PETER G PETERSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PETER G PETERSON FOUNDATION (EIN 26-0316905)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-17
- IRS object ID
- 202620489349100207
- Schema version
- 2024v5.5
- 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 | 2026-02-17T07:01:57-06:00 | ReturnTs |
| Tax Period End | 2025-03-31 | 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 | 2024-04-01 | 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 | 2026-02-16 | 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 | KATHRYN OKIMOTO | PreparerPersonNm |
| PTIN | P00746598 | PTIN |
| Phone | 2069134000 | PhoneNum |
| Preparation | 2026-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $1,179,216,937 | 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 | $60,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,569,257 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,275,011 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,693,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,310,450 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $18,680,772 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $527,149 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,001,707 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $65,789,481 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,267,940 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,226,341 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,226,341 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $7,454,659 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $7,454,659 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,670,264 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,670,071 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $310,766 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $590,889 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $241,616 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $149,095 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,626,635 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,618,022 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,013,848 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,245,858 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $316,986 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $315,176 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $305,419 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $36,659 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $30,956 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,536,258 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,579,261 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,166,771 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,664,232 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,514,269 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,608,049 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,086,958 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,263,945 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,751,190 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,514,269 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,871,994 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,038,291 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,753,671 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $420,241 | CashBOYAmt |
| Cash EOY | $379,433 | CashEOYAmt |
| Cash EOYFMV | $379,433 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $71,770,235 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $125,974,150 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $125,974,150 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $936,156 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,128,368 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,128,368 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $166,266,859 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $99,099,177 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $99,099,177 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $163,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,607 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,607 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $844,281,610 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $940,818,892 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $940,818,892 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $11,598,740 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,791,310 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,791,310 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,095,437,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,179,216,937 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,179,216,937 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,113,922 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,791,366 | AccountsPayableEOYAmt |
| Grants Payable BOY | $7,317,287 | GrantsPayableBOYAmt |
| Grants Payable EOY | $9,140,300 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $4,004,983 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,692,404 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,436,192 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,624,070 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,082,001,446 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,163,592,867 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,082,001,446 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,163,592,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,095,437,638 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,179,216,937 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,082,001,446 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,038,291 | ExcessRevenueOverExpensesAmt |
