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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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 BIN 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) 506-6784
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$58,919,068J 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.............
3 Interest on savings and temporary cash investments 1,395 1,395  
4 Dividends and interest from securities... 1,493,316 1,493,316  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,753,228
b Gross sales price for all assets on line 6a 15,474,979
7 Capital gain net income (from Part IV, line 2)... 1,753,228
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)....... Click to see attachment 131 131  
12 Total. Add lines 1 through 11........ 3,248,070 3,248,070  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 15,206 7,706   7,500
c Other professional fees (attach schedule).... Click to see attachment 342,487 342,487   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 86,252 79,572   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 38,544 12,240   26,304
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 482,489 442,005   33,804
25 Contributions, gifts, grants paid....... 18,050,857 2,085,856
26 Total expenses and disbursements. Add lines 24 and 25 18,533,346 442,005   2,119,660
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,285,276
b Net investment income (if negative, enter -0-) 2,806,065
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 5,655,389 649,628 649,628
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.......... 51,501 32,821 32,821
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 46,823,774 Click to see attachment39,286,149 39,286,149
c Investments—corporate bonds (attach schedule)....... 13,856,792 Click to see attachment13,800,051 13,800,051
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,822,693 Click to see attachment5,083,453 5,083,453
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment439,243 Click to see attachment66,966 Click to see attachment66,966
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 71,649,392 58,919,068 58,919,068
Liabilities 17 Accounts payable and accrued expenses.......... 76,224 78,100
18 Grants payable................. 14,066,571 25,031,571
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) Click to see attachment34,954 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 14,177,749 25,109,671
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 57,471,643 33,809,397
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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)..... 57,471,643 33,809,397
31 Total liabilities and net assets/fund balances (see instructions). 71,649,392 58,919,068
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
57,471,643
2
Enter amount from Part I, line 27a .....................
2
-15,285,276
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
62,832
4
Add lines 1, 2, and 3 ..........................
4
42,249,199
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,439,802
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
33,809,397
Form 990-PF (2018)
Form 990-PF (2018)
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 OFI P 2018-12-31 2018-12-31
b BARROW P 2018-12-31 2018-12-31
c DE PRINCE P 2018-12-31 2018-12-31
d EARNEST P 2018-12-31 2018-12-31
e CG DISTRIBUTIONS - MS PPF P 2018-12-31 2018-12-31
DONDIV DISTRI - MS PPF P 2018-12-31 2018-12-31
ABERDEEN P 2018-12-31 2018-12-31
LAZARD P 2018-12-31 2018-12-31
(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 495,000   328,658 166,342
b 5,565,544   4,869,213 696,331
c 5,192,686   4,990,132 202,554
d 4,054,497   3,421,165 633,332
e 13,449     13,449
62,833   62,833 0
90,970     90,970
    49,750 -49,750
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       166,342
b       696,331
c       202,554
d       633,332
e       13,449
      0
      90,970
      -49,750
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 1,753,228
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  
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))
2017 7,429,281 64,781,154 0.114683
2016 6,582,632 50,204,140 0.131117
2015 6,286,014 62,633,936 0.100361
2014 1,539,070 63,369,898 0.024287
2013 1,301,591 48,549,046 0.026810
2
Total of line 1, column (d) .....................
2
0.397258
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.079452
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
64,599,703
5
Multiply line 4 by line 3......................
5
5,132,576
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
28,061
7
Add lines 5 and 6........................
