Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
SOUTHERN COMPANY CHARITABLE FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address)241 RALPH MCGILL BLVD NE NO 10095
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA303083374
A Employer identification number

58-2514027
B Telephone number (see instructions)

(404) 506-3390
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$61,015,878
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 2,099 2,099  
4 Dividends and interest from securities... 1,173,888 1,170,976  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,469,008
b Gross sales price for all assets on line 6a 92,931,633
7 Capital gain net income (from Part IV, line 2)... 5,469,008
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 49,620 3,306 0
12 Total. Add lines 1 through 11........ 6,694,615 6,645,389 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,600 1,300 0 1,300
c Other professional fees (attach schedule).... 245,714 245,714 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 48,800 23,373 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 742,969 346,444 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,040,083 616,831 0 1,300
25 Contributions, gifts, grants paid....... 6,345,000 6,345,000
26 Total expenses and disbursements. Add lines 24 and 25 7,385,083 616,831 0 6,346,300
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -690,468
b Net investment income (if negative, enter -0-) 6,028,558
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,434,943 794,207 794,207
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 36,244 41,001 41,001
10a Investments—U.S. and state government obligations (attach schedule) 20,044,215 Click to see attachment0 0
b Investments—corporate stock (attach schedule)....... 38,707,716 Click to see attachment42,731,153 42,731,153
c Investments—corporate bonds (attach schedule)....... 6,245,566 Click to see attachment13,197,773 13,197,773
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment4,208,334 4,208,334
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment39,166 Click to see attachment43,410 Click to see attachment43,410
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 67,507,850 61,015,878 61,015,878
Liabilities 17 Accounts payable and accrued expenses.......... 70,650 54,443
18 Grants payable.................. 31,560,000 24,459,134
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 31,630,650 24,513,577
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 35,877,200 36,502,301
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 35,877,200 36,502,301
31 Total liabilities and net assets/fund balances (see instructions). 67,507,850 61,015,878
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
35,877,200
2
Enter amount from Part I, line 27a .....................
2
-690,468
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,490,996
4
Add lines 1, 2, and 3 ..........................
4
42,677,728
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
6,175,427
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
36,502,301
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a EARNEST PARTNERS P    
b CAPITAL GUARDIAN P    
c BARROW P    
d MACQUARUE P    
e DRZ P    
JP MORGAN P    
ABERDEEN P    
LAZARD P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,951,490   2,679,215 272,275
b 20,293,894   20,489,551 -195,657
c 702,811   692,522 10,289
d 23,241,705   18,520,437 4,721,268
e 1,046,738   1,042,449 4,289
44,694,995   44,019,784 675,211
    17,921 -17,921
    746 -746
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       272,275
b       -195,657
c       10,289
d       4,721,268
e       4,289
      675,211
      -17,921
      -746
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 5,469,008
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 5,469,008
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 1,539,070 63,369,898 0.024287
2013 1,301,591 48,549,046 0.026810
2012 1,236,626 43,981,177 0.028117
2011 863,511 27,751,226 0.031116
2010 1,084,495 6,075,106 0.178515
2
Total of line 1, column (d) .....................
20.288845
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.057769
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
62,633,936
5
Multiply line 4 by line 3......................
5
3,618,300
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
60,286
7
Add lines 5 and 6........................
7
3,678,586
8
Enter qualifying distributions from Part XII, line 4.............
8
6,346,300
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 60,286
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 60,286
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 60,286
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 49,001
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 49,001
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 48
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 11,333
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA, CA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletKESHAA MCGURN Telephone no.bullet (404) 506-3390

    Located atbullet241 RALPH MCGILL BLVD BIN 10131ATLANTAGA ZIP+4bullet30308
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHRISTOPHER C WOMACK DIRECTOR
    1.00
    0 0 0
    30 IVAN ALLEN JR BLVD BIN SC1508
    ATLANTA,GA30303
    SUSAN M CARTER SECRETARY
    1.00
    0 0 0
    241 RALPH MCGILL BLVD BIN 10131
    ATLANTA,GA30308
    KESHAA MCGURN ASSISTANT SECRETARY
    4.00
    0 0 0
    241 RALPH MCGILL BLVD BIN 10131
    ATLANTA,GA30308
    DEKIA M SCOTT TREASURER
    1.00
    0 0 0
    30 IVAN ALLEN JR BLVD BIN SC1101
    ATLANTA,GA30303
    ARTHUR M BEATTIE VICE PRESIDENT
    1.00
    0 0 0
    30 IVAN ALLEN JR BLVD BIN SC1503
    ATLANTA,GA30303
    MICHAEL K ANDERSON PRESIDENT
    2.00
    0 0 0
    241 RALPH MCGILL BLVD BIN 10230
    ATLANTA,GA30308
    MARK S LANTRIP DIRECTOR
    1.00
    0 0 0
    241 RALPH MCGILL BLVD BIN 10230
    ATLANTA,GA30308
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    EARNEST PARTNERS INVESTMENT FEES 121,042
    1180 PEACHTREE STREET NE
    ATLANTA,GA30368
    CAPITAL GUARDIAN INVESTMENT FEES 59,253
    1230 PEACHTREE STREET NE 3800
    ATLANTA,GA30309
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    62,682,696
    b
    Average of monthly cash balances.......................
    1b
    820,645
    c
    Fair market value of all other assets (see instructions)................
    1c
    84,411
    d
    Total (add lines 1a, b, and c).........................
    1d
    63,587,752
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    63,587,752
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    953,816
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    62,633,936
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,131,697
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    3,131,697
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    60,286
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    60,286
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,071,411
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,071,411
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,071,411
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    6,346,300
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    6,346,300
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    60,286
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,286,014
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 3,071,411
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 1,171,300
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 6,346,300
    a Applied to 2014, but not more than line 2a 1,171,300
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 3,071,411
    e Remaining amount distributed out of corpus 2,103,589
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,103,589
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    2,103,589
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015.... 2,103,589
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SOUTHERN COMPANY CHARITABLE FOUNDAT
    241 RALPH MCGILL BLVD BIN 10131
    ATLANTA,GA30308
    (404) 506-6784
    bThe form in which applications should be submitted and information and materials they should include:
    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
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CONTACT THE ORGANIZATION AT (404) 506-6784 FOR DETAIL INFORMATION
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    GEORGIA TECH FOUNDATION INC
    760 SPRING ST NW 400
    ATLANTA,GA30308
      PC FIRST PAYMENT OF A SEVEN YEAR PLEDGE DIRECTED TOWARDS THE ATTRACTION AND RETENTION OF EMINENT TEACHER/SCHOLARS, SUPPORT FOR BOTH UNDERGRADUATE AND GRADUATE STUDENTS. 5,000,000
    GEORGIA TECH FOUNDATION INC
    760 SPRING ST NW 400
    ATLANTA,GA30308
      PC FINAL PAYMENT OF 5 YEAR PLEDGE FOR THE ENERGY CONSERVATION & SUSTAINABILITY INITIATIVE 260,000
    GEORGIA TECH FOUNDATION INC
    760 SPRING ST NW 400
    ATLANTA,GA30308
      PC GEORGIA TECH PROMISE SCHOLARSHIP PROGRAM 200,000
    SMITHSONIAN INSTITUTION
    600 MARYLAND AVE SW
    WASHINGTON,DC20002
      PC CONSTRUCTION AND DESIGN OF THE NEW NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE 200,000
    UNIVERSITY OF GEORGIA
    220 SOUTH JACKSON STREET
    ATHENS,GA30602
      PC RESTORATION OF LAKE HERRICK 150,000
    ALVIN AILEY DANCE FOUNDATION INC
    405 W 55TH ST
    NEW YORK,NY10019
      PC FINAL PAYMENT OF TWO YEAR PLEDGE TO SUPPORT EDUCATIONAL PROGRAMS 125,000
    EAST LAKE FOUNDATION
    2606 ALSTON DRIVE SE
    ATLANTA,GA30317
      PC EXPANSION OF DREW CHARTER SCHOOL 125,000
    NEW VENTURE FUND
    1201 CONNETICUT AVE NW
    WASHINGTON,DC20036
      PC THE JOHN LEWIS DOCUMENTARY PROJECT 100,000
    CHILDREN'S HEALTHCARE OF ATLANTA
    1001 JOHNSON FERRY RD NE
    ATLANTA,GA30342
      PC HUGHES SPALDING OPERATING SUPPORT 100,000
    ARMY WAR COLLEGE FOUNDATIN INC
    122 FORBES AVE B-120
    CARLISLE,PA17013
      PC PROVOST'S AND DEAN'S PROGRAMS 35,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    8701 LEEDS ROAD
    KANSAS CITY,MO64129
      PC FOURTH PAYMENT OF A FIVE YEAR PLEDGE FOR THE "ONE WAY 2 PLAY" PROGRAM. 25,000
    NATIONAL COUNCIL OF NEGRO WOMEN INC
    633 PENNSYLVANIA AVE NW
    WASHINGTON,DC20004
      PC CIRCLE OF EIGHT INITIATIVE 25,000
    Total .................................bullet 3a 6,345,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
        14 2,099  
    4 Dividends and interest from securities....     14 1,173,888  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....     14 49,620  
    8
    Gain or (loss) from sales of assets other than inventory ............
        14 5,469,008  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 6,694,615 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    136,694,615
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 2,600 1,300 0 1,300

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CAPITAL GUARDIAN ISHARES CORE 0 0
    LAZARD FIXED INCOME 13,197,773 13,197,773

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABERCROMBIE & FITCH CO - CL A 39,204 39,204
    ACACIA RESEARCH CORP 35,637 35,637
    ACTIVISION BLIZZARD, INC 267,293 267,293
    ADTRAN INC 100,479 100,479
    AFLAC INC 128,486 128,486
    AGILENT TECHNOLOGIES INC 128,775 128,775
    AIR PRODUCTS & CHEMICALS 257,488 257,488
    ALTRIA GROUP INC 142,382 142,382
    AMERICAN EXPRESS CO 226,316 226,316
    AMERICAN TOWER CORP 178,388 178,388
    AMERISOURCEBERGEN CORP 201,197 201,197
    ANDERSONS INC 86,002 86,002
    ANTHEM INC 256,151 256,151
    APACHE CORP 67,150 67,150
    ASTEC INDS INC COM 69,760 69,760
    AT&T INC 90,911 90,911
    AUTODESK INC 273,574 273,574
    AUTOMATIC DATA PROCESSING INC 175,794 175,794
    AXIALL CORPORATION 52,129 52,129
    BANK OF AMERICA CORP 377,783 377,783
    BECTON DICKINSON 197,235 197,235
    BOEING CO 247,249 247,249
    BP PLC SPONSORED 145,515 145,515
    BROOKLINE BANCORP INC 35,225 35,225
    CABOT CORP 142,998 142,998
    CALIFORNIA RESOURCES CORP 0 0
    CAPITAL ONE FINANCIAL CORP 200,588 200,588
    CARBO CERAMICS INC 52,890 52,890
    CARDINAL HEALTH INC 167,828 167,828
    CARNIVAL CORP 214,815 214,815
    CDK GLOBAL HOLDINGS LLC 31,852 31,852
    CF INDUSTRIES HOLDINGS INC 108,555 108,555
    CHEMICAL FINL CORP 63,982 63,982
    CHEVRON CORPORATION 94,008 94,008
    CHICOS FAS INC 76,621 76,621
    CHUBB CORP 185,696 185,696
    CITIGROUP INC 213,365 213,365
    CLARCOR INC 9,986 9,986
    CMG/MUT/TRUST FUNDS 0 0
    COHEN & STEERS 53,980 53,980
    COHU INC 42,209 42,209
    COLUMBIA BKG SYS INC 55,755 55,755
    COMCAST CORP - CL A 218,102 218,102
    COMPASS MINERALS INTERNATIONAL INC 105,303 105,303
    CONOCOPHILLIPS 117,099 117,099
    CORNING INC 120,282 120,282
    CORPORATE OFFICE PROPERTIES TR 92,887 92,887
    CRANE CO 73,004 73,004
    CRH PLC 214,392 214,392
    CUMMINS INC 77,889 77,889
    CYPRESS SEMICONDUCTOR CORP 88,143 88,143
    DARDEN RESTAURANTS INC 193,147 193,147
    DEERE & CO 170,921 170,921
    DEVON ENERGY CORPORATION 61,760 61,760
    DIEBOLD INC 136,428 136,428
    DISNEY WALT CO NEW 327,114 327,114
    DOVER CORP 85,834 85,834
    DUKE ENERGY CORP 111,940 111,940
    EMC CORP MASS 147,403 147,403
    EMERSON ELEC CO 199,929 199,929
    ENTERGY CORP 55,782 55,782
    EXELON CORP 123,160 123,160
    EXPRESS SCRIPTS HLDG 262,230 262,230
    EXXONMOBIL CORP 97,905 97,905
    FIRST FINL BANCORP 39,122 39,122
    FIRST MERCHANTS CORP 33,656 33,656
    FIRST MIDWEST BANCORP INC 51,180 51,180
    FNB CORPORATION 121,181 121,181
    FREEPORT-MCMORAN INC 26,978 26,978
    GENERAL DYNAMICS CORP 434,332 434,332
    GOLDMAN SACHS GROUP INC 174,823 174,823
    GRANITE CONSTRUCTION INC 172,498 172,498
    GREEN PLAINS INC 75,227 75,227
    GREENHILL & CO 60,338 60,338
    GREIF INC - CL A 28,068 28,068
    HANCOCK HOLDING CO 76,441 76,441
