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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
JAMES M COX FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

47-0719195
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,158,356J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 76,187 75,683  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 36,408
b Gross sales price for all assets on line 6a 598,050
7 Capital gain net income (from Part IV, line 2)... 36,408
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,221 61  
12 Total. Add lines 1 through 11........ 117,816 112,152  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 34,262 17,131   17,131
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,808 0 0 1,808
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,428 1,428   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,998 18,559 0 20,439
25 Contributions, gifts, grants paid....... 110,000 110,000
26 Total expenses and disbursements. Add lines 24 and 25 148,998 18,559 0 130,439
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -31,182
b Net investment income (if negative, enter -0-) 93,593
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 424 680 680
2 Savings and temporary cash investments......... 52,689 61,089 61,089
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 294,297 Click to see attachment
List of Attached Documents:
// Content
281,496 		429,892
c Investments—corporate bonds (attach schedule)....... 25,314    
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,590,314 Click to see attachment
List of Attached Documents:
// Content
1,591,382 		1,664,544
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,680 		Click to see attachment
List of Attached Documents:
// Content
2,151 		Click to see attachment
List of Attached Documents:
// Content
2,151
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,964,718 1,936,798 2,158,356
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,964,718 1,936,798
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)..... 1,964,718 1,936,798
30 Total liabilities and net assets/fund balances (see instructions). 1,964,718 1,936,798
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
1,964,718
2
Enter amount from Part I, line 27a .....................
2
-31,182
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,265
4
Add lines 1, 2, and 3 ..........................
4
1,936,801
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,936,798
Form 990-PF (2024)
Form 990-PF (2024)
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 25000. BANK OF AMERICA MTN 4.125% 1/22/24   2018-10-04 2024-01-22
b 24. ABBVIE INC   2023-01-04 2024-04-02
c 40. ALPHABET INC CL A   2016-04-22 2024-04-02
d 8. CATERPILLAR INC   2023-01-04 2024-04-02
e 19. ISHARES CORE S P 500 ETF   2022-02-03 2024-04-02
178. ISHARES RUSSELL MIDCAP VALUE ETF   2023-01-04 2024-04-02
108. ISHARES RUSSELL MID CAP ETF   2022-08-25 2024-04-02
61. ISHARES CORE MSCI EAFE ETF   2022-04-14 2024-04-02
26. J P MORGAN CHASE & CO   2009-03-30 2024-04-02
23. MARATHON PETROLEUM CORP   2020-08-21 2024-04-02
29. TEXAS INSTRS INC   2023-01-04 2024-04-02
457. ISHARES CORE U.S. AGGREGATE BOND ETF     2024-05-13
920. ISHARES CORE U.S. AGGREGATE BOND ETF   2022-01-12 2024-05-13
29. ISHARES CORE MSCI EAFE ETF   2022-04-14 2024-05-13
2660.964 CREDIT SUISSE COMMODITY RETURN     2024-07-30
19. AMERICAN TOWER CORP     2024-08-02
78. BANK OF AMERICA CORP     2024-08-02
11. INVESCO S P 500 EQUAL WEIGHT ETF   2024-05-13 2024-08-02
11. ISHARES CORE S P 500 ETF   2023-06-14 2024-08-02
91. ISHARES RUSSELL MID CAP ETF   2022-08-25 2024-08-02
27. ISHARES RUSSELL 2000 INDEX FUND   2021-03-04 2024-08-02
12. J P MORGAN CHASE & CO   2009-03-30 2024-08-02
6. MICROSOFT CORP   1995-01-25 2024-08-02
53. MORGAN STANLEY DEAN WITTER & CO   2023-01-04 2024-08-02
220. SCHWAB US REIT ETF   2024-04-02 2024-08-02
151.499 STONE RIDGE HY REINSUR-I   2023-12-14 2024-08-02
283. INVESCO S P 500 EQUAL WEIGHT ETF   2024-05-13 2024-09-19
8. ISHARES CORE S P 500 ETF   2023-06-14 2024-09-19
14. ISHARES RUSSELL MIDCAP VALUE ETF   2023-01-04 2024-09-19
42. CLEARBRIDGE INTERNATIONAL GROWTH   2020-08-31 2024-09-19
132. SCHWAB US REIT ETF     2024-09-19
215. BARON EMERGING MARKETS INSTITUTIONAL   2019-07-31 2024-09-24
88. INVESCO S P 500 EQUAL WEIGHT ETF   2024-05-13 2024-09-24
25. ISHARES RUSSELL MID CAP ETF   2022-08-25 2024-09-24
36. ISHARES MSCI EAFE VALUE ETF   2023-08-31 2024-09-24
4. ISHARES CORE S P 500 ETF   2023-06-14 2024-11-14
1071. ISHARES CORE U.S. AGGREGATE BOND ETF     2024-11-14
176. ISHARES CORE U.S. AGGREGATE BOND ETF   2022-01-12 2024-11-14
27. ISHARES RUSSELL MIDCAP VALUE ETF   2023-09-20 2024-11-14
53. ISHARES RUSSELL MID CAP ETF   2022-08-25 2024-11-14
26. ISHARES RUSSELL 2000 INDEX FUND   2021-03-04 2024-11-14
1. STERICYCLE INC COMMON STOCK   1911-11-11 2024-12-06
54. BANK OF AMERICA CORP   2009-06-01 2024-12-10
4. BLACKROCK INC COM   2023-01-04 2024-12-10
10. DEERE & CO COM   2023-12-14 2024-12-10
42. NIKE INC CL B COM   2024-04-02 2024-12-10
110. VERIZON COMMUNICATIONS   2023-01-04 2024-12-10
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 25,000   25,314 -314
b 4,334   3,935 399
c 6,167   1,468 4,699
d 2,910   1,932 978
e 9,898   8,579 1,319
21,932   19,062 2,870
8,923   7,839 1,084
4,468   4,177 291
5,173   669 4,504
4,839   816 4,023
4,943   4,894 49
44,034   44,364 -330
88,646   103,767 -15,121
2,162   1,986 176
58,009   62,457 -4,448
4,474   4,172 302
2,978   1,238 1,740
1,836   1,827 9
5,879   4,820 1,059
7,451   6,605 846
5,632   5,846 -214
2,424   309 2,115
2,434   23 2,411
5,184   4,611 573
4,791   4,342 449
1,382   1,415 -33
50,286   47,003 3,283
4,581   3,505 1,076
1,840   1,499 341
2,950   2,491 459
3,056   2,601 455
3,451   2,972 479
15,661   14,616 1,045
2,206   1,815 391
2,067   1,789 278
2,393   1,753 640
104,812   107,041 -2,229
17,224   19,851 -2,627
3,660   2,945 715
4,880   3,847 1,033
6,044   5,629 415
11     11
2,484   633 1,851
4,238   2,899 1,339
4,466   3,908 558
3,256   3,828 -572
4,679   4,550 129
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
      17,902
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       -314
b       399
c       4,699
d       978
e       1,319
      2,870
      1,084
      291
      4,504
      4,023
      49
      -330
      -15,121
      176
      -4,448
      302
      1,740
      9
      1,059
      846
      -214
      2,115
      2,411
      573
      449
      -33
      3,283
      1,076
      341
      459
      455
      479
      1,045
      391
      278
      640
      -2,229
      -2,627
      715
      1,033
      415
      11
      1,851
      1,339
      558
      -572
      129
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 36,408
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,301
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,301
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,301
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,068
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,068
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 9 233
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowUS BANK NATIONAL ASSOCIATION Telephone no.right arrow (402) 434-1103

