2017-04-05T15:40:47-05:00 2016-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990PF 2016-01-01 042103780 FRANKLIN SQUARE HOUSE FOUNDATION INC FRAN 6173123400 PO BOX 78037 BELMONT MA 02478 VANESSA CALDERON-ROSADO PRESIDENT 6173123400 2017-04-05 1 MAUREEN L SULLIVAN CPA P00296843 5088717178 2017-04-05 71.248.188.134 2017-04-05 16:28:01 ED P 6A3F71915A78F845A7D581CF89C2F0AECA7014F0 0D4C8ECD24EC751BACF6694ED05C566ACFA0BC2A 2016 2021-01-29 14:40:06Z X 24015356 X X 336 336 529902 529902 635055 12010238 635055 18750 18750 0 1184043 1165293 18750 150000 0 150000 9842 0 9842 941 0 941 17145 0 17145 128711 123288 5423 43077 0 0 7689 0 7689 16118 0 16117 373523 123288 207157 876827 876827 1250350 123288 1083984 -66307 1042005 18750 190407 70990 70990 43909 791779 791779 1734 1734 1734 873992 0 0 15639637 11603219 14676052 0 1946981 2154065 3767645 6029918 6298456 17042 22280 22280 20534366 20466901 24015356 15400 14242 15400 14242 X 20518966 20452659 20518966 20452659 20534366 20466901 20518966 -66307 0 20452659 0 20452659 PUBLICLY TRADED SECURITIES P 12006058 11375183 630875 630875 CAPITAL GAINS DIVIDENDS P 4180 4180 4180 635055 0 1172798 23748202 0.049385 1131931 23781523 0.047597 994431 22594775 0.044012 1745170 21280511 0.082008 1340849 22790904 0.058833 0.281835 0.056367 23051960 1299370 10420 1309790 1083984 20840 0 20840 0 20840 35240 35240 14400 14400 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 ROBERT E GOLDSTEIN PO BOX 78037 BELMONT MA 02478 EXECUTIVE DIRECTOR 40.00 150000 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 (AS OF 12/7/16) 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 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 DAVID PARKER PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 CHERYL FORTE PO BOX 78037 BELMONT MA 02478 TREASURER (UNTIL 11/1/16) 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 NONE 0 NONE 0 0 22889839 513166 0 23403005 0 0 23403005 351045 23051960 1152598 1152598 20840 20840 1131758 18750 1150508 0 1150508 1083984 0 1083984 0 1083984 1150508 0 0 89360 702978 20611 812949 1083984 0 0 0 1083984 0 66524 66524 746425 0 0 0 0 0 0 22836 723589 702978 20611 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. ASPIRE DEVELOPMENTAL SERVICES 103 JOHNSON STREET LYNN MA 01902 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT 50000 BEVERLY CHILDREN'S LEARNING CENTER 550 CABOT STREET BEVERLY MA 01415 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT 25423 BOSTON CHINATOWN NEIGHBORHOOD ASSOCIATION 885 WASHINGTON STREET BOSTON MA 02111 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT 30135 CASA ESPERANZA 245 EUSTIS STREET ROXBURY MA 02119 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - DUNSMORE HOUSE 99950 CATHOLIC CHARITIES 51 SLEEPER STREET BOSTON MA 02210 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT 42198 COMMUNITY ACTION OF CAPE COD 88 NORTH STREET HYANNIS MA 02601 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - SAFE HARBOR 49384 COMMUNITY ACTION INC 3 WASHINGTON SQUARE HAVERHILL MA 01830 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT 38700 COMMUNITY TEAMWORK 155 MERRIMACK STREET LOWELL MA 01852 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - PRINCETON HOUSE 28240 CRITTENTON WOMEN'S UNION ONE WASHINGTON MALL BOSTON MA 02108 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - STEPS HOUSING PROGRAM 41112 FRIENDS OF BOSTON'S HOMELESS 12 WISE STREET JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - SUPPORTIVE HOUSING 47933 JFK FAMILY SERVICE CENTER 23A MOULTON STREET CHARLESTOWN MA 02129 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - HEADSTART 26155 LAZARUS HOUSE PO BOX 408 LAWRENCE MA 01842 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - ISHAH HOUSE 7500 LYNN SHELTER ASSOCIATION 100 WILLOW STREET LYNN MA 01910 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - PLAY AREA 47131 MERRIMACK VALLEY YMCA 101 AMERSBURY STREET LAWRENCE MA 01840 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT 14460 PATHWAYS FOR CHILDREN 29 EMERSON AVENUE GLOUCESTER MA 01930 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT 23295 SOUTH MIDDLESEX OPPORTUNITY COUNCIL (SMOC) 7 BISHOP STREET FRAMINGHAM MA 01702 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT 27850 THE DIMOCK CENTER 55 DIMOCK STREET ROXBURY MA 02119 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT/DISCRETIONARY GRANT 93024 VICTORY PROGRAMS 965 MASSACHUSETTS AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT 66000 VIETNAMESE AMERICAN INTIATIVE FOR DEVELOPMENT 42 CHARLES STREET DORCHESTER MA 02122 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT 18337 YWCA OF GREATER LAWRENCE 30 LAWRENCE STREET LAWRENCE MA 01840 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT 100000 876827 0 14 336 14 529902 18 635055 RETURN OF GRANT FUNDS 18750 0 1165293 18750 1184043 11A RETURN OF GRANT FUNDS AWARDED IN PRIOR YEAR 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 17145 0 17145 67388.3090 SHS DODGE & COX INCOME FUND 775183 915807 54896.6090 SHS VANGUARD GNMA FUND 568986 578610 64428.2110 SHS VANGUARD INTERM TERM 602812 659648 8500 SHS A T & T INC 284846 361510 2100 SHS ANALOG DEVICES INC 119534 152502 4000 SHS APACHE CORP 193334 253880 1200 SHS APPLE INC 125381 138984 2000 SHS BANK OF HAWAII CORP 84241 177380 2000 SHS BAXTER INTERNATIONAL 92224 88680 4400 SHS BB&T CORPORATION 142111 206888 3000 SHS BROADRIDGE FINL SOLU 68021 198900 1100 SHS CHUBB LTD 136355 145332 3000 SHS CINEMARK HOLDINGS 77802 115080 3300 SHS CISCO SYSTEMS INC 75072 99726 2500 SHS COMCAST CORPORATION 105593 172625 3500 SHS CORECIVIC INC 120045 85610 2300 SHS CVS HEALTH CORP 140557 181493 6000 SHS DEVON ENERGY CORP 122919 274020 3000 SHS DOW CHEMICAL COMPANY 102262 171660 2000 SHS EASTMAN CHEMICAL CO 150330 150420 1800 SHS EATON CORP PLC 120577 120762 1800 SHS ENDURANCE SPECALTY 117828 166320 1700 SHS ENTERGY CORP 113572 124899 6000 SHS FIRST AMER FINANCIAL 138753 219780 11000 SHS FORD MOTOR COMPANY 169073 133430 9600 SHS GENERAL ELECTRIC CO 250636 303360 3300 SHS GLAXOSMITHKLINE PLC 176307 127083 5500 SHS INVESCO LTD 148832 166870 1484 SHS LIBERTY BROADBAND CO 68608 109920 4000 SHS LIBERTY MEDIA CORP 107612 135680 1200 SHS M & T BANK CORP 141096 187716 1200 SHS MCKESSON CORPORATION 111859 168540 2400 SHS MICROSOFT CORP 86341 149136 2700 SHS NATIONAL FUEL GAS CO 145464 152928 