2015-11-09T11:15:29-06:00 2014-12-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 021293742 990 2014-01-01 043485146 THE LENNY ZAKIM FUND CO DLA PIPER LLP LENN 6174066036 33 ARCH STREET 26TH FLOOR BOSTON MA 021101447 JUDE GOLDMAN EXECUTIVE DIRECTOR 6174066036 2015-11-09 1 LYNNE JOHNSON P00757336 6179129000 2014 2016-04-25 22:37:26Z SUSAN ROTHMAN 33 ARCH STREET 26TH FLOOR BOSTON MA 021101447 1598526 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. 27 27 2 44 0 0 726388 734669 0 0 215747 264423 10544 -10762 952679 988330 505400 501750 0 0 147986 159554 0 0 42676 68880 63533 722266 724837 230413 263493 4044986 4311720 31061 31061 4013925 4280659 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 621897 501750 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. 621897 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 2 1 0 0 0 0 0 1 1 0 0 0 0 X 27 27 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 MA X JUDE GOLDMAN EXECUTIVE DIRECTOR 6174066036 33 ARCH STREET BOSTON MA 02110 JENNIFER ARONSON TREASURER - THRU NOV. 2014 1.00 X X 0 0 0 AMY BELKIN DIRECTOR 1.00 X 0 0 0 MARY CARTY DIRECTOR 1.00 X 0 0 0 CAREN KELLER DIRECTOR 1.00 X 0 0 0 CHARLAYNE MURRELL-SMITH DIRECTOR 1.00 X 0 0 0 GABRIELA ROMANOW DIRECTOR 1.00 X 0 0 0 GLENN ROTHMAN DIRECTOR 1.00 X 0 0 0 ELAINE SAGER DIRECTOR 1.00 X 0 0 0 DONNA LATSON GITTENS DIRECTOR 1.00 X 0 0 0 JOE GOODMAN DIRECTOR 1.00 X 0 0 0 ELLIE STARR VICE CHAIR - THRU AUG. 2014 1.00 X X 0 0 0 JOSH ZAKIM SECRETARY 1.00 X X 0 0 0 JOYCE ZAKIM DIRECTOR 1.00 X 0 0 0 SUSAN ROTHMAN CHAIR 15.00 X X 0 0 0 JANICE DITCHEK VICE CHAIR - THRU AUG. 2014 10.00 X X 0 0 0 ROBERT SHERMAN DIRECTOR 1.00 X 0 0 0 KEVIN O'MALLEY DIRECTOR 1.00 X 0 0 0 DEENA ZAKIM DIRECTOR 1.00 X 0 0 0 SHARI ZAKIM DIRECTOR 1.00 X 0 0 0 SAM SLATER DIRECTOR 1.00 X 0 0 0 RICHARD KRUPP DIRECTOR 1.00 X 0 0 0 SOFIA LINGOS-PAPALIODIS TREASURER - FROM DEC. 2014 1.00 X X 0 0 0 BETH DILL DIRECTOR 1.00 X 0 0 0 SUZI KAITZ DIRECTOR 1.00 X 0 0 0 YASMIN CRUZ DIRECTOR 1.00 X 0 0 0 HAROLD SCHWARTZ DIRECTOR 1.00 X 0 0 0 JOE RODIO VICE CHAIR - FROM SEPT. 2014 1.00 X X 0 0 0 JUDE GOLDMAN EXECUTIVE DIRECTOR 40.00 X 101535 0 3046 101535 0 3046 1 0 0 0 0 120285 614384 32893 734669 213479 213479 599454 548510 50944 50944 50944 50924 120285 61686 -10762 -10762 988330 0 0 253661 501750 501750 62752 37651 6275 18826 31501 18416 10016 3069 16360 9516 2086 4758 3656 2193 1097 366 45285 27172 7420 10693 12267 12267 7124 1668 5456 10938 3112 3911 3915 3291 1673 1024 594 1486 1486 PROGRAM/EVENT 14686 14686 BANK SERVICE CHARGES 5211 5211 TRAINING 4250 4060 190 DUES AND SUBSCRIPTIONS 840 840 3440 2985 455 724837 621897 60264 42676 5328 28027 589271 647322 60000 6250 3390387 3630121 4044986 4311720 31061 31061 31061 31061 X 459971 541965 1180516 1303756 2373438 2434938 4013925 4280659 4044986 4311720 263493 3241 0 X 0 1 X 1 0 X 588555 571706 623686 785886 734669 3304502 588555 571706 623686 785886 734669 3304502 505846 2798656 42882 52369 113006 157152 213479 578888 84815 41973 50924 177712 4061102 0.68910 0.71660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3458954 61500 255240 52000 3723694 2906742 602203 49991 3458954 2659718 298870 51846 2906742 2407304 252414 2659718 2085388 3180 318736 2407304 0.65390 0.34610 0 0 0 AGENCY CUSTODIAL ACCOUNTS 31061 31061 X 1111470 3241 70480 -12267 61454 1050016 -61686 -61686 988330 844736 70480 61686 132166 712570 12267 12267 724837 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 2011. 