THE LENNY ZAKIM FUND INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE LENNY ZAKIM FUND INC (EIN 04-3485146)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-10
IRS object ID
202542539349300324
Schema version
2024v5.2
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)
Return2025-09-10T09:09:48-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043485146EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLISON PICOTTPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6174066036PhoneNum
Signature2025-09-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGISO JOSEPHPreparerPersonNm
PTINP00030126PTIN
Phone7819143400PhoneNum
Preparation2025-09-08PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$2,884,135GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressTHELENNYZAKIMFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO DEVELOP DEEP RELATIONSHIPS AND BUILD BRIDGES AMONG PEOPLE AND COMMUNITIES TO ADVANCE SOCIAL, ECONOMIC, AND RACIAL JUSTICE. OUR MISSION IS TO LISTEN TO THOSE MOST IMPACTED BY INEQUITY AND PROVIDE THE FUNDING, ESSENTIAL RESOURCES, AND SUPPORT THEY NEED TO CREATE LASTING CHANGE.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,641,368PYContributionsGrantsAmt
CY Contributions Grants$686,630CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$244,782PYInvestmentIncomeAmt
CY Investment Income$367,499CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue-$78,005CYOtherRevenueAmt
PY Total Revenue$1,886,150PYTotalRevenueAmt
CY Total Revenue$976,124CYTotalRevenueAmt
PY Grants And Similar Paid$632,554PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$646,572CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$322,920PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$370,306CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$133,396CYTotalFundraisingExpenseAmt
PY Other Expenses$331,927PYOtherExpensesAmt
CY Other Expenses$385,335CYOtherExpensesAmt
PY Total Expenses$1,287,401PYTotalExpensesAmt
CY Total Expenses$1,402,213CYTotalExpensesAmt
PY Revenues Less Expenses$598,749PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$426,089CYRevenuesLessExpensesAmt
Total Assets BOY$9,152,375TotalAssetsBOYAmt
Total Assets EOY$9,194,278TotalAssetsEOYAmt
Total Liabilities BOY$65,956TotalLiabilitiesBOYAmt
Total Liabilities EOY$33,790TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,086,419NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,160,488NetAssetsOrFundBalancesEOYAmt
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$1,039,102ExpenseAmt
Grant$646,572GrantAmt
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$1,039,102TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
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 Document30IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
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 Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ALLISON E PICOTT
EXECUTIVE DIRECTOR40.00Yes (X)$160,940$0$3,858
TIMOTHY JAMES
CHAIR2.00Yes (X)$0$0$0Yes (X)
MICHAEL ECKTON
TREASURER, VICE CHAIR2.00Yes (X)$0$0$0Yes (X)
FELICIA HEYWOOD
VICE CHAIR2.00Yes (X)$0$0$0Yes (X)
JOSH ZAKIM
CLERK2.00Yes (X)$0$0$0Yes (X)
JOA AHERN-SERONDE
BOARD MEMBER1.00$0$0$0Yes (X)
NICK BATES
BOARD MEMBER1.00$0$0$0Yes (X)
MORIS CASTILLO
BOARD MEMBER1.00$0$0$0Yes (X)
BEN ECHEVARRIA
BOARD MEMBER1.00$0$0$0Yes (X)
MARK IRVINGS
BOARD MEMBER2.00$0$0$0Yes (X)
EMMANUEL OWUSU
BOARD MEMBER1.00$0$0$0Yes (X)
ERIKA RODRIGUEZ
BOARD MEMBER1.00$0$0$0Yes (X)
DEBORAH SEIDEL
BOARD MEMBER2.00$0$0$0Yes (X)
ROBERT SHERMAN
BOARD MEMBER1.00$0$0$0Yes (X)
JILL SNIDER
BOARD MEMBER1.00$0$0$0Yes (X)
LOREN VAN ALLEN
BOARD MEMBER1.00$0$0$0Yes (X)
APRYLLE WALLACE
BOARD MEMBER1.00$0$0$0Yes (X)
DEENA ZAKIM
BOARD MEMBER1.00$0$0$0Yes (X)
JOYCE ZAKIM
BOARD MEMBER1.00$0$0$0Yes (X)
SHARI ZAKIM YACOUBY
BOARD MEMBER1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$160,940TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,858TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$197,989FundraisingAmt
All Other Contributions$488,641AllOtherContributionsAmt
Total Contributions$686,630TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$199,771TotalRevenueColumnAmt
Exclusion$199,771ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,953,953SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,786,225SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$167,728SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$167,728TotalRevenueColumnAmt
Exclusion$167,728ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$43,781FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$197,989ContriRptFundraisingEventAmt
Fundraising Direct Expenses$121,786FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$78,005TotalRevenueColumnAmt
Exclusion-$78,005ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$976,124TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$289,494ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$646,572TotalAmt
Program Services$646,572ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$164,798TotalAmt
Program Services$87,143ProgramServicesAmt
Management And General$30,017ManagementAndGeneralAmt
Fundraising$47,638FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$157,054TotalAmt
Program Services$83,049ProgramServicesAmt
Management And General$28,606ManagementAndGeneralAmt
Fundraising$45,399FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,206TotalAmt
Program Services$2,224ProgramServicesAmt
Management And General$766ManagementAndGeneralAmt
Fundraising$1,216FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,095TotalAmt
Program Services$3,752ProgramServicesAmt
Management And General$1,292ManagementAndGeneralAmt
Fundraising$2,051FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$37,153TotalAmt
Program Services$19,646ProgramServicesAmt
Management And General$6,767ManagementAndGeneralAmt
Fundraising$10,740FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$117,008TotalAmt
Program Services$63,972ProgramServicesAmt
Management And General$53,036ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$41,507TotalAmt
Program Services$22,693ProgramServicesAmt
Management And General$18,814ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$29,098TotalAmt
Management And General$29,098ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$55,782TotalAmt
Program Services$29,352ProgramServicesAmt
Management And General$26,430ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$25,927TotalAmt
Program Services$9,686ProgramServicesAmt
Management And General$16,241ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,393TotalAmt
Program Services$2,986ProgramServicesAmt
Management And General$2,407ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$85,954TotalAmt
Program Services$57,474ProgramServicesAmt
Management And General$2,128ManagementAndGeneralAmt
Fundraising$26,352FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,217TotalAmt
Program Services$1,781ProgramServicesAmt
Management And General$1,436ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
TRAINING$9,914$5,489$4,425
BANK SERVICE CHARGE$5,184$5,184
MISCELLANEOUS$3,179$1,722$1,457
PRINTING & REPRODUCTION$3,172$1,561$1,611

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,402,213TotalAmt
Program Services$1,039,102ProgramServicesAmt
Management And General$229,715ManagementAndGeneralAmt
Fundraising$133,396FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$88,007BOYAmt
EOY$7,039EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$690,965BOYAmt
EOY$558,545EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$476,293BOYAmt
EOY$177,500EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,500BOYAmt
EOY$25,008EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,822,179BOYAmt
EOY$6,175,188EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,070,431BOYAmt
EOY$2,250,998EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,152,375BOYAmt
EOY$9,194,278EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,268BOYAmt
EOY$2,729EOYAmt

Other Liabilities OtherLiabilitiesGrp

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

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$65,956BOYAmt
EOY$33,790EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,595,247BOYAmt
EOY$1,652,033EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,491,172BOYAmt
EOY$7,508,455EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,086,419BOYAmt
EOY$9,160,488EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,152,375BOYAmt
EOY$9,194,278EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$426,089ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$500,158NetUnrlzdGainsLossesInvstAmt
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$1,067,369CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,352,558CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$493,510CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,535,068CurrentTaxYearMinus1YearAmt
Current Tax Year$686,630CurrentTaxYearAmt
Total$6,135,135TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,067,369CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,352,558CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$493,510CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,535,068CurrentTaxYearMinus1YearAmt
Current Tax Year$686,630CurrentTaxYearAmt
Total$6,135,135TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,814,779SubstantialContributorsTotAmt
Public Support Total170$4,320,356PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$268,091CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$86,654CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$264,090CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$245,547CurrentTaxYearMinus1YearAmt
Current Tax Year$199,771CurrentTaxYearAmt
Total$1,064,153TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$522,994CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$309,066CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$127,769CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$101,706CurrentTaxYearMinus1YearAmt
Current Tax Year$197,989CurrentTaxYearAmt
Total$1,259,524TotalAmt
FieldValueIRS element (for citing)
Total Support$8,458,812TotalSupportAmt
Public Support CY1700.51080PublicSupportCY170Pct
Public Support PY1700.50350PublicSupportPY170Pct
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$7,148,625BeginningYearBalanceAmt
Investment Earnings Or Losses$838,559InvestmentEarningsOrLossesAmt
Other Expenditures$183,655OtherExpendituresAmt
Administrative Expenses$35,483AdministrativeExpensesAmt
End Year Balance$7,768,046EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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
FieldValueIRS element (for citing)
Board Designated Balance EOY0.17817BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.55529PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.26652TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ISHARES MSCI USA ESG SELECT ETF$594,719F
TROWE PRICE CAPITAL APPRECIATION INVESTOR CLASS$978,201F
FPA NEW INCOME$678,078F
FieldValueIRS element (for citing)
Total Book Value Securities$2,250,998TotalBookValueSecuritiesAmt

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$1,577,021TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$500,158NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$51,832DonatedServicesAndUseFcltsAmt
Revenue Not Reported$551,990RevenueNotReportedAmt
Revenue Subtotal$1,025,031RevenueSubtotalAmt
Investment Expenses Not Incld$29,098InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$78,005OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$48,907RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$976,124TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,502,952TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$51,832DonatedServicesUseFcltsAmt
Expenses Not Reported$51,832ExpensesNotReportedAmt
Expenses Subtotal$1,451,120ExpensesSubtotalAmt
Investment Expenses Not Incld2$29,098InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$78,005OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$48,907ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,402,213TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE PURPOSE OF THE ENDOWMENT FUND IS TO ALLOW THE LENNY ZAKIM FUND TO CONTINUE OVER THE LONG-TERM ITS INNOVATIVE, GRASS-ROOTS GRANT MAKING.
PART X, LINE 2:THE FUND IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. INCOME RELATED TO THESE PURPOSES IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME WOULD BE TAXABLE ACCORDING TO APPLICABLE INTERNAL REVENUE CODE SECTIONS. THE FUND HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. 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, 2024.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EVENTS, NET DIRECT BENEFITS TO DONORS -78,005.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EVENTS, NET DIRECT BENEFITS TO DONORS -78,005.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL EVENT - LIGHT OF THE NIGHTEvent1Nm
Gross Receipts Event1$106,842GrossReceiptsEvent1Amt
Charitable Contri Event1$63,061CharitableContriEvent1Amt
Gross Revenue Event1$43,781GrossRevenueEvent1Amt
Non Cash Prizes Event1$7,461NonCashPrizesEvent1Amt
Food And Beverage Event1$29,951FoodAndBeverageEvent1Amt
Entertainment Event1$12,358EntertainmentEvent1Amt
Other Direct Expenses Event1$61,874OtherDirectExpensesEvent1Amt
Event2NO SHOW BALLEvent2Nm
Gross Receipts Event2$134,928GrossReceiptsEvent2Amt
Charitable Contri Event2$134,928CharitableContriEvent2Amt
Food And Beverage Event2$3,322FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$6,820OtherDirectExpensesEvent2Amt
Gross Receipts Total$241,770GrossReceiptsTotalAmt
Charitable Contributions Tot$197,989CharitableContributionsTotAmt
Gross Revenue Total Events$43,781GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$7,461NonCashPrizesTotalEventsAmt
Food And Beverage Total Events$33,273FoodAndBeverageTotalEventsAmt
Entertainment Total Events$12,358EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$68,694OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$121,786DirectExpenseSummaryEventsAmt
Net Income Summary-$78,005NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (55 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
2GETHER WE EAT
120 CATARACT ST WORCESTER MA 01602WORCESTERMA01613852778948501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
CULTURAL EXCHANGE THROUGH SOCCER
301 PLEASANT STWORCESTERMA01609999999999501(C)(3)$13,892$0GENERAL OPERATING SUPPORT
AFRICAN CULTURAL SERVICES
703 MAIN STWALTHAMMA02451273145250501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
OPEN DOOR IMMIGRATION SERVICES
PO BOX 488BEVERLYMA01915474958773501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
BLACK AND PINK MASSACHUSETTS
PO BOX 231126BOSTONMA02123273930676501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
BOSTON AFFORDABLE HOUSING COALITION (MASSACHUSETTS ALLIANCE OF HUD TENANT)
42 SEAVERNS AVEJAMAICA PLAINMA02130222526244501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
EAST BOSTON COMMUNITY SOUP KITCHEN
28 PARIS STREETEAST BOSTONMA02128844123776501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
BROCKTON WORKERS ALLIANCE
826 BELMONT ST UNIT 1BROCKTONMA02301830920879501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
BRYCE'S JOURNEY
PO BOX 365146HYDE PARKMA02136823137371501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
REFUGEES & IMMIGRANTS CULTURAL EMPOWERMENT MASSACHUSETTS INC
75 WEBSTER STREETWORCESTERMA01603934622233501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
CAPE ANN ART HAVEN - VENDOR
180 B MAIN STREETGLOUCESTERMA01930331205255501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
GLOBAL VILLAGE FARMS
50R MORONEY ROADGRAFTONMA01510850560631501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
BOSTON LESBIGAY URBAN FOUNDATION
PO BOX 190546ROXBURYMA02119851908536501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
CITY STRINGS UNITED
PO BOX 192120ROXBURYMA02119455118370501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
CODESQUAD
7 BIGELOW ST 1ST FLOORSOMERVILLEMA02143812607413501(C)(3)$20,000$0GENERAL OPERATING SUPPORT
COMMUNITY CARING CLINIC INC
55 WARREN STROXBURYMA02119822051598501(C)(3)$6,000$0GENERAL OPERATING SUPPORT
DEAFINITELY
4 JUNE LANENEWTON CENTERMA02459841809435501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
NEW ENGLAND MEDICAL ASSOCIATION INC
81 FRANKLIN STREETBROOKLINEMA02445300704159501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
THINK OUTSIDE THE VOX INC
311 GREAT ROADLITTLETONMA01460920996835501(C)(3)$8,500$0GENERAL OPERATING SUPPORT
GRATIS HEALTHCARE
PO BOX 644FRANKLINMA02038863883420501(C)(3)$7,500$0GENERAL OPERATING SUPPORT
PRIDE PRODUCTIONS INC
210 PARK AVENUE PO BOX 282WORCESTERMA01609043260297501(C)(3)$6,000$0GENERAL OPERATING SUPPORT
MASSACHUSETTS COALITION OF DOMESTIC WORKERS
14 HARVARD AVE FL 2ALLSTONMA02134043273525501(C)(3)$7,500$0GENERAL OPERATING SUPPORT
I HAVE A FUTURE
14 CUSHING AVENUEDORCHESTERMA02125611791328501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
KODECONNECT
115 CYPRESS DRIVEBROCKTONMA02301811629400501(C)(3)$9,000$0GENERAL OPERATING SUPPORT
OUTSTANDINGLIFE INC
22 MORAINE STREETJAMAICA PLAINMA02130999999999501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
LOUIS D BROWN PEACE INSTITUE
15 CHRISTOPHER STDORCHESTERMA02122263068254501(C)(3)$9,000$0GENERAL OPERATING SUPPORT
LOVE LIFE NOW FOUNDATION INC
1 NOLAN STREETAVONMA02322453580292501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
TEEN JUST-US AT TEMPLE ISRAEL
21 GODEN STBELMONTMA02478822355130501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
MERCY MEALS & MORE INC
PO BOX 40515NEW BEDFORDMA02744272998918501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
MOUNT OLIVES COMMUNITY CENTER
1285 HYDE PARK AVEHYDE PARKMA02136834502301501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
MY BROTHER'S KEEPER 617
PO BOX 338NORTH EASTONMA02356043088412501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
NEIGHBORHOOD COUNSELING & COMMUNITY SVCS
403 HIGHLAND AVENUE SUITE 202SOMERVILLEMA02144473869970501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
NEIGHBORS UNITED FOR A BETTER EAST BOSTON
19 MERIDIAN STREETBOSTONMA02128999999999501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
NEW LYNN COALITION
112 EXCHANGE STRETLYNNMA01901831457498501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
NIGERIAN AMERICAN MULTI-SERVICE ASS'N
1074 HYDE PARK AVE STE 001HYDE PARKMA02136043023516501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
P&O BEHAVIORAL HEALTH INITIATIVE
27 AUBURN STREET STE BHAVERHILLMA01830861196245501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
PINNACLE PARTNERSHIPS
PO BOX 613S EASTONMA02375851372377501(C)(3)$13,134$0GENERAL OPERATING SUPPORT
PLEASANT STREET NEIGHBORHOOD NETWORK CTR
301 PLEASANT STWORCESTERMA01609770690887501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
RESIST
PO BOX 301240BOSTONMA02130042433182501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
RIGHT TO THE CITY OF BOSTON
388 ATLANTIC AVENUE SUITE 2BROOKLYNNY11217943462187501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
SCIBOSTON
2 REHABILITATION WAYWOBURNMA01801043189607501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
SISTERS UNCHAINED (THE CITY SCHOOL)
P O BOX 300902JAMAICA PLAINMA02130453866647501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
SITTERS FOR SCHOLARS
769 CENTRE STBOSTONMA02130465324408501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
SOMALI PARENTS ADVOCACY CTR FOR EDUCATION
1408 CENTRE STREETBOSTONMA02131842743083501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
SOUTH BOSTON EN ACCION
10 LOGAN WAY BASEMENTSOUTH BOSTONMA02127364622949501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
SOUTH COAST LGBTQ NETWORK
PO BOX 8473NEW BEDFORDMA02740822601799501(C)(3)$13,845$0GENERAL OPERATING SUPPORT
THE HEART OF A GIANT
15 UNION AVEMILTONMA02186842900386501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
THE HISTORY PROJECT
565 BOYLSTON STBOSTONMA02116042737016501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
THE UPWARD PROJECT
65 MORA STREETBOSTONMA02124825201485501(C)(3)$15,000$0GENERAL OPERATING SUPPORT
TO THE MOON AND BACK
PO BOX 1078PLYMOUTHMA02362371893529501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
TOP NOTCH SCHOLARS
60 ISLAND STLAWRENCEMA01840464527723501(C)(3)$13,300$0GENERAL OPERATING SUPPORT
TRANSLATE GENDER
25 MAIN ST STE 220NORTHAMPTONMA01060872079264501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
UNION OF MINORITY NEIGHBORHOODS
42 SEAVERNS AVEBOSTONMA02130200011504501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
WE ARE BETTER TOGETHER - THE WARREN DANIEL HAIRSTON PROJECT
91 THORNTON STREET 1 REARROXBURYMA02119823856484501(C)(3)$17,500$0GENERAL OPERATING SUPPORT
YOUTH JUSTICE AND POWER UNION AT THE CITY SCHOOL
614 COLUMBIA ROADBOSTONMA02125020532474501(C)(3)$12,500$0GENERAL OPERATING SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org55Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonALLISON E PICOTTPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$160,940BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$3,858DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$164,798TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

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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