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

58-6163728
B Telephone number (see instructions)

(706) 597-7907
C 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$95,911,107
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 45,890 45,890  
4 Dividends and interest from securities... 2,104,378 2,104,378  
5a Gross rents............ 399,425 399,425  
b Net rental income or (loss) 197,643
6a Net gain or (loss) from sale of assets not on line 10 1,983,316
b Gross sales price for all assets on line 6a 13,247,229
7 Capital gain net income (from Part IV, line 2)... 1,983,316
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)....... 11,122 622  
12 Total. Add lines 1 through 11........ 4,544,131 4,533,631  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 196,000 98,000   98,000
14 Other employee salaries and wages...... 9,350 0   9,350
15 Pension plans, employee benefits....... 67,047 33,523   33,524
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 518,114 516,990   1,124
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 147,361 46,353   0
19 Depreciation (attach schedule) and depletion... 116,186 116,186  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 168,332 166,756   1,576
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,222,390 977,808   143,574
25 Contributions, gifts, grants paid....... 3,898,000 3,898,000
26 Total expenses and disbursements. Add lines 24 and 25 5,120,390 977,808   4,041,574
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -576,259
b Net investment income (if negative, enter -0-) 3,555,823
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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,045,040 1,655,382 1,655,382
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 88,739 80,000 80,000
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 81,354,676 Click to see attachment
List of Attached Documents:
// Content
87,467,624
87,467,624
c Investments—corporate bonds (attach schedule)....... 486,470 Click to see attachment
List of Attached Documents:
// Content
373,051
373,051
11 Investments—land, buildings, and equipment: basis right arrow6,194,399
Less: accumulated depreciation (attach schedule) right arrow2,562,668 3,746,362 Click to see attachment
List of Attached Documents:
// Content
3,631,731
6,194,399
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow130,099
Less: accumulated depreciation (attach schedule) right arrow48,974 14,837 Click to see attachment
List of Attached Documents:
// Content
81,125
130,099
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
15,303
Click to see attachment
List of Attached Documents:
// Content
10,552
Click to see attachment
List of Attached Documents:
// Content
10,552
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 86,751,427 93,299,465 95,911,107
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 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........... 86,751,427 93,299,465
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 86,751,427 93,299,465
30 Total liabilities and net assets/fund balances (see instructions). 86,751,427 93,299,465
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
86,751,427
2
Enter amount from Part I, line 27a .....................
2
-576,259
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,124,555
4
Add lines 1, 2, and 3 ..........................
4
93,299,723
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
258
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
93,299,465
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 FIRST TRUST TARGET GLOBAL DVD LEADERS 3Q '22 TERM 10/06/2023 CASH MONTHLY (   2022-07-11 2023-10-11
b NET LEASE OFFICE PROPERTIES REIT (NLOP)   2023-11-02 2023-11-09
c APPLE INCORPORATED (AAPL)   2007-10-25 2023-03-09
d BECTON DICKINSON & COMPANY (BDX)   2017-08-01 2023-03-09
e BOOKING HOLDINGS INCORPORATED (BKNG)   2014-09-05 2023-03-09
EMBECTA CORPORATION COMMON STOCK (EMBC)   2017-08-01 2023-01-13
HALLIBURTON COMPANY (HAL)   2014-10-03 2023-05-23
HALLIBURTON COMPANY (HAL)   2014-10-27 2023-05-23
HALLIBURTON COMPANY (HAL)   2019-10-25 2023-05-23
HALLIBURTON COMPANY (HAL)   2020-07-08 2023-05-23
IQVIA HLDGS INCORPORATED (IQV)   2018-02-20 2023-05-23
L3HARRIS TECHNOLOGIES INCORPORATED (LHX)   2019-10-25 2023-05-23
MICROSOFT CORPORATION (MSFT)   2008-04-25 2023-03-09
PIONEER NAT RES COMPANY (PXD)   2017-08-01 2023-10-20
PIONEER NAT RES COMPANY (PXD)   2020-03-04 2023-10-20
PIONEER NAT RES COMPANY (PXD)   2021-02-05 2023-10-20
SPDR S&P 500 ETF (SPY)   2020-07-08 2023-01-13
TRANE TECHNOLOGIES PLC SHS (IRELAND) (TT)   2017-08-01 2023-10-20
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN)   2017-01-26 2023-05-22
ALPHABET INCORPORATED CAP STK CLASS A (GOOGL)   2022-04-08 2023-05-22
ALPHABET INCORPORATED CAP STK CLASS A (GOOGL)   2022-04-08 2023-07-31
ALPHABET INCORPORATED CAP STK CLASS A (GOOGL)   2023-01-06 2023-07-31
AMETEK INCORPORATED (AME)   2019-12-10 2023-01-06
APPLE INCORPORATED (AAPL)   2013-03-05 2023-05-22
AUTOZONE INCORPORATED (AZO)   2017-07-21 2023-01-06
BANK AMERICA CORPORATION (BAC)   2019-08-27 2023-10-11
BANK AMERICA CORPORATION (BAC)   2023-05-22 2023-10-11
BOOKING HOLDINGS INCORPORATED (BKNG)   2021-03-05 2023-07-31
CARLYLE SECURED LENDING INCORPORATED (CGBD)   2022-11-04 2023-07-31
CITIGROUP, INC PFD NON-CUMULATIVE SERIES J9.63176% (XXX-XX-XXXX)   2013-09-30 2023-12-29
DISNEY WALT COMPANY (DIS)   2022-11-04 2023-07-31
DUKE ENERGY CORPORATION NEW COM NEW (DUK)   2022-08-23 2023-07-31
EASTMAN CHEMICAL COMPANY (EMN)   2022-08-23 2023-10-11
GLADSTONE CAPITAL CORPORATION (GLAD)   2022-11-04 2023-07-31
GOLDMAN SACHS GROUP INC DEP 1/1000 PFD J NON-CUMULATIVE 5.5% (38145G308)   2013-06-05 2023-09-14
JPMORGAN CHASE & COMPANY (JPM)   2018-05-15 2023-01-06
KEYSIGHT TECHNOLOGIES INCORPORATED (KEYS)   2020-09-21 2023-10-11
KEYSIGHT TECHNOLOGIES INCORPORATED (KEYS)   2020-10-07 2023-10-11
MICROSOFT CORPORATION (MSFT)   2020-03-06 2023-05-22
REALTY INCOME CORPORATION REIT (O)   2022-04-14 2023-10-11
SPDR S&P 500 ETF (SPY)   2021-11-26 2023-01-06
TRACTOR SUPPLY COMPANY (TSCO)   2017-06-27 2023-05-22
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN)   2014-06-17 2023-10-05
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN)   2022-09-08 2023-10-05
AMERICAN EXPRESS COMPANY (AXP)   2022-06-14 2023-10-05
ASTRAZENECA PLC SPONSORED ADR (AZN)   2019-11-20 2023-10-05
ASTRAZENECA PLC SPONSORED ADR (AZN)   2020-12-28 2023-10-05
CARDINAL HEALTH INCORPORATED (CAH)   2016-09-13 2023-08-14
CARDINAL HEALTH INCORPORATED (CAH)   2017-02-08 2023-08-14
CARDINAL HEALTH INCORPORATED (CAH)   2017-09-27 2023-08-14
CHUBB LIMITED (SWITZERLAND) (CB)   2011-05-27 2023-10-05
COMCAST CORPORATION NEW CLASS A (CMCSA)   2021-05-07 2023-10-05
COMCAST CORPORATION NEW CLASS A (CMCSA)   2021-11-04 2023-10-05
FIDELITY NATL INFORMATION SVCS (FIS)   2020-10-02 2023-08-11
