SOUTHERN COMPANY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN COMPANY CHARITABLE FOUNDATION INC (EIN 58-2514027)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349108046
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 | 2024-11-15T18:39:35-06:00 | 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 | 582514027 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN COMPANY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 4045066784 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 RALPH MCGILL BLVD NE BIN 10230 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303083374 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERONICA E PUNCH | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 4045066784 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY JO ALEXANDER | PreparerPersonNm |
| PTIN | P00002534 | PTIN |
| Phone | 7709558600 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $104,473,144 | 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 | $30,885 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,885 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,125,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,125,400 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$575,234 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,373,423 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,266 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,266 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,582,317 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,157,551 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $607,364 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $427,589 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $133,310 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $898 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $898 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $151,513 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $74,015 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $223,341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $167,306 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $56,035 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $983,116 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $669,808 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $189,345 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,902,882 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,516,719 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,885,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $669,808 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,706,064 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,303,681 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,487,743 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,653,288 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,617,144 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,617,144 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $27,000,000 | GrantsReceivableBOYAmt |
| Prepaid Expenses BOY | $71,899 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $54,320 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $54,320 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $65,364,098 | CorporateStockBOYAmt |
| Corporate Stock EOY | $74,844,476 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $74,844,476 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,860,715 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,740,361 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,740,361 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,560,060 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,101,824 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,101,824 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $88,477 | OtherAssetsBOYAmt |
| Other Assets EOY | $115,019 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $115,019 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $120,598,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,473,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $104,473,144 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $126,996 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $107,764 | AccountsPayableEOYAmt |
| Grants Payable BOY | $61,509,439 | GrantsPayableBOYAmt |
