2021-05-28T07:41:14-05:00 2020-12-31 010825608 DAIGLE & ASSOCIATES LLP 176 FEDERAL STREET BOSTON MA 02110 990PF 2020-01-01 043473585 BARBARA LEE FAMILY FOUNDATION INC BARB 6172340355 131 MOUNT AUBURN STREET 2ND FLOOR CAMBRIDGE MA 02138 BARBARA F LEE PRESIDENT 6172340355 2021-05-14 1 BARBARA LEE XXX-XX-XXXX MELISSA S PEIRCE P00493104 6176193350 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 3079 X 665000 0 665000 0 0 0 0 2258 0 2258 7165 0 7165 578546 0 578546 265 0 265 841 0 841 589075 0 589075 83783 83783 672858 0 672858 -7858 0 10937 3079 3079 10937 3079 3079 0 0 X 0 0 0 0 10937 3079 10937 3079 10937 3079 10937 -7858 0 3079 0 3079 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 MAGNO 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 280649 AVALANCHE STRATEGY INC 9335 ERIC PL NE BAINBRIDGE WA 98110 CONSULTING 215000 0 DURING 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. 578546 0 0 50613 0 50613 0 0 50613 759 49854 2493 2493 0 2493 0 2493 0 2493 672858 0 672858 0 672858 2493 0 0 48533 880922 677859 1607314 672858 0 0 667493 2493 2872 0 0 2277679 0 0 0 0 0 667493 0 1610186 261962 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 SPONSORSHIP FOR "THE 19TH REPRESENTS" WEEK OF VIRTUAL PROGRAMMING DEDICATED TO PARTICIPATION, EQUITY AND ADVANCEMENT FOR AMERICA'S WOMEN. 25000 BOSTON EDUCATION DEVELOPMENT FUND 19 SHEFFIELD ROAD ROSLINDALE MA 02131 N/A PC GRANT TO SUPPORT THE PRINTING, DISTRIBUTION, AND DIGITALIZATION OF THE "ROAD TO THE VOTE: THE BOSTON WOMEN'S SUFFRAGE TRAIL" GUIDES. 5283 IDA 3470 WILSHIRE BLVD SUITE 980 LOS ANGELES CA 90010 N/A PC GRANT 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. 10000 MASSACHUSETTS MUSEUM OF CONTEMPORARY ART FOUNDATION INC 1320 MASS MOCA WAY NORTH ADAMS MA 01247 N/A PC GRANT FOR MASS MOCA'S MARCH MONTH OF WOMEN. 2500 NATIONAL WOMEN'S POLITICAL CAUCUS PO BOX 65010 WASHINGTON DC 20035 N/A PC CONTRIBUTION 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. 10000 RADCLIFFE INSTITUTE FOR ADVANCED STUDY 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 N/A PC GRANT 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. 10000 REPRESENTWOMEN 6930 CARROLL AVENUE SUITE 240 TAKOMA PARK MD 20912 N/A PC CONTRIBUTION TO SUPPORT EVERY WOMAN VOTE 2020'S EFFORTS TO ENCOURAGE AND MOBILIZE WOMEN TO VOTE IN THE 2020 ELECTIONS. 2500 RHODE ISLAND PBS 50 PARK LANE PROVIDENCE RI 02907 N/A PC GRANT 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. 5000 RUNNING START 1310 L ST NW SUITE 820 WASHINGTON DC 20005 N/A PC SPONSORSHIP FOR 2020 YOUNG WOMEN TO WATCH AWARDS ON 3/24/20. 2500 SHE SHOULD RUN 80 M STREET SE FLOOR 1 WASHINGTON DC 20003 N/A PC CONTRIBUTION 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. 10000 UNIVERSITY OF MASSACHUSETTS BOSTON - CENTER FOR WOMEN IN POLITICS 100 MORRISSEY BOULEVARD BOSTON MA 02125 N/A PC SUPPORTER 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. 1000 83783 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 665000 X ACCOUNTING 7165 0 7165 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)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. LEGAL 2258 0 2258 BANK CHARGES 4 0 4 INSURANCE 837 0 837 CONSULTING 578546 0 578546 MA FILING FEES 265 0 265