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
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$22,227,059J 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 295 295  
4 Dividends and interest from securities... 126,855 126,855  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -260,629
b Gross sales price for all assets on line 6a 2,667,422
7 Capital gain net income (from Part IV, line 2)... 0
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
5,308 5,308  
12 Total. Add lines 1 through 11........ -128,171 132,458  
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
79,170 79,170   0
17 Interest............... 22,781 22,781   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,725 2,725   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
68,432 64,786   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 188,108 169,462   0
25 Contributions, gifts, grants paid....... 859,000 859,000
26 Total expenses and disbursements. Add lines 24 and 25 1,047,108 169,462   859,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,175,279
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
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............. 3 1 1
2 Savings and temporary cash investments......... 554,193 376,144 376,144
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).......... 6,560,611 Click to see attachment
List of Attached Documents:
// Content
6,469,222 		8,942,088
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
9,202,917 		Click to see attachment
List of Attached Documents:
// Content
8,297,078 		Click to see attachment
List of Attached Documents:
// Content
12,908,826
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,317,724 15,142,445 22,227,059
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 16,317,724 15,142,445
29 Total net assets or fund balances (see instructions)..... 16,317,724 15,142,445
30 Total liabilities and net assets/fund balances (see instructions). 16,317,724 15,142,445
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
16,317,724
2
Enter amount from Part I, line 27a .....................
2
-1,175,279
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,142,445
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
15,142,445
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 FIDELITY X4890 P    
b FIDELITY X4890 P    
c US BANK X2396 P    
d US BANK X2396 P    
e ATREIDES FOUNDATION FUND LP P 2010-01-01 2023-12-31
ATREIDES FOUNDATION FUND LP P 2023-01-01 2023-12-31
BAIN CAPITAL FUND XI LP P 2010-01-01 2023-12-31
BAIN CAPITAL FUND XI LP P 2023-01-01 2023-12-31
BAIN CAPITAL FUND XII LP P 2010-01-01 2023-12-31
BAIN CAPITAL FUND XIII LP P 2010-01-01 2023-12-31
BAIN CAPITAL FUND XIII LP P 2023-01-01 2023-12-31
FLYBRIDGE ASSOCIATES 2022 LP P 2023-01-01 2023-12-31
FLYBRIDGE CAPITAL PARTNERS III LP P 2010-01-01 2023-12-31
FLYBRIDGE NETWORK FUND IV LP P 2010-01-01 2023-12-31
FLYBRIDGE NETWORK FUND V LP P 2010-01-01 2023-12-31
GNDI HOLDINGS III-A, LP P 2010-01-01 2023-12-31
LINCOLN PEAK CAPITAL LLC P 2010-01-01 2023-12-31
LINCOLN PEAK CAPITAL LLC LONDON P 2010-01-01 2023-12-31
N2 PARTNERS LP P 2010-01-01 2023-12-31
N2 PARTNERS LP P 2023-01-01 2023-12-31
WESTFIELD CAPITAL SPV I LP P 2010-01-01 2023-12-31
WESTFIELD SELECT GROWTH EQUITY LP P 2010-01-01 2023-12-31
WESTFIELD SELECT GROWTH EQUITY LP P 2023-01-01 2023-12-31
SEC 1256 STRADDLES FROM PARTNERSHIPS P    
FLYBRIDGE COMM FUND, XFACTOR 1 P 2010-01-01 2023-12-31
FLYBRIDGE COMM FUND, XFACTOR VENTURE 2 P 2010-01-01 2023-12-31
RYZAC P 2014-04-25 2023-11-28
NS1 P 2015-03-24 2023-04-03
LOSS FROM TERMINATION OF GNDI P    
LOSS FROM TERMINATION OF N2 PARTNERS 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 25,782   18,814 6,968
b 2,120,520   2,457,125 -336,605
c 125,149   118,131 7,018
d 212,882   212,457 425
e 26,370     26,370
15,797     15,797
28,313     28,313
      0
20,628     20,628
      0
      0
    11 -11
    7,317 -7,317
    6,719 -6,719
    6,339 -6,339
    11,721 -11,721
10     10
      0
    18,303 -18,303
    12,473 -12,473
      0
36,323     36,323
32,224     32,224
    257 -257
    7,714 -7,714
    8,962 -8,962
179   43 0
23,245   8,317 0
    4,820 -4,820
    13,464 -13,464
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       6,968
b       -336,605
c       7,018
d       425
e       26,370
      15,797
      28,313
      0
      20,628
      0
      0
      -11
      -7,317
      -6,719
      -6,339
      -11,721
      10
      0
      -18,303
      -12,473
      0
      36,323
      32,224
      -257
      -7,714
      -8,962
      0
      0
      -4,820
      -13,464
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 -260,629
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 0
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 0
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 0
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 47,629
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 47,629
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 47,629
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow47,629 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
 
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 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)
 
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 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
 
No
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
 
 
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)
 
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 (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
SM CAPITAL MANAGEMENT INVESTMENT MANAGEMENT 65,000
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 (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
20,696,305
b
Average of monthly cash balances.......................
1b
490,199
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
21,186,504
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
21,186,504
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
317,798
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,868,706
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,043,435
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,043,435
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
19,556
c
Add lines 2a and 2b............................
2c
19,556
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,023,879
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,023,879
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,023,879
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
859,000
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
859,000
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 1,023,879
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 191,626
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$ 859,000
a Applied to 2022, but not more than line 2a 191,626
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..... 667,374
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 .......... 		356,505
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).)
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 (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

AMERICAN FRIENDS OF POLIN MUSEUM

15 E 65 ST
NEW YORK,NY10065 		NONE PUBLIC UNRESTRICTED 1,000

BE THE BOAT FUND (THE HUNTER QUIGLEY COE)

1049 LAKE ST 204
OAK PARK,IL60301 		NONE PUBLIC UNRESTRICTED 2,000

BETH ISRAEL DEACONESS

330 BROOKLINE AVE
BOSTON,MA02215 		NONE PUBLIC UNRESTRICTED 5,000

BEYOND HUNGER

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

BEYOND HUNGER

848 LAKE STREET
OAK PARK,IL60301 		NONE PUBLIC UNRESTRICTED 1,500

BUFFALO OLMSTEAD PARKS CONSERVANCY

84 PARKSIDE AVE
BUFFALO,NY14214 		NONE PUBLIC UNRESTRICTED 2,000

BUTTON HOLE GOLF

1 BUTTONHOLE DRIVE
PROVIDENCE,RI02909 		NONE PUBLIC UNRESTRICTED 7,500

CAMP SUNSHINE

35 ACADIA ROAD
CASO,ME04015 		NONE PUBLIC UNRESTRICTED 2,000

CAMP SUNSHINE

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

CANCER CARE FUND OF LITCHFIELD HILLS INC

200 KENNEDY DR
TORRINGTON,CT06790 		NONE PUBLIC UNRESTRICTED 1,000

CARROLL SCHOOL

45 WALTHAM RD
WAYLAND,MA01778 		NONE PUBLIC UNRESTRICTED 75,000

CHILDRENS FRIEND AND SERVICE

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

CIDER

25 LEOPARDS LEAP
MOULTON,NH03254 		NONE PUBLIC UNRESTRICTED 2,000

COMMUNITY PREPARATORY SCHOOL

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

COUNCIL FOR CHILDREN'S RIGHTS

601 E 5TH ST STE 510
CHARLOTTE,NC28202 		NONE PUBLIC UNRESTRICTED 2,500

CROSS ROADS

119 MYRTLE STREET
DUXBURY,MA02332 		NONE PUBLIC UNRESTRICTED 2,500

CURE ALZHEIMERS FUND

34 WASHINGTON ST
WELLESLEY HILLS,MA02481 		NONE PUBLIC UNRESTRICTED 10,000

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 2,500

DAY ONE

PO BOX 3220 CHURCH ST STATIONS
NEW YORK,NY10008 		NONE PUBLIC UNRESTRICTED 50,000

DAY ONE

PO BOX 3220 CHURCH ST STATIONS
NEW YORK,NY10008 		NONE PUBLIC UNRESTRICTED 1,250

DOMESTIC VIOLENCE RESOURCE CENTER

61 MAIN ST
WAKEFIELD,MA02879 		NONE PUBLIC UNRESTRICTED 20,000

EVERY MOTHER COUNTS

180 VARICK ST
NEW YORK,NY10014 		NONE PUBLIC UNRESTRICTED 2,000

EXPERIENCE CAMPS

136 MAIN ST SUITE 206
WESTPORT,CT06880 		NONE PUBLIC UNRESTRICTED 4,000

FIRST WORKS

275 WESTMINSTER ST
PROVIDENCE,RI02903 		NONE PUBLIC UNRESTRICTED 2,500

GIRL DEVELOP IT

1732 1ST AVE
NEW YORK,NY10128 		NONE PUBLIC UNRESTRICTED 2,000

HEPHZIBAH CHILDREN'S ASSOCIATION

1144 LAKE ST
OAK PARK,IL60301 		NONE PUBLIC UNRESTRICTED 3,000

HOLIDAY FOOD AND GIFT BASKET PROGRAM

247 HARRIET LANE
CUMBERLAND,RI02864 		NONE PUBLIC UNRESTRICTED 1,000

HORIZONS FOR HOMELESS CHILDREN

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

HORIZONS FOR HOMELESS CHILDREN

1705 COLUMBUS AVE
ROXBURY,MA02119 		NONE PUBLIC UNRESTRICTED 30,000

HOUSING FORWARD

1851 S NINTH AVE
MAYWOOD,IL60153 		NONE PUBLIC UNRESTRICTED 1,500

HOUSING FORWARD

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

ILD COLLABORATIVE

PO BOX 300160
BOSTON,MA02130 		NONE PUBLIC UNRESTRICTED 1,000

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

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 50,000

MISERICORDIA HEART OF MERCY

6300 NORTH RIDGE
CHICAGO,IL60660 		NONE PUBLIC UNRESTRICTED 1,500

MORTIMER P GRIFFITH SCHOLARSHIP

PO BOX 3306
BOSTON,MA02241 		NONE PUBLIC UNRESTRICTED 1,000

MOTHER CAROLINE ACADEMY EDUCATION CENTER

515 BLUE HILL AVE
DORCHESTER,MA02121 		NONE PUBLIC UNRESTRICTED 5,000

MOTHER CAROLINE ACADEMY EDUCATION CENTER

515 BLUE HILL AVE
DORCHESTER,MA02121 		NONE PUBLIC UNRESTRICTED 5,000

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 2,000

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

NATURE CONSERVANCY

99 BEDFORD ST
BOSTON,MA02111 		NONE PUBLIC UNRESTRICTED 10,000

NEEDHAM COMMUNITY COUNCIL

570 HILLSIDE AVE
NEEDHAM,MA02494 		NONE PUBLIC UNRESTRICTED 1,000

NEW ENGLAND AQUARIUM

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

NFPL PERMANENT DONATION FUND

1139 HIGHLAND AVENUE
NEEDHAM,MA02494 		NONE PUBLIC UNRESTRICTED 1,000

OAK-LEYDEN DEVELOPMENTAL SERVICES

411 CHICAGO AVE
OAK PARK,IL60302 		NONE PUBLIC UNRESTRICTED 1,000

OAK PARK RIVER FOREST COMMUNITY FOUNDATION

1049 LAKE ST 204
OAK PARK,IL60301 		NONE PUBLIC UNRESTRICTED 3,000

OAK PARK RIVER FOREST COMMUNITY FOUNDATION

1049 LAKE ST 204
OAK PARK,IL60301 		NONE PUBLIC WLIP 2022 3,000

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 2,000

OPPORTUNITY INTERNATIONAL

PO BOX 2826
CAROL STREAM,IL60132 		NONE PUBLIC UNRESTRICTED 1,000

PACTT LEARNING CENTER

7101 N GREENVIEW AVE
CHICAGO,IL60626 		NONE PUBLIC UNRESTRICTED 3,000

PARKINSON'S FOUNDATIONS

200 SE 1ST STREET SUITE 800
MIAMI,FL33131 		NONE PUBLIC UNRESTRICTED 2,000

PERKINS SCHOOL FOR THE BLIND

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

PROVIDENCE PERFORMING ARTS CENTER

220 WEYBOSSET ST
PROVIDENCE,RI029033712 		NONE PUBLIC UNRESTRICTED 2,250

PROVIDENCE PUBLIC LIBRARY

150 EMPIRE ST
PROVIDENCE,RI02903 		NONE PUBLIC UNRESTRICTED 2,500

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 2,500

RHODE ISLAND COMMUNITY FOOD BANK

200 NIANTIC AVE
PROVIDENCE,RI02907 		NONE PUBLIC UNRESTRICTED 10,000

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 10,000

SAVE THE BAY

212 NORTHERN AVE 304
BOSTON,MA02210 		NONE PUBLIC UNRESTRICTED 25,000

SAVE THE BAY

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

SERVE RETURN CHICAGO

2444 NORTH ELSTON
CHICAGO,IL60647 		NONE PUBLIC UNRESTRICTED 2,000

SOPHIA ACADEMY

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

SOUTH COUNTY HEALTH

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

ST JOSEPH PARISH

1382 HIGHLAND AVENUE
NEEDHAM,MA02492 		NONE PUBLIC UNRESTRICTED 1,000

ST LUKE CHURCH

70 W MAIN ST
WESTBOROUGH,MA01581 		NONE PUBLIC UNRESTRICTED 3,500

ST RAPHAEL PARISH

512 HIGH STREET
MEDFORD,MA02155 		NONE PUBLIC UNRESTRICTED 10,000

ST SEBASTIAN'S SCHOOL

1191 GREENDALE AVE
NEEDHAM,MA02492 		NONE PUBLIC ANNUAL FUND 5,000

TENACITY INC

38 EVERETT ST
BOSTON,MA02134 		NONE PUBLIC IHO P RENNER 10,000

THE DAY NURSERY

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

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 3,500

UNIVERSITY OF WISCONSIN SCHOOL OF BUSINESS FUND

975 UNIVERSITY AVE
MADISON,WI53726 		NONE PUBLIC UNRESTRICTED 6,000

UPCHIEVE

228 PARK AVE S PMB 45861
NEW YORK,NY10003 		NONE PUBLIC UNRESTRICTED 1,000

URIFAE

79 UPPER COLLEGE RD
KINGSTON,RI02881 		NONE PUBLIC UNRESTRICTED 10,000

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 2,000

WBFO

140 LOWER TERRACE ST
BUFFALO,NY14202 		NONE PUBLIC UNRESTRICTED 2,000

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 2,000

CHILDREN WITH CANCER UK

21-27 LAMBS CONDUIT STREET
LONDON,LONDON  
UK 		NONE PUBLIC UNRESTRICTED 2,000

CHILDREN WITH CANCER UK

21-27 LAMBS CONDUIT STREET
LONDON,LONDON  
UK 		NONE PUBLIC UNRESTRICTED 1,000
Total .................................right arrow 3a 859,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 295  
4 Dividends and interest from securities ....     14 126,855  
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 5,308  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -260,629  
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 -128,171 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-128,171
(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 (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

TY 2023 InvestmentsOtherSchedule2
Name:
HAZARD FAMILY FOUNDATION
EIN:
04-3338927
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ATREIDES FOUNDATION FUND LP AT COST 1,011,191 1,057,106
ATREIDES SPECIAL CIRCUMSTANCE SERIES E AT COST 233,751 298,415
ATREIDES SPECIAL CIRCUMSTANCE SERIES G AT COST 236,965 236,734
ATREIDES SPECIAL CIRCUMSTANCE SERIES L AT COST 298,724 166,892
ATREIDES SPECIAL CIRCUMSTANCE SERIES M AT COST 249,177 284,261
ATREIDES SPECIAL CIRCUMSTANCE SERIES O AT COST 249,658 249,731
BAIN CAPITAL FUND XI LP AT COST 137,879 224,662
BAIN CAPITAL FUND XII LP AT COST 229,488 358,491
BAIN CAPITAL FUND XIII LP AT COST 259,932 305,076
FLYBRIDGE CAPITAL PARTNERS III LP AT COST 67,625 223,283
FLYBRIDGE CAPITAL III CODECADEMY AT COST 100,000 26,298
FLYBRIDGE CAPITAL PARTNERS IV NS1 AT COST 150,000 231,456
FLYBRIDGE CAPITAL PARTNERS IV (SPV I), LP AT COST 249,833 248,718
FLYBRIDGE NETWORK FUND IV LP AT COST 109,774 435,879
FLYBRIDGE NETWORK FUND V LP AT COST 198,908 343,108
FLYBRIDGE 2019 LEADERS, L.P. AT COST 49,220 48,705
FLYBRIDGE ASSOCIATES 2022, LP AT COST 186,427 181,985
FLYBRIDGE COMMUNITY FUND, XFACTOR VEN AT COST 219,060 842,668
FLYBRIDGE COMMUNITY FUND, XFACTOR VEN II AT COST 225,465 452,617
FLYBRIDGE COMMUNITY FUND, XFACTOR 2022 LP AT COST 166,789 166,667
LINCOLN PEAK CAPITAL, LLC AT COST 127,570 718,439
LPC HARVEST, LP AT COST 186,791 46,949
SUMMIT PARTNERS SUSTAINABLE OPP L/S AT COST 500,000 534,961
WESTFIELD SELECT GROWTH EQUITY, LP AT COST 855,163 1,089,155
OTHER INVESTMENTS AT COST 169,832 169,832

