Civic Intelligence

Peter G Peterson Foundation

EIN 26-0316905 • New York, NY

888-c Eighth Avenue Box 144New York, NY 10019
Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

$1B+ nonprofits • Source year 2025

Liabilities / Revenue

24th percentile

0.24x

Higher debt load relative to revenue than 24% of similar nonprofits.

$1B+ nonprofits • Source year 2025

Net Margin

61st percentile

11%

Higher net margin than 61% of similar nonprofits.

$1B+ nonprofits • Source year 2025

Top Officer Pay

49th percentile

$606,766

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

$1B+ nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$1,179,216,937

Up $83,779,299 (+7.6%) from 2024

Liabilities

Up

$15,624,070

Up $2,187,878 (+16%) from 2024

Net Assets

Up

$1,163,592,867

Up $81,591,421 (+7.5%) from 2024

Operations
Liabilities / Revenue24th percentileNet Margin61st percentile

Revenue

Up

$65,789,481

Up $21,163,385 (+47%) from 2024

Expenses

Up

$58,751,190

Up $8,513,745 (+17%) from 2024

Net Income

Up

$7,038,291

Up $12,649,640 (+225%) from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5B$1.0B$500M$0Assets 2011: $478,916,737Liabilities 2011: $7,095,381Net Assets 2011: $471,821,3562011Assets 2021: $983,527,201Liabilities 2021: $24,859,771Net Assets 2021: $958,667,4302021Assets 2022: $1,055,700,983Liabilities 2022: $19,059,464Net Assets 2022: $1,036,641,5192022Assets 2023: $1,010,138,977Liabilities 2023: $15,667,054Net Assets 2023: $994,471,9232023Assets 2024: $1,095,437,638Liabilities 2024: $13,436,192Net Assets 2024: $1,082,001,4462024Assets 2025: $1,179,216,937Liabilities 2025: $15,624,070Net Assets 2025: $1,163,592,8672025

Highlighted filing

2025

Assets$1,179,216,937
Liabilities$15,624,070
Net Assets$1,163,592,867
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100M$50M$0-$50MExpenses 2011: $24,932,8282011Revenue 2021: $8,095,949Expenses 2021: $48,509,009Net Income 2021: -$40,413,0602021Revenue 2022: $50,280,779Expenses 2022: $45,255,827Net Income 2022: $5,024,9522022Revenue 2023: $10,201,057Expenses 2023: $42,851,094Net Income 2023: -$32,650,0372023Revenue 2024: $44,626,096Expenses 2024: $50,237,445Net Income 2024: -$5,611,3492024Revenue 2025: $65,789,481Expenses 2025: $58,751,190Net Income 2025: $7,038,2912025

