2012-04-17T08:35:33-05:00 2011-12-31 431985162 SMITH SULLIVAN & COMPANY PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990PF 2011-01-01 042103780 FRANKLIN SQUARE HOUSE FOUNDATION INC FRAN 6173123400 PO BOX 78037 BELMONT MA 02478 SUSAN SHELBY 6173123400 2012-04-06 1 LINDA M SMITH CPA P00316105 5088717178 2012-04-06 2011 2016-02-24 21:20:13Z X X 21712220 X X 853 853 813228 813228 563512 12153340 563512 1377593 1377593 80000 0 80000 6489 0 6489 6447 0 6447 13350 0 13350 129107 95798 33309 26500 0 0 6781 0 6781 26035 0 26035 294709 95798 172411 1168438 1168438 1463147 95798 1340849 -85554 1281795 257771 222286 222286 885848 1571954 1571954 1484 1484 1484 5043615 3943429 4055246 8818541 8527706 9539879 7325991 5639202 6288588 16923 32783 32783 22350173 19938844 21712220 30605 29643 30605 29643 X 22319568 19909201 22319568 19909201 22350173 19938844 22319568 -85554 0 22234014 2324813 19909201 PUBLICLY TRADED SECURITIES P 2011-06-30 2011-12-31 5682158 0 5683522 -1364 -1364 PUBLICLY TRADED SECURITIES P 2010-12-31 2011-12-31 6394091 5906306 487785 487785 CAPITAL GAINS DIVIDENDS P 77091 77091 77091 563512 0 25636 0 25636 0 25636 26500 26500 19 845 845 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 20.00 80000 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 21851019 1286955 0 23137974 0 0 23137974 347070 22790904 1139545 1139545 25636 25636 1113909 0 1113909 0 1113909 1340849 0 1340849 0 1340849 1113909 0 0 0 1340849 0 0 0 1113909 226940 0 0 226940 0 0 0 0 0 0 0 226940 226940 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, PROJECT TIMELINE AND LIST OF INDIVIDUALS PARTICIPATING IN THE PROJECT. 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 THE FOUNDATION RELIES UPON CHILDREN'S INVESTMENT FUND, A NONPROFIT ORGANIZATION ESTABLISHED TO HELP OTHER NONPROFITS IN MASSACHUSETTS DEVELOP HIGH-QUALITY FACILITIES FOR EARLY LEARNING AND YOUTH PROGRAMS. THE CHILDREN'S INVESTMENT FUND ASSISTS IN THE VETTING OF MOST GRANTEES AND PROVIDE THE FOUNDATION WITH TECHNICAL EXPERTISE IN EVALUATING THE CAPACITY OF THE ORGANIZATION. 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. DIMOCK COMMUNITY HEALTH CENTER 55 DIMOCK STREET ROXBURY MA 02119 NONE PUBLIC CHARITY HOUSING - WOMEN'S RENEWAL PROJECT 100000 HOUSING ASSISTANCE CORPORATION 460 WEST MAIN STREET HYANNIS MA 02601 NONE PUBLIC CHARITY HOUSING - ANGEL HOUSE PROJECT 52687 FRANKLIN SQUARE HOUSE DAY CARE CENTER 1575 TREMONT STREET ROXBURY CROSSING MA 02120 NONE PUBLIC CHARITY CHILDCARE - FRANKLIN SQUARE HOUSE DAYCARE PROJECT 9781 CASA ESPERANZA 291 EUSTIS STREET ROXBURY MA 02119 NONE PUBLIC CHARITY HOUSING - LATINAS Y NINOS CENTER 100000 CITIZENS FOR ADEQUATE HOUSING 40 WASHINGTON STREET PEABODY MA 01960 NONE PUBLIC CHARITY HOUSING - INN BETWEEN PROJECT 100000 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 NONE PUBLIC CHARITY HOUSING - WOMEN'S INN PROJECT 100000 ST MARYS WOMEN AND CHILDREN CENTER 90 CUSHING AVENUE DORCHESTER MA 02125 NONE PUBLIC CHARITY HOUSING - ST. MARY'S WOMEN & CHILDREN CENTER 100000 ASIAN TASK FORCE AGAINST DOMESTIC VIOLENCE PO BOX 120108 BOSTON MA 02112 NONE PUBLIC CHARITY HOUSING - SHELTER PROJECT 88600 WELLSPRING HOUSE 302 ESSEX AVENUE GLOUCESTER MA 01930 NONE PUBLIC CHARITY HOUSING - 99 WASHINGTON STREET PROJECT 85160 HOUSING FAMILIES 354 GROSS STREET MALDEN MA 02148 NONE PUBLIC CHARITY HOUSING - MM HOME PROJECT 80000 FATHER BILLS AND MAIN SPRING 422 WASHINGTON STREET QUINCY MA 02169 NONE PUBLIC CHARITY HOUSING - EVELYN HOUSE PROJECT 75000 CRITTENTON WOMEN'S UNION ONE WASHINGTON MALL BOSTON MA 02108 NONE PUBLIC CHARITY HOUSING - CRITTENTON WOMEN'S UNION 70010 HOPEFOUND 170 MORTON STREET JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY HOUSING - KITTY DUKAKIS TREATMENT CENTER/WOMEN'S DORM 59600 LUTHERAN SOCIAL SERVICES OF NEW ENGLAND 14 EAST WORCESTER STREET SUITE 300 WORCESTER MA 01604 NONE PUBLIC CHARITY HOUSING - RUTH HOUSE 50000 PACE 166 WILLIAM STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY CHILDCARE - NEW BEDFORD PROJECT 50000 CAMBRIDGE COMMUNITY CENTER 5 CALLENDAR STREET CAMBRIDGE MA 02139 NONE PUBLIC CHARITY CHILD CARE - CAMBRIDGE PROJECT 24000 BRIDGE OVER TROUBLED WATERS 47 WEST STREET BOSTON MA 02111 NONE PUBLIC CHARITY HOUSING - SINGLE PARENT HOME PROJECT 13600 CASA NUEVA VIDA - JP 53 GLEN ROAD JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY HOUSING - YOUTH OUTDOOR ATHLETIC COURT PROJECT 10000 1168438 0 14 853 14 813228 18 563512 0 1377593 0 1377593 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13350 0 13350 CORPORATE STOCKS 8527706 9539879 0 0 3943429 4055246 MUTUAL FUNDS AT COST 4806226 5455612 CASH EQUIVALENTS AT COST 832976 832976 LEGAL FEES 6447 0 6447 DIVIDENDS RECEIVABLE 16923 32783 32783 ADJUSTMENT TO BOOK VALUE 2324813 DUES, FEES AND SUBSCRIPTION 6995 0 6995 WEBSITE EXPENSES 4108 0 4108 OFFICE EXPENSES 12822 0 12822 INSURANCE 2110 0 2110 OTHER CONSULTANTS 33309 0 33309 INVESTMENT ADVISORY FEES 95798 95798 0 EXCISE TAX ON INVESTMENT INCOME 26500 0 0