2025-10-24T01:27:05-00:00 2024-12-31 050431957 Daniel J Rubiano CPA and Company 263 Walnut St Fall River MA 02720 990PF 2024-01-01 046065605 William E Schrafft and Bertha E Schrafft Charitable Trust WILL 6174692271 2 Liberty Square 5th Floor Boston MA 02109 Kristen McCormack Trustee 6174692271 2025-10-24 true Andrew Shabshelowitz P00939152 5086722182 2025-10-24 2024 2025-03-06 01:10:19Z X 47553512 X 24397 24397 1361910 1361910 15082454 52365623 15082454 16468761 16468761 110390 15125 44289 228334 219334 228551 4726 15600 16590 722 599465 239907 44289 2156000 2156000 2755465 239907 2200289 13713296 16228854 1593802 933119 933119 6164114 31578524 2878699 2284946 46620393 46620393 44500085 47553512 47553512 181036 32864 181036 32864 X 44319049 47520648 44319049 47520648 44500085 47553512 44319049 13713296 148172 58180517 10659869 47520648 Publicly Traded Securities 52187886 37244488 14943398 14943398 From K-1s 177737 177737 177737 Loss on Revaluation of Harmony Partners I 38681 -38681 -38681 15082454 225581 225581 225581 228297 228297 228297 2716 2716 false 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 Lavinia B Chase 2 Liberty Square 5th Floor Boston MA 02109 Trustee 004.00 11250 Kristen J McCormack 2 Liberty Square 5th Floor Boston MA 02109 Trustee 020.00 20000 Karen Faulkner 2 Liberty Square 5th Floor Boston MA 02109 Executive Director 040.00 49140 Joseph Corrado 2 Liberty Square 5th Floor Boston MA 02109 Trustee 006.00 15000 Lily E Mendez 2 Liberty Square 5th Floor Boston MA 02109 Trustee 005.00 15000 NONE Middleton & Co 600 Atlantic Avenue Boston MA 02210 Investment Advisors 51233 Merrill Lynch 75 Rockefeller Plaza New York NY 10019 Investment Advisors 72159 N/A 0 N/A 43530578 3258979 0 46789557 46789557 701843 46087714 2304386 2304386 225581 225581 2078805 2078805 2078805 2200289 2200289 2078805 338255 2200289 338255 1862034 216771 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 20000 3Point Foundation 270 Soldiers Field Rd Boston MA 02135 PC Operating 20000 All Dorchester Sports & Leadership 1565 Dorchester Ave Dorchester MA 02122 PC After School Out of School Sports 10000 Artists for Humanity 100 W 2nd St Boston MA 02127 PC Youth Arts Enterprise 30000 Ballet Theatre of Boston 400 Harvard St Cambridge MA 02138 PC Arts Education Programming in Dorchester 25000 Big Sister Assoc of Greater Boston 20 Park Plaza Boston MA 02116 PC Mentoring Bostons Girls 30000 Bikes Not Bombs 284 Armory St Jamaica Plains MA 02130 PC Using Bicycle to Advance Economic Mobility 25000 Boston Arts Academy Foundation 126 Brookline Ave 3rd Fl Boston MA 02215 PC General Operating Support 30000 Boston Ballet 19 Clarendon St Boston MA 02116 PC Citydance 15000 Boston Children's Museum 308 Congress St Boston MA 02210 PC Helping Hands Fund 25000 Boston Chinatown Neighborhood Center 38 Ash St Boston MA 02111 PC Youth Center 20000 Boston City Singers 17 Waldeck St Dorchester MA 02124 PC Closing the Achievement Gap 25000 Boston Food Forest Coalition 1452 Dorchester Ave Boston MA 02130 PC Operating 1000 Boston Higher Education Resource Center 62 Northhampton St Boston MA 02118 PC Operating 20000 Boston Scores 150 Byron St East Boston MA 02128 PC Operating 25000 Boston Symphony 301 Massachusetts Ave Boston MA 02115 PC Operating 5000 Boys & Girls Clubs of Boston 200 High St Suite 3B Boston MA 02110 PC Operating 30000 Boys & Girls Clubs of Dorchester 1135 Dorchester Ave Dorchester MA 02125 PC Operating 20000 Breakthrough Greater Boston 101 Rogers St Suite 2A Cambridge MA 02142 PC Operating 3 Year Gift 100000 Bridge Over Troubled Waters 47 West St Floor 2 Boston MA 02111 PC Youth Development Pathways from Homelessness 30000 Cantata Singers 292 Newbury St No 328 Boston MA 02115 PC Classroom cantatas 16000 Catholic Schools Foundation 67 Batterymarch St 6th Floor Boston MA 02110 PC Building Minds Scholarship 25000 Celebrity Series of Boston 20 Park Plaza Boston MA 02116 PC Arts for All Youth Programs 40000 Chica Project 1266 Furnace Brook Pkwy Quincy MA 02169 PC Youth Development 20000 CitySprouts Inc 1035 Cambridge St Ste 6 Cambridge MA 02141 PC Operating 25000 Coaching4Change 427 Winthrop St Taunton MA 02780 PC College Mentors for K-12 Students 20000 Coastal Foodshed 127 W Rodney French Blvd New Bedford MA 02744 PC Operating 10000 Codman Academy Foundation 637 Washington St Boston MA 02124 PC Theatre Arts Education 25000 Community Art Center Inc 119 Windsor St Cambridge MA 02139 PC Arts Culture 20000 Community Boat Building 21 Liberty Dr Boston MA 02210 PC FY 25 15000 Community Economic Development Center of Southern Mass 1285 Acushnet Ave New Bedford MA 02746 PC Operating 35000 Community Music Center of Boston 34 Warren Ave Boston MA 02116 PC Community Engagement Youth Programs 25000 Conservatory Lab Charter School 395 Columbia Rd Dorchester MA 02125 PC Daily Music Instruction Program 25000 Cristo Rey Boston High School 100 Savin Hill Ave Boston MA 02125 PC Operating 40000 Doc Wayne Youth Services Inc 418 Commonwealth Ave Boston MA 02215 PC Therapy Programs 30000 Dream Out Loud Center 127 W Rodney French Blvd New Bedford MA 02744 PC Arts Culture 25000 Edvestors 145 Berkeley St Ste 410 Boston MA 02116 PC 2nd Payment 3-Year Gift 75000 EVkids Inc 218 Adams St No 220502 Boston MA 02122 PC Tutoring Underserved Youth 25000 Farrington Nature Linc 291 Cambridge Tpke Lincoln MA 01773 PC Operating 30000 First Connections 160 Gould St Ste 300 Needham MA 02494 PC Operating 20000 Friends of Children 184 Dudley St Ste 100 Roxbury MA 02119 PC Operating 20000 Haley House 23 Dartmouth St Boston MA 02116 PC Take Back The Kitchen 15000 Hyde Square Task Force Inc 30 Sunnyside St Jamaica Plain MA 02130 PC Youth in Action 20000 Immigrant Assistant Center 58 Crapo St New Bedford MA 02740 PC Operating 20000 Innovators for Purposes 825 Main St Acton MA 01720 PC Education 21000 Inquilinos Boricuas en Accion Inc 2 San Juan St Boston MA 02118 PC Youth Development Project 20000 Institute of Contemporary Art 25 Harbor Shore Drive Boston MA 02210 PC Teen Education Programs 25000 Lawrence Community Works Movement City Team 168 Newbury St Lawrence MA 01841 PC Operating 10000 Level Ground Mixed Martial Arts PO Box 220676 Boston MA 02122 PC Operating 1000 LiveARTS 148 Stearns Ave Mansfield MA 02048 PC Operating 1000 Manomet Conservation Sciences 125 Manomet Point Rd Plymouth MA 02360 PC Operating 10000 Many Hands Sustainability Center 411 Sheldon Rd Barre MA 01005 PC Operating 2500 Marion Institute-GROW Education 202 Spring St Marion MA 02738 PC Operating 5000 Mass Poetry c/o Grub St 50 Liberty Dr Boston MA 02210 PC Operating 1000 MA Assoc for the Blind and Visually Impaired 200 Ivy St Brookline MA 02446 PC Operating 15000 MA Design Art Technology Institute 1213 Purchase St Ste 206 New Bedford MA 02740 PC DATMA in Classroom 10000 MA Mentoring Project 75 Kneeland St Boston MA 02111 PC Operating 25000 Mattapan Food & Fitness Coalition 1613 Blue Hill Ave Mattapan MA 02126 PC Vigorous Youth Program 15000 Mattapoisett Land Trust 34 Barstow St Mattapoisett MA 02739 PC Operating 15000 Mill City Grows 650 Suffolk St G10 Lowell MA 01854 PC Youth Food Justice Education 35000 Minds Matter 185 Devonshire St Boston MA 02110 PC Operating 25000 MissionSAFE 1514A Dorchester Ave Dorchester MA 02122 PC The Next Decade 15000 More Than Words 56 Felton St Waltham MA 02453 PC Career Services Program 30000 Mothers Milk 377 Elliot St Newton Upper MA 02464 PC Operating 15000 Museum of Fine Arts 465 Huntington Ave Boston MA 02115 PC Operating 5000 Mystic River Watershed Association 20 Academy St Ste 306 Arlington MA 02476 PC Mission Safe Success Coaching 25000 Neighborhood House Charter School 21 Queen St Dorchester MA 02122 PC High School Rigor Connection 25000 New Bedford Creative 1213 Purchase St 2nd Fl New Bedford MA 02740 PC Operating 5000 New Bedford Light 127 W Rodney French Blvd New Bedford MA 02744 PC Operating 37500 New England Aquarium Central Wharf Boston MA 02110 PC Reimagine our Youth Programs 25000 New England Blacks in Philanthropy 101 Federal St Boston MA 02210 PC Operating 1000 The New Bedford Whaling Museum 18 Johnny Cake Hill New Bedford MA 02740 PC Museum Access Underserved Youth 30000 Our Sisters School 145 Brownell Ave New Bedford MA 02740 PC Operating 10000 Outside Mind 203 Washington St Box 217 Salem MA 01970 PC Operating 10000 Philanthropy Massachusetts 133 Federal St Suite 802 Boston MA 02110 PC The Summer Program 90000 Prospect Hill Academy Charter School 50 Essex St Cambridge MA 02139 PC College Career Dual Enrollment 25000 Save the Harbor Save the Bay 212 Northern Ave Suite 304 W Boston MA 02210 PC Watershed Education 15000 Science Club for Girls 136 Magazine St Cambridge MA 02139 PC STEM Education Mentoring 35000 Second Chance Cars 1211 Main St 2nd Fl Concord MA 01742 PC Operating 1000 Shelter Music Boston 1337 Massachusetts Ave No 116 Arlington MA 02476 PC Operating 10000 Shooting Touch 65 Sprague St Boston MA 02136 PC Operating 15000 Silver Lining Mentoring PO Box 541497 Waltham MA 02454 PC Build-A-Match 20000 Sociedad Latina 1530 Tremont St Roxbury MA 02120 PC Viva La Cultura 25000 Speak for the Trees 60 Clayton St No 201 Dorchester MA 02122 PC Operating 1000 St Stephen's Youth Programs 419 Shawmut Ave Boston MA 02025 PC B-Ready B-Safe 25000 Strong Women Strong Girls Boston 89 South St LL02 Boston MA 02111 PC Mentoring Program 15000 The Epiphany School Inc 154 Centre St Boston MA 02124 PC Operating 20000 The Food Project 10 Lewis St Dorchester MA 01773 PC Youth Programs 30000 The Huntington Theatre Company 560 Harrison Ave Ste 504 Lincoln MA 02118 PC Matinee Series 15000 The Jar 29 Fayette St Unit G2 Boston MA 02116 PC Operating 1000 The Steppingstone Foundation One Appleton St 4th Fl Boston MA 02116 PC Scholars Program 20000 Third Sector NE fbo Future Chefs 305 Blue Hill Ave Boston MA 02121 PC School to Career Program 20000 Trinity Boston Connects 305 Blue Hill Ave Roxbury MA 02121 PC School to Career Program 25000 UAspire 206 Clarendon St Boston MA 02116 PC Trinity Education for Excellence 20000 West End House 6 Liberty Sq No 98549 Boston MA 02109 PC College Affordability 30000 Write Boston 105 Allston St Allston MA 02134 PC Youth Adult Programs 30000 Young Man With Plan 2300 Washington St Roxbury MA 02119 PC WriteBoston 1000 Young Mens Christian Assoc Southcoast 11787 River St Hyde Park MA 02136 PC Operating 30000 Youth Opportunities Limited 128 Union St New Bedford MA 02740 PC YMCA Preschool Afterschool 10000 ZUMIX 224 Brock Ave New Bedford MA 02744 PC Operating 30000 2156000 14 24397 14 1361910 18 15082454 16468761 16468761 false false false false false false false false false false Bio Ventures Investors IV FMV 656774 656774 Harmony Partners Fund II FMV 396218 396218 Harmony Partners Fund III FMV 679163 679163 Harmony Partners Fund V FMV 980363 980363 140708.825 Fidelity Intl Index Fund FMV 6689298 6689298 204.19 Fidelity 500 Index Fund FMV 21819633 21819633 93857.036 Blackrock Advantage SmidCapFund FMV 2770660 2770660 530639.465 Fidelity Total Bond FMV 4988011 4988011 151774.016 Fidelity Inflat-Prot Bd Index Fund FMV 1349271 1349271 142898.50 Fid L/T Treasury Bond Index Fund FMV 1310379 1310379 497564.776 Baird Core Plus Bond Institutional FMV 4980623 4980623 Revaluation of Securities 10659869 Office and Misc 11659 Other Expense from K-1 4931 722 Decrease in Deferred Income Taxes 148172 Deferred Federal Excise Taxes 181036 32864 Investment Fees 219334 219334 Legal Fees 500 Artists for Humanity 8500 Payroll Taxes 3825 Foreign Taxes Paid 4726 4726 Federal Excise Paid on Investment Income 220000