Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE GAUDIO FAMILY FOUNDATION
C/O FULTON VITTORIA LLP
Number and street (or P.O. box number if mail is not delivered to street address)ONE ROCKEFELLER PLAZA-3RD FL NO 3
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10020
A Employer identification number

45-3597259
B Telephone number (see instructions)

(212) 586-0700
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$147,696,285
J Accounting method:
mODIFIED cASH
(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) 20,561,981
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,760 2,760  
4 Dividends and interest from securities... 963,485 963,485  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,957,711
b Gross sales price for all assets on line 6a 23,059,632
7 Capital gain net income (from Part IV, line 2)... 2,957,711
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)....... 209,104 209,104  
12 Total. Add lines 1 through 11........ 24,695,041 4,133,060  
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)......... 229,681 0   229,681
b Accounting fees (attach schedule)....... 69,691 0   69,691
c Other professional fees (attach schedule).... 544,841 334,046   210,795
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,312 5,312   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 20,921 12,429   8,492
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 870,446 351,787   518,659
25 Contributions, gifts, grants paid....... 6,104,033 6,104,033
26 Total expenses and disbursements. Add lines 24 and 25 6,974,479 351,787   6,622,692
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,720,562
b Net investment income (if negative, enter -0-) 3,781,273
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 19,220,210 24,132,578 24,132,578
2 Savings and temporary cash investments......... 861,551 1,252,143 1,252,143
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,424,616 Click to see attachment1,156,824 1,156,824
b Investments—corporate stock (attach schedule)....... 13,304,293 Click to see attachment10,787,363 10,787,363
c Investments—corporate bonds (attach schedule)....... 1,791,045 Click to see attachment1,835,764 1,835,764
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 74,878,843 Click to see attachment108,531,613 108,531,613
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 111,480,558 147,696,285 147,696,285
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 111,480,558 147,696,285
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 111,480,558 147,696,285
30 Total liabilities and net assets/fund balances (see instructions). 111,480,558 147,696,285
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
111,480,558
2
Enter amount from Part I, line 27a .....................
2
17,720,562
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
18,495,165
4
Add lines 1, 2, and 3 ..........................
4
147,696,285
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
147,696,285
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a SALE OF PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 22,973,690   20,101,921 2,871,769
b 85,942     85,942
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       2,871,769
b       85,942
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 2,957,711
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 52,560
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 52,560
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 52,560
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 58,039
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 75,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 133,039
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 80,479
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet80,479 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE, NY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletALFRED CAVALLARO ESQ Telephone no.bullet (212) 586-0700

