2015-04-10T12:10:43-05:00 2014-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990PF 2014-01-01 042103780 FRANKLIN SQUARE HOUSE FOUNDATION INC FRAN 6173123400 PO BOX 78037 BELMONT MA 02478 SUSAN SHELBY PRESIDENT 6173123400 2015-04-10 1 MAUREEN L SULLIVAN CPA P00296843 5088717178 2015-04-10 2014 2016-02-25 16:41:14Z X 24627153 X X 158 158 628363 628363 880042 9570678 880042 1508563 1508563 144860 0 144860 5137 0 5137 10524 0 10524 5815 0 5815 15106 0 15106 169021 134798 34223 29189 0 0 10797 0 10797 23815 0 23815 414264 134798 250277 881654 881654 1295918 134798 1131931 212645 1373765 169876 14042 14042 1303080 50978 50978 1606 1734 1734 2011506 1764723 1775213 13766460 15741716 20178938 2399045 2434680 2575886 17299 30362 30362 19668872 20038235 24627153 18182 12000 18182 12000 X 19650690 20026235 19650690 20026235 19668872 20038235 19650690 212645 162900 20026235 0 20026235 PUBLICLY TRADED SECURITIES P 9552455 8690636 861819 861819 CAPITAL GAINS DIVIDENDS P 18223 18223 18223 880042 0 994431 22594775 0.044012 1745170 21280511 0.082008 1340849 22790904 0.058833 0.184853 0.061618 23781523 1465370 13738 1479108 1131931 27475 0 27475 0 27475 27400 27400 75 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 144860 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 NONE 0 NONE 0 0 23272225 871453 0 24143678 0 0 24143678 362155 23781523 1189076 1189076 27475 27475 1161601 0 1161601 0 1161601 1131931 0 1131931 0 1131931 1161601 0 0 119030 702978 822008 1131931 0 0 0 1131931 0 29670 29670 792338 0 0 0 0 0 0 0 792338 89360 702978 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 600 CUMMINGS CENTER SUITE 171X BEVERLY MA 01915 NONE PUBLIC CHARITY CHILDCARE - EARLY LEARNING 50000 BOYS AND GIRLS CLUB OF DORCHESTER 1135 DORCHESTER AVENUE DORCHESTER MA 02125 NONE PUBLIC CHARITY CHILDCARE - EARLY CHILDHOOD 9815 CASA ESPERANZA 245 EUSTIS STREET ROXBURY MA 02119 NONE PUBLIC CHARITY HOUSING - LOW INCOME 42629 CASA MYRNA VASQUEZ INC PO BOX 180019 BOSTON MA 02118 NONE PUBLIC CHARITY DISCRETIONARY - EMERGENCY HOUSING 50000 COMMON GROUND 155 MERRIMACK STREET LOWELL MA 01582 NONE PUBLIC CHARITY HOUSING - DEVELOPMENT 50000 COMMUNITY ACTION HAVERHILL 145 ESSEX STREET HAVERHILL MA 01832 NONE PUBLIC CHARITY CHILDCARE - HEADSTART 43750 DIMOCK COMMUNITY HEALTH 5 DIMOCK STREET ROXBURY MA 02119 NONE PUBLIC CHARITY HOUSING - 50000 HATTIE B COOPER COMMUNITY CENTER 1891 WASHINGTON STREET ROXBURY MA 02118 NONE PUBLIC CHARITY CHILDCARE - COMMUNITY 50000 HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVENUE ROXBURY MA 02119 NONE PUBLIC CHARITY CHILDCARE - JAMAICA PLAIN 14245 HOUSE OF HOPE 812 MERRIMACK STREET LOWELL MA 02119 NONE PUBLIC CHARITY HOUSING - EMERGENCY SHELTER 65851 JUST-A-START 1035 CAMBRIDGE STREET CAMBRIDGE MA 02141 NONE PUBLIC CHARITY HOUSING - 35329 LYNN SHELTER ASSOCIATION 100 WILLOW STREET LYNN MA 01902 NONE PUBLIC CHARITY HOUSING - 46508 MERRIMACK VALLEY YMCA 101 AMESBURY STREET 4TH FLOOR LAWRENCE MA 01840 NONE PUBLIC CHARITY CHILDCARE - YMCA 27216 PROJECT HOPE 550 DUDLEY STREET ROXBURY MA 02119 NONE PUBLIC CHARITY HOUSING - WOMEN'S LOW INCOME 73889 ROOF OVER HEAD COLLABORATIVE PO BOX 1573 NEWBURYPORT MA 01950 NONE PUBLIC CHARITY HOUSING - PERMANENT 60000 SALEM COMMUNITY CHILDCARE 90-92 CONGRESS STREET SALEM MA 01970 NONE PUBLIC CHARITY CHILDCARE - COMMUNITY 35925 SMILE PRESCHOOL 185 DUDLEY STREET BOSTON MA 02119 NONE PUBLIC CHARITY 2013 GRANT RETURNED -20000 SOMERVILLE HOMELESS COALITION ONE DAVID SQUARE SOMERVILLE MA 02144 NONE PUBLIC CHARITY HOUSING - 2747 SOUTH MIDDLESEX OPPORTUNITY COUNCIL 7 BISHOP STREET FRAMINGHAM MA 01702 NONE PUBLIC CHARITY HOUSING - DOMESTIC VIOLENCE SHELTER 50000 THE WOMEN'S CENTER 405 COUNTY STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY HOUSING - 18750 VICTORY PROGRAMS 965 MASSACHUSETTS AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY HOUSING - RECOVERY 75000 VOLUNTEERS OF AMERICA 441 CENTER STREET JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY HOUSING - RECOVERY 50000 881654 0 14 158 14 628363 18 880042 0 1508563 0 1508563 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15106 0 15106 CORPORATE STOCKS 15741716 20178938 0 0 1764723 1775213 CORPORATE BOND FUNDS,REITS, EXCHANGE TRADED FUNDS AT COST 1448381 1589587 CASH EQUIVALENTS AT COST 986299 986299 LEGAL FEES 5815 0 5815 DIVIDENDS RECEIVABLE 17299 30362 30362 DUES, FEES AND SUBSCRIPTION 6440 0 6440 WEBSITE EXPENSES 1581 0 1581 OFFICE EXPENSES 11846 0 11846 INSURANCE 2303 0 2303 TELEPHONE 1200 0 1200 MISCELLANEOUS 445 0 445 ADJUSTMENT TO COST BASIS FOR NONDIVIDEND DISTRIBUTIONS 162900 OTHER CONSULTANTS 34223 0 34223 INVESTMENT ADVISORY FEES 134798 134798 0 EXCISE TAX ON INVESTMENT INCOME 29189 0 0