2023-11-15T13:16:07-06:00 2022-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2022-01-01 431965846 DALIO FOUNDATION INC DALI 2032915000 ONE NYALA FARMS ROAD WESTPORT CT 06880 JANINE RACANELLI EXECUTIVE DIRECTOR 2032915000 2023-11-15 1 JANINE RACANELLI 999009999 0 JENNIFER BECKER HARRIS P00183358 4254544919 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 1512314519 X 50037743 3689127 6132887 77575842 868275822 170238345 1203 55594915 131303915 231966147 0 0 0 1531 0 1531 68685 45332 23353 10285551 5197062 5088488 1488848 11831 0 74019 0 254341 0 254341 10493 0 10493 1594 0 1594 1678846 858785 1678846 13863908 6113010 7058646 5285872 5285872 19149780 6113010 12344518 112154135 225853137 1 1 100915323 134664269 134664269 168513 167666 167666 85881581 66803285 66803285 21289382 19559364 19559364 1271249139 1289144800 1289144800 1212601 488516 781198 724085 724085 3776842 1251049 1251049 1484061978 1512314519 1512314519 26492 13887 511500 0 537992 13887 X 0 0 0 0 1483523986 1512300632 1483523986 1512300632 1484061978 1512314519 1483523986 112154135 0 1595678121 83377489 1512300632 SALE OF INVESTMENT FUNDS P 2021-01-01 2022-12-31 868275822 696360776 171915046 171915046 GAINS AND LOSSES FROM PASSTHROUGH ENTITIES P 2021-01-01 2022-12-31 1676701 -1676701 -1676701 170238345 3139359 0 3139359 0 3139359 825000 0 3300000 0 4125000 X 2988 982653 982653 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 1 1 0 1 WWW.DALIOPHILANTHROPIES.ORG LISA SAFIAN 2032915000 ONE NYALA FARMS ROAD WESTPORT CT 06880 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 BARBARA DALIO ONE NYALA FARMS ROAD WESTPORT CT 06880 DIRECTOR 1.00 0 0 0 JANINE RACANELLI ONE NYALA FARMS ROAD WESTPORT CT 06880 EXEC. DIRECTOR, TREASURER & SECRETARY 1.50 0 0 0 LISA SAFIAN ONE NYALA FARMS ROAD WESTPORT CT 06880 ASSISTANT TREASURER 1.00 0 0 0 MARK DALIO ONE NYALA FARMS ROAD WESTPORT CT 06880 DIRECTOR 1.00 0 0 0 MATTHEW A DALIO ONE NYALA FARMS ROAD WESTPORT CT 06880 DIRECTOR 1.00 0 0 0 RAYMOND T DALIO ONE NYALA FARMS ROAD WESTPORT CT 06880 PRESIDENT & DIRECTOR 2.00 0 0 0 NONE 0 MARINO MANAGEMENT 25 FORD ROAD WESTPORT CT 06880 SEE STATEMENT 19 10176977 ACCION QUONA INCLUSION FUND GP LLC 10 FAWCETT STREET SUITE 204 CAMBRIDGE MA 02138 INVESTMENT MANAGEMENT FEES 262500 HUNTER CONSULTING LLC 319 HILL STREET HAMDEN CT 06514 EDUCATIONAL CONSULTING 226250 TUCKER GREEN CONSULTING INC 11 EAST 44TH STREET SUITE 300 NEW YORK NY 10017 COMMUNICATION CONSULTING 141299 ROCA INC 101 PARK STREET CHELSEA MA 02150 EDUCATIONAL CONSULTING 131704 6 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). 3111673 HELPING OTHER ORGANIZATIONS WITH THEIR CHARITABLE ACTIVITIES 1696163 COMMUNITY SUPPORT CHARITABLE INITIATIVE - PARK PRESERVATION, BEAUTIFICATION, AND MAINTENANCE FOR BRUCE PARK GARDEN. 5840 0 992144372 137103881 345105801 1474354054 0 0 1474354054 22115311 1452238743 72611937 72611937 3139359 3139359 69472578 2731073 72203651 0 72203651 12344518 0 16906 12361424 72203651 0 0 93834038 70727634 14586699 179148371 12361424 0 0 0 12361424 0 59842227 59842227 119306144 0 0 0 0 0 0 33991811 85314333 70727634 14586699 RAYMOND T DALIO X A FAVOR DEL NINO IAP 860 SAN JERNIMO AVENUE MEXICO CITY 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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. X X 1 BELLE HAVEN AW LLC ONE NYALA FARMS ROAD WESTPORT CT 06880 50000000 X 2 RAYMOND T DALIO AND BARBARA G DALIO ONE NYALA FARMS ROAD WESTPORT CT 06880 34091 X ACCOUNTING FEES 68685 45332 23353 FUNDACION LEGORRETA HERNANDEZ AC AVENIDA CHAPULTEPEC 218 COL ROMA NORTE DEL CU CIUDAD DE MEXICO MX CP 06700 2019-10-04 800000 TO SUPPORT THE GRANTEE'S SELF-EMPLOYMENT PROGRAM AND COMMUNITY CENTER PROGRAM FOR UNDERSERVED POPULATIONS. 800000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 01/31/20, 02/25/21, 04/01/22, 03/02/23 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 UK SW1 H9JA 2013-07-19 2541620 EQUITY PROGRAM RELATED INVESTMENT TO FINANCE THE DEVELOPMENT AND PRODUCTION OF PRODUCTS TO ADDRESS GLOBAL HEALTH CHALLENGES AND ACHIEVE SPECIFIED GLOBAL HEALTH OBJECTIVES 2541620 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 12/31/14, 12/31/15, 3/01/17, 3/01/18, 3/01/19, 3/01/20, 5/14/21, 9/30/21, 10 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 NY 10001 2017-12-14 3000000 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 3000000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 3/31/18, 6/30/18, 10/28/19, 1/22/20, 4/07/20, 7/30/20, 2/09/21, 3/2/22, 02/1 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 NY 10115 2018-03-27 250000 SECONDARY GRANTEE (1/2): INSTITUTE FOR INTERNATIONAL EDUCATION (IIE)SECONDARY GRANTEE DATE PAID: 03/15/20 SECONDARY GRANTEE AMOUNT PAID: $160,000SECONDARY GRANTEE AMOUNT EXPENDED: $160,000PURPOSE: TO SUPPORT THE ENDOWMENT FOR THE RICHARD ROCKEFELLER FELLOWSHIP FOR EMERGING LEADERS IN CHINESE PHILANTHROPY 210000 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 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 NY 10115 2018-03-27 250000 SECONDARY GRANTEE (2/2): INSTITUTE FOR INTERNATIONAL EDUCATION (IIE)SECONDARY GRANTEE DATE PAID: 03/15/22 SECONDARY GRANTEE AMOUNT PAID: $50,000 SECONDARY GRANTEE AMOUNT EXPENDED: $50,000PURPOSE: TO SUPPORT THE ENDOWMENT FOR THE RICHARD ROCKEFELLER FELLOWSHIP FOR EMERGING LEADERS IN CHINESE PHILANTHROPY 210000 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 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. THE RICHARD AND BARBARA WHITCOMB FOUNDATION 30 VILLAGE DRIVE NEW CANAAN CT 06840 2017-08-31 2400000 TO SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE FOUNDATION WHICH INCLUDES SUPPORT OF LOCAL AND REGIONAL AFTER-SCHOOL PROGRAMS, SCHOLARSHIP PROGRAMS, FITNESS, NUTRITION AND OTHER EDUCATIONAL PROGRAMS. 2400000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 11/17, 02/18, 06/18, 07/18, 10/18, 02/19, 05/19, 11/19, 01/20, 01/21, 05/22, 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 XICHEN CH 100045 2018-12-13 900000 TO SUPPORT THE OPERATING EXPENSES OF BEIJING DALIO PUBLIC WELFARE FOUNDATION AND ENABLE IT TO CARRY OUT ITS CHARITABLE AND EDUCATIONAL ACTIVITIES CONTINUOUSLY, WHICH ARE FOCUSED ON EARLY CHILDHOOD ADVOCATION, PHILANTHROPY, EDUCATION, POVERTY REDUCTION AND COVID RELIEF. 900000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/10/19, 03/10/20, 3/10/21, 03/08/22 (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 XICHEN CH 100045 2018-08-02 5916000 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: $2,000,000 SECONDARY AMOUNT EXPENDED: $2,000,000PURPOSE: TO SUPPORT CGPI'S PROGRAMS PROMOTING PHILANTHROPY EDUCATION IN CHINA. 5621692 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 08/01/18, 10/03/18, 03/14/19, 03/15/20, 3/15/21, 03/08/22, 03/13/23 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 XICHEN CH 100045 2018-08-02 5916000 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: $216,000 SECONDARY AMOUNT EXPENDED: $156,692PURPOSE: TO SUPPORT CGPI'S PROGRAMS PROMOTING PHILANTHROPY EDUCATION IN CHINA. 5621692 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 08/01/18, 10/03/18, 03/14/19, 03/15/20, 3/15/21, 03/08/22, 03/13/23 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 XICHEN CH 100045 2018-08-02 5916000 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: $2,150,000 SECONDARY AMOUNT EXPENDED: $2,150,000PURPOSE: TO SUPPORT HEALTH BASED INTERVENTIONS FOR CHILDREN WITH FEW RESOURCES WHO HAVE LIFE THREATENING DISEASES. 5621692 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 08/01/18, 10/03/18, 03/14/19, 03/15/20, 3/15/21, 03/08/22, 03/13/23 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 XICHEN CH 100045 2018-08-02 5916000 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: $150,000PURPOSE: TO SUPPORT MIDDLE SCHOOL EDUCATION FOR MIGRANT WORKERS' CHILDREN. 5621692 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 08/01/18, 10/03/18, 03/14/19, 03/15/20, 3/15/21, 03/08/22, 03/13/23 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 XICHEN CH 100045 2018-08-02 5916000 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: $950,000 SECONDARY AMOUNT EXPENDED: $950,000 PURPOSE: TO SUPPORT EARLY CHILDHOOD EDUCATION IN RURAL, RESOURCE-CONSTRAINED POPULATIONS IN CHINA. 5621692 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 08/01/18, 10/03/18, 03/14/19, 03/15/20, 3/15/21, 03/08/22, 03/13/23 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 XICHEN CH 100045 2018-08-02 5916000 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. 5621692 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 08/01/18, 10/03/18, 03/14/19, 03/15/20, 3/15/21, 03/08/22, 03/13/23 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 XICHEN CH 100045 2019-07-31 5550000 SECONDARY GRANTEE (1/6): CHBA, ROOM 1602, SOUTH TOWER, SHANGDU SOHO, NO 8, DONGDAQIAO ROAD, CHAOYANG DISTRICT, BEIJING,100020, CHINA SECONDARY GRANTEE DATE: 12/2019 SECONDARY GRANTEE AMOUNT PAID: $2,150,000 SECONDARY AMOUNT EXPENDED: $2,150,000 PURPOSE: TO SUPPORT EARLY CHILDHOOD EDUCATION. 5550000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/15/20, 03/15/21, 03/08/22 (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 XICHEN CH 100045 2019-07-31 5550000 SECONDARY GRANTEE (2/6): DANDELION MIDDLE SCHOOL, 22ND TUANHE ROADSHOUBAOZHUANGXIHONGMENZHEN, DAXING DISTRICT, BEIJING, CHINA, 100162 SECONDARY GRANTEE DATE: 12/2019 SECONDARY GRANTEE AMOUNT PAID: $150,000 SECONDARY AMOUNT EXPENDED: $150,000 PURPOSE: TO SUPPORT MIDDLE SCHOOL EDUCATION FOR MIGRANT CHILDREN. 5550000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/15/20, 03/15/21, 03/08/22 (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 XICHEN CH 100045 2019-07-31 5550000 SECONDARY GRANTEE (3/6): 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: 12/2019 SECONDARY GRANTEE AMOUNT PAID: $930,000 SECONDARY AMOUNT EXPENDED: $930,000 PURPOSE: TO SUPPORT EARLY CHILDHOOD EDUCATION. 5550000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/15/20, 03/15/21, 03/08/22 (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 XICHEN CH 100045 2019-07-31 5550000 SECONDARY GRANTEE (4/6): BEIJING GANEN FOUNDATION (BGF), BEIJING, CHINA 100045 SECONDARY GRANTEE DATE: 12/2019 SECONDARY GRANTEE AMOUNT PAID: $150,000 SECONDARY AMOUNT EXPENDED: $150,000 PURPOSE: TO SUPPORT VARIOUS PROJECTS INCLUDING, CHBA, RARL, CDRF, BGF AND DANDELION. PROGRAM AREAS INCLUDE CHILD WELFARE AS WELL AS RURAL CAPACITY BUILDING IN HIGHER EDUCATION. 5550000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/15/20, 03/15/21, 03/08/22 (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 XICHEN CH 100045 2019-07-31 5550000 SECONDARY GRANTEE (5/6): RONG AI RONG LE PARENTS ORGANIZATION OF PEOPLE WITH INTELLECTUAL DISABILITIES (RARL), 1107 #UNIT 4 ,BUILDING 6, BEIJING IMAGE COMPOUND, 115# OF FUCHENG ST. HAIDIAN DISTRICT, BEIJING, CHINA AND BEIJING GANEN FOUNDATION (BGF), BEIJING, CHINA 100045 SECONDARY GRANTEE DATE: 12/2019 SECONDARY GRANTEE AMOUNT PAID: $170,000 SECONDARY AMOUNT EXPENDED: $170,000 PURPOSE: TO SUPPORT VARIOUS PROJECTS INCLUDING, CHBA, RARL, CDRF, BGF AND DANDELION. PROGRAM AREAS INCLUDE CHILD WELFARE AS WELL AS RURAL CAPACITY BUILDING IN HIGHER EDUCATION. 5550000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/15/20, 03/15/21, 03/08/22 (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 XICHEN CH 100045 2019-07-31 5550000 SECONDARY GRANTEE (6/6): CHINA GLOBAL PHILANTHROPY INSTITUTE (CGPI), 8TH FLOOR, HOPSON FORTUNE PLAZA, NO. 13 DESHENGMEN WAI STREET, XICHENG DISTRICT, BEIJING, 100088, PRC SECONDARY GRANTEE DATE: 02/07/20 SECONDARY GRANTEE AMOUNT PAID: $2,000,000 SECONDARY AMOUNT EXPENDED: $2,000,000 PURPOSE: TO SUPPORT VARIOUS PHILANTHROPIC PROJECTS INCLUDING, CHBA, RARL, CDRF, BGF AND DANDELION. PROGRAM AREAS INCLUDE CHILD WELFARE AS WELL AS RURAL CAPACITY BUILDING IN HIGHER EDUCATION. 5550000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/15/20, 03/15/21, 03/08/22 (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 XICHEN CH 100045 2020-03-19 3200000 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. 2702271 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/10/21, 03/08/22, 03/13/23 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 XICHEN CH 100045 2020-03-19 3200000 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: $516,169 PURPOSE: RESTRICTED TO FUND THE WORK OF THREE MEDICAL RESEARCH TEAMS RELATED TO THE CORONAVIRUS (COVID-19) OUTBREAK IN CHINA. 2702271 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/10/21, 03/08/22, 03/13/23 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 XICHEN CH 100045 2020-03-19 3200000 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: $1,186,102 PURPOSE: RESTRICTED TO FUND THE WORK OF THREE MEDICAL RESEARCH TEAMS RELATED TO THE CORONAVIRUS (COVID-19) OUTBREAK IN CHINA. 2702271 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/10/21, 03/08/22, 03/13/23 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 XICHEN CH 100045 2020-07-30 2870000 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. 2686820 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/15/21, 03/08/22, 03/13/23 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 XICHEN CH 100045 2020-07-30 2870000 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: $536,820 PURPOSE: RESTRICTED TO SUPPORT GRANTEE'S CHARITABLE WORK IN THE FIELDS OF CHILDREN WELFARE AND EDUCATION. 2686820 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/15/21, 03/08/22, 03/13/23 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. AVATAR ALLIANCE FOUNDATION 888 7TH AVENUE FLOOR 4 NEW YORK NY 10106 2021-02-11 500000 SECONDARY GRANTEE (1/4): ARCHANGEL ANCIENT TREE ARCHIVE, 16880 FRONT STREET, COPEMISH, MI 49625 SECONDARY GRANTEE DATE: 03/24/21 SECONDARY GRANTEE AMOUNT PAID: $50,000 SECONDARY AMOUNT EXPENDED: $50,000 PURPOSE: TO SUPPORT CLIMATE RELATED PROJECT TO PROPAGATE THE WORLD'S MOST IMPORTANT OLD GROWTH TREES THAT PROVIDE BENEFICIAL ECOSYSTEM SERVICES ESSENTIAL FOR ALL LIFE FORMS. 500000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/24/23 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. AVATAR ALLIANCE FOUNDATION 888 7TH AVENUE FLOOR 4 NEW YORK NY 10106 2021-02-11 500000 SECONDARY GRANTEE (2/4): KING BAUDOUIN FOUNDATION U.S. INC., 551 FIFTH AVENUE, SUITE 2400, NEW YORK, NY 10176 SECONDARY GRANTEE DATE: 05/12/21 SECONDARY GRANTEE AMOUNT PAID: $150,000SECONDARY AMOUNT EXPENDED: $150,000PURPOSE: TO SUPPORT OCEAN TWILIGHT ZONE COMMUNICATIONS AND ENGAGEMENT. 500000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/24/23 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. AVATAR ALLIANCE FOUNDATION 888 7TH AVENUE FLOOR 4 NEW YORK NY 10106 2021-02-11 500000 SECONDARY GRANTEE (3/4): MUSEUM OF POP CULTURE, 120 6TH AVENUE N #100, SEATTLE, WA 98109 SECONDARY GRANTEE DATE: 05/12/21 SECONDARY GRANTEE AMOUNT PAID: $150,000 SECONDARY AMOUNT EXPENDED: $150,000PURPOSE: TO SUPPORT INNOVATIVE MUSEUM AND CULTURAL CENTER AS VENUE FOR HOLOLENS POP-UP. 500000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/24/23 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. AVATAR ALLIANCE FOUNDATION 888 7TH AVENUE FLOOR 4 NEW YORK NY 10106 2021-02-11 500000 SECONDARY GRANTEE (4/4): PAPAHANAUMOKUAKEA MARINE DEBRIS PROJECT, 905 KALANIANAOLE HWY #5017, KAILUA, HI 96785 SECONDARY GRANTEE DATE: 05/26/21 SECONDARY GRANTEE AMOUNT PAID: $150,000 SECONDARY AMOUNT EXPENDED: $150,000PURPOSE: TO SUPPORT MORE EXTENSIVE LIVING CORAL-MAPPING TO ACCELERATE CONSERVATION INTERVENTIONS 500000 TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. 03/24/23 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. 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