SOUTHERN COMPANY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN COMPANY CHARITABLE FOUNDATION INC (EIN 58-2514027)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201813199349100536
- Schema version
- 2017v2.3
- 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 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 | 2018-11-15T08:45:39-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 NO 10095 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303083374 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RITA BREEN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4045066784 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF T FUCITO | PreparerPersonNm |
| PTIN | P00120748 | PTIN |
| Phone | 7709558600 | PhoneNum |
| Preparation | 2018-11-13 | 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 | 2018-11-13 | IPDt |
| IP Tm | 14:54:55 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 46AA8F74747730233DE21EC901720884B1FDD478 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C24DFE188427A4B39729FFC6B3AAF563240FADF7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,649,392 | 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 | $2,599 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,599 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,497,590 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,497,590 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,835,204 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,086,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,835,204 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,249 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,249 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,337,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,337,642 | 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 | $1,306 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,306 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $329,783 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $329,783 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $161,172 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94,672 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,239 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,332 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,907 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $523,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $431,787 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,213 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,494,724 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,433,127 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,018,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $431,787 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,458,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $319,418 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,905,855 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,226,765 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,655,389 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,655,389 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $10,000,000 | GrantsReceivableBOYAmt |
| Prepaid Expenses EOY | $51,501 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $51,501 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $41,468,517 | CorporateStockBOYAmt |
| Corporate Stock EOY | $46,823,774 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,823,774 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,312,011 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,856,792 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,856,792 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,468,084 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,822,693 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,822,693 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $33,172 | OtherAssetsBOYAmt |
| Other Assets EOY | $439,243 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $439,243 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $68,508,549 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,649,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,649,392 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $81,572 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $76,224 | AccountsPayableEOYAmt |
| Grants Payable BOY | $19,034,134 | GrantsPayableBOYAmt |
| Grants Payable EOY | $14,066,571 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $34,954 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $19,115,706 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,177,749 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $49,392,843 | UnrestrictedBOYAmt |
| Unrestricted EOY | $57,471,643 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,392,843 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,471,643 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,508,549 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,649,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,392,843 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $319,418 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,759,382 | OtherIncreasesAmt |
| Subtotal | $57,471,643 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $57,471,643 | 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 |
|---|---|---|---|---|---|---|---|
| EARNEST PARTNER | P | 2017-12-31 | 2017-12-31 | $6,523,604 | $5,737,001 | $786,603 | $786,603 |
| BARROW | P | 2017-12-31 | 2017-12-31 | $8,155,016 | $7,922,689 | $232,327 | $232,327 |
| ABERDEEN | P | 2017-12-31 | 2017-12-31 | $800,000 | $695,845 | $104,155 | $104,155 |
| DRZ SCV | P | 2017-12-31 | 2017-12-31 | $9,538,357 | $8,794,828 | $743,529 | $743,529 |
| LAZARD | P | 2017-12-31 | 2017-12-31 | $42,582 | -$42,582 | -$42,582 | |
| LAZARD | P | 2017-12-31 | 2017-12-31 | $28,974 | -$28,974 | -$28,974 | |
| CG DISTRIBUTIONS - MS PPF | P | 2017-12-31 | 2017-12-31 | $40,146 | $40,146 | $40,146 | |
| NONDIV DISTRI - MS PPF | P | 2017-12-31 | 2017-12-31 | $29,589 | $29,589 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,835,204 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,582,632 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $50,204,140 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.131117 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,286,014 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $62,633,936 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100361 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,539,070 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $63,369,898 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.024287 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,301,591 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $48,549,046 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026810 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,236,626 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $43,981,177 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.028117 | DistributionYr5Rt |
| Total Distribution | 0.310692 | TotalDistributionRt |
| Average Distribution | 0.062138 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $64,781,154 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,025,371 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $29,059 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,054,430 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,458,340 | 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 | $29,059 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,059 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,059 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $118,001 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $118,001 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $88,942 | OverpaymentAmt |
| Applied To ES Tax | $88,942 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 | ||||||||
| 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 | 2.00 | $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 |
| 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 | $89,331 |
| SUNTRUST | |||||
| 2226 SUNDOWN DR NE | ATLANTA | GA | 30345 | INVESTMENT FEES | $70,585 |
| EARNEST PARTNERS | |||||
| 1180 PEACHTREE ST NE 2300 | ATLANTA | GA | 30309 | INVESTMENT FEES | $69,647 |
| 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 | $65,337,874 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $429,795 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,767,669 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,767,669 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $986,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,781,154 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,239,058 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,239,058 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,059 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,059 | TotalTaxAmt |
| Distributable Before Adj | $3,209,999 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,209,999 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,209,999 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,458,340 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,458,340 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $29,059 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,429,281 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,209,999 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,103,589 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,101,277 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,204,866 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,458,340 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,209,999 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,248,341 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,453,207 | 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 | $10,453,207 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,103,589 | ExcessFromYear2Amt |
| Excess From Year1 | $4,101,277 | ExcessFromYear1Amt |
| Excess From Current Year | $4,248,341 | 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 (94 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 | TO SUPPORT THE ATTRACTION AND RETENTION OF EMINENT TEACHER/SCHOLARS | $5,000,000 |
| BOBBY JONES GOLF COURSE FOUNDATION INC | ||||||
| 2560 BROOKDALE DRIVE NW | ATLANTA | GA | 303053556 | PC | BOBBY JONES GOLF COURSE RENOVATION | $1,000,000 |
| THE UNIVERSITY OF TENNESSEE FOUNDATION INC | ||||||
| 1525 UNIVERSITY AVENUE ROOM 223 | KNOXVILLE | TN | 379214848 | PC | SOUTHERN COMPANY ENDOWED FACULTY FELLOW IN ENGINEERING | $250,000 |
| AMERICAN RED CROSS METROPOLITAN ATLANTA CHAPTER | ||||||
| 1955 MONROE DRIVE NE | ATLANTA | GA | 30324 | PC | MATCHING GIFT FOR RELIEF FOR VICTIMS AFFECTED BY HURRICANES HARVEY, IRMA, AND MARIA | $213,101 |
| SMITHSONIAN INSTITUTION NATIONAL MUSEUM OF AFRICAN HISTORY & CULTURE | ||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | PC | CONSTRUCTION AND DESIGN OF THE NEW NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE | $200,000 |
| ATLANTIC COUNCIL OF THE US INC | ||||||
| 1030 15TH STREET NW 12TH FLOOR | WASHINGTON | DC | 20005 | PC | PROGRAM SUPPORT FOR THE GLOBAL ENERGY CENTER | $150,000 |
| AUBURN UNIVERSITY FOUNDATION | ||||||
| 107 SAMFORD HALL | AUBURN UNIVERSITY | AL | 36849 | PC | MATCHING GIFT | $109,250 |
| UNIVERSITY OF GEORGIA FOUNDATION | ||||||
| 110 EAST CLAYTON STREET SUITE 300 | ATHENS | GA | 30602 | PC | ADDITIONAL FUNDING FOR THE RESTORATION OF LAKE HERRICK | $100,000 |
| FOUNDATION FOR PUBLIC BROADCASTING IN GEORGIA INC | ||||||
| 260 14TH STREET NW | ATLANTA | GA | 30318 | PC | TO SUPPORT A DOCUMENTARY ON THE LIFE, LEGACY, AND TIMES OF MAYNARD HOLBROOK JACKSON, JR | $100,000 |
| GEORGIA TECH FOUNDATION INC | ||||||
| 190 NORTH AVENUE | ATLANTA | GA | 30313 | PC | MATCHING GIFT | $40,800 |
| IEEE FOUNDATION INC | ||||||
| 445 HOES LN | PISCATAWAY | NJ | 088544141 | PC | IEEE PES SCHOLARSHIP PLUS INITIATIVE | $25,000 |
| SENIOR CITIZEN SERVICES OF METROPOLITAN ATLANTA INC | ||||||
| 1705 COMMERCE DRIVE NW | ATLANTA | GA | 30318 | PC | THE 30TH ANNIVERSARY OF A MEAL TO REMEMBER | $25,000 |
| THE UNIVERSITY OF MISSISSIPPI FOUNDATION | ||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | PC | TO SUPPORT GOVERNOR HALEY BARBOUR ENDOWMENT FOR THE STUDY OF AMERICAN POLITICS | $25,000 |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION INC | ||||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | PC | MATCHING GIFT | $20,750 |
| BOARD OF TRUSTEES FOR THE UNIVERSITY OF ALABAMA | ||||||
| PO BOX 870101 | TUSCALOOSA | AL | 35487 | PC | MATCHING GIFT | $18,286 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | PC | TO INVEST IN LEADERSHIP AND DEVELOPMENT TRAINING | $10,000 |
| GEORGIA COLLEGE & STATE UNIVERSITY FOUNDATION INC | ||||||
| CAMPUS BOX 96 | MILLEDGEVILLE | GA | 31061 | PC | MATCHING GIFT | $10,000 |
| POINT PARK UNIVERSITY | ||||||
| 201 WOOD STREET | PITTSBURGH | PA | 15222 | PC | MATCHING GIFT | $10,000 |
| UNIVERSITY OF TENNESSEE FOUNDATION INC | ||||||
| 600 HENLEY STREET | KNOXVILLE | TN | 37996 | PC | MATCHING GIFT | $10,000 |
| UNIVERSITY OF GEORGIA FOUNDATION | ||||||
| 394 S MILLEDGE AVE | ATHENS | GA | 306025582 | PC | MATCHING GIFT | $9,125 |
| CURATORS OF THE UNIVERSITY OF MISSOURI | ||||||
| 407 REYNOLDS ALUMNI CENTER | COLUMBIA | MO | 65211 | PC | MATCHING GIFT | $7,600 |
| EMORY UNIVERSITY | ||||||
| MAIL STOP 0970-001-9AA | ATLANTA | GA | 303224001 | PC | MATCHING GIFT | $6,150 |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||||||
| 1720 SECOND AVENUE SOUTH AB1230 | BIRMINGHAM | AL | 352940112 | PC | MATCHING GIFT | $5,500 |
| UNIVERSITY OF MONTEVALLO FOUNDATION | ||||||
| STATION 6215 | MONTEVALO | AL | 351150000 | PC | MATCHING GIFT | $5,250 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | PC | MATCHING GIFT | $5,200 |
| STANFORD UNIVERSITY BOARD OF TRUSTEES OF THE LELAND STANFORD JU | ||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | PC | MATCHING GIFT | $5,000 |
| TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION | ||||||
| 1000 N DIXIE AVE | COOKEVILLE | TN | 38505 | PC | MATCHING GIFT | $5,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 3551 TROUSDALE PKWY ATT CENTER | LOS ANGELES | CA | 900890001 | PC | MATCHING GIFT | $5,000 |
| WOFFORD COLLEGE | ||||||
| 429 NORTH CHURCH STREET | SPARTANBURG | SC | 293033612 | PC | MATCHING GIFT | $5,000 |
| MORTAR BOARD INC-UNIVERSITY OF ALABAMA-BIRMINGHAM | ||||||
| 1720 2ND AVE S AB-1230 | BIRMINGHAM | AL | 352940112 | PC | MATCHING GIFT | $4,640 |
| PURDUE RESEARCH FOUNDATION - PURDUE FOUNDATION INC | ||||||
| 403 WEST WOOD STREET | WEST LAFAYETTE | IN | 479072007 | PC | MATCHING GIFT | $3,600 |
| UNIVERSITY OF NO ALA FOUNDATION | ||||||
| UNA BOX 5113 | FLORENCE | AL | 356320001 | PC | MATCHING GIFT | $3,100 |
| MOREHOUSE SCHOOL OF MEDICINE INC | ||||||
| 720 WESTVIEW DRIVE SW | ATLANTA | GA | 303101495 | PC | MATCHING GIFT | $3,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | PC | MATCHING GIFT | $2,500 |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||
| POBOX 3429 | CHAMPAIGN | IL | 61826 | PC | MATCHING GIFT | $2,500 |
| UNIVERSITY OF KENTUCKY OFFICE OF CONTROLLER & TREASURER | ||||||
| 210 MALABU DRIVE SUITE 200 | LEXINGTON | KY | 40502 | PC | MATCHING GIFT | $2,500 |
| UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION | ||||||
| 580 MASSIE RD | CHARLOTTESVILLE | VA | 229031789 | PC | MATCHING GIFT | $2,500 |
| GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC | ||||||
| PO BOX 8053 | STATESBORO | GA | 304608033 | PC | MATCHING GIFT | $2,000 |
| MOREHOUSE COLLEGE | ||||||
| 830 WESTVIEW DR SW | ATLANTA | GA | 303143773 | PC | MATCHING GIFT | $2,000 |
| VIRGINIA TECH FOUNDATION INC | ||||||
| 902 PRICES FORK ROAD-0336 | BLACKSBURG | VA | 240610001 | PC | MATCHING GIFT | $2,000 |
| SAMFORD UNIVERSITY | ||||||
| 800 LAKESHORE DR | BIRMINGHAM | AL | 352290001 | PC | MATCHING GIFT | $1,675 |
| GEORGIA STATE UNIVERSITY FOUNDATION INC | ||||||
| POST OFFICE BOX 3963 | ATLANTA | GA | 30302 | PC | MATCHING GIFT | $1,525 |
| UNIVERSITY OF NOTRE DAME DU LAC | ||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | PC | MATCHING GIFT | $1,500 |
| GARDNER-WEBB UNIVERSITY | ||||||
| P O BOX 997/110 SOUTH MAIN STREET | BOILING SPRINGS | NC | 28017 | PC | MATCHING GIFT | $1,250 |
| RENSSELAER POLYTECHNIC INSTITUTE | ||||||
| GIFT PROCESSING CENTER | TROY | NY | 121803522 | PC | MATCHING GIFT | $1,050 |
| JACKSONVILLE STATE UNIVERSITY FOUNDATION | ||||||
| 700 PELHAM ROAD NORTH | JACKSONVILLE | AL | 362651602 | PC | MATCHING GIFT | $1,000 |
| FORT VALLEY STATE UNIVERSITY FOUNDATION INC | ||||||
| 1005 STATE COLLEGE DRIVE | FORT VALLEY | GA | 310304313 | PC | MATCHING GIFT | $1,000 |
| ROLLINS COLLEGE | ||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 32789 | PC | MATCHING GIFT | $1,000 |
| STATE UNIVERSITY COLLEGE AT ONEONTA FOUNDATION CORPORATION | ||||||
| 234 NETZER ADMINISTRATION BUILDING | ONEONTA | NY | 13820 | PC | MATCHING GIFT | $1,000 |
| UNIVERSITY OF ARKANSAS FOUNDATION INC | ||||||
| 300 UNIVERSITY HOUSE | FAYETTEVILLE | AR | 72701 | PC | MATCHING GIFT | $1,000 |
| UNIVERSITY SYSTEM OF GEORGIA FOUNDATION INC | ||||||
| 270 WASHINGTON ST SW NO 7002 | ATLANTA | GA | 303349056 | PC | MATCHING GIFT | $1,000 |
| WARREN WILSON COLLEGE | ||||||
| PO BOX 9000 | ASHEVILLE | NC | 288159000 | PC | MATCHING GIFT | $1,000 |
| ASSOCIATION OF FORMER STUDENTS OF TEXAS A & M UNIVERSITY | ||||||
| 505 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 778402918 | PC | MATCHING GIFT | $990 |
| ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND | ||||||
| PO BOX 61075 | NEW ORLEANS | LA | 70161 | PC | MATCHING GIFT | $950 |
| MILLIGAN COLLEGE | ||||||
| PO BOX 750 | MILLIGAN | TN | 376820750 | PC | MATCHING GIFT | $800 |
| UNIVERSITY OF TEXAS AT ARLINGTON | ||||||
| UTA BOX 19198 | ARLINGTON | TX | 760190198 | PC | MATCHING GIFT | $750 |
| UNIVERSITY OF ALABAMA ALUMNI ASSOCIATION ALUMNI HALL | ||||||
| PO BOX 870101 | TUSCALOOSA | AL | 354860017 | PC | MATCHING GIFT | $740 |
| UNIVERSITY OF FLORIDA FOUNDATION INC | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 326042425 | PC | MATCHING GIFT | $700 |
| NORTHWESTERN UNIVERSITY | ||||||
| 2020 RIDGE AVENUE | EVANSTON | IL | 602084305 | PC | MATCHING GIFT | $650 |
| CLEMSON UNIVERSITY FOUNDATION | ||||||
| P O BOX 1889 | CLEMSON | SC | 29633 | PC | MATCHING GIFT | $600 |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | ||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | PC | MATCHING GIFT | $600 |
| KENT STATE UNIVERSITY FOUNDATION | ||||||
| 800 E SUMMIT ST | KENT | OH | 442420001 | PC | MATCHING GIFT | $500 |
| MACALESTER COLLEGE | ||||||
| 1600 GRAND AVE | STAINT PAUL | MN | 55105 | PC | MATCHING GIFT | $500 |
| ASSOCIATION FOR COMPUTING MACHINERY | ||||||
| BOX 549003 | BIRMINGHAM | AL | 35254 | PC | MATCHING GIFT | $500 |
| UNIVERSITY OF WEST GEORGIA FOUNDATION INC | ||||||
| 1601 MAPLE STREET | CARROLLTON | GA | 30118 | PC | MATCHING GIFT | $500 |
| FISK UNIVERSITY | ||||||
| 1000 17TH AVE N | NASHVILLE | TN | 37208 | PC | MATCHING GIFT | $300 |
| HILLSDALE COLLEGE | ||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | PC | MATCHING GIFT | $250 |
| BALL STATE UNIVERSITY FOUNDATION | ||||||
| 2000 W UNIVERSITY AVE | MUNCIE | IN | 47306 | PC | MATCHING GIFT | $250 |
| HAMPTON UNIVERSITY | ||||||
| 100 E QUEEN STREET | HAMPTON | VA | 23668 | PC | MATCHING GIFT | $250 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| SUITE 300 - GAAR | PHILADELPHIA | PA | 191045099 | PC | MATCHING GIFT | $250 |
| UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | ||||||
| 118 COLLEGE DR 5210 | HATTIESBURG | MS | 39406 | PC | MATCHING GIFT | $250 |
| COLUMBIA THEOLOGICAL SEMINARY | ||||||
| 701 S COLUMBIA DR | DECATUR | GA | 300304118 | PC | MATCHING GIFT | $200 |
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 085435357 | PC | MATCHING GIFT | $200 |
| YOUNG HARRIS COLLEGE | ||||||
| PO BOX 275 | YOUNG HARRIS | GA | 30582 | PC | MATCHING GIFT | $200 |
| NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC | ||||||
| CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | PC | MATCHING GIFT | $160 |
| LOUISIANA TECH UNIVERSITY FOUNDATION INC | ||||||
| PO BOX 3183 | RUSTON | LA | 71272 | PC | MATCHING GIFT | $155 |
| AGNES SCOTT COLLEGE | ||||||
| 141 E COLLEGE AVE | DECATUR | GA | 300303767 | PC | MATCHING GIFT | $150 |
| POLYTECHNIC FOUNDATION OF KSU INC | ||||||
| 1000 CHASTAIN RD | KENNESAW | GA | 30144 | PC | MATCHING GIFT | $150 |
| UNIVERSITY OF PITTSBURGH OFFICE OF THE COMPTROLLER | ||||||
| OFFICE OF INSTITUTIONAL ADVANCEMENT | PITTSBURGH | PA | 15260 | PC | MATCHING GIFT | $150 |
| MERIDIAN COMMUNITY COLLEGE FOUNDATION | ||||||
| 910 HIGHWAY 19 NORTH | MERIDIAN | MS | 39307 | PC | MATCHING GIFT | $125 |
| GEORGIA TECH ATHLETIC ASSOCIATION | ||||||
| 150 BOBBY DODD WAY | ATLANTA | GA | 303320455 | PC | MATCHING GIFT | $120 |
| MARS HILL UNIVERSITY | ||||||
| PO BOX 370 | MARS HILL | NC | 287540370 | PC | MATCHING GIFT | $100 |
| MISSISSIPPI COLLEGE | ||||||
| OFFICE OF ADVANCEMENT | CLINTON | MS | 39058 | PC | MATCHING GIFT | $100 |
| SOUTHERN METHODIST UNIVERSITY | ||||||
| PO BOX 750402 | DALLAS | TX | 752750402 | PC | MATCHING GIFT | $100 |
| UNIVERSITY OF NORTH GEORGIA FOUNDATION INC | ||||||
| POBOX 1599 | DAHLONEGA | GA | 30533 | PC | MATCHING GIFT | $100 |
| VANDERBILT UNIVERSITY | ||||||
| VU STATION B 357727 | NASHVILLE | TN | 372350001 | PC | MATCHING GIFT | $75 |
| FLORIDA STATE UNIVERSITY | ||||||
| 222 SOUTH COPELAND STREET | TALLAHASSEE | FL | 323061470 | PC | MATCHING GIFT | $60 |
| DAVIDSON COLLEGE | ||||||
| 209 RIDGE ROAD | DAVIDSON | NC | 28035 | PC | MATCHING GIFT | $50 |
| STATE UNIVERSITY OF WEST GEORGIA FOUNDATION INC | ||||||
| 1600 MAPLE STREET | CARROLLTON | GA | 301180001 | PC | MATCHING GIFT | $50 |
| TROY UNIVERSITY FOUNDATION | ||||||
| 301 ADAMS ADMINISTRATION BUILDING | TROY | AL | 36082 | PC | MATCHING GIFT | $50 |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | PC | MATCHING GIFT | $50 |
| WASHINGTON & LEE UNIVERSITY | ||||||
| DEVELOPMENTAL BLDG | LEXINGTON | VA | 24450 | PC | MATCHING GIFT | $50 |
| PRESBYTERIAN COLLEGE | ||||||
| 503 SOUTH BROAD STREET | CLINTON | SC | 29325 | PC | MATCHING GIFT | $25 |
| SPRING HILL COLLEGE FOUNDATION | ||||||
| 4000 DAUPHIN STREET | MOBILE | AL | 36608 | PC | MATCHING GIFT | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,433,127 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,599 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,497,590 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,249 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,835,204 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,337,642 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,337,642 | 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 | $1,306 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,306 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LAZARD FIXED INCOME | BondNm |
| EOY Book Value | $13,856,792 | EOYBookValueAmt |
| EOYFMV | $13,856,792 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN EMERGING MARKETS | $2,748,924 | $2,748,924 |
| EARNEST PARTNERS | $9,018,733 | $9,018,733 |
| BARROW | $9,282,188 | $9,282,188 |
| DRZ SVC | $4,535,543 | $4,535,543 |
| OFI DEVELOPMENT INTERNATIONAL | $21,238,386 | $21,238,386 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE FUNDS | FMV | $2,613,306 | $2,613,306 |
| HEDGE FUNDS | FMV | $2,209,387 | $2,209,387 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $32,931 | $38,042 | $38,042 |
| INTEREST RECEIVABLE | $241 | $1,201 | $1,201 |
| STOCK RECEIVABLE | $0 | $400,000 | $400,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $8,800 | $0 | $8,800 |
| MISCELLANEOUS | $15,107 | $0 | $15,107 |
| FORM K-1 LAZARD PORTFOLIO DEDUCTIONS | $7,271 | $7,271 | $0 |
| FORM K-1 OFI INTERNATIONAL | $61 | $61 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EARNEST PARTNERS | $908 | $908 | $908 |
| OTHER INVESTMENT INCOME | $1,341 | $1,341 | $1,341 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $7,708,386 |
| UNREALIZED (INCOME)EXPENSE RECORDED ON BOOKS NOT ON TAX | $50,996 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $34,954 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $327,617 | $327,617 | $0 |
| BANKING FEES | $2,166 | $2,166 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $66,500 | $0 | $0 |
| FOREIGN TAXES PAID | $94,672 | $94,672 | $0 |
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