2019-11-15T11:59:07-06:00 2018-12-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 021293742 990 2018-01-01 043485146 THE LENNY ZAKIM FUND C/O DLA PIPER LLP LENN 6174066036 33 ARCH STREET 26TH FLOOR BOSTON MA 021101447 JUDE GOLDMAN EXECUTIVE DIRECTOR 6174066036 2019-11-15 1 LYNNE JOHNSON P00757336 6179129000 66.98.98.134 2019-11-15 11:34:19 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AECF77219117B6B1EC9B6AE33341583F740A001D 2018 2020-04-17 16:48:07Z JOE RODIO 33 ARCH STREET 26TH FLOOR BOSTON MA 021101447 3065083 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. 25 25 4 50 0 239 1454291 1176821 0 0 396608 330130 -17613 30421 1833286 1537372 559275 771965 0 0 247035 295721 0 0 97054 112014 159473 918324 1227159 914962 310213 6700464 6454713 32566 38385 6667898 6416328 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 967126 771965 0 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. 967126 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 4 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X JUDE GOLDMAN EXECUTIVE DIRECTOR 6174066036 33 ARCH STREET BOSTON MA 02110 MIKI AKIMOTO BOARD MEMBER 1.00 4.00 X 0 0 0 JOYCE ZAKIM BOARD MEMBER 1.00 0.00 X 0 0 0 JOSH ZAKIM AT LARGE, EXECUTIVE COMMIT 1.00 0.00 X X 0 0 0 DEENA ZAKIM BOARD MEMBER 1.00 0.00 X 0 0 0 SHARI ZAKIM YACOUBY BOARD MEMBER 1.00 0.00 X 0 0 0 ELLIE STARR BOARD MEMBER 1.00 0.00 X 0 0 0 SAM SLATER BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT SHERMAN BOARD MEMBER 1.00 0.00 X 0 0 0 ELAINE SAGER AT LARGE, EXECUTIVE COMMIT 2.00 0.00 X X 0 0 0 GLENN ROTHMAN BOARD MEMBER 1.00 0.00 X 0 0 0 GABRIELA ROMANOW BOARD MEMBER 1.00 0.00 X 0 0 0 KEVIN O'MALLEY BOARD MEMBER 2.00 0.00 X 0 0 0 JOE RODIO CHAIR 10.00 0.00 X X 0 0 0 SOFIA LINGOS PAPALIODIS BOARD MEMBER 1.00 0.00 X 0 0 0 CAREN KELLER BOARD MEMBER 1.00 0.00 X 0 0 0 SUZI KAITZ VICE CHAIR 2.00 0.00 X X 0 0 0 LISA GORDON SECRETARY 2.00 0.00 X X 0 0 0 JANICE DITCHEK BOARD MEMBER 2.00 0.00 X 0 0 0 BETH DILL TREASURER 1.00 0.00 X X 0 0 0 YASMIN CRUZ BOARD MEMBER 2.00 0.00 X 0 0 0 GREGG CROTEAU BOARD MEMBER 1.00 0.00 X 0 0 0 CLEMENTINA CHERY BOARD MEMBER 1.00 0.00 X 0 0 0 MARY CARTY BOARD MEMBER 1.00 0.00 X 0 0 0 SUSAN ROTHMAN BOARD MEMBER 1.00 0.00 X 0 0 0 TIMOTHY JAMES BOARD MEMBER 2.00 0.00 X 0 0 0 JUDE GOLDMAN EXECUTIVE DIRECTOR 40.00 0.00 X 109793 0 20301 109793 0 20301 1 0 0 0 0 64995 1111826 15255 1176821 284247 284247 1482408 1436525 45883 45883 45883 121563 64995 91186 30377 30377 OTHER REVENUE 900099 44 44 44 1537372 0 0 360551 771965 771965 126481 60172 29106 37203 142482 66897 34243 41342 8750 3811 2582 2357 18008 8567 4144 5297 4725 4725 19079 19079 30029 4430 25599 35422 11055 18078 6289 8158 3214 2140 2804 2096 2096 PROGRAM/EVENT EXP. 39201 31036 8165 BANK SERVICE CHARGES 9475 7713 1762 TRAINING 5927 5500 427 DUES AND SUBSCRIPTIONS 1853 1853 3508 479 3029 1227159 967126 162979 97054 35409 97659 739843 728075 408091 506465 8000 8000 5509121 5114514 6700464 6454713 32566 38385 32566 38385 X 1557482 1512491 2455978 2249399 2654438 2654438 6667898 6416328 6700464 6454713 310213 -561783 0 X 0 1 X 1 0 X 734669 1765057 963702 1454291 1176821 6094540 734669 1765057 963702 1454291 1176821 6094540 818262 5276278 213479 220428 180379 232176 284247 1130709 50924 162535 65262 84219 121607 484547 7709796 0.68440 0.68680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5509121 -251298 143309 5114514 4893065 688056 72000 5509121 3578947 1055000 312301 53183 4893065 3723694 19500 -110247 54000 3578947 3458954 61500 255240 52000 3723694 0.18450 0.81550 0 0 0 AGENCY CUSTODIAL ACCOUNTS 31061 MISCELLANEOUS LIABILITIES 7324 38385 X 1205752 -561783 158100 -19079 -422762 1628514 -91142 -91142 1537372 1457322 158100 91142 249242 1208080 19079 19079 1227159 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. CASINO NIGHT 186558 64995 121563 6702 48007 5411 31066 186558 64995 121563 6702 48007 5411 31066 91186 30377 1 AARON'S PRESENTS 180 MAIN STREET ANDOVER MA 01810 464010444 501(C)(3) 10000 GENERAL OPERATING ADAPTIVE SPORTS NEW ENGLAND 89 SOUTH STREET BOSTON MA 02111 463900833 501(C)(3) 10000 GENERAL OPERATING ALL DORCHESTER SPORTS LEAGUE 1565 DORCHESTER AVENUE DORCHESTER MA 02122 464010444 501(C)(3) 25000 GENERAL OPERATING, SUMMER ALLIANCE FOR INCLUSION AND PREVENTION 31 HEATH STREET JAMAICA PLAIN MA 02130 043285237 501(C)(3) 7500 GENERAL OPERATING ALRAY TAYLOR SCHOLARS PO BOX 960400 BOSTON MA 02196 270955022 501(C)(3) 7500 GENERAL OPERATING APPRENTICE LEARNING 190 CENTRAL AVE MILTON MA MA 02186 455622649 501(C)(3) 7000 GENERAL OPERATING BACKYARD GROWERS 269 MAIN STREET GLOUCESTER MA 01930 743101523 501(C)(3) 15000 GENERAL OPERATING BALLETROX PO BOX 301334 JAMAICA PLAIN MA 02130 043140205 501(C)(3) 15000 GENERAL OPERATING BOSTON CANCER SUPPORT 831 BEACON STREET NEWTON CENTER MA 02459 300863587 501(C)(3) 7500 GENERAL OPERATING BRAZILIAN WOMEN'S GROUP 697 CAMBRIDGE STREET SUITE 106 BRIGHTON MA 02135 043549382 501(C)(3) 10000 GENERAL OPERATING BREAD OF LIFE 54 EASTERN AVENUE REAR MALDEN MA 02148 223199801 501(C)(3) 10000 GENERAL OPERATING CEDC OF SOUTHEASTERN MA 1285 ACUSHNET AVE NEW BEDFORD MA 02746 043371170 501(C)(3) 7500 GENERAL OPERATING CENTER FOR LABOR EDUCATION AND RESEARCH 375 CENTER STREET JAMAICA PLAIN MA 02130 222604923 501(C)(3) 30700 EMERGENCY, GENERAL OPERATING CENTRO COMUNITARIO DE TRABAJADORES PO BOX 1210 NEW BEDFORD MA 02740 270445556 501(C)(3) 15000 GENERAL OPERATING CENTRO PRESENTE 12 BENNENGTON STREET EAST BOSTON MA 02128 042754284 501(C)(3) 20000 TPS CITY LIFE PO BOX 300107 JAMAICA PLAIN MA 02131 042660311 501(C)(3) 8000 GENERAL OPERATING COMMUNITIES FOR RESTORATIVE JUSTICE PO BOX 65 CONCORD MA 01742 451220191 501(C)(3) 10000 GENERAL OPERATING COMMUNITY COOKS 1 SUMMER STREET SOMERVILLE MA 02143 452351381 501(C)(3) 10000 GENERAL OPERATING COMMUNITY SERVICE CARE 36 PERKINS STREET JAMAICA PLAIN MA 02130 042754281 501(C)(3) 7500 GENERAL OPERATING DREAM OUT LOUD 1 JOHNNY CAKE HILL NEW BEDFORD MA 02740 NEW BEDFORD MA 02740 043528626 501(C)(3) 15000 GENERAL OPERATING, SUMMER EMPOWERING PEOPLE FOR INCL COMMUNITIES 420 PEARL STREET MALDEN MA 02148 042486905 501(C)(3) 15000 GENERAL OPERATING FOOD LINK INC INFOFOODLINKMAORG ARLINGTON MA 02474 471840355 501(C)(3) 10000 GENERAL OPERATING HAWTHORNE YOUTH AND COMMUNITY CENTER 9 FULDA STREET ROXBURY MA 02119 042515797 501(C)(3) 20000 GENERAL OPERATING, SUMMER HEALTHY WALTHAM 510 MOODY ST WALTHAM MA 02453 461174988 501(C)(3) 5000 GENERAL OPERATING IMMIGRANTS FAMILY SERVICE INSTITUTE 5 JALLEISON STREET HYDE PARK MA 02136 474400495 501(C)(3) 30000 GENERAL OPERATING, TPS INSTITUTE FOR PAN-AFRICAN CULTURAL EDUC 2836 WASHINGTON ST ROXBURY MA 02119 273912404 501(C)(3) 7500 GENERAL OPERATING JOBS WITH JUSTICE 375 CENTER STREET JAMAICA PLAIN MA 02130 222604923 501(C)(3) 20000 TPS JUSTICE AT WORK 192 SOUTH ST SUITE 400 BOSTON MA 02111 274670409 501(C)(3) 15000 GENERAL OPERATING KIDS IN TECH 17 DEAN DRIVE LOWELL MA 01854 813311916 501(C)(3) 10000 GENERAL OPERATING LEVEL GROUND MMA 50 MILK STREET BOSTON MA 02109 043499852 501(C)(3) 25000 PROGRAM, SUMMER LIVING INDEPENDENTLY FOR EQUALITY INC PO BOX 2356 BROCKTON MA 02305 222532503 501(C)(3) 10000 GENERAL OPERATING LYNN WORKER CENTER 330 LYNNWAY LYNN MA 01901 810969206 501(C)(3) 7500 GENERAL OPERATING LYSOA 312A UNION STREET LYNN MA 01901 451619271 501(C)(3) 10000 GENERAL OPERATING MASS TRANS POLITICAL COALITION PO BOX 960784 BOSTON MA 02196 042785336 501(C)(3) 20000 GENERAL OPERATING MUSICONNECTS 20 BELGRADE AVE 1 ROSLINDALE MA 02131 710877553 501(C)(3) 10000 GENERAL OPERATING MUSLIM JUSTICE LEAGUE 51 MELCHER ST BOSTON MA 02210 474049679 501(C)(3) 20000 GENERAL OPERATING NEIGHBORS WHO CARE PO BOX 541158 WALTHAM MA 02474 134244456 501(C)(3) 8000 GENERAL OPERATING ONE CAN HELP 32 NEHOIDEN ROAD WABAN MA 02468 204281579 501(C)(3) 10000 GENERAL OPERATING OUR RESTORATIVE JUSTICE 175 CABOT STREET SUITE 100 LOWELL MA 01854 461123660 501(C)(3) 10000 GENERAL OPERATING OUR SPACE OUR PLACE INC 198 TREMONT ST BOX 325 BOSTON MA 02116 438067695 501(C)(3) 7000 GENERAL OPERATING OUT METROWEST PO BOX 2122 FRAMINGHAM MA 01703 465712986 501(C)(3) 10000 GENERAL OPERATING PIERSQUARED 78 CYPRESS STREET BROOKLINE MA 02445 474743694 501(C)(3) 10000 PROGRAM RACHEL'S TABLE 633 SALISBURY ST WORCESTER MA 01609 042104393 501(C)(3) 10000 PROGRAM REFUGEE IMMIG MINISTRY 142 PLEASANT STREET SUITE 203 MALDEN MA 02148 043200436 501(C)(3) 20000 GENERAL OPERATING SAHELI PO BOX 1345 BURLINGTON MA 01803 030547972 501(C)(3) 15000 GENERAL OPERATING SI SE PUEDE PO BOX 53 NORTH ANDOVER MA 01845 222632181 501(C)(3) 25000 GENERAL OPERATING, SUMMER SIBLING CONNECTION 61 ROSELAND STREET - UNIT 2 SOMERVILLE MA 02143 261519159 501(C)(3) 12500 GENERAL OPERATING SISTERS UNCHAINED 614 COLUMBIA ROAD DORCHESTER MA 02125 020532474 501(C)(3) 5000 SUMMER SPEAKOUT BOSTON PO BOX 301223 BOSTON MA 02130 042679788 501(C)(3) 10000 GENERAL OPERATING THE CITY SCHOOL 614 COLUMBIA ROAD DORCHESTER MA 02125 020532474 501(C)(3) 15000 GENERAL OPERATING THE RESOURCE AND RECLAMATION CENTER 151 ANDOVER STREET LOWELL MA 01852 813164554 501(C)(3) 5000 GENERAL OPERATING THE WELCOME PROJECT 530 MYSTIC AVE 111 SOMERVILLE MA 02145 043088140 501(C)(3) 10000 GENERAL OPERATING TRANSFORMATIONAL PRISON PROJECT 1 WELLS AVE NEWTON MA 02459 205278030 501(C)(3) 15000 GENERAL OPERATING TSNE MISSION WORKS 89 SOUTH STREET BOSTON MA 02111 042261109 501(C)(3) 35000 GENERAL OPERATING WOMEN ENCOURAGING EMPOWERMENT P OBOX 13 REVERE MA 02151 043286531 501(C)(3) 10000 GENERAL OPERATING WORCESTER INTERFAITH 111 PARK AVENUE WORCESTER MA 01609 043158699 501(C)(3) 10000 GENERAL OPERATING WORCESTER REFUGEE ASSISTANCE PROJECT 484 MAIN ST SUITE 400 WORCESTER MA 01608 320309547 501(C)(3) 5000 GENERAL OPERATING 58 0 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. FORM 990, PART VI, SECTION A, LINE 2 GLENN 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 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 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 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.