SOUTHERN COMPANY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN COMPANY CHARITABLE FOUNDATION INC (EIN 58-2514027)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-15
- IRS object ID
- 201402279349101150
- Schema version
- 2013v3.0
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-15T15:01:12-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1029 GREENE STREET | AddressLine1 |
| City | AUGUSTA | City |
| State | GA | State |
| ZIP Code | 30901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 4045063390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 RALPH MCGILL BLVD NE NO 10131 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 303083374 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VALERIE D SEARCY | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 4045063390 | PhoneNum |
| Signature | 2014-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH MORRISON | PreparerPersonNm |
| PTIN | P00231389 | PTIN |
| Phone | 7067243557 | PhoneNum |
| Preparation | 2014-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,933,635 | 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 | $759 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $757 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $801,607 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,087,132 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,169,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,795,806 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,049,374 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $257 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $257 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,971,687 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,137,520 | 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 | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,920 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $480 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $34,743 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,410 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $234,564 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $242,195 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $271,707 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $269,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $480 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,370,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,301,111 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,641,707 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $269,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,301,591 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $329,980 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,867,995 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $99,813 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $738,179 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $738,179 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,874,143 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,874,143 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $46,105,070 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,760,672 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,760,672 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,560,108 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,560,108 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,968,277 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,968,277 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $19,152 | OtherAssetsBOYAmt |
| Other Assets EOY | $32,256 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $32,256 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,224,035 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,933,635 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,933,635 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,245,539 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,329,868 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,245,539 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,329,868 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $43,978,496 | UnrestrictedBOYAmt |
| Unrestricted EOY | $49,603,767 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,978,496 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,603,767 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,224,035 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,933,635 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,978,496 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $329,980 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,083,598 | OtherIncreasesAmt |
| Subtotal | $50,392,074 | SubtotalAmt |
| Other Decreases | $788,307 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,603,767 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SUNTRUST - SALE OF EQUITY SECURITIES | P | $2,686,916 | $1,626,742 | $1,060,174 | $1,060,174 |
| J. P. MORGAN INTERNATIONAL EQUITY FUND, LLC (33-1081686) | P | $108,890 | $108,890 | $108,890 | |
| J. P. MORGAN INTERNATIONAL EQUITY FUND, LLC (33-1081686) - CAPITAL LOSS | P | $74,488 | $74,488 | ||
| SOUTHERN COMPANY CHARITABLE TRUST ( 61-6339943)-CAPITAL LOSS BOOK/TAX DIFF. | P | -$85,288 | -$85,288 | ||
| J. P. MORGAN INTERNATIONAL EQUITY FUND, LLC (33-1081686) - BOOK/TAX DIFFERNC | P | -$108,890 | -$108,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,049,374 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,236,626 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $43,981,177 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028117 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $863,511 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,751,226 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031116 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,084,495 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,075,106 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.178515 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $702,630 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,452,781 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.108888 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $700,130 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,313,723 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095728 | DistributionYr5Rt |
| Total Distribution | 0.442364 | TotalDistributionRt |
| Average Distribution | 0.088473 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $48,549,046 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,295,280 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,680 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,313,960 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,301,591 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,360 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,360 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,360 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,822 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $37,822 | TotalPaymentsAndCreditsAmt |
| Overpayment | $462 | OverpaymentAmt |
| Applied To ES Tax | $462 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN CARTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4045063390 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 RALPH MCGILL BLVD BIN 10131 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 303083374 | ZIPCode |
| 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRIS WOMACK | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1508 | ATLANTA | GA | 30303 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| G EDISON HOLLAND JAN - JUNE | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1502 | ATLANTA | GA | 30303 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN M CARTER | ||||||||
| 241 RALPH MCGILL BLVD BIN 10131 | ATLANTA | GA | 30308 | SECRETARY | 6.00 | $0 | $0 | $0 |
| VALERIE SEARCY | ||||||||
| 241 RALPH MCGILL BLVD BIN 10131 | ATLANTA | GA | 30308 | ASSISTANT SECRETARY | 2.00 | $0 | $0 | $0 |
| ROGER STEFFENS | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1101 | ATLANTA | GA | 30303 | TREASURER | 1.00 | $0 | $0 | $0 |
| DEKIA SCOTT | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1101 | ATLANTA | GA | 30303 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| ARTHUR P BEATTIE DIRECTORJAN-JUNE | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1503 | ATLANTA | GA | 30303 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL K ANDERSON VP JAN - JUNE | ||||||||
| 241 RALPH MCGILL BLVD BIN 10230 | ATLANTA | GA | 30308 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| KIM GREENE JUNE - PRESENT | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1501 | ATLANTA | GA | 30303 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EARNEST PARTNERS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1180 PEACHTREE STREET NE | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 303686279 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FEES | ServiceTypeTxt |
| Compensation | $109,007 | CompensationAmt |
| 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 | $48,789,588 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $466,528 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,256 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,288,372 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,288,372 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $739,326 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,549,046 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,427,452 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,427,452 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,360 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,360 | TotalTaxAmt |
