OBERKOTTER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OBERKOTTER FOUNDATION (EIN 23-2686151)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-04-13
- IRS object ID
- 202341039349100929
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-13T18:59:43-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WARNER ROAD SUITE 310 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232686151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OBERKOTTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OBER | BusinessNameControlTxt |
| Phone | 2157512080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET 3600 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037286 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE ROSENFIELD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2157512080 | PhoneNum |
| Signature | 2023-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRUCE | PersonFirstNm |
| Person Last | ROSENFIELD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2023-04-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $139,288,745 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,235,475 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,886 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,886 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,385,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,958,148 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,281,992 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,013,803 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,590,384 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,091,772 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$145,317 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,009,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,417,101 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,131,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $47,292 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,084,208 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,122,437 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,944 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,108,493 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $435,568 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,352 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $434,216 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,135 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,135 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,660 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,571,392 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $608,795 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,158,631 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $120,300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,480 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $153,388 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $153,388 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $74,059 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $74,059 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,246,745 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,244,590 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,896,684 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $707,518 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,297,380 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,584,972 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,584,972 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,481,656 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $707,518 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,882,352 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,472,643 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,709,583 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,256,403 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,901,479 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,901,479 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $69,503,614 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,112,572 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $119,380,194 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,994,222 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,994,222 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $13,076 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,850 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,850 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $130,773,093 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,021,123 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $139,288,745 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,062 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,595 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,062 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,595 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $130,762,031 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $83,008,528 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $130,762,031 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,008,528 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $130,773,093 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,021,123 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $130,762,031 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,472,643 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $83,289,388 | SubtotalAmt |
| Other Decreases | $280,860 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,008,528 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $20,013,803 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,423,419 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,590,384 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,590,384 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,590,384 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $148,863 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $148,863 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $148,863 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $179,757 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $179,757 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30,894 | OverpaymentAmt |
| Applied To ES Tax | $30,894 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OBERKOTTERFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE ROSENFIELD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157512080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET 3600 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MILDRED L OBERKOTTER | ||||||||
| 1600 MARKET STREET STE 3600 | PHILADELPHIA | PA | 191037286 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRUCE ROSENFIELD | ||||||||
| 1600 MARKET STREET STE 3600 | PHILADELPHIA | PA | 191037286 | TRUSTEE AND EXECUTIVE DIRECTOR | 40.00 | $400,000 | $8,700 | $0 |
| DAVID PIERSON | ||||||||
| 1600 MARKET STREET STE 3600 | PHILADELPHIA | PA | 191037286 | TRUSTEE | 10.00 | $50,000 | $0 | $0 |
| LYDIA DENWORTH | ||||||||
| 1600 MARKET STREET STE 3600 | PHILADELPHIA | PA | 191037286 | TRUSTEE | 10.00 | $45,837 | $0 | $0 |
| AMY NEWNAM | ||||||||
| 1600 MARKET STREET STE 3600 | PHILADELPHIA | PA | 191037286 | ASSOCIATE EXECUTIVE DIRECTOR | 40.00 | $279,163 | $7,834 | $0 |
| TERESA CARAWAY | ||||||||
| 1600 MARKET STREET STE 3600 | PHILADELPHIA | PA | 191037286 | CEO, HEARING FIRST | 40.00 | $356,500 | $8,700 | $825 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| WESTON ROYER | ||||||||
| 1600 MARKET ST 3600 | PHILADELPHIA | PA | 191037286 | DIRECTOR OF TECHNOLO | 40.00 | $237,848 | $0 | $0 |
| TERESA A ZWOLAN | ||||||||
| 1600 MARKET ST 3600 | PHILADELPHIA | PA | 191037286 | DIRECTOR OF AUDIOLOG | 40.00 | $213,728 | $0 | $0 |
| LUKE DAVIDSON | ||||||||
| 1600 MARKET ST 3600 | PHILADELPHIA | PA | 191037286 | DIRECTOR OF WEB DEVE | 40.00 | $183,345 | $5,219 | $0 |
| WENDELYN DEMOSS | ||||||||
| 1600 MARKET ST 3600 | PHILADELPHIA | PA | 191037286 | PROGRAMS OFFICER-LSL | 40.00 | $180,297 | $5,183 | $0 |
| CHRISTEN DANIELS | ||||||||
| 1600 MARKET ST 3600 | PHILADELPHIA | PA | 191037286 | COMMUNICATIONS OFFIC | 40.00 | $176,016 | $5,055 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 8 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIVESTONE | |||||
| 367 WINDSOR HIGHWAY SUITE 422 | NEW WINDSOR | NY | 12553 | MARKETING AND COMMUNICATIONS CONS. | $285,000 |
| TAILWIND | |||||
| PO BOX 1680 | TEMPE | AZ | 85280 | PAID MEDIA CONSULTANT | $283,500 |
| HAVERFORD TRUST COMPANY | |||||
| 3 RADNOR CORPORATE CENTER STE 450 | RADNOR | PA | 19087 | INVESTMENT ADVISOR AND MANAGER | $191,793 |
| KALEIDOSCOPE TRAINING & CONSULTING | |||||
| 2570 HARRIS ROAD | PALMYRA | NY | 14522 | E-LEARNING CONSULTANT | $139,800 |
| BROWN BROTHER HARRIMAN & CO | |||||
| ONE LOGAN SQUARE 14TH FLOOR | PHILADELPHIA | PA | 19103 | INVESTMENT ADVISOR AND MANAGER | $110,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT FAMILIES TO IMPROVE OUTCOMES FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING THROUGH LISTENING AND SPOKEN LANGUAGE THROUGH HEARING FIRST | Description1Txt |
| Expenses1 | $3,570,622 | Expenses1Amt |
| Description2 | SUPPORT FOR STARTS HEAR PUBLIC AWARENESS CAMPAIGN ABOUT THE IMPORTANCE OF HEARING TO BRAIN DEVELOPMENT AND KNOWING THE STATUS OF A NEWBORN'S HEARING SCREENING | Description2Txt |
| Expenses2 | $3,503,162 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $130,546,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,405,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $153,952,395 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $153,952,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,309,286 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $151,643,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,582,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,582,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $148,863 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $148,863 | TotalTaxAmt |
| Distributable Before Adj | $7,433,292 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,433,292 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,433,292 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,882,352 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $69,882,352 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,433,292 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $3,711,160 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,203,952 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,956,018 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,871,130 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,882,352 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,433,292 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $62,449,060 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $79,320,190 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $9,235,475 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $70,084,715 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $679,637 | ExcessFromYear2Amt |
| Excess From Year1 | $6,956,018 | ExcessFromYear1Amt |
| Excess From Current Year | $62,449,060 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MILDRED L OBERKOTTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AG BELL ASSOCIATION FOR THE DEAF AND HARD OF HEARING | |||||||
| 3417 VOLTA PLACE | WASHINGTON | DC | 20007 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $1,567,000 | |
| ALL EARS LISTENING & LANGUAGE CENTER | |||||||
| 4881 W PANTHER CREEK DRIVE PO BOX | THE WOODLANDS | TX | 77380 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | 131602 |
| ATLANTA SPEECH SCHOOL | |||||||
| 3160 NORTHSIDE PARKWAY NW | ATLANTA | GA | 30327 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $2,000,000 | |
| AUDITORY ORAL SCHOOL OF NEW YORK | |||||||
| 3321 AVENUE M | BROOKLYN | NY | 11210 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $5,500,000 | |
| AUDITORY-VERBAL CENTER INC | |||||||
| 1901 CENTURY BLVD SUITE 20 | ATLANTA | GA | 30345 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $500,000 | |
| BUFFALO HEARING & SPEECH CENTER | |||||||
| 50 E NORTH STREET | BUFFALO | NY | 14203 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | |
| CARLE AUDITORY ORAL SCHOOL | |||||||
| C/O THE CARLE FOUNDATION 611 W PARK | URBANA | IL | 61801 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | STREET |
| CCHAT CENTER - SACRAMENTO | |||||||
| 11100 COLOMA ROAD | RANCHO CORDOVA | CA | 95670 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $5,250,000 | |
| CENTER FOR HEARING AND COMMUNICATION | |||||||
| 50 BORADWAY 6TH FLOOR | NEW YORK | NY | 10004 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $562,500 | |
| CENTRAL INSTITUTE FOR THE DEAF | |||||||
| 825 SOUTH TAYLOR AVE | ST LOUIS | MO | 63110 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $500,000 | |
| CHILDREN'S HOSPITAL FOUNDATION DBA NORTON CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 234 EAST GRAY STREET SUITE 450 | LOUISVILLE | KY | 40202 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $102,400 | |
| CHILD'S VOICE | |||||||
| 180 HANSEN COURT | WOOD DALE | IL | 60191 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $5,352,500 | |
| CLARKE SCHOOL FOR THE DEAF INC DBA CLARKE SCHOOLS FOR HEARING AND SPEECH | |||||||
| 45 ROUND HILL ROAD | NORTHAMPTON | MA | 01060 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $5,140,741 | |
| DEPAUL SCHOOL FOR HEARING AND SPEECH | |||||||
| 6202 ALDER STREET | PITTSBURGH | PA | 152064389 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | |
| DESERT VOICES | |||||||
| 3426 E SHEA BLVD | PHOENIX | AZ | 85028 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | |
| FOUNDATION FOR HEARING RESEARCH INC WEINGARTEN CHILDREN'S CENTER | |||||||
| 3518 JEFFERSON AVE | REDWOOD CITY | CA | 94062 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $5,200,000 | |
| FOUNDATION OF THE MASSACHUSETTS EYE AND EAR | |||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $85,000 | |
| HANDS & VOICES | |||||||
| PO BOX 3093 | BOULDER | CO | 80307 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $50,000 | |
| HASKINS LABORATORIES INC | |||||||
| 300 GEORGE STREET SUITE 900 | NEW HAVEN | CT | 06511 | PC | RESEARCH | $799,785 | |
| HEAR ME NOW | |||||||
| POBOX 896 | PORTLAND | ME | 04104 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $500,000 | |
| HEARTS FOR HEARING | |||||||
| 11500 N PORTLAND | OKLAHOMA CITY | OK | 73120 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $7,250,000 | |
| HOPE SCHOOL | |||||||
| 1821 E SPRAGUE | SPOKANE | WA | 99202 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $555,800 | |
| JOHN TRACY CENTER | |||||||
| 2160 W ADAMS BLVD | LOS ANGELES | CA | 90018 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | |
| LISTEN AND TALK | |||||||
| 8244 122ND AVE NE | KIRKLAND | WA | 98033 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $5,000,000 | |
| LISTEN FOUNDATION INC | |||||||
| 6950 BELLEVIEW AVE STE 203 | GREENWOOD VILLAGE | CO | 80120 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $530,000 | |
| MAGNOLIA SPEECH SCHOOL | |||||||
| 733 FLAG CHAPEL ROAD | JACKSON | MS | 39209 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | |
| MAYO CLINIC ROCHESTER DIVISION OF GASTROENTEROLOGY & HEPATOLOGY | |||||||
| 200 FIRST STREET SOUTHWEST | ROCHESTER | MN | 55905 | PC | RESEARCH | $250,000 | |
| MEMPHIS ORAL SCHOOL FOR THE DEAF | |||||||
| 7901 POPLAR AVENUE | GERMANTOWN | TN | 38138 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $500,000 | |
| NEW YORK-PRESBYTERIAN FUND INC | |||||||
| 525 E 68TH ST 123 | NEW YORK | NY | 100654870 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $274,773 | |
| NORTHERN VOICES | |||||||
| 1660 WEST COUNTY ROAD B | ROSEVILLE | MN | 55113 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | |
| OHIO VALLEY VOICES | |||||||
| 6642 BRANCH HILL-GUINEA PIKE | LOVELAND | OH | 45140 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $500,000 | |
| PRESBYTERIAN EAR INSTITUTE ORAL SCHOOL | |||||||
| 415 CEDAR ST SE | ALBUQUERQUE | NM | 87106 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | |
| RADY CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 3020 CHILDRENS WAY MC5005 | SAN DIEGO | CA | 92123 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $110,080 | |
| ST JOSEPH INSTITUTE FOR THE DEAF | |||||||
| 9192 WALDEMAR ROAD | INDIANAPOLIS | IN | 46268 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $500,000 | |
| SUMMIT SPEECH SCHOOL | |||||||
| 705 CENTRAL AVENUE | NEW PROVIDENCE | NJ | 07974 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | |
| SUNSHINE COTTAGE SCHOOL FOR DEAF CHILDREN | |||||||
| 603 E HILDEBRAND AVENUE | SAN ANTONIO | TX | 78212 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $300,000 | |
| TEXAS HEARING INSTITUTE | |||||||
| 3100 SHENANDOAH ST | HOUSTON | TX | 77021 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | |
| THE CHILDREN'S COCHLEAR IMPLANT CENTER AT UNC | |||||||
| 5501 FORTUNES RIDGE DRIVE SUITE A | DURHAM | NC | 27713 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $500,000 | |
| THE HEARING AND SPEECH CENTER | |||||||
| 350 HENTRY CLAY BLVD | LEXINGTON | KY | 40502 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $550,000 | |
| THE MOOG CENTER FOR DEAF EDUCATION | |||||||
| 12300 SOUTH FORTY DRIVE | ST LOUIS | MO | 63141 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $7,200,000 | |
| THE UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | |||||||
| 118 COLLEGE DRIVE BOX 5210 | HATTIESBURG | MS | 39406 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $6,643 | |
| TUCKER MAXON SCHOOL | |||||||
| 2860 SE HOLGATE BLVD | PORTLAND | OR | 97202 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | |
| UNIVERSITY OF MIAMI | |||||||
| 1120 NW 14 ST CRB 5TH FLOOR | MIAMI | FL | 33136 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $64,000 | |
| UTAH STATE UNIVERSITY | |||||||
| 2615 OLD MAIN HILL | LOGAN | UT | 84322 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $650,000 | |
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||
| PO BOX 121236 | DALLAS | TX | 753121236 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | |
| WOOLLEY INSTITUTE FOR SPOKEN-LANGUAGE EDUCATION | |||||||
| 2305 MONTEVALLO RD | BIRMINGHAM | AL | 35223 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $233,750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,584,972 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASKINS LABORATORIES INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 GEORGE STREET SUITE 900 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | RESEARCH | GrantOrContributionPurposeTxt |
| Amt | $799,785 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $799,785 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,886 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,385,888 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,281,992 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION SETTLEMENTS | 01 | $49 |
| CREDIT CARD POINT REDEMPTION | 01 | $5,083 |
| RETURN OF CAPITAL - ALTERNATIVE INVESTMENTS | 01 | $7,086,126 |
| OTHER INVESTMENT INCOME | 01 | $514 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,773,538 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,773,538 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MILDRED L OBERKOTTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET SUITE 3600 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,235,475 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,135,475 | FairMarketValueAmt |
| Received | 2022-02-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $20,160 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,660 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| ELECTION UNDER REG 53.4942(A)-3(C)(2)(VI) | FORM 990-PF, PART XII, LINE 7 | ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONS:PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THIS FOUNDATION ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN THESE PRIOR TAX YEAR(S):TAX YEAR: 2018 AMOUNT: $3,711,160TAX YEAR: 2019 AMOUNT: $5,524,315SIGNED: BRUCE ROSENFIELD, EXECUTIVE DIRECTORDATE: APRIL 11, 2023THIS RETURN IS BEING ELECTRONICALLY FILED, THE FORM 8879-TE IS BEING SIGNED BY AN INDIVIDUAL WHO IS ALSO AUTHORIZED TO SIGN THIS ELECTION, BRUCE ROSENFIELD, EXECUTIVE DIRECTOR. THE SIGNATURE ON THE FORM 8879-TE IS DEEMED A SIGNATURE BY AN AUTHORIZED INDIVIDUAL FOR THIS ELECTION. A SIGNED COPY OF THIS ELECTION IS ALSO BEING KEPT ON FILE AS PART OF THE FOUNDATION'S TAX RECORDS. |
