STRATEGY STUDIO / PUBLIC DATA EXPLORER

PETERSON FAMILY CHARITABLE TRUST

Cite this

Plain text PETERSON FAMILY CHARITABLE TRUST. Strategy Studio, nonprofit organization profile, tax years 2021–2024. https://strategystudio.org/org/873004366. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). PETERSON FAMILY CHARITABLE TRUST [Nonprofit organization profile; tax years 2021–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/873004366

MLA “PETERSON FAMILY CHARITABLE TRUST.” Strategy Studio, tax years 2021–2024, https://strategystudio.org/org/873004366. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2021–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $1.3M · expenses $179K · assets $5.6M

EIN
87-3004366
Address
2036 WASHINGTON ST, HANOVER, MA 02339-1617
NTEE code
B82
Subsection
501(c)(3)
Ruling year
2022
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Rockland Trust Company Institution Trustee2021-2024 $36,137$99,628 47

People by year

2024 · 1 person listed · 1 paid, $36K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Rockland Trust Company Institution Trustee1 $36,137-- $36,13747
2023 · 1 person listed · 1 paid, $26K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Rockland Trust Company Institution Trustee1 $26,002-- $26,00247
2022 · 1 person listed · 1 paid, $22K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Rockland Trust Company Institution Trustee1 $22,494-- $22,49447
2021 · 1 person listed · 1 paid, $15K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Rockland Trust Company Institution Trustee1 $14,995-- $14,99547

