Civic Intelligence

Franklin Square House Foundation Inc

990PF • Fiscal year 2018 • EIN 04-2103780

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 02, 2019

PO Box 78037Belmont, MA 02478

(617) 312-3400

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$21,916,159

Flat from 2018

Net Assets

Flat

$21,864,036

Flat from 2018

Liabilities

Flat

$52,123

Flat from 2018

Revenue And Expenses

Revenue

Flat

$1,339,255

Flat from 2018

Expenses

Flat

$1,328,346

Flat from 2018

Net Income

Flat

$10,909

Flat from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $22,350,173Liabilities 2010: $30,605Net Assets 2010: $22,319,5682010Assets 2011: $19,938,844Liabilities 2011: $29,643Net Assets 2011: $19,909,2012011Assets 2012: $19,235,280Liabilities 2012: $15,275Net Assets 2012: $19,220,0052012Assets 2013: $19,668,872Liabilities 2013: $18,182Net Assets 2013: $19,650,6902013Assets 2014: $20,038,235Liabilities 2014: $12,000Net Assets 2014: $20,026,2352014Assets 2015: $20,534,366Liabilities 2015: $15,400Net Assets 2015: $20,518,9662015Assets 2016: $20,466,901Liabilities 2016: $14,242Net Assets 2016: $20,452,6592016Assets 2017: $21,901,963Liabilities 2017: $49,557Net Assets 2017: $21,852,4062017Assets 2018: $21,916,159Liabilities 2018: $52,123Net Assets 2018: $21,864,0362018Assets 2018: $21,916,159Liabilities 2018: $52,123Net Assets 2018: $21,864,0362018Assets 2019: $21,714,188Liabilities 2019: $135,461Net Assets 2019: $21,578,7272019Assets 2020: $22,045,897Liabilities 2020: $148,208Net Assets 2020: $21,897,6892020Assets 2021: $22,327,656Liabilities 2021: $120,484Net Assets 2021: $22,207,1722021Assets 2022: $23,216,731Liabilities 2022: $31,012Net Assets 2022: $23,185,7192022Assets 2023: $24,422,145Liabilities 2023: $26,064Net Assets 2023: $24,396,0812023Assets 2024: $23,751,306Liabilities 2024: $43,801Net Assets 2024: $23,707,5052024

Highlighted filing

2018

Assets$21,916,159
Liabilities$52,123
Net Assets$21,864,036

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,308,3852010Expenses 2011: $1,463,1472011Expenses 2012: $1,876,5412012Revenue 2013: $1,475,171Expenses 2013: $1,110,606Net Income 2013: $364,5652013Revenue 2014: $1,508,563Expenses 2014: $1,295,918Net Income 2014: $212,6452014Revenue 2015: $1,901,996Expenses 2015: $1,331,201Net Income 2015: $570,7952015Revenue 2016: $1,184,043Expenses 2016: $1,250,350Net Income 2016: -$66,3072016Revenue 2017: $2,891,597Expenses 2017: $1,404,495Net Income 2017: $1,487,1022017Revenue 2018: $1,339,255Expenses 2018: $1,328,346Net Income 2018: $10,9092018Revenue 2018: $1,339,255Expenses 2018: $1,328,346Net Income 2018: $10,9092018Revenue 2019: $1,559,378Expenses 2019: $1,777,279Net Income 2019: -$217,9012019Revenue 2020: $1,872,921Expenses 2020: $1,532,707Net Income 2020: $340,2142020Revenue 2021: $1,751,397Expenses 2021: $1,388,321Net Income 2021: $363,0762021Revenue 2022: $2,658,065Expenses 2022: $1,724,477Net Income 2022: $933,5882022Revenue 2023: $2,774,200Expenses 2023: $1,625,077Net Income 2023: $1,149,1232023Revenue 2024: $908,123Expenses 2024: $1,591,378Net Income 2024: -$683,2552024

Highlighted filing

2018

Revenue$1,339,255
Expenses$1,328,346
Net Income$10,909
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 2, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E GOLDSTEINExecutive DirectorFT$167,225-$167,225
ELLEN CHRISTIEBoard Member-$0--
VANESSA CALDERON-ROSADOClerk-$0--
VINCENT MCCARTHYBoard Member-$0--
BARRY MILLSBoard Member-$0--
JANET FRAZIERTreasurer-$0--
HEMMIE CHANGBoard Member-$0--
MARILYN CRONEBoard Member-$0--
ANITA HUGGINSBoard Member-$0--
RUTH ELLEN FITCHVice President-$0--
AUDREY K WANGPresident-$0--
LYDIA DOWNIEBoard Member-$0--
PATRICIA BELDENBoard Member-$0--
CHIP FLOWERSBoard Member-$0--
DEBORAH CHAUSSEBoard Member-$0--
MARK RICKABAUGHBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Franklin Square House Foundation Inc
EIN
04-2103780
Phone
6173123400
Address
PO BOX 78037, BELMONT, MA 02478

Signing Officer

Name
Audrey K Wang
Title
President
Phone
6173123400
Signed
2019-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Smith Sullivan & Brown Pc
Address
80 FLANDERS ROAD - SUITE 200, WESTBOROUGH, MA 01581
Preparer
Maureen L Sullivan CPA
Phone
5088717178
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59163251
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62107880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63158356
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65193402
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67162097
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt76100014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt77197681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt78165880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt79180556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt80192171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81303694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt82168605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8386239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt84156049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt85133284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt86178653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt87190202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt88153446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt89147215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt90267179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91132219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt92128430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9313545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt94158025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt95137063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96174720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm07086 SHS AT&T INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12177 SHS ABBOT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21800 SHS ANALOG DEVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3600 SHS APPLE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42000 SHS BWX TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52000 SHS BAXTER INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63400 SHS BB&T CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7350 SHS BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87000 SHS BOSTON PROPER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91100 SHS CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105000 SHS COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111700 SHS DXC TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123000 SHS DOWDUPONT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131800 SHS EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141700 SHS ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm156000 SHS FEDERATED INVS PA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm168000 SHS HUNTINGTON BANCSHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171600 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm185000 SHS KIMCO REALTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191100 SHS MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm203800 SHS OCCIDENTAL PETROL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211500 SHS PAYPAL HOLDINGS INCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221200 SHS PEPSICO INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm235000 SHS PFIZER INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm247300 SHS PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25400 SHS PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm265000 SHS PUBLIC STORAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm276000 SHS RLJ LODGING TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm284500 SHS ROYAL DUTCH SHELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm296000 SHS STAG INDUSTR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm302100 SHS SYSCO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm314920 SHS TAUBMAN CENTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm324000 SHS UNILEVER N V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331400 SHS UNITED PARCEL SRVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm343500 SHS VERIZON COMMUNICATN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm355000 SHS VORNADO REALT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm361680 SHS WALMART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm374500 SHS WELLS FARGO BK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm381800 SHS ZIMMER BIOMET HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39600 SHS 3M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm406000 SHS VORNADO REALT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm415395 SHS BB&T CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42300 SHS BIOGEN IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm432800 SHS BOSTON SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm442500 SHS BP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm455700 SHS CONDUENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm462300 SHS EBAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47900 SHS EVEREST RE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm482100 SHS FIRST AMER FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm493700 SHS FIRST HAWAIIAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm505300 SHS GLAXOSMITHSKLINE PC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm513000 SHS MONDELEX INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm522500 SHS NUVASIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53700 SHS PIONEER NATURAL RES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm545390 SHS THE BANK OF NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm553400 SHS UNITED BANKSHRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm563290 SHS ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm571450 SHS ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm581465 ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591020 SHS AIR PROD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60896 SHS ALLEGRAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611250 SHS AMERIPRISE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm621450 SHS AMERISOURCEBERGEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm631845 SHS ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm641158 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm651475 SHS AUTO DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661532 SHS BROADRIDGE FINL SOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm671490 SHS CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681115 SHS CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm693000 SHS COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm701345 SHS DOMINION RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711880 SHS FIDELITY NATL INFO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm721165 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm731450 SHS HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm742610 SHS INTERCONTINENTAL EXC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm755700 SHS INTERPUBLIC GRP COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76775 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm772025 SHS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm782080 SHS MARCH & MC LENNAN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm791985 SHS MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm802515 SHS MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm812990 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82970 SHS NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm831405 SHS OCCIDENTAL PETROL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm843575 SHS PFIZER INCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm851450 PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm861165 RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm871945 SHS ROYAL CARIBBEAN CRUI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm882560 SHS ROYAL DUTCH SHELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm891065 SHS UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm902025 SHS VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm911935 SHS WALGREENS BOOTS ALLI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm924500 SHS AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9342 SHS BOEING CO

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.8$0.04$23.7$0.91$1.59$0.68
2023Detailed filing. Detailed filing data is available for this year.$24.4$0.03$24.4$2.77$1.63$1.15
2022Detailed filing. Detailed filing data is available for this year.$23.2$0.03$23.2$2.66$1.72$0.93
2021Detailed filing. Detailed filing data is available for this year.$22.3$0.12$22.2$1.75$1.39$0.36
2020Detailed filing. Detailed filing data is available for this year.$22.0$0.15$21.9$1.87$1.53$0.34
2019Detailed filing. Detailed filing data is available for this year.$21.7$0.14$21.6$1.56$1.78$0.22
2018Detailed filing. Detailed filing data is available for this year.$21.9$0.05$21.9$1.34$1.33$0.01
2018Detailed filing. Detailed filing data is available for this year.$21.9$0.05$21.9$1.34$1.33$0.01
2017Detailed filing. Detailed filing data is available for this year.$21.9$0.05$21.9$2.89$1.40$1.49
2016Detailed filing. Detailed filing data is available for this year.$20.5$0.01$20.5$1.18$1.25$0.07
2015Detailed filing. Detailed filing data is available for this year.$20.5$0.02$20.5$1.90$1.33$0.57
2014Detailed filing. Detailed filing data is available for this year.$20.0$0.01$20.0$1.51$1.30$0.21
2013Detailed filing. Detailed filing data is available for this year.$19.7$0.02$19.7$1.48$1.11$0.36
2012Detailed filing. Detailed filing data is available for this year.$19.2$0.02$19.2$1.88
2011Detailed filing. Detailed filing data is available for this year.$19.9$0.03$19.9$1.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$0.03$22.3$1.31