Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
JAMES M COX FOUNDATION OF GEORGIA INC
 
Number and street (or P.O. box number if mail is not delivered to street address)6205-A PEACHTREE DUNWOODY ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA303284524
A Employer identification number

58-6032469
B Telephone number (see instructions)

(678) 645-0000
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$657,623,978
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 50,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 14,768,413 14,847,716  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 22,374,993
b Gross sales price for all assets on line 6a 264,416,175
7 Capital gain net income (from Part IV, line 2)... 21,558,074
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)....... 589,110 845,894  
12 Total. Add lines 1 through 11........ 87,732,516 37,251,684  
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)......... 9,239 0   7,319
b Accounting fees (attach schedule)....... 19,425 0   26,425
c Other professional fees (attach schedule).... 3,240,620 3,230,620   22,425
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 718,605 28,436   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 247,508 202,452   45,026
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,235,397 3,461,508   101,195
25 Contributions, gifts, grants paid....... 16,776,665 27,830,832
26 Total expenses and disbursements. Add lines 24 and 25 21,012,062 3,461,508   27,932,027
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 66,720,454
b Net investment income (if negative, enter -0-) 33,790,176
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 29,703,989 23,262,257 23,262,257
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 401,913,839 Click to see attachment462,999,601 528,534,994
c Investments—corporate bonds (attach schedule)....... 30,911,325 Click to see attachment11,013,558 11,290,497
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 52,267,395 Click to see attachment72,217,430 92,731,358
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment360,636 Click to see attachment1,804,872 Click to see attachment1,804,872
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 515,157,184 571,297,718 657,623,978
Liabilities 17 Accounts payable and accrued expenses.......... -448,061 0
18 Grants payable................. 38,100,000 27,045,833
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 37,651,939 27,045,833
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 477,505,245 544,251,885
29 Total net assets or fund balances (see instructions)..... 477,505,245 544,251,885
30 Total liabilities and net assets/fund balances (see instructions). 515,157,184 571,297,718
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
477,505,245
2
Enter amount from Part I, line 27a .....................
2
66,720,454
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
26,186
4
Add lines 1, 2, and 3 ..........................
4
544,251,885
5
Decreases not included in line 2 (itemize) bullet
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
544,251,885
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a BDT CAPITAL PARTNERS CBI I-A, L.P. P    
b CASH IN LIEU P    
c PUBLICLY TRADED SECURITIES P    
d LONG TERM GAIN FROM BDT FUND I-A K-1 P    
e LONG TERM GAIN FROM BDT FUND II (TE) P    
LONG TERM GAIN FROM FCP II K-1 P    
LONG TERM LOSS FROM ACADIAN K-1 P    
SHORT TERM LOSS FROM ACADIAN K-1 P    
LONG TERM GAIN FROM TTV IV K-1 P    
LONG TERM LOSS FROM BUCKEYE PARTNERS K-1 P    
LONG TERM GAIN FROM PHILLIPS 66 K-1 P    
LONG TERM LOSS FROM SALE OF ANTERO MIDSTREAM PARTNERS      
SHORT TERM LOSS FROM SALE OF ANTERO MIDSTREAM PARTNERS      
LONG TERM LOSS FROM SALE OF BP MIDSTREAM PARTNERS      
LONG TERM LOSS FROM SALE OF BUCKEYE PARTNERS      
SHORT TERM LOSS FROM SALE OF BUCKEYE PARTNERS      
LONG TERM LOSS FROM SALE OF BUCKEYE PARTNERS      
LONG TERM LOSS FROM SALE OF BUCKEYE PARTNERS      
SHORT TERM LOSS FROM SALE OF ENLINK MIDSTREAM PARTNERS      
SHORT TERM GAIN FROM SALE OF ENLINK MIDSTREAM PARTNERS      
SHORT TERM GAIN FROM SALE OF ENLINK MIDSTREAM PARTNERS      
LONG TERM LOSS FROM SALE OF EQM MIDSTREAM PARTNERS      
SHORT TERM LOSS FROM SALE OF EQM MIDSTREAM PARTNERS      
LONG TERM LOSS FROM SALE OF MPLX PARTNERS      
LONG TERM LOSS FROM SALE OF MPLX PARTNERS      
LONG TERM GAIN FROM MPLX K-1 P    
LONG TERM GAIN FROM WESTERN MIDSTREAM PARTNERS K-1 P    
LONG TERM GAIN FROM SALE OF WESTERN MIDSTREAM PARTNERS      
LONG TERM GAIN FROM SALE OF WESTERN MIDSTREAM PARTNERS      
(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       0
b       279
c 262,904,005   241,159,857 21,744,148
d       22,722
e       604,744
      83,509
      -104,704
      -712,391
      550
    24,997 -24,997
36     36
221,905   262,584 -40,679
48,664   55,392 -6,728
18,491   23,685 -5,194
240,274   270,384 -30,110
70,948   47,927 23,021
92,541   94,346 -1,805
197,721   162,011 35,710
141,069   148,985 -7,916
12,294   11,533 761
95,276   94,970 306
68,982   101,178 -32,196
4,858   6,070 -1,212
48,641   52,063 -3,422
25,692   34,566 -8,874
1,536     1,536
881     881
65,330   52,530 12,800
157,031   149,732 7,299
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       0
b       279
c       21,744,148
d       22,722
e       604,744
      83,509
      -104,704
      -712,391
      550
      -24,997
      36
      -40,679
      -6,728
      -5,194
      -30,110
      23,021
      -1,805
      35,710
      -7,916
      761
      306
      -32,196
      -1,212
      -3,422
      -8,874
      1,536
      881
      12,800
      7,299
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 21,558,074
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 25,794,052 547,442,896 0.047117
2017 24,446,860 514,353,768 0.047529
2016 23,274,330 486,754,722 0.047815
2015 19,443,501 459,179,793 0.042344
2014 15,187,778 390,391,227 0.038904
2
Total of line 1, column (d) .....................
2
0.223709
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.044742
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
600,088,854
5
Multiply line 4 by line 3......................
5
26,849,176
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
337,902
7
Add lines 5 and 6........................
7
27,187,078
8
Enter qualifying distributions from Part XII, line 4,.............
8
27,932,027
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 337,902
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 337,902
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- ..... 5 337,902
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 673,114
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 673,114
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 335,212
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet335,212 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.COXFOUNDATION.COM
    14
    The books are in care ofbulletCOX ENTERPRISES INC Telephone no.bullet (678) 645-0000

    Located atbullet6205-A PEACHTREE DUNWOODY ROADATLANTAGA ZIP+4bullet30328
    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 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JAMES C KENNEDY CHAIRMAN/PRESIDENT/TRUSTEE
    0.40
    0 0 0
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    ANNE COX CHAMBERS CHAIR EMERITUS/TRUSTEE
    0.40
    0 0 0
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    NANCY K RIGBY TREASURER/SECRETARY/TRUSTEE
    15.00
    0 0 0
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    ALEXANDER C TAYLOR VICE PRESIDENT/TRUSTEE
    0.40
    0 0 0
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    JOHN M DYER TRUSTEE
    0.40
    0 0 0
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    BARBARA K HARTY VICE PRESIDENT/TRUSTEE
    0.40
    0 0 0
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    JENNIFER E BLAKE ASSISTANT SECRETARY
    15.00
    0 0 0
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    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 (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    STG PARTNERS INVESTMENT MANAGEMENT FEES 3,133,392
    3455 PEACHTREE ROAD NE SUITE 1000
    ATLANTA,GA30326
    UBS FINANCIAL SERVICES INVESTMENT MANAGEMENT FEES 97,229
    3280 PEACHTREE ROAD NE 21ST FLOOR
    ATLANTA,GA30305
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    491,512,690
    b
    Average of monthly cash balances.......................
    1b
    24,252,952
    c
    Fair market value of all other assets (see instructions)................
    1c
    93,461,621
    d
    Total (add lines 1a, b, and c).........................
    1d
    609,227,263
    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
    609,227,263
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    9,138,409
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    600,088,854
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    30,004,443
    Part XI
    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 X, line 6....................
    1
    30,004,443
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    337,902
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    337,902
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    29,666,541
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    29,666,541
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    29,666,541
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    27,932,027
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    27,932,027
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    337,902
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    27,594,125
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2018
    (c)
    2018
    (d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 29,666,541
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 16,162,164
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 27,932,027
    a Applied to 2018, but not more than line 2a 16,162,164
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2019 distributable amount..... 11,769,863
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    17,896,678
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    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:
    APPLICATIONS ARE ONLY ACCEPTED ONLI
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    (678) 645-0000
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS ARE ONLY ACCEPTED ONLINE. VISIT WWW.COXFOUNDATION.COM TO LEARN ABOUT APPLICATION CONTENT AND ACCESS LINK TO ON-LINE SUBMISSION FORM.
    cAny submission deadlines:
    VISIT WWW.COXFOUNDATION.COM FOR SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    VISIT WWW.COXFOUNDATION.COM FOR RESTRICTIONS/LIMITATIONS ON ELIGIBILITY.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ACF STAKEHOLDERS INC
    5000 SASSER HEROD ROAD
    DAWSON,GA39842
    N/A PC SPECIAL PROJECT SUPPORT 25,000
    AMERICAN RED CROSS
    601 NORTHEAST SIXTH STREET
    OKLAHOMA CITY,OK73104
    N/A PC DISASTER RELIEF EFFORTS IN TULSA, OK AREA 55,806
    AMERICAN RED CROSS
    370 WEST FIRST STREET
    DAYTON,OH45402
    N/A PC DISASTER RELIEF EFFORTS IN THE MIAMI VALLEY AREA 40,000
    AMERICAN RIVERS
    1101 14TH STREET NW SUITE 1400
    WASHINGTON,DC20005
    N/A PC PROGRAM SUPPORT 50,000
    AMERICAN RIVERS
    1101 14TH STREET NW SUITE 1400
    WASHINGTON,DC20005
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 2,500
    AMERICAN RIVERS
