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.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 07-01-2014 , and ending 06-30-2015
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)
2005 MARKET STreet 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 $ 875,595,351
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 2014 (Part V, line 2a) ...... 5 969
6 Total number of volunteers (estimate if necessary) ............. 6 80
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 981,194
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 302,131,777 302,012,963
9 Program service revenue (Part VIII, line 2g) ......... 3,566,840 1,467,678
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 22,188,751 26,821,513
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -9,326 1,165,574
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 327,878,042 331,467,728
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 111,594,858 128,008,213
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) 107,399,725 114,385,751
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet6,422,694    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 76,597,802 77,640,326
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 295,592,385 320,034,290
19 Revenue less expenses. Subtract line 18 from line 12....... 32,285,657 11,433,438
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 809,837,967 823,502,691
21 Total liabilities (Part X, line 26)............. 370,980,363 395,650,994
22 Net assets or fund balances. Subtract line 21 from line 20..... 438,857,604 427,851,697
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 (2014)
Form 990 (2014)
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 $ 229,733,311 including grants of $ 63,964,836 ) (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 $ 38,353,664 including grants of $ 37,880,750 ) (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 $ 28,797,937 including grants of $ 26,162,627 ) (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 $ 252,385 )
Returned Grants
(Code:   ) (Expenses $   including grants of $   ) (Revenue $ 509,969 )
901 E St Rental Revenue
(Code:   ) (Expenses $   including grants of $   ) (Revenue $ 214,215 )
Conference Center REvenue
(Code:   ) (Expenses $   including grants of $   ) (Revenue $ 332,744 )
Contract Revenue
(Code:   ) (Expenses $   including grants of $   ) (Revenue $ 158,365 )
Registration Revenue
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $ 1,467,678 )
4e Total program service expensesMediumBullet296,884,912
Form 990 (2014)
Form 990 (2014)
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) .... Click to see attachment
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............ Click to see attachment
18
Yes
 
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................... Click to see attachment
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 (2014)
Form 990 (2014)
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 domestic 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 or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 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), 501(c)(4), and 501(c)(29) 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 "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
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 (2014)
Form 990 (2014)
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
427
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
969
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 , FR , FP , UK
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
 
No
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
No
b
Did the sponsoring 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 (2014)
Form 990 (2014)
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 , AR , CA , CT , FL , GA , HI , IL , KS , KY , MD , MA , MI , MN , MS , NH , NJ , NM , NY , NC , 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletLINDA BARTLETT
901 E STREET NW
WASHINGTON,DC20004 (202) 552-2000
Form 990 (2014)
Form 990 (2014)
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       16,000 76,500 0
(2) ROBERT H CAMPBELL........................................................................
DIRECTOR
3.0
.......................0.0
X           20,000 0 0
(3) SUSAN W CATHERWOOD........................................................................
DIRECTOR
3.0
.......................2.3
X           18,000 76,500 0
(4) ARTHUR E PEW III........................................................................
LEGACY DIRECTOR
3.0
.......................0.0
X           1,000 0 0
(5) JN PEW IV MD........................................................................
DIRECTOR
3.0
.......................2.3
X           19,000 89,250 0
(6) MARY CATHARINE PEW MD........................................................................
DIRECTOR
3.0
.......................0.0
X           20,000 0 0
(7) R ANDERSON PEW........................................................................
DIRECTOR
3.0
.......................2.3
X           20,000 89,250 0
(8) SANDY FORD PEW........................................................................
DIRECTOR
3.0
.......................2.3
X           20,000 76,500 0
(9) ROBERT G WILLIAMS........................................................................
DIRECTOR
3.0
.......................2.3
X           19,000 76,500 0
(10) ARISTIDES W GEORGANTAS........................................................................
DIRECTOR
3.0
.......................2.3
X           21,000 80,625 0
(11) DORIS PEW SCOTT........................................................................
DIRECTOR
3.0
.......................0.0
X           20,000 0 0
(12) JAMES S PEW........................................................................
DIRECTOR
3.0
.......................2.3
X           20,000 76,500 0
(13) MARY GRAHAM........................................................................
DIRECTOR
3.0
.......................0.0
X           14,000 0 0
(14) REBECCA W RIMEL........................................................................
PRESIDENT & CEO
47.75
.......................2.25
X   X       1,077,786 0 45,456
(15) HENRY B BERNSTEIN........................................................................
SVP FINANCE, RE, & TREASURER
49.5
.......................0.5
    X       365,569 0 49,910
(16) R JAMES G MCMILLAN........................................................................
SVP, GENERAL COUNSEL/CORP SEC
48.0
.......................2.0
    X       311,494 0 36,060
(17) USHA CHAUDHARY........................................................................
SVP,CFO&Treas (Began Dec 2014)
50.0
.......................0.0
    X       33,186 0 2,114
Form 990 (2014)
Form 990 (2014)
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) MICHAEL J DAHL........................................................................
SVP PHILA PROG,PLANNING & EVAL
50.0
.......................0.0
      X     398,946 0 42,589
(19) JOSHUA S REICHERT........................................................................
EXECUTIVE VP
50.0
.......................0.0
      X     480,430 0 51,118
(20) SUSAN URAHN........................................................................
EXECUTIVE VP
50.0
.......................0.0
      X     487,878 0 44,990
(21) SALLY A O'BRIEN........................................................................
SVP PHILANTHROPIC PARTNERSHIP
50.0
.......................0.0
      X     346,914 0 51,118
(22) JANICE BOGASH........................................................................
SVP, CHIEF ADMIN OFFICER
50.0
.......................0.0
      X     328,215 0 43,367
(23) TAMERA LUZZATTO........................................................................
SVP GOVERNMENT RELATIONS
50.0
.......................0.0
        X   306,830 0 34,687
(24) MELISSA SKOLFIELD........................................................................
SVP, COMMUNICATIONS
50.0
.......................0.0
        X   309,882 0 49,910
(25) TOM WATHEN........................................................................
VP, Global Strategies & Ops
50.0
.......................0.0
        X   235,238 0 46,752
(26) MICHAEL CAUDELL-FEAGAN........................................................................
VP, PROGRAMS, GOVT PERFORMANCE
50.0
.......................0.0
        X   226,003 0 29,397
(27) LISA CUTLER........................................................................
SNR DIRECTOR, TECHNOLOGY
50.0
.......................0.0
        X   292,533 0 44,121






1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 5,428,904 641,625 571,589
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet231
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
Grassroots Solutions,
2828 University Avenue SE 150
MINNEAPOLIS,MN55414
Program Consulting 2,363,249
THREESPOT MEDIA LLC,
3333 14th Street NW Suite 300
WASHINGTON,DC20010
WEBSITE DESIGNER 1,663,159
CIBER,
6363 S FIDDLERS GREEN CIRCLE
GREENWOOD VILLAGE,CO80111
IT CONSULTING 1,479,054
WEBER MERRITT,
414 N Washington Street Suite 301
ALEXANDRIA,VA22314
prograM CONSULTING 929,025
CSC Consulting Inc,
3170 Fairview Park Drive
FALLS CHURCH,VA22042
it CONSULTING 769,304
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet83
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 77,660
d Related organizations...1d 263,610,162
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
38,325,141
g Noncash contributions included in lines
1a-1f:$
12,500
h Total. Add lines 1a-1f.......MediumBullet 302,012,963
 Program Service RevenueAmt Business Code
2a RETURNED GRANTS 900099 252,385 252,385    
b 901 E ST RENTAL REVENUE 531120 509,969 509,969    
c CONFERENCE CENTER REVENUE 532000 214,215 214,215    
d CONTRACT REVENUE 900099 332,744 332,744    
e REGISTRATION REVENUE 900099 158,365 158,365    
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 1,467,678
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 11,699,885     11,699,885
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 3,477     3,477
(i) Real (ii) Personal
6a Gross rents 2,786,670  
b Less: rental expenses 2,624,608  
c Rental income or (loss) 162,062 0
d Net rental income or (loss).......MediumBullet 162,062     162,062
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 556,500,365  
b Less: cost or other basis and sales expenses 541,378,737  
c Gain or (loss) 15,121,628  
d Net gain or (loss)..........MediumBullet 15,121,628     15,121,628
8a Gross income from fundraising events (not including
$ 77,660
of contributions reported on line 1c). See Part IV, line 18 ..
a 32,340
b Less: direct expenses ...b 124,278
c Net income or (loss) from fundraising events..MediumBullet -91,938   -91,938
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 PARKING GARAGE 812930 1,091,973   981,194 110,779
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 1,091,973
12 Total revenue. See Instructions......MediumBullet 331,467,728 1,467,678 981,194 27,005,893
Form 990 (2014)
Form 990 (2014)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 118,089,556 118,089,556
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............ 9,918,657 9,918,657
4 Benefits paid to or for members .... 0  
5 Compensation of current officers, directors, trustees, and key employees .... 4,876,213 2,988,842 1,049,223 838,148
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 .... 79,210,866 70,656,679 4,890,108 3,664,079
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 7,871,098 6,943,079 527,461 400,558
9 Other employee benefits ....... 16,980,002 15,036,778 1,069,069 874,155
10 Payroll taxes ........... 5,447,572 4,801,942 352,132 293,498
11 Fees for services (non-employees):        
a Management ...... 37,264 27,995 9,269  
b Legal ......... 697,469 605,443 92,026  
c Accounting ........... 534,795 343,498 191,297  
d Lobbying ........... 1,720,886 1,720,886    
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 1,624,458 1,202,370 422,088  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 24,977,486 24,836,942 124,323 16,221
12 Advertising and promotion .... 916,814 877,854 38,888 72
13 Office expenses ....... 3,267,848 2,730,427 530,639 6,782
14 Information technology ...... 7,827,355 6,191,844 1,625,615 9,896
15 Royalties .. 0      
16 Occupancy ........... 4,294,953 3,651,824 643,129  
17 Travel ............ 8,854,626 8,451,406 234,825 168,395
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 962,048 962,048    
19 Conferences, conventions, and meetings .... 3,358,305 3,155,523 121,251 81,531
20 Interest ........... 5,696,626 4,216,454 1,480,172  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 8,702,655 6,559,962 2,142,693  
23 Insurance .............. 422,665 318,758 103,907  
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 334,803 328,142 661 6,000
b PRINTING AND PUBLICATIONS 731,164 680,985 42,280 7,899
c DUES AND SUBSCRIPTIONS 1,286,715 1,137,224 94,031 55,460
d PARKING GARAGE 929,856   929,856  
e All other expenses 461,535 449,794 11,741  
25 Total functional expenses. Add lines 1 through 24e 320,034,290 296,884,912 16,726,684 6,422,694
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 (2014)
Form 990 (2014)
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 ............. 22,363,168 1 7,654,673
2 Savings and temporary cash investments ......... 3,233,969 2 4,080,930
3 Pledges and grants receivable, net ........... 39,210,674 3 34,966,876
4 Accounts receivable, net ............. 834,575 4 311,682
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 ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges .......... 3,751,938 9 3,368,058
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 253,661,667
b Less: accumulated depreciation ..... 10b 40,401,802 211,248,144 10c 213,259,865
11 Investments—publicly traded securities .......... 523,228,836 11 554,096,468
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 ........... 5,966,663 15 5,764,139
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 809,837,967 16 823,502,691
Liabilities 17 Accounts payable and accrued expenses ......... 13,276,067 17 13,117,725
18 Grants payable ................. 110,670,633 18 130,269,293
19 Deferred revenue ................ 0 19 0
20 Tax-exempt bond liabilities ............. 174,815,000 20 170,055,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 21,847 21 100,000
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 .. 0 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.................... 72,196,816 25 82,108,976
26 Total liabilities. Add lines 17 through 25......... 370,980,363 26 395,650,994
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 .............. 321,497,367 27 332,747,826
28 Temporarily restricted net assets ........... 117,360,237 28 95,103,871
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 ........... 438,857,604 33 427,851,697
34 Total liabilities and net assets/fund balances ........ 809,837,967 34 823,502,691
Form 990 (2014)
Form 990 (2014)
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
331,467,728
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
320,034,290
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
11,433,438
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
438,857,604
5
Net unrealized gains (losses) on investments ...............
5
-19,248,616
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
-3,190,729
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
427,851,697
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 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 284,527,007 283,048,635 302,198,576 297,891,777 302,012,963 1,469,678,958
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 3 284,527,007 283,048,635 302,198,576 297,891,777 302,012,963 1,469,678,958
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).. 1,099,298,972
6 Public support. Subtract line 5 from line 4. 370,379,986
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 284,527,007 283,048,635 302,198,576 297,891,777 302,012,963 1,469,678,958
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 17,121,807 15,997,061 14,326,653 14,193,238 14,490,032 76,128,791
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 VI.).. 55,200 29,415 214,264     298,879
11 Total support Add lines 7 through 10. 1,546,106,628
12
12
16,751,456
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
23.956 %
15
15
23.832 %
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2014
(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2015. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
FORM 990, SCHEDULE A, PART II, LINE 17A FACTS AND CIRCUMSTANCES TEST THE PEW CHARITABLE TRUSTS (PEW) IS DRIVEN BY THE POWER OF KNOWLEDGE TO SOLVE TODAY'S MOST CHALLENGING PROBLEMS. PEW APPLIES A RIGOROUS, ANALYTICAL APPROACH TO IMPROVE PUBLIC POLICY, INFORM THE PUBLIC AND INVIGORATE CIVIC LIFE. PEW QUALIFIES AS PUBLICLY SUPPORTED BECAUSE IT MEETS THE 10 PERCENT PLUS FACTS AND CIRCUMSTANCES TEST UNDER TREAS. REG. 1.170A-9(F)(I)-(VI) IN THE FOLLOWING RESPECTS: 1. 10 PERCENT OF SUPPORT LIMITATION. Pew normally receives substantial support from a variety of public sources. PEW'S PUBLIC SUPPORT FRACTION IS 23.96 PERCENT, WELL ABOVE THE 10 PerCENT THRESHOLD. THIS FRACTION IS NEARLY 75 PERCENT OF THE WAY TOWARD THE ONE-THIRD PUBLIC SUPPORT TEST. 2. ATTRACTION OF PUBLIC SUPPORT. PEW IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL SUPPORT ON A CONTINUOUS BASIS. Pew maintains a continuous and bona fide development program and carries on activities designed to attract support from individuals, foundations, and other charitable organizations. PEW MAINTAINS A FULL-TIME DEVELOPMENT STAFF THAT IS ACTIVELY INVOLVED IN SEEKING FINANCIAL SUPPORT FROM DIVERSE SOURCES ON AN ONGOING BASIS. IN FISCAL YEAR 2015, WE RECRUITED 7 NEW STAFF MEMBERS TO OUR DEVELOPMENT OFFICE, EXPANDING CAPACITY IN RESEARCH TO IDENTIFY PROSPECTS, DONOR RELATIONS TO PLAN AND EXECUTE CULTIVATION AND STEWARDSHIP ACTIVITIES TO ATTRACT NEW DONORS, FRONT-LINE FUNDRAISING TO SOLICIT NEW DONORS, AND OPERATIONAL SUPPORT TO MANAGE INCREASED PROPOSAL PRODUCTIVITY. DURING FISCAL YEAR 2015, WE HOSTED 25 EVENTS TARGETING NEW PROSPECTS, A 39 PERCENT INCREASE OVER THE PREVIOUS YEAR. PEW'S PROGRAMS AND ACTIVITIES HAVE BROAD APPEAL TO MEMBERS OF THE PUBLIC THAT SHARE AN INTEREST IN PEW's MANY DIFFERENT AREAS OF FOCUS. CURRENT PROJECTS SEEK, among other things, TO STRENGTHEN ENVIRONMENTAL AND ENERGY POLICIES; PROTECT OUR OCEANS AND WILD LANDS; IMPROVE HEALTH THROUGH INVESTMENTS IN PREVENTIVE CARE AND CHILD NUTRITION; INCREASE THE SAFETY OF FOODS AND DRUGS; PROVIDE CONSUMERS WITH BETTER INFORMATION ABOUT FINANCIAL PRODUCTS; AND HELP STATES INVEST IN PROGRAMS THAT PROVIDE THE STRONGEST RETURNS TO THEIR TAXPAYERS. PEW's SUCCESS IN ATTRACTING DONORS TO SUPPORT OUR WORK IS DEMONSTRATED BY OUR CONVERTING 72 PERCENT OF PROPOSALS INTO FULLY EXECUTED GRANTS AT THE LEVEL REQUESTED IN FISCAL YEAR 2015. 3. SOURCES OF SUPPORT. PEW IS SUPPORTED BY A DIVERSE AND REPRESENTATIVE GROUP OF DONORS. DURING FISCAL YEAR 2015, PEW RECEIVED GRANTS AND CONTRIBUTIONS FROM 83 DONORS, INCLUDING INDIVIDUALS, PUBLIC CHARITIES, PRIVATE FOUNDATIONS, AND CORPORATIONS. OF THE 83 DONORS, 35 PERCENT WERE NEW CONTRIBUTORS TO PEW. APPROXIMATELY 33 PERCENT OF OUR DONORS WERE INDIVIDUALS MAKING GIFTS OF LESS THAN $5,000. 4. REPRESENTATIVE GOVERNING BODY. PEW IS GOVERNED BY A FOURTEEN MEMBER BOARD OF DIRECTORS. PEW'S BYLAWS REQUIRE THAT AT ALL TIMES AT LEAST ONE-THIRD OF THE TOTAL DIRECTORS WILL BE CIVIC AND COMMUNITY LEADERS. THE MEMBERS OF PEW'S BOARD HAVE BACKGROUNDS IN PHILANTHROPY, Business, Finance, and other disciplines related to Pew's work, AND SHARE A DEEP AND ABIDING COMMITMENT TO PEW'S MISSION AND PROGRAMS. ALL BUT ONE OF THE MEMBERS OF THE BOARD OF DIRECTORS ARE INDEPENDENT. BOARD MEMBERS INCLUDE COMMUNITY LEADERS, CIVIC LEADERS, AND PHILANTHROPISTS WHO BRING TO PEW'S BOARD A BROAD CROSS-SECTION OF THE VIEWS AND INTERESTS OF THE COMMUNITIES WE SERVE. 5. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES. PEW CONDUCTS EXTENSIVE AND ONGOING PROGRAMS AND ACTIVITIES THAT ARE DESIGNED TO INFORM THE PUBLIC, THE MEDIA AND POLICYMAKERS ABOUT THE SUBJECTS OF ITS RESEARCH AND ANALYSIS. PEW'S RESEARCH REPORTS ARE DISSEMINATED AT educational CONFERENCES, at SEMINARS AND OTHER PUBLIC FORUMS SPONSORED BY PEW, AND AT EVENTS SPONSORED BY OTHER ORGANIZATIONS. These reports ARE also MADE AVAILABLE TO THE GENERAL PUBLIC via PEW'S WEBSITE, WWW.PEWTRUSTS.ORG. DURING FISCAL YEAR 2015, PEW RELEASED 118 RESEARCH REPORTS AND SPONSORED 84 CONFERENCES AND SEMINARS ON SUBJECTS SUCH AS TRENDS IN FOOD SAFETY, FINANCIAL REFORM, OCEAN PROTECTION, AND OTHER ISSUES. Pew's research reports received broad coverage in journals, articles, news reports, and other forms of media. This media coverage allowed Pew's reports and other educational information to reach and be used by an even broader audience, including people who learned about or accessed Pew's reports through broadcast, print, online or social media; on websites of other nonprofits; or through references in the research reports of other organizations.
Schedule A (Form 990 or 990-EZ) 2014

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
2014
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
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


(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number

56-2307147
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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) (2014)

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 Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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) 2014

Schedule C (Form 990 or 990-EZ) 2014
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2011 (b) 2012 (c) 2013 (d) 2014 (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) 2014


Schedule C (Form 990 or 990-EZ) 2014
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
 
123,517
d
Mailings to members, legislators, or the public? .........................
Yes
 
1,374
e
Publications, or published or broadcast statements? .......................
Yes
 
9,575
f
Grants to other organizations for lobbying purposes? .......................
Yes
 
1,735,627
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
2,401,919
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
Yes
 
278
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
4,272,290
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C, PART II-B, Line 1 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) 2014

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 ......... 1  
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year) 12,652,717  
4 Aggregate value at end of year ........ 42,131,188  
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)
Revenue 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
Revenue 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) 2014

Schedule D (Form 990) 2014
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, for escrow or custodial account liability?
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 ................   129,359,097 20,849,081 108,510,016
c Leasehold improvements ............   5,210,467 2,590,001 2,620,466
d Equipment ................   29,092,103 16,962,720 12,129,383
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 213,259,865
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
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 1,350,777
FUNDS HELD IN DEPOSIT 230,035
SWAP LIABILITY 31,348,645
ACCRUED PENSION PLANS 49,179,519





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 82,108,976
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) 2014

Schedule D (Form 990) 2014
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 ....... 1 261,931,917
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -19,248,616
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -50,484,825
e Add lines 2a through 2d ..................... 2e -69,733,441
3 Subtract line 2e from line 1..................... 3 331,665,358
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 -197,630
c Add lines 4a and 4b....................... 4c -197,630
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 331,467,728
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 ........... 1 323,254,480
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 3,623,782
e Add lines 2a through 2d...................... 2e 3,623,782
3 Subtract line 2e from line 1..................... 3 319,630,698
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 403,592
c Add lines 4a and 4b....................... 4c 403,592
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 320,034,290
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, 2015, Pew's tax periods ended June 30, 2013 through June 30, 2015 for the federal tax jurisdiction remain open.
Schedule D, Part XI, Line 2D Change in beneficial interest in trusts (50,316,656) Unrealized foreign exchange loss (166,606) Returned Contributions (1,563) --------- Total (50,484,825)
Schedule D, Part XI, Line 4B Sub-tenant revenue, net of expenses (reclass) (315,742) Expenses related to 901 E non-501(c)(3)/like-minded tenants (reclass) (319,567) Expenses related to fundraising event (reclass) (124,278) Registration Revenue (reclass) 158,365 Parking Garage 403,592 --------- TOTAL (197,630)
schedule D, part xii, line 2d Unrealized loss on interest rate swap agreements 3,022,560 Sub-tenant revenue, net of expenses (reclass) 315,742 Expenses related to 901 E non-501(c)(3)/like-minded tenants (reclass) 319,567 Expenses related to fundraising event (reclass) 124,278 Registration Revenue (reclass) (158,365) --------- Total 3,623,782
Schedule D, Part XII, Line 4b Parking - Garage 403,592 --------- Total 403,592
Schedule D (Form 990) 2014

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 Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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   1,854,000
Europe (Including Iceland and Greenland)     Investments   1,108,000
Europe (Including Iceland and Greenland)     Program Services Consumer Finance 5,000
East Asia and the Pacific 5 2 Program Services Environmental MGMT 417,669
Europe (Including Iceland and Greenland) 3 10 Program Services Environmental MGMT 2,225,198
North America     Program Services Environmental MGMT 4,843
South America     Program Services Environmental MGMT 69,943
Sub-Saharan Africa     Program Services Environmental MGMT 57,876
Europe (Including Iceland and Greenland)     Program Services Health Impact 11,018
North America     Program Services Health Impact 39,385
North America     Program Services Home Visiting 1,145
Central America and the Caribbean     Program Services Protecting Ocean Life 201,517
East Asia and the Pacific   7 Program Services Protecting Ocean Life 2,338,773
Europe (Including Iceland and Greenland)   12 Program Services Protecting Ocean Life 4,416,134
North America     Program Services Protecting Ocean Life 131,512
Russia and the Newly Independent States     Program Services Protecting Ocean Life 3,036
South America     Program Services Protecting Ocean Life 643,668
South Asia     Program Services Protecting Ocean Life 14,616
Sub-Saharan Africa     Program Services Protecting Ocean Life 15,133
North America     Program Services Public Retirement 5,000
Europe (Including Iceland and Greenland)     Program Services Results First 91,267
Europe (Including Iceland and Greenland)     Program Services Safe Food 1,647
Central America and the Caribbean     Program Services Scholars and Fellows 137,758
North America     Program Services Scholars and Fellows 5,500
South America     Program Services Scholars and Fellows 14,939
East Asia and the Pacific     Program Services Systemic Risk 30,000
East Asia and the Pacific   6 Program Services Wilderness Protection 1,108,068
Central America and the Caribbean     Grantmaking   81,980
East Asia and the Pacific     Grantmaking   1,673,016
Europe (Including Iceland and Greenland)     Grantmaking   7,485,468
North America     Grantmaking   678,193
Europe (Including Iceland and Greenland)     Conduct board meetings   11,449
North America     Conduct board meetings   252,100
3a Sub-total ..... 8 31 13,528,717
b Total from continuation sheets to Part I ...   6 11,606,134
c Totals (add lines 3a and 3b) 8 37 25,134,851
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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)
(a)(c) Region (b)(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 633,200 Wire      
Central America and the Caribbean Policy 10,000 Wire      
Europe (Including Iceland and Greenland) Policy 20,013 Wire      
Central America and the Caribbean Policy 71,980 Wire      
North America Civic Life 160,000 Wire      
East Asia and the Pacific Policy 434,766 Wire      
North America Policy 60,500 Check      
Europe (Including Iceland and Greenland) Policy 113,337 Wire      
Europe (Including Iceland and Greenland) Policy 175,486 Wire      
Europe (Including Iceland and Greenland) Policy 272,488 Wire      
North America Policy 157,693 Wire      
East Asia and the Pacific Policy 49,500 Wire      
East Asia and the Pacific Policy 55,938 Wire      
East Asia and the Pacific Policy 102,520 Wire      
Europe (Including Iceland and Greenland) Policy 2,007,167 Wire      
Europe (Including Iceland and Greenland) Policy 12,582 Wire      
East Asia and the Pacific Policy 150,000 Wire      
Europe (Including Iceland and Greenland) Policy 1,442,353 Wire      
East Asia and the Pacific Policy 70,501 Wire      
Europe (Including Iceland and Greenland) Policy 1,130,000 Wire      
Europe (Including Iceland and Greenland) Policy 1,060,000 Wire      
East Asia and the Pacific Policy 51,284 Wire      
Europe (Including Iceland and Greenland) Policy 1,082,318 Wire      
North America Policy 150,000 Check      
East Asia and the Pacific Policy 72,000 Wire      
Europe (Including Iceland and Greenland) Policy 150,000 Wire      
East Asia and the Pacific Policy 40,861 Wire      
East Asia and the Pacific Civic Life 5,850 wire      
East Asia and the Pacific Policy 6,596 wire      
Europe (Including Iceland and Greenland) Policy 19,724 Wire      
North America Policy 150,000 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
20
3
Enter total number of other organizations or entities .......................MediumBullet
1
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014Page 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) 2014
Schedule F (Form 990) 2014
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; do not file with Form 990)............................
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; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE UNITED STATES ARE MODELED AFTER THE "EXPENDITURE RESPONSIBILITY" RULES (SEE TREAS. REG. 53.4945-5) AND ARE DESIGNED TO FULFILL THE PURPOSES OF EXPENDITURE RESPONSIBILITY, NAMELY THAT GRANT FUNDS ARE EXPENDED SOLELY FOR THEIR INTENDED CHARITABLE PURPOSE, THAT PEW RECEIVES COMPLETE REPORTS REGARDING HOW THE FUNDS WERE SPENT, AND THAT PEW IS ABLE TO PROVIDE FULL REPORTS TO THE IRS REGARDING THE GRANTED FUNDS. FIRST, to help assure that the grantee will use the grant for proper purposes, Pew conducts a pre-grant inquiry into each potential grantee, which includes diligence regarding the grantee's programs, experience, finances, management, and reputation; verification of the grantee's corporate and tax status; and a search of the U.S. Treasury DEPARTMENT OFFICE OF FOREIGN ASSET CONTROL'S (OFAC) SANCTIONS PROGRAM LISTINGS TO CONFIRM THAT THE GRANTEE is neither A KNOWN TERRORIST OR HAS TIES TO KNOWN TERRORISTS. SECOND, PEW ENTERS INTO A WRITTEN GRANT AGREEMENT WITH EACH GRANTEE, IN WHICH PEW SECURES THE GRANTEE'S COMMITMENTS: (I) TO USE THE GRANT FUNDS SOLELY FOR PURPOSES CONSISTENT WITH PEW'S TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; (II) NOT TO USE ANY GRANT FUNDS DIRECTLY OR INDIRECTLY TO SUPPORT OR OPPOSE ANY CANDIDATE FOR PUBLIC OFFICE, TO PROVIDE A BENEFIT TO ANY POLITICAL PARTY OR CANDIDATE, OR FOR ANY OTHER NONCHARITABLE PURPOSE; (III) TO MAINTAIN RECORDS OF THE GRANTEE'S RECEIPTS AND EXPENDITURES AND MAKE ITS BOOKS AND RECORDS AVAILABLE FOR REVIEW BY PEW AT REASONABLE TIMES; (IV) TO SUBMIT COMPLETE REPORTS, AT LEAST ONE PER YEAR, ON THE EXPENDITURE OF GRANT FUNDS AND PROGRESS TOWARD ACCOMPLISHING THE PURPOSES OF THE GRANT; (V) TO ALLOW PEW, AT PEW'S DISCRETION AND EXPENSE, TO CONDUCT EVALUATIONS AND AUDITS OF THE GRANTEE'S OPERATIONS, RECORDS, AND USE OF GRANT FUNDS; AND (VI) TO REPAY ANY PORTION OF THE GRANT THAT IS NOT USED FOR THE CHARITABLE PURPOSE OF THE GRANT. PEW ALSO REQUIRES EACH GRANTEE TO CERTIFY IN WRITING 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. THIRD, in accordance with the terms of the grant, Pew's grantees must submit naRRATIVE AND FINANCIAL REPORTS AT LEAST ONCE PER YEAR, AND A FINAL REPORT AT THE END OF THE GRANT TERM, DESCRIBING HOW THE GRANT FUNDS WERE SPENT AND WHAT WAS ACCOMPLISHED AND PROVIDING A REASONABLY DETAILED ACCOUNT OF THE ACTIVITIES CONDUCTED IN FURTHERANCE OF THE AGREED-UPON CHARITABLE OBJECTIVES. PEW ALSO MAY EXERCISE OVERSIGHT OVER THE GRANTEE THROUGH OTHER MEANS DESIGNED TO ENSURE ALL GRANT FUNDS ARE USED APPROPRIATELY, SUCH AS IN-PERSON SITE VISITS, MONITORING, AND EVALUATION.
FORM 990, SCHEDULE F, PART I, LINE 3, COLUMN F 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, LINE 1 GRANTs are reported on the accrual basis, the same method used for the audited financial statements.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2014
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
THE PEW CHARITABLE TRUSTS
 
Employer identification number

56-2307147
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ
filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
GRENZEBACH GLIER AND ASSOC CONSULTING   No      
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

