THE LENNY ZAKIM FUND INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE LENNY ZAKIM FUND INC (EIN 04-3485146)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-03
IRS object ID
202432779349301343
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-10-03T13:45:58-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203985546PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHNSON OCONNOR FERON & CARUCCIBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 EDGEWATER DRIVE SUITE 210AddressLine1Txt
CityWAKEFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01880ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043485146EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LENNY ZAKIM FUNDBusinessNameLine1Txt
Business Name Line2C/O DLA PIPER LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLENNBusinessNameControlTxt
Phone6174066036PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 ARCH STREET 26TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021101447ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLISON PICOTTPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6174066036PhoneNum
Signature2024-09-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGISO JOSEPHPreparerPersonNm
PTINP00030126PTIN
Phone7819143400PhoneNum
Preparation2024-09-30PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALLISON PICOTTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 ARCH STREET 26TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021101447ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,367,121GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressTHELENNYZAKIMFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO DEVELOP DEEP RELATIONSHIPS AND BUILD BRIDGES AMONG PEOPLE AND COMMUNITIES TO ADVANCE SOCIAL, ECONOMIC, AND RACIAL JUSTICE. OUR MISSION IS TO LISTEN TO THOSE MOST IMPACTED BY INEQUITY AND PROVIDE THE FUNDING, ESSENTIAL RESOURCES, AND SUPPORT THEY NEED TO CREATE LASTING CHANGE.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$597,961PYContributionsGrantsAmt
CY Contributions Grants$1,641,368CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$314,285PYInvestmentIncomeAmt
CY Investment Income$244,782CYInvestmentIncomeAmt
PY Other Revenue-$46,955PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$865,291PYTotalRevenueAmt
CY Total Revenue$1,886,150CYTotalRevenueAmt
PY Grants And Similar Paid$823,205PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$632,554CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$374,191PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$322,920CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$142,080CYTotalFundraisingExpenseAmt
PY Other Expenses$351,142PYOtherExpensesAmt
CY Other Expenses$331,927CYOtherExpensesAmt
PY Total Expenses$1,548,538PYTotalExpensesAmt
CY Total Expenses$1,287,401CYTotalExpensesAmt
PY Revenues Less Expenses-$683,247PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$598,749CYRevenuesLessExpensesAmt
Total Assets BOY$7,761,593TotalAssetsBOYAmt
Total Assets EOY$9,152,375TotalAssetsEOYAmt
Total Liabilities BOY$45,476TotalLiabilitiesBOYAmt
Total Liabilities EOY$65,956TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,716,117NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,086,419NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE LENNY ZAKIM FUND ("THE FUND") BELIEVES POSITIVE SOCIAL CHANGE CAN BE CREATED BY SMALL, EFFECTIVE, GRASSROOTS ORGANIZATIONS THAT ARE OFTEN OVERLOOKED BY LARGE FOUNDATIONS, GOVERNMENT AGENCIES, AND MAJOR DONORS. OUR MISSION IS TO IDENTIFY, LISTEN TO, SUPPORT AND CONNECT GRASSROOTS COMMUNITY ORGANIZATIONS AND PROGRAMS OPERATING "BELOW THE RADAR SCREEN" OF LARGE CHARITABLE GROUPS AND GOVERNMENT GRANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$905,298ExpenseAmt
Grant$632,554GrantAmt
DescTHE FUND MAKES SMALL AND MEANINGFUL GRANTS TO SUPPORT SOME OF THE MOST AMAZING AND EFFECTIVE GRASSROOTS PROGRAMS IN THE STATE. THE FUND CONTINUALLY NURTURES THESE ORGANIZATIONS TOWARD GROWTH AND SUSTAINABILITY BY PROVIDING THE RESOURCES, TRAINING AND OTHER SUPPORTS THAT ARE OFTEN UNAVAILABLE TO SMALL ORGANIZATIONS, INCLUDING GRANTMAKING, TRAINING AND NETWORKING, COUNSELING AND ADVICE, PUBLICITY AND PRO-BONO LEGAL ASSISTANCE.Desc
Total Program Service Expenses$905,298TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document19IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALLISON PICOTT EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6174066036PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 ARCH STREET 26TH FLAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ALLISON E PICOTT
EXECUTIVE DIRECTOR40.00Yes (X)$151,440$0$4,511
TIMOTHY JAMES
BOARD MEMBER, PRESIDENT2.00Yes (X)$0$0$0Yes (X)
MICHAEL ECKTON
BOARD MEMBER, VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
LILEE DETHCHAN
BOARD MEMBER, TREASURER2.00Yes (X)$0$0$0Yes (X)
JOSH ZAKIM
BOARD MEMBER, CLERK2.00Yes (X)$0$0$0Yes (X)
LISA GORDON
BOARD MEMBER1.00$0$0$0Yes (X)
FELICIA HEYWOOD
BOARD MEMBER2.00$0$0$0Yes (X)
MARK IRVINGS
BOARD MEMBER2.00$0$0$0Yes (X)
SUZI KAITZ
BOARD MEMBER1.00$0$0$0Yes (X)
JOE RODIO
BOARD MEMBER1.00$0$0$0Yes (X)
ERIKA RODRIGUEZ
BOARD MEMBER1.00$0$0$0Yes (X)
ROBERT SHERMAN
BOARD MEMBER1.00$0$0$0Yes (X)
JILL SNIDER
BOARD MEMBER1.00$0$0$0Yes (X)
LOREN VAN ALLEN
BOARD MEMBER1.00$0$0$0Yes (X)
APRYLLE WALLACE
BOARD MEMBER1.00$0$0$0Yes (X)
DEENA ZAKIM
BOARD MEMBER1.00$0$0$0Yes (X)
JOYCE ZAKIM
BOARD MEMBER1.00$0$0$0Yes (X)
SHARI ZAKIM YACOUBY
BOARD MEMBER1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$151,440TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$4,511TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,641,368AllOtherContributionsAmt
Noncash Contributions$55,611NoncashContributionsAmt
Total Contributions$1,641,368TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$245,547TotalRevenueColumnAmt
Exclusion$245,547ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,480,206SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,480,971SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$765SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$765TotalRevenueColumnAmt
Exclusion-$765ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,886,150TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$244,782ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$632,554TotalAmt
Program Services$632,554ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$170,008TotalAmt
Program Services$56,815ProgramServicesAmt
Management And General$49,927ManagementAndGeneralAmt
Fundraising$63,266FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$121,409TotalAmt
Program Services$40,574ProgramServicesAmt
Management And General$35,655ManagementAndGeneralAmt
Fundraising$45,180FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,714TotalAmt
Program Services$573ProgramServicesAmt
Management And General$503ManagementAndGeneralAmt
Fundraising$638FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,492TotalAmt
Program Services$1,501ProgramServicesAmt
Management And General$1,319ManagementAndGeneralAmt
Fundraising$1,672FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$25,297TotalAmt
Program Services$8,454ProgramServicesAmt
Management And General$7,429ManagementAndGeneralAmt
Fundraising$9,414FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$86,271TotalAmt
Program Services$44,616ProgramServicesAmt
Management And General$41,655ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$61,965TotalAmt
Program Services$32,995ProgramServicesAmt
Management And General$28,970ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$23,117TotalAmt
Management And General$23,117ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$18,417TotalAmt
Program Services$8,225ProgramServicesAmt
Management And General$10,192ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$10,301TotalAmt
Fundraising$10,301FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$25,146TotalAmt
Program Services$9,989ProgramServicesAmt
Management And General$15,157ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,560TotalAmt
Program Services$374ProgramServicesAmt
Management And General$3,186ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$74,403TotalAmt
Program Services$65,869ProgramServicesAmt
Management And General$1,579ManagementAndGeneralAmt
Fundraising$6,955FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,359TotalAmt
Program Services$248ProgramServicesAmt
Management And General$2,111ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRINTING & REPRODUCTION$15,047$2,122$12,925$0
FUNDRAISING EXPENSES$4,594$4,594
MISCELLANEOUS$3,853$389$3,404$60
BANK SERVICE CHARGE$2,894$2,894

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,287,401TotalAmt
Program Services$905,298ProgramServicesAmt
Management And General$240,023ManagementAndGeneralAmt
Fundraising$142,080FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$49,247BOYAmt
EOY$88,007EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$579,121BOYAmt
EOY$690,965EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$711,468BOYAmt
EOY$476,293EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,500BOYAmt
EOY$4,500EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,548,085BOYAmt
EOY$5,822,179EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,871,172BOYAmt
EOY$2,070,431EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,761,593BOYAmt
EOY$9,152,375EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,415BOYAmt
EOY$9,268EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$31,061BOYAmt
EOY$56,688EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$45,476BOYAmt
EOY$65,956EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,449,170BOYAmt
EOY$1,595,247EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,266,947BOYAmt
EOY$7,491,172EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,716,117BOYAmt
EOY$9,086,419EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,761,593BOYAmt
EOY$9,152,375EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$598,749ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$771,553NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,078,317CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,067,369CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,352,558CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$493,510CurrentTaxYearMinus1YearAmt
Current Tax Year$1,535,068CurrentTaxYearAmt
Total$6,526,822TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,078,317CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,067,369CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,352,558CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$493,510CurrentTaxYearMinus1YearAmt
Current Tax Year$1,535,068CurrentTaxYearAmt
Total$6,526,822TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,008,158SubstantialContributorsTotAmt
Public Support Total170$4,518,664PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$249,294CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$268,091CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$86,654CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$264,090CurrentTaxYearMinus1YearAmt
Current Tax Year$245,547CurrentTaxYearAmt
Total$1,113,676TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$272,092CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$522,994CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$309,066CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$127,769CurrentTaxYearMinus1YearAmt
Current Tax Year$101,706CurrentTaxYearAmt
Total$1,333,627TotalAmt
FieldValueIRS element (for citing)
Total Support$8,974,125TotalSupportAmt
Public Support CY1700.50350PublicSupportCY170Pct
Public Support PY1700.53020PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,419,257BeginningYearBalanceAmt
Investment Earnings Or Losses$987,240InvestmentEarningsOrLossesAmt
Other Expenditures$114,983OtherExpendituresAmt
Administrative Expenses$142,889AdministrativeExpensesAmt
End Year Balance$7,148,625EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,475,631BeginningYearBalanceAmt
Contributions$142,889ContributionsAmt
Investment Earnings Or Losses-$1,111,159InvestmentEarningsOrLossesAmt
Other Expenditures$88,104OtherExpendituresAmt
End Year Balance$6,419,257EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,738,770BeginningYearBalanceAmt
Investment Earnings Or Losses$836,107InvestmentEarningsOrLossesAmt
Other Expenditures$99,426OtherExpendituresAmt
End Year Balance$7,475,451EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,243,495BeginningYearBalanceAmt
Investment Earnings Or Losses$615,337InvestmentEarningsOrLossesAmt
Other Expenditures$120,062OtherExpendituresAmt
End Year Balance$6,738,770EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,114,514BeginningYearBalanceAmt
Contributions$275,000ContributionsAmt
Investment Earnings Or Losses$968,020InvestmentEarningsOrLossesAmt
Other Expenditures$114,039OtherExpendituresAmt
End Year Balance$6,243,495EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.17818BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.55529PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.26653TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ISHARES MSCI USA ESG SELECT ETF$625,014F
TROWE PRICE CAPITAL APPRECIATION INVESTOR CLASS$935,455F
FPA NEW INCOME$509,962F
FieldValueIRS element (for citing)
Total Book Value Securities$2,070,431TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
AGENCY CUSTODIAL ACCOUNTS$31,061
REFUNDABLE ADVANCE$25,627
FieldValueIRS element (for citing)
Total Liability$56,688TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,689,092TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$771,553NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$59,100DonatedServicesAndUseFcltsAmt
Revenue Not Reported$830,653RevenueNotReportedAmt
Revenue Subtotal$1,858,439RevenueSubtotalAmt
Investment Expenses Not Incld$23,117InvestmentExpensesNotIncldAmt
Other Revenues Not Included$4,594OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$27,711RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,886,150TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,318,790TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$59,100DonatedServicesUseFcltsAmt
Expenses Not Reported$59,100ExpensesNotReportedAmt
Expenses Subtotal$1,259,690ExpensesSubtotalAmt
Investment Expenses Not Incld2$23,117InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$4,594OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$27,711ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,287,401TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE PURPOSE OF THE ENDOWMENT FUND IS TO ALLOW THE LENNY ZAKIM FUND TO CONTINUE OVER THE LONG-TERM ITS INNOVATIVE, GRASS-ROOTS GRANT MAKING.
PART X, LINE 2:THE FUND IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. INCOME RELATED TO THESE PURPOSES IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME WOULD BE TAXABLE ACCORDING TO APPLICABLE INTERNAL REVENUE CODE SECTIONS. THE FUND HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. THE FUND REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN ITS FILED RETURNS AND RECOGNIZES THE BENEFIT FROM A TAX POSITION ONLY OF IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON AUDIT BASED SOLELY ON THE TECHNICAL MERITS OF THE TAX POSITION. THE FUND ACCRUES INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE FUND FILES FEDERAL AND MASSACHUSETTS TAX RETURNS. THE STATUTE OF LIMITATIONS FOR THESE JURISDICTIONS IS GENERALLY THREE YEARS. THE FUND HAS NO RETURNS UNDER EXAMINATION AS OF DECEMBER 31, 2023.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EVENTS, NET DIRECT BENEFITS TO DONORS 4,594.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EVENTS, NET DIRECT BENEFITS TO DONORS 4,594.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (55 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
2GETHER WE EAT
120 CATARACT ST WORCESTER MA 01602WORCESTERMA01613852778948501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
365 DAD INC
1 WESTINGHOUSE PLAZABOSTONMA02136823395640501(C)(3)$7,500$0GENERAL OPERATING SUPPORT
AFRICAN CULTURAL SERVICES
703 MAIN STWALTHAMMA02451273145250501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
AUTISM SPRINTER
16 LANTERN LANERANDOLPHMA02368472230168501(C)(3)$8,000$0GENERAL OPERATING SUPPORT
BLACK AND PINK MASSACHUSETTS
PO BOX 231126BOSTONMA02123273930676501(C)(3)$12,429$0GENERAL OPERATING SUPPORT
BOSTON AFFORDABLE HOUSING COALITION (MASSACHUSETTS ALLIANCE OF HUD TENANT)
42 SEAVERNS AVEJAMAICA PLAINMA02130222526244501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
BROCKTON WORKERS ALLIANCE
826 BELMONT ST UNIT 1BROCKTONMA02301830920879501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
BRYCE'S JOURNEY
PO BOX 365146HYDE PARKMA02136823137371501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
BUILDING BRIDGES THROUGH MUSIC
93 EUCLID AVELYNNMA01904020539062501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
CAPE ANN ART HAVEN - VENDOR
180 B MAIN STREETGLOUCESTERMA01930331205255501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
CENTER FOR ECONOMIC DEMOCRACY
PO BOX 300299JAMAICA PLAINMA02130473589804501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
CENTRO COMUNITARIO DE TRABAJADORES (CCT)
1532 ACUSHNET AVENEW BEDFORDMA02746270445556501(C)(3)$30,000$0GENERAL OPERATING SUPPORT
CITY STRINGS UNITED
PO BOX 192120ROXBURYMA02119455118370501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
CODESQUAD
7 BIGELOW ST 1ST FLOORSOMERVILLEMA02143812607413501(C)(3)$20,000$0GENERAL OPERATING SUPPORT
COMMUNITY CARING CLINIC INC
55 WARREN STROXBURYMA02119822051598501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
DEAFINITELY
4 JUNE LANENEWTON CENTERMA02459841809435501(C)(3)$7,500$0GENERAL OPERATING SUPPORT
GRATIS HEALTHCARE
PO BOX 644FRANKLINMA02038863883420501(C)(3)$7,500$0GENERAL OPERATING SUPPORT
GREATER BOSTON CHAPTER OF UNITED SPINAL ASSOCIATION
2 REHABILITATION WAYWOBURNMA01801043189607501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
GROUNDWORK SOUTHCOAST
