Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 07-01-2012 , 2012, and ending 06-30-2013
BCheck if applicable:
CName of organization
THE PEW CHARITABLE TRUSTS
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
ONE COMMERCE SQUARE 2005 MARKET ST
Suite 2800
Room/suite
City or town, state or country, and ZIP + 4
PHILADELPHIA, PA19103
D Employer identification number

56-2307147
E Telephone number

G Gross receipts $ 492,590,550
F Name and address of principal officer:
REBECCA W RIMEL
2005 MARKET STREET SUITE 2800
PHILADELPHIA,PA19103
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.PEWTRUSTS.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 2002
M State of legal domicile: PA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: 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.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 12
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 11
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 928
6 Total number of volunteers (estimate if necessary) ............. 6 113
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 9,575
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 283,146,563 305,809,297
9 Program service revenue (Part VIII, line 2g) ......... 3,815,795 3,782,762
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 12,259,148 11,909,125
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -617,381 275,528
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 298,604,125 321,776,712
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 162,255,990 131,988,597
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 97,281,050 96,478,483
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 66,231 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet4,686,272    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 80,305,387 78,598,524
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 339,908,658 307,065,604
19 Revenue less expenses. Subtract line 18 from line 12....... -41,304,533 14,711,108
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 736,550,594 753,245,419
21 Total liabilities (Part X, line 26)............. 389,475,049 359,086,447
22 Net assets or fund balances. Subtract line 21 from line 20..... 347,075,545 394,158,972
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the organization’s mission: 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.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 196,745,937 including grants of $ 48,914,778 ) (Revenue $   )
IMPROVING PUBLIC POLICY. WE STUDY AND PROMOTE NONPARTISAN POLICY SOLUTIONS FOR PRESSING AND EMERGING PROBLEMS AFFECTING THE AMERICAN PUBLIC AND THE GLOBAL COMMUNITY.
4b (Code:   ) (Expenses $ 34,784,289 including grants of $ 32,546,216 ) (Revenue $   )
INFORMING THE PUBLIC. PEW RESEARCH CENTER, A WASHINGTON-BASED SUBSIDIARY, IS HOME TO MOST OF OUR INFORMATION INITIATIVES. IT USES IMPARTIAL, FACT-BASED PUBLIC-OPINION POLLING AND OTHER RESEARCH TOOLS TO TRACK IMPORTANT ISSUES AND TRENDS.
4c (Code:   ) (Expenses $ 52,219,830 including grants of $ 50,527,603 ) (Revenue $   )
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.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $ 321,031 )
Returned Grants
(Code:   ) (Expenses $   including grants of $   ) (Revenue $ 2,228,336 )
901 E St Rental revenue
(Code:   ) (Expenses $   including grants of $   ) (Revenue $ 125,942 )
Conference Center Revenue
(Code:   ) (Expenses $   including grants of $   ) (Revenue $ 944,133 )
Contract Revenue
(Code:   ) (Expenses $   including grants of $   ) (Revenue $ 163,320 )
Registration Revenue
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $ 3,782,762 )
4e Total program service expensesMediumBullet283,750,056
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C,
Part III
Click to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IVClick to see attachment..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I...................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II
..........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
518
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
928
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletAS , BE , UK
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
No
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
12
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
11
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AL , AK , AZ , AR , CA , CT , DC , FL , GA , HI , IL , KS , KY , MD , MA , MI , MN , MS , NH , NJ , NM , NY , NC , ND , OH , OK , OR , PA , RI , SC , TN , UT , VA , WV , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletHENRY B BERNSTEIN2005 MARKET STREETPHILADELPHIAPA19103 (215) 575-4794
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) ROBERT H CAMPBELL........................................................................
DIRECTOR AND BOARD CHAIR
6.0
.......................  
X   X       23,000    
(2) J HOWARD PEW II........................................................................
DIRECTOR
3.0
.......................2.3
X           21,000 71,875  
(3) SUSAN W CATHERWOOD........................................................................
DIRECTOR
3.0
.......................2.3
X           20,000 70,500  
(4) ARTHUR E PEW III........................................................................
LEGACY DIRECTOR
3.0
.......................  
X           1,000    
(5) JN PEW IV MD........................................................................
DIRECTOR
3.0
.......................2.3
X           21,000 82,000  
(6) MARY CATHARINE PEW MD........................................................................
DIRECTOR
3.0
.......................  
X           21,000    
(7) R ANDERSON PEW........................................................................
DIRECTOR
3.0
.......................2.3
X           22,000 82,000  
(8) SANDY FORD PEW........................................................................
DIRECTOR
3.0
.......................2.3
X           22,000 70,500  
(9) ROBERT G WILLIAMS........................................................................
DIRECTOR
3.0
.......................2.3
X           22,000 70,500  
(10) ETHEL BENSON WISTER........................................................................
DIRECTOR
3.0
.......................2.3
X           17,000 52,500  
(11) ARISTIDES W GEORGANTAS........................................................................
DIRECTOR
3.0
.......................2.3
X           22,000 70,500  
(12) DORIS PEW SCOTT........................................................................
DIRECTOR
3.0
.......................  
X           5,000    
(13) REBECCA W RIMEL........................................................................
PRESIDENT & CEO
47.75
.......................2.25
X   X       4,065,201   46,134
(14) HENRY B BERNSTEIN........................................................................
SVP FINANCE, RE, & TREASURER
49.5
........................5
    X       348,945   49,921
(15) MICHAEL J DAHL........................................................................
SVP PHILA PROG, TECH, & PLAN
50.0
.......................  
    X       366,488   52,136
(16) DONALD KIMELMAN........................................................................
MD INFO INIT & PHIL PROGRAM
25.0
.......................25.0
      X     312,296   52,136
(17) JOSHUA REICHERT........................................................................
EXECUTIVE VP
50.0
.......................  
      X     400,722   52,136
Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) SUSAN URAHN........................................................................
EXECUTIVE VP
50.0
.......................  
      X     384,886   46,220
(19) SALLY O'BRIEN........................................................................
SVP PHILANTHROPIC PARTNERSHIPS
50.0
.......................  
      X     312,592   51,172
(20) SHELLEY HEARNE........................................................................
SR ADV PEW CTR ON THE STATES
50.0
.......................  
        X   289,684   49,511
(21) DEBORAH L HAYES........................................................................
MD COMMUNICATIONS
50.0
.......................  
        X   305,825   5,174
(22) TAMERA LUZZATTO........................................................................
SVP GOVERNMENT RELATIONS
50.0
.......................  
        X   269,602   37,063
(23) JANICE BOGASH........................................................................
SVP HR, INSTIT SOLUTIONS & EO
50.0
.......................  
        X   254,360   50,548
(24) GLEN HOWARD........................................................................
MD LEGAL AFFAIRS & GEN COUNSEL
50.0
.......................  
        X   286,906   49,921












1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 7,814,507 570,375 542,072
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet190
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
HITT Contracting Inc, 2900 Fariview Park DriveFALLS CHURCHVA22042 CONSTRUCTION SVCS 4,190,565
Grassroots Solutions, 2828 University Avenue SE 150MINNEAPOLISMN55414 Program Consulting 2,516,948
FORTUNE MEDIA, 527 Avenue BREDONDO BEACHCA90277 PROGRAM CONSULTING 2,453,943
ACCENTURE LLP, P O Box 70629CHICAGOIL60673 IT CONSULTING 1,858,855
INTERNATIONAL BUSINESS MACHINES COR, PO BOX 643600PITTSBURGHPA15264 IT CONSULTING 1,801,090
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet92
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 1,074
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 251,139,152
e Government grants (contributions)1e 51,000
f All other contributions, gifts, grants, and
similar amounts not included above
1f
54,618,071
g Noncash contributions included in lines
1a-1f:$
3,355,868
h Total. Add lines 1a-1f.......MediumBullet 305,809,297
 Program Service Revenue Business Code
2a RETURNED GRANTS 900099 321,031 321,031    
b 901 E ST RENTAL REVENUE 531120 2,228,336 2,228,336    
c CONFERENCE CENTER REVENUE 532000 125,942 125,942    
d CONTRACT REVENUE 900099 944,133 944,133    
e REGISTRATION REVENUE 900099 163,320 163,320    
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 3,782,762
 Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 10,815,319     10,815,319
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 1,883     1,883
(i) Real (ii) Personal
6a Gross rents 3,509,451  
b Less: rental expenses 3,450,070  
c Rental income or (loss) 59,381  
d Net rental income or (loss).......MediumBullet 59,381   9,575 49,806
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 168,457,574  
b Less: cost or other basis and sales expenses 167,363,768  
c Gain or (loss) 1,093,806  
d Net gain or (loss)..........MediumBullet 1,093,806     1,093,806
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a SUPPORT SERVICE REVENUE 561000 214,264     214,264
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 214,264
12 Total revenue. See Instructions......MediumBullet 321,776,712 3,782,762 9,575 12,175,078
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 125,827,577 125,827,577
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 6,161,020 6,161,020
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 3,607,900 1,937,751 915,597 754,552
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 70,874,178 63,056,808 5,135,219 2,682,151
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 7,769,758 6,853,781 597,707 318,270
9 Other employee benefits ....... 9,382,426 8,172,416 775,472 434,538
10 Payroll taxes ........... 4,844,221 4,225,678 394,203 224,340
11 Fees for services (non-employees):        
a Management ...... 42,931 29,155 13,776  
b Legal ......... 722,474 634,961 78,489 9,024
c Accounting ........... 216,555 147,066 69,489  
d Lobbying ........... 1,782,432 1,782,432    
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 1,409,598 957,279 452,319  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 28,878,304 28,433,537 424,740 20,027
12 Advertising and promotion .... 1,581,104 1,559,459 21,645  
13 Office expenses ....... 3,227,194 2,400,833 823,411 2,950
14 Information technology ...... 7,406,347 5,386,317 2,020,030  
15 Royalties .. 0      
16 Occupancy ........... 5,301,067 3,771,590 1,529,477  
17 Travel ............ 5,530,650 5,173,652 222,882 134,116
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 321,718 321,718    
19 Conferences, conventions, and meetings .... 3,848,843 3,641,111 129,667 78,065
20 Interest ........... 5,988,617 4,066,958 1,921,659  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 8,489,929 5,773,473 2,716,456  
23 Insurance .............. 392,130 270,297 121,833  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a HONORARIA 339,685 338,595 1,090  
b PRINTING AND PUBLICATIONS 1,115,637 1,081,143 30,701 3,793
c DUES AND SUBSCRIPTIONS 1,238,447 1,117,636 96,365 24,446
d EMPLOYMENT - PLACEMENT 383,775 383,775    
e All other expenses 381,087 244,038 137,049  
25 Total functional expenses. Add lines 1 through 24e 307,065,604 283,750,056 18,629,276 4,686,272
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 26,917,480 1 8,708,901
2 Savings and temporary cash investments ......... 11,545,996 2 2,416,552
3 Pledges and grants receivable, net ........... 31,600,507 3 38,128,718
4 Accounts receivable, net ............. 295,524 4 504,909
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 5,000,000 7 5,000,000
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges .......... 2,828,339 9 4,975,209
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 248,917,184
b Less: accumulated depreciation ..... 10b 34,633,445 215,351,451 10c 214,283,739
11 Investments—publicly traded securities .......... 436,945,259 11 472,696,602
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 6,066,038 15 6,530,789
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 736,550,594 16 753,245,419
Liabilities 17 Accounts payable and accrued expenses ......... 12,153,529 17 12,712,365
18 Grants payable ................. 113,660,972 18 103,606,275
19 Deferred revenue ................ 0 19 0
20 Tax-exempt bond liabilities ............. 180,000,000 20 178,700,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 141,668
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 3,850,000 23 710,000
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 79,810,548 25 63,216,139
26 Total liabilities. Add lines 17 through 25......... 389,475,049 26 359,086,447
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 232,646,350 27 274,530,204
28 Temporarily restricted net assets ........... 114,429,195 28 119,628,768
29 Permanently restricted net assets ........... 0 29 0
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 347,075,545 33 394,158,972
34 Total liabilities and net assets/fund balances ........ 736,550,594 34 753,245,419
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
321,776,712
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
307,065,604
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
14,711,108
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
347,075,545
5
Net unrealized gains (losses) on investments ...............
5
15,216,613
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
17,155,706
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
394,158,972
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
 
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

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.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number

56-2307147
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
f
g
(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 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 monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 316,286,414 284,856,005 284,527,007 283,066,645 302,709,297 1,471,445,368
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 3 316,286,414 284,856,005 284,527,007 283,066,645 302,709,297 1,471,445,368
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)..           1,098,927,619
6 Public support. Subtract line 5 from line 4.           372,517,749
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
7 Amounts from line 4.. 316,286,414 284,856,005 284,527,007 283,066,645 302,709,297 1,471,445,368
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 10,213,516 16,381,098 17,121,807 15,997,061 14,326,653 74,040,135
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 60,000 58,697 55,200 29,415 214,264 417,576
11 Total support (Add lines 7 through 10).           1,545,903,079
12
12
20,901,808
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........................................right arrow
Section C. Computation of Public Support Percentage
14
14
24.097 %
15
15
24.921 %
16a
b
17a
b
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 ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
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 24.10 PERCENT, WELL ABOVE THE 10 PerCENT THRESHOLD. THIS FRACTION IS NEARLY 75 PERCENT OF THE WAY TOWARD THE ONE-THIRD PUBLIC SUPPORT TEST. 2. ATTRACTION OF PUBLIC SUPPORT. PEW IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL SUPPORT ON A CONTINUOUS BASIS. PEW MAINTAINS A FULL-TIME DEVELOPMENT STAFF THAT IS ACTIVELY INVOLVED IN SEEKING FINANCIAL SUPPORT FROM DIVERSE SOURCES ON AN ONGOING BASIS. IN FISCAL YEAR 2013, WE RECRUITED 12 NEW STAFF MEMBERS TO OUR DEVELOPMENT OFFICE, EXPANDING CAPACITY IN RESEARCH TO IDENTIFY PROSPECTS, FRONT-LINE FUNDRAISING TO SOLICIT NEW DONORS, AND GRANTS ADMINISTRATION TO MANAGE INCREASED PROPOSAL PRODUCTIVITY. WE CREATED A NEW DONOR RELATIONS UNIT, WHICH IS RESPONSIBLE FOR PLANNING AND EXECUTING CULTIVATION AND STEWARDSHIP ACTIVITIES TO ATTRACT NEW DONORS TO PEW. WE HOSTED 10 EVENTS FOR NEW PROSPECTS, A 40 PERCENT INCREASE OVER THE PREVIOUS YEAR. 3. SOURCES OF SUPPORT. PEW IS SUPPORTED BY A DIVERSE AND REPRESENTATIVE GROUP OF DONORS. DURING FISCAL YEAR 2013, PEW RECEIVED GRANTS AND CONTRIBUTIONS FROM 175 DONORS, INCLUDING INDIVIDUALS, PUBLIC CHARITIES, PRIVATE FOUNDATIONS, CORPORATIONS AND GOVERNMENT ENTITIES. OF THE 175 DONORS, 20 PERCENT WERE NEW CONTRIBUTORS TO PEW. APPROXIMATELY ONE-THIRD OF OUR DONORS WERE INDIVIDUALS MAKING GIFTS OF $5,000 OR LESS. PEW'S PROGRAMS AND ACTIVITIES HAVE BROAD APPEAL TO MEMBERS OF THE PUBLIC THAT SHARE AN INTEREST IN ITS MANY DIFFERENT AREAS OF FOCUS. CURRENT PROJECTS SEEK TO STRENGTHEN ENVIRONMENTAL AND ENERGY POLICIES TO PROTECT OUR OCEANS AND WILD LANDS; IMPROVE HEALTH THROUGH INVESTMENTS IN PREVENTIVE CARE AND CHILD NUTRITION; INCREASE THE SAFETY OF FOODS AND DRUGS; PROVIDE CONSUMERS WITH BETTER INFORMATION ABOUT FINANCIAL PRODUCTS; AND HELP STATES INVEST IN PROGRAMS THAT PROVIDE THE STRONGEST RETURNS TO THEIR TAXPAYERS. IN FISCAL YEAR 2013, WE CONVERTED 84 PERCENT OF PROPOSALS INTO FULLY EXECUTED GRANTS FOR THE AMOUNT PROPOSED. 4. REPRESENTATIVE GOVERNING BODY. PEW IS GOVERNED BY A TWELVE MEMBER BOARD OF DIRECTORS. PEW'S BYLAWS REQUIRE THAT AT ALL TIMES AT LEAST ONE-THIRD OF THE TOTAL DIRECTORS WILL BE CIVIC AND COMMUNITY LEADERS. THE MEMBERS OF PEW'S BOARD HAVE BACKGROUNDS IN PHILANTHROPY AND SHARE A DEEP AND ABIDING COMMITMENT TO PEW'S MISSION AND PROGRAMS. ALL BUT ONE OF THE MEMBERS OF THE BOARD OF DIRECTORS ARE INDEPENDENT. BOARD MEMBERS INCLUDE COMMUNITY LEADERS, CIVIC LEADERS, AND PHILANTHROPISTS WHO BRING TO PEW'S BOARD A BROAD CROSS-SECTION OF THE VIEWS AND INTERESTS OF THE COMMUNITIES WE SERVE. 5. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES. PEW CONDUCTS EXTENSIVE AND ON-GOING 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 SPONSORED BY PEW AND AT EVENTS SPONSORED BY OTHER ORGANIZATIONS, AND ARE MADE AVAILABLE TO THE GENERAL PUBLIC BY BEING POSTED ON PEW'S WEBSITE, WWW.PEWTRUSTS.ORG. DURING FISCAL YEAR 2013, PEW RELEASED 73 RESEARCH REPORTS AND SPONSORED 40 CONFERENCES AND SEMINARS ON SUBJECTS SUCH AS TRENDS IN FOOD SAFETY, FINANCIAL REFORM, OCEAN PROTECTION, AND GLOBAL PUBLIC OPINION TRENDS AND ANALYSIS. Pew's research reports received broad coverage in journals, articles, news reports, and other forms of media. This allowed Pew's reports and other educational information to reach a broad range of people who not only attended Pew's conferences and seminars or reviewed reports on Pew's website, but also the people who read about Pew's reports on the websites of other nonprofits or in other organization's research reports.
 
 
 
Schedule A (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2012
Name of the organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number

56-2307147
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number

56-2307147
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED


(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number

56-2307147
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number

56-2307147
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number

56-2307147
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2012

Schedule C (Form 990 or 990-EZ) 2012
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in)
(a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) Total
             
2a Lobbying nontaxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e))
         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))
         
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2012


Schedule C (Form 990 or 990-EZ) 2012
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
Yes
 
137,264
d
Mailings to members, legislators, or the public? .........................
Yes
 
13,817
e
Publications, or published or broadcast statements? .......................
Yes
 
20,242
f
Grants to other organizations for lobbying purposes? .......................
Yes
 
1,601,398
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
2,356,208
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
Yes
 
76,109
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
4,205,038
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered “No” OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Identifier Return Reference Explanation
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 expenditures are attributable to direct and grassroots lobbying by employees, contractors, and grantees.
Schedule C (Form 990 or 990EZ) 2012

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number

56-2307147
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 2  
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ..... 10,922,023  
4 Aggregate value at end of year ........ 51,239,021  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   90,000,000 90,000,000
b Buildings ................   124,887,908 14,981,250 109,906,658
c Leasehold improvements ............   5,698,446 2,091,077 3,607,369
d Equipment ................   28,330,830 17,561,118 10,769,712
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 214,283,739
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
DEFERRED RENT 1,815,610
FUNDS HELD IN DEPOSIT 3,445
SWAP LIABILITY 27,765,195
ACCRUED PENSION PLANS 33,631,889





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 63,216,139
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 587,726,117
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 15,216,613
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 249,518,013
e Add lines 2a through 2d ..................... 2e 264,734,626
3 Subtract line 2e from line 1..................... 3 322,991,491
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b -1,214,779
c Add lines 4a and 4b....................... 4c -1,214,779
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 321,776,712
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1 291,065,898
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -15,999,706
e Add lines 2a through 2d...................... 2e -15,999,706
3 Subtract line 2e from line 1..................... 3 307,065,604
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 307,065,604
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
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.
Schedule D, Part X, Line 2 and FIN 48 (ASC 740) Footnote   Pew has been granted tax-exempt status under section 501(c)(3) of the Internal Revenue Code (the Code) and accordingly, is not subject to federal income tax. Pew is tax-exempt under Section 501(a) of the Code and applicable state law. Consequently, there is no provision for federal or state income taxes. Pew determines its tax positions based on a "more likely than not" threshold. THis applies to positions taken or expected to be taken in a tax return. Pew does not believe its financial statements include any material uncertain tax positions. As of June 30, 2013, Pew's tax periods ended June 30, 2010 through June 30, 2013 for the federal tax jurisdiction remain open.
Schedule D, Part XI, Line 2D   Change in beneficial interest in trusts 249,576,792 Unrealized foreign exchange gain 277,362 Returned contributions (313,386) Uncollectible pledges (22,755) ----------- TOTAL 249,518,013
Schedule D, PArt XI, Line 4B   Sub-tenant revenue, NET OF EXPENSES (RECLASS) (231,425) Expenses related to 901 E non-501(c)(3)/like-minded tenants (RECLASS) (597,031) Expenses related to the garage at 901 E (RECLASS) (549,643) Registration Revenue (RECLASS) 163,320 --------- TOTAL (1,214,779)
schedule d, part xii, line 2d   Unrealized gain on interest rate swap agreements (17,214,485) Sub-tenant revenue, NET OF EXPENSES (RECLASS) 231,425 Expenses related to 901 E non-501(c)(3)/like-minded tenants (RECLASS) 597,031 Expenses related to the garage at 901 E (RECLASS) 549,643 Registration Revenue (RECLASS) (163,320) ----------- Total (15,999,706)
Schedule D (Form 990) 2012

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number

56-2307147
Part I
General Information on Activities Outside the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside
the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
East Asia and the Pacific     Investments   549,000
Europe (Including Iceland and Greenland)     Investments   1,384,000
East Asia and the Pacific     Program Services ANTIBIOTICS 3,169
Europe (Including Iceland and Greenland)     Program Services Economic Mobility 43,513
Europe (Including Iceland and Greenland)     Program Services Election Initiatives 20,000
East Asia and the Pacific 1 1 Program Services Environmental PGM MGMT 160,070
Europe (Including Iceland and Greenland) 3 11 Program Services Environmental PGM MGMT 1,957,475
Middle East and North Africa     Program Services Environmental PGM MGMT 5,652
North America     Program Services Environmental PGM MGMT 16,541
South America     Program Services Environmental PGM MGMT 1,523
South Asia     Program Services Environmental PGM MGMT 3,160
North America     Program Services Food Safety 6,946
North America     Program Services Health Impact 30,000
Central America and the Caribbean     Program Services Protecting Ocean Life 470,454
East Asia and the Pacific   3 Program Services Protecting Ocean Life 2,011,509
Europe (Including Iceland and Greenland)   12 Program Services Protecting Ocean Life 5,841,044
North America     Program Services Protecting Ocean Life 161,367
South America     Program Services Protecting Ocean Life 1,491,457
South Asia     Program Services Protecting Ocean Life 21,260
Sub-Saharan Africa     Program Services Protecting Ocean Life 6,269
Central America and the Caribbean     Program Services Scholars and Fellows 302,786
North America     Program Services Scholars and Fellows 5,012
South America     Program Services Scholars and Fellows 8,048
East Asia and the Pacific   4 Program Services Wilderness Protection 653,297
North America     Program Services Wilderness Protection 30,150
East Asia and the Pacific     Grantmaking   2,737,477
Europe (Including Iceland and Greenland)     Grantmaking   491,758
North America     Grantmaking   2,781,785
South Asia     Grantmaking   150,000
3a Sub-total ..... 4 27 12,665,423
b Total from continuation sheets to Part I ...   4 8,679,299
c Totals (add lines 3a and 3b) 4 31 21,344,722
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount of
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
East Asia and the Pacific Policy 683,368 wire      
East Asia and the Pacific Policy 1,250,189 wire      
North America Policy 6,785 wire      
East Asia and the Pacific Policy 488,920 wire      
East Asia and the Pacific Policy 85,000 check      
Europe (Including Iceland and Greenland) Policy 238,207 wire      
South Asia Policy 150,000 check      
East Asia and the Pacific Policy 150,000 check      
East Asia and the Pacific Policy 80,000 wire      
North America Policy 150,000 check      
North America Civic Life 126,000 wire      
North America Civic Life 699,000 wire      
North America Civic Life 1,800,000 check      
Europe (Including Iceland and Greenland) Policy 103,551 check      
Europe (Including Iceland and Greenland) Policy 150,000 check      
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
12
3
Enter total number of other organizations or entities .......................MediumBullet
1
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If “Yes,”the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If “Yes,” the organizationmay be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
FORM 990, SCHEDULE F, PART 1, LINE 2   Pew's process for monitoring the use of grant funds outside the United States is similar to the process for monitoring those within the United States. 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. Pew exercises oversight over the grantee through other means designed to ensure all grant funds are used appropriately on an as-needed basis. 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. Antibiotics: Pew works to reduce antibiotic resistance in humans through phasing out the routine use of antibiotics in food animals that are not sick. Economic Mobility: Pew informs the national discussion on economic mobility by generating original research and by conducting significant public communications and policymaker outreach on the issue. Election Initiatives: Pew works to advance state and federal policies, practices, and technologies that will give Americans an election system that is reliable, accurate and high performing. Environmental Program Management: Pew provides management and administrative support to its Environment programs throughout the world. Food Safety: Pew works to assess scientific evidence related to health risks posed by food additives and assess policy recommendations for reducing those risks. Health impact assessments: Pew, along with a major donor, launched a national initiative to promote the use of health impact assessments to inform policymakers on the health effects of their decisions. 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. Scholars and fellows: Pew supports promising early-career scientists and biomedical scholars in research. Wilderness protection and public lands: pew works for the protection of wilderness and other biologically diverse lands in the united states, Canada, and Australia. GrantMaking: 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. Pew does not separately track indirect expenditures to foreign activities. As such, per the IRS 990 Instructions, the amounts presented in Schedule F do not include an indirect allocation of expenditures.
FORM 990, SCHEDULE F, PART II   GRANTs are reported on the accrual basis, the same method used for the audited financial statements.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2012
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number
56-2307147
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) AARP Experience Corps
601 East St NW
Washington,DC20049
26-3698436 501(c)(3) 165,000       Civic Life
(2) Alaska Marine Conservation Council
PO Box 101145
Anchorage,AK99510
92-0155875 501(c)(3) 60,000       Policy
(3) Alaska Wilderness League
122 C St NW Ste 240
Washington,DC20001
52-1814742 501(c)(3) 88,250       Policy
(4) Albert Einstein College of Medicine
1300 Morris Park Avenue
Bronx,NY10461
13-1624225 501(c)(3) 95,000       Policy
(5) American Academy of Pediatrics
141 NW Pt Blvd
Elk Grove Village,IL60007
36-2275597 501(c)(3) 221,090       Policy
(6) Arizona Department of Health Services
150 N 18th Ave Ste 310
Phoenix,AZ85007
86-6004791 State of AZ 249,938       Policy
(7) Arkansas Advocates for Children & Family
1400 W Markham St
Little Rock,AR72201
71-0492205 501(c)(3) 45,000       Policy
(8) Association of Northwest Steelheaders
6641 SE Lake Road
Milwaukie,OR97222
91-1031100 501(c)(3) 35,000       Policy
(9) Attic Youth Center
255 S 16th St
Philadelphia,PA19102
23-3020071 501(c)(3) 150,000       Civic Life
(10) Backcountry Hunters and Anglers
PO Box 126
Joseph,OR97846
20-1037177 501(c)(3) 59,570       Policy
(11) Baylor College of Medicine
One Baylor Plaza
Houston,TX77030
74-1613878 501(c)(3) 95,000       Policy
(12) Bering Sea Fishermen's Association
1130 W 6th Ave Ste 110
Anchorage,AK99501
92-0074000 501(c)(3) 37,425       Policy
(13) Beth Israel Deaconess Medical Center
330 Brookline Avenue
Boston,MA02215
04-2103881 501(c)(3) 240,000       Policy
(14) Big Brothers Big Sisters of Bucks County
2875 Old York Road
Jamison,PA18929
23-2461056 501(c)(3) 150,000       Civic Life
(15) Big Brothers Big Sisters of SE Pennsylvania
123 S Broad St Ste 2180
Phila,PA19109
23-1352034 501(c)(3) 215,000       Civic Life
(16) Biodiversity Conservation Alliance
PO Box 1512
Laramie,WY82073
83-0308354 501(c)(3) 58,000       Policy
(17) Boston Children's Hospital
300 Longwood Avenue
Boston,MA02115
04-2774441 501(c)(3) 60,000       Policy
(18) Breakthrough of Greater Philadelphia
34 W Coulter St
Philadelphia,PA19144
23-2789601 501(c)(3) 135,000       Civic Life
(19) Brigham and Women's Hospital
75 Francis Street
Boston,MA02115
04-2312909 501(c)(3) 35,000       Policy
(20) Brown University
One Prospect St
Providence,RI02912
05-0258809 501(c)(3) 240,000       Policy
(21) Bryn Mawr College
101 North Merion Avenue
Bryn Mawr,PA19010
23-1352621 501(c)(3) 1,300,000       Civic Life
(22) California Community Foundation
221 S Figueroa St
Los Angeles,CA90012
95-3510055 501(c)(3) 152,774       Policy
(23) California Institute of Technology
1200 E California Blvd
Pasadena,CA91125
95-1643307 501(c)(3) 240,000       Policy
(24) California Wilderness Coalition
PO Box 11094
Oakland,CA94611
51-0183228 501(c)(3) 200,000       Policy
(25) Camphill Village Kimberton Hills
1601 Pughtown Rd
Kimberton,PA19442
23-2258345 501(c)(3) 180,000       Civic Life
(26) Camphill Village Kimberton Hills
1601 Pughtown Rd
Kimberton,PA19442
23-2258345 501(c)(3) 120,000       Civic Life
(27) Cape Cod Commercial Fishermen's Alliance
1566 Main Street
Chatham,MA02633
04-3138784 501(c)(3) 632,338       Policy
(28) Carson Valley Children's Aid
1419 Bethlehem Pike
Flourtown,PA19031
23-1352623 501(c)(3) 181,000       Civic Life
(29) Ctr for Regional Economic Competitiveness
PO Box 100127
Arlington,VA22210
54-1968125 501(c)(3) 60,000       Policy
(30) Center for Science in the Public Interest
1220 L St NW Ste 300
Washington,DC20005
23-7122879 501(c)(3) 58,856       Policy
(31) Chemical Heritage Foundation
315 Chestnut Street
Philadelphia,PA19106
22-2817365 501(c)(3) 375,000       Civic Life
(32) Chester County Futures
704 Haywood Drive
Exton,PA19341
31-1822506 501(c)(3) 160,000       Civic Life
(33) Chester Education Foundation
2600 West Ninth Street
Chester,PA19063
23-2576096 501(c)(3) 160,000       Civic Life
(34) Children Now
1404 Franklin Street
Oakland,CA94612
94-3059243 501(c)(3) 150,000       Policy
(35) Children's Hospital of Philadelphia Fdn
3401 Civic Ctr Blvd
Philadelphia,PA19104
23-2237932 501(c)(3) 268,000       Civic Life
(36) Children's Hospital of Philadelphia Fdn
3401 Civic Ctr Blvd
Philadelphia,PA19104
23-2237932 501(c)(3) 1,000,000       Civic Life
(37) Children's Hospital of Philadelphia Fdn
3401 Civic Ctr Blvd
Philadelphia,PA19104
23-2237932 501(c)(3) 240,000       Policy
(38) Children's Village
125 North 8th Street
Philadelphia,PA19106
23-2223552 501(c)(3) 126,000       Civic Life
(39) City of Cleveland
601 Lakeside Avenue
Cleveland,OH44109
34-6000646 State of OH 250,000       Policy
(40) Cold Spring Harbor Laboratory
1 Bungtown Rd
Cold Spring Harbor,NY11724
11-2013303 501(c)(3) 240,000       Policy
(41) Colorado Environmental Coalition
1536 Wynkoop St Ste 5C
Denver,CO80202
84-0614285 501(c)(3) 75,000       Policy
(42) Columbia University in the City of New York
535 W 116th St
New York,NY10027
13-5598093 501(c)(3) 240,000       Policy
(43) Community Growth Educational Foundation
4875 Eisenhower Ave
Alexandria,VA22304
23-7204514 501(c)(3) 175,000       Policy
(44) Community Legal Services
1424 Chestnut Street
Philadelphia,PA19102
23-1671562 501(c)(3) 200,000       Civic Life
(45) Community Resources for Justice
355 Boylston Street
Boston,MA02116
04-3461434 501(c)(3) 60,450       Policy
(46) Community Resources for Justice
355 Boylston Street
Boston,MA02116
04-3461434 501(c)(3) 1,544,905       Policy
(47) Community Solutions
14 E 28th Street
New York,NY10016
27-3523909 501(c)(3) 110,544       Policy
(48) Conservation Alliance
PO Box 1275
Bend,OR97709
94-3100867 501(c)(3) 50,000       Policy
(49) Conservation International Foundation
2011 Crystal Dr Ste 500
Arlington,VA22202
52-1497470 501(c)(3) 150,000       Policy
(50) Conservation Law Foundation
62 Summer Street
Boston,MA02110
04-6149986 501(c)(3) 115,166       Policy
(51) Consumers Union of United States
101 Truman Avenue
Yonkers,NY10703
13-1776434 501(c)(3) 2,078,600       Policy
(52) Coral Reef Alliance
351 California St
San Francisco,CA94104
94-3211245 501(c)(3) 63,998       Policy
(53) Coral Reef Alliance
351 California St
San Francisco,CA94104
94-3211245 501(c)(3) 149,963       Policy
(54) Council for a Strong America
1212 New York Ave NW
Washington,DC20005
13-3840271 501(c)(3) 150,000       Policy
(55) Council for a Strong America
1212 New York Ave NW
Washington,DC20005
13-3840271 501(c)(3) 150,000       Policy
(56) Council for a Strong America
1212 New York Ave NW
Washington,DC20005
13-3840271 501(c)(3) 90,000       Policy
(57) Council of State Governments
2760 Research Park Dr
Lexington,KY40511
36-6000818 501(c)(3) 149,626       Policy
(58) Council of State Governments
2760 Research Park Dr
Lexington,KY40511
36-6000818 501(c)(3) 2,949,679       Policy
(59) Council on Foundations
2121 Crystal Drive
Arlington,VA22202
13-6068327 501(c)(3) 105,000       Civic Life
(60) Cultural Data Project
400 Market St Ste 600
Phila,PA19106
45-4844612 501(c)(3) 6,426,740       Civic Life
(61) Curators of the University of Missouri
Office of the Chancellor
Columbia,MO65211
43-6003859 State of MO 240,000       Policy
(62) Dallas Foundation
2904 Floyd Street Suite C
Dallas,TX75204
75-2890371 501(c)(3) 159,370       Policy
(63) Dana-Farber Cancer Institute
450 Brookline Avenue
Boston,MA02215
04-2263040 501(c)(3) 240,000       Policy
(64) Del Val Assoc - Education of Young Children
1608 Walnut Street
Philadelphia,PA19103
23-6438144 501(c)(3) 196,000       Civic Life
(65) Downeast Lakes Land Trust
PO Box 75
Grand Lake Stream,ME04637
01-0541131 501(c)(3) 10,266       Civic Life
(66) Drexel University
3141 Chestnut St
Philadelphia,PA19104
23-1352630 501(c)(3) 180,000       Civic Life
(67) Drexel University
3141 Chestnut St
Philadelphia,PA19104
23-1352630 501(c)(3) 114,000       Civic Life
(68) Drexel University
3141 Chestnut St
Philadelphia,PA19104
23-1352630 501(c)(3) 225,000       Civic Life
(69) Ducks Unlimited
3074 Gold Canal Dr
Rancho Cordova,CA95670
13-5643799 501(c)(3) 1,511,438       Policy
(70) Ducks Unlimited
3074 Gold Canal Dr
Rancho Cordova,CA95670
13-5643799 501(c)(3) 475,000       Policy
(71) Ducks Unlimited
3074 Gold Canal Dr
Rancho Cordova,CA95670
13-5643799 501(c)(3) 2,275,000       Policy
(72) Ducks Unlimited
3074 Gold Canal Dr
Rancho Cordova,CA95670
13-5643799 501(c)(3) 6,000,000       Policy
(73) Duke University
Office of the President
Durham,NC27708
56-0532129 501(c)(3) 240,000       Policy
(74) Duke University
Office of the President
Durham,NC27708
56-0532129 501(c)(3) 95,000       Policy
(75) Earthjustice
426 17th St 6th Fl
Oakland,CA94612
94-1730465 501(c)(3) 99,000       Policy
(76) Earthjustice
426 17th St 6th Fl
Oakland,CA94612
94-1730465 501(c)(3) 210,030       Policy
(77) Ed Snider Youth Hockey Foundation
3601 S Broad St
Philadelphia,PA19148
20-2885113 501(c)(3) 200,000       Civic Life
(78) Electronic Registration Information Center
1155 F St NW Ste 1050
Wash,DC20004
45-5389681 501(c)(3) 138,879       Policy
(79) Eleutherian Mills-Hagley Foundation
PO Box 3630
Wilmington,DE19807
51-0070531 501(c)(3) 135,000       Civic Life
(80) Environment America Research and Policy
44 Winter St 4th Fl
Boston,MA02108
13-4339865 501(c)(3) 50,000       Policy
(81) ESF Dream Camp Foundation
750 East Haverford Road
Bryn Mawr,PA19010
23-3045020 501(c)(3) 120,000       Civic Life
(82) Family & Community Service of De County
600 North Olive Street
Media,PA19063
23-1282405 501(c)(3) 186,000       Civic Life
(83) Family Services of Montgomery County PA
3125 Ridge Pike
Eagleville,PA19403
23-1352361 501(c)(3) 180,000       Civic Life
(84) Farallon Institute
101 H Street Suite Q
Petaluma,CA94952
26-0467490 501(c)(3) 49,840       Policy
(85) Florida Wildlife Federation
PO Box 6870
Tallahassee,FL32314
59-1398265 501(c)(3) 100,000       Policy
(86) Ford's Theatre Society
514 Tenth Street NW
Washington,DC20004
52-6073157 501(c)(3) 100,000       Civic Life
(87) Fox Chase Cancer Center
333 Cottman Avenue
Philadelphia,PA19111
23-2000307 501(c)(3) 240,000       Policy
(88) Franklin Institute
222 N 20th St
Philadelphia,PA19103
23-1370501 501(c)(3) 500,000       Civic Life
(89) Franklin Institute
222 N 20th St
Philadelphia,PA19103
23-1370501 501(c)(3) 480,000       Civic Life
(90) Free Library of Philadelphia Foundation
1901 Vine St Rm 400
Philadelphia,PA19103
52-1173474 501(c)(3) 500,000       Civic Life
(91) Future Generations Graduate School
81 Price Way
Circleville,WV26804
20-4093450 501(c)(3) 50,000       Civic Life
(92) George Junior Republic
PO Box 1058
Grove City,PA16127
25-1536204 501(c)(3) 200,000       Civic Life
(93) Georgia State University Research Fdn
PO Box 3999
Atlanta,GA30303
58-1845423 501(c)(3) 49,927       Policy
(94) Girl Scouts of Eastern Pennsylvania
330 Manor Road
Miquon,PA19444
23-1352309 501(c)(3) 200,000       Civic Life
(95) Grand Canyon Wildlands Council
PO Box 1594
Flagstaff,AZ86002
86-0894042 501(c)(3) 35,000       Policy
(96) Grantmakers in the Arts
4055 21st Ave W Ste 100
Seattle,WA98199
36-3670955 501(c)(3) 100,000       Civic Life
(97) Greater Phila Coalition Against Hunger
1725 Fairmount Ave
Philadelphia,PA19130
26-2727680 501(c)(3) 125,000       Civic Life
(98) Greater Yellowstone Coalition
215 South Wallacxe Avenue
Bozeman,MT59715
81-0414042 501(c)(3) 35,000       Policy
(99) Gulf Restoration Network
338 Baronne St
New Orleans,LA70112
72-1447742 501(c)(3) 93,472       Policy
(100) Heinz Center for Science Economics & Envi
900 17th Street NW
Washington,DC20006
13-3755530 501(c)(3) 48,000       Policy
(101) Health Care Without Harm
12355 Sunrise Valley Dr
Reston,VA20191
52-2358837 501(c)(3) 125,000       Policy
(102) Health Resources in Action
95 Berkeley St Ste 208
Boston,MA02116
04-2229839 501(c)(3) 124,981       Policy
(103) High Country Citizens' Alliance
PO Box 1066
Crested Butte,CO81224
84-0772688 501(c)(3) 40,341       Policy
(104) Human Impact Partners
304 12th Street Suite 3B
Oakland,CA94708
27-0193587 501(c)(3) 75,000       Policy
(105) Human Impact Partners
304 12th Street Suite 3B
Oakland,CA94708
27-0193587 501(c)(3) 192,584       Policy
(106) Ingham County Health Department
5303 South Cedar Street
Lansing,MI48909
38-6005629 State of MI 250,000       Policy
(107) Institute for Agriculture and Trade Policy
2105 First Ave S
Minneapolis,MN55404
36-3501938 501(c)(3) 100,000       Policy
(108) Institute for Fisheries Resources
The Presidio
San Francisco,CA94129
94-3176524 501(c)(3) 30,000       Policy
(109) Intercultural Family Services
4225 Chestnut Street
Philadelphia,PA19104
23-2311676 501(c)(3) 180,000       Civic Life
(110) Islands First
380 Lexington Avenue
New York,NY10168
32-0214126 501(c)(3) 89,600       Policy
(111) Jackson Laboratory
600 Main Street
Bar Harbor,ME04609
01-0211513 501(c)(3) 500,000       Civic Life
(112) Johns Hopkins University
242 Garland Hall
Baltimore,MD21218
52-0595110 501(c)(3) 15,000       Policy
(113) Joseph J Peters Institute
100 S Broad St Ste 1700
Phila,PA19110
23-1996523 501(c)(3) 212,000       Civic Life
(114) Juvenile Law Center
1315 Walnut St Ste 400
Phila,PA19107
23-1976386 501(c)(3) 180,000       Civic Life
(115) Kansas Health Institute
212 SW Eighth Avenue
Topeka,KS66603
48-1148972 501(c)(3) 113,961       Policy
(116) KenCrest Centers
502 Germantown Pike
Plymouth Mtg,PA19462
23-1711070 501(c)(3) 216,000       Civic Life
(117) Kentucky Environmental Foundation
PO Box 467
Berea,KY40463
61-1199616 501(c)(3) 75,000       Policy
(118) La Jolla Institute for Allergy & Immunology
9420 Athena Circle
La Jolla,CA92037
33-0328688 501(c)(3) 95,000       Policy
(119) Lahey Clinic
41 Mall Road
Burlington,MA01805
04-2704683 501(c)(3) 179,375       Policy
(120) Lancaster Farmland Trust
125 Lancaster Avenue
Strasburg,PA17579
20-4233446 501(c)(3) 763,958       Civic Life
(121) League of Conservation Voters Education
1920 L St NW Ste 800
Washington,DC20036
52-1379661 501(c)(3) 50,000       Policy
(122) Los Angeles County
500 W Temple St
Los Angeles,CA90012
95-6000927 State of CA 249,764       Policy
(123) LULAC Institute
201 East Main Suite 605
El Paso,TX79901
52-2072106 501(c)(3) 125,000       Policy
(124) Lutheran Children and Family Service
5401 Rising Sun Ave
Philadelphia,PA19120
23-1696007 501(c)(3) 140,000       Civic Life
(125) Lutheran Settlement House
1340 Frankford Ave
Philadelphia,PA19125
23-1352365 501(c)(3) 180,000       Civic Life
(126) Maine Coast Heritage Trust
1 Bowdoin Mill Is Ste 201
Topsham,ME04086
23-7099105 501(c)(3) 300,000       Civic Life
(127) Maine Coast Heritage Trust
1 Bowdoin Mill Is Ste 201
Topsham,ME04086
23-7099105 501(c)(3) 2,530,914       Civic Life
(128) Maine Coast Heritage Trust
1 Bowdoin Mill Is Ste 201
Topsham,ME04086
23-7099105 501(c)(3) 1,746,054       Civic Life
(129) Maine Coast Heritage Trust
1 Bowdoin Mill Is Ste 201
Topsham,ME04086
23-7099105 501(c)(3) 3,504,083       Civic Life
(130) Maryland Family Network
1001 Eastern Avenue
Baltimore,MD21202
52-1486702 501(c)(3) 100,000       Policy
(131) Maternal and Child Health Consortium
30 W Barnard St
West Chester,PA19382
23-2775806 501(c)(3) 195,000       Civic Life
(132) Minnesota Department of Health
625 Robert St N
Saint Paul,MN55164
41-6007162 State of MN 248,022       Policy
(133) Montana Wilderness Association
30 South Ewing Street
Helena,MT59601
51-0198932 501(c)(3) 75,000       Policy
(134) Montana Wilderness Association
30 South Ewing Street
Helena,MT59601
51-0198932 501(c)(3) 110,000       Policy
(135) Mount Grace Land Conservation Trust
1461 Old Keene Road
Athol,MA01331
04-2938967 501(c)(3) 132,000       Civic Life
(136) Mount Sinai School of Medicine
One Gustave L Levy Pl
New York,NY10029
13-6171197 501(c)(3) 74,336       Policy
(137) National Association of County and City
1100 17th Street NW
Washington,DC20036
52-1426663 501(c)(3) 137,666       Policy
(138) National Audubon Society
4225 Hollis Street
Emeryville,CA94608
13-1624102 501(c)(3) 50,000       Policy
(139) National Audubon Society
4225 Hollis Street
Emeryville,CA94608
13-1624102 501(c)(3) 15,851       Policy
(140) National Audubon Society
4225 Hollis Street
Emeryville,CA94608
13-1624102 501(c)(3) 45,000       Policy
(141) National Audubon Society
4225 Hollis Street
Emeryville,CA94608
13-1624102 501(c)(3) 20,000       Policy
(142) National Coalition for Marine Conservation
Four Royal Street SE
Leesburg,VA20175
58-1186029 501(c)(3) 92,000       Policy
(143) National Conference of State Legislature
7700 East First Place
Denver,CO80230
84-0772595   40,000       Policy
(144) National Conference of State Legislature
7700 East First Place
Denver,CO80230
84-0772595   95,400       Policy
(145) National Conference of State Legislature
7700 East First Place
Denver,CO80230
84-0772595   1,015,476       Policy
(146) National Consumer Law Center
7 Winthrop Sq Ste 400
Boston,MA02110
04-2488502 501(c)(3) 30,000       Policy
(147) National Dental Association
3517 16th Street NW
Washington,DC20010
54-0315311 501(c)(3) 66,320       Policy
(148) Natl Governors Assoc Ctr for Best Practices
444 N Capitol St Ste 267
Wash,DC20001
23-7391796 501(c)(3) 127,665       Policy
(149) National Indian Justice Center
5250 Aero Drive
Santa Rosa,CA95403
68-0004000 501(c)(3) 75,000       Policy
(150) National Network for Oral Health Access
PMB 329
Denver,CO80207
84-1186592 501(c)(3) 124,780       Policy
(151) Natl Network of Public Health Institutions
1515 Poydras Street
New Orleans,LA70112
72-1505359 501(c)(3) 175,631       Policy
(152) National Parks Conservation Association
777 6th St NW Ste 700
Washington,DC20001
53-0225165 501(c)(3) 40,000       Policy
(153) National Public Radio
1111 N Capitol St NE
Wash,DC20001
52-0907625 501(c)(3) 500,000       Civic Life
(154) Natl Research Center for Women & Families
1001 Connecticut Ave NW
Wash,DC20036
52-2169212 501(c)(3) 43,603       Policy
(155) Natural Resources Defense Council
40 West 20th Street
New York,NY10011
13-2654926 501(c)(3) 50,000       Policy
(156) Natural Resources Defense Council
40 West 20th Street
New York,NY10011
13-2654926 501(c)(3) 500,000       Policy
(157) Nature Conservancy
4245 Fairfax Drive
Arlington,VA22203
53-0242652 501(c)(3) 302,068       Policy
(158) Network of Victim Assistance
2370 York Road
Jamison,PA18929
23-7438387 501(c)(3) 210,000       Civic Life
(159) Nevada Wilderness Project
333 Flint Street
Reno,NV89501
88-0442530 501(c)(3) 100,000       Policy
(160) New Jersey Department of State
PO Box 459
Trenton,NJ08625
21-6000928 STATE OF NJ 12,420       Policy
(161) New Mexico Wilderness Alliance
142 Truman St NE
Albuquerque,NM87108
85-0457916 501(c)(3) 40,000       Policy
(162) New Mexico Wilderness Alliance
142 Truman St NE
Albuquerque,NM87108
85-0457916 501(c)(3) 73,000       Policy
(163) New York University
70 Washington Sq S
New York,NY10012
13-5562308 501(c)(3) 240,000       Policy
(164) New York University
70 Washington Sq S
New York,NY10012
13-5562308 501(c)(3) 95,000       Policy
(165) Norris Square Neighborhood Project
2141 N Howard St
Philadelphia,PA19122
23-2045157 501(c)(3) 105,000       Civic Life
(166) Northwestern University
633 Clark Street
Evanston,IL60208
36-2167817 501(c)(3) 240,000       Policy
(167) Nunamta Aulukestai Caretakers
Box 735
Dillingham,AK99576
26-1203644 501(c)(3) 50,000       Policy
(168) Ocean Conservancy
1300 19th St NW 8th Fl
Wash,DC20036
23-7245152 501(c)(3) 45,030       Policy
(169) Ocean Conservancy
1300 19th St NW 8th Fl
Wash,DC20036
23-7245152 501(c)(3) 45,000       Policy
(170) Ocean Conservancy
1300 19th St NW 8th Fl
Wash,DC20036
23-7245152 501(c)(3) 150,000       Policy
(171) Ocean Foundation
1990 M Street NW
Washington,DC20036
71-0863908 501(c)(3) 298,880       Policy
(172) Ocean Foundation
1990 M Street NW
Washington,DC20036
71-0863908 501(c)(3) 402,381       Policy
(173) Ohio State University
205 Bricker Hall
Columbus,OH43210
31-6025986 State of OH 177,833       Policy
(174) Oklahoma Medical Research Foundation
825 NE 13th St
Oklahoma City,OK73104
73-0580274 501(c)(3) 240,000       Policy
(175) Oregon Health Authority
500 Summer Street NE E-82
Salem,OR97301
93-6001752 State of OR 249,993       Policy
(176) Oregon Natural Desert Association
50 SW Bond St Ste Four
Bend,OR97702
94-3098621 501(c)(3) 60,000       Policy
(177) Oregon Public Health Institute
315 SW 5th Ave Ste 202
Portland,OR97204
93-1259522 501(c)(3) 12,093       Policy
(178) Partners for a Healthier Community
280 Chestnut Street
Springfield,MA01101
04-3342182 501(c)(3) 74,942       Policy
(179) People's Emergency Center
325 N 39th St
Philadelphia,PA19104
23-2017882 501(c)(3) 150,000       Civic Life
(180) Pew Research Center
1615 L St NW Ste 700
Washington,DC20036
20-0881724 501(c)(3) 750,000       Information
(181) Pew Research Center
1615 L St NW Ste 700
Washington,DC20036
20-0881724 501(c)(3) 2,750,000       Information
(182) Pew Research Center
1615 L St NW Ste 700
Washington,DC20036
20-0881724 501(c)(3) 480,000       Information
(183) Pew Research Center
1615 L St NW Ste 700
Washington,DC20036
20-0881724 501(c)(3) 5,700,000       Information
(184) Pew Research Center
1615 L St NW Ste 700
Washington,DC20036
20-0881724 501(c)(3) 22,558,000       Information
(185) Philadelphia Children's Alliance
42 S 15th St Ste 400
Philadelphia,PA19102
23-2526605 501(c)(3) 230,000       Civic Life
(186) Philadelphia Futures
230 S Broad St
Philadelphia,PA19102
23-1365983 501(c)(3) 270,000       Civic Life
(187) Philadelphia Mural Arts Advocates
1727-1729 Mount Vernon St
Phila,PA19130
23-2876470 501(c)(3) 225,000       Civic Life
(188) Philadelphia Museum of Art
Benjamin Franklin Pkwy
Phila,PA19101
23-1365388 501(c)(3) 5,000,000       Civic Life
(189) Planned Parenthood Federation of America
434 West 33rd Street
New York,NY10001
13-1644147 501(c)(3) 1,000,000       Policy
(190) Playworks
228 Krams Avenue
Philadelphia,PA19127
94-3251867 501(c)(3) 150,000       Civic Life
(191) Princeton University
1 Nassau Hall
Princeton,NJ08544
21-0634501 501(c)(3) 240,000       Policy
(192) Prison Fellowship Ministries
44180 Riverside Parkway
Lansdowne,VA20176
62-0988294 501(c)(3) 199,120       Policy
(193) Project Forward Leap Foundation
1706 Race Street
Philadelphia,PA19103
23-2537550 501(c)(3) 210,000       Civic Life
(194) Project HOME
1515 Fairmount Ave
Philadelphia,PA19130
23-2555950 501(c)(3) 186,500       Civic Life
(195) ProPublica
One Exchange Plaza
New York,NY10013
14-2007220 501(c)(3) 500,000       Civic Life
(196) Public Citizens for Children and Youth
1709 Benjamin Franklin Pkwy
Phila,PA19103
23-2137461 501(c)(3) 270,000       Civic Life
(197) Public Health Management Corporation
260 S Broad St
Philadelphia,PA19102
23-7221025 501(c)(3) 187,000       Civic Life
(198) Quebec-Labrador Foundation
55 South Main Street
Ipswich,MA01938
13-6155399 501(c)(3) 210,000       Civic Life
(199) Resources for Human Development
3721 Midvale Avenue
Philadelphia,PA19129
23-1727133 501(c)(3) 50,000       Civic Life
(200) Resources Legacy Fund
555 Capitol Mall
Sacramento,CA95814
95-4703838 501(c)(3) 25,000       Policy
(201) Rockefeller Philanthropy Advisors
6 West 48th Street
New York,NY10036
13-3615533 501(c)(3) 250,000       Policy
(202) Rockefeller University
1230 York Avenue
New York,NY10065
13-1624158 501(c)(3) 240,000       Policy
(203) Saint Louis University
Office of the President
St Louis,MO63103
43-0654872 501(c)(3) 240,000       Policy
(204) Save Our Wild Salmon Coalition
200 First Avenue West
Seattle,WA98119
91-1673170 501(c)(3) 75,000       Policy
(205) Scenic Hudson Land Trust
One Civic Ctr Pl
Poughkeepsie,NY12601
23-7148333 501(c)(3) 1,500,000       Civic Life
(206) Settlement Music School of Philadelphia
416 Queen Street
Philadelphia,PA19147
23-1352676 501(c)(3) 400,000       Civic Life
(207) Sky Island Alliance
PO Box 41165
Tucson,AZ85717
86-0796748 501(c)(3) 5,900       Policy
(208) Sonoran Institute
44 E Broadway Blvd Ste 350
Tucson,AZ85701
86-0864610 501(c)(3) 30,000       Policy
(209) Southern Utah Wilderness Alliance
425 East 100 South
Salt Lake City,UT84111
94-2936961 501(c)(3) 9,277       Policy
(210) SquashSmarts
c/o Lenfest Center
Philadelphia,PA19140
23-3060172 501(c)(3) 35,000       Civic Life
(211) St Jude Children's Research Hospital
262 Danny Thomas Pl
Memphis,TN38105
62-0646012 501(c)(3) 95,000       Policy
(212) Stanford University
Office of the President
Stanford,CA94305
94-1156365 501(c)(3) 95,000       Policy
(213) Stone Barns Center for Food & Agriculture
630 Bedford Road
Pocantico Hills,NY10591
13-4150082 501(c)(3) 500,000       Policy
(214) Support Center for Child Advocates
1900 Cherry Street
Philadelphia,PA19103
23-2048664 501(c)(3) 225,000       Civic Life
(215) Teatown Lake Reservation
1600 Spring Valley Road
Ossining,NY10562
23-7154985 501(c)(3) 1,000,000       Civic Life
(216) Temple University
1801 N Broiad St
Philadelphia,PA19122
23-1365971 501(c)(3) 187,000       Civic Life
(217) Texas Public Policy Foundation
900 Congress Avenue
Austin,TX78701
74-2524057 501(c)(3) 848,025       Policy
(218) Theodore Roosevelt Conservation Partnership
1660 L Street NW
Washington,DC20036
04-3706385 501(c)(3) 40,000       Policy
(219) Theodore Roosevelt Conservation Partnership
1660 L Street NW
Washington,DC20036
04-3706385 501(c)(3) 35,000       Policy
(220) Theodore Roosevelt Conservation Partnership
1660 L Street NW
Washington,DC20036
04-3706385 501(c)(3) 30,000       Policy
(221) Tri-County Health Department
6162 S Willow Dr
Greewood Village,CO80111
84-6002591 STATE OF CO 249,992       Policy
(222) Trustees of Boston University
1 Silber Way
Boston,MA02215
04-2103547 501(c)(3) 240,000       Policy
(223) Turning Points for Children
415 S 15th St
Philadelphia,PA19146
23-1352272 501(c)(3) 180,000       Civic Life
(224) University of California Berkeley
200 California Hall
Berkeley,CA94720
94-6002123 501(c)(3) 240,000       Policy
(225) University of California San Diego
9500 Gilman Drive
La Jolla,CA92093
95-6006144 501(c)(3) 95,000       Policy
(226) University of California San Diego
9500 Gilman Drive
La Jolla,CA92093
95-6006144 501(c)(3) 240,000       Policy
(227) University of California San Francisco
513 Parnassus Ave
San Francisco,CA94143
94-6036493 501(c)(3) 240,000       Policy
(228) University of California Santa Cruz
1156 High Street
Santa Cruz,CA95064
94-1539563 501(c)(3) 240,000       Policy
(229) University of Chicago
5801 S Ellis Ave
Chicago,IL60637
36-2177139 501(c)(3) 240,000       Policy
(230) University of Delaware
104A Hullihen Hall
Newark,DE19716
51-6000297 501(c)(3) 240,000       Policy
(231) University of Florida
226 Tigert Hall
Gainesville,FL32611
59-6002052 STATE OF FL 49,508       Policy
(232) University of Maryland Foundation
3300 Metzerott Road
Adelphi,MD20783
52-1125663 501(c)(3) 320,776       Policy
(233) University of Massachusetts
333 South St Ste 400
Shrewsbury,MA01545
04-3167352 STATE OF MA 95,000       Policy
(234) University of Massachusetts Amherst
374 Whitmore Bldg
Amherst,MA01003
04-3167352 STATE OF MA 324,999       Policy
(235) University of Miami
230 Ashe Bldg
Coral Gables,FL33146
59-0624458 501(c)(3) 240,000       Policy
(236) University of Michigan
503 Thompson Street
Ann Arbor,MI48109
38-6006309 501(c)(3) 75,000       Policy
(237) University of North Carolina at Chapel Hill
103 South Bldg
Chapel Hill,NC27599
56-6001393 501(c)(3) 240,000       Policy
(238) University of Pennsylvania
1 College Hall Room 100
Phila,PA19104
23-1352685 501(c)(3) 240,000       Policy
(239) University of Pennsylvania
1 College Hall Room 100
Phila,PA19104
23-1352685 501(c)(3) 168,000       Civic Life
(240) University of Southern Mississippi
118 College Drive
Hattiesburg,MS39406
64-6000818 501(C)(3) 439,938       Policy
(241) University of Texas SW Medical Ctr - Dallas
5303 Harry Hines Blvd
Dallas,TX75390
75-6002868 STATE OF TX 95,000       Policy
(242) University of Texas System
600 Colorado St 4th FL
Austin,TX78701
74-6000203 STATE OF TX 75,000       Policy
(243) University of the Arts
320 S Broad St
Philadelphia,PA19102
23-1639911 501(c)(3) 1,510,000       Civic Life
(244) University of the Arts
320 S Broad St
Philadelphia,PA19102
23-1639911 501(c)(3) 1,428,000       Civic Life
(245) University of the Arts
320 S Broad St
Philadelphia,PA19102
23-1639911 501(c)(3) 1,344,000       Civic Life
(246) University of the Arts
320 S Broad St
Philadelphia,PA19102
23-1639911 501(c)(3) 1,222,000       Civic Life
(247) University of the Arts
320 S Broad St
Philadelphia,PA19102
23-1639911 501(c)(3) 1,443,000       Civic Life
(248) University of the Arts
320 S Broad St
Philadelphia,PA19102
23-1639911 501(c)(3) 1,405,000       Civic Life
(249) University of the Arts
320 S Broad St
Philadelphia,PA19102
23-1639911 501(c)(3) 1,394,000       Civic Life
(250) University of Utah
201 Presidents Cir
Salt Lake City,UT84112
87-6000525 501(c)(3) 240,000       Policy
(251) University of Vermont
85 South Prospect St
Burlington,VT05405
03-0179440 501(c)(3) 240,000       Policy
(252) University of Washington
Office of the President
Seattle,WA98195
91-6001537 STATE OF WA 95,000       Policy
(253) University of Washington
Office of the President
Seattle,WA98195
91-6001537 STATE OF WA 102,506       Policy
(254) University of Washington
Office of the President
Seattle,WA98195
91-6001537 State of WA 24,000       Policy
(255) Upstream Public Health
240 N Broadway St
Portland,OR97227
42-1579435 501(c)(3) 29,484       Policy
(256) Vermont Business Roundtable
30 Kimball Ave
South Burlington,VT05403
22-2867726 501(c)(4) 143,925       Policy
(257) Voices for America's Children
1000 Vermont Ave NW
Washington,DC20005
34-1479461 501(c)(3) 169,294       Policy
(258) WE Upjohn Inst for Employment Research
300 S Westnedge
Kalamazoo,MI49007
38-1360419 501(c)(3) 130,000       Policy
(259) Washington Wilderness Coalition
305 N 83rd Street
Seattle,WA98103
91-1102692 501(c)(3) 11,595       Policy
(260) WGBH Educational Foundation
One Guest Street
Boston,MA02135
04-2104397 501(c)(3) 200,000       Civic Life
(261) WHYY
Independence Mall W
Philadelphia,PA19106
23-1438083 501(c)(3) 200,000       Civic Life
(262) Widener University
One University Place
Chester,PA19013
23-1386178 501(c)(3) 175,000       Civic Life
(263) Wilderness Society
1615 M Street NW
Washington,DC20036
53-0167933 501(c)(3) 70,000       Policy
(264) Wildlife Conservation Society
2300 Southern Boulevard
Bronx,NY10460
13-1740011 501(c)(3) 35,000       Policy
(265) Willistown Conservation Trust
925 Providence Rd
Newtown Square,PA19073
23-2841453 501(c)(3) 1,202,321       Civic Life
(266) Women Against Abuse
100 S Broad St Ste 1341
Phila,PA19110
23-1984838 501(c)(3) 194,000       Civic Life
(267) Woods Hole Oceanographic Institution
183 Oyster Pond Road
Woods Hole,MA02543
04-2105850 501(c)(3) 283,805       Policy
(268) Wyoming Wilderness Association
PO Box 6588
Sheridan,WY82801
38-3667856 501(c)(3) 50,000       Policy
(269) Yale University
PO Box 208229
New Haven,CT06520
06-0646973 501(c)(3) 48,112       Policy
(270) YMCA of Philadelphia and Vicinity
2000 Market Street
Philadelphia,PA19103
23-1243965 501(c)(3) 265,000       Civic Life
(271) York Land Trust
PO Box 1241
York Harbor,ME03911
22-2793161 501(c)(3) 156,000       Civic Life
(272) Youth Uprising
8711 MacArthur Boulevard
Oakland,CA95605
20-3321544 501(c)(3) 75,000       Policy
(273) Alaska Wilderness League
1222 Well St Ste 12
Fairbanks,AK99701
52-1814742 501(c)(3) 12,300       Matching Gift
(274) Amara Parenting and Adoption Services
3300 East Union Street
Seattle,WA98122
91-0577487 501(c)(3) 7,500       Matching Gift
(275) Americans for the Arts
1000 Vermont Ave NW
Washington,DC20005
52-1996467 501(c)(3) 12,100       Matching Gift
(276) Antioch of Calvary Chapel
4721 Chestnut Street
Philadelphia,PA19139
32-0078838 501(c)(3) 7,000       Matching Gift
(277) Bowdoin College
4100 College Station
Brunswick,ME04011
01-0215213 501(c)(3) 8,100       Matching Gift
(278) Brearley School
610 East 83rd Street
New York,NY10028
13-1623915 501(c)(3) 8,000       Matching Gift
(279) Capital Community Broadcasting
360 Egan Drive
Juneau,AK99801
92-0058054 501(c)(3) 6,540       Matching Gift
(280) Capitol Hill Baptist Church
525 A Street NE
Washington,DC20002
62-0535346 501(c)(3) 6,959       Matching Gift
(281) Circle of Hope
1125 S Broad St 2nd Fl
Phila,PA19147
23-7178308 501(c)(3) 20,000       Matching Gift
(282) Congregation Rodeph Shalom
615 N Broad St
Philadelphia,PA19123
23-1365228 501(c)(3) 25,000       Matching Gift
(283) Coriell Institute for Medical Research
403 Haddon Avenue
Camden,NJ08103
21-0672684 501(c)(3) 7,500       Matching Gift
(284) Coronado Schools Foundation
201 6th Street
Coronado,CA92118
94-2745484 501(c)(3) 6,000       Matching Gift
(285) Doctors Without Borders USA
333 7th Avenue
New York,NY10001
13-3433452 501(c)(3) 6,200       Matching Gift
(286) Downeast Rail Heritage Preservation Trust
PO Box 950
Bar Harbor,ME04609
16-1714124 501(c)(3) 30,000       Matching Gift
(287) Eisenhower Medical Center Foundation
39000 Bob Hope Dr
Rancho Mirage,CA92270
95-6103458 501(c)(3) 15,000       Matching Gift
(288) Franklin Institute
222 N 20th St
Philadelphia,PA19103
23-1370501 501(c)(3) 9,000       Matching Gift
(289) Georgetown Preparatory School
10900 Rockville Pike
N Bethesda,MD20852
53-0196617 501(c)(3) 5,700       Matching Gift
(290) Grace Community Church
1031 N Vermont St
Arlington,VA22201
31-1767246 501(c)(3) 9,030       Matching Gift
(291) Grace Episcopal Church and Day School
1607 Grace Church
Silver Spring,MD20910
31-1629166 501(c)(3) 10,690       Matching Gift
(292) Greater Exodus Baptist Church
704 N Broad St
Philadelphia,PA19130
23-2494694 501(c)(3) 9,609       Matching Gift
(293) Grist Magazine
710 Second Ave Ste 860
Seattle,WA98104
06-1664153 501(c)(3) 10,200       Matching Gift
(294) Holy Name of Jesus Church
701 East Gaul Street
Philadelphia,PA19125
53-0196617 501(c)(3) 12,400       Matching Gift
(295) Hoops Sagrado Sacred Hoops
PO Box 21332
Washington,DC20009
52-2250365 501(c)(3) 10,000       Matching Gift
(296) Institute for Advanced Study
1 Einstein Drive
Princeton,NJ08540
21-0634988 501(c)(3) 7,500       Matching Gift
(297) Johns Hopkins University
100 N Charles St
Baltimore,MD21218
52-0595110 501(c)(3) 8,600       Matching Gift
(298) Joy Lutheran Church
10111 Eagle Riv Loop
Eagle River,AK99577
41-1568278 501(c)(3) 12,000       Matching Gift
(299) Kansas University Endowment Association
PO Box 928
Lawrence,KS66044
48-0547734 501(c)(3) 10,488       Matching Gift
(300) Kate's Club Inc
1330 W Peachtree St
Atlanta,GA30309
16-1646487 501(c)(3) 6,000       Matching Gift
(301) Kenyon College
105 Chase Ave
Gambier,OH43022
31-4379507 501(c)(3) 5,200       Matching Gift
(302) Maret School Inc
3000 Cathedral Ave NW
Washington,DC20008
53-0211355 501(c)(3) 8,300       Matching Gift
(303) Metropolitan Memorial Foundation
3401 Nebraska Ave NW
Washington,DC20016
53-0225162 501(c)(3) 11,670       Matching Gift
(304) Mount Hope Congregational Church
30330 Schoolcraft Road
Livonia,MI48150
39-0968242 501(c)(3) 6,000       Matching Gift
(305) National Maritime Heritage Foundation
236 Massachusetts Ave NE
Wash,DC20002
52-2239202 501(c)(3) 6,000       Matching Gift
(306) Nature Conservancy
4245 Fairfax Dr Ste 100
Arlington,VA22203
53-0242652 501(c)(3) 15,330       Matching Gift
(307) Pass Creek Community Center
27600 Rocky Mountain Rd
Belgrade,MT59714
68-0511540 501(c)(3) 6,000       Matching Gift
(308) Planned Parenthood Assoc of Metro DC
1108 16th Street NW
Washington,DC20036
53-0204621 501(c)(3) 9,800       Matching Gift
(309) Presentation BVM Catholic ChurchSchool
100 Old Soldiers Road
Cheltenham,PA19012
53-0196617 501(c)(3) 5,152       Matching Gift
(310) Princeton Healthcare System Foundation
3626 US Route One
Princeton,NJ08540
22-2225911 501(c)(3) 7,500       Matching Gift
(311) Rady Children's Hospital
3020 Childrens Way
San Diego,CA92123
33-0170626 501(c)(3) 9,000       Matching Gift
(312) Save Our Wild Salmon Coalition
200 First Avenue West
Seattle,WA98119
91-1673170 501(c)(3) 15,600       Matching Gift
(313) Seattle Academy of Arts and Sciences
1201 East Union Street
Seattle,WA98122
91-1223580 501(c)(3) 7,500       Matching Gift
(314) Shrewsbury Parish Church
PO Box 187
Kennedyville,MD21645
52-1956132 501(c)(3) 7,500       Matching Gift
(315) SOME Inc
71 O St NW
Washington,DC20001
23-7098123 501(c)(3) 20,340       Matching Gift
(316) Trinity Episcopal Church
207 West Main Street
Moorestown,NJ08057
21-0634592 501(c)(3) 9,496       Matching Gift
(317) Trustees of University of Pennsylvania
433 Franklin Bldg
Philadelphia,PA19104
23-1352685 501(c)(3) 13,200       Matching Gift
(318) United States Fund For UNICEF
125 Maiden Lane
New York,NY10038
13-1760110 501(c)(3) 5,150       Matching Gift
(319) United Way of Greater Philadelphia & SE PA
1709 Benjamin Franklin Pkwy
Phila,PA19103
23-1556045 501(c)(3) 18,958       Matching Gift
(320) University of Pennsylvania
433 Franklin Bldg
Phila,PA19104
23-1352685 501(c)(3) 23,450       Matching Gift
(321) University of Washington Foundation
Gift Processing
Seattle,WA98195
94-3079432 501(c)(3) 7,000       Matching Gift
(322) Village Reperatory Company
34 Woolfe Street
Charleston,SC29403
30-0137284 501(c)(3) 7,500       Matching Gift
(323) Virginia Tech Foundation
902 Prices Fork Rd
Blacksburg,VA24061
54-0721690 501(c)(3) 20,000       Matching Gift
(324) Washington College
300 Washington Avenue
Chestertown,MD21620
52-0591691 501(c)(3) 9,000       Matching Gift
(325) Washington Theatre Awards Society
1825 Connecticut Ave Ste 100
Wash,DC20007
52-1317562 501(c)(3) 8,000       Matching Gift
(326) Wolf Trap Fdn for the Performing Arts
1645 Trap Road
Vienna,VA22182
23-7011544 501(c)(3) 20,000       Matching Gift
(327) Zion Hill Baptist Church
5301 Spruce Street
Philadelphia,PA19139
23-1615962 501(c)(3) 6,000       Matching Gift
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
271
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance












Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
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.
Schedule I (Form 990) 2012


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number

56-2307147
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,
directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? .......
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)REBECCA W RIMELPRESIDENT & CEO (i)
(ii)
735,463
 
 
 
3,329,738
 
32,500
 
13,634
 
4,111,335
 
3,171,464
 
(2)HENRY B BERNSTEINSVP FINANCE, RE, & TREASURER (i)
(ii)
332,100
 
 
 
16,845
 
32,500
 
17,421
 
398,866
 
 
 
(3)MICHAEL J DAHLSVP PHILA PROG, TECH, & PLAN (i)
(ii)
356,662
 
 
 
9,826
 
32,500
 
19,636
 
418,624
 
 
 
(4)SHELLEY HEARNESR ADV PEW CTR ON THE STATES (i)
(ii)
279,395
 
 
 
10,289
 
32,500
 
17,011
 
339,195
 
 
 
(5)DONALD KIMELMANMD INFO INIT & PHIL PROGRAM (i)
(ii)
298,862
 
 
 
13,434
 
32,500
 
19,636
 
364,432
 
 
 
(6)JOSHUA REICHERTEXECUTIVE VP (i)
(ii)
386,046
 
 
 
14,676
 
32,500
 
19,636
 
452,858
 
 
 
(7)SUSAN URAHNEXECUTIVE VP (i)
(ii)
373,050
 
 
 
11,836
 
32,500
 
13,720
 
431,106
 
 
 
(8)SALLY O'BRIENSVP PHILANTHROPIC PARTNERSHIPS (i)
(ii)
306,266
 
 
 
6,326
 
32,500
 
18,672
 
363,764
 
 
 
(9)DEBORAH L HAYESMD COMMUNICATIONS (i)
(ii)
1,157
 
 
 
304,668
 
3,647
 
1,527
 
310,999
 
 
 
(10)TAMERA LUZZATTOSVP GOVERNMENT RELATIONS (i)
(ii)
264,134
 
 
 
5,468
 
32,500
 
4,563
 
306,665
 
 
 
(11)JANICE BOGASHSVP HR, INSTIT SOLUTIONS & EO (i)
(ii)
251,230
 
 
 
3,130
 
30,999
 
19,549
 
304,908
 
 
 
(12)GLEN HOWARDMD LEGAL AFFAIRS & GEN COUNSEL (i)
(ii)
279,550
 
 
 
7,356
 
32,500
 
17,421
 
336,827
 
 
 
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
FORM 990, SCHEDULE J, PART I, LINE 1A   AS PART OF HER EMPLOYMENT ARRANGEMENT, THE CEO WAS REIMBURSED $4,400 FOR A CAR SERVICE. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION TO THE CEO AND INCLUDED IN HER FORM W-2.
FORM 990, SCHEDULE J, PART I, LINE 4A   ONE INDIVIDUAL LISTED IN PART VII, SECTION A, LINE 1A RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $277,650.
FORM 990, SCHEDULE J, PART I, Line 4B and Part II   PEW'S COMPENSATION COMMITTEE PREVIOUSLY ESTABLISHED A NONQUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 457(F) FOR THE PRESIDENT AND CEO who currently has more than 30 years of service. THE COMPENSATION COMMITTEE ADOPTED THE PLAN TO SERVE AS A RETENTION TOOL FOR THE PRESIDENT AND CEO, AS WELL AS TO PROVIDE HER WITH A SUPPLEMENTAL RETIREMENT BENEFIT. THE PLAN WAS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE UNTIL THE VESTING DATE IN 2012. THE COMPENSATION COMMITTEE TOOK THE VALUE OF THE SUPPLEMENTAL RETIREMENT BENEFIT INTO ACCOUNT ANNUALLY IN DETERMINING THE PRESIDENT AND CEO'S TOTAL COMPENSATION, AND PEW'S INDEPENDENT COMPENSATION CONSULTANT DETERMINED SUCH TOTAL COMPENSATION TO BE REASONABLE BASED ON COMPARABLE MARKET DATA. PEW REPORTED THE VALUE OF THE SUPPLEMENTAL RETIREMENT BENEFIT AS DEFERRED COMPENSATION FOR THE PRESIDENT AND CEO ON ITS ANNUAL IRS FORM 990 IN ACCORDANCE WITH IRS INSTRUCTIONS. IN 2012, THE PRESIDENT AND CEO VESTED IN THE 457(F) PLAN AND THE PRESENT VALUE OF THE PLAN ($3,298,145) WAS INCLUDED ON HER 2012 FORM W-2. THE COST OF THE ExPECTED BENEFIT WAS ACCRUED ON A GAAP BASIS EACH YEAR BEGINNING WITH 2004 AND REFLECTED IN PEW'S AUDITED FINANCIAL STATEMENTS AND PREVIOUSLY-FILED FORM 990S.
Schedule J (Form 990) 2012

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number
56-2307147
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A District of Columbia
 
53-6001131 2548392M4 03-26-2008 180,000,000 SEE PART VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0      
2 Amount of bonds legally defeased . . . . . . . . . . . 0      
3 Total proceeds of issue . . . . . . . . . . . . . . 180,436,751      
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0      
5 Capitalized interest from proceeds . . . . . . . . . . . 0      
6 Proceeds in refunding escrows . . . . . . . . . . . . 0      
7 Issuance costs from proceeds . . . . . . . . . . . . 0      
8 Credit enhancement from proceeds . . . . . . . . . . . 0      
9 Working capital expenditures from proceeds . . . . . . . . . 900,000      
10 Capital expenditures from proceeds . . . . . . . . . . . 179,536,751      
11 Other spent proceeds . . . . . . . . . . . . . . 0      
12 Other unspent proceeds . . . . . . . . . . . . . . 0      
13 Year of substantial completion . . . . . . . . . . . . 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X            
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X            
16 Has the final allocation of proceeds been made? . . . . . . . .   X            
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . .   X            
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X              
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X              
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . . . . . . . . . . . . X              
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X            
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.00000%   %   %   %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.00000%   %   %   %
6 Total of lines 4 and 5 . . . . . . . . . . . . . . . 0.00000%   %   %   %
7 Does the bond issue meet the private security or payment test? . . . . .   X            
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X            
b If “Yes” to line 8a, enter the percentage of bond-financed property sold or disposed of.   %   %   %   %
c If “Yes” to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X            
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
  X            
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X            
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .                
b Exception to rebate? . . . . . . . . X              
c No rebate due? . . . . . . . . . .
               
If you checked "No rebate due" in line 2c, provide in Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X              
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider . . . . . . . . . 0
 
 
 
 
 
 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . . . .                
e Was a hedge terminated? . . . . . . .                
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X            
b Name of provider . . . . . . . . . 0
 
 
 
 
 
 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X            
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X            
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
1 Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?   X            
Part VI
Supplemental Information. Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Form 990, Schedule K, part I, Line A AND Part II, Line 3 0 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
Form 990, Schedule K, Part II, Line 16 and 17 0  
Form 990, Schedule K, Part III, Line 3a 0  
Schedule K (Form 990) 2012

Additional Data


Software ID:  
Software Version:  

SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number

56-2307147
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 5 3,355,868 LIQUIDATION VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2012)
Schedule M (Form 990) (2012)
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
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.
Schedule M (Form 990) (2012)
Additional Data


Software ID:  
Software Version:  
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.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number

56-2307147
Identifier Return Reference Explanation
Form 990, Part IV, lines 12A and 12B   Pew is audited as part of the consolidated audit of the pew charitable trusts and its subsidiary, pew research center (together "the organization"). The Organization meets the U.S. Generally Accepted Accounting Principles (GAAP) requirements for consolidation. The organization received consolidated audited financial statements and notes with an unqualified opinion for this fiscal year. An independent accounting firm conducted the audit of the consolidated financial statements. The audited consolidated financial statements were prepared in accordance with GAAP.
FORM 990, PART VI, SECTION A, LINE 2   A family relationship exists between Sandy Ford Pew; R. Anderson Pew; and Arthur E. Pew III. A family relationship exists between J.N. Pew IV, M.D.; Mary Catharine Pew, M.D.; Doris Pew Scott; and J. Howard Pew II. A business relationship exists between Susan W. Catherwood; Aristides W. Georgantas; J. Howard Pew II, J.N. Pew IV, M.D.; R. Anderson Pew; Sandy Ford Pew; Robert G. Williams; and Ethel Benson Wister.
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 Senior Vice President Finance, Real Estate Services and Treasurer; Senior Vice President, General Counsel and Corporate Secretary; and the President and CEO; as well as outside independent certified public accountants and outside legal counsel. 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 Senior Vice President Finance, Real Estate Services 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 SENIOR VICE PRESIDENT FINANCE, Real Estate Services 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 employees 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 financial or other conflicts of interest involving Pew; (3)review of all affiliations; 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 financial or other conflicts of interest involving Pew; (4)review and approval of affiliations by management with subsequent board review, as appropriate; and (5)recusal and abstention in all situations of actual or perceived conflict of interest. These and other requirements are monitored, reviewed and resolved on an 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 and 990T, financial data, and conflict of interest policy available to the public upon requests through its website. Pew's governing documents are made public upon request.
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 various line items in PART IX, FUNCTIONAL EXPENSES.
FORM 990, PART VIII, LINE 2C   as part of its charitable mission, PEW rents certain CONFERence center space IN 901 E STREET NW, WASHINGTON, DC TO non-tenants WHICH ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(C)(3). THE SPACE IS MADE AVAILABLE SOLELY ON A COST RECOVERY BASIS. 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 various line items 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 RENTAL INCOME 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 rental income on form 990, Part VIII, Line 6d, column (D). In addition, Pew subleases space to entities in space that it rents at F and K Streets in Washington, DC, as well as various office spaces throughout the country. The space is subleased below Pew's cost. Included in the sublease agreement terms are the tenants' right to use the existing furnishings and certain office services. Pew considers the net value of the personal property to be less than 10% of the total rents under the lease and the value of the shared services to be insignificant in terms of the agreement as a whole. Therefore, pew treats such rental payments, net of the related expenses, as excluded income under IRC section 512(B)(3). Accordingly, Pew has reported the net rental income on Form 990, Part VIII, Line 6d, column (D).
FORM 990, PART VIII, LINE 11A   Pew provides information technology, fundraising 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, columns B and C fees paid to the organization that provides staffing, catering, and other services for the conference center at 901 E Street NW, Washington, DC.
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 gifts and ethics laws and Pew's accountable plan.
FORM 990, PART XI, LINE 9   OTHER CHANGES IN NET ASSETS IS COMPRISED OF THE FOLLOWING: UNREALIZED FOREIGN EXCHANGE GAIN 277,362 UNREALIZED GAIN ON INTEREST RATE SWAP AGREEMENTS 17,214,485 RETURNED CONTRIBUTIONS (313,386) UNCOLLECTIBLE PLEDGES (22,755) ----------- TOTAL 17,155,706
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number

56-2307147
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1) Pew Research Center

1615 L Street NW

Washington,DC20036
20-0881724
Research PA 501(c)(3) 7 PEW
 
Yes
 
(2) The Pew Memorial Trust

C/O Glenmede 1650 Market St

Philadelphia,PA19103
23-6234669
Support Pew PA 501(c)(3) 11-III-O PEW
 
Yes
 
(3) Mary Anderson Trust

C/O Glenmede 1650 Market St

Philadelphia,PA19103
23-6234670
Support Pew PA 501(c)(3) 11-III-O PEW
 
Yes
 
(4) J Howard Pew Freedom Trust

C/O Glenmede 1650 Market St

Philadelphia,PA19103
23-6234671
Support Pew PA 501(c)(3) 11-III-O PEW
 
Yes
 
(5) JN Pew Jr Charitable Trust

C/O Glenmede 1650 Market St

Philadelphia,PA19103
23-6299309
Support Pew PA 501(c)(3) 11-III-O PEW
 
Yes
 
(6) The Knollbrook Trust

C/O Glenmede 1650 Market St

Philadelphia,PA19103
23-6407577
Support Pew PA 501(c)(3) 11-III-O PEW
 
Yes
 
(7) Medical Trust

C/O Glenmede 1650 Market St

Philadelphia,PA19103
23-2131641
Support Pew PA 501(c)(3) 11-III-O PEW
 
Yes
 
(8) Mabel Pew Myrin Trust

C/O Glenmede 1650 Market St

Philadelphia,PA19103
23-6234666
Support Pew PA 501(c)(3) 11-III-O PEW
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) GLENMEDE INV MGMT

1650 Market Street Suite 1200
Philadelphia,PA19103
02-0790147
Wealth Mgmt PA  
N/A                












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) The Glenmede Corporation

1650 Market Street Suite 1200
Philadelphia,PA19103
23-2228772
Wealth Mgmt PA NA
 
C Corp          
(2) The Glenmede Trust Company NA

1650 Market Street Suite 1200
Philadelphia,PA19103
51-0390823
Wealth Mgmt PA N/A
C Corp          










Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) PEW RESEARCH CENTER

B 32,238,000 FAIR VALUE
(2) THE PEW MEMORIAL TRUST

C 166,348,601 FAIR VALUE
(3) MARY ANDERSON TRUST

C 2,357,750 FAIR VALUE
(4) J HOWARD PEW FREEDOM TRUST

C 34,221,647 FAIR VALUE
(5) JN PEW JR CHARITABLE TRUST

C 16,510,664 FAIR VALUE
(6) THE KNOLLBROOK TRUST

C 425,666 FAIR VALUE
(7) MEDICAL TRUST

C 10,210,006 FAIR VALUE
(8) MABEL PEW MYRIN TRUST

C 21,064,818 FAIR VALUE
(9) PEW RESEARCH CENTER

L 189,056 FAIR VALUE
(10) PEW RESEARCH CENTER

Q 57,230 FAIR VALUE
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V—UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
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 PEW RESEARCH CENTER TOTALING $32,238,000. THE SEVEN SUPPORTING TYPE III ORGANIZATIONS DISTRIBUTED TO PEW FUNDS TOTALING $251,139,152. PEW RESEARCH CENTER REIMBURSED PEW FOR FUNDRAISING SERVICES, related to services provided by Pew employees, IN THE AMOUNT OF $189,056, AND FOR SUPPORT SERVICES AND SHARED CosTS FOR CERTAIN SUBSCRIPTIONS AND PROFESSIONAL SERVICES IN THE AMOUNT OF $57,230.

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