Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
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 301
 
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$222,382,624
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) 14,506,528
2 Check right arrow.............
3 Interest on savings and temporary cash investments 48,983 48,983  
4 Dividends and interest from securities... 1,921,842 1,921,842  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -501,854
b Gross sales price for all assets on line 6a 23,823,903
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 402,806 402,806  
12 Total. Add lines 1 through 11........ 16,378,305 2,373,631  
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)......... 317,558 0   317,558
b Accounting fees (attach schedule)....... 111,817 0   111,817
c Other professional fees (attach schedule).... 715,888 377,464   338,424
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 46,224 34,225   11,999
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,191,487 411,689   779,798
25 Contributions, gifts, grants paid....... 6,444,592 6,444,592
26 Total expenses and disbursements. Add lines 24 and 25 7,636,079 411,689   7,224,390
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,742,226
b Net investment income (if negative, enter -0-) 1,961,942
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 35,021,859 23,601,628 23,601,628
2 Savings and temporary cash investments......... 894,818 20,159,465 20,159,465
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 155,053,100 Click to see attachment
List of Attached Documents:
// Content
178,571,714
178,571,714
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
49,817
Click to see attachment
List of Attached Documents:
// Content
49,817
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 190,969,777 222,382,624 222,382,624
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 190,969,777 222,382,624
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 190,969,777 222,382,624
30 Total liabilities and net assets/fund balances (see instructions). 190,969,777 222,382,624
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
190,969,777
2
Enter amount from Part I, line 27a .....................
2
8,742,226
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
22,670,621
4
Add lines 1, 2, and 3 ..........................
4
222,382,624
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
222,382,624
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a SALES OF PUBLICLY TRADED SECURITIES P    
b ASIA CAPITAL REAL ESTATE III P    
c CAPITAL GAINS DIVIDENDS P    
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 23,540,255   24,497,032 -956,777
b       171,275
c 283,648     283,648
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       -956,777
b       171,275
c       283,648
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 -501,854
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 27,271
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 27,271
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 27,271
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 136,032
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 136,032
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 108,761
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow108,761 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE, 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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowALFRED CAVALLARO ESQ Telephone no.right arrow (212) 586-0700

Located atright arrowONE ROCKEFELLER PLAZA SUITE 301NEW YORKNY ZIP+4right arrow10020
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowJE, UK
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
FULTON VITTORIA LLP LEGAL 296,080
ONE ROCKEFELLER PLAZA-3RD FL NO 301
NEW YORK,NY10020
GREENWOOD PLACE LTD GRANT MANAGEMENT 283,424
WEST WING SOMERSET HOUSE
LONDON   WC2R 1LA
UK
COUTTS & CO INVESTMENT MANAGEMENT 140,995
440 STRAND
LONDON   WC2R 0QS
UK
NEXT LEVEL ADVISORY FINANCIAL CONSULTING 110,000
PO BOX 875
RANCHO SANTA FE,CA92067
THE AYCO COMPANY FINANCIAL CONSULTING 94,558
321 BROADWAY
SARATOGA SPRINGS,NY12866
Total number of others receiving over $50,000 for professional services.............right arrow2
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
166,691,059
b
Average of monthly cash balances.......................
1b
46,158,335
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
212,849,394
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
212,849,394
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,192,741
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
209,656,653
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
10,482,833
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
10,482,833
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
27,271
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
27,271
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
10,455,562
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
10,455,562
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
10,455,562
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
7,224,390
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
7,224,390
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 10,455,562
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 5,038,977
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 7,224,390
a Applied to 2022, but not more than line 2a 5,038,977
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 2023 distributable amount..... 2,185,413
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
8,270,149
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 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

AMERICAN FRIENDS OF BLUE VENTURES INC

2311 WILSON BLVD STE 500
ARLINGTON,VA22201
N/A PC $225,000 OF FUNDS ARE INTENDED SPECIALLY TO BENEFIT BLUE VENTURES, OPERATING OUT OF BRISTOL, UK, AND $75,000 IS INTENDED TO BE ALLOCATED TO BV'S WORK IN TANZANIA 300,000

BRITISH SCHOOLS & UNIVERSITIES FOUNDATION INC

575 MADISON AVENUE SUITE 1006
NEW YORK,NY10022
N/A PC TO SUPPORT UNIVERSITY OF THE ARTS LONDON (UAL) IN SUPPORT OF A SCHOLARSHIP OR SCHOLARSHIPS 50,549

CAMFED USA FOUNDATION

4 EMBARCADERO CENTER SUITE 1400
SAN FRANCISCO,CA94111
N/A PC GENERAL OPERATING SUPPORT 250,054

CAMFED USA FOUNDATION

4 EMBARCADERO CENTER SUITE 1400
SAN FRANCISCO,CA94111
N/A PC FUNDS ARE SPECIFICALLY MEANT TO BENEFIT THE NEW CURATORS PROGRAM BEGINNING IN SEPTEMBER 2023, AND OPERATING FROM THE SOUTH LONDON GALLERY 350,000

CITY HARVEST LTD

UNIT 8 ACTON PARK INDUSTRIAL ESTATE
LONDON   W3 7QE
UK
N/A NC GENERAL OPERATING SUPPORT 254,422

CLIENTEARTH

23901 CALABASAS RD SUITE 1010
CALABASAS,CA91302
N/A PC $250,000 OF THE FUNDS TO BE ALLOCATED FOR GENERAL OPERATING SUPPORT AND THE REMAINING $200,000 TO BE ALLOCATED SOLELY TO CLIENTEARTH USA'S BLUE HEART OF EUROPE CAMPAIGN 450,000

DRIVE FORWARD FOUNDATION

14-15 LOWER MARSH
LONDON   SE1 7RJ
UK
N/A NC GENERAL OPERATING SUPPORT 127,211

EDUCATE GIRLS

C/O KALANTRY LLP 7026 GROTON STREET
FOREST HILLS,NY11375
N/A PC GENERAL OPERATING SUPPORT 150,000

EVERY MOTHER COUNTS

333 HUDSON STREET SUITE 1006
NEW YORK,NY10013
N/A PC GENERAL OPERATING SUPPORT 250,000

FRIENDS OF NEW CURATORS INC

6220 ROUGE DRIVE
RENO,NV89511
N/A PC TO BENEFIT SPECIFICALLY THE NEW CURATORS PROGRAM BEGINNING IN SEPTEMBER 2023, OPERATING FROM THE SOUTH LONDON GALLERY 100,000

INTERNATIONAL CRISIS GROUP

10 GRAND CENTRAL 155 EAST 44TH
STREET SUITE 1705
NEW YORK,NY10017
N/A PC GENERAL OPERATING SUPPORT 700,000

LES AMIS DU CENTRE POMPIDOU

6 RUE BEAUBOURG
PARIS   75004
FR
N/A NC 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) 32,465

LITTLE VILLAGE

144-146 TOOTING HIGH STREET
LONDON   SW17 0RT
UK
N/A NC GENERAL OPERATING SUPPORT 159,014

NAMATI INC

1616 P STREET NW SUITE 101
WASHINGTON,DC20036
N/A PC TO BUILD THE CAPACITY AND INCREASE THE CHARITABLE IMPACT OF A COHORT OF ORGANIZATIONS THAT UNDERTAKE ACTIVITIES THAT ARE PERMISSIBLE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CHARITABLE UNDER THE LAW OF ENGLAND AND WALES INCLUDING THROUGH PARTICIPATION IN THE BRIDGE PROGRAMME PROVIDED BY LIGHTFUL (COMPANY NUMBER 09135963, REGISTERED IN ENGLAND AND WALES) 175,047

NAMATI INC

1616 P STREET NW SUITE 101
WASHINGTON,DC20036
N/A PC GENERAL OPERATING SUPPORT 200,000

NEW HORIZON YOUTH CENTRE

68 CHARLTON STREET
LONDON   NW1 1JR
UK
N/A NC GENERAL OPERATING SUPPORT 222,619

OCEANA INC

1025 CONNECTICUT AVE NW SUITE 200
WASHINGTON,DC20036
N/A PC FUNDS INTENDED TO BE ALLOCATED TO OCEANA'S WORK IN THE UK 150,000

ONSIDE YOUTH ZONES

ATRIA SPA ROAD
BOLTON   BL1 4AG
UK
N/A NC GENERAL OPERATING SUPPORT 127,211

REFUGEE ACTION

179 ROYCE ROAD
MANCHESTER   M15 5TJ
UK
N/A NC REFUGEE ACTION'S FRONTLINE SERVICE, IN PARTICULAR TO "ASYLUM CRISIS LONDON AND NOT TO BE USED FOR ANY POLITICAL PURPOSES 286,225

RESURGO TRUST

COLET COURT 100 HAMMERSMITH ROAD
LONDON   W6 7JP
UK
N/A NC GENERAL OPERATING SUPPORT 222,619

ROOM TO READ

465 CALIFORNIA STREET SUITE 1000
SAN FRANCISCO,CA94104
N/A PC TO BE APPLIED TO ROOM TO READ'S GIRLS' EDUCATION PROGRAMME 150,055

ROOT CAPITAL INC

245 MAIN STREET 2ND FLOOR
CAMBRIDGE,MA02142
N/A PC GENERAL OPERATING SUPPORT 200,055

SIOBHAN'S TRUST

BIRKHILL HOUSE CUPAR
FIFE   KY15 4QP
UK
N/A NC RESTRICTED GRANT TO BE ALLOCATED TO HUMANITARIAN WORK IN UKRAINE 62,392

SMART WORKS CHARITY

UNIT 1 CANONBURY YARD 202-208 NEW
NORTH ROAD
LONDON   N1 7BJ
UK
N/A NC GENERAL OPERATING SUPPORT 254,422

ST GILES TRUST

64-68 CAMBERWELL CHURCH STREET
LONDON   SE5 8JB
UK
N/A NC GENERAL OPERATING SUPPORT 318,028

TATE AMERICAS FOUNDATION

520 WEST 27 STREET UNIT 404
NEW YORK,NY10001
N/A PC REQUESTED BUT NOT DIRECTED THAT 50,000 GBP OF THE FUNDS BE ALLOCATED TO THE TATE UK'S (TATE MODERN OR TATE BRITAIN) EUROPEAN COLLECTION CIRCLE AND THAT 10,000 GBP OF THE FUNDS TO BE ALLOCATED TO THE INTERNATIONAL COUNCIL (APPROXIMATE EQUIVALENT TO $75,800 AWARDED) 75,800

THE ASSOCIATION TO BENEFIT CHILDREN

419 EAST 86TH STREET
NEW YORK,NY10028
N/A PC GENERAL OPERATING SUPPORT 25,000

THE GFF UK TRUST

C/O WITHERS LLP 20 OLD BAILEY
LONDON   EC4M 7AN
UK
N/A NC GENERAL OPERATING SUPPORT 150,043

THE NATURE CONSERVANCY

322 EIGHTH AVENUE 14TH FLOOR
NEW YORK,NY10001
N/A PC TO BE ALLOCATED TO TNC'S "BALKANS CLEAN, GREEN ENERGY FUTURE WORK" PROJECT 333,333

WEST LONDON ZONE

140-44 FRESTON ROAD
LONDON   W10 6TR
UK
N/A NC GENERAL OPERATING SUPPORT 318,028
Total .................................right arrow 3a 6,444,592
bApproved for future payment

ACUMEN FUND INC
40 WORTH STREET SUITE 303
NEW YORK,NY10013
N/A PC GENERAL OPERATING SUPPORT 250,000

CLEAN AIR TASK FORCE INC
114 STATE STREET 6TH FLOOR
BOSTON,MA02109
N/A PC GENERAL OPERATING SUPPORT 300,000

EARTH JUSTICE
50 CALIFORNIA ST STE 500
SAN FRANCISCO,CA94111
N/A PC GENERAL OPERATING SUPPORT 200,000

HEALTHY LEARNERS
2711 MIDDLEBURG DRIVE SUITE 304
COLUMBIA,SC29204
N/A PC GENERAL OPERATING SUPPORT 200,000

LES AMIS DU CENTRE POMPIDOU
6 RUE BEAUBOURG
PARIS   75004
FR
N/A NC 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) 33,109

MALIASILI INITIATIVES INC
4 CARMICHAEL STREET SUITE 111-193
ESSEX JUNCTION,VT05452
N/A PC GENERAL OPERATING SUPPORT 250,000

MOTHERS 2 MOTHERS
7441 W SUNSET BLVD SUITE 205
LOS ANGELES,CA90046
N/A PC GENERAL OPERATING SUPPORT 250,000

NIA TERO FOUNDATION
501 E PINE ST STE 300
SEATTLE,WA98122
N/A PC GENERAL OPERATING SUPPORT 200,000

ROOT CAPITAL INC
245 MAIN STREET 2ND FLOOR
CAMBRIDGE,MA02142
N/A PC GENERAL OPERATING SUPPORT 250,000

VILLAGE ENTERPRISE FUND INC
751 LAUREL STREET PMB 222
SAN CARLOS,CA94070
N/A PC GENERAL OPERATING SUPPORT 250,000
Total ................................. right arrow 3b 2,183,109
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 48,983  
4 Dividends and interest from securities ....     14 1,921,842  
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 Gain or (loss) from sales of assets other than
inventory ............
    18 -501,854  
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)
    01 402,390  
bSECURITY LITIGATION PROCEEDS     01 416  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,871,777 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,871,777
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 11,109,988


(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
 
CHARITIES SAVINGS AND INTERNATIONAL
 
  ,   BX9 1BUUK

$ 3,396,540


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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
AUDIT AND TAX SERVICES 78,308 0   78,308
OUTSOURCED ACCOUNTING FEES 18,980 0   18,980
ACCOUNTING AND COMPLIANCE SERVICES FOR UK DISREGARDED ENTITY 14,529 0   14,529

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

TY 2023 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
LES AMIS DU CENTRE POMPIDOU (2)
 
6 RUE BEAUBOURG
PARIS   75004
FR
2019-12-27 33,546 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) 33,546 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 07/20/20, 08/23/21, 05/11/22, 06/06/23 & 04/24/24   N/A
LES AMIS DU CENTRE POMPIDOU (1)
 
6 RUE BEAUBOURG
PARIS   75004
FR
2019-12-30 150,168 $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 111,221 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 08/23/21, 05/11/22, 06/06/23 & 04/24/24   N/A
SOC DES AMIS MUSEE NATIONAL ART (NOW LES AMIS DU CENTRE POMPIDOU)
 
6 RUE BEAUBOURG
PARIS   75004
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). 37,276 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 08/23/21, 05/11/22 & 04/24/23   N/A
SOC DES AMIS MUSEE NATIONAL ART (NOW LES AMIS DU CENTRE POMPIDOU)
 
6 RUE BEAUBOURG
PARIS   75004
FR
2022-02-11 34,606 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) 34,606 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 06/06/23 & 04/24/24   N/A
CITY HARVEST LTD
 
UNIT 8 ACTON PARK INDUSTRIAL ESTATE
ACTON   W3 7QE
UK
2022-08-01 182,632 GENERAL OPERATING SUPPORT 182,632 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 02/24/23 & 09/01/23   N/A
DRIVE FORWARD FOUNDATION
 
14-15 LOWER MARSH
LONDON   SE1 7RJ
UK
2022-08-01 121,755 GENERAL OPERATING SUPPORT 121,755 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 02/23/23 & 07/28/23   N/A
FOOTBALL BEYOND BORDERS
 
UNIT 4 WARWICK HOUSE OVERTON ROAD
LONDON   SW9 7JP
UK
2022-08-01 121,755 GENERAL OPERATING SUPPORT 121,755 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 02/08/23 & 09/08/23   N/A
GIRLS NOT BRIDES
 
65 LEADENHALL STREET 7TH FL
LONDON   EC3A 2AD
UK
2022-08-01 182,632 GENERAL OPERATING SUPPORT 182,632 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 02/23/23 & 07/25/23   N/A
NEW HORIZON YOUTH CENTRE
 
68 CHARLTON STREET
LONDON   NW1 1JR
UK
2022-08-01 121,755 GENERAL OPERATING SUPPORT 121,755 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 02/07/23 & 09/13/23   N/A
REFUGEE ACTION
 
179 ROYCE ROAD
MANCHESTER   M15 5TJ
UK
2022-08-01 152,194 RESTRICTED GRANT TO BE ALLOCATED TO THE ASYLUM CRISIS PROJECT AND GOOD PRACTICES PARTNERSHIP 152,194 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 03/09/23 & 09/04/23   N/A
RESURGO TRUST
 
ST PAULS PLACE MACBETH STREET
LONDON   W6 9JJ
UK
2022-08-01 182,633 GENERAL OPERATING SUPPORT 182,633 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 04/25/23 & 08/10/23   N/A
SAFE LIVES LTD
 
SUITE 2A WHITEFRIARS LEWINS MEAD
BRISTOL   BS1 2NT
UK
2022-08-01 182,633 GENERAL OPERATING SUPPORT 182,633 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 02/24/23 & 09/01/23   N/A
SMART WORKS CHARITY
 
UNIT 1 CANONBURY YARD 202-208 NEW
NORTH ROAD
LONDON   N1 7BJ
UK
2022-08-01 152,194 GENERAL OPERATING SUPPORT 152,194 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 02/24/23 & 09/01/23   N/A
ST GILES TRUST
 
GEORGIAN HOUSE 64-68 CAMBERWELL
CHURCH STREET
LONDON   SE5 8JB
UK
2022-08-01 213,071 GENERAL OPERATING SUPPORT 213,071 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 12/31/22 & 08/09/23   N/A
WEST LONDON ZONE
 
140-44 FRESTON ROAD
LONDON   W10 6TR
UK
2022-08-01 213,071 GENERAL OPERATING SUPPORT 213,071 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 02/24/23 & 09/15/23   N/A
LES AMIS DU CENTRE POMPIDOU
 
6 RUE BEAUBOURG
PARIS   75004
FR
2023-02-10 32,465 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) 0 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS NOT YET DUE   N/A
THE GFF UK TRUST
 
C/O WITHERS LLP 20 OLD BAILEY
LONDON   EC4M 7AN
UK
2023-03-13 150,043 GENERAL OPERATING SUPPORT 0 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS NOT YET DUE   N/A
CITY HARVEST LTD
 
UNIT 8 ACTON PARK INDUSTRIAL ESTATE
ACTON   W3 7QE
UK
2023-07-01 254,422 GENERAL OPERATING SUPPORT 132,647 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 03/13/24   N/A
DRIVE FORWARD FOUNDATION
 
14-15 LOWER MARSH
LONDON   SE1 7RJ
UK
2023-07-01 127,211 GENERAL OPERATING SUPPORT 64,130 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 03/13/24   N/A
LITTLE VILLAGE
 
144-146 TOOTING HIGH STREET
LONDON   SW17 0RT
UK
2023-07-01 159,014 GENERAL OPERATING SUPPORT 159,014 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 03/28/24   N/A
NEW HORIZON YOUTH CENTRE
 
68 CHARLTON STREET
LONDON   NW1 1JR
UK
2023-07-01 222,619 GENERAL OPERATING SUPPORT 146,434 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 02/01/24   N/A
ONSIDE YOUTH ZONE
 
ATRIA SPA ROAD
BOLTON   BL1 4AG
UK
2023-07-01 127,211 GENERAL OPERATING SUPPORT 127,211 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 03/15/24   N/A
REFUGEE ACTION
 
179 ROYCE ROAD
MANCHESTER   M15 5TJ
UK
2023-07-01 286,225 REFUGEE ACTION'S FRONTLINE SERVICE, IN PARTICULAR TO "ASYLUM CRISIS LONDON AND NOT TO BE USED FOR ANY POLITICAL PURPOSES 153,560 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 03/14/24   N/A
RESURGO TRUST
 
COLET COURT 100 HAMMERSMITH ROAD
LONDON   W6 7JP
UK
2023-07-01 222,619 GENERAL OPERATING SUPPORT 109,820 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 03/13/24   N/A
SMART WORKS CHARITY
 
UNIT 1 CANONBURY YARD 202-208 NEW
NORTH ROAD
LONDON   N1 7BJ
UK
2023-07-01 254,422 GENERAL OPERATING SUPPORT 126,269 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 03/15/24   N/A
ST GILES TRUST
 
GEORGIAN HOUSE 64-68 CAMBERWELL
CHURCH STREET
LONDON   SE5 8JB
UK
2023-07-01 318,028 GENERAL OPERATING SUPPORT 160,455 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 03/22/24   N/A
WEST LONDON ZONE
 
140-44 FRESTON ROAD
LONDON   W10 6TR
UK
2023-07-01 318,028 GENERAL OPERATING SUPPORT 156,198 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 03/15/24   N/A
SIOBHAN'S TRUST
 
