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BARBARA LEE FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BARBARA LEE FAMILY FOUNDATION INC (EIN 04-3473585)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202333179349102398
Schema version
2022v5.0
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)
Return2023-11-13T15:15:48-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-11-10SignatureDt
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)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,948FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$404,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$404,002TotalRevAndExpnssAmt
Total Net Invst Incm$2TotalNetInvstIncmAmt
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$400LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$400LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,795AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,795AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$365,827OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$365,827OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$265TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$265TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$861OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$861OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$375,148TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$375,148TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$402,648TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$402,648TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,354ExcessRevenueOverExpensesAmt
Net Investment Income$2NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,355CashBOYAmt
Cash EOY$2,707CashEOYAmt
Cash EOYFMV$2,707CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,239SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,241SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,241SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$2,594TotalAssetsBOYAmt
Total Assets EOY$3,948TotalAssetsEOYAmt
Total Assets EOYFMV$3,948TotalAssetsEOYFMVAmt
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$2,594RetainedEarningBOYAmt
Retained Earning EOY$3,948RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,594TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,948TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,594TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,948TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,594TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,354ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,948SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,948TotNetAstOrFundBalancesEOYAmt

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 BooksJDJ FAMILY OFFICE SERVICESIndividualWithBooksNm
Phone6177652100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 OLIVER STREET SUITE 905AddressLine1Txt
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
LAKE RESEARCH PARTNERS
1101 17TH STREET NW SUITE 301WASHINGTONDC20036CONSULTING$227,621
EAGLETON INSTITUTE OF POLITICS
RUTGERS 191 RYDERS LANENEW BRUNSWICKNJ08901CONSULTING$94,950
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DURING 2022 ONE NEW RESEARCH PROJECT WAS PUBLISHED BY THE BARBARA LEE FAMILY FOUNDATION:"SHARED HURDLES; HOW POLITICAL RACES CHANGE WHEN TWO WOMEN COMPETE" IS NONPARTISAN RESEARCH THAT SHOWS THAT GENDER BIASES AGAINST WOMEN POLITICIANS DO NOT DISAPPEAR NOR DO THEY CANCEL OUT WHEN BOTH CANDIDATE ARE WOMEN. THIS RESEARCH REVEALS HOW CANDIDATES' RACE, POLITICAL PARTY AND GENDER INTERACT TO INFLUENCE VOTER OPINION WHEN MORE THAN ONE WOMAN IS ON THE BALLOT. THIS REPORT OFFERS A CRITICAL NEW DIMENSION AND A KEY UPDATE TO OUR UNDERSTANDING OF GENDER DYNAMICS IN POLITICS. IT LAYS THE FRAMEWORK FOR HOW WOMEN CANDIDATES CAN GO THE DISTANCE WHEN COMPETING AGAINST OTHER WOMEN FOR THE SAME POSITION.Description1Txt
Expenses1$358,910Expenses1Amt

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$40,755AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$40,755TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$40,755AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$611CashDeemedCharitableAmt
Net Vl Noncharitable Assets$40,144NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,007MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,007MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$2,007DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,007DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,007DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$402,648ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$402,648QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,007DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$257,727ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$677,859ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$670,365ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,605,951TotalExcessDistributionCyovAmt
Qualifying Distributions$402,648QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$400,641TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,007AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,006,592TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$406,007CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,600,585ExcessDistriCyovToNextYrAmt
Excess From Year4$252,361ExcessFromYear4Amt
Excess From Year3$677,859ExcessFromYear3Amt
Excess From Year2$670,365ExcessFromYear2Amt

