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 private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 07-01-2013 , 2013, and ending 06-30-2014
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 province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103
D Employer identification number

56-2307147
E Telephone number

G Gross receipts $ 429,850,315
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
subordinates?
H(b)
Are all subordinates
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: Improving public policy, informing the public, and invigorating civic life.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 13
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 1,014
6 Total number of volunteers (estimate if necessary) ............. 6 188
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -2,812
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -3,062
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 305,809,297 302,131,777
9 Program service revenue (Part VIII, line 2g) ......... 3,782,762 3,566,840
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 11,909,125 22,188,751
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 275,528 -9,326
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 321,776,712 327,878,042
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 131,988,597 111,594,858
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) 96,478,483 107,399,725
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,265,176    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 78,598,524 76,597,802
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 307,065,604 295,592,385
19 Revenue less expenses. Subtract line 18 from line 12....... 14,711,108 32,285,657
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 753,245,419 809,837,967
21 Total liabilities (Part X, line 26)............. 359,086,447 370,980,363
22 Net assets or fund balances. Subtract line 21 from line 20..... 394,158,972 438,857,604
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 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line 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 INVIGORATE 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 $ 194,282,663 including grants of $ 42,992,529 ) (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 $ 43,130,864 including grants of $ 39,919,450 ) (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 $ 32,521,589 including grants of $ 28,682,879 ) (Revenue $   )
INVIGORATING 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 $ 888,956 )
Returned Grants
(Code:   ) (Expenses $   including grants of $   ) (Revenue $ 1,261,038 )
901 E St Rental revenue
(Code:   ) (Expenses $   including grants of $   ) (Revenue $ 165,825 )
Conference Center Revenue
(Code:   ) (Expenses $   including grants of $   ) (Revenue $ 1,060,071 )
Contract Revenue
(Code:   ) (Expenses $   including grants of $   ) (Revenue $ 190,950 )
Registration Revenue
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $ 3,566,840 )
4e Total program service expensesMediumBullet269,935,116
Form 990 (2013)
Form 990 (2013)
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 other assistance to or for any foreign organization? 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 other assistance to or for foreign individuals? 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 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government 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 or 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
Yes
 
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 25a................ 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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, 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..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
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 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
444
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
Yes
 
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
1,014
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” to line 3b, 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 , FP , FR
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 (2013)
Form 990 (2013)
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 or note to any line 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
14
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
13
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:
MediumBulletUSHA CHAUDHARY901 E STREET NWWASHINGTONDC20004 (202) 540-6884
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) J HOWARD PEW II........................................................................
DIRECTOR AND BOARD CHAIR
3.0
.......................2.3
X   X       21,000 72,750 0
(2) ROBERT H CAMPBELL........................................................................
DIRECTOR
3.0
.......................  
X           23,000 0 0
(3) SUSAN W CATHERWOOD........................................................................
DIRECTOR
3.0
.......................2.3
X           21,000 72,750 0
(4) ARTHUR E PEW III........................................................................
LEGACY DIRECTOR
3.0
.......................  
X           2,000 0 0
(5) JN PEW IV MD........................................................................
DIRECTOR
3.0
.......................2.3
X           21,000 84,750 0
(6) MARY CATHARINE PEW MD........................................................................
DIRECTOR
3.0
.......................  
X           21,000 0 0
(7) R ANDERSON PEW........................................................................
DIRECTOR
3.0
.......................2.3
X           22,000 84,750 0
(8) SANDY FORD PEW........................................................................
DIRECTOR
3.0
.......................2.3
X           22,000 72,750 0
(9) ROBERT G WILLIAMS........................................................................
DIRECTOR
3.0
.......................2.3
X           22,000 72,750 0
(10) ARISTIDES W GEORGANTAS........................................................................
DIRECTOR
3.0
.......................2.3
X           23,000 72,750 0
(11) DORIS PEW SCOTT........................................................................
DIRECTOR
3.0
.......................  
X           22,000 0 0
(12) JAMES S PEW........................................................................
DIRECTOR (BEGIN MAR 2014)
3.0
.......................2.3
X           0 72,750 0
(13) MARY GRAHAM........................................................................
DIRECTOR (BEGIN JUNE 2014)
3.0
.......................  
X           0 0 0
(14) REBECCA W RIMEL........................................................................
PRESIDENT & CEO
47.75
.......................2.25
X   X       1,042,946   50,812
(15) HENRY B BERNSTEIN........................................................................
SVP FINANCE, RE, & TREASURER
49.5
........................5
    X       355,180   50,801
(16) R JAMES G MCMILLAN........................................................................
SVP, GENERAL COUNSEL/CORP SEC
49.5
........................5
    X       258,523   30,991
(17) MICHAEL J DAHL........................................................................
SVP PHILA PROG, TECH, & PLAN
50.0
.......................  
      X     381,330   52,922
Form 990 (2013)
Form 990 (2013)
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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) JOSHUA S REICHERT........................................................................
EXECUTIVE VP
50.0
.......................  
      X     466,054   52,922
(19) SUSAN URAHN........................................................................
EXECUTIVE VP
50.0
.......................  
      X     463,442   46,913
(20) SALLY A O'BRIEN........................................................................
SVP PHILANTHROPIC PARTNERSHIP
50.0
.......................  
      X     328,260   51,958
(21) TAMERA LUZZATTo........................................................................
SVP GOVERNMENT RELATIONS
50.0
.......................  
        X   289,252   37,063
(22) JANICE BOGASH........................................................................
SVP HR, INSTIT SOLUTIONS, & EO
50.0
.......................  
        X   303,872   45,164
(23) KEVIN P SMITH........................................................................
VICE PRESIDENT, DEPT FINANCE
50.0
.......................  
        X   239,354   50,813
(24) MELISSA SKOLFIELD........................................................................
SVP, COMMUNICATIONS
50.0
.......................  
        X   293,639   50,762
(25) SHELLEY A HEARNE........................................................................
SR ADV PEW CTR ON THE STATES
50.0
.......................  
        X   309,904   3,667
(26) ETHEL BENSON WISTER........................................................................
DIRECTOR (END JUNE 2013)
3.0
.......................2.3
          X 3,000 53,750 0
(27) DONALD KIMELMAN........................................................................
FORMER KEY EMPLOYEE
50.0
.......................  
          X 188,818   35,902






1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 5,143,574 659,750 560,690
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet232
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
Yes
 
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
Grassroots Solutions, 2828 University Avenue SE 150MINNEAPOLISMN55414 Program Consulting 2,512,236
C ERICKSON SONS, 2200 Arch Street Suite 200PHILADELPHIAPA19103 CONSTRUCTION SVCS 2,476,452
THREESPOT MEDIA LLC, 3333 14th Street NW Suite 300WASHINGTONDC20010 WEBSITE DESIGNER 2,412,328
CIBER, 6363 S FIDDLERS GREEN CIRCLEGREENWOOD VILLAGECO80111 IT CONSULTING 1,919,269
COMMUNICATIONS INC, 43 HASSOCKS ROADHURSTPIERPOINT0UKW SU BN69Q1 PROGRAM CONSULTING 1,180,321
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet82
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 25
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 256,667,301
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
45,464,451
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet 302,131,777
 Program Service RevenueAmt Business Code
2a RETURNED GRANTS 900099 888,956 888,956    
b 901 E ST RENTAL REVENUE 531120 1,261,038 1,261,038    
c CONFERENCE CENTER REVENUE 532000 165,825 165,825    
d CONTRACT REVENUE 900099 1,060,071 1,060,071    
e REGISTRATION REVENUE 900099 190,950 190,950    
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 3,566,840
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 10,884,274     10,884,274
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 1,710     1,710
(i) Real (ii) Personal
6a Gross rents 3,307,254  
b Less: rental expenses 3,318,290  
c Rental income or (loss) -11,036 0
d Net rental income or (loss).......MediumBullet -11,036   -2,812 -8,224
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 109,958,460  
b Less: cost or other basis and sales expenses 98,653,983  
c Gain or (loss) 11,304,477  
d Net gain or (loss)..........MediumBullet 11,304,477     11,304,477
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            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 327,878,042 3,566,840 -2,812 22,182,237
Form 990 (2013)
Form 990 (2013)
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 or note to any line 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 21 107,809,536 107,809,536
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 32,500 32,500
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 3,752,822 3,752,822
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 4,142,169 2,161,998 1,111,769 868,402
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 73,726,408 65,351,819 5,590,065 2,784,524
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 7,520,292 6,599,527 610,261 310,504
9 Other employee benefits ....... 16,935,550 14,842,678 1,354,096 738,776
10 Payroll taxes ........... 5,075,306 4,421,004 417,594 236,708
11 Fees for services (non-employees):        
a Management ...... 35,950 23,741 12,209  
b Legal ......... 1,033,566 859,432 174,134  
c Accounting ........... 463,997 371,047 92,950  
d Lobbying ........... 1,492,343 1,492,343    
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 1,563,695 1,032,666 531,029  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 25,937,343 25,461,180 469,025 7,138
12 Advertising and promotion .... 1,416,395 1,381,104 34,771 520
13 Office expenses ....... 3,322,719 2,577,426 739,306 5,987
14 Information technology ...... 7,283,284 5,190,380 2,090,135 2,769
15 Royalties .. 0      
16 Occupancy ........... 4,235,648 3,044,504 1,191,144  
17 Travel ............ 5,282,494 4,937,811 169,351 175,332
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 524,517 524,517    
19 Conferences, conventions, and meetings .... 5,418,107 5,193,266 157,217 67,624
20 Interest ........... 5,849,929 3,863,299 1,986,630  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 9,609,483 6,346,352 3,263,131  
23 Insurance .............. 348,839 239,740 109,099  
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 377,017 376,683 334  
b PRINTING AND PUBLICATIONS 605,417 549,484 45,437 10,496
c DUES AND SUBSCRIPTIONS 956,978 812,386 88,196 56,396
d EMPLOYMENT - PLACEMENT 243,365 243,365    
e All other expenses 596,716 442,506 154,210  
25 Total functional expenses. Add lines 1 through 24e 295,592,385 269,935,116 20,392,093 5,265,176
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 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 8,708,901 1 22,363,168
2 Savings and temporary cash investments ......... 2,416,552 2 3,233,969
3 Pledges and grants receivable, net ........... 38,128,718 3 39,210,674
4 Accounts receivable, net ............. 504,909 4 834,575
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 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges .......... 4,975,209 9 3,751,938
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 246,717,247
b Less: accumulated depreciation ..... 10b 35,469,103 214,283,739 10c 211,248,144
11 Investments—publicly traded securities .......... 472,696,602 11 523,228,836
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 ........... 6,530,789 15 5,966,663
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 753,245,419 16 809,837,967
Liabilities 17 Accounts payable and accrued expenses ......... 12,712,365 17 13,276,067
18 Grants payable ................. 103,606,275 18 110,670,633
19 Deferred revenue ................ 0 19 0
20 Tax-exempt bond liabilities ............. 178,700,000 20 174,815,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 141,668 21 21,847
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 .. 710,000 23 0
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.................... 63,216,139 25 72,196,816
26 Total liabilities. Add lines 17 through 25......... 359,086,447 26 370,980,363
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 .............. 274,530,204 27 321,497,367
28 Temporarily restricted net assets ........... 119,628,768 28 117,360,237
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 ........... 394,158,972 33 438,857,604
34 Total liabilities and net assets/fund balances ........ 753,245,419 34 809,837,967
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
327,878,042
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
295,592,385
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
32,285,657
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
394,158,972
5
Net unrealized gains (losses) on investments ...............
5
13,225,899
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
-812,924
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
438,857,604
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
 
