FRANKLIN SQUARE HOUSE: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: FRANKLIN SQUARE HOUSE (EIN 04-2103780)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-04-16
IRS object ID: 201341069349100209
Schema version: 2012v2.1
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 Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-04-16T08:39:35-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	431985162	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SMITH SULLIVAN & COMPANY PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	80 FLANDERS ROAD - SUITE 200	AddressLine1
City	WESTBOROUGH	City
State	MA	State
ZIP Code	01581	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	042103780	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	FRANKLIN SQUARE HOUSE FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	FRAN	NameControl
Phone	6173123400	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 78037	AddressLine1
City	BELMONT	City
State	MA	State
ZIP Code	02478	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	SUSAN SHELBY	Name
Title	PRESIDENT	Title
Phone	6173123400	Phone
Date Signed	2013-03-27	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MAUREEN L SULLIVAN CPA	Name
PTIN	P00296843	PTIN
Phone	5088717178	Phone
Date Prepared	2013-03-27	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	21695191	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	1025	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	1025	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	745903	DividendsRevAndExpnss
Dividends Net Invst Incm	745903	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	440417	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	7914460	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	440417	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	1187345	TotalRevenueAndExpenses
Total Net Investment Income	1187345	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	90000	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	90000	CompOfcrDirTrstDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	7652	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	0	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	7652	PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss	6137	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	0	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	6137	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	13413	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	13413	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	136583	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	95659	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	40924	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	24795	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	5614	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	0	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	5614	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	17478	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	17478	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	301672	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	95659	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	181218	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1574869	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1574869	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	1876541	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	95659	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	1756087	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-689196	ExcessOfRevenueOverExpenses
Net Investment Income	1091686	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	222286	CashBOY
Cash EOY	104711	CashEOY
Cash EOYFMV	104711	CashEOYFMV
Savings And Temp Cash Invst BOY	1571954	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	344357	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	344357	SavingsAndTempCashInvstEOYFMV
Prepaid Expenses BOY	1484	PrepaidExpensesBOY
Prepaid Expenses EOY	7534	PrepaidExpensesEOY
Prepaid Expenses EOYFMV	7534	PrepaidExpensesEOYFMV
Investments Govt Oblig BOY	3943429	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	4532719	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	4626290	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	8527706	InvestmentsCorpStockBOY
Investments Corp Stock EOY	10959180	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	13152483	InvestmentsCorpStockEOYFMV
Investments Other BOY	5639202	InvestmentsOtherBOY
Investments Other EOY	3256687	InvestmentsOtherEOY
Investments Other EOYFMV	3429724	InvestmentsOtherEOYFMV
Other Assets BOY	32783	OtherAssetsBOY
Other Assets EOY	30092	OtherAssetsEOY
Other Assets EOYFMV	30092	OtherAssetsEOYFMV
Total Assets BOY	19938844	TotalAssetsBOY
Total Assets EOY	19235280	TotalAssetsEOY
Total Assets EOYFMV	21695191	TotalAssetsEOYFMV
Accounts Payable BOY	29643	AccountsPayableBOY
Accounts Payable EOY	15275	AccountsPayableEOY
Total Liabilities BOY	29643	TotalLiabilitiesBOY
Total Liabilities EOY	15275	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	19909201	UnrestrictedBOY
Unrestricted EOY	19220005	UnrestrictedEOY
Total Net Assets BOY	19909201	TotalNetAssetsBOY
Total Net Assets EOY	19220005	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	19938844	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	19235280	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	19909201	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-689196	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	19220005	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	19220005	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Field	Value	IRS element (for citing)
Description Of Asset	PUBLICLY TRADED SECURITIES	DescriptionOfAsset
How Acquired	P	HowAcquired
Gross Sales Price	7914460	GrossSalesPrice
Cost Or Other Basis	7474043	CostOrOtherBasis
Gain Or Loss	440417	GainOrLoss
Gains Minus Excess Or Losses	440417	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	440417	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	1340849	QualifyingDistributionsYear1
Noncharitable Assets Year1	22790904	NoncharitableAssetsYear1
Distribution Ratio Year1	0.058833	DistributionRatioYear1
Total Distribution Ratio	0.058833	TotalDistributionRatio
Average Distribution Ratio	0.058833	AverageDistributionRatio
Net Noncharitable Assets	21280511	NetNoncharitableAssets
Adjusted Noncharitable Assets	1251996	AdjustedNoncharitableAssets
One Percent Net Investment Income	10917	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1262913	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	1756087	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	10917	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	10917	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	10917	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	25640	EstTaxPaymentsAndOverpayment
Total Credits And Payments	25640	TotalCreditsAndPayments
Overpayment	14723	Overpayment
Amount Credited To Next Year	14723	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	MA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	WWW.FRANKLINSQUAREHOUSEFOUNDATION.ORG	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT E GOLDSTEIN EXECUTIVE DIRECTOR	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	6173123400	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 78037	AddressLine1
City	BELMONT	City
State	MA	State
ZIP Code	02478	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	1	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	0	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (17 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
ROBERT E GOLDSTEIN
PO BOX 78037	BELMONT	MA	02478	EXECUTIVE DIRECTOR	40.00	90000	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	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	1.00	0	0	0
ADAM ROBINSON
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
KEITH BARNETT
PO BOX 78037	BELMONT	MA	02478	SECRETARY	1.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	19577158	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	2027422	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	21604580	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	21604580	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	324069	CashDeemedCharitable
Net Noncharitable Assets	21280511	NetNoncharitableAssets
Minimum Investment Return	1064026	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	1064026	MinimumInvestmentReturn
Tax Based On Investment Income	10917	TaxBasedOnInvestmentIncome
Total Tax	10917	TotalTax
Distributable Amount Before Adj	1053109	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	1053109	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	1053109	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	1756087	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	1756087	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	10917	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	1745170	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	1053109	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year1	226940	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	226940	TotalExcessDistriCarryover
Qualifying Distributions	1756087	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	1053109	AppliedToCurrentYear
Remaining Distri From Corpus	702978	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	929918	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	929918	ExcessDistriCyovToNextYear
Excess From Year1	226940	ExcessFromYear1
Excess From Current Year	702978	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo (2 entries)

