SOUTHERN COMPANY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN COMPANY CHARITABLE FOUNDATION INC (EIN 58-2514027)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349104176
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- 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 | 2019-11-15T16:43:16-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-15 | 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 | 2019-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.8.221.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 15:14:23 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 91065CC9D35D24350E77F4100237C089BE94C045 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EC9244A6DE1DF7959F4E333B42C80EAABA6ED433 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $58,919,068 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,395 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,395 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,493,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,493,316 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,753,228 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,474,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,753,228 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $131 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $131 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,248,070 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,248,070 | 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 |
| Accounting Fees Rev And Expnss | $15,206 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,706 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $342,487 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $342,487 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $86,252 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $79,572 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,544 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,240 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,304 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $482,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $442,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,804 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,050,857 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,085,856 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,533,346 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $442,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,119,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,285,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,806,065 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,655,389 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $649,628 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $649,628 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $51,501 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $32,821 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $32,821 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $46,823,774 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,286,149 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,286,149 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,856,792 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,800,051 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,800,051 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,822,693 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,083,453 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,083,453 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $439,243 | OtherAssetsBOYAmt |
| Other Assets EOY | $66,966 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $66,966 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $71,649,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,919,068 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $58,919,068 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $76,224 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $78,100 | AccountsPayableEOYAmt |
| Grants Payable BOY | $14,066,571 | GrantsPayableBOYAmt |
| Grants Payable EOY | $25,031,571 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $34,954 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,177,749 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,109,671 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $57,471,643 | UnrestrictedBOYAmt |
| Unrestricted EOY | $33,809,397 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,471,643 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,809,397 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $71,649,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $58,919,068 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,471,643 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,285,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $62,832 | OtherIncreasesAmt |
| Subtotal | $42,249,199 | SubtotalAmt |
| Other Decreases | $8,439,802 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,809,397 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| OFI | P | 2018-12-31 | 2018-12-31 | $495,000 | $328,658 | $166,342 | $166,342 |
| BARROW | P | 2018-12-31 | 2018-12-31 | $5,565,544 | $4,869,213 | $696,331 | $696,331 |
| DE PRINCE | P | 2018-12-31 | 2018-12-31 | $5,192,686 | $4,990,132 | $202,554 | $202,554 |
| EARNEST | P | 2018-12-31 | 2018-12-31 | $4,054,497 | $3,421,165 | $633,332 | $633,332 |
| CG DISTRIBUTIONS - MS PPF | P | 2018-12-31 | 2018-12-31 | $13,449 | $13,449 | $13,449 | |
| DONDIV DISTRI - MS PPF | P | 2018-12-31 | 2018-12-31 | $62,833 | $62,833 | $0 | $0 |
| ABERDEEN | P | 2018-12-31 | 2018-12-31 | $90,970 | $90,970 | $90,970 | |
| LAZARD | P | 2018-12-31 | 2018-12-31 | $49,750 | -$49,750 | -$49,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,753,228 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,429,281 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $64,781,154 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.114683 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,582,632 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $50,204,140 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.131117 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,286,014 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $62,633,936 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.100361 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,539,070 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $63,369,898 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024287 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,301,591 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $48,549,046 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026810 | DistributionYr5Rt |
| Total Distribution | 0.397258 | TotalDistributionRt |
| Average Distribution | 0.079452 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $64,599,703 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,132,576 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,061 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,160,637 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,119,660 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,121 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,121 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88,942 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $88,942 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,821 | OverpaymentAmt |
| Applied To ES Tax | $32,821 | 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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR M BEATTIE JAN 1- MAY 312018 | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1503 | ATLANTA | GA | 30308 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| 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 JAN 1- MAY 312018 | ||||||||
| 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 | 1.50 | $0 | $0 | $0 |
| VALERIE D SEARCY | ||||||||
| 241 RALPH MCGILL BLVD BIN 10095 | ATLANTA | GA | 30308 | ASST SECRETARY, NON-VOTING OFFICER | 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 | $94,469 |
| EARNEST PARTNERS | |||||
| 1180 PEACHTREE ST NE 2300 | ATLANTA | GA | 30309 | INVESTMENT FEES | $73,161 |
| SUNTRUST | |||||
| 2226 SUNDOWN DR NE | ATLANTA | GA | 30345 | INVESTMENT FEES | $71,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | 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 | $65,253,392 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $330,063 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,583,455 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,583,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $983,752 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,599,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,229,985 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,229,985 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,121 | TotalTaxAmt |
| Distributable Before Adj | $3,173,864 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,173,864 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,173,864 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,119,660 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,119,660 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,119,660 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,173,864 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $2,103,589 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,101,277 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,248,341 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,453,207 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,119,660 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,119,660 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,054,204 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,054,204 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,399,003 | 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 | $9,399,003 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,049,385 | ExcessFromYear3Amt |
| Excess From Year2 | $4,101,277 | ExcessFromYear2Amt |
| Excess From Year1 | $4,248,341 | ExcessFromYear1Amt |
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 (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| DIAN FOSSEY GORILLA FUND INTERNATIONAL | |||||||
| 800 CHEROKEE AVE SW | ATLANTA | GA | 30315 | PC | 2018 GENERAL OPERATING SUPPORT FOR OPERATIONS IN RWANDA AND CONGO | $25,000 | |
| HRJ CHARITIES INC | |||||||
| 555 BRYANT STREET NO 230 | PALO ALTO | CA | 94301 | PC | A NIGHT TO REMEMBER ALADDIN THE HIT BROADWAY MUSICAL PARTNERING WITH EMORY WINSHIP CANCER INSTITUTE. NO SCCF PARTICIPATION. FRIDAY SEPTEMBER 21, 2018 | $25,000 | |
| UNITED YOUTH ADULT CONFERENCE 2 INC | |||||||
| 1718 FAIRBURN ROAD SW | ATLANTA | GA | 30331 | PC | ARTHUR LANGFORD JR. TEEN LEADERSHIP PROGRAM | $5,000 | |
| CARE INC | |||||||
| SOUTHEAST REGIONAL HEADQUARTERS | ATLANTA | GA | 303032440 | PC | CARE'S 2018 IMPACT AWARDS DINNER (NO PARTICIPATION) | $10,000 | |
| AMERICAN RED CROSS - METROPOLITAN ATLANTA CHAPTER | |||||||
| 1955 MONROE DRIVE NE | ATLANTA | GA | 30324 | PC | DISASTER RELIEF FUND FOR HURRICANE FLORENCE AND SIGNIFICANT STORMS DURING THE 2018 HURRICANE SEASON | $100,000 | |
| HURRICANE MICHAEL EMPLOYEE DISASTER RELIEF | |||||||
| 241 RALPH MCGILL BLVD | ATLANTA | GA | 30308 | NC | DOLLAR FOR DOLLAR MATCH, UP TO $350K FOR DONATIONS MADE BY SOUTHERN COMPANY SYSTEM EMPLOYEES AND RETIREES IN SUPPORT OF SOUTHERN COMPANY EMPLOYEES SIGNIFICANTLY IMPACTED BY HURRICANE MICHAEL. | $65,734 | |
| PLANNED PARENTHOOD SOUTH ATLANTIC | |||||||
| 4822 ALBEMARLE ROAD SUITE 104 | CHARLOTTE | NC | 28205 | PC | DONATION ON BEHALF OF THE RETIREMENT OF SOTHERN COMPANY BOARD OF DIRECTORS MEMBER LINDA P. HUDSON TO SUPPORT HE CAPITAL CAMPAIGN FOR THE NEW CHARLOTTE HEALTH CENTER | $5,000 | |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | |||||||
| 191 PEACHTREE STREET NE | ATLANTA | GA | 30303 | PC | EMORY BRAIN HEALTH CENTER AND GPB "YOUR FANTASTIC MIND" DOCUMENTARY | $300,000 | |
| GROVE PARK FOUNDATION INC | |||||||
| 1566 DONALD LEE HOLLOWELL PKWY NW | ATLANTA | GA | 30318 | PC | 1ST PAYMENT 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 | STE 105 |
| THE UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | PC | 3RD PAYMENT OF A 4 YEAR PLEDGE. GOVERNOR HALEY BARBOUR ENDOWMENT FOR THE STUDY OF AMERICAN POLITICS. PLEDGE OF $25,000 ANNUALLY FOR FOUR YEARS FOR A TOTAL OF $100,000. | $25,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | PC | "FUTURE PAYMENT - FINAL PAYMENT OF A 2 YEAR PLEDGE. LEADERSHIP TRAINING, CAMP RESOURCES, ONE WAY TO PLAY DRUG FREE PROGRAMS , "2ND CHANCE CAMPS, DEVELOPMENT TRAINING | $10,000 | |
| SOUTHEAST ALABAMA SICKLE CELL ASSOCIATION INC | |||||||
| PO BOX 1079 | TUSKEGEE | AL | 360871079 | PC | IN MEMORY OF AKIRA HOLLIS. ON BEHALF OF SHANNON SAMPSON, SOUTHERN NUCLEAR SOCOMMITTED AWARD WINNER | $1,000 | |
| MARTIN LUTHER KING SR COMMUNITY RESOURCES COLLABORATIVE | |||||||
| 101 JACKSON STREET NE | ATLANTA | GA | 30312 | PC | MULTIFAITH INITIATIVE TO END MASS INCARCERATION | $100,000 | |
| HIGHWAY TO HOPE INC | |||||||
| PO BOX 553 | HAZLEHURST | GA | 315390553 | PC | ON BEHALF OF JEFF BULLARD, SOUTHERN NUCLEAR SOCOMMITTED AWARD WINNER | $1,000 | |
| GIRLS INCORPORATED OF CENTRAL ALABAMA | |||||||
| 5201 8TH AVE S | BIRMINGHAM | AL | 352124102 | PC | ON BEHALF OF NATALIE MILLS, SOUTHERN COMPANY SERVICES SOCOMMITTED AWARD WINNER | $1,000 | |
| THE UNIVERSITY OF TENNESSEE FOUNDATION INC | |||||||
| 1525 UNIVERSITY AVENUE ROOM 223 | KNOXVILLE | TN | 379214848 | PC | ON BEHALF OF RETIRING EVP AND CFO ARTHUR P. BEATTIE | $25,000 | |
| BOYS & GIRLS CLUBS OF HAWK-HOUSTON | |||||||
| 329 CHICKASAW ST | DOTHAN | AL | 363034446 | PC | ON BEHALF OF SAMANTHA BOSWELL, SOUTHERN NUCLEAR SOCOMMITTED AWARD WINNER | $1,000 | |
| UNIVERSITY OF ALABAMA | |||||||
| UAB COMPREHENSIVE CANCER CENTER | BIRMINGHAM | AL | 352943300 | PC | ON BEHALF OF TODD HUMPHRIES, ALABAMA POWER SOCOMMITTED AWARD WINNER | $1,000 | |
| THE GREATER PINEBELT COMMUNITY FOUNDATION | |||||||
| 1501 ADELINE ST | HATTIESBURG | MS | 394014978 | PC | ON BEHALF OF WARREN A. HOOD, JR. SOUTHERN COMPANY BOARD MEMBER | $5,000 | |
| NATIONAL URBAN TECHNOLOGY CENTER INC | |||||||
| C/O GSM SERVICES URBAN TECH | LONG ISLAND | NY | 11101 | PC | MARYJO - 11/07/19 07:48PM WORKSHEET PRIVATE FOUNDATION | $5,000 | DONATIONS |
| UNITED NATIONS FOUNDATION | |||||||
| 1750 PENNSYLVANIA AVE NW SUITE 300 | WASHINGTON | DC | 200064500 | PC | OPERATING EXPENSES IN HONOR OF TED TURNER | $5,000 | |
| ATLANTA HISTORICAL SOCIETY INC | |||||||
| 130 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30305 | PC | REQUEST TO SOUTHERN COMPANY CHARITABLE FOUNDATION, INC. TO SUPPORT ATLANTA HISTORY CENTER CYCLORAMA STREETSCAPE IMPROVEMENTS | $50,000 | |
| THE UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | PC | SENATOR THAD COCHRAN SCHOLARSHIP ENDOWMENT | $250,000 | |
| ATLANTA VOLUNTEER LAWYERS FOUNDATION INC | |||||||
| 235 PEACHTREE STREET SUITE 1750 | ATLANTA | GA | 30303 | PC | STANDING WITH OUR NEIGHBORS | $25,000 | |
| PURPOSE BUILT COMMUNITIES FOUNDATION INC | |||||||
| 3445 PEACHTREE RD NE SUITE 175 | ATLANTA | GA | 303261234 | PC | TO SUPPORT WORK IN COMMUNITY REVITALIZATION, INCLUDING EDUCATION, IN ATLANTA AND ACROSS THE COUNTRY | $250,000 | |
| AGNES SCOTT COLLEGE | |||||||
| 141 E COLLEGE AVE | DECATUR | GA | 300303770 | PC | EDUCATIONAL MATCHING GIFT | $549 | |
| ALASKA BIBLE COLLEGE | |||||||
| 248 E ELMWOOD AVE | PALMER | AK | 99645 | PC | EDUCATIONAL MATCHING GIFT | $5,000 | |
| BIRMINGHAM-SOUTHERN COLLEGE | |||||||
| BOX 549003 | BIRMINGHAM | AL | 35254 | PC | EDUCATIONAL MATCHING GIFT | $975 | |
| ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY | |||||||
| 698 MILLS RD | WEST POINT | NY | 10996 | PC | EDUCATIONAL MATCHING GIFT | $50 | |
| AUBURN UNIVERSITY FOUNDATION | |||||||
| 317 SOUTH COLLEGE STREET | AUBURN | AL | 368495149 | PC | EDUCATIONAL MATCHING GIFT | $84,230 | |
| BALL STATE UNIVERSITY FOUNDATION | |||||||
| 2000 W UNIVERSITY AVE | MUNCIE | IN | 47306 | PC | EDUCATIONAL MATCHING GIFT | $2,500 | |
| BOARD OF THE UNIVERSITY OF ALABAMA | |||||||
| PO BOX 870101 | TUSCALOOSA | AL | 35487 | PC | EDUCATIONAL MATCHING GIFT | $19,717 | |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 6 PPG PLACE | PITTSBURGH | PA | 152225409 | PC | EDUCATIONAL MATCHING GIFT | $9,500 | |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 296331889 | PC | EDUCATIONAL MATCHING GIFT | $100 | |
| COLLEGE HEIGHTS FOUNDATION INC | |||||||
| 1906 COLLEGE HEIGHTS BOULEVARD | BOWLING GREEN | KY | 42101 | PC | EDUCATIONAL MATCHING GIFT | $1,000 | |
| CORPORATION OF MERCER UNIVERSITY | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | PC | EDUCATIONAL MATCHING GIFT | $550 | |
| UNIVERSITY OF MISSOURI - COLUMBIA | |||||||
| 407 REYNOLDS ALUMNI CENTER | COLUMBIA | MO | 65211 | PC | EDUCATIONAL MATCHING GIFT | $6,500 | |
| DAVIDSON COLLEGE | |||||||
| BOX 7174 | DAVIDSON | NC | 280357174 | PC | EDUCATIONAL MATCHING GIFT | $50 | |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON ROAD | ATLANTA | GA | 30322 | PC | EDUCATIONAL MATCHING GIFT | $6,025 | |
| GARDNER-WEBB UNIVERSITY | |||||||
| POBOX 997 | BOILING SPRINGS | NC | 28017 | PC | EDUCATIONAL MATCHING GIFT | $1,500 | |
| GEORGIA COLLEGE & STATE UNIVERSITY FOUNDATION INC | |||||||
| CAMPUS BOX 113 | MILLEDGEVILLE | GA | 31061 | PC | EDUCATIONAL MATCHING GIFT | $5,000 | |
| GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 8053 | STATESBORO | GA | 30460 | PC | EDUCATIONAL MATCHING GIFT | $2,200 | |
| GEORGIA STATE UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 3963 | ATLANTA | GA | 30302 | PC | EDUCATIONAL MATCHING GIFT | $1,650 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 190 NORTH AVENUE | ATLANTA | GA | 30313 | PC | EDUCATIONAL MATCHING GIFT | $49,701 | |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | PC | EDUCATIONAL MATCHING GIFT | $100 | |
| JACKSONVILLE STATE UNIVERSITY FOUNDATION | |||||||
| 700 PELHAM RD N ROCK HOUSE | JACKSONVILLE | AL | 362651602 | PC | EDUCATIONAL MATCHING GIFT | $1,250 | |
| KENNESAW STATE UNIVERSITY FOUNDATION INC | |||||||
| MD 9101 | KENNESAW | GA | 30144 | PC | EDUCATIONAL MATCHING GIFT | $3,150 | |
| LINCOLN UNIVERSITY | |||||||
| 1570 BALTIMORE PIKE | LINCOLN UNIVERSITY | PA | 19352 | PC | EDUCATIONAL MATCHING GIFT | $1,000 | |
| MACALESTER COLLEGE | |||||||
| 1600 GRAND AVE | SAINT PAUL | MN | 551051801 | PC | EDUCATIONAL MATCHING GIFT | $1,000 | |
| MARION MILITARY INSTITUTE | |||||||
| 1101 WASHINGTON | ST MARION | AL | 367563213 | PC | EDUCATIONAL MATCHING GIFT | $50 | |
| MARS HILL UNIVERSITY | |||||||
| PO BOX 370 | MARS HILL | NC | 287540370 | PC | EDUCATIONAL MATCHING GIFT | $100 | |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | PC | EDUCATIONAL MATCHING GIFT | $8,900 | |
| MOREHOUSE COLLEGE | |||||||
| 830 WESTVIEW DR SW | ATLANTA | GA | 303143773 | PC | EDUCATIONAL MATCHING GIFT | $2,000 | |
| MOREHOUSE COLLEGE | |||||||
| 830 WESTVIEW DR SW | ATLANTA | GA | 303143773 | PC | EDUCATIONAL MATCHING GIFT | $2,000 | |
| MOREHOUSE SCHOOL OF MEDICINE INC | |||||||
| 720 WESTVIEW DRIVE SW | ATLANTA | GA | 303101495 | PC | EDUCATIONAL MATCHING GIFT | $1,000 | |
| MORTAR BOARD INC-UNIVERSITY OF ALABAMA-BIRMINGHAM | |||||||
| 1720 2ND AVE S AB-1230 | BIRMINGHAM | AL | 352940112 | PC | EDUCATIONAL MATCHING GIFT | $2,650 | |
| NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC | |||||||
| BOX 7474 | RALEIGH | NC | 276957474 | PC | EDUCATIONAL MATCHING GIFT | $250 | |
