Civic Intelligence

J Howard Pew Fund for Presbyterian Uses

EIN 23-6234675 • 501(c)3 • Philadelphia, PA

Profile

To support the presbyterian church (usa) foundation, particularly to be utilized to advance the christian cause.

Refreshing map…

C/O Glenmede 1650 Market St StePhiladelphia, PA 19103

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

24th percentile

$19,632

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

80th percentile

19%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

112%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$6,877,580

Up $1,112,503 (+19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,877,580

Up $1,112,503 (+19%) from 2023

Revenue

Up

$847,291

Up $446,820 (+112%) from 2023

Expenses

Up

$328,760

Up $15,899 (+5.1%) from 2023

Net Income

Up

$518,531

Up $430,921 (+492%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2021: $5,668,817Liabilities 2021: $0Net Assets 2021: $5,668,8172021Assets 2022: $5,677,467Liabilities 2022: $0Net Assets 2022: $5,677,4672022Assets 2023: $5,765,077Liabilities 2023: $0Net Assets 2023: $5,765,0772023Assets 2024: $6,877,580Liabilities 2024: $0Net Assets 2024: $6,877,5802024

Highlighted filing

2024

Assets$6,877,580
Liabilities$0
Net Assets$6,877,580

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0Revenue 2021: $423,001Expenses 2021: $287,974Net Income 2021: $135,0272021Revenue 2022: $305,756Expenses 2022: $297,106Net Income 2022: $8,6502022Revenue 2023: $400,471Expenses 2023: $312,861Net Income 2023: $87,6102023Revenue 2024: $847,291Expenses 2024: $328,760Net Income 2024: $518,5312024

Highlighted filing

2024

Revenue$847,291
Expenses$328,760
Net Income$518,531

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$5,519,960
Mission and Program Overview

Mission

To support the presbyterian church (usa) foundation, particularly to be utilized to advance the christian cause.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,520,687$6,877,580▲ $1,356,893
Investments in Publicly Traded Securities$4,286,613$4,704,819▲ $418,206
Investments Other Securities$1,240,671$2,158,107▲ $917,436
Rtn Earn Endowment Incm Other Fnds$244,390--
Savings and Temporary Cash Investments$237,793$14,651▼ $223,142
Cash and Non-Interest-Bearing Accounts-$3-
Total Assets$5,765,077$6,877,580▲ $1,112,503
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,765,077$6,877,580▲ $1,112,503
Total Liabilities and Net Assets / Fund Balance$5,765,077$6,877,580▲ $1,112,503

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,158,107--
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$19,632$19,632
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$715,757
Other Revenue
$131,534
Change in Net Assets
$518,531
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$302,637
Other Expenses$26,123
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$302,637--$302,637
Fees for Service Investment Mgmnt Fees$9,816$9,816-$19,632
Other Expenses-$394-$394
Total Functional Expenses$312,453$16,307$0$328,760
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Presbyterian Church (usa) FoundationJeffersonville, FL-To Provide Support the Presbyterian (usa) Foundation$302,637
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

The glenmede trust company, n.a. As sole trustee arranges for the preparation of form 990. The form 990 is reviewed by the director of endowment and foundation advisory, an officer of the glenmede trust company, n.a., and the tax officer before filing with the irs and state agencies.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

The entity's conflict of interest policy is monitored by trustee's compliance department.

Form 990, Page 6, Part VI, Line 19

The supported charity has received a full copy of the entity's governing documents. The documents are also available upon reasonable request.

Filing and Contact Details

Filer

Filer Name
J Howard Pew Fund for Presbyterian Uses
EIN
23-6234675
Phone
2154196000
Address
C/O GLENMEDE 1650 MARKET ST STE, PHILADELPHIA, PA 19103

Signing Officer

Name
Melissa Burke
Title
Director
Phone
2154196000
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
1958
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7325164383
Supplemental Narrative

Additional Explanations

More Info to Schedule A

The j howard pew fund for presbyterian uses (the trust) is a non -functionally integrated type iii supporting organization under irc section 509 (a) (3). Through annual distributions, the trust provides support to presbyterian church (usa) foundation, the supported organization, which is a public charity described in irc section 509(a)(1) and section 170(b)(1)(a). The glenmede trust company, n.a. Is the sole trustee of the trust. The trustee

Continue to Schedule A

Relationship with the officers of the supported organization. The trustee engages in regular ongoing communication with the supported organization and ensures that the supported organization has a significant voice in the operations of the trust. In addition, the annual distribution of the supported organization from the trust represents a sufficient part of the supported organization's total support as it provides a significant portion of the funding for a

Continue to Schedule A

Activity of the supported organization.

Explanation for Form 990, Part XI, Line 9

The change in beginning and ending net assets is due to 2024 transactions posted in 2025 in the amount of ($170), 2023 transactions posted in 2024 in the amount of $606, beginning balance adjustment in the amount of ($244,390), partnership capital adjustment in the amount of $879,111, return of capital adjustment of ($40,315) , transactions effective after tax year ($177) cost basis adjustment of ($669) and rounding adjustment of ($2).

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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT THE PRESBYTERIAN (USA) FOUNDATION
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PURSUANT TO THE ENTITY'S GOVERNING DOCUMENTS, THE ENTITY WAS FORMED,AND IS OPERATED, FOR THE SPECIFIC PURPOSE OF EXCLUSIVELY SUPPORTING THE CHARITABLE ORGANIZATION NAMED THEREIN.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE J HOWARD PEW FUND FOR PRESBYTERIAN USES (THE TRUST) IS A NON -FUNCTIONALLY INTEGRATED TYPE III SUPPORTING ORGANIZATION UNDER IRC SECTION 509 (A) (3). THROUGH ANNUAL DISTRIBUTIONS, THE TRUST PROVIDES SUPPORT TO PRESBYTERIAN CHURCH (USA) FOUNDATION, THE SUPPORTED ORGANIZATION, WHICH IS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1) AND SECTION 170(B)(1)(A). THE GLENMEDE TRUST COMPANY, N.A. IS THE SOLE TRUSTEE OF THE TRUST. THE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATION. THE TRUSTEE ENGAGES IN REGULAR ONGOING COMMUNICATION WITH THE SUPPORTED ORGANIZATION AND ENSURES THAT THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THE OPERATIONS OF THE TRUST. IN ADDITION, THE ANNUAL DISTRIBUTION OF THE SUPPORTED ORGANIZATION FROM THE TRUST REPRESENTS A SUFFICIENT PART OF THE SUPPORTED ORGANIZATION'S TOTAL SUPPORT AS IT PROVIDES A SIGNIFICANT PORTION OF THE FUNDING FOR A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GLENMEDE TRUST COMPANY, N.A. AS SOLE TRUSTEE ARRANGES FOR THE PREPARATION OF FORM 990. THE FORM 990 IS REVIEWED BY THE DIRECTOR OF ENDOWMENT AND FOUNDATION ADVISORY, AN OFFICER OF THE GLENMEDE TRUST COMPANY, N.A., AND THE TAX OFFICER BEFORE FILING WITH THE IRS AND STATE AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ENTITY'S CONFLICT OF INTEREST POLICY IS MONITORED BY TRUSTEE'S COMPLIANCE DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE SUPPORTED CHARITY HAS RECEIVED A FULL COPY OF THE ENTITY'S GOVERNING DOCUMENTS. THE DOCUMENTS ARE ALSO AVAILABLE UPON REASONABLE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE CHANGE IN BEGINNING AND ENDING NET ASSETS IS DUE TO 2024 TRANSACTIONS POSTED IN 2025 IN THE AMOUNT OF ($170), 2023 TRANSACTIONS POSTED IN 2024 IN THE AMOUNT OF $606, BEGINNING BALANCE ADJUSTMENT IN THE AMOUNT OF ($244,390), PARTNERSHIP CAPITAL ADJUSTMENT IN THE AMOUNT OF $879,111, RETURN OF CAPITAL ADJUSTMENT OF ($40,315) , TRANSACTIONS EFFECTIVE AFTER TAX YEAR ($177) COST BASIS ADJUSTMENT OF ($669) AND ROUNDING ADJUSTMENT OF ($2).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0MORE INFO TO SCHEDULE A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CONTINUE TO SCHEDULE A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CONTINUE TO SCHEDULE A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT OF PRESBYTERIAN CHURCH FOUNDATION
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