2025-01-14T20:09:11-06:00 2024-08-31 231994281 ZWEIG RAMICK & ASSOCIATES 3466 PROGRESS DR STE 108 BENSALEM PA 19020 990PF 2023-09-01 223753685 THE DAVID R AND PATRICIA D ATKINSON FOUNDATION DAVI 6093752076 259 NASSAU STREET 429 PRINCETON NJ 08542 STEVEN ATKINSON TRUSTEE 6093752076 2025-01-14 1 0 DAVID J BORTON P01392742 2156451311 2023 2024-10-15 13:58:12Z X 145884044 X 500000 44 44 4146088 4146088 731600 55985088 731600 5377732 4877732 0 0 0 150 150 0 29 29 0 171940 121940 0 392508 392420 0 564627 514539 0 7309063 7309063 7873690 514539 7309063 -2495958 4363193 18790724 11255807 11255807 92698026 97754050 134628237 111488750 109009857 145884044 0 0 X 3569538 3569538 0 0 107919212 105440319 111488750 109009857 111488750 109009857 111488750 -2495958 82698 109075490 65633 109009857 GOLDMAN SACHS - NOMINEE 55985088 55253488 731600 731600 731600 60648 0 60648 0 60648 73632 0 0 0 73632 2 12982 12982 0 0 0 0 0 0 0 0 0 0 0 1 1 1 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 385500 0 0 116004353 18823883 0 134828236 0 0 134828236 2022424 132805812 6640291 6640291 60648 60648 6579643 0 6579643 0 6579643 7309063 0 7309063 6579643 6928322 0 0 7309063 6928322 0 0 380741 0 0 0 0 0 0 0 0 6198902 0 0 0 DAVID R ATKINSON PATRICIA D ATKINSON X ALPHA HOUSE 701 FIFTH AVE NORTH ST PETERSBURG FL 33701 NONE 501(C)(3) GENERAL 10000 ALZHEIMER'S ASSOCIATION 225 NMICHIGAN AVE-FLOOR 17 CHICAGO IL 60601 NONE 501(C)(3) GENERAL 25000 AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE 1200 NEW YORK AVENUE NW WASHINGTON DC 20005 NONE 501(C)(3) GENERAL 40000 ANCHOR HOUSE 482 CENTRE STREET TRENTON NJ 08611 NONE 501(C)(3) GENERAL 35000 APAW POBOX 162 PRINCETON JCT NJ 08550 NONE 501(C)(3) GENERAL 25000 BARD PRISON INITIATIVE POBOX 5000 ANNANDALEONHUDSON NY 12504 NONE 501(C)(3) GENERAL 75000 BOYS AND GIRLS CLUB OF MERCER COUNTY 212 CENTRE STREET TRENTON NJ 08611 NONE 501(C)(3) GENERAL 45000 BUCKS COUNTY CHILDREN'S MUSEUM 500 UNION SQUARE DRIVE NEW HOPE PA 18938 NONE 501(C)(3) GENERAL 60000 CANINE PARTNERS FOR LIFE POBOX 170 COCHRANVILLE PA 19330 NONE 501(C)(3) GENERAL 25000 CAPE MAY CITY VOLUNTEER FIRE DEPT POBOX 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 1400 65TH STREET - SUITE 200 EMERVILLE CA 94608 NONE 501(C)(3) GENERAL 60000 CLIMATE CENTRAL ONE PALMER SQUARE - SUITE 330 PRINCETON NJ 08542 NONE 501(C)(3) GENERAL 100000 CORNELL UNIVERSITY 1 DAY HALL ITHACA NY 14850 NONE 501(C)(3) GENERAL 1466980 DOCTORS WITHOUT BORDERS 40 RECTOR STREET - FLOOR 16 NEW YORK NY 10006 NONE 501(C)(3) GENERAL 1100000 DOGS FOR BETTER LIVES 10175 WHEELER ROAD CENTRAL POINT OR 97502 NONE 501(C)(3) GENERAL 20000 ELIXIR FUND POBOX 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 1169083 FAMILY SERVICE ASSOCIATION OF BUCKS COUNTY 4 CORNERSTONE DRIVE LANGHORNE PA 19047 NONE 501(C)(3) GENERAL 40000 FEEDING AMERICA 161 NORTH CLARK ST - STE 700 CHICAGO IL 60601 NONE 501(C)(3) GENERAL 250000 FREE LIBRARY FOUNDATION OF PHILADELPHIA 1901 VINE STREET - SUITE 111 PHILADELPHIA PA 19103 NONE 501(C)(3) GENERAL 55000 FRESH AIR FUND 633 THIRD AVENUE NEW YORK NY 10017 NONE 501(C)(3) GENERAL 35000 FRIENDS OF PRINCETON OPEN SPACE POBOX 374 PRINCETON NJ 08542 NONE 501(C)(3) GENERAL 30000 HABITAT FOR HUMANITY OF B&MC 530 ROUTE 38 EAST MAPLE SHADE NJ 08052 NONE 501(C)(3) GENERAL 50000 HEIFER PROJECT INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK AR 72202 NONE 501(C)(3) GENERAL 30000 HOMEFRONT 1880 PRINCETON AVE LAWRENCEVILLE NJ 08648 NONE 501(C)(3) GENERAL 200000 KAKENYA'S DREAM 4250 NORTH FAIRFAX DRIVE ARLINGTON VA 22203 NONE 501(C)(3) GENERAL 10000 LAWRENCEVILLE SCHOOL 2500 MAIN ST LAWRENCEVILLE NJ 08648 NONE 501(C)(3) GENERAL 50000 LYMPHOMA RESEARCH FOUNDATION 88 PINE STREET - SUITE 2400 NEW YORK NY 10005 NONE 501(C)(3) GENERAL 35000 MADISON VALLEY HOSPITAL FOUNDATION POBOX 993 ENIS MT 59729 NONE 501(C)(3) GENERAL 4000 MAKE-A-WISH FOUNDATION 5 VALLEY SQUARE - SUITE 210 BLUE BELL PA 19422 NONE 501(C)(3) GENERAL 15000 MCCARTER THEATER 91 UNIVERSITY PLACE PRINCETON NJ 08540 NONE 501(C)(3) GENERAL 9000 MEALS ON WHEELS OF MERCER COUNTY 320 HOLLOWBROOK DRIVE EWING NJ 08638 NONE 501(C)(3) GENERAL 55000 MEMORIAL SLOAN KETTERING CANCER CENTER 885 SECOND AVE - FLOOR 8 NEW YORK NY 10017 NONE 501(C)(3) GENERAL 60000 MIDATLANTIC CENTER FOR THE ARTS (MAC) POBOX 340 CAPE MAY NJ 08204 NONE 501(C)(3) GENERAL 15000 MIRIAM'S KITCHEN 2401 VIRGINIA AVE NW WASHINGTON DC 20037 NONE 501(C)(3) GENERAL 25000 NEW EGYPT UNITED METHODIST CHURCH 38 NORTH MAIN STREET NEW EGYPT NJ 08533 NONE 501(C)(3) GENERAL 95000 NEW HOPE ARTS 2 STOCKTON AVE NEW HOPE PA 18938 NONE 501(C)(3) GENERAL 15000 NEW JERSEY AUDUBON SOCIETY 9 HARDSCRABBLE ROAD BERNARDSVILLE NJ 07924 NONE 501(C)(3) GENERAL 2000 PRINCETON MEDICAL CENTER FOUNDATION 5 PLAINSBORO ROAD - SUITE 365 PLAINSBORO NJ 08536 NONE 501(C)(3) GENERAL 50000 PROJECT FREEDOM AT HAMILTON 1 FREEDOM BLVD LAWRENCEVILLE NJ 08648 NONE 501(C)(3) GENERAL 5000 PROPUBLICA 155 AVENUE OF THE AMERICAS - FLOOR 13 NEW YORK NY 10013 NONE 501(C)(3) GENERAL 100000 ROCKY MOUNTAIN INSTITUTE 2490 JUNCTION PLACE - SUITE 200 BOULDER CO 80302 NONE 501(C)(3) GENERAL 60000 SCIENCENTER DISCOVERY MUSEUM 601 FIRST STREET ITHACA NY 14850 NONE 501(C)(3) GENERAL 12000 STMARY MEDICAL CENTER FOUNDATION 1207 LANGHORNE NEWTON RD LANGHORNE PA 19047 NONE 501(C)(3) GENERAL 50000 STRIVE 205 EAST 122ND ST - 3RD FL NEW YORK NY 10035 NONE 501(C)(3) GENERAL 50000 THE CENTER FOR DISCOVERY POBOX 840 HARRIS NY 12742 NONE 501(C)(3) GENERAL 25000 THE NATURE CONSERVANCY 555 E NORTH LANE SUITE 6030 CONSHOHOCKEN PA 19428 NONE 501(C)(3) GENERAL 30000 THE NEW YORK TIMES NEEDIEST 620 EIGHTH AVENUE NEW YORK NY 10018 NONE 501(C)(3) GENERAL 70000 THE SALVATION ARMY - NATIONAL DIVISION 615 SLATERS LANE ALEXANDRIA VA 22314 NONE 501(C)(3) GENERAL 40000 THE SEEING EYE POBOX 375 MORRISTOWN NJ 07963 NONE 501(C)(3) GENERAL 15000 TRENTON AREA SOUP KITCHEN 72 1/2 ESCHER STREET TRENTON NJ 08605 NONE 501(C)(3) GENERAL 40000 URBAN PROMISE INTERNATIONAL-CELDI POBOX 156 PENNSAUKEN NJ 08110 NONE 501(C)(3) GENERAL 170000 VISITATION HOME POBOX 11242 HAMILTON NJ 08620 NONE 501(C)(3) GENERAL 25000 WHYY TV 12 150 NORTH SIXTH STREET PHILADELPHIA PA 19106 NONE 501(C)(3) GENERAL 85000 WILDLIFE CENTER FRIENDS POBOX 161 TITUSVILLE NJ 08560 NONE 501(C)(3) GENERAL 5000 YANA MINISTRY 18 ESSEX ROAD PARAMUS NJ 07652 NONE 501(C)(3) GENERAL 70000 YARDLEY-MAKEFIELD EMS 1140 EDGEWOOD ROAD YARDLEY PA 19067 NONE 501(C)(3) GENERAL 5000 YARDLEY-MAKEFIELD FIRE POBOX 221 YARDLEY PA 19067 NONE 501(C)(3) GENERAL 3000 ARTS & CULTURAL COUNCIL OF BUCKS COUNTY 275 SWAMP ROAD NEWTON PA 18940 NONE 501(C)(3) GENERAL 10000 NEW EGYPT HISTORICAL SOCIETY 125 NEW EGYPT ALLENTOWN ROAD NEW EGYPT NJ 08533 NONE 501(C)(3) GENERAL 15000 7309063 0 14 44 14 4146088 18 731600 0 4877732 0 4877732 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID R ATKINSON 259 NASSAU STREET 429 PRINCETON NJ 08542 450000 X 2 PATRICIA D ATKINSON 259 NASSAU STREET 429 PRINCETON NJ 08542 50000 X ACCOUNTING 150 150 0 PUBLICLY TRADED SECURITIES 97754050 134628237 RECLAIMABLE FOREIGN TAX 65633 OFFICE EXPENSE 88 0 0 ADR & CUSTODY FEES 6920 6920 0 MANAGEMENT FEES 385500 385500 0 REFUND OF RECLAIMABLE FOREIGN TAX 82698 WITHHELD FOREIGN TAXES 121940 121940 0 990-PF TAX 50000 0 0