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Nonprofit · EIN 05-6022654

ROBERT LLOYD CORKIN CHARITABLE FOUNDATION

Tax-exempt · SUDBURY, MA 01776

Financials

$3.8M$2.2M2023$5M$2.2M2024
Revenue Expenses · by fiscal year end
Financials of ROBERT LLOYD CORKIN CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$5,036,151$2,226,024$2,810,127$38,128,872$0$38,128,872
December 31, 2023990-PF$3,774,722$2,249,462$1,525,260$35,321,409$0$35,321,409
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,676,609
Dividends
$711,870
Interest
$1,504
Net gain from sales of assets
$2,094,134
Other income
$552,034

Expenses

Grants and similar amounts paid
$1,690,246
Compensation of officers, directors and key employees
$217,410
Salaries, compensation and benefits (total)
$20,000
Disbursements for charitable purposes
$1,953,242
Excise tax on investment income
$43,196

Balance sheet and other

Total assets, start of year
$35,321,409
Total assets, end of year
$38,128,872
Total liabilities, end of year
$0
Net assets, end of year
$38,128,872
Fair market value of assets
$45,250,857
Qualifying distributions
$1,953,242
Net investment income
$3,350,392

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
MARJORIE C KAPLAN
115 BIGELOW DRIVE, SUDBURY, MA 01776
TRUSTEE5$43,482
THOMAS O KATZ
C/O KATZ BASKIES WOLF LLC 3020, NORTH MILITARY TRAIL SUITE 100, BOCA RATON, FL 33431
TRUSTEE5$43,482
DALE F ECK
211 STILL RIVER ROAD, BOLTON, MA 01740
TRUSTEE5$43,482
LEE MANNING
9 BURROUGHS ROAD, LEXINGTON, MA 02420
TRUSTEE5$43,482
STEVEN CORKIN
1 FRANKLIN STREET 3603, BOSTON, MA 02110
TRUSTEE5$43,482
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MARJORIE C KAPLAN
115 BIGELOW DRIVE, SUDBURY, MA 01776
TRUSTEE5$35,912
THOMAS O KATZ
C/O KATZ BASKIES WOLF LLC 3020, NORTH MILITARY TRAIL SUITE 100, BOCA RATON, FL 33431
TRUSTEE5$35,912
DALE F ECK
211 STILL RIVER ROAD, BOLTON, MA 01740
TRUSTEE5$35,912
LEE MANNING
9 BURROUGHS ROAD, LEXINGTON, MA 02420
TRUSTEE5$35,912
STEVEN CORKIN
1 FRANKLIN STREET 3603, BOSTON, MA 02110
TRUSTEE5$35,912

Address and contacts

Address (IRS master file)
CO GEORGE KAPLAN 115 BIGELOW DRIV, SUDBURY, MA 01776-0000
In care of
% THE ENTWISTLE CO
Signed the 990-PF
MARJORIE KAPLAN, TRUSTEE
Phone
(508) 481-4000
Return prepared by
RSM US LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
05-6022654
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1967
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$38,128,872
Income (IRS master file)
$18,346,387

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$5,036,151$2,226,024$38,128,872XML
990-TDecember 2024–––IRS
990-PFDecember 2023$3,774,722$2,249,462$35,321,409XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 05-6022654).

Questions about ROBERT LLOYD CORKIN CHARITABLE FOUNDATION

What is the EIN of ROBERT LLOYD CORKIN CHARITABLE FOUNDATION?
The employer identification number (EIN) of ROBERT LLOYD CORKIN CHARITABLE FOUNDATION is 05-6022654.
Is ROBERT LLOYD CORKIN CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
Are donations to ROBERT LLOYD CORKIN CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT LLOYD CORKIN CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT LLOYD CORKIN CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT LLOYD CORKIN CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ROBERT LLOYD CORKIN CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $43,482 (MARJORIE C KAPLAN, TRUSTEE).
How much revenue does ROBERT LLOYD CORKIN CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,036,151, expenses of $2,226,024 and total assets of $38,128,872 at year end.

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