Dalton-brand Foundation Inc

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.

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

The foundation provides general operating support and project support to eligible organizations.

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 $2.0M (81%)

Kentucky $244K (10%)

Pennsylvania $122K (5%)

Delaware $60K (2%)

Georgia $44K (2%)

South Carolina $12K (0%)

Washington $5K (0%)

New York $1K (0%)

States

Delaware Georgia Kentucky North Carolina New York Pennsylvania South Carolina Washington

Cities

Chapel HillCharlestonCharlotteClintonCovingtonCrossnoreDecaturDurhamElonFederal WayGainsvilleJenkintownLinvilleMidlandNorth CharlestonSpartanburgWilmington

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

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 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
CENTER FOR CHRISTIANITY & SCHOLARSHIP DURHAM, NC	EDUCATION	$15,000
CHARLOTTE NEUROSCIENCE FOUNDATION CHARLOTTE, NC	SCIENTIFIC/EDUCATIONAL	$4,000
CHARLOTTE RESCUE MISSION CHARLOTTE, NC	COMMUNITY/CHARITABLE	$10,000
CHARLOTTE SYMPHONY CHARLOTTE, NC	COMMUNITY/CULTURAL	$10,000
CRISIS ASSISTANCE MINISTRIES CHARLOTTE, NC	COMMUNITY/CHARITABLE	$15,000
CROSSNORE COMMUNITIES FOR CHILDREN CROSSNORE, NC	COMMUNITY/CHARITABLE	$10,000
FAITH HOPE AND LOVE MENTORING CHARLOTTE, NC	COMMUNITY/CHARITABLE	$1,000
FIDELITY CHARITABLE COVINGTON, KY	COMMUNITY/CHARITABLE	$30,000
KNOX MARTIN FOUNDATION FOR BRAIN CANCER RESEARCH GAINSVILLE, GA	SCIENTIFIC/EDUCATIONAL	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 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?

**Grant Activity:** • Total annual giving: $326,000 (most recent filing) • Grant range: $1,000 to $140,000 • Number of grants: 27 (2024 data) • Median grant size: $10,000 **Types of Support:** The foundation provides general operating support and project support to eligible organizations. **Application Process:** The foundation accepts applications from prospective grantees.

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.