Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
ROBERT L CORKIN CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO GEORGE KAPLAN 115 BIGELOW DRIV
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SUDBURY, MA01776
A Employer identification number

05-6022654
B Telephone number (see instructions)

(508) 481-4000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$34,593,654J 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) 808,550
2 Check bullet.............
3 Interest on savings and temporary cash investments 623 623  
4 Dividends and interest from securities... 490,614 490,614  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,055,832
b Gross sales price for all assets on line 6a 14,922,627
7 Capital gain net income (from Part IV, line 2)... 1,055,832
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 458,521 458,521  
12 Total. Add lines 1 through 11........ 2,814,140 2,005,590  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 12,500 0   12,500
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 17,115 8,557   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 61,677 9,642   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 527,731 369,976   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 619,023 388,175   12,500
25 Contributions, gifts, grants paid....... 1,484,426 1,484,426
26 Total expenses and disbursements. Add lines 24 and 25 2,103,449 388,175   1,496,926
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 710,691
b Net investment income (if negative, enter -0-) 1,617,415
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. -1,266,034 25,366 25,366
2 Savings and temporary cash investments......... 2,032,883 1,894,017 1,894,017
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 28,210,742 Click to see attachment27,747,875 32,662,867
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment8,963 11,404
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 28,977,591 29,676,221 34,593,654
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 28,977,591 29,676,221
29 Total net assets or fund balances (see instructions)..... 28,977,591 29,676,221
30 Total liabilities and net assets/fund balances (see instructions). 28,977,591 29,676,221
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
28,977,591
2
Enter amount from Part I, line 27a .....................
2
710,691
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
29,688,282
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
12,061
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
29,676,221
Form 990-PF (2020)
Form 990-PF (2020)
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 - SHORT-TERM P    
b PUBLICLY TRADED SECURITIES - LONG-TERM P    
c
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 5,430,165   5,541,514 -111,349
b 9,492,462   8,325,281 1,167,181
c
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       -111,349
b       1,167,181
c
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 1,055,832
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Bullet 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)
b Reserved................................ 1 22,482
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% 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 22,482
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 22,482
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 58,607
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 58,607
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 36,125
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet36,125 RefundedBullet 11 0
Part VII-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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletRI
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletGEORGE KAPLAN Telephone no.bullet (508) 481-4000

    Located atbulletC/O GEORGE KAPLAN 115 BIGELOW DRIVESUDBURYMA ZIP+4bullet01776
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 bullet
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
    No
    ........bullet
    c
    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 2020?.............
    1c
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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
    MARJORIE C KAPLAN TRUSTEE
    5.00     		34,895 0 0
    C/O ENTWISTLE CO 6 BIGELOW STREET
    HUDSON,MA01749
    THOMAS O KATZ TRUSTEE
    5.00     		34,895 0 0
    C/O KATZ BASKIE LLC 2255 GLADES
    ROAD SUITE 240W
    BOCA RATON,FL33431
    DALE F ECK TRUSTEE
    5.00     		34,895 0 0
    C/O ENTWISTLE CO 6 BIGELOW STREET
    HUDSON,MA01749
    LEE MANNING TRUSTEE
    5.00     		34,895 0 0
    C/O ENTWISTLE CO 6 BIGELOW STREET
    HUDSON,MA01749
    MARY LOU SULLIVAN ADMINISTRATOR
    5.00     		12,500 0 0
    C/O ENTWISTLE CO 6 BIGELOW STREET
    HUDSON,MA01749
    STEVEN CORKIN TRUSTEE
    5.00     		18,175 0 0
    C/O ENTWISTLE CO 6 BIGELOW STREET
    HUDSON,MA01749
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-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 IX-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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    30,091,035
    b
    Average of monthly cash balances.......................
    1b
    757,440
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    30,848,475
    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
    30,848,475
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    462,727
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    30,385,748
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,519,287
    Part XI
    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 X, line 6....................
    1
    1,519,287
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    22,482
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,482
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,496,805
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,496,805
    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 XIII, line 1 ...
    7
    1,496,805
    Part XII
    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
    1,496,926
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    1,496,926
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,496,926
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,496,805
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,120,380
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,496,926
    a Applied to 2019, but not more than line 2a 1,120,380
    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 2020 distributable amount..... 376,546
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,120,259
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, enter the date of the ruling....... bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    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 bullet
    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 (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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
    ABBY'S HOUSE
    52 HIGH STREET
    WORCESTER,MA01609     		NONE PUBLIC CHARITY GENERAL SUPPORT 500
    AIDS ACTION COMMITTEE OF MASSACHUSETTS
    75 AMORY STREET
    BOSTON,MA02119     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    AMERICAN HEART ASSOCIATION
    300 5TH AVE
    WALTHAM,MA02451     		NONE PUBLIC CHARITY GENERAL SUPPORT 600
    ASSABET VALLEY REGIONAL HIGH SCHOOL
    215 FITCHBURG STREET
    MARLBORO,MA01752     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    AUGUSTANTA COLLEGE
    OFFICE OF ADVANCEMENT 639 38TH
    STREET
    ROCK ISLAND,IL612012296     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    BELMONT HILL SCHOOL
    350 PROSPECT STREET
    BELMONT,MA02478     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,250
    BENTLEY UNIVERSITY
    175 FOREST STREET
    WALTHAM,MA024524705     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON ROAD
    KANAB,UT84741     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,500
    BOSTON CHILDREN'S HOSPITAL
    401 PARK DRIVE SUITE 602
    BOSTON,MA02215     		NONE PUBLIC CHARITY GENERAL SUPPORT 455,000
    BOSTON UNIVERSITY
    ONE SILBER WAY
    BOSTON,MA02215     		NONE PUBLIC CHARITY GENERAL SUPPORT 20,000
    BOYS & GIRLS CLUB OF METRO WEST
    169 PLEASANT STREET
    MARLBORO,MA01752     		NONE PUBLIC CHARITY GENERAL SUPPORT 30,000
    BRAIN TUMOR SOCIETY
    55 CHAPEL STREET SUITE 200
    NEWTON,MA02458     		NONE PUBLIC CHARITY GENERAL SUPPORT 7,500
    BRANDEIS UNIVERSITY
    415 SOUTH STREET
    WALTHAM,MA02454     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    BRIMMER & MAY SCHOOL
    69 MIDDLESEX ROAD
    CHESTNUT HILL,MA02467     		NONE PUBLIC CHARITY GENERAL SUPPORT 200,000
    BROOKWOOD SCHOOL
    1 BROOKWOOD ROAD
    MANCHESTER BY THE SEA,MA01964     		NONE PUBLIC CHARITY GENERAL SUPPORT 17,500
    CHAPS INC
    78 MAIN STREET
    HUDSON,MA01749     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    CONCORD FIREFIGHTERS RELIEF FUND
    PO BOX 4
    CONCORD,MA01742     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    CONCORD POLICE DEPARTMENT RELIEF FUND
    219 WALDEN STREET
    CONCORD,MA01742     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    DANNY DID FOUNDATION
    3008 CENTRAL STREET SUITE 203
    EVANSTON,IL60201     		NONE PUBLIC CHARITY GENERAL SUPPORT 250
    FILM INDEPENDENT
    5670 WILSHIRE BLVD 9TH FLOOR
    LOS ANGELES,CA90036     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,250
    FRANCISCAN CHILDREN'S
    30 WARREN STREET
    BRIGHTON,MA02135     		NONE PUBLIC CHARITY GENERAL SUPPORT 30,000
    GATEWAY ARTS
    62 HARVARD STREET 2ND FLOOR
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY GENERAL SUPPORT 500
