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 Human Service Organizations NTEE: P20 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.

Where $100 goes at Dalio Family Fund Inc

How Dalio Family Fund Inc divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.

$92 Programs the work itself
$8 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $92 for programs

$40
Oceans & environment
43% of program spending
$20
Health & wellness
21% of program spending
$17
Education
19% of program spending

Plus 2 more programs. Cost per person served and the full program breakdown are on the full profile.

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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

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

Human & Social Services
$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.

See the full picture for DALIO FAMILY FUND INC

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