 
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 (2013)
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.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 284,856,005 284,527,007 283,050,262 302,198,576 297,891,777 1,452,523,627
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 284,856,005 284,527,007 283,050,262 302,198,576 297,891,777 1,452,523,627
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).. 1,087,673,934
6 Public support. Subtract line 5 from line 4. 364,849,693
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 284,856,005 284,527,007 283,050,262 302,198,576 297,891,777 1,452,523,627
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 16,381,098 17,121,807 15,997,061 14,326,653 14,193,238 78,019,857
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 58,697 55,200 29,415 214,264   357,576
11 Total support (Add lines 7 through 10). 1,530,901,060
12
12
21,367,121
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
23.832 %
15
15
24.097 %
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. 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
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 its Form 990PF, Part I, line 2, 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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
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, RESTRICTEDRESTRICTED

$RESTRICTED


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
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) (2013)

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.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) 2013

Schedule C (Form 990 or 990-EZ) 2013
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) 2010 (b) 2011 (c) 2012 (d) 2013 (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) 2013


Schedule C (Form 990 or 990-EZ) 2013
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
 
89,216
d
Mailings to members, legislators, or the public? .........................
Yes
 
5,653
e
Publications, or published or broadcast statements? .......................
Yes
 
15,076
f
Grants to other organizations for lobbying purposes? .......................
Yes
 
1,463,670
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
2,091,261
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
Yes
 
1,456
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
3,666,332
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
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.
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) 2013

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. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) ..... 5,823,222  
4 Aggregate value at end of year ........ 53,624,789  
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) 2013

Schedule D (Form 990) 2013
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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 ................   125,246,784 18,281,001 106,965,783
c Leasehold improvements ............   5,281,169 2,174,182 3,106,987
d Equipment ................   26,189,294 15,013,920 11,175,374
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 211,248,144
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
DEFERRED RENT 1,604,410
FUNDS HELD IN DEPOSIT 310,469
SWAP LIABILITY 28,326,085
ACCRUED PENSION PLANS 41,955,852





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 72,196,816
2. Liability for uncertain tax positions 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) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 874,126,512
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 13,225,899
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 531,864,831
e Add lines 2a through 2d ..................... 2e 545,090,730
3 Subtract line 2e from line 1..................... 3 329,035,782
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 -1,157,740
c Add lines 4a and 4b....................... 4c -1,157,740
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 327,878,042
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 297,311,015
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 1,718,630
e Add lines 2a through 2d...................... 2e 1,718,630
3 Subtract line 2e from line 1..................... 3 295,592,385
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.) ...... 5 295,592,385
Part XIII
Supplemental Information
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.
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 charitable organizations designated by donors. AMOUNTS ARE PAYABLE UPON THE OCCURRENCE OF FUTURE EVENTS AS DICTATED BY THE donors.
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, 2014, Pew's tax periods ended June 30, 2011 through June 30, 2014 for the federal tax jurisdiction remain open.
Schedule D, Part XI, Line 2D Change in beneficial interest in trusts 532,116,865 Unrealized foreign exchange gain 258,687 Returned contributions (510,721) ----------- TOTAL 531,864,831
Schedule D, PArt XI, Line 4B Sub-tenant revenue, NET OF EXPENSES (RECLASS) (173,714) Expenses related to 901 E non-501(c)(3)/like-minded tenants (RECLASS) (564,815) Expenses related to the garage at 901 E (RECLASS) (610,161) Registration Revenue (RECLASS) 190,950 --------- TOTAL (1,157,740)
schedule d, part xii, line 2d Unrealized loss on interest rate swap agreements 560,890 Sub-tenant revenue, NET OF EXPENSES (RECLASS) 173,714 Expenses related to 901 E non-501(c)(3)/like-minded tenants (RECLASS) 564,815 Expenses related to the garage at 901 E (RECLASS) 610,161 Registration Revenue (RECLASS) (190,950) --------- Total 1,718,630
Schedule D (Form 990) 2013

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.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 its grants and
other 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 its grants and other assistance 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   1,864,000
Europe (Including Iceland and Greenland)     Investments   864,000
Europe (Including Iceland and Greenland)     Program Services Economic Mobility 22,808
North America     Program Services Economic Mobility 809
Central America and the Caribbean     Program Services Environmental MGMT 1,404
East Asia and the Pacific 4 2 Program Services Environmental MGMT 491,432
Europe (Including Iceland and Greenland) 3 15 Program Services Environmental MGMT 3,052,359
North America     Program Services Environmental MGMT 8,127
South America     Program Services Environmental MGMT 36,478
Sub-Saharan Africa     Program Services Environmental MGMT 13,334
Europe (Including Iceland and Greenland)     Program Services Health Impact 15,000
North America     Program Services Health Impact 10,750
Central America and the Caribbean     Program Services Protecting Ocean Life 534,089
East Asia and the Pacific   8 Program Services Protecting Ocean Life 1,676,010
Europe (Including Iceland and Greenland)   15 Program Services Protecting Ocean Life 6,907,519
North America     Program Services Protecting Ocean Life 77,477
South America     Program Services Protecting Ocean Life 1,120,535
South Asia     Program Services Protecting Ocean Life 2,970
Sub-Saharan Africa     Program Services Protecting Ocean Life 32,754
North America     Program Services Public Sector Retireme 10,000
Central America and the Caribbean     Program Services Scholars and Fellows 764,464
North America     Program Services Scholars and Fellows 6,812
South America     Program Services Scholars and Fellows 11,685
Europe (Including Iceland and Greenland)     Program Services Systemic Risk 35,202
East Asia and the Pacific   6 Program Services Wilderness Protection 557,509
Europe (Including Iceland and Greenland)     Program Services Wilderness Protection 172
North America     Program Services Wilderness Protection 24,165
East Asia and the Pacific     Grantmaking   2,832,471
Europe (Including Iceland and Greenland)     Grantmaking   514,141
North America     Grantmaking   256,210
South Asia     Grantmaking   150,000
3a Sub-total ..... 7 40 16,696,131
b Total from continuation sheets to Part I ...   6 5,198,555
c Totals (add lines 3a and 3b) 7 46 21,894,686
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
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 non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
East Asia and the Pacific Policy 2,504,178 wire      
North America Policy 112,000 check      
North America Policy 40,471 wire      
North America Policy 86,629 wire      
East Asia and the Pacific Policy 122,454 wire      
Europe (Including Iceland and Greenland) Policy 7,414 wire      
East Asia and the Pacific Policy 150,000 wire      
South America Policy 150,000 ACH      
Europe (Including Iceland and Greenland) Policy 402,637 wire      
East Asia and the Pacific Policy 5,282 wire      
North America Policy 17,110 check      
Europe (Including Iceland and Greenland) Policy 80,000 wire      
East Asia and the Pacific Policy 50,557 wire      
Europe (Including Iceland and Greenland) Policy 24,090 wire      
             
             
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
10
3
Enter total number of other organizations or entities .......................MediumBullet
3
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 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) 2013
Schedule F (Form 990) 2013
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 organization may 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, Information 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) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
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).
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 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 most foreign countries in which it operates offices. 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. Environmental Program Management: Pew provides management and administrative support to its Environment programs throughout the world. 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 efforts to curb unsustainably high fishing rates, support creation of large marine reserves, protect endangered shark populations, and end illegal fishing on the high seas. Public Sector Retirement: Pew provides research on the fiscal challenges states and cities face as a result of their pension and retiree health obligations. Scholars and fellows: Pew supports promising early-career scientists and biomedical scholars in research. Systemic Risk Council: Pew formed the Systemic Risk Council in 2012, which is a non-partisan body of former government officials and financial and legal experts committed to addressing regulatory and structural issues related to systemic financial risk. 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) 2013
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
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) Academy of Music of Philadelphia
1 S Broad St 14th FL
Philadelphia,PA19107
23-1501159 501(c)(3) 250,000       Civic Life
(2) ActionAIDS
1216 Arch St 6th Fl
Philadelphia,PA19107
23-2446355 501(c)(3) 210,000       Civic Life
(3) Advanced Research Projects Agency-Energy
100 Independence Ave
Washington,DC20585
US DOE 16,950       Policy
(4) Agnes Irwin School
275 South Ithan Avenue
Rosemont,PA19010
23-1352650 501(c)(3) 250,000       Civic Life
(5) AHEDD
3300 Trindle Road
Camp Hill,PA17011
23-2052524 501(c)(3) 169,000       Civic Life
(6) Alaska Marine Conservation Council
PO Box 101145
Anchorage,AK99510
92-0155875 501(c)(3) 101,021       Policy
(7) Alaska Wilderness League
122 C St NW Suite 240
Washington,DC20001
52-1814742 501(c)(3) 35,000       Policy
(8) American Academy of Pediatrics
141 NW Pt Blvd
Elk Grove Village,IL60007
36-2275597 501(c)(3) 389,525       Policy
(9) American Chamber of Commerce Executives
4875 Eisenhower Ave
Alexandria,VA22304
52-1022025 501(c)(6) 63,009       Policy
(10) American Chamber of Commerce Executives
4875 Eisenhower Ave
Alexandria,VA22304
52-1022025 501(c)(6) 79,658       Policy
(11) American Conservative Union Foundation
1331 H St NW Ste 500
Washington,DC20005
52-1294680 501(c)(3) 200,000       Policy
(12) American National Red Cross
2025 E Street NW
Washington,DC20006
53-0196605 501(c)(3) 250,000       Civic Life
(13) American National Red Cross
2025 E Street NW
Washington,DC20006
53-0196605 501(c)(3) 200,000       Civic Life
(14) American Rivers
1101 14th Street NW
Washington,DC20005
23-7305963 501(c)(3) 115,000       Policy
(15) Antarctic and Southern Ocean Coalition
1630 Connecticut Ave
Washington,DC20009
52-1287282 501(c)(3) 20,000       Policy
(16) Asian Arts Initiative
1219 Vine Street
Philadelphia,PA19107
23-2827657 501(c)(3) 32,000       Civic Life
(17) Assn StateTerritorial Dental Directors
2231 Crystal Dr Ste 450
Arlington,VA22202
74-2095782 501(c)(6) 95,123       Policy
(18) Association of Northwest Steelheaders
6641 SE Lake Road
Milwaukie,OR97222
91-1031100 501(c)(3) 36,794       Policy
(19) Backcountry Hunters and Anglers
PO Box 126
Joseph,OR97846
20-1037177 501(c)(3) 49,968       Policy
(20) Bat Conservation International
PO Box 162603
Austin,TX78716
74-2553144 501(c)(3) 6,000       Policy
(21) Bethesda Project
1630 South Street
Philadelphia,PA19146
23-2209338 501(c)(3) 237,000       Civic Life
(22) Blue Ocean Institute Inc
Dutchess Hall Ste 137
Stony Brook,NY11794
61-1406022 501(c)(3) 150,000       Policy
(23) Brandeis University
415 South St Irving 113
Waltham,MA02453
04-2103552 501(c)(3) 240,000       Policy
(24) Brigham and Women's Hospital
75 Francis Street
Boston,MA02115
04-2312909 501(c)(3) 95,000       Policy
(25) Broad Street Ministry
315 S Broad Street
Philadelphia,PA19107
20-2760310 501(c)(3) 210,000       Civic Life
(26) Bucks County Historical Society
84 South Pine Street
Doylestown,PA18901
23-1371952 501(c)(3) 120,000       Civic Life
(27) California Community Foundation
221 S Figueroa St
Los Angeles,CA90012
95-3510055 501(c)(3) 71,139       Policy
(28) California Rural Legal Assistance
631 Howard Street
San Francisco,CA94105
95-2428657 501(c)(3) 12,000       Policy
(29) California Wilderness Coalition
PO Box 11094
Oakland,CA94611
51-0183228 501(c)(3) 263,000       Policy
(30) Cape Cod Commercial Fishermen's Alliance
1566 Main Street
Chatham,MA02633
04-3138784 501(c)(3) 128,196       Policy
(31) Cape Cod Commercial Fishermen's Alliance
1566 Main Street
Chatham,MA02633
04-3138784 501(c)(3) 437,675       Policy
(32) Career Wardrobe
21 S 12th St Ste 110
Philadelphia,PA19107
23-2900156 501(c)(3) 95,000       Civic Life
(33) CareLink Community Support Services
1510 Chester Pike
Eddystone,PA19022
23-1573806 501(c)(3) 147,000       Civic Life
(34) CCF Community Initiatives Fund
221 S Figueroa St
Los Angeles,CA90012
95-4774698 501(c)(3) 160,280       Policy
(35) Central Montgomery MHMR Center
1100 Powell Street
Norristown,PA19401
23-1548819 501(c)(3) 120,000       Civic Life
(36) Chefs Collaborative
89 South Street LL
Boston,MA02111
04-3337348 501(c)(3) 49,945       Policy
(37) City of Cloquet
1307 Cloquet Avenue
Cloquet,MN55720
41-6005060 State of MN 30,426       Policy
(38) Columbia University
535 W 116th St
New York,NY10027
13-5598093 501(c)(3) 240,000       Policy
(39) Columbia University
535 W 116th St
New York,NY10027
13-5598093 501(c)(3) 95,000       Policy
(40) Community Learning Center
2701 N Broad Street
Philadelphia,PA19132
23-2791129 501(c)(3) 115,000       Civic Life
(41) Community Resources for Justice
355 Boylston Street
Boston,MA02116
04-3461434 501(c)(3) 1,215,690       Policy
(42) Conservation Alliance
PO Box 1275
Bend,OR97709
94-3100867 501(c)(3) 49,991       Policy
(43) Conservation Center for Art and History
264 S 23rd Street
Philadelphia,PA19103
23-2047295 501(c)(3) 104,000       Civic Life
(44) Conservation Law Foundation
62 Summer Street
Boston,MA02110
04-6149986 501(c)(3) 133,546       Policy
(45) Consultative Group on Biological Diversity
PO Box 29361
San Francisco,CA94129
13-3431076 501(c)(3) 78,000       Civic Life
(46) Consumer Federation of America
1620 I St NW Ste 200
Washington,DC20006
52-0880625 501(c)(3) 25,550       Policy
(47) Consumer Federation of America
1620 I St NW Ste 200
Washington,DC20006
52-0880625 501(c)(3) 10,000       Policy
(48) Council for a Strong America
1212 New York Ave NW
Washington,DC20005
13-3840271 501(c)(3) 100,000       Policy
(49) Council of Juvenile Correctional Admins
639 Granite St Ste 112
Braintree,MA02184
04-3237796 501(c)(3) 20,000       Policy
(50) Council of Juvenile Correctional Admins
639 Granite St Ste 112
Braintree,MA02184
04-3237796 501(c)(3) 49,114       Policy
(51) Council of State Chambers of Commerce
315 County Line Road
Palmyra,PA17078
35-0827885 501(c)(6) 10,000       Policy
(52) Council of State Governments
2760 Research Park Dr
Lexington,KY40511
36-6000818 501(c)(3) 449,895       Policy
(53) Council of State Governments
2760 Research Park Dr
Lexington,KY40511
36-6000818 501(c)(3) 1,544,665       Policy
(54) Council of State Governments
2760 Research Park Dr
Lexington,KY40511
36-6000818 501(c)(3) 22,625       Policy
(55) County of Goodhue
509 W 5th Street
Red Wing,MN55066
41-6005797 State of MN 45,328       Policy
(56) Crime Victims' Center of Chester County
135-137 W Market St
West Chester,PA19382
23-2039284 501(c)(3) 150,000       Civic Life
(57) Ctr Excellence in Health Care Journalism
10 Neff Hall
Columbia,MO65211
41-1908032 501(c)(3) 20,028       Policy
(58) Ctr for Regional Economic Competitiveness
PO Box 100127
Arlington,VA22210
54-1968125 501(c)(3) 1,093,272       Policy
(59) DE County Community College Edu Fdn
901 South Media Line Road
Media,PA19063
23-2143790 501(c)(3) 100,000       Civic Life
(60) Delaware County Women Against Rape
204 South Avenue
Media,PA19063
23-2011721 501(c)(3) 95,000       Civic Life
(61) Depaul USA
5725 Sprague Street
Philadelphia,PA19138
35-2338110 501(c)(3) 110,000       Civic Life
(62) Domestic Violence Ctr of Chester County
PO Box 832
West Chester,PA19381
22-2606511 501(c)(3) 121,000       Civic Life
(63) Drueding Center
413 W Master Street
Philadelphia,PA19122
23-1532883 501(c)(3) 150,000       Civic Life
(64) Ducks Unlimited
3074 Gold Canal Dr
Rancho Cordova,CA95670
13-5643799 501(c)(3) 7,794,827       Policy
(65) Ducks Unlimited
3074 Gold Canal Dr
Rancho Cordova,CA95670
13-5643799 501(c)(3) 2,175,000       Policy
(66) Duke University
207 Allen Bldg Box 90001
Durham,NC27708
56-0532129 501(c)(3) 37,145       Policy
(67) Duke University
207 Allen Bldg Box 90001
Durham,NC27708
56-0532129 501(c)(3) 151,600       Civic Life
(68) Earthjustice
426 17th Street 6th Fl
Oakland,CA94612
94-1730465 501(c)(3) 270,037       Policy
(69) Earthjustice
426 17th Street 6th Fl
Oakland,CA94612
94-1730465 501(c)(3) 30,000       Policy
(70) Earthjustice
426 17th Street 6th Fl
Oakland,CA94612
94-1730465 501(c)(3) 367,276       Policy
(71) Electronic Registration Information Center
1155 F St NW Ste 1050
Washington,DC20004
45-5389681 501(c)(3) 19,691       Policy
(72) Environmental Grantmakers Association
475 Riverside Dr Ste 960
New York,NY10115
20-8817646 501(c)(3) 20,000       Policy
(73) Esperanza Health Center
4417 N 6th Street
Philadelphia,PA19140
23-2480701 501(c)(3) 170,000       Civic Life
(74) Evergreen State College
2700 Evergreen Parkway NW
Olympia,WA98513
91-0826533 State of WA 2,805,408       Policy
(75) Family and Community Service of DE County
600 North Olive Street
Media,PA19063
23-1282405 501(c)(3) 135,000       Civic Life
(76) Family Service of Montgomery County PA
3125 Ridge Pike
Norristown,PA19403
23-1352361 501(c)(3) 180,000       Civic Life
(77) FamilyFarmedorg
171 N Humphrey Avenue
Oak Park,IL60302
36-4095287 501(c)(3) 49,917       Policy
(78) Farallon Institute
101 H Street Suite Q
Petaluma,CA94952
26-0467490 501(c)(3) 24,900       Policy
(79) Federation of Neighborhood Centers
1528 Walnut Street
Philadelphia,PA19102
23-1630073 501(c)(3) 150,000       Civic Life
(80) Florida Wildlife Federation
PO Box 6870
Tallahassee,FL32314
59-1398265 501(c)(3) 278,431       Policy
(81) Food Animal Concerns Trust
3525 W Peterson Avenue
Chicago,IL60659
36-3172605 501(c)(3) 130,000       Policy
(82) Foundation Center
79 Fifth Avenue
New York,NY10003
13-1837418 501(c)(3) 180,000       Civic Life
(83) Friends of Nevada Wilderness
PO Box 9754
Reno,NV89507
88-0211763 501(c)(3) 131,250       Policy
(84) Friends of Nevada Wilderness
PO Box 9754
Reno,NV89507
88-0211763 501(c)(3) 75,000       Policy
(85) Friends of Nevada Wilderness
PO Box 9754
Reno,NV89507
88-0211763 501(c)(3) 110,000       Policy
(86) Future Generations Graduate School
81 Price Way
Circleville,WV26804
20-4093450 501(c)(3) 1,200,000       Civic Life
(87) Georgia State University Research Fdn
PO Box 3999
Atlanta,GA30303
58-1845423 501(c)(3) 202,353       Policy
(88) Georgia Tech Research Corporation
505 Tenth Street
Atlanta,GA30332
58-0603146 501(c)(3) 22,518       Policy
(89) Good Beginnings Alliance
33 S King St Suite 200
Honolulu,HI96813
94-3257650 501(c)(3) 10,010       Policy
(90) Grand Canyon Wildlands Council
PO Box 1594
Flagstaff,AZ86002
86-0894042 501(c)(3) 35,000       Policy
(91) Grantmakers for Effective Organizations
1725 DeSales Street
Washington,DC20036
01-0669150 501(c)(3) 12,190       Policy
(92) Greater Yellowstone Coalition
215 South Wallacxe Avenue
Bozeman,MT59715
81-0414042 501(c)(3) 15,000       Policy
(93) Grove City College
100 Campus Drive
Grove City,PA16127
25-1065148 501(c)(3) 1,500,000       Policy
(94) Health Care Without Harm
12355 Sunrise Valley Drive
Reston,VA20191
52-2358837 501(c)(3) 101,962       Policy
(95) Healthy Schools Campaign
175 N Franklin Ste 300
Chicago,IL60606
36-4308068 501(c)(3) 49,900       Policy
(96) HIAS and Council Migration Svc of Phila
2100 Arch St 3RD FL
Philadelphia,PA19103
23-1405597 501(c)(3) 150,000       Civic Life
(97) Homeless Advocacy Project
42 S 15th St 4th Fl
Philadelphia,PA19102
23-2619480 501(c)(3) 109,000       Civic Life
(98) Horizon House
120 S 30th Street
Philadelphia,PA19104
23-1413304 501(c)(3) 180,000       Civic Life
(99) Human Impact Partners
304 12th Street Suite 3B
Oakland,CA94708
27-0193587 501(c)(3) 80,805       Policy
(100) Icahn School of Medicine at Mount Sinai
1 Gustave L Levy Place
New York,NY10029
13-6171197 501(c)(3) 35,050       Policy
(101) Icahn School of Medicine at Mount Sinai
1 Gustave L Levy Place
New York,NY10029
13-6171197 501(c)(3) 240,000       Policy
(102) Icahn School of Medicine at Mount Sinai
1 Gustave L Levy Place
New York,NY10029
13-6171197 501(c)(3) 95,000       Policy
(103) Idaho Conservation League
PO Box 844
Boise,ID83701
82-6042478 501(c)(3) 267,550       Policy
(104) Idaho Conservation League
PO Box 844
Boise,ID83701
82-6042478 501(c)(3) 226,000       Policy
(105) Independent Sector
1602 L Street NW
Washington,DC20036
52-1081024 501(c)(3) 17,500       Policy
(106) Inglis Foundation
2600 Belmont Avenue
Philadelphia,PA19131
23-2326553 501(c)(3) 450,000       Civic Life
(107) Inglis Foundation
2600 Belmont Avenue
Philadelphia,PA19131
23-2326553 501(c)(3) 197,000       Civic Life
(108) Inst Governance & Sustainable Development
2300 Wisconsin Ave NW
Washington,DC20007
81-0616238 501(c)(3) 25,000       Policy
(109) Institute for Fisheries Resources
PO Box 29196
San Francisco,CA94129
94-3176524 501(c)(3) 48,853       Policy
(110) Interim House
333 W Upsal Street
Philadelphia,PA19119
23-7271716 501(c)(3) 158,000       Civic Life
(111) Iowa State Univ of Science and Technology
1750 Beardshear Hall
Ames,IA50011
42-6004224 501(c)(3) 205,100       Policy
(112) Islands First
380 Lexington Ave
New York,NY10168
32-0214126 501(c)(3) 145,030       Policy
(113) Johns Hopkins University
242 Garland Hall
Baltimore,MD21218
52-0595110 501(c)(3) 95,000       Policy
(114) Kansas Health Institute
212 SW Eighth Ave Ste 300
Topeka,KS66603
48-1148972 501(c)(3) 135,964       Policy
(115) Kawerak
PO Box 948
Nome,AK99762
92-0047009 501(c)(3) 61,447       Policy
(116) La Comunidad Hispana
731 W Cypress St
Kennett Square,PA19348
23-2041915 501(c)(3) 180,000       Civic Life
(117) Lancaster Farmland Trust
125 Lancaster Avenue
Strasburg,PA17579
20-4233446 501(c)(3) 565,553       Civic Life
(118) Library of Congress
101 Independence Ave SE
Wash,DC20540
53-6002532 U.S. Agency 90,000       Civic Life
(119) LIFT
1620 I St NW Ste 820
Washington,DC20006
52-2168409 501(c)(3) 100,000       Civic Life
(120) Local Initiatives Support Corporation
501 Seventh Avenue
New York,NY10018
13-3030229 501(c)(3) 179,000       Civic Life
(121) Louisiana Rural Water Association
1325 Third Ave PO Box 180
Kinder,LA70648
72-0839514 State of LA 104,530       Policy
(122) Maine Coast Fishermen's Association
PO Box 112
Topsham,ME04086
13-4337702 501(c)(3) 80,780       Policy
(123) MANNA
2323 Ranstead Street
Philadelphia,PA19103
23-2586142 501(c)(3) 149,000       Civic Life
(124) Marine Exchange of Alaska
1000 Harbor Way Suite 204
Juneau,AK99801
92-0173630 501(c)(6) 10,000       Policy
(125) Massachusetts Institute of Technology
77 Massachusetts Avenue
Cambridge,MA02139
04-2103594 501(c)(3) 600,022       Policy
(126) Metropolitan Career Center
100 S Broad Street
Philadelphia,PA19110
23-1930438 501(c)(3) 144,000       Civic Life
(127) Michigan Council for MaternalChild Hlth
221 N Walnut Street
Lansing,MI48933
38-2445458 501(c)(4) 189,949       Policy
(128) Minnesota Pollution Control Agency
520 Lafayette Road North
St Paul,MN55155
41-6007162 State of MN 98,563       Policy
(129) Montana Wilderness Association
30 South Ewing Street
Helena,MT59601
51-0198932 501(c)(3) 60,000       Policy
(130) Montana Wilderness Association
30 South Ewing Street
Helena,MT59601
51-0198932 501(c)(3) 85,000       Policy
(131) Montgomery County Community College Fdn
340 DeKalb Pike
Blue Bell,PA19422
23-2253031 501(c)(3) 191,000       Civic Life
(132) National Audubon Society
4225 Hollis Street
Emeryville,CA94608
13-1624102 501(c)(3) 66,911       Policy
(133) National Audubon Society
4225 Hollis Street
Emeryville,CA94608
13-1624102 501(c)(3) 40,947       Policy
(134) National Center for State Courts
300 Newport Avenue
Williamsburg,VA23185
52-0914250 501(c)(3) 239,891       Policy
(135) National Conference of State Legislature
7700 East First Place
Denver,CO80230
84-0772595   20,175       Policy
(136) National Conference of State Legislature
7700 East First Place
Denver,CO80230
84-0772595   1,348,467       Policy
(137) National Consumer Law Center
7 Winthrop Square Ste 400
Boston,MA02110
04-2488502 501(c)(3) 45,031       Policy
(138) National League of Cities Institute
1301 Pennsylvania Ave
Washington,DC20004
52-6055762 501(c)(3) 158,194       Policy
(139) National League of Cities Institute
1301 Pennsylvania Ave
Washington,DC20004
52-6055762 501(c)(3) 38,700       Policy
(140) National Lieutenant Governors Assn
71 Cavalier Blvd Ste 223
Florence,KY41042
61-1227811 501(c)(3) 10,000       Policy
(141) National Network for Oral Health Access
181 E 56th Ave Ste 501
Denver,CO80216
84-1186592 501(c)(3) 103,352       Policy
(142) National PTA
1250 N Pitt Street
Alexandria,VA22314
36-2169155 501(c)(3) 49,872       Policy
(143) National Sheriffs' Association
1450 Duke Street
Alexandria,VA22314
53-0116293 501(c)(4) 184,560       Policy
(144) National Wildlife Federation
11100 Wildlife Center Dr
Reston,VA20190
53-0204616 501(c)(3) 221,225       Policy
(145) Natl Network of Public Health Institutions
1515 Poydras Street
New Orleans,LA70112
72-1505359 501(c)(3) 16,159       Policy
(146) Natural Resources Defense Council
40 West 20th Street
New York,NY10011
13-2654926 501(c)(3) 300,000       Policy
(147) Natural Resources Defense Council
40 West 20th Street
New York,NY10011
13-2654926 501(c)(3) 1,500,000       Civic Life
(148) Natural Resources Defense Council
40 West 20th Street
New York,NY10011
13-2654926 501(c)(3) 20,250       Policy
(149) New England Clean Energy Council
125 Summer St Suite 1020
Boston,MA02110
26-1281012 501(c)(6) 50,000       Policy
(150) New Mexico Wilderness Alliance
142 Truman Street NE
Albuquerque,NM87108
85-0457916 501(c)(3) 55,000       Policy
(151) New Mexico Wilderness Alliance
142 Truman Street NE
Albuquerque,NM87108
85-0457916 501(c)(3) 70,000       Policy
(152) New Mexico Wildlife Federation
121 Cardenas Drive NE
Albuquerque,NM87108
85-0160947 501(c)(3) 83,500       Policy
(153) New York University
70 Washington Sq S
New York,NY10012
13-5562308 501(c)(3) 240,000       Policy
(154) Northwestern University
633 Clark Street
Evanston,IL60208
36-2167817 501(c)(3) 95,000       Policy
(155) Nova Southeastern University
3301 College Ave
Fort Lauderdale,FL33314
59-1083502 501(c)(3) 55,000       Policy
(156) Nunamta Aulukestai Caretakers
Box 735
Dillingham,AK99576
26-1203644 501(c)(3) 40,000       Policy
(157) Ocean Conservancy
1300 19th St NW 8th Fl
Washington,DC20036
23-7245152 501(c)(3) 35,792       Policy
(158) Ocean Foundation
1990 M St NW Ste 250
Washington,DC20036
71-0863908 501(c)(3) 144,644       Policy
(159) Ocean Foundation
1990 M St NW Ste 250
Washington,DC20036
71-0863908 501(c)(3) 147,480       Policy
(160) Ohio University
1 University Terrace
Athens,OH45701
31-6402113 State of OH 95,000       Policy
(161) Open Space Conservancy
1350 Broadway Suite 201
New York,NY10018
13-3028060 501(c)(3) 400,000       Civic Life
(162) Oregon Natural Desert Association
50 SW Bond St Ste Four
Bend,OR97702
94-3098621 501(c)(3) 79,000       Policy
(163) Oregon Natural Desert Association
50 SW Bond St Ste Four
Bend,OR97702
94-3098621 501(c)(3) 60,000       Policy
(164) Oregon Natural Desert Association
50 SW Bond St Ste Four
Bend,OR97702
94-3098621 501(c)(3) 80,000       Policy
(165) Oregon Public Health Institute
315 SW 5th Ave Ste 202
Portland,OR97204
93-1259522 501(c)(3) 15,589       Policy
(166) Penn Foundation Inc
807 Lawn Avenue
Sellersville,PA18960
23-1496225 501(c)(3) 180,000       Civic Life
(167) Pennsylvania Horticultural Society
100 N 20th St 5th Fl
Philadelphia,PA19103
23-1352265 501(c)(3) 150,000       Civic Life
(168) Pew Research Center
1615 L St NW Ste 700
Washington,DC20036
20-0881724 501(c)(3) 350,000       Information
(169) Pew Research Center
1615 L St NW Ste 700
Washington,DC20036
20-0881724 501(c)(3) 200,000       Information
(170) Pew Research Center
1615 L St NW Ste 700
Washington,DC20036
20-0881724 501(c)(3) 50,000       Information
(171) Pew Research Center
1615 L St NW Ste 700
Washington,DC20036
20-0881724 501(c)(3) 450,000       Information
(172) Pew Research Center
1615 L St NW Ste 700
Washington,DC20036
20-0881724 501(c)(3) 240,000       Information
(173) Pew Research Center
1615 L St NW Ste 700
Washington,DC20036
20-0881724 501(c)(3) 1,000,000       Information
(174) Pew Research Center
1615 L St NW Ste 700
Washington,DC20036
20-0881724 501(c)(3) 1,400,000       Information
(175) Pew Research Center
1615 L St NW Ste 700
Washington,DC20036
20-0881724 501(c)(3) 8,000,000       Information
(176) Pew Research Center
1615 L St NW Ste 700
Washington,DC20036
20-0881724 501(c)(3) 24,018,000       Information
(177) Pew Research Center
1615 L St NW Ste 700
Washington,DC20036
20-0881724 501(c)(3) 2,600,000       Information
(178) Pew Research Center
1615 L St NW Ste 700
Washington,DC20036
20-0881724 501(c)(3) 1,100,000       Information
(179) Pfleger Institute of Environmental Res
2110 S Coast Hwy 101
Oceanside,CA92054
33-0735400 501(c)(3) 90,672       Policy
(180) Philadelphia FIGHT
1233 Locust Street
Philadelphia,PA19107
23-2625934 501(c)(3) 180,000       Civic Life
(181) Philadelphia Folklore Project
735 S 50th Street
Philadelphia,PA19143
23-2568080 501(c)(3) 32,000       Civic Life
(182) Philadelphia Young Playwrights
1709 Benjamin Franklin Pkwy
Phila,PA19103
23-2474075 501(c)(3) 18,000       Civic Life
(183) Philanthropy Network Greater Philadelphia
230 South Broad St
Philadelphia,PA19102
23-2518417 501(c)(3) 90,750       Civic Life
(184) PolicyLink
1438 Webster St Ste 303
Oakland,CA94612
94-3297479 501(c)(3) 9,900       Policy
(185) Prichard Committee for Academic Excellence
167 W Main St Ste 310
Lexington,KY40507
61-1026214 501(c)(3) 111,565       Policy
(186) Project HOME
1515 Fairmount Ave
Philadelphia,PA19130
23-2555950 501(c)(3) 324,000       Civic Life
(187) Public Health Law Center
875 Summit Avenue
St Paul,MN55105
41-1896367 501(c)(3) 100,000       Policy
(188) Public Health Management Corporation
1500 Market Street
Philadelphia,PA19102
23-7221025 501(c)(3) 215,000       Civic Life
(189) Public Health Management Corporation
1500 Market Street
Philadelphia,PA19102
23-7221025 501(c)(3) 750,000       Civic Life
(190) Rensselaer Polytechnic Institute
110 Eighth Street
Troy,NY12180
14-1340095 501(c)(3) 240,000       Policy
(191) Research Foundation of SUNY
1400 Washington Avenue
Albany,NY12222
14-1368361 501(c)(3) 186,244       Policy
(192) Research Foundation of SUNY
1400 Washington Avenue
Albany,NY12222
14-1368361 501(c)(3) 150,000       Policy
(193) Round River Conservation Studies
284 W 400 North
Salt Lake City,UT84103
87-0499405 501(c)(3) 35,000       Policy
(194) Round River Conservation Studies
284 W 400 North
Salt Lake City,UT84103
87-0499405 501(c)(3) 35,000       Policy
(195) RSVP of Montgomery County
925 Harvest Dr Ste 100
Blue Bell,PA19422
23-2121691 501(c)(3) 30,000       Civic Life
(196) Samuel S Fleisher Art Memorial
719 Catharine Street
Philadelphia,PA19147
23-2249360 501(c)(3) 64,000       Civic Life
(197) Schuylkill River Development Corporation
129 S 30th St Unit B
Philadelphia,PA19104
23-2690558 501(c)(3) 750,000       Civic Life
(198) Sierra Club
85 Second St 2nd Fl
San Francisco,CA94105
94-1153307 501(c)(3) 92,000       Policy
(199) Sky Island Alliance
PO Box 41165
Tucson,AZ85717
86-0796748 501(c)(3) 10,500       Policy
(200) Sky Island Alliance
PO Box 41165
Tucson,AZ85717
86-0796748 501(c)(3) 15,000       Policy
(201) Smart Start Oklahoma
421 NW 13th Street
Oklahoma City,OK73103
30-0213815 501(c)(3) 28,482       Policy
(202) SOLA-School of Leadership Afghanistan
700 N Olive Ave
West Palm Beach,FL33401
04-3646166 501(c)(3) 1,000,000       Civic Life
(203) Sonoran Institute
44 E Broadway Blvd Ste 350
Tucson,AZ85701
86-0864610 501(c)(3) 35,000       Policy
(204) Southeast Asian Mutual Assistance Assn
1711 S Broad Street
Philadelphia,PA19148
22-2541120 501(c)(3) 159,000       Civic Life
(205) Southern Environmental Law Center
201 W Main Street
Charlottesville,VA22902
52-1436778 501(c)(3) 84,000       Policy
(206) SPEER
3103 Bee Caves Rd Ste 135
Austin,TX78746
45-3662285 501(c)(3) 6,000       Policy
(207) SquashSmarts
3890 N 10th Street
Philadelphia,PA19140
23-3060172 501(c)(3) 35,000       Civic Life
(208) Stanford University
385 Serra Mall
Stanford,CA94305
94-1156365 501(c)(3) 240,000       Policy
(209) Stanford University
385 Serra Mall
Stanford,CA94305
94-1156365 501(c)(3) 283,326       Policy
(210) Stanford University
385 Serra Mall
Stanford,CA94305
94-1156365 501(c)(3) 150,000       Policy
(211) STOP Foodborne Illness
3759 N Ravenswood Ste 224
Chicago,IL60613
45-2742509 501(c)(3) 39,640       Policy
(212) Tech Impact
417 N 8th St Ste 203
Philadelphia,PA19123
74-3062511 501(c)(3) 154,000       Civic Life
(213) Temple University
1801 N Broad Street
Philadelphia,PA19122
23-1365971 501(c)(3) 116,000       Civic Life
(214) Texas Public Policy Foundation
900 Congress Ave Ste 400
Austin,TX78701
74-2524057 501(c)(3) 1,072,939       Policy
(215) Theodore Roosevelt Conservation Partner
1660 L St NW Ste 208
Washington,DC20036
04-3706385 501(c)(3) 30,000       Policy
(216) Trout Unlimited
1300 N 17th St Ste 500
Arlington,VA22209
38-1612715 501(c)(3) 40,710       Policy
(217) Tufts University
Ballou Hall 2nd Floor
Medford,MA02155
04-2103634 501(c)(3) 240,000       Policy
(218) Unemployment Information Center
112 N Broad Street
Philadelphia,PA19102
23-2000486 501(c)(3) 37,000       Civic Life
(219) United Way of Greater Cincinnati
2400 Reading Road
Cincinnati,OH45202
31-0537502 501(c)(3) 99,800       Policy
(220) United Way of Sante Fe County
440 Cerrillos Rd Ste A
Santa Fe,NM87501
85-0163601 501(c)(3) 120,000       Policy
(221) United Way-Greater Philadelphia and SE PA
1709 Benjamin Franklin Pkwy
Phila,PA19130
23-1556045 501(c)(3) 180,000       Civic Life
(222) University City District
3940 Chestnut Street
Philadelphia,PA19104
23-2913784 501(c)(3) 180,000       Civic Life
(223) University of Arizona
1401 E University Blvd
Tucson,AZ85721
74-2652689 State of AZ 95,000       Policy
(224) University of California San Diego
9500 Gilman Drive
La Jolla,CA92093
95-6006144 501(c)(3) 240,000       Policy
(225) University of California San Diego
9500 Gilman Drive
La Jolla,CA92093
95-6006144 501(c)(3) 299,840       Policy
(226) University of California San Francisco
513 Parnassus Ave
San Francisco,CA94143
94-6036493 501(c)(3) 240,000       Policy
(227) University of Delaware
104A Hullihen Hall
Newark,DE19716
51-6000297 501(c)(3) 240,000       Policy
(228) University of Delaware
104A Hullihen Hall
Newark,DE19716
51-6000297 501(c)(3) 363,920       Policy
(229) University of Illinois
809 S Marshfield Avenue
Chicago,IL60612
37-6000511 501(c)(3) 75,198       Policy
(230) University of Iowa
101 Jessup Hall
Iowa City,IA52242
42-6004813 501(c)(3) 240,000       Policy
(231) University of Massachusetts
333 South St Ste 400
Shrewsbury,MA01545
04-3167352 State of MA 240,000       Policy
(232) University of Michigan
503 Thompson Street
Ann Arbor,MI48109
38-6006309 501(c)(3) 240,000       Policy
(233) University of North Carolina Chapel Hill
103 South Building
Chapel Hill,NC27599
56-6001393 501(c)(3) 95,000       Policy
(234) University of North Dakota
Twamley Hall Room 115
Grand Forks,ND58202
45-6002491 State of ND 116,390       Policy
(235) University of Southern California
Univ Park ADM110
Los Angeles,CA90089
95-1642394 501(c)(3) 95,000       Policy
(236) University of the Arts
320 S Broad Street
Philadelphia,PA19102
23-1639911 501(c)(3) 10,759,000       Civic Life
(237) University of Utah
201 Presidents Cir
Salt Lake City,UT84112
87-6000525 501(c)(3) 240,000       Policy
(238) University of Washington Foundation
407 Gerberding Hall
Seattle,WA98195
94-3079432 501(c)(3) 623,300       Policy
(239) Vermont Business Roundtable
30 Kimball Ave
South Burlington,VT05403
22-2867726 501(c)(4) 44,017       Policy
(240) VNA Community Services
1421 Highland Avenue
Abington,PA19001
23-2363504 501(c)(3) 175,000       Civic Life
(241) Washington Wilderness Coalition
305 N 83rd Street
Seattle,WA98103
91-1102692 501(c)(3) 44,500       Policy
(242) Washington Wilderness Coalition
305 N 83rd Street
Seattle,WA98103
91-1102692 501(c)(3) 9,980       Policy
(243) Washington Wilderness Coalition
305 N 83rd Street
Seattle,WA98103
91-1102692 501(c)(3) 50,000       Policy
(244) West Virginia Wilderness Coalition
120 W Washington St
Lewisburg,WV24901
45-4359741 501(c)(3) 40,000       Policy
(245) WHYY
150 N Sixth Street
Philadelphia,PA19106
23-1438083 501(c)(3) 100,000       Civic Life
(246) Wilderness Society
1615 M Street NW
Washington,DC20036
53-0167933 501(c)(3) 369,150       Policy
(247) Wilderness Society
1615 M Street NW
Washington,DC20036
53-0167933 501(c)(3) 140,351       Policy
(248) Wildlife Conservation Network
25745 Bassett Lane
Los Altos,CA94022
30-0108469 501(c)(3) 34,900       Policy
(249) Wildlife Conservation Society
2300 Southern Boulevard
Bronx,NY10460
13-1740011 501(c)(3) 102,131       Policy
(250) Wistar Institute
3601 Spruce Street
Philadelphia,PA19104
23-6434390 501(c)(3) 1,000,000       Civic Life
(251) Women Against Abuse
100 S Broad St Ste 1341
Phila,PA19110
23-1984838 501(c)(3) 194,000       Civic Life
(252) Women's Opportunities Resource Center
2010 Chestnut Street
Philadelphia,PA19103
23-2741508 501(c)(3) 200,000       Civic Life
(253) Wyoming Outdoor Council
262 Lincoln Street
Lander,WY82520
83-0259411 501(c)(3) 25,000       Policy
(254) Wyoming Wilderness Association
256 S Jefferson Street
Sheridan,WY82801
38-3667856 501(c)(3) 60,000       Policy
(255) Yale University
PO Box 208229
New Haven,CT06520
06-0646973 501(c)(3) 240,000       Policy
(256) Yale University
PO Box 208229
New Haven,CT06520
06-0646973 501(c)(3) 240,000       Policy
(257) Yellowstone Ecological Research Center
2048 Analysis Dr B
Bozeman,MT59715
81-0544086 501(c)(3) 8,200       Policy
(258) Youthbuild Philadelphia Charter School
1231 N Broad Street
Philadelphia,PA19122
23-2728467 501(c)(3) 225,000       Civic Life
(259) Zoological Society of Philadelphia
3400 W Girard Ave
Philadelphia,PA19104
23-1352298 501(c)(3) 500,000       Civic Life
(260) Zoological Society of Philadelphia
3400 W Girard Ave
Philadelphia,PA19104
23-1352298 501(c)(3) 440,000       Civic Life
(261) Alaska Wilderness League
122 C Street NW
Washington,DC20001
52-1814742 501(c)(3) 9,700       Matching Gift
(262) All Souls Church Unitarian
1500 Harvard St NW
Washington,DC20009
23-7147991 501(c)(3) 8,760       Matching Gift
(263) Antioch of Calvary Chapel
4721 Chestnut Street
Philadelphia,PA19139
32-0078838 501(c)(3) 9,000       Matching Gift
(264) Assumption College
500 Salisbury Street
Worcester,MA01609
04-2105776 501(c)(3) 27,000       Matching Gift
(265) Barnes Foundation
2025 Benjamin Franklin Pkwy
Phila,PA19130
23-6000149 501(c)(3) 31,500       Matching Gift
(266) Bethel African Methodist Episcopal Church
4371 Kevin Walker Drive
Montclair,VA22193
53-0204696 501(c)(3) 12,300       Matching Gift
(267) Bread for the City Inc
1525 7th Street NW
Washington,DC20001
52-1138207 501(c)(3) 5,510       Matching Gift
(268) Capitol Hill Community Foundation
419 E Capitol St SE
Washington,DC20003
52-1582214 501(c)(3) 22,500       Matching Gift
(269) CareView Community Church
77 South Union Avenue
Lansdowne,PA19050
23-2836510 501(c)(3) 6,000       Matching Gift
(270) Chevy Chase Presbyterian Church
1 Chevy Chase Cir NW
Washington,DC20015
23-6393377 501(c)(3) 14,400       Matching Gift
(271) Children's Hospital of Philadelphia Fdn
Lockbox 1352
Philadelphia,PA19178
23-2237932 501(c)(3) 5,075       Matching Gift
(272) Church of Jesus Christ-Latter Day Saints
50 E North Temple
Salt Lake City,UT84150
87-0381731 501(c)(3) 19,360       Matching Gift
(273) Church of Jesus Christ-Latter Day Saints
4905 Stickley Road
Rockville,MD20852
23-7300405 501(c)(3) 9,720       Matching Gift
(274) Congregation Rodeph Shalom
615 N Broad Street
Philadelphia,PA19123
23-1365228 501(c)(3) 23,000       Matching Gift
(275) Coriell Institute for Medical Research
403 Haddon Avenue
Camden,NJ08103
21-0672684 501(c)(3) 7,500       Matching Gift
(276) Coronado Schools Foundation
201 6th Street
Coronado,CA92118
94-2745484 501(c)(3) 12,000       Matching Gift
(277) Downeast Rail Heritage Preservation Tr
PO Box 950
Bar Harbor,ME04609
16-1714124 501(c)(3) 30,000       Matching Gift
(278) Eisenhower Medical Center Foundation
39000 Bob Hope Dr
Rancho Mirage,CA92270
95-6103458 501(c)(3) 15,000       Matching Gift
(279) Essex County Green Belt Association Inc
82 Eastern Avenue
Essex,MA01929
04-2664297 501(c)(3) 33,332       Matching Gift
(280) First Presbyterian Church-Lower Merion
1321 Beaumont Drive
Gladwyne,PA19035
23-6393377 501(c)(3) 8,000       Matching Gift
(281) Foundry United Methodist Church
1500 16th Street NW
Washington,DC20036
31-1813333 501(c)(3) 7,478       Matching Gift
(282) Franklin Institute
222 N 20th St
Philadelphia,PA19103
23-1370501 501(c)(3) 8,000       Matching Gift
(283) George Washington University
2100 M St NW Ste 310
Washington,DC20052
53-0196584 501(c)(3) 5,620       Matching Gift
(284) Germantown Friends School
31 West Coulter St
Philadelphia,PA19144
05-0630018 501(c)(3) 9,210       Matching Gift
(285) In His Image Christian Ministries
7343 Old Alexander Ferry
Clinton,MD20735
52-2174638 501(c)(3) 7,618       Matching Gift
(286) Institute for Advanced Study
1 Einstein Drive
Princeton,NJ08540
21-0634988 501(c)(3) 7,500       Matching Gift
(287) Joy Lutheran Church
10111 Eagle Riv Loop
Eagle River,AK99577
27-0682347 501(c)(3) 10,700       Matching Gift
(288) Kansas University Endowment Association
PO Box 928
Lawrence,KS66044
48-0547734 501(c)(3) 13,500       Matching Gift
(289) Muscular Dystrophy Association
3300 East Sunrise Drive
Tucson,AZ85718
13-1665552 501(c)(3) 14,060       Matching Gift
(290) Natural Resources Defense Council Inc
40 West 20th Street
New York,NY10011
13-2654926 501(c)(3) 8,200       Matching Gift
(291) New Vision Church
2100 Crain Highway
Bowie,MD20716
52-1951546 501(c)(3) 13,960       Matching Gift
(292) Opera Philadelphia
1420 Locust Street
Philadelphia,PA19102
23-1504706 501(c)(3) 6,250       Matching Gift
(293) Orange County Buddhist Church
909 South Dale Avenue
Anaheim,CA92804
94-1498382 501(c)(3) 20,000       Matching Gift
(294) Pancreatic Cancer Action Network
1500 Rosencrans
Manhattan Beach,CA90266
33-0841281 501(c)(3) 5,025       Matching Gift
(295) Partners In Health
888 Commonwealth Ave
Boston,MA02215
04-3567502 501(c)(3) 20,750       Matching Gift
(296) Planned Parenthood Assn of Metro DC
1108 18th Street NW
Washington,DC20036
53-0204621 501(c)(3) 17,200       Matching Gift
(297) Presbyterian Church In America
1020 Balls Hill Road
McLean,VA22101
23-7366967 501(c)(3) 13,521       Matching Gift
(298) Presentation Bvm School
100 Old Soldiers Road
Cheltenham,PA19012
23-1405627 501(c)(3) 12,284       Matching Gift
(299) Public Interest Projects Inc
45 W 36th 6th Fl
New York,NY10018
13-3191113 501(c)(3) 6,000       Matching Gift
(300) Respite Care Charleston
405 King Street
Charleston,SC29403
45-1535756 501(c)(3) 15,000       Matching Gift
(301) Sexual Minority Youth Assistance League
410 7th Street SE
Washington,DC20003
52-1394900 501(c)(3) 5,813       Matching Gift
(302) Shrewsbury Parish Church
PO Box 187
Kennedyville,MD21645
52-1956132 501(c)(3) 7,500       Matching Gift
(303) SOME Inc
71 O Street NW
Washington,DC20001
23-7098123 501(c)(3) 22,030       Matching Gift
(304) St Mary's Episcopal Church
36 Ardmore Avenue
Ardmore,PA19003
23-1352469 501(c)(3) 15,667       Matching Gift
(305) Theatre Lawrence
4660 Bauer Farm Drive
Lawrence,KS66049
48-1014727 501(c)(3) 5,500       Matching Gift
(306) Trinity Episcopal Church
207 West Main Street
Moorestown,NJ08057
21-0634592 501(c)(3) 7,450       Matching Gift
(307) United Way of Greater Phila and SE PA
1709 Benjamin Franklin Pkwy
Phila,PA19103
23-1556045 501(c)(3) 18,923       Matching Gift
(308) University of Virginia Alumni Assn
PO Box 400314
Charlottesville,VA22904
54-0485595 501(c)(3) 10,000       Matching Gift
(309) University of Washington Foundation
407 Gerberding Hall
Seattle,WA98195
94-3079432 501(c)(3) 5,100       Matching Gift
(310) Village Reperatory Company
34 Woolfe Street
Charleston,SC29403
30-0137284 501(c)(3) 7,500       Matching Gift
(311) Virginia Tech Foundation Inc
902 Prices Fork Road
Blacksburg,VA24061
54-0721690 501(c)(3) 20,000       Matching Gift
(312) Washington Bach Consort
1010 Vermont Ave NW
Washington,DC20005
52-1107948 501(c)(3) 8,000       Matching Gift
(313) Washington College
300 Washington Avenue
Chestertown,MD21620
52-0591691 501(c)(3) 9,200       Matching Gift
(314) Wolf Trap Foundation
1645 Trap Road
Vienna,VA22182
23-7011544 501(c)(3) 17,060       Matching Gift
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
251
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
8
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
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
(1) Policy 1 32,500      












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
FOrm 990, schedule i, part i, question 2 Pew 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 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) 2013


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, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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
directors, trustees, officers, including 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) 2013

Schedule J (Form 990) 2013
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)ETHEL BENSON WISTERDIRECTOR (END JUNE 2013) (i)
(ii)
3,000
53,750
0
0
0
0
0
0
0
0
3,000
53,750
 
 
(2)REBECCA W RIMELPRESIDENT & CEO (i)
(ii)
782,344
 
 
 
260,602
 
33,150
 
17,662
 
1,093,758
 
 
 
(3)HENRY B BERNSTEINSVP FINANCE, RE, & TREASURER (i)
(ii)
343,672
 
 
 
11,508
 
33,150
 
17,651
 
405,981
 
 
 
(4)R JAMES G MCMILLANSVP, GENERAL COUNSEL/CORP SEC (i)
(ii)
257,037
 
 
 
1,486
 
26,082
 
4,909
 
289,514
 
 
 
(5)MICHAEL J DAHLSVP PHILA PROG, TECH, & PLAN (i)
(ii)
370,752
 
 
 
10,578
 
33,150
 
19,772
 
434,252
 
 
 
(6)DONALD KIMELMANFORMER KEY EMPLOYEE (i)
(ii)
151,126
 
 
 
37,692
 
24,178
 
11,724
 
224,720
 
 
 
(7)JOSHUA S REICHERTEXECUTIVE VP (i)
(ii)
443,422
 
 
 
22,632
 
33,150
 
19,772
 
518,976
 
 
 
(8)SUSAN URAHNEXECUTIVE VP (i)
(ii)
441,100
 
 
 
22,342
 
33,150
 
13,763
 
510,355
 
 
 
(9)SALLY A O'BRIENSVP PHILANTHROPIC PARTNERSHIP (i)
(ii)
321,272
 
 
 
6,988
 
33,150
 
18,808
 
380,218
 
 
 
(10)TAMERA LUZZATToSVP GOVERNMENT RELATIONS (i)
(ii)
284,150
 
 
 
5,102
 
32,500
 
4,563
 
326,315
 
 
 
(11)JANICE BOGASHSVP HR, INSTIT SOLUTIONS, & EO (i)
(ii)
296,954
 
 
 
6,918
 
30,999
 
14,165
 
349,036
 
 
 
(12)KEVIN P SMITHVICE PRESIDENT, DEPT FINANCE (i)
(ii)
237,836
 
 
 
1,518
 
31,191
 
19,622
 
290,167
 
 
 
(13)MELISSA SKOLFIELDSVP, COMMUNICATIONS (i)
(ii)
287,945
 
 
 
5,694
 
33,150
 
17,612
 
344,401
 
 
 
(14)SHELLEY A HEARNESR ADV PEW CTR ON THE STATES (i)
(ii)
1,076
 
 
 
308,828
 
2,037
 
1,630
 
313,571
 
 
 
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
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.
Return Reference Explanation
FORM 990, SCHEDULE J, PART I, LINE 1A AS PART OF HER EMPLOYMENT ARRANGEMENT, THE CEO WAS REIMBURSED $3,239 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 (THE SENIOR ADVISOR, PEW CENTER ON THE STATES) LISTED IN PART VII, SECTION A, LINE 1A RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $284,100.
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 CEO, who vested in the plan benefit IN 2012. THE ANNUAL ACCRUAL ($224,850) WAS INCLUDED ON HER 2013 FORM W-2.
Schedule J (Form 990) 2013

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.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) 2013
Schedule K (Form 990) 2013
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 %      
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        
6 Total of lines 4 and 5 . . . . . . . . . . . . .        
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 the hedge terminated? . . . . . .                
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
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
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. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Form 990, Schedule K, part I, Line A AND Part II, Line 3 The bonds were issued to purchase and renovate the building at 901 E Street. Total proceeds of issue reflect the issue price of $180,000,000 plus $436,751 of accumulated interest through June 30, 2014.
Form 990, Schedule K, Part II, Line 16 and 17 Pew, as allowed by the IRS, chose to not file a final allocation. Although a final allocation was never filed, pew still allocated the project costs in a manner consistent with the final allocation guidelines and maintains books and records to support how the funds were used.
Form 990, Schedule K, Part III, Line 3a THERE WERE MANAGEMENT CONTRACTS IN FORCE DURING THE TAX YEAR. PEW'S MANAGEMENT CONTRACTS ARE COMPLIANT WITH REV. PROC. 97-13 "PRIVATE ACTIVITY BONDS - PRIVATE BUSINESS USE SAFE HARBOR PROVISIONS." ACCORDINGLY, THERE IS NO PRIVATE BUSINESS USE RESULTING FROM THE MANAGEMENT CONTRACTS.
Schedule K (Form 990) 2013

Additional Data


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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.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number

56-2307147
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 James S. Pew; 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; Arthur E. Pew III; James S. Pew; 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, Chief Financial Officer 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, chief financial officer and TREASURER; the Senior Vice President, GENERAL COUNSEL AND CORPORATE SECRETARY; 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 FOR THE SENIOR MANAGEMENT POSITIONS (INCLUDING THE OFFICERS AND KEY EMPLOYEES) AND ANOTHER SUCH ANALYSIS FOR THE CEO POSITION. AS PART OF THESE ANALYSES, THE INDEPENDENT COMPENSATION CONSULTANT IDENTIFIES, GATHERS, AND ANALYZES COMPARABLE DATA UPON WHICH THE COMMITTEE AND THE FULL BOARD WILL RELY ON TO ASSESS THE REASONABLENESS OF THE TOTAL COMPENSATION (INCLUDING BENEFITS) OF THE SENIOR MANAGEMENT AND CEO POSITIONS. ONCE THE COMPENSATION ANALYSES ARE COMPLETE AND DOCUMENTED IN REPORTS, THE REPORTS ARE PROVIDED TO PEW'S BOARD FOR REVIEW, CONSIDERATION AND APPROVAL. WITH INPUT FROM THE COMPENSATION COMMITTEE, THE FULL BOARD MAKES ANNUAL DECISIONS WITH RESPECT TO COMPENSATION FOR SENIOR MANAGEMENT BASED UPON THE DATA IN THE SENIOR MANAGEMENT REPORT AND THE OPINION OF THE COMPENSATION CONSULTANT AND DOCUMENTS THESE ACTIONS IN THE MINUTES. THE BOARD ALSO REVIEWS THE PROPOSED COMPENSATION INCREASE FOR THE CEO BASED ON THE BOARD'S ASSESSMENT OF PERFORMANCE, THE DATA IN THE CEO REPORT, AND THE OPINION OF THE COMPENSATION CONSULTANT. THE BOARD DOCUMENTS THE BASIS FOR ITS DECISION 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 ANALYSES AND COMPENSATION PHILOSOPHY SERVE AS THE FRAMEWORK TO GUIDE THE ANNUAL DECISIONS BY THE BOARD WITH RESPECT TO COMPENSATION FOR THE CEO AND FOR SENIOR MANAGEMENT. THE BOARD MEMBERS WHO VOTE ON COMPENSATION FOR SENIOR MANAGEMENT AND THE CEO 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 staff conflict of interest policy available to the public 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 AT A RATE THAT IS LESS THAN THE LOWER OF PEW'S COST RECOVERY BASIS AND FAIR MARKET RATES IN THE DC AREA. 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 has an agreement with a garage management company to manage the garage in 901 E Street MW. Washington, DC. The garage management company is not exempt from federal income taxes under IRC Section 501(c)(3). Pew treats any income paid to Pew and collected by the garage management company from operation of the garage net garage management company's manager's fee and all operating expense incurred by garage management company, as unrelated business income. Accordingly, Pew has reported the net garage 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 percent of the building is leased to such tenants. Therefore, as allowed under the IRC Section 512(b) 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 Street 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 percent 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 ix, line 11a Pew has included on Part IX, Line 11A, Columns B and C fees paid to the organization that provides staffing and other services for the conference center at 901 E Street NW, Washington, DC as well as fees paid on behalf of Pew (as Pew's agent) to the organization that provides catering services for the conference center.
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. Periodically 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 258,687 Unrealized loss on interest rate swap agreements (560,890) Returned Contributions (510,721) --------- Total (812,924)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
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" on 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" on 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) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on 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" on 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) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on 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
Yes
 
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
 
No
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) PEW RESEARCH CENTER

B 39,408,000 FAIR VALUE
(2) THE PEW MEMORIAL TRUST

C 170,052,290 FAIR VALUE
(3) MARY ANDERSON TRUST

C 2,396,236 FAIR VALUE
(4) J HOWARD PEW FREEDOM TRUST

C 34,964,776 FAIR VALUE
(5) JN PEW JR CHARITABLE TRUST

C 16,866,926 FAIR VALUE
(6) THE KNOLLBROOK TRUST

C 432,670 FAIR VALUE
(7) MEDICAL TRUST

C 10,425,718 FAIR VALUE
(8) MABEL PEW MYRIN TRUST

C 21,528,685 FAIR VALUE
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on 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 sections 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) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
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 $39,408,000. THE SEVEN TYPE III SUPPORTING ORGANIZATIONS DISTRIBUTED FUNDS TO PEW TOTALING $256,667,301. PEW employees provide information technology, fundraising, legal, human resources, real estate, and research support services to PEW RESEARCH CENTER at no charge.
Schedule R (Form 990) 2013
Additional Data


Software ID:  
Software Version: