2023-02-14T17:53:23-06:00 2022-03-31 135565207 KPMG LLP 8350 BROAD STREET SUITE 900 MCLEAN VA 22102 990PF 2021-04-01 260316905 PETER G PETERSON FOUNDATION PETE 2125429200 888-C EIGHTH AVENUE BOX 144 NEW YORK NY 10019 MICHAEL SHANKMAN TREASURER 2125429200 2023-02-14 1 MICHAEL SHANKMAN 999009999 MARGARET A BRADSHAW P00501222 7032868000 2023-02-14 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z X 1055700983 X 50000000 45898 45898 16446 8208477 49747944 218435 891548 0 50280779 58893867 0 2279930 0 0 2279930 4631425 0 0 4631425 1979486 0 0 1979545 120567 0 0 112200 209955 0 0 101780 4015539 2306000 0 1710389 987107 321980 0 0 25515 0 0 24495 825 0 0 450 7327261 7621038 0 7181463 21577610 10249018 0 18021677 23678217 29899957 45255827 10249018 0 47921634 5024952 48644849 0 1368927 1625939 1625939 190067414 228824419 228824419 1062084 370211 370211 927150 419867 419867 785461235 819638173 819638173 4640391 4822374 4822374 983527201 1055700983 1055700983 1117198 1416072 20674486 14452745 3068087 3190647 24859771 19059464 X 958667430 1036641519 958667430 1036641519 983527201 1055700983 958667430 5024952 72949137 1036641519 0 1036641519 PARTNERSHIP K-1 SHORT-TERM P 1688015 0 1688015 1688015 PARTNERSHIP K-1 LONG-TERM P 36280857 36280857 36280857 OTHER SECURITIES P 2618384 67148 2551236 2551236 DISPOSITION GAIN PARTNERSHIP INTEREST P 32882719 23667580 9215139 9215139 457(F) CAPITAL LOSS - SHORT-TERM P -612 -612 457(F) CAPITAL GAIN - LONG TERM P 13309 13309 13309 49747944 676163 0 676163 0 676163 987559 0 0 0 987559 0 311396 311396 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NY MI 1 0 0 0 0 1 WWW.PGPF.ORG PETER G PETERSON FOUNDATION 2125429200 888-C EIGHTH AVENUE BOX 144 NEW YORK NY 10019 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 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 443250 51415 0 LORETTA UCELLI 888-C EIGHTH AVENUE BOX 144 NEW YORK NY 10019 EXEC VP, STRATEGY & COMM 40.00 397667 47892 0 SUK YUN WON 888-C EIGHTH AVENUE BOX 144 NEW YORK NY 10019 CHIEF OPERATING OFFICER 40.00 394875 46437 0 SUSAN TANAKA 888-C EIGHTH AVENUE BOX 144 NEW YORK NY 10019 SENIOR POLICY ADVISOR 40.00 292875 24163 0 JEFFREY HOLLAND 888-C EIGHTH AVENUE BOX 144 NEW YORK NY 10019 VP, RESEARCH 40.00 277638 47764 0 LAURA GORDON 888-C EIGHTH AVENUE BOX 144 NEW YORK NY 10019 VP, COMM & PUBLIC AFFAIRS 40.00 263625 13181 0 MYRA SUNG 888-C EIGHTH AVENUE BOX 144 NEW YORK NY 10019 VP, PROGRAMS 40.00 210000 21000 0 RUSS LEVSEN 888-C EIGHTH AVENUE BOX 144 NEW YORK NY 10019 SENIOR DIR, POLICY C 40.00 246051 24605 0 RIKARD TREIBER 888-C EIGHTH AVENUE BOX 144 NEW YORK NY 10019 SENIOR DIR, GRANT OP 40.00 224295 22429 0 ZAHRA ELMEKKAWY 888-C EIGHTH AVENUE BOX 144 NEW YORK NY 10019 DIR, DELIVERY SYSTEM 40.00 210663 17900 0 JEFFREY SELBERG 888-C EIGHTH AVENUE BOX 144 NEW YORK NY 10019 SENIOR ADVISOR 40.00 204800 20480 0 FREDERICA STAHL 888-C EIGHTH AVENUE BOX 144 NEW YORK NY 10019 DIR, HEALTHCARE DATA 40.00 189287 18929 0 33 EAST END ADVISORS LLC 610 FIFTH AVENUE SUITE 506 NEW YORK NY 10020 INVESTMENT MGMT 2306000 MCKINSEY & COMPANY 140 FOUNTAIN PARKWAY N STE 800 ST PETERSBURG FL 33716 RESEARCH 595000 RATIONAL 360 1828 L STREET NW SUITE 640 WASHINGTON DC 20036 COMMUNICATIONS 586979 ADOLESCENT CONTENT LLC 829 SUPERBA AVE VENICE CA 90291 COMMUNICATIONS 576000 BLUEPATH HEALTH INC 80 E SIR FRANCIS DRAKE BLVD SUITE 3C LARKSPUR CA 94939 COMMUNICATIONS 365680 36 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. 26387529 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. 10287281 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. 2874404 0 32993853 200870715 785288363 1019152931 0 0 1019152931 15287294 1003865637 50193282 50193282 676163 43322 719485 49473797 554614 50028411 0 50028411 47921634 0 47921634 50028411 43636177 0 0 47921634 43636177 0 0 4285457 0 0 0 0 0 0 0 0 45742954 0 0 0 JOAN GANZ COONEY PETER G PETERSON FOUNDATION 888-C EIGHTH AVENUE BOX 144 NEW YORK NY 10019 2125429200 INQUIRIES@PGPF.ORG SEE STATEMENT 20 SEE STATEMENT 20 SEE STATEMENT 20 ADVANCING STATES INC 1201 15TH NW SUITE 350 WASHINGTON DC 200052899 SO I TO ASSIST STATES IN SCALING EFFECTIVE HOME AND COMMUNITY-BASED SERVICES. 25000 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. 10000 ASSOCIATION FOR PUBLIC POLICY ANALYSIS AND MANAGEMENT 1225 EYE STREET NW SUITE 1000 WASHINGTON DC 200056347 SO I TO SUPPORT THE FALL RESEARCH CONFERENCE. 11000 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. 500000 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. 125000 BIPARTISAN POLICY CENTER 1225 EYE STREET NW SUITE 1000 WASHINGTON DC 20005 PC TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. 70000 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. 33191 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. 250000 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. 105000 BROOKINGS INSTITUTION 1775 MASSACHUSETTS AVE NW WASHINGTON DC 20036 PC TO DEVELOP AND SUPPORT THE ALICE RIVLIN POST-DOCTORAL FELLOWSHIP IN FISCAL POLICY. 100000 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. 45000 BROOKINGS INSTITUTION 1775 MASSACHUSETTS AVE NW WASHINGTON DC 20036 PC TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. 5000 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. 750000 BROWN UNIVERSITY OF PROVIDENCE 121 SOUTH MAIN STREET PROVIDENCE RI 02912 PC TO SUPPORT A STATEWIDE HEALTHCARE IMPROVEMENT INITIATIVE IN RHODE ISLAND. 195000 BUSINESS EXECUTIVES FOR NATIONAL SECURITY 1030 15TH ST NW SUITE 200 EAST WASHINGTON DC 20005 PC TO SUPPORT THE EISENHOWER AWARD DINNER. 25000 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. 25000 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. 67000 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. 200000 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. 10000 CENTER FOR AMERICAN PROGRESS 1333 H STREET NW 10TH FLOOR WASHINGTON DC 20005 PC TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. 5000 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. 60000 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. 45000 CITIZENS BUDGET COMMISSION INC 240 WEST 35TH STREET SUITE 302 NEW YORK NY 10001 PC TO SUPPORT THE ANNUAL DINNER. 26000 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. 5000000 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. 250000 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. 100000 COALITION TO TRANSFORM ADVANCED CARE 900 16TH STREET NW SUITE 400 WASHINGTON DC 20006 PC TO SUPPORT THE NATIONAL SUMMIT ON ADVANCED ILLNESS CARE. 25000 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. 2325000 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. 5000 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. 750000 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. 50000 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. 125967 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. 50000 ECONOMIC POLICY INSTITUTE 1225 EYE ST NW SUITE 600 WASHINGTON DC 20005 PC TO SUPPORT PUBLIC EDUCATION, ENGAGEMENT AND RESEARCH ON FISCAL POLICY. 200000 ECONOMIC POLICY INSTITUTE 1225 EYE ST NW SUITE 600 WASHINGTON DC 20005 PC TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. 5000 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. 45326 GRANTMAKERS IN AGING INC C/O CLIFTONLARSONALLEN LLP 901 NORTH GLEBE RD SUITE 200 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. 4000 HARVARD UNIVERSITY 1033 MASSACHUSETTS AVE SUITE 3 CAMBRIDGE MA 02138 PC TO IDENTIFY AND ASSESS FACTORS WHICH ENABLE EFFECTIVE IMPLEMENTATION OF INNOVATIONS IN HEALTHCARE. 70000 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. 388520 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. 100000 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. 45000 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. 25000 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. 12000 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. 25000 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. 5000 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. 225000 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. 920000 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. 5000 MANHATTAN INSTITUTE FOR POLICY RESEARCH INC 52 VANDERBILT AVE NEW YORK NY 10017 PC TO DEVELOP POLICY RESEARCH PAPERS ON FISCAL ISSUES AND SOLUTIONS. 30000 MERCATUS CENTER INC 3434 WASHINGTON BLVD ARLINGTON VA 222014540 PC TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. 4800 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. 805000 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. 20000 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. 20000 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. 15000 NATIONAL ACADEMY OF SOCIAL INSURANCE 1441 L STREET NW SUITE 530 WASHINGTON DC 20005 PC TO SUPPORT A CONFERENCE REGARDING MEDICARE AND SOCIAL SECURITY. 10000 NATIONAL ASSOCIATION OF HEALTH DATA ORGANIZATIONS 965 E CENTER ST PROVO UT 846063535 PC TO SUPPORT THE HEALTH CARE DATA SUMMIT. 5000 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. 227000 NATIONAL TAX ASSOCIATION 1100 VERMONT AVENUE NW SUITE 650 WASHINGTON DC 20005 PC TO SUPPORT THE ANNUAL SPRING SYMPOSIUM. 20000 NATIONAL TAX ASSOCIATION 1100 VERMONT AVENUE NW SUITE 650 WASHINGTON DC 20005 PC TO SUPPORT THE ANNUAL CONFERENCE ON TAXATION. 10000 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. 2861500 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. 