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 9 grants to organizations · $113K
2023 · 9 grants to organizations · $240K
2022 · 8 grants to organizations · $161K
2021 · 4 grants to organizations · $68K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $34K
#ContributorTypeCity, stateTotalNoncashSource
1 Alan C Peterson Person Palm Coast, FL $34,061$818,810 Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $365K
#ContributorTypeCity, stateTotalNoncashSource
1 Alan C Peterson Person Palm Coast, FL $365,418$1,099,623 Form 990PF Sch. B, 2023 · filing
2021 · 2 contributors · $3.4M
#ContributorTypeCity, stateTotalNoncashSource
1 Alan C Peterson Person Palm Coast, FL $3,342,694$2,342,694 Form 990PF Sch. B, 2021 · filing
2 Linda Peterson Person Pembroke, MA $100,000- Form 990PF Sch. B, 2021 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-10-31 · view filing · original 990 ↗
$1,301,917$178,676 $5,577,671$5,577,671 $34,061- $36,137--
2023 · Form 990PF period ending 2024-10-31 · view filing · original 990 ↗
$1,502,436$267,149 $4,453,156$4,453,156 $365,418- $26,002--
2022 · Form 990PF period ending 2023-10-31 · view filing · original 990 ↗
$335,661$225,297 $3,204,014$3,204,014 -- $22,494--
2021 · Form 990PF period ending 2022-10-31 · view filing · original 990 ↗
$3,173,661$83,407 $3,090,348$3,090,348 $1,806,379- $14,995--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SAAB FAMILY FOUNDATIONMAB82 $1,226,328$1,056,250 TRUSTEE, CHAIR, TREASURER$0 Same NTEE code B82, revenue within 2x, same state
OLIVER KILLAM PRIVATE FOUNDATION TRUSTMAB82 $1,006,052$468,022 TRUSTEE$34,500 Same NTEE code B82, revenue within 2x, same state
CHARLES J CARON FOUNDATIONMAB82 $2,389,778$417,150 Trustees$0 Same NTEE code B82, revenue within 2x, same state
TRUSTEES OF FALL RIVER HIGH SCHOOL ALUMNI SCHOLARSHIPSMAB82 $1,027,742$360,493 CHAIRMAN EMERITUS$25,000 Same NTEE code B82, revenue within 2x, same state
THETA DELTA CHI EDUCATIONAL FOUNDATION INCMAB82 $1,289,020$920,171 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
THE SCHOLARSHIP FUND OF CONCORD AND CARLISLEMAB82 $1,123,067$536,454 CHAIR$0 Same NTEE code B82, revenue within 2x, same state
CROWN PRINCE FREDERIK FUND INCMAB82 $1,154,906$19,675 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
WINCHESTER SCHOLARSHIP FOUNDATIONMAB82 $1,190,269$654,403 TRUSTEE$0 Same NTEE code B82, revenue within 2x, same state
COUNTRY CLUB EMPLOYEE EDUCATION FUND INCMAB82 $908,766$171,354 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
THE SCHOLARSHIP FOUNDATION OF WAKEFIELD INCMAB82 $1,963,725$1,007,855 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
SOMEONE ELSES CHILDMAB82 $1,524,144$2,006,300 Employee$171,923 Same NTEE code B82, revenue within 2x, same state
MV VISION FELLOWSHIP FUNDMAB82 $1,210,258$982,704 EXECUTIVE DIRECTOR$128,116 Same NTEE code B82, revenue within 2x, same state
ATTLEBORO SCHOLARSHIP FOUNDATIONMAB82 $1,019,632$764,559 EXECUTIVE DI$65,000 Same NTEE code B82, revenue within 2x, same state
BRADFORD COLLEGE ALUMNI ASSOCIATION INCMAB82 $1,116,259$153,820 Director$47,600 Same NTEE code B82, revenue within 2x, same state
ELEVATED THOUGHT INCMAB82 $2,256,495$2,566,226 EXECUTIVE DIRECTOR$135,000 Same NTEE code B82, revenue within 2x, same state
STAR KIDS SCHOLARSHIP PROGRAMMAB82 $1,081,909$1,069,809 PRESIDENT$115,726 Same NTEE code B82, revenue within 2x, same state
WELLESLEY STUDENTS AID SOCIETY INCMAB82 $1,779,950$1,848,160 EXECUTIVE DIRECTOR$148,360 Same NTEE code B82, revenue within 2x, same state
J RUSSELL FAWLEY CHARITABLE TRUSTPAB82 $934,738$851,336 TRUSTEE$119,017 Same NTEE code B82, revenue within 2x, similar name
BILL PACE COGDELL CHARITABLE TRUSTTXB82 $1,936,731$495,344 Trustee$135,949 Same NTEE code B82, revenue within 2x
LIBBY AND GARY PEDRI CHARITABLE TRUSTWYB82 $1,328,270$376,021 Trustee$0 Same NTEE code B82, revenue within 2x
ROBERT WINGETT CHARITABLE TRUSTOHB82 $856,227$509,689 Trustee$18,000 Same NTEE code B82, revenue within 2x
ALASKA STATE ELKS CHARITABLE TRUSTAKB82 $860,261$391,863 Trustee$0 Same NTEE code B82, revenue within 2x
DOLEZAL CHARITABLE TRIAB82 $1,029,077$2,384,774 TRUSTEE$98,941 Same NTEE code B82, revenue within 2x
MARGARET PATRICIA EAGAN CHARITABLE FOUNDATION TRUSTCTB82 $1,456,909$154,097 TRUSTEE$0 Same NTEE code B82, revenue within 2x
TIPTON CHARITABLE FOUNDATIONOKB82 $1,061,362$1,237,400 TRUSTEE$0 Same NTEE code B82, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$11,040,361140 302016–2024 MV VISION FELLOWSHIP FUND; COUNTRY CLUB EMPLOYEE EDUCATION FUND INC; REALITY CHANGERS; ELEVATED THOUGHT INC and 26 more
MORTON E GOULDER RVOC TR OF 7-27-1979 AS AMENDED Private foundation$7,085,0004 12021–2024 GOULDER FAMILY FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$6,185,19084 182014–2024 REALITY CHANGERS; HARRIS FAMILY FOUNDATION; THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE; THE PEACH FOUNDATION and 14 more
NATIONAL PHILANTHROPIC TR DAF sponsor$3,809,20048 132014–2024 REALITY CHANGERS; MV VISION FELLOWSHIP FUND; CHALLENGE FOUNDATION INC; EQUAL CHANCE FOR EDUCATION and 9 more
THE SAN DIEGO FOUNDATION DAF sponsor$1,596,96812 12011–2024 REALITY CHANGERS
RICHARD G MILLER MEMORIAL FOUNDATION Private foundation$1,410,00012 12013–2024 CHALLENGE FOUNDATION INC
COLORADO GIVES FOUNDATION DAF sponsor$1,208,85713 12012–2024 CHALLENGE FOUNDATION INC
COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS DAF sponsor$1,118,5014 12021–2024 ELEVATED THOUGHT INC
JEWISH COMMUNAL FUND DAF sponsor$1,015,00013 12009–2021 MV VISION FELLOWSHIP FUND
FEDERAL EMPLOYEES SCHOLARSHIP FOUNDATION Private foundation$1,012,4892 12020–2021 REALITY CHANGERS
FORGOOD INC DAF sponsor$895,52738 72010–2024 BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST INC; THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE; PERLMAN FAMILY FOUNDATION; ROTARY INTERNATIONAL DISTRICT 5280 CHARITABLE FOUNDATION and 3 more
SATTERBERG FOUNDATION Private foundation$888,7159 12017–2023 REALITY CHANGERS
RANCHO SANTA FE FOUNDATION DAF sponsor$886,4469 12011–2021 REALITY CHANGERS
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$824,80233 92019–2024 THE PEACH FOUNDATION; A CONTINUOUS CHARITY FOUNDATION; PERU CHAMPS ASSOCIATION; FERGUSON CHARITABLE FOUNDATION and 5 more
THE CHICAGO COMMUNITY TRUST DAF sponsor$787,50011 52016–2023 STAR KIDS SCHOLARSHIP PROGRAM; THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE; CATALYST FOR EDUCATIONAL CHANGE; CHALLENGE FOUNDATION INC and 1 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $178,676 spent · pay $36,137 · grants $113,435 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $113,435 63.5%
Pay: officers, directors, trustees $36,137 20.2%
Taxes $28,979 16.2%
Other expenses $125 0.1%
Total$178,676100%

View the filing

2023 · Form 990PF · $267,149 spent · pay $26,002 · grants $240,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $240,000 89.8%
Pay: officers, directors, trustees $26,002 9.7%
Taxes $1,112 0.4%
Other expenses $35 0.0%
Total$267,149100%

View the filing

2022 · Form 990PF · $225,297 spent · pay $22,494 · grants $161,082 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $161,082 71.5%
Taxes $41,121 18.3%
Pay: officers, directors, trustees $22,494 10.0%
Other expenses $600 0.3%
Total$225,297100%

View the filing

2021 · Form 990PF · $83,407 spent · pay $14,995 · grants $67,748 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $67,748 81.2%
Pay: officers, directors, trustees $14,995 18.0%
Other expenses $600 0.7%
Taxes $64 0.1%
Total$83,407100%

View the filing