TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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 OF GEORGIA INC

Number and street (or P.O. box number if mail is not delivered to street address)6205-A PEACHTREE DUNWOODY ROAD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA303284524

A Employer identification number

58-6032469

B Telephone number (see instructions)

(678) 645-4659

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$921,083,861J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	50,000,000
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	16,813,221		16,813,221
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		21,403,676
b	Gross sales price for all assets on line 6a 601,629,289
7	Capital gain net income (from Part IV, line 2)...			21,403,676
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).......	List of Attached Documents: // Content	-777,687	-829,806
12	Total. Add lines 1 through 11........	87,439,210		37,387,091
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	2,425	0	2,425
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	51,513	0	24,314
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	4,575,909	4,540,973	34,936
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	500,884	18,297	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	27,600	4,771	22,829
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	5,158,331		4,564,041	84,504
25	Contributions, gifts, grants paid.......	37,477,500			40,020,834
26	Total expenses and disbursements. Add lines 24 and 25	42,635,831		4,564,041	40,105,338
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	44,803,379
b	Net investment income (if negative, enter -0-)			32,823,050
c	Adjusted net income (if negative, enter -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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	51,159,333	39,993,405	39,993,405
	3	Accounts receivable 277,704
		Less: allowance for doubtful accounts	5,782,738	277,704	277,704
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	0	List of Attached Documents: // Content 10,938,738	10,970,130
	b	Investments—corporate stock (attach schedule).......	577,678,654	List of Attached Documents: // Content 613,342,410	665,850,913
	c	Investments—corporate bonds (attach schedule).......	11,754,148	List of Attached Documents: // Content 12,034,735	11,675,521
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	105,246,969	List of Attached Documents: // Content 117,202,104	192,187,472
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 285,381	List of Attached Documents: // Content 128,716	List of Attached Documents: // Content 128,716
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	751,907,223	793,917,812	921,083,861
	17	Accounts payable and accrued expenses..........	339,750	27,199
	18	Grants payable.................	62,133,333	59,589,999
	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 )
	23	Total liabilities (add lines 17 through 22).........	62,473,083	59,617,198
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	689,434,140	734,300,614
	29	Total net assets or fund balances (see instructions).....	689,434,140	734,300,614
	30	Total liabilities and net assets/fund balances (see instructions).	751,907,223	793,917,812

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

689,434,140

Enter amount from Part I, line 27a .....................

44,803,379

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

63,095

Add lines 1, 2, and 3 ..........................

734,300,614

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

734,300,614

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
1 a	ST LOSS FROM K-1: ACADIAN	P
b	LT LOSS FROM K-1: ACADIAN	P
c	LT GAIN FROM K-1: BDT CAPITAL PARTNERS I-A	P
d	LT GAIN FROM K-1: BDT CAPITAL PARTNERS II	P
e	LT GAIN FROM K-1: H.I.G. ADVANTAGE BUYOUT FUND	P
	LT LOSS FROM K-1: REGIMENT CAPITAL SPECIAL SITUATIONS FUND V	P
	LT LOSS FROM K-1: TTV FUND IV	P
	LT LOSS FROM K-1: TTV FUND V	P
	LT GAIN FROM K-1: TTV FUND VI	P
	LT GAIN FROM K-1: FALFURRIAS CAPITAL PARTNERS II	P
	LT GAIN FROM K-1: FALFURRIAS CAPITAL PARTNERS III	P
	LT GAIN FROM K-1: FALFURRIAS CAPITAL PARTNERS IV	P
	PUBLICLY TRADED SECURITIES	P
	ACADIAN ALL COUNTRY WORLD EX US FUND	P
	REGIMENT CAPITAL SPECIAL SITUATIONS FUND V	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a			-287,827
b			-344,695
c			96,855
d			72,892
e			502,942
			-190,302
			-68,876
			-357,246
			-20,079
			1,183
			3,231,168
			521,830
	601,462,721	583,227,217	18,235,504
	122,957	126,434	-3,477
	43,611	29,807	13,804

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			-287,827
b			-344,695
c			96,855
d			72,892
e			502,942
			-190,302
			-68,876
			-357,246
			-20,079
			1,183
			3,231,168
			521,830
			18,235,504
			-3,477
			13,804

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	21,403,676
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	456,240
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	456,240
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	456,240
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	444,253
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	430,000
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	874,253
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	418,013
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax418,013	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

WWW.COXFOUNDATION.COM

The books are in care of right arrow

COX FOUNDATIONS COX ENTERPRISES I Telephone no. right arrow

(678) 645-4659

Located at right arrow

6205-A PEACHTREE DUNWOODY ROADATLANTAGA ZIP+4 right arrow

30328

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

Yes

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
JAMES C KENNEDY	CHAIRMAN/PRESIDENT/TRUSTEE 0.40	0	0	0
6205-A PEACHTREE DUNWOODY ROAD ATLANTA,GA30328	CHAIRMAN/PRESIDENT/TRUSTEE 0.40	0	0	0
NANCY K RIGBY	TREASURER/SECRETARY/TRUSTEE 15.00	0	0	0
6205-A PEACHTREE DUNWOODY ROAD ATLANTA,GA30328	TREASURER/SECRETARY/TRUSTEE 15.00	0	0	0
ALEXANDER C TAYLOR	VICE PRESIDENT/TRUSTEE 0.40	0	0	0
6205-A PEACHTREE DUNWOODY ROAD ATLANTA,GA30328	VICE PRESIDENT/TRUSTEE 0.40	0	0	0
JOHN M DYER	TRUSTEE 0.40	0	0	0
6205-A PEACHTREE DUNWOODY ROAD ATLANTA,GA30328	TRUSTEE 0.40	0	0	0
BARBARA K HARTY	VICE PRESIDENT/TRUSTEE 0.40	0	0	0
6205-A PEACHTREE DUNWOODY ROAD ATLANTA,GA30328	VICE PRESIDENT/TRUSTEE 0.40	0	0	0
JESSIE S MCKELLAR	ASSISTANT SECRETARY 15.00	0	0	0
6205-A PEACHTREE DUNWOODY ROAD ATLANTA,GA30328	ASSISTANT SECRETARY 15.00	0	0	0

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...................				0

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
STG PARTNERS	INVESTMENT MANAGEMENT FEES	4,418,016
3455 PEACHTREE ROAD NE SUITE 1000 ATLANTA,GA30326	INVESTMENT MANAGEMENT FEES	4,418,016
ACADIAN ASSET MANAGEMENT LLC	INVESTMENT MANAGEMENT FEES	122,957
260 FRANKLIN STREET BOSTON,MA02110	INVESTMENT MANAGEMENT FEES	122,957

Total number of others receiving over $50,000 for professional services............. right arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

634,964,633

Average of monthly cash balances.......................

34,738,788

Fair market value of all other assets (see instructions)................

192,187,472

Total (add lines 1a, b, and c).........................

861,890,893

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

861,890,893

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

12,928,363

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

848,962,530

Minimum investment return. Enter 5% (0.05) of line 5................

42,448,127

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.)

Minimum investment return from Part IX, line 6..................

42,448,127

Tax on investment income for 2022 from Part V, line 5.......

456,240

Income tax for 2022. (This does not include the tax from Part V.) ...

1,781

Add lines 2a and 2b............................

458,021

Distributable amount before adjustments. Subtract line 2c from line 1............

41,990,106

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

41,990,106

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

41,990,106

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

40,105,338

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

40,105,338

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				41,990,106
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......			25,400,916
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2023 from Part
XI, line 4: $ 40,105,338
a Applied to 2022, but not more than line 2a			25,400,916
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.....				14,704,422
e Remaining amount distributed out of corpus	0
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	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 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 ..........				27,285,684
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) ...	0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....
e Excess from 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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

APPLICATIONS ARE ONLY ACCEPTED ONLI
6205-A PEACHTREE DUNWOODY ROAD
ATLANTA,GA30328
(678) 645-4659

bThe form in which applications should be submitted and information and materials they should include:

APPLICATIONS ARE ONLY ACCEPTED ONLINE. VISIT WWW.COXFOUNDATION.COM TO LEARN ABOUT APPLICATION CONTENT AND ACCESS LINK TO ON-LINE SUBMISSION FORM.

cAny submission deadlines:

VISIT WWW.COXFOUNDATION.COM FOR SUBMISSION DEADLINES.

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

VISIT WWW.COXFOUNDATION.COM FOR RESTRICTIONS/LIMITATIONS ON ELIGIBILITY.

Form 990-PF (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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
A KID AGAIN 777-G DEARBORN PARK LN COLUMBUS,OH43085	N/A	PC	PROGRAM SUPPORT	25,000
AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK,NY10022	N/A	PC	PROGRAM SUPPORT	900,000
AMERICAN RIVERS 1101 14TH STREET NW SUITE 1400 WASHINGTON,DC20005	N/A	PC	GENERAL OPERATING SUPPORT	50,000
ATLANTA BELTLINE PARTNERSHIP 970 JEFFERSON ST NW SUITE 4 ATLANTA,GA30318	N/A	PC	CAPITAL CAMPAIGN	1,000,000
ATLANTA BELTLINE PARTNERSHIP 970 JEFFERSON ST NW SUITE 4 ATLANTA,GA30318	N/A	PC	CAPITAL CAMPAIGN	4,100,000
ATLANTA BOTANICAL GARDEN 1345 PIEDMONT AVENUE NE ATLANTA,GA30309	N/A	PC	CAPITAL CAMPAIGN	5,000,000
ATLANTA BOTANICAL GARDEN 1345 PIEDMONT AVENUE NE ATLANTA,GA30309	N/A	PC	CAPITAL CAMPAIGN	50,000
ATLANTA POLICE FOUNDATION 191 PEACHTREE STREET SUITE 191 ATLANTA,GA30303	N/A	PC	CAPITAL CAMPAIGN	3,333,334
ATLANTA RONALD MCDONALD HOUSE CHARITIES 795 GATEWOOD ROAD NE ATLANTA,GA30329	N/A	PC	CAPITAL CAMPAIGN	350,000
ATLANTA SPEECH SCHOOL 3160 NORTHSIDE PARKWAY ATLANTA,GA30327	N/A	PC	CAPITAL CAMPAIGN	1,700,000
AUTOMOTIVE TRAINING CENTER 2210 SYLVAN ROAD SUITE M EAST POINT,GA30344	N/A	PC	CAPITAL CAMPAIGN	200,000
BALL HEADZ INC 83 CAMP ST UNIT 144 MERIDEN,CT06450	N/A	PC	UNRESTRICTED SUPPORT; ANNE COX CHAMBERS AWARD BENEFICIARY	10,000
BAPTIST HEALTH CARE FOUNDATION 1717 NORTH E ST SUITE 423 PENSACOLA,FL32501	N/A	PC	SPECIAL PROJECT	500,000
BOYS & GIRLS CLUBS OF AMERICA 1275 PEACHTREE ST NE ATLANTA,GA30309	N/A	PC	PROGRAM SUPPORT	150,000
BOYS & GIRLS CLUBS OF METRO ATLANTA 2880 DRESDEN DRIVE CHAMBLEE,GA30341	N/A	PC	CAPITAL CAMPAIGN	250,000
CATALYST SPORTS INC 2020 HOWELL MILL ROAD NW SUITE D 560 ATLANTA,GA30318	N/A	PC	SPECIAL PROJECT	45,000
CHATTAHOOCHEE RIVERKEEPER 6020 RIVER VIEW ROAD BLDG 7000 SUITE 100 SMYRNA,GA30126	N/A	PC	PROGRAM SUPPORT	50,000
CHATTAHOOCHEE RIVERKEEPER 6020 RIVER VIEW ROAD BLDG 7000 SUITE 100 SMYRNA,GA30126	N/A	PC	UNRESTRICTED SUPPORT; CHAIRMAN'S CUP AWARD BENEFICIARY	2,500
CHESAPEAKE BAY FOUNDATION INC PHILIP MERRILL ENVIRONMENTAL CENTER 6 HERNDON AVENUE ANNAPOLIS,MD21403	N/A	PC	UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY	5,000
CHILDREN'S HEALTHCARE OF ATLANTA 1575 NORTHEAST EXPRESSWAY ATLANTA,GA30329	N/A	PC	CAPITAL CAMPAIGN	2,000,000
CITY OF REFUGE INC 1300 JOSEPH E BOONE BLVD NW ATLANTA,GA30314	N/A	PC	CAPITAL CAMPAIGN	1,500,000
CLEANUP KIDS LIMITED 8168 COVENTRY LANE CHATTANOOGA,TN37421	N/A	PC	UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY	30,000
COMMUNITIES IN SCHOOLS OF ATLANTA INC 260 PEACHTREE STREET SUITE 750 ATLANTA,GA30303	N/A	PC	PROGRAM SUPPORT	100,000
CONSERVATION FLORIDA 37 N ORANGE AVE SUITE 323 ORLANDO,FL32801	N/A	PC	SPECIAL PROJECT	25,000
DELRIDGE NEIGHBORHOODS DEVELOPMENT ASSOCIATION 4408 DELRIDGE WAY SW SEATTLE,WA981061347	N/A	PC	PROGRAM SUPPORT	30,000
DIGNITYMOVES 2406 BUSH STREET SAN FRANCISCO,CA94115	N/A	PC	PROGRAM SUPPORT	100,000
EARLY LEARNING PROPERTY MANAGEMENT INC 3715 NORTHSIDE PARKWAY NW SUITE 3-660 ATLANTA,GA30327	N/A	PC	CAPITAL CAMPAIGN	75,000
EAST LAKE FOUNDATION 2606 ALSTON DRIVE SE ATLANTA,GA30317	N/A	PC	PROGRAM SUPPORT	500,000
EASTER SEAL NORTH GEORGIA INC 815 PARK NORTH BOULEVARD CLARKSTON,GA30021	N/A	PC	CAPITAL CAMPAIGN	150,000
EAT YOUR YARD JAX INC 6500 UTSEY ROAD JACKSONVILLE,FL32219	N/A	PC	UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY	5,000
EMORY UNIVERSITY 1762 CLIFTON ROAD SUITE 2400 ATLANTA,GA30322	N/A	PC	PROGRAM SUPPORT	6,000,000
EPISCOPAL HIGH SCHOOL 1200 NORTH QUAKER LANE ALEXANDRIA,VA223023000	N/A	PC	GENERAL OPERATING SUPPORT	35,000
ETHNE HEALTH 980 ROWLAND ST SUITE 4190 CLARKSTON,GA30021	N/A	PC	SPECIAL PROJECT	25,000
FIRST STEP STAFFING 236 AUBURN AVENUE NE SUITE 203 ATLANTA,GA30303	N/A	PC	CAPITAL CAMPAIGN	250,000
FLORIDA NATIVE PLANT SOCIETY INC PO BOX 278 MELBOURNE,FL32902	N/A	PC	UNRESTRICTED SUPPORT; CHAIRMAN'S CUP AWARD BENEFICIARY	15,000
FOOD WELL ALLIANCE 970 JEFFERSON STREET NW ATLANTA,GA30318	N/A	PC	GENERAL OPERATING SUPPORT	1,000,000
FOOD WELL ALLIANCE 970 JEFFERSON STREET NW ATLANTA,GA30318	N/A	PC	GENERAL OPERATING SUPPORT	1,000,000
G-CAPP (THE GEORGIA CAMPAIGN FOR ADOLESCENT POWER & POTENTIAL) 1849 THE EXCHANGE SE SUITE 200 ATLANTA,GA30339	N/A	PC	PROGRAM SUPPORT	100,000
GEORGIA COURT APPOINTED SPECIAL ADVOCATES INC 75 MARIETTA ST NW SUITE 404 ATLANTA,GA30303	N/A	PC	PROGRAM SUPPORT	60,000
GEORGIA WORKS 275 PRYOR ST SW ATLANTA,GA30303	N/A	PC	CAPITAL CAMPAIGN	200,000
GROUNDWORK JACKSONVILLE INC PO BOX 13295 JACKSONVILLE,FL32206	N/A	PC	CAPITAL CAMPAIGN	250,000
HEAL THE BAY 1444 9TH STREET SANTA MONICA,CA90401	N/A	PC	UNRESTRICTED SUPPORT; CHAIRMAN'S CUP AWARD BENEFICIARY	15,000
HENRY'S FORK FOUNDATION PO BOX 550 801 MAIN STREET ASHTON,ID83420	N/A	PC	UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY	15,000
HOMESTRETCH 89 GROVE WAY ROSWELL,GA30075	N/A	PC	PROGRAM SUPPORT	25,000
HOUSE OF CHERITH INC 1300 JOSEPH E BOONE BLVD NW ATLANTA,GA30314	N/A	PC	PROGRAM SUPPORT	50,000
INOVA HEALTH SYSTEM FOUNDATION 8095 INNOVATION PARK DR FAIRFAX,VA22031	N/A	PC	CAPITAL CAMPAIGN	250,000
JEWISH FAMILY & CAREER SERVICES OF ATLANTA INC 4549 CHAMBLEE DUNWOODY ROAD ATLANTA,GA30338	N/A	PC	CAPITAL CAMPAIGN	100,000
JUST PEOPLE INC 1412 OAKBROOK DRIVE NORCROSS,GA30093	N/A	PC	GENERAL OPERATING SUPPORT	25,000
LIFECYCLE BUILDING CENTER INC 1116 MURPHY AVENUE SOUTHWEST ATLANTA,GA30310	N/A	PC	UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY	30,000
LIFETOOLS COMMUNITY DEVELOPMENT CORPORATION 5357 CHAPEL HILL ROAD DOUGLASVILLE,GA30135	N/A	PC	SPECIAL PROJECT	20,000
LOWCOUNTRY LAND TRUST 635 RUTLEDGE AVE SUIRE 107 CHARLESTON,SC29403	N/A	PC	PROGRAM SUPPORT	25,000
MEALS ON WHEELS ATLANTA 1705 COMMERCE DR NW ATLANTA,GA30318	N/A	PC	SPECIAL PROJECT	50,000
NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS 250 WILLIAMS ST SUITE 2322 ATLANTA,GA30303	N/A	PC	CAPITAL CAMPAIGN	1,000,000
NORTH CAROLINA OUTWARD BOUND SCHOOL 2582 RICEVILLE ROAD ASHEVILLE,NC28805	N/A	PC	GENERAL OPERATING SUPPORT	200,000
OPEN HAND ATLANTA INC 181 ARMOUR DRIVE NE ATLANTA,GA30324	N/A	PC	CAPITAL CAMPAIGN	500,000
OPPORTUNITY VILLAGE 6300 W OAKEY BLVD LAS VEGAS,NV89146	N/A	PC	CAPITAL CAMPAIGN	200,000
PARTNERS FOR HOME INC 818 POLLARD BLVD 3RD FLOOR ATLANTA,GA30315	N/A	PC	SPECIAL PROJECT	250,000
PATH FOUNDATION 1601 WEST PEACHTREE STREET ATLANTA,GA30309	N/A	PC	GENERAL OPERATING SUPPORT	25,000
PATH FOUNDATION 1601 WEST PEACHTREE STREET ATLANTA,GA30309	N/A	PC	CAPITAL CAMPAIGN	25,000
PATH FOUNDATION 1601 WEST PEACHTREE STREET ATLANTA,GA30309	N/A	PC	CAPITAL CAMPAIGN	500,000
PATH FOUNDATION 1601 WEST PEACHTREE STREET ATLANTA,GA30309	N/A	PC	CAPITAL CAMPAIGN	900,000
PCS FOR PEOPLE 2492 DOSWELL AVE SAINT PAUL,MN55108	N/A	PC	PROGRAM SUPPORT	100,000
PIEDMONT HEALTHCARE FOUNDATION 2001 PEACHTREE ROAD SUITE 400 ATLANTA,GA30309	N/A	PC	CAPITAL CAMPAIGN	500,000
PRINCETON UNIVERSITY 100 OVERLOOK CENTER SUITE 300 PRINCETON,NJ08540	N/A	PC	PROGRAM SUPPORT	500,000
REFLECTIONS OF TRINITY INC 4037 AUSTELL POWDER SPRINGS RD POWDER SPRINGS,GA30127	N/A	PC	SPECIAL PROJECT	50,000
RETHINK INC 1544 S 13TH STREET TERRE HAUTE,IN47802	N/A	PC	UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY	30,000
SAN ANTONIO BOTANICAL GARDEN 555 FUNSTON PLACE SAN ANTONIO,TX78209	N/A	PC	CAPITAL CAMPAIGN	50,000
SANDIEGO350 3900 CLEVELAND AVE SUITE 205 SAN DIEGO,CA92103	N/A	PC	UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY	15,000
SAVE THE CHILDREN 501 KINGS HWY EAST SUITE 400 FAIRFIELD,CT06825	N/A	PC	GENERAL OPERATING SUPPORT	100,000
SHEPHERD CENTER FOUNDATION 2020 PEACHTREE RD NW ATLANTA,GA303099965	N/A	PC	CAPITAL CAMPAIGN	2,000,000
SUSTAINABLE HARVEST INTERNATIONAL 177 HUNTINGTON AVE SUITE 1703 23701 BOSTON,MA02115	N/A	PC	UNRESTRICTED SUPPORT; CHAIRMAN'S CUP AWARD BENEFICIARY	15,000
SUSTAINABLE TULSA INC PO BOX 3543 TULSA,OK74101	N/A	PC	UNRESTRICTED SUPPORT; CHAIRMAN'S CUP AWARD BENEFICIARY	2,500
TEXAS TREES FOUNDATION 3000 PEGASUS PARK DRIVE SUITE 740 DALLAS,TX75247	N/A	PC	UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY	5,000
THE CARTER CENTER 453 JOHN LEWIS FREEDOM PARKWAY NE ATLANTA,GA303071406	N/A	PC	GENERAL OPERATING SUPPORT	10,000
THE GREENWICH COUNTRY DAY SCHOOL 401 OLD CHURCH ROAD GREENWICH,CT06830	N/A	PC	GENERAL OPERATING SUPPORT	20,000
THE MORPHO INSTITUTE 405 RIVARD BLVD GROSSE POINTE,MI48230	N/A	PC	UNRESTRICTED SUPPORT; COX CONSERVES AWARD BENEFICIARY	15,000
TRUST FOR PUBLIC LAND 600 WEST PEACHTREE ST NW STE 1840 ATLANTA,GA30308	N/A	PC	PROGRAM SUPPORT	500,000
UNIVERSITY OF GEORGIA FOUNDATION UNIVERSITY OF GEORGIA ATHENS,GA30602	N/A	PC	PROGRAM SUPPORT	100,000
VANDERBILT UNIVERSITY PMB 407826 221 KIRKLAND HALL NASHVILLE,TN37240	N/A	PC	GENERAL OPERATING SUPPORT	20,000
VERMONT FOODBANK 33 PARKER ROAD BARRE,VT05641	N/A	PC	CAPITAL CAMPAIGN	100,000
WELLSPRING LIVING INC 1040 BOULEVARD SE SUITE M ATLANTA,GA30312	N/A	PC	CAPITAL CAMPAIGN	250,000
WOODRUFF ARTS CENTER 1280 PEACHTREE STREET NE ATLANTA,GA30309	N/A	PC	CAPITAL CAMPAIGN	135,000
WOONASQUATUCKET RIVER WATERSHED COUNCIL 45 EAGLE STREET SUITE 202 PROVIDENCE,RI02909	N/A	PC	CAPITAL CAMPAIGN	75,000
WORLD WILDLIFE FUND INC 1250 24TH ST NW WASHINGTON,DC20037	N/A	PC	UNRESTRICTED SUPPORT; CHAIRMAN'S CUP AWARD BENEFICIARY	2,500
WYLDE CENTER 435 OAKVIEW RD DECATUR,GA30030	N/A	PC	SPECIAL PROJECT	50,000
Total ................................. 3a				40,020,834

bApproved for future payment
ATLANTA POLICE FOUNDATION 191 PEACHTREE STREET SUITE 191 ATLANTA,GA30303	N/A	PC	CAPITAL CAMPAIGN	5,000,000
ATLANTA RONALD MCDONALD HOUSE CHARITIES 795 GATEWOOD ROAD NE ATLANTA,GA30329	N/A	PC	CAPITAL CAMPAIGN	150,000
ATLANTA SPEECH SCHOOL 3160 NORTHSIDE PARKWAY ATLANTA,GA30327	N/A	PC	CAPITAL CAMPAIGN	4,190,000
EMORY UNIVERSITY 1762 CLIFTON ROAD SUITE 2400 ATLANTA,GA30322	N/A	PC	PROGRAM SUPPORT	4,000,000
FOOD WELL ALLIANCE 970 JEFFERSON STREET NW ATLANTA,GA30318	N/A	PC	GENERAL OPERATING SUPPORT	1,100,000
GROUNDWORK JACKSONVILLE INC PO BOX 13295 JACKSONVILLE,FL32206	N/A	PC	CAPITAL CAMPAIGN	250,000
PATH FOUNDATION INC 1601 WEST PEACHTREE STREET ATLANTA,GA30309	N/A	PC	CAPITAL CAMPAIGN	5,500,000
UNIVERSITY OF GEORGIA FOUNDATION UNIVERSITY OF GEORGIA ATHENS,GA30602	N/A	PC	PROGRAM SUPPORT	400,000
Total ................................. 3b				20,590,000

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	(e) Related or exempt function income (See instructions.)
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	16,813,221
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....			14	11,963
8 Gain or (loss) from sales of assets other than inventory ............			18	21,403,676
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aPARTNERSHIPS - UBIT	525990	52,119
bPARTNERSHIP INCOME			14	-841,769
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		52,119		37,387,091	0

13Total. Add line 12, columns (b), (d), and (e)..................

37,439,210

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

JAMES M COX FOUNDATION OF GEORGIA INC

Employer identification number

58-6032469

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization JAMES M COX FOUNDATION OF GEORGIA INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	COX ENTERPRISES 6205-A PEACHTREE DUNWOODY ROAD ATLANTA, GA30328	$ 50,000,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization JAMES M COX FOUNDATION OF GEORGIA INC		Employer identification number 58-6032469

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization JAMES M COX FOUNDATION OF GEORGIA INC			Employer identification number 58-6032469
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2023 AccountingFeesSchedule

Name:

JAMES M COX FOUNDATION OF GEORGIA INC

EIN:

58-6032469

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	51,513	0		24,314

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

JAMES M COX FOUNDATION OF GEORGIA INC

EIN:

58-6032469

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AMAZON.COM INC	252,683	246,124
AMAZON.COM INC	163,380	166,981
AMERICAN HONDA FINANCE	222,980	224,190
ANALOG DEVICES INC	204,055	213,182
APPLE INC	259,125	243,637
BANK OF AMERICA CORP	225,590	224,124
BANK OF AMERICA CORP	252,768	238,082
BANK OF NEW YORK MELLON	227,450	223,110
BANK OF NY MELLON CORP	261,542	237,990
BP CAP MARKETS AMERICA	255,275	244,190
BRISTOL-MYERS SQUIBB CO	250,098	242,562
CATERPILLAR INC	251,439	248,130
CHARLES SCHWAB CORP	246,593	229,253
CHARLES SCHWAB CORP	250,390	263,468
CIGNA CORP	277,913	247,842
CISCO SYSTEMS INC	200,205	199,353
COMCAST CORP	251,992	246,634
COMCAST CORP	278,006	246,730
DUKE ENERGY PROGRESS INC	256,626	244,352
GILEAD SCIENCES INC	200,096	199,044
GILEAD SCIENCES INC	255,560	245,960
HOME DEPOT INC	225,860	224,399
HONEYWELL INTERNATIONAL	252,569	238,705
INTEL CORP	264,068	242,798
INTEL CORP	249,818	261,448
JPMORGAN CHASE & CO	252,714	242,083
LAM RESEARCH CORP	266,906	246,835
LOCKHEED MARTIN CORP	263,006	245,453
LOCKHEED MARTIN CORP	258,660	265,638
MARSH & MCLENNAN COS INC	225,339	224,069
MARSH & MCLENNAN COS INC	264,557	249,075
MASTERCARD INC	198,784	198,916
MASTERCARD INC	262,364	238,835
MEDTRONIC GLOBAL HLDINGS	198,554	199,354
METLIFE INC	200,181	198,876
MORGAN STANLEY	251,537	246,433
NVIDIA CORP	262,941	243,288
PAYPAL HOLDINGS INC	188,852	198,932
PFIZER INC	248,001	241,020
ROYAL BANK OF CANADA	225,483	231,058
TARGET CORP	253,066	242,303
TORONTO-DOMINION BANK	220,103	228,500
TRUIST FINANCIAL CORP	242,028	255,540
UNION PACIFIC CORP	253,677	244,228
UNITEDHEALTH GROUP INC	251,928	246,430
UNITEDHEALTH GROUP INC	259,251	232,373
US BANCORP	200,153	199,598
US BANCORP	249,952	237,968
VISA INC	259,462	243,975
VISA INC	241,155	232,453

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

JAMES M COX FOUNDATION OF GEORGIA INC

EIN:

58-6032469

Name of Stock	End of Year Book Value	End of Year Fair Market Value
1ST CTZNS BNCSHS INC A	207,639	198,656
3M COMPANY	643,485	546,491
ADOBE SYS DEL PV$ 0.001	1,201,642	1,816,646
ADOBE SYS DEL PV$ 0.001	1,149,982	1,301,781
ADVANCED DRAIN SYS INC	497,150	839,621
ADVNCD MICRO D INC	547,939	919,985
AES CORP	816,099	918,398
AGILENT TECHNOLOGIES INC	449,703	511,213
AIR PRODUCTS & CHEM	1,125,550	1,149,412
AIR PRODUCTS & CHEM	701,918	659,584
ALIBABA GROUP HOLDING LT	1,069,492	453,821
ALLSTATE CORP DEL COM	658,408	766,670
ALLY FINL INC	360,885	410,066
ALPHABET INC SHS CL A	456,222	483,607
ALPHABET INC SHS CL A	860,106	945,981
ALPHABET INC SHS CL A	775,639	1,851,032
ALPHABET INC SHS CL A	1,741,524	1,983,458
ALPHABET INC SHS CL C	2,826,697	3,803,701
ALPHABET INC SHS CL C	705,080	1,635,634
ALTRIA GROUP INC	253,498	240,144
ALTRIA GROUP INC	693,492	705,345
AMAZON COM INC COM	2,834,800	3,371,396
AMAZON COM INC COM	169,487	175,339
AMAZON COM INC COM	1,837,569	3,074,354
AMAZON COM INC COM	2,446,293	2,581,461
AMER EXPRESS COMPANY	305,576	329,344
AMERICAN INTERNATIONAL GROUP INC	333,577	341,596
AMERICAN INTERNATIONAL GROUP INC	621,386	725,128
AMERICAN TOWER REIT INC	1,902,911	1,731,573
AMETEK INC NEW	468,619	958,176
AMGEN INC COM PV $0.0001	391,602	417,341
AMN ELEC POWER CO	1,102,375	1,031,494
AMPHENOL CORP CL A NEW	1,260,950	1,563,576
ANALOG DEVICES INC COM	949,479	1,116,304
APACHE CORP	280,252	279,003
API GROUP CORP REG SHS	783,953	872,993
APPLE INC	1,782,730	2,185,600
APPLE INC	687,042	1,983,252
APPLIED INDUSTRL TECH	382,986	566,251
APPLIED MATERIALS INC	484,075	550,228
ARTISAN INTERNATIONAL	17,805,799	18,971,992
ASHLAND INC NEW	947,725	912,319
AT&T INC	451,488	445,526
ATLASSIAN CORP PLC	812,069	1,062,521
ATMOS ENERGY CORP COM	692,571	920,246
AUTODESK INC COM ISIN #US0527691069 SED	1,144,947	1,737,960
AVERY DENNISON CORP	747,897	819,961
BANK NEW YORK MELLON	243,102	259,730
BAXTER INTERNTL INC	139,197	146,483
BAXTER INTERNTL INC	641,073	596,524
BECTON DICKINSON CO	974,259	926,798
BERKSHIRE HATHAWAYINC DEL CL B NEW	853,803	1,477,286
BERKSHIRE HATHAWAYINC DEL CL B NEW	1,222,492	1,385,624
BIO TECHNE CORP COM STK	509,837	609,410
BLACKROCK GLOBAL ALLOCATION FD INC INSTL	30,487,313	25,714,443
BLACKROCK INC	154,292	165,607
BLACKROCK INC	865,291	1,429,580
BLACKROCK LIQUIDITY FUND	439,800	439,800
BLACKROCK LIQUIDITY FUND	180,133	180,133
BLACKROCK MULTI-SECTOR	11,126,372	7,514,100
BLACKSTONE GROUP INC CL A	1,186,937	1,403,986
BLUE OWL CAP INC	590,376	648,299
BOEING COMPANY	2,053,085	3,195,170
BOOKING HLDGS INC	1,289,380	1,681,382
BORG WARNER INC COM	161,519	169,821
BRISTOL-MYERS SQUIBB CO	774,511	671,545
BRISTOL-MYERS SQUIBB CO	789,753	538,960
BURLINGTON STORES INC	772,041	1,159,490
CACI INTL INC CL A	907,472	910,047
CADENCE BANK REG SHS	668,913	732,826
CADENCE DESIGN SYS INC	806,345	1,293,758
CANADIAN PAC KANS CITY	1,002,007	1,049,838
CAPITAL ONE FINL	348,107	400,572
CATERPILLAR INC DEL	447,123	483,420
CBRE GROUP INC COM	685,179	736,714
CBRE GROUP INC COM	506,765	579,299
CBRE GROUP INC COM	282,006	322,371
CCC INTELLIGENT	504,434	498,028
CDW CORP	1,066,748	1,197,522
CELANESE CORP DEL SER A	157,496	173,238
CENCORA INC	524,795	529,059
CENTENE CORP	254,889	253,501
CENTENE CORP	540,038	625,368
CENTERPOINT ENERGY INC	554,841	549,173
CHAMPIONX	574,673	973,423
CHARLES RIVER LABS INTL	656,286	770,428
CHARTER COMMUNICATIONS INC NEW CL A	272,888	263,525
CHEMED CORP	675,498	694,683
CHEVRON CORP	639,036	1,018,464
CHEVRON CORP	541,920	512,812
CHIPOTLE MEXICAN GRILL	863,446	1,241,819
CIENA CORP	885,252	911,813
CIGNA CORP	900,954	976,506
CINN FINCL CRP OHIO	605,021	644,659
CISCO SYSTEMS INC COM	125,316	130,645
CISCO SYSTEMS INC COM	750,328	940,076
CISCO SYSTEMS INC COM	812,668	744,715
CITIGROUP INC COM NEW	332,248	362,292
CITIGROUP INC COM NEW	628,244	754,059
CLARIVATE PLC	1,938,868	1,049,704
CLEAN HARBORS INC	698,877	733,640
CME GROUP INC	663,215	748,051
COLGATE PALMOLIVE	636,433	668,448
COMCAST CORP NEW CL A	327,143	337,119
COMCAST CORP NEW CL A	823,862	702,696
COMCAST CORP NEW CL A	587,124	607,761
CONOCOPHILLIPS	362,938	365,040
CONSTELLATION BRANDS INC	676,258	662,637
COPART INC COM	401,628	515,382
CORNING INC	893,047	850,347
CORTEVA INC REG SHS	586,680	609,303
CORTEVA INC REG SHS	200,612	207,829
COUSINS PROPS INC REIT	585,702	456,563
CRH SPON ADR EA REPR 1 ORD SHS EUR0.32	715,146	860,350
CROWN CASTLE INTL CORP	1,017,281	812,435
CSX CORP	428,757	481,913
CVS CAREMARK CORP	129,459	147,734
DANAHER CORP DEL COM	644,341	668,804
DANAHER CORP DEL COM	994,722	1,053,522
DANAHER CORP DEL COM	117,011	121,454
DANAHER CORP DEL COM	1,774,240	1,786,870
DEERE CO	197,218	351,486
DIAGEO PLC SPSD ADR NEW FGN	883,997	858,229
DISNEY (WALT) CO COM STK	529,310	515,827
DISNEY (WALT) CO COM STK	119,461	116,655
DISNEY (WALT) CO COM STK	2,012,025	1,560,121
DOMINION RES INC NEW VA	1,103,401	692,357
DOUBLELINE CORE FIXED	43,680,941	38,462,614
DOUBLELINE TOTAL RETURN	43,654,559	37,389,233
DTE ENERGY COMPANY	1,210,984	1,213,301
DUKE ENERGY CORP NEW	1,656,707	1,736,337
DYNATRACE INC REG SHS	1,052,587	1,053,876
EATON CORP PLC FGN	506,893	647,806
EBAY INC COM	130,478	136,618
ECOLAB INC	1,027,355	978,857
EDWARDS LIFESCIENCES CRP	583,164	616,481
EDWARDS LIFESCIENCES CRP	1,480,306	1,295,640
ELECTRONIC ARTS INC	481,729	566,120
ELI LILLY & CO	1,334,018	1,776,740
EOG RESOURCES INC	310,304	303,705
EQUIFAX INC	136,529	151,836
EVEREST RE GROUP LTD	755,739	746,761
EXELON CORPORATION	1,355,498	1,193,639
EXPEDITORS INTL WASH INC	549,080	903,629
EXXON MOBIL CORP COM	2,014,193	1,763,547
FACTSET RESH SYS INC	665,469	749,446
FACTSET RESH SYS INC	463,922	884,451
FASTENAL COMPANY	581,801	1,032,563
FIDELITY NATL INFO SVCS	976,611	1,092,073
FIDELITY NATL INFO SVCS	1,682,884	964,784
FIRSTENERGY CORP	1,001,745	1,022,557
FISERV INC	331,643	336,484
FMC CORP COM NEW	774,856	550,742
FORTIVE CORP	1,225,204	1,259,662
FORTUNE BRANDS INNOVATIONS INC	185,809	199,411
FRANCO NEV CORP	416,736	321,792
FREEPRT-MCMRAN CPR & GLD	854,663	940,371
FREEPRT-MCMRAN CPR & GLD	591,225	636,507
GALLAGHER ARTHUR J & CO	698,305	666,319
GARTNER INC	941,027	1,252,281
GE HEALTHCARE	184	77
GENERAL ELECTRIC	615	383
GENERAL MOTORS CO	278,885	305,212
GILEAD SCIENCES INC COM	970,188	949,680
GLOBAL PMTS INC GEORGIA	180,118	191,135
GOLDMAN SACHS GROUP INC	187,771	207,930
HCA HLDGS INC COM USD	161,216	169,987
HILTON WORLDWIDE	223,928	276,777
HILTON WORLDWIDE	121,195	128,920
HUMANA INC	703,255	656,957
IDEXX LAB INC DEL $0.10	1,359,114	1,345,441
ILLINOIS TOOL WORKS	498,185	557,146
ILLUMINA INC COM	1,325,692	729,478
INTERCONTINENTALEXCHANGE	996,816	1,206,600
INTERCONTINENTALEXCHANGE	357,845	403,142
INTL BUSINESS MACHINES CORP IBM	677,372	703,265
INTUIT COM	1,209,581	1,525,698
INTUIT COM	1,865,977	2,488,244
INTUITIVE SURGICAL INC NEW	859,329	1,080,564
INTUITIVE SURGICAL INC NEW	383,009	713,516
IQVIA HLDGS INC	323,849	344,988
ISHARES CORE U.S.	32,526,804	27,898,867
ISHARES EDGE MSCI	8,060,868	10,989,162
ISHARES EDGE MSCI MIN	4,155,886	4,564,475
ISHARES EDGE MSCI MIN VOL USA ETF	9,108,168	10,786,825
ISHARES EDGE MSCI USA VALUE FACTOR ETF	6,695,424	7,574,958
ISHARES MSCI EAFE	17,219,901	18,695,153
ISHARES RS 2000 GROWTH	32,554,986	30,403,372
ISHARES RS 2000 VALUE	15,125,168	14,695,218
ISHARES RUSSELL 1000	41,173,411	49,095,523
ISHARES RUSSELL 1000	31,435,610	44,707,756
JABIL CIRCUIT INC	522,888	573,173
JOHNSON AND JOHNSON COM	1,186,987	1,276,961
JOHNSON AND JOHNSON COM	2,096,739	1,993,263
JPMORGAN CHASE & CO	776,030	892,855
JPMORGAN CHASE & CO	1,327,478	1,686,542
KENVUE INC	1,033,311	912,398
KENVUE INC	388,218	368,443
KKR & CO INC CL A	327,402	360,977
KROGER CO COM	292,444	300,680
KROGER CO COM	582,300	537,230
LAMB WESTON HOLDINGS INC	596,171	909,361
LAMB WESTON HOLDINGS INC	437,728	468,246
LAS VEGAS SANDS CORP	420,259	351,458
LIBERTY BROADBAND CORP	125,573	120,401
LIBERTY INTERACTIVE CORP QVC GROUP SER A	40,501	42,810
LIBERTY MEDIA CORP REG	965,410	958,061
LOWE-S COMPANIES INC	670,556	1,276,547
LOWE-S COMPANIES INC	853,374	869,948
LPL FINANCIAL HOLDINGS SHS	275,499	377,166
MADDEN STEVEN LTD	647,715	845,796
MAGNA INTL INC CL A VTG	193,109	203,944
MARATHON OIL CORP	829,052	764,108
MARATHON PETROLEUM CORP	790,615	814,200
MARTIN MARIETTA MATLS	631,719	881,574
MARVELL TECHNOLOGY GROUP	1,128,230	1,290,212
MASCO CORP	229,289	247,826
MASTERCARD INC	1,982,579	2,291,212
MATADOR RES CO	335,552	313,299
MERCK AND CO INC SHS	812,390	1,234,215
MERCK AND CO INC SHS	1,434,661	1,564,219
META PLATFORMS INC	159,015	173,440
META PLATFORMS INC	1,974,330	4,345,567
METLIFE INC COM	597,710	636,700
MICROCHIP TECHNOLOGY INC	609,288	638,024
MICROCHIP TECHNOLOGY INC	305,838	505,820
MICROSOFT CORP	2,666,464	3,665,638
MICROSOFT CORP	478,270	1,421,807
MICROSOFT CORP	851,260	2,892,876
MICROSOFT CORP	2,372,986	3,084,656
MONDELEZ INTERNATIONAL INC	1,049,987	1,153,086
MONOLITHIC PWR SYSTEMS	1,010,237	1,477,918
MONSTER BEVERAGE SHS	894,831	1,701,684
MOODY-S CORP	115,937	122,245
MORGAN STANLEY	630,461	702,639
MORNINGSTAR INC	566,019	881,905
MOTOROLA SOLUTIONS INC	1,101,487	1,275,216
MSCI INC	1,222,788	1,360,388
NESTLE S A REP RG SH ADR	611,428	715,981
NETFLIX COM INC	1,608,586	2,446,572
NEWMONT MINING CORP	1,105,539	986,613
NIKE INC CL B	1,390,539	1,133,579
NINTENDO CO LTD	810,630	755,875
NISOURCE INC	815,540	1,034,919
NORFOLK SOUTHERN CORP	1,173,044	1,393,224
NORTHROP GRUMMAN CORP	943,075	1,002,288
NOVARTIS ADR	601,293	753,236
NOVO NORDISK A S ADR	302,650	1,110,432
NVIDIA CORP	317,587	531,371
NVIDIA CORP	516,577	4,192,037
NVIDIA CORP	1,344,776	2,921,303
ON SEMICONDUCTOR CRP COM	469,264	530,165
ORACLE CORP $0.01 DEL	1,149,252	2,252,512
ORACLE CORP $0.01 DEL	178,755	165,525
O-REILLY AUTOMOTIVE INC	1,014,991	1,110,644
PALO ALTO NETWORKS INC	348,180	346,484
PAYCHEX INC	662,098	964,195
PAYPAL HLDGS INC COM	872,352	505,650
PEPSICO INC	1,466,061	1,417,824
PEPSICO INC	421,285	404,219
PFIZER INC	1,544,390	999,358
PG&E CORP	1,028,923	1,112,072
PHILIP MORRIS INTL INC	1,169,873	1,298,304
PHILIP MORRIS INTL INC	804,485	807,677
PHILIP MORRIS INTL INC	421,649	393,254
PHILLIPS 66 SHS	263,002	269,742
PHINIA INC REG	23,215	26,322
PNC FINCL SERVICES GROUP	954,896	895,498
PROCTER & GAMBLE CO	1,776,100	1,824,130
PROGRESSIVE CORP OHIO	1,296,359	1,477,800
PROGRESSIVE CORP OHIO	669,272	1,065,265
PTC INC SHS	437,503	852,755
QUALCOMM INC	892,311	1,103,382
QUALCOMM INC	721,565	951,521
QUALCOMM INC	487,845	1,009,807
QUIDELORTHO CORP	1,046,558	856,247
RANDGOLD RES LTD ADR	736,856	854,535
RAYTHEON TECHNOLOGIES	285,339	292,050
RAYTHEON TECHNOLOGIES	626,501	615,568
REGAL REXNORD CORP	694,753	951,325
REGENERON PHARMACTCLS	520,185	1,228,728
REGENERON PHARMACTCLS	576,273	666,622
REINSURANCE GROUP AMER INC COM NEW	111,693	110,334
RIO TINTO PLC SPNSRD ADR	893,272	1,002,232
ROCHE HLDG LTD SPN ADR FGN	645,575	589,897
ROCKWELL AUTOMATION INC	257,815	271,049
ROSS STORES INC COM	916,822	1,112,932
RPM INTERNATIONAL INC	502,991	827,736
SALESFORCE COM INC	989,906	1,364,381
SALESFORCE COM INC	252,856	255,509
SALESFORCE COM INC	1,155,253	1,882,240
SANDOZ GROUP AG	66,810	47,759
SBA COMMUNICATIONS CPRP CL A	273,556	278,805
SCHLUMBERGER LTD FGN	1,186,902	1,115,113
SCHWAB CHARLES CORP NEW	272,335	297,147
SCHWAB CHARLES CORP NEW	975,947	1,216,797
SEI INVT CO PA PV $0.01	580,199	692,250
SEMPRA ENERGY	1,393,050	1,382,505
SERVICENOW INC	1,537,273	2,014,909
SHOPIFY INC CL A	857,855	1,145,987
SOUTHWEST AIRLNS CO	649,269	596,141
SPDR BLOOMBERG	600,341	599,975
SQUARE INC SHS CL A	976,941	702,029
STARBUCKS CORP	1,074,359	1,130,422
STARBUCKS CORP	764,244	966,821
STATE STREET CORP	248,682	259,878
STERICYCLE INC COM	661,543	774,623
STRYKER CORP	800,857	823,814
SUN COMMNTYS INC	673,908	765,280
TE CONNECTIVITY LTD	118,239	125,607
TECHNIPFMC PLC REG SHS	713,232	778,008
TELEDYNE TECH INC	604,396	929,176
TENABLE HOLDINGS INC REG	718,912	877,167
TERADATA CORP DEL	645,292	640,206
TERRENO REALTY CORP SHS	912,068	962,549
TESLA MTRS INC	2,671,844	2,967,597
TEXAS INSTRUMENTS	1,123,458	1,414,818
THE MOSAIC COMPANY	430,269	297,667
THERMO FISHER SCIENTIFIC	1,460,461	1,443,218
THERMO FISHER SCIENTIFIC	792,990	777,077
THERMO FISHER SCIENTIFIC	1,392,863	1,428,887
TJX COS INC NEW	947,614	1,092,980
TKO GROUP HOLDINGS INC	887,639	931,562
TRUIST FINL CORP	191,877	213,287
UBER TECHNOLOGIES INC	505,973	712,426
UBER TECHNOLOGIES INC	1,047,221	1,399,794
UNITED PARCEL SVC CL B	783,135	1,001,555
UNITEDHEALTH GROUP INC	755,457	745,482
UNITEDHEALTH GROUP INC	1,689,211	1,990,057
VALVOLINE INC SHS	323,514	382,827
VERALTO CORP	204,116	204,827
VERALTO CORP	622,016	650,594
VERISK ANALYTICS INC	642,400	798,270
VERISK ANALYTICS INC	1,072,778	1,252,821
VERIZON COMMUNICATNS COM	866,728	594,227
VERIZON COMMUNICATNS COM	976,688	1,108,455
VERIZON COMMUNICATNS COM	611,483	607,083
VERTEX PHARMACEUTCLS INC	444,216	447,579
VERTEX PHARMACEUTCLS INC	752,619	1,534,789
VISA INC CL A SHRS	1,234,615	1,464,469
VISA INC CL A SHRS	1,780,986	3,072,911
VISA INC CL A SHRS	1,998,267	2,311,648
VONTIER CORP	1,044,368	1,414,684
WABTEC	745,426	789,445
WALKER & DUNLOP INC	319,833	395,640
WAL-MART STORES INC	1,422,770	1,482,541
WARNER BROS DISCOVERY	184,830	185,847
WARNER MUSIC GROUP CORP	666,354	685,915
WEBSTER FINL CP PV $0.01	984,304	929,365
WELLS FARGO & CO NEW DEL	427,830	467,787
WELLS FARGO & CO NEW DEL	883,102	1,028,157
WEST PHARMACTL SVCS INC	1,198,601	1,145,446
WHEATON PRECIOUS METALS	595,412	635,450
WILLIAMS CO INC	840,201	843,617
WILLIAMS CO INC	282,978	285,188
WILLIS TOWERS WATSON PLC LTD CO	291,407	286,546
WOODWARD INC	951,796	1,056,505
WORKDAY INC CL A	349,129	677,175
YUM BRANDS INC	462,404	635,269
YUM CHINA HOLDINGS INC	239,272	242,784
YUM CHINA HOLDINGS INC	527,254	418,572
ZIMMER BIOMET HOLDINGS	592,386	625,538

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

JAMES M COX FOUNDATION OF GEORGIA INC

EIN:

58-6032469

US Government Securities - End of Year Book Value:

10,938,738

US Government Securities - End of Year Fair Market Value:

10,970,130

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

JAMES M COX FOUNDATION OF GEORGIA INC

EIN:

58-6032469

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ACADIAN ALL COUNTRY WORLD EX US FUND	AT COST	16,173,741	18,439,482
BDT CAPITAL PARTNERS FUND 3 (TE) SPIRITS, L.P.	AT COST	395,933	451,465
BDT CAPITAL PARTNERS FUND 3 (TE), LP	AT COST	14,680,564	18,131,810
BDT CAPITAL PARTNERS FUND I-A, L.P.	AT COST	1,469,615	4,516,820
BDT CAPITAL PARTNERS FUND II, L.P. (TE)	AT COST	17,881,703	26,794,591
BDT CAPITAL PARTNERS FUND II-A SPIRITS, L.P.	AT COST	408,802	764,897
BDT CAPITAL PARTNERS FUND IV, L.P.	AT COST	7,155,018	7,199,748
FALFURRIAS CAPITAL PARTNERS II, L.P.	AT COST	839,886	457,860
FALFURRIAS CAPITAL PARTNERS III, L.P.	AT COST	3,027,461	21,163,611
FALFURRIAS CAPITAL PARTNERS IV, L.P.	AT COST	6,118,452	17,774,674
FALFURRIAS CAPITAL PARTNERS V, L.P.	AT COST	4,410,896	5,922,241
FALFURRIAS GROWTH PARTNERS I, L.P.	AT COST	697,171	670,003
GOLUB CAPITAL PARTNERS ROLLOVER FUND 2, L.P.	AT COST	8,750,000	9,027,704
H.I.G. ADVANTAGE BUYOUT FUND, AIV B, L.P.	AT COST	211,899	211,899
H.I.G. ADVANTAGE BUYOUT FUND, L.P.	AT COST	5,819,880	9,747,589
TCW DIRECT LENDING LLC	AT COST	772,511	865,179
TTV FUND IV, L.P.	AT COST	6,033,430	20,608,805
TTV FUND V, L.P.	AT COST	6,043,787	10,879,866
TTV FUND VI, L.P.	AT COST	2,024,525	1,926,571
TTV GL OPPORTUNITY INVESTMENT FUND II, L.P.	AT COST	1,329,872	1,325,936
TTV GL OPPORTUNITY INVESTMENT FUND, L.P.	AT COST	3,989,354	6,377,708
TTV SA OPPORTUNITY INVESTMENT FUND II, LP	AT COST	4,984,218	4,973,078
TTV SC OPPORTUNITY FUND, LP	AT COST	3,983,386	3,955,935

- TIN:

TY 2023 LegalFeesSchedule

Name:

JAMES M COX FOUNDATION OF GEORGIA INC

EIN:

58-6032469

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	2,425	0		2,425

- TIN:

TY 2023 OtherAssetsSchedule

Name:

JAMES M COX FOUNDATION OF GEORGIA INC

EIN:

58-6032469

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
INTEREST RECEIVABLE	103,625	128,716	128,716
FALFURRIAS GROWTH PARTNERS I, L.P.	-5,978
DIVIDEND RECEIVABLE	200,070
BDT CAPITAL PARTNERS FUND IV, L.P.	-4,619
BDT CAPITAL PARTNERS FUND 3 (TE) SPIRITS, L.P.	-7,717

- TIN:

TY 2023 OtherExpensesSchedule

Name:

JAMES M COX FOUNDATION OF GEORGIA INC

EIN:

58-6032469

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
BANK FEES	4,771	4,771	0
DUES/SUBSCRIPTIONS	22,799	0	22,799
FILING FEES	30	0	30

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

JAMES M COX FOUNDATION OF GEORGIA INC

EIN:

58-6032469

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME	11,963	11,963	11,963
PARTNERSHIPS - UBIT	52,119		52,119
PARTNERSHIP INCOME	-841,769	-841,769	-841,769

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

JAMES M COX FOUNDATION OF GEORGIA INC

EIN:

58-6032469

Description	Amount
INVESTMENT BASIS ADJUSTMENT	63,095

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

JAMES M COX FOUNDATION OF GEORGIA INC

EIN:

58-6032469

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
CONSULTING EXPENSE	34,936	0		34,936
INVESTMENT MANAGEMENT FEES	4,540,973	4,540,973		0

- TIN:

TY 2023 TaxesSchedule

Name:

JAMES M COX FOUNDATION OF GEORGIA INC

EIN:

58-6032469

Category	Amount	Net Investment Income
FOREIGN TAXES	18,297	18,297
FEDERAL INCOME TAX	481,034	0
STATE INCOME TAX	1,553	0