2018-04-17T00:00:00-05:00 2017-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990PF 2017-01-01 042103780 FRANKLIN SQUARE HOUSE FOUNDATION INC FRAN 6173123400 PO BOX 78037 BELMONT MA 02478 AUDREY K WANG PRESIDENT 6173123400 2018-04-19 1 MAUREEN L SULLIVAN CPA P00296843 5088717178 2018-04-19 2017 2022-09-23 18:48:47Z X 25333611 X X 754164 754164 2137433 10034766 2137433 2891597 2891597 154500 0 154500 1660 0 1660 10420 0 10420 16772 0 16772 144323 139060 5263 40651 0 0 7822 0 7822 15998 0 15998 392146 139060 212435 1012349 1012349 1404495 139060 1224784 1487102 2752537 70990 44606 44606 791779 1236455 1236455 1734 2083 2083 0 1108880 1109835 11603219 12755418 16236560 1946981 5955208 5944345 6029918 725213 685627 22280 74100 74100 20466901 21901963 25333611 14242 49557 14242 49557 X 20452659 21852406 20452659 21852406 20466901 21901963 20452659 1487102 0 21939761 87355 21852406 SALE OF MARKETABLE SECURITIES P 10034766 7897333 2137433 2137433 2137433 0 1083984 23051960 0.047024 1172798 23748202 0.049385 1131931 23781523 0.047597 994431 22594775 0.044012 1745170 21280511 0.082008 0.270026 0.054005 24046032 1298606 27525 1326131 1224784 55051 0 55051 0 55051 20840 0 0 20840 2 34213 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 ROBERT E GOLDSTEIN PO BOX 78037 BELMONT MA 02478 EXECUTIVE DIRECTOR 40.00 154500 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 PRESIDENT 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 SUZANNE KENNEY PO BOX 78037 BELMONT MA 02478 BOARD MEMBER (THROUGH 9/2017) 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 CLERK 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 24180047 232168 0 24412215 0 0 24412215 366183 24046032 1202302 1202302 55051 55051 1147251 0 1147251 0 1147251 1224784 0 1224784 0 1224784 1147251 0 0 702978 20611 723589 1224784 0 0 0 1147251 77533 0 0 801122 0 0 0 0 0 0 702978 98144 20611 77533 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 FOR BOSTON COMMUNITY DEVELOPMENT (ABCD) 178 TREMONT STREET BOSTON MA 02111 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - SAVIN STREET HEADSTART 43056 BRIDGEWELL INC 471 BROADWAY LYNNFIELD MA 01940 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - FAMILY RECOVERY 40600 CASA MYRNA 38 WAREHAM STREET BOSTON MA 02118 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - EVA CENTER 55282 CENTERBOARD INC 16 CITY HALL SQUARE LYNN MA 01901 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - TEEN PARENT SHELTER 100000 ELIZABETH STONE HOUSE PO BOX 300039 JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - 8 NOTRE DAME STREET 33000 ELLIS MEMORIAL 58 BERKELEY STREET BOSTON MA 02116 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - 58 BERKELEY STREET, RENOVATION OF FACILITY 50000 EPIPHANY SCHOOL 154 CENTRE STREET DORCHESTER MA 02124 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - EARLY LEARNING CENTER 29393 FAMILY AID BOSTON 727 ATLANTIC AVENUE BOSTON MA 02111 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - 132-134 ELLINGTON STREET 82500 FATHER BILLS & MAINSPRING 430 BELMONT STREET BROCKTON MA 02301 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - EMERGENCY SHELTER 75000 HEADING HOME 529 MAIN STREET CHARLESTOWN MA 02129 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - DULEY HOUSE 40294 HEALTH IMPERATIVES 942 WEST CHESTNUT STREET BROCKTON MA 02301 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - PENELOPE'S PLACE DOMESTIC VIOLENCE SHELTER 45315 HOUSING ASSISTANCE CORPORATION 460 WEST MAIN STREET HYANNIS MA 02601 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - CARRIAGE HOUSE 12182 IBA 405 SHAWMUT AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - ESCUELITA BORIIKEN EARLY CHILDHOOD CENTER 50000 NORTHSTAR LEARNING CENTERS INC 53 LINDEN STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - BOSTON COLLEGE HS AT ST. MARY'S 39787 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - 124-130 PARK STREET 50700 PLYMOUTH AREA COALITION FOR THE HOMELESS 149 BISHOPS HIGHWAY KINGSTON MA 02364 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - PILGRIM'S HOPE SHELTER 57850 SALEM COMMUNITY CHILDCARE 90-92 CONGRESS STREET SALEM MA 01970 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - SALEM COMMUNITY CHILDCARE 36294 ST MARY'S WOMEN AND CHILDREN 90 CUSHING AVENUE DORCHESTER MA 02125 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - MARGARET'S HOUSE 49625 YMCA OF GREATER BOSTON 316 HUNTINGTON AVENUE BOSTON MA 02115 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - WANG YMCA 28140 YMCA SOUTHCOAST 128 UNION STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - EARLY CHILDHOOD PROGRAM 43331 YWCA OF GREATER LAWRENCE 38 LAWRENCE STREET LAWRENCE MA 01840 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - EARLY CHILDCARE CENTER 50000 1012349 0 14 754164 18 2137433 0 2891597 0 2891597 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 16772 0 16772 150000 SHS MCKESSON CORPORAT 149553 149940 150000 SHS GOLDMAN SACHS GROUP 150031 149375 150000 SHS VERIZON COMMUNI 148203 148178 150000 SHS ABBOTT LABORATORIES 148904 148723 200000 SHS FORD MOTOR CRED 199092 199307 150000 SHS COMCAST CORPORA 144054 144855 150000 SHS AT&T INC 148475 150221 150000 SHS EBAY INC 146133 148575 150000 SHS CAMPBELL SOUP CO 148164 148365 150000 SHS ABBOTT LABORATORIES 149517 152615 250000 SHS MCKESSON CORPORAT 249023 249900 250000 SHS JEFFERIES GROUP 258765 251845 125000 SHS KEY CORP INC 125791 125113 250000 SHS RYDER SYSTEM INC 252573 250677 250000 SHS MORGAN STANLEY 271095 263541 100000 SHS ANHEUSER-BUSCH 113027 108361 128000 SHS DR PEPPER SNAPPLE 127634 126917 250000 SHS CITIGROUP INC 251065 251219 125000 SHS INGREDION INC 134229 131404 125000 SHS GAP INC 132535 134435 250000 SHS AUTOZONE INC 258565 257132 250000 SHS PRIMERICA INC 268793 267049 125000 SHS CVS HEALTH CORP 128589 126867 150000 SHS CBRE SERVICES INC 156900 154381 250000 SHS BANK OF AMERICA C 260533 265266 250000 SHS GOLDMAN SACHS GROUP 257735 261896 250000 SHS QVC INC 255315 261562 125000 SHS OLD REPUBLIC IN 135159 133963 250000 SHS MASCO CORP 268440 265351 250000 SHS CAPITAL ONE FINL 253913 257076 250000 SHS ARCH CAPITAL FI 263403 260236 7000 SHS AT&T INC. 233148 272160 3177 SHS ABBOT LABS 123674 181311 1800 SHS ANALOG DEVICES 102457 160254 30000 SHS APACHE CORP 135434 126660 1000 SHS APPLE INC. 105445 169230 2000 SHS BWX TECHNOLOGIES 123299 120980 2000 SHS BAXTER INTERNATIONAL 92224 129280 4400 SHS BB&T CORPORATION 142111 218768 350 SHS BERKSHIRE HATHAWAY 60725 69377 7000 SHS BOSTON PROPER 172320 176761 1100 SHS CHUBB LTD 136355 160743 3000 SHS CINEMARK HOLDINGS 77802 104460 3300 SHS CISCO SYSTEMS INC 75072 126390 5000 SHS COMCAST CORP 105593 200250 3500 SHS CORECIVIC INC 119305 78750 800 SHS DXC TECHNOLOGY 64042 75920 5000 SHS DEVON ENERGY 102433 207000 3000 SHS DOWDUPONT 102262 213660 1800 SHS EATON CORP PLC 116473 142218 1700 SHS ENTERGY CORP 113572 138363 6000 SHS FEDERATED INVS PA 165768 216480 11000 SHS FORD MOTOR COMPANY 169073 137390 9000 SHS GENERAL ELECTRIC CO 250636 167520 3300 SHS GLAXOSMITHKLINE PLC 176307 117051 600 SHS HAEMONETICS CORP 34109 34848 3000 SHS HAIN CELESTIAL GROUP 116979 127170 3000 SHS HEWLETT PACKARD ENTE 41162 43080 8000 SHS HUNTINGTON BANCSHS 106139 116480 1600 SHS JOHNSON & JOHNSON 200114 223552 5000 SHS KIMCO REALTY 118240 125200 1200 SHS M & T BANK CORP 141096 205188 1100 SHS MEDTRONIC PLC 94218 88825 1200 SHS MICROSOFT CORP 45775 102648 11000 SHS NEW YORK CMNTY BANCO 133563 143220 3800 SHS OCCIDENTAL PETROL CO 264191 279908 1600 SHS OMNICOM GROUP INC 115077 116528 4000 SHS PAYPAL HOLDINGS INCO 132507 294480 4400 SHS PBF ENERGY INC 91187 155980 300 SHS PEPSICO INCORPORATED 35170 35976 5000 SHS PFIZER INCORPORATED 150209 181100 6000 SHS PPL CORPORATION 208775 185700 400 SHS PROCTER & GAMBLE 35727 36752 5000 SHS PUBLIC STORAGE 120461 124950 6000 SHS RLJ LODGING TR 170940 162060 4500 SHS ROYAL DUTCH SHELL 258747 307305 4825 SHS SABRA HLTH C 124972 122683 6000 SHS STAG INDUSTR 160517 157080 2100 SHS SYSCO CORPORATION 129925 127533 4920 SHS TAUBMAN CENTE 124974 124082 1800 SHS TIME WARNER 108868 164646 4500 SHS UNILEVER N V 168032 253440 1400 SHS UNITED PARCEL SRVC 144193 166810 3500 SHS VERIZON COMMUNICATN 168022 185255 8200 SHS VODAFONE GROUP 300610 261580 6000 SHS VORNADO REALT 121506 126300 1280 SHS WALMART STORES INC 98004 126400 4500 SHS WELLS FARGO BK 257608 273015 2200 SHS ZIMMER BIOMET HLDGS 243959 265474 400 SHS 3M COMPANY 95320 94148 3290 SHS ABBOTT LABORATORIES 130686 187760 1450 SHS ABBVIE INC 78858 140230 1465 SHS ACCENTURE PLC 77635 224277 1020 SHS AIR PROD 53172 167362 896 SHS ALLERGAN PLC 160260 146568 1250 SHS AMERIPRISE FINANCIAL 80148 211838 1450 SHS AMERISOURCEBERGEN CO 107639 133139 1845 SHS ANALOG DEVICES INC 147842 164260 1785 SHS APPLE INC 209411 302076 1475 SHS AUTO DATA PROCESSING 59435 172855 2510 SHS BROADRIDGE FINL SOLU 68531 227356 1490 SHS CHEVRON CORPORATION 129396 186533 1115 SHS CHUBB LTD 121437 162935 2320 SHS CITIGROUP INC 140661 172631 3000 SHS COCA COLA COMPANY 44165 137640 1345 SHS DOMINION RESOURCES 75763 109026 1880 SHS FIDELITY NATL INFO 145056 176889 1165 SHS HOME DEPOT INC 93718 220802 1450 SHS HONEYWELL INTL INC 152265 222372 2610 SHS INTERCONTINENTAL EXC 156750 184162 5700 SHS INTERPUBLIC GRP COS 135931 114912 775 SHS JOHNSON & JOHNSON 53287 108283 2025 SHS JPMORGAN CHASE & CO 132680 216554 1165 SHS KRAFT HEINZ COMPANY 61610 90590 2080 SHS MARSH & MC LENNAN CO 126559 169291 1985 SHS MEDTRONIC PLC 150327 160289 2515 SHS MERCK & CO INC 147869 141519 2990 SHS MICROSOFT CORP 88124 255765 970 SHS NEXTERA ENERGY INC 99013 151504 1405 SHS OCCIDENTAL PETROL CO 111376 103492 3575 SHS PFIZER INCORPORATED 65713 129487 1450 SHS PROCTER & GAMBLE 100511 133226 1165 SHS RAYTHEON COMPANY 121576 218845 1545 SHS ROYAL CARIBBEAN CRUI 127356 184288 2560 SHS ROYAL DUTCH SHELL 155639 174822 7250 SHS SABRE CORPORATION 183337 148625 1065 SHS UNION PACIFIC CORP 108147 142817 2025 SHS VERIZON COMMUNICATN 98948 107183 2025 SHS VISA INC 158675 230891 1935 SHS WALGREENS BOOTS ALLI 166432 140520 1100 METLIFE 54261 55616 6000 SHS VORNADO REALT 148793 156958 1108880 1109835 0 0 8422 SABRA HEALTH REIT AT COST 198513 158081 2000 SHS WELLTOWER INC. AT COST 124278 127540 10 VANGUARD ETF AT COST 805 793 150000 SHS FNMA AT COST 153193 152623 300000 SHS FNMA AT COST 248424 246590 DIVIDENDS RECEIVABLE 22280 74100 74100 ADJUSTMENT TO COST BASIS FOR NONDIVIDEND DISTRIBUTIONS 87355 DUES, FEES AND SUBSCRIPTION 1015 0 1015 WEBSITE EXPENSES 882 0 882 OFFICE EXPENSES 7996 0 7996 INSURANCE 1780 0 1780 TELEPHONE 1200 0 1200 MISCELLANEOUS 3125 0 3125 OTHER CONSULTANTS 5263 0 5263 INVESTMENT ADVISORY FEES 139060 139060 0 EXCISE TAX ON INVESTMENT INCOME 40651 0 0