TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

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 If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$45,250,857J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	1,676,609
2	Check .............
3	Interest on savings and temporary cash investments	1,504		1,504
4	Dividends and interest from securities...	711,870		711,870
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		2,094,134
b	Gross sales price for all assets on line 6a 15,404,370
7	Capital gain net income (from Part IV, line 2)...			2,094,134
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).......	List of Attached Documents: // Content	552,034	542,884
12	Total. Add lines 1 through 11........	5,036,151		3,350,392
13	Compensation of officers, directors, trustees, etc.	217,410		0	217,410
14	Other employee salaries and wages......	20,000		0	20,000
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	1,986	0	1,986
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	46,468	23,234	23,234
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	216,180	216,180	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	33,368	3,368	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	366	0	366
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	535,778		242,782	262,996
25	Contributions, gifts, grants paid.......	1,690,246			1,690,246
26	Total expenses and disbursements. Add lines 24 and 25	2,226,024		242,782	1,953,242
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	2,810,127
b	Net investment income (if negative, enter -0-)			3,107,610
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	33,184
	2	Savings and temporary cash investments.........	284,430	231,960	231,960
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	33,945,421	List of Attached Documents: // Content 36,464,805	42,914,167
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,058,374	List of Attached Documents: // Content 1,432,107	2,104,730
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	35,321,409	38,128,872	45,250,857
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		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	35,321,409	38,128,872
	29	Total net assets or fund balances (see instructions).....	35,321,409	38,128,872
	30	Total liabilities and net assets/fund balances (see instructions).	35,321,409	38,128,872

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

35,321,409

Enter amount from Part I, line 27a .....................

2,810,127

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

38,131,536

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

2,664

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

38,128,872

Form 990-PF (2024)

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
1 a	PUBLIC TRADED SECURITIES - SHORT TERM
b	PUBLIC TRADED SECURITIES - LONG TERM
c	CAPITAL GAINS DIVIDENDS	P
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	693,370	616,551	76,819
b	14,592,944	12,693,685	1,899,259
c	118,056		118,056
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			76,819
b			1,899,259
c			118,056
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	2,094,134
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	43,196
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	43,196
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	43,196
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	42,232
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	60,000
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	102,232
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	59,036
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax59,036	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

GEORGE KAPLAN Telephone no. right arrow

(508) 481-4000

Located at right arrow

C/O GEORGE KAPLAN 115 BIGELOW DRIVESUDBURYMA ZIP+4 right arrow

01776

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

16 At any time during calendar year 2024, 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 (2024)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2024? .............

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)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

Yes

If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment

List of Attached Documents:

// Content

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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-)
MARJORIE C KAPLAN	TRUSTEE 5.00	43,482
115 BIGELOW DRIVE SUDBURY,MA01776	TRUSTEE 5.00	43,482
THOMAS O KATZ	TRUSTEE 5.00	43,482
C/O KATZ BASKIES WOLF LLC 3020 NORTH MILITARY TRAIL SUITE 100 BOCA RATON,FL33431	TRUSTEE 5.00	43,482
DALE F ECK	TRUSTEE 5.00	43,482
211 STILL RIVER ROAD BOLTON,MA01740	TRUSTEE 5.00	43,482
LEE MANNING	TRUSTEE 5.00	43,482
9 BURROUGHS ROAD LEXINGTON,MA02420	TRUSTEE 5.00	43,482
STEVEN CORKIN	TRUSTEE 5.00	43,482
1 FRANKLIN STREET 3603 BOSTON,MA02110	TRUSTEE 5.00	43,482

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...................				0

Form 990-PF (2024)

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	214,680
525 OKEECHOBEE BLVD SUITE 1500 WEST PALM BEACH,FL33401	INVESTMENT MANAGEMENT SERVICE	214,680

Total number of others receiving over $50,000 for professional services............. right arrow

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 arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

41,747,891

Average of monthly cash balances.......................

351,499

Fair market value of all other assets (see instructions)................

1,838,303

Total (add lines 1a, b, and c).........................

43,937,693

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

43,937,693

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

659,065

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

43,278,628

Minimum investment return. Enter 5% (0.05) of line 5................