| Distributable Before Adj | $2,390,092 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,390,092 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,390,092 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,301,591 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,301,591 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,301,591 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,390,092 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $337,734 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $381,421 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $783,010 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,502,165 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,301,591 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,301,591 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,088,501 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,088,501 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $413,664 | 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 | $413,664 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $413,664 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN M CARTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 RALPH MCGILL BLVD BIN 10131 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4045063390 | 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 SUSAN M. CARTER (404) 506-3390 FOR DETAIL INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT SUSAN M. CARTER AT (404) 506-3390 FOR FORM AND DETAIL INFORMATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS-METROPOLITAN ATLANTA CHAPTER | ||||||||
| 1955 MONROE DRIVE NE | ATLANTA | GA | 30324 | NONE | PC | OPERATING | $50,000 | |
| ARMY WAR COLLEGE FOUNDATION INCORPORATED | ||||||||
| 122 FORBES AVE | CARLISLE | PA | 170135248 | NONE | PC | OPERATING | $35,000 | |
| ATLANTA-FULTON COUNTY ZOO INC | ||||||||
| 800 CHEROKEE AVE SE | ATLANTA | GA | 303151440 | NONE | PC | OPERATING | $111,111 | |
| EAST LAKE FOUNDATION INC | ||||||||
| 2606 ALSTON DR SE | ATLANTA | GA | 30317 | NONE | PC | OPERATING | $125,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| P O BOX 1777 | ATLANTA | GA | 30301 | NONE | PC | OPERATING | $25,000 | |
| GEORGIA JUSTICE PROJECT INC | ||||||||
| 438 EDGEWOOD AVE NE | ATLANTA | GA | 30312 | NONE | PC | OPERATING | $5,000 | |
| GEORGIA TECH FOUNDATION INC | ||||||||
| 760 SPRING ST NW 400 | ATLANTA | GA | 303081123 | NONE | PC | OPERATING | $260,000 | |
| GEORGIA TECH FOUNDATION INC | ||||||||
| 760 SPRING ST NW 400 | ATLANTA | GA | 303081123 | NONE | PC | OPERATING | $200,000 | |
| LAND TRUST ALLIANCE INC | ||||||||
| 1660 L ST NW 1100 | WASHINGTON | DC | 20036 | NONE | PC | OPERATING | $10,000 | |
| NATIONAL PARK TRUST INC | ||||||||
| 401 E JEFFERSON ST 102 | ROCKVILLE | MD | 20850 | NONE | PC | OPERATING | $100,000 | |
| NATIONAL PARK TRUST INC | ||||||||
| 401 E JEFFERSON ST 102 | ROCKVILLE | MD | 20850 | NONE | PC | OPERATING | $50,000 | |
| SMITHSONIAN INSTITUTION | ||||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | NONE | PC | OPERATING | $200,000 | |
| THE GREATER PINEBELT COMMUNITY FOUNDATION | ||||||||
| 1507 HARDY ST STE 208 | HATTIESBURG | MS | 394014978 | NONE | PC | OPERATING | $50,000 | |
| UNIVERSITY OF RICHMOND | ||||||||
| OFFICE OF ADVANCEMENT SYSTEMS 28 | RICHMOND | VA | 23171 | NONE | PC | OPERATING | $10,000 | WESTHAMPTON |
| USHERS NEW LOOK INC | ||||||||
| 3700 CRESTWOOD PKWY NW 460 | DULUTH | GA | 300965553 | NONE | PC | OPERATING | $25,000 | |
| WEST GEORGIA HEALTH FOUNDATION INC | ||||||||
| 1514 VERNON ROAD | LAGRANGE | GA | 30240 | NONE | PC | OPERATING | $20,000 | |
| WINNING THE FIGHT | ||||||||
| 701 WARREN RD | LUTZ | FL | 335484547 | NONE | PC | OPERATING | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,301,111 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EAST LAKE FOUNDATION INC | |||||||
| 2606 ALSTON DR SE | ATLANTA | GA | 30316 | NONE | PC | OPERATING | $250,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| P O BOX 1777 | ATLANTA | GA | 30301 | NONE | PC | OPERATING | $75,000 |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING ST NW 400 | ATLANTA | GA | 303081123 | NONE | PC | OPERATING | $520,000 |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING ST NW 400 | ATLANTA | GA | 303081123 | NONE | PC | OPERATING | $600,000 |
| LAND TRUST ALLIANCE INC | |||||||
| 1660 L ST NW 1100 | WASHINGTON | DC | 20036 | NONE | PC | OPERATING | $10,000 |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | NONE | PC | OPERATING | $800,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,255,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $759 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $801,607 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,169,064 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,971,687 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,971,687 | 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 | CHERRY, BEKAERT & HOLLAND, L.L.P | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $1,920 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $480 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CAPITAL GUARDIAN - CG US CORE FIXED-INCOME TXT | BondNm |
| EOY Book Value | $4,560,108 | EOYBookValueAmt |
| EOYFMV | $4,560,108 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| J P MORGAN - CMG/MUT/TRUST FUNDS | $9,544,726 | $9,544,726 |
| EARNEST PARTNERS- ACTIVISION BLIZZ | $356,600 | $356,600 |
| EARNEST PARTNERS- AFLAC INC | $415,830 | $415,830 |
| EARNEST PARTNERS- AGILENT TECH INC | $511,279 | $511,279 |
| EARNEST PARTNERS- AMERISOURCEBERGE | $394,439 | $394,439 |
| EARNEST PARTNERS- APACHE CORP | $374,698 | $374,698 |
| EARNEST PARTNERS- AUTODECK INC | $655,908 | $655,908 |
| EARNEST PARTNERS- AUTOMATIC DATA | $488,430 | $488,430 |
| EARNEST PARTNERS- BANK OF AMERICA | $441,986 | $441,986 |
| EARNEST PARTNERS- BECTON DICKINSON | $407,708 | $407,708 |
| EARNEST PARTNERS- BOEING CO/THE | $671,531 | $671,531 |
| EARNEST PARTNERS- CF INDUSTRIES HOLDINGS INC. | $359,348 | $359,348 |
| EARNEST PARTNERS- CHUBB CORP | $390,868 | $390,868 |
| EARNEST PARTNERS- COMCAST CORP-A | $581,748 | $581,748 |
| EARNEST PARTNERS- CORNING INC | $340,006 | $340,006 |
| EARNEST PARTNERS- CUMMINS INC | $358,064 | $358,064 |
| EARNEST PARTNERS- DARDEN RESTAURANT | $479,000 | $479,000 |
| EARNEST PARTNERS- DEVON ENERGY CO | $345,544 | $345,544 |
| EARNEST PARTNERS- DUKE ENERGY CORP | $313,512 | $313,512 |
| EARNEST PARTNERS- EMC CORP/MA | $417,993 | $417,993 |
| EARNEST PARTNERS- EXELON CORP | $307,864 | $307,864 |
| EARNEST PARTNERS- EXPRESS SCRIPTS | $611,790 | $611,790 |
| EARNEST PARTNERS- EXXON MOBIL CORP | $367,457 | $367,457 |
| EARNEST PARTNERS- FREEPORT-MCMORAN | $435,897 | $435,897 |
| EARNEST PARTNERS- GENERAL DYNAMICS | $533,647 | $533,647 |
| EARNEST PARTNERS- GOLDMAN SACHS GP | $495,442 | $495,442 |
| EARNEST PARTNERS- IBM | $575,840 | $575,840 |
| EARNEST PARTNERS- INTEL CORP | $511,833 | $511,833 |
| EARNEST PARTNERS- INTERCONTINENTAL | $413,853 | $413,853 |
| EARNEST PARTNERS- INTUIT INC | $773,960 | $773,960 |
| EARNEST PARTNERS- JOHNSON CONTROLS | $618,934 | $618,934 |
| EARNEST PARTNERS- JPMORGAN CHASE | $561,700 | $561,700 |
| EARNEST PARTNERS- KIMBERLY-CLARK | $262,717 | $262,717 |
| EARNEST PARTNERS- KROGER CO | $347,469 | $347,469 |
| EARNEST PARTNERS- LOEWS CORP | $282,928 | $282,928 |
| EARNEST PARTNERS- MCKESSON CORP | $566,514 | $566,514 |
| EARNEST PARTNERS- MORGAN STANLEY | $307,485 | $307,485 |
| EARNEST PARTNERS- NORTHERN TRUST | $237,658 | $237,658 |
| EARNEST PARTNERS- OCCIDENTAL PETE | $463,137 | $463,137 |
| EARNEST PARTNERS- PROGRESSIVE CORP | $331,876 | $331,876 |
| EARNEST PARTNERS- SCHLUMBERGER LTD | $399,187 | $399,187 |
| EARNEST PARTNERS- TARGET CORP | $350,199 | $350,199 |
| EARNEST PARTNERS- TJX COS INC | $909,427 | $909,427 |
| EARNEST PARTNERS- TRANSOCEAN LTD | $365,708 | $365,708 |
| EARNEST PARTNERS- UNION PAC CORP | $636,552 | $636,552 |
| EARNEST PARTNERS- UNITEDHEALTH GRP | $567,009 | $567,009 |
| EARNEST PARTNERS- WALT DISNEY CO | $849,568 | $849,568 |
| EARNEST PARTNERS- WELLPOINT INC | $402,358 | $402,358 |
| EARNEST PARTNERS- AMERICAN TOWER C | $423,445 | $423,445 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,874,143 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,874,143 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CAPITAL GUARDIAN - CG US CORE FIXED-INCOME TXT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $6,968,277 | BookValueAmt |
| EOYFMV | $6,968,277 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID TAXES | $3,568 | ||
| RECEIVABLES - INTEREST | $39 | $5 | $5 |
| RECEIVABLES - DIVIDENDS | $15,545 | $32,251 | $32,251 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS - CAPITAL GUARDIAN | Description |
| Amount | $788,307 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $234,534 | $234,534 | $0 |
| SECRETARY OF STATE | $30 | $30 | $0 |
| J. P. MORGAN INTERNATIONAL EQUITY FUND, LLC (33-1081686) | $0 | $4,595 | $0 |
| SOUTHERN COMPANY CHARITABLE TRUST ( 61-6339943) - INVESTMENT FEES | $0 | $3,036 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EARNEST PARTNERS - OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $257 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $257 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $257 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN - EARNEST PARTNERS | $4,708,296 |
| UNREALIZED GAIN - J P MORGAN | $1,375,302 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES PAID | $34,743 | $0 | $0 |
| SOUTHERN COMPANY CHARITABLE TRUST ( 61-6339943) - FOREIGN TAXES PAID | $0 | $148 | $0 |
| J. P. MORGAN INTERNATIONAL EQUITY FUND, LLC (33-1081686) - FOREIGN TAXES | $0 | $25,262 | $0 |
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