Civic Intelligence

Southland Charitable Trust

990PF • Fiscal year 2019 • EIN 56-6268422

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 17, 2020

Organization Profile
1800 Chester RoadRaleigh, NC 27608

(919) 971-3662

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

5th percentile

-134%

Higher net margin than 5% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$3,045

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

22nd percentile

-4.9%

Faster asset growth than 22% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2016 to 2019

Revenue Growth

81st percentile

34%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2016 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$854,588

Down $137,576 (-14%) from 2016

Net Assets

$854,588

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin5th percentile

Revenue

Up

$69,079

Up $40,460 (+141%) from 2016

Expenses

Up

$161,921

Up $86,482 (+115%) from 2016

Net Income

Down

-$92,842

Down $46,022 (-98%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,112,280Liabilities 2011: $02011Assets 2012: $1,057,896Liabilities 2012: $02012Assets 2013: $1,021,444Liabilities 2013: $02013Assets 2014: $998,918Liabilities 2014: $02014Assets 2015: $1,044,044Liabilities 2015: $5,0602015Assets 2016: $992,164Liabilities 2016: $02016Assets 2019: $854,588Liabilities 2019: $0Net Assets 2019: $854,5882019Assets 2020: $772,470Liabilities 2020: $0Net Assets 2020: $772,4702020Assets 2021: $825,402Liabilities 2021: $0Net Assets 2021: $825,4022021Assets 2022: $840,118Liabilities 2022: $0Net Assets 2022: $840,1182022Assets 2023: $840,099Liabilities 2023: $0Net Assets 2023: $840,0992023

Highlighted filing

2019

Assets$854,588
Liabilities$0
Net Assets$854,588
Open 2019 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $105,550Expenses 2011: $35,377Net Income 2011: $70,1732011Revenue 2012: $37,584Expenses 2012: $91,968Net Income 2012: -$54,3842012Revenue 2013: $25,815Expenses 2013: $62,267Net Income 2013: -$36,4522013Revenue 2014: $37,370Expenses 2014: $59,896Net Income 2014: -$22,5262014Revenue 2015: $109,592Expenses 2015: $69,526Net Income 2015: $40,0662015Revenue 2016: $28,619Expenses 2016: $75,439Net Income 2016: -$46,8202016Revenue 2019: $69,079Expenses 2019: $161,921Net Income 2019: -$92,8422019Revenue 2020: $7,571Expenses 2020: $89,689Net Income 2020: -$82,1182020Revenue 2021: $38,668Expenses 2021: $10,736Net Income 2021: $27,9322021Revenue 2022: $44,940Expenses 2022: $30,224Net Income 2022: $14,7162022Revenue 2023: $28,137Expenses 2023: $28,156Net Income 2023: -$192023

Highlighted filing

2019

Revenue$69,079
Expenses$161,921
Net Income-$92,842
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 17, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLARK SMITHTrustee-$3,045-$3,045
Filing and Contact Details

Filer

Filer Name
Southland Charitable Trust
EIN
56-6268422
Phone
9199713662
Address
1800 CHESTER ROAD, RALEIGH, NC 27608

Signing Officer

Name
Clark Smith
Title
Trustee
Phone
9199713662
Signed
2020-01-17

Preparer

Firm
Maddison & Caison Llp
Address
1111 OBERLIN RD, RALEIGH, NC 27605-1136
Preparer
William M Messenger
Phone
9198215482
Raw XML Appendix313 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt145000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0719806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MARKETABLE SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CIVATECH ONCOLOGY INVESTMENT
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt069079
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03300
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt069079
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0670
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1172250
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VARIOUS OTHER PROCEEDS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0854588
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0947430
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0854588
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt041850
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt041850
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt041850
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt042995
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01145
IRS990PF/DistributableAmountGrp/TotalTaxAmt01145
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0340
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IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0245000
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0947430
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt046671
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027984
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0800009
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013095
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt045000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt042995
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0859898
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0872993
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CLARK SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01800 CHESTER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RALEIGH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027608
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0132900
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0132900
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0132900
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RALEIGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027608
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09199713662
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt436000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9COMMUNITY HEALTH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WAKE ED PARTNERSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHRIST EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BAPTISTS ON MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MYERS & BRIGGS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5NC COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6EXTENDED GRACE NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CENTER FOR APPLICATIONS OF
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9HEALING TRANSITIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0PSYCHOLOGICAL TYPE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 10614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13101 INDUSTRIAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2120 E EDENTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3205 CONVENTION DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42815 NW 13TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53737 GLENWOOD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62054 KILDAIRE FARM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72815 NW 13TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8907 GLENWOOD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91251 GOODE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1SUITE 401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2SUITE 460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt3SUITE 271
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt4SUITE 401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327512
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd527612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd627518
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd732609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd827605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd927603
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0129600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt041850
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017018
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0108068
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt091050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0132900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt091050
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0108068
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017018
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07037
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07037
TaxesSchedule/TaxesDetail/Amt02762
TaxesSchedule/TaxesDetail/Amt116177
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02762
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CLARK SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09199713662
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHLAND CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0566268422
ReturnHeader/Filer/PhoneNum09199713662
ReturnHeader/Filer/USAddress/AddressLine1Txt01800 CHESTER ROAD
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027608
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561053187
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MADDISON & CAISON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 OBERLIN RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0276051136
ReturnHeader/PreparerPersonGrp/PhoneNum09198215482
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM M MESSENGER
ReturnHeader/ReturnTs02020-01-27T16:02:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$854,588
Liabilities
$0
Net assets
$854,588
Revenue
$69,079
Expenses
$161,921
Net income
-$92,842
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.03$0.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.04$0.01$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.01$0.09$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.07$0.16$0.09
2016Summary only. Only limited summary data is available for this year.$0.99$0.00$0.03$0.08$0.05
2015Summary only. Only limited summary data is available for this year.$1.04$0.01$0.11$0.07$0.04
2014Summary only. Only limited summary data is available for this year.$1.00$0.00$0.04$0.06$0.02
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$0.03$0.06$0.04
2012Summary only. Only limited summary data is available for this year.$1.06$0.00$0.04$0.09$0.05
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$0.11$0.04$0.07