2022-10-13T11:10:21-00:00 2021-12-31 042650043 Shabshelowitz & Co CPAs 263 Walnut St Fall River MA 02720 990PF 2021-01-01 046065605 William E Schrafft and Bertha E Schrafft Charitable Trust WILL 6173384624 2 Liberty Square 5th Floor Boston MA 02109 Joseph Corrado Trustee 6173384624 2022-09-28 true Joseph Corrado Andrew Shabshelowitz P00939152 5086722182 2022-10-13 X 2 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 51009453 X 181 181 876571 876571 2817495 9086146 2817495 2500 3696747 3694247 107000 23800 44950 11500 308628 295265 13363 32073 4402 18000 4427 43 481628 323510 58313 1992000 1992000 2473628 323510 2050313 1223119 3370737 782483 4461788 4461788 31646736 37154103 37154103 9691402 7030998 7030998 2771450 2362564 2362564 44892071 51009453 51009453 187886 255916 187886 255916 X 44704185 50753537 44704185 50753537 44892071 51009453 44704185 1223119 4894263 50821567 68030 50753537 Publicly Traded Securities 8155004 6268651 1886353 1886353 From K-1s 928657 928657 928657 2817495 46853 46853 46853 70489 70489 70489 23636 23636 false false false false false false true true MA true false false false false true schrafftcharitable.org Shabshelowitz & Co CPA's 5086722182 263 Walnut St Fall River MA 02720 false false false false false false false false false false false false false false false false false false false false false Arthur Parker 2 Liberty Square 5th Floor Boston MA 02109 Trustee 008.00 17000 Lavinia B Chase 2 Liberty Square 5th Floor Boston MA 02109 Trustee 004.00 15000 Kristen J McCormack 2 Liberty Square 5th Floor Boston MA 02109 Trustee 004.00 15000 Karen Faulkner 2 Liberty Square 5th Floor Boston MA 02109 Executive Director 030.00 45000 Joseph Corrado 2 Liberty Square 5th Floor Boston MA 02109 Trustee 006.00 15000 Middleton Co 600 Atlantic Avenue Boston MA 02210 Investments Advisors 111162 Merrill Lynch 75 Rockefeller Plaza New York NY 10019 Investment Advisors 95073 GMA Foundations Inc 2 Liberty Square Suite 500 Boston MA 02109 Grant Advisors 29408 N/A 0 N/A 45811597 2449555 0 48261152 48261152 723917 47537235 2376862 2376862 46853 46853 2330009 2330009 2330009 2050313 2050313 2330009 46999 74756 121755 2050313 2050313 121755 121755 157941 None None Karen Faulkner 2 Liberty Square 5th Floor Boston MA 02109 6173384624 Please see www.schrafftcharitable.org None Generally must be a Massachusetts tax exempt organization in existance for at least three years 826 Boston 3035 Washington St Roxbury MA 02119 PC After School Writing Tutoring Program 15000 Appalacian Mountain Club Five Joy St Boston MA 021081490 PC Educators Outdoors 15000 Artists for Humanity Inc 100 West Second St Boston MA 02127 PC Youth Arts Enterprise 20000 Berklee College of Music 1140 Boylston St MS-11401A Boston MA 022153693 PC City Music Summer Scholarship 20000 Big Brothers Big Sisters of Massachusetts Bay 75 Federal 5th Floor Boston MA 02115 PC One to One Mentoring 25000 Big Sister Association of Greater Boston 161 Massachusetts Ave Boston MA 02115 PC One to One Mentoring 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St Dorchester MA 02135 PC Operating 30000 Breakthrough Greater Boston PO Box 381486 Cambridge MA 02238 PC Breakthrough Sommerville Programming 35000 Bridge Over Troubled Waters 47 West St Boston MA 02111 PC Pathways from Homeless to Self-Sufficiency 30000 Cantata Singers 161 First St Ste 203 Cambridge MA 02142 PC Classroom Cantatas 10000 Catholic Schools Foundation Inc 67 Batterymarch St 6th Fl Boston MA 02110 PC Inner City Scholarship Fund 35000 CEDC PO Box 63005 New Bedford MA 02746 PC Capital 30000 Center for Independent Documentary 1302 Soldiers Field Rd Ste 5 Boston MA 02135 PC Operating 5000 Chica Inc 1266 Furnace Brook Pkwy Ste 300/410 Quincy MA 02169 PC Operating 10000 Citizens Schools Inc 308 Congress St 5th Fl Boston MA 02110 PC STEM Program in Boston 20000 City Sprouts 25 River St Cambridge MA 02139 PC Operating 25000 Codman Academy