2023-03-27T17:28:11-05:00 2022-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990PF 2022-01-01 042103780 FRANKLIN SQUARE HOUSE FOUNDATION INC FRAN 6173123400 PO BOX 78037 BELMONT MA 02478 CHIP FLOWERS TREASURER 6173123400 2023-03-27 1 CHIP FLOWERS 999009999 0 SANDRA M BROWN CPA P01614103 5088717178 2023-03-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 24396893 X X 276 276 646905 646905 2010884 10673539 2010884 2658065 2658065 189746 0 189746 3375 0 3375 13047 0 13046 12329 0 12329 106061 106061 0 36050 0 0 10983 0 10984 371591 106061 229480 1352886 1352886 1724477 106061 1582366 933588 2552004 105700 49847 49847 1357574 275518 275518 1772 0 8644 1772 1772 2170 2238 2238 537196 4584630 4536047 11029657 9574648 11251613 4419063 4432999 4109417 4819073 4246952 4122314 48579 48127 48127 22327656 23216731 24396893 22267 15127 98217 15885 120484 31012 X 22207172 23185719 22207172 23185719 22327656 23216731 22207172 933588 82332 23223092 37373 23185719 SALE OF SECURITIES P 10673539 8662655 2010884 2010884 2010884 35473 0 35473 0 35473 22800 0 0 0 22800 X 577 13250 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.FRANKLINSQUAREHOUSEFOUNDATION.ORG ROBERT E GOLDSTEIN EXECUTIVE DIRECTOR 6173123400 PO BOX 78037 BELMONT MA 02478 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT E GOLDSTEIN PO BOX 78037 BELMONT MA 02478 EXECUTIVE DIRECTOR 40.00 189746 0 0 ELLEN CHRISTIE PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 VANESSA CALDERON-ROSADO PO BOX 78037 BELMONT MA 02478 CLERK 1.00 0 0 0 JENNIFER GILBERT PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 BARRY MILLS PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 JANET FRAZIER PO BOX 78037 BELMONT MA 02478 TREASURER 1.00 0 0 0 HEMMIE CHANG PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 MARILYN CRONE PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 CELINA E MIRANDA PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 RUTH ELLEN FITCH PO BOX 78037 BELMONT MA 02478 VICE PRESIDENT 1.00 0 0 0 AUDREY K WANG PO BOX 78037 BELMONT MA 02478 PRESIDENT 1.00 0 0 0 LYNDIA DOWNIE PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 PATRICIA BELDEN PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 CHIP FLOWERS PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 DEBORAH CHAUSSE PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 MARK RICKABAUGH PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 25156344 91335 0 25247679 0 0 25247679 378715 24868964 1243448 1243448 35473 35473 1207975 0 1207975 0 1207975 1582366 0 1582366 1207975 0 0 131377 226695 358072 1582366 0 0 0 1207975 374391 0 0 732463 0 0 0 0 0 0 0 732463 131377 226695 374391 ROBERT E GOLDSTEIN PO BOX 78037 BELMONT MA 02478 6173123400 POTENTIAL GRANTEES ARE REQUIRED TO CONTACT THE EXECUTIVE DIRECTOR AND GO THROUGH AN INITIAL SCREENING PROCESS VIA TELEPHONE TO DETERMINE IF THE ORGANIZATION IS WITHIN THE PARAMETERS OF THE FOUNDATION'S MISSION AND APPROPRIATE FOR FUNDING. THE APPLICATION IS AVAILABLE ON THE FOUNDATION'S WEBSITE. GRANT SUBMISSIONS ARE SUBMITTED VIA MAIL TO THE FOUNDATION'S PO BOX AND ELECTRONICALLY, IN ADVANCE OF THE DEADLINE. THE EXECUTIVE DIRECTOR THEN REVIEWS THE APPLICATIONS FOR COMPLETENESS, WRITES A SUMMARY AND DISTRIBUTES A LIST OF ALL SUBMISSIONS AND THE AMOUNT OF ALL GRANT REQUESTS TO THE BOARD OF DIRECTORS. SITE VISITS ARE CONDUCTED BY BOARD MEMBERS. THE FOLLOWING ITEMS ARE REQUIRED AS PART OF THE APPLICATION PROCESS: A COMPLETED STANDARD APPLICATION FORM, IRS DETERMINATION LETTER, 1ST PAGE OF FORM 990, MOST RECENTLY AUDITED FINANCIAL STATEMENTS, PROJECT BUDGET, LIST OF OTHER FUNDING SOURCES, ORGANIZATION BUDGET AND PROJECT TIMELINE. YES, SUBMISSION DEADLINES ARE SET FOR EACH ANNUAL GRANT CYCLE. MUST BE HOUSING RELATED AND IN SUPPORT OF THE FOUNDATION'S MISSION ROBERT E GOLDSTEIN PO BOX 78037 BELMONT MA 02478 6173123400 POTENTIAL GRANTEES ARE REQUIRED TO CONTACT THE EXECUTIVE DIRECTOR AND GO THROUGH AN INITIAL SCREENING PROCESS VIA TELEPHONE TO DETERMINE IF THE ORGANIZATION IS WITHIN THE PARAMETERS OF THE FOUNDATION'S MISSION AND APPROPRIATE FOR FUNDING. THE APPLICATION IS AVAILABLE ON THE FOUNDATION'S WEBSITE. GRANT SUBMISSIONS ARE SUBMITTED VIA MAIL TO THE FOUNDATION'S PO BOX AND ELECTRONICALLY, IN ADVANCE OF THE DEADLINE. THE EXECUTIVE DIRECTOR THEN REVIEWS THE APPLICATIONS FOR COMPLETENESS, WRITES A SUMMARY AND DISTRIBUTES A LIST OF ALL SUBMISSIONS AND THE AMOUNT OF ALL GRANT REQUESTS TO THE BOARD OF DIRECTORS. SITE VISITS ARE CONDUCTED BY BOARD MEMBERS. THE FOLLOWING ITEMS ARE REQUIRED AS PART OF THE APPLICATION PROCESS: A COMPLETED STANDARD APPLICATION FORM, IRS DETERMINATION LETTER, 1ST PAGE OF FORM 990, MOST RECENTLY AUDITED FINANCIAL STATEMENTS, PROJECT BUDGET, LIST OF OTHER FUNDING SOURCES, ORGANIZATION BUDGET AND PROJECT TIMELINE. YES, SUBMISSION DEADLINES ARE SET FOR EACH ANNUAL GRANT CYCLE. IN ADDITION TO BEING A 501(C)(3) ORGANIZATION, GRANTEE MUST BE RACIALLY AND ECONOMICALLY MIXED AND HAVE A HEALTHY MIX OF SUBSIDIZED STUDENTS. BEVERLY CHILDREN'S LEARNING CENTER 550 CABOT STREET BEVERLEY MA 01915 NONE PUBLIC CHARITY CHILDCARE GRANTS 50000 BEVERLY CHILDREN'S LEARNING CENTER 550 CABOT STREET BEVERLEY MA 01915 NONE PUBLIC CHARITY COVID-19 EMERGENCY CAPITAL GRANT - CHILDCARE PROGRAM 13347 BRIDGE OVER TROUBLED WATERS 47 WEST STREET BOSTON MA 02111 NONE PUBLIC CHARITY COVID-19 EMERGENCY CAPITAL GRANTS - SHELTER 39321 BROCKTON DAY NURSERY 243 CRESCENT STREET BROCKTON MA 02302 NONE PUBLIC CHARITY CHILDCARE GRANTS 48292 CASA MYRNA VAZQUEZ 451 BLUE HILL AVE BOSTON MA 02121 NONE PUBLIC CHARITY COVID-19 EMERGENCY CAPITAL GRANTS - SHELTER 13320 CASPARBAYCOVE PO BOX 45538 SOMERVILLE MA 02145 NONE PUBLIC CHARITY HOUSING AND SHELTER GRANT 55750 CENTERBOARD 16 CITY HALL SQUARE LYNN MA 01901 NONE PUBLIC CHARITY HOUSING AND SHELTER GRANTS 61500 COMMUNITY ACTION INC 3 WASHINGTON SQUARE 4TH FLOOR HAVERILL MA 01830 NONE PUBLIC CHARITY CHILDCARE GRANTS 50000 COMMUNITY ACTION OF CAPE COD & THE ISLANDS 88 NORTH STREET HYANNIS MA 02601 NONE PUBLIC CHARITY HOUSING AND SHELTER GRANTS 22000 COMMUNITY TEAMWORK 155 MERRIMACK STREET LOWELL MA 01852 NONE PUBLIC CHARITY CHILDCARE GRANTS 50000 EMMAUS 127 HOW STREET HAVERHILL MA 01830 NONE PUBLIC CHARITY HOUSING AND SHELTER GRANTS 50000 EMPATH ONE WASHINGTON MALL BOSTON MA 02108 NONE PUBLIC CHARITY HOUSING AND SHELTER GRANTS 35506 FATHER BILLS & MAINSPRING 430 BELMONT STREET BROCKTON MA 02301 NONE PUBLIC CHARITY HOUSING AND SHELTER GRANTS 50000 GUILD OF ST AGNES 19 HARVARD STREET WORCESTER MA 01609 NONE PUBLIC CHARITY CHILDCARE GRANTS 43962 HEADING HOME 529 MAIN STREET CHARLESTOWN MA 02129 NONE PUBLIC CHARITY HOUSING AND SHELTER GRANTS 50000 HEALTH IMPERATIVES 942 W CHESTNUT ST BROCKTON MA 02301 NONE PUBLIC CHARITY HOUSING AND SHELTER GRANTS 65435 HOUSE OF HOPE 812 MERRIMACK STREET LOWELL MA 01854 NONE PUBLIC CHARITY HOUSING AND SHELTER GRANTS 43640 IBA 405 SHAWMUT AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY CHILDCARE GRANTS 57500 LYNN SHELTER ASSOCIATION 91 LIBERTY STREET LYNN MA 01901 NONE PUBLIC CHARITY COVID-19 EMERGENCY CAPITAL GRANTS - SHELTER 69993 NURTURY 2201 WASHINGTON STREET SUITE 306 ROXBURY MA 02116 NONE PUBLIC CHARITY CHILDCARE GRANTS 50000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY HOUSING AND SHELTER GRANTS 41970 REACH BEYOND DOMESTIC VIOLENCE PO BOX 540024 WALTHAM MA 02454 NONE PUBLIC CHARITY COVID-19 EMERGENCY CAPITAL GRANTS - SHELTER 10720 ST MARY'S WOMEN AND CHILDREN 90 CUSHING AVENUE DORCHESTER MA 02125 NONE PUBLIC CHARITY COVID-19 EMERGENCY CAPITAL GRANTS - SHELTER 50000 TRANSITION HOUSE 136 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 NONE PUBLIC CHARITY HOUSING AND SHELTER GRANTS 53240 TRIUMPH INC 100 HON GORDON OWEN RIVERWAY TAUNTON MA 02780 NONE PUBLIC CHARITY CHILDCARE GRANTS 50000 VICTORY PROGRAMS 965 MASSACHUSETTS AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY HOUSING AND SHELTER GRANTS 37515 VOLUNTEERS OF AMERICA 441 CENTER STREET JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY HOUSING AND SHELTER GRANTS 42985 YMCA OF GREATER BOSTON 316 HUNTINGTON AVENUE BOSTON MA 02115 NONE PUBLIC CHARITY CHILDCARE GRANTS 52890 YWCA OF GREATER NEWBURYPORT 13 MARKET ST NEWBURYPORT MA 01950 NONE PUBLIC CHARITY HOUSING AND SHELTER GRANTS 44000 YWCA OF NORTHEASTERN MA 38 LAWRENCE STREET LAWRENCE MA 01840 NONE PUBLIC CHARITY CHILDCARE GRANTS 50000 1352886 0 14 276 14 646905 18 2010884 RETURN OF GRANT FUNDING 0 2658065 0 2658065 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 12329 0 12329 100000 THE SOUTHERN 2.95%23 DUE 7/01/23 96790 98890 150000 ROGERS COMMUNICATION 4.1% 23F DUE 10/01/23 149046 148428 100000 CANADIAN IMPERIAL .05% 23F DUE 12/14/2023 95321 95755 250000 SHS THE GOLDMAN SACHS 251804 246844 150000 GENERAL MOTORS 146505 147246 150000 SHS CITIGROUP INC 158487 147715 125000 ISTAR INC 127786 123906 125000 OLD REPLUBLIC INC 128246 123966 100000 BANK OF MONTREA 100326 93419 100000 WELLTOWER INC. 107069 97769 125000 SANTANDER HOLDING 134961 122062 250000 SHS CAPITAL ONE FINL 251494 241384 100000 NORTHERN TRUST 3.95%25 DUE 10/30/25 104016 97869 125000 SHS CBRE SERVICES 128230 123307 125000 US BANCORP 127640 117946 125000 BROADRIDGE FINANCIAL 132781 117172 125000 BANK OF AMERICA 139556 120851 125000 WELLS FARGO & CO 132749 115545 250000 SHS ARCH CAPITAL FIN 256297 238684 200000 VERIZON COMMUNICATIONS 219432 194461 150000 MORGAN STANLEY 3.95%27 DUE 04/23/27 149060 141646 125000 LOWES COMPANIES 135500 116488 100000 DIGITAL REALTY 110394 92817 150000 ELEVANCE HEALTH 3.65%27 DUE 12/01/27 162426 141529 125000 THE CHARLES SCHWAB 127650 116754 100000 WALMART INC. 107180 96518 125000 COMCAST 141721 120490 150000 SHS JPMORGAN CHASE 157503 138595 150000 NORTHERN TRUST 3.15%29 DUE 05/03/29 143319 136024 100000 MASTERCARD 108997 90027 100000 NORTHERN TRUST 6.125%32 DUE 11/02/32 100713 105310 4274 SHS ABBOTT LABORATORIES 161889 253066 1610 SHS ABBVIE INC 170369 275868 2180 ACCENTURE PLC 267418 280716 2531 AGILENT TECHNOLOGIES 306100 293164 1229 SHS AIR PROD 178505 284832 2398 SHS ANALOG DEVICES 219398 302307 2408 SHS APPLE INC 267696 469177 7000 BANK OF AMERICA 174749 128100 6433 BANK OF NY 214576 234565 3052 BEST BUY INC 321594 244801 2392 SHS BROADRIDGE FINL SOL 200801 247068 6000 CAPITAL ONE FI 149214 104400 2626 CDW CORP 344359 357339 4272 CISCO SYSTEMS INC 133277 152543 4725 SHS COMCAST CORP 302319 291684 6000 DIGITAL REALTY 153574 121260 EATON CORP PLC 288390 333833 ELEVANCE HEALTH INC 203438 334969 350 ESTEE LAUDER CO INC 308754 287311 1510 SHS HOME DEPOT INC 226393 372715 2250 SHS HONEYWELL INTL INC 234200 252017 2214 IBM CORP 194887 228101 3230 SHS INTERCONTINENTAL 224284 251346 2970 SHS JPMORGAN CHASE & CO 190240 210269 1578 L3HARRIS TECHNOLOGIES INC 213874 245271 3080 SHS MARCH & MC LENNAN CO 191847 302828 MASCO CORP 289818 238997 3995 SHS MERCK & CO INC 211576 338952 3950 SHS MICROSOFT CORP 417838 465251 4850 MONDELEZ INTL 208780 250271 6015 SHS NEXTERA ENERGY INC 261218 381216 10000 NTNL STORAGE AFF 6% PFD 232454 223550 ORACLE CORP 206712 242768 822 POOL CORP 182802 183514 2676 PRIMERICA INC 312756 294418 2275 PROCTER & GAMBLE 178026 260683 QUEST DIAGNOSTIC INC 256322 323675 5000 SYNCHRONY FI 5.625% PFD 126664 85750 1595 SHS UNION PACIFIC CORP 201078 250555 4090 VALERO ENERGY CORP 190316 394535 1423 SHS VISA INC 176005 217733 ZOETIS INC 280138 240195 4584630 4536047 0 0 ISHARES CORE HIGH DIVIDENDS ETF AT COST 578300 601256 ISHARES CORE S&P 500 AT COST 143549 148726 11840 SCHWAB US DIVIDEND AT COST 708845 838116 2495 VANGUARD MID CAP ETF AT COST 654951 643021 15457 PAYDEN LOW DURATION AT COST 132061 125869 DFA US LARGE CAP VALUE I AT COST 1100000 973336 DFA US SMALL CAP I AT COST 244000 239958 1448 AMERICAN TOWER CORP AT COST 241610 234741 445 EQUINIX INC AT COST 231601 219435 8800 PS BUSINESS AT COST 212035 97856 DIVIDENDS RECEIVABLE 45074 48127 48127 INTANGIBLE ASSETS - SOFTWARE 2092 REFUNDABLE EXCISE TAXES 1413 ADJUSTMENT TO DEFERRED EXCISE TAX 37373 DUES, FEES AND SUBSCRIPTION 1060 0 1060 WEBSITE EXPENSES 1627 0 1626 OFFICE EXPENSES 1590 0 1592 INSURANCE 3414 0 3414 TELEPHONE 1200 0 1200 AMORTIZATION 2092 0 2092 ADJUSTMENT TO DEFERRED EXCISE TAX 82332 OTHER CONSULTANTS 0 0 0 INVESTMENT ADVISORY FEES 106061 106061 0 EXCISE TAX ON INVESTMENT INCOME 36050 0 0