2,163,931

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.)

Minimum investment return from Part IX, line 6..................

2,163,931

Tax on investment income for 2024 from Part V, line 5 .......

43,196

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

43,196

Distributable amount before adjustments. Subtract line 2c from line 1............

2,120,735

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

2,120,735

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

2,120,735

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,953,242

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

1,953,242

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7				2,120,735
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			1,021,931
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 1,953,242
a Applied to 2023, but not more than line 2a			1,021,931
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 2024 distributable amount.....				931,311
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2024.	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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........				1,189,424
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 2019 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ASSABET VALLEY EDUCATION FOUNDATION INC 215 FITCHBURG STREET MARLBORO,MA01752	NONE	PC	GENERAL SUPPORT	5,000
BELMONT HILL SCHOOL INC 350 PROSPECT STREET BELMONT,MA02478	NONE	PC	GENERAL SUPPORT	2,300
BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON ROAD KANAB,UT84741	NONE	PC	GENERAL SUPPORT	1,500
BOSTON CHILDREN'S HOSPITAL 401 PARK DRIVE SUITE 602 BOSTON,MA02215	NONE	PC	GENERAL SUPPORT	334,683
BOSTON COLLEGE TRUSTEES 31 LAWRENCE AVENUE CHESTNUT HILL,MA02467	NONE	PC	GENERAL SUPPORT	20,000
BRAIN TUMOR SOCIETY 55 CHAPEL STREET SUITE 200 NEWTON,MA02458	NONE	PC	GENERAL SUPPORT	40,834
BRANDEIS UNIVERSITY 415 SOUTH STREET WALTHAM,MA02454	NONE	PC	GENERAL SUPPORT	5,000
BRIGHAM & WOMEN'S HOSPITAL DEVELOPMENT OFFICE 116 HUNTINGTON AVENUE 3RD FLOOR BOSTON,MA02116	NONE	PC	GENERAL SUPPORT	100,000
EMERSON HEALTH FOUNDATION INC 133 OLD ROAD TO NINE ACRE CORNER CONCORD,MA017429861	NONE	PC	GENERAL SUPPORT	500
FENWAY HEALTH 1340 BOYLSTON STREET BOSTON,MA02215	NONE	PC	GENERAL SUPPORT	20,000
FILM INDEPENDENT INC 5670 WILSHIRE BOULEVARD 9TH FLOOR LOS ANGELES,CA90036	NONE	PC	GENERAL SUPPORT	11,379
FINE ARTS WORK CENTER IN PROVINCETOWN INC 24 PEARL STREET PROVINCETOWN,MA02657	NONE	PC	GENERAL SUPPORT	10,000
GOODMAN JEWISH FAMILY SERVICES 5890 S PINE ISLAND ROAD SUITE 201 DAVIE,FL33328	NONE	PC	GENERAL SUPPORT	5,000
GROTON HILL MUSIC CENTER PO BOX 1484 LITTLETON,MA01460	NONE	PC	GENERAL SUPPORT	50,000
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
HORIZON'S FOR HOMELESS CHILDREN 1705 COLUMBUS AVENUE ROXBURY,MA02110	NONE	PC	GENERAL SUPPORT	30,000
HUDSON CULTURAL ALLIANCE 14 MAIN STREET 2ND FLOOR HUDSON,MA01749	NONE	PC	GENERAL SUPPORT	50,000
HUDSON HIGH SCHOOL 69 BRIGHAM STREET HUDSON,MA01749	NONE	PC	GENERAL SUPPORT	5,000
HULL LITTLE LEAGUE PO BOX 29 HULL,MA02045	NONE	PC	GENERAL SUPPORT	1,000
INSTITUTE OF CONTEMPORARY ART 25 HARBOR SHORE DRIVE BOSTON,MA02210	NONE	PC	GENERAL SUPPORT	105,000
KNOCK KNOCK GIVE A SOCK 60 STANFORD AVENUE WEST ORANGE,NJ07052	NONE	PC	GENERAL SUPPORT	10,000
LEXINGTON CHRISTIAN ACADEMY 48 BARTLETT AVENUE LEXINGTON,MA02420	NONE	PC	GENERAL SUPPORT	1,000
LINCOLN NURSERY SCHOOL PO BOX 6075 51 SANDY ROAD LINCOLN,MA01773	NONE	PC	GENERAL SUPPORT	10,000
LINCOLN-SUDBURY SCHOLARSHIP FUND PO BOX 693 SUDBURY,MA01776	NONE	PC	GENERAL SUPPORT	10,000
LOS ANGELES CHILDREN'S HOSPITAL 4650 SUNSET BOULEVARD SUITE 29 LOS ANGELES,CA90027	NONE	PC	GENERAL SUPPORT	250
LOVELANE SPECIAL NEEDS HORSEBACK RIDING PROGRAM INC 40 BAKER BRIDGE ROAD LINCOLN,MA01773	NONE	PC	GENERAL SUPPORT	5,000
MASS GENERAL BRIGHAM INCORPORATED 125 NASHUA STREET SUITE 540 BOSTON,MA02114	NONE	PC	GENERAL SUPPORT	1,000
MASSACHUSETTS 4-H FOUNDATION 1661 WORCESTER ROAD SUITE 201 FRAMINGHAM,MA017015408	NONE	PC	GENERAL SUPPORT	15,000
METROWEST BOYS & GIRLS CLUB OF HUDSON 169 PLEASANT STREET MARLBORO,MA01752	NONE	PC	GENERAL SUPPORT	40,000
MSPCA-ANGEL 350 SOUTH HUNTINGTON AVENUE BOSTON,MA021304803	NONE	PC	GENERAL SUPPORT	1,500
NEW HAMPSHIRE HUMANE SOCIETY 1305 MEREDITH CENTER ROAD LACONIA,NH03246	NONE	PC	GENERAL SUPPORT	510
OHR TORAH STONE INSTITUTIONS OF ISRAEL 49 W 45TH STREET SUITE 701 NEW YORK,NY10036	NONE	PC	GENERAL SUPPORT	5,000
OLD METHODIST EPISCOPAL CHURCH OF BERLIN DBA 19 CARTER 19 CARTER STREET BERLIN,MA01503	NONE	PC	GENERAL SUPPORT	5,000
PMC 77 4TH AVENUE NEEDHAM,MA02494	NONE	PC	GENERAL SUPPORT	2,000
POVINCETOWN ART ASSOCIATION AND MUSEUM INC 460 COMMERCIAL STREET PROVINCETOWN,MA02657	NONE	PC	GENERAL SUPPORT	1,000
PPAF PROVIDENCE PUBLIC ART FUND 1300 MONAD TERRACE 5F MIAMI BEACH,FL33139	NONE	PC	GENERAL SUPPORT	1,250
PROJECT STEP 301 MASSACHUSETTS AVENUE BOSTON,MA021154557	NONE	PC	GENERAL SUPPORT	25,000
PROVISIONS MINISTRY INC 7 THOMAS NEWTON DRIVE WESTBORO,MA01581	NONE	PC	GENERAL SUPPORT	25,000
SEA TURTLES ADVENTURES INC 235 SW 6TH AVENUE BOYNTON BEACH,FL33435	NONE	PC	GENERAL SUPPORT	540
SMART FROM THE START 852 SOUTH STREET ROSLINDALE,MA02131	NONE	PC	GENERAL SUPPORT	60,000
ST BRIDGID PARISH 2001 MASSACHUSETTS AVENUE LEXINGTON,MA024214812	NONE	PC	GENERAL SUPPORT	1,250
STRUGGLE TO SAVE ETHIOPIAN JEWRY INC 459 COLUMBUS AVENUE SUITE 216 NEW YORK,NY10024	NONE	PC	GENERAL SUPPORT	2,500
SUSTAINABLE CAPE PO BOX 988 TRURO,MA02666	NONE	PC	GENERAL SUPPORT	5,000
TEMPLE ISRAEL 477 LONGWOOD AVENUE BOSTON,MA022155396	NONE	PC	GENERAL SUPPORT	25,000
THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMAL PO BOX 96929 WASHINGTON,DC200906929	NONE	PC	GENERAL SUPPORT	500
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 AND LEADERSHIP INC 440 PARK AVENUE SOUTH 4TH FLOOR NEW YORK,NY100168012	NONE	PC	GENERAL SUPPORT	60,000
THE RIVERS SCHOOL 333 WINTER STREET WESTON,MA024931040	NONE	PC	GENERAL SUPPORT	6,000
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 CHAN MEDICIAL SCHOOL FOUNDATION INC 333 SOUTH STREET SHREWSBURY,MA01545	NONE	PC	GENERAL SUPPORT	10,000
UNIVERSITY OF DENVER 2601 EAST COLORADO AVENUE DENVER,CO80208	NONE	PC	GENERAL SUPPORT	50,000
VICTORY PROGRAMS 965 MASSACHUSETTS AVENUE BOSTON,MA02118	NONE	PC	GENERAL SUPPORT	50,000
VIDIOTS FOUNDATION 4884 EAGLE ROCK BOULEVARD LOS ANGELES,CA90041	NONE	PC	GENERAL SUPPORT	1,250
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 ................................. 3a				1,690,246

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2024)

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	(e) Related or exempt function income (See instructions.)
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	1,504
4 Dividends and interest from securities ....			14	711,870
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	560,150
8 Gain or (loss) from sales of assets other than inventory ............			18	2,094,134
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aRREF V DEBT DOMESTIC INVESTORS, LP			14	-17,266
bFEDERAL TAX REFUND			01	9,150
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		3,359,542	0

13Total. Add line 12, columns (b), (d), and (e)..................

3,359,542

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

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

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization ROBERT L CORKIN CHARITABLE FOUNDATION

Part I	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	$ 1,676,609	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2024 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	46,468	23,234		23,234

- TIN:

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

TY 2024 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	CO KLR 99 SUMMER STREET SUITE 52 BOSTON,MA02110	2024-01-17	10,000	DONATED TO THE CHARLESTOWN COMMUNITY CARES, INC., A 501(C)(3) PUBLIC CHARITY, TO FUND TUTORING FOR KIDS WITH LEARNING DISABILITIES AND SUMMER CAMPS FOR KIDS IN NEED AT THE YMCA.	10,000	N/A	1/17/24, 4/1/24, & 11/26/24

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

ROBERT L CORKIN CHARITABLE FOUNDATION

EIN:

05-6022654

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ZHEJIANG DASHANG MEDIA CO LTD	132,028	0
MORGAN STANLEY FINANCE	750,000	750,375
BOFA FINANCE LLC	1,250,000	1,218,750
UBS AG	1,000,000	983,000
BOFA FINANCE LLC	1,000,000	992,000
CITIGROUP GLOBAL MARKETS	1,250,000	1,218,750
MORGAN STANLEY FINANCE	2,000,000	3,451,000
BOFA FINANCE LLC	1,000,000	981,000
BNP PARIBAS	1,000,000	1,025,000
BARCLAYS BANK PLC	500,000	500,000
JPMORGAN CHASE FINANCIAL	1,000,000	970,000
FNMA PL 535336	0	506
FEDERATED HERMES GOV'T OBLIGATIONS	1,810,227	1,810,227
ADOBE INC. (DELAWARE)	198,479	175,649
ALCON INC CHF	109,949	138,201
AMERICAN WATER WORKS CO INC	136,647	129,719
AMERICAN INTL GROUP INC COM	142,226	139,776
AMERIPRISE FINANCIAL INC	103,235	250,242
AMGEN INC	135,833	145,698
ANSYS INC	177,763	183,845
ATMOS ENERGY CORP	128,248	167,403
BLACKSTONE INC CL A	99,906	162,075
CAPITAL ONE FINCL CORP	127,630	211,488
COCA COLA CO COM	118,845	135,851
COMMERCE BANCSHARES INC	66,485	79,508
CONSTELLATION BRANDS INC CL A	104,430	103,870
CORTEVA INC	162,563	200,385
COTERRA ENERGY INC	128,058	138,222
CULLEN FROST BANKERS INC	81,029	116,797
DANAHER CORP	130,696	139,566
ECOLAB INC	138,235	158,166
EQUITY LIFESTYLE PROPERTIES	105,366	109,157
GENL DYNAMICS CORP	90,324	127,793
HONEYWELL INTL INC	146,459	150,217
LENNAR CORP CL A	115,120	186,827
LOWES COMPANIES INC	120,533	140,676
MARTIN MARIETTA MATERIALS INC	100,411	175,610
MEDTRONIC PLC	125,518	94,179
MERCK & CO INC COM	134,367	129,921
MICHELIN COMPAGNIE GENERALE	126,067	117,074
MICROCHIP TECHNOLOGY INC	154,567	123,417
MICROSOFT CORP	142,524	248,263
MITSUBISHI UFJ FINANCIAL GROUP	56,930	127,443
OSHKOSH CORP	97,815	87,940
PARKER HANNIFIN CORP	143,388	296,390
PNC FINANCIAL SERVICES GROUP	105,440	145,216
PROCTER & GAMBLE CO	116,050	140,323
QUALCOMM INC	166,195	163,759
RPM INTL INC (DELA)	114,489	156,163
SONY GROUP CORP SPONSORED ADR	132,758	171,502
TELEDYNE TECHNOLOGIES INC	125,725	137,847
TOTALENERGIES SE SPON ADR	139,537	117,229
US BANCORP DEL (NEW	113,674	163,579
VERIZON COMMUNICATIONS INC	145,461	137,566
XCEL ENERGY INC	129,728	137,876
XYLEM INC	123,206	144,677
SPDR BLOOMBERG 1-3 MONTH	110,428	110,082
ABBOTT LABS	95,709	100,781
ADOBE INC. (DELAWARE)	184,357	146,744
ADVANCED MICRO DEVICES INC	119,933	147,847
ALPHABET INC CL A	288,772	527,579
AMAZON.COM INC	433,017	896,866
AMERICAN TOWER CORP REIT	146,205	116,465
AMERIPRISE FINANCIAL INC	31,879	108,616
APPLE INC	446,129	834,900
ASML HLDG NV SPON ADR	160,737	150,398
BOSTON SCIENTIFIC CORP	73,448	164,438
BROADCOM INC	262,064	542,506
CHIPOTLE MEXICAN GRILL INC	113,329	163,051
INTUIT	102,578	148,954
INTUITIVE SURGICAL INC	91,142	182,686
LILLY ELI & CO	150,444	334,276
MASTERCARD INC CL A	211,843	268,024
META PLATFORMS INC CL A	330,468	648,745
MICROSOFT CORP	500,694	1,257,756
NVIDIA CORP	735,454	892,223
O REILLY AUTOMOTIVE INC	46,938	132,810
ORACLE CORP	175,703	173,306
PALO ALTO NETWORKS INC	92,169	149,207
PARKER HANNIFIN CORP	88,528	136,110
PROGRESSIVE CORP OHIO	163,645	177,072
S&P GLOBAL INC	65,717	90,143
SALESFORCE, INC.	126,924	206,616
SHERWIN WILLIAMS CO	103,458	151,609
THERMO FISHER SCIENTIFIC INC	89,229	105,607
TJX COS INC NEW	114,011	237,512
TRANSDIGM GROUP INC	111,483	124,193
UNION PACIFIC CORP	106,054	108,319
UNITEDHEALTH GROUP INC	140,283	145,182
VISA INC CL A	203,692	346,064
ACADEMY SPORTS & OUTDOORS INC	8,940	10,240
ACUITY BRANDS INC	63,031	99,032
AFFILIATED MANAGERS GROUP	28,050	30,882
ALLISON TRANSMISSION HLDGS INC	54,499	78,776
ALPHA METALLURGICAL RES INC	5,904	5,403
AMPHASTAR PHARMACEUTICALS INC	13,387	12,810
APPLE HOSPITALITY REIT INC	31,203	34,691
APPLIED INDL TECH INC	17,481	50,528
ARMSTRONG WORLD INDUSTRIES INC	32,460	49,466
ASSURANT INC	10,732	10,448
AUTONATION INC	5,540	7,982
AVIENT CORP	4,677	6,088
AVNET INC	6,150	7,063
AXALTA COATING SYS LTD	42,921	41,851
BANCFIRST CORP	6,578	9,257
BANK OZK	6,145	8,149
BATH & BODY WKS INC	19,423	19,889
BELDEN INC NEW	26,150	33,783
BERKSHIRE HILLS BANCORP	5,368	6,340
BLACKBAUD INC	18,975	17,889
BORGWARNER INC	13,195	12,462
BOYD GAMING CORP	5,846	6,746
BRUKER CORP	8,758	6,917
BUILDERS FIRSTSOURCE INC	857	8,290
CACI INTL INC CL A	21,943	20,607
CADENCE BK	26,543	37,792
CARTER'S INC	14,431	10,459
CHEMED CORP NEW	9,532	8,477
CHORD ENERGY CORP	22,638	20,344
CIRRUS LOGIC INC	49,772	48,495
CLEAN HARBORS INC	7,523	13,808
COLLEGIUM PHARMACEUTICAL INC	15,525	11,460
COMFORT SYSTEMS USA INC	46,885	86,932
COMMERCIAL METALS CO	54,840	55,651
COMMVAULT SYSTEMS INC	23,608	23,391
CONCENTRIX CORP	3,954	2,120
CRANE CO	11,462	14,720
CRANE NXT CO	6,667	9,839
CROCS INC	41,800	42,607
CSG SYSTEMS INTL INC	17,962	19,320
DECKERS OUTDOOR CORP	2,719	14,622
DIODES INC	2,329	2,035
DONALDSON CO INC	29,269	31,789
DONNELLEY FINL SOLUTIONS INC	4,348	8,657
DORMAN PRODUCTS INC	10,649	11,660
EAGLE MATERIALS INC	59,214	59,469
EDGEWELL PERS CARE CO	24,177	21,638
EMCOR GROUP INC	27,924	95,319
ENCOMPASS HEALTH CORP	39,202	38,787
EVERCORE INC CL A	26,086	64,031
EVERTEC INC	14,777	12,603
EXELIXIS INC	54,677	73,760
EXLSERVICE HOLDINGS INC	21,859	33,196
FEDERATED HERMES INC CL B	17,841	22,857
FIRST COMWLTH FINCL CORP PENN	9,214	12,335
FIRST FINCL BANCORP OHIO MONROE	14,108	17,123
FIRST FINCL BANKSHARES INC	8,922	10,671
FLOWERS FOODS INC	14,247	12,871
FNB CORP PA	11,567	20,012
FRONTDOOR INC	17,524	19,791
FTI CONSULTING INC	10,984	14,908
FULTON FINCL CORP PA	19,816	25,585
GRAPHIC PACKAGING HOLDING CO	20,887	26,888
H & R BLOCK INC	58,974	75,667
HANCOCK WHITNEY CORP	28,565	33,434
HANOVER INSURANCE GROUP INC	21,134	28,148
HAWKINS INC	9,309	11,654
HELEN OF TROY LTD NEW (BERMUDA) ORD	9,042	4,188
HF SINCLAIR CORP	40,925	28,040
HUB GROUP INC CL A	8,946	11,051
INSTALLED BLDG PRODUCTS	26,149	39,431
INTEGER HLDGS CORP COM	27,888	41,876
INTERDIGITAL INC (PA)	21,477	37,001
INTERNATIONAL SEAWAYS INC	12,056	7,511
JABIL INC	6,137	12,088
JAZZ PHARMACEUTICALS PLC	36,038	35,590
KFORCE INC	4,674	4,763
KONTOOR BRANDS INC	13,130	25,281
LA-Z-BOY INC	9,729	9,760
LAKELAND FINCL CORP	7,599	7,426
LANDSTAR SYSTEMS INC	21,965	24,576
MASTERBRAND INC	13,647	15,677
MATCH GROUP INC	51,958	51,420
MATTEL INC	11,826	10,496
MEDPACE HOLDINGS INC	6,925	14,618
MERIT MEDICAL SYSTEM INC	25,886	36,463
MONARCH CASINO & RESORT INC	5,695	5,207
MUELLER INDS INC	18,825	43,331
MUELLER WATER PRODUCTS INC SER A	20,164	22,208
MURPHY USA INC	32,957	72,754
NBT BANCORP INC	5,068	6,782
NEXSTAR MEDIA GROUP INC	29,513	30,804
OPTION CARE HEALTH INC	24,614	19,140
OTTER TAIL CORP	4,737	4,135
PARSONS CORP	26,020	28,967
PERDOCEO ED CORP COM	1,993	3,468
PLEXUS CORP	6,904	7,042
PRIMERICA INC	14,219	19,542
PRIMORIS SERVICES CORP	9,661	21,163
PROGRESS SOFTWARE CORP	15,153	26,646
RALPH LAUREN CORP CL A	10,100	17,093
RYDER SYSTEM INC	24,025	36,078
SANMINA CORPORATION COM	7,321	13,015
SCIENCE APPLICATIONS INTE	34,575	37,111
SIGNET JEWELERS LTD	6,193	7,183
SIMPLY GOOD FOODS CO	39,949	44,749
SKECHERS USA INC CL A	5,036	5,514
SONOCO PRODUCTS CO	37,300	32,094
STANDEX INTL CORP	9,735	10,658
STERLING INFRASTRUCTURE INC	39,922	75,634
STEWART INFORMATION SVCS CORP	6,276	9,786
STIFEL FINANCIAL CORP	24,120	42,962
STRIDE INC	10,971	26,710
TAYLOR MORRISON HOME CORP CL A	39,051	50,927
TEEKAY TANKERS LTD CL A	19,715	14,881
TENNANT CO	17,306	12,474
TOPBUILD CORP	7,533	8,718
TRINET GROUP INC	10,285	12,254
UNIFIRST CORP MASS	15,559	13,858
UNITED THERAPEUTICS CORP	32,326	59,983
UPBOUND GROUP INC	7,574	6,067
VICTORY CAPITAL HOLDINGS INC CL A	19,092	25,922
VONTIER CORP COM	33,157	38,002
WEATHERFORD INTL PLC	34,482	29,153
WINTRUST FINANCIAL CORP	28,328	46,642
ZIFF DAVIS INC	20,492	16,302
ZIONS BANCORP NA	17,732	21,754
ISHARES MSCI EAFE ETF	877,192	881,991
GOLDMAN SACHS GQG PARTNERS INTERNATIONAL OPP.	2,772,699	2,829,201
SHS GQG PARTNERS EMERGING MARKETS EQUITY FUND CLASS I	1,120,315	1,038,053
PIMCO INCOME FUND CLASS I2	4,902,619	4,486,039

- TIN:

TY 2024 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
CIP VIII FEEDER FUND, LP	FMV	999,373	1,672,912
RREF V DEBT DOMESTIC	FMV	432,734	431,818

- TIN:

TY 2024 LegalFeesSchedule

Name:

ROBERT L CORKIN CHARITABLE FOUNDATION

EIN:

05-6022654

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	1,986	0		1,986

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

ROBERT L CORKIN CHARITABLE FOUNDATION

EIN:

05-6022654

Description	Amount
ADJUSTMENT TO SECURITIES COST BASIS	2,664

- TIN:

TY 2024 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
OFFICE EXPENSES	316	0		316
FILING FEES	50	0		50

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

ROBERT L CORKIN CHARITABLE FOUNDATION

EIN:

05-6022654

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME	560,150	560,150	560,150
RREF V DEBT DOMESTIC INVESTORS, LP	-17,266	-17,266	-17,266
FEDERAL TAX REFUND	9,150		9,150

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

ROBERT L CORKIN CHARITABLE FOUNDATION

EIN:

05-6022654

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT SERVICE	216,180	216,180		0

- TIN:

TY 2024 TaxesSchedule

Name:

ROBERT L CORKIN CHARITABLE FOUNDATION

EIN:

05-6022654

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX	3,368	3,368		0
FEDERAL EXCISE TAX	30,000	0		0