Civic Intelligence

Dalio Foundation Inc.

990T • Fiscal year 2023 • EIN 43-1965846

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
1 Glendinning PlaceWestport, CT 06880

(203) 291-5000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0B$1.5B$1.0B$500M$0Assets 2011: $322,846,770Liabilities 2011: $1922011Assets 2012: $590,509,728Liabilities 2012: $1772012Assets 2013: $842,052,652Liabilities 2013: $3,8642013Assets 2014: $805,088,324Liabilities 2014: $40,9672014Assets 2015: $745,734,626Liabilities 2015: $96,5842015Assets 2019: $742,528,149Liabilities 2019: $21,5192019Assets 2020: $804,361,145Liabilities 2020: $10,537Net Assets 2020: $804,350,6082020Assets 2021: $1,484,061,978Liabilities 2021: $537,992Net Assets 2021: $1,483,523,9862021Assets 2022: $1,512,314,519Liabilities 2022: $13,887Net Assets 2022: $1,512,300,6322022Assets 2023: $1,541,767,086Liabilities 2023: $68,2932023Assets 2024: $1,665,091,766Liabilities 2024: $23,320Net Assets 2024: $1,665,068,4462024

Latest loaded filing

2024

Assets$1,665,091,766
Liabilities$23,320
Net Assets$1,665,068,446
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800M$600M$400M$200M$0-$200MRevenue 2011: $110,582,543Expenses 2011: $44,741,017Net Income 2011: $65,841,5262011Revenue 2012: $270,176,986Expenses 2012: $30,725,270Net Income 2012: $239,451,7162012Revenue 2013: $398,007,435Expenses 2013: $111,002,546Net Income 2013: $287,004,8892013Revenue 2014: $65,762,512Expenses 2014: $123,063,123Net Income 2014: -$57,300,6112014Revenue 2015: $60,401,044Expenses 2015: $73,533,563Net Income 2015: -$13,132,5192015Revenue 2019: $12,016,833Expenses 2019: $62,127,393Net Income 2019: -$50,110,5602019Revenue 2020: $122,254,499Expenses 2020: $38,321,919Net Income 2020: $83,932,5802020Revenue 2021: $687,569,757Expenses 2021: $16,899,426Net Income 2021: $670,670,3312021Revenue 2022: $131,303,915Expenses 2022: $19,149,780Net Income 2022: $112,154,1352022Revenue 2023: -$10,389,717Expenses 2023: $29,307,967Net Income 2023: -$39,697,6842023Revenue 2024: $80,032,761Expenses 2024: $68,206,727Net Income 2024: $11,826,0342024

Latest loaded filing

2024

Revenue$80,032,761
Expenses$68,206,727
Net Income$11,826,034
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Dalio Foundation Inc
EIN
43-1965846
Phone
2032915000
Address
1 GLENDINNING PLACE, WESTPORT, CT 06880

Signing Officer

Name
Janine Racanelli
Title
Executive Director
Phone
2032915000
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH STREET SUITE 1400, BELLEVUE, WA 98004
Preparer
Jennifer Becker Harris
Phone
4254544919
Raw XML Appendix93 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt02
IRS1120ScheduleD/Form4797GainOrLossAmt02
IRS1120ScheduleD/NetCapitalGainAmt02
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt02
IRS990T/AddressChangeInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt0434435
IRS990T/BooksInCareOfDetail/PersonNm0LISA SAFIAN
IRS990T/BooksInCareOfDetail/PhoneNum02032915000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01 GLENDINNING PLACE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WESTPORT
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd006880
IRS990T/BookValueAssetsEOYAmt01541767086
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd01
IRS990T/ForeignCountryCd0HK
IRS990T/ForeignCountryCd1DA
IRS990T/ForeignCountryCd2SW
IRS990T/ForeignCountryCd3UK
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0612071
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/CapitalGainNetIncomeAmt02
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-65321
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-65319
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-65319
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT ACTIVITIES
IRS990TScheduleA/UBIBeforeNOLDedAmt0-65319
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-65319
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANINE RACANELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02032915000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALIO FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DALI
ReturnHeader/Filer/EIN0431965846
ReturnHeader/Filer/PhoneNum02032915000
ReturnHeader/Filer/USAddress/AddressLine1Txt01 GLENDINNING PLACE
ReturnHeader/Filer/USAddress/CityNm0WESTPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006880
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911194016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK NUBER PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010900 NE 4TH STREET SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04254544919
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER BECKER HARRIS
ReturnHeader/ReturnTs02024-11-15T14:40:30-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,665$0.02$1,665$80.0$68.2$11.8
2023Summary only. Only limited summary data is available for this year.$1,542$0.07$10.4$29.3$39.7
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$1,512$0.01$1,512$131$19.1$112
2021Detailed filing. Detailed filing data is available for this year.$1,484$0.54$1,484$688$16.9$671
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$804$0.01$804$122$38.3$83.9
2019Summary only. Only limited summary data is available for this year.$743$0.02$12.0$62.1$50.1
2015Summary only. Only limited summary data is available for this year.$746$0.10$60.4$73.5$13.1
2014Summary only. Only limited summary data is available for this year.$805$0.04$65.8$123$57.3
2013Summary only. Only limited summary data is available for this year.$842$0.00$398$111$287
2012Summary only. Only limited summary data is available for this year.$591$0.00$270$30.7$239
2011Summary only. Only limited summary data is available for this year.$323$0.00$111$44.7$65.8