THE LENNY ZAKIM FUND INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE LENNY ZAKIM FUND INC (EIN 04-3485146)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201923199349308667
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-15T11:59:07-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line180 CITY SQUAREAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021293742ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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)
PersonJUDE GOLDMANPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6174066036PhoneNum
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYNNE JOHNSONPreparerPersonNm
PTINP00757336PTIN
Phone6179129000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.98.98.134IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm11:34:19IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdAECF77219117B6B1EC9B6AE33341583F740A001DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOE RODIOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 ARCH STREET 26TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021101447ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,065,083GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressTHELENNYZAKIMFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO IDENTIFY, LISTEN TO, SUPPORT AND CONNECT GRASSROOTS COMMUNITY ORGANIZATIONS AND PROGRAMS OPERATING "BELOW THE RADAR SCREEN" OF LARGE CHARITABLE GROUPS AND GOVERNMENT GRANTS.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$239NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,454,291PYContributionsGrantsAmt
CY Contributions Grants$1,176,821CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$396,608PYInvestmentIncomeAmt
CY Investment Income$330,130CYInvestmentIncomeAmt
PY Other Revenue-$17,613PYOtherRevenueAmt
CY Other Revenue$30,421CYOtherRevenueAmt
PY Total Revenue$1,833,286PYTotalRevenueAmt
CY Total Revenue$1,537,372CYTotalRevenueAmt
PY Grants And Similar Paid$559,275PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$771,965CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$247,035PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$295,721CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$97,054CYTotalFundraisingExpenseAmt
PY Other Expenses$112,014PYOtherExpensesAmt
CY Other Expenses$159,473CYOtherExpensesAmt
PY Total Expenses$918,324PYTotalExpensesAmt
CY Total Expenses$1,227,159CYTotalExpensesAmt
PY Revenues Less Expenses$914,962PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$310,213CYRevenuesLessExpensesAmt
Total Assets BOY$6,700,464TotalAssetsBOYAmt
Total Assets EOY$6,454,713TotalAssetsEOYAmt
Total Liabilities BOY$32,566TotalLiabilitiesBOYAmt
Total Liabilities EOY$38,385TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,667,898NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,416,328NetAssetsOrFundBalancesEOYAmt
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$967,126ExpenseAmt
Grant$771,965GrantAmt
Revenue$0RevenueAmt
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$967,126TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
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 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 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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
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 Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
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 CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUDE GOLDMAN EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6174066036PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 ARCH STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MIKI AKIMOTO
BOARD MEMBER1.004.00Yes (X)$0$0$0
JOYCE ZAKIM
BOARD MEMBER1.000.00Yes (X)$0$0$0
JOSH ZAKIM
AT LARGE, EXECUTIVE COMMIT1.000.00Yes (X)$0$0$0Yes (X)
DEENA ZAKIM
BOARD MEMBER1.000.00Yes (X)$0$0$0
SHARI ZAKIM YACOUBY
BOARD MEMBER1.000.00Yes (X)$0$0$0
ELLIE STARR
BOARD MEMBER1.000.00Yes (X)$0$0$0
SAM SLATER
BOARD MEMBER1.000.00Yes (X)$0$0$0
ROBERT SHERMAN
BOARD MEMBER1.000.00Yes (X)$0$0$0
ELAINE SAGER
AT LARGE, EXECUTIVE COMMIT2.000.00Yes (X)$0$0$0Yes (X)
GLENN ROTHMAN
BOARD MEMBER1.000.00Yes (X)$0$0$0
GABRIELA ROMANOW
BOARD MEMBER1.000.00Yes (X)$0$0$0
KEVIN O'MALLEY
BOARD MEMBER2.000.00Yes (X)$0$0$0
JOE RODIO
CHAIR10.000.00Yes (X)$0$0$0Yes (X)
SOFIA LINGOS PAPALIODIS
BOARD MEMBER1.000.00Yes (X)$0$0$0
CAREN KELLER
BOARD MEMBER1.000.00Yes (X)$0$0$0
SUZI KAITZ
VICE CHAIR2.000.00Yes (X)$0$0$0Yes (X)
LISA GORDON
SECRETARY2.000.00Yes (X)$0$0$0Yes (X)
JANICE DITCHEK
BOARD MEMBER2.000.00Yes (X)$0$0$0
BETH DILL
TREASURER1.000.00Yes (X)$0$0$0Yes (X)
YASMIN CRUZ
BOARD MEMBER2.000.00Yes (X)$0$0$0
GREGG CROTEAU
BOARD MEMBER1.000.00Yes (X)$0$0$0
CLEMENTINA CHERY
BOARD MEMBER1.000.00Yes (X)$0$0$0
MARY CARTY
BOARD MEMBER1.000.00Yes (X)$0$0$0
SUSAN ROTHMAN
BOARD MEMBER1.000.00Yes (X)$0$0$0
TIMOTHY JAMES
BOARD MEMBER2.000.00Yes (X)$0$0$0
JUDE GOLDMAN
EXECUTIVE DIRECTOR40.000.00$109,793$0$20,301Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$109,793TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$20,301TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$64,995FundraisingAmt
All Other Contributions$1,111,826AllOtherContributionsAmt
Noncash Contributions$15,255NoncashContributionsAmt
Total Contributions$1,176,821TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$284,247TotalRevenueColumnAmt
Exclusion$284,247ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,482,408SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,436,525SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$45,883SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,883TotalRevenueColumnAmt
Exclusion$45,883ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$121,563FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$64,995ContriRptFundraisingEventAmt
Fundraising Direct Expenses$91,186FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,377TotalRevenueColumnAmt
Exclusion$30,377ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$44TotalRevenueColumnAmt
Exclusion$44ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$44OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,537,372TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$360,551ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$771,965TotalAmt
Program Services$771,965ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$126,481TotalAmt
Program Services$60,172ProgramServicesAmt
Management And General$29,106ManagementAndGeneralAmt
Fundraising$37,203FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$142,482TotalAmt
Program Services$66,897ProgramServicesAmt
Management And General$34,243ManagementAndGeneralAmt
Fundraising$41,342FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,750TotalAmt
Program Services$3,811ProgramServicesAmt
Management And General$2,582ManagementAndGeneralAmt
Fundraising$2,357FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$18,008TotalAmt
Program Services$8,567ProgramServicesAmt
Management And General$4,144ManagementAndGeneralAmt
Fundraising$5,297FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,725TotalAmt
Management And General$4,725ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$19,079TotalAmt
Management And General$19,079ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$30,029TotalAmt
Program Services$4,430ProgramServicesAmt
Management And General$25,599ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$35,422TotalAmt
Program Services$11,055ProgramServicesAmt
Management And General$18,078ManagementAndGeneralAmt
Fundraising$6,289FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,158TotalAmt
Program Services$3,214ProgramServicesAmt
Management And General$2,140ManagementAndGeneralAmt
Fundraising$2,804FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,096TotalAmt
Management And General$2,096ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM/EVENT EXP.$39,201$31,036$8,165
BANK SERVICE CHARGES$9,475$7,713$1,762
TRAINING$5,927$5,500$427
DUES AND SUBSCRIPTIONS$1,853$1,853

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,508TotalAmt
Program Services$479ProgramServicesAmt
Management And General$3,029ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,227,159TotalAmt
Program Services$967,126ProgramServicesAmt
Management And General$162,979ManagementAndGeneralAmt
Fundraising$97,054FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$35,409BOYAmt
EOY$97,659EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$739,843BOYAmt
