Funder DirectoryPETER G PETERSON FOUNDATION
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Private foundation (trust)EIN 260316905Est. 2008-03

PETER G PETERSON FOUNDATION

NEW YORK, NY 10019

Accepts unsolicited proposals

Total Assets

$1.1B

FY 2023

Annual Giving

$25.0M

FY 2023

Grants Made

75

FY 2023

Avg Grant

$333K

FY 2023

Grant Range

$4K–$5M

Typical

Deadlines

See statement 20

Applications

Programs & Activities

Program 1

$28.0M

Foundation activities - see statement 19 for overview grants and grant-makingthe foundation provides grants to fund a variety of projects and organizations that advance its mission. Grantees include research organizations, foundations, universities, associations, and other not-for-profit entities that engage in activities outlined under grant agreements with the foundation. These grants support a range of education, engagement, research projects and initiatives related to the nation's long-term fiscal outlook, healthcare performance and functioning democracy. A complete listing of our paid grants in fiscal year 2023 can be found in part xiv.

Program 2

$10.7M

Education, awareness, and engagementthe foundation's education, awareness, and engagement initiatives seek to improve americans' understanding of and participation in supporting fiscal sustainability and economic resiliency, healthcare efficiency and an effective democracy for the next generation. The foundation produces information on various policy topics for the general public; connects a range of audiences with non-partisan resources and information; and issues policy research briefs and statements around key milestones. The foundation enables broad discourse regarding its core program areas through its websites and social media.

Program 3

$4.1M

Policy, research and analysisthe foundation produces non-partisan research, analyses, and other data-driven information to help make complex fiscal, healthcare, and economic issues more understandable to the public, the media, policymakers and other stakeholders. The foundation's research and analyses are incorporated into its education, awareness, and engagement activities, and are made accessible through multiple channels, including the foundation's websites, public communications, and social media.

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$44.6M

Total Expenses

$50.2M

Qualifying Distributions

$47.9M

Distributable Amount

$52.8M

Min. Investment Return

$52.9M

Undistributed Income

$50.5M

Payout rate 91%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.91%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

75 grants

Grant sizes from minimum $4K through median $100K to maximum $5M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $29.9M in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

319 grants

COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET
$11.2M
8 grants
NET IMPACT
$10.3M
4 grants
ELECTION TRUST INITIATIVE LLC
$10M
2 grants
NUCLEAR THREAT INITIATIVE INC
$8.9M
8 grants
PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS
$6.4M
3 grants
NEW YORK CITY PARTNERSHIP FOUNDATION INC
$5.4M
2 grants
MILBANK MEMORIAL FUND
$5.3M
4 grants
CIVICA FOUNDATION
$5M
1 grant

Grant Size Distribution

319 grants

<$10K
54
grants
$10–50K
93
grants
$50–250K
103
grants
$250K–1M
44
grants
$1–5M
25
grants
$5M+

Geographic Focus

17 states

District of Columbia
$50.4M
48% of total
California
$17.4M
17% of total
New York
$14.1M
13% of total
Utah
$5.0M
5% of total
Virginia
$3.4M
3% of total
Illinois
$3.3M
3% of total
Massachusetts
$3.0M
3% of total
Rhode Island
$2.8M
3% of total
Washington
$2.5M
2% of total
Connecticut
$600K
1% of total

+7 more states

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PETER G PETERSON FOUNDATION — Grants, Financials & Contact | Grantivo