Dalton-Brand Foundation Inc

Foundation · Grantmaker Charlotte, NC EIN: 56-6061267

Dalton-Brand Foundation Inc is a private foundation based in Charlotte, North Carolina. The foundation operates as an independent grantmaking organization focused on supporting nonprofit initiatives across multiple sectors.

Key facts about Dalton-Brand Foundation Inc

EIN: 56-6061267
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $326,000
Grants made (2025): 27
Average grant: $12,074
Median grant: $10,000
New grantees (estimate): 11% first-time grantees (3 of 27, 2025)
Total assets: $1,821,992
Primary geography: North Carolina (79% of itemized 2025 grant dollars)
How to apply: The foundation accepts applications from prospective grantees. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Dalton-Brand Foundation Inc funds

By grant dollars, the top recipient states for Dalton-Brand Foundation Inc's 27 itemized 2025 grants were North Carolina (79%) and Kentucky (9%). The most frequent recipient cities were Charlotte, NC (17 grants) and Linville, NC (2 grants). None of its 27 grants with a stated purpose were described as general or operating support. Recurring purposes include "Community/Charitable" (16 grants), "Scientific/Educational" (3 grants) and "Community/Cultural" (3 grants).

Is Dalton-Brand Foundation Inc open to new grantees?

11%

first-time grantees, 2025

In 2025, 3 of 27 grantees (11%) were first-time recipients. First grants averaged $9K; repeat grants $12K. How we count

Medians: $5K first-time, $10K repeat.

89% of 2025 grantees were also funded in 2024. Method
Giving fell 50% from 2022 to 2025. Method
In 2025 it paid out 298% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Dalton-Brand Foundation Inc

How to evaluate Dalton-Brand Foundation Inc as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.8M

-7.6% YoY

Annual Giving

$326K

-23.5% YoY

Grant Count

-3.6% YoY

Avg Grant Size

$12K

-20.6% YoY

Under IRS private-foundation payout rules, Dalton-Brand Foundation Inc reported a distributable amount of $109K for 2025 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

The foundation provides support to nonprofit organizations with primary areas of interest including:

Education (including higher education)
Arts and culture (including performing arts centers)
Social services
Health
Community development
Children and youth
Presbyterian church support

Grantmaking

Grant Range

$1,000 to $140,000

How to Apply

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

Mecklenburg County, North Carolina
North Carolina
South Carolina
Pennsylvania

Grant Distribution by State

North Carolina $257K (79%)

Kentucky $30K (9%)

Pennsylvania $15K (5%)

Delaware $15K (5%)

Georgia $5K (2%)

All other $4K (1%)

Share of all 27 itemized 2025 grant dollars.

States

Delaware Georgia Kentucky North Carolina New York Pennsylvania South Carolina Washington

Cities

CharlotteLinvilleChapel HillCovingtonCrossnoreDurhamJenkintownDecaturWilmingtonGainsvilleSpartanburgCharlestonClintonElonFederal WayMidlandNorth Charleston

Financial History

Multi-year comparison from IRS filings

Total assets: $1,821,992
Total annual giving: $326,000
Giving rate: Approximately 21.4% of assets

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,821,992	$1,971,893	$2,260,617
Revenue	$196,459	$156,964	$20,712
Expenses	$346,360	$445,688	$533,303
Qualifying Distributions	$326,000	$426,050	$515,000
Net Investment Income	$178,991	$139,017	$47,102
Distributable Amount	$109,311	$119,351	$128,084

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2021–2025

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Grant Size Distribution

150 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Atrium Health Foundation ($50,000), Myers Park Presbyterian Church ($40,000), Fidelity Charitable ($30,000).

Recipient	Purpose	Amount
ATRIUM HEALTH FOUNDATION Charlotte, NC	COMMUNITY/CHARITABLE	$50,000
MYERS PARK PRESBYTERIAN CHURCH Charlotte, NC	RELIGIOUS	$40,000
FIDELITY CHARITABLE Covington, KY	COMMUNITY/CHARITABLE	$30,000
WEE KIRK PRESBYTERIAN CHURCH Linville, NC	COMMUNITY/CHARITABLE	$20,000
CENTER FOR CHRISTIANITY & SCHOLARSHIP Durham, NC	EDUCATION	$15,000
CRISIS ASSISTANCE MINISTRIES Charlotte, NC	COMMUNITY/CHARITABLE	$15,000
NATIONAL PHILANTHROPIC TRUST Jenkintown, PA	COMMUNITY/CHARITABLE	$15,000
US CHARITABLE GIFT TRUST Wilmington, DE	COMMUNITY/CHARITABLE	$15,000
SECOND HARVEST FOOD BANK OF METROLINA Charlotte, NC	COMMUNITY/CHARITABLE	$12,000
CHARLOTTE RESCUE MISSION Charlotte, NC	COMMUNITY/CHARITABLE	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2025 IRS filing

Name	Title	Hours	Compensation
Elizabeth D Brand	Pres/Treas	10	—
R Alfred Brand III	Vice-Pres	10	—

Frequently Asked Questions

What does Dalton-Brand Foundation Inc fund?

The foundation provides support to nonprofit organizations with primary areas of interest including: • Education (including higher education) • Arts and culture (including performing arts centers) • Social services • Health • Community development • Children and youth • Presbyterian church support

How do I apply for a grant from Dalton-Brand Foundation Inc?

The foundation accepts applications from prospective grantees. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

Where does Dalton-Brand Foundation Inc make grants?

The foundation primarily funds organizations in: • Mecklenburg County, North Carolina • North Carolina • South Carolina • Pennsylvania

What size grants does Dalton-Brand Foundation Inc award?

In 2025, Dalton-Brand Foundation Inc awarded 27 grants totaling $326K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Dalton-Brand Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Dalton-Brand Foundation Inc reported a distributable amount of $109K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.