Nonprofit · EIN 47-2494096
HAROLD T SOUTHERN FAMILY FOUNDATION
Tax-exempt · WINSTON SALEM, NC 27104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $418,117 | $476,838 | -$58,721 | $7,453,107 | $0 | $7,453,107 |
| December 31, 2024 | 990-PF | $122,253 | $437,552 | -$315,299 | $7,492,187 | $0 | $7,492,187 |
| December 31, 2023 | 990-PF | $113,051 | $455,667 | -$342,616 | $7,793,944 | $0 | $7,793,944 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $210,416
- Net gain from sales of assets
- $207,701
Expenses
- Grants and similar amounts paid
- $425,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $425,000
- Excise tax on investment income
- $5,091
Balance sheet and other
- Total assets, start of year
- $7,492,187
- Total assets, end of year
- $7,453,107
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,453,107
- Fair market value of assets
- $9,367,572
- Qualifying distributions
- $425,000
- Net investment income
- $418,117
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH L SOUTHERN 45 PEARSON DRIVE, ASHEVILLE, NC 28801 | PRESIDENT | 1 | $0 |
| ELIZABETH H PAPPAS 45 PEARSON DRIVE, ASHEVILLE, NC 28801 | SECRETARY | 1 | $0 |
| HAROLD T SOUTHERN JR 75 MAGNOLIA AVE, ASHEVILLE, NC 28801 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH L SOUTHERN 45 PEARSON DRIVE, ASHEVILLE, NC 28801 | PRESIDENT | 1 | $0 |
| ELIZABETH H PAPPAS 45 PEARSON DRIVE, ASHEVILLE, NC 28801 | SECRETARY | 1 | $0 |
| HAROLD T SOUTHERN JR 75 MAGNOLIA AVE, ASHEVILLE, NC 28801 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH L SOUTHERN 45 PEARSON DRIVE, ASHEVILLE, NC 28801 | PRESIDENT | 1 | $0 |
| ELIZABETH H PAPPAS 45 PEARSON DRIVE, ASHEVILLE, NC 28801 | SECRETARY | 1 | $0 |
| HAROLD T SOUTHERN JR 75 MAGNOLIA AVE, ASHEVILLE, NC 28801 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4400 SILAS CREEK PKWY STE 200, WINSTON SALEM, NC 27104-3823
- In care of
- % DEBORAH L SOUTHERN
- Signed the 990-PF
- DEBORAH L SOUTHERN, PRESIDENT
- Phone
- (864) 270-2704
- Return prepared by
- SILLS AND ASSOCIATES PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-2494096
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,453,107
- Income (IRS master file)
- $1,496,376
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $418,117 | $476,838 | $7,453,107 | IRS |
| 990-PF | December 2024 | $122,253 | $437,552 | $7,492,187 | IRS |
| 990-PF | December 2023 | $113,051 | $455,667 | $7,793,944 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-2494096).
Questions about HAROLD T SOUTHERN FAMILY FOUNDATION
- What is the EIN of HAROLD T SOUTHERN FAMILY FOUNDATION?
- The employer identification number (EIN) of HAROLD T SOUTHERN FAMILY FOUNDATION is 47-2494096.
- Is HAROLD T SOUTHERN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to HAROLD T SOUTHERN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAROLD T SOUTHERN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAROLD T SOUTHERN FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAROLD T SOUTHERN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HAROLD T SOUTHERN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HAROLD T SOUTHERN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $418,117, expenses of $476,838 and total assets of $7,453,107 at year end.
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