2021-11-15T14:14:32-06:00 2020-12-31 203985546 JOHNSON OCONNOR FERON & CARUCCI 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2020-01-01 043485146 THE LENNY ZAKIM FUND C/O DLA PIPER LLP LENN 6174066036 33 ARCH STREET 26TH FLOOR BOSTON MA 021101447 ERIC ESTEVES EXECUTIVE DIRECTOR 6174066036 2021-11-11 1 ERIC ESTEVES XXX-XX-XXXX GISO JOSEPH P00030126 7819143400 2021-11-11 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ERIC ESTEVES 33 ARCH STREET 26TH FLOOR BOSTON MA 021101447 5225786 0 X THELENNYZAKIMFUND.ORG X 1995 MA TO IDENTIFY, LISTEN TO, SUPPORT AND CONNECT GRASSROOTS COMMUNITY ORGANIZATIONS AND PROGRAMS OPERATING "BELOW THE RADAR SCREEN" OF LARGE CHARITABLE GROUPS AND GOVERNMENT GRANTS. 18 18 5 50 0 0 1078317 1546900 0 0 229070 532086 0 0 1307387 2078986 666000 1046925 0 0 383569 287370 0 0 116589 312797 119291 1362366 1453586 -54979 625400 7200418 7880499 81082 31783 7119336 7848716 X 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. 0 0 1216080 1046925 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. 1216080 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X ERIC ESTEVES EXECUTIVE DIRECTOR 6174066036 33 ARCH STREET 26TH FLOOR BOSTON MA 021101447 ERIC ESTEVES EXECUTIVE DIRECTOR 40.00 X 136440 0 476 JUDE GOLDMAN FORMER EXECUTIVE DIRECTOR 40.00 X 36000 0 0 SUZANNE HEILMAN INTERIM EXECUTIVE DIRECTOR 20.00 X 12900 0 0 SUZI KAITZ BOARD MEMBER, CHAIR 2.00 X X 0 0 0 TIMOTHY JAMES BOARD MEMBER, VICE CHAIR 2.00 X X 0 0 0 YASMIN CRUZ FERRINE BOARD MEMBER/VICE CHAIR 2.00 X X 0 0 0 BETH DILL BOARD MEMBER, TREASURER 2.00 X X 0 0 0 JOSH ZAKIM BOARD MEMBER, SECRETARY 2.00 X X 0 0 0 ASMAA DONAHUE BOARD MEMBER 1.00 X 0 0 0 DEENA ZAKIM BOARD MEMBER 1.00 X 0 0 0 GREGG CROTEAU BOARD MEMBER 1.00 X 0 0 0 JOYCE ZAKIM BOARD MEMBER 1.00 X 0 0 0 LISA GORDON BOARD MEMBER 1.00 X 0 0 0 LOREN VAN ALLEN BOARD MEMBER 1.00 X 0 0 0 MARK IRVINGS BOARD MEMBER 1.00 X 0 0 0 MICHAEL ECKTON BOARD MEMBER 1.00 X 0 0 0 MIKI AKIMOTO BOARD MEMBER 1.00 X 0 0 0 ROBERT SHERMAN BOARD MEMBER 1.00 X 0 0 0 RONALD MARLOW BOARD MEMBER 1.00 X 0 0 0 SHARI ZAKIM YACOUBY BOARD MEMBER 1.00 X 0 0 0 CLEMENTINA CHERY BOARD MEMBER 1.00 X 0 0 0 185340 0 476 1 1 0 0 0 479531 63150 1004219 54125 1546900 268091 268091 3367332 3103337 263995 263995 263995 43463 479531 43463 0 2078986 0 0 532086 1046925 1046925 136440 56914 31437 48089 121808 50810 28066 42932 1568 654 361 553 4677 1951 1078 1648 22877 9543 5271 8063 38561 23821 6779 7961 8729 5392 1535 1802 20414 20414 13863 7698 4192 1973 17377 8267 8920 190 1883 1603 280 BANK SERVICE CHARGE 4980 0 4980 0 PRINTING & REPRODUCTION 3504 0 804 2700 TRAINING 2500 671 1795 34 INSURANCE 2065 554 1483 28 5415 1277 3522 616 1453586 1216080 120917 116589 11379 12996 1039361 1078733 180533 50000 650 0 5968495 6738770 