Funder DirectoryTHE PETERSON FAMILY CHARITABLE TRUST
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Private foundation (trust)EIN 873004366Est. 2022-05

THE PETERSON FAMILY CHARITABLE TRUST

HANOVER, MA 02339

Total Assets

$6.5M

FY 2024

Annual Giving

$113K

FY 2024

Grants Made

9

FY 2024

Avg Grant

$13K

FY 2024

Grant Range

$5K–$20K

Typical

Deadlines

Applications

Focus Areas

Education

Financial Snapshot

2024 filing

Total Revenue

$1.3M

Total Expenses

$179K

Qualifying Distributions

$132K

Distributable Amount

$288K

Min. Investment Return

$306K

Undistributed Income

$146K

Payout rate 46%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.46%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

9 grants

Grant sizes from minimum $5K through median $13K to maximum $20K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2021 to 2024. Peak $240K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

22 grants

Kristen Arieta
$40K
1 grant
Matthew Willshire
$40K
1 grant
Emma Gerlach
$40K
1 grant
Summer Holmes
$35K
1 grant
Jordyn O Fay
$20K
1 grant
Ellery M Roche
$20K
1 grant
Luke Santoro
$20K
1 grant
Dylan Warrell
$20K
1 grant

Grant Size Distribution

22 grants

<$10K
4
grants
$10–50K
18
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Massachusetts
$421K
100% of total

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THE PETERSON FAMILY CHARITABLE TRUST — Grants, Financials & Contact | Grantivo