Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
BOCA RATON
State or province
FL
Country  
ZIP or foreign postal code
334328076
A Employer identification number

30-6267141
B Telephone number (see instructions)

6318800561
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,405,630J 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 .................
3 Interest on savings and temporary cash investments 12,470 12,470 12,470
4 Dividends and interest from securities... 26,294 26,294 26,294
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 52,172
b Gross sales price for all assets on line 6a 645,000
7 Capital gain net income (from Part IV, line 2)... 52,172
8 Net short-term capital gain......... 3,164
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
93 93 93
12 Total. Add lines 1 through 11........ 91,029 91,029 42,021
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,550 3,550    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
10,599 10,599    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,595 1,595    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,744 15,744   0
25 Contributions, gifts, grants paid....... 23,287 23,287
26 Total expenses and disbursements. Add lines 24 and 25 ................ 39,031 15,744   23,287
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 51,998
b Net investment income (if negative, enter -0-) 75,285
c Adjusted net income (if negative, enter -0-)... 42,021
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 56,351 34,415 34,415
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 136,982 Click to see attachment
List of Attached Documents:
// Content
179,089 		171,162
b Investments—corporate stock (attach schedule)....... 829,907 Click to see attachment
List of Attached Documents:
// Content
875,977 		1,028,990
c Investments—corporate bonds (attach schedule)....... 182,590 Click to see attachment
List of Attached Documents:
// Content
169,660 		171,063
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,205,830 1,259,141 1,405,630
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,205,830 1,259,141
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 1,205,830 1,259,141
30 Total liabilities and net assets/fund balances (see instructions). 1,205,830 1,259,141
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
1,205,830
2
Enter amount from Part I, line 27a .....................
2
51,998
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,257,828
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
-1,313
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,259,141
Form 990-PF (2025)
Form 990-PF (2025)
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 QIAGEN NV REG SHS P 2025-01-30 2025-01-30
d QIAGEN NV REG SHS P 2025-02-14 2025-02-14
e SONY FINL GROUP INC P 2025-10-07 2025-10-07
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 297,304   294,140 3,164
b 347,552   298,598 48,954
c 64   64  
d 23   23  
e 3   3  
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       3,164
b       48,954
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 52,172
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 3,164
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 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 1,046
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 1,046
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 1,046
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,335
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,335
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 19
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 270
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax270 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
FL
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofCULLEN DANOWSKI LLP Telephone no. (631) 473-3400

Located at1650 ROUTE 112PORT JEFFERSON STATIONNY ZIP+411776
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
0.00 		0 0 0
1401 S OCEAN BLVD
BOCA RATON,FL33432
CAROL DURKIN TRUSTEE
0.00 		0 0 0
16 AUDUBON GATE
MILLER PLACE,NY11764
JANIS CALACE-ILIOHAN TRUSTEE
0.00 		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...................  
Form 990-PF (2025)
Form 990-PF (2025)
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. 23,287
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
1,316,923
b
Average of monthly cash balances.......................
1b
42,177
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,359,100
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
1,359,100
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
20,387
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,338,713
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
66,936
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
66,936
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,046
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,046
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
65,890
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
65,890
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
65,890
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, line 26, column (d) ..........
1a
23,287
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
23,287
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 65,890
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023...... 63,148
e From 2024......  
f Total of lines 3a through e ........ 63,148
4Qualifying distributions for 2025 from Part
XI, line 4: $ 23,287
a Applied to 2024, 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 2025 distributable amount..... 23,287
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025. 42,603 42,603
(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 20,545
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		20,545
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 20,545
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

UNIVERSITY OF VIRGINIA
UNIVERSITY OF VIRGINIA
1827 UNIVERSITY AVE
1827 UNIVERSITY AVE
CHARLOTTESVILLE,VA229032628 		NONE   SCHOLARSHIP 10,000

CLEMSON UNIVERSITY
CLEMSON UNIVERSITY
105 SIKES HALL
105 SIKES HALL
CLEMSON,SC29634 		NONE   SCHOLARSHIP 5,000

MCGILL UNIVERSITY
MCGILL UNIVERSITY
1401 S OCEAN BLVD-APT 401
1401 S OCEAN BLVD-APT 401
BOCA RATON,FL334328076 		NONE   SCHOLARSHIP 4,752

BINGHAMTON UNIVERSITY
BINGHAMTON UNIVERSITY
4400 VESTAL PKWY E
4400 VESTAL PKWY E
BINGHAMTON,NY13902 		NONE   SCHOLARSHIP 3,535
Total ................................. 3a 23,287
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		        12,470
4 Dividends and interest from securities ....         26,294
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 .....         93
8 Gain or (loss) from sales of assets other than
inventory ............ 		        52,172
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) ..     91,029
13Total. Add line 12, columns (b), (d), and (e)..................
13
91,029
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES 3,550 3,550    

TY 2025 InvestmentsCorpBondsSchedule
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 2,005 2,061
ALTRIA GROUP 2,579 2,653
AMAZON.COM 1,898 1,834
AMERICAN EXPRESS 2,853 2,946
AMGEN INC 2,753 2,798
ANTHEM INC 1,998 2,002
ARES CAPITAL CORP 3,050 3,077
ASTRAZENECA PLC    
AT&T INC. 2,010 2,010
ATHENE HOLDINGS 1,979 1,998
BIOGEN INC 3,540 3,675
BOSTON PROPERTIES 2,894 2,969
BROADCOM CORP    
COMCAST CORP 2,009 2,001
CROWN CASTLE INTL CORP 3,491 3,573
CSX CORP 2,921 2,968
CVS HEALTH CORP 1,959 2,007
DELL INT LLC 3,205 3,161
ENERGY TRANSFER PARTNERS 2,005 2,099
ENTERGY CORP    
EVEREST REINSURANCE HOLDINGS 2,039 1,901
EXELON CORP 2,963 2,970
EXXON MOBIL CORP    
FORD MOTOR CO 2,597 2,644
GENERAL MOTORS FINL CO 3,000 3,006
GLOBAL PAYMENTS INC 2,825 2,861
GOLDMAN SACHS GROUP 5,976 6,063
HONDA MOTOR CO LTD 2,903 2,950
HP INC 2,912 2,954
HUMANA INC 3,094 3,102
HUNTINGTON BANCSHARES 3,008 3,016
IQVIA INC 2,096 2,108
JEFFERIES FIN GROUP INC 3,193 3,166
JOHN DEERE CAPITAL CORP 3,051 3,057
JP MORGAN CHASE & CO 5,159 5,350
KEURIG DR PEPPER INC 2,977 2,966
KINDER MORGAN INC 3,051 3,069
L3HARRIS TECH INC 3,039 3,043
LOWE'S COS INC 2,707 2,752
LYB INT FINANCE III 3,126 2,965
META PLATFORMS INC 5,983 5,759
METLIFE INC 3,180 3,162
MICRON TECH INC    
MORGAN STANLEY 5,164 5,264
NEXTERA ENERGY CAPITAL 2,692 2,759
NVIDIA CORP 2,856 2,866
ORACLE CORP 3,534 3,594
PFIZER INVESTMENT 5,061 5,066
PHILIP MORRIS INTL INC 3,097 3,101
ROYAL BANK OF CANADA 2,977 2,997
SHELL INTERNATIONAL    
SIMON PROPERTY GROUP LP    
STARBUCKS INC    
SYNCHRONY FINANCIAL 2,915 2,986
T-MOBILE USA INC 2,970 2,991
THERMO FISHER SCIENTIFIC 3,090 3,088
TORONTO-DOMINION BANK 3,793 3,929
TOYOTA MOTOR CREDIT CORP 2,945 2,974
TRUIST FINANCIAL CORP 2,956 3,017
VERIZON COMMUNICATIONS 1,962 1,930
VIRGINIA ELEC & POWER CO 2,963 2,999
WARNERMEDIA HOLDINGS INC    
WELLS FARGO & COMPANY 5,573 5,708
WESTPAC BANKING CORP 3,084 3,098

TY 2025 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 1,000 2,505
ABB LTD 2,126 2,811
ABBOT LABS 5,679 5,638
ABBVIE INC 3,602 3,884
ACCENTURE PLC 6,524 5,903
ADDTECH AB ADS REPSTG 1,364 1,391
ADIDAS AG SPONSORED ADR 1,401 1,186
ADMIRAL GROUP PLC 857 830
ADOBE INC    
ADVANTEST CORP 1,591 2,274
AGEAS SPONSORED ADR 1,858 1,969
AGREE RLTY CORP 3,599 3,457
AIB GROUP 1,939 2,722
AIRBNB INC 3,559 3,664
AIRBUS INC 2,158 2,722
AKAMAI TECHNOLOGIES INC    
ALBANY INTL CRP    
ALBEMARLE CORP    
ALCON SA    
ALLEGION PLC 1,431 1,592
ALLIANT ENERGY CORP 3,387 3,576
ALLIANZ SE-UNSP 1,142 1,978
ALLSTATE CORP    
ALPHABET INC 3,153 5,947
AMAZON COM INC 10,744 15,927
AMBEV SA SHS    
AMDOCS LIMITED 3,990 3,462
AMER EXPRESS COMPANY 3,991 5,549
AMERICAN FINL GRP HLDGS 2,986 3,280
ANALOG DEVICES INC 4,380 5,424
ANDRITZ AG    
ANHEUSER-BUSCH INBEV ADR 1,487 1,473
ANSYS INC    
AON PLC 5,076 4,587
APPLE INC 6,535 11,690
ARCHROCK INC    
ARISTA NETWORKS INC 669 655
ARROW ELECTRONICS    
ASAHI KASEI CORP ADR 1,578 1,999
ASICS CORP 1,318 1,123
ASML HLDG 5,909 8,559
ASSIC BRIT FOODS ADR NEW    
ASTRAZENECA PLC 2,551 2,850
ATMOS ENERGY CORP 2,913 3,185
AVERY DENNISON CORP 2,339 2,364
AVNET INC 1,880 1,731
AXA 1,319 1,344
BAE SYS PLC SPN ADR 1,368 1,300
BANCA MEDIOLANUM 1,673 2,058
BANCO BILBAO VIZCYA 1,773 4,242
BANDAI NAMCO HLDGS INC 2,406 2,016
BANK HAPOALIM BM 1,309 1,534
BARCLAYS INC 951 1,196
BAXTER INTERNATIONAL    
BEONE MEDICINES LTD 1,210 1,215
BHP GROUP LTD 2,739 3,079
BIO RAD LABS CL A    
BLACKROCK INC 5,489 5,352
BOEING COMPANY 6,798 8,251
BORG WARNER INC    
BOX INC.    
BROADCOM INC 2,644 4,499
BROADRIDGE FINL 6,308 5,802
BUREAU VERITAS ADR 1,329 1,338
BXP INC    
CABOT CORP    
CAIZABANK UNSPON ADR 1,531 2,122
CARLSBERG AS SPONSORED AD    
CARREFOUR    
CATERPILLAR INC DEL 3,374 4,583
CBOE GLOBAL MARKETS INC 2,211 2,510
CBRE GROUP INC    
CENTENE CORP    
CENTRAL JAPAN RAILWAY 2,063 2,434
CENTRICA PLC 1,300 1,583
CF INDS HLDGS INC.    
CHARLES RIVER LABS INTL    
CHECK POINT SOFTWRE TECH    
CHEVRON CORP    
CHIPOTLE MEXICAN GRILL 3,052 3,034
CHUBB LTD 4,950 5,306
CIGNA GROUP 8,673 10,184
CIRRUS LOGIC INC.    
CISCO SYSTEMS INC.    
CITIGROUP INC COM 3,510 5,718
CMS ENERGY CORP 1,892 1,888
COCA-COLA HBC AG 1,093 1,598
COCHLEAR LTD-ADR    
COGNIZANT TECH SOLUTIONS    
CONAGRA BRANDS    
CONMED CORP    
CONOCOPHILLIPS 7,123 6,553
CONTINENTAL AG SPNRD ADR 1,635 1,696
COPT DEFENSE PROPERTIES    
CRH PLC 3,486 4,618
CSL LTD SHS    
CVS HEALTH CORP    
D R HORTON INC    
D'IETEREN GROUP SHS ADR 2,131 2,169
DAIICHI SANKYO CO LTD    
DAITO TR CONSTRUCTION CO 1,757 1,539
DAIWA HOUSE IND LTD 1,987 2,277
DAIWA HOUSE IND LTD ADR    
DARDEN RESTAURANTS INC.    
DATADOG INC 1,052 1,088
DBS GROUP HOLDINGS 1,928 2,283
DEUTSCHE BK 654 1,504
DEUTSCHE TELE AG 3,293 3,630
DIODES INC.    
DOMINION ENERGY INC 6,193 6,621
DOVER CORP    
DT MIDSTREAM INCORP 4,728 5,386
DUKE ENERGY CORP 5,104 6,212
DUPONT DE NEMOURS    
EASTMAN CHEMICAL CO COM    
EATON CORP 5,433 7,644
EIFFAGE 2,158 2,979
ELECTRONIC ARTS INC    
ELEVANCE HEALTH INC 2,851 3,506
ELI LILLY & CO    
ENDESA SA SHS 617 718
ENEOS HOLDINGS INC.    
ENGIE SHS 2,302 3,074
EQTY LIFESTYLS PPTYS INC 3,153 3,031
EQUIFAX INC 4,071 4,123
EQUINIX INC 1,673 3,065
EQUITY RESIDENTIAL    
ERICSSON AMERICAN 1,519 1,525
EVERCORE INC 4,061 5,444
EVOLUTION GAMING GROUP    
EXXON MOBIL CORP 7,189 8,183
FERRARI NV 2,337 1,848
FIDELITY NATL INFO SVCS    
FIRST FINANCIAL BANCORP 1,743 1,776
FIRSTCASH INC    
FORMFACTOR INC.    
FUJIKURA LTD 398 1,048
GATX CORPORATION    
GENL DYNAMICS CORP 5,333 6,733
GENMAB 684 832
GENUINE PARTS CO    
GFL ENVIRONMENTAL INC 956 859
GILDAN ACTIVEWEAR INC 5,289 6,496
GIVAUDAN SA UNSP 1,150 949
HARTFORD INSURANCE GROUP 5,734 6,339
HE NEKEN HLDG NV SHS ADR 1,195 1,236
HERMES INTERNATIONAL    
HERSHEY CO    
HEXCEL CORP    
HITACHI LTD 2,362 2,590
HOLOGIC INC    
HONEYWELL INTL INC DEL 2,025 2,146
HOULIHAN LOKEY INC    
HOYA CORP 2,904 3,033
HUBBELL INC 5,031 5,773
HUNTINGTON INGALLS INDS    
ICON PLC 1,589 1,093
ILLINOIS TOOL WORKS INC 3,700 3,695
IMPERIAL BRANDS PLC 1,807 2,185
INDUSTRIA DE DISENO    
INPEX CORP 510 697
INSPERITY INC    
INTERCONTINENTAL    
INTERCONTINENTIAL HOTELS    
INTERPARFUMS INC 4,280 2,630
INTUIT INC 3,812 4,637
INTUITIVE SURGICAL 2,972 5,664
IPSEN SHS    
JACOBS SOLUTIONS INC    
JOHNSON AND JOHNSON COM 3,159 4,760
JPMORGAN CHASES & CO 8,613 11,600
KANSAID ELEC PWR CO INC    
KAO CORP 1,356 1,197
KBC GROUPPE SA 1,122 2,218
KIMBERLY CLARK 3,647 3,531
KKR & CO INC 5,050 5,609
KLA CIRO 3,513 6,075
KOMATSU NEW    
KONGSBERG GRUPPEN    
KONINKLIJKE AHOLD    
L'OREAL CO 1,467 1,456
LEGRAND SA    
LINDE PLC 2,734 2,558
LOGITECH INTERNATIONAL    
LOOMIS SAYLES HI INCOME 39,063 39,636
LOOMIS SAYLES SECURITIZE 201,000 200,455
LOWE'S COMPANIES 4,114 4,582
MAKITA CORP    
MARKS AND SPENCER GP 1,699 1,551
MARRIOT INTL INC 5,512 7,136
MARSH & MCLENNAN COS 9,528 8,534
MARVEL TECH INC 1,310 1,445
MAZDA MOTOR CORP    
MCKESSON CORPORATION COM 6,636 8,203
MERCK AND CO INC SHS    
MERITAGE HOMES CORP 629 592
META PLATFORMS 6,720 13,862
MICROSOFT CORP 8,461 14,992
MIDDLEBY CORP    
MIZUHO FINL GROUP INC 1,904 2,072
MONDELEZ INTERNATIONAL 3,898 3,284
MONOLITHIC PWR SYSTEMS    
MONSTER BEVERAGE SHS 1,447 2,530
MOOG INC CL A    
MORGAN STANLEY 3,962 5,858
MURATA MANUFACTURING CO 1,604 1,617
MYRIAD GENETICS INC.    
NASDAQ OMX GRP INC 4,873 6,216
NATWEST GROUP PLC    
NATWEST GROUP PLC 1,766 4,480
NETAPP INC 820 857
NETEASE.COM 1,233 1,927
NETFLIX COM INC. 2,783 7,313
NEXT GROUP PLC 1,188 1,840
NICE LTD    
NIDEC CORPORATION    
NIKE INC.    
NIPPON TELG&TEL SPDN ADR    
NISOURCE INC 4,171 4,385
NITTO DENKO CORP 2,083 3,515
NN GROUP NV - 1,330 1,501
NORTHROP GRUMMAN CORP    
NOVARTIS ADR 3,825 6,342
NOVO NORDISK    
NVIDIA 2,622 26,659
NXP SEMICONDUCTORS N.V. 4,565 5,209
OLYMPUS CORP    
ON SEMICONDUCTOR CRP COM    
ORACLE CORP 0.01 DEL 5,960 4,678
ORIX CORPORATION SP ADR 1,529 2,250
ORKLA AS A SHS ADR 989 1,010
OSHKOSH CORPORATION 943 879
OVERSEA-CHINESE BANK 744 929
PACCAR INC 5,615 6,352
PACKAGING CORP AMERICA 4,706 4,950
PALO ALTO NETWORKS INC 1,495 4,605
PANDORA    
PAPA JOHNS INTL INC    
PAYPAL HOLDINGS INC. 1,890 1,226
PENN ENTERTAINMENT    
PENSKE AUTO GROUP INC 1,898 1,741
PEPSICO INC 3,211 3,157
PERRIGO CO PLC 4,410 2,255
PG&E CORP 1,387 1,302
PLAINS GP HOLDINGS 1,500 1,589
PROGRESSIVE CRP OHIO 11,149 9,337
PROLOGIS INC 5,549 6,511
PRYSMIAN S.P.A. SHS 2,026 2,060
PUBLICIS GROUPE SPON 1,385 1,423
QBE INC GROUP LTD 1,114 1,249
QIAGEN NV EG SHS    
QUEST DIAGNOSTICS INC 2,497 2,429
RAYMOND JAMES FINL INC    
REINSURANCE GROUP AMERICA 3,459 4,069
RELX PLC 1,591 1,576
REPUBLIC SERVICES INC    
RIO TINTO PLC 3,266 4,002
ROCHE HLDG LTD SPN ADR 3,440 4,177
ROYAL KPN    
RPM INTERNATIONAL INC 3,217 2,912
RTX CORP 4,554 6,236
RYDER SYSTEM INC 1,257 2,679
S&P GLOBAL INC. 1,583 2,613
SAFRAN SA-UNSPON 878 1,393
SALESFORCE COM INC 1,997 2,119
SANOFI ADR 1,101 1,115
SAP SE SHS 852 972
SBA COMMUNICATIONS CORP    
SEA LTD 1,525 1,021
SENSATA TECHNOLOGIES 968 1,032
SERVICENOW INC 1,708 1,685
SHELL PLC 3,777 3,821
SHERWIN WILLIAMS 2,191 2,916
SIEMENS AG 1,912 3,504
SINGAPORE EXCHANGE LTD 1,310 1,866
SMITH A O CORP DEL    
SMITH-NPHW PLC SPADR 769 689
SMITHS GROUP PLC 1,171 1,415
SNAP ON INC COM 4,827 6,203
SOMPOHOLDINGS    
SONOCO PRODUCTS CO    
SONY GROUP CORP 4,282 5,274
SOUTHERN COMPANY 6,106 5,930
SPDR US FINANCIAL    
SPOTIFY TECH 1,864 2,323
STARBUCKS CORP    
STD CHARTERED 1,189 2,968
STRYKER CORP 1,797 2,812
SUBARU CORP 948 944
SUMITOMO CORP    
SUNCOR ENERGY INC 2,796 3,194
SYNOPSYS INC 3,620 3,288
TAIWAN S MANUFACTURING ADR 4,584 6,382
TARGA RESOURCES CORP 5,847 6,458
TARGET CORP    
TDK CORP    
TECHTRONIC INDS SPD ADR 2,338 2,303
TELEDYNE TECH INC    
TELENOR ASA    
TELIA COMPANY AB 1,358 1,506
TERRENO REALTY CORP 1,381 1,350
TESCO PLC    
TESLA INC 2,456 4,497
TEVA PHARMACTCL INDS ADR    
TEXAS ROADHOUSE INC 3,881 3,486
THALES SA 1,823 1,837
THE MARZETTI COMPANY 2,405 2,302
THERMO FISHER SCIENTIFIC 3,140 4,056
TOKIO MARINE HOLDINGS    
TOKYO ELECTRON LTD SHS    
TOTALENERGIES SE    
TOYOTA TSUSHO 1,052 2,108
TRACTOR SUPPLY CO 629 600
TRAVELERS COS INC    
TRUIST FINANCIAL CORP    
U S PHYSICAL THERAPY INC 4,545 4,217
UBER TECHNOLOGIES INC. 1,377 2,860
UBS GROUP    
UCB UNSPOND ADR 724 1,118
UNICREDITO SPA 2,783 2,944
UNILEVER PLC NEW ADR 2,303 2,551
UNION PACIFIC CORP 4,394 4,395
UNITEDHEALTH GROUP INC    
UNIVERSAL MUSIC GROUP    
US BANCORP    
UTZ BRANDS INC 731 561
VALMONT INDUSTRIES    
VERTEZ PHARMCTLS INC 3,167 3,627
VICTORY CAPITAL HOLDINGS 5,339 5,363
VINCI SA 694 986
VISA INC CL A SHRS 4,420 8,417
W W GRAINGER INCORP 1,683 4,036
WALT DISNEY CO COM STK    
WARTSILA OYJ 1,439 2,727
WATSCO INC 4,478 3,370
WEBSTER FINANCIAL    
WEC ENERGY GROUP INC SHS    
WELLS FARGO & CO 6,708 7,829
WEX INC    
WH GROUP LTD SHS ADR 1,875 2,464
WINTRUST FINL CP ILL    
WIX COM LTD 1,474 1,143
WOODWARD INC    
WORKDAY INC CL A    
YOKOGAWA ELEC ADR    
ZOETIS INC.    

TY 2025 InvestmentsGovtObligationsSch
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
US Government Securities - End of Year Book Value:

179,089
US Government Securities - End of Year Fair Market Value:

171,162
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 OtherDecreasesSchedule
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Description Amount
BOOK TO TAX DIFFERENCES IN COST BASIS -1,313


TY 2025 OtherIncomeSchedule2
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NONDIVIDEND DISTRIBUTIONS 93 93 93


TY 2025 OtherProfessionalFeesSchedule
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY 10,599 10,599    


TY 2025 TaxesSchedule
Name:
CALACE FAMILY FOUNDATION
EIN:
30-6267141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 396 396    
FOREIGN TAXES 872 872    
INCOME TAX 327 327