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 -12,267. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B -61,686. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B 61,686. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSE NETTED WITH INVESTMENT INCOME ON AUDIT 12,267. CASINO NIGHT 163259 113585 49674 14085 11500 27608 5036 2207 DOFFIE PROJECT ART SALE 6250 5000 1250 1250 1 1700 1700 171209 120285 50924 14085 11500 27608 5036 3457 61686 -10762 1 3RD EYE YOUTH EMPOWERMENT INC 48 UNION ST NEW BEDFORD MA 02740 043582197 501(C)(3) 7500 GENERAL OPERATIONS ALL DORCHESTER SPORTS LEAGUE INC 1565 DORCHESTER AVENUE DORCHESTER MA 02122 222827346 501(C)(3) 15000 GENERAL OPERATIONS AMERICAN CHINESE CHRISTIAN EDUCATIONAL AND SOCIAL SERVICES 244 HARRISON AVE BOSTON MA 02111 043119349 501(C)(3) 10000 GENERAL OPERATIONS ANGKOR DANCE TROUPE INC PO BOX 1553 LOWELL MA 01853 223066416 501(C)(3) 7500 GENERAL OPERATIONS ASIAN WOMEN FOR HEALTH INC 83 WALLACE STREET SOMERVILLE MA 02144 320390494 501(C)(3) 7500 GENERAL OPERATIONS BOSTON AREA GLEANERS INC 240 BEAVER STREET 212 WALTHAM MA 02452 300434755 501(C)(3) 10000 GENERAL OPERATIONS BEANTOWN SOCIETY C/O SPONTANEOUS CELEBRATIONS 45 DANFORTH STREET JAMAICA PLAIN MA 02130 013253364 501(C)(3) 10000 GENERAL OPERATIONS BOSTON WORKERS ALLIANCE 411 BLUE HILL AVENUE BOSTON MA 02121 208855294 501(C)(3) 7500 GENERAL OPERATIONS BREAD OF LIFE 54 EASTERN AVENUE REAR MALDEN MA 02146 223199801 501(C)(3) 10000 GENERAL OPERATIONS BROCKTON INTERFAITH COMMUNITY 65 W ELM ST BROCKTON MA 02301 223135464 501(C)(3) 7500 GENERAL OPERATIONS CENTER TO SUPPORT IMMIGRANT ORGANIZING 89 SOUTH STREET 700 BOSTON MA 02111 042261109 501(C)(3) 10000 GENERAL OPERATIONS CITIZENS FOR SAFETY INC 31 HEATH STREET SUITE 12 JAMAICA PLAIN MA 02130 800380414 501(C)(3) 7500 GENERAL OPERATIONS COACHING FOR CHANGE INC 75 AMORY STREET BOSTON MA 02119 273708397 501(C)(3) 15000 GENERAL OPERATIONS COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SE MA- CEDC 1285 ACUSHNET AVENUE NEW BEDFORD MA 02746 043371170 501(C)(3) 12000 GENERAL OPERATIONS COMMUNITY COOKS 1 SUMMER STREET SOMERVILLE MA 02143 452351381 501(C)(3) 10000 GENERAL OPERATIONS DISCOVER ROXBURY 183 ROXBURY STREET BOSTON MA 02119 311727680 501(C)(3) 10000 GENERAL OPERATIONS DOC WAYNE YOUTH SERVICES 418 COMMONWEALTH AVENUE BOSTON MA 02215 274216064 501(C)(3) 10000 GENERAL OPERATIONS DREAMFAR HIGH SCHOOL MARATHON INC 27 SCOTNEY ROAD CHESTNUT HILL MA 02467 273188990 501(C)(3) 12500 GENERAL OPERATIONS EMPOWERING PEOPLE FOR INCLUSIVE COMMUNITIES 420 PEARL STREET MALDEN MA 02148 042486905 501(C)(3) 7500 GENERAL OPERATIONS MULTICULTURAL AIDS COALITION INC - ENCUENTRO DIASPORA AFRO 31 HEATH STREET JAMAICA PLAIN MA 02130 043042926 501(C)(3) 8000 GENERAL OPERATIONS ENGLISH AT LARGE 800 CUMMINGS PARK DR 5550 WOBURN MA 01801 043050593 501(C)(3) 7500 GENERAL OPERATIONS ESSEX COUNTY COMMUNITY ORGANIZATION (ECCO) 74 S COMMON ST LYNN MA 01902 042768237 501(C)(3) 7500 GENERAL OPERATIONS FAMILIES CREATING TOGETHER 295 CENTRE STREET JAMAICA PLAIN MA 02130 042754281 501(C)(3) 7500 GENERAL OPERATIONS FOUND IN TRANSLATION 21 DRYDOCK AVENUE BOSTON MA 02210 453302596 501(C)(3) 10000 GENERAL OPERATIONS FRANKLIN PARK COALITION PO BOX 302333 BOSTON MA 02130 042693908 501(C)(3) 8500 GENERAL OPERATIONS HAVEN PROJECT INC 65 MUNROE ST LYNN MA 01901 453797693 501(C)(3) 7500 GENERAL OPERATIONS JUSTICE AT WORK 192 SOUTH STREET STE 400 BOSTON MA 02111 274670409 501(C)(3) 15000 GENERAL OPERATIONS LOUIS D BROWN PEACE INSTITUTE 15 CHRISTOPHER STREET DORCHESTER MA 02122 263068254 501(C)(3) 7500 GENERAL OPERATIONS LUCY'S LOVE BUS PO BOX 464 AMESBURY MA 01913 204036256 501(C)(3) 7500 GENERAL OPERATIONS LYNN NEIGHBOR TO NEIGHBOR 262 WASHINGTON STREET 3RD FLOOR BOSTON MA 02108 043507716 501(C)(3) 7500 GENERAL OPERATIONS MASSACHUSETTS TRANSGENDER POLITICAL COALITION PO BOX 960784 BOSTON MA 02196 042785336 501(C)(3) 10000 GENERAL OPERATIONS MILL CITY GROWS CO YWCA OF LOWELL 206 ROGERS ST LOWELL MA 01852 042105876 501(C)(3) 7500 GENERAL OPERATIONS MYSTIC LEARNING CENTER 530 MYSTIC AVENUE SOMERVILLE MA 02145 222800993 501(C)(3) 8500 GENERAL OPERATIONS NORTH SHORE WORKERS COMMUNITY FUND 112 EXCHANGE ST LYNN MA 01901 383851441 501(C)(3) 7500 GENERAL OPERATIONS OUR RESTORATIVE JUSTICE (FKA JCRJD) 175 CABOT STREET SUITE 100 LOWELL MA 01854 461123660 501(C)(3) 7500 GENERAL OPERATIONS PARTAKERS INC 230 CENTAL ST AUBURNDALE MA 02466 043379946 501(C)(3) 7500 GENERAL OPERATIONS SAHELI SUPPORT AND FRIENDSHIP SOUTH ASIAN WOMEN PO BOX 1345 BURLINGTON MA 01803 030547972 501(C)(3) 10000 GENERAL OPERATIONS WAYPOINT ADVENTURE INC 225 NEWTONVILLE AVENUE NEWTON MA 02458 273045996 501(C)(3) 10000 GENERAL OPERATIONS THE WELCOME PROJECT 530 MYSTIC AVENUE 111 SOMERVILLE MA 02145 043088140 501(C)(3) 7500 GENERAL OPERATIONS WOMEN ENCOURAGING EMPOWERMENT INC (WEE) PO BOX 13 REVERE MA 02151 043286531 501(C)(3) 7500 GENERAL OPERATIONS YOUTH AND FAMILY ENRICHMENT SERVICES (YOFES) 1234 HYDE PARK AVENUE SUITE 104 HYDE PARK MA 02136 050588064 501(C)(3) 10000 GENERAL OPERATIONS SISTER MARY HART CHILDREN'S PROGRAMS 3211 4TH ST NE WASHINGTON MA 20017 530196617 501(C)(3) 7500 GENERAL OPERATIONS SOUTH BOSTON EN ACCION 10 LOGAN WAY BASEMENT SOUTH BOSTON MA 02127 364622949 501(C)(3) 7500 GENERAL OPERATIONS YAD CHESSED FUND PO BOX 550252 NORTH WALTHAM MA 02455 300588290 501(C)(3) 7500 GENERAL OPERATIONS 44 0 PART I, LINE 2: WRITTEN PROPOSALS ARE RECEIVED BEFORE GRANTS ISSUED. STAFF CHECK IN WITH ALL GRANTEES DURING THE YEAR. ALL GRANTEES ARE REQUIRED TO SUBMIT AN EVALUATION ANNUALLY. X 1 4995 FAIR MARKET VALUE X AUCTION ITEMS/GIFTS 24 27898 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 ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 2 GLENN ROTHMAN, DIRECTOR, AND SUSAN ROTHMAN, 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 11 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 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 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART I, LINE 6: VOLUNTEERS INCLUDE BOARD MEMBERS, SITE VISITORS (APPROXIMATELY 10) WHO SPEND BETWEEN 3 TO 12 HOURS EACH ANNUALLY, AND 10 EVENT VOLUNTEERS WHO PROVIDE EVENT ASSISTANCE (REGISTRATION, PARTICIPANT ASSISTANCE, AND PHOTOGRAPHY) 2 TO 10 HOURS EACH ANNUALLY.