2026-05-13T08:48:58-05:00 2025-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD SUITE 302 WESTBOROUGH MA 01581 990PF 2025-01-01 042103780 FRANKLIN SQUARE HOUSE FOUNDATION INC FRAN 6173123400 PO BOX 78037 BELMONT MA 02478 ROBERT E GOLDSTEIN EXECUTIVE DIRECTOR 6173123400 2026-05-13 1 LINDA M SMITH CPA P00316105 5088717178 2026-05-01 2025 2025-03-06 01:10:19Z X 26675590 X X 544608 544608 101537 2765321 101537 204067 204067 850212 850212 230446 0 230446 4369 0 4369 15794 0 15794 37241 0 37241 118193 95506 22687 27819 0 0 10370 0 10370 20088 0 20088 464320 95506 340995 1182573 1182573 1646893 95506 1523568 -796681 754706 131710 203178 203178 2664741 2143160 2143569 27522 20736 20736 6945025 6964730 9723847 7766250 7509468 7339718 6185240 6104307 7244542 30818 0 0 23751306 22945579 26675590 13071 13559 30730 43801 13559 X 23707505 22932020 23707505 22932020 23751306 22945579 23707505 -796681 21196 22932020 0 22932020 SALE OF SECURITIES P 2730867 2663784 67083 67083 CAPITAL GAINS DIVIDENDS P 34454 34454 34454 101537 10490 0 10490 0 10490 25270 0 0 0 25270 0 14780 14780 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 0 ROBERT E GOLDSTEIN PO BOX 78037 BELMONT MA 02478 EXECUTIVE DIRECTOR 40.00 230446 0 0 BARRY MILLS PO BOX 78037 BELMONT MA 02478 PRESIDENT 1.00 0 0 0 ESTHER SCHLORHOLTZ PO BOX 78037 BELMONT MA 02478 VICE PRESIDENT 1.00 0 0 0 MAYRA NEGRON-ROCHE PO BOX 78037 BELMONT MA 02478 TREASURER 1.00 0 0 0 LYNDIA DOWNIE PO BOX 78037 BELMONT MA 02478 CLERK 1.00 0 0 0 AUDREY K WANG PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 CHIP FLOWERS PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 DEB CHAUSSE 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 HEMMIE CHANG PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 IVY WASHINGTON PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 LYNN DELIDOW PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 LYNNE SHERIDAN PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 MARILYN CRONE PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 MARK RICKABAUGH PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 MATHEW YARMOLINSKY PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 RUTH ELLEN FITCH PO BOX 78037 BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 JANET FRAZIER PO BOX 78037 BELMONT MA 02478 FORMER BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 26253559 115669 0 26369228 0 0 26369228 395538 25973690 1298685 1298685 10490 10490 1288195 0 1288195 0 1288195 1523568 0 1523568 1288195 0 0 226695 374391 260564 179537 1041187 1523568 0 0 0 1288195 235373 0 0 1276560 0 0 0 0 0 0 226695 1049865 374391 260564 179537 235373 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. THE FRANKLIN SQUARE HOUSE FOUNDATION, INC. IS COMMITTED TO THE BELIEF THAT ALL WOMEN AND FAMILIES DESERVE ACCESS TO HIGH QUALITY HOUSING, SHELTER AND SUPPORTIVE SERVICES REQUIRED TO LIVE PRODUCTIVE AND SUCCESSFUL LIVES. TO THIS END, THE FOUNDATION SUPPORTS THE CREATION AND UPKEEP OF AFFORDABLE HOUSING AND AFFORDABLE CHILDCARE WITH ESSENTIAL SERVICES, THEREBY PRESERVING THE FOUNDING PRINCIPLES OF THE FRANKLIN SQUARE HOUSE APARTMENTS. 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. ABCD 178 TREMONT STREET BOSTON MA 02111 NONE PC CHILDCARE GRANT 50000 BOSTON CHINATOWN NEIGHBORHOOD ASSOCIATION 885 WASHINGTON STREET BOSTON MA 02111 NONE PC CHILDCARE GRANT 47250 BOYS & GIRLS CLUB OF DORCHESTER 1135 DORCHESTER STREET BOSTON MA 02116 NONE PC CHILDCARE GRANT 50000 BRIDGE OVER TROUBLED WATERS 47 WEST STREET BOSTON MA 02111 NONE PC HOUSING AND SHELTER GRANT 10312 BROCKTON DAY NURSERY 243 CRESCENT STREET BROCKTON MA 02302 NONE PC CHILDCARE GRANT 11775 CASA MYRNA VAZQUEZ 451 BLUE HILL AVE BOSTON MA 02121 NONE PC HOUSING AND SHELTER GRANTS 32887 CASPARBAYCOVE PO BOX 45538 SOMERVILLE MA 02145 NONE PC HOUSING AND SHELTER GRANT 54995 CITIZENS INN 81 MAIN STREET PEABODY MA 01960 NONE PC HOUSING AND SHELTER GRANT 59504 COMMUNITY DAYCARE OF LAWRENCE 190 HAMPSHIRE STREET LAWRENCE MA 01840 NONE PC CHILDCARE GRANT 19873 CRISPUS ATTUCKS CHILDCARE CENTER 105 CRAWFORD STREET DORCHESTER MA 02121 NONE PC CHILDCARE GRANT 50000 EMPATH ONE WASHINGTON MALL BOSTON MA 02108 NONE PC HOUSING AND SHELTER GRANTS 64330 FAMILY AID BOSTON 3815 WASHINGTON STREET BOSTON MA 02130 NONE PC HOUSING AND SHELTER GRANT 35593 HARBORCOV 1 CITY HALL AVE 3228 CHELSEA MA 02150 NONE PC HOUSING AND SHELTER GRANTS 49545 HOUSE OF HOPE 812 MERRIMACK STREET LOWELL MA 01854 NONE PC HOUSING AND SHELTER GRANT 28600 LAZARUS HOUSE PO BOX 408 LAWRENCE MA 01842 NONE PC HOUSING AND SHELTER GRANT 48922 NORTHSTAR LEARNING CENTERS INC 53 LINDEN STREET NEW BEDFORD MA 02740 NONE PC CHILDCARE GRANT 77388 PATHWAYS FOR CHILDREN 29 EMERSON AVENUE GLOUCESTER MA 01930 NONE PC CHILDCARE GRANT 50000 PEOPLE INCORPORATED 4 SOUTH MAIN STREET FALL RIVER MA 02721 NONE PC CHILDCARE GRANT 86588 PROJECT HOPE 550 DUDLEY STREET ROXBURY MA 02119 NONE PC HOUSING AND SHELTER GRANT 48992 PROJECT KOMPASS 83 MIDDLESEX STREET NORTH CHELMSFORD MA 01863 NONE PC HOUSING AND SHELTER GRANT 33000 TRANSITION HOUSE 136 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 NONE PC HOUSING AND SHELTER GRANTS 116441 VICTORY PROGRAMS 965 MASSACHUSETTS AVENUE BOSTON MA 02118 NONE PC HOUSING AND SHELTER GRANT 13856 WOBURN COUNCIL FOR SOCIAL CONCERN 2 MERRIMAC STREET WOBURN MA 01801 NONE PC CHILDCARE GRANT 50000 WOMEN IN TRANSITION INC DBA ALTERNATIVE HOUSE PO BOX 2100 LOWELL MA 05851 NONE PC HOUSING AND SHELTER GRANTS 42722 YWCA OF GREATER NEWBURYPORT 13 MARKET ST NEWBURYPORT MA 01950 NONE PC HOUSING AND SHELTER GRANT 50000 1182573 0 14 544608 18 101537 K-1 INCOME 18 204067 0 850212 