Dalton-Brand Foundation Inc
Dalton-Brand Foundation Inc is a private foundation based in Charlotte, North Carolina. Its 2025 filing reports grants to organizations working in health, charitable services, religion, education, and culture, with most grant dollars going to recipients in North Carolina.
Dalton-Brand Foundation Inc at a glance
In short: Dalton-Brand Foundation Inc gave $326K across 27 grants in 2025 (avg $12K), mostly in North Carolina. 11% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $326,000
- -23.5% vs 2024
- Grants made (2025)
- 27
- -3.6% vs 2024
- Average grant
- $12,074
- -20.6% vs 2024
- Median grant
- $10,000
- Total assets
- $1,821,992
- -7.6% vs 2024
- New grantees (estimate)
- 11% first-time grantees (3 of 27, 2025)
- Primary geography
- North Carolina (79% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Dalton-Brand Foundation Inc
- How to Apply
-
The 2024 filing lists the foundation as the contact and states that no form or materials are required.
- Review Cycle
- None listed on the 2024 filing.
- Deadline
- None listed on the 2024 filing.
- Contact
Application contact: Dalton-Brand Foundation Inc
Mailing address: 112 South Tryon St, Charlotte, NC 28284
Phone: (704) 332-5380
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Dalton-Brand Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Atrium Health Foundation ($50K). Together the top 10 received $222K.
Grant Size Distribution
150 grants across all recorded years
The most common grant size was under $50K: 141 grants of 150 (94%).
Geographic Focus
Where this funder awards grants
In 2025, 79% of grant dollars went to recipients in North Carolina. Other recipient-state shares were Kentucky, 9%; Pennsylvania, 5%; Delaware, 5%; and Georgia, 2%.
Grant Distribution by State
Share of 2025 grant dollars across all 27 itemized grants.
Cities
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 grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $326K (2025) to $648K (2022). In 2025 it made 27 grants totaling $326K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,821,992 | $196,459 | $346,360 | $326,000 | 27 | $326,000 | $178,991 | $109,311 |
| 2024 | $1,971,893 | $156,964 | $445,688 | $426,050 | 28 | $426,050 | $139,017 | $119,351 |
| 2023 | $2,260,617 | $20,712 | $533,303 | $515,000 | 27 | $515,000 | $47,102 | $128,084 |
| 2022 | $2,773,208 | $193,550 | $687,551 | $647,750 | 29 | $647,750 | $164,651 | $148,444 |
| 2021 | $3,267,209 | $492,612 | $626,286 | $594,125 | 39 | — | $460,451 | $189,380 |
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 October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for a hospital foundation, churches, education organizations, food assistance, homelessness services, and cultural organizations. The grantees describe their own work in varied terms: Second Harvest Food Bank of Metrolina says it distributes food through partner agencies and educates the community about hunger; Roof Above says it provides homelessness and housing services in the Charlotte metro region; and Crossnore Communities for Children says it works to support the well-being of children and families.
Grantmaking
In filing year 2025, the foundation reported 27 grants totaling $326,000. Grant amounts ranged from $1,000 to $50,000, with a median of $10,000. Among the largest grants were $50,000 to Atrium Health Foundation, $40,000 to Myers Park Presbyterian Church, $30,000 to Fidelity Charitable, and $20,000 to Wee Kirk Presbyterian Church. Other grants included $15,000 each to the Center for Christianity & Scholarship, Crisis Assistance Ministries, National Philanthropic Trust, and US Charitable Gift Trust.
The foundation’s 2024 filing states that it does not restrict giving to preselected organizations. It lists the foundation as the contact, with no required form or materials and no award restrictions.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Elizabeth D Brand as president and treasurer and R Alfred Brand III as vice president.
Dalton-Brand Foundation Inc is led by Elizabeth D. Brand, President & Treasurer on every filing since 2021; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Elizabeth D. Brand
President & Treasurer
On filings since 2021
10 hrs/week
No compensation reported
R. Alfred Brand III
Vice President
On filings since 2021
10 hrs/week
No compensation reported
Former officers (1)
- Former: Deeda Coffey (2021–2022) — Secretry & Director
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Dalton-Brand Foundation Inc
How much does Dalton-Brand Foundation Inc give each year?
Dalton-Brand Foundation Inc gave $326K across 27 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $426K across 28 grants.
What is Dalton-Brand Foundation Inc's typical grant size?
Dalton-Brand Foundation Inc's median grant in 2025 was $10,000, and its average grant was $12,074, across 27 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Dalton-Brand Foundation Inc that year got $9K on average.
Where does Dalton-Brand Foundation Inc give grants?
Dalton-Brand Foundation Inc gives mostly in North Carolina: 79% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Kentucky (9%). The most frequent recipient cities were Charlotte, NC (17 grants) and Linville, NC (2 grants).
Does Dalton-Brand Foundation Inc give general operating support?
Not in 2025: none of the 27 grants with a stated purpose on Dalton-Brand Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community/Charitable" (16 grants), "Scientific/Educational" (3 grants) and "Community/Cultural" (3 grants).
Who are Dalton-Brand Foundation Inc's largest grantees?
Dalton-Brand Foundation Inc's largest 2025 grantees include Atrium Health Foundation ($50,000), Myers Park Presbyterian Church ($40,000) and Fidelity Charitable ($30,000), according to its 2025 IRS Form 990-PF. Together they received 37% of its itemized 2025 grant dollars.
How large is Dalton-Brand Foundation Inc?
Dalton-Brand Foundation Inc reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $326K in qualifying distributions that year, against a required minimum of $109K (roughly 5% of its investment assets).
What does Dalton-Brand Foundation Inc fund?
No mission statement for the foundation is provided. Its 2025 grants include support for a hospital foundation, churches, education organizations, food assistance, homelessness services, and cultural organizations. See mission & focus areas ↑
How do I apply for a grant from Dalton-Brand Foundation Inc?
The 2024 filing lists the foundation as the contact and states that no form or materials are required. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Dalton-Brand Foundation Inc's EIN?
Dalton-Brand Foundation Inc's EIN (Employer Identification Number) is 56-6061267. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Dalton-Brand Foundation Inc funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/dalton-brand-foundation-inc-morg_7499b0ec6ffe418487ee50f71b878c56
BibTeX
@misc{grantable_566061267_2026,
author = {{Grantable}},
title = {{Dalton-Brand Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/dalton-brand-foundation-inc-morg_7499b0ec6ffe418487ee50f71b878c56},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Dalton-Brand Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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