| Other Increases | $74,553,130 | OtherIncreasesAmt |
| Subtotal | $1,163,592,867 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,163,592,867 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PARTNERSHIP K-1 | P | $17,240,242 | $17,240,242 | $17,240,242 | |
| OTHER SECURITIES | P | $2,199,309 | $1,045,240 | $1,045,240 | $1,154,069 |
| SALE OF PARTNERSHIP INTEREST | P | $499,985 | $379,150 | $379,150 | $120,835 |
| 457(F) PLAN | P | $16,140 | $16,140 | $16,140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,680,772 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $357,976 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $357,976 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $357,976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $558,043 | 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 | $658,043 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $300,067 | OverpaymentAmt |
| Applied To ES Tax | $300,067 | 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 | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | 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 | 35.00 | $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 | 15.00 | $0 | $0 | $0 |
| SUK YUN WON | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | CHIEF OPERATING OFFICER | 40.00 | $470,271 | $51,502 | $0 |
| LORETTA UCELLI | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | EVP - STRATEGY & COMMUNICATIONS | 30.00 | $289,894 | $42,582 | $0 |
| JEFFREY HOLLAND | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | VICE PRESIDENT, RESEARCH | 40.00 | $333,484 | $33,348 | $0 |
| LAURA GORDON | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | SR VP, COMMUNICATIONS & PUBLIC AFFAIRS | 35.00 | $308,125 | $14,769 | $0 |
| MYRA SUNG | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | VICE PRESIDENT, PROGRAMS | 35.00 | $273,567 | $13,418 | $0 |
| CAROLINE PEARSON | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | EXECUTIVE DIRECTOR, PCH, PHTI | 40.00 | $551,000 | $55,766 | $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 |
|---|---|---|---|---|---|---|---|---|
| DAVID SILK | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | MANAGING DIRECTOR | 40.00 | $383,750 | $34,875 | $0 |
| MEGAN BARRON | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | MANAGING DIRECTOR | 40.00 | $380,125 | $34,662 | $0 |
| PRABHJOT SINGH | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | SENIOR ADVISOR | 38.00 | $333,883 | $31,665 | $0 |
| VANESSA JUTH | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | PRINCIPAL | 40.00 | $228,988 | $15,249 | $0 |
| SUSAN TANAKA | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | SR POLICY ADVISOR | 20.00 | $217,250 | $21,725 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 47 | 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 | $2,572,954 |
| MANATT PHELPS & PHILLIPS LLP | |||||
| 2049 CENTURY PARK E STE 1700 | LOS ANGELES | CA | 900673101 | RESEARCH | $1,718,237 |
| RATIONAL 360 | |||||
| 1828 L STREET NW SUITE 640 | WASHINGTON | DC | 20036 | COMMUNICATIONS | $605,944 |
| CURTA INC | |||||
| 600 1ST AVE STE 330 45802 | SEATTLE | WA | 98104 | RESEARCH | $573,872 |
| THE URBAN INSTITUTE | |||||
| 500 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | RESEARCH | $550,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 31 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION ACTIVITIES - SEE STATEMENT 18 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 2025 CAN BE FOUND IN PART XIV. | Description1Txt |
| Expenses1 | $35,434,870 | 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 | $10,176,006 | 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 | $6,540,420 | 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 | $227,951,856 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,392,463 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $885,723,717 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,151,068,036 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,151,068,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,266,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,133,802,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,690,101 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,690,101 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $357,976 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $157,419 | IncomeTaxAmt |
| Total Tax | $515,395 | TotalTaxAmt |
| Distributable Before Adj | $56,174,706 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,174,706 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,174,706 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,871,994 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $52,871,994 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,174,706 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,470,478 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,871,994 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,470,478 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,401,516 | 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 | $53,773,190 | 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 19 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 19 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 19 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACADEMYHEALTH | |||||||
| 1666 K ST NW SUITE 1100 | WASHINGTON | DC | 200061215 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $25,000 | |