    HEBREW SENIOR LIFE
    1200 CENTRE STREET
    BOSTON,MA021311097     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    HEMA
    8 FORGE PARK EAST
    FRANKLIN,MA02038     		NONE PUBLIC CHARITY GENERAL SUPPORT 55,876
    HORIZON FOR HOMELESS CHILDREN
    1705 COLUMBUS AVENUE
    ROXBURY,MA02119     		NONE PUBLIC CHARITY GENERAL SUPPORT 30,500
    HUDSON HIGH SCHOOL
    69 BRIGHAM STREET
    HUDSON,MA01749     		NONE GOVERNMENT GENERAL SUPPORT 5,000
    HUDSON PUBLIC LIBRARY
    3 WASHINGTON STREET
    HUDSON,MA01749     		NONE GOVERNMENT GENERAL SUPPORT 1,500
    HULL YOUTH BASEBALL
    PO BOX 29
    HULL,MA02045     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,600
    INSTITUTE OF CONTEMPORARY ART BOSTON
    25 HARBOR SHORE DRIVE
    BOSTON,MA02210     		NONE PUBLIC CHARITY GENERAL SUPPORT 60,000
    JAKE KENNEDY ALS FUND-UMASS MEDICAL SCHOOL OFFICE OF ADVANCEMENT
    C/O KIM CANTY 333 SOUTH STREET
    SHREWSBURY,MA01545     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    JEWISH VOCATIONAL SERVICES
    75 FEDERAL STREET 3RD FLOOR
    BOSTON,MA02110     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    LEXINGTON INTERFAITH FOOD PANTRY
    PO BOX 635
    LEXINGTON,MA02420     		NONE PUBLIC CHARITY GENERAL SUPPORT 500
    LINCOLN-SUDBURY SCHOLARSHIP FUND
    390 LINCOLN ROAD
    SUDBURY,MA01776     		NONE GOVERNMENT GENERAL SUPPORT 10,000
    MAKE-A-WISH FOUNDATION OF MASSACHUSETTS
    133 FEDERAL STREET 2ND FLOOR
    BOSTON,MA02110     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,500
    MARINE TOYS FOR TOTS FOUNDATION
    36 MACARTHUR AVENUE BUILDING 686
    DEVENS,MA01434     		NONE PUBLIC CHARITY GENERAL SUPPORT 250
    MASSACHUSETTS 4-H FOUNDATION
    1671 WORCESTER ROAD SUITE 403
    FRAMINGHAM,MA017015408     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,500
    MSPCA-ANGELL
    350 SOUTH HUNTINGTON AVENUE
    BOSTON,MA021304803     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
    101 SOUTH INDEPENDENCE MALL EAST
    PHILADELPHIA,PA19106     		NONE PUBLIC CHARITY GENERAL SUPPORT 8,500
    NEADS
    PO BOX 1100
    PRINCETON,MA01541     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    PAN MASS CHALLENGE
    77TH AVENUE
    NEEDHAM,MA02494     		NONE PUBLIC CHARITY GENERAL SUPPORT 500
    PANCREATIC CANCER ACTION NETWORK
    1050 CONNECTICUT AVE NW
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    PROJECT STEP
    301 MASSACHUSETTS AVENUE
    BOSTON,MA021154557     		NONE PUBLIC CHARITY GENERAL SUPPORT 15,000
    PROVISION MINISTRY INC
    7 THOMAS NEWTON DRIVE
    WESTBORO,MA01581     		NONE PUBLIC CHARITY GENERAL SUPPORT 6,600
    RIVER'S EDGE ARTS ALLIANCE
    155 APLSEY STREET
    HUDSON,MA01749     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    SMART FROM THE START
    68 ANNUNCIATION ROAD
    BOSTON,MA02120     		NONE PUBLIC CHARITY GENERAL SUPPORT 62,500
    SNOW COLLEGE OFFICE OF ADVANCEMENT
    150 EAST COLLEGE AVENUE
    EPHRAIM,UT84627     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    STRUGGLE TO SAVE ETHIOPIAN JEWRY INC
    459 COLUMBUS AVENUE SUITE 316
    NEW YORK,NY10024     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    TEMPLE ISRAEL
    477 LONGWOOD AVENUE
    BOSTON,MA022155396     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    THE GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVENUE
    BOSTON,MA02118     		NONE PUBLIC CHARITY GENERAL SUPPORT 30,000
    THE LESLIE ST FANG FOUNDATION
    7 BULFINCH PLACE PO BOX 8069
    BOSTON,MA02114     		NONE PRIVATE FOUNDATION GENERAL SUPPORT 10,000
    THE MASSACHUSETTS GENERAL HOSPITAL FUND
    125 NASHUA STREET SUITE 540
    BOSTON,MA02114     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    THE NATIONAL JEWISH CENTER FOR LEARNING & LEADERSHIP
    440 PARK AVENUE SOUTH - 4TH FLOOR
    NEW YORK,NY100168012     		NONE PUBLIC CHARITY GENERAL SUPPORT 41,500
    THE RIVER SCHOOL CONSERVATORY
    333 WINTER STREET
    WESTON,MA024931040     		NONE PUBLIC CHARITY GENERAL SUPPORT 24,250
    THREE SQUARES NEW ENGLAND
    PO BOX 31
    BELMONT,MA02478     		NONE PUBLIC CHARITY GENERAL SUPPORT 500
    TOWN OF HUDSON DEPARTMENT OF VETERANS SERVICES
    78 MAIN STREET
    HUDSON,MA01749     		NONE GOVERNMENT GENERAL SUPPORT 10,000
    TRUSTEES OF UNIVERSITY OF PENNSYLVANIA
    OFFICE OF THE TREASURER PO BOX
    71332
    PHILADELPHIA,PA191769913     		NONE PUBLIC CHARITY GENERAL SUPPORT 12,500
    UMASS MEMORIAL MEDICAL CENTER (NEONATAL ICU PATIENT FUND)
    MEMORIAL CAMPAS 119 BELMONT STREET
    WORCESTER,MA01605     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    UNIVERSITY OF DENVER
    PO BOX 5804
    DENVER,CO802179915     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    VICTORY PROGRAMS INC
    965 MASSACHUSETTS AVENUE
    BOSTON,MA02118     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    WORCESTER COUNTY FOOD BANK
    474 BOSTON TURNPIKE
    SHREWSBURY,MA01545     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    ZOO NEW ENGLAND
    1 FRANKLIN PARK ROAD
    BOSTON,MA02121     		NONE PUBLIC CHARITY GENERAL SUPPORT 100,000
    Total .................................bullet 3a 1,484,426
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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 ...........     		    14 623  
    4 Dividends and interest from securities....     14 490,614  
    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.....     14 458,521  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,055,832  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,005,590 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,005,590
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    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.
    Bullet Bullet
    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 PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    ROBERT L CORKIN CHARITABLE FOUNDATION
     
