2019-04-17T14:16:08-05:00 2018-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990PF 2018-01-01 042103780 FRANKLIN SQUARE HOUSE FOUNDATION INC FRAN 6173123400 PO BOX 78037 BELMONT MA 02478 AUDREY K WANG PRESIDENT 6173123400 2019-04-02 1 MAUREEN L SULLIVAN CPA P00296843 5088717178 2019-04-02 71.248.188.134 2019-04-02 12:29:33 ED P AC2EA8E77E4E4E29115022B45551DCF15E686FE8 69E9977AC052CEB93F1ED3E2D4B07C277CAC5DE2 2018 2019-02-21 02:37:17Z X 23625542 X X 747647 747647 511602 6625955 511602 80006 0 1339255 1259249 167225 0 167225 1650 0 1650 10778 0 10778 20874 0 20874 140904 137204 3700 57738 271 0 7286 0 7286 20526 0 20526 426981 137475 232039 901365 901365 1328346 137475 1133404 10909 1121774 44606 164254 164254 1236455 829345 829345 2083 20494 20494 1108880 1957831 1955798 12755418 12353136 14286542 5955208 6149571 5926511 725213 356825 357895 74100 84703 84703 21901963 21916159 23625542 49557 17980 34143 49557 52123 X 21852406 21864036 21852406 21864036 21901963 21916159 21852406 10909 721 21864036 0 21864036 SALE OF INVESTMENTS P 6625955 6114353 511602 511602 511602 0 1224784 24046032 0.050935 1083984 23051960 0.047024 1172798 23748202 0.049385 1131931 23781523 0.047597 994431 22594775 0.044012 0.238953 0.047791 24614921 1176372 11218 1187590 1133404 22435 0 22435 0 22435 41310 0 0 41310 0 18875 18875 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 167225 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 VINCENT MCCARTHY 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 LYDIA 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 24282452 707316 0 24989768 0 0 24989768 374847 24614921 1230746 1230746 22435 22435 1208311 80006 1288317 0 1288317 1133404 0 1133404 0 1133404 1288317 0 0 20611 77533 98144 1133404 0 0 0 1133404 0 98144 98144 0 0 0 0 0 56769 0 0 0 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 CAPITAL GRANT - CAPITAL IMPROVEMENTS 50000 CASA ESPERANZA 302 EUSTIS STREET ROXBURY MA 02119 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - RECOVERY HOME FOR WOMEN AND CHILDREN 48284 CASPARBAYCOVE PO BOX 45538 SOMERVILLE MA 02145 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - RECOVERY HOME FOR WOMEN 70585 COMMUNITY ACTION INC 3 WASHINGTON SQUARE 4TH FLOOR HAVERILL MA 01830 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - CAPITAL IMPROVEMENTS 49013 COMMUNITY ACTION OF CAPE COD & THE ISLANDS 88 NORTH STREET HYANNIS MA 02601 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - DOMESTIC VIOLENCE SHELTER 46648 COMMUNITY TEAMWORK 155 MERRIMACK STREET LOWELL MA 01852 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - 8 NOTRE DAME STREET 27017 CRISPUS ATTUCKS CHILDCARE CENTER 105 CRAWFORD STREET DORCHESTER MA 02121 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - 58 BERKELEY STREET, RENOVATION OF FACILITY 50000 EDWINA 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0 ACCOUNTING FEES 20874 0 20874 150000 SHS GOLDMAN SACHS GROUP 150581 149464 150000 SHS VERIZON COMMUNI 148982 148620 200000 SHS FORD MOTOR CRED 200376 195274 150000 SHS COMCAST CORPORA 145178 142980 150000 SHS AT&T INC 148487 146312 150000 SHS EBAY INC 147931 144350 150000 SHS CAMPBELL SOUP CO 149716 141517 106000 SHS ABBOTT LABRATORIES 105969 105392 75000 SHS LINDE PLC 74228 73653 125000 SHS BECTON, DICKENS 123176 123199 140000 SHS PACKAGING CORP 138533 137484 125000 SHS THE KROGER CO 124212 122814 75000 SHS THE HOME DEPOT 73472 73514 75000 PEPSICO INC 73465 73422 100000 HASBRO INC 100852 99638 75000 SYSCO CORP 74409 73234 75000 CATERPILLAR FINL 75117 74323 250000 SHS RYDER SYSTEM INC 253104 249283 250000 SHS MORGAN STANLEY 274923 253730 100000 SHS ANHEUSER BUSCH 113905 103077 128000 SHS DR PEPPER SNAPPLE 128814 126131 2500000 SHS CITIGROUP INC 252261 246651 125000 SHS INGREDION INC 135193 127575 1250000 SHS THE GAP INC 134167 127300 250000 AUTOZONE INC 260518 249547 150000 SHS DUKE 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HUNTINGTON BANCSHS 106139 95360 1600 SHS JOHNSON & JOHNSON 200114 206480 5000 SHS KIMCO REALTY 118240 105550 1100 SHS MEDTRONIC PLC 94218 100056 3800 SHS OCCIDENTAL PETROL CO 264191 233244 1500 SHS PAYPAL HOLDINGS INCO 49686 126135 1200 SHS PEPSICO INCORPORATED 124950 132576 5000 SHS PFIZER INCORPORATED 150209 218250 7300 SHS PPL CORPORATION 246175 206809 400 SHS PROCTER & GAMBLE 35727 36768 5000 SHS PUBLIC STORAGE 120461 110250 6000 SHS RLJ LODGING TR 170940 148680 4500 SHS ROYAL DUTCH SHELL 258746 269730 6000 SHS STAG INDUSTR 160517 154200 2100 SHS SYSCO CORPORATION 129925 131586 4920 SHS TAUBMAN CENTE 124974 115866 4000 SHS UNILEVER N V 152720 215200 1400 SHS UNITED PARCEL SRVC 144193 136542 3500 SHS VERIZON COMMUNICATN 168022 196770 5000 SHS VORNADO REALT 121506 112450 1680 SHS WALMART STORES INC 131499 156492 4500 SHS WELLS FARGO BK 257608 207360 1800 SHS ZIMMER BIOMET HLDGS 202086 186696 600 SHS 3M COMPANY 135350 114324 6000 SHS VORNADO REALT 148795 123300 5395 SHS BB&T CORP 133986 119445 300 SHS BIOGEN IN 104641 90276 2800 SHS BOSTON SCIENTIFIC 94757 98952 2500 SHS BP PLC 101238 94800 5700 SHS CONDUENT INC 120376 60591 2300 SHS EBAY INC 78981 64561 900 SHS EVEREST RE GROUP 209677 195984 2100 SHS FIRST AMER FINANCIAL 99663 93744 3700 SHS FIRST HAWAIIAN INC 91868 83287 5300 SHS GLAXOSMITHSKLINE PC 253602 202513 3000 SHS MONDELEX INTL 118371 120090 2500 SHS NUVASIVE INC 122766 123900 700 SHS PIONEER NATURAL RES 102665 92064 5390 SHS THE BANK OF NE 134479 122515 3400 SHS UNITED BANKSHRS INC 125618 105774 3290 SHS ABBOTT LABORATORIES 130686 237966 1450 SHS ABBVIE INC 78858 133676 1465 ACCENTURE PLC 77635 206580 1020 SHS AIR PROD 53172 163251 896 SHS ALLEGRAN PLC 160260 119759 1250 SHS AMERIPRISE FINANCIAL 80148 130463 1450 SHS AMERISOURCEBERGEN CO 107639 107880 1845 SHS ANALOG DEVICES INC 147842 158356 1158 SHS APPLE INC 136166 182663 1475 SHS AUTO DATA PROCESSING 59435 193402 1532 SHS BROADRIDGE FINL SOL 47364 147455 1490 SHS CHEVRON CORP 129396 162097 1115 SHS CHUBB LTD 121437 144036 3000 SHS COCA COLA COMPANY 44165 142050 1345 SHS DOMINION RESOURCES 75763 96114 1880 SHS FIDELITY NATL INFO 145056 192794 1165 SHS HOME DEPOT INC 93718 200170 1450 SHS HONEYWELL INTL INC 146228 191574 2610 SHS INTERCONTINENTAL EXC 156750 196611 5700 SHS INTERPUBLIC GRP COS 135931 117591 775 JOHNSON & JOHNSON 53287 100014 2025 SHS JPMORGAN CHASE & CO 132680 197681 2080 SHS MARCH & MC LENNAN CO 126559 165880 1985 SHS MEDTRONIC PLC 150327 180556 2515 SHS MERCK & CO INC 147869 192171 2990 SHS MICROSOFT CORP 88124 303694 970 SHS NEXTERA ENERGY INC 99013 168605 1405 SHS OCCIDENTAL PETROL CO 111376 86239 3575 SHS PFIZER INCO 65713 156049 1450 PROCTER & GAMBLE 100511 133284 1165 RAYTHEON COMPANY 121576 178653 1945 SHS ROYAL CARIBBEAN CRUI 171500 190202 2560 SHS ROYAL DUTCH SHELL 155639 153446 1065 SHS UNION PACIFIC CORP 108147 147215 2025 SHS VISA INC 158675 267179 1935 SHS WALGREENS BOOTS ALLI 166432 132219 4500 SHS AT&T INC 147044 128430 42 SHS BOEING CO 12966 13545 3500 SHS ORACLE CORP 159307 158025 1250 SHS WALT DISNEY CO 145777 137063 2100 SHS ROSS STORES INC 180310 174720 1957831 1955798 0 0 6422 SABRA HEALTH REIT AT COST 134988 105835 2000 SHS WELLTOWER INC. AT COST 124092 138820 4000 SHS STORE CAPITAL CORP AT COST 97745 113240 DIVIDENDS RECEIVABLE 74100 84703 84703 DUES, FEES AND SUBSCRIPTION 1015 0 1015 WEBSITE EXPENSES 500 0 500 OFFICE EXPENSES 7838 0 7838 INSURANCE 2752 0 2752 TELEPHONE 1100 0 1100 MISCELLANEOUS DONATIONS 7321 0 7321 RETURN OF GRANT FUNDING 80006 80006 ADJUSTMENT TO COST BASIS FOR NONDIVIDEND DISTRIBUTIONS 721 OTHER CONSULTANTS 3700 0 3700 INVESTMENT ADVISORY FEES 137204 137204 0 EXCISE TAX ON INVESTMENT INCOME 57467 0 0 FOREIGN TAXES PAID 271 271 0