2026-07-15T21:19:37-05:00 2025-08-31 231994281 ZWEIG RAMICK & ASSOCIATES 3466 PROGRESS DR STE 108 BENSALEM PA 19020 990PF 2024-09-01 223753685 THE DAVID R AND PATRICIA D ATKINSON FOUNDATION DAVI 6093752076 259 NASSAU STREET 429 PRINCETON NJ 08542 STEVEN R ATKINSON TRUSTEE 6093752076 2026-07-15 1 0 DAVID J BORTON P01392742 2156451311 2024 2025-03-06 01:10:19Z X 193359120 X 50499500 41 41 4719676 4719676 41930231 124281252 41930231 97149448 46649948 0 0 0 12310 12310 0 67 67 0 517781 114781 0 340534 340493 0 870692 467651 0 7311000 7311000 8181692 467651 7311000 88967756 46182297 11255807 38313481 38313481 97754050 124103290 155045639 109009857 162416771 193359120 0 0 X 3569538 3569538 0 0 105440319 158847233 109009857 162416771 109009857 162416771 109009857 88967756 91524 198069137 35652366 162416771 GOLDMAN SACHS - NOMINEE 124281252 82351021 41930231 41930231 41930231 641934 0 641934 0 641934 570982 0 90000 0 660982 X 9100 9948 9948 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 0 0 0 0 0 1 N/A STEVEN ATKINSON 6093752076 259 NASSAU STREET 429 PRINCETON NJ 08542 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID R ATKINSON 259 NASSAU STREET 429 PRINCETON NJ 08542 TRUSTEE 1.00 0 0 0 PATRICIA D ATKINSON 259 NASSAU STREET 429 PRINCETON NJ 08542 TRUSTEE 1.00 0 0 0 STEVEN R ATKINSON 259 NASSAU STREET 429 PRINCETON NJ 08542 TRUSTEE 1.00 0 0 0 PAUL D ATKINSON 259 NASSAU STREET 429 PRINCETON NJ 08542 TRUSTEE 1.00 0 0 0 NONE 0 TMN ASSOCIATES 174 NASSAU STREET 132 PRINCETON NJ 08542 MANAGEMENT & INVESTING SERVICES 331501 0 0 157348425 29122039 0 186470464 0 0 186470464 2797057 183673407 9183670 9183670 641934 641934 8541736 0 8541736 0 8541736 7311000 0 7311000 8541736 6198902 0 0 7311000 6198902 0 0 1112098 0 0 0 0 0 0 0 0 7429638 0 0 0 DAVID R ATKINSON PATRICIA D ATKINSON X ALZHEIMER'S ASSOCIATION 225 NMICHIGAN AVE-FLOOR 17 CHICAGO IL 60601 NONE 501(C)(3) GENERAL 25000 APAW PO BOX 162 PRINCETON JCT NJ 08550 NONE 501(C)(3) GENERAL 25000 BUCKS COUNTY CHILDREN'S MUSEUM 500 UNION SQUARE DRIVE NEW HOPE PA 18938 NONE 501(C)(3) GENERAL 70000 CAPE MAY CITY VOLUNTEER FIRE DEPT PO BOX 375 CAPE MAY NJ 08204 NONE 501(C)(3) GENERAL 3000 CARE 151 ELLIS STREET NE ATLANTA GA 30303 NONE 501(C)(3) GENERAL 1000000 CENTER FOR INVESTIGATIVE REPORTING PO BOX 584 SAN FRANCISCO CA 94104 NONE 501(C)(3) GENERAL 60000 CLIMATE CENTRAL ONE PALMER SQUARE - SUITE 330 PRINCETON NJ 08542 NONE 501(C)(3) GENERAL 100000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET - FLOOR 16 NEW YORK NY 10006 NONE 501(C)(3) GENERAL 1100000 ELIXIR FUND PO BOX 326 PRINCETON JCT NJ 08550 NONE 501(C)(3) GENERAL 35000 ENVIRONMENTAL DEFENSE FUND 257 PARK AVE SOUTH NEW YORK NY 10010 NONE 501(C)(3) GENERAL 175000 FEEDING AMERICA 161 NORTH CLARK ST - STE 700 CHICAGO IL 60601 NONE 501(C)(3) GENERAL 200000 FRIENDS OF PRINCETON OPEN SPACE PO BOX 374 PRINCETON NJ 08542 NONE 501(C)(3) GENERAL 30000 HOMEFRONT 1880 PRINCETON AVE LAWRENCEVILLE NJ 08648 NONE 501(C)(3) GENERAL 200000 LAWRENCEVILLE SCHOOL 2500 MAIN ST LAWRENCEVILLE NJ 08648 NONE 501(C)(3) GENERAL 15000 LYMPHOMA RESEARCH FOUNDATION 88 PINE STREET - SUITE 2400 NEW YORK NY 10005 NONE 501(C)(3) GENERAL 35000 MEMORIAL SLOAN KETTERING CANCER CENTER 885 SECOND AVE - FLOOR 8 NEW YORK NY 10017 NONE 501(C)(3) GENERAL 60000 NEW EGYPT UNITED METHODIST CHURCH 38 NORTH MAIN STREET NEW EGYPT NJ 08533 NONE 501(C)(3) GENERAL 20000 PRINCETON HEALTHCARE CENTER FOUNDATION 5 PLAINSBORO ROAD - SUITE 365 PLAINSBORO NJ 08536 NONE 501(C)(3) GENERAL 50000 PROPUBLICA 155 AVENUE OF THE AMERICAS - FLOOR 13 NEW YORK NY 10013 NONE 501(C)(3) GENERAL 100000 ST MARY MEDICAL CENTER FOUNDATION 1207 LANGHORNE NEWTON RD LANGHORNE PA 19047 NONE 501(C)(3) GENERAL 50000 THE CENTER FOR DISCOVERY PO BOX 840 HARRIS NY 12742 NONE 501(C)(3) GENERAL 25000 NEW YORK TIMES COMMUNITIES FUND 620 EIGHTH AVENUE NEW YORK NY 10018 NONE 501(C)(3) GENERAL 70000 YANA MINISTRY 2 UNIVERSITY PLAZA DRIVE HACKENSACK NJ 07601 NONE 501(C)(3) GENERAL 80000 YARDLEY-MAKEFIELD EMS 1140 EDGEWOOD ROAD YARDLEY PA 19067 NONE 501(C)(3) GENERAL 5000 YARDLEY-MAKEFIELD FIRE PO BOX 221 YARDLEY PA 19067 NONE 501(C)(3) GENERAL 3000 GS DONOR ADVISED PHILANTHROPY FUND PO BOX 15203 ALBANY NY 12212 NONE 501(C)(3) GENERAL 3775000 7311000 0 14 41 14 4719676 18 41930231 0 46649948 0 46649948 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID R ATKINSON 259 NASSAU STREET 429 PRINCETON NJ 08542 46125692 X 2 PATRICIA D ATKINSON 259 NASSAU STREET 429 PRINCETON NJ 08542 4373808 X 1 90,000 SHS ABT, 99,400 SHS KO, 180,000 SHS JCI, 180,000 SHS NEE 46125692 2024-09-16 2 10,000 SHS ABT, 600 SHS KO, 20,000 SHS JCI, 20,000 SHS NEE 4373808 2024-09-16 ACCOUNTING 12310 12310 0 THE NEW JERSEY ATTORNEY GENERAL DOES NOT WANT A COPY OF THE FORM 990-PF AND SENDS THE RETURN BACK IF SENT. PUBLICLY TRADED SECURITIES 124103290 155045639 RECLAIMABLE FOREIGN TAX 103229 BOOK/TAX DIFFERENCE IN CONTRIBUTION OF SECURITIES RECEIVED 35549137 OFFICE EXPENSE 41 0 0 ADR & CUSTODY FEES 7580 7580 0 MANAGEMENT FEES 331501 331501 0 CONFERENCE EXPENSE 1412 1412 0 REFUND OF RECLAIMABLE FOREIGN TAX 91524 WITHHELD FOREIGN TAXES 114781 114781 0 990-PF TAX 403000 0 0