Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
DALIO FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)CO DFO ONE GLENDINNING PLACE 100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WESTPORT, CT06880
A Employer identification number

43-1965846
B Telephone number (see instructions)

(203) 291-5000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,665,091,766J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 71,650,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 11,169,772 38,256,181  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 45,510,992
b Gross sales price for all assets on line 6a 992,837,064
7 Capital gain net income (from Part IV, line 2)... 44,551,672
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-48,298,003 15,610,345 0
12 Total. Add lines 1 through 11........ 80,032,761 98,418,198 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
74,706 53,023 0 21,683
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
17,021,181 8,718,495 0 8,302,686
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
70,489 127,789 0 0
19 Depreciation (attach schedule) and depletion... 53,222 0 0
20 Occupancy.............. 1,409 0 0 1,409
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 66 0 0 66
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
97,176 1,791,330 0 14,902
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,318,249 10,690,637 0 8,340,746
25 Contributions, gifts, grants paid....... 50,888,478 50,888,478
26 Total expenses and disbursements. Add lines 24 and 25 68,206,727 10,690,637 0 59,229,224
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,826,034
b Net investment income (if negative, enter -0-) 87,727,561
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 106,359,300 146,341,440 146,341,440
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 167,666 17,666 17,666
10a Investments—U.S. and state government obligations (attach schedule) 51,169,709 Click to see attachment
List of Attached Documents:
// Content
61,016,644 		61,016,644
b Investments—corporate stock (attach schedule)....... 19,532,540 Click to see attachment
List of Attached Documents:
// Content
4,202,437 		4,202,437
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,362,898,282 Click to see attachment
List of Attached Documents:
// Content
1,451,763,783 		1,451,763,783
14 Land, buildings, and equipment: basis right arrow1,212,601
Less: accumulated depreciation (attach schedule) right arrow595,979 669,843 Click to see attachment
List of Attached Documents:
// Content
616,622 		616,622
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
969,746 		Click to see attachment
List of Attached Documents:
// Content
1,133,174 		Click to see attachment
List of Attached Documents:
// Content
1,133,174
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,541,767,086 1,665,091,766 1,665,091,766
Liabilities 17 Accounts payable and accrued expenses.......... 68,293 23,320
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 68,293 23,320
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,541,698,793 1,665,068,446
29 Total net assets or fund balances (see instructions)..... 1,541,698,793 1,665,068,446
30 Total liabilities and net assets/fund balances (see instructions). 1,541,767,086 1,665,091,766
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,541,698,793
2
Enter amount from Part I, line 27a .....................
2
11,826,034
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
111,543,619
4
Add lines 1, 2, and 3 ..........................
4
1,665,068,446
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,665,068,446
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SALE OF INVESTMENT FUNDS P 2023-01-01 2024-12-31
b GAINS AND LOSSES FROM PASSTHROUGH ENTITIES P 2023-01-01 2024-12-31
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 992,837,064   950,488,629 42,348,435
b 2,203,237     2,203,237
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       42,348,435
b       2,203,237
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 44,551,672
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,219,413
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,219,413
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,219,413
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 781,190
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,500,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,281,190
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,061,777
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,061,777 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.DALIOPHILANTHROPIES.ORG
14
The books are in care ofright arrowLISA SAFIAN Telephone no.right arrow (203) 291-5000

Located atright arrowC/O DFO ONE GLENDINNING PLACE 100WESTPORTCT ZIP+4right arrow06880
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowHK, DA, SW, UK, CA
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BARBARA DALIO DIRECTOR
1.00 		0 0 0
C/O DFO ONE GLENDINNING PLACE SUITE
100
WESTPORT,CT06880
JANINE RACANELLI EXEC. DIRECTOR, TREASURER & SECRETARY
1.00 		0 0 0
C/O DFO ONE GLENDINNING PLACE SUITE
100
WESTPORT,CT06880
LISA SAFIAN ASSISTANT TREASURER
1.00 		0 0 0
C/O DFO ONE GLENDINNING PLACE SUITE
100
WESTPORT,CT06880
MARK DALIO DIRECTOR
1.00 		0 0 0
C/O DFO ONE GLENDINNING PLACE SUITE
100
WESTPORT,CT06880
MATTHEW A DALIO DIRECTOR
1.00 		0 0 0
C/O DFO ONE GLENDINNING PLACE SUITE
100
WESTPORT,CT06880
RAYMOND T DALIO PRESIDENT & DIRECTOR
1.00 		0 0 0
C/O DFO ONE GLENDINNING PLACE SUITE
100
WESTPORT,CT06880
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
MARINO MANAGEMENT SEE STATEMENT 20 16,605,372
25 FORD ROAD
WESTPORT,CT06880
BRIDGEWATER PURE ALPHA FUND II LTD INVESTMENT MANAGEMENT FEES 5,119,274
ONE NYALA FARMS ROAD
WESTPORT,CT06880
BRIDGEWATER AIA LABS MACRO FUND (CIC) II LP INVESTMENT MANAGEMENT FEES 377,299
ONE NYALA FARMS ROAD
WESTPORT,CT06880
BRIDGEWATER ASSOCIATES LP FUND ADMIN MIDDLE AND BACK OFFICE FEES 353,956
ONE NYALA FARMS ROAD
WESTPORT,CT06880
QUONA ACCION INCLUSION FUND III LP-SVB INVESTMENT MANAGEMENT FEES 250,000
1101 15TH ST STE 401
WASHINGTON,DC20005
Total number of others receiving over $50,000 for professional services.............right arrow5
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 PROGRAMMATIC AND BACK-OFFICE SUPPORT TO ENABLE PROGRAMS FOCUSED ON UNDER-REPRESENTED YOUTH AND THEIR NEEDS. THIS SUPPORT INCLUDES BUT IS NOT LIMITED TO SUPPORTING PUBLIC SCHOOL TEACHERS AND THEIR EDUCATIONAL NEEDS IN CONNECTICUT (PROVIDING SUPPLIES, TEACHER TRAINING AND EDUCATIONAL OPPORTUNITIES AND OTHER SUPPORT), PROVIDING DEDICATED CAPACITY BUILDING SUPPORT FOR WRAP AROUND SOCIAL SERVICE ORGANIZATIONS, AND PROVIDING SUPPORT TO MEET THE DIRECT NEEDS OF DISADVANTAGED YOUTH (COAT DRIVES AND OTHER NEEDS). 2,744,296
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,174,409,996
b
Average of monthly cash balances.......................
1b
146,292,767
c
Fair market value of all other assets (see instructions)................
1c
315,273,553
d
Total (add lines 1a, b, and c).........................
1d
1,635,976,316
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,635,976,316
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
24,539,645
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,611,436,671
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
80,571,834
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
80,571,834
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,219,413
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,219,413
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
79,352,421
4
Recoveries of amounts treated as qualifying distributions................
4
406,257
5
Add lines 3 and 4............................
5
79,758,678
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
79,758,678
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
59,229,224
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
59,229,224
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 79,758,678
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 14,586,699
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 14,586,699
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 59,229,224
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 59,229,224
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 14,586,699 14,586,699
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		5,942,755
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
RAYMOND T DALIO
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

4-H EDUCATION CENTER AT AUERFARM INC

158 AUER FARM RD
BLOOMFIELD,CT06002 		  PC RESTRICTED TO SUPPORT AGRICULTURE, NATURAL ENVIRONMENT AND AGRISCIENCE SKILLS 14,000

ABANA FOUNDATION INC

420 LEXINGTON AVENUE STE 835
NEW YORK,NY10170 		  PC RESTRICTED TO SUPPORT THE JOHN MACK ABANA FELLOWSHIP PROGRAM 50,000

ACCION INTERNATIONAL

1101 15TH STREET NW SUITE 400
WASHINGTON,DC20005 		  PC TO SUPPORT GENERAL OPERATIONS 75,000

ALLIANCE FOR A HEALTHIER GENERATION INC

1028 SE WATER AVE SUITE 215
PORTLAND,OR97214 		  PC RESTRICTED TO SUPPORT THE SMART SNACKS IN SCHOOLS PROGRAM 15,000

AMERICAN BIRD CONSERVANCY

PO BOX 249
THE PLAINS,VA20198 		  PC TO SUPPORT GENERAL OPERATIONS 75,000

AMERICAN COMMUNITY SCHOOL OF ABU DHABI

PO BOX 42114
ABU DHABI    
AE 		  PC RESTRICTED TO CREATE A HUB FOR EDUCATIONAL TECHNOLOGY AND PROFESSIONAL DEVELOPMENT FOR TEACHERS IN THE UAE AND MIDDLE EAST 830,500

AMERICAN FRIENDS OF BIG CHANGE INC

1075 PEACHTREE ST NE STE 3800
ATLANTA,GA30309 		  PC TO SUPPORT GENERAL OPERATIONS 31,418

AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS

424 E 92ND STREET
NEW YORK,NY10128 		  PC TO SUPPORT GENERAL OPERATIONS 15,000

ANIMAL LOVERS OF EDISTO CANINE RESCUE

PO BOX 448
EDISTO ISLAND,SC29438 		  PC TO SUPPORT GENERAL OPERATIONS 1,500

ANTHOLOGY FILM ARCHIVES

32 2ND AVE
NEW YORK CITY,NY10003 		  PC TO SUPPORT GENERAL OPERATIONS 45,000

AROGYA WORLD

1121 NORTH BETHLEHEM PIKE SUITE 60
NUMBER 189
SPRING HOUSE,PA19477 		  PC RESTRICTED TO SUPPORT TESTING A SOCIAL MEDIA OUTREACH APPROACH TO SCALING MEDICAL INTERVENTION IN INDIA 98,000

ASIA INITIATIVES

200 E 61 STREET 25AB
NEW YORK,NY10065 		  PC TO SUPPORT GENERAL OPERATIONS 10,000

BILLION OYSTER PROJECT INC

10 SOUTH ST SLIP 7
NEW YORK,NY10004 		  PC RESTRICTED TO SUPPORT EDUCATIONAL PROGRAMMING AT THE NEW YORK HARBOR SCHOOL 50,000

BILLION OYSTER PROJECT INC

10 SOUTH ST SLIP 7
NEW YORK,NY10004 		  PC TO SUPPORT GENERAL OPERATIONS 100,000

BLACK IN MARINE SCIENCE

12117 NW 47TH MN
CORAL SPRING,FL33076 		  PC RESTRICTED TO SUPPORT BIMS OCEAN EDUCATION WORK AND COLLABORATION WITH OCEANX EDUCATION 100,000

BOROUGH OF NAUGATUCK

229 CHURCH STREET
NAUGATUCK,CT06770 		  GOV RESTRICTED TO SUPPORT SHOP WITH A COP EVENT 3,000

BOWERY RESIDENTS COMMITTEE INC

131 WEST 25TH STREET 12TH FLOOR
NEW YORK,NY10001 		  PC RESTRICTED TO SUPPORT MENTAL HEALTH OUTREACH PROGRAMS IN THE NEW YORK CITY SUBWAYS 50,000

BOY SCOUTS OF AMERICA GREENWICH COUNCIL

63 MASON STREET
GREENWICH,CT06830 		  PC TO SUPPORT GENERAL OPERATIONS 50,000

BREAKING GROUND HOUSING DEVELOPMENT FUND CORPORATION

505 EIGHTH AVENUE 5TH FLOOR
NEW YORK,NY10018 		  PC RESTRICTED TO SUPPORT MENTAL HEALTH OUTREACH IN MIDTOWN MANHATTAN, BROOKLYN AND QUEENS 15,000

BRING CHANGE 2 MIND

155 SANSOME STREET SUITE NUMBER 530
SAN FRANCISCO,CA94104 		  PC TO SUPPORT GENERAL OPERATIONS 60,000

BROAD INSTITUTE INC

415 MAIN STREET
CAMBRIDGE,MA02142 		  PC RESTRICTED TO SUPPORT GENOMICS AND HEALTH DATA FOR BIPOLAR PATIENT STRATIFICATION RESEARCH 250,000

BROOKLYN ACADEMY OF MUSIC INC

30 LAFAYETTE AVE
BROOKLYN,NY11217 		  PC TO SUPPORT GENERAL OPERATIONS 25,000

BRUNSWICK SCHOOL INC

100 MAHER AVENUE
GREENWICH,CT06830 		  PC TO SUPPORT GENERAL OPERATIONS 10,000

BSL EDUCATIONAL FOUNDATION INC

PO BOX 891
HARTFORD,CT06143 		  PC RESTRICTED TO WELLNESS & HEALTH EXPO 10,000

BUDDYS SECOND CHANCE RESCUE INC

415 N FRENCH RD
BUFFALO,NY14228 		  PC TO SUPPORT GENERAL OPERATIONS 7,500

CAMILLUS HOUSE INC

PO BOX 11829
MIAMI,FL33101 		  PC TO SUPPORT GENERAL OPERATIONS 15,000

CAROLINE HOUSE INC

574 STILLMAN STREET
BRIDGEPORT,CT06608 		  PC TO SUPPORT GENERAL OPERATIONS 10,000

CATALYST CT INC

2470 FAIRFIELD AVENUE
BRIDGEPORT,CT06605 		  PC RESTRICTED FOR FUNDING ENRICHING EXPERIENCES FOR CT OPPORTUNITY PROJECT TARGET POPULATION YOUTH 3,250

CATALYST CT INC

2470 FAIRFIELD AVENUE
BRIDGEPORT,CT06605 		  PC RESTRICTED TO SUPPORT SUMMER PROGRAMMING EVENT 10,000

CATALYST CT INC

2470 FAIRFIELD AVENUE
BRIDGEPORT,CT06605 		  PC RESTRICTED TO SUPPORT THE DAVID HUNTER TRIBUTE FUND 10,000

CATHOLIC PRISON MINISTRIES COALITION

1703 WOODLAWN BLVD
AUSTIN,TX78703 		  PC TO SUPPORT GENERAL OPERATIONS 5,000

CBIA ECONOMIC GROWTH AND OPPORTUNITY FOUNDATION INC

350 CHURCH ST
HARTFORD,CT06103 		  PC RESTRICTED TO FOSTERING ECONOMIC GROWTH AND PROSPERITY IN CT 15,000

CBIA ECONOMIC GROWTH AND OPPORTUNITY FOUNDATION INC

350 CHURCH ST
HARTFORD,CT06103 		  PC RESTRICTED TO SUPPORT CT ECONOMIC DEVELOPMENT PLAN 20,000

CBIA ECONOMIC GROWTH AND OPPORTUNITY FOUNDATION INC

350 CHURCH ST
HARTFORD,CT06103 		  PC RESTRICTED TO SUPPORT THE CONNECTICUT ECONOMY CONFERENCE 15,000

CENTER FOR CHILDRENS ADVOCACY INC

65 ELIZABETH STREET
HARTFORD,CT06105 		  PC RESTRICTED TO SUPPORT SPRING FOR KIDS 2024 CHAMPION OF CHILDREN AWARDS AND YOUTH PRESENTATIONS 10,000

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		  PC RESTRICTED TO SUPPORT THE ENDOWMENT CAMPAIGN 1,000,000

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		  PC TO SUPPORT GENERAL OPERATIONS 250,000

CENTER FOR URBAN COMMUNITY SVCS

198 EAST 121ST STREET 6TH FLOOR
NEW YORK,NY10035 		  PC RESTRICTED TO SUPPORT MENTAL HEALTH OUTREACH WORK IN LOWER-MANHATTAN, AND THE JANIAN MEDICAL CARE PROGRAM 75,000

CHOPRA FOUNDATION

1227 PROSPECT ST STE 200
LA JOLLA,CA92037 		  PC TO SUPPORT GENERAL OPERATIONS 20,000

CHRISTIAN HERALD ASSOCIATION INC

90 LAFAYETTE STREET FLOOR 6
NEW YORK,NY10013 		  PC TO SUPPORT GENERAL OPERATIONS 450,000

CODEORG

801 5TH AVE SUITE 2100
SEATTLE,WA98104 		  PC TO SUPPORT GENERAL OPERATIONS 25,000

COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

622 WEST 113TH STREET MC 4524
NEW YORK,NY10025 		  PC RESTRICTED TO SUPPORT FELLOWSHIP PROGRAM IN THE DIVISION OF DIGESTIVE AND LIVER DISEASES 35,000

COMMON SENSE MEDIA

699 8TH STREET SUITE C150
SAN FRANCISCO,CA94103 		  PC TO SUPPORT GENERAL OPERATIONS 25,000

COMMUNITY ACCESS INC

ONE STATE STREET SUITE 1015
NEW YORK,NY10004 		  PC TO SUPPORT GENERAL OPERATIONS 200,000

COMMUNITY FOUNDATION OF EASTERN CONNECTICUT

68 FEDERAL STREET
NEW LONDON,CT06320 		  PC RESTRICTED TO SUPPORT AT-RISK OR DISCONNECTED YOUTH ACROSS EASTERN CT 80,000

COMPASS YOUTH COLLABORATIVE INC

55 AIRPORT RD STE 201
HARTFORD,CT06114 		  PC RESTRICTED FOR FUNDING ENRICHING EXPERIENCES FOR CT OPPORTUNITY PROJECT TARGET POPULATION YOUTH 12,350

COMPASS YOUTH COLLABORATIVE INC

55 AIRPORT RD STE 201
HARTFORD,CT06114 		  PC RESTRICTED TO CONDUCT RAPID CYCLE LEARNING ASSESSMENTS 180,000

COMPASS YOUTH COLLABORATIVE INC

55 AIRPORT RD STE 201
HARTFORD,CT06114 		  PC RESTRICTED TO THE DAVID HUNTER TRIBUTE FUND 10,000

COMPASS YOUTH COLLABORATIVE INC

55 AIRPORT RD STE 201
HARTFORD,CT06114 		  PC TO SUPPORT GENERAL OPERATIONS 1,000,000

COMPUTER SCIENCE TEACHERS ASSOCIATION LLC

332 SOUTH MICHIGAN AVENUE SUITE
121-C985
CHICAGO,IL60604 		  PC TO SUPPORT GENERAL OPERATIONS 25,000

CONNECTICUT COALITION TO END HOMELESSNESS INC

257 LAWRENCE STREET
HARTFORD,CT06106 		  PC RESTRICTED TO SUPPORT 21ST ANNUAL TRAINING INSTITUTE EVENT 10,000

CONNECTICUT CONFERENCE OF MUNICIPALITIES

545 LONG WHARF DRIVE 8TH FLOOR
NEW HAVEN,CT06511 		  GOV RESTRICTED TO DEVELOPING A STRATEGY FOR ADDRESSING CONNECTICUT'S UNSPOKEN CRISIS 700,000

CONNECTICUT EDUCATION FOUNDATION INC

21 OAK STREET
HARTFORD,CT06106 		  PC RESTRICTED TO PROVIDING ESSENTIAL SCHOOL SUPPLIES AND LIVING NECESSITIES FOR STUDENTS IN NEED 10,000

CONNECTICUT EDUCATION FOUNDATION INC

21 OAK STREET
HARTFORD,CT06106 		  PC TO SUPPORT GENERAL OPERATIONS 75,000

CONNECTICUT RISE NETWORK INC

700 STATE STREET SUITE 301
NEW HAVEN,CT06511 		  PC RESTRICTED TO SUPPORT A NATIONAL SERVICE PROGRAM WITH AMERICORP'S COMMISSION SERVE CONNECTICUT 34,903

CONNECTICUT RISE NETWORK INC

700 STATE STREET SUITE 301
NEW HAVEN,CT06511 		  PC TO SUPPORT GENERAL OPERATIONS 2,000,000

CONNECTICUT VIOLENCE INTERVENTION AND PREVENTION INC

230 ASHMUN STREET
NEW HAVEN,CT06511 		  PC RESTRICTED FOR FUND ENRICHING EXPERIENCES FOR CT OPPORTUNITY PROJECT TARGET POPULATION YOUTH 3,250

CONNECTICUT VIOLENCE INTERVENTION AND PREVENTION INC

230 ASHMUN STREET
NEW HAVEN,CT06511 		  PC RESTRICTED TO EMPOWERING YOUNG INDIVIDUALS AND PROVIDING THEM WITH OPPORTUNITIES FOR EDUCATION AND GROWTH. 10,000

CONNECTICUT VIOLENCE INTERVENTION AND PREVENTION INC

230 ASHMUN STREET
NEW HAVEN,CT06511 		  PC RESTRICTED TO ENSURE STABILITY OF THE MISSIONS, PROGRAMS AND ONGOING OPERATIONS 153,170

CONNECTICUT VIOLENCE INTERVENTION AND PREVENTION INC

230 ASHMUN STREET
NEW HAVEN,CT06511 		  PC RESTRICTED TO SUPPORT THE DAVID HUNTER TRIBUTE FUND 10,000

CONNECTICUT VIOLENCE INTERVENTION AND PREVENTION INC

230 ASHMUN STREET
NEW HAVEN,CT06511 		  PC TO SUPPORT GENERAL OPERATIONS 750,000

COUNCIL ON FOREIGN RELATIONS INC

58 EAST 68TH STREET
NEW YORK,NY10065 		  PC TO SUPPORT GENERAL OPERATIONS 100,000

CREATIVE COMMONS CORPORATION

PO BOX 1866
MOUNTAIN VIEW,CA94042 		  PC TO SUPPORT GENERAL OPERATIONS 100,000

CRYSTAL BRIDGES MUSEUM OF AMERICAN ART INC

600 MUSEUM WAY
BENTONVILLE,AR72712 		  PC RESTRICTED TO SUPPORT THE MOMENTARY'S ARTIST IN RESIDENCY PROGRAM 15,000

DAVID LYNCH FDN FOR CONSCIOUSNESS-BASED EDUCATION AND WORLD PEACE

685 THIRD AVENUE 17TH FLOOR
NEW YORK,NY10017 		  PC TO SUPPORT GENERAL OPERATIONS 1,025,000

DESDAS GRATE INC

192 MAYFLOWER AVENUE
NEW ROCHELLE,NY10801 		  PC RESTRICTED TO SUPPORT SUMMER CAMP OPPORTUNITIES 10,100

DIDI HIRSCH PSYCHIATRIC SERVICE

4760 S SEPULVEDA BLVD
CULVER CITY,CA90230 		  PC RESTRICTED TO SUPPORT CARE COORDINATION FOR LOW-INCOME PATIENTS 20,000

DIGITUNITY INC

120 N SOUTH RD UNIT C284
NORTH CONWAY,NH03860 		  PC TO SUPPORT GENERAL OPERATIONS 50,000

DOMINICAN SISTERS OF HOPE INC

299 N HIGHLAND AVE
OSSINING,NY105622327 		  PC RESTRICTED TO SUPPORT THE CENTER AT MARIANDALE 25,000

DOMUS KIDS INC

83 LOCKWOOD AVE
STAMFORD,CT06902 		  PC RESTRICTED TO FUNDING ENRICHING EXPERIENCES FOR CT OPPORTUNITY PROJECT TARGET POPULATION YOUTH 27,625

DOMUS KIDS INC

83 LOCKWOOD AVE
STAMFORD,CT06902 		  PC RESTRICTED TO SUPPORT THE DAVID HUNTER TRIBUTE FUND 10,000

DOMUS KIDS INC

83 LOCKWOOD AVE
STAMFORD,CT06902 		  PC TO SUPPORT GENERAL OPERATIONS 1,000,000

DONORSCHOOSEORG

134 W 37TH ST FLOOR 11
NEW YORK,NY10018 		  PC RESTRICTED TO SUPPORT TEACHER APPRECIATION WEEK 300,000

EAST HARTFORD PUBLIC SCHOOLS

1110 MAIN STREET
EAST HARTFORD,CT06108 		  GOV RESTRICTED TO SUPPORT PARTICIPATION IN THE RISE NETWORK DURING THE 2024-2025 ACADEMIC YEAR 133,000

EHEALTH AFRICA

1200 G ST NW STE 800
WASHINGTON,DC20005 		  PC RESTRICTED TO SUPPORT CLINICAL DECISION SUPPORT SYSTEMS IN NIGERIA IN ORDER TO DELIVER EVIDENCE-BASED CARE TO THEIR CLIENTS 70,000

ELLIS MARSALIS CENTER FOR MUSIC INC

1901 BARTHOLOMEW STREET
NEW ORLEANS,LA70117 		  PC TO SUPPORT GENERAL OPERATIONS 125,000

EVERGLADES ANGELS DOG RESCUE INC

2637 E ATLANTIC BLVD STE UNIT 269
POMPANO BEACH,FL33062 		  PC TO SUPPORT GENERAL OPERATIONS 10,000

FERD AND GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PALM BEACH

5841 CORPORATE WAY STE 200
WEST PALM BCH,FL33407 		  PC RESTRICTED TO SUPPORT THE CENTER FOR BELONGING AND WELLBEING 25,000

FILM FORUM INC

209 W HOUSTON ST
NEW YORK,NY10014 		  PC RESTRICTED TO SHOWCASE AND PROMOTE EASTERN EUROPEAN DIRECTORS AND THEIR CINEMATIC INFLUENCES 300,000

FILM FORUM INC

209 W HOUSTON ST
NEW YORK,NY10014 		  PC TO SUPPORT GENERAL OPERATIONS 150,000

FOREIGN POLICY ASSOCIATION INCORPORATED

551 5TH AVENUE SUITE 3000
NEW YORK,NY10176 		  PC TO SUPPORT GENERAL OPERATIONS 30,000

FORGE CITY WORKS

227 LAWRENCE STREET
HARTFORD,CT06106 		  PC RESTRICTED FOR FUNDING ENRICHING EXPERIENCES FOR CT OPPORTUNITY PROJECT TARGET POPULATION YOUTH 2,600

FORGE CITY WORKS

227 LAWRENCE STREET
HARTFORD,CT06106 		  PC RESTRICTED TO SUPPORT ANNUAL FARM TO FORGE EVENT 15,000

FORGE CITY WORKS

227 LAWRENCE STREET
HARTFORD,CT06106 		  PC RESTRICTED TO SUPPORT DATA INFRASTRUCTURE DEVELOPMENT 250,000

FORGE CITY WORKS

227 LAWRENCE STREET
HARTFORD,CT06106 		  PC RESTRICTED TO SUPPORT THE DAVID HUNTER TRIBUTE FUND 10,000

FOUNDATION FOR LEARNING EQUALITY INC

9700 GILMAN DR PMB 323
LA JOLLA,CA92093 		  PC RESTRICTED TO DEPLOY AI MODELS FOR OFFLINE EDUCATION AND LEARNING 500,000

FOUNDATION FOR NEW YORKS STRONGEST INC

44 BEAVER STREET 11TH FLOOR ROOM
1120
NEW YORK,NY10004 		  PC TO SUPPORT GENERAL OPERATIONS 15,000

FOUNTAIN HOUSE INC

425 WEST 47TH STREET
NEW YORK,NY100362304 		  PC RESTRICTED TO SUPPORT THE IMPLEMENTATION OF A NEW CLIENT TRACKING SYSTEM 300,000

FRIENDS OF COLLETON COUNTY ANIMAL SHELTER

33 POOR FARM ROAD
WALTERBORO,SC29488 		  PC TO SUPPORT GENERAL OPERATIONS 1,500

FRIENDS OF THE HIGH LINE INC

THE DILLER-VON FURSTENBERG BUILDING
820 WASHINGTON STREET
NEW YORK,NY10014 		  PC TO SUPPORT GENERAL OPERATIONS 10,000

GAMES FOR CHANGE INC

6 E 43RD ST FL 15
NEW YORK,NY10017 		  PC TO SUPPORT GENERAL OPERATIONS 250,000

GENERATION - YOU EMPLOYED INC

601 PENNSYLVANIA AVE SUITE 900
WASHINGTON,DC20004 		  PC RESTRICTED TO SUPPORT THE EXPANSION OF THE UNITY PROGRAM IN LATIN AMERICA 100,000

GLOUCESTER MARINE GENOMICS INSTITUTE INCORPORATED

417 MAIN STREET
GLOUCESTER,MA01930 		  PC RESTRICTED TO SUPPORT COLLABORATIVE RESEARCH AND EXPLORATION MISSION IN INDONESIA 53,599

GLOUCESTER MARINE GENOMICS INSTITUTE INCORPORATED

417 MAIN STREET
GLOUCESTER,MA01930 		  PC RESTRICTED TO SUPPORT THE PROCESSING AND ANALYSIS OF DATA COLLECTED DURING THE INDONESIA SCIENTIFIC MISSION 126,075

GNOME FOUNDATION INC

117 21C ORINDA WAY
ORINDA,CA94563 		  PC TO SUPPORT GENERAL OPERATIONS 150,000

GODDARD RIVERSIDE COMMUNITY CENTER

593 COLUMBUS AVE
NEW YORK,NY10024 		  PC RESTRICTED TO SUPPORT NIGHTTIME MENTAL HEALTH OUTREACH ACROSS MANHATTAN 50,000

GRAMEEN AMERICA INC

82-11 37TH SUITE 607
JACKSON HEIGHTS,NY11372 		  PC TO SUPPORT GENERAL OPERATIONS 1,000,000

GREENWICH GREEN AND CLEAN INC

113 PEMBERWICK ROAD
GREENWICH,CT06831 		  PC TO SUPPORT GENERAL OPERATIONS 15,000

GREENWICH HISTORICAL SOCIETY INC

47 STRICKLAND ROAD
COS COB,CT06807 		  PC TO SUPPORT GENERAL OPERATIONS 10,000

GREENWICH LIBRARY

101 W PUTNAM AVE TRUSTEES OFFICE
GREENWICH,CT06830 		  PC TO SUPPORT GENERAL OPERATIONS 250,000

GREENWICH TOWN PARTY INC

PO BOX 59
OLD GREENWICH,CT06870 		  PC RESTRICTED TO SUPPORT THE 2024 GREENWICH TOWN PARTY 2,250,000

GREENWICH TREE CONSERVANCY INC

PO BOX 4215
GREENWICH,CT06831 		  PC TO SUPPORT GENERAL OPERATIONS 10,000

GREENWICH VILLAGE SOCIETY FOR HISTORIC PRESERVATION

232 EAST 11 STREET
NEW YORK,NY10003 		  PC TO SUPPORT GENERAL OPERATIONS 35,000

GROUNDWORK USA INC

22 MAIN STREET 2ND FLOOR
YONKERS,NY10701 		  PC RESTRICTED TO SUPPORT BROWNFIELD REVITALIZATION WORK 25,000

HACK FOUNDATION

8605 SANTA MONICA BLVD 86294
WEST HOLLYWOOD,CA90069 		  PC RESTRICTED TO PILOTING SCALABLE APPRENTICESHIP MODEL AND TO SUPPORT FORMAL EXPANSION INTO COLLEGE AUDIENCES 400,000

HARTFORD PUBLIC SCHOOLS

960 MAIN STREET
HARTFORD,CT06103 		  GOV RESTRICTED TO SUPPORT PARTICIPATION IN THE RISE NETWORK DURING THE 2024-2025 ACADEMIC YEAR 12,000

HARTFORD'S PROUD DRILL DRUM AND DANCE GROUP

54 BURTON ST
HARTFORD,CT06112 		  PC TO SUPPORT GENERAL OPERATIONS 5,000

HEART CARE INTERNATIONAL INC

139 E PUTNAM AVE
GREENWICH,CT06830 		  PC TO SUPPORT GENERAL OPERATIONS 25,000

HIGHLANDS SCHOOL INC

2409 CRESWELL ROAD
BEL AIR,MD21015 		  PC RESTRICTED TO SUPPORT THE MEDICAL AND FINANCIAL NEEDS OF DISADVANTAGED STUDENTS IDENTIFIED BY THE GRANTEE 30,000

HOPE FOR HAITI INC

1021 5TH AVENUE NORTH
NAPLES,FL34102 		  PC TO SUPPORT GENERAL OPERATIONS 50,000

HOPE FOR THE WARRIORS

8003 FORBES PLACE SUITE 320
SPRINGFIELD,VA22151 		  PC TO SUPPORT GENERAL OPERATIONS 3,500

HUMANE SOCIETY OF GR MIAMI DADE CTY SOCIETY FOR POCTA AAP PRI

16101 WEST DIXIE HIGHWAY
NORTH MIAMI BEACH,FL33160 		  PC TO SUPPORT GENERAL OPERATIONS 10,500

HUMANE SOCIETY OF THE UNITED STATES

1255 23RD STREET NW SUITE 450
WASHINGTON,DC20037 		  PC RESTRICTED TO SUPPORT RESCUE OPERATIONS FROM HURRICANES MILTON AND HELENE 20,000

IMPACT CITY FC

6308 HIGHWAY N
ST CHARLES,MO63304 		  PC TO SUPPORT GENERAL OPERATIONS 20,000

INFORMATION EQUITY INITIATIVE INC

3300 ARAPAHOE AVENUE SUITE 217
BOULDER,CO80303 		  PC TO SUPPORT GENERAL OPERATIONS 50,000

INTERNATIONAL BIPOLAR FOUNDATION

1050 ROSECRANS STREET SUITE M
SAN DIEGO,CA92106 		  PC TO SUPPORT GENERAL OPERATIONS 10,000

INTERNATIONAL JUSTICE MISSION

PO BOX 2227
ARLINGTON,VA22202 		  PC TO SUPPORT GENERAL OPERATIONS 5,000

KABOOM INC

7200 WISCONSIN AVE STE 400
BETHESDA,MD20814 		  PC RESTRICTED TO SUPPORT THE CREATION OF A PLAYGROUND IN CT OR MIAMI, FL 160,000

KEEP STAMFORD BEAUTIFUL INC

5 LANDMARK SQUARE
STAMFORD,CT06901 		  PC RESTRICTED TO SUPPORT STAMFORD PARKS COMMUNITY PARTNERSHIP INITIATIVE 100,000

KNIGHTS OF COLUMBUS CHARITIES INC

ONE COLUMBUS PLAZA
NEW HAVEN,CT06510 		  PC TO SUPPORT GENERAL OPERATIONS 1,000

LA MAMA EXPERIMENTAL THEATRE CLUB INC

74 E EAST 4TH STREET
NEW YORK,NY10003 		  PC TO SUPPORT GENERAL OPERATIONS 150,000

LEADERS IN TECH INC

5432 GEARY BLVD 700
SAN FRANCISCO,CA94121 		  PC TO SUPPORT GENERAL OPERATIONS 100,000

LIBERTY SCIENCE CENTER INC

LIBERTY STATE PARK 222 JERSEY CITY
BLVD
JERSEY CITY,NJ073054699 		  PC RESTRICTED TO SUPPORT THE DEVELOPMENT OF EDUCATIONAL OCEAN-RELATED PROGRAMMING AND TO EXPLORE COLLABORATION WITH OCEANX EDUCATION 50,000

LOS ANGELES COUNTY ANIMAL CARE FOUNDATION

5898 CHERRY AVE
LONG BEACH,CA90805 		  SO III FI TO SUPPORT GENERAL OPERATIONS 1,000

MALTA HOUSE INC

139 WEST ROCKS ROAD
NORWALK,CT06851 		  PC TO SUPPORT GENERAL OPERATIONS 10,000

MANCHESTER PUBLIC SCHOOLS

45 NORTH SCHOOL STREET
MANCHESTER,CT06042 		  GOV RESTRICTED TO SUPPORT PARTICIPATION IN THE RISE NETWORK DURING THE 2024-2025 ACADEMIC YEAR 133,000

MANIC DEPRESSIVE ILLNESS FOUNDATION

2745 BRANDYWINE ST NW
WASHINGTON,DC20008 		  PC RESTRICTED TO SUPPORT RESEARCH IN MOOD DISORDERS 179,476

MAP EDUCATIONAL FUND

70 EAST 77TH ST SUITE 1C
NEW YORK,NY10075 		  PC TO SUPPORT GENERAL OPERATIONS 20,000

MARIAN CENTER SCHOOL AND SERVICES

15701 NW 37TH AVE
MIAMI GARDENS,FL33054 		  PC TO SUPPORT GENERAL OPERATIONS 1,000

MARY MCDOWELL FRIENDS SCHOOL

20 BERGEN ST
BROOKLYN,NY11201 		  PC RESTRICTED TO SUPPORT INTERNATIONAL TRAVEL PROGRAMS AND UNDER-RESOURCED STUDENTS 250,000

MARY MCDOWELL FRIENDS SCHOOL

20 BERGEN ST
BROOKLYN,NY11201 		  PC TO SUPPORT GENERAL OPERATIONS 10,000

MCLEAN HOSPITAL

115 MILL ST
BELMONT,MA02478 		  PC RESTRICTED TO SUPPORT THE PEER SPECIALISTS PROGRAM 160,000

MERIDEN PUBLIC SCHOOLS

22 LIBERTY STREET
MERIDEN,CT06450 		  GOV RESTRICTED TO SUPPORT PARTICIPATION IN THE RISE NETWORK DURING 2024-2025 ACADEMIC YEAR 253,000

METROPOLITAN OPERA ASSOCIATION INC

30 LINCOLN CENTER PLZ
NEW YORK,NY10023 		  PC RESTRICTED TO SUPPORT THE ACCESS OPERA EDUCATIONAL PROGRAM 25,000

METROPOLITAN OPERA ASSOCIATION INC

30 LINCOLN CENTER PLZ
NEW YORK,NY10023 		  PC RESTRICTED TO SUPPORT THE DEVELOPMENT AND BROADCASTING OF RADIO PROGRAMS 25,000

MIDDLETOWN PUBLIC SCHOOLS

311 HUNTING HILL AVE
MIDDLETOWN,CT06457 		  GOV RESTRICTED TO SUPPORT PARTICIPATION IN THE RISE NETWORK DURING THE 2024-2025 ACADEMIC YEAR 126,000

MUSEUM OF THE CITY OF NEW YORK

1220 FIFTH AVENUE
NEW YORK,NY100295287 		  PC TO SUPPORT GENERAL OPERATIONS 25,000

NAMI NATIONAL

4301 WILSON BLVD SUITE 300
ARLINGTON,VA22203 		  PC TO SUPPORT GENERAL OPERATIONS 100,000

NATIONAL ALLIANCE ON MENTAL ILLNESS OF NEW YORK CITY METRO

307 WEST 38 STEET 8TH FLOOR
NEW YORK,NY10018 		  PC TO SUPPORT GENERAL OPERATIONS 100,000

NATIONAL COMMITTEE ON UNITED STATES CHINA RELATIONS INC

52 VANDERBILT AVE
NEW YORK,NY10017 		  PC TO SUPPORT GENERAL OPERATIONS 500,000

NATIONAL FISH AND WILDLIFE FOUNDATION

1625 EYE STREET NW SUITE 300
WASHINGTON,DC20006 		  PC TO SUPPORT GENERAL OPERATIONS 300,000

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH STREET
NEW YORK,NY10011 		  PC RESTRICTED TO SUPPORT THE READY FOR RENEWABLES COMMUNICATIONS STRATEGY 300,000

NAUGATUCK PUBLIC SCHOOLS

380 CHURCH STREET
NAUGATUCK,CT06770 		  GOV RESTRICTED TO SUPPORT PARTICIPATION IN THE RISE NETWORK DURING THE 2024-2025 ACADEMIC YEAR 127,000

NEW HAVEN PRIDE CENTER

50 ORANGE STREET
NEW HAVEN,CT06510 		  PC TO SUPPORT GENERAL OPERATIONS 25,000

NEW ORLEANS MUSICIANS ASSISTANCE FOUNDATION

1525 LOUISIANA AVENUE
NEW ORLEANS,LA70115 		  PC TO SUPPORT GENERAL OPERATIONS 20,000

NEW YORK BOTANICAL GARDEN

2900 SOUTHERN BOULEVARD
BRONX,NY10458 		  PC TO SUPPORT GENERAL OPERATIONS 25,000

NEW YORK CITY FOUNDATION FOR COMPUTER SCIENCE EDUCATION

282 KATONAH AVENUE 1144
KATONAH,NY10536 		  PC TO SUPPORT GENERAL OPERATIONS 25,000

NEW YORK PUBLIC RADIO

160 VARICK STREET 7TH FLOOR
NEW YORK,NY10013 		  PC TO SUPPORT GENERAL OPERATIONS 50,000

NEW YORK-PRESBYTERIAN FUND INC

525 EAST 68TH STREET
NEW YORK,NY10065 		  PC TO SUPPORT GENERAL OPERATIONS 5,000,000

NIA TERO FOUNDATION

501 E PINE ST STE 300
SEATTLE,WA98122 		  PC TO SUPPORT GENERAL OPERATIONS 1,000,000

NORWALK HOSPITAL FOUNDATION INC

34 MAPLE STREET
NORWALK,CT06856 		  PC RESTRICTED TO SUPPORT THE CAMPAIGN FOR NORWALK HOSPITAL 100,000

NORWALK PUBLIC SCHOOLS

125 EAST AVENUE
NORWALK,CT06852 		  GOV RESTRICTED TO SUPPORT PARTICIPATION IN THE RISE NETWORK DURING THE 2024-2025 ACADEMIC YEAR 33,000

OCEAN ALLIANCE INC

32 HORTON STREET
GLOUCESTER,MA01930 		  PC RESTRICTED TO SUPPORT EDUCATION AND MEDIA WORK USING DRONES FOR WHALE RESEARCH 100,000

OCEAN DISCOVERY LEAGUE INC

PO BOX 182
SAUNDERSTOWN,RI02874 		  PC RESTRICTED TO SUPPORT 3D DATA VISUALIZATION OF DEEP-SEA EXPLORATION GOALS 50,000

ONE TREE PLANTED INC

145 PINE HAVEN SHORES ROAD 1000D
SHELBURNE,VT05482 		  PC TO SUPPORT GENERAL OPERATIONS 5,000

ORCHESTRA OF THE AMERICAS GROUP INC

1701 RHODE ISLAND NW
WASHINGTON,DC20036 		  PC TO SUPPORT GENERAL OPERATIONS 25,000

OUR PIECE OF THE PIE INC

20-28 SARGEANT STREET
HARTFORD,CT06105 		  PC RESTRICTED FOR FUNDING ENRICHING EXPERIENCES FOR CT OPPORTUNITY PROJECT TARGET YOUTH POPULATION 29,250

OUR PIECE OF THE PIE INC

20-28 SARGEANT STREET
HARTFORD,CT06105 		  PC RESTRICTED TO SUPPORT CHAMPIONS OF YOUTH EVENT 10,000

OUR PIECE OF THE PIE INC

20-28 SARGEANT STREET
HARTFORD,CT06105 		  PC RESTRICTED TO SUPPORT THE DAVID HUNTER TRIBUTE FUND 10,000

OUR PIECE OF THE PIE INC

20-28 SARGEANT STREET
HARTFORD,CT06105 		  PC TO SUPPORT GENERAL OPERATIONS 1,000,000

PATHWAYS INC

175 MILBANK AVE
GREENWICH,CT06830 		  PC TO SUPPORT GENERAL OPERATIONS 50,000

PBS FOUNDATION

1225 S CLARK STREET
ARLINGTON,VA22202 		  SO I TO SUPPORT GENERAL OPERATIONS 25,000

POPULATION SERVICES INTERNATIONAL

1120 NINETEENTH STREET NW SUITE 600
WASHINGTON,DC20036 		  PC RESTRICTED TO SUPPORT ASSESSMENTS OF PATIENT-REPORTED METRICS FOR PEOPLE-CENTERED CARE AND JOURNEY MAPPING METHODOLOGIES 55,000

PRESERVATION HALL FOUNDATION INC

726 SAINT PETER STREET
NEW ORLEANS,LA70116 		  PC RESTRICTED TO SUPPORT THE CAPITAL CAMPAIGN 50,000

PRESERVATION HALL FOUNDATION INC

726 SAINT PETER STREET
NEW ORLEANS,LA70116 		  PC TO SUPPORT GENERAL OPERATIONS 125,000

PROJECT FOR PUBLIC SPACES INC

49 5TH AVENUE 1025
BROOKLYN,NY11217 		  PC TO SUPPORT GENERAL OPERATIONS 50,000

QUILL

41 E 11TH ST 11TH FLOOR
NEW YORK,NY10003 		  PC RESTRICTED TO SUPPORT THE DEVELOPMENT OF AI CURRICULUM FOR STUDENTS 50,000

RANSOMED HEART MINISTRIES

PO BOX 51065
COLORADO SPRINGS,CO80949 		  PC TO SUPPORT GENERAL OPERATIONS 5,000

ROBIN HOOD FOUNDATION

826 BROADWAY 9TH FLOOR
NEW YORK,NY10003 		  PC TO SUPPORT GENERAL OPERATIONS 100,000

ROCA INC

101 PARK STREET
CHELSEA,MA02150 		  PC RESTRICTED TO SUPPORT ENRICHING EXPERIENCES FOR CT OPPORTUNITY PROJECT TARGET POPULATION YOUTH 5,850

ROCA INC

101 PARK STREET
CHELSEA,MA02150 		  PC RESTRICTED TO SUPPORT COMMUNITY VICTIMS OF VIOLENCE 6,000

ROCA INC

101 PARK STREET
CHELSEA,MA02150 		  PC RESTRICTED TO SUPPORT THE DAVID HUNTER TRIBUTE FUND 10,000

ROCKEFELLER PHILANTHROPY ADVISORS INC

120 BROADWAY SUITE 3475
NEW YORK,NY10271 		  PC RESTRICTED TO SUPPORT AN INTERNATIONAL COLLABORATIVE DEDICATED TO PRESERVING OCEAN HEALTH 3,000,000

SAINT ANDREWS SCHOOL OF BOCA RATON INC

3900 JOG RD
BOCA RATON,FL33434 		  PC RESTRICTED TO SUPPORT THE ENDOWMENT CAMPAIGN 3,000,000

SAINT ANDREWS SCHOOL OF BOCA RATON INC

3900 JOG RD
BOCA RATON,FL33434 		  PC TO SUPPORT GENERAL OPERATIONS 20,000

SAINT ANNS SCHOOL

129 PIERREPONT ST
BROOKLYN,NY11201 		  PC RESTRICTED TO STUDENT SCHOLARSHIPS AND THE ANNUAL FUND 150,105

SAINT ANNS SCHOOL

129 PIERREPONT ST
BROOKLYN,NY11201 		  PC RESTRICTED TO SUPPORT THE "NOW AND TOMORROW" CAMPAIGN 800,000

SAINT ANNS SCHOOL

129 PIERREPONT ST
BROOKLYN,NY11201 		  PC TO SUPPORT GENERAL OPERATIONS 60,000

SCRATCH FOUNDATION

459 COLUMBUS AVENUE UNIT 1112
NEW YORK,NY10024 		  PC RESTRICTED TO DEVELOP NEW FEATURES THAT FOSTER COLLABORATION AND COMMUNITY-BUILDING PARTICULARLY FOR YOUNG PEOPLE FROM UNDERSERVED GROUPS 1,000,000

SECOND CONGREGATIONAL CHURCH OF GREENWICH

139 EAST PUTNAM AVE
GREENWICH,CT06830 		  PC RESTRICTED TO SUPPORT THE STEWARDSHIP CAMPAIGN 30,000

SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW

PO BOX 150
FORT WORTH,TX76101 		  PC TO SUPPORT GENERAL OPERATIONS 1,000

SPRING STREET CLIMATE FUND INC

PO BOX 24685
BROOKLYN,NY11202 		  PC TO SUPPORT GENERAL OPERATIONS 10,000

STAMFORD PUBLIC SCHOOLS

888 WASHINGTON BLVD
STAMFORD,CT06901 		  GOV RESTRICTED TO SUPPORT PARTICIPATION IN THE RISE NETWORK DURING THE 2024-2025 ACADEMIC YEAR 32,000

SUN SCHOLARS INC

39 RUSS STREET
HARTFORD,CT06106 		  PC RESTRICTED TO SUPPORT THE SUN MEMORIAL FUND 20,000

SUSAN G KOMEN BREAST CANCER FOUNDATION

13770 NOEL ROAD SUITE 801889
DALLAS,TX75380 		  PC TO SUPPORT GENERAL OPERATIONS 15,000

SUSTAINABLE SURF

PO BOX 3058
MANHATTAN BEACH,CA90266 		  PC RESTRICTED TO SUPPORT THE SEATREES PROGRAM 10,000

TEATRO ALLA SCALA ASSOCIATION OF AMERICA INC

115 E 34TH ST 1933
NEW YORK,NY10016 		  PC TO SUPPORT GENERAL OPERATIONS 100,000

TED FOUNDATION INC

330 HUDSON ST 11TH FLOOR
NEW YORK,NY10013 		  POF RESTRICTED TO SUPPORT TED'S INFECTIOUS GENEROSITY BOOK LAUNCH 1,000,000

TEDDY MALONEY FOUNDATION INC

425 OLD HICKORY ROAD
FAIRFIELD,CT06824 		  PC TO SUPPORT GENERAL OPERATIONS 15,000

THE ASPEN INSTITUTE INC

2300 N ST NW STE 700
WASHINGTON,DC20037 		  PC RESTRICTED TO SUPPORT THE ECONOMIC STRATEGY GROUP 1,000,000

THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY

STANFORD UNIVERSITY DEVELOPMENT
SERVICES 326 GALVEZ STREET
STANFORD,CA94305 		  PC RESTRICTED TO SUPPORT REAL TIME CARBON FLUX MONITORING IN THE OCEAN 300,000

THE CARVER INC

7 ACADEMY STREET
NORWALK,CT06850 		  PC TO SUPPORT GENERAL OPERATIONS 450,000

THE GLOBAL DEVELOPMENT INCUBATOR INC

1401 K ST NW STE 900
WASHINGTON,DC20005 		  PC RESTRICTED TO SUPPORT VALUE-BASED CARE REFORMS IN INDIA AND TO INFORM GLOBAL CONVERSATIONS WITH LOCALLY DEVELOPED SOLUTIONS 120,000

THE MUSEUM OF MODERN ART

11 WEST 53RD STREET
NEW YORK,NY10019 		  PC RESTRICTED TO SUPPORT FILM PRESERVATION INITIATIVES 25,000

THE NATURE CONSERVANCY

4245 N FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		  PC RESTRICTED TO SUPPORT THE NEWLAB COLLABORATION TO DEVELOP TECH FOR OCEAN CONSERVATION 150,000

THE NEW YORK COMMUNITY TRUST

909 THIRD AVE
NEW YORK,NY10022 		  PC RESTRICTED TO SUPPORT THE CARE COORDINATION FOR NEW YORKERS EXPERIENCING HOMELESSNESS AND SERIOUS MENTAL ILLNESS PROJECT 160,000

THE RYAN LICHT SANG BIPOLAR FOUNDATION INC

875 N MICHIGAN AVE STE 3100
CHICAGO,IL60611 		  PC TO SUPPORT GENERAL OPERATIONS 15,000

THEATRE OF THE EMERGING AMERICAN MOMENT

138 SOUTH OXFORD STREET STE 4C
BROOKLYN,NY11217 		  PC TO SUPPORT GENERAL OPERATIONS 25,000

TISBEST PHILANTHROPY

5950 6TH AVE S STE 111
SEATTLE,WA981083317 		  PC TO SUPPORT A PROGRAM TO ENCOURAGE GIVING 6,901,200

TREES NEW YORK INC

100 GOLD STREET SUITE 3100
NEW YORK,NY10038 		  PC RESTRICTED TO SUPPORT THE TREES WEST VILLAGE PROJECT 50,000

U C SAN DIEGO FOUNDATION

9500 GILMAN DRIVE MC 0940
LA JOLLA,CA92093 		  PC RESTRICTED TO SUPPORT THE GLOBAL EDNA FISHERIES WORKSHOP IN ROME 75,000

UNITED METHODIST CITY SOCIETY

475 RIVERSIDE DRIVE SUITE 1922
NEW YORK,NY10115 		  PC RESTRICTED TO SUPPORT THE ANCHOR HOUSE PROGRAM 25,000

UNIVERSITY OF CHICAGO

5235 S HARPER COURT 4TH FLOOR
CHICAGO,IL60615 		  PC RESTRICTED TO SUPPORT THE ODYSSEY SCHOLARSHIP PROGRAM 150,000

UNIVERSITY OF NEW HAVEN

300 BOSTON POST ROAD
WEST HAVEN,CT06516 		  PC RESTRICTED TO 2024 PATHWAYS TO YOUTH SUCCESS CONFERENCE 10,000

UNIVERSITY OF NEW HAVEN

300 BOSTON POST ROAD
WEST HAVEN,CT06516 		  PC RESTRICTED TO SUPPORT TOW YOUTH JUSTICE INSTITUTE PROGRAMMING 1,000,000

URBAN LEAGUE OF GREATER HARTFORD INC

140 WOODLAND STREET
HARTFORD,CT06105 		  PC RESTRICTED TO SUPPORT THE ANNUAL EQUAL OPPORTUNITY DAY EVENT 10,000

UTAH FILM CENTER

50 W BROADWAY 1125
SALT LAKE CITY,UT84101 		  PC RESTRICTED TO SUPPORT THE KELLY SLATER DOCUMENTARY 150,000

VILLAGEREACH

210 S HUDSON ST SUITE 307
SEATTLE,WA98134 		  PC TO SUPPORT GENERAL OPERATIONS 100,000

VITAMIN ANGEL ALLIANCE INC

PO BOX 4490
SANTA BARBARA,CA93140 		  PC RESTRICTED TO SUPPORT VITAMIN DISTRIBUTION PROGRAM 25,000

VOUS CHURCH INC

1951 NW 7TH AVE STE 160/355
MIAMI,FL33136 		  PC TO SUPPORT GENERAL OPERATIONS AND YEAR END MATCHING GRANT CHALLENGE 100,000

WORLD TRADE CENTER PERFORMING ARTS CENTER INC

ONE LIBERTY PLAZA 29TH FLOOR
NEW YORK,NY10006 		  PC RESTRICTED TO SUPPORT THE 2024 ICONS OF CULTURE FESTIVAL 250,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		  PC RESTRICTED TO SUPPORT ANNUAL PHILANTHROPY CONFERENCE 14,000

YWCA GREENWICH CONNECTICUT INC

259 EAST PUTNAM AVENUE
GREENWICH,CT06830 		  PC RESTRICTED TO SUPPORT FATHER'S DAY CAMPAIGN AGAINST DOMESTIC VIOLENCE 25,000

KONSERVASI INTERNATIONAL

GRAHA INTI FAUZI BUILDING 9TH FLOOR
JI BUNCIT RAYA NO22 SUNDAY MARKET
SOUTH JAKARTA   12510
ID 		  NC TO SUPPORT CREATION OF PATHWAYS AND STRATEGIES THAT WILL FOSTER LONG-TERM SUSTAINABILITY OF FISHERIES AND MARINE RESOURCES WITH A KEY FOCUS ON YOUTH ENGAGEMENT AND COLLABORATION. 406,257
Total .................................right arrow 3a 50,888,478
bApproved for future payment

ACCION INTERNATIONAL
1101 15TH STREET NW SUITE 400
WASHINGTON,DC20005 		  PC TO SUPPORT GENERAL OPERATIONS 75,000

BILLION OYSTER PROJECT INC
10 SOUTH ST SLIP 7
NEW YORK,NY10004 		  PC TO SUPPORT GENERAL OPERATIONS 100,000

BILLION OYSTER PROJECT INC
10 SOUTH ST SLIP 7
NEW YORK,NY10004 		  PC RESTRICTED TO SUPPORT EDUCATIONAL PROGRAMMING AT THE NEW YORK HARBOR SCHOOL 50,000

BROAD INSTITUTE INC
415 MAIN STREET
CAMBRIDGE,MA02142 		  PC RESTRICTED TO SUPPORT GENOMICS AND HEALTH DATA FOR BIPOLAR PATIENT STRATIFICATION RESEARCH 250,000

COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
622 WEST 113TH STREET MC 4524
NEW YORK,NY10025 		  PC RESTRICTED TO SUPPORT FELLOWSHIP PROGRAM IN THE DIVISION OF DIGESTIVE AND LIVER DISEASES. 35,000

COMPASS YOUTH COLLABORATIVE INC
55 AIRPORT RD STE 201
HARTFORD,CT06114 		  PC TO SUPPORT GENERAL OPERATIONS 4,000,000

CONNECTICUT VIOLENCE INTERVENTION AND PREVENTION INC
230 ASHMUN STREET
NEW HAVEN,CT06511 		  PC TO SUPPORT GENERAL OPERATIONS 3,500,000

CONNECTICUT RISE NETWORK INC
700 STATE STREET SUITE 301
NEW HAVEN,CT06511 		  PC TO SUPPORT GENERAL OPERATIONS 2,000,000

DOMUS KIDS INC
83 LOCKWOOD AVE
STAMFORD,CT06902 		  PC TO SUPPORT GENERAL OPERATIONS 4,000,000

THE EVERGLADES FOUNDATION INC
18001 OLD CUTLER ROAD SUITE 625
PALMETTO BAY,FL33157 		  PC RESTRICTED TO SUPPORT THE ENDOWMENT CAMPAIGN 100,000

FOUNTAIN HOUSE INC
425 WEST 47TH STREET
NEW YORK,NY10036 		  PC RESTRICTED TO SUPPORT THE IMPLEMENTATION OF A NEW CLIENT TRACKING SYSTEM 200,000

LA MAMA EXPERIMENTAL THEATRE CLUB INC
74 EAST 4TH STREET
NEW YORK,NY10003 		  PC TO SUPPORT GENERAL OPERATIONS 150,000

LEADERS IN TECH INC
5432 GEARY BLVD 700
SAN FRANCISCO,CA94121 		  PC TO SUPPORT GENERAL OPERATIONS 200,000

MCLEAN HOSPITAL
115 MILL ST
BELMONT,MA02478 		  PC RESTRICTED TO SUPPORT THE PEER SPECIALISTS PROGRAM 160,000

METROPOLITAN OPERA ASSOCIATION INC
30 LINCOLN CENTER PLZ
NEW YORK,NY10023 		  PC RESTRICTED TO SUPPORT THE ACCESS OPERA EDUCATIONAL PROGRAM 75,000

NAMI NATIONAL
4301 WILSON BLVD SUITE 300
ARLINGTON,VA22203 		  PC TO SUPPORT GENERAL OPERATIONS 100,000

NATIONAL ALLIANCE ON MENTAL ILLNESS OF NEW YORK CITY METRO
307 WEST 38TH STREET 8TH FLOOR
NEW YORK,NY10018 		  PC TO SUPPORT GENERAL OPERATIONS 100,000

NEW YORK-PRESBYTERIAN FUND INC
525 EAST 68TH STREET
NEW YORK,NY10065 		  PC TO SUPPORT GENERAL OPERATIONS 15,000,000

NIA TERO FOUNDATION
501 E PINE ST SUITE 300
SEATTLE,WA98122 		  PC TO SUPPORT GENERAL OPERATIONS 1,000,000

OUR PIECE OF THE PIE INC
20-28 SARGEANT STREET
HARTFORD,CT06105 		  PC TO SUPPORT GENERAL OPERATIONS 4,000,000

THEATRE OF THE EMERGING AMERICAN MOMENT
138 SOUTH OXFORD STREET STE 4C
BROOKLYN,NY11217 		  PC TO SUPPORT GENERAL OPERATIONS 25,000

TREES NEW YORK INC
100 GOLD STREET SUITE 3100
NEW YORK,NY10038 		  PC RESTRICTED TO SUPPORT THE TREES WEST VILLAGE PROJECT 50,000
Total ................................. right arrow 3b 35,170,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 11,169,772  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 45,510,992  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aIRC SEC 988 INVESTMENT INCOME 		    14 -48,704,260  
bRETURN OF GRANT FUNDS         406,257
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 7,976,504 406,257
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,382,761
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11B RETURN OF PRIOR PERIOD QUALIFYING DISTRIBUTIONS
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
Yes
 
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
1c 0 DALIO FAMILY FUND INC SHARED OFFICE SPACE USED FOR PROGRAMMATIC ACTIVITIES
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
DALIO FAMILY FUND INC 501(C)(4) DALIO FOUNDATION, INC. AND DALIO FAMILY FUND, INC. ARE COMMONLY CONTROLLED BECAUSE MORE THAN 25% OF THE DIRECTORS OF DALIO FOUNDATION ALSO SERVE ON DALIO FAMILY FUND'S BOARD.
OCEANOGRAPHIC RESEARCH & EXPLORATION FOUNDATION 501(C)(4) DALIO FOUNDATION AND OCEANOGRAPHIC RESEARCH & EXPLORATION FOUNDATION (OREF) ARE COMMONLY CONTROLLED BECAUSE MORE THAN 25% OF THE DIRECTORS OF DALIO FOUNDATION ALSO SERVE ON OREF'S BOARD.
ENDLESS NETWORK INC 501(C)(4) DALIO FOUNDATION AND ENDLESS NETWORK INC. ARE COMMONLY CONTROLLED BECAUSE MORE THAN 25% OF THE DIRECTORS OF ENDLESS NETWORK INC. ALSO SERVE ON DALIO FOUNDATION'S BOARD.
Sign Here
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 taxpayer) is based on all information of which preparer has any knowledge.
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May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

43-1965846
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
DALIO FOUNDATION INC
  		Employer identification number
43-1965846
Part I
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
1
MARINO FAMILY TRUST PJD MAIN
 
C/O DFO ONE GLENDINNING PLACE SUITE
 
WESTPORT, CT06880

$ 18,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
MARINO FAMILY TRUST DRD MAIN
 
C/O DFO ONE GLENDINNING PLACE SUITE
 
WESTPORT, CT06880

$ 17,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
MARINO FAMILY TRUST MAD MAIN
 
C/O DFO ONE GLENDINNING PLACE SUITE
 
WESTPORT, CT06880

$ 14,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
MARINO FAMILY TRUST MMD MAIN
 
C/O DFO ONE GLENDINNING PLACE SUITE
 
WESTPORT, CT06880

$ 11,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
BELLE HAVEN AW LLC
 
C/O DFO ONE GLENDINNING PLACE SUITE
 
WESTPORT, CT06880

$ 10,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
CHRONOS LLC
 
C/O DFO ONE GLENDINNING PLACE SUITE
 
WESTPORT, CT06880

$ 1,650,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
DALIO FOUNDATION INC
  		Employer identification number

43-1965846
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
DALIO FOUNDATION INC
  		Employer identification number

43-1965846
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
DALIO FOUNDATION INC
EIN:
43-1965846
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 74,706 53,023 0 21,683

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

TY 2024 ExpenditureResponsibilityStmt
Name:
DALIO FOUNDATION INC
EIN:
43-1965846
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
BEIJING DALIO PUBLIC WELFARE FOUNDATION
  		702A CANWAY BUILDING 66
BEIJING,NANLISHILU XICHEN100045
CH 		2018-08-02 5,916,000 SECONDARY GRANTEE (1/6): CHINA GLOBAL PHILANTHROPY INSTITUTE (CGPI),8TH FLOOR, HOPSON FORTUNE PLAZA, NO. 13 DESHENGMEN WAI STREET, XICHENG DISTRICT, BEIJING, 100088, PRC SECONDARY GRANTEE DATE: 12/2018 SECONDARY GRANTEE AMOUNT PAID: $2,059,308 SECONDARY AMOUNT EXPENDED: $2,059,308 PURPOSE: TO SUPPORT CGPI'S PROGRAMS PROMOTING PHILANTHROPY EDUCATION IN CHINA. 5,916,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 08/18, 10/18, 03/19, 03/15/20, 03/15/21, 03/08/22, 3/13/23, 3/12/24 (FINAL)   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
BEIJING DALIO PUBLIC WELFARE FOUNDATION
  		702A CANWAY BUILDING 66
BEIJING,NANLISHILU XICHEN100045
CH 		2018-08-02 5,916,000 SECONDARY GRANTEE (2/6): CHINA GLOBAL PHILANTHROPY INSTITUTE HARVARD KENNEDY SCHOOL PROJECT (CGPI-HKS), 8TH FLOOR, HOPSON FORTUNE PLAZA, NO. 13 DESHENGMEN WAI STREET, XICHENG DISTRICT, BEIJING, 100088, PRC SECONDARY GRANTEE DATE: 12/2018 SECONDARY GRANTEE AMOUNT PAID: $156,692 SECONDARY AMOUNT EXPENDED: $156,692 PURPOSE: TO SUPPORT CGPI'S HARVARD KENNEDY SCHOOL PROJECT PROMOTING PHILANTHROPY EDUCATION IN CHINA. 5,916,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 08/18, 10/18, 03/19, 03/15/20, 03/15/21, 03/08/22, 3/13/23, 3/12/24 (FINAL)   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
BEIJING DALIO PUBLIC WELFARE FOUNDATION
  		702A CANWAY BUILDING 66
BEIJING,NANLISHILU XICHEN100045
CH 		2018-08-02 5,916,000 SECONDARY GRANTEE (3/6): CHBA, ROOM 1602, SOUTH TOWER, SHANGDU SOHONO 8, DONGDAQIAO ROAD, CHAOYANG DISTRICT, BEIJING,100020, CHINA SECONDARY GRANTEE DATE: 12/2018 SECONDARY GRANTEE AMOUNT PAID: $2,385,000 SECONDARY AMOUNT EXPENDED: $2,385,000 PURPOSE: TO SUPPORT HEALTH BASED INTERVENTIONS FOR CHILDREN WITH FEW RESOURCES WHO HAVE LIFE THREATENING DISEASES. 5,916,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 08/18, 10/18, 03/19, 03/15/20, 03/15/21, 03/08/22, 3/13/23, 3/12/24 (FINAL)   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
BEIJING DALIO PUBLIC WELFARE FOUNDATION
  		702A CANWAY BUILDING 66
BEIJING,NANLISHILU XICHEN100045
CH 		2018-08-02 5,916,000 SECONDARY GRANTEE (4/6): DANDELION MIDDLE SCHOOL, 22ND TUANHE ROADSHOUBAOZHUANGXIHONGMENZHEN, DAXING DISTRICT, BEIJING, CHINA, 100162 SECONDARY GRANTEE DATE: 12/2018 SECONDARY GRANTEE AMOUNT PAID: $150,000 SECONDARY AMOUNT EXPENDED: $150,000 PURPOSE: TO SUPPORT MIDDLE SCHOOL EDUCATION FOR MIGRANT WORKERS' CHILDREN. 5,916,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 08/18, 10/18, 03/19, 03/15/20, 03/15/21, 03/08/22, 3/13/23, 3/12/24 (FINAL)   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
BEIJING DALIO PUBLIC WELFARE FOUNDATION
  		702A CANWAY BUILDING 66
BEIJING,NANLISHILU XICHEN100045
CH 		2018-08-02 5,916,000 SECONDARY GRANTEE (5/6): CHINA DEVELOPMENT RESEARCH FOUNDATION (CDRF), FLOOR 15, TOWER A, IMPERIAL INTERNATIONAL CENTER, NO. 136, ANDINGMEN WAI AVENUE, DONGCHENG DISTRICT, BEIJING, CHINA, 100011 SECONDARY GRANTEE DATE: 12/2018 SECONDARY GRANTEE AMOUNT PAID: $950,000SECONDARY AMOUNT EXPENDED: $950,000 PURPOSE: TO SUPPORT EARLY CHILDHOOD EDUCATION IN RURAL, RESOURCE-CONSTRAINED POPULATIONS IN CHINA. 5,916,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 08/18, 10/18, 03/19, 03/15/20, 03/15/21, 03/08/22, 3/13/23, 3/12/24 (FINAL)   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
BEIJING DALIO PUBLIC WELFARE FOUNDATION
  		702A CANWAY BUILDING 66
BEIJING,NANLISHILU XICHEN100045
CH 		2018-08-02 5,916,000 SECONDARY GRANTEE (6/6): BEIJING GANEN FOUNDATION (BGF), BEIJING, CHINA 100045 SECONDARY GRANTEE DATE: 12/2018 SECONDARY GRANTEE AMOUNT PAID: $215,000 SECONDARY AMOUNT EXPENDED: $215,000 PURPOSE: TO SUPPORT RURAL DEVELOPMENT EFFORTS IN RESOURCE-CONSTRAINED POPULATIONS IN CHINA. 5,916,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 08/18, 10/18, 03/19, 03/15/20, 03/15/21, 03/08/22, 3/13/23, 3/12/24 (FINAL)   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
BEIJING DALIO PUBLIC WELFARE FOUNDATION
  		702A CANWAY BUILDING 66
BEIJING,NANLISHILU XICHEN100045
CH 		2020-03-19 3,200,000 SECONDARY GRANTEE (1/3): LANJUAN LI RESEARCH TEAM, ZHEJIANG UNIVERSITY EDUCATION FOUNDATION, TOWER A, #6 BUILDING, ZHEJIANG UNIVERSITY NO. 1 HOSPITAL, NO. 79 QINGCHUN ROAD, SHANGCHENG DISTRICT, HANGZHOU, ZHEJIANG PROVINCE. SECONDARY GRANTEE DATE PAID: 03/30/20 SECONDARY GRANTEE AMOUNT PAID: $1,000,000 SECONDARY GRANTEE AMOUNT EXPENDED: $1,000,000 PURPOSE: RESTRICTED TO FUND THE WORK OF THREE MEDICAL RESEARCH TEAMS RELATED TO THE CORONAVIRUS (COVID-19) OUTBREAK IN CHINA. 3,200,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/10/21, 03/08/22, 03/13/23, 03/12/24 (FINAL)   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
BEIJING DALIO PUBLIC WELFARE FOUNDATION
  		702A CANWAY BUILDING 66
BEIJING,NANLISHILU XICHEN100045
CH 		2020-03-19 3,200,000 SECONDARY GRANTEE (2/3): CHEN WANG RESEARCH TEAM, PEKING UNION MEDICAL COLLEGE EDUCATION FOUNDATION, DONGDAN SANTIAO, DONGCHENG DISTRICT, BEIJING. SECONDARY GRANTEE DATE PAID: 03/30/20 SECONDARY GRANTEE AMOUNT PAID: $1,000,000 SECONDARY GRANTEE AMOUNT EXPENDED: $1,000,000 PURPOSE: RESTRICTED TO FUND THE WORK OF THREE MEDICAL RESEARCH TEAMS RELATED TO THE CORONAVIRUS (COVID-19) OUTBREAK IN CHINA. 3,200,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/10/21, 03/08/22, 03/13/23, 03/12/24 (FINAL)   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
BEIJING DALIO PUBLIC WELFARE FOUNDATION
  		702A CANWAY BUILDING 66
BEIJING,NANLISHILU XICHEN100045
CH 		2020-03-19 3,200,000 SECONDARY GRANTEE (3/3): NANSHAN ZHONG RESEARCH TEAM, GUANGDONG ZHONG NANSHAN MEDICAL FOUNDATION, 503# BUILDING A, NO.1 RUIFA ROAD, HUANGPU DISTRICT, GUANGZHOU, GUANGDONG PROVINCE. SECONDARY GRANTEE DATE PAID: 03/30/20 SECONDARY GRANTEE AMOUNT PAID: $1,200,000 SECONDARY GRANTEE AMOUNT EXPENDED: $1,200,000 PURPOSE: RESTRICTED TO FUND THE WORK OF THREE MEDICAL RESEARCH TEAMS RELATED TO THE CORONAVIRUS (COVID-19) OUTBREAK IN CHINA. 3,200,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/10/21, 03/08/22, 03/13/23, 03/12/24 (FINAL)   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
BEIJING DALIO PUBLIC WELFARE FOUNDATION
  		702A CANWAY BUILDING 66
BEIJING,NANLISHILU XICHEN100045
CH 		2020-07-30 2,870,000 SECONDARY GRANTEE (1/2): CHUNHUI CHILDREN'S FOUNDATION (CHBA)ROOM 1602, SOUTH TOWER, SHANGDU SOHO, NO 8, DONGDAQIAO ROAD, CHAOYANG DISTRICT, BEIJING,100020, CHINA SECONDARY GRANTEE PAID DATE: 8/2020 SECONDARY GRANTEE AMOUNT PAID: $2,150,000 SECONDARY GRANTEE AMOUNT EXPENDED: $2,150,000 PURPOSE: RESTRICTED TO SUPPORT GRANTEE'S CHARITABLE WORK IN THE FIELDS OF CHILDREN WELFARE AND EDUCATION. 2,870,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/15/21, 03/08/22, 03/13/23, 03/12/24 (FINAL)   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
BEIJING DALIO PUBLIC WELFARE FOUNDATION
  		702A CANWAY BUILDING 66
BEIJING,NANLISHILU XICHEN100045
CH 		2020-07-30 2,870,000 SECONDARY GRANTEE (2/2): BEIJING DANDELION SCHOOL DANDELION MIDDLE SCHOOL, 22ND TUANHE ROADSHOUBAOZHUANGXIHONGMENZHEN, DAXING DISTRICT, BEIJING, CHINA, 100162 SECONDARY GRANTEE PAID DATE: 8/2020 SECONDARY GRANTEEE AMOUNT PAID: $720,000 SECONDARY GRANTEE AMOUNT EXPENDED: $720,000 PURPOSE: RESTRICTED TO SUPPORT GRANTEE'S CHARITABLE WORK IN THE FIELDS OF CHILDREN WELFARE AND EDUCATION. 2,870,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/15/21, 03/08/22, 03/13/23, 03/12/24 (FINAL)   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
FUNDACION LEGORRETA HERNANDEZ AC
  		AVENIDA CHAPULTEPEC 218 COL ROMA
NORTE DEL CU
CIUDAD DE MEXICO   CP 06700
MX 		2019-10-04 1,000,000 TO SUPPORT THE GRANTEE'S SELF-EMPLOYMENT PROGRAM AND COMMUNITY CENTER PROGRAM FOR UNDERSERVED POPULATIONS. 1,000,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 01/31/20, 02/25/21, 04/01/22, 03/02/23, 05/21/24 (FINAL)   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
GLOBAL HEALTH INVESTMENT FUND I LLC
  		35 OLD QUEEN STREET
LONDON   SW1 H9JA
UK 		2013-07-19 2,541,620 EQUITY PROGRAM RELATED INVESTMENT. TO FINANCE THE DEVELOPMENT AND PRODUCTION OF PRODUCTS TO ADDRESS GLOBAL HEALTH CHALLENGES AND ACHIEVE SPECIFIED GLOBAL HEALTH OBJECTIVES 2,541,620 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 12/14, 12/15, 3/17, 3/18, 3/1/19, 3/1/20, 9/30/21, 10/4/22, 4/24/24, 4/29/25   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
GRAMEEN AMERICA SOCIAL BUSINESS FUND LLC
  		150 WEST 30TH STREET 8TH FLR
NEW YORK,NY10001 		2017-12-14 3,000,000 EQUITY PROGRAM RELATED INVESTMENT. TO HELP FUND THE MICRO LOAN PORTFOLIO AND ENABLE GREATER NUMBERS OF LOW-INCOME WOMEN IN THE US TO RECEIVE WORKING CAPITAL FOR THEIR BUSINESSES TO SURVIVE AND PROSPER. IT IS BELIEVED THE IMPACT WILL EXTEND BEYOND IMMEDIATE FINANCIAL NEEDS TO INCLUDE GREATER EMPOWERMENT, INDIVIDUAL RESPONSIBILITY AND FAMILY SECURITY 3,000,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 3/18, 6/18, 10/19, 1/20, 4/20, 7/20, 2/21, 3/22, 2/23, 4/24 (FINAL)   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
ROCKEFELLER BROTHERS FUND INC
  		475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115 		2018-03-27 250,000 SECONDARY GRANTEE (1/4): INSTITUTE FOR INTERNATIONAL EDUCATION (IIE), ONE WORLD TRADE CENTER, 36TH FLOOR, NEW YORK, NY 10007 SECONDARY GRANTEE DATE PAID: 03/15/20 SECONDARY GRANTEE AMOUNT PAID: $160,000 SECONDARY GRANTEE AMOUNT EXPENDED: $160,000 PURPOSE: TO SUPPORT THE ENDOWMENT FOR THE RICHARD ROCKEFELLER FELLOWSHIP FOR EMERGING LEADERS IN CHINESE PHILANTHROPY 250,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/15/19, 04/02/20, 04/01/21, 03/30/22, 04/01/23, 03/01/24, 7/15/25   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
ROCKEFELLER BROTHERS FUND INC
  		475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115 		2018-03-27 250,000 SECONDARY GRANTEE (2/4): INSTITUTE FOR INTERNATIONAL EDUCATION (IIE), ONE WORLD TRADE CENTER, 36TH FLOOR, NEW YORK, NY 10007 SECONDARY GRANTEE DATE PAID: 03/15/22 SECONDARY GRANTEE AMOUNT PAID: $50,000 SECONDARY GRANTEE AMOUNT EXPENDED: $50,000 PURPOSE: TO SUPPORT THE ENDOWMENT FOR THE RICHARD ROCKEFELLER FELLOWSHIP FOR EMERGING LEADERS IN CHINESE PHILANTHROPY 250,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/15/19, 04/02/20, 04/01/21, 03/30/22, 04/01/23, 03/01/24, 7/15/25   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
ROCKEFELLER BROTHERS FUND INC
  		475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115 		2018-03-27 250,000 SECONDARY GRANTEE (3/4): OPERATIONALIZING MISSION LLC, 314 WEST 94TH STREET, APT 1B, NEW YORK, NEW YORK 10025 SECONDARY GRANTEE DATE PAID: 03/15/23 SECONDARY GRANTEE AMOUNT PAID: $35,000 SECONDARY GRANTEE AMOUNT EXPENDED: $35,000 PURPOSE: TO SUPPORT THE ENDOWMENT FOR THE RICHARD ROCKEFELLER FELLOWSHIP FOR EMERGING LEADERS IN CHINESE PHILANTHROPY 250,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/15/19, 04/02/20, 04/01/21, 03/30/22, 04/01/23, 03/01/24, 7/15/25   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
ROCKEFELLER BROTHERS FUND INC
  		475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115 		2018-03-27 250,000 SECONDARY GRANTEE (4/4): COLUMBIA UNIVERSITY, 116TH AND BROADWAY, NEW YORK, NY 10027 SECONDARY GRANTEE DATE PAID: 03/15/24SECONDARY GRANTEE AMOUNT PAID: $5,000SECONDARY GRANTEE AMOUNT EXPENDED: $5,000 PURPOSE: TO SUPPORT THE GLOBAL MANAGEMENT OF THE RICHARD ROCKEFELLER FELLOWSHIP FUND 250,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/15/19, 04/02/20, 04/01/21, 03/30/22, 04/01/23, 03/01/24, 7/15/25   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
TED FOUNDATION INC
  		330 HUDSON STREET 11TH FLOOR
NEW YORK,NY10013 		2024-02-22 1,000,000 TO SUPPORT TED FOUNDATION'S INFECTIOUS GENEROSITY INITIATIVE AND PROMOTE THE BOOK'S CALL TO ACTION FOR SMALL ACTS OF THOUGHTFULNESS AND GENEROSITY TO SPREAD VIRALLY THROUGHOUT THE INTERNET AND BECOME A GLOBAL MOVEMENT TO CREATE A MORE HOPEFUL AND POSITIVE WORLD. 318,683 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 02/12/25   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.
KONSERVASI INTERNATIONAL
  		GRAHA INTI FAUZI BUILDING 9TH FLOOR
JI BUNCIT RAYA NO22 SUNDAY MARKET
SOUTH JAKARTA   12510
ID 		2024-10-01 406,257 TO SUPPORT CREATION OF PATHWAYS AND STRATEGIES THAT WILL FOSTER LONG-TERM SUSTAINABILITY OF FISHERIES AND MARINE RESOURCES WITH A KEY FOCUS ON YOUTH ENGAGEMENT AND COLLABORATION. 52,289 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 02/28/25   DALIO FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS.

TY 2024 GeneralExplanationAttachment
Name:
DALIO FOUNDATION INC
EIN:
43-1965846
Identifier Return Reference Explanation
FIVE HIGHEST-PAID INDEPENDENT CONTRACTORS FORM 990PF, PART VII, LINE 3 NAME AND ADDRESS:MARINO MANAGEMENT25 FORD ROADWESTPORT, CT 06880TYPE OF SERVICE:PROGRAMMATIC, CHARITABLE, INVESTMENT ADVISORY AND ADMINISTRATIVE SUPPORT

TY 2024 InvestmentsCorpStockSchedule
Name:
DALIO FOUNDATION INC
EIN:
43-1965846
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE EQUITIES 4,202,437 4,202,437

TY 2024 InvestmentsGovtObligationsSch
Name:
DALIO FOUNDATION INC
EIN:
43-1965846
US Government Securities - End of Year Book Value:

61,016,644
US Government Securities - End of Year Fair Market Value:

61,016,644
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
DALIO FOUNDATION INC
EIN:
43-1965846
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CASH AND CASH EQUIVALENTS FMV 22,656,959 22,656,959
MISSION RELATED INVESTMENTS FMV 49,225,455 49,225,455
PRIVATE INVESTMENTS FMV 12,775,044 12,775,044
HEDGE FUND FMV 1,366,234,375 1,366,234,375
TANGIBLE ASSETS FMV 871,950 871,950

TY 2024 LandEtcSchedule2
Name:
DALIO FOUNDATION INC
EIN:
43-1965846
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
SOFTWARE 142,252 88,910 53,342 53,342
FURNITURE & FIXTURES 179,563 179,563 0  
LEASEHOLD IMPROVEMENTS 890,786 327,506 563,280 563,280


TY 2024 OtherAssetsSchedule
Name:
DALIO FOUNDATION INC
EIN:
43-1965846
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
GLOBAL HEALTH INVESTMENT FUND 720,691 416,079 416,079
DIVIDENDS & INTEREST RECEIVABLE 249,055 717,095 717,095


TY 2024 OtherExpensesSchedule
Name:
DALIO FOUNDATION INC
EIN:
43-1965846
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK AND CHECK FEES 1,296 0 0 1,296
FEES AND SHIPPING 329 0 0 329
INFORMATION TECHNOLOGY AND COMMUNICATIONS 11,260 0 0 11,260
SUPPLIES & CONSULTING - COAT DRIVE CHARITABLE INITIATIVE 2,017 0 0 2,017
DEDUCTIONS FROM PASS THROUGH INVESTMENTS 0 1,709,056 0 0
DERIVATIVE CONTRACT EXPENSE 82,274 82,274 0 0


TY 2024 OtherIncomeSchedule2
Name:
DALIO FOUNDATION INC
EIN:
43-1965846
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM PASS THROUGH   2,708,555  
SUBPART F INCOME   61,492,199  
PRI INCOME   113,851  
IRC SEC 988 INVESTMENT INCOME -48,704,260 -48,704,260 0
RETURN OF GRANT FUNDS 406,257 0 0


TY 2024 OtherIncreasesSchedule
Name:
DALIO FOUNDATION INC
EIN:
43-1965846
Description Amount
UNREALIZED GAIN 111,543,619


TY 2024 OtherProfessionalFeesSchedule
Name:
DALIO FOUNDATION INC
EIN:
43-1965846
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAN FEES 383,318 383,318 0 0
INVESTMENT MANAGEMENT FEES 32,491 32,491 0 0
PHILANTHROPIC MGMT, INV ADVISORY, & BACK OFFICE SVCS 16,605,372 8,302,686 0 8,302,686


TY 2024 TaxesSchedule
Name:
DALIO FOUNDATION INC
EIN:
43-1965846
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 70,489 127,789 0 0