    HAYNES INTERNATIONAL INC 43,845 43,845
    HONEYWELL INTERNATIONAL INC 234,897 234,897
    IBERIABANK CORP 96,097 96,097
    IBM 0 0
    INFINITY PROPERTY AND CASUALTY CORP 11,512 11,512
    INTEL CORP 387,735 387,735
    INTERCONTINENTAL EXCHANGE INC 161,444 161,444
    INTL BUSINESS MACHINES CORP 145,189 145,189
    INTUIT INC 337,364 337,364
    JOHNSON & JOHNSON 232,969 232,969
    JOHNSON CONTROLS INC 369,508 369,508
    JP MORGAN CHASE & CO 494,631 494,631
    KBR INC 128,778 128,778
    KEYSIGHT TECHNOLOGIES INC 43,628 43,628
    KIMBERLY CLARK CORP 112,024 112,024
    KROGER CO 253,908 253,908
    KRONOS WORLDWIDE INC 30,371 30,371
    LOEWS CORPORATION 77,568 77,568
    MCGRATH RENTCORP 45,115 45,115
    MCKESSON CORP 240,621 240,621
    MEDTRONIC PLC 299,065 299,065
    MENS WEARHOUSE INC 61,480 61,480
    MERCK & CO INC 195,011 195,011
    MEREDITH CORP 66,605 66,605
    MICROSOFT CORP 333,990 333,990
    MORGAN STANLEY 107,518 107,518
    MSA SAFETY INC 95,199 95,199
    NATIONAL BANK HOLDINGS CORP CL A 75,714 75,714
    NEW RESIDENTIAL INVESTMENT CORP 111,033 111,033
    NORTHERN TR CORP 94,798 94,798
    NORTHWEST BANCSHARES INC 63,910 63,910
    OCCIDENTAL PETE CORP 257,324 257,324
    OLD NATL BANCORP 92,533 92,533
    ON SEMICONDUCTOR CORP 137,455 137,455
    ORACLE CORPORATION 248,075 248,075
    OSHKOSH CORP 67,461 67,461
    PACKAGING CORP OF AMERICA 137,071 137,071
    PATTERSONS-UTI ENERGY INC 119,177 119,177
    PFIZER INC 248,588 248,588
    PHILIP MORRIS INTERNATIONAL 283,246 283,246
    PHILLIPS 66 91,125 91,125
    PNC FINANCIAL SERVICES GROUP 216,163 216,163
    POTLATCH HOLDINGS INC 65,712 65,712
    PRIMORIS SERVICES CORP 77,656 77,656
    PROGRESSIVE CORP OHIO 133,878 133,878
    PROSPERITY BANCSHARES INC 137,023 137,023
    PROVIDENT FINL SVCS INC 43,605 43,605
    QUALCOMM INC 194,592 194,592
    REGAL BELOIT CORP 100,654 100,654
    SANOFI SPONSORED 191,712 191,712
    SCHLUMBERGER LTD 106,718 106,718
    STATE STREET CORP 239,228 239,228
    SUN HYDRAULICS CORP 2,411 2,411
    SUPERIOR ENERGY INC 41,259 41,259
    TANGER FACTORY OUTLET CTRS INC 47,448 47,448
    TARGET CORP 227,560 227,560
    TETRA TECH INC 81,911 81,911
    TEVA PHARMACEUTICAL INDS SPONSORED 183,923 183,923
    TEXAS INSTRUMENTS INC 195,343 195,343
    THE BUCKLE INC 31,149 31,149
    TJX COS INC 320,797 320,797
    TRANSOCEAN LTD 0 0
    TRAVELERS COMPANIES INC 273,008 273,008
    UMB FINANCIAL CORP 76,947 76,947
    UNION BANKSHARES CORPORATION 56,941 56,941
    UNION PAC CORP 182,441 182,441
    UNITED TECHNOLOGIES CORP 149,773 149,773
    UNITEDHEALTH GROUP INC 657,490 657,490
    US SILICA HOLDINGS INC 71,586 71,586
    VERIZON COMMUNICATIONS 254,071 254,071
    VODAFONE GROUP SPONSORED 61,971 61,971
    WALMART STORES INC 201,677 201,677
    WELLS FARGO & CO 313,114 313,114
    WESBANCO INC 42,448 42,448
    WESTAMERICA BANCORPORATION 105,141 105,141
    ABERDEEN EMERGING MARKETS 2,425,707 2,425,707
    OFI DEV INTL 18,716,765 18,716,765

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2015 InvestmentsOtherSchedule2
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    REAL ESTATE FUNDS FMV 2,200,005 2,200,005
    HEDGE FUNDS FMV 2,008,329 2,008,329

    TY 2015 OtherAssetsSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 39,154 43,180 43,180
    INTEREST RECEIVABLE 12 230 230


    TY 2015 OtherDecreasesSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Description Amount
    UNREALIZED LOSSES ON INVESTMENTS 6,160,830
    PRIOR PERIOD ADJUSTMENT TO PREPAIDS 14,243
    EXPENSE RECORDED ON BOOKS NOT ON TAX 354


    TY 2015 OtherExpensesSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 6,395 0 0 0
    ADJUSTMENT TO DISCOUNT FOR FUTURE COMMITTMENTS 390,130 0 0 0
    FORM K-1 LAZARD PORTFOLIO DEDUCTIONS 2,556 2,556 0 0
    FORM K-1 JP MORGAN INTERNATIONAL EQUITY 2,989 2,989 0 0
    JP MORGAN PORTFOLIO LOSSES 321,460 321,460 0 0
    CAPITAL GUARDIAN PORTFOLIO LOSSES 19,423 19,423 0 0
    ABERDEEN PORTFOLIO LOSSES 16 16 0 0


    TY 2015 OtherIncomeSchedule2
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EARNEST PARTNERS 1,188 1,188 0
    GLOBAL 2,118 2,118 0
    BOOK INCOME 46,314 0 0


    TY 2015 OtherIncreasesSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Description Amount
    2015 GRANTS PAID & EXPENSED IN PRIOR YEARS 5,935,000
    PRIOR PERIOD ADJUSTMENT TO FUTURE COMMITMENTS 1,555,996


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 245,714 245,714 0 0


    TY 2015 TaxesSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 25,427 0 0 0
    FOREIGN TAXES PAID 23,373 23,373 0 0