7200418 7880499 81082 31783 81082 31783 X 1605436 1905664 5513900 5943052 7119336 7848716 7200418 7880499 625400 103980 0 X X 0 1 X 1 0 X 963702 1454291 1176821 1078317 1067369 5740500 963702 1454291 1176821 1078317 1067369 5740500 1379435 4361065 180379 232176 284247 249294 268091 1214187 65262 84219 121607 272092 522994 1066174 8020861 0.54370 0.62710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6243495 615337 120062 6738770 5114514 275000 968020 114039 6243495 5509121 -251298 143309 5114514 4893065 688056 72000 5509121 3578947 1055000 312301 53183 4893065 0.17660 0.45020 0.37320 0 0 0 AGENCY CUSTODIAL ACCOUNTS 31061 MISCELLANEOUS LIABILITIES 722 31783 X 2283665 103980 77650 43463 225093 2058572 20414 20414 2078986 1554285 77650 43463 121113 1433172 20414 20414 1453586 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 43,463. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B 43,463. 25TH ANNIVERSARY EVENT 522994 479531 43463 43463 522994 479531 43463 43463 43463 0 1 AARON'S PRESENTS 189 MAIN STREET ANDOVER MA 01910 464010444 501(C)(3) 24000 GENERAL OPERATING SUPPORT ADAPTIVE SPORTS NEW ENGLAND 89 SOUTH STREET SUITE 603 BOSTON MA 02111 463900833 501(C)(3) 10000 GENERAL OPERATING SUPPORT AFRICAN BRIDGE NETWORK 258 DERBY STREET UNIT 1 NEWTON MA 02465 474507235 501(C)(3) 25000 GENERAL OPERATING SUPPORT BACKYARD GROWERS 3 DUNCAN STREET GLOUCESTER MA 01930 471553021 501(C)(3) 25000 GENERAL OPERATING SUPPORT BALLETROX 45 DANFORTH ST PO BOX 201334 BOSTON MA 02130 043140205 501(C)(3) 10000 GENERAL OPERATING SUPPORT BLACK ECONOMIC JUSTICE INSTITUTE 61 COLUMBIA ROAD DORCHESTER MA 02121 464951690 501(C)(3) 5000 GENERAL OPERATING SUPPORT BOSTON CANCER SUPPORT 831 BEACON STREET 107 NEWTON MA 02459 300863587 501(C)(3) 5000 GENERAL OPERATING SUPPORT BRAZILIAN WOMEN'S GROUP 697 CAMBRIDGE STREET SUITE 106 BRIGHTON MA 02135 043549382 501(C)(3) 12500 GENERAL OPERATING SUPPORT BUILDING BRIDGES THROUGH MUSIC 93 EUCLID AVE LYNN MA 01904 020539062 501(C)(3) 17500 GENERAL OPERATING SUPPORT CEDC OF SOUTHEASTERN MA 1285 ACUSHNET AVE NEW BEDFORD MA 02746 043371170 501(C)(3) 15000 GENERAL OPERATING SUPPORT CENTER FOR COOPERATIVE DEVELOPMENT AND SOLIDARITY (EAST BOSTON SOCIAL CENTE 25 JEFFRIES ST EAST BOSTON MA 02128 473589804 501(C)(3) 15000 GENERAL OPERATING SUPPORT CHICA PROJECT (THE CITY SCHOOL) 98 N WASHINGTON ST B5 C/O BARRALES LAW BOSTON MA 02114 453866647 501(C)(3) 37500 GENERAL OPERATING SUPPORT DREAM OUT LOUD CENTER 1 JOHNNY CAKE HILL NEW BEDFORD MA 02740 043528626 501(C)(3) 15000 GENERAL OPERATING SUPPORT EMPOWERING PEOPLE FOR INCL COMMUNITIES 89 SOUTH STREET SUITE 406 BOSTON MA 02111 042486905 501(C)(3) 15000 GENERAL OPERATING SUPPORT ENCUENTRO DIASPORA AFRO (MULTICULTURAL AIDS COALITION) 566 COLUMBUS AVE BOSTON MA 02118 043042926 501(C)(3) 5000 GENERAL OPERATING SUPPORT ENGLISH AT LARGE 800 WEST CUMMINGS PARK SUITE 5550 WOBURN MA 01801 043050593 501(C)(3) 8700 GENERAL OPERATING SUPPORT FAMILIES FOR JUSTICE AS HEALING 100R WARREN STREET ROXBURY MA 02119 454148974 501(C)(3) 22500 GENERAL OPERATING SUPPORT HANDS TO HEART CENTER 31 HEATH STREET BOSTON MA 02130 043285237 501(C)(3) 10000 GENERAL OPERATING SUPPORT HAWTHORNE YOUTH AND COMMUNITY CENTER 9 FULDA STREET ROXBURY MA 02119 042515797 501(C)(3) 7500 GENERAL OPERATING SUPPORT IMMIGRANT FAMILY SERVICES INSTITUTE 575 AMERICAN LEGION HWY ROSLINEDALE MA 02131 474400495 501(C)(3) 20000 GENERAL OPERATING SUPPORT INSTITUTE FOR PAN-AFRICAN CULTURAL EDUC 2836 WASHINGTON ST ROXBURY MA 02119 273912404 501(C)(3) 15000 GENERAL OPERATING SUPPORT JUSTICE AT WORK 90 CANAL STREET BOSTON MA 02114 274670409 501(C)(3) 7500 GENERAL OPERATING SUPPORT KIDS IN TECH PO BOX 9057 LOWELL MA 01853 813311916 501(C)(3) 16725 GENERAL OPERATING SUPPORT LEVEL GROUND MMA 527 COLUMBIA ROAD BOSTON MA 02125 463915852 501(C)(3) 33000 GENERAL OPERATING SUPPORT LYNN UNITED FOR CHANGE EMPOWERMENT 259 ELM STREET SUITE 300A SOMERVILLE MA 02144 042660311 501(C)(3) 17500 GENERAL OPERATING SUPPORT LYNN WORKER CENTER PO BOX 187 LYNN MA 01903 810969206 501(C)(3) 10000 GENERAL OPERATING SUPPORT LYSOA INC(LYNN YOUTH STREET OUTREACH ADVOCACY) 312 A UNION STREET LYNN MA 01901 451619271 501(C)(3) 17500 GENERAL OPERATING SUPPORT MASS TRANSGENDER POLITICAL COALITION PO BOX 960784 BOSTON MA 02196 042785336 501(C)(3) 20000 GENERAL OPERATING SUPPORT MATAHARI WOMEN WORKERS' CENTER (TSNE MISSIONWORKS) 89 SOUTH STREET SUITE 700 BOSTON MA 02111 042261109 501(C)(3) 12500 GENERAL OPERATING SUPPORT MUSLIM JUSTICE LEAGUE 745 ATLANTIC AVE C/O WEWORK 8TH FLOOR BOSTON MA 02111 474049679 501(C)(3) 20000 GENERAL OPERATING SUPPORT NEW ENGLAND UNITED FOR JUSTICE 1845 DORCHESTER AVENUE DORCHESTER MA 02124 203404034 501(C)(3) 20000 GENERAL OPERATING SUPPORT NEIGHBORS UNITED FOR A BETTER EAST BOSTON (TSNE MISSIONWORKS) 19 MERIDIAN ST SUITE 4 BOSTON MA 02128 042261109 501(C)(3) 7500 GENERAL OPERATING SUPPORT NEIGHBORS WHO CARE PO BOX 541158 WALTHAM MA 02454 134244456 501(C)(3) 8000 GENERAL OPERATING SUPPORT ONE CAN HELP PO BOX 55 WABAN MA 02493 204281579 501(C)(3) 10000 GENERAL OPERATING SUPPORT OUR SPACE OUR PLACE INC 198 TREMONT STREET BOX 325 BOSTON MA 02116 043807695 501(C)(3) 9000 GENERAL OPERATING SUPPORT PARTAKERS INC 230 CENTRAL STREET AUBURNDALE MA 02466 043379946 501(C)(3) 30000 GENERAL OPERATING SUPPORT PIERSQUARED 2300 WASHINGTON STREET BOSTON MA 02119 474743694 501(C)(3) 12500 GENERAL OPERATING SUPPORT RACHEL'S TABLE 633 SALISBURY ST WORCESTER MA 01609 042104363 501(C)(3) 10000 GENERAL OPERATING SUPPORT RESILIENT SISTERHOOD PROJECT (BLACK MINISTERIAL ALLIANCE) 