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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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, MA017763219
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$40,370,799J 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) 1,397,174
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,592 2,592  
4 Dividends and interest from securities... 705,511 705,511  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,150,404
b Gross sales price for all assets on line 6a 8,278,536
7 Capital gain net income (from Part IV, line 2)... 1,136,648
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
List of Attached Documents:
// Content
519,041 532,999  
12 Total. Add lines 1 through 11........ 3,774,722 2,377,750  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 179,560 0   179,560
14 Other employee salaries and wages...... 16,500 0   16,500
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
54,779 27,390   27,389
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
31,114 10,853   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
List of Attached Documents:
// Content
181,009 180,959   50
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 462,962 219,202   223,499
25 Contributions, gifts, grants paid....... 1,786,500 1,786,500
26 Total expenses and disbursements. Add lines 24 and 25 2,249,462 219,202   2,009,999
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,525,260
b Net investment income (if negative, enter -0-) 2,158,548
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 66,391 33,184 33,184
2 Savings and temporary cash investments......... 545,268 284,430 284,430
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)....... 32,303,774 Click to see attachment
List of Attached Documents:
// Content
33,945,421 		38,405,325
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).......... 881,529 Click to see attachment
List of Attached Documents:
// Content
1,058,374 		1,647,860
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) 33,796,962 35,321,409 40,370,799
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 33,796,962 35,321,409
29 Total net assets or fund balances (see instructions)..... 33,796,962 35,321,409
30 Total liabilities and net assets/fund balances (see instructions). 33,796,962 35,321,409
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
33,796,962
2
Enter amount from Part I, line 27a .....................
2
1,525,260
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,000
4
Add lines 1, 2, and 3 ..........................
4
35,327,222
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,813
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
35,321,409
Form 990-PF (2023)
Form 990-PF (2023)
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      
b PUBLICLY TRADED SECURITIES - LONG-TERM      
c CAPITAL GAIN DISTRIBUTION      
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 763,888   765,333 -1,445
b 7,514,619   6,376,555 1,138,064
c 29     29
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       -1,445
b       1,138,064
c       29
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 1,136,648
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
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 30,004
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 30,004
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 30,004
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 42,236
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 72,236
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.......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 42,232
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow42,232 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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 		35,912 0 0
115 BIGELOW DRIVE
SUDBURY,MA01776
THOMAS O KATZ TRUSTEE
5.00 		35,912 0 0
C/O KATZ BASKIES WOLF LLC 3020
NORTH MILITARY TRAIL SUITE 100
BOCA RATON,FL33431
DALE F ECK TRUSTEE
5.00 		35,912 0 0
211 STILL RIVER ROAD
BOLTON,MA01740
LEE MANNING TRUSTEE
5.00 		35,912 0 0
9 BURROUGHS ROAD
LEXINGTON,MA02420
STEVEN CORKIN TRUSTEE
5.00 		35,912 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 (2023)
Form 990-PF (2023)
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 180,665
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 (2023)
Form 990-PF (2023)
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
34,744,421
b
Average of monthly cash balances.......................
1b
421,671
c
Fair market value of all other assets (see instructions)................
1c
1,423,525
d
Total (add lines 1a, b, and c).........................
1d
36,589,617
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
36,589,617
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
548,844
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
36,040,773
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,802,039
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
1,802,039
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
30,004
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
30,004
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,772,035
4
Recoveries of amounts treated as qualifying distributions................
4
5,000
5
Add lines 3 and 4............................
5
1,777,035
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
1,777,035
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
2,009,999
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
2,009,999
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,777,035
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,254,895
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,009,999
a Applied to 2022, but not more than line 2a 1,254,895
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 2023 distributable amount..... 755,104
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,021,931
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 (2023)
Form 990-PF (2023)
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

ALZHEIMER'S ASSOCIATION

225 N MICHIGAN AVENUE 17TH FLOOR
CHICAGO,IL60601 		NONE PC GENERAL SUPPORT 500

AMERICAN FRIENDS OF HEBREW UNIVERSITY

199 WATER STREET 11TH FLOOR
NEW YORK,NY10038 		NONE PC GENERAL SUPPORT 2,500

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 WEST 36TH STREET SUITE 1100
NEW YORK,NY10038 		NONE PC GENERAL SUPPORT 25,000

ASPCA

PO BOX 96929
WASHINGTON,DC200906929 		NONE PC GENERAL SUPPORT 1,250

ASSABET VALLEY EDUCATION INC

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

AUGUSTANA COLLEGE

639 38TH STREET
ROCK ISLAND,IL61201 		NONE PC GENERAL SUPPORT 5,000

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON ROAD
KANAB,UT83741 		NONE PC GENERAL SUPPORT 1,250

BOSTON CHILDREN'S HOSPITAL

401 PARK DRIVE SUITE 602
BOSTON,MA02215 		NONE PC GENERAL SUPPORT 334,167

BOSTON COLLEGE

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

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 5,000

BRIGHAM & WOMEN'S HOSPITAL

116 HUNTINGTON AVENUE 3RD FLOOR
BOSTON,MA02116 		NONE PC GENERAL SUPPORT 100,000

BROADMEADOW ELEMENTARY SCHOOL PTC

120 BRAOD MEADOW ROAD
NEEDHAM,MA02492 		NONE PC GENERAL SUPPORT 500

CENTRAL CONFERENCE OF RABBIS

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

CLAL-THE NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP INC

440 PARK AVENUE SOUTH 4TH FLOOR
NEW YORK,NY100168012 		NONE PC GENERAL SUPPORT 60,000

COMBINED JEWISH PHILANTHROPIES

126 HIGH STREET
BOSTON,MA02110 		NONE PC GENERAL SUPPORT 25,000

DANA FARBER CANCER INSTITUTE

10 BROOKLINE PLACE WEST 6TH FLOOR
BROOKLINE,MA024457226 		NONE PC GENERAL SUPPORT 25,000

FENWAY COMMUNITY HEALTH CENTER INC

1340 BOYLSTON STEET
BOSTON,MA02215 		NONE PC GENERAL SUPPORT 20,000

FILM INDEPENDENT INC

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

FINE ARTS WORK CENTER IN PROVINCETOWN INC

24 PEARL STREET
PROVINCETOWN,MA02657 		NONE PC GENERAL SUPPORT 10,000

FRANCISCAN CHILDREN'S

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

HEBREW SENIORLIFE INC

1200 CENTRE STREET
BOSTON,MA02131 		NONE PC GENERAL SUPPORT 5,000

HORACE MANN EDUCATIONAL ASSOCIATES INC

8 FORGE PARK EAST
FRANKLIN,MA02038 		NONE PC GENERAL SUPPORT 50,000

HORIZONS FOR HOMELESS CHILDREN

1785 COLUMBUS AVENUE
ROXBURY,MA02119 		NONE PC GENERAL SUPPORT 30,000

HUDSON HIGH SCHOOL

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

HULL LITTLE LEAGUE

PO BOX 29
HULL,MA02045 		NONE PC GENERAL SUPPORT 2,000

INDIAN HILL MUSIC SCHOOL

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

INSITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DRIVE
BOSTON,MA02210 		NONE PC GENERAL SUPPORT 105,000

JEWISH NATIONAL FUND

78 RANDALL AVENUE
ROCKVILLE,NY11470 		NONE PC GENERAL SUPPORT 25,000

KNOCK KNOCK GIVE A SOCK

60 STANFORD AVENUE
WEST ORANGE,NJ07052 		NONE PC GENERAL SUPPORT 20,000

LINCOLN NURSERY SCHOOL

PO BOX 6075 51 SANDY POND ROAD
LINCOLN,MA01773 		NONE PC GENERAL SUPPORT 10,500

LINCOLN-SUDBURY SCHOLARSHIP FUND

PO BOX 693
SUDBURY,MA01776 		NONE GOV GENERAL SUPPORT 10,000

MASSACHUSETTS 4-H FOUNDATION

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

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA STREET SUITE 540
BOSTON,MA021141101 		NONE PC GENERAL SUPPORT 1,000

METROWEST BOYS & GIRLS CLUB OF HUDSON

169 PLEASANT STREET
MARLBORO,MA01752 		NONE PC GENERAL SUPPORT 40,000

MITLIST VISUAL ARTS CENTER

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

MSPCA

350 SOUTH HUNTINGTON AVENUE
BOSTON,MA021304803 		NONE PC GENERAL SUPPORT 1,250

NORTH SHORE NURSURY SCHOOL

204 GREENWOOD AVENUE
BEVERLY,MA01915 		NONE PC GENERAL SUPPORT 1,500

NOW AND THERE INC

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

PEF ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVENUE RM 1500
NEW YORK,NY10017 		NONE PC GENERAL SUPPORT 25,000

PLUMFIELD ACADEMY INC

123 DAYTON STREET
DANVERS,MA01923 		NONE PC GENERAL SUPPORT 500

PMC

77 4TH AVENUE
NEEDHAM,MA02494 		NONE PC GENERAL SUPPORT 4,000

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

RUTH AND NORMAN RALES JEWISH FAMILY SERVICES INC

21300 RUTH AND BARON COLMAN BLVD
BOCA RATON,FL33428 		NONE PC GENERAL SUPPORT 2,500

SMART FROM THE START

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

STRUGGLE TO SAVE ETHIOPIAN JEWRY INC

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

SUBSTAINABLE CAPE

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

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

CO KLR 99 SUMMER STREET SUITE 52
BOSTON,MA02110 		NONE PF GENERAL SUPPORT 10,000

THE RIVERS SCHOOL

333 WINTER STREET
WESTON,MA024931040 		NONE PC GENERAL SUPPORT 16,000

THON-PENN STATE DANCE-A-THON

227D UNIVERSITY PARK HUB
UNIVERSITY PARK,PA16802 		NONE PC GENERAL SUPPORT 1,250

TOWN OF HUDSON DEPT OF VETERANS SERVICES

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

TRUSTEES OF BOSTON UNIVERSITY

PO BOX 22605
NEW YORK,NY100872605 		NONE PC GENERAL SUPPORT 200,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

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

UMASS OFFICE OF ADVANCEMENT - JAKE KENNEDY ALS FUND

333 SOUTH STREET
SHREWSBURY,MA01545 		NONE PC GENERAL SUPPORT 10,000

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 1,786,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 2,592  
4 Dividends and interest from securities ....     14 705,511  
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 .....     14 532,999  
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 13,756 18 1,136,648  
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 -13,958      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -202 2,377,750 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,377,548
(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 (2023)
Form 990-PF (2023)
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 (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 1,397,174


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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 54,779 27,390   27,389

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

TY 2023 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. 10,000 N/A 1/3/2023    
THE LESLIE ST FANG FOUNDATION
  		7 BLUFINCH PLACE PO BOX 8069
BOSTON,MA02118 		2023-01-04 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. 10,000 N/A 11/14/23    