Charter Pblic School 637 Washington St Dorchester MA 02124 PC Theatre and Art Education 25000 Community Art Center Inc 19 Windsor St Cambridge MA 02139 PC Teen Programs 20000 Community Boating Center of New Bedford 1641 Padanarum Ave New Bedford MA 02740 PC Junior Instructor Programs-Capacity 35000 Damien's Place PO Box 111 Fairhaven MA 02719 PC Operating 2500 Discovery Museum 177 Main St Acton MA 01720 PC Operating 7500 Doc Wayne Youth Services Inc 418 Commonwealth Ave Boston MA 02215 PC Operating 30000 Dream Out Loud Center Inc One Johnny Cake Hill New Bedford MA 02740 PC Operating 20000 Duet Inc 50 Milk St 6th Fl Boston MA 02109 PC Operating 15000 East Boston Community Council Inc 50 Meredian St Ste B1 East Boston MA 02120 PC Alternative Education Program 25000 Edvestors 140 Clarendon St Boston MA 02116 PC Operating 10000 Ellis Memorial 58 Berkeley St Boston MA 021166215 PC School-Age Program 15000 Epiphany School 154 Centre St Dorchester MA 02120 PC Operating 20000 EV Kids Inc 218 Adams St 220502 Dorchester MA 02124 PC Tutoring for Underserved Boston Youth 20000 First Connections 179 Great Rd Ste 104A Acton MA 01720 PC Operating 15000 Found in Translation 1532B Dorchester Ave Dorchester MA 02135 PC Operating 5000 Friends of St Steven's Youth Services 419 Shawmut Ave Boston MA 02118 PC Youth Programs 20000 Friends of the Children Boston 184 Dudley St Ste 100 Roxbury MA 02119 PC Operating 10000 Generations Inc 25 Kingston St 4th Fl Boston MA 02110 PC Virtual Literacy Program 10000 Greater Boston Food Bank 70 South Bay Avenue Boston MA 02118 PC Operating 50000 Hyde Square Task Force Inc 30 Sunnyside St Boston MA 02130 PC Jovenes en Accion Art Enrichment 15000 Immigrants' Assistance Center 58 Crapo St New Bedford MA 02740 PC Operating 15000 Inquilinos Boricuas en Accion 405 Shawmut Ave Boston MA 02118 PC Youth Development Program 20000 International Instiute of New England 2 Boylston St 3rd Fl Boston MA 02116 PC Operating 20000 Lasell University 1844 Commonwealth Ave Newton MA 02146 PC Scholarships 25000 Manomet Center for Conservation Sciences PO Box 1770 Manomet MA 02135 PC Operating 12500 MassBay Foundation MassBay Community College 50 Oakland St Wellesley Hills MA 02481 PC Operating 10000 Mattapoisett Land Trust PO Box 31 Mattapoisett MA 02739 PC Operating 10000 Mil Milagros co Goulston 400 Atlantic Ave Boston MA 02110 PC Operating 5000 Mill City Grows Inc 150 Western Ave PO Box 7133 Lowell MA 01852 PC Food Access Ed for School-Aged Youth 20000 More Than Words 242 E Berkeley St Boston MA 02118 PC Education Impact Initiatives 15000 Mother Caroline Academy 515 Blue Hill Ave Dorchester MA 02121 PC Operating 5000 Museum of Fine Arts Boston 465 Huntington Ave Boston MA 02115 PC Operating 5000 Mystic River Watershed Association 20 Academy St Ste 306 Arlington MA 024766701 PC Operating 25000 Neighborhood House Charter School 21 Queen St Dorchester MA 02122 PC Creative Arts Program 35000 New Bedford Fishing Heritage Center PO Box 2052 38 Bethel St New Bedford MA 02741 PC Operating 5000 New Bedford Historical Society 21 Seventh St New Bedford MA 02740 PC Operating 5000 New Bedford Whaling Museum 18 Johnny Cake Hill New Bedford MA 02115 PC Museum Access for Boston Youth 35000 Northstar Learning Center 53 Linden St New Bedford MA 02740 PC Operating 10000 Old Sturbridge Village One Old Sturbridge Village Road Sturbridge MA 01566 PC Educational Outreach Program 25000 Our Sister's School 145 Brownell Ave New Bedford MA 02113 PC Operating 10000 People Acting in Community Endeavors 166 William St New Bedford MA 02740 PC Operating 20000 Philanthropy Massachusetts Inc 133 Federal St No 802 Boston MA 02110 PC Summer Fund 80000 Philanthropy Massachusetts Inc 133 Federal St No 802 Boston MA 02110 PC Environmental Justice Fund 50000 Planned Parenthood League of Massachusetts 1055 Commonwealth Ave Boston MA 02215 PC Sex Education Programs in Greater Boston 25000 