William E Schrafft and Bertha E Schrafft Charitable Trust logo

William E Schrafft and Bertha E Schrafft Charitable Trust

BOSTON, MA EIN: 04-6065605 Website

The William E Schrafft and Bertha E Schrafft Charitable Trust is a private family foundation established in 1946 in Massachusetts. Based in Boston, the Trust is a 501(c)(3) organization committed to supporting nonprofit organizations that serve underserved youth and populations in Massachusetts, with particular emphasis on the cities of Boston and New Bedford.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$47.6M

+6.9% YoY

Annual Giving

$2.2M

+7.3% YoY

Grant Count

100

+0.0% YoY

Avg Grant Size

$22K

+7.3% YoY

Under IRS private-foundation payout rules, William E Schrafft and Bertha E Schrafft Charitable Trust reported a distributable amount of $2.1M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Trust is committed to the intellectual, personal, and artistic growth of underserved youth ages 6-21, primarily through supporting neighborhood-based education programming throughout Boston. The Trust also maintains a special interest in building effective pathways to economic independence for underserved populations in New Bedford through education, entrepreneurship, and economic development.

The Trust supports efforts that help young people develop the skills and knowledge needed to succeed in school and lay the foundation for satisfying and productive lives.

Funding Priorities:

  • Youth development and academic enrichment programming
  • Arts and culture programming for underserved populations
  • Out-of-school programming (after-school, evenings, weekends, and summers)
  • Programs demonstrating caring, consistent, long-term relationships between young people and organization staff or volunteers
  • High-quality educational, developmental, artistic, and recreational opportunities
  • Organizations in New Bedford that leverage regional strengths (people, culture, history, agriculture, fishing, and seacoast resources) to provide pathways to economic independence

Grantmaking

The Trust does not provide grants for capital expenditures or scholarships.

Grant Range

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Review Cycle

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Grant Types

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How to Apply

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Geographic Focus

Where this funder awards grants

  • Primary: Boston, Massachusetts
  • Secondary: New Bedford, Massachusetts
  • Broader: Commonwealth of Massachusetts

Grant Distribution by State

1states

Cities

ActonAllstonArlingtonBarreBostonBrightonBrocktonBrooklineCambridgeChelseaChestnut HillConcordDorchesterEast BostonEast WarehamEastonFairhavenFlorenceFraminghamGoshen

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total Assets: $47,553,512
  • Total Revenues: $16,468,761
  • Total Expenses: $2,755,465

As of 2023:

  • Total Assets: $44,500,000
  • Total Revenues: $1,910,000
  • Total Expenses: $2,520,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$9M$14M$18M20202021202220232024
Metric202420232022
Total Assets$47,553,512$44,500,085$41,877,533
Revenue$16,468,761$1,908,228$1,849,069
Expenses$2,755,465$2,516,734$2,409,204
Qualifying Distributions$2,200,289$2,066,000$2,035,600
Net Investment Income$16,228,854$1,572,338$1,571,832
Distributable Amount$2,078,805$2,097,869$2,184,045

Giving Over Time

Total grant dollars and number of grants per year

$0$539K$1M$2M$2M97 grants2020103 grants2021106 grants2022100 grants2023100 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Breakthrough Greater Bos…$100KEdvestors$75KCelebrity Series of Boston$40KCristo Rey Boston High S…$40KCommunity Economic Devel…$35KArtists for Humanity$30KBig Sister Assoc of Grea…$30KBoston Arts Academy Foun…$30KBoys & Girls Clubs of Bo…$30KBridge Over Troubled Wat…$30K

Grant Size Distribution

250 grants across all recorded years

244<$50K3$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

2 open opportunities from William E Schrafft and Bertha E Schrafft Charitable Trust

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Breakthrough Greater Boston ($100,000), Edvestors ($75,000), Celebrity Series of Boston ($40,000).

RecipientPurposeAmount
826 Boston Roxbury, MAAfter School Writing Tutoring Program$20,000
3Point Foundation Boston, MAOperating$20,000
All Dorchester Sports & Leadership Dorchester, MAAfter School Out of School Sports$10,000
Artists for Humanity Boston, MAYouth Arts Enterprise$30,000
Ballet Theatre of Boston Cambridge, MAArts Education Programming in Dorchester$25,000
Big Sister Assoc of Greater Boston Boston, MAMentoring Bostons Girls$30,000
Bikes Not Bombs Jamaica Plains, MAUsing Bicycle to Advance Economic Mobility$25,000
Boston Arts Academy Foundation Boston, MAGeneral Operating Support$30,000
Boston Ballet Boston, MACitydance$15,000
Boston Children's Museum Boston, MAHelping Hands Fund$25,000

Leadership & Key People

Leadership team and compensation from IRS filings

Trustees:

  • Kristen McCormack (Chairperson)
  • Heidi Brooks
  • Lily Mendez
  • Joe Corrado

Staff:

  • Karen Faulkner (Trustee/Director and Grants Manager/Executive Director)

Compensation Overview

From 2024 IRS filing

Karen FaulknerExecutive Director$49KKristen J McCormackTrustee$20KJoseph CorradoTrustee$15KLily E MendezTrustee$15KLavinia B ChaseTrustee$11K

From 2024 filing

NameTitleHoursCompensation
Lavinia B ChaseTrustee4$11,250
Kristen J McCormackTrustee20$20,000
Karen FaulknerExecutive Director40$49,140
Joseph CorradoTrustee6$15,000
Lily E MendezTrustee5$15,000

Contact Information

Address: 2 Liberty Square, Floor 5, Boston, MA 02109-4884

Phone: 617-469-2271

Website: schrafftcharitable.org

Email: funding@schrafftcharitable.org

Technical Assistance: lkelsey@gmafoundations.com

Frequently Asked Questions

What does William E Schrafft and Bertha E Schrafft Charitable Trust fund?

The Trust is committed to the intellectual, personal, and artistic growth of underserved youth ages 6-21, primarily through supporting neighborhood-based education programming throughout Boston. The Trust also maintains a special interest in building effective pathways to economic independence for underserved populations in New Bedford through education, entrepreneurship, and economic development. The Trust supports efforts that help young people develop the skills and knowledge needed to succe…

How do I apply for a grant from William E Schrafft and Bertha E Schrafft Charitable Trust?

**Grant Types:** • Program Grants • General Operating Grants The Trust does not provide grants for capital expenditures or scholarships. **Eligible Organizations:** • Nonprofit 501(c)(3) organizations incorporated in the Commonwealth of Massachusetts • Small to medium-sized, community-based organizations • Charter and district schools in Boston and New Bedford **Grant Sizes:** Typical awards range from $1,000 to $100,000. **Recent Grant Activity:** Recent grants include: • Breakthrough Greater …

Where does William E Schrafft and Bertha E Schrafft Charitable Trust make grants?

• **Primary:** Boston, Massachusetts • **Secondary:** New Bedford, Massachusetts • **Broader:** Commonwealth of Massachusetts

What size grants does William E Schrafft and Bertha E Schrafft Charitable Trust award?

In 2024, William E Schrafft and Bertha E Schrafft Charitable Trust awarded 100 grants totaling $2.2M — an average of about $22K per grant, based on its IRS Form 990 filings.

How much is William E Schrafft and Bertha E Schrafft Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William E Schrafft and Bertha E Schrafft Charitable Trust reported a distributable amount of $2.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William E Schrafft and Bertha E Schrafft Charitable Trust's EIN?

William E Schrafft and Bertha E Schrafft Charitable Trust's EIN (Employer Identification Number) is 04-6065605. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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