BIRKHILL HOUSE CUPAR
FIFE   KY15 4QP
UK
2023-09-01 62,392 RESTRICTED GRANT TO BE ALLOCATED TO HUMANITARIAN WORK IN UKRAINE 62,392 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 04/03/24   N/A

TY 2023 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
ARTISAN INTL VAL-INST (APHKX) 4,318.882 SHRS FMV 198,495 198,495
ACRE MULTIFAMILY FUND IV OFFSHORE LP FMV 1,685,824 1,685,824
ASIA CAPITAL REAL ESTATE III LTD FMV 1,240,983 1,240,983
CAPITAL INTERNATIONAL FUND (LU1310447047) 104,082 FMV 2,258,579 2,258,579
COUTTS ACTIVELY MANAGED US EQTY FD (IE00BN782R88) 483,023 SHRS FMV 6,250,318 6,250,318
COUTTS ACTVLY MNGD GLOBAL INVST GRADE CRDT USD C (IE00BN782S95) 415,053 SHRS FMV 3,711,486 3,711,486
COUTTS EUROPE EX UK ESG INSIGHT EQUITY FUND (IE00BN782Q71) 208,272 SHRS FMV 2,839,589 2,839,589
COUTTS US ESG INSIGHTS EQUITY FUND (IE00BN782N41) 664,516 SHRS FMV 8,649,141 8,649,141
DE SHAW ALKALI INTERNATIONAL FUND IV LP FMV 1,052,837 1,052,837
DE SHAW COMPOSITE INTERNTIONAL FUND FMV 46,287,631 46,287,631
DE SHAW OCULUS INTERNATIONAL FUND FMV 14,688,929 14,688,929
DE SHAW VALENCE INTERNATIONAL FUND LP FMV 29,733,563 29,733,563
DODGE & COX INCOME (DODIX) 54,387.94 SHRS FMV 686,376 686,376
EASTSPRING INV - JAPAN DYNAMIC FUND (LU1172898931) 57,623 SHRS FMV 976,767 976,767
FEDERATED HERMES INVESTMENT FUNDS PLC (IE00BFZMZG65) 804,154 SHRS FMV 1,658,326 1,658,326
FIDELITY 500 INDEX-INST PRM (FXAIX) 18,542.636 SHRS FMV 3,068,621 3,068,621
FIDELITY INTL INDX-INST PRM (FSPSX) 12,678.993 SHRS FMV 600,350 600,350
HEALTH CARE SELECT SECTOR (XLV) 1,508.000 SHRS FMV 205,661 205,661
INVESCO QQQ TRUST SERIES 1 (QQQ) 1,732.000 SHRS FMV 709,289 709,289
INVESCO S&P 500 EQUAL WEIGHT (RSP) 2,158.000 SHRS FMV 340,532 340,532
ISHARES 7-10 YEAR TREASURY B (IEF) 4,384.00 SHRS FMV 422,574 422,574
ISHARES BIOTECHNOLOGY ETF (IBB) 701.000 SHRS FMV 95,231 95,231
ISHARES CORE MSCI EMERGING (IEMG) 16,681.000 SHRS FMV 843,725 843,725
ISHARES CORE S&P MIDCAP ETF (IJH) 1,142.000 SHRS FMV 316,505 316,505
ISHARES MBS ETF (MBB) 38,385.000 SHRS FMV 3,611,261 3,611,261
ISHARES MSCI ACWI EX US ETF (ACWX) 35,998.000 SHRS FMV 1,837,338 1,837,338
ISHARES MSCI CANADA ETF (EWC) 3,432.000 SHRS FMV 125,886 125,886
ISHARES MSCI EAFE VAL ETF (EFV) 34,998.000 SHRS FMV 1,823,396 1,823,396
ISHARES MSCI JAPAN ETF (EWJ) 6,778.000 SHRS FMV 434,741 434,741
ISHARES RUSSELL 1000 GRW ETF (IWF) 12,566.000 SHRS FMV 3,809,634 3,809,634
ISHARES RUSSELL 1000 VALUE E (IWD) 22540.000 SHRS FMV 3,724,735 3,724,735
ISHARES RUSSELL 2000 VALUE ETF (IWN) 12,567.000 SHRS FMV 1,952,032 1,952,032
ISHARES RUSSELL MIDCAP V ETF (IWS) 16,486.000 SHRS FMV 1,917,157 1,917,157
ISHARES TIPS BOND ETF (TIP) 32,724.000 SHRS FMV 3,517,503 3,517,503
JPM MANAGED INCOME FD (JMGIX) 9,493.41 SHRS FMV 95,029 95,029
MATTHEWS CHINA FUND-INS (MICFX) 8,965.767 SHRS FMV 104,003 104,003
PARNASSUS CORE EQUITY-INST (PRILX) 10,076.918 SHRS FMV 556,850 556,850
PIMCO GLOBAL HIGH YIELD BOND FUND (IE00B0V9T979) 219,159 SHRS FMV 2,296,786 2,296,786
PIMCO TOTAL RETURN FUND-INST (PTTRX) 53,898.12 SHRS FMV 466,219 466,219
POLAR CAPITAL FUNDS PLS (IE00BNC0B833)137,444 SHRS FMV 1,039,077 1,039,077
ROBECO CAPITAL GROWTH FUNDS (LU1857097528) 8,295 SHRS FMV 1,204,877 1,204,877
SCHWAB U.S. TIPS ETF (SCHP) 3,873.00 SHRS FMV 202,171 202,171
SPDR EURO STOXX 50 ETF (FEZ) 5,692.000 SHRS FMV 272,135 272,135
SPDR PORTFOLIO TIPS ETF (SPIP) 136,619.000 SHRS FMV 3,493,348 3,493,348
SPDR S&P EMERGING SMALL CAP (EWX) 12,903.000 SHRS FMV 728,503 728,503
UBAM GLOBAL HIGH YIELD SOLUTIONS (LU1315126356) 29,346 SHRS FMV 2,886,766 2,886,766
VANECK GOLD MINERS ETF (GDX) 4,378.000 SHRS FMV 135,762 135,762
VANECK OIL SERVICES ETF (OIH) 603.000 SHRS FMV 186,641 186,641
VANGUARD FTSE EMERGING MARKETS (VWO) 34,764.000 SHRS FMV 1,428,800 1,428,800
VANGUARD FTSE EUROPE ETF (VGK) 6,385.000 SHRS FMV 411,705 411,705
VANGUARD INDEX FDS S&P 500 ETF (VOO) 8,584.000 SHRS FMV 3,749,491 3,749,491
VANGUARD INTERMEDIATE TERM GOV (VGIT) 59,624.000 SHRS FMV 3,536,896 3,536,896
VANGUARD SMALL-CAP ETF (VB) 2,574.000 SHRS FMV 549,111 549,111
VANGUARD TOT BD MKT IDX-ADM (VBTLX) 243,303.38 SHRS FMV 2,362,476 2,362,476
WISDOMTREE JAPAN HEDGED EQ (DXJ) 1,394.000 SHRS FMV 122,644 122,644
WISDOMTREE TR EMER MKT HIGH FD (DEM) 36,072.000 SHRS FMV 1,467,409 1,467,409

TY 2023 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
GENERAL COUNSEL 296,080 0   296,080
GENERAL COUNSEL FOR UK DISREGARDED ENTITY 21,478 0   21,478


TY 2023 OtherAssetsSchedule
Name:
THE GAUDIO FAMILY FOUNDATION
 
C/O FULTON VITTORIA LLP
EIN:
45-3597259
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
REDEMPTION RECEIVABLE   49,817 49,817


TY 2023 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 34,225 34,225   0
MISCELLANEOUS EXPENSES 1,131 0   1,131
FILING FEES 1,500 0   1,500
INSURANCE 9,368 0   9,368


TY 2023 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
FOREIGN EXCHANGE RATE INCOME (LOSS) 402,390 402,390 402,390
SECURITY LITIGATION PROCEEDS 416 416 416


TY 2023 OtherIncreasesSchedule
Name:
THE GAUDIO FAMILY FOUNDATION
 
C/O FULTON VITTORIA LLP
EIN:
45-3597259
Description Amount
UNREALIZED GAIN ON INVESTMENTS 22,670,621


TY 2023 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 227,906 227,906   0
INVESTMENT MANAGEMENT 94,558 94,558   0
FINANCIAL CONSULTING 110,000 55,000   55,000
GRANT MANAGEMENT 283,424 0   283,424