2013-12-15T13:37:39-06:00 2013-06-30 135381590 BDO USA LLP 7101 WISCONSIN AVE SUITE 800 BETHESDA MD 208144827 990 2012-07-01 201476451 PBS FOUNDATION PBSF 7037395051 2100 CRYSTAL DRIVE ARLINGTON VA 22202 BARBARA L LANDES 7037395051 2013-12-15 1 JOYCE M UNDERWOOD P00022361 3016544900 2012 2016-03-07 17:11:31Z PAULA KERGER 2100 CRYSTAL DRIVE ARLINGTON VA 22202 2449468 0 X HTTP://WWW.PBS.ORG/FOUNDATION X 2004 VA THE FOUNDATION MAKES GRANTS TO PBS TO ENSURE PBS'S CONTINUED EXCELLENCE AND TO PROMOTE AND ENHANCE OUTSTANDING PUBLIC BROADCASTING PROGRAMS AND SERVICES. GRANTS TO PBS CONSIST OF FUNDING FOR CHILDREN'S PROGRAMMING, FOR SCIENCE & NATURE PROGRAMMING, FOR GENERAL ARTS PROGRAMMING, AND IN SUPPORT OF DEVELOPMENT OF A READY-TO-LEARN PBS PARENTS MOBILE APPLICATION. 11 9 5 10 0 0 2289116 2253551 0 0 0 0 0 0 2289116 2253551 1088874 1507936 0 0 624046 733207 97160 0 1071675 966350 790126 2776430 3031269 -487314 -777718 1300360 512171 233813 222163 1066547 290008 TO ENLIST PHILANTHROPIC SUPPORT OF PUBLIC BROADCASTING THROUGH ESTABLISHING SPECIAL INITIATIVES FUNDS AND A FUTURE PERMANENT ENDOWMENT TO ENSURE PBS'S CONTINUED EXCELLENCE, AND TO PROMOTE AND ENHANCE OUTSTANDING PUBLIC BROADCASTING PROGRAMS AND SERVICES. 0 0 1018549 1018549 THE FOUNDATION MAKES GRANTS TO PBS TO ENSURE PBS'S CONTINUED EXCELLENCE AND TO PROMOTE AND ENHANCE OUTSTANDING PUBLIC BROADCASTING PROGRAMS AND SERVICES. GRANTS TO PBS CONSIST OF FUNDING FOR CHILDREN'S PROGRAMMING, FOR SCIENCE & NATURE PROGRAMMING, FOR GENERAL ARTS PROGRAMMING, AND IN SUPPORT OF DEVELOPMENT OF A READY-TO-LEARN PBS PARENTS MOBILE APPLICATION. 489387 489387 THE FOUNDATION PROVIDES ASSISTANCE TO MEMBER STATIONS IN SOLICITING ONLINE DONATIONS WHICH ARE FULLY DISTRIBUTED TO THE MEMBERSHIP AFTER REIMBURSEMENT OF TRANSACTIONAL COSTS. 9503 THE FOUNDATION MAKES PAYMENTS TO PROGRAMMING SERVICE PROVIDERS FOR GREENLIGHTED INITIATIVES, AND DOCUMENTS RECOVERY OF ADMINISTRATIVE COSTS WHEN APPROVED BY THE GRANTOR. THERE WERE NO DIRECT PAYMENTS TO PROGRAMMING SERVICE PROVIDERS IN FISCAL YEAR 2013. 1517439 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 6 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT FL GA IL KS KY ME MD MA MI MN MS ND NH NJ NY NM NC HI OH OK OR PA RI SC TN UT VA WA WV WI DC X PETE QUINLIVAN VP AND CONTROLLER PUBLIC BROADCASTING SERVICE (PARENT) 7037395051 2100 CRYSTAL DRIVE ARLINGTON VA 22202 MARY GF BITTERMAN 1.00 X 0 0 0 DONALD A BAER 1.00 X 0 0 0 HENRY P BECTON JR 1.00 X 0 0 0 DOBALD K BOSWELL 1.00 X 0 0 0 JOHN S DOMASCHKO 1.00 X 0 0 0 JULIA I KAUFFMAN 1.00 X 0 0 0 DANIEL LEEDS 1.00 X 0 0 0 JOHN E PORTER 1.00 X 0 0 0 JONATHAN RACLIN 1.00 X 0 0 0 GEOFFREY K SANDS 1.00 X 0 0 0 JOYCE S HERRING 5.00 35.00 X 0 308823 33875 PAULA A KERGER 8.00 32.00 X X 0 656574 123380 MICHAEL D JONES 5.00 35.00 X 0 498900 85591 BARBARA L LANDES 5.00 35.00 X 0 380073 44514 KATHERINE S LAUDERDALE 5.00 35.00 X 0 368212 34336 THOMAS E TARDIVO 5.00 35.00 X 0 235365 38994 KATHLEEN RUSSELL 5.00 35.00 X 0 88010 8260 BRIAN J REDDINGTON 40.00 X 226430 0 26341 KAREN E AVERY 40.00 X 136434 0 27691 362864 2535957 422982 2 0 1 0 0 X 1089936 1163615 195917 2253551 195917 195917 0 0 2253551 0 0 0 1507936 1507936 460644 74229 386415 227624 196243 31381 9749 8499 1250 21218 18538 2680 13972 12167 1805 37304 37304 39437 26499 12938 130753 2549 128204 32781 54 32727 37069 37069 60219 6234 53985 71989 31350 40639 89269 89269 28032 28032 ONLINE FUNDRAISING EXP 246128 246128 ADMIN COST RECOVERY 0 9503 -9503 17145 923 16222 3031269 1517439 442155 1071675 1094137 261807 48930 245047 5314 37541 3 119752 0 1300360 512171 233813 186233 0 35930 233813 222163 X 182368 182868 884179 107140 1066547 290008 1300360 512171 X -777718 1179 0 X X 0 1 X 1 0 X X X 0 0 0 PUBLIC BROADCASTING SVC 520899215 11A 1 1 1 1018549 1 1018549 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO PBS 35930 35930 X 2465118 1179 210388 211567 2253551 0 2253551 3241657 210388 210388 3031269 0 3031269 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION ADOPTED THE PROVISIONS OF ASC 740-10, INCOME TAXES, ON JULY 1, 2007. UNDER ASC 740-10, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED. THE IMPLEMENTATION OF ASC 740-10 HAD NO IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION DOES NOT BELIEVE THERE ARE ANY UNRECOGNIZED TAX BENEFITS THAT SHOULD BE RECORDED. FOR THE YEARS ENDED JUNE 30, 2013 AND 2012, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE STATEMENTS OF ACTIVITIES. THE FOUNDATION IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM FISCAL YEAR 2010 FORWARD. 1 PUBLIC BROADCASTING SERVICE 2100 CRYSTAL DRIVE ARLINGTON VA 22202 520899215 501 ( C ) 3 1018549 0 TO SUPPORT THE PUBLIC BROADCASTING SERVICE THIRTEEN WNET EDUCATIONAL BROADCASTING CORP 825 EIGHTH AVENUE NEW YORK NY 100197435 131945149 501 ( C ) 3 89379 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS KOCE PBS SOCAL PO BOX 25113 SANTA ANA CA 927995113 953220724 501 ( C ) 3 39776 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS KQED TV 2601 MARIPOSA STREET SAN FRANCISCO CA 941101426 941241309 501 ( C ) 3 25973 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS WETA 2775 S QUINCY STREET ARLINGTON VA 22206 530242992 501 ( C ) 3 15791 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS WGBH EDUCATIONAL FOUNDATION PO BOX 414670 BOSTON MA 02241 042104397 501 ( C ) 3 14730 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS KCTS TV 401 MERCER STREET SEATTLE WA 98109 911221895 501 ( C ) 3 13503 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS GEORGIA PUBLIC BROADCASTING 260 14TH STREET NW ATLANTA GA 30318 581510475 501 ( C ) 3 13420 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS WTTW TV 8400 N ST LOUIS AVENUE CHICAGO IL 606254698 362246703 501 ( C ) 3 12783 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS UNC TV 10 W ALEXANDRIA DR PO BOX 14900 RESEARCH TRIANGLE PARK NC 27709 581720178 501 ( C ) 3 11604 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS KRMA-TV ROCKY MOUNTAIN PBS 1089 BANNOCK STREET DENVER CO 802049972 840510785 501 ( C ) 3 9872 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS KAET EIGHT - ARIZONA PBS 555 NORTH CENTRAL AVENUE STE 500 PHOENIX AZ 850041252 860196696 501 ( C ) 3 9170 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS WHYY TV INDEPENDENCE MALL WEST 150 NORTH SIXTH ST PHILADELPHIA PA 19106 231438083 501 ( C ) 3 8873 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS KUHT TV HOUSTON PBS 4343 ELGIN STREET HOUSTON TX 77004 741670740 501 ( C ) 3 8727 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS KLRU - AUSTIN PBS 2504-B WHITIS AVENUE AUSTIN TX 78712 757126012 501 ( C ) 3 7861 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS MARYLAND PUBLIC TELEVISION 11767 OWINGS MILLS BOULEVARD OWINGS MILLS MD 211171499 526002033 STATE-MARYLAND 7476 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS KPBS TV 5200 CAMPANILE DR SAN DIEGO STATE UNIV SAN DIEGO CA 921825400 956042721 501 ( C ) 3 7441 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS KERA-TV 3000 HARRY HINES BLVD DALLAS TX 75201 752084961 501 ( C ) 3 7176 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS WTVS DETROIT PUBLIC TELEVISION 1 CLOVER COURT WIXOM MI 483932247 381440200 501 ( C ) 3 6533 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS KTCA TWIN CITIES PUBLIC TELEVISION 172 EAST 4TH STREET SAINT PAUL MN 55101 410769851 501 ( C ) 3 6485 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS OPB OREGON PUBLIC BROADCASTING 7140 SW MACADAM AVENUE PORTLAND OR 97219 930814638 501 ( C ) 3 5717 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS KVIE PUBLIC TELEVISION 2030 W EL CAMINO AVENUE SACRAMENTO CA 95833 941421463 501 ( C ) 3 5583 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS WPTWHA - WISCONSIN PUBLIC TELEVISION 821 UNIVERSITY AVENUE MADISON WI 53706 391805963 STATE-WISCONSIN 5214 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS KETA OKLAHOMA EDUCATIONAL TELEVISION AUTHORITY 7403 NORTH KELLEY AVENUE OKLAHOMA CITY OK 73111 736017987 STATE-OKLAHOMA 5105 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS WLIW 21 WNET NEW YORK PUBLIC MEDIA 825 EIGHTH AVENUE NEW YORK NY 100197435 262810489 501 ( C ) 3 5103 0 GRANT OF ONLINE CONTRIBUTIONS RECEIVED TO SUPPORT MEMBER STATIONS 25 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE PBS FOUNDATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. INCLUDE THE FOLLOWING: 1) ORGANIZING THE RECEIPT AND MANAGEMENT OF FUNDING; 2) ENSURING A TASK MANAGEMENT PLAN IS ESTABLISHED TO MEET THE FUNDER'S REQUIREMENTS; 3) IMPLEMENTING A SYSTEM OF COMPLIANCE MANAGEMENT TO ENSURE RESOURCES ARE PROPERLY STEWARDED; 4) MAINTAINING ACCOUNTING AND FINANCIAL MANAGEMENT SYSTEMS AND PRACTICES; 5) FOLLOWING AUDIT MANAGEMENT PROCESSES; AND 6) PROVIDING REGULAR REPORTING TO THE FUNDER. X X X 0 1 0 0 0 0 0 0 0 JOYCE S HERRING 0 262120 0 46100 0 603 0 22500 0 11375 0 342698 0 0 PAULA A KERGER 0 478836 0 171700 0 6038 0 100000 0 23380 0 779954 0 0 MICHAEL D JONES 0 380400 0 105900 0 12600 0 56000 0 29591 0 584491 0 0 BARBARA L LANDES 0 309220 0 62000 0 8853 0 22500 0 22014 0 424587 0 0 KATHERINE S LAUDERDALE 0 306072 0 62000 0 140 0 22500 0 11836 0 402548 0 0 THOMAS E TARDIVO 0 204165 0 31200 0 0 0 17274 0 21720 0 274359 0 0 BRIAN J REDDINGTON 193659 0 32500 0 271 0 15580 0 10761 0 252771 0 0 0 KAREN E AVERY 129484 0 6950 0 0 0 10185 0 17506 0 164125 0 0 0 PART I, LINE 4B PARTICIPATED IN, OR RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: PAULA A.KERGER SUPPLEMENTAL 457F RETIREMENT PLAN CONTRIBUTION $50,000 MICHAEL D. JONES SUPPLEMENTAL 457F RETIREMENT PLAN CONTRIBUTION $33,500 X 6 195917 MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: NON-STANDARD GIFTS, AND ALL GIFTS > $100K IN IMPUTED VALUE, ARE REVIEWED FOR APPROPRIATENESS BY THE GIFT ACCEPTANCE COMMITTEE (GAC). THE PBS FOUNDATON'S GIFT ACCEPTANCE POLICY (GAC) DENOTES ACCEPTANCE AND LIQUIDATION OF UNRESTRICTED GIFTS OF PUBLICLY TRADED SECURITIES, RESTRICTED SECURITIES AND TRANSFER OF MUTUAL FUNDS IN SUPPORT OF INITIATIVES CONSISTENT WITH THE FOUNDATION'S MISSION, PURPOSE AND PRIORITIES, AND COMPATIBLE WITH THE FOUNDATION'S TAX-EXEMPT STATUS. TRANSFERS ARE MADE TO THE FOUNDATION'S INVESTMENT ACCOUNT WITH TD AMERITRADE, OR DONOR ACCOUNTS MAY BE TRANSFERRED TO THE FOUNDATION AS THE BENEFICIARY OF A BEQUEST OR RETIREMENT PLAN. THE FOUNDATION WORKS WITH THE APPLICABLE FINANCIAL INSTITUTION AND THE PARENT COMPANY'S DIRECTOR OF TREASURY TO CONVERT SECURITIES TO CASH, WITHIN A 90 DAY PERIOD FROM RECEIPT OF THE GIFT. GIFTS OF TANGIBLE PERSONAL AND REAL PROPERTY ARE REVIEWED FOR ACCEPTANCE BY THE GIFT ACCEPTANCE COMMITTEE ON A CASE-BY-CASE BASIS. FORM 990, PART VI, SECTION A, LINE 6 PBS IS PBS FOUNDATION'S SOLE MEMBER (ARTICLE 2.1 OF THE PBS FOUNDATION BYLAWS). FORM 990, PART VI, SECTION A, LINE 7A PER ARTICLE 3.3 OF THE PBS FOUNDATION BYLAWS, PBS CAN APPOINT 3 MEMBERS TO THE BOARD OF THE PBS FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B PER ARTICLE 3.3 OF THE BYLAWS, PBS' NOMINATING AND CORPORATE GOVERNANCE COMMITTEE MUST APPROVE ALL APPOINTMENTS OF PBS FOUNDATION BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE PROCESS FOR REVIEWING THE PBS FOUNDATION FORM 990 PRIOR TO FILING INCLUDES A THOROUGH REVIEW BY THE EXECUTIVE DIRECTOR AND CERTAIN OFFICERS OF THE PBS FOUNDATION, INCLUDING THE PRESIDENT, TREASURER, AND ASSISTANT TREASURER. THE OFFICERS OF THE FOUNDATION ARE ALSO MEMBERS OF THE SENIOR MANAGEMENT TEAM AT PBS. FORM 990, PART VI, SECTION B, LINE 12C ADHERING WITH PBS'S CONFLICT OF INTEREST POLICY, PBS FOUNDATION EXECUTIVE STAFF, OFFICERS AND BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM AT THE BEGINNING OF EACH FISCAL YEAR. THESE FORMS ARE DISTRIBUTED, COLLECTED, REVIEWED, AND RETAINED THROUGH THE OFFICE OF PBS'S CORPORATE SECRETARY AND GENERAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15 THE PBS FOUNDATION SEEKS INDEPENDENT, PUBLISHED RESEARCH AND THE ADVICE OF A COMPENSATION EXPERT IN ORDER TO DETERMINE ANNUAL COMPENSATION FOR ITS EXECUTIVE DIRECTOR AND OTHER KEY MANAGEMENT POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND POLICIES GOVERNING THE PBS FOUNDATION ARE MADE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART VIII, LINES 7A AND 7B: THE PBS FOUNDATION RECEIVES CONTRIBUTIONS IN THE FORM OF MARKETABLE SECURITIES WHICH IT LIQUIDATES TO CASH AS SOON AS REASONABLY POSSIBLE. THESE AMOUNTS ARE RECORDED AS CONTRIBUTION REVENUE ON LINE 1F OF THE SCHEDULE IN THE PERIOD RECEIVED. THESE SAME SECURITIES ARE RECORDED AT THE GROSS SALES AMOUNT ON LINE 7A OF THE SCHEDULE WHEN SOLD, WITH AN EQUAL AND OFFSETTING AMOUNT ON LINE 7B AS THE COST OF THESE SECURITIES IS EQUAL TO MARKET VALUE. OVERSIGHT OF AUDITED FINANCIAL STATEMENTS: FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE IN THE AUDIT OVERSIGHT PROCESS FROM THE PREVIOUS YEAR. RECONCILIATION OF NET ASSETS: SUPPLEMENTAL INFORMATION FORM 990, PART XI LINE 3 EXPENSES ARE GREATER THAN REVENUES REFLECTING THE TIMING OF RECEIPT OF GRANT FUNDS OR COMMITMENTS IN ONE PERIOD, AND DISBURSEMENT OF THOSE FUNDS IN FULFILLMENT OF THOSE OBLIGATIONS IN SUBSEQUENT PERIODS. PUBLIC BROADCASTING SERVICE 2100 CRYSTAL DRIVE ARLINGTON VA 22202 520899215 NAT'L MEMBER ORG FOR AMERICAN'S PUBLIC TV STATIONS DC 501(C)(3) 170(B)(1)(A) (VI) N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0