Southland Charitable Trust
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.
Southland Charitable Trust at a glance
In short: Southland Charitable Trust gave $18K across 3 grants in 2023 (avg $6K), mostly in North Carolina. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $17,500
- +16.7% vs 2022
- Grants made (2023)
- 3
- +50.0% vs 2022
- Average grant
- $5,833
- -22.2% vs 2022
- Median grant
- $5,000
- Total assets
- $840,099
- -0.0% vs 2022
- Primary geography
- North Carolina (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Southland Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2023
The largest 2023 recipient was Chinquapin Chapel Baptist Church ($10K). Together the top 3 received $18K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 3 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $15K (2022) to $74K (2020). In 2023 it made 3 grants totaling $18K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | $840,099 | $28,137 | $28,156 | $17,500 | 3 | $17,500 | $17,481 | $42,948 |
| 2022 | $840,118 | $44,940 | $30,224 | $15,000 | 2 | $15,000 | $30,871 | $44,092 |
| 2021 | $825,402 | $38,668 | $10,736 | — | — | — | $29,210 | $37,971 |
| 2020 | $772,470 | $7,571 | $89,689 | $74,355 | 6 | — | $16,825 | $34,455 |
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.
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
The highest reported compensation on the 2022 filing was $3K, to Clark Smith (Trustee).
Frequently asked questions about Southland Charitable Trust
How much does Southland Charitable Trust give each year?
Southland Charitable Trust gave $18K across 3 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $15K across 2 grants.
What is Southland Charitable Trust's typical grant size?
Southland Charitable Trust's median grant in 2023 was $5,000, and its average grant was $5,833, across 3 grants on its 2023 IRS Form 990-PF.
Where does Southland Charitable Trust give grants?
Southland Charitable Trust gives mostly in North Carolina: 100% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Raleigh, NC (2 grants).
Does Southland Charitable Trust give general operating support?
Not in 2023: none of the 3 grants with a stated purpose on Southland Charitable Trust's 2023 IRS Form 990-PF were described as general or operating support.
How large is Southland Charitable Trust?
Southland Charitable Trust reported $840K in total assets on its 2023 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
What is Southland Charitable Trust's EIN?
Southland Charitable Trust's EIN (Employer Identification Number) is 56-6268422. IRS Form 990 filing data is available on this page for 2020–2023.
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
- IRS filings on file for fiscal years 2020–2023
Live grants for the work Southland Charitable Trust funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Southland Charitable Trust's focus areas in our free grants database
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