Southern Highlands Reserve Inc

LAKE TOXAWAY, NC EIN: 20-0212113

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$6.0M

+38.1% YoY

Annual Giving

Grant Count

0

Avg Grant Size

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$752K$2M$2M$3M20202021202220232024
Metric202420232022
Total Assets$6,035,156$4,370,572$4,045,338
Revenue$2,732,734$1,332,543$674,338
Expenses$1,039,113$1,015,085$749,590
Qualifying Distributions$2,720,446$1,139,551$1,193,778
Net Investment Income$6,573$8,889
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$5K$7K1 grants20200 grants20210 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Southern Highlands Reserve Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

KELLY M HOLDBROOKSEXECUTIVE DIRECTOR$120K

From 2024 filing

NameTitleHoursCompensation
ELIZABETH G BALENTINESECRETARY5
ELIZABETH B GURLEYDIRECTOR1
EMILY B BARBOURDIRECTOR1
ROBERT M BALENTINE IIIDIRECTOR1
ROBERT M BALENTINEPRESIDENT/TREASURER10
KELLY M HOLDBROOKSEXECUTIVE DIRECTOR40$119,849

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Athens

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

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