SOUTHERN COMPANY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN COMPANY CHARITABLE FOUNDATION INC (EIN 58-2514027)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349105406
- Schema version
- 2024v5.2
- 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 | 2025-11-17T14:19:59-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 10042 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303083374 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RITA BREEN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4045066784 | PhoneNum |
| Signature | 2025-11-17 | 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 | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $97,851,340 | 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 | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21,992 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,992 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,134,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,134,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,123,321 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,216,097 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,123,321 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $19,318,066 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,280,066 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $108,357 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $50,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $58,357 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $486,190 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $443,392 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,798 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,115 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,115 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $129,887 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $85,391 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $190,751 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $171,527 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,224 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $918,300 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $753,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $120,379 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,455,039 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,546,665 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,373,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $753,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,667,044 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,944,727 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,526,641 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,617,144 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,711,111 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,711,111 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable EOY | $10,000,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $10,000,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $54,320 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $64,142 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $64,142 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $74,844,476 | CorporateStockBOYAmt |
| Corporate Stock EOY | $59,762,388 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,762,388 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,740,361 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,094,516 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,094,516 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,101,824 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,097,056 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,097,056 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $115,019 | OtherAssetsBOYAmt |
| Other Assets EOY | $122,127 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $122,127 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $104,473,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,851,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $97,851,340 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $107,764 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $104,600 | AccountsPayableEOYAmt |
| Grants Payable BOY | $38,960,288 | GrantsPayableBOYAmt |
| Grants Payable EOY | $28,868,662 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $42,433 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $114,939 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $39,110,485 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,088,201 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $65,362,659 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $68,763,139 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,362,659 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,763,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $104,473,144 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,851,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,362,659 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,944,727 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $73,307,386 | SubtotalAmt |
| Other Decreases | $4,544,247 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $68,763,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| BARROW | P | $2,949,405 | $2,949,405 | $2,949,405 | |
| DEPRINCE | P | $397,894 | $397,894 | $397,894 | |
| EARNEST | P | $1,985,870 | $1,985,870 | $1,985,870 | |
| ABERDEEN | P | -$86,052 | -$86,052 | $86,052 | |
| OFI DEV | P | $1,871,150 | $1,871,150 | $1,871,150 | |
| LAZARD | P | $10,346 | $10,346 | $10,346 | |
| MORGAN | P | $1,432 | $1,432 | $1,432 | |
| ELEVATE | P | -$6,724 | -$6,724 | $6,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,123,321 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $118,520 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $118,520 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $118,520 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $130,000 | 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 | $130,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,658 | EsPenaltyAmt |
| Overpayment | $9,822 | OverpaymentAmt |
| Applied To ES Tax | $9,822 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| 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 10042 | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MYRA C BIERRIA | |||||||||
| 10 PEACHTREE PLACE NE SUITE 1000 | GAS119 | ATLANTA | GA | 30309 | 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 NE BIN 10042 | ATLANTA | GA | 30308 | SECRETARY, NON-VOTING OFFICER | 6.00 | $0 | $0 | $0 | |
| VERONICA E PUNCH | |||||||||
| 241 RALPH MCGILL BLVD NE BIN 10042 | ATLANTA | GA | 30308 | ASST SECRETARY, NON-VOTING OFFICER | 2.00 | $0 | $0 | $0 | |
| BYRAN D ANDERSON | |||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1501 | ATLANTA | GA | 30308 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| STERLING A SPAINHOUR | |||||||||
| 30 IVAN ALLEN JR BLVD BIN SC1216 | 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 | $136,934 |
| EARNEST PARTNERS | |||||
| 1180 PEACHTREE ST NE 2300 | ATLANTA | GA | 30309 | INVESTMENT FEES | $93,958 |
| TRUIST | |||||
| 2226 SUNDOWN DR NE | ATLANTA | GA | 30345 | INVESTMENT FEES | $82,974 |
| 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 | $97,544,209 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,554,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $101,098,963 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $101,098,963 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,516,484 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,582,479 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,979,124 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,979,124 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $118,520 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $118,520 | TotalTaxAmt |
| Distributable Before Adj | $4,860,604 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,860,604 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,860,604 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,667,044 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,667,044 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,860,604 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,533,895 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,850,669 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,310,281 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $21,658,734 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,353,579 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,667,044 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,860,604 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,806,440 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $78,160,019 | 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 | $5,533,895 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $72,626,124 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,850,669 | ExcessFromYear4Amt |
| Excess From Year3 | $23,310,281 | ExcessFromYear3Amt |
| Excess From Year1 | $21,658,734 | ExcessFromYear1Amt |
| Excess From Current Year | $15,806,440 | 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 10042 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | |||||||
| 3525 PIEDMONT ROAD NE BUILDING 6 | SUITE 605 | ATLANTA | GA | 100222709 | PC | AJC ATLANTA'S 2024 NATIONAL HUMAN RELATIONS AWARD DINNER HONORING DONNA HYLAND (NO PARTICIPATION) | $15,000 |
| AMERICAN JUNIOR GOLF ASSOCIATION | |||||||
| 1980 SPORTS CLUB DRIVE | BRASELTON | GA | 30517 | PC | SUPPORT FOR DIVERSITY, EQUITY AND INCLUSION PROJECTS | $150,000 | |
| AMERICAN NATIONAL RED CROSS | |||||||
| 430 17H ST NW | WASHINGTON | DC | 20006 | PC | HURRICANE HELENE DISASTER RELIEF EFFORTS | $1,000,000 | |
| AMERICAN NATIONAL RED CROSS | |||||||
| 430 17H ST NW | WASHINGTON | DC | 20006 | PC | AMERICAN NATIONAL RED CROSS MATCHING GIFT CAMPAIGN | $500,000 | |
| AMERICAN VOLUNTEER LAWYERS FOUNDATION | |||||||
| 352 UNIVERSITY AVENUE SOUTHWEST | ATLANTA | GA | 30310 | PC | SUPPORT FOR ATLANTANS FACING HOUSING ISSUES AND INTIMATE PARTNER ABUSE | $25,000 | |
| BONTERRA TECH LLC | |||||||
| 10801 NORTH MOPAC EXPRESSWAY SUITE | 400 | AUSTIN | TX | 78759 | NC | 2024 SOUTHERN EDUCATIONAL MATCHING GIFTS | $416,665 |
| CARE | |||||||
| 151 ELLIS STREET NORTHEAST | ATLANTA | GA | 30303 | PC | CARE IMPACT AWARDS 2024 | $25,000 | |
| 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 | |
| COUNCIL ON CRIMINAL JUSTICE | |||||||
| 2612 BROOKWOOD DRIVE NE | ATLANTA | GA | 30305 | PC | ADVANCING SAFETY AND JUSTICE | $300,000 | |
| EBENEZER BUILDING FOUNDATION | |||||||
| 101 JACKSON ST NE | ATLANTA | GA | 30312 | PC | CAPITAL IMPROVEMENTS | $1,000,000 | |
| EMERGENCY ASSISTANCE FOUNDATION INC | |||||||
| 700 S DIXIE HWY SUITE 107 | WEST PALM BEACH | FL | 33401 | PC | SOUTHERN COMPANY EMPLOYEE EMERGENCY RELIEF FUND FOR HURRICANE HELENE | $1,000,000 | |
| FOUNDATION FOR DEFENSE OF DEMOCRACIES | |||||||
| 1800 M STREET NORTHWEST | WASHINGTON | DC | 20036 | PC | CYBERSPACE SOLARIUM COMMISSION 2.0 (CSC 2.0) | $50,000 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30332 | PC | SUPPORT TO NAME THE JOHN LEWIS STUDENT CENTER ON GEORGIA TECH CAMPUS | $1,000,000 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30332 | 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 | 30332 | PC | SUPPORT SOUTHERN COMPANY FOUNDATION ENGINEERING PIPELINE | $7,000,000 | |
| MAKE-A-WISH GEORGIA | |||||||
| 1775 THE EXCHANGE SOUTHEAST | ATLANTA | GA | 30339 | PC | 2024 WISH FUNDING | $25,000 | |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 397625708 | PC | SUPPORT FOR CYBERSECURITY CENTER | $500,000 | |
| NATIONAL LINKS TRUST | |||||||
| 331 7TH ST NE | WASHINGTON | DC | 20002 | PC | SUPPORT FOR DIVERSITY, EQUITY & INCLUSION PROGRAMMING | $125,000 | |
| NEW AMERICAN PATHWAYS | |||||||
| 2300 HENDERSON MILL ROAD | ATLANTA | GA | 30345 | PC | SUPPORT PATHWAYS TO POSSIBILITIES | $10,000 | |
| NORTHSIDE YOUTH ORGANIZATION INC | |||||||
| PO BOX 420486 | ATLANTA | GA | 30342 | PC | OPERATING SUPPORT/NYO FIELD OF DREAMS LIGHTS | $50,000 | |
| NUCLEAR THREAT INITIATIVE INC | |||||||
| 1776 EYE STREET NW STE 1000 | WASHINGTON | DC | 20006 | PC | SUPPORT OPERATING EXPENSES | $100,000 | |
| PARK PRIDE INC | |||||||
| PO BOX 4936 | ATLANTA | GA | 30302 | PC | SUPPORT HANK AARON ACADEMY AT THE SOUTHSIDE | $1,000,000 | |
| 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 | |
| SOUTHERN YOUTH LEADERSHIP DEVELOPMENT INSTITUTE | |||||||
| 315 SOUTH JACKSON STREET | MONTGOMERY | AL | 36104 | PC | OPERATIONAL SUPPORT | $15,000 | |
| THE KING CENTER | |||||||
| 449 AUBURN AVENUE NORTHEAST | ATLANTA | GA | 30312 | PC | SUPPORT DEXTER SCOTT KING MEMORIAL | $25,000 | |
| UNIVERSITY OF GEORGIA FOUNDATION | |||||||
| 1 PRESS PLACE SUITE 101 | ATHENS | GA | 30601 | PC | SUPPORT UGA MEDICAL SCHOOL | $1,000,000 | |
| WOODRUFF ARTS CENTER - HIGH MUSEUM OF ART | |||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | PC | GENERAL OPERATING SUPPORT FOR HIGH MUSEUM OF ART | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,546,665 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MISSISSIPPI STATE UNIVERSITY FOUNDATION INC | ||||||
| LEE BOULEVARD | JACKSON | MS | 39762 | PC | SUPPORT OPERATING EXPENSES | $1,000,000 |
| PARK PRIDE INC | ||||||
| PO BOX 4936 | ATLANTA | GA | 30302 | PC | SUPPORT HANK AARON ACADEMY AT THE SOUTHSIDE | $1,000,000 |
| SMITHSONIAN INSTITUTION | ||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | PC | SUPPORT THE NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE (WITH CORPORATE LEADERSHIP COUNCIL) | $500,000 |
| UNIVERSITY OF GEORGIA FOUNDATION | ||||||
| OFFICE OF THE PRESIDENT | ATHENS | GA | 30602 | PC | SUPPORT OPERATING EXPENSES | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,992 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,134,753 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,123,321 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $38,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,318,066 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,318,066 | 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 | $10,000,000 | 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 | $18,094,516 | EOYBookValueAmt |
| EOYFMV | $18,094,516 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN EMERGING MARKETS | $3,322,299 | $3,322,299 |
| EARNEST PARTNERS | $11,322,282 | $11,322,282 |
| BARROW | $11,423,930 | $11,423,930 |
| DRZ SVC | $5,904,855 | $5,904,855 |
| OFI DEVELOPMENT INTERNATIONAL | $25,978,435 | $25,978,435 |
| EIP ELEVATE | $1,810,587 | $1,810,587 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE FUNDS | FMV | $3,416,171 | $3,416,171 |
| HEDGE FUNDS | FMV | $4,680,885 | $4,680,885 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $51,824 | $31,905 | $31,905 |
| INTEREST RECEIVABLE | $7,847 | $6,774 | $6,774 |
| STOCK RECEIVABLE | $55,348 | $83,448 | $83,448 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $4,544,247 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $19,224 | $0 | $19,224 |
| FORM K-1 LAZARD PORTFOLIO DEDUCTIONS | $18,583 | $18,583 | $0 |
| FORM K-1 OFI INTERNATIONAL | $10,446 | $10,446 | $0 |
| FORM K-1 ELEVATE PORTFOLIO DEDUCTIONS | $127,594 | $127,594 | $0 |
| OTHER PORTFOLIO LOSS-ABERDEEN | $653 | $653 | $0 |
| OTHER PORTFOLIO LOSS - OFI/INVESCO | $14,251 | $14,251 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND | Desc |
| Revenue And Expenses Per Books | $38,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $38,000 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LABOR PAYABLE | $0 | $47,368 |
| MISC ACCOUNT PAYABLE | $10,008 | $0 |
| STOCK PAYABLE DEPRINCE | $32,425 | $67,571 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $427,577 | $427,577 | $0 |
| BANKING FEES | $8,630 | $2,315 | $6,315 |
| ACCOUNTING FEES | $27,057 | $13,500 | $13,557 |
| CONSULTING | $22,926 | $0 | $22,926 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $85,391 | $85,391 | $0 |
| FEDERAL EXCISE TAX | $44,496 | $0 | $0 |