Southland Charitable Trust

Foundation · Grantmaker Raleigh, NC EIN: 56-6268422

EducationReligionHuman servicesYouth development

Southland Charitable Trust is a private foundation focused on Education, based in Raleigh, NC. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $840K in total assets. In 2023, it awarded 3 grants totaling $18K. Net investment income was $17K.

Key facts about Southland Charitable Trust

EIN: 56-6268422
Latest 990 filing: Form 990-PF, 2023
Annual giving (2023): $17,500
Grants made (2023): 3
Average grant: $5,833
Median grant: $5,000
Total assets: $840,099
Primary geography: North Carolina (100% of itemized 2023 grant dollars)

Data from IRS Form 990-PF, 2023; updated September 2026.

Who Southland Charitable Trust funds

By grant dollars, the top recipient states for Southland Charitable Trust's 3 itemized 2023 grants were North Carolina (100%). The most frequent recipient cities were Raleigh, NC (2 grants). None of its 3 grants with a stated purpose were described as general or operating support.

How Southland Charitable Trust gives

Giving fell 76% from 2020 to 2023. Method
In 2023 it paid out 41% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

Next steps with Southland Charitable Trust

How to evaluate Southland Charitable Trust as a funder
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Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$840K

-0.0% YoY

Annual Giving

$18K

+16.7% YoY

Grant Count

+50.0% YoY

Avg Grant Size

$6K

-22.2% YoY

Under IRS private-foundation payout rules, Southland Charitable Trust reported a distributable amount of $43K for 2023 — the minimum it must pay out in qualifying distributions.

About Southland Charitable Trust

Based on IRS filings

Focus Areas

EducationReligionHuman servicesYouth development

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $18K (100%)

Share of all 3 itemized 2023 grant dollars.

States

Florida North Carolina Virginia

Cities

RaleighCaryGainesvilleLynchburgMorrisvilleTrenton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	$840,099	$840,118	$825,402
Revenue	$28,137	$44,940	$38,668
Expenses	$28,156	$30,224	$10,736
Qualifying Distributions	$17,500	$15,000	—
Net Investment Income	$17,481	$30,871	$29,210
Distributable Amount	$42,948	$44,092	$37,971

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2023

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2023

Grant Size Distribution

11 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest recipients include Chinquapin Chapel Baptist Church ($10,000), Healing Transitions ($5,000), Raleigh Fine Arts ($2,500).

Recipient	Purpose	Amount
CHINQUAPIN CHAPEL BAPTIST CHURCH Trenton, NC	MISSION SUPPORT	$10,000
HEALING TRANSITIONS Raleigh, NC	COMMUNITY HEALTH	$5,000
RALEIGH FINE ARTS Raleigh, NC	MISSION SUPPORT	$2,500

Leadership & Key People

Officers and directors from IRS filings

Southland Charitable Trust is led by Clark Smith, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2023 filing

Clark Smith

Trustee

On filings since 2020

$3K (2020) → $0 (2023)

Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2022 IRS filing

Subject Areas

Focus areas based on grantmaking activity

EducationReligionHuman servicesYouth development

Frequently Asked Questions

What is Southland Charitable Trust?

Southland Charitable Trust is a private foundation focused on Education, based in Raleigh, NC. It holds $840K in total assets as of 2023.

How large is Southland Charitable Trust?

As of 2023, Southland Charitable Trust holds $840K in total assets with $28K in annual revenue. It awarded 3 grants totaling $18K in 2023.

Where does Southland Charitable Trust operate?

Southland Charitable Trust has awarded grants in Florida, North Carolina, Virginia.

What size grants does Southland Charitable Trust award?

In 2023, Southland Charitable Trust awarded 3 grants totaling $18K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Southland Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Southland Charitable Trust reported a distributable amount of $43K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.