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BARBARA LEE FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BARBARA LEE FAMILY FOUNDATION INC (EIN 04-3473585)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202033219349103668
Schema version
2019v5.1
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)
Return2020-11-16T13:39:40-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA S PEIRCEPreparerPersonNm
PTINP00493104PTIN
Phone6176193350PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address13.92.128.190IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm14:32:22IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9B6F520726A5452AC24610EB080F23DCFFA955E1AtSubmissionCreationDeviceId
At Submission Filing Device Id9B6F520726A5452AC24610EB080F23DCFFA955E1AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,937FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$665,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$665,010TotalRevAndExpnssAmt
Total Net Invst Incm$10TotalNetInvstIncmAmt
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$7,380LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$7,380LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,535AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$10,535AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$581,404OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$581,404OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,287TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$287TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,068OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,068OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$601,674TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$600,674TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$79,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$79,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$681,574TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$680,574TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,564ExcessRevenueOverExpensesAmt
Net Investment Income$10NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$22,501SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,937SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,937SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$5,000OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$27,501TotalAssetsBOYAmt
Total Assets EOY$10,937TotalAssetsEOYAmt
Total Assets EOYFMV$10,937TotalAssetsEOYFMVAmt
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$27,501RetainedEarningBOYAmt
Retained Earning EOY$10,937RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$27,501TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,937TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,501TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,937TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,501TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,564ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,937SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,937TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$884,039AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$62,334NetVlNoncharitableAssetsYr1Amt
Distribution Yr114.182292DistributionYr1Rt
Adjusted Qlfy Distri Yr2$291,993AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$40,266NetVlNoncharitableAssetsYr2Amt
Distribution Yr27.251602DistributionYr2Rt
Adjusted Qlfy Distri Yr3$720,930AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$80,001NetVlNoncharitableAssetsYr3Amt
Distribution Yr39.011512DistributionYr3Rt
Adjusted Qlfy Distri Yr4$274,349AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$10,148NetVlNoncharitableAssetsYr4Amt
Distribution Yr427.034785DistributionYr4Rt
Adjusted Qlfy Distri Yr5$225,603AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$12,290NetVlNoncharitableAssetsYr5Amt
Distribution Yr518.356631DistributionYr5Rt
Total Distribution75.836822TotalDistributionRt
Average Distribution15.167364AverageDistributionRt
Net Vl Noncharitable Assets$54,293NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$823,482AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$823,482AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$680,574QualifyingDistributionsAmt

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
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 (9 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 MAGNO
131 MT AUBURN STREETCAMBRIDGEMA02138DIRECTOR0.00$0$0$0
ADRIENNE KIMMELL
131 MT AUBURN STREETCAMBRIDGEMA02138DIRECTOR0.00$0$0$0
FRAN SEEGULL
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$325,344
CENTER FOR AMERICAN WOMAN & POLITICS AT RUTGER
191 RYDERS LNNEW BRUNSWICKNJ08901CONSULTING$59,400
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DURING 2019 TWO RESEARCH PROJECTS WERE PUBLISHED BY THE BARBARA LEE FAMILY FOUNDATION:"KEYS TO ELECTED OFFICE: THE ESSENTIAL GUIDE FOR WOMEN," WHICH OFFERS THE MOST DIRECT, MUST-KNOW ADVICE WE'VE GLEANED FOR WOMEN ELECTED OFFICIALS AND CANDIDATES RUNNING FOR OFFICE, AND PROVIDES A NEW, CONCISE LOOK AT WHAT IT TAKES FOR A WOMAN TO RUN AND SUCCEED. "READY, WILLING, & ELECTABLE: WOMEN RUNNING FOR EXECUTIVE OFFICE," RESEARCH WHICH ASKS ABOUT HYPOTHETICAL ASIAN AMERICAN, BLACK, LATINA, LESBIAN AND WHITE WOMEN CANDIDATES OF THE TWO MAJOR POLITICAL PARTIES, COMPREHENSIVELY EXAMINING WHAT IT TAKES FOR A WOMAN TO PROVE TO VOTERS SHE IS READY TO SERVE IN EXECUTIVE OFFICE.Description1Txt
Expenses1$581,484Expenses1Amt

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$55,120AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$55,120TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$55,120AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$827CashDeemedCharitableAmt
Net Vl Noncharitable Assets$54,293NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,715MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,715MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$2,715DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,715DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,715DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$680,574ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$680,574QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$680,574AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,715DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$426,268ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$289,980ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$880,922ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,597,170TotalExcessDistributionCyovAmt
Qualifying Distributions$680,574QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$667,715TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,715AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,144RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,275,029TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$667,715CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,607,314ExcessDistriCyovToNextYrAmt
Excess From Year2$48,533ExcessFromYear2Amt
Excess From Year1$880,922ExcessFromYear1Amt
Excess From Current Year$677,859ExcessFromCurrentYearAmt

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
ANTI - DEFAMATION LEAGUE
40 COURT ST FLOOR 12BOSTONMA02108N/APCSUPPORT FOR ADL'S 2019 WOMEN OF VALOR EVENT HONORING LIS TARLOW ON 11/1/19.$1,000
BOSTON WOMEN'S FUND
3470 WILSHIRE BLVD SUITE 980LOS ANGELESCA90010N/APCSUPPORT FOR GIRLS DAY ON THE HILL ON 4/18.$2,500
IDA
3470 WILSHIRE BLVD SUITE 980LOS ANGELESCA90010N/APCGRANT FOR THE IMPACT PROGRAM FOR AND SHE COULD BE NEXT, FILM ID 4526$25,000
MARCH FORWARD MA EDUCATIONAL FUND
4741 CENTRAL STREET 377KANSAS CITYMO64112N/APCWOMEN'S GOOD CITIZEN GIVING: IN SUPPORT FOR THE 2019 MA WOMENS MARCH$5,000
NETROOTS FOUNDATION
4741 CENTRAL STREET 377KANSAS CITYMO64112N/APCSUPPORT FOR 2019 NETROOTS NATION NATIONAL CONFERENCE (7/11-7/13)$1,400
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BOULEVARDBRONXNY10458N/APCGRANT FOR THE NEW YORK BOTANICAL GARDEN'S KUSAMA EXHIBIT$5,000
PEOPLE FOR THE AMERICAN WAY FOUNDATION
1101 15TH STREET NW SUITE 600WASHINGTONDC20005N/APCWOMEN'S GOOD CITIZENS GIVING: DEFENDER LEVEL SPONSORSHIP FOR YOUNG ELECTED OFFICIALS$2,500
REPRESENTUS EDUCATION FUND
PO BOX 60008FLORENCEMA01062N/APCSUPPORT FOR 2019 UNRIG SUMMIT$5,000
REPRESENTWOMEN
6930 CARROLL AVENUE SUITE 240TAKOMA PARKMD20912N/APCSPONSORSHIP OF CIVICALLY RE-ENGAGED WOMEN'S 2019 SENECA FALLS REVISITED CONFERENCE$5,000
RUNNING START
1310 L ST NW SUITE 820WASHINGTONDC20005N/APCWOMEN'S GOOD CITIZENS GIVING: SPONSORSHIP OF WOMEN TO WATCH AWARDS ON 2/12/2019$2,500
SHE SHOULD RUN
80 M STREET SE FLOOR 1WASHINGTONDC20003N/APCWOMEN'S INITIATIVES: CONTRIBUTION FOR SHE SHOULD RUN'S NATIONAL CONVERSATION$5,000
THE INSTITUTE OF CONTEMPORARY ARTBOSTON
25 HARBOR SHORE DRIVEBOSTONMA02210N/APCCHARITABLE AND CONTEMPORARY ART - ICA LEAD SPONSOR-LEVEL SUPPORT FOR ICA WATERSHED GALA ON 4/15/19.$15,000
VOTERUNLEAD
8 WEST 126TH STNEW YORKNY10027N/APCSPONSOR A CITY LEVEL SUPPORT FOR 2019$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$79,900TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10TotalIncomeProducingActyAmt

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$10,535Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,535DisbursementsCharitablePrpsAmt

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)2019 QUALIFYING DISTRIBUTIONS REQUIREMENTS TO BE TREATED AS A CONDUIT FOUNDATION:2019 UNDISTRIBUTED INCOME $ 0(PART XIII,LN 2, PG. 9, 2019 FORM 990-PF) 2019 DISTRIBUTABLE AMOUNT $ 2,715(PART XI,LN 7,PG. 8, 2019 FORM 990-PF)2019 TOTAL CONTRIBUTIONS RECEIVED $665,000(PART I,LN 1(A),PG. 1, 2019 FORM 990-PF)TOTAL AMOUNT TO BE DISTRIBUTED BY 3/15/20 TO BE DEEMED A CONDUIT FOUNDATION $667,7152019 QUALIFYING DISTRIBUTIONS MADE:2019 QUALIFIED DISTRIBUTIONS TREATED AS DISTRIBUTIONS OUT OF CORPUS (SEE ELECTION STATEMENT) $667,715(PART XIII,LN 4,PG. 9, 2019 FORM 990-PF)QUALIFYING DISTRIBUTIONS MADE BETWEEN 1/1/19 AND 3/15/19 TREATED AS MADE FOR THE 2018 TAX YEAR $ 0QUALIFYING DISTRIBUTIONS MADE BETWEEN 1/1/20 AND 3/15/20 TREATED AS MADE FOR THE 2019 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) $667,715 (PART XIII,LN 7,PG. 9, 2019 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 2019 TAX YEAR IN AN AMOUNT EQUAL TO 100% OF ALL CONTRIBUTIONS RECEIVED DURING THE 2019 TAX YEAR AND IN THAT THERE WAS NO REMAINING UNDISTRIBUTABLE INCOME FOR 2018 AND 2019 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$7,380LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,380DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRECEIVABLE - GRANT MADE TO KANTIAN FOUNDATIONDesc
BOY Book Value$5,000BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$151$0$151
MISC EXPENSE$60$0$60
TRAVEL$20$0$20
INSURANCE$837$0$837

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$581,404Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$581,404DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MA FILING FEES$287$0$287
FEDERAL TAXES$1,000$0$0

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