Nonprofit · EIN 22-2672819
THE COOPERATIVE CHARITABLE TRUST
Tax-exempt · WATERTOWN, MA 02472
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $40,246 | $64,829 | -$24,583 | $1,106,496 | $0 | $1,106,496 |
| August 31, 2024 | 990-PF | $44,390 | $78,461 | -$34,071 | $1,100,549 | $0 | $1,100,549 |
| August 31, 2023 | 990-PF | $29,648 | $62,127 | -$32,479 | $1,110,080 | $0 | $1,110,080 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $34,282
- Interest
- $5,964
Expenses
- Grants and similar amounts paid
- $62,915
- Disbursements for charitable purposes
- $62,915
- Excise tax on investment income
- $957
Balance sheet and other
- Total assets, start of year
- $1,100,549
- Total assets, end of year
- $1,106,496
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,106,496
- Fair market value of assets
- $1,232,793
- Qualifying distributions
- $62,915
- Net investment income
- $70,776
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L GIEL 61 RANDOLPH STREET, ARLINGTON, MA 02474 | TRUSTEE | 3 | $0 |
| SUE-ELLEN HERSHMAN-TCHEREPNIN 96 RUSSELL AVE, WATERTOWN, MA 02472 | TRUSTEE | 3 | $0 |
| MARGARET A LUND 95 WEST ISLAND AVE, MINNEAPOLIS, MN 55401 | TRUSTEE | 4 | $0 |
990-PF for the year ended August 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L GIEL 61 RANDOLPH STREET, ARLINGTON, MA 02474 | TRUSTEE | 3 | $0 |
| SUE-ELLEN HERSHMAN-TCHEREPNIN 96 RUSSELL AVE, WATERTOWN, MA 02472 | TRUSTEE | 3 | $0 |
| MARGARET A LUND 95 WEST ISLAND AVE, MINNEAPOLIS, MN 55401 | TRUSTEE | 4 | $0 |
990-PF for the year ended August 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L GIEL 61 RANDOLPH STREET, ARLINGTON, MA 02474 | TRUSTEE | 3 | $0 |
| SUE-ELLEN HERSHMAN-TCHEREPNIN 96 RUSSELL AVE, WATERTOWN, MA 02472 | TRUSTEE | 3 | $0 |
| MARGARET A LUND 95 WEST ISLAND AVE, MINNEAPOLIS, MN 55401 | TRUSTEE | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 96 RUSSELL AVE, WATERTOWN, MA 02472-3455
- Signed the 990-PF
- SUE-ELLEN HERSHMAN-TCHEREPNIN, TRUSTEE
- Phone
- (617) 926-5834
- Return prepared by
- WALTER OPANASETS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 22-2672819
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1986
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,106,496
- Income (IRS master file)
- $40,246
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $40,246 | $64,829 | $1,106,496 | XML |
| 990-PF | August 2024 | – | – | – | IRS |
| 990-PF | August 2023 | $29,648 | $62,127 | $1,110,080 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-2672819).
Questions about THE COOPERATIVE CHARITABLE TRUST
- What is the EIN of THE COOPERATIVE CHARITABLE TRUST?
- The employer identification number (EIN) of THE COOPERATIVE CHARITABLE TRUST is 22-2672819.
- Is THE COOPERATIVE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to THE COOPERATIVE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE COOPERATIVE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE COOPERATIVE CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE COOPERATIVE CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of THE COOPERATIVE CHARITABLE TRUST?
- The 990-PF for the year ended August 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE COOPERATIVE CHARITABLE TRUST have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $40,246, expenses of $64,829 and total assets of $1,106,496 at year end.
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