Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE CALAMUS FOUNDATION INC
C/O BLOOMSCHON CPAS LLC
Number and street (or P.O. box number if mail is not delivered to street address)375 NORTH BROADWAY NO 320
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JERICHO, NY11753
A Employer identification number

65-0508548
B Telephone number (see instructions)

(516) 626-3992
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,656,561J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 74,645 74,645  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 317,416
b Gross sales price for all assets on line 6a 2,737,412
7 Capital gain net income (from Part IV, line 2)... 317,416
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).......      
12 Total. Add lines 1 through 11........ 392,061 392,061  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 72,000 36,000   36,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,677 1,677   0
b Accounting fees (attach schedule)....... Click to see attachment 14,000 10,000   4,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,034 3,607   2,782
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 38,777 19,390   19,387
21 Travel, conferences, and meetings....... 305 0   305
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 60,525 56,917   3,608
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 196,318 127,591   66,082
25 Contributions, gifts, grants paid....... 1,660,000 1,660,000
26 Total expenses and disbursements. Add lines 24 and 25 1,856,318 127,591   1,726,082
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,464,257
b Net investment income (if negative, enter -0-) 264,470
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 193,446 63,372 63,372
2 Savings and temporary cash investments......... 145,472 118,692 118,692
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,388,591 Click to see attachment984,310 1,299,682
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,049,740 Click to see attachment1,152,498 1,169,880
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment8,759 Click to see attachment4,935 Click to see attachment4,935
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,786,008 2,323,807 2,656,561
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment6,918 Click to see attachment8,974
23 Total liabilities (add lines 17 through 22)......... 6,918 8,974
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 3,601,723 2,137,466
25 Temporarily restricted............... 177,367 177,367
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 3,779,090 2,314,833
31 Total liabilities and net assets/fund balances (see instructions). 3,786,008 2,323,807
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,779,090
2
Enter amount from Part I, line 27a .....................
2
-1,464,257
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,314,833
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,314,833
Form 990-PF (2018)
Form 990-PF (2018)
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 50 ALEXION PHARM INC., ALXN, XXX-XX-XXXX   2017-10-27 2018-05-15
b 150 ALIBABA GROUP HLDG LTD SPONSORED ADS, BABA, 01609W102      
c 450 ANALOG DEVICES INC COM, ADI, XXX-XX-XXXX      
d 900 APPLIED MATERIALS INC, AMAT, XXX-XX-XXXX      
e 1200 BOSTON SCIENTIFIC CORP, BSX, XXX-XX-XXXX      
350 C S X CORP, CSX, XXX-XX-XXXX      
200 CELGENE CORP, CELG, XXX-XX-XXXX      
1000 COMCAST CORP NEW CL A, CMCSA, 20030N101   2017-11-21 2018-05-08
300 COMERICA INC, CMA, XXX-XX-XXXX      
800 CONAGRA BRANDS INC, CAG, XXX-XX-XXXX      
175 CONCHO RESINC, CXO, 20605P101      
1800 CORNING INC, GLW, XXX-XX-XXXX      
50 COSTCO WHOLESALE CORP, COST, 22160K105 50 COSTCO WHOLESALE CORP, COS   2018-02-09 2018-08-07
75 EOG RESOURCES INC, EOG, 26875P101      
150 FACEBOOK INC COM USD0.000006 CL A, FB, 30303M102      
100 FORTIVE CORP COM, FTV, 34959J108100 FORTIVE CORP COM, FTV, 34959J108   2018-02-09 2018-03-27
55 GOLDMAN SACHS GROUP INC, GS, 38141G104      
200 GRACE W R & CO DEL NEW, GRA, 38388F108      
75 HOME DEPOT ING COM, HD, XXX-XX-XXXX      
265 HUBBELL INC COM, HUBB, XXX-XX-XXXX      
275 LIVANOVA PLC ORD GBP 1.00 (DI), LIVN, G5509L101      
200 LKQ CORP COM, LKQ, XXX-XX-XXXX   2017-12-14 2018-01-19
125 MCDONALDS CORP, MCD, XXX-XX-XXXX      
200 MICROSOFT CORP, MSFT, XXX-XX-XXXX   2018-04-02 2018-12-20
200 MONDELEZ INTL INC COM, MDLZ, XXX-XX-XXXX   2017-09-07 2018-01-19
50 MORGAN STANLEY, MS, XXX-XX-XXXX   2018-02-05 2018-05-15
100 NESTLE S A SPONSOREDADR, NSRGY, XXX-XX-XXXX   2018-02-20 2018-12-20
350 NISOURCE INC, NI, 65473P105      
200 ORACLE CORP COM, ORCL, 68389X105   2018-01-03 2018-02-12
200 PENTAIR PLC SHS, PNR, G7S00T104   2017-02-15 2018-02-02
100 PEPSICO INC, PEP, XXX-XX-XXXX   2018-02-20 2018-12-14
200 PFIZER INC, PFE, XXX-XX-XXXX   2018-02-09 2018-05-15
125 ROCKWELL AUTOMATION INC, ROK, XXX-XX-XXXX   2018-02-05 2018-10-10
300 SENSIENT TECHNOLOGIES CORP COM, SXT, 81725T100   2018-01-02 2018-02-09
300 STARBUCKS CORP COM USD0.001, SBUX, XXX-XX-XXXX   2017-08-08 2018-04-04
50 VISA ING COM CLA, V, 92826C839   2018-02-09 2018-05-15
50 WELLS FARGO CO NEW COM, WFC, XXX-XX-XXXX   2018-05-09 2018-05-15
30 3M COMPANY, MMM, 88579Y101   2018-07-24 2018-12-20
125 AIR PRODUCTS & CHEM, APD, XXX-XX-XXXX      
35 ALPHABET INC CAP STKCL C, GOOG, 02079K107      
150 ANALOG DEVICES INC COM, ADI, XXX-XX-XXXX      
75 APPLE INC, AAPL, XXX-XX-XXXX      
150 ASML HOLDING N V N YREGISTRY SHS, ASML, NO7059210      
700 BOSTON SCIENTIFIC CORP, BSX, XXX-XX-XXXX      
300 CELGENE CORP, CELG, XXX-XX-XXXX      
25 COSTCO WHOLESALE CORP, COST, 22160K105   2016-10-07 2018-12-20
25 DANAHER CORP COM USD0.01, DHR, XXX-XX-XXXX   2014-07-29 2018-05-15
150 DTE ENERGY HOLDING CO, DTE, XXX-XX-XXXX      
250 EOG RESOURCES INC, EOG, 26875P101      
150 FACEBOOK INC COM USD0.000006 CL A, FB, 30303M102      
125 FORTIVE CORP COM, FTV, 34959J108      
70 GOLDMAN SACHS GROUP INC, GS, 38141G104   2017-04-20 2018-05-15
200 GRACE W R & CO DEL NEW, GRA, 38388F108   2016-12-23 2018-12-20
100 HUBBELL INC COM, HUBB, XXX-XX-XXXX   2014-12-15 2018-02-02
400 JPMORGAN CHASE & CO, JPM, 46625H100   2008-11-21 2018-12-20
800 LKQ CORP COM, LKQ, XXX-XX-XXXX      
50 MCDONALDS CORP, MCD, XXX-XX-XXXX   2016-10-26 2018-01-19
400 MONDELEZ INTL INC COM, MDLZ, XXX-XX-XXXX      
100 NESTLE S A SPONSOREDADR, NSRGY, XXX-XX-XXXX   2016-10-21 2018-01-19
500 NVENT ELECTRIC PLC COM USD0.01, NVT, G6700G107   2017-01-17 2018-07-19
425 OCCIDENTAL PETROLEUMCORP, OXY, XXX-XX-XXXX      
600 ORACLE CORP COM, ORCL, 68389X105   2006-02-06 2018-03-13
700 PENTAIR PLC SHS, PNR, G7S00T164      
300 PEPSICO INC, PEP, XXX-XX-XXXX      
1300 PFIZER INC, PFE, XXX-XX-XXXX      
600 STARBUCKS CORP COM USD0.001, SBUX, XXX-XX-XXXX      
75 STRYKER CORP, SYK, XXX-XX-XXXX      
900 US BANCORP DEL COM NEW, USB, XXX-XX-XXXX      
200 VISA INC COM CLA, V, 92826C839      
25 3M COMPANY, MMM, XXX-XX-XXXX   2006-07-26 2018-05-15
2318 ISHARES CORE S&P TOTAL US STOCK MARKET E, ITOT, XXX-XX-XXXX   2017-02-15 2018-01-24
13915.547 VANGUARD SHORT TERM TREASURY ADMIRAL, VFIRX, XXX-XX-XXXX   2018-12-07 2018-12-21
31101.946 DOUBLELINE CORE FIXED INCOME CL I, DBLFX, XXX-XX-XXXX      
16875.603 DOUBLELINE TOTAL RETURN BOND FD CL I, DBLTX, XXX-XX-XXXX      
3685 FIRST TR MLP & ENERGYINCOME COM, FEI, AOM, XXX-XX-XXXX      
668 ISHARES CORE MODERATE ALLOCATION ETF, AOM, XXX-XX-XXXX   2016-08-08 2018-12-07
1677 ISHARES CORE S&P TOTAL US STOCK MARKET E, ITOT, XXX-XX-XXXX   2017-02-15 2018-12-07
2344.273 LONGLEAF INTERNATL, LLINX, XXX-XX-XXXX   2017-04-17 2018-12-21
6017.624 MATTHEWS ASIA DIVIDEND INST'L, MIPIX, XXX-XX-XXXX   2013-03-07 2018-12-21
17497.813 WELLS FARGO ABSOLUTE RETUREN INST, WABIX, 94987W737   2013-07-15 2018-05-15
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,060   6,287 -227
b 24,871   27,195 -2,324
c 40,273   37,286 2,987
d 29,830   42,357 -12,527
e 35,052   30,970 4,082
23,657   19,317 4,340
18,525   20,421 -1,896
30,992   36,318 -5,326
24,101   26,636 -2,535
29,223   26,579 2,644
24,903   23,444 1,459
58,219   53,852 4,367
10,488   8,991 1,497
7,491   6,855 636
27,903   25,847 2,056
7,683   6,999 684
13,884   12,681 1,203
13,913   14,042 -129
14,690   13,212 1,478
30,570   28,575 1,995
29,299   23,862 5,437
8,599   7,890 709
21,916   19,803 2,113
19,936   17,654 2,282
8,798   8,182 616
2,751   2,665 86
7,907   8,007 -100
8,931   8,624 307
9,673   9,549 124
14,520   11,771 2,749
11,078   10,974 104
7,130   6,749 381
22,176   23,289 -1,113
20,458   22,111 -1,653
17,018   16,737 281
6,555   5,750 805
2,738   2,683 55
5,616   5,838 -222
20,593   15,459 5,134
39,651   25,144 14,507
14,172   11,384 2,788
13,571   4,107 9,464
29,874   13,714 16,160
24,486   12,055 12,431
29,146   30,550 -1,404
5,215   3,731 1,484
2,506   1,429 1,077
15,667   13,770 1,897
27,759   17,492 10,267
24,271   17,345 6,926
9,466   5,641 3,825
16,925   15,309 1,616
13,162   13,539 -377
13,659   10,209 3,450
43,484   8,524 34,960
26,771   19,701 7,070
8,802   5,607 3,195
17,048   11,124 5,924
8,562   7,347 1,215
12,640   9,812 2,828
31,800   31,069 731
30,713   7,269 23,444
36,628   31,117 5,511
34,930   31,462 3,468
53,820   28,313 25,507
35,074   33,121 1,953
12,240   7,020 5,220
42,930   13,908 29,022
26,371   15,996 10,375
5,048   1,706 3,342
149,630   124,723 24,907
145,278   145,000 278
329,744   339,090 -9,346
175,000   187,246 -12,246
35,201   36,099 -898
24,237   23,949 288
103,339   90,233 13,106
35,000   35,258 -258
110,000   93,346 16,654
200,000   191,076 8,924
5,572     5,572
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       -227
b       -2,324
c       2,987
d       -12,527
e       4,082
      4,340
      -1,896
      -5,326
      -2,535
      2,644
      1,459
      4,367
      1,497
      636
      2,056
      684
      1,203
      -129
      1,478
      1,995
      5,437
      709
      2,113
      2,282
      616
      86
      -100
      307
      124
      2,749
      104
      381
      -1,113
      -1,653
      281
      805
      55
      -222
      5,134
      14,507
      2,788
      9,464
      16,160
      12,431
      -1,404
      1,484
      1,077
      1,897
      10,267
      6,926
      3,825
      1,616
      -377
      3,450
      34,960
      7,070
      3,195
      5,924
      1,215
      2,828
      731
      23,444
      5,511
      3,468
      25,507
      1,953
      5,220
      29,022
      10,375
      3,342
      24,907
      278
      -9,346
      -12,246
      -898
      288
      13,106
      -258
      16,654
      8,924
      5,572
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 2 317,416
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,624,125 4,745,931 0.342214
2016 1,345,356 5,931,386 0.226820
2015 1,365,104 7,318,039 0.186540
2014 1,680,613 8,882,484 0.189205
2013 2,423,585 9,983,551 0.242758
2
Total of line 1, column (d) .....................
2
1.187537
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.237507
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,258,930
5
Multiply line 4 by line 3......................
5
774,019
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,645
7
Add lines 5 and 6........................
7
776,664
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,726,082
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,645
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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 2,645
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 2,645
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,302
b Exempt foreign organizations—tax withheld at source...... 6b
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 4,302
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,657
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,657 RefundedBullet 11 0
Part VII-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 Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.CALAMUSFOUNDATION.ORG
    14
    The books are in care ofbulletBLOOMSCHON CPAS LLC Telephone no.bullet (516) 626-3992

    Located atbullet375 NORTH BROADWAYJERICHONY ZIP+4bullet11753
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    c
    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 2018?.............
    1c
     
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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
    BRIAN T O'DONNELL MANAGER
    35.00     		72,000 0 0
    83 EAST 7TH STREET
    NEW YORK,NY10003
    LOUIS BRADBURY DIRECTOR
    0.00     		0 0 0
    222 RIVERSIDE DRIVE
    NEW YORK,NY10025
    JAMES M ROSENBERG DIRECTOR
    0.00     		0 0 0
    40 FIFTH AVENUE
    NEW YORK,NY10011
    MICHAEL SHAEFE DIRECTOR
    0.00     		0 0 0
    1427 YORK AVENUE
    NEW YORK,NY10021
    JEFFREY B SOREF DIRECTOR
    0.00     		0 0 0
    7 GRAMERCY PARK WEST
    NEW YORK,NY10003
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-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 IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    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
    3,142,668
    b
    Average of monthly cash balances.......................
    1b
    165,890
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,308,558
    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
    3,308,558
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    49,628
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,258,930
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    162,947
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    162,947
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,645
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,645
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    160,302
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    160,302
    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 XIII, line 1 ...
    7
    160,302
    Part XII
    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
    1,726,082
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    1,726,082
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    2,645
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,723,437
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 160,302
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 1,946,307
    b From 2014...... 1,253,039
    c From 2015...... 1,003,720
    d From 2016...... 1,048,787
    e From 2017...... 1,391,394
    fTotal of lines 3a through e........ 6,643,247
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,726,082
    a Applied to 2017, 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 2018 distributable amount..... 160,302
    e Remaining amount distributed out of corpus 1,565,780
    5 Excess distributions carryover applied to 2018. 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 8,209,027
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		1,946,307
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		6,262,720
    10 Analysis of line 9:
    a Excess from 2014.... 1,253,039
    b Excess from 2015.... 1,003,720
    c Excess from 2016.... 1,048,787
    d Excess from 2017.... 1,391,394
    e Excess from 2018.... 1,565,780
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LOUIS BRADBURY PRES - THE CALAMUS F
    PO BOX 2396
    NEW YORK,NY10021
    (212) 763-8514
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITING ON ORGANIZATION LETTERHEAD-REQUEST IN DETAIL APPLICATION MAY ALSO BE MADE ONLINE WWW.CALAMUSFOUNDATION.ORG
    cAny submission deadlines:
    NO
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    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
    ACLU
    125 BROAD STREET
    NEW YORK,NY10004     		NONE PUBLIC CHARITY SEE FOOTNOTE 62,500
    ALI FORNEY
    224 WEST 35TH STREET
    NEW YORK,NY10001     		NONE PUBLIC CHARITY SEE FOOTNOTE 50,000
    AMERICAN JEWISH WORLD SERVICE
    45 WEST 36TH STREET
    NEW YORK,NY10018     		NONE PUBLIC CHARITY SEE FOOTNOTE 5,000
    BIG APPLE PERFORMING ARTS
    561 7TH AVENUE SUITE 701
    NEW YORK,NY10018     		NONE PUBLIC CHARITY SEE FOOTNOTE 25,000
    EDUCATIONAL ALLIANCE
    197 EAST BROADWAY
    NEW YORK,NY10002     		NONE PUBLIC CHARITY SEE FOOTNOTE 45,000
    GAY MEN'S HEALTH CRISIS
    307 WEST 38TH STREET
    NEW YORK,NY10018     		NONE PUBLIC CHARITY SEE FOOTNOTESEE FOOTNOTESEE FOOTNOTE 350,000
    GLSENMAKING GAY HISTORY
    110 WILLIAM STREET 30TH FLOOR
    NEW YORK,NY10038     		NONE PUBLIC CHARITY SEE FOOTNOTE 30,000
    LESBIAN GAY BISEXUAL & TRANSGENDER COMMUNITY CENTER
    208 WEST 13TH STREET
    NEW YORK,NY10011     		NONE PUBLIC CHARITY SEE FOOTNOTE 127,500
    LONG ISLAND GLBT SERVICES NETWORK
    400 GARDEN CITY PLAZA SUITE 110
    GARDEN CITY,NY11530     		NONE PUBLIC CHARITY SEE FOOTNOTE 50,000
    MAKE THE ROAD NY
    301 GROVE STREET
    BROOKLYN,NY11237     		NONE PUBLIC CHARITY SEE FOOTNOTE 80,000
    MORGAN LIBRARY AND MUSEUM
    225 MADISON AVENUE
    NEW YORK,NY10016     		NONE PUBLIC CHARITY SEE FOOTNOTE 50,000
    NEW YORK CITY ANTI-VIOLENCE PROJECT
    116 NASSAU STREET 3RD FLOOR
    NEW YORK,NY10038     		NONE PUBLIC CHARITY SEE FOOTNOTE 50,000
    NORTHWESTERN UNIVERSITYFEINBERG SCHOOL
    420 EAST SUPERIOR STREET
    CHICAGO,IL60611     		NONE PUBLIC CHARITY SEE FOOTNOTE 25,000
    OASIS YOUTH CENTER
    2215 PACIFIC AVENUE
    TACOMA,WA98402     		NONE PUBLIC CHARITY SEE FOOTNOTE 20,000
    ONE ARCHIVES
    909 WEST ADAMS BLVD
    LOS ANGELES,CA90007     		NONE PUBLIC CHARITY SEE FOOTNOTE 325,000
    OUTRIGHT INTERNATIONAL
    80 MAIDEN LANE SUITE 1505
    NEW YORK,NY10038     		NONE PUBLIC CHARITY .SEE FOOTNOTE 75,000
    PALM CENTER
    2370 MARKET STREET 405
    SAN FRANCISCO,CA94114     		NONE PUBLIC CHARITY SEE FOOTNOTE 10,000
    PETER CICCHINO YOUTH PROJECT
    123 WILLIAM STREET 16TH FLOOR
    NEW YORK,NY10038     		NONE PUBLIC CHARITY SEE FOOTNOTE 30,000
    PIERCE COUNTY AIDS FOUNDATION
    2215 PACIFIC AVENUE
    TACOMA,WA98402     		NONE PUBLIC CHARITY SEE FOOTNOTE 25,000
    PLANNED PARENTHOOD NEW YORK CITY
    26 BLEECKER ST
    NEW YORK,NY10012     		NONE PUBLIC CHARITY SEE FOOTNOTE 10,000
    RAINBOW CENTER
    2215 PACIFIC AVENUE
    TACOMA,WA98402     		NONE PUBLIC CHARITY SEE FOOTNOTE 20,000
    SAFE HORIZONSTREETWORKS
    2 LAFAYETTE ST 3RD FLOOR
    NEW YORK,NY10007     		NONE PUBLIC CHARITY SEE FOOTNOTE 10,000
    SAGE
    305 SEVENTH AVENUE - 6TH FLOOR
    NEW YORK,NY10001     		NONE PUBLIC CHARITY SEE FOOTNOTE 125,000
    SELFHELP COMMUNITY SERVICES
    520 EIGHTH AVENUE
    NEW YORK,NY10018     		NONE PUBLIC CHARITY SEE FOOTNOTE 10,000
    THE POINT FOUNDATION
    1357 BROADWAY STE 401
    NEW YORK,NY10018     		NONE PUBLIC CHARITY SEE FOOTNOTE 25,000
    TRANSGENDER LEGAL DEFENSE AND EDUCATION FUND
    20 WEST 20TH STREET SUITE 705
    NEW YORK,NY10011     		NONE PUBLIC CHARITY SEE FOOTNOTE 25,000
    Total .................................bullet 3a 1,660,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-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 74,645  
    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 ............     		    18 317,416  
    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).. 0 392,061 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    392,061
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE CALAMUS FOUNDATION INC
     
    C/O BLOOMSCHON CPAS LLC
    EIN:
    65-0508548
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 14,000 10,000   4,000

    TY 2018 GeneralExplanationAttachment
    Name:
    THE CALAMUS FOUNDATION INC
     
    C/O BLOOMSCHON CPAS LLC
    EIN:
    65-0508548
    Identifier Return Reference Explanation
      PART XV-SUPPLEMENTARY INFORMATION - PURPOSE OF CHARITABLE CONTRIBUTION PART XV- SUPPLEMENTARY INFOMRATIONPURPOSE OF THE GRANT OR CONTRIBUTION-THE CALAMUS FOUNDATION MAKES GRANTS TO QUALIFYING CHARITABLEORGANIZATIONS FOR PROGRAMS AND ACTIVITIES IN THE FOLLOWING AREAS:1. CARE AND SUPPORT TO INDIVIDUALS WITH HIV; AND2. SERVICES TO THE GAY AND LESBIAN COMMUNITY THAT PROMOTEAND SUPPORT ITS FORMATION, GROWTH, IDENTITY, GENERAL WELL-BEING AND SOCIAL AND LEGAL RIGHTS.

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE CALAMUS FOUNDATION INC
     
    C/O BLOOMSCHON CPAS LLC
    EIN:
    65-0508548
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY 13,393 28,580
    ACTIVISION BLIZZARD INC COM 14,012 12,806
    AIR PRODUCTS & CHEMICALS INC 32,227 44,013
    ALEXION PHARM INC. 50,463 46,245
    ALPHABET INC 30,346 51,780
    ANALOG DEVICES INC 31,224 42,914
    APPLE INC 21,181 43,378
    APTIV PLC COM 36,361 27,707
    ASML HOLDING 21,607 20,231
    BOSTON SCIENTIFIC CORP 17,711 38,874
    CORNING INC 16,328 36,252
    COSTCO WHOLESALE CORP 11,115 15,278
    C S X CORP 12,685 15,533
    DANAHER CORP 10,002 18,046
    EOG RES INC 15,108 30,524
    EXXON MOBIL CORP 20,614 17,048
    FACEBOOK INC COM 17,345 19,664
    FIRST TRUST MLP & ENERGY INCOME 121,240 114,395
    FORTIVE CORP COM 13,178 18,607
    GRACE W R & CO DEL 26,752 25,964
    HOME DEPOT INC COM 34,691 34,364
    HUBBELL INC - CL B 28,879 29,802
    JOHNSON & JOHNSON 25,672 25,810
    JP MORGAN CHASE & CO 12,115 58,572
    LAM RESEARCH CORP 21,375 20,426
    LIVANOVA PLC ORD 41,126 45,735
    MCDONALDS CORP 21,337 44,393
    MICROSOFT CORP 15,812 60,942
    MONDELEZ INTERNATIONAL INC 14,663 24,018
    MORGAN STANLEY 36,764 29,738
    NESTLE SA SPONSORED ADR 21,922 24,285
    NISOURCE INC 21,169 22,815
    OCCIDENTAL PETROLEUM CORP 18,506 16,880
    PFZIER INC 6,150 17,460
    RAYTHEON CO COM 37,257 30,670
    STRYKER CORP 21,058 35,269
    US BANCORP DEL COM NEW 15,646 41,130
    VISA INC COM CL A 23,451 39,582
    WELLS FARGO CO NEW COM 33,825 29,952

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE CALAMUS FOUNDATION INC
     
    C/O BLOOMSCHON CPAS LLC
    EIN:
    65-0508548
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DOUBLELINE TOTAL RETURN BOND FUND CLASS 1 AT COST 333,912 328,093
    ETF SERIES SOLUTIONS DEEP VALUE AT COST 133,703 164,863
    FIRST TR EXCHANGE TRADED FD IV NO AMER AT COST 14,341 12,656
    FIRST TR EXCHANGE TRADED FD IV NO AMER AT COST 2,157 1,931
    LONGLEAF INTERNATIONAL AT COST 129,742 131,640
    MATTHEWS ASIA DIVIDEND INSTL AT COST 76,740 83,737
    REMAINDER INTEREST - REAL PROPERTY AT COST 177,367 177,367
    VANGUARD INFLATION PROCTED SEC ADM CL AT COST 160,000 150,646
    WELLS FARGO ABSOULUTE RETURN INST AT COST 124,536 118,947

    TY 2018 LegalFeesSchedule
    Name:
    THE CALAMUS FOUNDATION INC
     
    C/O BLOOMSCHON CPAS LLC
    EIN:
    65-0508548
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,677 1,677   0


    TY 2018 OtherAssetsSchedule
    Name:
    THE CALAMUS FOUNDATION INC
     
    C/O BLOOMSCHON CPAS LLC
    EIN:
    65-0508548
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED DIVIDEND RECEIVABLE 4,457 3,278 3,278
    FEDERAL EXCISE TAX RECEIVABLE 4,302 1,657 1,657


    TY 2018 OtherExpensesSchedule
    Name:
    THE CALAMUS FOUNDATION INC
     
    C/O BLOOMSCHON CPAS LLC
    EIN:
    65-0508548
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT & ADVISORY FEES 47,038 47,038   0
    BANK CHARGES 399 399   0
    TELEPHONE 352 176   176
    OFFICE SUPPLIES & EXPENSE 1,716 858   858
    INSURANCE 2,764 1,382   1,382
    REPAIRS & MAINTENANCE 5,385 5,385   0
    STATE FEES 250 0   250
    INVESTMENT EXPENSES 737 737   0
    PAYROLL EXPENSE 1,884 942   942


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE CALAMUS FOUNDATION INC
     
    C/O BLOOMSCHON CPAS LLC
    EIN:
    65-0508548
    Description Beginning of Year - Book Value End of Year - Book Value
    NON DIVIDEND DISTRIBUTION - FIDELITY 6,918 8,974


    TY 2018 TaxesSchedule
    Name:
    THE CALAMUS FOUNDATION INC
     
    C/O BLOOMSCHON CPAS LLC
    EIN:
    65-0508548
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 825 825   0
    PAYROLL TAX 5,564 2,782   2,782
    FEDERAL EXCISE TAX 2,645 0   0