2024-05-14T15:12:17-05:00 2023-12-31 010825608 DAIGLE & ASSOCIATES LLP 176 FEDERAL STREET BOSTON MA 02110 990PF 2023-01-01 043473585 BARBARA LEE FAMILY FOUNDATION INC BARB 6172340355 PO BOX 4001661953 MASSACHUSETTS AV CAMBRIDGE MA 02140 BARBARA F LEE PRESIDENT 6172340355 2024-05-14 1 BARBARA LEE XXX-XX-XXXX 0 MELISSA S PEIRCE P00493104 6176193350 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2047 X 111600 6 6 0 111606 6 0 0 0 1634 0 1634 6500 0 6500 85392 0 85392 140 0 140 841 0 841 94507 0 94507 19000 19000 113507 0 113507 -1901 6 2707 800 800 1241 1247 1247 3948 2047 2047 0 0 X 0 0 0 0 3948 2047 3948 2047 3948 2047 3948 -1901 0 2047 0 2047 0 0 0 0 0 1000 0 0 0 1000 0 1000 1000 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.BARBARALEEFOUNDATION.ORG TROVE 6177652132 40 BROAD STREET BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARBARA F LEE PO BOX 4001661953 MASSACHUSETTS AVE CAMBRIDGE MA 02140 PRESIDENT 0.00 0 0 0 BARBARA F LEE PO BOX 4001661953 MASSACHUSETTS AVE CAMBRIDGE MA 02140 TREASURER 0.00 0 0 0 BARBARA F LEE PO BOX 4001661953 MASSACHUSETTS AVE CAMBRIDGE MA 02140 CLERK 0.00 0 0 0 S ZACHARY LEE PO BOX 4001661953 MASSACHUSETTS AVE CAMBRIDGE MA 02140 DIRECTOR 0.00 0 0 0 ROBERT S LEE PO BOX 4001661953 MASSACHUSETTS AVE CAMBRIDGE MA 02140 DIRECTOR 0.00 0 0 0 DAVID DAMROTH PO BOX 4001661953 MASSACHUSETTS AVE CAMBRIDGE MA 02140 DIRECTOR 0.00 0 0 0 EMILY CASHMAN PO BOX 4001661953 MASSACHUSETTS AVE CAMBRIDGE MA 02140 DIRECTOR 0.00 0 0 0 ADRIENNE KIMMELL PO BOX 4001661953 MASSACHUSETTS AVE CAMBRIDGE MA 02140 DIRECTOR 0.00 0 0 0 NONE 0 LAKE RESEARCH PARTNERS 1101 17TH STREET NW SUITE 301 WASHINGTON DC 20036 CONSULTING 53357 0 DURING 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. 85392 0 0 8982 0 8982 0 0 8982 135 8847 442 442 0 442 0 442 0 442 113507 0 113507 442 0 0 252361 677859 670365 1600585 113507 0 0 113065 442 0 0 0 1713650 0 0 0 0 0 112042 252361 1349247 677859 670365 1023 BARBARA F LEE BARBARA LEE PO BOX 4001661953 MASSACHUSETTS AVE CAMBRIDGE MA 02140 6172340355 APPLICATION PROCESS IS INVITATION ONLY, NO UNSOLICITED LETTERS OR INQUIRY OR PROPOSALS ARE ACCEPTED. N/A NO 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. 19TH NEWS 3571 FAR WEST BOULEVARD 3497 AUSTIN TX 78731 N/A PC SPONSORSHIP FOR THE FOURTH ANNUAL SUMMIT WHICH TOOK PLACE MAY 18-20, 2023 IN CHICAGO, AND FOCUSED ON TECH, JUSTICE, AND ECONOMIC MOBILITY. 10000 ADVANCE NATIVE POLITICAL LEADERSHIP EDUCATION FUND VIA TIDES FOUNDATION PO BOX 889389 LOS ANGELES CA 90088 N/A PC SUPPORT 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. 2500 MASSACHUSETTS WOMEN'S POLITICAL CAUCUS 89 SOUTH STREET SUITE 603 BOSTON MA 02111 N/A PC CONTRIBUTION IN SUPPORT OF 1000 WOMEN STRONG'S VOTER EDUCATION PROGRAMS IN THE 2022 ELECTIONS. 1000 MV COMMUNITY SERVICES 111 EDGARTOWN ROAD VINEYARD HAVEN MA 02568 N/A PC SPONSORSHIP FOR THE POSSIBLE DREAMS AUCTION EVENT ON JULY 23, 2023. 1000 RUNNING START 4315 50TH STREET NW SUITE 100 7128 WASHINGTON DC 20016 N/A PC SPONSORSHIP OF THE 17TH ANNUAL YOUNG WOMEN TO WATCH AWARDS ON APRIL 26, 2023 IN WASHINGTON, DC. 2500 SUFFRAGE100MA PO BOX 610010 NEWTON MA 02461 N/A PC SPONSORSHIP OF THE FIRST-EVER SUFFRAGE100MA GALA ON JUNE 14, 2023 1000 VOTE MAMA FOUNDATION 32 AVON PLACE AMITYVILLE NY 11701 N/A PC SUPPORT OF THE 2/2/23 EVENT FEATURING AMANDA HUNTER PRESENTING THE FOUNDATION'S RESEARCH ON CANDIDATE LOSS AND RESILIENCE. 1000 19000 0 6 0 0 6 6 11 N/A 0 0 0 0 0 0 0 0 0 0 X X 1 BARBARA FISH LEE PO BOX 4001661953 MASSACHUSETTS AVE CAMBRIDGE MA 02140 111600 X ACCOUNTING 6500 0 6500 PURSUANT 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 FOUNDATION CALCULATION FOR STATUS AS A CONDUIT 990PF, PART XII, LINE 4C CALCULATION 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. LEGAL 1634 0 1634 BANK FEES 4 0 4 INSURANCE 837 0 837 CONSULTING 85392 0 85392 MA FILING FEES 140 0 140