| AMERICAN ACTION FORUM INC | |||||||
| 1747 PENNSYLVANIA AVE NW SUITE 5 | WASHINGTON | DC | 200064604 | PC | TO ADVANCE RESPONSIBLE FISCAL POLICY REFORM THROUGH RESEARCH, OUTREACH AND PUBLIC ENGAGEMENT. | $175,000 | |
| AMERICAN ACTION FORUM INC | |||||||
| 1747 PENNSYLVANIA AVE NW SUITE 5 | WASHINGTON | DC | 200064604 | PC | TO ADVANCE RESPONSIBLE FISCAL POLICY REFORM THROUGH RESEARCH, OUTREACH AND PUBLIC ENGAGEMENT. | $68,750 | |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO ADVANCE RESPONSIBLE FISCAL POLICY REFORM THROUGH RESEARCH, OUTREACH AND PUBLIC ENGAGEMENT. | $450,000 | |
| 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 | |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $25,000 | |
| AMERICAN POLICY VENTURES FOUNDATION | |||||||
| 20 F ST NW 726 | WASHINGTON | DC | 200016700 | PC | TO STRENGTHEN BIPARTISAN COLLABORATION IN CONGRESS. | $45,000 | |
| AMERICAN TELEMEDICINE ASSOCIATION | |||||||
| 601 13TH STREET NW 12TH FLOOR | WASHINGTON | DC | 200053819 | PC | TO IMPROVE PATIENT ACCESS TO DIGITAL HEALTH INFRASTRUCTURE AND TECHNOLOGY. | $168,750 | |
| ASSOCIATION FOR PUBLIC POLICY ANALYSIS AND MANAGEMENT | |||||||
| 1100 VERMONT AVENUE NW SUITE 650 | WASHINGTON | DC | 200056347 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $14,000 | |
| BILL HILLARY & CHELSEA CLINTON FOUNDATION | |||||||
| 1200 PRESIDENT CLINTON AVENUE | LITTLE ROCK | AR | 72201 | 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 | |
| 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. | $820,000 | |
| BIPARTISAN POLICY CENTER INC | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | PC | TO EDUCATE POLICYMAKERS AND THE PUBLIC ABOUT THE CONSEQUENCES OF THE GROWING NATIONAL DEBT. | $779,000 | |
| BIPARTISAN POLICY CENTER INC | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | PC | TO STRENGTHEN BIPARTISAN COLLABORATION ON FISCAL POLICY IN CONGRESS. | $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 | |
| BIPARTISAN POLICY CENTER INC | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | PC | TO SUPPORT EDUCATION AND AWARENESS ABOUT THE CHALLENGES AND OPPORTUNITIES OF ARTIFICIAL INTELLIGENCE IN HEALTHCARE. | $450,000 | |
| 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. | $140,000 | |
| BIPARTISAN POLICY CENTER INC | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | PC | TO IDENTIFY BIPARTISAN POLICY SOLUTIONS TO REFORM FEDERAL HEALTHCARE PROGRAMS. | $135,000 | |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH ST | WALTHAM | MA | 024532728 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $50,000 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO ADVANCE RESPONSIBLE FISCAL POLICY REFORM THROUGH RESEARCH, OUTREACH AND PUBLIC ENGAGEMENT. | $450,000 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO DEVELOP POLICY REFORMS TO STABILIZE PROGRAMS THAT SUPPORT OLDER ADULTS. | $130,000 | |
| 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 UPDATE, MAINTAIN, AND PROMOTE THE FISCAL SHIP, AN ONLINE GAME THAT CHALLENGES PLAYERS TO PUT THE FEDERAL BUDGET ON A SUSTAINABLE COURSE. | $30,000 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO DEVELOP AND SUPPORT THE ALICE RIVLIN POST-DOCTORAL FELLOWSHIP IN FISCAL POLICY. | $22,000 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $6,000 | |
| BUSINESS EXECUTIVES FOR NATIONAL SECURITY | |||||||
| 1030 15TH ST NW SUITE 200 E | WASHINGTON | DC | 200051503 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $50,000 | |
| CARE LAB | |||||||
| 1717 N STREET NW SUITE 1 | WASHINGTON | DC | 200362827 | PC | TO STRENGTHEN BIPARTISAN COLLABORATION IN CONGRESS. | $110,000 | |
| CARE LAB | |||||||
| 1717 N STREET NW SUITE 1 | WASHINGTON | DC | 200362827 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $22,500 | |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200015401 | 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 AMERICAN PROGRESS | |||||||
| 1333 H STREET NW SUITE 100E | WASHINGTON | DC | 200054746 | PC | TO DEVELOP POLICY SOLUTIONS THAT SUPPORT MARKET COMPETITION AND STATE LED AFFORDABILITY. | $180,000 | |
| CENTER FOR EXCELLENCE IN HEALTH CARE JOURNALISM | |||||||
| 511 E WALNUT STREET SUITE 606 | COLUMBIA | MO | 652018405 | SO II | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $30,000 | |
| 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. | $60,000 | |
| CENTER FOR HEALTH POLICY DEVELOPMENT | |||||||
| 1233 20TH ST NW SUITE 303 | WASHINGTON | DC | 200367303 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $20,000 | |
| CITIZENS BUDGET COMMISSION INC | |||||||
| 240 W 35TH STREET SUITE 302 | NEW YORK | NY | 100012506 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $28,000 | |
| 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 | |
| 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. | $3,631,455 | 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. | $6,000 | 1100 |
| CONCORD COALITION CORP | |||||||
| 1530 WILSON BLVD SUITE 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. | $450,000 | |
| CONFERENCE BOARD INC | |||||||
| 845 THIRD AVENUE THIRD FLOOR | NEW YORK | NY | 100226600 | PC | TO SUPPORT RESEARCH AND OUTREACH PROMOTING FISCAL SUSTAINABILITY AMONG POLICYMAKERS AND BUSINESS LEADERS. | $120,000 | |
| CONFERENCE BOARD INC | |||||||
| 845 THIRD AVENUE THIRD FLOOR | NEW YORK | NY | 100226600 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $50,000 | |
| CONGRESSIONAL MANAGEMENT FOUNDATION | |||||||
| 216 7TH STREET SE 2ND FLOOR | WASHINGTON | DC | 200034306 | PC | TO STRENGTHEN BIPARTISAN COLLABORATION ON FISCAL POLICY IN CONGRESS. | $80,000 | |
| DIGITAL MEDICINE SOCIETY INC | |||||||
| 90 CANAL STREET 4TH FL | BOSTON | MA | 021142022 | PC | TO SUPPORT INTEGRATED EVIDENCE PLANS FOR DIGITAL HEALTH PRODUCTS. | $75,000 | |
| ECONOMIC CLUB OF NEW YORK | |||||||
| 350 5TH AVE SUITE 5010 | NEW YORK | NY | 101185010 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $20,000 | |
| 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 | |
| ECONOMIC POLICY INSTITUTE | |||||||
| 1225 EYE STREET NW SUITE 600 | WASHINGTON | DC | 200055960 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $6,000 | |
| EDUCATION & RESEARCH FUND OF EMPLOYEE BENEFIT RESEARCH INSTITUTE | |||||||
| 901 D STREET SW SUITE 802 | WASHINGTON | DC | 200242276 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $6,000 | |
| 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 | PC | 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. | $120,672 | |
| FORMER MEMBERS OF CONGRESS INC | |||||||
| 1401 K STREET NW SUITE 901 | WASHINGTON | DC | 200053418 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $25,000 | |
| FORMER MEMBERS OF CONGRESS INC | |||||||
| 1401 K STREET NW SUITE 901 | WASHINGTON | DC | 200053418 | PC | TO STRENGTHEN BIPARTISAN COLLABORATION ON FISCAL POLICY IN CONGRESS. | $11,000 | |
| 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. | $6,000 | 600 |
| HEALTH ACCESS FOUNDATION | |||||||
| 1127 11TH STREET SUITE 925 | SACRAMENTO | CA | 958143811 | PC | TO ASSIST THE CALIFORNIA OFFICE OF HEALTH CARE AFFORDABILITY IN LOWERING HEALTHCARE COSTS IN THE STATE. | $175,000 | |
| HOWARD UNIVERSITY | |||||||
| 2244 10TH STREET ROOM 302 | WASHINGTON | DC | 200590001 | PC | TO INCREASE DIVERSITY IN THE FIELD OF ECONOMICS AND PROMOTE INCLUSION IN FISCAL AND ECONOMIC POLICYMAKING THROUGH SUPPORT OF THE AMERICAN ECONOMIC ASSOCIATION SUMMER TRAINING PROGRAM, IN PARTNERSHIP WITH THE WOMEN'S INSTITUTE FOR SCIENCE, EQUITY, AND RACE. | $273,000 | |
| INSTITUTE FOR CLINICAL AND ECONOMIC REVIEW | |||||||
| 14 BEACON STREET SUITE 800 | BOSTON | MA | 021083704 | PC | TO ADVANCE HIGH-VALUE INNOVATION IN DIGITAL HEALTH. | $150,000 | |
| INSTITUTE FOR CLINICAL AND ECONOMIC REVIEW | |||||||
| 14 BEACON STREET SUITE 800 | BOSTON | MA | 021083704 | PC | TO SUPPORT THE ASSESSMENT OF DIGITAL HEALTH TECHNOLOGIES. | $15,000 | |
| ISSUE ONE | |||||||
| 1401 K ST NW SUITE 350 | WASHINGTON | DC | 200054574 | PC | TO STRENGTHEN BIPARTISAN COLLABORATION IN CONGRESS THROUGH THE REBUILD CONGRESS INITIATIVE. | $100,000 | |
| ISSUE ONE | |||||||
| 1401 K ST NW SUITE 350 | WASHINGTON | DC | 200054574 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $38,720 | |
| IVI FOUNDATION INC | |||||||
| 107 S WEST STREET SUITE 731 | ALEXANDRIA | VA | 223142824 | PC | TO SUPPORT RESEARCH TO GUIDE PURCHASERS IN EVALUATING DIGITAL HEALTH TECHNOLOGIES. | $100,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 1101 E 33RD STREET SUITE C-020 | BALTIMORE | MD | 212183637 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $5,000 | |
| KFF (THE 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 | |
| LIBRARY OF CONGRESS | |||||||
| 101 INDEPENDENCE AVENUE SE | WASHINGTON | DC | 205404860 | GOV | TO SUPPORT THE CONGRESSIONAL RESEARCH SERVICES BIPARTISAN SEMINAR FOR NEW MEMBERS. | $100,000 | |
| LIBRARY OF CONGRESS | |||||||
| 101 INDEPENDENCE AVENUE SE | WASHINGTON | DC | 205404860 | GOV | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $35,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 100173808 | PC | TO DEVELOP POLICY RESEARCH PAPERS ON FISCAL ISSUES AND SOLUTIONS. | $180,000 | |
| 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 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 100173808 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $50,000 | |
| 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. | $417,500 | |
| MILLENNIAL ACTION PROJECT DBA FUTURE CAUCUS | |||||||
| 1701 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $20,000 | |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR ST | SAINT PAUL | MN | 551012217 | PC | TO SUPPORT THE CREATION AND DISSEMINATION OF INFORMATION THAT INCREASES AWARENESS OF THE NATION'S FISCAL CHALLENGES. | $150,000 | |
| 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 | PC | TO DEVELOP APPROACHES TO ALIGN PHARMACEUTICAL INVESTMENTS IN INNOVATION WITH UNMET HEALTH NEEDS. | $100,000 | |
| NATIONAL ACADEMY OF SOCIAL INSURANCE | |||||||
| 1441 L ST NW SUITE 530 | WASHINGTON | DC | 200054679 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $25,000 | |
| NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING INC | |||||||
| 1050 N HIGHLAND STREET SUITE 400 | ARLINGTON | VA | 222012197 | PC | TO DEVELOP RESOURCES FOR THE STUDENT DEBT SMARTER PROGRAM TO PROVIDE YOUNG PEOPLE WITH INFORMATION ABOUT COLLEGE FINANCING. | $90,000 | |
| NATIONAL ASSOCIATION OF HEALTH DATA ORGANIZATIONS | |||||||
| 965 E CENTER STREET | PROVO | UT | 846063535 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $5,000 | |
| NATIONAL TAX ASSOCIATION TAX INSTITUTE OF AMERICA | |||||||
| 673 POTOMAC STATION DRIVE 801 | LEESBURG | VA | 20176 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $30,000 | |
| 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. | $1,585,422 | |
| THE NISKANEN CENTER INC | |||||||
| 1201 NEW YORK AVE NW SUITE 200B | WASHINGTON | DC | 200054836 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $6,000 | |
| NORTHWESTERN UNIVERSITY | |||||||
| OFFICE FOR SPONSORED RESEARCH 750 N | CHICAGO | IL | 606114579 | PC | TO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND. | $177,811 | LAKE SHORE DRIVE |
| NUCLEAR THREAT INITIATIVE INC | |||||||
| 1776 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 20006 | PC | TO SUPPORT RESEARCH AND INTERNATIONAL NETWORKS TO ADVANCE NUCLEAR SAFETY AND SECURITY. | $2,250,000 | |
| ONE UTAH HEALTH COLLABORATIVE | |||||||
| 350 E 400 S | SALT LAKE CITY | UT | 84111 | PC | TO SUPPORT HEALTHCARE DATA TRANSPARENCY TO ANALYZE SYSTEM PERFORMANCE AND AFFORDABILITY. | $110,000 | |
| PANETTA INSTITUTE FOR PUBLIC POLICY | |||||||
| 100 CAMPUS CENTER BLDG 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 | |
| PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS | |||||||
| 1750 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200361903 | PC | TO ANALYZE THE IMPACT OF TARIFF REFORM PROPOSALS ON THE FEDERAL BUDGET. | $90,000 | |
| PROGRESSIVE POLICY INSTITUTE | |||||||
| 1919 M STREET NW SUITE 300 | WASHINGTON | DC | 20036 | PC | TO SUPPORT RESEARCH, ANALYSIS AND OUTREACH TO PROMOTE FISCAL SUSTAINABILITY. | $350,000 | |
| 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 | |
| PURCHASER BUSINESS GROUP ON HEALTH | |||||||
| 1611 TELEGRAPH AVE 210 | OAKLAND | CA | 94612 | PC | TO USE HEALTHCARE CLAIMS DATASETS TO ANALYZE VARIATIONS IN PRICING AND QUALITY. | $515,000 | |
| R STREET INSTITUTE | |||||||
| 1411 K STREET NW SUITE 900 | WASHINGTON | DC | 200053404 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $6,000 | |
| RIGHTCOUNT | |||||||
| 4115 WASHINGTON BLVD | INDIANAPOLIS | IN | 46205 | PC | TO SUPPORT EDUCATION AND AWARENESS TO PROTECT THE INTEGRITY OF THE ELECTION CERTIFICATION PROCESS. | $250,000 | |
| RONALD REAGAN PRESIDENTIAL FOUNDATION & INSTITUTE | |||||||
| 40 PRESIDENTIAL DRIVE 200 | SIMI VALLEY | CA | 93065 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $50,000 | |
| SADIE COLLECTIVE | |||||||
| 712 H ST NE PMB 94370 | WASHINGTON | DC | 200023627 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $25,000 | |
| SADIE COLLECTIVE | |||||||
| 712 H ST NE PMB 94370 | WASHINGTON | DC | 200023627 | PC | TO DEVELOP A PROGRAM FOR HIGH SCHOOL STUDENTS THAT FURTHERS DIVERSITY IN THE FIELD OF ECONOMICS. | $2,000 | |
| SD FOUNDATION | |||||||
| 611 PENNSYLVANIA AVENUE SE 201 | WASHINGTON | DC | 200034303 | PC | TO SUPPORT EDUCATION AND AWARENESS TO PROTECT THE INTEGRITY OF THE ELECTION CERTIFICATION PROCESS. | $250,000 | |
| TAX FOUNDATION | |||||||
| 1325 G ST NW SUITE 950 | WASHINGTON | DC | 200053181 | PC | TO ANALYZE THE FISCAL AND ECONOMIC IMPACT OF TARIFF PROPOSALS AND RELATED POLICY MEASURES. | $40,000 | |
| TAX FOUNDATION | |||||||
| 1325 G ST NW SUITE 950 | WASHINGTON | DC | 200053181 | PC | TO ANALYZE THE IMPACT OF TARIFF REFORM PROPOSALS ON THE FEDERAL BUDGET. | $25,000 | |
| THIRD WAY INSTITUTE | |||||||
| 1025 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 200365423 | PC | TO EDUCATE POLICYMAKERS AND THE PUBLIC ABOUT THE DRIVERS OF OUR GROWING NATIONAL DEBT AND HEALTHCARE COSTS. | $295,000 | 400 |
| 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. | $48,173 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3500 SOUTH FIGUEROA STREET SUITE | LOS ANGELES | CA | 900898003 | PC | TO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND. | $48,992 | 102 |
| 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. | $640,000 | |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLAZA SW 2ND FLOOR | WASHINGTON | DC | 200242274 | PC | TO INCREASE AWARENESS AND IMPROVE UNDERSTANDING OF THE DRIVERS OF AMERICA'S FISCAL CHALLENGES. | $167,000 | |
| 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. | $30,000 | |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLAZA SW 2ND FLOOR | WASHINGTON | DC | 200242274 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $10,000 | |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLAZA SW 2ND FLOOR | WASHINGTON | DC | 200242274 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $6,000 | |
| 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 | DC | 98501 | GOV | TO IDENTIFY AND ADDRESS DRIVERS OF HEALTHCARE COST GROWTH IN WASHINGTON STATE. | $398,700 | |
| WITH HONOR INSTITUTE | |||||||
| 700 PENNSYLVANIA AVENUE SE SUITE | WASHINGTON | DC | 200032552 | PC | TO SUPPORT EVENTS AND CORE ACTIVITIES. | $50,000 | 380 |
| WOMEN'S CONGRESSIONAL POLICY INSTITUTE | |||||||
| 409 12TH STREET SW SUITE 702 | WASHINGTON | DC | 200242125 | PC | TO STRENGTHEN BIPARTISAN COLLABORATION ON FISCAL POLICY IN CONGRESS. | $100,000 | |
| WOMEN'S INSTITUTE FOR SCIENCE EQUITY AND RACE | |||||||
| 9291 LAUREL GROVE ROAD SUITE 92 | MECHANICSVLLE | 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. | $50,000 | |
| YALE UNIVERSITY | |||||||
| PO BOX 208239 | NEW HAVEN | CT | 065208239 | PC | TO ANALYZE THE IMPACT OF THE FEDERAL DEBT ON INFLATION. | $225,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,263,945 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN ACTION FORUM INC | |||||||
| 1747 PENNSYLVANIA AVE NW SUITE 5 | WASHINGTON | DC | 200064604 | PC | TO ADVANCE RESPONSIBLE FISCAL POLICY REFORM THROUGH RESEARCH, OUTREACH AND PUBLIC ENGAGEMENT. | $25,000 | |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO ADVANCE RESPONSIBLE FISCAL POLICY REFORM THROUGH RESEARCH, OUTREACH AND PUBLIC ENGAGEMENT. | $50,000 | |
| AMERICAN POLICY VENTURES FOUNDATION | |||||||
| 20 F ST NW 726 | WASHINGTON | DC | 200016700 | PC | TO STRENGTHEN BIPARTISAN COLLABORATION IN CONGRESS. | $5,000 | |
| AMERICAN TELEMEDICINE ASSOCIATION | |||||||
| 601 13TH STREET NW 12TH FLOOR | WASHINGTON | DC | 200053819 | PC | TO IMPROVE PATIENT ACCESS TO DIGITAL HEALTH INFRASTRUCTURE AND TECHNOLOGY. | $56,250 | |
| 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. | $80,000 | |
| BIPARTISAN POLICY CENTER INC | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | PC | TO STRENGTHEN BIPARTISAN COLLABORATION ON FISCAL POLICY IN CONGRESS. | $26,000 | |
