SOUTHERN COMPANY GAS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN COMPANY GAS CHARITABLE FOUNDATION INC (EIN 58-2399946)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202431349349102728
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T18:25:16-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582399946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN COMPANY GAS CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 4045843094 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4569 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ANDERSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4045843094 | PhoneNum |
| Signature | 2024-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | ANDERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY JO ALEXANDER | PreparerPersonNm |
| PTIN | P00002534 | PTIN |
| Phone | 7709558600 | PhoneNum |
| Preparation | 2024-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $106,899,977 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,948 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23,819 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,819 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,706,663 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,706,663 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$315,827 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,503,481 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,615,603 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,730,482 | 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 | $7,802 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $272,902 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $272,619 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $286 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,109 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $111,919 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $80,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $395,732 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $276,119 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $83,786 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,628,617 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,628,617 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,024,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $276,119 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,712,403 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,408,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,454,363 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,318,087 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,829,345 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,829,345 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $18,739,161 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $22,303,532 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $22,303,532 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $75,871,036 | CorporateStockBOYAmt |
| Corporate Stock EOY | $82,526,486 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $82,526,486 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $232,260 | OtherAssetsBOYAmt |
| Other Assets EOY | $240,614 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $240,614 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $96,160,544 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,899,977 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,899,977 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $96,160,544 | CapitalStockBOYAmt |
| Capital Stock EOY | $106,899,977 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,160,544 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $106,899,977 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,160,544 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $106,899,977 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,160,544 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,408,746 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,148,179 | OtherIncreasesAmt |
| Subtotal | $106,899,977 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $106,899,977 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| TRUIST-RHUMBLINE | P | $15,965,301 | $15,642,850 | $322,451 | $322,451 |
