2016-04-15T10:57:22-05:00 2015-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2014-07-01 562307147 THE PEW CHARITABLE TRUSTS % LINDA BARTLETT PEWC 2155759050 2005 MARKET STreet SUITE 2800 PHILADELPHIA PA 19103 REBECCA W RIMEL PRESIDENT & CEO 2155759050 2016-04-15 true RUSSLEE ARMSTRONG P00288383 2155614200 2014 2016-08-17 19:52:53Z REBECCA W RIMEL 2005 MARKET STREET SUITE 2800 PHILADELPHIA PA 19103 875595351 false X WWW.PEWTRUSTS.ORG X 2002 PA Improving public policy, informing the public, and invigorating civic life. 14 13 969 80 981194 0 302131777 302012963 3566840 1467678 22188751 26821513 -9326 1165574 327878042 331467728 111594858 128008213 0 0 107399725 114385751 0 0 6422694 76597802 77640326 295592385 320034290 32285657 11433438 809837967 823502691 370980363 395650994 438857604 427851697 X PEW IS DRIVEN BY THE POWER OF KNOWLEDGE TO SOLVE TODAY'S MOST CHALLENGING PROBLEMS. PEW APPLIES A RIGOROUS, ANALYTICAL APPROACH TO IMPROVE PUBLIC POLICY, INFORM THE PUBLIC AND INVIGORATE CIVIC LIFE. false false 229733311 63964836 IMPROVING PUBLIC POLICY. WE STUDY AND PROMOTE NONPARTISAN POLICY SOLUTIONS FOR PRESSING AND EMERGING PROBLEMS AFFECTING THE AMERICAN PUBLIC AND THE GLOBAL COMMUNITY. 38353664 37880750 INFORMING THE PUBLIC. PEW RESEARCH CENTER, A WASHINGTON-BASED SUBSIDIARY, IS HOME TO MOST OF OUR INFORMATION INITIATIVES. IT USES IMPARTIAL, FACT-BASED PUBLIC-OPINION POLLING AND OTHER RESEARCH TOOLS TO TRACK IMPORTANT ISSUES AND TRENDS. 28797937 26162627 INVIGORATING CIVIC LIFE. WE SUPPORT NATIONAL INITIATIVES THAT ENCOURAGE CIVIC PARTICIPATION. IN OUR HOMETOWN OF PHILADELPHIA, WE SUPPORT ORGANIZATIONS THAT CREATE A THRIVING ARTS AND CULTURE COMMUNITY AND INSTITUTIONS THAT ENHANCE THE WELL-BEING OF THE REGION'S NEEDIEST CITIZENS. 252385 Returned Grants 509969 901 E St Rental Revenue 214215 Conference Center REvenue 332744 Contract Revenue 158365 Registration Revenue 1467678 296884912 true true false true false true false false true false true false false false true true false true false true true true false false true false false true false true true false false false false false false false false false false false false false false false true true true false false true X 427 0 true 969 true true true true AS BE FR FP UK false false false true true false false false false false false false X 14 13 true false false false false false false true true false true true true true true true true true true true false AL AK AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI X X LINDA BARTLETT 2025522000 901 E STREET NW WASHINGTON DC 20004 X J HOWARD PEW II DIRECTOR AND BOARD CHAIR 3.0 2.3 X X 16000 76500 0 ROBERT H CAMPBELL DIRECTOR 3.0 0.0 X 20000 0 0 SUSAN W CATHERWOOD DIRECTOR 3.0 2.3 X 18000 76500 0 ARTHUR E PEW III LEGACY DIRECTOR 3.0 0.0 X 1000 0 0 JN PEW IV MD DIRECTOR 3.0 2.3 X 19000 89250 0 MARY CATHARINE PEW MD DIRECTOR 3.0 0.0 X 20000 0 0 R ANDERSON PEW DIRECTOR 3.0 2.3 X 20000 89250 0 SANDY FORD PEW DIRECTOR 3.0 2.3 X 20000 76500 0 ROBERT G WILLIAMS DIRECTOR 3.0 2.3 X 19000 76500 0 ARISTIDES W GEORGANTAS DIRECTOR 3.0 2.3 X 21000 80625 0 DORIS PEW SCOTT DIRECTOR 3.0 0.0 X 20000 0 0 JAMES S PEW DIRECTOR 3.0 2.3 X 20000 76500 0 MARY GRAHAM DIRECTOR 3.0 0.0 X 14000 0 0 REBECCA W RIMEL PRESIDENT & CEO 47.75 2.25 X X 1077786 0 45456 HENRY B BERNSTEIN SVP FINANCE, RE, & TREASURER 49.5 0.5 X 365569 0 49910 R JAMES G MCMILLAN SVP, GENERAL COUNSEL/CORP SEC 48.0 2.0 X 311494 0 36060 USHA CHAUDHARY SVP,CFO&Treas (Began Dec 2014) 50.0 0.0 X 33186 0 2114 MICHAEL J DAHL SVP PHILA PROG,PLANNING & EVAL 50.0 0.0 X 398946 0 42589 JOSHUA S REICHERT EXECUTIVE VP 50.0 0.0 X 480430 0 51118 SUSAN URAHN EXECUTIVE VP 50.0 0.0 X 487878 0 44990 SALLY A O'BRIEN SVP PHILANTHROPIC PARTNERSHIP 50.0 0.0 X 346914 0 51118 JANICE BOGASH SVP, CHIEF ADMIN OFFICER 50.0 0.0 X 328215 0 43367 TAMERA LUZZATTO SVP GOVERNMENT RELATIONS 50.0 0.0 X 306830 0 34687 MELISSA SKOLFIELD SVP, COMMUNICATIONS 50.0 0.0 X 309882 0 49910 TOM WATHEN VP, Global Strategies & Ops 50.0 0.0 X 235238 0 46752 MICHAEL CAUDELL-FEAGAN VP, PROGRAMS, GOVT PERFORMANCE 50.0 0.0 X 226003 0 29397 LISA CUTLER SNR DIRECTOR, TECHNOLOGY 50.0 0.0 X 292533 0 44121 5428904 641625 571589 231 false true false Grassroots Solutions 2828 University Avenue SE 150 MINNEAPOLIS MN 55414 Program Consulting 2363249 THREESPOT MEDIA LLC 3333 14th Street NW Suite 300 WASHINGTON DC 20010 WEBSITE DESIGNER 1663159 CIBER 6363 S FIDDLERS GREEN CIRCLE GREENWOOD VILLAGE CO 80111 IT CONSULTING 1479054 WEBER MERRITT 414 N Washington Street 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PEW APPLIES A RIGOROUS, ANALYTICAL APPROACH TO IMPROVE PUBLIC POLICY, INFORM THE PUBLIC AND INVIGORATE CIVIC LIFE. PEW QUALIFIES AS PUBLICLY SUPPORTED BECAUSE IT MEETS THE 10 PERCENT PLUS FACTS AND CIRCUMSTANCES TEST UNDER TREAS. REG. 1.170A-9(F)(I)-(VI) IN THE FOLLOWING RESPECTS: 1. 10 PERCENT OF SUPPORT LIMITATION. Pew normally receives substantial support from a variety of public sources. PEW'S PUBLIC SUPPORT FRACTION IS 23.96 PERCENT, WELL ABOVE THE 10 PerCENT THRESHOLD. THIS FRACTION IS NEARLY 75 PERCENT OF THE WAY TOWARD THE ONE-THIRD PUBLIC SUPPORT TEST. 2. ATTRACTION OF PUBLIC SUPPORT. PEW IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL SUPPORT ON A CONTINUOUS BASIS. Pew maintains a continuous and bona fide development program and carries on activities designed to attract support from individuals, foundations, and other charitable organizations. PEW MAINTAINS A FULL-TIME DEVELOPMENT STAFF THAT IS ACTIVELY INVOLVED IN SEEKING FINANCIAL SUPPORT FROM DIVERSE SOURCES ON AN ONGOING BASIS. IN FISCAL YEAR 2015, WE RECRUITED 7 NEW STAFF MEMBERS TO OUR DEVELOPMENT OFFICE, EXPANDING CAPACITY IN RESEARCH TO IDENTIFY PROSPECTS, DONOR RELATIONS TO PLAN AND EXECUTE CULTIVATION AND STEWARDSHIP ACTIVITIES TO ATTRACT NEW DONORS, FRONT-LINE FUNDRAISING TO SOLICIT NEW DONORS, AND OPERATIONAL SUPPORT TO MANAGE INCREASED PROPOSAL PRODUCTIVITY. DURING FISCAL YEAR 2015, WE HOSTED 25 EVENTS TARGETING NEW PROSPECTS, A 39 PERCENT INCREASE OVER THE PREVIOUS YEAR. PEW'S PROGRAMS AND ACTIVITIES HAVE BROAD APPEAL TO MEMBERS OF THE PUBLIC THAT SHARE AN INTEREST IN PEW's MANY DIFFERENT AREAS OF FOCUS. CURRENT PROJECTS SEEK, among other things, TO STRENGTHEN ENVIRONMENTAL AND ENERGY POLICIES; PROTECT OUR OCEANS AND WILD LANDS; IMPROVE HEALTH THROUGH INVESTMENTS IN PREVENTIVE CARE AND CHILD NUTRITION; INCREASE THE SAFETY OF FOODS AND DRUGS; PROVIDE CONSUMERS WITH BETTER INFORMATION ABOUT FINANCIAL PRODUCTS; AND HELP STATES INVEST IN PROGRAMS THAT PROVIDE THE STRONGEST RETURNS TO THEIR TAXPAYERS. PEW's SUCCESS IN ATTRACTING DONORS TO SUPPORT OUR WORK IS DEMONSTRATED BY OUR CONVERTING 72 PERCENT OF PROPOSALS INTO FULLY EXECUTED GRANTS AT THE LEVEL REQUESTED IN FISCAL YEAR 2015. 