2024-03-25T07:59:28-04:00 2023-12-31 990PF 2023-01-01 473871417 HELGA MARSTON FOUNDATION % BERNARDINE ATKINS HELG 5613392529 8107 DAMASCUS DR PALM BCH GDNS FL 334186005 Bernardine Atkins Trustee 5613392529 2024-03-25 2023 2023-04-26 12:10:37Z X 10226125 X X 12083 858 169360 169360 647980 1481666 616906 829423 787124 80000 25000 55000 2568 2568 0 0 0 0 97987 97987 0 17249 4488 0 4024 419 631 201828 130462 55631 611114 611114 812942 130462 666745 16481 656662 0 378413 885005 885005 35005 144440 144440 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 289084 142414 121307 6817164 6365597 9075373 0 0 0 7519666 7537456 10226125 0 1309 0 1309 X 7519666 7536147 0 0 0 0 7519666 7536147 7519666 7537456 7519666 16481 7536147 7536147 Publicly Traded Securities - 421 Verizon 16836 0 20751 -3915 -3915 Publicly Traded Securities - 365 Unilever 19132 0 15851 3281 3281 Publicly Traded Securities - 31 Ulta 16452 0 4326 12126 12126 Publicly Traded Securities - 70 Tractor Supply 15655 0 4380 11275 11275 Publicly Traded Securities - 207 Coca Cola 12357 0 8535 3822 3822 Publicly Traded Securities - 53 Stryker 13997 0 4492 9505 9505 Publicly Traded Securities - 80 Starbucks 8704 0 3098 5606 5606 Publicly Traded Securities - 25000 Regl Trans 25000 0 30126 -5126 -5126 Publicly Traded Securities - 15 Regeneron 11158 0 4173 6985 6985 Publicly Traded Securities - 25000 Reedy Creek 25000 0 29210 -4210 -4210 Publicly Traded Securities - 25000 NYSt Dorm 25000 0 28371 -3371 -3371 Publicly Traded Securities - 50000 NC 5% 50000 0 58974 -8974 -8974 Publicly Traded Securities - 89 Nestled 10381 0 6946 3435 3435 Publicly Traded Securities - 109 Kimberly Clark 13817 0 11659 2158 2158 Publicly Traded Securities - 110 Johnson & Johnson 17350 0 11506 5844 5844 Publicly Traded Securities - 52 Gartner 18211 0 3579 14632 14632 Publicly Traded Securities - 250 Fastenal 13312 0 6146 7166 7166 Publicly Traded Securities - 476 Cognizant 31875 0 23088 8787 8787 Publicly Traded Securities - 100 Checkpoint 12445 0 7494 4951 4951 Publicly Traded Securities - 95 CSL 9917 0 2983 6934 6934 Publicly Traded Securities - 413 Altria 18635 0 17495 1140 1140 Publicly Traded Securities - 28 Align Tech 9145 0 1753 7392 7392 Publicly Traded Securities - 99 Abbott Labs 10609 0 4006 6603 6603 Publicly Traded Securities - 150 Tesla 33041 0 28187 4854 4854 Publicly Traded Securities - 2000 Schwab US Large Cap 990045 0 476588 513457 513457 Publicly Traded Securities - 279 Bristol Myers 18287 0 15738 2549 2549 Publicly Traded Securities - .10 Tencent Holdings 4231 0 4231 0 0 616906 0 9128 0 9128 0 9128 7244 0 0 7244 0 1884 0 0 false false false 0 0 0 false false false false false true FL false false false false false true Pending Bernardine Atkins 5613392529 101 Reedy View Drive Apt 608 Greenville SC 29601 X 0 false false false false false false false false false false false false false false false false false false false false false false false Bernardine Atkins 101 Reedy View Drive Apt 608 Greenville SC 29601 Trustee 35.00 80000 0 0 NONE Stephen Atkins 183 Barbados Drive Jupiter FL 33458 Money Management and Cash Flow Control 97987 0 9852035 125000 0 9977035 0 0 9977035 149656 9827379 491369 491369 9128 0 9128 482241 0 482241 0 482241 666745 0 0 0 0 666745 482241 0 2021 2020 2019 0 0 64366 0 36377 124773 225516 666745 0 0 0 482241 184504 0 0 410020 0 0 0 0 0 0 0 410020 64366 0 36377 124773 184504 X National Multiple Sclerosis 733 Third Ave New York NY 10017 PC Support for MS patients 1000 Live Like Jake Foundation P O Box 31652 Palm Beach Gardens FL 33420 PC Self rescue swim lessons for infants 10000 Make A Wish South Fl 4491 South Stated Rd 7 Fort Lauderdale FL 33314 PC Special wish for ill children 5000 Place of Hope 9078 Isaiah Lane Palm Beach Gardens FL 33418 PC Foster care education 45000 Planned Parenthood 2300 N Florida Mango West Palm Beach FL 33409 PC Support for women's health 8744 The Benjamin School 11000 Ellison Wilson Road North Palm Beach FL 33408 PC Completion of STEM Center 135000 ProPublica 155 Avenue of the Americas New York NY 10013 PC Freedom in journalism 500 SCETV 401 Kennedy St Suite B 1 Spartanburg SC 29302 PC Public television programs 500 Chabad of Greenville 3515 North Street Greenville SC 29615 PC Children's camp scholarships 70038 Conestee Foundation 601 Fork Shoals Rd Greenville SC 29605 PC Summer camp program 25000 Peace Center Foundation 101 West Broad St Greenville SC 29601 PC Artistic endeavors 3099 Greenville Theatre 444 College St Greenville SC 29601 PC Free family night for underprivileged children 40733 Greenville Jewish Federation P O Box 5263 Greenville SC 29606 PC P J Library program 10223 Habitat for Humanityof Greenville P O Box 1207 Greenville SC 29602 PC Homes in Simpsonville and Nicholtown 102200 The Warehouse Theatre 47 Augusta St Greenville SC 29601 PC Playwriting program for middle schoolers 2676 Mill Village Ministeries 1186 Pendleton Place Greenville SC 29611 PC Food share program 50225 Greenville Jewish Film Festival P O Box 17222 Greenville SC 29601 PC Film sponsorship 5232 Sterling Neighborhood Association 113 Minus Street Greenville SC 29601 PC Senior and after school programs to low income community center 2714 Trees Upstate 1309 Grove Road Greenville SC 29605 PC Workforce program 10065 Upstate Circle of Friends 29 Ridgeway Drive Greenville SC 29605 PC Enhance children's programs in minority district 525 Sustaining Way 60 Baxter St Greenville SC 29607 PC Gardening program in low income neighborhoods 20000 Honda Classic Cares 3300 PGA Blvd Palm Beach Gardens FL 33410 PC Scholarships to low income students 5000 Greenville Youth Orchestra 103 Pine Knoll Drive Greenville SC 29609 PC Scholarships for music lessons 2000 Project Host 525 S Academy St Greenville SC 29601 PC Culinary training programs 26800 SC Fair Lending Alliance 1100 Pendleton St Greenville SC 29601 PC Advocating for fair lending legislation 10000 Compass of Carolina 1100 Rutherford Road Greenville SC 29609 PC Breaking the cycle of domestic violence 2500 Friends of the IDF P O Box 4234 New York NY 10163 PC Support for the troops in Israel 1360 Redefining Refuge 401 E Jackson Suite 3300 Tampa FL 33603 PC For sexually exploited women 5000 Metropolitan Arts Council 16 Augusta St Greenville SC 29601 PC Arts programs in Greenville County 500 Various 101 Reedy View Drive Apt 608 Greenville SC 29601 PC Various small donations 4480 606114 Sun coast High School Foundation 1717 Avenue S Riviera Beach FL 33404 PC Education opportunities in minority school 5000 5000 0 1 12083 0 0 1 169360 0 0 1 0 647980 0 181443 647980 829423 8 Increase corpus of fund false false false false false false false false false false Does not accept donations Schwab 2023-12 1753-01 0 0 0 0 0 Corporate Stock 6365597 9075373 0 0 142414 121307 Land 0 0 Buildings 0 0 Leasehold improvements 0 0 Equipment 0 0 Legal Advice 2568 2568 0 0 Utilities 1611 0 0 0 Brokerage Fees 419 419 0 0 Office Expenses 1363 0 0 0 Subscriptions 631 0 0 631 Management Fees 97987 97987 0 0 Foreign Taxes Paid 4488 4488 0 0 Federal Income Tax 12761 0 0 0