2026-01-26T09:21:45-06:00 2025-03-31 390859910 BAKER TILLY ADVISORY GROUP LP 205 N MICHIGAN AVE 2800 CHICAGO IL 606015927 990PF 2024-04-01 981157068 THE TUDOR TRUST TUDO 3127298150 7 LADBROKE GROVE LONDON UK W11 3BD TIM NICHOLLS SECRETARY 2077278522 2026-01-22 1 1 MARK HEROUX P00959793 3127298000 2026-01-22 2024 2025-03-06 01:10:19Z X X X 310271185 X X 1965597 1965597 0 1965597 1965597 0 0 0 0 0 0 0 0 0 0 1965597 1965597 24881958 31878889 31878889 89694 63249 63249 159205314 166958797 214090798 54826741 58206341 58206341 4338963 4237213 4180901 3225709 2176289 1039696 1049420 1049420 236237 801587 801587 244618603 263195496 310271185 266556 299466 24691199 17924049 84641 61958 25042396 18285473 X 219576207 244910023 219576207 244910023 244618603 263195496 219576207 1965597 23734806 245276610 366587 244910023 78624 0 78624 0 78624 0 78624 0 0 78624 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 N/A TIM NICHOLLS 3127298150 7 LADBROKE GROVE LONDON UK W11 3BD 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANTHONY MURPHY 7 LADBROKE GROVE LONDON UK W11 3BD DIRECTOR 9.00 0 0 0 CHRISTIENNA FRYAR 7 LADBROKE GROVE LONDON UK W11 3BD DIRECTOR 9.00 9681 0 0 DEREK BARDOWELL 7 LADBROKE GROVE LONDON UK W11 3BD DIRECTOR 9.00 27107 0 0 FRANCIS RUNACRES 7 LADBROKE GROVE LONDON UK W11 3BD DIRECTOR 2.00 0 0 0 GEORGINA WILSON 7 LADBROKE GROVE LONDON UK W11 3BD DIRECTOR 9.00 0 0 0 HOLLY BAINE 7 LADBROKE GROVE LONDON UK W11 3BD DIRECTOR 9.00 0 0 0 JAMES LONG 7 LADBROKE GROVE LONDON UK W11 3BD DIRECTOR 9.00 0 0 0 JONATHAN BELL 7 LADBROKE GROVE LONDON UK W11 3BD DIRECTOR 4.00 0 0 0 MATT DUNWELL 7 LADBROKE GROVE LONDON UK W11 3BD CHAIR 9.00 0 0 0 MONICA BARLOW 7 LADBROKE GROVE LONDON UK W11 3BD DIRECTOR 9.00 0 0 0 NAVJYOT JOHAL 7 LADBROKE GROVE LONDON UK W11 3BD SECRETARY 35.00 53519 7971 0 OZZIE BIN CLARKES 7 LADBROKE GROVE LONDON UK W11 3BD DIRECTOR 9.00 0 0 0 RAJI HUNJAN 7 LADBROKE GROVE LONDON UK W11 3BD CHIEF EXECUTIVE OFFICER 35.00 160317 27494 0 SABA SAFI 7 LADBROKE GROVE LONDON UK W11 3BD DIRECTOR 9.00 9681 0 0 SUSAN XIAOCEN WANG 7 LADBROKE GROVE LONDON UK W11 3BD DIRECTOR 9.00 0 0 0 ERYL FOULKES 7 LADBROKE GROVE LONDON UK W11 3BD GRANTS MANAGER 35.00 89640 10611 0 ANNA GALE CONEY 7 LADBROKE GROVE LONDON UK W11 3BD OPERATIONS LEAD 35.00 51600 6106 0 0 