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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CHARLES H HOOD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2 BOYLSTON STREET 4TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02116
A Employer identification number

04-3507847
B Telephone number (see instructions)

(617) 279-2230
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$72,008,150J 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) 281,358
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,391,087 1,391,087  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,660,066
b Gross sales price for all assets on line 6a 6,170,716
7 Capital gain net income (from Part IV, line 2)... 1,660,066
8 Net short-term capital gain.........  
9 Income modifications........... 6,033
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
6,600 0  
12 Total. Add lines 1 through 11........ 3,339,111 3,051,153 6,033
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)......... Click to see attachment
List of Attached Documents:
// Content
6,096 0   6,096
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,089 0   30,089
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
101,646 88,323   13,323
17 Interest............... 4,142 0   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
56,398 35,359   1,039
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 15,803 0   15,803
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
332,834 0   332,834
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 547,008 123,682   399,184
25 Contributions, gifts, grants paid....... 2,150,250 2,150,250
26 Total expenses and disbursements. Add lines 24 and 25 2,697,258 123,682   2,549,434
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 641,853
b Net investment income (if negative, enter -0-) 2,927,471
c Adjusted net income (if negative, enter -0-)... 6,033
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 383,193 204,648 204,648
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)....... 34,837,751 Click to see attachment
List of Attached Documents:
// Content
35,440,583 		35,440,583
c Investments—corporate bonds (attach schedule)....... 13,292,160 Click to see attachment
List of Attached Documents:
// Content
13,614,650 		13,614,650
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).......... 14,795,058 Click to see attachment
List of Attached Documents:
// Content
18,742,212 		18,742,212
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
3,369,961 		Click to see attachment
List of Attached Documents:
// Content
4,006,057 		Click to see attachment
List of Attached Documents:
// Content
4,006,057
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 66,678,123 72,008,150 72,008,150
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........ 59,300,755 59,300,755
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,377,368 12,707,395
29 Total net assets or fund balances (see instructions)..... 66,678,123 72,008,150
30 Total liabilities and net assets/fund balances (see instructions). 66,678,123 72,008,150
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
66,678,123
2
Enter amount from Part I, line 27a .....................
2
641,853
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,298,086
4
Add lines 1, 2, and 3 ..........................
4
72,618,062
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
609,912
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
72,008,150
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,170,716   4,510,650 1,660,066
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,660,066
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,660,066
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 40,692
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 40,692
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 40,692
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 42,027
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 42,027
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 1,335
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,335 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowHTTPS://HRIA.ORG/TMF/HOOD/
14
The books are in care ofright arrowAAFCPAS INC Telephone no.right arrow (508) 366-9100

Located atright arrow50 WASHINGTON STREETWESTBOROUGHMA ZIP+4right arrow01581
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
 
No
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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
Yes
 
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
NEIL SMILEY PRESIDENT AND TREASURER
1.00 		0 0 0
2 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116
JOHN O PARKER JR VICE PRESIDENT AND CLERK
1.00 		0 0 0
2 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116
ROBERT C BOUTWELL TRUSTEE
1.00 		0 0 0
2 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116
BARBARA BULA TRUSTEE
1.00 		0 0 0
2 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116
BRENDON BULA TRUSTEE
1.00 		0 0 0
2 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116
ELIZABETH HOOD TRUSTEE
1.00 		0 0 0
2 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116
CLAY SMILEY TRUSTEE
1.00 		0 0 0
2 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
HEALTH RESOURCES IN ACTION ADMINISTRATIVE FEES 256,489
2 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116
PRIME BUCHHOLZ INVESTMENT ADVISORY SERVICES 75,000
273 CORPORATE DRIVE SUITE 250
PORTSMOUTH,NH03801
Total number of others receiving over $50,000 for professional services.............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 MULBERRY BIOTHERAPEUTICS INC. - WELLESLEY, MACONVERTIBLE PROMISSORY NOTE 250,000
2 PLAKOUS THERAPEUTICS - WINSTOM-SALEM, NCCONVERTIBLE PROMISSORY NOTE 250,000
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
425,000
Total. Add lines 1 through 3.........................right arrow925,000
Form 990-PF (2023)
Form 990-PF (2023)
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
53,138,962
b
Average of monthly cash balances.......................
1b
401,650
c
Fair market value of all other assets (see instructions)................
1c
13,979,158
d
Total (add lines 1a, b, and c).........................
1d
67,519,770
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
67,519,770
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,012,797
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
66,506,973
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,325,349
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
3,325,349
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
40,692
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
40,692
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,284,657
4
Recoveries of amounts treated as qualifying distributions................
4
156,033
5
Add lines 3 and 4............................
5
3,440,690
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
3,440,690
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
2,549,434
b
Program-related investments—total from Part VIII-B..................
1b
925,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,474,434
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,440,690
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 3,301,908
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,474,434
a Applied to 2022, but not more than line 2a 3,301,908
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 2023 distributable amount..... 172,526
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		3,268,164
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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 e-mail address of the person to whom applications should be addressed:
CHARLENE MANCUSI DIRECTOR HRIA
2 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116
(617) 695-9439
CMANCUSI@HRIA.ORG
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION FORMS AVAILABLE AT WWW.TMFGRANTS.ORG/HOOD
cAny submission deadlines:
ANNUALLY MARCH AND OCTOBER
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RESTRICTED TO PEDIATRIC RESEARCH
Form 990-PF (2023)
Form 990-PF (2023)
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

FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH

11400 ROCKVILLE PIKE SUITE 600
NORTH BETHESDA,MD20852 		  PC SPECIAL GRANT SUPPORT FOR THE PEDIATRIC MEDICAL DEVICE PUBLIC PRIVATE PARTNERSHIP (DESIGN PHASE) 15,000

BETH ISRAEL DEACONESS MEDICAL CENTER

330 BROOKLINE AVENUE
BOSTON,MA02215 		  PC SPECIAL GRANT SUPPORT FOR THE ENDOWED CHAIR FOR DR. STEVEN FREEDMAN, IN HONOR OF JUDY HOOD 100,000

HARVARD MEDICAL SCHOOL

PO BOX 415649
BOSTON,MA02241 		  PC CHARLES AWARD IN PEDIATRIC HEALTH [CHARLES H. HOOD ALUMNI RECOGNITION FOR LEADERSHIP, EXCELLENCE AND SERVICE] - DETECTING PEDIATRIC GROWTH DISORDERS USING AI 100,000

TRUSTEES OF DARTMOUTH COLLEGE

OFFICE OF SPONSORED PROJECTS 11
ROPE FERRY ROAD
HANOVER,NH03755 		  PC MAJOR GRANT - DECREASING HARMS AND IMPROVING CHILD HEALTH: AN INTERVENTION TO REDUCE INAPPROPRIATE USE OF ANTIPSYCHOTICS AND POLYPHARMACY 70,250

UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL

C/O BANK OF AMERICA 222 BROADWAY ST
NEW YORK,NY10038 		  PC CHILD HEALTH RESEARCH AWARD - THE ROLE OF MARCO IN PEDIATRIC CANCER 82,500

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - THE ROLE OF AIRWAY NEURONS IN CHILDHOOD ASTHMA 82,500

BOSTON CHILDREN'S HOSPITAL

C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - DEVELOPING A BROADLY APPLICABLE THERAPEUTIC STRATEGY TO REVERSE SYMPTOMS OF NEURODEVELOPMENTAL DISORDERS 82,500

YALE SCHOOL OF MEDICINE

PO BOX 208239
NEW HAVEN,CT06520 		  PC CHILD HEALTH RESEARCH AWARD - NEURAL MARKERS OF CHRONIC, PERSISTENT PEDIATRIC IRRITABILITY 82,500

BRIGHAM AND WOMEN'S HOSPITAL

C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - SPATIAL MAPPING OF MALIGNANT SUBPOPULATIONS ENABLING NEURON-GLIOMA CIRCUIT INTERACTIONS IN DIPG 82,500

BOSTON CHILDREN'S HOSPITAL

C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - DISSECTING IMMUNE-STROMAL INTERACTIONS TO DISCOVER NOVEL STRATEGY TO MODULATE INFLAMMATION 82,500

BOSTON CHILDREN'S HOSPITAL

C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - THE ROLE AND MECHANISM OF MAKORIN RING FINGER PROTEIN 3 IN CHILDREN WITH DELAYED PUBERTY 40,000

BOSTON CHILDREN'S HOSPITAL

C/O BANK OF AMERICA 1295 BOYLSTON
STREET 4TH FL
BOSTON,MA02215 		  PC CHILD HEALTH RESEARCH AWARD - MACHINE-LEARNING PREDICTION MODEL FOR PERSONALIZED URINARY TRACT INFECTION CARE IN CHILDREN 40,000

BROWN UNIVERSITY

CASHIER OFFICE BOX 1997 69 BROWN
STREET 2ND FLOOR
PROVIDENCE,RI02912 		  PC CHILD HEALTH RESEARCH AWARD - DEVELOPMENT OF A HIGH EFFICACY NON-CAPSID NOROVIRUS VACCINE 40,000

HARVARD MEDICAL SCHOOL

C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - DECIPHERING MECHANISMS LINKING CHILDHOOD VIRAL INFECTION AND ASTHMA DEVELOPMENT 40,000

WORCESTER POLYTECHNIC INSTITUTE

C/O TD BANK 370 MAIN ST
WORCESTER,MA01608 		  PC CHILD HEALTH RESEARCH AWARD - ROLE OF HETEROTRIMERIC G PROTEINS IN CILIA ASSEMBLY AND PATHOGENESIS OF NEURODEVELOPMENTAL DISORDERS 40,000

YALE UNIVERSITY

C/O BANK OF AMERICA MERRILL
LYNCH100 WEST 33RD STREET
NEW YORK,NY10001 		  PC CHILD HEALTH RESEARCH AWARD - DIAGNOSIS OF PEDIATRIC MALIGNANCIES USING DEVELOPMENTAL MAPPING AND MACHINE LEARNING 40,000

YALE UNIVERSITY

C/O BANK OF AMERICA MERRILL
LYNCH100 WEST 33RD STREET
NEW YORK,NY10001 		  PC CHILD HEALTH RESEARCH AWARD - SUPPORTING REFUGEE MENTAL HEALTH THROUGH TRANSLATION OF EVALUATIVE INSTRUMENTS AND THROUGH A PREVENTIVE MENTAL HEALTH INTERVENTION 100,000

MASSACHUSETTS GENERAL HOSPITAL

BANK OF AMERICA NA PO BOX 414876
BOSTON,MA02241 		  PC CHILD HEALTH RESEARCH AWARD - TACKLING PULMONARY HYPOPLASIA WITH GENETIC, EPIGENETIC AND STEM CELL APPROACHES. 100,000

BOSTON COLLEGE

140 COMMONWEALTH AVE 129 LAKE ST
440
CHESTNUT HILL,MA02467 		  PC CHILD HEALTH RESEARCH AWARD - IMPROVING CHILDHOOD TUBERCULOSIS TREATMENT OUTCOMES AND POST-TB LUNG FUNCTIONING AND QUALITY OF LIFE IN RURAL SOUTH AFRICA 100,000

BOSTON CHILDREN'S HOSPITAL

C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - IDENTIFYING EEG-BASED BIOMARKERS OF LANGUAGE GROWTH IN PRESCHOOL-AGED CHILDREN WITH DOWN SYNDROME 100,000

BOSTON CHILDREN'S HOSPITAL

C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - CHARACTERIZING THE ROLE OF TWO SUBCORTICAL NUCLEI IN PREFRONTAL REGULATION OF ATTENTION 100,000

BOSTON CHILDREN'S HOSPITAL

C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - POSTNATAL EXPOSURE TO HYPEROXIA CAUSES MALADAPTATION OF THE PREMATURE INTESTINE 100,000

BOSTON CHILDREN'S HOSPITAL

C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - ROLE OF XENOBIOTIC PATHWAYS TO MODULATE INTESTINAL EPITHELIAL METABOLISM, AS POSSIBLE TARGETS FOR OBESITY AND DIABETES 100,000

BRIGHAM AND WOMEN'S HOSPITAL

C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - THE ROLE OF MESENCHYMAL STEM CELLS TO ENHANCE IMMUNE FUNCTION IN A MODEL OF NEONATAL INFECTION 100,000

DARTMOUTH-HITCHCOCK CLINIC

RESEARCH OPERATIONS 1 MEDICAL
CENTER DRIVE
LEBANON,NH03756 		  PC CHILD HEALTH RESEARCH AWARD - EVALUATING MECHANISMS OF ENVIRONMENTAL CHEMICAL EXPOSURE WITH DEVELOPING ZEBRAFISH URINARY SYSTEM 130,000

MASSACHUSETTS EYE AND EAR INFIRMARY

C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - ADVANCING THE RETINOIC ACID SIGNALING ACTIVATOR AS A NOVEL THERAPEUTIC IN MOUSE MODELS OF RETINAL DEGENERATION 100,000

MASSACHUSETTS GENERAL HOSPITAL

C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - DECIPHERING THE MECHANISM UNDERLYING SHORT- AND LONG-TERM AIRWAY HYPERRESPONSIVENESS FOLLOWING EARLY-LIFE RSV INFECTION 100,000
Total .................................right arrow 3a 2,150,250
bApproved for future payment

YALE UNIVERSITY
C/O BANK OF AMERICA MERRILL
LYNCH100 WEST 33RD STREET
NEW YORK,NY10001 		  PC CHILD HEALTH RESEARCH AWARD - SUPPORTING REFUGEE MENTAL HEALTH THROUGH TRANSLATION OF EVALUATIVE INSTRUMENTS AND THROUGH A PREVENTIVE MENTAL HEALTH INTERVENTION 100,000

MASSACHUSETTS GENERAL HOSPITAL
BANK OF AMERICA NA PO BOX 414876
BOSTON,MA02241 		  PC CHILD HEALTH RESEARCH AWARD - TACKLING PULMONARY HYPOPLASIA WITH GENETIC, EPIGENETIC AND STEM CELL APPROACHES. 100,000

BOSTON COLLEGE
140 COMMONWEALTH AVE 129 LAKE ST
440
CHESTNUT HILL,MA02467 		  PC CHILD HEALTH RESEARCH AWARD - IMPROVING CHILDHOOD TUBERCULOSIS TREATMENT OUTCOMES AND POST-TB LUNG FUNCTIONING AND QUALITY OF LIFE IN RURAL SOUTH AFRICA 100,000

BOSTON CHILDREN'S HOSPITAL
C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - IDENTIFYING EEG-BASED BIOMARKERS OF LANGUAGE GROWTH IN PRESCHOOL-AGED CHILDREN WITH DOWN SYNDROME 100,000

BOSTON CHILDREN'S HOSPITAL
C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - CHARACTERIZING THE ROLE OF TWO SUBCORTICAL NUCLEI IN PREFRONTAL REGULATION OF ATTENTION 100,000

BOSTON CHILDREN'S HOSPITAL
C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - POSTNATAL EXPOSURE TO HYPEROXIA CAUSES MALADAPTATION OF THE PREMATURE INTESTINE 100,000

BOSTON CHILDREN'S HOSPITAL
C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - ROLE OF XENOBIOTIC PATHWAYS TO MODULATE INTESTINAL EPITHELIAL METABOLISM, AS POSSIBLE TARGETS FOR OBESITY AND DIABETES 100,000

BRIGHAM AND WOMEN'S HOSPITAL
C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - THE ROLE OF MESENCHYMAL STEM CELLS TO ENHANCE IMMUNE FUNCTION IN A MODEL OF NEONATAL INFECTION 100,000

DARTMOUTH-HITCHCOCK CLINIC
RESEARCH OPERATIONS 1 MEDICAL
CENTER DRIVE
LEBANON,NH03756 		  PC CHILD HEALTH RESEARCH AWARD - EVALUATING MECHANISMS OF ENVIRONMENTAL CHEMICAL EXPOSURE WITH DEVELOPING ZEBRAFISH URINARY SYSTEM 70,000

MASSACHUSETTS EYE AND EAR INFIRMARY
C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - ADVANCING THE RETINOIC ACID SIGNALING ACTIVATOR AS A NOVEL THERAPEUTIC IN MOUSE MODELS OF RETINAL DEGENERATION 100,000

MASSACHUSETTS GENERAL HOSPITAL
C/O BANK OF AMERICA 100 FEDERAL
STREET
BOSTON,MA02110 		  PC CHILD HEALTH RESEARCH AWARD - DECIPHERING THE MECHANISM UNDERLYING SHORT- AND LONG-TERM AIRWAY HYPERRESPONSIVENESS FOLLOWING EARLY-LIFE RSV INFECTION 100,000
Total ................................. right arrow 3b 1,070,000
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		         
4 Dividends and interest from securities ....     14 1,391,087  
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 1,660,066  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRETURNED GRANT FUNDS 		        6,033
bOTHER INVESTMENT INCOME         567
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,051,153 6,600
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,057,753
(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.)
11A EXCESS FUNDS RETURNED FROM GRANTS PREVIOUSLY PAID OUT.
11B SETTLEMENT PROCEEDS ON INVESTMENTS
Form 990-PF (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
CHARLES H HOOD FOUNDATION
 
Employer identification number

04-3507847
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
CHARLES H HOOD FOUNDATION
  		Employer identification number
04-3507847
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ESTATE OF JUDITH HOOD
 
BANK OF AMERICA 1025 MAIN ST
 
WALTHAM, MA02451

$ 281,358


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
CHARLES H HOOD FOUNDATION
  		Employer identification number

04-3507847
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
CHARLES H HOOD FOUNDATION
  		Employer identification number

04-3507847
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
CHARLES H HOOD FOUNDATION
EIN:
04-3507847
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & TAX PREPARATION FEES 30,089 0   30,089

TY 2023 AllOthProgRltdInvestmentsSch
Name:
CHARLES H HOOD FOUNDATION
EIN:
04-3507847
Category Amount
NURTURE GENOMICS - CAMBRIDGE, MA SIMPLE AGREEMENT FOR FUTURE EQUITY 250,000
ARGUS COGNITIVE, INC. - LEBANON, NH SIMPLE AGREEMENT FOR FUTURE EQUITY 25,000
SMOLTAP, INC. - PROVIDENCE, RI SERIES SEED PREFERRED STOCK INVESTMENT 100,000
PRAPELA, LLC - BIDDEFORD, ME CONVERTIBLE PROMISSORY NOTE 50,000