Highlighted filing

2025

Revenue$65,789,481
Expenses$58,751,190
Net Income$7,038,291
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,179,216,937
Liabilities
$15,624,070
Net assets
$1,163,592,867
Revenue
$65,789,481
Expenses
$58,751,190
Net income
$7,038,291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1,179$15.6$1,164$65.8$58.8$7.04
2024Detailed filing. Detailed filing data is available for this year.$1,095$13.4$1,082$44.6$50.2$5.61
2023Detailed filing. Detailed filing data is available for this year.$1,010$15.7$994$10.2$42.9$32.7
2022Detailed filing. Detailed filing data is available for this year.$1,056$19.1$1,037$50.3$45.3$5.02
2021Detailed filing. Detailed filing data is available for this year.$984$24.9$959$8.10$48.5$40.4
2011Detailed filing. Detailed filing data is available for this year.$479$7.10$472$24.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 16, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLINE PEARSONExecutive Director, Pch, PhtiFT$551,000$55,766$606,766
SUK YUN WONChief Operating OfficerFT$470,271$51,502$521,773
JEFFREY HOLLANDVice President, ResearchFT$333,484$33,348$366,832
LORETTA UCELLIEvp - Strategy & CommunicationsPT$289,894$42,582$332,476
LAURA GORDONSr VP, Communications & Public AffairsFT$308,125$14,769$322,894
MYRA SUNGVice President, ProgramsFT$273,567$13,418$286,985
MICHAEL A PETERSONDirector, Chairman & CEOFT$0--
JOAN GANZ COONEYDirector-$0--
MICHAEL SHANKMANTreasurerPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantELECTION TRUST INITIATIVE LLCTO SUPPORT NONPARTISAN INITIATIVES TO IMPROVE THE SYSTEM FOR ADMINISTERING ELECTIONS IN THE UNITED STATES.PCWASHINGTON, DC, US$5,000,000
Paid GrantCOMMITTEE FOR A RESPONSIBLE FEDERAL BUDGETTO ADVANCE RESPONSIBLE FISCAL POLICY AND BUDGET PROCESS REFORM THROUGH POLICY RESEARCH, OUTREACH, AND PUBLIC ENGAGEMENT.PCWASHINGTON, DC, US$3,631,455
Paid GrantPETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICSTO SUPPORT NON-PARTISAN RESEARCH AND ANALYSIS ON GLOBAL AND DOMESTIC FISCAL AND ECONOMIC POLICY.PCWASHINGTON, DC, US$3,000,000
Paid GrantNUCLEAR THREAT INITIATIVE INCTO SUPPORT RESEARCH AND INTERNATIONAL NETWORKS TO ADVANCE NUCLEAR SAFETY AND SECURITY.PCWASHINGTON, DC, US$2,250,000
Paid GrantNET IMPACTTO 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.PCOAKLAND, CA, US$1,585,422
Paid GrantBIPARTISAN POLICY CENTER INCTO ADVANCE BIPARTISAN FISCAL AND ECONOMIC POLICY SOLUTIONS THROUGH RESEARCH AND PUBLIC ENGAGEMENT.PCWASHINGTON, DC, US$820,000
Paid GrantBIPARTISAN POLICY CENTER INCTO EDUCATE POLICYMAKERS AND THE PUBLIC ABOUT THE CONSEQUENCES OF THE GROWING NATIONAL DEBT.PCWASHINGTON, DC, US$779,000
Paid GrantURBAN INSTITUTETO SUPPORT TAX POLICY CENTER'S FEDERAL TAX MODEL AND RESEARCH AND ANALYSIS OF FISCAL POLICY DEVELOPMENTS.PCWASHINGTON, DC, US$640,000
Paid GrantPURCHASER BUSINESS GROUP ON HEALTHTO USE HEALTHCARE CLAIMS DATASETS TO ANALYZE VARIATIONS IN PRICING AND QUALITY.PCOAKLAND, CA, US$515,000
Paid GrantAMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCHTO ADVANCE RESPONSIBLE FISCAL POLICY REFORM THROUGH RESEARCH, OUTREACH AND PUBLIC ENGAGEMENT.PCWASHINGTON, DC, US$450,000
