Private Foundation

THE COOPERATIVE CHARITABLE TRUST

THE COOPERATIVE CHARITABLE TRUST is a Private Foundation headquartered in WATERTOWN, MA. Financial data from the 2025 filing: $40K revenue, $65K expenses, $1.1M total assets. IRS filings disclose 34 grants awarded by this foundation, totaling roughly $385K.

EIN: 222672819 WATERTOWN, MA Latest filing: 2025

Total Revenue$40K

Total Expenses$65K

Total Assets$1.1M

Grants Given34

Grant Total$385K

Filing Years2021–2025

Sample Grants Given

FORUM EXPENSES

WATERTOWN, MA · 2024

FORUM EXPENSESTO ENCOURAGE EMPLOYEEOWNED BUSINESSES

$62,915

FORUM EXPENSES

WATERTOWN, MA · 2023

FORUM EXPENSESTO ENCOURAGE EMPLOYEEOWNED BUSINESSES

$74,422

FORUM EXPENSES

WATERTOWN, MA · 2022

TO ENCOURAGEEMPLOYEE OWNEDBUSINESSES

$61,872

FORUM EXPENSES

WATERTOWN, MA · 2021

FORUM EXPENSESTO ENOURAGE EMPLOYEEOWNED BUSINESSES

$43,158

VERMONT EMPLOYEE OWNERSHIP CTR

BURLINGTON, VT · 2021

PROMOTE AND FOSTER EMPLOYEEOWNED BUSINESSES

$6,000

Showing up to 5 of 34 total records — full history available with membership.

Officers & Directors

TRUSTEE Margaret A Lund

TRUSTEE Robert L Giel

TRUSTEE Sue-Ellen Hershman-Tcherepnin

Officer compensation and complete director data available with membership.

Top Grant Purposes

FORUM EXPENSESTO ENCOURAGE EMPLOYEEOWNED BUSINESSES

$137,337 2 grants

FORUM EXPENSESTO ENOURAGE EMPLOYEEOWNED BUSINESSES

$82,022 3 grants

TO ENCOURAGEEMPLOYEE OWNEDBUSINESSES

$61,872 1 grant

ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES

$60,000 11 grants

ENCOURAGE PURSUIT OF EMPLOYEEOWNED BUSINESSES

$18,000 4 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$40K	$65K	$1.1M
2024	$44K	$78K	$1.1M
2023	$30K	$62K	$1.1M
2022	$39K	$60K	$1.1M
2021	$26K	$70K	$1.1M

Between 2021 and 2025, reported annual revenue grew from $26K to $40K (+53%), with total assets most recently reported at $1.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, GA, IL, MA, NC, NY, and 3 other states.

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Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE COOPERATIVE CHARITABLE TRUST

Complete financials, all 34 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports