Julia C Peterson Trust Uw Cl 7
Julia C Peterson Trust Uw Cl 7 is a private foundation, based in HANOVER, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $41K in total assets. In 2025, it awarded 1 grants totaling $1K. Net investment income was $3K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$41K
+1.7% YoY
Annual Giving
$1K
-33.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1K
-33.3% YoY
Under IRS private-foundation payout rules, Julia C Peterson Trust Uw Cl 7 reported a distributable amount of $2K for 2025 — the minimum it must pay out in qualifying distributions.
About Julia C Peterson Trust Uw Cl 7
Based on IRS filings
Julia C Peterson Trust Uw Cl 7 is a private foundation, based in HANOVER, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $41K in total assets. In 2025, it awarded 1 grants totaling $1K. Net investment income was $3K.
Ready to take the next step with Julia C Peterson Trust Uw Cl 7?
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 | $41,277 | $40,581 | $42,643 |
| Revenue | $3,375 | $879 | $4,390 |
| Expenses | $2,691 | $2,950 | $4,322 |
| Qualifying Distributions | $1,938 | $2,312 | $2,787 |
| Net Investment Income | $2,728 | $602 | $3,762 |
| Distributable Amount | $2,294 | $2,219 | $2,159 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Kiwanis Club of Marshfield ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| KIWANIS CLUB OF MARSHFIELD Marshfield, MA | THANKSGIVING BASKETS FOR | $1,000 |
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 | $1,276 |
Frequently Asked Questions
How large is Julia C Peterson Trust Uw Cl 7?
As of 2025, Julia C Peterson Trust Uw Cl 7 holds $41K in total assets with $3K in annual revenue. It awarded 1 grants totaling $1K in 2025.
Where does Julia C Peterson Trust Uw Cl 7 operate?
Julia C Peterson Trust Uw Cl 7 has awarded grants in Massachusetts.
What size grants does Julia C Peterson Trust Uw Cl 7 award?
In 2025, Julia C Peterson Trust Uw Cl 7 awarded 1 grants totaling $1K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Julia C Peterson Trust Uw Cl 7 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Julia C Peterson Trust Uw Cl 7 reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Julia C Peterson Trust Uw Cl 7's EIN?
Julia C Peterson Trust Uw Cl 7's EIN (Employer Identification Number) is 04-6127533. IRS Form 990 filing data is available on this page for 2021–2025.
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Browse active grant opportunities in Julia C Peterson Trust Uw Cl 7's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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