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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$19,290,917J 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... 412,626 412,343  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,636,714
b Gross sales price for all assets on line 6a 11,343,051
7 Capital gain net income (from Part IV, line 2)... 1,636,714
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 694 694  
12 Total. Add lines 1 through 11........ 2,050,034 2,049,751  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 261 0   261
b Accounting fees (attach schedule)....... Click to see attachment 23,447 11,724   11,723
c Other professional fees (attach schedule).... Click to see attachment 57,713 57,713   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,354 1,354   0
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 14,364 13,894   470
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 97,139 84,685   12,454
25 Contributions, gifts, grants paid....... 1,000,000 1,000,000
26 Total expenses and disbursements. Add lines 24 and 25 1,097,139 84,685   1,012,454
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 952,895
b Net investment income (if negative, enter -0-) 1,965,066
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 1,889,399 865,792 865,792
2 Savings and temporary cash investments......... 193,985 85,634 85,634
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)....... 8,511,059 Click to see attachment10,160,032 13,632,350
c Investments—corporate bonds (attach schedule)....... 4,046,904 Click to see attachment4,482,003 4,691,156
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 attachment9,210 Click to see attachment15,985 Click to see attachment15,985
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,650,557 15,609,446 19,290,917
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 attachment86 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 86 0
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........... 14,650,471 15,609,446
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)..... 14,650,471 15,609,446
30 Total liabilities and net assets/fund balances (see instructions). 14,650,557 15,609,446
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
14,650,471
2
Enter amount from Part I, line 27a .....................
2
952,895
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6,080
4
Add lines 1, 2, and 3 ..........................
4
15,609,446
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
15,609,446
Form 990-PF (2021)
Form 990-PF (2021)
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 2021-01-01 2021-12-31
b PUBLICLY TRADED SECURITIES - LONG TERM P 2019-01-01 2021-12-31
c PUBLICLY TRADED SECURITIES - SHORT TERM NON COVERED P 2021-01-01 2021-12-31
d PUBLICLY TRADED SECURITIES - LONG TERM P 2015-08-19 2021-03-29
e LITIGATION SETTLEMENT P 2020-01-01 2021-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 7,710,189   7,019,394 690,795
b 3,512,947   2,611,943 901,004
c 82     82
d 75,000   75,000 0
e 242     242
44,591     44,591
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       690,795
b       901,004
c       82
d       0
e       242
      44,591
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,636,714
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
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 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 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 27,314
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 27,314
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 13,080
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 23,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 36,080
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 8,766
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet8,766 RefundedBullet 11 0
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. 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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL, PA
    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 2021 or the taxable year beginning in 2021? 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
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 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)
     
    No
    (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
     
     
    c
    ........bullet
    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 2021? .............
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    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
    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 (2021)
    Form 990-PF (2021)
    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.............bullet0
    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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    16,906,805
    b
    Average of monthly cash balances.......................
    1b
    1,312,034
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,218,839
    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
    18,218,839
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    273,283
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    17,945,556
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    897,278
    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
    897,278
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    27,314
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    27,314
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    869,964
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    869,964
    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
    869,964
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 869,964
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 267,025
    b From 2017......  
