SOUTHERN COMPANY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN COMPANY CHARITABLE FOUNDATION INC (EIN 58-2514027)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349109664
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T17:59:20-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GALLERIA PKWY SE STE 1700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303395946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582514027 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN COMPANY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 4045066784 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 RALPH MCGILL BLVD NE BIN 10095 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303083374 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERONICA E PUNCH | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 4045066784 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VERONICA | PersonFirstNm |
| Person Last | PUNCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY JO ALEXANDER | PreparerPersonNm |
| PTIN | P00002534 | PTIN |
| Phone | 7709558600 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $133,098,319 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $18,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $360 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $360 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,714,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,714,686 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,102,429 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,102,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,102,429 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,437 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,437 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $27,836,912 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,836,912 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $562,162 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $540,008 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,154 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,966 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,966 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $207,648 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $79,810 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $151,245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $92,306 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58,939 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $925,021 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $716,090 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,093 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,129,948 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,847,018 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,054,969 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $716,090 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,928,111 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,218,057 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,120,822 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,424,973 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,241,438 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,241,438 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $30,000,000 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $18,000,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $18,000,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $95,533 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,550 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,550 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $72,301,566 | CorporateStockBOYAmt |
| Corporate Stock EOY | $81,787,445 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $81,787,445 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,732,197 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,785,987 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,785,987 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,177,215 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,186,531 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,186,531 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $88,284 | OtherAssetsBOYAmt |
| Other Assets EOY | $79,368 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $79,368 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $129,819,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $133,098,319 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $133,098,319 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $106,900 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $124,050 | AccountsPayableEOYAmt |
| Grants Payable BOY | $18,596,800 | GrantsPayableBOYAmt |
| Grants Payable EOY | $48,879,730 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $22,400 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $125,700 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $18,726,100 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,129,480 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $111,093,668 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $83,968,839 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,093,668 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,968,839 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $129,819,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $133,098,319 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,093,668 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,218,057 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,144,602 | OtherIncreasesAmt |
| Subtotal | $84,020,213 | SubtotalAmt |
| Other Decreases | $51,374 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,968,839 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| ABERDEEN | P | $576,745 | $576,745 | $576,745 |
| BARROW | P | $2,118,162 | $2,118,162 | $2,118,162 |
| DEPRINCE | P | $2,339,938 | $2,339,938 | $2,339,938 |
| EARNEST | P | $656,129 | $656,129 | $656,129 |
| LAZARD | P | $161,622 | $161,622 | $161,622 |
| OFI | P | $2,225,901 | $2,225,901 | $2,225,901 |
| MS | P | $23,932 | $23,932 | $23,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,102,429 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $126,779 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $126,779 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $126,779 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84,159 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $84,159 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,059 | EsPenaltyAmt |
| Tax Due | $43,679 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VERONICA E PUNCH | IndividualWithBooksNm |
| Phone | 4045062625 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 RALPH MCGILL BLVD BIN 10230 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL K ANDERSON | ||||||||
| 241 RALPH MCGILL BLVD BIN 10230 | ATLANTA | GA | 30308 | PRESIDENT | 1.50 | $0 | $0 | $0 |
| DREW EVANS JAN 1 - NOV 2021 | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1216 | ATLANTA | GA | 30308 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DANIEL S TUCKER ELECTED NOV 2021 | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1501 | ATLANTA | GA | 30308 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DEKIA M SCOTT | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1216 | ATLANTA | GA | 30308 | TREASURER, NON-VOTING OFFICER | 1.50 | $0 | $0 | $0 |
| RITA M BREEN | ||||||||
| 241 RALPH MCGILL BLVD BIN 10095 | ATLANTA | GA | 30308 | SECRETARY, NON-VOTING OFFICER | 6.00 | $0 | $0 | $0 |
| VALERIE D SEARCY | ||||||||
| 241 RALPH MCGILL BLVD BIN 10095 | ATLANTA | GA | 30308 | ASST SECRETARY, NON-VOTING OFFICER | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER C WOMACK | ||||||||
| 241 RALPH MCGILL BLVD BIN 10095 | ATLANTA | GA | 30308 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BYRAN D ANDERSON | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1501 | ATLANTA | GA | 30308 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK S LANTRIP JAN 1 - MAY 17 2021 | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1216 | ATLANTA | GA | 30308 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OFI DEV | |||||
| 6803 SOUTH TUCSON WAY | CENTENNIAL | CO | 80112 | INVESTMENT FEES | $159,390 |
| EARNEST PARTNERS | |||||
| 1180 PEACHTREE ST NE 2300 | ATLANTA | GA | 30309 | INVESTMENT FEES | $129,982 |
| SUNTRUST | |||||
| 2226 SUNDOWN DR NE | ATLANTA | GA | 30345 | INVESTMENT FEES | $88,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $114,367,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,274,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $116,641,797 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $116,641,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,749,627 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $114,892,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,744,609 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,744,609 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $126,779 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $126,779 | TotalTaxAmt |
| Distributable Before Adj | $5,617,830 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,617,830 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,617,830 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,928,111 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,928,111 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,617,830 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,101,277 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,248,341 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $5,533,895 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,850,669 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,734,182 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,928,111 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,617,830 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,310,281 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,044,463 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,101,277 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $44,943,186 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,248,341 | ExcessFromYear4Amt |
| Excess From Year2 | $5,533,895 | ExcessFromYear2Amt |
| Excess From Year1 | $11,850,669 | ExcessFromYear1Amt |
| Excess From Current Year | $23,310,281 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SOUTHERN COMPANY CHARITABLE FOUNDAT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 RALPH MCGILL BLVD BIN 10095 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4045066784 | RecipientPhoneNum |
| Form And Info And Materials | BRIEF LETTER, COPY OF 501(C)(3)TAX EXEMPT LETTER,AUDITED FINANCIALS, BRIEF DESCRIPTION OF THE ORGANIZATION REQUESTING SUPPORT, LIST OF ITS OFFICERS BOARD MEMBERS, AMOUNT REQUESTED CONTACT THE ORGANIZATION AT (404) 506-6784 FOR DETAIL INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT THE ORGANIZATION AT (404) 506-6784 FOR DETAIL INFORMATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CENTRAL CATHOLIC HIGH SCHOOL INC | |||||||
| 4720 FIFTH AVE | PITTSBURGH | PA | 15213 | PC | 50TH REUNION GIFT ON BEHALF OF RETIRING DIRECTOR JON BOSCIA | $5,000 | |
| CHAUTAUQUA INSTITUTION | |||||||
| 1 AMES AVE | CHAUTAUQUA | NY | 14722 | PC | DONATION ON BEHALF OF RETIRING OFFICER LARRY D. THOMPSON | $5,000 | |
| CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION | |||||||
| 1575 NORTHEAST EXPRESSWAY | ATLANTA | GA | 30329 | PC | 3RD PAYMENT OF SEVEN-YEAR PLEDGE AUTHORIZED AT $7.5M TO SUPPORT CHILDREN'S HEALTHCARE OF ATLANTA NORTH DRUID HILLS CAMPUS | $1,000,000 | |
| COUNCIL ON CRIMINAL JUSTICE | |||||||
| 700 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | PC | COUNCIL ON CRIMINAL JUSTICE PARTNERSHIP | $400,000 | |
| EDUCATION FARM | |||||||
| 1914 4TH AVE N STE 200 | BIRMINGHAM | AL | 35203 | PC | FIRST PAYMENT OF A 3 YEAR PLEDGE. PROPEL CENTER: GLOBAL HBCU CAMPUS FOR INNOVATIVE LEARNING | $10,000,000 | |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON ROAD SUITE 1400 | ATLANTA | GA | 30322 | PC | FIRST OF TWO YEAR COMMITMENT: EMORY UNIVERSITY SCHOOL OF LAW CENTER FOR CIVIL RIGHTS AND SOCIAL JUSTICE | $3,500,000 | |
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES | |||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | PC | CYBER SOLARIUM COMMISSION 2.0 PROJECT | $100,000 | |
| GEORGIA HISTORICAL SOCIETY | |||||||
| 501 WHITAKER ST | SAVANNAH | GA | 31401 | PC | 2021 GEORGIA HISTORY FESTIVAL | $25,000 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING ST NW SUITE 400 | ATLANTA | GA | 30308 | PC | 7TH OF 9 YEAR PLEDGE | $4,000,000 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING ST NW SUITE 400 | ATLANTA | GA | 30308 | PC | VALERIE HOPPE PETERSON AND GP BUD PETERSON SCHOLARSHIP ENDOWMENT FUND | $250,000 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING ST NW SUITE 400 | ATLANTA | GA | 30308 | PC | CURRENT OPERATIONS AND FOR A PERMANENT ENDOWMENT DIRECTED TOWARD THE ATTRACTION AND RETENTION | $3,000,000 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING STREET SUITE 400 | ATLANTA | GA | 30332 | PC | FIRST PAYMENT OF 4-YEAR PLEDGE. SUPPORT TO NAME THE JOHN LEWIS STUDENT CENTER ON GEORGIA TECH CAMPUS TOTALING $4M | $1,000,000 | |
| INROADS INC | |||||||
| 260 PEACHTREE ST NE SUITE 400 | ATLANTA | GA | 30303 | PC | FIRST PAYMENT OF 3 YEAR PLEDGE TO SUPPORT HBCU SUSTAINABLE COMMUNITIES INITIATIVE | $4,000,000 | |
| MOREHOUSE COLLEGE | |||||||
| 830 WESTVIEW DRIVE SW | ATLANTA | GA | 30314 | PC | HBCU INITIATIVE | $350,000 | |
| NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC | |||||||
| 250 WILLIAMS STREET SUITE 2322 | ATLANTA | GA | 30303 | PC | CAPITAL EXPANSION GRANT | $250,000 | |
| NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC | |||||||
| 250 WILLIAMS STREET SUITE 2322 | ATLANTA | GA | 30303 | PC | GENERAL OPERATIONS AND THE CAMPAIGN FOR EQUAL DIGNITY | $75,000 | |
| NUCLEAR THREAT INITIATIVE INC | |||||||
| 1776 EYE STREET NW | WASHINGTON | DC | 20006 | PC | FINAL PAYMENT OF A 3 YEAR COMMITMENT TO SUPPORT THE SAM NUNN DISTINGUISHED FELLOW PRGM AND TO BRING OUTSTANDING TALENT FOR THE PURPOSE OF ADVANCING A STRATEGIC PRIORITY OF SEEDING NEW DIRECTIONS IN THREAT REDUCTION | $100,000 | |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | PC | 2ND PAYMENT OF 5-YEAR PLEDGE TO SUPPORT THE NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE (WITH CORPORATE LEADERSHIP COUNCIL) | $200,000 | |
| SOUTHWEST WILDLIFE CONSERVATION | |||||||
| 27026 N 156TH ST | SCOTTSDALE | AZ | 85262 | PC | ON BEHALF OF STEVEN SPECKER | $5,000 | |
| THE MEMORIAL FOUNDATION | |||||||
| 633 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | PC | 10TH ANNIVERSARY PROGRAMS AND SOCIAL JUSTICE LEADERSHIP | $250,000 | |
| UNIVERSITY OF WEST FLORIDA FOUNDATION | |||||||
| 11000 UNIVERSITY PARKWAY BUILDING | PENSACOLA | FL | 32514 | PC | SCHOLARSHIP ENDOWMENT TO THE BUSINESS SCHOOL PAUL BOWERS | $25,000 | 12 |
| AGNES SCOTT COLLEGE | |||||||
| 141 EAST COLLEGE AVENUE | DECATUR | GA | 30030 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $375 | |
| ASSOCIATION FOR COMPUTING MACHINERY | |||||||
| 1300 UNIV BLVD 115A CAMPBELL HALL | BIRMINGHAM | AL | 35233 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $200 | |
| AUBURN UNIVERSITY FOUNDATION | |||||||
| 317 S COLLEGE ST | AUBURN | AL | 368495170 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $106,305 | |
| BALL STATE UNIVERSITY FOUNDATION | |||||||
| 2800 WEST BETHEL AVENUE | MUNCIE | IN | 47304 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 | |
| BENEDICTINE COLLEGE | |||||||
| 1020 N 2ND ST ATCHISON | ATCHISON | KS | 66002 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $2,000 | |
| BIRMINGHAM-SOUTHERN COLLEGE | |||||||
| 900 ARKADELPHIA ROAD | BIRMINGHAM | AL | 35254 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $2,460 | |
| BOARD OF THE UNIVERSITY OF ALABAMA | |||||||
| PO BOX 870142 | TUSCALOOSA | AL | 354870001 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $18,465 | |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $1,000 | |
| CURATORS OF THE UNIVERSITY OF MISSOURI | |||||||
| 1020 HITT ST | COLUMBIA | MO | 65212 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 | |
| EMORY UNIVERSITY | |||||||
| MAIL STOP 0970-001-9AA | ATLANTA | GA | 303224001 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $11,825 | |
| FLORIDA STATE UNIVERSITY | |||||||
| 225 UNIVERSITY CENTER C3100 | TALLAHASSEE | FL | 323069936 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $100 | |
| GEORGIA COLLEGE & STATE UNIVERSITY FOUNDATION INC | |||||||
| CAMPUS BOX 113 | MILLEDGEVILLE | GA | 31061 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 | |
| GEORGIA SOUTHWESTERN FOUNDATION INC | |||||||
| PO BOX 926 | AMERICUS | GA | 31709 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 | |
| GEORGIA STATE UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 2668 | ATLANTA | GA | 303012668 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $1,075 | |
| GEORGIA TECH ALUMNI ASSOCIATION INC | |||||||
| 760 SPRING STREET STE 400 | ATLANTA | GA | 30308 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $3,420 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING STREET STE 400 | ATLANTA | GA | 30308 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $31,625 | |
| JACKSONVILLE STATE UNIVERSITY FOUNDATION | |||||||
| 700 PELHAM RD N | JACKSONVILLE | AL | 362651602 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $1,000 | |
| KENNESAW STATE UNIVERSITY FOUNDATION INC | |||||||
| 1000 CHASTAIN ROAD NO 9101 | KENNESAW | GA | 301445588 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $3,000 | |
| KENT STATE UNIVERSITY FOUNDATION | |||||||
| 800 SUMMIT RD KENT OH 44242 | KENT | OH | 44242 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $2,500 | |
| LINCOLN UNIVERSITY | |||||||
| 1570 BALTIMORE PIKE | LINCOLN UNIVERSITY | PA | 19352 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $500 | |
| MACALESTER COLLEGE | |||||||
| 1600 GRAND AVENUE | SAINT PAUL | MN | 551051899 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $800 | |
| MARION MILITARY INSTITUTE | |||||||
| 1101 WASHINGTON ST | MARION | AL | 36756 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $100 | |
| MARYVILLE COLLEGE | |||||||
| 502 E LAMAR ALEXANDER PARKWAY | MARYVILLE | TN | 37804 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $200 | |
| MERIDIAN COMMUNITY COLLEGE FOUNDATION | |||||||
| 910 HIGHWAY 19 N | MERIDIAN | MS | 39307 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $150 | |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $11,800 | |
| MOREHOUSE COLLEGE | |||||||
| 830 WESTVIEW DRIVE | ATLANTA | GA | 30314 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $10,000 | |
| NORTHWESTERN UNIVERSITY | |||||||
| 1800 SHERMAN AVENUE SUITE 4-500 | EVANSTON | IL | 60208 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $9,800 | |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 400 S MONROE ST | STILLWATER | OK | 74074 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $2,500 | |
| PRESBYTERIAN COLLEGE | |||||||
| 503 S BROAD ST | CLINTON | SC | 293252865 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $35 | |
| PURDUE RESEARCH FOUNDATION | |||||||
| 1281 WIN HENTSCHEL BLVD | WEST LAFAYETTE | IN | 47906 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 | |
| ROSE HULMAN INSTITUTE OF TECHNOLOGY | |||||||
| 5500 WABASH AVE | TERRE HAUTE | IN | 47803 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $750 | |
| SAMFORD UNIVERSITY | |||||||
| 800 LAKESHORE DR | BIRMINGHAM | AL | 352290001 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $925 | |
| TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION | |||||||
| 1 WILLIAM L JONES DR | COOKEVILLE | TN | 38505 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 | |
| THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND | |||||||
| 1415 TULANE AVE | NEW ORLEANS | LA | 70112 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $750 | |
| THE CORPORATION OF MERCER UNIVERSITY | |||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $50 | |
| TREVECCA NAZARENE UNIVERSITY | |||||||
| 333 MURFREESBORO PIKE | NASHVILLE | TN | 37210 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $250 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 433 FRANKLIN BUILDING | PHILADELPHIA | PA | 19103 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $500 | |
| UNIVERSITY OF ALABAMA ALUMNI ASSOCIATION ALUMNI HALL | |||||||
| BOX 861928 | TUSCALOOSA | AL | 354860017 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $830 | |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 N GRANT ST STE 725 | DENVER | CO | 80203 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $600 | |
| UNIVERSITY OF GEORGIA FOUNDATION | |||||||
| 1 PRESS PLACE | ATHENS | GA | 30602 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $16,160 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| 1201 W UNIVERSITY AVENUE | CHAMPAIGN | IL | 61801 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $2,750 | |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $500 | |
| UNIVERSITY OF MONTEVALLO FOUNDATION | |||||||
| STATION 6001 | MONTEVALLO | AL | 35115 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,750 | |
| UNIVERSITY OF NO ALA FOUNDATION | |||||||
| UNA BOX 5059 | FLORENCE | AL | 356319934 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,135 | |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 | |
| UNIVERSITY OF NORTH GEORGIA FOUNDATION INC | |||||||
| PO BOX 1599 | DAHLONEGA | GA | 305330027 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $500 | |
| UNIVERSITY OF NOTRE DAME DU LAC | |||||||
| 100 ECK CTR | NOTRE DAME | IN | 46556 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $308 | |
| UNIVERSITY OF PUGET SOUND | |||||||
| 1500 N WARNER ST | TACOMA | WA | 98416 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $200 | |
| UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | |||||||
| 118 COLLEGE DRIVE 5210 | HATTIESBURG | MS | 394060002 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $250 | |
| UNIVERSITY OF THE SOUTH | |||||||
| 735 UNIVERSITY AVE | SEWANEE | TN | 37383 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $1,500 | |
| UNIVERSITY OF WEST GEORGIA FOUNDATION INC | |||||||
| 1903 MAPLE STREET | CARROLLTON | GA | 301180001 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 | |
| VANDERBILT UNIVERSITY | |||||||
| PMB 407727 | NASHVILLE | TN | 37240 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $950 | |
| VIRGINIA TECH FOUNDATION INC | |||||||
| 902 PRICES FORK ROAD - 0336 | BLACKSBURG | VA | 24061 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $2,000 | |
| WASHINGTON & LEE UNIVERSITY | |||||||
| 204 W WASHINGTON | LEXINGTON | VA | 244502116 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $25 | |
| WOFFORD COLLEGE | |||||||
| WOFFORD COLLEGE | SPARTANBURG | SC | 29303 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 | |
| YOUNG HARRIS COLLEGE | |||||||
| 1 COLLEGE STREET | YOUNG HARRIS | GA | 30582 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,847,018 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EDUCATION FARM | ||||||
| 1914 4TH AVE N STE 200 | BIRMINGHAM | AL | 35203 | PC | FUTURE COMMITMENT 3 YEAR PLEDGE OF SUPPORT | $15,000,000 |
| EMORY UNIVERSITY | ||||||
| 1762 CLIFTON ROAD SUITE 1400 | ATLANTA | GA | 30322 | PC | TWO YEAR COMMITMENT: EMORY UNIVERSITY SCHOOL OF LAW CENTER FOR CIVIL RIGHTS AND SOCIAL JUSTICE | $3,500,000 |
| GEORGIA TECH FOUNDATION INC | ||||||
| 760 SPRING ST NW SUITE 400 | ATLANTA | GA | 30308 | PC | FUTURE COMMITMENT 3 YEAR PLEDGE OF SUPPORT | $12,000,000 |
| GEORGIA TECH FOUNDATION INC | ||||||
| 760 SPRING ST NW SUITE 400 | ATLANTA | GA | 30308 | PC | FUTURE COMMITMENT- JOHN LEWIS STUDENT CENTER ON GEORGIA TECH CAMPUS | $3,000,000 |
| INROADS INC | ||||||
| 260 PEACHTREE ST NE SUITE 400 | ATLANTA | GA | 30303 | PC | FUTURE COMMITMENT - 3 YEAR PLEDGE TO SUPPORT HBCU | $6,000,000 |
| NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC | ||||||
| 250 WILLIAMS STREET SUITE 2322 | ATLANTA | GA | 30303 | PC | CAPITAL EXPANSION GRANT | $250,000 |
| AGNES SCOTT COLLEGE | ||||||
| 141 EAST COLLEGE AVENUE | DECATUR | GA | 30030 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $130 |
| AUBURN UNIVERSITY FOUNDATION | ||||||
| 317 S COLLEGE ST | AUBURN | AL | 368495170 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $39,620 |
| BOARD OF THE UNIVERSITY OF ALABAMA | ||||||
| PO BOX 870142 | TUSCALOOSA | AL | 354870001 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $2,500 |
| DUKE UNIVERSITY | ||||||
| BOX 90581 | DURHAM | NC | 27708 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $1,000 |
| EMORY UNIVERSITY | ||||||
| MAIL STOP 0970-001-9AA | ATLANTA | GA | 303224001 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $85 |
| GEORGE WALTON | ||||||
| 1 BULLDOG DR | MONROE | GA | 30655 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $4,000 |
| GEORGETOWN UNIVERSITY | ||||||
| 3700 O ST NW WASHINGTON | WASHINGTON | DC | 20057 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $2,000 |
| GEORGIA STATE UNIVERSITY FOUNDATION INC | ||||||
| PO BOX 2668 | ATLANTA | GA | 303012668 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 |
| GEORGIA TECH ALUMNI ASSOCIATION INC | ||||||
| 760 SPRING STREET STE 400 | ATLANTA | GA | 30308 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $1,250 |
| GEORGIA TECH FOUNDATION INC | ||||||
| 760 SPRING STREET STE 400 | ATLANTA | GA | 30308 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $28,260 |
| MARION MILITARY INSTITUTE | ||||||
| 1101 WASHINGTON ST | MARION | AL | 36756 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $52 |
| MARYVILLE COLLEGE | ||||||
| 502 E LAMAR ALEXANDER PARKWAY | MARYVILLE | TN | 37804 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $100 |
| MISSISSIPPI COLLEGE | ||||||
| 200 S CAPITOL STREET | CLINTON | MS | 39056 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $500 |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION INC | ||||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $550 |
| MISSISSIPPI UNIVERSITY FOR WOMEN FOUNDATION | ||||||
| 1100 COLLEGE ST | COLUMBUS | MS | 39701 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $500 |
| NORTHWESTERN UNIVERSITY | ||||||
| 1800 SHERMAN AVENUE SUITE 4-500 | EVANSTON | IL | 60208 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $3,000 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||
| 315 W HURON ST STE 240 | ANN ARBOR | MI | 48103 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $25 |
| SOUTHERN METHODIST UNIVERSITY | ||||||
| 6425 BOAZ LANE | DALLAS | TX | 75275 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $100 |
| SPELMAN COLLEGE | ||||||
| 350 SPELMAN LANE SW | ATLANTA | GA | 30314 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $100 |
| THE NATIONAL ALUMNI SOCIETY OF THE UNIVERSITY OF ALABAMA | ||||||
| 701 20TH ST S | BIRMINGHAM | AL | 35233 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $50 |
| THE PENSACOLA STATE COLLEGE FOUNDATION INC | ||||||
| 1000 COLLEGE BLVD | PENSACOLA | FL | 32504 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $3,500 |
| TREVECCA NAZARENE UNIVERSITY | ||||||
| 333 MURFREESBORO PIKE | NASHVILLE | TN | 37210 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $500 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 433 FRANKLIN BUILDING | PHILADELPHIA | PA | 19103 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $250 |
| UNIVERSITY OF ALABAMA ALUMNI ASSOCIATION ALUMNI HALL | ||||||
| BOX 861928 | TUSCALOOSA | AL | 354860017 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $230 |
| UNIVERSITY OF GEORGIA FOUNDATION | ||||||
| 1 PRESS PLACE | ATHENS | GA | 30602 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $7,250 |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC | ||||||
| 4603 CALVERT RD | COLLEGE PARK | MD | 20740 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $25 |
| UNIVERSITY OF MONTEVALLO FOUNDATION | ||||||
| STATION 6001 | MONTEVALLO | AL | 35115 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 |
| UNIVERSITY OF NOTRE DAME DU LAC | ||||||
| 100 ECK CTR | NOTRE DAME | IN | 46556 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $1,700 |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | ||||||
| 100 W TIMBERDELL RD STE 1 | NORMAN | OK | 73019 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $25 |
| UNIVERSITY OF VIRGINIA FOUNDATION | ||||||
| PO BOX 400173 | CHARLOTTESVLE | VA | 229044173 | PC | 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $39,857,802 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $360 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,714,686 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,725 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,102,429 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PORTFOLIO INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$7,288 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,836,912 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,836,912 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 IVAN ALLEN JR BLVD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $18,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LAZARD FIXED INCOME | BondNm |
| EOY Book Value | $23,785,987 | EOYBookValueAmt |
| EOYFMV | $23,785,987 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN EMERGING MARKETS | $4,225,321 | $4,225,321 |
| EARNEST PARTNERS | $16,497,267 | $16,497,267 |
| BARROW | $16,007,320 | $16,007,320 |
| DRZ SVC | $7,770,724 | $7,770,724 |
| OFI DEVELOPMENT INTERNATIONAL | $36,473,093 | $36,473,093 |
| EIP ELEVATE | $813,720 | $813,720 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE FUNDS | FMV | $4,304,605 | $4,304,605 |
| HEDGE FUNDS | FMV | $3,881,926 | $3,881,926 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $29,718 | $47,678 | $47,678 |
| INTEREST RECEIVABLE | $5 | $11,265 | $11,265 |
| STOCK RECEIVABLE | $58,561 | $20,425 | $20,425 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS | Desc |
| Amt | $51,374 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $23,750 | $0 | $23,750 |
| MISCELLANEOUS | $35,189 | $0 | $35,189 |
| FORM K-1 LAZARD PORTFOLIO DEDUCTIONS | $15,927 | $15,927 | $0 |
| FORM K-1 OFI INTERNATIONAL | $24 | $24 | $0 |
| FORM K-1 ABERDEEN PORTFOLIO DEDUCTIONS | $286 | $286 | $0 |
| FORM K-1 ELEVATE PORTFOLIO DEDUCTIONS | $76,069 | $76,069 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EARNEST PARTNERS | $26,725 | $26,725 | $26,725 |
| OTHER PORTFOLIO INCOME | -$7,288 | -$7,288 | -$7,288 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $5,144,602 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| STOCK PAYABLE DEPRINCE | $16,000 | $66,657 |
| MISC ACCOUNT PAYABLE | $6,400 | $15,364 |
| EXCISE TAX PAYABLE | $0 | $43,679 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $528,384 | $528,384 | $0 |
| BANKING FEES | $6,178 | $2,884 | $3,294 |
| ACCOUNTING FEES | $27,600 | $8,740 | $18,860 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $79,810 | $79,810 | $0 |
| FEDERAL EXCISE TAX | $127,838 | $0 | $0 |
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