2017-11-15T11:03:15-06:00 2016-12-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 021293742 990 2016-01-01 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 2017-11-15 1 LYNNE JOHNSON P00757336 6179129000 108.171.131.186 2017-11-15 11:53:05 ES P 797C4527DD8FA635CA18458D5F36AC81F3168434 808B1D28703E5C3EA38D0C6AFAC88E3156F3957D 2016 2021-01-29 14:40:06Z JOE RODIO 33 ARCH STREET 26TH FLOOR BOSTON MA 021101447 1993675 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. 24 24 3 50 0 0 1765057 963702 0 0 173680 211271 -133468 -18403 1805269 1156570 541850 591600 0 0 168204 196871 0 0 51730 45725 100186 755779 888657 1049490 267913 5090316 5476439 31061 32486 5059255 5443953 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 740438 591600 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. 740438 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 1 0 0 0 0 0 0 0 0 1 0 0 3 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 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 JENNIFER WINN ARONSON BOARD MEMBER 1.00 X 0 0 0 AMY BELKIN MOFENSON BOARD MEMBER 1.00 X 0 0 0 MARY CARTY BOARD MEMBER 1.00 X 0 0 0 YASMIN CRUZ BOARD MEMBER 1.00 X 0 0 0 BETH DILL CO-TREASURER 1.00 X X 0 0 0 JANICE DITCHEK BOARD MEMBER 2.00 X 0 0 0 SUZI KAITZ BOARD MEMBER 2.00 X 0 0 0 CAREN KELLER BOARD MEMBER 1.00 X 0 0 0 DONNA LATSON GITTENS DIRECTOR (UNTIL MARCH 2016) 1.00 X 0 0 0 SOFIA LINGOS PAPALIODIS BOARD MEMBER 1.00 X 0 0 0 CHARLEYNE MURRELL SMITH BOARD MEMBER 1.00 X 0 0 0 KEVIN O'MALLEY CO-TREASURER 2.00 X X 0 0 0 JOE RODIO CHAIR 10.00 X X 0 0 0 GABRIELA ROMANOW BOARD MEMBER 1.00 X 0 0 0 GLENN ROTHMAN BOARD MEMBER 1.00 X 0 0 0 SUSAN ROTHMAN PAST CHAIR 2.00 X X 0 0 0 ELAINE SAGER AT LARGE, EXECUTIVE COMMITTEE 2.00 X X 0 0 0 ROBERT SHERMAN BOARD MEMBER 1.00 X 0 0 0 SAM SLATER BOARD MEMBER 1.00 X 0 0 0 ELLIE STARR VICE CHAIR 1.00 X X 0 0 0 SHARI ZAKIM YACOUBY BOARD MEMBER 1.00 X 0 0 0 DEENA ZAKIM BOARD MEMBER 1.00 X 0 0 0 JOSH ZAKIM SECRETARY 1.00 X X 0 0 0 JOYCE ZAKIM BOARD MEMBER 1.00 X 0 0 0 GREGG CROTEAU BOARD MEMBER 1.00 X 0 0 0 JUDE GOLDMAN EXECUTIVE DIRECTOR 40.00 X 108120 0 3244 108120 0 3244 1 0 0 0 0 151199 812503 16357 963702 180379 180379 784332 753440 30892 30892 30892 65220 151199 83665 -18445 -18445 OTHER REVENUE 900099 42 42 42 1156570 0 0 192868 591600 591600 65174 35846 13034 16294 45853 23216 14898 7739 25063 14411 5013 5639 7470 4139 1951 1380 53311 29158 12122 12031 15575 15575 1847 685 1162 28025 11275 9500 7250 3663 1686 1254 723 2078 2078 PROGRAM/EVENT EXP. 34433 26007 7752 674 BANK SERVICE CHARGES 7060 7060 TRAINING 2800 1000 1800 DUES AND SUBSCRIPTIONS 1775 1775 2930 1415 1515 888657 740438 96489 51730 6351 26165 1422143 541281 65000 8740 3250 6750 3578947 4893065 14625 438 5090316 5476439 31061 32486 31061 32486 X 1410654 1411697 1194163 1377818 2454438 2654438 5059255 5443953 5090316 5476439 267913 116785 0 X 0 1 X 1 0 X 623686 785886 734669 1765057 963702 4873000 623686 785886 734669 1765057 963702 4873000 936606 3936394 113006 157152 213479 220428 180379 884444 41973 50924 162535 65262 320694 6078138 0.64760 0.66440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3578947 1055000 312301 53183 4893065 3723694 19500 -110247 54000 3578947 3458954 61500 255240 52000 3723694 2906742 602203 49991 3458954 2659718 298870 51846 2906742 0.20610 0.52210 0.27190 0 0 0 AGENCY CUSTODIAL ACCOUNTS 31061 MISCELLANEOUS LIABILITIES 1425 32486 X 1415882 116785 86798 -15575 188008 1227874 -71304 -71304 1156570 1031184 86798 71304 158102 873082 15575 15575 888657 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. CASINO NIGHT 216419 151199 65220 8845 53475 4580 16765 216419 151199 65220 8845 53475 4580 16765 83665 -18445 1 ACCESS ESOL 244 HARRISON AVENUE BOSTON MA 02111 043119349 10000 GENERAL OPERATIONS ALRAY TAYLOR SCHOLARS PO BOX 960400 BOSTON MA 02196 270955022 7500 GENERAL OPERATIONS BACKYARD GROWERS 269 MAIN STREET GLOUCESTER MA 01930 743101523 10000 GENERAL OPERATIONS BALLETROX PO BOX 301334 JAMAICA PLAIN MA 02130 043140205 12500 GENERAL OPERATIONS BODHI AND MIND YOGA 162 WILLOW STREET APT 1 WEST ROXBURY MA 02132 461876554 10000 GENERAL OPERATIONS BOSTON AREA GLEANERS 240 BEAVER ST WALTHAM MA 02452 300434755 20000 GENERAL OPERATIONS BOSTON YOUTH WRESTLING 1663 BLUE HILL AVENUE MATTAPAN MA 02126 454450102 17500 GENERAL OPERATIONS BRAZILIAN WOMEN'S GROUP 697 CAMBRIDGE STREET SUITE 106 BRIGHTON MA 02135 043549382 7500 GENERAL OPERATIONS BREAD OF LIFE 54 EASTERN AVENUE REAR MALDEN MA 02148 223199801 10000 GENERAL OPERATIONS BROCKTON INTERFAITH COMMUNITY 65 W ELM ST BROCKTON MA 02301 223135464 10000 GENERAL OPERATIONS CENTRO COMUNITARIO DE TRAB PO BOX 1210 NEW BEDFORD MA 02740 270445556 33000 GENERAL OPERATIONS CHICA PROJECT THE 25 NEW CHARDON STREET PO BOX 5760 02114 BOSTON MA 02114 020532474 10000 GENERAL OPERATIONS CITY STAGE COMPANY 539 TREMONT ST BOSTON MA 02118 510147180 10000 GENERAL OPERATIONS COMMUNITY COOKS 1 SUMMER STREET SOMERVILLE MA 02143 452351381 10000 GENERAL OPERATIONS CVC UNIDO 268 BOWDOIN ST DORCHESTER MA 02122 300774430 7500 GENERAL OPERATIONS DREAM OUT LOUD 1 JOHNNY CAKE HILL NEW BEDFORD MA 02740 043528626 17500 GENERAL OPERATIONS ENGLISH AT LARGE 800 WEST CUMMINGS PARK SUITE 5550 WOBURN MA 01801 043050593 15000 GENERAL OPERATIONS ESSEX COUNTY COMMUNITY ORGANIZATION 74 SOUTH COMMON ST LYNN MA 01902 042768237 7500 GENERAL OPERATIONS FAMILIES CREATING TOGETHER 295 CENTRE ST JAMAICA PLAIN MA 02130 042754281 8500 GENERAL OPERATIONS FAMILIES FOR JUSTICE AS HEALING PO BOX 14 BOSTON MA 02121 043574060 12500 GENERAL OPERATIONS FATHERS' UPLIFT 100A WARREN STREET BOSTON MA 02119 461407932 20000 GENERAL OPERATIONS FOOD LINK INC 32 OLDHAM ROAD ARLINGTON MA 02474 471840355 7500 GENERAL OPERATIONS HAVEN PROJECT INC 57 MUNROE ST LYNN MA 01901 453797693 15000 GENERAL OPERATIONS INSTITUTE FOR PAN-AFRICAN CULTURAL EDUC 2836 WASHINGTON ST ROXBURY MA 02119 273912404 15000 GENERAL OPERATIONS LEVEL GROUND MMA 527 COLUMBIA RD BOSTON MA 02125 043499852 7500 GENERAL OPERATIONS LIFE CENTER PO BOX 2356 BROCKTON MA 02305 222532503 10000 GENERAL OPERATIONS LYNN UNITED FOR CHANGE EMPOWERMENT 112 EXCHANGE ST LYNN MA 01901 042660311 8000 GENERAL OPERATIONS MASS TRANSGENDER POLITICAL COALITION PO BOX 960784 BOSTON MA 02196 042785336 20000 GENERAL OPERATIONS MULT AIDS COALENCUENTRO 31 HEATH STREET SUITE 12 JAMAICA PLAIN MA 02130 043042926 10000 GENERAL OPERATIONS MULTIAIDS COALCITIZENS FOR SAFETY 31 HEATH STREET SUITE 12 JAMAICA PLAIN MA 02130 800380414 10000 GENERAL OPERATIONS MUSICONNECTS 20 BELGRADE AVE 1 ROSLINDALE MA 02131 710877553 10000 GENERAL OPERATIONS MUSLIM JUSTICE LEAGUE 51 MELCHER ST BOSTON MA 02210 474049679 20000 GENERAL OPERATIONS NORTH SHORE WORKERS' COMM FUND 112 EXCHANGE ST LYNN MA 01902 383851441 10000 GENERAL OPERATIONS ON COMMON GROUND 453 SOUTH MAIN STREET ATTLEBORO MA 02703 270231035 7500 GENERAL OPERATIONS OUR RESTORATIVE JUSTICE 175 CABOT STREET SUITE 100 LOWELL MA 01854 461123660 10000 GENERAL OPERATIONS OUT METROWEST PO BOX 2122 FRAMINGHAM MA 01703 465712986 10000 GENERAL OPERATIONS PARTAKERS INC 230 CENTRAL STREET AUBURNDALE MA 02466 043379946 10000 GENERAL OPERATIONS REFUGEE IMMIGRATION MINISTRY 6 PLEASANT STREET SUITE 612 MALDEN MA 02148 043200436 10000 GENERAL OPERATIONS RISE ABOVE FOUNDATION PO BOX 174 NORTHBRIDGE MA 01534 271409946 15000 GENERAL OPERATIONS SISTER MARY HEART CHILDRENS' PROGRAMS 175 RUGGLES ST ROXBURY MA 02120 530196617 9000 GENERAL OPERATIONS STUDENT IMMIGRANT MOVEMENT 9A HAMILTON PLACE BOSTON MA 02108 222604923 10000 GENERAL OPERATIONS THIRD SECTOR NEW ENGLAND 89 SOUTH STREET 700 BOSTON MA 02111 042261109 7500 GENERAL OPERATIONS WOMEN ENCOURAGING EMPOWERMENT PO BOX 13 REVERE MA 02151 043286531 7500 GENERAL OPERATIONS WORCESTER INTERFAITH 111 PARK AVENUE WORCESTER MA 01609 043158699 7500 GENERAL OPERATIONS YOUTH HUB 44 MOULTRIE ST DORCHESTER MA 02124 042261109 7500 GENERAL OPERATIONS 45 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. X 3 16357 FAIR MARKET VALUE X AUCTION ITEMS 18 12319 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTED SECURITIES IS BASED ON THE NUMBER OF GIFTS. THE NUMBER OF OTHER CONTRIBUTIONS IS BASED ON THE NUMBER OF CONTRIBUTORS. 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.