2013-11-15T11:24:35-06:00 2012-12-31 420714325 MCGLADREY LLP 80 CITY SQUARE BOSTON MA 021293742 990 2012-01-01 043485146 THE LENNY ZAKIM FUND CO DLA PIPER LLP LENN 6174066036 33 ARCH STREET 26TH FLOOR BOSTON MA 021101447 ANGELA JOHNSON 6174066036 2013-11-15 1 LYNNE JOHNSON P00757336 6179129000 2012 2016-03-07 17:11:31Z SUSAN ROTHMAN 33 ARCH STREET 26TH FLOOR BOSTON MA 021101447 1267207 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 3 48 0 0 571706 630676 0 0 77568 134693 37109 -12769 686383 752600 460000 488360 0 0 120088 141550 0 0 45533 58329 78391 638417 708301 47966 44299 3192462 3415600 31061 31061 3161401 3384539 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 603636 488360 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. 603636 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 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 1.00 X X 0 0 0 AMY BELKIN 1.00 X 0 0 0 MARY CARTY 1.00 X 0 0 0 CAREN KELLER 1.00 X 0 0 0 JUDI KRUPP 1.00 X 0 0 0 CHARLAYNE MURRELL-SMITH 1.00 X 0 0 0 GABRIELA ROMANOW 1.00 X 0 0 0 GLENN ROTHMAN 1.00 X 0 0 0 ELAINE SAGER 1.00 X 0 0 0 DONNA LATSON GITTENS 1.00 X 0 0 0 HAROLD SCHWARTZ 1.00 X 0 0 0 JOE GOODMAN 1.00 X 0 0 0 MICHAEL ROSS 1.00 X 0 0 0 ELLIE STARR 1.00 X 0 0 0 JOSH ZAKIM 1.00 X X 0 0 0 JOYCE ZAKIM 1.00 X 0 0 0 SUSAN ROTHMAN 15.00 X X 0 0 0 JANICE DITCHEK 10.00 X X 0 0 0 ROBERT SHERMAN 1.00 X 0 0 0 KEVIN O'MALLEY 1.00 X 0 0 0 ANGELA JOHNSON 1.00 X 0 0 0 DEENA ZAKIM 1.00 X 0 0 0 SHARI ZAKIM 1.00 X 0 0 0 SAM SLATER 1.00 X 0 0 0 RICHARD KRUPP 1.00 X 0 0 0 SOFIA LINGOS PAPALIODIS 1.00 X 0 0 0 JUDE GOLDMAN 40.00 X 96022 0 2881 96022 0 2881 0 0 0 0 0 125267 505409 27045 630676 113006 113006 481552 459865 21687 21687 21687 41973 125267 54742 -12769 -12769 752600 0 0 121924 488360 488360 72790 43674 7279 21837 18693 10603 6323 1767 14688 8813 1469 4406 35379 21227 4479 9673 13751 13751 385 385 9331 3671 5660 3092 1755 738 599 1456 1456 PROGRAM AND EVENTS 24297 19083 1248 3966 BANK SERVICE CHARGES 7816 7816 TRAINING 5734 5020 714 PRINTING AND REPRODUCTI 4386 1045 1471 1870 8143 6728 1415 708301 603636 59132 45533 5753 28568 540484 480425 52593 25000 3319 0 2590313 2881607 3192462 3415600 31061 31061 31061 31061 X 449090 442797 338873 568304 2373438 2373438 3161401 3384539 3192462 3415600 44299 178839 0 X 0 1 X 1 0 X 566090 560412 588555 571706 623686 2910449 566090 560412 588555 571706 623686 2910449 439436 2471013 77283 52342 42882 52369 113006 337882 84815 41973 126788 3375119 0.73210 0.75630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2328082 313532 51840 2589774 2407304 -79222 2328082 2085388 3180 318736 2407304 1666292 419096 2085388 2534947 35000 -903655 1666292 0.91650 0.08350 0 0 0 AGENCY CUSTODIAL ACCOUNTS 31061 31061 X 1044547 178839 65356 244195 800352 -47752 -47752 752600 821409 65356 47752 113108 708301 0 708301 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. CASINO NIGHT 167240 125267 41973 6990 39034 7440 1278 167240 125267 41973 6990 39034 7440 1278 54742 -12769 1 3RD EYE YOUTH EMPOWERMENT INC 28 UNION STREET NEW BEDFORD MA 02740 043582197 501(C)(3) 10000 CAPACITY BUILDING AMERICAN CHINESE CHRISTIAN EDUCATIONAL AND SOCIAL SERVICES 244 HARRISON AVENUE BOSTON MA 02111 043119349 501(C)(3) 10000 PROGRAM EXPENSES THE BOSTON PROJECT MINISTRIES 670 WASHINGTON STREET DORCHESTER MA 02124 043395307 501(C)(3) 15000 SUMMER PROGRAM AND REGULAR PROGRAM BRAZILIAN IMMIGRATION CENTER 142 HARVARD STREET 2ND FLOOR ALLSTON MA 02134 043273525 501(C)(3) 10000 GENERAL OPERATIONS BROCKTON INTERFAITH COMMUNITY 65 WEST ELM STREET BROCKTON MA 02301 223135464 501(C)(3) 10000 GENERAL OPERATIONS CENTRO COMUNITARIO DE TRABAJADORES PO BOX 1210 NEW BEDFORD MA 02741 270445556 501(C)(3) 7500 GENERAL OPERATIONS CHELSEA COLLABORATIVE 318 BROADWAY CHELSEA MA 02150 222906521 501(C)(3) 10000 CAPACITY BUILDING COALITION AGAINST POVERTY 105 WILLIAM ST RM 26 NEW BEDFORD MA 02740 043351827 501(C)(3) 10000 GENERAL OPERATIONS COMMUNITY EDUCATIONAL CENTER OF THE NORTH END AND EAST BOSTON INC 119 LONDON ST EAST BOSTON MA 02128 042626667 501(C)(3) 11000 GENERAL OPERATIONS DISABILITY POLICY CONSORTIUM 59 TEMPLE PLACE SUITE 669 BOSTON MA 02111 043570281 501(C)(3) 7500 GENERAL OPERATIONS DORCHESTER BAY EDC 594 COLUMBIA ROAD DORCHESTER MA 02125 042681632 501(C)(3) 10000 PROGRAM DORCHESTER YOUTH COLLABORATIVE 1514A DORCHESTER AVE DORCHESTER MA 02125 042743166 501(C)(3) 12500 SUMMER PROGRAM AND REGULAR PROGRAMS FRIENDSHIPWORKS 105 CHAUNCY STREET SUITE 801 BOSTON MA 02111 043140541 501(C)(3) 12500 PROGRAM AND OTHER FUTURE CHEFS (THIRD SECTOR) 681 MAIN STREET SUITE 2-4 WALTHAM MA 02451 042261109 501(C)(3) 10000 GENERAL OPERATIONS GREATER FOUR CORNERS ACTION COALITION 367 WASHINGTON STREET DORCHESTER MA 02125 043363133 501(C)(3) 7500 GENERAL OPERATIONS JOURNEYS OF HOPE INC 100 WILLOW STREET LYNN MA 01901 261590544 501(C)(3) 7000 GENERAL OPERATIONS MEDICINE WHEEL PRODUCTIONS 110 K STREET SOUTH BOSTON MA 02127 043502628 501(C)(3) 10000 PROGRAM SUPPORT. PAIR PROJECT 254 FRIEND STREET 5TH FLOOR BOSTON MA 02114 223003501 501(C)(3) 7500 COLLABORATION SOUTH BOSTON EN ACCION 70 DEVINE WAY SOUTH BOSTON MA 02127 364622949 501(C)(3) 7500 GENERAL OPERATIONS SUDANESE EDUCATION FUND 61 MASSACHUSETTS AVENUE ARLINGTON MA 02474 432043910 501(C)(3) 7500 PROGRAM YOUTH AND FAMILY ENRICHMENT SERVICES 1234 HYDE PARK AVE SUITE 104 HYDE PARK MA 02136 050588064 501(C)(3) 13650 PROGRAM AND OTHER ATTLEBORO AREA COUNCIL OF CHURCHES 95 PINE STREET ATTLEBORO MA 02703 042301039 501(C)(3) 7500 GENERAL OPERATIONS BREAD OF LIFE 54 EASTERN AVENUE REAR MALDEN MA 02148 223199801 501(C)(3) 10000 PROGRAM CENTER TO SUPPORT IMMIGRANT ORGANIZING (THIRD SECTOR) LINCOLN PLAZA 89 SOUTH STREET NO 700 BOSTON MA 02111 042261109 501(C)(3) 7500 PROGRAM INNERCITY WEIGHTLIFTING PO BOX 171313 BOSTON MA 02117 271333425 501(C)(3) 7500 PROGRAM ENCUENTRO DIASPORA AFRO (NORTHNODE) PO BOX 130 ROSLINDALE MA 02131 043560144 501(C)(3) 10000 GENERAL OPERATIONS HULL LIFESAVING MUSEUM INC PO BOX 221 NANTASKET AVE HULL MA 02045 042738797 501(C)(3) 7500 PROGRAM MULTICULTURAL DROP OUT COALITION 15 COURT SQ STE 345 BOSTON MA 02108 043553964 501(C)(3) 7500 PROGRAM MUSICONNECTS PO BOX 300112 JAMAICA PLAIN MA 02130 710877553 501(C)(3) 7650 GENERAL OPERATIONS AND OTHER MY LIFE MY CHOICE AT JUSTICE RESOURCE INSTITUTE 160 GOULD ST STE 300 NEEDHAM MA 02494 042526357 501(C)(3) 10000 PROGRAM AND SUMMER PROGRAM MYSTIC LEARNING CENTER 530 MYSTIC AVE RM 103 SOMERVILLE MA 02145 222800993 501(C)(3) 8090 PROGRAM AND OTHER NORTH SHORE COMMUNITY ACTION PROGRAMS INC 98 MAIN STREET PEABODY MA 01960 042385280 501(C)(3) 10000 PROGRAM PROJECT HIP-HOP 2181 WASHINGTON STREET SUITE 315 ROXBURY MA 02119 043574567 501(C)(3) 10000 GENERAL OPERATIONS AND SUMMER PROGRAM SOLUTIONS AT WORK 1151 MASSACHUSETTS AVE CAMBRIDGE MA 02138 043262577 501(C)(3) 7500 GENERAL OPERATIONS TROUBADOUR INC 126 PAYSON ROAD CHESTNUT HILL MA 02467 222581823 501(C)(3) 10000 GENERAL OPERATIONS UNITED INTERFAITH ACTION OF SOUTHEASTERN MA 160 ROCK STREET FALL RIVER MA 02720 311585685 501(C)(3) 7500 GENERAL OPERATIONS WELCOME PROJECT 530 MYSTIC AVE SUITE 111 SOMERVILLE MA 02145 043088140 501(C)(3) 7000 GENERAL OPERATIONS WOMEN ENCOURAGING EMPOWERMENT INC 50 WALNUT STREET REVERE MA 02151 043286531 501(C)(3) 7500 PROGRAM 38 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. X 1 4995 FAIR MARKET VALUE X JEWELRY 1 6990 FAIR MARKET VALUE X AUCTION ITEMS 21 15060 FAIR MARKET VALUE 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER OF SECURITIES IS BASED ON THE NUMBER OF GIFTS. 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. JUDI KRUPP AND RICHARD KRUPP, 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. IN ADDITION, THE ORGANIZATION'S FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE.