Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (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 listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
PUBLIC BROADCASTING SERVICE |
520899215 | 07 | Yes | 3,216,950 | 0 | |
Total 1
|
3,216,950 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | ||||||
| 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 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 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 VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | THE FOUNDATION MAKES GRANTS TO PBS TO ENSURE PBS' CONTINUED EXCELLENCE AND TO PROMOTE AND ENHANCE OUTSTANDING PUBLIC BROADCASTING PROGRAMS AND SERVICES. GRANTS TO PBS IN FISCAL 2015 CONSISTED OF FUNDING TO SUPPORT THE DEVELOPMENT OF MATERIALS FOR PARENTS, KIDS, AND CAREGIVERS THAT SUPPORT KINDERGARTEN READINESS IN THE AREAS OF MATH, LITERACY, AND SOCIAL EMOTIONAL (SE) SKILLS; TO SUPPORT THE DEVELOPMENT OF A SERIES OF PARENT AND CHILD ENGAGEMENT TOOLS AND RESOURCES THAT SUPPORT CHARACTER FORMATION IN CHILDREN; TO SUPPORT THE PBS KIDS CURRICULUM FRAMEWORK INITIATIVE; TO SUPPORT THE PBS HISTORICAL PILOT "MERCY STREET"; TO CONTINUE DEVELOPMENT OF NEW LEARNING MEDIA DIGITAL OBJECTS; TO CREATE NEW PBS KIDS GAME AND PARENT SUPERVISION MOBILE APPLICATIONS AND TO FACILITATE ADDITIONAL NEWS AND PUBLIC AFFAIRS AND GENERAL ARTS PROGRAMMING. |
| FORM 990, PART VI, SECTION A, LINE 2: | PBS FOUNDATION BOARD DIRECTOR JONATHAN RACLIN WAS AN INVESTMENT MANAGER FOR PBS FOUNDATION BOARD MEMBER JOHN PORTER IN FISCAL 2015. |
| FORM 990, PART VI, SECTION A, LINE 4: | AMENDMENT INCREASING THE MAXIMUM SIZE OF THE FOUNDATION'S BOARD FROM 15 TO 20 MEMBERS WAS APPROVED IN JUNE 2015 (ARTICLE 3.2 OF THE FOUNDATION BYLAWS). AMENDMENTS PROVIDING FOR FLEXIBILITY IN THE TERM OF THE CHAIR OF THE BOARD WERE APPROVED IN JUNE 2015 (ARTICLES 3.8, 3.9 OF THE FOUNDATION BYLAWS). |
| FORM 990, PART VI, SECTION A, LINE 6: | PBS IS PBS FOUNDATION'S SOLE MEMBER (ARTICLE 2.1 OF THE PBS FOUNDATION BYLAWS). |
| FORM 990, PART VI, SECTION A, LINE 7A: | PER ARTICLE 3.3 OF THE PBS FOUNDATION BYLAWS, the Chair of the PBS Board of Directors, the President of PBS and a third member from either the PBS Board of Directors or a senior executive of PBS, shall serve as ex officio voting members of the PBS Foundation Board. |
| FORM 990, PART VI, SECTION A, LINE 7B: | PER ARTICLE 3.3 OF THE BYLAWS, PBS'S NOMINATING AND CORPORATE GOVERNANCE COMMITTEE MUST APPROVE ALL APPOINTMENTS OF PBS FOUNDATION BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B: | THE PROCESS FOR REVIEWING THE PBS FOUNDATION FORM 990 PRIOR TO FILING INCLUDES A THOROUGH REVIEW BY THE EXECUTIVE DIRECTOR AND CERTAIN OFFICERS OF THE PBS FOUNDATION, INCLUDING THE PRESIDENT, TREASURER, ASSISTANT TREASURER AND CORPORATE SECRETARY. THESE OFFICERS OF THE FOUNDATION ARE ALSO MEMBERS OF THE SENIOR MANAGEMENT TEAM AT PBS. |
| FORM 990, PART VI, SECTION B, LINE 12C: | IN ACCORDANCE WITH PBS'S CONFLICT OF INTEREST POLICY, PBS FOUNDATION EXECUTIVE STAFF, OFFICERS AND BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM AT THE BEGINNING OF EACH FISCAL YEAR AND ARE REQUIRED TO UPDATE THE FORM AS NECESSARY THROUGHOUT THE YEAR. THESE FORMS ARE DISTRIBUTED, COLLECTED, REVIEWED, AND RETAINED BY PBS FOUNDATION'S CORPORATE SECRETARY, WHO ALSO SERVES AS PBS'S GENERAL COUNSEL AND CORPORATE SECRETARY. |
| FORM 990, PART VI, SECTION B, LINE 15A & B: | THE PBS FOUNDATION REVIEWS INDEPENDENT, PUBLISHED RESEARCH AND SEEKS THE ADVICE OF A COMPENSATION EXPERT IN ORDER TO DETERMINE ANNUAL COMPENSATION FOR ITS EXECUTIVE DIRECTOR AND OTHER KEY MANAGEMENT POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19: | FINANCIAL STATEMENTS AND POLICIES GOVERNING THE PBS FOUNDATION ARE MADE AVAILABLE UPON REQUEST IN WRITING. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B: HOURS DEVOTED TO RELATED ORGANIZATION: PUBLIC BROADCASTING SERVICE PAULA KERGER 32 MICHAEL JONES 35 BARBARA LANDES 35 KATHERINE LAUDERDALE 35 THOMAS TARDIVO 35 KATHY RUSSELL 35 JOYCE HERRING 0 (ALL COMPENSATION WAS SEVERANCE) |
| FORM 990, PART VIII, LINE 7A AND 7B: | THE PBS FOUNDATION RECEIVES CONTRIBUTIONS IN THE FORM OF SECURITIES WHICH IN PRACTICE IT LIQUIDATES TO CASH AS SOON AS REASONABLY POSSIBLE. THESE AMOUNTS ARE RECORDED AS CONTRIBUTION REVENUE AT FAIR MARKET VALUE (FMV) IN LINE 1F OF THE SCHEDULE, AND ASSIGNED AN EQUIVALENT COST BASIS IN LINE 7B, IN THE PERIOD RECEIVED. THESE SAME SECURITIES ARE RECORDED AT THE GROSS SALES AMOUNT ON LINE 7A OF THE SCHEDULE WHEN SOLD, RESULTING IN AN OFFSETTING GAIN OR LOSS IN FAIR MARKET VALUE (FMV) AT LIQUIDATION. |
| FORM 990, PART IX, line 25: | THE FOUNDATION IS A SUPPORTING ORGANIZATION WHOSE EFFORTS AND RELATED EXPENDITURES SOMETIMES RESULT IN BENEFITS NOT REFLECTED IN ITS OWN Form 990 REPORT, AS THESE BENEFITS ARE RECEIVED DIRECTLY BY ITS SUPPORTED ORGANIZATION, PUBLIC BROADCASTING SERVICE. |
| FORM 990, PART XI, LINE 3: | RECONCILIATION OF NET ASSETS: SUPPLEMENTAL INFORMATION EXPLANATION: REVENUES ARE GREATER THAN EXPENSES REFLECTING THE TIMING OF RECEIPT OF GRANT FUNDS OR COMMITMENTS IN ONE PERIOD, AND DISBURSEMENT OF THOSE FUNDS IN FULFILLMENT OF THOSE OBLIGATIONS IN SUBSEQUENT PERIODS. |
| FORM 990, PART XII, LINE 2C: | THERE WAS NO CHANGE IN THE AUDIT OVERSIGHT PROCESS FROM THE PREVIOUS YEAR. |
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