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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE HAJIM FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 803878
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60680
A Employer identification number

13-6893956
B Telephone number (see instructions)

(312) 630-6000
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$3,968,271J 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) 2,699,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 100,841 100,816  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 378,166
b Gross sales price for all assets on line 6a 1,173,905
7 Capital gain net income (from Part IV, line 2)... 378,166
8 Net short-term capital gain......... 0
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
59 59  
12 Total. Add lines 1 through 11........ 3,178,066 479,041  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
100 0 0 100
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,500 1,250 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
23,717 8,480   15,237
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,116 1,116   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
54 39   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,487 10,885 0 16,602
25 Contributions, gifts, grants paid....... 940,500 940,500
26 Total expenses and disbursements. Add lines 24 and 25 967,987 10,885 0 957,102
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,210,079
b Net investment income (if negative, enter -0-) 468,156
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............   22,101 22,101
2 Savings and temporary cash investments......... 208,368 34,216 34,216
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 687,606    
b Investments—corporate stock (attach schedule)....... 954,308 Click to see attachment
List of Attached Documents:
// Content
2,362,355 		2,765,320
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
1,057,143 		1,054,321
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)..........     0
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
99,828 		Click to see attachment
List of Attached Documents:
// Content
92,313
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,850,282 3,575,643 3,968,271
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
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........ 1,850,282 3,575,643
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,850,282 3,575,643
30 Total liabilities and net assets/fund balances (see instructions). 1,850,282 3,575,643
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
1,850,282
2
Enter amount from Part I, line 27a .....................
2
2,210,079
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,234
4
Add lines 1, 2, and 3 ..........................
4
4,067,595
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
491,952
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,575,643
Form 990-PF (2024)
Form 990-PF (2024)
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 13. ADOBE SYS INC   2022-03-31 2024-02-21
b 80. ADR ADVANTEST CORP SPONSORED ADR NEW   2023-07-20 2024-04-22
c 81. ADR ADYEN N V ADR   2023-03-17 2024-03-20
d 10. ADR ADYEN N V ADR   2023-03-17 2024-05-28
e 48. ADR ADYEN N V ADR   2023-03-17 2024-10-14
5. AIRBNB INC CL A COM USD0.0001 CL A   2021-08-12 2024-09-24
11. ALIGN TECHNOLOGY INC COM   2019-07-16 2024-06-05
40. ALPHABET INC CAP STK USD0.001 CL C   2023-07-28 2024-09-05
11. AMAZON COM INC   2021-02-12 2024-07-08
59. AMAZON COM INC   2021-02-12 2024-11-18
13. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM CLASS A   2020-01-09 2024-01-23
153. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM CLASS A   2020-01-09 2024-04-18
6. ATLASSIAN CORP CL A   2022-08-12 2024-08-13
3. ATLASSIAN CORP CL A   2023-02-01 2024-08-14
45. AUTODESK, INC   2020-03-16 2024-06-11
2. BAE SYS PLC SPONSORED ADR   2023-04-28 2024-05-28
14. BAE SYS PLC SPONSORED ADR   2023-04-28 2024-07-29
3576.54 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL   2021-12-22 2024-05-02
2844.95 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL   2019-11-25 2024-08-05
1584.93 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL   2019-11-25 2024-08-28
648.71 MFO BLACKROCK FUNDS V FLTG RATE INCOME PORT INSTL CL   2023-07-31 2024-08-28
1. CANADIAN PAC KANS CITY LTD   2020-01-09 2024-05-28
12. CANADIAN PAC KANS CITY LTD   2020-01-09 2024-05-30
18. CANADIAN PAC KANS CITY LTD   2023-08-10 2024-10-04
2. COUPANG INC   2024-04-19 2024-04-23
13559.64 MFO DOUBLELINE FUNDS TRUST CORE FIXED INCOME I   2021-12-07 2024-07-02
2. EPAM SYS INC COM STK   2022-08-22 2024-09-26
2. EPAM SYS INC COM STK   2022-08-22 2024-12-11
1. EPAM SYS INC COM STK   2024-05-10 2024-12-12
3. EPAM SYS INC COM STK   2022-08-22 2024-12-12
2. ADR EVOLUTION AB ADR UNSP ADR EACH REPR 1 ORD   2022-01-14 2024-05-28
28. ADR EVOLUTION AB ADR UNSP ADR EACH REPR 1 ORD   2022-01-14 2024-06-27
4. EXPERIAN PLC   2020-01-09 2024-05-10
31. EXPERIAN PLC   2020-01-09 2024-12-26
6. FERGUSON ENTERPRISES INC USD0.0001   2022-03-15 2024-09-26
132. MFC ETF FLEXSHARES ULTRA-SHORT INC   2023-07-31 2024-08-05
212. MFC ETF FLEXSHARES ULTRA-SHORT INC   2023-07-31 2024-08-28
664. MFC ETF FLEXSHARES ULTRA-SHORT INC   2023-07-31 2024-12-19
6. GARTNER GROUP INC NEW CL A   2019-07-16 2024-11-21
8. ADR ICICI BK LTD   2022-12-06 2024-01-23
8. ADR ICICI BK LTD   2022-12-06 2024-03-01
21. ADR ICICI BK LTD   2022-12-06 2024-10-10
117. MFC ISHARES TR RUSSELL 1000 VALUE INDEX FD   2019-12-03 2024-03-01
117. MFC ISHARES TR RUSSELL 1000 VALUE INDEX FD   2019-06-07 2024-05-02
312. MFC ISHARES TR GLOBAL INFRASTRUCTURE ETFINDEX FD   2019-10-25 2024-05-02
1. ADR L OREAL S A ADR   2023-11-17 2024-05-28
31. ADR L OREAL S A ADR   2023-11-17 2024-12-11
1. ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2020-01-09 2024-04-23
20. ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2020-01-09 2024-08-01
1. MASTERCARD INCORPORATED COM USD0.0001 CLASS A   2023-04-05 2024-09-24
1. MERCADOLIBRE INC COM STK   2023-11-30 2024-02-09
1. MERCADOLIBRE INC COM STK   2024-04-16 2024-06-07
1. MERCADOLIBRE INC COM STK   2023-09-14 2024-09-30
15. MICROSOFT CORP COM   2023-04-05 2024-09-05
27. NESTLE S A SPONSORED ADR REPSTG REG SH   2020-01-09 2024-02-14
15. NETFLIX INC COM STK   2023-04-28 2024-05-14
30000. ATLAS ENERGY SOLUTIONS INC NEW CL A   2018-05-09 2024-06-14
33. NIKE INC CLASS B   2024-02-21 2024-07-08
55. NIKE INC CLASS B   2023-05-31 2024-07-08
3. NOVO NORDISK A S ADR   2022-01-07 2024-03-01
104. PAYPAL HLDGS INC COM   2023-06-22 2024-02-29
90. PAYPAL HLDGS INC COM   2022-02-25 2024-02-29
1. ADR SAFRAN ADR   2023-12-04 2024-05-28
36. SALESFORCE INC COM USD0.001   2023-04-05 2024-07-05
32. SALESFORCE INC COM USD0.001   2022-09-28 2024-08-19
2. ADR SCHNEIDER ELECTRIC SE   2022-11-16 2024-05-28
10. SERVICENOW INC COM USD0.001   2022-10-03 2024-02-28
5. SERVICENOW INC COM USD0.001   2023-04-05 2024-11-18
1. THERMO ELECTRON CORP   2022-11-21 2024-09-24
1. THOMSON REUTERS CORP FORMERLY COM NO PAR   2022-12-28 2024-04-23
9. THOMSON REUTERS CORP FORMERLY COM NO PAR   2022-12-28 2024-07-17
6. THOMSON REUTERS CORP FORMERLY COM NO PAR   2022-12-23 2024-07-18
3. THOMSON REUTERS CORP FORMERLY COM NO PAR   2022-12-23 2024-07-19
100000. UNITED STATES TREAS NTS FIXED 3.25% DUE 08-31-2024   2023-02-17 2024-09-03
1. UNITEDHEALTH GROUP INC   2023-05-31 2024-09-24
8. UNITEDHEALTH GROUP INC   2023-05-31 2024-10-24
2. VISA INC CLASS A SHARES   2023-05-31 2024-09-24
1. WASTE CONNECTIONS INC COM   2022-10-06 2024-05-28
2. WASTE CONNECTIONS INC COM   2023-07-14 2024-09-30
4. WASTE CONNECTIONS INC COM   2023-07-14 2024-12-16
3. ZOETIS INC COM USD0.01 CL 'A'   2023-05-31 2024-09-24
3. AON PLC   2022-03-21 2024-05-30
2. AON PLC   2022-03-21 2024-10-07
2. AON PLC   2022-03-21 2024-12-04
1. ARCH CAP GROUP LTD ORD   2023-07-21 2024-03-01
3. ACCENTURE PLC CLS A   2020-01-09 2024-04-05
3. ACCENTURE PLC CLS A   2023-09-26 2024-05-03
5. ACCENTURE PLC CLS A   2020-01-09 2024-05-03
2. ACCENTURE PLC CLS A   2023-05-31 2024-09-24
1. #REORG FERGUSON MERGER FERGUSON 2Z11AF4 08-01-2024   2022-03-15 2024-03-01
1. ICON PLC COM   2020-01-09 2024-04-23
52. NU HOLDINGS LTD   2024-03-01 2024-10-09
3. ASM INTL NV   2022-04-21 2024-11-06
1. ADR ASML HOLDING NV NY REG 2012 (POST REV SPLIT)   2020-01-09 2024-04-05
1. FERRARI N V FERRARI N V COMMON S TOCK   2020-03-25 2024-03-01
1. FERRARI N V FERRARI N V COMMON S TOCK   2020-03-25 2024-06-07
2. FERRARI N V FERRARI N V COMMON S TOCK   2020-03-25 2024-10-09
1. FERRARI N V FERRARI N V COMMON S TOCK   2020-03-25 2024-10-10
(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 6,949   6,021 928
b 2,725   3,006 -281
c 1,298   1,351 -53
d 131   150 -19
e 720   718 2
652   750 -98
2,794   3,092 -298
6,407   2,909 3,498
2,195   1,786 409
11,917   9,579 2,338
209   131 78
2,520   1,540 980
860   1,670 -810
431   616 -185
9,476   6,700 2,776
142   104 38
919   724 195
25,000   27,334 -2,334
20,000   21,732 -1,732
11,380   12,107 -727
6,273   6,247 26
79   51 28
928   617 311
1,476   1,404 72
45   44 1
123,121   150,646 -27,525
399   931 -532
508   880 -372
249   186 63
747   1,320 -573
217   283 -66
2,939   3,949 -1,010
173   135 38
1,349   1,047 302
1,218   879 339
9,933   9,913 20
16,010   15,921 89
50,016   49,778 238
3,114   1,019 2,095
195   181 14
212   181 31
612   474 138
20,034   15,065 4,969
20,019   14,639 5,380
14,971   14,685 286
97   93 4
2,222   2,877 -655
170   95 75
2,766   1,894 872
490   363 127
1,748   1,608 140
1,610   1,415 195
2,033   1,378 655
6,191   2,349 3,842
2,950   2,863 87
9,183   3,592 5,591
589,985   226,284 363,701
2,419   3,462 -1,043
4,032   4,937 -905
372   152 220
6,276   7,102 -826
5,432   9,867 -4,435
58   44 14
9,549   5,872 3,677
8,430   4,808 3,622
102   58 44
7,581   3,881 3,700
5,037   2,091 2,946
613   537 76
154   113 41
1,474   1,019 455
978   679 299
489   339 150
100,000   97,664 2,336
575   480 95
4,492   2,608 1,884
555   433 122
164   134 30
355   283 72
715   550 165
583   433 150
833   962 -129
688   641 47
767   641 126
87   82 5
993   620 373
908   933 -25
1,513   1,034 479
678   615 63
214   147 67
299   169 130
690   585 105
1,608   1,046 562
976   302 674
426   155 271
415   155 260
914   309 605
454   155 299
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       928
b       -281
c       -53
d       -19
e       2
      -98
      -298
      3,498
      409
      2,338
      78
      980
      -810
      -185
      2,776
      38
      195
      -2,334
      -1,732
      -727
      26
      28
      311
      72
      1
      -27,525
      -532
      -372
      63
      -573
      -66
      -1,010
      38
      302
      339
      20
      89
      238
      2,095
      14
      31
      138
      4,969
      5,380
      286
      4
      -655
      75
      872
      127
      140
      195
      655
      3,842
      87
      5,591
      363,701
      -1,043
      -905
      220
      -826
      -4,435
      14
      3,677
      3,622
      44
      3,700
      2,946
      76
      41
      455
      299
      150
      2,336
      95
      1,884
      122
      30
      72
      165
      150
      -129
      47
      126
      5
      373
      -25
      479
      63
      67
      130
      105
      562
      674
      271
      260
      605
      299
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 2 378,166
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 6,507
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 6,507
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 6,507
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,378
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,384
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,762
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 3,255
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,255 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 arrowFL
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 2024 or the taxable year beginning in 2024? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrow  
14
The books are in care ofright arrowNORTHERN TRUST COMPANY Telephone no.right arrow (312) 630-6000

Located atright arrowPO BOX 803878CHICAGOIL ZIP+4right arrow60680
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
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
BARBARA HAJIM TRUSTEE
2 		0    
2054 SANCTUARY TER PH 2
KEY LARGO,FL33037
EDMUND HAJIM TRUSTEE
1 		0    
2054 SANCTUARY TER PH 2
KEY LARGO,FL33037
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 (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............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 arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
2,687,947
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,687,947
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
2,687,947
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
40,319
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,647,628
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
132,381
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
132,381
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,507
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,507
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
125,874
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
125,874
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
125,874
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
957,102
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
957,102
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 125,874
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 469,581
b From 2020...... 154,451
c From 2021...... 340,169
d From 2022...... 274,862
e From 2023...... 252,373
f Total of lines 3a through e ........ 1,491,436
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 957,102
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 125,874
e Remaining amount distributed out of corpus 831,228
5 Excess distributions carryover applied to 2024. 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 2,322,664
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		469,581
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,853,083
10 Analysis of line 9:
a Excess from 2020.... 154,451
b Excess from 2021.... 340,169
c Excess from 2022.... 274,862
d Excess from 2023.... 252,373
e Excess from 2024.... 831,228
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
EDMUND A HAJIM
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

OCRAT

97 SOUTH HARBOR DRIVE
KEY LARGO,FL33037 		NONE PC GENERAL SUPPORT 6,000

FRIENDS OF NHA

15 BROAD STREET
NANTUCKET,MA02554 		NONE PC MEMBERSHIP 5,000

SMALL FRIEND ON ACK

PO BOX 2826
NANTUCKET,MA02584 		NONE PC GENERAL SUPPORT 100

AMERICA GIVES

228 PARK AVE S 71410
NEW YORK,NY10003 		NONE PC BAIH OSMAN 1,000

BRUNSWICK SCHOOL

100 MAHER AVE
GREENWICH,CT06830 		NONE PC GENERAL SUPPORT 105,000

NHA

PO BOX 1016
NANTUCKET,MA02554 		NONE PC GENERAL SUPPORT 5,250

SAFE PLACE

3700 SOUTH WALLACE STREET
CHICAGO,IL60609 		NONE PC GENERAL SUPPORT 5,500

EGAN MARITIME INSTITUTE

3 FREEDOM SQUARE OFFICES
NANTUCKET,MA02554 		NONE PC MEMBERSHIP 250

UNIVERSITY OF DENVER

2601 EAST COLORADO AVE
DENVER,CO80208 		NONE PC GENERAL SUPPORT 2,000

UNIVERSITY OF ROCHESTER

500 JOSEPH C WILSON BLVD
ROCHESTER,NY14627 		NONE PC HAJIM ART OF SCI COMPETITON 75,000

HCC FOUNDATION

900 LAFAYETTE BLVD
BRIDGEPORT,CT06604 		NONE PC GENERAL SUPPORT 5,000

CONNECTUS

1000 LAFAYETTE BLVD 2ND FLR
BRIDGEPORT,CT06604 		NONE PC GENERAL SUPPORT 5,000

JCCA

524 W MELROSE ST
CHICAGO,IL60657 		NONE PC GENERAL SUPPORT 5,000

FORMAN SCHOOL

12 NORFOLK RD PO BOX 80
LITCHFIELD,CT06759 		NONE PC GENERAL SUPPORT 7,500

NANTUCKET CONSERVATION FOUNDATION

118 CLIFF RD
NANTUCKET,MA02554 		NONE PC GENERAL SUPPORT 1,000

THE NANTUCKET PROJECT ACADEMY

300 CONSHOHOCHEN STATE RD STE 500
WEST CONSHOHOCKEN,PA19428 		NONE PC GENERAL SUPPORT 40,000

DUBLIN SCHOOL

PO BOX 522
DUBLIN,NH03444 		NONE PC GENERAL SUPPORT 2,500

WILY NETWORK

189 WELLS AVE STE 301
NEWTON,MA02459 		NONE PC GENERAL SUPPORT 15,000

NANTUCKET COLLAGE HOSPITAL

57 PROSPECT STREET
NANTUCKET,MA02554 		NONE PC GENERAL SUPPORT 25,000

MEMORIAL SLAON KETTERING

1275 YORK AVE
NEW YORK,NY10065 		NONE PC IN MEMORY OF ARIE KOPELMAN 1,000

KEEWAYDIN FOUNDATION

500 RUSTIC LANE
SALISBURY,VT05769 		NONE PC GENERAL SUPPORT 20,000

HARMUNDI FOUNDATION

8 PILGRIM CIRCLE
ROCHESTER,NY14618 		NONE PC AARON SPERBER 7,500

ST ANNE'S EPISCOPAL SCHOOL

2701 SOUTH YORK STREET
DENVER,CO801206032 		NONE PC GENERAL SUPPORT 2,500

GREENWICH ACADEMY

200 NORTH MAPLE AVE
GREENWICH,CT06830 		NONE PC GENERAL SUPPORT 100

GREENWICH COUNTRY DAY SCHOOL

401 OLD CHURCH RD PO BOX 623
GREENWICH,CT06836 		NONE PC GENERAL SUPPORT 100

WATERSIDE SCHOOL

770 PACIFIC STREET
STAMFORD,CT06902 		NONE PC GENERAL SUPPORT 500

THE EVERGLADES FOUNDATION

18001 OLD CUTLER RD STE 625
PALMETTO BAY,FL33157 		NONE PC GENERAL SUPPORT 2,500

THEATRE WORKSHOP OF NANTUCKET

62 CENTRE ST
NANTUCKET,MA02554 		NONE PC GENERAL SUPPORT 1,000

OUR HOUSE

5 WHEREOWHERO LN
NATUCKET,MA02554 		NONE PC GENERAL SUPPORT 5,000

THE KEYS CHILDREN'S FOUNDATION

24 DOCKSIDE LANE PMB 139
KEY LARGO,FL33037 		NONE PC GENERAL SUPPORT 3,000

OCEAN REEF COMMUNITY FOUNDATION

35 OCEAN REED DRIVE SUITE 148
KEY LARGO,FL33037 		NONE PC GENERAL SUPPORT 60,700

THE HORATIO ALGER ASSOCIATION

99 CANAL CENTER PLAZA SUITE 320
ALEXANDRIA,VA22314 		NONE PC GENERAL SUPPORT 27,500

FLORIDA KEYS EDUCATIONAL FOUNDATION

5901 COLLEGE ROAD
KEY WEST,FL33040 		NONE PC GENERAL SUPPORT 100,000

NEW JERSEY PERFORMING ARTS CENTER

ONCE CENTER STREE
NEWARK,NJ07102 		NONE PC GENERAL SUPPORT 250,000

NANTUCKET GOLF CLUB FOUNDATION

250 MILESTONE RD
NANTUCKET,MA02554 		NONE PC GENERAL SUPPORT 148,000
Total .................................right arrow 3a 940,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 100,841  
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 ............ 		    18 378,166  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMFO BLACKROCK FDS 		    14 29  
bMFO BLACKROCK FUND     14 19  
cMFO DOUBLELINE FUN     14 11  
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   479,066  
13Total. Add line 12, columns (b), (d), and (e)..................
13
479,066
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

13-6893956
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE HAJIM FAMILY FOUNDATION
  		Employer identification number
13-6893956
Part I
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
ED HAJIM
2054 SANCTUARY TER PH 2
 
KEY LARGO, FL33037

$ 2,699,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE HAJIM FAMILY FOUNDATION
  		Employer identification number

13-6893956
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 30,000 SHARES OF ATLAS ENERGY SOLUTIONS $ 699,000 2024-05-30
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE HAJIM FAMILY FOUNDATION
  		Employer identification number

13-6893956
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE HAJIM FAMILY FOUNDATION
EIN:
13-6893956
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,500 1,250   1,250

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE HAJIM FAMILY FOUNDATION
EIN:
13-6893956
Name of Bond End of Year Book Value End of Year Fair Market Value
C09260B630 MFO BLACKROCK FDS V 173,052 169,085
C09260B747 MFO BLACKROCK FUNDS 193,753 193,877
C91282CHD6 UNITED STATES OF AM 49,398 49,987
C33939L886 MFC ETF FLEXSHARES 342,107 342,554
C46429B655 MFC ISHARES TR FLOA 298,833 298,818

TY 2024 InvestmentsCorpStockSchedule
Name:
THE HAJIM FAMILY FOUNDATION
EIN:
13-6893956
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHED SCHEDULE    
C33939L407 MFC FLEXSHARES TR M 119,996 120,352
C464287507 MFC ISHARES CORE S& 224,761 213,163
C464287598 MFC ISHARES TR RUSS 282,127 431,353
C464287804 MFC ISHARES TR CORE 124,999 119,483
C464288372 MFC ISHARES TR GLOB 147,197 148,813
C665162509 MFB NORTHN INTL EQT 285,000 301,492
C78462F103 MFC SPDR S&P 500 ET 700,209 713,845
C922908769 MFC VANGUARD INDEX 110,201 193,883
C002824100 ABBOTT LAB COM 11,622 15,496
C00724F101 ADOBE INC COM 14,063 14,674
C009066101 AIRBNB INC CL A COM 13,676 12,221
C02079K107 ALPHABET INC CAP ST 7,551 24,948
C023135106 AMAZON COM INC COM 25,596 48,046
C037833100 APPLE INC COM STK 16,976 18,782
C22160N109 COSTAR GROUP INC CO 5,817 5,656
C366651107 GARTNER INC COM 1,740 5,814
C532457108 ELI LILLY & CO COM 10,910 12,352
C55354G100 MSCI INC COM USD0.0 11,890 13,800
C57636Q104 MASTERCARD INC CL A 10,595 20,010
C594918104 MICROSOFT CORP COM 16,242 29,505
C64110L106 NETFLIX INC COM STK 4,739 18,718
C670100205 ADR NOVO-NORDISK A 9,328 11,011
C68389X105 ORACLE CORP COM 19,359 20,997
C70432V102 PAYCOM SOFTWARE INC 6,294 6,969
C81762P102 SERVICENOW INC COM 6,698 20,142
C82509L107 SHOPIFY INC CL A SH 12,068 19,139
C883556102 THERMO FISHER SCIEN 16,017 15,087
C91324P102 UNITEDHEALTH GROUP 3,953 6,576
C92826C839 VISA INC COM CL A S 14,417 22,755
C98138H101 WORKDAY INC CL A CO 9,816 11,353
C98978V103 ZOETIS INC COM USD0 12,732 14,012
CG1151C101 ACCENTURE PLC CLS A 7,168 13,016
C00783V104 ADR ADYEN N V ADR 2,642 3,079
C046353108 ADR ASTRAZENECA PLC 4,586 4,324
C049468101 ATLASSIAN CORP CL A 2,006 3,164
C05523R107 ADR BAE SYS PLC SPO 2,658 2,915
C136385101 CANADIAN NAT RES LT 2,344 2,223
C13646K108 CANADIAN PAC KANS C 2,521 3,546
C20449X401 ADR COMPASS GROUP P 2,539 2,990
C22266T109 COUPANG INC 3,288 3,275
C30215C101 EXPERIAN PLC 1,689 2,137
C31488V107 FERGUSON ENTERPRISE 2,023 2,430
C45104G104 ADR ICICI BK LTD 2,217 3,076
C58533E103 ADR MEITUAN UNSPON 4,184 3,493
C58733R102 MERCADOLIBRE INC CO 1,378 1,700
C606793404 ADR MITSUBISHI HEAV 3,603 4,169
C775781206 ROLLS ROYCE HOLDING 4,347 4,183
C786584102 ADR SAFRAN ADR 4,423 5,232
C803054204 SAP SE-SPONSORED AD 5,019 4,924
C80687P106 ADR SCHNEIDER ELECT 1,806 3,127
C81141R100 ADR SEA LTD ADR 3,599 5,517
C82621A104 SIEMENS ENERGY AG A 3,428 3,609
C874039100 ADR TAIWAN SEMICOND 4,941 6,912
C88579N105 ADR 3I GROUP ADR 3,552 4,068
C94106B101 WASTE CONNECTIONS I 1,606 2,059
CG0403H108 AON PLC 1,214 2,155
CG0450A105 ARCH CAPITAL GROUP 2,815 3,786
CG4705A100 ICON PLC COM 3,653 3,984
CG54950103 LINDE PLC 2,689 3,349
CG6683N103 NU HOLDINGS LTD 2,432 2,238
CG8473T100 STERIS PLC ORD USD0 2,116 2,878
CH42097107 UBS GROUP AG COMMO 2,797 2,729
CL8681T102 SPOTIFY TECHNOLOGY 3,142 4,921
CM7S64H106 MONDAY COM LTD COM 2,627 2,825
CN07045102 ADR ASM INTERNATION 1,347 2,277
CN07059210 ADR ASML HLDG NV NY 1,512 3,465
CN3167Y103 FERRARI N V FERRARI 1,855 5,098

TY 2024 InvestmentsGovtObligationsSch
Name:
THE HAJIM FAMILY FOUNDATION
EIN:
13-6893956
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

 
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 LegalFeesSchedule
Name:
THE HAJIM FAMILY FOUNDATION
EIN:
13-6893956
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 100     100


TY 2024 OtherAssetsSchedule
Name:
THE HAJIM FAMILY FOUNDATION
EIN:
13-6893956
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SEE ATTACHED SCHEDULE   0 0
C33939L787 MFC FLEXSHARES TR G   99,828 92,313


TY 2024 OtherDecreasesSchedule
Name:
THE HAJIM FAMILY FOUNDATION
EIN:
13-6893956
Description Amount
2023 CHECKES SETTLED IN 2024 14,000
2024 TRANSACTIONS POSTED IN 2025 5,156
EXCESS FMV OVER COST ASSETS CONTRIBUTED 472,716
COST BASIS ADJ 80


TY 2024 OtherExpensesSchedule
Name:
THE HAJIM FAMILY FOUNDATION
EIN:
13-6893956
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SERVICE FEE 15 0   15
ADR FEES 39 39   0


TY 2024 OtherIncomeSchedule2
Name:
THE HAJIM FAMILY FOUNDATION
EIN:
13-6893956
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MFO BLACKROCK FDS V HIGH YIELD BD PORT I 29 29  
MFO BLACKROCK FUNDS V FLTG RATE INCOME P 19 19  
MFO DOUBLELINE FUNDS TRUST CORE FIXED IN 11 11  


TY 2024 OtherIncreasesSchedule
Name:
THE HAJIM FAMILY FOUNDATION
EIN:
13-6893956
Description Amount
2024 CHECKS SETTLED IN 2025 5,500
2023 TRANSACTIONS POSTED IN 2024 1,734


TY 2024 OtherProfessionalFeesSchedule
Name:
THE HAJIM FAMILY FOUNDATION
EIN:
13-6893956
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NT ADVISORY FEES 20,316 5,079   15,237
NT INVESTMENT MANAGEMENT FEES 3,401 3,401    


TY 2024 SubstantialContributorsSch
Name:
THE HAJIM FAMILY FOUNDATION
EIN:
13-6893956
Name Address
ED HAJIM 2054 SANCTUARY TER PH 2
KEY LARGO,FL33037


TY 2024 TaxesSchedule
Name:
THE HAJIM FAMILY FOUNDATION
EIN:
13-6893956
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 175 175   0
FOREIGN TAXES ON QUALIFIED FOR 749 749   0
FOREIGN TAXES ON NONQUALIFIED 192 192   0