2020-11-16T13:39:40-06:00 2019-12-31 010825608 DAIGLE & ASSOCIATES LLP 176 FEDERAL STREET BOSTON MA 02110 990PF 2019-01-01 043473585 BARBARA LEE FAMILY FOUNDATION INC BARB 6172340355 131 MOUNT AUBURN STREET 2ND FLOOR CAMBRIDGE MA 02138 BARBARA F LEE PRESIDENT 6172340355 2020-11-12 1 MELISSA S PEIRCE P00493104 6176193350 13.92.128.190 2020-11-12 14:32:22 ES P 9B6F520726A5452AC24610EB080F23DCFFA955E1 9B6F520726A5452AC24610EB080F23DCFFA955E1 2019 2021-04-22 16:20:28Z X 10937 X 665000 4 4 6 6 0 665010 10 0 0 0 7380 0 7380 10535 0 10535 581404 0 581404 1287 0 287 1068 0 1068 601674 0 600674 79900 79900 681574 0 680574 -16564 10 22501 10937 10937 5000 0 0 27501 10937 10937 0 0 X 0 0 0 0 27501 10937 27501 10937 27501 10937 27501 -16564 0 10937 0 10937 0 884039 62334 14.182292 291993 40266 7.251602 720930 80001 9.011512 274349 10148 27.034785 225603 12290 18.356631 75.836822 15.167364 54293 823482 0 823482 680574 0 0 0 0 0 1000 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 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 FRAN SEEGULL 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 325344 CENTER FOR AMERICAN WOMAN & POLITICS AT RUTGER 191 RYDERS LN NEW BRUNSWICK NJ 08901 CONSULTING 59400 0 DURING 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. 581484 0 0 55120 0 55120 0 0 55120 827 54293 2715 2715 0 2715 0 2715 0 2715 680574 0 680574 0 680574 2715 0 0 426268 289980 880922 1597170 680574 0 0 667715 2715 10144 0 0 2275029 0 0 0 0 0 667715 0 1607314 48533 880922 677859 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. ANTI - DEFAMATION LEAGUE 40 COURT ST FLOOR 12 BOSTON MA 02108 N/A PC SUPPORT FOR ADL'S 2019 WOMEN OF VALOR EVENT HONORING LIS TARLOW ON 11/1/19. 1000 BOSTON WOMEN'S FUND 3470 WILSHIRE BLVD SUITE 980 LOS ANGELES CA 90010 N/A PC SUPPORT FOR GIRLS DAY ON THE HILL ON 4/18. 2500 IDA 3470 WILSHIRE BLVD SUITE 980 LOS ANGELES CA 90010 N/A PC GRANT FOR THE IMPACT PROGRAM FOR AND SHE COULD BE NEXT, FILM ID 4526 25000 MARCH FORWARD MA EDUCATIONAL FUND 4741 CENTRAL STREET 377 KANSAS CITY MO 64112 N/A PC WOMEN'S GOOD CITIZEN GIVING: IN SUPPORT FOR THE 2019 MA WOMENS MARCH 5000 NETROOTS FOUNDATION 4741 CENTRAL STREET 377 KANSAS CITY MO 64112 N/A PC SUPPORT FOR 2019 NETROOTS NATION NATIONAL CONFERENCE (7/11-7/13) 1400 NEW YORK BOTANICAL GARDEN 2900 SOUTHERN BOULEVARD BRONX NY 10458 N/A PC GRANT FOR THE NEW YORK BOTANICAL GARDEN'S KUSAMA EXHIBIT 5000 PEOPLE FOR THE AMERICAN WAY FOUNDATION 1101 15TH STREET NW SUITE 600 WASHINGTON DC 20005 N/A PC WOMEN'S GOOD CITIZENS GIVING: DEFENDER LEVEL SPONSORSHIP FOR YOUNG ELECTED OFFICIALS 2500 REPRESENTUS EDUCATION FUND PO BOX 60008 FLORENCE MA 01062 N/A PC SUPPORT FOR 2019 UNRIG SUMMIT 5000 REPRESENTWOMEN 6930 CARROLL AVENUE SUITE 240 TAKOMA PARK MD 20912 N/A PC SPONSORSHIP OF CIVICALLY RE-ENGAGED WOMEN'S 2019 SENECA FALLS REVISITED CONFERENCE 5000 RUNNING START 1310 L ST NW SUITE 820 WASHINGTON DC 20005 N/A PC WOMEN'S GOOD CITIZENS GIVING: SPONSORSHIP OF WOMEN TO WATCH AWARDS ON 2/12/2019 2500 SHE SHOULD RUN 80 M STREET SE FLOOR 1 WASHINGTON DC 20003 N/A PC WOMEN'S INITIATIVES: CONTRIBUTION FOR SHE SHOULD RUN'S NATIONAL CONVERSATION 5000 THE INSTITUTE OF CONTEMPORARY ARTBOSTON 25 HARBOR SHORE DRIVE BOSTON MA 02210 N/A PC CHARITABLE AND CONTEMPORARY ART - ICA LEAD SPONSOR-LEVEL SUPPORT FOR ICA WATERSHED GALA ON 4/15/19. 15000 VOTERUNLEAD 8 WEST 126TH ST NEW YORK NY 10027 N/A PC SPONSOR A CITY LEVEL SUPPORT FOR 2019 5000 79900 0 14 4 14 6 0 10 0 10 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 10535 0 10535 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)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. LEGAL 7380 0 7380 RECEIVABLE - GRANT MADE TO KANTIAN FOUNDATION 5000 0 0 BANK CHARGES 151 0 151 MISC EXPENSE 60 0 60 TRAVEL 20 0 20 INSURANCE 837 0 837 CONSULTING 581404 0 581404 MA FILING FEES 287 0 287 FEDERAL TAXES 1000 0 0