3. SOURCES OF SUPPORT. PEW IS SUPPORTED BY A DIVERSE AND REPRESENTATIVE GROUP OF DONORS. DURING FISCAL YEAR 2015, PEW RECEIVED GRANTS AND CONTRIBUTIONS FROM 83 DONORS, INCLUDING INDIVIDUALS, PUBLIC CHARITIES, PRIVATE FOUNDATIONS, AND CORPORATIONS. OF THE 83 DONORS, 35 PERCENT WERE NEW CONTRIBUTORS TO PEW. APPROXIMATELY 33 PERCENT OF OUR DONORS WERE INDIVIDUALS MAKING GIFTS OF LESS THAN $5,000. 4. REPRESENTATIVE GOVERNING BODY. PEW IS GOVERNED BY A FOURTEEN MEMBER BOARD OF DIRECTORS. PEW'S BYLAWS REQUIRE THAT AT ALL TIMES AT LEAST ONE-THIRD OF THE TOTAL DIRECTORS WILL BE CIVIC AND COMMUNITY LEADERS. THE MEMBERS OF PEW'S BOARD HAVE BACKGROUNDS IN PHILANTHROPY, Business, Finance, and other disciplines related to Pew's work, AND SHARE A DEEP AND ABIDING COMMITMENT TO PEW'S MISSION AND PROGRAMS. ALL BUT ONE OF THE MEMBERS OF THE BOARD OF DIRECTORS ARE INDEPENDENT. BOARD MEMBERS INCLUDE COMMUNITY LEADERS, CIVIC LEADERS, AND PHILANTHROPISTS WHO BRING TO PEW'S BOARD A BROAD CROSS-SECTION OF THE VIEWS AND INTERESTS OF THE COMMUNITIES WE SERVE. 5. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES. PEW CONDUCTS EXTENSIVE AND ONGOING PROGRAMS AND ACTIVITIES THAT ARE DESIGNED TO INFORM THE PUBLIC, THE MEDIA AND POLICYMAKERS ABOUT THE SUBJECTS OF ITS RESEARCH AND ANALYSIS. PEW'S RESEARCH REPORTS ARE DISSEMINATED AT educational CONFERENCES, at SEMINARS AND OTHER PUBLIC FORUMS SPONSORED BY PEW, AND AT EVENTS SPONSORED BY OTHER ORGANIZATIONS. These reports ARE also MADE AVAILABLE TO THE GENERAL PUBLIC via PEW'S WEBSITE, WWW.PEWTRUSTS.ORG. DURING FISCAL YEAR 2015, PEW RELEASED 118 RESEARCH REPORTS AND SPONSORED 84 CONFERENCES AND SEMINARS ON SUBJECTS SUCH AS TRENDS IN FOOD SAFETY, FINANCIAL REFORM, OCEAN PROTECTION, AND OTHER ISSUES. Pew's research reports received broad coverage in journals, articles, news reports, and other forms of media. This media coverage allowed Pew's reports and other educational information to reach and be used by an even broader audience, including people who learned about or accessed Pew's reports through broadcast, print, online or social media; on websites of other nonprofits; or through references in the research reports of other organizations. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true true 123517 true 1374 true 9575 true 1735627 true 2401919 true 278 false 4272290 false SCHEDULE C, PART II-B, Line 1 Recognizing the power of public policy initiatives to effect change, and consistent with its public interest mission, Pew engages in limited lobbying activities at international, federal, state, and local levels in connection with its work on the environment, public health, and state policy and performance. Pew's lobbying expenditures are attributable to direct and grassroots lobbying by employees, contractors, and grantees. 1 12652717 42131188 true true false true X 90000000 90000000 129359097 20849081 108510016 5210467 2590001 2620466 29092103 16962720 12129383 213259865 0 DEFERRED RENT 1350777 FUNDS HELD IN DEPOSIT 230035 SWAP LIABILITY 31348645 ACCRUED PENSION PLANS 49179519 82108976 X 261931917 -19248616 -50484825 -69733441 331665358 -197630 -197630 331467728 323254480 3623782 3623782 319630698 403592 403592 320034290 SCHEDULE D, PART IV, LINE 2B EXPLANATION OF FORM 990, PART X, LINE 21 PEW ACTS AS THE CUSTODIAN OF FUNDS FOR CERTAIN charitable organizations designated by donors. AMOUNTS ARE PAYABLE UPON THE OCCURRENCE OF FUTURE EVENTS AS DICTATED BY THE donors. Schedule D, Part X, Line 2 and FIN 48 (ASC 740) Footnote Pew has been granted tax-exempt status under section 501(c)(3) of the Internal Revenue Code (the Code) and accordingly, is not subject to federal income tax. Pew is tax-exempt under Section 501(a) of the Code and applicable state law. Consequently, there is no provision for federal or state income taxes. Pew determines its tax positions based on a "more likely than not" threshold. THis applies to positions taken or expected to be taken in a tax return. Pew does not believe its financial statements include any material uncertain tax positions. As of June 30, 2015, Pew's tax periods ended June 30, 2013 through June 30, 2015 for the federal tax jurisdiction remain open. Schedule D, Part XI, Line 2D Change in beneficial interest in trusts (50,316,656) Unrealized foreign exchange loss (166,606) Returned Contributions (1,563) --------- Total (50,484,825) Schedule D, Part XI, Line 4B Sub-tenant revenue, net of expenses (reclass) (315,742) Expenses related to 901 E non-501(c)(3)/like-minded tenants (reclass) (319,567) Expenses related to fundraising event (reclass) (124,278) Registration Revenue (reclass) 158,365 Parking Garage 403,592 --------- TOTAL (197,630) schedule D, part xii, line 2d Unrealized loss on interest rate swap agreements 3,022,560 Sub-tenant revenue, net of expenses (reclass) 315,742 Expenses related to 901 E non-501(c)(3)/like-minded tenants (reclass) 319,567 Expenses related to fundraising event (reclass) 124,278 Registration Revenue (reclass) (158,365) --------- Total 3,623,782 Schedule D, Part XII, Line 4b Parking - Garage 403,592 --------- Total 403,592 true East Asia and the Pacific Investments 1854000 Europe (Including Iceland and Greenland) Investments 1108000 Europe (Including Iceland and Greenland) Program Services Consumer Finance 5000 East Asia and the Pacific 5 2 Program Services Environmental MGMT 417669 Europe (Including Iceland and Greenland) 3 10 Program Services Environmental MGMT 2225198 North America Program Services Environmental MGMT 4843 South America Program Services