STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

DALIO FAMILY FUND INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
DALIO FAMILY FUND INC (EIN 83-1575536)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-14
IRS object ID
202113189349300711
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-14T12:00:41-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911194016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH ST STE 1400AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831575536EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DALIO FAMILY FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDALIBusinessNameControlTxt
Phone2032915000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE GLENDINNING PLACEAddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANINE RACANELLIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2032915000PhoneNum
Signature2021-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJANINEPersonFirstNm
Person LastRACANELLIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BECKER HARRISPreparerPersonNm
PTINP00183358PTIN
Phone4254544919PhoneNum
Preparation2021-11-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJANINE RACANELLIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE GLENDINNING PLACEAddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,666,205,742GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2018FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTO FOSTER, SUPPORT, PROMOTE AND CONDUCT PROGRAMS, PROJECTS AND ACTIVITIES (SEE SCHEDULE O)ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,144,268,904PYContributionsGrantsAmt
CY Contributions Grants$330,281,554CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$89,298,309PYInvestmentIncomeAmt
CY Investment Income$173,828,574CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$125CYOtherRevenueAmt
PY Total Revenue$3,054,970,595PYTotalRevenueAmt
CY Total Revenue$504,110,253CYTotalRevenueAmt
PY Grants And Similar Paid$33,879,950PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$110,107,033CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,618,453PYOtherExpensesAmt
CY Other Expenses$8,631,141CYOtherExpensesAmt
PY Total Expenses$37,498,403PYTotalExpensesAmt
CY Total Expenses$118,738,174CYTotalExpensesAmt
PY Revenues Less Expenses$3,017,472,192PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$385,372,079CYRevenuesLessExpensesAmt
Total Assets BOY$3,059,403,198TotalAssetsBOYAmt
Total Assets EOY$3,501,956,477TotalAssetsEOYAmt
Total Liabilities BOY$1,937TotalLiabilitiesBOYAmt
Total Liabilities EOY$34,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,059,401,261NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,501,922,477NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionDALIO FAMILY FUND IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE PROMOTION OF SOCIAL WELFARE. SPECIFICALLY THE FUND WILL WORK TO FOSTER, SUPPORT, PROMOTE AND CONDUCT PROGRAMS, PROJECTS AND ACTIVITIES DESIGNED TO BENEFIT, SUSTAIN AND IMPROVE DIVERSE AND UNDERSERVED COMMUNITIES THROUGHOUT THE WORLD, INCLUDING IN THE AREAS OF EDUCATION, ENVIRONMENTAL PROTECTION, OCEANIC EXPLORATION AND AWARENESS, HEALTHCARE, CHILD WELFARE, ECONOMIC EMPOWERMENT, AND THE ARTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$53,684,999ExpenseAmt
Grant$51,237,521GrantAmt
DescPROVIDING GRANTS TO SUPPORT AND DIRECTLY CONDUCTING ACTIVITIES THAT PROVIDE TECHNOLOGY ACCESS, EDUCATIONAL AND ARTS AND CULTURAL OPPORTUNITIES PREDOMINANTLY FOR CHILDREN IN UNDERSERVED OR DISTRESSED COMMUNITIES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$14,099,343ExpenseAmt
Grant$13,710,000GrantAmt
DescDEVELOP RESEARCH INTO MENTAL ILLNESS AND MENTAL HEALTH SUPPORT PREDOMINANTLY FOR OVERLOOKED AND UNDERSERVED POPULATIONS, INCLUDING INNER-CITY SCHOOLCHILDREN AND VETERANS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$13,394,890ExpenseAmt
Grant$13,025,000GrantAmt
DescSUPPORT MICROFINANCE AND OTHER FINANCIAL INCLUSION INITIATIVES THAT SEEK TO STRENGTHEN DISADVANTAGED COMMUNITIES IN THE UNITED STATES AND WORLDWIDE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmtGrantGrantAmtDescDesc
$12,128,109$11,793,200TO PROVIDE FINANCIAL RELIEF AND SUPPORT TO VARIOUS COMMUNITY ORGANIZATIONS DURING THE COVID PANDEMIC.
$9,107,972$8,856,462FOSTER AND PROMOTE DEEPER PUBLIC KNOWLEDGE AND GENERAL ENVIRONMENTAL AWARENESS WITH PARTICULAR FOCUS ON OCEANIC RESEARCH AND EXPLORATION ACTIVITIES INTENDED TO ASSIST AND PRESERVE DISTRESSED OCEAN-DEPENDENT COMMUNITIES AS WELL AS PROTECT AND UNLOCK THE SCIENTIFIC MYSTERIES OF THE EARTH'S OCEANS.
$7,594,569$7,384,850OTHER GRANTS THAT SUPPORT OUR SOCIAL WELFARE INITIATIVE.
$4,216,434$4,100,000FOSTER CHILD WELFARE AND CAPACITY BUILDING PROGRAMS IN DISTRESSED COMMUNITIES WORLDWIDE, TO HELP THESE COMMUNITIES REBUILD AND ACHIEVE SELF-SUFFICIENCY AND THEREBY ENSURE THAT IMPOVERISHED CHILDREN IN SUCH COMMUNITIES CAN SURVIVE AND THRIVE.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$33,047,084TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$32,134,512TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$114,226,316TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA SAFIANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2032915000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE GLENDINNING PLACEAddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JANINE RACANELLI
DIRECTOR, PRESIDENT1.502.50Yes (X)Yes (X)$0$0$0
BARBARA DALIO
DIRECTOR20.0020.00Yes (X)$0$0$0
MATTHEW DALIO
DIRECTOR0.501.50Yes (X)$0$0$0
DEVON DALIO
DIRECTOR (THROUGH 12/17/20)0.501.50Yes (X)$0$0$0
LISA SAFIAN
TREASURER0.501.50Yes (X)$0$0$0
GRETCHEN WAGNER
SECRETARY0.500.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MARINO MANAGEMENT
1 GLENDINNING PLACEWESTPORTCT06880PRGM MGMT, INV, GRANT SVCS$4,214,641
BULLY PULPIT INTERACTIVE LLC
1445 NEW YORK AVE NW 5TH FLOORWASHINGTONDC20005EDUCATION INITIATIVE CONSULTING$603,210
OGLETREE DEAKINS NASH SMOAK & STEWART PC
50 INTL DRIVEGREENVILLESC29615LEGAL EXPENSES$231,025
BELL CREEK CONSULTING LLC
100 7TH ST NEWASHINGTONDC20002EDUCATION INITIATIVE CONSULTING$204,509
PATTERSON BELKNAP WEBB & TYLER LLP
1133 AVENUE OF THE AMERICASNEW YORKNY10036SOCIAL WELFARE INITIATIVE LEGAL EXPENSES$177,877
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
All Other Contributions$330,281,554AllOtherContributionsAmt
Noncash Contributions$330,281,554NoncashContributionsAmt
Total Contributions$330,281,554TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,854,413TotalRevenueColumnAmt
Exclusion$31,854,413ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,304,069,650SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,162,095,489SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$141,974,161SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$141,974,161TotalRevenueColumnAmt
Exclusion$141,974,161ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREIMBURSEMENTSDesc
Business900099BusinessCd
Total Revenue Column$125TotalRevenueColumnAmt
Exclusion$125ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$125OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$504,110,253TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$173,828,699ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$88,373,653TotalAmt
Program Services$88,373,653ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$21,733,380TotalAmt
Program Services$21,733,380ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$3,183,179TotalAmt
Program Services$2,387,384ProgramServicesAmt
Management And General$795,795ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$736,798TotalAmt
Program Services$736,798ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$64,881TotalAmt
Management And General$64,881ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,603,988TotalAmt
Management And General$3,603,988ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$992,410TotalAmt
Program Services$992,410ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$18,079TotalAmt
Program Services$2,691ProgramServicesAmt
Management And General$15,388ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$986TotalAmt
Management And General$986ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,254TotalAmt
Management And General$3,254ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
FOREIGN TAXES$23,571$23,571
UNRELATED BUS. INC. TAX$3,995$3,995

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$118,738,174TotalAmt
Program Services$114,226,316ProgramServicesAmt
Management And General$4,511,858ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$54,500BOYAmt
EOY$1,000EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$56,462,967BOYAmt
EOY$109,892,506EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,500,000BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$50,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$50,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$35,441,704BOYAmt
EOY$76,894,825EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,947,320,152BOYAmt
EOY$3,285,266,711EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$5,999,994EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$17,623,875BOYAmt
EOY$23,851,441EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,059,403,198BOYAmt
EOY$3,501,956,477EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,937BOYAmt
EOY$34,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,937BOYAmt
EOY$34,000EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,059,401,261BOYAmt
EOY$3,501,922,477EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,059,401,261BOYAmt
EOY$3,501,922,477EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,059,403,198BOYAmt
EOY$3,501,956,477EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$385,372,079ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$57,149,137NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,000OtherCostOrOtherBasisAmt
Book Value$50,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$50,000TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$14,208,711BookValueAmt
Method ValuationFMethodValuationCd

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$1,803,715,281BookValueAmt
Method ValuationCMethodValuationCd

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPRIVATELY HELD INVESTMENTSDesc
Book Value$1,467,342,719BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$3,285,266,711TotalBookValueSecuritiesAmt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTS TO RECIPIENTS LOCATED IN THE REGIONN/A$8,240,800
EAST ASIA AND THE PACIFIC00GRANTS TO RECIPIENTS LOCATED IN THE REGIONN/A$10,050,000
NORTH AMERICA00GRANTS TO RECIPIENTS LOCATED IN THE REGIONN/A$2,170,000
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTSN/A$1,080,832,089
SUB-SAHARAN AFRICA00GRANTS TO RECIPIENTS LOCATED IN THE REGIONN/A$1,272,580
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$1,102,565,469SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,102,565,469TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (17 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
EUROPE (INCLUDING ICELAND AND GREENLAND)TO SUPPORT GENERAL OPERATIONS$1,765,800WIRE
EAST ASIA AND THE PACIFICRESTRICTED TO SUPPORT SOCIAL WELFARE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ACTIVITIES$380,000WIRE
EAST ASIA AND THE PACIFICRESTRICTED TO PROVIDE ENDOWMENT SUPPORT TO THE CDRF$3,670,000WIRE
SUB-SAHARAN AFRICARESTRICTED TO CREATE AND DEPLOY NON-INVASIVE BIO-LOGGING TRACKERS ON INSHORE BRYDE'S WHALES$62,580WIRE
SOUTH ASIARESTRICTED TO PROVIDING SUPPORT TO STUDENTS WITH SPECIAL EDUCATIONAL NEEDS$500,000WIRE
EUROPE (INCLUDING ICELAND AND GREENLAND)RESTRICTED TO SUPPORT MENTAL HEALTH, VICTIMS OF VIOLENCE, AND TO IMPROVE RESILIENCE IN THE POST-EMERGENCY PHASE$5,000,000WIRE
EUROPE (INCLUDING ICELAND AND GREENLAND)RESTRICTED TO SUPPORT COVID-19 MEDICAL CARE AND RESEARCH IN THREE ITALIAN HOSPITALS$100,000WIRE
EUROPE (INCLUDING ICELAND AND GREENLAND)RESTRICTED TO BUILD A ZIM FARM TO ENABLE AUTOMATIC UPDATE OFFLINE EDUCATIONAL AND CULTURAL CONTENT FOR PEOPLE WITHOUT INTERNET ACCESS$25,000WIRE
SOUTH ASIARESTRICTED TO I'MABLE COLLECTIVE PROGRAM TO PROVIDE AN ALTERNATIVE REVENUE STREAM FOR NON-PROFIT ORGANIZATIONS SERVING PERSONS WITH DISABILITIES$500,000WIRE
EUROPE (INCLUDING ICELAND AND GREENLAND)RESTRICTED TO SUPPORT CHILDREN PROTECTION PROGRAMS$15,000WIRE
SOUTH ASIARESTRICTED TO THE DALIO SUSTAINABLE INVESTMENT FUND$5,000,000WIRE
EUROPE (INCLUDING ICELAND AND GREENLAND)RESTRICTED TO WCCM'S RESOURCE DEVELOPMENT FUND$250,000WIRE
SUB-SAHARAN AFRICARESTRICTED TO SUPPORT EOSF'S DEVELOPMENT & DEPLOYMENT OF USB KEYS PROVIDED WITH CONTENT EMBEDDED TO INDIVIDUALS WITHOUT CONSISTENT INTERNET ACCESS$110,000WIRE
NORTH AMERICATO PROVIDE GENERAL SUPPORT TO THE ENDLESS OS FOUNDATION IN ITS EFFORTS TO INCREASE ACCESS TO TECHNOLOGY AND EDUCATIONAL OPPORTUNITIES FOR YOUTH AROUND THE WORLD$1,085,000WIRE
EUROPE (INCLUDING ICELAND AND GREENLAND)TO PROVIDE GENERAL SUPPORT TO THE ENDLESS OS FOUNDATION IN ITS EFFORTS TO INCREASE ACCESS TO TECHNOLOGY AND EDUCATIONAL OPPORTUNITIES FOR YOUTH AROUND THE WORLD$2,170,000WIRE
SUB-SAHARAN AFRICATO PROVIDE GENERAL SUPPORT TO THE ENDLESS OS FOUNDATION IN ITS EFFORTS TO INCREASE ACCESS TO TECHNOLOGY AND EDUCATIONAL OPPORTUNITIES FOR YOUTH AROUND THE WORLD$1,085,000WIRE
SUB-SAHARAN AFRICARESTRICTED TO SUPPORT THE AKASHINGA PROGRAM$15,000WIRE
FieldValueIRS element (for citing)
Total501c3 Org13Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:DALIO FAMILY FUND, INC. ACTIVELY ENGAGES WITH GRANTEES BOTH BEFORE AND AFTER GRANT FUNDS ARE PAID TO ENSURE THAT GRANT FUNDS WILL BE USED BY GRANTEE FOR SOCIAL WELFARE PURPOSES. MOST GRANTS REQUIRE REGULAR FINANCIAL AND NARRATIVE REPORTING, WHICH IS REVIEWED BY GRANT COORDINATORS AND PHILANTHROPY MANAGEMENT. GRANTS ARE LIMITED TO SOCIAL WELFARE PURPOSES, TYPICALLY THROUGH GRANT AGREEMENT WHERE THE USE OF FUNDS IS EXPRESSLY LIMITED TO 501(C)(4) PURPOSES AND FUNDS MUST BE RETURNED IF THEY ARE USED FOR OTHER PURPOSES.
PART III ACCOUNTING METHOD:
SCHEDULE F, PART IV, LINE 4THE ORGANIZATION OWNS INTERESTS IN PASSIVE FOREIGN INVESTMENT COMPANIES. THE INVESTMENTS ARE NOT DEBT-FINANCED AND ARE NOT OTHERWISE SUBJECT TO UNRELATED BUSINESS INCOME TAX. THEREFORE, FORMS 8621 ARE NOT REQUIRED PURSUANT TO TREAS. REG. 1.1298-1(C).

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (233 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ACTION FOR MANTAS
167 DEL MAR SHORES TERSOLANA BEACHCA92075811005011501(C)(3)$15,000TO SUPPORT GENERAL OPERATIONS
ACTIVE MINDS INC
2001 S STREET NW SUITE 630WASHINGTONDC20009200587172501(C)(3)$25,000TO SUPPORT GENERAL OPERATIONS
ACUMEN FUND INC
40 WORTH STREET SUITE 303NEW YORKNY10013134166228501(C)(3)$1,000,000RESTRICTED TO SUPPORT AN EARLY-STAGE PHILANTHROPIC VENTURE FUND INVESTING IN IMPROVING THE LIVES OF LOW-INCOME AMERICANS
AFRICAN AMERICAN POLICY FORUM
C/O AG ASSOCIATES 13816 CEDAR ROADUNIVERSITY HEIGHTSOH44118061597874501(C)(3)$15,000RESTRICTED TO SUPPORT THE "SAY HER NAME" CAMPAIGN
ALL OUR KIN INC
PO BOX 8477NEW HAVENCT06530061539280501(C)(3)$125,000TO SUPPORT GENERAL OPERATIONS
ALZHEIMER'S DRUG DISCOVERY FOUNDATION
57 WEST 57TH STREET SUITE 904NEW YORKNY10019201082179501(C)(3)$25,000RESTRICTED TO SUPPORT PROJECT TO END ALZHEIMER'S DISEASE
AMERICAN NATIONAL RED CROSS
431 18TH ST NWWASHINGTONDC20006530196605501(C)(3)$10,000RESTRICTED TO SUPPORT THE RED CROSS NORTHWEST RESPONSE FUND
AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
520 EIGHTH AVENUE 7TH FLOORNEW YORKNY10018131623829501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
ARIZONA FOOD BANK NETWORK
340 E CORONADO ROAD SUITE 400PHOENIXAZ85004860507679501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
ARIZONA HUMANE SOCIETY
1521 W DOBBINS ROADPHOENIXAZ85041860135567501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
ARKANSAS FOODBANK
4301 WEST 65TH STREETLITTLE ROCKAR72209710596734501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
ARTHUR MILLER FOUNDATION
56 W 12TH ST APT 2NEW YORKNY10011223661214501(C)(3)$37,500RESTRICTED TO SUPPORT THE ARTHUR MILLER FOUNDATION FELLOWS PROGRAM
ATLANTA HUMANE SOCIETY & SOCIETY FOR PREVENTION OF CRUELTY TO ANIMALS
981 HOWELL MILL RD NWATLANTAGA30318580685900501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
BANCO DE ALIMENTOS PUERTO RICO INC
PO BOX 2989BAYAMONPR00960660444882501(C)(3)$5,000TO SUPPORT GENERAL OPERATIONS
BOY SCOUTS OF AMERICA
63 MASON STREETGREENWICHCT06830060646654501(C)(3)$10,000RESTRICTED TO SUPPORT TROOP #37
BOY SCOUTS OF AMERICA
63 MASON STREETGREENWICHCT06830060646654501(C)(3)$120,000RESTRICTED TO SUPPORT 2020 SCOUT PROGRAMS AND EVENTS
BRIDGEPORT PUBLIC EDUCATION FUND INC
446 UNIVERSITY AVENUEBRIDGEPORTCT06604061379383501(C)(3)$5,000RESTRICTED TO SUPPORT THE COMMUNITY SYMPOSIUM AND GENERAL OPERATIONS
BRIGHT FUNDS FOUNDATION
PO BOX 53125SAN JOSECA95153462109112501(C)(3)$2,000TO SUPPORT GENERAL OPERATIONS
BRUNSWICK SCHOOL INC
100 MAHER AVENUEGREENWICHCT06830060646562501(C)(3)$400,000RESTRICTED TO ENDOWMENT FUND FOR FAIRFIELD SCHOLARS
CALIFORNIA ASSOCIATION OF FOOD BANKS
1624 FRANKLIN ST STE 722OAKLANDCA94612680392816501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
CAPITOL REGION EDUCATION COUNCIL
111 CHARTER OAK AVEHARTFORDCT06106060853106GOVERNMENT$3,000,000RESTRICTED TO PROJECT 26 TO PROVIDE, THROUGH LICENSED PROVIDERS, CHILDCARE FOR APPROXIMATELY 1,066 CHILDREN OF HOSPITAL WORKERS IN CLOSE COORDINATION WITH THE STATE OF CONNECTICUT
CAREERS THROUGH CULINARY ARTS PROGRAM INC
505 EIGHTH AVENUE SUITE 1400NEW YORKNY10018133662917501(C)(3)$100,000TO SUPPORT GENERAL OPERATIONS
CAROLINE HOUSE INC
574 STILLMAN STREETBRIDGEPORTCT06608061455101501(C)(3)$20,000TO SUPPORT GENERAL OPERATIONS
CARVER FOUNDATION OF NORWALK INC
7 ACADEMY STREETNORWALKCT06850060862072501(C)(3)$200,000RESTRICTED TO SUPPORT 2020-2021 YOUTH PROGRAMMING
CARVER FOUNDATION OF NORWALK INC
7 ACADEMY STREETNORWALKCT06850060862072501(C)(3)$200,000RESTRICTED TO SUPPORT ONGOING YOUTH PROGRAMMING DURING THE 2020-21 ACADEMIC YEAR
CARVER FOUNDATION OF NORWALK INC
7 ACADEMY STREETNORWALKCT06850060862072501(C)(3)$50,000TO SUPPORT GENERAL OPERATIONS
CARVER FOUNDATION OF NORWALK INC
7 ACADEMY STREETNORWALKCT06850060862072501(C)(3)$50,000RESTRICTED TO SUPPORT COMMUNITY FAMILIES AND PART-TIME STAFF IN RESPONSE TO COVID-19
CATHOLIC MEDICAL MISSION BOARD INC
100 WALL STREET FLOOR 9NEW YORKNY10005135602319501(C)(3)$15,000TO SUPPORT GENERAL OPERATIONS
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVE NWWASHINGTONDC20036521501082501(C)(3)$100,000TO SUPPORT GENERAL OPERATIONS
CHAMINADE DEVELOPMENT FUND INC
JACKSON AVENUE AND EMORY ROADMINEOLANY11501237069462501(C)(3)$10,000RESTRICTED TO SUPPORT THE MOE BETTER BLUES MARINO DALLOLIO MUSIC SCHOLARSHIP FUND
CHAMINADE DEVELOPMENT FUND INC
JACKSON AVENUE AND EMORY ROADMINEOLANY11501237069462501(C)(3)$10,000RESTRICTED TO SUPPORT THE MOE BETTER BLUES MARINO DALLOLIO MUSIC SCHOLARSHIP FUND
CHAMINADE DEVELOPMENT FUND INC
JACKSON AVENUE AND EMORY ROADMINEOLANY11501237069462501(C)(3)$10,000RESTRICTED TO SUPPORT THE MOE BETTER BLUES MARINO DALLOLIO MUSIC SCHOLARSHIP FUND
CHAMINADE DEVELOPMENT FUND INC
JACKSON AVENUE AND EMORY ROADMINEOLANY11501237069462501(C)(3)$10,000RESTRICTED TO SUPPORT THE MOE BETTER BLUES MARINO DALLOLIO MUSIC SCHOLARSHIP FUND
CHRISTIAN HERALD ASSN INC
355 LEXINGTON AVE FLOOR 19NEW YORKNY10017131617086501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
CHRISTIAN HERALD ASSN INC
355 LEXINGTON AVE FLOOR 19NEW YORKNY10017131617086501(C)(3)$50,000TO SUPPORT GENERAL OPERATIONS
CITY HARVEST INC
6 EAST 32ND STREET 5TH FLOORNEW YORKNY10016133170676501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
CITY LORE INC
56 E 1ST STNEW YORKNY10003112740189501(C)(3)$201,600RESTRICTED TO SUPPORT CHESS FORUM
CITY OF HARTFORD
OFFICE OF THE MAYOR 550 MAIN STREETHARTFORDCT06103GOVERNMENT$1,500,000RESTRICTED TO SUPPORT HARTFORD'S BROADBAND EXPANSION PLANROOM 200
CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED
93 EDWARDS STREETNEW HAVENCT06511060646757501(C)(3)$365,000RESTRICTED TO PROVIDING MENTAL HEALTH SERVICES FOR STUDENTS AND THEIR FAMILIES DURING THE 2019-20 ACADEMIC YEAR
CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED
93 EDWARDS STREETNEW HAVENCT06511060646757501(C)(3)$482,500RESTRICTED TO ADVANCEMENT OF PROJECT SOAR.
COMMON SENSE MEDIA
699 8TH STREET SUITE C150SAN FRANCISCOCA94103412024986501(C)(3)$300,000RESTRICTED TO DEVELOP EDUCATIONAL CONTENT AND RESOURCES THAT IS ACCESSIBLE TO FAMILIES, SCHOOLS AND STUDENTS WITHOUT INTERNET CONNECTIVITY
COMMUNITY ACCESS INC
17 BATTERY PLACE SUITE 1326NEW YORKNY10004237399839501(C)(3)$15,000RESTRICTED TO SUPPORT COVID-19 RESPONSE
COMMUNITY FOOD BANK OF CENTRAL ALABAMA
107 WALTER DAVIS DRIVEBIRMINGHAMAL35209630837956501(C)(3)$5,000TO SUPPORT GENERAL OPERATIONS
COMMUNITY FOUNDATION OF EASTERN CONNECTICUT
68 FEDERAL STREETNEW LONDONCT06320061080097501(C)(3)$10,000RESTRICTED TO HELP NEW LONDON FAMILIES SECURE BASIC NEEDS
COMPASS YOUTH COLLABORATIVE INC
55 AIRPORT RD STE 201HARTFORDCT06114311768549501(C)(3)$500,000RESTRICTED TO GENERAL OPERATING SUPPORT AND CAPACITY BUILDING THROUGH THE CT OPPORTUNITY PROJECT
COMPASS YOUTH COLLABORATIVE INC
55 AIRPORT RD STE 201HARTFORDCT06114311768549501(C)(3)$100,000RESTRICTED TO SUPPORT COVID-19 RELIEF EFFORTS
COMPUTER SCIENCE TEACHERS ASSOCIATION LLC
200 E RANDOLPH STREET SUITE 200CHICAGOIL60601270115816501(C)(3)$25,000TO SUPPORT GENERAL OPERATIONS
CONNECTICUT CENTER FOR ARTS & TECHNOLOGY INC
4 SCIENCE PARKNEW HAVENCT06511451257955501(C)(3)$100,000RESTRICTED TO SUPPORT THE SAFE SPACE ACADEMIC SUPPORT PROGRAM
CONNECTICUT CENTER FOR ARTS & TECHNOLOGY INC
4 SCIENCE PARKNEW HAVENCT06511451257955501(C)(3)$60,000RESTRICTED TO SUPPORT THE SAFE SPACE ACADEMIC SUPPORT PROGRAM
CONNECTICUT CENTER FOR ARTS & TECHNOLOGY INC
4 SCIENCE PARKNEW HAVENCT06511451257955501(C)(3)$300,000RESTRICTED TO SUPPORT CONNCAT'S CRISIS RELIEF FUND WHICH SUPPORTS FAMILIES SEVERELY IMPACTED BY THE COVID-19 PANDEMIC
CONNECTICUT FOOD BANK INC
2 RESEARCH PARKWAYWALLINGFORDCT06492061063025501(C)(3)$500,000RESTRICTED TO SUSTAIN INCREASED LEVEL OF DISTRIBUTION IN CT OVER THE NEXT THREE MONTHS
CONNECTICUT RISE NETWORK INC
700 STATE STREET SUITE 301NEW HAVENCT06511814104274501(C)(3)$1,950,000TO SUPPORT GENERAL OPERATIONS
CONNECTICUT RISE NETWORK INC
700 STATE STREET SUITE 301NEW HAVENCT06511814104274501(C)(3)$1,600,000TO SUPPORT GENERAL OPERATIONS
CONNECTICUT TEACHER OF THE YEAR COUNCIL INC
771 SHENNECOSSETT RDGROTONCT06340272498234501(C)(3)$50,000RESTRICTED FOR TEACHER OF THE YEAR CELEBRATION AND THE EMPOWERED LEAD SYMPOSIUM
CONNECTICUT TEACHER OF THE YEAR COUNCIL INC
771 SHENNECOSSETT RDGROTONCT06340272498234501(C)(3)$20,000RESTRICTED TO 2020 TEACHER OF THE YEAR CEREMONY, 2020 EMPOWERED TO LEAD SYMPOSIUM AND CT TEACHER OF THE YEAR COUNCIL
DENVER FILM SOCIETY
1510 YORK 3RD FLOORDENVERCO80206840771070501(C)(3)$30,000RESTRICTED TO SUPPORT EXPOSURE LABS
DEPRESSION AND BIPOLAR SUPPORT ALLIANCE
55 E JACKSON BLVD STE 490CHICAGOIL60604363379124501(C)(3)$25,000TO SUPPORT GENERAL OPERATIONS
DESDAS GRATE INC
192 MAYFLOWER AVENUENEW ROCHELLENY10801134076730501(C)(3)$7,130RESTRICTED TO SUPPORT SUMMER CAMP PROGRAM
DIDI HIRSCH PSYCHIATRIC SERVICE
4760 S SEPULVEDA BLVDCULVER CITYCA90230951816023501(C)(3)$50,000TO SUPPORT GENERAL OPERATIONS
DIRECT RELIEF
6100 WALLACE BECKNELL ROADSANTA BARBARACA93117951831116501(C)(3)$50,000RESTRICTED TO SUPPORT TEAM LOVE DANCEATHON
DOMUS KIDS INC
83 LOCKWOOD AVESTAMFORDCT06902060891998501(C)(3)$500,000TO SUPPORT GENERAL OPERATIONS
DOMUS KIDS INC
83 LOCKWOOD AVESTAMFORDCT06902060891998501(C)(3)$500,000TO SUPPORT GENERAL OPERATIONS
DOMUS KIDS INC
83 LOCKWOOD AVESTAMFORDCT06902060891998501(C)(3)$100,000RESTRICTED TO SUPPORT COVID-19 RELIEF EFFORTS
DONORSCHOOSEORG
134 W 37TH ST FLOOR 11NEW YORKNY10018134129457501(C)(3)$150,000RESTRICTED TO SUPPORT RISE EDUCATOR INNOVATION FUND IN THE 2020-2021 ACADEMIC YEAR
EAST HARTFORD PUBLIC SCHOOLS
1110 MAIN STREETEAST HARTFORDCT06108GOVERNMENT$350,000RESTRICTED TO 2020-21 RISE BY 5 STRATEGY
FABRETTO CHILDREN'S FOUNDATION INC
1563 SHERMAN AVE 3RD FLEVANSTONIL60201363894824501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
FAIR FOOD NETWORK
1250 N MAIN STANN ARBORMI48104264143394501(C)(3)$10,000RESTRICTED TO SUPPORT THE DOUBLE UP FOOD BUCKS MISSISSIPPI PROGRAM
FAIR FOOD NETWORK
1250 N MAIN STANN ARBORMI48104264143394501(C)(3)$75,000RESTRICTED TO SUPPORT THE DOUBLE UP FOOD BUCKS MISSISSIPPI PROGRAM
FAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC
40 RICHARDS AVENUENORWALKCT06854061083893501(C)(3)$271TO SUPPORT GENERAL OPERATIONS
FAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC
40 RICHARDS AVENUENORWALKCT06854061083893501(C)(3)$10,000RESTRICTED TO SUPPORT COLLECTIVE IMPACT OPPORTUNITY FUND WEBSITE DEVELOPMENT AND OPERATING EXPENSES
FEEDING FLORIDA INC
1493 MARKET STREETTALLAHASSEEFL32312650467165501(C)(3)$20,000TO SUPPORT GENERAL OPERATIONS
FEEDING KENTUCKY INC
PO BOX 5522FRANKFORTKY40602611398656501(C)(3)$5,000TO SUPPORT GENERAL OPERATIONS
FEEDING TEXAS
1524 SOUTH LH-35 SUITE 342AUSTINTX78704742762542501(C)(3)$20,000TO SUPPORT GENERAL OPERATIONS
FILM FORUM INC
209 W HOUSTON STNEW YORKNY10014510175953501(C)(3)$25,000TO SUPPORT GENERAL OPERATIONS
FILM FORUM INC
209 W HOUSTON STNEW YORKNY10014510175953501(C)(3)$15,000TO SUPPORT GENERAL OPERATIONS
FLORIDA INTERNATIONAL UNIVERSITY BOARD OF TRUSTEES
11200 SW 8TH ST FL 5MIAMIFL33199650177616GOVERNMENT$168,882RESTRICTED TO SUPPORT FLORIDA INTERNATIONAL UNIVERSITY'S PROJECT TO DEVELOP AND TEST TAGGING DEVICES FOR SMALL CETACEANS
FOODSHARE INC
450 WOODLAND AVEBLOOMFIELDCT06002222474771501(C)(3)$500,000RESTRICTED TO HELP SECURE 14 TRAILERS OF FOOD TO FEED 35,000 PEOPLE IN CT
FOUNDATION FOR LEARNING EQUALITY INC
9700 GILMAN DR PMB 323LA JOLLACA92093462676188501(C)(3)$350,000RESTRICTED TO ADVANCE THEIR WORK IN IMPROVING SELF-DIRECTED LEARNING EXPERIENCES AND TO WORK WITH PARTNERS TO MAKE CONTENT FREE AND AVAILABLE TO STUDENTS IN NEED
FOUNDATION FOR LEARNING EQUALITY INC
9700 GILMAN DR PMB 323LA JOLLACA92093462676188501(C)(3)$40,000RESTRICTED TO SUPPORT MAKING CONTENT AVAILABLE VIA KOLIBRI IN THE US
FOUNTAIN HOUSE INC
425 WEST 47TH STREETNEW YORKNY10036131624009501(C)(3)$100,000RESTRICTED TO SUPPORT THE FOUNTAIN HOUSE MEDIA CENTER
FRIENDS OF CARITAS CUBANA CORPORATION
81 WASHINGTON AVE C/O CONSUELOCAMBRIDGEMA02140203023256501(C)(3)$25,000TO SUPPORT GENERAL OPERATIONSISAACSON
FUND FOR TEACHERS A FOUNDATION TO RECOGNIZE STIMULATE AND ENHANCE
55 WAUGH DRIVE SUITE 603HOUSTONTX77007760679535501(C)(3)$500,000RESTRICTED TO SUPPORT THE GRANTEES WORK IN CT DURING THE 2019-2020 ACADEMIC YEAR
GAMES FOR CHANGE INC
205 E 42ND ST 20TH FLNEW YORKNY10017262623362501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
GAMES FOR CHANGE INC
205 E 42ND ST 20TH FLNEW YORKNY10017262623362501(C)(3)$350,000RESTRICTED TO SUPPORT REDESIGN OF EXISTING GAMES TO INCORPORATE EDUCATIONAL OBJECTIVES
GATEWAY COMMUNITY COLLEGE FOUNDATION INC
20 CHURCH STREETNEW HAVENCT06510223135128GOVERNMENT$23,200RESTRICTED TO PURCHASE STUDENT LAPTOPS
GEORGIA FOOD BANK ASSOCIATION INC
732 JOSEPH E LOWERY BLVD NWATLANTAGA30318582374577501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
GLOUCESTER MARINE GENOMICS INSTITUTE INCORPORATED
417 MAIN STREETGLOUCESTERMA01930463020006501(C)(3)$50,000RESTRICTED TO SUPPORT SCIENCE, COMMUNITY AND EDUCATION PROGRAMS TO ADDRESS CRITICAL CHALLENGES FACING OUR OCEANS, HUMAN HEALTH AND ENVIRONMENT
GREATER BIRMINGHAM HUMANE SOCIETY
300 SNOW DRIVEBIRMINGHAMAL35209630288810501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
GREENWAVE ORGANIZATION CORP
315 FRONT STNEW HAVENCT06513475438012501(C)(3)$75,000RESTRICTED TO SUPPORT AQUATIC SCIENCE INTERNSHIP PROGRAM
GREENWICH ADULT DAY CARE INC
125 RIVER ROAD EXTENSIONCOS COBCT06807061066787501(C)(3)$2,000TO SUPPORT GENERAL OPERATIONS
GREENWICH COUNTRY DAY SCHOOL INC
PO BOX 623GREENWICHCT06836060646657501(C)(3)$7,500TO SUPPORT GENERAL OPERATIONS
GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED
1111 EAST PUTNAM AVENUERIVERSIDECT06878222721171501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
GREENWICH HISTORICAL SOCIETY INC
47 STRICKLAND ROADCOS COBCT06807066036049501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
GREENWICH HISTORICAL SOCIETY INC
47 STRICKLAND ROADCOS COBCT06807066036049501(C)(3)$500,000RESTRICTED FOR EDUCATIONAL PROGRAMS FOR TITLE 1 SCHOOLS AND FOR GENERAL SUPPORT
GREENWICH LIBRARY
101 W PUTNAM AVE TRUSTEES OFFICEGREENWICHCT06830066002281501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
GREENWICH POLICE DEPT SCHOLARSHIP FUND INC GREENWICH POLICE DEPT
11 BRUCE PLACEGREENWICHCT06830066068607501(C)(3)$5,000TO SUPPORT GENERAL OPERATIONS
GREENWICH SYMPHONY ORCHESTRA INC
PO BOX 35GREENWICHCT06836066107766501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
GREENWICH TEEN CENTER INC
PO BOX 1339 100 ARCH STREETGREENWICHCT06836061242185501(C)(3)$250,000RESTRICTED TO BE USED TO PURCHASE AND INSTALL NEW HEATING AND COOLING EQUIPMENT FOR THE TEEN CENTER
GREENWICH TREE CONSERVANCY INC
PO BOX 4215GREENWICHCT06831208181832501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
GREENWICH VILLAGE SOCIETY FOR HISTORIC PRESERVATION
232 EAST 11 STREETNEW YORKNY10003133042600501(C)(3)$20,000TO SUPPORT GENERAL OPERATIONS
HARLEM CHILDREN'S ZONE INC
35 EAST 125TH STREETNEW YORKNY10035237112974501(C)(3)$1,000,000TO SUPPORT GENERAL OPERATIONS
HARLEM CHILDREN'S ZONE INC
35 EAST 125TH STREETNEW YORKNY10035237112974501(C)(3)$1,000,000RESTRICTED TO SUPPORT THE FURTHER ESTABLISHMENT OF THE WILLIAM JULIUS WILSON INSTITUTE
HARTFORD PUBLIC SCHOOLS
960 MAIN STREETHARTFORDCT06103GOVERNMENT$50,000RESTRICTED TO SUPPORT RISE BY 5 STRATEGY 2020-2021 ACADEMIC YEAR
HARTFORD'S PROUD DRILL DRUM & DANCE CORP
54 BURTON STREETHARTFORDCT06112471785315501(C)(3)$5,000TO SUPPORT GENERAL OPERATIONS
HARVARD BUSINESS SCHOOL CLUB OF NEW YORK INC
1460 BROADWAYNEW YORKNY10036136159699501(C)(3)$100,000TO SUPPORT GENERAL OPERATIONS
HARVEST HOPE FOOD BANK
PO BOX 451COLUMBIASC29202570725560501(C)(3)$5,000TO SUPPORT GENERAL OPERATIONS
HOPE FOR HAITI INC
1021 5TH AVENUE NORTHNAPLESFL34102593564329501(C)(3)$50,000TO SUPPORT GENERAL OPERATIONS
HUMAN RIGHTS WATCH INC
350 5TH AVENUE FLOOR 34NEW YORKNY10118132875808501(C)(3)$25,000RESTRICTED TO SUPPORT THE FUND RAISING PROGRESS OF THE ANTWERP DINNER
HUMANE SOCIETY OF LOUISIANA INC
PO BOX 740321NEW ORLEANSLA70174581795272501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
HUMANE SOCIETY OF SONOMA COUNTY
5345 HWY 12 WESTSANTA ROSACA95407946001315501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
HUMANE SOCIETY OF ST JOSEPH COUNTY INDIANA INC
2506 GRAPE ROADMISHAWKAIN46545356006532501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
OFFICE OF DEVELOPMENT ONE GUSTAVE LNEW YORKNY10029136171197501(C)(3)$20,000RESTRICTED TO SUPPORT COVID-19 RESPONSE EFFORTSLEVY PLACE BOX 1049
INTERNATIONAL BIPOLAR FOUNDATION
8775 AERO DRIVE SUITE 330SAN DIEGOCA92123263889828501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
IRA SOHN CONFERENCE FOUNDATION INC
1731 1ST AVENUE 20395NEW YORKNY10128204694054501(C)(3)$100,000TO SUPPORT GENERAL OPERATIONS
JOSEPH CAMPBELL FOUNDATION
136 WAVERLY PLACE 14DNEW YORKNY10014990285097501(C)(3)$20,000TO SUPPORT GENERAL OPERATIONS
KHAN ACADEMY INC
PO BOX 1630MOUNTAIN VIEWCA94042261544963501(C)(3)$2,000,000TO SUPPORT GENERAL OPERATIONS
LEAGUE OF WOMEN VOTERS OF CONNECTICUT INC
1890 DIXWELL AVE STE 113HAMDENCT06514060303635GOVERNMENT$5,000TO SUPPORT GENERAL OPERATIONS
LINCOLN CENTER FOR THE PERFORMING ARTS INC
70 LINCOLN CENTER PLAZANEW YORKNY10023131847137501(C)(3)$20,000RESTRICTED TO SUPPORT VIRTUAL WORKSHOPS AND LC ACTIVATE 2020 VIRTUAL SYMPOSIUM
LOUISIANA FOOD BANK ASSOCIATION
543 SPANISH TOWN RDBATON ROUGELA70802270667900501(C)(3)$5,000TO SUPPORT GENERAL OPERATIONS
MALTA HOUSE INC
5 PROWITT STREETNORWALKCT06855061604710501(C)(3)$5,000TO SUPPORT GENERAL OPERATIONS
MALTA HOUSE INC
5 PROWITT STREETNORWALKCT06855061604710501(C)(3)$25,000TO SUPPORT GENERAL OPERATIONS
MANCHESTER PUBLIC SCHOOLS
45 NORTH SCHOOL STREETMANCHESTERCT06042GOVERNMENT$210,000RESTRICTED TO THE 2020-2021 ACADEMIC YEAR OF THE RISE BY 5 STRATEGY
MAP EDUCATIONAL FUND
70 EAST 77TH ST SUITE 1CNEW YORKNY10075453265404501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA STREET SUITE 540BOSTONMA02114041564655501(C)(3)$45,000RESTRICTED TO SUPPORT INDIVIDUALS DEALING WITH ONGOING STRESSORS IN THE WAKE OF COVID-19
MEALS ON WHEELS AMERICA
1550 CRYSTAL DRIVE SUITE 1004ARLINGTONVA22202237447812501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
MERIDEN PUBLIC SCHOOLS
22 LIBERTY STREETMERIDENCT06450GOVERNMENT$300,000RESTRICTED TO THE 2020-2021 ACADEMIC YEAR OF THE RISE BY 5 STRATEGY
METROPOLITAN OPERA ASSOCIATION INC
30 LINCOLN CENTER PLZNEW YORKNY10023131624087501(C)(3)$1,000,000RESTRICTED TO SUPPORT EMERGENCY CAMPAIGN
METROPOLITAN OPERA ASSOCIATION INC
30 LINCOLN CENTER PLZNEW YORKNY10023131624087501(C)(3)$5,000RESTRICTED TO SUPPORT THE DEVELOPMENT AND BROADCASTING OF RADIO PROGRAMS
METROPOLITAN OPERA ASSOCIATION INC
30 LINCOLN CENTER PLZNEW YORKNY10023131624087501(C)(3)$5,000RESTRICTED TO SUPPORT MET ARCHIVES DEPARTMENT
MIDDLETOWN PUBLIC SCHOOLS
311 HUNTING HILL AVEMIDDLETOWNCT06457GOVERNMENT$200,000RESTRICTED TO THE 2020-2021 ACADEMIC YEAR OF THE RISE BY 5 STRATEGY
MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROWMONTEREYCA93940942487469501(C)(3)$100,000TO SUPPORT GENERAL OPERATIONS
MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROWMONTEREYCA93940942487469501(C)(3)$250,000TO SUPPORT GENERAL OPERATIONS
MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019131624100501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
MUSEUM OF THE CITY OF NEW YORK
1220 FIFTH AVENUENEW YORKNY10029131624098501(C)(3)$5,000TO SUPPORT GENERAL OPERATIONS
NATIONAL ALLIANCE ON MENTAL ILLNESS OF NEW YORK CITY METRO
505 8TH AVE STE 1103NEW YORKNY10018133077692501(C)(3)$25,000RESTRICTED TO SUPPORT COVID-19 RESPONSE EFFORTS
NATIONAL COMMITTEE ON UNITED STATES CHINA RELATIONS INC
6 EAST 43RD STREET 24TH FLOORNEW YORKNY10017132566973501(C)(3)$250,000TO SUPPORT GENERAL OPERATIONS
NATIONAL PHILANTHROPIC TR
165 TOWNSHIP LINE RD SUITE 1200JENKINTOWNPA19046237825575501(C)(3)$5,000,000RESTRICTED TO POLIO ERADICATION PROJECTS
NATURAL RESOURCES DEFENSE COUNCIL INC
40 WEST 20TH STREETNEW YORKNY10011132654926501(C)(3)$50,000RESTRICTED TO SUPPORT ACCESS TO AND USE OF SOLAR ENERGY IN THE UNITED STATES
NATURAL RESOURCES DEFENSE COUNCIL INC
40 WEST 20TH STREETNEW YORKNY10011132654926501(C)(3)$250,000RESTRICTED TO RAISING CLIMATE AWARENESS THROUGH MEDIA
NAUGATUCK PUBLIC SCHOOLS
380 CHURCH STREETNAUGATUCKCT06770GOVERNMENT$210,000RESTRICTED TO PARTNERSHIP WITH THE RISE NETWORK IN PURSUING THE RISE BY 5 STRATEGY IN THE 2020-21 ACADEMIC YEAR
NEIGHBOR TO NEIGHBOR INC
248 EAST PUTNAM AVENUEGREENWICHCT06830066071605501(C)(3)$250,000RESTRICTED TO THE CAPITAL CAMPAIGN
NEIGHBOR TO NEIGHBOR INC
248 EAST PUTNAM AVENUEGREENWICHCT06830066071605501(C)(3)$20,000RESTRICTED TO SUPPORT COVID-19 RESPONSE EFFORTS
NEW HAVEN URBAN RESOURCES INITIATIVE INC
195 PROSPECT STREETNEW HAVENCT06511061343983501(C)(3)$100,000RESTRICTED TO SUPPORT THE NEW HAVEN BOTANICAL GARDEN OF HEALING DEDICATED TO VICTIMS OF GUN VIOLENCE
NEW LONDON PUBLIC SCHOOLS
134 WILLIAMS STNEW LONDONCT06320GOVERNMENT$10,000RESTRICTED TO SUPPORT BASIC HUMAN SUPPLIES FOR NEW LONDON FAMILIES
NEW ORLEANS MUSICIANS ASSISTANCE FOUNDATION
1525 LOUISIANA AVENUENEW ORLEANSLA70115208139539501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
NEW VENTURE FUND
1201 CONNECTICUT AVE NW SUITE 300WASHINGTONDC20036205806345501(C)(3)$10,000RESTRICTED TO SUPPORT ITS FISCALLY SPONSORED PROJECT, KODE WITH KLOSSY
NEW YORK AND PRESBYTERIAN HOSPITAL
OFFICE OF DEVELOPMENT 525 EAST 68THNEW YORKNY10065133957095501(C)(3)$5,000,000RESTRICTED TO SUPPORT THE ESTABLISHMENT AND OPERATIONS OF THE DALIO CENTER FOR HEALTH JUSTICESTREET BOX 123
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BOULEVARDBRONXNY10458131693134501(C)(3)$25,000TO SUPPORT GENERAL OPERATIONS
NEW YORK HARBOR FOUNDATION INC
10 SOUTH ST SLIP 7NEW YORKNY10004272918478501(C)(3)$50,000TO SUPPORT GENERAL OPERATIONS
NEW YORK PUBLIC RADIO
160 VARICK STREET 9TH FLOORNEW YORKNY10013133015230501(C)(3)$50,000TO SUPPORT GENERAL OPERATIONS
NEW YORK PUBLIC RADIO
160 VARICK STREET 9TH FLOORNEW YORKNY10013133015230501(C)(3)$25,000TO SUPPORT GENERAL OPERATIONS
NORTHWEST ARKANSAS FOOD BANK
1378 JUNE SELF DRIVEBETHEL HEIGHTSAR72764710680830501(C)(3)$5,000TO SUPPORT GENERAL OPERATIONS
NORWALK PUBLIC SCHOOLS
125 EAST AVENUENORWALKCT06852GOVERNMENT$60,000RESTRICTED TO PARTNERSHIP WITH THE RISE NETWORK IN PURSUIT OF THE RISE BY 5 STRATEGY IN THE 2020-21 ACADEMIC YEAR
NORWALK PUBLIC SCHOOLS
125 EAST AVENUENORWALKCT06852GOVERNMENT$189,000RESTRICTED TO NORWALK CONNECTIVITY INITIATIVE TO PROVIDE HIGH-SPEED INTERNET SERVICE TO HOUSEHOLDS IN NORWALK
OCEAN ALLIANCE INC
32 HORTON STREETGLOUCESTERMA01930222573677501(C)(3)$75,000TO SUPPORT GENERAL OPERATIONS AND PROGRAMMING COSTS
OCEAN RESEARCH & CONSERVATION ASSOCIATION INC
1420 SEAWAY DRFORT PIERCEFL34949200901011501(C)(3)$50,000RESTRICTED TO DESIGN AND DEVELOP A CAMERA PLATFORM THAT WILL REVOLUTIONIZE DEEP-SEA EXPLORATION AND FOR GENERAL OPERATIONS
OPIN INC
PO BOX 488RIVERSIDECT06878300386610501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
OPIN INC
PO BOX 488RIVERSIDECT06878300386610501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
OUR PIECE OF THE PIE INC
20-28 SARGEANT STREETHARTFORDCT06105060939659501(C)(3)$500,000TO SUPPORT GENERAL OPERATIONS AND CAPACITY BUILDING THROUGH CT OPPORTUNITY PROJECT
OUR PIECE OF THE PIE INC
20-28 SARGEANT STREETHARTFORDCT06105060939659501(C)(3)$100,000RESTRICTED TO COVID-19 REPLENISHMENT FUNDING OF DATA SYSTEM GRANT
PATHWAYS INC
175 MILBANK AVEGREENWICHCT06830061051588501(C)(3)$25,000TO SUPPORT GENERAL OPERATIONS
PERSON TO PERSON INC
1864 POST RDDARIENCT06820061422248501(C)(3)$100,000RESTRICTED TO SUPPORT THE COVID-19 EMERGENCY RESPONSE
PETS FOR THE ELDERLY FOUNDATION
530 E HUNT HWY STE 103-472SAN TAN VALLEYAZ85143341716060501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
PHILANTHROPY NEW YORK INC
320 E43RD STNEW YORKNY10017133001403501(C)(3)$40,000TO SUPPORT GENERAL OPERATIONS
PIONEER WORKS ART FOUNDATION
159 PIONEER STREETBROOKLYNNY11231461097738501(C)(3)$50,000TO SUPPORT GENERAL OPERATIONS
PIONEER WORKS ART FOUNDATION
159 PIONEER STREETBROOKLYNNY11231461097738501(C)(3)$50,000RESTRICTED TO THE CAPITAL CAMPAIGN FOR OPERATING RESERVES
PIONEER WORKS ART FOUNDATION
159 PIONEER STREETBROOKLYNNY11231461097738501(C)(3)$50,000RESTRICTED TO THE CAPITAL CAMPAIGN FOR OPERATING RESERVES
PIONEER WORKS ART FOUNDATION
159 PIONEER STREETBROOKLYNNY11231461097738501(C)(3)$50,000TO SUPPORT GENERAL OPERATIONS
PORT CHESTER CARVER CENTER INC
400 WESTCHESTER AVEPORT CHESTERNY10573131832949501(C)(3)$175,000TO SUPPORT GENERAL OPERATIONS
PRESERVATION HALL FOUNDATION INC
726 SAINT PETER STREETNEW ORLEANSLA70116272910626501(C)(3)$15,000RESTRICTED TO SUPPORT COVID-19 SPOTIFY MATCHING CAMPAIGN
PRESERVATION HALL FOUNDATION INC
726 SAINT PETER STREETNEW ORLEANSLA70116272910626501(C)(3)$150,000TO SUPPORT GENERAL OPERATIONS
PRESERVATION HALL FOUNDATION INC
726 SAINT PETER STREETNEW ORLEANSLA70116272910626501(C)(3)$100,000TO SUPPORT GENERAL OPERATIONS
PROJECT CETI INC
302 E 19TH ST APT 2CNEW YORKNY10003844630660501(C)(3)$2,500,000TO SUPPORT GENERAL OPERATIONS
PROJECT HEALTHY MINDS CORPORATION
6558 BEACON STREETPITTSBURGHPA15217823616589501(C)(3)$25,000TO SUPPORT GENERAL OPERATIONS
QUALITAS OF LIFE FOUNDATION
1221 AVENUE OF THE AMERICAS STENEW YORKNY10020061833489501(C)(3)$55,000RESTRICTED TO SUPPORT THE PURCHASE OF GIFT CARDS FOR DISTRIBUTION BY ST. JEROME'S HANDS CENTER43105A
REPRESENT US EDUCATION FUND
PO BOX 60008FLORENCEMA01062263088283501(C)(3)$50,000RESTRICTED TO SUPPORT VOTE SAFE PROJECT
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLOORNEW YORKNY10003133441066501(C)(3)$5,000,000RESTRICTED TO SUPPORT HOLISTIC TRAINING AND SERVICES THAT PREPARE DISCONNECTED YOUTH FOR THE WORKFORCE
SAINT ANNS SCHOOL
129 PIERREPONT STBROOKLYNNY11201112606681501(C)(3)$25,000RESTRICTED TO FUND THE EXPLORATORY DEVELOPMENT OF A FINANCIAL LITERACY PROGRAM
SALT AND LIGHTWORKS
1939 HILLMAN STTULARECA93274352667828501(C)(3)$50,000TO SUPPORT GENERAL OPERATIONS
SAVE VENICE INC
133 E 58TH ST STE 501NEW YORKNY10022237179996501(C)(3)$100,000RESTRICTED TO SUPPORT IMMEDIATE RESPONSE FUND
SECOND CONGREGATIONAL CHURCH OF GREENWICH
139 EAST PUTNAM AVEGREENWICHCT06830CHURCH$30,000RESTRICTED TO THE STEWARDSHIP CAMPAIGN, THE WOMEN'S FELLOWSHIP AND GENERAL SUPPORT
SECOND HARVEST FOOD BANK OF NORTHEAST TENNESSEE INC
1020 JERICHO DRIVEKINGSPORTTN37663621303822501(C)(3)$5,000TO SUPPORT GENERAL OPERATIONS
SHAKESPEARE ON THE SOUND INC
PO BOX 15NORWALKCT06853061437037501(C)(3)$5,000TO SUPPORT GENERAL OPERATIONS
SILVER BAY ASSOCIATION FOR CHRISTIAN CONFERENCE AND TRAINING
87 SILVER BAY ROADSILVER BAYNY12874135604788501(C)(3)$75,000TO SUPPORT GENERAL OPERATIONS
STAMFORD PUBLIC SCHOOLS
888 WASHINGTON BLVDSTAMFORDCT06901GOVERNMENT$60,000RESTRICTED FOR PARTNERSHIP WITH RISE NETWORK FOR 2020-21 ACADEMIC YEAR
STONE BARNS RESTORATION CORP
630 BEDFORD ROADPOCANTICO HILLSNY10591134150082501(C)(3)$100,000TO SUPPORT GENERAL OPERATIONS
TECHBRIDGE GIRLS
114 LINDEN STREETOAKLANDCA94607274162514501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
TED FOUNDATION INC
330 HUDSON ST 11TH FLOORNEW YORKNY10013821934592501(C)(3)$250,000RESTRICTED TO PROVIDE EDUCATIONAL CONTENT THROUGH MULTIPLE PLATFORMS
TEDDY MALONEY FOUNDATION INC
425 OLD HICKORY ROADFAIRFIELDCT06824274153634501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
THANK DOG RESCUE INC
PO BOX 124NEWTOWNCT06470900985007501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
THE ALLIANCE FOR CLIMATE PROTECTION
555 ELEVENTH STREET NW SUITE 601WASHINGTONDC20004870745629501(C)(3)$40,000TO SUPPORT GENERAL OPERATIONS
THE LELAND STANFORD JUNIOR UNIVERSITY STANFORD UNIVERSITY DEVELOPMENT SVCS
326 GALVEZ STREETSTANFORDCA94305941156365501(C)(3)$4,000TO SUPPORT GENERAL OPERATIONS
THE LELAND STANFORD JUNIOR UNIVERSITY STANFORD UNIVERSITY DEVELOPMENT SVCS
326 GALVEZ STREETSTANFORDCA94305941156365501(C)(3)$100,000RESTRICTED TO SUPPORT PROJECTS AND INNOVATIVE RESEARCH BY GRADUATE STUDENTS
THE LELAND STANFORD JUNIOR UNIVERSITY STANFORD UNIVERSITY DEVELOPMENT SVCS
326 GALVEZ STREETSTANFORDCA94305941156365501(C)(3)$2,500,000RESTRICTED TO SUPPORT THE HUMAN-CENTERED SEED FUNDING PROGRAM
THE COS COB FIRE POLICE PATROL INCORPORATED
PO BOX 202COS COBCT06807061211165501(C)(3)$15,000TO SUPPORT GENERAL OPERATIONS
THE EVERGLADES FOUNDATION INC
18001 OLD CUTLER ROAD SUITE 625PALMETTO BAYFL33157593228899501(C)(3)$50,000TO SUPPORT GENERAL OPERATIONS
THE EXPLORATORIUM
PIER 17 SUITE 100SAN FRANCISCOCA94111941696494501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
THE FILM COLLABORATIVE INC
3405 CAZADOR STREETLOS ANGELESCA90065320295081501(C)(3)$100,000RESTRICTED TO FURTHER PUBLIC HEALTH RESEARCH THROUGH CONTENT PRESENTED ON THE FOUND MY FITNESS WEBSITE
THE PARTNERSHIP FOR CONNECTICUT INC
C/O SHIPMAN GOODWIN LLP ONEHARTFORDCT06103841931601501(C)(3)$19,575,000TO SUPPORT GENERAL OPERATIONSCONSTITUTION PLAZA
THE RYAN LICHT SANG BIPOLAR FOUNDATION INC
875 N MICHIGAN AVE STE 3100CHICAGOIL60611201750379501(C)(3)$10,000TO SUPPORT GENERAL OPERATIONS
THE SALVATION ARMY
440 WEST NYACK ROAD PO BOX C-635WEST NYACKNY10994135562351501(C)(3)$25,000RESTRICTED TO SUPPORT CONNECTICUT COMMUNITIES
THE TROY ANDREWS FOUNDATION
650 POYDRAS STREET SUITE 2245NEW ORLEANSLA70130454524559501(C)(3)$25,000RESTRICTED TO SUPPORT TROMBONE SHORTY ACADEMY
THE UCLA FOUNDATION
10920 WILSHIRE BOULEVARD SUITE 900LOS ANGELESCA90024952250801501(C)(3)$25,000RESTRICTED TO SUPPORT UCLA'S RESEARCH SCHOLARS PROGRAM IN NEUROPSYCHIATRY
THE UNIT FOUNDATION
PO BOX 1281VASSNC28394821954019501(C)(3)$1,000,000RESTRICTED TO SUPPORT WORKFORCE DEVELOPMENT FOR DELTA FORCE MEMBERS
THEATRE OF THE EMERGING AMERICAN MOMENT
138 SOUTH OXFORD STREETBROOKLYNNY11217262183790501(C)(3)$5,000TO SUPPORT GENERAL OPERATIONS
TISBEST PHILANTHROPY
317 S BENNETT ST STE 201SEATTLEWA98108208630809501(C)(3)$5,183,850TO SUPPORT A PROGRAM TO ENCOURAGE GIVING
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
622 WEST 113TH STREET MC 4524NEW YORKNY10025135598093501(C)(3)$250,000RESTRICTED TO THE ESOPHAGEAL DISEASE FUND
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
622 WEST 113TH STREET MC 4524NEW YORKNY10025135598093501(C)(3)$20,000RESTRICTED TO SUPPORT THE DIVISION OF MOVEMENT DISORDERS
UNITED METHODIST CITY SOCIETY
475 RIVERSIDE DRIVE SUITE 1922NEW YORKNY10115135562419501(C)(3)$5,000TO SUPPORT GENERAL OPERATIONS
UNITED STATES FUND FOR UNICEF
125 MAIDEN LANENEW YORKNY10038131760110501(C)(3)$50,000TO SUPPORT GENERAL OPERATIONS
UNITED WAY OF GREENWICH INC
1 LAFAYETTE COURTGREENWICHCT06830060646578501(C)(3)$100,000RESTRICTED TO COVID-19 CRISIS RESPONSE EFFORTS
UNIVERSITY OF CHICAGO
5235 S HARPER COURT 4TH FLOORCHICAGOIL60615362177139501(C)(3)$25,000RESTRICTED TO SUPPORT THE ODYSSEY SCHOLARSHIP PROGRAM
UNIVERSITY OF TEXAS FOUNDATION
9011 MOUNTAIN RIDGE SUITE 150AUSTINTX78759741587488501(C)(3)$25,000RESTRICTED TO SUPPORT OF ANAPLASTIC THYROID CANCER RESEARCH AT THE MD ANDERSON CANCER CENTER
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUEMADISONWI53726390743975501(C)(3)$65,000RESTRICTED TO SUPPORT POST-DOCTORATE RESEARCHER COSTS
UTW82 FOR GOOD
32 PARKWAY DRIVEDOBBS FERRYNY10522813647764501(C)(3)$5,000TO SUPPORT GENERAL OPERATIONS
VERSE VIDEO EDUCATION INC
207 FISHER AVENUEBROOKLINEMA02445810902953501(C)(3)$250,000RESTRICTED TO SUPPORT SEASON THREE OF THE POETRY IN AMERICA SERIES
VERSE VIDEO EDUCATION INC
207 FISHER AVENUEBROOKLINEMA02445810902953501(C)(3)$25,000RESTRICTED TO SUPPORT POETRY IN AMERICA'S 2020 TEACH TOGETHER PROGRAM
VOLUNTEERS OF AMERICA INC
1660 DUKE STALEXANDRIAVA22314131692595501(C)(3)$10,000RESTRICTED TO SUPPORT COVID-19 RESPONSE EFFORTS
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREETNEW YORKNY10014131789318501(C)(3)$1,000,000TO SUPPORT GENERAL OPERATIONS
WIKIMEDIA FOUNDATION INC
PO BOX 98204WASHINGTONDC20090200049703501(C)(3)$100,000RESTRICTED TO SUPPORT THE WIKIMEDIA ENDOWMENT
WISHES FOR HORSES INC
40 OAKHILL AVENORWALKCT06854454752871501(C)(3)$7,000TO SUPPORT GENERAL OPERATIONS
WOODLAWN CONSERVANCY INC
4199 WEBSTER AVENUEBRONXNY10470311695037501(C)(3)$112,500RESTRICTED TO SUPPORT THE MASONRY EDUCATION PROGRAM
WOODS HOLE OCEANOGRAPHIC INSTITUTION
FENNO HOUSE 183 OYSTER POND ROAD MSWOODS HOLEMA02543042105850501(C)(3)$1,300,000TO SUPPORT GENERAL OPERATIONS40
WOODS HOLE OCEANOGRAPHIC INSTITUTION
FENNO HOUSE 183 OYSTER POND ROAD MSWOODS HOLEMA02543042105850501(C)(3)$1,550,000TO SUPPORT GENERAL OPERATIONS40
WOODS HOLE OCEANOGRAPHIC INSTITUTION
FENNO HOUSE 183 OYSTER POND ROAD MSWOODS HOLEMA02543042105850501(C)(3)$250,000TO SUPPORT GENERAL OPERATIONS40
WOODS HOLE OCEANOGRAPHIC INSTITUTION
FENNO HOUSE 183 OYSTER POND ROAD MSWOODS HOLEMA02543042105850501(C)(3)$1,655,000TO SUPPORT GENERAL OPERATIONS40
WORLD CENTRAL KITCHEN INCORPORATED
655 NEW YORK AVE NW 6TH FLOORWASHINGTONDC20001273521132501(C)(3)$50,000RESTRICTED TO SUPPORT COVID-19 FOOD RELIEF PROGRAMS IN NEW YORK CITY
WORLD CENTRAL KITCHEN INCORPORATED
655 NEW YORK AVE NW 6TH FLOORWASHINGTONDC20001273521132501(C)(3)$50,000RESTRICTED TO SUPPORT THE GRANTEE'S COVID-19 RELIEF EFFORTS
WORLD TRADE CENTER PERFORMING ARTS CENTER INC
ONE LIBERTY PLAZA 29TH FLOORNEW YORKNY10006455316035501(C)(3)$5,000,000TO SUPPORT GENERAL OPERATIONS
WORLD VISION
P O BOX 9716FEDERAL WAYWA98063951922279501(C)(3)$9,720RESTRICTED TO SUPPORT CHILD SPONSORSHIPS AS DIRECTED BY GRANTEE
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521060646973501(C)(3)$500,000RESTRICTED TO SUPPORT THE YALE CENTER FOR EMOTIONAL INTELLIGENCE
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521060646973501(C)(3)$350,000RESTRICTED TO THE YALE CENTER FOR EMOTIONAL INTELLIGENCE
YWCA GREENWICH CONNECTICUT INC
259 EAST PUTNAM AVENUEGREENWICHCT06830060646992501(C)(3)$25,000RESTRICTED TO SUPPORT 2020 FATHERS DAY CAMPAIGN AGAINST DOMESTIC VIOLENCE
FieldValueIRS element (for citing)
Total501c3 Org186Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationDALIO FAMILY FUND, INC. ACTIVELY ENGAGES WITH GRANTEES BOTH BEFORE AND AFTER GRANT FUNDS ARE PAID TO ENSURE THAT GRANT FUNDS WILL BE USED BY GRANTEE FOR SOCIAL WELFARE PURPOSES. MOST GRANTS REQUIRE REGULAR FINANCIAL AND NARRATIVE REPORTING, WHICH IS REVIEWED BY GRANT COORDINATORS AND PHILANTHROPY MANAGEMENT. GRANTS ARE LIMITED TO SOCIAL WELFARE PURPOSES, TYPICALLY THROUGH GRANT AGREEMENT WHERE THE USE OF FUNDS IS EXPRESSLY LIMITED TO 501(C)(4) PURPOSES AND FUNDS MUST BE RETURNED IF THEY ARE USED FOR OTHER PURPOSES.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
BAH
FAMILY MEMBER OF BOARD MEMBERS CONTROLS MORE THAN 35% OF THE INT. PERSON.$496,298,863STOCK REDEMPTION0
BAH
FAMILY MEMBER OF BOARD MEMBERS CONTROLS MORE THAN 35% OF THE INT. PERSON.$29,284,522DIVIDENDS RECEIVED0

Schedule M IRS990ScheduleM

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$330,281,554NoncashContributionsRptF990Amt
Method Of Determining RevenuesINTERNAL VALUATIONMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART 1, COLUMN (B)FormAndLineReferenceDesc
ExplanationTOTAL IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6:THE DALIO FAMILY FUND HAS 4 VOLUNTEER BOARD MEMBERS AND VOLUNTEER PRESIDENT, VOLUNTEER TREASURER AND VOLUNTEER SECRETARY.
FORM 990, PART I, LINE 1:DESIGNED TO BENEFIT, SUSTAIN AND IMPROVE DIVERSE AND UNDERSERVED COMMUNITIES THROUGHOUT THE WORLD, INCLUDING IN THE AREAS OF EDUCATION, ENVIRONMENTAL PROTECTION, OCEANIC EXPLORATION AND AWARENESS, HEALTHCARE, CHILD WELFARE, ECONOMIC EMPOWERMENT, AND THE ARTS.
FORM 990, PART VI, SECTION A, LINE 2BARBARA DALIO, DEVON DALIO AND MATTHEW DALIO HAVE A FAMILY RELATIONSHIP. JANINE RACANELLI, LISA SAFIAN AND GRETCHEN WAGNER HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 6UNDER DELAWARE LAW, CORPORATIONS MUST HAVE MEMBERS. AS PROVIDED BY THE ORGANIZATION'S BYLAWS, THE DIRECTORS AND MEMBERS ARE THE SAME PEOPLE.
FORM 990, PART VI, SECTION A, LINE 7AUNDER DELAWARE LAW, CORPORATIONS MUST HAVE MEMBERS. AS PROVIDED BY THE ORGANIZATION'S BYLAWS, THE DIRECTORS AND MEMBERS ARE THE SAME PEOPLE.
FORM 990, PART VI, SECTION B, LINE 11BJANINE RACANELLI (PRESIDENT/DIRECTOR) AND LISA SAFIAN (TREASURER), ALONG WITH DESIGNATED TAX ADVISORS, WILL REVIEW AND APPROVE THE FORM 990 TAX RETURN BEFORE IT IS FILED. OTHER DIRECTORS WILL REVIEW THE FORM PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C1. COVERED PERSONS ARE OFFICERS, DIRECTORS AND KEY STAFF OF DALIO FAMILY FUND. 2. CONFLICT OF INTEREST DISCLOSURES ARE MADE VIA AN ANNUAL DISCLOSURE STATEMENT THAT DIRECTORS ARE REQUIRED TO REVIEW AND SIGN. 3. UPON A COVERED PERSON'S DISCLOSURE OF AN INTEREST IN A TRANSACTION, THE BOARD, IN CONSULTATION WITH COUNSEL IF NECESSARY, WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. 4. IF IT IS DETERMINED THAT A CONFLICT EXISTS OR THAT THERE IS AN APPEARANCE OF A CONFLICT, THE TRANSACTION MAY BE APPROVED ONLY UPON A VOTE OF A MAJORITY OF THE DISINTERESTED DIRECTORS, OR, IF THERE ARE NO DISINTERESTED DIRECTORS, BY UNANIMOUS VOTE OF THE DIRECTORS. THE COVERED PERSON MAY BE PRESENT FOR THE DISCUSSION IN ORDER TO RESPOND TO QUESTIONS AND ELABORATE ON THE INFORMATION PRESENTED. UPON REQUEST OF THE DISINTERESTED DIRECTORS, THE COVERED PERSON WILL BE REQUIRED TO EXCUSE HIMSELF OR HERSELF FROM THE VOTE ON THE TRANSACTION. IN ANY EVENT, THE COVERED PERSON, IF A DIRECTOR OF DALIO FAMILY FUND, WILL ABSTAIN FROM VOTING ON THE TRANSACTION EXCEPT INSOFAR AS THE POLICY REQUIRES A UNANIMOUS VOTE.
FORM 990, PART VI, SECTION B, LINE 15DALIO FAMILY FUND, INC DID NOT COMPENSATE ITS TOP MANAGEMENT OFFICIAL, OFFICERS, OR KEY EMPLOYEES DURING 2020.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SOUND HAVEN LLC
ONE GLENDINNING PLACEWESTPORTCT06880832784115A DELAWARE LLC THAT HOLDS INVESTMENTSDE$134,781,945$1,526,092,334DALIO FAMILY FUND INC
BRIN LLC
ONE GLENDINNING PLACEWESTPORTCT06880271328943A CONNECTICUT LLC THAT HOLDS INVESTMENTSCT$8,666$24,067,408DALIO FAMILY FUND INC
DEI LLC
ONE GLENDINNING PLACEWESTPORTCT06880850590507NOT YET IN SERVICEDE$0$0DALIO FAMILY FUND INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
DALIO FOUNDATION INC
ONE GLENDINNING PLACEWESTPORTCT06880431965846GRANTMAKINGCT501(C)(3)PFDALIO FAMILY FUND AND OCEANOGRAPHIC RESEARCH & EXPLORATION FOUNDATIONYes (1)
OCEANOGRAPHIC RESEARCH & EXPLORATION FOUNDATION
ONE GLENDINNING PLACEWESTPORTCT06880830757695OCEAN RESEARCH AND EXPLORATIONDE501(C)(4)N/ADALIO FAMILY FUND AND DALIO FOUNDATION INCYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd