-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
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
,
GA
303083374
A Employer identification number
58-2514027
B
Telephone number (see instructions)
(404) 506-6784
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
105,144,858
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
40,000,000
2
Check
.............
3
Interest on savings and temporary cash investments
5,394
5,394
4
Dividends and interest from securities
...
2,172,933
2,172,933
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
-4,590,893
b
Gross sales price for all assets on line 6a
26,703,197
7
Capital gain net income (from Part IV, line 2)
...
0
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)
.......
9,514
9,514
12
Total.
Add lines 1 through 11
........
37,596,948
2,187,841
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)
.......
c
Other professional fees (attach schedule)
....
416,714
412,314
4,400
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
121,397
104,815
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
37,294
12,473
24,821
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
575,405
529,602
29,221
25
Contributions, gifts, grants paid
.......
10,606,586
10,030,536
26
Total expenses and disbursements.
Add lines 24 and 25
11,181,991
529,602
10,059,757
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
26,414,957
b
Net investment income
(if negative, enter -0-)
1,658,239
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
649,628
1,425,049
1,425,049
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
32,821
66,238
66,238
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
39,286,149
75,337,216
75,337,236
c
Investments—corporate bonds (attach schedule)
.......
13,800,051
21,328,752
21,328,752
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
5,083,453
6,945,701
6,945,701
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
66,966
41,882
41,882
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
58,919,068
105,144,838
105,144,858
17
Accounts payable and accrued expenses
..........
78,100
111,200
18
Grants payable
.................
25,031,571
25,607,709
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
)
0
19,858
23
Total liabilities
(add lines 17 through 22)
.........
25,109,671
25,738,767
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
33,809,397
79,406,071
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
33,809,397
79,406,071
30
Total liabilities and net assets/fund balances
(see instructions)
.
58,919,068
105,144,838
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
33,809,397
2
Enter amount from Part I, line 27a
.....................
2
26,414,957
3
Other increases not included in line 2 (itemize)
3
19,181,717
4
Add lines 1, 2, and 3
..........................
4
79,406,071
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
79,406,071
Form
990-PF
(2019)
Form 990-PF (2019)
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
ABERDEEN
P
2019-12-31
2019-12-31
b
BARROW
P
2019-12-31
2019-12-31
c
DEPRINCE
P
2019-12-31
2019-12-31
d
EARNEST
P
2019-12-31
2019-12-31
e
LAZARD
P
2019-12-31
2019-12-31
OFI
P
2019-12-31
2019-12-31
BLACKSTONE PPF
P
2019-12-31
2019-12-31
(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
16,886
-16,886
b
12,241,179
11,844,486
396,693
c
7,184,368
7,029,309
155,059
d
7,038,444
6,845,788
192,656
e
167,780
167,780
5,486,195
-5,486,195
71,426
71,426
0
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
-16,886
b
396,693
c
155,059
d
192,656
e
167,780
-5,486,195
0
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
-4,590,893
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
...................
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?
Yes
No
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))
2018
2,119,660
64,599,703
0.032812
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
2
Total
of line 1, column (d)
.....................
2
0.403260
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
0.080652
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
90,848,887
5
Multiply line 4 by line 3
......................
5
7,327,144
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
16,582
7
Add lines 5 and 6
........................
7
7,343,726
8
Enter qualifying distributions from Part XII, line 4
,.............
8
10,059,757
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
16,582
here
and 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
16,582
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
16,582
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
72,821
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
72,821
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
56,239
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
56,239
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
GA
,
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
N/A
14
The books are in care of
RITA BREEN
Telephone no.
(404) 506-3390
Located at
241 RALPH MCGILL BLVD BIN 10095
ATLANTA
GA
ZIP+4
30308
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
MICHAEL K ANDERSON
PRESIDENT
1.50
0
0
0
241 RALPH MCGILL BLVD BIN 10230
ATLANTA
,
GA
30308
MARK S LANTRIP
DIRECTOR
1.00
0
0
0
30 IVAN ALLEN JR BLVD BIN SC1501
ATLANTA
,
GA
30308
CHRISTOPHER C WOMACK
DIRECTOR
1.00
0
0
0
30 IVAN ALLEN JR BLVD BIN SC1508
ATLANTA
,
GA
30308
DREW EVANS
VICE PRESIDENT
1.00
0
0
0
30 IVAN ALLEN JR BLVD BIN SC1501
ATLANTA
,
GA
30308
RITA M BREEN
SECRETARY, NON-VOTING OFFI
1.50
0
0
0
241 RALPH MCGILL BLVD BIN 10095
ATLANTA
,
GA
30308
VALERIE D SEARCY
ASST SECRETARY, NON-VOTING
1.50
0
0
0
241 RALPH MCGILL BLVD BIN 10095
ATLANTA
,
GA
30308
ROGER STEFFENS
TREASURER
1.50
0
0
0
30 IVAN ALLEN JR BLVD BIN SC1216
ATLANTA
,
GA
30308
DEKIA SCOTT
ASST. TREASURER
1.50
0
0
0
30 IVAN ALLEN JR BLVD BIN SC1216
ATLANTA
,
GA
30308
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
122,110
6803 SOUTH TUCSON WAY
CENTENNIAL
,
CO
80112
EARNEST PARTNERS
INVESTMENT FEES
89,469
1180 PEACHTREE ST NE 2300
ATLANTA
,
GA
30309
SUNTRUST
INVESTMENT FEES
84,867
2226 SUNDOWN DR NE
ATLANTA
,
GA
30345
Total
number of others receiving over $50,000 for professional services
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
91,436,521
b
Average of monthly cash balances
.......................
1b
795,852
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
92,232,373
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
92,232,373
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,383,486
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
90,848,887
6
Minimum investment return.
Enter 5% of line 5
..................
6
4,542,444
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
4,542,444
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
16,582
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
16,582
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4,525,862
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
4,525,862
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
4,525,862
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
10,059,757
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
10,059,757
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
16,582
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
10,043,175
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
4,525,862
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
1,049,385
c
From 2016
......
4,101,277
d
From 2017
......
4,248,341
e
From 2018
......
f
Total
of lines 3a through e
........
9,399,003
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
10,059,757
a
Applied to 2018, 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 2019 distributable amount
.....
4,525,862
e
Remaining amount distributed out of corpus
5,533,895
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
14,932,898
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
14,932,898
10
Analysis of line 9:
a
Excess from 2015
....
1,049,385
b
Excess from 2016
....
4,101,277
c
Excess from 2017
....
4,248,341
d
Excess from 2018
....
e
Excess from 2019
....
5,533,895
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The 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
,
GA
30308
(404) 506-6784
b
The 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
c
Any submission deadlines:
NONE
d
Any 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
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
AGNES SCOTT COLLEGE
141 E COLLEGE AVE
DECATUR
,
GA
300303770
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
425
ANDREW J YOUNG FOUNDATION INC
260 14TH ST
ATLANTA
,
GA
30318
PC
SUPPORT TO UNDERWRITE PROGRAMMATIC AND GENERAL OPERATING EXPENSES
25,000
ASSOCIATION FOR COMPUTING MACHINERY - BIRMINGHAM-SOUTHERN COLLEGE
BOX 549003
BIRMINGHAM
,
AL
35254
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
1,390
ATLANTA VOLUNTEER LAWYERS FOUNDATION INC
235 PEACHTREE STREET SUITE 1750
ATLANTA
,
GA
30303
PC
2019 ANNUAL CAMPAIGN ($25K) AND SAFE FUND ($25K)
50,000
AUBURN UNIVERSITY FOUNDATION
317 SOUTH COLLEGE STREET
AUBURN
,
AL
368495149
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
120,055
BALL STATE UNIVERSITY FOUNDATION
2000 W UNIVERSITY AVE
MUNCIE
,
IN
47306
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
2,500
BERT'S BIG ADVENTURE INC
45 OLD IVY RD NE
ATLANTA
,
GA
303424518
PC
THREE DOLLAR CAF CHARITY GOLF TOURNAMENT
1,500
BOARD OF THE UNIVERSITY OF ALABAMA
PO BOX 870101
TUSCALOOSA
,
AL
35487
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
27,492
BOYS & GIRLS CLUBS OF AMERICA
1275 PEACHTREE ST NE
ATLANTA
,
GA
30309
PC
2019 SPONSORSHIP SOUTHEAST YOUTH OF THE YEAR AT THE SILVER LEVEL TUESDAY, JUNE 18, 2019
25,000
CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION
3395 NORTHEAST EXPRESSWAY
ATLANTA
,
GA
30341
PC
FIRST PAYT OF 7 YEAR PLEDGE TO SUPPORT CHILDREN'S HEALTHCARE OF ATLANTA NORTH DRUID HILLS CAMPUS $7.5M TO BE PAID BY 12/31/2025.
1,000,000
CLARK ATLANTA UNIVERSITY INC
223 JAMES P BRAWLEY DR
ATLANTA
,
GA
303144358
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
5,000
CLEMSON UNIVERSITY FOUNDATION
PO BOX 1889
CLEMSON
,
SC
296331889
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
700
COMMUNITY FOUNDATION FOR GREATER ATLANTA INC
191 PEACHTREE NE SUITE 1000
ATLANTA
,
GA
30303
PC
EMORY BRAIN HEALTH CENTER AND GPB "YOUR FANTASTIC MIND" DOCUMENTARY-SEASON 2
250,000
CORPORATION OF MERCER UNIVERSITY
1501 MERCER UNIVERSITY DRIVE
MACON
,
GA
31207
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
50
CURATORS OF THE UNIVERSITY OF MISSOURI - UNIVERSITY OF MISSOURI - COLUMBIA
407 REYNOLDS ALUMNI CENTER
COLUMBIA
,
MO
65211
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
5,000
EMORY UNIVERSITY
1762 CLIFTON ROAD
ATLANTA
,
GA
30322
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
6,150
ERSKINE COLLEGE
PO BOX 338
DUE WEST
,
SC
296390338
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
50
FLORIDA STATE UNIVERSITY
325 W COLLEGE AVENUE
TALLAHASSEE
,
FL
32301
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
100
GARDNER-WEBB UNIVERSITY
POBOX 997
BOILING SPRINGS
,
NC
28017
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
750
GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC
PO BOX 8053
STATESBORO
,
GA
30460
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
2,100
GEORGIA STATE UNIVERSITY FOUNDATION INC
PO BOX 3963
ATLANTA
,
GA
30302
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
1,100
GEORGIA TECH ALUMNI ASSOCIATION INC
190 NORTH AVE NW
ATLANTA
,
GA
30313
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
1,500
GEORGIA TECH FOUNDATION INC
190 NORTH AVENUE
ATLANTA
,
GA
30313
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
47,226
GEORGIA TECH FOUNDATION INC
760 SPRING ST NW SUITE 102
ATLANTA
,
GA
303081123
PC
5TH PAYT OF A PLEDGE AUTHORIZING UP TO $45M TO SUPPORT BOTH CURRENT OPERATIONS AND FOR A PERMANENT ENDOWMENT, DIRECTED TOWARD THE ATTRACTION AND RETENTION OF EMINENT TEACHER/SCHOLARS.
6,000,000
GEORGIA TECH FOUNDATION INC
760 SPRING ST NW SUITE 102
ATLANTA
,
GA
303081123
PC
1ST PAYT OF A 3 YEAR PLEDGE. VALERIE HOPPE PETERSON AND G.P. "BUD" PETERSON SCHOLARSHIP ENDOWMENT FUND FOR STUDENTS WITH FINANCIAL NEED.
500,000
GROVE PARK FOUNDATION INC
1566 DONALD LEE HOLLOWELL PKWY
ATLANTA
,
HI
30318
PC
2ND PAYT 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
GROVE PARK FOUNDATION INC
1566 DONALD LEE HOLLOWELL PKWY
ATLANTA
,
GA
30318
PC
1ST PAYT OF A 2 YEAR PLEDGE. ADDITIONAL FUNDING FOR THE GROVE PARK PROMISE: EQUITABLE AND THRIVING CAPITAL CAMPAIGN (INCREASES TOTAL GRANT FROM $1.5M TO $2M)
250,000
HARRIS COUNTY BOARD OF EDUCATION
132 BARNES MILL ROAD
HAMILTON
,
GA
31811
PC
STEM PROGRAMS
8,400
HILLSDALE COLLEGE
33 EAST COLLEGE STREET
HILLSDALE
,
MI
49242
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
400
JACKSONVILLE STATE UNIVERSITY FOUNDATION
700 PELHAM RD N ROCK HOUSE
JACKSONVILLE
,
AL
362651602
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
1,000
KENNESAW STATE UNIVERSITY FOUNDATION INC
MD 9101
KENNESAW
,
GA
30144
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
6,150
KENT STATE UNIVERSITY FOUNDATION
PO BOX 5190
KENT
,
OH
442420001
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
1,000
LAKE BURTON CIVIC ASSOCIATION FOUNDATION INC
PO BOX 1988
CLAYTON
,
GA
305250050
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
40,000
LOUISIANA TECH UNIVERSITY FOUNDATION INC
PO BOX 3183
RUSTON
,
LA
71272
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
100
MACALESTER COLLEGE
1600 GRAND AVE
SAINT PAUL
,
MN
551051801
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
500
MARION MILITARY INSTITUTE
1101 WASHINGTON ST
MARION
,
AL
367563213
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
50
MARS HILL UNIVERSITY
PO BOX 370
MARS HILL
,
NC
287540370
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
100
MERIDIAN COMMUNITY COLLEGE FOUNDATION
910 HIGHWAY 19
NORTH MERIDIAN
,
MS
39307
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
200
MILLIGAN COLLEGE
PO BOX 750
MILLIGAN
,
TN
376820750
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
1,700
MISSISSIPPI AQUARIUM FOUNDATION
PO BOX 1100
GULFPORT
,
MS
395021100
PC
CAPITAL CAMPAIGN
500,000
MISSISSIPPI COLLEGE OFFICE OF ADVANCEMENT
200 S CAPITOL STREET
CLINTON
,
MS
39058
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
100
MISSISSIPPI STATE UNIVERSITY FOUNDATION INC
PO BOX 6149
MISSISSIPPI STATE
,
MS
39762
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
14,800
MOREHOUSE COLLEGE
830 WESTVIEW DR SW
ATLANTA
,
GA
303143773
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
6,080
MOREHOUSE SCHOOL OF MEDICINE INC
720 WESTVIEW DRIVE SW
ATLANTA
,
GA
303101495
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
1,000
MORTAR BOARD INC-UNIVERSITY OF ALABAMA-BIRMINGHAM
1720 2ND AVE S AB-1230
BIRMINGHAM
,
AL
352940112
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
5,600
NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC
250 WILLIAMS STREET SUITE 2322
ATLANTA
,
GA
30303
PC
GENERAL OPERATING SUPPORT
50,000
NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC
CAMPUS BOX 7474
RALEIGH
,
NC
276957474
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
200
NORTHWESTERN UNIVERSITY
2020 RIDGE AVENUE
EVANSTON
,
IL
602084305
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
3,500
NUCLEAR THREAT INITIATIVE INC
1776 EYE STREET SUITE 600
WASHINGTON
,
DC
20006
PC
SAM NUNN DISTINGUISHED FELLOW PROGRAM
100,000
OKLAHOMA STATE UNIVERSITY FOUNDATION
PO BOX 1749
STILLWATER
,
OK
74076
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
2,500
PRESBYTERIAN COLLEGE
503 SOUTH BROAD STREET
CLINTON
,
SC
29325
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
35
PURDUE RESEARCH FOUNDATION - PURDUE FOUNDATION INC
403 WEST WOOD STREET
WEST LAFAYETTE
,
IN
479072007
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
5,000
REGENTS OF THE UNIVERSITY OF MICHIGAN GIFT AND RECORDS ADMINISTRATION
500 S STATE STREET
ANN ARBOR
,
MI
48109
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
525
RENSSELAER POLYTECHNIC INSTITUTE -
RENSSELAR POLYTECH GIFT PROCESSING
CTR
TROY
,
NY
121803522
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
550
ROLLINS COLLEGE
1000 HOLT AVENUE
WINTER PARK
,
FL
32789
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
250
ROSE HULMAN INSTITUTE OF TECHNOLOGY
5500 WABASH AVENUE
TERRE HAUTE
,
IN
478033920
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
500
SAMFORD UNIVERSITY
800 LAKESHORE DR
BIRMINGHAM
,
AL
352290001
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
425
SPELMAN COLLEGE
350 SPELMAN LN SW
ATLANTA
,
GA
30314
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
60
STANFORD UNIVERSITY BOARD OF TRUSTEES OF THE LELAND STANFORD JU
326 GALVEZ STREET
STANFORD
,
CA
943056105
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
5,000
STATE UNIVERSITY OF WEST GEORGIA FOUNDATION INC
1600 MAPLE STREET
CARROLLTON
,
GA
301180001
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
50
TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION
1000 N DIXIE AVE
COOKEVILLE
,
TN
38505
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
5,000
THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND - TULANE UNIVERSITY
PO BOX 61075
NEW ORLEANS
,
LA
70161
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
750
THE UNIVERSITY OF MISSISSIPPI FOUNDATION
406 UNIVERSITY AVE
OXFORD
,
MS
38655
PC
FINAL PAYT OF 4 YEAR PLEDGE. GOVERNOR HALEY BARBOUR ENDOWMENT FOR THE STUDY OF AMERICAN POLITICS.
25,000
THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
BOX 4486
HOUSTON
,
TX
77210
PC
CANCER RESEARCH AND PROGRAMS AT MD ANDERSON CANCER CENTER
100,000
TREVECCA NAZARENE UNIVERSITY
333 MURFREESBORO RD
NASHVILLE
,
TN
372102834
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
500
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
SUITE 300 - GAAR
PHILADELPHIA
,
PA
191045099
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
750
UNIVERSITY OF ALABAMA ALUMNI ASSOCIATION ALUMNI HALL
PO BOX 870101
TUSCALOOSA
,
AL
354860017
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
765
UNIVERSITY OF ALABAMA AT BIRMINGHAM
1720 SECOND AVENUE SOUTH AB1230
BIRMINGHAM
,
AL
352940112
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
975
UNIVERSITY OF ARKANSAS FOUNDATION INC
1002 W MAPLE ST
FAYETTEVILLE
,
AR
72701
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
1,000
UNIVERSITY OF COLORADO FOUNDATION
1800 GRANT STREET
DENVER
,
CO
80203
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
250
UNIVERSITY OF DAYTON
300 COLLEGE PARK
DAYTON
,
OH
454697056
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
600
UNIVERSITY OF FLORIDA FOUNDATION INC
PO BOX 14425
GAINESVILLE
,
FL
326042425
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
700
UNIVERSITY OF GEORGIA FOUNDATION
394 S MILLEDGE AVENUE
ATHENS
,
GA
30602
PC
THE CAMPAIGN TO NAME THE UGA COLLEGE OF EDUCATION IN HONOR OF MARY FRANCES EARLY
250,000
UNIVERSITY OF GEORGIA FOUNDATION
1 DRESS PLACE STE 101
ATHENS
,
GA
306025582
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
10,475
UNIVERSITY OF ILLINOIS FOUNDATION
POBOX 3429
CHAMPAIGN
,
IL
61826
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
2,500
UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC
4603 CALVERT RD
COLLEGE PARK
,
MD
207403421
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
25
UNIVERSITY OF MINNESOTA FOUNDATION
200 OAK ST SE STE 500
MINNEAPOLIS
,
MN
554552010
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
100
UNIVERSITY OF MISSISSIPPI FOUNDATION
406 UNIVERSITY AVE
OXFORD
,
MS
38655
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
100
UNIVERSITY OF MONTEVALLO FOUNDATION STATION
BOX 6215
MONTEVALO
,
AL
351150000
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
5,250
UNIVERSITY OF NEBRASKA FOUNDATION
PO BOX 82555
LINCOLN
,
NE
685012555
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
100
UNIVERSITY OF NO ALA FOUNDATION - UNIVERSITY OF NORTH ALABAMA UNA
BOX 5113
FLORENCE
,
AL
356320001
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
5,030
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
PO BOX 309
CHAPEL HILL
,
NC
27514
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
5,200
UNIVERSITY OF NOTRE DAME DU LAC
1100 GRACE HALL
NOTRE DAME
,
IN
46556
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
1,753
UNIVERSITY OF OKLAHOMA FOUNDATION INC
100 TIMBERDELL ROAD
NORMAN
,
OK
730190685
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
25
UNIVERSITY OF PUGET SOUND
1500 N WARNER ST
TACOMA
,
WA
98416
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
300
UNIVERSITY OF SOUTHERN CALIFORNIA
3551 TROUSDALE PKWY
LOS ANGELES
,
CA
900890001
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
5,000
UNIVERSITY OF SOUTHERN CALIFORNIA ROSSIER SCHOOL OF EDUCATION SCHOLARSHIP
3551 TROUSDALE PKWY ATT CENTER GIFT
LOS ANGELES
,
CA
900890001
PC
DONATION ON BEHALF OF SOUTHERN COMPANY BOARD OF DIRECTORS MEMBER VERONICA "RONEE" HAGEN, ON HER RETIREMENT.
5,000
UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION
118 COLLEGE DR 5210
HATTIESBURG
,
MS
39406
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
250
UNIVERSITY OF TENNESSEE FOUNDAT ION INC
1525 UNIVERSITY AVENUE
KNOXVILLE
,
TN
37921
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
10,000
UNIVERSITY OF TEXAS AT ARLINGTON
UTA BOX 19198
ARLINGTON
,
TX
760190198
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
750
UNIVERSITY OF THE SOUTH
735 UNIVERSITY AVENUE
SEWANEE
,
TN
37375
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
1,000
UNIVERSITY OF WEST FLORIDA FOUNDATION INC
11000 UNIVERSITY PKWY
PENSACOLA
,
FL
325145732
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
1,000
UNIVERSITY OF WEST GEORGIA FOUNDATION INC
1601 MAPLE STREET
CARROLLTON
,
GA
30118
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
500
VANDERBILT UNIVERSITY VU
STATION B 357727
NASHVILLE
,
TN
372350001
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
2,625
VIRGINIA TECH FOUNDATION INC
902 PRICES FORK ROAD-0336
BLACKSBURG
,
VA
240610001
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
2,000
WASHINGTON & LEE UNIVERSITY DEVELOPMENTAL BLDG
204 W WASHINGTON STREET
LEXINGTON
,
VA
24450
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
50
WESTMINSTER COLLEGE
501 WESTMINSTER AVE
FULTON
,
MO
65251
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
1,250
WOFFORD COLLEGE
429 NORTH CHURCH STREET 429 NORTH
CHURCH STREET 429 NORTH CHURCH S
SPARTANBURG
,
SC
293033612
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
5,000
YOUNG HARRIS COLLEGE
PO BOX 275
YOUNG HARRIS
,
GA
30582
PC
2019 EDUCATIONAL MATCHING GIFTS-SCCF FOUNDATION MATCH
100
Total
.................................
3a
10,030,536
b
Approved for future payment
GEORGIA TECH FOUNDATION INC
760 SPRING ST NW SUITE 102
ATLANTA
,
GA
303081123
PC
THE VALERIE HOPPE PETERSON AND G.P. "BUD" PETERSON SCHOLARSHIP ENDOWMENT
500,000
NUCLEAR THREAT INITIATIVE INC
1776 EYE STREET SUITE 600
WASHINGTON
,
DC
20006
PC
SAM NUNN DISTINGUISHED FELLOW PROGRAM
200,000
GROVE PARK
1566 DONALD LEE HOLLOWELL PKWY
ATLANTA
,
GA
30318
PC
GROVE PARK PROMISE: EQUITABLE AND THRIVING CAPITAL CAMPAIGN. PLEDGE OF $500,000 ANNUALLY FOR THREE YEARS FOR A TOTAL OF $1.5M.
250,000
CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION
3395 NORTHEAST EXPRESSWAY
ATLANTA
,
GA
30341
PC
7 YEAR PLEDGE TO SUPPORT CHILDREN'S HEALTHCARE OF ATLANTA NORTH DRUID HILLS CAMPUS $7.5M TO BE PAID BY 12/31/2025.
6,500,000
Total
.................................
3b
7,450,000
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
5,394
4
Dividends and interest from securities
....
14
2,172,933
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
9,514
8
Gain or (loss) from sales of assets other than
inventory
............
18
-4,590,893
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
-2,403,052
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
-2,403,052
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description