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North Carolina · Private foundation

The Harold T Southern Family Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$425k
Granted FY2025(still arriving)
8
Grants FY2025
8
Organizations funded FY2024
38%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$15,000
Largest grant, FY2025
$250,000
Organizations funded a year
1 to 8
FY2018 to FY2024
States reached, FY2025
3
Total assets, FY2025
$7.5M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 38% of the organizations The Harold T Southern Family Foundation funded were first-time grantees, receiving 8% of its grant dollars.

New vs renewed · share of each year

In FY2024, 92% of grant dollars renewed an existing relationship; $30k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

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

’18’19’20’21’22’23’24
EnvironmentEducationOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving8$425k25%
FY20248$390k38%
FY20237$410k0%
FY20227$430k71%
FY20213$100k67%
FY20201$40k0%
FY20193$23k67%
FY20181$20k100%
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$1.1MRecreation & Sports$605kEnvironment$122k

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 12 grantees
All grantees of The Harold T Southern Family Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Furman University$820,00080%
Wake Forest University$250,00010%
Southern Tennis Patrons Foundation$140,00055%
North Carolina Tennis Foundation Inc$80,00047%
Winston Salem Tennis Incorporated$70,000429%
Forsyth Country Day School Inc$50,00010%
The North Carolina Arboretum Society$40,00040%
Conserving Carolina$20,00020%
RiverLink Inc$20,00021%
Asheville GreenWorks$15,00012%
Southern Appalachian Highlands Conservancy$15,00010%
MountainTrue$5,00010%

What it could do for these grantees

Plus 5 recipients with no EIN on record ($329k), not named here.

Where it is load-bearing

The Harold T Southern Family Foundation supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 12 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetFurman University: $820,000 over 8y, 0.1% of budgetWake Forest University: $250,000 over 1y, 0.0% of budgetSouthern Tennis Patrons Foundation: $140,000 over 5y, 4.5% of budgetNorth Carolina Tennis Foundation Inc: $80,000 over 4y, 7.4% of budgetWinston Salem Tennis Incorporated: $70,000 over 4y, 29% of budgetForsyth Country Day School Inc: $50,000 over 1y, 0.2% of budgetThe North Carolina Arboretum Society: $40,000 over 4y, 0.2% of budgetConserving Carolina: $20,000 over 2y, 0.1% of budgetRiverLink Inc: $20,000 over 2y, 0.6% of budgetAsheville GreenWorks: $15,000 over 1y, 2.0% of budgetSouthern Appalachian Highlands Conservancy: $15,000 over 1y, 0.1% of budgetMountainTrue: $5,000 over 1y, 0.1% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 12.

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.

The Community Foundation of Western North Carolina IncNC17.5× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation of Western North Carolina Inc · The Frances & William H Beattie Fdn · Bailey Family Foundation Inc · Duke Energy Foundation · Fernandez Pave the Way Foundation · Paulsen Family Foundation · Richard Eckerd Foundation Inc · Community Foundation of Henderson County Inc · Patagoniaorg · Foundation for the Carolinas · The Bank of America Charitable Foundation Inc · Raymond James Charitable Endowment Fund

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.

Compare The Harold T Southern Family Foundation with peer funders

About The Harold T Southern Family Foundation

How much does The Harold T Southern Family Foundation give?
The Harold T Southern Family Foundation reported 8 grants totaling $425,000 in its FY2025 IRS filing. It funded between 1 and 8 organizations a year over FY2018 to FY2024.
What does The Harold T Southern Family Foundation fund?
By grant dollars over FY2017 to FY2025, its largest causes are Education (61%), Recreation & Sports (33%), Environment (7%).
Who are The Harold T Southern Family Foundation's largest grantees?
By total granted over FY2017 to FY2025: Furman University ($820k), Wake Forest University ($250k), Southern Tennis Patrons Foundation ($140k).
Does The Harold T Southern Family Foundation fund new organizations?
In FY2024, 38% of the organizations it funded were first-time grantees.
Does The Harold T Southern Family Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Harold T Southern Family Foundation?
Its strongest co-funders, measured against what their size predicts, include The Community Foundation of Western North Carolina Inc, The Frances & William H Beattie Fdn, Bailey Family Foundation Inc.
Where is The Harold T Southern Family Foundation based?
The Harold T Southern Family Foundation is based in NC.

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 17 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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