Paid GrantBIPARTISAN POLICY CENTER INCTO SUPPORT EDUCATION AND AWARENESS ABOUT THE CHALLENGES AND OPPORTUNITIES OF ARTIFICIAL INTELLIGENCE IN HEALTHCARE.PCWASHINGTON, DC, US$450,000
Paid GrantBROOKINGS INSTITUTIONTO ADVANCE RESPONSIBLE FISCAL POLICY REFORM THROUGH RESEARCH, OUTREACH AND PUBLIC ENGAGEMENT.PCWASHINGTON, DC, US$450,000
Paid GrantCONCORD COALITION CORPTO EDUCATE THE PUBLIC ABOUT THE CAUSES AND CONSEQUENCES OF FEDERAL BUDGET DEFICITS AND THE IMPORTANCE OF BUILDING A SECURE FISCAL FOUNDATION FOR ECONOMIC GROWTH.PCARLINGTON, VA, US$450,000
Paid GrantMILBANK MEMORIAL FUNDTO HELP STATES DEVELOP AND IMPLEMENT COST GROWTH TARGETS TO IMPROVE HEALTHCARE AFFORDABILITY.EOFNEW YORK, NY, US$417,500
Paid GrantWASHINGTON STATE HEALTH CARE AUTHORITYTO IDENTIFY AND ADDRESS DRIVERS OF HEALTHCARE COST GROWTH IN WASHINGTON STATE.GOVOLYMPIA, DC, US$398,700
Paid GrantPROGRESSIVE POLICY INSTITUTETO SUPPORT RESEARCH, ANALYSIS AND OUTREACH TO PROMOTE FISCAL SUSTAINABILITY.PCWASHINGTON, DC, US$350,000
Paid GrantTHE VOLCKER ALLIANCETO 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.PCNEW YORK, NY, US$300,000
Paid GrantTHIRD WAY INSTITUTETO EDUCATE POLICYMAKERS AND THE PUBLIC ABOUT THE DRIVERS OF OUR GROWING NATIONAL DEBT AND HEALTHCARE COSTS.PCWASHINGTON, DC, US$295,000
Paid GrantHOWARD UNIVERSITYTO 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.PCWASHINGTON, DC, US$273,000
Paid GrantBILL HILLARY & CHELSEA CLINTON FOUNDATIONTO 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.PCLITTLE ROCK, AR, US$250,000
Paid GrantRIGHTCOUNTTO SUPPORT EDUCATION AND AWARENESS TO PROTECT THE INTEGRITY OF THE ELECTION CERTIFICATION PROCESS.PCINDIANAPOLIS, IN, US$250,000
Paid GrantSD FOUNDATIONTO SUPPORT EDUCATION AND AWARENESS TO PROTECT THE INTEGRITY OF THE ELECTION CERTIFICATION PROCESS.PCWASHINGTON, DC, US$250,000
Paid GrantYALE UNIVERSITYTO ANALYZE THE IMPACT OF THE FEDERAL DEBT ON INFLATION.PCNEW HAVEN, CT, US$225,000
Paid GrantCENTER FOR AMERICAN PROGRESSTO DEVELOP POLICY SOLUTIONS THAT SUPPORT MARKET COMPETITION AND STATE LED AFFORDABILITY.PCWASHINGTON, DC, US$180,000
Paid GrantMANHATTAN INSTITUTE FOR POLICY RESEARCH INCTO DEVELOP POLICY RESEARCH PAPERS ON FISCAL ISSUES AND SOLUTIONS.PCNEW YORK, NY, US$180,000
Paid GrantNORTHWESTERN UNIVERSITYTO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND.PCCHICAGO, IL, US$177,811
Paid GrantAMERICAN ACTION FORUM INCTO ADVANCE RESPONSIBLE FISCAL POLICY REFORM THROUGH RESEARCH, OUTREACH AND PUBLIC ENGAGEMENT.PCWASHINGTON, DC, US$175,000
Paid GrantHEALTH ACCESS FOUNDATIONTO ASSIST THE CALIFORNIA OFFICE OF HEALTH CARE AFFORDABILITY IN LOWERING HEALTHCARE COSTS IN THE STATE.PCSACRAMENTO, CA, US$175,000
Paid GrantAMERICAN TELEMEDICINE ASSOCIATIONTO IMPROVE PATIENT ACCESS TO DIGITAL HEALTH INFRASTRUCTURE AND TECHNOLOGY.PCWASHINGTON, DC, US$168,750
Paid GrantURBAN INSTITUTETO INCREASE AWARENESS AND IMPROVE UNDERSTANDING OF THE DRIVERS OF AMERICA'S FISCAL CHALLENGES.PCWASHINGTON, DC, US$167,000
Paid GrantINSTITUTE FOR CLINICAL AND ECONOMIC REVIEWTO ADVANCE HIGH-VALUE INNOVATION IN DIGITAL HEALTH.PCBOSTON, MA, US$150,000
Paid GrantMINNESOTA PUBLIC RADIOTO SUPPORT THE CREATION AND DISSEMINATION OF INFORMATION THAT INCREASES AWARENESS OF THE NATION'S FISCAL CHALLENGES.PCSAINT PAUL, MN, US$150,000
Paid GrantBIPARTISAN POLICY CENTER INCTO ANALYZE CURRENT TRENDS AND OPPORTUNITIES IN DIGITAL HEALTHCARE TECHNOLOGY AND ITS ROLE IN IMPROVING QUALITY AND LOWERING COSTS.PCWASHINGTON, DC, US$140,000
Paid GrantBIPARTISAN POLICY CENTER INCTO IDENTIFY BIPARTISAN POLICY SOLUTIONS TO REFORM FEDERAL HEALTHCARE PROGRAMS.PCWASHINGTON, DC, US$135,000
Paid GrantBROOKINGS INSTITUTIONTO DEVELOP POLICY REFORMS TO STABILIZE PROGRAMS THAT SUPPORT OLDER ADULTS.PCWASHINGTON, DC, US$130,000
Paid GrantFISCAL CHALLENGE INCTO SUPPORT A COMPETITION FOR COLLEGE STUDENTS TO DEVELOP BUDGET PLANS THAT STABILIZE FEDERAL DEBT AS A SHARE OF THE ECONOMY OVER THE LONG TERM.PCCHAPEL HILL, NC, US$120,672
Paid GrantCONFERENCE BOARD INCTO SUPPORT RESEARCH AND OUTREACH PROMOTING FISCAL SUSTAINABILITY AMONG POLICYMAKERS AND BUSINESS LEADERS.PCNEW YORK, NY, US$120,000
Paid GrantCARE LABTO STRENGTHEN BIPARTISAN COLLABORATION IN CONGRESS.PCWASHINGTON, DC, US$110,000
Paid GrantONE UTAH HEALTH COLLABORATIVETO SUPPORT HEALTHCARE DATA TRANSPARENCY TO ANALYZE SYSTEM PERFORMANCE AND AFFORDABILITY.PCSALT LAKE CITY, UT, US$110,000
Paid GrantBIPARTISAN POLICY CENTER INCTO STRENGTHEN BIPARTISAN COLLABORATION ON FISCAL POLICY IN CONGRESS.PCWASHINGTON, DC, US$100,000
Paid GrantCOALITION TO TRANSFORM ADVANCED CARETO SUPPORT HEALTHCARE PRACTICES THAT ENSURE COMPASSIONATE, COORDINATED CARE FOR INDIVIDUALS WITH ADVANCED ILLNESS.PCWASHINGTON, DC, US$100,000
Paid GrantISSUE ONETO STRENGTHEN BIPARTISAN COLLABORATION IN CONGRESS THROUGH THE REBUILD CONGRESS INITIATIVE.PCWASHINGTON, DC, US$100,000
Paid GrantIVI FOUNDATION INCTO SUPPORT RESEARCH TO GUIDE PURCHASERS IN EVALUATING DIGITAL HEALTH TECHNOLOGIES.PCALEXANDRIA, VA, US$100,000
Paid GrantLIBRARY OF CONGRESSTO SUPPORT THE CONGRESSIONAL RESEARCH SERVICES BIPARTISAN SEMINAR FOR NEW MEMBERS.GOVWASHINGTON, DC, US$100,000
Paid GrantNATIONAL ACADEMY OF SCIENCESTO DEVELOP APPROACHES TO ALIGN PHARMACEUTICAL INVESTMENTS IN INNOVATION WITH UNMET HEALTH NEEDS.PCWASHINGTON, DC, US$100,000
Paid GrantWOMEN'S CONGRESSIONAL POLICY INSTITUTETO STRENGTHEN BIPARTISAN COLLABORATION ON FISCAL POLICY IN CONGRESS.PCWASHINGTON, DC, US$100,000
Paid GrantNATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING INCTO DEVELOP RESOURCES FOR THE STUDENT DEBT SMARTER PROGRAM TO PROVIDE YOUNG PEOPLE WITH INFORMATION ABOUT COLLEGE FINANCING.PCARLINGTON, VA, US$90,000
Paid GrantPETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICSTO ANALYZE THE IMPACT OF TARIFF REFORM PROPOSALS ON THE FEDERAL BUDGET.PCWASHINGTON, DC, US$90,000
Paid GrantCONGRESSIONAL MANAGEMENT FOUNDATIONTO STRENGTHEN BIPARTISAN COLLABORATION ON FISCAL POLICY IN CONGRESS.PCWASHINGTON, DC, US$80,000
Paid GrantDIGITAL MEDICINE SOCIETY INCTO SUPPORT INTEGRATED EVIDENCE PLANS FOR DIGITAL HEALTH PRODUCTS.PCBOSTON, MA, US$75,000
Paid GrantAMERICAN ACTION FORUM INCTO ADVANCE RESPONSIBLE FISCAL POLICY REFORM THROUGH RESEARCH, OUTREACH AND PUBLIC ENGAGEMENT.PCWASHINGTON, DC, US$68,750
Paid GrantAMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCHTO 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.PCWASHINGTON, DC, US$68,750
Paid GrantBIPARTISAN POLICY CENTER INCTO 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.PCWASHINGTON, DC, US$68,750
Paid GrantCENTER FOR AMERICAN PROGRESSTO 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.PCWASHINGTON, DC, US$68,750
Paid GrantECONOMIC POLICY INSTITUTETO 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.PCWASHINGTON, DC, US$68,750
Paid GrantMANHATTAN INSTITUTE FOR POLICY RESEARCH INCTO 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.PCNEW YORK, NY, US$68,750
Paid GrantPROGRESSIVE POLICY INSTITUTETO 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.PCWASHINGTON, DC, US$68,750
Paid GrantCENTER FOR HEALTH CARE STRATEGIES INCTO 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.PCHAMILTON, NJ, US$60,000
Paid GrantBRANDEIS UNIVERSITYTO SUPPORT EVENTS AND CORE ACTIVITIES.PCWALTHAM, MA, US$50,000
Paid GrantBUSINESS EXECUTIVES FOR NATIONAL SECURITYTO SUPPORT EVENTS AND CORE ACTIVITIES.PCWASHINGTON, DC, US$50,000
Paid GrantCONFERENCE BOARD INCTO SUPPORT EVENTS AND CORE ACTIVITIES.PCNEW YORK, NY, US$50,000
Paid GrantMANHATTAN INSTITUTE FOR POLICY RESEARCH INCTO SUPPORT EVENTS AND CORE ACTIVITIES.PCNEW YORK, NY, US$50,000
Paid GrantRONALD REAGAN PRESIDENTIAL FOUNDATION & INSTITUTETO SUPPORT EVENTS AND CORE ACTIVITIES.PCSIMI VALLEY, CA, US$50,000
Paid GrantWITH HONOR INSTITUTETO SUPPORT EVENTS AND CORE ACTIVITIES.PCWASHINGTON, DC, US$50,000
Paid GrantWOMEN'S INSTITUTE FOR SCIENCE EQUITY AND RACETO 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.PCMECHANICSVLLE, VA, US$50,000
Paid GrantUNIVERSITY OF SOUTHERN CALIFORNIATO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND.PCLOS ANGELES, CA, US$48,992
Paid GrantUNIVERSITY OF CHICAGOTO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND.PCCHICAGO, IL, US$48,173
Paid GrantAMERICAN POLICY VENTURES FOUNDATIONTO STRENGTHEN BIPARTISAN COLLABORATION IN CONGRESS.PCWASHINGTON, DC, US$45,000
Paid GrantNABE FOUNDATION OF THE NATIONAL ASSOCIATION FOR BUSINESS ECONOMICSTO SUPPORT EVENTS AND CORE ACTIVITIES.SO IWASHINGTON, DC, US$40,000
Paid GrantTAX FOUNDATIONTO ANALYZE THE FISCAL AND ECONOMIC IMPACT OF TARIFF PROPOSALS AND RELATED POLICY MEASURES.PCWASHINGTON, DC, US$40,000
Paid GrantISSUE ONETO SUPPORT EVENTS AND CORE ACTIVITIES.PCWASHINGTON, DC, US$38,720
Paid GrantLIBRARY OF CONGRESSTO SUPPORT EVENTS AND CORE ACTIVITIES.GOVWASHINGTON, DC, US$35,000
Paid GrantBROOKINGS INSTITUTIONTO SUPPORT RESEARCH ON THE EFFECTS OF WEALTH TRANSFERS ON THE TAX SYSTEM.PCWASHINGTON, DC, US$30,000
Paid GrantBROOKINGS INSTITUTIONTO UPDATE, MAINTAIN, AND PROMOTE THE FISCAL SHIP, AN ONLINE GAME THAT CHALLENGES PLAYERS TO PUT THE FEDERAL BUDGET ON A SUSTAINABLE COURSE.PCWASHINGTON, DC, US$30,000
Paid GrantCENTER FOR EXCELLENCE IN HEALTH CARE JOURNALISMTO SUPPORT EVENTS AND CORE ACTIVITIES.SO IICOLUMBIA, MO, US$30,000
Paid GrantNATIONAL TAX ASSOCIATION TAX INSTITUTE OF AMERICATO SUPPORT EVENTS AND CORE ACTIVITIES.PCLEESBURG, VA, US$30,000
Paid GrantURBAN INSTITUTETO SUPPORT KIDS' SHARE, A PROJECT MEASURING SPENDING ON CHILDREN IN THE FEDERAL BUDGET.PCWASHINGTON, DC, US$30,000
Paid GrantCITIZENS BUDGET COMMISSION INCTO SUPPORT EVENTS AND CORE ACTIVITIES.PCNEW YORK, NY, US$28,000
Paid GrantACADEMYHEALTHTO SUPPORT EVENTS AND CORE ACTIVITIES.PCWASHINGTON, DC, US$25,000
Paid GrantAMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCHTO SUPPORT EVENTS AND CORE ACTIVITIES.PCWASHINGTON, DC, US$25,000
Paid GrantCOALITION TO TRANSFORM ADVANCED CARETO SUPPORT EVENTS AND CORE ACTIVITIES.PCWASHINGTON, DC, US$25,000
Paid GrantFORMER MEMBERS OF CONGRESS INCTO SUPPORT EVENTS AND CORE ACTIVITIES.PCWASHINGTON, DC, US$25,000
Paid GrantNATIONAL ACADEMY OF SOCIAL INSURANCETO SUPPORT EVENTS AND CORE ACTIVITIES.PCWASHINGTON, DC, US$25,000
Paid GrantSADIE COLLECTIVETO SUPPORT EVENTS AND CORE ACTIVITIES.PCWASHINGTON, DC, US$25,000
Paid GrantTAX FOUNDATIONTO ANALYZE THE IMPACT OF TARIFF REFORM PROPOSALS ON THE FEDERAL BUDGET.PCWASHINGTON, DC, US$25,000
Paid GrantCARE LABTO SUPPORT EVENTS AND CORE ACTIVITIES.PCWASHINGTON, DC, US$22,500
Paid GrantBROOKINGS INSTITUTIONTO DEVELOP AND SUPPORT THE ALICE RIVLIN POST-DOCTORAL FELLOWSHIP IN FISCAL POLICY.PCWASHINGTON, DC, US$22,000
Paid GrantCENTER FOR HEALTH POLICY DEVELOPMENTTO SUPPORT EVENTS AND CORE ACTIVITIES.PCWASHINGTON, DC, US$20,000
Paid GrantECONOMIC CLUB OF NEW YORKTO SUPPORT EVENTS AND CORE ACTIVITIES.PCNEW YORK, NY, US$20,000
Paid GrantMILLENNIAL ACTION PROJECT DBA FUTURE CAUCUSTO SUPPORT EVENTS AND CORE ACTIVITIES.PCWASHINGTON, DC, US$20,000
Paid GrantBIPARTISAN POLICY CENTER INCTO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.PCWASHINGTON, DC, US$16,000
Paid GrantINSTITUTE FOR CLINICAL AND ECONOMIC REVIEWTO SUPPORT THE ASSESSMENT OF DIGITAL HEALTH TECHNOLOGIES.PCBOSTON, MA, US$15,000
Paid GrantPANETTA INSTITUTE FOR PUBLIC POLICYTO SUPPORT EVENTS AND CORE ACTIVITIES.PCSEASIDE, CA, US$15,000
Paid GrantASSOCIATION FOR PUBLIC POLICY ANALYSIS AND MANAGEMENTTO SUPPORT EVENTS AND CORE ACTIVITIES.PCWASHINGTON, DC, US$14,000
Paid GrantFORMER MEMBERS OF CONGRESS INCTO STRENGTHEN BIPARTISAN COLLABORATION ON FISCAL POLICY IN CONGRESS.PCWASHINGTON, DC, US$11,000
Paid GrantURBAN INSTITUTETO SUPPORT EVENTS AND CORE ACTIVITIES.PCWASHINGTON, DC, US$10,000
Paid GrantBROOKINGS INSTITUTIONTO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.PCWASHINGTON, DC, US$6,000
Paid GrantCATO INSTITUTETO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.PCWASHINGTON, DC, US$6,000
Paid GrantCENTER FOR AMERICAN PROGRESSTO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.PCWASHINGTON, DC, US$6,000
Paid GrantCOMMITTEE FOR A RESPONSIBLE FEDERAL BUDGETTO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.PCWASHINGTON, DC, US$6,000
Paid GrantECONOMIC POLICY INSTITUTETO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.PCWASHINGTON, DC, US$6,000
Paid GrantEDUCATION & RESEARCH FUND OF EMPLOYEE BENEFIT RESEARCH INSTITUTETO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.PCWASHINGTON, DC, US$6,000
Paid GrantTHE FOUNDATION FOR RESEARCH ON EQUAL OPPORTUNITYTO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.PCWASHINGTON, DC, US$6,000
Paid GrantKFF (THE HENRY J KAISER FAMILY FOUNDATION)TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.PCSAN FRANCISCO, CA, US$6,000
Paid GrantTHE NISKANEN CENTER INCTO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.PCWASHINGTON, DC, US$6,000
Paid GrantPROGRESSIVE POLICY INSTITUTETO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.PCWASHINGTON, DC, US$6,000
Paid GrantR STREET INSTITUTETO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.PCWASHINGTON, DC, US$6,000
Paid GrantURBAN INSTITUTETO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.PCWASHINGTON, DC, US$6,000
Paid GrantJOHNS HOPKINS UNIVERSITYTO SUPPORT EVENTS AND CORE ACTIVITIES.PCBALTIMORE, MD, US$5,000
Paid GrantNATIONAL ASSOCIATION OF HEALTH DATA ORGANIZATIONSTO SUPPORT EVENTS AND CORE ACTIVITIES.PCPROVO, UT, US$5,000
Paid GrantSADIE COLLECTIVETO DEVELOP A PROGRAM FOR HIGH SCHOOL STUDENTS THAT FURTHERS DIVERSITY IN THE FIELD OF ECONOMICS.PCWASHINGTON, DC, US$2,000
Filing and Contact Details

Filer

Filer Name
Peter G Peterson Foundation
EIN
26-0316905
Phone
2125429200
Address
888-C EIGHTH AVENUE BOX 144, NEW YORK, NY 10019

Signing Officer

Name
Michael Shankman
Title
Treasurer
Phone
2125429200
Signed
2026-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
401 UNION STREET SUITE 2800, SEATTLE, WA 98101
Preparer
Kathryn Okimoto
Phone
2069134000
Raw XML AppendixShowing 400 of 2,201 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VIII-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART XIV
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF, PART XIV
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3FORM 990-PF, PART VIII-B
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1CONTINUATION OF SUPPLEMENTARY INFORMATION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt23A/B
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt3EXPENDITURE RESPONSIBILITY
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FOUNDATION 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.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt12A: 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: [email protected]@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
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2GRANTS/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.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3PRI 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.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91WARBURG PINCUS GLOBAL GROWTH 14, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92WARBURG PINCUS GLOBAL GROWTH, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93WARBURG PINCUS PRIVATE EQUITY XII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94WELSH, CARSON, ANDERSON & STOWE XI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95WHALE ROCK FLAGSHIP FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96WHITE DEER ENERGY LP II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97WNDRCO HOLDINGS II LP
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