| BIPARTISAN POLICY CENTER INC | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | PC | TO SUPPORT EDUCATION AND AWARENESS ABOUT THE CHALLENGES AND OPPORTUNITIES OF ARTIFICIAL INTELLIGENCE IN HEALTHCARE. | $23,000 | |
| BIPARTISAN POLICY CENTER INC | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | PC | TO IDENTIFY BIPARTISAN POLICY SOLUTIONS TO REFORM FEDERAL HEALTHCARE PROGRAMS. | $15,000 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200362103 | PC | TO ADVANCE RESPONSIBLE FISCAL POLICY REFORM THROUGH RESEARCH, OUTREACH AND PUBLIC ENGAGEMENT. | $50,000 | |
| CARE LAB | |||||||
| 1717 N STREET NW SUITE 1 | WASHINGTON | DC | 200362827 | PC | TO STRENGTHEN BIPARTISAN COLLABORATION IN CONGRESS. | $10,000 | |
| CENTER FOR AMERICAN PROGRESS | |||||||
| 1333 H STREET NW SUITE 100E | WASHINGTON | DC | 200054746 | PC | TO DEVELOP POLICY SOLUTIONS THAT SUPPORT MARKET COMPETITION AND STATE LED HEALTHCARE AFFORDABILITY. | $20,000 | |
| 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. | $3,725,000 | 1100 |
| CONGRESSIONAL MANAGEMENT FOUNDATION | |||||||
| 216 7TH STREET SE 2ND FLOOR | WASHINGTON | DC | 200034306 | PC | TO STRENGTHEN BIPARTISAN COLLABORATION ON FISCAL POLICY IN CONGRESS. | $20,000 | |
| FISCAL CHALLENGE INC | |||||||
| 115 TUCKERS POND DRIVE | CHAPEL HILL | NC | 275164390 | PC | 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. | $75,000 | |
| FORMER MEMBERS OF CONGRESS INC | |||||||
| 1401 K STREET NW SUITE 901 | WASHINGTON | DC | 200053418 | PC | TO STRENGTHEN BIPARTISAN COLLABORATION ON FISCAL POLICY IN CONGRESS. | $2,000 | |
| HEALTH ACCESS FOUNDATION | |||||||
| 1127 11TH STREET SUITE 925 | SACRAMENTO | CA | 958143811 | PC | TO ASSIST THE CALIFORNIA OFFICE OF HEALTH CARE AFFORDABILITY IN LOWERING HEALTHCARE COSTS IN THE STATE. | $75,000 | |
| ISSUE ONE | |||||||
| 1401 K ST NW STE 350 | WASHINGTON | DC | 200054574 | PC | TO STRENGTHEN BIPARTISAN COLLABORATION IN CONGRESS THROUGH THE REBUILD CONGRESS INITIATIVE. | $50,000 | |
| IVI FOUNDATION INC | |||||||
| 107 S WEST STREET SUITE 731 | ALEXANDRIA | VA | 223142824 | PC | TO SUPPORT RESEARCH TO GUIDE PURCHASERS IN EVALUATING DIGITAL HEALTH TECHNOLOGIES. | $15,000 | |
| NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING INC | |||||||
| 1050 N HIGHLAND STREET SUITE 400 | ARLINGTON | VA | 222012197 | PC | TO DEVELOP RESOURCES FOR THE STUDENT DEBT SMARTER PROGRAM TO PROVIDE YOUNG PEOPLE WITH INFORMATION ABOUT COLLEGE FINANCING. | $10,000 | |
| NATIONAL BUREAU OF ECONOMIC RESEARCH INC | |||||||
| 1050 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021385359 | PC | TO SUPPORT EVENTS AND OUTREACH ON FISCAL POLICY AND SUSTAINABILITY. | $417,000 | |
| 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. | $334,407 | |
| NUCLEAR THREAT INITIATIVE INC | |||||||
| 1776 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 20006 | PC | TO SUPPORT RESEARCH AND INTERNATIONAL NETWORKS TO ADVANCE NUCLEAR SAFETY AND SECURITY. | $250,000 | |
| ONE UTAH HEALTH COLLABORATIVE | |||||||
| 350 E 400 S | SALT LAKE CITY | UT | 84111 | PC | TO SUPPORT HEALTHCARE DATA TRANSPARENCY TO ANALYZE SYSTEM PERFORMANCE AND AFFORDABILITY. | $10,000 | |
| PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS | |||||||
| 1750 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200361903 | PC | TO ANALYZE THE IMPACT OF TARIFF REFORM PROPOSALS ON THE FEDERAL BUDGET. | $10,000 | |
| PROGRESSIVE POLICY INSTITUTE | |||||||
| 1919 M STREET NW SUITE 300 | WASHINGTON | DC | 20036 | PC | TO SUPPORT RESEARCH, ANALYSIS AND OUTREACH TO PROMOTE FISCAL SUSTAINABILITY. | $25,000 | |
| PURCHASER BUSINESS GROUP ON HEALTH | |||||||
| 1611 TELEGRAPH AVE 210 | OAKLAND | CA | 94612 | PC | TO USE HEALTHCARE CLAIMS DATASETS TO ANALYZE VARIATIONS IN PRICING AND QUALITY. | $439,000 | |
| TAX FOUNDATION | |||||||
| 1325 G ST NW SUITE 950 | WASHINGTON | DC | 200053181 | PC | TO ANALYZE THE FISCAL AND ECONOMIC IMPACT OF TARIFF PROPOSALS AND RELATED POLICY MEASURES. | $20,000 | |
| TAX FOUNDATION | |||||||
| 1325 G ST NW SUITE 950 | WASHINGTON | DC | 200053181 | PC | TO ANALYZE THE IMPACT OF TARIFF REFORM PROPOSALS ON THE FEDERAL BUDGET. | $4,500 | |
| THIRD WAY INSTITUTE | |||||||
| 1025 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 200365423 | PC | TO EDUCATE POLICYMAKERS AND THE PUBLIC ABOUT THE DRIVERS OF OUR GROWING NATIONAL DEBT AND HEALTHCARE COSTS. | $45,000 | 400 |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLAZA SW 2ND FLOOR | WASHINGTON | DC | 200242274 | PC | TO INCREASE AWARENESS AND IMPROVE UNDERSTANDING OF THE DRIVERS OF AMERICA'S FISCAL CHALLENGES. | $75,000 | |
| 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. | $60,000 | |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLAZA SW 2ND FLOOR | WASHINGTON | DC | 200242274 | PC | TO ANALYZE THE EFFECTS OF FEDERAL TAX DEDUCTIONS ON STATE AND LOCAL GOVERNMENT BUDGETS. | $10,000 | |
| THE VOLCKER ALLIANCE | |||||||
| 39 BROADWAY SUITE 1930 | NEW YORK | NY | 100063153 | PC | TO SUPPORT THE PROFESSIONAL DEVELOPMENT PROGRAM FOR THE UP TO US LEADERSHIP NETWORK. | $700,000 | |
| WOMEN'S CONGRESSIONAL POLICY INSTITUTE | |||||||
| 409 12TH STREET SW SUITE 702 | WASHINGTON | DC | 200242125 | PC | TO STRENGTHEN BIPARTISAN COLLABORATION ON FISCAL POLICY IN CONGRESS. | $50,000 | |
| YALE UNIVERSITY | |||||||
| PO BOX 208239 | NEW HAVEN | CT | 065208239 | PC | TO ANALYZE THE IMPACT OF THE FEDERAL DEBT ON INFLATION. | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,807,157 | 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 | $527,149 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,569,257 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,693,075 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,262,332 | ExclusionAmt |
| Related Or Exempt Function Incm | $527,149 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,789,481 | 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 | $10,852,512 | 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, 2025, $9,000,000 WAS PREVIOUSLY DRAWN AGAINST THE CREDIT AGREEMENT AND INTEREST OF $1,852,512 WAS ACCRUED. SEE STATEMENT 21 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 | $60,000,000 | 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 | $106,700 | $0 | $102,100 |
| PROFESSIONAL TAX FEES | $134,916 | $0 | $46,995 |
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. 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 NECESSARY FOR EFFECTIVE POLICYMAKING.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.IN 2023, THE CENTER LAUNCHED THE PETERSON HEALTH TECHNOLOGY INSTITUTE (PHTI). PHTI PROVIDES INDEPENDENT EVALUATIONS OF INNOVATIVE HEALTHCARE TECHNOLOGIES TO IMPROVE HEALTH AND LOWER COSTS. THROUGH ITS EVIDENCE-BASED RESEARCH, PHTI ANALYZES THE CLINICAL BENEFITS AND ECONOMIC IMPACT OF DIGITAL HEALTH SOLUTIONS. THESE EVALUATIONS INFORM DECISIONS FOR PROVIDERS, PATIENTS, PAYERS, AND INVESTORS, ACCELERATING THE ADOPTION OF HIGH-VALUE TECHNOLOGY IN HEALTHCARE. |
| 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 OR FUND ACTIVITIES FROM WHICH PRIVATE FOUNDATIONS ARE PROHIBITED, INCLUDING BUT NOT LIMITED TO LOBBYING OR POLITICAL CAMPAIGN ACTIVITIES. THE FOUNDATION ALSO DOES NOT SUPPORT INSTITUTIONS THAT DISCRIMINATE OR ENGAGE IN OTHER FORMS OF ILLEGAL WORKPLACE MISCONDUCT.IN GENERAL, THE PETER G. PETERSON FOUNDATION DOES NOT: - FUND ORGANIZATIONS BASED OUTSIDE OF THE UNITED STATES- GRANT TO OTHER THAN 501(C)(3) PUBLIC CHARITIES- PROVIDE UNRESTRICTED AND/OR GENERAL SUPPORT, INCLUDING FUNDING CAPITAL CAMPAIGNS, AUCTIONS, AND SIMILAR FUNDRAISERS- UNDERWRITE CHAIRS, ENDOWMENTS, OR SCHOLARSHIPS AT ACADEMIC INSTITUTIONSFOR 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 03/31/2025 $1,852,512PURPOSEPROGRAM 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$4,943,171DATES 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, AS OF 12/31/2023 DATED 4/15/2024, AND AS OF 12/31/2024 DATED 4/25/2025.GRANTEE REPORTS DATED 4/10/2020, 6/12/2020, 12/14/2021, 6/10/2022, 3/27/2023, 3/5/2024, 3/12/2025DIVERSION 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 | $25,607 | EOYBookValueAmt |
| EOYFMV | $25,607 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $99,099,177 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $99,099,177 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (98 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABRAMS CAPITAL PARTNERS II, LP | FMV | $3,373,303 | $3,373,303 |
| ACACIA PROPERTY CORPORATION 2022 | FMV | $7,363,069 | $7,363,069 |
| ACE REDPOINT OPPORTUNITY CHINA, LP | FMV | $762,442 | $762,442 |
| ACE REDPOINT OPPORTUNITY II, LP | FMV | $153,577 | $153,577 |
| ACE REDPOINT VENTURES CHINA II, LP | FMV | $2,483,914 | $2,483,914 |
| ACE REDPOINT VENTURES CHINA III, LP | FMV | $1,215,891 | $1,215,891 |
| ACTIVUM SG FEEDER FUND V LP | FMV | $7,079,192 | $7,079,192 |
| ALLOCATED AND UNALLOCATED GOLD | FMV | $55,095,176 | $55,095,176 |
| ALTAS PARTNERS HOLDINGS (A) LP | FMV | $6,618,188 | $6,618,188 |
| ALTAS PARTNERS HOLDINGS II LP | FMV | $12,726,576 | $12,726,576 |
| ALTAS PARTNERS HOLDINGS III LP | FMV | $1,620,456 | $1,620,456 |
| AMANSA FEEDER, LTD | FMV | $35,207,362 | $35,207,362 |
| AMERICAN SECURITIES PARTNERS VI, LP | FMV | $3,661,853 | $3,661,853 |
| APH ST. AUGUSTINE HOLDINGS (A) LP | FMV | $19,850 | $19,850 |
| APOLLO ORIGINATION PARTNERSHIP II (UNLEVERED), LP | FMV | $4,990,747 | $4,990,747 |
| ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED | FMV | $77,679,405 | $77,679,405 |
| ARTEMIS REAL ESTATE PARTNERS FUND II, LP | FMV | $946,330 | $946,330 |
| AXON PARTNERS (OFFSHORE), LTD (F/K/A TPG) | FMV | $107,842 | $107,842 |
| BAUPOST VALUE PARTNERS, LP - IV | FMV | $7,730,577 | $7,730,577 |
| BOND III, LP | FMV | $2,253,888 | $2,253,888 |
| CANTILLON GLOBAL EQUITY LP | FMV | $82,914,734 | $82,914,734 |
| CENTERBRIDGE CREDIT PARTNERS TE, LP | FMV | $107,729 | $107,729 |
| CYRUS OPPORTUNITIES FUND II, LTD | FMV | $11,115,970 | $11,115,970 |
| CYRUS SELECT OPPORTUNITIES FUND, LTD | FMV | $17,034,852 | $17,034,852 |
| CYRUS SELECT OPPORTUNITIES MASTER FUND II, LTD | FMV | $9,716,489 | $9,716,489 |
| DENHAM COMMODITY PARTNERS FUND VI-A LP | FMV | $3,753,082 | $3,753,082 |
| DRAGONEER GLOBAL OFFSHORE FEEDER II, LP | FMV | $11,030,083 | $11,030,083 |
| ELLIOTT INTERNATIONAL LIMITED | FMV | $65,285,343 | $65,285,343 |
| ENCAP ENERGY CAPITAL FUND IX, LP | FMV | $1,185,750 | $1,185,750 |
| ENCAP ENERGY CAPITAL FUND VIII-B, LP | FMV | $3,286,927 | $3,286,927 |
| ENCAP ENERGY CAPITAL FUND X, LP | FMV | $3,758,200 | $3,758,200 |
| ENCAP ENERGY CAPITAL FUND XI, LP | FMV | $5,830,768 | $5,830,768 |
| ENCAP ENERGY CAPITAL FUND XII-B, LP | FMV | $5,046,646 | $5,046,646 |
| ENCAP FLATROCK MIDSTREAM FUND III, LP | FMV | $3,423,818 | $3,423,818 |
| ENCAP FLATROCK MIDSTREAM FUND IV, LP | FMV | $4,829,125 | $4,829,125 |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP | FMV | $75,823,698 | $75,823,698 |
| FELICIS FOCUS FUND I, LP | FMV | $2,183,670 | $2,183,670 |
| FELICIS VENTURES IX, LP | FMV | $3,421,104 | $3,421,104 |
| FELICIS VENTURES VII, LP | FMV | $4,450,913 | $4,450,913 |
| FELICIS VENTURES VIII, LP | FMV | $4,161,318 | $4,161,318 |
| FINEPOINT CAPITAL PARTNERS II, LP | FMV | $441,238 | $441,238 |
| FOLIUM AGRICULTURE FUND I PARALLEL-1 LP | FMV | $8,957,272 | $8,957,272 |
| FOLIUM TIMBER FUND I PARALLEL-1 LP | FMV | $11,439,164 | $11,439,164 |
| FORTRESS CREDIT OPPORTUNITIES FUND (B) LP | FMV | $153,710 | $153,710 |
| FPA APARTMENT OPPORTUNITY FUND VI-A, LP | FMV | $1,907,392 | $1,907,392 |
| FPA APARTMENT OPPORTUNITY FUND VII-A, LP | FMV | $8,128,360 | $8,128,360 |
| FPA APARTMENT OPPORTUNITY FUND VIII-A, LP | FMV | $7,944,993 | $7,944,993 |
| FPV FUND I, LP | FMV | $3,470,958 | $3,470,958 |
| GA RV (CLASS A) CONTINUATION, LP | FMV | $1,134,518 | $1,134,518 |
| GAOLING FEEDER, LTD | FMV | $7,303 | $7,303 |
| GARRISON REAL ESTATE FUND III LP | FMV | $371,630 | $371,630 |
| GENERAL ATLANTIC INVESTMENT PARTNERS I, LP | FMV | $1,513,251 | $1,513,251 |
| GOLDMAN SACHS VINTAGE FUND V (OFFSHORE), LP | FMV | $110,096 | $110,096 |
| GOODWATER CAPITAL III, LP | FMV | $4,408,365 | $4,408,365 |
| GOODWATER CAPITAL IV, LP | FMV | $2,097,043 | $2,097,043 |
| GOODWATER INFINITY II, LP | FMV | $3,579,827 | $3,579,827 |
| GQG PARTNERS GLOBAL EQUITY FUND | FMV | $17,173,549 | $17,173,549 |
| GSO SPECIAL SITUATIONS OVERSEAS FUND LTD | FMV | $23,497 | $23,497 |
| H CAPITAL V, LP | FMV | $5,135,538 | $5,135,538 |
| HIGHBROOK INCOME PROPERTY FUND II, LP | FMV | $265,857 | $265,857 |
| HIGHBROOK INCOME PROPERTY FUND III, LP | FMV | $4,054,839 | $4,054,839 |
| HUNTER POINT CAPITAL INVESTORS (OFFSHORE), LP | FMV | $3,903,363 | $3,903,363 |
| ICHIGO JAPAN FUND B | FMV | $36,601,968 | $36,601,968 |
| LCP VII (OFFSHORE), LP | FMV | $110,385 | $110,385 |
| LERER HIPPEAU SELECT FUND IV, LP | FMV | $709,532 | $709,532 |
| LERER HIPPEAU VIII, LP | FMV | $1,609,050 | $1,609,050 |
| LUMINATE CAPITAL PARTNERS II, LP | FMV | $9,586,285 | $9,586,285 |
| LUMINATE CAPITAL PARTNERS III, LP | FMV | $8,954,420 | $8,954,420 |
| MENLO SPECIAL OPPORTUNITIES III ACCESS LLC | FMV | $3,723,730 | $3,723,730 |
| NEXUS SPECIAL SITUATIONS II, LP | FMV | $3,375,443 | $3,375,443 |
| NEXUS SPECIAL SITUATIONS III, LP | FMV | $7,723,506 | $7,723,506 |
| NGP NATURAL RESOURCES X, LP | FMV | $791,178 | $791,178 |
| NUT TREE DRAWDOWN OFFSHORE FUND II, LP | FMV | $2,692,185 | $2,692,185 |
| NUT TREE DRAWDOWN OFFSHORE FUND, LP | FMV | $4,380,375 | $4,380,375 |
| PROVIDENCE STRATEGIC GROWTH II-A LP | FMV | $6,289,480 | $6,289,480 |
| PROVIDENCE STRATEGIC GROWTH III-A LP | FMV | $7,534,347 | $7,534,347 |
| PROVIDENCE STRATEGIC GROWTH IV LP | FMV | $9,871,995 | $9,871,995 |
| PSG V LP | FMV | $11,125,349 | $11,125,349 |
| REDWOOD DRAWDOWN OFFSHORE FUND II, LP | FMV | $600,588 | $600,588 |
| RIVA CAPITAL PARTNERS III, LP | FMV | $710,024 | $710,024 |
| ROARK CAPITAL PARTNERS IV LP | FMV | $8,567,564 | $8,567,564 |
| ROARK CAPITAL PARTNERS V (TE) LP | FMV | $10,723,806 | $10,723,806 |
| ROTHWELL VENTURES I, LP | FMV | $5,643,563 | $5,643,563 |
| SDC DIGITAL INFRASTRUCTURE OPPORTUNITY FUND II, LP | FMV | $16,769,546 | $16,769,546 |
| SDC DIGITAL INFRASTRUCTURE OPPORTUNITY FUND III, LP | FMV | $6,977,423 | $6,977,423 |
| SERENITY INVESTMENT FEEDER FUND LIMITED | FMV | $7,249,984 | $7,249,984 |
| THE CHILDREN'S INVESTMENT FUND | FMV | $66,907,200 | $66,907,200 |
| TRIDENT V, LP | FMV | $1,027,560 | $1,027,560 |
| WARBURG PINCUS CHINA, LP | FMV | $5,484,566 | $5,484,566 |
| WARBURG PINCUS CHINA-SOUTHEAST ASIA II, LP | FMV | $4,833,822 | $4,833,822 |
| WARBURG PINCUS FINANCIAL SECTOR, LP | FMV | $6,953,237 | $6,953,237 |
| WARBURG PINCUS GLOBAL GROWTH 14, LP | FMV | $7,177,617 | $7,177,617 |
| WARBURG PINCUS GLOBAL GROWTH, LP | FMV | $10,430,503 | $10,430,503 |
| WARBURG PINCUS PRIVATE EQUITY XII, LP | FMV | $7,198,637 | $7,198,637 |
| WELSH, CARSON, ANDERSON & STOWE XI, LP | FMV | $19,033 | $19,033 |
| WHALE ROCK FLAGSHIP FUND LTD | FMV | $19,630,502 | $19,630,502 |
| WHITE DEER ENERGY LP II | FMV | $972,098 | $972,098 |
| WNDRCO HOLDINGS II LP | FMV | $2,190,771 | $2,190,771 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $310,766 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $590,889 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SOFTWARE/DIGITAL | $21,168 | $19,149 | $19,149 |
| DIVIDEND/OTHER RECEIVABLE | $964,031 | $602,016 | $602,016 |
| 457(F) PLAN ASSET | $288,178 | $317,633 | $317,633 |
| PROGRAM RELATED INVESTMENT | $9,000,000 | $9,000,000 | $9,000,000 |
| PRI INTEREST RECEIVABLE | $1,325,363 | $1,852,512 | $1,852,512 |
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 | $1,417,658 | $0 | $1,436,409 |
| OTHER PROGRAM EXPENSES | $7,726,015 | $0 | $7,380,235 |
| OTHER MISCELLANEOUS EXPENSES | $392,585 | $0 | $350,127 |
| K-1 OTHER PORTFOLIO DEDUCTIONS | $0 | $3,004 | $0 |
| K-1 INVESTMENT INTEREST EXPENSE | $0 | $852,902 | $0 |
| K-1 OTHER DEDUCTIONS | $0 | $5,611,451 | $0 |
| K-1 ROYALTY DEDUCTIONS | $0 | $111,904 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP - ORDINARY TRADE/BUSINESS | $1,888,045 | ||
| PARTNERSHIP - ROYALTY INCOME | $608,271 | ||
| PARTNERSHIP - OTHER PORTFOLIO INCOME | $1,006,026 | ||
| PARTNERSHIP - OTHER INCOME | $2,971,936 | ||
| PARTNERSHIP - CANCELLATION OF DEBT | $280 | ||
| PRI ACCRUED INTEREST INCOME | $527,149 | $527,149 | $527,149 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN - INVESTMENTS | Desc |
| Amt | $74,553,130 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $3,716,805 | $4,374,771 |
| 457(F) PLAN LIABILITY | $288,178 | $317,633 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATIONS | $21,000 | $0 | $21,000 |
| OTHER PROFESSIONAL FEES | $59,109 | $0 | $59,109 |
| HUMAN RESOURCES | $863,908 | $0 | $826,641 |
| INFORMATION TECHNOLOGY | $1,064,596 | $0 | $1,107,098 |
| INVESTMENT MANAGEMENT | $2,618,022 | $2,618,022 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX EXPENSE | $1,245,858 | $0 | $0 |
| PARTNERSHIP - FOREIGN TAXES | $0 | $316,986 | $0 |