H Annie Peterson Trust Uw Cl 5
H Annie Peterson Trust Uw Cl 5 is a private foundation, based in HANOVER, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $82K in total assets. In 2025, it awarded 2 grants totaling $4K. Net investment income was $7K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$82K
+1.3% YoY
Annual Giving
$4K
-44.7% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$2K
-44.7% YoY
Under IRS private-foundation payout rules, H Annie Peterson Trust Uw Cl 5 reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
About H Annie Peterson Trust Uw Cl 5
Based on IRS filings
H Annie Peterson Trust Uw Cl 5 is a private foundation, based in HANOVER, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $82K in total assets. In 2025, it awarded 2 grants totaling $4K. Net investment income was $7K.
Ready to take the next step with H Annie Peterson Trust Uw Cl 5?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $81,944 | $80,870 | $88,218 |
| Revenue | $7,443 | $2,185 | $8,824 |
| Expenses | $6,392 | $9,550 | $4,481 |
| Qualifying Distributions | $5,377 | $8,652 | $2,290 |
| Net Investment Income | $6,548 | $1,670 | $7,973 |
| Distributable Amount | $4,583 | $4,572 | $4,348 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Needy Marshfield Resident ($2,200), Kiwanis Club Marshfield ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Kiwanis Club Marshfield Marshfield, MA | THANKSGIVING BASKETS FOR | $2,000 |
| NEEDY MARSHFIELD RESIDENT Marshfield, MA | ASSIST MARSHFIELD RESIDENT | $2,200 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Rockland Trust Company | Trustee | 2 | $1,755 |
Frequently Asked Questions
How large is H Annie Peterson Trust Uw Cl 5?
As of 2025, H Annie Peterson Trust Uw Cl 5 holds $82K in total assets with $7K in annual revenue. It awarded 2 grants totaling $4K in 2025.
Where does H Annie Peterson Trust Uw Cl 5 operate?
H Annie Peterson Trust Uw Cl 5 has awarded grants in Massachusetts.
What size grants does H Annie Peterson Trust Uw Cl 5 award?
In 2025, H Annie Peterson Trust Uw Cl 5 awarded 2 grants totaling $4K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is H Annie Peterson Trust Uw Cl 5 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, H Annie Peterson Trust Uw Cl 5 reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is H Annie Peterson Trust Uw Cl 5's EIN?
H Annie Peterson Trust Uw Cl 5's EIN (Employer Identification Number) is 04-6112982. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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