SOUTHERN COMPANY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN COMPANY CHARITABLE FOUNDATION INC (EIN 58-2514027)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-17
- IRS object ID
- 202013229349101216
- Schema version
- 2019v5.1
- 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 | 2020-11-17T13:21:54-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY JO ALEXANDER | PreparerPersonNm |
| PTIN | P00002534 | PTIN |
| Phone | 7709558600 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.192.51.169 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-15 | IPDt |
| IP Tm | 12:37:07 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A566F6A719FE53D4ADE638FF45DD23DFED1A47D7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F0BBA1239499911DC3F6AE7BBE27E557B0633B8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $105,144,858 | 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 | $40,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,394 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,394 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,172,933 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,172,933 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,590,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,703,197 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,514 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,514 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $37,596,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,187,841 | 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 | $416,714 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $412,314 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $121,397 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $104,815 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,294 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,473 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,821 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $575,405 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $529,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,221 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,606,586 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,030,536 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,181,991 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $529,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,059,757 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,414,957 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,658,239 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $649,628 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,425,049 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,425,049 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $32,821 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $66,238 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $66,238 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $39,286,149 | CorporateStockBOYAmt |
| Corporate Stock EOY | $75,337,216 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $75,337,236 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,800,051 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $21,328,752 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,328,752 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,083,453 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,945,701 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,945,701 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $66,966 | OtherAssetsBOYAmt |
| Other Assets EOY | $41,882 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $41,882 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $58,919,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,144,838 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $105,144,858 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $78,100 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $111,200 | AccountsPayableEOYAmt |
| Grants Payable BOY | $25,031,571 | GrantsPayableBOYAmt |
| Grants Payable EOY | $25,607,709 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $19,858 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,109,671 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,738,767 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $33,809,397 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $79,406,071 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,809,397 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,406,071 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $58,919,068 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,144,838 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,809,397 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,414,957 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,181,717 | OtherIncreasesAmt |
| Subtotal | $79,406,071 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $79,406,071 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| ABERDEEN | P | 2019-12-31 | 2019-12-31 | $16,886 | -$16,886 | -$16,886 | |
| BARROW | P | 2019-12-31 | 2019-12-31 | $11,844,486 | $396,693 | $396,693 | $12,241,179 |
| DEPRINCE | P | 2019-12-31 | 2019-12-31 | $7,029,309 | $155,059 | $155,059 | $7,184,368 |
| EARNEST | P | 2019-12-31 | 2019-12-31 | $6,845,788 | $192,656 | $192,656 | $7,038,444 |
| LAZARD | P | 2019-12-31 | 2019-12-31 | $167,780 | $167,780 | $167,780 | |
| OFI | P | 2019-12-31 | 2019-12-31 | $5,486,195 | -$5,486,195 | -$5,486,195 | |
| BLACKSTONE PPF | P | 2019-12-31 | 2019-12-31 | $71,426 | $0 | $0 | $71,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,590,893 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,119,660 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $64,599,703 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032812 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,429,281 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $64,781,154 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.114683 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,582,632 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $50,204,140 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.131117 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,286,014 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $62,633,936 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.100361 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,539,070 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $63,369,898 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024287 | DistributionYr5Rt |
| Total Distribution | 0.403260 | TotalDistributionRt |
| Average Distribution | 0.080652 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $90,848,887 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,327,144 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,582 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,343,726 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,059,757 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $16,582 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,582 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,582 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,821 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $72,821 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $56,239 | OverpaymentAmt |
| Applied To ES Tax | $56,239 | 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 (8 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 | ||||||||
| 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 OFFI | 1.50 | $0 | $0 | $0 |
| VALERIE D SEARCY | ||||||||
| 241 RALPH MCGILL BLVD BIN 10095 | ATLANTA | GA | 30308 | ASST SECRETARY, NON-VOTING | 1.50 | $0 | $0 | $0 |
| ROGER STEFFENS | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1216 | ATLANTA | GA | 30308 | TREASURER | 1.50 | $0 | $0 | $0 |
| DEKIA SCOTT | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1216 | ATLANTA | GA | 30308 | ASST. TREASURER | 1.50 | $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 | $122,110 |
| EARNEST PARTNERS | |||||
| 1180 PEACHTREE ST NE 2300 | ATLANTA | GA | 30309 | INVESTMENT FEES | $89,469 |
| SUNTRUST | |||||
| 2226 SUNDOWN DR NE | ATLANTA | GA | 30345 | INVESTMENT FEES | $84,867 |
| 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 | $91,436,521 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $795,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $92,232,373 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $92,232,373 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,383,486 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $90,848,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,542,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,542,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,582 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,582 | TotalTaxAmt |
| Distributable Before Adj | $4,525,862 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,525,862 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,525,862 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,059,757 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,059,757 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,582 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,043,175 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,525,862 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,049,385 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,101,277 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,248,341 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $9,399,003 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,059,757 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,525,862 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,533,895 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,932,898 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,932,898 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,049,385 | ExcessFromYear4Amt |
| Excess From Year3 | $4,101,277 | ExcessFromYear3Amt |
| Excess From Year2 | $4,248,341 | ExcessFromYear2Amt |
| Excess From Current Year | $5,533,895 | 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 (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGNES SCOTT COLLEGE | |||||||
| 141 E COLLEGE AVE | DECATUR | GA | 300303770 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $425 | |
| ANDREW J YOUNG FOUNDATION INC | |||||||
| 260 14TH ST | ATLANTA | GA | 30318 | PC | SUPPORT TO UNDERWRITE PROGRAMMATIC AND GENERAL OPERATING EXPENSES | $25,000 | |
| ASSOCIATION FOR COMPUTING MACHINERY - BIRMINGHAM-SOUTHERN COLLEGE | |||||||
| BOX 549003 | BIRMINGHAM | AL | 35254 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $1,390 | |
| ATLANTA VOLUNTEER LAWYERS FOUNDATION INC | |||||||
| 235 PEACHTREE STREET SUITE 1750 | ATLANTA | GA | 30303 | PC | 2019 ANNUAL CAMPAIGN ($25K) AND SAFE FUND ($25K) | $50,000 | |
| AUBURN UNIVERSITY FOUNDATION | |||||||
| 317 SOUTH COLLEGE STREET | AUBURN | AL | 368495149 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $120,055 | |
| BALL STATE UNIVERSITY FOUNDATION | |||||||
| 2000 W UNIVERSITY AVE | MUNCIE | IN | 47306 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $2,500 | |
| BERT'S BIG ADVENTURE INC | |||||||
| 45 OLD IVY RD NE | ATLANTA | GA | 303424518 | PC | THREE DOLLAR CAF CHARITY GOLF TOURNAMENT | $1,500 | |
| BOARD OF THE UNIVERSITY OF ALABAMA | |||||||
| PO BOX 870101 | TUSCALOOSA | AL | 35487 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $27,492 | |
| BOYS & GIRLS CLUBS OF AMERICA | |||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | PC | 2019 SPONSORSHIP SOUTHEAST YOUTH OF THE YEAR AT THE SILVER LEVEL TUESDAY, JUNE 18, 2019 | $25,000 | |
| CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION | |||||||
| 3395 NORTHEAST EXPRESSWAY | ATLANTA | GA | 30341 | PC | FIRST PAYT OF 7 YEAR PLEDGE TO SUPPORT CHILDREN'S HEALTHCARE OF ATLANTA NORTH DRUID HILLS CAMPUS $7.5M TO BE PAID BY 12/31/2025. | $1,000,000 | |
| CLARK ATLANTA UNIVERSITY INC | |||||||
| 223 JAMES P BRAWLEY DR | ATLANTA | GA | 303144358 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $5,000 | |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 296331889 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $700 | |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | |||||||
| 191 PEACHTREE NE SUITE 1000 | ATLANTA | GA | 30303 | PC | EMORY BRAIN HEALTH CENTER AND GPB "YOUR FANTASTIC MIND" DOCUMENTARY-SEASON 2 | $250,000 | |
| CORPORATION OF MERCER UNIVERSITY | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $50 | |
| CURATORS OF THE UNIVERSITY OF MISSOURI - UNIVERSITY OF MISSOURI - COLUMBIA | |||||||
| 407 REYNOLDS ALUMNI CENTER | COLUMBIA | MO | 65211 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $5,000 | |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON ROAD | ATLANTA | GA | 30322 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $6,150 | |
| ERSKINE COLLEGE | |||||||
| PO BOX 338 | DUE WEST | SC | 296390338 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $50 | |
| FLORIDA STATE UNIVERSITY | |||||||
| 325 W COLLEGE AVENUE | TALLAHASSEE | FL | 32301 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $100 | |
| GARDNER-WEBB UNIVERSITY | |||||||
| POBOX 997 | BOILING SPRINGS | NC | 28017 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $750 | |
| GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 8053 | STATESBORO | GA | 30460 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $2,100 | |
| GEORGIA STATE UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 3963 | ATLANTA | GA | 30302 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $1,100 | |
| GEORGIA TECH ALUMNI ASSOCIATION INC | |||||||
| 190 NORTH AVE NW | ATLANTA | GA | 30313 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $1,500 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 190 NORTH AVENUE | ATLANTA | GA | 30313 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $47,226 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING ST NW SUITE 102 | ATLANTA | GA | 303081123 | PC | 5TH PAYT 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. | $6,000,000 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING ST NW SUITE 102 | ATLANTA | GA | 303081123 | PC | 1ST PAYT OF A 3 YEAR PLEDGE. VALERIE HOPPE PETERSON AND G.P. "BUD" PETERSON SCHOLARSHIP ENDOWMENT FUND FOR STUDENTS WITH FINANCIAL NEED. | $500,000 | |
| GROVE PARK FOUNDATION INC | |||||||
| 1566 DONALD LEE HOLLOWELL PKWY | ATLANTA | HI | 30318 | PC | 2ND PAYT OF A 3 YEAR PLEDGE. GROVE PARK PROMISE: EQUITABLE AND THRIVING CAPITAL CAMPAIGN. PLEDGE OF $500,000 ANNUALLY FOR THREE YEARS FOR A TOTAL OF $1.5M. | $500,000 | |
| GROVE PARK FOUNDATION INC | |||||||
| 1566 DONALD LEE HOLLOWELL PKWY | ATLANTA | GA | 30318 | PC | 1ST PAYT OF A 2 YEAR PLEDGE. ADDITIONAL FUNDING FOR THE GROVE PARK PROMISE: EQUITABLE AND THRIVING CAPITAL CAMPAIGN (INCREASES TOTAL GRANT FROM $1.5M TO $2M) | $250,000 | |
| HARRIS COUNTY BOARD OF EDUCATION | |||||||
| 132 BARNES MILL ROAD | HAMILTON | GA | 31811 | PC | STEM PROGRAMS | $8,400 | |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $400 | |
| JACKSONVILLE STATE UNIVERSITY FOUNDATION | |||||||
| 700 PELHAM RD N ROCK HOUSE | JACKSONVILLE | AL | 362651602 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $1,000 | |
| KENNESAW STATE UNIVERSITY FOUNDATION INC | |||||||
| MD 9101 | KENNESAW | GA | 30144 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $6,150 | |
| KENT STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 5190 | KENT | OH | 442420001 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $1,000 | |
| LAKE BURTON CIVIC ASSOCIATION FOUNDATION INC | |||||||
| PO BOX 1988 | CLAYTON | GA | 305250050 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $40,000 | |
| LOUISIANA TECH UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 3183 | RUSTON | LA | 71272 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $100 | |
| MACALESTER COLLEGE | |||||||
| 1600 GRAND AVE | SAINT PAUL | MN | 551051801 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $500 | |
| MARION MILITARY INSTITUTE | |||||||
| 1101 WASHINGTON ST | MARION | AL | 367563213 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $50 | |
| MARS HILL UNIVERSITY | |||||||
| PO BOX 370 | MARS HILL | NC | 287540370 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $100 | |
| MERIDIAN COMMUNITY COLLEGE FOUNDATION | |||||||
| 910 HIGHWAY 19 | NORTH MERIDIAN | MS | 39307 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $200 | |
| MILLIGAN COLLEGE | |||||||
| PO BOX 750 | MILLIGAN | TN | 376820750 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $1,700 | |
| MISSISSIPPI AQUARIUM FOUNDATION | |||||||
| PO BOX 1100 | GULFPORT | MS | 395021100 | PC | CAPITAL CAMPAIGN | $500,000 | |
| MISSISSIPPI COLLEGE OFFICE OF ADVANCEMENT | |||||||
| 200 S CAPITOL STREET | CLINTON | MS | 39058 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $100 | |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $14,800 | |
| MOREHOUSE COLLEGE | |||||||
| 830 WESTVIEW DR SW | ATLANTA | GA | 303143773 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $6,080 | |
| MOREHOUSE SCHOOL OF MEDICINE INC | |||||||
| 720 WESTVIEW DRIVE SW | ATLANTA | GA | 303101495 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $1,000 | |
| MORTAR BOARD INC-UNIVERSITY OF ALABAMA-BIRMINGHAM | |||||||
| 1720 2ND AVE S AB-1230 | BIRMINGHAM | AL | 352940112 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $5,600 | |
| NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC | |||||||
| 250 WILLIAMS STREET SUITE 2322 | ATLANTA | GA | 30303 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC | |||||||
| CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $200 | |
| NORTHWESTERN UNIVERSITY | |||||||
| 2020 RIDGE AVENUE | EVANSTON | IL | 602084305 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $3,500 | |
| NUCLEAR THREAT INITIATIVE INC | |||||||
| 1776 EYE STREET SUITE 600 | WASHINGTON | DC | 20006 | PC | SAM NUNN DISTINGUISHED FELLOW PROGRAM | $100,000 | |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $2,500 | |
| PRESBYTERIAN COLLEGE | |||||||
| 503 SOUTH BROAD STREET | CLINTON | SC | 29325 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $35 | |
| PURDUE RESEARCH FOUNDATION - PURDUE FOUNDATION INC | |||||||
| 403 WEST WOOD STREET | WEST LAFAYETTE | IN | 479072007 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $5,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN GIFT AND RECORDS ADMINISTRATION | |||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $525 | |
| RENSSELAER POLYTECHNIC INSTITUTE - | |||||||
| RENSSELAR POLYTECH GIFT PROCESSING | TROY | NY | 121803522 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $550 | CTR |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 32789 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $250 | |
| ROSE HULMAN INSTITUTE OF TECHNOLOGY | |||||||
| 5500 WABASH AVENUE | TERRE HAUTE | IN | 478033920 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $500 | |
| SAMFORD UNIVERSITY | |||||||
| 800 LAKESHORE DR | BIRMINGHAM | AL | 352290001 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $425 | |
| SPELMAN COLLEGE | |||||||
| 350 SPELMAN LN SW | ATLANTA | GA | 30314 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $60 | |
| STANFORD UNIVERSITY BOARD OF TRUSTEES OF THE LELAND STANFORD JU | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $5,000 | |
| STATE UNIVERSITY OF WEST GEORGIA FOUNDATION INC | |||||||
| 1600 MAPLE STREET | CARROLLTON | GA | 301180001 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $50 | |
| TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION | |||||||
| 1000 N DIXIE AVE | COOKEVILLE | TN | 38505 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $5,000 | |
| THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND - TULANE UNIVERSITY | |||||||
| PO BOX 61075 | NEW ORLEANS | LA | 70161 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $750 | |
| THE UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | PC | FINAL PAYT OF 4 YEAR PLEDGE. GOVERNOR HALEY BARBOUR ENDOWMENT FOR THE STUDY OF AMERICAN POLITICS. | $25,000 | |
| THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | |||||||
| BOX 4486 | HOUSTON | TX | 77210 | PC | CANCER RESEARCH AND PROGRAMS AT MD ANDERSON CANCER CENTER | $100,000 | |
| TREVECCA NAZARENE UNIVERSITY | |||||||
| 333 MURFREESBORO RD | NASHVILLE | TN | 372102834 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $500 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| SUITE 300 - GAAR | PHILADELPHIA | PA | 191045099 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $750 | |
| UNIVERSITY OF ALABAMA ALUMNI ASSOCIATION ALUMNI HALL | |||||||
| PO BOX 870101 | TUSCALOOSA | AL | 354860017 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $765 | |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||
| 1720 SECOND AVENUE SOUTH AB1230 | BIRMINGHAM | AL | 352940112 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $975 | |
| UNIVERSITY OF ARKANSAS FOUNDATION INC | |||||||
| 1002 W MAPLE ST | FAYETTEVILLE | AR | 72701 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $1,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 GRANT STREET | DENVER | CO | 80203 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $250 | |
| UNIVERSITY OF DAYTON | |||||||
| 300 COLLEGE PARK | DAYTON | OH | 454697056 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $600 | |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 326042425 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $700 | |
| UNIVERSITY OF GEORGIA FOUNDATION | |||||||
| 394 S MILLEDGE AVENUE | ATHENS | GA | 30602 | PC | THE CAMPAIGN TO NAME THE UGA COLLEGE OF EDUCATION IN HONOR OF MARY FRANCES EARLY | $250,000 | |
| UNIVERSITY OF GEORGIA FOUNDATION | |||||||
| 1 DRESS PLACE STE 101 | ATHENS | GA | 306025582 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $10,475 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| POBOX 3429 | CHAMPAIGN | IL | 61826 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $2,500 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC | |||||||
| 4603 CALVERT RD | COLLEGE PARK | MD | 207403421 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $25 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK ST SE STE 500 | MINNEAPOLIS | MN | 554552010 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $100 | |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $100 | |
| UNIVERSITY OF MONTEVALLO FOUNDATION STATION | |||||||
| BOX 6215 | MONTEVALO | AL | 351150000 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $5,250 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| PO BOX 82555 | LINCOLN | NE | 685012555 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $100 | |
| UNIVERSITY OF NO ALA FOUNDATION - UNIVERSITY OF NORTH ALABAMA UNA | |||||||
| BOX 5113 | FLORENCE | AL | 356320001 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $5,030 | |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $5,200 | |
| UNIVERSITY OF NOTRE DAME DU LAC | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $1,753 | |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 730190685 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $25 | |
| UNIVERSITY OF PUGET SOUND | |||||||
| 1500 N WARNER ST | TACOMA | WA | 98416 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $300 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 900890001 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $5,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA ROSSIER SCHOOL OF EDUCATION SCHOLARSHIP | |||||||
| 3551 TROUSDALE PKWY ATT CENTER GIFT | LOS ANGELES | CA | 900890001 | PC | DONATION ON BEHALF OF SOUTHERN COMPANY BOARD OF DIRECTORS MEMBER VERONICA "RONEE" HAGEN, ON HER RETIREMENT. | $5,000 | |
| UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | |||||||
| 118 COLLEGE DR 5210 | HATTIESBURG | MS | 39406 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $250 | |
| UNIVERSITY OF TENNESSEE FOUNDAT ION INC | |||||||
| 1525 UNIVERSITY AVENUE | KNOXVILLE | TN | 37921 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $10,000 | |
| UNIVERSITY OF TEXAS AT ARLINGTON | |||||||
| UTA BOX 19198 | ARLINGTON | TX | 760190198 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $750 | |
| UNIVERSITY OF THE SOUTH | |||||||
| 735 UNIVERSITY AVENUE | SEWANEE | TN | 37375 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $1,000 | |
| UNIVERSITY OF WEST FLORIDA FOUNDATION INC | |||||||
| 11000 UNIVERSITY PKWY | PENSACOLA | FL | 325145732 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $1,000 | |
| UNIVERSITY OF WEST GEORGIA FOUNDATION INC | |||||||
| 1601 MAPLE STREET | CARROLLTON | GA | 30118 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $500 | |
| VANDERBILT UNIVERSITY VU | |||||||
| STATION B 357727 | NASHVILLE | TN | 372350001 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $2,625 | |
| VIRGINIA TECH FOUNDATION INC | |||||||
| 902 PRICES FORK ROAD-0336 | BLACKSBURG | VA | 240610001 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $2,000 | |
| WASHINGTON & LEE UNIVERSITY DEVELOPMENTAL BLDG | |||||||
| 204 W WASHINGTON STREET | LEXINGTON | VA | 24450 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $50 | |
| WESTMINSTER COLLEGE | |||||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $1,250 | |
| WOFFORD COLLEGE | |||||||
| 429 NORTH CHURCH STREET 429 NORTH | SPARTANBURG | SC | 293033612 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $5,000 | CHURCH STREET 429 NORTH CHURCH S |
| YOUNG HARRIS COLLEGE | |||||||
| PO BOX 275 | YOUNG HARRIS | GA | 30582 | PC | 2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,030,536 | 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 |
|---|---|---|---|---|---|---|
| GEORGIA TECH FOUNDATION INC | ||||||
| 760 SPRING ST NW SUITE 102 | ATLANTA | GA | 303081123 | PC | THE VALERIE HOPPE PETERSON AND G.P. "BUD" PETERSON SCHOLARSHIP ENDOWMENT | $500,000 |
| NUCLEAR THREAT INITIATIVE INC | ||||||
| 1776 EYE STREET SUITE 600 | WASHINGTON | DC | 20006 | PC | SAM NUNN DISTINGUISHED FELLOW PROGRAM | $200,000 |
| GROVE PARK | ||||||
| 1566 DONALD LEE HOLLOWELL PKWY | ATLANTA | GA | 30318 | PC | GROVE PARK PROMISE: EQUITABLE AND THRIVING CAPITAL CAMPAIGN. PLEDGE OF $500,000 ANNUALLY FOR THREE YEARS FOR A TOTAL OF $1.5M. | $250,000 |
| CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION | ||||||
| 3395 NORTHEAST EXPRESSWAY | ATLANTA | GA | 30341 | PC | 7 YEAR PLEDGE TO SUPPORT CHILDREN'S HEALTHCARE OF ATLANTA NORTH DRUID HILLS CAMPUS $7.5M TO BE PAID BY 12/31/2025. | $6,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,450,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,394 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,172,933 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,514 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,590,893 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$2,403,052 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$2,403,052 | 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 | $40,000,000 | 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 | $21,328,752 | EOYBookValueAmt |
| EOYFMV | $21,328,752 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN EMERGING MARKETS | $4,335,606 | $4,335,606 |
| EARNEST PARTNERS | $14,728,667 | $14,728,667 |
| BARROW | $14,353,428 | $14,353,428 |
| DRZ SVC | $7,263,668 | $7,263,688 |
| OFI DEVELOPMENT INTERNATIONAL | $34,655,847 | $34,655,847 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE FUNDS | FMV | $3,499,198 | $3,499,198 |
| HEDGE FUNDS | FMV | $3,446,503 | $3,446,503 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $37,184 | $41,919 | $41,919 |
| INTEREST RECEIVABLE | $757 | $1,014 | $1,014 |
| STOCK RECEIVABLE | $7,350 | -$1,051 | -$1,051 |
| OTHER RECEIVABLES | $21,675 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $6,250 | $0 | $6,250 |
| MISCELLANEOUS | $18,571 | $0 | $18,571 |
| FORM K-1 LAZARD PORTFOLIO DEDUCTIONS | $12,422 | $12,422 | $0 |
| FORM K-1 OFI INTERNATIONAL | $51 | $51 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EARNEST PARTNERS | $317 | $317 | $317 |
| BARROW | $852 | $852 | $852 |
| OFI DEV | $10,304 | $10,304 | $10,304 |
| ABERDEEN | -$1,959 | -$1,959 | -$1,959 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $19,181,717 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| STOCK PAYABLE DEPRINCE | $0 | $17,203 |
| MISC ACCOUNT PAYABLE | $0 | $2,655 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $410,356 | $410,356 | $0 |
| BANKING FEES | $3,958 | $1,958 | $2,000 |
| TAX PREP FEES | $2,400 | $0 | $2,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $104,815 | $104,815 | $0 |
| FEDERAL EXCISE TAX | $16,582 | $0 | $0 |
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