Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
DR ROBERT C AND VERONICA ATKINS
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)4242 WEST MAIN STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JUPITER, FL33458
A Employer identification number

26-0012965
B Telephone number (see instructions)

(561) 536-5818
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$17,481,563J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 385,203 384,652  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 109,779
b Gross sales price for all assets on line 6a 10,882,444
7 Capital gain net income (from Part IV, line 2)... 109,779
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)....... Click to see attachment 712 712  
12 Total. Add lines 1 through 11........ 495,694 495,143  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 30,000 0   30,000
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 36,245 18,123   18,122
c Other professional fees (attach schedule).... Click to see attachment 46,914 46,914   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,966 1,320   2,646
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 10,052 9,555   497
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 127,177 75,912   51,265
25 Contributions, gifts, grants paid....... 1,175,000 1,175,000
26 Total expenses and disbursements. Add lines 24 and 25 1,302,177 75,912   1,226,265
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -806,483
b Net investment income (if negative, enter -0-) 419,231
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 3,127,996 1,889,399 1,889,399
2 Savings and temporary cash investments......... 253,609 193,985 193,985
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,004,212 Click to see attachment8,511,059 10,993,553
c Investments—corporate bonds (attach schedule)....... 4,069,745 Click to see attachment4,046,904 4,395,416
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,485 Click to see attachment9,210 Click to see attachment9,210
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,457,047 14,650,557 17,481,563
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment93 Click to see attachment86
23 Total liabilities (add lines 17 through 22)......... 93 86
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 15,456,954 14,650,471
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 15,456,954 14,650,471
30 Total liabilities and net assets/fund balances (see instructions). 15,457,047 14,650,557
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
15,456,954
2
Enter amount from Part I, line 27a .....................
2
-806,483
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,650,471
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,650,471
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES - SHORT TERM P 2020-01-01 2020-12-31
b PUBLICLY TRADED SECURITIES - LONG TERM P 2019-01-19 2020-12-31
c PUBLICLY TRADED SECURITIES - SHORT TERM NON COVERED P 2020-01-01 2020-12-31
d PUBLICLY TRADED SECURITIES - LONG TERM P 2019-01-14 2020-01-15
e
(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 7,859,403   7,945,063 -85,660
b 2,772,875   2,580,512 192,363
c 166     166
d 250,000   247,090 2,910
e
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       -85,660
b       192,363
c       166
d       2,910
e
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 2 109,779
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 5,827
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% 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 5,827
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 5,827
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 18,907
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,907
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 13,080
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet13,080 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.ATKINSFOUNDATION.ORG
    14
    The books are in care ofbulletDENISE KALLAND SECRETARY Telephone no.bullet (561) 536-5818

    Located atbullet4242 WEST MAIN STREETJUPITERFL ZIP+4bullet33458
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    c
    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 2020?.............
    1c
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    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?
    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? .................
    Part VIII
    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
    VERONICA ATKINS DIRECTOR/CHAIRPERSON OF THE BOARD
    1.00     		0 0 0
    4242 WEST MAIN STREET
    JUPITER,FL33458
    DENISE KALLAND ESQ DIRECTOR/PRESIDENT
    1.00     		0 0 0
    4242 WEST MAIN STREET
    JUPITER,FL33458
    JOHN MARANGOS DIRECTOR/SECRETARY/TREASURER
    1.00     		0 0 0
    4242 WEST MAIN STREET
    JUPITER,FL33458
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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.............bullet0
    Part IX-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 IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    13,671,371
    b
    Average of monthly cash balances.......................
    1b
    2,396,809
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,068,180
    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
    16,068,180
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    241,023
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,827,157
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    791,358
    Part XI
    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 X, line 6....................
    1
    791,358
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,827
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,827
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    785,531
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    785,531
    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 XIII, line 1 ...
    7
    785,531
    Part XII
    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
    1,226,265
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    1,226,265
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,226,265
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 785,531
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 41,477
    b From 2016...... 267,025
    c From 2017......  
    d From 2018...... 195,313
    e From 2019...... 115,853
    fTotal of lines 3a through e........ 619,668
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,226,265
    a Applied to 2019, 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 2020 distributable amount..... 785,531
    e Remaining amount distributed out of corpus 440,734
    5 Excess distributions carryover applied to 2020. 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 1,060,402
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		41,477
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,018,925
    10 Analysis of line 9:
    a Excess from 2016.... 267,025
    b Excess from 2017....  
    c Excess from 2018.... 195,313
    d Excess from 2019.... 115,853
    e Excess from 2020.... 440,734
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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
    COLUMBIA UNIVERSITY
    622 WEST 113TH STREET MAIL CODE
    4524
    NEW YORK,NY10025     		NONE PC SUPPORT PROFESSORSHIP 100,000
    HNRCA AT TUFTS UNIVERSITY
    150 HARRISON AVENUE
    BOSTON,MA02111     		NONE PC ENDOW PROFESSORSHIP - METABOLISM & NUTRITION 100,000
    REGENTS OF THE UNIVERSITY OF MICHIGAN
    UNIVERSITY OF MICHIGAN 3003 SOUTH
    STATE STREET SUITE 8000
    ANN ARBOR,MI481091288     		NONE PC ENDOW PROFESSORSHIP EXPENDABLE FUND 100,000
    UNIVERSITY OF CALIFORNIA BERKELEY
    1995 UNIVERSITY AVENUE SUITE 400
    BERKELEY,CA947041058     		NONE PC ENDOW CHAIR - METABOLIC NUTRITION 100,000
    USC KECK SCHOOL OF MEDICINE UNIVERSITY OF SOUTHERN CALIFORNIA
    1975 ZONAL AVENUE
    LOS ANGELES,CA90089     		NONE PC SUPPORT OF THE CHILDHOOD OBESITY AND DIABETES RESEARCH CENTER 100,000
    WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY
    1300 YORK AVENUE BOX 314
    NEW YORK,NY10065     		NONE PC ENDOW CURRICULUM - METABOLIC DISEASES 100,000
    SOUTHWESTERN MEDICAL FOUNDATION
    3889 MAPLE AVENUE SUITE 100
    DALLAS,TX75219     		NONE PC SUPPORT IN OBESITY AND DIABETES RESEARCH CENTER 100,000
    COLUMBIA UNIVERSITY
    622 WEST 113TH STREET MAIL CODE
    4524
    NEW YORK,NY10025     		NONE PC SUPPORT RETINA IMAGING LABORATORY 100,000
    COLUMBIA UNIVERSITY
    622 WEST 113TH STREET MAIL CODE
    4524
    NEW YORK,NY10025     		NONE PC SUPPORT OPHTHALMOLOGY RESIDENT WELLNESS PROGRAM 75,000
    NEW YORK UNIVERSITY LANGONE HEALTH
    ONE PARK AVENUE 5TH FLOOR
    NEW YORK,NY10016     		NONE PC FINDING A CURE FOR EPILEPSY AND SEIZURES GALA 100,000
    UNIVERSITY OF PENNSYLVANIA PERELMAN SCHOOL OF MEDICINE
    421 CURIE BOULEVARD
    PHILADELPHIA,PA191044863     		NONE PC SUPPORT IN THE CENTER FOR MOLECULAR STUDIES DIGESTIVE AND LIVER DISEASES 100,000
    JUPITER MEDICAL CENTER
    1210 SOUTH OLD DIXIE HIGHWAY
    JUPITER,FL33458     		NONE PC SUPPORT OF THE MARGARET W. NIEDLAND BREAST CENTER FOR THE PURCHASE OF NEW ULTRASOUND EQUIPMENT 100,000
    Total .................................bullet 3a 1,175,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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....     14 385,203  
    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 ............     		    18 109,779  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aROYALTY INCOME (LOSS) FROM PARTNERSHIP     		    15 712  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 495,694 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    495,694
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    DR ROBERT C AND VERONICA ATKINS
     
    FOUNDATION
    EIN:
    26-0012965
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & TAX RETURN PREPARATION FEES 36,245 18,123   18,122

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    DR ROBERT C AND VERONICA ATKINS
     
    FOUNDATION
    EIN:
    26-0012965
    Name of Bond End of Year Book Value End of Year Fair Market Value
    U.S. TREASURY NOTE 0.125000% 10/15/2023 AO ON THE RUN 129,746 129,943
    U.S. TREASURY NOTE 0.375000% 03/31/2022 MS ON THE RUN 110,126 110,452
    U.S. TREASURY NOTE 2.250000% 12/31/2023 JD OFF THE RUN 50,177 53,121
    ADVANCE AUTO PARTS, INC. 1.75% 10/01/2027 USD SR LIEN 54,820 56,104
    ALPHABET INC. 1.998% 08/15/2026 USD SR LIEN 140,362 161,965
    AMERICAN ELECTRIC POWER 1.0% 11/01/2025 USD SER N SR LIEN 19,954 20,261
    AMERICAN HONDA FINANCE MTN 3.15% 01/08/2021 SR LIEN 99,941 101,546
    ANALOG DEVICES, INC. CMN 20,082 26,591
    APPLE INC. 2.85% 05/11/2024 USD SR LIEN 49,044 54,109
    BANK OF AMERICA CORPORATION HYBRID MTN 05/17/2022 USD SR LIEN CPN 05/17/18 3 50,000 50,806
    BROADCOM CORPORATION 3.0% 01/15/2022 SER WI SR LIEN M-W+20.00BP 45,397 46,658
    CHARLES SCHWAB CORPORATION (TH 0.9% 03/11/2026 USD SR LIEN 59,927 60,798
    CITIGROUP INC. 4.6% 03/09/2026 USD SUB LIEN 80,904 88,965
    DOMINION ENERGY INC STEP 08/15/2021 JRSUB LIEN 2.715% 06/27/19-08/15/21 66,128 66,469
    ENERGY TRANSFER OPERATNG 2.9% 05/15/2025 USD SR LIEN 34,973 37,158
    FEDERAL HOME LOAN BANK SYSTEM 2.875% 09/13/2024 SR LIEN 101,837 110,531
    FEDERAL HOME LOAN BANK SYSTEM 3.375% 12/08/2023 SER 1X-2023 SR LIEN 229,004 246,302
    FHLB 2.75% 12/13/2024 SR LIEN 175,705 191,909
    GLAXOSMITHKLINE CAPITAL PLC 3.375% 05/15/2023 USD SER 5Y SR LIEN 41,278 43,027
    GS INFLATION PROTECTED SECURITIES FUND CLASS P 570,171 648,853
    JOHNSON & JOHNSON 0.95% 09/01/2027 USD SR LIEN 49,966 50,414
    JPMORGAN CHASE & CO CMN 108,335 153,501
    ONTARIO (PROVINCE OF) 3.4% 10/17/2023 USD SR LIEN 74,884 81,898
    PAYPAL HOLDINGS, INC. 2.2% 09/26/2022 USD SR LIEN 49,936 51,951
    ROPER TECHNOLOGIES INC 1.4% 09/15/2027 USD SR LIEN 74,895 76,302
    ROYAL BANK OF CANADA MTN 3.7% 10/05/2023 USD SR LIEN 125,849 137,395
    STATE STREET CORPORATION HYBRID 05/15/2023 USD SR LIEN CPN 05/15/17-05/14/22 50,000 51,732
    THE HOME DEPOT, INC. 2.625% 06/01/2022 USD SR LIEN 49,299 51,670
    THE TJX COMPANIES, INC. 2.75% 06/15/2021 SR LIEN 75,057 75,611
    U.S. BANCORP 3.375% 02/05/2024 USD SR LIEN 99,973 110,232
    U.S. TREASURY NOTE 1.625000% 02/15/2026 FA OFF THE RUN 70,203 80,230
    U.S. TREASURY NOTE 1.750000% 12/31/2026 JD ON THE RUN 140,333 150,451
    U.S. TREASURY NOTE 1.875000% 08/31/2022 FA OFF THE RUN 75,450 77,644
    U.S. TREASURY NOTE 2.000000% 08/15/2025 FA OFF THE RUN 97,714 108,467
    U.S. TREASURY NOTE 2.000000% 11/15/2026 MN OFF THE RUN 125,150 136,365
    U.S. TREASURY NOTE 2.125000% 05/15/2025 MN OFF THE RUN 74,098 81,148
    U.S. TREASURY NOTE 2.250000% 11/15/2027 MN OFF THE RUN 139,181 150,285
    U.S. TREASURY NOTE 2.500000% 05/15/2024 MN OFF THE RUN 75,432 81,055
    U.S. TREASURY NOTE 2.750000% 02/15/2028 FA OFF THE RUN 39,501 40,501
    U.S. TREASURY NOTE 2.875000% 08/15/2028 FA OFF THE RUN 98,769 99,660
    'U.S. TREASURYNOTE 2.375000%01/31/2023JJ OFF THE RUN 74,425 79,239
    VISA INC. 3.15% 12/14/2025 USD SR LIEN 48,859 56,167
    WELLS FARGO & COMPANY 3.069% 01/24/2023 USD SR LIEN 50,079 52,096
    ZIMMER BIOMET HOLDINGS 3.05% 01/15/2026 USD SR LIEN 49,940 55,834

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    DR ROBERT C AND VERONICA ATKINS
     
    FOUNDATION
    EIN:
    26-0012965
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY CMN 43,461 54,185
    A.O. SMITH CORP (DEL) CMN 1,863 1,919
    ABBOTT LABORATORIES CMN 68,325 79,271
    ABBVIE INC CMN 107,131 138,438
    ACCENTURE PLC CMN CLASS A 47,857 54,853
    ACTIVISION BLIZZARD, INC CMN 4,869 5,571
    ADOBE INC CMN 33,922 55,013
    ADVANCED MICRO DEVICES, INC. CMN 15,833 35,308
    AIR PRODUCTS & CHEMICALS INC CMN 33,313 41,184
    ALBEMARLE CORP CMN 4,021 6,656
    ALEXANDRIA REAL ESTATE EQUITIES, INC. 8,804 9,862
    ALIGN TECHNOLOGY, INC CMN 8,787 16,031
    ALLIANT ENERGY CORPORATION CMN 9,065 8,760
    ALPHABET INC. CMN CLASS A 101,641 185,780
    ALPHABET INC. CMN CLASS C 44,177 84,090
    ALTERYX, INC. CMN CLASS A 5,350 5,481
    ALTRIA GROUP, INC. CMN 32,349 33,907
    AMAZON.COM INC CMN 141,573 426,658
    AMCOR PLC CMN 15,704 16,772
    AMERICAN EXPRESS CO. CMN 31,282 39,900
    AMERICAN HOMES 4 RENT LLC CMN 4,454 4,658
    AMERICAN INTL GROUP, INC. CMN 6,526 6,247
    AMERICAN TOWER CORPORATION CMN 20,742 29,337
    AMGEN INC. CMN 25,156 26,441
    ANHEUSER-BUSCH INBEV WOR 4.15% 01/23/2025 USD SR LIEN 75,658 86,768
    ANTHEM, INC. CMN 17,724 20,871
    APACHE CORP. CMN 1,079 1,632
    APPLE INC. CMN 168,288 623,643
    APPLIED MATERIALS INC CMN 3,623 6,472
    ARES MANAGEMENT CORPORATION CMN CLASS A 28,405 31,288
    AT&T INC. CMN 168,429 151,622
    ATLASSIAN CORPORATION PLC CMN CLASS A 1,692 2,338
    AUTODESK, INC. CMN 3,272 4,578
    AUTOMATIC DATA PROCESSING INC CMN 20,806 23,913
    BAKER HUGHES CO CMN 1,772 1,877
    BANK OF AMERICA CORP CMN 24,491 25,612
    BERKSHIRE HATHAWAY INC. CLASS B 33,124 41,737
    BEST BUY CO INC CMN 14,984 16,054
    BLACKROCK, INC. CMN 27,603 34,634
    BOEING COMPANY CMN 36,577 25,687
    BORGWARNER INC. CMN 2,130 2,125
    BRISTOL-MYERS SQUIBB COMPANY CMN 73,452 76,587
    BROADCOM INC. CMN 82,216 107,273
    C.H. ROBINSON WORLDWIDE, INC. CMN 10,138 10,382
    CAMPBELL SOUP CO CMN 2,420 2,418
    CARDINAL HEALTH, INC. CMN 21,993 22,429
    CARNIVAL CORPORATION CMN 2,559 3,357
    CARRIER GLOBAL CORPORATION CMN 3,693 5,108
    CARVANA CO. CMN CLASS A 3,085 3,593
    CATERPILLAR INC (DELAWARE) CMN 50,024 61,887
    CELANESE CORPORATION COMMON STOCK 9,152 9,096
    CHARLES RIV LABS INTL INC CMN 998 1,249
    CHEVRON CORPORATION CMN 65,712 47,461
    CHIPOTLE MEXICAN GRILL, INC. CMN 6,422 15,254
    CINCINNATI FINANCIAL CRP CMN 397 440
    CINTAS CORPORATION CMN 11,683 12,371
    CISCO SYSTEMS, INC. CMN 96,916 100,688
    CITIGROUP INC. CMN 5,311 7,091
    CITIZENS FINANCIAL GROUP, INC. CMN 28,443 36,654
    CLOROX CO (THE) (DELAWARE) CMN 15,723 15,144
    CLOUDFLARE, INC. CMN CLASS A 1,874 3,040
    CME GROUP INC. CMN CLASS A 8,251 9,228
    COCA-COLA COMPANY (THE) CMN 37,308 43,872
    COMCAST CORPORATION CMN CLASS A VOTING 51,918 71,369
    COMERICA INCORPORATED CMN 5,958 6,502
    CONAGRA BRANDS INC CMN 10,132 10,334
    CONCHO RESOURCES INC. CMN 3,237 3,501
    CONOCOPHILLIPS CMN 8,211 12,797
    CORNING INCORPORATED CMN 6,018 9,180
    CORTEVA, INC. CMN 5,212 6,970
    COUPA SOFTWARE INCORPORATED CMN 7,334 8,473
    CREDICORP LTD. CMN 5,070 6,561
    CROWN CASTLE INTL CORP CMN 14,232 19,899
    CSX CORPORATION CMN 5,460 6,806
    CUMMINS INC COMMON STOCK 9,431 10,220
    CVS HEALTH CORP CMN 47,125 49,244
    CVS HEALTH CORPORATION 3.5% 07/20/2022 USD SR LIEN 99,683 105,952
    CYRUSONE INC CMN 2,633 2,578
    D.R. HORTON, INC. CMN 6,406 6,547
    DANAHER CORPORATION CMN 20,940 26,678
    DARDEN RESTAURANTS, INC. CMN 7,767 10,125
    DATADOG, INC. CMN CLASS A 1,366 1,477
    DEERE & COMPANY CMN 12,773 16,189
    DEVON ENERGY CORPORATION (NEW) CMN 1,700 1,818
    DEXCOM, INC. CMN 13,486 14,789
    DFA US SMALL CAP PORTFOLIO INSTITUTIONAL 579,942 646,258
    DIAMONDBACK ENERGY INC CMN 1,991 2,178
    DIGITAL REALTY TRUST, INC. CMN 13,900 13,360
    DISCOVER FINANCIAL SERVICES CMN 4,575 7,695
    DOCUSIGN, INC. CMN 6,243 8,892
    DOMINION ENERGY INC CMN 44,914 41,736
    DTE ENERGY COMPANY CMN 38,686 37,361
    DUKE ENERGY CORPORATION CMN 6,606 6,867
    DUPONT DE NEMOURS INC CMN 11,959 15,289
    EATON CORP PLC CMN 17,942 22,226
    EATON VANCE CORP (NON-VTG) CMN 71,408 90,007
    EBAY INC. CMN 2,893 2,764
    ECOLAB INC. CMN 9,875 10,842
    EDISON INTERNATIONAL CMN 3,695 3,809
    EDWARDS LIFESCIENCES CORPORATI CMN 401 456
    ELI LILLY & CO CMN 31,136 39,508
    EMERSON ELECTRIC CO. CMN 12,980 19,289
    ENPHASE ENERGY, INC. CMN 714 1,755
    EOG RESOURCES INC CMN 6,411 8,727
    EQUINIX, INC. REIT 18,943 26,425
    ERIE INDEMNITY COMPANY CL-A CMN CLASS A 2,102 2,456
    ETSY, INC. CMN 7,717 11,564
    EVERBRIDGE, INC. CMN 1,306 1,491
    EXXON MOBIL CORPORATION CMN 72,777 47,196
    FACEBOOK, INC. CMN CLASS A 84,790 200,773
    FASTENAL COMPANY CMN 34,127 39,552
    FEDEX CORPORATION CMN 20,069 20,770
    FIDELITY NATIONAL FINANCIAL, I CMN 19,541 21,695
    FIDELITY NATL INFO SVCS INC CMN 26,874 26,877
    FIFTH THIRD BANCORP CMN 3,899 4,176
    FIRST AMERICAN FIN CORP CMN 6,018 6,454
    FIRST HORIZON CORP CMN 13,096 13,168
    FLOWERS FOODS, INC. CMN 1,255 1,245
    FMC CORPORATION CMN 4,976 5,193
    FRANKLIN RESOURCES INC CMN 34,927 39,548
    FREEPORT-MCMORAN INC CMN 333 651
    GAP INC CMN 314 302
    GARMIN LTD. CMN 27,843 32,906
    GENERAL DYNAMICS CORP. CMN 36,987 38,693
    GENERAL MILLS INC CMN 77,100 74,382
    GENTEX CORP CMN 10,520 13,742
    GENUINE PARTS CO. CMN 15,549 16,195
    GILEAD SCIENCES CMN 82,373 72,534
    GLOBAL PAYMENTS INC. CMN 5,858 7,540
    H & R BLOCK INC. CMN 3,693 3,224
    HALLIBURTON COMPANY CMN 4,296 5,009
    HARTFORD FINANCIAL SRVCS GROUP CMN 0 114
    HEALTHPEAK PROPERTIES INC CMN 6,844 7,255
    HESS CORPORATION CMN 3,912 4,223
    HEWLETT PACKARD ENTERPRISE CO CMN 13,648 14,424
    HILTON WORLDWIDE HOLDINGS INC. CMN 6,055 9,457
    HONEYWELL INTL INC CMN 27,895 40,413
    HORMEL FOODS CORPORATION CMN 1,938 1,864
    HP INC. CMN 18,702 22,058
    HUBSPOT INC. CMN 4,653 7,929
    HUMANA INC. CMN 11,043 12,327
    HUNTINGTON BANCSHARES INCORPOR CMN 20,831 20,895
    IHS MARKIT LTD CMN 8,088 8,534
    ILLINOIS TOOL WORKS CMN 55,978 57,406
    INSULET CORPORATION CMN 2,076 2,556
    INTEL CORPORATION CMN 48,473 45,834
    INTERNATIONAL PAPER CO. CMN 19,196 26,600
    INTERPUBLIC GROUP COS CMN 25,266 32,693
    INTL BUSINESS MACHINES CORP CMN 104,547 98,816
    INTL.FLAVORS & FRAGRANCE CMN 28,166 26,854
    INTUIT INC CMN 16,740 24,690
    INTUITIVE SURGICAL, INC. CMN 17,932 23,725
    ISHARES MSCI EAFE ETF 801,251 882,816
    JOHNSON & JOHNSON CMN 92,730 112,841
    JOHNSON CONTROLS INTERNATIONAL CMN 19,179 22,691
    JPMORGAN CHASE & CO. HYBRID 01/29/2027 USD SR LIEN CPN 01/29/19 3.96% 80,812 87,435
    KEURIG DR PEPPER INC CMN 5,353 6,240
    KIMBERLY-CLARK CORPORATION CMN 30,609 29,898
    KINDER MORGAN INC CMN CLASS P 8,777 5,673
    KLA CORP CMN 6,809 9,062
    LAM RESEARCH CORPORATION CMN 25,247 35,518
    LINDE PLC CMN 38,448 50,067
    LOCKHEED MARTIN CORPORATION CMN 38,898 35,498
    LOWES COMPANIES INC CMN 47,766 57,784
    MARATHON OIL CORPORATION CMN 974 1,067
    MARATHON PETROLEUM CORPORATION CMN 11,092 8,065
    MARRIOTT INTERNATIONAL, INC CMN CLASS A 8,317 10,554
    MARSH & MCLENNAN CO INC CMN 10,322 10,530
    MARVELL TECHNOLOGY GROUP LTD. CMN 2,530 2,618
    MASTERCARD INCORPORATED CMN CLASS A 60,781 85,666
    MC DONALDS CORP CMN 1,963 2,146
    MEDTRONIC PUBLIC LIMITED COMPA CMN 88,505 102,878
    MERCADOLIBRE, INC. CMN 573 1,675
    MERCK & CO., INC. CMN 99,995 102,815
    MERCURY GENERAL CORPORATION CMN 49,522 57,953
    METLIFE, INC. CMN 23,757 23,475
    MGM RESORTS INTERNATIONAL CMN 2,340 4,569
    MICRON TECHNOLOGY, INC. CMN 1,671 2,631
    MICROSOFT CORPORATION CMN 189,943 497,109
    MONDELEZ INTERNATIONAL, INC. CMN 5,522 5,585
    MSC INDUSTRIAL DIRECT CO INC CL-A CLASS A 7,113 9,283
    NATIONAL INSTRUMENTS CORP CMN 746 879
    NETAPP, INC. CMN 18,773 28,152
    NETFLIX, INC. CMN 31,063 56,777
    NEWMONT CORP CMN 6,135 14,374
    NEXTERA ENERGY, INC. CMN 696 772
    NIKE CLASS-B CMN CLASS B 46,680 72,150
    NISOURCE INC. CMN 3,317 3,441
    NORFOLK SOUTHERN CORP CMN 11,247 15,445
    NORTONLIFELOCK IN CMN 8,206 8,624
    NORWEGIAN CRUISE LINE HLDG LTD CMN 2,776 4,196
    NUCOR CORPORATION CMN 7,469 7,235
    NVENT ELECTRIC PUBLIC LIMITED COMPANY 4,738 4,774
    NVIDIA CORPORATION CMN 35,537 99,218
    OCCIDENTAL PETROLEUM CORP CMN 3,571 4,330
    OGE ENERGY CORP (HOLDING CO) CMN 42,496 43,330
    OKTA, INC. CMN CLASS A 883 1,271
    OLD REPUBLIC INTL CORP CMN 29,728 32,916
    OMNICOM GROUP CMN 38,483 39,703
    ONEOK INC CMN 21,019 10,938
    OTIS WORLDWIDE CORPORATION CMN 1,889 2,027
    OUTFRONT MEDIA INC CMN 1,001 1,174
    PACKAGING CORP OF AMERICA COMMON STOCK 3,287 3,473
    PARKER-HANNIFIN CORP. CMN 1,934 2,724
    PAYCHEX, INC. CMN 46,859 57,306
    PAYPAL HOLDINGS, INC. CMN 34,282 64,405
    PEPSICO, INC. CMN 111,119 118,711
    PFIZER INC. CMN 69,411 72,080
    PHILIP MORRIS INTL INC CMN 34,633 37,796
    PHILLIPS 66 CMN 3,071 2,448
    PINNACLE WEST CAPITAL CORP CMN 29,944 30,781
    PINTEREST INC CMN CLASS A 495 1,318
    PIONEER NATURAL RESOURCES CO CMN 4,681 5,722
    PLANET FITNESS, INC. CMN CLASS A 2,536 3,105
    PNC FINANCIAL SERVICES GROUP, CMN 26,808 36,505
    PPL CORPORATION CMN 65,359 66,244
    PROCTER & GAMBLE COMPANY (THE) CMN 117,963 130,792
    PROLOGIS INC CMN 18,205 27,407
    PRUDENTIAL FINANCIAL INC CMN 41,515 49,965
    PUBLIC-SVC ENTERPRISE GROUP HOLDING CO 12,100 12,243
    QUALCOMM INC CMN 26,820 51,796
    QUEST DIAGNOSTICS INCORPORATED CMN 10,318 10,725
    QURATE RETAIL INC CMN SERIES A 2,778 2,907
    RAYTHEON TECHNOLOGIES CORPORAT CMN 18,004 26,530
    REALTY INCOME CORPORATION CMN 3,412 3,432
    REGIONS FINANCIAL CORPORATION CMN 801 814
    REPLIGEN CORP CMN 2,610 2,874
    RESMED INC. CMN 2,588 3,188
    ROBERT HALF INTERNATIONAL INC. CMN 1,557 1,874
    ROYAL CARIBBEAN GROUP ISIN: LR0008862868 4,193 5,975
    RPM INTERNATIONAL INC CMN 2,899 3,177
    RYDER SYSTEM INC CMN 2,324 3,397
    SALESFORCE.COM, INC CMN 42,573 63,421
    SANOFI-AVENTIS 4.0% 03/29/2021 SR LIEN 75,247 76,426
    SBA COMMUNICATIONS CORPORATION CMN 16,942 21,160
    SCHLUMBERGER LTD CMN 4,855 4,500
    SEAGATE TECHNOLOGY PLC CMN 26,428 29,765
    SEMPRA ENERGY CMN 14,931 14,772
    SERVICENOW INC CMN 22,991 44,034
    SIMON PROPERTY GROUP INC CMN 7,127 8,658
    SKYWORKS SOLUTIONS, INC. CMN 2,189 2,293
    SLACK TECHNOLOGIES, INC. CMN CLASS A 135 211
    SNAP INC. CMN CLASS A 587 1,752
    SNAP-ON INC CMN 1,473 1,711
    SOUTHERN COPPER CORPORATION CMN 18,241 26,374
    SQUARE, INC. CMN CLASS A 2,795 6,529
    STANLEY BLACK & DECKER, INC. CMN 4,212 5,357
    STARBUCKS CORP. CMN 28,191 34,234
    STEEL DYNAMICS, INC. CMN 1,863 1,856
    STORE CAPITAL CORPORATION CMN 2,735 2,919
    STRYKER CORPORATION CMN 29,487 36,851
    SUN COMMUNITIES, INC CMN 9,662 9,928
    SUNRUN INC. CMN 1,836 2,081
    SYSCO CORPORATION CMN 12,171 13,738
    T. ROWE PRICE GROUP, INC. CMN 25,207 28,764
    TANDEM DIABETES CARE, INC. CMN 1,544 1,435
    TARGET CORPORATION CMN 17,110 26,480
    TE CONNECTIVITY LTD CMN 11,160 23,003
    TESLA, INC. CMN 151,656 157,364
    TEXAS INSTRUMENTS INC. CMN 93,895 110,788
    THE BANK OF NY MELLON CORP CMN 1,199 1,485
    THE HOME DEPOT, INC. CMN 89,343 99,076
    THE KRAFT HEINZ CO CMN 18,117 20,449
    THE WILLIAMS COMPANIES, INC. CMN 7,448 7,318
    THERMO FISHER SCIENTIFIC INC CMN 31,219 51,260
    TJX COMPANIES INC (NEW) CMN 3,910 4,780
    TRADE DESK, INC. (THE) CMN 2,844 8,010
    TRANE TECHNOLOGIES PUBLIC LIMI CMN 5,803 6,532
    TRANSDIGM GROUP INCORPORATED CMN 42,385 46,414
    TRINITY INDUSTRIES INC (DEL) CMN 1,360 1,583
    TRUIST FINANCIAL CORPORATION CMN 378 479
    TWILIO INC. CMN CLASS A 3,589 8,463
    TWITTER, INC. CMN 223 271
    U.S. BANCORP CMN 42,504 44,895
    UBER TECHNOLOGIES, INC. CMN 3,081 3,060
    UNION PACIFIC CORP. CMN 52,296 62,466
    UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK 28,499 42,942
    UNITEDHEALTH GROUP INCORPORATE CMN 99,500 129,752
    VALERO ENERGY CORPORATION CMN 5,277 4,243
    VENTAS, INC. CMN 6,814 7,424
    VERIZON COMMUNICATIONS, INC. CMN 101,446 101,931
    VIACOMCBS INC CMN CLASS B 6,815 11,438
    VICI PROPERTIES INC CMN 5,335 5,424
    VIRTU FINANCIAL, INC. CMN CLASS A 6,757 6,796
    VISA INC. CMN CLASS A 58,933 76,556
    W.W. GRAINGER INC CMN 3,405 4,083
    WALGREENS BOOTS ALLIANCE, INC. CMN 12,098 11,765
    WALMART INC CMN 36,863 42,684
    WALT DISNEY COMPANY (THE) CMN 24,311 40,766
    WASTE MANAGEMENT INC CMN 2,935 2,948
    WATSCO INC. CMN 33,901 33,983
    WAYFAIR INC. CMN 5,386 4,516
    WELLTOWER INC. CMN 10,821 11,309
    WESTERN UNION COMPANY (THE) CMN 32,307 33,568
    WHIRLPOOL CORP. CMN 1,861 1,805
    WILLIAMS-SONOMA, INC. CMN 9,904 9,166
    WYNN RESORTS, LIMITED CMN 3,428 4,512
    XCEL ENERGY INC. CMN 30,669 30,195
    XILINX INCORPORATED CMN 1,048 1,418
    ZENDESK, INC. CMN 1,673 2,147
    ZILLOW GROUP INC. CMN CLASS A 2,240 4,078
    ZILLOW GROUP, INC. CMN SERIES C 3,560 7,788
    ZIMMER BIOMET HOLDINGS INC 2,044 3,858
    ZOOM VIDEO COMMUNICATIONS INC CMN CLASS A 2,066 1,687
    ZSCALER, INC. CMN 3,202 4,993

    TY 2020 OtherAssetsSchedule
    Name:
    DR ROBERT C AND VERONICA ATKINS
     
    FOUNDATION
    EIN:
    26-0012965
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DR. ATKINS ROYALTY HOLDINGS 1,485 2,210 2,210
    TAX DEPOSITS 0 7,000 7,000


    TY 2020 OtherExpensesSchedule
    Name:
    DR ROBERT C AND VERONICA ATKINS
     
    FOUNDATION
    EIN:
    26-0012965
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BUSINESS REGISTRATION FEES 390 0   390
    MISCELLANEOUS EXPENSES 9,555 9,555   0
    OUTSIDE CONTRACT SERVICES 107 0   107


    TY 2020 OtherIncomeSchedule2
    Name:
    DR ROBERT C AND VERONICA ATKINS
     
    FOUNDATION
    EIN:
    26-0012965
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME (LOSS) FROM PARTNERSHIP 712 712 712


    TY 2020 OtherLiabilitiesSchedule
    Name:
    DR ROBERT C AND VERONICA ATKINS
     
    FOUNDATION
    EIN:
    26-0012965
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL LIABILITIES 93 86


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    DR ROBERT C AND VERONICA ATKINS
     
    FOUNDATION
    EIN:
    26-0012965
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 46,914 46,914   0


    TY 2020 TaxesSchedule
    Name:
    DR ROBERT C AND VERONICA ATKINS
     
    FOUNDATION
    EIN:
    26-0012965
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,320 1,320   0
    PAYROLL TAXES 2,646 0   2,646