DALIO FAMILY FUND INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DALIO FAMILY FUND INC (EIN 83-1575536)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349313520
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:46:50-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 555 110TH AVE NE SUITE 700 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | CO DFO ONE GLENDINNING PLACE 100 | 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 | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN R RYAN | PreparerPersonNm |
| PTIN | P00737884 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JANINE RACANELLI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DFO ONE GLENDINNING PLACE 100 | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,640,006,000 | 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 | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $45,250,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $760,315,060 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,288,101 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,576,980 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,000 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $69,545,101 | PYTotalRevenueAmt |
| CY Total Revenue | $806,892,040 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $167,899,749 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $73,981,225 | 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 | $27,431,270 | PYOtherExpensesAmt |
| CY Other Expenses | $22,922,765 | CYOtherExpensesAmt |
| PY Total Expenses | $195,331,019 | PYTotalExpensesAmt |
| CY Total Expenses | $96,903,990 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$125,785,918 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $709,988,050 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,239,856,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,039,494,510 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,611 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,929 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,239,835,520 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,039,482,581 | 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 (SEE SCHEDULE O) 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 | $36,827,417 | ExpenseAmt |
| Grant | $33,571,514 | GrantAmt |
| Desc | OCEANS & ENVIRONMENT: SUPPORT GROUNDBREAKING EXPLORATION, SCIENTIFIC RESEARCH AND EDUCATION AIMED AT DEVELOPING A GREATER UNDERSTANDING AND APPRECIATION OF THE OCEANS AND ENVIRONMENT. ENABLE GREATER PROTECTION OF THE OCEANS FOR THE BENEFIT OF PEOPLE GLOBALLY, INCLUDING POPULATIONS THAT DEPEND ON THEM FOR THEIR SUSTAINABILITY. SUPPORT PROGRAMS THAT INSPIRE THE NEXT GENERATION OF OCEAN EXPLORERS AND PROBLEM SOLVERS TO ADVANCE KNOWLEDGE OF THE OCEAN AND ITS MANY CREATURES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,203,195 | ExpenseAmt |
| Grant | $16,643,450 | GrantAmt |
| Desc | HEALTH & WELLNESS: SUPPORT ACCESS TO QUALITY HEALTHCARE AND WELLNESS THROUGH RESEARCH, EDUCATION, IMPROVED ACCESS TO QUALITY HEALTHCARE, MENTAL HEALTH SERVICES, AND OTHER SUPPORTING SERVICES FOR TRADITIONALLY UNDER-RESOURCED COMMUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,891,626 | ExpenseAmt |
| Grant | $10,775,647 | GrantAmt |
| Desc | EDUCATION: PROVIDE GRANTS AND PROGRAMMING TO IMPROVE ACCESS TO EDUCATIONAL OPPORTUNITIES FOR ALL THROUGH DIRECT ENGAGEMENT WITH PUBLIC SCHOOL COMMUNITIES AND TECHNOLOGY DRIVEN ACCESS TO LEARNING. BY CHAMPIONING UNDERSERVED YOUTH IN CONNECTICUT AND BEYOND, WE STRIVE TO UNLOCK STUDENTS' POTENTIAL AND REENGAGE YOUTH WHO ARE SEVERELY OFF-TRACK OR DISCONNECTED FROM SCHOOL AND EMPLOYMENT. THROUGH PROGRAMS THAT INCREASE ACCESS TO THE INTERNET, DEVICES AND GAMING, WE SEEK TO BRIDGE THE DIGITAL DIVIDE IN LEARNING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $9,751,705 | $8,945,614 | ARTS & COMMUNITY: SUPPORT LOCAL ORGANIZATIONS AIMED AT DEEPENING COMMUNITY AROUND THE ARTS, MUSIC AND CULTURE. ASSIST OTHER COMMUNITY ORGANIZATIONS SUCH AS FOOD PANTRIES AND SHELTERS TO ENSURE THE BASIC NEEDS OF THE COMMUNITY ARE MET. |
| $4,409,496 | $4,045,000 | ECONOMIC EMPOWERMENT: SUPPORT FOR ORGANIZATIONS THAT HELP PROVIDE COMMUNITIES WITH A RANGE OF OPPORTUNITIES TO HELP BUILD THEIR OWN CAPACITY, SELF-SUFFICIENCY AND RESILIENCE INCLUDING GREATER ACCESS TO CAPITAL AND SUPPORTING SERVICES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $14,161,201 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $12,990,614 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $85,083,439 | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | SN | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | SW | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| 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 | Yes (1) | 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 | |||||||
| PRESIDENT & DIRECTOR | 1.00 | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA DALIO | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW DALIO | |||||||
| DIRECTOR | 1.00 | 4.50 | Yes (X) | $0 | $0 | $0 | |
| MARK DALIO | |||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| LISA SAFIAN | |||||||
| TREASURER | 1.00 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| GRETCHEN WAGNER | |||||||
| SECRETARY | 1.00 | 3.50 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARINO MANAGEMENT LLC | |||||
| 25 FORD ROAD | WESTPORT | CT | 06880 | PRGM MGMT, INV, GRANT SVCS & INV ADVISOR | $16,217,402 |
| BRIDGEWATER PURE ALPHA FUND II LTD | |||||
| ONE NYALA FARMS ROAD | WESTPORT | CT | 06880 | INVESTMENT MGMT. FEES | $3,956,042 |
| THE BOSTON CONSULTING GROUP | |||||
| 200 PIER 4 BLVD | BOSTON | MA | 02210 | STRATEGIC MANAGEMENT CONSULTING | $1,298,500 |
| ALVAREZ & MARSAL | |||||
| 600 MADISON AVE 8TH FL | NEW YORK | NY | 10022 | INVESTMENT CONSULTING | $1,042,542 |
| MMCA INC | |||||
| ONE GLENDINNING PLACE | WESTPORT | CT | 06880 | PROGRAM MANAGEMENT | $675,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $760,315,060 | AllOtherContributionsAmt |
| Noncash Contributions | $760,315,060 | NoncashContributionsAmt |
| Total Contributions | $760,315,060 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,132,212 | TotalRevenueColumnAmt |
| Exclusion | $40,132,212 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $839,558,728 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $833,113,960 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,444,768 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,444,768 | TotalRevenueColumnAmt |
| Exclusion | $6,444,768 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $806,892,040 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $46,576,980 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,211,177 | TotalAmt |
| Program Services | $40,211,177 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,770,048 | TotalAmt |
| Program Services | $33,770,048 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,085,817 | TotalAmt |
| Program Services | $43,275 | ProgramServicesAmt |
| Management And General | $1,042,542 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,915 | TotalAmt |
| Management And General | $80,915 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,554,666 | TotalAmt |
| Management And General | $8,554,666 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,114,893 | TotalAmt |
| Program Services | $10,087,475 | ProgramServicesAmt |
| Management And General | $2,027,418 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,191 | TotalAmt |
| Program Services | $18,191 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,513 | TotalAmt |
| Program Services | $93,513 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,127 | TotalAmt |
| Program Services | $255,127 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,444 | TotalAmt |
| Program Services | $56,444 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,350 | TotalAmt |
| Program Services | $2,350 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,124 | TotalAmt |
| Program Services | $11,124 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,174 | TotalAmt |
| Program Services | $19,587 | ProgramServicesAmt |
| Management And General | $19,587 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| COAT DRIVE & GIVING PRG | $193,414 | $193,414 | |
| COMMUNITY OUTREACH | $147,045 | $147,045 | |
| GRANTEE WORKSHOPS | $140,120 | $140,120 | |
| FOREIGN TAXES | $54,584 | $54,584 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,388 | TotalAmt |
| Program Services | $34,549 | ProgramServicesAmt |
| Management And General | $40,839 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,903,990 | TotalAmt |
| Program Services | $85,083,439 | ProgramServicesAmt |
| Management And General | $11,820,551 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,768,706 | BOYAmt |
| EOY | $88,305,072 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $66,405 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,124 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $55,281 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,544,087 | BOYAmt |
| EOY | $43,550,777 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,071,475,295 | BOYAmt |
| EOY | $3,799,922,098 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,565,226 | BOYAmt |
| EOY | $59,437,827 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,501,817 | BOYAmt |
| EOY | $48,223,455 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,239,856,131 | BOYAmt |
| EOY | $4,039,494,510 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,611 | BOYAmt |
| EOY | $11,929 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,611 | BOYAmt |
| EOY | $11,929 | 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 | $3,239,835,520 | BOYAmt |
| EOY | $4,039,482,581 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,239,835,520 | BOYAmt |
| EOY | $4,039,482,581 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,239,856,131 | BOYAmt |
| EOY | $4,039,494,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $709,988,050 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $89,659,011 | 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,680 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,337 | DepreciationAmt |
| Book Value | $16,343 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,725 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,787 | DepreciationAmt |
| Book Value | $38,938 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $55,281 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | -$12,243,535 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $2,568,823,312 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATELY HELD INVESTMENTS | $1,037,117,046 | F |
| PRIVATELY HELD INVESTMENTS | $206,225,275 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,799,922,098 | TotalBookValueSecuritiesAmt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTS TO CHARITABLE AND SOCIAL WELFARE RECIPIENTS LOCATED IN THE REGION | N/A | $1,450,000 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO CHARITABLE AND SOCIAL WELFARE RECIPIENTS LOCATED IN THE REGION | N/A | $28,161,058 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO CHARITABLE AND SOCIAL WELFARE RECIPIENTS LOCATED IN THE REGION | N/A | $2,291,290 |
