Dalton Foundation Inc

Private foundation · Grantmaker Naples, FL EIN: 22-3146570

Dalton Foundation Inc is a private foundation, based in Naples, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 3 grants totaling $90K. Net investment income was $64K.

Dalton Foundation Inc at a glance

In short: Dalton Foundation Inc gave $90K across 3 grants in 2024 (avg $30K), mostly in New York. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$90,000
+200.0% vs 2023
Grants made (2024)
3
+50.0% vs 2023
Average grant
$30,000
+100.0% vs 2023
Median grant
$20,000
Total assets
$1,735,803
-2.4% vs 2023
Primary geography
New York (56% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Dalton Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Manhattan Institute: $50KManhattan Institute$50KAmerican Heart Association: $20KAmerican Heart Association$20KCleveland Clinic: $20KCleveland Clinic$20K

The largest 2024 recipient was Manhattan Institute ($50K). Together the top 3 received $90K.

Grant Size Distribution

14 grants across all recorded years

12<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 14 (86%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 3 itemized grants.

Cities

ClevelandEsteroNaplesNew York

How Dalton Foundation Inc gives

  • Giving grew 350% from 2021 to 2024. Method
  • In 2024 it paid out 116% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K5 grants2020 2 grants2021 2 grants2022 2 grants2023 3 grants2024

From 2020 to 2024, annual grant giving ranged from $20K (2021) to $130K (2020). In 2024 it made 3 grants totaling $90K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Manhattan Institute New York, NYGeneral support$50,000
American Heart Association Estero, FLGeneral support$20,000
Cleveland Clinic Cleveland, OHGeneral Support$20,000
Your AI grants department

Ready to take the next step with Dalton Foundation Inc?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$1,735,803$64,077$106,658$90,0003$105,970$64,077$91,212
2023$1,778,384$57,047$31,780$30,0002$30,000$57,047$87,354
2022$1,753,117$32,588$34,048$20,0002$20,000$27,463$91,680
2021$1,754,577$335,629$27,087$20,0002$20,000$335,629$81,932
2020$1,446,035$5,501$131,696$130,0005—$29,228$68,696

Under IRS private-foundation payout rules, Dalton Foundation Inc reported a distributable amount of $91K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Dalton Foundation Inc is led by Timothy G. Dalton Jr., President & Trustee on every filing since 2020; none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Timothy G. Dalton Jr.

    President & Trustee

    On filings since 2020

    No compensation reported

  • Alison Dalton Mason

    Trustee

    On filings since 2020

    No compensation reported

  • Andrew M. Dalton

    Trustee

    On filings since 2020

    No compensation reported

  • Julie M. Dalton

    CFO, Treasurer & Trustee

    Secretary, Treasurer & Trustee → CFO, Treasurer & Trustee, 2021

    On filings since 2020

    No compensation reported

  • Timothy G. Dalton III

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 Foundation Inc

How much does Dalton Foundation Inc give each year?

Dalton Foundation Inc gave $90K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $30K across 2 grants.

What is Dalton Foundation Inc's typical grant size?

Dalton Foundation Inc's median grant in 2024 was $20,000, and its average grant was $30,000, across 3 grants on its 2024 IRS Form 990-PF.

Where does Dalton Foundation Inc give grants?

Dalton Foundation Inc gives mostly in New York: 56% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Florida (22%) and Ohio (22%).

Does Dalton Foundation Inc give general operating support?

Yes: 100% of Dalton Foundation Inc's 2024 grants with a stated purpose (3 of 3) were for general or operating support, per its 2024 IRS Form 990-PF.

How large is Dalton Foundation Inc?

Dalton Foundation Inc reported $1.7M in total assets on its 2024 IRS Form 990-PF. It paid out $106K in qualifying distributions that year, against a required minimum of $91K (roughly 5% of its investment assets).

What is Dalton Foundation Inc's EIN?

Dalton Foundation Inc's EIN (Employer Identification Number) is 22-3146570. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Explore Open Grants

Browse active grant opportunities in Dalton Foundation Inc's focus areas in our free grants database

Similar Funders

Funders with grantees in common

Enterprise Holdings Foundation

Saint Louis, MO

The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.

Assets

$594.3M

Grants

1

Total Given

$101.4M

Mondelez International Foundation

Chicago, IL

The Mondelēz International Foundation funds programs that promote healthy, active lifestyles for children and families, as well as disaster relief and employee programs, with community investments spanning 18 countries. Its 2024 grants ranged from $50,000 to $1,456,000, with a median of $251,000. It does not accept unsolicited funding requests and gives only to preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$4.5M

Grants

5

Total Given

$1.6M

Robert L Germain Jr 2023 Charitable Tr

Pittsburgh, PA

Assets

$289K

Grants

5

Total Given

$170K

Carmax Foundation

Richmond, VA

The CarMax Foundation supports health and wellness, education and workforce success, and resilient communities, including playgrounds, volunteer-led projects, and services for underserved people. Its 2026 grants ranged from $9,140 to $3,396,861, with a median of $285,350; it funds organizations in the Greater Richmond area, CarMax markets such as Atlanta, and nationally aligned nonprofits. Applications are accepted online only, but the profile does not state whether unsolicited requests are accepted.

Philanthropy, Voluntarism & Grantmaking

Assets

$6.3M

Grants

6

Total Given

$4.8M

Reese Family Charitable Foundation

Bonita Springs, FL

The Reese Family Charitable Foundation supports local and regional charitable organizations in areas including health, veterans’ services, conservation, employment and job training, and local history. Its 2025 grants ranged from $1,000 to $4,000, with a median of $2,500, and went to organizations in multiple states. It accepts written applications, according to its 2023 filing; no deadline was listed.

Assets

—

Grants

14

Total Given

$37K

Kaye Family Foundation Inc

Naples, FL

Philanthropy, Voluntarism & Grantmaking

Assets

$491K

Grants

18

Total Given

$38K

More similar funders

More Funders in Florida

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Dalton 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.

Dalton Foundation Inc down — hundreds of funders to go?

Want AI to do this for you?