2022-05-13T15:35:00-05:00 2021-12-31 010825608 DAIGLE & ASSOCIATES LLP 176 FEDERAL STREET BOSTON MA 02110 990PF 2021-01-01 043473585 BARBARA LEE FAMILY FOUNDATION INC BARB 6172340355 PO BOX 4001661953 MASSACHUSETTS AV CAMBRIDGE MA 02140 BARBARA F LEE PRESIDENT 6172340355 2022-05-12 1 BARBARA LEE XXX-XX-XXXX MELISSA S PEIRCE P00493104 6176193350 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X X 2594 X 537500 0 537500 0 0 0 0 1976 0 1976 6500 0 6500 485902 0 485902 265 0 265 842 0 842 495485 0 495485 42500 42500 537985 0 537985 -485 0 1355 1355 3079 1239 1239 3079 2594 2594 0 0 X 0 0 0 0 3079 2594 3079 2594 3079 2594 3079 -485 0 2594 0 2594 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 131 MT AUBURN STREET CAMBRIDGE MA 02138 PRESIDENT 0.00 0 0 0 BARBARA F LEE 131 MT AUBURN STREET CAMBRIDGE MA 02138 TREASURER 0.00 0 0 0 BARBARA F LEE 131 MT AUBURN STREET CAMBRIDGE MA 02138 CLERK 0.00 0 0 0 S ZACHARY LEE 131 MT AUBURN STREET CAMBRIDGE MA 02138 DIRECTOR 0.00 0 0 0 ROBERT S LEE 131 MT AUBURN STREET CAMBRIDGE MA 02138 DIRECTOR 0.00 0 0 0 DAVID DAMROTH 131 MT AUBURN STREET CAMBRIDGE MA 02138 DIRECTOR 0.00 0 0 0 EMILY CASHMAN 131 MT AUBURN STREET CAMBRIDGE MA 02138 DIRECTOR 0.00 0 0 0 ADRIENNE KIMMELL 131 MT AUBURN STREET CAMBRIDGE MA 02138 DIRECTOR 0.00 0 0 0 NONE 0 LAKE RESEARCH PARTNERS 1101 17TH STREET NW SUITE 301 WASHINGTON DC 20036 CONSULTING 403242 0 DURING 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. 470951 0 0 47923 0 47923 0 0 47923 719 47204 2360 2360 0 2360 0 2360 0 2360 537985 0 537985 2360 0 0 261962 677859 670365 1610186 537985 0 0 535625 2360 0 0 0 2145811 0 0 0 0 0 539860 0 1605951 257727 677859 670365 BARBARA F LEE BARBARA LEE 131 MT AUBURN STREET 2ND FLOOR CAMBRIDGE MA 02138 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 3267 BEE CAVES RD SUITE 107-353 AUSTIN TX 78746 N/A PC CUSTOM SPONSORSHIP FOR THE 19TH REPRESENTS VIRTUAL SUMMIT, WHICH TOOK PLACE AUGUST 16-20, 2021. 10000 ALL IN TOGETHER CAMPAIGN INC PO BOX 758 HARRISON NY 10528 N/A PC CONTRIBUTION 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. 2500 ASIAN PACIFIC AMERICAN INSTITUTE 1001 CONNECTICUT AVENUE NW 320 WASHINGTON DC 20002 N/A PC GRANT 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. 5000 HIGHER HEIGHTS LEADERSHIP FUND 1835 CALIFORNIA ST NW APT D WASHINGTON DC 20009 N/A PC GRANT 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. 5000 LGBTQ VICTORY INSTITUTE 1225 I STREET NW STE 525 WASHINGTON DC 20003 N/A PC GRANT 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. 2500 MARTHA'S VINYARD COMMUNITY SERVICES PO BOX 1406 NEW YORK NY 102681406 N/A PC ISLAND AMBASSADOR SPONSORSHIP FOR MARTHA'S VINEYARD COMMUNITY SERVICES' POSSIBLE DREAMS EVENT ON JULY 25, 2021. 1000 NETROOTS FOUNDATION 4741 CENTRAL STREET 377 KANSAS CITY MO 64112 N/A PC SPONSORSHIP FOR THE 2021 NETROOTS NATION NATIONAL CONFERENCE ON OCTOBER 7-9, 2021. 2000 RUNNING START 1310 L ST NW SUITE 820 WASHINGTON DC 20005 N/A PC SPONSORSHIP FOR RUNNING START'S 2021 YOUNG WOMEN TO WATCH AWARDS ON APRIL 28, 2021. 2500 SANCTUARY FOR FAMILIES PO BOX 1406 NEW YORK NY 102681406 N/A PC SUPPORTER-LEVEL SPONSORSHIP FOR SANCTUARY FOR FAMILIES' 2021 ZERO TOLERANCE VIRTUAL BENEFIT WHICH TOOK PLACE ON MAY 26, 2021 IN HONOR OF ALEXI ASHE. 1000 SHE SHOULD RUN 80 M STREET SE FLOOR 1 WASHINGTON DC 20003 N/A PC CONTRIBUTION TO SHE SHOULD RUN'S "FINDING YOUR PURPOSE IN PUBLIC LEADERSHIP" ROAD TO RUN WEBINAR, WHICH TOOK PLACE ON NOVEMBER 30, 2021. 2500 SOCIAL GOOD FUND PO BOX 5473 RICHMOND CA 94805 N/A PC SPONSORSHIP FOR EQUITY AGENDA'S APRIL 14TH QUARTERLY MEETING OF THE WOMEN MAYORS NETWORK. BLFF PRESENTED ON THE CRISIS AND SEXISM RESEARCH AT THE MEETING. 1000 UNIVERSITY OF MASSACHUSETTS BOSTON - CENTER FOR WOMEN IN POLITICS 100 MORRISSEY BOULEVARD BOSTON MA 02125 N/A PC CONTRIBUTION 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. 5000 VOTO LATINO PO BOX 35608 WASHINGTON DC 20033 N/A PC GRANT TO SUPPORT PARTNERSHIP WITH VOTO LATINO FOUNDATION FOR 2021 BLFF RESEARCH PROJECT EXAMINING THE OBSTACLES AND OPPORTUNITIES FOR WOMEN RUNNING FOR EXECUTIVE PUBLIC OFFICE. 2500 42500 0 0 0 0 0 11 N/A 0 0 0 0 0 0 0 0 0 0 X X 1 BARBARA FISH LEE 131 MOUNT AUBURN STREET 2ND FLOOR CAMBRIDGE MA 02138 537500 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 XIII, LINE 4C CALCULATION 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. LEGAL 1976 0 1976 BANK CHARGES 5 0 5 INSURANCE 837 0 837 CONSULTING 485902 0 485902 MA FILING FEES 265 0 265