WILLIAM E SCHRAFFT & BERTHA E SCHRAFFT CHARITABLE TRUST: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: WILLIAM E SCHRAFFT & BERTHA E SCHRAFFT CHARITABLE TRUST (EIN 04-6065605)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-10-24
IRS object ID: 202542979349100814
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-10-24T01:27:05-00:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	050431957	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Daniel J Rubiano CPA and Company	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	263 Walnut St	AddressLine1Txt
City	Fall River	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02720	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	046065605	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	William E Schrafft and Bertha E Schrafft Charitable Trust	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WILL	BusinessNameControlTxt
Phone	6174692271	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2 Liberty Square 5th Floor	AddressLine1Txt
City	Boston	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Kristen McCormack	PersonNm
Person Title	Trustee	PersonTitleTxt
Phone	6174692271	PhoneNum
Signature	2025-10-24	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Andrew Shabshelowitz	PreparerPersonNm
PTIN	P00939152	PTIN
Phone	5086722182	PhoneNum
Preparation	2025-10-24	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$47,553,512	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Interest On Sav Rev And Expnss	$24,397	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$24,397	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,361,910	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,361,910	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$15,082,454	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$52,365,623	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$15,082,454	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$16,468,761	TotalRevAndExpnssAmt
Total Net Invst Incm	$16,468,761	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$110,390	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$15,125	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$44,289	CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$228,334	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$219,334	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$228,551	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$4,726	TaxesNetInvstIncmAmt
Occupancy Rev And Expnss	$15,600	OccupancyRevAndExpnssAmt
Other Expenses Rev And Expnss	$16,590	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$722	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$599,465	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$239,907	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$44,289	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,156,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,156,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,755,465	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$239,907	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,200,289	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$13,713,296	ExcessRevenueOverExpensesAmt
Net Investment Income	$16,228,854	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,593,802	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$933,119	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$933,119	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$6,164,114	USGovernmentObligationsBOYAmt
Corporate Stock BOY	$31,578,524	CorporateStockBOYAmt
Corporate Bonds BOY	$2,878,699	CorporateBondsBOYAmt
Other Investments BOY	$2,284,946	OtherInvestmentsBOYAmt
Other Investments EOY	$46,620,393	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$46,620,393	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$44,500,085	TotalAssetsBOYAmt
