Dalio Foundation Inc

WESTPORT, CT EIN: 43-1965846

Dalio Foundation Inc is a private independent foundation established in 2003 and based in Westport, Connecticut. Founded by Raymond T. Dalio, founder of the investment firm Bridgewater Associates, the foundation operates as part of the broader Dalio Philanthropies umbrella. The organization functions as a small, mostly family-run entity with a relationship-driven approach to grantmaking.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$50.9M

+732.7% YoY

Grant Count

214

+1158.8% YoY

Avg Grant Size

$238K

-33.8% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's mission centers on creating equal opportunity, particularly by providing better access to quality education, healthcare, capital, and technology.

Primary focus areas include:

  • K-12 Education: Particularly in Connecticut, including support for public school teachers and educational needs (supplies, teacher training, and educational opportunities)
  • Ocean Exploration and Protection: Including conservation education
  • Digital Access and Technology Education
  • Economic Empowerment: Including job training and workforce development programs
  • Health Equity
  • International Programs: Particularly in China
  • Youth Support: Programmatic and back-office support for programs focused on under-represented youth and their needs, including wrap-around social services and direct assistance
  • Community Support: Park preservation, beautification, and maintenance initiatives

Grantmaking

The foundation maintains a grant portal at https://dalio.my.site.com/grantee/ and can be contacted at inquiries@daliophilanthropies.org. The foundation is open to new applicants, though decision timelines and success rates are not publicly disclosed.

Grant Range

s and Range:**

Average Grant

approximately $200,000-$322,000

How to Apply

**

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Geographic Focus

Where this funder awards grants

  • Primary: Connecticut
  • National: United States-wide funding including major cities such as New York, Los Angeles, and Boston
  • International: Mexico City, Quebec, and China

Grant Distribution by State

34states
+26 more states

Cities

ANN ARBORARLINGTONATLANTAAUSTINAVONBALTIMOREBEL AIRBELMONTBENTONVILLEBETHELBETHESDABISHOPBLOOMFIELDBOCA RATONBOSTONBOULDERBRIDGEPORTBRONXBROOKLYNBUFFALO

Financial History

Multi-year comparison from IRS filings

As of 2023:

  • Total Assets: $1.54 billion
  • Total Revenue: -$10.4 million (2023)
  • Total Expenses: $29.3 million (2023)
  • Total Liabilities: $68.3 thousand

Historical Context:

  • Established: September 2003
  • Tax-exempt status: 501(c)(3)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$13M$25M$38M$51M122 grants202024 grants202136 grants202217 grants2023214 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CENTER FOR STRATEGIC AND…$1.0MCOMPASS YOUTH COLLABORAT…$1.0MAMERICAN COMMUNITY SCHOO…$831KCHRISTIAN HERALD ASSOCIA…$450KBROAD INSTITUTE INC$250KCENTER FOR STRATEGIC AND…$250KCOMMUNITY ACCESS INC$200KCOMPASS YOUTH COLLABORAT…$180KBILLION OYSTER PROJECT INC$100KBLACK IN MARINE SCIENCE$100K

Grant Size Distribution

177 grants across all recorded years

89<$50K21$50–100K39$100–250K8$250–500K5$500K–1M15$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • Raymond T. Dalio: President and Director; founder of Bridgewater Associates
  • Barbara Dalio: Director
  • Matthew A. Dalio: Key personnel
  • Janine Racanelli: Key personnel
  • Lisa Safian: Key personnel

None of the directors or executives receive compensation for their work.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BARBARA DALIODIRECTOR1
JANINE RACANELLIEXEC. DIRECTOR, TREASURER & SECRETARY1
LISA SAFIANASSISTANT TREASURER1
MARK DALIODIRECTOR1
MATTHEW A DALIODIRECTOR1
RAYMOND T DALIOPRESIDENT & DIRECTOR1

Recent News & Activity

Recent developments and announcements

The Dalio family awarded a $2.5 million grant to support a New Haven job-training program

Dalio Education awards $2.5M grant for New Haven job training

The Mubadala ACCESS Center received a $1 million grant for research from Dalio Philanthropies

Dalio Education awards $2.5M grant for New Haven job training

The foundation continues to expand its support for Connecticut youth initiatives

Dalios Double Down on Connecticut\u2019s Youth | Dalio Philanthropies

Contact Information

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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