Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
JAMES M COX FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

47-0719195
B Telephone number (see instructions)

(402) 536-5129
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,128,978J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 69,571 68,915  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 25,504
b Gross sales price for all assets on line 6a 924,471
7 Capital gain net income (from Part IV, line 2)... 25,504
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
26 26  
12 Total. Add lines 1 through 11........ 95,101 94,445  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 32,664 16,332   16,332
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
684 0 0 684
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,309 1,303   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,213     1,213
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 49,370 17,635 0 19,729
25 Contributions, gifts, grants paid....... 108,560 108,560
26 Total expenses and disbursements. Add lines 24 and 25 157,930 17,635 0 128,289
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -62,829
b Net investment income (if negative, enter -0-) 76,810
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 2,311 424 424
2 Savings and temporary cash investments......... 39,288 52,689 52,689
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 350,097 Click to see attachment
List of Attached Documents:
// Content
294,297 		433,816
c Investments—corporate bonds (attach schedule)....... 25,314 Click to see attachment
List of Attached Documents:
// Content
25,314 		24,980
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,607,098 Click to see attachment
List of Attached Documents:
// Content
1,590,314 		1,615,389
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,451 		Click to see attachment
List of Attached Documents:
// Content
1,680 		Click to see attachment
List of Attached Documents:
// Content
1,680
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,025,559 1,964,718 2,128,978
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,025,559 1,964,718
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)..... 2,025,559 1,964,718
30 Total liabilities and net assets/fund balances (see instructions). 2,025,559 1,964,718
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,025,559
2
Enter amount from Part I, line 27a .....................
2
-62,829
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,000
4
Add lines 1, 2, and 3 ..........................
4
1,964,730
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
12
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,964,718
Form 990-PF (2023)
Form 990-PF (2023)
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 29. ADOBE SYS INC     2023-01-04
b 53. ADVANCED MICRO DEVICES INC COM   2022-08-25 2023-01-04
c 42. AIRBNB INC CL A   2022-02-03 2023-01-04
d 30. AIRBNB INC CL A     2023-01-04
e 7. ALBEMARLE CORP   2020-05-04 2023-01-04
48. ALPHABET INC CL A   2016-04-22 2023-01-04
96. AMAZON COM INC     2023-01-04
107. APPLE COMPUTER INC   2006-06-14 2023-01-04
1460.547 BARON EMERGING MARKETS INSTITUTIONAL     2023-01-04
73. CENTENE CORP COM   2022-02-03 2023-01-04
134. COPART INC COM   2022-02-03 2023-01-04
40. COPART INC COM   2021-03-04 2023-01-04
17. COSTCO WHOLESALE CORP COM   2018-11-12 2023-01-04
22. ECOLAB INC   2022-02-03 2023-01-04
10. ECOLAB INC   2021-04-27 2023-01-04
58. EDWARDS LIFESCIENCES CORP COM   2022-08-08 2023-01-04
36. EDWARDS LIFESCIENCES CORP COM   2020-05-04 2023-01-04
7. EQUINIX INC   2022-04-14 2023-01-04
41. ETSY INC   2022-02-03 2023-01-04
73. EXACT SCIENCES CORPORATION   2022-02-03 2023-01-04
50. FACEBOOK INC A   2017-05-17 2023-01-04
58. GILEAD SCIENCES INC     2023-01-04
10. INTUIT INC COMMON STOCK   2022-01-12 2023-01-04
70. ISHARES INTERNATIONAL SELECT ETF   2022-04-14 2023-01-04
114. ISHARES CORE MSCI EAFE ETF   2022-04-14 2023-01-04
23. J P MORGAN CHASE & CO     2023-01-04
506.726 CLEARBRIDGE INTERNATIONAL GROWTH     2023-01-04
17. LULULEMON ATHLETICA INC   2022-08-25 2023-01-04
45. MARATHON PETROLEUM CORP     2023-01-04
3. MASTERCARD INC   2015-09-30 2023-01-04
30. MATCH GROUP INC NEW   2022-02-03 2023-01-04
65. MATCH GROUP INC NEW     2023-01-04
62. MICROSOFT CORP   1995-01-25 2023-01-04
94. NVIDIA CORP     2023-01-04
54. PALO ALTO NETWORKS INC   2022-08-08 2023-01-04
96. PAYPAL HOLDINGS INC     2023-01-04
10. PAYPAL HOLDINGS INC   2021-03-08 2023-01-04
16. S P GLOBAL INC     2023-01-04
9. S P GLOBAL INC     2023-01-04
22. SALESFORCE COM INC     2023-01-04
44. SALESFORCE COM INC     2023-01-04
163. SCHWAB CHARLES CORP NEW COM     2023-01-04
21. SERVICENOW INC     2023-01-04
14. SQUARE INC A   2022-04-14 2023-01-04
59. TRADE DESK INC THE CLASS A   2022-04-14 2023-01-04
75. TRADE DESK INC THE CLASS A     2023-01-04
12. TRANSDIGM GROUP INC   2022-02-03 2023-01-04
2. TRANSDIGM GROUP INC   2021-09-01 2023-01-04
75. TRANSUNION     2023-01-04
55. TRANSUNION     2023-01-04
327. UBER TECHNOLOGIES INC   2022-08-25 2023-01-04
4. UNITEDHEALTH GRP INC COM   2010-10-06 2023-01-04
100. WAL MART STORES INC   2016-09-29 2023-01-04
131. ZILLOW GROUP INC     2023-01-04
31. MEDTRONIC PLC   2022-02-03 2023-01-04
43. APTIV PLC   2018-11-12 2023-01-04
72. GILEAD SCIENCES INC     2023-02-22
780. ISHARES 1 3 YEAR TREASURY BOND ETF   2022-08-25 2023-02-22
22. MOTOROLA SOLUTIONS INC   2022-08-08 2023-02-22
9. CHUBB LTD   2023-01-04 2023-02-22
16. CHUBB LTD   2009-03-31 2023-02-22
127.646 ROWE T PRICE MID CAP GROWTH FD INC     2023-02-28
99.368 T ROWE PRICE SMALL CAP STOCK FD     2023-02-28
9557.5345 PIONEER ILS INTERVAL FUND     2023-03-06
347.618 HARDING LOEVNER INTERNATIONAL EQUITY   2017-02-13 2023-06-14
1499.748 MAINSTAY CBRE GLOBAL INFRASTRUCTURE     2023-06-14
3478.261 MAINSTAY CBRE GLOBAL INFRASTRUCTURE   2022-04-19 2023-06-14
19.918 T ROWE PRICE SMALL CAP STOCK FD   2022-12-13 2023-07-21
404.722 T ROWE PRICE SMALL CAP STOCK FD     2023-07-21
173.131 BARON EMERGING MARKETS INSTITUTIONAL   2019-07-31 2023-08-02
30. ISHARES CORE S P 500 ETF   2022-02-03 2023-08-02
72.583 ROWE T PRICE MID CAP GROWTH FD INC     2023-08-02
24. ISHARES CORE S P 500 ETF   2022-02-03 2023-08-15
51. AMAZON COM INC   2016-04-22 2023-08-25
43. CATERPILLAR INC   2023-01-04 2023-08-25
23. CISCO SYS INC   2023-01-04 2023-08-25
30. MARATHON PETROLEUM CORP   2022-02-03 2023-08-25
4. MICROSOFT CORP   1995-01-25 2023-08-25
19. VISA INC   2023-01-04 2023-08-25
8. ACCENTURE PLC CL A   2023-01-04 2023-08-25
72.517 BARON EMERGING MARKETS INSTITUTIONAL   2019-07-31 2023-08-31
811.36 HARDING LOEVNER INTERNATIONAL EQUITY   2017-02-13 2023-08-31
2205. ISHARES INTERNATIONAL SELECT ETF   2022-04-14 2023-08-31
48. ISHARES CORE MSCI EAFE ETF   2023-06-14 2023-08-31
49. ISHARES CORE MSCI EMERGING MKTS ETF   2022-08-25 2023-08-31
143.937 MFS MID CAP VALUE I     2023-08-31
155.609 ROWE T PRICE MID CAP GROWTH FD INC     2023-08-31
598.434 STONE RIDGE HY REINSUR-I   2023-03-09 2023-08-31
220. ARTISAN HIGH INCOME FUND   2022-08-25 2023-09-20
31. ISHARES CORE S P 500 ETF   2022-02-03 2023-09-20
65. ISHARES CORE U.S. AGGREGATE BOND ETF   2022-01-12 2023-09-20
194. ISHARES RUSSELL MID CAP ETF   2023-08-31 2023-09-20
485. ISHARES RUSSELL MID CAP ETF   2022-08-25 2023-09-20
26. TARGET CORP   2023-08-25 2023-09-20
2566.701 PIONEER ILS INTERVAL FUND   2022-02-22 2023-12-11
10. APPLE COMPUTER INC   2006-06-14 2023-12-14
6. BLACKROCK INC   2022-08-08 2023-12-14
264. ISHARES CORE U.S. AGGREGATE BOND ETF   2022-01-12 2023-12-14
55. MARATHON PETROLEUM CORP     2023-12-14
6. ACCENTURE PLC CL A   2023-01-04 2023-12-14
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(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 9,876   13,852 -3,976
b 3,425   5,153 -1,728
c 3,680   6,280 -2,600
d 2,628   5,374 -2,746
e 1,545   399 1,146
4,238   1,762 2,476
8,202   2,966 5,236
13,608   220 13,388
19,747   21,448 -1,701
5,786   5,953 -167
8,300   8,657 -357
2,477   2,119 358
7,773   3,985 3,788
3,297   4,211 -914
1,499   2,178 -679
4,420   6,190 -1,770
2,743   2,479 264
4,802   5,298 -496
4,820   5,185 -365
3,579   5,565 -1,986
6,376   7,359 -983
4,965   3,926 1,039
3,935   5,861 -1,926
1,928   2,219 -291
7,183   7,806 -623
3,137   605 2,532
27,986   30,207 -2,221
5,463   5,489 -26
4,970   2,271 2,699
1,066   270 796
1,266   3,411 -2,145
2,742   5,266 -2,524
14,128   239 13,889
13,805   23,008 -9,203
7,483   9,198 -1,715
7,479   10,191 -2,712
779   2,290 -1,511
5,503   6,304 -801
3,095   2,959 136
3,058   4,101 -1,043
6,116   8,898 -2,782
13,592   5,415 8,177
8,273   10,842 -2,569
942   1,758 -816
2,573   3,932 -1,359
3,271   4,591 -1,320
7,619   7,504 115
1,270   1,214 56
4,660   7,231 -2,571
3,417   4,787 -1,370
8,416   9,648 -1,232
2,020   136 1,884
14,345   7,087 7,258
4,533   7,328 -2,795
2,519   3,179 -660
4,092   3,198 894
6,045   4,719 1,326
63,222   64,306 -1,084
5,839   5,439 400
1,897   2,024 -127
3,373   632 2,741
11,976   13,438 -1,462
5,494   4,991 503
78,850   80,722 -1,872
9,094   6,577 2,517
18,642   19,630 -988
43,235   48,000 -4,765
1,143   1,067 76
23,231   14,660 8,571
2,443   2,394 49
13,602   13,546 56
7,406   6,014 1,392
10,719   10,837 -118
6,786   1,572 5,214
11,725   10,385 1,340
1,281   1,101 180
4,338   2,310 2,028
1,292   15 1,277
4,615   4,031 584
2,549   2,174 375
989   1,003 -14
20,187   15,351 4,836
58,175   69,887 -11,712
3,223   3,279 -56
2,416   2,444 -28
4,279   3,974 305
15,626   11,600 4,026
5,422   5,141 281
1,921   1,980 -59
13,884   13,998 -114
6,215   7,331 -1,116
13,959   14,266 -307
34,898   35,203 -305
3,139   3,170 -31
21,637   21,278 359
1,977   21 1,956
4,818   4,226 592
26,111   29,777 -3,666
8,250   3,821 4,429
2,063   1,631 432
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      6,035
      6,035
      6,035
      6,035
      6,035
      6,035
      6,035
      6,035
      6,035
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       -3,976
b       -1,728
c       -2,600
d       -2,746
e       1,146
      2,476
      5,236
      13,388
      -1,701
      -167
      -357
      358
      3,788
      -914
      -679
      -1,770
      264
      -496
      -365
      -1,986
      -983
      1,039
      -1,926
      -291
      -623
      2,532
      -2,221
      -26
      2,699
      796
      -2,145
      -2,524
      13,889
      -9,203
      -1,715
      -2,712
      -1,511
      -801
      136
      -1,043
      -2,782
      8,177
      -2,569
      -816
      -1,359
      -1,320
      115
      56
      -2,571
      -1,370
      -1,232
      1,884
      7,258
      -2,795
      -660
      894
      1,326
      -1,084
      400
      -127
      2,741
      -1,462
      503
      -1,872
      2,517
      -988
      -4,765
      76
      8,571
      49
      56
      1,392
      -118
      5,214
      1,340
      180
      2,028
      1,277
      584
      375
      -14
      4,836
      -11,712
      -56
      -28
      305
      4,026
      281
      -59
      -114
      -1,116
      -307
      -305
      -31
      359
      1,956
      592
      -3,666
      4,429
      432
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 25,504
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 1,068
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 1,068
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 1,068
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,296
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,296
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,228
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,068 Refundedright arrow 11 5,160
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNE
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrow  
14
The books are in care ofright arrowUS BANK NATIONAL ASSOCIATION Telephone no.right arrow (402) 434-1103

Located atright arrow233 SOUTH 13THLINCOLNNE ZIP+4right arrow68508
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
RONALD C JENSEN SECRETARY
4 		0    
1500 WOODMEN TOWER
OMAHA,NE68102
STEVE C OTTO CO-PRESIDENT
4 		0    
1500 KINGSTON RD
LINCOLN,NE68506
JIM OTTO CO-PRESIDENT
4 		0    
1610 S 70TH ST STE 101
LINCOLN,NE68506
PATRICK A GREWE TREASURER
4 		0    
233 SOUTH 13TH STE 1011
LINCOLN,NE68508
US BANK NA TRUSTEE
1 		32,664    
PO BOX 0634
MILWAUKEE,WI532010634
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
2,039,353
b
Average of monthly cash balances.......................
1b
24,920
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,064,273
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
2,064,273
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
30,964
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,033,309
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
101,665
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
101,665
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,068
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,068
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
100,597
4
Recoveries of amounts treated as qualifying distributions................
4
2,000
5
Add lines 3 and 4............................
5
102,597
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
102,597
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
128,289
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
128,289
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 102,597
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 26,797
b From 2019...... 29,513
c From 2020...... 23,872
d From 2021...... 0
e From 2022...... 22,655
f Total of lines 3a through e ........ 102,837
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 128,289
a Applied to 2022, but not more than line 2a 0
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 2023 distributable amount..... 102,597
e Remaining amount distributed out of corpus 25,692
5 Excess distributions carryover applied to 2023. 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 5 128,529
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		26,797
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		101,732
10 Analysis of line 9:
a Excess from 2019.... 29,513
b Excess from 2020.... 23,872
c Excess from 2021.... 0
d Excess from 2022.... 22,655
e Excess from 2023.... 25,692
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
NORMAN OTTO JAMES M COX FOUNDATION
1500 KINGSTON ROAD
LINCOLN,NE68506
(402) 488-1951
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION FORMS ARE AVAILABLE UPON REQUEST.
cAny submission deadlines:
APRIL 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AMOUNT OF THE SCHOLARSHIP IS $1,000 AND AWARDED TO HIGH SCHOOL SENIORS ATTENDING COLLEGE OR TRADE SCHOOL. APPLICANTS MUST BE IN THE EASTERN THIRD OF NEBRASKA.
Form 990-PF (2023)
Form 990-PF (2023)
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

UNIVERSITY OF NEBRASKA

1400 R ST
LINCOLN,NE68588 		NONE I SCHOLARSHIPS 6,000

NEBRASKA CHILDREN'S HOME

4939 SOUTH 118TH ST
OMAHA,NE68137 		NONE PC GENERAL OPERATING 5,000

HAMILTON COMMUNITY FOUNDATION

319 NORTH THIRD ST
HAMILTON,OH45011 		NONE PC GENERAL OPERATING 5,000

UNIVERSITY OF NEBRASKA OMAHA

6001 DODGE STREET
OMAHA,NE681822000 		NONE I SCHOLARSHIPS 14,000

SOUTHEAST COMMUNITY COLLEGE

3202 35TH AVENUE
COUNCIL BLUFFS,IA51501 		NONE I SCHOLARSHIPS 10,000

UNIVERSITY OF NEBRASKA LINCOLN

1400 R ST
LINCOLN,NE68588 		NONE I SCHOLARSHIPS 26,560

WAYNE STATE COLLEGE

1111 MAIN STREET
WAYNE,NE68787 		NONE I SCHOLARSHIPS 9,000

UNIVERSITY OF NEBRASKA-KEARNEY

905 W 25TH
KEARNEY,NE688492350 		NONE I SCHOLARSHIPS 4,000

NORTHEAST COMMUNITY COLLEGE

PO BOX 469
NORFOLK,NE68702 		NONE I SCHOLARSHIPS 14,000

GRACE CHILDRENS HOME

1033 N MAIN STREET
HENDERSON,NE68371 		NONE PC GENERAL OPERATING 5,000

METRO COMMUNITY COLLEGE

5300 N 30TH ST
OMAHA,NE68111 		NONE I SCHOLARSHIP 1,000

OMAHA BRIDGES OUT OF POVERTY

PO BOX 540338
OMAHA,NE68154 		NONE PC GENERAL OPERATING 5,000

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL STE 300
LINCOLN,NE685082886 		NONE I SCHOLARSHIPS 2,000

HEARTLAND BAPTIST BIBLE COLLEGE INC

4700 NW 10TH ST
OKLAHOMA CITY,OK731275922 		NONE I SCHOLARSHIP 2,000
Total .................................right arrow 3a 108,560
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 69,571  
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 25,504  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 26  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   95,101  
13Total. Add line 12, columns (b), (d), and (e)..................
13
95,101
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2023 InvestmentsCorpBondsSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Name of Bond End of Year Book Value End of Year Fair Market Value
06051GFB0 BANK OF AMERICA MTN 25,314 24,980

TY 2023 InvestmentsCorpStockSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Name of Stock End of Year Book Value End of Year Fair Market Value
56585A102 MARATHON PETROLEUM C 1,632 6,825
931142103 WAL MART STORES INC    
91324P102 UNITED HEALTH GROUP 648 10,003
G5960L103 MEDTRONIC PLC 12,062 11,039
594918104 MICROSOFT CORP 320 31,211
023135106 AMAZON.COM INC 1,665 8,205
02079K305 ALPHABET INC CL A 4,551 17,322
57636Q104 MASTERCARD INC 1,532 7,251
060505104 BANK OF AMERICA CORP 3,486 9,327
46625H100 J P MORGAN CHASE CO 2,083 13,778
H1467J104 CHUBB LTD    
808513105 SCHWAB CHARLES CORP    
037833100 APPLE INC 265 24,836
437076102 HOME DEPOT INC 4,111 12,129
03027X100 AMERICAN TOWER CORP 9,864 17,702
30303M102 FACEBOOK INC A    
22160K105 COSTCO WHSL CORP    
G6095L109 APTIV PLC    
15135B101 CENTENE CORP COM    
375558103 GILEAD SCIENCES INC 3,196 4,213
57667L107 MATCH GROUP INC NEW    
893641100 TRANSDIGM GROUP INC    
012653101 ALBEMARLE CORP 2,966 7,513
78409V104 S P GLOBAL INC    
87612E106 TARGET CORP 13,711 10,966
28176E108 EDWARDS LIFESCIENCES    
89400J107 TRANSUNION    
79466L302 SALESFORCE COM INC    
009066101 AIRBNB INC CL A    
217204106 COPART INC COM    
88339J105 TRADE DESK INC THE C    
278865100 ECOLAB INC    
30063P105 EXACT SCIENCES CORPO    
70450Y103 PAYPAL HOLDINGS INC    
29444U700 EQUINIX INC    
697435105 PALO ALTO NETWORKS I    
29786A106 ETSY INC    
461202103 INTUIT INC    
65339F101 NEXTERA ENERGY INC 12,043 10,083
67066G104 NVIDIA CORP    
90353T100 UBER TECHNOLOGIES IN    
550021109 LULULEMON ATHLETICA    
09247X101 BLACKROCK INC 9,964 11,365
00724F101 ADOBE SYS INC    
98954M101 ZILLOW GROUP INC    
81762P102 SERVICENOW INC    
852234103 SQUARE INC A    
007903107 ADVANCED MICRO DEVIC    
620076307 MOTOROLA SOLUTIONS I    
002824100 ABBOTT LABORATORIES 9,928 9,796
00287Y109 ABBVIE INC 12,651 12,243
031162100 AMGEN INC 7,925 8,641
032654105 ANALOG DEVICES INC 8,287 9,134
086516101 BEST BUY CO INC 5,027 4,775
12572Q105 CME GROUP INC 7,358 8,635
149123101 CATERPILLAR INC 3,623 4,435
166764100 CHEVRON CORPORATION 4,024 4,027
17275R102 CISCO SYSTEMS INC 5,938 6,264
20030N101 COMCAST CORP CL A 11,529 13,813
20825C104 CONOCOPHILLIPS 5,119 5,223
244199105 DEERE CO. 3,908 3,999
438516106 HONEYWELL INTERNATIO 9,876 9,856
502431109 L3HARRIS TECHNOLOGIE 10,913 10,952
559222401 MAGNA INTL INC CL 7,360 7,385
609207105 MONDELEZ INTERNATION 8,516 9,199
617446448 MORGAN STANLEY 12,354 13,242
717081103 PFIZER INC 9,381 5,355
74340W103 PROLOGIS INC 3,934 4,266
747525103 QUALCOMM INC 6,232 7,521
855244109 STARBUCKS CORP 8,441 7,777
882508104 TEXAS INSTRUMENTS IN 13,162 13,296
907818108 UNION PACIFIC CORP 3,560 4,176
911312106 UNITED PARCEL SERVIC 5,733 5,346
92343V104 VERIZON COMMUNICATIO 4,550 4,147
92826C839 VISA INC 6,364 7,811
G1151C101 ACCENTURE PLC CL A 10,051 12,984
G54950103 LINDE PLC SHS 4,454 5,750

TY 2023 InvestmentsOtherSchedule2
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
72369L107 PIONEER ILS INTERVAL      
524686524 CLEARBRIDGE INTERNAT AT COST 58,845 61,123
101156602 BOSTON TRUST WALDEN AT COST 18,608 24,063
464287655 ISHARES RUSSELL 2000 AT COST 59,855 61,217
03463K406 ANGEL OAK MULTI STRA AT COST 71,324 58,640
464287226 ISHARES CORE U.S. AG AT COST 320,820 287,825
779572106 T ROWE PRICE SMALL C      
06828M876 BARON EMERGING MARKE AT COST 56,801 61,350
670678507 NUVEEN REAL ESTATE S AT COST 43,143 48,038
46434G103 ISHARES CORE MSCI EM AT COST 59,659 61,455
464287200 ISHARES CORE S P 500 AT COST 92,798 106,034
779556109 T ROWE PRICE MID CAP AT COST 62,634 86,528
464287457 ISHARES 1 3 YEAR TRE      
74440B884 PGIM TOTAL RETURN BO AT COST 180,497 160,301
04314H568 ARTISAN HIGH INCOME AT COST 83,020 83,297
464287499 ISHARES RUSSELL MID AT COST 50,017 54,877
56064L298 MAINSTAY CBRE GLOBAL      
412295107 HARDING LOEVNER INTE      
464288448 ISHARES INTERNATIONA      
55272P596 MFS MID CAP VALUE I AT COST 39,949 54,453
46432F842 ISHARES CORE MSCI EA AT COST 143,026 148,931
024524217 AMERICAN BEACON STEP AT COST 26,083 26,422
464287432 ISHARES 20 YEAR TREA AT COST 21,119 20,567
464287473 ISHARES RUSSELL MIDC AT COST 53,903 58,029
464288877 ISHARES MSCI EAFE VA AT COST 59,447 62,312
808524847 SCHWAB US REIT ETF AT COST 10,105 11,018
861728400 STONE RIDGE HY REINS AT COST 78,661 78,909

TY 2023 LegalFeesSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - INCOME (ALLOCABLE 684     684


TY 2023 OtherAssetsSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME   0 0
000000000 MISCELLANEOUS ENTRY 1,451 1,680 1,680


TY 2023 OtherDecreasesSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Description Amount
COST BASIS ADJUSTMENT 12


TY 2023 OtherExpensesSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER MISC EXPENSES 1,213 0   1,213


TY 2023 OtherIncomeSchedule2
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 26 26  


TY 2023 OtherIncreasesSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Description Amount
RECOVERY OF GRANTS PAID 2,000


TY 2023 TaxesSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 965 965   0
FEDERAL TAX PAYMENT - PRIOR YE 4,710 0   0
FEDERAL ESTIMATES - PRINCIPAL 7,296 0   0
FOREIGN TAXES ON NONQUALIFIED 338 338   0