    1101 14TH STREET NW SUITE 1400
    WASHINGTON,DC20005
    N/A PC SPECIAL PROJECT SUPPORT 150,000
    ANDREW J YOUNG FOUNDATION INC
    260 14TH STREET NW
    ATLANTA,GA30318
    N/A PF SPECIAL PROJECT SUPPORT 250,000
    ANDREW J YOUNG FOUNDATION INC
    260 14TH STREET NW
    ATLANTA,GA30318
    N/A PF AQUAPONICS PROGRAM SUPPORT 100,000
    APPALACHIAN TRAIL CONSERVANCY
    PO BOX 807
    HARPERS FERRY,WV25425
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 50,000
    APPALACHIAN TRAIL CONSERVANCY
    PO BOX 807
    HARPERS FERRY,WV25425
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 10,000
    ATLANTA COMMUNITY FOOD BANK
    732 JOSEPH E LOWERY BOULEVARD NW
    ATLANTA,GA30318
    N/A PC CAPITAL CAMPAIGN SUPPORT 250,000
    ATLANTA MISSION
    2353 BOLTON ROAD NW
    ATLANTA,GA30318
    N/A PC CAPITAL CAMPAIGN SUPPORT 200,000
    ATLANTA POLICE FOUNDATION
    191 PEACHTREE STREET NE SUITE 191
    ATLANTA,GA30303
    N/A PC CAPITAL CAMPAIGN SUPPORT 333,333
    BEAUFORT MEMORIAL HOSPITAL ENDOWMENT FOUNDATION
    PO BOX 2233
    BEAUFORT,SC29901
    N/A PC CAPITAL CAMPAIGN SUPPORT 500,000
    BLAINE COUNTY SCHOOL DISTRICT EDUCATION FOUNDATION
    1050 FOX ACRES ROAD
    HAILEY,ID83333
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 10,000
    BLOOM OUR YOUTH INC
    150 MARQUIS DRIVE
    FAYETTEVILLE,GA30214
    N/A PC CAPITAL CAMPAIGN SUPPORT 25,000
    BOYS & GIRLS CLUBS OF AMERICA
    1275 PEACHTREE ST NE
    ATLANTA,GA30309
    N/A PC CAPITAL SUPPORT FOR NEW TECH CENTERS 150,000
    CAMP TWIN LAKES
    1100 SPRING STREET NW SUITE 406
    ATLANTA,GA30309
    N/A PC CAPITAL CAMPAIGN SUPPORT 333,333
    CHATTAHOOCHEE NATURE CENTER INC
    PO BOX 769769
    ROSWELL,GA30076
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 2,500
    CHATTAHOOCHEE RIVERKEEPER INC
    916 JOSEPH LOWERY BLVD NW
    ATLANTA,GA30318
    N/A PC PROGRAM SUPPORT 50,000
    CITY OF REFUGE INC
    1300 JOSEPH E BOONE BLVD NW
    ATLANTA,GA30318
    N/A PC CAPITAL CAMPAIGN SUPPORT 500,000
    CITY OF REFUGE INC
    1300 JOSEPH E BOONE BLVD NW
    ATLANTA,GA30318
    N/A PC PROGRAM SUPPORT 6,200
    CLINTON COUNTY SERVICES FOR THE HOMELESS INC
    36 GALLUP STREET
    WILMINGTON,OH45177
    N/A PC SPECIAL PROJECT SUPPORT 4,000
    CODING FOR LIFE SCIENCE
    22639 NORTHEAST ALDER CREST DRIVE
    UNIT 203
    REDMOND,WA98053
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 10,000
    COMMUNITIES IN SCHOOLS OF ATLANTA INC
    260 PEACHTREE STREET SUITE 750
    ATLANTA,GA30303
    N/A PC PROGRAM SUPPORT 150,000
    COVENANT HOUSE GEORGIA
    1559 JOHNSON ROAD NW
    ATLANTA,GA30318
    N/A PC CAPITAL CAMPAIGN SUPPORT 250,000
    DARE TO CARE INC
    5803 FERN VALLEY ROAD
    LOUISVILLE,KY40228
    N/A PC PROGRAM SUPPORT 15,000
    EAST LAKE FOUNDATION INC
    2606 ALSTON DRIVE SE
    ATLANTA,GA30317
    N/A PC SPECIAL PROJECT SUPPORT 500,000
    EMORY HEALTHCARE
    201 DOWMAN DRIVE SUITE 404
    ATLANTA,GA30322
    N/A PC SPECIAL PROJECT SUPPORT FOR PATIENT-CENTERED CARE INITIATIVE 5,000,000
