2025-12-03T09:55:27-06:00 2025-07-31 562175356 SMITH & SALISBURY PLLC PO BOX 850 STANLEY NC 28164 990PF 2024-08-01 566061267 DALTON-BRAND FOUNDATION INC DALT 7043325380 112 S TRYON ST 805 CHARLOTTE NC 28284 ELIZABETH D BRAND PRESIDENT 7043325380 2025-12-03 1 0 CHRISTOPHER M SALISBURY CPAPFS P00094321 7049711900 2025-12-03 2024 2025-03-06 01:10:19Z X 2270036 X X 61024 61024 135435 1226164 135435 196459 196459 0 0 0 6969 6969 0 10499 10499 0 2892 0 0 20360 17468 0 326000 326000 346360 17468 326000 -149901 178991 7733 6872 6872 30696 45562 45562 683569 325339 341931 1249895 1444219 1875671 1971893 1821992 2270036 0 0 X 1971893 1821992 1971893 1821992 1971893 1821992 1971893 -149901 0 1821992 0 1821992 PUBLICLY TRADED SECURITIES P 2025-01-01 2025-07-31 430007 435525 -5518 -5518 PUBLICLY TRADED SECURITIES P 2024-01-01 2025-07-31 795512 655204 140308 140308 CAPITAL GAINS DIVIDENDS P 645 645 645 135435 2488 0 2488 0 2488 1960 0 0 0 1960 0 528 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 WWW.GUIDESTAR.ORG ELIZABETH D BRAND 7043325380 112 SOUTH TRYON ST CHARLOTTE NC 28284 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH D BRAND 112 S TRYON ST SUITE 805 CHARLOTTE NC 28284 PRES/TREAS 10.00 0 0 0 R ALFRED BRAND III 112 S TRYON ST SUITE 805 CHARLOTTE NC 28284 VICE-PRES 10.00 0 0 0 NONE 0 NONE 0 0 0 0 2270034 2270034 0 0 2270034 34051 2235983 111799 111799 2488 2488 109311 0 109311 0 109311 326000 0 326000 109311 0 0 137722 404745 499306 386916 306699 1735388 326000 0 0 0 109311 216689 0 0 1952077 0 0 0 0 0 0 137722 1814355 404745 499306 386916 306699 216689 DALTON-BRAND FOUNDATION INC 112 SOUTH TRYON ST CHARLOTTE NC 28284 7043325380 N/A NONE NONE NONE ATRIUM HEALTH FOUNDATION 208 EAST BLVD CHARLOTTE NC 28203 NONE COMMUNITY/CHARITABLE 50000 CENTER FOR CHRISTIANITY & SCHOLARSHIP PO BOX 90974 DURHAM NC 277080974 NONE EDUCATION 15000 CHARLOTTE NEUROSCIENCE FOUNDATION 300 BILLINGSLEY RD STE 108 CHARLOTTE NC 28211 NONE SCIENTIFIC/EDUCATIONAL 4000 CHARLOTTE RESCUE MISSION PO BOX 33000 CHARLOTTE NC 28233 NONE COMMUNITY/CHARITABLE 10000 CHARLOTTE SYMPHONY 301 SOUTH TRYON STREET SUITE 1700 CHARLOTTE NC 28282 NONE COMMUNITY/CULTURAL 10000 CRISIS ASSISTANCE MINISTRIES 500-A SPRATT STREET CHARLOTTE NC 28206 NONE COMMUNITY/CHARITABLE 15000 CROSSNORE COMMUNITIES FOR CHILDREN PO BOX 249 CROSSNORE NC 28616 NONE COMMUNITY/CHARITABLE 10000 FAITH HOPE AND LOVE MENTORING 1800 SOUTH BLVD CHARLOTTE NC 28203 NONE COMMUNITY/CHARITABLE 1000 FIDELITY CHARITABLE 100 CROSBY PARKWAY COVINGTON KY 410159325 NONE COMMUNITY/CHARITABLE 30000 KNOX MARTIN FOUNDATION FOR BRAIN CANCER RESEARCH 700 LINDSAY BAKER CT GAINSVILLE GA 30506 NONE SCIENTIFIC/EDUCATIONAL 5000 LEIGHTON FORD MINISTRIES 4029 DOVES ROOST CT CHARLOTTE NC 28211 NONE RELIGIOUS 10000 LINVILLE FOUNDATION POBOX 99 LINVILLE NC 28646 NONE SCHOLARSHIP FUND 10000 MINT MUSEUM OF ART 2730 RANDOLPH RD CHARLOTTE NC 28207 NONE MUSEUM SUPPORT 10000 MYERS PARK PRESBYTERIAN CHURCH 2501 OXFORD PLACE CHARLOTTE NC 28207 NONE RELIGIOUS 40000 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 NONE COMMUNITY/CHARITABLE 15000 NC BLUMENTHAL PERFORMING ARTS CENTER 130 N TRYON ST CHARLOTTE NC 28202 NONE COMMUNITY/CULTURAL 10000 PIEDMONT CLUB FOUNDATION 361 E MAIN ST SPARTANBURG SC 29302 NONE COMMUNITY/CHARITABLE 4000 QUEENS TABLE FUND AT FFTC 299-201 N TRYON ST CHARLOTTE NC 28202 NONE COMMUNITY/CHARITABLE 1000 ROOF ABOVE 1210 N TRYON ST CHARLOTTE NC 28206 NONE COMMUNITY/CHARITABLE 10000 SECOND HARVEST FOOD BANK OF METROLINA 500 SPRATT ST B CHARLOTTE NC 28206 NONE COMMUNITY/CHARITABLE 12000 SOUTHMINISTER COMMUNITY FUND 8919 PARK ROAD CHARLOTTE NC 28210 NONE COMMUNITY/CHARITABLE 3000 THE GOOD FELLOWS CLUB 700 PARKEWOOD AVENUE CHARLOTTE NC 28205 NONE COMMUNITY/CHARITABLE 2000 THE LYNNWOOD FOUNDATION 400 HERMITAGE ROAD CHARLOTTE NC 28207 NONE COMMUNITY/CULTURAL 1000 UNC LINEBERGER COMPREHENSIVE CANCER CTR PO BOX 6100 CHAPEL HILL NC 27599 NONE SCIENTIFIC/EDUCATIONAL 8000 US CHARITABLE GIFT TRUST 1100 N MARKET ST 2 WILMINGTON DE 19890 NONE COMMUNITY/CHARITABLE 15000 QUAIL HOLLOW EMPLOYEE BETTERMENT FUND 3700 GLENEAGLES RD CHARLOTTE NC 28210 NONE COMMUNITY/CHARITABLE 5000 WEE KIRK PRESBYTERIAN CHURCH 128 BEECH STREET LINVILLE NC 28646 NONE COMMUNITY/CHARITABLE 20000 326000 0 14 61024 14 135435 0 196459 0 196459 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6969 6969 0 BONDS 1444219 1875671 STOCK PORTFOLIO 325339 341931 BROKER FEES 10499 10499 0 FEDERAL INCOME TAXES 2892 0 0