2024-12-24T15:01:11-06:00 2024-10-31 990PF 2023-11-01 873004366 THE PETERSON FAMILY CHARITABLE TRUST PETE 8008266101 2036 WASHINGTON STREET HANOVER MA 02339 RITA YEUNG Vice President 8008266101 2024-12-24 false 2023 2024-10-15 13:58:12Z X 5317449 365418 69762 69574 1057246 1959427 1057246 0 10010 1502436 1126820 26002 13001 13001 0 0 0 0 0 0 0 0 1112 0 0 0 0 0 0 0 35 35 27149 13001 0 13036 240000 240000 267149 13001 0 253036 1235287 1113819 0 202107 153773 153773 0 0 0 3001907 4299383 5163676 0 3204014 4453156 5317449 0 X 3204014 4453156 3204014 4453156 3204014 4453156 3204014 1235287 13855 4453156 0 4453156 50. ALPHABET INC-CL A 2022-05-12 2024-01-24 7439 5511 1928 1928 50. ALPHABET INC-CL A 2024-04-05 7619 5546 2073 2073 1666. ANALOG DEVICES INC 2002-01-02 2024-08-09 351533 13453 338080 338080 63. AUTOMATIC DATA PROCESSING 2024-09-06 16989 13307 3682 3682 185. AUTOMATIC DATA PROCESSING 2024-09-06 49888 39501 10387 10387 5. BERKSHIRE HATHAWAY INC-CL B 2022-02-14 2024-01-24 1884 1571 313 313 5. BERKSHIRE HATHAWAY INC-CL B 2022-02-14 2024-03-07 2001 1571 430 430 5. BERKSHIRE HATHAWAY INC-CL B 2022-02-14 2024-04-05 2088 1571 517 517 55. BERKSHIRE HATHAWAY INC-CL B 2024-05-08 22261 18414 3847 3847 6. BLACKROCK INC 2023-12-18 4808 4302 506 506 300. COLGATE-PALMOLIVE CO 2024-01-11 24047 21176 2871 2871 40. COLGATE-PALMOLIVE CO 2024-01-24 3208 3088 120 120 40. COLGATE-PALMOLIVE CO 2022-03-09 2024-03-07 3508 3050 458 458 315. COLGATE-PALMOLIVE CO 2024-09-19 32331 24131 8200 8200 10. COPART INC 2024-01-24 487 317 170 170 40. COPART INC 2024-03-07 2206 1163 1043 1043 10. COPART INC 2022-05-12 2024-04-05 567 264 303 303 10. DANAHER CORP 2022-02-11 2024-01-24 2286 2440 -154 -154 219. DANAHER CORP 2024-03-07 55664 50578 5086 5086 55. DANAHER CORP 2024-03-07 13937 11512 2425 2425 91. DANAHER CORP 2024-03-07 23060 20176 2884 2884 15. EOG RESOURCES INC 2020-11-30 2024-03-07 1778 761 1017 1017 70. EOG RESOURCES INC 2020-11-30 2024-04-05 9521 3551 5970 5970 15. ECOLAB INC 2022-02-11 2023-12-18 2951 2813 138 138 10. ECOLAB INC 2022-02-11 2024-03-07 2247 1876 371 371 20. META PLATFORMS INC-CLASS A 2022-12-06 2023-12-18 6927 2400 4527 4527 10. META PLATFORMS INC-CLASS A 2022-12-06 2024-01-24 3919 1200 2719 2719 10. META PLATFORMS INC-CLASS A 2022-12-06 2024-03-07 5128 1200 3928 3928 183.386 FIDELITY DIVERSIFIED INTL FD 2008-12-17 2024-03-07 8163 3904 4259 4259 60. HOME DEPOT INC 2024-01-11 21358 9215 12143 12143 45. HOME DEPOT INC 2024-01-11 16019 13368 2651 2651 195. HOME DEPOT INC 2024-01-11 69414 55933 13481 13481 20. INTUIT INC 2023-03-09 2024-01-24 12736 8186 4550 4550 4. INTUIT INC 2023-03-09 2024-03-07 2612 1637 975 975 40. JPMORGAN CHASE & CO 2020-11-30 2023-12-18 