PETER G PETERSON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PETER G PETERSON FOUNDATION (EIN 26-0316905)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-14
- IRS object ID
- 202540459349101004
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-14T14:33:58-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 UNION STREET SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260316905 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER G PETERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 2125429200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888-C EIGHTH AVENUE BOX 144 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SHANKMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2125429200 | PhoneNum |
| Signature | 2025-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATRHYN OKIMOTO | PreparerPersonNm |
| PTIN | P00746598 | PTIN |
| Phone | 2069134000 | PhoneNum |
| Preparation | 2025-02-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,095,437,638 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $35,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,674,447 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,342,041 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,446,960 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,804,775 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,671,083 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $504,589 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,150,958 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $44,626,096 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,968,857 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,069,223 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,069,223 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,334,941 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,334,941 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,431,019 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,432,294 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $776,732 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $448,623 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $208,910 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $141,776 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,504,066 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,374,692 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,106,658 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,629,803 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $325,652 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $190,503 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $177,988 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $10,002 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $9,229 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,862,617 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,014,582 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,223,430 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,017,816 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,714,926 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,944,162 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,219,629 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,968,422 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,237,445 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,714,926 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,912,584 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,611,349 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,253,931 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $568,984 | CashBOYAmt |
| Cash EOY | $420,241 | CashEOYAmt |
| Cash EOYFMV | $420,241 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $195,995,440 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,770,235 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,770,235 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,069,792 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $936,156 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $936,156 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $21,252,329 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $166,266,859 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $166,266,859 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $160,044 | CorporateStockBOYAmt |
| Corporate Stock EOY | $163,797 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $163,797 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $778,805,189 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $844,281,610 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $844,281,610 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,287,199 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,598,740 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,598,740 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,010,138,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,095,437,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,095,437,638 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,480,691 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,113,922 | AccountsPayableEOYAmt |
| Grants Payable BOY | $11,066,080 | GrantsPayableBOYAmt |
| Grants Payable EOY | $7,317,287 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $3,120,283 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,004,983 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,667,054 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,436,192 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $994,471,923 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,082,001,446 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $994,471,923 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,082,001,446 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,010,138,977 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,095,437,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $994,471,923 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,611,349 | ExcessRevenueOverExpensesAmt |
| Other Increases | $93,140,872 | OtherIncreasesAmt |
| Subtotal | $1,082,001,446 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,082,001,446 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PARTNERSHIP K-1 | P | $12,864,095 | $12,864,095 | $12,864,095 | |
| OTHER SECURITIES | P | $24,270,952 | $6,636,526 | $6,636,526 | $17,634,426 |
| SALE OF PARTNERSHIP INTEREST - AIO IV AIV LP | P | -$166,895 | -$166,895 | $166,895 | |
| SALE OF PARTNERSHIP INTEREST - FPA APARTMENT OPPORTUNITY FUND V-A, L.P. | P | -$1 | -$1 | $1 | |
