Dalio Family Fund Inc

WESTPORT, CT EIN: 83-1575536

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.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$4.0B

+24.7% YoY

Annual Giving

$40.2M

-56.4% YoY

Grant Count

105

-48.0% YoY

Avg Grant Size

$383K

-16.1% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$222M$444M$666M$888M20202021202220232024
Metric202420232022
Total Assets$4,039,494,510$3,239,856,131$3,312,837,043
Revenue$806,892,040$69,545,101$82,333,236
Expenses$96,903,990$195,331,019$116,269,603
Qualifying Distributions
Net Investment Income$46,576,980$24,288,101$82,331,583
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$23M$46M$69M$92M233 grants2020166 grants2021195 grants2022202 grants2023105 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

THE NEW YORK AND PRESBYT…$10.0MENDLESS OS FOUNDATION LLC$4.2MMAYO CLINIC$2.5MCONNECTICUT RISE NETWORK…$2.0MHARLEM CHILDRENS ZONE INC$2.0MTISBEST PHILANTHROPY$1.6MROCA INC$1.5MAVATAR ALLIANCE FOUNDATION$1.2MMONTEREY BAY AQUARIUM RE…$1.0MNATIONAL COMMITTEE ON UN…$1.0M

Grant Size Distribution

901 grants across all recorded years

339<$50K142$50–100K151$100–250K95$250–500K67$500K–1M91$1–5M16$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Dalio Family Fund Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JANINE RACANELLIPRESIDENT & DIRECTOR1
BARBARA DALIODIRECTOR1
MATTHEW DALIODIRECTOR1
MARK DALIODIRECTOR1
LISA SAFIANTREASURER1
GRETCHEN WAGNERSECRETARY1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

39states
+32 more states

Cities

AlexandriaAnn ArborArlingtonAtlantaAustinAvonBaltimoreBaton RougeBayamonBel AirBentonvilleBethel HeightsBethesdaBirminghamBloomfieldBoca RatonBostonBoulderBowling GreenBridgeport

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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