PETERSON FAMILY CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PETERSON FAMILY CHARITABLE TRUST (EIN 87-3004366)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2025-12-16
- IRS object ID
- 202503509349100605
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-16T10:01:31-06:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | 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 | 2025-12-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,514,843 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $34,061 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $114,002 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,199 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,153,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,567,023 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,153,854 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,301,917 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,267,053 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,137 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,069 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,069 | 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 | $28,979 | 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 | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,241 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,069 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,194 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,435 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,435 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,676 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,069 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $131,629 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,123,241 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,248,984 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $153,773 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $202,321 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $202,321 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $4,299,383 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,375,350 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,312,522 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,453,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,577,671 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,514,843 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,453,156 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,577,671 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,453,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,577,671 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,453,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,577,671 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,453,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,123,241 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,274 | OtherIncreasesAmt |
| Subtotal | $5,577,671 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,577,671 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (266 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 821. AT&T INC | 1983-01-02 | 2024-12-16 | $18,942 | $8,556 | $10,386 | $10,386 | |
| 10. AIR PRODUCTS & CHEMICALS INC | 2024-04-25 | 2025-01-31 | $3,363 | $2,350 | $1,013 | $1,013 | |
| 20. ALPHABET INC-CL A | 2022-06-10 | 2025-01-31 | $4,037 | $2,222 | $1,815 | $1,815 | |
| 166. ALPHABET INC-CL A | 2025-09-03 | $38,038 | $17,512 | $20,526 | $20,526 | ||
| 100. ALPHABET INC-CL A | 2022-12-06 | 2025-09-19 | $25,367 | $9,928 | $15,439 | $15,439 | |
| 50. ALPHABET INC-CL A | 2025-10-17 | $12,532 | $4,915 | $7,617 | $7,617 | ||
| 1000. ANALOG DEVICES INC | 2002-01-02 | 2024-12-16 | $216,137 | $8,075 | $208,062 | $208,062 | |
| 22. ELEVANCE HEALTH INC | 2025-10-10 | 2025-10-17 | $7,666 | $7,799 | -$133 | -$133 | |
| 30. APPLE INC | 2025-09-03 | $7,106 | $4,983 | $2,123 | $2,123 | ||
| 30. APPLE INC | 2025-09-19 | $7,235 | $4,817 | $2,418 | $2,418 | ||
| 20. APPLE INC | 2025-10-17 | $4,959 | $3,204 | $1,755 | $1,755 | ||
| 17. AUTOMATIC DATA PROCESSING | 2023-04-21 | 2024-11-06 | $5,202 | $3,645 | $1,557 | $1,557 | |
| 15. AUTOMATIC DATA PROCESSING | 2023-04-21 | 2025-05-27 | $4,879 | $3,216 | $1,663 | $1,663 | |
| 85. AUTOMATIC DATA PROCESSING | 2025-06-27 | $25,809 | $23,113 | $2,696 | $2,696 | ||
| 70. AUTOMATIC DATA PROCESSING | 2025-06-27 | $21,254 | $16,204 | $5,050 | $5,050 | ||
| 20. BERKSHIRE HATHAWAY INC-CL B | 2025-02-26 | $9,961 | $6,811 | $3,150 | $3,150 | ||
| 60. BERKSHIRE HATHAWAY INC-CL B | 2025-04-01 | $31,928 | $26,657 | $5,271 | $5,271 | ||
| 145. BERKSHIRE HATHAWAY INC-CL B | 2025-04-01 | $77,160 | $42,533 | $34,627 | $34,627 | ||
| 7. BLACKROCK INC | 2022-05-12 | 2024-11-06 | $7,147 | $4,131 | $3,016 | $3,016 | |
| 5. BLACKROCK INC | 2022-05-12 | 2025-09-03 | $5,466 | $2,951 | $2,515 | $2,515 | |
| 5. BLACKROCK INC | 2025-09-19 | $5,694 | $3,068 | $2,626 | $2,626 | ||
| 600. CAUSEWAY INTL VAL-INST | 2025-02-26 | $12,498 | $10,756 | $1,742 | $1,742 | ||
| 400. CAUSEWAY INTL VAL-INST | 2025-03-11 | $8,432 | $6,571 | $1,861 | $1,861 | ||
| 400. CAUSEWAY INTL VAL-INST | 2025-09-03 | $9,232 | $6,282 | $2,950 | $2,950 | ||
| 300. CAUSEWAY INTL VAL-INST | 2022-03-11 | 2025-09-19 | $7,128 | $4,638 | $2,490 | $2,490 | |
| 100. CAUSEWAY INTL VAL-INST | 2022-03-11 | 2025-10-17 | $2,434 | $1,546 | $888 | $888 | |
| 1000. CHEMED CORP | 1993-05-22 | 2024-12-16 | $547,005 | $14,428 | $532,577 | $532,577 | |
| 50. COHEN & STEERS GL REALTY-I | 2023-07-17 | 2025-02-26 | $2,648 | $2,542 | $106 | $106 | |
| 150. COHEN & STEERS GL REALTY-I | 2023-07-17 | 2025-04-25 | $7,790 | $7,625 | $165 | $165 | |
| 30. COLGATE-PALMOLIVE CO | 2022-06-10 | 2025-03-11 | $2,846 | $2,299 | $547 | $547 | |
| 20. COLGATE-PALMOLIVE CO | 2022-06-10 | 2025-04-25 | $1,874 | $1,533 | $341 | $341 | |
| 100. COPART INC | 2025-04-25 | $6,074 | $2,641 | $3,433 | $3,433 | ||
| 400. PARAMETRIC EMRG MRKTS-I | 2022-02-11 | 2025-03-11 | $5,752 | $6,104 | -$352 | -$352 | |
| 800. PARAMETRIC EMRG MRKTS-I | 2022-02-11 | 2025-04-25 | $11,672 | $12,208 | -$536 | -$536 | |
| 100. PARAMETRIC EMRG MRKTS-I | 2022-02-11 | 2025-05-27 | $1,529 | $1,526 | $3 | $3 | |
| 400. PARAMETRIC EMRG MRKTS-I | 2022-02-11 | 2025-09-03 | $6,632 | $6,104 | $528 | $528 | |
| 400. PARAMETRIC EMRG MRKTS-I | 2025-09-19 | $6,860 | $6,069 | $791 | $791 | ||
| 5. ECOLAB INC | 2022-02-14 | 2025-02-26 | $1,328 | $917 | $411 | $411 | |
| 10. META PLATFORMS INC-CLASS A | 2022-12-06 | 2025-01-31 | $6,929 | $1,200 | $5,729 | $5,729 | |
| 65. META PLATFORMS INC-CLASS A | 2025-06-23 | $44,295 | $7,799 | $36,496 | $36,496 | ||
| 23.535 FIDELITY DIVERSIFIED INTL | 2008-12-17 | 2025-01-31 | $1,043 | $501 | $542 | $542 | |
| 100. FIDELITY DIVERSIFIED INTL | 2008-12-17 | 2025-02-26 | $4,513 | $2,129 | $2,384 | $2,384 | |
| 50. FIDELITY DIVERSIFIED INTL | 2008-12-17 | 2025-03-11 | $2,225 | $1,065 | $1,160 | $1,160 | |
| 200. FIDELITY DIVERSIFIED INTL | 2025-04-25 | $9,182 | $5,425 | $3,757 | $3,757 | ||
| 100. FIDELITY DIVERSIFIED INTL | 2025-05-27 | $4,902 | $4,409 | $493 | $493 | ||
| 100. FIDELITY DIVERSIFIED INTL | 2025-10-17 | $5,185 | $4,258 | $927 | $927 | ||
| 1400. FIDELITY MSCI HEALTH CARE | 2025-10-10 | $96,768 | $89,976 | $6,792 | $6,792 | ||
| 10. HONEYWELL INTERNATIONAL INC | 2024-05-30 | 2024-11-06 | $2,159 | $2,007 | $152 | $152 | |
| 75. HONEYWELL INTERNATIONAL INC | 2024-05-30 | 2024-12-19 | $17,000 | $15,056 | $1,944 | $1,944 | |
| 30. HONEYWELL INTERNATIONAL INC | 2024-05-30 | 2025-05-27 | $6,787 | $6,022 | $765 | $765 | |
| 40. INTERCONTINENTAL EXCHANGE IN | 2024-10-01 | 2025-02-26 | $6,820 | $6,472 | $348 | $348 | |
| 10. INTERCONTINENTAL EXCHANGE IN | 2024-10-01 | 2025-04-25 | $1,632 | $1,618 | $14 | $14 | |
| 30. INTERCONTINENTAL EXCHANGE IN | 2024-10-01 | 2025-05-27 | $5,361 | $4,854 | $507 | $507 | |
| 10. INTUIT INC | 2023-03-09 | 2025-04-25 | $6,186 | $4,093 | $2,093 | $2,093 | |
| 30. INTUIT INC | 2023-03-09 | 2025-05-27 | $22,452 | $12,279 | $10,173 | $10,173 | |
| 50. JPMORGAN CHASE & CO | 2020-11-30 | 2024-11-06 | $12,297 | $6,005 | $6,292 | $6,292 | |
| 141. JPMORGAN CHASE & CO | 2024-11-26 | $35,146 | $16,819 | $18,327 | $18,327 | ||
| 180. JPMORGAN CHASE & CO | 2025-01-31 | $48,446 | $21,100 | $27,346 | $27,346 | ||
| 5. JPMORGAN CHASE & CO | 2022-07-08 | 2025-05-27 | $1,325 | $575 | $750 | $750 | |
| 10. JPMORGAN CHASE & CO | 2022-07-08 | 2025-09-03 | $2,971 | $1,151 | $1,820 | $1,820 | |
| 10. JPMORGAN CHASE & CO | 2025-09-19 | $3,138 | $1,302 | $1,836 | $1,836 | ||
| 66. JPMORGAN CHASE & CO | 2025-09-25 | $20,708 | $15,833 | $4,875 | $4,875 | ||
| 124. JPMORGAN CHASE & CO | 2025-09-25 | $38,906 | $23,628 | $15,278 | $15,278 | ||
| 5. MASTERCARD INC - A | 2016-09-08 | 2024-11-06 | $2,602 | $500 | $2,102 | $2,102 | |
| 5. MASTERCARD INC - A | 2016-09-08 | 2025-01-31 | $2,813 | $500 | $2,313 | $2,313 | |
| 5. MASTERCARD INC - A | 2016-09-08 | 2025-05-27 | $2,871 | $500 | $2,371 | $2,371 | |
| 20. MICROSOFT CORP | 2022-02-14 | 2025-04-25 | $7,808 | $5,909 | $1,899 | $1,899 | |
| 50. MICROSOFT CORP | 2025-05-27 | $22,978 | $14,457 | $8,521 | $8,521 | ||
| 9. MORGAN STANLEY | 2025-09-25 | 2025-10-17 | $1,444 | $1,428 | $16 | $16 | |
| 70. NEXTERA ENERGY INC | 2025-03-11 | $5,171 | $5,502 | -$331 | -$331 | ||
| 150. NEXTERA ENERGY INC | 2025-10-17 | $12,807 | $11,588 | $1,219 | $1,219 | ||
| 100. NIKE INC -CL B | 2022-09-06 | 2025-09-03 | $7,466 | $10,518 | -$3,052 | -$3,052 | |
| 80. ORACLE CORP | 2025-05-27 | 2025-09-03 | $17,786 | $12,969 | $4,817 | $4,817 | |
| 50. ORACLE CORP | 2025-05-27 | 2025-09-19 | $14,963 | $8,106 | $6,857 | $6,857 | |
| 20. ORACLE CORP | 2025-05-27 | 2025-10-17 | $6,071 | $3,242 | $2,829 | $2,829 | |
| 50. PEPSICO INC | 2008-06-25 | 2025-02-26 | $7,770 | $3,279 | $4,491 | $4,491 | |
| 50. PEPSICO INC | 2025-09-03 | $7,383 | $7,947 | -$564 | -$564 | ||
| 25. PROCTER & GAMBLE CO/THE | 2023-10-27 | 2025-02-26 | $4,302 | $3,692 | $610 | $610 | |
| 175. PROCTER & GAMBLE CO/THE | 2025-06-02 | $29,406 | $29,326 | $80 | $80 | ||
| 325. PROCTER & GAMBLE CO/THE | 2025-06-02 | $54,612 | $48,134 | $6,478 | $6,478 | ||
| 100. PROSHARES S&P 500 DIVIDEND A | 2024-07-10 | 2025-03-11 | $10,239 | $9,545 | $694 | $694 | |
| 10. ROPER TECHNOLOGIES INC | 2022-02-11 | 2025-04-25 | $5,572 | $4,419 | $1,153 | $1,153 | |
| 400. RUSSELL GLOBAL INFRASTR-S | 2023-12-18 | 2025-02-26 | $3,760 | $3,464 | $296 | $296 | |
| 200. RUSSELL GLOBAL INFRASTR-S | 2023-12-18 | 2025-03-11 | $1,858 | $1,732 | $126 | $126 | |
| 1400. RUSSELL GLOBAL INFRASTR-S | 2023-12-18 | 2025-04-25 | $13,804 | $12,124 | $1,680 | $1,680 | |
| 30. SPDR GOLD SHARES | 2024-11-06 | $7,376 | $5,275 | $2,101 | $2,101 | ||
| 20. SPDR GOLD SHARES | 2022-03-11 | 2025-01-31 | $5,180 | $3,709 | $1,471 | $1,471 | |
| 50. SPDR GOLD SHARES | 2022-03-11 | 2025-02-26 | $13,350 | $9,273 | $4,077 | $4,077 | |
| 100. SPDR GOLD SHARES | 2022-04-08 | 2025-04-25 | $30,309 | $18,133 | $12,176 | $12,176 | |
| 35. SPDR GOLD SHARES | 2025-09-03 | $11,517 | $6,177 | $5,340 | $5,340 | ||
| 85. SPDR GOLD SHARES | 2025-10-17 | $33,755 | $14,532 | $19,223 | $19,223 | ||
| 100. SCHWAB (CHARLES) CORP | 2025-04-01 | 2025-04-25 | $8,038 | $7,733 | $305 | $305 | |
| 50. SCHWAB (CHARLES) CORP | 2025-04-01 | 2025-05-27 | $4,433 | $3,867 | $566 | $566 | |
| 50. SCHWAB (CHARLES) CORP | 2025-04-01 | 2025-09-03 | $4,768 | $3,867 | $901 | $901 | |
| 370. TECHNOLOGY SELECT SECT SPDR | 2025-05-27 | $85,837 | $86,208 | -$371 | -$371 | ||
| 200. STARBUCKS CORP | 2024-01-11 | 2024-11-06 | $19,169 | $18,518 | $651 | $651 | |
| 100. STARBUCKS CORP | 2024-01-11 | 2025-01-31 | $10,893 | $9,259 | $1,634 | $1,634 | |
| 375. STARBUCKS CORP | 2024-01-11 | 2025-02-13 | $42,125 | $34,721 | $7,404 | $7,404 | |
| 75. STARBUCKS CORP | 2024-01-11 | 2025-02-26 | $8,590 | $6,944 | $1,646 | $1,646 | |
| 100. TJX COMPANIES INC | 2025-04-25 | $12,641 | $6,197 | $6,444 | $6,444 | ||
| 20. TEXAS INSTRUMENTS INC | 2022-02-11 | 2024-11-06 | $4,262 | $3,356 | $906 | $906 | |
| 40. TEXAS INSTRUMENTS INC | 2025-02-26 | $7,996 | $6,655 | $1,341 | $1,341 | ||
| 10. THERMO FISHER SCIENTIFIC INC | 2017-05-22 | 2025-01-31 | $5,998 | $1,719 | $4,279 | $4,279 | |
| 30. THERMO FISHER SCIENTIFIC INC | 2025-09-03 | $14,500 | $8,741 | $5,759 | $5,759 | ||
| 40. THERMO FISHER SCIENTIFIC INC | 2025-10-17 | $21,364 | $21,492 | -$128 | -$128 | ||
| 40. THERMO FISHER SCIENTIFIC INC | 2025-10-17 | $21,364 | $23,397 | -$2,033 | -$2,033 | ||
| 100. BRIGHT ROCK MID CAP GR-INST | 2022-02-11 | 2024-11-06 | $2,693 | $2,350 | $343 | $343 | |
| 100. BRIGHT ROCK MID CAP GR-INST | 2022-02-11 | 2025-04-25 | $2,320 | $2,350 | -$30 | -$30 | |
| 20. UNION PACIFIC CORP | 2025-01-31 | $4,972 | $3,159 | $1,813 | $1,813 | ||
| 10. UNION PACIFIC CORP | 2022-04-08 | 2025-05-27 | $2,246 | $2,436 | -$190 | -$190 | |
| 15. UNITEDHEALTH GROUP INC | 2021-03-05 | 2025-03-11 | $7,206 | $5,118 | $2,088 | $2,088 | |
| 30. UNITEDHEALTH GROUP INC | 2021-03-05 | 2025-05-27 | $8,779 | $10,236 | -$1,457 | -$1,457 | |
| 145. UNITEDHEALTH GROUP INC | 2025-07-30 | $37,863 | $70,339 | -$32,476 | -$32,476 | ||
| 175. UNITEDHEALTH GROUP INC | 2025-07-30 | $45,696 | $73,071 | -$27,375 | -$27,375 | ||
| 100. VANGUARD S&P MID-CAP 400 VAL | 2022-02-14 | 2024-11-06 | $10,114 | $8,127 | $1,987 | $1,987 | |
| 40. VEEVA SYSTEMS INC-CLASS A | 2022-05-05 | 2024-11-06 | $8,666 | $7,139 | $1,527 | $1,527 | |
| 130. VEEVA SYSTEMS INC-CLASS A | 2025-01-31 | $31,063 | $22,266 | $8,797 | $8,797 | ||
| 10. VEEVA SYSTEMS INC-CLASS A | 2022-12-06 | 2025-03-11 | $2,353 | $1,655 | $698 | $698 | |
| 30. VEEVA SYSTEMS INC-CLASS A | 2025-09-03 | $8,084 | $5,166 | $2,918 | $2,918 | ||
| 200. VERIZON COMMUNICATIONS INC | 1984-01-02 | 2025-02-26 | $8,694 | $2,846 | $5,848 | $5,848 | |
| 50. VISA INC-CLASS A SHARES | 2022-02-11 | 2024-11-06 | $15,305 | $11,389 | $3,916 | $3,916 | |
| 30. VISA INC-CLASS A SHARES | 2022-02-14 | 2025-01-31 | $10,498 | $6,776 | $3,722 | $3,722 | |
| 10. VISA INC-CLASS A SHARES | 2022-02-14 | 2025-03-11 | $3,337 | $2,259 | $1,078 | $1,078 | |
| 25. WEC ENERGY GROUP INC | 2025-02-26 | $2,632 | $2,045 | $587 | $587 | ||
| 15. WEC ENERGY GROUP INC | 2024-03-07 | 2025-03-11 | $1,602 | $1,227 | $375 | $375 | |
| 10. WEC ENERGY GROUP INC | 2024-03-07 | 2025-04-25 | $1,074 | $818 | $256 | $256 | |
| 15. WEST PHARMACEUTICAL SERVICES | 2022-05-05 | 2024-11-06 | $4,929 | $4,699 | $230 | $230 | |
| 20. WEST PHARMACEUTICAL SERVICES | 2025-09-03 | $4,861 | $5,997 | -$1,136 | -$1,136 | ||
| 145. WEST PHARMACEUTICAL SERVICES | 2025-10-10 | $37,798 | $34,653 | $3,145 | $3,145 | ||
| 205. WEST PHARMACEUTICAL SERVICES | 2025-10-10 | $53,439 | $59,213 | -$5,774 | -$5,774 | ||
| 31. ZOETIS INC | 2025-10-10 | 2025-10-17 | $4,426 | $4,387 | $39 | $39 | |
| 10. ACCENTURE PLC-CL A | 2023-03-08 | 2024-11-06 | $3,539 | $2,644 | $895 | $895 | |
| 30. CHUBB LTD | 2025-03-11 | $8,701 | $6,095 | $2,606 | $2,606 | ||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P | |||||
| CAPITAL GAIN DIVIDENDS | $29,190 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,153,854 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,361 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,361 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,361 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,361 | 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 | $36,137 | 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 | $6,206,930 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,206,930 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,206,930 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,104 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,113,826 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $305,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $305,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,361 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,361 | TotalTaxAmt |
| Distributable Before Adj | $288,330 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $288,330 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $288,330 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $131,629 | 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 | $131,629 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $288,330 | 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 | $10,522 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,522 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $131,629 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $131,629 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,522 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,522 | 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 | $146,179 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Olivia R Melisi | |||||||
| SILVER LAKE REGIONAL HIGH SCHOOL | Kingston | MA | 02364 | NONE | INDIVIDUAL | SCHOLARSHIP AWARD | $5,924 |
| Dakota O Hebert | |||||||
| PEMBROKE HIGH SCHOOL | Pembroke | MA | 02359 | NONE | INDIVIDUAL | SCHOLARSHIP AWARD | $13,334 |
| Luke Santoro | |||||||
| PEMBROKE HIGH SCHOOL | Pembroke | MA | 02359 | NONE | INDIVIDUAL | SCHOLARSHIP AWARD | $20,000 |
| Daniel Noguer | |||||||
| PEMBROKE HIGH SCHOOL | Pembroke | MA | 02359 | NONE | INDIVIDUAL | SCHOLARSHIP AWARD | $5,000 |
| Thomas B DeAcetis | |||||||
| SILVER LAKE REGIONAL HIGH SCHOOL | Kingston | MA | 02364 | NONE | INDIVIDUAL | SCHOLARSHIP AWARD | $14,077 |
| Jessica M Cibotti | |||||||
| PEMBROKE HIGH SCHOOL | Pembroke | MA | 02359 | NONE | INDIVIDUAL | SCHOLARSHIP AWARD | $10,300 |
| Jordyn O Fay | |||||||
| PEMBROKE HIGH SCHOOL | Pembroke | MA | 02359 | NONE | INDIVIDUAL | SCHOLARSHIP AWARD | $20,000 |
| Maeve M Carey | |||||||
| PEMBROKE HIGH SCHOOL | Pembroke | MA | 02359 | NONE | INDIVIDUAL | SCHOLARSHIP AWARDS | $4,800 |
| Ellery M Roche | |||||||
| SILVER LAKE REGIONAL HIGH SCHOOL | Kingston | MA | 02364 | NONE | INDIVIDUAL | SCHOLARSHIP AWARD | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,435 | 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 | $114,002 | 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 | $1,153,854 | 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 | $1,267,856 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,267,856 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Alan C Peterson | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 West Robin Lane | AddressLine1Txt |
| City | Palm Coast | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32164 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $34,061 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 211 Shares of Verizon Communications Inc 821 Shares of AT&T Inc 1000 Shares of Analog Devices Inc 10 | NoncashPropertyDesc |
| Fair Market Value | $818,810 | FairMarketValueAmt |
| Received | 2024-12-02 | 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 | $125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST BOOK VALUE | Desc |
| Amt | $1,274 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES (NOT SUBJECT TO $1 | $27,448 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,005 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $526 | $0 | $0 |