2025-11-17T13:46:50-06:00 2024-12-31 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990 2024-01-01 831575536 DALIO FAMILY FUND INC DALI 2032915000 CO DFO ONE GLENDINNING PLACE 100 WESTPORT CT 06880 JANINE RACANELLI PRESIDENT 2032915000 2025-11-17 1 0 MEGAN R RYAN P00737884 4254544919 2025-11-14 2024 2025-03-06 01:10:19Z X JANINE RACANELLI C/O DFO ONE GLENDINNING PLACE 100 WESTPORT CT 06880 1640006000 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 0 45250000 760315060 0 0 24288101 46576980 7000 0 69545101 806892040 167899749 73981225 0 0 0 0 0 0 0 27431270 22922765 195331019 96903990 -125785918 709988050 3239856131 4039494510 20611 11929 3239835520 4039482581 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 (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. 0 0 36827417 33571514 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. 18203195 16643450 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. 15891626 10775647 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. 9751705 8945614 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. 4409496 4045000 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. 14161201 12990614 85083439 0 1 0 0 0 0 0 0 0 1 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 1 1 0 0 0 1 1 1 1 0 1 X 28 0 0 0 1 SN CA DA HK SW UK 0 0 0 0 0 0 X 4 4 1 0 0 0 1 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 PRESIDENT & DIRECTOR 1.00 2.50 X X 0 0 0 BARBARA DALIO DIRECTOR 1.00 1.00 X 0 0 0 MATTHEW DALIO DIRECTOR 1.00 4.50 X 0 0 0 MARK DALIO DIRECTOR 1.00 4.00 X 0 0 0 LISA SAFIAN TREASURER 1.00 1.50 X 0 0 0 GRETCHEN WAGNER SECRETARY 1.00 3.50 X 0 0 0 0 0 0 0 0 0 0 MARINO MANAGEMENT LLC 25 FORD ROAD WESTPORT CT 06880 PRGM MGMT, INV, GRANT SVCS & INV ADVISOR 16217402 BRIDGEWATER PURE ALPHA FUND II LTD ONE NYALA FARMS ROAD WESTPORT CT 06880 INVESTMENT MGMT. FEES 3956042 THE BOSTON CONSULTING GROUP 200 PIER 4 BLVD BOSTON MA 02210 STRATEGIC MANAGEMENT CONSULTING 1298500 ALVAREZ & MARSAL 600 MADISON AVE 8TH FL NEW YORK NY 10022 INVESTMENT CONSULTING 1042542 MMCA INC ONE GLENDINNING PLACE WESTPORT CT 06880 PROGRAM MANAGEMENT 675000 19 760315060 760315060 760315060 40132212 40132212 839558728 833113960 6444768 6444768 6444768 806892040 0 0 46576980 X 40211177 40211177 33770048 33770048 1085817 43275 1042542 80915 80915 8554666 8554666 12114893 10087475 2027418 18191 18191 93513 93513 255127 255127 56444 56444 2350 2350 11124 11124 39174 19587 19587 COAT DRIVE & GIVING PRG 193414 193414 COMMUNITY OUTREACH 147045 147045 GRANTEE WORKSHOPS 140120 140120 FOREIGN TAXES 54584 54584 75388 34549 40839 96903990 85083439 11820551 0 1000 0 38768706 88305072 66405 11124 0 55281 41544087 43550777 3071475295 3799922098 47565226 59437827 40501817 48223455 3239856131 4039494510 20611 11929 20611 11929 X 3239835520 4039482581 3239835520 4039482581 3239856131 4039494510 709988050 89659011 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19680 3337 16343 46725 7787 38938 55281 -12243535 F 2568823312 C PRIVATELY HELD INVESTMENTS 1037117046 F PRIVATELY HELD INVESTMENTS 206225275 C 3799922098 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO CHARITABLE AND SOCIAL WELFARE RECIPIENTS LOCATED IN THE REGION N/A 1450000 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO CHARITABLE AND SOCIAL WELFARE RECIPIENTS LOCATED IN THE REGION N/A 28161058 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO CHARITABLE AND SOCIAL WELFARE RECIPIENTS LOCATED IN THE REGION N/A 2291290 MIDDLE EAST/NORTH AFRICA 0 0 GRANTS TO CHARITABLE AND SOCIAL WELFARE RECIPIENTS LOCATED IN THE REGION N/A 822200 NORTH AMERICA 0 0 GRANTS TO CHARITABLE AND SOCIAL WELFARE RECIPIENTS LOCATED IN THE REGION N/A 355000 SUB-SAHARAN AFRICA 0 0 GRANTS TO CHARITABLE AND SOCIAL WELFARE RECIPIENTS LOCATED IN THE REGION N/A 638000 SOUTH AMERICA 0 0 GRANTS TO CHARITABLE AND SOCIAL WELFARE RECIPIENTS LOCATED IN THE REGION N/A 52500 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 687274206 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS N/A 824240 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT MANAGEMENT FEES N/A 4234118 0 0 0 0 0 0 721044254 5058358 726102612 SUB-SAHARAN AFRICA RESTRICTED TO ADDRESS THE OVERPOPULATION OF ADOPTABLE CATS AND DOGS IN SHELTERS IN GHANA, NAMIBIA, AND UGANDA 3000 WIRE 0 MIDDLE EAST / NORTH AFRICA TO SUPPORT GENERAL OPERATIONS 272200 WIRE 0 EAST ASIA AND THE PACIFIC RESTRICTED TO SUPPORT THE CORAL GARDENERS PROJECT 3000 WIRE 0 EAST ASIA AND THE PACIFIC TO SUPPORT GENERAL OPERATIONS 833333 WIRE 0 EUROPE RESTRICTED TO SUPPORT THE ART OF JAMES CAMERON EXHIBIT 150000 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 75000 WIRE 0 SUB-SAHARAN AFRICA RESTRICTED TO DEVELOPING AND TESTING AN AI COACH FOR FRONTLINE HEALTH WORKERS IN ZIMBABWE 70000 WIRE 0 SUB-SAHARAN AFRICA RESTRICTED TO DEVELOPING DIGITAL SCREENING TOOLS AT THE PRIMARY HEALTHCARE LEVEL IN TANZANIA 150000 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN RESTRICTED TO SUPPORT 2024 HUERTOS PROGRAM 25000 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN RESTRICTED TO PROVIDE GENERAL SUPPORT IN RESPONSE TO THE HUMANITARIAN CRISIS IN CUBA 25000 WIRE 0 EUROPE RESTRICTED TO CONSERVE BIODIVERSITY AND ADAPT TO CLIMATE CHANGE 50000 WIRE 0 EAST ASIA AND THE PACIFIC RESTRICTED TO SUPPORT GIFT OF THE GARDENS PROGRAM 150000 WIRE 0 EAST ASIA AND THE PACIFIC RESTRICTED TO SUPPORT THE CHRISTMAS FESTIVAL SHOW 53000 WIRE 0 SOUTH AMERICA RESTRICTED TO REBUILDING MUSIC SCHOOL IN PARAGUAY 10000 WIRE 0 EUROPE RESTRICTED TO ENHANCING GAME DEVELOPMENT ENVIRONMENT AND STABILIZING CURRENT PLATFORM 100000 WIRE 0 SOUTH AMERICA RESTRICTED TO SUPPORT THE CONSTRUCTION OF AN ORPHANAGE 42500 WIRE 0 NORTH AMERICA RESTRICTED TO SUPPORT MAY COURT HOSPICE 5000 WIRE 0 EUROPE RESTRICTED TO PROVIDING OFFLINE ACCESS TO EDUCATIONAL RESOURCES AND CONTENT 50000 WIRE 0 SUB-SAHARAN AFRICA RESTRICTED TO SUPPORT GAME-BASED LEARNING THROUGH THE GAME UP AFRICA PROGRAM 100000 WIRE 0 EAST ASIA AND THE PACIFIC RESTRICTED TO SUPPORT ARTSCIENCE MUSEUM'S NEXT ARTSCIENCE RESIDENCY CYCLE 50000 WIRE 0 SUB-SAHARAN AFRICA TO SUPPORT GENERAL OPERATIONS 10000 WIRE 0 MIDDLE EAST / NORTH AFRICA RESTRICTED TO IDENTIFICATION AND ENHANCEMENT OF THE WORLD'S MOST HEAT TOLERANT CORALS PROJECT 500000 WIRE 0 EAST ASIA AND THE PACIFIC TO SUPPORT GENERAL OPERATIONS 23000000 WIRE 0 EAST ASIA AND THE PACIFIC RESTRICTED TO SUPPORT OCEANX EDUCATION EVENTS AND MEDIA IN 2025 3432225 WIRE 0 EUROPE RESTRICTED TO SUPPORT MENTAL HEALTH PROGRAMS IN TURKEY 100000 WIRE 0 EAST ASIA AND THE PACIFIC RESTRICTED TO SUPPORT BLUEWATER EDUFEST IN SINGAPORE 38000 WIRE 0 SUB-SAHARAN AFRICA RESTRICTED TO DEVELOPING AFFORDABLE HYPERTENSION CARE FOR LOW-INCOME COMMUNITIES OF NAIROBI 65000 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN TO SUPPORT GENERAL OPERATIONS 1400000 WIRE 0 MIDDLE EAST / NORTH AFRICA RESTRICTED TO TESTING FEASIBILITY OF BUILDING MICRO CLINIC MODEL FOR PROPAGATING HEALTHY BEHAVIORS AROUND DIABETES SELF-MANAGEMENT 50000 WIRE 0 NORTH AMERICA TO SUPPORT GENERAL OPERATIONS 100000 WIRE 0 SUB-SAHARAN AFRICA RESTRICTED TO DESIGN AND DEVELOPMENT OF BIOMETRIC ID SYSTEMS TO IMPROVE QUALITY OF HEALTH SERVICES IN ETHIOPIA 170000 WIRE 0 SUB-SAHARAN AFRICA RESTRICTED TO SUPPORT PHARMACY-FOCUSED ENTERPRISES IN AFRICA 70000 WIRE 0 NORTH AMERICA TO SUPPORT GENERAL OPERATIONS 250000 WIRE 0 EUROPE RESTRICTED TO DEVELOPING DIGITALIZED CLINICAL GUIDELINES THAT WILL STANDARDIZE PATIENT MANAGEMENT AND IMPROVE QUALITY OF CARE 77290 WIRE 0 EUROPE RESTRICTED TO ENSURE OUTREACH AND DISSEMINATION OF RECOMMENDATIONS FROM OCEAN DECADE CONFERENCE. 30000 WIRE 0 EAST ASIA AND THE PACIFIC RESTRICTED TO SUPPORT THE CORAL RESEARCH PROJECT IN MALAYSIA 26500 WIRE 0 EAST ASIA AND THE PACIFIC RESTRICTED TO LIVERIS ACADEMY SCHOLARSHIPS 500000 WIRE 0 EUROPE RESTRICTED TO SUPPORT EFFORTS TO DEVELOP SMART GUIDELINES DIGITAL ADAPTATION KITS FOR COMMUNITY HEALTH 250000 WIRE 0 EUROPE TO SUPPORT GENERAL OPERATIONS 1000000 WIRE 0 EUROPE RESTRICTED TO SUPPORT GIVING TO AMPLIFY EARTH ACTION AND OCEAN ACTION AGENDA BLUE FINANCE WORKSTREAMS 484000 WIRE 0 30 7 1 0 1 1 1 0 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). 1 AMERICAN MONTESSORI SOCIETY INC 211 E 43RD ST 7TH FLOOR 262 NEW YORK NY 10017 060766308 501(C)(3) 5000 0 TO SUPPORT GENERAL OPERATIONS ANTHOLOGY FILM ARCHIVES 32 2ND AVE NEW YORK CITY NY 10003 136227423 501(C)(3) 15000 0 TO SUPPORT GENERAL OPERATIONS APEX FOR YOUTH INC 195 CHRYSTIE STREET 200 NEW YORK NY 10002 133650718 501(C)(3) 25000 0 RESTRICTED TO SUPPORT THE STRATEGIC PLAN PROGRAM AVATAR ALLIANCE FOUNDATION 888 7TH AVE FL 4 NEW YORK NY 10106 274287118 501(C)(3) 1200000 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) 20000 0 TO SUPPORT GENERAL OPERATIONS BLACK GIRLS CODE INC PO BOX 845949 LOS ANGELES CA 900845949 454930539 501(C)(3) 40000 0 RESTRICTED TO SUPPORT GAME-DESIGN SUMMER CAMPS BOY SCOUTS OF AMERICA GREENWICH COUNCIL 63 MASON STREET GREENWICH CT 06830 060646654 501(C)(3) 56400 0 RESTRICTED TO SUPPORT PROGRAM OUTREACH AND ENHANCEMENTS BRIGHAM AND WOMEN'S HOSPITAL INC 75 FRANCIS STREET BOSTON MA 02115 042312909 501(C)(3) 25000 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) 20000 0 TO SUPPORT GENERAL OPERATIONS BRUNSWICK SCHOOL INC 100 MAHER AVENUE GREENWICH CT 06830 060646562 501(C)(3) 400000 0 RESTRICTED TO ENDOWMENT FUND FOR FAIRFIELD SCHOLARS CATALYST CT INC 2470 FAIRFIELD AVENUE BRIDGEPORT CT 06605 061357699 501(C)(3) 554792 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) 750000 0 TO SUPPORT GENERAL OPERATIONS CBIA ECONOMIC GROWTH AND OPPORTUNITY FOUNDATION INC 350 CHURCH ST HARTFORD CT 06103 933453430 501(C)(3) 1000 0 TO SUPPORT GENERAL OPERATIONS CBIA ECONOMIC GROWTH AND OPPORTUNITY FOUNDATION INC 350 CHURCH ST HARTFORD CT 06103 933453430 501(C)(3) 5000 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) 5000 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) 25000 0 RESTRICTED TO SUPPORT THE SEEDVT PROGRAM CHURCH OF ST JEROME 230 ALEXANDER AVENUE BRONX NY 10454 131740204 501(C)(3) 50000 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) 5000 0 TO SUPPORT GENERAL OPERATIONS CODE ORG 801 5TH AVE SUITE 2100 SEATTLE WA 98104 460858543 501(C)(3) 20000 0 TO SUPPORT GENERAL OPERATIONS COMMUNITY FOUNDATION FOR GREATER NEW HAVEN 70 AUDUBON STREET NEW HAVEN CT 06510 066032106 501(C)(3) 250000 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) 3500 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 121-C985 CHICAGO IL 60604 270115816 501(C)(3) 20000 0 TO SUPPORT GENERAL OPERATIONS CONNECTICUT HUMANITIES COUNCIL 100 RIVERVIEW CENTER SUITE 290 MIDDLETOWN CT 06457 060902244 501(C)(3) 100000 0 RESTRICTED TO SUPPORT CT COMMISSION PROJECT CONNECTICUT NEWS PROJECT INC 1049 ASYLUM AVENUE HARTFORD CT 06105 270583046 501(C)(3) 100000 0 TO SUPPORT GENERAL OPERATIONS CONNECTICUT RISE NETWORK INC 700 STATE STREET SUITE 301 NEW HAVEN CT 06511 814104274 501(C)(3) 2000000 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) 20000 0 TO SUPPORT GENERAL OPERATIONS DIG & SCOOP LLC 285 QUAKER LANE SOUTH WEST HARTFORD CT 061192220 922878475 20000 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) 25000 0 TO SUPPORT GENERAL OPERATIONS ENDLESS OS FOUNDATION LLC 1 GLENDINNING PLACE WESTPORT CT 06880 844822119 501(C)(4) 4180850 0 TO SUPPORT GENERAL OPERATIONS FAIR FOOD NETWORK 1442 BRUSH ST THIRD FLOOR DETROIT MI 48226 264143394 501(C)(3) 175000 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) 10000 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) 50000 0 RESTRICTED TO SUPPORT BAND CENTRAL FILM FORUM INC 209 W HOUSTON ST NEW YORK NY 10014 510175953 501(C)(3) 30000 0 TO SUPPORT GENERAL OPERATIONS FORGE CITY WORKS 227 LAWRENCE STREET HARTFORD CT 06106 261412551 501(C)(3) 760000 0 TO SUPPORT GENERAL OPERATIONS FRIENDS OF CARITAS CUBANA CORPORATION 81 WASHINGTON AVE CAMBRIDGE MA 02140 203023256 501(C)(3) 10000 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) 82500 0 TO SUPPORT GENERAL OPERATIONS GAMES FOR CHANGE INC 6 E 43RD ST FL 15 NEW YORK NY 10017 262623362 501(C)(3) 950000 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) 20000 0 TO SUPPORT GENERAL OPERATIONS GNOME FOUNDATION INC 117 21C ORINDA WAY ORINDA CA 94563 043572618 501(C)(3) 25000 0 RESTRICTED TO SUPPORT THE 2024 GUADEC CONFERENCE GNOME FOUNDATION INC 117 21C ORINDA WAY ORINDA CA 94563 043572618 501(C)(3) 250000 0 RESTRICTED TO 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DRUM AND DANCE GROUP 54 BURTON ST HARTFORD CT 06112 471785315 501(C)(3) 2000 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) 10000 0 TO SUPPORT GENERAL OPERATIONS HENRY M PAULSON JR INSTITUTE 625 N MICHIGAN AVE STE 2500 CHICAGO IL 60611 452430087 4942(J)(3) 500000 0 TO SUPPORT GENERAL OPERATIONS HIGHER EDUCATION VIDEO GAME ALLIANCE 1015 15TH ST NW WASHINGTON DC 20005 475563763 4947(A)(1) 50000 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) 15000 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) 5000 0 TO 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KAY JAMISON'S MOOD DISORDER PROGRAM JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY LLC 11100 JOHNS HOPKINS ROAD LAUREL MD 20723 520595111 501(C)(3) 519789 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) 35200 0 RESTRICTED TO SUPPORT THE COMMUNITY CODERS PROGRAM KODE WITH KLOSSY INC 632 BROADWAY SUITE 601 NEW YORK NY 10012 833160675 501(C)(3) 20000 0 TO SUPPORT GENERAL OPERATIONS LEMONS FOUNDATION 1280 FAIRWAY ST STE 100 BOWLING GREEN KY 42103 881588990 501(C)(3) 20000 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) 750000 0 TO SUPPORT GENERAL OPERATIONS MAYO CLINIC 200 1ST ST SW ROCHESTER MN 55905 416011702 501(C)(3) 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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. MMCA INC 35% CONTROLLED ENTITY OF A FAMILY MEMBER OF DIRECTORS PROGRAM MANAGEMENT 0 X 3 760315060 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): TOTAL IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. 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. 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