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D F Halton Foundation Inc at a glance

· Private foundation

D F Halton Foundation Inc

Its FY2024 filing reports that it accepted unsolicited grant applications.

$400k
Granted FY2024still arriving
1
Grants FY2024still arriving
1
States reached
$400k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Education$1.8MInternational$1.6MArts & Culture$552kRecreation & Sports$304kFood & Nutrition$103kPublic Safety & Disaster$50kPhilanthropy$33kReligion$21kOther$0
02FY2024 · 1 grant

Where the money goes

Grants by size, and the largest recipients.

$400,000
Median grant
1
States reached
$6.5M
Total assets
Largest grants
RecipientAmount
ASPIRE TRADE HIGH SCHOOL$400,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–22, $4k) land where the poverty rate runs at 12%, against an area that typically sits at 7%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%RIGHT MOVES FOR YOUTH: $2k → 12%RIGHT MOVES FOR YOUTH: $1k → 12%RIGHT MOVES FOR YOUTH: $1k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

WI
OR
IN
PA
CO
VA
AR
TN
NC
DC
GA
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

90%of every dollar goes to organizations it has funded before.
$4.1M · 36 repeat orgs$426k to everyone else

Grantees it renews have grown median revenue +47% since the first grant, against +14% for those funded once.

36 repeat relationships: 0 still active in FY2024, 36 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

36
19

Total granted

$4.1M
$26k

Median revenue growth · since first grant

+47%
+14%

Still filing today

39%
26%

New vs renewed · share of each year

In FY2024, 0% of grant dollars renewed an existing relationship; $400k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24
EducationArts & CultureHealthEnvironmentHuman ServicesFood & NutritionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CB
    CHARLOTTE BALLET
    3× · 2020–2022 · $260k · revenue +168%
  • VB
    VETERANS BRIDGE HOME INC
    3× · 2020–2022 · $16k · revenue +227%
  • RM
    Right Moves for Youth Inc
    3× · 2020–2022 · $4k · revenue +54%

Funded once

  • T
    TreesCharlotte
    one grant, 2020 · $10k · revenue +14%
  • CT
    CHARLOTTE THEATRE SOCIETY
    one grant, 2021 · $5k
  • IG
    Individual grant recipient
    one grant, 2022 · $3k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Sustain Charlotte Inc

Sustain Charlotte's mission is to create a more equitable, connected, and healthy community by inspiring responsible growth and transportation choices.

Community Improvement
2
Charlotte Regional Realtor Association Inc

The charlotte regional realtor (r) association (crra) is a trade association serving members in mecklenburg, iredell and haywood counties. at december 31, 2024, crra had 14,020 members.

—
3
The Charlotte Center for the Humanities Inc

The mission of The Charlotte Center is to help our community flourish. We accomplish our mission by bringing people together to explore community life together through the lens of the humanities and civic imagination.

Human Services
4
Research Triangle Regional Partnership

The research triangle regional partnership is an association of area economic development agencies dedicated to keeping the research triangle region economically strong by collectively marketing the region's competitive advantages and…

—
5
Carolina Common Enterprise

The specific objectives and purposes of this corporation shall be to assist individuals and communities, particularly those in low-income and socially disadvantaged areas, in the creation, expansion, and improvement of rural and…

Community Improvement
6
The Carolina Trust
Philanthropy
7
Carolina Meadows Foundation Inc

To solicit and receive gifts, grants, bequests and contributions for the support of carolina meadows, inc. in order to enhance or extend its mission, programs, services, and facilities.

Human Services
8
For Charlotte Inc

To unite the Church to transform the city through the power of the Gospel.

Religion
9
North Carolina Chamber

The organization is a proactive, nonpartisan business advocacy organization. the organization works in the legislative, regulatory and political arenas to proactively drive positive change to ensure that north carolina is a leading place…

—
10
Charlotte Regional Business Alliance

Collaborate to promote and advance the charlotte region, creating opportunity, economic growth and prosperity for all.

—
11
Carolina Charter Academy

Operation of a public charter school.

Education
12
Humane Society of Charlotte Inc

Humane Society of Charlotte mission is to champion the wellbeing of companion animals and strengthen their bond with the people who know, love, and need them.

Animals
How this is measured
The grantee most central to the portfolio’s shape is Foundation for the Carolinas; the most unlike its peers is Smithsonian Institution. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

23 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 23 of the 57 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
21/23
Grantees still filing
17/23
Grew since first funded

Where the money sits, by cause and then by grantee

INTERNATIONAL MIDWIFE ASSISTANCE: $1,600,000 · OtherINTERNATIONAL MIDWIFE ASSISTANCECHARLOTTE MEDICAL EDUCATION EXPANSION COMMISSION: $1,200,000 · OtherCHARLOTTE MEDICAL EDUCATION EXPANSION COMMISSIONCHARLOTTE 49ERS ATHLETIC FOUNDATION: $303,582 · OtherCHARLOTTE 49ERS ATHLETIC FOUNDATIONWTVI PBS CHARLOTTE: $186,050 · Other+38 more: $454,850 · Other+38 moreAspire Trade High School: $400,000 · EducationAspire Trad…Queens University of Charlotte: $53,000 · EducationQueens Univ…+4 more: $3,300 · EducationCHARLOTTE BALLET: $260,000 · Arts & Culture+3 more: $2,900 · Arts & CultureFOUNDATION FOR THE CAROLINAS: $33,333 · PhilanthropyTreesCharlotte: $10,000 · EnvironmentRight Moves for Youth Inc: $4,000 · Human ServicesGOOD FRIENDS INC: $3,000 · HealthAMERICAN INSTITUTE FOR CANCER RESEARCH: $500 · Health
Other$3,744,482Education$456,300Arts & Culture$262,900Philanthropy$33,333Environment$10,000Human Services$4,000Health$3,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCHARLOTTE BALLET: $260,000 over 3y, 1.6% of budgetQueens University of Charlotte: $53,000 over 3y, 0.0% of budgetFOUNDATION FOR THE CAROLINAS: $33,333 over 1y, 0.0% of budgetVETERANS BRIDGE HOME INC: $16,000 over 3y, 0.4% of budgetTreesCharlotte: $10,000 over 1y, 0.8% of budgetRight Moves for Youth Inc: $4,000 over 3y, 0.3% of budgetGOOD FRIENDS INC: $3,000 over 2y, 0.2% of budgetROTARY CLUB OF CHARLOTTE NORTH CAR: $3,000 over 1y, 0.9% of budgetCHARLOTTE MECKLENBURG LIBRARY FOUNDATION: $2,500 over 3y, 0.0% of budgetHabitat For Humanity Of The Charlotte Region: $2,000 over 2y, 0.0% of budgetUNIVERSITY RADIO FOUNDATION INC: $1,300 over 1y, 0.0% of budgetTRAIL OF HISTORY INC: $1,000 over 1y, 0.7% of budgetSMITHSONIAN INSTITUTION: $600 over 3y, 0.0% of budgetSecond Harvest Food Bank of Metrolina Inc: $600 over 3y, 0.0% of budgetAMERICAN INSTITUTE FOR CANCER RESEARCH: $500 over 3y, 0.0% of budgetWomen Executives for Community Service: $400 over 2y, 0.2% of budgetCommunity Culinary School of Charlotte Inc: $350 over 3y, 0.0% of budgetGALAPAGOS CONSERVANCY INC: $300 over 2y, 0.0% of budgetFriendship Trays Inc: $300 over 3y, 0.0% of budgetDavidson College: $300 over 2y, 0.0% of budgetCAROLINA THREAD TRAIL: $125 over 1y, 0.0% of budgetCOMMUNITIES IN SCHOOLS: $100 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Aspire Trade High School ↗
  • Who funds CHARLOTTE BALLET ↗
  • Who funds Queens University of Charlotte ↗
  • Who funds FOUNDATION FOR THE CAROLINAS ↗
  • Who funds VETERANS BRIDGE HOME INC ↗
  • Who funds TreesCharlotte ↗
  • Who funds Right Moves for Youth Inc ↗
  • Who funds GOOD FRIENDS INC ↗
  • Who funds ROTARY CLUB OF CHARLOTTE NORTH CAR ↗
  • Who funds CHARLOTTE MECKLENBURG LIBRARY FOUNDATION ↗
  • Who funds Habitat For Humanity Of The Charlotte Region ↗
  • Who funds UNIVERSITY RADIO FOUNDATION INC ↗
  • Who funds TRAIL OF HISTORY INC ↗
  • Who funds SMITHSONIAN INSTITUTION ↗
  • Who funds Second Harvest Food Bank of Metrolina Inc ↗
  • Who funds AMERICAN INSTITUTE FOR CANCER RESEARCH ↗
  • Who funds Women Executives for Community Service ↗
  • Who funds Community Culinary School of Charlotte Inc ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Foundation for the Ca…Duke Energy FoundationAlbemarle FoundationThe Marc & Mattye Sil…The James Family Foun…The Presbyterian Hosp…Dowd Foundation IncUnited Way of Greater…The Winston-Salem Fou…The Eleanor H Barnhar…The Leon Levine Found…The Cannon Foundation…
Foundation for the CarolinasNC29.4× affinity13 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Foundation for the Carolinas · Duke Energy Foundation · Albemarle Foundation · The Marc & Mattye Silverman Family Foundation · The James Family Foundation Inc · The Presbyterian Hospital · Dowd Foundation Inc · United Way of Greater Charlotte Inc · The Winston-Salem Foundation · The Eleanor H Barnhardt Charitable Trust · The Leon Levine Foundation · The Cannon Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization D F Halton Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from D F Halton Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    10report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–40%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 57 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on D F Halton’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home