THE LENNY ZAKIM FUND INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE LENNY ZAKIM FUND INC (EIN 04-3485146)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349305235
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T11:03:15-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021293742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043485146 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LENNY ZAKIM FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O DLA PIPER LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LENN | BusinessNameControlTxt |
| Phone | 6174066036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 ARCH STREET 26TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101447 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDE GOLDMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6174066036 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 6179129000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 11:53:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 797C4527DD8FA635CA18458D5F36AC81F3168434 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 808B1D28703E5C3EA38D0C6AFAC88E3156F3957D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOE RODIO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 ARCH STREET 26TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101447 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,993,675 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | THELENNYZAKIMFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO 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 Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,765,057 | PYContributionsGrantsAmt |
| CY Contributions Grants | $963,702 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $173,680 | PYInvestmentIncomeAmt |
| CY Investment Income | $211,271 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$133,468 | PYOtherRevenueAmt |
| CY Other Revenue | -$18,403 | CYOtherRevenueAmt |
| PY Total Revenue | $1,805,269 | PYTotalRevenueAmt |
| CY Total Revenue | $1,156,570 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $541,850 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $591,600 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $168,204 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $196,871 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $51,730 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $45,725 | PYOtherExpensesAmt |
| CY Other Expenses | $100,186 | CYOtherExpensesAmt |
| PY Total Expenses | $755,779 | PYTotalExpensesAmt |
| CY Total Expenses | $888,657 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,049,490 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $267,913 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,090,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,476,439 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,061 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,486 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,059,255 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,443,953 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $740,438 | ExpenseAmt |
| Grant | $591,600 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $740,438 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDE GOLDMAN EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174066036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 ARCH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JENNIFER WINN ARONSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY BELKIN MOFENSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY CARTY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| YASMIN CRUZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETH DILL | ||||||
| CO-TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JANICE DITCHEK | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUZI KAITZ | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAREN KELLER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA LATSON GITTENS | ||||||
| DIRECTOR (UNTIL MARCH 2016) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SOFIA LINGOS PAPALIODIS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLEYNE MURRELL SMITH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN O'MALLEY | ||||||
| CO-TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOE RODIO | ||||||
| CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GABRIELA ROMANOW | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLENN ROTHMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN ROTHMAN | ||||||
| PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELAINE SAGER | ||||||
| AT LARGE, EXECUTIVE COMMITTEE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT SHERMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAM SLATER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELLIE STARR | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SHARI ZAKIM YACOUBY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEENA ZAKIM | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSH ZAKIM | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOYCE ZAKIM | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGG CROTEAU | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUDE GOLDMAN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $108,120 | $0 | $3,244 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $108,120 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,244 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $151,199 | FundraisingAmt |
| All Other Contributions | $812,503 | AllOtherContributionsAmt |
| Noncash Contributions | $16,357 | NoncashContributionsAmt |
| Total Contributions | $963,702 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,379 | TotalRevenueColumnAmt |
| Exclusion | $180,379 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $784,332 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $753,440 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,892 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,892 | TotalRevenueColumnAmt |
| Exclusion | $30,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $65,220 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $151,199 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $83,665 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,445 | TotalRevenueColumnAmt |
| Exclusion | -$18,445 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $42 | TotalRevenueColumnAmt |
| Exclusion | $42 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $42 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,156,570 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $192,868 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,600 | TotalAmt |
| Program Services | $591,600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,174 | TotalAmt |
| Program Services | $35,846 | ProgramServicesAmt |
| Management And General | $13,034 | ManagementAndGeneralAmt |
| Fundraising | $16,294 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,853 | TotalAmt |
| Program Services | $23,216 | ProgramServicesAmt |
| Management And General | $14,898 | ManagementAndGeneralAmt |
| Fundraising | $7,739 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,063 | TotalAmt |
| Program Services | $14,411 | ProgramServicesAmt |
| Management And General | $5,013 | ManagementAndGeneralAmt |
| Fundraising | $5,639 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,470 | TotalAmt |
| Program Services | $4,139 | ProgramServicesAmt |
| Management And General | $1,951 | ManagementAndGeneralAmt |
| Fundraising | $1,380 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,311 | TotalAmt |
| Program Services | $29,158 | ProgramServicesAmt |
| Management And General | $12,122 | ManagementAndGeneralAmt |
| Fundraising | $12,031 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,575 | TotalAmt |
| Management And General | $15,575 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,847 | TotalAmt |
| Program Services | $685 | ProgramServicesAmt |
| Management And General | $1,162 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,025 | TotalAmt |
| Program Services | $11,275 | ProgramServicesAmt |
| Management And General | $9,500 | ManagementAndGeneralAmt |
| Fundraising | $7,250 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,663 | TotalAmt |
| Program Services | $1,686 | ProgramServicesAmt |
| Management And General | $1,254 | ManagementAndGeneralAmt |
| Fundraising | $723 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,078 | TotalAmt |
| Management And General | $2,078 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM/EVENT EXP. | $34,433 | $26,007 | $7,752 | $674 |
| BANK SERVICE CHARGES | $7,060 | $7,060 | ||
| TRAINING | $2,800 | $1,000 | $1,800 | |
| DUES AND SUBSCRIPTIONS | $1,775 | $1,775 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,930 | TotalAmt |
| Program Services | $1,415 | ProgramServicesAmt |
| Management And General | $1,515 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $888,657 | TotalAmt |
| Program Services | $740,438 | ProgramServicesAmt |
| Management And General | $96,489 | ManagementAndGeneralAmt |
| Fundraising | $51,730 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,351 | BOYAmt |
| EOY | $26,165 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,422,143 | BOYAmt |
| EOY | $541,281 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,000 | BOYAmt |
| EOY | $8,740 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,250 | BOYAmt |
| EOY | $6,750 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,578,947 | BOYAmt |
| EOY | $4,893,065 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,625 | BOYAmt |
| EOY | $438 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,090,316 | BOYAmt |
| EOY | $5,476,439 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,061 | BOYAmt |
| EOY | $32,486 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,061 | BOYAmt |
| EOY | $32,486 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,410,654 | BOYAmt |
| EOY | $1,411,697 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,194,163 | BOYAmt |
| EOY | $1,377,818 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,454,438 | BOYAmt |
| EOY | $2,654,438 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,059,255 | BOYAmt |
| EOY | $5,443,953 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,090,316 | BOYAmt |
| EOY | $5,476,439 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $267,913 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $116,785 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $623,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $785,886 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $734,669 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,765,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $963,702 | CurrentTaxYearAmt |
| Total | $4,873,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $623,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $785,886 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $734,669 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,765,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $963,702 | CurrentTaxYearAmt |
| Total | $4,873,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $936,606 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,936,394 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $113,006 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $213,479 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $220,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180,379 | CurrentTaxYearAmt |
| Total | $884,444 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $50,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,262 | CurrentTaxYearAmt |
| Total | $320,694 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,078,138 | TotalSupportAmt |
| Public Support CY170 | 0.64760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,578,947 | BeginningYearBalanceAmt |
| Contributions | $1,055,000 | ContributionsAmt |
| Investment Earnings Or Losses | $312,301 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $53,183 | OtherExpendituresAmt |
| End Year Balance | $4,893,065 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,723,694 | BeginningYearBalanceAmt |
| Contributions | $19,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$110,247 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $54,000 | OtherExpendituresAmt |
| End Year Balance | $3,578,947 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,458,954 | BeginningYearBalanceAmt |
| Contributions | $61,500 | ContributionsAmt |
| Investment Earnings Or Losses | $255,240 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $52,000 | OtherExpendituresAmt |
| End Year Balance | $3,723,694 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,906,742 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $602,203 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $49,991 | OtherExpendituresAmt |
| End Year Balance | $3,458,954 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,659,718 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $298,870 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $51,846 | OtherExpendituresAmt |
| End Year Balance | $2,906,742 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20610 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52210 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27190 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY CUSTODIAL ACCOUNTS | $31,061 |
| MISCELLANEOUS LIABILITIES | $1,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $32,486 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,415,882 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $116,785 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $86,798 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$15,575 | OtherRevenueAmt |
| Revenue Not Reported | $188,008 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,227,874 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$71,304 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$71,304 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,156,570 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,031,184 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $86,798 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $71,304 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $158,102 | ExpensesNotReportedAmt |
| Expenses Subtotal | $873,082 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $15,575 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $15,575 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $888,657 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2013. 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 -15,575. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B -71,346. OTHER INCOME NETTED WITH EXPENSES 42. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B 71,346. OTHER INCOME NETTED WITH EXPENSES -42. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSE NETTED WITH INVESTMENT INCOME ON AUDITED FS 15,575. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CASINO NIGHT | Event1Nm |
| Gross Receipts Event1 | $216,419 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $151,199 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $65,220 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,845 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $53,475 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,580 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $16,765 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $216,419 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $151,199 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $65,220 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,845 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $53,475 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,580 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,765 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $83,665 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$18,445 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (45 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACCESS ESOL | |||||||
| 244 HARRISON AVENUE | BOSTON | MA | 02111 | 043119349 | $10,000 | GENERAL OPERATIONS | |
| ALRAY TAYLOR SCHOLARS | |||||||
| PO BOX 960400 | BOSTON | MA | 02196 | 270955022 | $7,500 | GENERAL OPERATIONS | |
| BACKYARD GROWERS | |||||||
| 269 MAIN STREET | GLOUCESTER | MA | 01930 | 743101523 | $10,000 | GENERAL OPERATIONS | |
| BALLETROX | |||||||
| PO BOX 301334 | JAMAICA PLAIN | MA | 02130 | 043140205 | $12,500 | GENERAL OPERATIONS | |
