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BARBARA LEE FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BARBARA LEE FAMILY FOUNDATION INC (EIN 04-3473585)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202441359349104734
Schema version
2023v5.0
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)
Return2024-05-14T15:12:17-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010825608PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAIGLE & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1176 FEDERAL STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043473585EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BARBARA LEE FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBARBBusinessNameControlTxt
Phone6172340355PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4001661953 MASSACHUSETTS AVAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02140ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA F LEEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6172340355PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARBARAPersonFirstNm
Person LastLEEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA S PEIRCEPreparerPersonNm
PTINP00493104PTIN
Phone6176193350PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,047FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$111,600ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$111,606TotalRevAndExpnssAmt
Total Net Invst Incm$6TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,634LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,634LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$85,392OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$85,392OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$140TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$140TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$841OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$841OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$94,507TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$94,507TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$113,507TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$113,507TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,901ExcessRevenueOverExpensesAmt
Net Investment Income$6NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,707CashBOYAmt
Cash EOY$800CashEOYAmt
Cash EOYFMV$800CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,241SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,247SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,247SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$3,948TotalAssetsBOYAmt
Total Assets EOY$2,047TotalAssetsEOYAmt
Total Assets EOYFMV$2,047TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,948RetainedEarningBOYAmt
Retained Earning EOY$2,047RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,948TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,047TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,948TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,047TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,948TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,901ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,047SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,047TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,000OverpaymentAmt
Applied To ES Tax$1,000AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.BARBARALEEFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksTROVEIndividualWithBooksNm
Phone6177652132PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line140 BROAD STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BARBARA F LEE
PO BOX 4001661953 MASSACHUSETTS AVECAMBRIDGEMA02140PRESIDENT0.00$0$0$0
BARBARA F LEE
PO BOX 4001661953 MASSACHUSETTS AVECAMBRIDGEMA02140TREASURER0.00$0$0$0
BARBARA F LEE
PO BOX 4001661953 MASSACHUSETTS AVECAMBRIDGEMA02140CLERK0.00$0$0$0
S ZACHARY LEE
PO BOX 4001661953 MASSACHUSETTS AVECAMBRIDGEMA02140DIRECTOR0.00$0$0$0
ROBERT S LEE
PO BOX 4001661953 MASSACHUSETTS AVECAMBRIDGEMA02140DIRECTOR0.00$0$0$0
DAVID DAMROTH
PO BOX 4001661953 MASSACHUSETTS AVECAMBRIDGEMA02140DIRECTOR0.00$0$0$0
EMILY CASHMAN
PO BOX 4001661953 MASSACHUSETTS AVECAMBRIDGEMA02140DIRECTOR0.00$0$0$0
ADRIENNE KIMMELL
PO BOX 4001661953 MASSACHUSETTS AVECAMBRIDGEMA02140DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAKE RESEARCH PARTNERSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 17TH STREET NW SUITE 301AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Service TypeCONSULTINGServiceTypeTxt
Compensation$53,357CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DURING 2023 TWO NEW RESEARCH PROJECTS WERE PUBLISHED BY THE BARBARA LEE FAMILY FOUNDATION:"KEYS TO ELECTED OFFICE; THE ESSENTIAL GUIDE FOR WOMEN" WHILE THE POLITICAL LANDSCAPE CONTINUES TO PRESENT OBSTACLES FOR WOMEN CANDIDATES, OUR NO-NONSENSE, PRAGMATIC GUIDE HELPS OVERCOME THEM. WE STUDY AND ANALYZE THE CHALLENGES OF CAMPAIGNING IN ORDER TO GIVE WOMEN DIRECTIVE ADVICE ON HOW TO SUCCEED. THE ESSENTIAL GUIDE IS THE COMPILATION OF 25 YEARS OF RESEARCH STUDYING THESE COMPLEX ATTITUDES TOWARD WOMEN CANDIDATES, EVERY WOMAN'S CAMPAIGN FOR GOVERNOR ON BOTH SIDES OF THE AISLE, AND REAL-TIME POLLING ON VOTERS' VIEWS ON EVERYTHING FROM WORDS THAT WORK FOR WOMEN CANDIDATES TO HOW TO CALL OUT AN OPPONENT'S RECORD."SECOND IN COMMAND; THE CHALLENGES AND OPPORTUNITIES FACING WOMEN LIEUTENANT GOVERNORS" RESEARCH PROVIDING NEEDED CONTEXT AND CONCRETE STRATEGIES FOR WOMEN CONSIDERING A RUN FOR LIEUTENANT GOVERNOR, WOMEN ALREADY SERVING IN THE ROLE, AND GOVERNORS WHO SERVE ALONGSIDE THEM.Description1Txt
Expenses1$85,392Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,982AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,982TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,982AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$135CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,847NetVlNoncharitableAssetsAmt
Minimum Investment Return$442MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$442MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$442DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$442DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$442DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$113,507ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$113,507QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$442DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$252,361ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$677,859ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$670,365ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$1,600,585TotalExcessDistributionCyovAmt
Qualifying Distributions$113,507QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$113,065TreatedAsDistriFromCorpusAmt
Applied To Current Year$442AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,713,650TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$112,042CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$252,361ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,349,247ExcessDistriCyovToNextYrAmt
Excess From Year4$677,859ExcessFromYear4Amt
Excess From Year3$670,365ExcessFromYear3Amt
Excess From Current Year$1,023ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBARBARA F LEEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBARBARA LEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4001661953 MASSACHUSETTS AVEAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02140ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6172340355RecipientPhoneNum
Form And Info And MaterialsAPPLICATION PROCESS IS INVITATION ONLY, NO UNSOLICITED LETTERS OR INQUIRY OR PROPOSALS ARE ACCEPTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsNO FUNDING IS PROVIDED FOR INDIVIDUALS OR SCHOLARSHIP PROGRAMS, INTERNATIONAL OR FOREIGN-BASED PROGRAMS, ORGANIZATIONS WITHOUT 501(C)(3) STATUS OR FISCAL SPONSORSHIP, POLITICAL CAMPAIGNS, OR PROJECTS DELIVERING DIRECT SOCIAL SERVICES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
19TH NEWS
3571 FAR WEST BOULEVARD 3497AUSTINTX78731N/APCSPONSORSHIP FOR THE FOURTH ANNUAL SUMMIT WHICH TOOK PLACE MAY 18-20, 2023 IN CHICAGO, AND FOCUSED ON TECH, JUSTICE, AND ECONOMIC MOBILITY.$10,000
ADVANCE NATIVE POLITICAL LEADERSHIP EDUCATION FUND VIA TIDES FOUNDATION
PO BOX 889389LOS ANGELESCA90088N/APCSUPPORT FOR PARTNERSHIP WITH ADVANCE NATIVE FOR 2022 BLFF RESEARCH PROJECT EXAMINING THE OBSTACLES AND OPPORTUNITIES FOR WOMEN RUNNING FOR EXECUTIVE PUBLIC OFFICE, SPECIFICALLY LIEUTENANT GOVERNOR.$2,500
MASSACHUSETTS WOMEN'S POLITICAL CAUCUS
89 SOUTH STREET SUITE 603BOSTONMA02111N/APCCONTRIBUTION IN SUPPORT OF 1000 WOMEN STRONG'S VOTER EDUCATION PROGRAMS IN THE 2022 ELECTIONS.$1,000
MV COMMUNITY SERVICES
111 EDGARTOWN ROADVINEYARD HAVENMA02568N/APCSPONSORSHIP FOR THE POSSIBLE DREAMS AUCTION EVENT ON JULY 23, 2023.$1,000
RUNNING START
4315 50TH STREET NW SUITE 100 7128WASHINGTONDC20016N/APCSPONSORSHIP OF THE 17TH ANNUAL YOUNG WOMEN TO WATCH AWARDS ON APRIL 26, 2023 IN WASHINGTON, DC.$2,500
SUFFRAGE100MA
PO BOX 610010NEWTONMA02461N/APCSPONSORSHIP OF THE FIRST-EVER SUFFRAGE100MA GALA ON JUNE 14, 2023$1,000
VOTE MAMA FOUNDATION
32 AVON PLACEAMITYVILLENY11701N/APCSUPPORT OF THE 2/2/23 EVENT FEATURING AMANDA HUNTER PRESENTING THE FOUNDATION'S RESEARCH ON CANDIDATE LOSS AND RESILIENCE.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$6RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1BARBARA FISH LEEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4001661953 MASSACHUSETTS AVEAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02140ZIPCd
FieldValueIRS element (for citing)
Total Contributions$111,600TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$6,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,500DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO REG. 53.4942(A)-3(D)(2), THE NONOPERATING PRIVATEFOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYINGDISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'SUNDISTRIBUTED INCOME AS MADE OUT OF CORPUS.BARBARA F. LEEPRESIDENTBARBARA LEE FAMILY FOUNDATIONElectionDesc

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierCALCULATION FOR STATUS AS A CONDUITIdentifierTxt
Form And Line Reference990PF, PART XII, LINE 4CFormAndLineReferenceDesc
Medium ExplanationCALCULATION FOR STATUS AS A CONDUIT PRIVATE FOUNDATION IRC SEC. 170(B)(1)(F)2023 QUALIFYING DISTRIBUTIONS REQUIREMENTS TO BE TREATED AS A CONDUIT FOUNDATION:2023 UNDISTRIBUTED INCOME $ 0(PART XII,LN 2, PG. 9, 2023 FORM 990-PF) 2023 DISTRIBUTABLE AMOUNT $ 442(PART X,LN 7,PG. 8, 2023 FORM 990-PF)2023 TOTAL CONTRIBUTIONS RECEIVED $111,600(PART I,LN 1(A),PG. 1, 2023 FORM 990-PF)TOTAL AMOUNT TO BE DISTRIBUTED BY 3/15/24 TO BE DEEMED A CONDUIT FOUNDATION $112,0422023 QUALIFYING DISTRIBUTIONS MADE:2023 QUALIFIED DISTRIBUTIONS TREATED AS DISTRIBUTIONS OUT OF CORPUS (SEE ELECTION STATEMENT) $113,507(PART XII,LN 4,PG. 9, 2023 FORM 990-PF)QUALIFYING DISTRIBUTIONS MADE BETWEEN 1/1/23 AND 3/15/23 TREATED AS MADE FOR THE 2022 TAX YEAR ($ 5,234)QUALIFYING DISTRIBUTIONS MADE BETWEEN 1/1/24 AND 3/15/24 TREATED AS MADE FOR THE 2023 TAX YEAR $ 3,769 AMOUNTS TREATED AS DISTRIBUTIONS OUT OF CORPUS TO SATISFY REQUIREMENTS IMPOSED BY IRC SEC 170(B)(1)(F) OR 4942(G)(3) $112,042 (PART XII,LN 7,PG. 9, 2023 FORM 990-PF)THEREFORE, THE FOUNDATION MEETS THE REQUIREMENTS OF IRC 170(B)(1)(A)(VII), 170(B)(1)(F)(II) AND 4942(H)(2) IN THAT QUALIFYING DISTRIBUTIONS OUT OF CORPUS WERE MADE WITHIN 2 MONTHS AND 15 DAYS FOLLOWING THE CLOSE OF THE 2023 TAX YEAR IN AN AMOUNT EQUAL TO 100% OF ALL CONTRIBUTIONS RECEIVED DURING THE 2023 TAX YEAR AND IN THAT THERE WAS NO REMAINING UNDISTRIBUTABLE INCOME FOR 2022 AND 2023 TAX YEARS. THUS, THE FOUNDATION IS A CONDUIT PRIVATE FOUNDATION AND THE FOUNDATION QUALIFIES AS A 50% CHARITY.MediumExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$1,634LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,634DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$4$0$4
INSURANCE$837$0$837

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$85,392Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$85,392DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryMA FILING FEESCategoryTxt
Amt$140Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$140DisbursementsCharitablePrpsAmt

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