GALA DINNER
(event type)
(b) Event #2

 
(event type)
(c) Other events

0
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 110,000     110,000
2 Less: Contributions . . 77,660     77,660
3 Gross income (line 1
minus line 2) . . .
32,340     32,340
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . . 46,184     46,184
7 Food and beverages . 64,264     64,264
8 Entertainment . . .        
9 Other direct expenses . 13,830     13,830
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 124,278
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -91,938
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activities conducted in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $  
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2014
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
2014
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 Domestic Organizations and Domestic Governments. 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 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) Adult Care of Chester County
201 Sharp Lane
Exton,PA19341
23-2447144 501(c)(3) 100,000       CIVIC LIFE
(2) Alaska Center for the Environment
921 W 6th Ave
Anchorage,AK99501
23-7380045 501(c)(3) 34,101       POLICY
(3) Albert Einstein College of Medicine
1300 Morris Park Ave
Bronx,NY10461
47-2209056 501(c)(3) 95,000       POLICY
(4) American Conservative Union Foundation
1331 H St NW
Washington,DC20005
52-1294680 501(c)(3) 312,520       POLICY
(5) American National Red Cross
2025 E St NW
Washington,DC20006
53-0196605 501(c)(3) 50,000       CIVIC LIFE
(6) American Planning Association
205 N Michigan Ave
Chicago,IL60601
52-1134021 501(c)(3) 97,926       POLICY
(7) Antarctic and Southern Ocean Coalition
1630 Connecticut Ave NW
Wash,DC20009
52-1287282 501(c)(3) 930,104       POLICY
(8) Arizona Wilderness Coalition
PO Box 40340
Tucson,AZ85717
20-0412328 501(c)(3) 40,000       POLICY
(9) Arizona Wilderness Coalition
PO Box 40340
Tucson,AZ85717
20-0412328 501(c)(3) 24,864       POLICY
(10) Association of Northwest Steelheaders
6641 SE Lake Rd
Milwaukie,OR97222
91-1031100 501(c)(3) 37,270       POLICY
(11) Backcountry Hunters and Anglers
PO Box 9257
Missoula,MT59807
20-1037177 501(c)(3) 39,999       POLICY
(12) Baylor College of Medicine
1 Baylor Plaza
Houston,TX77030
74-1613878 501(c)(3) 169,156       POLICY
(13) Benefits Data Trust
2 Logan Sq
Philadelphia,PA19103
20-3455598 501(c)(3) 187,000       CIVIC LIFE
(14) Bering Sea Fishermen's Association
431 W 7th Ave
Anchorage,AK99501
92-0074000 501(c)(3) 27,018       POLICY
(15) Boston Children's Hospital
300 Longwood Ave
Boston,MA02115
04-2774441 501(c)(3) 95,000       POLICY
(16) Boston Public Health Commission
1010 Massachusetts Ave
Boston,MA02118
04-3316655 STATE OF MA 100,000        
(17) Bryn Mawr Presbyterian Church
625 Montgomery Ave
Bryn Mawr,PA19010
23-6393377 501(c)(3) 200,000       POLICY
(18) California Institute of Technology
1200 E California Blvd
Pasadena,CA91125
95-1643307 501(c)(3) 240,000       POLICY
(19) California Secure Choice Retirement
915 Capitol Mall
Sacramento,CA95814
35-2491525 STATE OF CA 39,000       POLICY
(20) California Wilderness Coalition
PO Box 11094
Oakland,CA94611
51-0183228 501(c)(3) 246,175       POLICY
(21) Campaign to End Obesity
805 15th St NW
Washington,DC20005
26-0389759 501(c)(3) 131,203       POLICY
(22) Cape Cod Commercial Fishermen's Alliance
1566 Main St
Chatham,MA02633
04-3138784 501(c)(3) 374,813       POLICY
(23) CDC Foundation
55 Park Place NE
Atlanta,GA30303
58-2106707 501(c)(3) 273,900       POLICY
(24) Central Montgomery Mental Health Ctr
1100 Powell St
Norristown,PA19401
23-1548819 501(c)(3) 137,000       CIVIC LIFE
(25) CEOs for Cities
1717 Euclid Ave
Cleveland,OH44115
13-4302280 501(c)(3) 12,000       POLICY
(26) Children's Dental Health Project
1020 19th St NW
Washington,DC20036
06-1561317 501(c)(3) 64,238       POLICY
(27) Coalition for Juvenile Justice
1319 F St NW
Washington,DC20004
22-2520938 501(c)(3) 55,239       POLICY
(28) Coalition for Juvenile Justice
1319 F St NW
Washington,DC20004
22-2520938 501(c)(3) 5,500       POLICY
(29) Cold Spring Harbor Laboratory
1 Bungtown Rd
Cold Spring Harbor,NY11724
11-2013303 501(c)(3) 240,000       POLICY
(30) Trustees of Columbia University
535 W 116th St
New York,NY10027
13-5598093 501(c)(3) 95,000       POLICY
(31) Trustees of Columbia University
535 W 116th St
New York,NY10027
13-5598093 501(c)(3) 25,000       POLICY
(32) Trustees of Columbia University
535 W 116th St
New York,NY10027
13-5598093 501(c)(3) 240,000       POLICY
(33) Communications Network
1717 N Naper Blvd
Naperville,IL60563
52-2114179 501(c)(3) 17,500       POLICY
(34) Community Growth Educational Foundation
1330 Braddock Place
Alexandria,VA22314
23-7204514 501(c)(3) 63,214       POLICY
(35) Community Legal Services
1424 Chestnut St
Philadelphia,PA19102
23-1671562 501(c)(3) 174,000       CIVIC LIFE
(36) Community Resources for Justice
355 Boylston St
Boston,MA02116
04-3461434 501(c)(3) 1,393,604       POLICY
(37) Conservation Alliance
PO Box 1275
Bend,OR97709
94-3100867 501(c)(3) 50,000       POLICY
(38) Conservation Law Foundation
62 Summer St
Boston,MA02110
04-6149986 501(c)(3) 120,470       POLICY
(39) Conservation Science Partners
11050 Pioneer Trail
Truckee,CA96161
45-2504981 501(c)(3) 91,856       POLICY
(40) Conservation Voters for Idaho Education
PO Box 2802
Boise,ID83701
13-4361041 501(c)(3) 60,026       POLICY
(41) Consumer Credit Counseling Service of De
1608 Walnut St
Philadelphia,PA19103
23-1671903 501(c)(3) 140,000       CIVIC LIFE
(42) Consumer Federation of America
1620 I St NW
Washington,DC20006
52-0880625 501(c)(3) 33,190       POLICY
(43) Consumer Federation of America
1620 I St NW
Washington,DC20006
52-0880625 501(c)(3) 10,000       POLICY
(44) Cornell University
300 Day Hall
Ithaca,NY14853
15-0532082 501(c)(3) 240,000       POLICY
(45) Cornell University
300 Day Hall
Ithaca,NY14853
15-0532082 501(c)(3) 1,500,000       POLICY
(46) Council of State Governments
2760 Research Park Dr
Lexington,KY40578
36-6000818 501(c)(3) 1,086,950       POLICY
(47) CARIE
2 Penn Center Plaza
Philadelphia,PA19102
23-2075900 501(c)(3) 225,000       CIVIC LIFE
(48) Ctr for Excellence in Healthcare Jouralism
10 Neff Hall
Columbia,MO65211
41-1908032 501(c)(3) 23,117       POLICY
(49) D2D Fund
114 Western Ave
Allston,MA02134
04-3540147 501(c)(3) 47,120       POLICY
(50) Dallas Foundation
2904 Floyd St
Dallas,TX75204
75-2890371 501(c)(3) 30,791       POLICY
(51) Douglas County Nebraska
1919 Farnham St
Omaha,NE68183
47-6006455 STATE OF NE 250,000       POLICY
(52) Drexel University
3141 Chestnut St
Philadelphia,PA19104
23-1352630 501(c)(3) 150,000       CIVIC LIFE
(53) Ducks Unlimited
3074 Gold Canal Dr
Rancho Cordova,CA95670
13-5643799 501(c)(3) 2,100,000       POLICY
(54) Ducks Unlimited
3074 Gold Canal Dr
Rancho Cordova,CA95670
13-5643799 501(c)(3) 8,301,071       POLICY
(55) Duke University
Duke University
Durham,NC27708
56-0532129 501(c)(3) 240,000       POLICY
(56) Duke University
Duke University
Durham,NC27708
56-0532129 501(c)(3) 240,000       POLICY
(57) Earthjustice
426 17th St
Oakland,CA94612
94-1730465 501(c)(3) 432,507       POLICY
(58) ElderNet of Lower Merion and Narberth
9 S Bryn Mawr Ave
Bryn Mawr,PA19010
23-2005485 501(c)(3) 55,000       CIVIC LIFE
(59) Family Service Assoc of Bucks County
4 Cornerstone Dr
Langhorne,PA19047
23-1427224 501(c)(3) 150,000       CIVIC LIFE
(60) Family Service of Montgomery Cty
3125 Ridge Pike
Eagleville,PA19403
23-1352361 501(c)(3) 150,000       CIVIC LIFE
(61) Farallon Institute
101 H St
Petaluma,CA94952
26-0467490 501(c)(3) 69,806       POLICY
(62) Farallon Institute
101 H St
Petaluma,CA94952
26-0467490 501(c)(3) 22,481       POLICY
(63) Farallon Institute
101 H St
Petaluma,CA94952
26-0467490 501(c)(3) 36,105       POLICY
(64) Fdn for the Natl Inst of Health
9650 Rockville Pike
Bethesda,MD20814
52-1986675 501(c)(3) 252,000       POLICY
(65) Fdn for the Natl Inst of Health
9650 Rockville Pike
Bethesda,MD20814
52-1986675 501(c)(3) 99,750       POLICY
(66) Florida Wildlife Federation
PO Box 6870
Tallahassee,FL32314
59-1398265 501(c)(3) 129,174       POLICY
(67) Florida Wildlife Federation
PO Box 6870
Tallahassee,FL32314
59-1398265 501(c)(3) 328,513       POLICY
(68) Food Animal Concerns Trust
3525 W Peterson Ave
Chicago,IL60659
36-3172605 501(c)(3) 114,996       POLICY
(69) Friends of Nevada Wilderness
PO Box 9754
Reno,NV89507
88-0211763 501(c)(3) 45,006       POLICY
(70) Friends of Nevada Wilderness
PO Box 9754
Reno,NV89507
88-0211763 501(c)(3) 119,994       POLICY
(71) Friends of Westchester County Parks
450 Saw Mill River Rd
Ardsley,NY10502
13-2937499 501(c)(3) 60,000       CIVIC LIFE
(72) Future Generations Graduate School
390 Rd Less Traveled Rd
Franklin,WV26807
20-4093450 501(c)(3) 500,000       POLICY
(73) Georgia St University Research Fdn
PO Box 3999
Atlanta,GA30303
58-1845423 501(c)(3) 28,479       POLICY
(74) Georgia Tech Research Corporation
505 10th St
Atlanta,GA30332
58-0603146 501(c)(3) 249,308       POLICY
(75) Golden Slipper Center for Seniors
3901 Conshohocken Ave
Phila,PA19131
23-2793956 501(c)(3) 130,000       POLICY
(76) Grantmakers in Health
1100 Connecticut Ave NW
Wash,DC20036
13-3206571 501(c)(3) 5,750       POLICY
(77) Greater Yellowstone Coalition
215 South Wallace Ave
Bozeman,MT59715
81-0414042 501(c)(3) 62,000       POLICY
(78) Green for All
1611 Telegraph Ave
Oakland,CA94612
26-1140201 501(c)(3) 10,000       POLICY
(79) Grove City College
100 Campus Dr
Grove City,PA16127
25-1065148 501(c)(3) 1,500,000       CIVIC LIFE
(80) PRESiDENT AND FELLOWS OF Harvard College
Massachusetts Hall
Cambridge,MA02138
04-2103580 501(c)(3) 249,781       POLICY
(81) PRESiDENT AND FELLOWS OF Harvard College
Massachusetts Hall
Cambridge,MA02138
04-2103580 501(c)(3) 95,000       POLICY
(82) Haverford School
450 Lancaster Ave
Haverford,PA19041
23-1352646 501(c)(3) 250,000       CIVIC LIFE
(83) Health Care Without Harm
12355 Sunrise Valley Dr
Reston,VA20191
52-2358837 501(c)(3) 150,442       POLICY
(84) Healthy Schools Campaign
175 North Franklin St
Chicago,IL60606
36-4308068 501(c)(3) 101,333       POLICY
(85) High Country Conservation Advocates
PO Box 1066
Crested Butte,CO81224
84-0772688 501(c)(3) 37,991       POLICY
(86) Human Impact Partners
304 12th St
Oakland,CA94607
27-0193587 501(c)(3) 100,000       POLICY
(87) Human Impact Partners
304 12th St
Oakland,CA94607
27-0193587 501(c)(3) 149,290       POLICY
(88) Idaho Conservation League
PO Box 844
Boise,ID83701
82-6042478 501(c)(3) 43,547       POLICY
(89) Illinois Public Health Institute
954 W Washington
Chicago,IL60607
26-2757523 501(c)(3) 100,000       POLICY
(90) Independent Sector
1602 L St NW
Washington,DC20036
52-1081024 501(c)(3) 17,500       POLICY
(91) Institute for Wisconsin Health
330 East Lakeside Street
Madison,WI53715
20-5775040 501(c)(3) 100,000       POLICY
(92) Intercommunity Action
6012 Ridge Avenue
Philadelphia,PA19128
23-1875249 501(c)(3) 175,000       CIVIC LIFE
(93) Interfaith Ctr of Greater Philadelphia
100 West Oxford St
Philadelphia,PA19122
05-0597080 501(c)(3) 45,000       CIVIC LIFE
(94) International Game Fish Association
300 Gulf Stream Way
Dania Beach,FL33004
23-7231048 501(c)(3) 125,426       POLICY
(95) International Game Fish Association
300 Gulf Stream Way
Dania Beach,FL33004
23-7231048 501(c)(3) 139,060       POLICY
(96) Jackson Laboratory
600 Main St
Bar Harbor,ME04609
01-0211513 501(c)(3) 500,000       CIVIC LIFE
(97) Jewish Fam and Children's Services
2100 Arch St
Philadelphia,PA19103
23-1352026 501(c)(3) 242,000       CIVIC LIFE
(98) Jewish Fed of Greater Philadelphia
2100 Arch St
Philadelphia,PA19103
23-1500085 501(c)(3) 165,000       CIVIC LIFE
(99) John Jay College Foundation
524 W 59th St
New York,NY10019
13-3683676 501(c)(3) 7,500       POLICY
(100) Johns Hopkins University
3400 N Charles St
Baltimore,MD21218
52-0595110 501(c)(3) 240,000       POLICY
(101) Johns Hopkins University
3400 N Charles St
Baltimore,MD21218
52-0595110 501(c)(3) 240,000       POLICY
(102) Kansas Health Institute
212 SW 8th Ave
Topeka,KS66603
48-1148972 501(c)(3) 28,666       POLICY
(103) Kansas Health Institute
212 SW 8th Ave
Topeka,KS66603
48-1148972 501(c)(3) 10,001       POLICY
(104) Kawerak
PO Box 948
Nome,AK99762
92-0047009 501(c)(3) 95,889       POLICY
(105) Kimberton Waldorf School
410 W 7 Stars Rd
Kimberton,PA19442
23-1494797 501(c)(3) 250,000       CIVIC LIFE
(106) Klein JCC
10100 Jamison Ave
Philadelphia,PA19116
27-0840848 501(c)(3) 165,000       CIVIC LIFE
(107) Kohala Center
PO Box 437462
Kamuela,HI96743
99-0354676 501(c)(3) 100,000       POLICY
(108) Kuskokwim River Watershed Council
PO Box 334
Aniak,AK99557
26-3966774 501(c)(3) 45,000       POLICY
(109) Lancaster Farmland Trust
125 Lancaster Ave
Strasburg,PA17579
20-4233446 501(c)(3) 264,462       CIVIC LIFE
(110) Lancaster Farmland Trust
125 Lancaster Ave
Strasburg,PA17579
20-4233446 501(c)(3) 321,359       CIVIC LIFE
(111) Legal Aid of Southeastern Pennsylvania
625 Swede St
Norristown,PA19401
23-1901014 501(c)(3) 150,000       CIVIC LIFE
(112) Louisiana Public Health Institute
1515 Poydras St
New Orleans,LA70112
72-1379921 501(c)(3) 97,219       POLICY
(113) Louisiana Secretary of State
PO Box 94125