FIDELITY NATL INFORMATION SVCS (FIS)   2020-10-13 2023-08-11
FIDELITY NATL INFORMATION SVCS (FIS)   2020-12-16 2023-08-11
FIDELITY NATL INFORMATION SVCS (FIS)   2020-12-28 2023-08-11
FIDELITY NATL INFORMATION SVCS (FIS)   2021-11-04 2023-08-11
FIDELITY NATL INFORMATION SVCS (FIS)   2022-03-01 2023-08-11
FIDELITY NATL INFORMATION SVCS (FIS)   2022-12-02 2023-08-11
FIDELITY NATL INFORMATION SVCS (FIS)   2022-12-19 2023-08-11
GLOBAL PMTS INCORPORATED (GPN)   2020-12-16 2023-10-05
HOME DEPOT INCORPORATED (HD)   2019-02-20 2023-10-05
HOME DEPOT INCORPORATED (HD)   2022-04-14 2023-10-05
INTERNATIONAL BUSINESS MACHINES (IBM)   2019-12-26 2023-11-17
INTERNATIONAL BUSINESS MACHINES (IBM)   2020-03-17 2023-11-17
INTERNATIONAL BUSINESS MACHINES (IBM)   2022-04-14 2023-11-17
INTERNATIONAL BUSINESS MACHINES (IBM)   2023-06-12 2023-11-17
JPMORGAN CHASE & COMPANY (JPM)   2020-08-18 2023-10-05
MARSH & MCLENNAN COMPANIES INCORPORATED (MMC)   2020-08-18 2023-08-14
MARSH & MCLENNAN COMPANIES INCORPORATED (MMC)   2020-08-18 2023-10-05
MICROSOFT CORPORATION (MSFT)   2012-01-23 2023-08-14
MICROSOFT CORPORATION (MSFT)   2012-01-23 2023-10-05
NORTHERN TR CORPORATION (NTRS)   2016-01-25 2023-11-01
NORTHERN TR CORPORATION (NTRS)   2020-09-18 2023-11-01
NORTHERN TR CORPORATION (NTRS)   2022-02-18 2023-11-01
NORTHERN TR CORPORATION (NTRS)   2022-03-01 2023-11-01
NORTHERN TR CORPORATION (NTRS)   2022-04-14 2023-11-01
NORTHERN TR CORPORATION (NTRS)   2022-09-08 2023-11-01
SAP SE SPON ADR (GERMANY) (SAP)   2020-04-09 2023-10-05
SAP SE SPON ADR (GERMANY) (SAP)   2020-12-16 2023-10-05
WALMART INCORPORATED (WMT)   2021-05-07 2023-10-05
WALMART INCORPORATED (WMT)   2021-05-07 2023-10-27
WILLIS TOWERS WATSON PLC LIMITED SHS (IRELAND) (WTW)   2012-07-18 2023-08-29
WILLIS TOWERS WATSON PLC LIMITED SHS (IRELAND) (WTW)   2020-12-28 2023-08-29
WILLIS TOWERS WATSON PLC LIMITED SHS (IRELAND) (WTW)   2022-06-14 2023-08-29
ABSOLUTE SOFTWARE CORPORATION (CANADA) (00386B109)   2022-04-21 2023-07-28
ABSOLUTE SOFTWARE CORPORATION (CANADA) (00386B109)   2022-05-31 2023-07-28
ABSOLUTE SOFTWARE CORPORATION (CANADA) (00386B109)   2023-02-02 2023-07-28
AUDIOCODES LIMITED ORD (ISRAEL) (AUDC)   2021-05-10 2023-04-12
AUDIOCODES LIMITED ORD (ISRAEL) (AUDC)   2022-04-21 2023-04-12
AUDIOCODES LIMITED ORD (ISRAEL) (AUDC)   2023-02-02 2023-04-12
AZZ INCORPORATED (AZZ)   2022-04-21 2023-12-07
BANCFIRST CORPORATION (BANF)   2013-10-29 2023-12-07
CASS INFORMATION SYSTEMS INCORPORATED (CASS)   2017-02-23 2023-02-02
CASS INFORMATION SYSTEMS INCORPORATED (CASS)   2017-04-03 2023-02-02
CASS INFORMATION SYSTEMS INCORPORATED (CASS)   2017-07-21 2023-02-02
CASS INFORMATION SYSTEMS INCORPORATED (CASS)   2017-10-17 2023-02-02
CASS INFORMATION SYSTEMS INCORPORATED (CASS)   2018-06-18 2023-02-02
CASS INFORMATION SYSTEMS INCORPORATED (CASS)   2021-03-08 2023-02-02
ESCO TECHNOLOGIES INCORPORATED (ESE)   2016-09-06 2023-02-02
ESCO TECHNOLOGIES INCORPORATED (ESE)   2017-02-22 2023-02-02
ESCO TECHNOLOGIES INCORPORATED (ESE)   2017-02-22 2023-12-07
ESCO TECHNOLOGIES INCORPORATED (ESE)   2018-05-31 2023-12-07
GLACIER BANCORP INCORPORATED NEW (GBCI)   2017-10-17 2023-12-07
GLACIER BANCORP INCORPORATED NEW (GBCI)   2018-03-02 2023-12-07
HANESBRANDS INCORPORATED (HBI)   2021-03-08 2023-02-02
HANESBRANDS INCORPORATED (HBI)   2021-07-22 2023-02-02
HANESBRANDS INCORPORATED (HBI)   2022-11-15 2023-02-02
HEALTHCARE SVCS GROUP INCORPORATED (HCSG)   2018-09-13 2023-03-21
HEALTHCARE SVCS GROUP INCORPORATED (HCSG)   2019-11-01 2023-03-21
HEALTHCARE SVCS GROUP INCORPORATED (HCSG)   2019-12-23 2023-03-21
HEALTHCARE SVCS GROUP INCORPORATED (HCSG)   2022-04-21 2023-03-21
HOULIHAN LOKEY INCORPORATED CLASS A (HLI)   2021-02-24 2023-12-07
JOANN INCORPORATED (JOANQ)   2022-04-21 2023-02-02
LANDSTAR SYSTEMS INCORPORATED (LSTR)   2016-11-07 2023-12-07
LEGGETT & PLATT INCORPORATED (LEG)   2018-05-31 2023-12-07
LEGGETT & PLATT INCORPORATED (LEG)   2018-09-13 2023-12-07
LEGGETT & PLATT INCORPORATED (LEG)   2022-04-21 2023-12-07
MGP INGREDIENTS INCORPORATED NEW (MGPI)   2019-11-01 2023-12-07
MOOG INCORPORATED CLASS A (MOG.A)   2019-11-01 2023-12-07
NATIONAL INSTRS CORPORATION (XXX-XX-XXXX)   2013-11-12 2023-02-02
NATIONAL INSTRS CORPORATION (XXX-XX-XXXX)   2013-11-12 2023-03-20
NATIONAL INSTRS CORPORATION (XXX-XX-XXXX)   2017-04-21 2023-03-20
NATIONAL INSTRS CORPORATION (XXX-XX-XXXX)   2021-02-24 2023-03-20
NATIONAL INSTRS CORPORATION (XXX-XX-XXXX)   2021-02-24 2023-10-12
NATIONAL INSTRS CORPORATION (XXX-XX-XXXX)   2021-05-10 2023-10-12
NATIONAL INSTRS CORPORATION (XXX-XX-XXXX)   2022-04-21 2023-10-12
NVENT ELECTRIC PLC SHS (IRELAND) (NVT)   2019-11-01 2023-03-20
NVENT ELECTRIC PLC SHS (IRELAND) (NVT)   2019-11-01 2023-12-07
PRICESMART INCORPORATED (PSMT)   2016-05-04 2023-12-07
PRICESMART INCORPORATED (PSMT)   2016-09-06 2023-12-07
PRICESMART INCORPORATED (PSMT)   2017-07-21 2023-12-07
PRICESMART INCORPORATED (PSMT)   2021-05-10 2023-12-07
PSYCHEMEDICS CORPORATION COM NEW (PMD)   2014-04-22 2023-12-07
PSYCHEMEDICS CORPORATION COM NEW (PMD)   2014-04-23 2023-12-07
PSYCHEMEDICS CORPORATION COM NEW (PMD)   2014-05-09 2023-12-07
SOUTHSTATE CORPORATION (SSB)   2015-06-05 2023-12-07
TTEC HLDGS INCORPORATED (TTEC)   2021-02-24 2023-12-07
TTEC HLDGS INCORPORATED (TTEC)   2021-05-10 2023-12-07
TTEC HLDGS INCORPORATED (TTEC)   2022-04-21 2023-12-07
VALLEY NATL BANCORP (VLY)   2017-12-05 2023-12-07
WEBSTER FINL CORPORATION (WBS)   2013-10-30 2023-12-07
WOLVERINE WORLD WIDE INCORPORATED (WWW)   2015-08-20 2023-12-07
WOLVERINE WORLD WIDE INCORPORATED (WWW)   2015-11-20 2023-12-07
WOLVERINE WORLD WIDE INCORPORATED (WWW)   2016-05-04 2023-12-07
WOLVERINE WORLD WIDE INCORPORATED (WWW)   2016-11-07 2023-12-07
WOODWARD INCORPORATED (WWD)   2013-10-29 2023-12-07
ISHARES TR CORE MSCI EURO (IEUR)   2021-11-10 2023-01-11
SPDR COMMUNICATION SERVICES SELECT SECTOR FUND (XLC)   2019-03-12 2023-06-02
SPDR COMMUNICATION SERVICES SELECT SECTOR FUND (XLC)   2019-06-24 2023-06-02
SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND (XLY)   2020-01-28 2023-06-02
SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND (XLY)   2020-01-28 2023-10-11
SPDR HEALTH CARE SELECT (XLV)   2019-01-28 2023-01-11
SPDR TECHNOLOGY SELECT SECTOR FUND (XLK)   2019-03-12 2023-01-11
SPDR TECHNOLOGY SELECT SECTOR FUND (XLK)   2019-03-12 2023-06-02
SPDR TECHNOLOGY SELECT SECTOR FUND (XLK)   2019-06-24 2023-06-02
SPDR TECHNOLOGY SELECT SECTOR FUND (XLK)   2019-06-24 2023-10-11
SPDR UTILITIES SELECT SECTOR FUND (XLU)   2022-06-30 2023-01-11
SPDR UTILITIES SELECT SECTOR FUND (XLU)   2022-06-30 2023-10-11
SPDR UTILITIES SELECT SECTOR FUND (XLU)   2022-08-18 2023-10-11
VANGUARD FTSE ALL-WORLD EX-US ETF (VEU)   2017-08-31 2023-01-11
VANGUARD FTSE PACIFIC ETF (VPL)   2017-08-31 2023-01-11
VANGUARD FTSE PACIFIC ETF (VPL)   2018-09-26 2023-01-11
MK TRUST LETTER P 2022-01-01 2023-06-30
MK TRUST LETTER P 2022-01-01 2023-06-30
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,060,658   1,151,456 -90,798
b 5   5 0
c 250,119   10,708 239,411
d 327,440   273,628 53,812
e 514,907   238,440 276,467
6,282   6,411 -129
103,026   207,983 -104,957
18,181   31,284 -13,103
303,018   201,190 101,828
30,302   12,254 18,048
605,534   304,188 301,346
368,367   402,520 -34,153
250,219   28,867 221,352
437,012   280,864 156,148
310,342   149,387 160,955
519,348   263,384 255,964
396,511   313,819 82,692
616,838   216,864 399,974
29,113   11,623 17,490
12,515   13,472 -957
13,278   13,472 -194
19,917   12,914 7,003
42,800   29,465 13,335
69,698   6,129 63,569
49,692   10,211 39,481
40,560   39,678 882
21,632   22,718 -1,086
14,977   11,119 3,858
56,171   45,690 10,481
21,688   21,490 198
21,925   25,150 -3,225
42,202   50,017 -7,815
29,494   38,704 -9,210
39,611   34,804 4,807
100,901   100,445 456
27,440   22,663 4,777
56,811   41,960 14,851
62,096   47,854 14,242
32,109   15,834 16,275
35,966   51,704 -15,738
28,889   34,440 -5,551
22,354   5,389 16,965
6,181   1,653 4,528
55,632   51,045 4,587
42,545   42,195 350
50,059   35,408 14,651
1,335   997 338
12,981   10,928 2,053
38,943   32,516 6,427
31,525   23,184 8,341
48,270   15,747 32,523
12,916   17,493 -4,577
202,351   249,769 -47,418
140,965   362,953 -221,988
8,458   22,031 -13,573
84,579   217,708 -133,129
22,554   56,144 -33,590
124,049   247,636 -123,587
56,386   94,326 -37,940
56,386   72,873 -16,487
56,386   68,822 -12,436
68,196   116,882 -48,686
23,367   15,375 7,992
46,733   48,819 -2,086
352,162   298,026 54,136
19,905   13,048 6,857
130,147   107,690 22,457
281,729   251,019 30,710
52,755   36,406 16,349
55,569   33,951 21,618
45,898   28,098 17,800
192,959   17,712 175,247
57,342   5,314 52,028
239,763   214,909 24,854
51,141   64,218 -13,077
116,893   209,697 -92,804
23,246   37,206 -13,960
21,253   35,640 -14,387
33,208   47,475 -14,267
116,094   109,019 7,075
51,597   49,849 1,748
55,683   49,172 6,511
426,512   372,300 54,212
90,883   43,571 47,312
20,655   21,266 -611
30,983   29,431 1,552
57,500   40,503 16,997
103,500   83,581 19,919
17,250   17,880 -630
27,875   77,601 -49,726
33,450   74,269 -40,819
7,805   14,355 -6,550
35,210   33,090 2,120
22,697   7,026 15,671
35,967   36,457 -490
39,575   39,929 -354
16,490   16,990 -500
23,745   23,304 441
29,981   34,692 -4,711
19,987   18,904 1,083
81,396   37,270 44,126
19,093   10,517 8,576
10,448   5,535 4,913
31,344   17,015 14,329
37,590   36,708 882
9,398   9,725 -327
20,010   62,938 -42,928
26,679   71,719 -45,040
20,010   22,799 -2,789
32,125   106,505 -74,380
19,275   37,920 -18,645
6,425   12,445 -6,020
12,850   19,940 -7,090
25,045   14,356 10,689
47,104   105,329 -58,225
25,191   10,385 14,806
31,459   50,468 -19,009
11,960   21,315 -9,355
51,999   73,195 -21,196
24,933   12,574 12,359
82,539   50,994 31,545
26,985   15,851 11,134
53,111   33,288 19,823
30,349   20,011 10,338
17,704   16,044 1,660
9,000   6,876 2,124
60,000   39,385 20,615
60,000   39,847 20,153
20,870   11,409 9,461
43,372   18,254 25,118
48,144   58,892 -10,748
34,189   40,339 -6,150
15,350   18,571 -3,221
20,932   26,412 -5,480
4,828   25,846 -21,018
4,828   25,804 -20,976
2,228   11,239 -9,011
78,774   72,201 6,573
19,864   82,070 -62,206
3,973   20,490 -16,517
15,892   63,660 -47,768
20,748   24,924 -4,176
22,483   11,999 10,484
9,781   30,587 -20,806
17,784   37,313 -19,529
10,581   22,574 -11,993
3,557   8,748 -5,191
21,289   6,583 14,706
17,560   20,734 -3,174
32,103   24,040 8,063
29,643   23,284 6,359
21,497   17,211 4,286
15,901   12,312 3,589
20,416   13,352 7,064
23,254   12,975 10,279
128,543   55,199 73,344
55,424   26,085 29,339
21,417   9,900 11,517
932   914 18
115,404   138,249 -22,845
25,417   33,724 -8,307
55,924   55,141 783
13,992   14,345 -353
14,850   16,102 -1,252
    1,039 -1,039
    12,139 -12,139
213,309     213,309
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       -90,798
b       0
c       239,411
d       53,812
e       276,467
      -129
      -104,957
      -13,103
      101,828
      18,048
      301,346
      -34,153
      221,352
      156,148
      160,955
      255,964
      82,692
      399,974
      17,490
      -957
      -194
      7,003
      13,335
      63,569
      39,481
      882
      -1,086
      3,858
      10,481
      198
      -3,225
      -7,815
      -9,210
      4,807
      456
      4,777
      14,851
      14,242
      16,275
      -15,738
      -5,551
      16,965
      4,528
      4,587
      350
      14,651
      338
      2,053
      6,427
      8,341
      32,523
      -4,577
      -47,418
      -221,988
      -13,573
      -133,129
      -33,590
      -123,587
      -37,940
      -16,487
      -12,436
      -48,686
      7,992
      -2,086
      54,136
      6,857
      22,457
      30,710
      16,349
      21,618
      17,800
      175,247
      52,028
      24,854
      -13,077
      -92,804
      -13,960
      -14,387
      -14,267
      7,075
      1,748
      6,511
      54,212
      47,312
      -611
      1,552
      16,997
      19,919
      -630
      -49,726
      -40,819
      -6,550
      2,120
      15,671
      -490
      -354
      -500
      441
      -4,711
      1,083
      44,126
      8,576
      4,913
      14,329
      882
      -327
      -42,928
      -45,040
      -2,789
      -74,380
      -18,645
      -6,020
      -7,090
      10,689
      -58,225
      14,806
      -19,009
      -9,355
      -21,196
      12,359
      31,545
      11,134
      19,823
      10,338
      1,660
      2,124
      20,615
      20,153
      9,461
      25,118
      -10,748
      -6,150
      -3,221
      -5,480
      -21,018
      -20,976
      -9,011
      6,573
      -62,206
      -16,517
      -47,768
      -4,176
      10,484
      -20,806
      -19,529
      -11,993
      -5,191
      14,706
      -3,174
      8,063
      6,359
      4,286
      3,589
      7,064
      10,279
      73,344
      29,339
      11,517
      18
      -22,845
      -8,307
      783
      -353
      -1,252
      -1,039
      -12,139
      213,309
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,983,316
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 49,426
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 49,426
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 49,426
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 80,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 95,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 45,574
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow45,574 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowGA
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 arrowNONE
14
The books are in care ofright arrowJEFFERSON BA KNOX Telephone no.right arrow (706) 595-1907

Located atright arrow3133 WASHINGTON RDTHOMSONGA ZIP+4right arrow30824
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)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
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
JEFFERSON B A KNOX DIRECTOR
40.00
160,000 40,000 0
3133 WASHINGTON ROAD NW
THOMSON,GA30824
ELIZABETH KNOX HOPKINS DIRECTOR
10.00
36,000 9,000 0
3133 WASHINGTON ROAD NW
THOMSON,GA30824
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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
RAYMOND JAMES FINANCIAL INC INVESTMENT MANAGEMENT 212,246
880 CARILLON PARKWAY
ST PETERSBURG,FL33716
CRAWFORD INVESTMENT COUNCIL INVESTMENT MANAGEMENT 208,821
600 GALLERIAS PARKWAY SUITE 1650
ATLANTA,GA30339
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 arrow0
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
84,134,178
b
Average of monthly cash balances.......................
1b
1,439,658
c
Fair market value of all other assets (see instructions)................
1c
6,415,050
d
Total (add lines 1a, b, and c).........................
1d
91,988,886
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
91,988,886
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,379,833
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
90,609,053
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,530,453
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,530,453
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
49,426
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
506
c
Add lines 2a and 2b............................
2c
49,932
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,480,521
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,480,521
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,480,521
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
4,041,574
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,041,574
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 4,480,521
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 3,887,388
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: right arrow$ 4,041,574
a Applied to 2022, but not more than line 2a 3,887,388
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..... 154,186
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 ..........
4,326,335
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)
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:
THE KNOX FOUNDATION
3133 WASHINGTON ROAD
THOMSON,GA30824
(706) 595-1907
bThe form in which applications should be submitted and information and materials they should include:
CONTACT KNOX FOUNDATION FOR FORMS TO SUBMIT WITH ANY APPLICATION FOR FUNDING. MUST BE A 501(C)3 ORGANIZATION TO APPLY.
cAny submission deadlines:
CONTACT KNOX FOUNDATION FOR SUMBISSION DEADLINES FOR THE YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CONTRIBUTIONS ARE ONLY TO 501(C)3 ORGANIZATIONS.
Form 990-PF (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

