The Harold T Southern Family Foundation
The Harold T Southern Family Foundation is a private foundation, based in Winston-Salem, NC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $7.5M in total assets. In 2025, it awarded 8 grants totaling $425K. Net investment income was $366K.
The Harold T Southern Family Foundation at a glance
In short: The Harold T Southern Family Foundation gave $425K across 8 grants in 2025 (avg $53K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $425,000
- +9.0% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $53,125
- +9.0% vs 2024
- Median grant
- $12,500
- Total assets
- $7,453,107
- -0.5% vs 2024
- Primary geography
- North Carolina (74% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to The Harold T Southern Family Foundation
Open Grants
1 open opportunity from The Harold T Southern Family Foundation
Who The Harold T Southern Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Wake Forest University ($250K). Together the top 8 received $425K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 27 grants of 35 (77%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How The Harold T Southern Family Foundation gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 98% 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 2019 to 2025, annual grant giving ranged from $23K (2019) to $430K (2022). In 2025 it made 8 grants totaling $425K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wake Forest University Winston-Salem, NC | Wake Forest Tennis Project | $250,000 |
| Southern Tennis Foundation Peachtree Corners, GA | Tennis Mission | $100,000 |
| North Carolina Tennis Foundation Greensboro, NC | Youth Endowment | $20,000 |
| Southern Appalachian Highlands Asheville, NC | Conservation solutions for climate change for the mountains of North Carolina and Tennessee. | $15,000 |
| Furman University Greenville, SC | Academic & Athletics Support | $10,000 |
| North Carolina Arboretum Society Asheville, NC | Trails and Youth Education | $10,000 |
| Riverlink Inc Asheville, NC | Promotes the environmental and economic vitality of the french broad river | $10,000 |
| Winston Salem Tennis Incorporated Winston-Salem, NC | "Young Folks Tennis" | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $7,453,107 | $418,117 | $476,838 | $425,000 | 8 | $425,000 | $366,279 | $434,764 |
| 2024 | $7,492,187 | $122,253 | $437,552 | $390,000 | 8 | $390,000 | $194,836 | $423,360 |
| 2023 | $7,793,944 | $113,051 | $455,667 | $410,000 | 8 | $410,000 | $211,503 | $390,544 |
| 2022 | $8,125,768 | $259,398 | $479,382 | $430,000 | 7 | $430,000 | $169,057 | $410,103 |
| 2021 | $8,344,361 | $671,703 | $218,478 | $100,000 | 4 | $100,000 | $434,735 | $431,686 |
| 2020 | $7,891,918 | $7,491,752 | $57,858 | $40,000 | 1 | — | $2,580,890 | $113,542 |
| 2019 | $460,906 | $14,687 | $27,425 | $23,000 | 3 | — | $11,862 | $24,669 |
Under IRS private-foundation payout rules, The Harold T Southern Family Foundation reported a distributable amount of $435K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Harold T Southern Family Foundation is led by Deborah L. Southern, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Deborah L. Southern
President
On filings since 2019
1 hr/week
No compensation reported
Elizabeth H. Pappas
Secretary
On filings since 2019
1 hr/week
No compensation reported
Harold T. Southern Jr.
Vice President
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 The Harold T Southern Family Foundation
How much does The Harold T Southern Family Foundation give each year?
The Harold T Southern Family Foundation gave $425K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $390K across 8 grants.
What is The Harold T Southern Family Foundation's typical grant size?
The Harold T Southern Family Foundation's median grant in 2025 was $12,500, and its average grant was $53,125, across 8 grants on its 2025 IRS Form 990-PF.
Where does The Harold T Southern Family Foundation give grants?
The Harold T Southern Family Foundation gives mostly in North Carolina: 74% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Georgia (24%). The most frequent recipient cities were Asheville, NC (3 grants) and Winston-Salem, NC (2 grants).
Does The Harold T Southern Family Foundation give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on The Harold T Southern Family Foundation's 2025 IRS Form 990-PF were described as general or operating support.
Who are The Harold T Southern Family Foundation's largest grantees?
The Harold T Southern Family Foundation's largest 2025 grantees include Wake Forest University ($250,000), Southern Tennis Foundation ($100,000) and North Carolina Tennis Foundation ($20,000), according to its 2025 IRS Form 990-PF. Together they received 87% of its itemized 2025 grant dollars.
How large is The Harold T Southern Family Foundation?
The Harold T Southern Family Foundation reported $7.5M in total assets on its 2025 IRS Form 990-PF. It paid out $425K in qualifying distributions that year, against a required minimum of $435K (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 The Harold T Southern Family Foundation's EIN?
The Harold T Southern Family Foundation's EIN (Employer Identification Number) is 47-2494096. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 1, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2019–2024
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