THE LENNY ZAKIM FUND INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE LENNY ZAKIM FUND INC (EIN 04-3485146)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201203209349305080
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T13:27:37-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021293742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043485146 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LENNY ZAKIM FUND CO DLA PIPER LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LENN | NameControl |
| Phone | 6173456114 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 ARCH STREET 26TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101447 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANGELA JOHNSON | Name |
| Title | TREASURER | Title |
| Phone | 6173456114 | Phone |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN LO | Name |
| PTIN | P01434915 | PTIN |
| Phone | 6179129000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JENNIFER ARONSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 ARCH STREET 26TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101447 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1327407 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | THELENNYZAKIMFUND.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO 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 Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 523017 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 571706 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 22943 | InvestmentIncomePriorYear |
| Investment Income Current Year | 77568 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 38638 | OtherRevenuePriorYear |
| Other Revenue Current Year | 37109 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 584598 | TotalRevenuePriorYear |
| Total Revenue Current Year | 686383 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 411292 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 460000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 123536 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 120088 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 32519 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 68655 | OtherExpensePriorYear |
| Other Expenses Current Year | 58329 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 603483 | TotalExpensesPriorYear |
| Total Expenses Current Year | 638417 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -18885 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 47966 | RevenuesLessExpensesCY |
| Total Assets BOY | 3301286 | TotalAssetsBOY |
| Total Assets EOY | 3192462 | TotalAssetsEOY |
| Total Liabilities BOY | 31061 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 31061 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3270225 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3161401 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 557245 | Expense |
| Grants | 460000 | Grants |
| Description | 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. | Description |
| Total Program Service Expense | 557245 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT SHERMAN TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6174066035 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 ARCH STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| 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 | |
| JUDI KRUPP | ||||||
| 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 | |
| MICHAEL SCHWARTZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL ROSS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ELLIE STARR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOSH ZAKIM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOYCE ZAKIM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN ROTHMAN | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JANICE DITCHEK | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| ROBERT SHERMAN | ||||||
| PAST TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| KEVIN O'MALLEY | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| ANGELA JOHNSON | ||||||
| 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 | |
| JUDE GOLDMAN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 92496 | 0 | 2775 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 92496 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2775 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 571706 | AllOtherContributions |
| Total Contributions | 571706 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52369 | TotalRevenueColumn |
| Exclusion | $52,369 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 618517 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 593318 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25199 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25199 | TotalRevenueColumn |
| Exclusion | $25,199 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 84815 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 47706 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37109 | TotalRevenueColumn |
| Exclusion | $37,109 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 686383 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $114,677 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460000 | Total |
| Program Services | 460000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95271 | Total |
| Program Services | 72053 | ProgramServices |
| Fundraising | 23218 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24817 | Total |
| Management And General | 15516 | ManagementAndGeneral |
| Fundraising | 9301 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4320 | Total |
| Management And General | 4320 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13706 | Total |
| Management And General | 13706 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7942 | Total |
| Management And General | 7942 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25003 | Total |
| Program Services | 25003 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| BANK SERVICE CHARGES | 3281 | 3281 |
| PAYROLL SERVICE FEE | 1806 | 1806 |
| POSTAGE AND DELIVERY | 1265 | 1265 |
| PRINTING AND REPRODUCTI | 817 | 817 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189 | Total |
| Program Services | 189 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 638417 | Total |
| Program Services | 557245 | ProgramServices |
| Management And General | 48653 | ManagementAndGeneral |
| Fundraising | 32519 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 502232 | BOY |
| EOY | 474038 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 52593 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7569 | BOY |
| EOY | 3319 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2791485 | BOY |
| EOY | 2662512 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3301286 | BOY |
| EOY | 3192462 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31061 | BOY |
| EOY | 31061 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31061 | BOY |
| EOY | 31061 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 862921 | BOY |
| EOY | 737963 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33866 | BOY |
| EOY | 50000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2373438 | BOY |
| EOY | 2373438 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3270225 | BOY |
| EOY | 3161401 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3301286 | BOY |
| EOY | 3192462 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 47966 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -156790 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 594925 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 566090 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 560412 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 588555 | CurrentTaxYearMinus1Year |
| Current Tax Year | 571706 | CurrentTaxYear |
| Total | 2881688 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 594925 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 566090 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 560412 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 588555 | CurrentTaxYearMinus1Year |
| Current Tax Year | 571706 | CurrentTaxYear |
| Total | 2881688 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 338555 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2543133 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 171319 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 77283 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 52342 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42882 | CurrentTaxYearMinus1Year |
| Current Tax Year | 52369 | CurrentTaxYear |
| Total | 396195 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 84815 | CurrentTaxYear |
| Total | 84815 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3362698 | TotalSupport |
| Public Support Pertcentage170 | 0.75630 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.70300 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2407304 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -79222 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2328082 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2085388 | BeginningOfYearBalance |
| Contributions | 3180 | Contributions |
| Investment Earnings Or Losses | 318736 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2407304 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1666292 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 419096 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2085388 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2534947 | BeginningOfYearBalance |
| Contributions | 35000 | Contributions |
| Investment Earnings Or Losses | -903655 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1666292 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AGENCY CUSTODIAL ACCOUNTS | Description |
| Amount | $31,061 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 31061 | TotalOfAmounts |
| Total Revenue | 686383 | TotalRevenue |
| Total Expenses | 638417 | TotalExpenses |
| Excess Or Deficit For Year | 47966 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -156790 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -156790 | TotalAdjustments |
| Excess Or Deficit Per FS | -108824 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 639491 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -156790 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 62192 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -94598 | RevenueNotRptdF990 |
| Revenue Subtotal | 734089 | RevenueSubtotal |
| Other Revenues Not Included | -47706 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -47706 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 686383 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 748315 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 62192 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 47706 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 109898 | ExpensesNotRptdF990 |
| Expenses Subtotal | 638417 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 638417 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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: | 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 2008. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CASINO NIGHT | NameOfEvent1 |
| Gross Receipts Event1 | 84815 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 84815 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 20855 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 24445 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 2406 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 84815 | GrossReceiptsTotal |
| Gross Revenue Total Events | 84815 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 20855 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 24445 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 2406 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 47706 | DirectExpenseSummaryEvents |
| Net Income Summary | 37109 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (34 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| 3RD EYE YOUTH EMPOWERMENT INC | |||||||
| 28 UNION STREET | NEW BEDFORD | MA | 02740 | 043582197 | 501(C)(3) | 10000 | GENERAL OPERATING SUPPORT. |
| A BETTER TOMORROW SERVICES INC | |||||||
| 3 CHARLTON STREET | EVERETT | MA | 02149 | 421728754 | 501(C)(3) | 7500 | SUPPORT FOR ESOL PROGRAM SERVING MOSTLY HAITIAN IMMIGRANTS LIVING IN NORTH SCHORE COMMUNITIES. |
| AMERICAN CHINESE CHRISTIAN EDUCATIONAL AND SOCIAL SERVICES | |||||||
| 244 HARRISON AVENUE | BOSTON | MA | 02111 | 043119349 | 501(C)(3) | 10000 | PROGRAM EXPENSES FOR STUDENT SCHOLARSHIPS. |
| THE BOSTON PROJECT MINISTRIES | |||||||
| 670 WASHINGTON STREET | DORCHESTER | MA | 02124 | 043395307 | 501(C)(3) | 15000 | SUPPORT STAFF SALARIES AND PROGRAM EXPENSES AND SUMMER YOUTH GRANT. |
| BRAZILIAN IMMIGRATION CENTER | |||||||
| 142 HARVARD STREET 2ND FLOOR | ALLSTON | MA | 02134 | 043273525 | 501(C)(3) | 10000 | GENERAL OPERATING SUPPORT. |
| BREAD & ROSES HOUSING | |||||||
| PO BOX 7 | LAWRENCE | MA | 01842 | 042983365 | 501(C)(3) | 10000 | SUPPORT FOR FAMILY ADVOCACY AND SUPPORT PROGRAM. |
| BROCKTON INTERFAITH COMMUNITY | |||||||
| 65 WEST ELM STREET | BROCKTON | MA | 02301 | 223135464 | 501(C)(3) | 10000 | GENERAL OPERATING. |
| CENTRO COMUNITARIO DE TRABAJADORES | |||||||
| PO BOX 1210 | NEW BEDFORD | MA | 02741 | 270445556 | 501(C)(3) | 6000 | GENERAL OPERATING AND SUMMER YOUTH THEATER PROGRAM. |
| CHELSEA COLLABORATIVE | |||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | 222906521 | 501(C)(3) | 10000 | SUPPORT ORGANIZERS' SALARIES AND PROGRAM EXPENSES. |
| COALITION AGAINST POVERTY | |||||||
| 105 WILLIAM ST RM 26 | NEW BEDFORD | MA | 02740 | 043351827 | 501(C)(3) | 10000 | GENERAL OPERATING SUPPORT. |
| COMMUNITY EDUCATIONAL CENTER OF THE NORTH END AND EAST BOSTON INC | |||||||
| 119 LONDON ST | EAST BOSTON | MA | 02128 | 042626667 | 501(C)(3) | 10000 | STAFF SALARIES, BOOKS AND PROGRAM EXPENSES. |
| DISABILITY POLICY CONSORTIUM | |||||||
| 59 TEMPLE PLACE SUITE 669 | BOSTON | MA | 02111 | 043570281 | 501(C)(3) | 7500 | GENERAL OPERATING SUPPORT. |
| DISCOVER ROXBURY | |||||||
| 183 ROXBURY STREET | ROXBURY | MA | 02119 | 311727680 | 501(C)(3) | 7500 | CAPACITY BUILDING THROUGH SUPPORT OF STAFF SALARIES. |
| DORCHESTER BAY EDC | |||||||
| 594 COLUMBIA ROAD | DORCHESTER | MA | 02125 | 042681632 | 501(C)(3) | 10000 | YOUTHFORCE, PROGRAM AND STAFF EXPENSES. |
| DORCHESTER YOUTH COLLABORATIVE | |||||||
| 1514A DORCHESTER AVE | DORCHESTER | MA | 02125 | 042743166 | 501(C)(3) | 10000 | SUPPORT CORI-FRIENDLY, QUICK TURNAROUND EMPLOYMENT INITIATIVE FOR YOUTH WHO HAVE BEEN VICTIMS OR AFFECTED BY VIOLENCE IN THE COMMUNITY. SUMMER YOUTH GRANT. |
| FRANKLIN PARK COALITION | |||||||
| PO BOX 302333 | BOSTON | MA | 02130 | 042693908 | 501(C)(3) | 7500 | SUPPORT STAFF SALARIES AND PROGRAM EXPENSES. |
| FRIENDSHIPWORKS | |||||||
| 105 CHAUNCY STREET SUITE 801 | BOSTON | MA | 02111 | 043140541 | 501(C)(3) | 10000 | SUPPORT STAFF SALARIES AND PROGRAM EXPENSES. |
| FUTURE CHEFS | |||||||
| 681 MAIN STREET SUITE 2-4 | WALTHAM | MA | 02451 | 042261109 | 501(C)(3) | 7500 | GENERAL OPERATING SUPPORT. |
| GREATER FOUR CORNERS ACTION COALITION | |||||||
| 367 WASHINGTON STREET | DORCHESTER | MA | 02125 | 043363133 | 501(C)(3) | 10000 | SUPPORT STAFF SALARIES AND PROGRAMS RELATED TO PUBLIC SAFETY. |
| JEWISH ORGANIZING INITIATIVE | |||||||
| 99 CHAUNCY STREET | BOSTON | MA | 02111 | 043617885 | 501(C)(3) | 7500 | GENERAL OPERATING SUPPORT. |
| JOURNEYS OF HOPE INC | |||||||
| 100 WILLOW STREET | LYNN | MA | 01901 | 261590544 | 501(C)(3) | 7000 | GENERAL OPERATING SUPPORT INCLUDING PROGRAM EXPENSES AND EXPANSION. |
| MEDICINE WHEEL PRODUCTIONS | |||||||
| 110 K STREET | SOUTH BOSTON | MA | 02127 | 043502628 | 501(C)(3) | 10000 | PROGRAM SUPPORT. |
| MISSION SAFE | |||||||
| PO BOX 201060 | ROXBURY | MA | 02120 | 042261109 | 501(C)(3) | 15000 | SUPPORT STAFF SALARIES, YOUTH STIPENDS AND PROGRAM EXPENSES, ESPECIALLY FOR YOUTH LEADERSHIP SERVICE CORPS/STARR |
| NEW ENGLAND COALITION FOR CANCER SURVIVORSHIP | |||||||
| 30 SPEEN ST | FRAMINGHAM | MA | 01701 | 043441847 | 501(C)(3) | 7500 | CAPACITY BUILDING AND GENERAL OPERATING. |
| NORTHNODE | |||||||
| PO BOX 130 | ROSLINDALE | MA | 02131 | 043560144 | 501(C)(3) | 10000 | SUPPORT STAFF SALARIES, PROGRAM EXPENSES AND TECHNICAL ASSISTANCE. ENCUENTRO DIASPORA AFRO. |
| OUR PLACE THEATER PROJECT INC | |||||||
| PO BOX 190926 | ROXBURY | MA | 02119 | 043255420 | 501(C)(3) | 15000 | SUPPORT STAFF AND PROGRAM EXPENSES. SUMMER YOUTH GRANT. |
| PAIR PROJECT | |||||||
| 254 FRIEND STREET 5TH FLOOR | BOSTON | MA | 02114 | 223003501 | 501(C)(3) | 7500 | SUPPORT FOR STAFF SALARIES AND PROGRAM EXPENSES FOR COLLABORATIVE WORK. |
| PARENT CHILD HOME PROGRAM | |||||||
| 1415 KELLUM PLACE SUITE 101 | GARDEN CITY | NY | 11530 | 112495601 | 501(C)(3) | 7500 | PARTIAL SALARY FOR BILINGUAL HOME VISITOR AND OUTREACH WORKER IN HOUSING DEVELOPMENTS IN SOMERVILLE. |
| REFUGEE AND IMMIGRANT ASSISTANCE CENTER | |||||||
| 31 HEATH STREET | JAMAICA PLAIN | MA | 02130 | 043430294 | 501(C)(3) | 10000 | PROGRAM SUPPORT FOR SOMALI YOUTH SERVICES. |
| REFUGEE IMMIGRATION MINISTRY | |||||||
| PO BOX 53 | ANDOVER | MA | 01810 | 043200436 | 501(C)(3) | 10000 | GENERAL OPERATING SUPPORT. |
| SOUTH BOSTON EN ACCION | |||||||
| 70 DEVINE WAY | SOUTH BOSTON | MA | 02127 | 364622949 | 501(C)(3) | 10000 | SUPPORT FOR PART-TIME PARENT ORGANIZER AND PROGRAM EXPENSES. |
| SUDANESE EDUCATION FUND | |||||||
| 61 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02474 | 432043910 | 501(C)(3) | 7500 | SUPPORT FOR STAFF SALARIES, TRAINING PROGRAM AND PROGRAM COSTS. |
| WOMEN OF MEANS | |||||||
| 148 LINDEN STREET SUITE 208 | WELLESLEY | MA | 02482 | 043487205 | 501(C)(3) | 10000 | GENERAL OPERATING SUPPORT. |
| YOUTH AND FAMILY ENRICHMENT SERVICES | |||||||
| 1234 HYDE PARK AVE SUITE 104 | HYDE PARK | MA | 02136 | 050588064 | 501(C)(3) | 16000 | EXPAND THE NUMBER OF STUDENTS OPEN ACCESS TO MUSIC EDUCATION CAN SERVE AND BROADEN THE MUSICAL AND OTHER ARTS OPPORTUNITIES OFFERED BY THE PROGRAM. GENERAL OPERATING. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 34 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE FUND MONITORS THE USE OF GRANT FUNDS BY REQUESTING AN EVALUATION AT THE END OF THE GRANT PERIOD. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | GLENN ROTHMAN AND SUSAN ROTHMAN HAVE A FAMILY RELATIONSHIP. HAROLD SCHWARTZ AND MICHAEL SCHWARTS HAVE A FAMILY RELATIONSHIP. JOYCE, JOSH, DEENA AND SHARI ZAKIM 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. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -156,790. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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