2020-11-16T13:58:16-06:00 2019-12-31 911194016 CLARK NUBER PS 10900 NE 4TH ST STE 1400 BELLEVUE WA 98004 990 2019-01-01 831575536 DALIO FAMILY FUND INC DALI 2032915000 ONE GLENDINNING PLACE WESTPORT CT 06880 JANINE RACANELLI PRESIDENT 2032915000 2020-11-15 1 JENNIFER BECKER HARRIS P00183358 4254544919 65.158.230.194 2020-11-15 17:57:11 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F99AB5A512580D440B24E44CAE4FB2B3082BAEDC 2019 2021-04-22 16:20:28Z JANINE RACANELLI ONE GLENDINNING PLACE WESTPORT CT 06880 4154299947 0 X N/A X 2018 DE TO FOSTER, SUPPORT, PROMOTE AND CONDUCT PROGRAMS, PROJECTS AND ACTIVITIES (SEE SCHEDULE O) 4 4 0 6 0 9499 0 3144268904 0 0 0 -89298309 0 0 0 3054970595 0 33879950 0 0 0 0 0 0 0 0 3618453 0 37498403 0 3017472192 0 3059403198 0 1937 0 3059401261 X 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. 0 0 18619455 17794950 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. 11329177 10827500 DEVELOP RESEARCH INTO MENTAL ILLNESS AND MENTAL HEALTH SUPPORT FOR OVERLOOKED AND UNDERSERVED POPULATIONS, INCLUDING INNER-CITY SCHOOLCHILDREN AND VETERANS. 1841547 1760000 SUPPORT MICROFINANCE AND OTHER FINANCIAL INCLUSION INITIATIVES THAT SEEK TO STRENGTHEN DISADVANTAGED COMMUNITIES IN THE UNITED STATES AND WORLDWIDE 826603 790000 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 1062029 1015000 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. 1770920 1692500 OTHER GRANTS THAT SUPPORT OUR SOCIAL WELFARE INITIATIVE. 3659552 3497500 35449731 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 12 0 0 1 1 0 0 0 0 0 0 0 X 4 4 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X LISA SAFIAN 2032915000 ONE GLENDINNING PLACE WESTPORT CT 06880 X JANINE RACANELLI DIRECTOR, PRESIDENT 1.50 2.10 X X 0 0 0 BARBARA DALIO DIRECTOR 20.00 20.00 X 0 0 0 MATTHEW DALIO DIRECTOR 0.50 1.50 X 0 0 0 DEVON DALIO DIRECTOR 0.50 1.60 X 0 0 0 LISA SAFIAN TREASURER 1.50 1.50 X 0 0 0 GRETCHEN WAGNER SECRETARY 1.50 0.00 X 0 0 0 0 0 0 0 0 0 0 MARINO MANAGEMENT 25 FORD ROAD WESTPORT CT 06880 PRGM MGMT, INV, GRANT SVCS 5311342 ERNST & YOUNG LLP 200 PLAZA DRIVE SECAUCUS NJ 07094 EDUCATION INITIATIVE CONS. 335426 SHIPMAN & GOODWIN LLP ONE CONSTITUTION PLAZA HARTFORD CT 06103 EDUCATION INIT. LEGAL SVCS 119346 3 3144268904 3024125633 3144268904 1593115 1593115 1008437928 1099329352 -90891424 -90891424 -90891424 3054970595 0 0 -89298309 33229950 33229950 650000 650000 1112160 834120 278040 269370 237429 31941 6144 6144 1714841 1714841 498232 498232 4140 4140 219 219 13347 13347 37498403 35449731 2048672 0 0 54500 0 56462967 0 2500000 0 35441704 0 2947320152 0 17623875 0 3059403198 0 1937 0 1937 X 0 3059401261 0 3059401261 0 3059403198 3017472192 41929069 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1924796281 C FUTURE CONTRACTS 2624780 F FORWARD CONTRACTS 7936872 F PRIVATELY HELD INVESTMENTS 1011962219 F 2947320152 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION N/A 250000 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION N/A 400000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 820837855 0 0 0 0 0 0 821487855 0 821487855 EAST ASIA AND THE PACIFIC RESTRICTED TO PROVIDING A CAREER-ORIENTED AND VALUES-FOCUSED EDUCATION FOR YOUTH 400000 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) RESTRICTED TO FUNDING ACTIVITIES AND OPERATIONS TO ACHIEVE LONG-TERM