Playworks Education EnergizedNew Bedford 638 South St Roslindale MA 02131 PC New Bedford Program 25000 Plimoth Plantation PO Box 1620 Plymouth MA 02360 PC Operating 10000 Prospect Hill Charter School 50 Essex St Cambridge MA 02139 PC College Access Persistence Program 25000 Regis College 235 Wellesley St Weston MA 02493 PC Scholarships 25000 Save the Harbor Save the Bay 212 Northern Ave Ste 304W Boston MA 02110 PC Youth Environmental Education Program 15000 Science Clubs for Girls 136 Magazine St No 2 Cambridge MA 02139 PC Operating 30000 Social Innovation Forum Two Oliver St Boston MA 02109 PC Operating 50000 Sociedad Latina Inc 1530 Tremont St Boston MA 02746 PC Viva la Cultural 20000 St Paul's Choir School 29 Mount Auburn St Cambridge MA 02062 PC Schrafft Scholars Program 20000 Strong Women Strong Girls 555 Armory St Ste 3R-3 Jamaica Plain MA 02130 PC Operating 5000 Tech Goes Home 867 Boylston St 5th Fl Boston MA 02116 PC Operating 5000 The 3 Point Foundation 1270 Soldiers Field Rd Brighton MA 02790 PC Operating 10000 The Arnold Arboretum of Harvard Studies 125 Arborway Boston MA 02130 PC Young Scientists 7500 The Base 150 Shirley St Roxbury MA 02119 PC Operating 10000 The Huntington Theatre Company 264 Huntington Ave Boston MA 02115 PC Huntington-Codman Academy Theatre Education 10000 The Institute of Contemporary ArtBoston 100 Northern Ave Boston MA 02115 PC Teen Programs 25000 The New Bedford Light Inc PO Box 80666 New Bedford MA 02748 PC Operating 10000 The Royal House Slave Quarters 15 George St Medford MA 02155 PC Operating 5000 The Steppingstone Foundation One Appleton St 4th Fl Boston MA 02116 PC Steppingstone Scholars Program 17500 Thompson Island Outward Bound Education Center Inc PO Box 127 Boston MA 02127 PC Connections Program-BPS Youth 12000 Trinity Boston Connects 206 Clarendon St Boston MA 02116 PC Trinity Education for Excellence Program 25000 Uaspire Inc 31 St James Ave Ste 520 Boston MA 02116 PC College Affordability Program Boston 20000 Waterfront Historic Area League 15 Johnny Cake Hill New Bedford MA 02740 PC Operating 40000 Wentworth Institute of Technology 550 Huntington Ave Boston MA 02115 PC Scholarships 25000 Westport Land Conservation Trust PO Box 3975 Westport MA 02790 PC Operating 15000 West End House Inc Boys & Girls 105 Allston St Allston MA 02134 PC Academic and College Success Program 35000 Westport River Watershed Alliance PO Box 3427 Westport MA 02790 PC Operating 5000 Women's Bar Foundation 105 Chauncy St Boston MA 02110 PC Operating 5000 Write Boston 2300 Washington St 6th Fl Boston MA 02119 PC Operating 25000 Young Man With a Plan 885 River St Hyde Park MA 02136 PC Operating 15000 Zumix 260 Summer St East Boston MA 02128 PC Creative Youth Development 25000 Community Foundation of Southeastern Massachusetts 128 Union St Ste 403 New Bedford MA 02740 PC Operating 50000 1992000 14 181 14 876571 18 2817495 Charitable Contributions Voided Check 01 2500 3696747 3696747 false false false false false false false false false false Accounting Legal Fees 11500 150M Home Depot Inc 3.25 2022-03-01 150672 150672 150M US Bancorp 2.95 2022-07-15 151778 151778 150M Celgene Corp 3.25 2022-08-15 151994 151994 10M ATT Pfd 5.35 260700 260700 10M Bank Amer Corp Pfd Ser HH 5.88 263300 263300 4M First Rep Bk San Francisco 5.50 107880 107880 10M Metlife Pfd Ser E 5.63 264000 264000 18000 Ishares Core US Aggregrate Bond Etf 2053440 2053440 150M Wells Fargo Co New 3.45 2023-02-13 154340 154340 150M CVS Caremark Corp. 3.38 2024-08-12 157671 157671 150M American Tower Corp New 2.95 2025-01-15 155823 155823 10M Nextera Energy Cap Hldgs Inc 5.65 277700 277700 6M Duke Energy Corp New Ser A 5.75 164160 164160 10M JP Morgan Chase Co Ser EE 6.00 272500 272500 10M Renaissancere Hldgs Pfd 5.75 263900 263900 6400 Vanguard Short Term Corporate Bond 520064 520064 8000 Vanguard Short Term Treasury 486640 486640 200M Roper Tech 3.65 2023-09-15 208214 208214 