    Located atbulletONE ROCKEFELLER PLAZA SUITE 301NEW YORKNY ZIP+4bullet10020
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16Yes  
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bulletJE, UK
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
    Yes
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JULIUS GAUDIO PRESIDENT, TREASURER, DIRECTOR
    1.00
    0 0 0
    C/O FULTON VITTORIA LLP
    ROCKEFELLER PLAZA NY,NY10020
    ALFRED CAVALLARO SECRETARY, DIRECTOR
    2.00
    0 0 0
    C/O FULTON VITTORIA LLP
    ROCKEFELLER PLAZA NY,NY10020
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    FULTON VITTORIA LLP LEGAL 209,441
    ONE ROCKEFELLER PLAZA-3RD FL NO 301
    NEW YORK,NY10020
    GREENWOOD PLACE LTD GRANT MANAGEMENT 162,645
    WEST WING SOMERSET HOUSE
    THE STRAND LONDON   WC2R 1LA
    UK
    THE AYCO COMPANY FINANCIAL CONSULTING 111,058
    321 BROADWAY
    SARATOGA SPRINGS,NY12866
    NEXT LEVEL ADVISORY FINANCIAL CONSULTING 96,300
    983 RESERVE DRIVE
    ROSEVILLE,CA95678
    WELLS FARGO INVESTMENT MANAGEMENT 89,530
    ONE WEST FOURTH STREET 2ND FLOOR
    WINSTONSALEM,NC27101
    Total number of others receiving over $50,000 for professional services.............bullet1
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    103,303,185
    b
    Average of monthly cash balances.......................
    1b
    15,950,716
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    119,253,901
    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
    119,253,901
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,788,809
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    117,465,092
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,873,255
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    5,873,255
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    52,560
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    52,560
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,820,695
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,820,695
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    5,820,695
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    6,622,692
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    6,622,692
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,622,692
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 5,820,695
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 4,360,413
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 6,622,692
    a Applied to 2019, but not more than line 2a 4,360,413
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 2,262,279
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    3,558,416
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JULIUS GAUDIO
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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 (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ACUMEN FUND INC
    40 WORTH STREET SUITE 303
    NEW YORK,NY10013
    N/A PC GENERAL OPERATING SUPPORT 1,000,000
    ANNA FREUD
    KANTOR CENTRE OF EXCELLENCE 4-8
    RODNEY STREET
      LONDON N1 9JH  
    UK
    N/A PC GRANT WILL BE USED TO SUPPORT ANNA FREUD CENTRE'S CORE PURPOSE OF TRANSFORMING CURRENT MENTAL HEALTH PROVISION IN THE UK BY IMPROVING THE QUALITY, ACCESSIBILITY AND EFFECTIVENESS OF TREATMENT FOR CHILDREN AND THEIR FAMILIES; PARTICULAR ATTENTION TO EFFORTS AND ACTIVITIES RELATED TO COVID-19 CRISIS 212,611
    ASSOCIATION TO BENEFIT CHILDREN
    419 EAST 86TH STREET
    NEW YORK,NY10028
    N/A PC GENERAL OPERATING SUPPORT AND/OR FOR ANY SPECIFIC COVID-19 RESPONSE RELATED PURPOSES 25,000
    BRITISH SCHOOLS & UNIVERSITIES FOUNDATION
    575 MADISON AVENUE SUITE 1006
    NEW YORK,NY10022
    N/A PC TO BE ALLOCATED TO THE UNIVERISTY OF THE ARTS LONDON IN SUPPORT OF MA FINE ART SCHOLARSHIP(S) AT CENTRAL SAINT MARTINS 55,000
    CAMFED
    466 GEARY STREET SUITE 400
    SAN FRANCISCO,CA94102
    N/A PC GENERAL OPERATING SUPPORT 200,000
    CITY HARVEST
    UNIT 22 ACTON PARK
      ACTON W3 7QE  
    UK
    N/A NC GRANT WILL BE USED TO RESCUE NUTRITIOUS SURPLUS OF FOOD AND DELIVER IT TO COMMUNITY FOOD PROGRAMS THAT NOURISH THOUSANDS OF LONDONERS 124,950
    CITY HARVEST
    UNIT 22 ACTON PARK
      ACTON W3 7QE  
    UK
    N/A NC GRANT WILL BE USED TO RESCUE NUTRITIOUS SURPLUS OF FOOD AND DELIVER IT TO COMMUNITY FOOD PROGRAMS THAT NOURISH THOUSANDS OF LONDONERS, AS RELATED TO ORGANIZATION'S RESPONSE TO COVID-19 99,613
    CLIENTEARTH USA INC
    23901 CALABASAS RD SUITE 1010
    CALABASAS,CA91302
    N/A PC GENERAL OPERATING SUPPORT 50,000
    DRIVE FORWARD FOUNDATION
    14-15 LOWER MARSH
      LONDON SE1 7RJ  
    UK
    N/A NC GRANT WILL BE USED TO SUPPORT DRIVE FORWARD'S CORE PURPOSE OF PROVIDING SUPPORT, ADVICE AND EDUCATION/JOB TRAINING TO YOUNG PEOPLE IN THE UK WHO HAVE EXPERIENCED THE FOSTER CARE SYSTEM; PARTICULAR ATTENTION TO EFFORTS AND ACTIVITIES RELATED TO COVID-19 CRISIS 106,306
    EARTHJUSTICE
    50 CALIFORNIA ST STE 500
    SAN FRANCISCO,CA94111
    N/A PC GENERAL OPERATING SUPPORT 50,000
    EDUCATE GIRLS
    C/O MICHAEL POLLACK 45 WEST 67TH
    STREET APT 27B
    NEW YORK,NY10023
    N/A PC GENERAL OPERATING SUPPORT 200,000
    GIRLS NOT BRIDES
    65 LEADENHALL STREET 7TH FL
      LONDON EC3A 2AD  
    UK
    N/A NC GRANT WILL BE USED TO SUPPORT GNBS CORE PURPOSE OF SUPPORTING OVER 1400-MEMBER ORGANIZATIONS EFFORTS TO END CHILD MARRIAGE AROUND THE WORLD. IN PARTICULAR, THIS GRANT WILL BE USED TO SUPPORT GNBS EFFORTS AND ACTIVITIES IN RESPONSE TO THE COVID CRISIS. 106,306
    HARVARD UNIVERSITY
    ALUMNI DEVELOPMENT SERVICES 124
    MOUNT AUBURN STREET
    CAMBRIDGE,MA02138
    N/A PC $225,000 OF THESE FUNDS REPRESENT THE THIRD INSTALLMENT OF THE FUNDS COMMITTED TO BE ADDED TO THE JULIUS R. GAUDIO UNDERGRADUATE SCHOLARSHIP, AND $275,000 OF THE FUNDS REPRESENT THE THIRD INSTALLMENT OF THE FUNDS TO BE ADDED TO HARVARD UNIVERSITY FUND FOR GIFTS WITH TERMS TO BE DETERMINED 500,000
    HELPFORCE COMMUNITY
    20 STANLEY GARDENS
      LONDON W11 2NG  
    UK
    N/A NC GRANT WILL BE USED TO SUPPORT HELPFORCES CORE PURPOSE OF SUPPORTING PATIENT AND STAFF WELLBEING IN THE UK HEALTHCARE SYSTEM BY PROMOTING THE ROLE/VALUE/EFFECTIVENESS OF VOLUNTEERS WITHIN THE SYSTEM, IN PARTICULAR, THIS GRANT WILL BE USED TO SUPPORT HELPFORCES EFFORTS AND ACTIVITIES IN RESPONSE TO THE COVID CRISIS 212,611
    INNOVATIONS FOR POVERY ACTION
    1440 G STREET NW SUITE 9142
    WASHINGTON,DC20005
    N/A PC RESTRICTED GRANT TO SUPPORT FIVE (5) SPECIFIC PROGRAMS FOCUSING ON THE WELFARE OF WOMEN AND GIRLS 100,000
    INTERNATIONAL CRISIS GROUP
    10 GRAND CENTRAL 155 EAST 44TH
    STREET SUITE 1705
    NEW YORK,NY10017
    N/A PC GENERAL OPERATING SUPPORT AND/OR FOR ANY SPECIFIC COVID-19 RESPONSE RELATED PURPOSES 25,000
    INTERNATIONAL CRISIS GROUP
    10 GRAND CENTRAL 155 EAST 44TH
    STREET SUITE 1705
    NEW YORK,NY10017
    N/A PC PAYMENT REPRESENTS THE FIRST INSTALLMENT OF THE FOUNDATIONS THREE-YEAR PLEDGE IN CONNECTION ICGS BALKAN INITIATIVE PROJECT 228,506
    JUST FOR KIDS LAW LIMITED
    UNIT 4D LEROY HOUSE 436 ESSEX ROAD
      LONDON N1 3QP  
    UK
    N/A NC GRANT WILL BE USED TO SUPPORT JUST FOR KIDS LAW IN DELIVERING ITS CORE WORK WITH CHILDREN AND YOUNG PEOPLE, ENSURING CHILDREN AND YOUNG PEOPLE IN THE UK HAVE THEIR LEGAL RIGHTS AND ENTITLEMENTS RESPECTED AND PROMOTED, AS RELATED TO ORGANIZATION'S RESPONSE TO COVID-19 49,806
    JUST FOR KIDS LAW LIMITED
    UNIT 4D LEROY HOUSE 436 ESSEX ROAD
      LONDON N1 3QP  
    UK
    N/A NC GRANT WILL BE USED TO SUPPORT JUST FOR KIDS LAW IN DELIVERING ITS CORE WORK WITH CHILDREN AND YOUNG PEOPLE, ENSURING CHILDREN AND YOUNG PEOPLE IN THE UK HAVE THEIR LEGAL RIGHTS AND ENTITLEMENTS RESPECTED AND PROMOTED, AS RELATED TO ORGANIZATION'S RESPONSE TO COVID-19 52,101
    MENTAL HEALTH INNOVATION
    PHOENIX BREWERY 13 BRAMLEY ROAD
      LONDON W10 6SP  
    UK
    N/A NC GRANT WILL BE USED TO SUPPORT MHIS CORE PURPOSE OF USING TECHNOLOGY TO IMPROVE THE QUALITY AND ACCESSIBILITY OF MENTAL HEALTH SUPPORT IN THE UK, IN PARTICULAR, THIS GRANT WILL BE USED TO SUPPORT MHIS EFFORTS AND ACTIVITIES IN RESPONSE TO THE COVID CRISIS 212,611
    MOTHERS2MOTHERS INTERNATIONAL INC
    7441 W SUNSET BLVD SUITE 205
    LOS ANGELES,CA90046
    N/A PC GENERAL OPERATING SUPPORT 200,000
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 WEST 20TH STREET 11TH FLOOR
    NEW YORK,NY10011
    N/A PC GENERAL OPERATING SUPPORT 50,000
    NEXTGEN AAA FOUNDATION
    1350 AVENUE OF THE AMERICAS FL 2
    STE 292
    NEW YORK,NY10019
    N/A PC GENERAL OPERATING SUPPORT 60,000
    OCEANA INC
    1025 CONNECTICUT AVE NW SUITE 200
    WASHINGTON,DC20036
    N/A PC GENERAL OPERATING SUPPORT 50,000
    PLACE2BE
    175 ST JOHN STREET
      LONDON EC1V 4LW  
    UK
    N/A NC GRANT WILL BE USED TO ENHANCE WELLBEING AND PROSPECTS OF CHILDREN AND THEIR FAMILIES BY PROVIDING ACCESS TO THERAPEUTIC AND EMOTIONAL SUPPORT IN SCHOOLS ACROSS ENGLAND, SCOTLAND AND WALES 99,613
    REFUGEE ACTION
    VICTORIA CHARITY CENTRE 11 BELGRAVE
    RD PIMLICO
      LONDON SW1V 1RB  
    UK
    N/A NC THE GRANT WILL BE USED BY REFUGEE ACTION IN ACCORDANCE WITH THE TERMS, AND SOLELY FOR THE PURPOSES SET OUT IN ITS 2020 COVID UPDATE. SPECIFICALLY, 1) COVID EMERGENCY RESPONSE WORK, 2) ASYLUM CRISIS PROJECT, AND 3) GOOD PRACTICE PARTNERSHIP TEAM 212,611
    RESURGO TRUST
    ST PAULS PLACE MACBETH STREET
      LONDON W6 9JJ  
    UK
    N/A NC GRANT WILL BE USED TO SUPPORT RESURGOS CORE PURPOSE OF IMPROVING EDUCATION/JOB PROSPECTS OF UNEMPLOYED YOUNG PEOPLE FROM DISADVANTAGED BACKGROUNDS IN THE UK, IN PARTICULAR, THIS GRANT WILL BE USED TO SUPPORT RESURGOS EFFORTS AND ACTIVITIES IN RESPONSE TO THE COVID CRISIS 106,306
    ROBIN HOOD FOUNDATION
    826 BROADWAY 9TH FLOOR
    NEW YORK,NY10003
    N/A PC GENERAL OPERATING SUPPORT AND/OR FOR ANY SPECIFIC COVID-19 RESPONSE RELATED PURPOSES 250,000
    ROOM TO READ #1
    465 CALIFORNIA STREET SUITE 1000
    SAN FRANCISCO,CA94104
    N/A PC GENERAL OPERATING SUPPORT AND/OR FOR ANY SPECIFIC COVID-19 RESPONSE RELATED PURPOSES 100,000
    ROOM TO READ #2
    465 CALIFORNIA STREET SUITE 1000
    SAN FRANCISCO,CA94104
    N/A PC GENERAL OPERATING SUPPORT 100,000
    ROOT CAPITAL
    130 BISHOP ALLEN DRIVE 2ND FLOOR
    CAMBRIDGE,MA02139
    N/A PC GENERAL OPERATING SUPPORT 200,000
    SAFELIVES
    SUITE 2A WHITEFRIARS LEWINS MEAD
      BRISTOL BS1 2NT  
    UK
    N/A NC GRANT WILL BE USED TO SUPPORT SAFELIVES' GOAL OF ENDING DOMESTIC VIOLENCE FOR EVERYONE AND FOR GOOD 199,226
    SMART WORKS CHARITY
    UNIT 1 CANONBURY YARD 202-208 NEW
    NORTH ROAD
      LONDON N1 3DF  
    UK
    N/A NC GRANT WILL BE USED TO FULFILL SMART WORKS' CORE CHARITABLE OBJECTIVE: TO HELP DISADVANTAGED WOMEN FULFIL THEIR POTENTIAL AND START A NEW CHAPTER OF THEIR LIVES, AS RELATED TO ORGANIZATION'S RESPONSE TO COVID-19 49,806
    SMART WORKS CHARITY
    UNIT 1 CANONBURY YARD 202-208 NEW
    NORTH ROAD
      LONDON N1 3DF  
    UK
    N/A NC GRANT WILL BE USED TO FULFILL SMART WORKS' CORE CHARITABLE OBJECTIVE: TO HELP DISADVANTAGED WOMEN FULFIL THEIR POTENTIAL AND START A NEW CHAPTER OF THEIR LIVES, AS RELATED TO ORGANIZATION'S RESPONSE TO COVID-19 52,101
    SOC DES AMIS MUSEE NATIONAL ART
    CENTRE POMPIDOU
      PARIS CEDEX 04 75  
    FR
    N/A NC ONE-HALF OF THE GRANT WILL BE USED FOR THE BENEFIT OF THE INTERNATIONAL CIRCLE AND ONE-HALF OF THE GRANT WILL BE USED FOR THE BENEFIT OF GAD (DESIGN ACQUISITION COMMITTEE) 37,276
    ST GILES TRUST
    GEORGIAN HOUSE 64-68 CAMBERWELL
    CHURCH STREET
      LONDON SE5 8JB  
    UK
    N/A NC GRANT WILL PROVIDE SUPPORT EXCLUSIVELY THROUGH THE SOS PROJECT TO YOUNG PEOPLE EXPOSED TO OR AT RISK OF VIOLENCE, VULNERABILITY AND EXPLOITATION, AS RELATED TO THE ORGANIZATION'S RESPONSE TO COVID-19 199,226
    TATE AMERICAS FOUNDATION
    520 WEST 27TH STREET UNIT 404
    NEW YORK,NY10001
    N/A PC REQUEST BUT NOT DIRECTED: THIS GRANT BE ALLOCATED TO THE TATE UK'S (TATE MODERN OR TATE BRITAIN) EUROPEAN COLLECTION CIRCLE 80,000
    THE BOMA PROJECT
    PO BOX 1865
    MANCHESTER CENTER,VT05255
    N/A PC GENERAL OPERATING SUPPORT 100,000
    TRANSFORM TRUST (THROUGH EDUCATE GIRLS)
    C/O MICHAEL POLLACK 45 WEST 67TH
    STREET APT 27B
    NEW YORK,NY10023
    N/A PC GENERAL OPERATING SUPPORT 100,000
    WEST LONDON ZONE
    140-44 FRESTON ROAD
      LONDON W10 6TR  
    UK
    N/A NC GRANT WILL BE USED TO SUPPORT CHIDREN AGED 3 - 18 IN SCHOOLS IN WEST LONDON TO FLOURISH BY PROVIDING A TWO-YEAR SUPPORT PACKAGE, DELIVERED BY A LINK WORKER AND NETWORK OF SPECIALIST PARTNER CHARITIES, AS RELATED TO THE ORGANIZATION'S RESPONSE TO COVID-19 199,226
    WEST LONDON ZONE
    140-44 FRESTON ROAD
      LONDON W10 6TR  
    UK
    N/A NC GRANT WILL BE USED TO SUPPORT CHIDREN AGED 3 - 18 IN SCHOOLS IN WEST LONDON TO FLOURISH BY PROVIDING A TWO-YEAR SUPPORT PACKAGE, DELIVERED BY A LINK WORKER AND NETWORK OF SPECIALIST PARTNER CHARITIES, AS RELATED TO THE ORGANIZATION'S RESPONSE TO COVID-19 33,221
    WILDLIFE IN CRISIS INC
    44 INDIAN VALLEY ROAD
    WESTON,CT06883
    N/A PC GENERAL OPERATING SUPPORT 15,000
    Total .................................bullet 3a 6,104,033
    bApproved for future payment
    HARVARD UNIVERSITY
    UNIVERSITY DEVELOPMENT OFFICE 124
    MOUNT AUBURN STREET
    CAMBRIDGE,MA02138
    N/A PC HARVARD UNIVERSITY FUND FOR GIFTS 550,000
    HARVARD UNIVERSITY
    UNIVERSITY DEVELOPMENT OFFICE 124
    MOUNT AUBURN STREET
    CAMBRIDGE,MA02138
    N/A PC ENDOWED SUPPORT FOR THE JULIUS R. GAUDIO UNDERGRADUATE SCHOLARSHIP 450,000
    INTERNATIONAL CRISIS GROUP
    10 GRAND CENTRAL 155 EAST 44TH
    STREET SUITE 1705
    NEW YORK,NY10017
    N/A PC ICG'S "BALKAN INITIATIVE" PROJECT 521,493
    Total .................................bullet 3b 1,521,493
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 2,760  
    4 Dividends and interest from securities....     14 963,485  
    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.....     01 8,561  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 2,957,711  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFOREIGN EXCHANGE RATE INCOME (LOSS)
        01 200,543  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,133,060 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,133,060
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE GAUDIO FAMILY FOUNDATION
    C/O FULTON VITTORIA LLP
    Employer identification number

    45-3597259
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE GAUDIO FAMILY FOUNDATION
    C/O FULTON VITTORIA LLP
    Employer identification number
    45-3597259
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    JULIUS GAUDIO
     
    C/O THE AYCO COMPANY LP PO BOX 860
     
    SARATOGA SPRINGS, NY12866

    $ 18,451,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    HM REVENUE & CUSTOMS CHARITIES
     
    PO BOX 205
     
      , BOOTLE, L69 9AZ   UK

    $ 2,110,981


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE GAUDIO FAMILY FOUNDATION
    C/O FULTON VITTORIA LLP
    Employer identification number

    45-3597259
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE GAUDIO FAMILY FOUNDATION
    C/O FULTON VITTORIA LLP
    Employer identification number

    45-3597259
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE GAUDIO FAMILY FOUNDATION
     
    C/O FULTON VITTORIA LLP
    EIN:
    45-3597259
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PKF O'CONNOR DAVIES, LLP 49,801 0   49,801
    PRESTI & NAEGELE 16,315 0   16,315
    PKF LITTLEJOHN LLP 3,575 0   3,575

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

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    THE GAUDIO FAMILY FOUNDATION
     
    C/O FULTON VITTORIA LLP
    EIN:
    45-3597259
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    ETOBICOKE COLLEGIATE INSTITUTE
     
    86 MONTGOMERY ROAD
    TORONTO,ONTARIOM9A 3N5
    CA
    2018-11-26 15,000 THIS GRANT WILL BE USED IN CONNECTION WITH THE RENOVATION OF THE TRACK AND FIELD AT ETOBICOKE COLLEGIATE UNIVERSITY 15,000 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 09/10/21   N/A
    CITY HARVEST
     
    UNIT 22 ACTON PARK
      ACTONW3 7QE
    UK
    2019-11-08 74,923 THIS GRANT WILL GO DIRECTLY TOWARDS RESCUING NUTRITIOUS SURPLUS FOOD AND DELIVERING TO COMMUNITY FOOD PROGRAMMES THAT NOURISH THOUSANDS OF LONDONERS WHO ARE EXPERIENCING HUNGER EACH DAY. THE FUNDING WILL KEEP OUR VANS AND DRIVERS ON THE ROAD 7 DAYS A WEEK THROUGHOUT LONDON. 74,923 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 5/29/20   N/A
    JUST FOR KIDS LAW LIMITED
     
    UNIT 4D LEROY HOUSE 436 ESSEX ROAD
      LONDONN1 3QP
    UK
    2019-06-18 50,681 THE GRANT WILL BE USED TO SUPPORT JUST FOR KIDS LAW IN DELIVERING ITS CORE WORK WITH CHILDREN AND YOUNG PEOPLE. JUST FOR KIDS LAW IS A UK CHARITY THAT SUPPORTS CHILDREN AND YOUNG PEOPLE BY PROVIDING LEGAL REPRESENTATION AND ADVICE, DIRECT ADVOCACY AND SUPPORT, AND CAMPAIGNING TO ENSURE CHILDREN AND YOUNG PEOPLE IN THE UK HAVE THEIR LEGAL RIGHTS AND ENTITLEMENTS RESPECTED AND PROMOTED, AND THEIR VOICES HEARD AND VALUED. 50,681 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 5/28/20; 07/05/21   N/A
    MOTHERS 2 MOTHERS
     
    ST MARKS STUDIOS - UNIT 21 14
    CHILINGWORTH ROAD
      LONDONN7 8QJ
    UK
    2019-06-18 96,771 THE GRANT WILL BE USED TO SUPPORT MOTHERS2MOTHERS CORE CHARITABLE OBJECTIVES OF BRINGING HEALTH, HOPE AND SUPPORT TO CHILDREN, WOMEN AND THEIR FAMILIES IN SUB-SAHARAN AFRICA, TO CREATE A HEALTHY AND HIV-FREE GENERATION THAT TAKES CONTROL OF ITS HEALTH TO THRIVE, NOT JUST SURVIVE. 96,771 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 5/29/20; 07/05/21   N/A
    PLACE2BE
     
    175 STJOHN STREET
      LONDONEC1V 4LW
    UK
    2019-11-08 75,051 THE GRANT WILL BE USED TO ENHANCE THE WELLBEING AND PROSPECTS OF CHILDREN AND THEIR FAMILIES BY PROVIDING ACCESS TO THERAPEUTIC AND EMOTIONAL SUPPORT IN SCHOOLS ACROSS ENGLAND, SCOTLAND AND WALES 75,051 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 5/28/20; 06/29/21   N/A
    SAFE LIVES LTD
     
    SUITE 2A WHITEFRIARS LEWINS MEAD
      BRISTOLBS1 2NT
    UK
    2019-11-08 75,436 THE PURPOSE OF THIS GRANT IS TO SUPPORT OUR GOAL OF ENDING DOMESTIC ABUSE FOR EVERYONE AND FOR GOOD. WE COMBINE INSIGHT FROM SURVIVORS, FRONTLINE SERVICES, SURVIVORS AND DATA TO SUPPORT PEOPLE TO BECOME SAFE, WELL AND REBUILD THEIR LIVES. WE WORK AT THE CUTTING EDGE OF NEW INTERVENTIONS AND RESPONSE, CONSTANTLY LOOKING FOR IMPROVEMENT. INFORMED BY SURVIVORS AND WORKING WITH FRONTLINE SERVICES, WE TEST NEW APPROACHES FOR ALL TYPES OF ABUSE, FOR EVERYONE INVOLVED, TO MAKE LASTING IMPROVEMENTS 75,436 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 5/28/20; 07/07/21   N/A
    SMART WORKS CHARITY
     
    UNIT 9 SHEPPERTON HOUSE 89-93
    SHEPPERTON ROAD
      LONDONN1 3DF
    UK
    2019-06-18 48,690 THE GRANT WILL BE USED TO HELP SMART WORKS FULFIL ITS CORE CHARITABLE OBJECTIVE : TO HELP DISADVANTAGED WOMEN FULFIL THEIR POTENTIAL AND START A NEW CHAPTER OF THEIR LIVES 48,690 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 5/28/20; 07/06/21   N/A
    ST GILES TRUST
     
    GEORGIAN HOUSE 64-68 CAMBERWELL
    CHURCH STREET
      LONDONSE5 8JB
    UK
    2019-06-18 81,211 THE GRANT WILL BE USED TO PROVIDE SUPPORT, EXCLUSIVELY THROUGH THE SOS PROJECT, TO YOUNG PEOPLE EXPOSED TO OR AT RISK OF VIOLENCE, VULNERABILITY AND EXPLOITATION. 81,211 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 5/28/20; 07/07/21   N/A
    WEST LONDON ZONE
     
    140-44 FRESTON ROAD
      LONDONW10 6TR
    UK
    2019-11-08 75,442 TO SUPPORT CHILDREN AGED 3-18 IN SCHOOLS IN WEST LONDON TO FLOURISH BY PROVIDING A TWO-YEAR SUPPORT PACKAGE, DELIVERED BY A LINK WORKER AND NETWORK OF SPECIALIST PARTNER CHARITIES. 74,764 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 5/27/20; 07/06/21   N/A
    LES AMIS DU CENTRE POMPIDOU (1)
     
    CENTRE POMPIDOU
      PARIS  
    FR
    2019-12-30 150,168 ONE-HALF OF THE GRANT (15,000) IS TO BE USED FOR THE BENEFIT OF THE INTERNATIONAL CIRCLE AND ONE-HALF OF THE GRANT (15,000) IS TO BE USED FOR THE BENEFIT OF GAD (DESIGN ACQUISITION COMMITTEE) 100,000 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 08/23/21   N/A
    LES AMIS DU CENTRE POMPIDOU (2)
     
    CENTRE POMPIDOU
      PARIS  
    FR
    2019-12-27 33,546 $100,000 IS TO BE ALLOCATED TO THE ACQUISITION FROM DAVID ZWIRNER GALLERY OF THE UNNAMED HAROLD ANCART PAINTING, AND $50,000 (REPRESENTING A COMPLETE AND FINAL PLEDGE AMOUNT FOR THIS PURPOSE) IS TO BE ALLOCATED TO THE FUNDING OF A RESEARCH PROJECT 28,798 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 7/20/20, 08/23/21   N/A
    CITY HARVEST
     
    UNIT 22 ACTON PARK
      ACTONW3 7QE
    UK
    2020-04-02 124,950 GRANT WILL BE USED TO RESCUE NUTRITIOUS SURPLUS OF FOOD AND DELIVER IT TO COMMUNITY FOOD PROGRAMS THAT NOURISH THOUSANDS OF LONDONERS, AND ALSO TO SUPPORT ITS EFFORTS AND ACTIVITIES IN RESPONSE TO THE COVID CRISIS. 124,950 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 06/30/21   N/A
    CITY HARVEST
     
    UNIT 22 ACTON PARK
      ACTONW3 7QE
    UK
    2020-04-27 99,613 GRANT WILL BE USED TO RESCUE NUTRITIOUS SURPLUS OF FOOD AND DELIVER IT TO COMMUNITY FOOD PROGRAMS THAT NOURISH THOUSANDS OF LONDONERS, AND ALSO TO SUPPORT ITS EFFORTS AND ACTIVITIES IN RESPONSE TO THE COVID CRISIS. 99,613 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 06/30/21   N/A
    DRIVE FORWARD FOUNDATION
     
    14-15 LOWER MARSH
      LONDONSE1 7RJ
    UK
    2020-07-21 106,306 GRANT WILL BE USED TO SUPPORT DRIVE FORWARD'S CORE PURPOSE OF PROVIDING SUPPORT, ADVICE AND EDUCATION/JOB TRAINING TO YOUNG PEOPLE IN THE UK WHO HAVE EXPERIENCED THE FOSTER CARE SYSTEM; PARTICULAR ATTENTION TO EFFORTS AND ACTIVITIES RELATED TO COVID-19 CRISIS 50,986 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 06/29/21   N/A
    GIRLS NOT BRIDES
     
    65 LEADENHALL STREET 7TH FL
      LONDONEC3A 2AD
    UK
    2020-07-21 106,306 GRANT WILL BE USED TO SUPPORT GNBS CORE PURPOSE OF SUPPORTING OVER 1400-MEMBER ORGANIZATIONS EFFORTS TO END CHILD MARRIAGE AROUND THE WORLD. IN PARTICULAR, THIS GRANT WILL BE USED TO SUPPORT GNBS EFFORTS AND ACTIVITIES IN RESPONSE TO THE COVID CRISIS. 0 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 02/04/21   N/A
    HELPFORCE COMMUNITY
     
    20 STANLEY GARDENS
      LONDONW11 2NG
    UK
    2020-07-21 212,611 GRANT WILL BE USED TO SUPPORT HELPFORCES CORE PURPOSE OF SUPPORTING PATIENT AND STAFF WELLBEING IN THE UK HEALTHCARE SYSTEM BY PROMOTING THE ROLE/VALUE/EFFECTIVENESS OF VOLUNTEERS WITHIN THE SYSTEM, IN PARTICULAR, THIS GRANT WILL BE USED TO SUPPORT HELPFORCES EFFORTS AND ACTIVITIES IN RESPONSE TO THE COVID CRISIS. 0 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 01/29/21   N/A
    JUST FOR KIDS LAW LIMITED
     
    UNIT 4D LEROY HOUSE 436 ESSEX ROAD
      LONDONN1 3QP
    UK
    2020-04-27 49,806 GRANT WILL BE USED TO SUPPORT JUST FOR KIDS LAW IN DELIVERING ITS CORE WORK WITH CHILDREN AND YOUNG PEOPLE, ENSURING CHILDREN AND YOUNG PEOPLE IN THE UK HAVE THEIR LEGAL RIGHTS AND ENTITLEMENTS RESPECTED AND PROMOTED, AS RELATED TO ORGANIZATION'S RESPONSE TO COVID-19 49,806 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 07/05/21   N/A
    JUST FOR KIDS LAW LIMITED
     
    UNIT 4D LEROY HOUSE 436 ESSEX ROAD
      LONDONN1 3QP
    UK
    2020-06-16 52,101 GRANT WILL BE USED TO SUPPORT JUST FOR KIDS LAW IN DELIVERING ITS CORE WORK WITH CHILDREN AND YOUNG PEOPLE, ENSURING CHILDREN AND YOUNG PEOPLE IN THE UK HAVE THEIR LEGAL RIGHTS AND ENTITLEMENTS RESPECTED AND PROMOTED, AS RELATED TO ORGANIZATION'S RESPONSE TO COVID-19 783 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 07/05/21   N/A
    SOC DES AMIS MUSEE NATIONAL ART
     
    CENTRE POMPIDOU
      PARIS CEDEX 0475191
    FR
    2020-12-11 37,276 ONE-HALF OF THE GRANT WILL BE USED FOR THE BENEFIT OF THE INTERNATIONAL CIRCLE AND ONE-HALF OF THE GRANT WILL BE USED FOR THE BENEFIT OF GAD (DESIGN ACQUISITION COMMITTEE). 0 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 08/23/21   N/A
    MENTAL HEALTH INNOVATION
     
    PHOENIX BREWERY 13 BRAMLEY ROAD
      LONDONW10 6SP
    UK
    2020-07-21 212,611 GRANT WILL BE USED TO SUPPORT MHIS CORE PURPOSE OF USING TECHNOLOGY TO IMPROVE THE QUALITY AND ACCESSIBILITY OF MENTAL HEALTH SUPPORT IN THE UK, IN PARTICULAR, THIS GRANT WILL BE USED TO SUPPORT MHIS EFFORTS AND ACTIVITIES IN RESPONSE TO THE COVID CRISIS. 210,129 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 07/07/21   N/A
    PLACE2BE
     
    175 STJOHN STREET
      LONDONEC1V 4LW
    UK
    2020-04-27 99,613 GRANT WILL BE USED TO ENHANCE WELLBEING AND PROSPECTS OF CHILDREN AND THEIR FAMILIES BY PROVIDING ACCESS TO THERAPEUTIC AND EMOTIONAL SUPPORT IN SCHOOLS ACROSS ENGLAND, SCOTLAND AND WALES. IN PARTICULAR, THIS GRANT WILL BE USED, IN ACCORDANCE WITH PLACE2BES CHARITABLE OBJECTIVES, TO SUPPORT ITS EFFORTS AND ACTIVITIES IN RESPONSE TO THE COVID CRISIS. 99,613 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 06/29/21   N/A
    REFUGEE ACTION
     
    VICTORIA CHARITY CENTRE 11 BELGRAVE
    RD PIMLICO
      LONDONSW1V 1RB
    UK
    2020-07-21 212,611 THE GRANT WILL BE USED BY REFUGEE ACTION IN ACCORDANCE WITH THE TERMS, AND SOLELY FOR THE PURPOSES SET OUT IN ITS 2020 COVID UPDATE. SPECIFICALLY, 1) COVID EMERGENCY RESPONSE WORK, 2) ASYLUM CRISIS PROJECT, AND 3) GOOD PRACTICE PARTNERSHIP TEAM. 104,882 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 07/05/21   N/A
    RESURGO TRUST
     
    ST PAULS PLACE MACBETH STREET
      LONDONW6 9JJ
    UK
    2020-07-21 106,306 GRANT WILL BE USED TO SUPPORT RESURGOS CORE PURPOSE OF IMPROVING EDUCATION/JOB PROSPECTS OF UNEMPLOYED YOUNG PEOPLE FROM DISADVANTAGED BACKGROUNDS IN THE UK, IN PARTICULAR, THIS GRANT WILL BE USED TO SUPPORT RESURGOS EFFORTS AND ACTIVITIES IN RESPONSE TO THE COVID CRISIS. 51,526 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 07/06/21   N/A
    SAFE LIVES LTD
     
    SUITE 2A WHITEFRIARS LEWINS MEAD
      BRISTOLBS1 2NT
    UK
    2020-04-27 199,226 GRANT WILL BE USED TO SUPPORT SAFELIVES' GOAL OF ENDING DOMESTIC VIOLENCE FOR EVERYONE AND FOR GOOD. IN PARTICULAR, THIS GRANT WILL BE USED, IN ACCORDANCE WITH SAFE LIVESCHARITABLE OBJECTIVES, TO SUPPORT ITS EFFORTS AND ACTIVITIES IN RESPONSE TO THE COVID CRISIS. 86,187 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 07/08/21   N/A
    SMART WORKS CHARITY
     
    UNIT 1 CANONBURY YARD 202-208 NEW
    NORTH ROAD
      LONDONN1 3DF
    UK
    2020-04-27 49,806 GRANT WILL BE USED TO FULFILL SMART WORKS' CORE CHARITABLE OBJECTIVE: TO HELP DISADVANTAGED WOMEN FULFIL THEIR POTENTIAL AND START A NEW CHAPTER OF THEIR LIVES, AS RELATED TO ORGANIZATION'S RESPONSE TO COVID-19 49,806 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 07/02/21   N/A
    SMART WORKS CHARITY
     
    UNIT 1 CANONBURY YARD 202-208 NEW
    NORTH ROAD
      LONDONN1 7BJ
    UK
    2020-06-16 52,101 GRANT WILL BE USED TO FULFILL SMART WORKS' CORE CHARITABLE OBJECTIVE: TO HELP DISADVANTAGED WOMEN FULFIL THEIR POTENTIAL AND START A NEW CHAPTER OF THEIR LIVES, AS RELATED TO ORGANIZATION'S RESPONSE TO COVID-19 3,230 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 07/02/21   N/A
    ST GILES TRUST
     
    GEORGIAN HOUSE 64-68 CAMBERWELL
    CHURCH STREET
      LONDONSE5 8JB
    UK
    2020-04-27 199,226 GRANT WILL PROVIDE SUPPORT EXCLUSIVELY THROUGH THE SOS PROJECT TO YOUNG PEOPLE EXPOSED TO OR AT RISK OF VIOLENCE, VULNERABILITY AND EXPLOITATION, AS RELATED TO THE ORGANIZATION'S RESPONSE TO COVID-19 146,125 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 07/07/21   N/A
    WEST LONDON ZONE
     
    140-44 FRESTON ROAD
      LONDONW10 6TR
    UK
    2020-04-15 199,226 GRANT WILL BE USED TO SUPPORT CHIDREN AGED 3 - 18 IN SCHOOLS IN WEST LONDON TO FLOURISH BY PROVIDING A TWO-YEAR SUPPORT PACKAGE, DELIVERED BY A LINK WORKER AND NETWORK OF SPECIALIST PARTNER CHARITIES, AS RELATED TO THE ORGANIZATION'S RESPONSE TO COVID-19 118,541 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 04/27/20; 06/30/21   N/A
    WEST LONDON ZONE
     
    140-44 FRESTON ROAD
      LONDONW10 6TR
    UK
    2020-12-24 33,221 THE GRANT IS INTENDED AS A HUMANITARIAN GRANT TO GO TOWARDS ALLEVIATING SOME OF THE HARDSHIPS WHICH SOME FAMILIES IN WEST LONDON CONTINUE TO SUFFER AS A RESULT OF THE COVID PANDEMIC. EXAMPLES OF ACCEPTABLE ALLOCATIONS OF THIS GRANT INCLUDE (BUT ARE NOT LIMITED TO): FINANCIAL SUPPORT FOR IT EQUIPMENT (LAPTOPS/TABLETS/SOFTWARE, DONGLES TO ACCESS THE INTERNET AND GOOD WIFI), FINANCIAL SUPPORT FOR EDUCATIONAL RESOURCES (INCLUDING BOOKS, SCHOOL SUPPLIES AND EQUIPMENT FOR CHILDREN WITH PARTICULAR NEEDS), FINANCIAL SUPPORT FOR CHILDRENS SCHOOL UNIFORMS, FINANCIAL SUPPORT FOR CHILDREN TO GO ON SCHOOL TRIPS, FINANCIAL SUPPORT FOR NECESSARY HOUSEHOLD ITEMS SUCH AS DESKS AND OTHER FURNITURE, FINANCIAL SUPPORT FOR HOUSEHOLD BILLS 0 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS NOT YET DUE   N/A

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE GAUDIO FAMILY FOUNDATION
     
    C/O FULTON VITTORIA LLP
    EIN:
    45-3597259
    Name of Bond End of Year Book Value End of Year Fair Market Value
    EQUINIX INC 10,165 10,165
    HP ENTERPRISE CO 10,275 10,275
    ABBVIE INC 11,141 11,141
    MORGAN STANLEY 15,093 15,093
    WALT DISNEY COMPANY/THE 15,677 15,677
    APPLE INC 15,734 15,734
    DOLLAR GENERAL CORP 15,871 15,871
    MITSUBISHI UFJ FIN GRP 16,262 16,262
    PNC FINANCIAL SERVICES 16,433 16,433
    METLIFE INC 16,486 16,486
    JPMORGAN CHASE & CO 16,642 16,642
    AT&T INC 16,752 16,752
    GOLDMAN SACHS GROUP INC 16,841 16,841
    SUNTRUST BANKS INC 16,985 16,985
    CAPITAL ONE FINANCIAL CO 17,118 17,118
    DIGITAL REALTY TRUST LP 17,241 17,241
    COMCAST CORP 18,057 18,057
    SUMITOMO MITSUI FINL GRP 20,735 20,735
    CHEVRON CORP 20,800 20,800
    CITIGROUP INC 20,800 20,800
    BANK OF MONTREAL 21,317 21,317
    US BANCORP 21,320 21,320
    HOME DEPOT INC 22,359 22,359
    BANK OF AMERICA CORP 22,382 22,382
    WESTPAC BANKING CORP 23,002 23,002
    ANTHEM INC 23,063 23,063
    DUPONT DE NEMOURS INC 25,331 25,331
    MCDONALD'S CORP 25,603 25,603
    ANTHEM INC 26,739 26,739
    AFLAC INC 26,950 26,950
    CIGNA CORP 27,027 27,027
    EXPRESS SCRIPTS HOLDING 27,090 27,090
    NORTHROP GRUMMAN CORP 27,192 27,192
    US BANCORP 27,216 27,216
    GENERAL MOTORS FINL CO 27,230 27,230
    FIFTH THIRD BANCORP 27,266 27,266
    AT&T INC 27,276 27,276
    XCEL ENERGY INC 27,480 27,480
    ABBVIE INC 27,852 27,852
    HALLIBURTON COMPANY 28,038 28,038
    CVS HEALTH CORP 30,178 30,178
    REGIONS FINANCIAL CORP 32,544 32,544
    CAPITAL ONE FINANCIAL CO 32,861 32,861
    MCKESSON CORP 32,927 32,927
    AMERICAN EXPRESS CO 38,227 38,227
    APPLE INC 46,277 46,277
    SUNTRUST BANK 48,846 48,846
    GOLDMAN SACHS GROUP INC 50,406 50,406
    MORGAN STANLEY 50,987 50,987
    ROYAL BANK OF CANADA 51,369 51,369
    DEERE & COMPANY 51,434 51,434
    CANADIAN IMPERIAL BANK 51,695 51,695
    WESTPAC BANKING CORP 51,705 51,705
    GLAXOSMITHKLINE CAPITAL 51,713 51,713
    IBM CREDIT CORP 51,744 51,744
    BP CAP MARKETS AMERICA 51,990 51,990
    CHEVRON CORP 53,579 53,579
    MITSUBISHI UFJ FIN GRP 53,597 53,597
    PEPSICO INC 54,562 54,562
    STATE STREET CORP 55,480 55,480
    JPMORGAN CHASE & CO 56,802 56,802

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE GAUDIO FAMILY FOUNDATION
     
    C/O FULTON VITTORIA LLP
    EIN:
    45-3597259
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ASHTEAD GROUP PLC 569 569
    LIBERTY FORMULA ONE COMMON STOCK 836 836
    CRH PLC - ADR 979 979
    BANCO BRADESCO S A 1,589 1,589
    BRITISH AMERICAN TOBACCO P.L.C - ADR 1,650 1,650
    CSL LIMITED 1,652 1,652
    BROOKFIELD RENEWABLE CORP 1,748 1,748
    NOVARTIS AG - ADR 1,794 1,794
    CRITEO SA 1,825 1,825
    UNITED OVERSEAS BANK LIMITED - ADR 1,845 1,845
    LOGITECH INTERNATIONAL S.A. 1,944 1,944
    AMCOR PLC 2,072 2,072
    NIDEC - ADR 2,092 2,092
    BEIERSDORF AG 2,157 2,157
    COGNEX CORP 2,409 2,409
    ASML HOLDING N.V. 2,439 2,439
    SANOFI-AVENTIS 2,478 2,478
    CARLSBERG A/S 2,538 2,538
    HEINEKEN N V 2,569 2,569
    PERNOD RICARD SA 2,569 2,569
    LVMH MOET HENNESSY UNSP ADR - ADR 2,619 2,619
    SMC CORPORATION 2,633 2,633
    LINDE PUBLIC LIMITED COMPANY 2,635 2,635
    ALCON, INC. 2,639 2,639
    NOVO NORDISK A/S - ADR 2,654 2,654
    FANUC CORPORATION 2,691 2,691
    CANNAE HOLDINGS INC 2,700 2,700
    OPEN TEXT CORPORATION 2,864 2,864
    CHOICE HOTELS INTL INC COM 2,988 2,988
    CHINA MENGNIU DAIRY COMPANY LIMITED 3,060 3,060
    LIBERTY SIRIUSXM GROUP 3,153 3,153
    NEW ORIENTAL ED & TECH GRP ISPON ADR 3,159 3,159
    GRUPO AEROPORTUARIO DEL PACIFICO SAB 3,227 3,227
    AGILENT TECHNOLOGIES INC 3,436 3,436
    ICON PLC 3,510 3,510
    GLAXOSMITHKLINE PLC - ADR 3,533 3,533
    KNORR-BREMSE AKTIENGESELLSCHAFT 3,715 3,715
    HOYA CORP 3,886 3,886
    SMITH & NEPHEW PLC - ADR 3,964 3,964
    MONDELEZ INTERNATIONAL INC 3,976 3,976
    KOITO MANUFACTURING CO., LTD. 4,027 4,027
    ORIX CORPORATION - ADR 4,098 4,098
    UNION PACIFIC CORP 4,164 4,164
    M & T BANK CORPORATION COM 4,201 4,201
    PROSUS NV 4,208 4,208
    AIRBNB INC 4,257 4,257
    COLFAX CORPORATION 4,321 4,321
    KUEHNE + NAGEL INTERNATIONAL AG 4,367 4,367
    SANDS CHINA LTD 4,450 4,450
    BOOKING HOLDINGS INC 4,455 4,455
    SANOFI-AVENTIS 4,519 4,519
    YUM CHINA HOLDINGS INC 4,567 4,567
    PUBLIC SVC ENTERPRISE GROUP INC 4,722 4,722
    KOMATSU LIMITED - ADR 4,761 4,761
    OLYMPUS CORPORATION - ADR 4,842 4,842
    DEUTSCHE BOERSE AG 4,850 4,850
    JPMORGAN CHASE & CO 4,956 4,956
    AIA GROUP LTD-SP 4,962 4,962
    SUMMIT MATERIALS INC 5,040 5,040
    ROCHE HOLDINGS LTD - ADR 5,085 5,085
    SCHNEIDER ELECTRIC SE. 5,182 5,182
    PHILIP MORRIS INTERNATIONAL IN 5,216 5,216
    PHILIP MORRIS INTERNATIONAL IN 5,299 5,299
    SONY CORPORATION - ADR 5,358 5,358
    LVMH MOET HENNESSY UNSP ADR - ADR 5,363 5,363
    CANADIAN NATL RR CO COM 5,383 5,383
    MEDTRONIC, PLC 5,388 5,388
    NESTLE S.A. REGISTERED SHARES - ADR 5,419 5,419
    JD.COM INC 5,450 5,450
    AMGEN INC 5,518 5,518
    TOKYO ELECTRON LIMITED 5,615 5,615
    WOLTERS KLUWER NV - ADR 5,624 5,624
    TOTAL S.A. - ADR 5,658 5,658
    TENCENT HOLDIGNS LIMITED 5,751 5,751
    INTERNATIONAL FLAVORS & FRAGRANCES 5,769 5,769
    ANALOG DEVICES INC 5,909 5,909
    S&P GLOBAL INC 5,917 5,917
    FLUTTER ENTERTAINMENT PUBLIC LIMITED 5,945 5,945
    KENNEDY-WILSON HOLDINGS INC 5,957 5,957
    BASF AKTIENGESELLSCHAFT 6,002 6,002
    BRIGHT HORIZONS FAMILY SOLUTIONS 6,055 6,055
    DOLLAR GENERAL CORP 6,099 6,099
    DEUTSCHE POST AG 6,330 6,330
    SUMITOMO TRUST AND BANKING COMPANY 6,491 6,491
    WAL-MART DE MEXICO, S.A.B. DE C.V. 6,500 6,500
    FARFETCH LIMITED 6,509 6,509
    SANDVIK AB - ADR 6,541 6,541
    TAKEDA PHARMACEUTICAL COMPANY 6,552 6,552
    HDFC BANK LTD. - ADR 6,648 6,648
    BROWN FORMAN CORP CL B 6,672 6,672
    BRITISH AMERICAN TOBACCO P.L.C - ADR 6,711 6,711
    SIEMENS AG 6,748 6,748
    LIBERTY BROADBAND CORP 6,776 6,776
    SAREPTA THERAPEUTICS INC 6,820 6,820
    CGI GROUP, INC. 6,900 6,900
    BANK OF AMERICA CORP 6,911 6,911
    TAIWAN SEMICONDUCTOR MANUFACTU - ADR 6,979 6,979
    BROADCOM INC 7,006 7,006
    KONINKLIJKE PHILIPS N.V. 7,042 7,042
    DUKE ENERGY HOLDING CORP. COM 7,050 7,050
    AXA - ADR 7,089 7,089
    ROCHE HOLDINGS LTD - ADR 7,190 7,190
    DRIL-QUIP INC COM 7,257 7,257
    WILLIAMS COS INC 7,338 7,338
    ZOOM VIDEO COMMUNICATIONS INC 7,421 7,421
    SNAP ON INC 7,530 7,530
    AIR PRODS & CHEMS INC COM 7,650 7,650
    ALIBABA GROUP HOLDING LTD. 7,680 7,680
    TC ENERGY CORP 7,696 7,696
    NESTLE S.A. REGISTERED SHARES - ADR 7,775 7,775
    MOTOROLA SOLUTIONS, INC. 7,823 7,823
    GUARDANT HEALTH INC 7,862 7,862
    APTARGROUP INC COM 7,940 7,940
    HASBRO INC 7,951 7,951
    SLACK TECHNOLOGIES INC 8,026 8,026
    DEUTSCHE BOERSE AG 8,078 8,078
    LIBERTY SIRIUSXM GROUP 8,093 8,093
    DONALDSON CO INC 8,270 8,270
    SQUARE INC 8,270 8,270
    HONEYWELL INTERNATIONAL INC 8,295 8,295
    MONDELEZ INTERNATIONAL INC 8,303 8,303
    HYATT HOTELS CORP 8,316 8,316
    ATRION CORP 8,349 8,349
    VERIZON COMMUNICATIONS 8,401 8,401
    CVS HEALTH CORPORATION 8,606 8,606
    JOHNSON & JOHNSON 8,656 8,656
    AON PLC 8,662 8,662
    RESTAURANT BRANDS INTERNATIONAL INC. 8,739 8,739
    QUALCOMM INC 8,836 8,836
    NEXTERA ENERGY, INC. 8,949 8,949
    UNILEVER N.V. - ADR 8,994 8,994
    PROGRESSIVE CORP OHIO 8,998 8,998
    SNOWFLAKE INC 9,005 9,005
    DANAHER CORP 9,108 9,108
    COCA-COLA EUROPEAN PARTNERS PLC 9,169 9,169
    MICROSOFT CORP 9,342 9,342
    GOLDMAN SACHS GROUP INC 9,494 9,494
    PROCTER & GAMBLE CO 9,740 9,740
    HOWARD HUGHES CORP/THE 9,945 9,945
    MERCK & CO INC NEW 10,061 10,061
    ROSS STORES INC 10,070 10,070
    RPM INTERNATIONAL INC 10,077 10,077
    FIRST REPUBLIC BANK/SAN FRANCI 10,432 10,432
    LOCKHEED MARTIN CORP 10,649 10,649
    HENRY JACK & ASSOC INC COM 10,853 10,853
    LIBERTY FORMULA ONE COMMON STOCK 10,863 10,863
    COMCAST CORP CLASS A 11,109 11,109
    TYLER TECHNOLOGIES INC 11,350 11,350
    MOODYS CORP 11,610 11,610
    COCA COLA CO 11,626 11,626
    NOVARTIS AG - ADR 11,709 11,709
    MOTOROLA SOLUTIONS, INC. 12,244 12,244
    INTUITIVE SURGICAL INC 12,272 12,272
    MSCI INC 12,503 12,503
    ARTISAN PARTNERS ASSET MANAGEM 12,937 12,937
    LOWES COS INC 13,001 13,001
    PRICESMART INC 13,117 13,117
    RLI CORP COM 13,748 13,748
    RBC BEARINGS INC 13,965 13,965
    CISCO SYSTEMS INC 14,096 14,096
    HEICO CORP CL A 14,984 14,984
    DOMINOS PIZZA INC 15,338 15,338
    MARTIN MARIETTA MATLS INC COM 15,618 15,618
    MOELIS & CO 15,805 15,805
    CREDIT ACCEPTANCE CORP MICHIGAN 15,922 15,922
    FASTENAL CO 16,114 16,114
    FNF GROUP 16,379 16,379
    LENNAR CORPORATION CLASS A COMMON 16,466 16,466
    BROOKFIELD INFRASTRUCTURE-A 16,846 16,846
    BROWN & BROWN INC 16,878 16,878
    VERTEX PHARMACEUTICALS INC COM 17,016 17,016
    IHS MARKIT LTD 17,158 17,158
    KERING 17,316 17,316
    REALPAGE INC 17,448 17,448
    IDEXX CORP 17,495 17,495
    LIVE NATION ENTERTAINMENT INC 17,562 17,562
    ARCH CAPITAL GROUP LTD 17,638 17,638
    SPLUNK INC 17,838 17,838
    FACTSET RESH SYS INC COM 17,955 17,955
    TELADOC HEALTH INC. 17,996 17,996
    VERISK ANALYTICS INC 18,060 18,060
    S&P GLOBAL INC 18,080 18,080
    TRANSUNION 18,455 18,455
    DEXCOM INC 18,486 18,486
    PELOTON INTERACTIVE INC 18,510 18,510
    SIMPSON MFG INC COM 18,597 18,597
    GUIDEWIRE SOFTWARE INC 18,923 18,923
    WATTS WATER TECHNOLOGIES INC 19,350 19,350
    METTLER-TOLEDO INTL INC 19,375 19,375
    WORKDAY INC 19,888 19,888
    MANHATTAN ASSOCIATES, INC COM 19,984 19,984
    ACUSHNET HOLDINGS CORP 20,635 20,635
    RESTAURANT BRANDS INTERNATIONAL INC. 20,961 20,961
    SAFRAN SA 21,134 21,134
    VAIL RESORTS INC COM 21,201 21,201
    TJX COMPANIES INC 21,580 21,580
    GARTNER INC 21,786 21,786
    MICROCHIP TECHNOLOGY INC COM 21,821 21,821
    UNION PACIFIC CORP 21,863 21,863
    FTI CONSULTING INC COM 22,567 22,567
    ROPER TECHNOLOGIES, INC. 22,848 22,848
    VERISIGN INC COM 22,938 22,938
    TORO CO 22,951 22,951
    ASPEN TECHNOLOGY INC COM 23,575 23,575
    EMCOR GROUP INC COM 23,871 23,871
    ANSYS INC 24,011 24,011
    COUPA SOFTWARE INCORPORATED 24,063 24,063
    CBRE GROUP INC 24,147 24,147
    SUNCOR ENERGY INC NEW F 24,180 24,180
    HOME DEPOT INC 24,437 24,437
    TRADE DESK INC/THE 24,831 24,831
    ATLASSIAN CORPORATION PLC 25,258 25,258
    CARVANA CO 25,391 25,391
    FIRST HAWAIIAN INC 25,514 25,514
    PRIMERICA INC 25,715 25,715
    GRACO INC 26,408 26,408
    TAIWAN SEMICONDUCTOR MANUFACTU - ADR 26,497 26,497
    EATON CORP PLC 26,791 26,791
    COSTAR GROUP, INC 26,804 26,804
    RIGHTMOVE PLC 26,940 26,940
    ABBVIE INC 27,432 27,432
    MARKEL HOLDINGS 27,899 27,899
    WIX.COM LTD 27,996 27,996
    O'REILLY AUTOMOTIVE INC 28,512 28,512
    AMGEN INC 28,970 28,970
    LIBERTY BROADBAND CORP 29,004 29,004
    VULCAN MATERIALS COMPANY 29,365 29,365
    CHEWY INC 29,664 29,664
    INTERPUBLIC GROUP COS INC 30,600 30,600
    SPOTIFY TECHNOLOGY S.A. 30,837 30,837
    COSTCO WHOLESALE CORP 30,896 30,896
    BLACK KNIGHT INC 31,188 31,188
    HILTON WORLDWIDE HOLDINGS INC 31,598 31,598
    HAIN CELESTIAL GROUP INC 31,759 31,759
    LVMH MOET HENNESSY UNSP ADR - ADR 32,056 32,056
    BOEING CO 32,751 32,751
    POOL CORPORATION 32,780 32,780
    ESTEE LAUDER COMPANIES INC 33,008 33,008
    CROWDSTRIKE HOLDINGS INC 33,044 33,044
    CHIPOTLE MEXICAN GRILL INC 33,281 33,281
    CARMAX INC 34,289 34,289
    AUTOHOME INC 34,967 34,967
    KKR & CO. INC. 35,793 35,793
    LULULEMON ATHLETICA INC 35,847 35,847
    FIDELITY NATL INFORMATION SVCS INC 36,214 36,214
    AUTODESK INC 36,946 36,946
    MASTERCARD INC 37,122 37,122
    FLEX LTD 37,452 37,452
    COPART INC COM 37,793 37,793
    ALPHABET INC CL C 38,541 38,541
    ALPHABET INC CL A 38,558 38,558
    TE CONNECTIVITY LTD 38,742 38,742
    TELEDYNE TECHNOLOGIES INC 39,590 39,590
    THERMO FISHER SCIENTIFIC INC 40,057 40,057
    BLACKSTONE GROUP INC/THE 40,117 40,117
    UBER TECHNOLOGIES INC 40,341 40,341
    UNILEVER PLC - ADR 40,381 40,381
    SQUARE INC 40,916 40,916
    CVS HEALTH CORPORATION 42,073 42,073
    NIKE INC CL B 42,865 42,865
    SALESFORCE COM INC 43,616 43,616
    TOTAL S.A. - ADR 43,670 43,670
    VISA INC-CLASS A SHRS 43,746 43,746
    MERCK & CO INC NEW 44,417 44,417
    BOOKING HOLDINGS INC 44,545 44,545
    MEDTRONIC, PLC 44,630 44,630
    GARMIN LTD 44,992 44,992
    AT & T INC 45,297 45,297
    TWILIO INC 45,359 45,359
    ELI LILLY & CO COM 47,275 47,275
    WASTE MANAGEMENT INC 47,526 47,526
    RAYTHEON COMPANY 48,770 48,770
    UNION PACIFIC CORP 49,348 49,348
    ELECTRONIC ARTS INC 49,829 49,829
    MATCH GROUP INC NEW 51,102 51,102
    COGNIZANT TECH SOLUTIONS CRP COM 51,219 51,219
    TARGET CORP 51,547 51,547
    BROOKFIELD ASSET MANAGE-CL A 52,041 52,041
    MONDELEZ INTERNATIONAL INC 52,097 52,097
    SYSCO CORP 53,022 53,022
    TORONTO DOMINION BK ONT COM NEW 53,373 53,373
    CELANESE CORP 53,405 53,405
    DIAGEO PLC - ADR 53,995 53,995
    LAS VEGAS SANDS CORP 54,176 54,176
    ADYEN N.V. 55,541 55,541
    LAM RESEARCH CORP COM 56,200 56,200
    UNITED PARCEL SERVICE-CL B 56,246 56,246
    TRANSDIGM GROUP INC 56,315 56,315
    ADOBE INC 56,514 56,514
    NIKE INC CL B 57,861 57,861
    VISA INC-CLASS A SHRS 60,151 60,151
    CISCO SYSTEMS INC 60,413 60,413
    PAYPAL HOLDINGS INC 60,658 60,658
    NVIDIA CORP 63,186 63,186
    BLACKROCK INC 64,217 64,217
    WALT DISNEY CO 64,319 64,319
    NETFLIX INC 71,917 71,917
    MANULIFE FINANCIAL CORP 73,329 73,329
    BROADCOM INC 73,997 73,997
    MICROSOFT CORP 74,288 74,288
    SHOPIFY INC - A W/I 78,105 78,105
    CITIGROUP INC. 82,994 82,994
    FACEBOOK INC 91,509 91,509
    JPMORGAN CHASE & CO 93,015 93,015
    UNITEDHEALTH GROUP INC 95,385 95,385
    TESLA, INC 146,779 146,779
    ALPHABET INC CL C 147,158 147,158
    APPLE INC 153,390 153,390
    AMAZON COM INC COM 166,103 166,103
    MICROSOFT CORP 202,625 202,625
    APPLE INC 228,492 228,492
    VANGUARD FUNDS PLC PTG. SHARES / FTSE JAPAN UCITS ETF 1,425,723 1,425,723
    DWS INVEST SICAV SHARES -FD50 -/ GLOBAL 2,076,645 2,076,645

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE GAUDIO FAMILY FOUNDATION
     
    C/O FULTON VITTORIA LLP
    EIN:
    45-3597259
    US Government Securities - End of Year Book Value:

    1,156,824
    US Government Securities - End of Year Fair Market Value:

    1,156,824
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE GAUDIO FAMILY FOUNDATION
     
    C/O FULTON VITTORIA LLP
    EIN:
    45-3597259
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BROADSTONE NET LEASE INC FMV 920 920
    SAUL CTRS INC COM FMV 1,140 1,140
    APARTMENT INVESTMENT AND MANAG FMV 1,404 1,404
    BROOKFIELD PROPERTY REIT INC. FMV 2,346 2,346
    VORNADO REALTY TRUST FMV 2,390 2,390
    DIAMONDROCK HOSPITALITY CO FMV 2,904 2,904
    BRANDYWINE RLTY TR BD FMV 2,978 2,978
    WEYERHAEUSER CO FMV 3,722 3,722
    AMERICAN ASSETS TRUST INC FMV 3,841 3,841
    APPLE HOSPITALITY REIT INC FMV 3,847 3,847
    AMERICAN CAMPUS CMNTYS INC FMV 4,320 4,320
    PARK HOTELS & RESORTS INC. FMV 4,373 4,373
    BOSTON PROPERTIES INC COM FMV 4,537 4,537
    EQUITY RESIDENTIAL PPTYS TR SH BEN FMV 4,802 4,802
    AGREE RLTY CORP COM FMV 5,393 5,393
    PUBLIC STORAGE INC COM FMV 5,542 5,542
    FIRST INDL RLTY TR INC COM FMV 5,814 5,814
    HEALTHCARE RLTY TR COM FMV 5,979 5,979
    DIGITAL RLTY TR INC FMV 5,999 5,999
    KILROY REALTY CORP COM FMV 6,314 6,314
    SIMON PROPERTY GROUP INC FMV 6,396 6,396
    CYRUSONE INC FMV 6,803 6,803
    SABRA HEALTH CARE REIT, INC. FMV 7,087 7,087
    REXFORD INDUSTRIAL REALTY INC FMV 7,465 7,465
    CORESITE REALTY CORP FMV 7,893 7,893
    REGENCY CENTERS CORP FMV 8,206 8,206
    CAMDEN PPTY TR SH BEN INT FMV 8,493 8,493
    CUBESMART FMV 8,873 8,873
    VICI PROPERTIES INC FMV 9,716 9,716
    PS BUSINESS PARKS INC/CA FMV 9,832 9,832
    APARTMENT INCOME REIT CORP FMV 10,217 10,217
    EQUITY LIFESTYLE PPTYS INC FMV 10,708 10,708
    COUSINS PROPERTIES, INC. FMV 11,424 11,424
    TERRENO REALTY CORP FMV 11,643 11,643
    EQUINIX, INC. FMV 12,141 12,141
    EXTRA SPACE STORAGE INC FMV 13,556 13,556
    STORE CAPITAL CORPORATION FMV 15,359 15,359
    AMERICAN TOWER CORP FMV 17,508 17,508
    HEALTHCARE TRUST OF AMERICA, INC. FMV 17,984 17,984
    SUN CMNTYS INC COM FMV 19,754 19,754
    ALEXANDRIA REAL ESTATE EQUITIES FMV 20,317 20,317
    AMERICAN HOMES 4 RENT FMV 22,650 22,650
    ESSEX PPTY TR COM FMV 23,505 23,505
    AVALONBAY CMNTYS INC FMV 27,434 27,434
    WELLTOWER INC FMV 29,919 29,919
    INVITATION HOMES INC FMV 30,086 30,086
    SBA COMMUNICATIONS CORPORATION FMV 32,727 32,727
    EQUINIX, INC. FMV 42,851 42,851
    PROLOGIS, INC. FMV 49,232 49,232
    CAPITAL ONE MULTI-ASSET EXECUTION FMV 51,761 51,761
    ISHARES MBS ETF FMV 62,223 62,223
    VANGUARD FTSE EMERGING MARKETS FMV 125,977 125,977
    ABERDEEN EMERGING MARKETS FMV 128,982 128,982
    SPDR S & P 500 ETF TRUST FMV 136,466 136,466
    ISHARES GOLD TRUST FMV 303,079 303,079
    PIMCO HIGH YIELD FUND FMV 352,621 352,621
    ISHARES RUSSELL MID-CAP ETF FMV 441,736 441,736
    BLACKROCK GLOBAL FUNDS SICAV SHARES-D4 FMV 594,988 594,988
    SPDR S&P EMERGING SMALL CAP FMV 732,785 732,785
    SCHRODER INTERNATIONAL SELECTION FUND SICAV SHARES -C- FMV 791,047 791,047
    NEUBERGER BERMAN INVESTMENT FUNDS PLC PTG.SHARES CLASS - I2 -DISTRIBUTING US FMV 804,445 804,445
    XTRACKERS(IE) PLC SHARES -1D FMV 1,067,237 1,067,237
    PIMCO FUNDS: GLOBAL INVESTORS SERIES PLC SHARES FMV 1,071,562 1,071,562
    GOLDMAN SACHS FUNDS SICAV SHARES - R FMV 1,156,750 1,156,750
    NINETY ONE GLOBAL STRATEGY FUND SICAV SHARES -JX-INC FMV 1,191,705 1,191,705
    VANGUARD FTSE EMERGING MARKETS FMV 1,465,116 1,465,116
    WISDOMTREE TR EMER MKT HIGH FD FMV 1,477,502 1,477,502
    DE SHAW ALKALI INTERNATIONAL FUND FMV 1,578,052 1,578,052
    PIMCO FUNDS: GLOBAL INVESTORS SERIES PLC SHARES INSTITUTIONAL CLASS USD FMV 1,735,488 1,735,488
    AVIVA INVESTORS SICAV SHARES -MA- FMV 1,772,869 1,772,869
    ISHARES MSCI ACWI EX US ETF FMV 1,818,317 1,818,317
    ISHARES MSCI EAFE VAL ETF FMV 1,844,906 1,844,906
    ISHARES RUSSELL MIDCAP V ETF FMV 1,886,842 1,886,842
    COUTTS EUROPE EX UK EQUITY INDEX FUND FMV 1,894,768 1,894,768
    ISHARES RUSSELL 2000 VALUE ETF FMV 2,087,052 2,087,052
    COUTTS US EQUITY INDEX FUND FMV 2,708,870 2,708,870
    ASIA CAPITAL REAL ESTATE PARTNERS III, LP FMV 2,776,048 2,776,048
    VANGUARD INTERMEDIATE TERM GOV FMV 3,113,348 3,113,348
    ISHARES MBS ETF FMV 3,152,472 3,152,472
    ISHARES TIPS BOND ETF FMV 3,177,847 3,177,847
    SPDR PORTFOLIO TIPS ETF FMV 3,179,558 3,179,558
    ISHARES RUSSELL 1000 GRW ETF FMV 3,495,324 3,495,324
    VANGUARD INDEX FDS S&P 500 ETF FMV 3,513,887 3,513,887
    ISHARES RUSSELL 1000 VALUE ETF FMV 3,647,546 3,647,546
    COUTTS ACTIVELY MANAGED US EQUITY FUND FMV 4,635,409 4,635,409
    DE SHAW OCULUS INTERNATIONAL FUND FMV 8,750,899 8,750,899
    DE SHAW VALENCE INTERNATIONAL FUND FMV 15,325,801 15,325,801
    DE SHAW COMPOSITE INTERNTIONAL FUND FMV 23,901,984 23,901,984

    TY 2020 LegalFeesSchedule
    Name:
    THE GAUDIO FAMILY FOUNDATION
     
    C/O FULTON VITTORIA LLP
    EIN:
    45-3597259
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FULTON VITTORIA LLP 209,441 0   209,441
    WITHERS LLP 20,240 0   20,240


    TY 2020 OtherExpensesSchedule
    Name:
    THE GAUDIO FAMILY FOUNDATION
     
    C/O FULTON VITTORIA LLP
    EIN:
    45-3597259
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES AND OTHER INVESTMENT EXPENSES 12,429 12,429   0
    MISCELLANEOUS EXPENSES 769 0   769
    FILING FEES 1,500 0   1,500
    INSURANCE 4,693 0   4,693
    DUES AND SUBSCRIPTIONS 1,530 0   1,530


    TY 2020 OtherIncomeSchedule2
    Name:
    THE GAUDIO FAMILY FOUNDATION
     
    C/O FULTON VITTORIA LLP
    EIN:
    45-3597259
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME (LOSS) 8,561 8,561 8,561
    FOREIGN EXCHANGE RATE INCOME (LOSS) 200,543 200,543 200,543


    TY 2020 OtherIncreasesSchedule
    Name:
    THE GAUDIO FAMILY FOUNDATION
     
    C/O FULTON VITTORIA LLP
    EIN:
    45-3597259
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 18,495,165


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE GAUDIO FAMILY FOUNDATION
     
    C/O FULTON VITTORIA LLP
    EIN:
    45-3597259
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT AND CUSTODIAL FEES 174,838 174,838   0
    AYCO - INVESTMENT MANAGEMENT 111,058 111,058   0
    NEXT LEVEL ADVISORY - FINANCIAL CONSULTING 96,300 48,150   48,150
    GREENWOOD PLACE LTD. - GRANT MANAGEMENT 162,645 0   162,645


    TY 2020 TaxesSchedule
    Name:
    THE GAUDIO FAMILY FOUNDATION
     
    C/O FULTON VITTORIA LLP
    EIN:
    45-3597259
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 5,312 5,312   0