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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
1000 WOMEN STRONG
ATTN SYDNEY RAMOS DE PAULA PO BOX5651TALLAHASSEEFL32314N/APCCONTRIBUTION IN SUPPORT OF 1000 WOMEN STRONG'S VOTER EDUCATION PROGRAMS IN THE 2022 ELECTION.$5,000
19TH NEWS
3267 BEE CAVES RD SUITE 107-353AUSTINTX78746N/APCSPONSORSHIP FOR THE THIRD ANNUAL SUMMIT, WHICH TOOK PLACE JUNE 15-17, 2022, AND FOCUSED ON THE 50TH ANNIVERSARY OF TITLE IX.$10,000
ASIAN PACIFIC AMERICAN INSTITUTE
1629 K STREET NW 400WASHINGTONDC20002N/APCGRANT TO SUPPORT PARTNERSHIP WITH ASIAN PACIFIC AMERICAN INSTITUTE FOR CONGRESSIONAL STUDIES (APAICS) FOR 2022 BLFF RESEARCH PROJECT EXAMINING THE OBSTACLES AND OPPORTUNITIES FOR WOMEN RUNNING FOR EXECUTIVE PUBLIC OFFICE, SPECIFICALLY LIEUTENANT GOVERNOR$2,500
HIGHER HEIGHTS LEADERSHIP FUND
147 PRINCE STREET 30BROOKLYNNY11201N/APCGRANT TO SUPPORT PARTNERSHIP WITH HIGHER HEIGHTS LEADERSHIP FUND FOR 2022 BLFF RESEARCH PROJECT EXAMINING THE OBSTACLES AND OPPORTUNITIES IN RACES FOR WOMEN RUNNING FOR EXECUTIVE PUBLIC OFFICE, SPECIFICALLY LIEUTENANT GOVERNOR.$2,500
SHE SHOULD RUN
80 M STREET SE FLOOR 1WASHINGTONDC20003N/APCCONTRIBUTION TO SHE SHOULD RUN'S "POWER IN PURPOSE WORKSHOP SERIES", WHICH TOOK PLACE IN JUNE AND SEPTEMBER 2022.$2,500
VOTO LATINO
1701 RHODE ISLAND AVE NWWASHINGTONDC20036N/APCGRANTS TO SUPPORT PARTNERSHIP WITH VOTO LATINO FOUNDATION FOR BLFF RESEARCH PROJECT EXAMINING THE OBSTACLES AND OPPORTUNITIES FOR WOMEN RUNNING FOR EXECUTIVE PUBLIC OFFICE, SPECIFICALLY LIEUTENANT GOVERNOR.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,500TotalGrantOrContriPdDurYrAmt
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$2RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$2RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2TotalIncomeProducingActyAmt

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$404,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$7,795Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,795DisbursementsCharitablePrpsAmt

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 XIII, LINE 4CFormAndLineReferenceDesc
Medium ExplanationCALCULATION FOR STATUS AS A CONDUIT PRIVATE FOUNDATION IRC SEC. 170(B)(1)(F)2022 QUALIFYING DISTRIBUTIONS REQUIREMENTS TO BE TREATED AS A CONDUIT FOUNDATION:2022 UNDISTRIBUTED INCOME $ 0(PART XII,LN 2, PG. 9, 2022 FORM 990-PF) 2022 DISTRIBUTABLE AMOUNT $ 2,007(PART X,LN 7,PG. 8, 2022 FORM 990-PF)2022 TOTAL CONTRIBUTIONS RECEIVED $404,000(PART I,LN 1(A),PG. 1, 2022 FORM 990-PF)TOTAL AMOUNT TO BE DISTRIBUTED BY 3/15/23 TO BE DEEMED A CONDUIT FOUNDATION $406,0072022 QUALIFYING DISTRIBUTIONS MADE:2022 QUALIFIED DISTRIBUTIONS TREATED AS DISTRIBUTIONS OUT OF CORPUS (SEE ELECTION STATEMENT) $402,648(PART XII,LN 4,PG. 9, 2022 FORM 990-PF)QUALIFYING DISTRIBUTIONS MADE BETWEEN 1/1/22 AND 3/15/22 TREATED AS MADE FOR THE 2021 TAX YEAR ($ 1,875)QUALIFYING DISTRIBUTIONS MADE BETWEEN 1/1/23 AND 3/15/23 TREATED AS MADE FOR THE 2022 TAX YEAR $ 5,234 AMOUNTS TREATED AS DISTRIBUTIONS OUT OF CORPUS TO SATISFY REQUIREMENTS IMPOSED BY IRC SEC 170(B)(1)(F) OR 4942(G)(3) $406,007 (PART XII,LN 7,PG. 9, 2022 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 2022 TAX YEAR IN AN AMOUNT EQUAL TO 100% OF ALL CONTRIBUTIONS RECEIVED DURING THE 2022 TAX YEAR AND IN THAT THERE WAS NO REMAINING UNDISTRIBUTABLE INCOME FOR 2021 AND 2022 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$400LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$400DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$24$0$24
INSURANCE$837$0$837

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$365,827Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$365,827DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryMA FILING FEESCategoryTxt
Amt$265Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$265DisbursementsCharitablePrpsAmt

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