Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$16,897,580J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 434,226 427,590  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 149,515
b Gross sales price for all assets on line 6a 14,477,366
7 Capital gain net income (from Part IV, line 2)... 149,515
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
List of Attached Documents:
// Content
159 159  
12 Total. Add lines 1 through 11........ 583,900 577,264  
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
List of Attached Documents:
// Content
80,850 0   80,850
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,620 6,310   6,310
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
54,600 54,600   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,675 1,675   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
List of Attached Documents:
// Content
5,199 4,764   435
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 154,944 67,349   87,595
25 Contributions, gifts, grants paid....... 1,350,000 1,350,000
26 Total expenses and disbursements. Add lines 24 and 25 1,504,944 67,349   1,437,595
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -921,044
b Net investment income (if negative, enter -0-) 509,915
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 703,979 133,420 133,420
2 Savings and temporary cash investments......... 108,568 873,977 873,977
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,213,672 Click to see attachment
List of Attached Documents:
// Content
9,723,773 		12,717,091
c Investments—corporate bonds (attach schedule)....... 3,861,887 Click to see attachment
List of Attached Documents:
// Content
3,230,635 		3,160,908
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
11,959 		Click to see attachment
List of Attached Documents:
// Content
12,184 		Click to see attachment
List of Attached Documents:
// Content
12,184
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,900,065 13,973,989 16,897,580
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 14,900,065 13,973,989
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 14,900,065 13,973,989
30 Total liabilities and net assets/fund balances (see instructions). 14,900,065 13,973,989
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
14,900,065
2
Enter amount from Part I, line 27a .....................
2
-921,044
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,979,021
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,032
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,973,989
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - LONG TERM P 2022-01-01 2023-12-31
b PUBLICLY TRADED SECURITIES - SHORT TERM P 2023-01-01 2023-12-31
c CAPITAL GAINS DIVIDENDS P    
d
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 4,393,223   4,206,701 186,522
b 10,083,790   10,121,150 -37,360
c 353     353
d
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       186,522
b       -37,360
c       353
d
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 2 149,515
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 7,088
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 7,088
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 7,088
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,736
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,236
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 10,148
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow10,148 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL, 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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.ATKINSFOUNDATION.ORG
14
The books are in care ofright arrowDENISE KALLAND SECRETARY Telephone no.right arrow (561) 536-5818

Located atright arrow4242 WEST MAIN STREETJUPITERFL ZIP+4right arrow33458
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
GOLDMAN SACHS INVESTMENT ADVISORY FEE 54,600
200 S BISCAYNE BLVD SUITE 3700
MIAMI,FL33131
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
15,194,813
b
Average of monthly cash balances.......................
1b
592,870
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
15,787,683
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
15,787,683
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
236,815
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,550,868
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
777,543
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
777,543
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,088
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,088
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
770,455
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
770,455
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
770,455
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
1,437,595
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,437,595
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 770,455
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 195,313
b From 2019...... 115,853
c From 2020...... 440,734
d From 2021...... 142,490
e From 2022...... 194,214
f Total of lines 3a through e ........ 1,088,604
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,437,595
a Applied to 2022, 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 2023 distributable amount..... 770,455
e Remaining amount distributed out of corpus 667,140
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,755,744
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		195,313
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,560,431
10 Analysis of line 9:
a Excess from 2019.... 115,853
b Excess from 2020.... 440,734
c Excess from 2021.... 142,490
d Excess from 2022.... 194,214
e Excess from 2023.... 667,140
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or 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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