ABS AIR SAFETY FOUNDATION

3595 N WEBB RD SUITE 200
WICHITA,KS67226
N/A PC EDUCATION 5,000

ACTIVITIES COUNCIL OF THOMSON

PO BOX 674
THOMSON,GA30824
N/A PC ARTS 25,000

AMERICAN CANCER SOCIETY MCDUFFIE &

PO BOX 539
THOMSON,GA30824
N/A PC MEDICAL 2,850

AMERICAN LUNG ASSOC

55 W WACKER DR
CHICAGO,IL60601
N/A PC MEDICAL 25,000

AMERICAN RED CROSS

1322 ELLIS STREET
AUGUSTA,GA30901
N/A PC SOCIAL SERVICES 75,000

APPARENT WINDS

1230 PHERIGO ST
MOUNT PLEASANT,SC29464
N/A PC EDUCATION 20,000

APPARO ACADEMY

3104 SKINNER MILL RD
AUGUSTA,GA30909
N/A PC MEDICAL 60,000

AQUINAS HIGH SCHOOL

1920 HIGHLAND AVE
AUGUSTA,GA30904
N/A PC EDUCATION 17,000

AUGUSTA CHORAL SOCIETY

PO BOX 1402
AUGUSTA,GA309031402
N/A PC ARTS 28,000

AUGUSTA JEWISH MUSEUM

2623 WASHINGTON RD
AUGUSTA,GA30904
N/A PC HISTORY 25,000

AUGUSTA LOCALLY GROWN

PO BOX 796
EVANS,GA30809
N/A PC SOCIAL SERVICES 20,000

AUGUSTA MUSEUM OF HISTORY

560 REYNOLDS STREET
AUGUSTA,GA30901
N/A PC HISTORY 50,000

AUGUSTA PLAYERS INC

1301 GREENE STREET
AUGUSTA,GA30901
N/A PC ARTS 44,000

AUGUSTA PREPARATORY DAY SCHOOL

285 FLOWING WELLS ROAD
MARTINEZ,GA30907
N/A PC EDUCATION 257,100

AUGUSTA RESCUE MISSION

526 WALKER ST
AUGUSTA,GA30901
N/A PC SOCIAL SERVICES 2,000

AUGUSTA ROWING CLUB

101 RIVERFRONT DRIVE
AUGUSTA,GA30901
N/A PC SOCIAL SERVICES 15,000

AUGUSTA TECHNICAL INSTITUTE FOUNDATION

3200 AUGUSTA TECH DR
AUGUSTA,GA30906
N/A PC EDUCATION 500,000

AUGUSTA TRAINING SHOP

1704 JENKINS ST
AUGUSTA,GA30904
N/A PC SOCIAL SERVICES 15,000

AUGUSTA UNIVERSITY BIRDIE CLUB

PO BOX 14127
AUGUSTA,GA30919
N/A PC ATHLETICS 46,850

BGSTRONG CHARITIES

557 FARMINGTON CIR
EVANS,GA30809
N/A PC SOCIAL SERVICES 7,500

BOYS & GIRLS CLUB OF HENDERSONVILLE

1304ST
HENDERSONVILLE,NC28792
N/A PC SOCIAL SERVICES 10,000

BOYS & GIRLS CLUB OF PLATEAU

42 COMMUNITY PL
CASHIERS,NC28717
N/A PC SOCIAL SERVICES 25,000

BOYS & GIRLS CLUB OF THE CSRATHOMSON

206 MILLEDGE ROAD
AUGUSTA,GA30904
N/A PC SOCIAL SERVICES 57,500

BRIARWOOD ACADEMY

4859 THOMSON HIGHWAY
WARRENTON,GA30828
N/A PC EDUCATION 18,500

CENTER FOR NEW BEGINNINGS

PO BOX 1066
WAYNESBORO,GA30830
N/A PC SOCIAL SERVICES 35,000

CHILD ENRICHMENT INC

PO BOX 12036
AUGUSTA,GA309142036
N/A PC SOCIAL SERVICES 65,000

CHRIST COMMUNITY HEALTH CENTER

127 TELFAIR ST
AUGUSTA,GA30901
N/A PC MEDICAL 50,000

CHURCH OF OUR SAVIOR

4227 COLUMBIA RD
AUGUSTA,GA30907
N/A PC CHURCH 25,000

COLTON BALLET COMPANY OF AUGUSTA

2419 WALTON WAY
AUGUSTA,GA30909
N/A PC ARTS 25,000

COMMUNITY FOUNDATION OF THE CSRA

PO BOX 31358
AUGUSTA,GA30903
N/A PC SOCIAL SERVICES 1,000

DEE NORMAN CHILD ADVOCACY

677 LONG POINT RD
MT PLEASANT,SC29464
N/A PC SOCIAL SERVICES 25,000

DRAYTON HALL PRESERVATION TRUST

3380 ASHLEY RIVER RD
CHARLESTON,SC29414
N/A PC HISTORY 5,000

EASTER SEALS EAST GEORGIA

PO BOX 2441
AUGUSTA,GA30903
N/A PC HEALTH 33,100

EPISCOPAL DAY SCHOOL

2248 WALTON WAY
AUGUSTA,GA30904
N/A PC EDUCATION 55,000

FAMILY COUNSELING CENTER OF THE CSRA

3711 EXECUTIVE CENTER
MARTINEZ,GA30907
N/A PC SOCIAL SERVICES 16,000

FAMILY PROMISE OF AUGUSTA

2177 CENTRAL AVENUE
AUGUSTA,GA30904
N/A PC SOCIAL SERVICES 20,000

FAMILY Y OF GREATER AUGUSTA

3570 WHEELER ROAD
AUGUSTA,GA30909
N/A PC SOCIAL SERVICES 27,500

FAMILY Y OF THOMSON

521 HILL ST
THOMSON,GA30824
N/A PC SOCIAL SERVICES 10,000

FELLOWSHIP OF CHRISTIAN ATHLETES

PO BOX 204168
AUGUSTA,GA30917
N/A PC SOCIAL SERVICES 2,500

FIRST BAPTIST CHURCH - THOMSON

253 JACKSON ST
THOMSON,GA30824
N/A PC SOCIAL SERVICES 14,000

FIRST TEE OF AUGUSTA

3165 DAMASCUS RD
AUGUSTA,GA30909
N/A PC ATHLETICS 15,000

FIRST UNITED METHODIST CHURCH OF TH

353 MAIN STREET
THOMSON,GA30824
N/A PC CHURCH 10,000

FREDERICA ACADEMY

200 MURRAY WAY
ST SIMONS ISLAND,GA31522
N/A PC EDUCATION 10,000

GA CAROLINA COUNCIL BSA

4132 MADELINE DRIVE
AUGUSTA,GA30909
N/A PC SOCIAL SERVICES 7,500

GA PUBLIC BROADCASTING

260 14TH STREET NW
ATLANTA,GA30318
N/A PC EDUCATION 5,000

GAME CHANGERS FOUNDATION

175 SWEETWATER RD
NORTH AUGUSTA,SC29861
N/A PC SOCIAL SERVICES 7,300

GAP MINISTRIES

1240 ELLIS ST
AUGUSTA,GA30901
N/A PC SOCIAL SERVICES 25,000

GATHERING PLACE

PO BOX 772
BRUNSWICK,GA31521
N/A PC SOCIAL SERVICES 25,000

GEORGIA ATHLETIC COACHES ASSOCIATION

PO BOX 1120
JESUP,GA31598
N/A PC ATHLETICS 6,400

GEORGIA JUSTICE PROJECT

438 EDGEWOOD AVE SE
ATLANTA,GA30312
N/A PC SOCIAL SERVICES 6,000

GERTRUDE HERBERT INSTITUTE OF ART

506 TELFAIR STREET
AUGUSTA,GA309012310
N/A PC ARTS 60,000

GOLDEN HARVEST FOOD BANK

3310 COMMERCE DRIVE
AUGUSTA,GA30909
N/A PC SOCIAL SERVICES 200,000

GRACE HOUSE AUGUSTA INC

2367 WASHINGTON RD
AUGUSTA,GA30904
N/A PC SOCIAL SERVICES 7,500

GREATER AUGUSTA ARTS COUNCIL

PO BOX 1776
AUGUSTA,GA30903
N/A PC ARTS 35,000

HABITAT FOR HUMANITY - THOMSON & CSRA

3112 WASHINGTON RD
AUGUSTA,GA30907
N/A PC SOCIAL SERVICES 5,000

HALE FOUNDATION

PO BOX 2843
AUGUSTA,GA309142843
N/A PC SOCIAL SERVICES 57,400

HARRISBURG FAMILY HEALTH CARE

631 CHAFEE AVE
AUGUSTA,GA30904
N/A PC MEDICAL 35,000

HERITAGE ACADEMY

333 GREENE STREET
AUGUSTA,GA30901
N/A PC EDUCATION 35,000

HISTORIC AUGUSTA INC

PO BOX 37
AUGUSTA,GA30903
N/A PC HISTORY 55,000

HOPE HOUSE INC

PO BOX 397
AUGUSTA,GA30914
N/A PC SOCIAL SERVICE 15,000

IMPERIAL COMMUNITY THEATRE

749 BROAD STREET
AUGUSTA,GA30901
N/A PC ARTS 43,000

INTERNATIONAL JUSTICE MISSION

PO BOX 96961
WASHINGTON,DC20090
N/A PC SOCIAL SERVICE 7,000

JESSYE NORMAN SCHOOL OF THE ARTS

739 GREENE STREET
AUGUSTA,GA30901
N/A PC ARTS 25,000

LOWCOUNTRY MARITIME SOCIETY

PO BOX 22751
CHARLESTON,SC29413
N/A PC HISTORY 5,000

LUCY CRAFT LANEY MUSEUM

1116 PHILIPS STREET
AUGUSTA,GA30909
N/A PC HISTORY 10,000

LYDIA PROJECT

1369 INTERSTATE PARKWAY
AUGUSTA,GA30909
N/A PC HEALTH 45,000

LYNNDALE INC

1490 EISENHOWER DR
AUGUSTA,GA30904
N/A PC SOCIAL SERVICES 8,000

MACH ACADEMY

1850 CHESTER AVENUE
AUGUSTA,GA30906
N/A PC EDUCATION 15,000

MAGIC MOMENTS

2112 11TH AVE S SUITE 219
BIRMINGHAM,AL35205
N/A PC SOCIAL SERVICE 4,500

MANNA INC

451 E HILL ST
THOMSON,GA30824
N/A PC SOCIAL SERVICES 50,000

MARY WILLIS LIBRARY

204 E LIBERTY ST
WASHINGTON,GA30673
N/A PC EDUCATION 3,000

MCCALLIE SCHOOL

500 DODDS AVENUE
CHATTANOOGA,TN37404
N/A PC EDUCATION 25,000

MOLLYS MILITIA

PO BOX 6816
NORTH AUGUSTA,SC29861
N/A PC SOCIAL SERVICES 10,000

NATIONAL GEOGRAPHIC SOCIETY

1145 17TH ST
WASHINGTON,DC20036
N/A PC EDUCATION 2,000

NATURE CONSERVATORY OF GA

100 PEACHTREE ST
ATLANTA,GA30303
N/A PC HISTORY 10,000

PHINIZY CTR FOR WATER SCIENCES

1858 LOCK DAM ROAD
AUGUSTA,GA30906
N/A PC EDUCATION 25,000

PIEDMONT AUGUSTA FOUNDATION

2260 WRIGHTSBORO RD
AUGUSTA,GA30904
N/A PC MEDICAL 325,000

RECING CREW

516 GEORGIA AVE
NORTH AUGUSTA,SC29841
N/A PC ATHLETICS 100,000

RESTART AUGUSTA INC

1500 WRIGHTSBORO RD
AUGUSTA,GA30904
N/A PC SOCIAL SERVICES 5,000

RISE AUGUSTA

PO BOX 1604
AUGUSTA,GA30903
N/A PC EDUCATION 20,000

RONALD MCDONALD HOUSE

1442 HARPER ST
AUGUSTA,GA30901
N/A PC MEDICAL 50,000

SACRED HEART CULTURAL CENTER

1301 GREENE STREET
AUGUSTA,GA30901
N/A PC CULTURAL 135,000

SALVATION ARMY

PO BOX 921
AUGUSTA,GA30903
N/A PC SOCIAL SERVICES 100,000

SHELL TO SHORE

115 E HABCOCK AVE 682
ATHENS,GA30601
N/A PC EDUCATION 5,000

SOLOMONS TEMPLE

2836 SPRINGDALE RD SW
ATLANTA,GA30315
N/A PC SOCIAL SERVICES 7,000

ST JOHN UMC

PO BOX 444
AUGUSTA,GA30904
N/A PC CHURCH 4,000

SYMPHONY ORCHESTRA AUGUSTA

PO BOX 579
AUGUSTA,GA30903
N/A PC ARTS 60,000

TALIAFERRO COUNTY LIBRARY

117 ASKIN ST
CRAWFORD,GA30631
N/A PC EDUCATION 3,000

THOMSON MCDUFFIE CHAMBER OF COM

149 MAIN STREET
THOMSON,GA30824
N/A PC SOCIAL SERVICES 7,500

THOMSON MCDUFFIE CTY LIBRARY

338 MAIN STREET
THOMSON,GA30824
N/A PC EDUCATION 7,000

TRINITY ON THE HILL UMC

1330 MONTE SANO AVENUE
AUGUSTA,GA30904
N/A PC CHURCH 24,000

TUESDAYS MUSIC LIVE

605 REYNOLDS STREET
AUGUSTA,GA30901
N/A PC ARTS 5,000

TURN BACK THE BLOCK

PO BOX 3366
AUGUSTA,GA30914
N/A PC SOCIAL SERVICES 20,000

TUTTLE NEWTON

2196 CENTRAL AVENUE
AUGUSTA,GA30904
N/A PC SOCIAL SERVICES 5,000

UGA FOUNDATION

394 SOUTH MILLEDGE AVENUE
ATHENS,GA30603
N/A PC UNIVERSITY FOUNDATION 15,000

UGA GEORGIA MUSEUM OF ART

90 CARLTON STREET
ATHENS,GA30602
N/A PC ARTS 10,000

UNITED WAY MCDUFFIE & WARREN CO

PO BOX 87
THOMSON,GA30824
N/A PC SOCIAL SERVICES 10,000

UNITED WAY OF THE CSRA

1765 BROAD STREET
AUGUSTA,GA30904
N/A PC SOCIAL SERVICES 10,000

VIA COGNITIVE HEALTH

1931 CENTRAL AVENUE
AUGUSTA,GA30904
N/A PC MEDICAL 20,000

WAKE FOREST FUND

1834 WAKE FOREST RD
WINSTONSALEM,NC27109
  PC EDUCATION 3,000

WEE ONE FOUNDATION

11855 ARCHER AVE
LEMONT,IL60439
N/A PC ATHLETICS 15,000

WESLEY CHURCH AT FREDERICA

6520 FREDERICA RD
ST SIMONS ISLAND,GA31522
N/A PC CHURCH 5,000

WESLEYAN COLLEGE

4760 FORSYTH RD
MACON,GA31210
N/A PC EDUCATION 200,000

WESTABOU MONTESSORI SCHOOL

309 CRAWFORD AVE
AUGUSTA,GA30904
N/A PC EDUCATION 30,000

WESTMINSTER SCHOOL OF AUGUSTA

3067 WHEELER RD
AUGUSTA,GA30909
N/A PC EDUCATION 7,500

WHITEOAK CAMPGROUND

7300 WHITEOAK CAMPGROUND RD
THOMSON,GA30824
N/A PC EDUCATION 10,000

WIMBERLY HOUSE MINISTRIES

PO BOX 50
WAYNESBORO,GA30830
N/A PC MEDICAL 10,000
Total .................................right arrow 3a 3,898,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ...........
    14 45,890  
4 Dividends and interest from securities ....     14 2,104,378  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 197,643  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     18 622  
8 Gain or (loss) from sales of assets other than
inventory ............
  -259 18 1,983,316  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aEUCHEE CREEK INVESTORS
531390        
bFERRELLGAS K-1 531390 10,500      
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 10,241 4,331,849 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,342,090
(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

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

TY 2023 DepreciationSchedule
Name:
THE KNOX FOUNDATION
EIN:
58-6163728
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
RENOVATION OF CONVENT 2013-09-01 91,989 21,918 SL 39.000000000000 2,359 0    
LOVE SEAT 1999-06-22 200 200 ADS 10.000000000000 0 0    
LIBRARY "LADDER" 1999-06-22 400 400 ADS 10.000000000000 0 0    
COUCH 1999-06-22 500 500 ADS 10.000000000000 0 0    
ADAMS PROPERTY - ENGINEERING 2005-11-08 23,690   L   0 0    
SACRED HEART PROP.LND 1994-12-08 300,000   L   0 0    
CHAIR 1999-06-22 300 300 ADS 10.000000000000 0 0    
FILE CABINETS 1991-06-30 1,193 1,193 ADS 7.000000000000 0 0    
DOORS IN RED CROSS BLDG 2001-02-22 7,148 7,148 SL 10.000000000000 0 0    
A/C UNIT - 742 STAGECOACH 2007-08-09 3,950 3,950 SL 10.000000000000 0 0    
USDA BUILDING - A/C UNIT 2008-03-04 4,750 4,750 SL 10.000000000000 0 0    
EIGHT NATIVE AMERICAN PRINTS 1999-06-22 1,200 1,200 ADS 10.000000000000 0 0    
SET OF THREE NATIVE AMERICAN PRINTS 1999-06-22 900 900 ADS 10.000000000000 0 0    
SACRED HEART - STAINED GLASS WINDOWS REPAIR 2001-06-30 375,558 201,863 SL 40.000000000000 9,389 0    
3232 FAIRFAX DRIVE - RICHMOND COUNTY 1995-04-30 4,500   VAR 0 % 0 0    
SACRED HEART - ROOF 2015-02-09 87,585 17,687 SL 39.000000000000 2,246 0    
SACRED HEART PROP. CHURCH BLD 1994-12-08 600,000 420,625 ADS 40.000000000000 15,000 0    
TEA CADDY 1999-06-22 200 200 ADS 10.000000000000 0 0    
SACRED HEART PROP. CONVENT BLD 1994-12-08 170,000 119,177 ADS 40.000000000000 4,250 0    
SACRED HEART PROP. SCHOOL BLD 1994-12-08 15,000 10,516 ADS 40.000000000000 375 0    
SACRED HEART PROP. PARKING IMPROVEMENTS 1994-12-08 62,013 62,013 ADS 20.000000000000 0 0    
"CENTER" TABLE 1999-06-22 300 300 ADS 10.000000000000 0 0    
BOOKCASE 1999-06-22 2,500 2,500 ADS 10.000000000000 0 0    
1331 GREENE STREET 2005-09-30 40,000   VAR 0 % 0 0    
LOT 97 BELLE MEADE SUBDIVISION 1995-04-30 9,214   L   0 0    
PLANS FOR CONVENT RENOVATION 2013-09-01 2,400 575 SL 39.000000000000 62 0    
WOODBINE WEST 4.37 ACRES - 9 LOTS 2005-12-31 414,549   L   0 0    
RHEEM HEAT PUMP 2011-06-16 5,950 4,564 SL 15.000000000000 397 0    
ARCHITECT PLANS FOR CONVENT 2013-09-01 18,440 4,394 SL 39.000000000000 473 0    
3405 NOTTING DRIVE - RICHMOND COUNTY 1995-04-30 3,600   L   0 0    
LOT 134 BELLE MEADE SUBDIVISION 2010-11-03 72,826   L   0 0    
3133 WASH RD NW LAND 2003-10-10 75,000   L   0 0    
SACRED HEART PROP. RECTORY BLD 1994-12-08 170,000 119,177 ADS 40.000000000000 4,250 0    
SACRED HEART PROP.EQP.APL. RECTORY 1994-12-08 30,000 30,000 ADS 12.000000000000 0 0    
SACRED HEART PROP. EQP.APL. CONVENT 1994-12-08 20,000 20,000 ADS 12.000000000000 0 0    
HARRISON HOUSE - THOMSON, MCDUFFIE COUNTY, GA 1995-04-30 56,304 56,304 ADS 12.000000000000 0 0    
CHAIR 1999-06-22 300 300 ADS 10.000000000000 0 0    
DESK 1999-06-22 950 950 ADS 10.000000000000 0 0    
TABLE 1999-06-22 650 650 ADS 10.000000000000 0 0    
ADAMS PROPERTY - SURVEY 2005-07-18 21,868   L   0 0    
ADAMS PROPERTY - ENGINEERING 2006-08-09 5,735   L   0 0    
SACRED HEART PROP. EQP.APL.CHURCH 1994-12-08 90,000 90,000 ADS 12.000000000000 0 0    
CHEST/BAR 1999-06-22 300 300 ADS 10.000000000000 0 0    
LAND 742 STAGECOACH RD 2005-07-18 20,000   L   0 0    
3133 WASH RD NW - HOUSE 2003-10-10 338,000 162,310 ADS 40.000000000000 8,450 0    
KITCHEN TABLE 1999-06-22 250 250 ADS 10.000000000000 0 0    
WRIGHTSBORO ROAD SUBDIVISION 1995-04-30 27,704   L   0 0    
WOODBINE WEST - RICHMOND CO. 1995-04-30 179,352   L   0 0    
USDA BUILDING - MCDUFFIE COUNTY, GA 1995-04-30 250,000 173,177 ADS 40.000000000000 6,250 0    
3133 WASHINGTON RD - ROOF 2015-02-12 29,717 6,001 SL 39.000000000000 762 0    
USDG BLDG - HVAC UNITS 2015-04-02 5,950 2,975 200DB 7.000000000000 0 0    
ADAMS PROPERTY - MCDUFFIE CO. 1995-04-30 76,368   L   0 0    
SACRED HEART SCHOOL BUILDING 1999-10-31 593,836 344,549 ADS 40.000000000000 14,846 0    
DESK CHAIR 1999-06-22 200 200 ADS 10.000000000000 0 0    
PERSIAN RUG 1999-06-22 4,850 4,850 ADS 10.000000000000 0 0    
MIRROR 1999-06-22 600 600 ADS 10.000000000000 0 0    
HOUSE - 742 STAGECOACH RD 2005-07-18 40,100 17,463 SL 40.000000000000 1,003 0    
781 STAGECOACH RD - HOUSE 2003-10-10 175,000 84,036 ADS 40.000000000000 4,375 0    
STABLES - MCDUFFIE COUNTY, GA 1995-04-30 151,690 105,075 ADS 40.000000000000 3,792 0    
ARCHITECT PLANS FOR CONVENT 2013-09-01 7,020 1,673 SL 39.000000000000 180 0    
RENOVATION OF CONVENT 2013-09-01 62,598 14,913 SL 39.000000000000 1,605 0    
RENOVATION TO CONVENT 2013-09-01 6,546 1,560 SL 39.000000000000 168 0    
RENOVATION OF CONVENT 2013-09-01 73,473 17,505 SL 39.000000000000 1,884 0    
RENOVATION OF CONVENT 2013-09-01 262,652 62,572 SL 39.000000000000 6,734 0    
RENOVATION OF CONVENT 2013-09-01 217,933 51,922 SL 39.000000000000 5,588 0    
RENOVATION OF CONVENT 2013-09-01 297,237 70,813 SL 39.000000000000 7,621 0    
RENOVATION OF CONVENT 2013-09-01 168,764 40,206 SL 39.000000000000 4,327 0    
TABLE/BOOKSTAND 1999-06-22 400 400 ADS 10.000000000000 0 0    
SACRED HEART CULT CTR - ROOF 2014-11-18 120,714 25,147 SL 39.000000000000 3,095 0    
IMPROVEMENTS SACRED HEART 2014-08-14 5,500 1,181 SL 39.000000000000 141 0    
RHEEM HEAT PUMP 2014-02-21 5,950 5,950 200DB 7.000000000000 0 0    
9.82 ACRES WEST SIDE HWY 2006-10-31 88,003   L   0 0    
SACRED HEART SCHOOL LAND IMPROVEMENTS 1999-10-31 27,314 27,314 ADS 20.000000000000 0 0    
781 STAGECOACH - A/C UNIT - LOW HOUSE 2007-03-22 7,200 7,200 SL 10.000000000000 0 0    
RENOVATION OF CONVENT 2013-09-01 12,692 3,021 SL 39.000000000000 325 0    
KNOICA MINOLTA COPIER 2017-12-05 4,968   200DB 5.000000000000 0 0    
SACRED HEART IMPROVEMENTS 2017-02-22 88,546 13,337 SL 39.000000000000 2,270 0    
COMPUTER EQUIPMENT 2018-05-21 2,126 1,948 SL 5.000000000000 178 0    
3 DESK 2018-08-17 11,398 7,055 SL 7.000000000000 1,628 0    
SACRED HEART - WATERPROOFING 2021-12-09 84,368 2,253 SL 39.000000000000 2,163 0    

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE KNOX FOUNDATION
EIN:
58-6163728
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK OF AMERICA NON-CALL 12/31/49 @ 7.25 150,660 150,660
CITIGROUP INC PFD NON CUMULATIVE SER 29,551 29,551
NUSTAR LOGISTICS 77,640 77,640
REGIONS FINL CORP 1ST CALLABLE 115,200 115,200

TY 2023 InvestmentsCorpStockSchedule
Name:
THE KNOX FOUNDATION
EIN:
58-6163728
Name of Stock End of Year Book Value End of Year Fair Market Value
40,000 SHS COUSINS PROPERTIES 974,000 974,000
220,000 SHS EQUITY RESID PROPE 12,231,995 12,231,995
NET LEASE OFFICE PROPERTIES 24,634 24,634
RAYONIER INC - 35000 SHS 1,169,350 1,169,350
WP CAREY, INC 1,296,200 1,296,200
MK FUND OF FUNDS II, QP 98,428 98,428
BELLE MEADE - 5010 SHS 11,000 11,000
AIR PRODUCTS & CHEMICALS 357,309 357,309
ALLSTATE CORPORATION 559,920 559,920
ALPHABET INCORPORATED 949,892 949,892
AMAZON COM 1,215,520 1,215,520
APPLE INC 1,314,402 1,314,402
BEST BUY INC. 391,400 391,400
BROADCOM INC. 1,235,689 1,235,689
CME GROUP INC 631,800 631,800
CVS HEALTH CORP 394,800 394,800
CANADIAN PAC RY LIMITED 456,018 456,018
CISCO SYSTEMS 508,433 508,433
COMCAST CORP CLASS A 384,521 384,521
DARDEN RESTAURANTS INC. 446,896 446,896
DEVON ENERGY CORP. 653,906 653,906
DIAMONDBACK ENERGY INC. 694,448 694,448
HOME DEPOT INCORPORATED 1,036,878 1,036,878
INTERCONTINENTAL EXCHANGE 802,688 802,688
JP MORGAN CHASE & COMPANY 680,400 680,400
JOHNSON & JOHNSON 573,041 573,041
LAUDER ESTEE COMPANIES INC. 329,063 329,063
MARATHON PETE CO 1,112,700 1,112,700
MERCK & COMPANY INC. 545,100 545,100
MICROSOFT CORPORATION 1,322,909 1,322,909
MOTOROLA SOLUTIONS INC. 782,725 782,725
SALESFORCE COM 806,524 806,524
UNION PAC CORPORATION 614,050 614,050
UNITEDHEALTH GROUP INC. 894,999 894,999
VERIZON COMMUNICATIONS 226,200 226,200
VISA INCORPORATED 1,041,400 1,041,400
WALMART INCORPORATED 472,950 472,950
EATON CORPORATION 1,023,485 1,023,485
JOHNSON CONTROLS 576,400 576,400
MEDTRONIC PLC SHS 538,106 538,106
CHUBB LIMITED 841,624 841,624
NXP SEMICONDUCTORS INC. 815,364 815,364
FRANKLIN INCOME FUND ADVISOR (FRIAX) 1,053,691 1,053,691
VICTORY PORTFOLIOS II VICTORY SHARES WESTEND US 813,500 813,500
AFLAC INC 99,000 99,000
ABBOTT LABS 82,553 82,553
ABBVIE INC 123,976 123,976
ADOBE INC. 74,575 74,575
ALBEMARLE CORP 32,508 32,508
ALPHABET INC 181,597 181,597
AMAZON COM INC. 121,552 121,552
AMETEK INCORPORATION 89,041 89,041
APPLE INC 308,048 308,048
AUTOZONE 77,568 77,568
BERKSHIRE HATHAWAY INC 106,998 106,998
BOOKING HOLDINGS INC. 141,889 141,889
BROADCOM INCORPORATED 223,250 223,250
CHEVRON CORPORATION 119,328 119,328
COMCAST CORP 70,160 70,160
CUMMINS INC 83,850 83,850
DISNEY WALT COMPANY 27,087 27,087
EMERSON ELEC COMPANY 38,932 38,932
ENVESTNET INC. 27,236 27,236
META PLATFORMS INC. CLASS A 88,490 88,490
FORTINET INC. 58,530 58,530
HOME DEPOT INC 51,983 51,983
HONEYWELL INTERNATION 78,641 78,641
INTERCONTINENTAL EXCHANGE INC. 64,215 64,215
JP MORGAN CHASE & CO 102,060 102,060
JOHNSON & JOHNSON 70,533 70,533
MERCK & COMPANY INC. 92,667 92,667
MICROSOFT CORP 347,837 347,837
NEXTERA ENERGY INC. 85,036 85,036
NVIDIA CORP 148,566 148,566
PEPSICO INC 101,904 101,904
RAYTHEON COMPANY 83,467 83,467
ROPER TECHNOLOGIES INC. 68,146 68,146
SALESFORCE INC. 78,942 78,942
SILVERCREST ASSET MANAGEMENT 107,100 107,100
STARBUCKS CORP. 36,004 36,004
STRYKER CORP 77,860 77,860
TESLA INC. 55,908 55,908
THERMO FISHER SCIENTIFIC INC. 106,158 106,158
TRACTOR SUPPLY 96,764 96,764
UNITEDHEALTH GROUP 92,132 92,132
UNIVERSAL MUSIC GROUP NV UNSPONSORED NETHERLANDS 71,280 71,280
VERIZON COMMUNICATIONS INC. 56,550 56,550
VISA INC 91,123 91,123
VISTA OUTDOOR INC 88,710 88,710
WALMART INC. 76,460 76,460
ZOETIS INC. CLASS A 43,421 43,421
ACCENTURE PLC 70,182 70,182
AMERICAN TOWER CORP. REIT 80,955 80,955
APOLLO COML REAL EST FIN INC. 82,180 82,180
DIGITAL REALTY 33,645 33,645
FERRELL GAS PARTNERS CLASS B 45,318 45,318
INVESCO (QQQ) 61,428 61,428
SPDR S&P 500 ETF TRUST (SPY) 546,607 546,607
SPDR MATERIALS SELECT SECTOR FUND (XLB) 76,986 76,986
SPDR CONSUMER STAPLES SLECT SECTOR FUND (XLP) 72,030 72,030
SPDR ENERGY SLECT SECTOR FUND (XLE) 96,416 96,416
SPDR FINANCIAL SECECT SECTOR FUND (XLF) 75,200 75,200
SPDR TECH SELECT SECTOR FUND (XLK) 91,428 91,428
ISHARES TR CORE MSCI EURO IEUR 142,722 142,722
SECTOR SPDR TR SBI HEALTHCARE XLV 1,067,446 1,067,446
SPDR CONSUMER STAPLES SLECT SECTOR FUND (XLP) 548,076 548,076
SECTOR SPDR TR SBI CONS DISCR XLY 372,819 372,819
SPDR TECH SELECT SECTOR FUND (XLK) 960,668 960,668
SECTOR SPDR COMMUNICATION SERVICES - XLC 538,047 538,047
SPDR UTILITIES SELECT SECTOR FUND - XLU 183,024 183,024
VANGUARD INTL EQUITY INDEX FD INC FTSE - VEU 978,857 978,857
VANGUARD INTL EQUITY INDEX FDS MSCI PAC - VPL 841,094 841,094
ABBVIE INCORPORATED 719,061 719,061
AMERICAN ELEC PWR COMPANY INC. 381,734 381,734
AMERICAN EXPRESS 524,552 524,552
ASTRAZENECA PLC SPONSORED ADR 687,644 687,644
BLACKROCK INC. 576,378 576,378
CARDINAL HEALTH INC. 543,312 543,312
COCA COLA 727,196 727,196
COMCAST CORP. 684,060 684,060
GENUINE PARTS CO 637,100 637,100
GLOBAL PMTS. INC. 768,350 768,350
HASBRO INC. 382,950 382,950
HOME DEPOT INC 727,755 727,755
HONEYWELL INTERNATIONAL INC 551,537 551,537
JPMORGAN CHASE & CO. 542,619 542,619
JOHNSON & JOHNSON 631,662 631,662
M & T BANK CORP 494,859 494,859
MARSH & MCLENNAN CO. INC. 449,044 449,044
MERCK & CO INC 738,065 738,065
MICROSOFT CORP 808,486 808,486
MONDELEZ INTERNATIONAL INC. CLASS A 521,496 521,496
OMNICOM GROUP INC 789,836 789,836
PHILIP MORRIS INTERNATIONAL INC 735,706 735,706
PROCTER & GAMBLE CO 451,343 451,343
RTX CORPORATION 471,184 471,184
S & P GLOBAL INC 572,676 572,676
SAP SE SPON ADR (GERMANY) SAP 545,703 545,703
SCHWAB CHARLES CORPORATION 547,648 547,648
UNITED PARCEL SERVICE INC. 655,649 655,649
VISA INC COM CLASS A 752,412 752,412
WEC ENERGY GROUP INC. 425,900 425,900
AMDOCS LIMITED SHS 471,090 471,090
ACCENTURE PLC IRELAND SHS CLASS A 519,347 519,347
JOHNSON CONTROLS INT PLC SHS 685,916 685,916
MEDTRONIC PLC SHS 765,310 765,310
WILLIS TOWERS WATSON PUB 549,212 549,212
CHUBB LIMITED SHS SWITZERLAND 485,900 485,900
TE CONNECTIVITY LIMITED 705,310 705,310
ALEXANDRIA REAL ESTATE REIT 722,589 722,589
AZZ INCORPORATED 192,278 192,278
ACADEMY SPORTS & OUTDOORS INC. 198,000 198,000
AMERICAN SOFTWARE INC 214,700 214,700
ARTISAN PARTNERS ASSET MGMT IN CLASS A 88,360 88,360
ATRION CORP 174,243 174,243
BANCFIRST CORP 128,476 128,476
BELDEN INC. 154,500 154,500
BLACK HILL CORP. 90,636 90,636
BLOCK H & R INC. 103,996 103,996
CTS CORPORATION 131,220 131,220
CACTUS INC. 79,904 79,904
CARTERS INCORPORATED 93,613 93,613
CASEYS GENERAL STORES INC. 151,107 151,107
COLUMBIA SPORTSWEAR CO. 79,540 79,540
CONMED CORP. 238,732 238,732
DT MIDSTREAM INC. 188,512 188,512
ESCO TECHNOLOGIES INC. 216,506 216,506
FIRST HAWAIIAN INC 91,440 91,440
FLOWERS FOODS INC 149,466 149,466
FRANKLIN ELEC INC 176,870 176,870
FULLER H B COMPANY 177,474 177,474
HNI CORP 126,327 126,327
HACKETT GROUP INC 275,517 275,517
HAMILTON LANE INC. 154,278 154,278
HANOVER INS GROUP 182,130 182,130
HILLENBRAND INC. 117,233 117,233
HOULIHAN LOKEY INC. CLASS A 153,485 153,485
INFORMATION SVCS GROUP INC. 77,715 77,715
INTER PARFUMS INC. 115,208 115,208
J & J SNACK FOODS CORP 143,740 143,740
JOHNSON OUTDOORS INC. CLASS A 121,263 121,263
LANDSTAR SYSTEMS INC. 77,460 77,460
LEMAITRE VASCULAR INC. 176,524 176,524
LITTEL FUSE INCORPORATION 155,185 155,185
MGP INGREDIENTS INC 84,727 84,727
MSC INDL DIRECT INC 189,356 189,356
MONRO INC. 58,680 58,680
MOOG INC 199,796 199,796
MUELLER WTS PRODUCTS INC. 240,480 240,480
OLD REP INTERNATIONAL CORPORATION 196,686 196,686
POWER INTEGRATIONS INC 198,706 198,706
PSYCHEMEDICS CORPORATION COM 25,634 25,634
ROCKY BRANDS INC. 60,360 60,360
SHOE CARNIVAL INC. 110,267 110,267
SIMULATIONS PLUS INCORPORATED 627,843 627,843
SMITH A O 98,928 98,928
SOUTH ST CORP 127,520 127,520
STANDEX INTERNATIONAL CORP. 237,570 237,570
STOCK YDS BANCORP INC. 41,192 41,192
TENNANT COMPANY 120,497 120,497
TRICO BANCSHARES 137,504 137,504
TURNING PT BRANDS INC. 52,640 52,640
US PHYSICAL THERAPY INC. 186,280 186,280
VALLEY NATL BANCORP 107,514 107,514
VALMONT INDUSTRIES INC 140,106 140,106
WD 40 COMPANY 95,628 95,628
WSFS FINL CORP. 136,412 136,412
WALKER & DUNLOP INC. 111,010 111,010
WEBSTER FINANCIAL CORP. 104,870 104,870
WOODWORD INCORPORATED 96,652 96,652
NVENT ELECTRIC PLC SHS 265,905 265,905
SAPIENS INTERNATIONAL CORP. V SHS 218,208 218,208
PERRIGO COMPANY PLC SHS. 204,665 204,665
ARMADA HOFFLER PPTYS INC REIT (AHH) 92,775 92,775
FOUR CORNERS PROPERTY 98,417 98,417
INDEPENDENCE RLTY TR INC REIT 114,750 114,750
NATIONAL STORAGE AFFILIATES TR COMM REIT 133,948 133,948
STAG INDL INC. REIT 78,520 78,520
LAZARD LIMITED SHRS A 108,228 108,228

TY 2023 InvestmentsLandSchedule2
Name:
THE KNOX FOUNDATION
EIN:
58-6163728
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
RENOVATION OF CONVENT 91,989 24,277 67,712  
ADAMS PROPERTY - ENGINEERING 23,690 0 23,690  
SACRED HEART PROP.LND 300,000 0 300,000  
DOORS IN RED CROSS BLDG 7,148 7,148 0  
A/C UNIT - 742 STAGECOACH 3,950 3,950 0  
USDA BUILDING - A/C UNIT 4,750 4,750 0  
SACRED HEART - STAINED GLASS WINDOWS REPAIR 375,558 211,252 164,306  
3232 FAIRFAX DRIVE - RICHMOND COUNTY 4,500 0 4,500  
SACRED HEART - ROOF 87,585 19,933 67,652  
SACRED HEART PROP. CHURCH BLD 600,000 435,625 164,375  
SACRED HEART PROP. CONVENT BLD 170,000 123,427 46,573  
SACRED HEART PROP. SCHOOL BLD 15,000 10,891 4,109  
SACRED HEART PROP. PARKING IMPROVEMENTS 62,013 62,013 0  
1331 GREENE STREET 40,000 0 40,000  
LOT 97 BELLE MEADE SUBDIVISION 9,214 0 9,214  
PLANS FOR CONVENT RENOVATION 2,400 637 1,763  
WOODBINE WEST 4.37 ACRES - 9 LOTS 414,549 0 414,549  
ARCHITECT PLANS FOR CONVENT 18,440 4,867 13,573  
3405 NOTTING DRIVE - RICHMOND COUNTY 3,600 0 3,600  
LOT 134 BELLE MEADE SUBDIVISION 72,826 0 72,826  
3133 WASH RD NW LAND 75,000 0 75,000  
SACRED HEART PROP. RECTORY BLD 170,000 123,427 46,573  
SACRED HEART PROP.EQP.APL. RECTORY 30,000 30,000 0  
SACRED HEART PROP. EQP.APL. CONVENT 20,000 20,000 0  
HARRISON HOUSE - THOMSON, MCDUFFIE COUNTY, GA 56,304 56,304 0  
ADAMS PROPERTY - SURVEY 21,868 0 21,868  
ADAMS PROPERTY - ENGINEERING 5,735 0 5,735  
SACRED HEART PROP. EQP.APL.CHURCH 90,000 90,000 0  
LAND 742 STAGECOACH RD 20,000 0 20,000  
3133 WASH RD NW - HOUSE 338,000 170,760 167,240  
WRIGHTSBORO ROAD SUBDIVISION 27,704 0 27,704  
WOODBINE WEST - RICHMOND CO. 179,352 0 179,352  
USDA BUILDING - MCDUFFIE COUNTY, GA 250,000 179,427 70,573  
3133 WASHINGTON RD - ROOF 29,717 6,763 22,954  
USDG BLDG - HVAC UNITS 5,950 5,950 0  
ADAMS PROPERTY - MCDUFFIE CO. 76,368 0 76,368  
SACRED HEART SCHOOL BUILDING 593,836 359,395 234,441  
HOUSE - 742 STAGECOACH RD 40,100 18,466 21,634  
781 STAGECOACH RD - HOUSE 175,000 88,411 86,589  
STABLES - MCDUFFIE COUNTY, GA 151,690 108,867 42,823  
ARCHITECT PLANS FOR CONVENT 7,020 1,853 5,167  
RENOVATION OF CONVENT 62,598 16,518 46,080  
RENOVATION TO CONVENT 6,546 1,728 4,818  
RENOVATION OF CONVENT 73,473 19,389 54,084  
RENOVATION OF CONVENT 262,652 69,306 193,346  
RENOVATION OF CONVENT 217,933 57,510 160,423  
RENOVATION OF CONVENT 297,237 78,434 218,803  
RENOVATION OF CONVENT 168,764 44,533 124,231  
SACRED HEART CULT CTR - ROOF 120,714 28,242 92,472  
IMPROVEMENTS SACRED HEART 5,500 1,322 4,178  
9.82 ACRES WEST SIDE HWY 88,003 0 88,003  
SACRED HEART SCHOOL LAND IMPROVEMENTS 27,314 27,314 0  
781 STAGECOACH - A/C UNIT - LOW HOUSE 7,200 7,200 0  
RENOVATION OF CONVENT 12,692 3,346 9,346  
SACRED HEART IMPROVEMENTS 88,546 15,607 72,939  
SACRED HEART - WATERPROOFING 84,368 4,416 79,952  

TY 2023 LandEtcSchedule2
Name:
THE KNOX FOUNDATION
EIN:
58-6163728
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LOVE SEAT 200 200 0  
LIBRARY "LADDER" 400 400 0  
COUCH 500 500 0  
CHAIR 300 300 0  
FILE CABINETS 1,193 1,193 0  
EIGHT NATIVE AMERICAN PRINTS 1,200 1,200 0  
SET OF THREE NATIVE AMERICAN PRINTS 900 900 0  
TEA CADDY 200 200 0  
"CENTER" TABLE 300 300 0  
BOOKCASE 2,500 2,500 0  
RHEEM HEAT PUMP 5,950 4,961 989  
CHAIR 300 300 0  
DESK 950 950 0  
TABLE 650 650 0  
CHEST/BAR 300 300 0  
KITCHEN TABLE 250 250 0  
DESK CHAIR 200 200 0  
PERSIAN RUG 4,850 4,850 0  
MIRROR 600 600 0  
TABLE/BOOKSTAND 400 400 0  
RHEEM HEAT PUMP 5,950 5,950 0  
KNOICA MINOLTA COPIER 4,968 4,968 0  
COMPUTER EQUIPMENT 2,126 2,126 0  
3 DESK 11,398 8,683 2,715  


TY 2023 OtherAssetsSchedule
Name:
THE KNOX FOUNDATION
EIN:
58-6163728
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDENDS RECEIVABLE 15,303 10,552 10,552


TY 2023 OtherDecreasesSchedule
Name:
THE KNOX FOUNDATION
EIN:
58-6163728
Description Amount
MK GRANTOR INFORMATION LETTER 258


TY 2023 OtherExpensesSchedule
Name:
THE KNOX FOUNDATION
EIN:
58-6163728
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 3,153 1,577   1,576
OPERATING EXPENSE RENTALS 23,284 23,284   0
RENTAL EXPENSE USDA BLDG 18,718 18,718   0
RENTAL EXPENSE GREENE ST 69,014 69,014   0
INSURANCE 54,163 54,163   0


TY 2023 OtherIncomeSchedule2
Name:
THE KNOX FOUNDATION
EIN:
58-6163728
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 622 622 622
FERRELLGAS K-1 10,500   10,500


TY 2023 OtherIncreasesSchedule
Name:
THE KNOX FOUNDATION
EIN:
58-6163728
Description Amount
UNREALIZED GAIN IN INVESTMENTS 7,124,555


TY 2023 OtherProfessionalFeesSchedule
Name:
THE KNOX FOUNDATION
EIN:
58-6163728
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 510,303 510,303   0
MK TRUST LETTER 5,349 5,349   0
INVESTMENT EXPENSE - LAZARD K1 142 142   0
INVESTMENT FEES 71 71   0
OTHER EXPENSES 2,249 1,125   1,124


TY 2023 TaxesSchedule
Name:
THE KNOX FOUNDATION
EIN:
58-6163728
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 9,750 9,750   0
EXCISE TAXES 101,008 0   0
PROPERTY TAXES 36,603 36,603   0