The Peterson Family Charitable Trust
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.
The Peterson Family Charitable Trust at a glance
In short: The Peterson Family Charitable Trust gave $113K across 9 grants in 2025 (avg $13K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $113,435
- -52.7% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $12,604
- -52.7% vs 2024
- Median grant
- $13,334
- Total assets
- $5,577,671
- +25.3% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Peterson Family Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How The Peterson Family Charitable Trust gives
- Giving grew 67% from 2022 to 2025. Method
- In 2025 it paid out 46% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $68K (2022) to $240K (2024). In 2025 it made 9 grants totaling $113K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 9 individual scholarships Recipients not named | — | $113,435 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,577,671 | $1,301,917 | $178,676 | $113,435 | 9 | $131,629 | $1,248,984 | $288,330 |
| 2024 | $4,453,156 | $1,502,436 | $267,149 | $240,000 | 9 | $253,036 | $1,113,819 | $200,535 |
| 2023 | $3,204,014 | $335,661 | $225,297 | $161,082 | 8 | $172,929 | $323,277 | $169,295 |
| 2022 | $3,090,348 | $3,173,661 | $83,407 | $67,748 | 4 | $75,846 | $1,359,784 | $121,459 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Peterson Family Charitable Trust's only listed officer is Rockland Trust Company, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Rockland Trust Company
Trustee
On filings since 2022
1 hr/week
$15K (2022) → $36K (2025)
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
The highest reported compensation on the 2025 filing was $36K, to Rockland Trust Company (Trustee).
Frequently asked questions about The Peterson Family Charitable Trust
How much does The Peterson Family Charitable Trust give each year?
The Peterson Family Charitable Trust gave $113K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $240K across 9 grants.
What is The Peterson Family Charitable Trust's typical grant size?
The Peterson Family Charitable Trust's median grant in 2025 was $13,334, and its average grant was $12,604, across 9 grants on its 2025 IRS Form 990-PF.
Where does The Peterson Family Charitable Trust give grants?
The Peterson Family Charitable Trust gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does The Peterson Family Charitable Trust give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on The Peterson Family Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship Award" (8 grants).
How large is The Peterson Family Charitable Trust?
The Peterson Family Charitable Trust reported $5.6M in total assets on its 2025 IRS Form 990-PF. It paid out $132K in qualifying distributions that year, against a required minimum of $288K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2025
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