DALIO FAMILY FUND INC: Form 990, tax year 2019
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- Organization
- DALIO FAMILY FUND INC (EIN 83-1575536)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349312830
- Schema version
- 2019v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T13:58:16-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH ST STE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831575536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALIO FAMILY FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DALI | BusinessNameControlTxt |
| Phone | 2032915000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GLENDINNING PLACE | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANINE RACANELLI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2032915000 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.158.230.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-15 | IPDt |
| IP Tm | 17:57:11 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F99AB5A512580D440B24E44CAE4FB2B3082BAEDC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANINE RACANELLI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GLENDINNING PLACE | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,154,299,947 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO FOSTER, SUPPORT, PROMOTE AND CONDUCT PROGRAMS, PROJECTS AND ACTIVITIES (SEE SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $9,499 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,144,268,904 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | -$89,298,309 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $0 | PYTotalRevenueAmt |
| CY Total Revenue | $3,054,970,595 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $33,879,950 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $0 | PYOtherExpensesAmt |
| CY Other Expenses | $3,618,453 | CYOtherExpensesAmt |
| PY Total Expenses | $0 | PYTotalExpensesAmt |
| CY Total Expenses | $37,498,403 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $0 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,017,472,192 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,059,403,198 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,937 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,059,401,261 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | DALIO 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,619,455 | ExpenseAmt |
| Grant | $17,794,950 | GrantAmt |
| Desc | PROVIDING GRANTS TO SUPPORT AND DIRECTLY CONDUCTING ACTIVITIES THAT PROVIDE TECHNOLOGY ACCESS, EDUCATIONAL AND ARTS AND CULTURAL OPPORTUNITIES FOR CHILDREN IN UNDERSERVED OR DISTRESSED COMMUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,329,177 | ExpenseAmt |
| Grant | $10,827,500 | GrantAmt |
| Desc | DEVELOP RESEARCH INTO MENTAL ILLNESS AND MENTAL HEALTH SUPPORT FOR OVERLOOKED AND UNDERSERVED POPULATIONS, INCLUDING INNER-CITY SCHOOLCHILDREN AND VETERANS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,841,547 | ExpenseAmt |
| Grant | $1,760,000 | GrantAmt |
| Desc | SUPPORT 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 (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $826,603 | $790,000 | FOSTER 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 |
| $1,062,029 | $1,015,000 | FOSTER 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. |
| $1,770,920 | $1,692,500 | OTHER GRANTS THAT SUPPORT OUR SOCIAL WELFARE INITIATIVE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,659,552 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $3,497,500 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $35,449,731 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA SAFIAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032915000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GLENDINNING PLACE | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JANINE RACANELLI | |||||||
| DIRECTOR, PRESIDENT | 1.50 | 2.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA DALIO | |||||||
| DIRECTOR | 20.00 | 20.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW DALIO | |||||||
| DIRECTOR | 0.50 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| DEVON DALIO | |||||||
| DIRECTOR | 0.50 | 1.60 | Yes (X) | $0 | $0 | $0 | |
| LISA SAFIAN | |||||||
| TREASURER | 1.50 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| GRETCHEN WAGNER | |||||||
| SECRETARY | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARINO MANAGEMENT | |||||
| 25 FORD ROAD | WESTPORT | CT | 06880 | PRGM MGMT, INV, GRANT SVCS | $5,311,342 |
| ERNST & YOUNG LLP | |||||
| 200 PLAZA DRIVE | SECAUCUS | NJ | 07094 | EDUCATION INITIATIVE CONS. | $335,426 |
| SHIPMAN & GOODWIN LLP | |||||
| ONE CONSTITUTION PLAZA | HARTFORD | CT | 06103 | EDUCATION INIT. LEGAL SVCS | $119,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,144,268,904 | RelatedOrganizationsAmt |
| Noncash Contributions | $3,024,125,633 | NoncashContributionsAmt |
| Total Contributions | $3,144,268,904 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,593,115 | TotalRevenueColumnAmt |
| Exclusion | $1,593,115 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,008,437,928 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,099,329,352 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$90,891,424 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$90,891,424 | TotalRevenueColumnAmt |
| Exclusion | -$90,891,424 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,054,970,595 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$89,298,309 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,229,950 | TotalAmt |
| Program Services | $33,229,950 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,000 | TotalAmt |
| Program Services | $650,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,160 | TotalAmt |
| Program Services | $834,120 | ProgramServicesAmt |
| Management And General | $278,040 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,370 | TotalAmt |
| Program Services | $237,429 | ProgramServicesAmt |
| Management And General | $31,941 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,144 | TotalAmt |
| Management And General | $6,144 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,714,841 | TotalAmt |
| Management And General | $1,714,841 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,232 | TotalAmt |
| Program Services | $498,232 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,140 | TotalAmt |
| Management And General | $4,140 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219 | TotalAmt |
| Management And General | $219 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,347 | TotalAmt |
| Management And General | $13,347 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,498,403 | TotalAmt |
| Program Services | $35,449,731 | ProgramServicesAmt |
| Management And General | $2,048,672 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $54,500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $56,462,967 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,500,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $35,441,704 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,947,320,152 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $17,623,875 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,059,403,198 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,937 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,937 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,059,401,261 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,059,401,261 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,059,403,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,017,472,192 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $41,929,069 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,924,796,281 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FUTURE CONTRACTS | $2,624,780 | F |
| FORWARD CONTRACTS | $7,936,872 | F |
| PRIVATELY HELD INVESTMENTS | $1,011,962,219 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,947,320,152 | TotalBookValueSecuritiesAmt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | N/A | $250,000 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | N/A | $400,000 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | N/A | $820,837,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $821,487,855 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $821,487,855 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| EAST ASIA AND THE PACIFIC | RESTRICTED TO PROVIDING A CAREER-ORIENTED AND VALUES-FOCUSED EDUCATION FOR YOUTH | $400,000 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | RESTRICTED TO FUNDING ACTIVITIES AND OPERATIONS TO ACHIEVE LONG-TERM SELF-SUFFICIENCY AND ORGANIZATIONAL SUSTAINABILITY | $250,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (117 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTIVE MINDS INC | ||||||||
| 2001 S STREET NW SUITE 630 | WASHINGTON | DC | 20009 | 200587172 | 501(C)(3) | $25,000 | TO SUPPORT GENERAL OPERATIONS | |
| ALL OUR KIN INC | ||||||||
| PO BOX 8477 | NEW HAVEN | CT | 06530 | 061539280 | 501(C)(3) | $400,000 | TO SUPPORT GENERAL OPERATIONS | |
| BIG GREEN | ||||||||
| 3548 WALKER AVENUE SUITE 102 | MEMPHIS | TN | 38111 | 275083595 | 501(C)(3) | $25,000 | TO SUPPORT GENERAL OPERATIONS | |
| BRIDGEPORT RESCUE MISSION INC | ||||||||
| 1088 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | 061362705 | 501(C)(3) | $10,000 | TO SUPPORT GENERAL OPERATIONS | |
| BRING CHANGE 2 MIND | ||||||||
| 155 SANSOME STREET SUITE NUMBER 530 | SAN FRANCISCO | CA | 94104 | 010974537 | 501(C)(3) | $10,000 | TO SUPPORT GENERAL OPERATIONS | |
| CAROLINE HOUSE INC | ||||||||
| 574 STILLMAN STREET | BRIDGEPORT | CT | 06608 | 061455101 | 501(C)(3) | $20,000 | TO SUPPORT GENERAL OPERATIONS | |
| CARVER FOUNDATION OF NORWALK INC | ||||||||
| 7 ACADEMY ST | NORWALK | CT | 06850 | 060862072 | 501(C)(3) | $50,000 | TO SUPPORT GENERAL OPERATIONS | |
| CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED | ||||||||
| 93 EDWARDS STREET | NEW HAVEN | CT | 06511 | 060646757 | 501(C)(3) | $600,000 | RESTRICTED TO PROVIDING MENTAL HEALTH SERVICES FOR STUDENTS AND THEIR FAMILIES DURING THE 2018-19 ACADEMIC YEAR | |
| CODE ORG | ||||||||
| 1501 4TH AVE SUITE 900 | SEATTLE | WA | 98101 | 460858543 | 501(C)(3) | $150,000 | RESTRICTED TO SUPPORT HOUR OF CODE | |
| COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS INC | ||||||||
| 649 JOHN FITCH HWY | FITCHBURG | MA | 01420 | 043537449 | 501(C)(3) | $20,000 | RESTRICTED TO SUPPORT SHINE INITIATIVE | |
| COMPASS YOUTH COLLABORATIVE INC | ||||||||
| 55 AIRPORT RD STE 201 | HARTFORD | CT | 06114 | 311768549 | 501(C)(3) | $750,000 | RESTRICTED TO GENERAL OPERATING SUPPORT THAT WILL FURTHER THE GRANTEES ORGANIZATIONAL CAPACITY BUILDING THROUGH THE CONNECTICUT OPPORTUNITY PROJECT | |
| COMPASS YOUTH COLLABORATIVE INC | ||||||||
| 55 AIRPORT RD STE 201 | HARTFORD | CT | 06114 | 311768549 | 501(C)(3) | $500,000 | RESTRICTED TO GENERAL OPERATING SUPPORT THAT WILL FURTHER THE GRANTEES ORGANIZATIONAL CAPACITY BUILDING THROUGH THE CONNECTICUT OPPORTUNITY PROJECT | |
| CONNECTICUT EDUCATION FOUNDATION INC | ||||||||
| 21 OAK ST | HARTFORD | CT | 06106 | 061283404 | 501(C)(3) | $40,000 | TO SUPPORT GENERAL OPERATIONS | |
| CONNECTICUT FOOD BANK INC | ||||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | 061063025 | 501(C)(3) | $10,000 | TO SUPPORT GENERAL OPERATIONS | |
| CONNECTICUT RISE NETWORK INC | ||||||||
| 700 STATE STREET SUITE 301 | NEW HAVEN | CT | 06511 | 814104274 | 501(C)(3) | $2,000,000 | TO SUPPORT GENERAL OPERATIONS | |
| CONNECTICUT TEACHER OF THE YEAR COUNCIL INC | ||||||||
| 771 SHENNECOSSETT RD | GROTON | CT | 06340 | 272498234 | 501(C)(3) | $20,000 | RESTRICTED TO 2020 TEACHER OF THE YEAR CEREMONY, 2020 EMPOWERED TO LEAD SYMPOSIUM AND CT TEACHER OF THE YEAR COUNCIL | |
| DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS-BASED EDUCATION | ||||||||
| 1000 NORTH FOURTH STREET | FAIRFIELD | IA | 52557 | 830436453 | 501(C)(3) | $3,000,000 | RESTRICTED TO SUPPORT THE EXPANSION OF THE UNIVERSITY OF CHICAGO'S CRIME LAB STUDY OF QUIET TIME TO NEW YORK SCHOOLS | |
| DEPRESSION AND BIPOLAR SUPPORT ALLIANCE | ||||||||
| 55 E JACKSON BLVD STE 490 | CHICAGO | IL | 60604 | 363379124 | 501(C)(3) | $25,000 | TO SUPPORT GENERAL OPERATIONS | |
| DESDAS GRATE INC | ||||||||
| 192 MAYFLOWER AVENUE | NEW ROCHELLE | NY | 10801 | 134076730 | 501(C)(3) | $11,000 | RESTRICTED TO SUPPORT AFTER SCHOOL AND DAYCARE COSTS FOR THE DESDA'S CHILDREN | |
| DIDI HIRSCH PSYCHIATRIC SERVICE | ||||||||
| 4760 S SEPULVEDA BLVD | CULVER CITY | CA | 90230 | 951816023 | 501(C)(3) | $25,000 | TO SUPPORT GENERAL OPERATIONS | |
| DOMUS KIDS INC | ||||||||
| 83 LOCKWOOD AVE | STAMFORD | CT | 06902 | 060891998 | 501(C)(3) | $250,000 | RESTRICTED TO SUPPORT THE GRANTEES DOMUS KNIGHTS PROGRAM AND PARTICIPATION IN THE CONNECTICUT OPPORTUNITY PROJECT DURING THE GRANT TERM | |
| DOMUS KIDS INC | ||||||||
| 83 LOCKWOOD AVE | STAMFORD | CT | 06902 | 060891998 | 501(C)(3) | $250,000 | RESTRICTED TO SUPPORT THE GRANTEES DOMUS KNIGHTS PROGRAM AND PARTICIPATION IN THE CONNECTICUT OPPORTUNITY PROJECT | |
| DOMUS KIDS INC | ||||||||
| 83 LOCKWOOD AVE | STAMFORD | CT | 06902 | 060891998 | 501(C)(3) | $250,000 | RESTRICTED TO IMPROVEMENTS TO THE GRANTEES DATA AND IT SYSTEMS AND INFRASTRUCTURE | |
| DONORSCHOOSEORG | ||||||||
| 134 W 37TH ST FLOOR 11 | NEW YORK | NY | 10018 | 134129457 | 501(C)(3) | $500,000 | RESTRICTED TO FULLY FUND ALL CREATIVE CODING CLASSROOM PROJECTS | |
| DONORSCHOOSEORG | ||||||||
| 134 W 37TH ST FLOOR 11 | NEW YORK | NY | 10018 | 134129457 | 501(C)(3) | $150,000 | TO SUPPORT GENERAL OPERATIONS | |
| EXPLORERS CLUB | ||||||||
| 46 EAST 70TH ST | NEW YORK | NY | 10021 | 131866795 | 501(C)(3) | $75,000 | TO SUPPORT GENERAL OPERATIONS | |
| FAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC | ||||||||
| 40 RICHARDS AVENUE | NORWALK | CT | 06854 | 061083893 | 501(C)(3) | $10,000 | RESTRICTED TO SUPPORT THE FUND FOR WOMEN AND GIRLS | |
| FILM INDEPENDENT INC | ||||||||
| 5670 WILSHIRE BLVD 9TH FLOOR | LOS ANGELES | CA | 90036 | 953943485 | 501(C)(3) | $5,000 | RESTRICTED TO SUPPORT PRODUCTION OF A FILM | |
| FIRST BOOK | ||||||||
| 1319 F STREET NW SUITE 1000 | WASHINGTON | DC | 20004 | 521779606 | 501(C)(3) | $40,000 | RESTRICTED TO SUPPORT THE AFT CONNECTICUT FUND OUR FUTURE CAMPAIGN | |
| FOUNTAIN HOUSE INC | ||||||||
| 425 WEST 47TH STREET | NEW YORK | NY | 100362304 | 131624009 | 501(C)(3) | $100,000 | RESTRICTED TO SUPPORT THE FOUNTAIN HOUSE MEDIA CENTER | |
| FRIENDS OF CARITAS CUBANA CORPORATION | ||||||||
| 81 WASHINGTON AVE C/O CONSUELO | CAMBRIDGE | MA | 02140 | 203023256 | 501(C)(3) | $1,000,000 | RESTRICTED TO ESTABLISH AND SUPPORT THE FRIENDS OF CARITAS CUBANA ENDOWMENT FUND | ISAACSON |
| FRIENDS OF THE CHILDREN - NATIONAL OFFICE | ||||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | 931300690 | 501(C)(3) | $5,000 | TO SUPPORT GENERAL OPERATIONS | |
| FUND FOR TEACHERS A FOUNDATION TO RECOGNIZE STIMULATE AND ENHANCE | ||||||||
| 55 WAUGH DRIVE SUITE 603 | HOUSTON | TX | 77007 | 760679535 | 501(C)(3) | $300,000 | RESTRICTED TO SUPPORT THE GRANTEES WORK IN CT DURING THE 2019-2020 ACADEMIC YEAR | |
| GIRLS WHO CODE INC | ||||||||
| 28 W 23RD STREET 4TH FLOOR | NEW YORK | NY | 10010 | 300728021 | 501(C)(3) | $300,000 | RESTRICTED TO SUPPORT EXPANSION OF WORK OUTSIDE OF THE U.S. AND TO CATALYZE THE DEVELOPMENT OF A GAMING CURRICULUM. | |
| GIVEPOWER FOUNDATION | ||||||||
| 500 2ND STREET FIRST FLOOR | SAN FRANCISCO | CA | 94107 | 471265705 | 501(C)(3) | $214,200 | RESTRICTED TO SUPPORT EDUCATION AND SOLAR PROJECT EFFORTS IN NEPAL. | |
| GLOBAL CITIZEN YEAR INCORPORATED | ||||||||
| 1625 CLAY STREET SUITE 400 | OAKLAND | CA | 94612 | 263161342 | 501(C)(3) | $250,000 | RESTRICTED TO SUPPORT A GOOD FELLOWSHIP WITHIN THE GLOBAL CITIZEN YEAR PROGRAM BY PROVIDING SCHOLARSHIPS TO INDIVIDUALS INTERESTED IN USING THEIR TECHNOLOGY INTERESTS FOR SOCIAL IMPACT. | |
| GNOME FOUNDATION INC | ||||||||
| 117 21C ORINDA WAY | ORINDA | CA | 94563 | 043572618 | 501(C)(3) | $500,000 | RESTRICTED TO SUPPORT CROWDSOURCED COMPETITION THAT WILL DRIVE NEW CODING EDUCATION PATHWAYS | |
| GOVERNORS PARTNERSHIP TO PROTECT CONNECTICUT'S WORKFORCE INC | ||||||||
| 30 JORDAN LANE | WETHERSFIELD | CT | 06109 | 061275193 | 501(C)(3) | $100,000 | TO SUPPORT GENERAL OPERATIONS | |
| GRACE FARMS FOUNDATION | ||||||||
| 365 LUKES WOOD RD | NEW CANAAN | CT | 06840 | 271401401 | 501(C)(3) | $15,000 | RESTRICTED TO SUPPORT THE GLOBAL JUSTICE TRAINING PROGRAM | |
| GREENWAVE ORGANIZATION CORP | ||||||||
| 315 FRONT ST | NEW HAVEN | CT | 06513 | 475438012 | 501(C)(3) | $75,000 | RESTRICTED TO O CREATE AN AQUATIC SCIENCE INTERNSHIP PROGRAM THAT WILL STRENGTHEN AND EXPAND SEAWEED HATCHERY INNOVATION, RESEARCH AND EDUCATIONAL PARTNERSHIPS IN CONNECTICUT | |
| GREENWICH ADULT DAY CARE INC | ||||||||
| 125 RIVER ROAD EXTENSION | COS COB | CT | 06807 | 061066787 | 501(C)(3) | $2,000 | TO SUPPORT GENERAL OPERATIONS | |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | ||||||||
| 1111 EAST PUTNAM AVENUE | RIVERSIDE | CT | 06878 | 222721171 | 501(C)(3) | $10,000 | TO SUPPORT GENERAL OPERATIONS | |
| GREENWICH HISTORICAL SOCIETY INC | ||||||||
| 47 STRICKLAND ROAD | COS COB | CT | 06807 | 066036049 | 501(C)(3) | $10,000 | TO SUPPORT GENERAL OPERATIONS | |
| GREENWICH LIBRARY | ||||||||
| 101 W PUTNAM AVE TRUSTEES OFFICE | GREENWICH | CT | 06830 | 066002281 | 501(C)(3) | $10,000 | TO SUPPORT GENERAL OPERATIONS | |
| GREENWICH POLICE DEPT SCHOLARSHIP FUND INC GREENWICH POLICE DEPT | ||||||||
| 11 BRUCE PLACE | GREENWICH | CT | 06830 | 066068607 | 501(C)(3) | $5,000 | TO SUPPORT GENERAL OPERATIONS | |
| GREENWICH SYMPHONY ORCHESTRA INC | ||||||||
| PO BOX 35 | GREENWICH | CT | 06836 | 066107766 | 501(C)(3) | $10,000 | TO SUPPORT GENERAL OPERATIONS | |
| GREENWICH TOWN PARTY INC | ||||||||
| PO BOX 59 | OLD GREENWICH | CT | 06870 | 453555667 | 501(C)(3) | $1,000,000 | RESTRICTED TO SUPPORT THE 2020 GTP | |
| GREENWICH TREE CONSERVANCY INC | ||||||||
| PO BOX 4215 | GREENWICH | CT | 06831 | 208181832 | 501(C)(3) | $10,000 | TO SUPPORT GENERAL OPERATIONS | |
| GREENWICH VILLAGE SOCIETY FOR HISTORIC PRESERVATION | ||||||||
| 232 EAST 11 STREET | NEW YORK | NY | 10003 | 133042600 | 501(C)(3) | $20,000 | TO SUPPORT GENERAL OPERATIONS | |
| HARTFORD PUBLIC SCHOOLS | ||||||||
| 960 MAIN STREET | HARTFORD | CT | 06103 | GOVERNMENT | $45,000 | RESTRICTED TO SUPPORT PARTNERSHIP WITH THE RISE NETWORK FOR THE 2019-20 ACADEMIC YEAR | ||
| INNER-CITY FOUNDATION FOR CHARITY & EDUCATION INC | ||||||||
| 238 JEWETT AVENUE | BRIDGEPORT | CT | 06606 | 061318337 | 501(C)(3) | $50,000 | TO SUPPORT GENERAL OPERATIONS | |
| INTERNATIONAL ANTI-POACHING FOUNDATION INC | ||||||||
| 1655 N FT MYER DRIVE 700 | ARLINGTON | VA | 22209 | 320408734 | 501(C)(3) | $15,000 | RESTRICTED TO SUPPORT AKASHINGA ALL FEMALE CONSERVATION MODEL | |
| INTERNATIONAL BIPOLAR FOUNDATION | ||||||||
| 8755 AERO DRIVE SUITE 310 | SAN DIEGO | CA | 92123 | 263889828 | 501(C)(3) | $20,000 | TO SUPPORT GENERAL OPERATIONS | |
| JOSEPH CAMPBELL FOUNDATION | ||||||||
| 136 WAVERLY PLACE 14D | NEW YORK | NY | 10014 | 990285097 | 501(C)(3) | $20,000 | TO SUPPORT GENERAL OPERATIONS | |
| MAYO CLINIC | ||||||||
| 200 1ST ST SW | ROCHESTER | MN | 55905 | 416011702 | 501(C)(3) | $1,000,000 | TO SUPPORT GENERAL OPERATIONS | |
| METROPOLITAN OPERA ASSOCIATION INC | ||||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | 131624087 | 501(C)(3) | $5,000 | RESTRICTED TO SUPPORT THE DEVELOPMENT AND BROADCASTING OF RADIO PROGRAMS | |
| MONTEREY BAY AQUARIUM RESEARCH INSTITUTE | ||||||||
| 7700 SANDHOLT RD | MOSS LANDING | CA | 95039 | 770150580 | 501(C)(3) | $100,000 | RESTRICTED TO SUPPORT EXPLORATORY STUDY TO DETECT ENVIRONMENTAL DNA FROM MARINE ANIMAL SPECIES | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS OF NEW YORK CITY METRO | ||||||||
| 505 8TH AVE STE 1103 | NEW YORK | NY | 10018 | 133077692 | 501(C)(3) | $2,500 | TO SUPPORT GENERAL OPERATIONS | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS OF NEW YORK CITY METRO | ||||||||
| 505 8TH AVE STE 1103 | NEW YORK | NY | 10018 | 133077692 | 501(C)(3) | $25,000 | TO SUPPORT GENERAL OPERATIONS | |
| NATIONAL PHILANTHROPIC TRUST | ||||||||
| 165 TOWNSHIP LINE RD SUITE 1200 | JENKINTOWN | PA | 19046 | 237825575 | 501(C)(3) | $5,000,000 | RESTRICTED TO POLIO ERADICATION PROJECTS | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | 132654926 | 501(C)(3) | $50,000 | RESTRICTED TO PROJECT TO INCREASE EQUITABLE ACCESS TO USE OF SOLAR ENERGY IN THE U.S. | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | 132654926 | 501(C)(3) | $50,000 | RESTRICTED TO PROJECT TO INCREASE EQUITABLE ACCESS TO USE OF SOLAR ENERGY IN THE U.S | |
| NEW HAVEN PUBLIC SCHOOLS | ||||||||
| 54 MEADOW STREET | NEW HAVEN | CT | 06519 | GOVERNMENT | $80,000 | RESTRICTED TO SUPPORT THE GRANTEE'S PARTNERSHIP WITH THE RISE NETWORK | ||
| NEW ORLEANS MUSICIANS ASSISTANCE FOUNDATION | ||||||||
| 1525 LOUISIANA AVENUE | NEW ORLEANS | LA | 70115 | 208139539 | 501(C)(3) | $10,000 | TO SUPPORT GENERAL OPERATIONS | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | 205806345 | 501(C)(3) | $10,000 | TO SUPPORT ITS FISCALLY SPONSORED PROJECT - KODE WITH KLOSSY | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | 205806345 | 501(C)(3) | $750,000 | RESTRICTED TO THE SUMMIT FELLOWS PROJECT | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | 131693134 | 501(C)(3) | $25,000 | TO SUPPORT GENERAL OPERATIONS IN THE US | |
| NEW YORK CITY FOUNDATION FOR COMPUTER SCIENCE EDUCATION | ||||||||
| 100 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | 462640266 | 501(C)(3) | $50,000 | RESTRICTED TO SUPPORT EDUCATORS AND STUDENTS TO GET GREATER ACCESS TO COMPUTER SCIENCE EDUCATION. | |
| NEW YORK HARBOR FOUNDATION INC | ||||||||
| 10 SOUTH ST SLIP 7 | NEW YORK | NY | 10004 | 272918478 | 501(C)(3) | $25,000 | TO SUPPORT GENERAL OPERATIONS | |
| NORWALK PUBLIC SCHOOLS | ||||||||
| 125 EAST AVENUE | NORWALK | CT | 06852 | 061498087 | GOVERNMENT | $79,750 | RESTRICTED TO TTO AT NATHAN HALE MIDDLE SCHOOL FOR THE 2019-2020 ACADEMIC YEAR | |
| OPIN INC | ||||||||
| PO BOX 488 | RIVERSIDE | CT | 06878 | 300386610 | 501(C)(3) | $10,000 | TO SUPPORT GENERAL OPERATIONS | |
| ORPHANED STARFISH FOUNDATION INC | ||||||||
| 55 EXCHANGE PLACE SUITE 402 | NEW YORK | NY | 10005 | 311782130 | 501(C)(3) | $40,000 | RESTRICTED TO PROVIDE TECHNOLOGY LEARNING AND VOCATIONAL TRAINING CENTERS FOR AT-RISK YOUTH | |
| OUR PIECE OF THE PIE INC | ||||||||
| 20-28 SARGEANT STREET | HARTFORD | CT | 06105 | 060939659 | 501(C)(3) | $750,000 | TO SUPPORT GENERAL OPERATIONS | |
| OUR PIECE OF THE PIE INC | ||||||||
| 20-28 SARGEANT STREET | HARTFORD | CT | 06105 | 060939659 | 501(C)(3) | $500,000 | TO SUPPORT GENERAL OPERATIONS | |
| PART OF THE SOLUTION INC | ||||||||
| 2759 WEBSTER AVENUE | BRONX | NY | 10458 | 133425071 | 501(C)(3) | $33,000 | RESTRICTED TO SUPPORT HOLIDAY AND SPECIAL DISTRIBUTIONS PROGRAMS | |
| PATHWAYS INC | ||||||||
| 175 MILBANK AVE | GREENWICH | CT | 06830 | 061051588 | 501(C)(3) | $25,000 | TO SUPPORT GENERAL OPERATIONS | |
| PIONEER WORKS ART FOUNDATION | ||||||||
| 159 PIONEER STREET | BROOKLYN | NY | 11231 | 461097738 | 501(C)(3) | $100,000 | RESTRICTED TO SUPPORT PROGRAMMING COSTS AND TO SUPPORT GENERAL OPERATIONS. | |
| PIONEER WORKS ART FOUNDATION | ||||||||
| 159 PIONEER STREET | BROOKLYN | NY | 11231 | 461097738 | 501(C)(3) | $50,000 | TO SUPPORT GENERAL OPERATIONS | |
| PORT CHESTER CARVER CENTER INC | ||||||||
| 400 WESTCHESTER AVE | PORT CHESTER | NY | 10573 | 131832949 | 501(C)(3) | $350,000 | TO SUPPORT GENERAL OPERATIONS | |
| PRINCE ALBERT II OF MONACO FOUNDATION USA | ||||||||
| 1500 MARKET STREET 12TH FLOOR EAST | PHILADELPHIA | PA | 19102 | 262330828 | 501(C)(3) | $50,000 | TO SUPPORT GENERAL OPERATIONS | |
| PRISON RENAISSANCE | ||||||||
| PO BOX 2711 | LYNNWOOD | WA | 98036 | 825015234 | 501(C)(3) | $10,000 | TO SUPPORT GENERAL OPERATIONS | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO | ||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | 956006144 | 501(C)(3) | $75,000 | RESTRICTED TO SUPPORT THE SCRIPPS INSTITUTION OF OCEANOGRAPHY | |
| SACRED HEART CHURCH | ||||||||
| 95 HENRY STREET | GREENWICH | CT | 06830 | 501(C)(3) | $500 | TO SUPPORT GENERAL OPERATIONS | ||
| SAINT ANN'S SCHOOL | ||||||||
| 129 PIERREPONT ST | BROOKLYN | NY | 11201 | 112606681 | 501(C)(3) | $35,000 | TO SUPPORT GENERAL OPERATIONS | |
| SAINT ANN'S SCHOOL | ||||||||
| 129 PIERREPONT ST | BROOKLYN | NY | 11201 | 112606681 | 501(C)(3) | $1,000,000 | TO SUPPORT GENERAL OPERATIONS | |
| SAVE THE CHILDREN FEDERATION INC | ||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | 060726487 | 501(C)(3) | $25,000 | RESTRICTED TO ENHANCING THE TECHNOLOGICAL AND DIGITAL LITERACY OF YOUTH AND FAMILIES IN SOUTH CAROLINA | |
| SECOND CONGREGATIONAL CHURCH OF GREENWICH | ||||||||
| 139 EAST PUTNAM AVE | GREENWICH | CT | 06830 | 501(C)(3) | $30,000 | RESTRICTED TO SUPPORT THE STEWARDSHIP CAMPAIGN, THE WOMEN'S FELLOWSHIP AND FOR GENERAL SUPPORT | ||
| SENS FOUNDATION INC | ||||||||
| 110 PIONEER WAY STE J | MOUNTAIN VIEW | CA | 94041 | 943473864 | 501(C)(3) | $100,000 | RESTRICTED TO SUPPORT PROGRAMS THAT WILL PROVIDE OPPORTUNITIES FOR THE NEXT GENERATION OF AGING RESEARCHERS | |
| SHAKESPEARE ON THE SOUND INC | ||||||||
| PO BOX 15 | NORWALK | CT | 06853 | 061437037 | 501(C)(3) | $5,000 | TO SUPPORT GENERAL OPERATIONS | |
| ST LUKE'S FOUNDATION INC | ||||||||
| 377 NORTH WILTON RD | NEW CANAAN | CT | 06840 | 237099149 | 501(C)(3) | $47,000 | RESTRICTED TO SUPPORT 1 ELIGIBLE STUDENT, IDENTIFIED AND SELECTED BY THE RECIPIENT, AS PART OF THE 2019-2020 DALIO SCHOLARSHIP FUND | |
| SUSTAINABLE OCEAN ALLIANCE INC | ||||||||
| 1355 MARKET STREET STE 488 | SAN FRANCISCO | CA | 94103 | 824972091 | 501(C)(3) | $30,000 | RESTRICTED THE 2019 OUR OCEAN YOUTH LEADERSHIP SUMMIT (OOYLS) IN OSLO, NORWAY ON OCTOBER 22-24, 2019 | |
| TECHBRIDGE GIRLS | ||||||||
| 114 LINDEN STREET | OAKLAND | CA | 94607 | 274162514 | 501(C)(3) | $25,000 | TO SUPPORT GENERAL OPERATIONS | |
| TED FOUNDATION INC | ||||||||
| 330 HUDSON ST 11TH FLOOR | NEW YORK | NY | 10013 | 821934592 | 501(C)(3) | $200,000 | TO SUPPORT CODING EDUCATION VIDEO SERIES. | |
| THANK DOG RESCUE INC | ||||||||
| PO BOX 124 | NEWTOWN | CT | 06470 | 900985007 | 501(C)(3) | $10,000 | TO SUPPORT GENERAL OPERATIONS | |
| THE ALLIANCE FOR CLIMATE PROTECTION | ||||||||
| 555 ELEVENTH STREET NW SUITE 601 | WASHINGTON | DC | 20004 | 870745629 | 501(C)(3) | $35,000 | TO SUPPORT GENERAL OPERATIONS | |
| THE ASPEN INSTITUTE INC | ||||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 20037 | 840399006 | 501(C)(3) | $1,000,000 | RESTRICTED TO SUPPORT THE ECONOMIC STRATEGY GROUP | |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | ||||||||
| STANFORD UNIVERSITY DEVELOPMENT | STANFORD | CA | 94305 | 941156365 | 501(C)(3) | $60,000 | RESTRICTED TO SUPPORT INNOVATIVE RESEARCH BY GRADUATE STUDENTS IN DR. MANU PRAKASH'S LAB | SERVICES |
| THE CENTER FOR ARCHITECTURE INC | ||||||||
| 536 LAGUARDIA PLACE | NEW YORK | NY | 10012 | 223047700 | 501(C)(3) | $25,000 | TO SUPPORT GENERAL OPERATIONS | |
| THE COS COB FIRE POLICE PATROL INCORPORATED | ||||||||
| PO BOX 202 | COS COB | CT | 06807 | 061211165 | 501(C)(3) | $15,000 | TO SUPPORT GENERAL OPERATIONS | |
| THE HEALTHY US COLLABORATIVE INC | ||||||||
| 895 ANDALUSIA DRIVE | ALEXANDRIA | VA | 22308 | 820819781 | 501(C)(3) | $1,000,000 | RESTRICTED TO SUPPORT THE GRANTEE'S TAKECARE CAMPAIGN - A NATIONAL MOVEMENT PROMOTING HEALTH AND WELL-BEING. | |
| THE PARTNERSHIP FOR CONNECTICUT INC | ||||||||
| C/O SHIPMAN GOODWIN LLP | HARTFORD | CT | 06103 | 841931601 | 501(C)(3) | $425,000 | TO SUPPORT HE PARTNERSHIPS INITIAL STANDUP AND OPERATIONAL COSTS THROUGH THE END OF 2019 | |
| THE RYAN LICHT SANG BIPOLAR FOUNDATION INC | ||||||||
| 875 N MICHIGAN AVE STE 3100 | CHICAGO | IL | 60611 | 201750379 | 501(C)(3) | $10,000 | TO SUPPORT GENERAL OPERATIONS | |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | 510172429 | 501(C)(3) | $20,000 | RESTRICTED TO SUPPORT THE EUROPEAN EDUCATION FUND | |
| UNITED METHODIST CITY SOCIETY | ||||||||
| 475 RIVERSIDE DRIVE SUITE 1922 | NEW YORK | NY | 10115 | 135562419 | 501(C)(3) | $5,000 | TO SUPPORT GENERAL OPERATIONS | |
| UNITED STATES FUND FOR UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | 131760110 | 501(C)(3) | $15,000 | RESTRICTED TO SUPPORT THE CHILDREN PROTECTION PROGRAM IN BULGARIA | |
| UNIVERSITY OF BRIDGEPORT | ||||||||
| 126 PARK AVE WAHLSTROM LIBRARY 7TH | BRIDGEPORT | CT | 06604 | 060646936 | 501(C)(3) | $100,000 | TO SUPPORT GENERAL OPERATIONS | |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| 220 MONTGOMERY ST FL 5 | SAN FRANCISCO | CA | 94104 | 946036493 | 501(C)(3) | $50,000 | TO SUPPORT THE BENIOFF CHILDREN'S HOSPITAL | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5235 S HARPER COURT | CHICAGO | IL | 60615 | 362177139 | 501(C)(3) | $25,000 | RESTRICTED TO SUPPORT THE ODYSSEY SCHOLARSHIP PROGRAM | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | 390743975 | 501(C)(3) | $65,000 | RESTRICTED TO SUPPORT A POST-DOCTORATE RESEARCHER COSTS IN A LAB | |
| VOLCKER ALLIANCE INC | ||||||||
| 560 LEXINGTON AVENUE SUITE 16B | NEW YORK | NY | 10022 | 454585989 | 501(C)(3) | $100,000 | TO SUPPORT GENERAL OPERATIONS | |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | 131789318 | 501(C)(3) | $30,000 | RESTRICTED TO SUPPORT OF $25,000 FOR THE CHAIRMAN'S COUNCIL AND $5,000 FOR THE LIBRARY FELLOWS PROGRAM AND IS RESTRICTED FOR USE IN THE UNITED STATES | |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | 131789318 | 501(C)(3) | $100,000 | TO SUPPORT GENERAL OPERATIONS | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | 273521132 | 501(C)(3) | $50,000 | RESTRICTED TO SUPPORT THE GRANTEE'S RELIEF EFFORTS IN THE BAHAMAS IN THE WAKE OF HURRICANE DORIAN | |
| WORLD TRADE CENTER PERFORMING ARTS CENTER INC | ||||||||
| ONE LIBERTY PLAZA 29TH FLOOR | NEW YORK | NY | 10006 | 455316035 | 501(C)(3) | $5,000,000 | TO SUPPORT GENERAL OPERATIONS | |
| X PRIZE FOUNDATION INC | ||||||||
| 800 CORPORATE POINTE | CULVER | CA | 90230 | 521876879 | 501(C)(3) | $675,000 | RESTRICTED TO SUPPORT XPRIZE'S YOUTH GAME DESIGN COMPETITION | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | 060646973 | 501(C)(3) | $350,000 | RESTRICTED TO THE YALE CENTER FOR EMOTIONAL INTELLIGENCE | |
| YOUTH GUIDANCE | ||||||||
| 1 NORTH LASALLE STREET SUITE 900 | CHICAGO | IL | 60602 | 362167032 | 501(C)(3) | $5,000 | TO SUPPORT GENERAL OPERATIONS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 106 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,024,125,633 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | INTERNAL VALUATION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | SCHEDULE M, PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | THE FAMILY FUND HAS 4 VOLUNTEER BOARD MEMBERS AND A VOLUNTEER TREASURER AND A 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 2 | BARBARA 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 7A | UNDER 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 11B | JANINE RACANELLI (PRESIDENT/DIRECTOR) AND LISA SAFIAN (TREASURER) ALONG WITH DESIGNATED TAX ADVISOR 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 12C | 1. 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 15 | DALIO FAMILY FUND, INC DID NOT COMPENSATE ITS TOP MANAGEMENT OFFICIAL, OFFICERS, OR KEY EMPLOYEES DURING 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| SOUND HAVEN LLC | |||||||||
| ONE GLENDINNING PLACE | WESTPORT | CT | 06880 | 832784115 | A DELAWARE LLC THAT HOLDS INVESTMENTS | DE | $34,090,214 | $1,044,622,860 | DALIO FAMILY FUND INC |
| BRIN LLC | |||||||||
| ONE GLENDINNING PLACE | WESTPORT | CT | 06880 | 271328943 | A CONNECTICUT LLC THAT HOLDS INVESTMENTS | CT | $3,035 | $18,167,918 | DALIO FAMILY FUND INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DALIO FOUNDATION INC | |||||||||||
| ONE GLENDINNING PLACE | WESTPORT | CT | 06880 | 431965846 | GRANTMAKING | CT | 501(C)(3) | PF | N/A | 0 | |
| LOOKOUT TRUST | |||||||||||
| ONE GLENDINNING PLACE | WESTPORT | CT | 06880 | 836462138 | PROMOTE SOCIAL WELFARE | CT | 501(C)(4) | N/A | Yes (1) | DALIO FAMILY FUND AND OCEANOGRAPHIC RESEARCH & EXPLORATION FOUNDATION | |
| OCEANOGRAPHIC RESEARCH & EXPLORATION FOUNDATION | |||||||||||
| ONE GLENDINNING PLACE | WESTPORT | CT | 06880 | 830757695 | OCEAN RESEARCH AND EXPLORATION | DE | 501(C)(4) | N/A | N/A | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOOKOUT TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $3,144,268,904 | InvolvedAmt |
| Method Of Amount Determination | INTERNAL VALUATION | MethodOfAmountDeterminationTxt |