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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$133,098,319J 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) 18,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 360 360  
4 Dividends and interest from securities... 1,714,686 1,714,686  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,102,429
b Gross sales price for all assets on line 6a 8,102,429
7 Capital gain net income (from Part IV, line 2)... 8,102,429
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 19,437 19,437  
12 Total. Add lines 1 through 11........ 27,836,912 9,836,912  
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).......        
c Other professional fees (attach schedule).... Click to see attachment 562,162 540,008   22,154
17 Interest............... 3,966 3,966   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 207,648 79,810   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 151,245 92,306   58,939
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 925,021 716,090   81,093
25 Contributions, gifts, grants paid....... 59,129,948 28,847,018
26 Total expenses and disbursements. Add lines 24 and 25 60,054,969 716,090   28,928,111
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -32,218,057
b Net investment income (if negative, enter -0-) 9,120,822
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 1,424,973 1,241,438 1,241,438
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 30,000,000 18,000,000 18,000,000
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.......... 95,533 17,550 17,550
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 72,301,566 Click to see attachment81,787,445 81,787,445
c Investments—corporate bonds (attach schedule)....... 18,732,197 Click to see attachment23,785,987 23,785,987
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,177,215 Click to see attachment8,186,531 8,186,531
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment88,284 Click to see attachment79,368 Click to see attachment79,368
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 129,819,768 133,098,319 133,098,319
Liabilities 17 Accounts payable and accrued expenses.......... 106,900 124,050
18 Grants payable................. 18,596,800 48,879,730
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 attachment22,400 Click to see attachment125,700
23 Total liabilities (add lines 17 through 22)......... 18,726,100 49,129,480
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 111,093,668 83,968,839
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 111,093,668 83,968,839
30 Total liabilities and net assets/fund balances (see instructions). 129,819,768 133,098,319
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
111,093,668
2
Enter amount from Part I, line 27a .....................
2
-32,218,057
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,144,602
4
Add lines 1, 2, and 3 ..........................
4
84,020,213
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
51,374
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
83,968,839
Form 990-PF (2021)
Form 990-PF (2021)
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    
b BARROW P    
c DEPRINCE P    
d EARNEST P    
e LAZARD P    
OFI P    
MS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 576,745     576,745
b 2,118,162     2,118,162
c 2,339,938     2,339,938
d 656,129     656,129
e 161,622     161,622
2,225,901     2,225,901
23,932     23,932
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       576,745
b       2,118,162
c       2,339,938
d       656,129
e       161,622
      2,225,901
      23,932
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 8,102,429
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 126,779
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- ..... 5 126,779
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 84,159
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 84,159
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1,059
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 43,679
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 the instructions
for the 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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletVERONICA E PUNCH Telephone no.bullet (404) 506-2625

    Located atbullet241 RALPH MCGILL BLVD BIN 10230ATLANTAGA 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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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? .............
    5a(5)
     
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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,GA30308
    DREW EVANS JAN 1 - NOV 2021 VICE PRESIDENT
    1.00     		0 0 0
    30 IVAN ALLEN JR BLVD BIN SC1216
    ATLANTA,GA30308
    DANIEL S TUCKER ELECTED NOV 2021 VICE PRESIDENT
    1.00     		0 0 0
    30 IVAN ALLEN JR BLVD BIN SC1501
    ATLANTA,GA30308
    DEKIA M SCOTT TREASURER, NON-VOTING OFFICER
    1.50     		0 0 0
    30 IVAN ALLEN JR BLVD BIN SC1216
    ATLANTA,GA30308
    RITA M BREEN SECRETARY, NON-VOTING OFFICER
    6.00     		0 0 0
    241 RALPH MCGILL BLVD BIN 10095
    ATLANTA,GA30308
    VALERIE D SEARCY ASST SECRETARY, NON-VOTING OFFICER
    2.00     		0 0 0
    241 RALPH MCGILL BLVD BIN 10095
    ATLANTA,GA30308
    CHRISTOPHER C WOMACK DIRECTOR
    1.00     		0 0 0
    241 RALPH MCGILL BLVD BIN 10095
    ATLANTA,GA30308
    BYRAN D ANDERSON DIRECTOR
    1.00     		0 0 0
    30 IVAN ALLEN JR BLVD BIN SC1501
    ATLANTA,GA30308
    MARK S LANTRIP JAN 1 - MAY 17 2021 DIRECTOR
    1.00     		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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 159,390
    6803 SOUTH TUCSON WAY
    CENTENNIAL,CO80112
    EARNEST PARTNERS INVESTMENT FEES 129,982
    1180 PEACHTREE ST NE 2300
    ATLANTA,GA30309
    SUNTRUST INVESTMENT FEES 88,390
    2226 SUNDOWN DR NE
    ATLANTA,GA30345
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    114,367,773
    b
    Average of monthly cash balances.......................
    1b
    2,274,024
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    116,641,797
    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
    116,641,797
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,749,627
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    114,892,170
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    5,744,609
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    5,744,609
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    126,779
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    126,779
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,617,830
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,617,830
    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 XII, line 1 ...
    7
    5,617,830
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 5,617,830
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 4,101,277
    b From 2017...... 4,248,341
    c From 2018......  
    d From 2019...... 5,533,895
    e From 2020...... 11,850,669
    f Total of lines 3a through e ........ 25,734,182
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 28,928,111
    a Applied to 2020, 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 2021 distributable amount..... 5,617,830
    e Remaining amount distributed out of corpus 23,310,281
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 49,044,463
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		4,101,277
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		44,943,186
    10 Analysis of line 9:
    a Excess from 2017.... 4,248,341
    b Excess from 2018....  
    c Excess from 2019.... 5,533,895
    d Excess from 2020.... 11,850,669
    e Excess from 2021.... 23,310,281
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    CENTRAL CATHOLIC HIGH SCHOOL INC
    4720 FIFTH AVE
    PITTSBURGH,PA15213     		  PC 50TH REUNION GIFT ON BEHALF OF RETIRING DIRECTOR JON BOSCIA 5,000
    CHAUTAUQUA INSTITUTION
    1 AMES AVE
    CHAUTAUQUA,NY14722     		  PC DONATION ON BEHALF OF RETIRING OFFICER LARRY D. THOMPSON 5,000
    CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION
    1575 NORTHEAST EXPRESSWAY
    ATLANTA,GA30329     		  PC 3RD PAYMENT OF SEVEN-YEAR PLEDGE AUTHORIZED AT $7.5M TO SUPPORT CHILDREN'S HEALTHCARE OF ATLANTA NORTH DRUID HILLS CAMPUS 1,000,000
    COUNCIL ON CRIMINAL JUSTICE
    700 PENNSYLVANIA AVE SE
    WASHINGTON,DC20003     		  PC COUNCIL ON CRIMINAL JUSTICE PARTNERSHIP 400,000
    EDUCATION FARM
    1914 4TH AVE N STE 200
    BIRMINGHAM,AL35203     		  PC FIRST PAYMENT OF A 3 YEAR PLEDGE. PROPEL CENTER: GLOBAL HBCU CAMPUS FOR INNOVATIVE LEARNING 10,000,000
    EMORY UNIVERSITY
    1762 CLIFTON ROAD SUITE 1400
    ATLANTA,GA30322     		  PC FIRST OF TWO YEAR COMMITMENT: EMORY UNIVERSITY SCHOOL OF LAW CENTER FOR CIVIL RIGHTS AND SOCIAL JUSTICE 3,500,000
    FOUNDATION FOR THE DEFENSE OF DEMOCRACIES
    PO BOX 33249
    WASHINGTON,DC20033     		  PC CYBER SOLARIUM COMMISSION 2.0 PROJECT 100,000
    GEORGIA HISTORICAL SOCIETY
    501 WHITAKER ST
    SAVANNAH,GA31401     		  PC 2021 GEORGIA HISTORY FESTIVAL 25,000
    GEORGIA TECH FOUNDATION INC
    760 SPRING ST NW SUITE 400
    ATLANTA,GA30308     		  PC 7TH OF 9 YEAR PLEDGE 4,000,000
    GEORGIA TECH FOUNDATION INC
    760 SPRING ST NW SUITE 400
    ATLANTA,GA30308     		  PC VALERIE HOPPE PETERSON AND GP BUD PETERSON SCHOLARSHIP ENDOWMENT FUND 250,000
    GEORGIA TECH FOUNDATION INC
    760 SPRING ST NW SUITE 400
    ATLANTA,GA30308     		  PC CURRENT OPERATIONS AND FOR A PERMANENT ENDOWMENT DIRECTED TOWARD THE ATTRACTION AND RETENTION 3,000,000
    GEORGIA TECH FOUNDATION INC
    760 SPRING STREET SUITE 400
    ATLANTA,GA30332     		  PC FIRST PAYMENT OF 4-YEAR PLEDGE. SUPPORT TO NAME THE JOHN LEWIS STUDENT CENTER ON GEORGIA TECH CAMPUS TOTALING $4M 1,000,000
    INROADS INC
    260 PEACHTREE ST NE SUITE 400
    ATLANTA,GA30303     		  PC FIRST PAYMENT OF 3 YEAR PLEDGE TO SUPPORT HBCU SUSTAINABLE COMMUNITIES INITIATIVE 4,000,000
    MOREHOUSE COLLEGE
    830 WESTVIEW DRIVE SW
    ATLANTA,GA30314     		  PC HBCU INITIATIVE 350,000
    NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC
    250 WILLIAMS STREET SUITE 2322
    ATLANTA,GA30303     		  PC CAPITAL EXPANSION GRANT 250,000
    NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC
    250 WILLIAMS STREET SUITE 2322
    ATLANTA,GA30303     		  PC GENERAL OPERATIONS AND THE CAMPAIGN FOR EQUAL DIGNITY 75,000
    NUCLEAR THREAT INITIATIVE INC
    1776 EYE STREET NW
    WASHINGTON,DC20006     		  PC FINAL PAYMENT OF A 3 YEAR COMMITMENT TO SUPPORT THE SAM NUNN DISTINGUISHED FELLOW PRGM AND TO BRING OUTSTANDING TALENT FOR THE PURPOSE OF ADVANCING A STRATEGIC PRIORITY OF SEEDING NEW DIRECTIONS IN THREAT REDUCTION 100,000
    SMITHSONIAN INSTITUTION
    PO BOX 37012
    WASHINGTON,DC20013     		  PC 2ND PAYMENT OF 5-YEAR PLEDGE TO SUPPORT THE NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE (WITH CORPORATE LEADERSHIP COUNCIL) 200,000
    SOUTHWEST WILDLIFE CONSERVATION
    27026 N 156TH ST
    SCOTTSDALE,AZ85262     		  PC ON BEHALF OF STEVEN SPECKER 5,000
    THE MEMORIAL FOUNDATION
    633 PENNSYLVANIA AVENUE NW
    WASHINGTON,DC20004     		  PC 10TH ANNIVERSARY PROGRAMS AND SOCIAL JUSTICE LEADERSHIP 250,000
    UNIVERSITY OF WEST FLORIDA FOUNDATION
    11000 UNIVERSITY PARKWAY BUILDING
    12
    PENSACOLA,FL32514     		  PC SCHOLARSHIP ENDOWMENT TO THE BUSINESS SCHOOL PAUL BOWERS 25,000
    AGNES SCOTT COLLEGE
    141 EAST COLLEGE AVENUE
    DECATUR,GA30030     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 375
    ASSOCIATION FOR COMPUTING MACHINERY
    1300 UNIV BLVD 115A CAMPBELL HALL
    BIRMINGHAM,AL35233     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 200
    AUBURN UNIVERSITY FOUNDATION
    317 S COLLEGE ST
    AUBURN,AL368495170     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 106,305
    BALL STATE UNIVERSITY FOUNDATION
    2800 WEST BETHEL AVENUE
    MUNCIE,IN47304     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 5,000
    BENEDICTINE COLLEGE
    1020 N 2ND ST ATCHISON
    ATCHISON,KS66002     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 2,000
    BIRMINGHAM-SOUTHERN COLLEGE
    900 ARKADELPHIA ROAD
    BIRMINGHAM,AL35254     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 2,460
    BOARD OF THE UNIVERSITY OF ALABAMA
    PO BOX 870142
    TUSCALOOSA,AL354870001     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 18,465
    CLEMSON UNIVERSITY FOUNDATION
    PO BOX 1889
    CLEMSON,SC29633     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 1,000
    CURATORS OF THE UNIVERSITY OF MISSOURI
    1020 HITT ST
    COLUMBIA,MO65212     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 5,000
    EMORY UNIVERSITY
    MAIL STOP 0970-001-9AA
    ATLANTA,GA303224001     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 11,825
    FLORIDA STATE UNIVERSITY
    225 UNIVERSITY CENTER C3100
    TALLAHASSEE,FL323069936     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 100
    GEORGIA COLLEGE & STATE UNIVERSITY FOUNDATION INC
    CAMPUS BOX 113
    MILLEDGEVILLE,GA31061     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 5,000
    GEORGIA SOUTHWESTERN FOUNDATION INC
    PO BOX 926
    AMERICUS,GA31709     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 5,000
    GEORGIA STATE UNIVERSITY FOUNDATION INC
    PO BOX 2668
    ATLANTA,GA303012668     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 1,075
    GEORGIA TECH ALUMNI ASSOCIATION INC
    760 SPRING STREET STE 400
    ATLANTA,GA30308     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 3,420
    GEORGIA TECH FOUNDATION INC
    760 SPRING STREET STE 400
    ATLANTA,GA30308     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 31,625
    JACKSONVILLE STATE UNIVERSITY FOUNDATION
    700 PELHAM RD N
    JACKSONVILLE,AL362651602     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 1,000
    KENNESAW STATE UNIVERSITY FOUNDATION INC
    1000 CHASTAIN ROAD NO 9101
    KENNESAW,GA301445588     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 3,000
    KENT STATE UNIVERSITY FOUNDATION
    800 SUMMIT RD KENT OH 44242
    KENT,OH44242     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 2,500
    LINCOLN UNIVERSITY
    1570 BALTIMORE PIKE
    LINCOLN UNIVERSITY,PA19352     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 500
    MACALESTER COLLEGE
    1600 GRAND AVENUE
    SAINT PAUL,MN551051899     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 800
    MARION MILITARY INSTITUTE
    1101 WASHINGTON ST
    MARION,AL36756     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 100
    MARYVILLE COLLEGE
    502 E LAMAR ALEXANDER PARKWAY
    MARYVILLE,TN37804     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 200
    MERIDIAN COMMUNITY COLLEGE FOUNDATION
    910 HIGHWAY 19 N
    MERIDIAN,MS39307     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 150
    MISSISSIPPI STATE UNIVERSITY FOUNDATION INC
    PO BOX 6149
    MISSISSIPPI STATE,MS39762     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 11,800
    MOREHOUSE COLLEGE
    830 WESTVIEW DRIVE
    ATLANTA,GA30314     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 10,000
    NORTHWESTERN UNIVERSITY
    1800 SHERMAN AVENUE SUITE 4-500
    EVANSTON,IL60208     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 9,800
    OKLAHOMA STATE UNIVERSITY FOUNDATION
    400 S MONROE ST
    STILLWATER,OK74074     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 2,500
    PRESBYTERIAN COLLEGE
    503 S BROAD ST
    CLINTON,SC293252865     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 35
    PURDUE RESEARCH FOUNDATION
    1281 WIN HENTSCHEL BLVD
    WEST LAFAYETTE,IN47906     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 5,000
    ROSE HULMAN INSTITUTE OF TECHNOLOGY
    5500 WABASH AVE
    TERRE HAUTE,IN47803     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 750
    SAMFORD UNIVERSITY
    800 LAKESHORE DR
    BIRMINGHAM,AL352290001     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 925
    TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION
    1 WILLIAM L JONES DR
    COOKEVILLE,TN38505     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 5,000
    THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND
    1415 TULANE AVE
    NEW ORLEANS,LA70112     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 750
    THE CORPORATION OF MERCER UNIVERSITY
    1501 MERCER UNIVERSITY DR
    MACON,GA31207     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 50
    TREVECCA NAZARENE UNIVERSITY
    333 MURFREESBORO PIKE
    NASHVILLE,TN37210     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 250
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    433 FRANKLIN BUILDING
    PHILADELPHIA,PA19103     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 500
    UNIVERSITY OF ALABAMA ALUMNI ASSOCIATION ALUMNI HALL
    BOX 861928
    TUSCALOOSA,AL354860017     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 830
    UNIVERSITY OF COLORADO FOUNDATION
    1800 N GRANT ST STE 725
    DENVER,CO80203     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 600
    UNIVERSITY OF GEORGIA FOUNDATION
    1 PRESS PLACE
    ATHENS,GA30602     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 16,160
    UNIVERSITY OF ILLINOIS FOUNDATION
    1201 W UNIVERSITY AVENUE
    CHAMPAIGN,IL61801     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 2,750
    UNIVERSITY OF MISSISSIPPI FOUNDATION
    406 UNIVERSITY AVE
    OXFORD,MS38655     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 500
    UNIVERSITY OF MONTEVALLO FOUNDATION
    STATION 6001
    MONTEVALLO,AL35115     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 5,750
    UNIVERSITY OF NO ALA FOUNDATION
    UNA BOX 5059
    FLORENCE,AL356319934     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 5,135
    UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    PO BOX 309
    CHAPEL HILL,NC27514     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 5,000
    UNIVERSITY OF NORTH GEORGIA FOUNDATION INC
    PO BOX 1599
    DAHLONEGA,GA305330027     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 500
    UNIVERSITY OF NOTRE DAME DU LAC
    100 ECK CTR
    NOTRE DAME,IN46556     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 308
    UNIVERSITY OF PUGET SOUND
    1500 N WARNER ST
    TACOMA,WA98416     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 200
    UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION
    118 COLLEGE DRIVE 5210
    HATTIESBURG,MS394060002     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 250
    UNIVERSITY OF THE SOUTH
    735 UNIVERSITY AVE
    SEWANEE,TN37383     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 1,500
    UNIVERSITY OF WEST GEORGIA FOUNDATION INC
    1903 MAPLE STREET
    CARROLLTON,GA301180001     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 5,000
    VANDERBILT UNIVERSITY
    PMB 407727
    NASHVILLE,TN37240     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 950
    VIRGINIA TECH FOUNDATION INC
    902 PRICES FORK ROAD - 0336
    BLACKSBURG,VA24061     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 2,000
    WASHINGTON & LEE UNIVERSITY
    204 W WASHINGTON
    LEXINGTON,VA244502116     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 25
    WOFFORD COLLEGE
    WOFFORD COLLEGE
    SPARTANBURG,SC29303     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 5,000
    YOUNG HARRIS COLLEGE
    1 COLLEGE STREET
    YOUNG HARRIS,GA30582     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 100
    Total .................................bullet 3a 28,847,018
    bApproved for future payment
    EDUCATION FARM
    1914 4TH AVE N STE 200
    BIRMINGHAM,AL35203     		  PC FUTURE COMMITMENT 3 YEAR PLEDGE OF SUPPORT 15,000,000
    EMORY UNIVERSITY
    1762 CLIFTON ROAD SUITE 1400
    ATLANTA,GA30322     		  PC TWO YEAR COMMITMENT: EMORY UNIVERSITY SCHOOL OF LAW CENTER FOR CIVIL RIGHTS AND SOCIAL JUSTICE 3,500,000
    GEORGIA TECH FOUNDATION INC
    760 SPRING ST NW SUITE 400
    ATLANTA,GA30308     		  PC FUTURE COMMITMENT 3 YEAR PLEDGE OF SUPPORT 12,000,000
    GEORGIA TECH FOUNDATION INC
    760 SPRING ST NW SUITE 400
    ATLANTA,GA30308     		  PC FUTURE COMMITMENT- JOHN LEWIS STUDENT CENTER ON GEORGIA TECH CAMPUS 3,000,000
    INROADS INC
    260 PEACHTREE ST NE SUITE 400
    ATLANTA,GA30303     		  PC FUTURE COMMITMENT - 3 YEAR PLEDGE TO SUPPORT HBCU 6,000,000
    NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC
    250 WILLIAMS STREET SUITE 2322
    ATLANTA,GA30303     		  PC CAPITAL EXPANSION GRANT 250,000
    AGNES SCOTT COLLEGE
    141 EAST COLLEGE AVENUE
    DECATUR,GA30030     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 130
    AUBURN UNIVERSITY FOUNDATION
    317 S COLLEGE ST
    AUBURN,AL368495170     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 39,620
    BOARD OF THE UNIVERSITY OF ALABAMA
    PO BOX 870142
    TUSCALOOSA,AL354870001     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 2,500
    DUKE UNIVERSITY
    BOX 90581
    DURHAM,NC27708     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 1,000
    EMORY UNIVERSITY
    MAIL STOP 0970-001-9AA
    ATLANTA,GA303224001     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 85
