The Cooperative Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Cooperative Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 22-2672819

Foundation Overview

Based in Watertown, MA, The Cooperative Charitable Trust has awarded 40 grants totaling $580,683 to organizations in Virginia, Vermont and 7 other states across the US. Individual grants range from $1,000 to $74,422, with a median award of $5,000.

Latest Tax Year
2024
Total Giving (all years)
$580,683
Total Assets
$1,232,793
Median Grant (all grants)
$5,000

Latest Form 990-PF Snapshot

Total Grants
1
Median Grant
$62,915
% Median Grant Decline
-15% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Massachusetts

41% of grants are awarded in Massachusetts, with additional funding distributed across 8 other locations. The foundation balances regional focus with broader geographic diversity. Within Massachusetts, funding concentrates in Watertown (69%), Northampton (15%), So Deerfield (8%).

Funding Trajectory
+4%

Stable funding levels with 4% change over 5 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes

Highly focused on general purposes with 93% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Cooperative Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Forum Expenses $62,915 Watertown, MA, US Forum Expensesto Encourage Employeeowned Businesses 2024
Forum Expenses $74,422 Watertown, MA, US Forum Expensesto Encourage Employeeowned Businesses 2023
Forum Expenses $74,422 Watertown, MA, US Forum Expensesto Encourage Employeeowned Businesses 2023
Forum Expenses $61,872 Watertown, MA, US To Encourageemployee Ownedbusinesses 2022
Forum Expenses $61,872 Watertown, MA, US To Encourageemployee Ownedbusinesses 2022
Empl0yee Ownership Expansion $5,000 Arlington, VA, US Focus On Expandingemployeeownership 2021
Vermont Employee Ownership Ctr $6,000 Burlington, VT, US Promote And Foster Employeeowned Businesses 2021
Forum Expenses $43,158 Watertown, MA, US Forum Expensesto Enourage Employeeowned Businesses 2021
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Employee Ownership Expansion $5,000 Arlington, VA, US Encourage Pursuitof Employee Owned Businesses 2021
Empl0yee Ownership Expansion $5,000 Arlington, VA, US Focus On Expandingemployeeownership 2021
Vermont Employee Ownership Ctr $6,000 Burlington, VT, US Promote And Foster Employeeowned Businesses 2021
Forum Expenses $43,158 Watertown, MA, US Forum Expensesto Enourage Employeeowned Businesses 2021
Employee Ownership Expansion $5,000 Arlington, VA, US Encourage Pursuitof Employee Owned Businesses 2021
Democracy At Work Institute $5,000 Oakland, CA, US Encourage Pursuitof Employeeowned Businesses 2020
The Industrial Commons $5,000 Morganton, NC, US Encourage Pursuitof Employeeowned Businesses 2020
Forum Expenses $6,250 Watertown, MA, US Forum Expensesto Enourage Employeeowned Businesses 2020
Ohio Employee Ownership Center $5,000 Kent, OH, US Encourage Pursuit Of Employeeowned Businesses 2020
Manufacturing Renaissance $5,000 Chicago, IL, US Encourage Pursuit Of Employeeowned Businesses 2020
Cooperative Development Inst $5,000 So Deerfield, MA, US Encourage Pursuitof Employeeowned Businesses 2020
Ica Group $10,000 Northampton, MA, US Encourage Pursuitof Employeeowned Businesses 2020
Paraprofessional Healthcare Inst $5,000 Bronx, NY, US Encourage Pursuitof Employeeowned Businesses 2020
Federation Of Southern Coops $5,000 East Point, GA, US Encourage Pursuit Of Employeeowned Businessess 2020
Nasco $5,000 Chicago, IL, US Encourage Pursuitof Employeeowned Businesses 2020
The Working World $5,000 New York, NY, US Encourage Pursuitof Employeeowned Businesses 2020
Eox Network $5,000 Arlington, VA, US Encourage Pursuitof Employee Owned Businesses 2020
Democracy At Work Institute $8,000 Oakland, CA, US Encourage Pursuitof Employeeowned Businesses 2019
The Industrial Commons $10,000 Morganton, NC, US Encourage Pursuitof Employeeowned Businesses 2019
Forum Expenses $32,614 Watertown, MA, US Forum Expensesto Enourage Employeeowned Businesses 2019
Ohio Employee Ownership Center $5,000 Kent, OH, US Encourage Pursuit Of Employeeowned Businesses 2019
Manufacturing Renaissance $3,000 Chicago, IL, US Encourage Pursuit Of Employeeowned Businesses 2019
Merrimac Valley Project $1,000 Lawrence, MA, US Encourage Pursuitof Employeeowned Businesses 2019
Ica Group $1,000 Northampton, MA, US Encourage Pursuitof Employeeowned Businesses 2019

Foundations Similar to The Cooperative Charitable Trust

Discover 5 foundations with comparable assets ($1,234,727-$1,240,314), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 83-4085667 | 37 grants awarded
$1,234,727
(≈ Similar)
$10,000
median grant
Westport, MA
Same state
100%
Excellent match

EIN: 04-6559143 | 66 grants awarded
$1,238,610
(≈ Similar)
$2,750
median grant
Boston, MA
Same state
100%
Excellent match

EIN: 20-5446820 | 19 grants awarded
$1,239,347
(≈ Similar)
$6,000
median grant
Boston, MA
Same state
100%
Excellent match

EIN: 88-6580069 | 16 grants awarded
$1,239,520
(≈ Similar)
$5,000
median grant
Dennis, MA
Same state
100%
Excellent match

EIN: 33-1122321 | 243 grants awarded
$1,240,314
(≈ Similar)
$3,000
median grant
Watertown, MA
Same state
100%
Excellent match

Contact Information

Official contact details for The Cooperative Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 22-2672819
Website N/A
Address 96 RUSSELL AVE Watertown, MA 02472-3455

Key People (3)

Board members, trustees, and key staff who oversee The Cooperative Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Robert L Giel
Trustee Sue-ellen Hershman-tcherepnin
Trustee Margaret A Lund

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Cooperative Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.