Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
CHARLES H HOOD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2 BOYLSTON STREET 4TH FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02116
A Employer identification number

04-3507847
B Telephone number (see instructions)

(617) 695-9439
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$73,468,723
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,302,685 1,302,685  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 860,251
b Gross sales price for all assets on line 6a 5,970,212
7 Capital gain net income (from Part IV, line 2)... 860,251
8 Net short-term capital gain.........  
9 Income modifications........... 175,535
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 180,014 0  
12 Total. Add lines 1 through 11........ 2,342,950 2,162,936 175,535
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 28,703 0   28,703
b Accounting fees (attach schedule)....... 16,253 0   16,253
c Other professional fees (attach schedule).... 106,525 90,762   15,763
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 36,521 36,521   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,456 0   4,456
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 210,764 0   210,764
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 403,222 127,283   275,939
25 Contributions, gifts, grants paid....... 2,059,212 2,059,212
26 Total expenses and disbursements. Add lines 24 and 25 2,462,434 127,283   2,335,151
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -119,484
b Net investment income (if negative, enter -0-) 2,035,653
c Adjusted net income (if negative, enter -0-)... 175,535
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 502,310 388,809 388,809
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 47,014,599 Click to see attachment51,980,735 51,980,735
c Investments—corporate bonds (attach schedule)....... 15,038,832 Click to see attachment15,513,323 15,513,323
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,964,148 Click to see attachment3,465,892 3,465,892
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,307,000 Click to see attachment2,119,964 Click to see attachment2,119,964
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 66,826,889 73,468,723 73,468,723
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 59,300,755 59,300,755
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,526,134 14,167,968
29 Total net assets or fund balances (see instructions)..... 66,826,889 73,468,723
30 Total liabilities and net assets/fund balances (see instructions). 66,826,889 73,468,723
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
66,826,889
2
Enter amount from Part I, line 27a .....................
2
-119,484
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6,877,676
4
Add lines 1, 2, and 3 ..........................
4
73,585,081
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
116,358
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
73,468,723
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,970,212   5,109,961 860,251
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       860,251
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 860,251
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 28,296
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 28,296
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 28,296
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 39,516
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,516
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 11,220
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet11,220 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHTTPS://HRIA.ORG/TMF/HOOD/
    14
    The books are in care ofbulletAAFCPAS Telephone no.bullet (508) 366-9100

    Located atbullet50 WASHINGTON STREETWESTBOROUGHMA ZIP+4bullet01581
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    NEIL SMILEY PRESIDENT AND TREASURER
    1.00
    0 0 0
    2 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02116
    JOHN O PARKER JR VICE PRESIDENT AND CLERK
    1.00
    0 0 0
    2 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02116
    ROBERT C BOUTWELL TRUSTEE
    1.00
    0 0 0
    2 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02116
    BARBARA BULA TRUSTEE
    1.00
    0 0 0
    2 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02116
    BRENDON BULA TRUSTEE
    1.00
    0 0 0
    2 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02116
    ELIZABETH HOOD TRUSTEE
    1.00
    0 0 0
    2 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02116
    CLAY SMILEY TRUSTEE
    1.00
    0 0 0
    2 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02116
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    HEALTH RESOURCES IN ACTION ADMINISTRATIVE FEES 131,820
    2 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02116
    PRIME BUCHHOLZ INVESTMENT ADVISORY SERVICES 75,000
    273 CORPORATE DRIVE SUITE 250
    PORTSMOUTH,NH03801
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 MESENTECH, INC. - BRITISH COLUMBIA, CANADASAFE - SIMPLE AGREEMENT FOR FUTURE EQUITY 250,000
    2 ANIDA PHARMA - CAMBRIDGE, MACONVERTIBLE PROMISSORY NOTE 250,000
    All other program-related investments. See instructions.
    3 Click to see attachment 300,000
    Total. Add lines 1 through 3.........................bullet800,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    63,357,772
    b
    Average of monthly cash balances.......................
    1b
    250,829
    c
    Fair market value of all other assets (see instructions)................
    1c
    602,701
    d
    Total (add lines 1a, b, and c).........................
    1d
    64,211,302
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    64,211,302
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    963,170
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    63,248,132
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,162,407
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,162,407
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    28,296
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    448
    c
    Add lines 2a and 2b............................
    2c
    28,744
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,133,663
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    175,535
    5
    Add lines 3 and 4............................
    5
    3,309,198
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,309,198
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,335,151
    b
    Program-related investments—total from Part IX-B..................
    1b
    800,000
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,135,151
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,135,151
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 3,309,198
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 2,911,960
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,135,151
    a Applied to 2019, but not more than line 2a 2,911,960
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 223,191
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    3,086,007
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CHARLENE MANCUSI PROGRAM OFFICER HR
    2 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02116
    (617) 695-9439
    CMANCUSI@HRIA.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION FORMS AVAILABLE AT WWW.TMFGRANTS.ORG/HOOD
    cAny submission deadlines:
    ANNUALLY MARCH AND OCTOBER
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTED TO PEDIATRIC RESEARCH
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    YALE UNIVERSITY
    PO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH RESEARCH AWARD - MICROVASCULAR NETWORKS ON A CHIP TO INVESTIGATE HOW HYPERGLYCEMIA INDUCES MICROANGIOPATHY IN TYPE 1 DIABETES 82,500
    YALE UNIVERSITY
    PO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH RESEARCH AWARD - REAL-TIME PREDICTION AND INTERVENTION FOR IMPENDING ACUTE KIDNEY INJURY IN HOSPITALIZED CHILDREN 82,500
    BOSTON CHILDRENS HOSPITAL
    PO BOX 414413
    BOSTON,MA022414413
      PC CHILD HEALTH RESEARCH AWARD - SYSTEMATIC DISCOVERY AND CORRECTION OF SPLICING DEFECTS CAUSED BY RETROELEMENT INSERTIONS 82,500
    MASSACHUSETTS EYE AND EAR INFIRMARY
    399 REVOLUTION DRIVE
    SOMERVILLE,MA02145
      PC CHILD HEALTH RESEARCH AWARD - GENE THERAPY FOR PERIPHERAL NERVE REPAIR 82,500
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    C/O BANK OF AMERICA NA 100 FEDERAL
    STREET
    BOSTON,MA02110
      PC CHILD HEALTH RESEARCH AWARD - A CIRCULATORY SUPPORT DEVICE FOR CHILDREN WITH UNIVENTRICULAR HEARTS AND FAILING FONTAN PHYSIOLOGY 82,500
    YALE UNIVERSITY
    PO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH RESEARCH AWARD - PEDIATRIC OPIOID POISONING: FAMILY, HOME, AND COMMUNITY RISK FACTORS 82,500
    UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL
    55 LAKE AVENUE NORTH
    WORCESTER,MA01655
      PC CHILD HEALTH RESEARCH AWARD - SINGLE-CELL TRANSCRIPTOMIC AND GENOMIC ANALYSIS OF HUMAN ATAXIA 82,500
    UNIVERSITY OF CONNECTICUT HEALTH CENTER
    263 FARMINGTON AVE MC5335
    FARMINGTON,CT060305335
      PC CHILD HEALTH RESEARCH AWARD - HARNESSING MICROBIOME CONSTITUENTS TO PREVENT RECURRENT PEDIATRIC METHICILLIN-RESISTANT STAPHYLOCOCCUS AUREUS INFECTIONS 82,500
    UNIVERSITY OF MASSACHUSETTS
    55 LAKE AVENUE NORTH
    WORCESTER,MA01655
      PC CHILD HEALTH RESEARCH AWARD - THE ROLE OF CUTANEOUS INTRINSIC IMMUNITY IN NEONATAL ANTIVIRAL DEFENSE 82,500
    YALE UNIVERSITY
    PO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH RESEARCH AWARD - UNDERSTANDING THE ROLE OF ENVIRONMENTAL XENOBIOTICS IN FOOD ALLERGY 82,500
    YALE UNIVERSITY
    PO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH SUPPLEMENTAL ASSISTANCE DUE TO COVID IMPACTS - DEFINING A CILIA-LYSOSOME AXIS IN DEVELOPMENTAL SIGNALING AND CILIUM-BASED DISEASE 12,362
    UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL
    55 LAKE AVENUE NORTH
    WORCESTER,MA01655
      PC CHILD HEALTH SUPPLEMENTAL ASSISTANCE DUE TO COVID IMPACTS - IDENTIFICATION OF THE EMBRYONIC LYMPHOID PROGENITORS OF NEONATAL IL-17 PRODUCING T CELLS 18,694
    BOSTON CHILDRENS HOSPITAL
    PO BOX 414413
    BOSTON,MA022414413
      PC CHILD HEALTH SUPPLEMENTAL ASSISTANCE DUE TO COVID IMPACTS - A MOBILE APPLICATION TO ENGAGE FAMILIES OF HOSPITALIZED CHILDREN IN SAFETY REPORTING 44,026
    UNIVERSITY OF CONNECTICUT HEALTH CENTER
    263 FARMINGTON AVE MC5335
    FARMINGTON,CT060305335
      PC CHILD HEALTH SUPPLEMENTAL ASSISTANCE DUE TO COVID IMPACTS - ESTABLISHING THE C1Q-LIKE PROTEIN SIGNALING PATHWAY AS A NOVEL TARGET FOR ADHD TREATMENTS 11,795
    MASSACHUSETTS GENERAL HOSPITAL
    C/O BANK OF AMERICA NA PO BOX
    414876
    BOSTON,MA022414876
      PC CHILD HEALTH SUPPLEMENTAL ASSISTANCE DUE TO COVID IMPACTS - GENETIC ETIOLOGY STUDY OF NEUROENDOCRINE CELL HYPERPLASIA OF INFANCY (NEHI) ON DISH 33,000
    MASSACHUSETTS GENERAL HOSPITAL
    C/O BANK OF AMERICA NA PO BOX
    414876
    BOSTON,MA022414876
      PC CHILD HEALTH SUPPLEMENTAL ASSISTANCE DUE TO COVID IMPACTS - PROTECTIVE ANTIBODIES IN IMMUNOTHERAPY FOR PEANUT ALLERGY 24,200
    YALE UNIVERSITY
    PO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH SUPPLEMENTAL ASSISTANCE DUE TO COVID IMPACTS - MECHANISM OF CHIMERIC ANTIGEN RECEPTOR (CAR) SIGNALING 40,135
    UNIVERSITY OF CONNECTICUT
    438 WHITNEY RD EXT UNIT 1133
    STORRS,CT06269
      PC CHILD HEALTH RESEARCH AWARD - NEXT GENERATION TARGETING OF ONCOMIRS FOR PEDIATRIC GLIOMA THERAPY 82,500
    BOSTON CHILDRENS HOSPITAL
    PO BOX 414413
    BOSTON,MA022414413
      PC CHILD HEALTH RESEARCH AWARD - BACK TO THE BASICS OF ANTI-FOLATE THERAPY FOR IMPROVED CURE OF PEDIATRIC CANCER 82,500
    YALE UNIVERSITY
    PO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH RESEARCH AWARD - NOVEL MRI MARKERS TO PREDICT MULTIPLE SCLEROSIS IN CHILDREN AT RISK 82,500
    HEALTH RESOURCES IN ACTION INC
    2 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02116
      PC CHILD HEALTH AWARD FUNDS TO BE HELD IN ESCROW (FUNDS TO BE PAID TO GRANTEES AT A LATER DATE) 165,000
    BOSTON CHILDREN'S HOSPITAL
    PO BOX 414413
    BOSTON,MA022414413
      PC CHILD HEALTH RESEARCH AWARD - MTORC1 AS A MEDIATOR OF HEMOPHAGOCYTOSIS AND MACROPHAGE ACTIVATION SYNDROME 82,500
    DANA-FARBER CANCER INSTITUTE
    450 BROOKLINE AVE BP437
    BOSTON,MA022155450
      PC CHILD HEALTH RESEARCH AWARD - PRECISION MEDICINE FOR PEDIATRIC ACUTE LEUKEMIA 82,500
    MASSACHUSETTS GENERAL HOSPITAL
    C/O BANK OF AMERICA NA PO BOX
    414876
    BOSTON,MA022414876
      PC CHILD HEALTH RESEARCH AWARD - MEDS2: MEDICATION EDUCATION FOR DOSING SAFETY 82,500
    BOSTON MEDICAL CENTER
    660 HARRISON AVE 2ND FLOOR
    BOSTON,MA021182908
      PC CHILD HEALTH RESEARCH AWARD - RISING SUICIDES IN BLACK CHILDREN WITH ADHD: THE ROLE OF DISCRIMINATION 82,500
    TUFTS MEDICAL CENTER
    800 WASHINGTON STREET TUFTS MC BOX
    453
    BOSTON,MA021111526
      PC CHILD HEALTH RESEARCH AWARD - SALIVARY TRANSCRIPTOMIC ANALYSIS TO UNDERSTAND SEX-DEPENDENT INFLAMMATORY EFFECTS OF PRENATAL OPIOID EXPOSURE ON THE BRAIN REWARD SIGNALING 82,500
    MCLEAN HOSPITAL
    PO BOX 414248
    BOSTON,MA022414248
      PC MAJOR GRANT - BRAIN/BEHAVIOR MECHANISMS OF IRRITABILITY AND SUICIDE IN CHILDREN AND ADOLESCENTS 225,000
    Total .................................bullet 3a 2,059,212
    bApproved for future payment
    YALE UNIVERSITY
    PO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH RESEARCH AWARD - PEDIATRIC OPIOID POISONING: FAMILY, HOME, AND COMMUNITY RISK FACTORS 82,500
    UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL
    55 LAKE AVENUE NORTH
    WORCESTER,MA01655
      PC CHILD HEALTH RESEARCH AWARD - SINGLE-CELL TRANSCRIPTOMIC AND GENOMIC ANALYSIS OF HUMAN ATAXIA 82,500
    UNIVERSITY OF CONNECTICUT HEALTH CENTER
    263 FARMINGTON AVE MC5335
    FARMINGTON,CT060305335
      PC CHILD HEALTH RESEARCH AWARD - HARNESSING MICROBIOME CONSTITUENTS TO PREVENT RECURRENT PEDIATRIC METHICILLIN-RESISTANT STAPHYLOCOCCUS AUREUS INFECTIONS 82,500
    UNIVERSITY OF MASSACHUSETTS
    55 LAKE AVENUE NORTH
    WORCESTER,MA01655
      PC CHILD HEALTH RESEARCH AWARD - THE ROLE OF CUTANEOUS INTRINSIC IMMUNITY IN NEONATAL ANTIVIRAL DEFENSE 82,500
    YALE UNIVERSITY
    PO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH RESEARCH AWARD - UNDERSTANDING THE ROLE OF ENVIRONMENTAL XENOBIOTICS IN FOOD ALLERGY 82,500
    BOSTON CHILDREN'S HOSPITAL
    PO BOX 414413
    BOSTON,MA022414413
      PC CHILD HEALTH RESEARCH AWARD - MTORC1 AS A MEDIATOR OF HEMOPHAGOCYTOSIS AND MACROPHAGE ACTIVATION SYNDROME 82,500
    DANA-FARBER CANCER INSTITUTE
    450 BROOKLINE AVE BP437
    BOSTON,MA022155450
      PC CHILD HEALTH RESEARCH AWARD - PRECISION MEDICINE FOR PEDIATRIC ACUTE LEUKEMIA 82,500
    MASSACHUSETTS GENERAL HOSPITAL
    C/O BANK OF AMERICA NA PO BOX
    414876
    BOSTON,MA022414876
      PC CHILD HEALTH RESEARCH AWARD - MEDS2: MEDICATION EDUCATION FOR DOSING SAFETY 82,500
    BOSTON MEDICAL CENTER
    660 HARRISON AVE 2ND FLOOR
    BOSTON,MA021182908
      PC CHILD HEALTH RESEARCH AWARD - RISING SUICIDES IN BLACK CHILDREN WITH ADHD: THE ROLE OF DISCRIMINATION 82,500
    TUFTS MEDICAL CENTER
    800 WASHINGTON STREET TUFTS MC BOX
    453
    BOSTON,MA021111526
      PC CHILD HEALTH RESEARCH AWARD - SALIVARY TRANSCRIPTOMIC ANALYSIS TO UNDERSTAND SEX-DEPENDENT INFLAMMATORY EFFECTS OF PRENATAL OPIOID EXPOSURE ON THE BRAIN REWARD SIGNALING 82,500
    MCLEAN HOSPITAL
    PO BOX 414248
    BOSTON,MA022414248
      PC MAJOR GRANT - BRAIN/BEHAVIOR MECHANISMS OF IRRITABILITY AND SUICIDE IN CHILDREN AND ADOLESCENTS 225,000
    Total .................................bullet 3b 1,050,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 1,302,685  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 860,251  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRETURNED GRANT FUNDS
            175,535
    bMISCELLANEOUS INCOME         4,479
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,162,936 180,014
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,342,950
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11 EXCESS FUNDS RETURNED FROM GRANTS PREVIOUSLY PAID OUT.
    11 MISCELLANEOUS NON-INVESTMENT INCOME
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    YALE UNIVERSITYPO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH RESEARCH AWARD - MICROVASCULAR NETWORKS ON A CHIP TO INVESTIGATE HOW HYPERGLYCEMIA INDUCES MICROANGIOPATHY IN TYPE 1 DIABETES 82,500
    YALE UNIVERSITYPO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH RESEARCH AWARD - REAL-TIME PREDICTION AND INTERVENTION FOR IMPENDING ACUTE KIDNEY INJURY IN HOSPITALIZED CHILDREN 82,500
    BOSTON CHILDRENS HOSPITALPO BOX 414413
    BOSTON,MA022414413
      PC CHILD HEALTH RESEARCH AWARD - SYSTEMATIC DISCOVERY AND CORRECTION OF SPLICING DEFECTS CAUSED BY RETROELEMENT INSERTIONS 82,500
    MASSACHUSETTS EYE AND EAR INFIRMARY399 REVOLUTION DRIVE
    SOMERVILLE,MA02145
      PC CHILD HEALTH RESEARCH AWARD - GENE THERAPY FOR PERIPHERAL NERVE REPAIR 82,500
    MASSACHUSETTS INSTITUTE OF TECHNOLOGYC/O BANK OF AMERICA NA 100 FEDERAL
    STREET
    BOSTON,MA02110
      PC CHILD HEALTH RESEARCH AWARD - A CIRCULATORY SUPPORT DEVICE FOR CHILDREN WITH UNIVENTRICULAR HEARTS AND FAILING FONTAN PHYSIOLOGY 82,500
    YALE UNIVERSITYPO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH RESEARCH AWARD - PEDIATRIC OPIOID POISONING: FAMILY, HOME, AND COMMUNITY RISK FACTORS 82,500
    UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL55 LAKE AVENUE NORTH
    WORCESTER,MA01655
      PC CHILD HEALTH RESEARCH AWARD - SINGLE-CELL TRANSCRIPTOMIC AND GENOMIC ANALYSIS OF HUMAN ATAXIA 82,500
    UNIVERSITY OF CONNECTICUT HEALTH CENTER263 FARMINGTON AVE MC5335
    FARMINGTON,CT060305335
      PC CHILD HEALTH RESEARCH AWARD - HARNESSING MICROBIOME CONSTITUENTS TO PREVENT RECURRENT PEDIATRIC METHICILLIN-RESISTANT STAPHYLOCOCCUS AUREUS INFECTIONS 82,500
    UNIVERSITY OF MASSACHUSETTS55 LAKE AVENUE NORTH
    WORCESTER,MA01655
      PC CHILD HEALTH RESEARCH AWARD - THE ROLE OF CUTANEOUS INTRINSIC IMMUNITY IN NEONATAL ANTIVIRAL DEFENSE 82,500
    YALE UNIVERSITYPO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH RESEARCH AWARD - UNDERSTANDING THE ROLE OF ENVIRONMENTAL XENOBIOTICS IN FOOD ALLERGY 82,500
    YALE UNIVERSITYPO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH SUPPLEMENTAL ASSISTANCE DUE TO COVID IMPACTS - DEFINING A CILIA-LYSOSOME AXIS IN DEVELOPMENTAL SIGNALING AND CILIUM-BASED DISEASE 12,362
    UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL55 LAKE AVENUE NORTH
    WORCESTER,MA01655
      PC CHILD HEALTH SUPPLEMENTAL ASSISTANCE DUE TO COVID IMPACTS - IDENTIFICATION OF THE EMBRYONIC LYMPHOID PROGENITORS OF NEONATAL IL-17 PRODUCING T CELLS 18,694
    BOSTON CHILDRENS HOSPITALPO BOX 414413
    BOSTON,MA022414413
      PC CHILD HEALTH SUPPLEMENTAL ASSISTANCE DUE TO COVID IMPACTS - A MOBILE APPLICATION TO ENGAGE FAMILIES OF HOSPITALIZED CHILDREN IN SAFETY REPORTING 44,026
    UNIVERSITY OF CONNECTICUT HEALTH CENTER263 FARMINGTON AVE MC5335
    FARMINGTON,CT060305335
      PC CHILD HEALTH SUPPLEMENTAL ASSISTANCE DUE TO COVID IMPACTS - ESTABLISHING THE C1Q-LIKE PROTEIN SIGNALING PATHWAY AS A NOVEL TARGET FOR ADHD TREATMENTS 11,795
    MASSACHUSETTS GENERAL HOSPITALC/O BANK OF AMERICA NA PO BOX
    414876
    BOSTON,MA022414876
      PC CHILD HEALTH SUPPLEMENTAL ASSISTANCE DUE TO COVID IMPACTS - GENETIC ETIOLOGY STUDY OF NEUROENDOCRINE CELL HYPERPLASIA OF INFANCY (NEHI) ON DISH 33,000
    MASSACHUSETTS GENERAL HOSPITALC/O BANK OF AMERICA NA PO BOX
    414876
    BOSTON,MA022414876
      PC CHILD HEALTH SUPPLEMENTAL ASSISTANCE DUE TO COVID IMPACTS - PROTECTIVE ANTIBODIES IN IMMUNOTHERAPY FOR PEANUT ALLERGY 24,200
    YALE UNIVERSITYPO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH SUPPLEMENTAL ASSISTANCE DUE TO COVID IMPACTS - MECHANISM OF CHIMERIC ANTIGEN RECEPTOR (CAR) SIGNALING 40,135
    UNIVERSITY OF CONNECTICUT438 WHITNEY RD EXT UNIT 1133
    STORRS,CT06269
      PC CHILD HEALTH RESEARCH AWARD - NEXT GENERATION TARGETING OF ONCOMIRS FOR PEDIATRIC GLIOMA THERAPY 82,500
    BOSTON CHILDRENS HOSPITALPO BOX 414413
    BOSTON,MA022414413
      PC CHILD HEALTH RESEARCH AWARD - BACK TO THE BASICS OF ANTI-FOLATE THERAPY FOR IMPROVED CURE OF PEDIATRIC CANCER 82,500
    YALE UNIVERSITYPO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH RESEARCH AWARD - NOVEL MRI MARKERS TO PREDICT MULTIPLE SCLEROSIS IN CHILDREN AT RISK 82,500
    HEALTH RESOURCES IN ACTION INC2 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02116
      PC CHILD HEALTH AWARD FUNDS TO BE HELD IN ESCROW (FUNDS TO BE PAID TO GRANTEES AT A LATER DATE) 165,000
    BOSTON CHILDREN'S HOSPITALPO BOX 414413
    BOSTON,MA022414413
      PC CHILD HEALTH RESEARCH AWARD - MTORC1 AS A MEDIATOR OF HEMOPHAGOCYTOSIS AND MACROPHAGE ACTIVATION SYNDROME 82,500
    DANA-FARBER CANCER INSTITUTE450 BROOKLINE AVE BP437
    BOSTON,MA022155450
      PC CHILD HEALTH RESEARCH AWARD - PRECISION MEDICINE FOR PEDIATRIC ACUTE LEUKEMIA 82,500
    MASSACHUSETTS GENERAL HOSPITALC/O BANK OF AMERICA NA PO BOX
    414876
    BOSTON,MA022414876
      PC CHILD HEALTH RESEARCH AWARD - MEDS2: MEDICATION EDUCATION FOR DOSING SAFETY 82,500
    BOSTON MEDICAL CENTER660 HARRISON AVE 2ND FLOOR
    BOSTON,MA021182908
      PC CHILD HEALTH RESEARCH AWARD - RISING SUICIDES IN BLACK CHILDREN WITH ADHD: THE ROLE OF DISCRIMINATION 82,500
    TUFTS MEDICAL CENTER800 WASHINGTON STREET TUFTS MC BOX
    453
    BOSTON,MA021111526
      PC CHILD HEALTH RESEARCH AWARD - SALIVARY TRANSCRIPTOMIC ANALYSIS TO UNDERSTAND SEX-DEPENDENT INFLAMMATORY EFFECTS OF PRENATAL OPIOID EXPOSURE ON THE BRAIN REWARD SIGNALING 82,500
    MCLEAN HOSPITALPO BOX 414248
    BOSTON,MA022414248
      PC MAJOR GRANT - BRAIN/BEHAVIOR MECHANISMS OF IRRITABILITY AND SUICIDE IN CHILDREN AND ADOLESCENTS 225,000
    Total ...............................bullet 3a 2,059,212
    bApproved for future payment
    YALE UNIVERSITYPO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH RESEARCH AWARD - PEDIATRIC OPIOID POISONING: FAMILY, HOME, AND COMMUNITY RISK FACTORS 82,500
    UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL55 LAKE AVENUE NORTH
    WORCESTER,MA01655
      PC CHILD HEALTH RESEARCH AWARD - SINGLE-CELL TRANSCRIPTOMIC AND GENOMIC ANALYSIS OF HUMAN ATAXIA 82,500
    UNIVERSITY OF CONNECTICUT HEALTH CENTER263 FARMINGTON AVE MC5335
    FARMINGTON,CT060305335
      PC CHILD HEALTH RESEARCH AWARD - HARNESSING MICROBIOME CONSTITUENTS TO PREVENT RECURRENT PEDIATRIC METHICILLIN-RESISTANT STAPHYLOCOCCUS AUREUS INFECTIONS 82,500
    UNIVERSITY OF MASSACHUSETTS55 LAKE AVENUE NORTH
    WORCESTER,MA01655
      PC CHILD HEALTH RESEARCH AWARD - THE ROLE OF CUTANEOUS INTRINSIC IMMUNITY IN NEONATAL ANTIVIRAL DEFENSE 82,500
    YALE UNIVERSITYPO BOX 1873
    NEW HAVEN,CT065081873
      PC CHILD HEALTH RESEARCH AWARD - UNDERSTANDING THE ROLE OF ENVIRONMENTAL XENOBIOTICS IN FOOD ALLERGY 82,500
    BOSTON CHILDREN'S HOSPITALPO BOX 414413
    BOSTON,MA022414413
      PC CHILD HEALTH RESEARCH AWARD - MTORC1 AS A MEDIATOR OF HEMOPHAGOCYTOSIS AND MACROPHAGE ACTIVATION SYNDROME 82,500
    DANA-FARBER CANCER INSTITUTE450 BROOKLINE AVE BP437
    BOSTON,MA022155450
      PC CHILD HEALTH RESEARCH AWARD - PRECISION MEDICINE FOR PEDIATRIC ACUTE LEUKEMIA 82,500
    MASSACHUSETTS GENERAL HOSPITALC/O BANK OF AMERICA NA PO BOX
    414876
    BOSTON,MA022414876
      PC CHILD HEALTH RESEARCH AWARD - MEDS2: MEDICATION EDUCATION FOR DOSING SAFETY 82,500
    BOSTON MEDICAL CENTER660 HARRISON AVE 2ND FLOOR
    BOSTON,MA021182908
      PC CHILD HEALTH RESEARCH AWARD - RISING SUICIDES IN BLACK CHILDREN WITH ADHD: THE ROLE OF DISCRIMINATION 82,500
    TUFTS MEDICAL CENTER800 WASHINGTON STREET TUFTS MC BOX
    453
    BOSTON,MA021111526
      PC CHILD HEALTH RESEARCH AWARD - SALIVARY TRANSCRIPTOMIC ANALYSIS TO UNDERSTAND SEX-DEPENDENT INFLAMMATORY EFFECTS OF PRENATAL OPIOID EXPOSURE ON THE BRAIN REWARD SIGNALING 82,500
    MCLEAN HOSPITALPO BOX 414248
    BOSTON,MA022414248
      PC MAJOR GRANT - BRAIN/BEHAVIOR MECHANISMS OF IRRITABILITY AND SUICIDE IN CHILDREN AND ADOLESCENTS 225,000
    Total ................................bullet 3b 1,050,000

    TY 2020 AccountingFeesSchedule
    Name:
    CHARLES H HOOD FOUNDATION
    EIN:
    04-3507847
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & TAX PREPARATION FEES 16,253 0   16,253

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    CHARLES H HOOD FOUNDATION
    EIN:
    04-3507847
    Category Amount
    149 MEDICAL - BOLTON, MA UNSECURED CONVERTIBLE PROMISSORY NOTE 150,000
    BIOROSA TECHNOLOGIES - BELMONT, MA UNSECURED CONVERTIBLE PROMISSORY NOTE 150,000

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    CHARLES H HOOD FOUNDATION
    EIN:
    04-3507847
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    NONINVASIX INC
     
    1700 THE STRAND SUITE 1200
    GALVESTON,TX77555
    2017-07-27 7,000 TO FUND NONINVASIX'S PARTICIPATION IN THE PHILIPS' MATERNAL AND INFANT HEALTHWORKS START-UP PROGRAM. 7,000 NONE, SEE BELOW PRI REPORTS - 04/16/2020, 07/31/2020, 10/30/2020, 02/18/2021 2017-12-15 THE TRUSTEES MEET WITH NONIVASIX, INC. MANAGEMENT ON A REGULAR BAS1S, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
    BREEGI SCIENTIFIC INC
     
    120 BEDFORD ROAD
    WOBURN,MA01801
    2017-06-26 250,000 THE FUNDS WILL BE USED TO CONDUCT A THOROUGH CLINICAL ASSESSMENT OF BSI'S NOVEL NEONATAL INTENSIVE CARE INCUBATOR "(NICI)" IN HONDURAS AND ZAMBIA AND TO AID THE COMMERCIALIZATION EFFORTS OF THIS LIFE-SAVING MEDICAL DEVICE. 250,000 NONE, SEE BELOW PRI REPORTS - 03/19/2020, 09/14/2020, 08/02/2021, 08/12/2021 2021-08-02 THE TRUSTEES MEET WITH BREEGI SCIENTIFIC, INC. MANAGEMENT ON A REGULAR BASIS AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
    NONINVASIX INC
     
    1700 THE STRAND SUITE 1200
    GALVESTON,TX77555
    2015-12-30 150,000 TO SUPPORT THE USE AND DEVELOPMENT OF THE COMPANY'S PEDIATRIC BRAIN OXYGENATION MONITORING SYSTEM, WHICH HAS THE POTENTIAL TO MORE ACCURATELY ASSESS THE RISK OF BRAIN HYPOXIA IN FETUSES AND NEONATES, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE AND LESSENING THE BURDEN OF THE GOVERNMENT. 150,000 NONE, SEE BELOW PRI REPORTS - 04/16/2020, 07/31/2020, 10/30/2020, 02/18/2021 2017-12-15 THE TRUSTEES MEET WITH NONIVASIX, INC. MANAGEMENT ON A REGULAR BAS1S, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
    ALDATU BIOSCIENCES INC
     
    C/O ARSENAL LAB SPACE 201 DEXTER
    AVE
    WATERTOWN,MA02472
    2016-02-23 100,000 TO SUPPORT THE USE AND DEVELOPMENT OF A SIMPLE, RAPID, THERMOSTABLE KIT THAT IDENTIFIES CLINICALLY ACTIONABLE HIV MUTATIONS FOUND IN PATIENTS FAILING A FIRST-LINE DRUG REGIMEN, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE AND RELIEF OF THE POOR, DISTRESSED AND UNDERPRIVILEGED. 100,000 NONE, SEE BELOW PRI REPORTS - 04/15/2020, 05/19/2021, 05/25/2021 2017-12-15 THE TRUSTEES MEET WITH ALDATU BIOSCIENCES, INC. MANAGEMENT ON A REGULAR BASIS AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY.
    NONINVASIXINC
     
    1700 THE STRAND SUITE 1200
    GALVESTON,TX77555
    2016-07-27 150,000 TO SUPPORT THE USE AND DEVELOPMENT OF THE COMPANY'S PEDIATRIC BRAIN OXYGENATION MONITORING SYSTEM, WHICH HAS THE POTENTIAL TO MORE ACCURATELY ASSESS THE RISK OF BRAIN HYPOXIA IN FETUSES AND NEONATES, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE AND LESSENING THE BURDEN OF THE GOVERNMENT. 150,000 NONE, SEE BELOW PRI REPORT - 04/16/2020, 07/31/2020, 10/30/2020, 02/18/2021 2017-12-15 THE TRUSTEES MEET WITH NONIVASIX, INC. MANAGEMENT ON A REGULAR BAS1S, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
    THINKMD INC
     
    166 MAIN STREET
    BURLINGTON,VT05401
    2018-05-17 150,000 FOR DEVELOPING INTEGRATED CLINICAL ASSESSMENT AND DATA ANALYTICS PLATFORMS AND OTHER DERIVATIVE PRODUCTS THAT TRANSFORM POINT-OF-CARE MEDICINE BY PUTTING VALIDATED CLINICAL ASSESSMENT CAPABILITY AND INCREASED HEALTHCARE KNOWLEDGE INTO THE HANDS OF CLINICALLY UNTRAINED HEALTHCARE PROFESSIONALS AND FAMILIES. 150,000 NONE, SEE BELOW PRI REPORTS - 04/16/2020, 08/18/2020, 02/18/2021, 05/17/2021 2019-02-11 THE TRUSTEES MEET WITH THINKMD, INC. MANAGEMENT ON A REGULAR BAS1S, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY.
    PRAPELA LLC
     
    2 MAIN STREET
    BIDDEFORD,ME04005
    2018-07-02 250,000 THE PROCEEDS OF THE SALE AND ISSUANCE OF THE NOTES SHALL BE USED ONLY TO SUPPORT THE USE AND DEVELOPMENT OF THE COMPANY'S SLEEP TECHNOLOGY PRODUCTS FOR IMPROVING THE HEALTH OF INFANTS WHO COULD BENEFIT FROM WITHDRAWAL TREATMENT AND POST-WITHDRAWAL SUPPORT OF NEONATAL ABSTINENCE SYNDROME ("NAS") - A CONDITION CAUSED BY THE PRENATAL USE OF OPIOIDS OR OTHER DRUGS BY PREGNANT WOMEN. 250,000 NONE, SEE BELOW PRI REPORTS - 09/10/2020, 06/02/2021 2020-09-10 THE TRUSTEES MEET WITH PRAPELA, LLC MANAGEMENT ON A REGULAR BAS1S, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY.
    STINGRAY THERAPEUTICS
     
    2450 HOLCOMBE BLVD SUITE X
    HOUSTON,TX77021
    2019-04-08 250,000 FUNDS WILL BE USED FOR PRECLINICAL WORK FOCUSED ON PEDIATRIC BRAIN CANCERS, INCLUDING WORK TO DEVELOP PRECLINICAL MODELS AND TO TEST COMPOUNDS AGAINST MEDULLOBLASTOMA, TO TEST BLOOD BRAIN BARRIER PENETRATION, TO TEST WHETHER BLOOD BRAIN BARRIER PENETRATION IS EVEN NEEDED, AND IN PARALLEL, TO DO THE REGULATORY STUDIES REQUIRED TO FILE AN IND TO STUDY IN A PHASE 1-2 CLINICAL SETTING AND THE DRUG SUBSTANCE AND DRUG PRODUCT DEVELOPMENT AND MANUFACTURING REQUIRED FOR, AND TO BE USED SOLELY FOR THE PURPOSES OF, CLINICAL STUDY. 250,000 NONE, SEE BELOW PRI REPORTS - 1/19/20, 7/15/20, 8/27/20, 10/7/20, 1/22/21, 4/15/21, 5/18/21 2021-05-18 THE TRUSTEES MEET WITH STINGRAY THERAPEUTICS MANAGEMENT ON A REGULAR BAS1S, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY.
    149 MEDICAL INC
     
    1173 MAIN STREET
    BOLTON,MA01740
    2020-04-17 150,000 TO SUPPORT THE PRE-COMMERCIALIZATION DEVELOPMENT OF A MONITOR THAT MEASURES REAL-TIME BRAIN HEMODYNAMICS AND METABOLISM IN PRETERM NEWBORNS, IN AN ATTEMPT TO CHANGE THE STANDARD OF CARE BY IMPROVING LIVES, REDUCING MEDICAL ERRORS, AND REDUCING OVERALL HEALTHCARE COSTS, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE AND LESSENING THE BURDEN OF THE GOVERNMENT. 145,921 NONE, SEE BELOW PRI REPORT - 04/27/2020, 07/27/2020, 12/10/2020, 06/08/2021 2021-06-08 THE TRUSTEES MEET WITH 149 MEDICAL, INC. ON A REGULAR BAS1S, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
    ANIDA PHARMA INC
     
    155 BROOKLINE STREET SUITE 005
    CAMBRIDGE,MA02139
    2020-12-21 250,000 TO SUPPORT THE PRECLINICAL DEVELOPMENT OF A PREVENTATIVE TREATMENT FOR RETINOPATHY OF PREMATURITY, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE AND RELIEF OF THE POOR, DISTRESSED AND UNDERPRIVILEGED. 40,000 NONE, SEE BELOW PRI REPORT - 12/31/2020 2021-05-24 THE TRUSTEES MEET WITH ANIDA PHARMA, INC. MANAGEMENT ON A REGULAR BAS1S, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
    BIOROSA TECHNOLOGIES INC
     
    63 BAKER STREET
    BELMONT,MA02478
    2020-07-15 150,000 TO SUPPORT THE DEVELOPMENT OF A BLOOD-BASED STANDARD-OF-CARE DIAGNOSTIC FOR AUTISM SPECTRUM DISORDERS ("ASD") THAT IS INTENDED TO LEAD TO EARLIER DETECTION OF ASD THAN IS CURRENTLY AVAILABLE, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE AND LESSENING THE BURDEN OF THE GOVERNMENT. 150,000 NONE, SEE BELOW PRI REPORTS - 02/04/2021, 06/17/2021 2021-07-16 THE TRUSTEES MEET WITH BIOROSA TECHNOLOGIES, INC. MANAGEMENT ON A REGULAR BAS1S, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
    MESENTECH INC
     
    2222 HEALTH SCIENCES RD
    VANCOUVER,BRITISH COLUMBIAV6T2B9
    CA
    2020-11-02 250,000 TO SUPPORT THE ADVANCEMENT OF SCIENCE AND PROMOTION OF HEALTH THROUGH THE PRECLINICAL RESEARCH OF ANABOLIC BONE THERAPEUTICS THAT CAN INCREASE BONE MASS TO STRENGTHEN THE SKELETON AND THE DEVELOPMENT OF A DRUG DELIVERY SYSTEM TO BE INITIALLY APPLIED TO TWO PEDIATRIC RARE DISEASES: OSTEOGENESIS IMPERFECTA AND DUCHENNE MUSCULAR DYSTROPHY. 80,755 NONE, SEE BELOW PRI REPORT - 05/18/2021 2021-05-18 THE TRUSTEES MEET WITH MESENTECH, INC. MANAGEMENT ON A REGULAR BAS1S, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    CHARLES H HOOD FOUNDATION
    EIN:
    04-3507847
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME 15,513,323 15,513,323

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CHARLES H HOOD FOUNDATION
    EIN:
    04-3507847
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DOMESTIC EQUITIES 36,997,735 36,997,735
    FOREIGN SECURITIES 14,983,000 14,983,000

    TY 2020 InvestmentsOtherSchedule2
    Name:
    CHARLES H HOOD FOUNDATION
    EIN:
    04-3507847
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    REAL ESTATE FMV 2,863,191 2,863,191
    ALTERNATIVE INVESTMENTS FMV 602,701 602,701

    TY 2020 LegalFeesSchedule
    Name:
    CHARLES H HOOD FOUNDATION
    EIN:
    04-3507847
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL EXPENSES 28,703 0   28,703


    TY 2020 OtherAssetsSchedule
    Name:
    CHARLES H HOOD FOUNDATION
    EIN:
    04-3507847
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED INVESTMENTS 1,307,000 2,119,964 2,119,964


    TY 2020 OtherDecreasesSchedule
    Name:
    CHARLES H HOOD FOUNDATION
    EIN:
    04-3507847
    Description Amount
    LOSS ON INVESTMENT IN GPG HEALTHCARE OPPORTUNITIES FUND, LLC 29,753
    LOSS ON INVESTMENT IN NEWBURY EQUITY PARTNERS V L.P. 22,253
    LOSS ON INVESTMENT IN ACCOLADE PARTNERS VIII, L.P. 8,569
    LOSS ON RCP FUND XIV CAYMAN FEEDER, LP 55,783


    TY 2020 OtherExpensesSchedule
    Name:
    CHARLES H HOOD FOUNDATION
    EIN:
    04-3507847
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEES 1,039 0   1,039
    MISCELLANEOUS EXPENSES 5,670 0   5,669
    HRIA ADMINISTRATIVE COSTS 131,820 0   131,821
    PROGRAM RELATED INVESTMENT ADMINISTRATIVE COSTS 7,404 0   7,404
    MARKETING 851 0   851
    HONORARIA 21,238 0   21,238
    SCIENTIFIC ADVISORS 42,742 0   42,742


    TY 2020 OtherIncomeSchedule2
    Name:
    CHARLES H HOOD FOUNDATION
    EIN:
    04-3507847
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RETURNED GRANT FUNDS 175,535   175,535
    MISCELLANEOUS INCOME 4,479   4,479


    TY 2020 OtherIncreasesSchedule
    Name:
    CHARLES H HOOD FOUNDATION
    EIN:
    04-3507847
    Description Amount
    UNREALIZED GAINS 6,877,676


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    CHARLES H HOOD FOUNDATION
    EIN:
    04-3507847
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES - US TRUST 31,525 15,762   15,763
    INVESTMENT CONSULTING 75,000 75,000   0


    TY 2020 TaxesSchedule
    Name:
    CHARLES H HOOD FOUNDATION
    EIN:
    04-3507847
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 36,521 36,521   0