| Grants Payable EOY | $38,960,288 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $39,607 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $42,433 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $61,676,042 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,110,485 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $58,922,495 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $65,362,659 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,922,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,362,659 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $120,598,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,473,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,922,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,303,681 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,743,845 | OtherIncreasesAmt |
| Subtotal | $65,362,659 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $65,362,659 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| BARROW | P | $695,635 | $695,635 | $695,635 | |
| DEPRINCE | P | $192,708 | $192,708 | $192,708 | |
| EARNEST | P | $429,778 | $429,778 | $429,778 | |
| OFI DEV | P | -$196,397 | -$196,397 | $196,397 | |
| LAZARD | P | -$1,747,880 | -$1,747,880 | $1,747,880 | |
| MORGAN | P | $55,302 | $55,302 | $55,302 | |
| ELEVATE | P | -$4,380 | -$4,380 | $4,380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$575,234 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,680 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,680 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,680 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,000 | 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 | $75,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $54,320 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $54,320 | 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 |
| Individual With Books | VERONICA E PUNCH | IndividualWithBooksNm |
| Phone | 4045062625 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 RALPH MCGILL BLVD BIN 109230 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL K ANDERSON 1123-9823 | ||||||||
| 241 RALPH MCGILL BLVD BIN 10230 | ATLANTA | GA | 30308 | PRESIDENT | 1.50 | $0 | $0 | $0 |
| MYRA C BIERRIA ELECTED 9112023 | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1216 | ATLANTA | GA | 30308 | PRESIDENT | 1.50 | $0 | $0 | $0 |
| DANIEL S TUCKER | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1501 | ATLANTA | GA | 30308 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DEKIA M SCOTT | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1216 | ATLANTA | GA | 30308 | TREASURER, NON-VOTING OFFICER | 1.50 | $0 | $0 | $0 |
| RITA M BREEN | ||||||||
| 241 RALPH MCGILL BLVD BIN 10095 | ATLANTA | GA | 30308 | SECRETARY, NON-VOTING OFFICER | 6.00 | $0 | $0 | $0 |
| VERONICA E PUNCH | ||||||||
| 241 RALPH MCGILL BLVD BIN 10095 | ATLANTA | GA | 30308 | ASST SECRETARY, NON-VOTING OFFICER | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER C WOMACK 1123-41723 | ||||||||
| 241 RALPH MCGILL BLVD BIN 10095 | ATLANTA | GA | 30308 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BYRAN D ANDERSON | ||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1501 | 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 | $135,943 |
| EARNEST PARTNERS | |||||
| 1180 PEACHTREE ST NE 2300 | ATLANTA | GA | 30309 | INVESTMENT FEES | $91,676 |
| TRUIST | |||||
| 2226 SUNDOWN DR NE | ATLANTA | GA | 30345 | INVESTMENT FEES | $83,036 |
| 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 | $96,459,808 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,443,954 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,903,762 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $102,903,762 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,543,556 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $101,360,206 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,068,010 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,068,010 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,680 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,680 | TotalTaxAmt |
| Distributable Before Adj | $5,047,330 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,047,330 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,047,330 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,706,064 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,706,064 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,047,330 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $5,533,895 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,850,669 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,310,281 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $40,694,845 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,706,064 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,047,330 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,658,734 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $62,353,579 | 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 | $62,353,579 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,533,895 | ExcessFromYear4Amt |
| Excess From Year3 | $11,850,669 | ExcessFromYear3Amt |
| Excess From Year2 | $23,310,281 | ExcessFromYear2Amt |
| Excess From Current Year | $21,658,734 | 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 (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PC | DONATION IN MEMORY OF EVP & CIO MARTIN B. DAVIS MOTHER TO AMERICAN HEART ASSOCIATION OF ROANOKE. | $1,000 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 3525 PIEDMONT ROAD NE | ATLANTA | GA | 30305 | PC | 2023 AJC ATLANTA NATIONAL HUMAN RELATIONS AWARD DINNER HONORING TRUIST CHAIRMAN & CEO BILL ROGERS | $15,000 | |
| AMERICAN JUNIOR GOLF ASSOCIATION | |||||||
| 1980 SPORTS CLUB DRIVE | BRASELTON | GA | 30517 | PC | SUPPORT FOR DIVERSITY, EQUITY AND INCLUSION PROJECTS | $150,000 | |
| ANNIKA FOUNDATION | |||||||
| 10524 MOSS PARK RD | ORLANDO | FL | 32832 | PC | SHARE MY PASSION CLINIC IN GA, AS WELL AS OPERATIONAL SUPPORT FOR THE ANNIKA FOUNDATION | $50,000 | |
| ATLANTA EDUCATIONAL TELECOMMUNICATIONS COLLABORATIVE INC | |||||||
| WABE PUBLIC BROADCASTING ATLANTA | ATLANTA | GA | 30324 | PC | DONATION TO WABE IN MEMORIAM OF LIBBY WOOD | $5,000 | |
| ATLANTA VOLUNTEER LAWYERS FOUNDATION INC | |||||||
| 235 PEACHTREE STREET | ATLANTA | GA | 30303 | PC | ATLANTA VOLUNTEER LAWYERS FOUNDATION - A COMMUNITY-FOCUSED RESPONSE FOR ATLANTAN'S FACING HOUSING ISSUES AND INTIMATE PARTNER ABUSE | $25,000 | |
| CARE INC | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | PC | CARE IMPACT AWARDS | $25,000 | |
| CARTER CENTER INC | |||||||
| 453 JOHN LEWIS FREEDOM PARKWAY | ATLANTA | GA | 30307 | PC | POLICING ALTERNATIVES INITIATIVE | $25,000 | |
| CATAWBA LANDS CONSERVANCY | |||||||
| 2400 PARK ROAD SUITE 1 | CHARLOTTE | NC | 28203 | PC | IN MEMORY OF EDWARD JENNER WOOD V, GRANDSON OF BOARD MEMBER JENNER WOOD | $2,500 | |
| CF FOUNDATION INC | |||||||
| 3445 PEACHTREE RD SUITE 175 | ATLANTA | GA | 30326 | PC | TOM AND ANN COUSINS LEGACY FUND | $1,000,000 | |
| CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION | |||||||
| 1575 NORTHEAST EXPRESSWAY NE | ATLANTA | GA | 30329 | PC | SUPPORT CHILDREN'S HEALTHCARE OF ATLANTA NORTH DRUID HILLS CAMPUS | $1,000,000 | |
| CLARK ATLANTA UNIVERSITY INC | |||||||
| 223 JAMES P BRAWLEY DRIVE SOUTHWEST | ATLANTA | GA | 30314 | PC | DONATION ON BEHALF OF THE RETIREMENT OF SOUTHERN COMPANY BOARD OF DIRECTORS MEMBER JUANITA BARANCO TO SUPPORT SCHOLARSHIP FUND FOR WOMEN ON BEHALF OF JUANITA BARANCO | $5,000 | |
| CLEARVIEW LEGACY FOUNDATION FOR EDUCATION PRESERVATION AND RESEARCH | |||||||
| PO BOX 30196 | EAST CANTON | OH | 44730 | PC | GENERAL OPERATING TO SUPPORT THE MISSION OF EDUCATION, USING GOLF AS A TOOL TO REACH YOUNGSTERS, PEOPLE OF COLOR, SENIORS, WOMEN MILITARY VETERANS, AND THOSE WITH MENTAL AND PHYSICAL CHALLENGES. | $10,000 | |
| COUNCIL ON CRIMINAL JUSTICE | |||||||
| 2612 BROOKWOOD DRIVE NE | ATLANTA | GA | 30305 | PC | ADVANCING SAFETY AND JUSTICE | $300,000 | |
| EDUCATION FARM | |||||||
| 1914 4TH AVE N STE 200 | BIRMINGHAM | AL | 35203 | PC | PROPEL CENTER: GLOBAL HBCU CAMPUS FOR INNOVATIVE LEARNING | $7,500,000 | |
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC | |||||||
| 1800 M ST NW STE 800S | WASHINGTON | DC | 20036 | PC | CSC 2.0 (CYBERSPACE SOLARIUM COMMISSION 2.0) | $100,000 | |
| FOUNDATION OF WESLEY WOODS INC | |||||||
