SOUTHERN COMPANY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN COMPANY CHARITABLE FOUNDATION INC (EIN 58-2514027)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349107224
- Schema version
- 2022v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:14:23-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 10923 | 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 | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VERONICA | PersonFirstNm |
| Person Last | PUNCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $120,598,537 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $27,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,678 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,678 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,752,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,752,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,859,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,906,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,859,146 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $60,862 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60,862 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $31,681,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,681,456 | 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 | $456,121 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $449,054 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,067 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4,290 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,290 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $124,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67,899 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $174,287 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $126,796 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $47,491 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $758,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $648,039 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,558 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,441,123 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,172,740 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,199,821 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $648,039 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,227,298 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,518,365 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,033,417 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,241,438 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,653,288 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,653,288 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $18,000,000 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $27,000,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $27,000,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $17,550 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $71,899 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $71,899 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $81,787,445 | CorporateStockBOYAmt |
| Corporate Stock EOY | $65,364,098 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $65,364,098 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,785,987 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,860,715 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,860,715 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,186,531 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,560,060 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,560,060 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $79,368 | OtherAssetsBOYAmt |
| Other Assets EOY | $88,477 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $88,477 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $133,098,319 | TotalAssetsBOYAmt |
| Total Assets EOY | $120,598,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $120,598,537 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $124,050 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $126,996 | AccountsPayableEOYAmt |
| Grants Payable BOY | $48,879,730 | GrantsPayableBOYAmt |
| Grants Payable EOY | $61,509,439 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $125,700 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $39,607 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $49,129,480 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,676,042 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $83,968,839 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $58,922,495 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,968,839 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,922,495 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $133,098,319 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $120,598,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,968,839 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,518,365 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $77,450,474 | SubtotalAmt |
| Other Decreases | $18,527,979 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,922,495 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| BARROW | P | $1,634,126 | $1,634,126 | $1,634,126 | |
| DEPRINCE | P | $706,101 | $706,101 | $706,101 | |