17 IRVING STREETNEW BEDFORDMA02746043546770501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
I HAVE A FUTURE
14 CUSHING AVENUEDORCHESTERMA02125611791328501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
KODECONNECT
115 CYPRESS DRIVEBROCKTONMA02301811629400501(C)(3)$8,000$0GENERAL OPERATING SUPPORT
LOUIS D BROWN PEACE INSTITUE
15 CHRISTOPHER STDORCHESTERMA02122263068254501(C)(3)$9,000$0GENERAL OPERATING SUPPORT
LOVE LIFE NOW FOUNDATION INC
1 NOLAN STREETAVONMA02322453580292501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
MACHON LEV DBA TEEN JUST-US
21 GODEN STBELMONTMA02478822355130501(C)(3)$7,500$0GENERAL OPERATING SUPPORT
MERCY MEALS & MORE INC
PO BOX 40515NEW BEDFORDMA02744272998918501(C)(3)$7,500$0GENERAL OPERATING SUPPORT
MOUNT OLIVES COMMUNITY CENTER
1285 HYDE PARK AVEHYDE PARKMA02136834502301501(C)(3)$13,000$0GENERAL OPERATING SUPPORT
MY BROTHER'S KEEPER 617
PO BOX 338NORTH EASTONMA02356043088412501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
NEIGHBORHOOD COUNSELING & COMMUNITY SVCS
403 HIGHLAND AVENUE SUITE 202SOMERVILLEMA02144473869970501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
NEIGHBORS UNITED FOR A BETTER EAST BOSTON
19 MERIDIAN STREETBOSTONMA02128999999999501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
NEW ENGLAND UNITED FOR JUSTICE
1845 DORCHESTER AVENUEDORCHESTERMA02124203404034501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
NEW LYNN COALITION
112 EXCHANGE STRETLYNNMA01901831457498501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
NIGERIAN AMERICAN MULTI-SERVICE ASS'N
1074 HYDE PARK AVE STE 001HYDE PARKMA02136043023516501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
OHKETEAU CULTURAL CENTER
551 CONWAY ROADASHFIELDMA01330042972334501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
OUR DEAF SURVIVORS CENTER INC
128 PROVIDENCE STWORCESTERMA01610043473545501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
P&O BEHAVIORAL HEALTH INITIATIVE
27 AUBURN STREET STE BHAVERHILLMA01830861196245501(C)(3)$7,500$0GENERAL OPERATING SUPPORT
PINNACLE PARTNERSHIPS
PO BOX 613S EASTONMA02375851372377501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
PLEASANT STREET NEIGHBORHOOD NETWORK CTR
301 PLEASANT STWORCESTERMA01609770690887501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
RESIST
PO BOX 301240BOSTONMA02130042433182501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
RIGHT TO THE CITY OF BOSTON
388 ATLANTIC AVENUE SUITE 2BROOKLYNNY11217943462187501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
SISTERS UNCHAINED (THE CITY SCHOOL)
P O BOX 300902JAMAICA PLAINMA02130453866647501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
SITTERS FOR SCHOLARS
769 CENTRE STBOSTONMA02130465324408501(C)(3)$7,500$0GENERAL OPERATING SUPPORT
SOMALI PARENTS ADVOCACY CTR FOR EDUCATION
1408 CENTRE STREETBOSTONMA02131842743083501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
SOUTH BOSTON EN ACCION
10 LOGAN WAY BASEMENTSOUTH BOSTONMA02127364622949501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
SOUTH COAST LGBTQ NETWORK
PO BOX 8473NEW BEDFORDMA02740822601799501(C)(3)$10,625$0GENERAL OPERATING SUPPORT
THE HEART OF A GIANT
15 UNION AVEMILTONMA02186842900386501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
THE HISTORY PROJECT
565 BOYLSTON STBOSTONMA02116042737016501(C)(3)$7,500$0GENERAL OPERATING SUPPORT
THE UPWARD PROJECT
