2026-05-15T11:42:55-05:00 2025-06-30 135565207 KPMG LLP TWO MANHATTAN WEST 375 9TH AVENUE NEW YORK NY 10001 990 2024-07-01 882743235 PETERSON SOLUTIONS FUND PETE 6466809799 1159 SECOND AVENUE PO BOX 435 NEW YORK NY 10065 MICHAEL SHANKMAN TREASURER 6466809799 2026-05-14 1 0 KATHRYN OKIMOTO P00746598 2127589700 2026-05-10 2024 2025-03-06 01:10:19Z MICHAEL A PETERSON 1159 SECOND AVENUE PO BOX 435 NEW YORK NY 10065 5874291 0 X HTTPS://PETERSONSOLUTIONSFUND.ORG/ X 2022 DE PROMOTION OF SOCIAL WELFARE 1 1 18 2 0 0 0 0 0 0 5566042 5132155 0 0 5566042 5132155 3122000 3627000 0 0 662500 1869437 0 0 0 745533 2090304 4530033 7586741 1036009 -2454586 446073280 429062010 3040407 659469 443032873 428402541 X SEE SCHEDULE OPETERSON SOLUTIONS FUND IS A NONPARTISAN ORGANIZATION THAT PROMOTES SOCIAL WELFARE AND ADVOCATES FOR FACT-BASED SOLUTIONS TO IMPROVE THE POLICYMAKING PROCESS, STABILIZE AMERICA'S FISCAL OUTLOOK, ACHIEVE BETTER HEALTHCARE OUTCOMES AT LOWER COST, AND STRENGTHEN THE PILLARS OF OUR DEMOCRACY TO SUPPORT A THRIVING ECONOMY FOR THE NEXT GENERATION. 0 0 6755028 3627000 PETERSON SOLUTIONS FUND ENGAGES IN A RANGE OF NONPARTISAN ADVOCACY AND OUTREACH INITIATIVES TO STRENGTHEN THE ECONOMIC AND DEMOCRATIC FOUNDATIONS OF THE UNITED STATES. THE FUND ADVOCATES FOR SUBSTANTIVE, FACT-BASED SOLUTIONS AND ACTIONS AT THE FEDERAL AND STATE LEVEL THAT IMPROVE THE POLICYMAKING PROCESS, ECONOMY AND EVERYDAY LIFE OF AMERICANS. THE FUND'S GRANT-MAKING, PARTNERSHIPS, RESEARCH, AND OTHER PROGRAMMATIC ACTIVITIES AIM TO STABILIZE AMERICA'S FISCAL OUTLOOK, IMPROVE THE PERFORMANCE OF OUR HEALTHCARE SYSTEM AND STRENGTHEN THE PILLARS OF OUR DEMOCRACY, TO SUPPORT A GROWING, THRIVING ECONOMY OVER THE LONG TERM. 6755028 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 12 0 1 18 1 0 0 0 0 0 0 0 0 X 1 1 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 NY X MICHAEL SHANKMAN 6466809799 1159 SECOND AVENUE PO BOX 435 NEW YORK NY 10065 X MICHAEL A PETERSON CHAIRMAN & CEO 5.00 36.00 X X 0 0 0 MICHAEL SHANKMAN TREASURER 5.00 15.00 X 0 0 0 BRETT LOPER EXECUTIVE DIRECTOR 38.00 2.00 X 553541 36166 125854 LAURA GORDON SR VP, COMM & PUBLIC AFFAIRS, PGPF 5.00 35.00 X 36018 293032 70679 LORETTA UCELLI EVP - STRATEGY & COMM, PGPF 10.00 30.00 X 76029 237669 51864 MYRA SUNG VICE PRESIDENT, PROGRAMS, PGPF 5.00 35.00 X 35177 262354 66911 MAIRIN MANCINO VICE PRESIDENT, POLICY, PCH 5.00 35.00 X 27018 214888 69169 JENNIFER HEETTNER DIRECTOR, MONITORING & EVAL, PGPF 2.00 38.00 X 12572 180437 23015 740355 1224546 407492 1 0 1 0 RATIONAL 360 1828 L STREET NW SUITE 640 WASHINGTON DC 20036 PROFESSIONAL CONSULTING FEES 202051 SIMPSON THACHER & BARTLETT LLP 425 LEXINGTON AVENUE NEW YORK NY 100173954 PROFESSIONAL LEGAL FEES 167278 2 5208207 5208207 666084 742136 -76052 -76052 -76052 5132155 0 0 5132155 X 3627000 3627000 731459 569265 162194 875075 681036 194039 154611 120328 34283 2677 2083 594 105615 82196 23419 123655 123655 107807 107807 1154341 1098395 55946 1554 1554 45458 45458 13260 13260 MEMBERSHIP DUES & LICEN 504740 504665 75 REGISTRATION FEES 15585 859 14726 SUBSCRIPTIONS 13657 13379 278 TAXES - STATE 1871 1871 0 108376 8493 99883 7586741 6755028 831713 0 24673000 54779884 82250891 68961877 338800924 304877472 348465 442777 446073280 429062010 373407 260469 2667000 399000 3040407 659469 X 443032873 428402541 443032873 428402541 446073280 429062010 X -2454586 -12889937 714191 X X 0 1 X 0 0 0 35688175 F PASS-THROUGH INVESTMENTS 243776297 F OTHER ALTERNATIVE INVESTMENTS 25413000 C 304877472 X PART X, LINE 2: THE FUND FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) SUBTOPIC 740-10, INCOME TAXES-OVERALL, WHICH ADDRESSES THE ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC SUBTOPIC 740-10 ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURES. THE FUND HAS CONCLUDED THAT THERE WERE NO UNCERTAINTIES TO DISCLOSE. 1 AMERICAN POLICY VENTURES ACTION INC 20 F STREET NW SUITE 726 WASHINGTON DC 20001 923136332 501(C)(4) 250000 0 TO STRENGTHEN BIPARTISAN POLICYMAKING IN CONGRESS. BIPARTISAN POLICY CENTER ACTION INC 1225 EYE STREET NW SUITE 900 WASHINGTON DC 200055966 261299114 501(C)(4) 400000 0 TO ADVANCE FISCALLY RESPONSIBLE POLICY SOLUTIONS. BIPARTISAN POLICY CENTER ACTION INC 1225 EYE STREET NW SUITE 900 WASHINGTON DC 200055966 261299114 501(C)(4) 150000 0 TO ADVANCE BIPARTISAN POLICY SOLUTIONS TO REFORM FEDERAL HEALTHCARE PROGRAMS. CONCORD COALITION ACTION FUND 1530 WILSON BOULEVARD SUITE 650 ARLINGTON VA 22209 333491670 501(C)(4) 2050000 0 TO ADVANCE FISCAL RESPONSIBILITY AND SUPPORT POLICY SOLUTIONS. EMPLOYERS FORUM OF INDIANA INC 3352 WALNUT CREEK DR N CARMEL IN 460329037 852350404 501(C)(3) 160000 0 TO SUPPORT EMPLOYER-LED EFFORTS TO IMPROVE HEALTHCARE AFFORDABILITY. THE ERISA INDUSTRY COMMITTEE 701 8TH STREET NW SUITE 610 WASHINGTON DC 200014898 521077961 501(C)(6) 120000 0 TO SUPPORT HEALTHCARE TRANSPARENCY AND MARKET REFORMS. THE PEOPLE FOUNDATION PO BOX 81165 GRAND RAPIDS MI 489091165 845156133 501(C)(4) 305000 0 TO ENCOURAGE PARTICIPATION IN PRIMARY ELECTIONS. PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE SUITE 3 CAMBRIDGE MA 021385366 042103580 501(C)(3) 25000 0 TO SUPPORT THE DEVELOPMENT OF FISCALLY RESPONSIBLE TAX REFORM PROPOSALS. REPUBLICAN MAIN STREET PARTNERSHIP 411B NEW JERSEY AVE SE WASHINGTON DC 200031819 591828852 501(C)(4) 150000 0 TO DEVELOP FISCAL POLICY AND COMMUNICATIONS TRAINING PROGRAMS FOR CONGRESSIONAL STAFF. THIRD WAY 1025 CONNECTICUT AVE NW SUITE 400 WASHINGTON DC 200365423 201734070 501(C)(4) 17000 0 TO ADVANCE FISCAL RESPONSIBILITY. 2 7 PART I, LINE 2: GRANT FUNDS ARE MONITORED THROUGH PERIODIC MEETINGS WITH GRANTEES, NARRATIVE REPORTS ON PROGRESS TOWARDS GOALS, AND FINANCIAL REPORTS ON GRANT EXPENSES. X 0 0 0 0 0 0 0 0 0 BRETT LOPER EXECUTIVE DIRECTOR 426041 28666 127500 7500 0 0 81913 863 40676 2402 676130 39431 0 0 LAURA GORDON SR VP, COMM & PUBLIC AFFAIRS, PGPF 31018 250532 5000 42500 0 0 1725 14663 5715 48576 43458 356271 0 0 LORETTA UCELLI EVP - STRATEGY & COMM, PGPF 59529 188169 16500 49500 0 0 4157 36454 2961 8292 83147 282415 0 0 MYRA SUNG VICE PRESIDENT, PROGRAMS, PGPF 26677 194354 8500 68000 0 0 1725 13800 5710 45676 42612 321830 0 0 MAIRIN MANCINO VICE PRESIDENT, POLICY, PCH 24818 196188 2200 18700 0 0 2700 22950 4581 38938 34299 276776 0 0 JENNIFER HEETTNER DIRECTOR, MONITORING & EVAL, PGPF 11172 168187 1400 12250 0 0 1388 20485 79 1063 14039 201985 0 0 FORM 990, PART VI, SECTION A, LINE 2 MICHAEL A. PETERSON HAS A BUSINESS RELATIONSHIP WITH MICHAEL SHANKMAN AND BRETT LOPER. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBER WHICH MAY ELECT DIRECTORS AND TRANSACT ANY OTHER BUSINESS AS MAY PROPERLY COME BEFORE THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS ONE CLASS OF MEMBER WITH THE RIGHT TO ELECT DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION HAS ONE CLASS OF MEMBER. CERTAIN GOVERNANCE DECISIONS ARE RESERVED TO SUCH CLASS, INCLUDING THE RIGHT TO AMEND (OR APPROVE THE AMENDMENT OF) THE GOVERNING DOCUMENTS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION'S GOVERNING BODY HAS NOT ESTABLISHED COMMITTEES WITH THE AUTHORITY TO ACT ON ITS BEHALF. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER SUBMITS FORM 990 AND ALL APPLICABLE SCHEDULES ("FORM 990") TO THE BOARD OF DIRECTORS FOR REVIEW. UPON APPROVAL BY THE BOARD OF DIRECTORS, FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS MUST (I) DISCLOSE TO THE BOARD ANY POTENTIAL CONFLICT OF INTEREST WHICH COULD RESULT IN A DIRECT OR INDIRECT FINANCIAL OR PERSONAL BENEFIT TO SUCH DIRECTOR OR OFFICER WHEN IT ARISES AND (II) FURNISH A WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY TO THE BOARD. SUCH DISCLOSURE STATEMENTS ARE REVIEWED ANNUALLY BY THE BOARD. WHEN A POTENTIAL CONFLICT EXISTS, THE PERSON WITH THE CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS AND DECISIONS IN THE APPLICABLE CONTRACT OR OTHER TRANSACTION. THE ORGANIZATION'S DISREGARDED ENTITY AND ITS DIRECTORS AND OFFICERS FOLLOWED THE SAME COMPLIANCE PRACTICES AS THE ORGANIZATION WITH RESPECT TO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S PRACTICE IS TO SET THE COMPENSATION OF ITS EXECUTIVE AND OTHER EMPLOYEES AT REASONABLE LEVELS, INFORMED BY FACTORS SUCH AS THE RELEVANT MARKET, THE QUALIFICATIONS OF THE INDIVIDUAL, AND THE JOB RESPONSIBILITIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PUBLICLY DISCLOSES ITS FINANCIAL POSITION AND ACTIVITIES VIA ITS FORM 990. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. FORM 990, PART VII: CERTAIN HIGHEST-COMPENSATED EMPLOYEES INCLUDE THEIR ROLES AT PSF'S RELATED ORGANIZATIONS, INCLUDING THE PETER G. PETERSON FOUNDATION (PGPF) AND ITS DIVISION THE PETERSON CENTER ON HEALTHCARE (PCH). FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 1,071,728. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,071,728. RECRUITING SERVICES: PROGRAM SERVICE EXPENSES 26,667. MANAGEMENT AND GENERAL EXPENSES 55,946. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,613. FORM 990, PART XI, LINE 9: PRIOR YEAR GRANT CANCELLED 249,000. PRIOR YEAR GRANT REFUNDED 465,191. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS REVIEWS AND DISCUSSES THE AUDITED FINANCIAL STATEMENTS WITH THE INDEPENDENT AUDITORS. PJ A CAPITAL LLC 1159 SECOND AVENUE PO BOX 435 NEW YORK NY 10065 LLC THAT HOLDS INVESTMENTS DE 5131056 428131458 PETERSON SOLUTIONS FUND PETER G PETERSON FOUNDATION 888-C EIGHTH AVE BOX 144 NEW YORK NY 10019 260316905 CHARITABLE DE 501(C)(3) PF N/A 0 MICHAEL A PETERSON FOUNDATION 1159 SECOND AVENUE PO BOX 436 NEW YORK NY 10065 261607103 CHARITABLE DE 501(C)(3) PF N/A 0 HOLDINGS A LLC 1159 SECOND AVENUE PO BOX 435 NEW YORK NY 10065 000007426 LLC THAT HOLDS INVESTMENTS DE PETERSON SOLUTIONS FUND C 3468585 35737215 1.00000 1 PSF MEMBER INC 1159 SECOND AVENUE PO BOX 435 NEW YORK NY 10065 000008937 HOLDING COMPANY DE N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, PART II: THE ORGANIZATION'S DIRECTOR IS ALSO THE SOLE DIRECTOR OF MICHAEL A. PETERSON FOUNDATION. SCHEDULE R, PART III: THE ORGANIZATION'S FOUNDING CHAIRMAN ALSO CONTROLS CERTAIN FAMILY AND BUSINESS ENTITIES. NONE OF SUCH ENTITIES ENGAGED IN ANY TRANSACTIONS WITH THE ORGANIZATION. SCHEDULE R, PART IV (A): FULL EIN OF HOLDINGS A, LLC AND PSF MEMBER INC WILL BE PROVIDED TO THE IRS UPON REQUEST.