CHILDREN'S HOSPITAL LOS ANGELES

4650 SUNSET BLVD 29
LOS ANGELES,CA90027 		NONE PC SUPPORT OF OBESITY AND DIABETES PROGRAM 100,000

COLUMBIA UNIVERSITY

622 WEST 113TH STREET MAIL CODE
4524
NEW YORK,NY10025 		NONE PC SUPPORT PROFESSORSHIP 100,000

COLUMBIA UNIVERSITY

635 WEST 165TH STREET SUITE 214
NEW YORK,NY10032 		NONE PC SUPPORT OPHTHALMOLOGY PROGRAMS 175,000

DREYFOOS SCHOOL OF THE ARTS FOUNDATION

PO BOX 552
WEST PALM BEACH,FL33402 		NONE PC SUPPORT YOUNG ARTISTS AND SCHOLARS 50,000

HNRCA AT TUFTS UNIVERSITY

150 HARRISON AVENUE
BOSTON,MA02111 		NONE PC ENDOW PROFESSORSHIP - METABOLISM & NUTRITION 100,000

JUPITER MEDICAL CENTER FOUNDATION

1210 SOUTH OLD DIXIE HIGHWAY
JUPITER,FL33458 		NONE PC GENERAL SUPPORT TOWARDS THE NEEDS OF THE MARGARET W. NIEDLAND BREAST CENTER 125,000

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 CENTER

3889 MAPLE AVENUE SUITE 100
DALLAS,TX75219 		NONE PC ENDOW DR. ROBERT C. AND VERONICA ATKINS CHAIR IN OBESITY AND DIABETES RESEARCH 100,000

THE PHILADELPHIA ORCHESTRA

ONE SOUTH BROAD STREET 14TH FLOOR
PHILADELPHIA,PA19107 		NONE PC SUPPORTING THE ORCHESTRA INCLUDING COMMUNITY ENGAGEMENT INITIATIVES & EDUCATION PROGRAMS FOR UNDERREPRESENTED AND UNDERSERVED STUDENTS THROUGHOUT THE PHILADELPHIA REGION 100,000

THE SOUTHAMPTON HOSPITAL FOUNDATION

240 MEETING HOUSE LANE
SOUTHAMPTON,NY11968 		NONE PC SUPPORT PROJECTS AT HOSPITAL 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 IN CHILDHOOD OBESITY & 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
Total .................................right arrow 3a 1,350,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 434,226  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 135  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 149,515  
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 24  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 583,900 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
583,900
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 12,620 6,310   6,310