65 MORA STREETBOSTONMA02124825201485501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
TO THE MOON AND BACK
PO BOX 1078PLYMOUTHMA02362371893529501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
TOP NOTCH SCHOLARS
60 ISLAND STLAWRENCEMA01840464527723501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
TRANSLATE GENDER
25 MAIN ST STE 220NORTHAMPTONMA01060872079264501(C)(3)$9,000$0GENERAL OPERATING SUPPORT
TSNE MISSION WORKS
89 SOUTH STREET STE 700BOSTONMA02111042261109501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
UNION OF MINORITY NEIGHBORHOODS
42 SEAVERNS AVEBOSTONMA02130200011504501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
WE ARE BETTER TOGETHER - THE WARREN DANIEL HAIRSTON PROJECT
91 THORNTON STREET 1 REARROXBURYMA02119823856484501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
WORCESTER YOUTH CENTER
326 CHANDLER STWORCESTERMA01602043245867501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
YOUTH JUSTICE AND POWER UNION AT THE CITY SCHOOL
614 COLUMBIA ROADBOSTONMA02125020532474501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org61Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationWRITTEN PROPOSALS ARE RECEIVED BEFORE GRANTS ISSUED. STAFF CHECK IN WITH ALL GRANTEES DURING THE YEAR. ALL GRANTEES ARE REQUIRED TO SUBMIT AN EVALUATION ANNUALLY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonALLISON E PICOTTPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$151,440BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$4,511DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$155,951TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$55,611NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV - EXCHANGE VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2JOYCE, JOSH, DEENA AND SHARI ZAKIM, BOARD MEMBERS, HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE COMMITTEE OF THE GOVERNING BODY REVIEWS THE ORGANIZATION'S FORM 990 PRIOR TO ITS FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CMEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION AT THE ANNUAL MEETING. PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING.
FORM 990, PART VI, SECTION B, LINE 15THE PROCESS FOR DETERMINING THE COMPENSATION OF ALL LZF STAFF INCLUDES THE REVIEW OF BENCHMARK DATA FROM TWO THIRD PARTIES (BRIDGESPAN GROUP AND TSNE MISSIONWORKS) TO ASSESS COMPARABLE NONPROFIT EMPLOYEE COMPENSATION PRIOR TO EXTENDING AN OFFER OF EMPLOYMENT. THE APPROVAL OF REASONABLE SALARIES AND BONUSES IS DONE BY THE BOARD'S EXECUTIVE COMMITTEE AFTER EXTENSIVE DISCUSSION AND DELIBERATION. PROJECTED SALARIES AND BONUSES ARE PRE-BUDGETED EACH FALL AND INCLUDED IN THE NEXT FISCAL YEAR'S BUDGET, WHICH IS TYPICALLY VOTED UPON AND APPROVED AT THE ANNUAL MEETING IN DECEMBER OF EACH YEAR.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE UPON REQUEST; GUIDESTAR.ORG; MASS. ATTORNEY GENERAL WEBSITE -HTTP://WWW.CHARITIES.AGO.STATE.MA.US/CHARITIES/ AND OTHER SIMILAR TYPES OF WEBSITES.
FORM 990, PART VI, SECTION C, LINE 19FINANCIAL STATEMENTS, FORM 990, CONFLICT OF INTEREST POLICY, GOVERNANCE POLICIES AND PROCEDURES AND OTHER APPROPRIATE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE ORGANIZATION'S FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS OR SELECTION PROCESS FOR AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.

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