The Cooperative Charitable Trust
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 grant totaling $63K. Net investment income was $69K.
The Cooperative Charitable Trust at a glance
In short: The Cooperative Charitable Trust gave $63K across 1 grant in 2025 (avg $63K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $62,915
- -15.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $62,915
- -15.5% vs 2024
- Median grant
- $62,915
- Total assets
- $1,106,496
- +0.5% 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 The Cooperative Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Forum Expenses ($63K).
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 16 grants of 19 (84%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How The Cooperative Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). 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 $59K (2022) to $74K (2024). In 2025 it made 1 grant totaling $63K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Forum Expenses Watertown, MA | Forum Expensesto Encourage Employeeowned Businesses | $62,915 |
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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 | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,106,496 | $40,246 | $64,829 | $62,915 | 1 | $62,915 | $68,862 | $59,578 |
| 2024 | $1,100,549 | $44,390 | $78,461 | $74,422 | 1 | $74,422 | $64,891 | $57,671 |
| 2023 | $1,110,080 | $29,648 | $62,127 | $61,872 | 1 | $61,872 | $72,885 | $55,495 |
| 2022 | $1,099,067 | $39,277 | $60,069 | $59,158 | 4 | $59,568 | $51,494 | $57,908 |
| 2021 | $1,073,911 | $26,222 | $70,020 | $66,250 | 12 | — | $50,703 | $58,689 |
| 2020 | $1,091,851 | $29,308 | $65,722 | $60,614 | 7 | — | $68,604 | $53,619 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Cooperative Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Margaret A. Lund
Trustee
On filings since 2020
4 hrs/week
No compensation reported
Robert L. Giel
Trustee
On filings since 2020
3 hrs/week
No compensation reported
Sue-Ellen Hershman-Tcherepnin
Trustee
On filings since 2020
3 hrs/week
No compensation reported
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 The Cooperative Charitable Trust
How much does The Cooperative Charitable Trust give each year?
The Cooperative Charitable Trust gave $63K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $74K across 1 grant.
How large is The Cooperative Charitable Trust?
The Cooperative Charitable Trust reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $63K in qualifying distributions that year, against a required minimum of $60K (roughly 5% of its investment assets).
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 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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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