TY 2023 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
3M COMPANY MTN 3.375% 03/01/2029 44,097 44,545
ADVANCE AUTO PARTS, INC. 1.75% 10/01/2027 USD SR LIEN 39,869 34,533
AIR LEASE CORP MTN 2.875% 01/15/2026 USD SR LIEN 25,623 24,155
ALPHABET INC. 1.998% 08/15/2026 USD SR LIEN 62,958 61,901
AMERICAN ELECTRIC POWER 1.0% 11/01/2025 USD SER N SR LIEN 19,954 18,601
APPLE INC. 2.85% 05/11/2024 USD SR LIEN 37,918 37,795
AT&T INC 4.25% 03/01/2027 11,809 11,040
AT&T INC. 3.8% 02/15/2027 21,339 19,817
AXA EQUITABLE HOLDINGS, INC. 4.35% 04/20/2028 11,818 11,700
BANK OF AMERICA CORPORATION HYBRID MTN 10/24/2026 USD SR LIEN CPN 10/21/20 1 69,497 65,158
BB&T CORPORATION MTN 3.875% 03/19/2029 24,809 24,627
BHP BILLITON FINANCE (USA) LIMITED 5.1% 09/08/2028 USD SR LIEN 30,113 32,339
BP CAP MARKETS AMERICA 3.543% 04/06/2027 21,224 19,625
CAPITAL ONE FINANCIAL CORPORAT HYBRID 03/03/2026 31,271 30,944
CAPITAL ONE FINANCIAL CORPORAT HYBRID 11/02/2027 15,612 15,351
CENTERPOINT ENERGY RES 1.75% 10/01/2030 USD SR LIEN 37,404 40,941
CHARLES SCHWAB CORPORATION (TH 0.9% 03/11/2026 USD SR LIEN 59,927 55,186
CITIGROUP INC. 4.6% 03/09/2026 USD SUB LIEN 58,081 53,095
CSX CORP 3.8% 03/01/2028 USD SR LIEN 35,369 32,751
ENERGY TRANSFER OPERATNG 2.9% 05/15/2025 USD SR LIEN 21,983 21,403
FEDERAL HOME LOAN BANK SYSTEM 2.875% 09/13/2024 SR LIEN 100,360 99,460
FHLB 2.75% 12/13/2024 SR LIEN 175,176 171,900
FIDELITY NATIONAL INFORMATION 3.75% 05/21/2029 19,370 19,307
FOX CORPORATION 4709% 01/25/2029 27,990 28,432
GENERAL MOTORS CO 5.0% 10/01/2028 USD SR LIEN 21,042 19,407
GLOBAL PAYMENTS INC 5.3% 08/15/2029 USD SR LIEN 18,952 19,522
JOHNSON & JOHNSON 0.95% 09/01/2027 USD SR LIEN 49,966 44,804
JPMORGAN CHASE & CO CMN 121,059 147,647
MORGAN STANLEY HYBRID 12/10/2026 15,877 15,655
MPLX LP 1.75% 03/01/2026 USD SR LIEN 20,112 18,834
NEXTERA ENERGY CAPITAL HOLDINGS, INC. 2.25% 06/01/2030 USD SR LIEN 15,865 17,156
NXP BV/NXP FUNDING LLC 4.875% 03/01/2024 USO SER WI 20,035 20,284
ORACLE CORPORATION 3.25% 11/15/2027 33,203 33,406
PHILIP MORRIS INTL INC 5.5% 09/07/2030 USD SR LIEN 15,450 16,885
REALTY INCOME CORPORATION 4.85% 03/15/2030 USD SR LIEN 18,667 20,397
REYNOLDS AMERICAN INC 4.45% 06/12/2025 USO 43,956 39,634
ROPER TECHNOLOGIES INC 1.4% 09/15/2027 USD SR LIEN 53,924 48,576
SRS CCD 26745899 MTN 3.75% 06/01/2026 22,426 22,271
SUMITOMO MITSUI FINANCIAL GROU 3.944% 07/19/2028 31,387 30,412
THE SOUTHERN COMPANY 3.25% 07/01/2026 USD SR LIEN 15,602 14,720
THERMO FISHER SCIENTIFIC 5.0% 01/31/2029 SR LIEN 24,125 24,730
TRANSCANADA PIPELINES LIMITED 4.25% 05/15/2028 USD SER 10YR SR LIEN 49,833 45,065
U.S. BANCORP 3.375% 02/05/2024 USD SR LIEN 60,984 61,690
U.S. TREASURY NOTE 0.500000% 04/30/2027 AO ON THE RUN 67,488 61,688
U.S. TREASURY NOTE 0.500000% 06/30/2027 JD ON THE RUN 19,733 17,827
U.S. TREASURY NOTE 0.750000% 03/31/2026 MS OFF THE RUN 64,789 60,448
U.S. TREASURY NOTE 1.375000% 12/31/2028 JD ON THE RUN 187,759 192,426
U.S. TREASURY NOTE 1.625000% 02/15/2026 FA OFF THE RUN 72,923 71,551
U.S. TREASURY NOTE 1.625000% 08/15/2029 FA OFF THE RUN 224,700 230,515
U.S. TREASURY NOTE 1.750000% 12/31/2026 JD ON THE RUN 140,171 132,458
U.S. TREASURY NOTE 2.000000% 08/15/2025 FA OFF THE RUN 99,167 97,000
U.S. TREASURY NOTE 2.000000% 11/15/2026 MN OFF THE RUN 125,076 118,547
U.S. TREASURY NOTE 2.125000% 05/15/2025 MN OFF THE RUN 15,808 15,535
U.S. TREASURY NOTE 2.250000% 11/15/2027 MN OFF THE RUN 137,418 127,414
U.S. TREASURY NOTE 2.750000% 02/15/2028 FA OFF THE RUN 37,640 33,847
U.S. TREASURY NOTE 2.875000% 08/15/2028 FA OFF THE RUN 93,438 82,342
UDR INC MTN 3.2% 01/15/2030 USD SR LIEN 52,039 52,680
UNITEDHEALTH GROUP INCORPORATED 2.0% 05/15/2030 USD SR LIEN 37,171 39,069
VERIZON COMMUNICATIONS, INC. 0.75% 03/22/2024 USD SR LIEN 19,999 19,826
VERIZON COMMUNICATIONS, INC. 3.0% 03/22/2027 36,552 33,586
VISA INC. 3.15% 12/14/2025 USO SR LIEN NEXT CALL 34,668 34,209
WELLS FARGO & COMPANY HYBRID MTN 02/11/2026 USD SR LIEN CPN 02/11/20 2.164% 71,104 67,972
ZIMMER BIOMET HOLDINGS 3.05% 01/15/2026 USD SR LIEN 36,956 36,267

TY 2023 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 113,189 117,519
ABBOTT LABORATORIES CMN 81,379 83,543
ABBVIE INC CMN 132,413 139,783
ACCENTURE PLC CMN CLASS A 40,659 49,127
ADOBE INC CMN 51,352 80,541
ADVANCED MICRO DEVICES, INC. CMN 45,282 78,127
AFLAC INCORPORATED CMN 19,505 19,800
AGILENT TECHNOLOGIES, INC. CMN (A) 11,767 12,534
AIR PRODUCTS & CHEMICALS INC CMN 33,647 34,444
AIRBNB, INC. CMN CLASS A 23,382 24,505
ALIGN TECHNOLOGY, INC CMN 13,878 9,590
ALLSTATE CORPORATION COMMON STOCK 9,211 12,014
ALPHABET INC. CMN CLASS A 178,311 385,405
ALPHABET INC. CMN CLASS C 36,656 103,724
ALTRIA GROUP, INC. CMN 48,657 47,451
AMAZON.COM INC CMN 217,486 437,587
AMCOR PLC CMN 55,329 50,755
AMERICAN EXPRESS CO. CMN 49,363 54,329
AMERICAN HOMES 4 RENT LLC CMN 5,032 5,394
AMERICAN TOWER CORPORATION CMN 14,538 11,967
AMGEN INC. CMN 68,725 76,325
ANALOG DEVICES, INC. CMN 8,201 8,935
AON PUBLIC LIMITED COMPANY CMN 6,545 5,820
APPLE INC. CMN 254,031 855,796
APPLIED MATERIALS INC CMN 48,592 59,966
ARES MANAGEMENT CORPORATION CMN CLASS A 8,342 14,865
ARISTA NETWORKS, INC. CMN (ANET) 6,541 9,420
AT&T INC. CMN 75,158 77,305
ATLASSIAN CORPORATION PLC CMN CLASS A 5,757 8,325
AUTOMATIC DATA PROCESSING INC CMN 27,422 25,865
BAKER HUGHES CO CMN 11,723 11,279
BAXTER INTERNATIONAL INC CMN 0 54
BECTON, DICKINSON AND COMPANY CMN (BDX) 16,837 15,849
BERKSHIRE HATHAWAY INC. CLASS B 89,638 115,915
BEST BUY CO INC CMN 14,408 14,887
BIO-TECHNE CORPORATION CMN (TECH) 10,797 11,574
BLACKROCK, INC. CMN 8,772 10,553
BOEING COMPANY CMN (BA) 24,584 39,099
BOOKING HOLDINGS INC. CMN 16,038 17,736
BOSTON SCIENTIFIC CORP. COMMON STOCK 6,324 7,226
BRISTOL-MYERS SQUIBB COMPANY CMN 100,855 97,232
BROADCOM INC. CMN 90,366 156,275
BROADRIDGE FINANCIAL SOLUTIONS IN CMN (BR) 0 28
BUNGE GLOBAL SA CMN 11,950 11,105
CADENCE DESIGN SYSTEMS INC CMN (CONS) 15,761 21,790
CAPITAL ONE FINANCIAL CORP CMN 12,974 13,112
CARDINAL HEALTH, INC. CMN 17,917 19,754
CARNIVAL CORPORATION CMN 6,638 6,489
CARRIER GLOBAL CORPORATION CMN 10,936 13,567
CATERPILLAR INC (DELAWARE) CMN 48,406 62,091
CHARLES SCHWAB CORPORATION CMN 14,593 16,168
CHEVRON CORPORATION CMN 91,248 83,828
CHIPOTLE MEXICAN GRILL, INC. CMN 8,799 13,722
CHUBB LIMITED CMN (CB) 0 95
CIGNA CORP CMN (CL) 22,621 23,956
CINCINNATI FINANCIAL CRP CMN (CINF) 0 184
CINTAS CORPORATION CMN 9,563 12,053
CISCO SYSTEMS, INC. CMN 128,118 129,079
CITIGROUP INC. CMN 48,817 60,699
CLOROX CO (THE) (DELAWARE) CMN 18,269 19,250
CLOUDFLARE, INC. CMN CLASS A 4,373 8,326
CME GROUP INC. CMN CLASS A 138,356 141,382
CNA FINCLCORP. CMN (CNA) 23,059 24,540
COCA-COLA COMPANY (THE) CMN 35,881 34,769
COLGATE-PALMOLIVE CO CMN (CL) 11,966 12,754
COMCAST CORPORATION CMN CLASS A VOTING 58,793 64,328
CONAGRA BRANDS INC CMN 42,998 43,850
CONFLUENT INC CMN (CFLT) 1,238 1,170
CONSOLIDATED EDISON INC CMN 18,920 19,104
COREBRIDGE FINANCIAL, INC. CMN 1,547 1,625
CORNING INCORPORATED CMN (GLW) 59,138 56,180
COSTCO WHOLESALE CORPORATION CMN (COST) 162,361 178,896
COTERRA ENERGY INC CMN (CTRA) 5,950 5,487
CROWDSTRIKE HOLDINGS, INC. CMN (CRWD) 3,804 5,106
CULLEN FROST BANKERS INC CMN 13,642 13,019
CUMMINS INC COMMON STOCK 34,071 34,738
CVS HEALTH CORP CMN 49,281 53,772
D.R. HORTON, INC. CMN 5,810 7,599
DANAHER CORPORATION CMN 55,776 55,579
DARDEN RESTAURANTS, INC. CMN 36,102 36,146
DATADOG, INC. CMN CLASS A 1,511 2,428
DEERE & COMPANY CMN (DE) 12,654 12,040
DEXCOM, INC. CMN 19,667 20,475
DIAMONDBACK ENERGY INC CMN 130,801 130,267
DIGITAL REALTY TRUST, INC. CMN 12,845 13,519
DISCOVER FINANCIAL SERVICES CMN 19,592 22,480
DOW INC CMN (DOW) 55,916 55,937
DUKE ENERGY CORPORATION CMN 48,121 48,520
EASTMAN CHEMICAL COMPANY CMN (EMN) 0 113
EATON CORP PLC CMN 45,627 62,613
EDISON INTERNATIONAL CMN (EIX) 37,166 39,026
ELEVANCE HEALTH INC CMN (ELV) 25,996 25,936
ELI LILLY & CO CMN 75,508 142,232
EMERSON ELECTRIC CO. CMN 36,424 36,985
ENTERGY CORPORATION CMN (ETR) 26,012 26,309
EQUIFAX INC. CMN 970 1,236
EQUINIX, INC. REIT 38,191 41,880
EQUITABLE HOLDINGS INC CMN (EOH) 1,391 1,831
EQUITY RESIDENTIAL CMN 6,012 6,182
EVERGY, INC. CMN 42,991 42,021
EXELON CORPORATION CMN 15,976 15,617
EXTRA SPACE STORAGE INC. CMN 8,187 9,620
EXXON MOBIL CORPORATION CMN (XOM) 141,237 146,471
FASTENAL COMPANY CMN 11,971 12,954
FEDEX CORPORATION CMN 9,314 8,961
FIDELITY NATL INFO SVCS INC CMN (FIS) 19,665 19,222
FIFTH THIRD BANCORP CMN (FITB) 12,756 12,891
FIRSTENERGY CORP. CMN 11,762 12,098
FORD MOTOR COMPANY CMN (F) 33,926 34,071
FORTINET, INC. CMN (FTNT) 5,590 6,438
FRANKLIN RESOURCES INC CMN 38,009 38,429
GE AEROSPACE CMN 15,111 21,730
GE HEALTHCARE TECHNOLOGIES INC. CMN 335 387
GENERAL DYNAMICS CORP. CMN 6,302 6,492
GENERAL MILLS INC CMN 25,671 26,056
GENUINE PARTS CO. CMN 0 162
GILEAD SCIENCES CMN 38,720 38,885
HASBRO, INC. CMN 17,243 15,063
HCA HEALTHCARE, INC CMN 9,336 9,474
HEWLETT PACKARD ENTERPRISE CO CMN 10,461 10,365
HONEYWELL INTL INC CMN 11,185 12,583
HOST HOTELS & RESORTS INC CMN (HST) 10,907 12,052
HP INC. CMN (HPOL 12,184 12,779
HUBSPOT INC. CMN 12,102 14,514
IDEXX LABORATORIES CMN 9,289 11,101
ILLINOIS TOOL WORKS CMN 25,847 26,334
INTEL CORPORATION CMN 48,490 67,335
INTERNATIONAL PAPER CO. CMN 42,933 43,380
INTERPUBLIC GROUP COS CMN 22,306 24,154
INTL BUSINESS MACHINES CORP CMN 112,161 135,747
INTUIT INC CMN 51,600 71,878
INTUITIVE SURGICAL, INC. CMN 40,346 51,279
INVESCO LTD. CMN 36,536 45,224
INVITATION HOMES INC. CMN 18,882 19,086
IRON MOUNTAIN INCORPORATED CMN (IRM) 12,666 15,539
J.M. SMUCKER COMPANY (THE) CMN (SJM) 2,307 1,896
JANUS HENDERSON GROUP PLC CMN 23,714 27,286
JOHNSON & JOHNSON CMN 161,071 152,038
JOHNSON CONTROLS INTERNATIONAL CMN 5,508 4,955
JPMORGAN CHASE & CO. HYBRID 01/29/2027 USD SR LIEN CPN 01/29/19 3.96% 64,132 61,620
KENVUE INC. CMN 32,011 34,254
KEURIG DR PEPPER INC CMN 6,333 6,497
KIMBERLY-CLARK CORPORATION CMN 0 531
KINDER MORGAN INC CMN CLASS P (KMI) 119,171 123,745
KLA CORP CMN 24,466 31,971
KROGER COMPANY CMN (KR) 12,025 12,342
L3HARRIS TECHNOLOGIES INC CMN (LHX) 6,229 7,372
LAM RESEARCH CORPORATION CMN 22,254 35,337
LAS VEGAS SANDS CORP. CMN (LVS) 18,514 17,470
LEGGETT & PLATT, INCORPORATED CMN (LEG) 17,979 14,780
LINDE PLC CMN 40,170 47,232
LKQ CORPORATION CMN 12,943 11,470
LOCKHEED MARTIN CORPORATION CMN 8,841 9,065
LOWES COMPANIES INC CMN 54,360 57,863
LULULEMON ATHLETICA INC. CMN 7,637 7,669
LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A 34,912 34,229
M&T BANK CORPORATION CMN (MTB) 5,014 4,112
MARRIOTT INTERNATIONAL, INC CMN CLASS A 19,398 20,296
MARSH & MCLENNAN CO INC CMN 53,018 53,999
MASCO CORPORATION CMN (MAS 6,425 6,363
MASTERCARD INCORPORATED CMN CLASS A 60,532 72,507
MC DONALDS CORP CMN 18,807 22,238
MCKESSON CORPORATION CMN 0 19
MEDTRONIC PUBLIC LIMITED COMPA CMN 61,018 57,614
MERCK & CO., INC. CMN 81,177 81,926
META PLATFORMS INC-CLASS A CMN CLASS A 99,014 254,851
MICROCHIP TECHNOLOGY INCORPORATED CMN 33,872 36,523
MICRON TECHNOLOGY, INC. CMN 19,344 20,936
MICROSOFT CORPORATION CMN 295,041 900,616
MODERNA, INC. CMN 5,822 2,984
MONDELEZ INTERNATIONAL, INC. CMN (MOLZ) 25,231 26,228
MONGODB, INC. CMN 2,352 4,089
MONOLITHIC POWER SYSTEMS, INC. CMN (MPWR) 14,237 15,795
MORGAN STANLEY CMN 115,930 129,618
NETAPP, INC. CMN 18,799 18,514
NETFLIX, INC. CMN 59,616 73,032
NEWMONT CORP CMN 13,249 16,763
NIKE CLASS-B CMN CLASS B 16,310 15,837
NISOURCE INC. CMN (NI) 43,958 44,471
NORFOLK SOUTHERN CORP CMN 14,003 14,183
NORTHERN TRUST CORP CMN 0 113
NVIDIA CORPORATION CMN 83,277 398,652
NXP SEMICONDUCTORS N.V. CMN (NXPI) 10,381 12,732
OLD DOMINION FREIGHT LINE, INC. CMN 6,195 6,080
OMNICOM GROUP CMN 6,407 7,082
ON SEMICONDUCTOR CORPORATION CMN 5,447 5,429
ONEOK INC CMN 48,004 50,910
ORACLE CORPORATION CMN 50,438 58,514
OTIS WORLDWIDE CORPORATION CMN 6,011 6,263
PACCAR INC CMN (PCAR) 0 144
PALO ALTO NETWORKS INC. CMN 26,144 33,911
PARKER-HANNIFIN CORP. CMN 31,804 34,553
PAYCHEX, INC. CMN 76,190 77,422
PEPSICO, INC. CMN 50,186 47,357
PFIZER INC. CMN 100,387 75,084
PHILIP MORRIS INTL INC CMN 32,534 32,928
PINNACLE WEST CAPITAL CORP CMN 35,598 34,483
PIONEER NATURAL RESOURCES CO CMN 24,052 23,612
PNC FINANCIAL SERVICES GROUP, CMN 50,732 54,198
POOL CORP CMN (POOL 11,850 11,961
PROCTER & GAMBLE COMPANY (THE) CMN 136,545 135,550
PROLOGIS INC CMN 55,753 61,185
PRUDENTIAL FINANCIAL INC CMN 124,434 139,490
QUALCOMM INC CMN 40,101 40,496
RALPH LAUREN CORP CMN CLASS A (RL) 13,200 13,045
REGENCY CENTERS CORPORATION CMN 5,999 6,429
REGIONS FINANCIAL CORPORATION CMN 2,948 2,533
REPLIGEN CORP CMN 7,438 7,192
RESMED INC. CMN 6,582 7,741
ROBERT HALF INC CMN 12,016 14,067
ROCKWELL AUTOMATION INC CMN 17,617 18,629
ROSS STORES,INC CMN 5,717 6,919
ROYAL CARIBBEAN GROUP ISIN: LR0008862868 6,879 7,122
RTX CORP CMN 55,041 53,934
S&P GLOBAL INC. CMN 5,560 6,608
SALESFORCE INC CMN (CRM) 56,542 72,890
SBA COMMUNICATIONS CORPORATION CMN 6,247 6,342
SCHLUMBERGER LTD CMN 0 101
SEAGATE TECHNOLOGY HOLDIN PLC CMN 20,215 20,489
SERVICENOW INC CMN 33,689 60,052
SIMON PROPERTY GROUP INC CMN 9,904 11,411
SKYWORKS SOLUTIONS, INC. CMN 5,855 6,183
SNAP INC. CMN CLASS A 27,235 28,884
SNOWFLAKE INC. CMN CLASS A 2,309 2,985
SOUTHERN COPPER CORPORATION CMN 28,840 41,744
SOUTHWEST AIRLINES CO CMN 0 25
STANLEY BLACK & DECKER, INC. CMN 5,862 6,867
STARBUCKS CORP. CMN 67,505 64,327
STATE STREET CORPORATION (NEW) CMN (STT) 13,061 13,285
STERIS PUBLIC LIMITED COMPANY CMN 5,576 5,496
STRYKER CORPORATION CMN 51,627 60,052
SYNOPSYS INC. CMN 22,956 28,320
SYSCO CORPORATION CMN 6,251 6,216
T. ROWE PRICE GROUP, INC. CMN 15,488 15,077
TAPESTRY, INC. CMN (TPR) 8,322 9,571
TARGET CORPORATION CMN 30,220 34,893
TE CONNECTIVITY LTD CMN (TEL) 19,494 21,778
TESLA, INC. CMN 203,372 218,414
TEXAS INSTRUMENTS INC. CMN 109,746 111,651
TFS FINANCIAL CORPORATION CMN 5,517 6,390
THE BANK OF NY MELLON CORP CMN (BK) 30,434 36,435
THE HOME DEPOT, INC. CMN 80,675 89,410
THE PROGRESSIVE CORPORATION CMN (PGR) 21,165 22,299
THE SOUTHERN CO. CMN (SO) 95,053 99,570
THE WILLIAMS COMPANIES, INC. CMN (WMB) 5,729 5,747
THERMO FISHER SCIENTIFIC INC CMN 41,914 39,841
TJX COMPANIES INC (NEW) CMN 39,447 44,560
TRANE TECHNOLOGIES PUBLIC LIMITED COMPANY CMN 21,377 28,049
TRANSDIGM GROUP INCORPORATED CMN 53,688 55,638
TRUIST FINANCIAL CORPORATION CMN 6,355 6,461
U S DOLLAR 0 2,832
U.S. BANCORP CMN 64,718 65,655
UBER TECHNOLOGIES, INC. CMN 37,884 37,558
UNION PACIFIC CORP. CMN 22,726 24,562
UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK 115,326 110,847
UNITEDHEALTH GROUP INCORPORATE CMN 91,073 139,515
UNITY SOFTWARE INC. CMN 7,602 6,338
UWM HOLDINGS CORP CMN 5,159 7,613
VERIZON COMMUNICATIONS, INC. CMN 132,627 137,040
VERTEX PHARMACEUTICALS INCORPO CMN (VRTX) 25,110 28,482
VIATRIS INC CMN 6,025 5,848
VICI PROPERTIES INC. CMN (VICI) 13,135 12,765
VISA INC. CMN CLASS A 94,798 115,856
WALMART INC CMN 0 251
WALT DISNEY COMPANY (THE) CMN 6,389 6,320
WARNER BROS DISCOVERY INC CMN 6,125 6,145
WELLS FARGO & COMPANY CMN 42,108 49,712
WELLTOWER INC. CMN (WELL) 52,092 56,807
WEST PHARMACEUTICAL SERVICES INC (WST) 18,016 19,367
WHIRLPOOL CORP. CMN 54,238 51,143
WYNN RESORTS, LIMITED CMN 10,448 9,111
ZSCALER, INC. CMN 11,524 12,186

TY 2023 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 80,850 0   80,850


TY 2023 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 3,193 3,448 3,448
TAX DEPOSITS 8,766 8,736 8,736


TY 2023 OtherDecreasesSchedule
Name:
DR ROBERT C AND VERONICA ATKINS
 
FOUNDATION
EIN:
26-0012965
Description Amount
PRIOR PERIOD ADJUSTMENT 5,032


TY 2023 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 435 0   435
MISCELLANEOUS EXPENSES 4,764 4,764   0


TY 2023 OtherIncomeSchedule2
Name:
DR ROBERT C AND VERONICA ATKINS
 
FOUNDATION
EIN:
26-0012965
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 135 135 135
ROYALTY INCOME (LOSS) FROM PARTNERSHIP 24 24 24


TY 2023 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 54,600 54,600   0


TY 2023 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 1,675 1,675   0