Charity Search / DALIO FOUNDATION INC
Philanthropy & Grantmaking (T22) 990 on File

DALIO FOUNDATION INC

EIN: 43-1965846 · WESTPORT, CT 06880-0000 · United States · FY 2024 Data
3 out of 5 49 / 100 Based on 2+ years of filings
Financial strength (30%) 83/100
Reliability (20%) 55/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2024 · Scored 9/13/2026
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Financial Overview — FY 2024
$80.0M
Total Revenue
$68.2M
Total Expenses
$1665.1M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 86.8%
Fundraising Efficiency N/A
Operating Reserve 292.95x
Liability-to-Asset 0.0%
Revenue Diversification 109.6%
Executive Compensation $0
Compared with Peers
FY 2024
Compared with 923 similar organizations (United States, Philanthropy & Grantmaking, $10M–$100M in expenses), FY 2024.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
86.8% 91.7%
P10P90
Below median
Operating reserve
Months of expenses covered by net assets · higher is better
293.0 mo 70.2 mo
P10P90
Top quarter
Liabilities to assets
Total liabilities / total assets · lower is better
0.0% 2.5%
P10P90
Top quarter
Revenue concentration
Share of revenue from the largest source · lower is better
109.6% 88.2%
P10P90
Bottom quarter
Revenue growth
Year over year revenue growth
-870.3% 17.6%
P10P90
Expense growth
Year over year expense growth
132.7% 10.6%
P10P90
Surplus margin
Surplus as a share of revenue
14.8% 6.3%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2024 $80.0M $68.2M $1665.1M 86.8% —
2023 $-10,389,717 $29.3M $1541.7M 58.8% —
2022 $131.3M $19.1M $1512.3M 64.5% —
2021 $687.6M $16.9M $1483.5M 74.8% —
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Organization Details
EIN
43-1965846
State
CT
City
WESTPORT
ZIP
06880-0000
Classification
T22
Category
Philanthropy & Grantmaking
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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