Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
PUBLIC BROADCASTING SERVICE
Employer identification number
52-0899215
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
339,393,545
309,929,111
284,621,997
292,889,704
181,225,000
1,408,059,357
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
339,393,545
309,929,111
284,621,997
292,889,704
181,225,000
1,408,059,357
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
1,408,059,357
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
339,393,545
309,929,111
284,621,997
292,889,704
181,225,000
1,408,059,357
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
11,087,465
16,627,569
5,376,939
3,443,583
3,316,219
39,851,775
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
186,590
148,490
32,529
427,477
795,086
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
8,137
340,867
19,222,141
12,844,838
16,059,437
48,475,420
11
Total support (Add lines 7 through 10).
1,497,181,638
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
1,073,549,013
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
94.050 %
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
95.140 %
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: "OTHER INCOME" REPRESENTS ROYALTIES RECEIVED FOR USE OF PBS COPYRIGHTED MATERIALS
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
PUBLIC BROADCASTING SERVICE
Employer identification number
52-0899215
Identifier
Return Reference
Explanation
FORM 990, PART VI, SECTION A, LINE 6
PBS'S MEMBERS ARE AMERICA'S PUBLIC TELEVISION STATIONS.
FORM 990, PART VI, SECTION A, LINE 7A
MEMBERS OF THE ORGANIZATION ELECT NO FEWER THAN 14 MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7B
ANY AMENDMENT OF THE BY-LAWS ALTERING THE CLASSES OR NUMBER OF MEMBERS OR DIRECTORS, OR THE TERMS OF DIRECTORS, SHALL ALSO REQUIRE THE APPROVAL OF A MAJORITY OF THE MEMBERS VOTING.
FORM 990, PART VI, SECTION B, LINE 11
THE PROCESS FOR REVIEWING THE PBS FORM 990 PRIOR TO FILING INCLUDES A REVIEW BY THE CEO, COO, TREASURER, AND GENERAL COUNSEL. IN ADDITION, THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE FORM 990 AND COPIES OF THE FORM ARE PROVIDED TO THE FULL BOARD.
FORM 990, PART VI, SECTION B, LINE 12C
IN ACCORDANCE WITH PBS'S CONFLICT OF INTEREST POLICY, ALL PBS STAFF AT THE DIRECTOR LEVEL AND ABOVE ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THESE FORMS ARE DISTRIBUTED, COLLECTED, RETAINED AND REVIEWED BY THE OFFICE OF PBS'S GENERAL COUNSEL. WITH RESPECT TO THE PBS BOARD, OFFICERS AND DIRECTORS COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY AND THESE FORMS ARE REVIEWED BY THE NOMINATING AND CORPORATE GOVERNANCE COMMITTEE AND THE CORPORATE SECRETARY ANNUALLY. IN ACCORDANCE WITH THE POLICY, POTENTIAL CONFLICTS ARISING DURING THE YEAR ARE REVIEWED BY THE CHAIRMAN OF THE BOARD, THE CHAIR OF THE NOMINATING AND CORPORATE GOVERNANCE COMMITTEE, AND/OR THE CORPORATE SECRETARY.
FORM 990, PART VI, SECTION B, LINE 15
THE EXECUTIVE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR EXECUTIVE COMPENSATION. THE EXECUTIVE COMMITTEE RETAINS AN INDEPENDENT EXECUTIVE COMPENSATION EXPERT WHO SUPPLIES COMPARABILITY DATA ON THE CEO AND ALL KEY EMPLOYEES AND A WRITTEN OPINION ON COMPLIANCE WITH INTERMEDIATE SANCTIONS. THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION ON CEO COMPENSATION TO THE FULL BOARD, WHICH APPROVES ANY SUCH COMPENSATION. THE CEO IS RECUSED FROM ANY DISCUSSION AND VOTE. THE EXECUTIVE COMMITTEE APPROVES KEY EMPLOYEE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19
FINANCIAL STATEMENTS ARE MADE AVAILABLE ON PBS'S WEBSITE. PBS'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST.
JOINT VENTURE POLICY/PROCEDURE
FORM 990 PART VI, SECTION B, LINE 16B
PBS HAS NOT ADOPTED A WRITTEN POLICY OR PROCEDURE REGARDING THIS ISSUE, BUT EXTENSIVELY EXAMINES ANY POTENTIAL PARTICIPATION IN JOINT VENTURE ARRANGEMENTS UNDER APPLICABLE FEDERAL TAX LAW AND TAKES STEPS TO SAFEGUARD THE ORGANIZATION'S EXEMPT STATUS WITH RESPECT TO SUCH ARRANGEMENTS AS PART OF ITS DUE DILIGENCE IN CONSIDERING ANY BUSINESS VENTURE.
HOURS DEVOTED TO RELATED ORGANIZATION:
FORM 990, PART VII, LINE 1A, COLUMN B
PBS FOUNDATION NAME: AVERAGE HOURS: CHRISTOPHER C DECESARIS 5 JOYCE SYDELL HERRING 5 MICHAEL DANIEL JONES 5 PAULA A KERGER 8 BARBARA L LANDES 5 KATHERINE S LAUDERDALE 5
CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XI, LINE 5:
NET UNREALIZED GAINS ON INVESTMENTS: 13,560,457. INTEREST IN SUBSIDIARIES 5,495,685. TOTAL TO FORM 990, PART XI, LINE 5: 19,056,142.
OVERSIGHT OF AUDIT
FORM 990, PART XI, LINE 2C
THERE HAVE BEEN NO CHANGES DURING THE YEAR IN THE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS.
NUMBER OF EMPLOYEES
FORM 990, PART I, LINE 5 AND V, LINE 2A
THE TOTAL NUMBER OF EMPLOYEES EMPLOYED BY PBS AT SOME POINT DURING CALENDAR 2010 WHO RECEIVED A 2010 FORM W-2 WAS 529. THE ACTUAL TOTAL NUMBER OF EMPLOYEES AT JUNE 30, 2011 WAS 418.
EXPLANATION OF AUDIT OF FINANCIAL STATEMENTS
FORM 990, PART IV, LINE 12 AND XI, LINE 2B
PBS UNDERGOES AN ANNUAL AUDIT AS A CONSOLIDATED ENTITY AND THEREFORE IS NOT AUDITED ON AN INDIVIDUAL BASIS. AUDITS ARE CONDUCTED BY AN INDEPENDENT ACCOUNTING FIRM.
EXECUTIVE COMMITTEE
FORM 990 PART VI, SECTION A, LINE 1A
THE EXECUTIVE COMMITTEE OF THE PBS BOARD OF DIRECTORS HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD BETWEEN MEETINGS OF THE BOARD, AS NEEDED, AND SHALL TIMELY REPORT SUCH ACTIONS TO THE FULL BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, THE PBS PRESIDENT, THE CHAIRS OF THE FOUR STANDING COMMITTEES OF THE BOARD, AND THREE TO FIVE AT-LARGE DIRECTORS TO BE SELECTED BY THE BOARD CHAIR. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE PBS BOARD OF DIRECTORS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.