| SALE OF PARTNERSHIP INTEREST - GARRISON REAL ESTATE FUND II LP | P | $336,618 | $336,618 | $336,618 | |
| SALE OF PARTNERSHIP INTEREST - HIGHBROOK INCOME PROPERTY FUND, LP | P | $1 | $1 | $1 | |
| 457(F) PLAN | P | $739 | $739 | $739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,671,083 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $364,930 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $364,930 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $364,930 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $622,973 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $722,973 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $358,043 | OverpaymentAmt |
| Applied To ES Tax | $358,043 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PGPF.ORG | WebsiteAddressTxt |
| Individual With Books | PETER G PETERSON FOUNDATION | IndividualWithBooksNm |
| Phone | 2125429200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888-C EIGHTH AVENUE BOX 144 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL A PETERSON | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | DIRECTOR, CHAIRMAN & CEO | 40.00 | $0 | $0 | $0 |
| JOAN GANZ COONEY | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MICHAEL SHANKMAN | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | TREASURER | 10.00 | $0 | $0 | $0 |
| SUK YUN WON | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | CHIEF OPERATING OFFICER | 40.00 | $453,375 | $50,037 | $0 |
| LORETTA UCELLI | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | EVP - STRATEGY & COMMUNICATIONS | 40.00 | $243,340 | $42,875 | $0 |
| JEFFREY HOLLAND | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | VICE PRESIDENT, RESEARCH | 40.00 | $312,787 | $51,279 | $0 |
| LAURA GORDON | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | VP, COMMUNICATIONS & PUBLIC AFFAIRS | 40.00 | $295,667 | $14,288 | $0 |
| MYRA SUNG | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | VICE PRESIDENT, PROGRAMS | 40.00 | $269,508 | $13,086 | $0 |
| CAROLINE PEARSON | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | EXECUTIVE DIRECTOR, PCH, PHTI | 40.00 | $494,546 | $69,521 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PRABHJOT SINGH | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | SNR ADVISOR, STRATEG | 38.00 | $369,197 | $3,008 | $0 |
| MAIRIN MANCINO | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | VICE PRESIDENT, POLI | 40.00 | $229,884 | $15,900 | $0 |
| SUSAN TANAKA | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | SENIOR POLICY ADVISO | 20.00 | $209,625 | $20,962 | $0 |
| JENNIFER HEETTNER | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | DIRECTOR, MONITORING | 40.00 | $208,288 | $20,829 | $0 |
| MEGAN BARRON | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | MANAGING DIR, ENGMT | 40.00 | $217,413 | $7,587 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 38 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EAST END ADVISORS LLC | |||||
| 610 FIFTH AVENUE SUITE 506 | NEW YORK | NY | 10020 | INVESTMENT MGMT | $2,374,692 |
| MANATT PHELPS & PHILLIPS LLP | |||||
| 2049 CENTURY PARK EAST SUITE 1700 | LOS ANGELES | CA | 900673101 | RESEARCH | $1,278,638 |
| FRANK N MAGID ASSOCIATES INC | |||||
| 8500 NORMANDALE LAKE BLVD STE 630 | MINNEAPOLIS | MN | 55437 | RESEARCH | $645,000 |
| NORC AT THE UNIVERSITY OF CHICAGO | |||||
| 55 EAST MONROE STREET 20TH FLOOR | CHICAGO | IL | 60603 | RESEARCH | $635,000 |
| CURTA INC | |||||
| 113 CHERRY ST PMB 45802 | SEATTLE | WA | 98104 | RESEARCH | $508,543 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 33 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION ACTIVITIES - SEE STATEMENT 19 FOR OVERVIEW GRANTS AND GRANT-MAKINGTHE FOUNDATION PROVIDES GRANTS TO FUND A VARIETY OF PROJECTS AND ORGANIZATIONS THAT ADVANCE ITS MISSION. GRANTEES INCLUDE RESEARCH ORGANIZATIONS, FOUNDATIONS, UNIVERSITIES, ASSOCIATIONS, AND OTHER NOT-FOR-PROFIT ENTITIES THAT ENGAGE IN ACTIVITIES OUTLINED UNDER GRANT AGREEMENTS WITH THE FOUNDATION. THESE GRANTS SUPPORT A RANGE OF EDUCATION, ENGAGEMENT, RESEARCH PROJECTS AND INITIATIVES RELATED TO THE NATION'S LONG-TERM FISCAL OUTLOOK, HEALTHCARE PERFORMANCE AND FUNCTIONING DEMOCRACY. A COMPLETE LISTING OF OUR PAID GRANTS IN FISCAL YEAR 2023 CAN BE FOUND IN PART XIV. | Description1Txt |
| Expenses1 | $27,980,930 | Expenses1Amt |
| Description2 | EDUCATION, AWARENESS, AND ENGAGEMENTTHE FOUNDATION'S EDUCATION, AWARENESS, AND ENGAGEMENT INITIATIVES SEEK TO IMPROVE AMERICANS' UNDERSTANDING OF AND PARTICIPATION IN SUPPORTING FISCAL SUSTAINABILITY AND ECONOMIC RESILIENCY, HEALTHCARE EFFICIENCY AND AN EFFECTIVE DEMOCRACY FOR THE NEXT GENERATION. THE FOUNDATION PRODUCES INFORMATION ON VARIOUS POLICY TOPICS FOR THE GENERAL PUBLIC; CONNECTS A RANGE OF AUDIENCES WITH NON-PARTISAN RESOURCES AND INFORMATION; AND ISSUES POLICY RESEARCH BRIEFS AND STATEMENTS AROUND KEY MILESTONES. THE FOUNDATION ENABLES BROAD DISCOURSE REGARDING ITS CORE PROGRAM AREAS THROUGH ITS WEBSITES AND SOCIAL MEDIA. | Description2Txt |
| Expenses2 | $10,683,589 | Expenses2Amt |
| Description3 | POLICY, RESEARCH AND ANALYSISTHE FOUNDATION PRODUCES NON-PARTISAN RESEARCH, ANALYSES, AND OTHER DATA-DRIVEN INFORMATION TO HELP MAKE COMPLEX FISCAL, HEALTHCARE, AND ECONOMIC ISSUES MORE UNDERSTANDABLE TO THE PUBLIC, THE MEDIA, POLICYMAKERS AND OTHER STAKEHOLDERS. THE FOUNDATION'S RESEARCH AND ANALYSES ARE INCORPORATED INTO ITS EDUCATION, AWARENESS, AND ENGAGEMENT ACTIVITIES, AND ARE MADE ACCESSIBLE THROUGH MULTIPLE CHANNELS, INCLUDING THE FOUNDATION'S WEBSITES, PUBLIC COMMUNICATIONS, AND SOCIAL MEDIA. | Description3Txt |
| Expenses3 | $4,143,262 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $240,927,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,047,622 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $805,117,538 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,074,093,015 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,074,093,015 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,111,395 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,057,981,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,899,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,899,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $364,930 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $277,840 | IncomeTaxAmt |
| Total Tax | $642,770 | TotalTaxAmt |
| Distributable Before Adj | $52,256,311 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $527,819 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,784,130 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,784,130 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,912,584 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,912,584 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,784,130 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,598,932 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,912,584 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,598,932 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,313,652 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $50,470,478 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOAN GANZ COONEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER G PETERSON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888-C EIGHTH AVENUE BOX 144 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125429200 | RecipientPhoneNum |
| Recipient Email Address | INQUIRIES@PGPF.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE STATEMENT 20 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 20 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 20 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF POLITICAL AND SOCIAL SCIENCE | |||||||
| 220 SOUTH 40TH STREET 201-E | PHILADELPHIA | PA | 191043543 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $5,000 | |
| AMERICAN ACTION FORUM INC | |||||||
| 1747 PENNSYLVANIA AVE NW SUITE 5 | WASHINGTON | DC | 200064604 | PC | TO SUPPORT THE DEVELOPMENT OF COMPREHENSIVE SOLUTIONS TO ADDRESS THE NATION'S LONG-TERM FISCAL CHALLENGES, AS PART OF THE PETER G. PETERSON FOUNDATION SOLUTIONS INITIATIVE. | $206,250 | |
| AMERICAN ACTION FORUM INC | |||||||
| 1747 PENNSYLVANIA AVE NW SUITE 5 | WASHINGTON | DC | 200064604 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,860 | |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO SUPPORT THE DEVELOPMENT OF COMPREHENSIVE SOLUTIONS TO ADDRESS THE NATION'S LONG-TERM FISCAL CHALLENGES, AS PART OF THE PETER G. PETERSON FOUNDATION SOLUTIONS INITIATIVE. | $206,250 | |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $25,000 | |
| ASSOCIATION FOR PUBLIC POLICY ANALYSIS AND MANAGEMENT | |||||||
| 1100 VERMONT AVENUE NW SUITE 650 | WASHINGTON | DC | 200056347 | SO I | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $13,500 | |
| BIPARTISAN POLICY CENTER INC | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | PC | TO ADVANCE BIPARTISAN FISCAL AND ECONOMIC POLICY SOLUTIONS THROUGH RESEARCH AND PUBLIC ENGAGEMENT. | $425,000 | |
| BIPARTISAN POLICY CENTER INC | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | PC | TO PRODUCE BIPARTISAN RESEARCH AND ANALYSIS ON FISCAL AND ECONOMIC POLICY SOLUTIONS, INCLUDING POLICIES TO RECOVER FROM THE COVID-19 PANDEMIC. | $250,000 | |
| BIPARTISAN POLICY CENTER INC | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | PC | TO ANALYZE CURRENT TRENDS AND OPPORTUNITIES IN DIGITAL HEALTHCARE TECHNOLOGY, AND ITS ROLE IN IMPROVING QUALITY AND LOWERING COSTS. | $225,000 | |
| BIPARTISAN POLICY CENTER INC | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | PC | TO SUPPORT THE DEVELOPMENT OF COMPREHENSIVE SOLUTIONS TO ADDRESS THE NATION'S LONG-TERM FISCAL CHALLENGES, AS PART OF THE PETER G. PETERSON FOUNDATION SOLUTIONS INITIATIVE. | $206,250 | |
| BIPARTISAN POLICY CENTER INC | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $93,860 | |
| BIPARTISAN POLICY CENTER INC | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | PC | TO DEVELOP AND ANALYZE BIPARTISAN POLICY SOLUTIONS THAT STRENGTHEN AND IMPROVE THE SUSTAINABILITY OF THE SOCIAL SECURITY PROGRAM. | $25,000 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO DEVELOP AND SUPPORT THE ALICE RIVLIN POST-DOCTORAL FELLOWSHIP IN FISCAL POLICY. | $150,000 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO UPDATE, MAINTAIN, AND PROMOTE THE FISCAL SHIP, AN ONLINE GAME THAT CHALLENGES PLAYERS TO PUT THE FEDERAL BUDGET ON A SUSTAINABLE COURSE. | $110,000 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO SUPPORT RESEARCH ON THE EFFECTS OF WEALTH TRANSFERS ON THE TAX SYSTEM. | $70,000 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,860 | |
| BROWN UNIVERSITY OF PROVIDENCE | |||||||
| 121 SOUTH MAIN STREET | PROVIDENCE | RI | 029034202 | PC | TO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND. | $200,000 | |
| BUSINESS EXECUTIVES FOR NATIONAL SECURITY | |||||||
| 1030 15TH STREET NW SUITE 200 E | WASHINGTON | DC | 200051503 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $25,000 | |
| CENTER FOR AMERICAN PROGRESS | |||||||
| 1333 H ST NW SUITE 100E | WASHINGTON | DC | 200054746 | PC | TO SUPPORT THE DEVELOPMENT OF COMPREHENSIVE SOLUTIONS TO ADDRESS THE NATION'S LONG-TERM FISCAL CHALLENGES, AS PART OF THE PETER G. PETERSON FOUNDATION SOLUTIONS INITIATIVE. | $206,250 | |
| CENTER FOR AMERICAN PROGRESS | |||||||
| 1333 H STREET NW SUITE 100E | WASHINGTON | DC | 200054746 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $25,000 | |
| CENTER FOR AMERICAN PROGRESS | |||||||
| 1333 H STREET NW SUITE 100E | WASHINGTON | DC | 200054746 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,860 | |
| CENTER FOR HEALTH CARE STRATEGIES INC | |||||||
| 300 AMERICAN METRO BLVD SUITE 125 | HAMILTON | NJ | 086192371 | PC | TO DEVELOP THE BETTER CARE PLAYBOOK, AN ONLINE RESOURCE FOR STAKEHOLDERS SEEKING TO IMPROVE THE QUALITY AND LOWER THE COST OF CARE FOR HIGH-NEED PATIENTS. | $139,000 | |
| CITIZENS BUDGET COMMISSION INC | |||||||
| 240 WEST 35TH ST SUITE 302 | NEW YORK | NY | 100012506 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $28,000 | |
| BILL HILLARY & CHELSEA CLINTON FOUNDATION | |||||||
| 1200 PRESIDENT CLINTON AVENUE | LITTLE ROCK | AR | 722010000 | PC | TO SUPPORT THE EXECUTION OF UP TO US, A NATIONWIDE NONPARTISAN INITIATIVE EMPOWERING COLLEGE STUDENTS TO EDUCATE AND ENGAGE THEIR PEERS ON AMERICA'S FISCAL CHALLENGES AND THE IMPACT ON THEIR FUTURE. | $250,000 | |
| COALITION TO TRANSFORM ADVANCED CARE | |||||||
| 601 MASSACHUSETTS AVE NW SUITE 520 | WASHINGTON | DC | 200434364 | PC | TO SUPPORT HEALTHCARE PRACTICES THAT ENSURE COMPASSIONATE, COORDINATED CARE FOR INDIVIDUALS WITH ADVANCED ILLNESS. | $125,000 | |
| COALITION TO TRANSFORM ADVANCED CARE | |||||||
| 601 MASSACHUSETTS AVE NW SUITE 520 | WASHINGTON | DC | 200434364 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $25,000 | |
| COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET | |||||||
| 1025 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 200363536 | PC | TO ADVANCE RESPONSIBLE FISCAL POLICY AND BUDGET PROCESS REFORM THROUGH POLICY RESEARCH, OUTREACH, AND PUBLIC ENGAGEMENT. | $2,543,545 | 1100 |
| COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET | |||||||
| 1025 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 200363536 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,860 | 1100 |
| CONCORD COALITION CORP | |||||||
| 1530 WILSON BLVD STE 550 | ARLINGTON | VA | 222092455 | PC | TO EDUCATE THE PUBLIC ABOUT THE CAUSES AND CONSEQUENCES OF FEDERAL BUDGET DEFICITS AND THE IMPORTANCE OF BUILDING A SECURE FISCAL FOUNDATION FOR ECONOMIC GROWTH. | $750,000 | |
| CONFERENCE BOARD INC | |||||||
| 845 THIRD AVENUE THIRD FLOOR | NEW YORK | NY | 100226600 | SO I | TO SUPPORT RESEARCH AND OUTREACH PROMOTING FISCAL SUSTAINABILITY AMONG POLICYMAKERS AND BUSINESS LEADERS. | $100,000 | |
| CONFERENCE BOARD INC | |||||||
| 845 THIRD AVENUE THIRD FLOOR | NEW YORK | NY | 100226600 | SO I | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $50,000 | |
| COUNCIL FOR ECONOMIC EDUCATION | |||||||
| 122 EAST 42ND ST SUITE 1012 | NEW YORK | NY | 10168 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $25,000 | |
| DIGITAL MEDICINE SOCIETY INC | |||||||
| 90 CANAL STREET 4TH FL | BOSTON | MA | 021142022 | PC | TO SUPPORT INTEGRATED EVIDENCE PLANS FOR DIGITAL HEALTH PRODUCTS. | $100,000 | |
| ECONOMIC POLICY INSTITUTE | |||||||
| 1225 EYE STREET NW SUITE 600 | WASHINGTON | DC | 200055960 | PC | TO SUPPORT THE DEVELOPMENT OF COMPREHENSIVE SOLUTIONS TO ADDRESS THE NATION'S LONG-TERM FISCAL CHALLENGES, AS PART OF THE PETER G. PETERSON FOUNDATION SOLUTIONS INITIATIVE. | $206,250 | |
| ECONOMIC POLICY INSTITUTE | |||||||
| 1225 EYE STREET NW SUITE 600 | WASHINGTON | DC | 200055960 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,860 | |
| ELECTION TRUST INITIATIVE LLC | |||||||
| 901 E STREET NW | WASHINGTON | DC | 200042037 | PC | TO SUPPORT NONPARTISAN INITIATIVES TO IMPROVE THE SYSTEM FOR ADMINISTERING ELECTIONS IN THE UNITED STATES. | $5,000,000 | |
| FISCAL CHALLENGE INC | |||||||
| 115 TUCKERS POND DRIVE | CHAPEL HILL | NC | 275164390 | SO I | TO SUPPORT A COMPETITION FOR COLLEGE STUDENTS TO DEVELOP BUDGET PLANS THAT STABILIZE FEDERAL DEBT AS A SHARE OF THE ECONOMY OVER THE LONG TERM. | $52,933 | |
| THE FOUNDATION FOR RESEARCH ON EQUAL OPPORTUNITY | |||||||
| 650 MASSACHUSETTS AVENUE NW SUITE | WASHINGTON | DC | 20001 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,860 | 600 |
| HOWARD UNIVERSITY | |||||||
| 2244 10TH STREET ROOM 302 | WASHINGTON | DC | 200590001 | PC | TO INCREASE DIVERSITY IN THE FIELD OF ECONOMICS THROUGH SUPPORT OF THE AMERICAN ECONOMIC ASSOCIATION SUMMER TRAINING PROGRAM, IN PARTNERSHIP WITH THE WOMENS INSTITUTE FOR SCIENCE, EQUITY, AND RACE. | $200,000 | |
| INDEPENDENT SECTOR | |||||||
| 1602 L STREET NW SUITE 900 | WASHINGTON | DC | 200365682 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $25,000 | |
| INSTITUTE FOR CLINICAL AND ECONOMIC REVIEW | |||||||
| 14 BEACON STREET SUITE 800 | BOSTON | MA | 021083704 | PC | TO SUPPORT THE ASSESSMENT OF DIGITAL HEALTH TECHNOLOGIES. | $125,000 | |
| HENRY J KAISER FAMILY FOUNDATION | |||||||
| 185 BERRY STREET SUITE 2000 | SAN FRANCISCO | CA | 941071704 | PC | TO SUPPORT AND EXPAND THE PETERSON-KAISER HEALTH SYSTEM TRACKER, A RESOURCE TO MONITOR PERFORMANCE OF THE U.S. HEALTHCARE SYSTEM. | $1,700,000 | |
| HENRY J KAISER FAMILY FOUNDATION | |||||||
| 185 BERRY STREET SUITE 2000 | SAN FRANCISCO | CA | 941071704 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,860 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 100173808 | PC | TO SUPPORT THE DEVELOPMENT OF COMPREHENSIVE SOLUTIONS TO ADDRESS THE NATION'S LONG-TERM FISCAL CHALLENGES, AS PART OF THE PETER G. PETERSON FOUNDATION SOLUTIONS INITIATIVE. | $206,250 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 100173808 | PC | TO DEVELOP POLICY RESEARCH PAPERS ON FISCAL ISSUES AND SOLUTIONS. | $120,000 | |
| MERCATUS CENTER INC | |||||||
| 3434 WASHINGTON BLVD | ARLINGTON | VA | 222014540 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,860 | |
| MILBANK MEMORIAL FUND | |||||||
| 645 MADISON AVE 15TH FLOOR | NEW YORK | NY | 100221010 | EOF | TO HELP STATES DEVELOP AND IMPLEMENT COST GROWTH TARGETS TO IMPROVE HEALTHCARE AFFORDABILITY. | $1,810,000 | |
| NABE FOUNDATION OF THE NATIONAL ASSOCIATION FOR BUSINESS ECONOMICS | |||||||
| 1020 19TH STREET NW SUITE 550 | WASHINGTON | DC | 20036 | SO I | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $40,000 | |
| NATIONAL ACADEMY OF SCIENCES | |||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | SO I | TO DEVELOP APPROACHES TO ALIGN PHARMACEUTICAL INVESTMENTS IN INNOVATION WITH UNMET HEALTH NEEDS. | $350,000 | |
| NATIONAL ACADEMY OF SOCIAL INSURANCE | |||||||
| 1441 L ST NW SUITE 530 | WASHINGTON | DC | 200054679 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $15,000 | |
| NATIONAL ASSOCIATION OF HEALTH DATA ORGANIZATIONS | |||||||
| 965 E CENTER ST | PROVO | UT | 846063535 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $3,750 | |
| NATIONAL BUREAU OF ECONOMIC RESEARCH INC | |||||||
| 1050 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021385359 | PC | TO SUPPORT A POST-DOCTORAL FELLOWSHIP PROGRAM ON LONG-TERM FISCAL POLICY. | $175,500 | |
| NET IMPACT | |||||||
| 1333 BROADWAY SUITE 250 | OAKLAND | CA | 946122081 | PC | TO SUPPORT THE EXECUTION OF UP TO US, A NATIONWIDE NONPARTISAN INITIATIVE EMPOWERING COLLEGE STUDENTS TO EDUCATE AND ENGAGE THEIR PEERS ON AMERICA'S FISCAL CHALLENGES AND THE IMPACT ON THEIR FUTURE. | $1,077,000 | |
| NUCLEAR THREAT INITIATIVE INC | |||||||
| 1776 EYE STREET NW SUITE 600 | WASHINGTON | DC | 20006 | PC | TO SUPPORT NTI'S EFFORT TO IMPROVE GLOBAL NUCLEAR SECURITY THROUGH RESEARCH ON NUCLEAR MATERIALS SECURITY AND THE ENGAGEMENT AND DEVELOPMENT OF LEADERSHIP NETWORKS OF NUCLEAR EXPERTS AND POLICYMAKERS WORLDWIDE. | $1,500,000 | |
| NUCLEAR THREAT INITIATIVE INC | |||||||
| 1776 EYE STREET NW SUITE 600 | WASHINGTON | DC | 20006 | PC | TO SUPPORT INTERNATIONAL NETWORKS TO ADVANCE NUCLEAR SAFETY AND SECURITY. | $500,000 | |
| PANETTA INSTITUTE FOR PUBLIC POLICY | |||||||
| 100 CAMPUS CENTER BUILDING 86E | SEASIDE | CA | 939558000 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $15,000 | |
| PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS | |||||||
| 1750 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200361903 | PC | TO SUPPORT NON-PARTISAN RESEARCH AND ANALYSIS ON GLOBAL AND DOMESTIC FISCAL AND ECONOMIC POLICY. | $3,000,000 | |
| PROGRESSIVE POLICY INSTITUTE | |||||||
| 1919 M STREET NW SUITE 300 | WASHINGTON | DC | 20036 | PC | TO SUPPORT RESEARCH, ANALYSIS AND OUTREACH TO PROMOTE FISCAL SUSTAINABILITY. | $225,000 | |
| PROGRESSIVE POLICY INSTITUTE | |||||||
| 1919 M STREET NW SUITE 300 | WASHINGTON | DC | 20036 | PC | TO SUPPORT THE DEVELOPMENT OF COMPREHENSIVE SOLUTIONS TO ADDRESS THE NATION'S LONG-TERM FISCAL CHALLENGES, AS PART OF THE PETER G. PETERSON FOUNDATION SOLUTIONS INITIATIVE. | $206,250 | |
| PROGRESSIVE POLICY INSTITUTE | |||||||
| 1919 M STREET NW SUITE 300 | WASHINGTON | DC | 20036 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,860 | |
| ROCK HEALTH FOUNDATION | |||||||
| 333 BUSH STREET FL 4 | SAN FRANCISCO | CA | 941042854 | SO I | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $100,000 | |
| SADIE COLLECTIVE | |||||||
| 712 H STREET NE PMB 94370 | WASHINGTON | DC | 200023627 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $25,000 | |
| SADIE COLLECTIVE | |||||||
| 712 H STREET NE PMB 94370 | WASHINGTON | DC | 200023627 | PC | TO DEVELOP A PROGRAM FOR HIGH SCHOOL STUDENTS THAT INCREASES DIVERSITY IN THE FIELD OF ECONOMICS. | $23,000 | |
| UNIVERSITY OF CHICAGO | |||||||
| 6054 S DREXEL AVE SUITE 400 | CHICAGO | IL | 606372612 | PC | TO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND. | $200,000 | |
| UNIVERSITY OF CHICAGO | |||||||
| 6054 S DREXEL AVE SUITE 400 | CHICAGO | IL | 606372612 | PC | TO INCREASE DIVERSITY IN THE FIELD OF ECONOMICS AND PROMOTE GREATER INCLUSION IN FISCAL AND ECONOMIC POLICYMAKING. | $72,884 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3500 SOUTH FIGUEROA STREET SUITE | LOS ANGELES | CA | 900898003 | SO I | TO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND. | $200,000 | 102 |
| UNIVERSITY OF WASHINGTON | |||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98195 | GOV | TO CREATE THE FIRST NATIONWIDE DATASET OF U.S. HEALTHCARE EXPENDITURES AND VALUE AT THE COUNTY LEVEL. | $180,000 | |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLAZA SW 2ND FLOOR | WASHINGTON | DC | 200242274 | PC | TO INCREASE AWARENESS AND IMPROVE UNDERSTANDING OF THE DRIVERS OF AMERICAS FISCAL CHALLENGES. | $108,000 | |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLAZA SW 2ND FLOOR | WASHINGTON | DC | 200242274 | PC | TO SUPPORT KIDS' SHARE, A PROJECT MEASURING SPENDING ON CHILDREN IN THE FEDERAL BUDGET. | $60,000 | |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLAZA SW 2ND FLOOR | WASHINGTON | DC | 200242274 | PC | TO SUPPORT TAX POLICY CENTER'S FEDERAL TAX MODEL AND RESEARCH AND ANALYSIS OF FISCAL POLICY DEVELOPMENTS. | $50,000 | |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLAZA SW 2ND FLOOR | WASHINGTON | DC | 200242274 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,860 | |
| THE VOLCKER ALLIANCE | |||||||
| 39 BROADWAY SUITE 1930 | NEW YORK | NY | 100063153 | PC | TO RESEARCH AND REPORT ON BEST PRACTICES IN MANAGING STATE AND LOCAL BUDGETS DURING THE COVID-19 PANDEMIC, WITH A FOCUS ON NEW YORK STATE AND NEW YORK CITY. | $300,000 | |
| WASHINGTON STATE HEALTH CARE AUTHORITY | |||||||
| 626 8TH AVENUE SE | OLYMPIA | WA | 98501 | GOV | TO IDENTIFY AND ADDRESS DRIVERS OF HEALTHCARE COST GROWTH IN WASHINGTON STATE. | $310,100 | |
| WOMENS CONGRESSIONAL POLICY INSTITUTE | |||||||
| 409 12TH STREET SUITE 702 | WASHINGTON | DC | 200242125 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $25,000 | |
| WOMENS INSTITUTE FOR SCIENCE EQUITY AND RACE | |||||||
| 9291 LAUREL GROVE ROAD SUITE 92 | MECHANICSVILLE | VA | 231163851 | PC | TO INCREASE DIVERSITY IN THE FIELD OF ECONOMICS AND PROMOTE GREATER INCLUSION IN FISCAL AND ECONOMIC POLICYMAKING THROUGH SUPPORT OF THE AMERICAN ECONOMIC ASSOCIATION SUMMER TRAINING PROGRAM, HOSTED BY HOWARD UNIVERSITY. | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,968,422 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN ACTION FORUM INC | ||||||
| 1747 PENNSYLVANIA AVE NW SUITE 5 | WASHINGTON | DC | 200064604 | PC | TO SUPPORT THE DEVELOPMENT OF COMPREHENSIVE SOLUTIONS TO ADDRESS THE NATION'S LONG-TERM FISCAL CHALLENGES, AS PART OF THE PETER G. PETERSON FOUNDATION SOLUTIONS INITIATIVE. | $68,750 |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | ||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO SUPPORT THE DEVELOPMENT OF COMPREHENSIVE SOLUTIONS TO ADDRESS THE NATION'S LONG-TERM FISCAL CHALLENGES, AS PART OF THE PETER G. PETERSON FOUNDATION SOLUTIONS INITIATIVE. | $68,750 |
| BIPARTISAN POLICY CENTER INC | ||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | PC | TO ADVANCE BIPARTISAN FISCAL AND ECONOMIC POLICY SOLUTIONS THROUGH RESEARCH AND PUBLIC ENGAGEMENT. | $100,000 |
| BIPARTISAN POLICY CENTER INC | ||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | PC | TO SUPPORT THE DEVELOPMENT OF COMPREHENSIVE SOLUTIONS TO ADDRESS THE NATION'S LONG-TERM FISCAL CHALLENGES, AS PART OF THE PETER G. PETERSON FOUNDATION SOLUTIONS INITIATIVE. | $68,750 |
| BIPARTISAN POLICY CENTER INC | ||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $16,000 |
| BROOKINGS INSTITUTION | ||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO DEVELOP POLICY REFORMS TO STABILIZE PROGRAMS THAT SUPPORT OLDER ADULTS. | $150,000 |
| BROOKINGS INSTITUTION | ||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO UPDATE, MAINTAIN, AND PROMOTE THE FISCAL SHIP, AN ONLINE GAME THAT CHALLENGES PLAYERS TO PUT THE FEDERAL BUDGET ON A SUSTAINABLE COURSE. | $76,000 |
| BROOKINGS INSTITUTION | ||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO SUPPORT RESEARCH ON THE EFFECTS OF WEALTH TRANSFERS ON THE TAX SYSTEM. | $30,000 |
| BROOKINGS INSTITUTION | ||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $6,000 |
| CENTER FOR AMERICAN PROGRESS | ||||||
| 1333 H STREET NW SUITE 100E | WASHINGTON | DC | 200054746 | PC | TO SUPPORT THE DEVELOPMENT OF COMPREHENSIVE SOLUTIONS TO ADDRESS THE NATION'S LONG-TERM FISCAL CHALLENGES, AS PART OF THE PETER G. PETERSON FOUNDATION SOLUTIONS INITIATIVE. | $68,750 |
| CENTER FOR AMERICAN PROGRESS | ||||||
| 1333 H STREET NW SUITE 100E | WASHINGTON | DC | 200054746 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $6,000 |
| CENTER FOR HEALTH CARE STRATEGIES INC | ||||||
| 300 AMERICAN METRO BLVD SUITE 125 | HAMILTON | NJ | 086192371 | PC | TO DEVELOP THE BETTER CARE PLAYBOOK, AN ONLINE RESOURCE FOR STAKEHOLDERS SEEKING TO IMPROVE THE QUALITY AND LOWER THE COST OF CARE FOR HIGH-NEED PATIENTS. | $90,000 |
| COALITION TO TRANSFORM ADVANCED CARE | ||||||
| 601 MASSACHUSETTS AVE NW SUITE 520 | WASHINGTON | DC | 200434364 | PC | TO SUPPORT HEALTHCARE PRACTICES THAT ENSURE COMPASSIONATE, COORDINATED CARE FOR INDIVIDUALS WITH ADVANCED ILLNESS. | $100,000 |
| CONFERENCE BOARD INC | ||||||
| 845 THIRD AVENUE THIRD FLOOR | NEW YORK | NY | 100226600 | SO I | TO SUPPORT RESEARCH AND OUTREACH PROMOTING FISCAL SUSTAINABILITY AMONG POLICYMAKERS AND BUSINESS LEADERS. | $360,000 |
| DIGITAL MEDICINE SOCIETY INC | ||||||
| 90 CANAL STREET 4TH FL | BOSTON | MA | 021142022 | PC | TO SUPPORT INTEGRATED EVIDENCE PLANS FOR DIGITAL HEALTH PRODUCTS. | $100,000 |
| ECONOMIC POLICY INSTITUTE | ||||||
| 1225 EYE STREET NW SUITE 600 | WASHINGTON | DC | 200055960 | PC | TO SUPPORT THE DEVELOPMENT OF COMPREHENSIVE SOLUTIONS TO ADDRESS THE NATION'S LONG-TERM FISCAL CHALLENGES, AS PART OF THE PETER G. PETERSON FOUNDATION SOLUTIONS INITIATIVE. | $68,750 |
| FISCAL CHALLENGE INC | ||||||
| 115 TUCKERS POND DRIVE | CHAPEL HILL | NC | 275164390 | SO I | TO SUPPORT A COMPETITION FOR COLLEGE STUDENTS TO DEVELOP BUDGET PLANS THAT STABILIZE FEDERAL DEBT AS A SHARE OF THE ECONOMY OVER THE LONG TERM. | $71,000 |
| INSTITUTE FOR CLINICAL AND ECONOMIC REVIEW | ||||||
| 14 BEACON STREET SUITE 800 | BOSTON | MA | 021080000 | PC | TO SUPPORT THE ASSESSMENT OF DIGITAL HEALTH TECHNOLOGIES. | $30,000 |
| HENRY J KAISER FAMILY FOUNDATION | ||||||
| 185 BERRY STREET SUITE 2000 | SAN FRANCISCO | CA | 941071704 | PC | TO SUPPORT AND EXPAND THE PETERSON-KAISER HEALTH SYSTEM TRACKER, A RESOURCE TO MONITOR PERFORMANCE OF THE U.S. HEALTHCARE SYSTEM. | $1,795,000 |
| HENRY J KAISER FAMILY FOUNDATION | ||||||
| 185 BERRY STREET SUITE 2000 | SAN FRANCISCO | CA | 941071704 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $6,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | ||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 100173808 | PC | TO DEVELOP POLICY RESEARCH PAPERS ON FISCAL ISSUES AND SOLUTIONS. | $283,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | ||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 100173808 | PC | TO SUPPORT THE DEVELOPMENT OF COMPREHENSIVE SOLUTIONS TO ADDRESS THE NATION'S LONG-TERM FISCAL CHALLENGES, AS PART OF THE PETER G. PETERSON FOUNDATION SOLUTIONS INITIATIVE. | $68,750 |
| NATIONAL ACADEMY OF SCIENCES | ||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | SO I | TO DEVELOP APPROACHES TO ALIGN PHARMACEUTICAL INVESTMENTS IN INNOVATION WITH UNMET HEALTH NEEDS. | $150,000 |
| NATIONAL TAX ASSOCIATION TAX INSTITUTE OF AMERICA | ||||||
| 1100 VERMONT AVE NW SUITE 650 | WASHINGTON | DC | 20005 | SO I | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $10,000 |
| NET IMPACT | ||||||
| 1333 BROADWAY SUITE 250 | OAKLAND | CA | 946122081 | PC | TO SUPPORT THE EXECUTION OF UP TO US, A NATIONWIDE NONPARTISAN INITIATIVE EMPOWERING COLLEGE STUDENTS TO EDUCATE AND ENGAGE THEIR PEERS ON AMERICA'S FISCAL CHALLENGES AND THE IMPACT ON THEIR FUTURE. | $750,000 |
| PROGRESSIVE POLICY INSTITUTE | ||||||
| 1919 M STREET NW SUITE 300 | WASHINGTON | DC | 20036 | PC | TO SUPPORT THE DEVELOPMENT OF COMPREHENSIVE SOLUTIONS TO ADDRESS THE NATION'S LONG-TERM FISCAL CHALLENGES, AS PART OF THE PETER G. PETERSON FOUNDATION SOLUTIONS INITIATIVE. | $68,750 |
| PROGRESSIVE POLICY INSTITUTE | ||||||
| 1919 M STREET NW SUITE 300 | WASHINGTON | DC | 20036 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $6,000 |
| SADIE COLLECTIVE | ||||||
| 712 H STREET NE PMB 94370 | WASHINGTON | DC | 200023627 | PC | TO DEVELOP A PROGRAM FOR HIGH SCHOOL STUDENTS THAT INCREASES DIVERSITY IN THE FIELD OF ECONOMICS. | $2,000 |
| URBAN INSTITUTE | ||||||
| 500 LENFANT PLAZA SW 2ND FLOOR | WASHINGTON | DC | 200242274 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $6,000 |
| WASHINGTON STATE HEALTH CARE AUTHORITY | ||||||
| 626 8TH AVENUE SE | OLYMPIA | WA | 98501 | GOV | TO IDENTIFY AND ADDRESS DRIVERS OF HEALTHCARE COST GROWTH IN WASHINGTON STATE. | $575,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,200,150 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI ACCRUED INTEREST INCOME | Desc |
| Related Or Exempt Function Incm | $503,558 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,674,447 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,446,960 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $100 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,031 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,122,538 | ExclusionAmt |
| Related Or Exempt Function Incm | $503,558 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,626,096 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | INTEREST INCOME FROM CIVICA RX - PROGRAM RELATED INVESTMENT IS USED TO PROVIDE HIGH-NEEDS POPULATIONS WITH TIMELY ACCESS TO ESSENTIAL GENERIC DRUGS AT AFFORDABLE PRICES. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | Yes (1) | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1b(5) | LineNumberTxt |
| Involved | $10,325,363 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIVICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | PROGRAM RELATED INVESTMENT CONSISTS OF A CREDIT FACILITY AGREEMENT. AS OF MARCH 31, 2024, $9,000,000 WAS DRAWN AGAINST THE CREDIT AGREEMENT AND INTEREST OF $1,325,363 WAS ACCRUED. AS OF MARCH 31, 2024, $10,325,363 WAS DRAWN AGAINST THE CREDIT AGREEMENT INCLUDING INTEREST. SEE STATEMENT 22 FOR FURTHER DETAILS. | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (2 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| CIVICA INC | |
| SOCIAL WELFARE ORG | A DIRECTOR OF CIVICA, INC. WAS APPOINTED BY THE PETER G. PETERSON FOUNDATION. |
| PETERSON SOLUTIONS FUND | |
| SOCIAL WELFARE ORG | COMMON DIRECTOR |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOAN GANZ COONEY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888-C EIGHTH AVENUE BOX 144 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $35,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT & ACCOUNTING FEES | $99,500 | $0 | $99,500 |
| PROFESSIONAL TAX FEES | $109,410 | $0 | $42,276 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| SUMMARY OF DIRECT CHARITABLE ACTIVITIES | FORM 990-PF, PART VIII-A | FOUNDATION ACTIVITIESTHE PETER G. PETERSON FOUNDATION'S MISSION IS TO INCREASE PUBLIC AWARENESS OF THE NATURE AND URGENCY OF THE KEY FISCAL CHALLENGES THREATENING AMERICA'S FUTURE AND TO ACCELERATE ACTION ON THEM. TO ADDRESS THESE CHALLENGES SUCCESSFULLY, WE WORK TO BRING AMERICANS TOGETHER TO FIND AND IMPLEMENT SENSIBLE, LONG-TERM SOLUTIONS THAT TRANSCEND AGE, PARTY LINES, AND IDEOLOGICAL DIVIDES IN ORDER TO ACHIEVE REAL RESULTS. WE ADVANCE OUR MISSION THROUGH GRANT-MAKING, EDUCATION AND AWARENESS INITIATIVES, AND POLICY, RESEARCH AND ANALYSIS.IN 2014, THE FOUNDATION ESTABLISHED THE PETERSON CENTER ON HEALTHCARE, AN ORGANIZATION DEDICATED TO MAKING HIGHER QUALITY, MORE AFFORDABLE HEALTHCARE A REALITY FOR ALL AMERICANS. AS A DIVISION OF THE FOUNDATION, THE CENTER IS WORKING TO TRANSFORM U.S. HEALTHCARE INTO A HIGH-PERFORMANCE SYSTEM BY FINDING INNOVATIVE SOLUTIONS THAT IMPROVE QUALITY AND LOWER COSTS, AND ACCELERATING THEIR ADOPTION ON A NATIONAL SCALE. THE CENTER COLLABORATES WITH STAKEHOLDERS ACROSS THE HEALTHCARE SYSTEM AND ENGAGES IN GRANT- MAKING, PARTNERSHIPS, AND RESEARCH. THE FOUNDATION ALSO ENGAGES IN A RANGE OF NONPARTISAN EFFORTS TO STRENGTHEN THE DEMOCRATIC FOUNDATIONS OF THE UNITED STATES AND THE EXCHANGE OF IDEAS THAT IS REQUIRED FOR EFFECTIVE POLICYMAKING. |
| CONTINUATION OF SUPPLEMENTARY INFORMATION | FORM 990-PF, PART XIV | 2A: NAME & ADDRESS OF PERSON TO WHOM APPLICATIONS SHOULD BE SUBMITTED:PETER G. PETERSON FOUNDATION888-C EIGHTH AVENUE, BOX #144NEW YORK, NY 10019TELEPHONE: 212-542-9200 EMAIL: INQUIRIES@PGPF.ORGINQUIRIES@PETERSONHEALTHCARE.ORG2B: FORM AND CONTENT OF APPLICATIONS:A BRIEF DESCRIPTION OF THE PROPOSED PROJECT VIA EMAIL.2C: ANY SUBMISSION DEADLINES:INQUIRIES ARE ACCEPTED AT ANY TIME DURING THE YEAR.2D: RESTRICTIONS OR LIMITATIONS ON AWARDS:PETER G. PETERSON FOUNDATION GENERAL GRANT ELIGIBILITY GUIDELINES/ REQUIREMENTS:THE PETER G. PETERSON FOUNDATION:-CONSIDERS GRANT REQUESTS DIRECTLY RELATED TO THE FOUNDATION'S MISSION AND PRIORITIES-GENERALLY AWARDS GRANTS TO U.S. BASED 501(C)(3) NONPROFIT ORGANIZATIONS-PREFERS TO SUPPORT ORGANIZATIONS THAT HAVE BEEN IN EXISTENCE FOR AT LEAST TWO YEARS, WITH ANNUAL OPERATING BUDGETS OF AT LEAST $1 MILLION-SEEKS TO PARTNER WITH ORGANIZATIONS THAT HAVE THE ABILITY TO IMPLEMENT PROGRAMMING FOR NATIONAL IMPACTTHE PETER G. PETERSON FOUNDATION DOES NOT PARTICIPATE IN ACTIVITIES WHICH ARE PROHIBITED FOR PRIVATE FOUNDATIONS AND DOES NOT SUPPORT INSTITUTIONS THAT DISCRIMINATE ON THE BASIS OF, AMONG OTHER THINGS, RACE, RELIGION, GENDER, NATIONAL ORIGIN, AGE, DISABILITY OR SEXUAL ORIENTATION, IN POLICY OR IN PRACTICE. IN ADDITION THE PETER G. PETERSON FOUNDATION DOES NOT GENERALLY ENGAGE IN CERTAIN OTHER PRACTICES, INCLUDING BUT NOT LIMITED TO:-FUNDING ORGANIZATIONS BASED OUTSIDE OF THE UNITED STATES-GIVING GRANTS TO INDIVIDUALS-FUNDING SOCIAL OR FRATERNAL ORGANIZATIONS-SUPPORTING CAPITAL CAMPAIGNS, AUCTIONS, AND OTHER SIMILAR ACTIVITIES-PROVIDING UNRESTRICTED FUNDING-UNDERWRITING CHAIRS, ENDOWMENTS, OR ACADEMIC SCHOLARSHIPSFOR MORE INFORMATION ON THE FOUNDATION'S GUIDELINES FOR AWARDS, APPLICANTS MAY VISIT OUR WEBSITE: WWW.PGPF.ORG |
| 3A/B | FORM 990-PF, PART XIV | GRANTS/CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT:GRANTEE NAMES WITH * AFTER THE NAME ARE GRANTS MADE FROM THE PETERSON CENTER ON HEALTHCARE LLC, WHICH IS A WHOLLY OWNED SUBSIDIARY OF THE PETER G. PETERSON FOUNDATION.GRANTEE NAMES WITH ** AFTER THE NAME ARE GRANTS MADE FROM THE PETERSON HEALTH TECHNOLOGY INSTITUTE LLC, WHICH IS A WHOLLY OWNED SUBSIDIARY OF THE PETERSON CENTER ON HEALTHCARE LLC. |
| EXPENDITURE RESPONSIBILITY | FORM 990-PF, PART VIII-B | PRI RECIPIENTCIVICA, INC.2912 W. EXECUTIVE PKWYLEHI, UT 84043DATES AMOUNTS10/23/2019 $2,535,211.2703/31/2020 $1,470,384.5007/25/2022 $2,414,922.5701/18/2023 $2,579,481.66ACCRUED INTEREST THROUGH 03/31/2024 $1,325,363.00PURPOSEPROGRAM RELATED INVESTMENT, LINE OF CREDIT - TO SUPPORT PROGRAMS, INITIATIVES AND ACTIVITIES CARRIED OUT THROUGH MEMBER HOSPITALS AND HEALTH SYSTEMS THAT PROVIDE HIGH-NEEDS POPULATIONS WITH TIMELY ACCESS TO ESSENTIAL GENERIC DRUGS AT AFFORDABLE PRICES. HIGH-NEEDS POPULATIONS INCLUDE POPULATIONS IN THE FEDERAL GOVERNMENT'S 340B PROGRAM FOR DISCOUNTED DRUG PRICING FOR UNINSURED AND LOW-INCOME INDIVIDUALS. THIS POPULATION INCLUDES UNINSURED PATIENTS, PATIENTS AT OR BELOW 150% OF POVERTY LEVELS, PATIENTS WITH HIGH HEALTH CARE SPENDING (E.G., TOP 10%) AND IMPOVERISHED OR OTHERWISE VULNERABLE OR DISADVANTAGED PATIENTS SUCH AS THE DISABLED, THE FRAIL ELDERLY, AND THOSE WITH MULTIPLE CHRONIC CONDITIONS.AMOUNTS EXPENDED$2,371,719DATES OF REPORTSAUDITED FINANCIAL STATEMENTS AS OF 12/31/2019 DATED 4/20/2020, AS OF 12/31/2020 DATED 10/29/2021, AS OF 12/31/2021 DATED 5/16/2022, AS OF 12/31/2022 DATED 3/24/2023, AND AS OF 12/31/2023 DATED 4/15/2024.GRANTEE REPORTS DATED 4/10/2020, 6/12/2020, 12/14/2021, 6/10/2022, 3/27/2023, 3/5/2024DIVERSION OF FUNDSTO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.VERIFICATIONTHE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE PRI RECIPIENT; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EDITAS MEDICINE INC | StockNm |
| EOY Book Value | $163,797 | EOYBookValueAmt |
| EOYFMV | $163,797 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $166,266,859 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $166,266,859 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (95 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABRAMS CAPITAL PARTNERS II, LP | FMV | $2,487,185 | $2,487,185 |
| ACACIA PROPERTY CORPORATION 2022 | FMV | $1,821,321 | $1,821,321 |
| ACE REDPOINT OPPORTUNITY CHINA, LP | FMV | $783,774 | $783,774 |
| ACE REDPOINT VENTURES CHINA II, LP | FMV | $2,527,509 | $2,527,509 |
| ACE REDPOINT VENTURES CHINA III, LP | FMV | $521,015 | $521,015 |
| ACTIVUM SG FEEDER FUND V LP | FMV | $7,303,208 | $7,303,208 |
| ALLOCATED AND UNALLOCATED GOLD | FMV | $39,164,072 | $39,164,072 |
| ALTAS PARTNERS HOLDINGS (A) LP | FMV | $8,586,573 | $8,586,573 |
| ALTAS PARTNERS HOLDINGS II LP | FMV | $13,026,492 | $13,026,492 |
| ALTAS PARTNERS HOLDINGS III LP | FMV | $1,382,125 | $1,382,125 |
| AMANSA FEEDER, LTD | FMV | $34,429,732 | $34,429,732 |
| AMERICAN SECURITIES PARTNERS VI, LP | FMV | $6,391,125 | $6,391,125 |
| APH ST. AUGUSTINE HOLDINGS (A) LP | FMV | $1,016,626 | $1,016,626 |
| ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED | FMV | $62,014,634 | $62,014,634 |
| ARTEMIS REAL ESTATE PARTNERS FUND II, LP | FMV | $1,037,987 | $1,037,987 |
| AXON PARTNERS (OFFSHORE), LTD (F/K/A TPG) | FMV | $99,387 | $99,387 |
| BAUPOST VALUE PARTNERS, LP - IV | FMV | $8,549,197 | $8,549,197 |
| BOND III, LP | FMV | $808,335 | $808,335 |
| BROOKSIDE CAYMAN, LIMITED | FMV | $14 | $14 |
| CANTILLON GLOBAL EQUITY LP | FMV | $79,441,701 | $79,441,701 |
| CENTERBRIDGE CREDIT PARTNERS TE, LP | FMV | $260,765 | $260,765 |
| CYRUS OPPORTUNITIES FUND II, LTD | FMV | $10,901,400 | $10,901,400 |
| CYRUS SELECT OPPORTUNITIES FUND, LTD | FMV | $16,204,402 | $16,204,402 |
| CYRUS SELECT OPPORTUNITIES MASTER FUND II, LTD | FMV | $10,571,301 | $10,571,301 |
| DENHAM COMMODITY PARTNERS FUND VI-A LP | FMV | $5,009,937 | $5,009,937 |
| DRAGONEER GLOBAL OFFSHORE FEEDER II, LP | FMV | $9,874,557 | $9,874,557 |
| ECHO STREET GOODCO SELECT II, LP | FMV | $498,765 | $498,765 |
| ELLIOTT INTERNATIONAL LIMITED | FMV | $59,267,225 | $59,267,225 |
| ENCAP ENERGY CAPITAL FUND IX, LP | FMV | $1,159,723 | $1,159,723 |
| ENCAP ENERGY CAPITAL FUND VIII-B, LP | FMV | $3,194,394 | $3,194,394 |
| ENCAP ENERGY CAPITAL FUND X, LP | FMV | $4,599,191 | $4,599,191 |
| ENCAP ENERGY CAPITAL FUND XI, LP | FMV | $8,128,305 | $8,128,305 |
| ENCAP FLATROCK MIDSTREAM FUND III, LP | FMV | $4,825,791 | $4,825,791 |
| ENCAP FLATROCK MIDSTREAM FUND IV, LP | FMV | $4,329,706 | $4,329,706 |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP | FMV | $67,851,198 | $67,851,198 |
| FELICIS FOCUS FUND I, LP | FMV | $1,219,556 | $1,219,556 |
| FELICIS VENTURES IX, LP | FMV | $1,395,343 | $1,395,343 |
| FELICIS VENTURES VII, LP | FMV | $4,173,071 | $4,173,071 |
| FELICIS VENTURES VIII, LP | FMV | $3,100,222 | $3,100,222 |
| FINEPOINT CAPITAL PARTNERS II, LP | FMV | $446,608 | $446,608 |
| FOLIUM AGRICULTURE FUND I PARALLEL-1 LP | FMV | $11,681,201 | $11,681,201 |
| FOLIUM TIMBER FUND I PARALLEL-1 LP | FMV | $11,150,230 | $11,150,230 |
| FORTRESS CREDIT OPPORTUNITIES FUND (B) LP | FMV | $131,715 | $131,715 |
| FPA APARTMENT OPPORTUNITY FUND VI-A, LP | FMV | $2,553,936 | $2,553,936 |
| FPA APARTMENT OPPORTUNITY FUND VII-A, LP | FMV | $8,077,333 | $8,077,333 |
| FPA APARTMENT OPPORTUNITY FUND VIII-A, LP | FMV | $4,277,072 | $4,277,072 |
| FPV FUND I, LP | FMV | $1,694,333 | $1,694,333 |
| GA RV (CLASS A) CONTINUATION, LP | FMV | $2,003,499 | $2,003,499 |
| GAOLING FEEDER, LTD | FMV | $17,303 | $17,303 |
| GARRISON REAL ESTATE FUND III LP | FMV | $647,859 | $647,859 |
| GENERAL ATLANTIC INVESTMENT PARTNERS I, LP | FMV | $1,439,095 | $1,439,095 |
| GOLDMAN SACHS VINTAGE FUND V (OFFSHORE), LP | FMV | $273,798 | $273,798 |
| GOODWATER CAPITAL III, LP | FMV | $4,285,186 | $4,285,186 |
| GOODWATER CAPITAL IV, LP | FMV | $1,943,850 | $1,943,850 |
| GOODWATER INFINITY II, LP | FMV | $2,963,526 | $2,963,526 |
| GSO SPECIAL SITUATIONS OVERSEAS FUND LTD | FMV | $51,064 | $51,064 |
| H CAPITAL V, LP | FMV | $5,368,598 | $5,368,598 |
| HIGHBROOK INCOME PROPERTY FUND II, LP | FMV | $270,214 | $270,214 |
| HIGHBROOK INCOME PROPERTY FUND III, LP | FMV | $4,188,266 | $4,188,266 |
| HUNTER POINT CAPITAL INVESTORS (OFFSHORE), LP | FMV | $2,615,201 | $2,615,201 |
| ICHIGO JAPAN FUND B | FMV | $33,553,905 | $33,553,905 |
| LCP VII (OFFSHORE), LP | FMV | $475,507 | $475,507 |
| LERER HIPPEAU SELECT FUND IV, LP | FMV | $494,730 | $494,730 |
| LERER HIPPEAU VIII, LP | FMV | $684,243 | $684,243 |
| LUMINATE CAPITAL PARTNERS II, LP | FMV | $10,557,753 | $10,557,753 |
| LUMINATE CAPITAL PARTNERS III, LP | FMV | $7,440,455 | $7,440,455 |
| MENLO SPECIAL OPPORTUNITIES III ACCESS LLC | FMV | $1,465,699 | $1,465,699 |
| NEXUS SPECIAL SITUATIONS II, LP | FMV | $3,312,705 | $3,312,705 |
| NEXUS SPECIAL SITUATIONS III, LP | FMV | $6,413,889 | $6,413,889 |
| NGP NATURAL RESOURCES X, LP | FMV | $842,562 | $842,562 |
| NUT TREE DRAWDOWN OFFSHORE FUND, LP | FMV | $10,189,755 | $10,189,755 |
| PROVIDENCE STRATEGIC GROWTH II-A LP | FMV | $8,056,323 | $8,056,323 |
| PROVIDENCE STRATEGIC GROWTH III-A LP | FMV | $9,883,122 | $9,883,122 |
| PROVIDENCE STRATEGIC GROWTH IV LP | FMV | $11,316,497 | $11,316,497 |
| PSG V LP | FMV | $7,369,466 | $7,369,466 |
| REDWOOD DRAWDOWN OFFSHORE FUND II, LP | FMV | $2,266,115 | $2,266,115 |
| RIVA CAPITAL PARTNERS III, LP | FMV | $566,888 | $566,888 |
| ROARK CAPITAL PARTNERS IV LP | FMV | $8,338,187 | $8,338,187 |
| ROARK CAPITAL PARTNERS V (TE) LP | FMV | $9,859,278 | $9,859,278 |
| ROTHWELL VENTURES I, LP | FMV | $6,245,644 | $6,245,644 |
| SDC DIGITAL INFRASTRUCTURE OPPORTUNITY FUND II, LP | FMV | $15,030,383 | $15,030,383 |
| SDC DIGITAL INFRASTRUCTURE OPPORTUNITY FUND III, LP | FMV | $5,423,262 | $5,423,262 |
| SERENITY INVESTMENT FEEDER FUND LIMITED | FMV | $11,247,863 | $11,247,863 |
| THE CHILDREN'S INVESTMENT FUND | FMV | $54,206,400 | $54,206,400 |
| TRIDENT V, LP | FMV | $1,429,738 | $1,429,738 |
| WARBURG PINCUS CHINA, LP | FMV | $6,072,163 | $6,072,163 |
| WARBURG PINCUS CHINA-SOUTHEAST ASIA II, LP | FMV | $4,635,956 | $4,635,956 |
| WARBURG PINCUS FINANCIAL SECTOR, LP | FMV | $8,714,982 | $8,714,982 |
| WARBURG PINCUS GLOBAL GROWTH 14, LP | FMV | $3,691,426 | $3,691,426 |
| WARBURG PINCUS GLOBAL GROWTH, LP | FMV | $10,358,926 | $10,358,926 |
| WARBURG PINCUS PRIVATE EQUITY XII, LP | FMV | $7,809,934 | $7,809,934 |
| WELSH, CARSON, ANDERSON & STOWE XI, LP | FMV | $490,901 | $490,901 |
| WHALE ROCK FLAGSHIP FUND LTD | FMV | $19,602,879 | $19,602,879 |
| WHITE DEER ENERGY LP II | FMV | $1,357,383 | $1,357,383 |
| WNDRCO HOLDINGS II LP | FMV | $839,940 | $839,940 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $776,732 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $448,623 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SOFTWARE/DIGITAL | $24,033 | $21,168 | $21,168 |
| DIVIDEND/OTHER RECEIVABLE | $137,366 | $964,031 | $964,031 |
| 457(F) PLAN ASSET | $303,995 | $288,178 | $288,178 |
| PROGRAM RELATED INVESTMENT | $9,000,000 | $9,000,000 | $9,000,000 |
| PRI INTEREST RECEIVABLE | $821,805 | $1,325,363 | $1,325,363 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEDIA AND ADVERTISING | $1,555,822 | $0 | $1,614,779 |
| OTHER PROGRAM EXPENSES | $6,851,892 | $0 | $7,169,367 |
| OTHER MISCELLANEOUS EXPENSES | $454,903 | $0 | $439,284 |
| K-1 OTHER PORTFOLIO DEDUCTIONS | $0 | $54,872 | $0 |
| K-1 INVESTMENT INTEREST EXPENSE | $0 | $980,027 | $0 |
| K-1 OTHER DEDUCTIONS | $0 | $5,813,817 | $0 |
| K-1 ROYALTY DEDUCTIONS | $0 | $165,866 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP - ORDINARY TRADE/BUSINESS | $1,714,349 | ||
| PARTNERSHIP - ROYALTY INCOME | $955,451 | ||
| PARTNERSHIP - OTHER PORTFOLIO INCOME | -$217,751 | ||
| PARTNERSHIP - OTHER INCOME | $155,297 | ||
| PARTNERSHIP - CANCELLATION OF DEBT | $276 | ||
| OTHER INCOME FROM SECURITIES | $38,747 | ||
| PRI ACCRUED INTEREST INCOME | $503,558 | $503,558 | $503,558 |
| OTHER REVENUE | $1,031 | $1,031 | $1,031 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR GRANTS RECOVERED | $527,819 |
| UNREALIZED GAIN - INVESTMENTS | $92,613,053 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $2,816,289 | $3,716,805 |
| 457(F) PLAN LIABILITY | $303,994 | $288,178 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATIONS | $63,000 | $0 | $63,000 |
| OTHER PROFESSIONAL FEES | $212,988 | $0 | $212,988 |
| HUMAN RESOURCES | $633,335 | $0 | $606,257 |
| INFORMATION TECHNOLOGY | $1,220,051 | $0 | $1,224,413 |
| INVESTMENT MANAGEMENT | $2,374,692 | $2,374,692 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX EXPENSE | $1,629,803 | $0 | $0 |
| PARTNERSHIP - FOREIGN TAXES | $0 | $325,652 | $0 |