7
5,160,637
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,119,660
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 56,121
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 56,121
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 56,121
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 88,942
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 88,942
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 32,821
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet32,821 RefundedBullet 11 0
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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 ofbulletRITA BREEN Telephone no.bullet (404) 506-3390

    Located atbullet241 RALPH MCGILL BLVD BIN 10095ATLANTAGA ZIP+4bullet30308
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    ARTHUR M BEATTIE JAN 1- MAY 312018 VICE PRESIDENT
    1.00     		0 0 0
    30 IVAN ALLEN JR BLVD BIN SC1503
    ATLANTA,GA30308
    MICHAEL K ANDERSON PRESIDENT
    1.50     		0 0 0
    241 RALPH MCGILL BLVD BIN 10230
    ATLANTA,GA30308
    MARK S LANTRIP DIRECTOR
    1.00     		0 0 0
    30 IVAN ALLEN JR BLVD BIN SC1501
    ATLANTA,GA30308
    CHRISTOPHER C WOMACK DIRECTOR
    1.00     		0 0 0
    30 IVAN ALLEN JR BLVD BIN SC1508
    ATLANTA,GA30308
    DREW EVANS JAN 1- MAY 312018 VICE PRESIDENT
    1.00     		0 0 0
    30 IVAN ALLEN JR BLVD BIN SC1501
    ATLANTA,GA30308
    RITA M BREEN SECRETARY, NON-VOTING OFFICER
    1.50     		0 0 0
    241 RALPH MCGILL BLVD BIN 10095
    ATLANTA,GA30308
    VALERIE D SEARCY ASST SECRETARY, NON-VOTING OFFICER
    1.50     		0 0 0
    241 RALPH MCGILL BLVD BIN 10095
    ATLANTA,GA30308
    ROGER STEFFENS TREASURER
    1.50     		0 0 0
    30 IVAN ALLEN JR BLVD BIN SC1216
    ATLANTA,GA30308
    DEKIA SCOTT ASST. TREASURER
    1.50     		0 0 0
    30 IVAN ALLEN JR BLVD BIN SC1216
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    OFI DEV INVESTMENT FEES 94,469
    6803 SOUTH TUCSON WAY
    CENTENNIAL,CO80112
    EARNEST PARTNERS INVESTMENT FEES 73,161
    1180 PEACHTREE ST NE 2300
    ATLANTA,GA30309
    SUNTRUST INVESTMENT FEES 71,012
    2226 SUNDOWN DR NE
    ATLANTA,GA30345
    Total number of others receiving over $50,000 for professional services.............bullet3
    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 (2018)
    Form 990-PF (2018)
    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
    65,253,392
    b
    Average of monthly cash balances.......................
    1b
    330,063
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    65,583,455
    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
    65,583,455
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    983,752
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    64,599,703
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,229,985
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,229,985
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    56,121
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    56,121
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,173,864
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,173,864
    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
    3,173,864
    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
    2,119,660
    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
    2,119,660
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,119,660
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 3,173,864
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015...... 2,103,589
    d From 2016...... 4,101,277
    e From 2017...... 4,248,341
    fTotal of lines 3a through e........ 10,453,207
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,119,660
    a Applied to 2017, but not more than line 2a 0
    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 2018 distributable amount..... 2,119,660
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 1,054,204 1,054,204
    (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 9,399,003
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		9,399,003
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 1,049,385
    c Excess from 2016.... 4,101,277
    d Excess from 2017.... 4,248,341
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 10095
    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 (2018)
    Form 990-PF (2018)
    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
    DIAN FOSSEY GORILLA FUND INTERNATIONAL
    800 CHEROKEE AVE SW
    ATLANTA,GA30315     		  PC 2018 GENERAL OPERATING SUPPORT FOR OPERATIONS IN RWANDA AND CONGO 25,000
    HRJ CHARITIES INC
    555 BRYANT STREET NO 230
    PALO ALTO,CA94301     		  PC A NIGHT TO REMEMBER ALADDIN THE HIT BROADWAY MUSICAL PARTNERING WITH EMORY WINSHIP CANCER INSTITUTE. NO SCCF PARTICIPATION. FRIDAY SEPTEMBER 21, 2018 25,000
    UNITED YOUTH ADULT CONFERENCE 2 INC
    1718 FAIRBURN ROAD SW
    ATLANTA,GA30331     		  PC ARTHUR LANGFORD JR. TEEN LEADERSHIP PROGRAM 5,000
    CARE INC
    SOUTHEAST REGIONAL HEADQUARTERS
    ATLANTA,GA303032440     		  PC CARE'S 2018 IMPACT AWARDS DINNER (NO PARTICIPATION) 10,000
    AMERICAN RED CROSS - METROPOLITAN ATLANTA CHAPTER
    1955 MONROE DRIVE NE
    ATLANTA,GA30324     		  PC DISASTER RELIEF FUND FOR HURRICANE FLORENCE AND SIGNIFICANT STORMS DURING THE 2018 HURRICANE SEASON 100,000
    HURRICANE MICHAEL EMPLOYEE DISASTER RELIEF
    241 RALPH MCGILL BLVD
    ATLANTA,GA30308     		  NC DOLLAR FOR DOLLAR MATCH, UP TO $350K FOR DONATIONS MADE BY SOUTHERN COMPANY SYSTEM EMPLOYEES AND RETIREES IN SUPPORT OF SOUTHERN COMPANY EMPLOYEES SIGNIFICANTLY IMPACTED BY HURRICANE MICHAEL. 65,734
    PLANNED PARENTHOOD SOUTH ATLANTIC
    4822 ALBEMARLE ROAD SUITE 104
    CHARLOTTE,NC28205     		  PC DONATION ON BEHALF OF THE RETIREMENT OF SOTHERN COMPANY BOARD OF DIRECTORS MEMBER LINDA P. HUDSON TO SUPPORT HE CAPITAL CAMPAIGN FOR THE NEW CHARLOTTE HEALTH CENTER 5,000
    COMMUNITY FOUNDATION FOR GREATER ATLANTA INC
    191 PEACHTREE STREET NE
    ATLANTA,GA30303     		  PC EMORY BRAIN HEALTH CENTER AND GPB "YOUR FANTASTIC MIND" DOCUMENTARY 300,000
    GROVE PARK FOUNDATION INC
    1566 DONALD LEE HOLLOWELL PKWY NW
    STE 105
    ATLANTA,GA30318     		  PC 1ST PAYMENT OF A 3 YEAR PLEDGE. GROVE PARK PROMISE: EQUITABLE AND THRIVING CAPITAL CAMPAIGN. PLEDGE OF $500,000 ANNUALLY FOR THREE YEARS FOR A TOTAL OF $1.5M. 500,000
    THE UNIVERSITY OF MISSISSIPPI FOUNDATION
    406 UNIVERSITY AVE
    OXFORD,MS38655     		  PC 3RD PAYMENT OF A 4 YEAR PLEDGE. GOVERNOR HALEY BARBOUR ENDOWMENT FOR THE STUDY OF AMERICAN POLITICS. PLEDGE OF $25,000 ANNUALLY FOR FOUR YEARS FOR A TOTAL OF $100,000. 25,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    8701 LEEDS ROAD
    KANSAS CITY,MO64129     		  PC "FUTURE PAYMENT - FINAL PAYMENT OF A 2 YEAR PLEDGE. LEADERSHIP TRAINING, CAMP RESOURCES, ONE WAY TO PLAY DRUG FREE PROGRAMS , "2ND CHANCE CAMPS, DEVELOPMENT TRAINING 10,000
    SOUTHEAST ALABAMA SICKLE CELL ASSOCIATION INC
    PO BOX 1079
    TUSKEGEE,AL360871079     		  PC IN MEMORY OF AKIRA HOLLIS. ON BEHALF OF SHANNON SAMPSON, SOUTHERN NUCLEAR SOCOMMITTED AWARD WINNER 1,000
    MARTIN LUTHER KING SR COMMUNITY RESOURCES COLLABORATIVE
    101 JACKSON STREET NE
    ATLANTA,GA30312     		  PC MULTIFAITH INITIATIVE TO END MASS INCARCERATION 100,000
    HIGHWAY TO HOPE INC
    PO BOX 553
    HAZLEHURST,GA315390553     		  PC ON BEHALF OF JEFF BULLARD, SOUTHERN NUCLEAR SOCOMMITTED AWARD WINNER 1,000
    GIRLS INCORPORATED OF CENTRAL ALABAMA
    5201 8TH AVE S
    BIRMINGHAM,AL352124102     		  PC ON BEHALF OF NATALIE MILLS, SOUTHERN COMPANY SERVICES SOCOMMITTED AWARD WINNER 1,000
    THE UNIVERSITY OF TENNESSEE FOUNDATION INC
    1525 UNIVERSITY AVENUE ROOM 223
    KNOXVILLE,TN379214848     		  PC ON BEHALF OF RETIRING EVP AND CFO ARTHUR P. BEATTIE 25,000
    BOYS & GIRLS CLUBS OF HAWK-HOUSTON
    329 CHICKASAW ST
    DOTHAN,AL363034446     		  PC ON BEHALF OF SAMANTHA BOSWELL, SOUTHERN NUCLEAR SOCOMMITTED AWARD WINNER 1,000
    UNIVERSITY OF ALABAMA
    UAB COMPREHENSIVE CANCER CENTER
    BIRMINGHAM,AL352943300     		  PC ON BEHALF OF TODD HUMPHRIES, ALABAMA POWER SOCOMMITTED AWARD WINNER 1,000
    THE GREATER PINEBELT COMMUNITY FOUNDATION
    1501 ADELINE ST
    HATTIESBURG,MS394014978     		  PC ON BEHALF OF WARREN A. HOOD, JR. SOUTHERN COMPANY BOARD MEMBER 5,000
    NATIONAL URBAN TECHNOLOGY CENTER INC
    C/O GSM SERVICES URBAN TECH
    DONATIONS
    LONG ISLAND,NY11101     		  PC MARYJO - 11/07/19 07:48PM WORKSHEET PRIVATE FOUNDATION 5,000
    UNITED NATIONS FOUNDATION
    1750 PENNSYLVANIA AVE NW SUITE 300
    WASHINGTON,DC200064500     		  PC OPERATING EXPENSES IN HONOR OF TED TURNER 5,000
    ATLANTA HISTORICAL SOCIETY INC
    130 WEST PACES FERRY ROAD NW
    ATLANTA,GA30305     		  PC REQUEST TO SOUTHERN COMPANY CHARITABLE FOUNDATION, INC. TO SUPPORT ATLANTA HISTORY CENTER CYCLORAMA STREETSCAPE IMPROVEMENTS 50,000
    THE UNIVERSITY OF MISSISSIPPI FOUNDATION
    406 UNIVERSITY AVE
    OXFORD,MS38655     		  PC SENATOR THAD COCHRAN SCHOLARSHIP ENDOWMENT 250,000
    ATLANTA VOLUNTEER LAWYERS FOUNDATION INC
    235 PEACHTREE STREET SUITE 1750
    ATLANTA,GA30303     		  PC STANDING WITH OUR NEIGHBORS 25,000
    PURPOSE BUILT COMMUNITIES FOUNDATION INC
    3445 PEACHTREE RD NE SUITE 175
    ATLANTA,GA303261234     		  PC TO SUPPORT WORK IN COMMUNITY REVITALIZATION, INCLUDING EDUCATION, IN ATLANTA AND ACROSS THE COUNTRY 250,000
    AGNES SCOTT COLLEGE
    141 E COLLEGE AVE
    DECATUR,GA300303770     		  PC EDUCATIONAL MATCHING GIFT 549
    ALASKA BIBLE COLLEGE
    248 E ELMWOOD AVE
    PALMER,AK99645     		  PC EDUCATIONAL MATCHING GIFT 5,000
    BIRMINGHAM-SOUTHERN COLLEGE
    BOX 549003
    BIRMINGHAM,AL35254     		  PC EDUCATIONAL MATCHING GIFT 975
    ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY
    698 MILLS RD
    WEST POINT,NY10996     		  PC EDUCATIONAL MATCHING GIFT 50
    AUBURN UNIVERSITY FOUNDATION
    317 SOUTH COLLEGE STREET
    AUBURN,AL368495149     		  PC EDUCATIONAL MATCHING GIFT 84,230
    BALL STATE UNIVERSITY FOUNDATION
    2000 W UNIVERSITY AVE
    MUNCIE,IN47306     		  PC EDUCATIONAL MATCHING GIFT 2,500
    BOARD OF THE UNIVERSITY OF ALABAMA
    PO BOX 870101
    TUSCALOOSA,AL35487     		  PC EDUCATIONAL MATCHING GIFT 19,717
    CARNEGIE MELLON UNIVERSITY
    6 PPG PLACE
    PITTSBURGH,PA152225409     		  PC EDUCATIONAL MATCHING GIFT 9,500
    CLEMSON UNIVERSITY FOUNDATION
    PO BOX 1889
    CLEMSON,SC296331889     		  PC EDUCATIONAL MATCHING GIFT 100
    COLLEGE HEIGHTS FOUNDATION INC
    1906 COLLEGE HEIGHTS BOULEVARD
    BOWLING GREEN,KY42101     		  PC EDUCATIONAL MATCHING GIFT 1,000
    CORPORATION OF MERCER UNIVERSITY
    1501 MERCER UNIVERSITY DRIVE
    MACON,GA31207     		  PC EDUCATIONAL MATCHING GIFT 550
    UNIVERSITY OF MISSOURI - COLUMBIA
    407 REYNOLDS ALUMNI CENTER
    COLUMBIA,MO65211     		  PC EDUCATIONAL MATCHING GIFT 6,500
    DAVIDSON COLLEGE
    BOX 7174
    DAVIDSON,NC280357174     		  PC EDUCATIONAL MATCHING GIFT 50
    EMORY UNIVERSITY
    1762 CLIFTON ROAD
    ATLANTA,GA30322     		  PC EDUCATIONAL MATCHING GIFT 6,025
    GARDNER-WEBB UNIVERSITY
    POBOX 997
    BOILING SPRINGS,NC28017     		  PC EDUCATIONAL MATCHING GIFT 1,500
    GEORGIA COLLEGE & STATE UNIVERSITY FOUNDATION INC
    CAMPUS BOX 113
    MILLEDGEVILLE,GA31061     		  PC EDUCATIONAL MATCHING GIFT 5,000
    GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC
    PO BOX 8053
    STATESBORO,GA30460     		  PC EDUCATIONAL MATCHING GIFT 2,200
    GEORGIA STATE UNIVERSITY FOUNDATION INC
    PO BOX 3963
    ATLANTA,GA30302     		  PC EDUCATIONAL MATCHING GIFT 1,650
    GEORGIA TECH FOUNDATION INC
    190 NORTH AVENUE
    ATLANTA,GA30313     		  PC EDUCATIONAL MATCHING GIFT 49,701
    HILLSDALE COLLEGE
    33 EAST COLLEGE STREET
    HILLSDALE,MI49242     		  PC EDUCATIONAL MATCHING GIFT 100
    JACKSONVILLE STATE UNIVERSITY FOUNDATION
    700 PELHAM RD N ROCK HOUSE
    JACKSONVILLE,AL362651602     		  PC EDUCATIONAL MATCHING GIFT 1,250
    KENNESAW STATE UNIVERSITY FOUNDATION INC
    MD 9101
    KENNESAW,GA30144     		  PC EDUCATIONAL MATCHING GIFT 3,150
    LINCOLN UNIVERSITY
    1570 BALTIMORE PIKE
    LINCOLN UNIVERSITY,PA19352     		  PC EDUCATIONAL MATCHING GIFT 1,000
    MACALESTER COLLEGE
    1600 GRAND AVE
    SAINT PAUL,MN551051801     		  PC EDUCATIONAL MATCHING GIFT 1,000
    MARION MILITARY INSTITUTE
    1101 WASHINGTON
    ST MARION,AL367563213     		  PC EDUCATIONAL MATCHING GIFT 50
    MARS HILL UNIVERSITY
    PO BOX 370
    MARS HILL,NC287540370     		  PC EDUCATIONAL MATCHING GIFT 100
    MISSISSIPPI STATE UNIVERSITY FOUNDATION INC
    PO BOX 6149
    MISSISSIPPI STATE,MS39762     		  PC EDUCATIONAL MATCHING GIFT 8,900
    MOREHOUSE COLLEGE
    830 WESTVIEW DR SW
    ATLANTA,GA303143773     		  PC EDUCATIONAL MATCHING GIFT 2,000
    MOREHOUSE COLLEGE
    830 WESTVIEW DR SW
    ATLANTA,GA303143773     		  PC EDUCATIONAL MATCHING GIFT 2,000
    MOREHOUSE SCHOOL OF MEDICINE INC
    720 WESTVIEW DRIVE SW
    ATLANTA,GA303101495     		  PC EDUCATIONAL MATCHING GIFT 1,000
    MORTAR BOARD INC-UNIVERSITY OF ALABAMA-BIRMINGHAM
    1720 2ND AVE S AB-1230
    BIRMINGHAM,AL352940112     		  PC EDUCATIONAL MATCHING GIFT 2,650
    NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC
    BOX 7474
    RALEIGH,NC276957474     		  PC EDUCATIONAL MATCHING GIFT 250
    NORTHWESTERN UNIVERSITY
    2020 RIDGE AVENUE
    EVANSTON,IL602084305     		  PC EDUCATIONAL MATCHING GIFT 3,750
    OGLETHORPE UNIVERSITY INC
    4484 PEACHTREE ROAD NE
    ATLANTA,GA30319     		  PC EDUCATIONAL MATCHING GIFT 500
    OKLAHOMA STATE UNIVERSITY FOUNDATION
    PO BOX 1749
    STILLWATER,OK74076     		  PC EDUCATIONAL MATCHING GIFT 2,500
    POINT PARK UNIVERSITY
    201 WOOD STREET
    PITTSBURGH,PA15222     		  PC EDUCATIONAL MATCHING GIFT 5,000
    PRESBYTERIAN COLLEGE
    503 SOUTH BROAD STREET
    CLINTON,SC29325     		  PC EDUCATIONAL MATCHING GIFT 1,030
    PURDUE RESEARCH FOUNDATION - PURDUE FOUNDATION INC
    403 WEST WOOD STREET
    LAFAYETTE,IN479072007     		  PC EDUCATIONAL MATCHING GIFT 5,000
    ROLLINS COLLEGE
    1000 HOLT AVENUE
    WINTER PARK,FL32789     		  PC EDUCATIONAL MATCHING GIFT 1,000
    ROSE HULMAN INSTITUTE OF TECHNOLOGY
    5500 WABASH AVENUE
    TERRE HAUTE,IN478033920     		  PC EDUCATIONAL MATCHING GIFT 400
    SAMFORD UNIVERSITY
    800 LAKESHORE DR
    BIRMINGHAM,AL352290001     		  PC EDUCATIONAL MATCHING GIFT 400
    SAMFORD UNIVERSITY
    800 LAKESHORE DR
    BIRMINGHAM,AL352290001     		  PC EDUCATIONAL MATCHING GIFT 1,000
    SPELMAN COLLEGE
    350 SPELMAN LN SW
    ATLANTA,GA30314     		  PC EDUCATIONAL MATCHING GIFT 240
    STATE UNIVERSITY OF WEST GEORGIA FOUNDATION INC
    1600 MAPLE STREET
    CARROLLTON,GA301180001     		  PC EDUCATIONAL MATCHING GIFT 1,000
    TREVECCA NAZARENE UNIVERSITY
    333 MURFREESBORO RD
    NASHVILLE,TN372102834     		  PC EDUCATIONAL MATCHING GIFT 1,000
    TREVECCA NAZARENE UNIVERSITY
    333 MURFREESBORO RD
    NASHVILLE,TN372102834     		  PC EDUCATIONAL MATCHING GIFT 1,250
    TRUSTEES OF PRINCETON UNIVERSITY