3903000 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. 67000 NISKANEN CENTER 820 1ST STREET NE SUITE 675 WASHINGTON DC 20002 PC TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. 5000 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. 300000 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. 284000 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. 1250000 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. 400000 THE PANETTA INSTITUTE FOR PUBLIC POLICY 100 CAMPUS CENTER BLDG 86E CSU MONTEREY BAY SEASIDE CA 93955 PC TO SUPPORT THE JEFFERSON-LINCOLN AWARDS. 15000 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. 2500000 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. 250000 PROGRESSIVE POLICY INSTITUTE 1156 15TH STREET NW SUITE 400 WASHINGTON DC 20005 PC TO SUPPORT POLICY RESEARCH AND OUTREACH RELATING TO FISCAL SUSTAINABILITY. 175000 PROGRESSIVE POLICY INSTITUTE 1156 15TH STREET NW SUITE 400 WASHINGTON DC 20005 PC TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. 5000 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. 120000 RESOURCES FOR THE FUTURE INC 1616 P ST NW SUITE 600 WASHINGTON DC 20036 PC TO SUPPORT RESEARCH ON CARBON TAX POLICY. 15000 ROCKEFELLER UNIVERSITY 1230 YORK AVENUE BOX 164 NEW YORK NY 100656307 SO I TO SUPPORT THE CELEBRATING SCIENCE BENEFIT. 25000 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. 70000 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. 750000 UNIVERSITY OF SOUTHERN CALIFORNIA 3500 SOUTH FIGUEROA STREET SUITE 102 LOS ANGELES CA 900898001 PC TO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND. 750000 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. 360000 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. 300000 URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 PC TO SUPPORT KIDS' SHARE, A PROJECT MEASURING SPENDING ON CHILDREN IN THE FEDERAL BUDGET. 90000 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. 50000 URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 PC TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. 5000 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. 375000 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. 100000 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. 14653 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. 50000 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. 200000 29899957 BIPARTISAN POLICY CENTER INC 1225 EYE STREET NW SUITE 1000 WASHINGTON DC 20005 PC TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM. 35000 BROOKINGS INSTITUTION 1775 MASSACHUSETTS AVE NW WASHINGTON DC 20036 PC TO DEVELOP AND SUPPORT THE ALICE RIVLIN POST-DOCTORAL FELLOWSHIP IN FISCAL POLICY. 172000 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. 250000 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. 169000 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. 175000 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. 43000 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. 75000 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. 25000 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. 1114000 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. 219000 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. 87000 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. 97000 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. 250000 UNIVERSITY OF SOUTHERN CALIFORNIA 3500 SOUTH FIGUEROA STREET SUITE 102 LOS ANGELES CA 900898001 PC TO FUND SELECTED PANDEMIC-RELATED RESEARCH PROJECTS THROUGH THE PETER G. PETERSON FOUNDATION PANDEMIC RESPONSE POLICY RESEARCH FUND. 250000 URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 PC TO SUPPORT KIDS' SHARE, A PROJECT MEASURING SPENDING ON CHILDREN IN THE FEDERAL BUDGET. 10000 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. 700000 3671000 14 45898 14 16446 PRI ACCRUED INTEREST INCOME 218435 0 62344 218435 280779 11A 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. 0 0 0 0 0 0 1 0 0 1b(5) 4487952 CIVICA INC 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. 1 CIVICA INC SOCIAL WELFARE ORG A DIRECTOR OF CIVICA, INC. WAS APPOINTED BY THE PETER G. PETERSON FOUNDATION. X X 1 JOAN GANZ COONEY 888-C EIGHTH AVENUE BOX 144 NEW YORK NY 10019 50000000 X AUDIT & ACCOUNTING FEES 96750 0 0 87000 PROFESSIONAL TAX FEES 113205 0 0 14780 CIVICA INC 2912 W EXECUTIVE PKWY LEHI UT 84043 2018-09-04 1000000 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. 1000000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. GRANTEE REPORTS DATED 4/10/2020, 6/12/2020, 12/14/2021 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. 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. 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