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
THE KNOX FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3133 WASHINGTON ROAD NW
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
THOMSON, GA30824
A Employer identification number

58-6163728
B Telephone number (see instructions)

(706) 597-7907
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$88,688,911J 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) 200,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 13,364 13,364  
4 Dividends and interest from securities... 1,714,100 1,714,100  
5a Gross rents............ 359,850 359,850  
b Net rental income or (loss) 133,356
6a Net gain or (loss) from sale of assets not on line 10 1,975,990
b Gross sales price for all assets on line 6a 15,108,080
7 Capital gain net income (from Part IV, line 2)... 1,975,990
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 24,573 24,573  
12 Total. Add lines 1 through 11........ 4,287,877 4,087,877  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 183,000 91,500   91,500
14 Other employee salaries and wages...... 6,890 3,445   3,445
15 Pension plans, employee benefits....... 59,514 29,757   29,757
16a Legal fees (attach schedule)......... Click to see attachment 2,692 0   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 451,730 224,850   217,618
17 Interest............... 6 0   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 109,482 61,299   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 115,693 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 183,524 180,767   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,112,531 591,618   342,320
25 Contributions, gifts, grants paid....... 3,833,656 3,833,656
26 Total expenses and disbursements. Add lines 24 and 25 4,946,187 591,618   4,175,976
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -658,310
b Net investment income (if negative, enter -0-) 3,496,259
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......... 2,246,633 969,299 969,299
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.......... 48,106 88,106 88,106
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 80,914,043 Click to see attachment80,400,880 80,400,880
c Investments—corporate bonds (attach schedule)....... 906,695 Click to see attachment914,625 914,625
11 Investments—land, buildings, and equipment: basis bullet6,199,463
Less: accumulated depreciation (attach schedule) bullet2,251,587 4,417,815 Click to see attachment3,947,876 6,199,463
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 165,358 Click to see attachment103,706 103,706
14 Land, buildings, and equipment: basis bullet19,942
Less: accumulated depreciation (attach schedule) bullet11,315 10,680 Click to see attachment8,627 8,627
15 Other assets (describe bullet) Click to see attachment8,058 Click to see attachment4,205 Click to see attachment4,205
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 88,717,388 86,437,324 88,688,911
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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)......... 0 0
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........... 88,717,388 86,437,324
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 88,717,388 86,437,324
30 Total liabilities and net assets/fund balances (see instructions). 88,717,388 86,437,324
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
88,717,388
2
Enter amount from Part I, line 27a .....................
2
-658,310
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
88,059,078
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,621,754
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
86,437,324
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 ABBVIE INCORPORATED (ABBV)   2019-08-14 2020-05-26
b ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN)   2020-05-26 2020-10-01
c ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN)   2014-06-17 2020-12-28
d ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN)   2014-06-17 2020-10-01
e ALERIAN MLP ETF (AMLP)   2016-06-06 2020-01-24
ALERIAN MLP ETF (AMLP)   2017-01-26 2020-01-24
ALERIAN MLP ETF (AMLP)   2016-08-31 2020-01-24
AMERICAN ELEC PWR COMPANY INCORPORATED (AEP)   2019-12-20 2020-03-17
AMERICAN ELEC PWR COMPANY INCORPORATED (AEP)   2019-04-02 2020-09-21
AMERICAN EXPRESS COMPANY (AXP)   2012-03-23 2020-12-28
AMERICAN EXPRESS COMPANY (AXP)   2017-04-28 2020-05-26
AMERICAN EXPRESS COMPANY (AXP)   2017-06-05 2020-05-26
AMERICAN EXPRESS COMPANY (AXP)   2012-03-23 2020-05-26
ASTRAZENECA PLC SPONSORED ADR (AZN)   2019-11-20 2020-05-26
AT&T INCORPORATED (T)   2018-07-11 2020-07-13
BEST BUY CO., INC. NTS FULL CALL ISIN US086516AL50 5.5% DUE 03/15/2021 (0865   2012-08-29 2020-12-15
BLACKROCK INCORPORATED (BLK)   2012-01-05 2020-12-16
BROADCOM INCORPORATED (AVGO)   2017-08-01 2020-07-08
CARDINAL HEALTH INCORPORATED (CAH)   2016-09-13 2020-05-26
CARDINAL HEALTH INCORPORATED (CAH)   2016-09-13 2020-12-28
CARDINAL HEALTH INCORPORATED (CAH)   2016-09-13 2020-03-17
CARNIVAL CORPORATION PAIRED CTF (PANAMA) (CCL)   2019-10-25 2020-07-08
CARRIER GLOBAL CORPORATION (CARR)   2018-12-11 2020-05-26
CARRIER GLOBAL CORPORATION (CARR)   2020-03-17 2020-05-26
CARRIER GLOBAL CORPORATION (CARR)   2016-01-21 2020-05-26
CARRIER GLOBAL CORPORATION (CARR)   2013-02-05 2020-05-26
CHEVRON CORPORATION NEW (CVX)   2014-05-19 2020-03-31
CHEVRON CORPORATION NEW (CVX)   2020-02-19 2020-03-31
CHEVRON CORPORATION NEW (CVX)   2000-10-17 2020-03-31
CHEVRON CORPORATION NEW (CVX)   2015-01-29 2020-03-31
CHEVRON CORPORATION NEW (CVX)   2000-12-15 2020-03-31
CHEVRON CORPORATION NEW (CVX)   2020-03-06 2020-03-31
CHUBB LIMITED (SWITZERLAND) (CB)   2020-05-26 2020-12-16
COCA COLA COMPANY (KO)   2020-01-09 2020-03-17
COLGATE PALMOLIVE COMPANY (CL)   2019-04-02 2020-03-17
DOMINION ENERGY INCORPORATED (D)   2020-05-26 2020-10-01
ELANCO ANIMAL HEALTH INCORPORATED (ELAN)   2020-01-24 2020-03-27
EQUINIX INCORPORATED REIT (EQIX)   2019-10-25 2020-07-08
ERICSSON ADR B SEK 10 (SWEDEN) (ERIC)   2019-04-02 2020-03-06
ERICSSON ADR B SEK 10 (SWEDEN) (ERIC)   2019-01-09 2020-03-06
ERICSSON ADR B SEK 10 (SWEDEN) (ERIC)   2020-01-24 2020-03-06
FIRST TRUST GLOBAL TARGET 15 4Q '18 TERM 01/09/2020 CASH MONTHLY (30309X821)   2018-10-10 2020-01-13
GENUINE PARTS COMPANY (GPC)   2017-06-05 2020-12-28
GLOBAL PMTS INCORPORATED (GPN)   2019-04-10 2020-05-26
HOME DEPOT INCORPORATED (HD)   2019-02-20 2020-01-09
HOME DEPOT INCORPORATED (HD)   2019-02-20 2020-05-26
HONEYWELL INTERNATIONAL INCORPORATED (HON)   2020-05-26 2020-12-16
HONEYWELL INTERNATIONAL INCORPORATED (HON)   2015-06-01 2020-12-16
HUBBELL INCORPORATED (HUBB)   2017-06-05 2020-12-28
HUNTINGTON BANCSHARES INCORPORATED (HBAN)   2019-09-13 2020-04-09
INGERSOLL RAND INCORPORATED (IR)   2017-08-01 2020-03-06
INGERSOLL RAND INCORPORATED (IR)   2017-08-01 2020-03-04
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)   2020-08-12 2020-10-07
ISHARES TR CORE MSCI EURO (IEUR)   2020-03-19 2020-03-27
ISHARES TR CORE MSCI EURO (IEUR)   2018-03-22 2020-03-27
ISHARES TR CORE MSCI EURO (IEUR)   2017-08-31 2020-03-27
ISHARES TR CORE MSCI EURO (IEUR)   2018-09-26 2020-03-27
ISHARES TR CORE MSCI EURO (IEUR)   2019-01-28 2020-03-27
ISHARES TR CORE MSCI EURO (IEUR)   2020-01-28 2020-03-27
ISHARES TR CORE MSCI EURO (IEUR)   2020-03-16 2020-03-27
ISHARES TR RUSSELL 2000 ETF (IWM)   2020-03-27 2020-06-12
JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) (JCI)   2017-07-24 2020-08-18
JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) (JCI)   2020-01-09 2020-09-18
JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) (JCI)   2017-07-24 2020-09-18
JPMORGAN CHASE & COMPANY (JPM)   2020-08-18 2020-12-16
LAND - 3.93 ACRES WOODBINE WEST P 2000-06-30 2020-12-11
LOGMEIN INCORPORATED (54142L109)   2019-02-05 2020-08-31
LOT 11 - CRAWFORD AVE P 2000-06-30 2020-09-01
M & T BK CORPORATION (MTB)   2019-10-16 2020-12-16
M & T BK CORPORATION (MTB)   2019-12-26 2020-12-16
MEDTRONIC PLC SHS (IRELAND) (MDT)   2016-01-21 2020-01-09
METLIFE INCORPORATED (MET)   2017-01-12 2020-08-18
METLIFE INCORPORATED (MET)   2017-02-08 2020-08-18
METLIFE INCORPORATED (MET)   2017-09-27 2020-08-18
METLIFE INCORPORATED (MET)   2018-01-19 2020-08-18
METLIFE INCORPORATED (MET)   2020-05-26 2020-08-18
MICROSOFT CORPORATION (MSFT)   2012-01-23 2020-05-26
MICROSOFT CORPORATION (MSFT)   2012-01-23 2020-07-15
MICROSOFT CORPORATION (MSFT)   2012-01-23 2020-01-09
NORTHERN TR CORPORATION (NTRS)   2020-09-18 2020-12-28
NU SKIN ENTERPRISES INCORPORATED CLASS A (NUS)   2014-11-20 2020-03-25
NU SKIN ENTERPRISES INCORPORATED CLASS A (NUS)   2014-10-07 2020-03-25
NU SKIN ENTERPRISES INCORPORATED CLASS A (NUS)   2017-12-15 2020-03-25
NU SKIN ENTERPRISES INCORPORATED CLASS A (NUS)   2019-12-23 2020-03-25
NU SKIN ENTERPRISES INCORPORATED CLASS A (NUS)   2019-11-01 2020-03-25
NU SKIN ENTERPRISES INCORPORATED CLASS A (NUS)   2017-09-26 2020-03-25
OMNICOM GROUP INCORPORATED (OMC)   2017-02-08 2020-12-16
OMNICOM GROUP INCORPORATED (OMC)   2018-01-19 2020-12-16
OMNICOM GROUP INCORPORATED (OMC)   2019-10-16 2020-12-28
OMNICOM GROUP INCORPORATED (OMC)   2017-06-05 2020-12-16
OMNICOM GROUP INCORPORATED (OMC)   2019-10-16 2020-12-16
OMNICOM GROUP INCORPORATED (OMC)   2017-09-27 2020-12-28
OTIS WORLDWIDE CORPORATION (OTIS)   2016-01-21 2020-05-26
OTIS WORLDWIDE CORPORATION (OTIS)   2018-12-11 2020-05-26
OTIS WORLDWIDE CORPORATION (OTIS)   2013-02-05 2020-05-26
OTIS WORLDWIDE CORPORATION (OTIS)   2020-03-17 2020-05-26
PAYCHEX INCORPORATED (PAYX)   2019-12-26 2020-12-15
PAYCHEX INCORPORATED (PAYX)   2020-03-17 2020-12-15
PAYCHEX INCORPORATED (PAYX)   2015-09-18 2020-12-15
PEOPLES UNITED FINANCIAL INCORPORATED (PBCT)   2018-08-27 2020-08-18
PEOPLES UNITED FINANCIAL INCORPORATED (PBCT)   2017-09-27 2020-08-18
PEOPLES UNITED FINANCIAL INCORPORATED (PBCT)   2016-09-06 2020-08-18
PFIZER INCORPORATED (PFE)   2010-02-04 2020-07-08
PFIZER INCORPORATED (PFE)   2014-10-03 2020-07-08
PFIZER INCORPORATED (PFE)   2020-03-04 2020-07-08
PHILIP MORRIS INTERNATIONAL INCORPORATED (PM)   2018-02-05 2020-05-26
PHILIP MORRIS INTERNATIONAL INCORPORATED (PM)   2018-01-19 2020-03-17
PHILIP MORRIS INTERNATIONAL INCORPORATED (PM)   2018-02-05 2020-03-17
PHILIP MORRIS INTERNATIONAL INCORPORATED (PM)   2018-01-19 2020-01-09
PROCTER AND GAMBLE COMPANY (PG)   2007-05-21 2020-03-17
RAYONIER INCORPORATED REIT (RYN)   2004-01-21 2020-10-20
RAYONIER INCORPORATED REIT (RYN)   2003-12-23 2020-10-20
RAYTHEON TECHNOLOGIES CORPORATION (RTX)   2016-12-22 2020-04-13
REALTY INCOME CORPORATION REIT (O)   2018-03-20 2020-10-07
ROYAL DUTCH SHELL PLC SPONS ADR A (NETHERLANDS) (RDS.A)   2019-02-20 2020-02-19
ROYAL DUTCH SHELL PLC SPONS ADR A (NETHERLANDS) (RDS.A)   2018-08-27 2020-02-19
ROYAL DUTCH SHELL PLC SPONS ADR A (NETHERLANDS) (RDS.A)   2016-12-06 2020-02-19
S&P GLOBAL INCORPORATED (SPGI)   2016-06-24 2020-05-26
S&P GLOBAL INCORPORATED (SPGI)   2016-05-04 2020-05-26
S&P GLOBAL INCORPORATED (SPGI)   2016-06-24 2020-03-06
SAP SE SPON ADR (GERMANY) (SAP)   2020-04-09 2020-08-18
SPDR COMMUNICATION SERVICES SELECT SECTOR FUND (XLC)   2018-09-20 2020-09-01
SPDR COMMUNICATION SERVICES SELECT SECTOR FUND (XLC)   2018-09-26 2020-09-01
SPDR COMMUNICATION SERVICES SELECT SECTOR FUND (XLC)   2018-09-20 2020-06-12
SPDR COMMUNICATION SERVICES SELECT SECTOR FUND (XLC)   2018-09-20 2020-03-16
SPDR COMMUNICATION SERVICES SELECT SECTOR FUND (XLC)   2018-09-20 2020-01-28
SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND (XLY)   2019-01-28 2020-09-01
SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND (XLY)   2017-08-31 2020-03-16
SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND (XLY)   2019-01-28 2020-03-16
SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND (XLY)   2017-09-13 2020-03-16
SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND (XLY)   2019-01-28 2020-06-12
SPDR CONSUMER STAPLES SELECT SECTOR FUND (XLP)   2020-06-12 2020-12-04
SPDR CONSUMER STAPLES SELECT SECTOR FUND (XLP)   2018-06-13 2020-03-19
SPDR CONSUMER STAPLES SELECT SECTOR FUND (XLP)   2019-01-28 2020-03-19
SPDR CONSUMER STAPLES SELECT SECTOR FUND (XLP)   2019-01-28 2020-09-01
SPDR CONSUMER STAPLES SELECT SECTOR FUND (XLP)   2017-08-11 2020-12-04
SPDR CONSUMER STAPLES SELECT SECTOR FUND (XLP)   2017-09-13 2020-03-19
SPDR CONSUMER STAPLES SELECT SECTOR FUND (XLP)   2018-03-22 2020-03-19
SPDR CONSUMER STAPLES SELECT SECTOR FUND (XLP)   2019-01-28 2020-03-27
SPDR CONSUMER STAPLES SELECT SECTOR FUND (XLP)   2019-03-12 2020-09-01
SPDR CONSUMER STAPLES SELECT SECTOR FUND (XLP)   2020-01-28 2020-12-04
SPDR CONSUMER STAPLES SELECT SECTOR FUND (XLP)   2017-08-31 2020-03-19
SPDR CONSUMER STAPLES SELECT SECTOR FUND (XLP)   2017-08-28 2020-12-04
SPDR CONSUMER STAPLES SELECT SECTOR FUND (XLP)   2019-03-12 2020-12-04
SPDR ENERGY SELECT SECTOR FUND (XLE)   2020-03-27 2020-06-12
SPDR FINANCIAL SELECT SECTOR FUND (XLF)   2020-03-19 2020-09-01
SPDR HEALTH CARE SELECT SECTOR FUND (XLV)   2019-01-28 2020-12-04
SPDR HEALTH CARE SELECT SECTOR FUND (XLV)   2017-08-31 2020-03-19
SPDR HEALTH CARE SELECT SECTOR FUND (XLV)   2017-09-13 2020-09-01
SPDR HEALTH CARE SELECT SECTOR FUND (XLV)   2017-08-31 2020-06-12
SPDR HEALTH CARE SELECT SECTOR FUND (XLV)   2018-03-22 2020-12-04
SPDR HEALTH CARE SELECT SECTOR FUND (XLV)   2017-08-31 2020-01-28
SPDR HEALTH CARE SELECT SECTOR FUND (XLV)   2017-09-13 2020-12-04
SPDR HEALTH CARE SELECT SECTOR FUND (XLV)   2017-08-31 2020-09-01
SPDR S&P 500 ETF (SPY)   2018-07-11 2020-01-24
SPDR TECHNOLOGY SELECT SECTOR FUND (XLK)   2019-01-28 2020-03-16
SPDR TECHNOLOGY SELECT SECTOR FUND (XLK)   2019-01-28 2020-06-12
SPDR TECHNOLOGY SELECT SECTOR FUND (XLK)   2017-08-31 2020-03-16
SPDR TECHNOLOGY SELECT SECTOR FUND (XLK)   2019-01-28 2020-09-01
SPDR TECHNOLOGY SELECT SECTOR FUND (XLK)   2017-08-31 2020-01-28
SPDR UTILITIES SELECT SECTOR FUND (XLU)   2020-03-16 2020-06-12
SPDR UTILITIES SELECT SECTOR FUND (XLU)   2020-02-28 2020-03-27
SPDR UTILITIES SELECT SECTOR FUND (XLU)   2019-02-12 2020-06-12
SPDR UTILITIES SELECT SECTOR FUND (XLU)   2019-02-09 2020-06-12
SPDR UTILITIES SELECT SECTOR FUND (XLU)   2019-03-12 2020-03-19
SPDR UTILITIES SELECT SECTOR FUND (XLU)   2020-02-17 2020-06-12
SPDR UTILITIES SELECT SECTOR FUND (XLU)   2019-02-20 2020-03-27
SPDR UTILITIES SELECT SECTOR FUND (XLU)   2019-03-12 2020-03-27
SPDR UTILITIES SELECT SECTOR FUND (XLU)   2019-03-01 2020-06-12
SYNCHRONY FINANCIAL (SYF)   2015-09-15 2020-07-08
TANGER FACTORY OUTLET CTRS INCORPORATED REIT (SKT)   2015-08-20 2020-01-08
TANGER FACTORY OUTLET CTRS INCORPORATED REIT (SKT)   2017-04-03 2020-01-08
TANGER FACTORY OUTLET CTRS INCORPORATED REIT (SKT)   2015-11-20 2020-01-08
TESSCO TECHNOLOGIES INCORPORATED (TESS)   2017-11-01 2020-03-25
TESSCO TECHNOLOGIES INCORPORATED (TESS)   2018-06-18 2020-03-25
TESSCO TECHNOLOGIES INCORPORATED (TESS)   2019-12-23 2020-03-25
TESSCO TECHNOLOGIES INCORPORATED (TESS)   2019-02-05 2020-03-25
TESSCO TECHNOLOGIES INCORPORATED (TESS)   2017-12-15 2020-03-25
TESSCO TECHNOLOGIES INCORPORATED (TESS)   2015-04-24 2020-03-25
TESSCO TECHNOLOGIES INCORPORATED (TESS)   2017-12-05 2020-03-25
TESSCO TECHNOLOGIES INCORPORATED (TESS)   2017-11-02 2020-03-25
TESSCO TECHNOLOGIES INCORPORATED (TESS)   2018-06-26 2020-03-25
TEXAS INSTRS INCORPORATED (TXN)   2012-07-11 2020-10-13
TEXAS INSTRS INCORPORATED (TXN)   2012-07-11 2020-12-16
TEXAS INSTRS INCORPORATED (TXN)   2012-07-11 2020-01-09
TIMBER P 2000-06-30 2020-06-30
TOTAL SE SPONSORED ADS (FRANCE) (TOT)   2019-12-26 2020-10-02
TOTAL SE SPONSORED ADS (FRANCE) (TOT)   2018-08-27 2020-10-02
TOTAL SE SPONSORED ADS (FRANCE) (TOT)   2019-02-20 2020-10-02
UNITED PARCEL SERVICE INCORPORATED CLASS B (UPS)   2017-06-05 2020-08-18
UNITED PARCEL SERVICE INCORPORATED CLASS B (UPS)   2018-12-11 2020-08-18
UNITED PARCEL SERVICE INCORPORATED CLASS B (UPS)   2019-06-12 2020-09-18
UNITED PARCEL SERVICE INCORPORATED CLASS B (UPS)   2017-06-05 2020-05-26
UNITED PARCEL SERVICE INCORPORATED CLASS B (UPS)   2020-03-06 2020-10-01
UNITED PARCEL SERVICE INCORPORATED CLASS B (UPS)   2019-06-12 2020-08-18
UNITED PARCEL SERVICE INCORPORATED CLASS B (UPS)   2016-01-21 2020-10-13
UNITED PARCEL SERVICE INCORPORATED CLASS B (UPS)   2016-01-21 2020-12-16
UNITED PARCEL SERVICE INCORPORATED CLASS B (UPS)   2020-03-06 2020-09-18
UNITED PARCEL SERVICE INCORPORATED CLASS B (UPS)   2016-01-21 2020-12-28
UNITED PARCEL SERVICE INCORPORATED CLASS B (UPS)   2009-05-01 2020-12-28
UNITED PARCEL SERVICE INCORPORATED CLASS B (UPS)   2020-03-06 2020-10-13
VANGUARD FTSE ALL-WORLD EX-US ETF (VEU)   2017-08-31 2020-06-12
VANGUARD FTSE ALL-WORLD EX-US ETF (VEU)   2017-08-31 2020-02-28
VANGUARD FTSE PACIFIC ETF (VPL)   2017-08-31 2020-03-19
VANGUARD FTSE PACIFIC ETF (VPL)   2017-08-31 2020-06-12
VISA INCORPORATED COM CLASS A (V)   2018-01-18 2020-05-26
VISA INCORPORATED COM CLASS A (V)   2018-01-18 2020-01-09
