2025-05-14T12:15:28-05:00 2024-06-30 135565207 KPMG LLP 401 UNION STREET SUITE 2800 SEATTLE WA 98101 990 2023-07-01 882743235 PETERSON SOLUTIONS FUND PETE 6466809799 1159 SECOND AVENUE PO BOX 435 NEW YORK NY 10065 MICHAEL SHANKMAN TREASURER 6466809799 2025-05-14 1 0 KATHRYN OKIMOTO P00746598 2069134000 2025-05-13 2023 2025-03-06 01:10:19Z MICHAEL A PETERSON 1159 SECOND AVENUE PO BOX 435 NEW YORK NY 10065 11074601 0 X HTTPS://PETERSONSOLUTIONSFUND.ORG/ X 2022 DE PROMOTION OF SOCIAL WELFARE 1 1 1 2 0 0 0 0 0 0 886415 5566042 0 0 886415 5566042 1195000 3122000 0 0 0 662500 0 0 0 621786 745533 1816786 4530033 -930371 1036009 432171503 446073280 424975 3040407 431746528 443032873 X SEE SCHEDULE OPETERSON SOLUTIONS FUND IS A NONPARTISAN ORGANIZATION THAT PROMOTES SOCIAL WELFARE AND ADVOCATES FOR FACT-BASED SOLUTIONS TO IMPROVE THE POLICYMAKING PROCESS, STABILIZE AMERICA'S FISCAL OUTLOOK, ACHIEVE BETTER HEALTHCARE OUTCOMES AT LOWER COST, AND STRENGTHEN THE PILLARS OF OUR DEMOCRACY TO SUPPORT A THRIVING ECONOMY FOR THE NEXT GENERATION. 0 0 3968572 3122000 PETERSON SOLUTIONS FUND ENGAGES IN A RANGE OF NONPARTISAN ADVOCACY AND OUTREACH INITIATIVES TO STRENGTHEN THE ECONOMIC AND DEMOCRATIC FOUNDATIONS OF THE UNITED STATES. THE FUND ADVOCATES FOR SUBSTANTIVE, FACT-BASED SOLUTIONS AND ACTIONS AT THE FEDERAL AND STATE LEVEL THAT IMPROVE THE POLICYMAKING PROCESS, ECONOMY AND EVERYDAY LIFE OF AMERICANS. THE FUND'S GRANT-MAKING, PARTNERSHIPS, RESEARCH, AND OTHER PROGRAMMATIC ACTIVITIES AIM TO STABILIZE AMERICA'S FISCAL OUTLOOK, IMPROVE THE PERFORMANCE OF OUR HEALTHCARE SYSTEM AND STRENGTHEN THE PILLARS OF OUR DEMOCRACY, TO SUPPORT A GROWING, THRIVING ECONOMY OVER THE LONG TERM. 3968572 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 X 1 1 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 0 NY X MICHAEL SHANKMAN 6466809799 1159 SECOND AVENUE PO BOX 435 NEW YORK NY 10065 MICHAEL A PETERSON DIRECTOR, FOUNDING CHAIRMAN AND CEO 1.00 41.00 X X 0 0 0 MICHAEL SHANKMAN TREASURER 2.00 11.00 X 0 0 0 BRETT LOPER EXECUTIVE DIRECTOR (BEG. 11/23) 30.00 10.00 X 54650 6429 0 54650 6429 0 0 0 0 0 SIMPSON THACHER & BARTLETT LLP 425 LEXINGTON AVENUE NEW YORK NY 100173954 PROFESSIONAL LEGAL FEES 203433 MANATT PHELPS & PHILLIPS LLP 2049 CENTURY PARK EAST STE 1700 LOS ANGELES CA 900673101 PROFESSIONAL CONSULTING FEES 200000 2 4302794 4302794 6771807 5508559 1263248 1263248 1263248 5566042 0 0 5566042 3122000 3122000 316894 221722 95172 250525 175286 75239 39090 27350 11740 9280 6493 2787 46711 32683 14028 281577 281577 67662 67662 334021 334021 830 33 797 19882 19882 SUBSCRIPTIONS 23397 23084 313 REGISTRATION FEES 10011 561 9450 MEMBERSHIP DUES & LICEN 4665 4665 TAXES - STATE 792 792 2696 2696 4530033 3968572 561461 0 9138924 24673000 81764359 82250891 341229228 338800924 38992 348465 432171503 446073280 182887 373407 242088 2667000 424975 3040407 X 431746528 443032873 431746528 443032873 432171503 446073280 X 1036009 10268248 -17912 X X 0 1 X 0 0 0 38986246 F PASS-THROUGH INVESTMENTS 274401678 F OTHER ALTERNATIVE INVESTMENTS 25413000 C 338800924 X PART X, LINE 2: THE FUND FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) SUBTOPIC 740-10, INCOME TAXES-OVERALL, WHICH ADDRESSES THE ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC SUBTOPIC 740-10 ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURES. THE FUND HAS CONCLUDED THAT THERE WERE NO UNCERTAINTIES TO DISCLOSE. 1 FIX THE DEBT COALITION INC 1025 CONNECTICUT AVE NW STE 1100 WASHINGTON DC 200363536 461321030 501(C)(4) 1505000 0 SEE PART IV BIPARTISAN POLICY CENTER ACTION INC 1225 EYE STREET NW SUITE 900 WASHINGTON DC 20005 261299114 501(C)(4) 711000 0 SEE PART IV FIX THE DEBT COALITION INC 1025 CONNECTICUT AVE NW STE 1100 WASHINGTON DC 200363536 461321030 501(C)(4) 689000 0 SEE PART IV NORTH CAROLINA INFORMATION INNOVATION FUND INC PO BOX 90204 RALEIGH NC 27675 932243254 501(C)(4) 100000 0 SEE PART IV CENTER FORWARD 1214-A INGLESIDE AVE MCLEAN VA 22101 272429741 501(C)(4) 100000 0 SEE PART IV THIRD WAY 1025 CONNECTICUT AVE NW SUITE 400 WASHINGTON DC 200365423 201734070 501(C)(4) 17000 0 SEE PART IV 0 5 PART I, LINE 2: GRANT FUNDS ARE MONITORED THROUGH PERIODIC MEETINGS WITH GRANTEES, NARRATIVE REPORTS ON PROGRESS TOWARDS GOALS, AND FINANCIAL REPORTS ON GRANT EXPENSES. PART II, LINE 1, COLUMN (H): NAME OF ORGANIZATION OR GOVERNMENT: FIX THE DEBT COALITION, INC. (H) PURPOSE OF GRANT OR ASSISTANCE: TO EDUCATE POLICYMAKERS AND THE PUBLIC ABOUT THE CONSEQUENCES OF THE GROWING NATIONAL DEBT. NAME OF ORGANIZATION OR GOVERNMENT: BIPARTISAN POLICY CENTER ACTION, INC. (H) PURPOSE OF GRANT OR ASSISTANCE: TO ADVANCE FISCALLY RESPONSIBLE POLICY SOLUTIONS. NAME OF ORGANIZATION OR GOVERNMENT: FIX THE DEBT COALITION, INC. (H) PURPOSE OF GRANT OR ASSISTANCE: TO SUPPORT LEGISLATIVE STRATEGY DEVELOPMENT AND ADVOCACY FOR A BIPARTISAN FISCAL COMMISSION AND OTHER POLICY REFORMS TO IMPROVE LONG-TERM FISCAL SUSTAINABILITY. NAME OF ORGANIZATION OR GOVERNMENT: NORTH CAROLINA INFORMATION INNOVATION FUND, INC. (H) PURPOSE OF GRANT OR ASSISTANCE: TO ENCOURAGE PARTICIPATION IN PRIMARY ELECTIONS. NAME OF ORGANIZATION OR GOVERNMENT: CENTER FORWARD (H) PURPOSE OF GRANT OR ASSISTANCE: TO CONDUCT NONPARTISAN RESEARCH ON THE POLICY POSITIONS OF CANDIDATES IN PRIMARY ELECTIONS. NAME OF ORGANIZATION OR GOVERNMENT: THIRD WAY (H) PURPOSE OF GRANT OR ASSISTANCE: TO ADVANCE FISCAL RESPONSIBILITY AND HEALTHCARE COST REFORM. FORM 990, PART VI, SECTION A, LINE 2 MICHAEL A. PETERSON AND MICHAEL SHANKMAN HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBER WHICH MAY ELECT DIRECTORS AND TRANSACT ANY OTHER BUSINESS AS MAY PROPERLY COME BEFORE THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS ONE CLASS OF MEMBER WITH THE RIGHT TO ELECT DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION HAS ONE CLASS OF MEMBER. CERTAIN GOVERNANCE DECISIONS ARE RESERVED TO SUCH CLASS, INCLUDING THE RIGHT TO AMEND (OR APPROVE THE AMENDMENT OF) THE GOVERNING DOCUMENTS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION'S GOVERNING BODY HAS NOT ESTABLISHED COMMITTEES WITH THE AUTHORITY TO ACT ON ITS BEHALF. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER SUBMITS FORM 990 AND ALL APPLICABLE SCHEDULES ("FORM 990") TO THE BOARD OF DIRECTORS FOR REVIEW. UPON APPROVAL BY THE BOARD OF DIRECTORS, FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS MUST (I) DISCLOSE TO THE BOARD ANY POTENTIAL CONFLICT OF INTEREST WHICH COULD RESULT IN A DIRECT OR INDIRECT FINANCIAL OR PERSONAL BENEFIT TO SUCH DIRECTOR OR OFFICER WHEN IT ARISES AND (II) FURNISH A WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY TO THE BOARD. SUCH DISCLOSURE STATEMENTS ARE REVIEWED ANNUALLY BY THE BOARD. WHEN A POTENTIAL CONFLICT EXISTS, THE PERSON WITH THE CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS AND DECISIONS IN THE APPLICABLE CONTRACT OR OTHER TRANSACTION. THE ORGANIZATION'S DISREGARDED ENTITY AND ITS DIRECTORS AND OFFICERS FOLLOWED THE SAME COMPLIANCE PRACTICES AS THE ORGANIZATION WITH RESPECT TO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S PRACTICE IS TO SET THE COMPENSATION OF ITS EXECUTIVE AND OTHER EMPLOYEES AT REASONABLE LEVELS, INFORMED BY FACTORS SUCH AS THE RELEVANT MARKET, THE QUALIFICATIONS OF THE INDIVIDUAL, AND THE JOB RESPONSIBILITIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PUBLICLY DISCLOSES ITS FINANCIAL POSITION AND ACTIVITIES VIA ITS FORM 990. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. FORM 990, PART XI, LINE 9: PRESENT VALUE DISCOUNT ON GRANTS -17,912. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS REVIEWS AND DISCUSSES THE AUDITED FINANCIAL STATEMENTS WITH THE INDEPENDENT AUDITORS. PJ A CAPITAL LLC 1159 SECOND AVENUE PO BOX 435 NEW YORK NY 10065 LLC THAT HOLDS INVESTMENTS DE 5577508 442062261 PETERSON SOLUTIONS FUND PETER G PETERSON FOUNDATION 888-C EIGHTH AVE BOX 144 NEW YORK NY 10019 260316905 CHARITABLE DE 501(C)(3) PF N/A 0 MICHAEL A PETERSON FOUNDATION 1159 SECOND AVENUE PO BOX 436 NEW YORK NY 10065 261607103 CHARITABLE DE 501(C)(3) PF N/A 0 HOLDINGS A LLC 1159 SECOND AVENUE PO BOX 435 NEW YORK NY 10065 000007426 LLC THAT HOLDS INVESTMENTS DE PETERSON SOLUTIONS FUND C 1441107 39786224 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, PART II: THE ORGANIZATION'S DIRECTOR IS ALSO THE SOLE DIRECTOR OF MICHAEL A. PETERSON FOUNDATION. SCHEDULE R, PART III: THE ORGANIZATION'S FOUNDING CHAIRMAN ALSO CONTROLS CERTAIN FAMILY AND BUSINESS ENTITIES. NONE OF SUCH ENTITIES ENGAGED IN ANY TRANSACTIONS WITH THE ORGANIZATION. SCHEDULE R, PART IV (A): FULL EIN OF HOLDINGS A, LLC WILL BE PROVIDED TO THE IRS UPON REQUEST.