| NORTHWESTERN UNIVERSITY | |||||||
| 2020 RIDGE AVENUE | EVANSTON | IL | 602084305 | PC | EDUCATIONAL MATCHING GIFT | $3,750 | |
| OGLETHORPE UNIVERSITY INC | |||||||
| 4484 PEACHTREE ROAD NE | ATLANTA | GA | 30319 | PC | EDUCATIONAL MATCHING GIFT | $500 | |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | PC | EDUCATIONAL MATCHING GIFT | $2,500 | |
| POINT PARK UNIVERSITY | |||||||
| 201 WOOD STREET | PITTSBURGH | PA | 15222 | PC | EDUCATIONAL MATCHING GIFT | $5,000 | |
| PRESBYTERIAN COLLEGE | |||||||
| 503 SOUTH BROAD STREET | CLINTON | SC | 29325 | PC | EDUCATIONAL MATCHING GIFT | $1,030 | |
| PURDUE RESEARCH FOUNDATION - PURDUE FOUNDATION INC | |||||||
| 403 WEST WOOD STREET | LAFAYETTE | IN | 479072007 | PC | EDUCATIONAL MATCHING GIFT | $5,000 | |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 32789 | PC | EDUCATIONAL MATCHING GIFT | $1,000 | |
| ROSE HULMAN INSTITUTE OF TECHNOLOGY | |||||||
| 5500 WABASH AVENUE | TERRE HAUTE | IN | 478033920 | PC | EDUCATIONAL MATCHING GIFT | $400 | |
| SAMFORD UNIVERSITY | |||||||
| 800 LAKESHORE DR | BIRMINGHAM | AL | 352290001 | PC | EDUCATIONAL MATCHING GIFT | $400 | |
| SAMFORD UNIVERSITY | |||||||
| 800 LAKESHORE DR | BIRMINGHAM | AL | 352290001 | PC | EDUCATIONAL MATCHING GIFT | $1,000 | |
| SPELMAN COLLEGE | |||||||
| 350 SPELMAN LN SW | ATLANTA | GA | 30314 | PC | EDUCATIONAL MATCHING GIFT | $240 | |
| STATE UNIVERSITY OF WEST GEORGIA FOUNDATION INC | |||||||
| 1600 MAPLE STREET | CARROLLTON | GA | 301180001 | PC | EDUCATIONAL MATCHING GIFT | $1,000 | |
| TREVECCA NAZARENE UNIVERSITY | |||||||
| 333 MURFREESBORO RD | NASHVILLE | TN | 372102834 | PC | EDUCATIONAL MATCHING GIFT | $1,000 | |
| TREVECCA NAZARENE UNIVERSITY | |||||||
| 333 MURFREESBORO RD | NASHVILLE | TN | 372102834 | PC | EDUCATIONAL MATCHING GIFT | $1,250 | |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 085435357 | PC | EDUCATIONAL MATCHING GIFT | $200 | |
| TULANE UNIVERSITY | |||||||
| PO BOX 61075 | NEW ORLEANS | LA | 70161 | PC | EDUCATIONAL MATCHING GIFT | $750 | |
| UNIVERSITY OF ALABAMA ALUMNI ASSOCIATION ALUMNI HALL | |||||||
| PO BOX 870101 | TUSCALOOSA | AL | 354860017 | PC | EDUCATIONAL MATCHING GIFT | $865 | |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||
| 1720 SECOND AVENUE SOUTH AB1230 | BIRMINGHAM | AL | 352940112 | PC | EDUCATIONAL MATCHING GIFT | $6,015 | |
| UNIVERSITY OF ARKANSAS FOUNDATION INC | |||||||
| 535 RESEARCH CENTER BLVD STE 120 | FAYETTEVILLE | AR | 72701 | PC | EDUCATIONAL MATCHING GIFT | $3,500 | |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 4740 WALNUT STREET | BOULDER CO | CO | 803012538 | PC | EDUCATIONAL MATCHING GIFT | $250 | |
| UNIVERSITY OF DAYTON | |||||||
| 300 COLLEGE PARK | DAYTON | OH | 454697056 | PC | EDUCATIONAL MATCHING GIFT | $600 | |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 326042425 | PC | EDUCATIONAL MATCHING GIFT | $525 | |
| UNIVERSITY OF GEORGIA FOUNDATION | |||||||
| 394 S MILLEDGE AVE | ATHENS | GA | 306025582 | PC | EDUCATIONAL MATCHING GIFT | $9,895 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| POBOX 3429 | CHAMPAIGN | IL | 61826 | PC | EDUCATIONAL MATCHING GIFT | $2,500 | |
| UNIVERSITY OF KENTUCKY OFFICE OF CONTROLLER & TREASURER | |||||||
| 210 MALABU DRIVE SUITE 200 | LEXINGTON | KY | 40502 | PC | EDUCATIONAL MATCHING GIFT | $2,500 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK ST SE STE 500 | MINNEAPOLIS | MN | 554552010 | PC | EDUCATIONAL MATCHING GIFT | $75 | |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | PC | EDUCATIONAL MATCHING GIFT | $100 | |
| UNIVERSITY OF MONTEVALLO FOUNDATION | |||||||
| STATION 6215 | MONTEVALO | AL | 351150000 | PC | EDUCATIONAL MATCHING GIFT | $5,500 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| PO BOX 82555 | LINCOLN | NE | 685012555 | PC | EDUCATIONAL MATCHING GIFT | $100 | |
| UNIVERSITY OF NORTH ALA FOUNDATION | |||||||
| BOX 5113 | FLORENCE | AL | 356320001 | PC | EDUCATIONAL MATCHING GIFT | $2,830 | |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | PC | EDUCATIONAL MATCHING GIFT | $200 | |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | PC | EDUCATIONAL MATCHING GIFT | $1,500 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKWY ATT CENTER | LOS ANGELES | CA | 900890001 | PC | EDUCATIONAL MATCHING GIFT | $5,000 | |
| UNIVERSITY OF TEXAS AT ARLINGTON | |||||||
| BOX 19198 | ARLINGTON | TX | 760190198 | PC | EDUCATIONAL MATCHING GIFT | $750 | |
| VANDERBILT UNIVERSITY | |||||||
| VANDERBILT UNIVERSITY VU STATION B | NASHVILLE | TN | 372350001 | PC | EDUCATIONAL MATCHING GIFT | $100 | 357727 |
| VIRGINIA TECH FOUNDATION INC | |||||||
| 902 PRICES FORK ROAD-0336 | BLACKSBURG | VA | 240610001 | PC | EDUCATIONAL MATCHING GIFT | $2,000 | |
| WASHINGTON & LEE UNIVERSITY | |||||||
| DEVELOPMENTAL BLDG | LEXINGTON | VA | 24450 | PC | EDUCATIONAL MATCHING GIFT | $50 | |
| WOFFORD COLLEGE | |||||||
| 429 NORTH CHURCH STREET | SPARTANBURG | SC | 293033612 | PC | EDUCATIONAL MATCHING GIFT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,085,856 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING ST NW | ATLANTA | GA | 303081123 | PC | PLEDGE AUTHORIZING UP TO $30M TO SUPPORT BOTH CURRENT OPERATIONS AND FOR A PERMANENT ENDOWMENT, DIRECTED TOWARD THE ATTRACTION AND RETENTION OF EMINENT TEACHER/SCHOLARS. | $15,000,000 | |
| GROVE PARK FOUNDATION INC | |||||||
| 1566 DONALD LEE HOLLOWELL PKWY NW | ATLANTA | GA | 30138 | PC | GROVE PARK PROMISE: EQUITABLE AND THRIVING CAPITAL CAMPAIGN PLEDGE OF $500,000 ANNUALLY BEGINNING IN 2018 | $1,000,000 | STE 105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $16,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,395 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,493,316 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,753,228 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,248,070 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,248,070 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $15,206 | Amt |
| Net Investment Income | $7,706 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LAZARD FIXED INCOME | BondNm |
| EOY Book Value | $13,800,051 | EOYBookValueAmt |
| EOYFMV | $13,800,051 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN EMERGING MARKETS | $2,372,110 | $2,372,110 |
| EARNEST PARTNERS | $8,007,219 | $8,007,219 |
| BARROW | $8,147,127 | $8,147,127 |
| DRZ SVC | $3,889,621 | $3,889,621 |
| OFI DEVELOPMENT INTERNATIONAL | $16,870,072 | $16,870,072 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE FUNDS | FMV | $2,821,438 | $2,821,438 |
| HEDGE FUNDS | FMV | $2,262,015 | $2,262,015 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $38,042 | $37,184 | $37,184 |
| INTEREST RECEIVABLE | $1,201 | $757 | $757 |
| STOCK RECEIVABLE | $400,000 | $7,350 | $7,350 |
| OTHER RECEIVABLES | $21,675 | $21,675 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $8,439,802 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $15,050 | $0 | $15,050 |
| MISCELLANEOUS | $13,829 | $2,575 | $11,254 |
| FORM K-1 LAZARD PORTFOLIO DEDUCTIONS | $8,354 | $8,354 | $0 |
| FORM K-1 OFI INTERNATIONAL | $76 | $76 | $0 |
| FORM K-1 ABERDEEN PORTFOLIO EXPENSE | $1,235 | $1,235 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EARNEST PARTNERS | Desc |
| Revenue And Expenses Per Books | $131 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $131 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME PER BOOKS NOT REPORTABLE ON TAX | Desc |
| Amt | $62,832 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK PAYABLE | Desc |
| BOY Book Value | $34,954 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $341,034 | $341,034 | $0 |
| BANKING FEES | $1,453 | $1,453 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $79,572 | $79,572 | $0 |
| FEDERAL EXCISE TAX | $6,680 | $0 | $0 |
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