    Employer identification number

    05-6022654
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    ROBERT L CORKIN CHARITABLE FOUNDATION
          		Employer identification number
    05-6022654
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CORKIN CHARITABLE LEAD TRUST
     
    2255 GLADES RD STE 240
     
    BOCA RATON, FL33431

    		$ 808,550


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    ROBERT L CORKIN CHARITABLE FOUNDATION
          		Employer identification number

    05-6022654
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    ROBERT L CORKIN CHARITABLE FOUNDATION
          		Employer identification number

    05-6022654
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    ROBERT L CORKIN CHARITABLE FOUNDATION
    EIN:
    05-6022654
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING/TAX PREP 17,115 8,557   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ROBERT L CORKIN CHARITABLE FOUNDATION
    EIN:
    05-6022654
    Name of Stock End of Year Book Value End of Year Fair Market Value
    UBS 01525 - 285,708 SHS FEDERATED HERMES GOVERNMENT OBLIGATIONS 285,708 285,708
    UBS 01525 - 16,667 SHS EVCI CAREER COLLEGES HOLDING CORP NEW 132,028 917
    UBS 01525 - 235 SHS PEOPLE'S UNITED FINANCIAL INC 2,229 3,039
    UBS 01525 - 59,000 SHS HSBC USA INC. 590,000 752,840
    UBS 01525 - 50,000 SHS BARCLAYS BANK PLC 500,000 498,500
    UBS 01525 - 130,000 SHS MORGAN STANLEY FINANCE 1,300,000 1,950,000
    UBS 01525 - 86,500 SHS ROYAL BANK OF CANADA 865,000 1,055,300
    UBS 01525 - 80,000 SHS BARCLAYS BANK PLC 800,000 801,600
    UBS 01525 - 80,000 SHS UBS 800,000 774,400
    UBS 01525 - 80,000 SHS CREDIT SUISSE 800,000 789,600
    UBS 01525 - 40,000 SHS BARCLAYS BANK PLC 400,000 399,200
    UBS 01525 - 80,000 SHS UBS 800,000 789,600
    UBS 01525 - 100,000 SHS CITIGROUP GLOBAL MARKETS 1,000,000 1,026,000
    UBS 01525 - 17,825 SHS FNMA PL 535336 1 1,970
    UBS 01529 - 638 SHS ADOBE INC 273,739 319,077
    UBS 01529 - 2,684 SHS ALCON INC 158,119 177,090
    UBS 01529 - 1,578 SHS ALLEGION PLC 168,233 183,648
    UBS 01529 - 1,003 SHS AMERIPRISE FINANCIAL INC 158,107 194,913
    UBS 01529 - 956 SHS AMGEN INC 217,539 219,804
    UBS 01529 - 861 SHS ANSYS INC 260,355 313,232
    UBS 01529 - 9,416 SHS CABOT OIL & GAS CORP 166,167 153,292
    UBS 01529 - 1,972 SHS CAPITAL ONE FINCL CORP 162,413 194,932
    UBS 01529 - 813 SHS CHUBB LTD CHF 98,261 125,137
    UBS 01529 - 1,680 SHS CINN FINANCIAL CORP 127,304 146,782
    UBS 01529 - 3,664 SHS COCO COLA CO COM 179,226 200,934
    UBS 01529 - 1,713 SHS COMMERCE BANCSHARES 100,438 112,544
    UBS 01529 - 5,247 SHS CORTEVA INC 153,602 203,164
    UBS 01529 - 884 SHS CULLEN FROST BANKERS INC 66,573 77,111
    UBS 01529 - 1,385 SHS DANAHER CORP 281,909 307,664
    UBS 01529 - 2,158 SHS EAST WEST BANCORP INC 83,674 109,432
    UBS 01529 - 5,817 SHS ELANCO ANIMAL HEALTH INC 142,189 178,407
    UBS 01529 - 1,405 SHS EQUITY LIFESTYLE PROPERTIES INC REIT 83,541 89,021
    UBS 01529 - 857 SHS GENL DYNAMICS CORP 122,749 127,539
    UBS 01529 - 3,814 SHS JOHNSON CTLS INTL PLC 138,303 177,694
    UBS 01529 - 1,462 SHS JPMORGAN CHASE & CO 132,552 185,776
    UBS 01529 - 2,890 SHS LENNAR CORP CL A 189,934 220,305
    UBS 01529 - 627 SHS MARTIN MARIETTA MATERIALS INC 131,173 178,049
    UBS 01529 - 1,781 SHS MEDTRONIC PLC 185,842 208,626
    UBS 01529 - 3,483 SHS MICHELIN COMPAGNIE GENERALE ADR 89,212 89,583
    UBS 01529 - 1,664 SHS MICROCHIP TECHNOLOGY INC 192,637 229,815
    UBS 01529 - 1,525 SHS MICROSOFT CORP 304,562 339,191
    UBS 01529 - 19,587 SHS MITSUBISHI UFJ FINANCIAL GROUP INC SPON ADR 81,085 86,770
