2023-09-20T15:51:51-05:00 2022-12-31 203985546 JOHNSON OCONNOR FERON & CARUCCI 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2022-01-01 043485146 THE LENNY ZAKIM FUND C/O DLA PIPER LLP LENN 6174066036 33 ARCH STREET 26TH FLOOR BOSTON MA 021101447 ALLISON PICOTT EXECUTIVE DIRECTOR 6174066036 2023-09-19 1 ALLISON PICOTT XXX-XX-XXXX 0 GISO JOSEPH P00030126 7819143400 2023-09-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALLISON PICOTT 33 ARCH STREET 26TH FLOOR BOSTON MA 021101447 2116797 0 X THELENNYZAKIMFUND.ORG X 1995 MA TO DEVELOP DEEP RELATIONSHIPS AND BUILD BRIDGES AMONG PEOPLE AND COMMUNITIES TO ADVANCE SOCIAL, ECONOMIC, AND RACIAL JUSTICE. OUR MISSION IS TO LISTEN TO THOSE MOST IMPACTED BY INEQUITY AND PROVIDE THE FUNDING, ESSENTIAL RESOURCES, AND SUPPORT THEY NEED TO CREATE LASTING CHANGE. 17 17 3 50 0 0 2443866 597961 0 0 248714 314285 0 -46955 2692580 865291 799000 823205 0 0 343929 374191 0 0 142179 209647 351142 1352576 1548538 1340004 -683247 9833074 7761593 32291 45476 9800783 7716117 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 1176836 823205 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. 1176836 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X ALLISON PICOTT EXECUTIVE DIRECTOR 6174066036 33 ARCH STREET 26TH FL BOSTON MA 02110 ERIC ESTEVES EXECUTIVE DIRECTOR - FORMER 40.00 X 131188 0 22819 ALLISON E PICOTT EXECUTIVE DIRECTOR 40.00 X 117607 0 3496 TIMOTHY JAMES BOARD MEMBER, PRESIDENT 2.00 X X 0 0 0 ROBERT SHERMAN BOARD MEMBER, TREASURER 1.00 X X 0 0 0 MICHAEL ECKTON BOARD MEMBER, VICE PRESIDENT 1.00 X X 0 0 0 JOSH ZAKIM BOARD MEMBER,CLERK 2.00 X X 0 0 0 FELICIA HEYWOOD BOARD MEMBER 1.00 X 0 0 0 ERIKA RODRIGUEZ BOARD MEMBER 1.00 X 0 0 0 LILEE DETHCHAN BOARD MEMBER 1.00 X 0 0 0 JILL SNIDER BOARD MEMBER 1.00 X 0 0 0 APRYLLE WALLACE BOARD MEMBER 1.00 X 0 0 0 SUZI KAITZ BOARD MEMBER 2.00 X 0 0 0 MARK IRVINGS BOARD MEMBER 1.00 X 0 0 0 LOREN VAN ALLEN BOARD MEMBER 1.00 X 0 0 0 JOYCE ZAKIM BOARD MEMBER 1.00 X 0 0 0 LISA GORDON BOARD MEMBER 1.00 X 0 0 0 SHARI ZAKIM YACOUBY BOARD MEMBER 1.00 X 0 0 0 DEENA ZAKIM BOARD MEMBER 1.00 X 0 0 0 JOE RODIO BOARD MEMBER 1.00 X 0 0 0 248795 0 26315 2 1 1 0 0 104451 493510 79607 597961 264090 264090 1231428 1181233 50195 50195 50195 23318 104451 70273 -46955 -46955 865291 0 0 267330 823205 823205 229595 85722 56635 87238 83887 31321 20692 31874 9259 3457 2284 3518 25661 9581 6330 9750 25789 9629 6361 9799 197448 130636 66812 38225 25290 12935 23529 23529 3501 422 3079 20645 8993 11652 4828 997 3831 21531 21228 303 2314 478 1836 STIPENDS 22500 22500 MISCELLANEOUS 6138 1263 4875 TRAINING 5395 1114 4281 BANK SERVICE CHARGE 4088 4088 1000 1000 1548538 1176836 229523 142179 2650 49247 1251456 579121 1103337 711468 0 2500 7475631 4548085 1871172 9833074 7761593 1230 14415 31061 31061 32291 45476 X 1956836 1449170 7843947 6266947 9800783 7716117 9833074 7761593 -683247 -1401419 0 X X 0 1 X 1 0 X 1176821 1078317 1067369 2352558 493510 6168575 1176821 1078317 1067369 2352558 493510 6168575 1569796 4598779 284247 249294 268091 86654 264090 1152376 121607 272092 522994 309066 127769 1353528 8674479 0.53020 0.57590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7475631 142889 -1111159 88104 6419257 6738770 836107 99426 7475451 6243495 615337 120062 6738770 5114514 275000 968020 114039 6243495 5509121 -251298 143309 5114514 0.17818 0.55529 0.26653 0 0 0 ISHARES MSCI USA ESG SELECT ETF 597327 F TROWE PRICE CAPITAL APPRECIATION INVESTOR CLASS 733152 F TIAA CREF SOCIAL CHOICE BOND ADVISOR CLASS 540693 F 1871172 AGENCY CUSTODIAL ACCOUNTS 31061 31061 X -477753 -1401419 34950 46954 -1319515 841762 23529 23529 865291 1606913 34950 46954 81904 1525009 23529 23529 1548538 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUND IS TO ALLOW THE LENNY ZAKIM FUND TO CONTINUE OVER THE LONG-TERM ITS INNOVATIVE, GRASS-ROOTS GRANT MAKING. PART X, LINE 2: THE FUND IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. INCOME RELATED TO THESE PURPOSES IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME WOULD BE TAXABLE ACCORDING TO APPLICABLE INTERNAL REVENUE CODE SECTIONS. THE FUND HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. THE FUND REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN ITS FILED RETURNS AND RECOGNIZES THE BENEFIT FROM A TAX POSITION ONLY OF IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON AUDIT BASED SOLELY ON THE TECHNICAL MERITS OF THE TAX POSITION. THE FUND ACCRUES INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE FUND FILES FEDERAL AND MASSACHUSETTS TAX RETURNS. THE STATUTE OF LIMITATIONS FOR THESE JURISDICTIONS IS GENERALLY THREE YEARS. THE FUND HAS NO RETURNS UNDER EXAMINATION AS OF DECEMBER 31, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B 46,954. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED ON PART VIII, LINE 8B 46,954. ANNUAL EVENT - UNTOLD STORIES 127769 104451 23318 7868 21658 1000 39747 127769 104451 23318 7868 21658 1000 39747 70273 -46955 1 365 DAD INC 1 WESTINGHOUSE PLAZA BOSTON MA 02136 823395640 501(C)(3) 7500 0 GENERAL OPERATING SUPPORT ADAPTIVE SPORTS NEW ENGLAND 89 SOUTH STREET SUITE 603 BOSTON MA 02111 463900833 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT AFRICAN BRIDGE NETWORK 258 DERBY STREET UNIT 1 NEWTON MA 02465 474507235 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT AFRICAN CULTURAL SERVICES 703 MAIN ST WALTHAM MA 02451 273145250 501(C)(3) 30000 0 GENERAL OPERATING SUPPORT ANSAAR OF WORCESTER 26 SHREWSBURY ST WEST BOYLSTON MA 01583 821371776 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT ASIAN WOMEN FOR HEALTH INC 83 WALLACE ST SOMERVILLE MA 02144 320390494 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT ATTLEBORO AREA INTERFAITH COLLABORATIVE PO BOX 368 ATTLEBORO MA 02703 042301039 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT AUTISM SPRINTER 16 LANTERN LANE RANDOLPH MA 02368 472230168 501(C)(3) 17500 0 GENERAL OPERATING SUPPORT BLACK AND PINK MASSACHUSETTS PO BOX 231126 BOSTON MA 02123 273930676 501(C)(3) 12500 0 GENERAL OPERATING SUPPORT BOSTON AFFORDABLE HOUSING COALITION (MASSACHUSETTS ALLIANCE OF HUD TENANT) 42 SEAVERNS AVE JAMAICA PLAIN MA 02130 222526244 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT BRAZILIAN WOMEN'S GROUP 697 CAMBRIDGE STREET SUITE 106 BRIGHTON MA 02135 043549382 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT BUILDING BRIDGES THROUGH MUSIC 93 EUCLID AVE LYNN MA 01904 020539062 501(C)(3) 35000 0 GENERAL OPERATING SUPPORT CENTER FOR COOPERATIVE DEVELOPMENT AND SOLIDARITY (EAST BOSTON SOCIAL CENTE 25 JEFFRIES ST EAST BOSTON MA 02128 999999999 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT CENTRO COMUNITARIO DE TRABAJADORES (CCT) 1532 ACUSHNET AVE NEW BEDFORD MA 02746 270445556 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT CODESQUAD 7 BIGELOW ST 1ST FLOOR SOMERVILLE MA 02143 812607413 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT COMMUNITY CARING CLINIC INC 55 WARREN ST ROXBURY MA 02119 822051598 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT ENGLISH AT LARGE 800 WEST CUMMINGS PARK SUITE 5550 WOBURN MA 01801 043050593 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT GROUNDWORK SOUTHCOAST 17 IRVING STREET NEW BEDFORD MA 02746 043546770 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT HANDS TO HEART CENTER 31 HEATH STREET BOSTON MA 02130 043285237 501(C)(3) 7500 0 GENERAL OPERATING SUPPORT INSTITUTE FOR PAN-AFRICAN CULTURAL EDUC 2836 WASHINGTON ST ROXBURY MA 02119 273912404 501(C)(3) 12500 0 GENERAL OPERATING SUPPORT LYNN WORKER CENTER PO BOX 187 LYNN MA 01903 810969206 501(C)(3) 13900 0 GENERAL OPERATING SUPPORT LYSOA INC(LYNN YOUTH STREET OUTREACH ADVOCACY) 312 A UNION STREET LYNN MA 01901 451619271 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT THIRD SECTOR NEW ENGLAND-FISCAL SPONSOR OF MA COALITION OF DOMESTIC WORKER 89 SOUTH ST BOSTON MA 02111 042261109 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT NEW ENGLAND UNITED FOR JUSTICE 1845 DORCHESTER AVENUE DORCHESTER MA 02124 203404034 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT PARTAKERS INC 230 CENTRAL STREET AUBURNDALE MA 02466 043379946 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT RESILIENT SISTERHOOD PROJECT (BLACK MINISTERIAL ALLIANCE) 566 COLUMBUS AVENUE 3A BOSTON MA 02118 043499852 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT SISTERS UNCHAINED (THE CITY SCHOOL) P O BOX 300902 JAMAICA PLAIN MA 02130 453866647 501(C)(3) 24000 0 GENERAL OPERATING SUPPORT SOUTH COAST LGBTQ NETWORK PO BOX 8473 NEW BEDFORD MA 02740 822601799 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT TO THE MOON AND BACK PO BOX 1078 PLYMOUTH MA 02362 371893529 501(C)(3) 12500 0 GENERAL OPERATING SUPPORT TRANSFORMATIONAL PRISON PROJECT (COMMUNITY WORKS WEST) 72W ROWE STREET AUBURNDALE MA 02466 205278030 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT WE ARE BETTER TOGETHER - THE WARREN DANIEL HAIRSTON PROJECT 91 THORNTON STREET 1 REAR ROXBURY MA 02119 823856484 501(C)(3) 30000 0 GENERAL OPERATING SUPPORT GREATER BOSTON CHAPTER OF UNITED SPINAL ASSOCIATION 2 REHABILITATION WAY WOBURN MA 01801 043189607 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT I HAVE A FUTURE 14 CUSHING AVENUE DORCHESTER MA 02125 611791328 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT KIDS IN TECH 17 DEAN DR LOWELL MA 01854 813311916 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT MOUNT OLIVES COMMUNITY CENTER 1285 HYDE PARK AVE HYDE PARK MA 02136 834502301 501(C)(3) 27500 0 GENERAL OPERATING SUPPORT RIGHT TO THE CITY OF BOSTON 388 ATLANTIC AVENUE SUITE 2 BROOKLYN NY 11217 943462187 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT TOP NOTCH SCHOLARS 60 ISLAND ST LAWRENCE MA 01840 464527723 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT UNION OF MINORITY NEIGHBORHOODS 42 SEAVERNS AVE BOSTON MA 02130 200011504 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT MY BROTHER'S KEEPER 617 PO BOX 338 NORTH EASTON MA 02356 043088412 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT BOSTON NEIGHBORHOOD COMMUNITY LAND TRUST 550 DUBLEY STREET BOSTON MA 02119 465136872 501(C)(3) 8500 0 GENERAL OPERATING SUPPORT BROCKTON WORKERS ALLIANCE 68 LEGION PARKWAY BROCKTON MA 02301 830920879 501(C)(3) 14000 0 GENERAL OPERATING SUPPORT CHINESE CULTURE CONNECTION 6 PLEASANT STREET SUITE 201 MALDEN MA 02148 043103223 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT CITY STRINGS UNITED PO BOX 192120 ROXBURY MA 02119 455118370 501(C)(3) 7500 0 GENERAL OPERATING SUPPORT BRYCE'S JOURNEY PO BOX 365146 HYDE PARK MA 02136 823137371 501(C)(3) 14000 0 GENERAL OPERATING SUPPORT DEAFINITELY 4 JUNE LANE NEWTON CENTER MA 02459 841809435 501(C)(3) 11000 0 GENERAL OPERATING SUPPORT KODECONNECT 115 CYPRESS DRIVE BROCKTON MA 02301 811629400 501(C)(3) 12000 0 GENERAL OPERATING SUPPORT NEIGHBORHOOD COUNSELING & COMMUNITY SVCS 403 HIGHLAND AVENUE SUITE 202 SOMERVILLE MA 02144 473869970 501(C)(3) 9000 0 GENERAL OPERATING SUPPORT NEIGHBORS UNITED FOR A BETTER EAST BOSTON 19 MERIDIAN STREET BOSTON MA 02128 999999999 501(C)(3) 7500 0 GENERAL OPERATING SUPPORT NEW LYNN COALITION 112 EXCHANGE STRET LYNN MA 01901 831457498 501(C)(3) 8500 0 GENERAL OPERATING SUPPORT P&O BEHAVIORAL HEALTH INITIATIVE 27 AUBURN STREET STE B HAVERHILL MA 01830 861196245 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT SOMALI PARENTS ADVOCACY CTR FOR EDUCATION 1408 CENTRE STREET BOSTON MA 02131 842743083 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT SOUTH BOSTON EN ACCION 10 LOGAN WAY BASEMENT SOUTH BOSTON MA 02127 364622949 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT THE UPWARD PROJECT 65 MORA STREET BOSTON MA 02124 825201485 501(C)(3) 9000 0 GENERAL OPERATING SUPPORT YOUTH JUSTICE AND POWER UNION AT THE CITY SCHOOL 614 COLUMBIA ROAD BOSTON MA 02125 020532474 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT 54 PART I, LINE 2: WRITTEN PROPOSALS ARE RECEIVED BEFORE GRANTS ISSUED. STAFF CHECK IN WITH ALL GRANTEES DURING THE YEAR. ALL GRANTEES ARE REQUIRED TO SUBMIT AN EVALUATION ANNUALLY. X X X 0 0 0 0 0 0 0 0 0 ERIC ESTEVES EXECUTIVE DIRECTOR - FORMER 131188 0 0 0 0 0 0 0 22819 0 154007 0 0 0 X 5 79607 FMV - EXCHANGE VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JOYCE, JOSH, DEENA AND SHARI ZAKIM, BOARD MEMBERS, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE GOVERNING BODY REVIEWS THE ORGANIZATION'S FORM 990 PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION AT THE ANNUAL MEETING. PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION OF ALL LZF STAFF INCLUDES THE REVIEW OF BENCHMARK DATA FROM TWO THIRD PARTIES (BRIDGESPAN GROUP AND TSNE MISSIONWORKS) TO ASSESS COMPARABLE NONPROFIT EMPLOYEE COMPENSATION PRIOR TO EXTENDING AN OFFER OF EMPLOYMENT. THE APPROVAL OF REASONABLE SALARIES AND BONUSES IS DONE BY THE BOARD'S EXECUTIVE COMMITTEE AFTER EXTENSIVE DISCUSSION AND DELIBERATION. PROJECTED SALARIES AND BONUSES ARE PRE-BUDGETED EACH FALL AND INCLUDED IN THE NEXT FISCAL YEAR'S BUDGET, WHICH IS TYPICALLY VOTED UPON AND APPROVED AT THE ANNUAL MEETING IN DECEMBER OF EACH YEAR. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE UPON REQUEST; GUIDESTAR.ORG; MASS. ATTORNEY GENERAL WEBSITE -HTTP://WWW.CHARITIES.AGO.STATE.MA.US/CHARITIES/ AND OTHER SIMILAR TYPES OF WEBSITES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, FORM 990, CONFLICT OF INTEREST POLICY, GOVERNANCE POLICIES AND PROCEDURES AND OTHER APPROPRIATE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE ORGANIZATION'S FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS OR SELECTION PROCESS FOR AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.