Located atright arrow233 SOUTH 13THLINCOLNNE ZIP+4right arrow68508
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
RONALD C JENSEN SECRETARY
4 		0    
1500 WOODMEN TOWER
OMAHA,NE68102
STEVE C OTTO CO-PRESIDENT
4 		0    
1500 KINGSTON RD
LINCOLN,NE68506
JIM OTTO CO-PRESIDENT
4 		0    
1610 S 70TH ST STE 101
LINCOLN,NE68506
PATRICK A GREWE TREASURER
4 		0    
233 SOUTH 13TH STE 1011
LINCOLN,NE68508
US BANK NA TRUSTEE
1 		34,262    
PO BOX 0634
MILWAUKEE,WI532010634
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,131,309
b
Average of monthly cash balances.......................
1b
43,328
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,174,637
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,174,637
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
32,620
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,142,017
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
107,101
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
107,101
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,301
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,301
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
105,800
4
Recoveries of amounts treated as qualifying distributions................
4
3,259
5
Add lines 3 and 4............................
5
109,059
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
109,059
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
130,439
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
130,439
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 109,059
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 29,513
b From 2020...... 23,872
c From 2021...... 0
d From 2022...... 22,655
e From 2023...... 25,692
f Total of lines 3a through e ........ 101,732
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 130,439
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 109,059
e Remaining amount distributed out of corpus 21,380
5 Excess distributions carryover applied to 2024. 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 5 123,112
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		29,513
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		93,599
10 Analysis of line 9:
a Excess from 2020.... 23,872
b Excess from 2021.... 0
c Excess from 2022.... 22,655
d Excess from 2023.... 25,692
e Excess from 2024.... 21,380
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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:
NORMAN OTTO JAMES M COX FOUNDATION
1500 KINGSTON ROAD
LINCOLN,NE68506
(402) 488-1951
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION FORMS ARE AVAILABLE UPON REQUEST.
cAny submission deadlines:
APRIL 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AMOUNT OF THE SCHOLARSHIP IS $1,000 AND AWARDED TO HIGH SCHOOL SENIORS ATTENDING COLLEGE OR TRADE SCHOOL. APPLICANTS MUST BE IN THE EASTERN THIRD OF NEBRASKA.
Form 990-PF (2024)
Form 990-PF (2024)
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

