Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
FRANKLIN SQUARE HOUSE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 78037
  Room/suite
City or town
BELMONT
State or province
MA
Country  
ZIP or foreign postal code
02478
A Employer identification number

04-2103780
B Telephone number (see instructions)

6173123400
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$26,675,590J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 544,608 544,608  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 101,537
b Gross sales price for all assets on line 6a 2,765,321
7 Capital gain net income (from Part IV, line 2)... 101,537
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
204,067 204,067  
12 Total. Add lines 1 through 11........ 850,212 850,212  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 230,446 0   230,446
14 Other employee salaries and wages...... 4,369 0   4,369
15 Pension plans, employee benefits....... 15,794 0   15,794
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
37,241 0   37,241
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
118,193 95,506   22,687
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
27,819 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 10,370 0   10,370
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,088 0   20,088
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 464,320 95,506   340,995
25 Contributions, gifts, grants paid....... 1,182,573 1,182,573
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,646,893 95,506   1,523,568
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -796,681
b Net investment income (if negative, enter -0-) 754,706
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 131,710 203,178 203,178
2 Savings and temporary cash investments......... 2,664,741 2,143,160 2,143,569
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 27,522 20,736 20,736
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,945,025 Click to see attachment
List of Attached Documents:
// Content
6,964,730 		9,723,847
c Investments—corporate bonds (attach schedule)....... 7,766,250 Click to see attachment
List of Attached Documents:
// Content
7,509,468 		7,339,718
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,185,240 Click to see attachment
List of Attached Documents:
// Content
6,104,307 		7,244,542
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
30,818 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,751,306 22,945,579 26,675,590
Liabilities 17 Accounts payable and accrued expenses.......... 13,071 13,559
18 Grants payable.................    
19 Deferred revenue................. 30,730  
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 43,801 13,559
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 23,707,505 22,932,020
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 23,707,505 22,932,020
30 Total liabilities and net assets/fund balances (see instructions). 23,751,306 22,945,579
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
23,707,505
2
Enter amount from Part I, line 27a .....................
2
-796,681
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
21,196
4
Add lines 1, 2, and 3 ..........................
4
22,932,020
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
22,932,020
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SALE OF SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,730,867   2,663,784 67,083
b 34,454     34,454
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       67,083
b       34,454
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 101,537
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 10,490
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,490
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,490
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 25,270
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,270
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 14,780
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax14,780 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressWWW.FRANKLINSQUAREHOUSEFOUNDATION.ORG
14
The books are in care ofROBERT E GOLDSTEIN EXECUTIVE DIRECTOR Telephone no. (617) 312-3400

Located atPO BOX 78037BELMONTMA ZIP+402478
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ROBERT E GOLDSTEIN EXECUTIVE DIRECTOR
40.00 		230,446 0 0
PO BOX 78037
BELMONT,MA02478
BARRY MILLS PRESIDENT
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
ESTHER SCHLORHOLTZ VICE PRESIDENT
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
MAYRA NEGRON-ROCHE TREASURER
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
LYNDIA DOWNIE CLERK
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
AUDREY K WANG BOARD MEMBER
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
CHIP FLOWERS BOARD MEMBER
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
DEB CHAUSSE BOARD MEMBER
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
ELLEN CHRISTIE BOARD MEMBER
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
HEMMIE CHANG BOARD MEMBER
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
IVY WASHINGTON BOARD MEMBER
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
LYNN DELIDOW BOARD MEMBER
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
LYNNE SHERIDAN BOARD MEMBER
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
MARILYN CRONE BOARD MEMBER
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
MARK RICKABAUGH BOARD MEMBER
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
MATHEW YARMOLINSKY BOARD MEMBER
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
RUTH ELLEN FITCH BOARD MEMBER
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
JANET FRAZIER FORMER BOARD MEMBER
1.00 		0 0 0
PO BOX 78037
BELMONT,MA02478
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
26,253,559
b
Average of monthly cash balances.......................
1b
115,669
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
26,369,228
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
26,369,228
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
395,538
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,973,690
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,298,685
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,298,685
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
10,490
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,490
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,288,195
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,288,195
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,288,195
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
1,523,568
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,523,568
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,288,195
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 226,695
b From 2021......  
c From 2022...... 374,391
d From 2023...... 260,564
e From 2024...... 179,537
f Total of lines 3a through e ........ 1,041,187
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,523,568
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 1,288,195
e Remaining amount distributed out of corpus 235,373
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,276,560
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		226,695
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,049,865
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 374,391
c Excess from 2023 .... 260,564
d Excess from 2024 .... 179,537
e Excess from 2025 .... 235,373
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ROBERT E GOLDSTEIN
PO BOX 78037
BELMONT,MA02478
(617) 312-3400
bThe form in which applications should be submitted and information and materials they should include:
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.
cAny submission deadlines:
YES, SUBMISSION DEADLINES ARE SET FOR EACH ANNUAL GRANT CYCLE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ROBERT E GOLDSTEIN
PO BOX 78037
BELMONT,MA02478
(617) 312-3400
bThe form in which applications should be submitted and information and materials they should include:
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.
cAny submission deadlines:
YES, SUBMISSION DEADLINES ARE SET FOR EACH ANNUAL GRANT CYCLE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
IN ADDITION TO BEING A 501(C)(3) ORGANIZATION, GRANTEE MUST BE RACIALLY AND ECONOMICALLY MIXED AND HAVE A HEALTHY MIX OF SUBSIDIZED STUDENTS.
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ABCD

