Dalio Family Fund Inc

“Barbara dalio, matthew dalio and mark dalio have a family relationship. Janine racanelli, lisa safian and gretchen wagner have a business relationship.”

“Under delaware law, corporations must have members. As provided by the organization's bylaws, the directors and members are the same people.”

“Under delaware law, corporations must have members. As provided by the organization's bylaws, the directors and members are the same people.”

“Janine racanelli (president & director), gretchen wagner (secretary), and lisa safian (treasurer), along with designated tax advisors, will review and approve the form 990 tax return before it is filed. Other directors will review the form prior to filing.”

“1. Covered persons are officers, directors and key staff of dalio family fund. 2. Conflict of interest disclosures are made via an annual disclosure statement that directors are required to review and sign. 3. Upon a covered person's disclosure of an interest in a transaction, the board, in consultation with counsel if necessary, will determine whether a conflict of interest exists. 4. If it is determined that a conflict exists or that there is an appearance of a conflict, the transaction may be approved only upon a vote of the disinterested members of the grants committee, which has been delegated this authority by the board of directors. If all members of the grants committee are potentially conflicted, then the transaction may be approved only upon a vote of a majority of the disinterested directors, or, if there are no disinterested directors, by a unanimous vote of the directors. The covered person may be present for the discussion in order to respond to questions and elaborate on the information presented. Upon request of the disinterested decision-makers, the covered person will be required to excuse himself or herself from the vote on the transaction. In any event, the covered person will abstain from voting on the transaction except insofar as the policy requires a unanimous vote.”

“Dalio family fund, inc did not compensate its top management official, officers, or key employees during 2024.”

“Documents are available upon request.”

“The dalio family fund has four volunteer board members and a volunteer president, treasurer, and secretary.”

“Designed to help catalyze positive change around the world, including in the areas of education, environmental protection, oceanic exploration and awareness, healthcare, child welfare, economic empowerment, and the arts.”

“Investment & grant management services: program service expenses 6,082,254. Management and general expenses 2,027,418. Fundraising expenses 0. Total expenses 8,109,672. Grantee strategic advisory support: program service expenses 2,085,669. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,085,669. Philanthropic program management: program service expenses 675,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 675,000. Dalio education public awareness campaign: program service expenses 447,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 447,500. Communication and digital outreach: program service expenses 565,082. Management and general expenses 0. Fundraising expenses 0. Total expenses 565,082. Oceanexploration strategic advisory support: program service expenses 196,970. Management and general expenses 0. Fundraising expenses 0. Total expenses 196,970. Winter coat drive: program service expenses 35,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 35,000.”