6636 4804 1832 1832 10. JPMORGAN CHASE & CO 2020-11-30 2024-01-24 1705 1201 504 504 30. JPMORGAN CHASE & CO 2020-11-30 2024-03-07 5620 3603 2017 2017 20. JPMORGAN CHASE & CO 2020-11-30 2024-04-05 3947 2402 1545 1545 5. MASTERCARD INC - A 2016-09-08 2023-12-18 2120 500 1620 1620 5. MASTERCARD INC - A 2016-09-08 2024-01-24 2201 500 1701 1701 75. MERCK & CO. INC. 2024-01-24 8933 6125 2808 2808 20. MICROSOFT CORP 2022-02-11 2024-01-24 8070 6005 2065 2065 20. MICROSOFT CORP 2022-02-14 2024-04-05 8496 5909 2587 2587 49. NEXTERA ENERGY INC 2024-08-09 3807 2605 1202 1202 207.012 PAYDEN EQUITY INCOME-INV 2014-09-19 2024-01-24 3426 2977 449 449 200. PAYDEN EQUITY INCOME-INV 2014-09-19 2024-03-07 3518 2876 642 642 1307.012 PAYDEN EQUITY INCOME-INV 2024-07-09 23539 21027 2512 2512 6392.988 PAYDEN EQUITY INCOME-INV 2024-07-09 115138 105146 9992 9992 10. ROPER TECHNOLOGIES INC 2022-02-11 2024-01-24 5488 4419 1069 1069 10. S&P GLOBAL INC 2022-02-03 2023-12-18 4370 4161 209 209 20. S&P GLOBAL INC 2024-10-01 10283 8799 1484 1484 65. S&P GLOBAL INC 2024-10-01 33421 24475 8946 8946 25. SPDR GOLD SHARES 2022-02-14 2024-03-07 4994 4348 646 646 35. SPDR GOLD SHARES 2022-02-14 2024-04-05 7527 6087 1440 1440 150. SCHLUMBERGER LTD 2024-03-07 2024-04-05 8241 7615 626 626 315. SEMPRA 2024-03-07 22343 23687 -1344 -1344 60.0004 SEMPRA 2024-03-07 4256 4393 -137 -137 254.9996 SEMPRA 2024-03-07 18087 19755 -1668 -1668 67. STARBUCKS CORP 2024-01-11 2024-01-24 6170 6204 -34 -34 126. TJX COMPANIES INC 2024-01-24 11994 7437 4557 4557 40. TORO CO 2022-07-13 2024-01-24 3756 3170 586 586 7. TORO CO 2023-06-27 2024-05-30 545 686 -141 -141 370. TORO CO 2022-07-13 2024-05-30 28804 29320 -516 -516 203. TORO CO 2024-05-30 15803 17801 -1998 -1998 200. BRIGHT ROCK MID CAP GR-INST 2024-01-24 4558 3768 790 790 250. BRIGHT ROCK MID CAP GR-INST 2024-03-07 6168 5940 228 228 10. UNION PACIFIC CORP 2016-02-03 2023-12-18 2421 723 1698 1698 724.518 VANGUARD TAX MGD CAP AP-ADM 1984-01-02 2024-08-12 198924 33593 165331 165331 30. VEEVA SYSTEMS INC-CLASS A 2022-05-05 2024-01-24 6290 5354 936 936 939.102 VANGUARD MID CAP INDEX-ADM 1984-01-02 2024-08-12 283261 69512 213749 213749 398.881 VANGUARD 500 INDEX-ADM 1984-01-02 2024-08-12 196904 38860 158044 158044 100. VERIZON COMMUNICATIONS INC 2022-02-14 2024-01-24 4125 5301 -1176 -1176 10. VISA INC-CLASS A SHARES 2022-02-11 2023-12-18 2585 2278 307 307 20. VISA INC-CLASS A SHARES 2022-02-11 2024-01-24 5439 4556 883 883 5. WEST PHARMACEUTICAL SERVICES 2022-05-05 2024-04-05 1959 1566 393 393 10. ACCENTURE PLC-CL A 2023-03-08 2023-12-18 3417 2644 773 773 15. ACCENTURE PLC-CL A 2023-03-08 2024-01-24 5543 3966 1577 1577 5. LINDE PLC 2018-10-31 2023-12-18 2046 817 1229 1229 10. LINDE PLC 2018-10-31 2024-03-07 4632 1635 2997 2997 105. LINDE PLC 2024-04-25 46298 30915 15383 15383 20. CHUBB LTD 2022-02-14 2024-01-24 4836 4030 806 806 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 CAPITAL GAIN DIVIDENDS P 6199 1057246 15482 0 15482 0 15482 4496 0 0 4496 0 10986 0 0 false false false false false false false true true MA true false true false false true Rockland Trust Company 8008266101 2036 WASHINGTON ST HANOVER MA 02339 false false false false true false false false false false false false false false false true false false false false false false false Rockland Trust Company 2036 Washington Street Hanover MA 02339 Trustee 1 26002 NONE 0 NONE 0 4386123 0 0 4386123 0 0 4386123 65792 4320331 216017 216017 15482 15482 200535 0 200535 0 200535 253036 0 0 0 0 253036 200535 41979 0 0 0 0 0 0 0 253036 41979 0 0 200535 10522 0 0 10522 0 0 0 0 0 0 0 10522 0 0 0 0 10522 Pembroke High School 80 Learning Ln Pembroke MA 02359 7812932357 Application available at Pembroke High School None Recipient must be a member of graduating class of Pembroke High School Silver Lake Regional High School 260 Pembroke St Kingston MA 02364 7815853844 Application available at Silver Lake Regional High School None Recipient must be a member of the graduating class of the Silver Lake Regional High School Sarah Thomas SILVER LAKE REGIONAL HIGH SCHOOL Kingston MA 02364 NONE INDIVIDUAL SCHOLARSHIP AWARDS 20000 Brendan Wilhelmsen SILVER LAKE REGIONAL HIGH SCHOOL Kingston MA 02364 NONE INDIVIDUAL SCHOLARSHIP AWARDS 20000 Dylan Warrell PEMBROKE HIGH SCHOOL Pembroke MA 02359 NONE INDIVIDUAL SCHOLARSHIP AWARDS 20000 Hannah Cibotti PEMBROKE HIGH SCHOOL Pembroke MA 02359 NONE INDIVIDUAL SCHOLARSHIP AWARDS 20000 Alex Risio SILVER LAKE REGIONAL HIGH SCHOOL Kingston MA 02364 NONE INDIVIDUAL SCHOLARSHIP 5000 Matthew Willshire PEMBROKE HIGH SCHOOL Pembroke MA 02359 NONE INDIVIDUAL SCHOLARSHIP 40000 Emma Gerlach PEMBROKE HIGH SCHOOL Pembroke MA 02359 NONE INDIVIDUAL SCHOLARSHIP AWARDS 40000 Kristen Arieta SILVER LAKE REGIONAL HIGH SCHOOL Kingston MA 02364 NONE INDIVIDUAL SCHOLARSHIP 40000 Summer Holmes SILVER LAKE REGIONAL HIGH SCHOOL Kingston MA 02364 NONE INDIVIDUAL SCHOLARSHIP 35000 240000 14 69762 18 1057246 EXCISE TAX REFUND 1 10010 1137018 1137018 false false false false false false false false false false X X 1 Alan C Peterson 125 West Robin Lane Palm Coast FL 32164 365418 X X 1 724.518 Units of Vanguard Tax-Managed Capital Appreciation Fund 939.102 Units of Vanguard Mid-Cap In 1099623 2024-07-17 OTHER NON-ALLOCABLE EXPENSE - 35 0 35 OTHER REVENUE 10010 0 ADJUST BOOK VALUE 13855 FOREIGN TAXES ON QUALIFIED FOR 855 0 0 FOREIGN TAXES ON NONQUALIFIED 257 0 0