Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
A For the 2020 calendar year, or tax year beginning 01-01-2020 , and ending 12-31-2020
BCheck if applicable:
CName of organization
DALIO FAMILY FUND INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
ONE GLENDINNING PLACE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WESTPORT, CT06880
D Employer identification number

83-1575536
E Telephone number

G Gross receipts $ 1,666,205,742
F Name and address of principal officer:
JANINE RACANELLI
ONE GLENDINNING PLACE
WESTPORT,CT06880
I
Tax-exempt status: ( 4 ) LeftBullet (insert no.) or
J
Website:MediumBullet
N/A
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 2018
M State of legal domicile: DE
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO FOSTER, SUPPORT, PROMOTE AND CONDUCT PROGRAMS, PROJECTS AND ACTIVITIES (SEE SCHEDULE O)
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 3
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 3
5 Total number of individuals employed in calendar year 2020 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 6
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 3,144,268,904 330,281,554
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -89,298,309 173,828,574
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 125
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 3,054,970,595 504,110,253
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 33,879,950 110,107,033
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,618,453 8,631,141
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 37,498,403 118,738,174
19 Revenue less expenses. Subtract line 18 from line 12....... 3,017,472,192 385,372,079
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 3,059,403,198 3,501,956,477
21 Total liabilities (Part X, line 26)............. 1,937 34,000
22 Net assets or fund balances. Subtract line 21 from line 20..... 3,059,401,261 3,501,922,477
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2020)
Form 990 (2020)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: DALIO FAMILY FUND IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE PROMOTION OF SOCIAL WELFARE. SPECIFICALLY THE FUND WILL WORK TO FOSTER, SUPPORT, PROMOTE AND CONDUCT PROGRAMS, PROJECTS AND ACTIVITIES DESIGNED TO BENEFIT, SUSTAIN AND IMPROVE DIVERSE AND UNDERSERVED COMMUNITIES THROUGHOUT THE WORLD, INCLUDING IN THE AREAS OF EDUCATION, ENVIRONMENTAL PROTECTION, OCEANIC EXPLORATION AND AWARENESS, HEALTHCARE, CHILD WELFARE, ECONOMIC EMPOWERMENT, AND THE ARTS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 53,684,999 including grants of $ 51,237,521 ) (Revenue $   )
PROVIDING GRANTS TO SUPPORT AND DIRECTLY CONDUCTING ACTIVITIES THAT PROVIDE TECHNOLOGY ACCESS, EDUCATIONAL AND ARTS AND CULTURAL OPPORTUNITIES PREDOMINANTLY FOR CHILDREN IN UNDERSERVED OR DISTRESSED COMMUNITIES.
4b (Code:   ) (Expenses $ 14,099,343 including grants of $ 13,710,000 ) (Revenue $   )
DEVELOP RESEARCH INTO MENTAL ILLNESS AND MENTAL HEALTH SUPPORT PREDOMINANTLY FOR OVERLOOKED AND UNDERSERVED POPULATIONS, INCLUDING INNER-CITY SCHOOLCHILDREN AND VETERANS.
4c (Code:   ) (Expenses $ 13,394,890 including grants of $ 13,025,000 ) (Revenue $   )
SUPPORT MICROFINANCE AND OTHER FINANCIAL INCLUSION INITIATIVES THAT SEEK TO STRENGTHEN DISADVANTAGED COMMUNITIES IN THE UNITED STATES AND WORLDWIDE.
(Code:   ) (Expenses $ 12,128,109 including grants of $ 11,793,200 ) (Revenue $   )
TO PROVIDE FINANCIAL RELIEF AND SUPPORT TO VARIOUS COMMUNITY ORGANIZATIONS DURING THE COVID PANDEMIC.
(Code:   ) (Expenses $ 9,107,972 including grants of $ 8,856,462 ) (Revenue $   )
FOSTER AND PROMOTE DEEPER PUBLIC KNOWLEDGE AND GENERAL ENVIRONMENTAL AWARENESS WITH PARTICULAR FOCUS ON OCEANIC RESEARCH AND EXPLORATION ACTIVITIES INTENDED TO ASSIST AND PRESERVE DISTRESSED OCEAN-DEPENDENT COMMUNITIES AS WELL AS PROTECT AND UNLOCK THE SCIENTIFIC MYSTERIES OF THE EARTH'S OCEANS.
(Code:   ) (Expenses $ 7,594,569 including grants of $ 7,384,850 ) (Revenue $   )
OTHER GRANTS THAT SUPPORT OUR SOCIAL WELFARE INITIATIVE.
(Code:   ) (Expenses $ 4,216,434 including grants of $ 4,100,000 ) (Revenue $   )
FOSTER CHILD WELFARE AND CAPACITY BUILDING PROGRAMS IN DISTRESSED COMMUNITIES WORLDWIDE, TO HELP THESE COMMUNITIES REBUILD AND ACHIEVE SELF-SUFFICIENCY AND THEREBY ENSURE THAT IMPOVERISHED CHILDREN IN SUCH COMMUNITIES CAN SURVIVE AND THRIVE.
4d Other program services (Describe in Schedule O.)
(Expenses $ 33,047,084 including grants of $ 32,134,512 ) (Revenue $   )
4e Total program service expensesMediumBullet114,226,316
Form 990 (2020)
Form 990 (2020)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2020)
Form 990 (2020)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J.......................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
4
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2020)
Form 990 (2020)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2020)
Form 990 (2020)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
3
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
3
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletLISA SAFIANONE GLENDINNING PLACE   WESTPORT,CT06880 (203) 291-5000
Form 990 (2020)
Form 990 (2020)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) JANINE RACANELLI......................................................................
DIRECTOR, PRESIDENT
1.50
.................
2.50
X   X       0 0 0
(2) BARBARA DALIO......................................................................
DIRECTOR
20.00
.................
20.00
X           0 0 0
(3) MATTHEW DALIO......................................................................
DIRECTOR
0.50
.................
1.50
X           0 0 0
(4) DEVON DALIO......................................................................
DIRECTOR (THROUGH 12/17/20)
0.50
.................
1.50
X           0 0 0
(5) LISA SAFIAN......................................................................
TREASURER
0.50
.................
1.50
    X       0 0 0
(6) GRETCHEN WAGNER......................................................................
SECRETARY
0.50
.................
0.00
    X       0 0 0






















Form 990 (2020)
Form 990 (2020)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 0 0 0
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
MARINO MANAGEMENT

1 GLENDINNING PLACE
WESTPORT,CT06880
PRGM MGMT, INV, GRANT SVCS 4,214,641
BULLY PULPIT INTERACTIVE LLC

1445 NEW YORK AVE NW 5TH FLOOR
WASHINGTON,DC20005
EDUCATION INITIATIVE CONSULTING 603,210
OGLETREE DEAKINS NASH SMOAK & STEWART PC

50 INTL DRIVE
GREENVILLE,SC29615
LEGAL EXPENSES 231,025
BELL CREEK CONSULTING LLC

100 7TH ST NE
WASHINGTON,DC20002
EDUCATION INITIATIVE CONSULTING 204,509
PATTERSON BELKNAP WEBB & TYLER LLP

1133 AVENUE OF THE AMERICAS
NEW YORK,NY10036
SOCIAL WELFARE INITIATIVE LEGAL EXPENSES 177,877
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet6
Form 990 (2020)
Form 990 (2020)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 330,281,554
g Noncash contributions included in lines 1a - 1f:$ 1g 330,281,554
h Total. Add lines 1a-1f.......MediumBullet 330,281,554
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet  
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 31,854,413     31,854,413
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   1,304,069,650 7a
b Less: cost or other basis and sales expenses   1,162,095,489 7b
c Gain or (loss)   141,974,161 7c
d Net gain or (loss).........MediumBullet 141,974,161     141,974,161
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a REIMBURSEMENTS 900099 125     125
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 125
12 Total revenue. See instructions.....MediumBullet 504,110,253 0 0 173,828,699
Form 990 (2020)
Form 990 (2020)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 88,373,653 88,373,653
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 21,733,380 21,733,380
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ...........        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........        
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits .......        
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ...... 3,183,179 2,387,384 795,795  
b Legal ......... 736,798 736,798    
c Accounting ........... 64,881   64,881  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 3,603,988   3,603,988  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 992,410 992,410    
12 Advertising and promotion ....        
13 Office expenses ....... 18,079 2,691 15,388  
14 Information technology ...... 986   986  
15 Royalties ..        
16 Occupancy ...........        
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 3,254   3,254  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..        
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a FOREIGN TAXES 23,571   23,571  
b UNRELATED BUS. INC. TAX 3,995   3,995  
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 118,738,174 114,226,316 4,511,858 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2020)
Form 990 (2020)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 54,500 1 1,000
2 Savings and temporary cash investments ......... 56,462,967 2 109,892,506
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net .............   4  
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 2,500,000 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 50,000
b Less: accumulated depreciation 10b 0 0 10c 50,000
11 Investments—publicly traded securities . 35,441,704 11 76,894,825
12 Investments—other securities. See Part IV, line 11 ..... 2,947,320,152 12 3,285,266,711
13 Investments—program-related. See Part IV, line 11 .. 0 13 5,999,994
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 17,623,875 15 23,851,441
16 Total assets. Add lines 1 through 15 (must equal line 33)... 3,059,403,198 16 3,501,956,477
Liabilities 17 Accounts payable and accrued expenses ..... 1,937 17 34,000
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D   25  
26 Total liabilities. Add lines 17 through 25.. 1,937 26 34,000
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 3,059,401,261 27 3,501,922,477
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 3,059,401,261 32 3,501,922,477
33 Total liabilities and net assets/fund balances ........ 3,059,403,198 33 3,501,956,477
Form 990 (2020)
Form 990 (2020)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
504,110,253
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
118,738,174
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
385,372,079
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
3,059,401,261
5
Net unrealized gains (losses) on investments ...............
5
57,149,137
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
3,501,922,477
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990: MODIFIED CASH
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
 
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2020)
Form 990 (2020)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Name of the organization
DALIO FAMILY FUND INC
 
Employer identification number

83-1575536
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
Name of organization
DALIO FAMILY FUND INC
 
Employer identification number
83-1575536
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page 3
Name of organization
DALIO FAMILY FUND INC
 
Employer identification number

83-1575536
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page 4
Name of organization
DALIO FAMILY FUND INC
 
Employer identification number

83-1575536
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
DALIO FAMILY FUND INC
 
Employer identification number

83-1575536
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .......................
3a(i)
 
 
(ii) Related organizations .......................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....   50,000   50,000
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 50,000
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives......... 14,208,711 F
(2) Closely-held equity interests........ 1,803,715,281 C
(3) Other
(A) PRIVATELY HELD INVESTMENTS
1,467,342,719 F
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 3,285,266,711
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D (Form 990) 2020


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
DALIO FAMILY FUND INC
 
Employer identification number

83-1575536
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION N/A 8,240,800
EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION N/A 10,050,000
NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION N/A 2,170,000
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 1,080,832,089
SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION N/A 1,272,580
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 1,102,565,469
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 1,102,565,469
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2020
Schedule F (Form 990) 2020
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
EUROPE (INCLUDING ICELAND AND GREENLAND) TO SUPPORT GENERAL OPERATIONS 1,765,800 WIRE      
EAST ASIA AND THE PACIFIC RESTRICTED TO SUPPORT SOCIAL WELFARE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ACTIVITIES 380,000 WIRE      
EAST ASIA AND THE PACIFIC RESTRICTED TO PROVIDE ENDOWMENT SUPPORT TO THE CDRF 3,670,000 WIRE      
SUB-SAHARAN AFRICA RESTRICTED TO CREATE AND DEPLOY NON-INVASIVE BIO-LOGGING TRACKERS ON INSHORE BRYDE'S WHALES 62,580 WIRE      
SOUTH ASIA RESTRICTED TO PROVIDING SUPPORT TO STUDENTS WITH SPECIAL EDUCATIONAL NEEDS 500,000 WIRE      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESTRICTED TO SUPPORT MENTAL HEALTH, VICTIMS OF VIOLENCE, AND TO IMPROVE RESILIENCE IN THE POST-EMERGENCY PHASE 5,000,000 WIRE      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESTRICTED TO SUPPORT COVID-19 MEDICAL CARE AND RESEARCH IN THREE ITALIAN HOSPITALS 100,000 WIRE      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESTRICTED TO BUILD A ZIM FARM TO ENABLE AUTOMATIC UPDATE OFFLINE EDUCATIONAL AND CULTURAL CONTENT FOR PEOPLE WITHOUT INTERNET ACCESS 25,000 WIRE      
SOUTH ASIA RESTRICTED TO I'MABLE COLLECTIVE PROGRAM TO PROVIDE AN ALTERNATIVE REVENUE STREAM FOR NON-PROFIT ORGANIZATIONS SERVING PERSONS WITH DISABILITIES 500,000 WIRE      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESTRICTED TO SUPPORT CHILDREN PROTECTION PROGRAMS 15,000 WIRE      
SOUTH ASIA RESTRICTED TO THE DALIO SUSTAINABLE INVESTMENT FUND 5,000,000 WIRE      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESTRICTED TO WCCM'S RESOURCE DEVELOPMENT FUND 250,000 WIRE      
SUB-SAHARAN AFRICA RESTRICTED TO SUPPORT EOSF'S DEVELOPMENT & DEPLOYMENT OF USB KEYS PROVIDED WITH CONTENT EMBEDDED TO INDIVIDUALS WITHOUT CONSISTENT INTERNET ACCESS 110,000 WIRE      
NORTH AMERICA TO PROVIDE GENERAL SUPPORT TO THE ENDLESS OS FOUNDATION IN ITS EFFORTS TO INCREASE ACCESS TO TECHNOLOGY AND EDUCATIONAL OPPORTUNITIES FOR YOUTH AROUND THE WORLD 1,085,000 WIRE      
EUROPE (INCLUDING ICELAND AND GREENLAND) TO PROVIDE GENERAL SUPPORT TO THE ENDLESS OS FOUNDATION IN ITS EFFORTS TO INCREASE ACCESS TO TECHNOLOGY AND EDUCATIONAL OPPORTUNITIES FOR YOUTH AROUND THE WORLD 2,170,000 WIRE      
SUB-SAHARAN AFRICA TO PROVIDE GENERAL SUPPORT TO THE ENDLESS OS FOUNDATION IN ITS EFFORTS TO INCREASE ACCESS TO TECHNOLOGY AND EDUCATIONAL OPPORTUNITIES FOR YOUTH AROUND THE WORLD 1,085,000 WIRE      
SUB-SAHARAN AFRICA RESTRICTED TO SUPPORT THE AKASHINGA PROGRAM 15,000 WIRE      
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
13
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2020
Schedule F (Form 990) 2020Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2020
Schedule F (Form 990) 2020
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2020
Schedule F (Form 990) 2020
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART I, LINE 2: DALIO FAMILY FUND, INC. ACTIVELY ENGAGES WITH GRANTEES BOTH BEFORE AND AFTER GRANT FUNDS ARE PAID TO ENSURE THAT GRANT FUNDS WILL BE USED BY GRANTEE FOR SOCIAL WELFARE PURPOSES. MOST GRANTS REQUIRE REGULAR FINANCIAL AND NARRATIVE REPORTING, WHICH IS REVIEWED BY GRANT COORDINATORS AND PHILANTHROPY MANAGEMENT. GRANTS ARE LIMITED TO SOCIAL WELFARE PURPOSES, TYPICALLY THROUGH GRANT AGREEMENT WHERE THE USE OF FUNDS IS EXPRESSLY LIMITED TO 501(C)(4) PURPOSES AND FUNDS MUST BE RETURNED IF THEY ARE USED FOR OTHER PURPOSES.
PART III ACCOUNTING METHOD:  
SCHEDULE F, PART IV, LINE 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 F (Form 990) 2020
Additional Data


Software ID:  
Software Version:  




Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
DALIO FAMILY FUND INC
 
Employer identification number
83-1575536
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) ACTION FOR MANTAS
167 DEL MAR SHORES TER
SOLANA BEACH,CA92075
81-1005011 501(C)(3) 15,000       TO SUPPORT GENERAL OPERATIONS
(2) ACTIVE MINDS INC
2001 S STREET NW SUITE 630
WASHINGTON,DC20009
20-0587172 501(C)(3) 25,000       TO SUPPORT GENERAL OPERATIONS
(3) ACUMEN FUND INC
40 WORTH STREET SUITE 303
NEW YORK,NY10013
13-4166228 501(C)(3) 1,000,000       RESTRICTED TO SUPPORT AN EARLY-STAGE PHILANTHROPIC VENTURE FUND INVESTING IN IMPROVING THE LIVES OF LOW-INCOME AMERICANS
(4) AFRICAN AMERICAN POLICY FORUM
C/O AG ASSOCIATES 13816 CEDAR ROAD
UNIVERSITY HEIGHTS,OH44118
06-1597874 501(C)(3) 15,000       RESTRICTED TO SUPPORT THE "SAY HER NAME" CAMPAIGN
(5) ALL OUR KIN INC
PO BOX 8477
NEW HAVEN,CT06530
06-1539280 501(C)(3) 125,000       TO SUPPORT GENERAL OPERATIONS
(6) ALZHEIMER'S DRUG DISCOVERY FOUNDATION
57 WEST 57TH STREET SUITE 904
NEW YORK,NY10019
20-1082179 501(C)(3) 25,000       RESTRICTED TO SUPPORT PROJECT TO END ALZHEIMER'S DISEASE
(7) AMERICAN NATIONAL RED CROSS
431 18TH ST NW
WASHINGTON,DC20006
53-0196605 501(C)(3) 10,000       RESTRICTED TO SUPPORT THE RED CROSS NORTHWEST RESPONSE FUND
(8) AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
520 EIGHTH AVENUE 7TH FLOOR
NEW YORK,NY10018
13-1623829 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(9) ARIZONA FOOD BANK NETWORK
340 E CORONADO ROAD SUITE 400
PHOENIX,AZ85004
86-0507679 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(10) ARIZONA HUMANE SOCIETY
1521 W DOBBINS ROAD
PHOENIX,AZ85041
86-0135567 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(11) ARKANSAS FOODBANK
4301 WEST 65TH STREET
LITTLE ROCK,AR72209
71-0596734 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(12) ARTHUR MILLER FOUNDATION
56 W 12TH ST APT 2
NEW YORK,NY10011
22-3661214 501(C)(3) 37,500       RESTRICTED TO SUPPORT THE ARTHUR MILLER FOUNDATION FELLOWS PROGRAM
(13) ATLANTA HUMANE SOCIETY & SOCIETY FOR PREVENTION OF CRUELTY TO ANIMALS
981 HOWELL MILL RD NW
ATLANTA,GA30318
58-0685900 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(14) BANCO DE ALIMENTOS PUERTO RICO INC
PO BOX 2989
BAYAMON,PR00960
66-0444882 501(C)(3) 5,000       TO SUPPORT GENERAL OPERATIONS
(15) BOY SCOUTS OF AMERICA
63 MASON STREET
GREENWICH,CT06830
06-0646654 501(C)(3) 10,000       RESTRICTED TO SUPPORT TROOP #37
(16) BOY SCOUTS OF AMERICA
63 MASON STREET
GREENWICH,CT06830
06-0646654 501(C)(3) 120,000       RESTRICTED TO SUPPORT 2020 SCOUT PROGRAMS AND EVENTS
(17) BRIDGEPORT PUBLIC EDUCATION FUND INC
446 UNIVERSITY AVENUE
BRIDGEPORT,CT06604
06-1379383 501(C)(3) 5,000       RESTRICTED TO SUPPORT THE COMMUNITY SYMPOSIUM AND GENERAL OPERATIONS
(18) BRIGHT FUNDS FOUNDATION
PO BOX 53125
SAN JOSE,CA95153
46-2109112 501(C)(3) 2,000       TO SUPPORT GENERAL OPERATIONS
(19) BRUNSWICK SCHOOL INC
100 MAHER AVENUE
GREENWICH,CT06830
06-0646562 501(C)(3) 400,000       RESTRICTED TO ENDOWMENT FUND FOR FAIRFIELD SCHOLARS
(20) CALIFORNIA ASSOCIATION OF FOOD BANKS
1624 FRANKLIN ST STE 722
OAKLAND,CA94612
68-0392816 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(21) CAPITOL REGION EDUCATION COUNCIL
111 CHARTER OAK AVE
HARTFORD,CT06106
06-0853106 GOVERNMENT 3,000,000       RESTRICTED TO PROJECT 26 TO PROVIDE, THROUGH LICENSED PROVIDERS, CHILDCARE FOR APPROXIMATELY 1,066 CHILDREN OF HOSPITAL WORKERS IN CLOSE COORDINATION WITH THE STATE OF CONNECTICUT
(22) CAREERS THROUGH CULINARY ARTS PROGRAM INC
505 EIGHTH AVENUE SUITE 1400
NEW YORK,NY10018
13-3662917 501(C)(3) 100,000       TO SUPPORT GENERAL OPERATIONS
(23) CAROLINE HOUSE INC
574 STILLMAN STREET
BRIDGEPORT,CT06608
06-1455101 501(C)(3) 20,000       TO SUPPORT GENERAL OPERATIONS
(24) CARVER FOUNDATION OF NORWALK INC
7 ACADEMY STREET
NORWALK,CT06850
06-0862072 501(C)(3) 200,000       RESTRICTED TO SUPPORT 2020-2021 YOUTH PROGRAMMING
(25) CARVER FOUNDATION OF NORWALK INC
7 ACADEMY STREET
NORWALK,CT06850
06-0862072 501(C)(3) 200,000       RESTRICTED TO SUPPORT ONGOING YOUTH PROGRAMMING DURING THE 2020-21 ACADEMIC YEAR
(26) CARVER FOUNDATION OF NORWALK INC
7 ACADEMY STREET
NORWALK,CT06850
06-0862072 501(C)(3) 50,000       TO SUPPORT GENERAL OPERATIONS
(27) CARVER FOUNDATION OF NORWALK INC
7 ACADEMY STREET
NORWALK,CT06850
06-0862072 501(C)(3) 50,000       RESTRICTED TO SUPPORT COMMUNITY FAMILIES AND PART-TIME STAFF IN RESPONSE TO COVID-19
(28) CATHOLIC MEDICAL MISSION BOARD INC
100 WALL STREET FLOOR 9
NEW YORK,NY10005
13-5602319 501(C)(3) 15,000       TO SUPPORT GENERAL OPERATIONS
(29) CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVE NW
WASHINGTON,DC20036
52-1501082 501(C)(3) 100,000       TO SUPPORT GENERAL OPERATIONS
(30) CHAMINADE DEVELOPMENT FUND INC
JACKSON AVENUE AND EMORY ROAD
MINEOLA,NY11501
23-7069462 501(C)(3) 10,000       RESTRICTED TO SUPPORT THE MOE BETTER BLUES MARINO DALLOLIO MUSIC SCHOLARSHIP FUND
(31) CHAMINADE DEVELOPMENT FUND INC
JACKSON AVENUE AND EMORY ROAD
MINEOLA,NY11501
23-7069462 501(C)(3) 10,000       RESTRICTED TO SUPPORT THE MOE BETTER BLUES MARINO DALLOLIO MUSIC SCHOLARSHIP FUND
(32) CHAMINADE DEVELOPMENT FUND INC
JACKSON AVENUE AND EMORY ROAD
MINEOLA,NY11501
23-7069462 501(C)(3) 10,000       RESTRICTED TO SUPPORT THE MOE BETTER BLUES MARINO DALLOLIO MUSIC SCHOLARSHIP FUND
(33) CHAMINADE DEVELOPMENT FUND INC
JACKSON AVENUE AND EMORY ROAD
MINEOLA,NY11501
23-7069462 501(C)(3) 10,000       RESTRICTED TO SUPPORT THE MOE BETTER BLUES MARINO DALLOLIO MUSIC SCHOLARSHIP FUND
(34) CHRISTIAN HERALD ASSN INC
355 LEXINGTON AVE FLOOR 19
NEW YORK,NY10017
13-1617086 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(35) CHRISTIAN HERALD ASSN INC
355 LEXINGTON AVE FLOOR 19
NEW YORK,NY10017
13-1617086 501(C)(3) 50,000       TO SUPPORT GENERAL OPERATIONS
(36) CITY HARVEST INC
6 EAST 32ND STREET 5TH FLOOR
NEW YORK,NY10016
13-3170676 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(37) CITY LORE INC
56 E 1ST ST
NEW YORK,NY10003
11-2740189 501(C)(3) 201,600       RESTRICTED TO SUPPORT CHESS FORUM
(38) CITY OF HARTFORD
OFFICE OF THE MAYOR 550 MAIN STREET
ROOM 200
HARTFORD,CT06103
GOVERNMENT 1,500,000       RESTRICTED TO SUPPORT HARTFORD'S BROADBAND EXPANSION PLAN
(39) CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED
93 EDWARDS STREET
NEW HAVEN,CT06511
06-0646757 501(C)(3) 365,000       RESTRICTED TO PROVIDING MENTAL HEALTH SERVICES FOR STUDENTS AND THEIR FAMILIES DURING THE 2019-20 ACADEMIC YEAR
(40) CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED
93 EDWARDS STREET
NEW HAVEN,CT06511
06-0646757 501(C)(3) 482,500       RESTRICTED TO ADVANCEMENT OF PROJECT SOAR.
(41) COMMON SENSE MEDIA
699 8TH STREET SUITE C150
SAN FRANCISCO,CA94103
41-2024986 501(C)(3) 300,000       RESTRICTED TO DEVELOP EDUCATIONAL CONTENT AND RESOURCES THAT IS ACCESSIBLE TO FAMILIES, SCHOOLS AND STUDENTS WITHOUT INTERNET CONNECTIVITY
(42) COMMUNITY ACCESS INC
17 BATTERY PLACE SUITE 1326
NEW YORK,NY10004
23-7399839 501(C)(3) 15,000       RESTRICTED TO SUPPORT COVID-19 RESPONSE
(43) COMMUNITY FOOD BANK OF CENTRAL ALABAMA
107 WALTER DAVIS DRIVE
BIRMINGHAM,AL35209
63-0837956 501(C)(3) 5,000       TO SUPPORT GENERAL OPERATIONS
(44) COMMUNITY FOUNDATION OF EASTERN CONNECTICUT
68 FEDERAL STREET
NEW LONDON,CT06320
06-1080097 501(C)(3) 10,000       RESTRICTED TO HELP NEW LONDON FAMILIES SECURE BASIC NEEDS
(45) COMPASS YOUTH COLLABORATIVE INC
55 AIRPORT RD STE 201
HARTFORD,CT06114
31-1768549 501(C)(3) 500,000       RESTRICTED TO GENERAL OPERATING SUPPORT AND CAPACITY BUILDING THROUGH THE CT OPPORTUNITY PROJECT