| BODHI AND MIND YOGA | |||||||
| 162 WILLOW STREET APT 1 | WEST ROXBURY | MA | 02132 | 461876554 | $10,000 | GENERAL OPERATIONS | |
| BOSTON AREA GLEANERS | |||||||
| 240 BEAVER ST | WALTHAM | MA | 02452 | 300434755 | $20,000 | GENERAL OPERATIONS | |
| BOSTON YOUTH WRESTLING | |||||||
| 1663 BLUE HILL AVENUE | MATTAPAN | MA | 02126 | 454450102 | $17,500 | GENERAL OPERATIONS | |
| BRAZILIAN WOMEN'S GROUP | |||||||
| 697 CAMBRIDGE STREET SUITE 106 | BRIGHTON | MA | 02135 | 043549382 | $7,500 | GENERAL OPERATIONS | |
| BREAD OF LIFE | |||||||
| 54 EASTERN AVENUE REAR | MALDEN | MA | 02148 | 223199801 | $10,000 | GENERAL OPERATIONS | |
| BROCKTON INTERFAITH COMMUNITY | |||||||
| 65 W ELM ST | BROCKTON | MA | 02301 | 223135464 | $10,000 | GENERAL OPERATIONS | |
| CENTRO COMUNITARIO DE TRAB | |||||||
| PO BOX 1210 | NEW BEDFORD | MA | 02740 | 270445556 | $33,000 | GENERAL OPERATIONS | |
| CHICA PROJECT THE | |||||||
| 25 NEW CHARDON STREET PO BOX 5760 | BOSTON | MA | 02114 | 020532474 | $10,000 | GENERAL OPERATIONS | 02114 |
| CITY STAGE COMPANY | |||||||
| 539 TREMONT ST | BOSTON | MA | 02118 | 510147180 | $10,000 | GENERAL OPERATIONS | |
| COMMUNITY COOKS | |||||||
| 1 SUMMER STREET | SOMERVILLE | MA | 02143 | 452351381 | $10,000 | GENERAL OPERATIONS | |
| CVC UNIDO | |||||||
| 268 BOWDOIN ST | DORCHESTER | MA | 02122 | 300774430 | $7,500 | GENERAL OPERATIONS | |
| DREAM OUT LOUD | |||||||
| 1 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | 043528626 | $17,500 | GENERAL OPERATIONS | |
| ENGLISH AT LARGE | |||||||
| 800 WEST CUMMINGS PARK SUITE 5550 | WOBURN | MA | 01801 | 043050593 | $15,000 | GENERAL OPERATIONS | |
| ESSEX COUNTY COMMUNITY ORGANIZATION | |||||||
| 74 SOUTH COMMON ST | LYNN | MA | 01902 | 042768237 | $7,500 | GENERAL OPERATIONS | |
| FAMILIES CREATING TOGETHER | |||||||
| 295 CENTRE ST | JAMAICA PLAIN | MA | 02130 | 042754281 | $8,500 | GENERAL OPERATIONS | |
| FAMILIES FOR JUSTICE AS HEALING | |||||||
| PO BOX 14 | BOSTON | MA | 02121 | 043574060 | $12,500 | GENERAL OPERATIONS | |
| FATHERS' UPLIFT | |||||||
| 100A WARREN STREET | BOSTON | MA | 02119 | 461407932 | $20,000 | GENERAL OPERATIONS | |
| FOOD LINK INC | |||||||
| 32 OLDHAM ROAD | ARLINGTON | MA | 02474 | 471840355 | $7,500 | GENERAL OPERATIONS | |
| HAVEN PROJECT INC | |||||||
| 57 MUNROE ST | LYNN | MA | 01901 | 453797693 | $15,000 | GENERAL OPERATIONS | |
| INSTITUTE FOR PAN-AFRICAN CULTURAL EDUC | |||||||
| 2836 WASHINGTON ST | ROXBURY | MA | 02119 | 273912404 | $15,000 | GENERAL OPERATIONS | |
| LEVEL GROUND MMA | |||||||
| 527 COLUMBIA RD | BOSTON | MA | 02125 | 043499852 | $7,500 | GENERAL OPERATIONS | |
| LIFE CENTER | |||||||
| PO BOX 2356 | BROCKTON | MA | 02305 | 222532503 | $10,000 | GENERAL OPERATIONS | |
| LYNN UNITED FOR CHANGE EMPOWERMENT | |||||||
| 112 EXCHANGE ST | LYNN | MA | 01901 | 042660311 | $8,000 | GENERAL OPERATIONS | |
| MASS TRANSGENDER POLITICAL COALITION | |||||||
| PO BOX 960784 | BOSTON | MA | 02196 | 042785336 | $20,000 | GENERAL OPERATIONS | |
| MULT AIDS COALENCUENTRO | |||||||
| 31 HEATH STREET SUITE 12 | JAMAICA PLAIN | MA | 02130 | 043042926 | $10,000 | GENERAL OPERATIONS | |
| MULTIAIDS COALCITIZENS FOR SAFETY | |||||||
| 31 HEATH STREET SUITE 12 | JAMAICA PLAIN | MA | 02130 | 800380414 | $10,000 | GENERAL OPERATIONS | |
| MUSICONNECTS | |||||||
| 20 BELGRADE AVE 1 | ROSLINDALE | MA | 02131 | 710877553 | $10,000 | GENERAL OPERATIONS | |
| MUSLIM JUSTICE LEAGUE | |||||||
| 51 MELCHER ST | BOSTON | MA | 02210 | 474049679 | $20,000 | GENERAL OPERATIONS | |
| NORTH SHORE WORKERS' COMM FUND | |||||||
| 112 EXCHANGE ST | LYNN | MA | 01902 | 383851441 | $10,000 | GENERAL OPERATIONS | |
| ON COMMON GROUND | |||||||
| 453 SOUTH MAIN STREET | ATTLEBORO | MA | 02703 | 270231035 | $7,500 | GENERAL OPERATIONS | |
| OUR RESTORATIVE JUSTICE | |||||||
| 175 CABOT STREET SUITE 100 | LOWELL | MA | 01854 | 461123660 | $10,000 | GENERAL OPERATIONS | |
| OUT METROWEST | |||||||
| PO BOX 2122 | FRAMINGHAM | MA | 01703 | 465712986 | $10,000 | GENERAL OPERATIONS | |
| PARTAKERS INC | |||||||
| 230 CENTRAL STREET | AUBURNDALE | MA | 02466 | 043379946 | $10,000 | GENERAL OPERATIONS | |
| REFUGEE IMMIGRATION MINISTRY | |||||||
| 6 PLEASANT STREET SUITE 612 | MALDEN | MA | 02148 | 043200436 | $10,000 | GENERAL OPERATIONS | |
| RISE ABOVE FOUNDATION | |||||||
| PO BOX 174 | NORTHBRIDGE | MA | 01534 | 271409946 | $15,000 | GENERAL OPERATIONS | |
| SISTER MARY HEART CHILDRENS' PROGRAMS | |||||||
| 175 RUGGLES ST | ROXBURY | MA | 02120 | 530196617 | $9,000 | GENERAL OPERATIONS | |
| STUDENT IMMIGRANT MOVEMENT | |||||||
| 9A HAMILTON PLACE | BOSTON | MA | 02108 | 222604923 | $10,000 | GENERAL OPERATIONS | |
| THIRD SECTOR NEW ENGLAND | |||||||
| 89 SOUTH STREET 700 | BOSTON | MA | 02111 | 042261109 | $7,500 | GENERAL OPERATIONS | |
| WOMEN ENCOURAGING EMPOWERMENT | |||||||
| PO BOX 13 | REVERE | MA | 02151 | 043286531 | $7,500 | GENERAL OPERATIONS | |
| WORCESTER INTERFAITH | |||||||
| 111 PARK AVENUE | WORCESTER | MA | 01609 | 043158699 | $7,500 | GENERAL OPERATIONS | |
| YOUTH HUB | |||||||
| 44 MOULTRIE ST | DORCHESTER | MA | 02124 | 042261109 | $7,500 | GENERAL OPERATIONS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 45 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $16,357 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,319 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTED SECURITIES IS BASED ON THE NUMBER OF GIFTS. THE NUMBER OF OTHER CONTRIBUTIONS IS BASED ON THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
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