2024-09-01T07:47:45-00:00 2023-12-31 042650043 Shabshelowitz & Co CPAs 263 Walnut St Fall River MA 02720 990PF 2023-01-01 046065605 William E Schrafft and Bertha E Schrafft Charitable Trust WILL 6174692271 2 Liberty Square 5th Floor Boston MA 02109 Kristen McCormack Trustee 6174692271 2024-09-01 true Andrew Shabshelowitz P00939152 5086722182 2024-09-01 X 2023 2024-08-08 14:25:15Z X 44500085 X 58840 58840 950331 950331 899057 7178688 899057 1908228 1908228 107500 12750 56500 349376 318376 8081 4389 18000 24277 375 507234 335890 56500 2009500 2009500 2516734 335890 2066000 -608506 1572338 1732200 1593802 1593802 4521633 6164114 6164114 29514816 31578524 31578524 3902220 2878699 2878699 2206664 2284946 2284946 41877533 44500085 44500085 136124 181036 136124 181036 X 41741409 44319049 41741409 44319049 41877533 44500085 41741409 -608506 3231058 44363961 44912 44319049 Publicly Traded Securities 7178688 6238699 939989 939989 From K-1s 40932 -40932 -40932 899057 21855 21855 21855 30152 30152 30152 8297 8297 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 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 Lily E Mendez 2 Liberty Square 5th Floor Boston MA 02109 Trustee 003.00 17500 NONE Middleton & Co 600 Atlantic Avenue Boston MA 02210 Investment Advisors 98172 Merrill Lynch 75 Rockefeller Plaza New York NY 10019 Investment Advisors 115038 N/A 0 N/A 41501351 1538722 0 43040073 43040073 645601 42394472 2119724 2119724 21855 21855 2097869 2097869 2097869 2066000 2066000 2097869 306386 2066000 306386 1759614 338255 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 18 Degrees 480 West St Pittsfield MA 01201 PC Operating 6000 3 Point Foundation 57 Beresford Road Chestnut Hill MA 021351003 PC Operating 10000 826 Boston 3035 Washington St Roxbury MA 02119 PC After School Writing Tutoring 20000 African Community Education Program 484 Main St Worcester MA 01608 PC Operating 6000 All Dorchester Sports and Leadership 1565 Dorchester Ae Dorchester MA 02122 PC After School Out of School Youth Programs 10000 Appalachian Mountain Club 10 City Square Boston MA 02129 PC Operating 10000 Artists for Humanity 100 West Second St Boston MA 02127 PC Youth Arts Enterprise 20000 Benjamin Franklin Cummings Institute of Technology 41 Berkeley St Boston MA 02116 PC Early College 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Scores 29 Germania St Boston MA 02130 PC Leadership in Action 17500 Boston Symphony Orchestra Inc 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 Club of Dorchester Inc 1135 Dorchester Ave Dorchester MA 02125 PC Operating 30000 Breakthrough Greater Boston 101 Rogers St Suite 2A Cambridge MA 02142 PC Operating 100000 Bridge Over Troubled Waters 47 West St Boston MA 02111 PC Pathways from Homeless to Self-Sufficiency 25000 Build Greater Boston co We Work 711 Atlantic Avenue Boston MA 02111 PC Operating 6000 Cantata Singers 292 Newbury St 328 Boston MA 02115 PC Elementary School Classroom Cantatas 15000 Catholic Schools Foundation Inc 67 Batterymarch St 6th Fl Boston MA 02110 PC Inner-City Scholarship Fund 35000 Celebrity Series of Boston 20 Park Plaza Ste 1032 Boston MA 02116 PC Youth Programs 35000 Chica Project 1266 Furnace Brook Pkwy Quincy MA 02169 PC School-Based Programming 21000 Coaching for Change 427 Winthrop St Taunton MA 02780 PC Student Mentoring in New Bedford 15000 Codman Academy Charter Public