WESTROCK COMPANY (WRK)   2019-10-25 2020-07-08
WILLIS TOWERS WATSON PLC LIMITED SHS (IRELAND) (WLTW)   2012-07-18 2020-03-17
CAPITAL GAINS DIVIDENDS 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 69,653   48,226 21,427
b 67,274   59,282 7,992
c 25,914   8,264 17,650
d 94,184   34,710 59,474
e 32,956   43,105 -10,149
6,591   9,318 -2,727
16,478   21,494 -5,016
75,043   76,930 -1,887
43,240   45,741 -2,501
17,686   8,581 9,105
41,137   34,992 6,145
52,356   44,330 8,026
28,048   17,161 10,887
80,996   70,816 10,180
47,689   51,398 -3,709
75,000   68,888 6,112
76,932   19,646 57,286
357,874   279,801 78,073
13,113   18,733 -5,620
46,854   67,908 -21,054
8,052   13,269 -5,217
132,863   397,944 -265,081
2,955   3,354 -399
15,761   13,292 2,469
21,672   17,705 3,967
31,523   26,923 4,600
22,312   36,942 -14,630
85,528   127,009 -41,481
148,745   81,856 66,889
111,559   154,816 -43,257
52,061   28,853 23,208
33,468   42,395 -8,927
50,262   39,488 10,774
16,983   20,443 -3,460
29,486   29,510 -24
345,309   364,175 -18,866
25,798   40,065 -14,267
506,605   390,179 116,426
14,926   19,046 -4,120
44,779   55,206 -10,427
29,853   33,830 -3,977
1,475,870   1,499,996 -24,126
14,988   14,084 904
72,035   48,566 23,469
49,418   42,281 7,137
122,077   96,093 25,984
31,721   21,715 10,006
317,208   149,706 167,502
24,227   17,675 6,552
234,280   392,098 -157,818
9   7 2
87,509   62,881 24,628
69,849   69,700 149
8,296   7,472 824
3,768   5,109 -1,341
59,416   78,949 -19,533
4,637   6,266 -1,629
67,495   80,976 -13,481
15,434   20,874 -5,440
16,376   15,318 1,058
7,076   5,883 1,193
142,311   154,787 -12,476
42,971   41,646 1,325
171,885   176,900 -5,015
53,177   43,294 9,883
1,220,000   353,613 866,387
68,840   75,909 -7,069
1,000   2,687 -1,687
1,254   1,596 -342
43,894   59,322 -15,428
58,895   37,440 21,455
221,881   280,690 -58,809
19,893   24,060 -4,167
19,128   26,059 -6,931
21,040   29,215 -8,175
114,766   107,248 7,518
129,422   20,664 108,758
84,211   11,808 72,403
80,772   14,760 66,012
11,969   10,842 1,127
7,888   15,980 -8,092
6,068   13,753 -7,685
9,102   30,492 -21,390
26,091   52,708 -26,617
20,226   45,165 -24,939
6,068   18,354 -12,286
10,341   13,592 -3,251
38,778   45,694 -6,916
1,857   2,270 -413
25,206   33,058 -7,852
22,620   26,483 -3,863
29,087   35,478 -6,391
29,209   24,763 4,446
3,983   4,691 -708
42,486   37,654 4,832
21,243   18,591 2,652
32,563   29,766 2,797
71,639   44,605 27,034
425,184   213,869 211,315
86,331   151,552 -65,221
16,187   26,825 -10,638
188,848   284,857 -96,009
145,426   77,636 67,790
125,954   108,451 17,503
67,845   71,920 -4,075
35,723   51,468 -15,745
14,024   20,386 -6,362
59,786   83,378 -23,592
48,950   60,086 -11,136
70,511   38,074 32,437
140,565   64,580 75,985
281,130   129,023 152,107
17   18 -1
69,172   53,990 15,182
50,146   63,166 -13,020
100,292   132,523 -32,231
250,730   261,195 -10,465
15,865   5,213 10,652
95,189   31,266 63,923
53,771   20,852 32,919
64,535   48,453 16,082
47,199   36,192 11,007
3,631   2,801 830
12,857   11,624 1,233
8,471   9,524 -1,053
8,058   7,082 976
41,682   29,197 12,485
35,003   32,947 2,056
36,525   40,769 -4,244
14,838   14,127 711
28,681   24,419 4,262
25,593   22,208 3,385
70,233   66,934 3,299
60,485   58,171 2,314
93,731   74,022 19,709
41,446   35,831 5,615
7,594   7,848 -254
16,050   15,450 600
37,934   36,674 1,260
72,217   59,905 12,312
20,756   19,658 1,098
84,183   85,507 -1,324
13,838   11,507 2,331
46,484   37,652 8,832
11,196   8,354 2,842
3,059   2,378 681
17,370   13,616 3,754
5,457   5,349 108
12,850   9,956 2,894
101,781   84,686 17,095
34,741   25,611 9,130
15,245   12,075 3,170
4,819   3,568 1,251
5,890   4,457 1,433
32,950   27,713 5,237
74,845   61,645 13,200
29,339   19,272 10,067
89,656   66,892 22,764
112,967   58,206 54,761
197,606   119,735 77,871
4,667   4,422 245
5,151   5,821 -670
1,181   1,309 -128
5,316   6,182 -866
4,748   5,250 -502
5,553   5,932 -379
4,932   6,076 -1,144
101,817   108,391 -6,574
108,572   109,388 -816
158,080   226,271 -68,191
9,205   19,802 -10,597
24,546   52,474 -27,928
15,341   33,866 -18,525
5,032   14,230 -9,198
5,647   17,045 -11,398
16,942   30,312 -13,370
8,471   23,525 -15,054
2,824   8,400 -5,576
11,295   54,295 -43,000
2,824   8,873 -6,049
3,439   9,731 -6,292
11,295   34,099 -22,804
23,255   4,151 19,104
58,419   9,962 48,457
110,935   23,521 87,414
98,561     98,561
81,144   138,494 -57,350
162,289   325,779 -163,490
38,949   67,756 -28,807
41,738   28,142 13,596
16,053   10,356 5,697
74,441   46,051 28,390
29,353   32,471 -3,118
66,870   37,158 29,712
22,474   14,015 8,459
1,767   894 873
33,631   17,879 15,752
6,473   3,716 2,757
13,769   7,152 6,617
6,884   2,081 4,803
35,342   18,579 16,763
16,855   18,571 -1,716
185,414   201,525 -16,111
4,368   5,887 -1,519
4,144   4,398 -254
29,211   18,353 10,858
96,507   61,176 35,331
275,234   377,486 -102,252
74,101   41,590 32,511
406,609     406,609
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       21,427
b       7,992
c       17,650
d       59,474
e       -10,149
      -2,727
      -5,016
      -1,887
      -2,501
      9,105
      6,145
      8,026
      10,887
      10,180
      -3,709
      6,112
      57,286
      78,073
      -5,620
      -21,054
      -5,217
      -265,081
      -399
      2,469
      3,967
      4,600
      -14,630
      -41,481
      66,889
      -43,257
      23,208
      -8,927
      10,774
      -3,460
      -24
      -18,866
      -14,267
      116,426
      -4,120
      -10,427
      -3,977
      -24,126
      904
      23,469
      7,137
      25,984
      10,006
      167,502
      6,552
      -157,818
      2
      24,628
      149
      824
      -1,341
      -19,533
      -1,629
      -13,481
      -5,440
      1,058
      1,193
      -12,476
      1,325
      -5,015
      9,883
      866,387
      -7,069
      -1,687
      -342
      -15,428
      21,455
      -58,809
      -4,167
      -6,931
      -8,175
      7,518
      108,758
      72,403
      66,012
      1,127
      -8,092
      -7,685
      -21,390
      -26,617
      -24,939
      -12,286
      -3,251
      -6,916
      -413
      -7,852
      -3,863
      -6,391
      4,446
      -708
      4,832
      2,652
      2,797
      27,034
      211,315
      -65,221
      -10,638
      -96,009
      67,790
      17,503
      -4,075
      -15,745
      -6,362
      -23,592
      -11,136
      32,437
      75,985
      152,107
      -1
      15,182
      -13,020
      -32,231
      -10,465
      10,652
      63,923
      32,919
      16,082
      11,007
      830
      1,233
      -1,053
      976
      12,485
      2,056
      -4,244
      711
      4,262
      3,385
      3,299
      2,314
      19,709
      5,615
      -254
      600
      1,260
      12,312
      1,098
      -1,324
      2,331
      8,832
      2,842
      681
      3,754
      108
      2,894
      17,095
      9,130
      3,170
      1,251
      1,433
      5,237
      13,200
      10,067
      22,764
      54,761
      77,871
      245
      -670
      -128
      -866
      -502
      -379
      -1,144
      -6,574
      -816
      -68,191
      -10,597
      -27,928
      -18,525
      -9,198
      -11,398
      -13,370
      -15,054
      -5,576
      -43,000
      -6,049
      -6,292
      -22,804
      19,104
      48,457
      87,414
      98,561
      -57,350
      -163,490
      -28,807
      13,596
      5,697
      28,390
      -3,118
      29,712
      8,459
      873
      15,752
      2,757
      6,617
      4,803
      16,763
      -1,716
      -16,111
      -1,519
      -254
      10,858
      35,331
      -102,252
      32,511
      406,609
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 1,975,990
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 48,598
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 48,598
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 48,598
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 40,633
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 40,633
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 98
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 8,063
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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 addressbulletNONE
    14
    The books are in care ofbulletJEFFERSON BA KNOX Telephone no.bullet (706) 595-1907

    Located atbullet3133 WASHINGTON RDTHOMSONGA ZIP+4bullet30824
    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
     
     
    .........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).
    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
    JEFFERSON B A KNOX DIRECTOR
    40.00     		150,000 37,500 0
    P O BOX 26
    THOMSON,GA30824
    ELIZABETH KNOX HOPKINS DIRECTOR
    10.00     		33,000 8,250 0
    3133 WASHINGTON ROAD NW
    THOMSON,GA30824
    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
    CRAWFORD INVESTMENT COUNCIL INVESTMENT MANAGEMENT 193,546
    600 GALLERIAS PARKWAY SUITE 1650
    ATLANTA,GA30339
    RAYMOND JAMES FINANCIAL INC INVESTMENT MANAGEMENT 164,204
    880 CARILLON PARKWAY
    ST PETERSBURG,FL33716
    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
    73,406,528
    b
    Average of monthly cash balances.......................
    1b
    1,276,372
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,219,402
    d
    Total (add lines 1a, b, and c).........................
    1d
    80,902,302
    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
    80,902,302
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,213,535
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    79,688,767
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,984,438
    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
    3,984,438
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    48,598
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    1,982
    c
    Add lines 2a and 2b............................
    2c
    50,580
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,933,858
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,933,858
    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
    3,933,858
    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
    4,175,976
    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
    4,175,976
    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
    4,175,976
    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 3,933,858
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 2,766,370
    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$ 4,175,976
    a Applied to 2019, but not more than line 2a 2,766,370
    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..... 1,409,606
    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 ..........     		2,524,252
    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:
    THE KNOX FOUNDATION
    3133 WASHINGTON ROAD
    THOMSON,GA30824
    (706) 595-1907
    bThe form in which applications should be submitted and information and materials they should include:
    CONTACT KNOX FOUNDATION FOR FORMS TO SUBMIT WITH ANY APPLICATION FOR FUNDING. MUST BE A 501(C)3 ORGANIZATION TO APPLY.
    cAny submission deadlines:
    CONTACT KNOX FOUNDATION FOR SUMBISSION DEADLINES FOR THE YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CONTRIBUTIONS ARE ONLY TO 501(C)3 ORGANIZATIONS.
    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
    ACTIVITIES COUNCIL OF THOMSON
    PO BOX 674
    THOMSON,GA30824     		N/A PC ARTS 25,000
    AMERICAN CANCER SOCIETY - COLUMBIA
    2607 COMMONS BOULEVARD
    AUGUSTA,GA30909     		N/A PC MEDICAL 5,000
    AMERICAN CANCER SOCIETY MCDUFFIE &
    PO BOX 539
    THOMSON,GA30824     		N/A PC MEDICAL 13,500
    AMERICAN RED CROSS
    1322 ELLIS STREET
    AUGUSTA,GA30901     		N/A PC SOCIAL SERVICES 50,000
    APPARO ACADEMY
    3104 SKINNER MILL RD
    AUGUSTA,GA30909     		N/A PC MEDICAL 105,750
    AUGUSTA CHORAL SOCIETY
    PO BOX 1402
    AUGUSTA,GA309031402     		N/A PC ARTS 33,000
    AUGUSTA MUSEUM OF HISTORY
    560 REYNOLDS STREET
    AUGUSTA,GA30901     		N/A PC HISTORY 50,000
    AUGUSTA PLAYERS INC
    1301 GREENE STREET
    AUGUSTA,GA30901     		N/A PC ARTS 45,000
    AUGUSTA PREPARATORY DAY SCHOOL
    285 FLOWING WELLS ROAD
    MARTINEZ,GA30907     		N/A PC EDUCATION 24,000
    AUGUSTA ROWING CLUB
    101 RIVERFRONT DRIVE
    AUGUSTA,GA30901     		N/A PC SOCIAL SERVICES 15,000
    AUGUSTA TRAINING SHOP
    1704 JENKINS ST
    AUGUSTA,GA30904     		N/A PC SOCIAL SERVICES 10,000
    AUGUSTA URBAN MINISTRIES
    1405 15TH ST
    AUGUSTA,GA30901     		N/A PC MEDICAL 15,000
    BOBBY JONES GOLF COURSE FOUNDATION
    2205 NORTHSIDE DRIVE NW
    ATLANTA,GA30305     		N/A PC ATHLETICS 200,000
    BOYS & GIRLS CLUB OF THE CSRATHOMSON
    206 MILLEDGE ROAD
    AUGUSTA,GA30904     		N/A PC SOCIAL SERVICES 90,500
    BRIARWOOD ACADEMY
    4859 THOMSON HIGHWAY
    WARRENTON,GA30828     		N/A PC EDUCATION 3,500
    BRIDGE MINISTRY OF THE CSRA
    715 S OLD BELAIR RD
    GROVETOWN,GA30813     		N/A PC SOCIAL SERVICES 2,500
    CENTER FOR NEW BEGINNINGS
    PO BOX 1066
    WAYNESBORO,GA30830     		N/A PC SOCIAL SERVICES 15,000
    CHILD ENRICHMENT INC
    PO BOX 12036
    AUGUSTA,GA309142036     		N/A PC SOCIAL SERVICES 250,000
    CHRIST COMMUNITY HEALTH CENTER
    127 TELFAIR ST
    AUGUSTA,GA30901     		N/A PC MEDICAL 75,000
    CHURCH OF OUR SAVIOR
    4227 COLUMBIA RD
    AUGUSTA,GA30907     		N/A PC CHURCH 10,000
    CHURCH OF THE GOOD SHEPHERD
    2230 WALTON WAY
    AUGUSTA,GA30904     		N/A PC CHURCH 25,000
    COLTON BALLET COMPANY OF AUGUSTA
    2419 WALTON WAY
    AUGUSTA,GA30909     		N/A PC ARTS 25,000
    COMMUNITY FOUNDATION OF THE CSRA
    PO BOX 31358
    AUGUSTA,GA30903     		N/A PC SOCIAL SERVICES 2,000
    COMMUNITY IN SCHOOLS AUGUSTA -- RIC
    PO BOX 1604
    AUGUSTA,GA30903     		N/A PC EDUCATION 25,000
    CONNECT MINISTRIES
    1431 CAPITAL AVE SUITE 123
    WATKINSVILLE,GA30677     		N/A PC SOCIAL SERVICES 10,000
    CSRA LAND TRUST
    836 GREENE ST
    AUGUSTA,GA30901     		N/A PC EDUCATION 3,000
    DAVIS LOVE FOUNDATION
    100 RETREAT AVENUE
    ST SIMONS ISLAND,GA31522     		N/A PC SOCIAL SERVICES 3,400
    EASTER SEALS EAST GEORGIA
    PO BOX 2441
    AUGUSTA,GA30903     		N/A PC HEALTH 28,000
    EMPTY STOCKING FUND
    PO BOX 1928
    AUGUSTA,GA30903     		N/A PC SOCIAL SERVICES 5,000
    FAMILY COUNSELING CENTER OF THE CSRA
    3711 EXECUTIVE CENTER
    MARTINEZ,GA30907     		N/A PC SOCIAL SERVICES 20,000
    FAMILY PROMISE OF AUGUSTA
    2177 CENTRAL AVENUE
    AUGUSTA,GA30904     		N/A PC SOCIAL SERVICES 30,000
    FAMILY Y OF GREATER AUGUSTA
    3570 WHEELER ROAD
    AUGUSTA,GA30909     		N/A PC SOCIAL SERVICES 25,000
    FIRST TEE OF AUGUSTA
    3165 DAMASCUS RD
    AUGUSTA,GA30909     		N/A PC ATHLETICS 10,000
    FIRST TEE OF THE GOLDEN ISLES
    3528 DARIEN HWY 232
    BRUNSWICK,TX31525     		N/A PC SOCIAL SERVICES 6,000
    FIRST UNITED METHODIST CHURCH OF TH
    353 MAIN STREET
    THOMSON,GA30824     		N/A PC CHURCH 22,375
    FORCES UNITED
    701 GREENE STREET SUITE 1
    AUGUSTA,GA30901     		N/A PC MEDICAL 25,000
    GA CAROLINA COUNCIL BSA
    4132 MADELINE DRIVE
    AUGUSTA,GA30909     		N/A PC SOCIAL SERVICES 20,000
    GA PUBLIC BROADCASTING
    260 14TH STREET NW
    ATLANTA,GA30318     		N/A PC EDUCATION 5,000
    GEORGIA CANCER CENTER
    1411 LANEY WALKER BLVD
    AUGUSTA,GA30912     		N/A PC MEDICAL 40,000
    GIRL SCOUTS OF HISTORIC GEORGIA
    6869 COLUMBUS ROAD
    MACON,GA31052     		N/A PC SOCIAL SERVICES 15,000
    GIRLS PREPARATORY SCHOOL
    205 ISLAND AVE
    CHATTANOOGA,TN37405     		N/A PC EDUCATION 5,000
    GOLDEN HARVEST FOOD BANK
    3310 COMMERCE DRIVE
    AUGUSTA,GA30909     		N/A PC SOCIAL SERVICES 45,000
    GREATER AUGUSTA ARTS COUNCIL
    PO BOX 1776
    AUGUSTA,GA30903     		N/A PC ARTS 22,000
    GSGA FOUNDATION
    121 VILLAGE PARKWAY BLDG 3
    MARIETTA,GA30067     		N/A PC ATHLETICS 9,250
    HALE FOUNDATION
    PO BOX 2843
    AUGUSTA,GA309142843     		N/A PC SOCIAL SERVICES 50,000
    HERITAGE ACADEMY
    333 GREENE STREET
    AUGUSTA,GA30901     		N/A PC EDUCATION 100,000
    HISTORIC AUGUSTA INC
    PO BOX 37
    AUGUSTA,GA30903     		N/A PC HISTORY 50,000
    HOPE HOUSE INC
    PO BOX 397
    AUGUSTA,GA30914     		N/A PC SOCIAL SERVICE 15,000
    IMPERIAL COMMUNITY THEATRE
    749 BROAD STREET
    AUGUSTA,GA30901     		N/A PC ARTS 45,000
    JESSYE NORMAN SCHOOL OF THE ARTS
    739 GREENE STREET
    AUGUSTA,GA30901     		N/A PC ARTS 45,000
    JUD C HICKEY ALZHEIMER'S CARE
    1931 CENTRAL AVENUE
    AUGUSTA,GA30904     		N/A PC MEDICAL 20,000
    LOWCOUNTRY MARITIME SOCIETY
    PO BOX 22751
    CHARLESTON,SC29413     		N/A PC HISTORY 3,500
    LUCY CRAFT LANEY MUSEUM
    1116 PHILIPS STREET
    AUGUSTA,GA30909     		N/A PC HISTORY 10,000
    LYDIA PROJECT
    1369 INTERSTATE PARKWAY
    AUGUSTA,GA30909     		N/A PC HEALTH 30,000
    MANNA INC
    451 E HILL ST
    THOMSON,GA30824     		N/A PC SOCIAL SERVICES 56,000
    MARY WILLIS LIBRARY
    204 E LIBERTY ST
    WASHINGTON,GA30673     		N/A PC EDUCATION 3,000
    MCCALLIE SCHOOL
    500 DODDS AVENUE
    CHATTANOOGA,TN37404     		N/A PC EDUCATION 15,000
    MOLLYS MILITIA
    PO BOX 6816
    NORTH AUGUSTA,SC29861     		N/A PC SOCIAL SERVICES 10,000
    MORRIS MUSEUM OF ART
    1TENTH STREET
    AUGUSTA,GA30901     		N/A PC ARTS 10,000
    NATURE CONSERVATORY OF GA
    100 PEACHTREE ST
    ATLANTA,GA30303     		N/A PC HISTORY 20,000
    PARKINSON'S FOUNDATION
    200 SE 1ST ST STE 800
    MIAMI,FL33131     		N/A PC MEDICAL 2,500
    RESTART AUGUSTA INC
    1500 WRIGHTSBORO RD
    AUGUSTA,GA30904     		N/A PC SOCIAL SERVICES 2,500
    RONALD MCDONALD HOUSE
    1442 HARPER ST
    AUGUSTA,GA30901     		N/A PC MEDICAL 50,000
    SE FIREFIGHTERS BURN FOUNDATION
    3614 J DEWEY GRAY CIRCLE
    AUGUSTA,GA30909     		N/A PC MEDICAL 15,000
    SACRED HEART CULTURAL CENTER
    1301 GREENE STREET
    AUGUSTA,GA30901     		N/A PC CULTURAL 150,000
    SAFE HOMES
    6008 CARIBBEAN DR
    AUGUSTA,GA30909     		N/A PC SOCIAL SERVICES 8,500
    SALVATION ARMY
    PO BOX 921
    AUGUSTA,GA30903     		N/A PC SOCIAL SERVICES 100,000
    SE COUNCIL OF FOUNDATION
    100 PEACHTREE ST STE 2080
    ATLANTA,GA30303     		N/A PC SOCIAL SERVICES 10,290
    STORYLAND THEATRE
    PO BOX 14875
    AUGUSTA,GA30919     		N/A PC ARTS 20,000
    SYMPHONY ORCHESTRA AUGUSTA
    PO BOX 579
    AUGUSTA,GA30903     		N/A PC ARTS 65,000
    TALIAFERRO COUNTY LIBRARY
    117 ASKIN ST
    CRAWFORD,GA30631     		N/A PC EDUCATION 3,000
    THOMSON MCDUFFIE CHAMBER OF COM
    149 MAIN STREET
    THOMSON,GA30824     		N/A PC SOCIAL SERVICES 7,300
    THOMSON MCDUFFIE CTY LIBRARY
    338 MAIN STREET
    THOMSON,GA30824     		N/A PC EDUCATION 7,000
    TRINITY ON THE HILL UMC
    1330 MONTE SANO AVENUE
    AUGUSTA,GA30904     		N/A PC CHURCH 20,000
    TUTTLE NEWTON
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904     		N/A PC SOCIAL SERVICES 2,500
    UGA FOUNDATION
    394 SOUTH MILLEDGE AVENUE
    ATHENS,GA30603     		N/A PC UNIVERSITY FOUNDATION 66,291
    UGA GEORGIA MUSEUM OF ART
    90 CARLTON STREET
    ATHENS,GA30602     		N/A PC ARTS 10,000
    UNITED WAY MCDUFFIE & WARREN CO
    PO BOX 87
    THOMSON,GA30824     		N/A PC SOCIAL SERVICES 10,000
    UNITED WAY OF THE CSRA
    1765 BROAD STREET
    AUGUSTA,GA30904     		N/A PC SOCIAL SERVICES 10,000
    UNIVERSITY HEALTH CARE FOUNDATION - ED
    2100 CENTRAL AVE STE D-1
    AUGUSTA,GA30904     		N/A PC MEDICAL 77,500
    WELLROOT FAMILY SERVICES
    5555 HEREFORD FARM RD
    EVANS,GA30809     		N/A PC SOCIAL SERVICES 10,000
    WIMBERLY HOUSE MINISTRIES
    PO BOX 50
    WAYNESBORO,GA30830     		N/A PC MEDICAL 20,000
    JUD C HICKEY ALZHEIMER'S CARE
    1931 CENTRAL AVENUE
    AUGUSTA,GA30904     		N/A PC MEDICAL 1,220,000
    Total .................................bullet 3a 3,833,656
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 13,364  
    4 Dividends and interest from securities....     14 1,714,100  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 133,356  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 24,573  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,975,990  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,861,383 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,861,383
    (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
    THE KNOX FOUNDATION
     
    Employer identification number

    58-6163728
    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
    THE KNOX FOUNDATION
          		Employer identification number
    58-6163728
    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
    GEORGE ANN KNOX
    P O BOX 26
     
    THOMSON, GA30824

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    PAT KNOX
    3133 WASHINGTON ROAD
     
    THOMSON, GA30824

    		$ 100,000


    (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.)
    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
    THE KNOX FOUNDATION
          		Employer identification number

    58-6163728
    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
    THE KNOX FOUNDATION
          		Employer identification number

    58-6163728
    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:  

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

    TY 2020 DepreciationSchedule
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    RENOVATION OF CONVENT 2013-09-01 91,989 14,841 SL 39.000000000000 2,359 0    
    LOVE SEAT 1999-06-22 200 200 ADS 10.000000000000 0 0    
    LIBRARY "LADDER" 1999-06-22 400 400 ADS 10.000000000000 0 0    
    COUCH 1999-06-22 500 500 ADS 10.000000000000 0 0    
    ADAMS PROPERTY - ENGINEERING 2005-11-08 23,690   VAR 0 % 0 0    
    SACRED HEART PROP.LND 1994-12-08 300,000   VAR 0 % 0 0    
    CHAIR 1999-06-22 300 300 ADS 10.000000000000 0 0    
    FILE CABINETS 1991-06-30 1,193 1,193 ADS 7.000000000000 0 0    
    DOORS IN RED CROSS BLDG 2001-02-22 7,148 7,148 SL 10.000000000000 0 0    
    15" LCD 29MM MONITOR 2002-04-30 391 391 ADS 5.000000000000 0 0    
    A/C UNIT - 742 STAGECOACH 2007-08-09 3,950 3,950 SL 10.000000000000 0 0    
    USDA BUILDING - A/C UNIT 2008-03-04 4,750 4,750 SL 10.000000000000 0 0    
    EIGHT NATIVE AMERICAN PRINTS 1999-06-22 1,200 1,200 ADS 10.000000000000 0 0    
    SET OF THREE NATIVE AMERICAN PRINTS 1999-06-22 900 900 ADS 10.000000000000 0 0    
    SACRED HEART - STAINED GLASS WINDOWS REPAIR 2001-06-30 375,558 173,696 SL 40.000000000000 9,389 0    
    3232 FAIRFAX DRIVE - RICHMOND COUNTY 1995-04-30 4,500   VAR 0 % 0 0    
    SACRED HEART - ROOF 2015-02-09 87,585 10,949 SL 39.000000000000 2,246 0    
    SACRED HEART PROP. CHURCH BLD 1994-12-08 600,000 375,625 ADS 40.000000000000 15,000 0    
    CHINESE VASES (PAIR) 1999-06-22 88 88 ADS 10.000000000000 0 0    
    TEA CADDY 1999-06-22 200 200 ADS 10.000000000000 0 0    
    SACRED HEART PROP. CONVENT BLD 1994-12-08 170,000 106,427 ADS 40.000000000000 4,250 0    
    SACRED HEART PROP. SCHOOL BLD 1994-12-08 15,000 9,391 ADS 40.000000000000 375 0    
    SACRED HEART PROP. PARKING IMPROVEMENTS 1994-12-08 62,013 62,013 ADS 20.000000000000 0 0    
    LOT 84 BELLE MEADE SUBDIVISION 1995-04-30 17,072   VAR 0 % 0 0    
    "CENTER" TABLE 1999-06-22 300 300 ADS 10.000000000000 0 0    
    BOOKCASE 1999-06-22 2,500 2,500 ADS 10.000000000000 0 0    
    1331 GREENE STREET 2005-09-30 40,000   VAR 0 % 0 0    
    LOT 97 BELLE MEADE SUBDIVISION 1995-04-30 9,214   VAR 0 % 0 0    
    PLANS FOR CONVENT RENOVATION 2013-09-01 2,400 389 SL 39.000000000000 62 0    
    WOODBINE WEST 4.37 ACRES - 9 LOTS 2005-12-31 414,549   VAR 0 % 0 0    
    BRASS CANDLESTICKS (PAIR) 1999-06-22 50 50 ADS 10.000000000000 0 0    
    COMPUTER EQUIPMENT 2009-01-20 1,412 1,412 SL 5.000000000000 0 0    
    RHEEM HEAT PUMP 2011-06-16 5,950 3,373 SL 15.000000000000 397 0    
    ARCHITECT PLANS FOR CONVENT 2013-09-01 18,440 2,975 SL 39.000000000000 473 0    
    3405 NOTTING DRIVE - RICHMOND COUNTY 1995-04-30 3,600   VAR 0 % 0 0    
    LOT 134 BELLE MEADE SUBDIVISION 2010-11-03 100,000   VAR 0 % 0 0    
    3133 WASH RD NW LAND 2003-10-10 75,000   L   0 0    
    SACRED HEART PROP. RECTORY BLD 1994-12-08 170,000 106,427 ADS 40.000000000000 4,250 0    
    SACRED HEART PROP.EQP.APL. RECTORY 1994-12-08 30,000 30,000 ADS 12.000000000000 0 0    
    SACRED HEART PROP. EQP.APL. CONVENT 1994-12-08 20,000 20,000 ADS 12.000000000000 0 0    
    HARRISON HOUSE - THOMSON, MCDUFFIE COUNTY, GA 1995-04-30 56,304 56,304 ADS 12.000000000000 0 0    
    CHAIR 1999-06-22 300 300 ADS 10.000000000000 0 0    
    DESK 1999-06-22 950 950 ADS 10.000000000000 0 0    
    TABLE 1999-06-22 650 650 ADS 10.000000000000 0 0    
    WASHINGTON ROAD - THOMSON, GA 1995-04-30 2,873   VAR 0 % 0 0    
    ADAMS PROPERTY - SURVEY 2005-07-18 21,868   VAR 0 % 0 0    
    ADAMS PROPERTY - ENGINEERING 2006-08-09 5,735   VAR 0 % 0 0    
    FOOTSTOOL 1999-06-22 88 88 ADS 10.000000000000 0 0    
    SACRED HEART PROP. EQP.APL.CHURCH 1994-12-08 90,000 90,000 ADS 12.000000000000 0 0    
    CHEST/BAR 1999-06-22 300 300 ADS 10.000000000000 0 0    
    LAND 742 STAGECOACH RD 2005-07-18 20,000   L   0 0    
    3133 WASH RD NW - HOUSE 2003-10-10 338,000 136,960 ADS 40.000000000000 8,450 0    
    BAK COMPUTER 2003-09-11 2,194 2,194 ADS 5.000000000000 0 0    
    HP VECTRA VL420 COMPUTER 2002-04-30 1,873 1,873 ADS 5.000000000000 0 0    
    KITCHEN TABLE 1999-06-22 250 250 ADS 10.000000000000 0 0    
    WRIGHTSBORO ROAD SUBDIVISION 1995-04-30 27,704   VAR 0 % 0 0    
    WOODBINE WEST - RICHMOND CO. 1995-04-30 179,352   VAR 0 % 0 0    
    USDA BUILDING - MCDUFFIE COUNTY, GA 1995-04-30 250,000 154,427 ADS 40.000000000000 6,250 0    
    3133 WASHINGTON RD - ROOF 2015-02-12 29,717 3,715 SL 39.000000000000 762 0    
    USDG BLDG - HVAC UNITS 2015-04-02 5,950 2,312 200DB 7.000000000000 265 0    
    ADAMS PROPERTY - MCDUFFIE CO. 1995-04-30 76,368   VAR 0 % 0 0    
    SACRED HEART SCHOOL BUILDING 1999-10-31 593,836 300,011 ADS 40.000000000000 14,846 0    
    DESK CHAIR 1999-06-22 200 200 ADS 10.000000000000 0 0    
    PERSIAN RUG 1999-06-22 4,850 4,850 ADS 10.000000000000 0 0    
    CHINESE TABLE LAMP 1999-06-22 75 75 ADS 10.000000000000 0 0    
    MIRROR 1999-06-22 600 600 ADS 10.000000000000 0 0    
    HOUSE - 742 STAGECOACH RD 2005-07-18 40,100 14,454 SL 40.000000000000 1,003 0    
    CDW COMPUTER (BAIRD) 2002-07-03 2,234 2,234 ADS 5.000000000000 0 0    
    781 STAGECOACH RD - HOUSE 2003-10-10 175,000 70,911 ADS 40.000000000000 4,375 0    
    STABLES - MCDUFFIE COUNTY, GA 1995-04-30 151,690 93,699 ADS 40.000000000000 3,792 0    
    3 RAIL WHITE VINYL FENCE 2006-04-13 6,309 4,336 SL 20.000000000000 315 0    
    ARCHITECT PLANS FOR CONVENT 2013-09-01 7,020 1,133 SL 39.000000000000 180 0    
    RENOVATION OF CONVENT 2013-09-01 62,598 10,098 SL 39.000000000000 1,605 0    
    RENOVATION TO CONVENT 2013-09-01 6,546 1,056 SL 39.000000000000 168 0    
    RENOVATION OF CONVENT 2013-09-01 73,473 11,853 SL 39.000000000000 1,884 0    
    RENOVATION OF CONVENT 2013-09-01 262,652 42,370 SL 39.000000000000 6,734 0    
    RENOVATION OF CONVENT 2013-09-01 217,933 35,158 SL 39.000000000000 5,588 0    
    RENOVATION OF CONVENT 2013-09-01 297,237 47,950 SL 39.000000000000 7,621 0    
    RENOVATION OF CONVENT 2013-09-01 168,764 27,225 SL 39.000000000000 4,327 0    
    TABLE/BOOKSTAND 1999-06-22 400 400 ADS 10.000000000000 0 0    
    WHITE VINYL FENCE 2013-02-13 9,364 2,029 SL 15.000000000000 312 0    
    SACRED HEART CULT CTR - ROOF 2014-11-18 120,714 15,862 SL 39.000000000000 3,095 0    
    IMPROVEMENTS SACRED HEART 2014-08-14 5,500 758 SL 39.000000000000 141 0    
    RHEEM HEAT PUMP 2014-02-21 5,950 5,153 200DB 7.000000000000 531 0    
    9.82 ACRES WEST SIDE HWY 2006-10-31 88,003   VAR 0 % 0 0    
    SACRED HEART SCHOOL LAND IMPROVEMENTS 1999-10-31 27,314 27,314 ADS 20.000000000000 0 0    
    781 STAGECOACH - A/C UNIT - LOW HOUSE 2007-03-22 7,200 7,200 SL 10.000000000000 0 0    
    RENOVATION OF CONVENT 2013-09-01 12,692 2,046 SL 39.000000000000 325 0    
    KNOICA MINOLTA COPIER 2017-12-05 4,968   200DB 5.000000000000 0 0    
    SACRED HEART IMPROVEMENTS 2017-02-22 88,546 6,527 SL 39.000000000000 2,270 0    
    COMPUTER EQUIPMENT 2018-05-21 2,126 673 SL 5.000000000000 425 0    
    3 DESK 2018-08-17 11,398 2,171 SL 7.000000000000 1,628 0    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AMERICA NON-CALL 12/31/49 @ 7.25 189,823 189,823
    CITIGROUP INC PFD NON CUMULATIVE SER 56,880 56,880
    GOLDMAN SACS 109,320 109,320
    NUSTAR LOGISTICS 64,440 64,440
    PNC FINANCIAL SERVICES GROUP 80,340 80,340
    REGIONS FINL CORP 1ST CALLABLE 140,600 140,600
    WELLS FARGO & CO. PFD (WACHOVIA) 273,222 273,222

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Name of Stock End of Year Book Value End of Year Fair Market Value
    43,624 SHS COUSINS PROPERTIES 1,461,393 1,461,393
    250,000 SHS EQUITY RESID PROPE 14,820,000 14,820,000
    BELLE MEADE - 5010 SHS 11,000 11,000
    RAYONIER INC - 35000 SHS 1,028,300 1,028,300
    MK FUND OF FUNDS II, QP 162,502 162,502
    WP CAREY, INC 1,411,600 1,411,600
    FIRST GLOBAL TARGET 15 1,210,205 1,210,205
    AIR PRODUCTS & CHEMICALS 356,552 356,552
    ALLSTATE CORPORATION 439,720 439,720
    ALPHABET INCORPORATED 595,898 595,898
    AMAZON COM 1,302,772 1,302,772
    AMGEN INC. 459,840 459,840
    APPLE INC 1,326,900 1,326,900
    BECTON DICKINSON & CO 347,305 347,305
    BEST BUY INC. 498,950 498,950
    BOOKING HLDGS 445,454 445,454
    CME GROUP INC 546,150 546,150
    CVS HEALTH CORP 341,500 341,500
    CHEVRON CORP 337,800 337,800
    CISCO SYSTEMS 269,843 269,843
    COMCAST CORP CLASS A 459,496 459,496
    HALLIBURTON COMPANY 283,500 283,500
    HOME DEPOT INCORPORATED 985,450 985,450
    INTERCONTINENTAL EXCHANGE 720,563 720,563
    IQVIA HLDGS INC 537,510 537,510
    JP MORGAN CHASE & COMPANY 508,280 508,280
    KANSAS CITY SOUTHERN CO 408,260 408,260
    L3HARRIS TECNOLOGIES INC. 378,040 378,040
    LAUDER ESTEE COMPANIES INC. 798,570 798,570
    MARATHON PETE CO 310,200 310,200
    MERCK & COMPANY INC. 409,000 409,000
    MICROSOFT CORPORATION 1,112,100 1,112,100
    MOTOROLA SOLUTIONS INC. 425,150 425,150
    PIONEER NAT RES COMPANY 335,976 335,976
    SALESFORCE COM 682,054 682,054
    UNION PAC CORPORATION 520,550 520,550
    UNITEDHEALTH GROUP INC. 596,156 596,156
    VERIZON COMMUNICATIONS 352,500 352,500
    VISA INCORPORATED 874,920 874,920
    WALMART INCORPORATED 432,450 432,450
    EATON CORPORATION 510,595 510,595
    MEDTRONIC PLC SHS 468,560 468,560
    TRANE TECHNOLOGIES PLC SHS 469,883 469,883
    CHUBB LIMITED 384,800 384,800
    NXP SEMICONDUCTORS INC. 564,486 564,486
    SPDR S&P 500 ETF (SPY) 560,820 560,820
    FIDUS INVT CORP 125,118 125,118
    TCG BDC INC 41,040 41,040
    FERRELL GAS PARTNERS LP 8.625% 20,250 20,250
    AFLAC INC 53,364 53,364
    ABBOTT LABS 82,118 82,118
    ABBVIE INC 85,720 85,720
    ALPHABET INC 175,264 175,264
    AMAZON COM INC. 159,590 159,590
    AMETEK INCORPORATION 101,590 101,590
    APPLE INC 265,380 265,380
    AUTOZONE 59,272 59,272
    BANK AMER CORPORATION 45,465 45,465
    BECTON DICKINSON & COMPANY 50,044 50,044
    BERKSHIRE HATHAWAY INC 104,342 104,342
    BROADCOM INCORPORATED 175,140 175,140
    CHEVRON CORPORATION 38,003 38,003
    COMCAST CORP 83,840 83,840
    CUMMINS INC 79,485 79,485
    ENVESTNET INC. 45,260 45,260
    FACEBOOK INC 109,264 109,264
    GENERAL ELECTRIC 113,400 113,400
    HOME DEPOT INC 92,967 92,967
    HONEYWELL INTERNATION 79,763 79,763
    INTEL CORP 99,640 99,640
    JP MORGAN CHASE & CO 114,363 114,363
    KEYSIGHT TECHNOLOGIES 118,881 118,881
    MICROSOFT CORP 196,842 196,842
    PEPSICO INC 88,980 88,980
    RAYTHEON COMPANY 70,938 70,938
    STRYKER CORP 63,710 63,710
    THERMO FISHER SCIENTIFIC INC. 93,156 93,156
    TRACTOR SUPPLY 77,319 77,319
    UNITEDHEALTH GROUP 96,437 96,437
    VERIZON COMMUNICATIONS INC. 50,819 50,819
    VISA INC 76,556 76,556
    WALMART INC. 69,913 69,913
    WALGREENS BOOTS ALLIANCE 47,856 47,856
    ZOETIS INC. CLASS A 36,410 36,410
    ACCENTURE PLC 78,363 78,363
    MEDTRONIC 58,570 58,570
    AMERICAN TOWER CORP. REIT 56,115 56,115
    INVESCO S&P 500 LOW (SPLV) 67,476 67,476
    ISHARES TR MSCI MIN VOL (USMV) 67,880 67,880
    SPDR S7P 500 ETF TRUST (SPY) 93,470 93,470
    SPDR CONSUMER STAPLES SELECT FUND (XLP) 57,670 57,670
    ISHARES TR RUSSELL 2000 - IWM 278,013 278,013
    ISHARES TR CORE MSCI EURO IEUR 379,767 379,767
    SECTOR SPDR TR SBI HEALTHCARE XLV 479,284 479,284
    SECTOR SPDR TR SBI CONS DISCR XLY 479,768 479,768
    SPDR ENERGY SLECT SECTOR FUND - XLE 150,046 150,046
    SPDR FINANCIAL SELECT SECTOR FUND - XLF 511,449 511,449
    SPDR INDUSTRIAL SELECT SECTOR FUND - XLI 489,327 489,327
    SECTOR SPDR TR SBI INT TECH XLK 598,482 598,482
    SECTOR SPDR COMMUNICATION SERVICES - XLC 458,594 458,594
    VANGUARD INTL EQUITY INDEX FD INC FT 877,092 877,092
    VANGUARD INTL EQUITY INDEX FDS MSCI 260,180 260,180
    ABBVIE INCORPORATED 535,750 535,750
    AMERICAN ELEC PWR COMPANY INC. 539,590 539,590
    AMERICAN EXPRESS 459,458 459,458
    ASTRAZENECA PLC SPONSORED ADR 661,868 661,868
    BLACKROCK INC. 440,139 440,139
    CARDINAL HEALTH INC. 426,338 426,338
    COCA COLA 622,434 622,434
    COLGATE PALMOLIVE 405,317 405,317
    COMCAST CORP. 429,680 429,680
    FIDELITY NATL INFORMATION SVCS 643,643 643,643
    GENUINE PARTS CO 672,881 672,881
    GLOBAL PMTS. INC. 695,807 695,807
    HOME DEPOT INC 632,176 632,176
    HONEYWELL INTERNATIONAL INC 425,400 425,400
    HUBBELL INC 454,691 454,691
    INTERNATIONAL BUSINESS MACHINES 394,004 394,004
    JPMORGAN CHASE & CO. 452,369 452,369
    JOHNSON & JOHNSON 672,013 672,013
    M & T BANK CORP 430,274 430,274
    MARSH & MCLENNAN CO. INC. 429,390 429,390
    MERCK & CO INC 649,492 649,492
    MICROSOFT CORP 736,210 736,210
    MONDELEZ INTERNATIONAL INC. CLASS A 584,700 584,700
    NORTHERN TRUST CORP 435,895 435,895
    OMNICOM GROUP INC 485,239 485,239
    PHILIP MORRIS INTERNATIONAL INC 644,106 644,106
    PROCTER & GAMBLE CO 637,261 637,261
    RAYTHEON TECHNOLOGY CORP. 443,362 443,362
    S & P GLOBAL INC 394,476 394,476
    SAP SE SPON ADR (GERMANY) SAP 382,043 382,043
    STARBUCKS CORP 502,806 502,806
    TEXAS INSTRUMENTS INC. 433,303 433,303
    3M COMPANY 428,236 428,236
    UNITED PARCEL SERVICE INC. 658,444 658,444
    VISA INC COM CLASS A 437,460 437,460
    ACCENTURE PLC IRELAND SHS CLASS A 444,057 444,057
    JOHNSON CONTROLS INT PLC SHS 443,071 443,071
    MEDTRONIC PLC SHS 684,098 684,098
    WILLIS TOWERS WATSON PUB 597,699 597,699
    CHUBB LIMITED SHS SWITZERLAND 641,846 641,846
    AMERICAN SOFTWARE INC 197,455 197,455
    ARES MANAGEMENT CORPORATION 58,813 58,813
    ATRION CORP 122,026 122,026
    AVNET INC 122,885 122,885
    BANCFIRST CORP 149,098 149,098
    BLACK HILL CORP. 143,179 143,179
    BRINKLER INTERNATIONAL INC 113,140 113,140
    BROADRIDGE FINL SOLUTIONS INC. 76,600 76,600
    BROOKS AUTOMATION INC. 295,148 295,148
    BRYN MAWR BK CORP 100,964 100,964
    CAMECO CORP 133,840 133,840
    CARTERS INCORPORATED 84,663 84,663
    CASEYS GENERAL STORES INC. 258,999 258,999
    CASS INFORMATION SYSTEMS INC. 113,500 113,500
    CHOICE HOTELS INTERNATIONAL 227,335 227,335
    COMPASS MINERAL INTERNATIONAL 98,752 98,752
    COMPUTER PROGRAMS AND SYSTEMS 107,360 107,360
    CORE MARK HOLDING COMPANY 32,894 32,894
    CRACKER BARREL OLD CTRY STORE 68,598 68,598
    DELEK US HLDGS INCORPORATED 20,248 20,248
    ESCO TECHNOLOGIES INC. 206,440 206,440
    FIRST HAWAIIAN INC 82,530 82,530
    FIRST LONG IS CORPORATION 83,003 83,003
    FLOWERS FOODS INC 90,520 90,520
    FRANKLIN ELEC INC 173,025 173,025
    FULLER H B COMPANY 94,940 94,940
    GLACIER BANCORP INC NEW 57,513 57,513
    HACKETT GROUP INC 138,144 138,144
    HANOVER INS GROUP 58,460 58,460
    HEALTHCARE SVCS GRP INCORP 126,450 126,450
    HEXCELL CORPORATION 82,433 82,433
    HUBBELL INCORPORATED 141,111 141,111
    KAMAN CORPORATION 72,555 72,555
    LANDSTAR SYSTEMS INC. 95,609 95,609
    LEGGETT & PLATT INC. 73,981 73,981
    LITTEL FUSE INCORPORATION 147,703 147,703
    LUMINEX CORP 104,040 104,040
    MGP INGREDIENTS INC 30,589 30,589
    MSC INDL DIRECT INC 138,400 138,400
    MTS SYSTEMS CORPORATION 159,940 159,940
    MERCURY GENL CORP 41,768 41,768
    MONRO INC. 106,600 106,600
    MOOG INC 157,014 157,014
    MUELLER WTS PRODUCTS INC. 167,130 167,130
    NATIONAL INSTRS 94,471 94,471
    OLD REP INTERNATIONAL CORPORATION 102,492 102,492
    PEGASYSTEMS INC. 109,273 109,273
    PERKINELMER INC. 93,275 93,275
    POWER INTEGRATIONS INC 255,403 255,403
    PRICESMART INCORPORATED 127,526 127,526
    PSYCHEMEDICS CORPORATION COM 64,439 64,439
    SM ENERGY COMPANY 36,720 36,720
    SIMULATIONS PLUS INCORPORATED 1,188,838 1,188,838
    SMITH A O 65,784 65,784
    SOUTH ST CORP 72,300 72,300
    STERLING BANCORP DEL 134,850 134,850
    TRICO BANCSHARES 77,616 77,616
    US PHYSICAL THERAPY INC. 44,493 44,493
    VALLEY NATL BANCORP 117,000 117,000
    VALMONT INDUSTRIES INC 104,958 104,958
    WATSCO INCORPORATED 104,213 104,213
    WOLVERINE WORLD WIDE INC 162,188 162,188
    WOODWORD INCORPORATED 243,060 243,060
    NVENT ELECTRIC PLC SHS 135,082 135,082
    CORESITE REALTY CORP 187,920 187,920
    FOUR CORNERS PROPERTY 44,655 44,655
    PEBBLEBROOK HOTEL 37,600 37,600
    PHYSICIANS RLTY TR REIT 62,300 62,300
    LAZARD LIMITED SHRS A 99,405 99,405

    TY 2020 InvestmentsLandSchedule2
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    RENOVATION OF CONVENT 91,989 17,200 74,789  
    LOVE SEAT 200 200 0  
    LIBRARY "LADDER" 400 400 0  
    COUCH 500 500 0  
    ADAMS PROPERTY - ENGINEERING 23,690 0 23,690  
    SACRED HEART PROP.LND 300,000 0 300,000  
    CHAIR 300 300 0  
    FILE CABINETS 1,193 1,193 0  
    DOORS IN RED CROSS BLDG 7,148 7,148 0  
    A/C UNIT - 742 STAGECOACH 3,950 3,950 0  
    USDA BUILDING - A/C UNIT 4,750 4,750 0  
    EIGHT NATIVE AMERICAN PRINTS 1,200 1,200 0  
    SET OF THREE NATIVE AMERICAN PRINTS 900 900 0  
    SACRED HEART - STAINED GLASS WINDOWS REPAIR 375,558 183,085 192,473  
    3232 FAIRFAX DRIVE - RICHMOND COUNTY 4,500 0 4,500  
    SACRED HEART - ROOF 87,585 13,195 74,390  
    SACRED HEART PROP. CHURCH BLD 600,000 390,625 209,375  
    TEA CADDY 200 200 0  
    SACRED HEART PROP. CONVENT BLD 170,000 110,677 59,323  
    SACRED HEART PROP. SCHOOL BLD 15,000 9,766 5,234  
    SACRED HEART PROP. PARKING IMPROVEMENTS 62,013 62,013 0  
    LOT 84 BELLE MEADE SUBDIVISION 17,072 0 17,072  
    "CENTER" TABLE 300 300 0  
    BOOKCASE 2,500 2,500 0  
    1331 GREENE STREET 40,000 0 40,000  
    LOT 97 BELLE MEADE SUBDIVISION 9,214 0 9,214  
    PLANS FOR CONVENT RENOVATION 2,400 451 1,949  
    WOODBINE WEST 4.37 ACRES - 9 LOTS 414,549 0 414,549  
    RHEEM HEAT PUMP 5,950 3,770 2,180  
    ARCHITECT PLANS FOR CONVENT 18,440 3,448 14,992  
    3405 NOTTING DRIVE - RICHMOND COUNTY 3,600 0 3,600  
    LOT 134 BELLE MEADE SUBDIVISION 100,000 0 100,000  
    3133 WASH RD NW LAND 75,000 0 75,000  
    SACRED HEART PROP. RECTORY BLD 170,000 110,677 59,323  
    SACRED HEART PROP.EQP.APL. RECTORY 30,000 30,000 0  
    SACRED HEART PROP. EQP.APL. CONVENT 20,000 20,000 0  
    HARRISON HOUSE - THOMSON, MCDUFFIE COUNTY, GA 56,304 56,304 0  
    TABLE 650 650 0  
    WASHINGTON ROAD - THOMSON, GA 2,873 0 2,873  
    ADAMS PROPERTY - SURVEY 21,868 0 21,868  
    ADAMS PROPERTY - ENGINEERING 5,735 0 5,735  
    SACRED HEART PROP. EQP.APL.CHURCH 90,000 90,000 0  
    CHEST/BAR 300 300 0  
    LAND 742 STAGECOACH RD 20,000 0 20,000  
    3133 WASH RD NW - HOUSE 338,000 145,410 192,590  
    KITCHEN TABLE 250 250 0  
    WRIGHTSBORO ROAD SUBDIVISION 27,704 0 27,704  
    WOODBINE WEST - RICHMOND CO. 179,352 0 179,352  
    USDA BUILDING - MCDUFFIE COUNTY, GA 250,000 160,677 89,323  
    3133 WASHINGTON RD - ROOF 29,717 4,477 25,240  
    USDG BLDG - HVAC UNITS 5,950 5,552 398  
    ADAMS PROPERTY - MCDUFFIE CO. 76,368 0 76,368  
    SACRED HEART SCHOOL BUILDING 593,836 314,857 278,979  
    PERSIAN RUG 4,850 4,850 0  
    MIRROR 600 600 0  
    HOUSE - 742 STAGECOACH RD 40,100 15,457 24,643  
    781 STAGECOACH RD - HOUSE 175,000 75,286 99,714  
    STABLES - MCDUFFIE COUNTY, GA 151,690 97,491 54,199  
    3 RAIL WHITE VINYL FENCE 6,309 4,651 1,658  
    ARCHITECT PLANS FOR CONVENT 7,020 1,313 5,707  
    RENOVATION OF CONVENT 62,598 11,703 50,895  
    RENOVATION TO CONVENT 6,546 1,224 5,322  
    RENOVATION OF CONVENT 73,473 13,737 59,736  
    RENOVATION OF CONVENT 262,652 49,104 213,548  
    RENOVATION OF CONVENT 217,933 40,746 177,187  
    RENOVATION OF CONVENT 297,237 55,571 241,666  
    RENOVATION OF CONVENT 168,764 31,552 137,212  
    TABLE/BOOKSTAND 400 400 0  
    WHITE VINYL FENCE 9,364 7,023 2,341  
    SACRED HEART CULT CTR - ROOF 120,714 18,957 101,757  
    IMPROVEMENTS SACRED HEART 5,500 899 4,601  
    RHEEM HEAT PUMP 5,950 5,684 266  
    9.82 ACRES WEST SIDE HWY 88,003 0 88,003  
    SACRED HEART SCHOOL LAND IMPROVEMENTS 27,314 27,314 0  
    781 STAGECOACH - A/C UNIT - LOW HOUSE 7,200 7,200 0  
    RENOVATION OF CONVENT 12,692 2,371 10,321  
    SACRED HEART IMPROVEMENTS 88,546 8,797 79,749  

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EUCHEE CREEK INVESTORS AT COST 103,706 103,706

    TY 2020 LandEtcSchedule2
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    CHAIR 300 300 0 0
    DESK 950 950 0 0
    DESK CHAIR 200 200 0 0
    KNOICA MINOLTA COPIER 4,968 4,968 0 0
    COMPUTER EQUIPMENT 2,126 1,098 1,028 1,028
    3 DESK 11,398 3,799 7,599 7,599


    TY 2020 LegalFeesSchedule
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,692 0   0


    TY 2020 OtherAssetsSchedule
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 8,058 4,205 4,205


    TY 2020 OtherDecreasesSchedule
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Description Amount
    UNREALIZED LOSS IN INVESTMENTS 1,621,062
    PENALTIES 672
    NONDEDUCTIBLE EXPENSE FROM K-1 20


    TY 2020 OtherExpensesSchedule
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMPUTER EXPENSE 1,990 0   0
    OFFICE SUPPLIES 489 0   0
    AMORTIZATION/ACRETION 63 0   0
    BANK CHARGES 215 0   0
    OPERATING EXPENSE RENTALS 106,582 106,582   0
    RENTAL EXPENSE USDA BLDG 11,663 11,663   0
    RENTAL EXPENSE GREENE ST 22,713 22,713   0
    INSURANCE 39,809 39,809   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MK FUND OF FUNDS-ORD INC -829 -829 -829
    EUCHEE CREEK INVESTORS 25,348 25,348 25,348
    MK FUND OF FUNDS - OTHER 4 4 4
    MISCELLANEOUS INCOME 50 50 50


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 435,237 217,619   217,618
    INVESTMENT FEES 7,215 7,215   0
    MK FUND OF FUNDS - OTHER EXPENSES 8,216 0   0
    PTP - OTHER EXPENSES 16 16   0
    INVESTMENT INTEREST - FROM K1S 1,046 0   0


    TY 2020 TaxesSchedule
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 15,572 15,572   0
    EXCISE TAXES 48,183 0   0
    PROPERTY TAXES 45,727 45,727   0