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

TY 2023 ExpenditureResponsibilityStmt
Name:
CHARLES H HOOD FOUNDATION
EIN:
04-3507847
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
149 MEDICAL INC
  		1173 MAIN STREET
BOLTON,MA01740 		2020-04-17 150,000 TO SUPPORT THE PRE-COMMERCIALIZATION DEVELOPMENT OF A MONITOR THAT MEASURES REAL-TIME BRAIN HEMODYNAMICS AND METABOLISM IN PRETERM NEWBORNS, IN AN ATTEMPT TO CHANGE THE STANDARD OF CARE BY IMPROVING LIVES, REDUCING MEDICAL ERRORS, AND REDUCING OVERALL HEALTHCARE COSTS, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE AND LESSENING THE BURDEN OF THE GOVERNMENT. 150,000 NONE, SEE BELOW PRI REPORT - 8/16/2023 2022-06-10 149 MEDICAL DISSOLVED IN 2023. PRIOR TO THIS, THE TRUSTEES MET WITH 149 MEDICAL, INC. ON A REGULAR BASIS, ATTENDED BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY.
ALDATU BIOSCIENCES INC
  		C/O ARSENAL LAB SPACE 201 DEXTER
AVE
WATERTOWN,MA02472 		2016-02-23 100,000 TO SUPPORT THE USE AND DEVELOPMENT OF A SIMPLE, RAPID, THERMOSTABLE KIT THAT IDENTIFIES CLINICALLY ACTIONABLE HIV MUTATIONS FOUND IN PATIENTS FAILING A FIRST-LINE DRUG REGIMEN, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE AND RELIEF OF THE POOR, DISTRESSED AND UNDERPRIVILEGED. 100,000 NONE, SEE BELOW PRI REPORTS - 5/26/2023, 6/12/2023, 12/12/2023, 6/12/2024 2017-12-15 THE TRUSTEES MEET WITH ALDATU BIOSCIENCES, INC. MANAGEMENT ON A REGULAR BASIS AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY.
ANIDA PHARMA INC
  		155 BROOKLINE STREET SUITE 005
CAMBRIDGE,MA02139 		2020-12-21 250,000 TO SUPPORT THE PRECLINICAL DEVELOPMENT OF A PREVENTATIVE TREATMENT FOR RETINOPATHY OF PREMATURITY, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE AND RELIEF OF THE POOR, DISTRESSED AND UNDERPRIVILEGED. 250,000 NONE, SEE BELOW PRI REPORTS - 7/21/2023, 8/23/2023, 6/24/2024 2023-07-21 THE TRUSTEES MEET WITH ANIDA PHARMA, INC. MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
ARGUS COGNITIVE INC
  		DARTMOUTH REGIONAL TECHNICAL CENTER
16 CAVENDISH
LEBANON,NH03766 		2021-05-10 250,000 TO SUPPORT THE DEVELOPMENT AND CLINICAL TESTING OF THE CORPORATION'S CLINICAL DECISION SUPPORT SOFTWARE FOR USE IN PEDIATRIC INDICATIONS, INCLUDING AUTISM AND PEDIATRIC CARDIOLOGY, THEREBY SUPPORTING RELIEF OF THE POOR, DISTRESSED AND UNDERPRIVILEGED AND LESSENING THE BURDEN OF THE GOVERNMENT. 250,000 NONE, SEE BELOW PRI REPORTS -2/22/2023,8/23/2023,9/7/2023,3/5/2024,5/18/2024,6/6/2024,7/3/20 2023-08-23 THE TRUSTEES MEET WITH ARGUS COGNITIVE, INC. MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
ARGUS COGNITIVE INC
  		DARTMOUTH REGIONAL TECHNICAL CENTER
16 CAVENDISH
LEBANON,NH03766 		2023-07-10 25,000 TO SUPPORT THE DEVELOPMENT AND CLINICAL TESTING OF THE CORPORATION'S CLINICAL DECISION SUPPORT SOFTWARE FOR USE IN PEDIATRIC INDICATIONS, INCLUDING AUTISM AND PEDIATRIC CARDIOLOGY, THEREBY SUPPORTING RELIEF OF THE POOR, DISTRESSED AND UNDERPRIVILEGED AND LESSENING THE BURDEN OF THE GOVERNMENT. 25,000 NONE, SEE BELOW PRI REPORTS -2/22/2023,8/23/2023,9/7/2023,3/5/2024,5/18/2024,6/6/2024,7/3/20 2024-09-13 THE TRUSTEES MEET WITH ARGUS COGNITIVE, INC. MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
BIOROSA TECHNOLOGIES INC
  		63 BAKER STREET
BELMONT,MA02478 		2020-07-15 150,000 TO SUPPORT THE DEVELOPMENT OF A BLOOD-BASED STANDARD-OF-CARE DIAGNOSTIC FOR AUTISM SPECTRUM DISORDERS ("ASD") THAT IS INTENDED TO LEAD TO EARLIER DETECTION OF ASD THAN IS CURRENTLY AVAILABLE, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE AND LESSENING THE BURDEN OF THE GOVERNMENT. 150,000 NONE, SEE BELOW PRI REPORTS - 8/14/2023, 10/30/2023, 1/8/2024, 9/24/2024 2021-07-16 THE TRUSTEES MEET WITH BIOROSA TECHNOLOGIES, INC. MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
BIOROSA TECHNOLOGIES INC
  		63 BAKER STREET
BELMONT,MA02478 		2022-11-15 100,000 TO SUPPORT THE DEVELOPMENT OF A BLOOD-BASED STANDARD-OF-CARE DIAGNOSTIC FOR AUTISM SPECTRUM DISORDERS ("ASD") THAT IS INTENDED TO LEAD TO EARLIER DETECTION OF ASD THAN IS CURRENTLY AVAILABLE, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE AND LESSENING THE BURDEN OF THE GOVERNMENT. 100,000 NONE, SEE BELOW PRI REPORTS - 8/14/2023, 10/30/2023, 1/8/2024, 9/24/2024 2023-08-14 THE TRUSTEES MEET WITH BIOROSA TECHNOLOGIES, INC. MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
BREEGI SCIENTIFIC INC
  		120 BEDFORD ROAD
WOBURN,MA01801 		2017-06-26 250,000 THE FUNDS WILL BE USED TO CONDUCT A THOROUGH CLINICAL ASSESSMENT OF BSI'S NOVEL NEONATAL INTENSIVE CARE INCUBATOR "(NICI)" IN HONDURAS AND ZAMBIA AND TO AID THE COMMERCIALIZATION EFFORTS OF THIS LIFE-SAVING MEDICAL DEVICE, THEREBY LESSENING THE BURDEN OF THE GOVERNMENT AND RELIEF OF THE POOR, DISTRESSED AND UNDERPRIVILEGED. 250,000 NONE, SEE BELOW PRI REPORTS - 1/5/2023, 8/24/2023, 6/3/2024, 10/1/2024 2021-08-02 THE TRUSTEES MEET WITH BREEGI SCIENTIFIC, INC. MANAGEMENT ON A REGULAR BASIS AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
DECK THERAPEUTICS INC
  		8 HARVARD LANE
HASTINGS ON HUDSON,NY10706 		2022-10-12 200,000 TO SUPPORT THE DEVELOPMENT OF SEMI-SYNTHETIC OMEGA-3 COMPOUNDS THAT BLOCK MULTIPLE CELL-DEATH PATHWAYS INDUCED BY HYPOXIC-ISCHEMIC INJURY IN NEONATES. 200,000 NONE, SEE BELOW PRI REPORTS - 3/1/2023, 6/20/2023, 7/24/2023, 10/19/2023, 5/2/2023 2023-05-02 THE TRUSTEES MEET WITH DECK THERAPEUTICS, INC. MANAGEMENT ON A REGULAR BASIS AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
INKSPACE IMAGING INC
  		5635 W LAS POSITAS BLVD STE 403/404
PLEASANTON,CA94588 		2022-10-20 250,000 TO SUPPORT THE DEVELOPMENT OF FLEXIBLE, LIGHTWEIGHT, LOW COST MRI COILS DESIGNED SPECIFICALLY FOR PEDIATRIC PATIENTS, WHILE ALSO IMPROVING IMAGE RESOLUTION AND REDUCING MRI FAILURE RATES. 250,000 NONE, SEE BELOW PRI REPORTS - 6/5/2023, 8/12/2024 2024-08-12 THE TRUSTEES MEET WITH INKSPACE IMAGING, INC. MANAGEMENT ON A REGULAR BASIS AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
MESENTECH INC
  		2222 HEALTH SCIENCES RD
VANCOUVER,BRITISH COLUMBIAV6T2B9
CA 		2020-11-02 250,000 TO SUPPORT THE ADVANCEMENT OF SCIENCE AND PROMOTION OF HEALTH THROUGH THE PRECLINICAL RESEARCH OF ANABOLIC BONE THERAPEUTICS THAT CAN INCREASE BONE MASS TO STRENGTHEN THE SKELETON AND THE DEVELOPMENT OF A DRUG DELIVERY SYSTEM TO BE INITIALLY APPLIED TO TWO PEDIATRIC RARE DISEASES: OSTEOGENESIS IMPERFECTA AND DUCHENNE MUSCULAR DYSTROPHY. 250,000 NONE, SEE BELOW PRI REPORTS - 1/27/2023, 7/3/2023, 9/12/2023, 10/2023, 6/4/2024, 6/5/2024 2022-08-26 THE TRUSTEES MEET WITH MESENTECH, INC. MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
MULBERRY BIOTHERAPEUTICS INC
  		40 WALNUT STREET SUITE 301
WELLESLEY,MA02481 		2023-12-26 250,000 TO SUPPORT PRECLINICAL WORK RELATING TO THE DEVELOPMENT OF A BACTERIA-MEDIATED THERAPY FOR NEUROFIBROMATOSIS TYPE 2. 0 NONE, SEE BELOW PRI REPORT - 6/11/2024 2024-06-11 THE TRUSTEES MEET WITH MULBERRY BIOTHERAPEUTICS INC. MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
NICOLETTE INC
  		100 W BROADWAY SUITE 3000
LONG BEACH,CA90802 		2021-12-23 200,000 TO DEVELOP AND TEST A TABLET-BASED APPLICATION THAT TRANSLATES DATA PULLED FROM A BABY'S ELECTRONIC MEDICAL RECORD INTO EASILY UNDERSTOOD, SIMPLE SENTENCES COMPLEMENTED BY VISUAL AIDS, SUCH AS GRAPHS AND CHARTS, FOR THE BENEFIT OF THE PUBLIC, INCLUDING PARENTS, IN AN ATTEMPT TO CHANGE THE STANDARD OF CARE BY IMPROVING LIVES, REDUCING MEDICAL ERRORS, AND REDUCING OVERALL HEALTHCARE COSTS. 200,000 NONE, SEE BELOW PRI REPORT - 7/26/2023, 4/10/2024, 6/17/2024 2024-06-17 THE TRUSTEES MEET WITH NICOLETTE, INC. MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
NONINVASIX INC
  		1700 THE STRAND SUITE 1200
GALVESTON,TX77555 		2017-07-27 7,000 TO SUPPORT THE USE AND DEVELOPMENT OF THE COMPANY'S PEDIATRIC BRAIN OXYGENATION MONITORING SYSTEM, WHICH HAS THE POTENTIAL TO MORE ACCURATELY ASSESS THE RISK OF BRAIN HYPOXIA IN FETUSES AND NEONATES, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE AND LESSENING THE BURDEN OF THE GOVERNMENT. 7,000 NONE, SEE BELOW PRI REPORTS - 1/27/2023, 4/27/2023, 5/25/2023, 8/3/2023, 11/08/2023, 5/31/20 2017-12-15 THE TRUSTEES MEET WITH NONINVASIX, INC. MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
NONINVASIX INC
  		1700 THE STRAND SUITE 1200
GALVESTON,TX77555 		2015-12-30 150,000 TO SUPPORT THE USE AND DEVELOPMENT OF THE COMPANY'S PEDIATRIC BRAIN OXYGENATION MONITORING SYSTEM, WHICH HAS THE POTENTIAL TO MORE ACCURATELY ASSESS THE RISK OF BRAIN HYPOXIA IN FETUSES AND NEONATES, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE AND LESSENING THE BURDEN OF THE GOVERNMENT. 150,000 NONE, SEE BELOW PRI REPORTS - 1/27/2023, 4/27/2023, 5/25/2023, 8/3/2023, 11/08/2023, 5/31/20 2017-12-15 THE TRUSTEES MEET WITH NONINVASIX, INC. MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
NONINVASIXINC
  		1700 THE STRAND SUITE 1200
GALVESTON,TX77555 		2016-07-27 150,000 TO SUPPORT THE USE AND DEVELOPMENT OF THE COMPANY'S PEDIATRIC BRAIN OXYGENATION MONITORING SYSTEM, WHICH HAS THE POTENTIAL TO MORE ACCURATELY ASSESS THE RISK OF BRAIN HYPOXIA IN FETUSES AND NEONATES, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE AND LESSENING THE BURDEN OF THE GOVERNMENT. 150,000 NONE, SEE BELOW PRI REPORTS - 1/27/2023, 4/27/2023, 5/25/2023, 8/3/2023, 11/08/2023, 5/31/20 2017-12-15 THE TRUSTEES MEET WITH NONINVASIX, INC. MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
NOVONATE INC
  		395 OYSTER POINT BLVD SUITE 501
SOUTH SAN FRANCISCO,CA94080 		2022-08-03 150,000 TO SUPPORT THE PERFORMANCE OF SCIENTIFIC RESEARCH TO BENEFIT THE PUBLIC BY DEVELOPING MEDICAL DEVICES FOR PATIENTS IN THE NEONATAL INTENSIVE CARE UNIT. 150,000 NONE, SEE BELOW PRI REPORTS - 7/25/2023, 7/27/2023 2023-07-27 NOVONATE WAS ACQUIRED IN 2023 AND THE $150,000 WAS REPAID TO THE FOUNDATION. PRIOR TO THIS, THE TRUSTEES MET WITH NOVONATE, INC. MANAGEMENT ON A REGULAR BASIS AND REVIEWED THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
NURTURE GENOMICS
  		CAMBRIDGE INNOVATION CENTER ONE
BROADWAY KENDALL SQUARE
CAMBRIDGE,MA02142 		2023-12-26 250,000 TO SUPPORT THE PRE-COMMERCIAL AND PILOT DEVELOPMENT OF A SCREENING AND TELEHEALTH PLATFORM TO PROVIDE GENETIC INSIGHTS THAT HELP PARENTS AND THEIR MEDICAL PROVIDERS BETTER UNDERSTAND RISKS FROM CHILDBIRTH INTO ADOLESCENCE. 11,974 NONE, SEE BELOW PRI REPORT - 6/23/2024 2024-06-23 THE TRUSTEES MEET WITH NURTURE GENOMICS MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
PLAKOUS THERAPEUTICS
  		755 HIGHLAND OAKS DR SUITE 103
WINSTONSALEM,NC27103 		2023-07-03 250,000 TO SUPPORT THE PRECLINICAL DEVELOPMENT OF A BIOLOGIC TO TREAT BABIES DIAGNOSED OR AT RISK OF DEVELOPING NECROTIZING ENTEROCOLITIS (NEC). 250,000 NONE, SEE BELOW PRI REPORTS - 8/10/2023, 2/2/2024, 6/6/2024 2024-02-02 THE TRUSTEES MEET WITH PLAKOUS THERAPEUTICS MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
PRAPELA LLC
  		2 MAIN STREET
BIDDEFORD,ME04005 		2018-07-02 250,000 TO SUPPORT THE DEVELOPMENT OF THE COMPANY'S SLEEP TECHNOLOGY PRODUCTS FOR IMPROVING THE HEALTH OF INFANTS WHO COULD BENEFIT FROM WITHDRAWAL TREATMENT AND POST-WITHDRAWAL SUPPORT OF NEONATAL ABSTINENCE SYNDROME ("NAS") A CONDITION CAUSED BY THE PRENATAL USE OF OPIOIDS OR OTHER DRUGS BY PREGNANT WOMEN, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE, LESSENING THE BURDEN OF THE GOVERNMENT, AND RELIEF OF THE POOR, DISTRESSED AND UNDERPRIVILEGED. 250,000 NONE, SEE BELOW PRI REPORTS - 3/1/2023, 6/22/2023, 7/10/2023, 9/1/2023, 11/1/2023, 6/17/2024 2020-09-10 THE TRUSTEES MEET WITH PRAPELA, LLC MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY.
PRAPELA LLC
  		2 MAIN STREET
BIDDEFORD,ME04005 		2023-12-20 50,000 TO SUPPORT THE DEVELOPMENT OF THE COMPANY'S SLEEP TECHNOLOGY PRODUCTS FOR IMPROVING THE HEALTH OF INFANTS WHO COULD BENEFIT FROM WITHDRAWAL TREATMENT AND POST-WITHDRAWAL SUPPORT OF NEONATAL ABSTINENCE SYNDROME ("NAS") A CONDITION CAUSED BY THE PRENATAL USE OF OPIOIDS OR OTHER DRUGS BY PREGNANT WOMEN, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE, LESSENING THE BURDEN OF THE GOVERNMENT, AND RELIEF OF THE POOR, DISTRESSED AND UNDERPRIVILEGED. 50,000 NONE, SEE BELOW PRI REPORTS - 3/1/2023, 6/22/2023, 7/10/2023, 9/1/2023, 11/1/2023, 6/17/2024 2024-09-24 THE TRUSTEES MEET WITH PRAPELA, LLC MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY.
SMOLTAP INC
  		150 CHESTNUT STREET SUITE C
PROVIDENCE,RI02903 		2022-07-25 99,997 TO SUPPORT THE PERFORMANCE OF SCIENTIFIC RESEARCH TO DEVELOP A NOVEL DEVICE WHICH HOLDS AN INFANT STABLE DURING THE LUMBER PUNCTURE PROCEDURE WHEN ADMINISTERING A SPINAL TAP TO DIAGNOSE MENINGITIS IN IN FEBRILE INFANTS UP TO FOUR WEEKS OLD. 99,997 NONE, SEE BELOW PRI REPORTS - 2/15/2023, 5/30/2023, 12/22/2023, 5/30/2024, 9/3/2024 2023-05-30 THE TRUSTEES MEET WITH SMOLTAP, INC. MANAGEMENT ON A REGULAR BASIS AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
SMOLTAP INC
  		150 CHESTNUT STREET SUITE C
PROVIDENCE,RI02903 		2023-09-11 100,000 TO SUPPORT THE PERFORMANCE OF SCIENTIFIC RESEARCH TO DEVELOP A NOVEL DEVICE WHICH HOLDS AN INFANT STABLE DURING THE LUMBER PUNCTURE PROCEDURE WHEN ADMINISTERING A SPINAL TAP TO DIAGNOSE MENINGITIS IN IN FEBRILE INFANTS UP TO FOUR WEEKS OLD. 100,000 NONE, SEE BELOW PRI REPORTS - 2/15/2023, 5/30/2023, 12/22/2023, 5/30/2024, 9/3/2024 2024-05-30 THE TRUSTEES MEET WITH SMOLTAP, INC. MANAGEMENT ON A REGULAR BASIS AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY
STINGRAY THERAPEUTICS
  		2450 HOLCOMBE BLVD SUITE X
HOUSTON,TX77021 		2019-04-08 250,000 FUNDS WILL BE USED FOR PRECLINICAL WORK FOCUSED ON PEDIATRIC BRAIN CANCERS, INCLUDING WORK TO DEVELOP PRECLINICAL MODELS AND TO TEST COMPOUNDS AGAINST MEDULLOBLASTOMA, AN ULTRA-RARE PEDIATRIC BRAIN CANCER, THEREBY SUPPORTING THE ADVANCEMENT OF SCIENCE. 250,000 NONE, SEE BELOW PRI REPORTS - 3/2/2023, 5/25/2023, 6/29/2023, 3/6/2024, 4/11/2024, 6/12/2024 2021-05-18 THE TRUSTEES MEET WITH STINGRAY THERAPEUTICS MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY.
THINKMD INC
  		166 MAIN STREET
BURLINGTON,VT05401 		2018-05-17 150,000 FOR DEVELOPING INTEGRATED CLINICAL ASSESSMENT AND DATA ANALYTICS PLATFORMS AND OTHER DERIVATIVE PRODUCTS THAT TRANSFORM POINT-OF-CARE MEDICINE BY PUTTING VALIDATED CLINICAL ASSESSMENT CAPABILITY AND INCREASED HEALTHCARE KNOWLEDGE INTO THE HANDS OF CLINICALLY UNTRAINED HEALTHCARE PROFESSIONALS AND FAMILIES THEREBY LESSENING THE BURDEN OF THE GOVERNMENT, AND RELIEF OF THE POOR, DISTRESSED AND UNDERPRIVILEGED. 150,000 NONE, SEE BELOW PRI REPORTS - 2/20/2023, 5/16/2023, 6/2/2023, 7/5/2023, 9/28/2023, 11/1/2023 2019-02-11 THE TRUSTEES MEET WITH THINKMD, INC. MANAGEMENT ON A REGULAR BASIS, ATTEND BOARD MEETINGS AS AN OBSERVER AND REVIEW THE PRI REPORTS AND FINANCIALS. TO THE TRUSTEES KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. NO ADDITIONAL FOLLOW UP DEEMED NECESSARY.

TY 2023 InvestmentsCorpBondsSchedule
Name:
CHARLES H HOOD FOUNDATION
EIN:
04-3507847
Name of Bond End of Year Book Value End of Year Fair Market Value
FIXED INCOME 13,614,650 13,614,650

TY 2023 InvestmentsCorpStockSchedule
Name:
CHARLES H HOOD FOUNDATION
EIN:
04-3507847
Name of Stock End of Year Book Value End of Year Fair Market Value
DOMESTIC EQUITIES 25,644,572 25,644,572
FOREIGN SECURITIES 9,796,011 9,796,011

TY 2023 InvestmentsOtherSchedule2
Name:
CHARLES H HOOD FOUNDATION
EIN:
04-3507847
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
REAL ESTATE FMV 4,763,054 4,763,054
ALTERNATIVE INVESTMENTS FMV 13,979,158 13,979,158

TY 2023 LegalFeesSchedule
Name:
CHARLES H HOOD FOUNDATION
EIN:
04-3507847
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL EXPENSES 6,096 0   6,096


TY 2023 OtherAssetsSchedule
Name:
CHARLES H HOOD FOUNDATION
EIN:
04-3507847
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENTS 3,369,961 4,006,057 4,006,057


TY 2023 OtherDecreasesSchedule
Name:
CHARLES H HOOD FOUNDATION
EIN:
04-3507847
Description Amount
LOSS ON ALTERNATIVE INVESTMENTS 609,912


TY 2023 OtherExpensesSchedule
Name:
CHARLES H HOOD FOUNDATION
EIN:
04-3507847
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS EXPENSES 5,795 0   5,795
HRIA ADMINISTRATIVE COSTS 256,489 0   256,489
PROGRAM RELATED INVESTMENT ADMINISTRATIVE COSTS 24,633 0   24,633
MARKETING 19,386 0   19,386
HONORARIA 18,650 0   18,650
EVENT EXPENSE 7,881 0   7,881


TY 2023 OtherIncomeSchedule2
Name:
CHARLES H HOOD FOUNDATION
EIN:
04-3507847
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RETURNED GRANT FUNDS 6,033   6,033
OTHER INVESTMENT INCOME 567   567


TY 2023 OtherIncreasesSchedule
Name:
CHARLES H HOOD FOUNDATION
EIN:
04-3507847
Description Amount
UNREALIZED GAIN 5,298,086


TY 2023 OtherProfessionalFeesSchedule
Name:
CHARLES H HOOD FOUNDATION
EIN:
04-3507847
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES - US TRUST 26,646 13,323   13,323
INVESTMENT CONSULTING 75,000 75,000   0


TY 2023 TaxesSchedule
Name:
CHARLES H HOOD FOUNDATION
EIN:
04-3507847
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES FOR 2023 20,000 0   0
MA FORM PC FILING FEE 1,039 0   1,039
FOREIGN TAXES 35,359 35,359   0