School 637 Washington St Dorchester MA 02124 PC Theatre Art Education 30000 Community Art Center Inc 119 Windsor St Cambridge MA 02139 PC Teen Programming 20000 Community Boat Building 21 Liberty Drive Boston MA 02210 PC Operating 15000 Community Boating Center Inc 1641 Padanarum Ave New Bedford MA 02740 PC Operating 10000 Community Boating Center of New Bedford 1641 Padanarum Ave New Bedford MA 02740 PC Operating 25000 Community Economic Development Center of Southeastern MA 1285 Acushnet Ave New Bedford MA 02746 PC Operating 25000 Community Music Center of Boston 34 Warren Ave Boston MA 02116 PC Operating 20000 Cristo Rey Boston High School 100 Savin Hill Ave Boston MA 02125 PC Operating 35000 The Center for Independent Documentary Inc PO Box 95216 Newton MA 02495 PC Operating 5000 Doc Wayne Youth Services Inc 418 Commonwealth Ave Boston MA 02215 PC Operating 30000 Dream Out Loud Center 127 West Rodney French Blvd 214 New Bedford MA 02744 PC Operating 20000 East Boston Community Council 282 Meridian St Boston MA 02128 PC Operating 15000 Edvestors 140 Clarendon St Suite 401 Boston MA 02116 PC Powering Equity Work 75000 Evkids Inc 218 Adams St No 220502 Boston MA 02122 PC Operating 26000 Franklin County Dial-Self Inc 196 Federal St Greenfield MA 01301 PC Operating 6000 Freedom House Inc 5 Crawford St Dorchester MA 02121 PC PUSH 10000 Friends of St Stephen's Youth Program 419 Shawmut St Boston MA 02118 PC B-Ready B-Safe 25000 Future Chefs 305 Blue Hill Ave Boston MA 02121 PC School to Career Program 15000 Girls Inc of the Valley PO Box 6812 Holyoke MA 01041 PC Operating 6000 Hale Education Inc 80 Carby St Westwood MA 02090 PC Operating 15000 Horizons for Homeless Children Inc 1785 Columbus Ave Roxbury MA 02119 PC Operating 10000 House of Possibilities Inc (HOPE) 350 Washington St North Easton MA 02356 PC Operating 10000 Immigrants Assistance Center 58 Crapo St New Bedford MA 02740 PC Operating 10000 Innovators for Purposes 825 Main St Acton MA 01720 PC Operating 20000 Inquilinos Boricuas en Accion 2 San Juan St Boston MA 02118 PC Operating 20000 The Institute of Contemporary Art Boston 25 Harbor Shore Dr Boston MA 02210 PC Teen Programs 25000 Jeff's Place Childrens Bereavement Center 281 Pleasant St Framingham MA 01701 PC Operating 5000 Jewish Big Brothers Big Sisters of Greater Boston 1430 Main St Waltham MA 02154 PC Operating 6000 Justice Resource Institute fbo First Connections 160 Gould St Suite 300 Needham MA 02494 PC Operating 20000 Laselle University 1844 Commonwealth Ave Newton MA 02466 PC Scholarships 15000 Manomet Inc PO Box 1770 Manomet MA 02345 PC Operating 10000 Many Hands Sustainability Center Inc 411 Sheldon Road Barre MA 010059219 PC Operating 2500 Mass College of Art & Design Foundation Inc 621 Huntington Ave Boston MA 02115 PC Artward Bound Youth Program 35000 Massachusetts Poetry Outreach Project 50 Liberty Sq Suite 500 Boston MA 02210 PC Operating 10000 Massachusetts Bay Foundation 50 Oakland St Wellesley Hills MA 02481 PC Operating 10000 Mattapoisett Land Trust 34 Barstow St Mattapoisett MA 02739 PC Operating 15000 Melrose Alliance Against Violence 235 West Foster St Melrose MA 02176 PC Operating 6000 Mill City Grows 650 Suffolk St G10 Lowell MA 01854 PC Operating 25000 More Than Words 56 Felton St Waltham MA 02453 PC Career Services Program 30000 Mother Caroline Academy And Education Center 515 Blue Hill