BETA

BARBARA LEE FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BARBARA LEE FAMILY FOUNDATION INC (EIN 04-3473585)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-28
IRS object ID
202141489349100004
Schema version
2020v4.1
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)
Return2021-05-28T07:41:14-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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 Line1131 MOUNT AUBURN STREET 2ND FLOORAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA F LEEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6172340355PhoneNum
Signature2021-05-14SignatureDt
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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,079FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$665,000ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$665,000TotalRevAndExpnssAmt
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$2,258LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,258LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,165AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,165AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$578,546OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$578,546OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$265TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$265TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$841OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$841OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$589,075TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$589,075TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$83,783ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$83,783ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$672,858TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$672,858TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,858ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,937SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,079SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,079SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$10,937TotalAssetsBOYAmt
Total Assets EOY$3,079TotalAssetsEOYAmt
Total Assets EOYFMV$3,079TotalAssetsEOYFMVAmt
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$10,937RetainedEarningBOYAmt
Retained Earning EOY$3,079RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,937TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,079TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,937TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,079TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,937TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,858ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,079SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,079TotNetAstOrFundBalancesEOYAmt

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 MAGNO
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
LAKE RESEARCH PARTNERS
1101 17TH STREET NW SUITE 301WASHINGTONDC20036CONSULTING$280,649
AVALANCHE STRATEGY INC
9335 ERIC PL NEBAINBRIDGEWA98110CONSULTING$215,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DURING 2020 TWO RESEARCH PROJECTS WERE PUBLISHED BY THE BARBARA LEE FAMILY FOUNDATION:"RISING TO THE OCCASION: HOW WOMEN LEADERS PROVE THEY CAN HANDLE A CRISIS," NONPARTISAN RESEARCH EXPLORING WHAT "HANDLING A CRISIS" MEANS TO VOTERS, AND HOW WOMEN SHOW THEY'RE UP TO THE TASK, THROUGH THE LENS OF ASKING ABOUT HYPOTHETICAL WOMEN GOVERNORS, AND PROVIDING ADVICE AND RECOMMENDATIONS FOR WOMEN ON HOW TO TALK TO VOTERS AND SHOW THEY ARE PREPARED TO LEAD."PUTTING SEXISM IN ITS PLACE ON THE CAMPAIGN TRAIL," NONPARTISAN RESEARCH WHICH PRODUCED ACTIONABLE INSIGHT FOR WOMEN CANDIDATES AND THEIR SUPPORTERS ABOUT HOW TO ADDRESS SEXISM ON THE CAMPAIGN TRAIL, BASED ON THREE ROUNDS OF PROPRIETARY DEEP LISTENING SURVEYS. THESE LISTENING SURVEYS COMBINED OPEN AND CLOSED-ENDED QUESTIONS TO UNDERSTAND HOW PEOPLE PERCEIVE THE ISSUE OF SEXISM AS IT RELATES TO WOMEN IN POLITICS.Description1Txt
Expenses1$578,546Expenses1Amt

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$50,613AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$50,613TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$50,613AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$759CashDeemedCharitableAmt
Net Vl Noncharitable Assets$49,854NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,493MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,493MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$2,493DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,493DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,493DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$672,858ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$672,858QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$672,858AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,493DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$48,533ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$880,922ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$677,859ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,607,314TotalExcessDistributionCyovAmt
Qualifying Distributions$672,858QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$667,493TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,493AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,872RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,277,679TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$667,493CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,610,186ExcessDistriCyovToNextYrAmt
Excess From Year2$261,962ExcessFromYear2Amt
Excess From Year1$677,859ExcessFromYear1Amt
Excess From Current Year$670,365ExcessFromCurrentYearAmt

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 (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
19TH NEWS
3267 BEE CAVES RD SUITE 107-353AUSTINTX78746N/APCSPONSORSHIP FOR "THE 19TH REPRESENTS" WEEK OF VIRTUAL PROGRAMMING DEDICATED TO PARTICIPATION, EQUITY AND ADVANCEMENT FOR AMERICA'S WOMEN.$25,000
BOSTON EDUCATION DEVELOPMENT FUND
19 SHEFFIELD ROADROSLINDALEMA02131N/APCGRANT TO SUPPORT THE PRINTING, DISTRIBUTION, AND DIGITALIZATION OF THE "ROAD TO THE VOTE: THE BOSTON WOMEN'S SUFFRAGE TRAIL" GUIDES.$5,283
IDA
3470 WILSHIRE BLVD SUITE 980LOS ANGELESCA90010N/APCGRANT FOR "AIN'T I A WOMAN" DOCUMENTARY FILM, WHICH TRACES THE HISTORY OF THE EQUAL RIGHTS AMENDMENT TO ILLUSTRATE HOW ACROSS RACE, CLASS, AND GENDER, THE DESIRE TO ACCESS WHITE MALE POWER HAS UNDERMINED THE MOST OBVIOUS PIECE OF SOCIAL PROGRESS SINCE THE ABOLITION OF SLAVERY.$10,000
MASSACHUSETTS MUSEUM OF CONTEMPORARY ART FOUNDATION INC
1320 MASS MOCA WAYNORTH ADAMSMA01247N/APCGRANT FOR MASS MOCA'S MARCH MONTH OF WOMEN.$2,500
NATIONAL WOMEN'S POLITICAL CAUCUS
PO BOX 65010WASHINGTONDC20035N/APCCONTRIBUTION TO SUPPORT ITS COALITION FOR WOMEN'S APPOINTMENT PROJECT, WHICH SEEKS TO RECRUIT, EVALUATE, AND RECOMMEND THE APPOINTMENT OF QUALIFIED WOMEN TO SENIOR-LEVEL, POLICY-MAKING, AND MULTI-TIER POSITIONS IN THE INCOMING BIDEN-HARRIS ADMINISTRATION.$10,000
RADCLIFFE INSTITUTE FOR ADVANCED STUDY
124 MOUNT AUBURN STREETCAMBRIDGEMA02138N/APCGRANT FOR RADCLIFFE'S SCHLESINGER LIBRARY TO PROVIDE ONLINE SUFFRAGE LESSONS FOR LEARNERS OF ALL AGES TO EXPLORE THE LONG, COMPLEX, AND ONGOING EFFORTS TO ENSURE FULL CITIZENSHIP FOR WOMEN IN THE UNITES STATES.$10,000
REPRESENTWOMEN
6930 CARROLL AVENUE SUITE 240TAKOMA PARKMD20912N/APCCONTRIBUTION TO SUPPORT EVERY WOMAN VOTE 2020'S EFFORTS TO ENCOURAGE AND MOBILIZE WOMEN TO VOTE IN THE 2020 ELECTIONS.$2,500
RHODE ISLAND PBS
50 PARK LANEPROVIDENCERI02907N/APCGRANT FOR "X FACTOR" FILM. THE FEATURE-LENGTH DOCUMENTARY, DIRECTED BY EMMY AND A PEABODY AWARD RECIPIENT AND RHODE ISLAND PBS PRODUCER, DOROTHY DICKIE, SHINES A SPOTLIGHT ON THE TRAILBLAZING WOMEN POLITICIANS IN NEW ENGLAND.$5,000
RUNNING START
1310 L ST NW SUITE 820WASHINGTONDC20005N/APCSPONSORSHIP FOR 2020 YOUNG WOMEN TO WATCH AWARDS ON 3/24/20.$2,500
SHE SHOULD RUN
80 M STREET SE FLOOR 1WASHINGTONDC20003N/APCCONTRIBUTION TO SHE SHOULD RUN'S CHANGE IS HER CAMPAIGN, IN SUPPORT OF ITS STARTER KIT SET OF RESOURCES FOR THOSE WHO ARE CONSIDERING RUNNING FOR OFFICE.$10,000
UNIVERSITY OF MASSACHUSETTS BOSTON - CENTER FOR WOMEN IN POLITICS
100 MORRISSEY BOULEVARDBOSTONMA02125N/APCSUPPORTER LEVEL SPONSORSHIP OF THE 4TH BIENNIAL NEW ENGLAND WOMEN'S POLICY CONFERENCE, "THE TIME IS NOW: GENDER JUSTICE, ANTIRACISM, AND SYSTEMIC CHANGE," ON DECEMBER 2-4, 2020.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$83,783TotalGrantOrContriPdDurYrAmt
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$665,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$7,165Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,165DisbursementsCharitablePrpsAmt

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)2020 QUALIFYING DISTRIBUTIONS REQUIREMENTS TO BE TREATED AS A CONDUIT FOUNDATION:2020 UNDISTRIBUTED INCOME $ 0(PART XIII,LN 2, PG. 9, 2020 FORM 990-PF) 2020 DISTRIBUTABLE AMOUNT $ 2,493(PART XI,LN 7,PG. 8, 2020 FORM 990-PF)2020 TOTAL CONTRIBUTIONS RECEIVED $665,000(PART I,LN 1(A),PG. 1, 2020 FORM 990-PF)TOTAL AMOUNT TO BE DISTRIBUTED BY 3/15/21 TO BE DEEMED A CONDUIT FOUNDATION $667,4932020 QUALIFYING DISTRIBUTIONS MADE:2020 QUALIFIED DISTRIBUTIONS TREATED AS DISTRIBUTIONS OUT OF CORPUS (SEE ELECTION STATEMENT) $667,493(PART XIII,LN 4,PG. 9, 2020 FORM 990-PF)QUALIFYING DISTRIBUTIONS MADE BETWEEN 1/1/20 AND 3/15/20 TREATED AS MADE FOR THE 2019 TAX YEAR $ 0QUALIFYING DISTRIBUTIONS MADE BETWEEN 1/1/21 AND 3/15/21 TREATED AS MADE FOR THE 2020 TAX YEAR $ 0 AMOUNTS TREATED AS DISTRIBUTIONS OUT OF CORPUS TO SATISFY REQUIREMENTS IMPOSED BY IRC SEC 170(B)(1)(F) OR 4942(G)(3) $667,493 (PART XIII,LN 7,PG. 9, 2020 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 2020 TAX YEAR IN AN AMOUNT EQUAL TO 100% OF ALL CONTRIBUTIONS RECEIVED DURING THE 2020 TAX YEAR AND IN THAT THERE WAS NO REMAINING UNDISTRIBUTABLE INCOME FOR 2019 AND 2020 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$2,258LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,258DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$4$0$4
INSURANCE$837$0$837

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$578,546Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$578,546DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.