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990T OMB No. 15450687 Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e)) Form For calendar year 2010 or other tax year beginning , 2010, and Department of the Treasury À¾´ I 07/01 Internal Revenue Service Open to Public Inspection ending 06/30 , 20 11 . See separate instructions. for 501(c)(3) Organizations Only Check box if Name of organization ( Check box if name changed and see instructions.) D Employer identification number A address changed (Employees' trust, see instructions for Block D on page 9.) B Exempt under section THE PEW CHARITABLE TRUSTS X 501( C )( 3 ) Print Number, street, and room or suite no. If a P.O. box, see page 8 of instructions. 562307147 or 408(e) 220(e) E Unrelated business activity codes Type (See instructions for Block E on page 9.) 408A 530(a) ONE COMMERCE SQUARE, 2005 MARKET STREET 529(a) City or town, state, and ZIP code C Book value of all assets PHILADELPHIA, PA 19103 531120 at end of year F Group exemption number (See instructions for Block F on page 9.) I 792,265,099. G Check organization type I X 501(c) corporation 501(c) trust 401(a) trust Other trust H Describe the organization's primary unrelated business activity. I DEBTFINANCED RENTAL ACTIVITY I During the tax year, was the corporation a subsidiary in an affiliated group or a parentsubsidiary controlled group? m m m m m m m I Yes X No If "Yes," enter the name and identifying number of the parent corporation. I J The books are in care of I HENRY B. BERNSTEIN Telephone number I 2155754794 Part I Unrelated Trade or Business Income (A) Income (B) Expenses (C) Net 1 a Gross receipts or sales b Less returns and allowances c Balance m I m m m m m m m m b Net gain (loss) (Form 4797, Part II, line 17) (attach Form 4797) c Capital loss deduction for trusts m m m m m m m m m m m m m m 5 Income (loss) from partnerships and S corporations (attach statement) m m m m m m m m m m m m m m m m m 8 Interest, annuities, royalties, and rents from controlled m m m m m m m m m m m m m m m m m 2 Cost of goods sold (Schedule A, line 7) 2 3 Gross profit. Subtract line 2 from line 1c 3 4 a Capital gain net income (attach Schedule D) 4a 6 Rent income (Schedule C) 6 7 Unrelated debtfinanced income (Schedule E) 7 organizations (Schedule F) 8 9 Investment income of a section 501(c)(7), (9), or (17) organization (Schedule G) m m m m m m m m m m 9 10 Exploited exempt activity income (Schedule I) 10 11 Advertising income (Schedule J) m m m m m m m m m m m m m 11 12 Other income (See page 10 of the instructions; attach schedule.) 12 13 Total. Combine lines 3 through 12m m m m m m m m m m m m m 13 Part II 1c 4b 4c 5 358,249. 441,131. 82,882. 358,249. 441,131. 82,882. Deductions Not Taken Elsewhere (See page 11 of the instructions for limitations on deductions.) (Except for contributions, deductions must be directly connected with the unrelated business income.) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 21 Depreciation (attach Form 4562)m m m m m m m m m m m m m m m m m m m m m m m m 21 0. 22 Less depreciation claimed on Schedule A and elsewhere on return 22a 23 Depletion m m m m m m m m m m m m m m m m m 24 Contributions to deferred compensation plans 25 Employee benefit programs m m m m m 26 Excess exempt expenses (Schedule I) 27 Excess readership costs (Schedule J) 28 Other deductions (attach schedule) m m m m 29 Total deductions. Add lines 14 through 28 m m m m m m m m m m m m m m m m m m m m m m m m m m m m 30 Unrelated business taxable income before net operating loss deduction. Subtract line 29 from line 13 m m m m m m 31 Net operating loss deduction (limited to the amount on line 30) m m m m m m m m m m m m m m 32 Unrelated business taxable income before specific deduction. Subtract line 31 from line 30 33 Specific deduction (Generally $1,000, but see line 33 instructions for exceptions.) m m m m m m m m m m m m m m m m 34 Unrelated business taxable income. Subtract line 33 from line 32. If line 33 is greater than line 32, 14 Compensation of officers, directors, and trustees (Schedule K) 14 15 Salaries and wages 15 16 Repairs and maintenance 16 17 Bad debts 17 18 Interest (attach schedule) 18 19 Taxes and licenses 19 20 Charitable contributions (See page 13 of the instructions for limitation rules.) 20 enter the smaller of zero or line 32m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 34 JSA For Paperwork Reduction Act Notice, see instructions. Form 990T (2010) 0E1610 0.020 22b 23 24 25 26 27 28 29 30 31 32 33 100. 0. 100. 82,982. 82,982. 1,000. 82,982. 8284CI 700P 4/13/2012 11:00:52 AM V 108.3 0166181 PAGE 1
Form 990T (2010) Page 2 Part III Tax Computation 35 Organizations Taxable as Corporations. See instructions for tax computation on page 15. a Controlled group members (sections 1561 and 1563) check here I See instructions and: Enter your share of the $50,000, $25,000, and $9,925,000 taxable income brackets (in that order): (1) $ (2) $ (3) $ Enter organization's share of: (1) Additional 5% tax (not more than $11,750)m m m m m m m $ $ b (2) Additional 3% tax (not more than $100,000) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI 36 Trusts Taxable at Trust Rates. See instructions for tax computation on page 16. Income tax on the amount on line 34 from: Tax rate schedule or Schedule D (Form 1041) 36 I 37 Proxy tax. See page 16 of the instructions 37 38 Alternative minimum tax m m m m m m m m m m m m m m m m m m m 38 39 Total. Add lines 37 and 38 to line 35c or 36, whichever appliesm m m m m m m m m m m m m m m m m m m m m m m m m m 39 Part IV Tax and Payments 40 a Foreign tax credit (corporations attach Form 1118; trusts attach Form 1116) 40a b Other credits (see page 16 of the instructions) 40b c General business credit. Attach Form 3800m m m m m m m m m m 40c d Credit for prior year minimum tax (attach Form 8801 or 8827) 40d 41 Subtract line 40e from line 39m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 41 43 Total tax. Add lines 41 and 42 m m m m m m m m m m m m m m m m m m m m m m m m 43 44 a Payments: A 2009 overpayment credited to 2010 44a b 2010 estimated tax payments m 44b c Tax deposited with Form 8868 m m m m m m m m m m m m m m m m m m m 44c d Foreign organizations: Tax paid or withheld at source (see instructions) 44d e Backup withholding (see instructions) m m m m m m m m m m m m m m m m m 44e f Credit for small employer health insurance premiums (Attach Form 8941) m m m m m m 44f g Other credits and payments: Form 2439 Form 4136 Other Total I 44g 45 Total payments. Add lines 44a through 44g m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 45 46 Estimated tax penalty (see page 4 of the instructions). Check if Form 2220 is attached m m m m m I 46 47 Tax due. If line 45 is less than the total of lines 43 and 46, enter amount owed 47 48 Overpayment. If line 45 is larger than the total of lines 43 and 46, enter I m m m m m m m m m m m m amount overpaid I 48 49 Enter the amount of line 48 you want: Credited to 2011 estimated tax Refunded 49 c Income tax on the amount on line 34 35c e Total credits. Add lines 40a through 40d 40e 42 Other taxes. Check if from: Form 4255 Form 8611 Form 8697 Form 8866 Other (attach schedule) 42 Part V Statements Regarding Certain Activities and Other Information (see instructions on page 17) 1 At any time during the 2010 calendar year, did the organization have an interest in or a signature or other authority over a financial account (bank, securities, or other) in a foreign country? If YES, the organization may have to file Form TD F 9022.1, Report of Foreign Bank and Financial Accounts. If YES, enter the name of the foreign country here 2 During the tax year, did the organization receive a distribution from, or was it the grantor of, or transferor to, a foreign trust? 3 If YES, see page 5 of the instructions for other forms the organization may have to file. Enter the amount of taxexempt interest received or accrued during the tax year $ m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m (attach schedule) m m m m m m m 4a 8 Do the rules of section 263A (with respect to Yes No 4b property produced or acquired for resale) apply 5 m m m m m m m m m m m m m m m m m m m m X Schedule A Cost of Goods Sold. Enter method of inventory valuation I I I 1 Inventory at beginning of year 1 6 Inventory at end of year 6 2 Purchases 2 7 Cost of goods sold. Subtract line 3 Cost of labor 3 6 from line 5. Enter here and in 4 a Additional section 263A costs Part I, line 2 7 b Other costs (attach schedule) m 5 Total. Add lines 1 through 4b to the organization? 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 taxpayer) is based on all information of which preparer has any knowledge. Sign Here M Paid Preparer Use Only JSA 0E1620 0.040 May the IRS discuss this return with the preparer shown below Signature of officer Date Title (see instructions)? Yes No Print/Type preparer's name Preparer's signature Date PTIN Check if selfemployed Firm's name GRANT THORNTON LLP Firm's EINI 2001 MARKET STREET, SUITE 3100 Phone no. Firm's address I I M UK, AU, BE 562307147 m m m m P00288383 366055558 2001 MARKET STREET, SUITE 3100 2155614200 PHILADELPHIA, PA 19103 X Yes X 0. 0. 0. No X Form 990T (2010) 8284CI 700P 4/13/2012 11:00:52 AM V 108.3 0166181 PAGE 2
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Form ½½´ Return of Organization
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Form 990 (2010) Page 3 Part IV 1 2
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Form 990 (2010) Page 5 Part V State
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562307147 Compensation of Officers,
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JSA Form 990 (2010) Page 9 Part VII
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Form 990 (2010) Page 11 Part X Asse
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SCHEDULE A (Form 990 or 990BEZ) Dep
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562307147 Support Schedule for Orga
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Schedule A (Form 990 or 990EZ) 2010
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Schedule B (Form 990, 990EZ, or 990
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562307147 Part IIBA Complete if the
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562307147 Schedule C (Form 990 or 9
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562307147 Organizations Maintaining
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Schedule D (Form 990) 2010 56230714
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Schedule D (Form 990) 2010 Page 5 P
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SCHEDULE F (Form 990) Statement of
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562307147 Grants and Other Assistan
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Schedule F (Form 990) 2010 Page 4 F
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THE PEW CHARITABLE TRUSTS 562307147
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SCHEDULE G (Form 990 or 990BEZ) Sup
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m m m m m m m m m m m m m m m m m m
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SCHEDULE I (Form 990) Grants and Ot
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