Ave Dorchester MA 02121 PC Operating 10000 Museum of Fine Arts 465 Huntington Ave Boston MA 02115 PC Operating 5000 Mystic River Watershed 20 Academy St Suite 306 Arlington MA 02476 PC Youth Education Programming 20000 Northeast Organic Farming Assoc Mass Chapter PO Box 60043 Florence MA 01062 PC Operating 5000 Neighborhood House Charter School 21 Queen St Dorchester MA 02122 PC Operating 25000 New Bedford Economic Development Council Inc dbo New Bedford Creative 1213 Purchase St New Bedford MA 027406694 PC Operating 7500 New Bedford Light 127 W Rodney French Blvd New Bedford MA 02744 PC Operating 15000 New Bedford Whaling Museum 18 Johnny Cake Hill New Bedford MA 02740 PC Museum Access H.S Apprentice Program 30000 Old Sturbridge Inc 1 Old Sturbridge Village Rd Sturbridge MA 01566 PC Educational Outreach Programs 10000 Philanthropy Massachusetts 133 Federal St Suite 802 Boston MA 02110 PC Summer Fund 85000 Philanthropy Massachusetts 133 Federal St Suite 802 Boston MA 02110 PC 17/25 Fund for Young Adults 50000 Prospect Hill Academy 50 Essex St Cambridge MA 02139 PC College Access Persistence Program 25000 Raw Art Works 37 Central Square Lynn MA 01901 PC Operating 6000 Regis College 235 Wellesley St Weston MA 02493 PC Scholarships 15000 Roca Inc 101 Park St Chelsea MA 02150 PC Operating 6000 Save the HarborSave the Bay 212 Northern Ave 304W Boston MA 02210 PC Youth Environmental Education 15000 Science Club for Girls 136 Magazine St 2 Cambridge MA 02139 PC Dual Mode Programming 35000 Shooting Touch 65 Sprague St Boston MA 02136 PC Operating 15000 Social Innovation Forum Inc 2 Oliver St Suite 802 Boston MA 02109 PC Operating 50000 Sociedad Latina 1530 Tremont St Roxbury MA 02120 PC Viva La Cultura Arts Initiative 25000 Southcoast Community Foundation 128 Union St Suite 403 New Bedford MA 02740 PC Operating 15000 The Steppingstone Foundation One Appleton St 4th Floor Boston MA 02116 PC Scholars Program Boston 10000 The Food Project 10 Lewis St Lincoln MA 01773 PC Sustaining Greater Boston Food Project Crew 30000 Thompson Island Outward Bound Education Center PO Box 127 Boston MA 02127 PC Connections Program 15000 Trinity Boston Connects Inc 206 Clarendon St Boston MA 02116 PC TEEP Program 25000 UAspire Inc 31 Milk St Suite 900 Boston MA 02109 PC College Affordability Advising Program 20000 Wildflower Inc 271 Lincoln St Suite 12 Lexington MA 02421 PC Operating 15000 Write Boston 2300 Washington St Roxbury MA 02119 PC Operating 30000 Young Man With a Plan 1178 River St Hyde Park MA 02136 PC Operating 25000 Zumix 260 Sumner St East Boston MA 02128 PC Creative Youth Development Programs 30000 2009500 14 58840 14 950331 18 899057 1908228 1908228 false false false false false false false false false false 10M Bank Amer Corp Pfd Ser HH 5.88 247300 247300 150M CVS Caremark Corp. 3.38 2024-08-12 147912 147912 150M American Tower Corp New 2.95 2025-01-15 146367 146367 10M Nextera Energy Cap Hldgs Inc 5.65 2079-03-01 242700 242700 10M JP Morgan Chase Co Ser EE 6.00 253100 253100 10M Renaissancere Hldgs Pfd 5.75 238900 238900 200M Thermo Fisher Scientific 1.22 2024-10-18 193618 193618 150M Eqyuinix Inc 2.63 2024-11-18 146093 146093 13100 Ishares 7-10 Year Treas Bond 1262709 1262709 6000 shares of Alphabet Inc Cl A 838140 838140 7455 shares of Altria Group 300735 300735 7740 shares of Amazon.com 1176016 1176016 10733 shares of Apple 2066424 2066424 2573 shares of Berkshire Hathaway B 917686 917686 813 shares of Blackrock 659993 659993 3054 shares of Chevron 455535 455535 2905 shares of Cinn Financial Corp Ohio 300551 300551 8394 shares of Cisco Systems 424065 424065 1200 shares of Danaher Corp 277608 277608 2737 shares of Diageco Plc New SPSD 398671 398671 6901 shares of Dominion Energy Inc 324347 324347 1630 shares of Ecolab 323311 323311 3100 shares of Eog Res Inc 374945 374945 2684 shares of Lowes Companies Inc 597324 597324 8604 shares of Merck 938008 938008 5084 shares of Microsoft Corp 1911787 1911787 2655 shares of Norfolk Southern Corp 627589 627589 3747 shares of Paychex 446305 446305 1750 shares of Salesforce Com 460495 460495 1830 shares of Steris Plc United Kingdom 402326 402326 1500 shares of Verisk Analytics Inc CL A 358290 358290 7262 shares of Verizon Communications 273778 273778 2200 shares of Visa Inc Cl A 572770 572770 2000 shares of Abbvie Inc. 309940 309940 800 shares of Adobie Systems Inc. 477280 477280 1600 shares of American Tower Corp 345408 345408 800 shares of Costco Whls Corp 528064 528064 3374 shares of Crown Castle REIT 388651 388651 400 shares of Equinix Inc New 322156 322156 750 shares of Estee Lauder Companies 109688 109688 5670 shares of Mondelez Intl Inc 410678 410678 300 shares of OReilly Automotive 285024 285024 6339 shares of Philip Morris Intl 596373 596373 800 shares of United Health Group Inc 421176 421176 3200 shares of Nextera Energy 194368 194368 3800 shares of Qualcomm Inc. 549594 549594 7945 shares of Starbucks Corp 762799 762799 700 shares of Renaissancre Holdings 137200 137200 7369 shares of Fastenal Company 477290 477290 3616 shares of Johnson and Johnson 566772 566772 2823 shares of Nestle SA Sponsored ADR 326423 326423 3809 shares of Texas Instruments 649282 649282 2963 shares of United Parcel Service CL B 465872 465872 1500 shares of IQMA Hldgs Inc 347070 347070 2600 shares of JP Morgan Chase 442260 442260 500 shares of Watsco Inc 214235 214235 1964 shares of Air Prod Chemical Inc. 527339 527339 7321 shares of Comcast Corp Special Cl A 321026 321026 2500 shares of Fiserv Inc 332100 332100 500 shares of MSCI Inc Cl A 282825 282825 26765 shares of Nintendo Ltd ADR 347677 347677 700 shares of Public Storage Inc 213500 213500 800 shares of Stryker Corp 239568 239568 2000 shares of Waste Connections Inc 298540 298540 2500 shares of Xylem Inc 285900 285900 3025 shares of Progressive Corp Ohio 481822 481822 400 shares of Broadcom Inc 446500 446500 7281 shares of Fidelity Natl Info Svcs 437370 437370 5000 shares of Fortive Corp 368150 368150 1200 shares of Palo Alto Networks Inc 353856 353856 800 shares of SP Global Inc 352416 352416 500 shares of Synopsys Inc 257455 257455 5800 shares of Rollins Inc 253286 253286 983 shares of Northrop Grumman Corp 460182 460182 8208 shares of Schwab Charles Corp 564710 564710 Bio Ventures Investors IV FMV 607634 607634 Harmony Partners Fund II FMV 286836 286836 Harmony Partners Fund III FMV 854069 854069 Harmony Partners Fund V FMV 536407 536407 Increase in Deferred Taxes 44912 Office and Misc 18279 Other Expense from K-1 5998 375 Revaluation of Securities to Market Value 3231058 Deferred Federal Excise Taxes 136124 181036 Investment Fees 318376 318376 Accounting Fees 24000 Artists for Humanity 7000 MA Filing Fee and Excise 250 Payroll Taxes 3442 Foreign Taxes Paid 4389 4389