2018-04-20T11:17:37-05:00 2017-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2016-07-01 562307147 THE PEW CHARITABLE TRUSTS % LINDA BARTLETT PEWC 2155759050 2005 MARKET STreet SUITE 2800 PHILADELPHIA PA 19103 REBECCA W RIMEL President & CEO 2155759050 2018-04-19 true Frank Giardini P00532355 2155614200 38.84.128.189 23695320181105000002 2018-04-20 P E7F62A7F7A6006177238E7813C9C96659B32B1CD BDBF0EE1D329D593BE78B82C84B7AA41C6DF3E49 2016 2021-01-29 14:40:06Z REBECCA W RIMEL 2005 MARKET STREET SUITE 2800 PHILADELPHIA PA 19103 1337693434 false X WWW.PEWTRUSTS.ORG X 2002 PA Improving public policy, informing the public, and invigorating civic life. 13 12 1032 90 998852 -46870 694860174 308831757 1119550 1654543 13552439 23354662 1184344 1578157 710716507 335419119 118756786 111103336 0 0 110599511 116895481 0 100702 6238283 82172316 85620577 311528613 313720096 399187894 21699023 1223828489 1273723150 402521608 382795560 821306881 890927590 X 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. false false 211477352 43844377 IMPROVING PUBLIC POLICY. WE STUDY AND PROMOTE NONPARTISAN POLICY SOLUTIONS FOR PRESSING AND EMERGING PROBLEMS AFFECTING THE AMERICAN PUBLIC AND THE GLOBAL COMMUNITY. 39000000 39000000 INFORMING THE PUBLIC. PEW RESEARCH CENTER, OUR WASHINGTON, D.C.-BASED CHARITABLE 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. 36957548 28258959 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. 921241 Returned Grants 453227 901 E St Rental Revenue 188575 Conference Center REvenue 91500 Contract Revenue 1654543 287434900 true true false true false true false false true false true false false false true false false true false true true true false true false false false true false true true false false false false false false false false false false true false false false false true true true false false true X 385 0 true 1032 true true true true AS BE FP UK CA JA SW false false false false false false false false false false false X 13 12 true false false false false false false true true false true true true true true true true true true true false AL 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 X X LINDA BARTLETT 2025522000 901 E STREET NW WASHINGTON DC 20004 X ROBERT H CAMPBELL DIRECTOR AND BOARD CHAIR 3.0 0.0 X X 22000 0 0 J Howard Pew II DIRECTOR 3.0 0.0 X 16000 0 0 SUSAN W CATHERWOOD DIRECTOR 3.0 0.0 X 20000 0 0 JN PEW IV MD DIRECTOR (UNTIL 6/17) 3.0 0.0 X 16000 0 0 MARY CATHARINE PEW MD DIRECTOR 3.0 0.0 X 19000 0 0 R ANDERSON PEW DIRECTOR 3.0 0.0 X 20000 0 0 SANDY FORD PEW DIRECTOR 3.0 0.0 X 20000 0 0 ARISTIDES W GEORGANTAS DIRECTOR 3.0 0.0 X 21000 0 0 DORIS PEW SCOTT DIRECTOR 3.0 0.0 X 21000 0 0 JAMES S PEW DIRECTOR 3.0 0.0 X 21000 0 0 MARY GRAHAM DIRECTOR 3.0 0.0 X 9000 0 0 HENRY P BECTON JR DIRECTOR 3.0 0.0 X 9000 0 0 CHRISTOPHER JONES DIRECTOR 3.0 0.0 X 0 0 0 Rebecca W Rimel President & CEO 47.75 2.25 X X 1154058 0 53698 R JAMES G MCMILLAN SVP, GENERAL COUNSEL/CORP SEC 48.0 2.0 X 369907 0 41737 LINDA BARTLETT SVP, CFO & TREASURER 50.0 0.0 X 302095 0 52136 MICHAEL J DAHL SVP PHIL PROG, PLANNING & EVAL 50.0 0.0 X 582711 0 24029 SUSAN URAHN EVP, Chief Program Officer 50.0 0.0 X 549009 0 49079 JOSHUA S REICHERT EVP, Strategy, Dev & Prog Sup 50.0 0.0 X 517977 0 62543 JANICE BOGASH SVP, CHIEF ADMIN OFFICER 49.0 1.0 X 405598 0 43378 SALLY A O'BRIEN SVP Institutional Partnerships 48.0 2.0 X 376603 0 49323 MELISSA SKOLFIELD SVP, COMMUNICATIONS 50.0 0.0 X 355076 0 57148 TAMERA LUZZATTO SVP, GOVERNMENT RELATIONS 50.0 0.0 X 325418 0 37437 DEMING LOVE SR DIR, SOL DES (until 10/16) 50.0 0.0 X 271935 0 39732 TOM WATHEN VP, Environment Americas 50.0 0.0 X 263530 0 58866 CHRIS CONTAKES VP, Information Tech & CIO 48.0 2.0 X 250527 0 48334 MICHAEL CAUDELL-FEAGAN VP, Strategy & Operations 50.0 0.0 X 249372 0 32534 SARAH SENNO VP FINANCE & CTRL (See Schd O) 49.0 1.0 X 172533 0 53166 HENRY B BERNSTEIN SVP, FINANCE, RE (See Schd O) 0.0 0.0 X 357460 0 21910 6717809 0 725050 259 true true false HITT CONTRACTING 2900 Fairview Park Drive FALLS CHURCH VA 22042 CONSTRUCTION 2213509 MR Strategic Services 1901 L Street NW WASHINGTON DC 20036 Consulting/Lobbying 1687557 Ciber Global LLC 6363 S FIDDLERS GREEN CIRCLE GREENWOOD VILLAGE CO 80111 IT Consulting 1322326 Beacon Hill Staffing Group 152 Bowdoin St BOSTON MA 02108 Staffing 1252924 Accenture 1255 Treat Boulevard WALNUT CREEK CA 94597 Consulting 1027214 108 X 267628456 41203301 9414400 308831757 RETURNED GRANTS 900099 921241 921241 901 E ST RENTAL REVENUE 531120 453227 453227 CONFERENCE CENTER REVENUE 532000 188575 188575 CONTRACT REVENUE 900099 91500 91500 1654543 20912211 20912211 0 501 501 495124 419638 75486 0 75486 75486 1004297128 1001854677 2442451 2442451 2442451 0 0 0 0 0 0 0 0 0 PARKING REVENUE - MGMT CO 900099 1166901 998852 168049 REALIZED FOREIGN CURRENCY GAIN 900099 335135 335135 OTHER REVENUE 900099 134 134 1502170 335419119 1654543 998852 23933967 X 104270670 104270670 0 6832666 6832666 0 4958562 3537450 784562 636550 0 88645077 78911524 5768983 3964570 9092938 8084264 613380 395294 8096017 7313144 464285 318588 6102887 5411767 404071 287049 35175 26334 8841 1123636 989700 133936 423147 369107 54040 2405125 2405125 100702 100702 1574246 1574246 23896047 23505844 380003 10200 914921 817425 43601 53895 3488327 2950883 530892 6552 13781954 11378831 2398125 4998 0 5183955 4024284 1159671 8318067 7928542 147926 241599 93395 93395 3394222 3107860 140167 146195 5825175 4360992 1464183 0 9254409 6928132 2326277 524061 401214 122847 HONORARIA 572165 565298 2367 4500 PRINTING AND PUBLICATIONS 945933 871425 58249 16259 DUES AND SUBSCRIPTIONS 1794145 1629437 113376 51332 PARKING GARAGE 1221365 1221365 851107 719587 131520 313720096 287434900 20046913 6238283 7848310 245398 2886100 7958100 91220785 34090008 140634 1242581 0 0 0 0 0 0 0 0 3614230 2852043 262500895 54611438 209072880 207889457 903090783 1013130890 0 0 0 0 0 0 5954767 6314673 1223828489 1273723150 15426835 16197157 131532365 133082433 0 10533 163793037 158754743 1525500 440000 0 0 0 0 0 0 90243871 74310694 402521608 382795560 X 737192588 819440672 84114293 71486918 0 0 821306881 890927590 1223828489 1273723150 X 21699023 33972083 13949603 X false true X true false X 302195173 297706777 302012963 694845000 308831757 1905591670 0 0 302195173 297706777 302012963 694845000 308831757 1905591670 1409272137 496319533 14225167 14177983 14490032 14798377 21407836 79099395 9297 145424 154721 214264 0 110779 144710 503318 973071 1985818857 11591373 0.24993 0.25368 X 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 A PUBLICLY-SUPPORTED CHARITY 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 PERCENTAGE IS 25.00 PERCENT, WELL ABOVE THE 10 PERCENT THRESHOLD. 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'S FULL-TIME DEVELOPMENT STAFF IS ACTIVELY INVOLVED IN SEEKING FINANCIAL SUPPORT FROM DIVERSE SOURCES ON AN ONGOING BASIS AND WORKS CONSISTENTLY TO IDENTIFY AND QUALIFY MORE PROSPECTIVE DONORS AND INCREASE OUR OUTREACH TO NEW FUNDERS VIA PHILANTHROPIC NETWORKS. 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 POLICIES; PROTECT OUR OCEANS AND WILD LANDS; IMPROVE HEALTH THROUGH INVESTMENTS IN PREVENTIVE CARE; 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 77 PERCENT OF PROPOSALS INTO FULLY EXECUTED GRANTS AT THE LEVEL REQUESTED IN FISCAL YEAR 2017. 3. SOURCES OF SUPPORT. PEW IS SUPPORTED BY A DIVERSE AND REPRESENTATIVE GROUP OF DONORS. DURING FISCAL YEAR 2017, PEW RECEIVED GRANTS AND CONTRIBUTIONS FROM 49 DONORS, INCLUDING INDIVIDUALS, PUBLIC CHARITIES, PRIVATE FOUNDATIONS, AND CORPORATIONS. APPROXIMATELY 39 PERCENT OF THESE DONORS WERE NEW CONTRIBUTORS TO PEW, AND APPROXIMATELY 29 PERCENT OF THESE DONORS WERE INDIVIDUALS MAKING GIFTS OF LESS THAN $5,000. 4. REPRESENTATIVE GOVERNING BODY. PEW'S BYLAWS REQUIRE THAT AT ALL TIMES AT LEAST ONE-THIRD OF THE TOTAL DIRECTORS WILL BE CIVIC AND COMMUNITY LEADERS. 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. ALL BUT ONE OF THE MEMBERS OF THE BOARD OF DIRECTORS ARE INDEPENDENT. 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 2017, PEW RELEASED 98 RESEARCH REPORTS AND SPONSORED 72 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true true 71638 true 16999 true 29432 true 1156932 true 3785088 true 946 false 5061035 false 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. 1 11658880 6417533 186399706 true true false true X 90000000 90000000 131919418 27533139 104386279 3202627 1188005 2014622 37378850 25890294 11488556 207889457 0 DEFERRED RENT 1037198 FUNDS HELD IN DEPOSIT 50129 INTEREST RATE SWAP LIABILITY 30425891 ACCRUED PENSION PLAN OBLIGATIONS 42797476 74310694 708049763 33972083 338795562 372767645 335282118 137001 137001 335419119 299592498 -13674351 -13674351 313266849 453247 453247 313720096 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. Included in the balance is a $306,667 receivable and $133,333 in cash held for the benefit of The Pew Research Center, Pew's subsidiary. Schedule D, Part XI, Line 2d Change in beneficial interest in trusts 338,836,556 Unrealized foreign exchange loss (40,994) --------- TOTAL 338,795,562 Schedule D, Part XI, Line 4B Sub-tenant revenue, net of expenses (reclass) 73,632 Expenses related to 901 E non-501(c)(3)/like-minded tenants (reclass) (389,878) Parking Garage (reclass) 453,247 --------- TOTAL 137,001 schedule D, part xii, line 2d Unrealized gain on interest rate swap agreements (13,990,597) Sub-tenant revenue, net of expenses (reclass) (73,632) Expenses related to 901 E non-501(c)(3)/like-minded tenants (reclass) 389,878 --------- TOTAL (13,674,351) Schedule D, Part XII, Line 4b Parking - Garage (reclass) 453,247 --------- TOTAL 453,247 true East Asia and the Pacific Investments 173000 Europe (Including Iceland and Greenland) Investments 132000 East Asia and the Pacific Program Services Environmental MGMT 505300 East Asia and the Pacific 3 8 Program Services Protecting Ocean Life 2699656 East Asia and the Pacific 3 10 Program Services Wilderness Protection 723346 East Asia and the Pacific Program Services Health Impact 2872 Central America and the Caribbean Program Services Protecting Ocean Life 119081 Central America and the Caribbean Program Services Scholars and Fellows 2400 Central America and the Caribbean Program Services Environmental Mgmt 23224 Europe (Including Iceland and Greenland) Program Services Environmental Mgmt 1719426 Europe (Including Iceland and Greenland) 3 34 Program Services Protecting Ocean Life 7381651 Europe (Including Iceland and Greenland) Program Services Health Programs 69888 Europe (Including Iceland and Greenland) Program Services Health Impact 3716 Europe (Including Iceland and Greenland) 2 Program Services Partnerships & Support 143045 Middle East and North Africa Program Services Protecting Ocean Life 7396 Middle East and North Africa Program Services Environmental Mgmt 7680 Middle East and North Africa Program Services Health Programs 2969 North America Program Services Results First 4200 North America Program Services Environmental Mgmt 3000 North America Program Services Government Management 81615 North America Program Services Health Impact 34822 North America Program Services Protecting Ocean Life 96789 North America Program Services Wilderness Protection 1279 North America Program Services Scholars and Fellows 6370 South America Program Services Environmental Mgmt 87605 South America Program Services Protecting Ocean Life 612872 South America 1 2 Program Services Wilderness Protection 148387 South America Program Services Scholars and Fellows 13741 South Asia Program Services Protecting Ocean Life 67658 Sub-Saharan Africa Program Services Environmental Mgmt 3843 Sub-Saharan Africa Program Services Protecting Ocean Life 9510 Sub-Saharan Africa Program Services Health Impact 1130 Russia and the Newly Independent States Program Services Protecting Ocean Life 21398 Central America and the Caribbean Grantmaking 30530 East Asia and the Pacific Grantmaking 4306043 Europe (Including Iceland and Greenland) Grantmaking 1852268 North America Grantmaking 643825 9 54 1 2 10 56 13716650 8026885 21743535 Civic Life 210000 Central America and the Caribbean Policy 30530 WIRE East Asia and the Pacific POLICY 253939 WIRE East Asia and the Pacific POLICY 1015109 WIRE East Asia and the Pacific Policy 53641 WIRE East Asia and the Pacific POLICY 426623 WIRE East Asia and the Pacific POLICY 700800 WIRE East Asia and the Pacific POLICY 84572 WIRE East Asia and the Pacific POLICY 437110 WIRE East Asia and the Pacific POLICY 186104 WIRE East Asia and the Pacific POLICY 139310 WIRE East Asia and the Pacific POLICY 150000 WIRE East Asia and the Pacific POLICY 35653 WIRE East Asia and the Pacific POLICY 300100 WIRE East Asia and the Pacific POLICY 78830 WIRE East Asia and the Pacific POLICY 21437 WIRE East Asia and the Pacific POLICY 174510 WIRE East Asia and the Pacific POLICY 243282 WIRE North America POLICY 78535 WIRE North America POLICY 15000 WIRE North America POLICY 38344 WIRE North America POLICY 150000 WIRE North America POLICY 18641 WIRE North America POLICY 343305 WIRE Europe (Including Iceland and Greenland) POLICY 150000 WIRE Europe (Including Iceland and Greenland) POLICY 100000 WIRE Europe (Including Iceland and Greenland) POLICY 78364 WIRE Europe (Including Iceland and Greenland) POLICY 163742 WIRE Europe (Including Iceland and Greenland) POLICY 766531 WIRE Europe (Including Iceland and Greenland) POLICY 71639 WIRE Europe (Including Iceland and Greenland) POLICY 150000 WIRE Europe (Including Iceland and Greenland) POLICY 210276 WIRE Europe (Including Iceland and Greenland) POLICY 107527 WIRE Europe (Including Iceland and Greenland) MATCHING GIFT 15328 WIRE Europe (Including Iceland and Greenland) MATCHING GIFT 8861 WIRE Europe (Including Iceland and Greenland) SPONSORSHIP 25000 WIRE East Asia and the Pacific SPONSORSHIP 5023 WIRE 27 9 false false false false false false 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 MAY ALSO 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 domicile of the vendor 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 Form 990 Instructions, the amounts presented in Schedule F do not include an indirect allocation of expenditures. FORM 990, SCHEDULE F, PART II, LINE 1, COLUMN E GRANTs are reported on the accrual basis, the same method used for the audited financial statements. X X X X X true Grenzebach Glier and Associates 401 N Michigan Avenue Suite 2800 Chicago IL 60611 CONSULTING false 47345 Sullivan Company Marketing Collat 450 West 14th Street 12th Floor New York NY 10014 Preparation of Material false 53357 100702 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI true Action Wellness 1216 Arch St Philadelphia PA 19107 232446355 501(c)(3) 210000 Civic Life ADM Capital Foundation 859 Willard St Quincy MA 02169 262069322 501(c)(3) 169551 Policy ADM Capital Foundation 859 Willard St Quincy MA 02169 262069322 501(c)(3) 203136 Policy Advocates for Children and Youth Inc 1 N Charles St No 24 Baltimore MD 21201 521555895 501(c)(3) 83821 Policy AHEDD 3300 Trindle Rd Camp Hill PA 17011 232052524 501(c)(3) 163000 Civic Life Alaska Marine Conservation Council PO Box 101145 Anchorage AK 99510 920155875 501(c)(3) 107931 Policy American Conservative Union Foundation 1331 H St Washington DC 20005 521294680 501(c)(3) 351000 Policy American Conservative Union Foundation 1331 H St Washington DC 20005 521294680 501(c)(3) 1047258 Policy American National Red Cross 2025 E St NW Washington DC 20006 530196605 501(c)(3) 250000 Civic Life American National Red Cross 2025 E St NW Washington DC 20006 530196605 501(c)(3) 200000 Civic Life American National Red Cross 2025 E St NW Washington DC 20006 530196605 501(c)(3) 1000000 Civic Life American Philosophical Society 104 S 5th St Philadelphia PA 19106 231353269 501(c)(3) 300000 Civic Life Americans for Tax Reform Foundation 722 12th St NW Washington DC 20005 521400492 501(c)(3) 170206 Policy Antarctic and Southern Ocean Coalition 1320 19th St Washington DC 20036 521287282 501(c)(3) 500406 Policy Arise Media Inc 48 Pond Meadow Rd Croton NY 10520 474295795 501(c)(3) 200000 DAF Grant Arizona State University Foundation PO Box 876011 Tempe AZ 85278 866051042 501(c)(3) 252300 Policy Arizona Wilderness Coalition PO Box 40340 Tuscon AZ 85717 200412328 501(c)(3) 23386 Policy Arkansas Community Institute 2101 S Main St Little Rock AK 72206 721072223 501(c)(3) 74914 Policy Backcountry Hunters and Anglers PO Box 9257 Missoula MT 59807 201037177 501(c)(3) 39922 Policy Bethesda Project 1628-30 South St Philadelphia PA 19146 232209338 501(c)(3) 237000 Civic Life Brigham and Women's Hospital 10 Vining St Boston MA 02115 042921338 501(c)(3) 15001 Policy Broad Street Ministry 315 S Broad St Philadelphia PA 19107 202760310 501(c)(3) 227000 Civic Life California Institute of Technology 1200 E California Blvd Pasedena CA 91125 951643307 501(c)(3) 240000 Policy California State Association of Counties 1100 K St Sacramento CA 95814 946000551 501(c)(4) 44701 Policy California Wilderness Coalition PO Box 11094 Oakland CA 94611 510183228 501(c)(3) 166082 Policy Cape Cod Commercial Fishermen's Alliance 1566 Main St Chatham MA 02633 043138784 501(c)(3) 468419 Policy Career Wardrobe 1822 Spr Garden St Philadelphia PA 19130 232900156 501(c)(3) 105000 Civic Life CareLink Community Support Services 605 E Baltimore Pike Media PA 19063 371492237 501(c)(3) 147000 Civic Life CDC Foundation 55 Park Place NE Atlanta GA 30303 582106707 501(c)(3) 273532 Policy Center for Earth Energy and Democracy 2021 E Hennepin Ave Minneapolis MN 55413 452580349 501(c)(3) 15000 Policy Center for Employment Opportunities 50 Broadway New York NY 10004 133843322 501(c)(3) 250000 Civic Life Center for Practical Bioethics 1111 Main St Kansas City MO 64105 480985815 501(c)(3) 17873 Policy Center for Whale Research 355 Smugg Cove Rd Friday Harbor WA 98250 911334319 501(c)(3) 69619 Policy Child Trends 7315 Wisconsin Ave Bethesda MD 20814 132982969 501(c)(3) 526048 Policy Christ Church Preservation Trust 20 N American St Philadelphia PA 19106 200252106 501(c)(3) 200000 Civic Life Clean Energy Business Network LLC 805 15th Street NW Washington DC 20005 521801630 501(c)(6) 700000 Policy Cold Spring Harbor Laboratory 1 Bungtown Rd Cold Spring Harbor NY 11724 112013303 501(c)(3) 95000 Policy Community Growth Educational Foundation 1330 Braddock Pl Alexandria VA 22314 237204514 501(c)(3) 66395 Policy Community Initiatives 354 Pine St San Francisco CA 94104 943255070 501(c)(3) 35251 Policy Community Learning Center 2701 N Broad St Philadelphia PA 19132 232791129 501(c)(3) 115000 Civic Life Conservation Lands Foundation 835 E 2nd Ave Durango CO 81301 208924520 501(c)(3) 13375 Policy Conservation Lands Foundation 835 E 2nd Ave Durango CO 81301 208924520 501(c)(3) 72000 Policy Conservation Law Foundation 62 Summer St Boston MA 02110 046149986 501(c)(3) 150411 Policy Conservation Science Partners 11050 Pioneer Trl Truckee CA 96161 452504981 501(c)(3) 10095 Policy Conservation Science Partners 11050 Pioneer Trl Truckee CA 96161 452504981 501(c)(3) 127579 Policy Council of Juvenile Correctional Administrators 639 Granite St Braintree MA 02184 043237796 501(c)(3) 49561 Policy Council of State Governments 1776 Ave of the States Lexington KY 40511 366000818 501(c)(3) 800000 Policy Crime Victims' Center of Chester County 135 W Market St West Chester PA 19382 232039284 501(c)(3) 163000 Civic Life Dana-Farber Cancer Institute 450 Brookline Ave Boston MA 02115 042263040 501(c)(3) 240000 Policy Delaware County Community College Education Fdtn 901 S Media Line Rd Media PA 19063 232143790 501(c)(3) 100000 Civic Life Delaware County Women Against Rape 204 South Ave Media PA 19063 232011721 501(c)(3) 95000 Civic Life Depaul USA PO BOX 756 CHICAGO IL 60690 352338110 501(c)(3) 90000 Civic Life Domestic Violence Center of Chester County PO Box 832 West Chester PA 19381 222606511 501(c)(3) 121000 Civic Life Drexel University 3201 Arch St Philadelphia PA 19104 231352630 501(c)(3) 160000 Civic Life Drexel University 3201 Arch St Philadelphia PA 19104 231352630 501(c)(3) 199000 Civic Life Drueding Center 413 W Master St Philadelphia PA 19122 231532883 501(c)(3) 150000 Civic Life Ducks Unlimited 1 Waterfowl Way Memphis TN 38120 135643799 501(c)(3) 8519597 Policy Earthjustice 50 California St San Francisco CA 94111 941730465 501(c)(3) 570371 Policy Esperanza Health Center 4417 N 6th St Philadelphia PA 19140 232480701 501(c)(3) 170000 Civic Life Face to Face 109 E Price St Philadelphia PA 19144 232862064 501(c)(3) 120000 Civic Life Family Services 3125 Ridge Pike Norristown PA 19403 231352361 501(c)(3) 180000 Civic Life Farallon Institute 101 H St Petaluma CA 94952 260467490 501(c)(3) 90000 Policy Fins Attached Marine Research and Conservation 19675 Still Glen Dr CO Springs CO 80908 273567356 501(c)(3) 150000 Policy Florida Wildlife Federation PO Box 6870 Tallahassee FL 32314 591398265 501(c)(3) 295829 Policy Food Animal Concerns Trust 3525 W Peterson Ave CHICAGO IL 60659 363172605 501(c)(3) 126903 Policy Foundation Center 32 Old Slip New York NY 10005 131837418 501(c)(3) 180000 Civic Life Foundation for the NIH 9650 Rockville Pike Bethesda MD 20814 521986675 501(c)(3) 99750 Policy Fred Hutchinson Cancer Research Center 1100 Fairview Ave 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of MI 23502 Policy Minnesota Dental Therapy Association 18946 Excalibur Trl Farmington MN 55024 463846867 501(c)(3) 81210 Policy Montana Wilderness Association 107 W Lawrence Helena MT 59601 510198932 501(c)(3) 96626 Policy Montana Wildlife Federation 5530 N Montana Ave Helena MT 59602 810303948 501(c)(3) 25664 Policy Montgomery County Community College Foundation 340 Dekalb Pike Blue Bell PA 19422 232253031 501(c)(3) 100000 Civic Life Nashville Civic Design Center 138 2nd Ave N Nashville TN 37201 311743508 501(c)(3) 75000 Policy National Association of Boards of Pharmacy 1600 Feehanville Dr Mt Prospect IL 66014 361520565 501(c)(3) 134360 Policy National Audubon Society 225 Varick St New York NY 10014 131624102 501(c)(3) 43092 Policy National Audubon Society 225 Varick St New York NY 10014 131624102 501(c)(3) 60198 Policy National Audubon Society 225 Varick St New York NY 10014 131624102 501(c)(3) 58034 Policy National Center for State Courts 300 Newport Ave Williamsburg VA 23185 520914250 501(c)(3) 146759 Policy National Conference of State Legislatures 7700 E First Place Denver CO 80230 840772595 GOVT. INSTRMNT. 1451626 Policy National Conference of State Legislatures 7700 E First Place Denver CO 80230 840772595 GOVT. INSTRMNT. 