0 850212 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 37241 0 37241 ARCH CAPITAL FINANCE LLC 4.011% SNR NTS 15/12/2026 USD (SEC REGD) 4.011% 12/ 255555 250413 BANK OF AMERICA 4.25% SUB NTS 22/10/2026 USD (SEC REGD) (L) 4.25% 10/22/2026 137776 126312 BANK OF AMERICA CORP DEP SHS PER1/1000E 174749 131950 BBH INCOME FUND-I 1551000 1554107 BBH LIMITED DURATION FUND CL I 2331841 2420893 BROADRIDGE FINANCIAL SOLUTIONS 3.4% SNR NTS 27/06/2026 USD (SEC REGD) 3.4% 0 131696 124568 CAPITAL ONE FINANCIAL DEPOSITARY SHARES EACH REPRESENTING A 1/40TH INTEREST 149214 108540 DIGITAL REALTY TRUST INC 5.200% SERIES L CUMULATIVE REDEEMABLE PREFERRED STO 153574 122820 DIGITAL REALTY TRUST LP 3.7% SNR NTS 15/08/2027 USD (SEC REGD) 3.7% 08/15/20 109390 100856 ELEVANCE HEALTH IN 3.65% SNR PIDI NTS 01/12/2027 USD (SEC REGD) 3.65% 12/01/ 161236 149739 FEDERAL HOME LOAN MTG CORP 2.903% BDS 25/06/2029 USD 2.903% 06/25/2029 262998 242625 FEDERAL HOME LOAN MTG CORP POOL #RA2970 2.5% 07/01/2050 46146 38049 FEDERAL NATL MTG ASSN POOL #AL9679 4% 06/01/2035 39418 36769 FEDERAL NATL MTG ASSN POOL #AS8157 4.5% 10/01/2046 43882 41607 FNMA PASS-THRU I POOL #FM2333 3.5% 02/01/2050 23657 21981 HOME DEPOT INC 2.7% SNR NTS 15/04/2030 USD (SEC REGD) 2.7% 04/15/2030 113578 118906 JPMORGAN CHASE CO. FXD-FRN SNR 23/04/2029 USD (SEC REGD) 4.005% 04/23/2029 167452 150991 LOWE'S COS INC NOTE 3.1% 05/03/2027 134360 124239 MASTERCARD INCORPORATED 2.95% SNR NTS 01/06/2029 USD (SEC REGD) 2.95% 06/01/ 108335 97110 MORGAN STANLEY 3.95% SUB NTS 23/04/2027 USD (SEC REGD) (F) 3.95% 04/23/2027 149060 151013 NATIONAL STORAGE AFFILIATES TRUS 6.000% SERIES A CUMULATIVE REDEEMABLE PREFE 232454 210500 NORTHERN TRUST CORP 3.15% SNR NTS 03/05/2029 USD (SEC REGD) 3.15% 05/03/2029 143319 146819 NORTHERN TRUST CORP 6.125% JNR SUB NTS 02/11/2032 USD (SEC REGD) 6.125% 11/0 100687 110051 PAYDEN PAYDEN LOW DURATION FUND 134181 133298 SCHWAB CHARLES CORP NEW 3.2% SNR NTS 25/01/2028 USD (SEC REGD) 3.2% 01/25/20 127425 125020 US BANCORP 3.1% SUB NTS 27/04/2026 USD (SEC REGD) (W) 3.1% 04/27/2026 127277 125370 VERIZON COMMUNICATIONS INC 4.125% SNR NTS 16/03/2027 USD (SEC REGD) 4.125% 0 160840 150133 WALMART INC 3.7% SNR NTS 26/06/2028 USD (SEC REGD) 3.7% 06/26/2028 106564 100244 WELLS FARGO & CO 3% SNR NTS 23/10/2026 USD (SEC REGD) 3% 10/23/2026 131804 124795 ABBOTT LABORATORIES 59307 93717 ADOBE INC 130232 101147 ADVANCED DRAINAGE SYSTEM INC COM 23900 29980 ALCON INC COM STK 81400 82593 ALPHABET INC CL C 182986 426768 AMAZON.COM INC 189779 297296 APPLE COMPUTER INC 71273 339825 APPLIED MATERIALS INC 121909 209961 APTARGROUP INC COM 22482 22197 ARISTA NETWORKS INC COM STK 10978 31578 ARTHUR J GALLAGHER & CO 93344 103516 AUTOMATIC DATA PROCESSING INC 118568 126617 BBH PARTNER FUND - INTERNATIONAL EQUITY 1237170 1860283 BERKSHIRE HATHAWAY