    330 ALEXANDER STREET
    PRINCETON,NJ085435357     		  PC EDUCATIONAL MATCHING GIFT 200
    TULANE UNIVERSITY
    PO BOX 61075
    NEW ORLEANS,LA70161     		  PC EDUCATIONAL MATCHING GIFT 750
    UNIVERSITY OF ALABAMA ALUMNI ASSOCIATION ALUMNI HALL
    PO BOX 870101
    TUSCALOOSA,AL354860017     		  PC EDUCATIONAL MATCHING GIFT 865
    UNIVERSITY OF ALABAMA AT BIRMINGHAM
    1720 SECOND AVENUE SOUTH AB1230
    BIRMINGHAM,AL352940112     		  PC EDUCATIONAL MATCHING GIFT 6,015
    UNIVERSITY OF ARKANSAS FOUNDATION INC
    535 RESEARCH CENTER BLVD STE 120
    FAYETTEVILLE,AR72701     		  PC EDUCATIONAL MATCHING GIFT 3,500
    UNIVERSITY OF COLORADO FOUNDATION
    4740 WALNUT STREET
    BOULDER CO,CO803012538     		  PC EDUCATIONAL MATCHING GIFT 250
    UNIVERSITY OF DAYTON
    300 COLLEGE PARK
    DAYTON,OH454697056     		  PC EDUCATIONAL MATCHING GIFT 600
    UNIVERSITY OF FLORIDA FOUNDATION INC
    PO BOX 14425
    GAINESVILLE,FL326042425     		  PC EDUCATIONAL MATCHING GIFT 525
    UNIVERSITY OF GEORGIA FOUNDATION
    394 S MILLEDGE AVE
    ATHENS,GA306025582     		  PC EDUCATIONAL MATCHING GIFT 9,895
    UNIVERSITY OF ILLINOIS FOUNDATION
    POBOX 3429
    CHAMPAIGN,IL61826     		  PC EDUCATIONAL MATCHING GIFT 2,500
    UNIVERSITY OF KENTUCKY OFFICE OF CONTROLLER & TREASURER
    210 MALABU DRIVE SUITE 200
    LEXINGTON,KY40502     		  PC EDUCATIONAL MATCHING GIFT 2,500
    UNIVERSITY OF MINNESOTA FOUNDATION
    200 OAK ST SE STE 500
    MINNEAPOLIS,MN554552010     		  PC EDUCATIONAL MATCHING GIFT 75
    UNIVERSITY OF MISSISSIPPI FOUNDATION
    406 UNIVERSITY AVE
    OXFORD,MS38655     		  PC EDUCATIONAL MATCHING GIFT 100
    UNIVERSITY OF MONTEVALLO FOUNDATION
    STATION 6215
    MONTEVALO,AL351150000     		  PC EDUCATIONAL MATCHING GIFT 5,500
    UNIVERSITY OF NEBRASKA FOUNDATION
    PO BOX 82555
    LINCOLN,NE685012555     		  PC EDUCATIONAL MATCHING GIFT 100
    UNIVERSITY OF NORTH ALA FOUNDATION
    BOX 5113
    FLORENCE,AL356320001     		  PC EDUCATIONAL MATCHING GIFT 2,830
    UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    PO BOX 309
    CHAPEL HILL,NC27514     		  PC EDUCATIONAL MATCHING GIFT 200
    UNIVERSITY OF NOTRE DAME
    1100 GRACE HALL
    NOTRE DAME,IN46556     		  PC EDUCATIONAL MATCHING GIFT 1,500
    UNIVERSITY OF SOUTHERN CALIFORNIA
    3551 TROUSDALE PKWY ATT CENTER
    LOS ANGELES,CA900890001     		  PC EDUCATIONAL MATCHING GIFT 5,000
    UNIVERSITY OF TEXAS AT ARLINGTON
    BOX 19198
    ARLINGTON,TX760190198     		  PC EDUCATIONAL MATCHING GIFT 750
    VANDERBILT UNIVERSITY
    VANDERBILT UNIVERSITY VU STATION B
    357727
    NASHVILLE,TN372350001     		  PC EDUCATIONAL MATCHING GIFT 100
    VIRGINIA TECH FOUNDATION INC
    902 PRICES FORK ROAD-0336
    BLACKSBURG,VA240610001     		  PC EDUCATIONAL MATCHING GIFT 2,000
    WASHINGTON & LEE UNIVERSITY
    DEVELOPMENTAL BLDG
    LEXINGTON,VA24450     		  PC EDUCATIONAL MATCHING GIFT 50
    WOFFORD COLLEGE
    429 NORTH CHURCH STREET
    SPARTANBURG,SC293033612     		  PC EDUCATIONAL MATCHING GIFT 5,000
    Total .................................bullet 3a 2,085,856
    bApproved for future payment
    GEORGIA TECH FOUNDATION INC
    760 SPRING ST NW
    ATLANTA,GA303081123     		  PC PLEDGE AUTHORIZING UP TO $30M TO SUPPORT BOTH CURRENT OPERATIONS AND FOR A PERMANENT ENDOWMENT, DIRECTED TOWARD THE ATTRACTION AND RETENTION OF EMINENT TEACHER/SCHOLARS. 15,000,000
    GROVE PARK FOUNDATION INC
    1566 DONALD LEE HOLLOWELL PKWY NW
    STE 105
    ATLANTA,GA30138     		  PC GROVE PARK PROMISE: EQUITABLE AND THRIVING CAPITAL CAMPAIGN PLEDGE OF $500,000 ANNUALLY BEGINNING IN 2018 1,000,000
    Total .................................bullet 3b 16,000,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 1,395  
    4 Dividends and interest from securities....     14 1,493,316  
    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.....     14 131  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,753,228  
    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 3,248,070 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,248,070
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 15,206 7,706   7,500

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Name of Bond End of Year Book Value End of Year Fair Market Value
    LAZARD FIXED INCOME 13,800,051 13,800,051

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABERDEEN EMERGING MARKETS 2,372,110 2,372,110
    EARNEST PARTNERS 8,007,219 8,007,219
    BARROW 8,147,127 8,147,127
    DRZ SVC 3,889,621 3,889,621
    OFI DEVELOPMENT INTERNATIONAL 16,870,072 16,870,072

    TY 2018 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 2,821,438 2,821,438
    HEDGE FUNDS FMV 2,262,015 2,262,015

    TY 2018 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 38,042 37,184 37,184
    INTEREST RECEIVABLE 1,201 757 757
    STOCK RECEIVABLE 400,000 7,350 7,350
    OTHER RECEIVABLES   21,675 21,675


    TY 2018 OtherDecreasesSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Description Amount
    UNREALIZED LOSSES ON INVESTMENTS 8,439,802


    TY 2018 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
    MEMBERSHIP DUES 15,050 0   15,050
    MISCELLANEOUS 13,829 2,575   11,254
    FORM K-1 LAZARD PORTFOLIO DEDUCTIONS 8,354 8,354   0
    FORM K-1 OFI INTERNATIONAL 76 76   0
    FORM K-1 ABERDEEN PORTFOLIO EXPENSE 1,235 1,235   0


    TY 2018 OtherIncomeSchedule2
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EARNEST PARTNERS 131 131 131


    TY 2018 OtherIncreasesSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Description Amount
    INCOME PER BOOKS NOT REPORTABLE ON TAX 62,832


    TY 2018 OtherLiabilitiesSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Description Beginning of Year - Book Value End of Year - Book Value
    STOCK PAYABLE 34,954 0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 341,034 341,034   0
    BANKING FEES 1,453 1,453   0


    TY 2018 TaxesSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 79,572 79,572   0
    FEDERAL EXCISE TAX 6,680 0   0