Recipient NameRecipientName	Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Phone NumberRecipientPhoneNumber	Form And Info And MaterialsFormAndInfoAndMaterials	Submission DeadlinesSubmissionDeadlines	Restrictions On AwardsRestrictionsOnAwards
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 Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ACTION INC
180 MAIN STREET	GLOUCESTER	MA	01930	NONE	PUBLIC CHARITY	HOUSING - HOME TOGETHER PERMANENT HOUSING PROJECT	$85,000
ASIAN TASK FORCE AGAINST DOMESTIC VIOLENCE INC
PO BOX 120108	BOSTON	MA	02112	NONE	PUBLIC CHARITY	HOUSING - EMERGENCY SHELTER PROJECT	$9,000
ASSOCIATED EARLY CARE AND EDUCATION
43 ESSEX ST	CAMBRIDGE	MA	02139	NONE	PUBLIC CHARITY	THE LEARNING CENTER AT BROMLY HEATH	$100,000
BOSTON CHINATOWN NEIGHBORHOOD CENTER INC
885 WASHINGTON STREET	BOSTON	MA	02111	NONE	PUBLIC CHARITY	CHILDCARE - ACORN CENTER FOR EARLY EDUCATION	$13,692
BOYS AND GIRLS CLUBS OF DORCESTER
35 DEER STREET	DORCHESTER	MA	02125	NONE	PUBLIC CHARITY	CHILDCARE - DANIEL MARS CLUBHOUSE	$25,000
BRIDGE OVER TROUBLED WATERS
47 WEST STREET	BOSTON	MA	02111	NONE	PUBLIC CHARITY	HOUSING - SINGLE PARENT HOME PROJECT	$46,500
BROCKTON DAY NURSERY
243 CRESCENT STREET	BROCKTON	MA	02302	NONE	PUBLIC CHARITY	CHILDCARE - BROCKTON DAY NURSERY	$25,000
CAMBRIDGE YWCA
7 TEMPLE STREET	CAMBRIDGE	MA	02139	NONE	PUBLIC CHARITY	HOUSING - SRO RESIDENCES	$100,000
CATHOLIC CHARITIES
51 SLEEPER STREET	BOSTON	MA	02210	NONE	PUBLIC CHARITY	CHILDCARE - LYNN EARLY CHILDHOOD PROGRAM	$25,000
COMMUNITY ACTION HAVERILL
145 ESSEX STREET	HAVERILL	MA	01832	NONE	PUBLIC CHARITY	CHILDCARE - SEACOAST EARLY CHILDHOOD CENTER	$4,320
CRITTENTON WOMEN'S UNION
ONE WASHINGTON MALL	BOSTON	MA	02108	NONE	PUBLIC CHARITY	HOUSING - HORIZONS & ABBOT HOUSE	$29,990
EAST END HOUSE
105 SPRING STREET	CAMBRIDGE	MA	02141	NONE	PUBLIC CHARITY	CHILDCARE - EAST END HOUSE	$50,000
EDWINA MARTIN HOUSE
678 NORTH MAIN STREET	BROCKTON	MA	02301	NONE	PUBLIC CHARITY	BLAKE HOUSE, GRADUATE FACILITY	$75,000
ELLIS MEMORIAL & ELDRIDGE HOUSE
58 BERKELEY STREET	BOSTON	MA	02116	NONE	PUBLIC CHARITY	EARLY CHILDHOOD EDUCATION - 58 BERKELEY STREET	$100,000
FATHER BILL'S AND MAIN SPRING
422 WASHINGTON STREET	QUINCY	MA	02169	NONE	PUBLIC CHARITY	HOUSING - EVELYN HOUSE FAMILY SHELTER/HOUSING 364 PERM. HOUSING	$100,000
HATTIE B COOPER COMMUNITY CENTER
1891 WASHINGTON STREET	ROXBURY	MA	02118	NONE	PUBLIC CHARITY	EARLY CHILDHOOD PROGRAM	$50,000
HEADING HOME
PO BOX 390516	CAMBRIDGE	MA	02139	NONE	PUBLIC CHARITY	MEDFORD FAMILY LIFE, FAMILY SHELTER	$36,600
IBA
405 SHAWMUT AVENUE	BOSTON	MA	02118	NONE	PUBLIC CHARITY	CHILDCARE - ESCUELITA BORIKEN	$25,000
JFK FAMILY SERVICE CENTER
10 CITY SQUARE	CHARLESTOWN	MA	02129	NONE	PUBLIC CHARITY	CHILDCARE - JFK FAMILY SERVICE CENTER	$49,856
JUST-A-START
1035 CAMBRIDGE STREET	CAMBRIDGE	MA	02141	NONE	PUBLIC CHARITY	JUST A START HOUSE, SHELTER	$37,935
LAZARUS HOUSE INC
PO BOX 408	LAWRENCE	MA	01842	NONE	PUBLIC CHARITY	HOUSING - 48 HOLLY STREET, FAMILY SHELTER	$50,000
MERRIMACK VALLEY YWCA
129 HAVERILL STREET	METHUEN	MA	01844	NONE	PUBLIC CHARITY	CHILDCARE - LAWRENCE YMCA EARLY CHILDHOOD CENTER	$25,000
NEIGHBORHOOD INVOLVEMENT FOR CHILDREN'S EDUCATION (NICE)
2990 WASHINGTON STREET	ROXBURY	MA	02119	NONE	PUBLIC CHARITY	CHILDCARE - NEIGHBORHOOD INVOLVEMENT FOR CHILDREN'S EDUCATION	$17,218
NUESTRA COMMUNIDAD
56 WARREN STREET	ROXBURY	MA	02119	NONE	PUBLIC CHARITY	HOUSING - 109 MT. PLEASANT AVE. PROJECT	$50,000
PROJECT HOPE
PO BOX 78037	BELMONT	MA	02478	NONE	PUBLIC CHARITY	HOUSING - FAMILY SHELTER AT 45 MAGNOLIA STREET IN DORCHESTER	$50,000
REACH BEYOND DOMESTIC VIOLENCE INC
296 NEWTON STREET	WALTHAM	MA	02453	NONE	PUBLIC CHARITY	HOUSING - EMERGENCY SHELTER	$6,355
RESPOND
PO BOX 555	SOMERVILLE	MA	02143	NONE	PUBLIC CHARITY	HOUSING - EMERGENCY SHELTER	$64,346
ROOF OVER HEAD COLLABORATIVE INC
PO BOX 1573	NEWBURYPORT	MA	01950	NONE	PUBLIC CHARITY	HOUSING - 232 LOW STREET PERMANENT HOUSING	$50,000
SOMERVILLE COMMUNITY CORP
377 SOMERVILLE AVENUE	SOMERVILLE	MA	02143	NONE	PUBLIC CHARITY	HOUSING - 75 CROSS STREET PERMANENT HOUSING PROJECT	$50,000
THE SECOND STEP
288 WALNUT STREET	NEWTONVILLE	MA	02460	NONE	PUBLIC CHARITY	DOMESTIC VIOLENCE SHELTERS	$35,000
THE WOMEN'S CENTER
405 COUNTY STREET	NEW BEDFORD	MA	02740	NONE	PUBLIC CHARITY	HOUSING - SHELTER	$77,146
UNITED SOUTH END SETTLEMENTS
566 COLUMBUS AVENUE	BOSTON	MA	02118	NONE	PUBLIC CHARITY	EARLY CHILDHOOD PROGRAM	$35,236
VICTORY PROGRAMS
965 MASS AVE	ROXBURY	MA	02118	NONE	PUBLIC CHARITY	HOUSING - JOELYN'S FAMILY HOME, RECOVERY	$76,675

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1574869	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1,025	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$745,903	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$440,417	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$1,187,345	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	1187345	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$13,413	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	13413	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	CORPORATE STOCKS	NameOfStock
EOY Book Value	10959180	EOYBookValue
EOYFMV	13152483	EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	0	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	0	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	4532719	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	4626290	StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
MUTUAL FUNDS	AT COST	1642251	1815288
CASH EQUIVALENTS	AT COST	1614436	1614436

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL FEES	Category
Amount	$6,137	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	6137	DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	DIVIDENDS RECEIVABLE	Description
BOY Book Value	32783	BOYBookValue
EOY Book Value	30092	EOYBookValue
EOYFMV	30092	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (6 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
DUES, FEES AND SUBSCRIPTION	30	30
WEBSITE EXPENSES	515	515
OFFICE EXPENSES	13186	13186
INSURANCE	2110	2110
TELEPHONE	1200	1200
MISCELLANEOUS	437	437

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
OTHER CONSULTANTS	$40,924	0	40924
INVESTMENT ADVISORY FEES	$95,659	95659	0

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	EXCISE TAX ON INVESTMENT INCOME	Category
Amount	$24,795	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

FRANKLIN SQUARE HOUSE: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (17 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo (2 entries)

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (6 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes

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