2014-11-13T16:19:17-06:00 2013-12-31 420714325 MCGLADREY LLP 80 CITY SQUARE BOSTON MA 021293742 990 2013-01-01 043485146 THE LENNY ZAKIM FUND CO DLA PIPER LLP LENN 6174066036 33 ARCH STREET 26TH FLOOR BOSTON MA 021101447 ANGELA JOHNSON EXECUTIVE DIRECTOR 6174066036 2014-11-13 1 LYNNE JOHNSON P00757336 6179129000 2013 2015-11-30 17:44:51Z SUSAN ROTHMAN 33 ARCH STREET 26TH FLOOR BOSTON MA 021101447 1363149 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. 26 26 2 44 0 0 630676 726388 0 0 134693 215747 -12769 10544 752600 952679 488360 505400 0 0 141550 147986 0 0 42407 78391 68880 708301 722266 44299 230413 3415600 4044986 31061 31061 3384539 4013925 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 624171 505400 0 THE FUND MAKES SMALL AND MEANINGFUL GRANTS TO SUPPORT SOME OF THE MOST AMAZING AND EFFECTIVE GRASSROOTS PROGRAMS IN THE STATE. THE FUND CONTINUALLY NURTURES THESE ORGANIZATIONS TOWARD GROWTH AND SUSTAINABILITY BY PROVIDING THE RESOURCES, TRAINING AND OTHER SUPPORTS THAT ARE OFTEN UNAVAILABLE TO SMALL ORGANIZATIONS, INCLUDING GRANTMAKING, TRAINING AND NETWORKING, COUNSELING AND ADVICE, PUBLICITY AND PRO-BONO LEGAL ASSISTANCE. 624171 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 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 MA X JUDE GOLDMAN EXECUTIVE DIRECTOR 6174066036 33 ARCH STREET BOSTON MA 02110 JENNIFER ARONSON TREASURER 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 HAROLD SCHWARTZ DIRECTOR 1.00 X 0 0 0 JOE GOODMAN DIRECTOR 1.00 X 0 0 0 ELLIE STARR DIRECTOR 1.00 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 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 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 JUDI KRUPP DIRECTOR (UNTIL DEC. 2013) 1.00 X 0 0 0 ANGELA JOHNSON DIRECTOR (UNTIL DEC. 2013) 1.00 X 0 0 0 MICHAEL ROSS DIRECTOR 1.00 X 0 0 0 JUDE GOLDMAN EXECUTIVE DIRECTOR 40.00 X 97785 0 2934 97785 0 2934 0 0 0 0 0 100602 625786 27898 726388 157152 157152 420286 361691 58595 58595 58595 59323 100602 48779 10544 10544 952679 0 0 226291 505400 505400 69633 41780 6963 20890 21476 12661 6705 2110 16491 9895 1649 4947 2693 1254 1230 209 37693 22615 5101 9977 11786 11786 2855 420 2435 4084 3086 998 5109 738 2501 1870 3391 1832 1234 325 1456 1456 FOOD AND BEVERAGE 19134 17938 1196 BANK SERVICE CHARGES 5665 5665 MISCELLANEOUS 5388 267 4340 781 TRAINING 2676 2500 176 7336 3785 2253 1298 722266 624171 55688 42407 28568 5328 480425 589271 25000 60000 2881607 3390387 3415600 4044986 31061 31061 31061 31061 X 442797 459971 568304 1180516 2373438 2373438 3384539 4013925 3415600 4044986 230413 398973 0 X 0 1 X 1 0 X 560412 588555 571706 623686 785886 3130245 560412 588555 571706 623686 785886 3130245 496974 2633271 52342 42882 52369 113006 157152 417751 84815 41973 126788 3674784 0.71660 0.73210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2906742 602203 49991 3458954 2659718 298870 51846 2906742 2407304 252414 2659718 2085388 3180 318736 2407304 1666292 419096 2085388 0.68620 0.31380 0 0 0 AGENCY CUSTODIAL ACCOUNTS 31061 31061 X 1455311 398973 66666 -11786 453853 1001458 -48779 -48779 952679 825925 66666 48779 115445 710480 11786 11786 722266 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 ACCOUNTING STANDARD, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD 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. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNT IN INTERIM PERIOD, DISCLOSURE, AND TRANSITION. MANAGEMENT BELIEVES 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 2010. 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 -11,786. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B -48,779. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B 48,779. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSE NETTED WITH INVESTMENT INCOME ON AUDIT 11,786. CASINO NIGHT 159925 100602 59323 9984 34093 4702 159925 100602 59323 9984 34093 4702 48779 10544 1 ALL DORCHESTER SPORTS LEAGUE INC 1565 DORCHESTER AVENUE DORCHESTER MA 02122 222827346 501(C)(3) 15000 SUMMER PROGRAM AND NEW PROGRAM 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 AND CAPACITY BUILDING ATTLEBORO AREA COUNCIL OF CHURCHES 95 PINE STREET ATTLEBORO MA 02703 042301039 501(C)(3) 10000 GENERAL OPERATIONS AND CAPACITY BUILDING BEANTOWN SOCIETY C/O SPONTANEOUS CELEBRATIONS 45 DANFORTH STREET JAMAICA PLAIN MA 02130 013253364 501(C)(3) 10000 SUMMER PROGRAM AND GENERAL OPERATIONS BOSTON EXPLORERS 72 MONTGOMERY STREET BOSTON MA 02116 453710863 501(C)(3) 8500 SUMMER PROGRAM AND GENERAL OPERATIONS THE BOSTON PROJECT MINISTRIES 670 WASHINGTON STREET DORCHESTER MA 02124 043395307 501(C)(3) 12500 GENERAL OPERATIONS AND PROGRAM SUPPORT BOSTON WORKERS ALLIANCE 411 BLUE HILL AVENUE BOSTON MA 02121 208855294 501(C)(3) 10000 GENERAL OPERATIONS BRAZILIAN IMMIGRANT CENTER 14 HARVARD AVENUE 2ND FLOOR ALLSTON MA 02134 043273525 501(C)(3) 10000 GENERAL OPERATIONS AND PROGRAM SUPPORT BREAD OF LIFE 54 EASTERN AVENUE REAR MALDEN MA 02146 223199801 501(C)(3) 10000 PROGRAM SUPPORT CENTER TO SUPPORT IMMIGRANT ORGANIZING 89 SOUTH STREET 700 BOSTON MA 02111 042261109 501(C)(3) 10000 PROGRAM SUPPORT CENTRO COMUNITARIO DE TRABAJADORES PO BOX 1210 NEW BEDFORD MA 02740 270445556 501(C)(3) 10000 GENERAL OPERATIONS COACHING FOR CHANGE INC 75 AMORY STREET BOSTON MA 02119 273708397 501(C)(3) 10000 GENERAL OPERATIONS COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SE MA- CEDC 1285 ACUSHNET AVENUE NEW BEDFORD MA 02746 043371170 501(C)(3) 10000 GENERAL OPERATIONS AND PROGRAM SUPPORT COMMUNITY EDUCATIONAL CENTER OF THE NORTH END AND EAST BOSTON INC PO BOX 544 119 LONDON STREET EAST BOSTON MA 02128 042626667 501(C)(3) 15000 GENERAL OPERATIONS DISABILITY POLICY CONSORTIUM 59 TEMPLE PLACE STE 670 BOSTON MA 02111 043570281 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) 7500 GENERAL OPERATIONS EAST AFRICAN COMMUNITY OUTREACH 90 MADISON STREET SUITE 500 WORCESTER MA 01608 270826120 501(C)(3) 7500 PROGRAM SUPPORT EDUCATIONAL DEVELOPMENT GROUP 434 MASSACHUSETTS AVENUE SUITE G-1 BOSTON MA 02118 223092859 501(C)(3) 7500 GENERAL OPERATIONS EMPOWERING PEOPLE FOR INCLUSIVE COMMUNITIES 420 PEARL STREET MALDEN MA 02148 042486905 501(C)(3) 8500 PROGRAM AND 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) 8000 PROGRAM SUPPORT INSTITUTE FOR GLOBAL YOUTH DEVELOPMENT PROGRAMS 100 CRISPUS ATTUCKS PLACE BOSTON MA 02119 010700012 501(C)(3) 10000 PROGRAM SUPPORT JUSTICE AT WORK 192 SOUTH STREET STE 400 BOSTON MA 02111 274670409 501(C)(3) 15000 PROGRAM AND GENERAL OPERATIONS LIVING INDEPENDENTLY FOR EQUALITY INC (LIFE CENTER) PO BOX 2356 BROCKTON MA 02305 222532503 501(C)(3) 7500 PROGRAM AND GENERAL OPERATIONS LUCY'S LOVE BUS PO BOX 464 AMESBURY MA 01913 204036256 501(C)(3) 7500 PROGRAM AND GENERAL OPERATIONS MASSACHUSETTS TRANSGENDER POLITICAL COALITION PO BOX 960784 BOSTON MA 02196 042785336 501(C)(3) 7000 PROGRAM AND GENERAL OPERATIONS MULTICULTURAL DROP OUT COALITION (MDOC) 5 CRAWFORD STREET BOSTON MA 02121 043553964 501(C)(3) 7500 PROGRAM AND GENERAL OPERATIONS MUSICONNECTS 20 BELGRADE AVENUE ROSLINDALE MA 02131 710877553 501(C)(3) 10000 PROGRAM AND GENERAL OPERATIONS MYSTIC LEARNING CENTER 530 MYSTIC AVENUE SOMERVILLE MA 02145 222800993 501(C)(3) 13500 SUMMER AND PROGRAM SUPPORT NORTH SHORE COMMUNITY ACTION PROGRAMS INC 209R ESSEX STREET SALEM MA 01970 042385280 501(C)(3) 10000 PROGRAM AND GENERAL OPERATIONS OUR PLACE THEATER PROJECT INC 39 WARREN STREET 218 ROXBURY MA 02119 043426403 501(C)(3) 10000 SUMMER AND GENERAL OPERATIONS PROJECT HIP-HOP 2181 WASHINGTON STREET ROXBURY MA 02119 043574567 501(C)(3) 7500 GENERAL OPERATIONS SAHELI SUPPORT AND FRIENDSHIP SOUTH ASIAN WOMEN PO BOX 1345 BURLINGTON MA 01803 030547972 501(C)(3) 7500 GENERAL OPERATIONS THE SAMFUND FOR YOUNG ADULT SURVIVORS OF CANCER 89 SOUTH STREET SUITE LL02 BOSTON MA 02111 206018710 501(C)(3) 7500 GENERAL OPERATIONS SOLUTIONS AT WORK PO BOX 391349 CAMBRIDGE MA 02139 043262577 501(C)(3) 10000 GENERAL OPERATIONS AND CAPACITY BUILDING ST MARK COMMUNITY EDUCATION PROGRAM 20 ROSELAND STREET DORCHESTER MA 02124 800773653 501(C)(3) 10000 PROGRAM SUPPORT STUDENT IMMIGRANT MOVEMENT 9A HAMILTON PLACE SUITE 201 BOSTON MA 02108 222604923 501(C)(3) 7500 GENERAL OPERATIONS UNITED INTERFAITH ACTION OF SOUTHEASTERN MA (UIA) 635 PURCHASE STREET NEW BEDFORD MA 02740 311585685 501(C)(3) 7500 GENERAL OPERATIONS VENTURING OUT PO BOX 812276 WELLESLEY MA 02482 274445101 501(C)(3) 7500 PROGRAM AND OPERATING EXPENSES WAYPOINT ADVENTURE INC 225 NEWTONVILLE AVENUE NEWTON MA 02458 273045996 501(C)(3) 10000 PROGRAM AND OPERATING EXPENSES THE WELCOME PROJECT 530 MYSTIC AVENUE 111 SOMERVILLE MA 02145 043088140 501(C)(3) 10000 OPERATING EXPENSES AND STRATEGIC PLAN WOMEN ENCOURAGING EMPOWERMENT INC (WEE) PO BOX 13 REVERE MA 02151 043286531 501(C)(3) 7500 OPERATING EXPENSES YOUTH AND FAMILY ENRICHMENT SERVICES (YOFES) 1234 HYDE PARK AVENUE SUITE 104 HYDE PARK MA 02136 050588064 501(C)(3) 9400 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 AUCTION ITEMS 24 27898 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER OF OTHER CONTRIBUTIONS IS BASED ON THE NUMBER OF ITEMS CONTRIBUTED. 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 MEMBERS OF THE BOARD OF TRUSTEES REVIEW FORM 990 BEFORE IT IS FILED. 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.