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
2011
Open to Public Inspection
Name of the organization
PEW RESEARCH CENTER
Employer identification number
20-0881724
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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
29,347,745
20,832,028
28,105,253
22,958,887
19,626,532
120,870,445
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..
29,347,745
20,832,028
28,105,253
22,958,887
19,626,532
120,870,445
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.
120,870,445
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
7
Amounts from line 4..
29,347,745
20,832,028
28,105,253
22,958,887
19,626,532
120,870,445
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
208,622
33,207
7,677
8,024
9,929
267,459
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
8,398
8,398
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
36
1,009
2,406
3,391
4,767
11,609
11
Total support (Add lines 7 through 10).
121,157,911
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
2,011,721
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
99.763 %
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
99.781 %
16a
33 1/3% support test—2011.
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—2010.
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—2011.
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—2010.
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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(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) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(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 2011 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2010 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2011 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2010 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2011.
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—2010.
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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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 (Form 990 or 990-EZ) 2011
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
2011
Open to Public Inspection
Name of the organization
PEW RESEARCH CENTER
Employer identification number
20-0881724
Identifier
Return Reference
Explanation
FORM 990, PART VI, Lines 6, 7A & 7B
EXISTENCE OF MEMBERS:
Pew Research Center's sole member is The Pew Charitable Trusts, an Internal Revenue Code Section 501(c)(3) public charity. The Pew Charitable Trusts elects a majority of Pew Research Center's board of directors. Pew Research Center's bylaws provide that any amendment to the bylaws must be approved by Pew Research Center's sole member, The Pew Charitable Trusts.
FORM 990, PART VI, Line 11B
FORM 990 REVIEW PROCESS:
Drafts of the Form 990 are prepared by an outside tax accountant and reviewed by the Director of Financial Administration, the Vice President, and outside legal counsel. Once a final draft has been prepared, all members of the board of directors are invited to review the form and provide additional comments and questions prior to filing. After making any remaining edits and discussing outstanding items, the form is submitted to the IRS.
FORM 990, PART VI, Line 12C
MONITORING AND ENFORCING CONFLICT OF INTEREST POLICY:
Pew Research requires each member of the Board of Directors to annually complete a form to disclose any potential conflicts of interest. The forms are collected by the Board Secretary who provides them to the Board Chair for review and approval. All employees of Pew Research including officers and key employees are required, upon hiring and annually thereafter, to report their potential conflicts of interest. The Human Resources Director meets with Pew Reserch Center's officers to review all potential conflicts. All actual conflicts are reported to the Board of Directors. IF A PERSON HAS AN ACTUAL CONFLICT, HE OR SHE IS PROHIBITED FROM PARTICIPATING in the DECISION-MAKING AND DELIBERATIONS RELATED TO THE TRANSACTION. Forms pertaining to officers and key employees are approved by the president, all other staff forms are approved by key employees (project directors) and the president's form is approved by the Board. Throughout the year, each individual subject to the Conflict of Interest policy is required to update her/his Disclosure Statement to include any information required to be disclosed and shall seek prior approval for any activity, affiliation, membership or transaction required to be disclosed under the Conflict of Interest provisions of this policy. Once approved or disapproved, the signed Disclosure Statements shall be returned to the Vice President, who shall maintain a record of the disclosures.
FORM 990, PART VI, Line 15
PROCESS FOR DETERMINING COMPENSATION:
For the Organization's Senior Executives, including those persons considered "disqualified persons" for purposes of the IRS intermediate sanctions regulations (president, executive vice president, vice president, and project directors), the Pew Research Center annually engages an independent compensation consulting firm to conduct a compensation study. The compensation study considers similar organizations and industry compensation surveys when determining reasonable compensation for its officers and key employees. The results of the study are reported in aN OPINION to the board of directors. The Board uses the OPINION in review, deliberation, and approval of the compensation for officers and key employees. The process was last completed in May 2012.
FORM 990, PART VI, Line 19
GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC:
The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public. These documents may be requested through use of the organization's website.
FORM 990, PART III, Line 4D
OTHER PROGRAM SERVICES DETAIL
Pew Research Center's Global Attitudes Project (www.pewglobal.org) conducts worldwide public opinion surveys on a broad array of subjects ranging from people's assessment of their own lives to their views about important issues of the day, such as attitudes towards the U.S. and American foreign policy, globalization, religion, terrorism and democracy. (Expenses $2,467,622; Revenue of $185,500) Pew Research Center's Project for Excellence in Journalism (www.journalism.org) - Pew Research Center's Project for Excellence in Journalism studies and evaluates the performance of the news media through content analysis of news coverage and other forms of quantitative research. (Expenses $2,064,357; Revenue $184,630) Pew Research Center's Internet & American Life Project (www.pewinternet.org) - Pew Research Center's Internet & American Life Project conducts original research that explores the impact of the internet on children, families, communities, the work place, schools, healthcare and civic/political life. It seeks to be an authoritative source for timely information on the internet's growth and societal impact. (Expenses $2,081,917; Revenue $412,502) Pew Research Center's Core Programs (www.pewresearch.org) - Pew Research Center's Core Programs create new Pew Research Center publications, maintain a Pew Research Center portal website (PewResearch.org), oversee Center-wide research projects, carrY out short-term research projects, and help to incubate new long-term projects. (Expenses $1,383,550) Total Other Program Services Expenses: $7,997,446 Total Other Program Services Revenue: $ 782,632
HOURS DEVOTED FOR RELATED ORGANIZATION
FORM 990 PART VII
NAME:Donald Kimelman TITLE:Chairman HOURS:25
HOURS DEVOTED FOR RELATED ORGANIZATION
FORM 990 PART VII
NAME:Henry Bernstein TITLE:Board Member HOURS:50
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.