| 1817 CLIFTON ROAD NE | ATLANTA | GA | 30329 | PC | 2023 HEROES, SAINTS AND LEGENDS AWARDS DINNER AND GALA | $10,000 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | PC | CURRENT OPERATIONS AND FOR A PERMANENT ENDOWMENT, DIRECTED TOWARD THE ATTRACTION AND RETENTION OF EMINENT TEACHER/SCHOLARS. | $4,000,000 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | PC | SUPPORT SOUTHERN COMPANY FOUNDATION ENGINEERING PIPELINE | $7,000,000 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | PC | SUPPORT TO NAME THE JOHN LEWIS STUDENT CENTER ON GEORGIA TECH CAMPUS TOTALING $4M. | $1,000,000 | |
| INROADS INC | |||||||
| 260 PEACHTREE STREET NE | ATLANTA | GA | 30303 | PC | SUPPORT HBCU SUSTAINABLE COMMUNITIES INITIATIVE | $3,000,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY - GEORGIA CHAPTER | |||||||
| 2859 PACES FERRY RD SE | ATLANTA | GA | 30339 | PC | LEUKEMIA & LYMPHOMA SOCIETYS VISIONARIES OF THE YEAR | $15,000 | |
| MAKE-A-WISH FOUNDATION OF GEORGIA | |||||||
| 1775 THE EXCHANGE SUITE 200 | ATLANTA | GA | 30339 | PC | OPERATING EXPENSES | $50,000 | |
| MOREHOUSE COLLEGE | |||||||
| 830 WESTVIEW DRIVE SW | ATLANTA | GA | 30314 | PC | STUDENT SCHOLARSHIPS | $200,000 | |
| NATIONAL LINKS TRUST | |||||||
| PO BOX 42097 | WASHINGTON | DC | 20015 | PC | DIVERSITY, EQUITY & INCLUSION PROGRAMING | $125,000 | |
| NORTHSIDE YOUTH ORGANIZATION INC | |||||||
| PO BOX 420486 | ATLANTA | GA | 30342 | PC | OPERATING EXPENSES | $150,000 | |
| NUCLEAR THREAT INITIATIVE INC | |||||||
| 1776 EYE STREET NW | WASHINGTON | DC | 20006 | PC | SUPPORT OPERATING EXPENSES | $100,000 | |
| PAGE TURNERS MAKE GREAT LEARNERS INC | |||||||
| PO BOX 7723 | ATLANTA | GA | 30357 | PC | PAGE TURNERS LITERARY CONFERENCE | $10,000 | |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | PC | SUPPORT THE NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE (WITH CORPORATE LEADERSHIP COUNCIL) | $200,000 | |
| THE TRUST FOR PUBLIC LAND | |||||||
| 600 WEST PEACHTREE STREET SUITE | ATLANTA | GA | 30308 | PC | ALLIANCE FOR CIVIL RIGHTS HISTORIC SITES MEDGAR & MYRLIE EVERS HOME NATIONAL MONUMENT | $100,000 | 1840 |
| UNITED WAY OF WEST CENTRAL MISSISSIPPI | |||||||
| 920 SOUTH STREET | VICKSBURG | MS | 39180 | PC | DISASTER RELIEF | $50,000 | |
| AGNES SCOTT COLLEGE | |||||||
| 141 EAST COLLEGE AVE | DECATUR | GA | 30030 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $100 | |
| ALABAMA A & M UNIVERSITY FOUNDATION | |||||||
| 4900 MERIDIAN STREET | NORMAL | AL | 35762 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $1,100 | |
| AUBURN UNIVERSITY FOUNDATION | |||||||
| 1320 SHELBY CENTER | AUBURN | AL | 36849 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $111,831 | |
| BIRMINGHAM-SOUTHERN COLLEGE | |||||||
| 900 ARKADELPHIA RD | BIRMINGHAM | AL | 35254 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $6,901 | |
| BOARD OF THE UNIVERSITY OF ALABAMA | |||||||
| PO BOX 55407 | BIRMINGHAM | AL | 35255 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $13,175 | |
| CLARK ATLANTA UNIVERSITY INC | |||||||
| 223 JAMES P BRAWLEY DRIVE SOUTHWEST | ATLANTA | GA | 30314 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $250 | |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| P O BOX 1889 | CLEMSON | SC | 29633 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $1,000 | |
| COLLEGE FOUNDATION OF THE UNIVERSITY OF VIRGINIA | |||||||
| 1827 UNIVERSITY AVENUE | CHARLOTTESVILLE | VA | 22903 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $500 | |
| DUKE UNIVERSITY | |||||||
| 103 ALLEN BLDG | DURHAM | NC | 27708 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $1,000 | |
| EMORY UNIVERSITY | |||||||
| 1440 CLIFTON ROAD | ATLANTA | GA | 30322 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $6,630 | |
| FLORIDA STATE UNIVERSITY | |||||||
| 222 S COPELAND ST | TALLAHASSEE | FL | 32306 | GOV | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $300 | |
| FORT VALLEY STATE UNIVERSITY FOUNDATION INC | |||||||
| 1005 STATE UNIVERSITY DR | FORT VALLEY | GA | 31030 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $2,100 | |
| GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 8053 | STATESBORO | GA | 30460 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $5,100 | |
| GEORGIA SOUTHWESTERN FOUNDATION INC | |||||||
| PO BOX 926 | AMERICUS | GA | 31709 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $5,000 | |
| GEORGIA STATE UNIVERSITY FOUNDATION INC | |||||||
| 35 BROAD STREET SUITE 611 | ATLANTA | GA | 30303 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $6,000 | |