BLACKBAUD EUROPE LTD WE WORK 10 YORK ROAD LONDON UK SE1 7ND DATABASE LICENSE AND SOFTWARE SUPPORT 95020 INCLUSIVE RECRUITING LTD 5TH FLOOR THE GRANGE 100 HIGH ST LONDON UK N14 6BN SECONDMENT - HR CONSULTANT 84513 EVA SIMPSONS ASSOCIATES LTD 71-75 SHELTON ST COVENT GARDEN LONDON UK WC2H 9JQ STRATEGIC COMMUNICATIONS & PR SERVICES 83737 NINA KOWALSKA CONSULTANCY 119 LAVENHAM ROAD LONDON UK SW18 5ER CONSULTANCY SERVICES 74025 KHUSHALI PATEL 38 MASSINGBERD WAY LONDON UK SW17 6AD FINANCE CONSUTLANCY 64006 0 0 X 0 0 0 0 0 14 1965597 0 1965597 0 1965597 0 0 0 0 0 0 0 0 0 0 85% FOREIGN SUPPORT TEST FORM 990-PF, PAGE 1 BOX D(2) THE TUDOR TRUSTYEAR ENDED 3/31/2025 LIFE-TO-DATE USD U.S. SOURCED SUPPORT $0FOREIGN SOURCED SUPPORT $2,389,573TOTAL SUPPORT $2,389,573PERCENTAGE OF FOREIGN SUPPORT 100% WITHHOLDING TAX SCHEDULE FORM 990-PF, PART V, LINE 6B TUDOR TRUST SARASIN & PARTNERS SCHEDULE OF INVESTMENT INCOME-WITHHOLDING SCHEDULE(BELOW AMOUNTS ARE RECORDED IN GBP)4/5/2024 MERCK & CO. INC GROSS AMOUNT 16,209.61 WITHHOLDING TAX 648.38 4/15/2024 ECOLAB INC GROSS AMOUNT 15,885.03 WITHHOLDING TAX 635.40 4/15/2024 THERMO FISHER SCIENTIFIC INC GROSS AMOUNT 2,385.04 WITHHOLDING TAX 95.40 4/26/2024 AMERICAN TOWER CORP GROSS AMOUNT 19,377.68 WITHHOLDING TAX 775.11 5/8/2024 DEERE & CO GROSS AMOUNT 8,768.22 WITHHOLDING TAX 350.73 5/9/2024 MASTERCARD INC-CLASS A GROSS AMOUNT 5,868.86 WITHHOLDING TAX 234.75 5/10/2024 COSTCO WHOLESALE CORP GROSS AMOUNT 6,261.20 WITHHOLDING TAX 250.45 5/15/2024 COLGATE-PALMOLIVE CO GROSS AMOUNT 20,682.44 WITHHOLDING TAX 827.30 5/16/2024 APPLE INC NPV GROSS AMOUNT 8,008.84 WITHHOLDING TAX 320.35 5/31/2024 TETRA TECH INC GROSS AMOUNT 5,133.16 WITHHOLDING TAX 205.33 6/4/2024 ZOETIS INC GROSS AMOUNT 8,385.24 WITHHOLDING TAX 335.41 6/7/2024 AMGEN INC GROSS AMOUNT 34,304.63 WITHHOLDING TAX 1,372.19 6/7/2024 MOODY'S CORP GROSS AMOUNT 11,687.05 WITHHOLDING TAX 467.48 6/7/2024 OTIS WORLDWIDE CORP GROSS AMOUNT 21,162.91 WITHHOLDING TAX 846.52 6/10/2024 ELI LILLY & CO GROSS AMOUNT 5,502.21 WITHHOLDING TAX 220.096/13/2024 HOME DEPOT INC GROSS AMOUNT 15,240.71 WITHHOLDING TAX 609.63 6/13/2024 MICROSOFT CORP GROSS AMOUNT 15,358.06 WITHHOLDING TAX 614.32 6/17/2024 ALPHABET INC-CL A GROSS AMOUNT 11,879.96 WITHHOLDING TAX 475.20 6/25/2024 CME GROUP INC GROSS AMOUNT 31,135.86 WITHHOLDING TAX 1,245.436/28/2024 BROADCOM INC GROSS AMOUNT 7,146.26 WITHHOLDING TAX 285.85 6/28/2024 NVIDIA CORP GROSS AMOUNT 534.86 WITHHOLDING TAX 21.39 7/8/2024 MERCK & CO. INC GROSS AMOUNT 18,041.49 WITHHOLDING TAX 721.66 7/12/2024 AMERICAN TOWER CORP GROSS AMOUNT 18,727.27 WITHHOLDING TAX 749.09 7/15/2024 ECOLAB INC GROSS AMOUNT 6,666.73 WITHHOLDING TAX 266.67 7/15/2024 THERMO FISHER SCIENTIFIC INC GROSS AMOUNT 3,332.86 WITHHOLDING TAX 133.31 7/25/2024 WALT DISNEY CO/THE GROSS AMOUNT 10,806.25 WITHHOLDING TAX 432.25 8/8/2024 DEERE & CO GROSS AMOUNT 11,449.12 WITHHOLDING TAX 457.96 8/9/2024 COSTCO WHOLESALE CORP GROSS AMOUNT 6,161.84 WITHHOLDING TAX 246.47 8/9/2024 MASTERCARD INC - A GROSS AMOUNT 7,626.59 WITHHOLDING TAX 305.06 8/15/2024 APPLE INC NPV GROSS AMOUNT 8,657.16 WITHHOLDING TAX 346.29 8/15/2024 COLGATE-PALMOLIVE CO GROSS AMOUNT 20,254.65 WITHHOLDING TAX 810.19 8/15/2024 SMITH (A.O.) CORP GROSS AMOUNT 4,898.25 WITHHOLDING TAX 195.93 8/30/2024 TETRA TECH INC. GROSS AMOUNT 4,970.35 WITHHOLDING TAX 198.81 9/4/2024 ZOETIS INC GROSS AMOUNT 13,031.40 WITHHOLDING TAX 521.26 9/6/2024 AMGEN INC GROSS AMOUNT 32,460.40 WITHHOLDING TAX 1,298.42 9/6/2024 MOODY'S CORP GROSS AMOUNT 10,560.70 WITHHOLDING TAX 422.43 9/6/2024 OTIS WORLDWIDE CORP GROSS AMOUNT 20,032.56 WITHHOLDING TAX 801.31 9/10/2024 ELI LILLY & CO GROSS AMOUNT 4,326.77 WITHHOLDING TAX 173.07 9/12/2024 HOME DEPOT INC GROSS AMOUNT 14,881.55 WITHHOLDING TAX 595.26 9/12/2024 MICROSOFT CORP GROSS AMOUNT 15,152.85 WITHHOLDING TAX 606.11 9/16/2024 ALPHABET INC-CL A GROSS AMOUNT 8,517.72 WITHHOLDING TAX 340.71 9/24/2024 UNITEDHEALTH GROUP INC GROSS AMOUNT 15,273.92 WITHHOLDING TAX 610.96 9/25/2024 CME GROUP INC GROSS AMOUNT 29,106.56 WITHHOLDING TAX 1,164.269/30/2024 BROADCOM INC GROSS AMOUNT 6,636.64 WITHHOLDING TAX 265.4710/3/2024 NVIDIA CORP GROSS AMOUNT 510.03 WITHHOLDING TAX 20.40 10/7/2024 MERCK & CO.INC GROSS AMOUNT 17,189.39 WITHHOLDING TAX 687.57 10/15/2024 ECOLAB INC GROSS AMOUNT 6,473.65 WITHHOLDING TAX 258.95 10/15/2024 THERMO FISHER SCIENTIFIC INC GROSS AMOUNT 3,343.20 WITHHOLDING TAX 133.73 10/25/2024 AMERICAN TOWER CORP GROSS AMOUNT 18,225.44 WITHHOLDING TAX 729.02 10/31/2024 JPMORGAN CHASE & CO GROSS AMOUNT 23,632.35 WITHHOLDING TAX 945.29 11/8/2024 DEERE & CO GROSS AMOUNT 10,938.18 WITHHOLDING TAX 437.53 11/8/2024 MASTERCARD INC-CLASS A GROSS AMOUNT 7,287.11 WITHHOLDING TAX 291.49 11/15/2024 COLGATE-PALMOLIVE CO GROSS AMOUNT 20,006.82 WITHHOLDING TAX 800.27 11/15/2024 COSTCO WHOLESALE CORP GROSS AMOUNT 7,116.96 WITHHOLDING TAX 284.68 11/15/2024 SMITH (A.O.) CORP GROSS AMOUNT 12,068.14 WITHHOLDING TAX 482.72 12/3/2024 ZOETIS INC GROSS AMOUNT 13,870.98 WITHHOLDING TAX 554.84 12/6/2024 OTIS WORLDWIDE CORP GROSS AMOUNT 24,421.60 WITHHOLDING TAX 976.87 12/9/2024 AMGEN INC GROSS AMOUNT 16,486.04 WITHHOLDING TAX 659.44 12/10/2024 ELI LILLY & CO GROSS AMOUNT 4,426.09 WITHHOLDING TAX 177.04 12/12/2024 HOME DEPOT INC GROSS AMOUNT 20,297.68 WITHHOLDING TAX 811.9112/12/2024 MICROSOFT CORP GROSS AMOUNT 18,657.45 WITHHOLDING TAX 746.3012/13/2024 MOODY'S CORP GROSS AMOUNT 9,427.99 WITHHOLDING TAX 377.1212/13/2024 TETRA TECH INC. GROSS AMOUNT 6,547.47 WITHHOLDING TAX 261.9012/16/2024 ALPHABET INC-CL A GROSS AMOUNT 10,808.13 WITHHOLDING TAX 432.32 12/17/2024 UNITEDHEALTH GROUP INC GROSS AMOUNT 20,323.76 WITHHOLDING TAX 812.95 12/27/2024 CME GROUP INC GROSS AMOUNT 28,904.22 WITHHOLDING TAX 1,156.17 12/27/2024 NVIDIA CORP GROSS AMOUNT 592.99 WITHHOLDING TAX 23.72 12/31/2024 BROADCOM INC GROSS AMOUNT 6,349.80 WITHHOLDING TAX 254.00 12/31/2024 ROSS STORES INC GROSS AMOUNT 10,454.16 WITHHOLDING TAX 418.17 1/3/2025 KIMBERLY-CLARK CORP GROSS AMOUNT 20,673.17 WITHHOLDING TAX 826.93 1/8/2025 MERCK & CO.INC GROSS AMOUNT 7,062.16 WITHHOLDING TAX 282.48 1/15/2025 ECOLAB INC GROSS AMOUNT 9,625.83 WITHHOLDING TAX 385.03 1/15/2025 THERMO FISHER SCIENTIFIC INC GROSS AMOUNT 2,946.06 WITHHOLDING TAX 117.84 1/16/2025 CME GROUP INC GROSS AMOUNT 148,778.35 WITHHOLDING TAX 5,951.13 1/31/2025 JPMORGAN CHASE & CO GROSS AMOUNT 30,907.46 WITHHOLDING TAX 1,236.30 2/3/2025 AMERICAN TOWER CORP GROSS AMOUNT 21,743.52 WITHHOLDING TAX 869.74 2/7/2025 MASTERCARD INC-CLASS A GROSS AMOUNT 9,732.59 WITHHOLDING TAX 389.30 2/10/2025 DEERE & CO GROSS AMOUNT 10,937.26 WITHHOLDING TAX 437.49 2/18/2025 SMITH (A.O.) CORP GROSS AMOUNT 15,030.38 WITHHOLDING TAX 601.21 2/21/2025 COSTCO WHOLESALE CORP GROSS AMOUNT 7,143.35 WITHHOLDING TAX 285.74 2/26/2025 TETRA TECH INC. GROSS AMOUNT 6,566.11 WITHHOLDING TAX 262.64 3/4/2025 ZOETIS INC GROSS AMOUNT 10,768.98 WITHHOLDING TAX 430.76 3/7/2025 AMGEN INC GROSS AMOUNT 7,828.15 WITHHOLDING TAX 313.13 3/7/2025 OTIS WORLDWIDE CORP GROSS AMOUNT 24,167.80 WITHHOLDING TAX 966.71 3/10/2025 ELI LILLY & CO GROSS AMOUNT 5,052.23 WITHHOLDING TAX 202.09 3/13/2025 MICROSOFT CORP GROSS AMOUNT 19,133.64 WITHHOLDING TAX 765.35 3/14/2025 MOODY'S CORP GROSS AMOUNT 10,221.70 WITHHOLDING TAX 408.87 3/17/2025 ALPHABET INC-CL A GROSS AMOUNT 9,813.53 WITHHOLDING TAX 392.54 3/18/2025 UNITEDHEALTH GROUP INC GROSS AMOUNT 20,707.47 WITHHOLDING TAX 828.303/26/2025 CME GROUP INC GROSS AMOUNT 28,296.37 WITHHOLDING TAX 1,131.853/27/2025 HOME DEPOT INC GROSS AMOUNT 21,389.23 WITHHOLDING TAX 855.573/31/2025 BROADCOM INC GROSS AMOUNT 6,399.42 WITHHOLDING TAX 255.98 3/31/2025 ROSS STORES INC GROSS AMOUNT 11,609.84 WITHHOLDING TAX 464.403/4/2025 ZOETIS INC GROSS AMOUNT 10,768.98 WITHHOLDING TAX 430.76 3/7/2025 AMGEN INC GROSS AMOUNT 7,828.15 WITHHOLDING TAX 313.13 3/7/2025 OTIS WORLDWIDE CORP GROSS AMOUNT 24,167.80 WITHHOLDING TAX 966.71 3/10/2025 ELI LILLY & CO GROSS AMOUNT 5,052.23 WITHHOLDING TAX 202.09 3/13/2025 MICROSOFT CORP GROSS AMOUNT 19,133.64 WITHHOLDING TAX 765.35 3/14/2025 MOODY'S CORP GROSS AMOUNT 10,221.70 WITHHOLDING TAX 408.87 3/17/2025 ALPHABET INC-CL A GROSS AMOUNT 9,813.53 WITHHOLDING TAX 392.54 3/18/2025 UNITEDHEALTH GROUP INC GROSS AMOUNT 20,707.47 WITHHOLDING TAX 828.303/26/2025 CME GROUP INC GROSS AMOUNT 28,296.37 WITHHOLDING TAX 1,131.853/27/2025 HOME DEPOT INC GROSS AMOUNT 21,389.23 WITHHOLDING TAX 855.573/31/2025 BROADCOM INC GROSS AMOUNT 6,399.42 WITHHOLDING TAX 255.983/31/2025 ROSS STORES INC GROSS AMOUNT 11,609.84 WITHHOLDING TAX 464.40 TOTAL WITHHOLDING TAX 60,910.99EXCHANGE RATE 1.2908TOTAL WITHHOLDING TAX $78,623.91 UK FIXED INCOME 58206341 58206341 UK EQUITY 11502630 15776158 FOREIGN (NON-UK) EQUITY 155456167 198314640 CHARITY BANK AT COST 645400 832566 CAF VENTURESOME AT COST 735756 241380 ETHICAL PROPERTY COMPANY AT COST 387240 219436 COMMUNITY LAND TRUST FUND II AT COST 516320 107136 COMMUNITY LED HOUSING FUND AT COST 108427 108427 FAIR FOR YOU AT COST 645400 322700 SOCIAL AND SUSTAINABLE HOUSING (SASC) AT COST 1198670 2349256 ACCRUED INVESTMENT INCOME 236237 801587 801587 ADJUSTMENT FOR PROVISION 366587 ADJUSTMENT FOR FOREIGN-SOURCE INCOME 23734806 TAXES PAYABLE 84641 61958