(46) COMPASS YOUTH COLLABORATIVE INC
55 AIRPORT RD STE 201
HARTFORD,CT06114
31-1768549 501(C)(3) 100,000       RESTRICTED TO SUPPORT COVID-19 RELIEF EFFORTS
(47) COMPUTER SCIENCE TEACHERS ASSOCIATION LLC
200 E RANDOLPH STREET SUITE 200
CHICAGO,IL60601
27-0115816 501(C)(3) 25,000       TO SUPPORT GENERAL OPERATIONS
(48) CONNECTICUT CENTER FOR ARTS & TECHNOLOGY INC
4 SCIENCE PARK
NEW HAVEN,CT06511
45-1257955 501(C)(3) 100,000       RESTRICTED TO SUPPORT THE SAFE SPACE ACADEMIC SUPPORT PROGRAM
(49) CONNECTICUT CENTER FOR ARTS & TECHNOLOGY INC
4 SCIENCE PARK
NEW HAVEN,CT06511
45-1257955 501(C)(3) 60,000       RESTRICTED TO SUPPORT THE SAFE SPACE ACADEMIC SUPPORT PROGRAM
(50) CONNECTICUT CENTER FOR ARTS & TECHNOLOGY INC
4 SCIENCE PARK
NEW HAVEN,CT06511
45-1257955 501(C)(3) 300,000       RESTRICTED TO SUPPORT CONNCAT'S CRISIS RELIEF FUND WHICH SUPPORTS FAMILIES SEVERELY IMPACTED BY THE COVID-19 PANDEMIC
(51) CONNECTICUT FOOD BANK INC
2 RESEARCH PARKWAY
WALLINGFORD,CT06492
06-1063025 501(C)(3) 500,000       RESTRICTED TO SUSTAIN INCREASED LEVEL OF DISTRIBUTION IN CT OVER THE NEXT THREE MONTHS
(52) CONNECTICUT RISE NETWORK INC
700 STATE STREET SUITE 301
NEW HAVEN,CT06511
81-4104274 501(C)(3) 1,950,000       TO SUPPORT GENERAL OPERATIONS
(53) CONNECTICUT RISE NETWORK INC
700 STATE STREET SUITE 301
NEW HAVEN,CT06511
81-4104274 501(C)(3) 1,600,000       TO SUPPORT GENERAL OPERATIONS
(54) CONNECTICUT TEACHER OF THE YEAR COUNCIL INC
771 SHENNECOSSETT RD
GROTON,CT06340
27-2498234 501(C)(3) 50,000       RESTRICTED FOR TEACHER OF THE YEAR CELEBRATION AND THE EMPOWERED LEAD SYMPOSIUM
(55) CONNECTICUT TEACHER OF THE YEAR COUNCIL INC
771 SHENNECOSSETT RD
GROTON,CT06340
27-2498234 501(C)(3) 20,000       RESTRICTED TO 2020 TEACHER OF THE YEAR CEREMONY, 2020 EMPOWERED TO LEAD SYMPOSIUM AND CT TEACHER OF THE YEAR COUNCIL
(56) DENVER FILM SOCIETY
1510 YORK 3RD FLOOR
DENVER,CO80206
84-0771070 501(C)(3) 30,000       RESTRICTED TO SUPPORT EXPOSURE LABS
(57) DEPRESSION AND BIPOLAR SUPPORT ALLIANCE
55 E JACKSON BLVD STE 490
CHICAGO,IL60604
36-3379124 501(C)(3) 25,000       TO SUPPORT GENERAL OPERATIONS
(58) DESDAS GRATE INC
192 MAYFLOWER AVENUE
NEW ROCHELLE,NY10801
13-4076730 501(C)(3) 7,130       RESTRICTED TO SUPPORT SUMMER CAMP PROGRAM
(59) DIDI HIRSCH PSYCHIATRIC SERVICE
4760 S SEPULVEDA BLVD
CULVER CITY,CA90230
95-1816023 501(C)(3) 50,000       TO SUPPORT GENERAL OPERATIONS
(60) DIRECT RELIEF
6100 WALLACE BECKNELL ROAD
SANTA BARBARA,CA93117
95-1831116 501(C)(3) 50,000       RESTRICTED TO SUPPORT TEAM LOVE DANCEATHON
(61) DOMUS KIDS INC
83 LOCKWOOD AVE
STAMFORD,CT06902
06-0891998 501(C)(3) 500,000       TO SUPPORT GENERAL OPERATIONS
(62) DOMUS KIDS INC
83 LOCKWOOD AVE
STAMFORD,CT06902
06-0891998 501(C)(3) 500,000       TO SUPPORT GENERAL OPERATIONS
(63) DOMUS KIDS INC
83 LOCKWOOD AVE
STAMFORD,CT06902
06-0891998 501(C)(3) 100,000       RESTRICTED TO SUPPORT COVID-19 RELIEF EFFORTS
(64) DONORSCHOOSEORG
134 W 37TH ST FLOOR 11
NEW YORK,NY10018
13-4129457 501(C)(3) 150,000       RESTRICTED TO SUPPORT RISE EDUCATOR INNOVATION FUND IN THE 2020-2021 ACADEMIC YEAR
(65) EAST HARTFORD PUBLIC SCHOOLS
1110 MAIN STREET
EAST HARTFORD,CT06108
GOVERNMENT 350,000       RESTRICTED TO 2020-21 RISE BY 5 STRATEGY
(66) FABRETTO CHILDREN'S FOUNDATION INC
1563 SHERMAN AVE 3RD FL
EVANSTON,IL60201
36-3894824 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(67) FAIR FOOD NETWORK
1250 N MAIN ST
ANN ARBOR,MI48104
26-4143394 501(C)(3) 10,000       RESTRICTED TO SUPPORT THE DOUBLE UP FOOD BUCKS MISSISSIPPI PROGRAM
(68) FAIR FOOD NETWORK
1250 N MAIN ST
ANN ARBOR,MI48104
26-4143394 501(C)(3) 75,000       RESTRICTED TO SUPPORT THE DOUBLE UP FOOD BUCKS MISSISSIPPI PROGRAM
(69) FAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC
40 RICHARDS AVENUE
NORWALK,CT06854
06-1083893 501(C)(3) 271       TO SUPPORT GENERAL OPERATIONS
(70) FAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC
40 RICHARDS AVENUE
NORWALK,CT06854
06-1083893 501(C)(3) 10,000       RESTRICTED TO SUPPORT COLLECTIVE IMPACT OPPORTUNITY FUND WEBSITE DEVELOPMENT AND OPERATING EXPENSES
(71) FEEDING FLORIDA INC
1493 MARKET STREET
TALLAHASSEE,FL32312
65-0467165 501(C)(3) 20,000       TO SUPPORT GENERAL OPERATIONS
(72) FEEDING KENTUCKY INC
PO BOX 5522
FRANKFORT,KY40602
61-1398656 501(C)(3) 5,000       TO SUPPORT GENERAL OPERATIONS
(73) FEEDING TEXAS
1524 SOUTH LH-35 SUITE 342
AUSTIN,TX78704
74-2762542 501(C)(3) 20,000       TO SUPPORT GENERAL OPERATIONS
(74) FILM FORUM INC
209 W HOUSTON ST
NEW YORK,NY10014
51-0175953 501(C)(3) 25,000       TO SUPPORT GENERAL OPERATIONS
(75) FILM FORUM INC
209 W HOUSTON ST
NEW YORK,NY10014
51-0175953 501(C)(3) 15,000       TO SUPPORT GENERAL OPERATIONS
(76) FLORIDA INTERNATIONAL UNIVERSITY BOARD OF TRUSTEES
11200 SW 8TH ST FL 5
MIAMI,FL33199
65-0177616 GOVERNMENT 168,882       RESTRICTED TO SUPPORT FLORIDA INTERNATIONAL UNIVERSITY'S PROJECT TO DEVELOP AND TEST TAGGING DEVICES FOR SMALL CETACEANS
(77) FOODSHARE INC
450 WOODLAND AVE
BLOOMFIELD,CT06002
22-2474771 501(C)(3) 500,000       RESTRICTED TO HELP SECURE 14 TRAILERS OF FOOD TO FEED 35,000 PEOPLE IN CT
(78) FOUNDATION FOR LEARNING EQUALITY INC
9700 GILMAN DR PMB 323
LA JOLLA,CA92093
46-2676188 501(C)(3) 350,000       RESTRICTED TO ADVANCE THEIR WORK IN IMPROVING SELF-DIRECTED LEARNING EXPERIENCES AND TO WORK WITH PARTNERS TO MAKE CONTENT FREE AND AVAILABLE TO STUDENTS IN NEED
(79) FOUNDATION FOR LEARNING EQUALITY INC
9700 GILMAN DR PMB 323
LA JOLLA,CA92093
46-2676188 501(C)(3) 40,000       RESTRICTED TO SUPPORT MAKING CONTENT AVAILABLE VIA KOLIBRI IN THE US
(80) FOUNTAIN HOUSE INC
425 WEST 47TH STREET
NEW YORK,NY10036
13-1624009 501(C)(3) 100,000       RESTRICTED TO SUPPORT THE FOUNTAIN HOUSE MEDIA CENTER
(81) FRIENDS OF CARITAS CUBANA CORPORATION
81 WASHINGTON AVE C/O CONSUELO
ISAACSON
CAMBRIDGE,MA02140
20-3023256 501(C)(3) 25,000       TO SUPPORT GENERAL OPERATIONS
(82) FUND FOR TEACHERS A FOUNDATION TO RECOGNIZE STIMULATE AND ENHANCE
55 WAUGH DRIVE SUITE 603
HOUSTON,TX77007
76-0679535 501(C)(3) 500,000       RESTRICTED TO SUPPORT THE GRANTEES WORK IN CT DURING THE 2019-2020 ACADEMIC YEAR
(83) GAMES FOR CHANGE INC
205 E 42ND ST 20TH FL
NEW YORK,NY10017
26-2623362 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(84) GAMES FOR CHANGE INC
205 E 42ND ST 20TH FL
NEW YORK,NY10017
26-2623362 501(C)(3) 350,000       RESTRICTED TO SUPPORT REDESIGN OF EXISTING GAMES TO INCORPORATE EDUCATIONAL OBJECTIVES
(85) GATEWAY COMMUNITY COLLEGE FOUNDATION INC
20 CHURCH STREET
NEW HAVEN,CT06510
22-3135128 GOVERNMENT 23,200       RESTRICTED TO PURCHASE STUDENT LAPTOPS
(86) GEORGIA FOOD BANK ASSOCIATION INC
732 JOSEPH E LOWERY BLVD NW
ATLANTA,GA30318
58-2374577 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(87) GLOUCESTER MARINE GENOMICS INSTITUTE INCORPORATED
417 MAIN STREET
GLOUCESTER,MA01930
46-3020006 501(C)(3) 50,000       RESTRICTED TO SUPPORT SCIENCE, COMMUNITY AND EDUCATION PROGRAMS TO ADDRESS CRITICAL CHALLENGES FACING OUR OCEANS, HUMAN HEALTH AND ENVIRONMENT
(88) GREATER BIRMINGHAM HUMANE SOCIETY
300 SNOW DRIVE
BIRMINGHAM,AL35209
63-0288810 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(89) GREENWAVE ORGANIZATION CORP
315 FRONT ST
NEW HAVEN,CT06513
47-5438012 501(C)(3) 75,000       RESTRICTED TO SUPPORT AQUATIC SCIENCE INTERNSHIP PROGRAM
(90) GREENWICH ADULT DAY CARE INC
125 RIVER ROAD EXTENSION
COS COB,CT06807
06-1066787 501(C)(3) 2,000       TO SUPPORT GENERAL OPERATIONS
(91) GREENWICH COUNTRY DAY SCHOOL INC
PO BOX 623
GREENWICH,CT06836
06-0646657 501(C)(3) 7,500       TO SUPPORT GENERAL OPERATIONS
(92) GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED
1111 EAST PUTNAM AVENUE
RIVERSIDE,CT06878
22-2721171 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(93) GREENWICH HISTORICAL SOCIETY INC
47 STRICKLAND ROAD
COS COB,CT06807
06-6036049 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(94) GREENWICH HISTORICAL SOCIETY INC
47 STRICKLAND ROAD
COS COB,CT06807
06-6036049 501(C)(3) 500,000       RESTRICTED FOR EDUCATIONAL PROGRAMS FOR TITLE 1 SCHOOLS AND FOR GENERAL SUPPORT
(95) GREENWICH LIBRARY
101 W PUTNAM AVE TRUSTEES OFFICE
GREENWICH,CT06830
06-6002281 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(96) GREENWICH POLICE DEPT SCHOLARSHIP FUND INC GREENWICH POLICE DEPT
11 BRUCE PLACE
GREENWICH,CT06830
06-6068607 501(C)(3) 5,000       TO SUPPORT GENERAL OPERATIONS
(97) GREENWICH SYMPHONY ORCHESTRA INC
PO BOX 35
GREENWICH,CT06836
06-6107766 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(98) GREENWICH TEEN CENTER INC
PO BOX 1339 100 ARCH STREET
GREENWICH,CT06836
06-1242185 501(C)(3) 250,000       RESTRICTED TO BE USED TO PURCHASE AND INSTALL NEW HEATING AND COOLING EQUIPMENT FOR THE TEEN CENTER
(99) GREENWICH TREE CONSERVANCY INC
PO BOX 4215
GREENWICH,CT06831
20-8181832 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(100) GREENWICH VILLAGE SOCIETY FOR HISTORIC PRESERVATION
232 EAST 11 STREET
NEW YORK,NY10003
13-3042600 501(C)(3) 20,000       TO SUPPORT GENERAL OPERATIONS
(101) HARLEM CHILDREN'S ZONE INC
35 EAST 125TH STREET
NEW YORK,NY10035
23-7112974 501(C)(3) 1,000,000       TO SUPPORT GENERAL OPERATIONS
(102) HARLEM CHILDREN'S ZONE INC
35 EAST 125TH STREET
NEW YORK,NY10035
23-7112974 501(C)(3) 1,000,000       RESTRICTED TO SUPPORT THE FURTHER ESTABLISHMENT OF THE WILLIAM JULIUS WILSON INSTITUTE
(103) HARTFORD PUBLIC SCHOOLS
960 MAIN STREET
HARTFORD,CT06103
GOVERNMENT 50,000       RESTRICTED TO SUPPORT RISE BY 5 STRATEGY 2020-2021 ACADEMIC YEAR
(104) HARTFORD'S PROUD DRILL DRUM & DANCE CORP
54 BURTON STREET
HARTFORD,CT06112
47-1785315 501(C)(3) 5,000       TO SUPPORT GENERAL OPERATIONS
(105) HARVARD BUSINESS SCHOOL CLUB OF NEW YORK INC
1460 BROADWAY
NEW YORK,NY10036
13-6159699 501(C)(3) 100,000       TO SUPPORT GENERAL OPERATIONS
(106) HARVEST HOPE FOOD BANK
PO BOX 451
COLUMBIA,SC29202
57-0725560 501(C)(3) 5,000       TO SUPPORT GENERAL OPERATIONS
(107) HOPE FOR HAITI INC
1021 5TH AVENUE NORTH
NAPLES,FL34102
59-3564329 501(C)(3) 50,000       TO SUPPORT GENERAL OPERATIONS
(108) HUMAN RIGHTS WATCH INC
350 5TH AVENUE FLOOR 34
NEW YORK,NY10118
13-2875808 501(C)(3) 25,000       RESTRICTED TO SUPPORT THE FUND RAISING PROGRESS OF THE ANTWERP DINNER
(109) HUMANE SOCIETY OF LOUISIANA INC
PO BOX 740321
NEW ORLEANS,LA70174
58-1795272 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(110) HUMANE SOCIETY OF SONOMA COUNTY
5345 HWY 12 WEST
SANTA ROSA,CA95407
94-6001315 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(111) HUMANE SOCIETY OF ST JOSEPH COUNTY INDIANA INC
2506 GRAPE ROAD
MISHAWKA,IN46545
35-6006532 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(112) ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
OFFICE OF DEVELOPMENT ONE GUSTAVE L
LEVY PLACE BOX 1049
NEW YORK,NY10029
13-6171197 501(C)(3) 20,000       RESTRICTED TO SUPPORT COVID-19 RESPONSE EFFORTS
(113) INTERNATIONAL BIPOLAR FOUNDATION
8775 AERO DRIVE SUITE 330
SAN DIEGO,CA92123
26-3889828 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(114) IRA SOHN CONFERENCE FOUNDATION INC
1731 1ST AVENUE 20395
NEW YORK,NY10128
20-4694054 501(C)(3) 100,000       TO SUPPORT GENERAL OPERATIONS
(115) JOSEPH CAMPBELL FOUNDATION
136 WAVERLY PLACE 14D
NEW YORK,NY10014
99-0285097 501(C)(3) 20,000       TO SUPPORT GENERAL OPERATIONS
(116) KHAN ACADEMY INC
PO BOX 1630
MOUNTAIN VIEW,CA94042
26-1544963 501(C)(3) 2,000,000       TO SUPPORT GENERAL OPERATIONS
(117) LEAGUE OF WOMEN VOTERS OF CONNECTICUT INC
1890 DIXWELL AVE STE 113
HAMDEN,CT06514
06-0303635 GOVERNMENT 5,000       TO SUPPORT GENERAL OPERATIONS
(118) LINCOLN CENTER FOR THE PERFORMING ARTS INC
70 LINCOLN CENTER PLAZA
NEW YORK,NY10023
13-1847137 501(C)(3) 20,000       RESTRICTED TO SUPPORT VIRTUAL WORKSHOPS AND LC ACTIVATE 2020 VIRTUAL SYMPOSIUM
(119) LOUISIANA FOOD BANK ASSOCIATION
543 SPANISH TOWN RD
BATON ROUGE,LA70802
27-0667900 501(C)(3) 5,000       TO SUPPORT GENERAL OPERATIONS
(120) MALTA HOUSE INC
5 PROWITT STREET
NORWALK,CT06855
06-1604710 501(C)(3) 5,000       TO SUPPORT GENERAL OPERATIONS
(121) MALTA HOUSE INC
5 PROWITT STREET
NORWALK,CT06855
06-1604710 501(C)(3) 25,000       TO SUPPORT GENERAL OPERATIONS
(122) MANCHESTER PUBLIC SCHOOLS
45 NORTH SCHOOL STREET
MANCHESTER,CT06042
GOVERNMENT 210,000       RESTRICTED TO THE 2020-2021 ACADEMIC YEAR OF THE RISE BY 5 STRATEGY
(123) MAP EDUCATIONAL FUND
70 EAST 77TH ST SUITE 1C
NEW YORK,NY10075
45-3265404 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(124) MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA STREET SUITE 540
BOSTON,MA02114
04-1564655 501(C)(3) 45,000       RESTRICTED TO SUPPORT INDIVIDUALS DEALING WITH ONGOING STRESSORS IN THE WAKE OF COVID-19
(125) MEALS ON WHEELS AMERICA
1550 CRYSTAL DRIVE SUITE 1004
ARLINGTON,VA22202
23-7447812 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(126) MERIDEN PUBLIC SCHOOLS
22 LIBERTY STREET
MERIDEN,CT06450
GOVERNMENT 300,000       RESTRICTED TO THE 2020-2021 ACADEMIC YEAR OF THE RISE BY 5 STRATEGY
(127) METROPOLITAN OPERA ASSOCIATION INC
30 LINCOLN CENTER PLZ
NEW YORK,NY10023
13-1624087 501(C)(3) 1,000,000       RESTRICTED TO SUPPORT EMERGENCY CAMPAIGN
(128) METROPOLITAN OPERA ASSOCIATION INC
30 LINCOLN CENTER PLZ
NEW YORK,NY10023
13-1624087 501(C)(3) 5,000       RESTRICTED TO SUPPORT THE DEVELOPMENT AND BROADCASTING OF RADIO PROGRAMS
(129) METROPOLITAN OPERA ASSOCIATION INC
30 LINCOLN CENTER PLZ
NEW YORK,NY10023
13-1624087 501(C)(3) 5,000       RESTRICTED TO SUPPORT MET ARCHIVES DEPARTMENT
(130) MIDDLETOWN PUBLIC SCHOOLS
311 HUNTING HILL AVE
MIDDLETOWN,CT06457
GOVERNMENT 200,000       RESTRICTED TO THE 2020-2021 ACADEMIC YEAR OF THE RISE BY 5 STRATEGY
(131) MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROW
MONTEREY,CA93940
94-2487469 501(C)(3) 100,000       TO SUPPORT GENERAL OPERATIONS
(132) MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROW
MONTEREY,CA93940
94-2487469 501(C)(3) 250,000       TO SUPPORT GENERAL OPERATIONS
(133) MUSEUM OF MODERN ART
11 WEST 53RD STREET
NEW YORK,NY10019
13-1624100 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(134) MUSEUM OF THE CITY OF NEW YORK
1220 FIFTH AVENUE
NEW YORK,NY10029
13-1624098 501(C)(3) 5,000       TO SUPPORT GENERAL OPERATIONS
(135) NATIONAL ALLIANCE ON MENTAL ILLNESS OF NEW YORK CITY METRO
505 8TH AVE STE 1103
NEW YORK,NY10018
13-3077692 501(C)(3) 25,000       RESTRICTED TO SUPPORT COVID-19 RESPONSE EFFORTS
(136) NATIONAL COMMITTEE ON UNITED STATES CHINA RELATIONS INC
6 EAST 43RD STREET 24TH FLOOR
NEW YORK,NY10017
13-2566973 501(C)(3) 250,000       TO SUPPORT GENERAL OPERATIONS
(137) NATIONAL PHILANTHROPIC TR
165 TOWNSHIP LINE RD SUITE 1200
JENKINTOWN,PA19046
23-7825575 501(C)(3) 5,000,000       RESTRICTED TO POLIO ERADICATION PROJECTS
(138) NATURAL RESOURCES DEFENSE COUNCIL INC
40 WEST 20TH STREET
NEW YORK,NY10011
13-2654926 501(C)(3) 50,000       RESTRICTED TO SUPPORT ACCESS TO AND USE OF SOLAR ENERGY IN THE UNITED STATES
(139) NATURAL RESOURCES DEFENSE COUNCIL INC
40 WEST 20TH STREET
NEW YORK,NY10011
13-2654926 501(C)(3) 250,000       RESTRICTED TO RAISING CLIMATE AWARENESS THROUGH MEDIA
(140) NAUGATUCK PUBLIC SCHOOLS
380 CHURCH STREET
NAUGATUCK,CT06770
GOVERNMENT 210,000       RESTRICTED TO PARTNERSHIP WITH THE RISE NETWORK IN PURSUING THE RISE BY 5 STRATEGY IN THE 2020-21 ACADEMIC YEAR
(141) NEIGHBOR TO NEIGHBOR INC
248 EAST PUTNAM AVENUE
GREENWICH,CT06830
06-6071605 501(C)(3) 250,000       RESTRICTED TO THE CAPITAL CAMPAIGN
(142) NEIGHBOR TO NEIGHBOR INC
248 EAST PUTNAM AVENUE
GREENWICH,CT06830
06-6071605 501(C)(3) 20,000       RESTRICTED TO SUPPORT COVID-19 RESPONSE EFFORTS
(143) NEW HAVEN URBAN RESOURCES INITIATIVE INC
195 PROSPECT STREET
NEW HAVEN,CT06511
06-1343983 501(C)(3) 100,000       RESTRICTED TO SUPPORT THE NEW HAVEN BOTANICAL GARDEN OF HEALING DEDICATED TO VICTIMS OF GUN VIOLENCE
(144) NEW LONDON PUBLIC SCHOOLS
134 WILLIAMS ST
NEW LONDON,CT06320
GOVERNMENT 10,000       RESTRICTED TO SUPPORT BASIC HUMAN SUPPLIES FOR NEW LONDON FAMILIES
(145) NEW ORLEANS MUSICIANS ASSISTANCE FOUNDATION
1525 LOUISIANA AVENUE
NEW ORLEANS,LA70115
20-8139539 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(146) NEW VENTURE FUND
1201 CONNECTICUT AVE NW SUITE 300
WASHINGTON,DC20036
20-5806345 501(C)(3) 10,000       RESTRICTED TO SUPPORT ITS FISCALLY SPONSORED PROJECT, KODE WITH KLOSSY
(147) NEW YORK AND PRESBYTERIAN HOSPITAL
OFFICE OF DEVELOPMENT 525 EAST 68TH
STREET BOX 123
NEW YORK,NY10065
13-3957095 501(C)(3) 5,000,000       RESTRICTED TO SUPPORT THE ESTABLISHMENT AND OPERATIONS OF THE DALIO CENTER FOR HEALTH JUSTICE
(148) NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BOULEVARD
BRONX,NY10458
13-1693134 501(C)(3) 25,000       TO SUPPORT GENERAL OPERATIONS
(149) NEW YORK HARBOR FOUNDATION INC
10 SOUTH ST SLIP 7
NEW YORK,NY10004
27-2918478 501(C)(3) 50,000       TO SUPPORT GENERAL OPERATIONS
(150) NEW YORK PUBLIC RADIO
160 VARICK STREET 9TH FLOOR
NEW YORK,NY10013
13-3015230 501(C)(3) 50,000       TO SUPPORT GENERAL OPERATIONS
(151) NEW YORK PUBLIC RADIO
160 VARICK STREET 9TH FLOOR
NEW YORK,NY10013
13-3015230 501(C)(3) 25,000       TO SUPPORT GENERAL OPERATIONS
(152) NORTHWEST ARKANSAS FOOD BANK
1378 JUNE SELF DRIVE
BETHEL HEIGHTS,AR72764
71-0680830 501(C)(3) 5,000       TO SUPPORT GENERAL OPERATIONS
(153) NORWALK PUBLIC SCHOOLS
125 EAST AVENUE
NORWALK,CT06852
GOVERNMENT 60,000       RESTRICTED TO PARTNERSHIP WITH THE RISE NETWORK IN PURSUIT OF THE RISE BY 5 STRATEGY IN THE 2020-21 ACADEMIC YEAR
(154) NORWALK PUBLIC SCHOOLS
125 EAST AVENUE
NORWALK,CT06852
GOVERNMENT 189,000       RESTRICTED TO NORWALK CONNECTIVITY INITIATIVE TO PROVIDE HIGH-SPEED INTERNET SERVICE TO HOUSEHOLDS IN NORWALK
(155) OCEAN ALLIANCE INC
32 HORTON STREET
GLOUCESTER,MA01930
22-2573677 501(C)(3) 75,000       TO SUPPORT GENERAL OPERATIONS AND PROGRAMMING COSTS
(156) OCEAN RESEARCH & CONSERVATION ASSOCIATION INC
1420 SEAWAY DR
FORT PIERCE,FL34949
20-0901011 501(C)(3) 50,000       RESTRICTED TO DESIGN AND DEVELOP A CAMERA PLATFORM THAT WILL REVOLUTIONIZE DEEP-SEA EXPLORATION AND FOR GENERAL OPERATIONS
(157) OPIN INC
PO BOX 488
RIVERSIDE,CT06878
30-0386610 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(158) OPIN INC
PO BOX 488
RIVERSIDE,CT06878
30-0386610 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(159) OUR PIECE OF THE PIE INC
20-28 SARGEANT STREET
HARTFORD,CT06105
06-0939659 501(C)(3) 500,000       TO SUPPORT GENERAL OPERATIONS AND CAPACITY BUILDING THROUGH CT OPPORTUNITY PROJECT
(160) OUR PIECE OF THE PIE INC
20-28 SARGEANT STREET
HARTFORD,CT06105
06-0939659 501(C)(3) 100,000       RESTRICTED TO COVID-19 REPLENISHMENT FUNDING OF DATA SYSTEM GRANT
(161) PATHWAYS INC
175 MILBANK AVE
GREENWICH,CT06830
06-1051588 501(C)(3) 25,000       TO SUPPORT GENERAL OPERATIONS
(162) PERSON TO PERSON INC
1864 POST RD
DARIEN,CT06820
06-1422248 501(C)(3) 100,000       RESTRICTED TO SUPPORT THE COVID-19 EMERGENCY RESPONSE
(163) PETS FOR THE ELDERLY FOUNDATION
530 E HUNT HWY STE 103-472
SAN TAN VALLEY,AZ85143
34-1716060 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(164) PHILANTHROPY NEW YORK INC
320 E43RD ST
NEW YORK,NY10017
13-3001403 501(C)(3) 40,000       TO SUPPORT GENERAL OPERATIONS
(165) PIONEER WORKS ART FOUNDATION
159 PIONEER STREET
BROOKLYN,NY11231
46-1097738 501(C)(3) 50,000       TO SUPPORT GENERAL OPERATIONS
(166) PIONEER WORKS ART FOUNDATION
159 PIONEER STREET
BROOKLYN,NY11231
46-1097738 501(C)(3) 50,000       RESTRICTED TO THE CAPITAL CAMPAIGN FOR OPERATING RESERVES
(167) PIONEER WORKS ART FOUNDATION
159 PIONEER STREET
BROOKLYN,NY11231
46-1097738 501(C)(3) 50,000       RESTRICTED TO THE CAPITAL CAMPAIGN FOR OPERATING RESERVES
(168) PIONEER WORKS ART FOUNDATION
159 PIONEER STREET
BROOKLYN,NY11231
46-1097738 501(C)(3) 50,000       TO SUPPORT GENERAL OPERATIONS
(169) PORT CHESTER CARVER CENTER INC
400 WESTCHESTER AVE
PORT CHESTER,NY10573
13-1832949 501(C)(3) 175,000       TO SUPPORT GENERAL OPERATIONS
(170) PRESERVATION HALL FOUNDATION INC
726 SAINT PETER STREET
NEW ORLEANS,LA70116
27-2910626 501(C)(3) 15,000       RESTRICTED TO SUPPORT COVID-19 SPOTIFY MATCHING CAMPAIGN
(171) PRESERVATION HALL FOUNDATION INC
726 SAINT PETER STREET
NEW ORLEANS,LA70116
27-2910626 501(C)(3) 150,000       TO SUPPORT GENERAL OPERATIONS
(172) PRESERVATION HALL FOUNDATION INC
726 SAINT PETER STREET
NEW ORLEANS,LA70116
27-2910626 501(C)(3) 100,000       TO SUPPORT GENERAL OPERATIONS
(173) PROJECT CETI INC
302 E 19TH ST APT 2C
NEW YORK,NY10003
84-4630660 501(C)(3) 2,500,000       TO SUPPORT GENERAL OPERATIONS
(174) PROJECT HEALTHY MINDS CORPORATION
6558 BEACON STREET
PITTSBURGH,PA15217
82-3616589 501(C)(3) 25,000       TO SUPPORT GENERAL OPERATIONS
(175) QUALITAS OF LIFE FOUNDATION
1221 AVENUE OF THE AMERICAS STE
43105A
NEW YORK,NY10020
06-1833489 501(C)(3) 55,000       RESTRICTED TO SUPPORT THE PURCHASE OF GIFT CARDS FOR DISTRIBUTION BY ST. JEROME'S HANDS CENTER
(176) REPRESENT US EDUCATION FUND
PO BOX 60008
FLORENCE,MA01062
26-3088283 501(C)(3) 50,000       RESTRICTED TO SUPPORT VOTE SAFE PROJECT
(177) ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLOOR
NEW YORK,NY10003
13-3441066 501(C)(3) 5,000,000       RESTRICTED TO SUPPORT HOLISTIC TRAINING AND SERVICES THAT PREPARE DISCONNECTED YOUTH FOR THE WORKFORCE
(178) SAINT ANNS SCHOOL
129 PIERREPONT ST
BROOKLYN,NY11201
11-2606681 501(C)(3) 25,000       RESTRICTED TO FUND THE EXPLORATORY DEVELOPMENT OF A FINANCIAL LITERACY PROGRAM
(179) SALT AND LIGHTWORKS
1939 HILLMAN ST
TULARE,CA93274
35-2667828 501(C)(3) 50,000       TO SUPPORT GENERAL OPERATIONS
(180) SAVE VENICE INC
133 E 58TH ST STE 501
NEW YORK,NY10022
23-7179996 501(C)(3) 100,000       RESTRICTED TO SUPPORT IMMEDIATE RESPONSE FUND
(181) SECOND CONGREGATIONAL CHURCH OF GREENWICH
139 EAST PUTNAM AVE
GREENWICH,CT06830
CHURCH 30,000       RESTRICTED TO THE STEWARDSHIP CAMPAIGN, THE WOMEN'S FELLOWSHIP AND GENERAL SUPPORT
(182) SECOND HARVEST FOOD BANK OF NORTHEAST TENNESSEE INC
1020 JERICHO DRIVE
KINGSPORT,TN37663
62-1303822 501(C)(3) 5,000       TO SUPPORT GENERAL OPERATIONS
(183) SHAKESPEARE ON THE SOUND INC
PO BOX 15
NORWALK,CT06853
06-1437037 501(C)(3) 5,000       TO SUPPORT GENERAL OPERATIONS
(184) SILVER BAY ASSOCIATION FOR CHRISTIAN CONFERENCE AND TRAINING
87 SILVER BAY ROAD
SILVER BAY,NY12874
13-5604788 501(C)(3) 75,000       TO SUPPORT GENERAL OPERATIONS
(185) STAMFORD PUBLIC SCHOOLS
888 WASHINGTON BLVD
STAMFORD,CT06901
GOVERNMENT 60,000       RESTRICTED FOR PARTNERSHIP WITH RISE NETWORK FOR 2020-21 ACADEMIC YEAR
(186) STONE BARNS RESTORATION CORP
630 BEDFORD ROAD
POCANTICO HILLS,NY10591
13-4150082 501(C)(3) 100,000       TO SUPPORT GENERAL OPERATIONS
(187) TECHBRIDGE GIRLS
114 LINDEN STREET
OAKLAND,CA94607
27-4162514 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(188) TED FOUNDATION INC
330 HUDSON ST 11TH FLOOR
NEW YORK,NY10013
82-1934592 501(C)(3) 250,000       RESTRICTED TO PROVIDE EDUCATIONAL CONTENT THROUGH MULTIPLE PLATFORMS
(189) TEDDY MALONEY FOUNDATION INC
425 OLD HICKORY ROAD
FAIRFIELD,CT06824
27-4153634 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(190) THANK DOG RESCUE INC
PO BOX 124
NEWTOWN,CT06470
90-0985007 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(191) THE ALLIANCE FOR CLIMATE PROTECTION
555 ELEVENTH STREET NW SUITE 601
WASHINGTON,DC20004
87-0745629 501(C)(3) 40,000       TO SUPPORT GENERAL OPERATIONS
(192) THE LELAND STANFORD JUNIOR UNIVERSITY STANFORD UNIVERSITY DEVELOPMENT SVCS
326 GALVEZ STREET
STANFORD,CA94305
94-1156365 501(C)(3) 4,000       TO SUPPORT GENERAL OPERATIONS
(193) THE LELAND STANFORD JUNIOR UNIVERSITY STANFORD UNIVERSITY DEVELOPMENT SVCS
326 GALVEZ STREET
STANFORD,CA94305
94-1156365 501(C)(3) 100,000       RESTRICTED TO SUPPORT PROJECTS AND INNOVATIVE RESEARCH BY GRADUATE STUDENTS
(194) THE LELAND STANFORD JUNIOR UNIVERSITY STANFORD UNIVERSITY DEVELOPMENT SVCS
326 GALVEZ STREET
STANFORD,CA94305
94-1156365 501(C)(3) 2,500,000       RESTRICTED TO SUPPORT THE HUMAN-CENTERED SEED FUNDING PROGRAM
(195) THE COS COB FIRE POLICE PATROL INCORPORATED
PO BOX 202
COS COB,CT06807
06-1211165 501(C)(3) 15,000       TO SUPPORT GENERAL OPERATIONS
(196) THE EVERGLADES FOUNDATION INC
18001 OLD CUTLER ROAD SUITE 625
PALMETTO BAY,FL33157
59-3228899 501(C)(3) 50,000       TO SUPPORT GENERAL OPERATIONS
(197) THE EXPLORATORIUM
PIER 17 SUITE 100
SAN FRANCISCO,CA94111
94-1696494 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(198) THE FILM COLLABORATIVE INC
3405 CAZADOR STREET
LOS ANGELES,CA90065
32-0295081 501(C)(3) 100,000       RESTRICTED TO FURTHER PUBLIC HEALTH RESEARCH THROUGH CONTENT PRESENTED ON THE FOUND MY FITNESS WEBSITE
(199) THE PARTNERSHIP FOR CONNECTICUT INC
C/O SHIPMAN GOODWIN LLP ONE
CONSTITUTION PLAZA
HARTFORD,CT06103
84-1931601 501(C)(3) 19,575,000       TO SUPPORT GENERAL OPERATIONS
(200) THE RYAN LICHT SANG BIPOLAR FOUNDATION INC
875 N MICHIGAN AVE STE 3100
CHICAGO,IL60611
20-1750379 501(C)(3) 10,000       TO SUPPORT GENERAL OPERATIONS
(201) THE SALVATION ARMY
440 WEST NYACK ROAD PO BOX C-635
WEST NYACK,NY10994
13-5562351 501(C)(3) 25,000       RESTRICTED TO SUPPORT CONNECTICUT COMMUNITIES
(202) THE TROY ANDREWS FOUNDATION
650 POYDRAS STREET SUITE 2245
NEW ORLEANS,LA70130
45-4524559 501(C)(3) 25,000       RESTRICTED TO SUPPORT TROMBONE SHORTY ACADEMY
(203) THE UCLA FOUNDATION
10920 WILSHIRE BOULEVARD SUITE 900
LOS ANGELES,CA90024
95-2250801 501(C)(3) 25,000       RESTRICTED TO SUPPORT UCLA'S RESEARCH SCHOLARS PROGRAM IN NEUROPSYCHIATRY
(204) THE UNIT FOUNDATION
PO BOX 1281
VASS,NC28394
82-1954019 501(C)(3) 1,000,000       RESTRICTED TO SUPPORT WORKFORCE DEVELOPMENT FOR DELTA FORCE MEMBERS
(205) THEATRE OF THE EMERGING AMERICAN MOMENT
138 SOUTH OXFORD STREET
BROOKLYN,NY11217
26-2183790 501(C)(3) 5,000       TO SUPPORT GENERAL OPERATIONS
(206) TISBEST PHILANTHROPY
317 S BENNETT ST STE 201
SEATTLE,WA98108
20-8630809 501(C)(3) 5,183,850       TO SUPPORT A PROGRAM TO ENCOURAGE GIVING
(207) TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
622 WEST 113TH STREET MC 4524
NEW YORK,NY10025
13-5598093 501(C)(3) 250,000       RESTRICTED TO THE ESOPHAGEAL DISEASE FUND
(208) TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
622 WEST 113TH STREET MC 4524
NEW YORK,NY10025
13-5598093 501(C)(3) 20,000       RESTRICTED TO SUPPORT THE DIVISION OF MOVEMENT DISORDERS
(209) UNITED METHODIST CITY SOCIETY
475 RIVERSIDE DRIVE SUITE 1922
NEW YORK,NY10115
13-5562419 501(C)(3) 5,000       TO SUPPORT GENERAL OPERATIONS
(210) UNITED STATES FUND FOR UNICEF
125 MAIDEN LANE
NEW YORK,NY10038
13-1760110 501(C)(3) 50,000       TO SUPPORT GENERAL OPERATIONS
(211) UNITED WAY OF GREENWICH INC
1 LAFAYETTE COURT
GREENWICH,CT06830
06-0646578 501(C)(3) 100,000       RESTRICTED TO COVID-19 CRISIS RESPONSE EFFORTS
(212) UNIVERSITY OF CHICAGO
5235 S HARPER COURT 4TH FLOOR
CHICAGO,IL60615
36-2177139 501(C)(3) 25,000       RESTRICTED TO SUPPORT THE ODYSSEY SCHOLARSHIP PROGRAM
(213) UNIVERSITY OF TEXAS FOUNDATION
9011 MOUNTAIN RIDGE SUITE 150
AUSTIN,TX78759
74-1587488 501(C)(3) 25,000       RESTRICTED TO SUPPORT OF ANAPLASTIC THYROID CANCER RESEARCH AT THE MD ANDERSON CANCER CENTER
(214) UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUE
MADISON,WI53726
39-0743975 501(C)(3) 65,000       RESTRICTED TO SUPPORT POST-DOCTORATE RESEARCHER COSTS
(215) UTW82 FOR GOOD
32 PARKWAY DRIVE
DOBBS FERRY,NY10522
81-3647764 501(C)(3) 5,000       TO SUPPORT GENERAL OPERATIONS
(216) VERSE VIDEO EDUCATION INC
207 FISHER AVENUE
BROOKLINE,MA02445
81-0902953 501(C)(3) 250,000       RESTRICTED TO SUPPORT SEASON THREE OF THE POETRY IN AMERICA SERIES
(217) VERSE VIDEO EDUCATION INC
207 FISHER AVENUE
BROOKLINE,MA02445
81-0902953 501(C)(3) 25,000       RESTRICTED TO SUPPORT POETRY IN AMERICA'S 2020 TEACH TOGETHER PROGRAM
(218) VOLUNTEERS OF AMERICA INC
1660 DUKE ST
ALEXANDRIA,VA22314
13-1692595 501(C)(3) 10,000       RESTRICTED TO SUPPORT COVID-19 RESPONSE EFFORTS
(219) WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREET
NEW YORK,NY10014
13-1789318 501(C)(3) 1,000,000       TO SUPPORT GENERAL OPERATIONS
(220) WIKIMEDIA FOUNDATION INC
PO BOX 98204
WASHINGTON,DC20090
20-0049703 501(C)(3) 100,000       RESTRICTED TO SUPPORT THE WIKIMEDIA ENDOWMENT
(221) WISHES FOR HORSES INC
40 OAKHILL AVE
NORWALK,CT06854
45-4752871 501(C)(3) 7,000       TO SUPPORT GENERAL OPERATIONS
(222) WOODLAWN CONSERVANCY INC
4199 WEBSTER AVENUE
BRONX,NY10470
31-1695037 501(C)(3) 112,500       RESTRICTED TO SUPPORT THE MASONRY EDUCATION PROGRAM
(223) WOODS HOLE OCEANOGRAPHIC INSTITUTION
FENNO HOUSE 183 OYSTER POND ROAD MS
40
WOODS HOLE,MA02543
04-2105850 501(C)(3) 1,300,000       TO SUPPORT GENERAL OPERATIONS
(224) WOODS HOLE OCEANOGRAPHIC INSTITUTION
FENNO HOUSE 183 OYSTER POND ROAD MS
40
WOODS HOLE,MA02543
04-2105850 501(C)(3) 1,550,000       TO SUPPORT GENERAL OPERATIONS
(225) WOODS HOLE OCEANOGRAPHIC INSTITUTION
FENNO HOUSE 183 OYSTER POND ROAD MS
40
WOODS HOLE,MA02543
04-2105850 501(C)(3) 250,000       TO SUPPORT GENERAL OPERATIONS
(226) WOODS HOLE OCEANOGRAPHIC INSTITUTION
FENNO HOUSE 183 OYSTER POND ROAD MS
40
WOODS HOLE,MA02543
04-2105850 501(C)(3) 1,655,000       TO SUPPORT GENERAL OPERATIONS
(227) WORLD CENTRAL KITCHEN INCORPORATED
655 NEW YORK AVE NW 6TH FLOOR
WASHINGTON,DC20001
27-3521132 501(C)(3) 50,000       RESTRICTED TO SUPPORT COVID-19 FOOD RELIEF PROGRAMS IN NEW YORK CITY
(228) WORLD CENTRAL KITCHEN INCORPORATED
655 NEW YORK AVE NW 6TH FLOOR
WASHINGTON,DC20001
27-3521132 501(C)(3) 50,000       RESTRICTED TO SUPPORT THE GRANTEE'S COVID-19 RELIEF EFFORTS
(229) WORLD TRADE CENTER PERFORMING ARTS CENTER INC
ONE LIBERTY PLAZA 29TH FLOOR
NEW YORK,NY10006
45-5316035 501(C)(3) 5,000,000       TO SUPPORT GENERAL OPERATIONS
(230) WORLD VISION
P O BOX 9716
FEDERAL WAY,WA98063
95-1922279 501(C)(3) 9,720       RESTRICTED TO SUPPORT CHILD SPONSORSHIPS AS DIRECTED BY GRANTEE
(231) YALE UNIVERSITY
PO BOX 2038
NEW HAVEN,CT06521
06-0646973 501(C)(3) 500,000       RESTRICTED TO SUPPORT THE YALE CENTER FOR EMOTIONAL INTELLIGENCE
(232) YALE UNIVERSITY
PO BOX 2038
NEW HAVEN,CT06521
06-0646973 501(C)(3) 350,000       RESTRICTED TO THE YALE CENTER FOR EMOTIONAL INTELLIGENCE
(233) YWCA GREENWICH CONNECTICUT INC
259 EAST PUTNAM AVENUE
GREENWICH,CT06830
06-0646992 501(C)(3) 25,000       RESTRICTED TO SUPPORT 2020 FATHERS DAY CAMPAIGN AGAINST DOMESTIC VIOLENCE
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
186
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2020

Schedule I (Form 990) 2020
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: DALIO FAMILY FUND, INC. ACTIVELY ENGAGES WITH GRANTEES BOTH BEFORE AND AFTER GRANT FUNDS ARE PAID TO ENSURE THAT GRANT FUNDS WILL BE USED BY GRANTEE FOR SOCIAL WELFARE PURPOSES. MOST GRANTS REQUIRE REGULAR FINANCIAL AND NARRATIVE REPORTING, WHICH IS REVIEWED BY GRANT COORDINATORS AND PHILANTHROPY MANAGEMENT. GRANTS ARE LIMITED TO SOCIAL WELFARE PURPOSES, TYPICALLY THROUGH GRANT AGREEMENT WHERE THE USE OF FUNDS IS EXPRESSLY LIMITED TO 501(C)(4) PURPOSES AND FUNDS MUST BE RETURNED IF THEY ARE USED FOR OTHER PURPOSES.
Schedule I (Form 990) 2020



Additional Data


Software ID:  
Software Version:  


Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
DALIO FAMILY FUND INC
 
Employer identification number

83-1575536
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2020
Schedule L (Form 990 or 990-EZ) 2020
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) BAH
 
FAMILY MEMBER OF BOARD MEMBERS CONTROLS MORE THAN 35% OF THE INT. PERSON. 496,298,863 STOCK REDEMPTION   No
(2) BAH
 
FAMILY MEMBER OF BOARD MEMBERS CONTROLS MORE THAN 35% OF THE INT. PERSON. 29,284,522 DIVIDENDS RECEIVED   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2020


Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
DALIO FAMILY FUND INC
 
Employer identification number

83-1575536
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock . X 1 330,281,554 INTERNAL VALUATION
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2020)
Schedule M (Form 990) (2020)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE M, PART 1, COLUMN (B) TOTAL IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.
Schedule M (Form 990) (2020)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
DALIO FAMILY FUND INC
 
Employer identification number

83-1575536
Return Reference Explanation
FORM 990, PART I, LINE 6: THE DALIO FAMILY FUND HAS 4 VOLUNTEER BOARD MEMBERS AND VOLUNTEER PRESIDENT, VOLUNTEER TREASURER AND VOLUNTEER SECRETARY.
FORM 990, PART I, LINE 1: DESIGNED TO BENEFIT, SUSTAIN AND IMPROVE DIVERSE AND UNDERSERVED COMMUNITIES THROUGHOUT THE WORLD, INCLUDING IN THE AREAS OF EDUCATION, ENVIRONMENTAL PROTECTION, OCEANIC EXPLORATION AND AWARENESS, HEALTHCARE, CHILD WELFARE, ECONOMIC EMPOWERMENT, AND THE ARTS.
FORM 990, PART VI, SECTION A, LINE 2 BARBARA DALIO, DEVON DALIO AND MATTHEW DALIO HAVE A FAMILY RELATIONSHIP. JANINE RACANELLI, LISA SAFIAN AND GRETCHEN WAGNER HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 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) 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 A MAJORITY OF THE DISINTERESTED DIRECTORS, OR, IF THERE ARE NO DISINTERESTED DIRECTORS, BY UNANIMOUS VOTE OF THE DIRECTORS. THE COVERED PERSON MAY BE PRESENT FOR THE DISCUSSION IN ORDER TO RESPOND TO QUESTIONS AND ELABORATE ON THE INFORMATION PRESENTED. UPON REQUEST OF THE DISINTERESTED DIRECTORS, THE COVERED PERSON WILL BE REQUIRED TO EXCUSE HIMSELF OR HERSELF FROM THE VOTE ON THE TRANSACTION. IN ANY EVENT, THE COVERED PERSON, IF A DIRECTOR OF DALIO FAMILY FUND, WILL ABSTAIN FROM VOTING ON THE TRANSACTION EXCEPT INSOFAR AS THE POLICY REQUIRES A UNANIMOUS VOTE.
FORM 990, PART VI, SECTION B, LINE 15 DALIO FAMILY FUND, INC DID NOT COMPENSATE ITS TOP MANAGEMENT OFFICIAL, OFFICERS, OR KEY EMPLOYEES DURING 2020.
FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2020


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
DALIO FAMILY FUND INC
 
Employer identification number

83-1575536
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) SOUND HAVEN LLC
ONE GLENDINNING PLACE
WESTPORT,CT06880
83-2784115
A DELAWARE LLC THAT HOLDS INVESTMENTS DE 134,781,945 1,526,092,334 DALIO FAMILY FUND INC
 
(2) BRIN LLC
ONE GLENDINNING PLACE
WESTPORT,CT06880
27-1328943
A CONNECTICUT LLC THAT HOLDS INVESTMENTS CT 8,666 24,067,408 DALIO FAMILY FUND INC
 
(3) DEI LLC
ONE GLENDINNING PLACE
WESTPORT,CT06880
85-0590507
NOT YET IN SERVICE DE 0 0 DALIO FAMILY FUND INC
 






Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)DALIO FOUNDATION INC
ONE GLENDINNING PLACE

WESTPORT,CT06880
43-1965846
GRANTMAKING CT 501(C)(3) PF DALIO FAMILY FUND AND OCEANOGRAPHIC RESEARCH & EXPLORATION FOUNDATION
 
Yes
 
(2)OCEANOGRAPHIC RESEARCH & EXPLORATION FOUNDATION
ONE GLENDINNING PLACE

WESTPORT,CT06880
83-0757695
OCEAN RESEARCH AND EXPLORATION DE 501(C)(4) N/A DALIO FAMILY FUND AND DALIO FOUNDATION INC
 
Yes
 










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2020

Additional Data


Software ID:  
Software Version: