Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$33,747,901
J 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) 1,164,312
2 Check right arrow.............
3 Interest on savings and temporary cash investments 58,597 58,597  
4 Dividends and interest from securities... 637,572 637,572  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,235,656
b Gross sales price for all assets on line 6a 9,818,403
7 Capital gain net income (from Part IV, line 2)... 1,203,402
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)....... 475,250 485,538  
12 Total. Add lines 1 through 11........ 3,571,387 2,385,109  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 180,425 0   180,425
14 Other employee salaries and wages...... 15,000 0   15,000
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 18,000 9,000   9,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 82,336 7,572   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 188,763 188,713   50
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 484,524 205,285   204,475
25 Contributions, gifts, grants paid....... 1,715,897 1,715,897
26 Total expenses and disbursements. Add lines 24 and 25 2,200,421 205,285   1,920,372
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,370,966
b Net investment income (if negative, enter -0-) 2,179,824
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 8,343 66,391 66,391
2 Savings and temporary cash investments......... 363,859 545,268 545,268
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 30,488,405 Click to see attachment
List of Attached Documents:
// Content
32,303,774
31,853,297
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,606,923 Click to see attachment
List of Attached Documents:
// Content
881,529
1,282,945
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,467,530 33,796,962 33,747,901
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 32,467,530 33,796,962
29 Total net assets or fund balances (see instructions)..... 32,467,530 33,796,962
30 Total liabilities and net assets/fund balances (see instructions). 32,467,530 33,796,962
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
32,467,530
2
Enter amount from Part I, line 27a .....................
2
1,370,966
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
33,838,496
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
41,534
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
33,796,962
Form 990-PF (2022)
Form 990-PF (2022)
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 CAPITAL GAIN DISTRIBUTION P    
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 2,499,384   2,616,626 -117,242
b 7,318,596   5,998,375 1,320,221
c 423     423
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       -117,242
b       1,320,221
c       423
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 1,203,402
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow 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) 1 30,300
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 30,300
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 30,300
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 52,536
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 72,536
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 42,236
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow42,236 Refundedright arrow 11 0
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowRI
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowN/A
14
The books are in care ofright arrowGEORGE KAPLAN Telephone no.right arrow (508) 481-4000

Located atright arrowC/O GEORGE KAPLAN 115 BIGELOW DRIVESUDBURYMA ZIP+4right arrow01776
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
36,085 0 0
115 BIGELOW DRIVE
SUDBURY,MA01776
THOMAS O KATZ TRUSTEE
5.00
36,085 0 0
C/O KATZ BASKIES WOLF LLC 3020
NORTH MILITARY TRAIL SUITE 100
BOCA RATON,FL33431
DALE F ECK TRUSTEE
5.00
36,085 0 0
211 STILL RIVER ROAD
BOLTON,MA02110
LEE MANNING TRUSTEE
5.00
36,085 0 0
9 BURROUGHS ROAD
LEXINGTON,MA02110
STEVEN CORKIN TRUSTEE
5.00
36,085 0 0
1 FRANKLIN STREET 3603
BOSTON,MA02110
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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
UBS FINANCIAL SERVICES INC INVESTMENT MANAGEMENT SERVICE 188,437
525 OKEECHOBEE BLVD SUITE 1500
WEST PALM BEACH,FL33401
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
33,421,038
b
Average of monthly cash balances.......................
1b
782,356
c
Fair market value of all other assets (see instructions)................
1c
1,485,666
d
Total (add lines 1a, b, and c).........................
1d
35,689,060
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
35,689,060
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
535,336
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
35,153,724
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,757,686
Part X
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 IX, line 6..................
1
1,757,686
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
30,300
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
838
c
Add lines 2a and 2b............................
2c
31,138
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,726,548
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,726,548
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 XII, line 1 ...
7
1,726,548
Part XI
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
1,920,372
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,920,372
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,726,548
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 1,448,719
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,920,372
a Applied to 2021, but not more than line 2a 1,448,719
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 2022 distributable amount..... 471,653
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
1,254,895
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 2017 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2022)
Form 990-PF (2022)
Page 11
Part XIV
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 KELLEY FOSTER HOUSE INC

52 HIGH STREET
WORCESTER,MA01609
NONE PC GENERAL SUPPORT 500

ALSACST JUDE CHILDRENS RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105
NONE PC GENERAL SUPPORT 500

ASPCA

PO BOX 96929
WASHINGTON,DC200906929
NONE PC GENERAL SUPPORT 500

ASSABET VALLEY EDUCATION INC

215 FITCHBURG STREET
MARLBORO,MA01752
NONE PC GENERAL SUPPORT 5,000

AUGUSTANA COLLEGE

639 38TH STREET
ROCK ISLAND,IL612012296
NONE PC GENERAL SUPPORT 5,000

BELMONT HILL SCHOOL INC

350 PROSPECT STREET
BELMONT,MA02478
NONE PC GENERAL SUPPORT 3,000

BENTLEY UNIVERSITY

175 FOREST STREET
WALTHAM,MA024514705
NONE PC GENERAL SUPPORT 2,500

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON ROAD
KANAB,UT83741
NONE PC GENERAL SUPPORT 1,569

BOSTON CHILDREN'S HOSPITAL

401 PARK DRIVE SUITE 602
BOSTON,MA02215
NONE PC GENERAL SUPPORT 5,000

BOSTON COLLEGE

JOYCE HOUSE 104
CHESTNUT HILL,MA024673931
NONE PC GENERAL SUPPORT 20,000

BOSTON UNIVERSITY

ONE SILBER WAY
BOSTON,MA02215
NONE PC GENERAL SUPPORT 200,000

BOSTON'S CHILDREN'S HOSPITAL

401 PARK DRIVE SUITE 602
BOSTON,MA02215
NONE PC GENERAL SUPPORT 12,500

BOYS & GIRLS CLUB OF METRO WEST

169 PLEASANT STREET
MARLBORO,MA01752
NONE PC GENERAL SUPPORT 105,000

BRAIN TUMOR SOCIETY

55 CHAPEL STREET SUITE 200
NEWTON,MA02458
NONE PC GENERAL SUPPORT 40,833

BRANDEIS UNIVERSITY

415 SOUTH STREET
WALTHAM,MA02454
NONE PC GENERAL SUPPORT 2,500

BREAST CANCER RESEARCH FOUNDATION

28 WEST 44TH STREET SUITE 609
NEW YORK,NY10036
NONE PC GENERAL SUPPORT 2,500

CENTRAL CONFERENCE OF RABBIS

PO BOX 825768
PHILADELPHIA,PA191825768
NONE PC GENERAL SUPPORT 25,000

CHILDREN'S HOSPITAL

401 PARK DRIVE SUITE 602
BOSTON,MA02215
NONE PC GENERAL SUPPORT 250,000

COMBINED JEWISH PHILANTHROPIES

126 HIGH STREET
BOSTON,MA02110
NONE PC GENERAL SUPPORT 253,000

CONCORD FIREFIGHTERS RELIEF FOUNDATION

209 WALDEN STREET
CONCORD,MA01742
NONE PC GENERAL SUPPORT 250

CONCORD POLICE DEPARTMENT RELIEF FOUNDATION

PO BOX 519
CONCORD,MA01742
NONE PC GENERAL SUPPORT 250

DANA FARBER CANCER INSTITUTE

10 BROOKLINE PLACE WEST 6TH FLOOR
BROOKLINE,MA024457226
NONE PC GENERAL SUPPORT 500

FAMILY HEALTH CENTER OF WORCESTER INC

PO BOX 20205
WORCESTER,MA016020205
NONE PC GENERAL SUPPORT 250

FILM INDEPENDENT

5670 WILSHIRE BLVD 9TH FLOOR
LOS ANGELES,CA90036
NONE PC GENERAL SUPPORT 1,250

FRANCISCAN CHILDREN'S

30 WARREN STREET
BRIGHTON,MA02135
NONE PC GENERAL SUPPORT 30,000

GREATER SEACOAST COMMUNITY HEALTH

8 GREENLEAF WOODS DRIVE
PORTSMOUTH,NH03801
NONE PC GENERAL SUPPORT 1,500

HEBREW SENIOR LIFE

1200 CENTRE STREET
BOSTON,MA021311097
NONE PC GENERAL SUPPORT 5,000

HORACE MANN EDUCATIONAL ASSOCIATES INC

8 FORGE PARK EAST
FRANKLIN,MA02038
NONE PC GENERAL SUPPORT 25,000

HORIZONS FOR HOMELESS CHILDREN

1705 COLUMBUS AVENUE
ROXBURY,MA02110
NONE PC GENERAL SUPPORT 30,000

HUDSON CULTURE ALLIANCE

14 MAIN STREET 2ND FLOOR
HUDSON,MA01749
NONE PC GENERAL SUPPORT 20,000

HUDSON HIGH SCHOOL

69 BRIGHAM STREET
HUDSON,MA01749
NONE GOV GENERAL SUPPORT 5,000

HUDSON PUBLIC LIBRARY

3 WASHINGTON STREET
HUDSON,MA01749
NONE GOV GENERAL SUPPORT 1,500

HUDSON YOUTH FOOTBALL & CHEER

PO BOX 643
HUDSON,MA01749
NONE PC GENERAL SUPPORT 250

HULL YOUTH BASEBALL

PO BOX 29
HULL,MA02045
NONE PC GENERAL SUPPORT 1,000

ICA ACQUISITIONS CIRCLE

25 HARBOR SHORE DRIVE
BOSTON,MA02210
NONE PC GENERAL SUPPORT 5,000

INDIAN HILL MUSIC SCHOOL

PO BOX 1484
LITTLETON,MA01460
NONE PC GENERAL SUPPORT 20,000

ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC

PO BO 61227
PALO ALTO,CA94306
NONE PC GENERAL SUPPORT 5,000

JEWISH MUSEUM OF FLORIDA

301 WASHINGTON AVENUE
MIAMI,FL33139
NONE PC GENERAL SUPPORT 500

JEWISH VOCATIONAL SERVICES

75 FEDERAL STREET
BOSTON,MA02110
NONE PC GENERAL SUPPORT 5,000

LINCOLN NURSERY SCHOOL

PO BOX 6075 51 SANDY POND ROAD
LINCOLN,MA01773
NONE PC GENERAL SUPPORT 500

LINCOLN-SUDBURY SCHOLARSHIP FUND

390 LINCOLN ROAD
SUDBURY,MA01776
NONE GOV GENERAL SUPPORT 10,000

MAKE-A-WISH FOUNDATION OF MASSACHUSETTS

133 FEDERAL STREET 2ND FLOOR
BOSTON,MA02110
NONE PC GENERAL SUPPORT 1,500

MARCH OF DIMES BWH STROLLERS STEPHANIE SHINE

32 LARNIS ROAD
FRAMINGHAM,MA01701
NONE PC GENERAL SUPPORT 250

MASS GENERAL HOSPITAL CANCER CENTER

125 NASHUA STREET SUITE 540
BOSTON,MA02114
NONE PC GENERAL SUPPORT 500

MASS GENERAL HOSPITAL FUND

125 NASHUA STREET SUITE 540
BOSTON,MA02114
NONE PC GENERAL SUPPORT 5,000

MASSACHUSETTS 4-H FOUNDATION

1671 WORCESER ROAD SUITE 403
FRAMINGHAM,MA017015408
NONE PC GENERAL SUPPORT 15,000

MASSACHUSETTS COLLEGE OF ART AND DESIGN FOUNDATION

61 HUNTINGTON AVENUE
BOSTON,MA02115
NONE PC GENERAL SUPPORT 1,000

METROWEST BOYS & GIRLS CLUB OF HUDSON

169 PLEASANT STREET
MARLBORO,MA01752
NONE PC GENERAL SUPPORT 50,000

MITLIST VISUAL ARTS CENTER

20 AMES STREET BUILDING E15
CAMBRIDGE,MA02139
NONE PC GENERAL SUPPORT 1,250

MSPCA

350 SOUTH HUNTINGTON AVENUE
BOSTON,MA021304803
NONE PC GENERAL SUPPORT 2,045

NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY

101 SOUTH INDEPENDENCE MALL EAST
PHILADELPHIA,PA19106
NONE PC GENERAL SUPPORT 10,000

NEADS

PO BOX 1100
PRINCTON,MA01541
NONE PC GENERAL SUPPORT 2,500

NEONATAL UMASS MEMORIAL

119 BELMONT STREET
WORCESTER,MA01605
NONE PC GENERAL SUPPORT 1,000

NEW ENGLAND LIFE FLIGHT

150 HANSCOM DRIVE
BEDFORD,MA017302630
NONE PC GENERAL SUPPORT 500

NEWPORT HOSPITAL FOUNDATION

11 FRIENDSHIP STREET
NEWPORT,RI02840
NONE PC GENERAL SUPPORT 500

NH HUMANE SOCIETY

1305 MEREDITH CENTER ROAD
LACONIA,NH03246
NONE PC GENERAL SUPPORT 500

NOW AND THERE

186 SOUTH STREET SUITE 302
BOSTON,MA02111
NONE PC GENERAL SUPPORT 1,250

OLD METHODIST EPISCOPAL CHURCH OF BERLIN DBA 19 CARTER CENTER

19 CARTER STREET
BERLIN,MA01503
NONE PC GENERAL SUPPORT 5,000

PILGRIM CONGREGATIONAL CHURCH

PO BOX 281
SOUTHBOROUGH,MA01772
NONE PC GENERAL SUPPORT 500

PLANNED PARENTHOOD

1055 COMMONWEALTH AVENUE
BOSTON,MA02215
NONE PC GENERAL SUPPORT 750

PMC DANA FARBER CANCER INSTITUTE

10 BROOKLINE PLACE WEST 6TH FLOOR
BROOKLINE,MA024457226
NONE PC GENERAL SUPPORT 2,000

PROJECT STEP

301 MASSACHUSETTS AVENUE
BOSTON,MA021154557
NONE PC GENERAL SUPPORT 15,000

PROVINCETOWN ART ASSOCIATION MUSEUM

460 COMMERCIAL STREET
PROVINCETOWN,MA02657
NONE PC GENERAL SUPPORT 1,250

PROVISIONS MINISTRY INC

7 THOMAS NEWTON DRIVE
WESTBORO,MA01581
NONE PC GENERAL SUPPORT 20,000

RECURRENT PRENANCY LOST ASSOCIATION

2819 S DAWSON STREET
SEATTLE,WA98108
NONE PC GENERAL SUPPORT 250

SAVE THE CHILDREN

501 KINGS HWY E - SUITE 400
FAIRFIELD,CT06825
NONE PC GENERAL SUPPORT 250

SMART FROM THE START

68 ANNUNCIATION ROAD
BOSTON,MA02120
NONE PC GENERAL SUPPORT 60,000

STRUGGLE TO SAVE ETHIOPIAN JEWRY INC

458 COLUBUS AVENUE SUITE 216
NEW YORK,NY10024
NONE PC GENERAL SUPPORT 7,500

SUBSTAINABLECAPE

PO BOX 1004
TRURO,MA02666
NONE PC GENERAL SUPPORT 5,000

SUNFLOWER OF PEACE FOUNDATION INC

UKRANIE EFFORT P/O BOX 391044
CAMBRIDGE,MA02139
NONE PC GENERAL SUPPORT 200

TEARS FOUNDATION

11102 SUNRISE BLVD E 112
PUYALLUP,WA98374
NONE PC GENERAL SUPPORT 250

TEMPLE ISRAEL

477 LONGWOOD AVENUE
BOSTON,MA022155396
NONE PC GENERAL SUPPORT 25,000

THE GREATER BOSTON FOOD BANK

70 SOUTH BAY AVENUE
BOSTON,MA02118
NONE PC GENERAL SUPPORT 50,000

THE LESLIE ST FANG FOUNDATION

151 MERRIMAC STREET 3RD FLOOR
BOSTON,MA02114
NONE PF GENERAL SUPPORT 10,000

THE NATIONAL JEWISH CENTER FOR LEARNING & LEADERSHIP

440 PARK AVENUE SOUTH 4TH FLOOR
NEW YORK,NY100168012
NONE PC GENERAL SUPPORT 50,000

THE RIVER SCHOOL

333 WINTER STREET
WESTON,MA024931040
NONE PC GENERAL SUPPORT 20,000

TOWN OF HUDSON DEPT OF VETERANS SERVICES

78 MAIN STREET
HUDSON,MA01749
NONE GOV GENERAL SUPPORT 10,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

420 WALNUT STREET
PHILADELPHIA,PA19106
NONE PC GENERAL SUPPORT 12,500

UNIVERSITY OF DENVER

PO BOX 5804
DENVER,CO802179915
NONE PC GENERAL SUPPORT 50,000

VICTORY PROGRAMS

965 MASSACHUSETTS AVENUE
BOSTON,MA02118
NONE PC GENERAL SUPPORT 50,000

WORCESTER COUNTY FOOD BANK

474 BOSTON TURNPIKE
SHREWSBURY,MA01545
NONE PC GENERAL SUPPORT 25,000

ZOO NEW ENGLAND

ONE FRANKLIN PARK ROAD
BOSTON,MA02121
NONE PC GENERAL SUPPORT 100,000
Total .................................right arrow 3a 1,715,897
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 58,597  
4 Dividends and interest from securities ....     14 637,572  
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 .....     14 485,538  
8 Gain or (loss) from sales of assets other than
inventory ............
901101 32,254 18 1,203,402  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCOLLER INTERNATIONAL PARTNERS VIII, L.P.
901101 -10,288      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 21,966 2,385,109 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,407,075
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2022
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) (2022)
Schedule B (Form 990) (2022) 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

$ 1,164,312


(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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 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 18,000 9,000   9,000

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2022 ExpenditureResponsibilityStmt
Name:
ROBERT L CORKIN CHARITABLE FOUNDATION
EIN:
05-6022654
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
THE LESLIE ST FANG FOUNDATION
 
7 BLUFINCH PLACE PO BOX 8069
BOSTON,MA02118
2022-01-12 10,000 DONATED TO THE RUNWAY FOR RECOVERY, A 501(C)(3) PUBLIC CHARITY, TO SUPPORT FAMILIES AND PROGRAM THAT SUPPORT THOSE IMPACTED BY BREAST CANCER. 0 N/A NO REPORT RECEIVED    

TY 2022 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 - 51,962.26 SHS FEDERATED HERMES GOVERNMENT OBLIGATIONS 51,968 51,968
UBS 01525 - 16,667 SHS EVCI CAREER COLLEGES HOLDING CORP NEW 132,028 5,500
UBS 01525 - 86,500 SHS ROYAL BANK OF CANADA 865,000 922,955
UBS 01525 - 40,000 SHS BARCLAYS BANK PLC 400,000 375,200
UBS 01525 - 75,000 SHS MORGAN STANLEY FINANCE 750,000 675,375
UBS 01525 - 100,000 SHS UBS AG 1,000,000 874,000
UBS 01525 - 50,000 SHS CITIGROUP GLOBAL MARKETS 500,000 447,500
UBS 01525 - 125,000 SHS BOFA FINANCE LLC 1,250,000 1,055,000
UBS 01525 - 100,000 SHS BOFA FINANCE LLC 1,000,000 871,000
UBS 01525 - 100,000 SHS BOFA FINANCE LLC 1,000,000 946,000
UBS 01525 - 125,000 SHS CITIGROUP GLOBAL MARKETS 1,250,000 1,038,750
UBS 01525 - 200,000 SHS MORGAN STANLEY FINANCE 2,000,000 1,973,000
UBS 01525 - 600,000 SHS FNMA PL 535336 0 1,022
UBS 01529 - 564 SHS ADOBE INC 258,160 189,803
UBS 01529 - 2,303 SHS ALCON INC 138,583 157,871
UBS 01529 - 582 SHS AMERIPRISE FINANCIAL INC 106,518 181,217
UBS 01529 - 708 SHS AMGEN INC 162,197 185,949
UBS 01529 - 770 SHS ANSYS INC 235,963 186,024
UBS 01529 - 1,687 SHS ATMOS ENERGY CORP 177,650 189,062
UBS 01529 - 789 SHS AUTODESK INC 146,991 147,440
UBS 01529 - 1,705 SHS BLACKSTONE INC CL A 188,054 126,494
UBS 01529 - 1,681 SHS CAPITAL ONE FINCL CORP 160,829 156,266
UBS 01529 - 1,546 SHS CINN FINANCIAL CORP 128,804 158,295
UBS 01529 - 2,945 SHS COCO COLA CO COM 148,395 187,331
UBS 01529 - 1,562 SHS COMMERCE BANCSHARES 84,522 106,325
UBS 01529 - 605 SHS CONSTELLATION BRANDS INC CL A 132,492 140,209
UBS 01529 - 4,194 SHS CORTEVA INC 144,829 246,523
UBS 01529 - 6,554 SHS COTERRA ENERGY INC 127,599 161,032
UBS 01529 - 1,169 SHS CROWN ASTLE INTL CORP REIT 178,398 158,563
UBS 01529 - 1,117 SHS CULLEN FROST BANKERS INC 99,940 149,343
UBS 01529 - 877 SHS DANAHER CORP 203,960 232,773
UBS 01529 - 978 SHS ECOLAB INC 202,742 142,358
UBS 01529 - 1,704 SHS EQUITY LIFESTYLE PROPERTIES INC REIT 102,164 110,078
UBS 01529 - 615 SHS GENL DYNAMICS CORP 102,695 152,588
UBS 01529 - 781 SHS HONEYWELL INTL INC 174,728 167,368
UBS 01529 - 2,143 SHS LENNAR CORP CL A 150,956 193,942
UBS 01529 - 530 SHS MARTIN MARIETTA MATERIALS INC 114,545 179,124
UBS 01529 - 1,518 SHS MEDTRONIC PLC 159,800 117,979
UBS 01529 - 1,675 SHS MERCK & CO INC COM 166,880 185,841
UBS 01529 - 9,908 SHS MICHELIN COMPAGNIE GENERALE ADR 169,561 137,622
UBS 01529 - 2,921 SHS MICROCHIP TECHNOLOGY INC 197,913 205,200
UBS 01529 - 1,231 SHS MICROSOFT CORP 256,284 295,218
UBS 01529 - 17,729 SHS MITSUBISHI UFJ FINANCIAL GROUP INC SPON ADR 75,387 118,252
UBS 01529 - 1,254 SHS OSHKOSH CORP 131,892 110,590
UBS 01529 - 652 SHS PARKER HANNIFIN CORP 145,563 189,732
UBS 01529 - 842 SHS PAYPAL HOLDINGS INC 156,304 59,967
UBS 01529 - 1,227 SHS PHILLIPS 66 86,789 127,706
UBS 01529 - 1,055 SHS PNC FINANCIAL SERVICES GROUP 144,352 166,627
UBS 01529 - 1,221 SHS PROCTER & GAMBLE CO 165,810 185,055
UBS 01529 - 1,490 SHS QUALCOMM INC 188,444 163,811
UBS 01529 - 1,747 SHS RPM INTL INC (DELA) 145,266 170,245
