2025-12-16T10:01:31-06:00 2025-10-31 990PF 2024-11-01 873004366 THE PETERSON FAMILY CHARITABLE TRUST PETE 8008266101 2036 WASHINGTON STREET HANOVER MA 02339 RITA YEUNG Vice President 8008266101 2025-12-11 false 2024 2025-03-06 01:10:19Z X 6514843 34061 114002 113199 1153854 2567023 1153854 0 1301917 1267053 36137 18069 18069 0 0 0 0 0 0 0 0 28979 0 0 0 0 0 0 0 125 125 65241 18069 0 18194 113435 113435 178676 18069 0 131629 1123241 1248984 0 153773 202321 202321 0 0 0 4299383 5375350 6312522 0 4453156 5577671 6514843 0 X 4453156 5577671 4453156 5577671 4453156 5577671 4453156 1123241 1274 5577671 0 5577671 821. AT&T INC 1983-01-02 2024-12-16 18942 8556 10386 10386 10. AIR PRODUCTS & CHEMICALS INC 2024-04-25 2025-01-31 3363 2350 1013 1013 20. ALPHABET INC-CL A 2022-06-10 2025-01-31 4037 2222 1815 1815 166. ALPHABET INC-CL A 2025-09-03 38038 17512 20526 20526 100. ALPHABET INC-CL A 2022-12-06 2025-09-19 25367 9928 15439 15439 50. ALPHABET INC-CL A 2025-10-17 12532 4915 7617 7617 1000. ANALOG DEVICES INC 2002-01-02 2024-12-16 216137 8075 208062 208062 22. ELEVANCE HEALTH INC 2025-10-10 2025-10-17 7666 7799 -133 -133 30. APPLE INC 2025-09-03 7106 4983 2123 2123 30. APPLE INC 2025-09-19 7235 4817 2418 2418 20. APPLE INC 2025-10-17 4959 3204 1755 1755 17. AUTOMATIC DATA PROCESSING 2023-04-21 2024-11-06 5202 3645 1557 1557 15. AUTOMATIC DATA PROCESSING 2023-04-21 2025-05-27 4879 3216 1663 1663 85. AUTOMATIC DATA PROCESSING 2025-06-27 25809 23113 2696 2696 70. AUTOMATIC DATA PROCESSING 2025-06-27 21254 16204 5050 5050 20. BERKSHIRE HATHAWAY INC-CL B 2025-02-26 9961 6811 3150 3150 60. BERKSHIRE HATHAWAY INC-CL B 2025-04-01 31928 26657 5271 5271 145. BERKSHIRE HATHAWAY INC-CL B 2025-04-01 77160 42533 34627 34627 7. BLACKROCK INC 2022-05-12 2024-11-06 7147 4131 3016 3016 5. BLACKROCK INC 2022-05-12 2025-09-03 5466 2951 2515 2515 5. BLACKROCK INC 2025-09-19 5694 3068 2626 2626 600. CAUSEWAY INTL VAL-INST 2025-02-26 12498 10756 1742 1742 400. CAUSEWAY INTL VAL-INST 2025-03-11 8432 6571 1861 1861 400. CAUSEWAY INTL VAL-INST 2025-09-03 9232 6282 2950 2950 300. CAUSEWAY INTL VAL-INST 2022-03-11 2025-09-19 7128 4638 2490 2490 100. CAUSEWAY INTL VAL-INST 2022-03-11 2025-10-17 2434 1546 888 888 1000. CHEMED CORP 1993-05-22 2024-12-16 547005 14428 532577 532577 50. COHEN & STEERS GL REALTY-I 2023-07-17 2025-02-26 2648 2542 106 106 150. COHEN & STEERS GL REALTY-I 2023-07-17 2025-04-25 7790 7625 165 165 30. COLGATE-PALMOLIVE CO 2022-06-10 2025-03-11 2846 2299 547 547 20. COLGATE-PALMOLIVE CO 2022-06-10 2025-04-25 1874 1533 341 341 100. COPART INC 2025-04-25 6074 2641 3433 3433 400. PARAMETRIC EMRG MRKTS-I 2022-02-11 2025-03-11 5752 6104 -352 -352 800. PARAMETRIC EMRG MRKTS-I 2022-02-11 2025-04-25 11672 12208 -536 -536 100. PARAMETRIC EMRG MRKTS-I 2022-02-11 2025-05-27 1529 1526 3 3 400. PARAMETRIC EMRG MRKTS-I 2022-02-11 2025-09-03 6632 6104 528 528 400. PARAMETRIC EMRG MRKTS-I 2025-09-19 6860 6069 791 791 5. ECOLAB INC 2022-02-14 2025-02-26 1328 917 411 411 10. META PLATFORMS INC-CLASS A 2022-12-06 2025-01-31 6929 1200 5729 5729 65. META PLATFORMS INC-CLASS A 2025-06-23 44295 7799 36496 36496 23.535 FIDELITY DIVERSIFIED INTL 2008-12-17 2025-01-31 1043 501 542 542 100. FIDELITY DIVERSIFIED INTL 2008-12-17 2025-02-26 4513 2129 2384 2384 50. FIDELITY DIVERSIFIED INTL 2008-12-17 2025-03-11 2225 1065 1160 1160 200. FIDELITY DIVERSIFIED INTL 2025-04-25 9182 5425 3757 3757 100. FIDELITY DIVERSIFIED INTL 2025-05-27 4902 4409 493 493 100. FIDELITY DIVERSIFIED INTL 2025-10-17 5185 4258 927 927 1400. FIDELITY MSCI HEALTH CARE 2025-10-10 96768 89976 6792 6792 10. HONEYWELL INTERNATIONAL INC 2024-05-30 2024-11-06 2159 2007 152 152 75. HONEYWELL INTERNATIONAL INC 2024-05-30 2024-12-19 17000 15056 1944 1944 30. HONEYWELL INTERNATIONAL INC 2024-05-30 2025-05-27 6787 6022 765 765 40. INTERCONTINENTAL EXCHANGE IN 2024-10-01 2025-02-26 6820 6472 348 348 10. INTERCONTINENTAL EXCHANGE IN 2024-10-01 2025-04-25 1632 1618 14 14 30. INTERCONTINENTAL EXCHANGE IN 2024-10-01 2025-05-27 5361 4854 507 507 10. INTUIT INC 2023-03-09 2025-04-25 6186 4093 2093 2093 30. INTUIT INC 2023-03-09 2025-05-27 22452 12279 10173 10173 50. JPMORGAN CHASE & CO 2020-11-30 2024-11-06 12297 6005 6292 6292 141. JPMORGAN CHASE & CO 2024-11-26 35146 16819 18327 18327 180. JPMORGAN CHASE & CO 2025-01-31 48446 21100 27346 27346 5. JPMORGAN CHASE & CO 2022-07-08 2025-05-27 1325 575 750 750 10. JPMORGAN CHASE & CO 2022-07-08 2025-09-03 2971 1151 1820 1820 10. JPMORGAN CHASE & CO 2025-09-19 3138 1302 1836 1836 66. JPMORGAN CHASE & CO 2025-09-25 20708 15833 4875 4875 124. JPMORGAN CHASE & CO 2025-09-25 38906 23628 15278 15278 5. MASTERCARD INC - A 2016-09-08 2024-11-06 2602 500 2102 2102 5. MASTERCARD INC - A 2016-09-08 2025-01-31 2813 500 2313 2313 5. MASTERCARD INC - A 2016-09-08 2025-05-27 2871 500 2371 2371 20. MICROSOFT CORP 2022-02-14 2025-04-25 7808 5909 1899 1899 50. MICROSOFT CORP 2025-05-27 22978 14457 8521 8521 9. MORGAN STANLEY 2025-09-25 2025-10-17 1444 1428 16 16 70. NEXTERA ENERGY INC 2025-03-11 5171 5502 -331 -331 150. NEXTERA ENERGY INC 2025-10-17 12807 11588 1219 1219 100. NIKE INC -CL B 2022-09-06 2025-09-03 7466 10518 -3052 -3052 80. ORACLE CORP 2025-05-27 2025-09-03 17786 12969 4817 4817 50. ORACLE CORP 2025-05-27 2025-09-19 14963 8106 6857 6857 20. ORACLE CORP 2025-05-27 2025-10-17 6071 3242 2829 2829 50. PEPSICO INC 2008-06-25 2025-02-26 7770 3279 4491 4491 50. PEPSICO INC 2025-09-03 7383 7947 -564 -564 25. PROCTER & GAMBLE CO/THE 2023-10-27 2025-02-26 4302 3692 610 610 175. PROCTER & GAMBLE CO/THE 2025-06-02 29406 29326 80 80 325. PROCTER & GAMBLE CO/THE 2025-06-02 54612 48134 6478 6478 100. PROSHARES S&P 500 DIVIDEND A 2024-07-10 2025-03-11 10239 9545 694 694 10. ROPER TECHNOLOGIES INC 2022-02-11 2025-04-25 5572 4419 1153 1153 400. RUSSELL GLOBAL INFRASTR-S 2023-12-18 2025-02-26 3760 3464 296 296 200. RUSSELL GLOBAL INFRASTR-S 2023-12-18 2025-03-11 1858 1732 126 126 1400. RUSSELL GLOBAL INFRASTR-S 2023-12-18 2025-04-25 13804 12124 1680 1680 30. SPDR GOLD SHARES 2024-11-06 7376 5275 2101 2101 20. SPDR GOLD SHARES 2022-03-11 2025-01-31 5180 3709 1471 1471 50. SPDR GOLD SHARES 2022-03-11 2025-02-26 13350 9273 4077 4077 100. SPDR GOLD SHARES 2022-04-08 2025-04-25 30309 18133 12176 12176 35. SPDR GOLD SHARES 2025-09-03 11517 6177 5340 5340 85. SPDR GOLD SHARES 2025-10-17 33755 14532 19223 19223 100. SCHWAB (CHARLES) CORP 2025-04-01 2025-04-25 8038 7733 305 305 50. SCHWAB (CHARLES) CORP 2025-04-01 2025-05-27 4433 3867 566 566 50. SCHWAB (CHARLES) CORP 2025-04-01 2025-09-03 4768 3867 901 901 370. TECHNOLOGY SELECT SECT SPDR 2025-05-27 85837 86208 -371 -371 200. STARBUCKS CORP 2024-01-11 2024-11-06 19169 18518 651 651 100. STARBUCKS CORP 2024-01-11 2025-01-31 10893 9259 1634 1634 375. STARBUCKS CORP 2024-01-11 2025-02-13 42125 34721 7404 7404 75. STARBUCKS CORP 2024-01-11 2025-02-26 8590 6944 1646 1646 100. TJX COMPANIES INC 2025-04-25 12641 6197 6444 6444 20. TEXAS INSTRUMENTS INC 2022-02-11 2024-11-06 4262 3356 906 906 40. TEXAS INSTRUMENTS INC 2025-02-26 7996 6655 1341 1341 10. THERMO FISHER SCIENTIFIC INC 2017-05-22 2025-01-31 5998 1719 4279 4279 30. THERMO FISHER SCIENTIFIC INC 2025-09-03 14500 8741 5759 5759 40. THERMO FISHER SCIENTIFIC INC 2025-10-17 21364 21492 -128 -128 40. THERMO FISHER SCIENTIFIC INC 2025-10-17 21364 23397 -2033 -2033 100. BRIGHT ROCK MID CAP GR-INST 2022-02-11 2024-11-06 2693 2350 343 343 100. BRIGHT ROCK MID CAP GR-INST 2022-02-11 2025-04-25 2320 2350 -30 -30 20. UNION PACIFIC CORP 2025-01-31 4972 3159 1813 1813 10. UNION PACIFIC CORP 2022-04-08 2025-05-27 2246 2436 -190 -190 15. UNITEDHEALTH GROUP INC 2021-03-05 2025-03-11 7206 5118 2088 2088 30. UNITEDHEALTH GROUP INC 2021-03-05 2025-05-27 8779 10236 -1457 -1457 145. UNITEDHEALTH GROUP INC 2025-07-30 37863 70339 -32476 -32476 175. UNITEDHEALTH GROUP INC 2025-07-30 45696 73071 -27375 -27375 100. VANGUARD S&P MID-CAP 400 VAL 2022-02-14 2024-11-06 10114 8127 1987 1987 40. VEEVA SYSTEMS INC-CLASS A 2022-05-05 2024-11-06 8666 7139 1527 1527 130. VEEVA SYSTEMS INC-CLASS A 2025-01-31 31063 22266 8797 8797 10. VEEVA SYSTEMS INC-CLASS A 2022-12-06 2025-03-11 2353 1655 698 698 30. VEEVA SYSTEMS INC-CLASS A 2025-09-03 8084 5166 2918 2918 200. VERIZON COMMUNICATIONS INC 1984-01-02 2025-02-26 8694 2846 5848 5848 50. VISA INC-CLASS A SHARES 2022-02-11 2024-11-06 15305 11389 3916 3916 30. VISA INC-CLASS A SHARES 2022-02-14 2025-01-31 10498 6776 3722 3722 10. VISA INC-CLASS A SHARES 2022-02-14 2025-03-11 3337 2259 1078 1078 25. WEC ENERGY GROUP INC 2025-02-26 2632 2045 587 587 15. WEC ENERGY GROUP INC 2024-03-07 2025-03-11 1602 1227 375 375 10. WEC ENERGY GROUP INC 2024-03-07 2025-04-25 1074 818 256 256 15. WEST PHARMACEUTICAL SERVICES 2022-05-05 2024-11-06 4929 4699 230 230 20. WEST PHARMACEUTICAL SERVICES 2025-09-03 4861 5997 -1136 -1136 145. WEST PHARMACEUTICAL SERVICES 2025-10-10 37798 34653 3145 3145 205. WEST PHARMACEUTICAL SERVICES 2025-10-10 53439 59213 -5774 -5774 31. ZOETIS INC 2025-10-10 2025-10-17 4426 4387 39 39 10. ACCENTURE PLC-CL A 2023-03-08 2024-11-06 3539 2644 895 895 30. CHUBB LTD 2025-03-11 8701 6095 2606 2606 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 CAPITAL GAIN DIVIDENDS P 29190 1153854 17361 0 17361 0 17361 16000 0 0 16000 0 1361 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 36137 NONE 0 NONE 0 6206930 0 0 6206930 0 0 6206930 93104 6113826 305691 305691 17361 17361 288330 0 288330 0 288330 131629 0 0 0 0 131629 288330 0 0 0 0 0 0 10522 10522 131629 0 0 0 131629 0 10522 10522 0 0 0 0 0 146179 0 0 0 0 0 0 0 0 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 Olivia R Melisi SILVER LAKE REGIONAL HIGH SCHOOL Kingston MA 02364 NONE INDIVIDUAL SCHOLARSHIP AWARD 5924 Dakota O Hebert PEMBROKE HIGH SCHOOL Pembroke MA 02359 NONE INDIVIDUAL SCHOLARSHIP AWARD 13334 Luke Santoro PEMBROKE HIGH SCHOOL Pembroke MA 02359 NONE INDIVIDUAL SCHOLARSHIP AWARD 20000 Daniel Noguer PEMBROKE HIGH SCHOOL Pembroke MA 02359 NONE INDIVIDUAL SCHOLARSHIP AWARD 5000 Thomas B DeAcetis SILVER LAKE REGIONAL HIGH SCHOOL Kingston MA 02364 NONE INDIVIDUAL SCHOLARSHIP AWARD 14077 Jessica M Cibotti PEMBROKE HIGH SCHOOL Pembroke MA 02359 NONE INDIVIDUAL SCHOLARSHIP AWARD 10300 Jordyn O Fay PEMBROKE HIGH SCHOOL Pembroke MA 02359 NONE INDIVIDUAL SCHOLARSHIP AWARD 20000 Maeve M Carey PEMBROKE HIGH SCHOOL Pembroke MA 02359 NONE INDIVIDUAL SCHOLARSHIP AWARDS 4800 Ellery M Roche SILVER LAKE REGIONAL HIGH SCHOOL Kingston MA 02364 NONE INDIVIDUAL SCHOLARSHIP AWARD 20000 113435 14 114002 18 1153854 1267856 1267856 false false false false false false false false false false X X 1 Alan C Peterson 125 West Robin Lane Palm Coast FL 32164 34061 X X 1 211 Shares of Verizon Communications Inc 821 Shares of AT&T Inc 1000 Shares of Analog Devices Inc 10 818810 2024-12-02 OTHER NON-ALLOCABLE EXPENSE - 125 0 125 ADJUST BOOK VALUE 1274 OTHER TAXES (NOT SUBJECT TO $1 27448 0 0 FOREIGN TAXES ON QUALIFIED FOR 1005 0 0 FOREIGN TAXES ON NONQUALIFIED 526 0 0