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
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$108,643,245
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 6,087 6,087  
4 Dividends and interest from securities... 1,882,406 1,882,406  
5a Gross rents............ 417,690 417,690  
b Net rental income or (loss) 247,621
6a Net gain or (loss) from sale of assets not on line 10 4,833,596
b Gross sales price for all assets on line 6a 12,777,838
7 Capital gain net income (from Part IV, line 2)... 4,833,596
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)....... 35,954 343  
12 Total. Add lines 1 through 11........ 7,175,733 7,140,122  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 183,000 91,500   91,500
14 Other employee salaries and wages...... 6,775 0   6,775
15 Pension plans, employee benefits....... 61,516 30,758   30,758
16a Legal fees (attach schedule)......... 150 75   75
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 525,592 525,559   33
17 Interest............... 74 37   37
18 Taxes (attach schedule) (see instructions)... 113,565 45,486   0
19 Depreciation (attach schedule) and depletion... 115,519 115,519  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 135,086 133,483   1,603
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,141,277 942,417   130,781
25 Contributions, gifts, grants paid....... 3,293,990 3,293,990
26 Total expenses and disbursements. Add lines 24 and 25 4,435,267 942,417   3,424,771
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,740,466
b Net investment income (if negative, enter -0-) 6,197,705
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......... 969,299 1,609,257 1,609,257
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 88,106 58,018 58,018
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 80,400,880 Click to see attachment99,809,233 99,810,330
c Investments—corporate bonds (attach schedule)....... 914,625 Click to see attachment906,920 906,920
11 Investments—land, buildings, and equipment: basis bullet6,239,585
Less: accumulated depreciation (attach schedule) bullet2,365,052 3,947,876 Click to see attachment3,874,533 6,239,585
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 103,706 0 0
14 Land, buildings, and equipment: basis bullet19,942
Less: accumulated depreciation (attach schedule) bullet13,368 8,627 Click to see attachment6,574 6,574
15 Other assets (describe bullet) Click to see attachment4,205 Click to see attachment12,561 Click to see attachment12,561
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 86,437,324 106,277,096 108,643,245
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........... 86,437,324 106,277,096
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)..... 86,437,324 106,277,096
30 Total liabilities and net assets/fund balances (see instructions). 86,437,324 106,277,096
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
86,437,324
2
Enter amount from Part I, line 27a .....................
2
2,740,466
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
17,099,306
4
Add lines 1, 2, and 3 ..........................
4
106,277,096
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
106,277,096
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 1 ACRE - AIRPORT P 2000-01-01 2021-05-15
b ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN)   2014-06-17 2021-11-04
c ALPHABET INCORPORATED CAP STK CLASS A (GOOGL)   2014-12-10 2021-03-05
d AMAZON COM INCORPORATED (AMZN)   2020-03-06 2021-05-07
e AMER SOFTWARE INCORPORATED CLASS A (AMSWA)   2018-06-18 2021-03-08
AMERICAN EXPRESS COMPANY (AXP)   2012-03-23 2021-05-07
AMGEN INCORPORATED (AMGN)   2020-07-08 2021-05-12
ARES MANAGEMENT CORPORATION CLASS A COM STK (ARES)   2019-12-23 2021-07-22
ARES MANAGEMENT CORPORATION CLASS A COM STK (ARES)   2019-12-23 2021-05-10
ASTRAZENECA PLC SPONSORED ADR (AZN)   2021-05-07 2021-11-04
ASTRAZENECA PLC SPONSORED ADR (AZN)   2020-12-16 2021-11-04
AZENTA INCORPORATED (AZTA)   2017-04-03 2021-03-08
BECTON DICKINSON & COMPANY (BDX)   2017-01-06 2021-07-13
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK.B)   2018-11-16 2021-11-26
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK.B)   2015-07-07 2021-11-26
BRINKER INTERNATIONAL INCORPORATED (EAT)   2019-12-23 2021-02-24
BRINKER INTERNATIONAL INCORPORATED (EAT)   2019-11-01 2021-02-24
BROADRIDGE FINL SOLUTIONS INCORPORATED (BR)   2013-10-29 2021-03-08
CASEYS GENERAL STORES INCORPORATED (CASY)   2017-04-03 2021-03-08
CASEYS GENERAL STORES INCORPORATED (CASY)   2017-04-03 2021-05-10
CHEVRON CORPORATION NEW (CVX)   2014-09-11 2021-09-20
CHEVRON CORPORATION NEW (CVX)   2010-02-04 2021-09-20
CHEVRON CORPORATION NEW (CVX)   2014-10-29 2021-09-20
CHEVRON CORPORATION NEW (CVX)   2020-07-08 2021-09-20
CHEVRON CORPORATION NEW (CVX)   2020-03-04 2021-09-20
CHOICE HOTELS INTERNATIONAL INCORPORATED (CHH)   2015-11-20 2021-02-24
CHOICE HOTELS INTERNATIONAL INCORPORATED (CHH)   2016-09-06 2021-02-24
CHOICE HOTELS INTERNATIONAL INCORPORATED (CHH)   2016-04-20 2021-02-24
CHOICE HOTELS INTERNATIONAL INCORPORATED (CHH)   2016-05-04 2021-02-24
CHUBB LIMITED (SWITZERLAND) (CB)   2020-05-26 2021-11-04
COLGATE PALMOLIVE COMPANY (CL)   2019-04-02 2021-05-07
CORE-MARK HLDG COMPANY INCORPORATED (XXX-XX-XXXX)   2021-02-24 2021-09-02
CORE-MARK HLDG COMPANY INCORPORATED (XXX-XX-XXXX)   2017-12-05 2021-09-02
CORESITE RLTY CORPORATION REIT (07H)   2014-10-07 2021-07-22
CORESITE RLTY CORPORATION REIT (07H)   2018-03-02 2021-12-28
CORESITE RLTY CORPORATION REIT (07H)   2017-04-03 2021-07-22
CORESITE RLTY CORPORATION REIT (07H)   2014-11-20 2021-07-22
CORESITE RLTY CORPORATION REIT (07H)   2017-04-03 2021-12-28
COUSINS PPTYS INCORPORATED COM NEW REIT (CUZ)   2001-08-22 2021-03-31
COUSINS PPTYS INCORPORATED COM NEW REIT (CUZ)   2007-08-23 2021-03-31
COUSINS PPTYS INCORPORATED COM NEW REIT (CUZ)   2001-08-24 2021-03-31
CRACKER BARREL OLD CTRY STORE (CBRL)   2017-10-17 2021-02-24
CRACKER BARREL OLD CTRY STORE (CBRL)   2017-04-03 2021-02-24
DELEK US HLDGS INCORPORATED NEW (DK)   2019-12-23 2021-02-24
EQUITY RESIDENTIAL SH BEN INT REIT (EQR)   2000-07-06 2021-09-02
EQUITY RESIDENTIAL SH BEN INT REIT (EQR)   2000-07-06 2021-04-08
FIDUS INVT CORPORATION (FDUS)   2013-03-26 2021-07-13
FIDUS INVT CORPORATION (FDUS)   2017-12-05 2021-07-13
FIRST TRUST GLOBAL TARGET 15 1Q '20 TERM 04/09/2021 CASH MONTHLY (30312N182)   2020-01-10 2021-04-13
FLOWERS FOODS INCORPORATED (FLO)   2016-05-04 2021-07-22
FLOWERS FOODS INCORPORATED (FLO)   2016-06-24 2021-07-22
FLOWERS FOODS INCORPORATED (FLO)   2017-11-01 2021-07-22
FRANKLIN ELEC INCORPORATED (FELE)   2017-10-17 2021-05-10
FRANKLIN ELEC INCORPORATED (FELE)   2017-09-26 2021-03-08
GENERAL ELECTRIC COMPANY (GE)   2018-10-30 2021-03-05
GENERAL ELECTRIC COMPANY (GE)   2018-10-30 2021-05-07
GENERAL ELECTRIC COMPANY (GE)   2018-11-16 2021-05-07
GENERAL ELECTRIC COMPANY (GE)   2018-04-25 2021-03-05
GENUINE PARTS COMPANY (GPC)   2020-03-06 2021-05-07
GENUINE PARTS COMPANY (GPC)   2017-06-05 2021-05-07
HEXCEL CORPORATION NEW (HXL)   2016-09-06 2021-02-24
HEXCEL CORPORATION NEW (HXL)   2016-06-24 2021-02-24
HEXCEL CORPORATION NEW (HXL)   2015-11-20 2021-02-24
HEXCEL CORPORATION NEW (HXL)   2016-05-04 2021-02-24
HOME DEPOT INCORPORATED (HD)   2018-06-19 2021-02-05
HOME DEPOT INCORPORATED (HD)   2016-12-22 2021-03-05
HOME DEPOT INCORPORATED (HD)   2019-02-20 2021-11-04
HUBBELL INCORPORATED (HUBB)   2019-02-05 2021-05-10
HUBBELL INCORPORATED (HUBB)   2019-12-23 2021-05-10
HUBBELL INCORPORATED (HUBB)   2017-06-05 2021-11-04
HUBBELL INCORPORATED (HUBB)   2017-06-05 2021-05-07
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)   2021-05-07 2021-11-26
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)   2021-03-05 2021-11-26
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV)   2019-03-14 2021-03-05
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV)   2019-06-06 2021-03-05
ISHARES TR MSCI AC ASIA ETF (AAXJ)   2020-03-19 2021-07-27
ISHARES TR MSCI AC ASIA ETF (AAXJ)   2021-05-07 2021-11-10
ISHARES TR MSCI AC ASIA ETF (AAXJ)   2020-03-16 2021-07-27
ISHARES TR MSCI AC ASIA ETF (AAXJ)   2020-03-16 2021-01-20
ISHARES TR MSCI AC ASIA ETF (AAXJ)   2020-03-19 2021-11-10
ISHARES TR MSCI AC ASIA ETF (AAXJ)   2020-09-01 2021-11-10
ISHARES TR RUSSELL 2000 ETF (IWM)   2020-03-27 2021-05-07
ISHARES TR RUSSELL 2000 ETF (IWM)   2020-03-27 2021-01-20
ISHARES TR U.S. FIN SVC ETF (IYG)   2021-05-07 2021-11-10
JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) (JCI)   2020-01-09 2021-05-07
JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) (JCI)   2020-01-09 2021-11-04
KANSAS CITY SOUTHERN COM NEW (KSU)   2014-10-27 2021-12-14
KYNDRYL HLDGS INCORPORATED COMMON STOCK (KD)   2020-03-17 2021-11-04
KYNDRYL HLDGS INCORPORATED COMMON STOCK (KD)   2019-12-26 2021-11-04
LAUDER ESTEE COMPANIES INCORPORATED CLASS A (EL)   2014-09-19 2021-02-05
LOT 84 - BELLE MEADE P 2000-01-01 2021-02-15
LUMINEX CORPORATION DEL (55027E102)   2019-12-23 2021-07-15
LUMINEX CORPORATION DEL (55027E102)   2019-11-01 2021-07-15
MARSH & MCLENNAN COMPANIES INCORPORATED (MMC)   2020-08-18 2021-11-04
MERCK & COMPANY INCORPORATED (MRK)   2019-10-16 2021-11-04
MERCURY GENL CORPORATION NEW (MCY)   2019-11-01 2021-07-22
META PLATFORMS INCORPORATED CLASS A (FB)   2016-06-27 2021-05-07
MICROSOFT CORPORATION (MSFT)   2012-01-23 2021-11-04
MTS SYSTEMS CORPORATION (XXX-XX-XXXX)   2013-10-29 2021-02-24
MTS SYSTEMS CORPORATION (XXX-XX-XXXX)   2016-11-07 2021-02-24
MTS SYSTEMS CORPORATION (XXX-XX-XXXX)   2019-12-23 2021-02-24
NORTHERN TR CORPORATION (NTRS)   2020-09-18 2021-05-07
OMNICOM GROUP INCORPORATED (OMC)   2020-05-26 2021-05-07
OMNICOM GROUP INCORPORATED (OMC)   2017-09-27 2021-05-07
OMNICOM GROUP INCORPORATED (OMC)   2020-03-06 2021-05-07
ORGANON & COMPANY COMMON STOCK (OGN)   2020-12-16 2021-06-03
ORGANON & COMPANY COMMON STOCK (OGN)   2021-05-07 2021-06-03
ORGANON & COMPANY COMMON STOCK (OGN)   2016-12-01 2021-06-08
ORGANON & COMPANY COMMON STOCK (OGN)   2019-10-16 2021-06-03
ORGANON & COMPANY COMMON STOCK (OGN)   2020-07-08 2021-06-08
ORGANON & COMPANY COMMON STOCK (OGN)   2009-08-04 2021-06-03
PEBBLEBROOK HOTEL TR REIT (PEB)   2019-11-01 2021-02-24
PERFORMANCE FOOD GROUP COMPANY (PFGC)   2017-12-05 2021-09-10
PERKINELMER INCORPORATED (PKI)   2016-11-07 2021-02-24
PERKINELMER INCORPORATED (PKI)   2017-04-21 2021-03-08
PHYSICIANS RLTY TR REIT (DOC)   2018-06-18 2021-07-22
PHYSICIANS RLTY TR REIT (DOC)   2017-12-15 2021-07-22
POWER INTEGRATIONS INCORPORATED (POWI)   2015-11-20 2021-05-10
RAYTHEON TECHNOLOGIES CORPORATION (RTX)   2018-12-11 2021-11-04
RAYTHEON TECHNOLOGIES CORPORATION (RTX)   2020-10-13 2021-11-04
SIMULATIONS PLUS INCORPORATED (SLP)   2014-05-12 2021-05-10
SIMULATIONS PLUS INCORPORATED (SLP)   2014-05-12 2021-03-08
SIMULATIONS PLUS INCORPORATED (SLP)   2014-05-09 2021-03-08
SM ENERGY COMPANY (SM)   2017-11-01 2021-02-24
SM ENERGY COMPANY (SM)   2017-04-21 2021-02-24
SM ENERGY COMPANY (SM)   2019-12-23 2021-02-24
SM ENERGY COMPANY (SM)   2016-11-07 2021-02-24
SPDR COMMUNICATION SERVICES SELECT SECTOR FUND (XLC)   2018-09-26 2021-05-07
SPDR COMMUNICATION SERVICES SELECT SECTOR FUND (XLC)   2018-09-26 2021-07-27
SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND (XLY)   2019-01-28 2021-11-10
SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND (XLY)   2019-01-28 2021-07-27
SPDR CONSUMER STAPLES SELECT SECTOR FUND (XLP)   2019-07-22 2021-03-05
SPDR ENERGY SELECT SECTOR FUND (XLE)   2020-03-27 2021-05-07
SPDR ENERGY SELECT SECTOR FUND (XLE)   2020-03-27 2021-09-17
SPDR ENERGY SELECT SECTOR FUND (XLE)   2020-12-04 2021-09-17
SPDR ENERGY SELECT SECTOR FUND (XLE)   2020-09-01 2021-09-17
SPDR ENERGY SELECT SECTOR FUND (XLE)   2020-03-27 2021-01-20
SPDR ENERGY SELECT SECTOR FUND (XLE)   2020-12-04 2021-11-10
SPDR FINANCIAL SELECT SECTOR FUND (XLF)   2020-03-19 2021-05-07
SPDR FINANCIAL SELECT SECTOR FUND (XLF)   2020-03-19 2021-11-10
SPDR FINANCIAL SELECT SECTOR FUND (XLF)   2020-03-19 2021-01-20
SPDR FINANCIAL SELECT SECTOR FUND (XLF)   2021-03-05 2021-07-13
SPDR HEALTH CARE SELECT (XLV)   2019-01-28 2021-07-27
SPDR INDUSTRIAL SELECT SECTOR FUND (XLI)   2020-03-19 2021-05-07
SPDR INDUSTRIAL SELECT SECTOR FUND (XLI)   2020-06-12 2021-05-07
SPDR INDUSTRIAL SELECT SECTOR FUND (XLI)   2020-03-27 2021-05-07
SPDR MATERIALS SELECT SECTOR FUND (XLB)   2021-03-05 2021-07-13
SPDR S&P 500 ETF (SPY)   2020-07-08 2021-09-20
SPDR TECHNOLOGY SELECT SECTOR FUND (XLK)   2019-01-28 2021-11-10
SPDR TECHNOLOGY SELECT SECTOR FUND (XLK)   2019-01-28 2021-07-27
STERLING BANCORP DEL (85917A100)   2013-10-29 2021-05-10
STERLING BANCORP DEL (85917A100)   2013-10-30 2021-05-10
TCG BDC INCORPORATED (CGBD)   2019-10-29 2021-12-02
TCG BDC INCORPORATED (CGBD)   2019-04-02 2021-12-02
TIMBER P 2000-01-01 2021-06-30
VANGUARD FTSE ALL-WORLD EX-US ETF (VEU)   2017-08-31 2021-01-20
VANGUARD FTSE PACIFIC ETF (VPL)   2017-08-31 2021-01-20
VERIZON COMMUNICATIONS INCORPORATED (VZ)   2020-07-13 2021-11-26
WALGREENS BOOTS ALLIANCE INCORPORATED (WBA)   2019-02-05 2021-05-07
WALGREENS BOOTS ALLIANCE INCORPORATED (WBA)   2019-04-02 2021-05-07
WATSCO INCORPORATED (WSO)   2014-10-07 2021-05-10
WATSCO INCORPORATED (WSO)   2017-07-21 2021-05-10
WATSCO INCORPORATED (WSO)   2017-04-21 2021-05-10
WOLVERINE WORLD WIDE INCORPORATED (WWW)   2015-08-20 2021-05-10
WOODWARD INCORPORATED (WWD)   2013-10-29 2021-05-10
WOODWARD INCORPORATED (WWD)   2013-10-29 2021-03-08
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 22,000   27,174 -5,174
b 72,426   16,529 55,897
c 103,149   26,913 76,236
d 46,221   26,269 19,952
e 20,348   13,870 6,478
79,409   28,602 50,807
505,909   504,144 1,765
64,494   33,169 31,325
13,501   8,352 5,149
31,913   26,956 4,957
63,827   51,603 12,224
29,633   8,867 20,766
49,705   33,409 16,296
42,534   32,830 9,704
14,178   6,877 7,301
58,543   33,600 24,943
87,815   54,116 33,699
71,455   17,651 53,804
28,282   15,558 12,724
33,775   16,669 17,106
65,660   86,412 -20,752
103,930   79,109 24,821
46,900   59,215 -12,315
64,909   59,626 5,283
93,800   97,500 -3,700
109,360   51,988 57,372
52,493   23,102 29,391
49,212   23,805 25,407
21,872   10,110 11,762
47,748   29,915 17,833
390,853   325,297 65,556
28,650   13,270 15,380
26,740   12,020 14,720
8,100   1,666 6,434
85,000   43,821 41,179
62,099   38,783 23,316
32,400   7,730 24,670
40,800   20,234 20,566
12,367   33,529 -21,162
106,001   293,555 -187,554
9,688   25,942 -16,254
17,298   17,147 151
64,475   65,155 -680
33,576   43,696 -10,120
1,828,216   258,106 1,570,110
612,076   102,042 510,034
76,933   56,960 19,973
84,523   79,829 4,694
1,371,531   1,475,866 -104,335
4,227   3,446 781
24,891   18,963 5,928
17,846   14,485 3,361
14,705   7,863 6,842
39,210   21,800 17,410
20,248   17,131 3,117
19,820   17,131 2,689
52,855   32,126 20,729
47,246   49,739 -2,493
93,319   58,099 35,220
39,994   28,167 11,827
20,980   16,673 4,307
24,383   17,703 6,680
25,517   21,116 4,401
25,517   20,084 5,433
199,930   143,135 56,795
30,929   16,968 13,961
74,187   38,437 35,750
49,822   28,668 21,154
25,908   19,253 6,655
61,134   35,349 25,785
24,985   14,729 10,256
117,122   113,710 3,412
35,137   30,286 4,851
54,240   52,202 2,038
10,848   11,024 -176
3,630   2,339 1,291
42,882   46,773 -3,891
91,078   62,420 28,658
29,553   17,355 12,198
1,819   1,142 677
242,132   220,998 21,134
271,848   136,666 135,182
44,986   23,758 21,228
5,026   4,676 350
65,599   41,646 23,953
72,969   41,646 31,323
180,000     180,000
708   572 136
16,331   17,042 -711
203,903   56,646 147,257
19,955   17,072 2,883
74,000   45,158 28,842
92,500   52,666 39,834
81,011   58,537 22,474
44,946   40,487 4,459
48,132   38,729 9,403
40,065   13,625 26,440
66,519   5,904 60,615
91,485   103,231 -11,746
24,631   19,698 4,933
45,156   36,412 8,744
35,663   25,020 10,643
22,952   14,607 8,345
45,054   40,007 5,047
59,505   46,138 13,367
3,285   3,701 -416
5,080   5,623 -543
11,655   11,624 31
2,032   2,434 -402
2,914   3,710 -796
21,573   9,059 12,514
45,924   52,325 -6,401
37   40 -3
32,460   13,029 19,431
49,139   22,844 26,295
27,917   20,973 6,944
37,223   33,399 3,824
15,958   5,187 10,771
13,285   9,900 3,385
30,999   20,840 10,159
56,629   5,986 50,643
45,869   4,358 41,511
48,641   4,632 44,009
18,992   28,503 -9,511
4,383   6,443 -2,060
29,219   21,638 7,581
35,062   75,752 -40,690
32,210   20,147 12,063
26,016   15,528 10,488
44,056   22,720 21,336
7,787   4,565 3,222
54,527   51,434 3,093
22,528   12,415 10,113
58,468   34,343 24,125
16,494   13,447 3,047
15,950   11,425 4,525
5,116   3,394 1,722
14,170   9,824 4,346
70,234   36,562 33,672
24,341   11,830 12,511
30,878   19,470 11,408
32,911   29,985 2,926
23,281   15,636 7,645
213,960   110,290 103,670
97,550   63,522 34,028
95,140   53,528 41,612
33,006   29,572 3,434
215,850   156,910 58,940
33,631   13,173 20,458
73,878   31,731 42,147
10,455   4,572 5,883
41,822   18,519 23,303
24,446   25,970 -1,524
29,879   32,742 -2,863
5,070     5,070
15,320   13,005 2,315
11,325   9,270 2,055
44,967   47,373 -2,406
32,673   42,786 -10,113
32,673   33,489 -816
42,938   12,142 30,796
67,474   33,177 34,297
30,670   13,656 17,014
22,041   13,903 8,138
19,408   6,171 13,237
17,390   6,171 11,219
343,664     343,664
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       -5,174
b       55,897
c       76,236
d       19,952
e       6,478
      50,807
      1,765
      31,325
      5,149
      4,957
      12,224
      20,766
      16,296
      9,704
      7,301
      24,943
      33,699
      53,804
      12,724
      17,106
      -20,752
      24,821
      -12,315
      5,283
      -3,700
      57,372
      29,391
      25,407
      11,762
      17,833
      65,556
      15,380
      14,720
      6,434
      41,179
      23,316
      24,670
      20,566
      -21,162
      -187,554
      -16,254
      151
      -680
      -10,120
      1,570,110
      510,034
      19,973
      4,694
      -104,335
      781
      5,928
      3,361
      6,842
      17,410
      3,117
      2,689
      20,729
      -2,493
      35,220
      11,827
      4,307
      6,680
      4,401
      5,433
      56,795
      13,961
      35,750
      21,154
      6,655
      25,785
      10,256
      3,412
      4,851
      2,038
      -176
      1,291
      -3,891
      28,658
      12,198
      677
      21,134
      135,182
      21,228
      350
      23,953
      31,323
      180,000
      136
      -711
      147,257
      2,883
      28,842
      39,834
      22,474
      4,459
      9,403
      26,440
      60,615
      -11,746
      4,933
      8,744
      10,643
      8,345
      5,047
      13,367
      -416
      -543
      31
      -402
      -796
      12,514
      -6,401
      -3
      19,431
      26,295
      6,944
      3,824
      10,771
      3,385
      10,159
      50,643
      41,511
      44,009
      -9,511
      -2,060
      7,581
      -40,690
      12,063
      10,488
      21,336
      3,222
      3,093
      10,113
      24,125
      3,047
      4,525
      1,722
      4,346
      33,672
      12,511
      11,408
      2,926
      7,645
      103,670
      34,028
      41,612
      3,434
      58,940
      20,458
      42,147
      5,883
      23,303
      -1,524
      -2,863
      5,070
      2,315
      2,055
      -2,406
      -10,113
      -816
      30,796
      34,297
      17,014
      8,138
      13,237
      11,219
      343,664
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 4,833,596
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 86,148
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 86,148
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 50,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 100,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 13,852
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet13,852 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 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 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)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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
    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 (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
    CRAWFORD INVESTMENT COUNCIL INVESTMENT MANAGEMENT 214,074
    600 GALLERIAS PARKWAY SUITE 1650
    ATLANTA,GA30339
    RAYMOND JAMES FINANCIAL INC INVESTMENT MANAGEMENT 200,517
    880 CARILLON PARKWAY
    ST PETERSBURG,FL33716
    WESTEND CAPITAL MANAGEMENT INVESTMENT MANAGEMENT 52,621
    PO BOX 29528
    SAN FRANSICO,CA29528
    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
    92,526,616
    b
    Average of monthly cash balances.......................
    1b
    971,128
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,316,742
    d
    Total (add lines 1a, b, and c).........................
    1d
    99,814,486
    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
    99,814,486
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,497,217
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    98,317,269
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,915,863
    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
    4,915,863
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    86,148
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    3,131
    c
    Add lines 2a and 2b............................
    2c
    89,279
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,826,584
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,826,584
    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
    4,826,584
    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 4,826,584
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 2,524,252
    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$ 3,424,771
    a Applied to 2020, but not more than line 2a 2,524,252
    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..... 900,519
    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 ..........
    3,926,065
    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:
    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 (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
    ACTIVITIES COUNCIL OF THOMSON
    PO BOX 674
    THOMSON,GA30824
    N/A PC ARTS 25,000
    AMERICAN CANCER SOCIETY - AUGUSTA
    2607 COMMONS BOULEVARD
    AUGUSTA,GA30909
    N/A PC MEDICAL 15,000
    AMERICAN LUNG ASSOC
    55 W WACKER DR
    CHICAGO,IL60601
    N/A PC MEDICAL 15,000
    AMERICAN RED CROSS
    1322 ELLIS STREET
    AUGUSTA,GA30901
    N/A PC SOCIAL SERVICES 70,000
    APPARO ACADEMY
    3104 SKINNER MILL RD
    AUGUSTA,GA30909
    N/A PC MEDICAL 500,000
    AUGUSTA CHORAL SOCIETY
    PO BOX 1402
    AUGUSTA,GA309031402
    N/A PC ARTS 28,000
    AUGUSTA JEWISH MUSEUM
    2623 WASHINGTON RD
    AUGUSTA,GA30904
    N/A PC EDUCATION 45,000
    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 43,000
    AUGUSTA PREPARATORY DAY SCHOOL
    285 FLOWING WELLS ROAD
    MARTINEZ,GA30907
    N/A PC EDUCATION 14,000
    AUGUSTA RESCUE MISSION
    526 WALKER ST
    AUGUSTA,GA30901
    N/A PC SOCIAL SERVICES 750
    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 14,000
    AUGUSTA UNIVERSITY BIRDIE CLUB
    PO BOX 14127
    AUGUSTA,GA30919
    N/A PC SOCIAL SERVICES 1,200
    AUGUSTA URBAN MINISTRIES
    1405 15TH ST
    AUGUSTA,GA30901
    N/A PC MEDICAL 15,000
    BEE CAUSE PROJECT
    211 JOHNNY MERCER BLVD
    SAVANNAH,GA31410
    N/A PC SOCIAL SERVICES 2,000
    BGSTRONG CHARITIES
    557 FARMINGTON CIR
    EVANS,GA30809
    N/A PC SOCIAL SERVICES 9,000
    BOYS & GIRLS CLUB OF THE CSRATHOMSON
    206 MILLEDGE ROAD
    AUGUSTA,GA30904
    N/A PC SOCIAL SERVICES 61,500
    BRIARWOOD ACADEMY
    4859 THOMSON HIGHWAY
    WARRENTON,GA30828
    N/A PC EDUCATION 6,000
    CENTER FOR NEW BEGINNINGS
    PO BOX 1066
    WAYNESBORO,GA30830
    N/A PC SOCIAL SERVICES 20,000
    CHILD ENRICHMENT INC
    PO BOX 12036
    AUGUSTA,GA309142036
    N/A PC SOCIAL SERVICES 450,000
    CHRIST COMMUNITY HEALTH CENTER
    127 TELFAIR ST
    AUGUSTA,GA30901
    N/A PC MEDICAL 50,000
    CHRISTIAN LEARNING CENTER
    PO BOX 14786
    AUGUSTA,GA30919
    N/A PC CHURCH 5,250
    COMMUNITY FOUNDATION OF THE CSRA
    PO BOX 31358
    AUGUSTA,GA30903
    N/A PC SOCIAL SERVICES 2,000
    CSRA LAND TRUST
    836 GREENE ST
    AUGUSTA,GA30901
    N/A PC EDUCATION 5,000
    DAVIS LOVE FOUNDATION
    100 RETREAT AVENUE
    ST SIMONS ISLAND,GA31522
    N/A PC SOCIAL SERVICES 7,000
    DEE NORMAN CHILD ADVOCACY
    677 LONG POINT RD
    MT PLEASANT,SC29464
    N/A PC SOCIAL SERVICES 10,000
    EASTER SEALS EAST GEORGIA
    PO BOX 2441
    AUGUSTA,GA30903
    N/A PC HEALTH 40,000
    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 16,000
    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 125,000
    FIRST TEE OF AUGUSTA
    3165 DAMASCUS RD
    AUGUSTA,GA30909
    N/A PC ATHLETICS 6,000
    FIRST UNITED METHODIST CHURCH OF TH
    353 MAIN STREET
    THOMSON,GA30824
    N/A PC CHURCH 10,000
    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 7,000
    GA PUBLIC BROADCASTING
    260 14TH STREET NW
    ATLANTA,GA30318
    N/A PC EDUCATION 5,000
    GA TRUST FOR HISTORIC PRESERVATION
    1516 PEACHTREE RD NW
    ATLANTA,GA30309
    N/A PC EDUCATION 10,000
    GAP MINISTRIES
    1240 ELLIS ST
    AUGUSTA,GA30901
    N/A PC SOCIAL SERVICES 100,000
    GATHERING PLACE
    PO BOX 772
    BRUNSWICK,GA31521
    N/A PC SOCIAL SERVICES 150,000
    GERTRUDE HERBERT INSTITUTE OF ART
    506 TELFAIR STREET
    AUGUSTA,GA309012310
    N/A PC ARTS 55,000
    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 15,000
    HALE FOUNDATION
    PO BOX 2843
    AUGUSTA,GA309142843
    N/A PC SOCIAL SERVICES 58,000
    HERITAGE ACADEMY
    333 GREENE STREET
    AUGUSTA,GA30901
    N/A PC EDUCATION 32,000
    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 20,000
    JESSYE NORMAN SCHOOL OF THE ARTS
    739 GREENE STREET
    AUGUSTA,GA30901
    N/A PC ARTS 55,000
    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 3,000
    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 37,800
    LYNNDALE INC
    1490 EISENHOWER DR
    AUGUSTA,GA30904
    N/A PC SOCIAL SERVICES 8,000
    MACH ACADEMY
    1850 CHESTER AVENUE
    AUGUSTA,GA30906
    N/A PC EDUCATION 15,000
    MANNA INC
    451 E HILL ST
    THOMSON,GA30824
    N/A PC SOCIAL SERVICES 50,000
    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 30,000
    MOLLYS MILITIA
    PO BOX 6816
    NORTH AUGUSTA,SC29861
    N/A PC SOCIAL SERVICES 10,000
    NATURE CONSERVATORY OF GA
    100 PEACHTREE ST
    ATLANTA,GA30303
    N/A PC HISTORY 20,000
    NEW BETHLEHEM COMMUNITY CTR
    1336 CONKLIN AVENUE
    AUGUSTA,GA30901
    N/A PC EDUCATION 25,000
    OLD FRONTIER
    1965 OLD MILLEDGEVILLE RD
    THOMSON,GA30824
    N/A PC SOCIAL SERVICES 10,000
    PHINIZY CTR FOR WATER SCIENCES
    1858 LOCK DAM ROAD
    AUGUSTA,GA30906
    N/A PC EDUCATION 20,000
    SACRED HEART CULTURAL CENTER
    1301 GREENE STREET
    AUGUSTA,GA30901
    N/A PC CULTURAL 160,000
    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
    ST JOHN UMC
    PO BOX 444
    AUGUSTA,GA30904
    N/A PC CHURCH 5,000
    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 50,000
    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 7,500
    THOMSON MCDUFFIE CTY LIBRARY
    338 MAIN STREET
    THOMSON,GA30824
    N/A PC EDUCATION 7,000
    THS BOOSTER CLUB
    PO BOX 2004
    THOMSON,GA30824
    N/A PC EDUCATION 6,500
    TRINITY ON THE HILL UMC
    1330 MONTE SANO AVENUE
    AUGUSTA,GA30904
    N/A PC CHURCH 15,000
    TUESDAYS MUSIC LIVE
    605 REYNOLDS STREET
    AUGUSTA,GA30901
    N/A PC ARTS 5,000
    TURN BACK THE BLOCK
    PO BOX 3366
    AUGUSTA,GA30914
    N/A PC SOCIAL SERVICES 75,000
    TUTTLE NEWTON
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    N/A PC SOCIAL SERVICES 5,000
    UGA FOUNDATION
    394 SOUTH MILLEDGE AVENUE
    ATHENS,GA30603
    N/A PC UNIVERSITY FOUNDATION 52,500
    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 50,000
    VETERANS GOLFERS ASSOCIATION
    100 MAGNOLIA RD
    PINEHURST,NC28374
    N/A PC SOCIAL SERVICES 6,700
    WALTON FOUNDATION FOR INDEPENDENCE
    523 13TH STREET
    AUGUSTA,GA30901
    N/A PC MEDICAL 25,000
    WEE ONE FOUNDATION
    11855 ARCHER AVE
    LEMONT,IL60439
    N/A PC ATHLETICS 14,000
    WELLROOT FAMILY SERVICES
    5555 HEREFORD FARM RD
    EVANS,GA30809
    N/A PC SOCIAL SERVICES 10,000
    Total .................................bullet 3a 3,293,990
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........
        14 6,087  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 247,621  
    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 4,833,596  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aEUCHEE CREEK INVESTORS
    531390 31,669      
    bEUCHEE CREEK SEC 1231 531390 -6,023      
    cFERRELLGAS K-1 531390 10,500      
    dMK FUND OF FUNDS 900003 -535      
    eMK FUNDS OF FUNDS     14 343  
    12 Subtotal. Add columns (b), (d), and (e) .. 35,611 6,970,053 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,005,664
    (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

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

    TY 2021 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 17,200 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    
    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 2001-06-30 375,558 183,085 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 13,195 SL 39.000000000000 2,246 0    
    SACRED HEART PROP. CHURCH BLD 1994-12-08 600,000 390,625 ADS 40.000000000000 15,000 0    
    TEA CADDY 1999-06-22 200 200 ADS 10.000000000000 0 0    
    SACRED HEART PROP. CONVENT BLD 1994-12-08 170,000 110,677 ADS 40.000000000000 4,250 0    
    SACRED HEART PROP. SCHOOL BLD 1994-12-08 15,000 9,766 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 2,400 451 SL 39.000000000000 62 0    
    WOODBINE WEST 4.37 ACRES - 9 LOTS 2005-12-31 414,549   VAR 0 % 0 0    
    RHEEM HEAT PUMP 2011-06-16 5,950 3,770 SL 15.000000000000 397 0    
    ARCHITECT PLANS FOR CONVENT 2013-09-01 18,440 3,448 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 72,826   VAR 0 % 0 0    
    3133 WASH RD NW LAND 2003-10-10 75,000   L   0 0    
    SACRED HEART PROP. RECTORY BLD 1994-12-08 170,000 110,677 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    
    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 2003-10-10 338,000 145,410 ADS 40.000000000000 8,450 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 1995-04-30 250,000 160,677 ADS 40.000000000000 6,250 0    
    3133 WASHINGTON RD - ROOF 2015-02-12 29,717 4,477 SL 39.000000000000 762 0    
    USDG BLDG - HVAC UNITS 2015-04-02 5,950 2,577 200DB 7.000000000000 266 0    
    ADAMS PROPERTY - MCDUFFIE CO. 1995-04-30 76,368   VAR 0 % 0 0    
    SACRED HEART SCHOOL BUILDING 1999-10-31 593,836 314,857 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    
    MIRROR 1999-06-22 600 600 ADS 10.000000000000 0 0    
    HOUSE - 742 STAGECOACH RD 2005-07-18 40,100 15,457 SL 40.000000000000 1,003 0    
    781 STAGECOACH RD - HOUSE 2003-10-10 175,000 75,286 ADS 40.000000000000 4,375 0    
    STABLES - MCDUFFIE COUNTY, GA 1995-04-30 151,690 97,491 ADS 40.000000000000 3,792 0    
    3 RAIL WHITE VINYL FENCE 2006-04-13 6,309 4,651 SL 20.000000000000 315 0    
    ARCHITECT PLANS FOR CONVENT 2013-09-01 7,020 1,313 SL 39.000000000000 180 0    
    RENOVATION OF CONVENT 2013-09-01 62,598 11,703 SL 39.000000000000 1,605 0    
    RENOVATION TO CONVENT 2013-09-01 6,546 1,224 SL 39.000000000000 168 0    
    RENOVATION OF CONVENT 2013-09-01 73,473 13,737 SL 39.000000000000 1,884 0    
    RENOVATION OF CONVENT 2013-09-01 262,652 49,104 SL 39.000000000000 6,734 0    
    RENOVATION OF CONVENT 2013-09-01 217,933 40,746 SL 39.000000000000 5,588 0    
    RENOVATION OF CONVENT 2013-09-01 297,237 55,571 SL 39.000000000000 7,621 0    
    RENOVATION OF CONVENT 2013-09-01 168,764 31,552 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 2,341 SL 15.000000000000 312 0    
    SACRED HEART CULT CTR - ROOF 2014-11-18 120,714 18,957 SL 39.000000000000 3,095 0    
    IMPROVEMENTS SACRED HEART 2014-08-14 5,500 899 SL 39.000000000000 141 0    
    RHEEM HEAT PUMP 2014-02-21 5,950 5,684 200DB 7.000000000000 266 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 2,371 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 8,797 SL 39.000000000000 2,270 0    
    COMPUTER EQUIPMENT 2018-05-21 2,126 1,098 SL 5.000000000000 425 0    
    3 DESK 2018-08-17 11,398 3,799 SL 7.000000000000 1,628 0    
    SACRED HEART - WATERPROOFING 2021-12-09 84,368   SL 39.000000000000 90 0    

    TY 2021 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 @ 7.25 180,675 180,675
    CITIGROUP INC PFD NON CUMULATIVE SER 54,720 54,720
    GOLDMAN SACS 105,800 105,800
    NUSTAR LOGISTICS 75,660 75,660
    PNC FINANCIAL SERVICES GROUP 77,220 77,220
    REGIONS FINL CORP 1ST CALLABLE 144,550 144,550
    WELLS FARGO & CO. PFD (WACHOVIA) 268,295 268,295

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Name of Stock End of Year Book Value End of Year Fair Market Value
    40,000 SHS COUSINS PROPERTIES 1,611,200 1,611,200
    220,000 SHS EQUITY RESID PROPE 19,909,994 19,909,994
    BELLE MEADE - 5010 SHS 11,000 11,000
    RAYONIER INC - 35000 SHS 1,412,600 1,412,600
    MK FUND OF FUNDS II, QP 167,684 167,684
    WP CAREY, INC 1,641,000 1,641,000
    FIRST GLOBAL TARGET 15 1,363,839 1,363,839
    AIR PRODUCTS & CHEMICALS 397,059 397,059
    ALLSTATE CORPORATION 470,600 470,600
    ALPHABET INCORPORATED 984,994 984,994
    AMAZON COM 1,333,736 1,333,736
    APPLE INC 1,775,700 1,775,700
    BECTON DICKINSON & CO 349,054 349,054
    BEST BUY INC. 508,000 508,000
    BOOKING HLDGS 479,846 479,846
    CME GROUP INC 685,380 685,380
    CVS HEALTH CORP 515,800 515,800
    CANADIAN PAC RY LIMITED 415,377 415,377
    CISCO SYSTEMS 382,121 382,121
    COMCAST CORP CLASS A 441,344 441,344
    DARDEN RESTAURANTS INC. 409,741 409,741
    DEVON ENERGY CORP. 635,862 635,862
    HALLIBURTON COMPANY 343,050 343,050
    HOME DEPOT INCORPORATED 1,241,710 1,241,710
    INTERCONTINENTAL EXCHANGE 854,813 854,813
    IQVIA HLDGS INC 846,420 846,420
    JP MORGAN CHASE & COMPANY 633,400 633,400
    JOHNSON & JOHNSON 513,210 513,210
    L3HARRIS TECNOLOGIES INC. 426,480 426,480
    LAUDER ESTEE COMPANIES INC. 832,950 832,950
    MARATHON PETE CO 479,925 479,925
    MERCK & COMPANY INC. 383,200 383,200
    MICROSOFT CORPORATION 1,681,600 1,681,600
    MOTOROLA SOLUTIONS INC. 679,250 679,250
    PIONEER NAT RES COMPANY 909,400 909,400
    SALESFORCE COM 778,908 778,908
    UNION PAC CORPORATION 629,825 629,825
    UNITEDHEALTH GROUP INC. 853,638 853,638
    VERIZON COMMUNICATIONS 311,760 311,760
    VISA INCORPORATED 866,840 866,840
    WALMART INCORPORATED 434,070 434,070
    EATON CORPORATION 734,485 734,485
    MEDTRONIC PLC SHS 413,800 413,800
    TRANE TECHNOLOGIES PLC SHS 653,971 653,971
    CHUBB LIMITED 719,886 719,886
    NXP SEMICONDUCTORS INC. 808,619 808,619
    SPDR S&P 500 ETF (SPY) 474,960 474,960
    AFLAC INC 70,068 70,068
    ABBOTT LABS 105,555 105,555
    ABBVIE INC 108,320 108,320
    ALPHABET INC 144,852 144,852
    AMAZON COM INC. 133,374 133,374
    AMETEK INCORPORATION 123,514 123,514
    APPLE INC 355,140 355,140
    AUTOZONE 104,820 104,820
    BANK AMER CORPORATION 66,735 66,735
    BERKSHIRE HATHAWAY INC 74,750 74,750
    BOOKING HOLDINGS INC. 59,981 59,981
    BROADCOM INCORPORATED 266,164 266,164
    CHEVRON CORPORATION 93,880 93,880
    COMCAST CORP 80,528 80,528
    CUMMINS INC 76,349 76,349
    DISNEY WALT COMPANY 46,467 46,467
    ENVESTNET INC. 43,637 43,637
    FACEBOOK INC 92,496 92,496
    HOME DEPOT INC 93,377 93,377
    HONEYWELL INTERNATION 78,191 78,191
    INTEL CORP 103,000 103,000
    JP MORGAN CHASE & CO 142,515 142,515
    KEYSIGHT TECHNOLOGIES 185,859 185,859
    MICROSOFT CORP 297,643 297,643
    NEXTERA ENERGY INC. 130,704 130,704
    PAYPAL HOLDINGS INC 94,290 94,290
    PEPSICO INC 104,226 104,226
    RAYTHEON COMPANY 85,372 85,372
    SILVERCREST ASSET MANAGEMENT 56,661 56,661
    STARBUCKS CORP. 43,864 43,864
    STRYKER CORP 69,529 69,529
    THERMO FISHER SCIENTIFIC INC. 133,448 133,448
    TRACTOR SUPPLY 131,230 131,230
    UNITEDHEALTH GROUP 138,089 138,089
    VERTIV HOLDINGS COMPANY COM CLASS A 74,910 74,910
    VISA INC 75,849 75,849
    WALMART INC. 70,175 70,175
    ZOETIS INC. CLASS A 53,687 53,687
    ACCENTURE PLC 124,365 124,365
    MEDTRONIC 51,725 51,725
    AMERICAN TOWER CORP. REIT 131,625 131,625
    FERRELL GAS PARTNERS CLASS B 61,425 61,425
    ISHARES TR CORE S&P SCP ETF (IJR) 131,687 131,687
    ISHARES TR MSCI MIN VOL (USMV) 80,900 80,900
    SPDR S7P 500 ETF TRUST (SPY) 546,204 546,204
    ISHARES TR U.S. FIN SVC ETF - IYG 185,164 185,164
    ISHARES TR CORE MSCI EURO IEUR 432,420 432,420
    SECTOR SPDR TR SBI HEALTHCARE XLV 608,786 608,786
    SECTOR SPDR TR SBI CONS DISCR XLY 574,068 574,068
    SPDR ENERGY SLECT SECTOR FUND - XLE 90,909 90,909
    SPDR FINANCIAL SELECT SECTOR FUND - XLF 563,609 563,609
    SPDR INDUSTRIAL SELECT SECTOR FUND - XLI 190,035 190,035
    SECTOR SPDR TR SBI INT TECH XLK 1,105,465 1,105,465
    SECTOR SPDR COMMUNICATION SERVICES - XLC 554,402 554,402
    VANGUARD INTL EQUITY INDEX FD INC FT 1,001,193 1,001,193
    VANGUARD INTL EQUITY INDEX FDS MSCI 569,161 569,161
    ABBVIE INCORPORATED 812,400 812,400
    AMERICAN ELEC PWR COMPANY INC. 683,290 683,290
    AMERICAN EXPRESS 539,880 539,880
    ASTRAZENECA PLC SPONSORED ADR 712,980 712,980
    BLACKROCK INC. 558,492 558,492
    CARDINAL HEALTH INC. 409,860 409,860
    COCA COLA 790,454 790,454
    COMCAST CORP. 679,455 679,455
    FIDELITY NATL INFORMATION SVCS 736,763 736,763
    GENUINE PARTS CO 799,140 799,140
    GLOBAL PMTS. INC. 754,304 754,304
    HOME DEPOT INC 904,722 904,722
    HONEYWELL INTERNATIONAL INC 417,020 417,020
    HUBBELL INC 515,468 515,468
    INTERNATIONAL BUSINESS MACHINES 418,356 418,356
    JPMORGAN CHASE & CO. 563,726 563,726
    JOHNSON & JOHNSON 730,469 730,469
    M & T BANK CORP 519,100 519,100
    MARSH & MCLENNAN CO. INC. 551,009 551,009
    MERCK & CO INC 719,650 719,650
    MICROSOFT CORP 1,045,955 1,045,955
    MONDELEZ INTERNATIONAL INC. CLASS A 729,410 729,410
    NORTHERN TRUST CORP 523,892 523,892
    OMNICOM GROUP INC 460,136 460,136
    PHILIP MORRIS INTERNATIONAL INC 739,100 739,100
    PROCTER & GAMBLE CO 749,196 749,196
    RAYTHEON TECHNOLOGY CORP. 490,542 490,542
    S & P GLOBAL INC 566,316 566,316
    SAP SE SPON ADR (GERMANY) SAP 410,522 410,522
    STARBUCKS CORP 549,759 549,759
    TEXAS INSTRUMENTS INC. 497,561 497,561
    3M COMPANY 435,194 435,194
    UNITED PARCEL SERVICE INC. 838,069 838,069
    VISA INC COM CLASS A 433,420 433,420
    WALMART INC. 434,070 434,070
    ACCENTURE PLC IRELAND SHS CLASS A 621,825 621,825
    JOHNSON CONTROLS INT PLC SHS 610,638 610,638
    MEDTRONIC PLC SHS 604,148 604,148
    WILLIS TOWERS WATSON PUB 673,759 673,759
    CHUBB LIMITED SHS SWITZERLAND 757,775 757,775
    AMERICAN SOFTWARE INC 274,785 274,785
    ARTISAN PARTNERS ASSET MGMT IN CLASS A 95,280 95,280
    ATRION CORP 133,931 133,931
    AVNET INC 144,305 144,305
    BANCFIRST CORP 179,222 179,222
    BLACK HILL CORP. 213,827 213,827
    BROOKS AUTOMATION INC. 407,285 407,285
    BRYN MAWR BK CORP 148,533 148,533
    CAMECO CORP 218,300 218,300
    CARTERS INCORPORATED 91,098 91,098
    CASEYS GENERAL STORES INC. 228,926 228,926
    CASS INFORMATION SYSTEMS INC. 130,424 130,424
    COLUMBIA SPORTSWEAR CO. 68,208 68,208
    COMPASS MINERAL INTERNATIONAL 81,728 81,728
    COMPUTER PROGRAMS AND SYSTEMS 117,200 117,200
    CONMED CORP. 155,936 155,936
    ESCO TECHNOLOGIES INC. 179,980 179,980
    FIRST HAWAIIAN INC 109,320 109,320
    FIRST LONG IS CORPORATION 100,394 100,394
    FLOWERS FOODS INC 123,615 123,615
    FRANKLIN ELEC INC 173,045 173,045
    FULLER H B COMPANY 148,230 148,230
    GLACIER BANCORP INC NEW 70,875 70,875
    HNI CORP 100,920 100,920
    HACKETT GROUP INC 248,413 248,413
    HANESBRANDS INC. 117,040 117,040
    HANOVER INS GROUP 196,590 196,590
    HEALTHCARE SVCS GRP INCORP 80,055 80,055
    HOULIHAN LOKEY INC. CLASS A 155,280 155,280
    HUBBELL INCORPORATED 108,300 108,300
    INTER PARFUMS INC. 53,450 53,450
    J & J SNACK FOODS CORP 78,980 78,980
    KAMAN CORPORATION 74,218 74,218
    LANDSTAR SYSTEMS INC. 127,104 127,104
    LEGGETT & PLATT INC. 68,737 68,737
    LITTEL FUSE INCORPORATION 182,514 182,514
    MGP INGREDIENTS INC 97,739 97,739
    MSC INDL DIRECT INC 137,858 137,858
    MONRO INC. 116,540 116,540
    MOOG INC 160,321 160,321
    MUELLER WTS PRODUCTS INC. 194,400 194,400
    NATIONAL INSTRS 159,396 159,396
    OLD REP INTERNATIONAL CORPORATION 189,266 189,266
    PEGASYSTEMS INC. 91,692 91,692
    PERFORMANCE FOOD GROUP 46,808 46,808
    POWER INTEGRATIONS INC 271,239 271,239
    PRICESMART INCORPORATED 124,389 124,389
    PSYCHEMEDICS CORPORATION COM 88,873 88,873
    SIMULATIONS PLUS INCORPORATED 663,619 663,619
    SMITH A O 103,020 103,020
    SOUTH ST CORP 80,110 80,110
    STANDEX INTERNATIONAL CORP. 110,660 110,660
    STERLING BANCORP DEL 141,845 141,845
    SWITCH INC CLASS A 157,520 157,520
    TENNANT COMPANY 105,352 105,352
    TRICO BANCSHARES 94,512 94,512
    TTEC HLDGS INC. 108,660 108,660
    US PHYSICAL THERAPY INC. 73,574 73,574
    VALLEY NATL BANCORP 165,000 165,000
    VALMONT INDUSTRIES INC 150,300 150,300
    WALKER & DUNLOP INC. 120,704 120,704
    WOLVERINE WORLD WIDE INC 135,119 135,119
    WOODWORD INCORPORATED 186,082 186,082
    NVENT ELECTRIC PLC SHS 220,400 220,400
    SAPIENS INTERNATIONAL CORP. V SHS 174,080 174,080
    AUDIOCODES LIMITED ORD 86,850 86,850
    ARMADA HOFFLER PPTYS INC REIT (AHH) 114,150 114,150
    FOUR CORNERS PROPERTY 44,115 44,115
    INDEPENDENCE RLTY TR INC REIT 103,320 103,320
    STAG INDL INC. REIT 95,920 95,920
    LAZARD LIMITED SHRS A 101,434 102,531

    TY 2021 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 19,559 72,430  
    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 375,558 192,474 183,084  
    3232 FAIRFAX DRIVE - RICHMOND COUNTY 4,500 0 4,500  
    SACRED HEART - ROOF 87,585 15,441 72,144  
    SACRED HEART PROP. CHURCH BLD 600,000 405,625 194,375  
    TEA CADDY 200 200 0  
    SACRED HEART PROP. CONVENT BLD 170,000 114,927 55,073  
    SACRED HEART PROP. SCHOOL BLD 15,000 10,141 4,859  
    SACRED HEART PROP. PARKING IMPROVEMENTS 62,013 62,013 0  
    "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 2,400 513 1,887  
    WOODBINE WEST 4.37 ACRES - 9 LOTS 414,549 0 414,549  
    RHEEM HEAT PUMP 5,950 4,167 1,783  
    ARCHITECT PLANS FOR CONVENT 18,440 3,921 14,519  
    3405 NOTTING DRIVE - RICHMOND COUNTY 3,600 0 3,600  
    LOT 134 BELLE MEADE SUBDIVISION 72,826 0 72,826  
    3133 WASH RD NW LAND 75,000 0 75,000  
    SACRED HEART PROP. RECTORY BLD 170,000 114,927 55,073  
    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 338,000 153,860 184,140  
    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 250,000 166,927 83,073  
    3133 WASHINGTON RD - ROOF 29,717 5,239 24,478  
    USDG BLDG - HVAC UNITS 5,950 5,818 132  
    ADAMS PROPERTY - MCDUFFIE CO. 76,368 0 76,368  
    SACRED HEART SCHOOL BUILDING 593,836 329,703 264,133  
    PERSIAN RUG 4,850 4,850 0  
    MIRROR 600 600 0  
    HOUSE - 742 STAGECOACH RD 40,100 16,460 23,640  
    781 STAGECOACH RD - HOUSE 175,000 79,661 95,339  
    STABLES - MCDUFFIE COUNTY, GA 151,690 101,283 50,407  
    3 RAIL WHITE VINYL FENCE 6,309 4,966 1,343  
    ARCHITECT PLANS FOR CONVENT 7,020 1,493 5,527  
    RENOVATION OF CONVENT 62,598 13,308 49,290  
    RENOVATION TO CONVENT 6,546 1,392 5,154  
    RENOVATION OF CONVENT 73,473 15,621 57,852  
    RENOVATION OF CONVENT 262,652 55,838 206,814  
    RENOVATION OF CONVENT 217,933 46,334 171,599  
    RENOVATION OF CONVENT 297,237 63,192 234,045  
    RENOVATION OF CONVENT 168,764 35,879 132,885  
    TABLE/BOOKSTAND 400 400 0  
    WHITE VINYL FENCE 9,364 7,335 2,029  
    SACRED HEART CULT CTR - ROOF 120,714 22,052 98,662  
    IMPROVEMENTS SACRED HEART 5,500 1,040 4,460  
    RHEEM HEAT PUMP 5,950 5,950 0  
    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 2,696 9,996  
    SACRED HEART IMPROVEMENTS 88,546 11,067 77,479  
    SACRED HEART - WATERPROOFING 84,368 90 84,278  

    TY 2021 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 1,523 603 603
    3 DESK 11,398 5,427 5,971 5,971


    TY 2021 LegalFeesSchedule
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 150 75   75


    TY 2021 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 4,205 12,561 12,561


    TY 2021 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 2,319 1,160   1,159
    OFFICE SUPPLIES 888 444   444
    CHARITY PASS THROUGH FROM MLP 1 1   0
    OPERATING EXPENSE RENTALS 54,547 54,547   0
    RENTAL EXPENSE USDA BLDG 12,105 12,105   0
    RENTAL EXPENSE GREENE ST 21,860 21,860   0
    INSURANCE 43,366 43,366   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EUCHEE CREEK INVESTORS 31,669   31,669
    EUCHEE CREEK SEC 1231 -6,023   -6,023
    FERRELLGAS K-1 10,500   10,500
    MK FUND OF FUNDS -535   -535
    MK FUNDS OF FUNDS 343 343 343


    TY 2021 OtherIncreasesSchedule
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Description Amount
    UNREALIZED GAIN IN INVESTMENTS 17,099,306


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 513,132 513,132   0
    INVESTMENT FEES 68 68   0
    MK FUND OF FUNDS - OTHER EXPENSES 12,308 12,308   0
    OTHER EXPENSES 65 32   33
    INVESTMENT EXPENSE - LAZARD K1 19 19   0


    TY 2021 TaxesSchedule
    Name:
    THE KNOX FOUNDATION
    EIN:
    58-6163728
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 7,295 7,295   0
    EXCISE TAXES 68,079 0   0
    PROPERTY TAXES 38,191 38,191   0