UBS 01529 - 2,184 SHS SONY CORP ADR NEW JAPAN ADR 155,536 166,596
UBS 01529 - 1,708 SHS SYSCO CORP 145,260 130,577
UBS 01529 - 2,610 SHS XCEL ENERGY INC 179,850 182,987
UBS 01529 - 1,474 SHS XYLEM INC 126,163 162,980
UBS 03561 - 1,277 SHS ABBOTT LABS 143,754 140,202
UBS 03561 - 5,760 SHS ALPHABET INC CL A 392,915 508,205
UBS 03561 - 4,640 SHS AMAZON.COM INC 483,366 389,760
UBS 03561 - 685 SHS AMERICAN TOWER CORP REIT 158,967 145,124
UBS 03561 - 359 SHS AMERIPRISE FINANCIAL INC 52,699 111,782
UBS 03561 - 3,335 SHS APPLE INC 339,772 433,317
UBS 03561 - 1,695 SHS APPLIED MATERIALS INC 203,621 165,059
UBS 03561 - 4,185 SHS BOSTON SCIENTIFIC CORP 165,689 193,640
UBS 03561 - 2,190 SHS COCA COLA CO COM 133,085 139,306
UBS 03561 - 367 SHS COSTCO WHOLESALE CORP 140,876 167,536
UBS 03561 - 478 SHS DANAHER CORP 81,269 126,871
UBS 03561 - 405 SHS DOLLAR GEN CORP NEW 78,673 99,731
UBS 03561 - 456 SHS HOME DEPOT INC 121,284 144,032
UBS 03561 - 569 SHS HONEYWELL INTL INC 101,794 121,937
UBS 03561 - 570 SHS INTUITIVE SURGICAL INC 158,266 151,250
UBS 03561 - 449 SHS LAUDER ESTEE COS CL A 95,688 111,401
UBS 03561 - 442 SHS LILLY ELI & CO 148,350 161,701
UBS 03561 - 3,512 SHS MICROSOFT CORP 508,535 842,248
UBS 03561 - 1,159 SHS NIKE INC CL B 164,342 135,615
UBS 03561 - 161 SHS O REILLY AUTOMOTIVE INC 66,117 135,889
UBS 03561 - 725 SHS PALO ALTO NETWORKS INC 120,204 101,167
UBS 03561 - 305 SHS PARKER HANNIFIN CORP 82,895 88,755
UBS 03561 - 1,018 SHS PROCTOR & GAMBLE CO 141,593 154,288
UBS 03561 - 283 SHS ROCKWELL AUTOMATION INC NEW 48,678 72,892
UBS 03561 - 298 SHS S&P GLOBAL INC 110,382 99,812
UBS 03561 - 1,098 SHS SALESFORCE.COM INC 214,735 145,584
UBS 03561 - 1,098 SHS SCHLUMBERGER LTD NETHERLANDS ANTILLES 80,624 119,323
UBS 03561 - 645 SHS SHERWIN WILLIAMS CO 124,924 153,078
UBS 03561 - 991 SHS TEXAS INSTRUMENTS 177,706 163,733
UBS 03561 - 249 SHS THERMO FISHER SCIENTIFIC INC 92,548 137,122
UBS 03561 - 2,159 SHS TJX COS INC NEW 124,506 171,856
UBS 03561 - 656 SHS UNION PACIFIC CORP 143,653 135,838
UBS 03561 - 475 SHS UNITEDHEALTH GROUP INC 189,663 251,836
UBS 03561 - 1,392 SHS VISA INC CL A 250,888 289,202
UBS 03535 - 763 SHS ACADEMY SPORTS & OUTDOORS INC 32,243 40,088
UBS 03735 - 171 SHS ACUITY BRANDS INC 31,278 28,319
UBS 03735 - 233 SHS ADTALEM GLOBAL ED INC 9,158 8,272
UBS 03735 - 1,354 SHS AMKOR TECHNOLOGIES INC 17,065 32,469
UBS 03735 - 347 SHS AMN HEALTHCARE SERVICES INC 34,673 35,679
UBS 03735 - 188 SHS AMPHASTAR PHARMACEUTICALS INC 5,784 5,268
UBS 03735 - 2,147 SHS APPLE HOSPITALITY REIT INC 27,437 33,880
UBS 03735 - 185 SHS APPLIED INDL TECH INC 10,324 23,316
UBS 03735 - 353 SHS ATKORE INC 28,806 40,037
UBS 03735 - 150 SHS ATLANTIC UN BANKSHARES CORP COM 5,317 5,271
UBS 03735 - 204 SHS AUTONATION INC 23,626 21,889
UBS 03735 - 244 SHS AVIENT CORP 6,400 8,237
UBS 03735 - 349 SHS AVNET INC 14,715 14,511
UBS 03735 - 334 SHS BANK OF HAWAII CORP 18,999 25,905
UBS 03735 - 173 SHS BELDEN INC NEW 13,736 12,439
UBS 03735 - 862 SHS BRUKER CORP 32,683 58,918
UBS 03735 - 272 SHS BUILDERS FIRSTSOURCE INC 3,768 17,647
UBS 03735 - 845 SHS CADENCE BK 24,351 20,838
UBS 03735 - 162 SHS CARTER'S INC 14,547 12,087
UBS 03735 - 31 SHS CHEMED CORP NEW 13,202 15,823
UBS 03735 - 31 SHS CHORD ENERGY CORP 53,875 57,050
UBS 03735 - 327 SHS CIRRUS LOGIC INC 26,060 24,355
UBS 03735 - 740 SHS CITY OFFICE REIT INC SBI 5,758 6,201
UBS 03735 - 95 SHS CLEAN HARBORS INC 9,539 10,841
UBS 03735 - 179 SHS COMFORT SYSTEMS USA INC 9,238 20,599
UBS 03735 - 534 SHS COMMERCIAL METALS CO 10,887 25,792
UBS 03735 - 129 SHS CONCENTRIX CORP 9,377 17,178
UBS 03735 - 51 SHS CONSENSUS CLOUD SOLUTIONS INC 1,995 2,742
UBS 03735 - 30 SHS CRA INTL INC 1,431 3,673
UBS 03735 - 176 SHS CRANE CO 17,565 17,679
UBS 03735 - 447 SHS CSG SYSTEMS INTL INC 18,882 25,568
UBS 03735 - 154 SHS DECKERS OUTDOOR CORP 41,979 61,471
UBS 03735 - 380 SHS DIODES INC 30,487 28,933
UBS 03735 - 96 SHS DONALDSON CO INC 5,701 5,652
UBS 03735 - 269 SHS DONNELLEY FINL SOLUTIONS INC 9,129 10,397
UBS 03735 - 314 SHS EMCOR GROUP INC 20,319 46,507
UBS 03735 - 254 SHS EVERCORE INC CL A 27,531 27,706
UBS 03735 - 249 SHS EVERTEC INC 11,279 8,063
UBS 03735 - 844 SHS EXELIXIS INC 16,635 13,538
UBS 03735 - 240 SHS EXLSERVICE HOLDINGS INC 30,235 40,663
UBS 03735 - 500 SHS FEDERATED HERMES INC CL B 13,386 18,155
UBS 03735 - 88 SHS FINANCIAL INSTITUTIONS INC 2,383 2,144
UBS 03735 - 532 SHS FIRST COMWLTH FINCL CORP PENN 6,445 7,432
UBS 03735 - 71 SHS FIRST FINCL CORP IND 2,893 3,272
UBS 03735 - 1,958 SHS FNB CORP PA 18,761 25,904
UBS 03735 - 94 SHS FTI CONSULTING INC 12,890 14,927
UBS 03735 - 1,436 SHS FULTON FINCL CORP PA 22,662 24,168
UBS 03735 - 182 SHS GLOBUS MED INC CL A 14,428 13,517
UBS 03735 - 752 SHS GRAPHIC PACKAGING HOLDING CO 12,651 16,732
UBS 03735 - 917 SHS H&R BLOCK 16,403 33,480
UBS 03735 - 630 SHS HANCOCK WHITNEY CORP 33,603 30,486
UBS 03735 - 326 SHS HANOVER INSURANCE GROUP INC 32,073 40,134
UBS 03735 - 17 SHS HELEN OF TROY LTD NEW (BERMUDA) ORD 3,287 1,885
UBS 03735 - 236 SHS HF SINCLAIR CORP 9,654 12,246
UBS 03735 - 412 SHS HUB GROUP INC CL A 28,173 32,750
UBS 03735 - 1,163 SHS HUNTSMAN CORP 38,410 31,959
UBS 03735 - 51 SHS INSIGHT ENTERPRISES INC 3,991 5,114
UBS 03735 - 61 SHS INTEGER HLDGS CORP COM 5,220 4,176
UBS 03735 - 584 SHS INTEGRA LIFESCIENCES HLDG 32,967 32,745
UBS 03735 - 1,265 SHS JABIL INC 41,913 86,273
UBS 03735 - 108 SHS JEFFERIES FINL GROUP INC 3,498 3,702
UBS 03735 - 88 SHS KFORCE INC 3,882 4,825
UBS 03735 - 409 SHS KONTOOR BRANDS INC 21,080 16,356
USB 03735 - 162 SHS LAKELAND BANCORP INC 2,092 2,853
USB 03735 - 93 SHS LAKELAND FINCL CORP 5,169 6,786
UBS 03735 - 342 SHS LANDSTAR SYSTEMS INC 43,470 55,712
UBS 03735 - 44 SHS LHC GROUP INC 8,290 7,114
UBS 03735 - 401 SHS LOUISANA PACIFIC CORP 24,024 23,739
UBS 03735 - 63 SHS LUMENTUM HOLDINGS INC 5,622 3,287
UBS 03735 - 107 SHS MANPOWERGROUP INC 12,286 8,903
UBS 03735 - 91 SHS MARINEMAX INC 4,826 2,841
UBS 03735 - 103 SHS MASONITE INTL CORP NEW CAD 10,842 8,303
UBS 03735 - 227 SHS MAXLINEAR INC CL A 8,137 7,707
UBS 03735 - 357 SHS MEDPACE HOLDINGS INC 39,949 75,830
UBS 03735 - 215 SHS MERIDIAN BIOSCIENCE INC 4,618 7,140
UBS 03735 - 389 SHS MERIT MEDICAL SYSTEM INC 26,609 27,471
UBS 03735 - 203 SHS MERITAGE HOMES CORP 16,098 18,717
UBS 03735 - 326 SHS MUELLER INDS INC 18,867 19,234
UBS 03735 - 189 SHS MURPHY USA INC 30,318 52,833
UBS 03735 - 1,043 SHS NEWMARK GROUP INC CL A 10,903 8,313
UBS 03735 - 249 SHS NEXSTAR MEDIA GROUP INC CL A 36,891 43,582
UBS 03735 - 140 SHS OFFICE PROPERTIES INCOME TRUST REIT 3,510 1,869
UBS 03735 - 68 SHS OTTER TAIL CORP 2,876 3,992
UBS 03735 - 112 SHS OXFORD INDUSTRIES 11,303 10,436
UBS 03735 - 735 SHS PERDOCEO ED CORP COM 4,038 3,572
UBS 03735 - 1,478 SHS PIEDMONT OFFICE RLTY TR INC CL A 20,880 13,553
UBS 03735 - 65 SHS PORTLAND GENL ELECT CO NEW 2,729 3,185
UBS 03735 - 102 SHS PRIMERICA INC 13,539 14,466
UBS 03735 - 128 SHS PRIMORIS SERVICES CORP 3,624 2,808
UBS 03735 - 460 SHS PROGRESS SOFTWARE CORP 16,906 23,207
UBS 03735 - 229 SHS RALPH LAUREN CORP CL A 25,280 24,198
UBS 03735 - 208 SHS RENT-A-CENTER INC 7,574 4,690
UBS 03735 - 638 SHS SANMINA CORPORATION COME 17,448 36,551
UBS 03735 - 288 SHS SCIENCE APPLICATIONS INTE 24,863 31,948
UBS 03735 - 231 SHS SIGNET JEWELERS 16,959 15,708
UBS 03735 - 504 SHS SIMPLY GOOD FOODS CO 16,785 19,167
UBS 03735 - 347 SHS SONOCO PRODUCTS CO 20,244 21,066
UBS 03735 - 42 SHS STEPAN CO 4,655 4,471
UBS 03735 - 89 SHS STEWART INFORMATION SVCS CORP 4,197 3,803
UBS 03735 - 270 SHS STIFEL FINANCIAL CORP 16,919 15,760
UBS 03735 - 228 SHS STRIDE INC 5,367 7,132
UBS 03735 - 94 SHS TOPBUILD CORP 15,963 14,710
UBS 03735 - 110 SHS TOWNEBANK PORTSMOUTH VA 2,816 3,392
UBS 03735 - 25 SHS TRINET GROUP INC 20,625 15,730
UBS 03735 - 40 SHS TTEC HOLDINGS INC 4,174 1,765
UBS 03735 - 219 SHS UNITED THERAPEUTICS CORP 38,333 60,902
UBS 03735 - 425 SHS VALVOLINE INC COM 9,419 13,876
UBS 03735 - 46 SHS VERITIV CORP COM 6,209 5,599
UBS 03735 - 1,458 SHS VIRTU FINL INC CL A 44,628 29,758
UBS 03735 - 751 SHS WASHINGTON FEDERAL INC 20,977 25,196
UBS 03735 - 482 SHS ZIFF DAVIS INC 33,615 38,126
UBS 04403- 10,400 SHS ISHARES MSCI EAFE ETF 777,504 682,656
UBS 04403- 121,616.909 SHS GOLDMAN SACHS GQG PARTNERS INTERNATIONAL OPP. 2,284,568 2,020,057
UBS 04403- 60,083.74 SHS GQG PARTNERS EMERGING MRKTS EQTY FD CLASS INST 1,077,125 758,858
UBS 04403- 341,402.646 SHS PIMCO INCOME FUND CLASS I2 4,002,619 3,533,517

TY 2022 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 01525 - 1,282,945 SHS COLLER INTERNATIONAL PARTNERS VIII FMV 881,529 1,282,945

TY 2022 OtherDecreasesSchedule
Name:
ROBERT L CORKIN CHARITABLE FOUNDATION
EIN:
05-6022654
Description Amount
ADJUSTMENT TO SECURITIES COST BASIS 41,534


TY 2022 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 188,437 188,437   0
MISC EXPENSES 276 276   0
FILING FEES 50 0   50


TY 2022 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 485,538 485,538 485,538
COLLER INTERNATIONAL PARTNERS VIII, L.P. -10,288   -10,288


TY 2022 TaxesSchedule
Name:
ROBERT L CORKIN CHARITABLE FOUNDATION
EIN:
05-6022654
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 7,572 7,572   0
FEDERAL EXCISE TAX 74,764 0   0