178 TREMONT STREET
BOSTON,MA02111 		NONE   CHILDCARE GRANT 50,000

BOSTON CHINATOWN NEIGHBORHOOD ASSOCIATION

885 WASHINGTON STREET
BOSTON,MA02111 		NONE   CHILDCARE GRANT 47,250

BOYS & GIRLS CLUB OF DORCHESTER

1135 DORCHESTER STREET
BOSTON,MA02116 		NONE   CHILDCARE GRANT 50,000

BRIDGE OVER TROUBLED WATERS

47 WEST STREET
BOSTON,MA02111 		NONE   HOUSING AND SHELTER GRANT 10,312

BROCKTON DAY NURSERY

243 CRESCENT STREET
BROCKTON,MA02302 		NONE   CHILDCARE GRANT 11,775

CASA MYRNA VAZQUEZ

451 BLUE HILL AVE
BOSTON,MA02121 		NONE   HOUSING AND SHELTER GRANTS 32,887

CASPARBAYCOVE

PO BOX 45538
SOMERVILLE,MA02145 		NONE   HOUSING AND SHELTER GRANT 54,995

CITIZENS INN

81 MAIN STREET
PEABODY,MA01960 		NONE   HOUSING AND SHELTER GRANT 59,504

COMMUNITY DAYCARE OF LAWRENCE

190 HAMPSHIRE STREET
LAWRENCE,MA01840 		NONE   CHILDCARE GRANT 19,873

CRISPUS ATTUCKS CHILDCARE CENTER

105 CRAWFORD STREET
DORCHESTER,MA02121 		NONE   CHILDCARE GRANT 50,000

EMPATH

ONE WASHINGTON MALL
BOSTON,MA02108 		NONE   HOUSING AND SHELTER GRANTS 64,330

FAMILY AID BOSTON

3815 WASHINGTON STREET
BOSTON,MA02130 		NONE   HOUSING AND SHELTER GRANT 35,593

HARBORCOV

1 CITY HALL AVE 3228
CHELSEA,MA02150 		NONE   HOUSING AND SHELTER GRANTS 49,545

HOUSE OF HOPE

812 MERRIMACK STREET
LOWELL,MA01854 		NONE   HOUSING AND SHELTER GRANT 28,600

LAZARUS HOUSE

PO BOX 408
LAWRENCE,MA01842 		NONE   HOUSING AND SHELTER GRANT 48,922

NORTHSTAR LEARNING CENTERS INC

53 LINDEN STREET
NEW BEDFORD,MA02740 		NONE   CHILDCARE GRANT 77,388

PATHWAYS FOR CHILDREN

29 EMERSON AVENUE
GLOUCESTER,MA01930 		NONE   CHILDCARE GRANT 50,000

PEOPLE INCORPORATED

4 SOUTH MAIN STREET
FALL RIVER,MA02721 		NONE   CHILDCARE GRANT 86,588

PROJECT HOPE

550 DUDLEY STREET
ROXBURY,MA02119 		NONE   HOUSING AND SHELTER GRANT 48,992

PROJECT KOMPASS

83 MIDDLESEX STREET
NORTH CHELMSFORD,MA01863 		NONE   HOUSING AND SHELTER GRANT 33,000

TRANSITION HOUSE

136 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02139 		NONE   HOUSING AND SHELTER GRANTS 116,441

VICTORY PROGRAMS

965 MASSACHUSETTS AVENUE
BOSTON,MA02118 		NONE   HOUSING AND SHELTER GRANT 13,856

WOBURN COUNCIL FOR SOCIAL CONCERN

2 MERRIMAC STREET
WOBURN,MA01801 		NONE   CHILDCARE GRANT 50,000

WOMEN IN TRANSITION INC DBA ALTERNATIVE HOUSE

PO BOX 2100
LOWELL,MA05851 		NONE   HOUSING AND SHELTER GRANTS 42,722

YWCA OF GREATER NEWBURYPORT

13 MARKET ST
NEWBURYPORT,MA01950 		NONE   HOUSING AND SHELTER GRANT 50,000
Total ................................. 3a 1,182,573
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 544,608  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 101,537  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 INCOME 		    18 204,067  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 850,212 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
850,212
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
FRANKLIN SQUARE HOUSE FOUNDATION INC
EIN:
04-2103780
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 37,241 0   37,241

TY 2025 InvestmentsCorpBondsSchedule
Name:
FRANKLIN SQUARE HOUSE FOUNDATION INC
EIN:
04-2103780
Name of Bond End of Year Book Value End of Year Fair Market Value
ARCH CAPITAL FINANCE LLC 4.011% SNR NTS 15/12/2026 USD (SEC REGD) 4.011% 12/ 255,555 250,413
BANK OF AMERICA 4.25% SUB NTS 22/10/2026 USD (SEC REGD) (L) 4.25% 10/22/2026 137,776 126,312
BANK OF AMERICA CORP DEP SHS PER1/1000E 174,749 131,950
BBH INCOME FUND-I 1,551,000 1,554,107
BBH LIMITED DURATION FUND CL I 2,331,841 2,420,893
BROADRIDGE FINANCIAL SOLUTIONS 3.4% SNR NTS 27/06/2026 USD (SEC REGD) 3.4% 0 131,696 124,568
CAPITAL ONE FINANCIAL DEPOSITARY SHARES EACH REPRESENTING A 1/40TH INTEREST 149,214 108,540
DIGITAL REALTY TRUST INC 5.200% SERIES L CUMULATIVE REDEEMABLE PREFERRED STO 153,574 122,820
DIGITAL REALTY TRUST LP 3.7% SNR NTS 15/08/2027 USD (SEC REGD) 3.7% 08/15/20 109,390 100,856
ELEVANCE HEALTH IN 3.65% SNR PIDI NTS 01/12/2027 USD (SEC REGD) 3.65% 12/01/ 161,236 149,739
FEDERAL HOME LOAN MTG CORP 2.903% BDS 25/06/2029 USD 2.903% 06/25/2029 262,998 242,625
FEDERAL HOME LOAN MTG CORP POOL #RA2970 2.5% 07/01/2050 46,146 38,049
FEDERAL NATL MTG ASSN POOL #AL9679 4% 06/01/2035 39,418 36,769
FEDERAL NATL MTG ASSN POOL #AS8157 4.5% 10/01/2046 43,882 41,607
FNMA PASS-THRU I POOL #FM2333 3.5% 02/01/2050 23,657 21,981
HOME DEPOT INC 2.7% SNR NTS 15/04/2030 USD (SEC REGD) 2.7% 04/15/2030 113,578 118,906
JPMORGAN CHASE CO. FXD-FRN SNR 23/04/2029 USD (SEC REGD) 4.005% 04/23/2029 167,452 150,991
LOWE'S COS INC NOTE 3.1% 05/03/2027 134,360 124,239
MASTERCARD INCORPORATED 2.95% SNR NTS 01/06/2029 USD (SEC REGD) 2.95% 06/01/ 108,335 97,110
MORGAN STANLEY 3.95% SUB NTS 23/04/2027 USD (SEC REGD) (F) 3.95% 04/23/2027 149,060 151,013
NATIONAL STORAGE AFFILIATES TRUS 6.000% SERIES A CUMULATIVE REDEEMABLE PREFE 232,454 210,500
NORTHERN TRUST CORP 3.15% SNR NTS 03/05/2029 USD (SEC REGD) 3.15% 05/03/2029 143,319 146,819
NORTHERN TRUST CORP 6.125% JNR SUB NTS 02/11/2032 USD (SEC REGD) 6.125% 11/0 100,687 110,051
PAYDEN PAYDEN LOW DURATION FUND 134,181 133,298
SCHWAB CHARLES CORP NEW 3.2% SNR NTS 25/01/2028 USD (SEC REGD) 3.2% 01/25/20 127,425 125,020
US BANCORP 3.1% SUB NTS 27/04/2026 USD (SEC REGD) (W) 3.1% 04/27/2026 127,277 125,370
VERIZON COMMUNICATIONS INC 4.125% SNR NTS 16/03/2027 USD (SEC REGD) 4.125% 0 160,840 150,133
WALMART INC 3.7% SNR NTS 26/06/2028 USD (SEC REGD) 3.7% 06/26/2028 106,564 100,244
WELLS FARGO & CO 3% SNR NTS 23/10/2026 USD (SEC REGD) 3% 10/23/2026 131,804 124,795

TY 2025 InvestmentsCorpStockSchedule
Name:
FRANKLIN SQUARE HOUSE FOUNDATION INC
EIN:
04-2103780
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 59,307 93,717
ADOBE INC 130,232 101,147
ADVANCED DRAINAGE SYSTEM INC COM 23,900 29,980
ALCON INC COM STK 81,400 82,593
ALPHABET INC CL C 182,986 426,768
AMAZON.COM INC 189,779 297,296
APPLE COMPUTER INC 71,273 339,825
APPLIED MATERIALS INC 121,909 209,961
APTARGROUP INC COM 22,482 22,197
ARISTA NETWORKS INC COM STK 10,978 31,578
ARTHUR J GALLAGHER & CO 93,344 103,516
AUTOMATIC DATA PROCESSING INC 118,568 126,617
BBH PARTNER FUND - INTERNATIONAL EQUITY 1,237,170 1,860,283
BERKSHIRE HATHAWAY INC-CL B 142,264 191,510
BLACKROCK INC COM 140,937 221,560
BOOKING HOLDINGS INC COM STK 63,432 107,107
BROWN & BROWN INC 22,706 24,388
CADENCE DESIGN SYS INC 122,216 137,848
CBRE GROUP INC CL A 23,633 41,323
CLARKSTON FOUNDERS FUND - FOUNDERS CLASS 888,656 1,043,450
COSTCO WHOLESALE CORP 66,233 101,756
DARLING INGREDIENTS INC COM 32,080 24,084
ECOLAB INC 91,140 128,203
ENTEGRIS INC COM STK 28,879 27,297
GFL ENVIRONMENTAL COM STK 27,988 33,759
GUIDEWIRE SOFTWARE INC COM STK 16,684 38,192
GXO LOGISTICS INCORPORATED COMMON STOCK 31,025 30,636
HEICO CORP CL A 12,819 25,243
ICON PLC COM STK 29,500 23,689
JOHNSON & JOHNSON 118,131 155,833
KLA CORPORATION 123,306 313,491
LINDE PLC 202,182 220,870
LPL FINANCIAL HOLDINGS INC COM STK 18,594 27,859
MASTERCARD INCORPORATED 148,014 206,659
MCDONALD'S CORP 112,291 128,365
MICROSOFT CORP 240,003 432,356
MISTER CAR WASH INC COM 7,490 7,701
NIKE INC CL B 171,024 142,732
ORACLE CORP 74,959 209,918
OTIS WORLDWIDE CORPORATION COM 120,815 109,624
PROCTER & GAMBLE CO 54,377 94,585
PROGRESSIVE CORP OHIO 68,194 95,642
S&P GLOBAL INC COM STK 127,173 177,158
SHIFT4 PAYMENTS INC CL A 24,478 26,258
TAKE-TWO INTERACTIVE SOFTWRE COM STOCK 20,093 37,124
TEXAS INSTRUMENTS INC 111,319 122,484
THERMO FISHER SCIENTIFIC INC 89,971 101,479
VULCAN MATERIALS CO 18,235 25,670
WASTE MANAGEMENT INC 168,694 222,566
WATSCO INC COM STK 37,904 35,043
WEST PHARMACEUTICAL SVCS INC 25,869 28,064
WILLSCOTT MOBILE MINI HOLDINGS CO COM CL A 23,032 13,501
WYNDHAM HOTELS & RESORTS INC COM STK 25,085 26,673
ZEBRA TECHNOLOGIES CORP COM 12,780 13,841
ZOETIS INC COM STK 103,420 76,247
ANALOG DEVICES INC 27,244 41,765
COCA-COLA CO 46,691 45,651
ELI LILLY & CO 87,344 122,514
NOVO NORDISK SPONS ADR 29,167 18,469
NVIDIA CORP COM STK 71,237 130,177
SERVICENOW INC COM STK 138,112 119,488
VISA INC- CL.A SHARES 21,211 22,796
WALMART INC 120,905 139,110
BJ'S WHOLESALE CLUB HOLDINGS COM STK 22,779 21,427
ITT INC COM STK 22,376 23,077
KEYSIGHT TECHNOLOGIES INC COM 17,450 24,383
TRADEWEB MARKETS INC CL A 14,559 14,303
UL SOLUTIONS INC. CLASS A COM SHS 14,702 23,421

TY 2025 InvestmentsOtherSchedule2
Name:
FRANKLIN SQUARE HOUSE FOUNDATION INC
EIN:
04-2103780
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTAROCK PARTNERS SERIES - BBH WS (VALUED AS OF 2/29/2024) AT COST 1,481,887 1,906,568
BOWIE GLOBAL EQUITY SERIES - BBH WS (VALUED AS OF 02/28/2025) AT COST 924,842 1,026,384
GQG PARTNERS EMERGING MARKETS EQUITY SERIES - BBH WS (VALUED AS OF 2/29/2024 AT COST 716,493 817,696
TRINITY STREET INTERNATIONAL PARTNERS SERIES - BBH WS (VALUED AS OF 2/29/202 AT COST 1,076,445 1,253,617
VALLEY FORGE LARGE CAP EQUITY SERIES - BBH WS (VALUED AS OF 2/29/2024) AT COST 1,904,640 2,240,277

TY 2025 OtherAssetsSchedule
Name:
FRANKLIN SQUARE HOUSE FOUNDATION INC
EIN:
04-2103780
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDENDS RECEIVABLE 30,818 0 0


TY 2025 OtherExpensesSchedule
Name:
FRANKLIN SQUARE HOUSE FOUNDATION INC
EIN:
04-2103780
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES, FEES AND SUBSCRIPTION 1,119 0   1,119
WEBSITE EXPENSES 1,480 0   1,480
OFFICE EXPENSES 11,759 0   11,759
INSURANCE 3,496 0   3,496
TELEPHONE 1,200 0   1,200
MISCELLANEOUS EXPENSES 1,034 0   1,034


TY 2025 OtherIncomeSchedule2
Name:
FRANKLIN SQUARE HOUSE FOUNDATION INC
EIN:
04-2103780
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 INCOME 204,067 204,067 204,067


TY 2025 OtherIncreasesSchedule
Name:
FRANKLIN SQUARE HOUSE FOUNDATION INC
EIN:
04-2103780
Description Amount
ADJUSTMENT TO COST BASIS 21,196


TY 2025 OtherProfessionalFeesSchedule
Name:
FRANKLIN SQUARE HOUSE FOUNDATION INC
EIN:
04-2103780
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CONSULTANTS 22,687 0   22,687
INVESTMENT ADVISORY FEES 95,506 95,506   0


TY 2025 TaxesSchedule
Name:
FRANKLIN SQUARE HOUSE FOUNDATION INC
EIN:
04-2103780
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX ON INVESTMENT INCOME 27,819 0   0