566 COLUMBUS AVENUE 3A BOSTON MA 02118 043499852 501(C)(3) 20000 GENERAL OPERATING SUPPORT SAHELI PO BOX 1345 BURLINGTON MA 01803 030547972 501(C)(3) 21000 GENERAL OPERATING SUPPORT SIBLING CONNECTIONS 89 SOUTH STREET SUITE 203 BOSTON MA 02111 261519159 501(C)(3) 15000 GENERAL OPERATING SUPPORT SISTERS UNCHAINED (THE CITY SCHOOL) P O BOX 300902 JAMAICA PLAIN MA 02130 453866647 501(C)(3) 10000 GENERAL OPERATING SUPPORT SPEAKOUT BOSTON PO BOX 301223 BOSTON MA 02130 042679788 501(C)(3) 10000 GENERAL OPERATING SUPPORT STUDENT IMMIGRANT MOVEMENT (CENTER FOR LABOR EDUCATION AND RESEARCH) 9A HAMILTON PLACE BOSTON MA 02108 222604923 501(C)(3) 25000 GENERAL OPERATING SUPPORT THE WELCOME PROJECT 530 MYSTIC AVENUE SOMERVILLE MA 02145 043088140 501(C)(3) 27500 GENERAL OPERATING SUPPORT THRIVE COMMUNITIES OF MASSACHUSETTS (COMMUNITIES FOR RESTORATIVE JUSTICE) 175 CABOT ST SUITE 100 - EFORALL LOWELL MA 02139 451220191 501(C)(3) 15000 GENERAL OPERATING SUPPORT TRANSFORMATIONAL PRISON PROJECT (COMMUNITY WORKS WEST) 72W ROWE STREET AUBURNDALE MA 02466 205278030 501(C)(3) 15000 GENERAL OPERATING SUPPORT WORCESTER INTERFAITH 111 PARK AVENUE WORCESTER MA 01602 043158699 501(C)(3) 17500 GENERAL OPERATING SUPPORT AFRICAN COMMUNITY ECONOMIC DEVELOPMENT OF NEW ENGLAND (ACEDONE) 89 SOUTH ST BOSTON MA 02111 510419358 501(C)(3) 7500 GENERAL OPERATING SUPPORT ASSOCIATION OF HAITIAN WOMEN IN BOSTONASOSIYASYON FANM AYISYEN NAN BOSTON 330 FULLER ST DORCHESTER MA 02124 043268599 501(C)(3) 10000 GENERAL OPERATING SUPPORT AFRICAN CULTURAL SERVICES 703 MAIN ST WALTHAM MA 02451 273145250 501(C)(3) 18000 GENERAL OPERATING SUPPORT ASIAN WOMEN FOR HEALTH INC 83 WALLACE ST SOMERVILLE MA 02144 320390494 501(C)(3) 7500 GENERAL OPERATING SUPPORT ATTLEBORO AREA INTERFAITH COLLABORATIVE PO BOX 368 ATTLEBORO MA 02703 042301039 501(C)(3) 10000 GENERAL OPERATING SUPPORT AUTISM SPRINTER 16 LANTERN LANE RANDOLPH MA 02368 472230168 501(C)(3) 12500 GENERAL OPERATING SUPPORT BEANTOWN SOCIETY PO BOX 301240 BOSTON MA 02130 013253364 501(C)(3) 7500 GENERAL OPERATING SUPPORT BOSTON AFFORDABLE HOUSING COALITION (MASSACHUSETTS ALLIANCE OF HUD TENANT) 42 SEAVERNS AVE JAMAICA PLAIN MA 02130 222526244 501(C)(3) 10000 GENERAL OPERATING SUPPORT BOSTON MISSIONARY BAPTIST COMMUNITY CENTER 336 DUDLEY ST ROXBURY MA 02119 364666451 501(C)(3) 7500 GENERAL OPERATING SUPPORT BOSTON YOUTH WRESTLING 100 WARREN STREET BOSTON MA 02119 454450102 501(C)(3) 5000 GENERAL OPERATING SUPPORT BRAZILIAN WORKER CENTER 14 HARVARD AVE 2 ALLSTON MA 02134 043273525 501(C)(3) 10000 GENERAL OPERATING SUPPORT CENTRO COMUNITARIO DE TRABAJADORES (CCT) 1532 ACUSHNET AVE NEW BEDFORD MA 02746 270445556 501(C)(3) 15000 GENERAL OPERATING SUPPORT COMMUNITY COOKS 337 SOMERVILLE AVE SOMERVILLE MA 02143 452351381 501(C)(3) 7500 GENERAL OPERATING SUPPORT CVC UNIDO (CAPE VERDEAN ASSOC OF BOSTON) 268 BOWDOIN ST DORCHESTER MA 02122 300774430 501(C)(3) 10000 GENERAL OPERATING SUPPORT EAST BOSTON ECUMENICAL COMMUNITY COUNCIL 282 MERIDIAN ST EAST BOSTON MA 02128 042774242 501(C)(3) 5000 GENERAL OPERATING SUPPORT EDUCATIONAL DEVELOPMENT GROUP 1534 TREMONT ST BOSTON MA 02120 223092859 501(C)(3) 6000 GENERAL OPERATING SUPPORT FAMILIES CREATING TOGETHER 295 CENTRE ST JAMAICA PLAIN MA 02130 113451703 501(C)(3) 5000 GENERAL OPERATING SUPPORT GROUNDWORK SOUTHCOAST 17 IRVING STREET NEW BEDFORD MA 02746 043546770 501(C)(3) 10000 GENERAL OPERATING SUPPORT HEALTHY WALTHAM 510 MOODY ST WALTHAM MA 02453 461174988 501(C)(3) 12500 GENERAL OPERATING SUPPORT HEBRON FOOD PANTRY 11 SANFORD ST ATTLEBORO MA 02703 043521011 501(C)(3) 5000 GENERAL OPERATING SUPPORT LIVING INDEPENDELTY FOR EQUALITY INC (LIFE CENTER) 54 HAVERHILL ST BROCKTON MA 02301 222532503 501(C)(3) 7500 GENERAL OPERATING SUPPORT LUCY'S LOVE BUS 21 WATER ST SUITE 302 AMESBURY MA 01913 204036256 501(C)(3) 7500 GENERAL OPERATING SUPPORT MA COALITION OF DOMESTIC WORKERS 89 SOUTH ST BOSTON MA 02111 042261109 501(C)(3) 7000 GENERAL OPERATING SUPPORT MERRIMACK VALLEY PROJECT 1045 ESSEX ST LAWRENCE MA 01841 043132443 501(C)(3) 5000 GENERAL OPERATING SUPPORT REFUGEE IMMIGRATION MINISTRY 6 PLEASANT ST UNIT 227 MALDEN MA 02148 043200436 501(C)(3) 7500 GENERAL OPERATING SUPPORT RISE ABOVE FOUNDATION PO BOX 174 NORTHBRIDGE MA 01534 271409946 501(C)(3) 7500 GENERAL OPERATING SUPPORT SISTERS WITHOUT BORDERS 202 WASHINGTON ST SUITE 340 BROOKLINE MA 02445 465324408 501(C)(3) 5000 GENERAL OPERATING SUPPORT SOMALI DEVELOPMENT CENTER 10 MALCOLM X BLVD ROXBURY MA 02119 043318202 501(C)(3) 5000 GENERAL OPERATING SUPPORT SOUTH COAST LGBTQ NETWORK PO BOX 8473 NEW BEDFORD MA 02740 822601799 501(C)(3) 12500 GENERAL OPERATING SUPPORT THE BOSTON PROJECT MINISTRIES 15 ELMHURST ST DORCHESTER MA 02124 043395307 501(C)(3) 2000 GENERAL OPERATING SUPPORT THE HAVEN PROJECT INC 57 MUNROE ST LYNN MA 01901 453797693 501(C)(3) 5000 GENERAL OPERATING SUPPORT TO THE MOON AND BACK PO BOX 1078 PLYMOUTH MA 02362 371893529 501(C)(3) 8000 GENERAL OPERATING SUPPORT WE ARE BETTER TOGETHER - THE WARREN DANIEL HAIRSTON PROJECT 91 THORNTON STREET 1 REAR ROXBURY MA 02119 823856484 501(C)(3) 12500 GENERAL OPERATING SUPPORT WEATOC - WE'RE EDUCATORS - A TOUCH OF CLASS 1865 COLUMBUS AVE BOSTON MA 02119 222554029 501(C)(3) 6000 GENERAL OPERATING SUPPORT WOMEN ENCOURAGING EMPOWERMENT 50 WALNUT AVE REVERE MA 02151 043286531 501(C)(3) 9500 GENERAL OPERATING SUPPORT 84 PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 JUDE GOLDMAN FORMER EXECUTIVE DIRECTOR 36000 0 0 0 0 0 0 0 0 0 36000 0 0 0 X 7 54125 0 0 0 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.