Peterson Solutions Fund logo

Peterson Solutions Fund

501(c)(4) organization New York, NY EIN: 88-2743235 Website

Peterson Solutions Fund is based in New York, New York, and supports nonpartisan advocacy and outreach initiatives concerning fiscal sustainability, healthcare performance, and democracy. Its stated aim is to strengthen the United States’ economic and democratic foundations and support a thriving economy over the long term.

Peterson Solutions Fund at a glance

In short: Peterson Solutions Fund gave $3.6M across 10 grants in 2025 (avg $363K), mostly in Virginia. Source: 2025 IRS Form 990.

Annual giving (2025)
$3,627,000
+16.2% vs 2024
Grants made (2025)
10
+66.7% vs 2024
Average grant
$362,700
-30.3% vs 2024
Median grant
$155,000
Total assets
$429,062,010
-3.8% vs 2024
Primary geography
Virginia (57% of itemized 2025 grant dollars)
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated September 2026.

How to apply to Peterson Solutions Fund

Contact

Mailing address: 1159 Second Avenue PO Box 435, New York, NY 10065
Phone: (646) 680-9799
Website: https://petersonsolutionsfund.org

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Peterson Solutions Fund funds

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Concord Coalition Action Fund: $2.0MConcord Coalition Action Fund$2.0MBipartisan Policy Center Action Inc: $550K across 2 grantsBipartisan Policy CenterAction Inc$550K · 2 grantsThe People Foundation: $305KThe People Foundation$305KAmerican Policy Ventures Action Inc: $250KAmerican Policy VenturesAction Inc$250KEmployers Forum of Indiana Inc: $160KEmployers Forum of Indiana Inc$160KRepublican Main Street Partnership: $150KRepublican Main StreetPartnership$150KThe Erisa Industry Committee: $120KThe Erisa Industry Committee$120KPresident and Fellows of Harvard College: $25KPresident and Fellows ofHarvard College$25KThird Way: $17KThird Way$17K

The largest 2025 recipient was Concord Coalition Action Fund ($2.0M). Together the top 9 received $3.6M.

Grant Size Distribution

20 grants across all recorded years

3<$50K$50–100K8$100–250K5$250–500K2$500K–1M2$1–5M$5M+

The most common grant size was in the $100–250K range: 8 grants of 20 (40%).

Geographic Focus

Where this funder awards grants

The 2025 grant dollars went to recipients in Virginia (57%), the District of Columbia (30%), Michigan (8%), Indiana (4%), and Massachusetts (1%). These figures describe the locations of that year’s grant recipients.

Grant Distribution by State

6states

Share of 2025 grant dollars across all 10 itemized grants.

Cities

WashingtonArlingtonCambridgeCarmelGrand RapidsMcLeanRaleigh

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M0 grants2022 4 grants2023 6 grants2024 10 grants2025

From 2023 to 2025, annual grant giving ranged from $1.2M (2023) to $3.6M (2025). In 2025 it made 10 grants totaling $3.6M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Concord Coalition Action Fund Arlington, VATo Advance Fiscal Responsibility and Support Policy Solutions.$2,050,000
Bipartisan Policy Center Action Inc Washington, DCTo Advance Fiscally Responsible Policy Solutions.$400,000
The People Foundation Grand Rapids, MITo Encourage Participation in Primary Elections.$305,000
American Policy Ventures Action Inc Washington, DCTo Strengthen Bipartisan Policymaking in Congress.$250,000
Employers Forum of Indiana Inc Carmel, INTo Support Employer-Led Efforts to Improve Healthcare Affordability.$160,000
Bipartisan Policy Center Action Inc Washington, DCTo advance bipartisan policy solutions to reform federal healthcare programs.$150,000
Republican Main Street Partnership Washington, DCTo develop fiscal policy and communications training programs for congressional staff.$150,000
The Erisa Industry Committee Washington, DCTo Support Healthcare Transparency and Market Reforms.$120,000
President and Fellows of Harvard College Cambridge, MATo support the development of fiscally responsible tax reform proposals.$25,000
Third Way Washington, DCTo Advance Fiscal Responsibility.$17,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$429,062,010$5,132,155$7,586,741$3,627,00010$5,132,155
2024$446,073,280$5,566,042$4,530,033$3,122,0006$5,566,042
2023$432,171,503$886,415$1,816,786$1,195,0004$886,415
2022$408,097,861$408,097,861$48,950——$71,249

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

Mission & Focus Areas

The fund states that it promotes fact-based solutions to improve policymaking, stabilize the nation’s fiscal outlook, achieve better healthcare outcomes at lower cost, and strengthen democracy. Its three focus areas are Fiscal Sustainability and Economic Growth, High-Performance Healthcare, and Effective Democracy. The fund describes its activities as including grantmaking, partnerships, research, advocacy, and outreach at the federal and state levels.

Its 2025 grants show support for varied organizations. For example, Bipartisan Policy Center Action says its mission is to advance bipartisan policy solutions through the legislative process and see them enacted into law; Employers’ Forum of Indiana says it works to improve the value employers and patients receive for healthcare spending; and Third Way says it researches and develops centrist policy ideas. These are the grantees’ stated missions, not the fund’s.

Grantmaking

In 2025, the fund reported 10 grants totaling $3,627,000. Grant amounts ranged from $17,000 to $2,050,000, with a median of $155,000.

The largest reported grants were $2,050,000 to Concord Coalition Action Fund for fiscal responsibility and policy solutions; $400,000 to Bipartisan Policy Center Action for fiscally responsible policy solutions; $305,000 to The People Foundation to encourage participation in primary elections; and $250,000 to American Policy Ventures Action to strengthen bipartisan policymaking in Congress. Other grants included $160,000 to Employers’ Forum of Indiana for employer-led efforts to improve healthcare affordability, $150,000 to Bipartisan Policy Center Action for federal healthcare program reform, and $150,000 to Republican Main Street Partnership for fiscal policy and communications training for congressional staff.

The remaining reported grants were $120,000 to The ERISA Industry Committee for healthcare transparency and market reforms, $25,000 to President and Fellows of Harvard College for fiscally responsible tax reform proposals, and $17,000 to Third Way for fiscal responsibility.

The fund says grant funds are monitored through periodic meetings with grantees, narrative progress reports, and financial reports on grant expenses.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Michael A. Peterson as Chairman & CEO and Brett Loper as Executive Director. It also lists Michael Shankman as Treasurer; Laura Gordon as Senior Vice President, Communications & Public Affairs, PGPF; Loretta Ucelli as Executive Vice President, Strategy & Communications, PGPF; Myra Sung as Vice President, Programs, PGPF; Mairin Mancino as Vice President, Policy, PCH; and Jennifer Heettner as Director, Monitoring & Evaluation, PGPF.

Peterson Solutions Fund is led by Michael A. Peterson, Chairman & CEO since 2025 (on filings since 2022); 6 of 8 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Michael A. Peterson

    Chairman & CEO

    Director & Founding Chairman → Director, Founding Chairman & CEO, 2023

    Director, Founding Chairman & CEO → Chairman & CEO, 2025

    On filings since 2022

    5 hrs/week

    No compensation reported

  • Brett Loper

    Executive Director

    On filings since 2024

    38 hrs/week

    $55K (2024) → $554K (2025)

  • Jennifer Heettner

    Director, Monitoring, Eval & Pgpf

    New on the 2025 filing

    2 hrs/week

    $13K (2025)

  • Laura Gordon

    Senior Vice President, Committee, Public Affairs & Pgpf

    New on the 2025 filing

    5 hrs/week

    $36K (2025)

  • Loretta Ucelli

    Executive Vice President - Strategy, Committee & Pgpf

    New on the 2025 filing

    10 hrs/week

    $76K (2025)

  • Mairin Mancino

    Vice President, Policy & Pch

    New on the 2025 filing

    5 hrs/week

    $27K (2025)

  • Myra Sung

    Vice President, Programs & Pgpf

    New on the 2025 filing

    5 hrs/week

    $35K (2025)

  • Michael Shankman

    Treasurer

    On filings since 2022

    5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Brett Loper — Executive Director: $554KBrett LoperExecutive Director$554KLoretta Ucelli — EVP - Strategy & Comm, PGPF: $76KLoretta UcelliEVP - Strategy & Comm, PGPF$76KLaura Gordon — Sr VP, Comm & Public Affairs, PGPF: $36KLaura GordonSr VP, Comm & Public Affairs…$36KMyra Sung — Vice President, Programs, PGPF: $35KMyra SungVice President, Programs, PGPF$35KMairin Mancino — Vice President, Policy, PCH: $27KMairin MancinoVice President, Policy, PCH$27KJennifer Heettner — Director, Monitoring & Eval, PGPF: $13KJennifer HeettnerDirector, Monitoring & Eval…$13K

The highest reported compensation on the 2025 filing was $554K, to Brett Loper (Executive Director). 6 officers or directors reported compensation on that filing.

Frequently asked questions about Peterson Solutions Fund

How much does Peterson Solutions Fund give each year?

Peterson Solutions Fund gave $3.6M across 10 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $3.1M across 6 grants.

What is Peterson Solutions Fund's typical grant size?

Peterson Solutions Fund's median grant in 2025 was $155,000, and its average grant was $362,700, across 10 grants on its 2025 IRS Form 990.

Where does Peterson Solutions Fund give grants?

Peterson Solutions Fund gives mostly in Virginia: 57% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest states were District of Columbia (30%) and Michigan (8%). The most frequent recipient cities were Washington, DC (6 grants).

Does Peterson Solutions Fund give general operating support?

Not in 2025: none of the 10 grants with a stated purpose on Peterson Solutions Fund's 2025 IRS Form 990 were described as general or operating support.

Who are Peterson Solutions Fund's largest grantees?

Peterson Solutions Fund's largest 2025 grantees include Concord Coalition Action Fund ($2,050,000), Bipartisan Policy Center Action Inc ($550,000 across 2 grants) and The People Foundation ($305,000), according to its 2025 IRS Form 990. Together they received 80% of its itemized 2025 grant dollars.

How large is Peterson Solutions Fund?

Peterson Solutions Fund reported $429.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $5.1M.

What does Peterson Solutions Fund fund?

The fund states that it promotes fact-based solutions to improve policymaking, stabilize the nation’s fiscal outlook, achieve better healthcare outcomes at lower cost, and strengthen democracy. See mission & focus areas ↑

How do I apply for a grant from Peterson Solutions Fund?

Peterson Solutions Fund has no public application process in the sources Grantable reviewed. Check petersonsolutionsfund.org for current guidelines, or contact the foundation directly before submitting a request.

What is Peterson Solutions Fund's EIN?

Peterson Solutions Fund's EIN (Employer Identification Number) is 88-2743235. IRS Form 990 filing data is available on this page for 2022–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

Data update history

(4)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2023 (received by the IRS May 14, 2024)
  2. Updated Form 990 for fiscal year 2024 (received by the IRS May 14, 2025)
  3. Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)
  4. IRS filings on file for fiscal years 2022–2024

Live grants for the work Peterson Solutions Fund funds

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Cite this profile

Grantable. (2026). Peterson Solutions Fund funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/peterson-solutions-fund-morg_15a211e663724f7a94ec941a52a317a5

BibTeX
@misc{grantable_882743235_2026,
  author       = {{Grantable}},
  title        = {{Peterson Solutions Fund funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/peterson-solutions-fund-morg_15a211e663724f7a94ec941a52a317a5},
  note         = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Peterson Solutions Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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