THE LENNY ZAKIM FUND INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE LENNY ZAKIM FUND INC (EIN 04-3485146)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-15
IRS object ID
201323199349304592
Schema version
2012v2.1
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)
Timestamp2013-11-15T11:24:35-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line180 CITY SQUAREAddressLine1
CityBOSTONCity
StateMAState
ZIP Code021293742ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043485146EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE LENNY ZAKIM FUND CO DLA PIPER LLPBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLENNNameControl
Phone6174066036Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 ARCH STREET 26TH FLOORAddressLine1
CityBOSTONCity
StateMAState
ZIP Code021101447ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameANGELA JOHNSONName
TitleEXECUTIVE DIRECTORTitle
Phone6174066036Phone
Date Signed2013-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLYNNE JOHNSONName
PTINP00757336PTIN
Phone6179129000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSUSAN ROTHMANNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line133 ARCH STREET 26TH FLOORAddressLine1
CityBOSTONCity
StateMAState
ZIP Code021101447ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1267207GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteTHELENNYZAKIMFUND.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1995YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionTO IDENTIFY, LISTEN TO, SUPPORT AND CONNECT GRASSROOTS COMMUNITY ORGANIZATIONS AND PROGRAMS OPERATING "BELOW THE RADAR SCREEN" OF LARGE CHARITABLE GROUPS AND GOVERNMENT GRANTS.ActivityOrMissionDescription
Nbr Voting Members Governing Body26NbrVotingMembersGoverningBody
Nbr Independent Voting Members26NbrIndependentVotingMembers
Total Nbr Employees3TotalNbrEmployees
Total Nbr Volunteers48TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year571706ContributionsGrantsPriorYear
Contributions Grants Current Year630676ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year77568InvestmentIncomePriorYear
Investment Income Current Year134693InvestmentIncomeCurrentYear
Other Revenue Prior Year37109OtherRevenuePriorYear
Other Revenue Current Year-12769OtherRevenueCurrentYear
Total Revenue Prior Year686383TotalRevenuePriorYear
Total Revenue Current Year752600TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year460000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY488360GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year120088SalariesEtcPriorYear
Salaries Etc Current Year141550SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year45533TotalFundrsngExpCurrentYear
Other Expense Prior Year58329OtherExpensePriorYear
Other Expenses Current Year78391OtherExpensesCurrentYear
Total Expenses Prior Year638417TotalExpensesPriorYear
Total Expenses Current Year708301TotalExpensesCurrentYear
Revenues Less Expenses Prior Year47966RevenuesLessExpensesPriorYear
Revenues Less Expenses CY44299RevenuesLessExpensesCY
Total Assets BOY3192462TotalAssetsBOY
Total Assets EOY3415600TotalAssetsEOY
Total Liabilities BOY31061TotalLiabilitiesBOY
Total Liabilities EOY31061TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY3161401NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY3384539NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense603636Expense
Grants488360Grants
DescriptionTHE 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.Description
Total Program Service Expense603636TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees3NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members26NbrVotingGoverningBodyMembers
Number Independent Voting Members26NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement0RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JUDE GOLDMAN EXECUTIVE DIRECTORBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6174066036TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line133 ARCH STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (27 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
JENNIFER ARONSON
TREASURER1.00XX000
AMY BELKIN
DIRECTOR1.00X000
MARY CARTY
DIRECTOR1.00X000
CAREN KELLER
DIRECTOR1.00X000
JUDI KRUPP
DIRECTOR1.00X000
CHARLAYNE MURRELL-SMITH
DIRECTOR1.00X000
GABRIELA ROMANOW
DIRECTOR1.00X000
GLENN ROTHMAN
DIRECTOR1.00X000
ELAINE SAGER
DIRECTOR1.00X000
DONNA LATSON GITTENS
DIRECTOR1.00X000
HAROLD SCHWARTZ
DIRECTOR1.00X000
JOE GOODMAN
DIRECTOR1.00X000
MICHAEL ROSS
DIRECTOR1.00X000
ELLIE STARR
DIRECTOR1.00X000
JOSH ZAKIM
SECRETARY1.00XX000
JOYCE ZAKIM
DIRECTOR1.00X000
SUSAN ROTHMAN
CHAIR15.00XX000
JANICE DITCHEK
VICE CHAIR10.00XX000
ROBERT SHERMAN
DIRECTOR1.00X000
KEVIN O'MALLEY
DIRECTOR1.00X000
ANGELA JOHNSON
DIRECTOR1.00X000
DEENA ZAKIM
DIRECTOR1.00X000
SHARI ZAKIM
DIRECTOR1.00X000
SAM SLATER
DIRECTOR1.00X000
RICHARD KRUPP
DIRECTOR1.00X000
SOFIA LINGOS PAPALIODIS
DIRECTOR1.00X000
JUDE GOLDMAN
EXECUTIVE DIRECTOR40.00X9602202881
FieldValueIRS element (for citing)
Total Reportable Comp From Org96022TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation2881TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events125267FundraisingEvents
All Other Contributions505409AllOtherContributions
Noncash Contributions27045NoncashContributions
Total Contributions630676TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column113006TotalRevenueColumn
Exclusion$113,006ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities481552Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities459865Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities21687Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column21687TotalRevenueColumn
Exclusion$21,687ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events41973GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events125267CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses54742FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-12769TotalRevenueColumn
Exclusion-$12,769ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column752600TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$121,924ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total488360Total
Program Services488360ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total72790Total
Program Services43674ProgramServices
Management And General7279ManagementAndGeneral
Fundraising21837Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total18693Total
Program Services10603ProgramServices
Management And General6323ManagementAndGeneral
Fundraising1767Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total14688Total
Program Services8813ProgramServices
Management And General1469ManagementAndGeneral
Fundraising4406Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total35379Total
Program Services21227ProgramServices
Management And General4479ManagementAndGeneral
Fundraising9673Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total13751Total
Management And General13751ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total385Total
Program Services385ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total9331Total
Program Services3671ProgramServices
Management And General5660ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total3092Total
Program Services1755ProgramServices
Management And General738ManagementAndGeneral
Fundraising599Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total1456Total
Management And General1456ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
PROGRAM AND EVENTS242971908312483966
BANK SERVICE CHARGES78167816
TRAINING57345020714
PRINTING AND REPRODUCTI4386104514711870

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total8143Total
Management And General6728ManagementAndGeneral
Fundraising1415Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total708301Total
Program Services603636ProgramServices
Management And General59132ManagementAndGeneral
Fundraising45533Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY5753BOY
EOY28568EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY540484BOY
EOY480425EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY52593BOY
EOY25000EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY3319BOY
EOY0EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY2590313BOY
EOY2881607EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY3192462BOY
EOY3415600EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY31061BOY
EOY31061EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY31061BOY
EOY31061EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY449090BOY
EOY442797EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY338873BOY
EOY568304EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2373438BOY
EOY2373438EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3161401BOY
EOY3384539EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3192462BOY
EOY3415600EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses44299ReconcilationRevenueExpenses
Reconciliation Unrealized Invest178839ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years566090CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years560412CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years588555CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year571706CurrentTaxYearMinus1Year
Current Tax Year623686CurrentTaxYear
Total2910449Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years566090CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years560412CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years588555CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year571706CurrentTaxYearMinus1Year
Current Tax Year623686CurrentTaxYear
Total2910449Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total439436AmountsSubstContributorsTotal
Public Support Total1702471013PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years77283CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years52342CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years42882CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year52369CurrentTaxYearMinus1Year
Current Tax Year113006CurrentTaxYear
Total337882Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year84815CurrentTaxYearMinus1Year
Current Tax Year41973CurrentTaxYear
Total126788Total
FieldValueIRS element (for citing)
Total Support3375119TotalSupport
Public Support Pertcentage1700.73210PublicSupportPertcentage170
Public Support Pertcent Prior Year0.75630PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance2328082BeginningOfYearBalance
Investment Earnings Or Losses313532InvestmentEarningsOrLosses
Other Expenditures51840OtherExpenditures
End Of Year Balance2589774EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance2407304BeginningOfYearBalance
Investment Earnings Or Losses-79222InvestmentEarningsOrLosses
End Of Year Balance2328082EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2085388BeginningOfYearBalance
Contributions3180Contributions
Investment Earnings Or Losses318736InvestmentEarningsOrLosses
End Of Year Balance2407304EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1666292BeginningOfYearBalance
Investment Earnings Or Losses419096InvestmentEarningsOrLosses
End Of Year Balance2085388EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2534947BeginningOfYearBalance
Contributions35000Contributions
Investment Earnings Or Losses-903655InvestmentEarningsOrLosses
End Of Year Balance1666292EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.91650PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.08350TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionAGENCY CUSTODIAL ACCOUNTSDescription
Amount$31,061Amount
FieldValueIRS element (for citing)
Total Of Amounts31061TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt1044547TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments178839NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities65356DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990244195RevenueNotRptdF990
Revenue Subtotal800352RevenueSubtotal
Other Revenues Not Included-47752OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-47752RevenueNotRptdOnFinStmt
Total Revenue Per Form990752600TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt821409TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities65356DonatedServicesUseOfFacilities
Other Expenses Included47752OtherExpensesIncluded
Expenses Not Rptd F990113108ExpensesNotRptdF990
Expenses Subtotal708301ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990708301TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: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.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: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 2009. THE FUND WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B -47,752.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B 47,752.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1CASINO NIGHTNameOfEvent1
Gross Receipts Event1167240GrossReceiptsEvent1
Charitable Contributions Event1125267CharitableContributionsEvent1
Gross Revenue Event141973GrossRevenueEvent1
Non Cash Prizes Event16990NonCashPrizesEvent1
Rent Facility Costs Event139034RentFacilityCostsEvent1
Entertainment Event17440EntertainmentEvent1
Other Direct Expenses Event11278OtherDirectExpensesEvent1
Gross Receipts Total167240GrossReceiptsTotal
Charitable Contributions Total125267CharitableContributionsTotal
Gross Revenue Total Events41973GrossRevenueTotalEvents
Non Cash Prizes Total Events6990NonCashPrizesTotalEvents
Rent Facility Costs Total Events39034RentFacilityCostsTotalEvents
Entertainment Total Events7440EntertainmentTotalEvents
Other Direct Expenses Total Events1278OtherDirectExpensesTotalEvents
Direct Expense Summary Events54742DirectExpenseSummaryEvents
Net Income Summary-12769NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (38 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
3RD EYE YOUTH EMPOWERMENT INC
28 UNION STREETNEW BEDFORDMA02740043582197501(C)(3)10000CAPACITY BUILDING
AMERICAN CHINESE CHRISTIAN EDUCATIONAL AND SOCIAL SERVICES
244 HARRISON AVENUEBOSTONMA02111043119349501(C)(3)10000PROGRAM EXPENSES
THE BOSTON PROJECT MINISTRIES
670 WASHINGTON STREETDORCHESTERMA02124043395307501(C)(3)15000SUMMER PROGRAM AND REGULAR PROGRAM
BRAZILIAN IMMIGRATION CENTER
142 HARVARD STREET 2ND FLOORALLSTONMA02134043273525501(C)(3)10000GENERAL OPERATIONS
BROCKTON INTERFAITH COMMUNITY
65 WEST ELM STREETBROCKTONMA02301223135464501(C)(3)10000GENERAL OPERATIONS
CENTRO COMUNITARIO DE TRABAJADORES
PO BOX 1210NEW BEDFORDMA02741270445556501(C)(3)7500GENERAL OPERATIONS
CHELSEA COLLABORATIVE
318 BROADWAYCHELSEAMA02150222906521501(C)(3)10000CAPACITY BUILDING
COALITION AGAINST POVERTY
105 WILLIAM ST RM 26NEW BEDFORDMA02740043351827501(C)(3)10000GENERAL OPERATIONS
COMMUNITY EDUCATIONAL CENTER OF THE NORTH END AND EAST BOSTON INC
119 LONDON STEAST BOSTONMA02128042626667501(C)(3)11000GENERAL OPERATIONS
DISABILITY POLICY CONSORTIUM
59 TEMPLE PLACE SUITE 669BOSTONMA02111043570281501(C)(3)7500GENERAL OPERATIONS
DORCHESTER BAY EDC
594 COLUMBIA ROADDORCHESTERMA02125042681632501(C)(3)10000PROGRAM
DORCHESTER YOUTH COLLABORATIVE
1514A DORCHESTER AVEDORCHESTERMA02125042743166501(C)(3)12500SUMMER PROGRAM AND REGULAR PROGRAMS
FRIENDSHIPWORKS
105 CHAUNCY STREET SUITE 801BOSTONMA02111043140541501(C)(3)12500PROGRAM AND OTHER
FUTURE CHEFS (THIRD SECTOR)
681 MAIN STREET SUITE 2-4WALTHAMMA02451042261109501(C)(3)10000GENERAL OPERATIONS
GREATER FOUR CORNERS ACTION COALITION
367 WASHINGTON STREETDORCHESTERMA02125043363133501(C)(3)7500GENERAL OPERATIONS
JOURNEYS OF HOPE INC
100 WILLOW STREETLYNNMA01901261590544501(C)(3)7000GENERAL OPERATIONS
MEDICINE WHEEL PRODUCTIONS
110 K STREETSOUTH BOSTONMA02127043502628501(C)(3)10000PROGRAM SUPPORT.
PAIR PROJECT
254 FRIEND STREET 5TH FLOORBOSTONMA02114223003501501(C)(3)7500COLLABORATION
SOUTH BOSTON EN ACCION
70 DEVINE WAYSOUTH BOSTONMA02127364622949501(C)(3)7500GENERAL OPERATIONS
SUDANESE EDUCATION FUND
61 MASSACHUSETTS AVENUEARLINGTONMA02474432043910501(C)(3)7500PROGRAM
YOUTH AND FAMILY ENRICHMENT SERVICES
1234 HYDE PARK AVE SUITE 104HYDE PARKMA02136050588064501(C)(3)13650PROGRAM AND OTHER
ATTLEBORO AREA COUNCIL OF CHURCHES
95 PINE STREETATTLEBOROMA02703042301039501(C)(3)7500GENERAL OPERATIONS
BREAD OF LIFE
54 EASTERN AVENUE REARMALDENMA02148223199801501(C)(3)10000PROGRAM
CENTER TO SUPPORT IMMIGRANT ORGANIZING (THIRD SECTOR)
LINCOLN PLAZA 89 SOUTH STREET NOBOSTONMA02111042261109501(C)(3)7500PROGRAM700
INNERCITY WEIGHTLIFTING
PO BOX 171313BOSTONMA02117271333425501(C)(3)7500PROGRAM
ENCUENTRO DIASPORA AFRO (NORTHNODE)
PO BOX 130ROSLINDALEMA02131043560144501(C)(3)10000GENERAL OPERATIONS
HULL LIFESAVING MUSEUM INC
PO BOX 221 NANTASKET AVEHULLMA02045042738797501(C)(3)7500PROGRAM
MULTICULTURAL DROP OUT COALITION
15 COURT SQ STE 345BOSTONMA02108043553964501(C)(3)7500PROGRAM
MUSICONNECTS
PO BOX 300112JAMAICA PLAINMA02130710877553501(C)(3)7650GENERAL OPERATIONS AND OTHER
MY LIFE MY CHOICE AT JUSTICE RESOURCE INSTITUTE
160 GOULD ST STE 300NEEDHAMMA02494042526357501(C)(3)10000PROGRAM AND SUMMER PROGRAM
MYSTIC LEARNING CENTER
530 MYSTIC AVE RM 103SOMERVILLEMA02145222800993501(C)(3)8090PROGRAM AND OTHER
NORTH SHORE COMMUNITY ACTION PROGRAMS INC
98 MAIN STREETPEABODYMA01960042385280501(C)(3)10000PROGRAM
PROJECT HIP-HOP
2181 WASHINGTON STREET SUITE 315ROXBURYMA02119043574567501(C)(3)10000GENERAL OPERATIONS AND SUMMER PROGRAM
SOLUTIONS AT WORK
1151 MASSACHUSETTS AVECAMBRIDGEMA02138043262577501(C)(3)7500GENERAL OPERATIONS
TROUBADOUR INC
126 PAYSON ROADCHESTNUT HILLMA02467222581823501(C)(3)10000GENERAL OPERATIONS
UNITED INTERFAITH ACTION OF SOUTHEASTERN MA
160 ROCK STREETFALL RIVERMA02720311585685501(C)(3)7500GENERAL OPERATIONS
WELCOME PROJECT
530 MYSTIC AVE SUITE 111SOMERVILLEMA02145043088140501(C)(3)7000GENERAL OPERATIONS
WOMEN ENCOURAGING EMPOWERMENT INC
50 WALNUT STREETREVEREMA02151043286531501(C)(3)7500PROGRAM
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants38TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: WRITTEN PROPOSALS ARE RECEIVED BEFORE GRANTS ISSUED. THE FUND MONITORS THE USE OF GRANT FUNDS BY REQUESTING WRITTEN EVALUATIONS AT THE END OF THE GRANT PERIOD.Explanation

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9904995NoncashContribsRptdF990
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XJEWELRY16990FAIR MARKET VALUE
XAUCTION ITEMS2115060FAIR MARKET VALUE
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierMETHOD FOR DETERMINING NUMBER OF CONTRIBUTORS:Identifier
Return ReferencePART I, COLUMN (B):ReturnReference
ExplanationTHE NUMBER OF SECURITIES IS BASED ON THE NUMBER OF GIFTS. THE NUMBER OF OTHER CONTRIBUTIONS IS BASED ON THE NUMBER OF ITEMS CONTRIBUTED.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 2GLENN ROTHMAN, DIRECTOR, AND SUSAN ROTHMAN, CHAIR OF THE BOARD, HAVE A FAMILY RELATIONSHIP. JOYCE, JOSH, DEENA AND SHARI ZAKIM, DIRECTORS, HAVE A FAMILY RELATIONSHIP. JUDI KRUPP AND RICHARD KRUPP, DIRECTORS, HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11MEMBERS OF THE BOARD OF TRUSTEES REVIEW FORM 990 BEFORE IT IS FILED.
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. IN ADDITION, THE ORGANIZATION'S FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.