TY 2023 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 350,911 350,911 358,880
ADVANCED MICRO DEVICES INC   290,622 589,640
AEROVIRONMENT INC COM   348,767 428,536
ALLBIRDS INC CL A 299,349 0 0
ALPHABET INC CL A 109,948 109,948 511,265
AMARIN CORP ADR 491,207 0 0
APPLE INC 16,261 16,261 770,120
ASCENDIS PHARMA A/S SPON ADR 555,076 555,076 503,800
AXON ENTERPRISE INC COM 267,317 213,436 774,990
CVS HEALTH CORPORATION 375,899    
CHARGEPOINT HOLDINGS INC 409,343 507,430 65,754
CORTEVA INC COM 337,992    
DEXCOM INC 317,818 317,818 459,133
GENERAC HLDGS INC 442,143 610,258 348,948
GENERAL MTRS CO 321,958 394,282 355,608
GXO LOGISTICS INCORPORATED 324,389 324,389 446,468
HARBOR ETF TRUST DIVIDEND GROWTH 552,938 552,938 917,303
ILLUMINA INC COM 324,372 413,776 208,860
LULULEMON ATHLETICA 408,103 307,703 485,726
MASTEC INC COM 209,352 0 0
MICROSOFT CORP 416,024 416,024 601,664
MONGODB INC CL A 14,398 14,398 817,700
NEWMONT CORP COM 340,774 0 0
PAYPAL HLDGS INC 146,515 0 0
QUANTA SERVICES COM 244,956 143,199 388,440
SALESFORCE COM INC 292,862 292,862 526,280
SELECT SECTOR SPDR TR ENERGY 0 369,261 352,128
THERMO FISHER SCIENTIFIC 31,196 31,196 329,090
UBER TECHNOLOGIES 474,523 474,523 923,550
U HAUL HLDNG 20,179 0 0
U HAUL HLDNG SER N 181,753 319,849 389,533
VANECK VECTORS ETF TRUST GOLD MINERS 288,634 288,634 306,999
VISA 131,926 131,926 495,446
GRANAHAN INVESTMENT MANAGEMENT 504,801 501,591 552,965


TY 2023 OtherExpensesSchedule
Name:
HAZARD FAMILY FOUNDATION
EIN:
04-3338927
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PARTNERSHIP K1 EXPENSES 63,582 63,582   0
US BANK FEES 750 750   0
PARTNERSHIP K1 NON DEDUCTIBLE EXPENSES 326 0   0
CHARITABLE DONATIONS FROM PARTNERSHIP K-1S 59 0   0
SEC 179 FROM PARTNERSHIP K-1S 103 103   0
CT BANK FEES 271 271   0
MISC EXPENSES 3,261 0   0
FIDELITY FEES 80 80   0


TY 2023 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 5,084 5,084 5,084
OTHER INCOME FROM US BANK 224 224 224


TY 2023 OtherProfessionalFeesSchedule
Name:
HAZARD FAMILY FOUNDATION
EIN:
04-3338927
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CAPTRUST COMPANY FEE 8,768 8,768   0
GRANAHAN MGMT FEE 5,402 5,402   0
US BANK ADR FEE 0 0   0
FIDELITY ADR FEES 0 0   0
SM MGMT FEE 65,000 65,000   0


TY 2023 TaxesSchedule
Name:
HAZARD FAMILY FOUNDATION
EIN:
04-3338927
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX - FIDELITY 524 524   0
FOREIGN TAX - PARTNERSHIPS 12 12   0
FOREIGN TAX - US BANK 189 189   0
US TREASURY 2022 990T ETP 15,000 0   0
MASSACHUSETTS 2022 M-990T ETP 2,000 2,000   0