2023-11-13T15:15:48-06:00 2022-12-31 010825608 DAIGLE & ASSOCIATES LLP 176 FEDERAL STREET BOSTON MA 02110 990PF 2022-01-01 043473585 BARBARA LEE FAMILY FOUNDATION INC BARB 6172340355 PO BOX 4001661953 MASSACHUSETTS AV CAMBRIDGE MA 02140 BARBARA F LEE PRESIDENT 6172340355 2023-11-10 1 BARBARA LEE XXX-XX-XXXX 0 MELISSA S PEIRCE P00493104 6176193350 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 3948 X 404000 2 2 0 404002 2 0 0 0 400 0 400 7795 0 7795 365827 0 365827 265 0 265 861 0 861 375148 0 375148 27500 27500 402648 0 402648 1354 2 1355 2707 2707 1239 1241 1241 2594 3948 3948 0 0 X 0 0 0 0 2594 3948 2594 3948 2594 3948 2594 1354 0 3948 0 3948 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 JDJ FAMILY OFFICE SERVICES 6177652100 2 OLIVER STREET SUITE 905 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 227621 EAGLETON INSTITUTE OF POLITICS RUTGERS 191 RYDERS LANE NEW BRUNSWICK NJ 08901 CONSULTING 94950 0 DURING 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. 358910 0 0 40755 0 40755 0 0 40755 611 40144 2007 2007 0 2007 0 2007 0 2007 402648 0 402648 2007 0 0 257727 677859 670365 1605951 402648 0 0 400641 2007 0 0 0 2006592 0 0 0 0 0 406007 0 1600585 252361 677859 670365 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. 1000 WOMEN STRONG ATTN SYDNEY RAMOS DE PAULA PO BOX 5651 TALLAHASSEE FL 32314 N/A PC CONTRIBUTION IN SUPPORT OF 1000 WOMEN STRONG'S VOTER EDUCATION PROGRAMS IN THE 2022 ELECTION. 5000 19TH NEWS 3267 BEE CAVES RD SUITE 107-353 AUSTIN TX 78746 N/A PC SPONSORSHIP FOR THE THIRD ANNUAL SUMMIT, WHICH TOOK PLACE JUNE 15-17, 2022, AND FOCUSED ON THE 50TH ANNIVERSARY OF TITLE IX. 10000 ASIAN PACIFIC AMERICAN INSTITUTE 1629 K STREET NW 400 WASHINGTON DC 20002 N/A PC GRANT 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 2500 HIGHER HEIGHTS LEADERSHIP FUND 147 PRINCE STREET 30 BROOKLYN NY 11201 N/A PC GRANT 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. 2500 SHE SHOULD RUN 80 M STREET SE FLOOR 1 WASHINGTON DC 20003 N/A PC CONTRIBUTION TO SHE SHOULD RUN'S "POWER IN PURPOSE WORKSHOP SERIES", WHICH TOOK PLACE IN JUNE AND SEPTEMBER 2022. 2500 VOTO LATINO 1701 RHODE ISLAND AVE NW WASHINGTON DC 20036 N/A PC GRANTS 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. 5000 27500 0 2 0 0 2 2 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 404000 X ACCOUNTING 7795 0 7795 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 XIII, LINE 4C CALCULATION 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. LEGAL 400 0 400 BANK FEES 24 0 24 INSURANCE 837 0 837 CONSULTING 365827 0 365827 MA FILING FEES 265 0 265