INC-CL B 142264 191510 BLACKROCK INC COM 140937 221560 BOOKING HOLDINGS INC COM STK 63432 107107 BROWN & BROWN INC 22706 24388 CADENCE DESIGN SYS INC 122216 137848 CBRE GROUP INC CL A 23633 41323 CLARKSTON FOUNDERS FUND - FOUNDERS CLASS 888656 1043450 COSTCO WHOLESALE CORP 66233 101756 DARLING INGREDIENTS INC COM 32080 24084 ECOLAB INC 91140 128203 ENTEGRIS INC COM STK 28879 27297 GFL ENVIRONMENTAL COM STK 27988 33759 GUIDEWIRE SOFTWARE INC COM STK 16684 38192 GXO LOGISTICS INCORPORATED COMMON STOCK 31025 30636 HEICO CORP CL A 12819 25243 ICON PLC COM STK 29500 23689 JOHNSON & JOHNSON 118131 155833 KLA CORPORATION 123306 313491 LINDE PLC 202182 220870 LPL FINANCIAL HOLDINGS INC COM STK 18594 27859 MASTERCARD INCORPORATED 148014 206659 MCDONALD'S CORP 112291 128365 MICROSOFT CORP 240003 432356 MISTER CAR WASH INC COM 7490 7701 NIKE INC CL B 171024 142732 ORACLE CORP 74959 209918 OTIS WORLDWIDE CORPORATION COM 120815 109624 PROCTER & GAMBLE CO 54377 94585 PROGRESSIVE CORP OHIO 68194 95642 S&P GLOBAL INC COM STK 127173 177158 SHIFT4 PAYMENTS INC CL A 24478 26258 TAKE-TWO INTERACTIVE SOFTWRE COM STOCK 20093 37124 TEXAS INSTRUMENTS INC 111319 122484 THERMO FISHER SCIENTIFIC INC 89971 101479 VULCAN MATERIALS CO 18235 25670 WASTE MANAGEMENT INC 168694 222566 WATSCO INC COM STK 37904 35043 WEST PHARMACEUTICAL SVCS INC 25869 28064 WILLSCOTT MOBILE MINI HOLDINGS CO COM CL A 23032 13501 WYNDHAM HOTELS & RESORTS INC COM STK 25085 26673 ZEBRA TECHNOLOGIES CORP COM 12780 13841 ZOETIS INC COM STK 103420 76247 ANALOG DEVICES INC 27244 41765 COCA-COLA CO 46691 45651 ELI LILLY & CO 87344 122514 NOVO NORDISK SPONS ADR 29167 18469 NVIDIA CORP COM STK 71237 130177 SERVICENOW INC COM STK 138112 119488 VISA INC- CL.A SHARES 21211 22796 WALMART INC 120905 139110 BJ'S WHOLESALE CLUB HOLDINGS COM STK 22779 21427 ITT INC COM STK 22376 23077 KEYSIGHT TECHNOLOGIES INC COM 17450 24383 TRADEWEB MARKETS INC CL A 14559 14303 UL SOLUTIONS INC. CLASS A COM SHS 14702 23421 ALTAROCK PARTNERS SERIES - BBH WS (VALUED AS OF 2/29/2024) AT COST 1481887 1906568 BOWIE GLOBAL EQUITY SERIES - BBH WS (VALUED AS OF 02/28/2025) AT COST 924842 1026384 GQG PARTNERS EMERGING MARKETS EQUITY SERIES - BBH WS (VALUED AS OF 2/29/2024 AT COST 716493 817696 TRINITY STREET INTERNATIONAL PARTNERS SERIES - BBH WS (VALUED AS OF 2/29/202 AT COST 1076445 1253617 VALLEY FORGE LARGE CAP EQUITY SERIES - BBH WS (VALUED AS OF 2/29/2024) AT COST 1904640 2240277 DIVIDENDS RECEIVABLE 30818 0 0 DUES, FEES AND SUBSCRIPTION 1119 0 1119 WEBSITE EXPENSES 1480 0 1480 OFFICE EXPENSES 11759 0 11759 INSURANCE 3496 0 3496 TELEPHONE 1200 0 1200 MISCELLANEOUS EXPENSES 1034 0 1034 K-1 INCOME 204067 204067 204067 ADJUSTMENT TO COST BASIS 21196 OTHER CONSULTANTS 22687 0 22687 INVESTMENT ADVISORY FEES 95506 95506 0 EXCISE TAX ON INVESTMENT INCOME 27819 0 0