International Union of Operating Eng Local 98 Employers Cooperative Trust
International Union of Operating Eng is a public charity based in Southwick, Massachusetts. Formed in 1998, it primarily awards grants to eligible employers collectively bargained with the union to promote operating engineers’ and employers’ economic competitiveness and to support employment security, labor-management relationships, and community economic development.
International Union of Operating Eng Local 98 Employers Cooperative Trust at a glance
In short: International Union of Operating Eng Local 98 Employers Cooperative Trust gave $570K across 13 grants in 2025 (avg $44K), mostly in Massachusetts. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $569,971
- +43.0% vs 2024
- Grants made (2025)
- 13
- +8.3% vs 2024
- Average grant
- $43,844
- +32.0% vs 2024
- Median grant
- $40,846
- Total assets
- $992,269
- -6.5% vs 2024
- Primary geography
- Massachusetts (89% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
How to apply to International Union of Operating Eng Local 98 Employers Cooperative Trust
- How to Apply
-
The website provides a Cooperative Trust grant application for contractors. Applicants must submit a Cooperative Trust form with estimates at least three business days before the bid date and notify the fund in writing if they are the low bidder. The application requests project, location, competitor, operator-hours, staffing, duration, cost, and bid information. Awards are subject to the Executive Committee’s discretion and may not exceed the hours and funds requested.
- Contact
Mailing address: PO Box 1290, Southwick, MA 01077-1290
Phone: (413) 998-3230
Website: https://iuoelocal98.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who International Union of Operating Eng Local 98 Employers Cooperative Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Morais Contractors Inc ($100K). Together the top 10 received $542K.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 40 grants of 48 (83%).
Geographic Focus
Where this funder awards grants
The 2025 filing’s grant distribution was 89% to recipients in Massachusetts and 11% to recipients in New York. The listed recipients were based in those two states.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
States
Cities
How International Union of Operating Eng Local 98 Employers Cooperative Trust gives
Estimate from itemized grant lists in IRS Form 990 filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $148K (2019) to $570K (2025). In 2025 it made 13 grants totaling $570K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Morais Contractors Inc Springfield, MA | To successfully bid and obtain jobs in construction industry | $99,948 |
| Ludlow Construction CO Inc Ludlow, MA | To successfully bid and obtain jobs in construction industry | $83,047 |
| Rifenburg Contracting Corp Troy, NY | To successfully bid and obtain jobs in construction industry | $65,291 |
| Baltazar Contractors Inc Ludlow, MA | To successfully bid and obtain jobs in construction industry | $54,306 |
| Et & L Corp Stow, MA | To successfully bid and obtain jobs in construction industry | $52,595 |
| Caracas Construction Corp Ludlow, MA | To successfully bid and obtain jobs in construction industry | $44,991 |
| Northern General Cont Inc Palmer, MA | To successfully bid and obtain jobs in construction industry | $40,846 |
| DW White Construction Inc Acushnet, MA | To successfully bid and obtain jobs in construction industry | $36,321 |
| JH Maxymillian Inc Pittsfield, MA | To successfully bid and obtain jobs in construction industry | $34,977 |
| David G Roach & Son Inc S Barre, MA | To successfully bid and obtain jobs in construction industry | $29,984 |
Ready to take the next step with International Union of Operating Eng Local 98 Employers Cooperative Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $992,269 | $606,717 | $654,647 | $569,971 | 13 | $36,857 |
| 2024 | $1,061,577 | $617,265 | $477,198 | $398,637 | 12 | $37,488 |
| 2023 | $908,228 | $501,603 | $303,999 | $245,101 | 12 | $10,240 |
| 2022 | $710,837 | $395,323 | $235,436 | $186,768 | 7 | $2,243 |
| 2021 | $546,923 | $288,346 | $205,540 | $158,007 | 4 | $1,221 |
| 2020 | $479,215 | $220,525 | $308,206 | $258,156 | 2 | $1,348 |
| 2019 | $555,337 | $189,757 | $182,774 | $148,064 | 3 | $1,207 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The organization’s stated mission is to improve labor-management relationships, preserve employment security, enhance community economic development and communication about individual advancement, and promote the economic competitiveness of operating engineers and employers in the industry. It says it pursues these aims primarily through grants to eligible employers that are collectively bargained with the union.
The organization is jointly administered by trustees appointed by the union’s business manager and employer associations. Its grant application asks employers to provide project and bid information, including estimated operator hours, staffing, project duration, and bid and project costs.
Grantmaking
In filing year 2025, the organization reported 13 grants totaling $569,971. Grants ranged from $7,479 to $99,948, with a median of $40,846. The listed grant purposes were to help contractors successfully bid for and obtain construction-industry jobs.
Among the largest reported awards were $99,948 to Morais Contractors Inc. of Springfield, Massachusetts; $83,047 to Ludlow Construction Co Inc. of Ludlow, Massachusetts; $65,291 to Rifenburg Contracting Corp. of Troy, New York; $54,306 to Baltazar Contractors Inc. of Ludlow, Massachusetts; and $52,595 to ET & L Corp. of Stow, Massachusetts.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists David Kazimierczak as union trustee and chairperson; Darrin Auger as union trustee; Jenna Rahkonen and Jonathan Pecoy as employer trustees; and Kara Richotte as fund administrator.
International Union of Operating Eng Local 98 Employers Cooperative Trust is led by David Kazimierczak, Union Trustee & Chairperson since 2025 (on filings since 2024); none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
David Kazimierczak
Union Trustee & Chairperson
Union Trustee & Chairperson- → Union Trustee & Chairperson, 2025
On filings since 2024
1 hr/week
No compensation reported
Jenna Rahkonen
Employer Trustee
Employer Trustee - → Employer Trustee, 2021
On filings since 2020
1 hr/week
No compensation reported
Darrin Auger
Union Trustee
On filings since 2022
1 hr/week
No compensation reported
Jonathan Pecoy
Employer Trustee
On filings since 2024
1 hr/week
No compensation reported
Kara Richotte
Fund Administrator
Fund Administrator - → Fund Administrator, 2021
On filings since 2020
1 hr/week
No compensation reported
Former officers (8)
- Former: William D. Fay (2021–2024) — Union Trustee & Chairman · Filing note: Thru 9/2024
- Former: Jonathan Pecoy - Eff (2023) — Employer Trustee
- Former: Keith Hancock (2019–2022) — Union Trustee
- Former: Michelle Thorne (2020–2022) — Employer Trustee
- Former: Philip C. Chaffee (2019–2021) — Union Trustee-
- Former: Brian Macdonald (2019–2020) — Employer Trustee -
- Former: Janet Callahan (2019–2020) — Employer Trustee -
- Former: Michelle P. Schweitzer (2019–2020) — Fund Admstr -
Data from IRS Form 990 filings, 2019–2025. "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 International Union of Operating Eng Local 98 Employers Cooperative Trust
How much does International Union of Operating Eng Local 98 Employers Cooperative Trust give each year?
International Union of Operating Eng Local 98 Employers Cooperative Trust gave $570K across 13 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $399K across 12 grants.
What is International Union of Operating Eng Local 98 Employers Cooperative Trust's typical grant size?
International Union of Operating Eng Local 98 Employers Cooperative Trust's median grant in 2025 was $40,846, and its average grant was $43,844, across 13 grants on its 2025 IRS Form 990.
Where does International Union of Operating Eng Local 98 Employers Cooperative Trust give grants?
International Union of Operating Eng Local 98 Employers Cooperative Trust gives mostly in Massachusetts: 89% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was New York (11%). The most frequent recipient cities were Ludlow, MA (3 grants).
Does International Union of Operating Eng Local 98 Employers Cooperative Trust give general operating support?
Not in 2025: none of the 13 grants with a stated purpose on International Union of Operating Eng Local 98 Employers Cooperative Trust's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "To Successfully Bid and Obtain Jobs in Construction Industry" (13 grants).
Who are International Union of Operating Eng Local 98 Employers Cooperative Trust's largest grantees?
International Union of Operating Eng Local 98 Employers Cooperative Trust's largest 2025 grantees include Morais Contractors Inc ($99,948), Ludlow Construction CO Inc ($83,047) and Rifenburg Contracting Corp ($65,291), according to its 2025 IRS Form 990. Together they received 44% of its itemized 2025 grant dollars.
How large is International Union of Operating Eng Local 98 Employers Cooperative Trust?
International Union of Operating Eng Local 98 Employers Cooperative Trust reported $992K in total assets on its 2025 IRS Form 990. Its revenue that year was $607K.
What does International Union of Operating Eng Local 98 Employers Cooperative Trust fund?
The organization’s stated mission is to improve labor-management relationships, preserve employment security, enhance community economic development and communication about individual advancement, and promote the economic competitiveness of operating engineers and employers in the industry. See mission & focus areas ↑
How do I apply for a grant from International Union of Operating Eng Local 98 Employers Cooperative Trust?
The website provides a Cooperative Trust grant application for contractors. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is International Union of Operating Eng Local 98 Employers Cooperative Trust's EIN?
International Union of Operating Eng Local 98 Employers Cooperative Trust's EIN (Employer Identification Number) is 04-3432489. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS July 14, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS July 11, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS September 18, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS July 2, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS June 25, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS June 29, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS June 24, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in International Union of Operating Eng Local 98 Employers Cooperative Trust's focus areas in our free grants database
Similar Funders
Similar funders in Massachusetts
Boston Foundation Inc
Boston, MA
The Boston Foundation funds nonprofits and community initiatives focused on equity and opportunity, including child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer amounts such as $50,000; whether it accepts unsolicited requests is not stated.
Assets
$2.1B
Grants
2,375
Total Given
$228.4M
Eastern Bank Foundation
Wakefield, MA
Eastern Bank Foundation supports economic inclusion and mobility, including small businesses, early childhood development, affordable housing, and workforce development. Its 2025 grants ranged from $50 to $2,002,500, with a median of $2,500, primarily in Massachusetts and also in New Hampshire and Rhode Island. It accepts online applications and does not limit giving to preselected organizations.
Assets
$266.7M
Grants
1,786
Total Given
$19.0M
Barr Foundation
Boston, MA
The Barr Foundation funds arts and creativity, climate, education, and New England’s social sector, primarily through long-term support for organizations in New England. Its 2024 grants ranged from $100 to $3.275 million, with a median of $80,000. Its filing says it accepts only requests from preselected organizations and does not accept unsolicited requests, though its website describes program-page inquiries and occasional open calls.
Assets
$1.9B
Grants
903
Total Given
$123.2M
Liberty Mutual Foundation Inc
Boston, MA
Liberty Mutual Foundation funds basic needs such as food and shelter, education and workforce development, and climate and community infrastructure, including homelessness and community preparedness programs. Its 2024 grants had a median of $35,000, and most funding supports organizations or programs serving the Boston area, though it also gives elsewhere. It accepts unsolicited online requests on a rolling basis, with no submission deadlines.
Assets
$46.1M
Grants
706
Total Given
$50.6M
Cummings Foundation Grants Inc (FKA Oneworld Boston Inc)
Woburn, MA
Cummings Foundation Grants Inc. funds nonprofits working in human services, education, healthcare, fairness and justice, and the environment, primarily in greater Boston and eastern Massachusetts. Its 2024 grants ranged from $1,000 to $3.5 million, with a median of $35,000; it accepts letters of inquiry through an online portal during its application cycle, which was not open at the time described.
Assets
$258.2M
Grants
658
Total Given
$38.2M
American Tower Corporation Foundation
Boston, MA
Assets
$15.4M
Grants
632
Total Given
$1.7M
More similar funders
More Funders in Massachusetts
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from International Union of Operating Eng Local 98 Employers Cooperative Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
International Union of Operating Eng Local 98 Employers Cooperative Trust down — hundreds of funders to go?