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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$26,388,774J 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 71 71  
4 Dividends and interest from securities... 127,893 127,893  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,794,139
b Gross sales price for all assets on line 6a 7,180,235
7 Capital gain net income (from Part IV, line 2)... 3,794,139
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 60,746 60,746  
12 Total. Add lines 1 through 11........ 3,982,849 3,982,849  
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 111,158 111,158   0
17 Interest............... 17,818 17,818   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 108,310 11,033   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 68,511 59,884   34
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 305,797 199,893   34
25 Contributions, gifts, grants paid....... 706,500 706,500
26 Total expenses and disbursements. Add lines 24 and 25 1,012,297 199,893   706,534
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,970,552
b Net investment income (if negative, enter -0-) 3,782,956
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 1,166,694 1,120,767 1,120,767
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).......... 6,054,592 Click to see attachment6,834,453 10,580,283
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment6,548,664 Click to see attachment8,785,282 Click to see attachment14,687,724
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,769,950 16,740,502 26,388,774
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 13,769,950 16,740,502
29 Total net assets or fund balances (see instructions)..... 13,769,950 16,740,502
30 Total liabilities and net assets/fund balances (see instructions). 13,769,950 16,740,502
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
13,769,950
2
Enter amount from Part I, line 27a .....................
2
2,970,552
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,740,502
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
16,740,502
Form 990-PF (2021)
Form 990-PF (2021)
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 US BANK P 2021-01-01 2021-12-31
b US BANK P 2010-01-01 2021-12-31
c FIDELITY ST COVERED P 2021-01-01 2021-12-31
d FIDELITY LT COVERED P 2010-01-01 2021-12-31
e FIDELITY LT NON-COVERED P 2010-01-01 2021-12-31
WCM SPV 1 LIQUIDATION P 2010-01-01 2021-06-30
FLYBRIDGE CAP PARTNERS 1, LP LIQUIDATION P 2010-01-01 2021-07-31
ATREIDES FOUNDATION P 2021-01-01 2021-12-31
ATREIDES FOUNDATION P 2010-01-01 2021-12-31
BAIN CAPITAL FUND XI P 2010-01-01 2021-12-31
FLYBRIDGE CAP PARTNERS III, LP P 2021-01-01 2021-12-31
LINCOLN PEAK CAPITAL P 2021-01-01 2021-12-31
N2 CAPITAL MGMT P 2021-01-01 2021-12-31
N2 CAPITAL MGMT P 2010-01-01 2021-12-31
WESTFIELD CAPITAL SPV I P 2010-01-01 2021-12-31
WESTFIELD SELECT GROWTH P 2021-01-01 2021-12-31
WESTFIELD SELECT GROWTH P 2010-01-01 2021-12-31
SEC 1256 STRADDLES FROM PARTNERSHIPS P 2010-01-01 2021-12-31
FLYBRIDGE NETWORK FD IV P 2010-10-10 2021-12-31
LINCOLN PEAK CAPITAL P 2010-01-01 2021-12-31
LPC LONDON LIQUIDATION P 2010-01-01 2021-12-31
GDNI LIQUIDATION P 2010-01-01 2021-12-31
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 169,696   146,209 23,487
b 248,618   133,234 115,384
c 623,083   426,896 196,187
d 4,531,858   1,925,105 2,606,753
e 129,755   11,124 118,631
450,947   456,067 -5,120
      0
172,426     172,426
66,153     66,153
5,836     5,836
    8,930 -8,930
33     33
    173,022 -173,022
119,998     119,998
161,520     161,520
53,009     53,009
164,608     164,608
    8,631 -8,631
18,137     18,137
4,441     4,441
87,371   93,739 -6,368
7,959   3,139 4,820
164,787     164,787
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       23,487
b       115,384
c       196,187
d       2,606,753
e       118,631
      -5,120
      0
      172,426
      66,153
      5,836
      -8,930
      33
      -173,022
      119,998
      161,520
      53,009
      164,608
      -8,631
      18,137
      4,441
      -6,368
      4,820
      164,787
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 3,794,139
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 52,583
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 52,583
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 53,972
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 88,972
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 36,389
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet36,389 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    24,877,198
    b
    Average of monthly cash balances.......................
    1b
    641,294
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,518,492
    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
    25,518,492
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    382,777
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    25,135,715
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,256,786
    Part X
    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 IX, line 6..................
    1
    1,256,786
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    52,583
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    28,843
    c
    Add lines 2a and 2b............................
    2c
    81,426
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,175,360
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,175,360
    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 XII, line 1 ...
    7
    1,175,360
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,175,360
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 103,868
    b From 2017...... 163,722
    c From 2018...... 123,773
    d From 2019...... 51,531
    e From 2020......  
    f Total of lines 3a through e ........ 442,894
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 706,534
    a Applied to 2020, 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 2021 distributable amount..... 706,534
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 442,894 442,894
    (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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		25,932
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ACHIEVE PROGRAM
    201 FILBERT ST SUITE 400
    SAN FRANCISCO,CA94133     		NONE PUBLIC UNRESTRICTED 1,000
    ACHIEVE PROGRAM
    201 FILBERT ST SUITE 400
    SAN FRANCISCO,CA94133     		NONE PUBLIC UNRESTRICTED 1,000
    AMERICAN DIABETES ASSOCIATION
    PO BOX 7023
    MERRIFIELD,VA22116     		NONE PUBLIC IMO LOA SUTTON 2,500
    BETH ISRAEL DEACONESS
    330 BROOKLINE AVE
    BOSTON,MA02215     		NONE PUBLIC UNRESTRICTED 2,500
    BEYOND HUNGER
    848 LAKE STREET
    OAK PARK,IL60301     		NONE PUBLIC UNRESTRICTED 5,000
    BUTTON HOLE GOLF
    1 BUTTONHOLE DRIVE
    PROVIDENCE,RI02909     		NONE PUBLIC UNRESTRICTED 6,000
    CAMP SUNSHINE
    35 ACADIA ROAD
    CASO,ME04015     		NONE PUBLIC UNRESTRICTED 2,000
    CARROLL SCHOOL
    45 WALTHAM RD
    WAYLAND,MA01778     		NONE PUBLIC UNRESTRICTED 50,000
    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
    CONNECTICUT RIVER CONSERVANCY
    15 BANK ROW ST
    GREENFIELD,MA01301     		NONE PUBLIC IMO HASER TALOTT 500
    CROSS ROADS
    119 MYRTLE STREET
    DUXBURY,MA02332     		NONE PUBLIC UNRESTRICTED 1,000
    CULVER EDUCATIONAL FOUNDATION
    1300 ACADEMY RD
    CULVER,IN46511     		NONE PUBLIC UNRESTRICTED 1,500
    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 32,000
    DISABLED AMERICAN VETERANS
    807 MAINE AVE NW
    WASHINGTON,DC20024     		NONE PUBLIC IMO STEVEN V. 1,500
    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
    FRIENDS OF THE CHILDREN
    184 DUDLEY ST
    ROXBURY,MA02119     		NONE PUBLIC LEMONAID 2021 1,000
    HEPHZIBAH CHILDREN'S ASSOCIATION
    1144 LAKE ST
    OAK PARK,IL60301     		NONE PUBLIC UNRESTRICTED 3,000
    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 70,000
    HOUSING FORWARD
    1851 S NINTH AVE
    MAYWOOD,IL60153     		NONE PUBLIC UNRESTRICTED 3,000
    JACKS FUND
    PO BOX 436
    GLEN ELLYN,IL60138     		NONE PUBLIC UNRESTRICTED 1,000
    JAMESTOWN FIRE DEPT
    50 NARRANGANSETT AVE
    JAMESTOWN,RI02835     		NONE PUBLIC IMO E GURARDO 5,000
    JIMMY FUND
    10 BROOKLINE PLACE
