Peter G Peterson Foundation

NEW YORK, NY EIN: 26-0316905

The Peter G. Peterson Foundation is a private grantmaking foundation based in New York City with over $1 billion in assets. Established in 2008 by Peter G. Peterson (1926–2018), the foundation operates as a nonpartisan organization dedicated to addressing America's long-term fiscal challenges and promoting sustainable economic solutions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1B

+8.4% YoY

Annual Giving

$25.0M

-5.8% YoY

Grant Count

75

+2.7% YoY

Avg Grant Size

$333K

-8.3% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's mission is to increase public awareness of the nature and urgency of key fiscal challenges threatening America's future and to accelerate action on them. The foundation works to bring Americans together to find and implement sensible, long-term solutions that transcend age, party lines, and ideological divides.

Primary focus areas include:

  • Health Care: Healthcare administration and financing, healthcare finance
  • Public Affairs: Democracy, civic participation, public administration, public finance
  • National Security
  • Fiscal Sustainability: Education, awareness, and engagement initiatives to improve Americans' understanding of and participation in supporting fiscal sustainability and economic resiliency
  • Democracy: Strengthening and building trust in democracy, fostering conditions that support constructive policymaking

Grantmaking

The foundation provides grants to fund a variety of projects and organizations that advance its mission, including research organizations, foundations, universities, associations, and other nonprofit entities. Grants support education, engagement, and research projects related to the nation's long-term fiscal outlook, healthcare performance, and functioning democracy.

Grant Range

$100,000

Grant Types

**

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Geographic Focus

Where this funder awards grants

The foundation supports initiatives across multiple U.S. states and cities, with particular focus on:

  • New York
  • Washington, D.C.
  • California
  • Los Angeles
  • Additional states: Arizona, Connecticut, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, North Carolina, Pennsylvania, Rhode Island, Utah, Virginia, Washington

Grant Distribution by State

17states
+9 more states

Cities

ArlingtonBerkeleyBethesdaBostonCambridgeCamdenChapel HillChicagoDoylestownHamiltonLehiLittle RockLos AngelesMechanicsvilleNew HavenNew YorkOaklandOlympiaPalo AltoPhiladelphia

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (2024):

  • Total Assets: $1,095,437,638
  • Total Revenue: $44,626,096
  • Total Expenses: $50,237,445
  • Total Giving: $24,968,422
  • Giving Rate: 2.3% of assets

Historical Trends:

  • 2023: $1.0B assets, $26.5M total giving, 73 grants
  • 2022: $1.1B assets, $29.9M total giving, 88 grants
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$14M$28M$42M$56M2021202220232024
Metric202420232022
Total Assets$1,095,437,638$1,010,138,977$1,055,700,983
Revenue$44,626,096$10,201,057$50,280,779
Expenses$50,237,445$42,851,094$45,255,827
Qualifying Distributions$47,912,584$50,622,552$47,921,634
Net Investment Income$26,253,931$6,001,648$48,644,849
Distributable Amount$52,784,130$50,478,530$50,028,411

Giving Over Time

Total grant dollars and number of grants per year

$0$7M$15M$22M$30M83 grants202188 grants202273 grants202375 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ELECTION TRUST INITIATIV…$5.0MCOMMITTEE FOR A RESPONSI…$2.5MMILBANK MEMORIAL FUND$1.8MHENRY J KAISER FAMILY FO…$1.7MCONCORD COALITION CORP$750KBIPARTISAN POLICY CENTER…$425KNATIONAL ACADEMY OF SCIE…$350KBIPARTISAN POLICY CENTER…$250KBILL HILLARY & CHELSEA C…$250KBIPARTISAN POLICY CENTER…$225K

Grant Size Distribution

200 grants across all recorded years

95<$50K23$50–100K44$100–250K15$250–500K12$500K–1M8$1–5M3$5M+

Open Grants

1 open opportunity from Peter G Peterson Foundation

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Executive Leadership:

  • Michael A. Peterson – Director, Chairman & CEO
  • Brett Loper – Executive Vice President of Policy
  • Loretta Ucelli – Executive Vice President, Strategy & Communications
  • Laura Gordon – Senior Vice President, Communications and Public Affairs
  • Suk Yun Won – Chief Operating Officer
  • Myra Sung – Vice President, Programs
  • Jeffrey Holland – Vice President, Research
  • Prabhjot Singh – Senior Advisor, Strategy
  • Mairin Mancino – Vice President, Policy
  • Caroline Pearson – Executive Director, PCH, PHTI
  • Susan Tanaka – Senior Policy Advisor

Board Members:

  • Joan Ganz Cooney – Director
  • Michael Shankman – Treasurer

The foundation employs approximately 49 staff members.

Compensation Overview

From 2024 IRS filing

CAROLINE PEARSONEXECUTIVE DIRECTOR, PCH, PHTI$495KSUK YUN WONCHIEF OPERATING OFFICER$453KJEFFREY HOLLANDVICE PRESIDENT, RESEARCH$313KLAURA GORDONVP, COMMUNICATIONS & PUBLIC …$296KMYRA SUNGVICE PRESIDENT, PROGRAMS$270KLORETTA UCELLIEVP - STRATEGY & COMMUNICATI…$243K

From 2024 filing

NameTitleHoursCompensation
MICHAEL A PETERSONDIRECTOR, CHAIRMAN & CEO40
JOAN GANZ COONEYDIRECTOR2
MICHAEL SHANKMANTREASURER10
SUK YUN WONCHIEF OPERATING OFFICER40$453,375
LORETTA UCELLIEVP - STRATEGY & COMMUNICATIONS40$243,340
JEFFREY HOLLANDVICE PRESIDENT, RESEARCH40$312,787
LAURA GORDONVP, COMMUNICATIONS & PUBLIC AFFAIRS40$295,667
MYRA SUNGVICE PRESIDENT, PROGRAMS40$269,508
CAROLINE PEARSONEXECUTIVE DIRECTOR, PCH, PHTI40$494,546

Recent News & Activity

Recent developments and announcements

The foundation has announced several significant grants in recent years:

BFI Announces 11 New Research Grants Funded by $1M Peter G. Peterson Foundation

**Becker Friedman Institute**: $1 million grant for pandemic response policy research, funding 11 new research grants

The Becker Friedman Institute Announces $1 Million Grant from the Peter G.

**Howard University and WISER**: $1.9 million grant to support increased diversity in the field of economics

The Becker Friedman Institute Announces $1 Million Grant from the Peter G.
2050

**US 2050 Initiative**: Joint grant announcement with the Ford Foundation

BFI Announces 11 New Research Grants Funded by $1M Peter G. Peterson Foundation
2018

The foundation publishes an annual Impact Report (2018–2025) outlining its nonpartisan work to strengthen the economic and democratic foundations of the United States.

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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