| GEORGIA TECH ALUMNI ASSOCIATION INC | |||||||
| 190 NORTH AVENUE NW | ATLANTA | GA | 30313 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $2,500 | |
| GEORGIA TECH ATHLETIC ASSOCIATION | |||||||
| 150 BOBBY DODD WAY NW | ATLANTA | GA | 30332 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $1,000 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $33,667 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | GA | 49242 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $250 | |
| JACKSONVILLE STATE UNIVERSITY FOUNDATION | |||||||
| 700 PELHAM ROAD NORTH | JACKSONVILLE | AL | 36265 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $1,000 | |
| KENT STATE UNIVERSITY FOUNDATION | |||||||
| EXECUTIVE OFFICE 2ND FLOOR LIBRARY | KENT | OH | 44242 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $2,500 | |
| LINCOLN UNIVERSITY | |||||||
| 820 CHESTNUT STREET | JEFFERSON CITY | MO | 65102 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $1,025 | |
| LOUISIANA TECH UNIVERSITY FOUNDATION INC | |||||||
| 1310 WEST RAILROAD AVENUE | RUSTON | LA | 71272 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $1,000 | |
| MACALESTER COLLEGE | |||||||
| 1600 GRAND AVE | SAINT PAUL | MN | 55105 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $500 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $500 | |
| MILLIGAN UNIVERSITY | |||||||
| 1 BLOWERS BLVD | MILLIGAN | TN | 37682 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $1,000 | |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION INC | |||||||
| LEE BOULEVARD | MISSISSIPPI STATE | MS | 39762 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $12,150 | |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK ST | EVEANSTON | IL | 60208 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $3,600 | |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 107 WHITEHURST | STILLWATER | OK | 74078 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $5,000 | |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | GOV | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $50 | |
| PRESBYTERIAN COLLEGE | |||||||
| 503 SOUTH BROAD STREET | CLINTON | SC | 29325 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $5,000 | |
| PURDUE RESEARCH FOUNDATION | |||||||
| HOVDE HALL OF ADMINISTRATION | WEST LAFAYETTE | IN | 47907 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $5,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||
| 1109 GEDDES AVENUE | ANN ARBOR | MI | 48109 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $5,000 | |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 32789 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $1,000 | |
| SAMFORD UNIVERSITY | |||||||
| 800 LAKESHORE DRIVE | BIRMINGHAM | AL | 35229 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $500 | |
| SAVANNAH STATE COLLEGE FOUNDATION INC | |||||||
| 3219 COLLEGE STREET | SAVANNAH | GA | 31404 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $600 | |
| SPELMAN COLLEGE | |||||||
| 350 SPELMAN LANE SW | ATLANTA | GA | 30314 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $25 | |
| THE CORPORATION OF MERCER UNIVERSITY | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $200 | |
| THE UNIVERSITY OF TENNESSEE FOUNDATION INC | |||||||
| 615 MCCALLIE AVE | CHATTANOOGA | TN | 37403 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $6,000 | |
| TREVECCA NAZARENE UNIVERSITY | |||||||
| 333 MURFREESBORO RD | NASHVILLE | TN | 37210 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $500 | |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 207 PARKHURST HALL | HANOVER | NH | 03755 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $2,500 | |
| TRUSTEES OF GRINNELL COLLEGE | |||||||
| 1121 PARK STREET | GRINNELL | IA | 50112 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $100 | |
| TUSKEGEE UNIVERSITY | |||||||
| KRESGE CENTER 3RD FLOOR | TUSKEGEE | AL | 36088 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $6,100 | |
| UNIVERSITY OF ALABAMA ALUMNI ASSOC ALUMNI HALL | |||||||
| 203 ROSE ADMINISTRATION BUILDING | TUSCALOOSA | AL | 35487 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $725 | |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||
| 203 ROSE ADMINISTRATION BUILDING | TUSCALOOSA | AL | 35487 | GOV | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $6,300 | |
| UNIVERSITY OF GEORGIA FOUNDATION | |||||||
| OFFICE OF THE PRESIDENT | ATHENS | GA | 30602 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $8,150 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| 601 S MORGAN | CHICAGO | IL | 60607 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $2,500 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 515 DARLAND ADMINISTRATION BLDG | DULUTH | MN | 55812 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $200 | |
| UNIVERSITY OF NORTH ALABAMA FOUNDATION | |||||||
| ONE HARRISON PLAZA | FLORENCE | AL | 35632 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $5,000 | |
| UNIVERSITY OF NOTRE DAME DU LAC | |||||||
| 400 MAIN BUILDING | NOTRE DAME | IN | 46556 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $1,700 | |
| UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | |||||||
| 118 COLLEGE DRIVE 0001 | HATTIESBURG | MS | 39406 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $5,000 | |
| UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION | |||||||
| 1827 UNIVERSITY AVENUE | CHARLOTTESVILLE | VA | 22903 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $500 | |
| UNIVERSITY OF WEST FLORIDA FOUNDATION INC | |||||||
| 11000 UNIVERSITY PARKWAY | PENSACOLA | FL | 32514 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $100 | |
| WALKER COLLEGE FOUNDATION | |||||||
| 3702 ESTEY AVENUE | NAPLES | FL | 34104 | PC | 2023 MATCHING GIFTS - SC FOUNDATION MATCH | $3,790 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,516,719 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EBENEZER BUILDING FOUNDATION INC | ||||||
| 101 JACKSON STREET NE | ATLANTA | GA | 30312 | PC | EBENEZER BUILDING FOUNDATION | $1,000,000 |
| NATIONAL CANCER INSTITUTE | ||||||
| 200 INDEPENDENCE AVE | WASHINGTON | DC | 20201 | GOV | CANCER RESEARCH | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,200,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,885 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,125,400 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$575,234 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PORTFOLIO INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,266 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,582,317 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,582,317 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LAZARD FIXED INCOME | BondNm |
| EOY Book Value | $18,740,361 | EOYBookValueAmt |
| EOYFMV | $18,740,361 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN EMERGING MARKETS | $3,406,364 | $3,406,364 |
| EARNEST PARTNERS | $14,147,403 | $14,147,403 |
| BARROW | $14,167,090 | $14,167,090 |
| DRZ SVC | $7,373,592 | $7,373,592 |
| OFI DEVELOPMENT INTERNATIONAL | $33,771,656 | $33,771,656 |
| EIP ELEVATE | $1,978,371 | $1,978,371 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE FUNDS | FMV | $3,833,142 | $3,833,142 |
| HEDGE FUNDS | FMV | $4,268,682 | $4,268,682 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $48,889 | $51,824 | $51,824 |
| INTEREST RECEIVABLE | $6,476 | $7,847 | $7,847 |
| STOCK RECEIVABLE | $33,112 | $55,348 | $55,348 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $20,100 | $0 | $20,100 |
| MISCELLANEOUS | $35,935 | $0 | $35,935 |
| FORM K-1 LAZARD PORTFOLIO DEDUCTIONS | $18,267 | $18,267 | $0 |
| FORM K-1 OFI INTERNATIONAL | $13,797 | $13,797 | $0 |
| FORM K-1 ELEVATE PORTFOLIO DEDUCTIONS | $135,242 | $135,242 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PORTFOLIO INCOME | Desc |
| Revenue And Expenses Per Books | $1,266 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,266 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,266 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $9,743,845 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| STOCK PAYABLE DEPRINCE | $32,982 | $32,425 |
| MISC ACCOUNT PAYABLE | $6,625 | $10,008 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $427,589 | $427,589 | $0 |
| BANKING FEES | $55,333 | $0 | $55,333 |
| ACCOUNTING FEES | $7,200 | $0 | $0 |
| STRATEGIC CONSULTATION AND PROJECT MANAGEMENT | $77,977 | $0 | $77,977 |
| CONSULTING | $1,265 | $0 | $0 |
| IRS PRIVATE LETTER RULING FEE | $38,000 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $74,015 | $74,015 | $0 |
| FEDERAL EXCISE TAX | $77,498 | $0 | $0 |