Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CALACE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1401 S OCEAN BLVD-APT 401
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOCA RATON, FL334328076
A Employer identification number

30-6267141
B Telephone number (see instructions)

(631) 880-0561
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,238,013J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 13,057 13,057 13,057
4 Dividends and interest from securities... 27,246 27,246 27,246
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
47,904
b Gross sales price for all assets on line 6a 419,080
7 Capital gain net income (from Part IV, line 2)... 129
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25 25 25
12 Total. Add lines 1 through 11........ 88,232 40,457 40,328
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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
List of Attached Documents:
// Content
5,157      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
9,555 9,555    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,114      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,826 9,555   0
25 Contributions, gifts, grants paid....... 139,350 139,350
26 Total expenses and disbursements. Add lines 24 and 25 155,176 9,555   139,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -66,944
b Net investment income (if negative, enter -0-) 30,902
c Adjusted net income (if negative, enter -0-)... 40,328
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 128,893 92,063 92,063
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 136,196 Click to see attachment
List of Attached Documents:
// Content
166,454 		157,556
b Investments—corporate stock (attach schedule)....... 924,599 Click to see attachment
List of Attached Documents:
// Content
846,293 		890,029
c Investments—corporate bonds (attach schedule)....... 84,781 Click to see attachment
List of Attached Documents:
// Content
103,138 		98,365
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,274,469 1,207,948 1,238,013
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,274,469 1,207,948
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
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)..... 1,274,469 1,207,948
30 Total liabilities and net assets/fund balances (see instructions). 1,274,469 1,207,948
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
1,274,469
2
Enter amount from Part I, line 27a .....................
2
-66,944
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,207,525
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
-423
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,207,948
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 129
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 430
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 430
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 430
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 430
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSUSAN CALACE-WILKLOW Telephone no.right arrow (631) 880-0561

Located atright arrow1401 S OCEAN BLVDBOCA RATONFL ZIP+4right arrow33432
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SUSAN CALACE-WILKLOW TRUSTEE
000.00 		0 0 0
1401 S OCEAN BLVD
BOCA RATON,FL33432
CAROL DURKIN TRUSTEE
000.00 		0 0 0
16 AUDUBON GATE
MILLER PLACE,NY11764
JANIS CALACE-ILIOHAN TRUSTEE
000.00 		0 0 0
63 COMMODORE CIRCLE
PORT JEFFERSON,NY11776
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE FOUNDATION'S DIRECT CHARITABLE ACTIVITIES CONSIST OF PROVIDING FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC AND RELIGIOUS DONATIONS. 139,350
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,109,366
b
Average of monthly cash balances.......................
1b
162,234
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,271,600
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
1,271,600
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
19,074
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,252,526
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
62,626
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
62,626
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
430
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
430
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
62,196
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
62,196
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
62,196
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
139,350
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
139,350
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 62,196
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 19,218
e From 2022...... 14,794
f Total of lines 3a through e ........ 34,012
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 139,350
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 62,196
e Remaining amount distributed out of corpus 77,154
5 Excess distributions carryover applied to 2023.    
(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 5 111,166
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		111,166
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 19,218
d Excess from 2022.... 14,794
e Excess from 2023.... 77,154
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

DOCTORS WITHOUT BORDERS
DOCTORS WITHOUT BRODERS
PO BOX 5030
PO BOX 5030
HAGERSTOWN,MD217415030 		NONE CHARITY CHARITABLE 2,500

WNYC (NEW YORK PUBLIC RADIO)
WNYC (NEW YOR PUBLIC RADIO)
PO BOX 1550
PO BOX 1550
NEW YORK,NY101161550 		NONE RADIO CHARITABLE 2,500

ST JOAN OF ARC CATHOLIC SCHOOL
ST JOAN OF ARC CATHOLIC SCHOOL
501 SW 3RD STREET
501 SW 3RD STREET
BOCA RATON,FL33432 		NONE EDUCATION CHARITABLE 1,500

JTM FOUNDATION
JTM FOUNDATION
75 NORTH COUNTRY RD
75 NORTH COUNTRY RD
PORT JEFFERSON,NY11777 		NONE HEALTHCARE CHARITABLE 100,000

YALE UNIVERSITY
YALE UNIVERSITY
157 CHURCH STREET
157 CHURCH STREET
NEW HAVEN,CT06510 		NONE EDUCATION CHARITABLE 350

CORNELL UNIVERSITY
CORNELL UNIVERSITY
PO BOX 752
PO BOX 752
ITHACA,NY148510752 		NONE EDUCATION SCHOLARSHIP 10,000

BOCA HELPING HANDS
BOCA HELPING HANDS
1500 NW 1ST CT
1500 NW 1ST CT
BOCA RATON,FL33432 		NONE CHARITY CHARITABLE 1,500

WLNR CH17 TV
WLNR CH17 TV
PO BOX 01-2500
PO BOX 01-2500
MIAMI,FL331012500 		NONE TV CHARITABLE 2,500

BOCA RATON REGIONAL HOSPITAL
BOCA RATON REGIONAL HOSPITAL
800 MEADOWS RD
800 MEADOWS RD
BOCA RATON,FL33486 		NONE HEALTHCARE CHARITABLE 5,000

SMILE TRAIN
SMILE TRAIN
633 3RD AVE 9TH FLOOR
633 3RD AVE 9TH FLOOR
NEW YORK,NY10017 		NONE HEALTHCARE CHARITABLE 2,500

AMERICAN RED CROSS
AMERICAN RED CROSS
PO BOX 37839
PO BOX 37839
BOONE,IA500370839 		NONE CHARITY CHARITABLE 500

THE SALVATION ARMY
THE SALVATION ARMY
615 SLATERS LANE
615 SLATERS LANE
ALEXANDRIA,VA22314 		NONE CHARITY CHARITABLE 500

GEORGIA INSTITUTE OF TECHNOLOGY
GEORGIA INSTITUTE OF TECHNOLOGY
NORTH AVENUE
NORTH AVENUE
ATLANTA,GA30332 		NONE EDUCATION CHARITABLE 5,000

MERCY CENTER MINISTRIES
MERCY CENTER MINISTRIES
436 WEST MAIN ST
436 WEST MAIN ST
PATCHOGUE,NY11772 		NONE CHARITY CHARITABLE 5,000
Total .................................right arrow 3a 139,350
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		        13,057
4 Dividends and interest from securities ....         27,246
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 .....         25
8 Gain or (loss) from sales of assets other than
inventory ............ 		        47,904
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) ..     88,232
13Total. Add line 12, columns (b), (d), and (e)..................
13
88,232
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES 5,157      

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

TY 2023 GainLossSaleOtherAssetsSch
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
MERRILL LYNCH ST COVERED   PURCHASE     100,540 95,076   3 5,461  
UBS GROUP AG NAMEN 2023-04 PURCHASE 2023-04   22 22        
MERRILL LYNCH LT COVERED   PURCHASE     295,197 251,905     43,292  
FHLMC SD 8129 02 2021-01 PURCHASE 2023-02   2,363 2,930     -567  
FNMA PMA4784 2022-09 PURCHASE 2023-02   4,679 4,797     -118  
FNMA PMA4684 2022-06 PURCHASE 2023-02   1,863 1,897     -34  
FNMA PMA4656 2022-06 PURCHASE     7,366 7,625     -259  
MERYLL LYNCH ST NON-COVERED   PURCHASE     6,921 6,921        

TY 2023 InvestmentsCorpBondsSchedule
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Name of Bond End of Year Book Value End of Year Fair Market Value
SHELL INTERNATIONAL 7,571 7,618
CITIGROUP INC. 7,887 7,743
WELLS FARGO & COMPANY 7,706 7,629
MORGAN STANLEY 4,892 4,778
ENTERPRISE PRODUCTS OPER 7,701 8,177
COMCAST CORP 8,174 7,895
JP MORGAN CHASE & CO 10,316 9,803
VERIZON COMMUNICATIONS 8,490 7,888
CVS HEALTH CORP 8,550 7,874
GOLDMAN SACHS GROUP 14,975 13,169
AMAZON.COM 8,536 7,633
AT&T INC. 8,340 8,158

TY 2023 InvestmentsCorpStockSchedule
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Name of Stock End of Year Book Value End of Year Fair Market Value
4 SHS ANSYS INC 802 1,452
71 SHRS A.P. MOELLER-MAERSK    
62 SHRS ABB LTD    
32 SHRS ADMIRAL GROUP    
6 SHRS ADOBE INC 2,137 3,580
20 SHRS ADVANCE AUTO PARTS    
36 SHRS AIRBUS SE    
87 SHRS AJINOMOTO CO LTD    
11 SHRS AKAMAI TECHNOLOGIES INC 862 1,302
9 SHRS ALBANY INTL CRP 663 884
7 SHRS ALBEMARLE CORP 676 1,011
49 SHRS ALCON SA 3,280 3,828
112 SHRS ALLIANZ SE SPD ADR    
9 SHRS ALIBABA GROUP HOLDING 756 698
45 SHRS ALLSTATE CORP 5,305 6,299
88 SHRS AMAZON COM INC 12,538 13,371
98 SHRS AMERICAN INTERNATIONAL 2,969 6,639
82 SHRS ANDRITZ AG 724 1,052
50 SHRS ANGLO AMERICAN PLC    
45 SHRS APPLE INC 5,187 8,664
25 SHRS APTIV PLC 1,899 2,243
86 SHRS ARCHER DANIELS MIDLD 3,721 6,211
95 SHRS ARCHROCK INC 492 1,463
9 SHRS ARROW ELECTRONICS 771 1,100
10 SHRS ASML HLDG 5,790 7,569
18 SHRS ATLAS COPCO    
9 SHRS ASTRAZENECA PLC 576 606
10 SHRS ATLASSIAN CORP PLC 2,247 2,379
41 SHRS AXA 1,068 1,340
45 SHRS BAE SYS PLC SPN ADR 1,930 2,602
7 SHRS BAIDU INC 790 834
158 BANCO BILBAO VIZCYA 1,220 1,439
398 SHS BANCO SANTANDER    
31 SHS BANDAI NAMCO HLDGS    
21 SHRS BANK HAPOALIM BM    
9 SHS BANK OF MONTREAL    
299 BARCLAYS PLC    
171BAXTER INTERNATIONAL 11,734 6,611
189 SHS BAYER AG    
66 SHRS BHP GROUP LTD 3,806 4,508
3 SHRS BIO RAD LABS CL A 1,053 967
28 SHRS BIOMARIN PHARMACEUTICALS    
16 SHRS BLACK KNIGHT HOLDCO CORP    
51 SHRS BNP PARIBAS SPONSORD ADR    
24 SHRS BORG WARNER INC 922 860
10 SHRS BOSTON PPTYS INC 988 702
37 SHRS BOX INC. 948 948
118 SHRS BP PLC 4,444 4,177
6,510.096 SHRS WESTERN ASSET SMASH    
60 SHRS BRENNTAG AG    
13 SHRS BROADCOM LTD    
12 SHRS CABOT CORP 586 1,002
103 SHS CAPCOM CO LTD 1,524 1,655
60 SHS CAPGEMINI SE 2,146 2,511
57 SHRS CARLSBERG AS SPONSORED AD 1,711 1,426
197 SHS CARREFOUR 669 735
17 SHRS CBRE GROUP INC 806 1,583
11 SHRS CENTENE CORP 798 816
183 SHRS JAPAN RAILWAY 2,204 2,317
162 SHRS CENTRICA PLC 1,275 1,176
20 SHRS CF INDS HLDGS INC. 642 1,590
6 SHS CHARLES RIVER LABS INTL 1,272 1,418
12 SHRS CHECK POINT SOFTWRE TECH 1,337 1,833
97 SHRS CIE FINANCIERE RICHEMONT 1,610 1,336
67 SHRS CIE GENERAL DES    
21 SHRS CIGNA CORP REG SHS 3,453 6,288
12 SHRS CIRRUS LOGIC INC. 726 998
117 SHRS CISCO SYSTEMS INC. 5,214 5,911
78 SHRS CNH INDUSTRIAL    
22 SHRS COCA-COLA EUROPACIFIC 1,410 1,468
36 SHRS COCA-COLA HBC AG 847 1,065
8 SHRSCOCHLEAR LTD-ADR 782 811
87 SHRS COGNIZANT TECH SOLUTIONS 5,005 6,571
3 SHRS COHERENT INC.    
147 SHRS COMCAST CORP NEW CL A 5,347 6,446
135 SHRS COMPAGNIE DE SAINT 1,627 1,991
226 SHRS CONAGRA BRANDS 6,823 6,477
9 SHS CONMED CORP 870 986
54 SHRS CONOCOPHILLIPS 1,892 6,268
29 SHRS COPT DEFENSE PROPERTIES 702 743
31 SHRS CORP OFFICE PPTYS    
129 SHRS COVESTRO AG    
10 SHRS CRACKER BARREL OLD COUNTRY 1,208 771
239 SHRS CRDT AGRICOLE SA    
28 SHS CRH PLC    
16 SHRS CSL LTD SHS ADR    
87 SHRS CVS HEALTH CORP 5,753 6,870
9 SHRS D R HORTON INC 498 1,368
94 SHRS DAI-ICHI LIFE INS    
198 SHRS DAIMLER AG    
75 SHRS DAITO TR CONSTRUCTION CO    
62 SHRS DAIWA HOUSE IND LTD ADR 1,655 1,869
7 SHS DARDEN RESTAURANTS INC. 807 1,150
21 SHRS DBS GROUP HOLDINGS 1,645 2,126
88 SHRS DENSO CP UNSPONSORED 1,297 1,315
123 SHS DEUTSCHE BK 1,303 1,667
105 SHS DEUTSCHE BOERSE 1,742 2,157
76 SHRS DEUTSCHE TELE AG 1,657 1,834
68 SHRS DEUTSCHE POST AG SHS    
37 SHRS DEXCOM INC.    
8 SHRS DIAGEO PLC SPSD ADR NEW 1,615 1,165
12 SHRS DIODES INC. 622 966
69 SHRS DISCOVER FINANCIAL SVCS    
66 SHRS WALT DISNEY CO COM STK 7,265 5,959
51 SHRS DOLLAR GENERAL 8,230 6,933
54 SHRS DOLLAR TREE INC. 5,499 7,671
47 SHRS DOVER CORP 7,863 7,229
67 SHRS DUKE ENERGY CORP 6,465 6,502
90 SHRS DUPONT DE NEMOURS INC. 6,526 6,924
381 SHRS E.ON SE ADR    
12 SHRS EASTMAN CHEMICAL CO COM 1,134 1,078
15 SHRS EATON CORP 2,371 3,612
110 SHRS EDISON INTL CALIF    
81 SHS EIFFAGE 1,477 1,736
4 SHRS ELI LILLY & CO 1,266 2,332
118 SHRS ENEOS HOLDINGS INC.    
114 SHRS ENGIE SHS    
65 SHRS ENTAIN PLC    
4 SHRS EQUINIX INC 1,673 3,222
54 SHS EQUINOR ASA    
115 SHRS EQUITY RESIDENTIAL 7,200 7,033
99 SHRS ERICSSON AMERICAN    
55 SHS ERSTE GROUP BK 864 1,124
11 SHRS EVOLUTION GAMING GROUP 1,326 1,314
110 SHRS FIDELITY NATL INFO SVCS 12,527 6,608
9 SHRS FIRSTCASH INC 538 976
24 SHRS FORMFACTOR INC. 919 1,001
161 SHS FUJI ELEC HOLDINGS 1,697 1,708
13 SHRS FUTU HOLDINGS LTD 826 710
13 SHRS GATX CORPORATION 989 1,563
19 SHRS GENMAB 412 605
28 SHRS GILDAN ACTIVEWEAR INC.    
53 SHRS GLAXOSMITHKLINE PLC ADR    
86 SHS GSK PLC    
132 SHRS HEIDELBERG MATERIAL 2,080 2,354
7 SHRS HERMES INTERNATIONAL 1,406 1,488
18 SHRS HEXCEL CORP NEW COM 759 1,327
108 SHRS HOLOGIC INC 8,352 7,717
18 SHRS HOME DEPOT INC    
38 SHRS HONDA MOTOR ADR NEW 1,051 1,175
45 SHRS HONEYWELL INTL INC DEL 9,205 9,437
20 SHRS HORACE MANN EDUCTRS NEW    
13 SHRS HOULIHAN LOKEY INC 627 1,559
27 SHRS HOYA CORP 3,651 3,362
56 HSBC HLDG PLC 1,527 2,270
42 SHRS HUDSON PAC PPTYS    
4 SHRS HUNTINGTON INGALLS INDS 991 1,039
47 SHRS HUSQVARNA AB    
3 SHRS ICON PLC 724 849
54 SHRS IHS MARKIT LTD SHS    
68 SHRS INDUSTRIA DE DISENO 1,416 1,489
17 SHRS INFINEON TECHS AG 621 711
46 SHRS INPEX CORP 670 614
12 SHRS INSPERITY INC 1,441 1,407
35 SHRS INTEL CORP 1,198 1,759
9 SHRS INTERCONTINENTAL 983 1,156
11 SHRS INTERCONTINENTIAL HOTELS 654 1,003
4 SHRS INTUIT INC 1,824 2,500
10 SHRS INTUITIVE SURGICAL 2,409 3,374
66 SHRS IPSEN SHS 1,842 1,967
157 SHS JBS SA SHS    
440 SHRS JD SPORTS FASHION PLC    
23 SHS JERONIMO MARTINS 950 1,167
41 SHRS JOHNSON AND JOHNSON COM 5,511 6,426
65 KB FINL GROUP INC SPN AD    
64 SHRS KBC GROUPPE SA 2,198 2,079
123 SHRS KDDI CORP SHS    
94 SHRS KESKO CORP    
48 SHRS KEYCORP NEW 859 691
125 SHRS KINGFISHER PLC    
102 SHRS KOMATSU NEW 2,730 2,648
47 SHRS KONE OYJ SHS 952 1,173
27 SHRS KONINKLIJKE AHOLD 655 775
33 SHRS L'OREAL CO 2,665 3,281
20 SHS LAUDER ESTEE COS 4,003 2,925
149 SHRS LEGRAND SA 2,887 3,098
11 SHRS LOGITECH INTERNATIONAL 1,018 1,046
32 SHRS LOWE'S COMPANIES 6,842 7,122
6 SHS LVMH MOET HENNESSY 817 975
14 MAGNA INTL INC.    
15 SHS MARSH & MCLENNAN COS 2,514 2,842
8 SHRS MARUBENI CORP 764 1,254
125 MAZDA MOTOR CORP 658 665
178 SHS MERCEDES BENZ GROUP    
59 SHRS MERCK AND CO INC SHS 4,270 6,432
24 META PLATFORMS 6,074 8,495
98 SHRS METLIFE INC.    
40 SHRS MICROSOFT CORP 9,840 15,042
117 SHRS MITSUBISHI ELEC    
85 SHRS MITSUI CHEMICALS INC.    
4 SHRS MITSUI CO    
3 SHRS MONOLITHIC PWR SYSTEMS 441 1,892
62 SHRS MONSTER BEVERAGE SHS 2,451 3,572
10 SHRS MOOG INC CL A 742 1,448
20 SHRS MOTOROLA SOLUTIONS INC. 3,431 6,262
70 SHRS MURATA MANUFACTURING CO    
34 SHRS MYRIAD GENETICS INC. 503 651
251 SHRS NATWEST GROUP PLC 1,577 1,413
26 SHRS NESTE OYJ    
9 SHRS NESTLE S A REP RG SH ADR 1,091 1,041
8 SHS NETEASE.COM 632 745
13 SHRS NETFLIX COM INC. 3,723 6,329
37 SHS NEXTERA ENERGY INC. 2,865 2,247
33 SHRS NEXT GROUP PLC    
7 SHS NICE LTD 1,366 1,397
49 SHRS NIDEC CORPORATION    
26 SHRS NIKE INC. 3,426 2,823
103 SHRS NINTENDO LTD 1,265 1,338
109 SHRS NIPPON TELG&TEL SPDN ADR    
77 NITTO DENKO CORP 2,752 2,867
120 SHRS NN GROUP NV    
332 SHRS NOKIA CORP    
44 SHRS NOMAD FOODS LTD    
200 SHRS NORSK HYDRO    
13 SHRS NORTHROP GRUMMAN CORP 4,497 6,086
49 SHRS NOVARTIS ADR 3,918 4,948
55 SHS NOVO NORDISK 3,228 5,690
21 SHRS NVIDIA 2,107 10,400
18 SHRS NXP SEMICONDUCTORS N.V.    
32 SHRS OMV AG ADR    
22 SHRS ON SEMICONDUCTOR CRP COM 507 1,838
23 SHRS OPEN TEXT CORP    
53 SHRS ORACLE CORP 0.01 DEL 2,722 5,588
81 SHRS ORASURE TECHS INC.    
266 SHS ORIGIN ENERGY LTD    
27 SHRS ORIX CORPORATION SP ADR 2,117 2,522
46 SHRS OVERSEA-CHINESE BANK 851 902
16 SHRS PALO ALTO NETWORKS INC 1,181 4,718
52 SHRS PAN PAC INTL HLDGS 913 1,234
313 SHRS PANASONIC HOLDINGS 3,708 3,080
24 SHRS PANDORA 649 830
16 SHRS PAPA JOHNS INTL INC 1,300 1,220
37 SHRS PAYPAL HOLDINGS INC. 5,394 2,272
36 SHRS PENN ENTERTAINMENT 978 937
25 SHS PERNOD RICARD    
35 SHRS PLAYTIKA HLDG CORP    
23 SHRS PRYSMIAN S.P.A, SHS 449 524
48 SHRS PUBLICIS GROUPE SPON 941 1,113
39 SHS QANTAS AIRWAYS 817 714
294 SHRS QBE INC GROUP LTD 3,012 2,941
20 SHRS QIAGEN NV EG SHS 898 867
34 SHRS RANDSTAD NV    
12 SHRS RAYMOND JAMES FINL INC 731 1,338
72 SHRS RAYTHEON CO DELAWARE NEW    
186 SHRS RED ELECTRICA CORP UNSPN    
79 SHRS RECKITT BENCKISER GROUP 1,270 1,085
132 SHRS REDEIA CORPORACION 1,372 1,084
10 SHRS REINSURANCE GROUP AMERICA 1,197 1,618
54 SHRS RELX PLC 1,517 2,142
185 SHRS RENESAS ELECTRONICS CORP 815 1,654
60 SHRS REPSOL YPF 911 891
7 SHRS REPUBLIC SERVICES INC 512 1,154
27 SHRS RIO TINTO PLC 1,978 2,010
72 SHRS ROCHE HLDG LTD SPN ADR 2,543 2,609
67 SHRS ROYAL DUTCH SHELL PLC    
79 SHRS RTX CORP 5,615 6,647
31 SHS RWE AG    
12 SHRS RYDER SYSTEM INC 457 1,381
9 SHS S&P GLOBAL INC. 2,544 3,965
16 SHRS SALESFORCE COM INC 3,856 4,210
107 SHRS SANDVIK AB    
34 SHRS SANOFI ADR 1,833 1,691
26 SHRS SAP SE SHS    
5 SHRS SBA COMMUNICATIONS CORP 1,031 1,268
32 SHRS SCHNEIDER ELEC SE    
38 SHRS SEA LTD.    
17 SHS SHELL PLC 1,030 1,119
11 SHS SHERWIN WILLIAMS 2,743 3,431
65 SHS SHIMANO INC.    
105 SHRS SHIN-ETSU CHEM-UNSPON 1,150 2,194
13 SHRS SIEMENS AG 980 1,216
48 SHRS SKF AB SPNSR KR12.50 ADR 848 962
20 SHRS SMITH A O CORP DEL 1,093 1,649
5 SHRS SNAP ON INC COM 880 1,444
196 SHS SOCIETE GENERAL    
166 SHRS SOFTBANK CORP    
58 SHRS SOMPOHOLDINGS 1,306 1,418
68 SHRS SONIC HEALTHCARE LTD    
20 SHRS SONOCO PRODUCTS CO 1,195 1,117
29 SHRS SONOVA HOLD AG UNSPOND 1,641 1,894
15 SHRS SONY GROUP CORP    
37 SHS SPIRIT AEROSYSTEMS 1,220 1,176
11 SHRS SPLUNK INC. 1,138 1,676
82 SHS STELLANTIS 1,116 1,912
18 SHRS STERICYCLE INC COM 949 892
51 SHRS STERLING BANCORP    
9 SHS STRYKER CORP 2,064 2,695
124 SHRS SWIRE PAC LTD SPSD ADR 1,073 1,043
82 SHRS SWITCH INC.    
17 SHRS SYNEOS HEALTH INC.    
21 SHRS TARGET CORP 2,576 2,991
19 SHRS TELEDYNE TECH INC 7,429 8,479
33 SHS TENARIS 906 1,147
8 SHRSTESLA INC 1,443 1,988
16 SHRS TEXAS INSTRUMENTS    
32 SHS THALES SA 804 945
9 SHRS THERMO FISHER SCIENTIFIC 3,340 4,777
68 SHRS TJX COS INC NEW 4,890 6,379
7 SHRS TOKYO ELECTRON LTD SHS    
65 SHRS TOKIO MARINE HOLDINGS 1,354 1,620
125 TOKYO GAS CO LTD 1,205 1,429
21 SHRS TOTALENERGIES SE    
8 SHRS TRACTORY SUPPLY CO    
203 SHRS TRUIST FINANCIAL CORP 8,746 7,495
58 SHRS UBER TECHNOLOGIES INC. 1,743 3,571
47 SHRS UIPATH INC. CL A    
14 SHRS ULTA BEAUTY INC.    
127 SHRS UNICREDITO SPA 1,480 1,730
49 SHRS UNILEVER PLC NEW ADR 2,768 2,376
12 SHRS UNION PACIFIC CORP 2,720 2,947
16 SHRS UNITED PARCEL SVC CL B 1,740 2,516
12 SHRS UNITEDHEALTH GROUP INC 5,446 6,318
41 SHS UNITY SOFTWARE INC.    
136 SHS UNIVERSAL MUSIC GROUP 1,569 1,943
34 SHRS UNTD OVERSEAS BK SPN ADR    
178 SHRS US BANCORP 9,565 7,704
173 SHRS VERIZON COMMUNICATNS COM 9,217 6,522
642 SHRS VIATRIS INC.    
53 SHS VINCI SA 1,381 1,672
32 SHRS VISA INC CL A SHRS 5,205 8,331
98 SHRS VIVENDI SHS    
74 SHS VOLVO    
5 SHRS W W GRAINGER INCORP 1,957 4,143
5 SHS WASTE CONNECTIONS INC.    
20 SHS WEBSTER FINANCIAL 781 1,015
6 SHRS WEC ENERGY GROUP INC SHS 406 505
WIX COM LTD 963 1,230
125 SHRS WH GROUP LTD SHS ADR    
17 SHRS WOLTERS KLUWR NV 1,989 2,423
55 SHRS WOLVERINE WORLD WIDE    
10 SHRS WOODWARD INC 851 1,361
29 HSRS WOORI FINANCIAL GROUP 860 876
11 SHRS WORKDAY INC CL A 2,388 3,037
70 SHRS YAMAHA MOTOR CO    
16 SHS ZOETIS INC. 2,370 3,158
364 SHRS ZOZO INC. SHS ADR    
65 SHS ZURICH INSURANCE GROUP    
265 SHRS 3I GROUP PLC SHS 2,160 4,121
22,393.9880 SHRS WESTERN ASSET SMSH 181,759 141,306
5,285.3180 SHRS WESTERN ASSET SMASH 48,676 49,682
8,170.0960 SHRS WESTERN ASSET SMASH 82,463 64,707

TY 2023 InvestmentsGovtObligationsSch
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
US Government Securities - End of Year Book Value:

166,454
US Government Securities - End of Year Fair Market Value:

157,556
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 OtherDecreasesSchedule
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Description Amount
BOOK TO TAX DIFFERENCES IN COST BASIS -423


TY 2023 OtherIncomeSchedule2
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NONDIVIDEND DISTRIBUTIONS 25 25 25


TY 2023 OtherProfessionalFeesSchedule
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY 9,555 9,555    


TY 2023 TaxesSchedule
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 296      
FOREIGN TAXES 818