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
HAZARD FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)23 MARLBOROUGH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02116
A Employer identification number

04-3338927
B Telephone number (see instructions)

(617) 262-1903
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$23,070,342J 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) 80,107
2 Check bullet.............
3 Interest on savings and temporary cash investments 82 82  
4 Dividends and interest from securities... 81,715 81,715  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,321,706
b Gross sales price for all assets on line 6a 7,342,030
7 Capital gain net income (from Part IV, line 2)... 4,321,706
8 Net short-term capital gain.........  
9 Income modifications...........  
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)....... Click to see attachment 40,739 40,739  
12 Total. Add lines 1 through 11........ 4,524,349 4,444,242  
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).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 73,059 73,059   0
17 Interest............... 7,039 7,039   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 84,489 7,239   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 68,071 55,159   46
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 232,658 142,496   46
25 Contributions, gifts, grants paid....... 700,250 700,250
26 Total expenses and disbursements. Add lines 24 and 25 932,908 142,496   700,296
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,591,441
b Net investment income (if negative, enter -0-) 4,301,746
c Adjusted net income (if negative, enter -0-)...  
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......... 1,320,830 1,166,694 1,166,694
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,493,451 Click to see attachment6,054,592 8,458,011
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment4,364,228 Click to see attachment6,548,664 Click to see attachment13,445,637
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,178,509 13,769,950 23,070,342
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 10,178,509 13,769,950
29 Total net assets or fund balances (see instructions)..... 10,178,509 13,769,950
30 Total liabilities and net assets/fund balances (see instructions). 10,178,509 13,769,950
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
10,178,509
2
Enter amount from Part I, line 27a .....................
2
3,591,441
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,769,950
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,769,950
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 FIDELITY ST COVERED P 2020-01-01 2020-12-31
b FIDELITY LT COVERED P 2010-01-01 2020-12-31
c FIDELITY LT NON-COVERED P 2010-01-01 2020-12-31
d MONGODB D 2018-05-18 2020-12-11
e US BANK P 2020-01-01 2020-12-31
US BANK P 2010-01-01 2020-12-31
ATREIDES FOUNDATION FD P 2020-01-01 2020-12-31
ATREIDES FOUNDATION FD P 2010-01-01 2020-12-31
BAIN CAPITAL XI P 2010-01-01 2020-12-31
DGHM ULTRAVALUE P 2020-01-01 2020-12-31
DGHM ULTRAVALUE P 2010-01-01 2020-12-31
FLYBRIDGE CAPITAL I P 2010-01-01 2020-12-31
FLYBRIDGE CAPITAL III P 2020-01-01 2020-12-31
FLYBRIDGE NETWORK IV P 2010-01-01 2020-12-31
FLYBRIDGE XFACTOR I P 2010-01-01 2020-12-31
GDNI HLDGS III P 2010-01-01 2020-12-31
LINCOLN PEAK P 2020-01-01 2020-12-31
LINCOLN PEAK P 2010-01-01 2020-12-31
N2 CAPITAL MANAGEMENT P 2020-01-01 2020-12-31
N2 CAPITAL MANAGEMENT P 2010-01-01 2020-12-31
WESTFIELD SELECT GROWTH P 2020-01-01 2020-12-31
WESTFIELD SELECT GROWTH P 2010-01-01 2020-12-31
GAM BEACHWOOD REDEMPTION P 2010-01-01 2020-07-22
DGHM MICROCAP REDEMPTION P 2010-01-01 2020-10-27
DGHM MICROCAP REDEMPTION P 2020-12-09 2020-10-27
ADDL GAIN ON DGHM MICRO RED P 2010-01-01 2020-10-27
DGHM ULTRA VALUE REDEMPTION P 2010-01-01 2020-07-07
SEC 1256 STRADDLES FROM PARTNERSHIPS P 2010-01-01 2020-12-31
CAPITAL GAINS DIVIDENDS P    
(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 1,291,559   1,022,357 269,202
b 1,469,202   892,251 576,951
c 2,935,477   86,751 2,848,726
d 207,101   8,652 198,449
e 186,448   129,663 56,785
174,386   126,472 47,914
75,526     75,526
64,594     64,594
53,083     53,083
    42,564 -42,564
    5,223 -5,223
547     547
4,518     4,518
    3,188 -3,188
    16,560 -16,560
14,663     14,663
    273 -273
2     2
    4 -4
32     32
21,196     21,196
107,054     107,054
255,044   253,313 1,731
187,867   207,248 -19,381
876   967 -91
11,166     11,166
207,625   212,618 -4,993
    12,220 -12,220
74,064     74,064
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       269,202
b       576,951
c       2,848,726
d       198,449
e       56,785
      47,914
      75,526
      64,594
      53,083
      -42,564
      -5,223
      547
      4,518
      -3,188
      -16,560
      14,663
      -273
      2
      -4
      32
      21,196
      107,054
      1,731
      -19,381
      -91
      11,166
      -4,993
      -12,220
      74,064
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 4,321,706
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 59,794
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 59,794
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 59,794
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 26,766
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 70,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 96,766
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 36,972
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet36,972 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
     
    No
    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 addressbulletN/A
    14
    The books are in care ofbulletC MICHAEL HAZARD Telephone no.bullet (617) 262-1903

    Located atbullet23 MARLBOROUGH STBOSTONMA ZIP+4bullet02116
    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
     
     
    ........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
     
     
    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
     
     
    .........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).
    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
    C MICHAEL HAZARD TRUSTEE - AS NEEDED
    0.00     		0 0 0
    23 MARLBOROUGH STREET
    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
    NONE
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    16,074,683
    b
    Average of monthly cash balances.......................
    1b
    1,358,736
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,433,419
    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
    17,433,419
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    261,501
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,171,918
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    858,596
    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
    858,596
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    59,794
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    35,190
    c
    Add lines 2a and 2b............................
    2c
    94,984
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    763,612
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    763,612
    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
    763,612
    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
    700,296
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    700,296
    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
    700,296
    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 7 763,612
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 77,228
    b From 2016...... 103,868
    c From 2017...... 163,722
    d From 2018...... 123,773
    e From 2019...... 51,531
    fTotal of lines 3a through e........ 520,122
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 700,296
    a Applied to 2019, but not more than line 2a 0
    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..... 700,296
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 63,316 63,316
    (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 5 456,806
    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 ..........     		0
    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) ...     		13,912
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		442,894
    10 Analysis of line 9:
    a Excess from 2016.... 103,868
    b Excess from 2017.... 163,722
    c Excess from 2018.... 123,773
    d Excess from 2019.... 51,531
    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).)
    C MICHAEL HAZARD
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    BETH ISRAEL DEACONESS
    330 BROOKLINE AVE
    BOSTON,MA02215     		NONE PUBLIC UNRESTRICTED 2,000
    BEYOND HUNGER
    848 LAKE STREET
    OAK PARK,IL60301     		NONE PUBLIC UNRESTRICTED 4,500
    BROWN UNIVERSITY
    BOX 1877
    PROVIDENCE,RI02912     		NONE PUBLIC UNRESTRICTED 1,000
    BUTTON HOLE GOLF
    1 BUTTONHOLE DRIVE
    PROVIDENCE,RI02909     		NONE PUBLIC UNRESTRICTED 5,000
    CAMP SUNSHINE
    35 ACADIA ROAD
    CASO,ME04015     		NONE PUBLIC UNRESTRICTED 1,000
    CARROLL SCHOOL
    45 WALTHAM RD
    WAYLAND,MA01778     		NONE PUBLIC UNRESTRICTED 75,000
    CHILDRENS FRIEND AND SERVICE
    153 SUMMER ST
    PROVIDENCE,RI02903     		NONE PUBLIC UNRESTRICTED 10,000
    CIDER
    25 LEOPARDS LEAP
    MOULTON,NH03254     		NONE PUBLIC UNRESTRICTED 1,000
    COMMUNITY PREPARATORY SCHOOL
    135 PRAIRIE AVE
    PROVIDENCE,RI02905     		NONE PUBLIC UNRESTRICTED 5,000
    COMP-U-DOPT
    1414 BROOK DRIVE
    DOWNERS GROVE,IL60521     		NONE PUBLIC UNRESTRICTED 1,000
    CROSS ROADS
    119 MYRTLE STREET
    DUXBURY,MA02332     		NONE PUBLIC UNRESTRICTED 1,000
    CULVER EDUCATIONAL FOUNDATION
    1300 ACADEMY RD
    CULVER,IN46511     		NONE PUBLIC UNRESTRICTED 1,000
    CURE ALZHEIMERS FUND
    34 WASHINGTON ST
    WELLESLEY HILLS,MA02481     		NONE PUBLIC UNRESTRICTED 40,000
    DAY ONE
    PO BOX 3220 CHURCH ST STATIONS
    NEW YORK,NY10008     		NONE PUBLIC UNRESTRICTED 42,500
    DOMESTIC VIOLENCE RESOURCE CENTER
    61 MAIN ST
    WAKEFIELD,MA02879     		NONE PUBLIC UNRESTRICTED 15,000
    FIRST WORKS
    275 WESTMINSTER ST
    PROVIDENCE,RI02903     		NONE PUBLIC UNRESTRICTED 1,000
    FRANCISCO PARK CONSERVANCAY
    PO BOX 475035
    SAN FRANCISCO,CA94147     		NONE PUBLIC UNRESTRICTED 1,000
    HEPHZIBAH CHILDREN'S ASSOCIATION
    1144 LAKE ST
    OAK PARK,IL60301     		NONE PUBLIC UNRESTRICTED 2,500
    HOLIDAY FOOD AND GIFT BASKET PROGRAM
    247 HARRIET LANE
    CUMBERLAND,RI02864     		NONE PUBLIC UNRESTRICTED 1,000
    HORIZONS FOR HOMELESS CHILDREN
    1705 COLUMBUS AVE
    ROXBURY,MA02119     		NONE PUBLIC UNRESTRICTED 65,000
    HOUSING FORWARD
    1851 S NINTH AVE
    MAYWOOD,IL60153     		NONE PUBLIC UNRESTRICTED 2,500
    INDIANA UNIVERSITY DANCE MARATHON
    107 S INDIANA AVE
    BLOOMINGTON,IN47405     		NONE PUBLIC DANCE MARATHON 1,000
    INSPIRIT
    POST OFFICE BOX 248
    LAKE WORTH,FL33460     		NONE PUBLIC IN HONOR OF KATHY DIETY 1,000
    JONNYCAKE CENTER OF PEACE DALE
    1183B KINGSTOWN RD
    PEACE DALE,RI02883     		NONE PUBLIC UNRESTRICTED 3,000
    LAHEY HOSPITAL & MEDICAL CENTER
    41 BURLINGTON MALL ROAD
    BURLINGTON,MA01805     		NONE PUBLIC UNRESTRICTED 70,000
    MASSACHUSETTS GENERAL HOSPITAL
    125 NASHUA ST
    BOSTON,MA02114     		NONE PUBLIC UNRESTRICTED 40,000
    MATTHEWSON STREET FRIENDSHIP BREAKFAST
    134 MATTHEWSON ST
    PROVIDENCE,RI02903     		NONE PUBLIC WOODY SMALL 2,000
