THE LENNY ZAKIM FUND INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE LENNY ZAKIM FUND INC (EIN 04-3485146)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-20
- IRS object ID
- 202302639349301600
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-20T15:51:51-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203985546 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON OCONNOR FERON & CARUCCI | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 EDGEWATER DRIVE SUITE 210 | AddressLine1Txt |
| City | WAKEFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043485146 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LENNY ZAKIM FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O DLA PIPER LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LENN | BusinessNameControlTxt |
| Phone | 6174066036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 ARCH STREET 26TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101447 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON PICOTT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6174066036 | PhoneNum |
| Signature | 2023-09-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALLISON | PersonFirstNm |
| Person Last | PICOTT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GISO JOSEPH | PreparerPersonNm |
| PTIN | P00030126 | PTIN |
| Phone | 7819143400 | PhoneNum |
| Preparation | 2023-09-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALLISON PICOTT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 ARCH STREET 26TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101447 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,116,797 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | THELENNYZAKIMFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO 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 Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,443,866 | PYContributionsGrantsAmt |
| CY Contributions Grants | $597,961 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $248,714 | PYInvestmentIncomeAmt |
| CY Investment Income | $314,285 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$46,955 | CYOtherRevenueAmt |
| PY Total Revenue | $2,692,580 | PYTotalRevenueAmt |
| CY Total Revenue | $865,291 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $799,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $823,205 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $343,929 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $374,191 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $142,179 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $209,647 | PYOtherExpensesAmt |
| CY Other Expenses | $351,142 | CYOtherExpensesAmt |
| PY Total Expenses | $1,352,576 | PYTotalExpensesAmt |
| CY Total Expenses | $1,548,538 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,340,004 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$683,247 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,833,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,761,593 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,291 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,476 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,800,783 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,716,117 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,176,836 | ExpenseAmt |
| Grant | $823,205 | GrantAmt |
| Desc | THE 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 | $1,176,836 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLISON PICOTT EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174066036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 ARCH STREET 26TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| ERIC ESTEVES | |||||||
| EXECUTIVE DIRECTOR - FORMER | 40.00 | Yes (X) | $131,188 | $0 | $22,819 | ||
| ALLISON E PICOTT | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $117,607 | $0 | $3,496 | Yes (X) | ||
| TIMOTHY JAMES | |||||||
| BOARD MEMBER, PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| ROBERT SHERMAN | |||||||
| BOARD MEMBER, TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| MICHAEL ECKTON | |||||||
| BOARD MEMBER, VICE PRESIDENT | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| JOSH ZAKIM | |||||||
| BOARD MEMBER,CLERK | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| FELICIA HEYWOOD | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ERIKA RODRIGUEZ | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LILEE DETHCHAN | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JILL SNIDER | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| APRYLLE WALLACE | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SUZI KAITZ | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MARK IRVINGS | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LOREN VAN ALLEN | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOYCE ZAKIM | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LISA GORDON | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SHARI ZAKIM YACOUBY | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DEENA ZAKIM | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOE RODIO | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $248,795 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $26,315 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $104,451 | FundraisingAmt |
| All Other Contributions | $493,510 | AllOtherContributionsAmt |
| Noncash Contributions | $79,607 | NoncashContributionsAmt |
| Total Contributions | $597,961 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $264,090 | TotalRevenueColumnAmt |
| Exclusion | $264,090 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,231,428 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,181,233 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,195 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,195 | TotalRevenueColumnAmt |
| Exclusion | $50,195 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,318 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $104,451 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $70,273 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$46,955 | TotalRevenueColumnAmt |
| Exclusion | -$46,955 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $865,291 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $267,330 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,205 | TotalAmt |
| Program Services | $823,205 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,595 | TotalAmt |
| Program Services | $85,722 | ProgramServicesAmt |
| Management And General | $56,635 | ManagementAndGeneralAmt |
| Fundraising | $87,238 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,887 | TotalAmt |
| Program Services | $31,321 | ProgramServicesAmt |
| Management And General | $20,692 | ManagementAndGeneralAmt |
| Fundraising | $31,874 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,259 | TotalAmt |
| Program Services | $3,457 | ProgramServicesAmt |
| Management And General | $2,284 | ManagementAndGeneralAmt |
| Fundraising | $3,518 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,661 | TotalAmt |
| Program Services | $9,581 | ProgramServicesAmt |
| Management And General | $6,330 | ManagementAndGeneralAmt |
| Fundraising | $9,750 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,789 | TotalAmt |
| Program Services | $9,629 | ProgramServicesAmt |
| Management And General | $6,361 | ManagementAndGeneralAmt |
| Fundraising | $9,799 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,448 | TotalAmt |
| Program Services | $130,636 | ProgramServicesAmt |
| Management And General | $66,812 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,225 | TotalAmt |
| Program Services | $25,290 | ProgramServicesAmt |
| Management And General | $12,935 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,529 | TotalAmt |
| Management And General | $23,529 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,501 | TotalAmt |
| Program Services | $422 | ProgramServicesAmt |
| Management And General | $3,079 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,645 | TotalAmt |
| Program Services | $8,993 | ProgramServicesAmt |
| Management And General | $11,652 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,828 | TotalAmt |
| Program Services | $997 | ProgramServicesAmt |
| Management And General | $3,831 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,531 | TotalAmt |
| Program Services | $21,228 | ProgramServicesAmt |
| Management And General | $303 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,314 | TotalAmt |
| Program Services | $478 | ProgramServicesAmt |
| Management And General | $1,836 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STIPENDS | $22,500 | $22,500 | |
| MISCELLANEOUS | $6,138 | $1,263 | $4,875 |
| TRAINING | $5,395 | $1,114 | $4,281 |
| BANK SERVICE CHARGE | $4,088 | $4,088 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,548,538 | TotalAmt |
| Program Services | $1,176,836 | ProgramServicesAmt |
| Management And General | $229,523 | ManagementAndGeneralAmt |
| Fundraising | $142,179 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,650 | BOYAmt |
| EOY | $49,247 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,251,456 | BOYAmt |
| EOY | $579,121 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,103,337 | BOYAmt |
| EOY | $711,468 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,500 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,475,631 | BOYAmt |
| EOY | $4,548,085 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,871,172 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,833,074 | BOYAmt |
| EOY | $7,761,593 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,230 | BOYAmt |
| EOY | $14,415 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,061 | BOYAmt |
| EOY | $31,061 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,291 | BOYAmt |
| EOY | $45,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,956,836 | BOYAmt |
| EOY | $1,449,170 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,843,947 | BOYAmt |
| EOY | $6,266,947 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,800,783 | BOYAmt |
| EOY | $7,716,117 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,833,074 | BOYAmt |