SE COMMUNITY COLLEGE - MILFORD

600 STATE STREET
MILFORD,NE68405 		NONE I SCHOLARSHIP 2,000

OMAHA BRIDGES OUT OF POVERTY

PO BOX 540338
OMAHA,NE68154 		NONE I SCHOLARSHIP 5,000

NEBRASKA CHILDREN'S HOME

4939 SOUTH 118TH ST
OMAHA,NE68137 		NONE I SCHOLARSHIP 5,000

HAMILTON COMMUNITY FOUNDATION

PO BOX 283
AURORA,NE688180283 		NONE I SCHOLARSHIP 5,000

WAYNE STATE COLLEGE

1111 MAIN STREET
WAYNE,NE68787 		NONE I SCHOLARSHIP 8,000

BRYAN COLLEGE OF HEALTH SCIENCES

5035 EVERETT STREET
LINCOLN,NE685061398 		NONE I SCHOLARSHIP 2,000

SOUTHEAST COMMUNITY COLLEGE

600 STATE ST
MILFORD,NE68405 		NONE I SCHOLARSHIP 4,000

CONCORDIA UNIVERSITY

800 NORTH COLUMBIA AVENUE
SEWARD,NE68434 		NONE I SCHOLARSHIP 2,000

UNIVERSITY OF NEBRASKA-KEARNEY

905 W 25TH
KEARNEY,NE688492350 		NONE I SCHOLARSHIP 6,000

NORTHEAST COMMUNITY COLLEGE

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

UNIVERSITY OF NEBRASKA-LINCOLN

P O BOX 880411
LINCOLN,NE685880411 		NONE I SCHOLARSHIP 30,000

CENTRAL COMMUNITY COLLEGE

4500 63RD STREET
COLUMBUS,NE686021027 		NONE I SCHOLARSHIP 6,000

PERU STATE COLLEGE

P O BOX 10
PERU,NE68421 		NONE I SCHOLARSHIP 2,000

UNIVERSITY OF NEBRASKA - OMAHA

6001 DODGE ST
OMAHA,NE68182 		NONE I SCHOLARSHIP 8,000

GRACE CHILDRENS HOME

1033 N MAIN STREET
HENDERSON,NE68371 		NONE I SCHOLARSHIP 5,000

CLARKSON COLLEGE

101 SOUTH 42 ST
OMAHA,NE681312739 		NONE I SCHOLARSHIP 2,000

METRO COMMUNITY COLLEGE

5300 N 30TH ST
OMAHA,NE68111 		NONE I SCHOLARSHIP 2,000

HASTINGS COLLEGE

550 S TECHNICAL BLVD
HASTINGS,NE68901 		NONE I SCHOLARSHIP 2,000
Total .................................right arrow 3a 110,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 76,187  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 36,408  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 61  
bFEDERAL TAX REFUND     1 5,160  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   117,816  
13Total. Add line 12, columns (b), (d), and (e)..................
13
117,816
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Name of Bond End of Year Book Value End of Year Fair Market Value
06051GFB0 BANK OF AMERICA MTN    

TY 2024 InvestmentsCorpStockSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Name of Stock End of Year Book Value End of Year Fair Market Value
56585A102 MARATHON PETROLEUM C 816 3,209
91324P102 UNITEDHEALTH GROUP I 648 9,611
G5960L103 MEDTRONIC PLC 12,062 10,704
594918104 MICROSOFT CORP 297 32,456
023135106 AMAZON.COM INC 1,665 11,847
02079K305 ALPHABET INC CL A 3,083 15,901
57636Q104 MASTERCARD INC 1,532 8,952
060505104 BANK OF AMERICA CORP 1,614 6,373
46625H100 J P MORGAN CHASE CO 1,106 10,308
037833100 APPLE INC 265 32,304
437076102 HOME DEPOT INC 4,111 13,615
03027X100 AMERICAN TOWER CORP 5,692 11,555
375558103 GILEAD SCIENCES INC 3,196 4,803
012653101 ALBEMARLE CORP 2,966 4,476
87612E106 TARGET CORP COM 13,711 10,409
65339F101 NEXTERA ENERGY INC 12,043 11,901
09247X101 BLACKROCK INC    
002824100 ABBOTT LABORATORIES 9,928 10,067
00287Y109 ABBVIE INC 8,716 9,774
031162100 AMGEN INC 7,925 7,819
032654105 ANALOG DEVICES INC 8,287 9,773
086516101 BEST BUY CO INC 5,027 5,234
12572Q105 CME GROUP INC 7,358 9,521
149123101 CATERPILLAR INC 1,691 2,539
166764100 CHEVRON CORP COM 4,024 3,911
17275R102 CISCO SYSTEMS INC 5,938 7,341
20030N101 COMCAST CORP CLASS A 11,529 11,822
20825C104 CONOCOPHILLIPS 5,119 4,463
244199105 DEERE CO.    
438516106 HONEYWELL INTL INC 9,876 10,617
502431109 L3HARRIS TECHNOLOGIE 10,913 10,935
559222401 MAGNA INTL INC CL 7,360 5,224
609207105 MONDELEZ INTL INC CL 8,516 7,586
617446448 MORGAN STANLEY COM N 7,743 11,189
717081103 PFIZER INC 9,381 4,935
74340W103 PROLOGIS INC COM 7,691 7,082
747525103 QUALCOMM INC COM 6,232 7,988
855244109 STARBUCKS CORP COM 8,441 7,391
882508104 TEXAS INSTRUMENTS IN 8,268 9,188
907818108 UNION PACIFIC CORP 3,560 3,877
911312106 UNITED PARCEL SERVIC 5,733 4,287
92343V104 VERIZON COMMUNICATIO    
92826C839 VISA INC 6,364 9,481
G1151C101 ACCENTURE PLC IRELAN 10,051 13,016
G54950103 LINDE PLC SHS 4,454 5,861
09290D101 BLACKROCK INC COM 7,064 10,251
11135F101 BROADCOM INC 3,113 4,173
237194105 DARDEN RESTAURANTS I 4,331 4,667
30303M102 FACEBOOK INC A 3,957 4,684
482480100 KLA CORPORATION 3,859 3,781
806857108 SCHLUMBERGER LTD COM 4,240 2,991

TY 2024 InvestmentsOtherSchedule2
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
524686524 CLEARBRIDGE INTERNAT      
101156602 BOSTON TRUST WALDEN AT COST 20,141 26,961
464287655 ISHARES RUSSELL 2000 AT COST 48,380 55,682
03463K406 ANGEL OAK MULTI STRA AT COST 71,324 59,471
464287226 ISHARES CORE U.S. AG AT COST 197,202 174,808
06828M876 BARON EMERGING MARKE AT COST 53,829 62,455
670678507 NUVEEN REAL ESTATE S AT COST 43,143 46,633
46434G103 ISHARES CORE MSCI EM AT COST 59,659 63,447
464287200 ISHARES CORE S P 500 AT COST 74,141 105,962
779556109 T ROWE PRICE MID CAP      
74440B884 PGIM TOTAL RETURN BO AT COST 222,497 198,898
04314H568 ARTISAN HIGH INCOME AT COST 83,020 83,942
464287499 ISHARES RUSSELL MID AT COST 36,947 45,438
55272P596 MFS MID CAP VALUE I AT COST 45,393 61,420
46432F842 ISHARES CORE MSCI EA AT COST 136,863 142,458
024524217 AMERICAN BEACON STEP AT COST 26,083 28,870
464287432 ISHARES 20 YEAR TREA AT COST 39,300 35,631
464287473 ISHARES RUSSELL MIDC AT COST 30,397 36,215
464288877 ISHARES MSCI EAFE VA AT COST 57,658 60,865
808524847 SCHWAB US REIT ETF AT COST 10,010 11,099
861728400 STONE RIDGE HY REINS AT COST 80,246 81,723
52470V822 WESTERN ASSET INCOME AT COST 66,079 65,948
52471E258 CLEARBRIDGE INTERNAT AT COST 56,353 62,066
779556406 ROWE T PRICE MID CAP AT COST 71,418 94,637
922042742 VANGUARD TOTAL WORLD AT COST 61,299 59,915

TY 2024 LegalFeesSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - INCOME (ALLOCABLE 1,808     1,808


TY 2024 OtherAssetsSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME   0 0
000000000 MISCELLANEOUS ENTRY 1,680 2,151 2,151


TY 2024 OtherDecreasesSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 3


TY 2024 OtherIncomeSchedule2
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 61 61  
FEDERAL TAX REFUND 5,160 0  


TY 2024 OtherIncreasesSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Description Amount
RECOVERY OF GRANTS PAID 3,259
ROUNDING 6


TY 2024 TaxesSchedule
Name:
JAMES M COX FOUNDATION
EIN:
47-0719195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,043 1,043   0
FOREIGN TAXES ON NONQUALIFIED 385 385   0