TY 2023 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 - 505,102.46 SHS FEDERATED HERMES GOVERNMENT OBLIGATIONS 505,102 505,102
UBS 01525 - 16,667 SHS EVCI CAREER COLLEGES HOLDING CORP NEW 132,028 3,317
UBS 01525 - 86,500 SHS ROYAL BANK OF CANADA 865,000 1,078,655
UBS 01525 - 40,000 SHS BARCLAYS BANK PLC 400,000 394,800
UBS 01525 - 75,000 SHS MORGAN STANLEY FINANCE 750,000 736,125
UBS 01525 - 100,000 SHS UBS AG 1,000,000 969,000
UBS 01525 - 50,000 SHS CITIGROUP GLOBAL MARKETS 500,000 488,500
UBS 01525 - 125,000 SHS BOFA FINANCE LLC 1,250,000 1,192,500
UBS 01525 - 100,000 SHS BOFA FINANCE LLC 1,000,000 962,000
UBS 01525 - 100,000 SHS BOFA FINANCE LLC 1,000,000 996,000
UBS 01525 - 125,000 SHS CITIGROUP GLOBAL MARKETS 1,250,000 1,180,000
UBS 01525 - 200,000 SHS MORGAN STANLEY FINANCE 2,000,000 2,573,000
UBS 01525 - 125,000 SHS GS FINANCE CORP 1,250,000 1,352,500
UBS 01525 - 100,000 SHS BNP PARIBAS 1,000,000 1,027,000
UBS 01525 - 600,000 SHS FNMA PL 535336 0 789
UBS 01529 - 377 SHS ADOBE INC 188,092 224,918
UBS 01529 - 1,636 SHS ALCON INC 102,752 127,804
UBS 01529 - 480 SHS AMERIPRISE FINANCIAL INC 101,081 182,318
UBS 01529 - 497 SHS AMGEN INC 114,645 143,146
UBS 01529 - 576 SHS ANSYS INC 184,981 209,019
UBS 01529 - 1,243 SHS ATMOS ENERGY CORP 130,913 144,064
UBS 01529 - 644 SHS AUTODESK INC 120,265 156,801
UBS 01529 - 1,240 SHS BLACKSTONE INC CL A 133,793 162,341
UBS 01529 - 1,254 SHS CAPITAL ONE FINCL CORP 129,622 164,424
UBS 01529 - 2,183 SHS COCO COLA CO COM 115,213 128,644
UBS 01529 - 1,306 SHS COMMERCE BANCSHARES 69,015 69,753
UBS 01529 - 436 SHS CONSTELLATION BRANDS INC CL A 95,487 105,403
UBS 01529 - 3,712 SHS CORTEVA INC 149,900 177,879
UBS 01529 - 4,661 SHS COTERRA ENERGY INC 102,380 118,949
UBS 01529 - 918 SHS CROWN ASTLE INTL CORP REIT 136,166 105,744
UBS 01529 - 997 SHS CULLEN FROST BANKERS INC 91,048 108,165
UBS 01529 - 588 SHS DANAHER CORP 122,501 136,028
UBS 01529 - 693 SHS ECOLAB INC 141,945 137,457
UBS 01529 - 1,583 SHS EQUITY LIFESTYLE PROPERTIES INC REIT 100,201 111,665
UBS 01529 - 489 SHS GENL DYNAMICS CORP 89,115 126,979
UBS 01529 - 720 SHS HONEYWELL INTL INC 159,083 150,991
UBS 01529 - 1,501 SHS LENNAR CORP CL A 112,875 223,709
UBS 01529 - 542 SHS LOWES COMPANIES INC 112,544 120,622
UBS 01529 - 392 SHS MARTIN MARIETTA MATERIALS INC 90,890 195,573
UBS 01529 - 1,191 SHS MEDTRONIC PLC 128,317 98,115
UBS 01529 - 1,321 SHS MERCK & CO INC COM 132,648 144,015
UBS 01529 - 7,071 SHS MICHELIN COMPAGNIE GENERALE ADR 123,972 126,995
UBS 01529 - 2,219 SHS MICROCHIP TECHNOLOGY INC 155,879 200,109
UBS 01529 - 778 SHS MICROSOFT CORP 168,093 292,559
UBS 01529 - 10,845 SHS MITSUBISHI UFJ FINANCIAL GROUP INC SPON ADR 47,943 93,375
UBS 01529 - 810 SHS OSHKOSH CORP 84,741 87,812
UBS 01529 - 464 SHS PARKER HANNIFIN CORP 116,402 213,765
UBS 01529 - 795 SHS PNC FINANCIAL SERVICES GROUP 109,745 123,106
UBS 01529 - 823 SHS PROCTER & GAMBLE CO 113,131 120,602
UBS 01529 - 1,193 SHS QUALCOMM INC 164,677 172,544
UBS 01529 - 1,174 SHS RPM INTL INC (DELA) 101,477 131,054
UBS 01529 - 1,809 SHS SONY CORP ADR NEW JAPAN ADR 140,055 171,294
UBS 01529 - 1,590 SHS SYSCO CORP 132,962 116,277
UBS 01529 - 294 SHS TELEDYNE TECHNOLOGIES INC 125,098 131,209
UBS 01529 - 3,246 SHS US BANCORP DEL 101,431 140,487
UBS 01529 - 196 SHS VERALTO CORP 16,170 16,123
UBS 01529 - 2,161 SHS XCEL ENERGY INC 148,910 133,788
UBS 01529 - 1,375 SHS XYLEM INC 130,473 157,245
UBS 03561 - 1,062 SHS ABBOTT LABS 116,550 116,894
UBS 03561 - 600 SHS ACCENTURE PLC IRELAND CL A 164,755 210,546
UBS 03561 - 1,224 SHS ADVANCED MICRO DEVICES INC 119,933 180,430
UBS 03561 - 3,891 SHS ALPHABET INC CL A 325,637 543,534
UBS 03561 - 4,088 SHS AMAZON.COM INC 433,017 621,131
UBS 03561 - 785 SHS AMERICAN TOWER CORP REIT 178,207 169,466
UBS 03561 - 329 SHS AMERIPRISE FINANCIAL INC 48,250 124,964
UBS 03561 - 2,932 SHS APPLE INC 316,526 564,498
UBS 03561 - 990 SHS APPLIED MATERIALS INC 121,923 160,449
UBS 03561 - 118 SHS ASML HLDG NV SPON ADR 73,008 89,317
UBS 03561 - 2,062 SHS BOSTON SCIENTIFIC CORP 82,089 119,204
UBS 03561 - 94 SHS BROADCOM INC 77,770 104,927
UBS 03561 - 63 SHS CHIPOTLE MEXICAN GRILL INC 120,652 144,078
UBS 03561 - 2,748 SHS COCA COLA CO COM 170,311 164,061
UBS 03561 - 266 SHS COSTCO WHOLESALE CORP 113,961 175,581
UBS 03561 - 305 SHS DANAHER CORP 49,989 70,559
UBS 03561 - 408 SHS HONEYWELL INTL INC 77,795 85,562
UBS 03561 - 324 SHS INTUIT 139,831 202,510
UBS 03561 - 350 SHS INTUITIVE SURGICAL INC 91,142 118,076
UBS 03561 - 492 SHS LILLY ELI & CO 168,618 286,797
UBS 03561 - 379 SHS MASTERCARD INC CL A 143,471 161,647
UBS 03561 - 1,108 SHS META PLATFORMS INC CL A 330,468 392,188
UBS 03561 - 2,870 SHS MICROSOFT CORP 452,550 1,079,235
UBS 03561 - 1,311 SHS NIKE INC CL B 181,329 142,335
UBS 03561 - 128 SHS O REILLY AUTOMOTIVE INC 53,267 121,610
UBS 03561 - 411 SHS PALO ALTO NETWORKS INC 64,566 121,196
UBS 03561 - 253 SHS PARKER HANNIFIN CORP 72,593 116,557
UBS 03561 - 247 SHS ROCKWELL AUTOMATION INC NEW 42,975 76,689
UBS 03561 - 273 SHS S&P GLOBAL INC 100,878 120,262
UBS 03561 - 845 SHS SALESFORCE.COM INC 174,059 222,353
UBS 03561 - 1,846 SHS SCHLUMBERGER LTD NETHERLANDS ANTILLES 66,436 96,066
UBS 03561 - 512 SHS SHERWIN WILLIAMS CO 100,170 159,693
UBS 03561 - 228 SHS THERMO FISHER SCIENTIFIC INC 86,411 121,020
UBS 03561 - 1,966 SHS TJX COS INC NEW 114,011 184,430
UBS 03561 - 619 SHS UNION PACIFIC CORP 137,648 152,039
UBS 03561 - 452 SHS UNITEDHEALTH GROUP INC 218,405 237,964
UBS 03561 - 1,095 SHS VISA INC CL A 203,692 285,083
UBS 03535 - 487 SHS ACADEMY SPORTS & OUTDOORS INC 22,159 32,142
UBS 03735 - 325 SHS ACUITY BRANDS INC 57,888 66,570
UBS 03735 - 513 SHS ADTALEM GLOBAL ED INC 21,848 30,241
UBS 03735 - 174 SHS ALPHA METALLURGICAL RES INC 34,401 58,972
UBS 03735 - 183 SHS AMN HEALTHCARE SERVICES INC 17,852 13,703
UBS 03735 - 455 SHS AMPHASTAR PHARMACEUTICALS INC 16,097 28,142
UBS 03735 - 2,463 SHS APPLE HOSPITALITY REIT INC 33,092 40,910
UBS 03735 - 182 SHS APPLIED INDL TECH INC 11,842 31,430
UBS 03735 - 241 SHS ARMSTRONG WORLD INDUSTRIES INC 19,428 23,695
UBS 03735 - 248 SHS ATKORE INC 23,405 39,680
UBS 03735 - 201 SHS ATLANTIC UN BANKSHARES CORP COM 7,566 7,345
UBS 03735 - 133 SHS AUTONATION INC 15,457 19,974
UBS 03735 - 149 SHS AVIENT CORP 4,677 6,194
UBS 03735 - 283 SHS AVNET INC 12,181 14,263
UBS 03735 - 79 SHS BANCFIRST CORP 6,578 7,689
UBS 03735 - 1,661 SHS BANK OZK 64,149 82,768
UBS 03735 - 171 SHS BELDEN INC NEW 13,769 13,210
UBS 03735 - 346 SHS BERKSHIRE HILLS BANCORP 8,404 8,591
UBS 03735 - 226 SHS BOYD GAMING CORP 14,490 14,150
UBS 03735 - 652 SHS BRUKER CORP 26,190 47,909
UBS 03735 - 126 SHS BUILDERS FIRSTSOURCE INC 1,746 21,034
UBS 03735 - 1,929 SHS CADENCE BK 50,506 57,079
UBS 03735 - 226 SHS CARTER'S INC 19,368 16,925
UBS 03735 - 48 SHS CHEMED CORP NEW 23,904 28,068
UBS 03735 - 354 SHS CHORD ENERGY CORP 45,700 58,845
UBS 03735 - 208 SHS CIRRUS LOGIC INC 18,460 17,304
UBS 03735 - 70 SHS CLEAN HARBORS INC 7,160 12,216
UBS 03735 - 356 SHS COMFORT SYSTEMS USA INC 45,802 73,219
UBS 03735 - 1,259 SHS COMMERCIAL METALS CO 50,234 63,000
UBS 03735 - 420 SHS CONCENTRIX CORP 33,278 41,248
UBS 03735 - 126 SHS CRANE CO 8,444 14,886
UBS 03735 - 239 SHS CRANE NXT CO 8,981 13,592
UBS 03735 - 180 SHS CROCS INC 17,065 16,814
UBS 03735 - 424 SHS CSG SYSTEMS INTL INC 19,663 22,561
UBS 03735 - 70 SHS DECKERS OUTDOOR CORP 19,255 46,790
UBS 03735 - 19 SHS DIODES INC 1,211 1,530
UBS 03735 - 441 SHS DONALDSON CO INC 26,977 28,819
UBS 03735 - 138 SHS DONNELLEY FINL SOLUTIONS INC 4,348 8,607
UBS 03735 - 374 SHS EMCOR GROUP INC 38,360 80,571
UBS 03735 - 254 SHS EVERCORE INC CL A 28,245 43,447
UBS 03735 - 462 SHS EVERTEC INC 19,042 18,914
UBS 03735 - 773 SHS EXELIXIS INC 15,331 18,544
UBS 03735 - 1,122 SHS EXLSERVICE HOLDINGS INC 30,891 34,614
UBS 03735 - 706 SHS FEDERATED HERMES INC CL B 20,484 23,905
UBS 03735 - 838 SHS FIRST COMWLTH FINCL CORP PENN 10,374 12,939
UBS 03735 - 637 SHS FIRST FINCL BANCORP OHIO 14,107 15,129
UBS 03735 - 45 SHS FIRST FINCL CORP IND 1,847 1,936
UBS 03735 - 545 SHS FIRST FINCL BANKSHARES INC 16,916 16,513
UBS 03735 - 1,538 SHS FNB CORP PA 13,663 21,192
UBS 03735 - 85 SHS FTI CONSULTING INC 11,822 16,928
UBS 03735 - 980 SHS FULTON FINCL CORP PA 13,951 16,131
UBS 03735 - 197 SHS GLOBUS MED INC CL A 11,023 10,498
UBS 03735 - 886 SHS GRAPHIC PACKAGING HOLDING CO 17,896 21,840
UBS 03735 - 907 SHS H&R BLOCK 27,741 43,872
UBS 03735 - 611 SHS HANCOCK WHITNEY CORP 28,565 29,688
UBS 03735 - 282 SHS HANOVER INSURANCE GROUP INC 31,150 34,240
UBS 03735 - 70 SHS HELEN OF TROY LTD NEW (BERMUDA) ORD 9,042 8,457
UBS 03735 - 236 SHS HF SINCLAIR CORP 21,123 24,117
UBS 03735 - 124 SHS HUB GROUP INC CL A 8,946 11,401
UBS 03735 - 261 SHS HUNTSMAN CORP 8,245 6,559
UBS 03735 - 140 SHS INSIGHT ENTERPRISES INC 13,917 24,807
UBS 03735 - 225 SHS INSTALLED BLDG PRODUCTS 26,149 41,134
UBS 03735 - 316 SHS INTEGER HLDGS CORP COM 27,888 31,309
UBS 03735 - 290 SHS INTEGRA LIFESCIENCES HLDG 12,381 12,629
UBS 03735 - 290 SHS INTERDIGITAL INC (PA) 15,547 17,366
UBS 03735 - 336 SHS JABIL INC 13,815 42,806
UBS 03735 - 84 SHS KFORCE INC 4,674 5,675
UBS 03735 - 335 SHS KONTOOR BRANDS INC 15,484 20,911
USB 03735 - 131 SHS LAKELAND FINCL CORP 9,025 8,536
UBS 03735 - 143 SHS LANDSTAR SYSTEMS INC 21,965 27,692
UBS 03735 - 101 SHS MASONITE INTL CORP NEW CAD 10,357 8,551
UBS 03735 - 859 SHS MASTERBRAND INC 9,990 12,756
UBS 03735 - 155 SHS MEDPACE HOLDINGS INC 23,797 47,512
UBS 03735 - 377 SHS MERIT MEDICAL SYSTEM INC 25,886 28,637
UBS 03735 - 242 SHS MERITAGE HOMES CORP 20,687 42,156
UBS 03735 - 811 SHS MUELLER INDS INC 24,625 38,239
UBS 03735 - 142 SHS MURPHY USA INC 24,847 50,632
UBS 03735 - 269 SHS NBT BANCORP INC 9,194 11,274
UBS 03735 - 209 SHS NEXSTAR MEDIA GROUP INC CL A 31,530 32,761
UBS 03735 - 768 SHS OPTION CARE HEALTH INC 22,289 25,874
UBS 03735 - 233 SHS OTTER TAIL CORP 15,155 19,798
UBS 03735 - 30 SHS OXFORD INDUSTRIES 2,791 3,000
UBS 03735 - 257 SHS PERDOCEO ED CORP COM 4,038 4,513
UBS 03735 - 1,111 SHS PIEDMONT OFFICE RLTY TR INC CL A 14,957 7,899
UBS 03735 - 41 SHS PRIMERICA INC 6,984 8,436
UBS 03735 - 207 SHS PRIMORIS SERVICES CORP 6,140 6,874
UBS 03735 - 409 SHS PROGRESS SOFTWARE CORP 15,153 22,209
UBS 03735 - 57 SHS RALPH LAUREN CORP CL A 6,396 8,219
UBS 03735 - 212 SHS RYDER SYSTEM INC 21,827 24,393
UBS 03735 - 367 SHS SANMINA CORPORATION COME 12,764 18,853
UBS 03735 - 277 SHS SCIENCE APPLICATIONS INTE 26,521 34,437
UBS 03735 - 296 SHS SIGNET JEWELERS 21,637 31,749
UBS 03735 - 719 SHS SIMPLY GOOD FOODS CO 25,335 28,472
UBS 03735 - 620 SHS SONOCO PRODUCTS CO 35,222 34,639
UBS 03735 - 268 SHS STERLING INFRASTRUCTURE INC 19,260 23,565
UBS 03735 - 145 SHS STEWART INFORMATION SVCS CORP 6,276 8,519
UBS 03735 - 574 SHS STIFEL FINANCIAL CORP 34,504 39,692
UBS 03735 - 380 SHS STRIDE INC 13,129 22,561
UBS 03735 - 1,105 SHS TAYLOR MORRISON HOME CORP CL A 50,964 58,952
UBS 03735 - 212 SHS TEEKAY TANKERS LTD 10,895 10,594
UBS 03735 - 207 SHS TERADATA CORP NEW (DELA) 9,931 9,007
UBS 03735 - 75 SHS TOPBUILD CORP 15,665 28,069
UBS 03735 - 250 SHS TRINET GROUP INC 21,146 29,732
UBS 03735 - 148 SHS UNITED THERAPEUTICS CORP 26,791 32,544
UBS 03735 - 208 SHS UPBOUND GROUP INC 7,574 7,066
UBS 03735 - 969 SHS VONTIER CORP COM 29,860 33,479
UBS 03735 - 441 SHS WINTRUST FINANCIAL CORP 33,503 40,903
UBS 03735 - 300 SHS ZIFF DAVIS INC 20,492 20,157
UBS 03735 - 1,248 SHS ZIONS BANCORP NA 38,072 54,750
UBS 04403- 10,400 SHS ISHARES MSCI EAFE ETF 777,504 783,640
UBS 04403- 124,559.030 SHS GOLDMAN SACHS GQG PARTNERS INTERNATIONAL OPP. 2,341,351 2,467,514
UBS 04403- 61,709.446 SHS GQG PARTNERS EMERGING MARKETS EQUITY FUND CLASS I 1,102,925 977,478
UBS 04403- 341,402.646 SHS PIMCO INCOME FUND CLASS I2 4,002,619 3,625,696

TY 2023 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 1,058,374 1,647,860

TY 2023 OtherDecreasesSchedule
Name:
ROBERT L CORKIN CHARITABLE FOUNDATION
EIN:
05-6022654
Description Amount
ADJUSTMENT TO SECURITIES COST BASIS 5,813


TY 2023 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 180,665 180,665   0
MISC EXPENSES 294 294   0
FILING FEES 50 0   50


TY 2023 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 532,958 532,958 532,958
UBS 01526 OTHER INCOME 2 2 2
UBS 01529 OTHER INCOME 15 15 15
UBS 03561 OTHER INCOME 24 24 24
COLLER INTERNATIONAL PARTNERS VIII, L.P. -13,958   -13,958


TY 2023 OtherIncreasesSchedule
Name:
ROBERT L CORKIN CHARITABLE FOUNDATION
EIN:
05-6022654
Description Amount
PRIOR YEAR CHECK NOT CHECKED 5,000


TY 2023 TaxesSchedule
Name:
ROBERT L CORKIN CHARITABLE FOUNDATION
EIN:
05-6022654
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 10,853 10,853   0
FEDERAL EXCISE TAX 20,261 0   0