THE LENNY ZAKIM FUND INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE LENNY ZAKIM FUND INC (EIN 04-3485146)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-10
IRS object ID
202213149349304501
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-10T12:19:44-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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 TitleINTERIM EXECUTIVE DIRECTORPersonTitleTxt
Phone6174066036PhoneNum
Signature2022-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALLISONPersonFirstNm
Person LastPICOTTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGISO JOSEPHPreparerPersonNm
PTINP00030126PTIN
Phone7819143400PhoneNum
Preparation2022-11-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$3,280,287GrossReceiptsAmt
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 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 Employee3TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,546,900PYContributionsGrantsAmt
CY Contributions Grants$2,443,866CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$532,086PYInvestmentIncomeAmt
CY Investment Income$248,714CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,078,986PYTotalRevenueAmt
CY Total Revenue$2,692,580CYTotalRevenueAmt
PY Grants And Similar Paid$1,046,925PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$799,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$287,370PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$343,929CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$126,715CYTotalFundraisingExpenseAmt
PY Other Expenses$119,291PYOtherExpensesAmt
CY Other Expenses$209,647CYOtherExpensesAmt
PY Total Expenses$1,453,586PYTotalExpensesAmt
CY Total Expenses$1,352,576CYTotalExpensesAmt
PY Revenues Less Expenses$625,400PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,340,004CYRevenuesLessExpensesAmt
Total Assets BOY$7,880,499TotalAssetsBOYAmt
Total Assets EOY$9,833,074TotalAssetsEOYAmt
Total Liabilities BOY$31,783TotalLiabilitiesBOYAmt
Total Liabilities EOY$32,291TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,848,716NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,800,783NetAssetsOrFundBalancesEOYAmt
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$1,015,917ExpenseAmt
Grant$799,000GrantAmt
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$1,015,917TotalProgramServiceExpensesAmt
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 Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
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 Document26IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3EmployeeCnt
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 INTERIM 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 (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SUZI KAITZ
BOARD MEMBER, PRESIDENT2.00Yes (X)Yes (X)$0$0$0
TIMOTHY JAMES
BOARD MEMBER, VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
YASMIN CRUZ FERRINE
BOARD MEMBER2.00Yes (X)$0$0$0
BETH DILL
BOARD MEMBER, TREASURER2.00Yes (X)Yes (X)$0$0$0
JOSH ZAKIM
BOARD MEMBER,CLERK2.00Yes (X)Yes (X)$0$0$0
DEENA ZAKIM
BOARD MEMBER1.00Yes (X)$0$0$0
JOE RODIO
BOARD MEMBER1.00Yes (X)$0$0$0
JOYCE ZAKIM
BOARD MEMBER1.00Yes (X)$0$0$0
LISA GORDON
BOARD MEMBER1.00Yes (X)$0$0$0
LOREN VAN ALLEN
BOARD MEMBER1.00Yes (X)$0$0$0
MARK IRVINGS
BOARD MEMBER1.00Yes (X)$0$0$0
MICHAEL ECKTON
BOARD MEMBER1.00Yes (X)$0$0$0
MIKI AKIMOTO
BOARD MEMBER1.00Yes (X)$0$0$0
ROBERT SHERMAN
BOARD MEMBER1.00Yes (X)$0$0$0
RONALD MARLOW
BOARD MEMBER1.00Yes (X)$0$0$0
SHARI ZAKIM YACOUBY
BOARD MEMBER1.00Yes (X)$0$0$0
ERIC ESTEVES
EXECUTIVE DIRECTOR40.00Yes (X)$138,624$0$11,138
FieldValueIRS element (for citing)
Total Reportable Comp From Org$138,624TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$11,138TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$265,500FundraisingAmt
All Other Contributions$2,178,366AllOtherContributionsAmt
Noncash Contributions$57,878NoncashContributionsAmt
Total Contributions$2,443,866TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$86,654TotalRevenueColumnAmt
Exclusion$86,654ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$706,201SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$544,141SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$162,060SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$162,060TotalRevenueColumnAmt
Exclusion$162,060ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$43,566FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$265,500ContriRptFundraisingEventAmt
Fundraising Direct Expenses$43,566FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,692,580TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$248,714ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$799,000TotalAmt
Program Services$799,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$119,123TotalAmt
Program Services$36,220ProgramServicesAmt
Management And General$39,014ManagementAndGeneralAmt
Fundraising$43,889FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$180,273TotalAmt
Program Services$54,813ProgramServicesAmt
Management And General$59,041ManagementAndGeneralAmt
Fundraising$66,419FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,383TotalAmt
Program Services$2,245ProgramServicesAmt
Management And General$2,418ManagementAndGeneralAmt
Fundraising$2,720FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,030TotalAmt
Program Services$3,658ProgramServicesAmt
Management And General$3,940ManagementAndGeneralAmt
Fundraising$4,432FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$25,120TotalAmt
Program Services$7,638ProgramServicesAmt
Management And General$8,227ManagementAndGeneralAmt
Fundraising$9,255FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$68,836TotalAmt
Program Services$44,277ProgramServicesAmt
Management And General$24,559ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,251TotalAmt
Program Services$16,885ProgramServicesAmt
Management And General$9,366ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$24,408TotalAmt
Management And General$24,408ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,536TotalAmt
Program Services$840ProgramServicesAmt
Management And General$5,696ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$23,539TotalAmt
Program Services$11,265ProgramServicesAmt
Management And General$12,274ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,200TotalAmt
Program Services$185ProgramServicesAmt
Management And General$1,015ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,631TotalAmt
Program Services$11,207ProgramServicesAmt
Management And General$424ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,286TotalAmt
Program Services$352ProgramServicesAmt
Management And General$1,934ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
STIPENDS$25,000$25,000
TRAINING$13,452$2,071$11,381
BANK SERVICE CHARGE$3,902$3,902
MISCELLANEOUS$1,760$261$1,499

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$846TotalAmt
Management And General$846ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,352,576TotalAmt
Program Services$1,015,917ProgramServicesAmt
Management And General$209,944ManagementAndGeneralAmt
Fundraising$126,715FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$12,996BOYAmt
EOY$2,650EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,078,733BOYAmt
EOY$1,251,456EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$50,000BOYAmt
EOY$1,103,337EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,738,770BOYAmt
EOY$7,475,631EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,880,499BOYAmt
EOY$9,833,074EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$722BOYAmt
EOY$1,230EOYAmt

Other Liabilities OtherLiabilitiesGrp

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

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$31,783BOYAmt
EOY$32,291EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,905,664BOYAmt
EOY$1,956,836EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,943,052BOYAmt
EOY$7,843,947EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,848,716BOYAmt
EOY$9,800,783EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,880,499BOYAmt
EOY$9,833,074EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,340,004ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$612,063NetUnrlzdGainsLossesInvstAmt
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$1,454,291CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,176,821CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,078,317CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,067,369CurrentTaxYearMinus1YearAmt
Current Tax Year$2,352,558CurrentTaxYearAmt
Total$7,129,356TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,454,291CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,176,821CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,078,317CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,067,369CurrentTaxYearMinus1YearAmt
Current Tax Year$2,352,558CurrentTaxYearAmt
Total$7,129,356TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,624,020SubstantialContributorsTotAmt
Public Support Total170$5,505,336PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$232,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$284,247CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$249,294CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$268,091CurrentTaxYearMinus1YearAmt
Current Tax Year$86,654CurrentTaxYearAmt
Total$1,120,462TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$84,219CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121,607CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$272,092CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$522,994CurrentTaxYearMinus1YearAmt
Current Tax Year$309,066CurrentTaxYearAmt
Total$1,309,978TotalAmt
FieldValueIRS element (for citing)
Total Support$9,559,796TotalSupportAmt
Public Support CY1700.57590PublicSupportCY170Pct
Public Support PY1700.54370PublicSupportPY170Pct
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$6,738,770BeginningYearBalanceAmt
Investment Earnings Or Losses$836,107InvestmentEarningsOrLossesAmt
Other Expenditures$99,426OtherExpendituresAmt
End Year Balance$7,475,451EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,509,121BeginningYearBalanceAmt
Investment Earnings Or Losses-$251,298InvestmentEarningsOrLossesAmt
Other Expenditures$143,309OtherExpendituresAmt
End Year Balance$5,114,514EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,893,065BeginningYearBalanceAmt
Investment Earnings Or Losses$688,056InvestmentEarningsOrLossesAmt
Other Expenditures$72,000OtherExpendituresAmt
End Year Balance$5,509,121EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.17660BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.45020PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.37320TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAGENCY CUSTODIAL ACCOUNTSDesc
Amt$31,061Amt
FieldValueIRS element (for citing)
Total Liability$31,061TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,351,752TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$612,063NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$27,950DonatedServicesAndUseFcltsAmt
Other Revenue$43,567OtherRevenueAmt
Revenue Not Reported$683,580RevenueNotReportedAmt
Revenue Subtotal$2,668,172RevenueSubtotalAmt
Investment Expenses Not Incld$24,408InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$24,408RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,692,580TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,399,685TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$27,950DonatedServicesUseFcltsAmt
Other Expenses Included$43,567OtherExpensesIncludedAmt
Expenses Not Reported$71,517ExpensesNotReportedAmt
Expenses Subtotal$1,328,168ExpensesSubtotalAmt
Investment Expenses Not Incld2$24,408InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$24,408ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,352,576TotalExpensesPerForm990Amt

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 FOLLOWS THE FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FUND RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY AUTHORITIES. MANAGEMENT HAS EVALUATED THE FUND'S TAX POSITIONS AND HAS CONCLUDED THAT THE FUND HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. WITH FEW EXCEPTIONS, THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY THE U.S., FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THREE YEARS FROM THE FILING DATE. THE FUND WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE.
PART XI, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B 43,567.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B 43,567.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL EVENT - UNTOLD STORIESEvent1Nm
Gross Receipts Event1$133,875GrossReceiptsEvent1Amt
Charitable Contri Event1$104,082CharitableContriEvent1Amt
Gross Revenue Event1$29,793GrossRevenueEvent1Amt
Other Direct Expenses Event1$29,793OtherDirectExpensesEvent1Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$175,191GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$161,418CharitableContriOtherEventsAmt
Gross Revenue Other Events$13,773GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$13,773OthDirectExpnssOtherEventsAmt
Gross Receipts Total$309,066GrossReceiptsTotalAmt
Charitable Contributions Tot$265,500CharitableContributionsTotAmt
Gross Revenue Total Events$43,566GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$43,566OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$43,566DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

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 GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
365 DAD INC
1 WESTINGHOUSE PLAZABOSTONMA02136823395640501(C)(3)$7,500$0GENERAL OPERATING SUPPORT
ADAPTIVE SPORTS NEW ENGLAND
89 SOUTH STREET SUITE 603BOSTONMA02111463900833501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
AFRICAN BRIDGE NETWORK
258 DERBY STREET UNIT 1NEWTONMA02465474507235501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
AFRICAN CULTURAL SERVICES
703 MAIN STWALTHAMMA02451273145250501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
ANSAAR OF WORCESTER
26 SHREWSBURY STWEST BOYLSTONMA01583821371776501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
ATTLEBORO AREA INTERFAITH COLLABORATIVE
PO BOX 368ATTLEBOROMA02703042301039501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
AUTISM SPRINTER
16 LANTERN LANERANDOLPHMA02368472230168501(C)(3)$7,500$0GENERAL OPERATING SUPPORT
BLACK AND PINK MASSACHUSETTS
PO BOX 231126BOSTONMA02123273930676501(C)(3)$8,500$0GENERAL OPERATING SUPPORT
BOSTON AFFORDABLE HOUSING COALITION (MASSACHUSETTS ALLIANCE OF HUD TENANT)
42 SEAVERNS AVEJAMAICA PLAINMA02130222526244501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
BRAZILIAN WOMEN'S GROUP
697 CAMBRIDGE STREET SUITE 106BRIGHTONMA02135043549382501(C)(3)$20,000$0GENERAL OPERATING SUPPORT
BUILDING BRIDGES THROUGH MUSIC
93 EUCLID AVELYNNMA01904020539062501(C)(3)$20,000$0GENERAL OPERATING SUPPORT
CEDC OF SOUTHEASTERN MA
1285 ACUSHNET AVENEW BEDFORDMA02746043371170501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
CENTER FOR COOPERATIVE DEVELOPMENT AND SOLIDARITY (EAST BOSTON SOCIAL CENTE
25 JEFFRIES STEAST BOSTONMA02128473589804501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
CENTER FOR ECONOMIC DEMOCRACY
PO BOX 300299JAMAICA PLAINMA02130473589804501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
CENTRO COMUNITARIO DE TRABAJADORES (CCT)
1532 ACUSHNET AVENEW BEDFORDMA02746270445556501(C)(3)$20,000$0GENERAL OPERATING SUPPORT
CODESQUAD
7 BIGELOW ST 1ST FLOORSOMERVILLEMA02143812607413501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
COMMUNITY CARING CLINIC INC
55 WARREN STROXBURYMA02119822051598501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
EMPOWERING PEOPLE FOR INCL COMMUNITIES
89 SOUTH STREET SUITE 406BOSTONMA02111042486905501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
ENGLISH AT LARGE
800 WEST CUMMINGS PARK SUITE 5550WOBURNMA01801043050593501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
FAMILIES FOR JUSTICE AS HEALING
100R WARREN STREETROXBURYMA02119454148974501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
GROUNDWORK SOUTHCOAST
17 IRVING STREETNEW BEDFORDMA02746043546770501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
HANDS TO HEART CENTER
31 HEATH STREETBOSTONMA02130043285237501(C)(3)$7,500$0GENERAL OPERATING SUPPORT
HEALTHY WALTHAM
510 MOODY STWALTHAMMA02453461174988501(C)(3)$17,500$0GENERAL OPERATING SUPPORT
INSTITUTE FOR PAN-AFRICAN CULTURAL EDUC
2836 WASHINGTON STROXBURYMA02119273912404501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
LYNN WORKER CENTER
PO BOX 187LYNNMA01903810969206501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
LYSOA INC(LYNN YOUTH STREET OUTREACH ADVOCACY)
312 A UNION STREETLYNNMA01901451619271501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
MA COALITION OF DOMESTIC WORKERS
89 SOUTH STBOSTONMA02111042261109501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
MASS TRANSGENDER POLITICAL COALITION
PO BOX 960784BOSTONMA02196042785336501(C)(3)$20,000$0GENERAL OPERATING SUPPORT
MATAHARI WOMEN WORKERS' CENTER (TSNE MISSIONWORKS)
89 SOUTH STREET SUITE 700BOSTONMA02111042261109501(C)(3)$20,000$0GENERAL OPERATING SUPPORT
MUSLIM JUSTICE LEAGUE
745 ATLANTIC AVE C/O WEWORK 8THBOSTONMA02111474049679501(C)(3)$20,000$0GENERAL OPERATING SUPPORTFLOOR
NEW ENGLAND UNITED FOR JUSTICE
1845 DORCHESTER AVENUEDORCHESTERMA02124203404034501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
PARTAKERS INC
230 CENTRAL STREETAUBURNDALEMA02466043379946501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
PIERSQUARED
2300 WASHINGTON STREETBOSTONMA02119474743694501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
RACHEL'S TABLE
633 SALISBURY STWORCESTERMA01609042104363501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
RESILIENT SISTERHOOD PROJECT (BLACK MINISTERIAL ALLIANCE)
566 COLUMBUS AVENUE 3ABOSTONMA02118043499852501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
SAHELI
PO BOX 1345BURLINGTONMA01803030547972501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
SIBLING CONNECTIONS
89 SOUTH STREET SUITE 203BOSTONMA02111261519159501(C)(3)$20,000$0GENERAL OPERATING SUPPORT
SOMALI DEVELOPMENT CENTER
10 MALCOLM X BLVDROXBURYMA02119043318202501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
SOUTH COAST LGBTQ NETWORK
PO BOX 8473NEW BEDFORDMA02740822601799501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
SPEAKOUT BOSTON
PO BOX 301223BOSTONMA02130042679788501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
STUDENT IMMIGRANT MOVEMENT (CENTER FOR LABOR EDUCATION AND RESEARCH)
9A HAMILTON PLACEBOSTONMA02108222604923501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
THE WELCOME PROJECT
530 MYSTIC AVENUESOMERVILLEMA02145043088140501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
THRIVE COMMUNITIES OF MASSACHUSETTS (COMMUNITIES FOR RESTORATIVE JUSTICE)
175 CABOT ST SUITE 100 - EFORALLLOWELLMA02139451220191501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
TO THE MOON AND BACK
PO BOX 1078PLYMOUTHMA02362371893529501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
TRANSFORMATIONAL PRISON PROJECT (COMMUNITY WORKS WEST)
72W ROWE STREETAUBURNDALEMA02466205278030501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
WE ARE BETTER TOGETHER - THE WARREN DANIEL HAIRSTON PROJECT
91 THORNTON STREET 1 REARROXBURYMA02119823856484501(C)(3)$7,500$0GENERAL OPERATING SUPPORT
GREATER BOSTON CHAPTER OF UNITED SPINAL ASSOCIATION
2 REHABILITATION WAYWOBURNMA01801043189607501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
I HAVE A FUTURE
14 CUSHING AVENUEDORCHESTERMA02125611791328501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
KIDS IN TECH
17 DEAN DRLOWELLMA01854813311916501(C)(3)$17,500$0GENERAL OPERATING SUPPORT
LEGENDARY LEGACIES INC
46 GREENWOOD STREETWORCESTERMA01607824456424501(C)(3)$7,500$0GENERAL OPERATING SUPPORT
MOUNT OLIVES COMMUNITY CENTER
1285 HYDE PARK AVEHYDE PARKMA02136834502301501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
RIGHT TO THE CITY OF BOSTON
388 ATLANTIC AVENUE SUITE 2BROOKLYNNY11217943462187501(C)(3)$8,000$0GENERAL OPERATING SUPPORT
TOP NOTCH SCHOLARS
60 ISLAND STLAWRENCEMA01840464527723501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
UNION OF MINORITY NEIGHBORHOODS
42 SEAVERNS AVEBOSTONMA02130200011504501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
MY BROTHER'S KEEPER 617
999999999501(C)(3)$7,500$0GENERAL OPERATING SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org75Total501c3OrgCnt

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

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$57,878NoncashContributionsRptF990Amt
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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