Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 10230
  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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$104,473,144J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 30,885 30,885  
4 Dividends and interest from securities... 2,125,400 2,125,400  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -575,234
b Gross sales price for all assets on line 6a 1,373,423
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)....... Click to see attachment
List of Attached Documents:
// Content
1,266 1,266  
12 Total. Add lines 1 through 11........ 1,582,317 2,157,551  
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
List of Attached Documents:
// Content
607,364 427,589   133,310
17 Interest............... 898 898   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
151,513 74,015   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
List of Attached Documents:
// Content
223,341 167,306   56,035
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 983,116 669,808   189,345
25 Contributions, gifts, grants paid....... 3,902,882 26,516,719
26 Total expenses and disbursements. Add lines 24 and 25 4,885,998 669,808   26,706,064
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,303,681
b Net investment income (if negative, enter -0-) 1,487,743
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 1,653,288 2,617,144 2,617,144
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable................. 27,000,000    
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 71,899 54,320 54,320
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 65,364,098 Click to see attachment
List of Attached Documents:
// Content
74,844,476 		74,844,476
c Investments—corporate bonds (attach schedule)....... 17,860,715 Click to see attachment
List of Attached Documents:
// Content
18,740,361 		18,740,361
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,560,060 Click to see attachment
List of Attached Documents:
// Content
8,101,824 		8,101,824
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
88,477 		Click to see attachment
List of Attached Documents:
// Content
115,019 		Click to see attachment
List of Attached Documents:
// Content
115,019
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 120,598,537 104,473,144 104,473,144
Liabilities 17 Accounts payable and accrued expenses.......... 126,996 107,764
18 Grants payable................. 61,509,439 38,960,288
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
39,607 		Click to see attachment
List of Attached Documents:
// Content
42,433
23 Total liabilities (add lines 17 through 22)......... 61,676,042 39,110,485
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 58,922,495 65,362,659
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 58,922,495 65,362,659
30 Total liabilities and net assets/fund balances (see instructions). 120,598,537 104,473,144
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
58,922,495
2
Enter amount from Part I, line 27a .....................
2
-3,303,681
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,743,845
4
Add lines 1, 2, and 3 ..........................
4
65,362,659
5
Decreases not included in line 2 (itemize) right arrow
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
65,362,659
Form 990-PF (2023)
Form 990-PF (2023)
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 BARROW P    
b DEPRINCE P    
c EARNEST P    
d OFI DEV P    
e LAZARD P    
MORGAN P    
ELEVATE 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 695,635     695,635
b 192,708     192,708
c 429,778     429,778
d     196,397 -196,397
e     1,747,880 -1,747,880
55,302     55,302
    4,380 -4,380
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       695,635
b       192,708
c       429,778
d       -196,397
e       -1,747,880
      55,302
      -4,380
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 -575,234
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 20,680
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 20,680
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 20,680
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 75,000
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 75,000
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 54,320
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 54,320
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowGA
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowVERONICA E PUNCH Telephone no.right arrow (404) 506-2625

Located atright arrow241 RALPH MCGILL BLVD BIN 109230ATLANTAGA ZIP+4right arrow30308
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 1123-9823 PRESIDENT
1.50 		0 0 0
241 RALPH MCGILL BLVD BIN 10230
ATLANTA,GA30308
MYRA C BIERRIA ELECTED 9112023 PRESIDENT
1.50 		0 0 0
30 IVAN ALLEN JR BLVD BIN SC1216
ATLANTA,GA30308
DANIEL S TUCKER 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
VERONICA E PUNCH ASST SECRETARY, NON-VOTING OFFICER
2.00 		0 0 0
241 RALPH MCGILL BLVD BIN 10095
ATLANTA,GA30308
CHRISTOPHER C WOMACK 1123-41723 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
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 135,943
6803 SOUTH TUCSON WAY
CENTENNIAL,CO80112
EARNEST PARTNERS INVESTMENT FEES 91,676
1180 PEACHTREE ST NE 2300
ATLANTA,GA30309
TRUIST INVESTMENT FEES 83,036
2226 SUNDOWN DR NE
ATLANTA,GA30345
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
96,459,808
b
Average of monthly cash balances.......................
1b
6,443,954
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
102,903,762
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
102,903,762
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,543,556
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
101,360,206
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,068,010
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
5,068,010
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
20,680
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,680
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,047,330
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,047,330
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
5,047,330
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
26,706,064
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
26,706,064
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 5,047,330
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 5,533,895
c From 2020...... 11,850,669
d From 2021...... 23,310,281
e From 2022......  
f Total of lines 3a through e ........ 40,694,845
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 26,706,064
a Applied to 2022, 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 2023 distributable amount..... 5,047,330
e Remaining amount distributed out of corpus 21,658,734
5 Excess distributions carryover applied to 2023. 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 62,353,579
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		62,353,579
10 Analysis of line 9:
a Excess from 2019.... 5,533,895
b Excess from 2020.... 11,850,669
c Excess from 2021.... 23,310,281
d Excess from 2022....  
e Excess from 2023.... 21,658,734
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

AMERICAN HEART ASSOCIATION INC

7272 GREENVILLE AVE
DALLAS,TX75231 		  PC DONATION IN MEMORY OF EVP & CIO MARTIN B. DAVIS MOTHER TO AMERICAN HEART ASSOCIATION OF ROANOKE. 1,000

AMERICAN JEWISH COMMITTEE

3525 PIEDMONT ROAD NE
ATLANTA,GA30305 		  PC 2023 AJC ATLANTA NATIONAL HUMAN RELATIONS AWARD DINNER HONORING TRUIST CHAIRMAN & CEO BILL ROGERS 15,000

AMERICAN JUNIOR GOLF ASSOCIATION

1980 SPORTS CLUB DRIVE
BRASELTON,GA30517 		  PC SUPPORT FOR DIVERSITY, EQUITY AND INCLUSION PROJECTS 150,000

ANNIKA FOUNDATION

10524 MOSS PARK RD
ORLANDO,FL32832 		  PC SHARE MY PASSION CLINIC IN GA, AS WELL AS OPERATIONAL SUPPORT FOR THE ANNIKA FOUNDATION 50,000

ATLANTA EDUCATIONAL TELECOMMUNICATIONS COLLABORATIVE INC

WABE PUBLIC BROADCASTING ATLANTA
ATLANTA,GA30324 		  PC DONATION TO WABE IN MEMORIAM OF LIBBY WOOD 5,000

ATLANTA VOLUNTEER LAWYERS FOUNDATION INC

235 PEACHTREE STREET
ATLANTA,GA30303 		  PC ATLANTA VOLUNTEER LAWYERS FOUNDATION - A COMMUNITY-FOCUSED RESPONSE FOR ATLANTAN'S FACING HOUSING ISSUES AND INTIMATE PARTNER ABUSE 25,000

CARE INC

151 ELLIS STREET NE
ATLANTA,GA30303 		  PC CARE IMPACT AWARDS 25,000

CARTER CENTER INC

453 JOHN LEWIS FREEDOM PARKWAY
ATLANTA,GA30307 		  PC POLICING ALTERNATIVES INITIATIVE 25,000

CATAWBA LANDS CONSERVANCY

2400 PARK ROAD SUITE 1
CHARLOTTE,NC28203 		  PC IN MEMORY OF EDWARD JENNER WOOD V, GRANDSON OF BOARD MEMBER JENNER WOOD 2,500

CF FOUNDATION INC

3445 PEACHTREE RD SUITE 175
ATLANTA,GA30326 		  PC TOM AND ANN COUSINS LEGACY FUND 1,000,000

CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION

1575 NORTHEAST EXPRESSWAY NE
ATLANTA,GA30329 		  PC SUPPORT CHILDREN'S HEALTHCARE OF ATLANTA NORTH DRUID HILLS CAMPUS 1,000,000

CLARK ATLANTA UNIVERSITY INC

223 JAMES P BRAWLEY DRIVE SOUTHWEST
ATLANTA,GA30314 		  PC DONATION ON BEHALF OF THE RETIREMENT OF SOUTHERN COMPANY BOARD OF DIRECTORS MEMBER JUANITA BARANCO TO SUPPORT SCHOLARSHIP FUND FOR WOMEN ON BEHALF OF JUANITA BARANCO 5,000

CLEARVIEW LEGACY FOUNDATION FOR EDUCATION PRESERVATION AND RESEARCH

PO BOX 30196
EAST CANTON,OH44730 		  PC GENERAL OPERATING TO SUPPORT THE MISSION OF EDUCATION, USING GOLF AS A TOOL TO REACH YOUNGSTERS, PEOPLE OF COLOR, SENIORS, WOMEN MILITARY VETERANS, AND THOSE WITH MENTAL AND PHYSICAL CHALLENGES. 10,000

COUNCIL ON CRIMINAL JUSTICE

2612 BROOKWOOD DRIVE NE
ATLANTA,GA30305 		  PC ADVANCING SAFETY AND JUSTICE 300,000

EDUCATION FARM

1914 4TH AVE N STE 200
BIRMINGHAM,AL35203 		  PC PROPEL CENTER: GLOBAL HBCU CAMPUS FOR INNOVATIVE LEARNING 7,500,000

FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC

1800 M ST NW STE 800S
WASHINGTON,DC20036 		  PC CSC 2.0 (CYBERSPACE SOLARIUM COMMISSION 2.0) 100,000

FOUNDATION OF WESLEY WOODS INC

1817 CLIFTON ROAD NE
ATLANTA,GA30329 		  PC 2023 HEROES, SAINTS AND LEGENDS AWARDS DINNER AND GALA 10,000

GEORGIA TECH FOUNDATION INC

760 SPRING STREET NW SUITE 400
ATLANTA,GA30308 		  PC CURRENT OPERATIONS AND FOR A PERMANENT ENDOWMENT, DIRECTED TOWARD THE ATTRACTION AND RETENTION OF EMINENT TEACHER/SCHOLARS. 4,000,000

GEORGIA TECH FOUNDATION INC

760 SPRING STREET NW SUITE 400
ATLANTA,GA30308 		  PC SUPPORT SOUTHERN COMPANY FOUNDATION ENGINEERING PIPELINE 7,000,000

GEORGIA TECH FOUNDATION INC

760 SPRING STREET NW SUITE 400
ATLANTA,GA30308 		  PC SUPPORT TO NAME THE JOHN LEWIS STUDENT CENTER ON GEORGIA TECH CAMPUS TOTALING $4M. 1,000,000

INROADS INC

260 PEACHTREE STREET NE
ATLANTA,GA30303 		  PC SUPPORT HBCU SUSTAINABLE COMMUNITIES INITIATIVE 3,000,000

LEUKEMIA & LYMPHOMA SOCIETY - GEORGIA CHAPTER

2859 PACES FERRY RD SE
ATLANTA,GA30339 		  PC LEUKEMIA & LYMPHOMA SOCIETYS VISIONARIES OF THE YEAR 15,000

MAKE-A-WISH FOUNDATION OF GEORGIA

1775 THE EXCHANGE SUITE 200
ATLANTA,GA30339 		  PC OPERATING EXPENSES 50,000

MOREHOUSE COLLEGE

830 WESTVIEW DRIVE SW
ATLANTA,GA30314 		  PC STUDENT SCHOLARSHIPS 200,000

NATIONAL LINKS TRUST

PO BOX 42097
WASHINGTON,DC20015 		  PC DIVERSITY, EQUITY & INCLUSION PROGRAMING 125,000

NORTHSIDE YOUTH ORGANIZATION INC

PO BOX 420486
ATLANTA,GA30342 		  PC OPERATING EXPENSES 150,000

NUCLEAR THREAT INITIATIVE INC

1776 EYE STREET NW
WASHINGTON,DC20006 		  PC SUPPORT OPERATING EXPENSES 100,000

PAGE TURNERS MAKE GREAT LEARNERS INC

PO BOX 7723
ATLANTA,GA30357 		  PC PAGE TURNERS LITERARY CONFERENCE 10,000

SMITHSONIAN INSTITUTION

PO BOX 37012
WASHINGTON,DC20013 		  PC SUPPORT THE NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE (WITH CORPORATE LEADERSHIP COUNCIL) 200,000

THE TRUST FOR PUBLIC LAND

600 WEST PEACHTREE STREET SUITE
1840
ATLANTA,GA30308 		  PC ALLIANCE FOR CIVIL RIGHTS HISTORIC SITES MEDGAR & MYRLIE EVERS HOME NATIONAL MONUMENT 100,000

UNITED WAY OF WEST CENTRAL MISSISSIPPI

920 SOUTH STREET
VICKSBURG,MS39180 		  PC DISASTER RELIEF 50,000

AGNES SCOTT COLLEGE

141 EAST COLLEGE AVE
DECATUR,GA30030 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 100

ALABAMA A & M UNIVERSITY FOUNDATION

4900 MERIDIAN STREET
NORMAL,AL35762 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 1,100

AUBURN UNIVERSITY FOUNDATION

1320 SHELBY CENTER
AUBURN,AL36849 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 111,831

BIRMINGHAM-SOUTHERN COLLEGE

900 ARKADELPHIA RD
BIRMINGHAM,AL35254 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 6,901

BOARD OF THE UNIVERSITY OF ALABAMA

PO BOX 55407
BIRMINGHAM,AL35255 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 13,175

CLARK ATLANTA UNIVERSITY INC

223 JAMES P BRAWLEY DRIVE SOUTHWEST
ATLANTA,GA30314 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 250

CLEMSON UNIVERSITY FOUNDATION

P O BOX 1889
CLEMSON,SC29633 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 1,000

COLLEGE FOUNDATION OF THE UNIVERSITY OF VIRGINIA

1827 UNIVERSITY AVENUE
CHARLOTTESVILLE,VA22903 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 500

DUKE UNIVERSITY

103 ALLEN BLDG
DURHAM,NC27708 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 1,000

EMORY UNIVERSITY

1440 CLIFTON ROAD
ATLANTA,GA30322 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 6,630

FLORIDA STATE UNIVERSITY

222 S COPELAND ST
TALLAHASSEE,FL32306 		  GOV 2023 MATCHING GIFTS - SC FOUNDATION MATCH 300

FORT VALLEY STATE UNIVERSITY FOUNDATION INC

1005 STATE UNIVERSITY DR
FORT VALLEY,GA31030 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 2,100

GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC

PO BOX 8053
STATESBORO,GA30460 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 5,100

GEORGIA SOUTHWESTERN FOUNDATION INC

PO BOX 926
AMERICUS,GA31709 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 5,000

GEORGIA STATE UNIVERSITY FOUNDATION INC

35 BROAD STREET SUITE 611
ATLANTA,GA30303 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 6,000

GEORGIA TECH ALUMNI ASSOCIATION INC

190 NORTH AVENUE NW
ATLANTA,GA30313 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 2,500

GEORGIA TECH ATHLETIC ASSOCIATION

150 BOBBY DODD WAY NW
ATLANTA,GA30332 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 1,000

GEORGIA TECH FOUNDATION INC

760 SPRING STREET NW SUITE 400
ATLANTA,GA30308 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 33,667

HILLSDALE COLLEGE

33 E COLLEGE ST
HILLSDALE,GA49242 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 250

JACKSONVILLE STATE UNIVERSITY FOUNDATION

700 PELHAM ROAD NORTH
JACKSONVILLE,AL36265 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 1,000

KENT STATE UNIVERSITY FOUNDATION

EXECUTIVE OFFICE 2ND FLOOR LIBRARY
KENT,OH44242 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 2,500

LINCOLN UNIVERSITY

820 CHESTNUT STREET
JEFFERSON CITY,MO65102 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 1,025

LOUISIANA TECH UNIVERSITY FOUNDATION INC

1310 WEST RAILROAD AVENUE
RUSTON,LA71272 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 1,000

MACALESTER COLLEGE

1600 GRAND AVE
SAINT PAUL,MN55105 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 500

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 500

MILLIGAN UNIVERSITY

1 BLOWERS BLVD
MILLIGAN,TN37682 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 1,000

MISSISSIPPI STATE UNIVERSITY FOUNDATION INC

LEE BOULEVARD
MISSISSIPPI STATE,MS39762 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 12,150

NORTHWESTERN UNIVERSITY

633 CLARK ST
EVEANSTON,IL60208 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 3,600

OKLAHOMA STATE UNIVERSITY FOUNDATION

107 WHITEHURST
STILLWATER,OK74078 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 5,000

PENNSYLVANIA STATE UNIVERSITY

201 OLD MAIN
UNIVERSITY PARK,PA16802 		  GOV 2023 MATCHING GIFTS - SC FOUNDATION MATCH 50

PRESBYTERIAN COLLEGE

503 SOUTH BROAD STREET
CLINTON,SC29325 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 5,000

PURDUE RESEARCH FOUNDATION

HOVDE HALL OF ADMINISTRATION
WEST LAFAYETTE,IN47907 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 5,000

REGENTS OF THE UNIVERSITY OF MICHIGAN

1109 GEDDES AVENUE
ANN ARBOR,MI48109 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 5,000

ROLLINS COLLEGE

1000 HOLT AVENUE
WINTER PARK,FL32789 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 1,000

SAMFORD UNIVERSITY

800 LAKESHORE DRIVE
BIRMINGHAM,AL35229 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 500

SAVANNAH STATE COLLEGE FOUNDATION INC

3219 COLLEGE STREET
SAVANNAH,GA31404 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 600

SPELMAN COLLEGE

350 SPELMAN LANE SW
ATLANTA,GA30314 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 25

THE CORPORATION OF MERCER UNIVERSITY

1501 MERCER UNIVERSITY DRIVE
MACON,GA31207 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 200

THE UNIVERSITY OF TENNESSEE FOUNDATION INC

615 MCCALLIE AVE
CHATTANOOGA,TN37403 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 6,000

TREVECCA NAZARENE UNIVERSITY

333 MURFREESBORO RD
NASHVILLE,TN37210 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 500

TRUSTEES OF DARTMOUTH COLLEGE

207 PARKHURST HALL
HANOVER,NH03755 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 2,500

TRUSTEES OF GRINNELL COLLEGE

1121 PARK STREET
GRINNELL,IA50112 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 100

TUSKEGEE UNIVERSITY

KRESGE CENTER 3RD FLOOR
TUSKEGEE,AL36088 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 6,100

UNIVERSITY OF ALABAMA ALUMNI ASSOC ALUMNI HALL

203 ROSE ADMINISTRATION BUILDING
TUSCALOOSA,AL35487 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 725

UNIVERSITY OF ALABAMA AT BIRMINGHAM

203 ROSE ADMINISTRATION BUILDING
TUSCALOOSA,AL35487 		  GOV 2023 MATCHING GIFTS - SC FOUNDATION MATCH 6,300

UNIVERSITY OF GEORGIA FOUNDATION

OFFICE OF THE PRESIDENT
ATHENS,GA30602 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 8,150

UNIVERSITY OF ILLINOIS FOUNDATION

601 S MORGAN
CHICAGO,IL60607 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 2,500

UNIVERSITY OF MINNESOTA FOUNDATION

515 DARLAND ADMINISTRATION BLDG
DULUTH,MN55812 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 200

UNIVERSITY OF NORTH ALABAMA FOUNDATION

ONE HARRISON PLAZA
FLORENCE,AL35632 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 5,000

UNIVERSITY OF NOTRE DAME DU LAC

400 MAIN BUILDING
NOTRE DAME,IN46556 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 1,700

UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION

118 COLLEGE DRIVE 0001
HATTIESBURG,MS39406 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 5,000

UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION

1827 UNIVERSITY AVENUE
CHARLOTTESVILLE,VA22903 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 500

UNIVERSITY OF WEST FLORIDA FOUNDATION INC

11000 UNIVERSITY PARKWAY
PENSACOLA,FL32514 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 100

WALKER COLLEGE FOUNDATION

3702 ESTEY AVENUE
NAPLES,FL34104 		  PC 2023 MATCHING GIFTS - SC FOUNDATION MATCH 3,790
Total .................................right arrow 3a 26,516,719
bApproved for future payment

EBENEZER BUILDING FOUNDATION INC
101 JACKSON STREET NE
ATLANTA,GA30312 		  PC EBENEZER BUILDING FOUNDATION 1,000,000

NATIONAL CANCER INSTITUTE
200 INDEPENDENCE AVE
WASHINGTON,DC20201 		  GOV CANCER RESEARCH 200,000
Total ................................. right arrow 3b 1,200,000
Form 990-PF (2023)
Form 990-PF (2023)
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 30,885  
4 Dividends and interest from securities ....     14 2,125,400  
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 -575,234  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER PORTFOLIO INCOME 		    14 1,266  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,582,317 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,582,317
(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 (2023)
Form 990-PF (2023)
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.
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 Firm's EIN SmallBullet
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 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 18,740,361 18,740,361

TY 2023 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 3,406,364 3,406,364
EARNEST PARTNERS 14,147,403 14,147,403
BARROW 14,167,090 14,167,090
DRZ SVC 7,373,592 7,373,592
OFI DEVELOPMENT INTERNATIONAL 33,771,656 33,771,656
EIP ELEVATE 1,978,371 1,978,371

TY 2023 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 3,833,142 3,833,142
HEDGE FUNDS FMV 4,268,682 4,268,682

TY 2023 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 48,889 51,824 51,824
INTEREST RECEIVABLE 6,476 7,847 7,847
STOCK RECEIVABLE 33,112 55,348 55,348


TY 2023 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 20,100 0   20,100
MISCELLANEOUS 35,935 0   35,935
FORM K-1 LAZARD PORTFOLIO DEDUCTIONS 18,267 18,267   0
FORM K-1 OFI INTERNATIONAL 13,797 13,797   0
FORM K-1 ELEVATE PORTFOLIO DEDUCTIONS 135,242 135,242   0


TY 2023 OtherIncomeSchedule2
Name:
SOUTHERN COMPANY CHARITABLE FOUNDATION
 
INC
EIN:
58-2514027
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PORTFOLIO INCOME 1,266 1,266 1,266


TY 2023 OtherIncreasesSchedule
Name:
SOUTHERN COMPANY CHARITABLE FOUNDATION
 
INC
EIN:
58-2514027
Description Amount
UNREALIZED GAINS ON INVESTMENTS 9,743,845


TY 2023 OtherLiabilitiesSchedule
Name:
SOUTHERN COMPANY CHARITABLE FOUNDATION
 
INC
EIN:
58-2514027
Description Beginning of Year - Book Value End of Year - Book Value
STOCK PAYABLE DEPRINCE 32,982 32,425
MISC ACCOUNT PAYABLE 6,625 10,008


TY 2023 OtherProfessionalFeesSchedule
Name:
SOUTHERN COMPANY CHARITABLE FOUNDATION
 
INC
EIN:
58-2514027
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 427,589 427,589   0
BANKING FEES 55,333 0   55,333
ACCOUNTING FEES 7,200 0   0
STRATEGIC CONSULTATION AND PROJECT MANAGEMENT 77,977 0   77,977
CONSULTING 1,265 0   0
IRS PRIVATE LETTER RULING FEE 38,000 0   0


TY 2023 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 74,015 74,015   0
FEDERAL EXCISE TAX 77,498 0   0