Baton Rouge,LA70804
72-6000834 STATE OF LA 148,573       POLICY
(114) Ludwig Institute for Cancer Research
PO Box 12385
La Jolla,CA92093
23-7121131 501(c)(3) 95,000       POLICY
(115) Lutheran Settlement House
1340 Frankford Ave
Philadelphia,PA19125
23-1352365 501(c)(3) 150,000       CIVIC LIFE
(116) Madlyn and Leonard Abramson Ctr
1425 Horsham Rd
North Wales,PA19454
23-1352343 501(c)(3) 249,000       CIVIC LIFE
(117) Maine Coast Fishermen's Association
PO Box 112
Topsham,ME04086
13-4337702 501(c)(3) 64,541       POLICY
(118) Maine Coast Heritage Trust
1 Bowdoin Mill Island
Topsham,ME04086
23-7099105 501(c)(3) 283,014       CIVIC LIFE
(119) Maine Coast Heritage Trust
1 Bowdoin Mill Island
Topsham,ME04086
23-7099105 501(c)(3) 259,274       CIVIC LIFE
(120) Maricopa Cnty Dept of Public Health
4041 N Central Ave
Phoenix,AZ85012
86-6000472 STATE OF AZ 100,000       POLICY
(121) Metro Area Neighborhood Nutrition
2323 Ranstead St
Philadelphia,PA19103
23-2586142 501(c)(3) 120,000       CIVIC LIFE
(122) Michigan Council for MaternalChild Hlth
221 N Walnut St
Lansing,MI48933
38-2445458 501(c)(4) 81,537       POLICY
(123) Michigan Council for MaternalChild Hlth
221 N Walnut St
Lansing,MI48933
38-2445458 501(c)(4) 184,645       POLICY
(124) Middlebury College
14 Old Chapel Rd
Middlebury,VT05753
03-0179298 501(c)(3) 7,200,000       POLICY
(125) Minnesota Council on Crime and Justice
PO Box 12319
San Diego,CA92112
41-0798280 501(c)(3) 95,046       POLICY
(126) Mission Edge San Diego
PO box 12319
san diego,CA92112
27-2938491 501(c)(3) 99,034       POLICY
(127) Montana Wilderness Association
80 S Warren
Helena,MT59601
51-0198932 501(c)(3) 60,006       POLICY
(128) Montana Wildlife Federation
PO Box 1175
Helena,MT59624
81-0303948 501(c)(3) 24,950       POLICY
(129) Nat'l Assoc of County&City Health Officials
1100 17th St NW
Washington,DC20036
52-1426663 501(c)(3) 77,571       POLICY
(130) National Audubon Society
225 Varick St
New York,NY10014
13-1624102 501(c)(3) 15,201       POLICY
(131) National Audubon Society
225 Varick St
New York,NY10014
13-1624102 501(c)(3) 45,353       POLICY
(132) National Audubon Society
225 Varick St
New York,NY10014
13-1624102 501(c)(3) 75,502       POLICY
(133) National Conference of State Legislature
7700 E First Place
Denver,CO80230
84-0772595 GOV'T 9,750       POLICY
(134) National Conference of State Legislature
7700 E First Place
Denver,CO80230
84-0772595 GOV'T 1,201,975       POLICY
(135) National Dental Association
3517 16th St NW
Washington,DC20010
54-0315311 501(c)(3) 159,990       POLICY
(136) National Fdn for Women Legislators Inc
1727 King St
Alexandria,VA22314
52-1480785 501(c)(3) 20,000       POLICY
(137) National Fdn for Women Legislators Inc
1727 King St
Alexandria,VA22314
52-1480785 501(c)(3) 15,000       POLICY
(138) National Lieutenant Governors Association
71 Cavalier Blvd
Florence,KY41042
61-1227811 501(c)(3) 10,000       POLICY
(139) National Marine Sanctuary Foundation
8601 Georgia Ave
Silver Spring,MD20910
94-3370994 501(c)(3) 15,000       POLICY
(140) National Philanthropic Trust
165 Township Line Rd
Jenkintown,PA19046
23-7825575 501(c)(3) 3,497,966       POLICY
(141) National Wildlife Federation
11100 Wildlife Center Dr
Reston,VA20190
53-0204616 501(c)(3) 38,641       POLICY
(142) Natl Cncl of Juvenile & Family Court Judges
1041 N Virginia St
Reno,NV89557
36-2486896 501(c)(3) 450,294       POLICY
(143) Natl Network of Publich Hlth Inst
1515 Poydras St
New Orleans,LA70112
72-1505359 501(c)(3) 75,167       POLICY
(144) New Hampshire Kids Count
2 Delta Dr
Concord,NH03301
22-2936618 501(c)(3) 87,718       POLICY
(145) New Mexico Voices for Children
625 Silver Ave SW
Albuquerque,NM87102
85-0348301 501(c)(3) 100,000       POLICY
(146) New Mexico Wilderness Alliance
142 Truman St NE
Albuquerque,NM87108
85-0457916 501(c)(3) 70,000       POLICY
(147) New Mexico Wilderness Alliance
142 Truman St NE
Albuquerque,NM87108
85-0457916 501(c)(3) 66,001       POLICY
(148) New Mexico Wildlife Federation
121 cardenas drive NE
Albuquerque,NM87108
85-0160947 501(c)(3) 98,061       POLICY
(149) New Venture Fund
1201 Connecticut Ave NW
Wash,DC20036
20-5806345 501(c)(3) 46,179       POLICY
(150) New Venture Fund
1201 Connecticut Ave NW
Wash,DC20036
20-5806345 501(c)(3) 69,307       POLICY
(151) New York University
70 Washington Sq S
New York,NY10012
13-5562308 501(c)(3) 240,000       POLICY
(152) New York University
70 Washington Sq S
New York,NY10012
13-5562308 501(c)(3) 95,000       POLICY
(153) New York University
70 Washington Sq S
New York,NY10012
13-5562308 501(c)(3) 95,000       POLICY
(154) Northwestern University
633 Clark St
Evanston,IL60208
36-2167817 501(c)(3) 240,000       POLICY
(155) Northwestern University
633 Clark St
Evanston,IL60208
36-2167817 501(c)(3) 95,000       POLICY
(156) NW Portland Area Indian Health Board
2121 SW Broadway
Portland,OR97201
93-0718154 501(c)(3) 395,800       POLICY
(157) Ocean Conservancy
1300 19th St NW
Washington,DC20036
23-7245152 501(c)(3) 101,368       POLICY
(158) Ocean Conservancy
1300 19th St NW
Washington,DC20036
23-7245152 501(c)(3) 34,187       POLICY
(159) Ocean Foundation
1300 19th St NW
Washington,DC20036
71-0863908 501(c)(3) 75,000       POLICY
(160) Ocean Foundation
1300 19th St NW
Washington,DC20036
71-0863908 501(c)(3) 172,873       POLICY
(161) Ocean Foundation
1300 19th St NW
Washington,DC20036
71-0863908 501(c)(3) 321,768       POLICY
(162) Ocean Foundation
1300 19th St NW
Washington,DC20036
71-0863908 501(c)(3) 616,042       POLICY
(163) OMG Center for Collaborative Learning
1528 Walnut St
Philadelphia,PA19102
23-2694572 501(c)(3) 875,000       CIVIC LIFE
(164) Oregon Natural Desert Association
50 SW Bond St
Bend,OR97702
94-3098621 501(c)(3) 69,955       POLICY
(165) Oregon Public Health Institute
315 SW 5th Ave
Portland,OR97204
93-1259522 501(c)(3) 50,033       POLICY
(166) Pacific Environment and Resources Center
369 Pine St
San Francisco,CA94104
94-2628924 501(c)(3) 50,960       POLICY
(167) Partnership for Safety and Justice
825 NE 20th St
Portland,OR97232
93-1277774 501(c)(3) 45,888       POLICY
(168) Penn Asian Senior Services
6926 Old York Rd
Philadelphia,PA19126
20-2643138 501(c)(3) 198,000       CIVIC LIFE
(169) Pew Research Center
1615 L St NW
Washington,DC20036
20-0881724 501(c)(3) 275,000       INFORMATION
(170) Pew Research Center
1615 L St NW
Washington,DC20036
20-0881724 501(c)(3) 1,395,750       INFORMATION
(171) Pew Research Center
1615 L St NW
Washington,DC20036
20-0881724 501(c)(3) 525,000       INFORMATION
(172) Pew Research Center
1615 L St NW
Washington,DC20036
20-0881724 501(c)(3) 200,000       INFORMATION
(173) Pew Research Center
1615 L St NW
Washington,DC20036
20-0881724 501(c)(3) 85,000       INFORMATION
(174) Pew Research Center
1615 L St NW
Washington,DC20036
20-0881724 501(c)(3) 8,644,000       INFORMATION
(175) Pew Research Center
1615 L St NW
Washington,DC20036
20-0881724 501(c)(3) 18,756,000       INFORMATION
(176) Pew Research Center
1615 L St NW
Washington,DC20036
20-0881724 501(c)(3) 8,000,000       INFORMATION
(177) Philip Jaisohn Memorial Foundation
6705 Old York Rd
Philadelphia,PA19126
23-1978566 501(c)(3) 142,000       CIVIC LIFE
(178) Planned Parenthood Federation of America
434 W 33rd St
New York,NY10001
13-1644147 501(c)(3) 1,500,000       CIVIC LIFE
(179) Prichard Committee for Academic Excellence
167 W Main St
Lexington,KY40507
61-1026214 501(c)(3) 38,709       POLICY
(180) Trustees of Princeton University
701 Carnegie Center
Princeton,NJ08544
21-0634501 501(c)(3) 240,000       POLICY
(181) Trustees of Princeton University
701 Carnegie Center
Princeton,NJ08544
21-0634501 501(c)(3) 240,000       POLICY
(182) Trustees of Princeton University
701 Carnegie Center
Princeton,NJ08544
21-0634501 501(c)(3) 240,000       POLICY
(183) Prison Fellowship Ministries
44180 Riverside Pkwy
Lansdowne,VA20176
62-0988294 501(c)(3) 203,169       POLICY
(184) Public Health Institute
555 12th St
Oakland,CA94607
94-1646278 501(c)(3) 16,561       POLICY
(185) Public Health Solutions
220 Church St
New York,NY10013
13-5669201 501(c)(3) 250,000       POLICY
(186) Regents of the University of Colorado
914 Broadway
Boulder,CO80309
84-6000555 State of CO 240,000       POLICY
(187) Regents of the University of Colorado
914 Broadway
Boulder,CO80309
84-6000555 State of Co 246,980       POLICY
(188) Research Foundation of SUNY
PO Box 9
Albany,NY12201
14-1368361 501(c)(3) 240,000       POLICY
(189) Research Foundation of SUNY
PO Box 9
Albany,NY12201
14-1368361 501(c)(3) 63,862       POLICY
(190) Research Foundation of SUNY
PO Box 9
Albany,NY12201
14-1368361 501(c)(3) 140,000       POLICY
(191) Rhode Island KIDS COUNT
One Union Station
Providence,RI02903
06-1485449 501(c)(3) 50,000       POLICY
(192) Rockefeller University
1230 York Ave
New York,NY10065
13-1624158 501(c)(3) 240,000       POLICY
(193) Rockefeller University
1230 York Ave
New York,NY10065
13-1624158 501(c)(3) 95,000       POLICY
(194) Rutgers University
3 Rutgers Plaza
New Brunswick,NJ08901
23-7086291 STATE OF NJ 354,311       POLICY
(195) Rutgers University
3 Rutgers Plaza
New Brunswick,NJ08901
23-7086291 STATE OF NJ 180,745       POLICY
(196) Rutgers University
3 Rutgers Plaza
New Brunswick,NJ08901
23-7086291 STATE OF NJ 73,241       POLICY
(197) San Francisco Study Center
1663 Mission St
San Francisco,CA94103
94-2168838 501(c)(3) 100,000       POLICY
(198) Sanford Burnham Medical Research Inst
10901 N Torrey Pines Rd
La Jolla,CA92037
51-0197108 501(c)(3) 159,519       POLICY
(199) Scripps Research Institute
10550 N Torrey Pines Rd
La Jolla,CA92037
33-0435954 501(c)(3) 240,000       POLICY
(200) Secretary of State - State of Oregon
255 Capital St
Salem,OR97310
93-6001784 STATE OF OR 92,826       POLICY
(201) Senior Community Services
600 Swarthmore Ave
Folsom,PA19033
23-2036247 501(c)(3) 185,000       CIVIC LIFE
(202) SeniorLAW Center
1500 JFK Blvd
Philadelphia,PA19102
23-2169936 501(c)(3) 175,000       CIVIC LIFE
(203) Sequoia Foundation
2166 Avenida de la Playa
La Jolla,CA92037
33-0100208 501(c)(3) 250,000       POLICY
(204) Sierra Club
85 2nd St
San Francisco,CA94105
94-1153307 501(c)(4) 55,036       POLICY
(205) Smithsonian Institution
1000 Jefferson Dr SW
Washington,DC20560
53-0206027 501(c)(3) 49,500       POLICY
(206) Society for Wilderness Stewardship
25903 N Turkey Creek Rd
Evergreen,CO80439
20-2591129 501(c)(3) 10,000       POLICY
(207) Sonoran Institute
44 E Broadway Blvd
Tucson,AZ85701
86-0684610 501(c)(3) 32,018       POLICY
(208) Southern Environmental Law Center
201 W Main St
Charlottesville,VA22902
52-1436778 501(c)(3) 119,886       POLICY
(209) Southern Utah Wilderness Alliance
425 E 100 St S
Salt Lake City,UT84111
94-2936961 501(c)(3) 40,003       POLICY
(210) SquashSmarts
3890 N 10th St
Philadelphia,PA19140
23-3060172 501(c)(3) 35,000       CIVIC LIFE
(211) St of CT -Office of the Sec of State
30 Trinity St
Hartford,CT06106
06-6000798 STATE OF CT 125,000       POLICY
(212) Stanford University
Office of the President
Stanford,CA94305
94-1156365 501(c)(3) 42,865       POLICY
(213) Stanford University
Office of the President
Stanford,CA94305
94-1156365 501(c)(3) 240,000       POLICY
(214) State of Minnesota
180 State Office Bldg
St Paul,MN55155
41-6007162 STATE OF MN 150,000       POLICY
(215) Stone Barns Ctr for Food and Agriculture
630 Bedford Rd
Pocantico Hills,NY10591
13-4150082 501(c)(3) 750,000       CIVIC LIFE
(216) Student Conservation Association
PO Box 550
Charlestown,NH03603
91-0880684 501(c)(3) 25,006       POLICY
(217) Supportive Older Women's Network
4100 Main St
Philadelphia,PA19127
22-2629856 501(c)(3) 121,000       CIVIC LIFE
(218) Surrey Services for Seniors
60 Chestnut Ave
Devon,PA19333
23-2610145 501(c)(3) 150,000       CIVIC LIFE
(219) Texas Public Policy Foundation
900 Congress Ave
Austin,TX78701
74-2524057 501(c)(3) 143,012       POLICY
(220) Texas Public Policy Foundation
900 Congress Ave
Austin,TX78701
74-2524057 501(c)(3) 1,079,979       POLICY
(221) Theodore Roosevelt Conservation Partner
1660 L St NW
Washington,DC20036
04-3706385 501(c)(3) 50,000       POLICY
(222) Thomas Jefferson University
1020 Walnut St
Philadelphia,PA19107
23-1352651 501(c)(3) 150,000       POLICY
(223) United Way of Greater Cincinnati
2400 Reading Road
Cincinnati,OH45202
31-0537502 501(c)(3) 41,430       POLICY
(224) University of Alaska
3211 Providence Dr
Anchorage,AK99508
92-6000147 STATE OF AK 20,340       POLICY
(225) University of Alaska
3211 Providence Dr
Anchorage,AK99508
92-6000147 STATE OF AK 34,999       POLICY
(226) University of California Berkeley
200 California Hall
Berkeley,CA94720
94-6002123 501(c)(3) 240,000       POLICY
(227) University of California Berkeley
200 California Hall
Berkeley,CA94720
94-6002123 501(c)(3) 240,000       POLICY
(228) University of California Berkeley
200 California Hall
Berkeley,CA94720
94-6002123 501(c)(3) 95,000       POLICY
(229) University of California Davis
One Shields Ave
Davis,CA95616
94-6036494 501(c)(3) 142,476       POLICY
(230) University of California San Diego
9500 Gilman Dr
La Jolla,CA92093
95-6006144 501(c)(3) 240,000       POLICY
(231) University of California San Diego
9500 Gilman Dr
La Jolla,CA92093
95-6006144 501(c)(3) 240,000       POLICY
(232) University of California San Francisco
513 Parnassus Ave
San Francisco,CA94143
94-6036493 501(c)(3) 240,000       POLICY
(233) University of California San Francisco
513 Parnassus Ave
San Francisco,CA94143
94-6036493 501(c)(3) 240,000       POLICY
(234) University of California San Francisco
513 Parnassus Ave
San Francisco,CA94143
94-6036493 501(c)(3) 95,000       POLICY
(235) University of California Santa Cruz
1156 High St
Santa Cruz,CA95064
94-1539563 501(c)(3) 278,600       POLICY
(236) University of Cambridge
100 Brook Hill Dr
West Nyack,NY10994
13-1599108 501(c)(3) 1,000,000       CIVIC LIFE
(237) University of Chicago
5801 S Ellis Ave
Chicago,IL60637
36-2177139 501(c)(3) 240,000       POLICY
(238) University of Delaware
104A Hullihen Hall
Newark,DE19716
51-6000297 501(c)(3) 240,000       POLICY
(239) University of Illinois
809 S Marshfield Ave
Chicago,IL60612
37-6000511 501(c)(3) 18,970       POLICY
(240) University of Massachusetts
55 Lake Ave N
Worchester,MA01655
04-3167352 STATE OF MA 240,000       POLICY
(241) University of Massachusetts
55 Lake Ave N
Worchester,MA01655
04-3167352 STATE OF MA 95,000       POLICY
(242) University of Massachusetts
55 Lake Ave N
Worchester,MA01655
04-3167352 STATE OF MA 95,000       POLICY
(243) University of Nevada Las Vegas
4505 S Maryland Pkwy
Las Vegas,NV89154
88-6000024 501(c)(3) 96,990       POLICY
(244) University of New Mexico
1312 Basehart SE
Albuquerque,NM87106
85-6000642 STATE OF NM 54,952       POLICY
(245) University of Texas at El Paso
500 W University Ave
El Paso,TX79968
74-6000203 STATE OF TX 250,000       POLICY
(246) University of Texas System
601 Colorado St
Austin,TX78701
30-0710145 STATE OF TX 240,000       POLICY
(247) University of the Arts
320 S Broad St
Philadelphia,PA19102
23-1639911 501(c)(3) 12,250,000       CIVIC LIFE
(248) University of Utah
201 Presidents Cir
Salt Lake City,UT84112
87-6000525 501(c)(3) 111,215       POLICY
(249) University of Virginia
1001 N Emmet St
Charlottesville,VA22904
54-6001796 501(c)(3) 99,498       POLICY
(250) University of Washington Foundation
407 Gerberding Hall
Seattle,WA98195
94-3079432 501(c)(3) 46,282       POLICY
(251) University of Wisconsin
702 W Johnson St
Madison,WI53715
39-0743975 501(c)(3) 240,000       POLICY
(252) University of Wyoming
1000 E University Ave
Laramie,WY82071
83-0201971 501(c)(3) 29,869       POLICY
(253) University of Wyoming
1000 E University Ave
Laramie,WY82071
83-0201971 501(c)(3) 240,000       POLICY
(254) Upstream Public Health
240 N Broadway St
Portland,OR97227
42-1579435 501(c)(3) 20,722       POLICY
(255) Virgin Unite USA
425 Lexington Ave
New York,NY10017
20-3963486 501(c)(3) 264,901       POLICY
(256) VNA Community Services
1421 Highland Ave
Abington,PA19001
23-2363504 501(c)(3) 150,000       CIVIC LIFE
(257) Washington County Government
14949 62nd St N
Stillwater,MN55082
41-6005919 STATE OF WA 99,995       POLICY
(258) Washington Wild
305 N 83rd St
Seattle,WA98103
91-1102692 501(c)(3) 20,040       POLICY
(259) Washington Wild
305 N 83rd St
Seattle,WA98103
91-1102692 501(c)(3) 47,000       POLICY
(260) West Virginia Wilderness Coalition
120 WWashington St
Lewisburg,WV24901
45-4359741 501(c)(3) 43,000       POLICY
(261) WGBH Educational Foundation
One Guest St
Boston,MA02135
04-2104397 501(c)(3) 400,000       CIVIC LIFE
(262) Whitehead Inst for Biomedical Research
9 Cambridge Ctr
Cambridge,MA02142
06-1043412 501(c)(3) 240,000       POLICY
(263) Wild Earth Society
PO Box 5284
Titusville,FL32783
16-1402497 501(c)(3) 58,218       POLICY
(264) Wild Salmon Center
721 NW 9th Ave
Portland,OR97209
94-3166095 501(c)(3) 126,402       POLICY
(265) Wilderness Society
1615 M St NW
Washington,DC20036
53-0167933 501(c)(3) 309,424       POLICY
(266) Wilderness Society
1615 M St NW
Washington,DC20036
53-0167933 501(c)(3) 95,000       POLICY
(267) Wilderness Society
1615 M St NW
Washington,DC20036
53-0167933 501(c)(3) 10,030       POLICY
(268) Wildlife Conservation Society
2300 Southern Blvd
Bronx,NY10460
13-1740011 501(c)(3) 59,862       POLICY
(269) Wildlife Conservation Society
2300 Southern Blvd
Bronx,NY10460
13-1740011 501(c)(3) 44,587       POLICY
(270) Willistown Conservation Trust
925 Providence Rd
Newtown Square,PA19073
23-2841453 501(c)(3) 200,000       CIVIC LIFE
(271) World Meeting of Families-Philadelphia
222 N 17th St
Philadelphia,PA19130
46-1237617 501(c)(3) 250,000       POLICY
(272) Wyoming Outdoor Council
262 Lincoln St
Lander,WY82520
83-0259411 501(c)(3) 50,000       POLICY
(273) Wyoming Wilderness Association
256 S Jefferson St
Sheridan,WY82801
38-3667856 501(c)(3) 60,000       POLICY
(274) Yellowstone Ecological Research Center
2048 Analysis Dr
Bozeman,MT59715
81-0544086 501(c)(3) 13,636       POLICY
(275) Yukon River Drainage Fisheries Assoc
PO Box 100498
Anchorage,AK99510
92-0135445 501(c)(3) 44,993       POLICY
(276) Yukon River Drainage Fisheries Assoc
PO Box 100498
Anchorage,AK99510
92-0135445 501(c)(3) 59,015       POLICY
(277) Aidan Montessori School
2700 27th St Nw
Washington,DC20008
52-0746156 501(c)(3) 9,878       MATCHING GIFT
(278) Alaska Wilderness League
122 C St NW
Washington,DC20001
52-1814742 501(c)(3) 8,800       MATCHING GIFT
(279) Amara Parenting and Adoption Services
3300 E Union St
Seattle,WA98122
91-0577487 501(c)(3) 7,500       MATCHING GIFT
(280) Andrew Keegan Theatre Company
PO Box 53350
Washington,DC20009
52-1828004 501(c)(3) 16,800       MATCHING GIFT
(281) Assoc for Preservation of Congressional Cemetery
1801 E St NE
Washington,DC20003
52-1071828 501(c)(3) 6,100       MATCHING GIFT
(282) Bread for the City Inc
1525 7th St NW
Washington,DC20001
52-1138207 501(c)(3) 19,450       MATCHING GIFT
(283) Brearley School
610 E 83rd St
New York,NY10028
13-1623915 501(c)(3) 12,000       MATCHING GIFT
(284) Capital Area Food Bank
4900 PR AveNE
Washington,DC20017
52-1167581 501(c)(3) 7,300       MATCHING GIFT
(285) CareView Community Church
77 S Union Ave
Lansdowne,PA19050
23-2836510 501(c)(3) 6,000       MATCHING GIFT
(286) Chevy Chase Presbyterian Church
1 Chevy Chase Cir
Washington,DC20015
23-6393377 501(c)(3) 8,500       MATCHING GIFT
(287) Congregation Rodeph Shalom
615 N Broad St
Philadelphia,PA19123
23-1365228 501(c)(3) 20,000       MATCHING GIFT
(288) Coriell Institute for Medical Research
403 Haddon Ave
Camden,NJ08103
21-0672684 501(c)(3) 7,500       MATCHING GIFT
(289) Doctors Without Borders USA Inc
333 7th Ave
New York,NY10001
13-3433452 501(c)(3) 15,760       MATCHING GIFT
(290) Downeast Rail Heritage Preservation Trail
PO Box 950
Bar Harbor,ME04609
16-1714124 501(c)(3) 30,000       MATCHING GIFT
(291) First Presbyterian Church
601 N Vermont St
Arlington,VA22203
23-6393377 501(c)(3) 14,600       MATCHING GIFT
(292) Franklin & Marshall College
PO Box 3003
Lancaster,PA17604
23-1352635 501(c)(3) 8,000       MATCHING GIFT
(293) Fresh Start Surgical Gifts
2011 Palomar Airport Rd
Carlsbad,CA92011
33-0460177 501(c)(3) 15,000       MATCHING GIFT
(294) Friendship Place
4713 Wisconsin Ave NW
Washington,DC20016
52-1925494 501(c)(3) 5,400       MATCHING GIFT
(295) George Washington University
2100 M St NW
Washington,DC20052
53-0196584 501(c)(3) 8,300       MATCHING GIFT
(296) Germantown Friends School
31 W Coulter St
Philadelphia,PA19144
05-0630018 501(c)(3) 10,922       MATCHING GIFT
(297) Global Outreach Intl Inc
PO Box 1
Tupelo,MS38802
48-1256219 501(c)(3) 5,400       MATCHING GIFT
(298) Grace Community Church
1031 N Vermont St
Arlington,VA22201
31-1767246 501(c)(3) 22,450       MATCHING GIFT
(299) Grist Magazine Inc
710 2nd Ave
Seattle,WA98104
06-1664153 501(c)(3) 14,600       MATCHING GIFT
(300) Haddonfield Friends School
47 N Haddon Ave
Haddonfield,NJ08033
35-2376046 501(c)(3) 7,500       MATCHING GIFT
(301) Home Front Inc
1880 Princeton Ave
Lawrenceville,NJ08648
22-3165145 501(c)(3) 7,500       MATCHING GIFT
(302) Hoops Sagrado Sacred Hoops
PO Box 21332
Washington,DC20009
52-2250365 501(c)(3) 23,200       MATCHING GIFT
(303) In His Image Christian Ministries
3612 Strawberry Hill Dr
Clinton,MD20735
52-2174638 501(c)(3) 8,592       MATCHING GIFT
(304) Institute for Advanced Study
Einstein Dr
Princeton,NJ08540
21-0634988 501(c)(3) 7,500       MATCHING GIFT
(305) Intl Partners Cassie Stern Memorial Inc
15437 Tindlay St
Silver spring,MD20905
55-0888960 501(c)(3) 5,350       MATCHING GIFT
(306) Jewish Rockville Outreach Congregation
11304 Old Georgetown Rd
Rockville,MD20852
20-4960168 501(c)(3) 5,042       MATCHING GIFT
(307) Joy Lutheran Church
10111 E Eagle Riv Rd
Eagle Riv,AK99577
27-0682347 501(c)(3) 12,300       MATCHING GIFT
(308) Kansas University Endowment Assoc
PO Box 928
Lawrence,KS66044
48-0547734 501(c)(3) 11,400       MATCHING GIFT
(309) Kates Club Inc
1330 W Peachtree St
Atlanta,GA30309
16-1646487 501(c)(3) 8,043       MATCHING GIFT
(310) Legion-Aires Drum and Bugle Corps
1101 Central Ave
Dubuque,IA52001
42-1057444 501(c)(3) 11,240       MATCHING GIFT
(311) Macguffin Theatre & Film Company
2030 Samson St
Philadelphia,PA19103
23-2962685 501(c)(3) 11,000       MATCHING GIFT
(312) Maret School Inc
3000 Cathedral Ave NW
Washington,DC20008
53-0211355 501(c)(3) 9,200       MATCHING GIFT
(313) McLean Presbyterian Church
1020 Balls Hill Rd
McLean,VA22101
54-0957095 501(c)(3) 13,124       MATCHING GIFT
(314) Metro Memorial Methodist Church
3401 Nebraska Avenue NW
Wash,DC20016
53-0225162 501(c)(3) 16,500       MATCHING GIFT
(315) Nantucket Cottage Hospital
57 S Prospect St
Nantucket,MA02554
04-2208869 501(c)(3) 7,500       MATCHING GIFT
(316) Natl Maritime Heritage Fdn Inc
236 Massachusetts Ave
Washington,DC20002
52-2239202 501(c)(3) 10,000       MATCHING GIFT
(317) New England Aquarium Corp
CENTRAL WHARF
BOSTON,MA02110
04-2297514 501(c)(3) 8,400       MATCHING GIFT
(318) New Vision Church
2100 Crain Highway
Bowie,MD20716
52-1951546 501(c)(3) 13,800       MATCHING GIFT
(319) North Carolina State University Fdn Inc
Campus Box 7474
Raleigh,NC27695
56-6049503 501(c)(3) 6,668       MATCHING GIFT
(320) Northwest Community Church
4100 16th St NW
Washington,DC20011
52-6074959 501(c)(3) 5,338       MATCHING GIFT
(321) Partners In Health
888 Commonwealth Ave
Boston,MA02215
22-3122804 501(c)(3) 43,350       MATCHING GIFT
(322) Planned Parenthood Assoc of Metro DC
1108 16th Street NW
Washington,DC20036
53-0204621 501(c)(3) 9,566       MATCHING GIFT
(323) Presbyterian Church in America
1020 Balls Hill Rd
McLean,VA22101
23-7366967 501(c)(3) 8,000       MATCHING GIFT
(324) Rady Children's Hospital Foundation
3020 Childrens Way
San Diego,CA92123
33-0170626 501(c)(3) 14,000       MATCHING GIFT
(325) Rockhurst University
1100 Rockhurst Rd
Kansas City,MO64110
44-0545813 501(c)(3) 6,000       MATCHING GIFT
(326) Save Our Wild Salmon Coalition
811 1st Ave
Seattle,WA98104
91-1673170 501(c)(3) 16,350       MATCHING GIFT
(327) Sexual Minority Youth Assistance League
410 7th St SE
Washington,DC20003
52-1394900 501(c)(3) 7,200       MATCHING GIFT
(328) Shrewsbury Parish Church
PO Box 187
Kennedyville,MD21645
52-1956132 501(c)(3) 7,500       MATCHING GIFT
(329) Soka Gakkai International
606 Wilshire Blvd
Santa Monica,CA90401
95-2265667 501(c)(3) 14,000       MATCHING GIFT
(330) Some Inc
71 O Street NW
Washington,DC20001
23-7098123 501(c)(3) 23,660       MATCHING GIFT
(331) St Baldricks Foundation Inc
1333 S Mayflower Ave
Monrovia,CA91016
20-1173824 501(c)(3) 9,330       MATCHING GIFT
(332) St Marys Episcopal Church
36 Ardmore Ave
Ardmore,PA19003
23-1352469 501(c)(3) 10,000       MATCHING GIFT
(333) Trinity Episcopal Church
207 W Main St
Moorestown,NJ08057
21-0634592 501(c)(3) 12,000       MATCHING GIFT
(334) United Way of Greater Philadelphia
1709 Ben Franklin Pkwy
Phila,PA19103
23-1556045 501(c)(3) 18,750       MATCHING GIFT
(335) University of California Berkeley Foundation
2080 Addison St
Berkeley,CA94720
94-6090626 501(c)(3) 5,950       MATCHING GIFT
(336) University of Maryland Foundation Inc
3300 Metzerott Rd
Adelphi,MD20783
52-1125663 501(c)(3) 19,700       MATCHING GIFT
(337) Urban Affairs Coalition
1207 Chestnut St
Philadelphia,PA19107
23-7046393 501(c)(3) 7,500       MATCHING GIFT
(338) Village Repertory Company
34 Woolfe St
Charleston,SC29403
30-0137284 501(c)(3) 7,500       MATCHING GIFT
(339) Virginia Tech Foundation Inc
902 Prices Fork Rd
Blacksburg,VA24061
54-0721690 501(c)(3) 20,200       MATCHING GIFT
(340) WAMU 885
4400 Massachusetts Ave NW
Wash,DC20016
53-0196549 501(c)(3) 5,720       MATCHING GIFT
(341) Washington Animal Rescue League
71 Oglethorpe St NW
Washington,DC20011
53-0162440 501(c)(3) 6,536       MATCHING GIFT
(342) Washington Bach Consort
1010 Vermont Ave NW
Washington,DC20005
52-1107948 501(c)(3) 6,000       MATCHING GIFT
(343) Washington College
300 Washington Avenue
Chestertown,MD21620
52-0591691 501(c)(3) 21,200       MATCHING GIFT
(344) Washington International School
3100 Macomb St NW
Washington,DC20008
52-0822077 501(c)(3) 15,000       MATCHING GIFT
(345) Wolf Trap Foundation
1645 Trap Rd
Vienna,VA22182
23-7011544 501(c)(3) 13,334       MATCHING GIFT
(346) World Vision
PO Box 9716
Federal Way,WA98063
95-1922279 501(c)(3) 5,450       MATCHING GIFT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
262
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
19
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance












Part IV
Supplemental Information. 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'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS inside and outside the United States ARE MODELED AFTER THE "EXPENDITURE RESPONSIBILITY" RULES (SEE TREAS. REG. 53.4945-5) AND ARE DESIGNED TO FULFILL THE PURPOSES OF EXPENDITURE RESPONSIBILITY, NAMELY THAT GRANT FUNDS ARE EXPENDED SOLELY FOR THEIR INTENDED CHARITABLE PURPOSE, THAT PEW RECEIVES COMPLETE REPORTS REGARDING HOW THE FUNDS WERE SPENT, AND THAT PEW IS ABLE TO PROVIDE FULL REPORTS TO THE IRS REGARDING THE GRANTED FUNDS. FIRST, to help assure that the grantee will use the grant for proper purposes, Pew conducts a pre-grant inquiry into each potential grantee, which includes diligence regarding the grantee's programs, experience, finances, management, and reputation; verification of the grantee's corporate and tax status; and a search of the U.S. Treasury DEPARTMENT OFFICE OF FOREIGN ASSET CONTROL'S (OFAC) SANCTIONS PROGRAM LISTINGS TO CONFIRM THAT THE GRANTEE is neither A KNOWN TERRORIST OR HAS TIES TO KNOWN TERRORISTS. SECOND, PEW ENTERS INTO A WRITTEN GRANT AGREEMENT WITH EACH GRANTEE, IN WHICH PEW SECURES THE GRANTEE'S COMMITMENTS: (I) TO USE THE GRANT FUNDS SOLELY FOR PURPOSES CONSISTENT WITH PEW'S TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; (II) NOT TO USE ANY GRANT FUNDS DIRECTLY OR INDIRECTLY TO SUPPORT OR OPPOSE ANY CANDIDATE FOR PUBLIC OFFICE, TO PROVIDE A BENEFIT TO ANY POLITICAL PARTY OR CANDIDATE, OR FOR ANY OTHER NONCHARITABLE PURPOSE; (III) TO MAINTAIN RECORDS OF THE GRANTEE'S RECEIPTS AND EXPENDITURES AND MAKE ITS BOOKS AND RECORDS AVAILABLE FOR REVIEW BY PEW AT REASONABLE TIMES; (IV) TO SUBMIT COMPLETE REPORTS, AT LEAST ONE PER YEAR, ON THE EXPENDITURE OF GRANT FUNDS AND PROGRESS TOWARD ACCOMPLISHING THE PURPOSES OF THE GRANT; (V) TO ALLOW PEW, AT PEW'S DISCRETION AND EXPENSE, TO CONDUCT EVALUATIONS AND AUDITS OF THE GRANTEE'S OPERATIONS, RECORDS, AND USE OF GRANT FUNDS; AND (VI) TO REPAY ANY PORTION OF THE GRANT THAT IS NOT USED FOR THE CHARITABLE PURPOSE OF THE GRANT. PEW ALSO REQUIRES EACH GRANTEE TO CERTIFY IN WRITING 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. THIRD, in accordance with the terms of the grant, Pew's grantees must submit naRRATIVE AND FINANCIAL REPORTS AT LEAST ONCE PER YEAR, AND A FINAL REPORT AT THE END OF THE GRANT TERM, DESCRIBING HOW THE GRANT FUNDS WERE SPENT AND WHAT WAS ACCOMPLISHED AND PROVIDING A REASONABLY DETAILED ACCOUNT OF THE ACTIVITIES CONDUCTED IN FURTHERANCE OF THE AGREED-UPON CHARITABLE OBJECTIVES. PEW ALSO MAY EXERCISE OVERSIGHT OVER THE GRANTEE THROUGH OTHER MEANS DESIGNED TO ENSURE ALL GRANT FUNDS ARE USED APPROPRIATELY, SUCH AS IN-PERSON SITE VISITS, MONITORING, AND EVALUATION. 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) 2014


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 Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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), 501(c)(4), and 501(c)(29) organizations 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) 2014

Schedule J (Form 990) 2014
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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1REBECCA W RIMELPRESIDENT & CEO (i)
(ii)
821,015
...............................
0
0
...............................
0
256,771
...............................
0
31,200
...............................
0
14,256
...............................
0
1,123,242
...............................
0
 
...............................
 
2HENRY B BERNSTEINSVP FINANCE, RE, & TREASURER (i)
(ii)
353,729
...............................
0
0
...............................
0
11,840
...............................
0
31,200
...............................
0
18,710
...............................
0
415,479
...............................
0
 
...............................
 
3R JAMES G MCMILLANSVP, GENERAL COUNSEL/CORP SEC (i)
(ii)
303,996
...............................
0
0
...............................
0
7,498
...............................
0
31,200
...............................
0
4,860
...............................
0
347,554
...............................
0
 
...............................
 
4MICHAEL J DAHLSVP PHILA PROG,PLANNING & EVAL (i)
(ii)
387,737
...............................
0
0
...............................
0
11,209
...............................
0
31,200
...............................
0
11,389
...............................
0
441,535
...............................
0
 
...............................
 
5JOSHUA S REICHERTEXECUTIVE VP (i)
(ii)
461,766
...............................
0
0
...............................
0
18,664
...............................
0
31,200
...............................
0
19,918
...............................
0
531,548
...............................
0
 
...............................
 
6SUSAN URAHNEXECUTIVE VP (i)
(ii)
469,052
...............................
0
0
...............................
0
18,826
...............................
0
31,200
...............................
0
13,790
...............................
0
532,868
...............................
0
 
...............................
 
7SALLY A O'BRIENSVP PHILANTHROPIC PARTNERSHIP (i)
(ii)
337,407
...............................
0
0
...............................
0
9,507
...............................
0
31,200
...............................
0
19,918
...............................
0
398,032
...............................
0
 
...............................
 
8TAMERA LUZZATTOSVP GOVERNMENT RELATIONS (i)
(ii)
299,830
...............................
0
0
...............................
0
7,000
...............................
0
31,200
...............................
0
3,487
...............................
0
341,517
...............................
0
 
...............................
 
9JANICE BOGASHSVP, CHIEF ADMIN OFFICER (i)
(ii)
319,793
...............................
0
0
...............................
0
8,422
...............................
0
29,095
...............................
0
14,272
...............................
0
371,582
...............................
0
 
...............................
 
10MELISSA SKOLFIELDSVP, COMMUNICATIONS (i)
(ii)
302,426
...............................
0
0
...............................
0
7,456
...............................
0
31,200
...............................
0
18,710
...............................
0
359,792
...............................
0
 
...............................
 
11TOM WATHENVP, Global Strategies & Ops (i)
(ii)
232,400
...............................
0
0
...............................
0
2,838
...............................
0
26,913
...............................
0
19,839
...............................
0
281,990
...............................
0
 
...............................
 
12MICHAEL CAUDELL-FEAGANVP, PROGRAMS, GOVT PERFORMANCE (i)
(ii)
223,165
...............................
0
0
...............................
0
2,838
...............................
0
24,668
...............................
0
4,729
...............................
0
255,400
...............................
0
 
...............................
 
13LISA CUTLERSNR DIRECTOR, TECHNOLOGY (i)
(ii)
180,058
...............................
0
0
...............................
0
112,475
...............................
0
24,379
...............................
0
19,742
...............................
0
336,654
...............................
0
 
...............................
 
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
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 $4,314 FOR A CAR SERVICE. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION TO THE CEO AND INCLUDED IN HER FORM W-2. AS A GENERAL MATTER, PEW DOES NOT PROVIDE FIRST-CLASS TRAVEL TO OR FOR ITS DIRECTORS, OFFICERS, OR STAFF, AND PEW PROVIDES CHARTER TRAVEL ONLY IN CASES WHERE DOING SO IS MORE EFFICIENT OR COST-EFFECTIVE THAN OTHER TRAVEL OPTIONS. SUCH A CASE AROSE IN 2014, WHEN PEW'S BOARD OF DIRECTORS MADE AN EDUCATIONAL SITE VISIT TO THE ARCTIC TO DEEPEN THE BOARD'S KNOWLEDGE AND APPRECIATION OF ENVIRONMENTAL ISSUES AFFECTING THIS REGION AND, IN TURN, TO INFORM THEIR SUBSEQUENT GRANTMAKING AND PROGRAMMATIC BUDGET DECISIONS. FOR A PORTION OF THE TRIP, THIS GROUP TRAVELED USING AN AIR CHARTER SERVICE BECAUSE DOING SO WAS LESS COSTLY AND MORE EFFICIENT THAN OTHER AIR TRAVEL OPTIONS.
FORM 990, SCHEDULE J, PART I, LINE 4A ONE INDIVIDUAL (THE Senior Director, Technology) LISTED IN PART VII, SECTION A, LINE 1A RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $94,615.
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 2014 FORM W-2.
Schedule J (Form 990) 2014

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.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) 2014
Schedule K (Form 990) 2014
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, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   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 "Yes" to 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) 2014
Schedule K (Form 990) 2014
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, 2015.
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 During the tax year, there were management contracts in effect for the financed property. These contracts met, and continue to meet, the requirements set forth in Rev. Proc. 97-13, 1997-1 C.B. 632, 5 ("Operating Guidelines for Management Contracts"). Accordingly, the management contracts did not and will not result in any private business use.
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ 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
2014
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, and James S. Pew.
FORM 990, PART VI, SECTION B, Line 11B Pew's Form 990 is thoroughly prepared and rigorously reviewed before it is filed with the IRS. After the Form 990 is internally prepared by finance department staff members, the return is reviewed by senior management, including the Interim Chief Financial Officer; the 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. Following this review, the draft Form 990 is provided to the audit committee of the Pew board of directors for a pre-filing review. A TELEPHONIC CONFERENCE CALL IS then HELD WITH THE AUDIT COMMITTEE to discuss the draft Form 990 and any significant changes or differences from the prior year's Form 990, and to respond to questions from the Audit Committee regarding the return. Participating in the call with the audit committee are: THE INDEPENDENT certified public accountants; the TREASURER; the Senior Vice President, GENERAL COUNSEL AND CORPORATE SECRETARY; THE PRESIDENT AND CEO; AND OTHER MEMBERS OF THE FINANCE DEPARTMENT. After the Form 990 has been reviewed by and discussed with the audit committee, and their feedback has been incorporated, THE return IS DISTRIBUTED TO ALL MEMBERS OF THE PEW BOARD OF DIRECTORS FOR REVIEW before THE return is filed WITH THE IRS. BOARD MEMBERS ARE ENCOURAGED TO CONTACT THE Interim Chief Financial Officer or Treasurer WITH ANY QUESTIONS.
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 and complete a form disclosing their potential conflicts. As part of this process, all Pew employees are required to complete an annual conflict of interest disclosure and certification training. 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, potential, 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 by management of affiliations with outside organizations, 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 ongoing 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 ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, AND A SEPERATE COMPENSATION ANALYSIS FOR THE ORGANIZATION'S CEO. AS PART OF THESE ANALYSES, THE INDEPENDENT COMPENSATION CONSULTANT IDENTIFIES, GATHERS, AND ANALYZES APPROPRIATE COMPARABLITY DATA UPON WHICH THE COMMITTEE AND THE FULL BOARD WILL RELY TO ASSESS THE REASONABLENESS OF THE TOTAL PROPOSED COMPENSATION (INCLUDING BENEFITS) OF THE OFFICERS, THE KEY EMPLOYEES, AND THE CEO. ONCE THE COMPENSATION ANALYSES ARE COMPLETE AND DOCUMENTED IN REPORTS, THE REPORTS ARE PROVIDED TO PEW'S BOARD FOR REVIEW AND CONSIDERATION, TOGETHER WITH WRITTEN OPINIONS FROM THE COMPENSATION CONSULTANT THAT THE PROPOSED COMPENSATION ARRANGEMENTS FOR THE OFFICERS, KEY EMPLOYEES, AND CEO ARE "REASONABLE" WITHIN THE MEANING OF TREAS. REG. 53.4958-4(B)(1)(II)(A). WITH INPUT FROM THE COMPENSATION COMMITTEE, THE FULL BOARD MAKES ANNUAL DECISIONS WITH RESPECT TO COMPENSATION FOR OFFICERS AND KEY EMPLOYEES BASED UPON THE DATA IN THE RELEVANT REPORT AND THE OPINION OF THE COMPENSATION CONSULTANT THAT THE PROPOSED COMPENSATION IS REASONABLE. THESE DECISIONS, AND THE BASIS FOR THESE DECISIONS, ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES. THE BOARD ALSO MAKES ANNUAL DECISIONS REGARDING THE PROPOSED COMPENSATION INCREASE AND RESULTING TOTAL COMPENSATION FOR THE CEO BASED ON THE BOARD'S ASSESSMENT OF THE CEO'S PERFORMANCE, THE DATA IN THE CEO REPORT, AND THE OPINION OF THE COMPENSATION CONSULTANT THAT THE PROPOSED CEO COMPENSATION IS REASONABLE. THE BOARD'S DECISION REGARDING THE CEO'S COMPENSATION, AND THE BASIS FOR ITS DECISION, ARE DOCUMENTED IN THE MINUTES. THE BOARD MEMBERS WHO VOTE ON COMPENSATION FOR OFFICERS, KEY EMPLOYEES, AND THE CEO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THESE COMPENSATION ARRANGEMENTS.
FORM 990, PART VI, SECTION C, LINEs 18 and 19 In accordance with Treas. Reg. 301.6104(d)-2, Pew's Form 1023 and copies of Pew's most recently-filed Forms 990 and 990-T, are made available to the public on Pew's website. Pew's audited financial statements and staff conflict of interest policy are also available on the organization's website. The organization does not normally make its governing documents available to the public. In accordance with Treas. Reg. 301.6104(d)-1(a)and IRS Notice 2007-45, copies of Pew's three most recent Forms 990 and 990-T are made available for inspection by the public during regular business hours at Pew's offices in Philadelphia and Washington, DC.
FORM 990, PART VIII, LINE 2B As part of its charitable mission, Pew rents 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 amount of the rental fees are set below fair market value, and included in the rental agreements' terms is the right to access and use the building's conference center space rent-free. Pew treats such rental fees as related income since the tenants' activities are substantially related to Pew's exempt purposes. Accordingly, Pew has reported such fees on the Form 990, Part VIII, Line 2B, Column (B). The expenses related to the rental 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 organizations that do not rent office space from Pew. All such organizations 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 Washington, DC AREA. PEW TREATS such revenue AS related INCOME SINCE THE ACTIVITY IS substantially RELATED TO PEW'S EXEMPT purposes. 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 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 the requirements of Pew's accountable plan.
FORM 990, Part XI, Line 9 Other changes in net assets is comprised of the following: Unrealized foreign exchange loss (166,606) Unrealized loss on interest rate swap agreements (3,022,560) Returned contributions (1,563) ---------- Total (3,190,729)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

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
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
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) 2014
Schedule R (Form 990) 2014
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 MRKT ST PHILA PA 19103
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 Glenmede Corp
 
C Corp          










Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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
 
 
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 37,880,750 FAIR VALUE
(2) THE PEW MEMORIAL TRUST

C 174,696,332 FAIR VALUE
(3) MARY ANDERSON TRUST

C 2,444,291 FAIR VALUE
(4) J HOWARD PEW FREEDOM TRUST

C 35,917,416 FAIR VALUE
(5) THE KNOLLBROOK TRUST

C 441,388 FAIR VALUE
(6) MEDICAL TRUST

C 10,695,422 FAIR VALUE
(7) MABEL PEW MYRIN TRUST

C 22,100,780 FAIR VALUE
(8) JN PEW JR CHARITABLE TRUST

C 17,314,533 FAIR VALUE
(9) PEW RESEARCH CENTER

M 230,806 FAIR VALUE
(10) PEW RESEARCH CENTER

L, M   NO CHARGE
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
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 V, Line 2 In furtherance of Pew's charitable mission, Pew engaged the Pew Research Center to conduct a survey related to Pew's Election Initiatives program. In exchange for these services, Pew paid Pew Research Center $230,806. 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) 2014
Additional Data


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