The Cooperative Charitable Trust
EIN 222672819Total Given 2020–2024
$322K
25 grants · $64K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $5K–$8K
grant size
38%
supporter · 6/16 multi-year
repeat
$1.2M
Assets (2024)
16
Distinct Recipients
About
DUE TO COVID ISSUES LONG TIME ACCOUNTANT RETIRED, ALSO ACCOUNTING FIRM WAS SUBSEQUENTLY SOLD/MERGED WITH ANOTHER FIRM. PRIOR ACCOUNTING RECORDS WERE MISPLACED AND HAD TO BE RECONSTRUCTED. PRIOR RECORDS WERE FINALLY DETERMINED AND UPDATED WITH CURRENT YEAR INFORMATION. CURRENT YEAR RETURN WAS FILED AS SOON AS FIGURES WERE FINALYZED. SUBSEQUENT YEARS WILL BE FILED TIMELY. THIS WAS FIRST TIME THIS ORGANIZATIONS HAS FILED A LATE RETURN. WE REQUEST ANY PENALTY BE WAIVED IN THIS PARTICULAR CIRCUMSTANCE. ALL TAXES HAD BEEN PAID THRU ESTIMATES AND NO ADDITIONAL TAXES ARE DUE.
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
SUE-ELLEN HERSHMAN-TCHEREPNIN
Phone
(617) 926-5834
Deadlines
NO
How to Apply
WRITTEN
Restrictions
NO
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $61K | $1.1M | $29K | 7 |
| 2021 | $66K | $1.2M | $26K | 12 |
| 2022 | $59K | $1.1M | $39K | 4 |
| 2023 | $62K | $1.2M | $30K | 1 |
| 2024 | $74K | $1.2M | $44K | 1 |
Grant Size Distribution
Based on 25 grants on record
Minimum
$1K
25th Pctl
$5K
Median
$5K
Average
$13K
75th Pctl
$8K
Maximum
$74K
Geographic Distribution
Officers & Directors
RG
Robert L Giel
5+ yrs
Trustee
ML
Margaret a Lund
5+ yrs
Trustee
SH
Sue-Ellen Hershman-Tcherepnin
5+ yrs
Trustee
SH
Sue-Ellen Hershman-Tcherepnin
5+ yrs
Trustee
RG
Robert L Giel
5+ yrs
Trustee
ML
Margaret a Lund
5+ yrs
Trustee
ML
Margaret a Lund
5+ yrs
Trustee
RG
Robert L Giel
5+ yrs
Trustee
SH
Sue-Ellen Hershman-Tcherepnin
5+ yrs
Trustee
RG
Robert L Giel
5+ yrs
Trustee
SH
Sue-Ellen Hershman-Tcherepnin
5+ yrs
Trustee
ML
Margaret a Lund
5+ yrs
Trustee
RG
Robert L Giel
5+ yrs
Trustee
SH
Sue-Ellen Hershman-Tcherepnin
5+ yrs
Trustee
ML
Margaret a Lund
5+ yrs
Trustee
Grants Awarded (25 total)
| Purpose | ||||
|---|---|---|---|---|
| Forum Expenses | Watertown, MA | $74,422 | FORUM EXPENSESTO ENCOURAGE EMPLOYEEOWNED BUSINESSES | 2024 |
| Forum Expenses | Watertown, MA | $61,872 | TO ENCOURAGEEMPLOYEE OWNEDBUSINESSES | 2023 |
| Forum Expenses | Watertown, MA | $43,158 | FORUM EXPENSESTO ENOURAGE EMPLOYEEOWNED BUSINESSES | 2022 |
| Forum Expenses | Watertown, MA | $32,614 | FORUM EXPENSESTO ENOURAGE EMPLOYEEOWNED BUSINESSES | 2020 |
| The Industrial Commons | Morganton, NC | $10,000 | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | 2020 |
| Ica Group | Northampton, MA | $10,000 | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | 2021 |
| Democracy at Work Institute | Oakland, CA | $8,000 | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | 2020 |
| Forum Expenses | Watertown, MA | $6,250 | FORUM EXPENSESTO ENOURAGE EMPLOYEEOWNED BUSINESSES | 2021 |
| Vermont Employee Ownership Ctr | Burlington, VT | $6,000 | PROMOTE AND FOSTER EMPLOYEEOWNED BUSINESSES | 2022 |
| Ohio Employee Ownership Center | Kent, OH | $5,000 | ENCOURAGE PURSUIT OF EMPLOYEEOWNED BUSINESSES | 2020 |
| Democracy at Work Institute | Oakland, CA | $5,000 | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | 2021 |
| The Industrial Commons | Morganton, NC | $5,000 | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | 2021 |
| Ohio Employee Ownership Center | Kent, OH | $5,000 | ENCOURAGE PURSUIT OF EMPLOYEEOWNED BUSINESSES | 2021 |
| Manufacturing Renaissance | Chicago, IL | $5,000 | ENCOURAGE PURSUIT OF EMPLOYEEOWNED BUSINESSES | 2021 |
| Cooperative Development Inst | So Deerfield, MA | $5,000 | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | 2021 |
| Paraprofessional Healthcare Inst | Bronx, NY | $5,000 | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | 2021 |
| Federation of Southern Coops | East Point, GA | $5,000 | ENCOURAGE PURSUIT OF EMPLOYEEOWNED BUSINESSESS | 2021 |
| Nasco | Chicago, IL | $5,000 | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | 2021 |
| The Working World | New York, NY | $5,000 | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | 2021 |
| Eox Network | Arlington, VA | $5,000 | ENCOURAGE PURSUITOF EMPLOYEE OWNED BUSINESSES | 2021 |
| Empl0Yee Ownership Expansion | Arlington, VA | $5,000 | FOCUS ON EXPANDINGEMPLOYEEOWNERSHIP | 2022 |
| Employee Ownership Expansion | Arlington, VA | $5,000 | ENCOURAGE PURSUITOF EMPLOYEE OWNED BUSINESSES | 2022 |
| Manufacturing Renaissance | Chicago, IL | $3,000 | ENCOURAGE PURSUIT OF EMPLOYEEOWNED BUSINESSES | 2020 |
| Merrimac Valley Project | Lawrence, MA | $1,000 | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | 2020 |
| Ica Group | Northampton, MA | $1,000 | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | 2020 |