| TRUIST-GARCIA | P | $20,565,242 | $21,205,399 | -$640,157 | -$640,157 |
| TRUIST-CASH ACCT | P | $5,878,797 | $5,878,787 | $10 | $10 |
| TRUIST-PE HOLDING | P | $1,094,141 | $1,092,272 | $1,869 | $1,869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$315,827 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,216 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,216 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,773 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,773 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,443 | TaxDueAmt |
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 | SCGFOUNDATION@SOUTHERNCO.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4045843411 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4569 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30302 | 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 (18 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 |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY S GREENE | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | CHAIR | 1.00 | $0 | $0 | $0 |
| JIM KERR | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | CHAIR | 1.00 | $0 | $0 | $0 |
| H BRYAN BATSON | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| SERENA LEVY | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | PRESIDENT AND EXECUTIVE DIRECTOR | 20.00 | $0 | $0 | $0 |
| JAMES D ANDERSON | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | TREASURER | 1.00 | $0 | $0 | $0 |
| BARBARA P CHRISTOPHER | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MICHAEL A BRASWELL | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FREDIE V CARMICHAEL | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PEDRO P CHERRY | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WENDELL DALLAS | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT S DUVALL | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDSAY R HILL | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID P POROCH | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID E SLOVENSKY | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JACK D SUTTON JR | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GRACE KOLVEREID | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIN HARRIS | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAVIER MONTALVO | ||||||||
| PO BOX 4569 | ATLANTA | GA | 30302 | 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 |
|---|---|---|---|---|---|
| BLACKBAUD | |||||
| 65 FAIRCHILD STREET | CHARLESTON | SC | 29492 | SOFTWARE | $59,611 |
| BOKF NA | |||||
| 1 WILLIAMS CTR | TULSA | OK | 74172 | CUSTODIAN FEES | $58,421 |
| TRUIST BANK | |||||
| 214 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | INVEST MANAGEMENT & FEES | $52,843 |
| 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 | $100,508,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $921,865 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $101,430,685 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $101,430,685 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,521,460 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,909,225 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,995,461 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,995,461 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,216 | TotalTaxAmt |
| Distributable Before Adj | $4,975,245 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,975,245 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,975,245 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,712,403 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,712,403 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,975,245 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $454,238 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $454,238 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,712,403 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,712,403 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $262,842 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $262,842 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $191,396 | 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 | $191,396 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $191,396 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTINE SEDBERRY SOUTHERN COMPANY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4569 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4045843411 | RecipientPhoneNum |
| Recipient Email Address | SCGFOUNDATION@SOUTHERNCO.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE ATTACHMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (154 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 100 BLACK IN CHICAGO INC | |||||||
| 308 S JEFFERSON STREET STE 323 | CHICAGO | IL | 60661 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $10,000 | |
| 100 BLACK MEN OF VIRGINIA | |||||||
| PO BOX 8226 | CHARLOTTESVILLE | VA | 22906 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $5,000 | |
| 4 SARAHNET | |||||||
| PO BOX 82685 | CONYERS | GA | 30012 | PC | COMMUNITY SUPPORT | $6,500 | |
| 48 IN 48 | |||||||
| 2097 ABBEY LANE NE | ATLANTA | GA | 30345 | PC | COMMUNITY SUPPORT | $10,000 | |
| ACCESS COLLEGE FOUNDATION | |||||||
| 7300 NEWPORT AVENUE SUITE 500 | NORFOLK | VA | 23505 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $10,000 | |
| AEROTROPOLIS ATLANTA ALLIANCE | |||||||
| 3800 CAMP CREEK PARKWAY BLDG 1400 | ATLANTA | GA | 30331 | PC | ECONOMIC DEVELOPMENT | $50,000 | STE 132 |
| AGAPE COMMUNITY CENTER | |||||||
| 2210 MARIETTA BLVD NW | ATLANTA | GA | 30318 | PC | SIGNATURE | $50,000 | |
| AGNES SCOTT COLLEGE | |||||||
| 141 E COLLEGE AVE | DECATUR | GA | 30030 | PC | EDUCATIONAL MATCHING | $250 | |
| AID ATLANTA | |||||||
| 1605 PEACHTREE STREET NE | ATLANTA | GA | 30309 | PC | HEALTH & WELLNESS | $5,000 | |
| ALIVE CENTERS FOR TEENS | |||||||
| 500 W 5TH AVE | NAPERVILLE | IL | 60563 | PC | ARTS & EDUCATION | $5,000 | |
| ALLIANCE THEATRE | |||||||
| 1280 PEACHTREE STREET NE SUITE 4074 | ATLANTA | GA | 30309 | PC | ARTS & EDUCATION | $50,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 2141 W WHITE OAKS DRIVE STE A | SPRINGFIELD | IL | 62704 | PC | HEALTH & WELLNESS | $50,000 | |
| AMERICAN HEART ASSOCIATION OF CHATTANOOGA | |||||||
| 519 EAST 4TH STREET | CHATTANOOGA | TN | 37403 | PC | HEALTH & WELLNESS | $3,000 | |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2200 W HARRISON STREET | CHICAGO | IL | 60612 | PC | SIGNATURE | $7,500 | |
| AMERICAN SECOND HARVEST FOODBANK OF COASTAL GEORGIA | |||||||
| 134 INDIGO DR | BRUNSWICK | GA | 31525 | PC | HEALTH & WELLNESS | $12,000 | |
| AMERICA'S 2ND HARVEST OF COASTAL GEORGIA (J COURSEY LUMINARY AWARD RECIPIEN | |||||||
| 134 INDIGO DR | BRUNSWICK | GA | 31525 | PC | COMMUNITY SUPPORT | $5,000 | |
| AN ACHIEVABLE DREAM | |||||||
| 10858 WARWICK BLVD SUITE A | NEWPORT NEWS | VA | 23601 | PC | SIGNATURE | $50,000 | |
| ARTS ALLIANCE | |||||||
| 101 W MAIN STREET SUITE 4500 | NORFOLK | VA | 23510 | PC | ARTS & EDUCATION | $6,000 | |
| ASIAN AMERICANS ADVANCING JUSTICE | |||||||
| 5680 OAKBROOK PARKWAY SUITE 148 | NORCROSS | GA | 30093 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $25,000 | |
| ASPIRATIONS SCHOLARSHIP PROGRAM (GRASP) | |||||||
| 4551 COX ROAD SUITE 115 | GLEN ALLEN | VA | 23060 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $10,000 | |
| ATLANTA BOTANICAL GARDEN | |||||||
| 1345 PIEDMONT AVENUE NE | ATLANTA | GA | 30309 | PC | COMMUNITY SUPPORT | $150,000 | |
| ATLANTA BUSINESS LEAGUE | |||||||
| 931 MARTIN LUTHER KING DRIVE SW | ATLANTA | GA | 30314 | PC | SIGNATURE | $100,000 | |
| ATLANTA HUMANE SOCIETY | |||||||
| 981 HOWELL MILL ROAD NW | ATLANTA | GA | 30318 | PC | SIGNATURE | $10,000 | |
| ATLANTAFULTON COUNTY ZOO INC | |||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | PC | SIGNATURE | $25,000 | |
| AUBURN UNIVERSITY FOUNDATION | |||||||
| 317 S COLLEGE ST | AUBURN | GA | 36849 | PC | EDUCATIONAL MATCHING | $2,000 | |
| AUGUSTANA COLLEGE | |||||||
| 639 38TH ST | ROCK ISLAND | IL | 61201 | PC | EDUCATIONAL MATCHING | $50 | |
| BCM GEORGIA | |||||||
| 2847 PIEDMONT ROAD NE MURRAY | ATLANTA | GA | 30305 | PC | HEALTH & WELLNESS | $50,000 | BUILDING |
| BLACK GIRLS GOLF | |||||||
| PO BOX 18182 | ATLANTA | GA | 30316 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $30,000 | |
| BOY SCOUTS OF AMERICA | |||||||
| 1800 CIRCLE 75 PARKWAY SE | ATLANTA | GA | 30339 | PC | COMMUNITY SUPPORT | $25,000 | |
| BOYS & GIRLS CLUB OF BELLWOOD | |||||||
| 777 DONALD LEE HOLLOWELL PKWY NW | ATLANTA | GA | 30318 | PC | SIGNATURE | $50,000 | |
| BOYS & GIRLS CLUB OF JACKSON COUNTY | |||||||
