Nonprofit · EIN 22-3753685
DAVID R & PATRICIA D ATKINSON FOUNDATION
Tax-exempt · PRINCETON, NJ 08542
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $97,149,448 | $8,181,692 | $88,967,756 | $162,416,771 | $0 | $162,416,771 |
| August 31, 2024 | 990-PF | $5,377,732 | $7,873,690 | -$2,495,958 | $109,009,857 | $0 | $109,009,857 |
| August 31, 2023 | 990-PF | $5,093,903 | $7,518,594 | -$2,424,691 | $111,488,750 | $0 | $111,488,750 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $50,499,500
- Dividends
- $4,719,676
- Interest
- $41
- Net gain from sales of assets
- $41,930,231
Expenses
- Grants and similar amounts paid
- $7,311,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $7,311,000
- Excise tax on investment income
- $641,934
Balance sheet and other
- Total assets, start of year
- $109,009,857
- Total assets, end of year
- $162,416,771
- Total liabilities, end of year
- $0
- Net assets, end of year
- $162,416,771
- Fair market value of assets
- $193,359,120
- Qualifying distributions
- $7,311,000
- Net investment income
- $46,649,948
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R ATKINSON 259 NASSAU STREET 429, PRINCETON, NJ 08542 | TRUSTEE | 1 | $0 |
| PATRICIA D ATKINSON 259 NASSAU STREET 429, PRINCETON, NJ 08542 | TRUSTEE | 1 | $0 |
| STEVEN R ATKINSON 259 NASSAU STREET 429, PRINCETON, NJ 08542 | TRUSTEE | 1 | $0 |
| PAUL D ATKINSON 259 NASSAU STREET 429, PRINCETON, NJ 08542 | TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R ATKINSON 259 NASSAU STREET 429, PRINCETON, NJ 08542 | TRUSTEE | 1 | $0 |
| PATRICIA D ATKINSON 259 NASSAU STREET 429, PRINCETON, NJ 08542 | TRUSTEE | 1 | $0 |
| STEVEN R ATKINSON 259 NASSAU STREET 429, PRINCETON, NJ 08542 | TRUSTEE | 1 | $0 |
| PAUL D ATKINSON 259 NASSAU STREET 429, PRINCETON, NJ 08542 | TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R ATKINSON 259 NASSAU STREET 429, PRINCETON, NJ 08542 | TRUSTEE | 1 | $0 |
| PATRICIA D ATKINSON 259 NASSAU STREET 429, PRINCETON, NJ 08542 | TRUSTEE | 1 | $0 |
| STEVEN R ATKINSON 259 NASSAU STREET 429, PRINCETON, NJ 08542 | TRUSTEE | 1 | $0 |
| PAUL D ATKINSON 259 NASSAU STREET 429, PRINCETON, NJ 08542 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 259 NASSAU STREET 429, PRINCETON, NJ 08542-4609
- In care of
- % DAVID R ATKINSON
- Signed the 990-PF
- STEVEN R ATKINSON, TRUSTEE
- Phone
- (609) 375-2076
- Return prepared by
- ZWEIG RAMICK & ASSOCIATES
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 22-3753685
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $162,416,771
- Income (IRS master file)
- $179,500,469
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $97,149,448 | $8,181,692 | $162,416,771 | XML |
| 990-PF | August 2024 | $5,377,732 | $7,873,690 | $109,009,857 | XML |
| 990-PF | August 2023 | $5,093,903 | $7,518,594 | $111,488,750 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-3753685).
Questions about DAVID R & PATRICIA D ATKINSON FOUNDATION
- What is the EIN of DAVID R & PATRICIA D ATKINSON FOUNDATION?
- The employer identification number (EIN) of DAVID R & PATRICIA D ATKINSON FOUNDATION is 22-3753685.
- Is DAVID R & PATRICIA D ATKINSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to DAVID R & PATRICIA D ATKINSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID R & PATRICIA D ATKINSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID R & PATRICIA D ATKINSON FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVID R & PATRICIA D ATKINSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of DAVID R & PATRICIA D ATKINSON FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does DAVID R & PATRICIA D ATKINSON FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $97,149,448, expenses of $8,181,692 and total assets of $162,416,771 at year end.
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