Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE CALAMUS FOUNDATION INC
C/O BLOOMSCHON CPAS LLC
Number and street (or P.O. box number if mail is not delivered to street address)375 NORTH BROADWAY 320
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JERICHO, NY11753
A Employer identification number

65-0508548
B Telephone number (see instructions)

(516) 626-3992
C 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$364,572J 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      
4 Dividends and interest from securities... 11,192 11,192  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 386,700
b Gross sales price for all assets on line 6a 968,912
7 Capital gain net income (from Part IV, line 2)... 386,700
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 397,892 397,892  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
12,897 12,897   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,000 10,000   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,807 0   2,807
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,723 7,623   100
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,427 30,520   2,907
25 Contributions, gifts, grants paid....... 525,500 525,500
26 Total expenses and disbursements. Add lines 24 and 25 558,927 30,520   528,407
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -161,035
b Net investment income (if negative, enter -0-) 367,372
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 35,658 15,496 15,496
2 Savings and temporary cash investments......... 9,108 349,076 349,076
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)      
b Investments—corporate stock (attach schedule)....... 303,054 0 0
c Investments—corporate bonds (attach schedule).......      
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).......... 177,367 0 0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
-975 		Click to see attachment
List of Attached Documents:
// Content
-1,395 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 524,212 363,177 364,572
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 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........... 346,845 363,177
25 Net assets with donor restrictions............ 177,367 0
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)..... 524,212 363,177
30 Total liabilities and net assets/fund balances (see instructions). 524,212 363,177
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
524,212
2
Enter amount from Part I, line 27a .....................
2
-161,035
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
363,177
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
363,177
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 SALE OF APARTMENT P   2024-12-31
b ABBOTT LABORATORIES, ABT, XXX-XX-XXXX   2024-04-18 2024-07-16
c ABBOTT LABORATORIES, ABT, XXX-XX-XXXX   2024-04-18 2024-11-06
d ABBOTT LABORATORIES, ABT, XXX-XX-XXXX   2024-04-18 2024-11-11
e ABBOTT LABORATORIES, ABT, XXX-XX-XXXX   2024-05-20 2024-11-11
ABBOTT LABORATORIES, ABT, XXX-XX-XXXX   2024-06-06 2024-11-11
AIR PRODUCTS AND CHEMICALS INC, APD, XXX-XX-XXXX   2023-07-13 2024-01-29
AIR PRODUCTS AND CHEMICALS INC, APD, XXX-XX-XXXX   2023-07-17 2024-01-29
AIR PRODUCTS AND CHEMICALS INC, APD, XXX-XX-XXXX   2023-07-13 2024-04-10
AIR PRODUCTS AND CHEMICALS INC, APD, XXX-XX-XXXX   2023-08-03 2024-07-22
AIR PRODUCTS AND CHEMICALS INC, APD, XXX-XX-XXXX   2024-03-08 2024-11-11
AMAZON.COM INC, AMZN, XXX-XX-XXXX   2024-08-05 2024-11-06
ANALOG DEVICES INC COM USD0.16 2/3, ADI, XXX-XX-XXXX   2024-04-19 2024-05-23
ASHLAND INC COM, ASH, XXX-XX-XXXX   2023-03-11 2024-01-31
ASHLAND INC COM, ASH, XXX-XX-XXXX   2023-12-11 2024-09-18
ASML HOLDING NV EUR0.09 NY REGISTRY SHS, ASML, N07059210   2024-04-17 2024-11-06
ASML HOLDING NV EUR0.09 NY REGISTRY SHS, ASML, N07059210   2024-04-25 2024-11-06
ASML HOLDING NV EUR0.09 NY REGISTRY SHS, ASML, N07059210   2024-04-17 2024-11-11
ASML HOLDING NV EUR0.09 NY REGISTRY SHS, ASML, N07059210   2024-04-25 2024-11-11
ASML HOLDING NV EUR0.09 NY REGISTRY SHS, ASML, N07059210   2024-04-25 2024-11-11
ASTRAZENECA PLC SPONADR EACH REP 0.50 OR, AZN, XXX-XX-XXXX   2024-02-08 2024-07-16
ASTRAZENECA PLC SPONADR EACH REP 0.50 OR, AZN, XXX-XX-XXXX   2024-02-08 2024-08-22
BANK AMERICA CORP COM, BAC, XXX-XX-XXXX   2023-11-29 2024-05-20
CHEVRON CORP NEW COM, CVX, XXX-XX-XXXX   2023-10-16 2024-07-16
CHEVRON CORP NEW COM, CVX, XXX-XX-XXXX   2024-01-25 2024-11-11
COOPER COS INC COM, COO, XXX-XX-XXXX   2024-07-11 2024-07-16
COOPER COS INC COM, COO, XXX-XX-XXXX   2023-11-27 2024-08-29
COOPER COS INC COM, COO, XXX-XX-XXXX   2024-07-11 2024-08-29
COOPER COS INC COM, COO, XXX-XX-XXXX   2023-11-27 2024-11-06
DANAHER CORPORATION COM, DHR, XXX-XX-XXXX   2024-10-28 2024-11-06
DISNEY WALT CO COM, DIS, XXX-XX-XXXX   2024-05-08 2024-07-16
DISNEY WALT CO COM, DIS, XXX-XX-XXXX   2024-05-08 2024-11-06
DISNEY WALT CO COM, DIS, XXX-XX-XXXX   2024-05-08 2024-11-11
EOG RESOURCES INC, EOG, 26875P101   2023-02-08 2024-01-25
EOG RESOURCES INC, EOG, 26875P101   2023-02-24 2024-01-25
ICU MEDICAL INC, ICUI, 44930G107   2023-11-27 2024-11-11
JOHNSON &JOHNSON COMUSD1.00, JNJ, XXX-XX-XXXX   2023-04-24 2024-11-11
KEYSIGHT TECHNOLOGIES INC COMUSD0.01 WD, KEYS, 49338L103   2023-11-27 2024-04-19
KEYSIGHT TECHNOLOGIES INC COMUSD0.01 WD, KEYS, 49338L103   2023-11-14 2024-05-08
KEYSIGHT TECHNOLOGIES INC COMUSD0.01 WD, KEYS, 49338L103   2023-11-22 2024-05-08
KEYSIGHT TECHNOLOGIES INC COMUSD0.01 WD, KEYS, 49338L103   2023-11-27 2024-05-08
META PLATFORMS INC CLASS A COMMON STOCK, META, 30303M102   2024-04-29 2024-11-11
MONDELEZ INTL INC COM NPV, MDLZ, XXX-XX-XXXX   2024-10-31 2024-11-06
MONDELEZ INTL INC COM NPV, MDLZ, XXX-XX-XXXX   2024-10-31 2024-11-11
NESTLE ADR, NSRGY, XXX-XX-XXXX   2024-06-11 2024-07-16
NESTLE ADR, NSRGY, XXX-XX-XXXX   2024-06-11 2024-10-31
NESTLE ADR, NSRGY, XXX-XX-XXXX   2024-08-26 2024-10-31
NIKE INC CLASS B COMNPV, NKE, XXX-XX-XXXX   2024-01-26 2024-06-24
NIKE INC CLASS B COMNPV, NKE, XXX-XX-XXXX   2024-03-28 2024-06-24
NIKE INC CLASS B COMNPV, NKE, XXX-XX-XXXX   2024-03-28 2024-07-16
NIKE INC CLASS B COMNPV, NKE, XXX-XX-XXXX   2024-03-28 2024-08-07
NIKE INC CLASS B COMNPV, NKE, XXX-XX-XXXX   2024-04-15 2024-08-07
NVIDIA CORPORATION COM, NVDA, 67066G104   2023-10-31 2024-07-16
NVIDIA CORPORATION COM, NVDA, 67066G104   2024-08-07 2024-11-06
NVIDIA CORPORATION COM, NVDA, 67066G104   2024-08-07 2024-11-11
PROCTER AND GAMBLE CO COM, PG, XXX-XX-XXXX   2023-10-06 2024-06-11
PROCTER AND GAMBLE CO COM, PG, XXX-XX-XXXX   2023-12-15 2024-06-11
PROCTER AND GAMBLE CO COM, PG, XXX-XX-XXXX   2023-10-06 2024-07-16
REGENERON PHARMACEUTICALS INC, REGN, 75886F107   2024-10-22 2024-11-11
UNION PAC CORP COM, UNP, XXX-XX-XXXX   2024-04-03 2024-07-16
UNITEDHEALTH GROUP INC, UNH, 91324P102   2024-01-29 2024-11-11
ADOBE INC COM, ADBE, 00724F101   2022-10-13 2024-03-26
ADOBE INC COM, ADBE, 00724F101   2022-10-13 2024-04-29
ADVANCED MICRO DEVICES INC, AMD, XXX-XX-XXXX   2023-05-03 2024-07-16
ADVANCED MICRO DEVICES INC, AMD, XXX-XX-XXXX   2023-05-03 2024-08-05
AIR PRODUCTS AND CHEMICALS INC, APD, XXX-XX-XXXX   2023-07-13 2024-07-16
AIR PRODUCTS AND CHEMICALS INC, APD, XXX-XX-XXXX   2023-07-13 2024-07-22
AIR PRODUCTS AND CHEMICALS INC, APD, XXX-XX-XXXX   2023-08-03 2024-11-06
ALPHABET INC CAP STKCL C, GOOG, 02079K107   2015-01-29 2024-04-26
ALPHABET INC CAP STKCL C, GOOG, 02079K107   2022-11-15 2024-04-26
ALPHABET INC CAP STKCL C, GOOG, 02079K107   2015-01-29 2024-07-16
ALPHABET INC CAP STKCL C, GOOG, 02079K107   2015-01-29 2024-11-06
ALPHABET INC CAP STKCL C, GOOG, 02079K107   2015-01-29 2024-11-11
AMAZON.COM INC, AMZN, XXX-XX-XXXX   2023-04-17 2024-07-16
AMAZON.COM INC, AMZN, XXX-XX-XXXX   2023-04-28 2024-07-16
AMAZON.COM INC, AMZN, XXX-XX-XXXX   2023-04-17 2024-11-06
AMAZON.COM INC, AMZN, XXX-XX-XXXX   2020-01-30 2024-11-11
AMAZON.COM INC, AMZN, XXX-XX-XXXX   2022-10-31 2024-11-11
AMAZON.COM INC, AMZN, XXX-XX-XXXX   2023-02-14 2024-11-11
AMAZON.COM INC, AMZN, XXX-XX-XXXX   2023-04-17 2024-11-11
AMETEK INC COM, AME, XXX-XX-XXXX   2022-09-15 2024-07-16
AMETEK INC COM, AME, XXX-XX-XXXX   2022-09-15 2024-10-28
AMETEK INC COM, AME, XXX-XX-XXXX   2022-09-15 2024-11-06
AMETEK INC COM, AME, XXX-XX-XXXX   2019-05-17 2024-11-11
AMETEK INC COM, AME, XXX-XX-XXXX   2022-09-15 2024-11-11
ANALOG DEVICES INC COM USD0.16 2/3, ADI, XXX-XX-XXXX   2022-09-02 2024-07-16
ANALOG DEVICES INC COM USD0.16 2/3, ADI, XXX-XX-XXXX   2022-09-13 2024-11-06
ANALOG DEVICES INC COM USD0.16 2/3, ADI, XXX-XX-XXXX   2014-10-10 2024-11-11
ANALOG DEVICES INC COM USD0.16 2/3, ADI, XXX-XX-XXXX   2022-09-13 2024-11-11
APPLE INC, AAPL, XXX-XX-XXXX   2011-11-14 2024-07-16
APPLE INC, AAPL, XXX-XX-XXXX   2011-11-14 2024-11-06
APPLE INC, AAPL, XXX-XX-XXXX   2011-11-14 2024-11-11
ASHLAND INC COM, ASH, XXX-XX-XXXX   2022-09-24 2024-01-31
ASHLAND INC COM, ASH, XXX-XX-XXXX   2022-09-24 2024-07-16
ASHLAND INC COM, ASH, XXX-XX-XXXX   2019-10-24 2024-09-18
ASHLAND INC COM, ASH, XXX-XX-XXXX   2022-09-24 2024-09-18
ASHLAND INC COM, ASH, XXX-XX-XXXX   2023-07-07 2024-09-18
ASHLAND INC COM, ASH, XXX-XX-XXXX   2020-03-05 2024-09-19
ASML HOLDING NV EUR0.09 NY REGISTRY SHS, ASML, N07059210   2023-10-13 2024-11-11
ASTRAZENECA PLC SPONADR EACH REP 0.50 OR, AZN, XXX-XX-XXXX   2022-09-14 2024-08-22
ASTRAZENECA PLC SPONADR EACH REP 0.50 OR, AZN, XXX-XX-XXXX   2022-09-14 2024-11-06
ASTRAZENECA PLC SPONADR EACH REP 0.50 OR, AZN, XXX-XX-XXXX   2017-05-24 2024-11-11
ASTRAZENECA PLC SPONADR EACH REP 0.50 OR, AZN, XXX-XX-XXXX   2022-09-14 2024-11-11
BANK AMERICA CORP COM, BAC, XXX-XX-XXXX   2022-07-28 2024-05-20
BANK AMERICA CORP COM, BAC, XXX-XX-XXXX   2020-05-22 2024-07-16
BANK AMERICA CORP COM, BAC, XXX-XX-XXXX   2023-05-25 2024-07-16
BANK AMERICA CORP COM, BAC, XXX-XX-XXXX   2020-05-22 2024-11-06
BANK AMERICA CORP COM, BAC, XXX-XX-XXXX   2020-03-10 2024-11-11
BANK AMERICA CORP COM, BAC, XXX-XX-XXXX   2020-05-18 2024-11-11
BANK AMERICA CORP COM, BAC, XXX-XX-XXXX   2020-05-22 2024-11-11
CHEVRON CORP NEW COM, CVX, XXX-XX-XXXX   2023-10-16 2024-11-06
CHEVRON CORP NEW COM, CVX, XXX-XX-XXXX   2023-08-10 2024-11-11
CHEVRON CORP NEW COM, CVX, XXX-XX-XXXX   2023-08-30 2024-11-11
COCA-COLA CO, KO, XXX-XX-XXXX   2023-02-15 2024-07-16
COCA-COLA CO, KO, XXX-XX-XXXX   2023-02-15 2024-08-26
COCA-COLA CO, KO, XXX-XX-XXXX   2023-02-16 2024-08-26
COCA-COLA CO, KO, XXX-XX-XXXX   2023-02-16 2024-11-06
COCA-COLA CO, KO, XXX-XX-XXXX   2020-08-14 2024-11-11
COCA-COLA CO, KO, XXX-XX-XXXX   2023-02-16 2024-11-11
COOPER COS INC COM, COO, XXX-XX-XXXX   2022-03-09 2024-07-16
COOPER COS INC COM, COO, XXX-XX-XXXX   2022-03-09 2024-08-29
COOPER COS INC COM, COO, XXX-XX-XXXX   2022-07-28 2024-11-06
COOPER COS INC COM, COO, XXX-XX-XXXX   2022-05-10 2024-11-11
COOPER COS INC COM, COO, XXX-XX-XXXX   2022-06-27 2024-11-11
COOPER COS INC COM, COO, XXX-XX-XXXX   2022-07-28 2024-11-11
COSTCO WHOLESALE CORP COM USD0.01, COST, 22160K105   2016-11-08 2024-04-25
DANAHER CORPORATION COM, DHR, XXX-XX-XXXX   2022-03-07 2024-01-29
DANAHER CORPORATION COM, DHR, XXX-XX-XXXX   2022-03-07 2024-07-01
DANAHER CORPORATION COM, DHR, XXX-XX-XXXX   2022-04-25 2024-07-01
DANAHER CORPORATION COM, DHR, XXX-XX-XXXX   2022-04-25 2024-07-16
DANAHER CORPORATION COM, DHR, XXX-XX-XXXX   2014-07-29 2024-11-11
DANAHER CORPORATION COM, DHR, XXX-XX-XXXX   2023-03-07 2024-11-11
DANAHER CORPORATION COM, DHR, XXX-XX-XXXX   2023-04-20 2024-11-11
DISNEY WALT CO COM, DIS, XXX-XX-XXXX   2020-03-06 2024-01-02
DISNEY WALT CO COM, DIS, XXX-XX-XXXX   2022-07-28 2024-01-02
DISNEY WALT CO COM, DIS, XXX-XX-XXXX   2022-07-28 2024-11-11
DISNEY WALT CO COM, DIS, XXX-XX-XXXX   2022-12-02 2024-11-11
DISNEY WALT CO COM, DIS, XXX-XX-XXXX   2022-12-27 2024-11-11
FISERV INC COM STK USD0.01, FI, XXX-XX-XXXX   2021-11-11 2024-07-16
FISERV INC COM STK USD0.01, FI, XXX-XX-XXXX   2020-08-13 2024-11-06
FISERV INC COM STK USD0.01, FI, XXX-XX-XXXX   2021-11-11 2024-11-06
FISERV INC COM STK USD0.01, FI, XXX-XX-XXXX   2020-08-13 2024-11-11
HOME DEPOT INC, HD, XXX-XX-XXXX   2022-04-01 2024-07-16
HOME DEPOT INC, HD, XXX-XX-XXXX   2022-04-01 2024-11-06
HOME DEPOT INC, HD, XXX-XX-XXXX   2018-11-21 2024-11-11
HOME DEPOT INC, HD, XXX-XX-XXXX   2022-04-06 2024-11-11
HOME DEPOT INC, HD, XXX-XX-XXXX   2023-05-19 2024-11-11
ICU MEDICAL INC, ICUI, 44930G107   2022-07-25 2024-07-11
ICU MEDICAL INC, ICUI, 44930G107   2019-08-21 2024-07-16
ICU MEDICAL INC, ICUI, 44930G107   2022-07-25 2024-07-16
ICU MEDICAL INC, ICUI, 44930G107   2019-08-21 2024-09-24
ICU MEDICAL INC, ICUI, 44930G107   2019-08-21 2024-11-06
ICU MEDICAL INC, ICUI, 44930G107   2019-08-21 2024-11-11
ICU MEDICAL INC, ICUI, 44930G107   2022-11-30 2024-11-11
ICU MEDICAL INC, ICUI, 44930G107   2023-09-13 2024-11-11
JOHNSON &JOHNSON COMUSD1.00, JNJ, XXX-XX-XXXX   2023-03-16 2024-04-17
JOHNSON &JOHNSON COMUSD1.00, JNJ, XXX-XX-XXXX   2023-03-16 2024-04-18
JOHNSON &JOHNSON COMUSD1.00, JNJ, XXX-XX-XXXX   2023-03-20 2024-04-18
JPMORGAN CHASE &CO. COM, JPM, 46625H100   2009-01-21 2024-07-16
JPMORGAN CHASE &CO. COM, JPM, 46625H100   2009-01-21 2024-11-06
JPMORGAN CHASE &CO. COM, JPM, 46625H100   2009-01-21 2024-11-08
JPMORGAN CHASE &CO. COM, JPM, 46625H100   2009-01-21 2024-11-11
KEYSIGHT TECHNOLOGIES INC COMUSD0.01 WD, KEYS, 49338L103   2023-03-13 2024-04-19
LINDE PLC COM EUR0.001, LIN, G54950103   2022-09-13 2024-07-16
LINDE PLC COM EUR0.001, LIN, G54950103   2022-09-13 2024-11-06
LINDE PLC COM EUR0.001, LIN, G54950103   2022-07-06 2024-11-11
LINDE PLC COM EUR0.001, LIN, G54950103   2022-09-13 2024-11-11
MCDONALD S CORP, MCD, XXX-XX-XXXX   2021-01-22 2024-07-16
MCDONALD S CORP, MCD, XXX-XX-XXXX   2009-09-11 2024-11-06
MCDONALD S CORP, MCD, XXX-XX-XXXX   2009-09-11 2024-11-11
MICROSOFT CORP, MSFT, XXX-XX-XXXX   2022-10-26 2024-07-16
MICROSOFT CORP, MSFT, XXX-XX-XXXX   2023-01-25 2024-07-16
MICROSOFT CORP, MSFT, XXX-XX-XXXX   2011-12-06 2024-11-06
MICROSOFT CORP, MSFT, XXX-XX-XXXX   2023-01-25 2024-11-06
MICROSOFT CORP, MSFT, XXX-XX-XXXX   2011-12-06 2024-11-11
NEXTERA ENERGY INC COM USD0.01, NEE, 65339F101   2023-01-25 2024-04-19
NEXTERA ENERGY INC COM USD0.01, NEE, 65339F101   2023-02-14 2024-04-19
NEXTERA ENERGY INC COM USD0.01, NEE, 65339F101   2022-01-26 2024-07-16
NEXTERA ENERGY INC COM USD0.01, NEE, 65339F101   2023-02-14 2024-07-16
NEXTERA ENERGY INC COM USD0.01, NEE, 65339F101   2022-01-26 2024-11-06
NEXTERA ENERGY INC COM USD0.01, NEE, 65339F101   2020-03-25 2024-11-11
NEXTERA ENERGY INC COM USD0.01, NEE, 65339F101   2022-01-26 2024-11-11
NEXTERA ENERGY INC COM USD0.01, NEE, 65339F101   2022-04-25 2024-11-11
NEXTERA ENERGY INC COM USD0.01, NEE, 65339F101   2023-10-03 2024-11-11
NIKE INC CLASS B COMNPV, NKE, XXX-XX-XXXX   2022-10-04 2024-08-07
NVIDIA CORPORATION COM, NVDA, 67066G104   2023-10-31 2024-11-11
PROCTER AND GAMBLE CO COM, PG, XXX-XX-XXXX   2022-08-26 2024-06-11
PROCTER AND GAMBLE CO COM, PG, XXX-XX-XXXX   2022-11-03 2024-11-06
PROCTER AND GAMBLE CO COM, PG, XXX-XX-XXXX   2023-10-06 2024-11-06
PROCTER AND GAMBLE CO COM, PG, XXX-XX-XXXX   2020-03-25 2024-11-11
PROCTER AND GAMBLE CO COM, PG, XXX-XX-XXXX   2020-05-27 2024-11-11
PROCTER AND GAMBLE CO COM, PG, XXX-XX-XXXX   2022-11-03 2024-11-11
TJX COMPANIES INC, TJX, XXX-XX-XXXX   2021-06-24 2024-03-28
TJX COMPANIES INC, TJX, XXX-XX-XXXX   2021-06-28 2024-03-28
TJX COMPANIES INC, TJX, XXX-XX-XXXX   2021-06-28 2024-06-06
TJX COMPANIES INC, TJX, XXX-XX-XXXX   2021-07-19 2024-07-16
TJX COMPANIES INC, TJX, XXX-XX-XXXX   2021-07-19 2024-11-06
TJX COMPANIES INC, TJX, XXX-XX-XXXX   2021-07-19 2024-11-11
UNION PAC CORP COM, UNP, XXX-XX-XXXX   2022-11-25 2024-11-06
UNION PAC CORP COM, UNP, XXX-XX-XXXX   2022-11-25 2024-11-11
UNION PAC CORP COM, UNP, XXX-XX-XXXX   2023-02-24 2024-11-11
VISA INC, V, 92826C839   2022-11-03 2024-07-16
VISA INC, V, 92826C839   2022-11-03 2024-11-06
VISA INC, V, 92826C839   2022-11-03 2024-11-11
(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 305,056   177,367 127,689
b 1,028   1,050 -22
c 2,319   2,099 220
d 5,263   4,723 540
e 1,754   1,553 201
2,924   2,614 310
1,301   1,490 -189
2,601   2,982 -381
2,364   2,980 -616
1,278   1,436 -158
4,677   3,672 1,005
3,060   2,434 626
3,553   2,791 762
947   994 -47
1,321   1,246 75
2,636   3,642 0
659   901 0
2,010   3,222 -1,212
1,340   1,802 -462
1,340   1,849 -509
1,572   1,245 327
4,273   3,113 1,160
3,938   3,038 900
1,577   1,656 -79
3,908   3,683 225
448   440 8
1,569   1,262 307
2,615   2,200 415
2,545   2,103 442
2,481   2,450 31
1,478   1,582 -104
1,968   2,110 -142
1,508   1,582 -74
1,138   1,289 -151
2,845   2,833 12
3,592   1,704 1,888
2,158   2,433 -275
2,188   2,049 139
1,482   1,283 199
1,482   1,359 123
1,482   1,366 116
5,833   4,300 1,533
997   1,035 -38
5,615   5,864 -249
517   527 -10
4,226   4,742 -516
2,348   2,641 -293
2,915   3,085 -170
486   470 16
727   939 -212
729   939 -210
2,551   3,266 -715
1,892   602 1,290
5,035   3,498 1,537
6,532   4,498 2,034
835   713 122
1,669   1,432 237
1,668   1,426 242
4,123   4,738 -615
2,431   2,420 11
9,386   7,563 1,823
2,528   1,453 1,075
4,779   2,906 1,873
884   408 476
6,108   3,674 2,434
1,335   1,490 -155
1,278   1,490 -212
1,526   1,436 90
1,739   252 1,487
1,739   994 745
2,788   378 2,410
4,426   630 3,796
20,011   2,770 17,241
965   516 449
965   527 438
1,020   516 504
8,252   3,721 4,531
4,126   2,062 2,064
4,126   1,979 2,147
3,094   1,548 1,546
1,755   1,210 545
3,362   2,420 942
2,841   1,815 1,026
12,445   5,588 6,857
957   605 352
1,212   756 456
2,257   1,504 753
9,851   1,971 7,880
2,189   1,504 685
2,346   136 2,210
4,484   273 4,211
20,078   1,227 18,851
1,420   1,438 -18
973   959 14
880   763 117
1,321   1,438 -117
1,321   1,223 98
4,402   3,488 914
5,359   4,800 559
855   589 266
963   883 80
3,240   2,386 854
2,268   2,060 208
1,969   1,684 285
1,107   565 542
1,107   702 405
2,247   1,130 1,117
5,774   2,771 3,003
2,309   1,128 1,181
3,464   1,695 1,769
2,368   2,483 -115
7,816   8,057 -241
1,563   1,605 -42
1,605   1,485 120
1,414   1,188 226
2,121   1,778 343
1,584   1,482 102
7,617   5,816 1,801
317   296 21
1,793   1,940 0
2,092   1,906 186
509   401 108
4,125   3,186 939
2,062   1,604 458
7,734   6,017 1,717
5,063   1,023 4,040
1,158   1,156 2
2,446   2,311 135
1,223   1,133 90
1,256   1,133 123
7,264   1,514 5,750
2,421   2,195 226
2,421   2,196 225
907   1,137 -230
1,361   1,545 -184
2,513   2,575 -62
2,513   2,482 31
2,513   2,183 330
1,566   1,003 563
2,089   996 1,093
1,044   502 542
15,024   6,973 8,051
1,844   1,511 333
3,842   3,022 820
8,214   3,399 4,815
4,107   2,969 1,138
2,053   1,458 595
1,926   2,562 -636
662   822 -160
662   854 -192
3,520   3,288 232
1,777   1,644 133
898   822 76
1,796   1,554 242
4,491   3,142 1,349
2,877   3,078 -201
4,338   4,617 -279
3,615   3,827 -212
3,189   303 2,886
6,121   505 5,616
1,189   101 1,088
26,400   2,221 24,179
1,459   1,544 -85
2,227   1,454 773
2,302   1,454 848
2,281   1,363 918
2,281   1,454 827
1,280   1,060 220
1,469   272 1,197
7,546   1,360 6,186
4,493   2,350 2,143
2,247   1,169 1,078
4,165   258 3,907
2,082   1,169 913
33,537   2,061 31,476
1,285   1,539 -254
321   377 -56
1,082   1,116 -34
721   755 -34
1,475   1,488 -13
3,417   2,328 1,089
759   744 15
1,898   1,822 76
3,796   2,591 1,205
2,551   3,070 -519
19,597   5,416 14,181
2,504   2,144 360
807   659 148
807   713 94
6,674   4,120 2,554
834   563 271
2,503   1,978 525
4,583   2,995 1,588
509   332 177
2,139   1,328 811
575   329 246
1,143   658 485
4,127   2,305 1,822
3,670   3,217 453
8,500   7,506 994
6,072   4,840 1,232
1,342   984 358
1,529   984 545
4,662   2,952 1,710
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       127,689
b       -22
c       220
d       540
e       201
      310
      -189
      -381
      -616
      -158
      1,005
      626
      762
      -47
      75
      0
      0
      -1,212
      -462
      -509
      327
      1,160
      900
      -79
      225
      8
      307
      415
      442
      31
      -104
      -142
      -74
      -151
      12
      1,888
      -275
      139
      199
      123
      116
      1,533
      -38
      -249
      -10
      -516
      -293
      -170
      16
      -212
      -210
      -715
      1,290
      1,537
      2,034
      122
      237
      242
      -615
      11
      1,823
      1,075
      1,873
      476
      2,434
      -155
      -212
      90
      1,487
      745
      2,410
      3,796
      17,241
      449
      438
      504
      4,531
      2,064
      2,147
      1,546
      545
      942
      1,026
      6,857
      352
      456
      753
      7,880
      685
      2,210
      4,211
      18,851
      -18
      14
      117
      -117
      98
      914
      559
      266
      80
      854
      208
      285
      542
      405
      1,117
      3,003
      1,181
      1,769
      -115
      -241
      -42
      120
      226
      343
      102
      1,801
      21
      0
      186
      108
      939
      458
      1,717
      4,040
      2
      135
      90
      123
      5,750
      226
      225
      -230
      -184
      -62
      31
      330
      563
      1,093
      542
      8,051
      333
      820
      4,815
      1,138
      595
      -636
      -160
      -192
      232
      133
      76
      242
      1,349
      -201
      -279
      -212
      2,886
      5,616
      1,088
      24,179
      -85
      773
      848
      918
      827
      220
      1,197
      6,186
      2,143
      1,078
      3,907
      913
      31,476
      -254
      -56
      -34
      -34
      -13
      1,089
      15
      76
      1,205
      -519
      14,181
      360
      148
      94
      2,554
      271
      525
      1,588
      177
      811
      246
      485
      1,822
      453
      994
      1,232
      358
      545
      1,710
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 2 386,700
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 5,106
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,106
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,106
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,033
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,533
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 137
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 290
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow290 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
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 arrowWWW.CALAMUSFOUNDATION.ORG
14
The books are in care ofright arrowBLOOMSCHON CPAS LLC Telephone no.right arrow (516) 626-3992

Located atright arrow375 NORTH BROADWAYJERICHONY ZIP+4right arrow11753
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
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
LOUIS BRADBURY DIRECTOR
4.00 		0 0 0
201 TWO HOLES OF WATER ROAD
EAST HAMPTON,NY11937
JAMES M ROSENBERG DIRECTOR
0.00 		0 0 0
40 FIFTH AVENUE
NEW YORK,NY10011
JEFFREY B SOREF DIRECTOR
0.00 		0 0 0
10574 WYTON DRIVE
LOS ANGELES,CA90024
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
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
489,268
b
Average of monthly cash balances.......................
1b
67,931
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
557,199
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
557,199
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,358
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
548,841
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
27,442
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
27,442
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,106
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,106
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
22,336
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
22,336
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
22,336
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
528,407
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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
528,407
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 22,336
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,133,560
b From 2020...... 322,045
c From 2021...... 349,005
d From 2022...... 174,176
e From 2023...... 31,582
f Total of lines 3a through e ........ 2,010,368
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 528,407
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 22,336
e Remaining amount distributed out of corpus 506,071
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,516,439
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,133,560
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,382,879
10 Analysis of line 9:
a Excess from 2020.... 322,045
b Excess from 2021.... 349,005
c Excess from 2022.... 174,176
d Excess from 2023.... 31,582
e Excess from 2024.... 506,071
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 e-mail address of the person to whom applications should be addressed:
LOUIS BRADBURY PRES - THE CALAMUS F
C/O BLOOMSCHON - 375 N BROADWAY STE
320
JERICHO,NY11753
(212) 763-8514
bThe form in which applications should be submitted and information and materials they should include:
IN WRITING ON ORGANIZATION LETTERHEAD-REQUEST IN DETAIL APPLICATION MAY ALSO BE MADE ONLINE WWW.CALAMUSFOUNDATION.ORG
cAny submission deadlines:
NO
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO
Form 990-PF (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

AIDS HEALTHCARE FOUNDATION

6255 W SUNSET BLVD 21ST FL
LOS ANGELES,CA90028 		NONE PUBLIC CHARITY SEE FOOTNOTE 20,000

ALI FORNEY CENTER

224 WEST 35TH STREET
NEW YORK,NY10001 		NONE PUBLIC CHARITY SEE FOOTNOTE 150,000

ASOCIACIN ARCHIVO ARKH

551 FIFTH AVENUE SUITE 2400
NEW YORK,NY10176 		NONE PUBLIC CHARITY SEE FOOTNOTE 10,500

BROADWAY CARES

165 WEST 46TH STREET
NEW YORK,NY10036 		NONE PUBLIC CHARITY SEE FOOTNOTE 25,000

CALLEN-LORDE COMMUNITY HEALTH CENTER

230 WEST 17 STREET
NEW YORK,NY10011 		NONE PUBLIC CHARITY SEE FOOTNOTE 25,000

CONGREGATION BEIT SIMCHAT TORAH

130 WEST 30TH STREET
NEW YORK,NY10001 		NONE PUBLIC CHARITY SEE FOOTNOTE 10,000

GOD'S LOVE WE DELIVER

166 AVENUE OF THE AMERICAS
NEW YORK,NY10013 		NONE PUBLIC CHARITY SEE FOOTNOTE 10,000

HAMPTONS PRIDE

10 HAWTHORNE STREET
EAST HAMPTON,NY11937 		NONE PUBLIC CHARITY SEE FOOTNOTE 15,000

HARVARD LAW SCHOOL

1563 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY SEE FOOTNOTE 25,000

HUNTINGTON LIBRARY ART MUSEUM AND BOTANICAL GARDENS

1151 OXFORD RD
SAN MARINO,CA91108 		NONE PUBLIC CHARITY SEE FOOTNOTE 5,000

LAMBA LEGAL

120 WALL STREET
NEW YORK,NY10005 		NONE PUBLIC CHARITY SEE FOOTNOTE 50,000

LGBT NETWORK

125 KENNEDY DRIVE SUITE 100
HAUPPAUGE,NY11788 		NONE PUBLIC CHARITY SEE FOOTNOTE 15,000

LONGHOUSE RESERVE

133 HANDS CREEK RD
EAST HAMPTON,NY11937 		NONE PUBLIC CHARITY SEE FOOTNOTE 10,000

MAKING GAY HISTORY

357 WEST 20TH STREET APT A
NEW YORK,NY10011 		NONE PUBLIC CHARITY SEE FOOTNOTE 20,000

NEW PRIDE AGENDA

121 SIXTH AVENUE 6TH FLOOR
NEW YORK,NY10013 		NONE PUBLIC CHARITY SEE FOOTNOTE 10,000

NORTHWESTERN UNIVERSITYSGMH

633 CLARK STREET
EVANSTON,IL60208 		NONE PUBLIC CHARITY SEE FOOTNOTE 10,000

ONE ARCHIVES

909 WEST ADAMS BLVD
LOS ANGELES,CA90007 		NONE PUBLIC CHARITY SEE FOOTNOTE 75,000

PRIDELINES

PO BOX 014340
MIAMI,FL33101 		NONE PUBLIC CHARITY SEE FOOTNOTE 20,000

THE TREVOR PROJECT

PO BOX 69232
WEST HOLLYWOOD,CA90069 		NONE PUBLIC CHARITY SEE FOOTNOTE 20,000
Total .................................right arrow 3a 525,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 11,192  
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 .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 386,700  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 397,892 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
397,892
(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 AccountingFeesSchedule
Name:
THE CALAMUS FOUNDATION INC
 
C/O BLOOMSCHON CPAS LLC
EIN:
65-0508548
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 10,000 10,000   0

TY 2024 GeneralExplanationAttachment
Name:
THE CALAMUS FOUNDATION INC
 
C/O BLOOMSCHON CPAS LLC
EIN:
65-0508548
Identifier Return Reference Explanation
  PART XV-SUPPLEMENTARY INFORMATION - PURPOSE OF CHARITABLE CONTRIBUTION PART XV- SUPPLEMENTARY INFOMRATIONPURPOSE OF THE GRANT OR CONTRIBUTION-THE CALAMUS FOUNDATION MAKES GRANTS TO QUALIFYING CHARITABLEORGANIZATIONS FOR PROGRAMS AND ACTIVITIES IN THE FOLLOWING AREAS:1. CARE AND SUPPORT TO INDIVIDUALS WITH HIV; AND2. SERVICES TO THE GAY AND LESBIAN COMMUNITY THAT PROMOTEAND SUPPORT ITS FORMATION, GROWTH, IDENTITY, GENERAL WELL-BEING AND SOCIAL AND LEGAL RIGHTS.

TY 2024 LegalFeesSchedule
Name:
THE CALAMUS FOUNDATION INC
 
C/O BLOOMSCHON CPAS LLC
EIN:
65-0508548
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 12,897 12,897   0


TY 2024 OtherAssetsSchedule
Name:
THE CALAMUS FOUNDATION INC
 
C/O BLOOMSCHON CPAS LLC
EIN:
65-0508548
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
WASH SALE ADJ -975 -1,395  


TY 2024 OtherExpensesSchedule
Name:
THE CALAMUS FOUNDATION INC
 
C/O BLOOMSCHON CPAS LLC
EIN:
65-0508548
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT & ADVISORY FEES 6,572 6,572   0
BANK CHARGES 1,051 1,051   0
CHAR 500 100 0   100


TY 2024 OtherProfessionalFeesSchedule
Name:
THE CALAMUS FOUNDATION INC
 
C/O BLOOMSCHON CPAS LLC
EIN:
65-0508548
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING 2,807 0   2,807