PETER G PETERSON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PETER G PETERSON FOUNDATION (EIN 26-0316905)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2023-02-14
- IRS object ID
- 202340459349100439
- Schema version
- 2021v4.2
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- 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 | 2023-02-14T17:53:23-06:00 | ReturnTs |
| Tax Period End | 2022-03-31 | 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 | 8350 BROAD STREET SUITE 900 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | 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 | 2023-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | SHANKMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET A BRADSHAW | PreparerPersonNm |
| PTIN | P00501222 | PTIN |
| Phone | 7032868000 | PhoneNum |
| Preparation | 2023-02-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,055,700,983 | 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 | $50,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45,898 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45,898 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,208,477 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $49,747,944 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $218,435 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $891,548 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $50,280,779 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,893,867 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,279,930 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,279,930 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,631,425 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,631,425 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,979,486 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,979,545 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $120,567 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $112,200 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $209,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $101,780 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,015,539 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,306,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,710,389 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $987,107 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $321,980 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $25,515 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,495 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $825 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $450 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,327,261 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,621,038 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,181,463 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,577,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,249,018 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,021,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,678,217 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,899,957 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,255,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,249,018 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,921,634 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,024,952 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,644,849 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,368,927 | CashBOYAmt |
| Cash EOY | $1,625,939 | CashEOYAmt |
| Cash EOYFMV | $1,625,939 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $190,067,414 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $228,824,419 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $228,824,419 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,062,084 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $370,211 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $370,211 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $927,150 | CorporateStockBOYAmt |
| Corporate Stock EOY | $419,867 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $419,867 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $785,461,235 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $819,638,173 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $819,638,173 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,640,391 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,822,374 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,822,374 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $983,527,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,055,700,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,055,700,983 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,117,198 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,416,072 | AccountsPayableEOYAmt |
| Grants Payable BOY | $20,674,486 | GrantsPayableBOYAmt |
| Grants Payable EOY | $14,452,745 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $3,068,087 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,190,647 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $24,859,771 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,059,464 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $958,667,430 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,036,641,519 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $958,667,430 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,036,641,519 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $983,527,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,055,700,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $958,667,430 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,024,952 | ExcessRevenueOverExpensesAmt |
| Other Increases | $72,949,137 | OtherIncreasesAmt |
| Subtotal | $1,036,641,519 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,036,641,519 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| PARTNERSHIP K-1 SHORT-TERM | P | $1,688,015 | $0 | $1,688,015 | $1,688,015 | |
| PARTNERSHIP K-1 LONG-TERM | P | $36,280,857 | $36,280,857 | $36,280,857 | ||
| OTHER SECURITIES | P | $2,618,384 | $2,551,236 | $2,551,236 | $67,148 | |
| DISPOSITION GAIN PARTNERSHIP INTEREST | P | $32,882,719 | $9,215,139 | $9,215,139 | $23,667,580 | |
| 457(F) CAPITAL LOSS - SHORT-TERM | P | -$612 | -$612 | |||
| 457(F) CAPITAL GAIN - LONG TERM | P | $13,309 | $13,309 | $13,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,747,944 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $676,163 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $676,163 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $676,163 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $987,559 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $987,559 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $311,396 | OverpaymentAmt |
| Applied To ES Tax | $311,396 | 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 | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (10 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 | 40.00 | $0 | $0 | $0 |
| JOAN GANZ COONEY | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MICHAEL SHANKMAN | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | TREASURER | 10.00 | $0 | $0 | $0 |
| JAY WANT | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | EXECUTIVE DIRECTOR - PCH | 40.00 | $443,250 | $51,415 | $0 |
| LORETTA UCELLI | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | EXEC VP, STRATEGY & COMM | 40.00 | $397,667 | $47,892 | $0 |
| SUK YUN WON | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | CHIEF OPERATING OFFICER | 40.00 | $394,875 | $46,437 | $0 |
| SUSAN TANAKA | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | SENIOR POLICY ADVISOR | 40.00 | $292,875 | $24,163 | $0 |
| JEFFREY HOLLAND | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | VP, RESEARCH | 40.00 | $277,638 | $47,764 | $0 |
| LAURA GORDON | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | VP, COMM & PUBLIC AFFAIRS | 40.00 | $263,625 | $13,181 | $0 |
| MYRA SUNG | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | VP, PROGRAMS | 40.00 | $210,000 | $21,000 | $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 |
|---|---|---|---|---|---|---|---|---|
| RUSS LEVSEN | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | SENIOR DIR, POLICY C | 40.00 | $246,051 | $24,605 | $0 |
| RIKARD TREIBER | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | SENIOR DIR, GRANT OP | 40.00 | $224,295 | $22,429 | $0 |
| ZAHRA ELMEKKAWY | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | DIR, DELIVERY SYSTEM | 40.00 | $210,663 | $17,900 | $0 |
| JEFFREY SELBERG | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | SENIOR ADVISOR | 40.00 | $204,800 | $20,480 | $0 |
| FREDERICA STAHL | ||||||||
| 888-C EIGHTH AVENUE BOX 144 | NEW YORK | NY | 10019 | DIR, HEALTHCARE DATA | 40.00 | $189,287 | $18,929 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 33 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| EAST END ADVISORS LLC | ||||||
| 610 FIFTH AVENUE SUITE 506 | NEW YORK | NY | 10020 | INVESTMENT MGMT | $2,306,000 | |
| MCKINSEY & COMPANY | ||||||
| 140 FOUNTAIN PARKWAY N STE 800 | ST PETERSBURG | FL | 33716 | RESEARCH | $595,000 | |
| RATIONAL 360 | ||||||
| 1828 L STREET NW SUITE 640 | WASHINGTON | DC | 20036 | COMMUNICATIONS | $586,979 | |
| ADOLESCENT CONTENT LLC | ||||||
| 829 SUPERBA AVE | VENICE | CA | 90291 | COMMUNICATIONS | $576,000 | |
| BLUEPATH HEALTH INC | ||||||
| 80 E SIR FRANCIS DRAKE BLVD SUITE | LARKSPUR | CA | 94939 | COMMUNICATIONS | $365,680 | 3C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 36 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION ACTIVITIES - SEE STATEMENT 19 FOR OVERVIEW GRANTS AND GRANT-MAKINGTHE FOUNDATION PROVIDES GRANTS TO FUND A VARIETY OF PROJECTSAND ORGANIZATIONS THAT ADVANCE ITS MISSION. GRANTEESINCLUDE RESEARCH ORGANIZATIONS, FOUNDATIONS, UNIVERSITIES,ASSOCIATIONS, AND OTHER NOT-FOR-PROFIT ENTITIES THAT ENGAGEIN ACTIVITIES OUTLINED UNDER GRANT AGREEMENTS WITH THEFOUNDATION. THESE GRANTS SUPPORT A RANGE OF EDUCATION,ENGAGEMENT, AND RESEARCH PROJECTS AND INITIATIVES RELATED TOTHE NATION'S LONG-TERM FISCAL AND ECONOMIC CHALLENGES, ASWELL AS THE KEY DRIVERS OF DEBT. A COMPLETE LISTING OF OURPAID GRANTS IN FISCAL YEAR 2022 CAN BE FOUND IN PART XIV. | Description1Txt |
| Expenses1 | $26,387,529 | Expenses1Amt |
| Description2 | EDUCATION, AWARENESS, AND ENGAGEMENTTHE FOUNDATION'S EDUCATION, AWARENESS, AND ENGAGEMENTINITIATIVES SEEK TO IMPROVE AMERICANS' UNDERSTANDING OF ANDPARTICIPATION IN SUPPORTING FISCAL SUSTAINABILITY ANDECONOMIC RESILIENCY FOR THE NEXT GENERATION. THE FOUNDATIONPRODUCES INFORMATION ON FISCAL AND ECONOMIC POLICY TOPICSFOR THE GENERAL PUBLIC; CONNECTS A RANGE OF AUDIENCES WITHNON-PARTISAN RESOURCES AND INFORMATION; AND ISSUES POLICYRESEARCH BRIEFS AND STATEMENTS AROUND KEY FISCAL MILESTONES.THE FOUNDATION ENABLES BROAD DISCOURSE REGARDING FISCAL ANDECONOMIC ISSUES THROUGH ITS WEBSITES AND SOCIAL MEDIA. INADDITION, THE FOUNDATION HOLDS REGULAR CONVENINGS, BRINGINGTOGETHER POLICY LEADERS, EXPERTS, AND ELECTED OFFICIALS FROMACROSS THE POLITICAL AND IDEOLOGICAL SPECTRUM TO DISCUSSFISCAL AND ECONOMIC ISSUES. | Description2Txt |
| Expenses2 | $10,287,281 | Expenses2Amt |
| Description3 | POLICY RESEARCH AND ANALYSISTHE FOUNDATION PRODUCES NON-PARTISAN RESEARCH, ANALYSES, ANDOTHER DATA-DRIVEN INFORMATION TO HELP MAKE COMPLEX FISCALAND ECONOMIC ISSUES MORE UNDERSTANDABLE AND MEANINGFUL TOTHE PUBLIC AND POLICYMAKERS. THE FOUNDATION'S RESEARCH ANDANALYSES ARE INCORPORATED INTO ITS EDUCATION, AWARENESS, ANDENGAGEMENT ACTIVITIES, AND REFLECTED IN PUBLIC STATEMENTS,ARTICLES AND PRESENTATIONS. THIS MATERIAL IS MADE ACCESSIBLEON THE FOUNDATION'S WEBSITE AND INCLUDES: ANALYSES OF BUDGETAND ECONOMIC ISSUES; A LIBRARY OF CHARTS AND GRAPHS, PRIMERSAND POLICY RESEARCH BRIEFS THAT EXPLAIN THE BUDGET ANDBUDGET PROCESS; AND THE RELATIONSHIP BETWEEN THE BUDGET, THEECONOMY, AND DEMOGRAPHIC TRENDS. | Description3Txt |
| Expenses3 | $2,874,404 | 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 | $32,993,853 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $200,870,715 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $785,288,363 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,019,152,931 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,019,152,931 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,287,294 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,003,865,637 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,193,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,193,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $676,163 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $43,322 | IncomeTaxAmt |
| Total Tax | $719,485 | TotalTaxAmt |
| Distributable Before Adj | $49,473,797 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $554,614 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,028,411 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,028,411 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,921,634 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,921,634 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,028,411 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,636,177 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,921,634 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,636,177 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,285,457 | 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 | $45,742,954 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOAN GANZ COONEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER G PETERSON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888-C EIGHTH AVENUE BOX 144 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125429200 | RecipientPhoneNum |
| Recipient Email Address | INQUIRIES@PGPF.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE STATEMENT 20 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 20 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 20 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADVANCING STATES INC | |||||||
| 1201 15TH NW SUITE 350 | WASHINGTON | DC | 200052899 | SO I | TO ASSIST STATES IN SCALING EFFECTIVE HOME AND COMMUNITY-BASED SERVICES. | $25,000 | |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | PC | TO DEVELOP RESOURCES FOR THE STUDENT DEBT SMARTER PROGRAM TO EDUCATE YOUNG PEOPLE ABOUT PUBLIC POLICIES THAT AFFECT COLLEGE FINANCING. | $10,000 | |
| ASSOCIATION FOR PUBLIC POLICY ANALYSIS AND MANAGEMENT | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200056347 | SO I | TO SUPPORT THE FALL RESEARCH CONFERENCE. | $11,000 | |
| BIPARTISAN POLICY CENTER | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | PC | TO PRODUCE BIPARTISAN RESEARCH AND ANALYSIS ON FISCAL AND ECONOMIC POLICY SOLUTIONS, INCLUDING POLICIES TO RECOVER FROM THE COVID-19 PANDEMIC. | $500,000 | |
| BIPARTISAN POLICY CENTER | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | PC | TO ANALYZE CURRENT TRENDS AND OPPORTUNITIES IN DIGITAL HEALTHCARE TECHNOLOGY, AND ITS ROLE IN IMPROVING QUALITY AND LOWERING COSTS. | $125,000 | |
| BIPARTISAN POLICY CENTER | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $70,000 | |
| BIPARTISAN POLICY CENTER | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | PC | TO DEVELOP A RESEARCH PAPER EXAMINING HOW THE BURDEN OF STUDENT DEBT IN THE U.S. IMPACTS STUDENTS AND GOVERNMENT FINANCES, AND POLICY OPTIONS FOR THE FEDERAL STUDENT LOAN PROGRAM. | $33,191 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PC | TO HONOR ALICE RIVLIN'S LEGACY ON FISCAL ISSUES BY SUPPORTING THE CREATION OF THE ALICE M. RIVLIN CHAIR IN ECONOMIC POLICY. | $250,000 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PC | TO ANALYZE THE FEDERAL TAX BASE AND DEVELOP POLICY ALTERNATIVES FOR THE TAXATION OF CAPITAL INCOME. | $105,000 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PC | TO DEVELOP AND SUPPORT THE ALICE RIVLIN POST-DOCTORAL FELLOWSHIP IN FISCAL POLICY. | $100,000 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PC | TO UPDATE, MAINTAIN, AND PROMOTE THE FISCAL SHIP, AN ONLINE GAME THAT CHALLENGES PLAYERS TO PUT THE FEDERAL BUDGET ON A SUSTAINABLE COURSE. | $45,000 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,000 | |
| BROWN UNIVERSITY OF PROVIDENCE | |||||||
| 121 SOUTH MAIN STREET | PROVIDENCE | RI | 02912 | PC | TO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND. | $750,000 | |
| BROWN UNIVERSITY OF PROVIDENCE | |||||||
| 121 SOUTH MAIN STREET | PROVIDENCE | RI | 02912 | PC | TO SUPPORT A STATEWIDE HEALTHCARE IMPROVEMENT INITIATIVE IN RHODE ISLAND. | $195,000 | |
| BUSINESS EXECUTIVES FOR NATIONAL SECURITY | |||||||
| 1030 15TH ST NW SUITE 200 EAST | WASHINGTON | DC | 20005 | PC | TO SUPPORT THE EISENHOWER AWARD DINNER. | $25,000 | |
| CAMDEN COALITION OF HEALTHCARE PROVIDERS | |||||||
| 800 COOPER STREET 7TH FLOOR | CAMDEN | NJ | 08102 | PC | TO SUPPORT THE NATIONAL CENTER FOR COMPLEX HEALTH AND SOCIAL NEEDS' ANNUAL CONFERENCE. | $25,000 | |
| CATALYST FOR PAYMENT REFORM INC | |||||||
| 1344 OXFORD STREET | BERKELEY | CA | 94709 | PC | TO SUPPORT THE ADOPTION OF PERFORMANCE-BASED HEALTHCARE PURCHASING STRATEGIES BY EMPLOYERS TO IMPROVE OUTCOMES FOR WORKFORCES AND REDUCE THE COST OF CARE. | $67,000 | |
| CENTER FOR AMERICAN PROGRESS | |||||||
| 1333 H STREET NW 10TH FLOOR | WASHINGTON | DC | 20005 | PC | TO SUPPORT POLICY RESEARCH AND ANALYSIS TO REDUCE THE COSTS AND IMPROVE THE QUALITY OF U.S. HEALTHCARE. | $200,000 | |
| CENTER FOR AMERICAN PROGRESS | |||||||
| 1333 H STREET NW 10TH FLOOR | WASHINGTON | DC | 20005 | PC | TO DEVELOP RESOURCES FOR THE STUDENT DEBT SMARTER PROGRAM TO EDUCATE YOUNG PEOPLE ABOUT PUBLIC POLICIES THAT AFFECT COLLEGE FINANCING. | $10,000 | |
| CENTER FOR AMERICAN PROGRESS | |||||||
| 1333 H STREET NW 10TH FLOOR | WASHINGTON | DC | 20005 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,000 | |
| CENTER FOR HEALTH CARE STRATEGIES | |||||||
| 200 AMERICAN METRO BLVD STE 119 | HAMILTON | NJ | 08619 | PC | TO EXPAND AND 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 CARE STRATEGIES | |||||||
| 200 AMERICAN METRO BLVD STE 119 | HAMILTON | NJ | 08619 | 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. | $45,000 | |
| CITIZENS BUDGET COMMISSION INC | |||||||
| 240 WEST 35TH STREET SUITE 302 | NEW YORK | NY | 10001 | PC | TO SUPPORT THE ANNUAL DINNER. | $26,000 | |
| CIVICA FOUNDATION | |||||||
| 2912 W EXECUTIVE PKWY SUITE 325 | LEHI | UT | 840434622 | PC | TO SUPPORT A NEW INITIATIVE TO MAKE INSULIN AVAILABLE AND AFFORDABLE TO ALL PATIENTS, INCLUDING HIGH-NEEDS POPULATIONS. | $5,000,000 | |