| EOY | $7,761,593 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$683,247 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,401,419 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,176,821 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,078,317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,067,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,352,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $493,510 | CurrentTaxYearAmt |
| Total | $6,168,575 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,176,821 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,078,317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,067,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,352,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $493,510 | CurrentTaxYearAmt |
| Total | $6,168,575 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,569,796 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,598,779 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $284,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $249,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $268,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $264,090 | CurrentTaxYearAmt |
| Total | $1,152,376 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $272,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $522,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $309,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $127,769 | CurrentTaxYearAmt |
| Total | $1,353,528 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,674,479 | TotalSupportAmt |
| Public Support CY170 | 0.53020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,475,631 | BeginningYearBalanceAmt |
| Contributions | $142,889 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,111,159 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $88,104 | OtherExpendituresAmt |
| End Year Balance | $6,419,257 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,738,770 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $836,107 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $99,426 | OtherExpendituresAmt |
| End Year Balance | $7,475,451 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,243,495 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $615,337 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $120,062 | OtherExpendituresAmt |
| End Year Balance | $6,738,770 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,114,514 | BeginningYearBalanceAmt |
| Contributions | $275,000 | ContributionsAmt |
| Investment Earnings Or Losses | $968,020 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $114,039 | OtherExpendituresAmt |
| End Year Balance | $6,243,495 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,509,121 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$251,298 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $143,309 | OtherExpendituresAmt |
| End Year Balance | $5,114,514 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17818 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55529 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26653 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ISHARES MSCI USA ESG SELECT ETF | $597,327 | F |
| TROWE PRICE CAPITAL APPRECIATION INVESTOR CLASS | $733,152 | F |
| TIAA CREF SOCIAL CHOICE BOND ADVISOR CLASS | $540,693 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,871,172 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY CUSTODIAL ACCOUNTS | Desc |
| Amt | $31,061 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $31,061 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$477,753 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,401,419 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $34,950 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $46,954 | OtherRevenueAmt |
| Revenue Not Reported | -$1,319,515 | RevenueNotReportedAmt |
| Revenue Subtotal | $841,762 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $23,529 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $23,529 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $865,291 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,606,913 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $34,950 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $46,954 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $81,904 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,525,009 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $23,529 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $23,529 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,548,538 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2022 AND 2021. 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, 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B 46,954. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B 46,954. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL EVENT - UNTOLD STORIES | Event1Nm |
| Gross Receipts Event1 | $127,769 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $104,451 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,318 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $7,868 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $21,658 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $39,747 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $127,769 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $104,451 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $23,318 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,868 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $21,658 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $39,747 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $70,273 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$46,955 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (54 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 365 DAD INC | ||||||||
| 1 WESTINGHOUSE PLAZA | BOSTON | MA | 02136 | 823395640 | 501(C)(3) | $7,500 | $0 | GENERAL OPERATING SUPPORT |
| ADAPTIVE SPORTS NEW ENGLAND | ||||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | 463900833 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT |
| AFRICAN BRIDGE NETWORK | ||||||||
| 258 DERBY STREET UNIT 1 | NEWTON | MA | 02465 | 474507235 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT |
| AFRICAN CULTURAL SERVICES | ||||||||
| 703 MAIN ST | WALTHAM | MA | 02451 | 273145250 | 501(C)(3) | $30,000 | $0 | GENERAL OPERATING SUPPORT |
| ANSAAR OF WORCESTER | ||||||||
| 26 SHREWSBURY ST | WEST BOYLSTON | MA | 01583 | 821371776 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT |
| ASIAN WOMEN FOR HEALTH INC | ||||||||
| 83 WALLACE ST | SOMERVILLE | MA | 02144 | 320390494 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT |
| ATTLEBORO AREA INTERFAITH COLLABORATIVE | ||||||||
| PO BOX 368 | ATTLEBORO | MA | 02703 | 042301039 | 501(C)(3) | $20,000 | $0 | GENERAL OPERATING SUPPORT |
| AUTISM SPRINTER | ||||||||
| 16 LANTERN LANE | RANDOLPH | MA | 02368 | 472230168 | 501(C)(3) | $17,500 | $0 | GENERAL OPERATING SUPPORT |
| BLACK AND PINK MASSACHUSETTS | ||||||||
| PO BOX 231126 | BOSTON | MA | 02123 | 273930676 | 501(C)(3) | $12,500 | $0 | GENERAL OPERATING SUPPORT |
| BOSTON AFFORDABLE HOUSING COALITION (MASSACHUSETTS ALLIANCE OF HUD TENANT) | ||||||||
| 42 SEAVERNS AVE | JAMAICA PLAIN | MA | 02130 | 222526244 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| BRAZILIAN WOMEN'S GROUP | ||||||||
| 697 CAMBRIDGE STREET SUITE 106 | BRIGHTON | MA | 02135 | 043549382 | 501(C)(3) | $20,000 | $0 | GENERAL OPERATING SUPPORT |
| BUILDING BRIDGES THROUGH MUSIC | ||||||||
| 93 EUCLID AVE | LYNN | MA | 01904 | 020539062 | 501(C)(3) | $35,000 | $0 | GENERAL OPERATING SUPPORT |
| CENTER FOR COOPERATIVE DEVELOPMENT AND SOLIDARITY (EAST BOSTON SOCIAL CENTE | ||||||||
| 25 JEFFRIES ST | EAST BOSTON | MA | 02128 | 999999999 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| CENTRO COMUNITARIO DE TRABAJADORES (CCT) | ||||||||
| 1532 ACUSHNET AVE | NEW BEDFORD | MA | 02746 | 270445556 | 501(C)(3) | $20,000 | $0 | GENERAL OPERATING SUPPORT |
| CODESQUAD | ||||||||
| 7 BIGELOW ST 1ST FLOOR | SOMERVILLE | MA | 02143 | 812607413 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| COMMUNITY CARING CLINIC INC | ||||||||
| 55 WARREN ST | ROXBURY | MA | 02119 | 822051598 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT |
| ENGLISH AT LARGE | ||||||||
| 800 WEST CUMMINGS PARK SUITE 5550 | WOBURN | MA | 01801 | 043050593 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT |
| GROUNDWORK SOUTHCOAST | ||||||||
| 17 IRVING STREET | NEW BEDFORD | MA | 02746 | 043546770 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| HANDS TO HEART CENTER | ||||||||
| 31 HEATH STREET | BOSTON | MA | 02130 | 043285237 | 501(C)(3) | $7,500 | $0 | GENERAL OPERATING SUPPORT |
| INSTITUTE FOR PAN-AFRICAN CULTURAL EDUC | ||||||||
| 2836 WASHINGTON ST | ROXBURY | MA | 02119 | 273912404 | 501(C)(3) | $12,500 | $0 | GENERAL OPERATING SUPPORT |
| LYNN WORKER CENTER | ||||||||
| PO BOX 187 | LYNN | MA | 01903 | 810969206 | 501(C)(3) | $13,900 | $0 | GENERAL OPERATING SUPPORT |
| LYSOA INC(LYNN YOUTH STREET OUTREACH ADVOCACY) | ||||||||
| 312 A UNION STREET | LYNN | MA | 01901 | 451619271 | 501(C)(3) | $20,000 | $0 | GENERAL OPERATING SUPPORT |
| THIRD SECTOR NEW ENGLAND-FISCAL SPONSOR OF MA COALITION OF DOMESTIC WORKER | ||||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | 042261109 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| NEW ENGLAND UNITED FOR JUSTICE | ||||||||
| 1845 DORCHESTER AVENUE | DORCHESTER | MA | 02124 | 203404034 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| PARTAKERS INC | ||||||||
| 230 CENTRAL STREET | AUBURNDALE | MA | 02466 | 043379946 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| RESILIENT SISTERHOOD PROJECT (BLACK MINISTERIAL ALLIANCE) | ||||||||
| 566 COLUMBUS AVENUE 3A | BOSTON | MA | 02118 | 043499852 | 501(C)(3) | $20,000 | $0 | GENERAL OPERATING SUPPORT |
| SISTERS UNCHAINED (THE CITY SCHOOL) | ||||||||
| P O BOX 300902 | JAMAICA PLAIN | MA | 02130 | 453866647 | 501(C)(3) | $24,000 | $0 | GENERAL OPERATING SUPPORT |
| SOUTH COAST LGBTQ NETWORK | ||||||||
| PO BOX 8473 | NEW BEDFORD | MA | 02740 | 822601799 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| TO THE MOON AND BACK | ||||||||
| PO BOX 1078 | PLYMOUTH | MA | 02362 | 371893529 | 501(C)(3) | $12,500 | $0 | GENERAL OPERATING SUPPORT |
| TRANSFORMATIONAL PRISON PROJECT (COMMUNITY WORKS WEST) | ||||||||
| 72W ROWE STREET | AUBURNDALE | MA | 02466 | 205278030 | 501(C)(3) | $20,000 | $0 | GENERAL OPERATING SUPPORT |
| WE ARE BETTER TOGETHER - THE WARREN DANIEL HAIRSTON PROJECT | ||||||||
| 91 THORNTON STREET 1 REAR | ROXBURY | MA | 02119 | 823856484 | 501(C)(3) | $30,000 | $0 | GENERAL OPERATING SUPPORT |
| GREATER BOSTON CHAPTER OF UNITED SPINAL ASSOCIATION | ||||||||
| 2 REHABILITATION WAY | WOBURN | MA | 01801 | 043189607 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT |
| I HAVE A FUTURE | ||||||||
| 14 CUSHING AVENUE | DORCHESTER | MA | 02125 | 611791328 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT |
| KIDS IN TECH | ||||||||
| 17 DEAN DR | LOWELL | MA | 01854 | 813311916 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT |
| MOUNT OLIVES COMMUNITY CENTER | ||||||||
| 1285 HYDE PARK AVE | HYDE PARK | MA | 02136 | 834502301 | 501(C)(3) | $27,500 | $0 | GENERAL OPERATING SUPPORT |
| RIGHT TO THE CITY OF BOSTON | ||||||||
| 388 ATLANTIC AVENUE SUITE 2 | BROOKLYN | NY | 11217 | 943462187 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| TOP NOTCH SCHOLARS | ||||||||
| 60 ISLAND ST | LAWRENCE | MA | 01840 | 464527723 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| UNION OF MINORITY NEIGHBORHOODS | ||||||||
| 42 SEAVERNS AVE | BOSTON | MA | 02130 | 200011504 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT |
| MY BROTHER'S KEEPER 617 | ||||||||
| PO BOX 338 | NORTH EASTON | MA | 02356 | 043088412 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| BOSTON NEIGHBORHOOD COMMUNITY LAND TRUST | ||||||||
| 550 DUBLEY STREET | BOSTON | MA | 02119 | 465136872 | 501(C)(3) | $8,500 | $0 | GENERAL OPERATING SUPPORT |
| BROCKTON WORKERS ALLIANCE | ||||||||
| 68 LEGION PARKWAY | BROCKTON | MA | 02301 | 830920879 | 501(C)(3) | $14,000 | $0 | GENERAL OPERATING SUPPORT |
| CHINESE CULTURE CONNECTION | ||||||||
| 6 PLEASANT STREET SUITE 201 | MALDEN | MA | 02148 | 043103223 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT |
| CITY STRINGS UNITED | ||||||||
| PO BOX 192120 | ROXBURY | MA | 02119 | 455118370 | 501(C)(3) | $7,500 | $0 | GENERAL OPERATING SUPPORT |
| BRYCE'S JOURNEY | ||||||||
| PO BOX 365146 | HYDE PARK | MA | 02136 | 823137371 | 501(C)(3) | $14,000 | $0 | GENERAL OPERATING SUPPORT |
| DEAFINITELY | ||||||||
| 4 JUNE LANE | NEWTON CENTER | MA | 02459 | 841809435 | 501(C)(3) | $11,000 | $0 | GENERAL OPERATING SUPPORT |
| KODECONNECT | ||||||||
| 115 CYPRESS DRIVE | BROCKTON | MA | 02301 | 811629400 | 501(C)(3) | $12,000 | $0 | GENERAL OPERATING SUPPORT |
| NEIGHBORHOOD COUNSELING & COMMUNITY SVCS | ||||||||
| 403 HIGHLAND AVENUE SUITE 202 | SOMERVILLE | MA | 02144 | 473869970 | 501(C)(3) | $9,000 | $0 | GENERAL OPERATING SUPPORT |
| NEIGHBORS UNITED FOR A BETTER EAST BOSTON | ||||||||
| 19 MERIDIAN STREET | BOSTON | MA | 02128 | 999999999 | 501(C)(3) | $7,500 | $0 | GENERAL OPERATING SUPPORT |
| NEW LYNN COALITION | ||||||||
| 112 EXCHANGE STRET | LYNN | MA | 01901 | 831457498 | 501(C)(3) | $8,500 | $0 | GENERAL OPERATING SUPPORT |
| P&O BEHAVIORAL HEALTH INITIATIVE | ||||||||
| 27 AUBURN STREET STE B | HAVERHILL | MA | 01830 | 861196245 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| SOMALI PARENTS ADVOCACY CTR FOR EDUCATION | ||||||||
| 1408 CENTRE STREET | BOSTON | MA | 02131 | 842743083 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| SOUTH BOSTON EN ACCION | ||||||||
| 10 LOGAN WAY BASEMENT | SOUTH BOSTON | MA | 02127 | 364622949 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT |
| THE UPWARD PROJECT | ||||||||
| 65 MORA STREET | BOSTON | MA | 02124 | 825201485 | 501(C)(3) | $9,000 | $0 | GENERAL OPERATING SUPPORT |
| YOUTH JUSTICE AND POWER UNION AT THE CITY SCHOOL | ||||||||
| 614 COLUMBIA ROAD | BOSTON | MA | 02125 | 020532474 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 54 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WRITTEN 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC ESTEVES | PersonNm |
| Title | EXECUTIVE DIRECTOR - FORMER | TitleTxt |
| Base Compensation Filing Org | $131,188 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $22,819 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $154,007 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $79,607 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV - EXCHANGE VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOYCE, JOSH, DEENA AND SHARI ZAKIM, BOARD MEMBERS, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 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 12C | MEMBERS 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 15 | THE 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 18 | THE 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 19 | FINANCIAL 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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