Total Assets EOY	$47,553,512	TotalAssetsEOYAmt
Total Assets EOYFMV	$47,553,512	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$181,036	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$32,864	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$181,036	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$32,864	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$44,319,049	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$47,520,648	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$44,319,049	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$47,520,648	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$44,500,085	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$47,553,512	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$44,319,049	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$13,713,296	ExcessRevenueOverExpensesAmt
Other Increases	$148,172	OtherIncreasesAmt
Subtotal	$58,180,517	SubtotalAmt
Other Decreases	$10,659,869	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$47,520,648	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded Securities	$52,187,886	$37,244,488	$14,943,398	$14,943,398
From K-1s	$177,737		$177,737	$177,737
Loss on Revaluation of Harmony Partners I		$38,681	-$38,681	-$38,681

Field	Value	IRS element (for citing)
Capital Gain Net Income	$15,082,454	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$225,581	InvestmentIncomeExciseTaxAmt
Subtotal	$225,581	SubtotalAmt
Tax Based On Investment Income	$225,581	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$228,297	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$228,297	TotalPaymentsAndCreditsAmt
Original Return Tax Paid	$228,297	OriginalReturnTaxPaidAmt
Overpayment	$2,716	OverpaymentAmt
Applied To ES Tax	$2,716	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	schrafftcharitable.org	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Shabshelowitz & Co CPA's	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5086722182	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	263 Walnut St	AddressLine1Txt
City	Fall River	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02720	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Lavinia B Chase
2 Liberty Square 5th Floor	Boston	MA	02109	Trustee	004.00	$11,250
Kristen J McCormack
2 Liberty Square 5th Floor	Boston	MA	02109	Trustee	020.00	$20,000
Karen Faulkner
2 Liberty Square 5th Floor	Boston	MA	02109	Executive Director	040.00	$49,140
Joseph Corrado
2 Liberty Square 5th Floor	Boston	MA	02109	Trustee	006.00	$15,000
Lily E Mendez
2 Liberty Square 5th Floor	Boston	MA	02109	Trustee	005.00	$15,000

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
Middleton & Co
600 Atlantic Avenue	Boston	MA	02210	Investment Advisors	$51,233
Merrill Lynch
75 Rockefeller Plaza	New York	NY	10019	Investment Advisors	$72,159

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$43,530,578	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,258,979	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$46,789,557	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$46,789,557	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$701,843	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$46,087,714	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,304,386	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,304,386	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$225,581	TaxBasedOnInvestmentIncomeAmt
Total Tax	$225,581	TotalTaxAmt
Distributable Before Adj	$2,078,805	DistributableBeforeAdjAmt
Distributable Before Ded	$2,078,805	DistributableBeforeDedAmt
Distributable As Adjusted	$2,078,805	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,200,289	ExpensesAndContributionsAmt
Qualifying Distributions	$2,200,289	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,078,805	DistributableAsAdjustedAmt
Undistributed Income PY	$338,255	UndistributedIncomePYAmt
Qualifying Distributions	$2,200,289	QualifyingDistributionsAmt
Applied To Year1	$338,255	AppliedToYear1Amt
Applied To Current Year	$1,862,034	AppliedToCurrentYearAmt
Undistributed Income CY	$216,771	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	None	ContributingManagerNm
Shareholder Manager	None	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	Karen Faulkner	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 Liberty Square 5th Floor	AddressLine1Txt
City	Boston	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6173384624	RecipientPhoneNum
Form And Info And Materials	Please see www.schrafftcharitable.org	FormAndInfoAndMaterialsTxt
Submission Deadlines	None	SubmissionDeadlinesTxt
Restrictions On Awards	Generally must be a Massachusetts tax exempt organization in existance for at least three years	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
826 Boston
3035 Washington St	Roxbury	MA	02119	PC	After School Writing Tutoring Program	$20,000
3Point Foundation
270 Soldiers Field Rd	Boston	MA	02135	PC	Operating	$20,000
All Dorchester Sports & Leadership
1565 Dorchester Ave	Dorchester	MA	02122	PC	After School Out of School Sports	$10,000
Artists for Humanity
100 W 2nd St	Boston	MA	02127	PC	Youth Arts Enterprise	$30,000
Ballet Theatre of Boston
400 Harvard St	Cambridge	MA	02138	PC	Arts Education Programming in Dorchester	$25,000
Big Sister Assoc of Greater Boston
20 Park Plaza	Boston	MA	02116	PC	Mentoring Bostons Girls	$30,000
Bikes Not Bombs
284 Armory St	Jamaica Plains	MA	02130	PC	Using Bicycle to Advance Economic Mobility	$25,000
Boston Arts Academy Foundation
126 Brookline Ave 3rd Fl	Boston	MA	02215	PC	General Operating Support	$30,000
Boston Ballet
19 Clarendon St	Boston	MA	02116	PC	Citydance	$15,000
Boston Children's Museum
308 Congress St	Boston	MA	02210	PC	Helping Hands Fund	$25,000
Boston Chinatown Neighborhood Center
38 Ash St	Boston	MA	02111	PC	Youth Center	$20,000
Boston City Singers
17 Waldeck St	Dorchester	MA	02124	PC	Closing the Achievement Gap	$25,000
Boston Food Forest Coalition
1452 Dorchester Ave	Boston	MA	02130	PC	Operating	$1,000
Boston Higher Education Resource Center
62 Northhampton St	Boston	MA	02118	PC	Operating	$20,000
Boston Scores
150 Byron St	East Boston	MA	02128	PC	Operating	$25,000
Boston Symphony
301 Massachusetts Ave	Boston	MA	02115	PC	Operating	$5,000
Boys & Girls Clubs of Boston
200 High St Suite 3B	Boston	MA	02110	PC	Operating	$30,000
Boys & Girls Clubs of Dorchester
1135 Dorchester Ave	Dorchester	MA	02125	PC	Operating	$20,000
Breakthrough Greater Boston
101 Rogers St Suite 2A	Cambridge	MA	02142	PC	Operating 3 Year Gift	$100,000
Bridge Over Troubled Waters
47 West St Floor 2	Boston	MA	02111	PC	Youth Development Pathways from Homelessness	$30,000
Cantata Singers
292 Newbury St No 328	Boston	MA	02115	PC	Classroom cantatas	$16,000
Catholic Schools Foundation
67 Batterymarch St 6th Floor	Boston	MA	02110	PC	Building Minds Scholarship	$25,000
Celebrity Series of Boston
20 Park Plaza	Boston	MA	02116	PC	Arts for All Youth Programs	$40,000
Chica Project
1266 Furnace Brook Pkwy	Quincy	MA	02169	PC	Youth Development	$20,000
CitySprouts Inc
1035 Cambridge St Ste 6	Cambridge	MA	02141	PC	Operating	$25,000
Coaching4Change
427 Winthrop St	Taunton	MA	02780	PC	College Mentors for K-12 Students	$20,000
Coastal Foodshed
127 W Rodney French Blvd	New Bedford	MA	02744	PC	Operating	$10,000
Codman Academy Foundation
637 Washington St	Boston	MA	02124	PC	Theatre Arts Education	$25,000
Community Art Center Inc
119 Windsor St	Cambridge	MA	02139	PC	Arts Culture	$20,000
Community Boat Building
21 Liberty Dr	Boston	MA	02210	PC	FY 25	$15,000
Community Economic Development Center of Southern Mass
1285 Acushnet Ave	New Bedford	MA	02746	PC	Operating	$35,000
Community Music Center of Boston
34 Warren Ave	Boston	MA	02116	PC	Community Engagement Youth Programs	$25,000
Conservatory Lab Charter School
395 Columbia Rd	Dorchester	MA	02125	PC	Daily Music Instruction Program	$25,000
Cristo Rey Boston High School
100 Savin Hill Ave	Boston	MA	02125	PC	Operating	$40,000
Doc Wayne Youth Services Inc
418 Commonwealth Ave	Boston	MA	02215	PC	Therapy Programs	$30,000
Dream Out Loud Center
127 W Rodney French Blvd	New Bedford	MA	02744	PC	Arts Culture	$25,000
Edvestors
145 Berkeley St Ste 410	Boston	MA	02116	PC	2nd Payment 3-Year Gift	$75,000
EVkids Inc
218 Adams St No 220502	Boston	MA	02122	PC	Tutoring Underserved Youth	$25,000
Farrington Nature Linc
291 Cambridge Tpke	Lincoln	MA	01773	PC	Operating	$30,000
First Connections
160 Gould St Ste 300	Needham	MA	02494	PC	Operating	$20,000
Friends of Children
184 Dudley St Ste 100	Roxbury	MA	02119	PC	Operating	$20,000
Haley House
23 Dartmouth St	Boston	MA	02116	PC	Take Back The Kitchen	$15,000
Hyde Square Task Force Inc
30 Sunnyside St	Jamaica Plain	MA	02130	PC	Youth in Action	$20,000
Immigrant Assistant Center
58 Crapo St	New Bedford	MA	02740	PC	Operating	$20,000
Innovators for Purposes
825 Main St	Acton	MA	01720	PC	Education	$21,000
Inquilinos Boricuas en Accion Inc
2 San Juan St	Boston	MA	02118	PC	Youth Development Project	$20,000
Institute of Contemporary Art
25 Harbor Shore Drive	Boston	MA	02210	PC	Teen Education Programs	$25,000
Lawrence Community Works Movement City Team
168 Newbury St	Lawrence	MA	01841	PC	Operating	$10,000
Level Ground Mixed Martial Arts
PO Box 220676	Boston	MA	02122	PC	Operating	$1,000
LiveARTS
148 Stearns Ave	Mansfield	MA	02048	PC	Operating	$1,000
Manomet Conservation Sciences
125 Manomet Point Rd	Plymouth	MA	02360	PC	Operating	$10,000
Many Hands Sustainability Center
411 Sheldon Rd	Barre	MA	01005	PC	Operating	$2,500
Marion Institute-GROW Education
202 Spring St	Marion	MA	02738	PC	Operating	$5,000
Mass Poetry
c/o Grub St 50 Liberty Dr	Boston	MA	02210	PC	Operating	$1,000
MA Assoc for the Blind and Visually Impaired
200 Ivy St	Brookline	MA	02446	PC	Operating	$15,000
MA Design Art Technology Institute
1213 Purchase St Ste 206	New Bedford	MA	02740	PC	DATMA in Classroom	$10,000
MA Mentoring Project
75 Kneeland St	Boston	MA	02111	PC	Operating	$25,000
Mattapan Food & Fitness Coalition
1613 Blue Hill Ave	Mattapan	MA	02126	PC	Vigorous Youth Program	$15,000
Mattapoisett Land Trust
34 Barstow St	Mattapoisett	MA	02739	PC	Operating	$15,000
Mill City Grows
650 Suffolk St G10	Lowell	MA	01854	PC	Youth Food Justice Education	$35,000
Minds Matter
185 Devonshire St	Boston	MA	02110	PC	Operating	$25,000
MissionSAFE
1514A Dorchester Ave	Dorchester	MA	02122	PC	The Next Decade	$15,000
More Than Words
56 Felton St	Waltham	MA	02453	PC	Career Services Program	$30,000
Mothers Milk
377 Elliot St	Newton Upper	MA	02464	PC	Operating	$15,000
Museum of Fine Arts
465 Huntington Ave	Boston	MA	02115	PC	Operating	$5,000
Mystic River Watershed Association
20 Academy St Ste 306	Arlington	MA	02476	PC	Mission Safe Success Coaching	$25,000
Neighborhood House Charter School
21 Queen St	Dorchester	MA	02122	PC	High School Rigor Connection	$25,000
New Bedford Creative
1213 Purchase St 2nd Fl	New Bedford	MA	02740	PC	Operating	$5,000
New Bedford Light
127 W Rodney French Blvd	New Bedford	MA	02744	PC	Operating	$37,500
New England Aquarium
Central Wharf	Boston	MA	02110	PC	Reimagine our Youth Programs	$25,000
New England Blacks in Philanthropy
101 Federal St	Boston	MA	02210	PC	Operating	$1,000
The New Bedford Whaling Museum
18 Johnny Cake Hill	New Bedford	MA	02740	PC	Museum Access Underserved Youth	$30,000
Our Sisters School
145 Brownell Ave	New Bedford	MA	02740	PC	Operating	$10,000
Outside Mind
203 Washington St Box 217	Salem	MA	01970	PC	Operating	$10,000
Philanthropy Massachusetts
133 Federal St Suite 802	Boston	MA	02110	PC	The Summer Program	$90,000
Prospect Hill Academy Charter School
50 Essex St	Cambridge	MA	02139	PC	College Career Dual Enrollment	$25,000
Save the Harbor Save the Bay
212 Northern Ave Suite 304	W Boston	MA	02210	PC	Watershed Education	$15,000
Science Club for Girls
136 Magazine St	Cambridge	MA	02139	PC	STEM Education Mentoring	$35,000
Second Chance Cars
1211 Main St 2nd Fl	Concord	MA	01742	PC	Operating	$1,000
Shelter Music Boston
1337 Massachusetts Ave No 116	Arlington	MA	02476	PC	Operating	$10,000
Shooting Touch
65 Sprague St	Boston	MA	02136	PC	Operating	$15,000
Silver Lining Mentoring
PO Box 541497	Waltham	MA	02454	PC	Build-A-Match	$20,000
Sociedad Latina
1530 Tremont St	Roxbury	MA	02120	PC	Viva La Cultura	$25,000
Speak for the Trees
60 Clayton St No 201	Dorchester	MA	02122	PC	Operating	$1,000
St Stephen's Youth Programs
419 Shawmut Ave	Boston	MA	02025	PC	B-Ready B-Safe	$25,000
Strong Women Strong Girls Boston
89 South St LL02	Boston	MA	02111	PC	Mentoring Program	$15,000
The Epiphany School Inc
154 Centre St	Boston	MA	02124	PC	Operating	$20,000
The Food Project
10 Lewis St	Dorchester	MA	01773	PC	Youth Programs	$30,000
The Huntington Theatre Company
560 Harrison Ave Ste 504	Lincoln	MA	02118	PC	Matinee Series	$15,000
The Jar
29 Fayette St Unit G2	Boston	MA	02116	PC	Operating	$1,000
The Steppingstone Foundation
One Appleton St 4th Fl	Boston	MA	02116	PC	Scholars Program	$20,000
Third Sector NE fbo Future Chefs
305 Blue Hill Ave	Boston	MA	02121	PC	School to Career Program	$20,000
Trinity Boston Connects
305 Blue Hill Ave	Roxbury	MA	02121	PC	School to Career Program	$25,000
UAspire
206 Clarendon St	Boston	MA	02116	PC	Trinity Education for Excellence	$20,000
West End House
6 Liberty Sq No 98549	Boston	MA	02109	PC	College Affordability	$30,000
Write Boston
105 Allston St	Allston	MA	02134	PC	Youth Adult Programs	$30,000
Young Man With Plan
2300 Washington St	Roxbury	MA	02119	PC	WriteBoston	$1,000
Young Mens Christian Assoc Southcoast
11787 River St	Hyde Park	MA	02136	PC	Operating	$30,000
Youth Opportunities Limited
128 Union St	New Bedford	MA	02740	PC	YMCA Preschool Afterschool	$10,000
ZUMIX
224 Brock Ave	New Bedford	MA	02744	PC	Operating	$30,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,156,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$24,397	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,361,910	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$15,082,454	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$16,468,761	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$16,468,761	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
Bio Ventures Investors IV	FMV	$656,774	$656,774
Harmony Partners Fund II	FMV	$396,218	$396,218
Harmony Partners Fund III	FMV	$679,163	$679,163
Harmony Partners Fund V	FMV	$980,363	$980,363
140708.825 Fidelity Intl Index Fund	FMV	$6,689,298	$6,689,298
204.19 Fidelity 500 Index Fund	FMV	$21,819,633	$21,819,633
93857.036 Blackrock Advantage SmidCapFund	FMV	$2,770,660	$2,770,660
530639.465 Fidelity Total Bond	FMV	$4,988,011	$4,988,011
151774.016 Fidelity Inflat-Prot Bd Index Fund	FMV	$1,349,271	$1,349,271
142898.50 Fid L/T Treasury Bond Index Fund	FMV	$1,310,379	$1,310,379
497564.776 Baird Core Plus Bond Institutional	FMV	$4,980,623	$4,980,623

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Revaluation of Securities	Desc
Amt	$10,659,869	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
Office and Misc	$11,659
Other Expense from K-1	$4,931	$722

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	Decrease in Deferred Income Taxes	Desc
Amt	$148,172	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	Deferred Federal Excise Taxes	Desc
BOY Book Value	$181,036	BOYBookValueAmt
EOY Book Value	$32,864	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
Investment Fees	$219,334	$219,334
Legal Fees	$500
Artists for Humanity	$8,500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
Payroll Taxes	$3,825
Foreign Taxes Paid	$4,726	$4,726
Federal Excise Paid on Investment Income	$220,000