| BILL HILLARY AND CHELSEA CLINTON FOUNDATION | |||||||
| 1633 BROADWAY 5TH FLOOR | NEW YORK | NY | 10019 | PC | TO SUPPORT THE EXECUTION OF UP TO US, A NATIONWIDE NON-PARTISAN INITIATIVE EMPOWERING COLLEGE STUDENTS TO EDUCATE AND ENGAGE THEIR PEERS ON AMERICA'S FISCAL CHALLENGES AND THE IMPACT ON THEIR FUTURE. | $250,000 | |
| COALITION TO TRANSFORM ADVANCED CARE | |||||||
| 900 16TH STREET NW SUITE 400 | WASHINGTON | DC | 20006 | PC | TO DEVELOP AND DISSEMINATE CARE MODELS FOR SERIOUS ILLNESS, AND PREPARE POLICY RECOMMENDATIONS THAT PROMOTE BEST PRACTICES. | $100,000 | |
| COALITION TO TRANSFORM ADVANCED CARE | |||||||
| 900 16TH STREET NW SUITE 400 | WASHINGTON | DC | 20006 | PC | TO SUPPORT THE NATIONAL SUMMIT ON ADVANCED ILLNESS CARE. | $25,000 | |
| COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET | |||||||
| 1900 M STREET NW SUITE 850 | WASHINGTON | DC | 20036 | PC | TO ADVANCE RESPONSIBLE FISCAL POLICY AND BUDGET PROCESS REFORM THROUGH POLICY RESEARCH, OUTREACH, AND PUBLIC ENGAGEMENT. | $2,325,000 | |
| COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET | |||||||
| 1900 M STREET NW SUITE 850 | WASHINGTON | DC | 20036 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,000 | |
| CONCORD COALITION CORP | |||||||
| 1530 WILSON BLVD SUITE 550 | ARLINGTON | VA | 22209 | PC | TO EDUCATE THE PUBLIC ABOUT THE CAUSES AND CONSEQUENCES OF FEDERAL BUDGET DEFICITS AND THE IMPORTANCE OF BUILDING A SECURE FISCAL FOUNDATION FOR ECONOMIC GROWTH. | $750,000 | |
| CONFERENCE BOARD INC | |||||||
| 845 THIRD AVENUE THIRD FLOOR | NEW YORK | NY | 100226600 | SO I | TO SUPPORT THE DISTINGUISHED LEADERSHIP AWARDS DINNER, WHICH RECOGNIZES BUSINESS LEADERS WHO ADVOCATE FOR THE NATION'S LONG-TERM INTERESTS. | $50,000 | |
| COUNCIL FOR ECONOMIC EDUCATION | |||||||
| 122 EAST 42ND ST SUITE 2600 | NEW YORK | NY | 10168 | PC | TO CREATE A HIGH SCHOOL CURRICULUM ON FISCAL AND ECONOMIC PRINCIPLES, INCLUDING LESSONS LEARNED FROM THE COVID-19 PANDEMIC. | $125,967 | |
| COUNCIL FOR ECONOMIC EDUCATION | |||||||
| 122 EAST 42ND ST SUITE 2600 | NEW YORK | NY | 10168 | PC | TO SUPPORT THE VISIONARY AWARDS, WHICH HONORS LEADERS IN THE ECONOMIC AND FINANCIAL EDUCATION FIELD. | $50,000 | |
| ECONOMIC POLICY INSTITUTE | |||||||
| 1225 EYE ST NW SUITE 600 | WASHINGTON | DC | 20005 | PC | TO SUPPORT PUBLIC EDUCATION, ENGAGEMENT AND RESEARCH ON FISCAL POLICY. | $200,000 | |
| ECONOMIC POLICY INSTITUTE | |||||||
| 1225 EYE ST NW SUITE 600 | WASHINGTON | DC | 20005 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,000 | |
| FISCAL CHALLENGE INC | |||||||
| 115 TUCKERS POND DR | CHAPEL HILL | NC | 275164390 | SO I | TO SUPPORT AND SCALE A COMPETITION FOR COLLEGE STUDENTS TO DEVELOP BUDGET PLANS THAT STABILIZE FEDERAL DEBT AS A SHARE OF THE ECONOMY OVER THE LONG TERM. | $45,326 | |
| GRANTMAKERS IN AGING INC | |||||||
| C/O CLIFTONLARSONALLEN LLP 901 | ARLINGTON | VA | 22203 | PC | TO PROVIDE RESOURCES TO HEALTHCARE FOUNDATIONS ACROSS THE U.S. ON HOW TO IMPROVE THE QUALITY AND LOWER THE COST OF CARE FOR HIGH-NEED PATIENTS. | $4,000 | NORTH GLEBE RD SUITE 200 |
| HARVARD UNIVERSITY | |||||||
| 1033 MASSACHUSETTS AVE SUITE 3 | CAMBRIDGE | MA | 02138 | PC | TO IDENTIFY AND ASSESS FACTORS WHICH ENABLE EFFECTIVE IMPLEMENTATION OF INNOVATIONS IN HEALTHCARE. | $70,000 | |
| HEALTH QUALITY PARTNERS INC | |||||||
| 2005 S EASTON ROAD SUITE 208 | DOYLESTOWN | PA | 18901 | PC | TO SUPPORT THE SCALING OF AN ADVANCED PREVENTIVE CARE MODEL FOR CHRONICALLY ILL OLDER ADULTS. | $388,520 | |
| HOWARD UNIVERSITY | |||||||
| 2244 10TH STREET NW SUITE 413 | WASHINGTON | DC | 20001 | 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. | $100,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||
| 55 W 125 STREET SUITE 1302 | NEW YORK | NY | 10027 | PC | TO ACCELERATE THE ADOPTION OF PALLIATIVE CARE STRATEGIES THAT IMPROVE QUALITY AND LOWER THE COST OF CARE FOR PATIENTS WITH SERIOUS ILLNESS. | $45,000 | |
| INDEPENDENT SECTOR | |||||||
| 1602 L STREET NW SUITE 900 | WASHINGTON | DC | 200365682 | PC | TO SUPPORT A CONFERENCE CONVENING NONPROFIT LEADERS TO DISCUSS PUBLIC POLICY CHALLENGES AND OPPORTUNITIES FACING THE NONPROFIT SECTOR. | $25,000 | |
| THE INSTITUTE FOR COLLEGE ACCESS & SUCCESS | |||||||
| 1212 BROADWAY SUITE 1100 | OAKLAND | CA | 94612 | PC | TO DEVELOP RESOURCES FOR THE STUDENT DEBT SMARTER PROGRAM TO PROVIDE YOUNG PEOPLE WITH INFORMATION ABOUT COLLEGE FINANCING. | $12,000 | |
| INSTITUTE FOR HEALTHCARE IMPROVEMENT | |||||||
| 53 STATE STREET 19TH FLOOR | BOSTON | MA | 02109 | PC | TO SUPPORT A NATIONAL EVENT CONVENING HEALTHCARE PROFESSIONALS AND THOUGHT LEADERS TO DISCUSS IMPROVEMENT OF THE U.S. HEALTHCARE SYSTEM. | $25,000 | |
| INSTITUTE FOR WOMEN'S POLICY RESEARCH | |||||||
| 1200 18TH STREET NW SUITE 301 | WASHINGTON | DC | 20036 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,000 | |
| ISSUE ONE | |||||||
| 1401 K STREET NW SUITE 350 | WASHINGTON | DC | 200054574 | PC | TO SUPPORT EDUCATION AND AWARENESS ABOUT BIPARTISAN REFORMS TO THE FEDERAL ELECTION CERTIFICATION PROCESS. | $225,000 | |
| HENRY J KAISER FAMILY FOUNDATION | |||||||
| 185 BERRY STREET SUITE 2000 | SAN FRANCISCO | CA | 94107 | PC | TO SUPPORT AND EXPAND THE PETERSON-KAISER HEALTH SYSTEM TRACKER, A RESOURCE TO MONITOR PERFORMANCE OF THE U.S. HEALTHCARE SYSTEM. | $920,000 | |
| HENRY J KAISER FAMILY FOUNDATION | |||||||
| 185 BERRY STREET SUITE 2000 | SAN FRANCISCO | CA | 94107 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | |||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | PC | TO DEVELOP POLICY RESEARCH PAPERS ON FISCAL ISSUES AND SOLUTIONS. | $30,000 | |
| MERCATUS CENTER INC | |||||||
| 3434 WASHINGTON BLVD | ARLINGTON | VA | 222014540 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $4,800 | |
| MILBANK MEMORIAL FUND | |||||||
| 645 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 10022 | EOF | TO HELP STATES BUILD CAPACITY TO SET AND TRACK GROWTH TARGETS FOR TOTAL HEALTHCARE EXPENDITURES. | $805,000 | |
| NABE FOUNDATION OF THE NATIONAL ASSOCIATION FOR BUSINESS ECONOMICS | |||||||
| 1020 19TH STREET NW SUITE 550 | WASHINGTON | DC | 20036 | SO I | TO SUPPORT THE NABE FOUNDATION'S ANNUAL MEETING, A NATIONAL EVENT CONVENING POLICYMAKERS AND BUSINESS LEADERS TO DISCUSS FISCAL AND ECONOMIC ISSUES. | $20,000 | |
| NABE FOUNDATION OF THE NATIONAL ASSOCIATION FOR BUSINESS ECONOMICS | |||||||
| 1020 19TH STREET NW SUITE 550 | WASHINGTON | DC | 20036 | SO I | TO SUPPORT A NATIONAL EVENT CONVENING POLICYMAKERS AND BUSINESS LEADERS TO DISCUSS FISCAL AND ECONOMIC ISSUES. | $20,000 | |
| NATIONAL ACADEMY OF SOCIAL INSURANCE | |||||||
| 1441 L STREET NW SUITE 530 | WASHINGTON | DC | 20005 | PC | TO SUPPORT AN EVENT HONORING THE PUBLIC SERVICE OF FORMER ECONOMIC AND FISCAL POLICYMAKERS. | $15,000 | |
| NATIONAL ACADEMY OF SOCIAL INSURANCE | |||||||
| 1441 L STREET NW SUITE 530 | WASHINGTON | DC | 20005 | PC | TO SUPPORT A CONFERENCE REGARDING MEDICARE AND SOCIAL SECURITY. | $10,000 | |
| NATIONAL ASSOCIATION OF HEALTH DATA ORGANIZATIONS | |||||||
| 965 E CENTER ST | PROVO | UT | 846063535 | PC | TO SUPPORT THE HEALTH CARE DATA SUMMIT. | $5,000 | |
| NATIONAL BUREAU OF ECONOMIC RESEARCH INC | |||||||
| 1050 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | PC | TO SUPPORT A POST-DOCTORAL FELLOWSHIP PROGRAM ON LONG-TERM FISCAL POLICY. | $227,000 | |
| NATIONAL TAX ASSOCIATION | |||||||
| 1100 VERMONT AVENUE NW SUITE 650 | WASHINGTON | DC | 20005 | PC | TO SUPPORT THE ANNUAL SPRING SYMPOSIUM. | $20,000 | |
| NATIONAL TAX ASSOCIATION | |||||||
| 1100 VERMONT AVENUE NW SUITE 650 | WASHINGTON | DC | 20005 | PC | TO SUPPORT THE ANNUAL CONFERENCE ON TAXATION. | $10,000 | |
| NET IMPACT | |||||||
| 1333 BROADWAY STREET SUITE 250 | OAKLAND | CA | 94612 | 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. | $2,861,500 | |
| NEW YORK CITY PARTNERSHIP FOUNDATION INC | |||||||
| ONE BATTERY PARK PLAZA | NEW YORK | NY | 10004 | PC | TO SUPPORT THE ECONOMIC RECOVERY OF NEW YORK CITY AND SMALL BUSINESSES AFFECTED BY THE COVID-19 PANDEMIC. | $3,903,000 | |
| NISKANEN CENTER | |||||||
| 820 1ST STREET NE SUITE 675 | WASHINGTON | DC | 20002 | PC | TO EXAMINE THE POLITICAL AND ECONOMIC FACTORS AFFECTING THE NATIONS LONG-TERM FISCAL OUTLOOK. | $67,000 | |
| NISKANEN CENTER | |||||||
| 820 1ST STREET NE SUITE 675 | WASHINGTON | DC | 20002 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,000 | |
| NORTHWESTERN UNIVERSITY | |||||||
| 750 N LAKE SHORE DRIVE | CHICAGO | IL | 606114579 | PC | TO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND. | $300,000 | |
| NORTHWESTERN UNIVERSITY | |||||||
| 750 N LAKE SHORE DRIVE | CHICAGO | IL | 606114579 | PC | TO SUPPORT THE DEVELOPMENT OF A SHARED DECISION MAKING MODEL FOR HIGH-NEED PATIENTS. | $284,000 | |
| NUCLEAR THREAT INITIATIVE INC | |||||||
| 1776 EYE STREET NW SUITE 600 | WASHINGTON | DC | 20006 | PC | TO SUPPORT NTI'S EFFORT TO IMPROVE GLOBAL NUCLEAR SECURITY THROUGH RESEARCH ON NUCLEAR MATERIALS SECURITY AND THE ENGAGEMENT AND DEVELOPMENT OF LEADERSHIP NETWORKS OF NUCLEAR EXPERTS AND POLICYMAKERS WORLDWIDE. | $1,250,000 | |
| NUCLEAR THREAT INITIATIVE INC | |||||||
| 1776 EYE STREET NW SUITE 600 | WASHINGTON | DC | 20006 | PC | TO IMPROVE GLOBAL BIOSECURITY BY ESTABLISHING A NEW INTERNATIONAL ENTITY FOR OVERSIGHT AND COLLABORATION ON SECURITY AND BIOTECHNOLOGY. | $400,000 | |
| THE PANETTA INSTITUTE FOR PUBLIC POLICY | |||||||
| 100 CAMPUS CENTER BLDG 86E CSU | SEASIDE | CA | 93955 | PC | TO SUPPORT THE JEFFERSON-LINCOLN AWARDS. | $15,000 | MONTEREY BAY |
| PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS | |||||||
| 1750 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 200361903 | PC | TO SUPPORT NON-PARTISAN RESEARCH AND ANALYSIS ON GLOBAL AND DOMESTIC FISCAL AND ECONOMIC POLICY. | $2,500,000 | |
| PROTECT DEMOCRACY PROJECT | |||||||
| 2020 PENNSYLVANIA AVENUE NW 163 | WASHINGTON | DC | 200061811 | SO I | TO SUPPORT EDUCATION AND AWARENESS ABOUT BIPARTISAN REFORMS TO THE FEDERAL ELECTION CERTIFICATION PROCESS. | $250,000 | |
| PROGRESSIVE POLICY INSTITUTE | |||||||
| 1156 15TH STREET NW SUITE 400 | WASHINGTON | DC | 20005 | PC | TO SUPPORT POLICY RESEARCH AND OUTREACH RELATING TO FISCAL SUSTAINABILITY. | $175,000 | |
| PROGRESSIVE POLICY INSTITUTE | |||||||
| 1156 15TH STREET NW SUITE 400 | WASHINGTON | DC | 20005 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,000 | |
| RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK | |||||||
| 230 WEST 41ST STREET 7TH FLOOR | NEW YORK | NY | 100367207 | SO I | TO DEVELOP AND IMPLEMENT A SERIES OF SESSIONS ON THE NEW YORK CITY BUDGET AND FISCAL CHALLENGES WITH THE INCOMING MAYORAL ADMINISTRATION, LED BY THE INSTITUTE FOR STATE AND LOCAL GOVERNANCE. | $120,000 | |
| RESOURCES FOR THE FUTURE INC | |||||||
| 1616 P ST NW SUITE 600 | WASHINGTON | DC | 20036 | PC | TO SUPPORT RESEARCH ON CARBON TAX POLICY. | $15,000 | |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVENUE BOX 164 | NEW YORK | NY | 100656307 | SO I | TO SUPPORT THE CELEBRATING SCIENCE BENEFIT. | $25,000 | |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | SO I | TO PRODUCE AND DISSEMINATE NON-PARTISAN ANALYSES BY LEADING ECONOMISTS ON TIMELY FISCAL AND ECONOMIC ISSUES. | $70,000 | |
| UNIVERSITY OF CHICAGO | |||||||
| 6054 S DREXEL AVE SUITE 300 | CHICAGO | IL | 60637 | PC | TO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND. | $750,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3500 SOUTH FIGUEROA STREET SUITE | LOS ANGELES | CA | 900898001 | PC | TO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND. | $750,000 | 102 |
| UNIVERSITY OF WASHINGTON | |||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98195 | GOV | TO CREATE THE FIRST NATIONWIDE DATASET OF U.S. HEALTHCARE EXPENDITURES AND VALUE AT THE COUNTY LEVEL. | $360,000 | |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | PC | TO SUPPORT TAX POLICY CENTER'S FEDERAL TAX MODEL AND RESEARCH AND ANALYSIS OF FISCAL POLICY DEVELOPMENTS. | $300,000 | |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | PC | TO SUPPORT KIDS' SHARE, A PROJECT MEASURING SPENDING ON CHILDREN IN THE FEDERAL BUDGET. | $90,000 | |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | PC | TO DEVELOP AND ANALYZE FISCAL MEASUREMENTS TO IMPROVE THE UNDERSTANDING OF AMERICA'S FISCAL OUTLOOK. | $50,000 | |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $5,000 | |
| THE VOLCKER ALLIANCE | |||||||
| 39 BROADWAY SUITE 1930 | NEW YORK | NY | 10006 | 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. | $375,000 | |
| THE VOLCKER ALLIANCE | |||||||
| 39 BROADWAY SUITE 1930 | NEW YORK | NY | 10006 | PC | TO PRODUCE AN ANNUAL BUDGET SCORECARD TO PROMOTE FISCAL TRANSPARENCY AND INTEGRITY IN STATE GOVERNMENTS. | $100,000 | |
| WILLIAMS COLLEGE | |||||||
| 24 HOPKINS HALL DRIVE | WILLIAMSTOWN | MA | 01267 | PC | TO SUPPORT THE US 2050 PROJECT, WHICH WILL EXPLORE DEMOGRAPHIC, FISCAL, AND SOCIOECONOMIC TRENDS THAT WILL SHAPE THE U.S. IN THE DECADES AHEAD. | $14,653 | |
| WOMEN'S INSTITUTE FOR SCIENCE EQUITY AND RACE | |||||||
| 9291 LAUREL GROVE ROAD SUITE 92 | MECHANICSVILLE | VA | 23116 | 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 2038 | NEW HAVEN | CT | 06521 | PC | TO SUPPORT THE YALE PROGRAM ON FINANCIAL STABILITY'S DEVELOPMENT OF FISCAL, MONETARY, AND REGULATORY MEASURES TO AID IN THE PREVENTION, MANAGEMENT, AND RESOLUTION OF FINANCIAL CRISES. | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,899,957 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BIPARTISAN POLICY CENTER INC | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | PC | TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. | $35,000 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PC | TO DEVELOP AND SUPPORT THE ALICE RIVLIN POST-DOCTORAL FELLOWSHIP IN FISCAL POLICY. | $172,000 | |
| BROWN UNIVERSITY OF PROVIDENCE | |||||||
| 121 SOUTH MAIN STREET | PROVIDENCE | RI | 02912 | PC | TO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND. | $250,000 | |
| CENTER FOR HEALTH CARE STRATEGIES INC | |||||||
| 200 AMERICAN METRO BLVD STE 119 | HAMILTON | NJ | 08619 | 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. | $169,000 | |
| COALITION TO TRANSFORM ADVANCED CARE | |||||||
| 900 16TH STREET NW SUITE 400 | WASHINGTON | DC | 20006 | PC | TO DEVELOP AND DISSEMINATE CARE MODELS FOR SERIOUS ILLNESS, AND PREPARE POLICY RECOMMENDATIONS THAT PROMOTE BEST PRACTICES. | $175,000 | |
| FISCAL CHALLENGE INC | |||||||
| 115 TUCKERS POND DRIVE | CHAPEL HILL | NC | 275164390 | SO I | TO SUPPORT AND SCALE A COMPETITION FOR COLLEGE STUDENTS TO DEVELOP BUDGET PLANS THAT STABILIZE FEDERAL DEBT AS A SHARE OF THE ECONOMY OVER THE LONG TERM. | $43,000 | |
| HARVARD UNIVERSITY | |||||||
| 1033 MASSACHUSETTS AVE SUITE 3 | CAMBRIDGE | MA | 02138 | PC | TO DEVELOP AND DISSEMINATE A TOOLKIT TO SUPPORT EFFECTIVE IMPLEMENTATION OF INNOVATIONS IN HEALTHCARE. | $75,000 | |
| ISSUE ONE | |||||||
| 1401 K STREET NW SUITE 350 | WASHINGTON | DC | 200054574 | PC | TO SUPPORT EDUCATION AND AWARENESS ABOUT BIPARTISAN REFORMS TO THE FEDERAL ELECTION CERTIFICATION PROCESS. | $25,000 | |
| NET IMPACT | |||||||
| 1333 BROADWAY STREET SUITE 250 | OAKLAND | CA | 94612 | 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. | $1,114,000 | |
| NEW YORK CITY PARTNERSHIP FOUNDATION INC | |||||||
| ONE BATTERY PARK PLAZA | NEW YORK | NY | 10004 | PC | TO SUPPORT THE ECONOMIC RECOVERY OF NEW YORK CITY AND SMALL BUSINESSES AFFECTED BY THE COVID-19 PANDEMIC. | $219,000 | |
| RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK | |||||||
| 230 WEST 41ST STREET 7TH FLOOR | NEW YORK | NY | 100367207 | SO I | TO DEVELOP AND IMPLEMENT A SERIES OF SESSIONS ON THE NEW YORK CITY BUDGET AND FISCAL CHALLENGES WITH THE INCOMING MAYORAL ADMINISTRATION, LED BY THE INSTITUTE FOR STATE AND LOCAL GOVERNANCE. | $87,000 | |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | SO I | TO PRODUCE AND DISSEMINATE NON-PARTISAN ANALYSES BY LEADING ECONOMISTS ON TIMELY FISCAL AND ECONOMIC ISSUES. | $97,000 | |
| UNIVERSITY OF CHICAGO | |||||||
| 6054 S DREXEL AVE SUITE 300 | CHICAGO | IL | 60637 | PC | TO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND. | $250,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3500 SOUTH FIGUEROA STREET SUITE | LOS ANGELES | CA | 900898001 | PC | TO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND. | $250,000 | 102 |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | PC | TO SUPPORT KIDS' SHARE, A PROJECT MEASURING SPENDING ON CHILDREN IN THE FEDERAL BUDGET. | $10,000 | |
| THE VOLCKER ALLIANCE | |||||||
| 39 BROADWAY SUITE 1930 | NEW YORK | NY | 10006 | 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. | $700,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,671,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,898 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,446 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI ACCRUED INTEREST INCOME | Desc |
| Related Or Exempt Function Incm | $218,435 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $62,344 | ExclusionAmt |
| Related Or Exempt Function Incm | $218,435 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $280,779 | 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 | 11A | 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 | $4,487,952 | 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, 2022, $4,005,596 WAS DRAWN AGAINST THE CREDIT AGREEMENT AND INTEREST OF $482,356 WAS ACCRUED. AS OF MARCH 31, 2022, $4,487,952 WAS DRAWN AGAINST THE CREDIT AGREEMENT INCLUDING INTEREST. SEE STATEMENT 22 FOR FURTHER DETAILS. | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIVICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | SOCIAL WELFARE ORG | OrganizationTypeDesc |
| Relationship Description | A DIRECTOR OF CIVICA, INC. WAS APPOINTED BY THE PETER G. PETERSON FOUNDATION. | RelationshipDescriptionTxt |
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 | $50,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUDIT & ACCOUNTING FEES | $96,750 | $0 | $0 | $87,000 |
| PROFESSIONAL TAX FEES | $113,205 | $0 | $0 | $14,780 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIVICA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2912 W EXECUTIVE PKWY | AddressLine1Txt |
| City | LEHI | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-09-04 | GrantDt |
| Grant | $1,000,000 | GrantAmt |
| Purpose Of Grant | 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. | PurposeOfGrantTxt |
