Barbara Lee Family Foundation Inc
- Assets
- $2.6k
- Revenue
- $537.5k
- Investments
- $0.0
- Employees
- 0
- Location
- Cambridge, MA
- Founding
- 08/1999
- Data as of
- 12/2021
- EIN
- 04-3473585
Organization Overview
Barbara Lee Family Foundation Inc is located in Cambridge, MA. The organization was established in 1999. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Barbara Lee Family Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Barbara Lee Family Foundation Inc generated $537.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (6.8%) each year. All expenses for the organization totaled $538.0k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (7.6%) per year over the past 3 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Barbara Lee Family Foundation Inc has awarded 48 individual grants totaling $289,966. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Barbara F Lee President | 0 | $0 | |
David Damroth Director | 0 | $0 | |
Emily Cashman Director | 0 | $0 | |
Adrienne Kimmell Director | 0 | $0 | |
S Zachary Lee Director | 0 | $0 | |
Robert S Lee Director | 0 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Avalanche Strategy Inc | 12/30/20 | $215,000 |
Lake Research Partners | 12/30/20 | $280,649 |
Avalanche Strategy Inc | 12/30/20 | $215,000 |
Lake Research Partners | 12/30/20 | $280,649 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $537,500 |
| Interest on Savings | $0 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $537,500 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $265 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $842 |
| Total operating and administrative expenses | $495,485 |
| Contributions, gifts, grants paid | $42,500 |
| Total expenses and disbursements | $537,985 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,355 |
| Savings and temporary cash investments | $1,239 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,594 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Barbara Lee Family Foundation Inc has awarded $42,500 in support to 13 organizations.
| Grant Recipient | Amount |
|---|---|
Austin, TX PURPOSE: CUSTOM SPONSORSHIP FOR THE 19TH REPRESENTS VIRTUAL SUMMIT, WHICH TOOK PLACE AUGUST 16-20, 2021. | $10,000 |
ASIAN PACIFIC AMERICAN INSTITUTE PURPOSE: 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. | $5,000 |
UNIVERSITY OF MASSACHUSETTS BOSTON - CENTER FOR WOMEN IN POLITICS PURPOSE: 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. | $5,000 |
HIGHER HEIGHTS LEADERSHIP FUND PURPOSE: 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. | $5,000 |
Washington, DC PURPOSE: CONTRIBUTION TO SHE SHOULD RUN'S "FINDING YOUR PURPOSE IN PUBLIC LEADERSHIP" ROAD TO RUN WEBINAR, WHICH TOOK PLACE ON NOVEMBER 30, 2021. | $2,500 |
VOTO LATINO PURPOSE: 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. | $2,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Druckenmiller Foundation New York, NY | $1,579,806,367 | $402,828,458 |
Rockefeller Brothers Fund Inc New York, NY | $1,654,004,790 | $94,665,303 |
Adelson Family Foundation Needham, MA | $5,626,414 | $49,822,227 |
Anna Maria And Stephen Kellen Foundation Inc New York, NY | $1,287,407,560 | $57,361,611 |
The Wallace Foundation New York, NY | $1,815,949,042 | $114,535,478 |
Stephen A Schwarzman Foundation New York, NY | $124,156,635 | $61,557,254 |
Pepsico Foundation Inc Purchase, NY | $25,033,678 | $1,734,936 |
Foundation Mireille And James Levy Usa New York, NY | $36,878,233 | $277,701 |
The Bat Hanadiv Foundation No 3 New York, NY | $1,717,297,999 | $245,079,951 |
Big East Conference Inc New York, NY | $25,429,264 | $59,716,596 |
Bristol-Myers Squibb Foundation Inc New York, NY | $146,629,708 | $46,784 |
Cohen Veterans Network Inc Stamford, CT | $21,771,420 | $47,396,071 |