    MISERICORDIA HEART OF MERCY
    6300 NORTH RIDGE
    CHICAGO,IL60660     		NONE PUBLIC UNRESTRICTED 1,000
    MOTHER CAROLINE ACADEMY EDUCATION CENTER
    515 BLUE HILL AVE
    DORCHESTER,MA02121     		NONE PUBLIC UNRESTRICTED 35,000
    NAACP LEGAL DEFENSE AND EDUCATION
    40 RECTOR STREET 5TH FLOOR
    NEW YORK,NY10006     		NONE PUBLIC UNRESTRICTED 1,000
    NARROW RIVER PRESERVATION ASSOCIATION
    PO BOX 8
    SAUNDERTOWN,RI02874     		NONE PUBLIC UNRESTRICTED 2,000
    NEUROFIBROMATOSIS NE
    9 BEDFORD ST 3
    BURLINGTON,MA01803     		NONE PUBLIC UNRESTRICTED 2,500
    OAK PARK RIVER FOREST COMMUNITY FOUNDATION
    1049 LAKE ST 204
    OAK PARK,IL60301     		NONE PUBLIC UNRESTRICTED 1,000
    OAK PARK RIVER FOREST COMMUNITY FOUNDATION
    1049 LAKE ST 204
    OAK PARK,IL60301     		NONE PUBLIC WLIP 2020 2,500
    OAK PARK RIVER FOREST COMMUNITY FOUNDATION
    1049 LAKE ST 204
    OAK PARK,IL60301     		NONE PUBLIC LEMON AID 2,000
    OAK PARK RIVER FOREST INFANT WELFARE SOCIETY
    320 LAKE ST
    OAK PARK,IL60302     		NONE PUBLIC UNRESTRICTED 1,500
    OPPORTUNITY KNOCKS
    8020 MADISON STREET
    RIVER FOREST,IL60305     		NONE PUBLIC UNRESTRICTED 1,000
    PACTT LEARNING CENTER
    7101 N GREENVIEW AVE
    CHICAGO,IL60626     		NONE PUBLIC UNRESTRICTED 6,500
    PEACE DALE CONGREGATIONAL CHURCH
    261 COLUMBIA ST
    SOUTH KINGSTON,RI02879     		NONE PUBLIC MUSIC PROGRAM 250
    PROVIDENCE CHILDREN'S MUSEUM
    100 SOUTH ST
    PROVIDENCE,RI02903     		NONE PUBLIC UNRESTRICTED 2,000
    PROVIDENCE PUBLIC LIBRARY
    150 EMPIRE ST
    PROVIDENCE,RI02903     		NONE PUBLIC UNRESTRICTED 2,500
    RED PINE CAMP FOR GIRLS
    8531 RED PINE RD
    WOODRUFF,WI54568     		NONE PUBLIC UNRESTRICTED 2,000
    RHODE ISLAND COMMUNITY FOOD BANK
    200 NIANTIC AVE
    PROVIDENCE,RI02907     		NONE PUBLIC UNRESTRICTED 6,000
    RHODE ISLAND LAND TRUST COUNCIL
    PO BOX 633
    SAUNDERSTOWN,RI02874     		NONE PUBLIC UNRESTRICTED 5,000
    SAN MIGUEL SCHOOL OF PROVIDENCE
    525 BRANCH AVE
    PROVIDENCE,RI02904     		NONE PUBLIC UNRESTRICTED 5,000
    SARAH'S INN
    1547 CIRCLE AVE
    FOREST PARK,IL60130     		NONE PUBLIC UNRESTRICTED 9,000
    SANTA'S VOLUNTEERS
    1001 GREEN BAY RD BOX 167
    WINNETKA,IL60093     		NONE PUBLIC UNRESTRICTED 1,000
    SAVE THE BAY
    212 NORTHERN AVE 304
    BOSTON,MA02210     		NONE PUBLIC UNRESTRICTED 20,000
    SAWTELLE FAMILY HOSPICE HOUSE
    320 HAVERHILL ST
    READING,MA01867     		NONE PUBLIC UNRESTRICTED 2,500
    SOPHIA ACADEMY
    582 ELMWOOD AVE
    PROVIDENCE,RI02907     		NONE PUBLIC UNRESTRICTED 5,000
    SOUTH COUNTY HOSPITAL
    100 KENYON AVE
    WAKEFIELD,RI02879     		NONE PUBLIC UNRESTRICTED 19,000
    SOUTHEASTERN GUIDE DOGS INC
    4210 77TH ST E
    PALMETTO,FL34221     		NONE PUBLIC UNRESTRICTED 1,000
    SPAULDING REHABILITATION HOSPITAL
    1575 CAMBRIDGE ST
    CAMBRIDGE,MA02138     		NONE PUBLIC UNRESTRICTED 20,000
    ST COLUMBKILLE PARTNERSHIP SCHOOL
    25 ARLINGTON STREET
    BRIGHTON,MA02135     		NONE PUBLIC PARENTS FUND 2,000
    ST JOHN THE EVANGELIST CHURCH
    210 WINTHROP STREET
    WINTHROP,MA02152     		NONE PUBLIC UNRESTRICTED 500
    ST LUKE CHURCH
    70 W MAIN ST
    WESTBOROUGH,MA01581     		NONE PUBLIC UNRESTRICTED 2,000
    ST RAPHAEL PARISH
    512 HIGH STREET
    MEDFORD,MA02155     		NONE PUBLIC UNRESTRICTED 2,500
    ST SEBASTIAN'S SCHOOL
    1191 GREENDALE AVE
    NEEDHAM,MA02492     		NONE PUBLIC ANNUAL FUND 5,000
    TEACH FOR AMERICA
    PO BOX 398305
    SAN FRANCISCO,CA94139     		NONE PUBLIC UNRESTRICTED 1,000
    TENACITY INC
    38 EVERETT ST
    BOSTON,MA02134     		NONE PUBLIC UNRESTRICTED 10,000
    THE BOSTON FOUNDATION
    75 ARLINGTON ST 300
    BOSTON,MA02116     		NONE PUBLIC SCHOLARSHIP HONORING SANDY EDGERLEY 10,000
    THE BOSTON HOUSE
    229 KENT STREET
    BROOKLINE,MA02446     		NONE PUBLIC UNRESTRICTED 500
    THE JIMMY FUND - DANA FARBER
    10 BROOKLINE PL
    BROOKLINE,MA02445     		NONE PUBLIC UNRESTRICTED 2,500
    THE NATURE CONSERVANCY IN RHODE ISLAND
    159 WATERMAN ST
    PROVIDENCE,RI02906     		NONE PUBLIC UNRESTRICTED 10,000
    THE NEW ENGLAND AQUARIUM
    1 CENTRAL WHARF
    BOSTON,MA02110     		NONE PUBLIC UNRESTRICTED 50,000
    THE NEW ENGLAND AQUARIUM
    1 CENTRAL WHARF
    BOSTON,MA02110     		NONE PUBLIC UNRESTRICTED 5,000
    UNIVERSITY OF WISCONSIN
    500 LINCOLN DRIVE
    MADISON,WI53706     		NONE PUBLIC CHANCELLOR'S FUND 3,000
    URI FOUNDATION
    79 UPPER COLLEGE RD
    KINGSTON,RI02881     		NONE PUBLIC UNRESTRICTED 2,500
    UVM HEALTH NETWORK
    462 SHELBURNE RD
    BURLINGTON,VT05401     		NONE PUBLIC UNRESTRICTED 1,000
    VILLANOVA UNIVERSITY
    800 LANCASTER AVE
    VILLANOVA,PA19085     		NONE PUBLIC COLLEGE OF ARTS & SCIENCES 5,000
    WELLNESS HOUSE
    131 N COUNTRY LINE ROAD
    HINSDALE,IL60521     		NONE PUBLIC IN MEMORY OF C GOSELIN 1,000
    WILLET FREE LIBRARY
    45 FERRY RD
    SAUNDERSTOWN,RI02874     		NONE PUBLIC UNRESTRICTED 1,000
    YEAR UP RHODE ISLAND
    40 FOUNTAIN ST 7TH FL
    PROVIDENCE,RI02903     		NONE PUBLIC UNRESTRICTED 2,000
    YEAR UP RHODE ISLAND
    40 FOUNTAIN ST 7TH FL
    PROVIDENCE,RI02903     		NONE PUBLIC COVID-19 IMPACT FUND 32,500
    Total .................................bullet 3a 700,250
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 82  
    4 Dividends and interest from securities....     14 81,715  
    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.....     14 40,739  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 4,321,706  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,444,242 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,444,242
    (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.)
    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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    HAZARD FAMILY FOUNDATION
     
    Employer identification number

    04-3338927
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    HAZARD FAMILY FOUNDATION
          		Employer identification number
    04-3338927
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    HAZARD LIMITED PARTNERSHIP
     
    23 MARLBOROUGH ST
     
    BOSTON, MA02116

    		$ 80,107


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    HAZARD FAMILY FOUNDATION
          		Employer identification number

    04-3338927
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 6,600 SHS APPLETAX COST $80,106.84FMV $3,036,660 $ 3,036,660 2020-08-17
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    HAZARD FAMILY FOUNDATION
          		Employer identification number

    04-3338927
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HAZARD FAMILY FOUNDATION
    EIN:
    04-3338927
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ATREIDES FOUNDATION FUND, LP AT COST 814,679 1,145,962
    ATREIDES SPECIAL CIRCUMSTANCES SERIES E AT COST 235,523 235,651
    ATREIDES SPECIAL CIRCUMSTANCES SERIES G AT COST 239,358 239,131
    BAIN CAPITAL FUND XI, LP AT COST 151,587 288,657
    BAIN CAPITAL FUND XII, LP AT COST 186,256 226,289
    GNDI HOLDING III A, LP AT COST 3,372 3,372
    FLYBRIDGE CAPITAL PARTNERS I, LP AT COST 20,266 18,091
    FLYBRIDGE CAPITAL PARTNERS III, LP AT COST 96,144 228,124
    FLYBRIDGE CAPITAL III CODEACADEMY AT COST 100,000 213,800
    FLYBRIDGE COMMUNITY FUND XFACTOR VENTURES AT COST 234,741 300,734
    FLYBRIDGE COMMUNITY FUND XFACTOR VENTURES II AT COST 244,179 253,834
    FLYBRIDGE PARTNERS IV NS1 AT COST 146,513 490,722
    FLYBRIDGE CAPITAL IV SPLICE AT COST 250,000 250,000
    FLYBRIDGE NETWORK FUND IV LP AT COST 114,182 325,554
    FLYBRIDGE NETWORK FUND V LP AT COST 86,630 158,843
    LINCOLN PEAK CAPITAL, LLC AT COST 139,476 207,726
    LPC LONDON, LP AT COST 39,542 407,464
    LPC HARVEST, LP AT COST 285,256 79,340
    N2 CAPITAL MANAGEMENT LP AT COST 493,510 504,093
    SUMMIT PARTNERS SUSTAINABLE OPP L/S AT COST 500,000 602,136
    WESTFIELD CAPITAL SPV I, LP AT COST 295,858 261,466
    WESTFIELD DIVIDEND GROWTH FUND AT COST 775,822 1,120,089
    WESTFIELD SELECT GROWTH EQUITY, ;P AT COST 601,698 896,933

    TY 2020 OtherAssetsSchedule
    Name:
    HAZARD FAMILY FOUNDATION
    EIN:
    04-3338927
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    APTIV PLC COM 136,544 350,911 521,160
    ADOBE SYS INC 30,622 0 0
    ALPHABET INC CL A 62,298 62,298 285,680
    AMARIN CORP ADR 0 297,113 293,400
    AMAZON COM 73,946 73,946 306,151
    APPLE INC 14,076 22,329 796,140
    ASCENDIS PHARMA A/S SPON ADR 115,265 372,091 416,950
    AXON ENTERPRISE INC COM 181,596 320,025 551,385
    BIOGEN INC COM 173,361 0 0
    BIOHAVEN PHARMACEUTICAL HLDG 0 247,564 522,831
    CVS HEALTH CORPORATION 160,131 205,723 232,220
    CERENCE INC 226,852 176,767 1,105,280
    CHEWY INC CL A 115,040 244,294 737,098
    DISNEY WALT CO 132,679 261,954 357,831
    EIGER BIOPHARMCEUICALS INC 102,154 0 0
    ENCOMPASS HEALTH CORP 149,425 329,835 396,912
    FORESCOUT TECHNOLOGIES INC 153,554 0 0
    GENERAL ELECTRIC CO 0 324,230 518,400
    ILLUMINA INC COM 135,130 324,372 407,000
    INTRICOM CORP 229,720 0 0
    INTUIT INC 0 236,434 322,873
    LYFT INC CL A 134,191 0 0
    MASTEC INC COM 0 261,690 374,990
    MEDICINES CO 176,927 0 0
    MONGODB INC CL A 23,049 14,398 718,080
    NEWMONT CORP COM 0 340,774 371,318
    PALO ALTO NETWORKS INC 137,236 0 0
    PAYPAL HLDGS INC 146,515 146,515 386,430
    QUANTERIX CORP 180,145 243,086 418,500
    ROCHE HLDG LTD SPONSORED ADR 132,207 0 0
    SALESFORCE COM INC 81,731 81,731 244,783
    SAREPTA THERAPEUTICS INC COM 159,478 159,478 187,539
    SLACK TECHNOLOGIES INC 115,273 0 0
    TELADOC FISHER SCIENTIFIC 144,991 86,992 299,940
    THERMO FISCHER SCIENTIFIC 31,196 31,196 288,784
    UBER TECHNOLOGIES 0 370,442 525,300
    UNION PACIFIC CORP 65,404 0 0
    VANECK VECTORS ETF TRUST GOLD MINERS 208,117 288,634 356,598
    VISA 86,052 86,052 372,497
    XPO LOGISTICS INC 34,376 192,524 405,280
    GRANAHAN INVESTMENT MGMT 314,947 395,266 724,287


    TY 2020 OtherExpensesSchedule
    Name:
    HAZARD FAMILY FOUNDATION
    EIN:
    04-3338927
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MASS FILING FEE FORM PC 125 125   0
    PARTNERSHIP K1 EXPENSES 54,218 54,218   0
    US BANK FEES 750 750   0
    PARTNERSHIP K1 NON DEDUCTIBLE EXPENSES 85 0   0
    CHARITABLE DONATIONS FROM PARTNERSHIP K-1S 46 0   46
    SEC 179 FROM PARTNERSHIP K-1S 66 66   0
    NONDEDUCTIBLE EXPENSE 12,781 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    HAZARD FAMILY FOUNDATION
    EIN:
    04-3338927
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FROM PARTNERSHIP K-1 SCHEDULES 40,739 40,739 40,739


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HAZARD FAMILY FOUNDATION
    EIN:
    04-3338927
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RINET COMPANY FEE 8,338 8,338   0
    GRANAHAN MGMT FEE 4,480 4,480   0
    US BANK TRANSFER FEE 125 125   0
    FIDELITY ADR FEES 116 116   0
    SM MGMT FEE 60,000 60,000   0


    TY 2020 TaxesSchedule
    Name:
    HAZARD FAMILY FOUNDATION
    EIN:
    04-3338927
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX - FIDELITY 2,244 2,244   0
    FOREIGN TAX - PARTNERSHIPS 255 255   0
    US TREASURY 2020 FORM 990T ESTIMATES 19,750 0   0
    US TREASURY 2019 990T EXT 10,000 0   0
    US TREASURY 2019 990PF EXT 47,500 0   0
    COMMONWEALTH OF MA 2019 M-990T ETP 4,740 4,740   0