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Pew Charitable Trusts Organization Name provided in the GuideStar Exchange* as of 12/13/2013: Pew Charitable Trusts

Organization Name as listed in the IRS Business Master File as of 09/08/2014: PEW CHARITABLE TRUSTS

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Philadelphia, PA
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GuideStar Summary

&1002;                GuideStar Exchange Committed to transparency ?
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&1002; Registered with IRS Legitimacy information is available
&1002; Evidence of Impact Expert Reviews available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2013, 2012, and 2011 Forms 990 filed with the IRS
&1002; Mission Objectives Mission Statement is available
&1002; Impact Summary Impact Summary from the nonprofit is not available
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Basic Organization Information

Pew Charitable Trusts Organization Name provided in the GuideStar Exchange* as of 12/13/2013: Pew Charitable Trusts

Organization Name as listed in the IRS Business Master File as of 09/08/2014: PEW CHARITABLE TRUSTS

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
Physical Address: Philadelphia, PA 19103 
EIN: 56-2307147
Web URL: www.pewtrusts.org 
NTEE Category: T Philanthropy, Voluntarism, and Grantmaking
T90 Named Trusts/Foundations N.E.C.
C Environmental Quality Protection, Beautification
W Public, Society Benefit
Ruling Year: 2003 


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Mission Statement

Pew has three overarching areas of interest: Improving public policy. We study and promote nonpartisan policy solutions for pressing and emerging problems affecting the American public and the global community. Informing the public. The 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. Stimulating civic life. We support national initiatives that encourage civic participation. In our hometown of Philadelphia, we support organizations that create a thriving arts and culture community and institutions that enhance the well-being of the region’s neediest citizens

Legitimacy Information

This organization is registered with the IRS.

This organization is required to file an IRS Form 990 or 990-EZ.

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Annual Revenue & Expenses (GuideStar Exchange,
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December 2013)

Fiscal Year Starting: July 1, 2011
Fiscal Year Ending: June 30, 2012

Total Revenue $588,676,815
Total Expenses $289,173,337

Revenue & Expenses (GuideStar Exchange,
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December 2013)

Fiscal Year Starting: July 1, 2011
Fiscal Year Ending: June 30, 2012

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Balance Sheet (IRS Form 990)

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Forms 990 Received from the IRS Additional Information
IRS Form 990 is an annual document used by approximately one-third of all public charities to report information about their finances and operations to the federal government. GuideStar uses data from Form 990 to populate its database with financial information about nonprofit organizations. Posting Form 990 images on the GuideStar website is an ongoing process.

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Forms 990 Provided by the Nonprofit

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Financial Statements

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Annual Reports

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Leadership (GuideStar Exchange,
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December 2013)

Ms. Rebecca Rimel

Term:

Since Apr 1994

Profile:

Rebecca W. Rimel President & Chief Executive Officer During Rebecca Rimel's tenure, the Trusts' work has concentrated on results-oriented, strategic philanthropy. The Trusts, under her leadership, has augmented its national programs while maintaining a significant presence in its home city. Through the work of its grantee partners, The Pew Charitable Trusts has earned a reputation as a fact-based, non-partisan broker of innovative ideas and solutions promoting the public interest. Prior to joining the Trusts, Rebecca Rimel had built an exemplary career in health care, specifically in the field of nursing. From 1981 through 1983, she was assistant professor in the Department of Neurosurgery at the University of Virginia Hospital, making her the first nurse to hold a faculty position in the university's medical school. Along with additional teaching and practitioner positions at the University of Virginia Hospital, she was head nurse of the medical center's emergency department. Ms. Rimel began her tenure at The Pew Charitable Trusts in 1983 as health program manager. She became executive director in 1988 and accepted her current position as president and CEO in 1994. In addition to her work at the Trusts, Rebecca Rimel serves on the Deutsche Bank Scudder Funds board, the PNC Bank advisory board and the Greater Philadelphia Chamber of Commerce executive committee. She is also trustee emeritus of Monticello (the Thomas Jefferson Foundation); a fellow of the College of Physicians of Philadelphia; and a member of the American Philosophical Society along with its prestigious Wistar Association. Rebecca Rimel received her Bachelor of Science, with distinction, from the University of Virginia School of Nursing (1973), and earned a Master of Business Administration from James Madison University in 1983.

Leadership Statement:

Our challenges today as a nation and a world are serious and urgent, but often seem intractable as policy makers and the public grapple to agree on the nature of the problems—and even on the facts—let alone finding common ground on the solutions. Our challenges nevertheless are neither unprecedented nor beyond our ability—and responsibility—to address. Not just for today, but also to benefit future generations.

Board Chair (GuideStar Exchange,
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December 2013)

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Board Co-Chair

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Board of Directors (GuideStar Exchange,
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December 2013)

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Board Leadership Practices (GuideStar Exchange,
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December 2013)
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Board Orientation & Education ?
Why does this matter? Without clarity around their responsibilities and expectations, board members are not positioned to succeed. They may find themselves challenged to fulfill their governance responsibilities or frustrated by the expectations that the organization has set for them. BoardSource recommends that every new board member participate in a formal orientation process, and that all board members sign a pledge or agreement committing to their board service and to all of the responsibilities and expectations that come with service. Ideally, board members also should participate in a formal governance training program prior to serving on a board.

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?
Response Not Provided
CEO Oversight ?
Why does this matter? Oversight and management of the chief executive is one of the board’s most important legal responsibilities. The CEO or executive director is the board's single employee, and - just like any other employer/employee relationship - regular and written assessment is critical to ensuring that the chief executive and board are communicating openly about goals and performance. BoardSource recommends that boards conduct formal, written reviews of their chief executives on an annual basis, which should include an in-person discussion with the chief executive and distribution of the written evaluation to the full board.

Has the board conducted a formal, written assessment of the chief executive within the past year?
Response Not Provided
Ethics & Transparency ?
Why does this matter? A commitment to handling conflicts of interests is essential to creating an organizational culture of transparency. Boards should create and follow a policy for identifying and handling conflicts of interest, whether real or perceived. BoardSource recommends that organizations review the conflict-of-interest statement and require signed disclosures from all board members and senior staff on an annual basis.

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements within the past year?
Response Not Provided
Board Composition ?
Why does this matter? The best boards are composed of individuals who bring a variety of skills, perspectives, backgrounds, and resources to tackle the complex and strategic challenges confronting their organizations. BoardSource recommends that boards commit to diversity and inclusion by establishing written policies and practices, which include strategic and intentional recruitment of diverse board members, continual commitment to inclusivity, and equal access to board leadership opportunities.

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?
Response Not Provided
Board Performance ?
Why does this matter? Boards need to regularly assess their own performance. Doing so ensures that they are being intentional about how they govern their organization, which is a critical component of effective board leadership. BoardSource recommends that a board conduct a self-assessment of its performance a minimum of once every three years to ensure that it is staying on track with its roles and responsibilities.

Has the board conducted a formal, written self-assessment of its performance within the past three years?
Response Not Provided

Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

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People information was last updated by the nonprofit in December 2013

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Programs

Program: Improving public policy (GuideStar Exchange,
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December 2013)

Budget:
--
Category:
Community Development
Population Served:
General Public/Unspecified

Program Description:

Improving public policy - We study and promote nonpartisan policy solutions for pressing and emerging problems affecting the American public and the global community.   Areas of interest include:  Environment (http://www.pewtrusts.org/our_work_category.aspx?id=110) Global Warming(http://www.pewtrusts.org/our_work_category.aspx?id=112) Protecting Ocean Life(http://www.pewtrusts.org/our_work_category.aspx?id=126) Wilderness Protection(http://www.pewtrusts.org/our_work_category.aspx?id=158) Health (http://www.pewtrusts.org/our_work.aspx?category=184) Consumer Product Safety(http://www.pewtrusts.org/our_work_category.aspx?id=626) Food & Produce Safety(http://www.pewtrusts.org/our_work_category.aspx?id=198) Medical Safety(http://www.pewtrusts.org/our_work_category.aspx?id=204) State Policy & Performance (http://www.pewtrusts.org/our_work_category.aspx?id=352) Corrections & Public Safety(http://www.pewtrusts.org/our_work_category.aspx?id=72) Education(http://www.pewtrusts.org/our_work_category.aspx?id=90) Elections(http://www.pewtrusts.org/our_work_category.aspx?id=78)

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

Program: Informing the Public (GuideStar Exchange,
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
December 2013)

Budget:
--
Category:
Community Development
Population Served:
General Public/Unspecified

Program Description:

Informing the public -  The 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.

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

Program: Stimulating Civic Life (GuideStar Exchange,
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
December 2013)

Budget:
--
Category:
Community Development
Population Served:
General Public/Unspecified

Program Description:

Stimulating civic life. We support national initiatives that encourage civic participation. In our hometown of Philadelphia, we support organizations that create a thriving arts and culture community and institutions that enhance the well-being of the region’s neediest citizens.   Areas of interest include:  Arts & Culture (http://www.pewtrusts.org/our_work_category.aspx?id=18) National Civic Initiatives (http://www.pewtrusts.org/our_work_category.aspx?id=42) Philadelphia Region (http://www.pewtrusts.org/our_work_category.aspx?id=244)

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

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Impact Summary from the Nonprofit

This organization has not provided an impact summary.

Expert Reviews and Comments

2013 Philanthropedia Top Nonprofit

This organization is a 2013 Philanthropedia top nonprofit, recommended by experts as having high impact.

These expert reviews were generated through Philanthropedia's research methodology to identify high-impact nonprofits. Learn more

Evidence of Impact

J. N. Pew Jr. Charitable Trust is the leading organization in advocating for higher standards for school meals. They work hard to implement these changes by creating active coalitions across organizations to the food policy forward. They offer important leadership programs in the field and act as effective lobbyists on the federal level.

Research & Information
They provide excellent research and data made available to improve research and policy. Researcher and Faculty
Community Engagement & Advocacy
Pew was the lead organization in advocating for new federal standards for both school meals and competitive foods in school. Pew was the key leader in the coalition to create change and is now the key leader in the coalition to implement those changes. But their leadership has had a service leadership focus. As one coalition member said, "most people in our coalition probably think they are the leaders on these issues and Pew certainly supports that idea. When everyone sees an important role for themselves we will all do better work together. But Pew has been the key driver of change." Nonprofit Senior Staff
Pew has done remarkable work in the school environment to change the nutrition standards and keep the pressure on the federal government. Other
Providing Sector Leadership
This is an important established program providing leadership in the school food sector. Nonprofit Senior Staff

Organizational Strengths

J. N. Pew Jr. Charitable Trust’s strengths are their mission focused on school food programs, experienced staff members and stable funding. They are a go to information source.

Well Resourced
Pew has vast financial resources and uses those resources wisely. Pew also has strong staff that are experts in school food and creating change in the school food environment. Nonprofit Senior Staff
Pew has financial support and creates great resources. It is also a trusted source for nutrition information. Other
Evidence-Based
They are science-based with strong staff members and funding commitments. Nonprofit Senior Staff

Areas for Improvement

Many experts recommend J. N. Pew Jr. Charitable Trust expand its work in school nutritional programming while focusing on promoting these efforts among larger groups of nutritional leaders and advocates. Sometimes this information gets lost in their work since Pew Charitable Trust leads research on many issues within public policy.

Part of a Larger Organization
The work that Pew does in school food is just one small part of a much larger organization and there is some concern about Pew maintaining their support for implementing the new regulations. Pew's commitment to service leadership means that sometimes advocates across the country fail to access the resources Pew has available simply because they don't know that Pew is doing this work. Nonprofit Senior Staff
Sustainability
They need to work on the ability to sustain the program over time. Nonprofit Senior Staff
Expand
They should expand their work. Other
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Reviews

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