Public Record · organisation

Southern Highlands Reserve Inc

EnvironmentLake Toxaway, NCEIN 20-0212113

Funded again7 of its 18 funders came back

Funders on the record1832 grants · 2017–2025

Came back7funders gave in two or more years

Received, as funders filed it$3.0mby tax year

Revenue, its own returnnot on file

Who funds it

Each funder's own tax return, year by year. A fact on a filing, never a verdict.

Funder2019202020212022202320242025As filed

Sarracenia Foundation Inc came backFunded by Sarracenia Foundation Inc in 2019, 2020, 2021, 2022, 2023, 2024 and 2025 (IRS 990-PF)

IRS 990-PF · tax year 2025 · filing 202630829349100328 · IRS batch file

$19.0k
7 grants

University Impact came backFunded by University Impact in 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202523179349304842 · IRS batch file

$1.6m
3 grants

Mccart Family Foundation Inc came backFunded by Mccart Family Foundation Inc in 2021, 2022 and 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202443519349100809 · IRS batch file

$75.0k
3 grants

RAYMOND JAMES CHARITABLE ENDOWMENT FUND came backFunded by RAYMOND JAMES CHARITABLE ENDOWMENT FUND in 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202630489349300743 · IRS batch file

$15.0k
2 grants

Vaughn-Jordan Foundation Inc came backFunded by Vaughn-Jordan Foundation Inc in 2023 and 2024 (IRS 990-PF)

IRS 990-PF · tax year 2024 · filing 202520869349101452 · IRS batch file

$150.0k
2 grants

National Forest Foundation came backFunded by National Forest Foundation in 2022 and 2023 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2023 · filing 202532249349301208 · IRS batch file

$738.2k
2 grants

Woodson Family Foundation Inc came backFunded by Woodson Family Foundation Inc in 2022 and 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202401369349101415 · IRS batch file

$4.0k
2 grants

THE COMMUNITY FOUNDATION INC Funded by THE COMMUNITY FOUNDATION INC in 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202513159349306151 · IRS batch file

$10.0k
1 grant

Morgens West Foundation Funded by Morgens West Foundation in 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202530349349100108 · IRS batch file

$10.0k
1 grant

SCHWAB CHARITABLE FUND Funded by SCHWAB CHARITABLE FUND in 2023 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2023 · filing 202541069349300729 · IRS batch file

$77.5k
1 grant

Davis Foundation Funded by Davis Foundation in 2021 (IRS 990-PF)

IRS 990-PF · tax year 2021 · filing 202340329349100014 · IRS batch file

$500
1 grant

Dechomai Foundation Inc Funded by Dechomai Foundation Inc in 2020 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2020 · filing 202211689349300001 · IRS batch file

$180.7k
1 grant

Pisgah Health Foundation Funded by Pisgah Health Foundation in 2020 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2020 · filing 202143199349314409 · IRS batch file

$22.2k
1 grant

THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC Funded by THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC in 2019 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2019 · filing 202043229349301139 · IRS batch file

$40.0k
1 grant

its own grantgiven through a donor-advised fundmatching giftBigger dot, bigger grant. Hover a dot for the amount and the form.

All 18 funders4 more

900292867 Funded by 900292867 in 2017 (IRS 990-PF)

IRS 990-PF · tax year 2017 · filing 201843179349101249 · IRS batch file

$300
1 grant

Blue Ridge National Hertitage Area Funded by Blue Ridge National Hertitage Area in 2017 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2017 · filing 201912279349303236 · IRS batch file

$16.0k
1 grant

VANGUARD CHARITABLE ENDOWMENT PROGRAM donor-advisedFunded through VANGUARD CHARITABLE ENDOWMENT PROGRAM in 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202621329349306657 · IRS batch file

$27.5k
1 grant

Fidelity Investments Charitable Gift Fund donor-advisedFunded through Fidelity Investments Charitable Gift Fund in 2023 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2023 · filing 202521349349310887 · IRS batch file

$27.0k
1 grant

A funder came back when it made its own grants in two or more tax years, by its own IRS return. Matching gifts, and gifts a donor-advised fund passes on for its donors, are shown and labelled, and do not count.

Its money

From the return it filed itself.

Not on file: no filed accounts are loaded for this EIN yet.

Its leaders

The top three roles on its latest return.

Executive DirectorKelly M HoldbrooksForm 990PF · 2024

President/TreasurerRobert M BalentineForm 990PF · 2024

Name, title and year only, as its own return lists them. No pay, no address. Anyone can ask to be removed: hello@philanova.ai.

Its charity status

From the IRS's own lists.

501(c)(3)recognised in 2003 · Private operating foundationIRS exempt organisations register

Listed for deductible giftsIRS Publication 78

Not revokedIRS automatic revocation list

Data and sources

Everything above, as tables and as open data.

Grants received, by year8 years

Tax year	Grants	As filed
2017	2	$16.3k
2019	2	$42.5k
2020	3	$205.4k
2021	3	$26.5k
2022	5	$874.0k
2023	10	$964.7k
2024	6	$847.5k
2025	1	$1.0k

What this page does not knowread before quoting

Grants from funders that do not file a US return, and gifts from individuals.
Each row is what the funder said it paid, not what this organisation said it received.
A tax year that is not yet loaded looks like a year with no grant.

The same page as dataJSON · free, no key

/open/api/grantee/200212113

Ratings from its funders

None yet. Stars appear here only when a funder that funded this organisation chooses to give them, in its own name, with the year it funded. PhilaNova never rates on a free page.

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