Public Charity

DALIO FAMILY FUND INC

DALIO FAMILY FUND INC, of WESTPORT, CT, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $806.9M in revenue, $96.9M in expenses, $4.0B in total assets. 1 publicly reported grants to this organization, totaling roughly $120.1M, appear in IRS filings.

EIN: 831575536 WESTPORT, CT Latest filing: 2024
Total Revenue$806.9M
Total Expenses$96.9M
Total Assets$4.0B
Grant Records1
Funding Total$120.1M
Filing Years2019–2024

Mission

DALIO FAMILY FUND IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE PROMOTION OF SOCIAL WELFARE. SPECIFICALLY THE FUND WILL WORK TO FOSTER, SUPPORT, PROMOTE AND CONDUCT PROGRAMS, PROJECTS AND ACTIVITIES DESIGNED TO BENEFIT, SUSTAIN AND IMPROVE DIVERSE AND (SEE SCHEDULE O) UNDERSERVED COMMUNITIES THROUGHOUT THE WORLD, INCLUDING IN THE AREAS OF EDUCATION, ENVIRONMENTAL PROTECTION, OCEANIC EXPLORATION AND AWARENESS, HEALTHCARE, CHILD WELFARE, ECONOMIC EMPOWERMENT, AND THE ARTS.

Sample Grants Received

2019
FUNDING FOR SOCIAL WELFARE ACTIVITIES
$120,143,271

Showing up to 5 of 1 total records — full history available with membership.

Officers & Directors

DIRECTOR Barbara Dalio
SECRETARY Gretchen Wagner
PRESIDENT & DIRECTOR Janine Racanelli
TREASURER Lisa Safian
DIRECTOR Mark Dalio
DIRECTOR Matthew Dalio

Officer compensation and complete director data available with membership.

Top Grant Purposes

FUNDING FOR SOCIAL WELFARE ACTIVITIES
$120,143,271 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $806.9M $96.9M $4.0B
2023 $69.5M $195.3M $3.2B
2022 $82.3M $116.3M $3.3B
2020 $504.1M $118.7M $3.5B
2019 $3.1B $37.5M $3.1B

Between 2019 and 2024, reported annual revenue declined from $3.1B to $806.9M (-74%), with total assets most recently reported at $4.0B.

Interactive year-over-year charts and full filing details available with membership.

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