FRANKLIN SQUARE HOUSE: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FRANKLIN SQUARE HOUSE (EIN 04-2103780)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-10
- IRS object ID
- 201501009349100705
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-10T12:10:43-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431985162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SULLIVAN & BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 FLANDERS ROAD - SUITE 200 | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103780 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN SQUARE HOUSE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 6173123400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 78037 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN SHELBY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6173123400 | PhoneNum |
| Signature | 2015-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAUREEN L SULLIVAN CPA | PreparerPersonNm |
| PTIN | P00296843 | PTIN |
| Phone | 5088717178 | PhoneNum |
| Preparation | 2015-04-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,627,153 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $158 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $158 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $628,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $628,363 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $880,042 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,570,678 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $880,042 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,508,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,508,563 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $144,860 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $144,860 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,137 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,137 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,524 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,524 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,815 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,815 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,106 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,106 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $169,021 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $134,798 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,223 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,189 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,797 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,797 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,815 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,815 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $414,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $134,798 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250,277 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $881,654 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $881,654 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,295,918 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $134,798 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,131,931 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $212,645 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,373,765 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $169,876 | CashBOYAmt |
| Cash EOY | $14,042 | CashEOYAmt |
| Cash EOYFMV | $14,042 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,303,080 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,978 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,978 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,606 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,734 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,734 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,011,506 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,764,723 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,775,213 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,766,460 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,741,716 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,178,938 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,399,045 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,434,680 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,575,886 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $17,299 | OtherAssetsBOYAmt |
| Other Assets EOY | $30,362 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $30,362 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,668,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,038,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,627,153 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,182 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $12,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $18,182 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $19,650,690 | UnrestrictedBOYAmt |
| Unrestricted EOY | $20,026,235 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,650,690 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,026,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,668,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,038,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,650,690 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $212,645 | ExcessRevenueOverExpensesAmt |
| Other Increases | $162,900 | OtherIncreasesAmt |
| Subtotal | $20,026,235 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,026,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $9,552,455 | $8,690,636 | $861,819 | $861,819 |
| CAPITAL GAINS DIVIDENDS | P | $18,223 | $18,223 | $18,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $880,042 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $994,431 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,594,775 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044012 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,745,170 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,280,511 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082008 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,340,849 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,790,904 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058833 | DistributionYr3Rt |
| Total Distribution | 0.184853 | TotalDistributionRt |
| Average Distribution | 0.061618 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,781,523 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,465,370 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,738 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,479,108 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,131,931 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,475 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,475 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,475 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $27,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $75 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FRANKLINSQUAREHOUSEFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E GOLDSTEIN EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173123400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 78037 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT E GOLDSTEIN | ||||||||
| PO BOX 78037 | BELMONT | MA | 02478 | EXECUTIVE DIRECTOR | 40.00 | $144,860 | $0 | $0 |
| DAVID PARKER | ||||||||
| PO BOX 78037 | BELMONT | MA | 02478 | TREASURER | 1.00 | $0 | $0 | $0 |
