2014-04-10T11:11:14-05:00 2013-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990PF 2013-01-01 042103780 FRANKLIN SQUARE HOUSE FOUNDATION INC FRAN 6173123400 PO BOX 78037 BELMONT MA 02478 SUSAN SHELBY PRESIDENT 6173123400 2014-04-08 1 MAUREEN L SULLIVAN CPA P00296843 5088717178 2014-04-07 2013 2015-12-30 17:16:21Z X 23930616 X X 164 164 569486 569486 905521 10628916 905521 1475171 1475171 145000 0 145000 2100 0 2100 9985 0 9985 7601 0 7601 13731 0 13731 133441 105255 28186 10920 0 0 10947 0 10947 34203 0 34203 367928 105255 251753 742678 742678 1110606 105255 994431 364565 1369916 104711 169876 169876 344357 1303080 1303080 7534 1606 1606 4532719 2011506 1996184 10959180 13766460 18047153 3256687 2399045 2395418 30092 17299 17299 19235280 19668872 23930616 15275 18182 15275 18182 X 19220005 19650690 19220005 19650690 19235280 19668872 19220005 364565 66120 19650690 0 19650690 PUBLICLY TRADED SECURITIES P 10582739 9723395 859344 859344 CAPITAL GAINS DIVIDENDS P 46177 46177 46177 905521 0 1745170 21280511 0.082008 1340849 22790904 0.058833 0.140841 0.070421 22594775 1591147 13699 1604846 994431 27398 0 27398 0 27398 25643 25643 1755 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 145000 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 JACK CURTIN PO BOX 78037 BELMONT MA 02478 BOARD MEMBER (THROUGH 12/5/2013) 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 YOON J LEE PO BOX 78037 BELMONT MA 02478 BOARD MEMBER (THROUGH 7/2013) 1.00 0 0 0 ADAM ROBINSON PO BOX 78037 BELMONT MA 02478 BOARD MEMBER (THROUGH 12/5/2013) 1.00 0 0 0 CHERYL FORTE PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 KEITH BARNETT PO BOX 78037 BELMONT MA 02478 SECRETARY 1.00 0 0 0 ROBERTA RUBIN PO BOX 78037 BELMONT MA 02478 BOARD MEMBER (EFFECTIVE 12/5/2013) 1.00 0 0 0 ANITA HUGGINS PO BOX 78037 BELMONT MA 02478 BOARD MEMBER (EFFECTIVE 12/5/2013) 1.00 0 0 0 NONE 0 NONE 0 0 21977846 961012 0 22938858 0 0 22938858 344083 22594775 1129739 1129739 27398 27398 1102341 0 1102341 0 1102341 994431 0 994431 0 994431 1102341 0 0 226940 702978 929918 994431 0 0 0 994431 0 107910 107910 822008 0 0 0 0 0 0 0 822008 119030 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. ACTION FOR BOSTON COMMUNITY DEVELOPMENT 178 TREMONT STREET BOSTON MA 02111 NONE PUBLIC CHARITY CHILDCARE - EARLY CHILDCARE CENTER 15400 ASSOCIATED EARLY CARE AND EDUCATION 95 BERKELEY STREET BOSTON MA 02116 NONE PUBLIC CHARITY CHILDCARE - CENTRAL SCHOOL 25000 BOSTON YMCA 316 HUNTINGTON AVENUE BOSTON MA 02115 NONE PUBLIC CHARITY CHILDCARE - ROXBURY YMCA EARLY CHILDHOOD PROGRAM 25000 CATHOLIC SOCIAL SERVICES OF FALL RIVER PO BOX M SOUTH STATION FALL RIVER MA 02724 NONE PUBLIC CHARITY HOUSING - DONOVAN HOUSE 55000 FRANKLIN SQUARE HOUSE DAY CARE CENTER INC 1575 TREMONT STREET ROXBURY CROSSING MA 02120 NONE PUBLIC CHARITY CHILDCARE - FRANKLIN SQUARE HOUSE DAYCARE PROJECT 18000 GREATER LAWRENCE COMMUNITY ACTION 305 ESSEX STREET LAWRENCE MA 01840 NONE PUBLIC CHARITY CHILDCARE - LYNN YMCA 20204 HEALING ABUSE WORKING FOR CHANGE (HAWC) 27 CONGRESS STREET SUITE 201 SALEM MA 01970 NONE PUBLIC CHARITY HOUSING - EMERGENCY SHELTER 50000 HOUSING ASSISTANCE CORPORATION 460 WEST MAIN STREET HYANNIS MA 02601 NONE PUBLIC CHARITY HOUSING - SAFE HARBOR 50000 INTERNATIONAL INSTITUTE OF GREATER LAWRENCE 125 AMESBURY STREET LAWRENCE MA 01840 NONE PUBLIC CHARITY CHILDCARE - EARLY CHILDCARE CENTER 50000 LYNN ECONOMIC OPPORTUNITY 156 BROAD STREET LYNN MA 01901 NONE PUBLIC CHARITY CHILDCARE - EARLY CHILDCARE CENTER 36426 PAIGE ACADEMY 28 HIGHLAND STREET ROXBURY MA 02119 NONE PUBLIC CHARITY CHILDCARE - EARLY CHILDCARE CENTER 49989 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 NONE PUBLIC CHARITY HOUSING - WOMEN'S INN PROJECT 60000 PLYMOUTH AREA COALITION FOR THE HOMELESSNESS 149 BISHOPS HIGHWAY KINGSTON MA 02364 NONE PUBLIC CHARITY HOUSING - PILGRIM'S PROGRESS 20819 SMILE PRESCHOOL 185 DUDLEY STREET ROXBURY MA 02119 NONE PUBLIC CHARITY CHILDCARE - SMILE PRESCHOOL 20000 SOMERVILLE HOMELESS COALITION 1 DAVIS SQUARE SOMERVILLE MA 02144 NONE PUBLIC CHARITY HOUSING - FAMILY SHELTER 27253 ST MARYS WOMEN AND CHILDREN CENTER 90 CUSHING AVENUE DORCHESTER MA 02125 NONE PUBLIC CHARITY HOUSING - ST. MARY'S WOMEN & CHILDREN CENTER 50000 SUTTON HOME FOR WOMEN 7 SEWALL STREET PEABODY MA 01960 NONE PUBLIC CHARITY HOUSING - SUTTON HOME FOR WOMEN 18000 VIETNAMESE AMERICAN INITIATIVE FOR DEVELOPMENT (VIET AID) 42 CHARLES STREET DORCHESTER MA 02122 NONE PUBLIC CHARITY CHILDCARE - EARLY CHILDCARE CENTER 25000 YMCA GREATER NEWBURYPORT 13 MARKET STREET NEWBURYPORT MA 01950 NONE PUBLIC CHARITY HOUSING - WOMEN'S RESIDENCE 45000 YMCA METRO NORTH 2 CENTENNIAL DRIVE PEABODY MA 01960 NONE PUBLIC CHARITY CHILDCARE - LYNN YMCA 31587 YWCA OF GREATER LAWRENCE 38 LAWRENCE STREET LAWRENCE MA 01840 NONE PUBLIC CHARITY CHILDCARE - EARLY CHILDHOOD PROGRAM 50000 742678 0 14 164 14 569486 18 905521 0 1475171 0 1475171 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13731 0 13731 CORPORATE STOCKS 13766460 18047153 0 0 2011506 1996184 MUTUAL FUNDS AT COST 1850689 1847062 CASH EQUIVALENTS AT COST 548356 548356 LEGAL FEES 7601 0 7601 DIVIDENDS RECEIVABLE 30092 17299 17299 DUES, FEES AND SUBSCRIPTION 265 0 265 WEBSITE EXPENSES 11085 0 11085 OFFICE EXPENSES 18440 0 18440 INSURANCE 2874 0 2874 TELEPHONE 1200 0 1200 MISCELLANEOUS 339 0 339 ADJUSTMENT TO COST BASIS FOR NONDIVIDEND DISTRIBUTIONS 66120 OTHER CONSULTANTS 28186 0 28186 INVESTMENT ADVISORY FEES 105255 105255 0 EXCISE TAX ON INVESTMENT INCOME 10920 0 0