2022-04-08T15:05:32-05:00 2021-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990PF 2021-01-01 042103780 FRANKLIN SQUARE HOUSE FOUNDATION INC FRAN 6173123400 PO BOX 78037 BELMONT MA 02478 AUDREY K WANG PRESIDENT 6173123400 2022-04-08 1 AUDREY WANG 999009999 SANDRA M BROWN CPA P01614103 5088717178 2022-04-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 29393904 X X 547 547 605600 605600 1145250 6057551 1145250 1751397 1751397 190710 0 190710 2300 0 2300 12737 0 12737 27376 0 27376 112038 112038 0 61257 0 0 11915 0 11915 418333 112038 245038 969988 969988 1388321 112038 1215026 363076 1639359 178826 105700 105700 1035800 1357574 1357574 8644 0 14648 8644 8644 1696 2170 2170 806579 537196 549683 11464289 11029657 16775377 4766966 4419063 4462049 3713276 4819073 6084128 63817 48579 48579 22045897 22327656 29393904 38280 22267 50000 59928 98217 148208 120484 X 21897689 22207172 21897689 22207172 22045897 22327656 21897689 363076 0 22260765 53593 22207172 SALE OF SECURITIES P 6057551 4912301 1145250 1145250 1145250 22787 0 22787 0 22787 24200 0 0 0 24200 0 1413 1413 0 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 190710 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 ANITA HUGGINS 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 27438842 137741 0 27576583 0 0 27576583 413649 27162934 1358147 1358147 22787 22787 1335360 0 1335360 0 1335360 1215026 0 1215026 1335360 0 0 251711 226695 478406 1215026 0 0 0 1215026 0 120334 120334 358072 0 0 0 0 0 0 0 358072 131377 226695 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. ACTION INC 180 MAIN ST GLOUCESTER MA 01930 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 ASCENTRIA COMMUNITY SERVICE 14 E WORCESTER ST WORCESTER MA 01604 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 4387 ATASK - ASIAN TASK FORCE PO BOX 120108 BOSTON MA 02112 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 10000 BRIDGEWELL 10 DEARBORN ROAD PEABODY MA 01960 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 BROCKTON DAY NURSERY 243 CRESCENT STREET BROCKTON MA 02302 NONE PUBLIC CHARITY COVID EMERGENCY AND CAPITAL GRANT 23819 CASA ESPERANZA 302 EUSTIS STREET ROXBURY MA 02119 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 10000 CASA MYRNA VAZQUEZ 451 BLUE HILL AVE BOSTON MA 02121 NONE PUBLIC CHARITY COVID EMERGENCY AND CAPITAL GRANT 16037 CASPARBAYCOVE PO BOX 45538 SOMERVILLE MA 02145 NONE PUBLIC CHARITY COVID EMERGENCY AND CAPITAL GRANT 42135 CENTERBOARD 16 CITY HALL SQUARE LYNN MA 01901 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 10000 CITIZENS FOR ADEQUATE HOUSING 32 HANSON ST SALEM MA 01970 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 10000 COMMUNITY ACTION OF CAPE COD & THE ISLANDS 88 NORTH STREET HYANNIS MA 02601 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 10000 COMMUNITY HEALTHLINK 72 JACQUES AVENUE WORCESTER MA 01610 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 COMMUNITY TEAMWORK 155 MERRIMACK STREET LOWELL MA 01852 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 CRISPUS ATTUCKS CHILDCARE CENTER 105 CRAWFORD STREET DORCHESTER MA 02121 NONE PUBLIC CHARITY COVID EMERGENCY AND CAPITAL GRANT 50000 EDWINA MARTIN HOUSE 870 NORTH MAIN STREET BROCKTON MA 02301 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 10000 ELLIS MEMORIAL 58 BERKELEY STREET BOSTON MA 02116 NONE PUBLIC CHARITY COVID EMERGENCY AND CAPITAL GRANT 32307 EMMAUS 127 HOW STREET HAVERHILL MA 01830 NONE PUBLIC CHARITY COVID EMERGENCY AND CAPITAL GRANT 21500 EMPATH ONE WASHINGTON MALL BOSTON MA 02108 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 FAMILY AID BOSTON 3815 WASHINGTON STREET BOSTON MA 02130 NONE PUBLIC CHARITY COVID EMERGENCY AND FOOD SECURITY GRANT 30000 FATHER BILLS & MAINSPRING 430 BELMONT STREET BROCKTON MA 02301 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 FOCUS INC 27 MICA LANE 3RD FLOOR WELLESLEY MA 02481 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 10000 FRIENDS OF BOSTON'S HOMELESS 12 WISE STREET JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY COVID EMERGENCY AND CAPITAL GRANT 16889 GREATER LAWRENCE COMMUITY ACTION 305 ESSEX STREET LAWRENCE MA 01840 NONE PUBLIC CHARITY COVID EMERGENCY AND CAPITAL GRANT 50000 HEADING HOME 529 MAIN STREET CHARLESTOWN MA 02129 NONE PUBLIC CHARITY COVID EMERGENCY AND CAPITAL GRANT 18403 HEALING ABUSE WORKING FOR CHANGE 27 CONGRESS STREET SUITE 204 SALEM MA 01970 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 10000 HEALTH IMPERATIVES 942 W CHESTNUT ST BROCKTON MA 02301 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVENUE ROXBURY MA 02119 NONE PUBLIC CHARITY LIBRARY AND BOOKS AT NEW BUILDING 150000 HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVENUE ROXBURY MA 02119 NONE PUBLIC CHARITY DESIGN & PURCHASE OF BOOK PLATES 2535 HOUSE OF HOPE 812 MERRIMACK STREET LOWELL MA 01854 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 10000 HOUSING ASSISTANCE CORPORATION 460 WEST MAIN STREET HYANNIS MA 02601 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 HOUSING FAMILIES 354 CROSS STREET MALDEN MA 02148 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 JFK FAMILY SERVICES 23A MOULTON STREET CHARLESTOWN MA 02129 NONE PUBLIC CHARITY COVID EMERGENCY AND CAPITAL GRANT 50000 LAZARUS HOUSE PO BOX 408 LAWRENCE MA 01842 NONE PUBLIC CHARITY COVID EMERGENCY AND FOOD SECURITY GRANT 30000 LYNN SHELTER ASSOCIATION 91 LIBERTY STREET LYNN MA 01901 NONE PUBLIC CHARITY COVID EMERGENCY AND CAPITAL GRANT 71575 NEW HOPE 140 PARK STREET ATTLEBORO MA 02703 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 10000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 PLYMOUTH AREA COALITION FOR THE HOMELESS 149 BISHOPS HIGHWAY KINGSTON MA 02364 NONE PUBLIC CHARITY COVID EMERGENCY AND CAPITAL GRANT 40890 PROJECT HOPE 550 DUDLEY STREET ROXBURY MA 02119 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 REACH BEYOND DOMESTIC VIOLENCE PO BOX 540024 WALTHAM MA 02454 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 10000 RESPOND PO BOX 555 SOMERVILLE MA 02143 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 10000 ROSIE'S PLACE 889 HARRISON AVE BOSTON MA 02118 NONE PUBLIC CHARITY COVID EMERGENCY AND FOOD SECURITY GRANT 30000 SOUTH MIDDLESEX OPPORTUNITY COUNCIL (SMOC) 7 BISHOP STREET FRAMINGHAM MA 01702 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 THE DIMOCK CENTER 55 DIMOCK STREET ROXBURY MA 02119 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 THE SECOND STEP PO BOX 600213 NEWTONVILLE MA 02460 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 10000 UNITARIAN UNIVERSALIST URBAN MINISTRY 10 PUTNAM ST ROXBURY MA 02119 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 10000 UNITED SOUTH END SETTLEMENTS 48 RUTLAND STREET BOSTON MA 02118 NONE PUBLIC CHARITY COVID EMERGENCY AND FOOD SECURITY GRANT 25000 VICTORY PROGRAMS 965 MASSACHUSETTS AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY COVID EMERGENCY AND CAPITAL GRANT 14511 VOLUNTEERS OF AMERICA 441 CENTER STREET JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 WOBURN COUNCIL FOR SOCIAL CONCERN 2 MERRIMAC STREET WOBURN MA 01801 NONE PUBLIC CHARITY COVID EMERGENCY AND FOOD SEUCRITY GRANT 25000 YMCA OF NORTHEASTERN MA 38 LAWRENCE STREET LAWRENCE MA 01840 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 YWCA OF CENTRAL MA 1 SALEM ST WORCESTER MA 01608 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 YWCA OF GREATER NEWBURYPORT 13 MARKET ST NEWBURYPORT MA 01950 NONE PUBLIC CHARITY COVID EMERGENCY GRANT 5000 969988 0 14 547 14 605600 18 1145250 RETURN OF GRANT FUNDING 0 1751397 0 1751397 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 27376 0 27376 250000 AUTOZONE INC 250904 250234 150000 SHS AT&T INC 149717 151176 150000 SHS CAMPBELL SOUP CO 149637 151512 100000 MAIN STREET CAPITAL 102013 102548 1000000 THE SOUTHERN CO 100172 102243 50000 EQM MIDSTREAM 50283 52000 250000 SHS THE GOLDMAN SACHS 253091 265051 150000 SHS CITIGROUP INC 162849 159589 125000 ISTAR INC 129244 130312 125000 OLD REPLUBLIC INC 130014 136198 100000 BANK OF MONTREA 100488 101317 100000 WELLTOWER INC. 110732 107696 125000 SANTANDER HOLDING 138085 134956 250000 SHS CAPITAL ONE FINL 252052 271270 100000 NORTHERN TRUST 105633 109598 125000 SHS CBRE SERVICES 129068 139593 125000 US BANCORP 128526 132144 125000 BROADRIDGE FINANCIAL 135823 132618 125000 BANK OF AMERICA 143987 137965 125000 WELLS FARGO & CO 135098 131255 250000 SHS ARCH CAPITAL FIN 258148 274556 200000 VERIZON COMMUNICATIONS 222386 222033 125000 LOWES COMPANIES 138370 133333 100000 DIGITAL REALTY 112514 108462 150000 ANTHEM INC 165589 164193 125000 THE CHARLES SCHWAB 128066 134456 100000 WALMART INC. 108843 111897 125000 COMCAST 144943 141645 275000 SHS JPMORGAN CHASE 172034 165427 100000 MASTERCARD 110754 106772 4274 SHS ABBOTT LABORATORIES 189486 424331 1610 SHS ABBVIE INC 226820 371673 2180 ACCENTURE PLC 310821 703077 2531 AGILENT TECHNOLOGIES 395476 404074 1229 SHS AIR PROD 190587 364808 2398 SHS ANALOG DEVICES 299693 410950 1251 SHS ANTHEM INC. 360179 565982 2408 SHS APPLE INC 297682 826766 7000 BANK OF AMERICA 174749 178850 6433 BANK OF NY 272944 381760 2392 SHS BROADRIDGE FINL SOL 210982 427250 6000 CAPITAL ONE FI 149214 156120 2626 CDW CORP 451917 537752 4272 CISCO SYSTEMS INC 168555 264380 4725 SHS COMCAST CORP 262245 355581 6000 DIGITAL REALTY 153574 160680 5613 EBAY INC 349950 373265 350 ESTEE LAUDER CO INC 67363 129570 1510 SHS HOME DEPOT INC 249722 610065 2250 SHS HONEYWELL INTL INC 336874 457679 1575 HUNTINGTON INGALLS 276964 302519 2214 IBM CORP 259443 289240 1717 IDEX CORP 336731 421122 3230 SHS INTERCONTINENTAL 266625 431509 2970 SHS JPMORGAN CHASE & CO 215553 325884 1578 L3HARRIS TECHNOLOGIES INC 272675 324765 3080 SHS MARCH & MC LENNAN CO 262474 524067 2025 SHS MEDTRONIC PLC 257494 316557 3995 SHS MERCK & CO INC 258957 299279 3950 SHS MICROSOFT CORP 480423 1298195 4850 MONDELEZ INTL 269662 321604 6015 SHS NEXTERA ENERGY INC 295030 549424 10000 NTNL STORAGE AFF 6% PFD 232454 260300 1896 SHS PEPSICO INCORPORATED 240182 322406 822 POOL CORP 219904 456762 2676 PRIMERICA INC 403148 410151 2275 PROCTER & GAMBLE 209178 363148 5000 SYNCHRONY FI 5.625% PFD 126664 134650 1595 SHS UNION PACIFIC CORP 236112 391751 4090 VALERO ENERGY CORP 256881 300440 1423 SHS VISA INC 202647 300793 2864 SHS WALT DISNEY CO 331623 326198 537196 549683 0 0 ISHARES CORE S&P 500 AT COST 1109896 1453401 6615 ISHARES MSCI USA QLTY AT COST 972977 1239443 11840 SCHWAB US DIVIDEND AT COST 910836 1157081 2495 VANGUARD MID CAP ETF AT COST 847824 1053474 15457 PAYDEN LOW DURATION AT COST 154664 155350 1448 AMERICAN TOWER CORP AT COST 315751 423540 445 EQUINIX INC AT COST 295090 363711 8800 PS BUSINESS AT COST 212035 238128 DIVIDENDS RECEIVABLE 57542 45074 45074 INTANGIBLE ASSETS - SOFTWARE 6275 2092 2092 REFUNDABLE EXCISE TAXES 0 1413 1413 ADJUSTMENT TO COST BASIS 53593 DUES, FEES AND SUBSCRIPTION 1030 0 1030 WEBSITE EXPENSES 1200 0 1200 OFFICE EXPENSES 1476 0 1476 INSURANCE 2926 0 2926 TELEPHONE 1100 0 1100 AMORTIZATION 4183 0 4183 OTHER CONSULTANTS 0 0 0 INVESTMENT ADVISORY FEES 112038 112038 0 EXCISE TAX ON INVESTMENT INCOME 61257 0 0