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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$1,340,112J 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... 20,118 20,118  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 150,660
b Gross sales price for all assets on line 6a 969,902
7 Capital gain net income (from Part IV, line 2)... 150,660
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........ 170,778 170,778  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,000 12,000   2,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,322 197   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 17,022 17,022   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 20,775 20,501   274
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 54,119 49,720   2,274
25 Contributions, gifts, grants paid....... 390,000 390,000
26 Total expenses and disbursements. Add lines 24 and 25 444,119 49,720   392,274
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -273,341
b Net investment income (if negative, enter -0-) 121,058
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 37,430 36,645 36,645
2 Savings and temporary cash investments......... 63,495 37,357 37,357
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)....... 400,340 Click to see attachment312,906 568,082
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).......... 806,582 Click to see attachment647,721 697,700
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment-674 Click to see attachment328 Click to see attachment328
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,307,173 1,034,957 1,340,112
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 attachment558 Click to see attachment1,683
23 Total liabilities (add lines 17 through 22)......... 558 1,683
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,129,248 855,907
25 Net assets with donor restrictions............ 177,367 177,367
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
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)..... 1,306,615 1,033,274
30 Total liabilities and net assets/fund balances (see instructions). 1,307,173 1,034,957
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
1,306,615
2
Enter amount from Part I, line 27a .....................
2
-273,341
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,033,274
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 29 .
6
1,033,274
Form 990-PF (2020)
Form 990-PF (2020)
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 9145.994 WELLS FARGO   2013-07-15 2020-03-04
b 1844 ETF SERIES SOLUTIONSDEEP VALUE   2014-09-29 2020-03-13
c 2607.299 MATTHEWS ASIA DIVIDEND INSTL   2012-12-31 2020-03-27
d 2735.507 DOUBLELINE TOTAL RETURN BOND FD CL I   2018-12-07 2020-03-09
e 939 ETF SERIES SOLUTIONSDEEP VALUE   2014-09-26 2020-03-13
3174 FIRST TR MLP &ENERGY   2015-12-21 2020-12-07
89 ISHARES CORE S&P MID-CAP ETF   2020-03-13 2020-04-29
1119.403 LONGLEAF INTERNATL   2017-04-17 2020-04-29
543.872 VANGUARD INFLATION PROCTED SEC ADM CL   2017-04-18 2020-07-06
325 US BANCORP DEL   2009-05-13 2020-03-04
2133 FIRST TR MLP &ENERGY   2016-02-18 2020-12-07
2007 FIRST TR MLP &ENERGY   2016-02-17 2020-12-07
100 NESTLE ADR   2016-12-09 2020-08-14
450 NISOURCE INC   2020-02-27 2020-03-25
3 AMAZON.COM INC.   2020-01-09 2020-07-13
75 ZIMMER BIOMET HOLDINGS INC   2019-05-31 2020-03-06
250 PFIZER INC   2010-05-28 2020-06-24
40 MCDONALDS CORP   2009-09-11 2020-03-06
361 ETF SERIES SOLUTIONSDEEP VALUE   2014-09-25 2020-03-13
45 MCDONALDS CORP   2009-09-11 2020-03-30
25 BOEING CO   2019-12-11 2020-02-27
50 HUBBELL INC   2015-09-30 2020-02-07
5 ALPHABET INC   2015-01-29 2020-01-16
50 VISA INC   2016-12-20 2020-03-18
125 US BANCORP DEL   2009-05-13 2020-01-06
40 MICROSOFT CORP   2011-11-10 2020-04-29
125 GRACE(W. R.)8CO   2016-12-16 2020-02-28
35 BERKSHIRE HATHAWAY INC   2019-09-25 2020-05-04
250 CORNING INC   2013-02-08 2020-02-27
25 HOME DEPOT INC   2018-04-04 2020-05-18
30 MICROSOFT CORP   2011-11-10 2020-09-11
50 JPMORGAN CHASE & CO   2020-09-08 2020-11-25
100 TJX COMPANIES INC   2020-07-09 2020-11-11
30 STRYKER CORPORATION   2015-09-29 2020-06-10
4 ALPHABET INC   2015-01-29 2020-01-27
862 FIRST TR MLP &ENERGY   2015-12-21 2020-04-29
25 FACEBOOK INC   2016-11-14 2020-01-30
853 FIRST TR MLP &ENERGY   2016-02-19 2020-12-07
25 MICROSOFT CORP   2011-11-10 2020-07-23
109.218 AKRE FOCUS FUND INSTL   2020-03-27 2020-04-29
264.271 GMO ALTERNATIVE ALLOCATION FD I   2020-03-04 2020-04-29
417.014 GQG PARTNERS EMERG MARKETS   2020-03-27 2020-04-29
10 LAM RESEARCH CORP   2020-04-21 2020-12-14
20 HOME DEPOT INC   2019-12-04 2020-02-20
25 BERKSHIRE HATHAWAY INC   2019-10-08 2020-07-31
75 GRACE(W. R.)8CO   2016-12-16 2020-02-06
35 MOTOROLA SOLUTIONS INC   2019-11-04 2020-07-08
25 UNION PAC CORP   2019-06-17 2020-10-26
20 AIR PRODUCTS & CHEM   2019-12-05 2020-04-29
25 BERKSHIRE HATHAWAY INC   2019-09-25 2020-06-17
15 AIR PRODUCTS & CHEM   2016-01-28 2020-09-11
50 INSPIRE MED SYS INC   2020-04-03 2020-07-14
40 APPLE INC   2011-11-14 2020-09-11
175 BK OF AMERICA CORP   2020-03-04 2020-09-11
20 STRYKER CORPORATION   2015-09-29 2020-10-23
10 APPLE INC   2011-11-14 2020-08-05
15 AIR PRODUCTS & CHEM   2016-01-28 2020-11-11
15 ASML HOLDING NV   2020-03-18 2020-05-05
15 APPLE INC   2011-11-14 2020-04-29
60 PIONEER NATURAL RESOURCES CO   2019-11-06 2020-04-21
25 PARKER-HANNIFIN CORP   2020-02-07 2020-03-06
3 ALPHABET INC   2015-01-29 2020-05-21
15 APPLE INC   2011-11-14 2020-04-21
100 BOSTON SCIENTIFIC   2016-02-08 2020-09-11
75 COCA-COLA CO   2020-08-14 2020-12-18
20 STRYKER CORPORATION   2015-09-29 2020-04-29
35 ALEXION PHARM INC   2017-05-23 2020-04-29
10 OREILLY AUTOMOTIVE INC   2020-02-11 2020-04-20
100 BOSTON SCIENTIFIC   2016-02-08 2020-04-29
10 APPLE INC   2011-11-14 2020-06-24
15 AIR PRODUCTS & CHEM   2015-12-09 2020-05-21
25 MOTOROLA SOLUTIONS INC   2019-11-11 2020-07-28
35 JPMORGAN CHASE   2009-01-21 2020-04-29
25 ZIMMER BIOMET HOLDINGS INC   2019-05-31 2020-03-04
15 ICU MED INC   2019-08-21 2020-04-29
10 COOPER COS INC   2020-07-14 2020-09-11
20 UNION PAC CORP   2019-04-16 2020-04-29
15 MICROSOFT CORP   2011-11-10 2020-12-07
25 APPLE INC   2011-11-14 2020-09-03
30 ALEXION PHARM INC   2017-05-23 2020-09-11
20 ALEXION PHARM INC   2017-05-23 2020-12-14
15 DANAHER CORPORATION   2014-07-29 2020-09-11
10 COSTCO WHOLESALE CORP   2016-10-07 2020-04-29
1 AMAZON.COM INC.   2020-01-09 2020-07-14
15 MCDONALDS CORP   2009-09-11 2020-02-27
25 JPMORGAN CHASE & CO   2020-07-14 2020-11-25
15 STRYKER CORPORATION   2020-08-05 2020-09-11
15 VISA INC   2016-12-20 2020-09-11
10 ASML HOLDING NV   2020-02-27 2020-04-29
25 AMETEK INC   2019-05-17 2020-11-19
25 ANALOG DEVICES INC   2020-03-18 2020-08-19
15 UNION PAC CORP   2019-06-17 2020-09-11
15 L3HARRIS TECHNOLOGIES INC   2019-06-11 2020-04-29
15 ICU MED INC   2020-08-14 2020-09-11
15 BERKSHIRE HATHAWAY INC   2020-01-06 2020-04-29
15 L3HARRIS TECHNOLOGIES INC   2019-05-03 2020-12-08
10 HOME DEPOT INC   2018-04-04 2020-08-28
25 NESTLE ADR   2016-12-09 2020-06-22
25 ANALOG DEVICES INC   2020-02-27 2020-04-29
75 BOSTON SCIENTIFIC CORP   2020-03-04 2020-04-24
25 DISNEY WALT CO.   2020-01-24 2020-04-29
