2012-04-06T07:50:55-05:00 2011-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 3100 PHILADELPHIA PA 19103 990 2010-07-01 562307147 The Pew Charitable Trusts PEWC 2155759050 One Commerce Square 2005 Market St Philadelphia PA 19103 Rebecca W Rimel 2155759050 2012-04-03 true 2155614200 2010 2016-02-24 21:20:13Z Rebecca W Rimel 2005 Market Street ste 1700 Philadelphia PA 19103 304980480 false X www.pewtrusts.org X 2002 PA 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 stimulate civic life. 13 12 785 3 -82882 -82982 285992854 283661448 6083343 4118380 12821923 13088994 -1386708 -737185 303511412 300131637 110954646 120195647 0 0 71564773 80949365 0 162985 2929955 76389727 76154278 258909146 277462275 44602266 22669362 752424802 792265099 372762548 361569562 379662254 430695537 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 stimulate civic life. false false 172714777 44742185 Improving public policy. We study and promote nonpartisan policy solutions for pressing and emerging problems affecting the American public and the global community. 25747320 22813108 Informing the public. The 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. 56465691 52640354 Stimulating 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. 4118380 254927788 true true false true true false false true false true false false false true true false true false true true true false true false false false true false true true false false false false false false false true false false true false false false false true true true false false true 524 0 785 true true true true AS BE UK false false false false false false false false false false false X 13 12 true false false false false false false true true false true true true true true true true true true true false AL AK AZ AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X HENRY B BERNSTEIN 2155754794 2005 MARKET STREET SUITE 1700 Philadelphia PA 19103 X Robert H Campbell 6.0 X X 21000 0 0 J Howard Pew II 3.0 X 21000 65000 0 Susan W Catherwood 3.0 X 21000 63500 0 Gloria Twine Chisum 3.0 X 21000 0 0 Arthur E Pew III 3.0 X 1000 0 0 JN Pew IV MD 3.0 X 21000 76500 0 Mary Catharine Pew MD 3.0 X 22000 0 0 R Anderson Pew 3.0 X 21000 75000 0 Sandy Ford Pew 3.0 X 22000 63500 0 Robert G Williams 3.0 X 22000 68500 0 Ethel Benson Wister 3.0 X 21000 38000 0 Aristides W Georgantas 3.0 X 23000 58000 0 JN Pew 3rd 3.0 X 0 30000 0 Rebecca W Rimel 50.0 X X 708722 0 443156 Henry B Bernstein 50.0 X 322633 0 47829 Michael J Dahl 50.0 X 325570 0 50592 Shelley Hearne 50.0 X 266562 0 43729 Donald Kimelman 50.0 X 292591 0 50592 Joshua Reichert 50.0 X 350628 0 50592 Susan Urahn 50.0 X 310542 0 50592 Susan Haindl 50.0 X 287388 0 47829 Robin R Ganzert 50.0 X 218060 0 40390 Deborah Hayes 50.0 X 279644 0 42277 Kevin P Smith 50.0 X 212827 0 45176 Gregory S Smith 50.0 X 214933 0 47207 Lester W Baxter 50.0 X 193261 0 44080 Thomas A Wathen 50.0 X 191728 0 43846 Susan Magill 50.0 X 137093 0 20933 4549182 538000 1068820 154 true true false Hitt Contracting Inc PO Box 403509 ATLANTA GA 30384 Construction 6138484 Fortune Media Inc 527 Avenue B REDONDO BEACH CA 90277 Program Consulting 2210526 Deloitte Consulting PO Box 7247-6447 PHILADELPHIA PA 19170 IT Consulting 1502550 Grassroots Solutions 2929 University Avenue MINNEAPOLIS MN 55515 Program Consulting 1224070 Communications Inc 43 HASSOCKS ROAD WEST SUSSEX 0 UK BN69Q1 Program Consulting 1146422 117 663 246937943 216386 36506456 1585969 283661448 RETURNED GRANTS 900099 247978 247978 901 E RENTAL REVENUE 531120 3823327 3823327 CONFERENCE CENTER REVENUE 532000 47075 47075 4118380 13152173 13152173 22 22 3277 3277 3966335 4761997 -795662 -795662 -82882 -712780 23645 86846 -63201 -63201 -63201 0 0 0 SUPPORT SERVICE REVENUE 561000 55200 55200 55200 300131637 4118380 -82882 12434691 116114747 116114747 0 4080900 4080900 0 4411930 2787748 1224827 399355 0 54530256 49242225 3715247 1572784 5452515 3737222 1541705 173588 12607083 8748613 3606514 251956 3947581 2705722 1116183 125676 185706 131471 54235 817070 674126 141208 1736 154426 109326 45100 2520565 2520565 162985 162985 1274364 902187 372177 35959185 34446823 1425769 86593 1108887 1069732 38805 350 3032586 2564321 466868 1397 3900437 3189073 711218 146 0 6359717 4941374 1418343 4101626 3877296 138570 85760 111310 111310 2414729 2338700 66819 9210 6119364 4332210 1787154 0 4881781 3456432 1425349 313006 285675 27331 PRINTING AND PUBLICATIONS 1162045 1102417 54661 4967 SUBSCRIPTIONS 767657 651901 111599 4157 PROFESSIONAL DUES 180848 166847 6398 7603 EMPLOYMENT - PLACEMENT 537129 387131 108306 41692 HONORARIA 251840 251694 146 277462275 254927788 19604532 2929955 23257275 24267263 206291463 221606798 35196533 39003701 535170 356230 5000000 5000000 3369164 3393268 229186621 19496580 199744234 209690041 271266601 276932883 7764362 12014915 752424802 792265099 12773318 12315314 121229395 112053778 180000000 180000000 2723871 5894425 12260000 8130000 43775964 43176045 372762548 361569562 X 258675124 308430628 120987130 122264909 379662254 430695537 752424802 792265099 X 22669362 28363921 X false true true X false X 288249006 362843876 316317307 284885913 284788389 1537084491 288249006 362843876 316317307 284885913 284788389 1537084491 1124253931 412830560 15944866 22750953 10213516 16381098 17121807 82412240 185500 59724 60000 58697 55200 419121 1619915852 13303250 0.25485 0.25497 X Facts and Circumstances Test The Pew Charitable Trusts (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 stimulate 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's public support fraction is 25.48 percent, well above the 10 percent threshold. Since Pew became a public charity in 2004, this fraction is approaching one-third public support. 2. Attraction of public support. Pew is organized and operated to attract new and additional support on a continuous basis. Pew maintains a full-time development staff that is actively involved in seeking financial support from diverse sources on an ongoing basis. 3. Sources of Support. Pew is supported by a diverse and representative group of donors. During fiscal year 2011, Pew received grants and contributions from more than 150 donors, including individuals, public charities, private foundations, corporations and government entities. Its programs and activities have broad appeal to members of the public that share an interest in its many different areas of focus. 4. Representative governing body. Pew is governed by a thirteen member board of directors. The members of Pew's board have backgrounds in philanthropy 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 a variety of 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 conferences, seminars and other public forums, and are posted on Pew's website, www.pewtrusts.org. During fiscal year 2011, Pew released more than 100 research reports and sponsored numerous conferences and seminars on subjects such as trends in early education, financial reform, ocean protection, and global public opinion trends and analysis. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true true 398097 true 142902 true 58411 true 1106213 true 1919892 true 310234 false 3935749 false SCHEDULE C, PART IV 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 activities include direct and grassroots lobbying by employees, contractors, and grantees. 3 12600 2462674 62066564 true true false true 0 90000000 90000000 0 118547678 8163558 110384120 0 2811950 1718419 1093531 0 17826993 9614603 8212390 0 0 0 209690041 0 DEFERRED RENT 1025131 FUNDS HELD IN DEPOSIT 396362 SWAP LIABILITY 19931235 ACCRUED PENSION PLANS 21823317 43176045 300131637 277462275 22669362 21092829 669874160 690966989 713636351 990751950 21092829 667067057 688159886 302592064 -2460427 -2460427 300131637 277115599 -346676 -346676 277462275 277462275 FORM 990, SCHEDULE D, PART IV, LINE 2B EXPLANATION OF FORM 990, PART X, LINE 21 PEW ACTS AS THE CUSTODIAN OF FUNDS FOR CERTAIN OUTSIDE PARTIES. AMOUNTS ARE PAYABLE UPON THE OCCURRENCE OF FUTURE EVENTS AS DICTATED BY THE OUTSIDE PARTIES. form 990, schedule d, PART X the organization's liability for uncertain tax positions under fin 48 Schedule D, Part XI, Line 8 UNREALIZED Foreign Exchange Gain 1,293,989 Change in Beneficial Interest in Trusts 662,603,068 Unrealized Gain on interest rate Swap agreements 5,977,103 ----------- TOTAL 669,874,160 Schedule D, Part XII, Line 2D Change in beneficial interest in trusts 662,603,068 Unrealized foreign exchange gain 1,293,989 Funds recorded as revenue for audit and custodial for tax purposes 3,170,000 ----------- TOTAL 667,067,057 Schedule D, PArt XII, Line 4B Sub-tenant revenue, NET OF EXPENSES (RECLASS) (788,467) Expenses related to 901 E non-501(c)(3)/like-minded tenants (RECLASS) (837,800) Expenses related to the garage at 901 E (RECLASS) (747,314) Cost basis of fixed asset sold during FY11 (86,846) --------- TOTAL (2,460,427) schedule d, part xiii, line 2d Unrealized gain on interest rate swap agreements (5,977,103) Sub-tenant revenue, NET OF EXPENSES (RECLASS) 788,467 Expenses related to 901 E non-501(c)(3)/like-minded tenants (RECLASS) 837,800 Expenses related to the garage at 901 E (RECLASS) 747,314 Cost basis of fixed asset sold during FY11 86,846 Funds recorded as expense for audit and custodial for tax purposes 3,170,000 ----------- Total (346,676) true East Asia and the Pacific Investments 3768000 Europe (Including Iceland and Greenland) Investments 5963000 Central America and the Caribbean Program Services Protecting Ocean Life 6064 East Asia and the Pacific 1 4 Program Services Protecting Ocean Life 1587205 Europe (Including Iceland and Greenland) 2 18 Program Services Protecting Ocean Life 6044538 Middle East and North Africa Program Services Protecting Ocean Life 139066 North America Program Services Protecting Ocean Life 65141 South America Program Services Protecting Ocean Life 105326 South Asia Program Services Protecting Ocean Life 1248 Sub-Saharan Africa Program Services Protecting Ocean Life 75613 East Asia and the Pacific Program Services Environmental Mgmt 70000 Europe (Including Iceland and Greenland) Program Services Environmental Mgmt 225625 North America Program Services Environmental Mgmt 4176 East Asia and the Pacific Program Services Prescription Project 2637 East Asia and the Pacific 5 Program Services Wilderness Protection 2131602 North America Program Services Wilderness Protection 3310 Europe (Including Iceland and Greenland) Program Services Wilderness Protection 807 East Asia and the Pacific Program Services Scholars and Fellows 281 Europe (Including Iceland and Greenland) Program Services Scholars and Fellows 1574 Europe (Including Iceland and Greenland) Program Services Health Impact 494 East Asia and the Pacific Grantmaking 2496900 Europe (Including Iceland and Greenland) Grantmaking 74000 North America Grantmaking 1510000 3 27 3 27 20193358 4083249 24276607 North America Civic 160000 Wire North America Policy 150000 Wire East Asia/Pacific Policy 2496900 Wire Europe/Iceland/Greenland Policy 74000 Wire North America Policy 1200000 Wire 5 false false false false false false FORM 990, SCHEDULE F, PART 1, LINE 2 Pew's process for monitoring the use of grant funds outside the United States is the same as the process for monitoring those within the United States. As with domestic applicants, Pew generally requests the following supporting documents from all international grantees: (1) Board of directors list, (2) three years of audited financial statements or equivalent, and (3) documentation to validate the potential grantee's 501(c)(3) foreign equivalency status. Grantees, generally, are required to submit narrative and financial reports at least once per year and final reports at the end of the grant term. In some cases, Pew exercises oversight over the grantee through other means designed to ensure all grant funds are used appropriately. Additionally, Pew conducts OFAC (Office of Foreign Asset Control) checks on all foreign grantees, and requires each foreign grantee to certify 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. FORM 990, SCHEDULE F, PART I, LINE 3 Investments: Pew maintains local currency bank accounts in foreign countries in which it operates offices. Protecting ocean life: pew promotes policies around the world to protect oceans and the life they sustain. This work includes helping to win passage of measures to curb unsustainably high fishing rates, support creation of large marine reserves, protect endangered shark populations, and end illegal fishing on the high seas. Environment Program Management: Pew provides management and administrative support to its Environment programs throughout the world. Prescription Project: Pew provides guidance on the safety of the pharmaceutical supply chain. Wilderness protection and public lands: pew works for the protection of wilderness and other biologically diverse lands in the united states, Canada, and Australia. Scholars and fellows: Pew supports promising early-career scientists and biomedical scholars in research. Health impact assessments: Pew, along with a major donor, launched a national initiative to promote the use of health impact assessments to inform policy-makers on the health effects of their decisions. Grant Making: Pew grants funds to various organizations that support its mission. FORM 990, SCHEDULE F, PART I, LINE 3 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. Per the IRS Form 990 instructions, Pew does not allocate indirect expenses to foreign activities. FORM 990, SCHEDULE F, PART II GRANTs are reported on the accrual basis, the same method used for the audited financial statements. 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501 (c) (3) 25000 Policy Center for Health Policy Development 10 Free St 2nd FL Portland ME 04101 521576801 501 (c) (3) 65200 Policy Center for Public Integrity 910 17th Street NW Washington DC 20006 541512177 501 (c) (3) 100000 Policy Central Montgomery MHMR Center 1100 Powell Street Norristown PA 19401 231548819 501 (c) (3) 80000 Civic Life Children's Institute 1221 SW Yamhill St Portland OR 97205 931095351 501 (c) (3) 25000 Policy Clark University 950 Main Street Worcester MA 01610 042111203 501 (c) (3) 560000 Policy Cold Spring Harbor Laboratory 1 Bungtown Rd Cold Spring Harbor NY 11724 112013303 501 (c) (3) 1761224 Policy Colorado Criminal Justice Reform Coalition 1212 Mariposa Street 6 Denver CO 80204 841449882 501 (c) (3) 75000 Policy Community Initiatives 345 Pine St STE 700 San Fran CA 94104 943255070 501 (c) (3) 25000 Policy Community Learning Center 2801 Frankford Ave Philadelphia PA 19134 232791129 501 (c) (3) 105000 Civic Life Community Resources for Justice 355 Boylston 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19103 231352265 501 (c) (3) 150000 Civic Life People's Emergency Center 325 N 39th Street Philadelphia PA 19104 232017882 501 (c) (3) 140000 Civic Life Pew Research Center 1615 L St NW STE 700 Washington DC 20036 200881724 501 (c) (3) 4900000 Information Pew Research Center 1615 L St NW STE 700 Washington DC 20036 200881724 501 (c) (3) 5600000 Information Pew Research Center 1615 L St NW STE 700 Washington DC 20036 200881724 501 (c) (3) 6801000 Information Pew Research Center 1615 L St NW STE 700 Washington DC 20036 200881724 501 (c) (3) 