| Expended By Grantee | $1,000,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | GRANTEE REPORTS DATED 4/10/2020, 6/12/2020, 12/14/2021 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| SUMMARY OF DIRECT CHARITABLE ACTIVITIES | FORM 990-PF, PART VIII-A | FOUNDATION ACTIVITIESTHE PETER G. PETERSON FOUNDATION'S MISSION IS TO INCREASE PUBLIC AWARENESS OF THE NATURE AND URGENCY OF THE KEY FISCAL CHALLENGES THREATENING AMERICA'S FUTURE AND TO ACCELERATE ACTION ON THEM. TO ADDRESS THESE CHALLENGES SUCCESSFULLY, WE WORK TO BRING AMERICANS TOGETHER TO FIND AND IMPLEMENT SENSIBLE, LONG-TERM SOLUTIONS THAT TRANSCEND AGE, PARTY LINES, AND IDEOLOGICAL DIVIDES IN ORDER TO ACHIEVE REAL RESULTS. WE ADVANCE OUR MISSION THROUGH GRANT-MAKING, EDUCATION AND AWARENESS INITIATIVES, AND POLICY RESEARCH AND ANALYSIS.IN 2014, THE FOUNDATION ESTABLISHED THE PETERSON CENTER ON HEALTHCARE, AN ORGANIZATION DEDICATED TO MAKING HIGHER QUALITY, MORE AFFORDABLE HEALTHCARE A REALITY FOR ALL AMERICANS. AS A DIVISION OF THE FOUNDATION, THE CENTER IS WORKING TO TRANSFORM U.S. HEALTHCARE INTO A HIGH-PERFORMANCE SYSTEM BY FINDING INNOVATIVE SOLUTIONS THAT IMPROVE QUALITY AND LOWER COSTS, AND ACCELERATING THEIR ADOPTION ON A NATIONAL SCALE. THE CENTER COLLABORATES WITH STAKEHOLDERS ACROSS THE HEALTHCARE SYSTEM AND ENGAGES IN GRANT-MAKING, PARTNERSHIPS, AND RESEARCH. |
| 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.ORG2B: FORM AND CONTENT OF APPLICATIONS:A BRIEF DESCRIPTION OF THE PROPOSED PROJECT VIA EMAIL, OR THE "INQUIRIES" LINK ON THE FOUNDATION'S WEBSITE. 2C: ANY SUBMISSION DEADLINES:INQUIRIES ARE ACCEPTED AT ANY TIME DURING THE YEAR.2D: RESTRICTIONS OR LIMITATIONS ON AWARDS:PETER G. PETERSON FOUNDATION GENERAL GRANT ELIGIBILITY GUIDELINES/ REQUIREMENTS:THE PETER G. PETERSON FOUNDATION:-CONSIDERS GRANT REQUESTS DIRECTLY RELATED TO THE FOUNDATION'S MISSION AND PRIORITIES-GENERALLY AWARDS GRANTS TO U.S. BASED 501(C)(3) NONPROFIT ORGANIZATIONS-PREFERS TO SUPPORT ORGANIZATIONS THAT HAVE BEEN IN EXISTENCE FOR AT LEAST TWO YEARS, WITH ANNUAL OPERATING BUDGETS OF AT LEAST $1 MILLION-SEEKS TO PARTNER WITH ORGANIZATIONS THAT HAVE THE ABILITY TO IMPLEMENT PROGRAMMING FOR NATIONAL IMPACTTHE PETER G. PETERSON FOUNDATION DOES NOT PARTICIPATE IN ACTIVITIES WHICH ARE PROHIBITED FOR PRIVATE FOUNDATIONS AND DOES NOT SUPPORT INSTITUTIONS THAT DISCRIMINATE ON THE BASIS OF, AMONG OTHER THINGS, RACE, RELIGION, GENDER, NATIONAL ORIGIN, AGE, DISABILITY OR SEXUAL ORIENTATION, IN POLICY OR IN PRACTICE. IN ADDITION THE PETER G. PETERSON FOUNDATION DOES NOT GENERALLY ENGAGE IN CERTAIN OTHER PRACTICES, INCLUDING BUT NOT LIMITED TO:-FUNDING ORGANIZATIONS BASED OUTSIDE OF THE UNITED STATES-GIVING GRANTS TO INDIVIDUALS-FUNDING SOCIAL OR FRATERNAL ORGANIZATIONS-SUPPORTING CAPITAL CAMPAIGNS, AUCTIONS, AND OTHER SIMILAR ACTIVITIES-PROVIDING UNRESTRICTED FUNDING-UNDERWRITING CHAIRS, ENDOWMENTS, OR ACADEMIC SCHOLARSHIPSFOR MORE INFORMATION ON THE FOUNDATION'S GUIDELINES FOR AWARDS, APPLICANTS MAY VISIT OUR WEBSITE: WWW.PGPF.ORG |
| 3A/B | FORM 990-PF, PART XIV | GRANTS/CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT:GRANTEE NAMES WITH * AFTER THE NAME ARE GRANTS MADE FROM THE PETERSON CENTER ON HEALTHCARE LLC, WHICH IS A WHOLLY OWNED SUBSIDIARY OF THE PETER G. PETERSON FOUNDATION |
| FORM 990-PF, PART VIII-B - EXPENDITURE RESPONSIBILITY | PRI RECIPIENTCIVICA, INC.2912 W. EXECUTIVE PKWYLEHI, UTAH 84043DATES AMOUNTS10/23/2019 $2,535,211.2703/31/2020 $1,470,384.50ACCRUED INTEREST THROUGH 03/31/2022 $482,356.00PURPOSEPROGRAM RELATED INVESTMENT, LINE OF CREDIT - TO SUPPORT PROGRAMS, INITIATIVES AND ACTIVITIES CARRIED OUT THROUGH MEMBER HOSPITALS AND HEALTH SYSTEMS THAT PROVIDE HIGH-NEEDS POPULATIONS WITH TIMELY ACCESS TO ESSENTIAL GENERIC DRUGS AT AFFORDABLE PRICES. HIGH-NEEDS POPULATIONSINCLUDE 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$791,904DATE OF REPORTSAUDITED FINANCIAL STATEMENTS AS OF 12/31/19 DATED 4/20/20, AS OF 12/31/20 DATED 10/29/21 AND AS OF 12/31/21 DATED 5/16/2022.GRANTEE REPORTS DATED 4/10/2020, 6/12/2020, 12/14/2021, 6/10/2022DIVERSION 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.SEE STATEMENT 13 FOR DETAIL ON GRANT EXPENDITURE RESPONSIBILITY TO CIVICA, INC. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EDITAS MEDICINE INC | StockNm |
| EOY Book Value | $419,867 | EOYBookValueAmt |
| EOYFMV | $419,867 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (88 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABRAMS CAPITAL PARTNERS II, LP | FMV | $4,077,103 | $4,077,103 |
| ACE REDPOINT OPPORTUNITY CHINA, LP | FMV | $749,193 | $749,193 |
| ACE REDPOINT VENTURES CHINA II, LP | FMV | $2,505,481 | $2,505,481 |
| ACTIVUM SG FEEDER FUND V LP | FMV | $9,733,860 | $9,733,860 |
| ALLOCATED AND UNALLOCATED GOLD | FMV | $34,349,811 | $34,349,811 |
| ALTAS PARTNERS HOLDINGS (A) LP | FMV | $10,042,804 | $10,042,804 |
| ALTAS PARTNERS HOLDINGS II LP | FMV | $9,170,386 | $9,170,386 |
| AMANSA FEEDER, LTD | FMV | $28,595,241 | $28,595,241 |
| AMERICAN SECURITIES PARTNERS VI, LP | FMV | $6,017,629 | $6,017,629 |
| ANCHORAGE ILLIQUID OPPORTUNITIES OFFSHORE IV, LP | FMV | $61,728 | $61,728 |
| ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED | FMV | $45,070,827 | $45,070,827 |
| ARTEMIS REAL ESTATE PARTNERS FUND II, LP | FMV | $1,286,653 | $1,286,653 |
| AXON PARTNERS (OFFSHORE), LTD (F/K/A TPG) | FMV | $81,523 | $81,523 |
| BAUPOST VALUE PARTNERS, LP - IV | FMV | $17,242,270 | $17,242,270 |
| BROOKSIDE CAYMAN, LIMITED | FMV | $266 | $266 |
| CANTILLON GLOBAL EQUITY LP | FMV | $68,091,952 | $68,091,952 |
| CENTERBRIDGE CREDIT PARTNERS TE, LP | FMV | $619,218 | $619,218 |
| CEPHEI QFII CHINA TOTAL RETURN OFFSHORE FEEDER FUND LTD | FMV | $25,608,217 | $25,608,217 |
| CYRUS OPPORTUNITIES FUND II, LTD | FMV | $10,968,960 | $10,968,960 |
| CYRUS SELECT OPPORTUNITIES FUND, LTD | FMV | $16,005,384 | $16,005,384 |
| CYRUS SELECT OPPORTUNITIES MASTER FUND II, LTD | FMV | $4,885,949 | $4,885,949 |
| DENHAM COMMODITY PARTNERS FUND VI-A LP | FMV | $5,406,840 | $5,406,840 |
| DRAGONEER GLOBAL OFFSHORE FEEDER II, LP | FMV | $11,086,405 | $11,086,405 |
| ECHO STREET GOODCO SELECT II, LP | FMV | $16,367,056 | $16,367,056 |
| ELLIOTT INTERNATIONAL LIMITED | FMV | $53,812,124 | $53,812,124 |
| ENCAP ENERGY CAPITAL FUND VIII-B, LP | FMV | $4,134,001 | $4,134,001 |
| ENCAP ENERGY CAPITAL FUND IX, LP | FMV | $2,539,632 | $2,539,632 |
| ENCAP ENERGY CAPITAL FUND X, LP | FMV | $8,637,153 | $8,637,153 |
| ENCAP ENERGY CAPITAL FUND XI, LP | FMV | $6,202,276 | $6,202,276 |
| ENCAP FLATROCK MIDSTREAM FUND III, LP | FMV | $6,306,888 | $6,306,888 |
| ENCAP FLATROCK MIDSTREAM FUND IV, LP | FMV | $2,882,205 | $2,882,205 |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP | FMV | $60,211,458 | $60,211,458 |
| FELICIS FOCUS FUND I, LP | FMV | $377,596 | $377,596 |
| FELICIS VENTURES VII, LP | FMV | $4,419,527 | $4,419,527 |
| FELICIS VENTURES VIII, LP | FMV | $1,551,462 | $1,551,462 |
| FINEPOINT CAPITAL PARTNERS II, LP | FMV | $709,106 | $709,106 |
| FOLIUM AGRICULTURE FUND I PARALLEL-1 LP | FMV | $11,105,317 | $11,105,317 |
| FOLIUM TIMBER FUND I PARALLEL-1 LP | FMV | $10,396,248 | $10,396,248 |
| FORTRESS CREDIT OPPORTUNITIES FUND (B) LP | FMV | $454,339 | $454,339 |
| FPA APARTMENT OPPORTUNITY FUND V-A, LP | FMV | $320,471 | $320,471 |
| FPA APARTMENT OPPORTUNITY FUND VI-A, LP | FMV | $5,163,607 | $5,163,607 |
| FPA APARTMENT OPPORTUNITY FUND VII-A, LP | FMV | $5,768,915 | $5,768,915 |
| GA RV (CLASS A) CONTINUATION, LP | FMV | $3,072,788 | $3,072,788 |
| GAOLING FEEDER, LTD | FMV | $100,133 | $100,133 |
| GARRISON REAL ESTATE FUND II LP | FMV | $365,242 | $365,242 |
| GARRISON REAL ESTATE FUND III LP | FMV | $838,785 | $838,785 |
| GENERAL ATLANTIC INVESTMENT PARTNERS I, LP | FMV | $4,955,929 | $4,955,929 |
| GOLDMAN SACHS VINTAGE FUND V (OFFSHORE), LP | FMV | $444,133 | $444,133 |
| GOODWATER CAPITAL III, LP | FMV | $7,713,567 | $7,713,567 |
| GOODWATER CAPITAL IV, LP | FMV | $1,362,982 | $1,362,982 |
| GOODWATER INFINITY II, LP | FMV | $1,942,608 | $1,942,608 |
| GSO SPECIAL SITUATIONS OVERSEAS FUND LTD | FMV | $176,956 | $176,956 |
| H CAPITAL V, LP | FMV | $6,797,919 | $6,797,919 |
| HIGHBROOK INCOME PROPERTY FUND, LP | FMV | $648,160 | $648,160 |
| HIGHBROOK INCOME PROPERTY FUND II, LP | FMV | $414,976 | $414,976 |
| HIGHBROOK INCOME PROPERTY FUND III, LP | FMV | $7,849,789 | $7,849,789 |
| ICHIGO JAPAN FUND B | FMV | $33,664,538 | $33,664,538 |
| LCP VII (OFFSHORE), LP | FMV | $892,578 | $892,578 |
| LUMINATE CAPITAL PARTNERS II, LP | FMV | $9,019,375 | $9,019,375 |
| LUMINATE CAPITAL PARTNERS III, LP | FMV | $3,477,061 | $3,477,061 |
| NEXUS SPECIAL SITUATIONS II, LP | FMV | $4,549,703 | $4,549,703 |
| NEXUS SPECIAL SITUATIONS III, LP | FMV | $4,184,952 | $4,184,952 |
| NGP NATURAL RESOURCES X, LP | FMV | $1,354,716 | $1,354,716 |
| NUT TREE DRAWDOWN OFFSHORE FUND, LP | FMV | $3,898,989 | $3,898,989 |
| PROVIDENCE STRATEGIC GROWTH II-A LP | FMV | $9,341,016 | $9,341,016 |
| PROVIDENCE STRATEGIC GROWTH III-A LP | FMV | $9,982,159 | $9,982,159 |
| PROVIDENCE STRATEGIC GROWTH IV LP | FMV | $8,647,120 | $8,647,120 |
| PSG V LP | FMV | $1,250,378 | $1,250,378 |
| REDWOOD DRAWDOWN OFFSHORE FUND II, LP | FMV | $2,930,881 | $2,930,881 |
| RIVA CAPITAL PARTNERS III, LP | FMV | $743,907 | $743,907 |
| ROARK CAPITAL PARTNERS IV LP | FMV | $7,124,840 | $7,124,840 |
| ROARK CAPITAL PARTNERS V (TE) LP | FMV | $8,070,798 | $8,070,798 |
| ROTHWELL VENTURES I, LP | FMV | $8,969,024 | $8,969,024 |
| SDC DIGITAL INFRASTRUCTURE OPPORTUNITY FUND II, LP | FMV | $4,776,392 | $4,776,392 |
| SERENITY INVESTMENT FEEDER FUND LIMITED | FMV | $10,335,188 | $10,335,188 |
| SFC ENERGY PARTNERS II-B, LP | FMV | $132,899 | $132,899 |
| THE CHILDREN'S INVESTMENT FUND | FMV | $32,107,600 | $32,107,600 |
| TRIDENT V, LP | FMV | $2,220,219 | $2,220,219 |
| WARBURG PINCUS CHINA, LP | FMV | $8,727,440 | $8,727,440 |
| WARBURG PINCUS CHINA-SOUTHEAST ASIA II, LP | FMV | $3,380,277 | $3,380,277 |
| WARBURG PINCUS FINANCIAL SECTOR, LP | FMV | $10,798,651 | $10,798,651 |
| WARBURG PINCUS GLOBAL GROWTH, LP | FMV | $9,741,083 | $9,741,083 |
| WARBURG PINCUS GLOBAL GROWTH 14, LP | FMV | $526,331 | $526,331 |
| WARBURG PINCUS PRIVATE EQUITY XII, LP | FMV | $14,117,697 | $14,117,697 |
| WELSH, CARSON, ANDERSON & STOWE XI, LP | FMV | $717,901 | $717,901 |
| WHALE ROCK FLAGSHIP FUND LTD | FMV | $33,214,919 | $33,214,919 |
| WHITE DEER ENERGY LP II | FMV | $4,231,022 | $4,231,022 |
| YIHENG CAPITAL OFFSHORE PARTNERS, LTD | FMV | $16,807,471 | $16,807,471 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $120,567 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $112,200 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SOFTWARE/DIGITAL | $30,993 | $28,161 | $28,161 |
| DIVIDEND/OTHER RECEIVABLE | $1,761 | $29,736 | $29,736 |
| 457(F) PLAN ASSET | $338,121 | $276,525 | $276,525 |
| PROGRAM RELATED INVESTMENT | $4,005,596 | $4,005,596 | $4,005,596 |
| PRI INTEREST RECEIVABLE | $263,920 | $482,356 | $482,356 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MEDIA AND ADVERTISING | $2,030,720 | $0 | $0 | $1,962,829 |
| OTHER PROGRAM EXPENSES | $5,062,260 | $0 | $0 | $4,986,332 |
| OTHER MISCELLANEOUS EXPENSES | $234,281 | $0 | $0 | $232,302 |
| K-1 OTHER PORTFOLIO DEDUCTIONS | $0 | $1,869 | $0 | $0 |
| K-1 INVESTMENT INTEREST EXPENSE | $0 | $612,920 | $0 | $0 |
| K-1 OTHER DEDUCTIONS | $0 | $6,855,448 | $0 | $0 |
| K-1 ROYALTY DEDUCTIONS | $0 | $150,801 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP - ORDINARY TRADE/BUSINESS | -$441,717 | ||
| PARTNERSHIP - ROYALTY INCOME | $667,585 | $0 | |
| PARTNERSHIP - OTHER PORTFOLIO INCOME | $296,802 | $0 | |
| PARTNERSHIP - OTHER INCOME | $567,931 | $0 | |
| PARTNERSHIP - CANCELLATION OF DEBT | $68 | $0 | |
| PARTNERSHIP - DEBT/FINANCED UBTI | -$417,556 | $0 | |
| PRI ACCRUED INTEREST INCOME | $218,435 | $218,435 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR GRANTS RECOVERED | $554,614 |
| UNREALIZED GAIN - INVESTMENTS | $72,394,523 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $2,729,966 | $2,914,122 |
| 457(F) PLAN LIABILITY | $338,121 | $276,525 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMMUNICATIONS | $112,831 | $0 | $0 | $112,831 |
| HUMAN RESOURCES | $476,853 | $0 | $0 | $451,814 |
| INFORMATION TECHNOLOGY | $877,160 | $0 | $0 | $893,244 |
| INVESTMENT MANAGEMENT | $2,306,000 | $2,306,000 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $242,695 | $0 | $0 | $252,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAX EXPENSE | $987,107 | $0 | $0 | $0 |
| PARTNERSHIP - FOREIGN TAXES | $0 | $321,980 | $0 | $0 |
Comments