    BROOKLINE,MA02445     		NONE PUBLIC UNRESTRICTED 2,500
    JONNYCAKE CENTER OF PEACE DALE
    1183B KINGSTOWN RD
    PEACE DALE,RI02883     		NONE PUBLIC UNRESTRICTED 4,500
    LAHEY HOSPITAL & MEDICAL CENTER
    41 BURLINGTON MALL ROAD
    BURLINGTON,MA01805     		NONE PUBLIC UNRESTRICTED 71,000
    MASSACHUSETTS GENERAL HOSPITAL
    125 NASHUA ST
    BOSTON,MA02114     		NONE PUBLIC UNRESTRICTED 40,000
    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 5,000
    MOTHER CAROLINE ACADEMY EDUCATION CENTER
    515 BLUE HILL AVE
    DORCHESTER,MA02121     		NONE PUBLIC UNRESTRICTED 25,000
    NARROW RIVER PRESERVATION ASSOCIATION
    PO BOX 8
    SAUNDERTOWN,RI02874     		NONE PUBLIC UNRESTRICTED 2,000
    NEPGA REACH FOUNDATION
    81C SHREWSBURY ST
    BOYLSTON,MA01505     		NONE PUBLIC JIMMY NORRIS 4,000
    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 2,500
    OAK PARK RIVER FOREST COMMUNITY FOUNDATION
    1049 LAKE ST 204
    OAK PARK,IL60301     		NONE PUBLIC WLIP 2020 2,500
    OAK PARK RIVER FOREST INFANT WELFARE SOCIETY
    320 LAKE ST
    OAK PARK,IL60302     		NONE PUBLIC UNRESTRICTED 3,000
    ONEGOAL
    180 N WABASH AVE STE 800
    CHICAGO,IL60601     		NONE PUBLIC UNRESTRICTED 1,000
    OPERATION WALK CHICAGO
    680 N LAKE SHORE DR STE 900
    CHICAGO,IL60611     		NONE PUBLIC UNRESTRICTED 1,000
    OPPORTUNITY KNOCKS
    8020 MADISON STREET
    RIVER FOREST,IL60305     		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 4,000
    PROVIDENCE PUBLIC LIBRARY
    150 EMPIRE ST
    PROVIDENCE,RI02903     		NONE PUBLIC UNRESTRICTED 5,000
    RHODE ISLAND COMMUNITY FOOD BANK
    200 NIANTIC AVE
    PROVIDENCE,RI02907     		NONE PUBLIC UNRESTRICTED 8,500
    RHODE ISLAND LAND TRUST COUNCIL
    PO BOX 633
    SAUNDERSTOWN,RI02874     		NONE PUBLIC UNRESTRICTED 5,000
    RUFF TAILS RESCUE
    119 DRUM HILL RD UNIT 247
    CHELMSFORD,MA01824     		NONE PUBLIC UNRESTRICTED 1,000
    SAN MIGUEL SCHOOL OF PROVIDENCE
    525 BRANCH AVE
    PROVIDENCE,RI02904     		NONE PUBLIC UNRESTRICTED 7,500
    SARAH'S INN
    1547 CIRCLE AVE
    FOREST PARK,IL60130     		NONE PUBLIC UNRESTRICTED 5,000
    SANTA'S VOLUNTEERS
    1001 GREEN BAY RD BOX 167
    WINNETKA,IL60093     		NONE PUBLIC UNRESTRICTED 1,500
    SAVE THE BAY
    212 NORTHERN AVE 304
    BOSTON,MA02210     		NONE PUBLIC UNRESTRICTED 16,000
    SAWTELLE FAMILY HOSPICE HOUSE
    320 HAVERHILL ST
    READING,MA01867     		NONE PUBLIC UNRESTRICTED 2,500
    SOPHIA ACADEMY
    582 ELMWOOD AVE
    PROVIDENCE,RI02907     		NONE PUBLIC UNRESTRICTED 8,500
    SOUTH COUNTY HEALTH
    100 KENYON AVE
    SOUTH KINGSTON,RI02879     		NONE PUBLIC UNRESTRICTED 15,000
    SOUTH COUNTY HOSPITAL
    100 KENYON AVE
    WAKEFIELD,RI02879     		NONE PUBLIC UNRESTRICTED 2,000
    ST COLUMBKILLE PARTNERSHIP SCHOOL
    25 ARLINGTON STREET
    BRIGHTON,MA02135     		NONE PUBLIC PARENTS FUND 2,000
    ST LUKE CHURCH
    70 W MAIN ST
    WESTBOROUGH,MA01581     		NONE PUBLIC UNRESTRICTED 3,000
    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 3,500
    STUART CONGREGATIONAL CHURCH
    3110 SE ASTER LN
    STUART,FL34994     		NONE PUBLIC IMO JUDY BROS 2,500
    TENACITY INC
    38 EVERETT ST
    BOSTON,MA02134     		NONE PUBLIC IHO P RENNER 10,000
    THE BOSTON FOUNDATION
    75 ARLINGTON ST 300
    BOSTON,MA02116     		NONE PUBLIC SCHOLARSHIP HONORING SANDY EDGERLEY 10,000
    THE DAY NURSERY
    1139 RANDOLPH ST
    OAK PARK,IL60302     		NONE PUBLIC UNRESTRICTED 1,500
    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 30,000
    THE REED CHARITABLE FOUNDATION
    PO BOX 1417
    WINTER PARK,FL32789     		NONE PUBLIC UNRESTRICTED 1,000
    TIMANOUS FOUNDATION
    PO BOX 2886
    SOUTH PORTLAND,ME04116     		NONE PUBLIC UNRESTRICTED 40,000
    UNIVERSITY OF WISCONSIN FOUNDATION
    500 LINCOLN DRIVE
    MADISON,WI53706     		NONE PUBLIC CHANCELLOR'S FUND 3,000
    URI FOUNDATION
    79 UPPER COLLEGE RD
    KINGSTON,RI02881     		NONE PUBLIC UNRESTRICTED 2,000
    UVM FOUNDATION
    411 MAIN ST
    BURLINGTON,VT05401     		NONE PUBLIC UNRESTRICTED 1,000
    UVM HEALTH NETWORK
    462 SHELBURNE RD
    BURLINGTON,VT05401     		NONE PUBLIC UNRESTRICTED 1,000
    WAYLAND GARDEN CLUB
    PO BOX 15
    WAYLAND,MA01778     		NONE PUBLIC IMO PAT JONES 1,000
    WILLET FREE LIBRARY
    45 FERRY RD
    SAUNDERSTOWN,RI02874     		NONE PUBLIC IMO R HAZARD 1,000
    WORLDWIDE ORPHANS
    244 FIFTH AVENUE STE K298
    NEW YORK,NY10001     		NONE PUBLIC ELEMENT OF PLAY PROGRAM 1,000
    YEAR UP RHODE ISLAND
    40 FOUNTAIN ST 7TH FL
    PROVIDENCE,RI02903     		NONE PUBLIC UNRESTRICTED 21,000
    YEAR UP RHODE ISLAND
    40 FOUNTAIN ST 7TH FL
    PROVIDENCE,RI02903     		NONE PUBLIC COVID-19 IMPACT FUND 50,000
    MARINE CORPS SCHOLARSHIP FOUNDATION
    909 N WASHINGTON ST
    ARLINGTON,VA22314     		NONE PUBLIC UNRESTRICTED 500
    Total .................................bullet 3a 706,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 71  
    4 Dividends and interest from securities ....          
    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 3,794,139  
    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 3,982,849 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,982,849
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 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 1,033,994 1,162,045
    ATREIDES SPECIAL CIRCUMSTANCES SERIES E AT COST 234,891 348,370
    ATREIDES SPECIAL CIRCUMSTANCES SERIES G AT COST 238,526 238,257
    BAIN CAPITAL FUND XI, LP AT COST 149,085 340,357
    BAIN CAPITAL FUND XII, LP AT COST 235,659 345,598
    FLYBRIDGE CAPITAL PARTNERS I, LP AT COST 20,255 0
    FLYBRIDGE CAPITAL PARTNERS III, LP AT COST 87,123 382,546
    FLYBRIDGE CAPITAL III CODEACADEMY AT COST 100,000 246,662
    FLYBRIDGE COMMUNITY FUND XFACTOR VENTURES AT COST 236,026 562,500
    FLYBRIDGE COMMUNITY FUND XFACTOR VENTURES II AT COST 240,029 282,500
    FLYBRIDGE PARTNERS IV NS1 AT COST 150,000 490,722
    FLYBRIDGE CAPITAL IV SPLICE AT COST 250,000 299,229
    FLYBRIDGE NETWORK FUND IV LP AT COST 123,133 604,877
    FLYBRIDGE NETWORK FUND V LP AT COST 193,297 438,103
    LINCOLN PEAK CAPITAL, LLC AT COST 182,279 782,535
    LPC HARVEST, LP AT COST 236,153 55,707
    N2 CAPITAL MANAGEMENT LP AT COST 426,114 469,614
    SUMMIT PARTNERS SUSTAINABLE OPP L/S AT COST 500,000 640,795
    WESTFIELD DIVIDEND GROWTH FUND AT COST 552,938 973,242
    WESTFIELD SELECT GROWTH EQUITY LP AT COST 811,537 1,086,055
    ATREIDES SPECIAL CIRCUMSTANCES SERIES L AT COST 299,681 299,659
    BAIN CAPITAL FUND XIII LP AT COST 34,233 36,345
    TARONIS FUELS INC AT COST 100,000 100,000
    WCM HEALTHCARE FUND AT COST 399,500 394,565

    TY 2021 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 350,911 350,911 659,800
    ALPHABET INC CL A 62,298 109,948 530,158
    AMARIN CORP ADR 297,113 491,207 333,630
    AMAZON COM 73,946 0 0
    APPLE INC 22,329 22,329 1,065,420
    ASCENDIS PHARMA A/S SPON ADR 372,091 555,076 538,120
    AXON ENTERPRISE INC COM 320,025 267,317 596,600
    BIOHAVEN PHARMACEUTICAL HLDG 247,564    
    CVS HEALTH CORPORATION 205,723 375,899 588,012
    CERENCE INC 176,767    
    CHARGEPOINT HLDGS   409,343 381,000
    CHEWY INC CL A 244,294    
    DISH NETWORK CORP   463,077 454,160
    DISNEY WALT CO 261,954    
    ENCOMPASS HEALTH CORP 329,835    
    GENERAC HLDGS INC   416,720 492,688
    GENERAL ELECTRIC CO 324,230    
    GXO LOGISTICS INC   82,591 308,822
    ILLUMINA INC COM 324,372 324,372 418,484
    INTUIT INC 236,434 236,434 546,737
    MASTEC INC COM 261,690 209,352 406,032
    MATCH GROUP INC CL A   430,423 409,975
    MICROSOFT CORP   416,024 538,112
    MONGODB INC CL A 14,398 14,398 1,058,700
    NEWMONT CORP COM 340,774 340,774 384,524
    PAYPAL HLDGS INC 146,515 146,515 311,157
    QUANTA SERVICES COM 0 378,032 550,368
    QUANTERIX CORP 243,086    
    SALESFORCE COM INC 81,731 292,862 508,260
    SAREPTA THERAPEUTICS INC COM 159,478    
    SELECT SECTOR SPDR TR ENERGY   355,495 388,500
    TELADOC FISHER SCIENTIFIC 86,992    
    THERMO FISCHER SCIENTIFIC 31,196 31,196 413,689
    UBER TECHNOLOGIES 370,442 370,442 431,879
    VANECK VECTORS ETF TRUST GOLD MINERS 288,634 288,634 317,097
    VANECK VECTORS ETF TRUST OIL SERVICES 0 280,066 240,292
    VISA 86,052 131,926 412,399
    WYNDHAM HOTEL & RESORTS INC 0 454,226 672,375
    XPO LOGISTICS INC 192,524    
    GRANAHAN INVESTMENT MGMT 395,266 539,693 730,734


    TY 2021 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 70 70   0
    PARTNERSHIP K1 EXPENSES 58,637 58,637   0
    US BANK FEES 750 750   0
    PARTNERSHIP K1 NON DEDUCTIBLE EXPENSES 8,593 0   0
    CHARITABLE DONATIONS FROM PARTNERSHIP K-1S 34 0   34
    SEC 179 FROM PARTNERSHIP K-1S 427 427   0


    TY 2021 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 60,746 60,746 60,746


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    HAZARD FAMILY FOUNDATION
    EIN:
    04-3338927
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RINET COMPANY FEE 8,428 8,428   0
    GRANAHAN MGMT FEE 7,650 7,650   0
    US BANK ADR FEE 80 80   0
    FIDELITY ADR FEES 0 0   0
    SM MGMT FEE 95,000 95,000   0


    TY 2021 TaxesSchedule
    Name:
    HAZARD FAMILY FOUNDATION
    EIN:
    04-3338927
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX - FIDELITY 496 496   0
    FOREIGN TAX - PARTNERSHIPS 17 17   0
    FOREIGN TAX - US BANK 20 20   0
    US TREASURY 2021 990T ETP 5,200 0   0
    US TREASURY 2021 990PF ETP 17,000 0   0
    US TREASURY 2020 990PF EXT 70,000 0   0
    US TREASURY 2020 990T BAL DUE 5,077 0   0
    MASSACHUSETTS 2020 M-990T ETP 5,000 5,000   0
    MASSACHUSETTS 2021 M-990T ETP 5,500 5,500   0