SOUTHERN COMPANY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN COMPANY CHARITABLE FOUNDATION INC (EIN 58-2514027)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349100941
- Schema version
- 2020v4.1
- 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 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 | 2021-11-15T08:04:11-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | VALERIE D SEARCY | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 4045066784 | PhoneNum |
| Signature | 2021-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VALERIE | PersonFirstNm |
| Person Last | SEARCY | 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 | 2021-11-14 | 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 | 2020 | 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 | $129,819,768 | 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 | $30,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,773 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,773 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,649,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,649,638 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,773,654 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,625,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,773,654 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,026 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $146 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $36,428,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,429,211 | 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 | $445,578 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $440,678 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,900 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $103,049 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $72,343 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,427 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,130 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,875 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $594,054 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $524,151 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,405,103 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,455,103 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,999,157 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $524,151 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,476,878 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,428,882 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,905,060 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,425,049 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,424,973 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,424,973 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable EOY | $30,000,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $30,000,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $66,238 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $95,533 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $95,533 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $75,337,216 | CorporateStockBOYAmt |
| Corporate Stock EOY | $72,301,566 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $72,301,566 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,328,752 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,732,197 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,732,197 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,945,701 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,177,215 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,177,215 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $41,882 | OtherAssetsBOYAmt |
| Other Assets EOY | $88,284 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $88,284 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $105,144,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,819,768 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $129,819,768 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $111,200 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $106,900 | AccountsPayableEOYAmt |
| Grants Payable BOY | $25,607,709 | GrantsPayableBOYAmt |
| Grants Payable EOY | $18,596,800 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $19,858 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,400 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,738,767 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,726,100 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $79,406,071 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $111,093,668 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,406,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $111,093,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $105,144,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $129,819,768 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,406,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,428,882 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,258,715 | OtherIncreasesAmt |
| Subtotal | $111,093,668 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $111,093,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| ABERDEEN | P | 2020-12-31 | 2020-12-31 | $115,011 | $115,011 | $115,011 | |
| BARROW | P | 2020-12-31 | 2020-12-31 | -$257,715 | -$257,715 | $257,715 | |
| DEPRINCE | P | 2020-12-31 | 2020-12-31 | -$593,940 | -$593,940 | $593,940 | |
| EARNEST | P | 2020-12-31 | 2020-12-31 | $1,232,241 | $1,232,241 | $1,232,241 | |
| LAZARD | P | 2020-12-31 | 2020-12-31 | $411,361 | $411,361 | $411,361 | |
| OFI | P | 2020-12-31 | 2020-12-31 | $3,829,950 | $3,829,950 | $3,829,950 | |
| MS | P | 2020-12-31 | 2020-12-31 | $36,746 | $36,746 | $36,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,773,654 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $82,080 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $82,080 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $82,080 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $116,239 | 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 | $116,239 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $34,159 | OverpaymentAmt |
| Applied To ES Tax | $34,159 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | CA | 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 | RITA BREEN | IndividualWithBooksNm |
| Phone | 4045063390 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 |
| MARK S LANTRIP JAN 1-MAY 17 2020 | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1501 | ATLANTA | GA | 30308 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER C WOMACK | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1508 | ATLANTA | GA | 30308 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DREW EVANS | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1501 | ATLANTA | GA | 30308 | VICE PRESIDENT | 1.00 | $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 |
| ROGER STEFFENS JAN 1 -APRIL 17 2020 | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1216 | ATLANTA | GA | 30308 | TREASURER, NON-VOTING OFFICER | 1.50 | $0 | $0 | $0 |
| DEKIA SCOTT ELECTED JUN 1 2020 | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1216 | ATLANTA | GA | 30308 | ASST. TREASURER, NON-VOTING OFFICER | 1.50 | $0 | $0 | $0 |
| BYRAN D ANDERSON ELECTED JUN 1 2020 | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1501 | 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 | $134,986 |
| EARNEST PARTNERS | |||||
| 1180 PEACHTREE ST NE 2300 | ATLANTA | GA | 30309 | INVESTMENT FEES | $89,547 |
| SUNTRUST | |||||
| 2226 SUNDOWN DR NE | ATLANTA | GA | 30345 | INVESTMENT FEES | $79,019 |
| 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 | $94,127,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,472,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $95,599,772 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $95,599,772 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,433,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,165,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,708,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,708,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $82,080 | TotalTaxAmt |
| Distributable Before Adj | $4,626,209 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,626,209 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,626,209 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,476,878 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,476,878 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,476,878 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,626,209 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,049,385 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,101,277 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,248,341 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $5,533,895 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,932,898 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,476,878 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,626,209 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,850,669 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,783,567 | 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 | $1,049,385 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,734,182 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,101,277 | ExcessFromYear4Amt |
| Excess From Year3 | $4,248,341 | ExcessFromYear3Amt |
| Excess From Year1 | $5,533,895 | ExcessFromYear1Amt |
| Excess From Current Year | $11,850,669 | 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 (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALABAMA A&M UNIVERSITY FOUNDATION | |||||||
| 309 PATTON BUILDING | NORMAL | AL | 35762 | PC | HBCU INITIATIVE | $500,000 | |
| ALABAMA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 271 | MONTGOMERY | AL | 36101 | PC | HBCU INITIATIVE | $200,000 | |
| ALBANY STATE UNIVERSITY FOUNDATION INC | |||||||
| 504 COLLEGE DRIVE | ALBANY | GA | 31705 | PC | HBCU INITIATIVE | $250,000 | |
| ASSOCIATION FOR COMPUTING MACHINERY - BIRMINGHAM-SOUTHERN COLLEGE | |||||||
| PO BOX 549003 | BIRMINGHAM | AL | 35254 | PC | 2020 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $1,000 | |
| ATLANTA VOLUNTEER LAWYERS FOUNDATION INC | |||||||
| 235 PEACHTREE STREET SUITE 1750 | ATLANTA | GA | 30303 | PC | AVLF COVID-19 RELIEF SUPPORT | $25,000 | |
| AUBURN UNIVERSITY FOUNDATION | |||||||
| 317 SOUTH COLLEGE STREET | AUBURN | AL | 36849 | PC | 2020 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $59,550 | |
| BOARD OF THE UNIVERSITY OF ALABAMA | |||||||
| PO BOX 870101 | TUSCALOOSA | AL | 35487 | PC | 2020 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $15,107 | |
| BOYS & GIRLS CLUBS OF AMERICA | |||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | PC | 2020 SOUTHEAST YOUTH OF THE YEAR CELEBRATION, JUNE 9, 2020 | $25,000 | |
| CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION | |||||||
| 1575 NORTHEAST EXPRESSWAY | ATLANTA | GA | 30329 | PC | FUTURE PAYMENT - 2ND PAYMENT OF SEVEN-YEAR PLEDGE AUTHORIZED AT $7.5M TO SUPPORT CHILDREN'S HEALTHCARE OF ATLANTA NORTH DRUID HILLS CAMPUS | $1,000,000 | |
| CLARK ATLANTA UNIVERSITY INC | |||||||
| 223 JAMES P BRAWLEY DRIVE | ATLANTA | GA | 30314 | PC | HBCU INITIATIVE | $210,000 | |
| FISK UNIVERSITY | |||||||
| 1000 17TH AVENUE NORTH | NASHVILLE | TN | 37208 | PC | HBCU INITIATIVE | $120,000 | |
| FORT VALLEY STATE UNIVERSITY | |||||||
| 1005 STATE UNIVERSITY DRIVE | FORT VALLEY | GA | 31030 | PC | HBCU INITIATIVE | $145,000 | |
| GEORGIA CONSERVANCY INC | |||||||
| 230 PEACHTREE ST NW SUITE 1250 | ATLANTA | GA | 30303 | PC | GEORGIA NOW AND FOREVER: PLANNING FOR A SUSTAINABLE FUTURE | $100,000 | |
| GEORGIA HISTORICAL SOCIETY | |||||||
| 104 WEST GASTON STREET | SAVANNAH | GA | 31401 | PC | 2021 GEORGIA HISTORY FESTIVAL | $25,000 | |
| GEORGIA STATE UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 2668 | ATLANTA | GA | 303012668 | PC | URBAN STUDIES GRADUATE STUDY FUND | $35,000 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| C/O WOMEN IN ENGINEERING PROGRAM | ATLANTA | GA | 303320360 | PC | FUTURE PAYMENT - 2ND PAYMENT OF A 3 YEAR PLEDGE VALERIE HOPPE PETERSON AND G.P. "BUD" PETERSON SCHOLARSHIP ENDOWMENT FUND FOR STUDENTS WITH FINANCIAL NEED. | $250,000 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| C/O WOMEN IN ENGINEERING PROGRAM | ATLANTA | GA | 303320360 | PC | FUTURE PAYMENT - 6TH PAYMENT OF A PLEDGE AUTHORIZING UP TO $45M TO SUPPORT BOTH CURRENT OPERATIONS AND FOR A PERMANENT ENDOWMENT, DIRECTED TOWARD THE ATTRACTION AND RETENTION OF EMINENT TEACHER/SCHOLARS. | $7,000,000 | |
| GROVE PARK FOUNDATION INC | |||||||
| 1566 DONALD LEE HOLLOWELL PKWY NW | ATLANTA | GA | 30318 | PC | FUTURE PAYMENT - FINAL PAYMENT OF A TWO YEAR PLEDGE AS ADDITIONAL FUNDING FOR THE GROVE PARK PROMISE: EQUITABLE AND THRIVING CAPITAL CAMPAIGN | $250,000 | STE 105 |
| GROVE PARK FOUNDATION INC | |||||||
| 1566 DONALD LEE HOLLOWELL PKWY NW | ATLANTA | GA | 30318 | PC | FUTURE PAYMENT - FINAL PAYMENT OF A PLEDGE TO SUPPORT THE GROVE PARK PROMISE: EQUITABLE AND THRIVING CAPITAL CAMPAIGN. | $500,000 | STE 105 |
| HAMPTON UNIVERSITY | |||||||
| 200 WILLIAM R HARVEY WAY | HAMPTON | VA | 23668 | PC | HBCU INITIATIVE | $500,000 | |
| HISTORIC RURAL CHURCHES OF GEORGIA INC | |||||||
| 1185 SPRINGDALE ROAD NE | ATLANTA | GA | 303062629 | PC | HISTORIC RURAL CHURCH TRAIL. HISTORIC RURAL CHURCHES OF GEORGIA, IN PARTNERSHIP WITH STATE OF GEORGIA ECONOMIC DEVELOPMENT-TRAVEL & TOURISM DIVISION, EAST CENTRAL GEORGIA TRAVEL ASSOCIATION, AND EMORY'S PITTS THEOLOGY LIBRARY | $10,000 | |
| ISAKSON INITIATIVE INC | |||||||
| 3625 CUMBERLAND BLVD SE STE 230 | ATLANTA | GA | 303393391 | PC | OPERATING EXPENSES | $350,000 | |
| JACKSON STATE UNIVERSITY | |||||||
| PO BOX 17144 | JACKSON | MS | 39217 | PC | HBCU INITIATIVE | $100,000 | |
| LINCOLN UNIVERSITY | |||||||
| 1570 BALTIMORE PIKE | LINCOLN UNIVERSITY | PA | 19352 | PC | 2020 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $500 | |
| MAKE-A-WISH FOUNDATION OF GEORGIA | |||||||
| 1775 THE EXCHANGE SUITE 200 | ATLANTA | GA | 30339 | PC | PROGRAM OPERATING EXPENSES | $25,000 | |
| MARYVILLE COLLEGE | |||||||
| 502 E LAMAR ALEXANDER PKWY | MARYVILLE | TN | 37804 | PC | 2020 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $200 | |
| MILES COLLEGE | |||||||
| 5500 MYRON MASSEY BLVD | FAIRFIELD | AL | 350642621 | PC | HBCU INITIATIVE | $350,000 | |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 6149 | STARKVILLE | MS | 39762 | PC | 2020 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $20,150 | |
| MISSISSIPPI VALLEY STATE UNIVERSITY | |||||||
| 14000 HIGHWAY 82 W | ITTA BENA | MS | 38941 | PC | HBCU INITIATIVE | $100,000 | |
| 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 | TRUTH AND TRANSFORMATION SOCIAL JUSTICE PROJECT | $250,000 | |
| NATIONAL URBAN LEAGUE INC | |||||||
| 80 PINE STREET 9TH FLOOR | NEW YORK | NY | 100051702 | PC | JUSTICE AND CIVIC ENGAGEMENT | $250,000 | |
| NORFOLK STATE UNIVERSITY | |||||||
| 700 PARK AVENUE | NORFOLK | VA | 23504 | PC | HBCU INITIATIVE | $220,000 | |
| NUCLEAR THREAT INITIATIVE INC | |||||||
| 1776 EYE STREET SUITE 600 | WASHINGTON | DC | 20006 | PC | FUTURE PAYMENT - 2ND 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 | |
| OAKWOOD UNIVERSITY INC | |||||||
| 7000 ADVENTIST BLVD | HUNTSVILLE | AL | 35896 | PC | HBCU INITIATIVE | $100,000 | |
| RUST COLLEGE | |||||||
| 150 RUST AVENUE | HOLLY SPRINGS | MS | 38635 | PC | HBCU INITIATIVE | $345,000 | |
| SAVANNAH STATE UNIVERSITY | |||||||
| DIVISION OF UNIVERSITY ADVANCEMENT | SAVANNAH | GA | 314049707 | PC | HBCU INITIATIVE | $170,000 | |
| SELMA TO MONTGOMERY 50TH ANNIVERSARY COMMEMORATION FOUNDATION INC | |||||||
| PO BOX 1582 | SELMA | AL | 36702 | PC | 55TH ANNIVERSARY OF BLOODY SUNDAY, THE SELMA-TO-MONTGOMERY MARCH, AND THE VOTING RIGHTS ACT OF 1965 ON MARCH 1, 2020 | $25,000 | |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | PC | FUTURE PAYMENT - 1ST PAYMENT OF 5-YEAR PLEDGE TO SUPPORT THE NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE | $200,000 | |
| SPELMAN COLLEGE | |||||||
| 350 SPELMAN LANE S W | ATLANTA | GA | 30314 | PC | HBCU INITIATIVE | $500,000 | |
| STILLMAN COLLEGE | |||||||
| 3601 STILLMAN BOULEVARD | TUSCALOOSA | AL | 35401 | PC | HBCU INITIATIVE | $105,000 | |
| TALLADEGA COLLEGE | |||||||
| 627 W BATTLE ST | TALLADEGA | AL | 35160 | PC | HBCU INITIATIVE | $150,000 | |
| TENNESSEE STATE UNIVERSITY | |||||||
| 3500 JOHN A MERRITT BLVD | NASHVILLE | TN | 37209 | PC | HBCU INITIATIVE | $100,000 | |
| THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND - TULANE UNIVERSITY | |||||||
| PO BOX 61075 | NEW ORLEANS | LA | 70161 | PC | 2020 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $750 | |
| TOUGALOO COLLEGE | |||||||
| 500 WEST COUNTY LINE ROAD | TOUGALOO | MS | 39174 | PC | HBCU INITIATIVE | $280,000 | |
| TUSKEGEE UNIVERSITY | |||||||
| 1200 WEST MONTGOMERY ROAD | TUSKEGEE | AL | 36088 | PC | HBCU INITIATIVE | $350,000 | |
| UNIVERSITY OF ALABAMA ALUMNI ASSOCIATION ALUMNI HALL | |||||||
| PO BOX 870101 | TUSCALOOSA | AL | 354860017 | PC | 2020 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $600 | |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||
| 1720 SECOND AVENUE AB1230 | BIRMINGHAM | AL | 352490112 | PC | 2020 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $5,490 | |
| UNIVERSITY OF NO ALA FOUNDATION - UNIVERSITY OF NORTH ALABAMA | |||||||
| PO BOX 5113 | FLORENCE | AL | 356320001 | PC | 2020 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $4,380 | |
| UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | |||||||
| 118 COLLEGE DR 5210 | HATTIESBURG | MS | 39406 | PC | 2020 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $375 | |
| UNIVERSITY OF THE SOUTH | |||||||
| 735 UNIVERSITY AVE | SEWANEE | TN | 37375 | PC | 2020 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $1,000 | |
| UNIVERSITY OF WEST GEORGIA FOUNDATION INC | |||||||
| 1601 MAPLE STREET | CARROLLTON | GA | 30118 | PC | 2020 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $5,000 | |
| WASHINGTON & LEE UNIVERSITY | |||||||
| 204 W WASHINGTON STREET | LEXINGTON | VA | 24450 | PC | 2020 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $350 | |
| WOFFORD COLLEGE | |||||||
| 429 NORTH CHURCH STREET | SPARTANBURG | SC | 293033663 | PC | 2020 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $5,000 | |
| GROVE PARK FOUNDATION INC | |||||||
| 1566 DONALD LEE HOLLOWELL PKWY NW | ATLANTA | GA | 30318 | PC | SUPPORT THE GROVE PARK PROMISE | $750,000 | STE 105 |
| UNIVERSITY OF ALABAMA | |||||||
| PO BOX 870101 | TUSCALOOSA | AL | 354860017 | PC | PROGRAM SUPPORT | $20,651 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,455,103 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY | ||||||
| 1400 CONSTITUTION AVE NW | WASHINGTON | DC | 20560 | PC | FUTURE COMMITTMENT 5 YEAR PLEDGE OF SUPPORT | $1,000,000 |
| MOREHOUSE COLLEGE | ||||||
| 830 WESTVIEW DRIVE SW | ATLANTA | GA | 30314 | PC | HBCU TECHNOLOGY GRANT TO BE PAID IN 2021 | $350,000 |
| GEORGIA HISTORICAL SOCIETY | ||||||
| 501 WHITAKER ST | SAVANNAH | GA | 31401 | PC | FUTURE SUPPORT COMMITTMENT | $25,000 |
| EDUCATIONAL MATCHING | ||||||
| PO BOX 870101 | TUSCALOOSA | AL | 354860017 | PC | EDUCATIONAL MATCHING PROGRAM | $104,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,479,815 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,773 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,649,638 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,773,654 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PORTFOLIO INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,172 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,428,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,428,039 | 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 | $30,000,000 | 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 | $18,732,197 | EOYBookValueAmt |
| EOYFMV | $18,732,197 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN EMERGING MARKETS | $4,583,681 | $4,583,681 |
| EARNEST PARTNERS | $13,589,212 | $13,589,212 |
| BARROW | $13,289,404 | $13,289,404 |
| DRZ SVC | $6,873,694 | $6,873,694 |
| OFI DEVELOPMENT INTERNATIONAL | $33,965,575 | $33,965,575 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE FUNDS | FMV | $3,543,322 | $3,543,322 |
| HEDGE FUNDS | FMV | $3,633,893 | $3,633,893 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $41,919 | $29,718 | $29,718 |
| INTEREST RECEIVABLE | $1,014 | $5 | $5 |
| STOCK RECEIVABLE | -$1,051 | $58,561 | $58,561 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $16,875 | $0 | $16,875 |
| MISCELLANEOUS | $17,422 | $0 | $0 |
| FORM K-1 LAZARD PORTFOLIO DEDUCTIONS | $11,072 | $11,072 | $0 |
| FORM K-1 OFI INTERNATIONAL | $58 | $58 | $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 | $146 | $146 | $146 |
| OTHER PORTFOLIO INCOME | -$1,172 | -$1,172 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $4,182,835 |
| NON DIVDEND DISTRIBUTIONS | $75,880 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| STOCK PAYABLE DEPRINCE | $17,203 | $16,000 |
| MISC ACCOUNT PAYABLE | $2,655 | $6,400 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $437,926 | $437,926 | $0 |
| BANKING FEES | $3,752 | $1,752 | $2,000 |
| TAX PREP FEES | $3,900 | $1,000 | $2,900 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $72,343 | $72,343 | $0 |
| FEDERAL EXCISE TAX | $30,706 | $0 | $0 |
Comments