The Peterson Family Charitable Trust is a private foundation focused on Education, based in HANOVER, MA. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $5.6M in total assets. In 2025, it awarded 9 grants totaling $113K. Net investment income was $1.2M.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.6M
+25.3% YoY
Annual Giving
$113K
-52.7% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$13K
-52.7% YoY
Under IRS private-foundation payout rules, The Peterson Family Charitable Trust reported a distributable amount of $288K for 2025 — the minimum it must pay out in qualifying distributions.
About The Peterson Family Charitable Trust
Based on IRS filings
The Peterson Family Charitable Trust is a private foundation focused on Education, based in HANOVER, MA. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $5.6M in total assets. In 2025, it awarded 9 grants totaling $113K. Net investment income was $1.2M.
Focus Areas
Ready to take the next step with The Peterson Family Charitable Trust?
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 | $5,577,671 | $4,453,156 | $3,204,014 |
| Revenue | $1,301,917 | $1,502,436 | $335,661 |
| Expenses | $178,676 | $267,149 | $225,297 |
| Qualifying Distributions | $131,629 | $253,036 | $172,929 |
| Net Investment Income | $1,248,984 | $1,113,819 | $323,277 |
| Distributable Amount | $288,330 | $200,535 | $169,295 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Luke Santoro ($20,000), Jordyn O Fay ($20,000), Ellery M Roche ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Olivia R Melisi Kingston, MA | SCHOLARSHIP AWARD | $5,924 |
| Dakota O Hebert Pembroke, MA | SCHOLARSHIP AWARD | $13,334 |
| Luke Santoro Pembroke, MA | SCHOLARSHIP AWARD | $20,000 |
| Daniel Noguer Pembroke, MA | SCHOLARSHIP AWARD | $5,000 |
| Thomas B DeAcetis Kingston, MA | SCHOLARSHIP AWARD | $14,077 |
| Jessica M Cibotti Pembroke, MA | SCHOLARSHIP AWARD | $10,300 |
| Jordyn O Fay Pembroke, MA | SCHOLARSHIP AWARD | $20,000 |
| Maeve M Carey Pembroke, MA | SCHOLARSHIP AWARDS | $4,800 |
| Ellery M Roche Kingston, MA | SCHOLARSHIP AWARD | $20,000 |
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 | 1 | $36,137 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Peterson Family Charitable Trust?
The Peterson Family Charitable Trust is a private foundation focused on Education, based in HANOVER, MA. It holds $5.6M in total assets as of 2025.
How large is The Peterson Family Charitable Trust?
As of 2025, The Peterson Family Charitable Trust holds $5.6M in total assets with $1.3M in annual revenue. It awarded 9 grants totaling $113K in 2025.
Where does The Peterson Family Charitable Trust operate?
The Peterson Family Charitable Trust has awarded grants in Massachusetts.
What size grants does The Peterson Family Charitable Trust award?
In 2025, The Peterson Family Charitable Trust awarded 9 grants totaling $113K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is The Peterson Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Peterson Family Charitable Trust reported a distributable amount of $288K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Peterson Family Charitable Trust's EIN?
The Peterson Family Charitable Trust's EIN (Employer Identification Number) is 87-3004366. IRS Form 990 filing data is available on this page for 2022–2025.
Explore Open Grants
Browse active grant opportunities in The Peterson Family Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
Fidelity Foundation
BOSTON, MA
Assets
$5.0B
Grants
4,430
Total Given
$156.2M
Boston Foundation Inc
BOSTON, MA
Assets
$1.9B
Grants
2,046
Total Given
$169.9M
Bny Mellon Charitable Gift Fund
BOSTON, MA
Assets
$2.0M
Grants
1,503
Total Given
$720.2M
Analog Devices Foundation
BOSTON, MA
Assets
$35.8M
Grants
1,158
Total Given
$2.0M
Combined Jewish Philanthropies of Greater Boston Inc
BOSTON, MA
Assets
$2.3B
Grants
1,105
Total Given
$322.3M
Barr Foundation
BOSTON, MA
Assets
$1.9B
Grants
903
Total Given
$123.2M
Liberty Mutual Foundation Inc
BOSTON, MA
Assets
$46.1M
Grants
706
Total Given
$50.6M
Cummings Foundation Grants Inc (fka Oneworld Boston Inc)
WOBURN, MA
Assets
$258.2M
Grants
658
Total Given
$38.2M
American Tower Corporation Foundation
BOSTON, MA
Assets
$15.4M
Grants
632
Total Given
$1.7M
The Stephen Phillips Memorial
BOSTON, MA
Assets
$41.6M
Grants
520
Total Given
$5.1M
Berkshire Bank Foundation Inc
PITTSFIELD, MA
Assets
$17.1M
Grants
478
Total Given
$2.0M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Peterson Family Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities