2013-04-16T08:39:35-05:00 2012-12-31 431985162 SMITH SULLIVAN & COMPANY PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990PF 2012-01-01 042103780 FRANKLIN SQUARE HOUSE FOUNDATION INC FRAN 6173123400 PO BOX 78037 BELMONT MA 02478 SUSAN SHELBY 6173123400 2013-03-27 1 MAUREEN L SULLIVAN CPA P00296843 5088717178 2013-03-27 2012 2016-02-24 21:20:13Z X 21695191 X X 1025 1025 745903 745903 440417 7914460 440417 1187345 1187345 90000 0 90000 7652 0 7652 6137 0 6137 13413 0 13413 136583 95659 40924 24795 0 0 5614 0 5614 17478 0 17478 301672 95659 181218 1574869 1574869 1876541 95659 1756087 -689196 1091686 222286 104711 104711 1571954 344357 344357 1484 7534 7534 3943429 4532719 4626290 8527706 10959180 13152483 5639202 3256687 3429724 32783 30092 30092 19938844 19235280 21695191 29643 15275 29643 15275 X 19909201 19220005 19909201 19220005 19938844 19235280 19909201 -689196 0 19220005 0 19220005 PUBLICLY TRADED SECURITIES P 7914460 7474043 440417 440417 440417 0 1340849 22790904 0.058833 0.058833 0.058833 21280511 1251996 10917 1262913 1756087 X 10917 0 10917 0 10917 25640 25640 14723 14723 0 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 40.00 90000 0 0 DAVID PARKER PO BOX 78037 BELMONT MA 02478 1.00 0 0 0 SUSAN SHELBY PO BOX 78037 BELMONT MA 02478 1.00 0 0 0 GEORGE MARSH JR PO BOX 78037 BELMONT MA 02478 1.00 0 0 0 VANESSA CALDERON-ROSADO PO BOX 78037 BELMONT MA 02478 1.00 0 0 0 VINCENT MCCARTHY PO BOX 78037 BELMONT MA 02478 1.00 0 0 0 ELLEN CHRISTIE PO BOX 78037 BELMONT MA 02478 1.00 0 0 0 JANET FRAZIER PO BOX 78037 BELMONT MA 02478 1.00 0 0 0 JACK CURTIN PO BOX 78037 BELMONT MA 02478 1.00 0 0 0 JEANNE PINADO PO BOX 78037 BELMONT MA 02478 1.00 0 0 0 HEMMIE CHANG PO BOX 78037 BELMONT MA 02478 1.00 0 0 0 SUZANNE KENNEY PO BOX 78037 BELMONT MA 02478 1.00 0 0 0 JOHN HICKEY PO BOX 78037 BELMONT MA 02478 1.00 0 0 0 YOON J LEE PO BOX 78037 BELMONT MA 02478 1.00 0 0 0 ADAM ROBINSON PO BOX 78037 BELMONT MA 02478 1.00 0 0 0 CHERYL FORTE PO BOX 78037 BELMONT MA 02478 1.00 0 0 0 KEITH BARNETT PO BOX 78037 BELMONT MA 02478 1.00 0 0 0 NONE 0 NONE 0 0 19577158 2027422 0 21604580 0 0 21604580 324069 21280511 1064026 1064026 10917 10917 1053109 0 1053109 0 1053109 1756087 0 1756087 10917 1745170 1053109 0 0 226940 226940 1756087 0 0 0 1053109 702978 0 0 929918 0 0 0 0 0 0 0 929918 226940 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 INC 180 MAIN STREET GLOUCESTER MA 01930 NONE PUBLIC CHARITY HOUSING - HOME TOGETHER PERMANENT HOUSING PROJECT 85000 ASIAN TASK FORCE AGAINST DOMESTIC VIOLENCE INC PO BOX 120108 BOSTON MA 02112 NONE PUBLIC CHARITY HOUSING - EMERGENCY SHELTER PROJECT 9000 ASSOCIATED EARLY CARE AND EDUCATION 43 ESSEX ST CAMBRIDGE MA 02139 NONE PUBLIC CHARITY THE LEARNING CENTER AT BROMLY HEATH 100000 BOSTON CHINATOWN NEIGHBORHOOD CENTER INC 885 WASHINGTON STREET BOSTON MA 02111 NONE PUBLIC CHARITY CHILDCARE - ACORN CENTER FOR EARLY EDUCATION 13692 BOYS AND GIRLS CLUBS OF DORCESTER 35 DEER STREET DORCHESTER MA 02125 NONE PUBLIC CHARITY CHILDCARE - DANIEL MARS CLUBHOUSE 25000 BRIDGE OVER TROUBLED WATERS 47 WEST STREET BOSTON MA 02111 NONE PUBLIC CHARITY HOUSING - SINGLE PARENT HOME PROJECT 46500 BROCKTON DAY NURSERY 243 CRESCENT STREET BROCKTON MA 02302 NONE PUBLIC CHARITY CHILDCARE - BROCKTON DAY NURSERY 25000 CAMBRIDGE YWCA 7 TEMPLE STREET CAMBRIDGE MA 02139 NONE PUBLIC CHARITY HOUSING - SRO RESIDENCES 100000 CATHOLIC CHARITIES 51 SLEEPER STREET BOSTON MA 02210 NONE PUBLIC CHARITY CHILDCARE - LYNN EARLY CHILDHOOD PROGRAM 25000 COMMUNITY ACTION HAVERILL 145 ESSEX STREET HAVERILL MA 01832 NONE PUBLIC CHARITY CHILDCARE - SEACOAST EARLY CHILDHOOD CENTER 4320 CRITTENTON WOMEN'S UNION ONE WASHINGTON MALL BOSTON MA 02108 NONE PUBLIC CHARITY HOUSING - HORIZONS & ABBOT HOUSE 29990 EAST END HOUSE 105 SPRING STREET CAMBRIDGE MA 02141 NONE PUBLIC CHARITY CHILDCARE - EAST END HOUSE 50000 EDWINA MARTIN HOUSE 678 NORTH MAIN STREET BROCKTON MA 02301 NONE PUBLIC CHARITY BLAKE HOUSE, GRADUATE FACILITY 75000 ELLIS MEMORIAL & ELDRIDGE HOUSE 58 BERKELEY STREET BOSTON MA 02116 NONE PUBLIC CHARITY EARLY CHILDHOOD EDUCATION - 58 BERKELEY STREET 100000 FATHER BILL'S AND MAIN SPRING 422 WASHINGTON STREET QUINCY MA 02169 NONE PUBLIC CHARITY HOUSING - EVELYN HOUSE FAMILY SHELTER/HOUSING 364 PERM. HOUSING 100000 HATTIE B COOPER COMMUNITY CENTER 1891 WASHINGTON STREET ROXBURY MA 02118 NONE PUBLIC CHARITY EARLY CHILDHOOD PROGRAM 50000 HEADING HOME PO BOX 390516 CAMBRIDGE MA 02139 NONE PUBLIC CHARITY MEDFORD FAMILY LIFE, FAMILY SHELTER 36600 IBA 405 SHAWMUT AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY CHILDCARE - ESCUELITA BORIKEN 25000 JFK FAMILY SERVICE CENTER 10 CITY SQUARE CHARLESTOWN MA 02129 NONE PUBLIC CHARITY CHILDCARE - JFK FAMILY SERVICE CENTER 49856 JUST-A-START 1035 CAMBRIDGE STREET CAMBRIDGE MA 02141 NONE PUBLIC CHARITY JUST A START HOUSE, SHELTER 37935 LAZARUS HOUSE INC PO BOX 408 LAWRENCE MA 01842 NONE PUBLIC CHARITY HOUSING - 48 HOLLY STREET, FAMILY SHELTER 50000 MERRIMACK VALLEY YWCA 129 HAVERILL STREET METHUEN MA 01844 NONE PUBLIC CHARITY CHILDCARE - LAWRENCE YMCA EARLY CHILDHOOD CENTER 25000 NEIGHBORHOOD INVOLVEMENT FOR CHILDREN'S EDUCATION (NICE) 2990 WASHINGTON STREET ROXBURY MA 02119 NONE PUBLIC CHARITY CHILDCARE - NEIGHBORHOOD INVOLVEMENT FOR CHILDREN'S EDUCATION 17218 NUESTRA COMMUNIDAD 56 WARREN STREET ROXBURY MA 02119 NONE PUBLIC CHARITY HOUSING - 109 MT. PLEASANT AVE. PROJECT 50000 PROJECT HOPE PO BOX 78037 BELMONT MA 02478 NONE PUBLIC CHARITY HOUSING - FAMILY SHELTER AT 45 MAGNOLIA STREET IN DORCHESTER 50000 REACH BEYOND DOMESTIC VIOLENCE INC 296 NEWTON STREET WALTHAM MA 02453 NONE PUBLIC CHARITY HOUSING - EMERGENCY SHELTER 6355 RESPOND PO BOX 555 SOMERVILLE MA 02143 NONE PUBLIC CHARITY HOUSING - EMERGENCY SHELTER 64346 ROOF OVER HEAD COLLABORATIVE INC PO BOX 1573 NEWBURYPORT MA 01950 NONE PUBLIC CHARITY HOUSING - 232 LOW STREET PERMANENT HOUSING 50000 SOMERVILLE COMMUNITY CORP 377 SOMERVILLE AVENUE SOMERVILLE MA 02143 NONE PUBLIC CHARITY HOUSING - 75 CROSS STREET PERMANENT HOUSING PROJECT 50000 THE SECOND STEP 288 WALNUT STREET NEWTONVILLE MA 02460 NONE PUBLIC CHARITY DOMESTIC VIOLENCE SHELTERS 35000 THE WOMEN'S CENTER 405 COUNTY STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY HOUSING - SHELTER 77146 UNITED SOUTH END SETTLEMENTS 566 COLUMBUS AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY EARLY CHILDHOOD PROGRAM 35236 VICTORY PROGRAMS 965 MASS AVE ROXBURY MA 02118 NONE PUBLIC CHARITY HOUSING - JOELYN'S FAMILY HOME, RECOVERY 76675 1574869 0 14 1025 14 745903 18 440417 0 1187345 0 1187345 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13413 0 13413 CORPORATE STOCKS 10959180 13152483 0 0 4532719 4626290 MUTUAL FUNDS AT COST 1642251 1815288 CASH EQUIVALENTS AT COST 1614436 1614436 LEGAL FEES 6137 0 6137 DIVIDENDS RECEIVABLE 32783 30092 30092 DUES, FEES AND SUBSCRIPTION 30 0 30 WEBSITE EXPENSES 515 0 515 OFFICE EXPENSES 13186 0 13186 INSURANCE 2110 0 2110 TELEPHONE 1200 0 1200 MISCELLANEOUS 437 0 437 OTHER CONSULTANTS 40924 0 40924 INVESTMENT ADVISORY FEES 95659 95659 0 EXCISE TAX ON INVESTMENT INCOME 24795 0 0