FRANKLIN SQUARE HOUSE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FRANKLIN SQUARE HOUSE (EIN 04-2103780)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-18
- IRS object ID
- 201141099349300604
- Schema version
- 2010v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-18T08:49:33-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | 2011-04-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA M SMITH CPA | Name |
| Phone | 5088717178 | Phone |
| Date Prepared | 2011-04-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SUSAN SHELBY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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) |
|---|---|---|
| Gross Receipts | 7062285 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FRANKLINSQUAREHOUSEFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1901 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | ALL WOMEN AND FAMILIES DESERVE ACCESS TO HIGH QUALITY HOUSING OPTIONS AND SUPPORTIVE SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 17 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 590360 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1249865 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 13887 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 604247 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1249865 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 626142 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1093033 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 67000 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 75816 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 125930 | OtherExpensePriorYear |
| Other Expenses Current Year | 139536 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 819072 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1308385 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -214825 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -58520 | RevenuesLessExpensesCY |
| Total Assets BOY | 21399261 | TotalAssetsBOY |
| Total Assets EOY | 22350173 | TotalAssetsEOY |
| Total Liabilities BOY | 28018 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 30605 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 21371243 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22319568 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE FRANKLIN SQUARE HOUSE FOUNDATION IS COMMITTED TO THE BELIEF THAT ALL WOMEN AND FAMILIES DESERVE ACCESS TO HIGH QUALITY HOUSING OPTIONS AND SUPPORTIVE SERVICES REQUIRED TO LIVE PRODUCTIVE AND SUCCESSFUL LIVES. TO THIS END, THE FOUNDATION SUPPORTS THE CREATION AND UPKEEP OF AFFORDABLE HOUSING AND THE CONTINUATION OF ESSENTIAL SERVICES, THEREBY PRESERVING THE FOUNDING PRINCIPLES OF THE FRANKLIN SQUARE HOUSE APARTMENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1093033 | Expense |
| Grants | 1093033 | Grants |
| Revenue | 0 | Revenue |
| Description | AWARDS OF GRANTS FOR LOW-INCOME AND TRANSITIONAL HOUSING, CHILD CARE CENTERS AND COMMUNITY HEALTH PROGRAMS. | Description |
| Total Program Service Expense | 1093033 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 0 | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E GOLDSTEIN EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6173123400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 78037 | AddressLine1 |
| City | BELMONT | City |
| State | MA | State |
| ZIP Code | 02478 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ROBERT E GOLDSTEIN | ||||||
| EXECUTIVE DIRECTOR | 20.00 | X | X | 70000 | 0 | 0 |
| DAVID PARKER | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| SUSAN SHELBY | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| GEORGE MARSH JR | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| VANESSA CALDERON-ROSADO | ||||||
| CLERK | 1.00 | X | X | 0 | 0 | 0 |
| VINCENT MCCARTHY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ELLEN CHRISTIE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JANET FRAZIER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JACK CURTIN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JEANNE PINADO | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| HEMMIE CHANG | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SUZANNE KENNEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN HICKEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| YOON J LEE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ADAM ROBINSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CHERYL FORTE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KEITH BARNETT | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 70000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 954313 | TotalRevenueColumn |
| Exclusion | $954,313 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 6107972 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 5812420 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 295552 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 295552 | TotalRevenueColumn |
| Exclusion | $295,552 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1249865 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,249,865 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1093033 | Total |
| Program Services | 1093033 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70000 | Total |
| Management And General | 70000 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5816 | Total |
| Management And General | 5816 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6877 | Total |
| Management And General | 6877 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21004 | Total |
| Management And General | 21004 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79112 | Total |
| Management And General | 79112 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5756 | Total |
| Management And General | 5756 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10193 | Total |
| Management And General | 10193 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4835 | Total |
| Management And General | 4835 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9533 | Total |
| Management And General | 9533 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2110 | Total |
| Management And General | 2110 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Total | 116 | Total |
| Management And General | 116 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1308385 | Total |
| Program Services | 1093033 | ProgramServices |
| Management And General | 215352 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71821 | BOY |
| EOY | 257771 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2808488 | BOY |
| EOY | 1470045 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1484 | BOY |
| EOY | 1484 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18517468 | BOY |
| EOY | 20620873 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21399261 | BOY |
| EOY | 22350173 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28018 | BOY |
| EOY | 30605 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28018 | BOY |
| EOY | 30605 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21371243 | BOY |
| EOY | 22319568 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21371243 | BOY |
| EOY | 22319568 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21399261 | BOY |
| EOY | 22350173 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -58520 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1006845 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2201270 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1822170 | CurrentTaxYearMinus3Years |
| Total | 4023440 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2201270 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1822170 | CurrentTaxYearMinus3Years |
| Total | 4023440 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 4023440 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 110424 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 226979 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 475141 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 604247 | CurrentTaxYearMinus1Year |
| Current Tax Year | 954313 | CurrentTaxYear |
| Total | 2371104 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 110424 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 226979 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 475141 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 604247 | CurrentTaxYearMinus1Year |
| Current Tax Year | 954313 | CurrentTaxYear |
| Total | 2371104 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2311694 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2049149 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 475141 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 604247 | CurrentTaxYearMinus1Year |
| Current Tax Year | 954313 | CurrentTaxYear |
| Total | 6394544 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.62920 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.79530 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.37080 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.20470 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests PY509 | X | ThirtyThreePercntTestsPY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 1249865 | TotalRevenue |
| Total Expenses | 1308385 | TotalExpenses |
| Excess Or Deficit For Year | -58520 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1006845 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1006845 | TotalAdjustments |
| Excess Or Deficit Per FS | 948325 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2256710 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1006845 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1006845 | RevenueNotRptdF990 |
| Revenue Subtotal | 1249865 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1249865 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1308385 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1308385 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1308385 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | TAX POSITION: ACCOUNTING STANDARDS FOR INCOME TAXES PROVIDE DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE FOUNDATION ADOPTED THE PROVISIONS OF THIS STANDARD ON JANUARY 1, 2009. THE IMPLEMENTATION OF THIS STANDARD DID NOT HAVE ANY IMPACT ON THE FINANCIAL POSITION OR NET ASSETS OF THE FOUNDATION. THE PRIMARY TAX POSITIONS MADE BY THE FOUNDATION ARE THE EXISTENCE OF UNRELATED BUSINESS INCOME TAX AND THE FOUNDATION'S STATUS AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. EFFECTIVE JANUARY 1, 2011, THE FOUNDATION WILL OPERATIVE AS A PRIVATE FOUNDATION. THE FOUNDATION WILL THEN BE SUBJECT TO AN EXCISE TAX OF 2% (REDUCED TO 1% IF CERTAIN REQUIREMENTS ARE MET) ON NET INVESTMENT INCOME AND TO CORPORATE INCOME TAX RATES ON UNRELATED BUSINESS INCOME. THE FOUNDATION CURRENTLY EVALUATES ALL TAX POSITIONS, AND MAKES A DETERMINATION REGARDING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UNDER REVIEW. FOR THE YEARS PRESENTED, THE FOUNDATION HAS NOT RECOGNIZED ANY TAX BENEFITS OR LOSS CONTINGENCIES FOR UNCERTAIN TAX POSITIONS BASED ON THIS EVALUATION. ALL TAX PERIODS PRIOR TO 2007 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (16 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | 042582187 | 501(C)(3) | 100000 | TO ADVANCE THE ORGANIZATION'S MISSION |
| DIMOCK COMMUNITY HEALTH CENTER | |||||||
| 55 DIMOCK STREET | ROXBURY | MA | 02119 | 043487835 | 501(C)(3) | 100000 | TO ADVANCE THE ORGANIZATION'S MISSION |
| QUINCY COMMUNITY ACTION PROGRAMS INC | |||||||
| 1509 HANCOCK STREET | QUINCY | MA | 02169 | 042391348 | 501(C)(3) | 100000 | TO ADVANCE THE ORGANIZATION'S MISSION |
| VICTORY PROGRAMS | |||||||
| 965 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | 042575322 | 501(C)(3) | 100000 | TO ADVANCE THE ORGANIZATION'S MISSION |
| UNITARIAN UNIVERSALIST URBAN MINISTRY | |||||||
| 10 PUTNAM STREET | ROXBURY | MA | 02119 | 042105897 | 501(C)(3) | 81300 | TO ADVANCE THE ORGANIZATION'S MISSION |
| LYNN HOME FOR YOUNG WOMEN INC | |||||||
| 144 BROAD STREET | LYNN | MA | 019011627 | 042104409 | 501(C)(3) | 75000 | TO ADVANCE THE ORGANIZATION'S MISSION |
| WOMEN'S INSTITUTE FOR HOUSING AND ECONOMIC DEVELOPMENT INC | |||||||
| 15 COURT SQUARE SUITE 210 | BOSTON | MA | 02108 | 042733078 | 501(C)(3) | 75000 | TO ADVANCE THE ORGANIZATION'S MISSION |
| COMMUNITY CARE SERVICES INC | |||||||
| 70 MAIN STREET | TAUNTON | MA | 02720 | 042506078 | 501(C)(3) | 75000 | TO ADVANCE THE ORGANIZATION'S MISSION |
| CASA MYRNA VASQUEZ | |||||||
| PO BOX 180019 | ASHMONT | MA | 02124 | 042625710 | 501(C)(3) | 65000 | TO ADVANCE THE ORGANIZATION'S MISSION |
| VICTORY PROGRAMS | |||||||
| 965 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | 042575322 | 501(C)(3) | 63500 | TO ADVANCE THE ORGANIZATION'S MISSION |
| CRITTENTON WOMEN'S UNION | |||||||
| ONE WASHINGTON MALL | BOSTON | MA | 02108 | 042104046 | 501(C)(3) | 50000 | TO ADVANCE THE ORGANIZATION'S MISSION |
| REACH BEYOND DOMESTIC VIOLENCE INC | |||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | 042735449 | 501(C)(3) | 50000 | TO ADVANCE THE ORGANIZATION'S MISSION |
| HOUSE OF HOPE INC | |||||||
| 812 MERRIMACK STREET | LOWELL | MA | 01854 | 042867965 | 501(C)(3) | 48196 | TO ADVANCE THE ORGANIZATION'S MISSION |
| LYNN SHELTER ASSOCIATION | |||||||
| 100 WILLOW STREET | LYNN | MA | 02108 | 222603594 | 501(C)(3) | 45000 | TO ADVANCE THE ORGANIZATION'S MISSION |
| HOUSING ASSISTANCE CORPORATION | |||||||
| 460 WEST MAIN STREET | HYANNIS | MA | 02601 | 237431255 | 501(C)(3) | 43000 | TO ADVANCE THE ORGANIZATION'S MISSION |
| FRANKLIN SQUARE HOUSE DAY CARE CENTER INC | |||||||
| 1575 TREMONT STREET | ROXBURY CROSSING | MA | 02120 | 043028399 | 501(C)(3) | 22037 | TO ADVANCE THE ORGANIZATION'S MISSION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 16 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: COMMITTEE REVIEW, OVERSIGHT BY THE EXECUTIVE DIRECTOR, GRANTEE REPORTING | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S AUDIT COMMITTEE MEETS TO REVIEW A DRAFT VERSION OF THE FORM 990 BEFORE IT IS FINALIZED AND FILED WITH THE INTERNAL REVENUE SERVICE. | |
| AN ANNUAL REVIEW IS MADE REGARDING THE STATEMENT OF INDEPENDENCE AND CONFLICT OF INTEREST FOR EACH BOARD MEMBER. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE BOARD MEMBER COMPENSATION AND SUCCESSION COMMITTEE ENGAGED AN OUTSIDE CONSULTANT TO ADVISE ON APPROPRIATE COMPENSATION LEVELS FOR THE EXECUTIVE DIRECTOR. | FORM 990, PART VI, SECTION B, LINE 15A | |
| ALL GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE EXECTUIVE DIRECTOR AT THE ORGANIZATION'S ADDRESS ON FILE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,006,845. | FORM 990, PART XI, LINE 5: |
| THE BOARD OF DIRECTORS APPOINTED AN AUDIT COMMITTEE TO OVERSEE THE AUDIT PROCESS AND TO APPOINT THE INDEPENDENT AUDITOR. | PART XII, LINE 2C EXPLANATION |