THE LENNY ZAKIM FUND INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE LENNY ZAKIM FUND INC (EIN 04-3485146)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201823199349304812
Schema version
2017v2.3
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)
Return2018-11-15T10:17:53-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-11-15SignatureDt
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 Address108.171.131.187IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-15IPDt
IP Tm08:54:53IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id537009A0A005A6691AF8E3CD281085943AFA35D8AtSubmissionCreationDeviceId
At Submission Filing Device Id93DCBEFAA18E51E34D8F84E5D1CC4DB28D8C7E60AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

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$2,612,016GrossReceiptsAmt
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 Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$963,702PYContributionsGrantsAmt
CY Contributions Grants$1,454,291CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$211,271PYInvestmentIncomeAmt
CY Investment Income$396,608CYInvestmentIncomeAmt
PY Other Revenue-$18,403PYOtherRevenueAmt
CY Other Revenue-$17,613CYOtherRevenueAmt
PY Total Revenue$1,156,570PYTotalRevenueAmt
CY Total Revenue$1,833,286CYTotalRevenueAmt
PY Grants And Similar Paid$591,600PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$559,275CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$196,871PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$247,035CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$70,961CYTotalFundraisingExpenseAmt
PY Other Expenses$100,186PYOtherExpensesAmt
CY Other Expenses$112,014CYOtherExpensesAmt
PY Total Expenses$888,657PYTotalExpensesAmt
CY Total Expenses$918,324CYTotalExpensesAmt
PY Revenues Less Expenses$267,913PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$914,962CYRevenuesLessExpensesAmt
Total Assets BOY$5,476,439TotalAssetsBOYAmt
Total Assets EOY$6,700,464TotalAssetsEOYAmt
Total Liabilities BOY$32,486TotalLiabilitiesBOYAmt
Total Liabilities EOY$32,566TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,443,953NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,667,898NetAssetsOrFundBalancesEOYAmt
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$740,255ExpenseAmt
Grant$559,275GrantAmt
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$740,255TotalProgramServiceExpensesAmt
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
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo 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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
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 (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MIKI AKIMOTO
BOARD MEMBER (FROM DEC 2017)1.00Yes (X)$0$0$0
JENNIFER WINN ARONSON
BOARD MEMBER (UNTIL DEC 2017)1.00Yes (X)$0$0$0
AMY BELKIN MOFENSON
BOARD MEMBER (UNTIL DEC 2017)1.00Yes (X)$0$0$0
MARY CARTY
BOARD MEMBER1.00Yes (X)$0$0$0
CLEMENTINA CHERY
BOARD MEMBER (FROM DEC 2017)1.00Yes (X)$0$0$0
GREGG CROTEAU
BOARD MEMBER1.00Yes (X)$0$0$0
YASMIN CRUZ
BOARD MEMBER2.00Yes (X)$0$0$0
BETH DILL
TREASURER1.00Yes (X)$0$0$0Yes (X)
JANICE DITCHEK
BOARD MEMBER2.00Yes (X)$0$0$0
LISA GORDON
SECRETARY2.00Yes (X)$0$0$0
SUZI KAITZ
VICE CHAIR2.00Yes (X)$0$0$0Yes (X)
CAREN KELLER
BOARD MEMBER1.00Yes (X)$0$0$0
SOFIA LINGOS PAPALIODIS
BOARD MEMBER1.00Yes (X)$0$0$0
CHARLEYNE MURRELL SMITH
BOARD MEMBER (UNTIL DEC 2017)1.00Yes (X)$0$0$0
KEVIN O'MALLEY
BOARD MEMBER2.00Yes (X)$0$0$0
JOE RODIO
CHAIR10.00Yes (X)$0$0$0Yes (X)
GABRIELA ROMANOW
BOARD MEMBER1.00Yes (X)$0$0$0
GLENN ROTHMAN
BOARD MEMBER1.00Yes (X)$0$0$0
SUSAN ROTHMAN
PAST CHAIR (UNTIL DEC 2017)2.00Yes (X)$0$0$0Yes (X)
ELAINE SAGER
AT LARGE, EXECUTIVE COMMITTEE2.00Yes (X)$0$0$0Yes (X)
ROBERT SHERMAN
BOARD MEMBER1.00Yes (X)$0$0$0
SAM SLATER
BOARD MEMBER1.00Yes (X)$0$0$0
ELLIE STARR
BOARD MEMBER1.00Yes (X)$0$0$0
SHARI ZAKIM YACOUBY
BOARD MEMBER1.00Yes (X)$0$0$0
DEENA ZAKIM
BOARD MEMBER1.00Yes (X)$0$0$0
JOSH ZAKIM
AT LARGE, EXECUTIVE COMMITTEE1.00Yes (X)$0$0$0Yes (X)
JOYCE ZAKIM
BOARD MEMBER1.00Yes (X)$0$0$0
JUDE GOLDMAN
EXECUTIVE DIRECTOR40.00$109,332$0$15,712Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$109,332TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$15,712TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$178,259FundraisingAmt
All Other Contributions$1,276,032AllOtherContributionsAmt
Noncash Contributions$10,865NoncashContributionsAmt
Total Contributions$1,454,291TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$232,176TotalRevenueColumnAmt
Exclusion$232,176ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$841,330SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$676,898SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$164,432SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$164,432TotalRevenueColumnAmt
Exclusion$164,432ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$84,105FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$178,259ContriRptFundraisingEventAmt
Fundraising Direct Expenses$101,832FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$17,727TotalRevenueColumnAmt
Exclusion-$17,727ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$114TotalRevenueColumnAmt
Exclusion$114ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$114OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,833,286TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$378,995ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$559,275TotalAmt
Program Services$559,275ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$73,916TotalAmt
Program Services$36,959ProgramServicesAmt
Management And General$11,087ManagementAndGeneralAmt
Fundraising$25,870FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$69,561TotalAmt
Program Services$35,952ProgramServicesAmt
Management And General$20,855ManagementAndGeneralAmt
Fundraising$12,754FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$31,053TotalAmt
Program Services$17,079ProgramServicesAmt
Management And General$5,434ManagementAndGeneralAmt
Fundraising$8,540FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$13,121TotalAmt
Program Services$7,010ProgramServicesAmt
Management And General$3,726ManagementAndGeneralAmt
Fundraising$2,385FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$59,384TotalAmt
Program Services$30,678ProgramServicesAmt
Management And General$12,398ManagementAndGeneralAmt
Fundraising$16,308FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$17,465TotalAmt
Management And General$17,465ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,450TotalAmt
Management And General$1,450ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$27,799TotalAmt
Program Services$10,020ProgramServicesAmt
Management And General$13,171ManagementAndGeneralAmt
Fundraising$4,608FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,275TotalAmt
Program Services$1,453ProgramServicesAmt
Management And General$1,326ManagementAndGeneralAmt
Fundraising$496FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,375TotalAmt
Management And General$2,375ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM/EVENT EXP.$37,072$33,199$3,873$0
BANK SERVICE CHARGES$10,516$0$10,516$0
TRAINING$9,925$8,630$1,295$0
DUES AND SUBSCRIPTIONS$206$0$206$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,931TotalAmt
Management And General$1,931ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$918,324TotalAmt
