EIN 83-1575536

Dalio Family Fund

IRS 501(c) type
501(c)(4)
Num. employees
0
Year formed
2018
Most recent tax filings
2023-12-01
Description
The Dalio Family Fund supports diverse communities globally in areas such as education, healthcare, and environmental protection with a focus on oceanic research.
Total revenues
$69,545,101
2023
Total expenses
$195,331,019
2023
Total assets
$3,239,856,131
2023
Num. employees
0
2023

Program areas at Dalio Family Fund

Education: provide grants and programming to enable more equitable education through direct engagement with public school communities and technology driven access to learning. By championing underserved youth in Connecticut and beyond, we strive to unlock students' potential and reengage youth who are severely off-track or disconnected from school and employment. Through programs that increase access to the internet, devices and gaming, we seek to bridge the digital divide in learning.
Oceans & environment: support groundbreaking exploration, scientific research and education aimed at developing a greater understanding and appreciation of the oceans and environment. Enable greater protection of the oceans for the benefit of people globally, including marginalized populations that depend on them for their sustainability. Support programs that inspire the next generation of ocean explorers and problem solvers to advance knowledge of the ocean and its many creatures.
Health & wellness: support health equity and wellness through research, education, improved access to quality healthcare, mental health services, and other supporting services for traditionally underserved communities.
Arts & community: support local organizations aimed at deepening community around the arts, music and culture. Assist other community organizations such as food pantries and shelters to ensure the basic needs of the community are met in a compassionate and caring way.
Economic empowerment: support for organizations that provide underserved communities with a range of opportunities to help build their own capacity, self-sufficiency and resilience including greater access to capital and supporting services.

Grants made by Dalio Family Fund

GranteeGrant descriptionAmount
Gates Philanthropy PartnersRestricted To Support Polio Eradication$10,000,000
NewYork Presbyterian Hospital (NYP)Restricted To Support the Dalio Center for Health Justice$10,000,000
Harvard UniversityRestricted To Kissinger Professorship of Statecraft and World Order Endowment Fund$8,000,000
...and 185 more grants made totalling $86,135,073

Who funds Dalio Family Fund

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Lookout TrustFunding for Social Welfare Activities$120,143,271

Financials for Dalio Family Fund

RevenuesFYE 12/2023
Total grants, contributions, etc.$45,250,000
Program services$0
Investment income and dividends$42,274,052
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-17,985,951
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$7,000
Total revenues$69,545,101

Form 990s for Dalio Family Fund

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990View PDF
2022-122023-11-15990View PDF
2021-122022-11-15990View PDF
2020-122021-11-14990View PDF
2019-122021-06-25990View PDF
Data update history
January 23, 2024
Updated personnel
Identified 1 new personnel
January 22, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 2, 2024
Used new vendors
Identified 3 new vendors, including , , and
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 30, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Grantmaking organizationsHuman service organizationsHeadquarter / parent organizations
Issues
Human services
Characteristics
Operates internationallyNo full-time employees
General information
Address
1 Glendinning Pl
Westport, CT 06880
Metro area
Bridgeport-Stamford-Norwalk, CT
County
Fairfield County, CT
Phone
(203) 291-5000
IRS details
EIN
83-1575536
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2018
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
P20: Human Service Organizations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Central organization
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