11000 SHS NEW YORK CMNTY BANCO 133563 175010 9000 SHS NISOURCE INC HOLDING 153009 199260 1000 SHS NORFOLK SOUTHERN CO 76509 108070 2400 SHS NORTHWEST NATURAL GA 101678 143520 2000 SHS OCCIDENTAL PETROL CO 139076 142460 1600 SHS OMNICOM GROUP INC 115077 136176 1320 SHS ORBITAL ATK INC 103906 115804 3250 SHS PAYCHEX INC 152695 197860 4000 SHS PAYPAL HOLDINGS INCO 132507 157880 5000 SHS PFIZER INCORPORATED 150209 162400 6000 SHS PPL CORPORATION 208775 204300 8000 SHS REGAL ENTERTAINMENT 125614 164800 3500 SHS ROYAL DUTCH SHELL 199211 202895 3000 SHS RPM INTERNATIONAL 110663 161490 2500 SHS ST JUDE MEDICAL INC 143084 200475 5000 SHS SYNCHRONY FINANCIAL 155103 181350 3600 SHS TIME WARNER INC 185289 347508 4500 SHS UNILEVER N V F 168032 184770 1400 SHS UNITED PARCEL SRVC 144193 160496 3500 SHS VERIZON COMMUNICATN 168022 186830 5200 SHS VODAFONE GROUP 211004 127036 1280 SHS WAL-MART STORES INC 98004 88474 5300 SHS WESTERN UNION CO 92103 115116 1400 SHS ZIMMER BIOMET HLDGS 146555 144480 3400 SHS ABBOTT LABORATORIES 134915 130594 1500 SHS ABBVIE INC 81577 93930 1400 SHS ACCENTURE PLC 54859 163982 1050 SHS AIR PROD & CHEMICALS 54465 151011 1100 SHS AMERIPRISE FINANCIAL 60098 122034 1500 SHS AMERISOURCEBERGEN CO 111351 117285 1600 SHS APPLE INC 186908 185312 1500 SHS AUTO DATA PROCESSING 47727 154170 2500 SHS BROADRIDGE FINL SOLU 52832 165750 950 SHS CHEVRON CORPORATION 68388 111815 1350 SHS CHUBB LTD 138493 178362 4500 SHS CISCO SYSTEMS INC 121422 135990 3100 SHS COCA COLA COMPANY 44620 128526 1400 SHS DOMINION RES INC VA 78860 107226 1600 SHS FIDELITY NATL INFO 123340 121024 4400 SHS GENERAL ELECTRIC CO 140792 139040 1200 SHS HOME DEPOT INC 96534 160896 1500 SHS HONEYWELL INTL INC 157515 173775 5900 SHS INTERPUBLIC GRP COS 140698 138119 800 SHS JOHNSON & JOHNSON 54747 92168 2600 SHS JPMORGAN CHASE & CO 152516 224354 1200 SHS KRAFT HEINZ COMPANY 66373 104784 2700 SHS MARSH & MC LENNAN CO 158644 182493 2050 SHS MEDTRONIC PLC 156357 146022 2600 SHS MERCK & CO INC 152827 153062 2900 SHS MICROSOFT CORP 64845 180206 1000 SHS NEXTERA ENERGY INC 102075 119460 1200 SHS OCCIDENTAL PETROL CO 97538 85476 3700 SHS PFIZER INCORPORATED 68011 120176 1500 SHS PROCTER & GAMBLE 103657 126120 1200 SHS RAYTHEON COMPANY 125229 170400 3300 SHS REPUBLIC SERVICES 132165 188265 1600 SHS ROYAL CARIBBEAN CRUISE 131890 131264 1450 SHS ROYAL DUTCH SHELL 93988 84057 5000 SHS SABRE CORPORATION 133393 124750 3020 SHS UNILEVER PLC 76168 122914 1100 SHS UNION PACIFIC CORP 111701 114048 2100 SHS VERIZON COMMUNICATN 102612 112098 2000 SHS WALGREENS BOOTS ALLI 172023 165520 0 0 0 0 CORPORATE BOND EXCHANGE TRADED FUNDS AT COST 0 0 CASH EQUIVALENTS AT COST 5647023 5647023 4200 SHS SUN COMMUNITIES AT COST 60016 321762 2000 SHS WELLTOWER INC. AT COST 124283 133865 2467 SHS VANGUARD SHORT TERM COR AT COST 198596 195806 LEGAL FEES 941 0 941 DIVIDENDS RECEIVABLE 17042 22280 22280 DUES, FEES AND SUBSCRIPTION 1015 0 1015 WEBSITE EXPENSES 1440 0 1440 OFFICE EXPENSES 9089 0 9046 INSURANCE 3328 0 3328 TELEPHONE 1200 0 1200 MISCELLANEOUS 46 0 88 RETURN OF GRANT FUNDS 18750 18750 OTHER CONSULTANTS 5423 0 5423 INVESTMENT ADVISORY FEES 123288 123288 0 EXCISE TAX ON INVESTMENT INCOME 43077 0 0