15 MICROSOFT CORP   2011-11-10 2020-02-11
10 NEXTERA ENERGY INC   2020-03-18 2020-09-30
10 NEXTERA ENERGY INC   2020-03-25 2020-09-30
15 VISA INC   2016-12-20 2020-04-29
10 AIR PRODUCTS & CHEM   2020-12-03 2020-12-07
25 NESTLE ADR   2016-12-09 2020-04-29
15 L3HARRIS TECHNOLOGIES INC   2019-05-03 2020-10-06
45 MONDELEZINTLINC   2020-07-14 2020-09-11
75 BOSTON SCIENTIFIC CORP   2020-12-03 2020-12-07
50 COCA-COLA CO   2020-09-01 2020-09-11
25 JPMORGAN CHASE & CO   2020-04-05 2020-09-11
25 JPMORGAN CHASE & CO   2020-08-14 2020-09-11
25 JPMORGAN CHASE & CO   2020-06-17 2020-09-11
25 PARKER-HANNIFIN CORP   2020-02-07 2020-03-18
25 PARKER-HANNIFIN CORP   2020-02-07 2020-03-18
20 APPLE INC   2011-11-14 2020-12-07
15 DANAHER CORPORATION   2014-07-29 2020-04-29
125 CORNING INC   2020-04-29 2020-05-15
25 JPMORGAN CHASE & CO   2020-03-06 2020-04-29
15 MOTOROLA SOLUTIONS INC   2019-11-11 2020-11-05
15 MOTOROLA SOLUTIONS INC   2019-11-27 2020-11-05
5 LAM RESEARCH CORP   2020-04-21 2020-12-18
75 CORNING INC   2020-04-29 2020-09-03
10 AIR PRODUCTS & CHEM   2019-12-09 2020-05-21
5 OREILLY AUTOMOTIVE INC   2020-02-11 2020-09-11
10 NEXTERA ENERGY INC   2020-03-18 2020-04-29
5 ASML HOLDING NV   2018-11-20 2020-12-07
10 STRYKER CORPORATION   2015-09-29 2020-12-22
45 MONDELEZ INTI INC   2012-09-17 2020-04-29
15 MOTOROLA SOLUTIONS INC   2019-11-04 2020-04-29
10 HOME DEPOT INC   2018-04-04 2020-04-29
15 ANALOG DEVICES INC   2020-10-02 2020-12-07
50 BOSTON SCIENTIFIC   2016-02-08 2020-02-11
25 AMETEK INC COM   2019-05-17 2020-04-29
15 SKYWORKS SOLUTIONS INC   2020-09-03 2020-11-30
15 PROCTER & GAMBLE CO   2020-05-27 2020-09-11
25 INSPIRE MED SYS INC   2020-04-14 2020-05-22
20 AMETEK INC   2019-05-17 2020-09-11
15 WALT DISNEY CO   2019-10-11 2020-09-11
10 FACEBOOK INC   2020-02-11 2020-04-29
5 OREILLY AUTOMOTIVE INC   2016-11-14 2020-04-29
10 BERKSHIRE HATHAWAY INC   2019-09-25 2020-07-31
5 ASML HOLDING NV   2020-03-18 2020-07-14
5 ASML HOLDING NV   2018-11-20 2020-07-14
50 PFIZER INC   2010-05-28 2020-04-29
15 PPG INDUSTRIES INC   2020-07-01 2020-09-11
10 MCDONALDS CORP   2009-09-11 2020-04-29
5 COSTCO WHOLESALE CORP   2016-10-07 2020-12-07
75 BK OF AMERICA CORP   2020-03-04 2020-04-29
20 FISERV INC   2020-08-13 2020-09-11
25 INSPIRE MED SYS INC   2020-04-14 2020-04-29
50 BOSTON SCIENTIFIC   2016-02-08 2020-04-24
5 ASML HOLDING NV   2018-11-20 2020-07-24
25 ASHLAND GLOBAL HLDGS   2019-10-18 2020-09-11
15 JPMORGAN CHASE   2009-01-21 2020-12-07
5 ASML HOLDING NV   2018-11-20 2020-09-11
20 INSPIRE MED SYS INC   2020-04-14 2020-07-01
25 PIONEER NATURAL RESOURCES CO   2019-12-06 2020-04-21
15 ANALOG DEVICES INC   2020-03-18 2020-05-20
50 BOSTON SCIENTIFIC   2016-02-08 2020-07-08
5 COOPER COS INC   2020-06-24 2020-12-07
15 ANALOG DEVICES INC   2014-10-10 2020-09-11
5 COSTCO WHOLESALE CORP   2016-10-07 2020-09-11
15 ANALOG DEVICES INC   2020-03-02 2020-04-29
5 COOPER COS INC   2020-06-24 2020-10-29
5 COOPER COS INC   2020-07-14 2020-10-29
10 MOTOROLA SOLUTIONS INC   2020-05-22 2020-11-05
25 ASHLAND GLOBAL HLDGS   2019-10-18 2020-04-29
5 BOEING CO   2019-12-11 2020-01-22
10 MOTOROLA SOLUTIONS INC   2019-11-11 2020-09-11
10 WALT DISNEY CO   2019-09-27 2020-12-07
5 LAM RESEARCH CORP   2020-09-09 2020-09-11
10 PPG INDUSTRIES INC   2020-07-01 2020-12-07
50 BK OF AMERICA CORP   2020-03-04 2020-12-07
50 BK OF AMERICA CORP   2020-03-29 2020-12-07
15 ENTERGY CORP   2020-08-13 2020-09-11
5 FACEBOOK INC   2016-11-14 2020-12-07
5 NEXTERA ENERGY INC   2020-03-18 2020-09-11
5 HOME DEPOT INC   2018-04-04 2020-09-11
5 HOME DEPOT INC   2018-11-21 2020-09-11
5 FACEBOOK INC   2016-11-14 2020-09-09
25 TJX COMPANIES INC   2020-07-09 2020-09-11
1 ALPHABET INC   2015-01-29 2020-04-29
5 FACEBOOK INC   2016-11-14 2020-09-11
25 COCA-COLA CO   2020-09-01 2020-12-18
25 COCA-COLA CO   2020-10-26 2020-12-18
25 COCA-COLA CO   2020-10-26 2020-12-07
10 WALT DISNEY CO   2019-09-27 2020-09-11
40 CORNING INC   2020-04-29 2020-09-11
15 STARBUCKS CORP COM   2020-07-15 2020-09-11
10 JPMORGAN CHASE & CO   2020-05-29 2020-12-07
5 STRYKER CORPORATION   2015-09-29 2020-12-07
10 FISERV INC, FISV, XXX-XX-XXXX   2020-11-05 2020-12-07
10 PROCTER & GAMBLE CO   2020-03-25 2020-04-29
20 MONDELEZ INTI INC   2012-09-17 2020-12-07
10 ANALOG DEVICES INC   2020-03-02 2020-05-20
5 DANAHER CORPORATION   2014-07-29 2020-12-07
10 ANALOG DEVICES INC   2020-03-18 2020-09-11
5 DANAHER CORPORATION   2014-07-29 2020-12-07
5 STRYKER CORPORATION   2020-08-05 2020-10-23
10 DISNEY WALT CO.   2019-10-11 2020-04-29
15 ASHLAND GLOBAL HLDGSINC   2019-10-18 2020-12-07
5 HOME DEPOT INC COM   2019-12-04 2020-04-29
5 MCDONALDS CORP   2009-09-11 2020-09-11
5 VISA INC   2016-12-20 2020-12-07
5 MCDONALDS CORP   2009-09-11 2020-12-07
25 BOSTON SCIENTIFIC   2016-02-08 2020-09-01
5 UNION PAC CORP   2019-06-17 2020-12-07
5 ICU MED INC   2020-12-03 2020-12-07
160 FIRST TR MLP &ENERGY   2016-02-18 2020-12-07
5 L3HARRIS TECHNOLOGIES INC   2019-05-03 2020-12-07
5 BERKSHIRE HATHAWAY INC   2019-09-25 2020-04-29
10 L3HARRIS TECHNOLOGIES INC   2019-08-25 2020-04-29
15 ASHLAND GLOBAL HLDGS   2020-02-06 2020-04-29
5 LAM RESEARCH CORP   2020-04-21 2020-08-13
5 L3HARRIS TECHNOLOGIES INC   2019-07-01 2020-10-06
5 SPDR GOLD TR GOLD SHS GLD   2020-04-24 2020-12-07
143 FIRST TR MLP &ENERGY   2016-02-17 2020-12-07
10 SPDR GOLD TR GOLD SHS GLD   2020-04-24 2020-09-11
10 L3HARRIS TECHNOLOGIES INC   2019-04-16 2020-02-27
10 L3HARRIS TECHNOLOGIES INC   2019-06-11 2020-09-11
5 UNION PAC CORP COM   2019-04-16 2020-09-11
15 ALEXION PHARM INC   2017-05-23 2020-12-07
5 SKYWORKS SOLUTIONS INC   2020-08-19 2020-12-07
10 ASHLAND GLOBAL HLDGS   2020-02-06 2020-09-11
10 NEXTERA ENERGY INC   2020-03-25 2020-12-07
5 PROCTER & GAMBLE CO   2020-05-27 2020-12-07
5 AMETEK INC   2019-05-17 2020-12-07
15 CORNING INC   2020-04-29 2020-12-07
5 ENTERGY CORP   2020-08-13 2020-12-07
5 STARBUCKS CORP COM   2020-07-15 2020-12-07
10 SKYWORKS SOLUTIONS INC   2020-08-19 2020-11-30
5 LAM RESEARCH CORP   2020-04-21 2020-04-29
10 CORNING INC   2020-04-29 2020-12-07
60 FIRST TR MLP &ENERGY   2016-02-19 2020-12-07
10 SKYWORKS SOLUTIONS INC   2020-09-03 2020-09-11
5 MONDELEZ INTL INC   2020-07-14 2020-12-07
(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 99,051   99,874 -823
b 38,760   44,841 -6,081
c 36,763   37,759 -996
d 30,200   28,367 1,833
e 19,737   22,871 -3,134
19,318   27,072 -7,754
15,105   13,702 1,403
15,000   16,836 -1,836
15,000   14,141 859
14,978   5,650 9,328
12,982   18,053 -5,071
12,215   16,579 -4,364
11,942   6,957 4,985
9,963   12,647 -2,684
9,372   5,699 3,673
9,272   8,514 758
8,042   3,844 4,198
7,769   2,176 5,593
7,588   8,810 -1,222
7,587   2,447 5,140
7,438   8,722 -1,284
7,278   4,236 3,042
7,233   2,518 4,715
7,206   3,909 3,297
7,205   2,173 5,032
7,013   1,053 5,960
6,925   8,360 -1,435
6,208   7,255 -1,047
6,190   3,072 3,118
6,145   4,366 1,779
6,101   789 5,312
6,095   5,198 897
6,026   4,998 1,028
6,024   2,808 3,216
5,727   2,015 3,712
5,314   7,611 -2,297
5,233   2,891 2,342
5,192   7,066 -1,874
5,076   658 4,418
5,000   4,455 545
5,000   5,177 -177
4,970   4,500 470
4,968   2,451 2,517
4,897   4,276 621
4,862   5,128 -266
4,665   5,016 -351
4,614   5,650 -1,036
4,598   4,126 472
4,584   4,605 -21
4,551   5,182 -631
4,520   1,627 2,893
4,487   2,394 2,093
4,460   546 3,914
4,448   4,902 -259
4,446   1,872 2,574
4,385   546 3,839
4,367   1,627 2,740
4,334   2,910 1,424
4,299   818 3,481
4,247   8,020 -3,773
4,242   5,202 0
4,211   1,511 2,700
4,043   818 3,225
4,025   1,599 2,426
3,974   3,635 339
3,843   1,872 1,971
3,800   3,668 132
3,730   3,896 -166
3,691   1,599 2,092
3,641   546 3,095
3,561   1,832 1,729
3,447   4,036 -589
3,428   707 2,721
3,409   2,838 571
3,346   2,466 880
3,275   2,847 428
3,263   3,362 -99
3,201   395 2,806
3,198   341 2,857
3,157   3,144 13
3,154   2,096 1,058
3,076   857 2,219
3,062   1,492 1,570
3,056   1,900 1,156
3,050   816 2,234
3,047   2,473 574
3,034   2,847 187
3,010   1,173 1,837
2,998   2,784 214
2,952   2,149 803
2,951   2,033 918
2,934   2,476 458
2,930   2,833 97
2,882   2,786 96
2,872   3,398 -526
2,854   2,693 161
2,851   1,746 1,105
2,812   1,739 1,073
2,803   2,829 -26
2,783   2,851 -68
2,770   3,530 -760
2,766   395 2,371
2,749   2,116 633
2,749   2,069 680
2,698   1,173 1,525
2,695   2,697 0
2,641   1,739 902
2,623   2,693 -70
2,585   2,335 250
2,563   2,542 21
2,548   2,451 97
2,523   2,673 0
2,523   2,570 0
2,523   2,530 -7
2,504   5,202 -2,698
2,504   5,732 -3,228
2,483   273 2,210
2,475   857 1,618
2,454   2,797 0
2,449   2,683 0
2,443   2,421 22
2,443   2,219 224
2,423   1,226 1,197
2,403   1,766 637
2,374   1,085 1,289
2,371   1,948 423
2,369   2,116 253
2,345   812 1,533
2,341   936 1,405
2,306   1,100 1,206
2,229   2,422 0
2,207   1,746 461
2,154   1,725 429
2,128   799 1,329
2,097   2,149 -52
2,085   2,135 -50
2,071   1,690 381
2,054   1,450 604
2,004   1,720 284
1,976   1,957 19
1,957   1,948 9
1,957   1,156 801
1,945   2,073 -128
1,942   970 972
1,942   812 1,130
1,905   769 1,136
1,904   1,591 313
1,883   544 1,339
1,864   746 1,118
1,859   2,101 0
1,859   1,992 -133
1,858   1,450 408
1,855   799 1,056
1,841   812 1,029
1,829   1,915 -86
1,824   303 1,521
1,798   812 986
1,785   1,160 625
1,769   3,326 -1,557
1,720   1,220 500
1,715   799 916
1,709   1,408 301
1,702   657 1,045
1,693   746 947
1,682   1,640 42
1,641   1,408 233
1,641   1,424 217
1,629   1,351 278
1,581   2,010 -429
1,536   1,744 -208
1,535   1,614 -79
1,530   1,296 234
1,472   1,516 -44
1,451   1,061 390
1,449   1,401 48
1,449   1,374 75
1,428   1,526 -98
1,427   578 849
1,390   1,058 332
1,384   873 511
1,384   850 534
1,370   578 792
1,352   1,249 103
1,343   504 839
1,335   578 757
1,325   1,226 99
1,325   1,248 77
1,319   1,248 71
1,318   1,296 22
1,282   942 340
1,275   1,129 146
1,216   976 240
1,182   468 714
1,174   1,022 152
1,171   1,030 141
1,165   489 676
1,146   1,093 53
1,139   286 853
1,135   813 322
1,127   286 841
1,112   949 163
1,108   1,305 -197
1,107   1,149 -42
1,104   1,069 35
1,091   272 819
1,063   391 672
1,038   272 766
1,032   400 632
1,021   825 196
987   970 17
974   1,354 -380
959   898 61
957   1,036 -79
1,954   1,975 -21
949   1,177 -228
901   226 675
874   908 -34
873   810 63
870   1,181 -311
823   621 202
808   840 -32
808   889 -81
808   815 -7
782   572 210
763   710 53
731   785 -54
730   517 213
686   563 123
587   430 157
564   336 228
531   504 27
505   376 129
390   486 -96
381   226 155
376   235 141
365   497 -132
357   423 0
291   259 32
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       -823
b       -6,081
c       -996
d       1,833
e       -3,134
      -7,754
      1,403
      -1,836
      859
      9,328
      -5,071
      -4,364
      4,985
      -2,684
      3,673
      758
      4,198
      5,593
      -1,222
      5,140
      -1,284
      3,042
      4,715
      3,297
      5,032
      5,960
      -1,435
      -1,047
      3,118
      1,779
      5,312
      897
      1,028
      3,216
      3,712
      -2,297
      2,342
      -1,874
      4,418
      545
      -177
      470
      2,517
      621
      -266
      -351
      -1,036
      472
      -21
      -631
      2,893
      2,093
      3,914
      -259
      2,574
      3,839
      2,740
      1,424
      3,481
      -3,773
      0
      2,700
      3,225
      2,426
      339
      1,971
      132
      -166
      2,092
      3,095
      1,729
      -589
      2,721
      571
      880
      428
      -99
      2,806
      2,857
      13
      1,058
      2,219
      1,570
      1,156
      2,234
      574
      187
      1,837
      214
      803
      918
      458
      97
      96
      -526
      161
      1,105
      1,073
      -26
      -68
      -760
      2,371
      633
      680
      1,525
      0
      902
      -70
      250
      21
      97
      0
      0
      -7
      -2,698
      -3,228
      2,210
      1,618
      0
      0
      22
      224
      1,197
      637
      1,289
      423
      253
      1,533
      1,405
      1,206
      0
      461
      429
      1,329
      -52
      -50
      381
      604
      284
      19
      9
      801
      -128
      972
      1,130
      1,136
      313
      1,339
      1,118
      0
      -133
      408
      1,056
      1,029
      -86
      1,521
      986
      625
      -1,557
      500
      916
      301
      1,045
      947
      42
      233
      217
      278
      -429
      -208
      -79
      234
      -44
      390
      48
      75
      -98
      849
      332
      511
      534
      792
      103
      839
      757
      99
      77
      71
      22
      340
      146
      240
      714
      152
      141
      676
      53
      853
      322
      841
      163
      -197
      -42
      35
      819
      672
      766
      632
      196
      17
      -380
      61
      -79
      -21
      -228
      675
      -34
      63
      -311
      202
      -32
      -81
      -7
      210
      53
      -54
      213
      123
      157
      228
      27
      129
      -96
      155
      141
      -132
      0
      32
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 2 150,660
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,683
c All other domestic foundations enter 1.39% 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 1,683
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 1,683
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 464
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,464
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 24
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 10 757
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet757 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 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. 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    LOUIS BRADBURY DIRECTOR
    0.00     		0 0 0
    201 TWO HOLES OF WATER ROAD
    EAST HAMPTON,NY11937
    JAMES M ROSENBERG DIRECTOR
    0.00     		0 0 0
    40 FIFTH AVENUE
    NEW YORK,NY10011
    JEFFREY B SOREF DIRECTOR
    0.00     		0 0 0
    10574 WYTON DRIVE
    LOS ANGELES,CA90024
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    1,440,558
    b
    Average of monthly cash balances.......................
    1b
    19,580
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,460,138
    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
    1,460,138
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    21,902
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,438,236
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    71,912
    Part XI
    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 X, line 6....................
    1
    71,912
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,683
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,683
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    70,229
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    70,229
    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
    70,229
    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
    392,274
    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
    392,274
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    392,274
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 70,229
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,003,720
    b From 2016...... 1,048,787
    c From 2017...... 1,391,394
    d From 2018...... 1,565,780
    e From 2019...... 1,133,560
    fTotal of lines 3a through e........ 6,143,241
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 392,274
    a Applied to 2019, 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 2020 distributable amount..... 70,229
    e Remaining amount distributed out of corpus 322,045
    5 Excess distributions carryover applied to 2020. 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 6,465,286
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		1,003,720
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		5,461,566
    10 Analysis of line 9:
    a Excess from 2016.... 1,048,787
    b Excess from 2017.... 1,391,394
    c Excess from 2018.... 1,565,780
    d Excess from 2019.... 1,133,560
    e Excess from 2020.... 322,045
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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
    C/O BLOOMSCHON - 375 N BROADWAY STE
    320
    JERICHO,NY11753
    (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 (2020)
    Form 990-PF (2020)
    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
    ALI FORNEY
    224 WEST 35TH STREET
    NEW YORK,NY10001     		NONE PUBLIC CHARITY SEE FOOTNOTE 60,000
    ASYLUM CONNECT
    40 RECTOR STREET
    NEW YORK,NY10006     		NONE PUBLIC CHARITY SEE FOOTNOTE 5,000
    BROADWAY CARES
    165 WEST 46TH STREET
    NEW YORK,NY10036     		NONE PUBLIC CHARITY SEE FOOTNOTESEE FOOTNOTESEE FOOTNOTE 5,000
    CONGREGATION BEIT SIMCHAT TORAH
    130 WEST 30TH STREET
    NEW YORK,NY10001     		NONE PUBLIC CHARITY SEE FOOTNOTE 10,000
    EDUCATIONAL ALLIANCE
    197 EAST BROADWAY
    NEW YORK,NY10002     		NONE PUBLIC CHARITY SEE FOOTNOTE 5,000
    GAY MEN'S HEALTH CRISIS
    307 WEST 38TH STREET
    NEW YORK,NY10018     		NONE PUBLIC CHARITY SEE FOOTNOTE 50,000
    GLSEN
    110 WILLIAM STREET 30TH FLOOR
    NEW YORK,NY10038     		NONE PUBLIC CHARITY SEE FOOTNOTE 5,000
    LESBIAN GAY BISEXUAL & TRANSGENDER COMMUNITY CENTER
    208 WEST 13TH STREET
    NEW YORK,NY10011     		NONE PUBLIC CHARITY SEE FOOTNOTE 105,000
    LGBT NETWORK
    125 KENNEDY DRIVE SUITE 100
    HAUPPAUGE,NY11788     		NONE PUBLIC CHARITY SEE FOOTNOTE 80,000
    NORTHWESTERN UNIVERSITYSGMH
    633 CLARK STREET
    EVANSTON,IL60208     		NONE PUBLIC CHARITY SEE FOOTNOTE 10,000
    PLANNED PARENTHOOD NEW YORK CITY
    26 BLEECKER ST
    NEW YORK,NY10012     		NONE PUBLIC CHARITY SEE FOOTNOTE 2,500
    SAFE HORIZONSTREETWORKS
    2 LAFAYETTE ST 3RD FLOOR
    NEW YORK,NY10007     		NONE PUBLIC CHARITY SEE FOOTNOTE 5,000
    SAGE
    305 SEVENTH AVENUE - 6TH FLOOR
    NEW YORK,NY10001     		NONE PUBLIC CHARITY SEE FOOTNOTE 5,000
    THE POINT FOUNDATION
    5055 WILSHIRE BLVD
    LOS ANGELES,CA90036     		NONE PUBLIC CHARITY SEE FOOTNOTE 27,500
    TRANSGENDER LEGAL DEFENSE AND EDUCATION FUND
    520 8TH AVENUE STE 2204
    NEW YORK,NY10018     		NONE PUBLIC CHARITY SEE FOOTNOTE 5,000
    URBAN JUSTICE CENTER (PETER CICCHINO YOUTH PROJECT)
    123 WILLIAM STREET 16TH FLOOR
    NEW YORK,NY10038     		NONE PUBLIC CHARITY SEE FOOTNOTE 10,000
    Total .................................bullet 3a 390,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 20,118  
    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 ............     		    18 150,660  
    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).. 0 170,778 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    170,778
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 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 12,000   2,000

    TY 2020 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 2020 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
    AIR PRODUCTS & CHEMICALS INC 15,829 25,956
    ALEXION PHARM INC. 12,756 19,530
    ALPHABET INC 6,044 21,023
    AMAZON.COM INC 15,009 26,055
    AMETEK INC 6,448 9,071
    ANALOG DEVICES INC 8,787 23,637
    APPLE INC 2,932 28,528
    ASHLAND GLOBAL HOLDINGS INC 11,890 12,672
    ASML HOLDING 3,248 9,754
    BK OF AMERICA 21,773 27,279
    BOSTON SCIENTIFIC CORP 15,201 24,266
    COCOA-COLA CO 9,693 10,968
    COOPER COS INC 8,366 10,900
    CORNING INC 2,982 4,860
    COSTCO WHOLESALE CORP 4,399 11,303
    DANAHER CORP 3,429 13,328
    DISNEY 17,252 25,365
    ENTERGY CORP 5,595 5,491
    FACEBOOK INC COM 2,891 6,829
    FISERV INC 14,322 15,940
    HOME DEPOT INC COM 10,267 14,609
    ICU MED 14,378 18,232
    JP MORGAN CHASE & CO 5,553 34,944
    L3 HARRIS TECHNOLOGIES 11,671 12,286
    LAM RESEARCH CORP 2,435 4,723
    MCDONALDS CORP 1,632 6,437
    MICROSOFT CORP 3,892 33,363
    MONDELEZ INTERNATIONAL INC 5,132 12,279
    NEXTERA ENERGY 3,621 5,401
    NORFOLK 5,257 5,940
    OREILLY AUTOMOTIVE INC 12,486 13,577
    PPG INDUSTRIES 8,262 12,259
    PROCTER AND GAMBLE INC 7,500 9,740
    REGENERON PHARMACEUTICALS 4,965 4,831
    SKYWORKS SOOLUTIONS 4,967 5,351
    STARBUCKS CORP 4,139 5,884
    STRYKER CORP 3,744 9,802
    UNION PACIFIC 9,078 11,452
    VISA INC COM CL A 5,081 14,217

    TY 2020 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
    AKRE FOCUS FUND AT COST 16,265 21,951
    DOUBLELINE TOTAL RETURN BOND FUND CLASS 1 AT COST 101,096 104,313
    FIRST TR EXCHANGE TRADED FD IV NO AMER AT COST 13,657 12,372
    FIRST TR EXCHANGE TRADED FD IV NO AMER AT COST 2,053 1,887
    GMO ALTERNATIVE AT COST 92,136 91,666
    GQG PARTNERS AT COST 8,690 14,457
    ISHARES GOLD TRUST AT COST 14,996 17,242
    ISHARES S&P AT COST 32,791 48,954
    LONGLEAF INTERNATIONAL AT COST 28,884 33,378
    LOOMIS SAYLES BOND AT COST 18,850 20,605
    REMAINDER INTEREST - REAL PROPERTY AT COST 177,367 177,367
    SPDR GOLD TR AT COST 9,724 10,702
    VANGUARD INFLATION PROCTED SEC ADM CL AT COST 120,035 130,746
    VANGUARD REAL ESTATE AT COST 11,177 12,060

    TY 2020 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 2,498 328 328
    WASH SALE ADJUSTMENT -3,172    


    TY 2020 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 17,006 17,006   0
    BANK CHARGES 286 286   0
    TELEPHONE 48 24   24
    OFFICE SUPPLIES & EXPENSE 621 621   0
    INSURANCE 2,092 2,092   0
    CHAR 500 250 0   250
    DUES & SUBSCRIPTIONS 472 472   0


    TY 2020 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
    FEDERAL EXCISE TAX PAYABLE 558 1,683


    TY 2020 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 197 197   0
    FEDERAL EXCISE TAX 2,125 0   0