Below is current up to only 2001. Then following the money gets more difficult… interestingly enough.
Pew is opening a D.C. office with 300+ employees soon, btw. They’re moving there from their former home in PA.
http://www.undueinfluence.com/pew_charitable_trusts.htm
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:
Texas Fund for Energy and Environmental Education (through grants to the Energy Foundation)
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