SELF-SUFFICIENCY AND ORGANIZATIONAL SUSTAINABILITY 250000 WIRE 2 0 1 0 1 0 1 0 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: 1 ACTIVE MINDS INC 2001 S STREET NW SUITE 630 WASHINGTON DC 20009 200587172 501(C)(3) 25000 TO SUPPORT GENERAL OPERATIONS ALL OUR KIN INC PO BOX 8477 NEW HAVEN CT 06530 061539280 501(C)(3) 400000 TO SUPPORT GENERAL OPERATIONS BIG GREEN 3548 WALKER AVENUE SUITE 102 MEMPHIS TN 38111 275083595 501(C)(3) 25000 TO SUPPORT GENERAL OPERATIONS BRIDGEPORT RESCUE MISSION INC 1088 FAIRFIELD AVENUE BRIDGEPORT CT 06605 061362705 501(C)(3) 10000 TO SUPPORT GENERAL OPERATIONS BRING CHANGE 2 MIND 155 SANSOME STREET SUITE NUMBER 530 SAN FRANCISCO CA 94104 010974537 501(C)(3) 10000 TO SUPPORT GENERAL OPERATIONS CAROLINE HOUSE INC 574 STILLMAN STREET BRIDGEPORT CT 06608 061455101 501(C)(3) 20000 TO SUPPORT GENERAL OPERATIONS CARVER FOUNDATION OF NORWALK INC 7 ACADEMY ST NORWALK CT 06850 060862072 501(C)(3) 50000 TO SUPPORT GENERAL OPERATIONS CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED 93 EDWARDS STREET NEW HAVEN CT 06511 060646757 501(C)(3) 600000 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) 150000 RESTRICTED TO SUPPORT HOUR OF CODE COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS INC 649 JOHN FITCH HWY FITCHBURG MA 01420 043537449 501(C)(3) 20000 RESTRICTED TO SUPPORT SHINE INITIATIVE COMPASS YOUTH COLLABORATIVE INC 55 AIRPORT RD STE 201 HARTFORD CT 06114 311768549 501(C)(3) 750000 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) 500000 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) 40000 TO SUPPORT GENERAL OPERATIONS CONNECTICUT FOOD BANK INC 2 RESEARCH PARKWAY WALLINGFORD CT 06492 061063025 501(C)(3) 10000 TO SUPPORT GENERAL OPERATIONS CONNECTICUT RISE NETWORK INC 700 STATE STREET SUITE 301 NEW HAVEN CT 06511 814104274 501(C)(3) 2000000 TO SUPPORT GENERAL OPERATIONS CONNECTICUT TEACHER OF THE YEAR COUNCIL INC 771 SHENNECOSSETT RD GROTON CT 06340 272498234 501(C)(3) 20000 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) 3000000 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) 25000 TO SUPPORT GENERAL OPERATIONS DESDAS GRATE INC 192 MAYFLOWER AVENUE NEW ROCHELLE NY 10801 134076730 501(C)(3) 11000 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) 25000 TO SUPPORT GENERAL OPERATIONS DOMUS KIDS INC 83 LOCKWOOD AVE STAMFORD CT 06902 060891998 501(C)(3) 250000 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) 250000 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) 250000 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) 500000 RESTRICTED TO FULLY FUND ALL CREATIVE CODING CLASSROOM PROJECTS DONORSCHOOSEORG 134 W 37TH ST FLOOR 11 NEW YORK NY 10018 134129457 501(C)(3) 150000 TO SUPPORT GENERAL OPERATIONS EXPLORERS CLUB 46 EAST 70TH ST NEW YORK NY 10021 131866795 501(C)(3) 75000 TO SUPPORT GENERAL OPERATIONS FAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC 40 RICHARDS AVENUE NORWALK CT 06854 061083893 501(C)(3) 10000 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) 5000 RESTRICTED TO SUPPORT PRODUCTION OF A FILM FIRST BOOK 1319 F STREET NW SUITE 1000 WASHINGTON DC 20004 521779606 501(C)(3) 40000 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) 100000 RESTRICTED TO SUPPORT THE FOUNTAIN HOUSE MEDIA CENTER FRIENDS OF CARITAS CUBANA CORPORATION 81 WASHINGTON AVE C/O CONSUELO ISAACSON CAMBRIDGE MA 02140 203023256 501(C)(3) 1000000 RESTRICTED TO ESTABLISH AND SUPPORT THE FRIENDS OF CARITAS CUBANA ENDOWMENT FUND FRIENDS OF THE CHILDREN - NATIONAL OFFICE 44 NE MORRIS ST PORTLAND OR 97212 931300690 501(C)(3) 5000 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) 300000 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) 300000 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) 214200 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) 250000 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) 500000 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) 100000 TO SUPPORT GENERAL OPERATIONS GRACE FARMS FOUNDATION 365 LUKES WOOD RD NEW CANAAN CT 06840 271401401 501(C)(3) 15000 RESTRICTED TO SUPPORT THE GLOBAL JUSTICE TRAINING PROGRAM GREENWAVE ORGANIZATION CORP 315 FRONT ST NEW HAVEN CT 06513 475438012 501(C)(3) 75000 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) 2000 TO SUPPORT GENERAL OPERATIONS GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED 1111 EAST PUTNAM AVENUE RIVERSIDE CT 06878 222721171 501(C)(3) 10000 TO SUPPORT GENERAL OPERATIONS GREENWICH HISTORICAL SOCIETY INC 47 STRICKLAND ROAD COS COB CT 06807 066036049 501(C)(3) 10000 TO SUPPORT GENERAL OPERATIONS GREENWICH LIBRARY 101 W PUTNAM AVE TRUSTEES OFFICE GREENWICH CT 06830 066002281 501(C)(3) 10000 TO SUPPORT GENERAL OPERATIONS GREENWICH POLICE DEPT SCHOLARSHIP FUND INC GREENWICH POLICE DEPT 11 BRUCE PLACE GREENWICH CT 06830 066068607 501(C)(3) 5000 TO SUPPORT GENERAL OPERATIONS GREENWICH SYMPHONY ORCHESTRA INC PO BOX 35 GREENWICH CT 06836 066107766 501(C)(3) 10000 TO SUPPORT GENERAL OPERATIONS GREENWICH TOWN PARTY INC PO BOX 59 OLD GREENWICH CT 06870 453555667 501(C)(3) 1000000 RESTRICTED TO SUPPORT THE 2020 GTP GREENWICH TREE CONSERVANCY INC PO BOX 4215 GREENWICH CT 06831 208181832 501(C)(3) 10000 TO SUPPORT GENERAL OPERATIONS GREENWICH VILLAGE SOCIETY FOR HISTORIC PRESERVATION 232 EAST 11 STREET NEW YORK NY 10003 133042600 501(C)(3) 20000 TO SUPPORT GENERAL OPERATIONS HARTFORD PUBLIC SCHOOLS 960 MAIN STREET HARTFORD CT 06103 GOVERNMENT 45000 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) 50000 TO SUPPORT GENERAL OPERATIONS INTERNATIONAL ANTI-POACHING FOUNDATION INC 1655 N FT MYER DRIVE 700 ARLINGTON VA 22209 320408734 501(C)(3) 15000 RESTRICTED TO SUPPORT AKASHINGA ALL FEMALE CONSERVATION MODEL INTERNATIONAL BIPOLAR FOUNDATION 8755 AERO DRIVE SUITE 310 SAN DIEGO CA 92123 263889828 501(C)(3) 20000 TO SUPPORT GENERAL OPERATIONS JOSEPH CAMPBELL FOUNDATION 136 WAVERLY PLACE 14D NEW YORK NY 10014 990285097 501(C)(3) 20000 TO SUPPORT GENERAL OPERATIONS MAYO CLINIC 200 1ST ST SW ROCHESTER MN 55905 416011702 501(C)(3) 1000000 TO SUPPORT GENERAL OPERATIONS METROPOLITAN OPERA ASSOCIATION INC 30 LINCOLN CENTER NEW YORK NY 10023 131624087 501(C)(3) 5000 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) 100000 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) 2500 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) 25000 TO SUPPORT GENERAL OPERATIONS NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE RD SUITE 1200 JENKINTOWN PA 19046 237825575 501(C)(3) 5000000 RESTRICTED TO POLIO ERADICATION PROJECTS NATURAL RESOURCES DEFENSE COUNCIL INC 40 WEST 20TH STREET NEW YORK NY 10011 132654926 501(C)(3) 50000 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) 50000 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 80000 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) 10000 TO SUPPORT GENERAL OPERATIONS NEW VENTURE FUND 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 205806345 501(C)(3) 10000 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) 750000 RESTRICTED TO THE SUMMIT FELLOWS PROJECT NEW YORK BOTANICAL GARDEN 2900 SOUTHERN BOULEVARD BRONX NY 10458 131693134 501(C)(3) 25000 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) 50000 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) 25000 TO SUPPORT GENERAL OPERATIONS NORWALK PUBLIC SCHOOLS 125 EAST AVENUE NORWALK CT 06852 061498087 GOVERNMENT 79750 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) 10000 TO SUPPORT GENERAL OPERATIONS ORPHANED STARFISH FOUNDATION INC 55 EXCHANGE PLACE SUITE 402 NEW YORK NY 10005 311782130 501(C)(3) 40000 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) 750000 TO SUPPORT GENERAL OPERATIONS OUR PIECE OF THE PIE INC 20-28 SARGEANT STREET HARTFORD CT 06105 060939659 501(C)(3) 500000 TO SUPPORT GENERAL OPERATIONS PART OF THE SOLUTION INC 2759 WEBSTER AVENUE BRONX NY 10458 133425071 501(C)(3) 33000 RESTRICTED TO SUPPORT HOLIDAY AND SPECIAL DISTRIBUTIONS PROGRAMS PATHWAYS INC 175 MILBANK AVE GREENWICH CT 06830 061051588 501(C)(3) 25000 TO SUPPORT GENERAL OPERATIONS PIONEER WORKS ART FOUNDATION 159 PIONEER STREET BROOKLYN NY 11231 461097738 501(C)(3) 100000 RESTRICTED TO SUPPORT PROGRAMMING COSTS AND TO SUPPORT GENERAL OPERATIONS. PIONEER WORKS ART FOUNDATION 159 PIONEER STREET BROOKLYN NY 11231 461097738 501(C)(3) 50000 TO SUPPORT GENERAL OPERATIONS PORT CHESTER CARVER CENTER INC 400 WESTCHESTER AVE PORT CHESTER NY 10573 131832949 501(C)(3) 350000 TO SUPPORT GENERAL OPERATIONS PRINCE ALBERT II OF MONACO FOUNDATION USA 1500 MARKET STREET 12TH FLOOR EAST PHILADELPHIA PA 19102 262330828 501(C)(3) 50000 TO SUPPORT GENERAL OPERATIONS PRISON RENAISSANCE PO BOX 2711 LYNNWOOD WA 98036 825015234 501(C)(3) 10000 TO SUPPORT GENERAL OPERATIONS REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 501(C)(3) 75000 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) 35000 TO SUPPORT GENERAL OPERATIONS SAINT ANN'S SCHOOL 129 PIERREPONT ST BROOKLYN NY 11201 112606681 501(C)(3) 1000000 TO SUPPORT GENERAL OPERATIONS SAVE THE CHILDREN FEDERATION INC 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 060726487 501(C)(3) 25000 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) 30000 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) 100000 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) 5000 TO SUPPORT GENERAL OPERATIONS ST LUKE'S FOUNDATION INC 377 NORTH WILTON RD NEW CANAAN CT 06840 237099149 501(C)(3) 47000 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) 30000 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) 25000 TO SUPPORT GENERAL OPERATIONS TED FOUNDATION INC 330 HUDSON ST 11TH FLOOR NEW YORK NY 10013 821934592 501(C)(3) 200000 TO SUPPORT CODING EDUCATION VIDEO SERIES. THANK DOG RESCUE INC PO BOX 124 NEWTOWN CT 06470 900985007 501(C)(3) 10000 TO SUPPORT GENERAL OPERATIONS THE ALLIANCE FOR CLIMATE PROTECTION 555 ELEVENTH STREET NW SUITE 601 WASHINGTON DC 20004 870745629 501(C)(3) 35000 TO SUPPORT GENERAL OPERATIONS THE ASPEN INSTITUTE INC 2300 N ST NW STE 700 WASHINGTON DC 20037 840399006 501(C)(3) 1000000 RESTRICTED TO SUPPORT THE ECONOMIC