EOY$728,075EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$408,091BOYAmt
EOY$506,465EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,000BOYAmt
EOY$8,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,509,121BOYAmt
EOY$5,114,514EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,700,464BOYAmt
EOY$6,454,713EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,566BOYAmt
EOY$38,385EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,566BOYAmt
EOY$38,385EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,557,482BOYAmt
EOY$1,512,491EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,455,978BOYAmt
EOY$2,249,399EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,654,438BOYAmt
EOY$2,654,438EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,667,898BOYAmt
EOY$6,416,328EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,700,464BOYAmt
EOY$6,454,713EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$310,213ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$561,783NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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$734,669CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,765,057CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$963,702CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,454,291CurrentTaxYearMinus1YearAmt
Current Tax Year$1,176,821CurrentTaxYearAmt
Total$6,094,540TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$734,669CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,765,057CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$963,702CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,454,291CurrentTaxYearMinus1YearAmt
Current Tax Year$1,176,821CurrentTaxYearAmt
Total$6,094,540TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$818,262SubstantialContributorsTotAmt
Public Support Total170$5,276,278PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$213,479CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$220,428CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$180,379CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$232,176CurrentTaxYearMinus1YearAmt
Current Tax Year$284,247CurrentTaxYearAmt
Total$1,130,709TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$50,924CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$162,535CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,262CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$84,219CurrentTaxYearMinus1YearAmt
Current Tax Year$121,607CurrentTaxYearAmt
Total$484,547TotalAmt
FieldValueIRS element (for citing)
Total Support$7,709,796TotalSupportAmt
Public Support CY1700.68440PublicSupportCY170Pct
Public Support PY1700.68680PublicSupportPY170Pct
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$5,509,121BeginningYearBalanceAmt
Investment Earnings Or Losses-$251,298InvestmentEarningsOrLossesAmt
Other Expenditures$143,309OtherExpendituresAmt
End Year Balance$5,114,514EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,578,947BeginningYearBalanceAmt
Contributions$1,055,000ContributionsAmt
Investment Earnings Or Losses$312,301InvestmentEarningsOrLossesAmt
Other Expenditures$53,183OtherExpendituresAmt
End Year Balance$4,893,065EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,723,694BeginningYearBalanceAmt
Contributions$19,500ContributionsAmt
Investment Earnings Or Losses-$110,247InvestmentEarningsOrLossesAmt
Other Expenditures$54,000OtherExpendituresAmt
End Year Balance$3,578,947EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,458,954BeginningYearBalanceAmt
Contributions$61,500ContributionsAmt
Investment Earnings Or Losses$255,240InvestmentEarningsOrLossesAmt
Other Expenditures$52,000OtherExpendituresAmt
End Year Balance$3,723,694EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.18450BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.81550PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
AGENCY CUSTODIAL ACCOUNTS$31,061
MISCELLANEOUS LIABILITIES$7,324
FieldValueIRS element (for citing)
Total Liability$38,385TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,205,752TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$561,783NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$158,100DonatedServicesAndUseFcltsAmt
Other Revenue-$19,079OtherRevenueAmt
Revenue Not Reported-$422,762RevenueNotReportedAmt
Revenue Subtotal$1,628,514RevenueSubtotalAmt
Other Revenues Not Included-$91,142OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$91,142RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,537,372TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,457,322TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$158,100DonatedServicesUseFcltsAmt
Other Expenses Included$91,142OtherExpensesIncludedAmt
Expenses Not Reported$249,242ExpensesNotReportedAmt
Expenses Subtotal$1,208,080ExpensesSubtotalAmt
Other Expenses Not Included$19,079OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$19,079ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,227,159TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 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 YEARS BEFORE 2015. 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:INVESTMENT EXPENSE NETTED WITH INVESTMENT INCOME ON AUDITED FS -19,079.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B -91,186. OTHER INCOME NETTED WITH EXPENSES 44.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B 91,186. OTHER INCOME NETTED WITH EXPENSES -44.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT EXPENSE NETTED WITH INVESTMENT INCOME ON AUDITED FS 19,079.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CASINO NIGHTEvent1Nm
Gross Receipts Event1$186,558GrossReceiptsEvent1Amt
Charitable Contri Event1$64,995CharitableContriEvent1Amt
Gross Revenue Event1$121,563GrossRevenueEvent1Amt
Rent Facility Costs Event1$6,702RentFacilityCostsEvent1Amt
Food And Beverage Event1$48,007FoodAndBeverageEvent1Amt
Entertainment Event1$5,411EntertainmentEvent1Amt
Other Direct Expenses Event1$31,066OtherDirectExpensesEvent1Amt
Gross Receipts Total$186,558GrossReceiptsTotalAmt
Charitable Contributions Tot$64,995CharitableContributionsTotAmt
Gross Revenue Total Events$121,563GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$6,702RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$48,007FoodAndBeverageTotalEventsAmt
Entertainment Total Events$5,411EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$31,066OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$91,186DirectExpenseSummaryEventsAmt
Net Income Summary$30,377NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (57 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AARON'S PRESENTS
180 MAIN STREETANDOVERMA01810464010444501(C)(3)$10,000GENERAL OPERATING
ADAPTIVE SPORTS NEW ENGLAND
89 SOUTH STREETBOSTONMA02111463900833501(C)(3)$10,000GENERAL OPERATING
ALL DORCHESTER SPORTS LEAGUE
1565 DORCHESTER AVENUEDORCHESTERMA02122464010444501(C)(3)$25,000GENERAL OPERATING, SUMMER
ALLIANCE FOR INCLUSION AND PREVENTION
31 HEATH STREETJAMAICA PLAINMA02130043285237501(C)(3)$7,500GENERAL OPERATING
ALRAY TAYLOR SCHOLARS
PO BOX 960400BOSTONMA02196270955022501(C)(3)$7,500GENERAL OPERATING
APPRENTICE LEARNING
190 CENTRAL AVEMILTON MAMA02186455622649501(C)(3)$7,000GENERAL OPERATING
BACKYARD GROWERS
269 MAIN STREETGLOUCESTERMA01930743101523501(C)(3)$15,000GENERAL OPERATING
BALLETROX
PO BOX 301334JAMAICA PLAINMA02130043140205501(C)(3)$15,000GENERAL OPERATING
BOSTON CANCER SUPPORT
831 BEACON STREETNEWTON CENTERMA02459300863587501(C)(3)$7,500GENERAL OPERATING
BRAZILIAN WOMEN'S GROUP
697 CAMBRIDGE STREET SUITE 106BRIGHTONMA02135043549382501(C)(3)$10,000GENERAL OPERATING
BREAD OF LIFE
54 EASTERN AVENUE REARMALDENMA02148223199801501(C)(3)$10,000GENERAL OPERATING
CEDC OF SOUTHEASTERN MA
1285 ACUSHNET AVENEW BEDFORDMA02746043371170501(C)(3)$7,500GENERAL OPERATING
CENTER FOR LABOR EDUCATION AND RESEARCH
375 CENTER STREETJAMAICA PLAINMA02130222604923501(C)(3)$30,700EMERGENCY, GENERAL OPERATING
CENTRO COMUNITARIO DE TRABAJADORES
PO BOX 1210NEW BEDFORDMA02740270445556501(C)(3)$15,000GENERAL OPERATING
CENTRO PRESENTE
12 BENNENGTON STREETEAST BOSTONMA02128042754284501(C)(3)$20,000TPS
CITY LIFE
PO BOX 300107JAMAICA PLAINMA02131042660311501(C)(3)$8,000GENERAL OPERATING
COMMUNITIES FOR RESTORATIVE JUSTICE
PO BOX 65CONCORDMA01742451220191501(C)(3)$10,000GENERAL OPERATING
COMMUNITY COOKS
1 SUMMER STREETSOMERVILLEMA02143452351381501(C)(3)$10,000GENERAL OPERATING
COMMUNITY SERVICE CARE
36 PERKINS STREETJAMAICA PLAINMA02130042754281501(C)(3)$7,500GENERAL OPERATING
DREAM OUT LOUD
1 JOHNNY CAKE HILL NEW BEDFORD MANEW BEDFORDMA02740043528626501(C)(3)$15,000GENERAL OPERATING, SUMMER02740
EMPOWERING PEOPLE FOR INCL COMMUNITIES
420 PEARL STREETMALDENMA02148042486905501(C)(3)$15,000GENERAL OPERATING
FOOD LINK INC
INFOFOODLINKMAORGARLINGTONMA02474471840355501(C)(3)$10,000GENERAL OPERATING
HAWTHORNE YOUTH AND COMMUNITY CENTER
9 FULDA STREETROXBURYMA02119042515797501(C)(3)$20,000GENERAL OPERATING, SUMMER
HEALTHY WALTHAM
510 MOODY STWALTHAMMA02453461174988501(C)(3)$5,000GENERAL OPERATING
IMMIGRANTS FAMILY SERVICE INSTITUTE
5 JALLEISON STREETHYDE PARKMA02136474400495501(C)(3)$30,000GENERAL OPERATING, TPS
INSTITUTE FOR PAN-AFRICAN CULTURAL EDUC
2836 WASHINGTON STROXBURYMA02119273912404501(C)(3)$7,500GENERAL OPERATING
JOBS WITH JUSTICE
375 CENTER STREETJAMAICA PLAINMA02130222604923501(C)(3)$20,000TPS
JUSTICE AT WORK
192 SOUTH ST SUITE 400BOSTONMA02111274670409501(C)(3)$15,000GENERAL OPERATING
KIDS IN TECH
17 DEAN DRIVELOWELLMA01854813311916501(C)(3)$10,000GENERAL OPERATING
LEVEL GROUND MMA
50 MILK STREETBOSTONMA02109043499852501(C)(3)$25,000PROGRAM, SUMMER
LIVING INDEPENDENTLY FOR EQUALITY INC
PO BOX 2356BROCKTONMA02305222532503501(C)(3)$10,000GENERAL OPERATING
LYNN WORKER CENTER
330 LYNNWAYLYNNMA01901810969206501(C)(3)$7,500GENERAL OPERATING
LYSOA
312A UNION STREETLYNNMA01901451619271501(C)(3)$10,000GENERAL OPERATING
MASS TRANS POLITICAL COALITION
PO BOX 960784BOSTONMA02196042785336501(C)(3)$20,000GENERAL OPERATING
MUSICONNECTS
20 BELGRADE AVE 1ROSLINDALEMA02131710877553501(C)(3)$10,000GENERAL OPERATING
MUSLIM JUSTICE LEAGUE
51 MELCHER STBOSTONMA02210474049679501(C)(3)$20,000GENERAL OPERATING
NEIGHBORS WHO CARE
PO BOX 541158WALTHAMMA02474134244456501(C)(3)$8,000GENERAL OPERATING
ONE CAN HELP
32 NEHOIDEN ROADWABANMA02468204281579501(C)(3)$10,000GENERAL OPERATING
OUR RESTORATIVE JUSTICE
175 CABOT STREET SUITE 100LOWELLMA01854461123660501(C)(3)$10,000GENERAL OPERATING
OUR SPACE OUR PLACE INC
198 TREMONT ST BOX 325BOSTONMA02116438067695501(C)(3)$7,000GENERAL OPERATING
OUT METROWEST
PO BOX 2122FRAMINGHAMMA01703465712986501(C)(3)$10,000GENERAL OPERATING
PIERSQUARED
78 CYPRESS STREETBROOKLINEMA02445474743694501(C)(3)$10,000PROGRAM
RACHEL'S TABLE
633 SALISBURY STWORCESTERMA01609042104393501(C)(3)$10,000PROGRAM
REFUGEE IMMIG MINISTRY
142 PLEASANT STREET SUITE 203MALDENMA02148043200436501(C)(3)$20,000GENERAL OPERATING
SAHELI
PO BOX 1345BURLINGTONMA01803030547972501(C)(3)$15,000GENERAL OPERATING
SI SE PUEDE
PO BOX 53NORTH ANDOVERMA01845222632181501(C)(3)$25,000GENERAL OPERATING, SUMMER
SIBLING CONNECTION
61 ROSELAND STREET - UNIT 2SOMERVILLEMA02143261519159501(C)(3)$12,500GENERAL OPERATING
SISTERS UNCHAINED
614 COLUMBIA ROADDORCHESTERMA02125020532474501(C)(3)$5,000SUMMER
SPEAKOUT BOSTON
PO BOX 301223BOSTONMA02130042679788501(C)(3)$10,000GENERAL OPERATING
THE CITY SCHOOL
614 COLUMBIA ROADDORCHESTERMA02125020532474501(C)(3)$15,000GENERAL OPERATING
THE RESOURCE AND RECLAMATION CENTER
151 ANDOVER STREETLOWELLMA01852813164554501(C)(3)$5,000GENERAL OPERATING
THE WELCOME PROJECT
530 MYSTIC AVE 111SOMERVILLEMA02145043088140501(C)(3)$10,000GENERAL OPERATING
TRANSFORMATIONAL PRISON PROJECT
1 WELLS AVENEWTONMA02459205278030501(C)(3)$15,000GENERAL OPERATING
TSNE MISSION WORKS
89 SOUTH STREETBOSTONMA02111042261109501(C)(3)$35,000GENERAL OPERATING
WOMEN ENCOURAGING EMPOWERMENT
P OBOX 13REVEREMA02151043286531501(C)(3)$10,000GENERAL OPERATING
WORCESTER INTERFAITH
111 PARK AVENUEWORCESTERMA01609043158699501(C)(3)$10,000GENERAL OPERATING
WORCESTER REFUGEE ASSISTANCE PROJECT
484 MAIN ST SUITE 400WORCESTERMA01608320309547501(C)(3)$5,000GENERAL OPERATING
FieldValueIRS element (for citing)
Total501c3 Org58Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2GLENN ROTHMAN, DIRECTOR, AND SUSAN ROTHMAN, PAST CHAIR OF THE BOARD, HAVE A FAMILY RELATIONSHIP. JOYCE, JOSH, DEENA AND SHARI ZAKIM, DIRECTORS, 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 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 I, LINE 6:VOLUNTEERS INCLUDE BOARD MEMBERS, SITE VISITORS WHO SPEND BETWEEN 3 - 12 HOURS EACH ANNUALLY AND EVENT VOLUNTEERS WHO PROVIDE EVENT ASSISTANCE (REGISTRATION, PARTICIPANT ASSISTANE, PHOTOGRAPHY) - 2-10 HOURS EACH ANNUALLY.

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