Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
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$1,295,759J 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 9,219 9,219 9,219
4 Dividends and interest from securities... 25,902 25,902 25,902
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -13,053
b Gross sales price for all assets on line 6a 713,789
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain......... 5,298
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
7 7 7
12 Total. Add lines 1 through 11........ 22,075 35,128 40,426
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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
10,154 10,154    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,461 1,461    
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.......... 11,615 11,615   0
25 Contributions, gifts, grants paid....... 15,248 15,248
26 Total expenses and disbursements. Add lines 24 and 25 26,863 11,615   15,248
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,788
b Net investment income (if negative, enter -0-) 23,513
c Adjusted net income (if negative, enter -0-)... 40,426
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 92,063 56,351 56,351
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) 166,454 Click to see attachment
List of Attached Documents:
// Content
136,982 		125,607
b Investments—corporate stock (attach schedule)....... 846,293 Click to see attachment
List of Attached Documents:
// Content
829,907 		935,316
c Investments—corporate bonds (attach schedule)....... 103,138 Click to see attachment
List of Attached Documents:
// Content
182,590 		178,485
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) 1,207,948 1,205,830 1,295,759
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........... 1,207,948 1,205,830
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)..... 1,207,948 1,205,830
30 Total liabilities and net assets/fund balances (see instructions). 1,207,948 1,205,830
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
1,207,948
2
Enter amount from Part I, line 27a .....................
2
-4,788
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,203,160
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
-2,670
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,205,830
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a MERRILL LYNCH ST COVERED P    
b MERRILL LYNCH LT COVERED P    
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 118,375   113,077 5,298
b 595,289   613,765 -18,476
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       5,298
b       -18,476
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 -13,053
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 5,298
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) 1 327
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........................... 3 327
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- ..... 5 327
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 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 9 327
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
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 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
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 (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right 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. 15,249
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 (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,201,784
b
Average of monthly cash balances.......................
1b
89,451
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,291,235
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
1,291,235
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
19,369
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,271,866
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
63,593
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
63,593
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
327
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
327
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
63,266
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
63,266
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
63,266
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
15,248
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
15,248
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 63,266
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 19,218
d From 2022...... 14,794
e From 2023...... 77,154
f Total of lines 3a through e ........ 111,166
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 15,248
a Applied to 2023, 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 2024 distributable amount..... 15,248
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024. 48,018 48,018
(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 63,148
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		63,148
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 63,148
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

CORNELL UNIVERSITY
CORNELL UNIVERSITY
PO BOX 752
PO BOX 752
ITHACA,NY148510752 		NONE EDUCATION SCHOLARSHIP 5,000

PRINCETON UNIVERISTY
PRINCETON UNIVERSITY
22 CHAMBERS ST SUITE 201
22 CHAMBERS ST SUITE 201
PRINCETON,NJ08542 		NONE EDUCATION SCHOLARSHIP 5,000

MCGILL UNIVERSITY
MCGILL UNIVERSITY
1401 S OCEAN BLVD-APT 401
1401 S OCEAN BLVD-APT 401
BOCA RATON,FL334328076 		NONE EDUCATION SCHOLARSHIP 5,248
Total .................................right arrow 3a 15,248
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		        9,219
4 Dividends and interest from securities ....         25,902
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 .....         7
8 Gain or (loss) from sales of assets other than
inventory ............ 		        -13,053
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) ..     22,075
13Total. Add line 12, columns (b), (d), and (e)..................
13
22,075
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Name of Bond End of Year Book Value End of Year Fair Market Value
ALTRIA GROUP 2,579 2,469
AMAZON.COM 1,898 1,766
AMERICAN EXPRESS 2,853 2,842
AMGEN INC 2,753 2,653
ANTHEM INC 1,998 1,955
ASTRAZENECA PLC 2,977 2,971
AT&T INC. 2,013 1,957
ATHENE HOLDINGS 1,979 1,951
BOSTON PROPERTIES 2,894 2,887
BROADCOM CORP 2,985 2,953
CITIGROUP INC.    
COMCAST CORP 2,010 1,929
CSX CORP 2,921 2,900
CVS HEALTH CORP 1,959 1,938
DELL INT LLC 3,229 3,082
ENERGY TRANSFER PARTNERS 1,992 1,996
ENTERGY CORP 2,899 2,917
ENTERPRISE PRODUCTS OPER    
EVEREST REINSURANCE HOLDINGS 2,039 1,855
EXELON CORP 2,963 2,859
EXXON MOBIL CORP 2,980 2,991
FORD MOTOR CO 2,597 2,495
GENERAL MOTORS FINL CO 3,000 2,965
GLOBAL PAYMENTS INC 2,825 2,748
GOLDMAN SACHS GROUP 5,733 5,741
HONDA MOTOR CO LTD 2,902 2,867
HP INC 2,912 2,873
HUMANA INC 3,109 2,975
HUNTINGTON BANCSHARES 3,011 2,969
IQVIA INC 2,124 2,068
JEFFERIES FIN GROUP INC 3,211 3,092
JOHN DEERE CAPITAL CORP 3,074 3,015
JP MORGAN CHASE & CO 5,159 4,973
KEURIG DR PEPPER INC 2,977 2,878
KINDER MORGAN INC 3,066 2,990
L3HARRIS TECH INC 3,075 3,037
LOWE'S COS INC 2,707 2,606
LYB INT FINANCE III 3,138 2,943
METLIFE INC 3,200 3,032
MICRON TECH INC 2,189 2,129
MORGAN STANLEY 5,995 5,994
NEXTERA ENERGY CAPITAL 2,692 2,594
NVIDIA CORP 2,856 2,749
ORACLE CORP 3,534 3,520
PFIZER INVESTMENT 5,086 4,956
PHILIP MORRIS INTL INC 3,119 3,016
ROYAL BANK OF CANADA 2,977 2,931
SHELL INTERNATIONAL 2,338 2,177
SIMON PROPERTY GROUP LP 2,978 2,979
STARBUCKS INC 2,985 2,985
SYNCHRONY FINANCIAL 2,915 2,901
T-MOBILE USA INC 2,970 2,931
THERMO FISHER SCIENTIFIC 3,117 3,025
TORONTO-DOMINION BANK 3,793 3,779
TOYOTA MOTOR CREDIT CORP 2,945 2,903
TRUIST FINANCIAL CORP 2,956 2,834
VERIZON COMMUNICATIONS 1,962 1,853
VIRGINIA ELEC & POWER CO 2,963 2,955
WARNERMEDIA HOLDINGS INC 2,855 2,791
WELLS FARGO & COMPANY 10,540 10,394
WESTPAC BANKING CORP 3,084 2,951

TY 2024 InvestmentsCorpStockSchedule
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC SHS 1,595 4,339
ABB LTD 2,571 2,954
ACCENTURE PLC 2,389 2,814
ADIDAS AG SPONSORED ADR 1,516 1,583
ADOBE INC 2,353 2,223
AIRBNB INC 2,044 1,971
AKAMAI TECHNOLOGIES INC 1,927 2,104
ALBANY INTL CRP 592 640
ALBEMARLE CORP 812 689
ALCON SA 1,929 2,292
ALIBABA GROUP HOLDING    
ALLIANZ SE-UNSP 2,072 2,382
ALLSTATE CORP 4,360 7,133
ALPHABET INC 3,623 4,165
AMAZON COM INC 11,666 17,112
AMBEV SA SHS 1,330 1,082
AMERICAN INTERNATIONAL    
ANALOG DEVICES INC 6,971 6,799
ANDRITZ AG 680 775
ANSYS INC 2,061 2,699
APPLE INC 5,859 11,018
APTIV PLC    
ARCHER DANIELS MIDLD    
ARCHROCK INC 1,953 3,982
ARROW ELECTRONICS 1,883 2,036
ASAHI KASEI CORP ADR 881 851
ASML HLDG 6,507 7,624
ASSIC BRIT FOODS ADR NEW 870 791
ASTRAZENECA PLC 2,468 2,424
ATLASSIAN CORP PLC    
AXA    
BAE SYS PLC SPN ADR 1,476 1,886
BAIDU INC    
BANCO BILBAO VIZCYA 2,391 2,547
BAXTER INTERNATIONAL 11,192 5,074
BHP GROUP LTD 2,505 2,051
BIO RAD LABS CL A 2,620 2,628
BORG WARNER INC 1,032 858
BOSTON PPTYS INC    
BOX INC. 2,521 2,718
BP PLC    
BUREAU VERITAS ADR 2,229 2,110
BXP INC 2,546 2,305
CABOT CORP 1,810 2,191
CAPCOM CO LTD    
CAPGEMINI SE    
CARLSBERG AS SPONSORED AD 1,912 1,240
CARREFOUR 1,019 856
CBRE GROUP INC 2,795 4,464
CENTENE CORP 1,989 1,939
CENTRAL JAPAN RAILWAY 2,480 1,964
CENTRICA PLC 1,583 1,405
CF INDS HLDGS INC. 2,184 3,327
CHARLES RIVER LABS INTL 2,615 2,400
CHECK POINT SOFTWRE TECH 900 1,494
CHEVRON CORP 8,180 7,387
CIE FINANCIERE RICHEMONT    
CIGNA GROUP 3,151 5,247
CIRRUS LOGIC INC. 2,318 2,290
CISCO SYSTEMS INC. 6,164 8,051
COCA-COLA EUROPACIFIC    
COCA-COLA HBC AG 1,234 1,188
COCHLEAR LTD-ADR 782 717
COGNIZANT TECH SOLUTIONS 5,510 7,229
COMCAST CORP NEW CL A    
COMPAGNIE DE SAINT    
CONAGRA BRANDS 6,940 6,383
CONMED CORP 1,091 821
CONOCOPHILLIPS    
COPT DEFENSE PROPERTIES 653 836
CRACKER BARREL OLD COUNTRY    
CRH PLC 770 833
CSL LTD SHS 1,326 1,226
CVS HEALTH CORP 5,691 3,861
D R HORTON INC 1,721 1,957
DAIICHI SANKYO CO LTD 961 682
DAITO TR CONSTRUCTION CO 2,045 2,016
DAIWA HOUSE IND LTD ADR 1,522 1,750
DARDEN RESTAURANTS INC. 1,796 2,427
DBS GROUP HOLDINGS 1,574 2,817
DENSO CP UNSPONSORED    
DEUTSCHE BK 1,978 2,438
DEUTSCHE BOERSE    
DEUTSCHE TELE AG 2,056 2,597
DIAGEO PLC SPSD ADR NEW    
DIODES INC. 484 555
DOLLAR GENERAL    
DOLLAR TREE INC.    
DOVER CORP 6,482 7,316
DUKE ENERGY CORP 5,685 6,357
DUPONT DE NEMOURS 6,440 6,786
EASTMAN CHEMICAL CO COM 2,315 2,192
EATON CORP 2,036 4,314
EIFFAGE 2,428 2,095
ELECTRONIC ARTS INC 6,846 6,730
ELI LILLY & CO 1,706 3,088
ENEOS HOLDINGS INC. 1,358 1,232
ENGIE SHS 2,234 2,139
EQUINIX INC 1,673 3,772
EQUITY RESIDENTIAL 5,518 6,458
ERSTE GROUP BK    
EVOLUTION GAMING GROUP 1,206 769
EXXON MOBIL CORP 6,065 6,239
FERRARI NV 2,301 2,124
FIDELITY NATL INFO SVCS 8,687 6,704
FIRSTCASH INC 478 829
FORMFACTOR INC. 1,984 2,068
FUJI ELEC HOLDINGS    
FUTU HOLDINGS LTD    
GATX CORPORATION 2,637 3,874
GENMAB 809 689
GENUINE PARTS CO 7,742 6,072
GIVAUDAN SA UNSP 1,341 1,219
HEIDELBERG MATERIAL    
HERMES INTERNATIONAL 1,981 2,151
HERSHEY CO 7,272 5,927
HEXCEL CORP 1,786 2,195
HITACHI LTD 1,804 1,929
HOLOGIC INC 9,553 8,867
HONDA MOTOR ADR NEW    
HONEYWELL INTL INC DEL 10,014 11,069
HOULIHAN LOKEY INC 2,409 3,821
HOYA CORP 3,480 3,100
HSBC HLDG PLC    
HUNTINGTON INGALLS INDS 991 756
ICON PLC 2,631 2,097
INDUSTRIA DE DISENO 2,036 2,347
INFINEON TECHS AG    
INPEX CORP 597 513
INSPERITY INC 2,348 1,783
INTEL CORP    
INTERCONTINENTAL 874 1,192
INTERCONTINENTIAL HOTELS 1,489 2,124
INTUIT INC 3,151 3,771
INTUITIVE SURGICAL 1,814 4,176
IPSEN SHS 1,723 1,767
JACOBS SOLUTIONS INC 6,007 6,948
JERONIMO MARTINS    
JOHNSON AND JOHNSON COM 5,826 6,219
KANSAID ELEC PWR CO INC 2,261 1,551
KBC GROUPPE SA 2,127 2,391
KEYCORP NEW    
KOMATSU NEW 869 956
KONE OYJ SHS    
KONGSBERG GRUPPEN 2,023 2,085
KONINKLIJKE AHOLD 1,624 1,858
L'OREAL CO    
LAUDER ESTEE COS    
LEGRAND SA 1,212 1,178
LOGITECH INTERNATIONAL 1,872 1,729
LOOMIS SAYLES HI INCOME 37,548 37,212
LOOMIS SAYLES SECURITIZE 193,339 185,780
LOWE'S COMPANIES 5,771 6,664
LVMH MOET HENNESSY    
MAKITA CORP 863 825
MARSH & MCLENNAN COS 2,261 2,761
MARUBENI CORP    
MAZDA MOTOR CORP 1,191 724
MERCK AND CO INC SHS 4,843 6,067
META PLATFORMS 5,420 12,295
MICROSOFT CORP 9,150 14,752
MIDDLEBY CORP 2,403 2,438
MONOLITHIC PWR SYSTEMS 2,093 2,366
MONSTER BEVERAGE SHS 2,135 2,733
MOOG INC CL A 2,655 3,936
MOTOROLA SOLUTIONS INC.    
MYRIAD GENETICS INC. 566 507
NATWEST GROUP PLC 2,070 3,091
NESTLE S A REP RG SH ADR    
NETEASE.COM 1,470 1,517
NETFLIX COM INC. 2,375 8,022
NEXT GROUP PLC 1,426 1,427
NEXTERA ENERGY INC.    
NICE LTD 963 849
NIDEC CORPORATION 1,701 1,507
NIKE INC. 6,735 6,129
NINTENDO LTD    
NIPPON TELG&TEL SPDN ADR 429 397
NITTO DENKO CORP 2,564 3,022
NORTHROP GRUMMAN CORP 4,969 6,570
NOVARTIS ADR 4,310 5,060
NOVO NORDISK 2,597 3,269
NVIDIA 1,831 19,338
OLYMPUS CORP 1,341 1,265
ON SEMICONDUCTOR CRP COM 1,539 2,018
ORACLE CORP 0.01 DEL 2,305 7,166
ORIX CORPORATION SP ADR 1,617 1,912
OVERSEA-CHINESE BANK 777 1,030
PALO ALTO NETWORKS INC 832 4,003
PAN PAC INTL    
PANASONIC HOLDINGS    
PANDORA 842 1,302
PAPA JOHNS INTL INC 2,633 1,807
PAYPAL HOLDINGS INC. 5,977 3,841
PENN ENTERTAINMENT 936 674
PRYSMIAN S.P.A, SHS    
PUBLICIS GROUPE SPON    
QANTAS AIRWAYS    
QBE INC GROUP LTD 1,427 1,635
QIAGEN NV EG SHS 2,342 2,271
RAYMOND JAMES FINL INC 2,072 3,573
RECKITT BENCKISER GROUP    
REDEIA CORPORACION    
REINSURANCE GROUP AMERICA 2,877 3,632
RELX PLC    
RENESAS ELECTRONICS CORP    
REPSOL YPF    
REPUBLIC SERVICES INC 1,866 2,615
RIO TINTO PLC 3,601 3,117
ROCHE HLDG LTD SPN ADR    
ROYAL KPN 1,341 1,303
RTX CORP    
RYDER SYSTEM INC 2,028 3,608
S&P GLOBAL INC. 2,063 3,486
SALESFORCE COM INC 4,571 6,018
SANFRAN SA-UNSPON 2,174 2,126
SANOFI ADR    
SAP SE SHS 1,705 1,970
SBA COMMUNICATIONS CORP 2,430 2,242
SHELL PLC 3,707 3,258
SHERWIN WILLIAMS 2,467 3,399
SHIN-ETSU CHEM-UNSPON    
SIEMENS AG    
SINGAPORE EXCHANGE LTD 1,550 1,565
SKF AB SPNSR KR12.50 ADR    
SMITH A O CORP DEL 2,607 2,660
SNAP ON INC COM 2,256 3,395
SOMPOHOLDINGS 1,705 2,895
SONOCO PRODUCTS CO 1,949 1,661
SONOVA HOLD AG UNSPOND    
SONY GROUP CORP 3,017 3,470
SPDR US FINANCIAL 6,963 6,960
SPIRIT AEROSYSTEMS    
SPLUNK INC.    
SPOTIFY TECH 2,330 2,237
STARBUCKS CORP 1,034 1,004
STD CHARTERED 2,158 2,695
STELLANTIS    
STERICYCLE INC COM    
STRYKER CORP 2,064 3,240
SUBARU CORP 865 746
SUMITOMO CORP 2,558 2,516
SWIRE PAC LTD SPSD ADR    
TAIWAN S MANUFACTURING ADR 3,264 3,950
TARGET CORP 2,082 2,298
TDK CORP 885 1,231
TELEDYNE TECH INC 9,548 11,139
TELENOR ASA 1,149 1,014
TENARIS    
TESCO PLC 2,395 3,000
TESLA INC 2,197 4,038
TEVA PHARMACTCL INDS ADR 1,182 1,455
THALES SA    
THERMO FISHER SCIENTIFIC 2,773 3,642
TJX COS INC NEW    
TOKIO MARINE HOLDINGS 1,291 2,233
TOKYO ELECTRON LTD SHS 745 528
TOKYO GAS CO LTD    
TOTALENERGIES SE 1,366 1,090
TRAVELERS COS INC 5,775 7,227
TRUIST FINANCIAL CORP 7,400 7,678
UBER TECHNOLOGIES INC. 1,651 2,714
UBS GROUP 1,857 1,759
UNICREDITO SPA 1,720 2,797
UNILEVER PLC NEW ADR 2,597 2,608
UNION PACIFIC CORP 2,953 2,964
UNITED PARCEL SVC CL B    
UNITEDHEALTH GROUP INC 5,108 5,059
UNIVERSAL MUSIC GROUP 1,510 1,672
US BANCORP 8,217 7,366
VALMONT INDUSTRIES 1,088 1,227
VERIZON COMMUNICATNS COM    
VINCI SA 1,244 1,232
VISA INC CL A SHRS 5,554 10,113
W W GRAINGER INCORP 1,683 4,216
WALT DISNEY CO COM STK 8,300 8,797
WARTSILA OYJ 896 808
WEBSTER FINANCIAL 831 1,160
WEC ENERGY GROUP INC SHS 1,876 2,069
WESTERN ASSET SMASH    
WESTERN ASSET SMASH    
WESTERN ASSET SMSH    
WEX INC 2,493 2,104
WH GROUP LTD SHS ADR 1,270 1,170
WINTRUST FINL CP ILL 2,339 2,120
WIX COM LTD 1,273 2,575
WOLTERS KLUWR NV    
WOODWARD INC 2,436 3,162
WOORI FINANCIAL GROUP    
WORKDAY INC CL A 3,236 3,612
YOKOGAWA ELEC ADR 978 822
ZOETIS INC. 2,138 2,281

TY 2024 InvestmentsGovtObligationsSch
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
US Government Securities - End of Year Book Value:

136,982
US Government Securities - End of Year Fair Market Value:

125,607
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 OtherDecreasesSchedule
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Description Amount
BOOK TO TAX DIFFERENCES IN COST BASIS -2,670


TY 2024 OtherIncomeSchedule2
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NONDIVIDEND DISTRIBUTIONS 7 7 7


TY 2024 OtherProfessionalFeesSchedule
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY 10,154 10,154    


TY 2024 TaxesSchedule
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 315 315    
FOREIGN TAXES 716 716    
2023 INCOME TAX 430 430