Program Services$740,255ProgramServicesAmt
Management And General$107,108ManagementAndGeneralAmt
Fundraising$70,961FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$26,165BOYAmt
EOY$35,409EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$541,281BOYAmt
EOY$739,843EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,740BOYAmt
EOY$408,091EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,750BOYAmt
EOY$8,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,893,065BOYAmt
EOY$5,509,121EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$438BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,476,439BOYAmt
EOY$6,700,464EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,486BOYAmt
EOY$32,566EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,486BOYAmt
EOY$32,566EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,411,697BOYAmt
EOY$1,557,482EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,377,818BOYAmt
EOY$2,455,978EOYAmt

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$5,443,953BOYAmt
EOY$6,667,898EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,476,439BOYAmt
EOY$6,700,464EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$914,962ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$308,983NetUnrlzdGainsLossesInvstAmt
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$785,886CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$734,669CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,765,057CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$963,702CurrentTaxYearMinus1YearAmt
Current Tax Year$1,454,291CurrentTaxYearAmt
Total$5,703,605TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$785,886CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$734,669CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,765,057CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$963,702CurrentTaxYearMinus1YearAmt
Current Tax Year$1,454,291CurrentTaxYearAmt
Total$5,703,605TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$847,649SubstantialContributorsTotAmt
Public Support Total170$4,855,956PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$157,152CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$213,479CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$220,428CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$180,379CurrentTaxYearMinus1YearAmt
Current Tax Year$232,176CurrentTaxYearAmt
Total$1,003,614TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$50,924CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$162,535CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,262CurrentTaxYearMinus1YearAmt
Current Tax Year$84,219CurrentTaxYearAmt
Total$362,940TotalAmt
FieldValueIRS element (for citing)
Total Support$7,070,159TotalSupportAmt
Public Support CY1700.68680PublicSupportCY170Pct
Public Support PY1700.64760PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,906,742BeginningYearBalanceAmt
Investment Earnings Or Losses$602,203InvestmentEarningsOrLossesAmt
Other Expenditures$49,991OtherExpendituresAmt
End Year Balance$3,458,954EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.18450BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.33370PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.48180TermEndowmentBalanceEOYPct
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$1,505
FieldValueIRS element (for citing)
Total Liability$32,566TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,350,081TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$308,983NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$123,559DonatedServicesAndUseFcltsAmt
Other Revenue-$17,465OtherRevenueAmt
Revenue Not Reported$415,077RevenueNotReportedAmt
Revenue Subtotal$1,935,004RevenueSubtotalAmt
Other Revenues Not Included-$101,718OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$101,718RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,833,286TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,126,136TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$123,559DonatedServicesUseFcltsAmt
Other Expenses Included$101,718OtherExpensesIncludedAmt
Expenses Not Reported$225,277ExpensesNotReportedAmt
Expenses Subtotal$900,859ExpensesSubtotalAmt
Other Expenses Not Included$17,465OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$17,465ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$918,324TotalExpensesPerForm990Amt

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 2014. 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 -17,465.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B -101,832. OTHER INCOME NETTED WITH EXPENSES 114.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B 101,832. OTHER INCOME NETTED WITH EXPENSES -114.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT EXPENSE NETTED WITH INVESTMENT INCOME ON AUDITED FS 17,465.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CASINO NIGHTEvent1Nm
Gross Receipts Event1$262,364GrossReceiptsEvent1Amt
Charitable Contri Event1$178,259CharitableContriEvent1Amt
Gross Revenue Event1$84,105GrossRevenueEvent1Amt
Rent Facility Costs Event1$11,883RentFacilityCostsEvent1Amt
Food And Beverage Event1$52,779FoodAndBeverageEvent1Amt
Entertainment Event1$30,446EntertainmentEvent1Amt
Other Direct Expenses Event1$6,724OtherDirectExpensesEvent1Amt
Gross Receipts Total$262,364GrossReceiptsTotalAmt
Charitable Contributions Tot$178,259CharitableContributionsTotAmt
Gross Revenue Total Events$84,105GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$11,883RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$52,779FoodAndBeverageTotalEventsAmt
Entertainment Total Events$30,446EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$6,724OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$101,832DirectExpenseSummaryEventsAmt
Net Income Summary-$17,727NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (53 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AARON'S PRESENTS
180 MAIN STREETANDOVERMA01810464010444$8,000GENERAL OPERATIONS
ADAPTIVE SPORTS NEW ENGLAND
89 SOUTH ST SUITE 603BOSTONMA02111463900833$10,000GENERAL OPERATIONS
ALL DORCHESTER SPORTS & LEADERSHIP INC
1565 DORCHESTER AVENUEDORCHESTERMA02122222827346$12,000GENERAL OPERATIONS
ALRAY SCHOLARS PROGRAM
PO BOX 960400BOSTONMA02196270955022$7,500GENERAL OPERATIONS
APPRENTICE LEARNING
190 CENTRAL AVEMILTONMA02186455622649$12,500GENERAL OPERATIONS
BACKYARD GROWERS
269 MAIN STREETGLOUCESTERMA01930743101523$10,000GENERAL OPERATIONS
BALLETROX
PO BOX 301334JAMAICA PLAINMA02130043140205$10,000GENERAL OPERATIONS
BODHI & MIND YOGA
162 WILLOW STREET APT 1WEST ROXBURYMA02132461876554$10,000GENERAL OPERATIONS
BOSTON YOUTH WRESTLING
100 WARREN STREETBOSTONMA02119454450102$20,000GENERAL OPERATIONS
BRAZILIAN WOMEN'S GROUP
697 CAMBRIDGE STREET SUITE 106BRIGHTONMA02135043549382$5,700GENERAL OPERATIONS
BREAD OF LIFE
54 EASTERN AVENUE REARMALDENMA02148223199801$10,000GENERAL OPERATIONS
CENTER TO SUPPORT IMMIGRANT ORGANIZING
89 SOUTH STREET 700BOSTONMA02111042261109$10,000GENERAL OPERATIONS
CHICA PROJECT
25 NEW CHARDON ST PO BOX 5760BOSTONMA02114020532474$10,000GENERAL OPERATIONS
COMMUNITY COOKS
1 SUMMER STREETSOMERVILLEMA02143452351381$15,000GENERAL OPERATIONS
COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SE MA
1285 ACUSHNET AVENEW BEDFORDMA02746043371170$8,550GENERAL OPERATIONS
DREAM OUT LOUD CENTER INC
1 JOHNNY CAKE HILLNEW BEDFORDMA02740043528626$17,500GENERAL OPERATIONS
DREAMFAR HIGH SCHOOL MARATHON INC
27 SCOTNEY RDCHESTNUT HILLMA02467273188990$15,000GENERAL OPERATIONS
EMPOWERING PEOPLE FOR INCLUSIVE COMMUNITIES
420 PEARL STREETMALDENMA02148042486905$10,000GENERAL OPERATIONS
FAMILIES CREATING TOGETHER
295 CENTRE STJAMAICA PLAINMA02130042754281$6,000GENERAL OPERATIONS
FAMILIES FOR JUSTICE AS HEALING
100R WARREN STREETROXBURYMA02119454148974$12,500GENERAL OPERATIONS
FATHERS' UPLIFT INC
100A WARREN STREETBOSTONMA02119461407932$20,000GENERAL OPERATIONS
FOOD LINK INC
32 OLDHAM ROADARLINGTONMA02474471840355$10,000GENERAL OPERATIONS
HAWTHORNE YOUTH AND COMMUNITY CENTER
9 FULDA STREETROXBURYMA02119042515797$15,000GENERAL OPERATIONS
HEALTHY WALTHAM
510 MOODY STWALTHAMMA02453461174988$5,000GENERAL OPERATIONS
HEBRON FOOD PANTRY INC
PO BOX 92ATTLEBOROMA02703043521011$5,000GENERAL OPERATIONS
IMMIGRANT FAMILY SERVICES CENTER (IFSI)
5 JALLEISON STREETHYDE PARMMA02136474400495$15,000GENERAL OPERATIONS
INSTITUTE FOR PAN AFRICAN CULTURAL EDUCATION
2836 WASHINGTON STROXBURYMA02119273912404$5,000GENERAL OPERATIONS
JUSTICE AT WORK
192 SOUTH ST SUITE 400BOSTONMA02111274670409$10,000GENERAL OPERATIONS
LEVEL GROUND MIXED MARTIAL ARTS
50 MILK STREETBOSTONMA02109043499852$20,000GENERAL OPERATIONS
LIVING INDEPENDENTLY FOR EQUALITY INC (LIFE CENTER)
PO BOX 2356BROCKTONMA02305222532503$10,000GENERAL OPERATIONS
LYNN UNITED FOR CHANGE EMPOWERMENT PROJECT
112 EXCHANGE STLYNNMA01901042660311$8,000GENERAL OPERATIONS
MATAHARI WOMEN WORKERS' CENTER
50 MILK STREET FLOOR 16BOSTONMA02109042261109$7,500GENERAL OPERATIONS
MUSICONNECTS
20 BELGRADE AVE 1ROSLINDALEMA02131710877553$10,000GENERAL OPERATIONS
NEIGHBORS UNITED FOR A BETTER EAST BOSTON (NUBE)
19 MERIDIAN ST SUITE 4BOSTONMA02128042261109$5,000GENERAL OPERATIONS
NEIGHBORS WHO CARE
PO BOX 541158WALTHAMMA02474134244456$7,500GENERAL OPERATIONS
NEW START PROJECT
42 SEAVERNS AVENUEJAMAICA PLAINMA02130043574060$5,000GENERAL OPERATIONS
ONE CAN HELP INC
32 NEHOIDEN ROADWABANMA02468204281579$7,500GENERAL OPERATIONS
OUR SPACE OUR PLACE INC
198 TREMONT ST BOX 325BOSTONMA02116438067695$5,000GENERAL OPERATIONS
OUT METROWEST
PO BOX 2122FRAMINGHAMMA01703465712986$15,000GENERAL OPERATIONS
PAIR PROJECT (POLITICAL ASYLUMIMMIGRATION REPRESENTATION)
254 FRIEND STREET 5TH FLOORBOSTONMA02114223003501$15,000GENERAL OPERATIONS
PIERSQUARED
78 CYPRESS STREETBROOKLINEMA02445474743694$8,500GENERAL OPERATIONS
RACHEL'S TABLE
633 SALISBURY STWORCESTERMA01609042104393$10,000GENERAL OPERATIONS
REFUGEE IMMIGRATION MINISTRY (RIM)
142 PLEASANT STREET SUITE 203MALDENMA02148043200436$20,000GENERAL OPERATIONS
RESILIENT CODERS
50 MILK STREET 16 FLOORBOSTONMA02109471882343$15,000GENERAL OPERATIONS
SAHELI SUPPORT AND FRIENDSHIP SOUTH ASIAN WOMEN
PO BOX 1345BURLINGTONMA01803030547972$15,000GENERAL OPERATIONS
SI SE PUEDE
PO BOX 53NORTH ANDOVERMA01845222632181$5,000GENERAL OPERATIONS
SIBLING CONNECTIONS
61 ROSELAND STREET - UNIT 2SOMERVILLEMA02143261519159$10,000GENERAL OPERATIONS
SPEAKOUT BOSTON
PO BOX 301223BOSTONMA02130042679788$7,500GENERAL OPERATIONS
THRIVE COMMUNITIES OF MASSACHUSETTS
175 CABOT STREET SUITE 100 E FORLOWELLMA01854451220191$5,000GENERAL OPERATIONSALL
WELCOME PROJECT THE
530 MYSTIC AVE 111SOMERVILLEMA02145043088140$10,000GENERAL OPERATIONS
WOMEN ENCOURAGING EMPOWERMENT INC (WEE)
POBOX 13REVEREMA02151043286531$10,000GENERAL OPERATIONS
WORCESTER INTERFAITH
111 PARK AVENUEWORCESTERMA01609043158699$10,000GENERAL OPERATIONS
WORCESTER REFUGEE ASSISTANCE PROJECT
484 MAIN ST SUITE 400WORCESTERMA01608320309547$11,500GENERAL OPERATIONS
FieldValueIRS element (for citing)
Total501c3 Org53Total501c3OrgCnt

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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