    GEORGE WALTON
    1 BULLDOG DR
    MONROE,GA30655     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 4,000
    GEORGETOWN UNIVERSITY
    3700 O ST NW WASHINGTON
    WASHINGTON,DC20057     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 2,000
    GEORGIA STATE UNIVERSITY FOUNDATION INC
    PO BOX 2668
    ATLANTA,GA303012668     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 5,000
    GEORGIA TECH ALUMNI ASSOCIATION INC
    760 SPRING STREET STE 400
    ATLANTA,GA30308     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 1,250
    GEORGIA TECH FOUNDATION INC
    760 SPRING STREET STE 400
    ATLANTA,GA30308     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 28,260
    MARION MILITARY INSTITUTE
    1101 WASHINGTON ST
    MARION,AL36756     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 52
    MARYVILLE COLLEGE
    502 E LAMAR ALEXANDER PARKWAY
    MARYVILLE,TN37804     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 100
    MISSISSIPPI COLLEGE
    200 S CAPITOL STREET
    CLINTON,MS39056     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 500
    MISSISSIPPI STATE UNIVERSITY FOUNDATION INC
    PO BOX 6149
    MISSISSIPPI STATE,MS39762     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 550
    MISSISSIPPI UNIVERSITY FOR WOMEN FOUNDATION
    1100 COLLEGE ST
    COLUMBUS,MS39701     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 500
    NORTHWESTERN UNIVERSITY
    1800 SHERMAN AVENUE SUITE 4-500
    EVANSTON,IL60208     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 3,000
    REGENTS OF THE UNIVERSITY OF MICHIGAN
    315 W HURON ST STE 240
    ANN ARBOR,MI48103     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 25
    SOUTHERN METHODIST UNIVERSITY
    6425 BOAZ LANE
    DALLAS,TX75275     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 100
    SPELMAN COLLEGE
    350 SPELMAN LANE SW
    ATLANTA,GA30314     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 100
    THE NATIONAL ALUMNI SOCIETY OF THE UNIVERSITY OF ALABAMA
    701 20TH ST S
    BIRMINGHAM,AL35233     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 50
    THE PENSACOLA STATE COLLEGE FOUNDATION INC
    1000 COLLEGE BLVD
    PENSACOLA,FL32504     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 3,500
    TREVECCA NAZARENE UNIVERSITY
    333 MURFREESBORO PIKE
    NASHVILLE,TN37210     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 500
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    433 FRANKLIN BUILDING
    PHILADELPHIA,PA19103     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 250
    UNIVERSITY OF ALABAMA ALUMNI ASSOCIATION ALUMNI HALL
    BOX 861928
    TUSCALOOSA,AL354860017     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 230
    UNIVERSITY OF GEORGIA FOUNDATION
    1 PRESS PLACE
    ATHENS,GA30602     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 7,250
    UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC
    4603 CALVERT RD
    COLLEGE PARK,MD20740     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 25
    UNIVERSITY OF MONTEVALLO FOUNDATION
    STATION 6001
    MONTEVALLO,AL35115     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 5,000
    UNIVERSITY OF NOTRE DAME DU LAC
    100 ECK CTR
    NOTRE DAME,IN46556     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 1,700
    UNIVERSITY OF OKLAHOMA FOUNDATION INC
    100 W TIMBERDELL RD STE 1
    NORMAN,OK73019     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 25
    UNIVERSITY OF VIRGINIA FOUNDATION
    PO BOX 400173
    CHARLOTTESVLE,VA229044173     		  PC 2021 EDUCATIONAL MATCHING GIFTS-FOUNDATION MATCH 500
    Total .................................bullet 3b 39,857,802
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 360  
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 8,102,429  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER PORTFOLIO INCOME     		    14 -7,288  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 9,836,912 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    9,836,912
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    SOUTHERN COMPANY CHARITABLE FOUNDATION
    INC
    Employer identification number

    58-2514027
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    SOUTHERN COMPANY CHARITABLE FOUNDATION
    INC         		Employer identification number
    58-2514027
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    SOUTHERN COMPANY
     
    30 IVAN ALLEN JR BLVD NW
     
    ATLANTA, GA30308

    		$ 18,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    SOUTHERN COMPANY CHARITABLE FOUNDATION
    INC         		Employer identification number

    58-2514027
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    SOUTHERN COMPANY CHARITABLE FOUNDATION
    INC         		Employer identification number

    58-2514027
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 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 23,785,987 23,785,987

    TY 2021 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 4,225,321 4,225,321
    EARNEST PARTNERS 16,497,267 16,497,267
    BARROW 16,007,320 16,007,320
    DRZ SVC 7,770,724 7,770,724
    OFI DEVELOPMENT INTERNATIONAL 36,473,093 36,473,093
    EIP ELEVATE 813,720 813,720

    TY 2021 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 4,304,605 4,304,605
    HEDGE FUNDS FMV 3,881,926 3,881,926

    TY 2021 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 29,718 47,678 47,678
    INTEREST RECEIVABLE 5 11,265 11,265
    STOCK RECEIVABLE 58,561 20,425 20,425


    TY 2021 OtherDecreasesSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Description Amount
    OTHER ADJUSTMENTS 51,374


    TY 2021 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 23,750 0   23,750
    MISCELLANEOUS 35,189 0   35,189
    FORM K-1 LAZARD PORTFOLIO DEDUCTIONS 15,927 15,927   0
    FORM K-1 OFI INTERNATIONAL 24 24   0
    FORM K-1 ABERDEEN PORTFOLIO DEDUCTIONS 286 286   0
    FORM K-1 ELEVATE PORTFOLIO DEDUCTIONS 76,069 76,069   0


    TY 2021 OtherIncomeSchedule2
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EARNEST PARTNERS 26,725 26,725 26,725
    OTHER PORTFOLIO INCOME -7,288 -7,288 -7,288


    TY 2021 OtherIncreasesSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Description Amount
    UNREALIZED GAINS ON INVESTMENTS 5,144,602


    TY 2021 OtherLiabilitiesSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Description Beginning of Year - Book Value End of Year - Book Value
    STOCK PAYABLE DEPRINCE 16,000 66,657
    MISC ACCOUNT PAYABLE 6,400 15,364
    EXCISE TAX PAYABLE 0 43,679


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    SOUTHERN COMPANY CHARITABLE FOUNDATION
     
    INC
    EIN:
    58-2514027
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 528,384 528,384   0
    BANKING FEES 6,178 2,884   3,294
    ACCOUNTING FEES 27,600 8,740   18,860


    TY 2021 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 79,810 79,810   0
    FEDERAL EXCISE TAX 127,838 0   0