OCEANOGRAPHIC RESEARCH & EXPLORATION FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: OCEANOGRAPHIC RESEARCH & EXPLORATION FOUNDATION (EIN 83-0757695)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202433209349318793
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule B
Schedule D
Schedule F
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-15T14:52:27-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	911194016	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CLARK NUBER PS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	10900 NE 4TH ST SUITE 1400	AddressLine1Txt
City	BELLEVUE	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98004	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	830757695	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	OCEANOGRAPHIC RESEARCH & EXPLORATION	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	OCEA	BusinessNameControlTxt
Phone	2032915000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE GLENDINNING PLACE	AddressLine1Txt
City	WESTPORT	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06880	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JANINE RACANELLI	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2032915000	PhoneNum
Signature	2024-11-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MEGAN R RYAN	PreparerPersonNm
PTIN	P00737884	PTIN
Phone	4254544919	PhoneNum
Preparation	2024-11-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	OCEANX	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	JANINE RACANELLI	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE GLENDINNING PLACE	AddressLine1Txt
City	WESTPORT	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06880	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$31,057,090	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.OCEANX.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2018	FormationYr
Legal Domicile State	DE	LegalDomicileStateCd
Activity Or Mission	THROUGH A SERIES OF INTEGRATED PROGRAMS, OREF 1) SUPPORTS AND CONDUCTS SCIENTIFIC RESEARCH & DISCOVERY OF THE EARTH'S OCEANS WITH A WORLD CLASS RESEARCH AND DISCOVERY SHIP AND PACKAGE OF EQUIPMENT ENABLING SUCH SCIENTIFIC RESEARCH AND DISCOVERY AND 2) CREATES AND DISTRIBUTES MEDIA AND OTHER DOCUMENTATION HIGHLIGHTING THAT SCIENTIFIC RESEARCH AND DISCOVERY TO PROMOTE PUBLIC AWARENESS, ENGAGEMENT AND PROTECTION OF THE OCEANS AND THE DIVERSE COMMUNITIES THEY SUPPORT. OREF MAY CARRY OUT ITS SOCIAL WELFARE PURPOSED DIRECTLY OR IN CONJUNCTION WITH OTHER ORGANIZATIONS, ENTITIES OR PARTNERS.	ActivityOrMissionDesc
Voting Members Governing Body	2	VotingMembersGoverningBodyCnt
Voting Members Independent	2	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	4	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$10,000,000	PYContributionsGrantsAmt
CY Contributions Grants	$20,086,326	CYContributionsGrantsAmt
PY Program Service Revenue	$20,334,393	PYProgramServiceRevenueAmt
CY Program Service Revenue	$9,131,388	CYProgramServiceRevenueAmt
PY Investment Income	$598,489	PYInvestmentIncomeAmt
CY Investment Income	$1,500,112	CYInvestmentIncomeAmt
PY Other Revenue	$495,733	PYOtherRevenueAmt
CY Other Revenue	$339,264	CYOtherRevenueAmt
PY Total Revenue	$31,428,615	PYTotalRevenueAmt
CY Total Revenue	$31,057,090	CYTotalRevenueAmt
PY Grants And Similar Paid	$500,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$24,340	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$35,101,211	PYOtherExpensesAmt
CY Other Expenses	$38,267,548	CYOtherExpensesAmt
PY Total Expenses	$35,625,551	PYTotalExpensesAmt
CY Total Expenses	$38,267,548	CYTotalExpensesAmt