375000 Policy National Dental Association 6411 Ivy Lane Greenbelt MD 20770 540315311 501(c)(3) 15000 Policy National Parks Conservation Association 777 6th St NW Washington DC 20001 530225165 501(c)(3) 688962 Policy National Wildlife Federation 11100 Wildlife Ctr Dr Reston VA 20190 530204616 501(c)(3) 45093 Policy Native American Rights Fund 1506 Broadway Boulder CO 80302 840611876 501(c)(3) 120554 Policy Neb Appleseed Center for Law in the Public Int 941 O St Lincoln NE 69609 470798343 501(c)(3) 25005 Policy New Mexico Wilderness Alliance PO Box 25464 Albuquerque NM 50464 850457916 501(c)(3) 23045 Policy New Mexico Wilderness Alliance PO Box 25464 Albuquerque NM 50464 850457916 501(c)(3) 51107 Policy New Mexico Wildlife Federation 121 Cardenas Dr Albuquerque NM 87108 850160947 501(c)(3) 37499 Policy New Mexico Wildlife Federation 121 Cardenas Dr Albuquerque NM 87108 850160947 501(c)(3) 30180 Policy New York University 105 E 17th St New York NY 10003 135562308 501(c)(3) 240000 Policy New York University Medical Center 1 Park Ave New York NY 10016 135562308 501(c)(3) 240000 Policy New York University Medical Center 1 Park Ave New York NY 10016 135562308 501(c)(3) 95000 Policy New York University Medical Center 1 Park Ave New York NY 10016 135562308 501(c)(3) 27075 Policy North West Portland Area Indian Health BRD 2121 SW Broadway Portland OR 97201 930718154 501(c)(3) 82824 Policy Northwestern University 633 Clark St Evanston IL 60208 362167817 501(c)(3) 240000 Policy Ocean Conservancy 1300 19th St Washington DC 20036 237245152 501(c)(3) 150000 Policy Ocean Conservancy 1300 19th St Washington DC 20036 237245152 501(c)(3) 29929 Policy Ocean Foundation 1320 19th St NW Washington DC 20036 710863908 501(c)(3) 24081 Policy Ocean Foundation 1320 19th St NW Washington DC 20036 710863908 501(c)(3) 473101 Policy Oceana 1350 Connecticut Ave NW Wasington DC 20036 510401308 501(c)(3) 73954 Policy One Voice 1072 W Lynch St Jackson MS 39203 953900124 501(c)(3) 74991 Policy Oregon Natural Desert Association 50 SW Bond St Bend OR 97702 943098621 501(c)(3) 44103 Policy Oregon Natural Desert Association 50 SW Bond St Bend OR 97702 943098621 501(c)(3) 78568 Policy Pelican Institute for Public Policy 643 Magazine St New Orleans LA 70130 261704791 501(c)(3) 60000 Policy Penn Foundation Inc 807 Lawn Ave Sellersville PA 18960 010760254 501(c)(3) 180000 Civic Life Pew Research Center 1615 L ST NW STE 800 Washington DC 20036 200881724 501(c)(3) 9000000 Information Pew Research Center 1615 L ST NW STE 800 Washington DC 20036 200881724 501(c)(3) 30000000 Information Pfleger Institute of Environmental Research 2549 Eastbluff Dr Newport Beach CA 92660 330735400 501(c)(3) 126163 Policy Philabundance 3616 S Galloway St Philadelphia PA 19148 232290505 501(c)(3) 162000 Civic Life Philadelphia Local Initiatives Support Corporation 718 Arch St Philadelphia PA 19106 133030229 501(c)(3) 180000 Civic Life Planned Parenthood Federation of America 123 William St New York 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Policy University of Massachusetts 333 South St Shrewsbury MA 01545 043167352 State of MA 240000 Policy University of Minnesota 100 Church St SE Minneapolis MN 55455 416007513 State of MN 240000 Policy University of Minnesota 100 Church St SE Minneapolis MN 55455 416007513 State of MN 734803 Policy University of Pennsylvania 3451 Walnut St Philadelphia PA 19104 231352685 501(c)(3) 240000 Policy University of the Arts 320 S Broad St Philadelphia PA 19102 231639911 501(c)(3) 12137000 Civic Life University of the Arts 320 S Broad St Philadelphia PA 19102 231639911 501(c)(3) 27771 Policy University of Utah 201 Presidents Cir Salt Lake City UT 84112 876000525 State of UT 240000 Policy University of Washington Box 359505 Seattle WA 98195 916001537 501(c)(3) 150000 Policy University of Wisconsin-Madison 500 Lincoln Dr Madison WI 53706 396006492 State of WI 240000 Policy Urban Institute 2100 M St NW Washington DC 20037 520880375 501(c)(3) 226457 Policy Vanderbilt University 211 Kirkland Hall 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530167933 501(c)(3) 28489 Policy Wilderness Society 1615 M St NW Washington DC 20036 530167933 501(c)(3) 243050 Policy Wilderness Society 1615 M St NW Washington DC 20036 530167933 501(c)(3) 61710 Policy Wildlands Network 1402 3rd Ave Seattle WA 98101 161402497 501(c)(3) 60959 Policy Wildlife Conservation Society 2300 Southern Blvd Bronx NY 10460 131740011 501(c)(3) 45584 Policy Wistar Institute 3601 Spruce St Philadelphia PA 19104 236434390 501(c)(3) 1000000 Civic Life Women Against Abuse 100 S Broad St Philadelphia PA 19101 231984838 501(c)(3) 200000 Civic Life Women's Opportunities Resource Center 2010 Chestnut St Philadelphia PA 19103 232741508 501(c)(3) 200000 Civic Life World Wildlife Fund 1250 24th St NW Washington DC 20037 521693387 501(c)(3) 766763 Policy Wyoming Outdoor Council 262 Lincoln Lander WY 82520 830259411 501(c)(3) 12782 Policy Wyoming Outdoor Council 262 Lincoln Lander WY 82520 830259411 501(c)(3) 39870 Policy Wyoming Wilderness Association PO Box 6588 Sheridan WY 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19500 Matching Gift Ambassadors for Jesus 12145 Braddock Road Fairfax VA 22030 452965388 501(c)(3) 6000 Matching Gift American University - WAMU 885 4400 Mass Ave NW Washington DC 20016 530196549 501(c)(3) 8416 Matching Gift Babson College 231 Forest St Babson Park MA 02457 042103544 501(c)(3) 7500 Matching Gift Brearley School 610 E 83rd St New York NY 10028 131623915 501(c)(3) 12000 Matching Gift Campus Crusade for Christ Inc 100 Lake Hart Drive Orlando FL 32832 956006173 501(c)(3) 7000 Matching Gift Capital Area Food Bank 4900 Puerto Rico Ave Washington DC 20017 521167581 501(c)(3) 7980 Matching Gift CareView Community Church 77 S Union Ave Lansdowne PA 19050 232836510 501(c)(3) 9000 Matching Gift Carleton College 1 North College Street Northfield MN 55057 410694747 501(c)(3) 13800 Matching Gift Catalogue for Philanthropy Greater Washington 1899 L Street NW Washington DC 20036 205494704 501(c)(3) 8600 Matching Gift Centreville Baptist Church 15100 Lee Hwy Centreville NY 20120 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811818317 501(c)(3) 18750 Matching Gift Davidson College PO Box 7162 Davidson NC 28035 560529961 501(c)(3) 6000 Matching Gift DC Metro Church 1100 N Fayette St Alexandria VA 22314 208686558 501(c)(3) 14324 Matching Gift Delaware Valley Torah Institute 31 Maple Ave Cherry Hill NJ 08002 223689784 501(c)(3) 15000 Matching Gift Doctors Without Borders USA 333 7th Ave New York NY 10001 133433452 501(c)(3) 8250 Matching Gift Doctors Without Borders USA 333 7th Ave New York NY 10001 133433452 501(c)(3) 11950 Matching Gift Downeast Rail Heritage Preservation Trust 109 Main Street Bar Harbor ME 04609 161714124 501(c)(3) 50000 Matching Gift Dumbarton United Methodist Church 1410 Leggett Dr Biloxi MS 39530 640920498 501(c)(3) 6000 Matching Gift First Presbyterian Church of Lower Merion 1321 Beaumont Dr Gladwyne PA 19035 236393377 501(c)(3) 7080 Matching Gift Foundation for Students Rising Above PO Box 29174 San Francisco CA 94129 810615887 501(c)(3) 7500 Matching Gift Gettysburg College 300 N 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501(c)(3) 16400 Matching Gift International Rescue Committee 122 E 42nd St New York NY 10168 135660870 501(c)(3) 7625 Matching Gift International Rescue Committee 122 E 42nd St New York NY 10168 135660870 501(c)(3) 7036 Matching Gift Joy Lutheran Church 10111 E eagle Riv Rd Eagle Riv AK 99577 270682347 501(c)(3) 18000 Matching Gift Kansas University Endowment Association PO Box 928 Lawrence KS 66044 480547734 501(c)(3) 17050 Matching Gift Livingstone College 701 West Monroe Street Salisbury NC 28144 560603922 501(c)(3) 6000 Matching Gift Marine Corps Scholarship Foundation Inc 909 Washington Street Alexandria VA 22314 221905062 501(c)(3) 17000 Matching Gift McLean Presbyterian Church 1020 Balls Hill Rd McLean VA 22101 237366967 501(c)(3) 17440 Matching Gift Metropolitan Memorial Methodist Church 3401 Nebraska Ave NW Washington DC 20016 530225162 501(c)(3) 6600 Matching Gift Miracle City Church 100 S Rock Glen Ave Baltimore MD 21229 753225617 501(c)(3) 19600 Matching Gift Miriam's Kitchen 2401 Virginia Ave NW Washington DC 20037 521331552 501(c)(3) 9717 Matching Gift Monell Chemical Senses Center 3500 Market St Philadelphia PA 19104 232020897 501(c)(3) 10750 Matching Gift National Community Church 202 F St NE Washington DC 20002 521900679 501(c)(3) 8000 Matching Gift New Life Bible Fellowship Church 2960 W Philadelphia Ave Oley PA 19547 232132408 501(c)(3) 6000 Matching Gift Planned Parenthood Asscn of Metropolitan Wash DC 1201 New York Ave Washington DC 20036 530204621 501(c)(3) 11490 Matching Gift Planned Parenthood Federation of America 123 William Street New York NY 10038 131644147 501(c)(3) 9564 Matching Gift Planned Parenthood of New Jersey 196 Speedwell Ave Morristown NJ 07960 221643997 501(c)(3) 7500 Matching Gift PTA Oregon Congress 4506 SE Belmont Portland OR 97215 930391598 501(c)(3) 7770 Matching Gift Sailors for the Sea Inc 449 Thames Street Newport RI 02840 510506943 501(c)(3) 17657 Matching Gift Saints Constantine and Helen Greek Orthodox Church 30 Malvern Ave Richmond VA 23221 540552601 501(c)(3) 19324 Matching Gift Save Our Wild Salmon Coalition 811 1st Ave Seattle WA 98104 911673170 501(c)(3) 5250 Matching Gift Sheridan School 4400 36th St NW Washington DC 20008 536019409 501(c)(3) 9000 Matching Gift Soka Gakkai International-USA 606 Wilshire Blvd Santa Monica CA 90401 952265667 501(c)(3) 10200 Matching Gift Some Inc 71 O Street NW Washington DC 20001 237098123 501(c)(3) 8305 Matching Gift Southern Poverty Law Center Inc PO Box 548 Montgomery AL 36104 630598743 501(c)(3) 6460 Matching Gift St Mary's Episcopal Church 36 Ardmore Ave Ardmore PA 19003 231352469 501(c)(3) 12000 Matching Gift The Bement School PO Box 8 Deerfield MA 01342 042234135 501(c)(3) 20192 Matching Gift THE LIGHTHOUSE FOR ALL NATIONS 2020 Airp Indus Park Dr Marietta GA 30060 274934555 501(c)(3) 15886 Matching Gift Trinity Episcopal Church 207 W Main St Moorestown NJ 08057 210634592 501(c)(3) 7200 Matching Gift University of Virginia Alumni Association PO Box 400314 Charlottesville VA 22904 540485595 501(c)(3) 5050 Matching Gift Village Repertory Company 34 Woolfe Street Charleston SC 29403 300137284 501(c)(3) 7500 Matching Gift Washington Bach Consort 1010 Vermont Avenue Washington DC 20005 521107948 501(c)(3) 6000 Matching Gift Washington College 300 Washington Ave Chestertown MD 21620 520591691 501(c)(3) 15000 Matching Gift Wellesley College 106 Central Street Wellesley MA 02481 042103637 501(c)(3) 10500 Matching Gift WGBH Educational Foundation One Guest Street Boston MA 02135 042104397 501(c)(3) 9086 Matching Gift Wild Whatcom PO Box 4457 Bellingham WA 98227 900791289 501(c)(3) 6200 Matching Gift Willowell Foundation Inc PO Box 314 Bristol VT 05443 030366363 501(c)(3) 6000 Matching Gift Wolf Trap Foundation for the Performing Arts 1645 Trap Rd Vienna VA 22182 237011544 501(c)(3) 15800 Matching Gift Woodmere Art Museum 9201 Germantown Ave Philadelphia PA 19118 231381459 501(c)(3) 31500 Matching Gift Woods Hole Oceanographic Institution 569 Woods Hole Road Woods Hole MA 02543 042105850 501(c)(3) 30000 Matching Gift World Vision PO Box 9716 Federal Way WA 98063 951922279 501(c)(3) 6136 Matching Gift Antarctic and Southern Ocean Coalition 1320 19th St NW Washington DC 20036 521287282 501(c)(3) 17129 Sponsorship Center for Disease Dynamics Economics Policy 1400 Eye St NW Washington DC 20005 273235008 501(c)(3) 15000 Sponsorship Consumer Federation of America 1620 I Street NW Washington DC 20006 520880625 501(c)(3) 10000 Sponsorship Council of State Chambers of Commerce 515 King St Alexandria VA 22314 350827885 501(c)(6) 25000 Sponsorship Foundation Merieux USA 1211 Connecticut Ave Washington DC 20036 460698754 501(c)(3) 5064 Sponsorship John Jay College Foundation 524 W 59th St New York NY 10019 133683676 501(c)(3) 7500 Sponsorship National Academy of Sciences 2101 Constitution Ave Washington DC 20418 530196932 501(c)(3) 25000 Sponsorship National Congress of American Indians 1516 P St NW Washington DC 20005 530210846 501(c)(4) 15000 Sponsorship National Council for Behavioral Health 1400 K ST NW Washington DC 20005 237092671 501(c)(3) 20000 Sponsorship National Lieutenant Governors Association 71 Cavalier Blvd Florence KY 41042 611227811 501(c)(3) 10000 Sponsorship 287 4 FOrM 990, Schedule I, Part I, Line 2 and Part II PEW'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS inside the United States by unrelated organizations 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 MAY ALSO 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. Pew makes various matching gifts throughout the year. Matching gifts to organizations in excess of $5,000 are reported on Schedule I, Part II. Matching gifts are administered by a third party that ensures gifts are made only to section 501(c)(3) organizations (except for private nonoperating foundations). Pew does not require recipients of matching gifts to report on the use of these funds. X X true true X X X X X X true true false false false false false true false Rebecca W Rimel President & CEO 885580 268478 31800 21898 1207756 R JAMES G MCMILLAN SVP, GENERAL COUNSEL/CORP SEC 344920 24987 31800 9937 411644 LINDA BARTLETT SVP, CFO & TREASURER 281606 20489 31800 20336 354231 MICHAEL J DAHL SVP PHIL PROG, PLANNING & EVAL 149408 433303 20240 3789 606740 SUSAN URAHN EVP, Chief Program Officer 521507 27502 31800 17279 598088 JOSHUA S REICHERT EVP, Strategy, Dev & Prog Sup 482769 35208 31800 30743 580520 JANICE BOGASH SVP, CHIEF ADMIN OFFICER 381778 23820 31800 11578 448976 SALLY A O'BRIEN SVP Institutional Partnerships 353206 23397 31800 17523 425926 MELISSA SKOLFIELD SVP, COMMUNICATIONS 331416 23660 31800 25348 412224 TAMERA LUZZATTO SVP, GOVERNMENT RELATIONS 301236 24182 31800 5637 362855 DEMING LOVE SR DIR, SOL DES (until 10/16) 143947 127988 19585 20147 311667 TOM WATHEN VP, Environment Americas 257082 6448 30407 28459 322396 CHRIS CONTAKES VP, Information Tech & CIO 248983 1544 27248 21086 298861 MICHAEL CAUDELL-FEAGAN VP, Strategy & Operations 244135 5237 28215 4319 281906 SARAH SENNO VP FINANCE & CTRL (See Schd O) 167050 4400 1083 21420 31746 225699 HENRY B BERNSTEIN SVP, FINANCE, RE (See Schd O) 357460 21910 379370 FORM 990, SCHEDULE J, PART I, LINE 1A AS PART OF HER EMPLOYMENT CONTRACT NEGOTIATED WITH THE BOARD OF DIRECTORS, THE CEO WAS REIMBURSED $4,050 FOR A CAR SERVICE and $3,290 for legal services. THese BENEFITs Were 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 FOR ITS DIRECTORS, OFFICERS, OR STAFF. IN THE CASE OF AIR TRAVEL FOR PEW BUSINESS, PEW PROVIDES COACH CLASS ACCOMMODATIONS IF THE TOTAL FLIGHT TIME OF ALL TRAVEL SEGMENTS IS LESS THAN SIX HOURS. IF TOTAL FLIGHT TIME EXCEEDS SIX HOURS FOR AIR TRAVEL FOR PEW BUSINESS, PEW PROVIDES ITS BOARD MEMBERS WITH INTERMEDIATE/BUSINESS CLASS FLIGHT ACCOMMODATIONS. IF BUSINESS CLASS IS NOT AVAILABLE FOR ANY SEGMENT OF A TRIP FOR WHICH TOTAL FLIGHT TIME EXCEEDS SIX HOURS, PEW PROVIDES FIRST CLASS ACCOMMODATIONS AND DOES NOT TREAT THE COST OF THE UPGRADE AS TAXABLE INCOME. DURING THE CALENDAR YEAR, THREE DIRECTORS WERE PROVIDED WITH FIRST CLASS AIR TRAVEL FOR ONE OR MORE SEGMENTS OF PEW BUSINESS TRIPS INVOLVING MORE THAN SIX HOURS OF FLIGHT TIME BECAUSE BUSINESS CLASS ACCOMMODATIONS WERE NOT AVAILABLE. FORM 990, SCHEDULE J, PART I, LINE 4A Three individuals listed in Part VII, Section A, Line 1A received severance payments. The Senior Vice President, Finance and Real Estate Services received a severance payment of $357,460, The Senior Vice President, Philadelphia Program, Planning and Evaluation received a severance payment in the amount of $397,500, and the Senior Director, Solution Design and Delivery received a severance payment in the amount of $110,158. 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) of the Internal Revenue Code FOR THE CEO, who vested in the plan benefit IN 2012. THE ANNUAL ACCRUAL ($224,850) WAS INCLUDED ON HER 2016 FORM W-2. FORM 990, SCHEDULE J, PART I, LINE 7 NUMEROUS STAFF THROUGHOUT THE ORGANIZATION, INCLUDING ONE FORMER OFFICER, RECEIVED ADDITIONAL RESPONSIBILITY AWARDS. ALL OF THE AWARDS WERE CALCULATED IN ACCORDANCE WITH A WRITTEN POLICY WHICH INCLUDES A FORMULA FOR THE AWARDS AND LIMITS EACH AWARD TO A MAXIMUM AMOUNT. A District of Columbia 536001131 2548392M4 2008-03-26 180000000 SEE PART VI false false false A 0 0 180436751 0 0 0 0 0 900000 179536751 0 0 2009 false false false false A false true true true false 0 false false false false A false true true false 0 false 0 false false A false 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 accrued interest. 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 the applicable revenue procedure. Accordingly, the management contracts did not and will not result in any private business use. X 14 9414400 FMV false true false Schedule M, Line 9 As per IRS instructions, Pew treats each gift of multiple shares of a single security as a single contribution and does not treat each individual share as a separate contribution. Form 990, Part IV, lines 12A and 12B the pew charitable trusts and its subsidiary, pew research center (together "the organization") meet the U.S. Generally Accepted Accounting Principles requirements for consolidation. The organization received an unqualified audit opinion on its consolidated financial statements for the fiscal year. FORM 990, PART VI, SECTION A, LINE 2 A family relationship exists between Sandy Ford Pew and R. Anderson Pew. 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, and James S. Pew. A business relationship exists between Rebecca. W. Rimel and Henry P. Becton, Jr. A business relationship exists between Rebecca. W. Rimel and Christopher Jones. 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 Chief Financial Officer, Senior Vice President and Treasurer; Senior Vice President, General Counsel and Corporate Secretary; and the President and CEO; as well as outside independent certified public accountants and outside legal counsel. 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 Chief Financial Officer, Senior Vice President and 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 Chief Financial Officer, Senior Vice President and 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 officers, directors, and staff. 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 all 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 staff conflict of interest policy 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 SEPARATE 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 BASES 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 COMPENSATION 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 is made available to the public on Pew's website, together with copies of Pew's most recently-filed Forms 990 and 990-T. 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 VII, Section A, line 1a Sarah Senno, current Vice President, Finance and Controller, served as interim treasurer during February and March 2016. Henry B. Bernstein, former Senior Vice President, Finance and Real Estate, terminated effective December 31, 2015 and received final payment of compensation in January 2016. FORM 990, PART VIII, LINE 2B As part of its charitable mission, Pew rents certain office space in 901 E Street, NW, WAshington, DC to entities which are exempt from federal income tax 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 use the building's conference center space at no additional charge. Pew treats such rents as related income since the tenants' activities are substantially related to Pew's exempt purposes. Accordingly, Pew has reported such rents 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 are exempt from federal income tax under IRC section 501(C)(3) and do not rent office space from Pew. THE SPACE IS MADE AVAILABLE to these section 501(C)(3) organizations 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 IRC Section 512(b) and Treas. Reg. 1.514(b)-1(b)(1)(ii), this revenue, net of related expenses, is excluded from unrelated business income, and 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 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, as allowed under IRC section 512(b) and Treas. Reg. 1.514(b)-1(b)(1)(ii), this revenue, net of related expenses, is excluded from unrelated business income, and 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 by that organization 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 AS PART OF ITS PROGRAM SERVICES, PEW HOSTS MANY EDUCATIONAL CONFERENCES THAT ARE WIDELY ATTENDED BY MEMBERS OF THE GENERAL PUBLIC AND BY INTERESTED PARTIES, INCLUDING REPRESENTATIVES FROM GRANTEES, MISSION-ALIGNED NONPROFIT ORGANIZATIONS, AND GOVERNMENTAL BODIES. PERIODICALLY PEW PAYS FOR TRAVEL, LODGING, AND FOOD FOR CONFERENCE PARTICIPANTS, INCLUDING GOVERNMENT OFFICIALS. PEW HAS IMPLEMENTED ROBUST POLICIES AND PROCESSES TO ENSURE THAT EXPENSES PAID FOR BY PEW THAT ARE ATTRIBUTABLE TO ATTENDEES, INCLUDING GOVERNMENT OFFICIALS, COMPLY WITH APPLICABLE GIFTS AND ETHICS LAWS AND THE IRS ACCOUNTABLE PLAN RULES. FORM 990, Part XI, Line 9 Other changes in net assets is comprised of the following: Unrealized foreign exchange loss (40,994) Unrealized gain on interest rate swap agreements 13,990,597 ---------- Total 13,949,603 Pew Research Center 1615 L Street NW Washington DC 20036 200881724 Research PA 501(c)(3) 7 PEW true The Pew Memorial Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236234669 Support Pew PA 501(c)(3) 12D-III-O PEW true Mary Anderson Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236234670 Support Pew PA 501(c)(3) 12D-III-O PEW true J Howard Pew Freedom Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236234671 Support Pew PA 501(c)(3) 12D-III-O PEW true JN Pew Jr Charitable Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236299309 Support Pew PA 501(c)(3) 12D-III-O PEW true The Knollbrook Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236407577 Support Pew PA 501(c)(3) 12D-III-O PEW true Medical Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 232131641 Support Pew PA 501(c)(3) 12D-III-O PEW true Mabel Pew Myrin Trust C/O Glenmede 1650 Market St Philadelphia PA 19103 236234666 Support Pew PA 501(c)(3) 12D-III-O PEW true false true true false false false false false false false false true false true true false true true false PEW RESEARCH CENTER B 39000000 FAIR VALUE THE PEW MEMORIAL TRUST C 177410709 FAIR VALUE MARY ANDERSON TRUST C 2451228 FAIR VALUE J HOWARD PEW FREEDOM TRUST C 36467923 FAIR VALUE THE KNOLLBROOK TRUST C 442408 FAIR VALUE MEDICAL TRUST C 10848782 FAIR VALUE MABEL PEW MYRIN TRUST C 22436535 FAIR VALUE JN PEW JR CHARITABLE TRUST C 17570871 FAIR VALUE PEW RESEARCH CENTER L, N, NO CHARGE PEW RESEARCH CENTER Q 2040489 FAIR VALUE PEW RESEARCH CENTER R 1235000 FAIR VALUE FORM 990, Schedule R, Part V, Line 2 Pew employees provide administrative support services, including fundraising, accounting, human resources, facilities management, and technology services to Pew Research Center at no charge. Form 990, Schedule R, Part III and IV At no point during the tax year did more than half of the members of Pew's Board of Directors own more than half of the voting shares of Glenmede Corporation. Thus, The Glenmede Corporation and its subsidiaries, The Glenmede Trust Company, N.A. and Glenmede Investment Management, are no longer considered related organizations reportable on Schedule R.