William E Schrafft & Bertha E Schrafft Charitable Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
William E Schrafft & Bertha E Schrafft Charitable Trust is a 501(c)(3) organization based in Boston, Massachusetts, registered in 1947, with $16,468,761 in FY2024 revenue. CharityIndex grades it B.
2 Liberty Square Floor 5, Boston, MA, 02109 EIN 04-6065605 Since 1947
Revenue (FY2024)
$16.5M
▲ 763.0% vs prior year
Expenses (FY2024)
$2.8M
Net assets
$47.5M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for William E Schrafft & Bertha E Schrafft Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating207 mo reserves · +83% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For William E Schrafft & Bertha E Schrafft Charitable Trust: 207 mo reserves · +83% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for William E Schrafft & Bertha E Schrafft Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For William E Schrafft & Bertha E Schrafft Charitable Trust: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- 2 Liberty Square Floor 5, Boston, MA, 02109
- City
- Boston
- State
- Massachusetts
- Category
- —
- Subcategory
- —
- Website
- …
Financial trends
Revenue grew from $4.6M (FY2013) to $16.5M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $33KNet assets $47.5M
Operating margin
83.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$47.6M
Total liabilities
$33K
Net assets
$47.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $16,468,761▲763% | $2,755,465▲9.5% | $47,520,648▲7.2% | $47,553,512▲6.9% | 990PF |
| 2023 | $1,908,228▲3.2% | $2,516,734▲4.5% | $44,319,049▲6.2% | $44,500,085▲6.3% | 990PF |
| 2022 | $1,849,069▼50.0% | $2,409,204▼2.6% | $41,741,409▼17.8% | $41,877,533▼17.9% | 990PF |
| 2021 | $3,696,747▲137% | $2,473,628▲6.6% | $50,753,537▲13.5% | $51,009,453▲13.6% | 990PF |
| 2020 | $1,560,232▼44.2% | $2,320,458▲1.0% | $44,704,185▲6.1% | $44,892,071▲6.2% | 990PF |
| 2019 | $2,796,217▼33.8% | $2,298,211▲4.1% | $42,144,439▲16.2% | $42,285,527▲16.2% | 990PF |
| 2018 | $4,221,095▲64.7% | $2,207,992▲3.0% | $36,283,601▼2.7% | $36,378,423▼2.8% | 990PF |
| 2017 | $2,562,542▲37.7% | $2,143,541▲1.1% | $37,278,413▲9.9% | $37,434,622▲10.0% | 990PF |
| 2016 | $1,860,732▼43.2% | $2,119,304▲5.3% | $33,930,235▼1.5% | $34,026,664▼1.6% | 990PF |
| 2015 | $3,275,997▲75.5% | $2,012,013▼7.7% | $34,463,319▼4.7% | $34,565,824▼4.9% | 990PF |
| 2014 | $1,866,619▼59.7% | $2,180,311▼3.1% | $36,167,997▲0.6% | $36,331,252▲0.6% | 990PF |
| 2013 | $4,627,891 | $2,249,417▲25.5% | $35,958,026▲15.3% | $36,107,062▲15.4% | 990PF |
| 2012 | — | $1,791,862▼8.1% | $31,178,991▲6.2% | $31,281,798▲6.3% | 990PF |
| 2011 | — | $1,949,749▲20.1% | $29,361,996▼8.8% | $29,427,835▼8.9% | 990PF |
| 2010 | — | $1,623,904 | $32,201,165 | $32,302,120 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is William E Schrafft & Bertha E Schrafft Charitable Trust a legitimate nonprofit?
- Yes. William E Schrafft & Bertha E Schrafft Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 04-6065605, based in Boston, Massachusetts. Donations are tax-deductible.
- What is William E Schrafft & Bertha E Schrafft Charitable Trust's EIN?
- William E Schrafft & Bertha E Schrafft Charitable Trust's Employer Identification Number (EIN) is 04-6065605.
- How much revenue does William E Schrafft & Bertha E Schrafft Charitable Trust report?
- William E Schrafft & Bertha E Schrafft Charitable Trust reported $16,468,761 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does William E Schrafft & Bertha E Schrafft Charitable Trust have?
- CharityIndex grades William E Schrafft & Bertha E Schrafft Charitable Trust B, based on financial health (reserves and operating margin).
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Data for William E Schrafft & Bertha E Schrafft Charitable Trust (EIN 04-6065605) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.