The Cooperative Charitable Trust

WATERTOWN, MA EIN: 22-2672819

The Cooperative Charitable Trust is a private foundation, based in WATERTOWN, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 1 grants totaling $63K. Net investment income was $69K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.1M

+0.5% YoY

Annual Giving

$63K

-15.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$63K

-15.5% YoY

Under IRS private-foundation payout rules, The Cooperative Charitable Trust reported a distributable amount of $60K for 2025 — the minimum it must pay out in qualifying distributions.

About The Cooperative Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $264K (81%)

Virginia $15K (5%)

Illinois $10K (3%)

New York $10K (3%)

Vermont $6K (2%)

California $5K (2%)

Georgia $5K (2%)

North Carolina $5K (2%)

+1 more states

States

California Georgia Illinois Massachusetts North Carolina New York Ohio Virginia Vermont

Cities

ArlingtonBronxBurlingtonChicagoEast PointKentLawrenceMorgantonNew YorkNorthamptonOaklandSo DeerfieldWatertown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,106,496	$1,100,549	$1,110,080
Revenue	$40,246	$44,390	$29,648
Expenses	$64,829	$78,461	$62,127
Qualifying Distributions	$62,915	$74,422	$61,872
Net Investment Income	$68,862	$64,891	$72,885
Distributable Amount	$59,578	$57,671	$55,495

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

19 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Forum Expenses ($62,915).

Recipient	Purpose	Amount
FORUM EXPENSES WATERTOWN, MA	FORUM EXPENSESTO ENCOURAGE EMPLOYEEOWNED BUSINESSES	$62,915

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
ROBERT L GIEL	TRUSTEE	3	—
SUE-ELLEN HERSHMAN-TCHEREPNIN	TRUSTEE	3	—
MARGARET A LUND	TRUSTEE	4	—

Frequently Asked Questions

How large is The Cooperative Charitable Trust?

As of 2025, The Cooperative Charitable Trust holds $1.1M in total assets with $40K in annual revenue. It awarded 1 grants totaling $63K in 2025.

Where does The Cooperative Charitable Trust operate?

The Cooperative Charitable Trust has awarded grants in California, Georgia, Illinois, Massachusetts, North Carolina, New York, Ohio, Virginia, Vermont.

What size grants does The Cooperative Charitable Trust award?

In 2025, The Cooperative Charitable Trust awarded 1 grants totaling $63K — an average of about $63K per grant, based on its IRS Form 990 filings.

How much is The Cooperative Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Cooperative Charitable Trust reported a distributable amount of $60K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Cooperative Charitable Trust's EIN?

The Cooperative Charitable Trust's EIN (Employer Identification Number) is 22-2672819. IRS Form 990 filing data is available on this page for 2020–2025.