PETERSON FAMILY CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PETERSON FAMILY CHARITABLE TRUST (EIN 87-3004366)
- Tax period
- 2021-12-02 to 2022-10-31
- Filed
- 2023-01-17
- IRS object ID
- 202320179349100127
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-17T18:00:26-06:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-02 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873004366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PETERSON FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 8008266101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2036 WASHINGTON STREET | AddressLine1Txt |
| City | HANOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02339 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RITA YEUNG | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8008266101 | PhoneNum |
| Signature | 2023-01-17 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,275,434 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,806,379 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $55,094 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,094 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,312,188 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,732,898 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,312,188 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,173,661 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,367,282 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,995 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,498 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,498 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $64 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,659 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,098 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,748 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,748 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,846 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,090,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,359,784 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $32,868 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,868 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $3,057,480 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,242,566 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $3,090,348 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,275,434 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock EOY | $3,090,348 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,090,348 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,090,348 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $3,090,254 | ExcessRevenueOverExpensesAmt |
| Other Increases | $94 | OtherIncreasesAmt |
| Subtotal | $3,090,348 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,090,348 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 300. ALTRIA GROUP INC | 2022-02-11 | $15,084 | $2,036 | $13,048 | $13,048 | ||
| 52. BROADRIDGE FINANCIAL SOLUTIO | 2022-02-11 | $7,568 | $9,075 | -$1,507 | -$1,507 | 2021-12-08 | |
| 300. BROADRIDGE FINANCIAL SOLUTIO | 2022-07-13 | $43,439 | $43,289 | $150 | $150 | ||
| 245. CERNER CORP | 2022-01-12 | $22,569 | $14,624 | $7,945 | $7,945 | 2018-05-25 | |
| 234. COMCAST CORP-CLASS A | 2022-02-11 | $11,230 | $11,230 | $11,230 | |||
| .3333 CONSTELLATION ENERGY | 2022-02-10 | $15 | $15 | $15 | |||
| 46. CONSTELLATION ENERGY | 2022-02-11 | $2,156 | $2,156 | $2,156 | |||
| 100. EOG RESOURCES INC | 2022-02-11 | $11,465 | $5,073 | $6,392 | $6,392 | 2020-11-30 | |
| 139. EXELON CORP | 2022-02-11 | $5,845 | $5,845 | $5,845 | |||
| 1264. EXXON MOBIL CORP | 2022-02-11 | $100,894 | $100,894 | $100,894 | |||
| 1. FOX CORP - CLASS A | 2022-02-11 | $43 | $43 | $43 | |||
| 2493. INDEPENDENT BANK CORP/MA | 2022-02-11 | $212,278 | $212,278 | $212,278 | |||
| 2500. INDEPENDENT BANK CORP/MA | 2022-03-11 | $210,975 | $159,614 | $51,361 | $51,361 | ||
| 2200. INDEPENDENT BANK CORP/MA | 2022-04-08 | $171,701 | $171,701 | $171,701 | |||
| 2500. INDEPENDENT BANK CORP/MA | 2022-05-12 | $190,246 | $190,246 | $190,246 | |||
| 2500. INDEPENDENT BANK CORP/MA | 2022-06-10 | $198,620 | $198,620 | $198,620 | |||
| 2500. INDEPENDENT BANK CORP/MA | 2022-07-08 | $200,680 | $17,554 | $183,126 | $183,126 | ||
| 300. JPMORGAN ALERIAN MLP INDEX | 2022-02-11 | $6,279 | $2,496 | $3,783 | $3,783 | 2020-03-24 | |
| 26. JOHNSON & JOHNSON | 2022-05-05 | $4,608 | $4,393 | $215 | $215 | 2022-02-11 | |
| 75. JOHNSON & JOHNSON | 2022-05-05 | $13,292 | $6,517 | $6,775 | $6,775 | 2013-05-14 | |
| 189. JOHNSON & JOHNSON | 2022-05-05 | $33,496 | $32,442 | $1,054 | $1,054 | ||
| 69. KRAFT HEINZ CO/THE | 2022-02-11 | $2,386 | $733 | $1,653 | $1,653 | ||
| 15. LUMEN TECHNOLOGIES INC | 2022-02-11 | $150 | $150 | $150 | |||
| 207. MONDELEZ INTERNATIONAL INC-A | 2022-02-11 | $13,805 | $1,357 | $12,448 | $12,448 | ||
| 1. NEWS CORP - CLASS A | 2022-02-11 | $23 | $23 | $23 | |||
| 101. NEXTERA ENERGY INC | 2021-12-08 | $9,103 | $2,995 | $6,108 | $6,108 | 2016-10-06 | |
| 17. NOKIA CORP-SPON ADR | 2022-02-11 | $93 | $93 | $93 | |||
| 5. O'REILLY AUTOMOTIVE INC | 2022-09-06 | $3,545 | $3,702 | -$157 | -$157 | 2022-04-08 | |
| 64. O'REILLY AUTOMOTIVE INC | 2022-09-06 | $45,382 | $15,531 | $29,851 | $29,851 | 2018-02-09 | |
| 36. O'REILLY AUTOMOTIVE INC | 2022-10-21 | $26,480 | $22,505 | $3,975 | $3,975 | ||
| 300. PHILIP MORRIS INTERNATIONAL | 2022-02-11 | $32,161 | $4,640 | $27,521 | $27,521 | ||
| 500. SCHLUMBERGER LTD | 2022-02-03 | $19,367 | $7,604 | $11,763 | $11,763 | 2020-10-21 | |
| 500. SCHLUMBERGER LTD | 2022-02-03 | $19,367 | $7,604 | $11,763 | $11,763 | 2020-10-21 | |
| 250. HEALTH CARE SELECT SECTOR | 2022-05-05 | $32,589 | $33,941 | -$1,352 | -$1,352 | ||
| 235. TECHNOLOGY SELECT SECT SPDR | 2022-02-11 | $37,123 | $15,630 | $21,493 | $21,493 | 2019-02-01 | |
| 61. VODAFONE GROUP PLC-SP ADR | 2022-02-11 | $1,130 | $1,130 | $1,130 | |||
| 45. LINDE PLC | 2021-12-06 | $14,607 | $7,355 | $7,252 | $7,252 | 2018-10-31 | |
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,104 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,312,188 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,901 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,901 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,901 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $564 | EsPenaltyAmt |
| Tax Due | $19,465 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockland Trust Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008266101 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2036 WASHINGTON ST | AddressLine1Txt |
| City | HANOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rockland Trust Company | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2036 Washington Street | AddressLine1Txt |
| City | Hanover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $14,995 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,114,465 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,114,465 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,114,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,717 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,067,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,360 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,360 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,901 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,901 | TotalTaxAmt |
| Distributable Before Adj | $121,459 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $121,459 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $121,459 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,846 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $75,846 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,459 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,846 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,846 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $45,613 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Michael D'Angelo | |||||||
| PEMBROKE HIGH SCHOOL | Pembroke | MA | 02359 | NONE | N/A | SCHOLARSHIP AWARDS | $20,000 |
| Cole Wright | |||||||
| SILVER LAKE REGIONAL HIGH SCHOOL | Kingston | MA | 02364 | NONE | N/A | SCHOLARSHIP AWARDS | $20,000 |
| Riley Hynes | |||||||
| SILVER LAKE REGIONAL HIGH SCHOOL | Kingston | MA | 02364 | NONE | N/A | SCHOLARSHIP AWARDS | $14,415 |
| Charlotte Littlefield | |||||||
| PEMBROKE HIGH SCHOOL | Pembroke | MA | 02359 | NONE | N/A | SCHOLARSHIP AWARDS | $13,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,748 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,094 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,312,188 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,367,282 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,367,282 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Alan C Peterson | |||||||
| 1 | 125 West Robin Lane | Palm Coast | FL | 32164 | $3,342,694 | Yes (X) | Yes (X) |
| Linda Peterson | |||||||
| 2 | 351 Oldham St | Pembroke | MA | 02359 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Various marketable securities | NoncashPropertyDesc |
| Fair Market Value | $2,342,694 | FairMarketValueAmt |
| Received | 2021-12-02 | ReceivedDt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $600 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST BOOK VALUE | Desc |
| Amt | $94 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Alan C Peterson | |||
| 125 West Robin Lane | Palm Coast | FL | 32164 |
| Linda Peterson | |||
| 351 Oldham St | Pembroke | MA | 02359 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES ON QUALIFIED FOR | CategoryTxt |
| Amt | $64 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |