Nonprofit · EIN 56-6061267
DALTON-BRAND FOUNDATION INC
Tax-exempt · CHARLOTTE, NC 28284
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $196,459 | $346,360 | -$149,901 | $1,821,992 | $0 | $1,821,992 |
| July 31, 2024 | 990-PF | $156,964 | $445,688 | -$288,724 | $1,971,893 | $0 | $1,971,893 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $61,024
- Net gain from sales of assets
- $135,435
Expenses
- Grants and similar amounts paid
- $326,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $326,000
- Excise tax on investment income
- $2,488
Balance sheet and other
- Total assets, start of year
- $1,971,893
- Total assets, end of year
- $1,821,992
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,821,992
- Fair market value of assets
- $2,270,036
- Qualifying distributions
- $326,000
- Net investment income
- $196,459
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH D BRAND 112 S TRYON ST SUITE 805, CHARLOTTE, NC 28284 | PRES/TREAS | 10 | $0 |
| R ALFRED BRAND III 112 S TRYON ST SUITE 805, CHARLOTTE, NC 28284 | VICE-PRES | 10 | $0 |
990-PF for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH D BRAND 112 S TRYON ST SUITE 805, CHARLOTTE, NC 28284 | PRES/TREAS | 10 | $0 |
| R ALFRED BRAND III 112 S TRYON ST SUITE 805, CHARLOTTE, NC 28284 | VICE-PRES | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 112 S TRYON ST STE 805, CHARLOTTE, NC 28284-1106
- Signed the 990-PF
- ELIZABETH D BRAND, PRESIDENT
- Phone
- (704) 332-5380
- Website
- WWW.GUIDESTAR.ORG
- Return prepared by
- SMITH & SALISBURY PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 56-6061267
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1956
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,821,992
- Income (IRS master file)
- $1,287,188
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $196,459 | $346,360 | $1,821,992 | XML |
| 990-PF | July 2024 | $156,964 | $445,688 | $1,971,893 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-6061267).
Questions about DALTON-BRAND FOUNDATION INC
- What is the EIN of DALTON-BRAND FOUNDATION INC?
- The employer identification number (EIN) of DALTON-BRAND FOUNDATION INC is 56-6061267.
- Is DALTON-BRAND FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
- Are donations to DALTON-BRAND FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DALTON-BRAND FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DALTON-BRAND FOUNDATION INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DALTON-BRAND FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of DALTON-BRAND FOUNDATION INC?
- The 990-PF for the year ended July 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does DALTON-BRAND FOUNDATION INC have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $196,459, expenses of $346,360 and total assets of $1,821,992 at year end.
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