5490000 Information Philadelphia FIGHT 1233 Locust St 5th Fl Phila PA 19107 232625934 501 (c) (3) 180000 Civic Life Philadelphia Folklore Project 735 S 50th St Philadelphia PA 19143 232568080 501 (c) (3) 48000 Civic Life Philadelphia Orchestra 260 S Broad St STE 1600 Phila PA 19102 231352289 501 (c) (3) 135000 Civic Life Phila Youth for Change Charter School 1231 N Broad St 3rd Fl Phila PA 19122 232728467 501 (c) (3) 225000 Civic Life Philadelphia Zoo 3400 W Girard Ave Philadelphia PA 19104 231352298 501 (c) (3) 600000 Civic Life Planned Parenthood 434 W 33rd St New York NY 10001 131644147 501 (c) (3) 1000000 Civic Life Prichard Committee for Academic Excellence PO Box 1658 Lexington KY 40588 611026214 501 (c) (3) 25000 Policy Project HOME 1515 Fairmount Ave Philadelphia PA 19130 232555950 501 (c) (3) 297000 Civic Life Public Health Management Corporation 260 S Broad St 18th Fl Phila PA 19102 237221025 501 (c) (3) 200000 Civic Life Public Health Management Corporation 260 S Broad St 18th Fl Phila PA 19102 237221025 501 (c) (3) 215000 Civic Life Ralston House 3615 Chestnut Street Philadelphia PA 19104 231387107 501 (c) (3) 150000 Civic Life Regents of the Univ of Cali Santa Cruz 200 Clark Kerr Hall Santa Cruz CA 95064 941539563 501 (c) (3) 25000 Policy Resources for Human Development 4700 Wissahickon Ave Phila PA 19144 231727133 501 (c) (3) 126000 Civic Life Resources for Human Development 4700 Wissahickon Ave Phila PA 19144 231727133 501 (c) (3) 214000 Civic Life Rhode Island Kids Count One Union Station Providence RI 02903 061485449 501 (c) (3) 10000 Policy Rutgers University Foundation 7 Winants Hall New Brunswick NJ 08901 237318742 501 (c) (3) 885024 Policy Save Our Wild Salmon Coalition 200 First Ave W Ste 201 Seattle WA 98119 911673170 501 (c) (3) 250000 Policy Scenic Hudson Land Trust 1 Civic Ctr Plaza Poughkeepsie NY 12601 237148333 501 (c) (3) 900000 Civic Life Scenic Hudson Land Trust 1 Civic Ctr Plaza Poughkeepsie NY 12601 237148333 501 (c) (3) 330971 Civic Life Scenic Hudson Land Trust 1 Civic Ctr Plaza Poughkeepsie NY 12601 237148333 501 (c) (3) 612058 Civic Life Schuyler Center for Analysis and Advocacy 150 State St 4th Fl Albany NY 12207 135562357 501 (c) (3) 30000 Policy Sheffield Land Trust PO Box 940 Sheffield MA 01257 043079035 501 (c) (3) 481531 Civic Life Sky Island Alliance PO Box 41165 Tucson AZ 85717 860796748 501 (c) (3) 70000 Policy Southern Appalacian Forest Coalition 825 Merrimon Ave Asheville NC 28804 300066360 501 (c) (3) 77500 Policy Southern Environmental Law Center 201 W Main St Charlottesville VA 22902 521436778 501 (c) (3) 9000 Policy Squam Lakes Conservation Society PO Box 696 Holderness NH 03245 026012747 501 (c) (3) 122076 Civic Life Squam Lakes Conservation Society PO Box 696 Holderness NH 03245 026012747 501 (c) (3) 2144603 Civic LIfe Strategies for Children 400 Atlantic Avenue Boston MA 02110 043551406 501 (c) (3) 25000 Policy Strategies for the Global Environment 2101 Wilson Blvd Arlington VA 22201 541892252 501 (c) (3) 3500000 Policy Temple University 1801 N Broad St Philadelphia PA 19122 231365971 501 (c) (3) 116000 Civic Life Texas Public Policy Foundation 900 Congress Ave STE 400 Austin TX 78701 742524057 501 (c) (3) 486409 Policy Theodore Roosevelt Conservation Partnership 555 11th St NW STE 600 Wash DC 20004 043706385 501 (c) (3) 450000 Policy Tides Center PO Box 29907 San Francisco CA 94129 943213100 501 (c) (3) 190828 Policy Trevor's Campaign 761 W Sproul Rd 123 Springfield PA 19064 232277784 501 (c) (3) 75000 Civic Life Trustees of Reservations 572 Essex Street Beverly MA 01915 042105780 501 (c) (3) 174212 Civic Life Unemployment Information Center 112 N Broad St 11th Fl Phila PA 19102 232000486 501 (c) (3) 110000 Civic Life Union of Concerned Scientists Two Brattle Square Cambridge MA 02238 042535767 501 (c) (3) 260000 Policy United Way of Greater Cincinnati 2400 Reading Road Cincinnati OH 45202 310537502 501 (c) (3) 80000 Policy United Way of Southeast Delaware County 2310 Providence Avenue Chester PA 19013 231353277 501 (c) (3) 65000 Civic Life United Way of Southeastern Pennsylvania 7 Benjamin Franklin Pky Phila PA 19103 231556045 501 (c) (3) 700000 Civic Life United Ways of Texas 1122 Colorado STE 102 Austin TX 78701 741618608 501 (c) (3) 72500 Policy University City District 3940 Chestnut Street Philadelphia PA 19104 232913784 501 (c) (3) 168000 Civic Life University of Pittsburgh 107 Cathedral of Learning Pitts PA 15260 250965591 501 (c) (3) 60000 Policy University of the Arts 320 South Broad St Philadelphia PA 19102 231639911 501 (c) (3) 1242000 Civic Life University of the Arts 320 South Broad St Philadelphia PA 19102 231639911 501 (c) (3) 1495000 Civic Life University of the Arts 320 South Broad St Philadelphia PA 19102 231639911 501 (c) (3) 1528000 Civic Life University of the Arts 320 South Broad St Philadelphia PA 19102 231639911 501 (c) (3) 1556000 Civic Life University of the Arts 320 South Broad St Philadelphia PA 19102 231639911 501 (c) (3) 1592000 Civic Life University of the Arts 320 South Broad St Philadelphia PA 19102 231639911 501 (c) (3) 1594000 Civic Life University of the Arts 320 South Broad St Philadelphia PA 19102 231639911 501 (c) (3) 1608000 Civic Life University of Utah 201 Presidents Circle Salt Lake City UT 84112 876000525 501 (c) (3) 95519 Policy University of Washington 301 Gerberding Hall Seattle WA 98195 916001537 115 150000 Policy Urban Institute 2100 M Street NW Washington DC 20037 520880375 501 (c) (3) 156000 Policy Urban Institute 2100 M Street NW Washington DC 20037 520880375 501 (c) (3) 34615 Policy Ursinus College 601 E Main St Collegeville PA 19426 231177930 501 (c) (3) 350000 Civic Life Vera Institute of Justice 233 Broadway 12th Floor New York NY 10279 131941627 501 (c) (3) 619564 Policy Vermont Land Trust 8 Bailey Avenue Montpelier VT 05602 030264836 501 (c) (3) 620473 Civic Life VNA Community Services 1421 Highland Avenue Abington PA 19001 232363504 501 (c) (3) 175000 Civic Life Voices for Alabama's Children PO Box 4576 Montgomery AL 36103 582020321 501 (c) (3) 25000 Policy Voices for America's Children 1000 Vermont Ave NW Wash DC 20005 341479461 501 (c) (3) 146353 Policy Voices for Illinois Children 208 S LaSalle STE 1490 Chicago IL 60604 363480909 501 (c) (3) 25000 Policy Washington Wilderness Coalition 305 N 83rd St Seattle WA 98103 911102692 501 (c) (3) 25000 Policy Westchester Children's Association 470 Mamaroneck Ave White Plains NY 10605 131740066 501 (c) (3) 1500000 Civic Life Wilderness Society 1615 M Street NW Washington DC 20036 530167933 501 (c) (3) 132500 Policy Wilderness Workshop PO Box 1442 Carbondale CO 81623 741900412 501 (c) (3) 30000 Policy Wistar Institute of Anatomy and Biology 3601 Spruce Street Philadelphia PA 19104 236434390 501 (c) (3) 1000000 Civic Life Women Against Abuse 100 S Broad St STE 1341 Phila PA 19110 231984838 501 (c) (3) 184000 Civic Life Women's Community Revitalization Project 407-11 Fairmount Ave Phila PA 19123 222840188 501 (c) (3) 173000 Civic Life Women's Opportunities Resource Center 2010 Chestnut Street Philadelphia PA 19103 232741508 501 (c) (3) 200000 Civic Life Wyoming Wilderness Association PO Box 6588 Sheridan WY 82801 383667856 501 (c) (3) 20000 Policy Yaak Valley Forest Council 265 Riverview Drive Troy MT 59935 810517993 501 (c) (3) 15000 Policy Academy of Music of Philadelphia 260 S Broad St 16th Fl Phila PA 19102 231501159 501 (c) (3) 30000 Matching Gifts Adat Shalom Reconstructionist 7727 Persimmon Tree Lane Bethesda MD 20817 521763027 501 (c) (3) 5052 Matching Gifts Alaska Wilderness League 122 C St NW STE 240 Washington DC 20001 521814742 501 (c) (3) 8400 Matching Gifts Antioch of Calvary Chapel 4721 Chestnut St Philadelphia PA 19139 320078838 501 (c) (3) 11000 Matching Gifts Asian Pacific American Legal Resource 1012 14th St NW STE 450 Wash DC 20005 522148028 501 (c) (3) 6700 Matching Gifts Blanchette Rockefeller 8 Medical Center Drive Morgantown WV 26505 550771139 501 (c) (3) 10000 Matching Gifts Capitol Hill Day School 210 South Carolina Ave SE Wash DC 20003 520894477 501 (c) (3) 19523 Matching Gifts Chesapeake Church PO Box 936 Huntington MD 20639 521378847 501 (c) (3) 12300 Matching Gifts Christ Congregational Church 9525 Colesville Rd Silver Spring MD 20901 520608015 501 (c) (3) 5600 Matching Gifts Christ Protestant Episcopal Church 118 N Washington St Alexandria VA 22314 311629166 501 (c) (3) 8667 Matching Gifts Church Of The Good Shepherd 1116 Lancaster Avenue Bryn Mawr PA 19101 311629166 501 (c) (3) 10000 Matching Gifts Compassion International Inc 12290 Voyager Parkway Colorado Springs PA 80921 362423707 501 (c) (3) 10000 Matching Gifts Congregation Rodeph Shalom 615 N Broad St Philadelphia PA 19123 231365228 501 (c) (3) 22400 Matching Gifts Coriell Institute For Medical Research 403 Haddon Avenue Camden NJ 08103 210672684 501 (c) (3) 15000 Matching Gifts Delaware County Community College 901 South Media Line Road Media PA 19063 232143790 501 (c) (3) 6000 Matching Gifts Doctors Without Borders USA 333 7th Avenue FL2 New York NY 10001 133433452 501 (c) (3) 5005 Matching Gifts Downeast Rail Heritage Preservation Trust PO Box 950 Bar Harbor ME 04609 161714124 501 (c) (3) 30000 Matching Gifts Earthjustice 426 17th St 6th Fl Oakland CA 94612 941730465 501 (c) (3) 7500 Matching Gifts Eisenhower Medical Center 39000 Bob Hope Dr Rancho Mirage CA 92270 956130458 501 (c) (3) 15000 Matching Gifts Franklin Institute 222 N 20th St Philadelphia PA 19103 231370501 501 (c) (3) 15000 Matching Gifts Glacier National Park Fund 402 9th St West Columbia Falls MT 59912 562579734 501 (c) (3) 9000 Matching Gifts Harvard University 124 Mt Auburn Street Cambridge MA 02138 042103580 501 (c) (3) 6100 Matching Gifts Heritage of Faith - Vision of Hope 222 N 17th St Philadelphia PA 19103 231530528 501 (c) (3) 6834 Matching Gifts Holy Name of Jesus Church 701 East Gaul Street Philadelphia PA 19125 231384933 501 (c) (3) 6800 Matching Gifts Hoops Sagrado (Sacred Hoops) PO Box 21332 Washington DC 20009 522250365 501 (c) (3) 20000 Matching Gifts Hopewell United Methodist Church 20 Blackwell Avenue Hopewell NJ 08525 222426411 501 (c) (3) 10000 Matching Gifts Joy Lutheran Church 10111 Eagle Riv Loop Eagle River AK 99577 270682347 501 (c) (3) 9000 Matching Gifts Kate's Club Inc 1330 W Peachtree St Atlanta GA 30309 161646487 501 (c) (3) 15598 Matching Gifts Maret School Inc 3000 Cathedral Ave NW Washington DC 20016 530211355 501 (c) (3) 6902 Matching Gifts Metropolitan Memorial Foundation 3401 Nebraska Ave NW Washington DC 20016 530225162 501 (c) (3) 11029 Matching Gifts Monell Chemical Senses Center 3500 Market Street Philadelphia PA 19104 232020897 501 (c) (3) 10125 Matching Gifts Muscular Dystrophy Association 1060 N Kings Hwy Cherry Hill NJ 08034 131665552 501 (c) (3) 11100 Matching Gifts Old Naval Hospital Foundation 419 E Capital St SE Washingtion DC 20003 270038119 501 (c) (3) 23700 Matching Gifts Parents for Nontoxic Alternatives PO Box 6283 Washington DC 20015 200059831 501 (c) (3) 16667 Matching Gifts Planned Parenthood Association 437 East State Street Trenton NJ 08608 530204621 501 (c) (3) 7500 Matching Gifts Proclamation Presbyterian Church 278 S Bryn Mawr Ave Bryn Mawr PA 19010 232593183 501 (c) (3) 10000 Matching Gifts Roanoke College 221 College Lane Salem VA 24153 540505945 501 (c) (3) 20000 Matching Gifts SOME Inc 71 O Street NW Washington DC 20001 237098123 501 (c) (3) 5450 Matching Gifts Seattle Academy of Arts and Sciences 1201 East Union Street Seattle WA 98122 911223580 501 (c) (3) 7500 Matching Gifts Shrewsbury Parish Church PO Box 187 Kennedyville MD 21645 521956132 501 (c) (3) 9000 Matching Gifts Sidwell Friends School 3825 Wisconsin Ave NW Wash DC 20016 530196519 501 (c) (3) 6000 Matching Gifts Snowmass Chapel & Community Center PO Box 17169 Snowmass Village CO 81615 840855130 501 (c) (3) 15000 Matching Gifts St Columba's Episcopal Church 4201 Albemarle St NW Washington DC 20016 530232824 501 (c) (3) 20000 Matching Gifts St Mary's Episcopal Church 36 Ardmore Avenue Ardmore PA 19003 231352469 501 (c) (3) 9000 Matching Gifts Trustees of the Univ of Pennsylvania 3451 Walnut Street Philadelphia PA 19104 231352685 501 (c) (3) 20700 Matching Gifts Thomas Jefferson Foundation PO Box 316 Charlottesville VA 22902 540505959 501 (c) (3) 7500 Matching Gifts United Way of Southeastern Pennsylvania 7 Benjamin Franklin Pkwy Phila PA 19103 231556045 501 (c) (3) 18752 Matching Gifts United Way of the National Capital Area 8391 Old Courthouse Rd Vienna VA 22181 530234290 501 (c) (3) 5890 Matching Gifts University of Washington 301 Gerberding Hall Seattle WA 98195 916001537 501 (c) (3) 5600 Matching Gifts 209 6 FOrm 990, schedule i, part i, question 2 Pew generally requests the following supporting documents from all grantees: (1) Board of directors list, (2) three years of audited financial statements or equivalent, and (3) IRS determination letter. Grantees are generally required to submit narrative and financial reports at least once per year and final reports at the end of the grant term. In some cases, pew exercises oversight over the grantee through other means designed to ensure all grant funds are used appropriately. 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 true true X X X X X X false true false false false false false false false Rebecca W Rimel 677335 0 0 0 31387 0 430476 0 12680 0 1151878 0 Henry B Bernstein 307600 0 0 0 15033 0 31850 0 15979 0 370462 0 Michael J Dahl 318274 0 0 0 7296 0 31850 0 18742 0 376162 0 Shelley Hearne 258250 0 0 0 8312 0 27766 0 15963 0 310291 0 Donald Kimelman 284799 0 0 0 7792 0 31850 0 18742 0 343183 0 Joshua Reichert 338574 0 0 0 12054 0 31850 0 18742 0 401220 0 Susan Urahn 302884 0 0 0 7658 0 31850 0 18742 0 361134 0 Deborah Hayes 274250 0 0 0 5394 0 31850 0 10427 0 321921 0 Susan Haindl 282622 0 0 0 4766 0 31850 0 15979 0 335217 0 Robin R Ganzert 158699 0 0 0 59361 0 23195 0 17195 0 258450 0 Kevin P Smith 210999 0 0 0 1828 0 26721 0 18455 0 258003 0 Gregory S Smith 214273 0 0 0 660 0 28687 0 18520 0 262140 0 Lester W Baxter 191764 0 0 0 1497 0 25668 0 18412 0 237341 0 Thomas A Wathen 188944 0 0 0 2784 0 25477 0 18369 0 235574 0 Susan Magill 115927 0 0 0 21166 0 16943 0 3990 0 158026 0 FORM 990, SCHEDULE J, PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: One of the highest compensated employees received a tax gross-up totaling $34,604 related to commuting expenses as per their employment agreement. The gross-up was reported on form w-2 as taxable income as required and disclosed on form 990. FORM 990, SCHEDULE J, PART I Line 4B and Part II Supplemental Non-qualified Retirement Plan: THE PRESIDENT AND CEO PARTICIPATES IN An IRC section 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. AS A RESULT OF HER PARTICIPATION IN THIS PLAN, $398,626 IS INCLUDED IN HER DEFERRED COMPENSATION of which $159,598 IS ATTRIBUTABLE TO PRIOR SERVICE COST. District of Columbia 536001131 2548392M4 2008-03-26 180000000 See Schedule O false false false 0 0 180436751 0 0 0 0 0 900000 179536751 0 0 2009 false false false false false true true false true 0.00580 0.00580 true false true false false false true Susan Magill Former Key Employee 4378 PYMT CONSULTING POST EMPLYMT false X 19 1585969 Liquidation value 0 false true true Schedule M, Line 9 Pew is treating each separate gift as a contribution rather than each individual share received. Schedule M, Line 32b Pew holds a gift processing account with a bank. Upon receipt of a gift of securities to Pew, the bank notifies Pew as to the type and quantity of the shares. Pew reviews the gift to ensure that it meets the requirements of the gift acceptance policy and if so, instructs the bank to liquidate the shares. The bank liquidates the shares and informs Pew of the net proceeds. 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, the 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 auditing 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 Pew; R. Anderson Pew; and Arthur E. Pew III. A family relationship exists between J.N. Pew, 3rd; J.N. Pew IV, M.D.; Mary Catharine Pew, M.D.; and J. Howard Pew II. Form 990, Part VI, Section B, Line 10a and 10b Pew has branch offices in Brussels and London in order to conduct work related to Pew's exempt mission. Written policies and procedures are in place that are consistent with the rest of the organization. FORM 990, PART VI, SECTION B, Line 11B The Form 990 is internally prepared by finance department staff members and reviewed by senior management, including the Managing Director of Finance, Institutional Real Estate and Treasurer; Managing Director of Legal Affairs and General Counsel; and the President and CEO; as well as outside independent certified public accountants. THE FORM 990 also IS DISTRIBUTED TO ALL MEMBERS OF THE PEW BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING THE FORM WITH THE IRS. BOARD MEMBERS ARE ENCOURAGED TO CONTACT THE MANAGING DIRECTOR OF FINANCE, Institutional Real Estate AND TREASURER WITH ANY QUESTIONS. IN ADDITION, A TELEPHONIC CONFERENCE CALL IS HELD WITH THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, THE INDEPENDENT certified public accountants, THE PRESIDENT AND CEO, THE MANAGING DIRECTOR OF FINANCE, Institutional Real Estate AND TREASURER, AND OTHER MEMBERS OF THE FINANCE DEPARTMENT PRIOR TO filing. THE CURRENT YEAR FORM, ANY MAJOR CHANGES OR DIFFERENCES FROM THE PRIOR YEAR, AND QUESTIONS FROM THE BOARD OF DIRECTORS ARE DISCUSSED DURING THE CONFERENCE CALL. 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 staff certify that they have read and will continue to follow the applicable Conflict of Interest policy. In addition, the officers, directors, and employees complete a form disclosing their potential conflicts. 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 legal, financial or other conflicts of interest involving Pew; (3)review and approval of all affiliations by the board; and (4)recusal and abstention in all situations of actual 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 legal, financial or other conflicts of interest involving Pew; (4)review and approval of all affiliations by management with subsequent board review; 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 on-going 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, including determining, gathering, and analyzing comparable data upon which the committee will rely to assess the reasonableness of compensation, including benefits, for the senior management positions of the organization. Once the compensation analysis is complete, the report is provided to Pew's compensation committee for review, deliberation and approval. The compensation committee makes decisions based upon the data in the report and documents these actions in the minutes. In addition, Pew has a compensation philosophy which has also been approved by the Compensation Committee of the board. The annual compensation analysis and compensation philosophy serve as the framework to guide the Compensation Committee's decisions for the CEO and senior management. The Compensation Committee is composed of individuals who do not have a conflict of interest with respect to executive compensation matters. FORM 990, PART VI, SECTION C, LINE 19 Pew makes its Form 1023, Forms 990, financial data and conflict of interest policy available to the public through its website and upon request. Pew's governing documents are made public through its Form 1023 and upon request. Form 990, Part VII, Section A Rebecca Rimel, Henry Bernstein and Donald Kimelman spend a portion of their time on activities related to the Pew Research Center, a related organization of Pew. See Attachment 3 in Schedule O. FORM 990, PART VIII, LINE 2B as part of its charitable mission, PEW LEASES 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 SPACE IS LEASED BELOW fair market value, and INCLUDED IN THE LEASE Agreements' terms IS THE TENANTS' RIGHT TO access and use THE BUILDING'S CONFERENCE CENTER SPACE rent free. PEW TREATS such RENTAL Payments AS related INCOME SINCE THE tenants' ACTIVITY IS RELATED TO PEW'S EXEMPT FUNCTION. ACCORDINGLY, PEW HAS REPORTED such RENTAL Payments ON THE FORM 990, PART VIII, LINE 2B, COLUMN (B). THE EXPENSES RELATED TO THE LEASE activity are INCLUDED 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 non-tenants WHICH ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(C)(3). THE SPACE IS rentED BELOW fair market value. PEW TREATS such revenue AS related INCOME SINCE THE ACTIVITY IS RELATED TO PEW'S EXEMPT FUNCTION. 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 PART IX, FUNCTIONAL EXPENSES. FORM 990, PART VIII, LINE 6D, COLUMN C PEW LEASES the garage IN 901 E STREET NW, WASHINGTON, DC TO an entity that is NOT EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(C)(3). PEW TREATS such RENTAL PAYMENTs, NET of the RELATED EXPENSES, AS UNRELATED BUSINESS income. ACCORDINGLY, PEW HAS REPORTED THE NET LOSS ON FORM 990, PART VIII, LINE 6D, COLUMN (C) and on Form 990-T. 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% of the building is leased to such tenants. Therefore, as allowed under the IRC Section 512b 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 loss on form 990, Part VIII, Line 6d, column (D). In addition, Pew subleases space to entities in space that it rents at 18th Street, F and K Streets in Washington, DC, as well as various office spaces throughout the country. Due to the business need to have the space occupied, 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% 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 loss on Form 990, Part VIII, Line 6d, column (D). FORM 990, PART VIII, LINE 11A Pew provides information technology and research support services to the Pew Research Center, a subsidiary which is tax-exempt under IRC Section 501(c)(3), based upon a contractual agreement; accordingly, the activity is related to Pew's exempt purposes. form 990, part ix, line 11a pew has included on Part IX, line 11a fees paid to its property manager for managing 901 e street nw, washington, dc and fees paid to the organization that provides staffing, catering, and other services for the conference center at the building. 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. Occasionally 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 ethics laws and Pew's accountable plan. Form 990, Part XI, line 5 Other changes in net assets is comprised of the following: Unrealized gain on investments 21,092,829 Unrealized foreign exchange gain 1,293,989 Unrealized gain on interest rate swap agreements 5,977,103 ---------- Total 28,363,921 Form 990, Schedule K, 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, 2011. 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 There were management contracts in force during the tax year. Pew's management contracts are compliant with Rev. Proc. 97-13 "Private Activity Bonds - Private Business Use Safe hArbor Provisions." Accordingly, there is no private business use resulting from the management contracts. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Rebecca W. Rimel TITLE:President and CEO HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Henry B. Bernstein TITLE:MD Finance & Treasurer HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Donald Kimelman TITLE:MD Info Init & Phil Program HOURS:22 The Pew Research Center 1615 L Street NW Washington DC 20036 200881724 Research PA 501 (c) 3 7 NA The Pew Memorial Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236234669 Support Pew PA 501 (c) 3 11-Type III NA Mary Anderson Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236234670 Support Pew PA 501 (c) 3 11-Type III NA J Howard Pew Freedom Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236234671 Support Pew PA 501 (c) 3 11-Type III NA JN Pew Jr Charitable Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236299309 Support Pew PA 501 (c) 3 11-Type III NA The Knollbrook Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236407577 Support Pew PA 501 (c) 3 11-Type III NA Medical Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 232131641 Support Pew PA 501 (c) 3 11-Type III NA Mabel Pew Myrin Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236234666 Support Pew PA 501 (c) 3 11-Type III NA 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 N/A C Corp false true true false false false false false false false false false false false false true false false The Pew Research Center b 22791000 The Pew Memorial Trust c 163518008 Mary Anderson Trust c 2323318 J Howard Pew Freedom Trust c 33656697 JN Pew Jr Charitable Trust c 16237314 The Knollbrook Trust c 419365 Medical Trust c 10054432 Mabel Pew Myrin Trust c 20728809 The Pew Research Center p 91293 Form 990, Schedule R, PArt IV the same persons constitute a majority of the members of the governing body of pew and the glenmede corporation. in addition, the same persons constitute a majority of the members of the governing body of pew and the glenmede trust company, n.a. the glenmede corporation owns the glenmede trust company, n.a., which is the trustee of pew's seven supporting organizations. FORM 990, Schedule R, Part V, Line 2 PEW MADE GRANTS TO the PEW RESEARCH CENTER TOTALING $22,791,000. The seven supporting Type III organizations distributed to Pew funds totaling $246,937,943. the PEW RESEARCH CENTER reimburseD PEW FOR SUPPORT SERVICES AND SHARED COSTS FOR CERTAIN SUBSCRIPTIONS AND PROFESSIONAL SERVICES IN THE AMOUNT OF $91,293.