BETA

BARBARA LEE FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BARBARA LEE FAMILY FOUNDATION INC (EIN 04-3473585)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-13
IRS object ID
202201339349103120
Schema version
2021v4.2
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)
Return2022-05-13T15:35:00-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-12SignatureDt
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

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 Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,594FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$537,500ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$537,500TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
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$1,976LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,976LegalFeesDsbrsChrtblAmt
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$485,902OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$485,902OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$265TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$265TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$842OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$842OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$495,485TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$495,485TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$537,985TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$537,985TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$485ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1,355CashEOYAmt
Cash EOYFMV$1,355CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,079SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,239SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,239SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$3,079TotalAssetsBOYAmt
Total Assets EOY$2,594TotalAssetsEOYAmt
Total Assets EOYFMV$2,594TotalAssetsEOYFMVAmt
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$3,079RetainedEarningBOYAmt
Retained Earning EOY$2,594RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,079TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,594TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,079TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,594TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,079TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$485ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,594SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,594TotNetAstOrFundBalancesEOYAmt

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
131 MT AUBURN STREETCAMBRIDGEMA02138PRESIDENT0.00$0$0$0
BARBARA F LEE
131 MT AUBURN STREETCAMBRIDGEMA02138TREASURER0.00$0$0$0
BARBARA F LEE
131 MT AUBURN STREETCAMBRIDGEMA02138CLERK0.00$0$0$0
S ZACHARY LEE
131 MT AUBURN STREETCAMBRIDGEMA02138DIRECTOR0.00$0$0$0
ROBERT S LEE
131 MT AUBURN STREETCAMBRIDGEMA02138DIRECTOR0.00$0$0$0
DAVID DAMROTH
131 MT AUBURN STREETCAMBRIDGEMA02138DIRECTOR0.00$0$0$0
EMILY CASHMAN
131 MT AUBURN STREETCAMBRIDGEMA02138DIRECTOR0.00$0$0$0
ADRIENNE KIMMELL
131 MT AUBURN STREETCAMBRIDGEMA02138DIRECTOR0.00$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$403,242CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DURING 2021 ONE NEW RESEARCH PROJECT WAS PUBLISHED BY THE BARBARA LEE FAMILY FOUNDATION:"STAYING POWER: STRATEGIES FOR WOMEN INCUMBENTS" IS NONPARTISAN RESEARCH THAT ILLUMINATES HOW WOMEN ELECTED OFFICIALS MIGHT EFFECTIVELY NAVIGATE A CAMPAIGN AGAINST A FEMALE OPPONENT. WE BELIEVE THIS TOPIC WILL BE OF INTEREST TO OTHER RESEARCHERS, THE BROADER PUBLIC, AND ESPECIALLY WOMEN OFFICIALS AND THEIR ADVISORS AT ALL LEVELS AS THEY SHAPE THEIR OVERALL CAMPAIGN STRATEGY.Description1Txt
Expenses1$470,951Expenses1Amt

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$47,923AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$47,923TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$47,923AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$719CashDeemedCharitableAmt
Net Vl Noncharitable Assets$47,204NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,360MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,360MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$2,360DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,360DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,360DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$537,985ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$537,985QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,360DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$261,962ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$677,859ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$670,365ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,610,186TotalExcessDistributionCyovAmt
Qualifying Distributions$537,985QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$535,625TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,360AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,145,811TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$539,860CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,605,951ExcessDistriCyovToNextYrAmt
Excess From Year3$257,727ExcessFromYear3Amt
Excess From Year2$677,859ExcessFromYear2Amt
Excess From Year1$670,365ExcessFromYear1Amt

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 Line1131 MT AUBURN STREET 2ND FLOORAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
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 (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
19TH NEWS
3267 BEE CAVES RD SUITE 107-353AUSTINTX78746N/APCCUSTOM SPONSORSHIP FOR THE 19TH REPRESENTS VIRTUAL SUMMIT, WHICH TOOK PLACE AUGUST 16-20, 2021.$10,000
ALL IN TOGETHER CAMPAIGN INC
PO BOX 758HARRISONNY10528N/APCCONTRIBUTION FOR ALL IN TOGETHER'S STATE-BY-STATE VOTER GUIDE PROJECT AIMED AT GETTING WOMEN TO REGISTER TO VOTE AND CAST THEIR BALLOTS IN THE 2022 MIDTERM ELECTIONS.$2,500
ASIAN PACIFIC AMERICAN INSTITUTE
1001 CONNECTICUT AVENUE NW 320WASHINGTONDC20002N/APCGRANT TO SUPPORT PARTNERSHIP WITH ASIAN PACIFIC AMERICAN INSTITUTE FOR CONGRESSIONAL STUDIES (APAICS) FOR 2021 BLFF RESEARCH PROJECT EXAMINING THE OBSTACLES AND OPPORTUNITIES IN RACES WHERE MULTIPLE WOMEN ARE RUNNING FOR PUBLIC OFFICE.$5,000
HIGHER HEIGHTS LEADERSHIP FUND
1835 CALIFORNIA ST NW APT DWASHINGTONDC20009N/APCGRANT TO SUPPORT PARTNERSHIP WITH HIGHER HEIGHTS FOR 2021 BLFF RESEARCH PROJECT EXAMINING THE OBSTACLES AND OPPORTUNITIES IN RACES WHERE MULTIPLE WOMEN ARE RUNNING FOR PUBLIC OFFICE.$5,000
LGBTQ VICTORY INSTITUTE
1225 I STREET NW STE 525WASHINGTONDC20003N/APCGRANT TO SUPPORT PARTNERSHIP WITH VICTORY INSTITUTE FOR 2021 BLFF RESEARCH PROJECT EXAMINING THE OBSTACLES AND OPPORTUNITIES IN RACES WHERE MULTIPLE WOMEN ARE RUNNING FOR PUBLIC OFFICE.$2,500
MARTHA'S VINYARD COMMUNITY SERVICES
PO BOX 1406NEW YORKNY102681406N/APCISLAND AMBASSADOR SPONSORSHIP FOR MARTHA'S VINEYARD COMMUNITY SERVICES' POSSIBLE DREAMS EVENT ON JULY 25, 2021.$1,000
NETROOTS FOUNDATION
4741 CENTRAL STREET 377KANSAS CITYMO64112N/APCSPONSORSHIP FOR THE 2021 NETROOTS NATION NATIONAL CONFERENCE ON OCTOBER 7-9, 2021.$2,000
RUNNING START
1310 L ST NW SUITE 820WASHINGTONDC20005N/APCSPONSORSHIP FOR RUNNING START'S 2021 YOUNG WOMEN TO WATCH AWARDS ON APRIL 28, 2021.$2,500
SANCTUARY FOR FAMILIES
PO BOX 1406NEW YORKNY102681406N/APCSUPPORTER-LEVEL SPONSORSHIP FOR SANCTUARY FOR FAMILIES' 2021 ZERO TOLERANCE VIRTUAL BENEFIT WHICH TOOK PLACE ON MAY 26, 2021 IN HONOR OF ALEXI ASHE.$1,000
SHE SHOULD RUN
80 M STREET SE FLOOR 1WASHINGTONDC20003N/APCCONTRIBUTION TO SHE SHOULD RUN'S "FINDING YOUR PURPOSE IN PUBLIC LEADERSHIP" ROAD TO RUN WEBINAR, WHICH TOOK PLACE ON NOVEMBER 30, 2021.$2,500
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805N/APCSPONSORSHIP FOR EQUITY AGENDA'S APRIL 14TH QUARTERLY MEETING OF THE WOMEN MAYORS NETWORK. BLFF PRESENTED ON THE CRISIS AND SEXISM RESEARCH AT THE MEETING.$1,000
UNIVERSITY OF MASSACHUSETTS BOSTON - CENTER FOR WOMEN IN POLITICS
100 MORRISSEY BOULEVARDBOSTONMA02125N/APCCONTRIBUTION TO THE BETTY TAYMOR SCHOLARSHIP FUND AT UMASS BOSTON IN HONOR OF BETTY'S 100TH BIRTHDAY VIRTUAL CELEBRATION EVENT HOSTED BY UMASS BOSTON ON MARCH 21, 2021.$5,000
VOTO LATINO
PO BOX 35608WASHINGTONDC20033N/APCGRANT TO SUPPORT PARTNERSHIP WITH VOTO LATINO FOUNDATION FOR 2021 BLFF RESEARCH PROJECT EXAMINING THE OBSTACLES AND OPPORTUNITIES FOR WOMEN RUNNING FOR EXECUTIVE PUBLIC OFFICE.$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

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

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 Line1131 MOUNT AUBURN STREET 2ND FLOORAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
FieldValueIRS element (for citing)
Total Contributions$537,500TotalContributionsAmt
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 XIII, LINE 4CFormAndLineReferenceDesc
Medium ExplanationCALCULATION FOR STATUS AS A CONDUIT PRIVATE FOUNDATION IRC SEC. 170(B)(1)(F)2021 QUALIFYING DISTRIBUTIONS REQUIREMENTS TO BE TREATED AS A CONDUIT FOUNDATION:2021 UNDISTRIBUTED INCOME $ 0(PART XII,LN 2, PG. 9, 2021 FORM 990-PF) 2021 DISTRIBUTABLE AMOUNT $ 2,360(PART X,LN 7,PG. 8, 2021 FORM 990-PF)2021 TOTAL CONTRIBUTIONS RECEIVED $537,500(PART I,LN 1(A),PG. 1, 2021 FORM 990-PF)TOTAL AMOUNT TO BE DISTRIBUTED BY 3/15/22 TO BE DEEMED A CONDUIT FOUNDATION $539,8602021 QUALIFYING DISTRIBUTIONS MADE:2021 QUALIFIED DISTRIBUTIONS TREATED AS DISTRIBUTIONS OUT OF CORPUS (SEE ELECTION STATEMENT) $537,985(PART XII,LN 4,PG. 9, 2021 FORM 990-PF)QUALIFYING DISTRIBUTIONS MADE BETWEEN 1/1/21 AND 3/15/21 TREATED AS MADE FOR THE 2020 TAX YEAR $ 0QUALIFYING DISTRIBUTIONS MADE BETWEEN 1/1/22 AND 3/15/22 TREATED AS MADE FOR THE 2021 TAX YEAR $ 1,875 AMOUNTS TREATED AS DISTRIBUTIONS OUT OF CORPUS TO SATISFY REQUIREMENTS IMPOSED BY IRC SEC 170(B)(1)(F) OR 4942(G)(3) $539,860 (PART XII,LN 7,PG. 9, 2021 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 2021 TAX YEAR IN AN AMOUNT EQUAL TO 100% OF ALL CONTRIBUTIONS RECEIVED DURING THE 2021 TAX YEAR AND IN THAT THERE WAS NO REMAINING UNDISTRIBUTABLE INCOME FOR 2020 AND 2021 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$1,976LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,976DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$5$0$5
INSURANCE$837$0$837

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$485,902Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$485,902DisbursementsCharitablePrpsAmt

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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