Sara E Peterson Trust Ua Dtd 012970

Hanover, MA
Tax-exempt since Jan. 1984
EIN: 04-6399760

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$917 (2024)

Expenses

$3.58k (2024)

Total Assets

$33.1k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$917

Expenses

$3,576

Net Income

-$2,659

Net Assets

$33,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,029	> 100%
Sales of Assets	-$112
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,983	83.4%
Compensation of Officers*	$1,096	30.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,142
Total Liabilities	$0
Net Assets	$33,142

Compensation

Key Employees and Officers	Compensation	Other
Rockland Trust Company (Trustee)	$1,096	$0

990-PF

Filed on Sept. 27, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2023

Revenue

$3,241

Expenses

$1,194

Net Income

$2,047

Net Assets

$35,793

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,045	32.2%
Sales of Assets	$2,196	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$579	48.5%
Compensation of Officers*	$1,088	91.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$35,793
Total Liabilities	$0
Net Assets	$35,793

Compensation

Key Employees and Officers	Compensation	Other
Rockland Trust Company (Trustee)	$1,088	$0

990-PF

Filed on Aug. 21, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2022

Revenue

$4,319

Expenses

$2,595

Net Income

$1,724

Net Assets

$33,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,023	23.7%
Sales of Assets	$3,296	76.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,996	76.9%
Compensation of Officers*	$1,122	43.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,733
Total Liabilities	$0
Net Assets	$33,733

Compensation

Key Employees and Officers	Compensation	Other
Rockland Trust Company (Trustee)	$1,122	$0

990-PF

Filed on Oct. 31, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$2,462

Expenses

$2,470

Net Income

-$8

Net Assets

$32,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$831	33.8%
Sales of Assets	$1,631	66.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,890	76.5%
Compensation of Officers*	$1,109	44.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,003
Total Liabilities	$1
Net Assets	$32,002

Compensation

Key Employees and Officers	Compensation	Other
Rockland Trust Company (Trustee)	$1,109	$0

990-PF

Filed on Nov. 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$2,632

Expenses

$3,664

Net Income

-$1,032

Net Assets

$32,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$924	35.1%
Sales of Assets	$1,708	64.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,086	84.2%
Compensation of Officers*	$1,103	30.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,020
Total Liabilities	$1
Net Assets	$32,019

Compensation

Key Employees and Officers	Compensation	Other
Rockland Trust Company (Trustee)	$1,103	$0

990-PF

Filed on Oct. 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$1,428

Expenses

$1,176

Net Income

$252

Net Assets

$33,036

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$827	57.9%
Sales of Assets	$601	42.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$580	49.3%
Compensation of Officers*	$1,091	92.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,036
Total Liabilities	$0
Net Assets	$33,036

Compensation

Key Employees and Officers	Compensation	Other
Rockland Trust Company (Trustee)	$1,091	$0

990-PF

Filed on Sept. 27, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$2,179

Expenses

$2,030

Net Income

$149

Net Assets

$32,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$773	35.5%
Sales of Assets	$1,406	64.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,773	87.3%
Compensation of Officers*	$475	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,813
Total Liabilities	$0
Net Assets	$32,813

Compensation

Key Employees and Officers	Compensation	Other
Rockland Trust Company (Trustee)	$475	$0

990-PF

Filed on Nov. 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$1,799

Expenses

$2,131

Net Income

-$332

Net Assets

$32,716

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$714	39.7%
Sales of Assets	$1,085	60.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,872	87.8%
Compensation of Officers*	$474	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,716
Total Liabilities	$0
Net Assets	$32,716

Compensation

Key Employees and Officers	Compensation	Other
Rockland Trust Company (Trustee)	$474	$0

990-PF

Filed on Nov. 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$1,667

Expenses

$2,249

Net Income

-$582

Net Assets

$33,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$728	43.7%
Sales of Assets	$939	56.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,970	87.6%
Compensation of Officers*	$470	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,120
Total Liabilities	$0
Net Assets	$33,120

Compensation

Key Employees and Officers	Compensation	Other
Rockland Trust Company (Trustee)	$470	$0

990-PF

Filed on Nov. 2, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$4,108

Expenses

$2,249

Net Income

$1,859

Net Assets

$33,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,155	28.1%
Sales of Assets	$2,953	71.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,980	88.0%
Compensation of Officers*	$489	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,732
Total Liabilities	$0
Net Assets	$33,732

Compensation

Key Employees and Officers	Compensation	Other
Rockland Trust Company (Trustee)	$489	$0

990-PF

Filed on Oct. 30, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$2,577

Expenses

$2,259

Net Income

$318

Net Assets

$31,929

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$943	36.6%
Sales of Assets	$1,634	63.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,976	87.5%
Compensation of Officers*	$482	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,929
Total Liabilities	$0
Net Assets	$31,929

Compensation

Key Employees and Officers	Compensation	Other
Rockland Trust Company (Trustee)	$482	$0

990-PF

Filed on Oct. 31, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$2,108

Expenses

$2,036

Net Income

$72

Net Assets

$31,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$744	35.3%
Sales of Assets	$1,364	64.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,771	87.0%
Compensation of Officers*	$472	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,630
Total Liabilities	$1
Net Assets	$31,629

990-PF

Filed on Dec. 26, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$1,470

Expenses

$1,899

Net Income

-$429

Net Assets

$31,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$837	56.9%
Sales of Assets	$633	43.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,652	87.0%
Compensation of Officers*	$433	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,582
Total Liabilities	$1
Net Assets	$31,581

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Sara E Peterson Trust Ua Dtd 012970

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $917 (2024)

Expenses $3.58k (2024)

Total Assets $33.1k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$917 (2024)

Expenses

$3.58k (2024)

Total Assets

$33.1k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

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2021

Fiscal Year Ending June
2020

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2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

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2011

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2010

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2009

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2008

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2007

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2006

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2005

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2004

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2003

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2002