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Pew Charitable Trusts

Pew Charitable Trusts
1 Commerce Sq.
2005 Market St., Ste. 1700
Philadelphia ,   PA   19103-7077
Phone: (215) 575-9050
Fax: 215.575.4939
email info@pewtrusts.com
Website: http://www.pewtrusts.com/index.cfm?image=img1

Description: All based on the Sun Oil Company fortune of Joseph Newton Pew, the seven trusts that comprise the Pew Charitable Trusts were each established at separate times:

  • Pew Memorial Trust (1948)

  • J. N. Pew, Jr. Charitable Trust (1956)

  • J. Howard Pew Freedom Trust (1957)

  • Mabel Pew Myrin Trust (1957)

  • Medical Trust (1979)

  • Knollbrook Trust (1965) and

  • Mary Anderson Trust (1957).

The trusts have their own private bank, the Glenmede Trust Company. The financial data presented represents the combined trusts.

For 2001:
Assets Amount:
$4,800,776,253
Expenditures: $212,401,819
Qualifying Distribution: $243,841,247
Total Giving: $187,853,822
Grants Amount: $187,486,697
Loan Amount: $34,000,000  Number of Loans: 4
Matching Gifts Amount: $367,125  NO. OF MATCHING GIFTS: 449


EIN: 23-6234669 (Pew Memorial Trust, the largest of the seven)

Funds attack group in the anti-Exxon Mobil campaign:

Pew investments in energy firms other than Exxon Mobil:

J. N. Pew Jr. Trust:

INVESTMENT

SHARES

AMOUNT

 Chevron Corp

40,800

$3,371,371

 USK Marathon Group (New Com)

82,100

$2,473,263

 Atlantic Richfield 

27,700

$2,059,420

 Mobil Corp    

27,291

 $1,897,471

 Mitchell Energy & Development Corp "B"

   1,400

       $37,539

 Vintage Petroleum Inc 

   8,605

    $170,444

 Encap Energy Capital Fund III

   7,275

        $7,275

 Beloc Oil & Gas Corp 

10,600

      $92,834

 Horizon Offshore

  6,502

      $38,196

 Miller Exploration  

  6,100

   $100,431

 Phillips Petroleum

 21,414

   $936,599

 Columbia Energy Group

   3,600

   $210,911

Mabel Pew Myrin Trust (Nearly identical in content to J. N. Pew Jr. Trust, totals differ):

Energy stocks 

$8,485,624

Pew Memorial Trust (This investment portfolio contains over $24 million worth of Exxon Mobil common stock. Pew's contribution to the Energy Foundation in part funds an activist group intent on lowering or eradicating the value of this investment.)

INVESTMENT

SHARES

AMOUNT

 Burlington Resources   

38,300

 $1,934,150

 Coastal Corporation

40,654

 $3,590,256

 Exxon Mobil Corporation

97,641

 $8,488,664

 Kerr McGee Corp  

27,222

  $1,822,173

 Occidental Petroleum Corp      

159,800

  $3,875,150

 MCN Energy Group Inc

 69,400

  $1,921,513

 Helmerich & Payne Inc.

  44,700

  $1,961,213

 Occidental Petroleum Corp

295,100

  $7,156,175

 Ocean Energy Inc 

132,000

  $2,293,500

 Pittston Brink's Group 

   30,800

     $612,150

 Swift Energy Co

 128,986

  $4,853,098

 Vintage Petroleum Inc

 41,850

     $899,775

 Southern Energy Inc.

   37,500

  $1,061,719

 Energy East Corp

   16,430

  $3,234,656

 Burlington Resources

   24,725

  $1,248,613

 Chevron Corp

   9,100

     $768,381

 Coastal Corporation

   18,800

  $1,660,275

 Exxon Mobil Corporation

  50,895

  $4,424,684

 Kerr McGee Corp  

  18,150

  $1,214,916

 Occidental Petroleum Corp

   34,125

     $827,531

 Schlumberger Ltd

  16,325

  $1,304,980

 MCN Energy Group Inc

   62,525

  $1,731,161

 Chevron Corp

   40,600

  $3,428,163

 Exxon Mobil Corporation

   53,700

  $4,668,544

 Schlumberger Ltd

   46,600

  $3,725,088

 Transocean Sedco Forex

   46,800

  $2,152,800

 Duke Energy Corp

   29,400

  $2,506,350

 Burlington Resources

   59,550

 $3,007,275

 Coastal Corporation

   62,300

 $6,902,838

 Exxon Mobil Corporation

   79,400

 $6,902,838

 Kerr McGee Corp

   41,950

 $2,808,028

 Occidental Petroleum Corp

   241,525

 $5,856,981

 Duke Energy Corp

   31,550

  $2,689,638

 MCN Energy Group Inc

   10,4200

  $2,885,038

Officers and Board Members:
Rebecca W. Rimel, Pres. and C.E.O.

 


Susan W. Catherwood; Thomas W. Langfitt, M.D.; Arthur E. Pew III; J. Howard Pew II; J.N. Pew III; Joseph N. Pew IV, M.D.; Mary Catherine Pew, M.D.; R. Anderson Pew; Richard F. Pew; Robert G. Williams
Trustee: The Glenmede Trust Co.
Staff: 154

Environment Program Director: Joshua S. Reichert
 

 

2001: $42,066,400 / 37 grants

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