200M Thermo Fisher Scientific 1.22 2024-10-18 199812 199812 150M Eqyuinix Inc 2.63 2024-11-18 154588 154588 250M Viacom Inc 6.88 2036-04-30 358172 358172 5000 Ishares Floating Rate Bond 253650 253650 275 shares of Alphabet Inc Cl A 796686 796686 7682 shares of Altria Group 364050 364050 387 shares of Amazon.com 1290389 1290389 13051 shares of Apple 2317466 2317466 3106 shares of Berkshire Hathaway B 928694 928694 844 shares of Blackrock 772732 772732 3594 shares of Chevron 421756 421756 3021 shares of Cinn Financial Corp Ohio 344182 344182 8758 shares of Cisco Systems 554994 554994 1000 shares of Danaher Corp 329010 329010 2832 shares of Diageco Plc New SPSD 623436 623436 6901 shares of Dominion Energy Inc 542142 542142 1630 shares of Ecolab 382382 382382 3100 shares of Eog Res Inc 275373 275373 4000 shares of Fortive Corp 305160 305160 7452 shares of Intel 383778 383778 3560 shares of Lowes Companies Inc 920189 920189 10765 shares of Merck 825030 825030 6836 shares of Microsoft Corp 2299084 2299084 2241 shares of Norfolk Southern Corp 667168 667168 3897 shares of Paychex 531941 531941 10406 shares of Pfizer 614474 614474 1950 shares of Salesforce Com 495554 495554 1830 shares of Steris Plc United Kingdom 445440 445440 1500 shares of Verisk Analytics Inc CL A 343095 343095 16709 shares of Verizon Communications 868200 868200 2775 shares of Visa Inc Cl A 601370 601370 5060 shares of Abbvie Inc. 685124 685124 800 shares of Adobie Systems Inc. 453648 453648 1600 shares of American Tower Corp 468000 468000 500 shares of Costco Whls Corp 283850 283850 3443 shares of Crown Castle REIT 718692 718692 400 shares of Equinix Inc New 338336 338336 750 shares of Estee Lauder Companies 277650 277650 5670 shares of Mondelez Intl Inc 375978 375978 400 shares of OReilly Automotive 282492 282492 3486 shares of Philip Morris Intl 331170 331170 2656 shares of Target Corp 614705 614705 1000 shares of United Health Group Inc 502140 502140 5400 shares of Nextera Energy 504144 504144 3800 shares of Qualcomm Inc. 694906 694906 3500 shares of Starbucks Corp 409395 409395 2000 shares of Renaissancre Holdings 338660 338660 7649 shares of Fastenal Company 489995 489995 6395 shares of Franklin Resources Inc 214169 214169 3742 shares of Johnson and Johnson 640144 640144 2920 shares of Nestle SA Sponsored ADR 409880 409880 3955 shares of Texas Instruments 745399 745399 3067 shares of United Parcel Service CL B 657381 657381 2400 shares of First Rep Bk San Fran 495624 495624 1500 shares of Iqvia Holdings Inc 423210 423210 3440 shares of JP Morgan Chase 544724 544724 4390 shares of Lamb Weston Hldgs Inc 278238 278238 2000 shares of Paypal Holdings Inc 377160 377160 1000 shares of Watsco Inc 312880 312880 1964 shares of Air Prod Chemical Inc. 597566 597566 7651 shares of Comcast Corp Special Cl A 385075 385075 2500 shares of Fiserv Inc 259475 259475 500 shares of MSCI Inc Cl A 306345 306345 5353 shares of Nintendo Ltd ADR 312455 312455 4300 shares of Otis Worldwide 374401 374401 1000 shares of Public Storage Inc 374560 374560 800 shares of Stryker Corp 213936 213936 2000 shares of Waste Connections Inc 272540 272540 2500 shares of Xylem Inc 299800 299800 1600 shares of Meta Platform Inc 538160 538160 4804 shares of Progressive Corp Ohio 493131 493131 500 shares of ServiceNow Inc 324555 324555 3700 shares of Sysco Corp 290635 290635 Bio Ventures Investors IV FMV 564959 564959 Harmony Partners Fund I FMV 134872 134872 Harmony Partners Fund II FMV 521577 521577 Harmony Partners Fund III FMV 1141156 1141156 Increase in Deferred Taxes 68030 Office and Misc 3850 Other Expense from K-1 577 43 Charitable Contributions Voided Check 2500 Revaluation of Securities to Market Value 4894263 Deferred Federal Excise Taxes 187886 255916 Investment Fees 295265 295265 Grantmaking Services 13363 13363 MA Filing Fee and Excise 250 Payroll Taxes 2422 Foreign Taxes Paid 4401 4402 Federal Excise Tax 25000