PY Revenues Less Expenses	-$4,196,936	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$7,210,458	CYRevenuesLessExpensesAmt
Total Assets BOY	$198,595,941	TotalAssetsBOYAmt
Total Assets EOY	$191,404,347	TotalAssetsEOYAmt
Total Liabilities BOY	$113,121	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$131,985	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$198,482,820	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$191,272,362	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THROUGH A SERIES OF INTEGRATED PROGRAMS, OREF 1) SUPPORTS AND CONDUCTS SCIENTIFIC RESEARCH AND EXPLORATION OF THE EARTH'S OCEANS WITH A WORLD CLASS RESEARCH AND EXPLORATION SHIP AND PACKAGE OF EQUIPMENT, ENABLING SUCH SCIENTIFIC RESEARCH AND EXPLORATION AND 2) DOCUMENTS AND DISTRIBUTES MEDIA AND OTHER DOCUMENTATION HIGHLIGHTING THAT SCIENTIFIC RESEARCH AND EXPLORATION TO PROMOTE PUBLIC AWARENESS, ENGAGEMENT AND PROTECTION OF THE OCEANS AND THE DIVERSE COMMUNITIES THEY SUPPORT. OREF MAY CARRY OUT ITS SOCIAL WELFARE PURPOSES DIRECTLY OR IN CONJUNCTION WITH OTHER ORGANIZATIONS, ENTITIES OR PARTNERS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$31,726,288	ExpenseAmt
Revenue	$8,607,374	RevenueAmt
Desc	RESEARCH INITIATIVE: CONDUCT RESEARCH AND DISCOVERY OF THE EARTH'S OCEANS AND FOSTER AND PROMOTE PUBLIC AWARENESS, ADVOCACY, SCIENTIFIC DISCOVERY, AND ENGAGEMENT TO FOSTER GREATER STEWARDSHIP AND PROTECTION OF THE OCEANS. COLLABORATE WITH LEADING SCIENTIFIC, MEDIA AND PHILANTHROPIC ORGANIZATION TO FURTHER SCIENTIFIC DISCOVERY OF THE OCEANS AND THEIR PROTECTION. THROUGH THESE COLLABORATIONS, OREF HAS AND WILL CONTINUE TO SCIENTIFICALLY EXPLORE THE OCEANS AND SUPPORT THE DOCUMENTATION OF THOSE SCIENTIFIC EXPLORATIONS AND DISCOVERIES. REFER TO SCHEDULE O FOR PROGRAM SERVICE ACCOMPLISHMENTS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$4,646,456	ExpenseAmt
Revenue	$863,278	RevenueAmt
Desc	EDUCATION, ENGAGEMENT, AND AWARENESS: ENGAGE IN AND SUPPORT EDUCATIONAL AND AWARENESS RAISING EFFORTS ON BEHALF OF OCEAN SCIENCE, PROTECTION, EXPLORATION AND STEWARDSHIP. ENGAGING AND EDUCATING AUDIENCES GLOBALLY BY CREATING EDUCATIONAL PROGRAMMING AND CAPTIVATING MEDIA IN MULTIPLE FORMATS AND ACROSS MULTIPLE CHANNELS ABOUT THE IMPORTANCE OF THE OCEANS AND THEIR PROTECTION, FOR THE BENEFIT OF PEOPLE GLOBALLY INCLUDING MARGINALIZED COMMUNITIES THAT DEPEND ON THE OCEAN FOR THEIR SUSTAINABILITY.REFER TO SCHEDULE O FOR PROGRAM SERVICE ACCOMPLISHMENTS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$36,372,744	TotalProgramServiceExpensesAmt
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	75	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	2	GoverningBodyVotingMembersCnt
Independent Voting Member	2	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	LISA SAFIAN	PersonNm
Phone	2032915000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE GLENDINNING PLACE	AddressLine1Txt
City	WESTPORT	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06880	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
MARK DALIO
DIRECTOR, SECRETARY, TREASURER	1.00	2.75	Yes (X)	Yes (X)	$0	$0	$0
MATTHEW DALIO
DIRECTOR	1.00	4.25	Yes (X)		$0	$0	$0
JANINE RACANELLI
DIRECTOR EX OFFICIO, PRESIDENT	1.00	4.50		Yes (X)	$0	$0	$0
GRETCHEN WAGNER
ASSISTANT SECRETARY	1.00	3.00		Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt	CityContractorAddress/ForeignAddress/CityNm	CountryContractorAddress/ForeignAddress/CountryCd	Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd
DAMEN
ADMIRAAL DE RUYTERSTRAAT 24	SCHIEDAM	NL	3115 HB	VESSEL REFIT SERVICES	$7,873,088
EQUIOM
ONE THE ESPLANADE 3RD FL	ST HELIER	JE	JE2 3QA	MARINE CREW SERVICES	$7,345,292
MARINO MANAGEMENT LLC
				BACK OFFICE, VESSEL MGMT., PHIL. SVCS.	$4,200,017	25 FORD ROAD	WESTPORT	CT	06880
PRECISION LLC
				HELO MANAGEMENT SERVICES	$854,482	3800 NE THREE MILE LANE	MCMINNVILLE	OR	97128
SEATEC UK LTD
8 ELLIOT PLACE	GLASGOW	UK	G3 8EP	ENGINEERING AND CONSTRUCTION SERVICES	$810,444

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	23	CntrctRcvdGreaterThan100KCnt
Related Organizations	$20,045,000	RelatedOrganizationsAmt
All Other Contributions	$41,326	AllOtherContributionsAmt
Noncash Contributions	$40,346	NoncashContributionsAmt
Total Contributions	$20,086,326	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SOCIAL WELFARE CHARTER	900099	$8,297,374	$8,297,374
SOC WELFARE PRODUCTION	900099	$834,014	$834,014

Field	Value	IRS element (for citing)
Total Program Service Revenue	$9,131,388	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,453,135	TotalRevenueColumnAmt
Exclusion	$1,453,135	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$29,264	TotalRevenueColumnAmt
Related Or Exempt Func Income	$29,264	RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Personal	$310,000	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Personal	$310,000	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$310,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$310,000	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$46,977	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	$46,977	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$46,977	TotalRevenueColumnAmt
Exclusion	$46,977	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$31,057,090	TotalRevenueColumnAmt
Related Or Exempt Func Income	$9,470,652	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,500,112	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$1,505,432	TotalAmt
Management And General	$1,505,432	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$374,796	TotalAmt
Program Services	$374,796	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$211,000	TotalAmt
Program Services	$18,209	ProgramServicesAmt
Management And General	$192,791	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$12,924,914	TotalAmt
Program Services	$12,924,914	ProgramServicesAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$906,457	TotalAmt
Program Services	$906,457	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$411,812	TotalAmt
Program Services	$308,859	ProgramServicesAmt
Management And General	$102,953	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,616,510	TotalAmt
Program Services	$1,616,510	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$309,860	TotalAmt
Program Services	$232,695	ProgramServicesAmt
Management And General	$77,165	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$939,023	TotalAmt
Program Services	$939,023	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$11,383,814	TotalAmt
Program Services	$11,383,814	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,441,625	TotalAmt
Program Services	$1,427,832	ProgramServicesAmt
Management And General	$13,793	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
VESSEL FUEL & MAINT.	$4,000,076	$4,000,076
VESSEL MEALS & TRAVEL	$984,974	$984,974
COMMUNITY OUTREACH	$376,790	$376,790
EQUIPMENT	$244,539	$244,539

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$635,926	TotalAmt
Program Services	$633,256	ProgramServicesAmt
Management And General	$2,670	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$38,267,548	TotalAmt
Program Services	$36,372,744	ProgramServicesAmt
Management And General	$1,894,804	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,858,722	BOYAmt
EOY	$45,401	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$39,597,083	BOYAmt
EOY	$33,985,731	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$12,397	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$192,201,273	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$35,122,243	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$155,671,815	BOYAmt
EOY	$157,079,030	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$15,586	BOYAmt
EOY	$5,196	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$440,338	BOYAmt
EOY	$288,989	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$198,595,941	BOYAmt
EOY	$191,404,347	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$113,121	BOYAmt
EOY	$131,985	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$113,121	BOYAmt
EOY	$131,985	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$198,482,820	BOYAmt
EOY	$191,272,362	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$198,482,820	BOYAmt
EOY	$191,272,362	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$198,595,941	BOYAmt
EOY	$191,404,347	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$7,210,458	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Other	Yes (X)	MethodOfAccountingOtherInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$493,828	OtherCostOrOtherBasisAmt
Depreciation	$96,366	DepreciationAmt
Book Value	$397,462	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$21,662,297	OtherCostOrOtherBasisAmt
Depreciation	$4,288,661	DepreciationAmt
Book Value	$17,373,636	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$170,045,148	OtherCostOrOtherBasisAmt
Depreciation	$30,737,216	DepreciationAmt
Book Value	$139,307,932	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$157,079,030	TotalBookValueLandBuildingsAmt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)	56	PROGRAM SERVICES	VESSEL REFIT & SHIP DESIGN SERVICES	$17,473,527
EUROPE (INCLUDING ICELAND & GREENLAND)	48	PROGRAM SERVICES	MULTI-DISCIPLINARY SCIENTIFIC AND MEDIA EXPEDITION	$5,092,311
EUROPE (INCLUDING ICELAND & GREENLAND)	59	PROGRAM SERVICES	YOUNG EXPLORERS PROGRAM	$751,325
MIDDLE EAST AND NORTH AFRICA	43	PROGRAM SERVICES	MULTI-DISCIPLINARY SCIENTIFIC AND MEDIA EXPEDITION	$7,596,727

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	206	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	206	TotalEmployeeCnt
Subtotal Spent	$30,913,890	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$30,913,890	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	Yes (1)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 3:	THE MODIFIED CASH METHOD IS USED TO ACCOUNT FOR EXPENDITURES.
SCHEDULE F, PART I, LINE 3:	THE VESSEL MOVED THROUGHOUT EUROPE AND MIDDLE EAST DURING 2023. SEE FORM 990, PART III FOR OUR PROGRAMMATIC ACTIVITIES.
SCHEDULE F, PART IV, LINE 1:	FORM 926 IS NOT REQUIRED TO BE FILED BECAUSE THE TRANSFER TO A FOREIGN CORPORATION DOES NOT MEET THE REPORTING REQUIREMENTS IN THE IRC SEC 6038(A)(1)(A).

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	MARINE ASSET	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$40,346	NoncashContributionsRptF990Amt
Method Of Determining Revenues	COST	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART 1, LINE 6	THE FOUNDATION HAD TWO VOLUNTEER BOARD MEMBERS AND TWO VOLUNTEER OFFICERS.
FORM 990, PART III, LINE 4	THE FOLLOWING INITIATIVES SPAN SCIENTIFIC RESEARCH, MEDIA, EDUCATION & ENGAGEMENT INITIATIVES TO FURTHER OUR COLLECTIVE SCIENTIFIC AND EDUCATIONAL UNDERSTANDING, ENGAGEMENT AND PROTECTION OF THE OCEANS: COP28 OREF HAD A MAJOR PRESENCE AT THE 2024 UNITED NATIONAL GLOBAL CLIMENT CONFERENCE, COP28. THE EVENT ALLOWED ATTENDEES AND OREF TO ENGAGE IN IN-DEPTH DISCUSSIONS ABOUT THE ROLE OF SCIENCE IN PROTECTING THE OCEAN, STRENGTHENING OCEAN-CLIMATE ACTION, AND INCREASING COMMITMENT TO THE EXPLORATION AND DISCOVERY. THIS WAS ACCOMPLISHED THROUGH A PAVILION INSTALLATION IN THE DIPLOMATIC NEGOTIATION ZONE IN PARTNERSHIP WITH IOC-UNESCO AS WELL AS THE PRESENCE OF THE R/V OCEANXPLORER DOCKED LOCALLY TO THE CONFERENCE. REFIT THE OCEANXPLORER, ONE OF THE MOST ADVANCED SCIENTIFIC EXPLORATION VESSELS, COMPLETED A 5-YEAR PROJECT UPGRADING ITS SCIENTIFIC, MEDIA AND OPERATIONAL CAPABILITIES. A SIGNIFICANT INVESTMENT WAS MADE TO ENHANCE THE VESSEL'S SCIENCE AND MEDIA LABS, AND CORE MARINE INFRASTRUCTURE. IN TOTAL, THE REFIT TRANSFORMED A FORMER OIL PROSPECTING VESSEL TO A ONE-OF-A-KIND FLOATING LABORATORY FOR MARINE BIOLOGY RESEARCH, EXPLORATION, AND OCEAN STORYTELLING. OCEANXPLORERS SERIES THE OCEANXPLORERS SERIES AIMS TO ENGAGE AUDIENCES GLOBALLY ON THE IMPORTANCE OF UNDERSTANDING, APPRECIATING, AND PROTECTING THE OCEANS. THE SERIES IS A COLLABORATION WITH SCIENTIFIC AND MEDIA ORGANIZATIONS TO CREATE A SIX-EPISODE SERIES WITH ADDITIONAL ANCILLARY EDUCATIONAL AND OUTREACH ACTIVITIES. THE SERIES IS FOCUSED ON THE SCIENTIFIC EXPLORATION OF THE OCEAN, AND PROFILES SCIENTISTS WHO ENGAGE IN OCEANOGRAPHIC RESEARCH AND EXPLORATION. FILMING ON EPISODES 3 AND 4 TOOKPLACEIN THE AZORES. ANCILLARY EDUCATIONAL PROGRAMING BROUGHT TO LIFE THE OCEANXPERIENCE MUSEUM EXHIBIT, WHICH DEBUTED AT LIBERTY SCIENCE CENTER IN NEWARK, NJ AS AN INTERACTIVE AND IMMERSIVE REPLICA OF THE R/V OCEANXPLORER FOR PEOPLE OF ALL AGES. 2023 UIB MISSION OREF COMPLETED A MISSION IN COLLABORATION WITH RESEARCHERS FROM THE UNIVERSITY OF BERGEN THAT EXPANDED OUR UNDERSTANDING OF FUNDAMENTAL MARINE ECOLOGICAL PROCESSES LIKE CARBON FLUX AND SEQUESTRATION, ANIMAL BEHAVIOR AND BIODIVERSITY CHANGE OVER TIME. THE EXPEDITION SURVEYED DEEP WATERS IN AND OFFSHORE WITHIN KELP AND BENTHIC COMMUNITIES IN MASFJORDEN AND SOGNEFJORDEN. 2023 AZORES MISSION RESEARCHERS FROM THE UNIVERSITY OF AZORES, OKEANOS JOINED OREF FOR A RESEARCH-FOCUSED EXPEDITION EXPLORING AND MAPPING THE DEEP SEA, MESOPELAGIC, AND PELAGIC ENVIRONMENTS SURROUNDING SEAMOUNTS IN THE AZORES. USING MULTIDISCIPLINARY APPROACHES, THE MISSION FILLED KNOWLEDGE GAPS IN THE REGION, IMPROVING HABITAT MAPPING, AND VISITING AND EXPLORING PREDICTED VULNERABLE MARINE ECOSYSTEMS, SUCH AS HYDROTHERMAL VENTS, CORALS, FISH, DEEP-SEA SHARKS, AND SHARK'S EGGS/NURSERIES. 2023 YEP IV THE YOUNG EXPLORER'S PROGRAM IS AN EDUCATIONAL PROGRAM INTENDED TO EXPOSE STUDENTS WITH AN INTEREST IN THE OCEANS TO SCIENTIFIC EXPLORATION, SCIENCE COMMUNICATIONS AND VESSEL OPERATIONS. 17 STUDENTS WERE OFFERED HANDS-ON, REAL-WORLD EXPOSURE TO MARINE SCIENCE AND MEDIA ONBOARD OUR WORLD-CLASS RESEARCH VESSEL, THE OCEANXPLORER. THE PROGRAM HAS AN EMPHASIS ON STUDENTS AND EDUCATORS FROM UNDERREPRESENTED GROUPS. THE PROGRAM INCLUDES THREE COMPONENTS: 1) OCEANOGRAPHIC AND MARINE BIOLOGICAL STUDIES; 2) SCIENCE COMMUNICATIONS INCLUDING SHORT AND LONG FORM VISUAL MEDIA; AND 3) SHIP OPERATIONS INCLUDING FUNCTIONS OF VARIOUS CREW DEPARTMENTS. UAE SCIENCE OREF, IN COLLABORATION WITH THE ENVIRONMENT AGENCY OF ABU DHABI, IN A FIRST-OF-ITS-KIND MAPPING OF THE UAE'S OCEAN ENVIRONMENT AND CONDUCTED A MAJOR FISHERIES ASSESSMENT. THE MISSION'S WORK WILL CONTRIBUTE TO INFORMED DECISION MAKING FOR THE SUSTAINABLE MANAGEMENT OF THE OCEANS WHILE EMPOWERING LOCAL FISHERY PRACTICES AROUND THE UAE.
FORM 990, PART VI, SECTION A, LINE 2	MARK DALIO AND MATTHEW DALIO HAVE A FAMILY RELATIONSHIP. JANINE RACANELLI AND GRETCHEN WAGNER HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 6	UNDER DELAWARE LAW, CORPORATIONS MUST HAVE MEMBERS, AS PROVIDED BY THE ORGANIZATION'S BYLAWS. THE DIRECTORS AND MEMBERS ARE THE SAME PEOPLE.
FORM 990, PART VI, SECTION A, LINE 7A	UNDER DELAWARE LAW, CORPORATIONS MUST HAVE MEMBERS, AS PROVIDED BY THE ORGANIZATION'S BYLAWS. THE DIRECTORS AND MEMBERS ARE THE SAME PEOPLE.
FORM 990, PART VI, SECTION B, LINE 11B	DRAFT 990 TO BE REVIEWED BY THE PRESIDENT AND ASSISTANT SECRETARY PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	1. COVERED PERSONS ARE OFFICERS AND DIRECTORS OF OREF, AND THEIR FAMILY MEMBERS AND BUSINESSES FOR WHICH THEY OWN 35% OR MORE. 2. CONFLICT OF INTEREST DISCLOSURES ARE MADE VIA AN ANNUAL DISCLOSURE STATEMENT THAT COVERED PERSONS ARE REQUIRED TO REVIEW AND SIGN. 3. UPON A COVERED PERSON'S DISCLOSURE OF AN INTEREST IN A TRANSACTION, THE INTERMEDIATE SANCTIONS AND CONFLICTS OF INTEREST COMMITTEE, IN CONSULTATION WITH COUNSEL IF NECESSARY, WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. 4. IF IT IS DETERMINED THAT A CONFLICT EXISTS OR THAT THERE IS AN APPEARANCE OF A CONFLICT, THE TRANSACTION MAY BE APPROVED ONLY UPON A VOTE OF A MAJORITY OF THE DISINTERESTED MEMBERS OF THE INTERMEDIATE SANCTIONS AND CONFLICTS OF INTEREST COMMITTEE, OR, IF THERE ARE NO DISINTERESTED COMMITTEE MEMBERS, BY UNANIMOUS VOTE OF THE COMMITTEE MEMBERS. THE COVERED PERSON MAY BE PRESENT FOR THE DISCUSSION IN ORDER TO RESPOND TO QUESTIONS AND ELABORATE ON THE INFORMATION PRESENTED. UPON REQUEST OF THE DISINTERESTED COMMITTEE MEMBERS, THE COVERED PERSON WILL BE REQUIRED TO EXCUSE HIMSELF OR HERSELF FROM THE VOTE ON THE TRANSACTION. IN ANY EVENT, THE COVERED PERSON, IF A MEMBER OF THE INTERMEDIATE SANCTIONS AND CONFLICTS OF INTEREST COMMITTEE, WILL ABSTAIN FROM VOTING ON THE TRANSACTION EXCEPT INSOFAR AS THE POLICY REQUIRES A UNANIMOUS VOTE.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11G	MARINE CREW FEES: PROGRAM SERVICE EXPENSES 7,452,507. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,452,507. MARINE EQUIPMENT MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 1,818,058. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,818,058. CONSULTING: PROGRAM SERVICE EXPENSES 1,661,323. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,661,323. OTHER MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 1,505,432. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,505,432. ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 487,594. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 487,594.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
OCEANX MEDIA LLC
ONE GLENDINNING PLACE	WESTPORT	CT	06880	463217276	NONPROFIT MEDIA COMPANY	NY	$1,016,053	$3,050,531	OCEANOGRAPHIC RESEARCH & EXPLORATION FOUNDATION
GREENWICH MARITIME SERVICES LLC
ONE GLENDINNING PLACE	WESTPORT	CT	06880	981710991	HOLDING COMPANY FOR SCIENCE AND MEDIA VESSEL		$5,209,007	$173,698,856	OCEANOGRAPHIC RESEARCH & EXPLORATION FOUNDATION	CJ
MARINE 1 LLC
ONE GLENDINNING PLACE	WESTPORT	CT	06880	843004874	HOLDING COMPANY FOR A HELICOPTER	CT	$19,174	$2,278,805	GREENWICH MARITIME SERVICES LTD

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
CHINA CARE FOUNDATION
ONE GLENDINNING PLACE	WESTPORT	CT	06880	311732062	GRANTMAKING	CT	501(C)(3)	PF	DALIO FAMILY FUND OCEANOGRAPHIC RESEARCH & EXPLORATION FOUNDATION	Yes (1)
DALIO FAMILY FUND
ONE GLENDINNING PLACE	WESTPORT	CT	06880	831575536	SOCIAL WELFARE	DE	501(C)(4)	N/A	DF OREF DFSL MP TRUST	Yes (1)
DALIO FOUNDATION (SINGAPORE) LTD
				981768331	PHILANTHROPY		501(C)(4)	N/A	DALIO FAMILY FUND OCEANOGRAPHIC RESEARCH & EXPLORATION FDN DALIO FDN	Yes (1)	140 ROBINSON ROAD 16-08 TAHIR BUIL	SINGAPORE	SN	068907	SN
DALIO FOUNDATION INC
ONE GLENDINNING PLACE	WESTPORT	CT	06880	431965846	GRANTMAKING	CT	501(C)(3)	PF	DALIO FAMILY FUND	0
ENDLESS NETWORK INC
ONE GLENDINNING PLACE	WESTPORT	CT	06880	371967864	TECH OPPORTUNITY & ACCESS	DE	501(C)(4)	N/A	DF BDF MMCA OREF	Yes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	SOUND HAVEN II LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE NYALA FARMS ROAD	AddressLine1Txt
City	WESTPORT	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06880	ZIPCd

Field	Value	IRS element (for citing)
EIN	861435255	EIN
Primary Activities	A DELAWARE LLC THAT HOLDS INVESTMENTS	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Disproportionate Allocations	0	DisproportionateAllocationsInd
General Or Managing Partner	0	GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Foreign PostalForeignAddress/ForeignPostalCd
SOUNDS HAVEN (CAYMAN) LTD
190 ELGIN AVENUE	GEORGE TOWN	GRAND CAYMAN	CJ	INVESTMENTS	CJ	N/A	C	0
MP TRUST
140 ROBINSON ROAD 16-08 TAHIR BUIL	SINGAPORE		SN	PHILANTHROPIC SUPPORT	JE	N/A	T	0	068907
DF GLOBAL
140 ROBINSON ROAD 16-08 TAHIR BUIL	SINGAPORE		SN	INVESTMENTS	JE	N/A	C	0	068907

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	DALIO FAMILY FUND INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	C	TransactionTypeTxt
Involved	$20,045,000	InvolvedAmt
Method Of Amount Determination	BOOK VALUE	MethodOfAmountDeterminationTxt