STRATEGY GROUP THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY STANFORD UNIVERSITY DEVELOPMENT SERVICES STANFORD CA 94305 941156365 501(C)(3) 60000 RESTRICTED TO SUPPORT INNOVATIVE RESEARCH BY GRADUATE STUDENTS IN DR. MANU PRAKASH'S LAB THE CENTER FOR ARCHITECTURE INC 536 LAGUARDIA PLACE NEW YORK NY 10012 223047700 501(C)(3) 25000 TO SUPPORT GENERAL OPERATIONS THE COS COB FIRE POLICE PATROL INCORPORATED PO BOX 202 COS COB CT 06807 061211165 501(C)(3) 15000 TO SUPPORT GENERAL OPERATIONS THE HEALTHY US COLLABORATIVE INC 895 ANDALUSIA DRIVE ALEXANDRIA VA 22308 820819781 501(C)(3) 1000000 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) 425000 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) 10000 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) 20000 RESTRICTED TO SUPPORT THE EUROPEAN EDUCATION FUND UNITED METHODIST CITY SOCIETY 475 RIVERSIDE DRIVE SUITE 1922 NEW YORK NY 10115 135562419 501(C)(3) 5000 TO SUPPORT GENERAL OPERATIONS UNITED STATES FUND FOR UNICEF 125 MAIDEN LANE NEW YORK NY 10038 131760110 501(C)(3) 15000 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) 100000 TO SUPPORT GENERAL OPERATIONS UNIVERSITY OF CALIFORNIA SAN FRANCISCO 220 MONTGOMERY ST FL 5 SAN FRANCISCO CA 94104 946036493 501(C)(3) 50000 TO SUPPORT THE BENIOFF CHILDREN'S HOSPITAL UNIVERSITY OF CHICAGO 5235 S HARPER COURT CHICAGO IL 60615 362177139 501(C)(3) 25000 RESTRICTED TO SUPPORT THE ODYSSEY SCHOLARSHIP PROGRAM UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVENUE MADISON WI 53726 390743975 501(C)(3) 65000 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) 100000 TO SUPPORT GENERAL OPERATIONS WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT STREET NEW YORK NY 10014 131789318 501(C)(3) 30000 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) 100000 TO SUPPORT GENERAL OPERATIONS WORLD CENTRAL KITCHEN INCORPORATED 1342 FLORIDA AVENUE NW WASHINGTON DC 20009 273521132 501(C)(3) 50000 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) 5000000 TO SUPPORT GENERAL OPERATIONS X PRIZE FOUNDATION INC 800 CORPORATE POINTE CULVER CA 90230 521876879 501(C)(3) 675000 RESTRICTED TO SUPPORT XPRIZE'S YOUTH GAME DESIGN COMPETITION YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 060646973 501(C)(3) 350000 RESTRICTED TO THE YALE CENTER FOR EMOTIONAL INTELLIGENCE YOUTH GUIDANCE 1 NORTH LASALLE STREET SUITE 900 CHICAGO IL 60602 362167032 501(C)(3) 5000 TO SUPPORT GENERAL OPERATIONS 106 0 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. X 1 3024125633 INTERNAL VALUATION 0 0 0 0 PART I, COLUMN (B): SCHEDULE M, PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. 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. SOUND HAVEN LLC ONE GLENDINNING PLACE WESTPORT CT 06880 832784115 A DELAWARE LLC THAT HOLDS INVESTMENTS DE 34090214 1044622860 DALIO FAMILY FUND INC BRIN LLC ONE GLENDINNING PLACE WESTPORT CT 06880 271328943 A CONNECTICUT LLC THAT HOLDS INVESTMENTS CT 3035 18167918 DALIO FAMILY FUND INC 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 DALIO FAMILY FUND AND OCEANOGRAPHIC RESEARCH & EXPLORATION FOUNDATION 1 OCEANOGRAPHIC RESEARCH & EXPLORATION FOUNDATION ONE GLENDINNING PLACE WESTPORT CT 06880 830757695 OCEAN RESEARCH AND EXPLORATION DE 501(C)(4) N/A N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LOOKOUT TRUST C 3144268904 INTERNAL VALUATION