Nonprofit · EIN 43-1965846
DALIO FOUNDATION INC
Tax-exempt · WESTPORT, CT 06880
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $80,032,761 | $68,206,727 | $11,826,034 | $1,665,091,766 | $23,320 | $1,665,068,446 |
| December 31, 2023 | 990-PF | -$10,389,717 | $29,307,967 | -$39,697,684 | $1,541,767,086 | $68,293 | $1,541,698,793 |
| December 31, 2021 | 990-PF (amended) | $687,569,757 | $16,899,426 | $670,670,331 | $1,484,061,978 | $537,992 | $1,483,523,986 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $71,650,000
- Dividends
- $11,169,772
- Net gain from sales of assets
- $45,510,992
- Other income
- -$48,298,003
Expenses
- Grants and similar amounts paid
- $50,888,478
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $59,229,224
- Excise tax on investment income
- $1,219,413
Balance sheet and other
- Total assets, start of year
- $1,541,767,086
- Total assets, end of year
- $1,665,091,766
- Total liabilities, end of year
- $23,320
- Net assets, end of year
- $1,665,068,446
- Fair market value of assets
- $1,665,091,766
- Qualifying distributions
- $59,229,224
- Net investment income
- $98,418,198
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA DALIO C/O DFO ONE GLENDINNING PLACE SUITE, 100, WESTPORT, CT 06880 | DIRECTOR | 1 | $0 |
| JANINE RACANELLI C/O DFO ONE GLENDINNING PLACE SUITE, 100, WESTPORT, CT 06880 | EXEC. DIRECTOR, TREASURER & SECRETARY | 1 | $0 |
| LISA SAFIAN C/O DFO ONE GLENDINNING PLACE SUITE, 100, WESTPORT, CT 06880 | ASSISTANT TREASURER | 1 | $0 |
| MARK DALIO C/O DFO ONE GLENDINNING PLACE SUITE, 100, WESTPORT, CT 06880 | DIRECTOR | 1 | $0 |
| MATTHEW A DALIO C/O DFO ONE GLENDINNING PLACE SUITE, 100, WESTPORT, CT 06880 | DIRECTOR | 1 | $0 |
| RAYMOND T DALIO C/O DFO ONE GLENDINNING PLACE SUITE, 100, WESTPORT, CT 06880 | PRESIDENT & DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA DALIO 1 GLENDINNING PLACE, WESTPORT, CT 06880 | DIRECTOR | 1 | $0 |
| JANINE RACANELLI 1 GLENDINNING PLACE, WESTPORT, CT 06880 | EXEC. DIRECTOR, TREASURER & SECRETARY | 1.5 | $0 |
| LISA SAFIAN 1 GLENDINNING PLACE, WESTPORT, CT 06880 | ASSISTANT TREASURER | 1 | $0 |
| MARK DALIO 1 GLENDINNING PLACE, WESTPORT, CT 06880 | DIRECTOR | 1 | $0 |
| MATTHEW A DALIO 1 GLENDINNING PLACE, WESTPORT, CT 06880 | DIRECTOR | 1 | $0 |
| RAYMOND T DALIO 1 GLENDINNING PLACE, WESTPORT, CT 06880 | PRESIDENT & DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2021: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAYMOND T DALIO ONE GLENDINNING PLACE, WESTPORT, CT 06880 | PRESIDENT & DIRECTOR | 2 | $0 |
| MATTHEW A DALIO ONE GLENDINNING PLACE, WESTPORT, CT 06880 | DIRECTOR | 1 | $0 |
| BARBARA DALIO ONE GLENDINNING PLACE, WESTPORT, CT 06880 | DIRECTOR | 20 | $0 |
| JANINE RACANELLI ONE GLENDINNING PLACE, WESTPORT, CT 06880 | EXEC. DIRECTOR, TREASURER & SECRETARY | 1.5 | $0 |
| LISA SAFIAN ONE GLENDINNING PLACE, WESTPORT, CT 06880 | ASSISTANT TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO DFO ONE GLENDINNING PLACE, WESTPORT, CT 06880-0000
- Signed the 990-PF
- JANINE RACANELLI, EXECUTIVE DIRECTOR
- Phone
- (203) 291-5000
- Website
- WWW.DALIOPHILANTHROPIES.ORG
- Return prepared by
- CLARK NUBER PS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 43-1965846
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,665,091,766
- Income (IRS master file)
- $1,027,358,833
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $80,032,761 | $68,206,727 | $1,665,091,766 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | -$10,389,717 | $29,307,967 | $1,541,767,086 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $687,569,757 | $16,899,426 | $1,484,061,978 | XML |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-1965846).
Questions about DALIO FOUNDATION INC
- What is the EIN of DALIO FOUNDATION INC?
- The employer identification number (EIN) of DALIO FOUNDATION INC is 43-1965846.
- Is DALIO FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to DALIO FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DALIO FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DALIO FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DALIO FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of DALIO FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does DALIO FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $80,032,761, expenses of $68,206,727 and total assets of $1,665,091,766 at year end.
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