| EARNEST | P | $1,545,252 | $1,545,252 | $1,545,252 | |
| JP MORGAN | P | $20,775 | $20,775 | $20,775 | |
| ABERDEEN | P | -$65,916 | -$65,916 | $65,916 | |
| LAZARD | P | -$981,192 | -$981,192 | $981,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,859,146 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,064 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,064 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,064 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $128,000 | 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 | $128,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $37 | EsPenaltyAmt |
| Overpayment | $71,899 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $71,899 | 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 10230 | 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 | ||||||||
| 241 RALPH MCGILL BLVD BIN 10230 | 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 |
| VALERIE D SEARCY 1123 - 9223 | ||||||||
| 241 RALPH MCGILL BLVD BIN 10095 | ATLANTA | GA | 30308 | ASST SECRETARY, NON-VOTING OFFICER | 2.00 | $0 | $0 | $0 |
| VERONICA E PUNCH ELECTED 9223 | ||||||||
| 241 RALPH MCGILL BLVD BIN 10095 | ATLANTA | GA | 30308 | ASST SECRETARY, NON-VOTING OFFICER | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER C WOMACK | ||||||||
| 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 (4 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 | $123,854 |
| EARNEST PARTNERS | |||||
| 1180 PEACHTREE ST NE 2300 | ATLANTA | GA | 30309 | INVESTMENT FEES | $95,080 |
| TRUIST | |||||
| 2226 SUNDOWN DR NE | ATLANTA | GA | 30345 | INVESTMENT FEES | $83,464 |
| DEPRINCE | |||||
| 250 S PARK AVE SUITE 250 | WINTER PARK | FL | 32789 | INVESTMENT FEES | $54,543 |
| 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 | $98,926,255 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,936,571 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $100,862,826 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $100,862,826 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,512,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,349,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,967,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,967,494 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,064 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,064 | TotalTaxAmt |
| Distributable Before Adj | $4,911,430 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,911,430 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,911,430 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,227,298 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,227,298 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,911,430 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,248,341 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $5,533,895 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,850,669 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,310,281 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,943,186 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,227,298 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,227,298 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,684,132 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,684,132 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $43,259,054 | 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 | $2,564,209 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,694,845 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,533,895 | ExcessFromYear3Amt |
| Excess From Year2 | $11,850,669 | ExcessFromYear2Amt |
| Excess From Year1 | $23,310,281 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SOUTHERN COMPANY CHARITABLE FOUNDAT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 RALPH MCGILL BLVD BIN 10095 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4045066784 | RecipientPhoneNum |
| Form And Info And Materials | BRIEF LETTER, COPY OF 501(C)(3)TAX EXEMPT LETTER,AUDITED FINANCIALS, BRIEF DESCRIPTION OF THE ORGANIZATION REQUESTING SUPPORT, LIST OF ITS OFFICERS BOARD MEMBERS, AMOUNT REQUESTED CONTACT THE ORGANIZATION AT (404) 506-6784 FOR DETAIL INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT THE ORGANIZATION AT (404) 506-6784 FOR DETAIL INFORMATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS - GREATER ATLANTA CHAPTER | ||||||
| 1955 MONROE DRIVE NE | ATLANTA | GA | 30324 | CURRENT | TO SUPPORT UKRAINE HUMANITARIAN CRISIS AND RELIEF EFFORTS | $250,000 |
| AMERICAN RED CROSS - GREATER ATLANTA CHAPTER | ||||||
| 1955 MONROE DRIVE NE | ATLANTA | GA | 30324 | CURRENT | TO MATCH EMPLOYEE DONATIONS UP TO $100K TO SUPPORT UKRAINE HUMANITARIAN CRISIS AND RELIEF EFFORTS | $74,345 |
| ATLANTA VOLUNTEER LAWYERS FOUNDATION INC | ||||||
| 235 PEACHTREE STREET SUITE 1750 | ATLANTA | GA | 30303 | CURRENT | ATLANTA VOLUNTEER LAWYERS FOUNDATION - A COMMUNITY-FOCUSED RESPONSE FOR ATLANTAN'S FACING HOUSING ISSUES AND INTIMATE PARTNER ABUSE | $100,000 |
| CARE INC | ||||||
| SOUTHEAST REGIONAL HEADQUARTERS | ATLANTA | GA | 303032440 | CURRENT | TO SUPPORT UKRAINE HUMANITARIAN CRISIS FUND | $250,000 |
| CARE INC | ||||||
| SOUTHEAST REGIONAL HEADQUARTERS | ATLANTA | GA | 303032440 | CURRENT | CARE - THE 2022 IMPACT AWARDS | $10,000 |
| CENTER FOR STRATEGIC & INTERNATIONAL STUDIES | ||||||
| 1616 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | CURRENT | CIVICS AT WORK | $50,000 |
| CLEARVIEW LEGACY FOUNDATION FOR EDUCATION PRESERVATION AND RESEARCH | ||||||
| PO BOX 30196 | EAST CANTON | OH | 44730 | CURRENT | GENERAL OPERATING TO SUPPORT THE MISSION | $10,000 |
| GEORGIA TECH FOUNDATION INC | ||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | CURRENT | SOUTHERN COMPANY CHAIR IN EQUITY-CENTERED ENGINEERING | $2,000,000 |
| NUCLEAR THREAT INITIATIVE INC | ||||||
| 1776 EYE STREET NW | WASHINGTON | DC | 20006 | CURRENT | BUILDING A SAFER WORLD AGAINST NUCLEAR AND BIOLOGICAL THREATS | $100,000 |
| PAGE TURNERS MAKE GREAT LEARNERS INC | ||||||
| PO BOX 7723 | ATLANTA | GA | 30357 | CURRENT | PAGE TURNERS MAKE GREAT LEARNERS LITERARY CONFERENCE | $50,000 |
| AGNES SCOTT COLLEGE | ||||||
| 141 EAST COLLEGE AVENUE | DECATUR | GA | 30030 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $300 |
| AUBURN UNIVERSITY FOUNDATION | ||||||
| 317 S COLLEGE ST | AUBURN | AL | 368495170 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $107,005 |
| BIRMINGHAM-SOUTHERN COLLEGE | ||||||
| 900 ARKADELPHIA ROAD | BIRMINGHAM | AL | 35254 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $2,940 |
| BOARD OF THE UNIVERSITY OF ALABAMA | ||||||
| 900 ARKADELPHIA ROAD | TUSCALOOSA | AL | 354870001 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $20,250 |
| CLEMSON UNIVERSITY FOUNDATION | ||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $600 |
| EMORY UNIVERSITY | ||||||
| 0970-001-9AA | ATLANTA | GA | 303224001 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $500 |
| FLORIDA STATE UNIVERSITY | ||||||
| 225 UNIVERSITY CENTER C3100 | TALLAHASSEE | FL | 323069936 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $100 |
| GEORGE WALTON ACADEMY INC | ||||||
| 1 BULLDOG DR | MONROE | GA | 30655 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $4,000 |
| GEORGETOWN UNIVERSITY | ||||||
| 3700 O ST NW WASHINGTON | WASHINGTON | DC | 20057 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $1,000 |
| GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC | ||||||
| PO BOX 1107 | STATESBORO | GA | 30459 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,100 |
| GEORGIA SOUTHWESTERN FOUNDATION INC | ||||||
| 800 GSW STATE UNIVERSITY DR | AMERICUS | GA | 31709 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 |
| GEORGIA STATE UNIVERSITY FOUNDATION INC | ||||||
| PO BOX 2668 | ATLANTA | GA | 303012668 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $6,000 |
| GEORGIA TECH ALUMNI ASSOCIATION INC | ||||||
| 760 SPRING STREET STE 400 | ATLANTA | GA | 30308 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $2,400 |
| GEORGIA TECH FOUNDATION INC | ||||||
| 760 SPRING STREET STE 400 | ATLANTA | GA | 30308 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $44,175 |
| LOUISIANA TECH UNIVERSITY FOUNDATION INC | ||||||
| PO BOX 1190 | RUSTON | LA | 712731190 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $1,000 |
| MACALESTER COLLEGE | ||||||
| 1600 GRAND AVENUE | SAINT PAUL | MN | 551051899 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $500 |
| MILLIGAN UNIVERSITY | ||||||
| 1 BLOWERS BOULEVARD PO BOX 500 | MILLIGAN | TN | 37682 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $2,000 |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION INC | ||||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,150 |
| NORTHWESTERN UNIVERSITY | ||||||
| 1800 SHERMAN AVENUE SUITE 4-500 | EVANSTON | IL | 60208 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $3,600 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | ||||||
| 400 S MONROE ST | STILLWATER | OK | 74074 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $2,500 |
| PIEDMONT UNIVERSITY INC | ||||||
| PO BOX 10 1021 CENTRAL AVENUE | DEMOREST | GA | 30535 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $500 |
| PURDUE RESEARCH FOUNDATION | ||||||
| 1281 WIN HENTSCHEL BLVD | LAFAYETTE | IN | 47906 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||
| 315 W HURON ST STE 240 | ANN ARBOR | MI | 48103 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 |
| SAMFORD UNIVERSITY | ||||||
| 800 LAKESHORE DR | HOMEWOOD | AL | 35229 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $500 |
| SIGMA NU EDUCATIONAL FOUNDATION INC | ||||||
| 9 NORTH LEWIS STREET PO BOX 1869 | LEXINGTON | VA | 24450 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $1,000 |
| TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION | ||||||
| BOX 5111 | COOKEVILLE | TN | 38505 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 |
| THE UNIVERSITY OF TENNESSEE FOUNDAT ION INC | ||||||
| 1525 UNIVERSITY AVE | KNOXVILLE | TN | 37921 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $1,000 |
| TREVECCA NAZARENE UNIVERSITY | ||||||
| 333 MURFREESBORO PIKE | NASHVILLE | TN | 37210 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $500 |
| TRUSTEES OF DARTMOUTH COLLEGE | ||||||
| DARTMOUTH COLLEGE | HANOVER | NH | 03755 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $2,500 |
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||
| 1 NASSAU HALL | PRINCETON | NJ | 08544 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $250 |
| UNIVERSITY OF ALABAMA ALUMNI ASSOC ALUMNI HALL | ||||||
| ASSOCIATION ALUMNI HALL BOX 861928 | TUSCALOOSA | AL | 354860017 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $400 |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||||||
| 1720 2ND AVE SOUTH | BIRMINGHAM | AL | 35294 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $14,000 |
| UNIVERSITY OF GEORGIA FOUNDATION | ||||||
| 1 PRESS PLACE | ATHENS | GA | 30602 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $9,625 |
| UNIVERSITY OF MONTEVALLO FOUNDATION | ||||||
| STATION 6001 | MONTEVALLO | AL | 35115 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 |
| UNIVERSITY OF NO ALA FOUNDATION | ||||||
| UNA BOX 5059 | FLORENCE | AL | 356319934 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 |
| UNIVERSITY OF NOTRE DAME DU LAC | ||||||
| 100 ECK CTR6 | NOTRE DAM | IN | 46556 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $1,700 |
| WALKER COLLEGE FOUNDATION | ||||||
| 1501 GAMBLE AVE | JASPER | AL | 35501 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $2,300 |
| WOFFORD COLLEGE | ||||||
| WOFFORD COLLEGE RD | SPARTANBURG | SC | 29303 | CURRENT | 2022 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,172,740 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN JUNIOR GOLF ASSOCIATION | ||||||
| 1980 SPORTS CLUB DRIVE | BRASELTON | GA | 30517 | FUTURE | SUPPORT FOR DIVERSITY, EQUITY AND INCLUSION PROJECTS | $150,000 |
| CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION | ||||||
| 1575 NORTHEAST EXPRESSWAY NE | ATLANTA | GA | 303292401 | FUTURE | TO SUPPORT CHILDREN'S HEALTHCARE OF ATLANTA NORTH DRUID HILLS CAMPUS | $1,000,000 |
| EDUCATION FARM | ||||||
| 1914 4TH AVE N STE 200 | BIRMINGHAM | AL | 352033510 | FUTURE | PROPEL CENTER: GLOBAL HBCU CAMPUS FOR INNOVATIVE LEARNING | $7,500,000 |
| EMORY UNIVERSITY | ||||||
| 1440 CLIFTON ROAD | ATLANTA | GA | 30322 | FUTURE | EMORY UNIVERSITY SCHOOL OF LAW CENTER FOR CIVIL RIGHTS AND SOCIAL JUSTICE | $3,500,000 |
| GEORGIA TECH FOUNDATION INC | ||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | FUTURE | CURRENT OPERATIONS AND FOR A PERMANENT ENDOWMENT, DIRECTED TOWARD THE ATTRACTION AND RETENTION OF EMINENT TEACHER/SCHOLARS. | $5,000,000 |
| GEORGIA TECH FOUNDATION INC | ||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | FUTURE | SUPPORT TO NAME THE JOHN LEWIS STUDENT CENTER ON GEORGIA TECH CAMPUS | $1,000,000 |
| INROADS INC | ||||||
| 260 PEACHTREE STREET NE | ATLANTA | GA | 30303 | FUTURE | TO SUPPORT HBCU SUSTAINABLE COMMUNITIES INITIATIVE | $3,000,000 |
| NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC | ||||||
| 250 WILLIAMS ST NW | ATLANTA | GA | 30303 | FUTURE | NCCHR CAPITAL EXPANSION GRANT SUBMISSION | $250,000 |
| SMITHSONIAN INSTITUTION | ||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | FUTURE | TO SUPPORT THE NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $21,600,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,678 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,752,770 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,859,146 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PORTFOLIO INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,851 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,681,456 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,681,456 | 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 | SOUTHERN COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 IVAN ALLEN JR BLVD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $27,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LAZARD FIXED INCOME | BondNm |
| EOY Book Value | $17,860,715 | EOYBookValueAmt |
| EOYFMV | $17,860,715 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN EMERGING MARKETS | $3,169,856 | $3,169,856 |
| EARNEST PARTNERS | $12,423,294 | $12,423,294 |
| BARROW | $13,369,454 | $13,369,454 |
| DRZ SVC | $6,615,946 | $6,615,946 |
| OFI DEVELOPMENT INTERNATIONAL | $27,666,566 | $27,666,566 |
| EIP ELEVATE | $2,118,982 | $2,118,982 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE FUNDS | FMV | $4,568,713 | $4,568,713 |
| HEDGE FUNDS | FMV | $3,991,347 | $3,991,347 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $47,678 | $48,889 | $48,889 |
| INTEREST RECEIVABLE | $11,265 | $6,476 | $6,476 |
| STOCK RECEIVABLE | $20,425 | $33,112 | $33,112 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $18,527,979 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $6,875 | $0 | $6,875 |
| MISCELLANEOUS | $40,616 | $0 | $40,616 |
| FORM K-1 LAZARD PORTFOLIO DEDUCTIONS | $19,093 | $19,093 | $0 |
| FORM K-1 OFI INTERNATIONAL | $9,373 | $9,373 | $0 |
| FORM K-1 ELEVATE PORTFOLIO DEDUCTIONS | $98,330 | $98,330 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EARNEST PARTNERS | $11 | $11 | $11 |
| OTHER PORTFOLIO INCOME | $60,851 | $60,851 | $60,851 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| STOCK PAYABLE DEPRINCE | $66,657 | $32,982 |
| MISC ACCOUNT PAYABLE | $15,364 | $6,625 |
| EXCISE TAX PAYABLE | $43,679 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $449,054 | $449,054 | $0 |
| BANKING FEES | $7,067 | $0 | $7,067 |
| ACCOUNTING FEES | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $67,899 | $67,899 | $0 |
| FEDERAL EXCISE TAX | $56,101 | $0 | $0 |