2012-11-15T13:27:37-06:00 2011-12-31 420714325 MCGLADREY LLP 80 CITY SQUARE BOSTON MA 021293742 990 2011-01-01 043485146 THE LENNY ZAKIM FUND CO DLA PIPER LLP LENN 6173456114 33 ARCH STREET 26TH FLOOR BOSTON MA 021101447 ANGELA JOHNSON 6173456114 2012-11-15 1 KAREN LO P01434915 6179129000 2011 2016-02-24 21:20:13Z JENNIFER ARONSON 33 ARCH STREET 26TH FLOOR BOSTON MA 021101447 1327407 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. 24 24 2 0 0 0 523017 571706 0 0 22943 77568 38638 37109 584598 686383 411292 460000 0 0 123536 120088 0 0 32519 68655 58329 603483 638417 -18885 47966 3301286 3192462 31061 31061 3270225 3161401 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 557245 460000 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. 557245 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 0 0 0 0 0 0 0 0 0 0 1 0 0 2 1 0 0 0 0 0 0 0 0 0 0 0 X 24 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 MA X ROBERT SHERMAN TREASURER 6174066035 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 MICHAEL SCHWARTZ 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 0 0 0 JOYCE ZAKIM 1.00 X 0 0 0 SUSAN ROTHMAN 1.00 X X 0 0 0 JANICE DITCHEK 1.00 X X 0 0 0 ROBERT SHERMAN 1.00 X X 0 0 0 KEVIN O'MALLEY 1.00 X 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 JUDE GOLDMAN 40.00 X 92496 0 2775 92496 0 2775 0 0 0 0 0 571706 571706 52369 52369 618517 593318 25199 25199 25199 84815 47706 37109 37109 686383 0 0 114677 460000 460000 95271 72053 23218 24817 15516 9301 4320 4320 13706 13706 7942 7942 25003 25003 BANK SERVICE CHARGES 3281 3281 PAYROLL SERVICE FEE 1806 1806 POSTAGE AND DELIVERY 1265 1265 PRINTING AND REPRODUCTI 817 817 189 189 638417 557245 48653 32519 502232 474038 0 52593 7569 3319 2791485 2662512 3301286 3192462 31061 31061 31061 31061 X 862921 737963 33866 50000 2373438 2373438 3270225 3161401 3301286 3192462 X 47966 -156790 X 0 1 1 X 0 X 594925 566090 560412 588555 571706 2881688 594925 566090 560412 588555 571706 2881688 338555 2543133 171319 77283 52342 42882 52369 396195 84815 84815 3362698 0.75630 0.70300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2407304 -79222 2328082 2085388 3180 318736 2407304 1666292 419096 2085388 2534947 35000 -903655 1666292 1.00000 0 0 0 AGENCY CUSTODIAL ACCOUNTS 31061 31061 686383 638417 47966 -156790 -156790 -108824 639491 -156790 62192 -94598 734089 -47706 -47706 686383 748315 62192 47706 109898 638417 0 638417 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 CASINO NIGHT 84815 0 84815 20855 24445 2406 84815 84815 20855 24445 2406 47706 37109 1 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. 34 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -156,790.