    c From 2018...... 195,313
    d From 2019...... 115,853
    e From 2020...... 440,734
    f Total of lines 3a through e ........ 1,018,925
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,012,454
    a Applied to 2020, 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 2021 distributable amount..... 869,964
    e Remaining amount distributed out of corpus 142,490
    5 Excess distributions carryover applied to 2021. 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 1,161,415
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		267,025
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		894,390
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 195,313
    c Excess from 2019.... 115,853
    d Excess from 2020.... 440,734
    e Excess from 2021.... 142,490
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    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 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 (2021)
    Form 990-PF (2021)
    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
    COLUMBIA UNIVERSITY
    622 WEST 113TH STREET MAIL CODE
    4524
    NEW YORK,NY10025     		NONE PC SUPPORT PROFESSORSHIP 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
    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
    SOUTHWESTERN MEDICAL FOUNDATION
    3889 MAPLE AVENUE SUITE 100
    DALLAS,TX75219     		NONE PC ENDOW CHAIR - OBESITY AND DIABETES RESEARCH. 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 ENDOW CHAIR - CHILDHOOD OBESITY AND DIABETES 100,000
    WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY
    1300 YORK AVENUE BOX 314
    NEW YORK,NY10065     		NONE PC ENDOW CURRICULUM - METABOLIC DISEASES 100,000
    CHILDREN'S HOSPITAL LOS ANGELES
    4650 SUNSET BLVD 29
    LOS ANGELES,CA90027     		NONE PC SUPPORT OF OBESITY AND DIABETES PROGRAM 100,000
    NORTHWELL HEALTH FOUNDATION
    2000 MARCUS AVENUE
    NEW HYDE PARK,NY11042     		NONE PC SUPPORT OF THE FLORINA RUSI MARKE COMPREHENSIVE BREAST CENTER. 25,000
    Total .................................bullet 3a 1,000,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 ....          
    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 1,636,714  
    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     		    15 694  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 2,050,034 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,050,034
    (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 (2021)
    Form 990-PF (2021)
    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.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 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 23,447 11,724   11,723

    TY 2021 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 129,746 128,750
    U.S. TREASURY NOTE 0.375000% 03/31/2022 MS ON THE RUN 110,025 110,179
    U.S. TREASURY NOTE 2.250000% 12/31/2023 JD OFF THE RUN 50,119 51,506
    ADVANCE AUTO PARTS, INC. 1.75% 10/01/2027 USD SR LIEN 54,820 53,651
    ALPHABET INC. 1.998% 08/15/2026 USD SR LIEN 141,951 155,787
    AMERICAN ELECTRIC POWER 1.0% 11/01/2025 USD SER N SR LIEN 19,954 19,599
    ANALOG DEVICES, INC. CMN 39,470 41,306
    APPLE INC. 2.85% 05/11/2024 USD SR LIEN 49,317 52,283
    CHARLES SCHWAB CORPORATION (TH 0.9% 03/11/2026 USD SR LIEN 59,927 58,709
    CITIGROUP INC. 4.6% 03/09/2026 USD SUB LIEN 79,834 83,822
    ENERGY TRANSFER OPERATNG 2.9% 05/15/2025 USD SR LIEN 34,973 36,258
    FEDERAL HOME LOAN BANK SYSTEM 2.875% 09/13/2024 SR LIEN 101,356 105,968
    FEDERAL HOME LOAN BANK SYSTEM 3.375% 12/08/2023 SER 1X-2023 SR LIEN 227,676 236,899
    FHLB 2.75% 12/13/2024 SR LIEN 175,533 184,290
    GLAXOSMITHKLINE CAPITAL PLC 3.375% 05/15/2023 USD SER 5Y SR LIEN 40,746 41,597
    GS INFLATION PROTECTED SECURITIES FUND CLASS P 575,567 654,795
    JOHNSON & JOHNSON 0.95% 09/01/2027 USD SR LIEN 49,966 49,094
    JPMORGAN CHASE & CO CMN 159,569 193,662
    ONTARIO (PROVINCE OF) 3.4% 10/17/2023 USD SR LIEN 74,884 78,936
    PAYPAL HOLDINGS, INC. 2.2% 09/26/2022 USD SR LIEN 49,937 50,996
    ROPER TECHNOLOGIES INC 1.4% 09/15/2027 USD SR LIEN 74,895 73,136
    ROYAL BANK OF CANADA MTN 3.7% 10/05/2023 USD SR LIEN 125,550 132,212
    STATE STREET CORPORATION HYBRID 05/15/2023 USD SR LIEN CPN 05/15/17-05/14/22 50,000 50,533
    U.S. BANCORP 3.375% 02/05/2024 USD SR LIEN 99,973 106,212
    U.S. TREASURY NOTE 1.625000% 02/15/2026 FA OFF THE RUN 71,083 76,785
    U.S. TREASURY NOTE 1.750000% 12/31/2026 JD ON THE RUN 140,280 143,380
    U.S. TREASURY NOTE 1.875000% 08/31/2022 FA OFF THE RUN 75,181 76,255
    U.S. TREASURY NOTE 2.000000% 08/15/2025 FA OFF THE RUN 98,186 103,928
    U.S. TREASURY NOTE 2.000000% 11/15/2026 MN OFF THE RUN 125,126 129,700
    U.S. TREASURY NOTE 2.125000% 05/15/2025 MN OFF THE RUN 74,098 77,861
    U.S. TREASURY NOTE 2.250000% 11/15/2027 MN OFF THE RUN 138,603 142,227
    U.S. TREASURY NOTE 2.500000% 05/15/2024 MN OFF THE RUN 75,307 78,163
    U.S. TREASURY NOTE 2.875000% 08/15/2028 FA OFF THE RUN 97,004 93,830
    'U.S. TREASURYNOTE 2.375000%01/31/2023JJ OFF THE RUN 74,697 77,294
    VISA INC. 3.15% 12/14/2025 USD SR LIEN 49,073 53,390
    ZIMMER BIOMET HOLDINGS 3.05% 01/15/2026 USD SR LIEN 49,941 52,960
    WELLS FARGO & COMPANY HYBRID MTN 02/11/2026 USD SR LIEN CPN 02/11/20 2.164% 72,469 71,741
    BANK OF AMERICA CORPORATION HYBRID MTN 10/24/2026 USD SR LIEN CPN 10/21/20 1 69,497 68,792
    U.S. TREASURY NOTE 0.500000% 04/30/2027 AO ON THE RUN 66,608 66,292
    U.S. TREASURY NOTE 0.750000% 03/31/2026 MS OFF THE RUN 64,789 63,922
    TRANSCANADA PIPELINES LIMITED 4.25% 05/15/2028 USD SER 10YR SR LIEN 51,467 51,584
    THE HOME DEPOT, INC. 2.625% 06/01/2022 SR LIEN 49,299 50,493
    REYNOLDS AMERICAN INC 4.45% 06/12/2025 USD SR LIEN 43,801 43,283
    U.S. TREASURY NOTE 2.750000% 02/15/2028 FA OFF THE RUN 38,886 38,221
    VERIZON COMMUNICATIONS, INC. 3.0% 03/22/2027 USD SR LIEN 37,475 37,273
    CSX CORP 3.8% 03/01/2028 USD SR LIEN 36,437 36,708
    AMERISOURCEBERGEN CORP 0.737% 03/15/2023 SR LIEN 35,052 34,987
    BOEING CO 4.508% 05/01/2023 USD SR LIEN 26,135 26,301
    AIR LEASE CORP MTN 2.875% 01/15/2026 USD SR LIEN 26,213 26,130
    ALLY FINANCIAL INC. 4.125% 02/13/2022 SR LIEN 25,108 25,494
    AT&T INC 4.25% 03/01/2027 USD SR LIEN 22,354 22,481
    GENERAL MOTORS CO 5.0% 10/01/2028 USD SR LIEN 21,829 22,041
    AT&T INC. 3.8% 02/15/2027 USD SR LIEN 22,162 22,019
    BP CAP MARKETS AMERICA 3.543% 04/06/2027 USD SR LIEN 21,943 21,780
    SYNCHRONY FINANCIAL 2.85% 07/25/2022 SR LIEN 20,252 20,451
    VERIZON COMMUNICATIONS, INC. 0.75% 03/22/2024 USD SR LIEN 19,999 19,963
    MPLX LP 1.75% 03/01/2026 USD SR LIEN 20,212 19,926
    U.S. TREASURY NOTE 0.500000% 06/30/2027 JD ON THE RUN 19,583 19,152
    THE SOUTHERN COMPANY 3.25% 07/01/2026 USD SR LIEN 16,066 16,120
    BOEING COMPANY (THE) 1.167% 02/04/2023 SR LIEN 10,000 10,049

    TY 2021 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 107,856 99,473
    ABBOTT LABORATORIES CMN 62,821 75,859
    ABBVIE INC CMN 136,921 164,105
    ACCENTURE PLC CMN CLASS A 49,733 68,401
    ADOBE INC CMN 61,529 73,718
    ADVANCED MICRO DEVICES, INC. CMN 22,403 53,963
    AIR PRODUCTS & CHEMICALS INC CMN 41,704 42,806
    ALEXANDRIA REAL ESTATE EQUITIES, INC. 27,844 34,737
    ALIGN TECHNOLOGY, INC CMN 19,894 26,287
    ALPHABET INC. CMN CLASS A 115,956 321,571
    ALPHABET INC. CMN CLASS C 44,177 138,892
    ALTRIA GROUP, INC. CMN 30,213 30,423
    AMAZON.COM INC CMN 136,915 403,455
    AMCOR PLC CMN 59,359 61,791
    AMERICAN EXPRESS CO. CMN 7,471 7,362
    AMERICAN HOMES 4 RENT LLC CMN 6,222 8,722
    AMERICAN TOWER CORPORATION CMN 12,214 16,164
    AMGEN INC. CMN 67,699 70,866
    APPLE INC. CMN 188,803 813,271
    APPLIED MATERIALS INC CMN 46,145 57,436
    ARES MANAGEMENT CORPORATION CMN CLASS A 15,312 25,600
    AT&T INC. CMN 138,693 126,739
    ATLASSIAN CORPORATION PLC CMN CLASS A 5,637 5,719
    AUTOMATIC DATA PROCESSING INC CMN 7,508 8,703
    BAKER HUGHES CO CMN 5,034 5,534
    BERKSHIRE HATHAWAY INC. CLASS B 31,106 44,850
    BEST BUY CO INC CMN 35,198 32,708
    BLACKROCK, INC. CMN 2,723 2,747
    BRISTOL-MYERS SQUIBB COMPANY CMN 100,133 96,643
    BROADCOM INC. CMN 57,280 83,176
    C.H. ROBINSON WORLDWIDE, INC. CMN 0 52
    CARDINAL HEALTH, INC. CMN 57,150 57,699
    CARNIVAL CORPORATION CMN 4,293 4,728
    CARRIER GLOBAL CORPORATION CMN 8,184 9,246
    CATERPILLAR INC (DELAWARE) CMN 73,563 74,426
    CHEVRON CORPORATION CMN 53,889 54,802
    CHIPOTLE MEXICAN GRILL, INC. CMN 3,503 10,490
    CINCINNATI FINANCIAL CRP CMN 0 13
    CINTAS CORPORATION CMN 6,542 6,648
    CISCO SYSTEMS, INC. CMN 98,297 109,313
    CITIZENS FINANCIAL GROUP, INC. CMN 16,418 16,774
    CLOROX CO (THE) (DELAWARE) CMN 1,590 1,744
    CLOUDFLARE, INC. CMN CLASS A 7,034 8,548
    CME GROUP INC. CMN CLASS A 47,981 49,818
    COCA-COLA COMPANY (THE) CMN 59,044 62,763
    COMCAST CORPORATION CMN CLASS A VOTING 55,130 58,735
    CONAGRA BRANDS INC CMN 12,852 13,148
    CONOCOPHILLIPS CMN 13,427 28,735
    COUPA SOFTWARE INCORPORATED CMN 4,148 3,161
    CUMMINS INC COMMON STOCK 48,735 45,809
    CVS HEALTH CORP CMN 39,504 49,620
    CVS HEALTH CORPORATION 3.5% 07/20/2022 USD SR LIEN 99,693 102,683
    D.R. HORTON, INC. CMN 15,419 18,437
    DANAHER CORPORATION CMN 57,090 64,198
    DARDEN RESTAURANTS, INC. CMN 7,767 12,804
    DATADOG, INC. CMN CLASS A 9,748 12,468
    DEVON ENERGY CORPORATION (NEW) CMN 3,172 8,149
    DEXCOM, INC. CMN 23,045 26,848
    DFA US SMALL CAP PORTFOLIO INSTITUTIONAL 659,533 872,289
    DIAMONDBACK ENERGY INC CMN 2,756 5,932
    DIGITAL REALTY TRUST, INC. CMN 0 110
    DISCOVER FINANCIAL SERVICES CMN 19,000 16,756
    DOCUSIGN, INC. CMN 4,282 2,285
    DUKE ENERGY CORPORATION CMN 84,180 87,592
    EATON CORP PLC CMN 68,760 75,177
    EBAY INC. CMN 5,138 4,655
    EDWARDS LIFESCIENCES CORPORATI CMN 7,898 9,069
    ELI LILLY & CO CMN 40,398 60,492
    EMERSON ELECTRIC CO. CMN 22,999 22,313
    ENPHASE ENERGY, INC. CMN 8,308 8,232
    EOG RESOURCES INC CMN 6,778 15,101
    EQUINIX, INC. REIT 33,792 43,984
    ERIE INDEMNITY COMPANY CL-A CMN CLASS A 11,422 11,560
    ETSY, INC. CMN 12,876 17,515
    EXXON MOBIL CORPORATION CMN 59,351 62,720
    FASTENAL COMPANY CMN 30,730 35,553
    FEDEX CORPORATION CMN 4,152 3,880
    FIDELITY NATIONAL FINANCIAL, I CMN 28,983 31,308
    FIRST AMERICAN FIN CORP CMN 1,822 1,956
    FIRST HORIZON CORP CMN 0 87
    FRANKLIN RESOURCES INC CMN 27,714 28,037
    GARMIN LTD. CMN 17,724 19,064
    GENERAL DYNAMICS CORP. CMN 38,591 39,609
    GENERAL MILLS INC CMN 50,687 52,556
    GENUINE PARTS CO. CMN 0 49
    GILEAD SCIENCES CMN 41,025 42,477
    H & R BLOCK INC. CMN 22,443 20,951
    HESS CORPORATION CMN 3,912 5,922
    HEWLETT PACKARD ENTERPRISE CO CMN 2,509 2,778
    HILTON WORLDWIDE HOLDINGS INC. CMN 5,736 12,479
    HONEYWELL INTL INC CMN 24,288 22,936
    HP INC. CMN 0 124
    HUBSPOT INC. CMN 14,038 16,479
    HUNTINGTON BANCSHARES INCORPOR CMN 30,758 33,462
    IHS MARKIT LTD CMN 7,909 7,975
    ILLINOIS TOOL WORKS CMN 43,602 45,884
    INSULET CORPORATION CMN 8,663 7,982
    INTEL CORPORATION CMN 65,808 61,800
    INTERNATIONAL PAPER CO. CMN 69,048 68,826
    INTERPUBLIC GROUP COS CMN 16,787 19,287
    INTL BUSINESS MACHINES CORP CMN 148,315 155,046
    INTL.FLAVORS & FRAGRANCE CMN 31,115 32,560
    INTUIT INC CMN 35,361 61,106
    INTUITIVE SURGICAL, INC. CMN 45,515 49,224
    ISHARES MSCI EAFE ETF 801,251 954,002
    JOHNSON & JOHNSON CMN 151,925 179,966
    JOHNSON CONTROLS INTERNATIONAL CMN 3,465 3,659
    JPMORGAN CHASE & CO. HYBRID 01/29/2027 USD SR LIEN CPN 01/29/19 3.96% 80,813 82,331
    KEURIG DR PEPPER INC CMN 883 922
    KIMBERLY-CLARK CORPORATION CMN 0 593
    KLA CORP CMN 30,546 38,710
    LAM RESEARCH CORPORATION CMN 25,790 46,842
    LINDE PLC CMN 27,623 31,179
    LOCKHEED MARTIN CORPORATION CMN 60,057 58,643
    LOWES COMPANIES INC CMN 57,011 71,082
    MARATHON OIL CORPORATION CMN 1,580 3,859
    MARATHON PETROLEUM CORPORATION CMN 10,600 11,838
    MARRIOTT INTERNATIONAL, INC CMN CLASS A 6,786 7,436
    MARSH & MCLENNAN CO INC CMN 12,657 13,037
    MARVELL TECHNOLOGY GROUP LTD. CMN 3,438 3,500
    MASTERCARD INCORPORATED CMN CLASS A 68,082 86,237
    MC DONALDS CORP CMN 17,401 18,765
    MEDTRONIC PUBLIC LIMITED COMPA CMN 65,646 55,114
    MERCK & CO., INC. CMN 77,939 77,723
    MERCURY GENERAL CORPORATION CMN 34,559 34,489
    MGM RESORTS INTERNATIONAL CMN 2,340 6,508
    MICROSOFT CORPORATION CMN 194,848 728,133
    MSC INDUSTRIAL DIRECT CO INC CL-A CLASS A 44,980 41,610
    NATIONAL INSTRUMENTS CORP CMN 15,507 16,376
    NETAPP, INC. CMN 16,081 16,558
    NETFLIX, INC. CMN 47,922 72,293
    NEWMONT CORP CMN 6,043 14,575
    NIKE CLASS-B CMN CLASS B 46,880 69,168
    NORFOLK SOUTHERN CORP CMN 19,415 20,840
    NORWEGIAN CRUISE LINE HLDG LTD CMN 2,776 3,422
    NVIDIA CORPORATION CMN 54,177 230,876
    OCCIDENTAL PETROLEUM CORP CMN 1,719 3,480
    OGE ENERGY CORP (HOLDING CO) CMN 37,198 38,572
    OKTA, INC. CMN CLASS A 9,238 8,967
    OLD REPUBLIC INTL CORP CMN 7,820 7,374
    OMNICOM GROUP CMN 2,612 3,131
    ONEOK INC CMN 1,094 881
    PACKAGING CORP OF AMERICA COMMON STOCK 3,632 3,639
    PAYCHEX, INC. CMN 50,089 58,013
    PAYPAL HOLDINGS, INC. CMN 36,033 40,545
    PEPSICO, INC. CMN 67,631 79,834
    PFIZER INC. CMN 84,943 119,163
    PHILIP MORRIS INTL INC CMN 50,231 51,494
    PINNACLE WEST CAPITAL CORP CMN 55,429 57,884
    PINTEREST INC CMN CLASS A 5,714 2,908
    PIONEER NATURAL RESOURCES CO CMN 7,326 12,775
    PNC FINANCIAL SERVICES GROUP, CMN 25,645 26,068
    PPL CORPORATION CMN 4,824 6,514
    PROCTER & GAMBLE COMPANY (THE) CMN 165,309 191,389
    PROLOGIS INC CMN 32,017 62,293
    PRUDENTIAL FINANCIAL INC CMN 101,728 133,676
    QUALCOMM INC CMN 38,782 60,347
    RAYTHEON TECHNOLOGIES CORPORAT CMN 90,893 99,916
    REGIONS FINANCIAL CORPORATION CMN 0 20
    REPLIGEN CORP CMN 16,670 19,863
    ROBERT HALF INTERNATIONAL INC. CMN 14,825 15,613
    ROYAL CARIBBEAN GROUP ISIN: LR0008862868 4,193 6,152
    RYDER SYSTEM INC CMN 7,856 8,243
    SALESFORCE.COM, INC CMN 54,693 72,935
    SBA COMMUNICATIONS CORPORATION CMN 33,093 50,573
    SCHLUMBERGER LTD CMN 261 374
    SEAGATE TECHNOLOGY PLC CMN 15,073 18,224
    SEMPRA ENERGY CMN 25,776 26,676
    SERVICENOW INC CMN 24,912 48,683
    SNAP INC. CMN CLASS A 14,421 11,993
    SNAP-ON INC CMN 1,044 1,077
    SOUTHERN COPPER CORPORATION CMN 116,184 119,717
    STARBUCKS CORP. CMN 27,146 29,243
    STRYKER CORPORATION CMN 52,983 58,985
    SUN COMMUNITIES, INC CMN 8,033 10,540
    SYSCO CORPORATION CMN 13,381 14,139
    T. ROWE PRICE GROUP, INC. CMN 26,567 24,580
    TANDEM DIABETES CARE, INC. CMN 748 753
    TARGET CORPORATION CMN 54,219 56,703
    TE CONNECTIVITY LTD CMN 45,242 49,209
    TESLA, INC. CMN 169,750 256,798
    TEXAS INSTRUMENTS INC. CMN 127,180 123,448
    THE HOME DEPOT, INC. CMN 86,430 136,123
    THE KRAFT HEINZ CO CMN 56,454 55,466
    THERMO FISHER SCIENTIFIC INC CMN 26,871 40,047
    TJX COMPANIES INC (NEW) CMN 7,409 7,592
    TRADE DESK, INC. (THE) CMN 8,569 11,913
    TRUIST FINANCIAL CORPORATION CMN 108,787 104,512
    TWILIO INC. CMN CLASS A 7,295 9,217
    TWITTER, INC. CMN 18,217 13,398
    U.S. BANCORP CMN 59,529 60,311
    UNION PACIFIC CORP. CMN 51,824 60,463
    UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK 75,684 87,879
    UNITEDHEALTH GROUP INCORPORATE CMN 81,882 148,131
    VERIZON COMMUNICATIONS, INC. CMN 150,760 139,253
    VISA INC. CMN CLASS A 78,950 94,269
    WALGREENS BOOTS ALLIANCE, INC. CMN 35,191 37,294
    WALMART INC CMN 1,447 1,546
    WALT DISNEY COMPANY (THE) CMN 32,350 31,752
    WATSCO INC. CMN 27,141 29,724
    WESTERN UNION COMPANY (THE) CMN 22,896 20,248
    WHIRLPOOL CORP. CMN 12,410 14,080
    WILLIAMS-SONOMA, INC. CMN 15,584 15,222
    XILINX INCORPORATED CMN 3,066 3,180
    ZILLOW GROUP INC. CMN CLASS A 2,248 1,244
    ZSCALER, INC. CMN 7,373 11,247
    META PLATFORMS INC-CLASS A CMN CLASS A 88,453 240,490
    MORGAN STANLEY CMN 146,358 148,222
    THE SOUTHERN CO. CMN 90,778 98,755
    CONSOLIDATED EDISON INC CMN 50,554 58,871
    REXFORD INDL RLTY INC CMN 43,311 45,963
    VMWARE, INC. CMN CLASS A 45,184 45,193
    PEOPLE'S UNITED FINANCIAL, INC CMN 37,832 38,313
    AMERICAN ELECTRIC POWER INC CMN 36,901 37,812
    COSTCO WHOLESALE CORPORATION CMN 35,322 36,901
    JANUS HENDERSON GROUP PLC CMN 35,977 35,020
    ORACLE CORPORATION CMN 35,102 33,576
    FORD MOTOR COMPANY CMN 27,861 29,597
    AFLAC INCORPORATED CMN 25,621 26,276
    MODERNA, INC. CMN 38,345 25,398
    BOOKING HOLDINGS INC. CMN 23,278 23,992
    STATE STREET CORPORATION (NEW) CMN 22,657 22,925
    EQUITABLE HOLDINGS INC CMN 21,764 22,297
    INVITATION HOMES INC. CMN 13,745 15,189
    L3HARRIS TECHNOLOGIES INC CMN 15,302 14,927
    THE HERSHEY COMPANY CMN 14,044 14,510
    HASBRO, INC. CMN 13,024 14,249
    MONGODB, INC. CMN 10,138 13,234
    SONOCO PRODUCTS CO CMN 13,705 13,025
    CROWDSTRIKE HOLDINGS, INC. CMN 13,549 12,285
    UNUM GROUP CMN 12,671 12,285
    PUBLIC STORAGE CMN 9,563 11,237
    SYNCHRONY FINANCIAL CMN 10,561 9,510
    DICKS SPORTING GOODS INC CMN 9,273 9,199
    ZOETIS INC. CMN CLASS A 8,284 8,541
    EXPEDIA GROUP INC CMN 7,907 8,132
    CIGNA CORP CMN 7,301 8,037
    LKQ CORPORATION CMN 7,345 7,804
    HUNTSMAN CORPORATION CMN 5,512 7,674
    LANDSTAR SYSTEM INC CMN 6,819 7,161
    REPUBLIC SERVICES INC CMN 6,666 6,995
    DYNATRACE HOLDINGS LLC CMN 6,166 6,337
    EASTMAN CHEMICAL COMPANY CMN 5,348 6,327
    CAESARS ENTERTAINMENT INC CMN 6,128 6,079
    PENSKE AUTOMOTIVE GROUP, INC. CMN 5,163 5,361
    UMPQUA HOLDINGS CORPORATION CMN 5,428 5,291
    CNA FINCL.CORP. CMN 4,975 5,069
    BLOCK, INC. CMN CLASS A 5,037 4,845
    WEST PHARMACEUTICAL SERVICES INC 4,432 4,690
    MATCH GROUP, INC. CMN 5,622 4,629
    COTERRA ENERGY INC CMN 4,877 4,560
    HCA HEALTHCARE, INC CMN 3,673 3,854
    BILL.COM HOLDINGS, INC. CMN 3,037 3,737
    CERNER CORPORATION CMN 3,625 3,726
    ROKU, INC. CMN 4,378 3,423
    SNOWFLAKE INC. CMN CLASS A 2,371 3,388
    LENNAR CORPORATION CMN CLASS B 3,117 3,347
    EPAM SYSTEMS, INC. CMN 3,213 3,342
    KIMCO REALTY CORPORATION CMN 3,155 3,328
    BIO TECHNE CORP CMN 2,529 2,587
    AVALARA, INC. CMN 2,876 2,582
    REYNOLDS CONSUMER PRODUCTS INC CMN 2,263 2,355
    SMARTSHEET INC. CMN CLASS A 1,663 1,936
    SKILLZ INC. CMN 2,398 1,897
    LENNAR CORPORATION CMN CLASS A 1,549 1,742
    INVESCO LTD. CMN 1,674 1,611
    UNITY SOFTWARE INC. CMN 1,256 1,430
    FIRST HAWAIIAN, INC. CMN 1,196 1,230
    TRACTOR SUPPLY COMPANY CMN 955 1,193
    EXTRA SPACE STORAGE INC. CMN 918 1,134
    PLUG POWER INC. CMN 370 423
    CF INDUSTRIES HOLDINGS, INC. CMN 342 354
    WELLS FARGO & CO (NEW) CMN 250 240
    CHUBB LIMITED CMN 0 56
    ADVANCE AUTO PARTS, INC. CMN 27 25
    PULTEGROUP INC. CMN 0 18
    NXP SEMICONDUCTORS N.V. CMN 0 17
    NORTHERN TRUST CORP CMN 0 4
    ADAPTIVE BIOTECHNOLOGIES CORPO CMN 4,111 3,508
    PENN ENTERTAINMENT INC CMN 4,991 2,593
    AFFIRM HOLDINGS, INC CMN 513 503
    ALLY FINANCIAL INC. CMN 3,947 4,047
    ALLSTATE CORPORATION COMMON STOCK 0 4
    AMERICAN FINANCIAL GROUP INC 10,175 10,299
    APA CORP CMN 1,531 1,748
    ASANA INC CMN 394 373
    ELEVANCE HEALTH INC CMN 5,680 6,953

    TY 2021 LegalFeesSchedule
    Name:
    DR ROBERT C AND VERONICA ATKINS
     
    FOUNDATION
    EIN:
    26-0012965
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES IN CONNECTION WITH FOUNDATION MATTERS 261 0   261


    TY 2021 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 2,210 2,905 2,905
    TAX DEPOSITS 7,000 13,080 13,080


    TY 2021 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 470 0   470
    MISCELLANEOUS EXPENSES 13,894 13,894   0


    TY 2021 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 694 694 694


    TY 2021 OtherIncreasesSchedule
    Name:
    DR ROBERT C AND VERONICA ATKINS
     
    FOUNDATION
    EIN:
    26-0012965
    Description Amount
    PRIOR PERIOD ADJUSTMENT 6,080


    TY 2021 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 86 0


    TY 2021 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 57,713 57,713   0


    TY 2021 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 1,354 1,354   0