    UBS 01529 - 1,607 SHS NOVARTIS AG SPON ADR 142,171 151,749
    UBS 01529 - 781 SHS PARKER HANNIFIN CORP 165,573 212,752
    UBS 01529 - 784 SHS PAYPAL HOLDINGS INC 138,326 183,613
    UBS 01529 - 1,416 SHS PHILLIPS 66 100,912 99,035
    UBS 01529 - 694 SHS PIONEER NAT RES CO 68,048 79,040
    UBS 01529 - 1,096 SHS PNC FINANCIAL SERVICES GROUP 147,015 163,304
    UBS 01529 - 1,416 SHS PROCTER & GAMBLE CO 191,727 197,022
    UBS 01529 - 1,605 SHS QUALCOMM INC 186,886 244,506
    UBS 01529 - 2,233 SHS RPM INTL INC (DELA) 181,605 202,712
    UBS 01529 - 2,326 SHS SONY CORP ADR NEW JAPAN ADR 151,914 235,159
    UBS 01529 - 573 SHS SUN COMMUNITIES INC 79,894 87,067
    UBS 01529 - 3,633 SHS TWITTER INC 140,791 196,727
    UBS 01529 - 1,810 SHS TYSON FOODS INC CL A 116,294 116,636
    UBS 01529 - 1,818 SHS WALGREENS BOOTS ALLIANCE INC 75,883 72,502
    UBS 01529 - 1,897 SHS XYLEM INC 140,419 193,096
    UBS 03561 - 816 SHS ACCENTURE PLC IRELAND CL A 152,085 213,147
    UBS 03561 - 458 SHS ADOBE INC. (DELAWARE) 132,037 229,055
    UBS 03561 - 305 SHS ALPHABET INC CL A 348,261 534,555
    UBS 03561 - 200 SHS AMAZON.COM INC 371,679 651,386
    UBS 03561 - 786 SHS AMERICAN TOWER CORP REIT 171,087 176,426
    UBS 03561 - 921 SHS AMERIPRISE FINANCIAL INC 135,394 178,978
    UBS 03561 - 3,437 SHS APPLE INC 348,262 456,056
    UBS 03561 - 3,149 SHS COMCAST CORP NEW CL A 126,119 165,008
    UBS 03561 - 216 SHS COSTCO WHOLESALE CORP 57,806 81,384
    UBS 03561 - 678 SHS DANAHER CORP 95,575 150,611
    UBS 03561 - 601 SHS DOLLAR GEN CORP NEW 114,493 126,390
    UBS 03561 - 1,599 SHS FACEBOOK INC CL A 289,370 436,783
    UBS 03561 - 1,328 SHS FIDELITY NATL INFORMATION SVCS 180,461 187,859
    UBS 03561 - 518 SHS HOME DEPOT INC 108,752 137,591
    UBS 03561 - 706 SHS HONEYWELL INTL INC 120,278 150,166
    UBS 03561 - 1,088 SHS INTERCONTINENTALEXCHANGE GROUP 90,621 125,436
    UBS 03561 - 285 SHS LAUDER ESTEE COS CL A 51,274 75,864
    UBS 03561 - 937 SHS LOWES COMPANIES INC 93,088 150,398
    UBS 03561 - 1,628 SHS MEDTRONIC PLC 147,444 190,704
    UBS 03561 - 3,157 SHS MICROSOFT CORP 401,754 702,180
    UBS 03561 - 1,778 SHS MONDELEZ INTL INC 94,157 103,960
    UBS 03561 - 335 SHS O REILLY AUTOMOTIVE INC 122,724 151,611
    UBS 03561 - 630 SHS PARKER HANNIFIN CORP 124,745 171,618
    UBS 03561 - 283 SHS ROCKWELL AUTOMATION INC NEW 48,678 70,979
    UBS 03561 - 750 SHS SALESFORCE.COM INC 149,464 166,898
    UBS 03561 - 177 SHS SHERWIN WILLIAMS CO 98,318 130,079
    UBS 03561 - 518 SHS THERMO FISHER SCIENTIFIC INC 138,646 241,274
    UBS 03561 - 3,147 SHS TJX COS INC NEW 161,084 214,909
    UBS 03561 - 1,004 SHS UNITEDHEALTH GROUP INC 207,401 352,083
    UBS 03561 - 1,331 SHS VISA INC CL A 227,113 291,130
    UBS 03562 - 1,361 SHS ABB LTD SPON ADR 27,355 38,054
    UBS 03562 - 119 SHS ACCENTURE PLC IRELAND CL A 20,998 31,084
    UBS 03562 - 697 SHS AIA GROUP LTD SPON ADR 25,115 34,244
    UBS 03562 - 811 SHS AIR LIQUIDE ADR FRANCE ADR 24,592 26,674
    UBS 03562 - 3,822 SHS ALSTOM ADR 19,346 21,747
    UBS 03562 - 193 SHS AON PLC 31,464 40,775
    UBS 03562 - 7,076 SHS BANCO SANTANDER S.A SPON ADR 16,325 21,582
    UBS 03562 - 1,095 SHS BEIERSDORF AG ADR 25,451 25,678
    UBS 03562 - 397 SHS BHP GROUP LET SPON ADR 20,232 25,940
    UBS 03562 - 848 SHS BNP PARIBAS SA ADR 23,403 22,565
    UBS 03562 - 790 SHS CARLSBERG AS SPON ADR 19,436 25,382
    UBS 03562 - 185 SHS CDN NATL RAILWAY CO CAD 15,877 20,322
    UBS 03562 - 1,004 SHS CONTL AG-SPONS ADR ADR 10,661 15,019
    UBS 03562 - 659 SHS DAIWA HOUSE IND LTD ADR JAPAN 23,387 19,677
    UBS 03562 - 249 SHS DBS GROUP HLDGS LTD. SPON ADR 19,767 18,936
    UBS 03562 - 3,850 SHS ENEL SPA ADR 32,664 39,078
    UBS 03562 - 3,052 SHS ENGIE SPON ADR 42,488 46,693
    UBS 03562 - 862 SHS EQUINOR ASA SPON ADR 19,306 14,154
    UBS 03562 - 2,098 SHS FERGUSON PLC SPON ADR 16,734 25,405
    UBS 03562 - 1,000 SHS FLUGHAFEN ZUERICH AG UNSPONSORED REG.S ADR 3,970 7,200
    UBS 03562 - 571 SHS FUJITSU LTD ADR NEW JAPAN ADR 15,322 16,539
    UBS 03562 - 2,023 SHS GAMESA CORP TECNOLOGICA UNSPONSORED ADR 7,096 16,315
    UBS 03562 - 259 SHS HEXAGON AB UN SPON ADR 14,284 23,478
    UBS 03562 - 390 SHS HITACHI LTD ADR NEW JAPAN 30,261 30,966
    UBS 03562 - 506 SHS INDUSTRIA DE DISENO TEXTIL IND ADR 7,138 8,116
    UBS 03562 - 975 SHS INFORMA PLC SPON ADR 15,419 14,591
    UBS 03562 - 156 SHS INTERTEK GROUP PLC ADR 11,888 12,476
    UBS 03562 - 1,151 SHS KAO CORP UNSPONSORED ADR 17,217 17,771
    UBS 03562 - 668 SHS KNORR-BREMSE UNSPONSRED ADR 18,556 22,558
    UBS 03562 - 597 SHS LONDON STK EXCHANGE UNSPONSORED ADR 16,376 18,662
    UBS 03562 - 320 SHS LONZA GROUP AG ADR 10,772 20,506
    UBS 03562 - 565 SHS MAKITA CORP ADR JAPAN ADR 23,138 28,436
    UBS 03562 - 335 SHS MEDTRONIC PLC 33,935 41,585
    UBS 03562 - 650 SHS MERCK KGAA SPON ADR 19,434 22,341
    UBS 03562 - 710 SHS NEXON CO LTD UNSPONSORED ADR 14,404 22,002
    UBS 03562 - 510 SHS NINTENDO LTD ADR NEW JAPAN ADR 24,943 41,065
    UBS 03562 - 2,386 SHS NORDEA BK ABP SPON ADR 20,071 19,467
    UBS 03562 - 434 SHS NOVARTIS AG SPON ADR 34,787 40,983
    UBS 03562 - 574 SHS PERNOD RICARD SA ADR 19,918 22,013
    UBS 03562 - 670 SHS PRUDENTIAL PLC ADR 24,927 24,743
    UBS 03562 - 1,862 SHS RELX PLC SPON ADR 42,046 45,917
    UBS 03562 - 690 SHS ROYAL DSM N V SPON ADR 19,843 29,829
    UBS 03562 - 246 SHS RYANAIR HOLDINGS PLC SPON ADR 20,174 27,055
    UBS 03562 - 986 SHS RYOHIN KEIKAKU CO UNSPONSORED ADR 26,320 20,173
    UBS 03562 - 1,231 SHS SAFRAN SA ADR 40,827 43,651
    UBS 03562 - 1,176 SHS SAMPO OYJ ADR 27,836 25,331
    UBS 03562 - 985 SHS SANDVIK AB SPON ADR 19,823 24,221
    UBS 03562 - 899 SHS SANOFI SPON ADR 39,848 43,682
    UBS 03562 - 1,030 SHS SHIMANO INC UNSPONSORED ADR 18,037 24,235
    UBS 03562 - 730 SHS SHIN ETSU CHEM CO LTD ADR 18,197 32,105
    UBS 03562 - 3,737 SHS SUMITOMO MITSUI FINANCIAL SPON ADR 29,712 23,057
    UBS 03562 - 923 SHS SUNCOR ENERGY INC NEW CAD 34,897 15,488
    UBS 03562 - 95 SHS SUZUKI MOTOR CORP LTD ADR 17,705 17,752
    UBS 03562 - 1,320 SHS TELENOR ASA ADR 27,380 22,439
    UBS 03562 - 3,410 SHS TESCO PLC SPONS ADR UNITED KINGDOM 30,866 32,971
    UBS 03562 - 506 SHS UNILEVER PLC AMER SHS NEW SPON ADR 29,740 30,542
    UBS 03562 - 421 SHS VESTA WIND SYSTEMS A/S ADR 11,328 32,935
    UBS 03562 - 680 SHS VINCI S.A ADR 17,824 16,946
    UBS 03562 - 1,022 SHS VIVENDI SA ADR 27,496 32,806
    UBS 03562 - 247 SHS WOLTERS KLUWER NV SPONSORED ADR NETHERLANDS ADR 15,715 20,733
    UBS 03562 - 2,063 SHS VOLKSWAGEN AG PREFERRED ADR 35,999 38,411
    UBS 03562 - 1,011 SHS Z HOLDINGS CORP ADR 10,192 12,253
    UBS 03735 - 427 SHS ADTALEM GLOBAL ED INC 15,378 14,497
    UBS 03735 - 97 SHS AMEDISYS INC 13,935 28,453
    UBS 03735 - 2,710 SHS AMKOR TECHNOLOGIES INC 25,807 40,867
    UBS 03735 - 300 SHS AMPHASTAR PHARMACEUTICALS INC 6,256 6,033
    UBS 03735 - 1,378 SHS APPLE HOSPITALITY REIT INC 14,483 17,790
    UBS 03735 - 263 SHS APPLIED INDL TECH INC 14,915 20,511
    UBS 03735 - 242 SHS AVIENT CORP 4,647 9,748
    UBS 03735 - 532 SHS AVNET INC 13,971 18,679
    UBS 03735 - 546 SHS BANCORPSOUTH BK TUPELO 15,510 14,982
    UBS 03735 - 442 SHS BANK OF HAWAII CORP 28,113 33,866
    UBS 03735 - 305 SHS BLUCORA INC 9,009 4,853
    UBS 03735 - 1,201 SHS BMC STK HLGS INC COM 30,170 64,470
    UBS 03735 - 966 SHS BRUKER CORP 32,112 52,290
    UBS 03735 - 16 SHS CHEMED CORP NEW 4,954 8,522
    UBS 03735 - 120 SHS CIMAREX ENERGY CO 1,950 4,501
    UBS 03735 - 1,217 SHS CITY OFFICE REIT INC SBI 9,331 11,890
    UBS 03735 - 22 SHS CLEAN HARBORS INC 1,218 1,674
    UBS 03735 - 744 SHS COLUMBIA PPTY TR INC REIT 9,206 10,669
    UBS 03735 - 313 SHS COMFORT SYSTEMS USA INC 14,222 16,483
    UBS 03735 - 1,390 SHS COMMERCIAL METALS CO 24,366 28,551
    UBS 03735 - 312 SHS CONCENTRIX CORP 20,808 30,794
    UBS 03735 - 614 SHS CORE-MARK HLDG CO INC 18,009 18,033
    UBS 03735 - 812 SHS COSTAMARE INC 3,823 6,723
    UBS 03735 - 50 SHS CRA INTL INC 2,384 2,547
    UBS 03735 - 643 SHS CSG SYSTEMS INTL INC 25,160 28,980
    UBS 03735 - 85 SHS DECKERS OUTDOOR CORP 13,257 24,376
    UBS 03735 - 420 SHS DELUXE CORP 16,029 12,264
    UBS 03735 - 731 SHS EMCOR GROUP INC 48,960 66,857
    UBS 03735 - 140 SHS EMERGENT BIOSOLUTIONS INC 15,697 12,544
    UBS 03735 - 129 SHS EVERCORE INC CL A 11,710 14,144
    UBS 03735 - 960 SHS EVERTEC INC 28,856 37,747
    UBS 03735 - 120 SHS FARMERS NATL BANC CORP OHIO 1,524 1,592
    UBS 03735 - 26 SHS FEDERAL AGRICULTURAL MTG CORP 1,435 1,931
    UBS 03735 - 1,098 SHS FEDERATED HERMES INC CL B 29,824 31,721
    UBS 03735 - 133 SHS FINANCIAL INSTITUTIONS INC 3,602 2,993
    UBS 03735 - 46 SHS FIRST CITIZENS BANCSHS 17,530 26,416
    UBS 03735 - 179 SHS FIRST COMWLTH FINCL CORP PENN 1,601 1,958
    UBS 03735 - 48 SHS FIRST FINCL CORP IND 1,623 1,865
    UBS 03735 - 2,997 SHS FNB CORP PA 29,856 28,472
    UBS 03735 - 194 SHS FORMFACTOR INC 4,995 8,346
    UBS 03735 - 132 SHS FTI CONSULTING INC 11,786 14,747
    UBS 03735 - 856 SHS FULTON FINCL CORP PA 13,749 10,888
    UBS 03735 - 9 SHS GENERAC HLDGS INC 727 2,047
    UBS 03735 - 785 SHS GRAPHIC PACKAGING HOLDING CO 12,481 13,298
    UBS 03735 - 2,031 SHS H&R BLOCK 34,156 32,212
    UBS 03735 - 303 SHS HANOVER INSURANCE GROUP INC 30,881 35,427
    UBS 03735 - 139 SHS HELEN OF TROY LTD NEW (BERMUDA) ORD 17,868 30,884
    UBS 03735 - 35 SHS HORIZON THERAPEUTICS PLC 1,165 2,560
    UBS 03735 - 129 SHS HUB GROUP INC CL A 6,639 7,353
    UBS 03735 - 407 SHS INDUSTRIAL LOGISTICS PPTYS TR REIT 7,941 9,479
    UBS 03735 - 56 SHS INSIGHT ENTERPRISES INC 2,983 4,261
    UBS 03735 - 355 SHS INTEGER HLDGS CORP COM 31,254 28,822
    UBS 03735 - 154 SHS INTEGRA LIFESCIENCES HLDG 8,507 9,998
    UBS 03735 - 1,727 SHS JABIL INC 49,692 73,449
    UBS 03735 - 81 SHS JAMES RV GROUP HLDGS LTD 2,537 3,981
    UBS 03735 - 19 SHS JOHNSON OUTDOORS INC CL A 1,353 2,140
    UBS 03735 - 661 SHS J2 GLOBAL INC COM 52,731 64,573
    UBS 03735 - 783 SHS KEMPER CORP DEL COM 57,326 60,158
    UBS 03735 - 104 SHS KFORCE INC 3,814 4,377
    USB 03735 - 71 SHS LAKELAND BANCORP INC 735 902
    USB 03735 - 121 SHS LAKELAND FINCL CORP 5,478 6,483
    UBS 03735 - 247 SHS LANDSTAR SYSTEMS INC 25,223 33,261
    UBS 03735 - 124 SHS MANTECH INTL CORP CL A 9,177 11,029
    UBS 03735 - 95 SHS MARCUS & MILLICHAP INC 3,273 3,537
    UBS 03735 - 176 SHS MARINEMAX INC 4,611 6,165
    UBS 03735 - 228 SHS MASONITE INTL CORP NEW CAD 14,653 22,422
    UBS 03735 - 733 SHS MASTEC INC 38,475 49,976
    UBS 03735 - 298 SHS MEDPACE HOLDINGS INC 18,856 41,482
    UBS 03735 - 819 SHS MERIDIAN BIOSCIENCE INC 14,788 15,307
    UBS 03735 - 328 SHS MERITAGE HOMES CORP 30,489 27,165
    UBS 03735 - 1,320 SHS MDU RESOURCES GROUP INC 31,194 34,769
    UBS 03735 - 109 SHS MONMOUTH RL EST INV CORP (MD) 1,357 1,888
    UBS 03735 - 87 SHS MURPHY USA INC 9,864 11,386
    UBS 03735 - 258 SHS NETGEAR INC 7,939 10,483
    UBS 03735 - 301 SHS OFFICE PROPERTIES INCOME TRUST REIT 9,066 6,839
    UBS 03735 - 170 SHS ONE GAS INC 12,595 13,051
    UBS 03735 - 191 SHS OTTER TAIL CORP 8,074 8,139
    UBS 03735 - 103 SHS OUTFRONT MEDIA INC REIT 2,822 2,015
    UBS 03735 - 1,197 SHS PERDOCEO ED CORP COM 19,235 15,118
    UBS 03735 - 858 SHS PERSPECTA INC 18,744 20,661
    UBS 03735 - 862 SHS PIEDMONT OFFICE RLTY TR INC CL A 14,170 13,990
    UBS 03735 - 490 SHS PORTLAND GENL ELECT CO NEW 23,456 20,957
    UBS 03735 - 789 SHS PRIMORIS SERVICES CORP 16,143 21,784
    UBS 03735 - 241 SHS PRA HEALTH SCIENCES INC 20,503 30,231
    UBS 03735 - 216 SHS PRIMERICA INC 27,174 28,929
    UBS 03735 - 531 SHS PROGRESS SOFTWARE CORP 18,596 23,996
    UBS 03735 - 137 SHS QURATE RETAIL INC SER A 855 1,503
    UBS 03735 - 74 SHS RAVEN INDUSTRIES 2,756 2,449
    UBS 03735 - 189 SHS REGAL BELOIT CORP 20,763 23,211
    UBS 03735 - 1,071 SHS RENT-A-CENTER INC 29,303 41,009
    UBS 03735 - 33 SHS RMR GROUP INC/THE CL A 2,038 1,274
    UBS 03735 - 1,129 SHS SANMINA CORPORATION COME 31,336 36,004
    UBS 03735 - 94 SHS SCIENCE APPLICATIONS INTE 7,487 8,896
    UBS 03735 - 1,093 SHS SELECT MEDICAL HOLDINGS CORP 24,282 30,232
    UBS 03735 - 206 SHS SIMPLY GOOD FOODS CO 5,575 6,460
    UBS 03735 - 299 SHS SLEEP NUMBER CORP COM 13,537 24,476
    UBS 03735 - 327 SHS SOUTHWEST GAS HOLDINGS INC 21,442 19,865
    UBS 03735 - 67 SHS SP PLUS CORP COM 1,943 1,932
    UBS 03735 - 648 SHS STEELCASE NEW CL A 7,652 8,780
    UBS 03735 - 42 SHS STEPAN CO 4,655 5,011
    UBS 03735 - 254 SHS STEWART INFORMATION SVCS CORP 10,502 12,283
    UBS 03735 - 408 SHS STRIDE INC 7,478 8,662
    UBS 03735 - 462 SHS SUNSTONE HOTEL INVESTORS INC NEW REIT 3,858 5,234
    UBS 03735 - 669 SHS SUPERNUS PHARMACEUTICALS INC 17,785 16,832
    UBS 03735 - 70 SHS SYNEOS HEALTH INC CL A 3,697 4,769
    UBS 03735 - 312 SHS SYNNEX CORP 17,044 25,409
    UBS 03735 - 41 SHS TOPBUILD CORP 4,650 7,547
    UBS 03735 - 165 SHS TOWNEBANK PORTSMOUTH VA 4,224 3,874
    UBS 03735 - 320 SHS TRISTATE CAP HLDGS INC 6,104 5,568
    UBS 03735 - 14 SHS UNITIL CORP 689 620
    UBS 03735 - 454 SHS VALVOLINE INC COM 7,657 10,506
    UBS 03735 - 91 SHS VISHAY PRECISION GROUP INC COM 2,762 2,865
    UBS 03735 - 656 SHS WASHINGTON FEDERAL INC 17,980 16,885
    UBS 03735 - 287 SHS WESCO INTL INC 13,910 22,530
    UBS 04403- 25,956.554 SHS GOLDMAN SACHS GQG PARTNERS INTERNATIONAL OPP. 455,808 462,546
    UBS 04403- 348,920.434 SHS PIMCO INCOME FUND CLASS I2 4,185,344 4,225,426
    UBS 04403- 47,662.668 SHS VIRTUS VONTOBEL EMERGING MARKETS OPP. FUND 433,949 632,960

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ROBERT L CORKIN CHARITABLE FOUNDATION
    EIN:
    05-6022654
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    UBS 03735 - 770 SHS EXTENDED STAY AMER INC UNITS 1 COM & 1 CL B FMV 8,963 11,404

    TY 2020 OtherDecreasesSchedule
    Name:
    ROBERT L CORKIN CHARITABLE FOUNDATION
    EIN:
    05-6022654
    Description Amount
    ADJUSTMENT TO SECURITIES COST BASIS 12,061


    TY 2020 OtherExpensesSchedule
    Name:
    ROBERT L CORKIN CHARITABLE FOUNDATION
    EIN:
    05-6022654
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 369,976 369,976   0
    TRUSTEES FEES 157,755 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    ROBERT L CORKIN CHARITABLE FOUNDATION
    EIN:
    05-6022654
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UBS 01525 OTHER INCOME 457,765 457,765 457,765
    UBS 01529 OTHER INCOME 756 756 756


    TY 2020 TaxesSchedule
    Name:
    ROBERT L CORKIN CHARITABLE FOUNDATION
    EIN:
    05-6022654
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 9,642 9,642   0
    FEDERAL TAX 52,035 0   0