Funder DirectoryDALIO FOUNDATION INC
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Private foundation (trust)EIN 431965846Est. 2003-09

DALIO FOUNDATION INC

WESTPORT, CT 06880

Total Assets

$1.7B

FY 2024

Annual Giving

$50.9M

FY 2024

Grants Made

214

FY 2024

Avg Grant

$238K

FY 2024

Grant Range

$1K–$6.9M

Typical

Deadlines

Applications

Programs & Activities

Program 1

$2.7M

Programmatic and back-office support to enable programs focused on under-represented youth and their needs. This support includes but is not limited to supporting public school teachers and their educational needs in connecticut (providing supplies, teacher training and educational opportunities and other support), providing dedicated capacity building support for wrap around social service organizations, and providing support to meet the direct needs of disadvantaged youth (coat drives and other needs).

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$80.0M

Total Expenses

$68.2M

Qualifying Distributions

$59.2M

Distributable Amount

$79.8M

Min. Investment Return

$80.6M

Undistributed Income

$5.9M

Payout rate 74%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.74%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

214 grants

Grant sizes from minimum $1K through median $40K to maximum $6.9M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $50.9M in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

415 grants

WOODS HOLE OCEANOGRAPHIC INSTITUTION
$10.9M
8 grants
BEIJING DALIO PUBLIC WELFARE FOUNDATION
$8.4M
4 grants
NEW YORK-PRESBYTERIAN FUND INC
$8.3M
2 grants
TISBEST PHILANTHROPY
$6.9M
1 grant
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
$3.3M
2 grants
ROCKEFELLER PHILANTHROPY ADVISORS INC
$3.0M
2 grants
SAINT ANDREWS SCHOOL OF BOCA RATON INC
$3.0M
2 grants
WATERFORD INSTITUTE INC
$2.3M
3 grants

Grant Size Distribution

413 grants

<$10K
93
grants
$10–50K
142
grants
$50–250K
112
grants
$250K–1M
48
grants
$1–5M
17
grants
$5M+
1
grants

Geographic Focus

35 states

New York
$28.7M
32% of total
Connecticut
$13.5M
15% of total
Massachusetts
$13.2M
15% of total
Washington
$8.6M
10% of total
District of Columbia
$6.7M
7% of total
California
$6.7M
7% of total
Florida
$3.5M
4% of total
Utah
$2.5M
3% of total
Illinois
$2.2M
2% of total
Maryland
$1.8M
2% of total

+25 more states

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DALIO FOUNDATION INC — Grants, Financials & Contact | Grantivo