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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$802,943,896
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... 12,867,165 12,471,110  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 13,957,569
b Gross sales price for all assets on line 6a 839,065,077
7 Capital gain net income (from Part IV, line 2)... 14,819,839
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)....... 5,141,513 5,293,846  
12 Total. Add lines 1 through 11........ 81,966,247 32,584,795  
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)......... 9,823 0   9,823
b Accounting fees (attach schedule)....... 104,195 0   73,620
c Other professional fees (attach schedule).... 3,515,120 3,500,420   14,700
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 152,378 26,973   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 52,700 8,630   44,070
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,834,216 3,536,023   142,213
25 Contributions, gifts, grants paid....... 18,841,400 30,528,899
26 Total expenses and disbursements. Add lines 24 and 25 22,675,616 3,536,023   30,671,112
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 59,290,631
b Net investment income (if negative, enter -0-) 29,048,772
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 23,262,257 16,592,180 16,592,180
3 Accounts receivable bullet3,036,577
Less: allowance for doubtful accounts bullet     3,036,577 3,036,577
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)....... 462,999,601 Click to see attachment499,882,985 609,782,120
c Investments—corporate bonds (attach schedule)....... 11,013,558 Click to see attachment21,407,160 21,949,760
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 72,217,430 Click to see attachment77,589,052 151,240,363
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,804,872 Click to see attachment342,896 Click to see attachment342,896
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 571,297,718 618,850,850 802,943,896
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 27,045,833 15,308,334
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)......... 27,045,833 15,308,334
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 544,251,885 603,542,516
29 Total net assets or fund balances (see instructions)..... 544,251,885 603,542,516
30 Total liabilities and net assets/fund balances (see instructions). 571,297,718 618,850,850
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
544,251,885
2
Enter amount from Part I, line 27a .....................
2
59,290,631
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
603,542,516
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
603,542,516
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES      
b LONG TERM GAIN FROM FUND III-A SPIRITS P    
c SHORT TERM GAIN FROM FUND III-A SPIRITS      
d LONG TERM GAIN FROM BDT CAPITAL FUND II      
e LONG TERM GAIN FROM BDT CAPITAL PARTNERS FUND I-A      
SHORT TERM LOSS FROM ACADIAN      
LONG TERM LOSS FROM SALE OF SHELL      
LONG TERM LOSS FROM SALE OF PLAINS ALL AMERICAN      
LONG TERM LOSS FROM BDT CAPITAL PARTNERS FUND 3      
LONG TERM GAIN FROM SALE OF MPLX      
LONG TERM GAIN FROM SALE OF PHILLIPS 66      
LONG TERM LOSS FROM SALE OF BP MIDSTREAM      
LONG TERM GAIN FROM SALE OF ENTERPRISE PRODUCTS      
CASH IN LIEU P    
LONG TERM LOSS FROM SALE OF GENESIS      
LONG TERM LOSS FROM SALE OF MAGELLEN MIDSTREAM      
LONG TERM LOSS FROM SALE OF ENERGY TRANSFER      
LONG TERM LOSS FROM SALE OF WESTERN MIDSTREAM      
LONG TERM GAIN FROM FALFURRIAS CAPITAL PARTNERS II P    
LONG TERM GAIN FROM FALFURRIAS CAPITAL PARTNERS III P    
LONG TERM GAIN FROM TTV FUND IV P    
LONG TERM GAIN FROM GENESIS P    
LONG TERM GAIN FROM MPLX P    
LONG TERM LOSS FROM PHILLIPS 66 P    
LONG TERM GAIN FROM PLAINS ALL AMERICAN P    
LONG TERM GAIN FROM ACADIAN      
ACADIAN ALL COUNTRY WORLD EX US FUND P    
SHORT TERM GAIN FROM WESTERN MIDSTREAM P    
SHORT TERM GAIN FROM MPLX 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 835,214,238   824,750,623 10,463,615
b       3,324
c       146
d       2,054,162
e       596,222
      -204,231
306,420   525,728 -219,308
321,707   612,943 -291,236
      -22,724
543,466   667,870 -124,404
318,992   361,659 -42,667
158,245   193,665 -35,420
670,697   852,323 -181,626
      118
143,837   378,996 -235,159
557,748   723,770 -166,022
541,073   878,753 -337,680
184,529   536,956 -352,427
      2,174,048
      1,476,681
      1,377
77     77
354     354
      0
678     678
      255,691
102,577   96,766 5,811
368     368
71     71
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       10,463,615
b       3,324
c       146
d       2,054,162
e       596,222
      -204,231
      -219,308
      -291,236
      -22,724
      -124,404
      -42,667
      -35,420
      -181,626
      118
      -235,159
      -166,022
      -337,680
      -352,427
      2,174,048
      1,476,681
      1,377
      77
      354
      0
      678
      255,691
      5,811
      368
      71
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 14,819,839
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 403,778
c All other domestic foundations enter 1.39% 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........................... 3 403,778
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- ..... 5 403,778
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 385,212
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 350,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 735,212
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 10 331,434
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet331,434 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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 FOUNDATIONS COX ENTERPRISES I 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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 UNTIL 13120 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 (2020)
    Form 990-PF (2020)
    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 3,439,353
    3455 PEACHTREE ROAD NE SUITE 1000
    ATLANTA,GA30326
    UBS FINANCIAL SERVICES INVESTMENT MANAGEMENT FEES 61,067
    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 (2020)
    Form 990-PF (2020)
    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
    527,853,705
    b
    Average of monthly cash balances.......................
    1b
    23,914,637
    c
    Fair market value of all other assets (see instructions)................
    1c
    151,240,363
    d
    Total (add lines 1a, b, and c).........................
    1d
    703,008,705
    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
    703,008,705
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    10,545,131
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    692,463,574
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    34,623,179
    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
    34,623,179
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    403,778
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    403,778
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    34,219,401
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    34,219,401
    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
    34,219,401
    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
    30,671,112
    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
    30,671,112
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    30,671,112
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 34,219,401
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 17,896,678
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 30,671,112
    a Applied to 2019, but not more than line 2a 17,896,678
    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 2020 distributable amount..... 12,774,434
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    21,444,967
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    ALLIANCE FOR THE CHESAPEAKE BAY INC
    501 SIXTH STREET
    ANNAPOLIS,MD21403
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 7,500
    AMERICAN RIVERS
    1101 14TH STREET NW SUITE 1400
    WASHINGTON,DC20005
    N/A PC UNRESTRICTED SUPPORT 1,000
    AMERICAN RIVERS
    1101 14TH STREET NW SUITE 1400
    WASHINGTON,DC20005
    N/A PC SPECIAL PROJECT SUPPORT 150,000
    ATLANTA HISTORICAL SOCIETY INC
    130 W PACES FERRY ROAD
    ATLANTA,GA30327
    N/A PC CAPITAL CAMPAIGN SUPPORT 2,000,000
    ATLANTA MISSION
    2353 BOLTON ROAD NW
    ATLANTA,GA30318
    N/A PC UNRESTRICTED SUPPORT 5,000
    ATLANTA POLICE FOUNDATION
    191 PEACHTREE STREET SUITE 191
    ATLANTA,GA30303
    N/A PC SPECIAL PROJECT SUPPORT 500,000
    ATLANTA POLICE FOUNDATION
    191 PEACHTREE STREET SUITE 191
    ATLANTA,GA30303
    N/A PC CAPITAL CAMPAIGN SUPPORT 333,333
    ATLANTA POLICE FOUNDATION
    191 PEACHTREE STREET SUITE 191
    ATLANTA,GA30303
    N/A PC COVID-19 EMERGENCY SUPPORT 100,000
    BLAINE COUNTY HUNGER COALITION INC
    121 HONEYSUCKLE STREET
    BELLEVUE,ID83313
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    BOSTON FOOD FOREST COALITION
    23 EGLESTON STREET
    JAMAICA PLAIN,MA02130
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 7,500
    BOYS & GIRLS CLUBS OF AMERICA
    1275 PEACHTREE STREET NE
    ATLANTA,GA30309
    N/A PC SUPPORT FOR INNOVATION LABS 150,000
    BOYS & GIRLS CLUBS OF AMERICA
    1275 PEACHTREE STREET NE
    ATLANTA,GA30309
    N/A PC COVID-19 EMERGENCY SUPPORT 100,000
    CAMP TWIN LAKES
    1100 SPRING STREET NW SUITE 406
    ATLANTA,GA30309
    N/A PC CAPITAL CAMPAIGN SUPPORT 333,333
    CATHOLIC CHARITIES
    1701 NE 9TH STREET
    GAINESVILLE,FL32609
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    CHATTAHOOCHEE RIVERKEEPER INC
    916 JOSEPH LOWERY BLVD NW
    ATLANTA,GA30318
    N/A PC PROGRAM SUPPORT 50,000
    CHESHIRE COMMUNITY FOOD PANTRY INC
    PO BOX 457
    CHESHIRE,CT06410
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    CHILDREN'S HOSPITAL OF THE KINGS DAUGHTERS INC
    601 CHILDRENS LANE
    NORFOLK,VA23507
    N/A PC COVID-19 EMERGENCY SUPPORT 100,000
    CHRIS 180 INC
    1030 FAYETTEVILLE ROAD
    ATLANTA,GA30316
    N/A PC COVID-19 EMERGENCY SUPPORT 100,000
    CITY OF REFUGE INC
    1300 JOSEPH E BOONE BLVD NW
    ATLANTA,GA30314
    N/A PC CAPITAL CAMPAIGN SUPPORT 500,000
    CITY OF REFUGE INC
    1300 JOSEPH E BOONE BLVD NW
    ATLANTA,GA30314
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    COMMUNITIES IN SCHOOLS OF ATLANTA INC
    260 PEACHTREE STREET SUITE 750
    ATLANTA,GA30303
    N/A PC PROGRAM SUPPORT 150,000
    COMMUNITY ASSISTANCE CENTER
    1130 HIGHTOWER TRAIL
    SANDY SPRINGS,GA30350
    N/A PC COVID-19 EMERGENCY SUPPORT 150,000
    COMMUNITY FOOD BANK OF EASTERN OKLAHOMA INC
    1304 NORTH KENOSHA AVENUE
    TULSA,OK74106
    N/A PC COVID-19 EMERGENCY SUPPORT 25,000
    COMMUNITY FOOD BANK INC
    3003 SOUTH COUNTRY CLUB ROAD
    TUCSON,AZ85726
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    THE COUNTRY FOOD TRUST
    4 CONDUIT STREET
    LONDON,UNITED KINGDOMW1S 2XE
    UK
    N/A NC PROGRAM SUPPORT (TRUSTEE-DIRECTED) 3,110
    COX EMPLOYEE RELIEF FUND INC
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    N/A PC UNRESTRICTED SUPPORT 1,000
    DUCKS UNLIMITED INC
    1 WATERFOWL WAY
    MEMPHIS,TN38120
    N/A PC SPECIAL PROJECT SUPPORT 1,100,000
    DUNWOODY NATURE CENTER
    5343 ROBERTS DRIVE
    DUNWOODY,GA30338
    N/A PC PROGRAM SUPPORT (TRUSTEE-DIRECTED) 10,000
    ESTHER SINGLE MOTHERS OUTREACH INC
    400 LAKE BENNETT COURT
    LONGWOOD,FL32750
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    EAST LAKE FOUNDATION INC
    2606 ALSTON DRIVE SE
    ATLANTA,GA30317
    N/A PC SPECIAL PROJECT SUPPORT 500,000
    EMORY BRAIN HEALTH CENTER
    201 DOWMAN DRIVE SUITE 404
    ATLANTA,GA30322
    N/A PC CAPITAL AND SPECIAL PROJECT SUPPORT 4,212,500
    EMORY HEALTHCARE
    201 DOWMAN DRIVE SUITE 404
    ATLANTA,GA30322
    N/A PC SPECIAL PROJECT SUPPORT FOR PATIENT-CENTERED CARE INITIATIVE 5,000,000
    EMORY HEALTHCARE
    201 DOWMAN DRIVE SUITE 404
    ATLANTA,GA30322
    N/A PC SUPPORT FOR COVID-19 TESTING EQUIPMENT 2,500,000
    EMORY UNIVERSITY
    201 DOWMAN DRIVE SUITE 404
    ATLANTA,GA30322
    N/A PC FEED THE FRONTLINE INITIATIVE SUPPORT 745,000
    EMPTY STOCKING FUND
    693 HUMPHRIES STREET SW
    ATLANTA,GA30310
    N/A PC COVID-19 EMERGENCY SUPPORT 100,000
    ENFIELD LOAVES & FISHES INC
    28 PROSPECT STREET
    ENFIELD,CT06082
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    FAIRFAX AREA AGENCY ON AGING
    12011 GOVERNMENT CENTER PARKWAY
    SUITE 708
    FAIRFAX,VA22035
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    FAMILY HEALTH CENTERS OF SAN DIEGO INC
    823 GATEWAY CENTER WAY
    SAN DIEGO,CA92102
    N/A PC COVID-19 EMERGENCY SUPPORT 100,000
    FEEDING AMERICA RIVERSIDE AND SAN BERNARDINO COUNTIES
    2950 JEFFERSON STREET SUITE B
    RIVERSIDE,CA92504
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    FEEDING SAN DIEGO
    9455 WAPLES STREET SUITE 135
    SAN DIEGO,CA92121
    N/A PC COVID-19 EMERGENCY SUPPORT 25,000
    FEEDING THE GULF COAST
    5248 MOBILE SOUTH STREET
    THEODORE,AL36582
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    FOOD SECURITY FOR AMERICA
    1099 PINEDALE DRIVE SE
    SMYRNA,GA30080
    N/A PC CAPITAL SUPPORT FOR VEHICLE PURCHASE 19,400
    FOOD WELL ALLIANCE
    970 JEFFERSON STREET
    ATLANTA,GA30318
    N/A PC SPECIAL PROJECT SUPPORT 2,000,000
    FOODBANK FOR THE HEARTLAND
    10525 J STREET
    OMAHA,NE68127
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    FOODBANK OF SANTA BARBARA COUNTY
    1525 STATE STREET SUITE 100
    SANTA BARBARA,CA93101
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    FOODBANK OF SOUTHEASTERN VIRGINIA
    800 TIDEWATER DRIVE
    NORFOLK,VA23504
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    FOODBANK INC
    56 ARMOR PLACE
    DAYTON,OH45417
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    FREDERICKSBURG REGIONAL FOODBANK
    3631 LEE HILL DRIVE
    FREDERICKSBURG,VA22408
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    GEORGIA CAMPAIGN FOR ADOLESCENT POWER & POTENTIAL INC
    1718 PEACHTREE STREET NW SUITE 465
    ATLANTA,GA30309
    N/A PC PROGRAM SUPPORT 100,000
    GEORGIA CENTER FOR CHILD ADVOCACY
    PO BOX 11270 SW
    ATLANTA,GA30310
    N/A PC CAPITAL CAMPAIGN SUPPORT 100,000
    GIVING HOPE INC
    13040 I 10 SERVICE ROAD
    NEW ORLEANS,LA70128
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    GIVING HOPE INC
    13040 I 10 SERVICE ROAD
    NEW ORLEANS,LA70128
    N/A PC SPECIAL PROJECT SUPPORT 83,333
    GLEANERS FOOD BANK OF INDIANA INC
    3737 WALDEMERE AVENUE
    INDIANAPOLIS,IN46231
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    GOOD SAMARITAN HEALTH CENTER
    1015 DONALD LEE HOLLOWELL PARKWAY
    ATLANTA,GA30318
    N/A PC COVID-19 EMERGENCY SUPPORT 75,000
    GOOD SAMARITAN HEALTH CENTER OF GWINNETT INC
    5949 BUFORD HIGHWAY
    NORCROSS,GA30071
    N/A PC CAPITAL CAMPAIGN SUPPORT 60,000
    GREATER CLEVELAND FOOD BANK INC
    15500 SOUTH WATERLOO ROAD
    CLEVELAND,OH44110
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    GREENWICH COUNTRY DAY SCHOOL INC
    401 OLD CHURCH ROAD
    GREENWICH,CT06836
    N/A PC PROGRAM SUPPORT (TRUSTEE-DIRECTED) 15,000
    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
    300 N DIXIE HIGHWAY SUITE 471
    WEST PALM BEACH,FL33401
    N/A PC SPECIAL PROJECT SUPPORT 25,000
    HOUSE OF BREAD
    9 ORTH AVENUE
    DAYTON,OH45402
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    INTERFAITH EMERGENCY SERVICES INC
    435 NW 2ND STREET
    OCALA,FL34475
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    JACOBS & CUSHMAN SAN DIEGO FOOD BANK
    9850 DISTRIBUTION AVENUE
    SAN DIEGO,CA92121
    N/A PC COVID-19 EMERGENCY SUPPORT 25,000
    JAMES127 INC
    9 COVE COURT
    DALLAS,GA30132
    N/A PC UNRESTRICTED SUPPORT 1,000
    JUST PEOPLE INC
    1412 OAKBROOK DRIVE
    NORCROSS,GA30093
    N/A PC PROGRAM SUPPORT (TRUSTEE-DIRECTED) 25,000
    KANSAS FOOD BANK WAREHOUSE INC
    1919 E DOUGLAS AVENUE
    WICHITA,KS67211
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    KEEP INDIANAPOLIS BEAUTIFUL INC
    1029 FLETCHER AVENUE SUITE 100
    INDIANAPOLIS,IN46203
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 10,000
    KEEP ISLIP CLEAN INC
    660 MAIN STREET UNIT 2
    ISLIP,NY11751
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 5,000
    KIPP METRO ATLANTA COLLABORATIVE
    540 FAIR STREET SUITE 300
    ATLANTA,GA30313
    N/A PC UNRESTRICTED SUPPORT 5,000
    LEKOTEK OF GEORGIA INC
    1955 CLIFF VALLEY WAY SUITE S102
    ATLANTA,GA30329
    N/A PC CAPITAL CAMPAIGN SUPPORT 10,000
    LOWCOUNTRY LAND TRUST
    635 RUTLEDGE AVENUE SUITE 107
    CHARLESTON,SC29403
    N/A PC PROGRAM SUPPORT 25,000
    LOWER PHALEN CREEK PROJECT
    804 MARGARET STREET
    SAINT PAUL,MN55106
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 7,500
    MALAMA HULEIA
    PO BOX 662092
    LIHUE,HI96766
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 7,500
    MANNA FOOD BANK INCORPORATED
    3030 NORTH E STREET
    PENSACOLA,FL32501
    N/A PC HURRICANE SALLY DISASTER RELIEF SUPPORT 50,000
    MEALS ON WHEELS ATLANTA
    1705 COMMERCE DRIVE NW
    ATLANTA,GA30318
    N/A PC CAPACITY BUILDING SUPPORT 400,000
    MEALS ON WHEELS ATLANTA
    1705 COMMERCE DRIVE NW
    ATLANTA,GA30318
    N/A PC COVID-19 EMERGENCY SUPPORT 100,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    1275 YORK AVENUE
    NEW YORK,NY10065
    N/A PC PROGRAM SUPPORT 50,000
    MIDDLE GEORGIA COMMUNITY FOOD BANK INC
    4490 OCMULGEE EAST BLVD
    MACON,GA31217
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    MONARCH SCHOOL PROJECT
    1625 NEWTON AVENUE
    SAN DIEGO,CA92113
    N/A PC COVID-19 EMERGENCY SUPPORT 150,000
    MOVEMBER FOUNDATION
    8559 HIGUERA STREET
    CULVER CITY,CA90232
    N/A PC PROGRAM SUPPORT 50,000
    MUST MINISTRIES INC
    1407 COBB PKWY N
    MARIETTA,GA30061
    N/A PC COVID-19 EMERGENCY SUPPORT 150,000
    NORCROSS COOPERATIVE MINISTRY
    500 PINNACLE COURT SUITE 510
    NORCROSS,GA30071
    N/A PC UNRESTRICTED SUPPORT 1,000
    NORTH CAROLINA OUTWARD BOUND SCHOOL
    2582 RICEVILLE ROAD
    ASHEVILLE,NC28805
    N/A PC PROGRAM SUPPORT 152,000
    NORTH FULTON COMMUNITY CHARITIES
    11270 ELKINS ROAD
    ROSWELL,GA30076
    N/A PC CAPITAL CAMPAIGN SUPPORT 150,000
    NORTH LAWNDALE GREENING COMMITTEE
    3853 W POLK STREET
    CHICAGO,IL60624
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 5,000
    OGLETHORPE UNIVERSITY
    4484 PEACHTREE ROAD
    ATLANTA,GA30319
    N/A PC UNRESTRICTED SUPPORT 5,000
    OPEN DOORS SOLUTIONS INC
    2872 WOODSTOCK BLVD SUITE 211
    ATLANTA,GA30341
    N/A PC CAPACITY BUILDING SUPPORT 300,000
    OPEN HAND ATLANTA INC
    181 ARMOUR DRIVE NE
    ATLANTA,GA30324
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    PA CLEANWAYS
    105 W FOURTH STREET
    GREENSBURG,PA15601
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 10,000
    PATH FOUNDATION INC
    1601 W PEACHTREE STREET
    ATLANTA,GA30309
    N/A PC UNRESTRICTED SUPPORT 1,000
    PATH FOUNDATION INC
    1601 W PEACHTREE STREET
    ATLANTA,GA30309
    N/A PC UNRESTRICTED SUPPORT (TRUSTEE-DIRECTED) 21,890
    PATH FOUNDATION INC
    1601 W PEACHTREE STREET
    ATLANTA,GA30309
    N/A PC CAPITAL CAMPAIGN SUPPORT 2,000,000
    PATHFINDERS FOR GREENWAYS
    PO BOX 8553
    ROANOKE,VA24014
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 5,000
    PCS FOR PEOPLE
    2492 DOSWELL AVENUE
    SAINT PAUL,MN55108
    N/A PC COVID-19 EMERGENCY SUPPORT 100,000
    PIEDMONT HEALTHCARE FOUNDATION
    2001 PEACHTREE ROAD SUITE 400
    ATLANTA,GA30309
    N/A PC COVID-19 EMERGENCY SUPPORT 250,000
    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
    3 CORPORATE BLVD NE SUITE 230
    ATLANTA,GA30329
    N/A PC COVID-19 EMERGENCY SUPPORT 150,000
    REACH PREP INC
    1 DOCK STREET SUITE 100
    STAMFORD,CT06902
    N/A PC PROGRAM SUPPORT (TRUSTEE-DIRECTED) 5,000
    REGIONAL FOOD BANK OF OKLAHOMA
    3355 SOUTH PURDUE STREET
    OKLAHOMA,OK73179
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION
    200 NIANTIC AVENUE
    PROVIDENCE,RI02907
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    RIVERSIDE HEALTHCARE ASSOCIATION INC
    608 DENBIGH BLVD SUITE 800
    NEWPORT NEWS,VA23608
    N/A PC COVID-19 EMERGENCY SUPPORT 75,000
    ROANOKE LOCAL OFFICE ON AGING
    4932 FRONTAGE ROAD NW
    ROANOKE,VA24019
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    SACAJAWEA AUDUBON SOCIETY
    PO BOX 1711
    BOZEMAN,MT59771
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 5,000
    THE SALVATION ARMY
    PO BOX 1884
    AKRON,OH44309
    N/A PC COVID-19 EMERGENCY SUPPORT 275,000
    SAMARITAN COMMUNITY CENTER
    1211 WEST HUDSON ROAD
    ROGERS,AR72756
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    SAN MARCOS GREENBELT ALLIANCE
    PO BOX 1572
    SAN MARCOS,TX78667
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 60,000
    SECOND HARVEST FOOD BANK OF GREATER NEW ORLEANS AND ACADIANA
    700 EDWARDS AVENUE
    NEW ORLEANS,LA70123
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    SECOND HARVEST FOOD BANK OF ORANGE COUNTY INC
    8014 MARINE WAY
    IRVINE,CA92618
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    SHELTERING ARMS
    385 CENTENNIAL OLYMPIC PARK DRIVE
    NW
    ATLANTA,GA30313
    N/A PC SUPPORT FOR TEACHERS AND STAFF 100,000
    SHELTERING ARMS
    385 CENTENNIAL OLYMPIC PARK DRIVE
    NW
    ATLANTA,GA30313
    N/A PC COVID-19 EMERGENCY SUPPORT 75,000
    SOUTH CENTRAL FARM RESTORATION COMMITTEE
    155 SOUTH EL MOLINO AVENUE
    PASADENA,CA91101
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 10,000
    SOUTHEASTERN BRAIN TUMOR FOUNDATION
    PO BOX 422471
    ATLANTA,GA30342
    N/A PC UNRESTRICTED SUPPORT 5,000
    ST MARY'S FOOD BANK ALLIANCE
    2831 NORTH 31ST AVENUE
    PHOENIX,AZ85009
    N/A PC COVID-19 EMERGENCY SUPPORT 25,000
    TEXAS CHILDREN'S HOSPITAL
    PO BOX 300630
    HOUSTON,TX77230
    N/A PC UNRESTRICTED SUPPORT; ANNE COX CHAMBERS AWARD BENEFICIARY 10,000
    THREE SQUARE
    4190 NORTH PECOS ROAD
    LAS VEGAS,NV89115
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    UNITED FOOD BANK
    245 SOUTH NINA DRIVE
    MESA,AZ85210
    N/A PC COVID-19 EMERGENCY SUPPORT 25,000
    UNITED SERVICE ORGANIZATIONS (USO)
    6000 N TERMINAL PKWY 320
    ATLANTA,GA30320
    N/A PC CAPITAL CAMPAIGN SUPPORT 100,000
    UNITED WAY OF GREATER ATLANTA
    40 COURTLAND STREET SUITE 300
    ATLANTA,GA30303
    N/A PC COVID-19 EMERGENCY SUPPORT FOR HOMEFIRST ATLANTA 200,000
    UNITED WAY OF WEST FLORIDA INC
    1301 W GOVERNMENT STREET
    PENSACOLA,FL32502
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    VANDERBILT UNIVERSITY
    221 KIRKLAND HALL
    NASHVILLE,TN37240
    N/A PC PROGRAM SUPPORT (TRUSTEE-DIRECTED) 5,000
    WEST CREEK CONSERVANCY
    7381 CAMELOT DRIVE
    PARMA,OH44134
    N/A PC PROJECT SUPPORT 120,000
    WESTSIDE FUTURE FUND
    1300 JOSEPH E BOONE BLVD SUITE 16
    ATLANTA,GA30314
    N/A PC COVID-19 EMERGENCY SUPPORT 75,000
    WETHERSFIELD TOWN HALL
    505 SILAS DEANE HIGHWAY
    WETHERSFIELD,CT06109
    N/A PC COVID-19 EMERGENCY SUPPORT 50,000
    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
    YMCA OF METROPOLITAN ATLANTA INC
    569 MLK JR DRIVE NW
    ATLANTA,GA30314
    N/A PC COVID-19 EMERGENCY SUPPORT 650,000
    Total .................................bullet 3a 30,578,899
    bApproved for future payment
    ATLANTA SPEECH SCHOOL
    3160 NORTHSIDE PARKWAY NW
    ATLANTA,GA30327
    N/A PC SPECIAL PROJECT SUPPORT 1,900,000
    EMORY HEALTHCARE
    201 DOWMAN DRIVE SUITE 404
    ATLANTA,GA30322
    N/A PC SUPPORT FOR COVID-19 TESTING EQUIPMENT 2,500,000
    FOOD WELL ALLIANCE
    970 JEFFERSON STREET
    ATLANTA,GA30318
    N/A PC SPECIAL PROJECT SUPPORT 1,250,000
    Total .................................bullet 3b 5,650,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 12,867,165  
    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 41,785  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 13,957,569  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIPS - BOOK
        14 4,036,112  
    bPARTNERSHIPS - UBIT 525990 1,063,616      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 1,063,616 30,902,631 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    31,966,247
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    JAMES M COX FOUNDATION OF GEORGIA INC
     
    Employer identification number

    58-6032469
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    JAMES M COX FOUNDATION OF GEORGIA INC
     
    Employer identification number
    58-6032469
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    COX ENTERPRISES
     
    6205-A PEACHTREE DUNWOODY ROAD
     
    ATLANTA, GA30328

    $ 50,000,000


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

    $  


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    JAMES M COX FOUNDATION OF GEORGIA INC
     
    Employer identification number

    58-6032469
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    JAMES M COX FOUNDATION OF GEORGIA INC
     
    Employer identification number

    58-6032469
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 104,195 0   73,620

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    ANDREW J YOUNG FOUNDATION
     
    260 14TH STREET NW
    ATLANTA,GA30318
    2019-12-13 250,000 GRANT FUNDS ARE DESIGNATED FOR GENERAL OPERATING SUPPORT FOR MISSION-RELATED ACTIVITIES. 250,000 NONE REPORT RECEIVED 4/20/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
    ANDREW J YOUNG FOUNDATION
     
    260 14TH STREET NW
    ATLANTA,GA30318
    2019-04-18 100,000 AQUAPONICS PROGRAM SUPPORT, WHICH TRAINS LOW-INCOME YOUTH IN THE USE OF AQUAPONICS GROWING SYSTEM. THE PROGRAM PROVIDES VALUABLE LESSONS IN SELF-SUFFICIENCY, COLLABORATION, AND COMMUNITY INVOLVEMENT FOR AT-RISK YOUTH. 100,000 NONE REPORT RECEIVED 8/25/20   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
    THE COUNTRY FOOD TRUST
     
    4 CONDUIT STREET
    LONDON,UNITED KINGDOMW1S 2XE
    UK
    2020-04-29 3,110 TO SUPPORT THE COUNTRY FOOD TRUST'S CORE PROGRAM, WHICH INVOLVES TAKING DONATED GAME FROM UK-BASED SHOOTS AND PREPARING NUTRITIOUS MEALS TO BE DONATED TO PEOPLE IN NEED. 3,110 NONE REPORT RECEIVED 6/1/20   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Name of Bond End of Year Book Value End of Year Fair Market Value
    USD RABOBANK 252,904 259,955
    ROYAL BANK OF CANADA 200,159 200,384
    SANOFI-AVENTIS 200,797 201,757
    TOTAL CAPITAL INTL SA COMP GUARN GLB 2.700% JAN 25 2023 210,125 220,170
    ALTERA CORP 208,215 221,662
    AMAZON.COM INC 243,063 243,493
    AMERICAN HONDA FINANCE 223,347 240,579
    AMGEN INC 200,667 206,188
    APPLE INC 239,304 256,676
    BB&T CORPORATION 194,788 200,000
    BANK OF AMERICA CORP 232,369 249,764
    BANK OF AMERICA CORP 230,314 251,795
    BANK OF NY MELLON CORP 243,844 257,153
    BP CAP MARKETS AMERICA 234,626 252,261
    BRISTOL-MYERS SQUIBB CO 203,613 226,072
    CATERPILLAR INC 235,392 245,297
    CHEVRON CORP 195,924 201,090
    CISCO SYSTEMS INC 203,520 219,890
    CITIGROUP INC 230,625 231,775
    COMCAST CORP 241,800 242,044
    GENERAL DYNAMICS CORP 198,872 201,926
    GILEAD SCIENCES INC 201,182 217,986
    GILEAD SCIENCES INC 247,631 248,551
    HOME DEPOT INC 246,283 246,719
    HONEYWELL INTERNATIONAL 206,677 207,218
    INTEL CORP 201,434 204,440
    JPMORGAN CHASE & CO 201,120 211,722
    JPMORGAN CHASE & CO 232,961 251,825
    JOHNSON & JOHNSON 204,163 218,562
    LOCKHEED MARTIN CORP 225,455 227,180
    MARSH & MCLENNAN COS INC 230,081 248,166
    MARSH & MCLENNAN COS INC 247,903 273,944
    MASTERCARD INC 198,784 219,154
    METLIFE INC 202,036 219,816
    MICROSOFT CORP 199,408 204,466
    MORGAN STANLEY 230,510 257,483
    NOVARTIS CAPITAL CORP 198,188 205,546
    NVIDIA CORP 253,569 254,756
    ORACLE CORP 243,685 246,274
    PFIZER INC 195,152 225,864
    PROCTER & GAMBLE CO/THE 201,079 206,278
    PROGRESSIVE CORP 201,725 204,354
    QUALCOMM INC 198,918 207,562
    STATE STREET CORP 203,756 219,142
    TARGET CORP 238,839 240,854
    UNION PACIFIC CORP 232,406 261,000
    US BANCORP 205,449 219,250
    US BANCORP 230,540 233,505
    UNITEDHEALTH GROUP INC 231,536 256,352
    UNITEDHEALTH GROUP INC 221,477 227,332
    VISA INC 250,091 252,416
    WELLS FARGO & CO 04.600% APR 01 2021 200,987 202,112
    CASH MGMT BILL 9,999,867 10,000,000

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DOUBLELINE TOTAL RETURN 43,298,830 44,014,488
    ISHARES EDGE MSCI MIN VOL USA ETF 34,240,656 40,598,896
    ISHARES EDGE MSCI USA VALUE FACTOR ETF 24,986,118 27,015,202
    ISHARES CORE U.S. 27,772,627 27,860,803
    ISHARES EDGE MSCI 27,253,267 34,947,401
    ISHARES EDGE MSCI MIN 13,943,715 15,134,596
    ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 22,911,183 35,751,129
    ISHARES EDGE MSCI MIN VOL USA ETF 9,705,136 11,755,739
    ISHARES RUSSELL 1000 42,188,789 48,748,440
    ISHARES RUSSELL 1000 27,869,057 32,741,955
    DOUBLELINE CORE FIXED 40,976,212 42,975,076
    ISHARES MSCI EAFE 24,547,045 27,683,484
    ISHARES EDGE MSCI 9,366,751 9,461,815
    ISHARES EDGE MSCI 6,940,171 6,407,023
    BLACKROCK MULTI-SECTOR 11,314,570 10,085,500
    SNOWFLAKE INC REG SHS 186,360 437,014
    AIRBNB INC CL A 253,980 548,298
    ADOBE SYS DEL PV$ 0.001 412,549 1,760,422
    ALIGN TECH INC DEL COM 683,338 1,472,217
    AMAZON COM INC COM 852,190 2,501,322
    CHARTER COMMUNICATIONS INC NEW CL A 1,005,546 1,238,422
    COUPONS COM INC 280,572 552,423
    COSTAR GROUP INC COM 514,659 1,294,916
    DOORDASH INC REG SHS 416,332 468,220
    DEXCOM INC 392,205 486,182
    EDWARDS LIFESCIENCES CRP 485,321 764,507
    FACEBOOK INC CLASS A COMMON STOCK 1,175,949 1,660,813
    FLOOR AND DECOR HLDGS 422,793 984,860
    GROCERY OUTLET HLDG CORP 546,215 625,527
    ILLUMINA INC COM 497,853 915,750
    INTUIT COM 1,013,208 1,492,811
    MIRATI THERAPEUTICS INC 66,545 152,211
    MATCH GROUP INC 955,467 2,310,486
    NETFLIX COM INC 1,749,159 3,128,123
    SERVICENOW INC 955,125 2,658,577
    SQUARE INC SHS CL A 1,334,751 3,036,078
    SAREPTA THERAPEUTICS INC 194,972 294,777
    TWILIO INC CL A 774,882 1,753,769
    UBER TECHNOLOGIES INC 1,879,635 2,219,775
    VISA INC CL A SHRS 1,760,919 2,984,571
    WARNER MUSIC GROUP CORP 763,070 1,068,659
    ZILLOW INC SHS CL A 424,385 1,132,505
    ZOETIS INC 935,736 1,303,313
    AMERICAN FINL GRP HLDGS 1,044,836 1,104,538
    APPLIED INDUSTRL TECH 596,941 698,322
    AMETEK INC NEW 364,409 655,253
    ASSOCIATED BANC CRP .01 726,529 591,567
    ATMOS ENERGY CORP COM 484,107 562,369
    AVANTOR INC 787,011 897,084
    BIO RAD LABS CL A 247,079 531,058
    BLACK HILLS CORP 647,778 674,475
    BANKUNITED INC 802,164 909,010
    BANCORPSOUTH BANK 618,746 614,519
    CHAMPIONX 858,414 597,327
    CARLISLE COS INC 652,520 912,716
    COUSINS PROPS INC REIT 700,800 675,226
    DOVER CORP 502,899 830,599
    EQUITY COMMONWEALTH 376,394 344,083
    EQUINIX INC 262,088 439,935
    LKQ CORP 739,941 1,185,227
    MICROCHIP TECHNOLOGY INC 429,072 709,333
    MORNINGSTAR INC 577,140 843,146
    MULTIPLAN CORP 714,151 558,317
    NISOURCE INC 720,894 806,502
    ENVISTA HOLDINGS CORP 852,982 1,330,109
    OTIS WORLDWIDE CORP REG 649,148 883,149
    PTC INC SHS 392,097 608,815
    PIONEER NATURAL RES CO 381,754 518,086
    REGAL BELOIT CORP WIS 878,831 1,126,045
    RPM INTERNATIONAL INC 610,014 982,330
    MADDEN STEVEN LTD 721,878 913,305
    STATE STREET CORP 553,425 640,610
    TELEDYNE TECH INC 212,832 433,922
    TENABLE HOLDINGS INC REG 415,844 634,959
    TREEHOUSE FOODS INC COM 409,845 343,702
    TERMINIX GLOBAL HOLDINGS INC COM 676,705 927,005
    TRINET GROUP INC CALIF 112,352 187,153
    VULCAN MATERIALS CO 339,146 403,403
    VALMONT INDS INC 924,875 1,237,455
    BERKLEY W R CORP 515,740 589,544
    APPLE INC 1,340,143 3,735,754
    AIR PRODUCTS & CHEM 2,014,186 2,164,176
    FRANKLIN RES INC COM ISIN #US3546131018 1,043,375 809,726
    BLACKROCK INC 1,515,997 3,030,468
    BERKSHIRE HATHAWAYINC DEL CL B NEW 2,864,906 3,463,442
    CROWN CASTLE INTL CORP 1,617,325 2,228,819
    CINN FINCL CRP OHIO 1,216,579 1,284,688
    COMCAST CORP NEW CL A 1,957,553 2,015,147
    CISCO SYSTEMS INC COM 1,247,968 1,957,813
    CHEVRON CORP 1,848,518 1,534,794
    DOMINION RES INC NEW VA 1,844,753 1,884,587
    FASTENAL COMPANY 1,258,021 1,923,218
    INTEL CORP 1,218,368 1,807,669
    JOHNSON AND JOHNSON COM 2,310,080 2,927,111
    COCA COLA COM 954,343 1,118,297
    LOWE-S COMPANIES INC 1,602,283 2,904,749
    ALTRIA GROUP INC 1,813,499 1,587,520
    MERCK AND CO INC SHS 1,558,031 2,108,231
    MICROSOFT CORP 690,021 2,918,595
    NORFOLK SOUTHERN CORP 1,563,728 2,682,855
    PAYCHEX INC 1,130,645 1,824,930
    PFIZER INC 1,511,853 1,845,396
    PHILIP MORRIS INTL INC 1,461,226 1,447,418
    TARGET CORP COM 1,022,570 2,348,908
    TEXAS INSTRUMENTS 2,249,997 3,246,820
    UNITED PARCEL SVC CL B 1,823,415 2,570,289
    VERIZON COMMUNICATNS COM 1,876,779 2,026,464
    AUTOMATIC DATA PROC 225,525 271,524
    AUTODESK INC COM ISIN #US0527691069 SED 1,064,451 2,158,754
    AMAZON COM INC COM 1,509,544 2,914,952
    BOEING COMPANY 1,303,462 1,710,982
    CERNER CORP COM 509,778 649,030
    COLGATE PALMOLIVE 482,339 605,069
    SALESFORCE COM INC 1,117,259 1,579,740
    CISCO SYSTEMS INC COM 693,567 662,345
    DEERE CO 841,477 1,536,814
    DISNEY (WALT) CO COM STK 1,007,805 1,455,238
    EXPEDITORS INTL WASH INC 679,468 936,073
    FACEBOOK INC CLASS A COMMON STOCK 1,314,104 2,238,273
    FACTSET RESH SYS INC 433,417 600,828
    ALPHABET INC SHS CL C 704,364 1,177,263
    ALPHABET INC SHS CL A 705,676 1,176,021
    ILLUMINA INC COM 696,423 875,050
    INTUITIVE SURGICAL INC NEW 339,751 530,129
    MONSTER BEVERAGE SHS 869,623 1,434,457
    MICROSOFT CORP 744,517 1,676,602
    NVIDIA CORP 634,999 1,902,375
    ORACLE CORP $0.01 DEL 1,209,704 1,542,274
    QUALCOMM INC 468,219 1,111,320
    REGENERON PHARMACTCLS 765,219 1,030,474
    STARBUCKS CORP 734,887 1,057,283
    SEI INVT CO PA PV $0.01 514,689 559,700
    VISA INC CL A SHRS 1,555,881 2,344,786
    WORKDAY INC CL A 330,455 574,106
    YUM BRANDS INC 445,204 520,871
    YUM CHINA HOLDINGS INC 244,051 351,104
    COUSINS PROPS INC REIT 585,702 628,125
    GENERAL ELECTRIC 838 284
    FIVERR INTL LTD 614,859 647,927
    SEA LTD 1,015,763 3,831,713
    ATLASSIAN CORP PLC 366,193 798,666
    CLARIVATE ANALYTICS PLC 278,153 471,617
    NOMAD FOODS LTD SHS 527,006 625,815
    DIAGEO PLC SPSD ADR NEW FGN 1,816,218 2,251,767
    NESTLE S A REP RG SH ADR 1,355,322 1,742,144
    NINTENDO CO LTD 1,995,543 2,278,635
    ALIBABA GROUP HOLDING LT 1,203,191 1,834,378
    NOVO NORDISK 263,889 351,415
    NOVARTIS ADR 1,257,350 1,364,419
    ROCHE HLDG LTD SPN ADR FGN 853,063 988,417
    SCHLUMBERGER LTD FGN 798,651 433,347
    BEACH POINT ACCESS LTD 12,500,000 15,623,837

    TY 2020 InvestmentsOtherSchedule2
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ACADIAN ALL COUNTRY WORLD EX US FUND AT COST 13,769,235 16,728,664
    BDT CAPITAL PARTNERS FUND 3 (TE), LP AT COST 4,372,896 5,499,450
    BDT CAPITAL PARTNERS FUND II, L.P. (TE) AT COST 21,137,719 23,145,912
    BDT CAPITAL PARTNERS FUND II-A SPIRITS, L.P. AT COST 264,185 464,540
    FALFURRIAS CAPITAL PARTNERS III, L.P. AT COST 7,615,253 53,538,622
    FALFURRIAS CAPITAL PARTNERS IV, L.P. AT COST 4,143,134 7,463,827
    GOLUB CAPITAL PARTNERS ROLLOVER FUND 2, L.P. AT COST 8,750,000 8,917,483
    H.I.G. ADVANTAGE BUYOUT FUND, L.P. AT COST 1,288,937 2,175,206
    TCW DIRECT LENDING LLC AT COST 1,387,158 1,340,625
    TTV FUND GL AT COST 3,999,475 3,995,140
    TTV FUND IV, L.P. AT COST 5,204,956 11,167,225
    TTV FUND V, L.P. AT COST 806,263 965,867
    BDT CAPITAL PARTNERS FUND I-A, L.P. AT COST 2,375,361 6,280,361
    FALFURRIAS CAPITAL PARTNERS II, L.P. AT COST 830,563 611,761
    MILLENNIUM INTERNATIONAL, LTD. AT COST 1,421,328 8,856,698
    REGIMENT CAPITAL SPECIAL SITUATIONS FUND V, L.P. AT COST 222,589 88,982

    TY 2020 LegalFeesSchedule
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 9,823 0   9,823


    TY 2020 OtherAssetsSchedule
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE 100,345 103,984 103,984
    DIVIDEND RECEIVABLE 1,704,527 238,912 238,912


    TY 2020 OtherExpensesSchedule
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 8,630 8,630   0
    DUES/SUBSCRIPTIONS 22,870 0   22,870
    CHARITABLE SOFTWARE 21,200 0   21,200


    TY 2020 OtherIncomeSchedule2
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 41,785 41,785 0
    PARTNERSHIPS - NII   5,252,061  
    PARTNERSHIPS - BOOK 4,036,112   4,036,112
    PARTNERSHIPS - UBIT 1,063,616   1,063,616


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING EXPENSE 14,700 0   14,700
    INVESTMENT MANAGEMENT FEES 3,500,420 3,500,420   0


    TY 2020 TaxesSchedule
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 96,897 26,973   0
    FEDERAL INCOME TAX 50,000 0   0
    STATE INCOME TAX 5,481 0   0