Peter G Peterson Foundation

Tax-deductible

New York, NY501(c)(3)Foundations & GrantmakersEIN 26-0316905

501(c)(3) charity; gifts are tax-deductible.
$2.2M paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2025 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $13.3M a year · 37% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
990-PF Pt I · 5 filings
Pay to officers and key staff
$2.2M
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
990-PF Pt VIII
Cash reserves
26 mo
of spending, in cash
Looks good: 25.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $40
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$15.6M
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$65.8M
+47% vs prior year
Spent
$58.8M
Net assets
$1.2B
By yearFY2021–FY2025
Revenue
$65.8M
FY2025▲ +47%
Revenue by fiscal year
FY2021$8.1M
FY2022$50.3M
FY2023$10.2M
FY2024$44.6M
FY2025$65.8M
Expenses
$58.8M
FY2025▲ +17%
Expenses by fiscal year
FY2021$48.5M
FY2022$45.3M
FY2023$42.9M
FY2024$50.2M
FY2025$58.8M
Net assets
$1.2B
FY2025▲ +8%
Net assets by fiscal year
FY2021$958.7M
FY2022$1.0B
FY2023$994.5M
FY2024$1.1B
FY2025$1.2B

From the FY2025 Form 990 (year ending March 2025) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2008.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 51% · $30.1M Operating & administrative 49% · $28.7M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

9 people listed on the 990-PF; $2.2M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director, Pch, Phti
$551,000Pt VII · Sec A
Chief Operating Officer
$470,271Pt VII · Sec A
Vice President, Research
$333,484Pt VII · Sec A
SR VP, Communications & Public Affairs
$308,125Pt VII · Sec A
EVP - Strategy & Communications
$289,894Pt VII · Sec A
Vice President, Programs
$273,567Pt VII · Sec A
Director, Chairman & CEO
$0Pt VII · Sec A
$0Pt VII · Sec A
See Peter G Peterson Foundation executive salaries →

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Programs and updates

A private foundation based in New York, NY.

Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 111 grants · $28.3M · 2024–2024
Election Trust Initiative LLCFY2024$5,000,000
Peter G Peterson Institute for International EconomicsFY2024$3,000,000
Nuclear Threat Initiative INCDC · FY2024$2,250,000
Net ImpactFY2024$1,585,422
Bipartisan Policy Center INCDC · FY2024$820,000
Bipartisan Policy Center INCDC · FY2024$779,000
The Urban InstituteDC · FY2024$640,000
The Concord Coalition CorpVA · FY2024$450,000
The Brookings InstitutionDC · FY2024$450,000
Bipartisan Policy Center INCDC · FY2024$450,000
American Enterprise Institute for Public Policy ResearchFY2024$450,000
Milbank Memorial FundNY · FY2024$417,500
Washington State Health Care AuthorityFY2024$398,700
Progressive Policy InstituteFY2024$350,000
Volcker Alliance INCNY · FY2024$300,000
Third Way InstituteDC · FY2024$295,000
See all 111 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV50
Average grantPart XV$255K
Median grantPart XV$69K
Largest grantPart XV$5.0M
Top cause focusNTEEPublic & Societal Benefit (23%)

By the numbers

The FY2025 990-PF, line by line.

1The main four
Money in
$65.8M
Gifts and grants$60.0M
Investment income$5.3M
Other income$527K
Money out
$58.8M
Grants paid$30.1M
Running costs$28.7M
Owns and owes
$1.2B
net assets
Cash and savings$126.4M
Total assets$1.2B
Liabilities$15.6M
People
9
listed
Paid6
2In more detail
Revenue in detail
Gifts and grants$60.0M
Investment income$5.3M
Other income$527K
Total revenue$65.8M
Assets in detailEnd of year
Cash and savings together$126.4M
Total assets$1.2B
Liabilities$15.6M
Net assets$1.2B
Operations
Fiscal year endsMarch

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $65.8M$58.8M$7.0M$1.2B 990 PDF
FY2024 $44.6M$50.2M−$5.6M$1.1B 990 PDF
FY2023 $10.2M$42.9M−$32.7M$994.5M 990 PDF
FY2022 $50.3M$45.3M$5.0M$1.0B 990 PDF
FY2021 $8.1M$48.5M−$40.4M$958.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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