Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
JAMES M COX FOUNDATION OF GEORGIA INC
 
Number and street (or P.O. box number if mail is not delivered to street address)6205-A PEACHTREE DUNWOODY ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA303284524
A Employer identification number

58-6032469
B Telephone number (see instructions)

(678) 645-4659
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$926,480,901
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 50,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 17,123,145 17,123,145  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 61,581,297
b Gross sales price for all assets on line 6a 807,900,149
7 Capital gain net income (from Part IV, line 2)... 61,581,297
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)....... 1,216,149 1,425,082  
12 Total. Add lines 1 through 11........ 129,920,591 80,129,524  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 6,468 0   6,468
b Accounting fees (attach schedule)....... 66,290 0   30,350
c Other professional fees (attach schedule).... 4,602,122 4,587,047   15,075
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,124,060 40,248   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 42,531 7,446   35,085
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,841,471 4,634,741   86,978
25 Contributions, gifts, grants paid....... 55,381,500 33,902,334
26 Total expenses and disbursements. Add lines 24 and 25 61,222,971 4,634,741   33,989,312
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 68,697,620
b Net investment income (if negative, enter -0-) 75,494,783
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 16,592,180 26,148,811 26,148,811
3 Accounts receivable bullet5,056,810
Less: allowance for doubtful accounts bullet   3,036,577 5,056,810 5,056,810
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 499,882,985 Click to see attachment563,194,878 702,673,407
c Investments—corporate bonds (attach schedule)....... 21,407,160 Click to see attachment11,335,180 11,509,879
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 77,589,052 Click to see attachment102,953,374 180,753,411
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment342,896 Click to see attachment338,583 Click to see attachment338,583
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 618,850,850 709,027,636 926,480,901
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 15,308,334 36,787,500
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)......... 15,308,334 36,787,500
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 603,542,516 672,240,136
29 Total net assets or fund balances (see instructions)..... 603,542,516 672,240,136
30 Total liabilities and net assets/fund balances (see instructions). 618,850,850 709,027,636
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
603,542,516
2
Enter amount from Part I, line 27a .....................
2
68,697,620
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
672,240,136
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
672,240,136
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b ST GAIN FROM K-1: ACADIAN P    
c LT GAIN FROM K-1: ACADIAN P    
d ST GAIN FROM K-1: BDT CAPITAL PARTNERS FUND 3 P    
e LT GAIN FROM K-1: BDT CAPITAL PARTNERS FUND 3 P    
LT GAIN FROM K-1: BDT CAPITAL PARTNERS FUND I-A P    
ST GAIN FROM K-1: BDT CAPITAL PARTNERS FUND II P    
LT GAIN FROM K-1: BDT CAPITAL PARTNERS FUND II P    
LT GAIN FROM K-1: FALFURRIAS CAPITAL PARTNERS III P    
LT GAIN FROM K-1: FALFURRIAS CAPITAL PARTNERS IV P    
ST GAIN FROM K-1: TTV FUND V P    
LT GAIN FROM K-1: TTV FUND V P    
ACADIAN ALL COUNTRY WORLD EX US FUND P    
MILLENIUM INT. DISTRIBUTION IN EXCESS OF BASIS 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 804,132,139   754,183,738 49,948,401
b       159,558
c       920,012
d       181
e       519,896
      460,761
      63,614
      1,107,793
      1,756,050
      424,738
      463,185
      2,087,246
132,528   98,148 34,380
3,635,482     3,635,482
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       49,948,401
b       159,558
c       920,012
d       181
e       519,896
      460,761
      63,614
      1,107,793
      1,756,050
      424,738
      463,185
      2,087,246
      34,380
      3,635,482
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 61,581,297
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,049,377
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 1,049,377
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,046,434
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 185,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,231,434
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 182,057
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet182,057 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.COXFOUNDATION.COM
    14
    The books are in care ofbulletCOX FOUNDATIONS COX ENTERPRISES I Telephone no.bullet (678) 645-0000

    Located atbullet6205-A PEACHTREE DUNWOODY ROADATLANTAGA ZIP+4bullet30328
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JAMES C KENNEDY CHAIRMAN/PRESIDENT/TRUSTEE
    0.40
    0 0 0
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    NANCY K RIGBY TREASURER/SECRETARY/TRUSTEE
    15.00
    0 0 0
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    ALEXANDER C TAYLOR VICE PRESIDENT/TRUSTEE
    0.40
    0 0 0
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    JOHN M DYER TRUSTEE
    0.40
    0 0 0
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    BARBARA K HARTY VICE PRESIDENT/TRUSTEE
    0.40
    0 0 0
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    JESSIE S MCKELLAR ASSISTANT SECRETARY
    15.00
    0 0 0
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    JENNIFER E BLAKE ASSISTANT SECRETARY (UNTIL 04/21)
    15.00
    0 0 0
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    STG PARTNERS INVESTMENT MANAGEMENT FEES 4,454,519
    3455 PEACHTREE ROAD NE SUITE 1000
    ATLANTA,GA30326
    ACADIAN ASSET MANAGEMENT LLC INVESTMENT MANAGEMENT FEES 132,528
    260 FRANKLIN STREET
    BOSTON,MA02110
    RSM US LLP ACCOUNTING 66,290
    331 WEST 3RD STREET SUITE 200
    DAVENPORT,IA52801
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    665,875,793
    b
    Average of monthly cash balances.......................
    1b
    26,653,715
    c
    Fair market value of all other assets (see instructions)................
    1c
    180,753,412
    d
    Total (add lines 1a, b, and c).........................
    1d
    873,282,920
    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
    873,282,920
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    13,099,244
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    860,183,676
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    43,009,184
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    43,009,184
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,049,377
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,049,377
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    41,959,807
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    41,959,807
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    41,959,807
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 41,959,807
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 21,444,967
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 33,989,312
    a Applied to 2020, but not more than line 2a 21,444,967
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 12,544,345
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    29,415,462
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    APPLICATIONS ARE ONLY ACCEPTED ONLI
    6205-A PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    (678) 645-4659
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS ARE ONLY ACCEPTED ONLINE. VISIT WWW.COXFOUNDATION.COM TO LEARN ABOUT APPLICATION CONTENT AND ACCESS LINK TO ON-LINE SUBMISSION FORM.
    cAny submission deadlines:
    VISIT WWW.COXFOUNDATION.COM FOR SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    VISIT WWW.COXFOUNDATION.COM FOR RESTRICTIONS/LIMITATIONS ON ELIGIBILITY.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    JUST PEOPLE INC
    1412 OAKBROOK DRIVE
    NORCROSS,GA30093
    N/A PC GENERAL OPERATING SUPPORT 25,000
    AMERICAN RIVERS
    1101 14TH STREET NW SUITE 1400
    WASHINGTON,DC20005
    N/A PC GENERAL OPERATING SUPPORT 50,000
    ATLANTA BOTANICAL GARDEN
    1345 PIEDMONT AVENUE NE
    ATLANTA,GA30309
    N/A PC GENERAL OPERATING SUPPORT 75,000
    ATLANTA BOTANICAL GARDEN
    1345 PIEDMONT AVENUE NE
    ATLANTA,GA30309
    N/A PC SUPPORT PURCHASE OF PROPERTY 5,000,000
    ATLANTA POLICE FOUNDATION
    191 PEACHTREE STREET SUITE 191
    ATLANTA,GA30303
    N/A PC CAPITAL CAMPAIGN SUPPORT 3,333,333
    ATLANTA POLICE FOUNDATION
    191 PEACHTREE STREET SUITE 191
    ATLANTA,GA30303
    N/A PC PROGRAM SUPPORT 333,334
    ATLANTA SPEECH SCHOOL
    3160 NORTHSIDE PARKWAY
    ATLANTA,GA30327
    N/A PC SPECIAL PROJECT SUPPORT 1,900,000
    BIG BROTHERS BIG SISTERS OF METRO ATLANTA
    PO BOX 78215
    ATLANTA,GA30357
    N/A PC UNRESTRICTED SUPPORT; ANNE COX CHAMBERS AWARD BENEFICIARY 10,000
    BIG BROTHERS BIG SISTERS OF METRO ATLANTA
    PO BOX 78215
    ATLANTA,GA30357
    N/A PC CAPITAL CAMPAIGN SUPPORT 250,000
    BIG NFP
    6011 S ST LAWRENCE AVENUE
    CHICAGO,IL60637
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 10,000
    BOYS & GIRLS CLUBS OF AMERICA
    1275 PEACHTREE STREET NE
    ATLANTA,GA30309
    N/A PC SUPPORT FOR INNOVATION LABS 150,000
    BOYS & GIRLS CLUBS OF AMERICA
    1275 PEACHTREE STREET NE
    ATLANTA,GA30309
    N/A PC SUPPORT SCHOLARSHIP ENDOWMENT 250,000
    CAMP TWIN LAKES
    1100 SPRING STREET NW SUITE 260
    ATLANTA,GA30309
    N/A PC CAPITAL CAMPAIGN SUPPORT 333,334
    CAPITAL AREA UNITED WAY
    700 LAUREL STREET
    BATON ROUGE,LA70802
    N/A PC SUPPORT FOR HURRICANE IDA RELIEF 25,000
    CHASTAIN HORSE PARK
    4317 POWERS FERRY ROAD NW
    ATLANTA,GA30327
    N/A PC CAPITAL CAMPAIGN SUPPORT 100,000
    CHATTAHOOCHEE RIVERKEEPER INC
    916 JOSEPH LOWERY BLVD NW
    ATLANTA,GA30318
    N/A PC PROGRAM SUPPORT 50,000
    CHATTAHOOCHEE RIVERKEEPER INC
    916 JOSEPH LOWERY BLVD NW
    ATLANTA,GA30318
    N/A PC UNRESTRICTED SUPPORT; CHAIRMAN'S CHALLENGE AWARD BENEFICIARY 15,000
    CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION
    1687 TULLIE CIR NE
    ATLANTA,GA30329
    N/A PC CAPITAL CAMPAIGN SUPPORT 2,000,000
    CITY OF REFUGE INC
    1300 JOSEPH E BOONE BLVD NW
    ATLANTA,GA30314
    N/A PC CAPITAL CAMPAIGN SUPPORT 300,000
    COMMUNITIES IN SCHOOLS OF ATLANTA INC
    260 PEACHTREE STREET SUITE 750
    ATLANTA,GA30303
    N/A PC PROGRAM SUPPORT 150,000
    COMMUNITY ASSISTANCE CENTER
    1130 HIGHTOWER TRAIL
    SANDY SPRINGS,GA30350
    N/A PC CAPITAL CAMPAIGN SUPPORT 100,000
    DDD FOUNDATION
    3103 CLAIRMONT RD NE SUITE C
    BROOKHAVEN,GA30329
    N/A PC CAPITAL CAMPAIGN SUPPORT 20,000
    DIANA GREGORY OUTREACH SERVICES FOUNDATION
    1934 E CAMELBACK ROAD SUITE 120-223
    PHOENIX,AZ85016
    N/A PC UNRESTRICTED SUPPORT; CHAIRMAN'S CHALLENGE AWARD BENEFICIARY 2,500
    EARLY LEARNING PROPERTY MANAGEMENT
    1585 OLD NORCROSS ROAD SUITE 202
    LAWRENCEVILLE,GA30046
    N/A PC CAPITAL CAMPAIGN SUPPORT 75,000
    EAST ATLANTA COMMUNITY ASSOCIATION
    PO BOX 18366
    ATLANTA,GA30316
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 5,000
    EAST LAKE FOUNDATION INC
    2606 ALSTON DRIVE SE
    ATLANTA,GA30317
    N/A PC PROGRAM SUPPORT 500,000
    EMORY BRAIN HEALTH CENTER
    201 DOWMAN DRIVE SUITE 404
    ATLANTA,GA30322
    N/A PC MCI EMPOWERMENT PROGRAM SUPPORT 4,212,500
    EMORY HEALTHCARE
    201 DOWMAN DRIVE SUITE 404
    ATLANTA,GA30322
    N/A PC SPECIAL PROJECT SUPPORT - ADDICTION ALLIANCE OF GEORGIA 1,000,000
    EMORY HEALTHCARE
    201 DOWMAN DRIVE SUITE 404
    ATLANTA,GA30322
    N/A PC SUPPORT FOR COVID-19 TESTING EQUIPMENT 2,500,000
    FOOD WELL ALLIANCE
    970 JEFFERSON STREET NW
    ATLANTA,GA30318
    N/A PC GENERAL OPERATING SUPPORT 5,000
    FOOD WELL ALLIANCE
    970 JEFFERSON STREET NW
    ATLANTA,GA30318
    N/A PC GENERAL OPERATING AND PROGRAM SUPPORT 1,250,000
    FOOD WELL ALLIANCE
    970 JEFFERSON STREET NW
    ATLANTA,GA30318
    N/A PC GENERAL OPERATING AND PROGRAM SUPPORT 1,000,000
    FORWARD TOGETHER NEW ORLEANS
    5208 MAGAZINE STREET SUITE 350
    NEW ORLEANS,LA70115
    N/A PC SUPPORT FOR HURRICANE IDA RELIEF 25,000
    FRIENDS OF AMY BH GREENWELL ETHNOBOTANICAL GARDEN
    PO BOX 1053
    CAPTAIN COOK,HI96704
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 5,000
    FRIENDS OF THE FOREST PRESERVES
    411 S WELLS STREET 300
    CHICAGO,IL60607
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 5,000
    GEORGIA CAMPAIGN FOR ADOLESCENT POWER & POTENTIAL INC
    1718 PEACHTREE STREET NW SUITE 465
    ATLANTA,GA30309
    N/A PC TEEN PREGNANCY PREVENTION PROGRAMS SUPPORT 100,000
    GIVING HOPE INC
    13040 I 10 SERVICE ROAD
    NEW ORLEANS,LA70128
    N/A PC COMMUNITY CENTER SUPPORT 83,333
    GLEANERS FOOD BANK OF INDIANA INC
    3737 WALDEMERE AVENUE
    INDIANAPOLIS,IN42641
    N/A PC SUPPORT FOR PURCHASE OF A REFRIGERATED TRUCK 150,000
    INSTITUTE FOR GEORGIA ENVIRONMENTAL LEADERSHIP
    100 PEACHTREE STREET NW SUITE 1500
    ATLANTA,GA30303
    N/A PC SUPPORT FOR CAPACITY BUILDING EFFORTS 5,000
    LIFECYCLE BUILDING CENTER INC
    581 GREENWOOD AVENUE
    ATLANTA,GA30308
    N/A PC CAPITAL CAMPAIGN SUPPORT 175,000
    MALAMA LEARNING CENTER
    PO 1662
    HONOLULU,HI96806
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 7,500
    MAYOR'S HEALTHY CITY INITIATIVE
    222 SAINT LOUIS STREET
    BATON ROUGE,LA70802
    N/A PC SUPPORT FOR HURRICANE IDA RELIEF 25,000
    MERCY CARE FOUNDATION
    5134 PEACHTREE RD
    CHAMBLEE,GA30341
    N/A PC CAPITAL CAMPAIGN SUPPORT 500,000
    METRO ATLANTA RECOVERY RESIDENCES
    2815 CLEARVIEW PLACE
    DORAVILLE,GA30340
    N/A PC SUPPORT FOR VEHICLE PURCHASE 25,000
    MIAMI-DADE COASTAL CLEANUP INC
    800 WEST AVENUE 212
    MIAMI BEACH,FL33139
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 7,500
    MUST MINISTRIES INC
    1407 COBB PKWY NW
    MARIETTA,GA30062
    N/A PC CAPITAL CAMPAIGN SUPPORT 150,000
    NATIONAL MUSEUM OF THE MIGHTY EIGHTH AIR FORCE
    175 BOURNE AVENUE
    POOLER,GA31322
    N/A PC CAPITAL CAMPAIGN SUPPORT 200,000
    NORTH CAROLINA OUTWARD BOUND SCHOOL
    2582 RICEVILLE ROAD
    ASHEVILLE,NC28805
    N/A PC GENERAL OPERATING AND ATLANTA PROGRAM SUPPORT 152,000
    PARTNERS FOR HOME INC
    818 POLLARD BLVD 3RD FLOOR
    ATLANTA,GA30315
    N/A PC LIFT PROGRAM SUPPORT 300,000
    PATH FOUNDATION INC
    PO BOX 14327
    ATLANTA,GA30324
    N/A PC GENERAL OPERATING SUPPORT 5,000
    PATH FOUNDATION INC
    PO BOX 14327
    ATLANTA,GA30324
    N/A PC PROGRAM SUPPORT 40,000
    PATH FOUNDATION INC
    PO BOX 14327
    ATLANTA,GA30324
    N/A PC CAPITAL CAMPAIGN SUPPORT 2,000,000
    PIEDMONT HEALTHCARE FOUNDATION
    2001 PEACHTREE ROAD SUITE 400
    ATLANTA,GA30309
    N/A PC CAPITAL CAMPAIGN SUPPORT 500,000
    PRESERVATION ALLIANCE OF LAFAYETTE
    PO BOX 2541
    LAFAYETTE,LA70503
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 7,500
    PROSPECT PARK ALLIANCE
    95 PROSPECT PARK WEST
    BROOKLYN,NY11215
    N/A PC UNRESTRICTED SUPPORT; CHAIRMAN'S CHALLENGE AWARD BENEFICIARY 15,000
    PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA
    1200 NORTH QUAKER LANE
    ALEXANDRIA,VA22302
    N/A PC SUPPORT FOR ACADEMIC SUPPORT CENTER 25,000
    RESILIENT GEORGIA
    5170 PEACHTREE ROAD BUILDING 100
    SUITE 4
    ATLANTA,GA30341
    N/A PC GENERAL OPERATING SUPPORT 10,000
    SADIE G MAYS HEALTH & REHABILITATION CENTER
    1821 ANDERSON AVENUE NW
    ATLANTA,GA30314
    N/A PC CAPITAL CAMPAIGN SUPPORT 150,000
    SECOND HARVEST FOOD BANK OF GREATER NEW ORLEANS AND ACADIANA
    700 EDWARDS AVENUE
    NEW ORLEANS,LA70123
    N/A PC SUPPORT FOR HURRICANE IDA RELIEF 25,000
    SHELTERS TO SHUTTERS
    4405 NORTHSIDE PARKWAY SUITE 2222
    ATLANTA,GA30327
    N/A PC GENERAL OPERATING SUPPORT 20,000
    SHEPHERD CENTER FOUNDATION INC
    2020 PEACHTREE RD NW
    ATLANTA,GA30309
    N/A PC CAPITAL CAMPAIGN SUPPORT 2,000,000
    SOARING HEIGHTS COMMUNITIES
    541 SIGMAN ROAD
    CONYERS,GA30013
    N/A PC CAPITAL CAMPAIGN SUPPORT 500,000
    SOUTHWEST WILDLIFE CONSERVATION CENTER
    8711 E PINNACLE PEAK RD PMB 115
    SCOTTSDALE,AZ85255
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 60,000
    ST MARY'S HEALTH CLINICS
    1884 RANDOLPH AVENUE
    SAINT PAUL,MN55105
    N/A PC SUPPORT FOR WOMEN'S CLINICS 15,000
    ST PIUS X CATHOLIC HIGH SCHOOL
    2674 JOHNSON RD NE
    ATLANTA,GA30345
    N/A PC CAPITAL CAMPAIGN SUPPORT 400,000
    SUSTAINABLE TULSA INC
    PO BOX 3543
    TULSA,OK74101
    N/A PC UNRESTRICTED SUPPORT; CHAIRMAN'S CHALLENGE AWARD BENEFICIARY 15,000
    THE EXTENSION
    1507 CHURCH STREET EXTENSION NW
    MARIETTA,GA30060
    N/A PC CAPITAL CAMPAIGN SUPPORT 100,000
    THE FRIENDS OF GREEN LAKE PARK
    2144 SNYDER ROAD
    GREEN LANE,PA18054
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 5,000
    THE GREENWICH COUNTRY DAY SCHOOL
    401 OLD CHURCH ROAD
    GREENWICH,CT06830
    N/A PC PROGRAM SUPPORT 20,000
    THE TRUST FOR PUBLIC LAND
    600 WEST PEACHTREE ST NW STE 1840
    ATLANTA,GA30308
    N/A PC CHATTAHOOCHEE RIVERLANDS SHOWCASE PROJECT SUPPORT 600,000
    TREES ATLANTA
    225 CHESTER AVENUE SE
    ATLANTA,GA30316
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 10,000
    TREES ATLANTA
    225 CHESTER AVENUE SE
    ATLANTA,GA30316
    N/A PC CAPITAL CAMPAIGN SUPPORT 150,000
    UNITED WAY OF CENTRAL MARYLAND
    1800 WASHINGTON BLVD SUITE 340
    BALTIMORE,MD21230
    N/A PC CAPITAL CAMPAIGN SUPPORT 50,000
    UNITED WAY OF SOUTHEAST LOUISIANA
    2515 CANAL STREET
    NEW ORLEANS,LA70119
    N/A PC SUPPORT FOR HURRICANE IDA RELIEF 25,000
    VANDERBILT UNIVERSITY
    221 KIRKLAND HALL
    NASHVILLE,TN37240
    N/A PC PROGRAM SUPPORT 15,000
    WAYNE TOWNSHIP FIRE DEPARTMENT
    4575 OXFORD MIDDLETOWN ROAD
    TRENTON,OH45067
    N/A PC SUPPORT FOR PURCHASE OF PPE AND FIREFIGHTING EQUIPMENT 37,000
    WEST ATLANTA WATERSHED ALLIANCE
    PO BOX 10883
    ATLANTA,GA30310
    N/A PC UNRESTRICTED SUPPORT; CHAIRMAN'S CHALLENGE AWARD BENEFICIARY 2,500
    WEST CREEK CONSERVANCY
    7381 CAMELOT DRIVE
    PARMA,OH44134
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 7,500
    WHITE RIVER ALLIANCE
    1052 WOODLAWN AVENUE
    INDIANAPOLIS,IN46203
    N/A PC UNRESTRICTED SUPPORT; CHAIRMAN'S CHALLENGE AWARD BENEFICIARY 2,500
    WOODRUFF ARTS CENTER
    1280 PEACHTREE STREET NE
    ATLANTA,GA30309
    N/A PC ANNUAL CORPORATE CAMPAIGN SUPPORT 135,000
    WOONASQUATUCKET RIVER WATERSHED COUNCIL
    45 EAGLE STREET SUITE 202
    PROVIDENCE,RI02909
    N/A PC UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY 10,000
    Total .................................bullet 3a 33,902,334
    bApproved for future payment
    ATLANTA POLICE FOUNDATION
    191 PEACHTREE STREET SUITE 191
    ATLANTA,GA30303
    N/A PC CAPITAL CAMPAIGN SUPPORT 6,666,667
    ATLANTA SPEECH SCHOOL
    3160 NORTHSIDE PARKWAY
    ATLANTA,GA30327
    N/A PC SPECIAL PROJECT SUPPORT 3,800,000
    CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION
    1687 TULLIE CIR NE
    ATLANTA,GA30329
    N/A PC CAPITAL CAMPAIGN SUPPORT 8,000,000
    EAST LAKE FOUNDATION INC
    2606 ALSTON DRIVE SE
    ATLANTA,GA30317
    N/A PC PROGRAM SUPPORT 1,500,000
    FOOD WELL ALLIANCE
    970 JEFFERSON STREET NW
    ATLANTA,GA30318
    N/A PC GENERAL OPERATING SUPPORT 1,125,000
    PIEDMONT HEALTHCARE FOUNDATION
    2001 PEACHTREE ROAD SUITE 400
    ATLANTA,GA30309
    N/A PC CAPITAL CAMPAIGN SUPPORT 2,000,000
    SHEPHERD CENTER FOUNDATION INC
    2020 PEACHTREE RD NW
    ATLANTA,GA30309
    N/A PC CAPITAL CAMPAIGN SUPPORT 8,000,000
    THE TRUST FOR PUBLIC LAND
    600 WEST PEACHTREE ST NW STE 1840
    ATLANTA,GA30308
    N/A PC SPECIAL PROJECT SUPPORT 1,400,000
    Total .................................bullet 3b 32,491,667
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 61,581,297  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIPS - UBIT
    525990 -208,933      
    bPARTNERSHIP INCOME       1,417,382  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -208,933 80,129,524 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    79,920,591
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


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

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

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






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    JAMES M COX FOUNDATION OF GEORGIA INC
     
    Employer identification number
    58-6032469
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    COX ENTERPRISES
     
    6205-A PEACHTREE DUNWOODY ROAD
     
    ATLANTA, GA30328

    $ 50,000,000


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

    $  


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    JAMES M COX FOUNDATION OF GEORGIA INC
     
    Employer identification number

    58-6032469
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    JAMES M COX FOUNDATION OF GEORGIA INC
     
    Employer identification number

    58-6032469
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 66,290 0   30,350

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Name of Bond End of Year Book Value End of Year Fair Market Value
    USD RABOBANK 250,273 250,828
    ROYAL BANK OF CANADA 200,059 200,184
    SHELL INTERNATIONAL FIN 211,366 209,284
    TOTAL CAPITAL INTL SA COMP GUARN GLB 2.700% JAN 25 2023 210,065 214,313
    ALTERA CORP 205,423 211,452
    AMAZON.COM INC 238,139 235,557
    AMERICAN HONDA FINANCE 223,227 233,458
    APPLE INC 264,693 271,488
    BANK OF AMERICA CORP 230,153 239,227
    BANK OF AMERICA CORP 229,568 239,632
    BANK OF NEW YORK MELLON 240,428 236,745
    BANK OF NY MELLON CORP 241,349 244,379
    BP CAP MARKETS AMERICA 260,038 266,793
    BRISTOL-MYERS SQUIBB CO 203,069 215,328
    CIGNA CORP 288,813 284,350
    CATERPILLAR INC 258,954 262,438
    CISCO SYSTEMS INC 202,447 212,212
    CITIGROUP INC 228,975 227,513
    COMCAST CORP 289,024 284,035
    JOHN DEERE CAPITAL CORP 105,857 104,944
    DUKE ENERGY PROGRESS INC 241,190 238,244
    GILEAD SCIENCES INC 200,833 210,270
    GILEAD SCIENCES INC 242,172 237,940
    HOME DEPOT INC 239,514 237,195
    HONEYWELL INTERNATIONAL 256,145 251,105
    JPMORGAN CHASE & CO 200,586 205,438
    JPMORGAN CHASE & CO 231,510 239,945
    JOHNSON & JOHNSON 202,777 209,944
    LOCKHEED MARTIN CORP 275,484 270,750
    MARSH & MCLENNAN COS INC 228,529 238,006
    MARSH & MCLENNAN COS INC 245,395 256,691
    MASTERCARD INC 198,784 210,482
    MASTERCARD INC 220,779 220,224
    METLIFE INC 201,437 211,128
    MICROSOFT CORP 199,408 200,084
    MORGAN STANLEY 229,365 243,950
    NOVARTIS CAPITAL CORP 198,188 201,174
    NVIDIA CORP 248,670 241,781
    PFIZER INC 249,876 268,873
    PROCTER & GAMBLE CO/THE 200,413 202,220
    QUALCOMM INC 198,469 202,008
    CHARLES SCHWAB CORP 246,599 243,935
    STATE STREET CORP 202,491 210,456
    TARGET CORP 235,654 231,966
    UNION PACIFIC CORP 231,590 248,967
    US BANCORP 203,731 211,174
    US BANCORP 229,289 226,022
    UNITEDHEALTH GROUP INC 230,144 244,067
    UNITEDHEALTH GROUP INC 219,129 211,764
    VISA INC 245,109 239,916

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DOUBLELINE TOTAL RETURN 41,777,078 41,238,381
    ISHARES EDGE MSCI MIN VOL USA ETF 27,509,541 36,874,825
    ISHARES EDGE MSCI USA VALUE FACTOR ETF 19,135,941 25,210,484
    ISHARES CORE U.S. 30,104,070 29,185,287
    ISHARES EDGE MSCI 19,846,927 30,294,523
    ISHARES EDGE MSCI MIN 10,682,506 12,846,901
    ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 13,601,583 21,231,106
    ISHARES EDGE MSCI MIN VOL USA ETF 5,570,337 7,203,370
    ISHARES RUSSELL 1000 57,779,723 75,186,695
    ISHARES RUSSELL 1000 30,946,395 44,753,752
    DOUBLELINE CORE FIXED 41,553,216 42,064,645
    ISHARES MSCI EAFE 26,363,807 31,608,033
    BLACKROCK 19,584,565 18,318,279
    BLACKROCK MULTI-SECTOR 11,165,761 9,700,250
    SNOWFLAKE INC REG SHS 601,300 1,066,385
    AIRBNB INC CL A 536,702 820,463
    ALIGN TECH INC DEL COM 572,101 1,492,456
    AMAZON COM INC COM 1,565,602 2,680,809
    CHARTER COMMUNICATIONS INC NEW CL A 973,571 1,170,938
    COSTAR GROUP INC COM 778,972 1,300,360
    CARVANA CO CL A 540,580 545,634
    DOORDASH INC REG SHS 1,011,883 958,172
    DEXCOM INC 896,205 1,273,645
    EDWARDS LIFESCIENCES CRP 477,146 1,043,396
    FACEBOOK INC CLASS A COMMON STOCK 1,161,250 1,961,930
    FLOOR AND DECOR HLDGS 314,914 1,053,211
    INTUIT COM 849,618 2,074,385
    MATCH GROUP INC 1,006,395 1,784,185
    CLOUDFLARE INC REG SHS 504,071 521,266
    NETFLIX COM INC 2,000,830 3,233,898
    SERVICENOW INC 961,606 3,009,923
    INTRAWEST RESORTS HLDGS 11,695 12,534
    SQUARE INC SHS CL A 1,563,067 2,325,098
    SAREPTA THERAPEUTICS INC 903,273 945,345
    TWILIO INC CL A 1,343,722 1,790,975
    10X GENOMICS INC REG SHS 487,671 496,782
    UBER TECHNOLOGIES INC 1,810,082 1,752,297
    VISA INC CL A SHRS 1,894,719 2,957,225
    WARNER MUSIC GROUP CORP 631,103 978,157
    ZOETIS INC 661,019 1,313,852
    AMERICAN ASSETS TR INC 670,936 673,851
    AMERICAN FINL GRP HLDGS 755,805 1,340,518
    APPLIED INDUSTRL TECH 218,051 300,603
    AMETEK INC NEW 364,409 796,663
    ASHLAND INC NEW 998,759 1,224,202
    ATMOS ENERGY CORP COM 484,107 617,410
    AVANTOR INC 525,068 853,756
    BIO RAD LABS CL A 207,964 573,478
    BLACK HILLS CORP 647,778 774,576
    CADENCE BANK REG SHS 550,766 595,651
    CHAMPIONX 858,415 789,019
    CARLISLE COS INC 364,587 794,480
    CORTEVA INC REG SHS 1,135,844 1,177,508
    HAYWARD HLDGS INC 631,289 984,202
    HIGHWOODS PPTYS INC 763,031 780,860
    LKQ CORP 739,941 2,018,989
    LPL FINANCIAL HOLDINGS SHS 721,346 827,505
    LAMB WESTON HOLDINGS INC 855,267 947,151
    COUSINS PROPS INC REIT 585,702 755,250
    GENERAL ELECTRIC 799 283
    ISHARES RS 2000 VALUE 13,879,564 14,178,169
    ISHARES RS 2000 GROWTH 13,749,381 13,821,118
    BLACKROCK GLOBAL 28,331,991 26,501,544
    MICROCHIP TECHNOLOGY INC 541,630 1,024,696
    MORNINGSTAR INC 521,726 1,126,515
    NISOURCE INC 720,894 970,685
    ENVISTA HOLDINGS CORP 498,368 1,168,181
    PTC INC SHS 421,691 574,857
    PIONEER NATURAL RES CO 455,880 906,854
    RPM INTERNATIONAL INC 610,014 1,092,921
    REGAL REXNORD CORP 723,124 1,246,058
    MADDEN STEVEN LTD 768,441 1,164,678
    STATE STREET CORP 734,224 1,037,880
    TELEDYNE TECH INC 323,229 595,044
    TENABLE HOLDINGS INC REG 584,586 884,039
    TERMINIX GLOBAL HOLDINGS INC COM 538,256 664,338
    MARRIOTT VACATIONS 538,570 531,442
    VALMONT INDS INC 576,467 1,075,397
    WEBSTER FINL CP PV $0.01 1,068,532 1,058,168
    BERKLEY W R CORP 467,529 629,707
    WOODWARD INC 803,848 693,867
    APPLE INC 919,665 3,043,905
    AIR PRODUCTS & CHEM 1,565,882 1,802,132
    FRANKLIN RES INC COM ISIN #US3546131018 609,910 644,850
    BLACKROCK INC 1,152,485 2,317,282
    BERKSHIRE HATHAWAYINC DEL CL B NEW 1,319,047 1,910,610
    CROWN CASTLE INTL CORP 1,432,100 2,167,556
    CINN FINCL CRP OHIO 835,559 1,023,205
    COMCAST CORP NEW CL A 1,183,972 1,160,408
    CISCO SYSTEMS INC COM 922,727 1,669,419
    CHEVRON CORP 1,015,039 1,277,120
    DOMINION RES INC NEW VA 1,575,198 1,649,210
    FASTENAL COMPANY 773,270 1,451,023
    INTEL CORP 923,583 1,132,279
    JOHNSON AND JOHNSON COM 1,607,875 1,946,092
    LOWE-S COMPANIES INC 1,110,484 2,647,869
    ALTRIA GROUP INC 978,875 1,128,830
    MERCK AND CO INC SHS 1,009,834 1,194,894
    MICROSOFT CORP 544,038 1,862,204
    NORFOLK SOUTHERN CORP 1,258,224 2,030,382
    PAYCHEX INC 904,700 1,582,854
    PFIZER INC 1,046,730 1,866,216
    PROGRESSIVE CORP OHIO 1,424,076 1,484,832
    PHILIP MORRIS INTL INC 832,569 1,017,735
    TARGET CORP COM 863,040 1,825,599
    TEXAS INSTRUMENTS 1,502,560 2,244,301
    UNITED PARCEL SVC CL B 1,079,357 1,948,565
    VERIZON COMMUNICATNS COM 1,165,036 1,074,221
    AUTOMATIC DATA PROC 252,969 414,254
    AUTODESK INC COM ISIN #US0527691069 SED 1,143,043 2,065,903
    AMAZON COM INC COM 1,593,526 3,067,593
    BOEING COMPANY 1,827,441 2,131,979
    COLGATE PALMOLIVE 499,363 622,811
    SALESFORCE COM INC 1,183,511 1,869,380
    CISCO SYSTEMS INC COM 738,797 989,523
    DEERE CO 600,828 1,257,721
    DISNEY (WALT) CO COM STK 1,467,914 1,703,945
    EXPEDITORS INTL WASH INC 645,078 1,163,086
    FACEBOOK INC CLASS A COMMON STOCK 1,496,224 2,927,254
    FACTSET RESH SYS INC 462,490 916,129
    ALPHABET INC SHS CL C 777,286 2,019,726
    ALPHABET INC SHS CL A 789,329 2,030,825
    ILLUMINA INC COM 894,378 1,092,243
    INTUITIVE SURGICAL INC NEW 355,046 714,648
    MONSTER BEVERAGE SHS 941,475 1,564,300
    MICROSOFT CORP 800,414 2,598,745
    NVIDIA CORP 593,810 3,561,084
    ORACLE CORP $0.01 DEL 1,300,579 2,170,134
    QUALCOMM INC 478,512 1,286,308
    REGENERON PHARMACTCLS 793,332 1,374,188
    STARBUCKS CORP 762,244 1,184,321
    SEI INVT CO PA PV $0.01 558,174 639,200
    VISA INC CL A SHRS 1,780,986 2,557,828
    VERTEX PHARMACEUTCLS INC 1,116,569 1,237,226
    WORKDAY INC CL A 352,268 676,667
    YUM BRANDS INC 466,042 689,301
    YUM CHINA HOLDINGS INC 264,890 325,555
    FIVERR INTL LTD 591,792 362,248
    SEA LTD 857,418 3,167,734
    SHOPIFY INC CL A 1,398,950 1,450,392
    ATLASSIAN CORP PLC 591,806 1,608,663
    CLARIVATE ANALYTICS PLC 1,201,919 1,257,450
    NOMAD FOODS LTD SHS 552,277 623,832
    NVENT ELEC PLC REG SHS 556,873 888,060
    ORTHO CLINICAL 645,674 834,552
    DIAGEO PLC SPSD ADR NEW FGN 1,174,404 1,864,366
    NESTLE S A REP RG SH ADR 848,526 1,235,817
    NINTENDO CO LTD 1,142,776 952,248
    ALIBABA GROUP HOLDING LT 1,088,482 707,632
    NOVO NORDISK 290,164 592,256
    NOVARTIS ADR 1,273,279 1,280,561
    ROCHE HLDG LTD SPN ADR FGN 922,582 1,243,403
    SCHLUMBERGER LTD FGN 864,333 667,885
    ADOBE SYS DEL PV$ 0.001 1,261,801 1,278,153
    ANALOG DEVICES INC COM 946,152 1,006,459
    AUTODESK INC COM ISIN 1,217,703 1,128,978
    AMERICAN TOWER REIT INC 1,519,211 1,701,473
    AMAZON COM INC COM 1,483,350 1,500,453
    BIO RAD LABS CL A 854,879 951,263
    CADENCE DESIGN SYS INC 1,078,530 1,356,442
    DANAHER CORP DEL COM 1,462,260 1,803,633
    DYNATRACE INC REG SHS 1,023,298 1,066,324
    ECOLAB INC 854,700 907,863
    ENPHASE ENERGY INC 525,945 532,721
    ETSY INC COM 771,212 821,025
    EDWARDS LIFESCIENCES CRP 840,306 1,102,211
    FORTIVE CORP 1,074,624 1,124,972
    ALPHABET INC SHS CL A 1,560,064 1,862,797
    HOME DEPOT INC 809,410 1,047,070
    IDEXX LAB INC DEL $0.10 1,329,966 1,547,381
    INTUIT COM 1,342,717 1,840,252
    MONOLITHIC PWR SYSTEMS 968,505 1,164,259
    MARVELL TECHNOLOGY GROUP 834,558 1,357,582
    MSCI INC 929,359 1,119,997
    MICROSOFT CORP 1,678,448 2,065,005
    NIKE INC CL B 964,065 1,083,188
    SERVICENOW INC 1,045,973 1,219,029
    NVIDIA CORP 891,540 1,566,136
    STARBUCKS CORP 880,103 905,114
    SQUARE INC SHS CL A 1,189,075 761,681
    THERMO FISHER SCIENTIFIC 1,233,605 1,614,721
    UNITHEDHEALTH GROUP INC 1,484,509 1,888,046
    VISA INC CL A SHRS 1,629,408 1,588,918
    VERISK ANALYTICS INC 1,278,120 1,542,098
    WEST PHARMACTL SVCS INC 1,119,518 1,473,629

    TY 2021 InvestmentsOtherSchedule2
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ACADIAN ALL COUNTRY WORLD EX US FUND AT COST 15,524,979 19,063,676
    BDT CAPITAL PARTNERS FUND 3 (TE), LP AT COST 10,322,044 11,927,735
    BDT CAPITAL PARTNERS FUND II, L.P. (TE) AT COST 21,342,456 29,826,719
    BDT CAPITAL PARTNERS FUND II-A SPIRITS, L.P. AT COST 358,547 806,761
    FALFURRIAS CAPITAL PARTNERS III, L.P. AT COST 4,491,667 27,910,244
    FALFURRIAS CAPITAL PARTNERS IV, L.P. AT COST 8,012,774 15,672,328
    FALFURRIAS CAPITAL PARTNERS V, L.P. AT COST 1,239,658 1,225,808
    GOLUB CAPITAL PARTNERS ROLLOVER FUND 2, L.P. AT COST 8,750,000 8,989,615
    H.I.G. ADVANTAGE BUYOUT FUND, L.P. AT COST 4,625,261 7,084,634
    TCW DIRECT LENDING LLC AT COST 809,176 918,413
    TTV GL FUND II, L.P. AT COST 1,332,938 1,328,314
    TTV FUND GL AT COST 3,992,692 6,380,619
    TTV FUND IV, L.P. AT COST 5,849,687 19,088,137
    TTV FUND V, L.P. AT COST 3,808,845 7,998,869
    BDT CAPITAL PARTNERS FUND I-A, L.P. AT COST 2,440,880 8,017,328
    FALFURRIAS CAPITAL PARTNERS II, L.P. AT COST 833,879 496,784
    MILLENNIUM INTERNATIONAL, LTD. AT COST 0 4,972,527
    REGIMENT CAPITAL SPECIAL SITUATIONS FUND V, L.P. AT COST 221,468 70,173
    TTV SA OPPORTUNITY INVESTMENT FUND II, LP AT COST 4,997,464 4,985,136
    TTV SC OPPORTUNITY FUND, LP AT COST 3,998,959 3,989,591

    TY 2021 LegalFeesSchedule
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 6,468 0   6,468


    TY 2021 OtherAssetsSchedule
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE 103,984 98,968 98,968
    DIVIDEND RECEIVABLE 238,912 239,615 239,615


    TY 2021 OtherExpensesSchedule
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 7,446 7,446   0
    DUES/SUBSCRIPTIONS 12,290 0   12,290
    CHARITABLE SOFTWARE 22,684 0   22,684
    STATE SOS REGISTRATION FEES 111 0   111


    TY 2021 OtherIncomeSchedule2
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 7,700 7,700 7,700
    PARTNERSHIPS - UBIT -208,933   -208,933
    PARTNERSHIP INCOME 1,417,382 1,417,382 1,417,382


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING EXPENSE 15,075 0   15,075
    INVESTMENT MANAGEMENT FEES 4,587,047 4,587,047   0


    TY 2021 TaxesSchedule
    Name:
    JAMES M COX FOUNDATION OF GEORGIA INC
    EIN:
    58-6032469
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 40,248 40,248   0
    FEDERAL INCOME TAX 1,065,000 0   0
    STATE INCOME TAX 18,812 0   0