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Connecticut · Nonprofit

DALIO FAMILY FUND INC

DALIO FAMILY FUND INC (Connecticut) receives grants from 1 organization whose IRS filings report $120,143,271 to it, the largest being LOOKOUT TRUST ($120,143,271). 0 of them have funded it in more than one year.

Revenue FY2024
$807M
Funders on record
1
Grants received
$120M
Net assets
$4.0B
0/1 repeat funderspeak grant-dependency 4%
01The organization over time

The organization over time

Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20192019 Revenue 100 ($3.1B) Expenses 100 ($37M) Net assets 100 ($3.1B)2020 Revenue 17 ($504M) Expenses 317 ($119M) Net assets 114 ($3.5B)2021 Revenue 4 ($135M) Expenses 317 ($119M) Net assets 113 ($3.5B)2022 Revenue 3 ($82M) Expenses 310 ($116M) Net assets 108 ($3.3B)2023 Revenue 2 ($70M) Expenses 521 ($195M) Net assets 106 ($3.2B)2024 Revenue 26 ($807M) Expenses 258 ($97M) Net assets 132 ($4.0B)
201920202021202220232024
Revenue (26)Expenses (258)Net assets (132)Peer revenue range

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

94% of DALIO FAMILY FUND INC’s revenue is contributions — more reliant on donations than three-quarters of its peers (20% for the typical peer).

This organization
Typical peer · 261 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 6 reported years ran a deficit.

$3.0B
’19
$385M
’20
$16M
’21
−$34M
’22
−$126M
’23
$710M
’24
11
months of
reserve
02Who funds it

Who funds it, year by year

Grant support over time, funder by funder — shade shows the grant size each year.

Funder
'19
total
funders
1

From the IRS filings of DALIO FAMILY FUND INC’s funders (the co-funder graph). Association, not causation.

Where its funders are

100% of DALIO FAMILY FUND INC's grant income comes from Connecticut funders.

CT

Funder states come from each funder’s own filing.

03Its place in the field

Against its field

DALIO FAMILY FUND INC runs a healthier operating margin than three-quarters of the 248 human services nonprofits its size.

Operating margin88% · top quartile
Months of reserve10.9mo · top quartile
Revenue growth (annualized)−23% · bottom quartile

this organization peer median middle 50% of peers· 248 human services nonprofits over $100M, FY2024

Organizations like DALIO FAMILY FUND INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Connecticut

Nationally

04Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

88% of spending goes to programs.

Program 88%Management 12%Fundraising 0%

Governance

4
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990–Audited financials

Footprint & structure

Part of a family of 11 related entities

  • Sound Haven LLC · disregarded
  • Brin LLC · disregarded
  • Dalio Foundation Inc · exempt
  • Oceanographic Research & Exploration Fdn (& Controlled Ent) · exempt
  • China Care Foundation · exempt

Screen this organization

A dated, signed PDF of the compliance screen for DALIO FAMILY FUND INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds DALIO FAMILY FUND INC?
DALIO FAMILY FUND INC (Connecticut) receives grants from 1 organization whose IRS filings report $120,143,271 to it, the largest being LOOKOUT TRUST ($120,143,271). 0 of them have funded it in more than one year.
How many funders does DALIO FAMILY FUND INC have?
IRS filings report 1 organization giving $120,143,271 in grants to DALIO FAMILY FUND INC.
Who is the largest funder of DALIO FAMILY FUND INC?
LOOKOUT TRUST is the largest funder on record, with $120,143,271 in grants. The full list of funders is on this page.
How can an organization like DALIO FAMILY FUND INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Connecticut. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2019–2024), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. What this page cannot tell you · view filing