WESTPORT, CT

Dalio Foundation Inc.

Quick Facts

EIN: 431965846
Location: WESTPORT, CT
Category: Philanthropy & Grantmaking
Total Assets: $1.7B
Annual Income: $1B
IRS Ruling Year: 2003
Organization Type: Corporation
Tax Deductibility: Contributions are deductible

About This Foundation

Dalio Foundation Inc. is a private corporation based in WESTPORT, CT. The foundation received its IRS ruling in 2003. It holds total assets of $1.7B. Annual income is reported at $1B. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.

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Financial Overview

Total Giving

$29.3M

2023+53%

Total Assets

$1.5B

2023+2%

Fair Market Value

$1.5B

2023

Net Worth

$1.5B

2023

Grants Paid

$6.1M

2023

Contributions

$14.1M

2023

Net Investment Income

$14.5M

2023

Distribution Amount

$75.4M

2023

Total Giving by Year

$44.7M

$30.7M

$111M

$123.1M

$73.5M

$62.1M

$38.3M

$16.9M

$19.1M

$29.3M

Asset Growth

$322.8M

$590.5M

$842.1M

$805.1M

$745.7M

$742.5M

$804.4M

$1.5B

Investment Portfolio (2023)

Total: $70.7M

Corporate Stock: $19.5M

Government Obligations: $51.2M

Other Investments: $1.4B

Corporate Stock (1%)

Government Obligations (4%)

Other Investments (95%)

Expense Breakdown (2023)

Grants Paid$6.1M

Interest$249K

Occupancy$235K

Accounting Fees$226K

Depreciation$54K

Travel & Conferences$18K

Printing & Publications$1K

Revenue Sources (2023)

Contributions: $14.1M
Dividends: $8M
Other Income: $7M
Capital Gains (Net): $-39,562,028

Financial Details (2023)

Total Revenue: $-10,389,717
Total Expenses: $29.3M
Exempt Purpose Expenses: $17.2M
Required Distribution: $75.4M
Undistributed Income: $0
Grants Approved (Future): $4M
Total Liabilities: $68K
Excise Tax: $201K

Foundation Classification (2023)

Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings

Grantmaking Insights

Total Grants

Total Giving

$34.7M

Average Grant

$695K

Median Grant

$193K

Total Giving by Year

$20.9M (9 grants)

$7.7M (24 grants)

$6.1M (17 grants)

Grant Range

Min$2K

Max$3.3M

Median: $193K

Smallest grantLargest grant

Openness to New Grantees (2023)

76%

of 2023 grantees were first-time recipients

Geographic Distribution of Grants

ME: $50K (1)

NY: $7.8M (17)

MA: $8.6M (8)

CT: $5K (1)

IL: $2M (1)

CA: $3M (3)

UT: $1.5M (2)

MD: $817K (1)

DC: $2M (4)

SC: $60K (2)

GA: $100K (1)

FL: $10K (1)

TX: $20K (1)

MA$8.6M (8)

NY$7.8M (17)

CA$3M (3)

DC$2M (4)

IL$2M (1)

UT$1.5M (2)

Past Grantees

Recipient	Location	Amount	Year
Woods Hole Oceanographic InstitutionRESTRICTED TO THE TWILIGHT ZONE PROJECT	Woods Hole, MA	$2.5M	2023
Robin Hood FoundationTO SUPPORT GENERAL OPERATIONS	New York, NY	$1M	2023
Center For Strategic And International Studies IncRESTRICTED TO SUPPORT THE ENDOWMENT CAMPAIGN	Washington, DC	$1M	2023
Waterford Institute IncTO SUPPORT THE UPSTART PROGRAM GOAL OF BRIDGING EARLY EDUCATION GAP	Taylorsville, UT	$506K	2023
La Scuola D Italia-Guglielmo MarconiTO SUPPORT GENERAL OPERATIONS	New York, NY	$350K	2023
Fundacion Legorreta Hernandez AcRESTRICTED TO SUPPORT FOR THE GRANTEE'S SELF-EMPLOYMENT PROGRAM AND COMMUNITY CENTER PROGRAM	Ciudad De Mexico	$200K	2023
Saint Anns SchoolRESTRICTED TO THE ANNUAL FUND	Brooklyn, NY	$146K	2023
David Lynch Foundation For Consciousness-Based Education And World PeaceTO SUPPORT GENERAL OPERATIONS	New York, NY	$115K	2023
Chapel & York Us Foundation IncRESTRICTED TO SUPPORT OUTWARD BOUND UK'S NEW LEARNING VILLAGE	New York, NY	$105K	2023
American Jewish CommitteeTO SUPPORT GENERAL OPERATIONS	New York, NY	$50K	2023
Gould AcademyRESTRICTED TO SUPPORT THE ATHLETIC DEPARTMENT	Bethel, ME	$50K	2023
Icon Elite SportsTO SUPPORT GENERAL OPERATIONS	Myrtle Beach, SC	$50K	2023
Orchestra Of The Americas Group IncTO SUPPORT GENERAL OPERATIONS	Washington, DC	$20K	2023
World Central Kitchen IncorporatedRESTRICTED TO PROVIDE RELIEF IN UKRAINE PROJECT	Washington, DC	$10K	2023
The Connecticut Audubon Society IncorporatedTO SUPPORT GENERAL OPERATIONS	Fairfield, CT	$5K	2023
Uniformed Firefighters Associations Scholarship Fund IncTO SUPPORT GENERAL OPERATIONS	New York City, NY	$2K	2023
Helen Keller InternationalRESTRICTED TO SUPPORT THE KENYA VITAMIN A PROGRAM	New York, NY	$2K	2023
Woods Hole Oceanographic InstitutionRESTRICTED TO THE TWILIGHT ZONE PROJECT	Woods Hole, MA	$2.5M	2021
Waterford Institute IncRESTRICTED TO SUPPORT THE GOAL OF BRIDGING THE EARLY EDUCATION GAP	Sandy, UT	$1M	2021
Girltrek IncorporatedRESTRICTED TO SUPPORT INITIATIVE TO GET ONE MILLION AFRICAN-AMERICAN WOMEN WALKING TO IMPROVE THEIR HEALTH	Washington, DC	$1M	2021
Johns Hopkins UniversityRESTRICTED TO SUPPORT THE MOOD DISORDERS CENTER	Baltimore, MD	$817K	2021
Avatar Alliance FoundationRESTRICTED TO PROMOTING EDUCATION, PUBLIC AWARENESS AND CONSERVATION OF THE EARTH AND ITS RESOURCES	New York, NY	$500K	2021
Woods Hole Oceanographic InstitutionRESTRICTED TO SUPPORT AND STRENGTHEN THE COMMUNICATION INITIATIVE	Woods Hole, MA	$450K	2021
Mass General Brigham IncorporatedRESTRICTED TO SUPPORT THE COMMUNITY PSYCHIATRY PROGRAM	Boston, MA	$209K	2021
Fundacion Legorreta Hernandez AcRESTRICTED TO SUPPORT SELF-EMPLOYMENT AND COMMUNITY CENTER PROGRAMS	Ciudad De Mexico	$200K	2021
A Favor Del Nio IapTO SUPPORT GENERAL OPERATIONS	Mexico City	$200K	2021
Mass General Brigham IncorporatedRESTRICTED TO SUPPORT THE COMMUNITY PSYCHIATRY PROGRAM	Boston, MA	$193K	2021
Mass General Brigham IncorporatedRESTRICTED TO SUPPORT THE COMMUNITY PSYCHIATRY PROGRAM	Boston, MA	$193K	2021
Saint Anns SchoolRESTRICTED TO THE ANNUAL FUND	Brooklyn, NY	$137K	2021
President And Fellows Of Harvard CollegeRESTRICTED TO THE HARVARD BUSINESS SCHOOL FUND	Cambridge, MA	$100K	2021
National Foundation For The Ctrs For Disease Contr & Prevention IncRESTRICTED TO SUPPORT AFGHAN EVACUEE EMERGENCY RELIEF EFFORTS IN THE US	Atlanta, GA	$100K	2021
Church Of St JeromeTO SUPPORT GENERAL OPERATIONS	Bronx, NY	$50K	2021
University Of Texas FoundationRESTRICTED TO SUPPORT THE FUNDRAISER TO END CANCER	Austin, TX	$20K	2021
Polar Education FoundationTO SUPPORT GENERAL OPERATIONS	Quebec	$15K	2021
Humane Society For The PreventionTO SUPPORT GENERAL OPERATIONS	Columbia, SC	$10K	2021
Giving Back Fund IncRESTRICTED TO SUPPORT THE NEXUS YOUTH SUMMIT	Los Angeles, CA	$10K	2021
The Florida Humane Society IncTO SUPPORT GENERAL OPERATIONS	Deerfield Beach, FL	$10K	2021
Haiti Project IncTO SUPPORT GENERAL OPERATIONS	Hopewell Junction, NY	$5K	2021
Backline Care IncTO SUPPORT GENERAL OPERATIONS	Brooklyn, NY	$5K	2021
Could YouTO SUPPORT GENERAL OPERATIONS	Oceanside, CA	$5K	2021
Childrens Brain Tumor Foundation IncTO SUPPORT GENERAL OPERATIONS	New York, NY	$5K	2021
New York-Presbyterian Fund IncRESTRICTED TO SUPPORT THE DALIO INSTITUTE OF CARDIOVASCULAR IMAGING	New York, NY	$3.3M	2020
Beijing Dalio Public Welfare FoundationRESTRICTED TO SUPPORT THE GRANT-MAKING PROGRAM RELATED TO THE CORONAVIRUS (COVID-19) OUTBREAK IN CHINA	Beijing	$3.2M	2020
The Board Of Trustees Of The Leland Stanford Junior UniversityRESTRICTED TO SUPPORT THE HASSO PLATTNER INSTITUTE OF DESIGN AT STANFORD UNIVERSITY	Stanford, CA	$3M	2020
Beijing Dalio Public Welfare FoundationRESTRICTED TO SUPPORT GRANTEE'S CHARITABLE WORK IN THE FIELDS OF CHILDREN WELFARE AND EDUCATION.	Beijing	$2.9M	2020
Woods Hole Oceanographic InstitutionRESTRICTED TO THE TWILIGHT ZONE PROJECT	Woods Hole, MA	$2.5M	2020
Beijing Dalio Public Welfare FoundationRESTRICTED TO SUPPORT A PROGRAM GRANT TO BDF TO SUPPORT VARIOUS PROJECTS IN 2019	Beijing	$2M	2020
Henry M Paulson Jr InstituteTO SUPPORT GENERAL OPERATIONS	Chicago, IL	$2M	2020
Stephen A Schwarzman Education FoundationRESTRICTED TO SUPPORT INCREASED ACADEMIC PROGRAM COSTS DUE TO COVID-19	New York, NY	$1M	2020
Ted Foundation IncTO SUPPORT GENERAL OPERATIONS	New York, NY	$1M	2020