Environmental MGMT 69943 Sub-Saharan Africa Program Services Environmental MGMT 57876 Europe (Including Iceland and Greenland) Program Services Health Impact 11018 North America Program Services Health Impact 39385 North America Program Services Home Visiting 1145 Central America and the Caribbean Program Services Protecting Ocean Life 201517 East Asia and the Pacific 7 Program Services Protecting Ocean Life 2338773 Europe (Including Iceland and Greenland) 12 Program Services Protecting Ocean Life 4416134 North America Program Services Protecting Ocean Life 131512 Russia and the Newly Independent States Program Services Protecting Ocean Life 3036 South America Program Services Protecting Ocean Life 643668 South Asia Program Services Protecting Ocean Life 14616 Sub-Saharan Africa Program Services Protecting Ocean Life 15133 North America Program Services Public Retirement 5000 Europe (Including Iceland and Greenland) Program Services Results First 91267 Europe (Including Iceland and Greenland) Program Services Safe Food 1647 Central America and the Caribbean Program Services Scholars and Fellows 137758 North America Program Services Scholars and Fellows 5500 South America Program Services Scholars and Fellows 14939 East Asia and the Pacific Program Services Systemic Risk 30000 East Asia and the Pacific 6 Program Services Wilderness Protection 1108068 Central America and the Caribbean Grantmaking 81980 East Asia and the Pacific Grantmaking 1673016 Europe (Including Iceland and Greenland) Grantmaking 7485468 North America Grantmaking 678193 Europe (Including Iceland and Greenland) Conduct board meetings 11449 North America Conduct board meetings 252100 8 31 6 8 37 13528717 11606134 25134851 East Asia and the Pacific Policy 633200 Wire Central America and the Caribbean Policy 10000 Wire Europe (Including Iceland and Greenland) Policy 20013 Wire Central America and the Caribbean Policy 71980 Wire North America Civic Life 160000 Wire East Asia and the Pacific Policy 434766 Wire North America Policy 60500 Check Europe (Including Iceland and Greenland) Policy 113337 Wire Europe (Including Iceland and Greenland) Policy 175486 Wire Europe (Including Iceland and Greenland) Policy 272488 Wire North America Policy 157693 Wire East Asia and the Pacific Policy 49500 Wire East Asia and the Pacific Policy 55938 Wire East Asia and the Pacific Policy 102520 Wire Europe (Including Iceland and Greenland) Policy 2007167 Wire Europe (Including Iceland and Greenland) Policy 12582 Wire East Asia and the Pacific Policy 150000 Wire Europe (Including Iceland and Greenland) Policy 1442353 Wire East Asia and the Pacific Policy 70501 Wire Europe (Including Iceland and Greenland) Policy 1130000 Wire Europe (Including Iceland and Greenland) Policy 1060000 Wire East Asia and the Pacific Policy 51284 Wire Europe (Including Iceland and Greenland) Policy 1082318 Wire North America Policy 150000 Check East Asia and the Pacific Policy 72000 Wire Europe (Including Iceland and Greenland) Policy 150000 Wire East Asia and the Pacific Policy 40861 Wire East Asia and the Pacific Civic Life 5850 wire East Asia and the Pacific Policy 6596 wire Europe (Including Iceland and Greenland) Policy 19724 Wire North America Policy 150000 WIRE 20 1 false false false false false false FORM 990, SCHEDULE F, PART 1, LINE 2 PEW'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE UNITED STATES ARE MODELED AFTER THE "EXPENDITURE RESPONSIBILITY" RULES (SEE TREAS. REG. 53.4945-5) AND ARE DESIGNED TO FULFILL THE PURPOSES OF EXPENDITURE RESPONSIBILITY, NAMELY THAT GRANT FUNDS ARE EXPENDED SOLELY FOR THEIR INTENDED CHARITABLE PURPOSE, THAT PEW RECEIVES COMPLETE REPORTS REGARDING HOW THE FUNDS WERE SPENT, AND THAT PEW IS ABLE TO PROVIDE FULL REPORTS TO THE IRS REGARDING THE GRANTED FUNDS. FIRST, to help assure that the grantee will use the grant for proper purposes, Pew conducts a pre-grant inquiry into each potential grantee, which includes diligence regarding the grantee's programs, experience, finances, management, and reputation; verification of the grantee's corporate and tax status; and a search of the U.S. Treasury DEPARTMENT OFFICE OF FOREIGN ASSET CONTROL'S (OFAC) SANCTIONS PROGRAM LISTINGS TO CONFIRM THAT THE GRANTEE is neither A KNOWN TERRORIST OR HAS TIES TO KNOWN TERRORISTS. SECOND, PEW ENTERS INTO A WRITTEN GRANT AGREEMENT WITH EACH GRANTEE, IN WHICH PEW SECURES THE GRANTEE'S COMMITMENTS: (I) TO USE THE GRANT FUNDS SOLELY FOR PURPOSES CONSISTENT WITH PEW'S TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; (II) NOT TO USE ANY GRANT FUNDS DIRECTLY OR INDIRECTLY TO SUPPORT OR OPPOSE ANY CANDIDATE FOR PUBLIC OFFICE, TO PROVIDE A BENEFIT TO ANY POLITICAL PARTY OR CANDIDATE, OR FOR ANY OTHER NONCHARITABLE PURPOSE; (III) TO MAINTAIN RECORDS OF THE GRANTEE'S RECEIPTS AND EXPENDITURES AND MAKE ITS BOOKS AND RECORDS AVAILABLE FOR REVIEW BY PEW AT REASONABLE TIMES; (IV) TO SUBMIT COMPLETE REPORTS, AT LEAST ONE PER YEAR, ON THE EXPENDITURE OF GRANT FUNDS AND PROGRESS TOWARD ACCOMPLISHING THE PURPOSES OF THE GRANT; (V) TO ALLOW PEW, AT PEW'S DISCRETION AND EXPENSE, TO CONDUCT EVALUATIONS AND AUDITS OF THE GRANTEE'S OPERATIONS, RECORDS, AND USE OF GRANT FUNDS; AND (VI) TO REPAY ANY PORTION OF THE GRANT THAT IS NOT USED FOR THE CHARITABLE PURPOSE OF THE GRANT. PEW ALSO REQUIRES EACH GRANTEE TO CERTIFY IN WRITING THAT IT DOES NOT AND WILL NOT PROMOTE OR ENGAGE IN VIOLENCE OR TERRORISM AND SHALL AT ALL TIMES COMPLY WITH THE RELEVANT LAWS PROHIBITING TRANSACTIONS WITH INDIVIDUALS AND ORGANIZATIONS ASSOCIATED WITH TERRORISM. THIRD, in accordance with the terms of the grant, Pew's grantees must submit naRRATIVE AND FINANCIAL REPORTS AT LEAST ONCE PER YEAR, AND A FINAL REPORT AT THE END OF THE GRANT TERM, DESCRIBING HOW THE GRANT FUNDS WERE SPENT AND WHAT WAS ACCOMPLISHED AND PROVIDING A REASONABLY DETAILED ACCOUNT OF THE ACTIVITIES CONDUCTED IN FURTHERANCE OF THE AGREED-UPON CHARITABLE OBJECTIVES. PEW ALSO MAY EXERCISE OVERSIGHT OVER THE GRANTEE THROUGH OTHER MEANS DESIGNED TO ENSURE ALL GRANT FUNDS ARE USED APPROPRIATELY, SUCH AS IN-PERSON SITE VISITS, MONITORING, AND EVALUATION. FORM 990, SCHEDULE F, PART I, LINE 3, COLUMN F Non-employee expenditures are reported based on the currency and the domicile of the bank account to which funds are transferred. Employee expenditures are reported based on the employee's home location. Pew does not separately track indirect expenditures to foreign activities. As such, per the IRS 990 Instructions, the amounts presented in Schedule F do not include an indirect allocation of expenditures. FORM 990, SCHEDULE F, PART II, LINE 1 GRANTs are reported on the accrual basis, the same method used for the audited financial statements. 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Tucson AZ 85717 200412328 501(c)(3) 24864 POLICY Association of Northwest Steelheaders 6641 SE Lake Rd Milwaukie OR 97222 911031100 501(c)(3) 37270 POLICY Backcountry Hunters and Anglers PO Box 9257 Missoula MT 59807 201037177 501(c)(3) 39999 POLICY Baylor College of Medicine 1 Baylor Plaza Houston TX 77030 741613878 501(c)(3) 169156 POLICY Benefits Data Trust 2 Logan Sq Philadelphia PA 19103 203455598 501(c)(3) 187000 CIVIC LIFE Bering Sea Fishermen's Association 431 W 7th Ave Anchorage AK 99501 920074000 501(c)(3) 27018 POLICY Boston Children's Hospital 300 Longwood Ave Boston MA 02115 042774441 501(c)(3) 95000 POLICY Boston Public Health Commission 1010 Massachusetts Ave Boston MA 02118 043316655 STATE OF MA 100000 Bryn Mawr Presbyterian Church 625 Montgomery Ave Bryn Mawr PA 19010 236393377 501(c)(3) 200000 POLICY California Institute of Technology 1200 E California Blvd Pasadena CA 91125 951643307 501(c)(3) 240000 POLICY California Secure Choice Retirement 915 Capitol Mall Sacramento CA 95814 352491525 STATE OF CA 39000 POLICY California Wilderness Coalition PO Box 11094 Oakland CA 94611 510183228 501(c)(3) 246175 POLICY Campaign to End Obesity 805 15th St NW Washington DC 20005 260389759 501(c)(3) 131203 POLICY Cape Cod Commercial Fishermen's Alliance 1566 Main St Chatham MA 02633 043138784 501(c)(3) 374813 POLICY CDC Foundation 55 Park Place NE Atlanta GA 30303 582106707 501(c)(3) 273900 POLICY Central Montgomery Mental Health Ctr 1100 Powell St Norristown PA 19401 231548819 501(c)(3) 137000 CIVIC LIFE CEOs for Cities 1717 Euclid Ave Cleveland OH 44115 134302280 501(c)(3) 12000 POLICY Children's Dental Health Project 1020 19th St NW Washington DC 20036 061561317 501(c)(3) 64238 POLICY Coalition for Juvenile Justice 1319 F St NW Washington DC 20004 222520938 501(c)(3) 55239 POLICY Coalition for Juvenile Justice 1319 F St NW Washington DC 20004 222520938 501(c)(3) 5500 POLICY Cold Spring Harbor Laboratory 1 Bungtown Rd Cold Spring Harbor NY 11724 112013303 501(c)(3) 240000 POLICY Trustees of Columbia University 535 W 116th St New York NY 10027 135598093 501(c)(3) 95000 POLICY Trustees of Columbia University 535 W 116th St New York NY 10027 135598093 501(c)(3) 25000 POLICY Trustees of Columbia University 535 W 116th St New York NY 10027 135598093 501(c)(3) 240000 POLICY Communications Network 1717 N Naper Blvd Naperville IL 60563 522114179 501(c)(3) 17500 POLICY Community Growth Educational Foundation 1330 Braddock Place Alexandria VA 22314 237204514 501(c)(3) 63214 POLICY Community Legal Services 1424 Chestnut St Philadelphia PA 19102 231671562 501(c)(3) 174000 CIVIC LIFE Community Resources for Justice 355 Boylston St Boston MA 02116 043461434 501(c)(3) 1393604 POLICY Conservation Alliance PO Box 1275 Bend OR 97709 943100867 501(c)(3) 50000 POLICY Conservation Law Foundation 62 Summer St Boston MA 02110 046149986 501(c)(3) 120470 POLICY Conservation Science Partners 11050 Pioneer Trail Truckee CA 96161 452504981 501(c)(3) 91856 POLICY Conservation Voters for Idaho Education PO Box 2802 Boise ID 83701 134361041 501(c)(3) 60026 POLICY Consumer Credit Counseling Service of De 1608 Walnut St Philadelphia PA 19103 231671903 501(c)(3) 140000 CIVIC LIFE Consumer Federation of America 1620 I St NW Washington DC 20006 520880625 501(c)(3) 33190 POLICY Consumer Federation of America 1620 I St NW Washington DC 20006 520880625 501(c)(3) 10000 POLICY Cornell University 300 Day Hall Ithaca NY 14853 150532082 501(c)(3) 240000 POLICY Cornell University 300 Day Hall Ithaca NY 14853 150532082 501(c)(3) 1500000 POLICY Council of State Governments 2760 Research Park Dr Lexington KY 40578 366000818 501(c)(3) 1086950 POLICY CARIE 2 Penn Center Plaza Philadelphia PA 19102 232075900 501(c)(3) 225000 CIVIC LIFE Ctr for Excellence in Healthcare Jouralism 10 Neff Hall Columbia MO 65211 411908032 501(c)(3) 23117 POLICY D2D Fund 114 Western Ave Allston MA 02134 043540147 501(c)(3) 47120 POLICY Dallas Foundation 2904 Floyd St Dallas 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Church 77 S Union Ave Lansdowne PA 19050 232836510 501(c)(3) 6000 MATCHING GIFT Chevy Chase Presbyterian Church 1 Chevy Chase Cir Washington DC 20015 236393377 501(c)(3) 8500 MATCHING GIFT Congregation Rodeph Shalom 615 N Broad St Philadelphia PA 19123 231365228 501(c)(3) 20000 MATCHING GIFT Coriell Institute for Medical Research 403 Haddon Ave Camden NJ 08103 210672684 501(c)(3) 7500 MATCHING GIFT Doctors Without Borders USA Inc 333 7th Ave New York NY 10001 133433452 501(c)(3) 15760 MATCHING GIFT Downeast Rail Heritage Preservation Trail PO Box 950 Bar Harbor ME 04609 161714124 501(c)(3) 30000 MATCHING GIFT First Presbyterian Church 601 N Vermont St Arlington VA 22203 236393377 501(c)(3) 14600 MATCHING GIFT Franklin & Marshall College PO Box 3003 Lancaster PA 17604 231352635 501(c)(3) 8000 MATCHING GIFT Fresh Start Surgical Gifts 2011 Palomar Airport Rd Carlsbad CA 92011 330460177 501(c)(3) 15000 MATCHING GIFT Friendship Place 4713 Wisconsin Ave NW Washington DC 20016 521925494 501(c)(3) 5400 MATCHING GIFT George Washington University 2100 M St NW Washington DC 20052 530196584 501(c)(3) 8300 MATCHING GIFT Germantown Friends School 31 W Coulter St Philadelphia PA 19144 050630018 501(c)(3) 10922 MATCHING GIFT Global Outreach Intl Inc PO Box 1 Tupelo MS 38802 481256219 501(c)(3) 5400 MATCHING GIFT Grace Community Church 1031 N Vermont St Arlington VA 22201 311767246 501(c)(3) 22450 MATCHING GIFT Grist Magazine Inc 710 2nd Ave Seattle WA 98104 061664153 501(c)(3) 14600 MATCHING GIFT Haddonfield Friends School 47 N Haddon Ave Haddonfield NJ 08033 352376046 501(c)(3) 7500 MATCHING GIFT Home Front Inc 1880 Princeton Ave Lawrenceville NJ 08648 223165145 501(c)(3) 7500 MATCHING GIFT Hoops Sagrado Sacred Hoops PO Box 21332 Washington DC 20009 522250365 501(c)(3) 23200 MATCHING GIFT In His Image Christian Ministries 3612 Strawberry Hill Dr Clinton MD 20735 522174638 501(c)(3) 8592 MATCHING GIFT Institute for Advanced Study Einstein Dr Princeton NJ 08540 210634988 501(c)(3) 7500 MATCHING GIFT Intl Partners Cassie Stern Memorial Inc 15437 Tindlay St Silver spring MD 20905 550888960 501(c)(3) 5350 MATCHING GIFT Jewish Rockville Outreach Congregation 11304 Old Georgetown Rd Rockville MD 20852 204960168 501(c)(3) 5042 MATCHING GIFT Joy Lutheran Church 10111 E Eagle Riv Rd Eagle Riv AK 99577 270682347 501(c)(3) 12300 MATCHING GIFT Kansas University Endowment Assoc PO Box 928 Lawrence KS 66044 480547734 501(c)(3) 11400 MATCHING GIFT Kates Club Inc 1330 W Peachtree St Atlanta GA 30309 161646487 501(c)(3) 8043 MATCHING GIFT Legion-Aires Drum and Bugle Corps 1101 Central Ave Dubuque IA 52001 421057444 501(c)(3) 11240 MATCHING GIFT Macguffin Theatre & Film Company 2030 Samson St Philadelphia PA 19103 232962685 501(c)(3) 11000 MATCHING GIFT Maret School Inc 3000 Cathedral Ave NW Washington DC 20008 530211355 501(c)(3) 9200 MATCHING GIFT McLean Presbyterian Church 1020 Balls Hill Rd McLean VA 22101 540957095 501(c)(3) 13124 MATCHING GIFT Metro Memorial Methodist Church 3401 Nebraska Avenue NW Wash DC 20016 530225162 501(c)(3) 16500 MATCHING GIFT Nantucket Cottage Hospital 57 S Prospect St Nantucket MA 02554 042208869 501(c)(3) 7500 MATCHING GIFT Natl Maritime Heritage Fdn Inc 236 Massachusetts Ave Washington DC 20002 522239202 501(c)(3) 10000 MATCHING GIFT New England Aquarium Corp CENTRAL WHARF BOSTON MA 02110 042297514 501(c)(3) 8400 MATCHING GIFT New Vision Church 2100 Crain Highway Bowie MD 20716 521951546 501(c)(3) 13800 MATCHING GIFT North Carolina State University Fdn Inc Campus Box 7474 Raleigh NC 27695 566049503 501(c)(3) 6668 MATCHING GIFT Northwest Community Church 4100 16th St NW Washington DC 20011 526074959 501(c)(3) 5338 MATCHING GIFT Partners In Health 888 Commonwealth Ave Boston MA 02215 223122804 501(c)(3) 43350 MATCHING GIFT Planned Parenthood Assoc of Metro DC 1108 16th Street NW Washington DC 20036 530204621 501(c)(3) 9566 MATCHING GIFT Presbyterian Church in America 1020 Balls Hill Rd McLean VA 22101 237366967 501(c)(3) 8000 MATCHING GIFT Rady Children's Hospital Foundation 3020 Childrens Way San Diego CA 92123 330170626 501(c)(3) 14000 MATCHING GIFT Rockhurst University 1100 Rockhurst Rd Kansas City MO 64110 440545813 501(c)(3) 6000 MATCHING GIFT Save Our Wild Salmon Coalition 811 1st Ave Seattle WA 98104 911673170 501(c)(3) 16350 MATCHING GIFT Sexual Minority Youth Assistance League 410 7th St SE Washington DC 20003 521394900 501(c)(3) 7200 MATCHING GIFT Shrewsbury Parish Church PO Box 187 Kennedyville MD 21645 521956132 501(c)(3) 7500 MATCHING GIFT Soka Gakkai International 606 Wilshire Blvd Santa Monica CA 90401 952265667 501(c)(3) 14000 MATCHING GIFT Some Inc 71 O Street NW Washington DC 20001 237098123 501(c)(3) 23660 MATCHING GIFT St Baldricks Foundation Inc 1333 S Mayflower Ave Monrovia CA 91016 201173824 501(c)(3) 9330 MATCHING GIFT St Marys Episcopal Church 36 Ardmore Ave Ardmore PA 19003 231352469 501(c)(3) 10000 MATCHING GIFT Trinity Episcopal Church 207 W Main St Moorestown NJ 08057 210634592 501(c)(3) 12000 MATCHING GIFT United Way of Greater Philadelphia 1709 Ben Franklin Pkwy Phila PA 19103 231556045 501(c)(3) 18750 MATCHING GIFT University of California Berkeley Foundation 2080 Addison St Berkeley CA 94720 946090626 501(c)(3) 5950 MATCHING GIFT University of Maryland Foundation Inc 3300 Metzerott Rd Adelphi MD 20783 521125663 501(c)(3) 19700 MATCHING GIFT Urban Affairs Coalition 1207 Chestnut St Philadelphia PA 19107 237046393 501(c)(3) 7500 MATCHING GIFT Village Repertory Company 34 Woolfe St Charleston SC 29403 300137284 501(c)(3) 7500 MATCHING GIFT Virginia Tech Foundation Inc 902 Prices Fork Rd Blacksburg VA 24061 540721690 501(c)(3) 20200 MATCHING GIFT WAMU 885 4400 Massachusetts Ave NW Wash DC 20016 530196549 501(c)(3) 5720 MATCHING GIFT Washington Animal Rescue League 71 Oglethorpe St NW Washington DC 20011 530162440 501(c)(3) 6536 MATCHING GIFT Washington Bach Consort 1010 Vermont Ave NW Washington DC 20005 521107948 501(c)(3) 6000 MATCHING GIFT Washington College 300 Washington Avenue Chestertown MD 21620 520591691 501(c)(3) 21200 MATCHING GIFT Washington International School 3100 Macomb St NW Washington DC 20008 520822077 501(c)(3) 15000 MATCHING GIFT Wolf Trap Foundation 1645 Trap Rd Vienna VA 22182 237011544 501(c)(3) 13334 MATCHING GIFT World Vision PO Box 9716 Federal Way WA 98063 951922279 501(c)(3) 5450 MATCHING GIFT 262 19 FOrm 990, schedule i, part i, question 2 PEW'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS inside and outside the United States ARE MODELED AFTER THE "EXPENDITURE RESPONSIBILITY" RULES (SEE TREAS. REG. 53.4945-5) AND ARE DESIGNED TO FULFILL THE PURPOSES OF EXPENDITURE RESPONSIBILITY, NAMELY THAT GRANT FUNDS ARE EXPENDED SOLELY FOR THEIR INTENDED CHARITABLE PURPOSE, THAT PEW RECEIVES COMPLETE REPORTS REGARDING HOW THE FUNDS WERE SPENT, AND THAT PEW IS ABLE TO PROVIDE FULL REPORTS TO THE IRS REGARDING THE GRANTED FUNDS. FIRST, to help assure that the grantee will use the grant for proper purposes, Pew conducts a pre-grant inquiry into each potential grantee, which includes diligence regarding the grantee's programs, experience, finances, management, and reputation; verification of the grantee's corporate and tax status; and a search of the U.S. Treasury DEPARTMENT OFFICE OF FOREIGN ASSET CONTROL'S (OFAC) SANCTIONS PROGRAM LISTINGS TO CONFIRM THAT THE GRANTEE is neither A KNOWN TERRORIST OR HAS TIES TO KNOWN TERRORISTS. SECOND, PEW ENTERS INTO A WRITTEN GRANT AGREEMENT WITH EACH GRANTEE, IN WHICH PEW SECURES THE GRANTEE'S COMMITMENTS: (I) TO USE THE GRANT FUNDS SOLELY FOR PURPOSES CONSISTENT WITH PEW'S TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; (II) NOT TO USE ANY GRANT FUNDS DIRECTLY OR INDIRECTLY TO SUPPORT OR OPPOSE ANY CANDIDATE FOR PUBLIC OFFICE, TO PROVIDE A BENEFIT TO ANY POLITICAL PARTY OR CANDIDATE, OR FOR ANY OTHER NONCHARITABLE PURPOSE; (III) TO MAINTAIN RECORDS OF THE GRANTEE'S RECEIPTS AND EXPENDITURES AND MAKE ITS BOOKS AND RECORDS AVAILABLE FOR REVIEW BY PEW AT REASONABLE TIMES; (IV) TO SUBMIT COMPLETE REPORTS, AT LEAST ONE PER YEAR, ON THE EXPENDITURE OF GRANT FUNDS AND PROGRESS TOWARD ACCOMPLISHING THE PURPOSES OF THE GRANT; (V) TO ALLOW PEW, AT PEW'S DISCRETION AND EXPENSE, TO CONDUCT EVALUATIONS AND AUDITS OF THE GRANTEE'S OPERATIONS, RECORDS, AND USE OF GRANT FUNDS; AND (VI) TO REPAY ANY PORTION OF THE GRANT THAT IS NOT USED FOR THE CHARITABLE PURPOSE OF THE GRANT. PEW ALSO REQUIRES EACH GRANTEE TO CERTIFY IN WRITING THAT IT DOES NOT AND WILL NOT PROMOTE OR ENGAGE IN VIOLENCE OR TERRORISM AND SHALL AT ALL TIMES COMPLY WITH THE RELEVANT LAWS PROHIBITING TRANSACTIONS WITH INDIVIDUALS AND ORGANIZATIONS ASSOCIATED WITH TERRORISM. THIRD, in accordance with the terms of the grant, Pew's grantees must submit naRRATIVE AND FINANCIAL REPORTS AT LEAST ONCE PER YEAR, AND A FINAL REPORT AT THE END OF THE GRANT TERM, DESCRIBING HOW THE GRANT FUNDS WERE SPENT AND WHAT WAS ACCOMPLISHED AND PROVIDING A REASONABLY DETAILED ACCOUNT OF THE ACTIVITIES CONDUCTED IN FURTHERANCE OF THE AGREED-UPON CHARITABLE OBJECTIVES. PEW ALSO MAY EXERCISE OVERSIGHT OVER THE GRANTEE THROUGH OTHER MEANS DESIGNED TO ENSURE ALL GRANT FUNDS ARE USED APPROPRIATELY, SUCH AS IN-PERSON SITE VISITS, MONITORING, AND EVALUATION. Form 990, Schedule I, Part II, Pew makes various matching gifts throughout the year. Matching gifts to individual organizations in excess of $5,000 are reported on Schedule I, Part II. X X true true X X X X X X true true false false false false false false false REBECCA W RIMEL PRESIDENT & CEO 821015 0 0 0 256771 0 31200 0 14256 0 1123242 0 HENRY B BERNSTEIN SVP FINANCE, RE, & TREASURER 353729 0 0 0 11840 0 31200 0 18710 0 415479 0 R JAMES G MCMILLAN SVP, GENERAL COUNSEL/CORP SEC 303996 0 0 0 7498 0 31200 0 4860 0 347554 0 MICHAEL J DAHL SVP PHILA PROG,PLANNING & EVAL 387737 0 0 0 11209 0 31200 0 11389 0 441535 0 JOSHUA S REICHERT EXECUTIVE VP 461766 0 0 0 18664 0 31200 0 19918 0 531548 0 SUSAN URAHN EXECUTIVE VP 469052 0 0 0 18826 0 31200 0 13790 0 532868 0 SALLY A O'BRIEN SVP PHILANTHROPIC PARTNERSHIP 337407 0 0 0 9507 0 31200 0 19918 0 398032 0 TAMERA LUZZATTO SVP GOVERNMENT RELATIONS 299830 0 0 0 7000 0 31200 0 3487 0 341517 0 JANICE BOGASH SVP, CHIEF ADMIN OFFICER 319793 0 0 0 8422 0 29095 0 14272 0 371582 0 MELISSA SKOLFIELD SVP, COMMUNICATIONS 302426 0 0 0 7456 0 31200 0 18710 0 359792 0 TOM WATHEN VP, Global Strategies & Ops 232400 0 0 0 2838 0 26913 0 19839 0 281990 0 MICHAEL CAUDELL-FEAGAN VP, PROGRAMS, GOVT PERFORMANCE 223165 0 0 0 2838 0 24668 0 4729 0 255400 0 LISA CUTLER SNR DIRECTOR, TECHNOLOGY 180058 0 0 0 112475 0 24379 0 19742 0 336654 0 FORM 990, SCHEDULE J, PART I, LINE 1A AS PART OF HER EMPLOYMENT ARRANGEMENT, THE CEO WAS REIMBURSED $4,314 FOR A CAR SERVICE. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION TO THE CEO AND INCLUDED IN HER FORM W-2. AS A GENERAL MATTER, PEW DOES NOT PROVIDE FIRST-CLASS TRAVEL TO OR FOR ITS DIRECTORS, OFFICERS, OR STAFF, AND PEW PROVIDES CHARTER TRAVEL ONLY IN CASES WHERE DOING SO IS MORE EFFICIENT OR COST-EFFECTIVE THAN OTHER TRAVEL OPTIONS. SUCH A CASE AROSE IN 2014, WHEN PEW'S BOARD OF DIRECTORS MADE AN EDUCATIONAL SITE VISIT TO THE ARCTIC TO DEEPEN THE BOARD'S KNOWLEDGE AND APPRECIATION OF ENVIRONMENTAL ISSUES AFFECTING THIS REGION AND, IN TURN, TO INFORM THEIR SUBSEQUENT GRANTMAKING AND PROGRAMMATIC BUDGET DECISIONS. FOR A PORTION OF THE TRIP, THIS GROUP TRAVELED USING AN AIR CHARTER SERVICE BECAUSE DOING SO WAS LESS COSTLY AND MORE EFFICIENT THAN OTHER AIR TRAVEL OPTIONS. FORM 990, SCHEDULE J, PART I, LINE 4A ONE INDIVIDUAL (THE Senior Director, Technology) LISTED IN PART VII, SECTION A, LINE 1A RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $94,615. FORM 990, SCHEDULE J, PART I, Line 4B and Part II PEW'S COMPENSATION COMMITTEE PREVIOUSLY ESTABLISHED A NONQUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 457(F) FOR THE CEO, who vested in the plan benefit IN 2012. THE ANNUAL ACCRUAL ($224,850) WAS INCLUDED ON HER 2014 FORM W-2. A District of Columbia 536001131 2548392M4 2008-03-26 180000000 SEE PART VI false false false A 0 0 180436751 0 0 0 0 0 900000 179536751 0 0 2009 false false false false A false true true true false 0 false false false false A false true true false 0 false 0 false false A false Form 990, Schedule K, part I, Line A AND Part II, Line 3 The bonds were issued to purchase and renovate the building at 901 E Street. Total proceeds of issue reflect the issue price of $180,000,000 plus $436,751 of accumulated interest through June 30, 2015. Form 990, Schedule K, Part II, Line 16 and 17 Pew, as allowed by the IRS, chose to not file a final allocation. Although a final allocation was never filed, pew still allocated the project costs in a manner consistent with the final allocation guidelines and maintains books and records to support how the funds were used. Form 990, Schedule K, Part III, Line 3a During the tax year, there were management contracts in effect for the financed property. These contracts met, and continue to meet, the requirements set forth in Rev. Proc. 97-13, 1997-1 C.B. 632, 5 ("Operating Guidelines for Management Contracts"). Accordingly, the management contracts did not and will not result in any private business use. Form 990, Part IV, lines 12A and 12B Pew is audited as part of the consolidated audit of the pew charitable trusts and its subsidiary, pew research center (together "the organization"). The Organization meets the U.S. Generally Accepted Accounting Principles (GAAP) requirements for consolidation. The organization received consolidated audited financial statements and notes with an unqualified opinion for this fiscal year. An independent accounting firm conducted the audit of the consolidated financial statements. The audited consolidated financial statements were prepared in accordance with GAAP. FORM 990, PART VI, SECTION A, LINE 2 A family relationship exists between Sandy Ford Pew, R. Anderson Pew, and Arthur E. Pew III. A family relationship exists between James S. Pew, J.N. Pew IV, M.D., Mary Catharine Pew, M.D., Doris Pew Scott, and J. Howard Pew II. A business relationship exists between Susan W. Catherwood, Aristides W. Georgantas, J. Howard Pew II, J.N. Pew IV, M.D., R. Anderson Pew, Sandy Ford Pew, Robert G. Williams, Arthur E. Pew III, and James S. Pew. FORM 990, PART VI, SECTION B, Line 11B Pew's Form 990 is thoroughly prepared and rigorously reviewed before it is filed with the IRS. After the Form 990 is internally prepared by finance department staff members, the return is reviewed by senior management, including the Interim Chief Financial Officer; the Treasurer; Senior Vice President, General Counsel and Corporate Secretary; and the President and CEO; as well as outside independent certified public accountants and outside legal counsel. Following this review, the draft Form 990 is provided to the audit committee of the Pew board of directors for a pre-filing review. A TELEPHONIC CONFERENCE CALL IS then HELD WITH THE AUDIT COMMITTEE to discuss the draft Form 990 and any significant changes or differences from the prior year's Form 990, and to respond to questions from the Audit Committee regarding the return. Participating in the call with the audit committee are: THE INDEPENDENT certified public accountants; the TREASURER; the Senior Vice President, GENERAL COUNSEL AND CORPORATE SECRETARY; THE PRESIDENT AND CEO; AND OTHER MEMBERS OF THE FINANCE DEPARTMENT. After the Form 990 has been reviewed by and discussed with the audit committee, and their feedback has been incorporated, THE return IS DISTRIBUTED TO ALL MEMBERS OF THE PEW BOARD OF DIRECTORS FOR REVIEW before THE return is filed WITH THE IRS. BOARD MEMBERS ARE ENCOURAGED TO CONTACT THE Interim Chief Financial Officer or Treasurer WITH ANY QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C Pew regularly and consistently monitors and enforces compliance with its Conflict of Interest policies for all officers, directors and employees. On an annual basis, all officers, directors, and employees certify that they have read and will continue to follow the applicable Conflict of Interest policy and complete a form disclosing their potential conflicts. As part of this process, all Pew employees are required to complete an annual conflict of interest disclosure and certification training. Pew's board and officer conflict of interest policy requires the following of directors and officers: (1)impartial fulfillment of their roles in Pew's affairs; 2)disclosure of potential financial or other conflicts of interest involving Pew; (3)review of all affiliations; and (4)recusal and abstention in all situations of actual, potential, or perceived conflict of interest. Pew's conflict of interest policy for employees requires the following of all employees: (1)impartial fulfillment of their roles in Pew's affairs; (2)avoidance of impropriety or the appearance of impropriety; (3)disclosure of potential financial or other conflicts of interest involving Pew; (4)review and approval by management of affiliations with outside organizations, with subsequent board review as appropriate; and (5)recusal and abstention in all situations of actual or perceived conflict of interest. These and other requirements are monitored, reviewed and resolved on an ongoing basis pursuant to the applicable conflict of interest policy. FORM 990, PART VI, SECTION B, LINES 15A and 15B ANNUALLY, THE COMPENSATION COMMITTEE OF THE BOARD OF PEW ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT A COMPENSATION ANALYSIS FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, AND A SEPERATE COMPENSATION ANALYSIS FOR THE ORGANIZATION'S CEO. AS PART OF THESE ANALYSES, THE INDEPENDENT COMPENSATION CONSULTANT IDENTIFIES, GATHERS, AND ANALYZES APPROPRIATE COMPARABLITY DATA UPON WHICH THE COMMITTEE AND THE FULL BOARD WILL RELY TO ASSESS THE REASONABLENESS OF THE TOTAL PROPOSED COMPENSATION (INCLUDING BENEFITS) OF THE OFFICERS, THE KEY EMPLOYEES, AND THE CEO. ONCE THE COMPENSATION ANALYSES ARE COMPLETE AND DOCUMENTED IN REPORTS, THE REPORTS ARE PROVIDED TO PEW'S BOARD FOR REVIEW AND CONSIDERATION, TOGETHER WITH WRITTEN OPINIONS FROM THE COMPENSATION CONSULTANT THAT THE PROPOSED COMPENSATION ARRANGEMENTS FOR THE OFFICERS, KEY EMPLOYEES, AND CEO ARE "REASONABLE" WITHIN THE MEANING OF TREAS. REG. 53.4958-4(B)(1)(II)(A). WITH INPUT FROM THE COMPENSATION COMMITTEE, THE FULL BOARD MAKES ANNUAL DECISIONS WITH RESPECT TO COMPENSATION FOR OFFICERS AND KEY EMPLOYEES BASED UPON THE DATA IN THE RELEVANT REPORT AND THE OPINION OF THE COMPENSATION CONSULTANT THAT THE PROPOSED COMPENSATION IS REASONABLE. THESE DECISIONS, AND THE BASIS FOR THESE DECISIONS, ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES. THE BOARD ALSO MAKES ANNUAL DECISIONS REGARDING THE PROPOSED COMPENSATION INCREASE AND RESULTING TOTAL COMPENSATION FOR THE CEO BASED ON THE BOARD'S ASSESSMENT OF THE CEO'S PERFORMANCE, THE DATA IN THE CEO REPORT, AND THE OPINION OF THE COMPENSATION CONSULTANT THAT THE PROPOSED CEO COMPENSATION IS REASONABLE. THE BOARD'S DECISION REGARDING THE CEO'S COMPENSATION, AND THE BASIS FOR ITS DECISION, ARE DOCUMENTED IN THE MINUTES. THE BOARD MEMBERS WHO VOTE ON COMPENSATION FOR OFFICERS, KEY EMPLOYEES, AND THE CEO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THESE COMPENSATION ARRANGEMENTS. FORM 990, PART VI, SECTION C, LINEs 18 and 19 In accordance with Treas. Reg. 301.6104(d)-2, Pew's Form 1023 and copies of Pew's most recently-filed Forms 990 and 990-T, are made available to the public on Pew's website. Pew's audited financial statements and staff conflict of interest policy are also available on the organization's website. The organization does not normally make its governing documents available to the public. In accordance with Treas. Reg. 301.6104(d)-1(a)and IRS Notice 2007-45, copies of Pew's three most recent Forms 990 and 990-T are made available for inspection by the public during regular business hours at Pew's offices in Philadelphia and Washington, DC. FORM 990, PART VIII, LINE 2B As part of its charitable mission, Pew rents certain space in 901 E Street, NW, WAshington, DC to entities which are exempt from federal income taxes under IRC section 501(c)(3) and have exempt purposes related to Pew's mission. The amount of the rental fees are set below fair market value, and included in the rental agreements' terms is the right to access and use the building's conference center space rent-free. Pew treats such rental fees as related income since the tenants' activities are substantially related to Pew's exempt purposes. Accordingly, Pew has reported such fees on the Form 990, Part VIII, Line 2B, Column (B). The expenses related to the rental activity are included in various line items in Part IX, Functional expenses. FORM 990, PART VIII, LINE 2C as part of its charitable mission, PEW rents certain CONFERence center space IN 901 E STREET NW, WASHINGTON, DC TO organizations that do not rent office space from Pew. All such organizations ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(C)(3). THE SPACE IS MADE AVAILABLE AT A RATE THAT IS LESS THAN THE LOWER OF PEW'S COST RECOVERY BASIS AND FAIR MARKET RATES IN THE Washington, DC AREA. PEW TREATS such revenue AS related INCOME SINCE THE ACTIVITY IS substantially RELATED TO PEW'S EXEMPT purposes. ACCORDINGLY, PEW HAS REPORTED such income ON THE FORM 990, PART VIII, LINE 2c, COLUMN (B). THE EXPENSES RELATED TO THE activity are INCLUDED IN various line items in PART IX, FUNCTIONAL EXPENSES. form 990, part VIII, Line 6D, Column D Pew leases certain space at 901 E street NW, Washington, DC to entities that are not exempt from federal income taxes under IRC section 501(c)(3). However, less than 15 percent of the building is leased to such tenants. Therefore, as allowed under the IRC Section 512(b) and related Treasury Regulations 1.514(b)-1(b)(1)(ii), this revenue, net of related expenses, is excluded from unrelated business income. Accordingly, Pew has reported the net rental income on form 990, Part VIII, Line 6d, column (D). In addition, Pew subleases space to entities in space that it rents at F Street in Washington, DC, as well as various office spaces throughout the country. The space is subleased below Pew's cost. Included in the sublease agreement terms are the tenants' right to use the existing furnishings and certain office services. Pew considers the net value of the personal property to be less than 10 percent of the total rents under the lease and the value of the shared services to be insignificant in terms of the agreement as a whole. Therefore, pew treats such rental payments, net of the related expenses, as excluded income under IRC section 512(B)(3). Accordingly, Pew has reported the net rental income on Form 990, Part VIII, Line 6d, column (D). Form 990, Part IX, line 11a Pew has included on Part IX, Line 11A, Columns B and C fees paid to the organization that provides staffing and other services for the conference center at 901 E Street NW, Washington, DC as well as fees paid on behalf of Pew (as Pew's agent) to the organization that provides catering services for the conference center. FORM 990, PART IX, LINE 18 Pew hosts many educational conferences as part of its educational program services that are widely attended by the public, interested parties, and government officials. Periodically Pew pays for travel, lodging and food for government officials that attend these events. All expenses paid for by Pew attributable to attendees, including government officials, are documented and comply fully with all applicable gifts and ethics laws and the requirements of Pew's accountable plan. FORM 990, Part XI, Line 9 Other changes in net assets is comprised of the following: Unrealized foreign exchange loss (166,606) Unrealized loss on interest rate swap agreements (3,022,560) Returned contributions (1,563) ---------- Total (3,190,729) Pew Research Center 1615 L Street NW Washington DC 20036 200881724 Research PA 501(c)(3) 7 PEW true The Pew Memorial Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236234669 Support Pew PA 501(c)(3) 11-III-O PEW true Mary Anderson Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236234670 Support Pew PA 501(c)(3) 11-III-O PEW true J Howard Pew Freedom Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236234671 Support Pew PA 501(c)(3) 11-III-O PEW true JN Pew Jr Charitable Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236299309 Support Pew PA 501(c)(3) 11-III-O PEW true The Knollbrook Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236407577 Support Pew PA 501(c)(3) 11-III-O PEW true Medical Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 232131641 Support Pew PA 501(c)(3) 11-III-O PEW true Mabel Pew Myrin Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236234666 Support Pew PA 501(c)(3) 11-III-O PEW true GLENMEDE INV MGMT 1650 MRKT ST PHILA PA 19103 Philadelphia PA 19103 020790147 Wealth Mgmt PA N/A The Glenmede Corporation 1650 Market Street Suite 1200 Philadelphia PA 19103 232228772 Wealth Mgmt PA NA C Corp The Glenmede Trust Company NA 1650 Market Street Suite 1200 Philadelphia PA 19103 510390823 Wealth Mgmt PA Glenmede Corp C Corp false true true false false false false false false false true true false true false false false false PEW RESEARCH CENTER B 37880750 FAIR VALUE THE PEW MEMORIAL TRUST C 174696332 FAIR VALUE MARY ANDERSON TRUST C 2444291 FAIR VALUE J HOWARD PEW FREEDOM TRUST C 35917416 FAIR VALUE THE KNOLLBROOK TRUST C 441388 FAIR VALUE MEDICAL TRUST C 10695422 FAIR VALUE MABEL PEW MYRIN TRUST C 22100780 FAIR VALUE JN PEW JR CHARITABLE TRUST C 17314533 FAIR VALUE PEW RESEARCH CENTER M 230806 FAIR VALUE PEW RESEARCH CENTER L, M NO CHARGE FORM 990, Schedule R, Part V, Line 2 In furtherance of Pew's charitable mission, Pew engaged the Pew Research Center to conduct a survey related to Pew's Election Initiatives program. In exchange for these services, Pew paid Pew Research Center $230,806. PEW employees provide information technology, fundraising, legal, human resources, real estate, and research support services to PEW RESEARCH CENTER at no charge.