Boston Chapter CPCU Trust
Boston Chapter CPCU Trust is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $45K in total assets. In 2025, it awarded 1 grant totaling $2K. Net investment income was $2K.
Boston Chapter CPCU Trust at a glance
In short: Boston Chapter CPCU Trust gave $2K across 1 grant in 2025 (avg $2K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,000
- -50.0% vs 2024
- Grants made (2025)
- 1
- -50.0% vs 2024
- Average grant
- $2,000
- +0.0% vs 2024
- Median grant
- $2,000
- Total assets
- $45,073
- +5.7% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Boston Chapter CPCU Trust funds
How this funder distributes its grants
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Boston Chapter CPCU Trust gives
- Giving fell 50% from 2022 to 2025. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $2K (2025) to $4K (2024). In 2025 it made 1 grant totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|---|---|
| 2025 | $45,073 | $4,013 | $4,055 | $2,000 | 1 | $2,000 | $1,958 |
| 2024 | $42,623 | $5,313 | $5,213 | $4,000 | 2 | $4,000 | $4,100 |
| 2023 | $43,577 | $3,319 | $4,496 | $4,000 | 2 | $4,000 | $2,823 |
| 2022 | $44,258 | $6,049 | $5,625 | $4,000 | 2 | $4,000 | $4,424 |
| 2021 | $44,642 | $8,467 | $5,518 | $4,000 | 2 | $4,000 | $6,949 |
| 2020 | $41,158 | $5,615 | $5,448 | $4,000 | 2 | — | $4,167 |
Leadership & Key People
Officers and directors from IRS filings
Boston Chapter CPCU Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Megan Eckstrom
Trustee
On filings since 2022
1 hr/week
No compensation reported
Susanne Dillman
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (6)
- Former: Chris Lynch (2024) — Trustee
- Former: Roselyn Garcia (2023) — Trustee
- Former: Jamie Warner (2022) — Trustee
- Former: Paul Oberlander (2020–2021) — Trustee
- Former: Courtney Knowlton (2021) — Trustee
- Former: Craig Billings (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Boston Chapter CPCU Trust
How much does Boston Chapter CPCU Trust give each year?
Boston Chapter CPCU Trust gave $2K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 2 grants.
How large is Boston Chapter CPCU Trust?
Boston Chapter CPCU Trust reported $45K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $4K.
Where does Boston Chapter CPCU Trust operate?
Boston Chapter CPCU Trust has awarded grants in Massachusetts.
What is Boston Chapter CPCU Trust's EIN?
Boston Chapter CPCU Trust's EIN (Employer Identification Number) is 04-6392433. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
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