| SUSAN SHELBY | ||||||||
| PO BOX 78037 | BELMONT | MA | 02478 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GEORGE MARSH JR | ||||||||
| PO BOX 78037 | BELMONT | MA | 02478 | VICE-PRESIDENT | 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 |
| ELLEN CHRISTIE | ||||||||
| PO BOX 78037 | BELMONT | MA | 02478 | BOARD MEMBER | 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 | 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 | 1.00 | $0 | $0 | $0 |
| CHERYL FORTE | ||||||||
| PO BOX 78037 | BELMONT | MA | 02478 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ROBERTA RUBIN | ||||||||
| PO BOX 78037 | BELMONT | MA | 02478 | BOARD MEMBER (EFF 12/14) | 1.00 | $0 | $0 | $0 |
| ANITA HUGGINS | ||||||||
| PO BOX 78037 | BELMONT | MA | 02478 | BOARD MEMBER (EFF 12/14) | 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 |
| LAURA WERNICK | ||||||||
| PO BOX 78037 | BELMONT | MA | 02478 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,272,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $871,453 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,143,678 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,143,678 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $362,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,781,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,189,076 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,189,076 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,475 | TotalTaxAmt |
| Distributable Before Adj | $1,161,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,161,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,161,601 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,131,931 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,131,931 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,131,931 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,161,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $119,030 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $702,978 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $822,008 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,131,931 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,131,931 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $29,670 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $29,670 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $792,338 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $792,338 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $89,360 | ExcessFromYear3Amt |
| Excess From Year2 | $702,978 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| 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. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEVERLY CHILDREN'S LEARNING CENTER | |||||||
| 600 CUMMINGS CENTER SUITE 171X | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | CHILDCARE - EARLY LEARNING | $50,000 |
| BOYS AND GIRLS CLUB OF DORCHESTER | |||||||
| 1135 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | CHILDCARE - EARLY CHILDHOOD | $9,815 |
| CASA ESPERANZA | |||||||
| 245 EUSTIS STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | HOUSING - LOW INCOME | $42,629 |
| CASA MYRNA VASQUEZ INC | |||||||
| PO BOX 180019 | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | DISCRETIONARY - EMERGENCY HOUSING | $50,000 |
| COMMON GROUND | |||||||
| 155 MERRIMACK STREET | LOWELL | MA | 01582 | NONE | PUBLIC CHARITY | HOUSING - DEVELOPMENT | $50,000 |
| COMMUNITY ACTION HAVERHILL | |||||||
| 145 ESSEX STREET | HAVERHILL | MA | 01832 | NONE | PUBLIC CHARITY | CHILDCARE - HEADSTART | $43,750 |
| DIMOCK COMMUNITY HEALTH | |||||||
| 5 DIMOCK STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | HOUSING - | $50,000 |
| HATTIE B COOPER COMMUNITY CENTER | |||||||
| 1891 WASHINGTON STREET | ROXBURY | MA | 02118 | NONE | PUBLIC CHARITY | CHILDCARE - COMMUNITY | $50,000 |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | CHILDCARE - JAMAICA PLAIN | $14,245 |
| HOUSE OF HOPE | |||||||
| 812 MERRIMACK STREET | LOWELL | MA | 02119 | NONE | PUBLIC CHARITY | HOUSING - EMERGENCY SHELTER | $65,851 |
| JUST-A-START | |||||||
| 1035 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | NONE | PUBLIC CHARITY | HOUSING - | $35,329 |
| LYNN SHELTER ASSOCIATION | |||||||
| 100 WILLOW STREET | LYNN | MA | 01902 | NONE | PUBLIC CHARITY | HOUSING - | $46,508 |
| MERRIMACK VALLEY YMCA | |||||||
| 101 AMESBURY STREET 4TH FLOOR | LAWRENCE | MA | 01840 | NONE | PUBLIC CHARITY | CHILDCARE - YMCA | $27,216 |
| PROJECT HOPE | |||||||
| 550 DUDLEY STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | HOUSING - WOMEN'S LOW INCOME | $73,889 |
| ROOF OVER HEAD COLLABORATIVE | |||||||
| PO BOX 1573 | NEWBURYPORT | MA | 01950 | NONE | PUBLIC CHARITY | HOUSING - PERMANENT | $60,000 |
| SALEM COMMUNITY CHILDCARE | |||||||
| 90-92 CONGRESS STREET | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | CHILDCARE - COMMUNITY | $35,925 |
| SMILE PRESCHOOL | |||||||
| 185 DUDLEY STREET | BOSTON | MA | 02119 | NONE | PUBLIC CHARITY | 2013 GRANT RETURNED | -$20,000 |
| SOMERVILLE HOMELESS COALITION | |||||||
| ONE DAVID SQUARE | SOMERVILLE | MA | 02144 | NONE | PUBLIC CHARITY | HOUSING - | $2,747 |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL | |||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | NONE | PUBLIC CHARITY | HOUSING - DOMESTIC VIOLENCE SHELTER | $50,000 |
| THE WOMEN'S CENTER | |||||||
| 405 COUNTY STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | HOUSING - | $18,750 |
| VICTORY PROGRAMS | |||||||
| 965 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | HOUSING - RECOVERY | $75,000 |
| VOLUNTEERS OF AMERICA | |||||||
| 441 CENTER STREET | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | HOUSING - RECOVERY | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $881,654 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $628,363 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $880,042 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,508,563 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,508,563 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,106 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,106 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $15,741,716 | EOYBookValueAmt |
| EOYFMV | $20,178,938 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,764,723 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,775,213 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CORPORATE BOND FUNDS,REITS, EXCHANGE TRADED FUNDS | AT COST | $1,448,381 | $1,589,587 |
| CASH EQUIVALENTS | AT COST | $986,299 | $986,299 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,815 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,815 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $17,299 | BOYBookValueAmt |
| EOY Book Value | $30,362 | EOYBookValueAmt |
| EOYFMV | $30,362 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES, FEES AND SUBSCRIPTION | $6,440 | $0 | $6,440 |
| WEBSITE EXPENSES | $1,581 | $0 | $1,581 |
| OFFICE EXPENSES | $11,846 | $0 | $11,846 |
| INSURANCE | $2,303 | $0 | $2,303 |
| TELEPHONE | $1,200 | $0 | $1,200 |
| MISCELLANEOUS | $445 | $0 | $445 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO COST BASIS FOR NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $162,900 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER CONSULTANTS | $34,223 | $0 | $34,223 |
| INVESTMENT ADVISORY FEES | $134,798 | $134,798 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $29,189 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments