Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$20,323,669J 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 right arrow.............
3 Interest on savings and temporary cash investments 357 357  
4 Dividends and interest from securities... 146,236 146,236  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 184,881
b Gross sales price for all assets on line 6a 3,178,849
7 Capital gain net income (from Part IV, line 2)... 184,881
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
List of Attached Documents:
// Content
248,635 248,635  
12 Total. Add lines 1 through 11........ 580,109 580,109  
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
List of Attached Documents:
// Content
72,471 72,471   0
17 Interest............... 17,700 17,700   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
112,052 6,052   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
List of Attached Documents:
// Content
83,164 69,503   44
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 285,387 165,726   44
25 Contributions, gifts, grants paid....... 717,500 717,500
26 Total expenses and disbursements. Add lines 24 and 25 1,002,887 165,726   717,544
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -422,778
b Net investment income (if negative, enter -0-) 414,383
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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.............   3 3
2 Savings and temporary cash investments......... 1,120,767 554,193 554,193
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,834,453 Click to see attachment
List of Attached Documents:
// Content
6,560,611 		9,169,555
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
8,785,282 		Click to see attachment
List of Attached Documents:
// Content
9,202,917 		Click to see attachment
List of Attached Documents:
// Content
10,599,918
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,740,502 16,317,724 20,323,669
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 16,740,502 16,317,724
29 Total net assets or fund balances (see instructions)..... 16,740,502 16,317,724
30 Total liabilities and net assets/fund balances (see instructions). 16,740,502 16,317,724
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
16,740,502
2
Enter amount from Part I, line 27a .....................
2
-422,778
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,317,724
5
Decreases not included in line 2 (itemize) right arrow
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
16,317,724
Form 990-PF (2022)
Form 990-PF (2022)
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 X-4890 P    
b FIDELITY X-4890 P    
c FIDELITY X-4890 P    
d FIDELITY X-4890 P    
e FIDELITY X-4890 P    
US BANK P    
US BANK P    
ATREIDES FOUNDATION FUND, LP P 2022-01-01 2022-12-31
ATREIDES FOUNDATION FUND, LP P 2010-01-01 2022-12-31
BAIN CAPITAL FUND XI P 2022-01-01 2022-12-31
BAIN CAPITAL FUND XI P 2010-01-01 2022-12-31
BAIN CAPITAL FUND XII, LP P 2022-01-01 2022-12-31
BAIN CAPITAL FUND XII, LP P 2010-01-01 2022-12-31
FLYBRIDGE CAPITAL PARTNERS I P 2010-01-01 2022-12-31
FLYBRIDGE CAPITAL PARTNERS III P 2010-01-01 2022-12-31
FLYBRIDGE NETWORK FUND IV P 2010-01-01 2022-12-31
FLYBRIDGE NETWORK FUND V P 2010-01-01 2022-12-31
FLYBRIDGE COMM FUND, XFACTOR 1 P 2010-01-01 2022-12-31
FLYBRIDGE COMM FUND, XFACTOR VEN II P 2010-01-01 2022-12-31
GNDI HOLDINGS III-A, LP P 2010-01-01 2022-12-31
LINCOLN PEAK CAPITAL P 2010-01-01 2022-12-31
WESTFIELD HEALTH CARE FUND LP P 2022-01-01 2022-12-31
WESTFIELD HEALTH CARE FUND LP P 2010-01-01 2022-12-31
WESTFIELD SELECT GROWTH EQUITY P 2022-01-01 2022-12-31
WESTFIELD SELECT GROWTH EQUITY P 2010-01-01 2022-12-31
SEC 1256 STRADDLES FROM PARTNERSHIPS P    
SALE OF BAIN CAPITAL EMPIRE INVESTMENT P    
FLYBRIDGE CAPITAL PARTNERS I LIQUIDATION P    
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 814,988   672,229 142,759
b 1,469,437   1,615,877 -146,440
c 136,197   192,692 -56,495
d 323,223   6,069 317,154
e 12     12
156,111   136,802 19,309
80,410   130,479 -50,069
    50,333 -50,333
    11,099 -11,099
66     66
    6,655 -6,655
    3 -3
28,271     28,271
    10,663 -10,663
1,324     1,324
11,494     11,494
    195 -195
    8,609 -8,609
    3,060 -3,060
22,414     22,414
4     4
    38,998 -38,998
    20,563 -20,563
    76,710 -76,710
63,125     63,125
1,350     1,350
32,765   3,386 29,379
5,611   9,546 -3,935
32,047     32,047
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       142,759
b       -146,440
c       -56,495
d       317,154
e       12
      19,309
      -50,069
      -50,333
      -11,099
      66
      -6,655
      -3
      28,271
      -10,663
      1,324
      11,494
      -195
      -8,609
      -3,060
      22,414
      4
      -38,998
      -20,563
      -76,710
      63,125
      1,350
      29,379
      -3,935
      32,047
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 2 184,881
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 5,760
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 5,760
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 5,760
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 53,389
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 53,389
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 47,629
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow47,629 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMA
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowC MICHAEL HAZARD Telephone no.right arrow (617) 262-1903

Located atright arrow23 MARLBOROUGH STBOSTONMA ZIP+4right arrow02116
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
SM CAPITAL MANAGEMENT INVESTMENT MANAGEMENT 60,000
23 MARLBOROUGH STREET
BOSTON,MA02116
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
17,340,438
b
Average of monthly cash balances.......................
1b
710,292
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
18,050,730
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
18,050,730
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
270,761
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,779,969
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
888,998
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
888,998
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,760
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,760
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
883,238
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
883,238
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
883,238
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
717,544
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
717,544
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 883,238
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 25,932
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 717,544
a Applied to 2021, but not more than line 2a 25,932
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 2022 distributable amount..... 691,612
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		191,626
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

BETH ISRAEL DEACONESS

330 BROOKLINE AVE
BOSTON,MA02215 		NONE PUBLIC UNRESTRICTED 3,000

BEYOND HUNGER

848 LAKE STREET
OAK PARK,IL60301 		NONE PUBLIC UNRESTRICTED 5,000

BOYS & GIRLS CLUB OF BOSTON

200 HIGH ST 3RD FL
BOSTON,MA02110 		NONE PUBLIC UNRESTRICTED 5,000

BUFFALO OLMSTEAD PARKS CONSERVANCY

84 PARKSIDE AVE
BUFFALO,NY14214 		NONE PUBLIC UNRESTRICTED 1,000

BUTTON HOLE GOLF

1 BUTTONHOLE DRIVE
PROVIDENCE,RI02909 		NONE PUBLIC UNRESTRICTED 5,000

BUTTON HOLE GOLF

1 BUTTONHOLE DRIVE
PROVIDENCE,RI02909 		NONE PUBLIC UNRESTRICTED 1,000

CAMP SUNSHINE

35 ACADIA ROAD
CASO,ME04015 		NONE PUBLIC UNRESTRICTED 1,000

CAMP SUNSHINE

35 ACADIA ROAD
CASO,ME04015 		NONE PUBLIC UNRESTRICTED 1,000

CARROLL SCHOOL

45 WALTHAM RD
WAYLAND,MA01778 		NONE PUBLIC UNRESTRICTED 40,000

CHILDRENS FRIEND AND SERVICE

153 SUMMER ST
PROVIDENCE,RI02903 		NONE PUBLIC UNRESTRICTED 20,000

CIDER

25 LEOPARDS LEAP
MOULTON,NH03254 		NONE PUBLIC UNRESTRICTED 1,500

COMMUNITY PREPARATORY SCHOOL

126 SOMERSET ST
PROVIDENCE,RI02907 		NONE PUBLIC UNRESTRICTED 5,000

CROSS ROADS

119 MYRTLE STREET
DUXBURY,MA02332 		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 30,000

DAY ONE

PO BOX 3220 CHURCH ST STATIONS
NEW YORK,NY10008 		NONE PUBLIC UNRESTRICTED 2,000

DOMESTIC VIOLENCE RESOURCE CENTER

61 MAIN ST
WAKEFIELD,MA02879 		NONE PUBLIC UNRESTRICTED 15,000

EXPERIENCE CAMPS

136 MAIN ST SUITE 206
WESTPORT,CT06880 		NONE PUBLIC UNRESTRICTED 2,000

FIRST WORKS

275 WESTMINSTER ST
PROVIDENCE,RI02903 		NONE PUBLIC UNRESTRICTED 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

HOPE HEALTH HOSPICE CENTER

1085 NORTH MAIN STREET
PROVIDENCE,RI02904 		NONE PUBLIC UNRESTRICTED 1,000

HORIZONS FOR HOMELESS CHILDREN

1705 COLUMBUS AVE
ROXBURY,MA02119 		NONE PUBLIC UNRESTRICTED 25,000

HORIZONS FOR HOMELESS CHILDREN

1705 COLUMBUS AVE
ROXBURY,MA02119 		NONE PUBLIC UNRESTRICTED 20,000

HOUSING FORWARD

1851 S NINTH AVE
MAYWOOD,IL60153 		NONE PUBLIC UNRESTRICTED 3,000

JONNYCAKE CENTER OF PEACE DALE

1183B KINGSTOWN RD
PEACE DALE,RI02883 		NONE PUBLIC UNRESTRICTED 5,000

JONNYCAKE CENTER OF PEACE DALE

1183B KINGSTOWN RD
PEACE DALE,RI02883 		NONE PUBLIC UNRESTRICTED 2,000

KINDNESS CENTER INTERGENERATIONAL PROGRAM

408 S OAK PARK AVE
OAK PARK,IL60302 		NONE PUBLIC UNRESTRICTED 1,000

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

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 25,000

MOTHER CAROLINE ACADEMY EDUCATION CENTER

515 BLUE HILL AVE
DORCHESTER,MA02121 		NONE PUBLIC UNRESTRICTED 25,000

MOTHER CAROLINE ACADEMY EDUCATION CENTER

515 BLUE HILL AVE
DORCHESTER,MA02121 		NONE PUBLIC UNRESTRICTED 1,000

NARROW PINE 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

NEW ENGLAND AQUARIUM

1 CENTRAL WHARF
BOSTON,MA02110 		NONE PUBLIC UNRESTRICTED 30,000

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 2022 2,500

OAK PARK RIVER FOREST INFANT WELFARE SOCIETY

320 LAKE ST
OAK PARK,IL60302 		NONE PUBLIC UNRESTRICTED 3,000

OPPORTUNITY KNOCKS

8020 MADISON STREET
RIVER FOREST,IL60305 		NONE PUBLIC UNRESTRICTED 2,000

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 3,000

PARTNERS IN HEALTH

800 BOYLSTON ST STE 300
BOSTON,MA02199 		NONE PUBLIC UNRESTRICTED 2,500

PERKINS SCHOOL FOR THE BLIND

175 N BEACON ST
WATERTOWN,MA02472 		NONE PUBLIC UNRESTRICTED 25,000

PPAC

220 WEYBOSSET ST
PROVIDENCE,RI02903 		NONE PUBLIC UNRESTRICTED 2,000

PROVIDENCE PUBLIC LIBRARY

150 EMPIRE ST
PROVIDENCE,RI02903 		NONE PUBLIC UNRESTRICTED 5,000

REED CHARITABLE FOUNDATION

POST OFFICE BOX 1417
WINTER PARK,FL32789 		NONE PUBLIC UNRESTRICTED 1,000

RHODE ISLAND COMMUNITY FOOD BANK

200 NIANTIC AVE
PROVIDENCE,RI02907 		NONE PUBLIC UNRESTRICTED 7,500

RHODE ISLAND FOOD BANK

200 NIANTIC AVE
PROVIDENCE,RI02907 		NONE PUBLIC UNRESTRICTED 2,000

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 2,000

SAN MIGUEL SCHOOL OF PROVIDENCE

525 BRANCH AVE
PROVIDENCE,RI02904 		NONE PUBLIC UNRESTRICTED 7,500

SANTA'S VOLUNTEERS

1001 GREEN BAY RD BOX 167
WINNETKA,IL60093 		NONE PUBLIC UNRESTRICTED 1,000

SARAH'S INN

1547 CIRCLE AVE
FOREST PARK,IL60130 		NONE PUBLIC UNRESTRICTED 5,000

SAVE THE BAY

212 NORTHERN AVE 304
BOSTON,MA02210 		NONE PUBLIC UNRESTRICTED 20,000

SISTERS OF ST JOSEPH BOSTON

637 CAMBRIDGE ST
BRIGHTON,MA02135 		NONE PUBLIC UNRESTRICTED 2,000

SOPHIA ACADEMY

582 ELMWOOD AVE
PROVIDENCE,RI02907 		NONE PUBLIC UNRESTRICTED 10,000

SOPHIA ACADEMY

582 ELMWOOD AVE
PROVIDENCE,RI02907 		NONE PUBLIC UNRESTRICTED 1,000

SOUTH COUNTY HEALTH

100 KENYON AVE
SOUTH KINGSTON,RI02879 		NONE PUBLIC UNRESTRICTED 20,000

SOUTH COUNTY HOSPITAL'S CANCER CENTER

100 KENYON AVE
WAKEFIELD,RI02879 		NONE PUBLIC UNRESTRICTED 2,000

ST COLUMBKILLE PARTNERSHIP SCHOOL

25 ARLINGTON STREET
BRIGHTON,MA02135 		NONE PUBLIC PARENTS FUND 3,000

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 7,500

ST SEBASTIAN'S SCHOOL

1191 GREENDALE AVE
NEEDHAM,MA02492 		NONE PUBLIC ANNUAL FUND 4,000

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 UNRESTRICTED 10,000

THE DAY NURSERY

1139 RANDOLPH ST
OAK PARK,IL60302 		NONE PUBLIC UNRESTRICTED 2,000

THE NATURE CONSERVANCY IN RHODE ISLAND

159 WATERMAN ST
PROVIDENCE,RI02906 		NONE PUBLIC UNRESTRICTED 10,000

TIMANOUS FOUNDATION

PO BOX 2886
SOUTH PORTLAND,ME04116 		NONE PUBLIC UNRESTRICTED 30,000

UNION CITY ALUMNI ASSOCIATION

334 N HIGH ST
UNION CITY,IN47390 		NONE PUBLIC UNRESTRICTED 3,000

UNIVERSITY OF WISCONSIN FOUNDATION

500 LINCOLN DRIVE
MADISON,WI53706 		NONE PUBLIC CHANCELLOR'S FUND 5,000

URIFAE

79 UPPER COLLEGE RD
KINGSTON,RI02881 		NONE PUBLIC UNRESTRICTED 2,000

UVM FOUNDATION

411 MAIN ST
BURLINGTON,VT05401 		NONE PUBLIC MEN'S LACROSSE 1,000

UVM HEALTH NETWORK

462 SHELBURNE RD
BURLINGTON,VT05401 		NONE PUBLIC UNRESTRICTED 1,500

WBFO

140 LOWER TERRACE ST
BUFFALO,NY14202 		NONE PUBLIC UNRESTRICTED 1,000

WIKIMEDIA FOUNDATION

PO BOX 98204
WASHINGTON,DC20090 		NONE PUBLIC UNRESTRICTED 1,000

WILLET FREE LIBRARY

45 FERRY RD
SAUNDERSTOWN,RI02874 		NONE PUBLIC IMO R HAZARD 1,000

YEAR UP RHODE ISLAND

40 FOUNTAIN ST 7TH FL
PROVIDENCE,RI02903 		NONE PUBLIC UNRESTRICTED 50,000

YEAR UP RHODE ISLAND

40 FOUNTAIN ST 7TH FL
PROVIDENCE,RI02903 		NONE PUBLIC UNRESTRICTED 1,000
Total .................................right arrow 3a 717,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 357  
4 Dividends and interest from securities ....     14 146,236  
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 .....     14 248,635  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 184,881  
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) .. 0 580,109 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
580,109
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 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 968,036 973,202
ATREIDES SPECIAL CIRCUMSTANCE SERIES E AT COST 234,283 375,515
ATREIDES SPECIAL CIRCUMSTANCE SERIES G AT COST 237,765 237,344
ATREIDES SPECIAL CIRCUMSTANCE SERIES L AT COST 299,084 252,158
ATREIDES SPECIAL CIRCUMSTANCE SERIES M AT COST 249,618 249,559
BAIN CAPITAL FUND XI, LP AT COST 149,906 283,978
BAIN CAPITAL FUND XII, LP AT COST 252,802 381,105
BAIN CAPITAL FUND XIII, LP AT COST 123,915 90,033
GNDI HOLDING IIIA, LP AT COST 23,830 23,830
FLYBRIDGE CAPITAL PARTNERS III, LP AT COST 76,448 243,906
FLYBRIDGE CAPITAL III CODECADEMY AT COST 100,000 41,296
FLYBRIDGE CAPITAL PARTNERS IV NS1 AT COST 150,000 330,311
FLYBRIDGE CAPITAL PARTNERS IV (SPV I), LP AT COST 249,965 299,229
FLYBRIDGE NETWORK FUND IV LP AT COST 122,816 797,081
FLYBRIDGE NETWORK FUND V LP AT COST 204,634 431,394
FLYBRIDGE COMMUNITY FUND, XFACTOR VEN AT COST 227,414 803,917
FLYBRIDGE COMMUNITY FUND, XFACTOR VEN II AT COST 233,456 392,058
FLYBRIDGE 2019 LEADERS AT COST 33,297 33,297
FLYBRIDGE 2022 ASSOCIATES AT COST 127,101 93,922
LINCOLN PEAK CAPITAL, LLC AT COST 161,268 738,501
LPC HARVEST, LP AT COST 211,797 47,586
N2 CAPITAL MANAGEMENT, LP AT COST 417,105 394,309
SUMMIT PARTNERS SUSTAINABLE OPP L/S AT COST 500,000 476,803
WESTFIELD SELECT GROWTH EQUITY, LP AT COST 793,491 766,641
OTHER INVESTMENTS AT COST 412,580 412,580

TY 2022 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 350,911 350,911 372,500
ALLBIRDS INC CL A 0 299,349 116,160
ALPHABET INC CL A 109,948 109,948 322,922
AMARIN CORP ADR 491,207 491,207 119,790
APPLE INC 22,329 16,261 519,720
ASCENDIS PHARMA A/S SPON ADR 555,076 555,076 488,520
AXON ENTERPRISE INC COM 267,317 267,317 630,534
CVS HEALTH CORPORATION 375,899 375,899 531,183
CHARGEPOINT HOLDINGS INC 409,343 409,343 190,600
CORTEVA INC COM 0 337,992 358,558
DEXCOM INC 0 317,818 418,988
DISH NETWORK CORP 463,077 0 0
GENERAC HLDGS INC 416,720 442,143 150,990
GENERAL MTRS CO 0 321,958 262,392
GXO LOGISTICS INCORPORATED 82,591 324,389 311,637
HARBOR ETF TRUST DIVIDEND GROWTH 0 552,938 807,241
ILLUMINA INC COM 324,372 324,372 222,420
INTUIT INC 236,434 0 0
LULULEMON ATHLETICA 0 408,103 400,475
MASTEC INC COM 209,352 209,352 375,452
MATCH GROUP INC CL A 430,423 0 0
MICROSOFT CORP 416,024 416,024 383,712
MONGODB INC CL A 14,398 14,398 393,689
NEWMONT CORP COM 340,774 340,774 292,640
PAYPAL HLDGS INC 146,515 146,515 117,513
QUANTA SERVICES COM 378,032 244,956 441,750
SALESFORCE COM INC 292,862 292,862 265,180
SELECT SECTOR SPDR TR ENERGY 355,495 0 0
TELADOC HEALTH INC 0 0 0
THERMO FISHER SCIENTIFIC 31,196 31,196 341,428
UBER TECHNOLOGIES 370,442 474,523 370,950
U HAUL HLDNG 0 20,179 22,270
U HAUL HLDNG SER N 0 181,753 183,083
VANECK VECTORS ETF TRUST GOLD MINERS 288,634 288,634 283,734
VANECK VECTORS ETF TRUST OIL SERVICES 280,066 0 0
VISA 131,926 131,926 395,367
WYNDHAM HOTEL & RESORTS INC 454,226 0 0
GRANAHAN INVESTMENT MANAGEMENT 539,693 504,801 508,520


TY 2022 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 67,883 67,883   0
US BANK FEES 750 750   0
PARTNERSHIP K1 NON DEDUCTIBLE EXPENSES 13,617 0   0
CHARITABLE DONATIONS FROM PARTNERSHIP K-1S 44 0   44
SEC 179 FROM PARTNERSHIP K-1S 800 800   0


TY 2022 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 248,635 248,635 248,635


TY 2022 OtherProfessionalFeesSchedule
Name:
HAZARD FAMILY FOUNDATION
EIN:
04-3338927
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RINET COMPANY FEE 6,442 6,442   0
GRANAHAN MGMT FEE 6,029 6,029   0
US BANK ADR FEE 0 0   0
FIDELITY ADR FEES 0 0   0
SM MGMT FEE 60,000 60,000   0


TY 2022 TaxesSchedule
Name:
HAZARD FAMILY FOUNDATION
EIN:
04-3338927
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX - FIDELITY 552 552   0
US TREASURY 2022 990T ETP 4,000 0   0
US TREASURY 2022 990PF ETP 17,000 0   0
US TREASURY 2021 990PF EXT 35,000 0   0
US TREASURY 2021 990T EXT 50,000 0   0
MASSACHUSETTS 2022 M-990T ETP 5,500 5,500   0