    EMORY BRAIN HEALTH CENTER
    201 DOWMAN DRIVE SUITE 404
    ATLANTA,GA30322
    N/A PC CAPITAL AND SPECIAL PROJECT SUPPORT 4,212,500
    FOOD ALLERGY RESEARCH & EDUCATION INC
    7901 JONES BRANCH DRIVE SUITE 240
    MCLEAN,VA22102
    N/A PC PROGRAM SUPPORT 2,500
    FOOD WELL ALLIANCE
    970 JEFFERSON STREET NW
    ATLANTA,GA30318
    N/A PC SPECIAL PROJECT SUPPORT 1,176,160
    FOOD WELL ALLIANCE
    970 JEFFERSON STREET NW
    ATLANTA,GA30318
    N/A PC SPECIAL PROJECT SUPPORT 1,000,000
    FOODBANK INC
    56 ARMOR PLACE
    DAYTON,OH45417
    N/A PC DISASTER RELIEF SUPPORT 40,000
    FORKIDS INC
    4200 COLLEY AVE
    NORFOLK,VA23508
    N/A PC CAPITAL CAMPAIGN SUPPORT 250,000
    FOUNDATIONS INC
    701 EAST GATE DRIVE SUITE 300
    MOUNT LAUREL,NJ08054
    N/A PC SPECIAL PROJECT SUPPORT 550,000
    FRIENDS OF REFUGEES INC
    PO BOX 548
    CLARKSTON,GA30021
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 10,000
    FRIENDS OF REFUGEES INC
    PO BOX 548
    CLARKSTON,GA30021
    N/A PC CAPITAL CAMPAIGN SUPPORT 50,000
    GEORGE WEST MENTAL HEALTH FOUNDATION
    1961 NORTH DRUID HILLS ROAD NE
    ATLANTA,GA30329
    N/A PC FINANCIAL AID PROGRAM SUPPORT 10,000
    GEORGE WEST MENTAL HEALTH FOUNDATION
    1961 NORTH DRUID HILLS ROAD NE
    ATLANTA,GA30329
    N/A PC CAPITAL CAMPAIGN SUPPORT 500,000
    GEORGIA CAMPAIGN FOR ADOLESCENT POWER & POTENTIAL INC
    1718 PEACHTREE STREET NW SUITE 465
    ATLANTA,GA30309
    N/A PC SPECIAL PROJECT SUPPORT 100,000
    GEORGIA COURT APPOINTED SPECIAL ADVOCATES INC
    75 MARIETTA ST NW SUITE 404
    ATLANTA,GA30303
    N/A PC SPECIAL PROJECT SUPPORT 50,000
    GIRL TALK INC
    6425 POWERS FERRY ROAD SUITE 280
    ATLANTA,GA30339
    N/A PC CAPACITY-BUILDING SUPPORT 25,000
    GOOD SAMARITAN HEALTH CENTER OF COBB
    1605 ROBERTA DRIVE
    MARIETTA,GA30008
    N/A PC CAPITAL CAMPAIGN SUPPORT 100,000
    GREENWICH COUNTRY DAY SCHOOL INC
    401 OLD CHURCH ROAD
    GREENWICH,CT06836
    N/A PC PROGRAM SUPPORT (TRUSTEE-DIRECTED) 10,000
    HABITAT FOR HUMANITY IN ATLANTA INC
    824 MEMORIAL DRIVE SE
    ATLANTA,GA30316
    N/A PC CAPITAL CAMPAIGN SUPPORT 250,000
    HEALTH EDUCATION ASSESSMENT AND LEADERSHIP INC
    2600 MARTIN LUTHER KING JR BLVD SW
    SUITE 100
    ATLANTA,GA30311
    N/A PC SPECIAL PROJECT SUPPORT 200,000
    HOUSE OF CHERITH INC
    1300 JOSEPH E BOONE BLVD NW
    ATLANTA,GA30318
    N/A PC CAPITAL PROJECT SUPPORT 475,000
    ILLINOIS RIVER WATERSHED PARTNERSHIP
    221 S MAIN STREET
    CAVE SPRINGS,AR72718
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 2,500
    LAFAYETTE CENTRAL PARK INC
    2851 JOHNSTON STREET SUITE 304
    LAFAYETTE,LA70503
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 10,000
    LIVE-THRIVE ATLANTA INC
    3901 WHITTINGTON DRIVE
    ATLANTA,GA30342
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 2,500
    LOWCOUNTRY LAND TRUST
    635 RUTLEDGE AVENUE SUITE 107
    CHARLESTON,SC29403
    N/A PC PROGRAM SUPPORT 25,000
    MERIDIAN EDUCATION RESOURCE GROUP INC
    1353 GEORGE W BRUMLEY WAY SE
    ATLANTA,GA30317
    N/A PC CAPITAL CAMPAIGN SUPPORT 250,000
    MUST MINISTRIES INC
    1407 COBB PARKWAY NW
    MARIETTA,GA30062
    N/A PC CAPITAL CAMPAIGN SUPPORT 250,000
    MYSTIC RIVER WATERSHED ASSOCIATION INC
    20 ACADEMY ROAD SUITE 306
    ARLINGTON,MA02476
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 10,000
    NORTH CAROLINA OUTWARD BOUND SCHOOL
    2582 RICEVILLE RD
    ASHEVILLE,NC28805
    N/A PC PROGRAM SUPPORT 207,000
    NORTH GWINNETT CO-OP
    4395 COMMERCE DRIVE
    BUFORD,GA30518
    N/A PC CAPITAL CAMPAIGN SUPPORT 35,000
    NORTHLAND EARLY EDUCATION CENTER
    8630 NORTH OAK TRAFFICWAY
    KANSAS CITY,MO64155
    N/A PC CAPITAL CAMPAIGN SUPPORT 100,000
    OCEAN CLEANUP NORTH PACIFIC FOUNDATION
    8 WEST 40TH STREET 12TH FLOOR
    NEW YORK,NY10018
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 15,000
    OCEAN CLEANUP NORTH PACIFIC FOUNDATION
    8 WEST 40TH STREET 12TH FLOOR
    NEW YORK,NY10018
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 2,500
    OCEAN CONSERVANCY
    1300 19TH STREET NW 8TH FLOOR
    WASHINGTON,DC20036
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 2,500
    OMEGA COMMUNITY DEVELOPMENT CORPORATION
    1800 HARVARD BLVD
    DAYTON,OH45406
    N/A PC CAPITAL CAMPAIGN SUPPORT 50,000
    ONEOC
    1901 E 4TH STREET SUITE 100
    SANTA ANA,CA92705
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 10,000
    PATH FOUNDATION INC
    1601 W PEACHTREE STREET
    ATLANTA,GA30309
    N/A PC CAPITAL CAMPAIGN SUPPORT 400,000
    PATH FOUNDATION INC
    1601 W PEACHTREE STREET
    ATLANTA,GA30309
    N/A PC CAPITAL CAMPAIGN SUPPORT 2,400,000
    PROTECT OUR WILDLIFE VERMONT
    PO BOX 3024
    STOWE,VT05672
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 2,500
    PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA
    1200 NORTH QUAKER LANE
    ALEXANDRIA,VA22302
    N/A PC PROGRAM SUPPORT (TRUSTEE-DIRECTED) 15,000
    QUALITY CARE FOR CHILDREN
    2751 BUFORD HIGHWAY SUITE 500
    ATLANTA,GA30324
    N/A PC SPECIAL PROJECT SUPPORT 150,000
    SEA TURTLE PRESERVATION SOCIETY INC
    111 SOUTH MIRAMAR AVENUE
    INDIALANTIC,FL32903
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 10,000
    SHEPHERD CENTER FOUNDATION
    2020 PEACHTREE ROAD NW
    ATLANTA,GA30309
    N/A PC SPECIAL PROJECT SUPPORT 100,000
    SOCIETY OF ST VINCENT DE PAUL
    2050-C CHAMBLEE TUCKER ROAD
    ATLANTA,GA30341
    N/A PC CAPITAL CAMPAIGN SUPPORT 200,000
    SPECTRUM INC
    31 ELMWOOD AVENUE
    BURLINGTON,VT05401
    N/A PC CAPITAL PROJECT SUPPORT 50,000
    THE DAYTON FOUNDATION
    40 NORTH MAIN STREET SUITE 500
    DAYTON,OH45423
    N/A PC DISASTER RELIEF SUPPORT 40,000
    THE HENRY W GRADY HEALTH SYSTEM FOUNDATION INC
    191 PEACHTREE STREET NE SUITE 820
    ATLANTA,GA30303
    N/A PC SPECIAL PROJECT SUPPORT 540,000
    THE NATURE CONSERVANCY
    100 PEACHTREE ST NW SUITE 2250
    ATLANTA,GA30303
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 2,500
    THE NATURE CONSERVANCY
    100 PEACHTREE ST NW SUITE 2250
    ATLANTA,GA30303
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 15,000
    THE WARRIOR ALLIANCE INC
    1000 ABERNATHY ROAD SUITE L-10
    SANDY SPRINGS,GA30328
    N/A PC CAPACITY-BUILDING SUPPORT 250,000
    TUCSON CLEAN AND BEAUTIFUL INC
    P O BOX 27210
    TUCSON,AZ85726
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 10,000
    UNITED WAY OF GREATER ATLANTA
    40 COURTLAND STREET SUITE 300
    ATLANTA,GA30303
    N/A PC SPECIAL PROJECT SUPPORT FOR HOME FIRST INITIATIVE 500,000
    VANDERBILT UNIVERSITY
    PMB 407826 221 KIRKLAND HALL
    NASHVILLE,TN37240
    N/A PC PROGRAM SUPPORT (TRUSTEE-DIRECTED) 5,000
    WESTSIDE FUTURE FUND
    1300 JOSEPH E BOONE BLVD SUITE 16
    ATLANTA,GA30314
    N/A PC CAPITAL SUPPORT FOR PROPERTY PURCHASE 3,000,000
    WOODRUFF ARTS CENTER
    1280 PEACHTREE STREET NE
    ATLANTA,GA30309
    N/A PC ANNUAL CORPORATE CAMPAIGN SUPPORT 135,000
    WOODRUFF ARTS CENTER
    1280 PEACHTREE STREET NE
    ATLANTA,GA30309
    N/A PC CAPITAL CAMPAIGN SUPPORT 1,000,000
    Total .................................bullet 3a 27,830,832
    bApproved for future payment
    ATLANTA HISTORY CENTER
    130 WEST PACES FERRY ROAD
    ATLANTA,GA30305
    N/A PC CAPITAL CAMPAIGN SUPPORT 2,000,000
    ATLANTA POLICE DEPARTMENT
    191 PEACHTREE STREET NE SUITE 191
    ATLANTA,GA30303
    N/A PC CAPITAL CAMPAIGN SUPPORT 666,667
    AMERICAN RIVERS
    370 WEST FIRST STREET
    DAYTON,OH45402
    N/A PC SPECIAL PROJECT SUPPORT 150,000
    CAMP TWIN LAKES
    1100 SPRING STREET NW SUITE 406
    ATLANTA,GA30309
    N/A PC CAPITAL CAMPAIGN SUPPORT 666,667
    FOOD WELL ALLIANCE
    970 JEFFERSON STREET NW
    ATLANTA,GA30318
    N/A PC SPECIAL PROJECT SUPPORT 1,000,000
    GIVING HOPE
    13040 I-10 SERVICE ROAD
    NEW ORLEANS,LA70128
    N/A PC SPECIAL PROJECT SUPPORT 250,000
    HABITAT FOR HUMANITY IN ATLANTA INC
    824 MEMORIAL DRIVE SE
    ATLANTA,GA30316
    N/A PC CAPITAL CAMPAIGN SUPPORT 250,000
    HISTORICAL SOCIETY OF PALM BEACH COUNTY
    30 NORTH DIXIE HIGHWAY SUITE 471
    WEST PALM BEACH,FL33401
    N/A PC SPECIAL PROJECT SUPPORT 25,000
    Total .................................bullet 3b 5,008,334
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    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 ...........
             
    4 Dividends and interest from securities....     14 14,768,413  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 16,625  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 22,374,993  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIPS - BOOK
        14 1,146,071  
    bPARTNERSHIPS - UBIT 525990 -573,586      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -573,586 38,306,102 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    37,732,516
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


    Phone no.
    Form 990-PF (2019)
    Additional Data


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