| 412 GORDON ST | JEFFERSON | GA | 30549 | PC | COMMUNITY SUPPORT | $20,000 | |
| BOYS & GIRLS CLUBS | |||||||
| 1040 N SECOND STREET STE 1 | ROCKFORD | IL | 61107 | PC | ARTS & EDUCATION | $5,000 | |
| BOYS AND GIRLS CLUB | |||||||
| 1275 PEACHTREE STREET NE SUITE 500 | ATLANTA | GA | 30303 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $25,000 | |
| BOYS AND GIRLS CLUB OF AMERICA SOUTH EAST | |||||||
| 1300 DIAMOND SPRINGS ROAD SUITE 300 | VIRGINIA BEACH | VA | 23455 | PC | SIGNATURE | $50,000 | |
| CELEBRATE FREEDOM FOUNDATION | |||||||
| 2533B AIRPORT BLVD | WEST COLUMBIA | SC | 29170 | PC | ARTS & EDUCATION | $28,000 | |
| CENTRAL OUTREACH & ADVOCACY CENTER | |||||||
| 201 WASHINGTON ST SW | ATLANTA | GA | 30303 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $50,000 | |
| CHAMPIONS PLACE | |||||||
| 2850 OLD ALABAMA ROAD | JOHNS CREEK | GA | 30022 | PC | ENVIRONMENT | $25,000 | |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET | CHATTANOOGA | TN | 37402 | PC | SIGNATURE | $125,000 | |
| CHEROKEE BY CHOICE | |||||||
| 1 INNOVATION WAY | WOODSTOCK | GA | 30188 | PC | ECONOMIC DEVELOPMENT | $15,000 | |
| CHICAGO COALITION FOR THE HOMELESS | |||||||
| 70 E LAKE ST STE 720 | CHICAGO | IL | 60601 | PC | COMMUNITY SUPPORT | $3,000 | |
| CHICAGO REGION TREES INITIATIVE MORTON ARBORETUM | |||||||
| 4100 ILLINOIS ROUTE 53 | LISLE | IL | 60532 | PC | SIGNATURE | $100,000 | |
| CHICAGO UNITED INC | |||||||
| 300 E RANDOLPH STREET 40200 | CHICAGO | IL | 60601 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $25,000 | |
| CHICAGO URBAN LEAGUE | |||||||
| 4510 S MICHIGAN AVE | CHICAGO | IL | 60653 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $25,000 | |
| CHILD ENRICHMENT | |||||||
| 2300 WALDEN DRIVE | AUGUSTA | GA | 30904 | PC | COMMUNITY SUPPORT | $20,000 | |
| CHILDRENS MUSEUM OF ATLANTA | |||||||
| 275 CENTENNIAL OLYMPIC PARK DRIVE | ATLANTA | GA | 30313 | PC | ARTS & EDUCATION | $50,000 | NW |
| CITY FIELDS | |||||||
| 1075 BLYTHE AVE SE | CLEVELAND | TN | 37311 | PC | ENERGY ASSISTANCE | $15,000 | |
| CITY FIELDS | |||||||
| 1075 BLYTHE AVE SE | CLEVELAND | TN | 37311 | PC | SIGNATURE | $25,000 | |
| CLEMSON UNIVERSITY | |||||||
| 201 SIKES HALL | CLEMSON | SC | 29634 | PC | EDUCATIONAL MATCHING | $25 | |
| ELIZABETH RIVER PROJECT | |||||||
| 475 WATER STREET SUITE 103A | PORTSMOUTH | VA | 23704 | PC | SIGNATURE | $75,000 | |
| EXODUS WORLD SERVICE | |||||||
| 780 BUSSE HWY | PARK RIDGE | IL | 60068 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $5,000 | |
| FAYETTE COUNTY PARKS & RECREATION | |||||||
| 140 STONEWALL AVE W | FAYETTEVILLE | GA | 30214 | PC | COMMUNITY SUPPORT | $12,500 | |
| FLORIDA AGRICULTURAL & MECHANICAL UNIVERSITY SCHOLARSHIP FUND | |||||||
| P O BOX 6562 | TALLAHASSEE | FL | 32314 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $5,000 | |
| FOODBANK OF SOUTHEASTERN VA (E SIMMON'S LUMINARY AWARD RECIPIENT) | |||||||
| 800 TIDEWATER DRIVE | NORFOLK | VA | 23504 | PC | COMMUNITY SUPPORT | $1,000 | |
| FOODBANK OF SOUTHEASTERN VIRGINIA | |||||||
| 800 TIDEWATER DRIVE | NORFOLK | VA | 23504 | PC | COMMUNITY SUPPORT | $10,000 | |
| GAPABA LAW FOUNDATION | |||||||
| 191 PEACHTREE STREET SUITE 4800 | ATLANTA | GA | 30303 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $5,000 | |
| GEORGIA CHAMBER FOUNDATION | |||||||
| 270 PEACHTREE STREET NW SUITE 2200 | ATLANTA | GA | 30303 | PC | ECONOMIC DEVELOPMENT | $50,000 | |
| GEORGIA CHAMBER FOUNDATION | |||||||
| 270 PEACHTREE STREET NW SUITE 2200 | ATLANTA | GA | 30303 | PC | SIGNATURE | $100,000 | |
| GEORGIA ENERGY AND INDUSTRIAL CONSTRUCTION CONSORTIUM | |||||||
| PO BOX 2851 | TUCKER | GA | 30085 | PC | ECONOMIC DEVELOPMENT | $25,000 | |
| GEORGIA FIRE INVESTIGATOR'S ASSOCIATION | |||||||
| PO BOX 382 | SNELLVILLE | GA | 30078 | PC | COMMUNITY SUPPORT | $5,000 | |
| GEORGIA JUSTICE PROJECT | |||||||
| 438 EDGEWOOD AVENUE SE | ATLANTA | GA | 30312 | PC | SIGNATURE | $250,000 | |
| GEORGIA PUBLIC SAFETY FIRE INVESTIGATOR'S ASSOCIATION | |||||||
| 124 NUGGET RD | CARROLLTON | GA | 30117 | PC | COMMUNITY SUPPORT | $2,500 | |
| GEORGIA TECH FOUNDATION | |||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | PC | EDUCATIONAL MATCHING | $3,250 | |
| GIRLS INC OF COLUMBUS | |||||||
| PO BOX 3096 | COLUMBUS | GA | 31903 | PC | COMMUNITY SUPPORT | $10,000 | |
| GIRLS ON THE RUN | |||||||
| 4101 GRANBY ST SUITE 208 | NORFOLK | VA | 23504 | PC | HEALTH & WELLNESS | $5,000 | |
| GOODR | |||||||
| 1000 MARIETTA STREET NORTHWEST | ATLANTA | GA | 30318 | PC | SIGNATURE | $100,000 | SUITE 224 |
| GRADY FOUNDATION | |||||||
| 191 PEACHTREE STREET SUITE 820 | ATLANTA | GA | 30303 | PC | COMMUNITY SUPPORT | $100,000 | |
| HAMPTON UNIVERSITY SCHOLARSHIP FUND | |||||||
| 794 MARIETTA STREET | ATLANTA | GA | 30377 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $5,000 | |
| HEY HELPING EMPOWER YOUTH | |||||||
| 933 NEAL STREET NW | ATLANTA | GA | 30314 | PC | SIGNATURE | $50,000 | |
| HOPE 139 IN SAVANNAH | |||||||
| PO BOX 492 | WATKINSVILLE | GA | 30677 | PC | COMMUNITY SUPPORT | $6,500 | |
| HOPE ATLANTA | |||||||
| 75 MARIETTA STREET SUITE 400 | ATLANTA | GA | 30303 | PC | COMMUNITY SUPPORT | $25,000 | |
| HORIZONS HAMPTON ROADS | |||||||
| 7336 GRANBY ST | NORFOLK | VA | 23505 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $7,500 | |
| HOSEA FEED THE HUNGRY | |||||||
| 2545 FORREST HILLS DR SW | ATLANTA | GA | 30315 | PC | SIGNATURE | $15,000 | |
| HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | PC | EDUCATIONAL MATCHING | $5,000 | |
| HYDROGEN GRAND PRIX | |||||||
| 20 N UPPER WACKER DR STE 1200 | CHICAGO | IL | 60606 | PC | ARTS & EDUCATION | $12,500 | |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| 1500 INDIANA 46 | BLOOMINGTON | IN | 47408 | PC | EDUCATIONAL MATCHING | $100 | |
| INTERFAITH MINISTRIES FOR GREATER HOUSTON MEALS ON WHEELS | |||||||
| 3303 MAIN STREET | HOUSTON | TX | 77002 | PC | HEALTH & WELLNESS | $5,000 | |
| JAMESTOWN 4H EDUCATIONAL CENTER | |||||||
| 3751 4H CLUB RD | WILLIAMSBURG | VA | 23185 | PC | ARTS & EDUCATION | $5,000 | |
| JUNIOR ACHIEVEMENT OF CHICAGO | |||||||
| 651 W WASHINGTON BLVD SUITE 404 | CHICAGO | IL | 60661 | PC | ARTS & EDUCATION | $5,000 | |
| KATES CLUB | |||||||
| 1190 WEST DRUID HILLS NE | ATLANTA | GA | 30329 | PC | HEALTH & WELLNESS | $5,000 | |
| LEADERSHIP GREATER CHICAGO | |||||||
| 205 W WACKER DR STE 1400 | CHICAGO | IL | 60606 | PC | ECONOMIC DEVELOPMENT | $35,000 | |
| LIVESAFE RESOURCES | |||||||
| 48 HENDERSON ST SW | MARIETTA | GA | 30064 | PC | COMMUNITY SUPPORT | $10,000 | |
| MARQUETTE UNIVERSITY | |||||||
| 1250 W WISCONSIN AVE | MILWUAKEE | WI | 53233 | PC | EDUCATIONAL MATCHING | $100 | |
| MARQUETTE UNIVERSITY HIGH SCHOOL | |||||||
| 3401 W WISCONSIN AVE | MILWUAKEE | WI | 53208 | PC | EDUCATIONAL MATCHING | $5,000 | |
| MARR ADDICTION TREATMENT CENTERS | |||||||
| 2815 CLEARVIEW PLACE | ATLANTA | GA | 30340 | PC | COMMUNITY SUPPORT | $10,000 | |
| MCKAMEY ANIMAL CENTER (B MILLER LUMINARY AWARD RECIPIENT) | |||||||
| 4500 N ACCESS RD | CHATTANOOGA | TN | 37415 | PC | COMMUNITY SUPPORT | $1,000 | |
| METROPOLITAN FAMILY SERVICES | |||||||
| 101 N WACKER DR STE 1700 | CHICAGO | IL | 60606 | PC | HEALTH & WELLNESS | $15,000 | |
| METROPOLITAN FAMILY SERVICES | |||||||
| 101 N WACKER DR STE 1700 | CHICAGO | IL | 60606 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $20,000 | |
| METROPOLITAN PLANNING COUNCIL | |||||||
| 140 S DEARBORN ST STE 1400 | CHICAGO | IL | 60603 | PC | HEALTH & WELLNESS | $10,000 | |
| MIDDLE TENNESSEE STATE | |||||||
| 1301 E MAIN ST | MURFREESBORO | TN | 37132 | PC | ARTS & EDUCATION | $83,000 | |
| MUST MINISTRIES | |||||||
| 1407 COBB PKWY N | MARIETTA | GA | 30062 | PC | COMMUNITY SUPPORT | $20,000 | |
| MUTUAL GROUND | |||||||
| PO BOX 843 | AURORA | IL | 60507 | PC | HEALTH & WELLNESS | $10,000 | |
| NAPERVILLE AREA HUMANE SOCIETY (V KUNSCH LUMINARY AWARD RECIPIENT) | |||||||
| 1620 W DIEHL ROAD | NAPERVILE | IL | 60563 | PC | COMMUNITY SUPPORT | $1,000 | |
| NAPERVILLE RESPONDS FOR VETERANS | |||||||
| 210 S WASHINGTON ST | NAPERVILLE | IL | 60540 | PC | ECONOMIC DEVELOPMENT | $5,000 | |
| NATIONAL BLACK COLLEGE ALUMNI HALL OF FAME | |||||||
| 230 PEACHTREE STREET SUITE 530 | ATLANTA | GA | 30303 | PC | ARTS & EDUCATION | $100,000 | |
| NICHOLAS HOUSE | |||||||
| 830 BOULEVARD SE | ATLANTA | GA | 30312 | PC | ECONOMIC DEVELOPMENT | $5,000 | |
| OPERATION LUNCHBOX | |||||||
| 113 PARK 42 DRIVE SUITE A | LOCUST GROVE | GA | 30248 | PC | COMMUNITY SUPPORT | $25,000 | |
| OPERATION VETS WITH NETS | |||||||
| 828 CATRINA LANE | CHESAPEAKE | VA | 23322 | PC | HEALTH & WELLNESS | $5,000 | |
| OPERATION WARM | |||||||
| 50 APPLIED BANK BLVD | GLEN MILLS | PA | 19432 | PC | HEALTH & WELLNESS | $55,000 | |
| PIE CENTER | |||||||
| 800 SOUTH LEE HIGHWAY | CLEVELAND | TN | 37311 | PC | SIGNATURE | $25,000 | |
| PINK STEM | |||||||
| 260 PEACHTREE ST SUITE 2200 NW | ATLANTA | GA | 30303 | PC | ARTS & EDUCATION | $5,000 | |
| PREFACE | |||||||
| 3870 PEACHTREE INDUSTRIAL BLVD S340 | DULUTH | GA | 30096 | PC | ARTS & EDUCATION | $5,000 | 238 |
| PROJECT RETURN | |||||||
| 620 LINDSAY STREET | CHATTANOONA | TN | 37403 | PC | SIGNATURE | $25,000 | |
| PROVISO LEYDEN COUNCIL FOR COMMUNITY ACTION | |||||||
| 411 MADISON ST | MAYWOOD | IL | 60153 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $25,000 | |
| REBECCAS TENT WOMENS SHELTER | |||||||
| 1180 UNIVERSITY DR NE | ATLANTA | GA | 30306 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $10,000 | |
| SAFER FOUNDATION | |||||||
| 571 W JACKSON BLVD | CHICAGO | IL | 60606 | PC | SIGNATURE | $100,000 | |
| SALVATION ARMY MARIETTA CORP | |||||||
| 1384 GREENE STREET | AUGUSTA | GA | 30901 | PC | HEALTH & WELLNESS | $12,000 | |
| SARAH MICHELLE PETERSON FOUNDATION | |||||||
| 1522 BOLLING AVE | NORFOLK | VA | 23508 | PC | HEALTH & WELLNESS | $5,000 | |
| SCHOLARSHIP AMERICA | |||||||
| 1 SCHOLARSHIP WAY SUITE 500 | SAINT PETER | MN | 56082 | PC | ARTS & EDUCATION | $151,600 | |
| SECOND LIFE ATLANTA ANIMAL SHELTER (G MAULDIN LUMINARY AWARD RECIPIENT) | |||||||
| 1 N CLARENDON AVE | AVONDALE ESTATES | GA | 30002 | PC | COMMUNITY SUPPORT | $1,000 | |
| SHELTER ASSISTANCE FOUNDATION AND ENCOURAGEMENT | |||||||
| 4004 HERON CT | NAPERVILLE | IL | 60564 | PC | HEALTH & WELLNESS | $5,000 | |
| SHELTERING ARMS | |||||||
| 1470 BUFORD DR | LAWRENCEVILLE | GA | 30043 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $100,000 | |
| SKYLAND TRAIL | |||||||
| 1961 NORTH DRUID HILLS ROAD | ATLANTA | GA | 30329 | PC | HEALTH & WELLNESS | $23,500 | |
| SMITH COLLEGE | |||||||
| 10 ELM STREET | NORTHAMPTON | MA | 01063 | PC | EDUCATIONAL MATCHING | $500 | |
| SOCCER IN THE STREETS | |||||||
| 130 BOULEVARD NE SUITE 1 | ATLANTA | GA | 30312 | PC | SIGNATURE | $50,000 | |
| SOLDIERS ANGELS | |||||||
| 2895 NE LOOP 410 SUITE 107 | SAN ANTONIO | TX | 78218 | PC | HEALTH & WELLNESS | $5,000 | |
| SOUTH GEORGIA MEDICAL CENTER FOUNDATION | |||||||
| 201 PENDLETON DRIVE SUITE 100 | VALDOSTA | GA | 31602 | PC | COMMUNITY SUPPORT | $20,000 | |
| SPALDING COUNTY AUTHORITY FOR FAMILY AND CHILDREN (TORNADO RELIEF) | |||||||
| 100 HUDSON ROAD | GRIFFIN | GA | 30224 | PC | COMMUNITY SUPPORT | $10,000 | |
| SPELMAN UNIVERSITY | |||||||
| 350 SPELMAN LANE SW STE 927 | ATLANTA | GA | 30314 | PC | EDUCATIONAL MATCHING | $792 | |
| SPELMAN UNIVERSITY | |||||||
| 350 SPELMAN LANE SW STE 927 | ATLANTA | GA | 30314 | PC | EDUCATIONAL MATCHING | $200 | |
| STEM COMPASS INC | |||||||
| 295 CATIVO DR SW | ATLANTA | GA | 30311 | PC | ARTS & EDUCATION | $5,000 | |
| SUNRISE DAY CAMP (DBA AURORA) | |||||||
| 11 NEIL COURT | OCEANSIDE | NY | 11572 | PC | HEALTH & WELLNESS | $6,000 | |
| TCSG FOUNDATION | |||||||
| 1800 CENTURY PLACE SUITE 275 | ATLANTA | GA | 30345 | PC | SIGNATURE | $200,000 | |
| TEMPLE KEHILLAT CHAIM INC (E SIMON LUMINARY AWARD RECIPIENT) | |||||||
| 1145 GREEN ST | ROSWELL | GA | 30075 | PC | COMMUNITY SUPPORT | $1,000 | |
| TEXAS AGGIE CORPS OF CADETS | |||||||
| 1134 FINFEATHER RD | BRYAN | TX | 77803 | PC | EDUCATIONAL MATCHING | $250 | |
| THE DIVE SAVANNAH | |||||||
| 2020 BULL ST | SAVANNAH | GA | 31401 | PC | COMMUNITY SUPPORT | $6,500 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 2859 PACES FERRY RD SE SUITE 725 | ATLANTA | GA | 30339 | PC | COMMUNITY SUPPORT | $10,000 | |
| THE MARINER'S MUSEUM & PARK | |||||||
| 100 MUSEUM DR | NEWPORT NEWS | VA | 23606 | PC | ENVIRONMENT | $10,000 | |
| THE NATURE CONSERVANCY | |||||||
| 1270 CAROLINE ST NE | ATLANTA | GA | 30307 | PC | ENVIRONMENT | $25,000 | |
| THE NATURE CONSERVANCY OF VIRGINIA | |||||||
| 490 WESTFIELD ROAD | CHARLOTTESVILLE | VA | 22901 | PC | ENVIRONMENT | $15,000 | |
| THE SALVATION ARMY OF HAMPTON ROADS | |||||||
| 5525 RABY RD | NORFOLK | VA | 23502 | PC | HEALTH & WELLNESS | $5,000 | |
| THRIVE VIRGINIA | |||||||
| 7911 COURTHOUSE WAY SUITE 300 | NEW KENT | VA | 23124 | PC | SIGNATURE | $20,000 | |
| TOP BOX FOODS POP UP GROCERY EVENTS | |||||||
| 222 WEST MERCHANDISE MART PLAZA | CHICAGO | IL | 60654 | PC | HEALTH & WELLNESS | $100,000 | SUITE 11-131 |
| TREES ATLANTA | |||||||
| 225 CHESTER AVE SE | ATLANTA | GA | 30316 | PC | ENVIRONMENT | $50,000 | |
| UNIDOS LATINO ASSOCIATION | |||||||
| 915 CENTER STREET SUITE 105 | CONYERS | GA | 30012 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $5,000 | |
| UNITED WAY OF GREATER CHICAGO | |||||||
| 333 S WABASH AVE 30TH FL | CHICAGO | IL | 60604 | PC | SIGNATURE | $250,000 | |
| UNITED WAY OF KANKAKEE AND IROQUOIS COUNTIES | |||||||
| 200 E COURT ST STE 500 | KANKAKEE | IL | 60901 | PC | HEALTH & WELLNESS | $25,000 | |
| UNITED WAY OF METROPOLITAN CHICAGO | |||||||
| 333 S WABASH AVE 30TH FL | CHICAGO | IL | 60604 | PC | SIGNATURE | $250,000 | |
| UNIVERSITY OF GEORGIA FOUNDATION | |||||||
| 1 PRESS PL STE 101 | ATHENS | GA | 30601 | PC | EDUCATIONAL MATCHING | $500 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| 1305 W GREEN ST | URBANA | IL | 61801 | PC | EDUCATIONAL MATCHING | $500 | |
| UNIVERSITY OF NC AT CHARLOTTE | |||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | PC | EDUCATIONAL MATCHING | $2,500 | |
| USO OF HAMPTON ROADS | |||||||
| P O BOX 8097 | NORFOLK | VA | 23503 | PC | COMMUNITY SUPPORT | $50,000 | |
| VA CENTER FOR INCLUSIVE COMMUNITIES | |||||||
| 5511 STAPLES MILL RD SUITE 202 | RICHMOND | VA | 23228 | PC | COMMUNITY SUPPORT | $2,500 | |
| VERSABILITY RESOURCES | |||||||
| 2520 58TH ST | HAMPTON | VA | 23661 | PC | HEALTH & WELLNESS | $5,000 | |
| VIRGINIA BEACH STUDENT LEADERSHIP FOUNDATION | |||||||
| 2832 NORTH KINGS RD | VIRGINIA BEACH | VA | 23452 | PC | ARTS & EDUCATION | $25,000 | |
| VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES | |||||||
| 5511 STAPLES MILL RD SUITE 202 | RICHMOND | VA | 23228 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $6,000 | |
| VIRGINIA GENTLEMEN FOUNDATION | |||||||
| 596A SOUTH BIRDNECK RD | VIRGINIA BEACH | VA | 23451 | PC | COMMUNITY SUPPORT | $12,000 | |
| VIRGINIA LIVING MUSEUM | |||||||
| 7336 GRANBY ST | NORFOLK | VA | 23505 | PC | ARTS & EDUCATION | $15,000 | |
| VOLUNTEER HAMPTON ROADS | |||||||
| 101 W MAIN STREET SUITE 800 | NORFOLK | VA | 23510 | PC | COMMUNITY SUPPORT | $25,000 | |
| WAREHOUSE PROJECT & GALLERY | |||||||
| 7704 W 62ND PLACE | SUMMIT | IL | 60501 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $5,000 | |
| WASHINGTON STREET COMMUNITY CENTER INC | |||||||
| 4138 SCHOOL STREET | COVINGTON | GA | 30014 | PC | COMMUNITY SUPPORT | $12,000 | |
| WE LOVE BUFORD HIGHWAY | |||||||
| 130 SADDLE CREEK | ROSWELL | GA | 30076 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $25,000 | |
| WELLSTAR FOUNDATION | |||||||
| 1800 PARKWAY PLACE | MARIETTA | GA | 30067 | PC | COMMUNITY SUPPORT | $10,000 | |
| WESTSIDE FUTURE FUND | |||||||
| 80 JOSEPH E LOWERY BOULEVARD | ATLANTA | GA | 30314 | PC | SIGNATURE | $100,000 | |
| YMCA METROPOLITAN CHICAGO | |||||||
| 1030 W VAN BUREN ST | CHICAGO | IL | 60607 | PC | COMMUNITY SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,628,617 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS COLLEGE FOUNDATION | ||||||
| 7300 NEWPORT AVENUE SUITE 500 | NORFOLK | VA | 23505 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $5,000 |
| AMERICAN HEART ASSOCIATION OF GREATER CHATTANOOGA | ||||||
| 150 RIVER ST CHATTANOOGA | CHATTANOOGA | TN | 37405 | PC | LEADERSHIP | $3,000 |
| AMERICAN JEWISH COMMITTEE - ATLANTA | ||||||
| 3525 PIEDMONT RD NE | ATLANTA | GA | 30305 | PC | COMMUNITY SUPPORT | $25,000 |
| ATLANTA COMMUNITY FOODBANK | ||||||
| 3400 N DESERT DR | ATLANTA | GA | 30344 | PC | HEALTH & WELLNESS | $10,000 |
| ATLANTA POLICE FOUNDATION | ||||||
| 191 PEACHTREE ST NE STE 191 | ATLANTA | GA | 30303 | PC | SIGNATURE | $50,000 |
| ATLANTA VOLUNTEER LAWYERS FOUNDATION | ||||||
| 235 PEACHTREE ST NE STE 1750 | ATLANTA | GA | 30303 | PC | SOCIAL JUSTICE / SUSTAINABILITY | $50,000 |
| AURORA DAY CAMP | ||||||
| 8105 ROBERTS DR | ATLANTA | GA | 30350 | PC | HEALTH & WELLNESS | $10,000 |
| CHATTANOOGA AREA FOOD BANK | ||||||
| 2009 CURTAIN POLE ROAD | CHATTANOOGA | TN | 37406 | PC | HEALTH & WELLNESS | $10,000 |
| CHATTANOOGA COMMUNITY KITCHEN | ||||||
| 727 E 11TH ST | CHATTANOOGA | TN | 37403 | PC | HEALTH & WELLNESS | $2,000 |
| CHATTANOOGA ROOM IN THE INN | ||||||
| 230 N HIGHLAND PARK AVE | CHATTANOOGA | TN | 37404 | PC | HEALTH & WELLNESS | $10,000 |
| CLEMSON UNIVERSITY RUTLAND INSTITUTE FOR ETHICS | ||||||
| 132 LONG HALL | CLEMSON | SC | 29634 | PC | ARTS & EDUCATION | $30,000 |
| CRISTO REY ATLANTA JESUIT | ||||||
| 222 PIEDMONT AVE NE | ATLANTA | GA | 30308 | PC | ARTS & EDUCATION | $15,000 |
| EASTERN VIRGINIA MEDICAL SCHOOL | ||||||
| 825 FAIRFAX AVE | NORFOLK | VA | 23507 | PC | ARTS & EDUCATION | $12,000 |
| EDMARC HOSPICE FOR CHILDREN | ||||||
| 516 LONDON ST | PORTSMOUTH | VA | 23704 | PC | HEALTH & WELLNESS | $5,000 |
| ELEVATE DOUGLASVILLE | ||||||
| 8512 BOWDEN STREET | DOUGLASVILLE | GA | 30134 | PC | ECONOMIC DEVELOPMENT | $20,000 |
| FIELD MUSEUM OF NATURAL HISTORY | ||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | PC | SIGNATURE | $30,000 |
| FIRST TEE OF METRO ATLANTA | ||||||
| 1053 CASCADE CIR SW | ATLANTA | GA | 30311 | PC | ARTS & EDUCATION | $15,000 |
| GEORGIA CITY SOLUTIONS INC | ||||||
| 201 PRYOR ST SW | ATLANTA | GA | 30303 | PC | ECONOMIC DEVELOPMENT | $10,000 |
| HEDERA FOUNDATION | ||||||
| POST OFFICE BOX 614 | TYRONE | GA | 30290 | PC | ARTS & EDUCATION | $15,000 |
| LEAD | ||||||
| 717 FOREST AVENUE SUITE 235 | LAKE FOREST | IL | 60045 | PC | HEALTH & WELLNESS | $25,000 |
| LEAD VIRGINIA | ||||||
| 6800 PARAGON PL STE 450 | RICHMOND | VA | 23230 | PC | ARTS & EDUCATION | $5,000 |
| MARCH OF DIMES CHATTANOOGA | ||||||
| 518 GEORGIA AVE | CHATTANOOGA | TN | 37403 | PC | HEALTH & WELLNESS | $3,000 |
| MARCUS INSTITUTE | ||||||
| 1920 BRIARCLIFF ROAD | ATLANTA | GA | 30329 | PC | HEALTH & WELLNESS | $10,000 |
| OLD DOMINION UNIVERSITY | ||||||
| 5115 HAMPTON BOULEVARD | NORFOLK | VA | 23529 | PC | ARTS & EDUCATION | $10,000 |
| SHELTERING ARMS | ||||||
| 195 TUSKEGEE ST SE | ATLANTA | GA | 30315 | PC | ARTS & EDUCATION | $25,000 |
| TECHNICAL COLLEGE SYSTEM OF GEORGIA | ||||||
| 1800 CENTURY PLACE SUITE 275 | ATLANTA | GA | 30345 | PC | ARTS & EDUCATION | $25,000 |
| THE NATURE CONSERVANCY OF GEORGIA | ||||||
| 1270 CAROLINE ST NE | ATLANTA | GA | 30307 | PC | ENVIRONMENT | $25,000 |
| TROUP COUNTY TORNADO RELIEF | ||||||
| 716 GLENN ROBERSON DR | LAGRANGE | GA | 30241 | PC | COMMUNITY SUPPORT | $10,000 |
| VALDOSTA STATE UNIVERSITY | ||||||
| 1500 N PATTERSON ST | VALDOSTA | GA | 31698 | PC | ARTS & EDUCATION | $50,000 |
| VIRGINIA BEACH SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (VBSPCA) | ||||||
| 3040 HOLLAND RD | VIRGINIA BEACH | VA | 23453 | PC | COMMUNITY SUPPORT | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $519,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,819 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,706,663 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$315,827 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,414,655 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,414,655 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHSTAR ENERGY SERVICES | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 PEACHTREE PL NE STE 1000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,948 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,802 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RHUMBLINE | $52,975,481 | $52,975,481 |
| ARIEL | $10,008,866 | $10,008,866 |
| ABERDEEN | $6,218,110 | $6,218,110 |
| GARCIA HAMILTON | $3,585,231 | $3,585,231 |
| INVESCO | $3,922,424 | $3,922,424 |
| PE HOLDING | $5,690,236 | $5,690,236 |
| EIP | $126,138 | $126,138 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $22,303,532 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $22,303,532 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME RECEIVABLE | Desc |
| BOY Book Value | $232,260 | BOYBookValueAmt |
| EOY Book Value | $240,614 | EOYBookValueAmt |
| EOYFMV | $240,614 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE FEES | $50,000 | $0 | $50,000 |
| CYBERGRANT/BLACKBAUD | $61,919 | $0 | $30,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $13,507,612 |
| NONCASH ASSET ADJUSTMENTS | $632,212 |
| INCOME EARNED, NOT COLLECTED | $8,355 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAN FEES | $220,059 | $220,059 | $0 |
| TRUIST ACCOUNT MAINTENANCE | $52,843 | $52,560 | $286 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $3,109 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |