2016-04-12T13:36:16-05:00 2015-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990PF 2015-01-01 042103780 FRANKLIN SQUARE HOUSE FOUNDATION INC FRAN 6173123400 PO BOX 78037 BELMONT MA 02478 VANESSA CALDERON-ROSADO PRESIDENT 6173123400 2016-03-25 1 MAUREEN L SULLIVAN CPA P00296843 5088717178 2016-03-25 2015 2016-09-27 15:27:22Z X 23205639 X X 149 149 548091 548091 1343756 13170120 1343756 10000 0 1901996 1891996 154500 0 154500 6090 0 6090 10578 0 10578 8419 0 8419 15850 0 15850 134312 130847 3465 27556 0 0 7478 0 7478 17164 0 17164 381947 130847 223544 949254 949254 1331201 130847 1172798 570795 1761149 14042 190407 190407 50978 43909 43909 1734 1734 1734 1764723 873992 883683 13782488 15639637 17871823 4393908 3767645 4197041 30362 17042 17042 20038235 20534366 23205639 12000 15400 12000 15400 X 20026235 20518966 20026235 20518966 20038235 20534366 20026235 570795 0 20597030 78064 20518966 PUBLICLY TRADED SECURITIES P 13164644 11826364 1338280 1338280 CAPITAL GAINS DIVIDENDS P 5476 5476 5476 1343756 0 1131931 23781523 0.047597 994431 22594775 0.044012 1745170 21280511 0.082008 1340849 22790904 0.058833 0.232450 0.058113 23748202 1380079 17611 1397690 1172798 35223 0 35223 0 35223 27480 27480 94 7837 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 SUSAN SHELBY PO BOX 78037 BELMONT MA 02478 PRESIDENT (THROUGH 12/15) 1.00 0 0 0 ELLEN CHRISTIE PO BOX 78037 BELMONT MA 02478 VICE PRESIDENT 1.00 0 0 0 VANESSA CALDERON-ROSADO PO BOX 78037 BELMONT MA 02478 CLERK (PRESIDENT EFF 12/15) 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 (EFF 12/15) 1.00 0 0 0 JANET FRAZIER PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 JEANNE PINADO PO BOX 78037 BELMONT MA 02478 BOARD MEMBER (THROUGH 12/15) 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 JOHN HICKEY PO BOX 78037 BELMONT MA 02478 BOARD MEMBER (THROUGH 9/15) 1.00 0 0 0 MARILYN CRONE PO BOX 78037 BELMONT MA 02478 BOARD MEMBER (EFF 12/15) 1.00 0 0 0 ROBERTA RUBIN PO BOX 78037 BELMONT MA 02478 BOARD MEMBER (THROUGH 8/15) 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 BOARD MEMBER 1.00 0 0 0 AUDREY K WANG PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 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 1.00 0 0 0 CHIP FLOWERS PO BOX 78037 BELMONT MA 02478 BOARD MEMBER (EFF 12/15) 1.00 0 0 0 DEBORAH CHAUSSE PO BOX 78037 BELMONT MA 02478 BOARD MEMBER (EFF 12/15) 1.00 0 0 0 NONE 0 NONE 0 0 22824138 1285712 0 24109850 0 0 24109850 361648 23748202 1187410 1187410 35223 35223 1152187 0 1152187 0 1152187 1172798 0 1172798 0 1172798 1152187 0 0 89360 702978 792338 1172798 0 0 0 1152187 20611 0 0 812949 0 0 0 0 0 0 0 812949 89360 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. ACTION FOR BOSTON COMMUNITY DEVELOPMENT (ABCD) 178 TREMONT STREET BOSTON MA 02111 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - WALNUT GROVE HEAD START, CLASSROOM EXPANSION 50000 ASIAN TASK FORCE AGAINST DOMESTIC VIOLENCE PO BOX 120108 BOSTON MA 02112 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - DOMESTIC VIOLENCE SHELTER 36600 BAYCOVE - CASPAR 66 CANAL STREET BOSTON MA 02114 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - CAMBRIDGE RESIDENTIAL TREATMENT PROGRAM 68957 BRIDGEWELL - PROJECT COPE 471 BROADWAY LYNNFIELD MA 01940 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - HANOVER STREET SUPPORTIVE HOUSING FOR WOMEN IN RECOVERY 82642 CAPE COD CENTER FOR WOMEN PO BOX 141 NORTH FALMOUTH MA 02556 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - DOMESTIC VIOLENCE SHELTER 34047 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF BOSTON 51 SLEEPER STREET BOSTON MA 02210 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - NAZARETH HOUSE, TRANSITIONAL HOUSING FOR HOMELESS WOMEN AND CHILDREN 35173 ELLIS MEMORIAL 58 BERKELEY STREET BOSTON MA 02116 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - 66 BERKELEY STREET, RENOVATION OF FACILITY 40000 FATHER BILLS & MAINSPRING 422 WASHINGTON STREET QUINCY MA 02169 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - MONTELLO WELCOME HOME PROJECT 75000 HEADING HOME 529 MAIN STREET CHARLESTOWN MA 02129 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - MEDFORD FAMILY LIFE, HOMELESS FAMILY SHELTER 41500 HEALTH IMPERATIVES 942 WEST CHESTNUT STREET BROCKTON MA 02301 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - PENELOPE'S PLACE DOMESTIC VIOLENCE SHELTER 57543 HOUSING FAMILIES 354 CROSS STREET MALDEN MA 02148 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - CROSS STREET - PERMANENT HOUSING FOR HOMELESS FAMILIES 63810 INTERNATIONAL INSTITUTE OF GREATER LAWRENCE 25 AMESBURY STREET LAWRENCE MA 01840 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - BUILDING UPGRADES 50000 JUSTICE RESOURCE INSTITUTE 160 GOULD STREET NEEDHAM MA 02494 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - PARENTING AND PREGNANT TEENS SUPPORTIVE HOUSING 37935 LITTLE VOICES 104 NEEDHAM STREET HYDE PARK MA 02136 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - WINDOWS, FLOORS AND DOORS RENOVATION PROJECT 42482 NEW HOPE 140 PARK STREET ATTLEBORO MA 02703 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - DOMESTIC VIOLENCE SHELTER 24765 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - WOMEN'S INN 50000 PLYMOUTH AREA COALITION FOR THE HOMELESS 149 BISHOPS HIGHWAY KINGSTON MA 02364 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - HOMELESS FAMILY SHELTER 50000 ST MARY'S WOMEN AND CHILDREN 90 CUSHING AVENUE DORCHESTER MA 02125 NONE PUBLIC CHARITY HOUSING CAPITAL GRANT - MAIN CAMPUS 50000 TRIUMPH INC 100 HON GORDON OWEN RIVERWAY TAUNTON MA 02780 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - RIVERWAY CENTER, PAINTING AND EXTERIOR REPAIRS 25900 YMCA SOUTHCOAST 18 SOUTH WATER STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY CHILDCARE CAPITAL GRANT - NEW BEDFORD CHILDCARE CENTER, SAFETY AND SECURITY RENOVATION 32900 949254 0 FEE FOR HOLDING A USE RESTRICTION 10000 14 149 14 548091 18 1343756 0 1891996 10000 1901996 1A HOLDING OF A USE RESTRICTION FOR A NONPROFIT SERVING SAME CLIENT BASE 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15850 0 15850 CORPORATE STOCKS 15639637 17871823 0 0 873992 883683 CORPORATE BOND FUNDS AT COST 1625397 1841070 CORPORATE BOND EXCHANGE TRADED FUNDS AT COST 499810 490528 REITS AT COST 179541 402546 CASH EQUIVALENTS AT COST 1462897 1462897 LEGAL FEES 8419 0 8419 DIVIDENDS RECEIVABLE 30362 17042 17042 ADJUSTMENT TO COST BASIS FOR NONDIVIDEND DISTRIBUTIONS 78064 DUES, FEES AND SUBSCRIPTION 1015 0 1015 WEBSITE EXPENSES 5235 0 5235 OFFICE EXPENSES 6361 0 6361 INSURANCE 3157 0 3157 TELEPHONE 1200 0 1200 MISCELLANEOUS 196 0 196 FEE FOR HOLDING A USE RESTRICTION 10000 10000 OTHER CONSULTANTS 3465 0 3465 INVESTMENT ADVISORY FEES 130847 130847 0 EXCISE TAX ON INVESTMENT INCOME 27556 0 0