| MIDDLE EAST/NORTH AFRICA | 0 | 0 | GRANTS TO CHARITABLE AND SOCIAL WELFARE RECIPIENTS LOCATED IN THE REGION | N/A | $822,200 |
| NORTH AMERICA | 0 | 0 | GRANTS TO CHARITABLE AND SOCIAL WELFARE RECIPIENTS LOCATED IN THE REGION | N/A | $355,000 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS TO CHARITABLE AND SOCIAL WELFARE RECIPIENTS LOCATED IN THE REGION | N/A | $638,000 |
| SOUTH AMERICA | 0 | 0 | GRANTS TO CHARITABLE AND SOCIAL WELFARE RECIPIENTS LOCATED IN THE REGION | N/A | $52,500 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | N/A | $687,274,206 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | N/A | $824,240 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENT MANAGEMENT FEES | N/A | $4,234,118 |
| 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 | $721,044,254 | SubtotalSpentAmt |
| Continuation Spent | $5,058,358 | ContinuationSpentAmt |
| Total Spent | $726,102,612 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (40 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| SUB-SAHARAN AFRICA | RESTRICTED TO ADDRESS THE OVERPOPULATION OF ADOPTABLE CATS AND DOGS IN SHELTERS IN GHANA, NAMIBIA, AND UGANDA | $3,000 | WIRE | $0 |
| MIDDLE EAST / NORTH AFRICA | TO SUPPORT GENERAL OPERATIONS | $272,200 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | RESTRICTED TO SUPPORT THE CORAL GARDENERS PROJECT | $3,000 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | TO SUPPORT GENERAL OPERATIONS | $833,333 | WIRE | $0 |
| EUROPE | RESTRICTED TO SUPPORT THE ART OF JAMES CAMERON EXHIBIT | $150,000 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | RESTRICTED TO EDUCATE STUDENTS ON THE IMPACT THAT CLIMATE CHANGE HAS ON THE OCEAN AND ITS MARINE LIFE | $75,000 | WIRE | $0 |
| SUB-SAHARAN AFRICA | RESTRICTED TO DEVELOPING AND TESTING AN AI COACH FOR FRONTLINE HEALTH WORKERS IN ZIMBABWE | $70,000 | WIRE | $0 |
| SUB-SAHARAN AFRICA | RESTRICTED TO DEVELOPING DIGITAL SCREENING TOOLS AT THE PRIMARY HEALTHCARE LEVEL IN TANZANIA | $150,000 | WIRE | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | RESTRICTED TO SUPPORT 2024 HUERTOS PROGRAM | $25,000 | WIRE | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | RESTRICTED TO PROVIDE GENERAL SUPPORT IN RESPONSE TO THE HUMANITARIAN CRISIS IN CUBA | $25,000 | WIRE | $0 |
| EUROPE | RESTRICTED TO CONSERVE BIODIVERSITY AND ADAPT TO CLIMATE CHANGE | $50,000 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | RESTRICTED TO SUPPORT GIFT OF THE GARDENS PROGRAM | $150,000 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | RESTRICTED TO SUPPORT THE CHRISTMAS FESTIVAL SHOW | $53,000 | WIRE | $0 |
| SOUTH AMERICA | RESTRICTED TO REBUILDING MUSIC SCHOOL IN PARAGUAY | $10,000 | WIRE | $0 |
| EUROPE | RESTRICTED TO ENHANCING GAME DEVELOPMENT ENVIRONMENT AND STABILIZING CURRENT PLATFORM | $100,000 | WIRE | $0 |
| SOUTH AMERICA | RESTRICTED TO SUPPORT THE CONSTRUCTION OF AN ORPHANAGE | $42,500 | WIRE | $0 |
| NORTH AMERICA | RESTRICTED TO SUPPORT MAY COURT HOSPICE | $5,000 | WIRE | $0 |
| EUROPE | RESTRICTED TO PROVIDING OFFLINE ACCESS TO EDUCATIONAL RESOURCES AND CONTENT | $50,000 | WIRE | $0 |
| SUB-SAHARAN AFRICA | RESTRICTED TO SUPPORT GAME-BASED LEARNING THROUGH THE GAME UP AFRICA PROGRAM | $100,000 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | RESTRICTED TO SUPPORT ARTSCIENCE MUSEUM'S NEXT ARTSCIENCE RESIDENCY CYCLE | $50,000 | WIRE | $0 |
| SUB-SAHARAN AFRICA | TO SUPPORT GENERAL OPERATIONS | $10,000 | WIRE | $0 |
| MIDDLE EAST / NORTH AFRICA | RESTRICTED TO IDENTIFICATION AND ENHANCEMENT OF THE WORLD'S MOST HEAT TOLERANT CORALS PROJECT | $500,000 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | TO SUPPORT GENERAL OPERATIONS | $23,000,000 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | RESTRICTED TO SUPPORT OCEANX EDUCATION EVENTS AND MEDIA IN 2025 | $3,432,225 | WIRE | $0 |
| EUROPE | RESTRICTED TO SUPPORT MENTAL HEALTH PROGRAMS IN TURKEY | $100,000 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | RESTRICTED TO SUPPORT BLUEWATER EDUFEST IN SINGAPORE | $38,000 | WIRE | $0 |
| SUB-SAHARAN AFRICA | RESTRICTED TO DEVELOPING AFFORDABLE HYPERTENSION CARE FOR LOW-INCOME COMMUNITIES OF NAIROBI | $65,000 | WIRE | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | TO SUPPORT GENERAL OPERATIONS | $1,400,000 | WIRE | $0 |
| MIDDLE EAST / NORTH AFRICA | RESTRICTED TO TESTING FEASIBILITY OF BUILDING MICRO CLINIC MODEL FOR PROPAGATING HEALTHY BEHAVIORS AROUND DIABETES SELF-MANAGEMENT | $50,000 | WIRE | $0 |
| NORTH AMERICA | TO SUPPORT GENERAL OPERATIONS | $100,000 | WIRE | $0 |
| SUB-SAHARAN AFRICA | RESTRICTED TO DESIGN AND DEVELOPMENT OF BIOMETRIC ID SYSTEMS TO IMPROVE QUALITY OF HEALTH SERVICES IN ETHIOPIA | $170,000 | WIRE | $0 |
| SUB-SAHARAN AFRICA | RESTRICTED TO SUPPORT PHARMACY-FOCUSED ENTERPRISES IN AFRICA | $70,000 | WIRE | $0 |
| NORTH AMERICA | TO SUPPORT GENERAL OPERATIONS | $250,000 | WIRE | $0 |
| EUROPE | RESTRICTED TO DEVELOPING DIGITALIZED CLINICAL GUIDELINES THAT WILL STANDARDIZE PATIENT MANAGEMENT AND IMPROVE QUALITY OF CARE | $77,290 | WIRE | $0 |
| EUROPE | RESTRICTED TO ENSURE OUTREACH AND DISSEMINATION OF RECOMMENDATIONS FROM OCEAN DECADE CONFERENCE. | $30,000 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | RESTRICTED TO SUPPORT THE CORAL RESEARCH PROJECT IN MALAYSIA | $26,500 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | RESTRICTED TO LIVERIS ACADEMY SCHOLARSHIPS | $500,000 | WIRE | $0 |
| EUROPE | RESTRICTED TO SUPPORT EFFORTS TO DEVELOP SMART GUIDELINES DIGITAL ADAPTATION KITS FOR COMMUNITY HEALTH | $250,000 | WIRE | $0 |
| EUROPE | TO SUPPORT GENERAL OPERATIONS | $1,000,000 | WIRE | $0 |
| EUROPE | RESTRICTED TO SUPPORT GIVING TO AMPLIFY EARTH ACTION AND OCEAN ACTION AGENDA BLUE FINANCE WORKSTREAMS | $484,000 | WIRE | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
| Total Other Org | 7 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | DALIO FAMILY FUND, INC. ACTIVELY MONITORS GRANTEES TO ENSURE THAT GRANT FUNDS ARE USED BY GRANTEE FOR SOCIAL WELFARE PURPOSES, CONSISTENT WITH GRANT AGREEMENT TERMS. MOST GRANTS REQUIRE REGULAR FINANCIAL AND NARRATIVE REPORTING, WHICH IS REVIEWED BY INTERNAL STAFF. GRANTS ARE LIMITED TO SOCIAL WELFARE PURPOSES, TYPICALLY THROUGH GRANT AGREEMENTS, 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 I, LINE 3: | THE MODIFIED CASH METHOD WAS USED IN ACCOUNTING FOR EXPENDITURES IN PART I, PART II AND PART III |
| SCHEDULE F, PART IV, LINE 4 | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (105 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN MONTESSORI SOCIETY INC | |||||||||
| 211 E 43RD ST 7TH FLOOR 262 | NEW YORK | NY | 10017 | 060766308 | 501(C)(3) | $5,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| ANTHOLOGY FILM ARCHIVES | |||||||||
| 32 2ND AVE | NEW YORK CITY | NY | 10003 | 136227423 | 501(C)(3) | $15,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| APEX FOR YOUTH INC | |||||||||
| 195 CHRYSTIE STREET 200 | NEW YORK | NY | 10002 | 133650718 | 501(C)(3) | $25,000 | $0 | RESTRICTED TO SUPPORT THE STRATEGIC PLAN PROGRAM | |
| AVATAR ALLIANCE FOUNDATION | |||||||||
| 888 7TH AVE FL 4 | NEW YORK | NY | 10106 | 274287118 | 501(C)(3) | $1,200,000 | $0 | RESTRICTED TO SUPPORT COLLABORATIVE EFFORTS THAT RAISE AWARENESS AND FACILITATE EDUCATIONAL OUTREACH RELATED TO OCEANS AND OCEAN EXPLORATION | |
| BLACK GIRLS CODE INC | |||||||||
| PO BOX 845949 | LOS ANGELES | CA | 900845949 | 454930539 | 501(C)(3) | $20,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| BLACK GIRLS CODE INC | |||||||||
| PO BOX 845949 | LOS ANGELES | CA | 900845949 | 454930539 | 501(C)(3) | $40,000 | $0 | RESTRICTED TO SUPPORT GAME-DESIGN SUMMER CAMPS | |
| BOY SCOUTS OF AMERICA GREENWICH COUNCIL | |||||||||
| 63 MASON STREET | GREENWICH | CT | 06830 | 060646654 | 501(C)(3) | $56,400 | $0 | RESTRICTED TO SUPPORT PROGRAM OUTREACH AND ENHANCEMENTS | |
| BRIGHAM AND WOMEN'S HOSPITAL INC | |||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 042312909 | 501(C)(3) | $25,000 | $0 | RESTRICTED TO DESIGNING HYPERTENSION PATIENT JOURNEY AND CONDUCTING IMPLEMENTATION RESEARCH | |
| BROOKLYN ACADEMY OF MUSIC INC | |||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | 112201344 | 501(C)(3) | $20,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| BRUNSWICK SCHOOL INC | |||||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | 060646562 | 501(C)(3) | $400,000 | $0 | RESTRICTED TO ENDOWMENT FUND FOR FAIRFIELD SCHOLARS | |
| CATALYST CT INC | |||||||||
| 2470 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | 061357699 | 501(C)(3) | $554,792 | $0 | RESTRICTED TO ENSURE STABILITY OF THE MISSIONS, PROGRAMS AND ONGOING OPERATIONS | |
| CATALYST CT INC | |||||||||
| 2470 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | 061357699 | 501(C)(3) | $750,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| CBIA ECONOMIC GROWTH AND OPPORTUNITY FOUNDATION INC | |||||||||
| 350 CHURCH ST | HARTFORD | CT | 06103 | 933453430 | 501(C)(3) | $1,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| CBIA ECONOMIC GROWTH AND OPPORTUNITY FOUNDATION INC | |||||||||
| 350 CHURCH ST | HARTFORD | CT | 06103 | 933453430 | 501(C)(3) | $5,000 | $0 | RESTRICTED TO SUPPORT THE CT WORKFORCE SUMMIT WHICH FOCUSES ON DISCOVERING HIDDEN TALENT AND OPPORTUNITIES FOR AT-RISK-YOUTH IN THE WORKFORCE | |
| CBIA ECONOMIC GROWTH AND OPPORTUNITY FOUNDATION INC | |||||||||
| 350 CHURCH ST | HARTFORD | CT | 06103 | 933453430 | 501(C)(3) | $5,000 | $0 | RESTRICTED TO SUPPORT THE NATIONAL CIVICS BEE CT STATE FINALS | |
| CENTER ON RURAL INNOVATION INC | |||||||||
| PO BOX 392 | HARTLAND | VT | 05048 | 824508477 | 501(C)(3) | $25,000 | $0 | RESTRICTED TO SUPPORT THE SEEDVT PROGRAM | |
| CHURCH OF ST JEROME | |||||||||
| 230 ALEXANDER AVENUE | BRONX | NY | 10454 | 131740204 | 501(C)(3) | $50,000 | $0 | RESTRICTED TO SUPPORT IMMIGRANTS AND LOW-INCOME FAMILIES IN THE SOUTH BRONX | |
| CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED | |||||||||
| 93 EDWARDS STREET | NEW HAVEN | CT | 06511 | 060646757 | 501(C)(3) | $5,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| CODE ORG | |||||||||
| 801 5TH AVE SUITE 2100 | SEATTLE | WA | 98104 | 460858543 | 501(C)(3) | $20,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | |||||||||
| 70 AUDUBON STREET | NEW HAVEN | CT | 06510 | 066032106 | 501(C)(3) | $250,000 | $0 | RESTRICTED TO SUPPORT THE BUTTERFLIES FUND | |
| COMMUNITY HEALTH CENTER ASSOCIATION OF CONNECTICUT INC | |||||||||
| 1484 HIGHLAND AVENUE SUITE 2 | CHESHIRE | CT | 06410 | 223036666 | 501(C)(3) | $3,500 | $0 | RESTRICTED TO SUPPORT COMMUNITY HEALTH CENTERS AND TO EDUCATE YOUNG PEOPLE ABOUT AVAILABLE HEALTH CARE RESOURCES | |
| COMPUTER SCIENCE TEACHERS ASSOCIATION LLC | |||||||||
| 332 SOUTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60604 | 270115816 | 501(C)(3) | $20,000 | $0 | TO SUPPORT GENERAL OPERATIONS | 121-C985 |
| CONNECTICUT HUMANITIES COUNCIL | |||||||||
| 100 RIVERVIEW CENTER SUITE 290 | MIDDLETOWN | CT | 06457 | 060902244 | 501(C)(3) | $100,000 | $0 | RESTRICTED TO SUPPORT CT COMMISSION PROJECT | |
| CONNECTICUT NEWS PROJECT INC | |||||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | 270583046 | 501(C)(3) | $100,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| CONNECTICUT RISE NETWORK INC | |||||||||
| 700 STATE STREET SUITE 301 | NEW HAVEN | CT | 06511 | 814104274 | 501(C)(3) | $2,000,000 | $0 | RESTRICTED TO PROVIDE GENERAL OPERATING AND PROGRAMMING SUPPORT TO ACHIEVE RISE MISSION | |
| COUNCIL FOR ECONOMIC EDUCATION | |||||||||
| 122 EAST 42ND STREET SUITE 2600 | NEW YORK | NY | 10168 | 131623848 | 501(C)(3) | $20,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| DIG & SCOOP LLC | |||||||||
| 285 QUAKER LANE SOUTH | WEST HARTFORD | CT | 061192220 | 922878475 | $20,000 | $0 | RESTRICTED TO PROVIDING ESSENTIAL PUBLIC AFFAIRS-RELATED NEWS TO CT RESIDENTS FREE OF CHARGE | ||
| DOWNEY SIDE INC | |||||||||
| 100 UNDERHILL ST | YONKERS | NY | 10701 | 042441463 | 501(C)(3) | $25,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| ENDLESS OS FOUNDATION LLC | |||||||||
| 1 GLENDINNING PLACE | WESTPORT | CT | 06880 | 844822119 | 501(C)(4) | $4,180,850 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| FAIR FOOD NETWORK | |||||||||
| 1442 BRUSH ST THIRD FLOOR | DETROIT | MI | 48226 | 264143394 | 501(C)(3) | $175,000 | $0 | RESTRICTED TO EXPANDING THE DOUBLE UP FOOD BUCKS PROGRAM TO MORE EXPECTANT MOTHERS AND CHILDREN | |
| FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC | |||||||||
| 40 RICHARDS AVENUE | NORWALK | CT | 06854 | 061083893 | 501(C)(3) | $10,000 | $0 | RESTRICTED TO SUPPORT THE FUND FOR WOMEN AND GIRLS PROGRAMS | |
| FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC | |||||||||
| 40 RICHARDS AVENUE | NORWALK | CT | 06854 | 061083893 | 501(C)(3) | $50,000 | $0 | RESTRICTED TO SUPPORT BAND CENTRAL | |
| FILM FORUM INC | |||||||||
| 209 W HOUSTON ST | NEW YORK | NY | 10014 | 510175953 | 501(C)(3) | $30,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| FORGE CITY WORKS | |||||||||
| 227 LAWRENCE STREET | HARTFORD | CT | 06106 | 261412551 | 501(C)(3) | $760,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| FRIENDS OF CARITAS CUBANA CORPORATION | |||||||||
| 81 WASHINGTON AVE | CAMBRIDGE | MA | 02140 | 203023256 | 501(C)(3) | $10,000 | $0 | 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) | $82,500 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| GAMES FOR CHANGE INC | |||||||||
| 6 E 43RD ST FL 15 | NEW YORK | NY | 10017 | 262623362 | 501(C)(3) | $950,000 | $0 | RESTRICTED TO SUPPORT SCALING THE GAMES FOR CHANGE STUDENT CHALLENGE | |
| GIRLS WHO CODE INC | |||||||||
| 1250 BROADWAY 17TH FLOOR | NEW YORK | NY | 10001 | 300728021 | 501(C)(3) | $20,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| GNOME FOUNDATION INC | |||||||||
| 117 21C ORINDA WAY | ORINDA | CA | 94563 | 043572618 | 501(C)(3) | $25,000 | $0 | RESTRICTED TO SUPPORT THE 2024 GUADEC CONFERENCE | |
| GNOME FOUNDATION INC | |||||||||
| 117 21C ORINDA WAY | ORINDA | CA | 94563 | 043572618 | 501(C)(3) | $250,000 | $0 | RESTRICTED TO SUPPORT THE OUTREACH PROGRAM AND GENERAL OPERATIONS | |
| GOOD SHEPHERD CHURCH | |||||||||
| PO BOX 1523 | GREEN ISLAND | NY | 12183 | 113106772 | 501(C)(3) | $5,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| GREATER HUNTSVILLE HUMANE SOCIETY | |||||||||
| 2812 JOHNSON RD SW | HUNTSVILLE | AL | 35805 | 237093527 | 501(C)(3) | $5,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| GREENWAVE ORGANIZATION CORP | |||||||||
| 315 FRONT ST | NEW HAVEN | CT | 06513 | 475438012 | 501(C)(3) | $150,000 | $0 | RESTRICTED TO SOCIAL WELFARE PROJECT SUPPORT AND GENERAL OPERATIONS | |
| GREENWICH COUNTRY DAY SCHOOL INC | |||||||||
| PO BOX 623 | GREENWICH | CT | 06836 | 060646657 | 501(C)(3) | $500,000 | $0 | RESTRICTED TO SUPPORT INNOVATIVE STEM AND GAMING PROGRAMS FOR STUDENTS | |
| HACK FOUNDATION | |||||||||
| 8605 SANTA MONICA BLVD 86294 | WEST HOLLYWOOD | CA | 90069 | 812908499 | 501(C)(3) | $400,000 | $0 | RESTRICTED TO EXPANDING GAME-BASED EDUCATION EFFORTS AND TECHNICAL ENGINEERING TRAINING | |
| HARLEM CHILDRENS ZONE INC | |||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | 237112974 | 501(C)(3) | $2,000,000 | $0 | RESTRICTED TO STRENGTHENING INFRASTRUCTURE AND SCALING CAPACITY ACROSS THE COUNTRY | |
| HARTFORD'S PROUD DRILL DRUM AND DANCE GROUP | |||||||||
| 54 BURTON ST | HARTFORD | CT | 06112 | 471785315 | 501(C)(3) | $2,000 | $0 | RESTRICTED TO SUPPORT YOUTH TRIP TO CT CAPITOL TO LEARN ABOUT STATE GOVERNMENT AND TO DEVELOP PROJECTS TO PURSUE COLLECTIVELY THROUGHOUT THE SCHOOL YEAR | |
| HEAD COUNT INC | |||||||||
| 104 W 29TH ST FL 11 | NEW YORK | NY | 10001 | 770626772 | 501(C)(3) | $10,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| HENRY M PAULSON JR INSTITUTE | |||||||||
| 625 N MICHIGAN AVE STE 2500 | CHICAGO | IL | 60611 | 452430087 | 4942(J)(3) | $500,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| HIGHER EDUCATION VIDEO GAME ALLIANCE | |||||||||
| 1015 15TH ST NW | WASHINGTON | DC | 20005 | 475563763 | 4947(A)(1) | $50,000 | $0 | RESTRICTED TO SUPPORT RESEARCH PROJECT TO UNDERSTAND INTERPLAY BETWEEN STUDENT AND PROFESSIONAL SKILL SETS IN GAMING INDUSTRY | |
| HIGHER HEIGHTS YOUTH EMPOWERMENT PROGRAMS INC | |||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | 830424360 | 501(C)(3) | $15,000 | $0 | RESTRICTED TO SPONSOR THE 2024 CONNECTICUT BLACK EXPO EVENT | |
| HUMANE SOCIETY OF NORTHWEST LOUISIANA INC | |||||||||
| 2544 LINWOOD AVE | SHREVEPORT | LA | 71103 | 721396136 | 501(C)(3) | $5,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| HUMANE SOCIETY OF SOUTH MS | |||||||||
| 2615 25TH AVE | GULFPORT | MS | 39501 | 646034439 | 501(C)(3) | $5,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| JOHNS HOPKINS UNIVERSITY | |||||||||
| 3910 KESWICK ROAD SUITE N2100 | BALTIMORE | MD | 21211 | 520595110 | 501(C)(3) | $545,660 | $0 | RESTRICTED TO SUPPORT DR. KAY JAMISON'S MOOD DISORDER PROGRAM | |
| JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY LLC | |||||||||
| 11100 JOHNS HOPKINS ROAD | LAUREL | MD | 20723 | 520595111 | 501(C)(3) | $519,789 | $0 | RESTRICTED TO DEVELOPING AND TESTING NEW EDNA TECHNOLOGY AS WELL AS COLLABORATION WITH OCEANX EDUCATION | |
| JUNIOR ACHIEVEMENT OF GREATER MIAMI INC | |||||||||
| 2124 NE 123 STREET SUITE 206 | NORTH MIAMI | FL | 33181 | 590807486 | 501(C)(3) | $35,200 | $0 | RESTRICTED TO SUPPORT THE COMMUNITY CODERS PROGRAM | |
| KODE WITH KLOSSY INC | |||||||||
| 632 BROADWAY SUITE 601 | NEW YORK | NY | 10012 | 833160675 | 501(C)(3) | $20,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| LEMONS FOUNDATION | |||||||||
| 1280 FAIRWAY ST STE 100 | BOWLING GREEN | KY | 42103 | 881588990 | 501(C)(3) | $20,000 | $0 | RESTRICTED TO SUPPORT THE NET FILM PROJECT WHICH AIMS TO ADVOCATE FOR MENTAL HEALTH AND SUICIDE PREVENTION THROUGH EDUCATION AND ADVOCACY | |
| MARTY HENNESSY INSPIRING CHILDREN FOUNDATION | |||||||||
| 3075 WASHINGTON AVENUE | LAS VEGAS | NV | 89107 | 201638145 | 501(C)(3) | $750,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| MAYO CLINIC | |||||||||
| 200 1ST ST SW | ROCHESTER | MN | 55905 | 416011702 | 501(C)(3) | $2,500,000 | $0 | RESTRICTED TO SUPPORT AI INNOVATION IN THE CLINICAL PRACTICE | |
| MONTEREY BAY AQUARIUM RESEARCH INSTITUTE | |||||||||
| 7700 SANDHOLT RD | MOSS LANDING | CA | 95039 | 770150580 | 4942(J)(3) | $1,000,000 | $0 | RESTRICTED TO SUPPORT OCEAN VISION AI PROJECT | |
| NATIONAL COMMITTEE ON UNITED STATES CHINA RELATIONS INC | |||||||||
| 6 EAST 43RD STREET 24TH FLOOR | NEW YORK | NY | 10017 | 132566973 | 501(C)(3) | $1,000,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| NATIONAL WIC ASSOCIATION | |||||||||
| 1099 14TH ST NW SUITE 510E | WASHINGTON | DC | 20005 | 521482678 | 501(C)(3) | $200,000 | $0 | RESTRICTED TO SUPPORT ADVOCACY WORK FOCUSED ON RAISING AWARENESS OF THE IMPORTANCE OF PRENATAL NUTRITION | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | 132654926 | 501(C)(3) | $200,000 | $0 | RESTRICTED TO ENSURE THE HEALTH AND SUSTAINABILITY OF THE WORLD'S OCEANS | |
| NORTHEAST LOUISIANA BRIDGE ASSOCIATION INC | |||||||||
| 1101 HILTON STREET | MONROE | LA | 71201 | 720859666 | 501(C)(3) | $5,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| OCEANX EDUCATION INC | |||||||||
| 37 WEST 39TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | 991603704 | 501(C)(3) | $250,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| OCONEE REGIONAL HUMANE SOCIETY INC | |||||||||
| 1020 PARK AVENUE SUITE 101 | GREENSBORO | GA | 30642 | 582440625 | 501(C)(3) | $5,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| ONE TREE PLANTED INC | |||||||||
| 145 PINE HAVEN SHORES ROAD 1000D | SHELBURNE | VT | 05482 | 464664562 | 501(C)(3) | $5,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| OPIN INC | |||||||||
| PO BOX 488 | RIVERSIDE | CT | 06878 | 300386610 | 501(C)(3) | $10,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| PLAYERS PHILANTHROPY FUND | |||||||||
| 1122 KENILWORTH DR STE 201 | TOWSON | MD | 21204 | 276601178 | 501(C)(3) | $5,000 | $0 | RESTRICTED TO SUPPORT THE CIVIL ARTS PROJECT | |
| RESULTS FOR DEVELOPMENT INSTITUTE INC | |||||||||
| 1111 19TH STREET NW SUITE 700 | WASHINGTON | DC | 20036 | 208530747 | 501(C)(3) | $56,000 | $0 | RESTRICTED TO CONDUCT LANDSCAPE STUDIES TO IDENTIFY OPPORTUNITIES AND CHALLENGES FACED BY HEALTHCARE PROVIDERS AROUND THE WORLD | |
| REWEAVE INC | |||||||||
| 81 BEACHRIDGE DRIVE | EAST AMHERST | NY | 14051 | 461877873 | 501(C)(3) | $5,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| ROCA INC | |||||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | 223223641 | 501(C)(3) | $1,500,000 | $0 | RESTRICTED TO SUPPORT THE HARTFORD YOUNG MOTHERS PROGRAM | |
| SACRED HEART CHURCH | |||||||||
| 95 HENRY STREET | GREENWICH | CT | 06830 | 060712059 | 501(C)(3) | $5,000 | $0 | RESTRICTED TO CHAPEL RESTORATION | |
| SAINT ANDREWS SCHOOL OF BOCA RATON INC | |||||||||
| 3900 JOG RD | BOCA RATON | FL | 33434 | 590942383 | 501(C)(3) | $250,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| SOCIAL GOOD LABS INCORPORATED | |||||||||
| 147 NATOMA STREET | SAN FRANCISCO | CA | 94105 | 274541012 | 501(C)(3) | $75,000 | $0 | RESTRICTED TO SUPPORT OCEAN TECHNOLOGY AND CONSERVATION RESEARCH | |
| SOUTHERN WINDSOR COUNTY INCUBATOR INC DBA BLACK RIVER INNOVATION CAMPUS (BR | |||||||||
| 14 CLINTON ST | SPRINGFIELD | VT | 05156 | 202386108 | 501(C)(3) | $10,000 | $0 | RESTRICTED TO SUPPORT A GAME DESIGN PROGRAM DURING SUMMER CAMP | |
| SOUTHERN WINDSOR COUNTY INCUBATOR INC DBA BLACK RIVER INNOVATION CAMPUS (BR | |||||||||
| 14 CLINTON ST | SPRINGFIELD | VT | 05156 | 202386108 | 501(C)(3) | $335,000 | $0 | RESTRICTED TO SUPPORT THE SEEDVT GAME DESIGN PROGRAM WHICH SUPPORT EDUCATIONAL AND ECONOMIC OUTCOMES IN VT | |
| SPRING STREET CLIMATE FUND INC | |||||||||
| PO BOX 24685 | BROOKLYN | NY | 11202 | 871178886 | 501(C)(3) | $20,000 | $0 | RESTRICTED TO SUPPORT CAPACITY BUILDING NEEDS | |
| ST AGNES CATHOLIC CHURCH | |||||||||
| 100 HARBOR DRIVE | KEY BISCAYNE | FL | 33149 | 591025211 | 501(C)(3) | $100,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| SUSTAINABLE SURF | |||||||||
| PO BOX 3058 | MANHATTAN BEACH | CA | 90266 | 453220205 | 501(C)(3) | $10,000 | $0 | RESTRICTED TO SUPPORT THE SEATRESS PROGRAM | |
| THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND | |||||||||
| 6823 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | 720423889 | 501(C)(3) | $10,000 | $0 | RESTRICTED TO SUPPORT THE CONNICK SCHOLARSHIP FUND | |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||||
| STANFORD UNIVERSITY DEVELOPMENT | STANFORD | CA | 94305 | 941156365 | 501(C)(3) | $100,000 | $0 | RESTRICTED TO SUPPORT THE CENTER FOR OCEANS SOLUTIONS | SERVICES 326 GALVEZ STREET |
| THE EVERGLADES FOUNDATION INC | |||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | 593228899 | 501(C)(3) | $50,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| THE MUSEUM OF LANGUAGE ARTS INCORPORATED | |||||||||
| 925 13TH STREET NW | WASHINGTON | DC | 20005 | 464894732 | 501(C)(3) | $250,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| THE NEW YORK AND PRESBYTERIAN HOSPITAL | |||||||||
| OFFICE OF DEVELOPMENT 525 EAST 68TH | NEW YORK | NY | 10065 | 133957095 | 501(C)(3) | $6,000 | $0 | RESTRICTED TO SUPPORT ORGANIZATIONAL SUSTAINABILITY | STREET BOX 123 |
| THE NEW YORK AND PRESBYTERIAN HOSPITAL | |||||||||
| OFFICE OF DEVELOPMENT 525 EAST 68TH | NEW YORK | NY | 10065 | 133957095 | 501(C)(3) | $10,000,000 | $0 | RESTRICTED TO SUPPORT THE DALIO CENTER FOR HEALTH JUSTICE | STREET BOX 123 |
| THE RICHARD AND BARBARA WHITCOMB FOUNDATION | |||||||||
| 30 VILLAGE DRIVE | NEW CANAAN | CT | 06840 | 273420226 | 501(C)(3) | $1,000,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| THRIVE GLOBAL HOLDINGS FOUNDATION | |||||||||
| 599 BROADWAY 6TH FLOOR | NEW YORK | NY | 10012 | 810848739 | 4942(J)(3) | $200,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| TISBEST PHILANTHROPY | |||||||||
| 5950 6TH AVE S STE 111 | SEATTLE | WA | 981083317 | 208630809 | 501(C)(3) | $1,569,000 | $0 | TO SUPPORT A PROGRAM TO ENCOURAGE GIVING | |
| UNIVERSITY OF ARKANSAS | |||||||||
| UNIVERSITY OF ARKANSAS 1125 W MAPLE | FAYETTEVILLE | AR | 72701 | 716003252 | 501(C)(3) | $5,000 | $0 | RESTRICTED TO SUPPORT THE ENDLESS SUMMER CAMP PROGRAM | STREET |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||||
| 220 MONTGOMERY ST FL 5 | SAN FRANCISCO | CA | 94104 | 946036493 | GOVERNMENT | $150,000 | $0 | RESTRICTED TO SUPPORT UCSF'S VOUCHERS4VEGGIES NUTRITION FOR PREGNANT PEOPLE PROGRAM | |
| UNIVERSITY OF CHICAGO | |||||||||
| 5235 S HARPER COURT 4TH FLOOR | CHICAGO | IL | 60615 | 362177139 | 501(C)(3) | $50,000 | $0 | RESTRICTED TO SUPPORT THE COMMUNITY VIOLENCE INTERVENTION LEADERSHIP ACADEMY FUND | |
| UNIVERSITY OF THE PEOPLE | |||||||||
| 595 E COLORADO BLVD SUITE 623 | PASADENA | CA | 91101 | 264078735 | 501(C)(3) | $25,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| UNIVERSITY OF THE PEOPLE | |||||||||
| 595 E COLORADO BLVD SUITE 623 | PASADENA | CA | 91101 | 264078735 | 501(C)(3) | $142,097 | $0 | RESTRICTED TO SUPPORT THE DEVELOPMENT OF GAME DESIGN CERTIFICATE PROGRAM | |
| URBAN ARTS PARTNERSHIP | |||||||||
| 39 WEST 19TH STREET 5TH FLOOR | NEW YORK | NY | 10011 | 133554734 | 501(C)(3) | $100,000 | $0 | RESTRICTED TO EXPLORE AND PILOT GAME-BASED LEARNING PROGRAMS | |
| URBAN LEAGUE OF GREATER HARTFORD INC | |||||||||
| 140 WOODLAND STREET | HARTFORD | CT | 06105 | 066066491 | 501(C)(3) | $10,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| VOUS CHURCH INC | |||||||||
| 1951 NW 7TH AVE STE 160/355 | MIAMI | FL | 33136 | 475369688 | 501(C)(3) | $88,889 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| WAIT UNTIL 8TH INC | |||||||||
| 812 SAN ANTONIO ST STE 315 | AUSTIN | TX | 78701 | 830628912 | 501(C)(3) | $2,500 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| WALKING SOFTER | |||||||||
| 970 W BROADWAY STE E 198 | JACKSON | WY | 83001 | 853237904 | 4942(J)(3) | $50,000 | $0 | RESTRICTED TO SUPPORT ENVIRONMENTAL WORK | |
| WASHINGTON SQUARE PARK CONSERVANCY INC | |||||||||
| PO BOX 1624 COOPER STATION | NEW YORK | NY | 10276 | 461406128 | 501(C)(3) | $180,000 | $0 | RESTRICTED TO SUPPORT PARK MAINTENANCE AND GENERAL SUPPORT | |
| WHOLESOME WAVE INC | |||||||||
| PO BOX 3968 | BRIDGEPORT | CT | 06605 | 260352899 | 501(C)(3) | $25,000 | $0 | RESTRICTED TO SUPPORT THE NATIONAL PRODUCE PRESCRIPTION COLLABORATIVE | |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | |||||||||
| FENNO HOUSE 183 OYSTER POND ROAD MS | WOODS HOLE | MA | 02543 | 042105850 | 501(C)(3) | $500,000 | $0 | TO SUPPORT GENERAL OPERATIONS | 40 |
| YALE UNIVERSITY | |||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | 060646973 | 501(C)(3) | $300,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| YOUNG MENS CHRISTIAN ASSOC OF GREENWICH | |||||||||
| 50 EAST PUTNAM AVE | GREENWICH | CT | 06830 | 060646976 | 501(C)(3) | $10,000 | $0 | TO SUPPORT GENERAL OPERATIONS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 92 | Total501c3OrgCnt |
| Total Other Org | 4 | 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 MONITORS GRANTEES TO ENSURE THAT GRANT FUNDS ARE USED BY GRANTEE FOR SOCIAL WELFARE PURPOSES, CONSISTENT WITH GRANT AGREEMENT TERMS. MOST GRANTS REQUIRE REGULAR FINANCIAL AND NARRATIVE REPORTING, WHICH IS REVIEWED BY INTERNAL STAFF. GRANTS ARE LIMITED TO SOCIAL WELFARE PURPOSES, TYPICALLY THROUGH GRANT AGREEMENTS, 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
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MMCA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | 35% CONTROLLED ENTITY OF A FAMILY MEMBER OF DIRECTORS | RelationshipDescriptionTxt |
| Transaction | PROGRAM MANAGEMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $760,315,060 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | 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 | TOTAL IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | THE DALIO FAMILY FUND HAS FOUR VOLUNTEER BOARD MEMBERS AND A VOLUNTEER PRESIDENT, TREASURER, AND SECRETARY. |
| FORM 990, PART I, LINE 1: | DESIGNED TO HELP CATALYZE POSITIVE CHANGE AROUND 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, MATTHEW DALIO AND MARK DALIO HAVE A FAMILY RELATIONSHIP. JANINE RACANELLI, LISA SAFIAN AND GRETCHEN WAGNER HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | 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 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), GRETCHEN WAGNER (SECRETARY), 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 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 THE DISINTERESTED MEMBERS OF THE GRANTS COMMITTEE, WHICH HAS BEEN DELEGATED THIS AUTHORITY BY THE BOARD OF DIRECTORS. IF ALL MEMBERS OF THE GRANTS COMMITTEE ARE POTENTIALLY CONFLICTED, THEN THE TRANSACTION MAY BE APPROVED ONLY UPON A VOTE OF A MAJORITY OF THE DISINTERESTED DIRECTORS, OR, IF THERE ARE NO DISINTERESTED DIRECTORS, BY A 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 DECISION-MAKERS, THE COVERED PERSON WILL BE REQUIRED TO EXCUSE HIMSELF OR HERSELF FROM THE VOTE ON THE TRANSACTION. IN ANY EVENT, THE COVERED PERSON 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 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | INVESTMENT & GRANT MANAGEMENT SERVICES: PROGRAM SERVICE EXPENSES 6,082,254. MANAGEMENT AND GENERAL EXPENSES 2,027,418. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,109,672. GRANTEE STRATEGIC ADVISORY SUPPORT: PROGRAM SERVICE EXPENSES 2,085,669. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,085,669. PHILANTHROPIC PROGRAM MANAGEMENT: PROGRAM SERVICE EXPENSES 675,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 675,000. DALIO EDUCATION PUBLIC AWARENESS CAMPAIGN: PROGRAM SERVICE EXPENSES 447,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 447,500. COMMUNICATION AND DIGITAL OUTREACH: PROGRAM SERVICE EXPENSES 565,082. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 565,082. OCEANEXPLORATION STRATEGIC ADVISORY SUPPORT: PROGRAM SERVICE EXPENSES 196,970. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 196,970. WINTER COAT DRIVE: PROGRAM SERVICE EXPENSES 35,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,000. |
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 | |||||||||
| C/O DFO ONE GLENDINNING PLACE STE 1 | WESTPORT | CT | 06880 | 832784115 | A DELAWARE LLC THAT HOLDS INVESTMENTS | DE | $87,903,740 | $1,037,117,047 | DALIO FAMILY FUND INC |
| BRIN LLC | |||||||||
| C/O DFO ONE GLENDINNING PLACE STE 1 | WESTPORT | CT | 06880 | 271328943 | A CONNECTICUT LLC THAT HOLDS INVESTMENTS | CT | $102,724 | $48,629,268 | DALIO FAMILY FUND INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DALIO FOUNDATION INC | |||||||||||||||
| C/O DFO ONE GLENDINNING PLACE STE 1 | WESTPORT | CT | 06880 | 431965846 | GRANTMAKING | CT | 501(C)(3) | PF | DALIO FAMILY FUND INC | Yes (1) | |||||
| OCEANOGRAPHIC RESEARCH & EXPLORATION FDN (& CONTROLLED ENT) | |||||||||||||||
| 1 GLENDINNING PL STE 100 | WESTPORT | CT | 06880 | 830757695 | OCEAN RESEARCH AND EXPLORATION | DE | 501(C)(4) | N/A | DALIO FAMILY FUND INC | Yes (1) | |||||
| CHINA CARE FOUNDATION | |||||||||||||||
| C/O DFO ONE GLENDINNING PLACE STE 1 | WESTPORT | CT | 06880 | 311732062 | GRANTMAKING | CT | 501(C)(3) | PF | DALIO FAMILY FUND INC | Yes (1) | |||||
| ENDLESS NETWORK INC (& SUBSIDIARIES OR CONTROLLED ENTITIES) | |||||||||||||||
| 1 GLENDINNING PL STE 100 | WESTPORT | CT | 06880 | 371967864 | TECH OPPORTUNITY & ACCESS | DE | 501(C)(4) | N/A | DALIO FAMILY FUND INC | Yes (1) | |||||
| DALIO FOUNDATION (SINGAPORE) LTD | |||||||||||||||
| 981768331 | PHILANTHROPY | 501(C)(4) | N/A | DALIO FAMILY FUND INC | Yes (1) | 140 ROBINSON ROAD 16-08 TAHIR BUIL | SINGAPORE | SN | 068907 | SN | |||||
| OCEANX EDUCATION INC | |||||||||||||||
| 37 WEST 39TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | 991603704 | OCEAN CONSERVATION EDUCATION | DE | 501(C)(3) | LINE 7 | OCEANOGRAPHIC RESEARCH & EXPLORATION FDN | Yes (1) | |||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUND HAVEN II LLC (& CONTROLLED ENTITIES) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 GLENDINNING PL STE 100 | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861435255 | EIN |
| Primary Activities | A DELAWARE LLC THAT HOLDS INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALIO FAMILY FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | $190,185 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $82,843,032 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.67000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MP TRUST (& ITS SUBSIDIARIES OR CONTROLLED ENTITIES) | ||||||||||||||
| 140 ROBINSON ROAD 16-08 TAHIR BUIL | SINGAPORE | SN | 068907 | PHILANTHROPIC SUPPORT | JE | N/A | T | 0 | ||||||
| OX SG MEMBER CORP (& ITS SUBSIDIARIES OR CONTROLLED ENTITIES) | ||||||||||||||
| PHILANTHROPIC SUPPORT | N/A | C | 0 | 1 GLENDINNING PL STE 100 | WESTPORT | DE | 06880 | 993916695 | DE | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | Yes (1) | 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 (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ENDLESS NETWORK INC | ||
| B | $4,180,850 | CASH |
| OCEANOGRAPHIC RESEARCH & EXPLORATION FOUNDATION | ||
| B | $26,432,225 | CASH |
| OCEANX EDUCATION INC | ||
| B | $250,000 | CASH |
| SOUND HAVEN II LLC | ||
| B | $1,373,500 | CASH |