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PETER G PETERSON FOUNDATION

NEW YORK, NY · EIN 260316905 · Form 990PF · FY2024 · NTEE T20 · Philanthropy & Grantmaking · Very Large (>$50M)
revenue
$65.8M
expenses
$28.7M
net assets
$1.2B
employees
profile · synthesized from sources

The Peter G. Peterson Foundation is a philanthropic organization focused on addressing fiscal and economic policy challenges in the United States. It supports nonpartisan research, public education, and policy reform initiatives related to federal budget sustainability, national debt, and long-term fiscal responsibility. The foundation funds a range of organizations working on economic policy, election integrity, and nuclear security.

named programs · 3 · from sources

What they call their work

Election Trust Initiative
Nonpartisan efforts to improve the administration of elections in the United States
Fiscal Policy Research and Outreach
Supports research and public engagement on responsible fiscal policy and budget reform through partner organizations
Public Engagement on Fiscal Challenges
Nonpartisan initiative empowering college students to educate peers about America's fiscal challenges and their future impact
activities · 4 groups

What they do

  • Climate Change Research and Advocacy Funding 3 activities
    • Funding fiscal policy research and public engagement at Brookings Institution
      Funds the Brookings Institution to advance responsible fiscal policy reform through research, outreach, and public engagement.
    • Funding non-partisan economic and fiscal policy research at the Peterson Institute
      Funds the Peter G. Peterson Institute for International Economics to support non-partisan research and analysis on global and domestic fiscal and economic policy.
    • Funding nuclear safety and security research and international networks
      Funds Nuclear Threat Initiative Inc to support research and international networks advancing nuclear safety and security.
  • Human Rights Advocacy Funding 1 activity
    • Funding nonpartisan election administration reform initiatives
      Funds nonpartisan initiatives aimed at improving election administration systems in the United States.
  • Flexible Grants to Grassroots Organizations 1 activity
    • Funding youth civic engagement on fiscal issues through Up to Us
      Funds Net Impact to execute Up to Us, a nationwide nonpartisan initiative that empowers college students to educate their peers about America's fiscal challenges and their long-term impacts.
  • Uncategorized 6 activities
    • Funding analysis of artificial intelligence in healthcare policy
      Funds the Bipartisan Policy Center Inc to support education and awareness about the challenges and opportunities of artificial intelligence in healthcare.
    • Funding bipartisan fiscal and economic policy solutions at the Bipartisan Policy Center
      Funds the Bipartisan Policy Center Inc to advance bipartisan fiscal and economic policy solutions through research, public engagement, and education on national debt consequences.
    • Funding fiscal policy research and public engagement through the Committee for a Responsible Federal Budget
      Funds the Committee for a Responsible Federal Budget to advance responsible fiscal policy and budget process reform via research, outreach, and public engagement.
    • Funding healthcare cost and quality analysis using claims data
      Funds Purchaser Business Group on Health to analyze variations in healthcare pricing and quality using real-world claims datasets.
    • Funding public education on federal budget deficits and fiscal sustainability
      Funds Concord Coalition Corp 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.
    • Funding tax policy research and modeling at the Urban Institute
      Funds the Urban Institute to support the Tax Policy Center’s federal tax model and ongoing research on fiscal policy developments.
financials · form 990PF · fy2024
revenue
Total revenue$65.79M
Contributions & grants$60.00M91%
Program service revenue
Investment income$5.26M8%
Other revenue$0
expenses
Total expenses$28.66M
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$2.23M
Grants paid out$28.26M
balance sheet
Total assets$1.18B
Cash
Investments
Liabilities
Net assets$1.16B
5 years on record · 2020–2024 · YoY revenue +47.4%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 6
NameTitleHours/wkCompensation
CAROLINE PEARSON EXECUTIVE DIRECTOR, PCH, PHTI 40 $607K
SUK YUN WON CHIEF OPERATING OFFICER 40 $522K
JEFFREY HOLLAND VICE PRESIDENT, RESEARCH 40 $367K
LORETTA UCELLI EVP - STRATEGY & COMMUNICATIONS 30 $332K
LAURA GORDON SR VP, COMMUNICATIONS & PUBLIC AFFAIRS 35 $323K
MYRA SUNG VICE PRESIDENT, PROGRAMS 35 $287K
board members · 2
  • JOAN GANZ COONEY — DIRECTOR
  • MICHAEL A PETERSON — DIRECTOR, CHAIRMAN & CEO
relationships · 10

Who they work with

  • BIPARTISAN POLICY CENTER INC Partner — Funded for multiple initiatives including fiscal policy solutions, national debt education, and AI in healthcare
  • BROOKINGS INSTITUTION Partner — Funded to advance responsible fiscal policy reform through research and engagement
  • COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET Partner — Funded to advance responsible fiscal policy and budget reform
  • CONCORD COALITION CORP Partner — Funded to educate the public on federal budget deficits and fiscal sustainability
  • ELECTION TRUST INITIATIVE LLC Partner — Funded to support nonpartisan election administration improvements
  • NET IMPACT Partner — Funded to execute Up to Us, a student-led initiative on fiscal challenges
  • NUCLEAR THREAT INITIATIVE INC Partner — Funded to advance nuclear safety and security through research and international networks
  • PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS Partner — Funded to conduct non-partisan research on fiscal and economic policy
  • PURCHASER BUSINESS GROUP ON HEALTH Partner — Funded to analyze healthcare pricing and quality using claims data
  • URBAN INSTITUTE Partner — Funded to support Tax Policy Center's federal tax model and fiscal research
strategies · 1

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Fiscal Responsibility Through Research and Public Engagement
    methodology: fiscal_policy_reform_through_research_and_engagement
    By funding non-partisan research and large-scale public engagement, we influence fiscal policy and promote sustainable budget practices, because credible evidence combined with broad public understanding creates political will for long-term reform.