| OBERKOTTER FOUNDATION'S EXEMPT PURPOSE | FORM 990-PF, PART IX-A | THE MISSION OF THE OBERKOTTER FOUNDATION (WWW.OBERKOTTERFOUNDATION.ORG) IS TO HELP FAMILIES ENSURE THEIR CHILDREN WHO ARE DEAF OR HARD OF HEARING HAVE OPPORTUNITIES TO REACH THEIR FULL POTENTIAL THROUGH LISTENING AND SPOKEN LANGUAGE (LSL). |
| EXPLANATION OF CHARITABLE ACTIVITIES | FORM 990-PF, PART IX-A | FAMILIES' NEEDSEARLY LEARNING IS CRITICAL TO A CHILD'S LANGUAGE DEVELOPMENT AND LIFETIME SUCCESS, AND CHILDREN WHO ARE DEAF OR HARD OF HEARING MUST HAVE THE SAME OPPORTUNITIES AS THEIR HEARING PEERS TO CAPITALIZE ON THE CRITICAL EARLY PERIOD FOR BRAIN DEVELOPMENT. FAMILIES MUST HAVE ACCESS TO QUALITY PEDIATRIC AUDIOLOGY AND LISTENING AND SPOKEN LANGUAGE INTERVENTION AS CLOSE TO THEIR BABY'S BIRTH OR ACQUIRED HEARING LOSS AS POSSIBLE. AND FAMILIES MUST BE EMPOWERED AND EQUIPPED TO EFFECTIVELY SUPPORT THEIR BABY'S LEARNING, LANGUAGE AND LITERACY DEVELOPMENT. IT IS A FUNDAMENTAL PRINCIPLE AT OBERKOTTER THAT PARENTS DECIDE THE LANGUAGE AND MODALITY FOR THEIR CHILD TO PURSUE. ALL OF OBERKOTTER'S ACTIVITIES AND INVESTMENTS ARE INTEGRATED AND COORDINATED IN FURTHERANCE OF OUR GOAL OF HELPING CARING ADULTS TO SUPPORT INFANTS AND TODDLERS WHO ARE DEAF OR HARD OF HEARING TO HAVE THE SAME LISTENING, SPOKEN LANGUAGE AND LITERACY OPPORTUNITIES AS THEIR HEARING PEERS. WE CONDUCT OUR WORK BY SUPPORTING PROGRAMS AND PROJECTS THAT RAISE AWARENESS AND INCREASE ACCESS TO EDUCATION, RESOURCES, HEARING TECHNOLOGY AND COORDINATED SERVICES. OUR WORKOUR PAST: SINCE OUR FOUNDING, THE TRUSTEES OF THE OBERKOTTER FOUNDATION HAVE BEEN COMMITTED TO CARRYING OUT THE OBERKOTTER FAMILY'S VISION THAT CHILDREN WHO ARE DEAF OR HARD OF HEARING SHOULD HAVE ACCESS TO LISTENING AND SPOKEN LANGUAGE SERVICES IN THEIR COMMUNITY. OVER OUR 37-YEAR HISTORY, WE HAVE AWARDED OVER $400 MILLION TO ORGANIZATIONS SERVING FAMILIES. IN THE LAST YEAR, WE AWARDED $61.5 MILLION TO 47 ORGANIZATIONS FOR PROJECTS TO SUPPORT FAMILIES IN THEIR COMMUNITIES. PROJECTS INCLUDED: -STATE AND REGIONAL COLLABORATIONS TO CONNECT WITH AND SUPPORT FAMILIES IN ACCESSING LSL SERVICES;-INCREASING AND IMPROVING COORDINATED DELIVERY OF AUDIOLOGY AND LSL EARLY INTERVENTION SERVICES; -PROVIDING FOLLOW-UP TESTING AND DIAGNOSTICS;-SUPPORTING LSL ACTIVITIES THROUGH NATIONAL ORGANIZATIONS;-RESEARCH AND EDUCATION RELATED TO BRAIN DEVELOPMENT AND LSL OUTCOMES, COST-EFFECTIVENESS OF EARLY IDENTIFICATION OF HEARING LOSS AND OF DIFFERENT SERVICE DELIVERY MODELS, AND DISPARITIES IN ACCESS TO HEARING HEALTH SERVICES; -RAISING AWARENESS OF LSL AND THE OUTCOMES THAT ARE POSSIBLE FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING; -DELIVERING LSL EARLY INTERVENTION SERVICES, PRESCHOOL SERVICES AND TELE-INTERVENTION; AND -A SPECIAL ROUND OF GENERAL SUPPORT GRANTS TO HISTORIC GRANTEES TO ACKNOWLEDGE OUR APPRECIATION FOR THE CHALLENGES THEY AND THEIR FAMILIES FACED DURING THE FIRST YEAR OF THE PANDEMIC. OUR FUTURE: IN 2021, THE TRUSTEES BEGAN EXPLORING WHAT THE FUTURE WORK OF THE FOUNDATION MIGHT LOOK LIKE. WHILE WE DO NOT KNOW EXACTLY WHAT THAT FUTURE WORK WILL ENTAIL, WE KNOW THAT WE WILL CONTINUE TO FOCUS ON MEETING FAMILIES' NEEDS FOR ACCESS TO ACCURATE INFORMATION AND ACCESS TO COORDINATED PEDIATRIC AUDIOLOGY AND LSL INTERVENTION SERVICES AS CLOSE TO BIRTH OR ONSET OF HEARING LOSS AS POSSIBLE.TO BOOK-END OUR PRIOR 36-YEAR HISTORY AND TO UNDERSCORE THE IMPORTANCE OF CONTINUING TO CARRY OUT THE OBERKOTTER FAMILY'S VISION THAT CHILDREN WHO ARE DEAF SHOULD HAVE ACCESS TO HIGH QUALITY SERVICES IN THEIR COMMUNITY, THE TRUSTEES UNDERTOOK A SPECIAL, ONE-TIME GRANTMAKING INITIATIVE AND AWARDED OVER $56 MILLION DOLLARS IN OUTRIGHT SUPPORT TO 36 FORMER GRANTEE ORGANIZATIONS PROVIDING LSL SERVICES TO THEIR COMMUNITIES. THE AWARDS WERE ANNOUNCED IN NOVEMBER 2021 AND WERE PAID IN EARLY 2022. THE TRUSTEES HAVE DISCONTINUED OUR TWICE-YEARLY FORMAL GRANTMAKING CYCLES AND WILL MAKE ANNOUNCEMENTS WHEN THEY HAVE MADE DECISIONS REGARDING THE FUTURE DIRECTION OF THE FOUNDATION'S WORK. HEARING FIRST: EVERY PARENT NEEDS TO KNOW THE STATUS OF THEIR BABY'S HEARING FIRST, BECAUSE THE EARLIER A CHILD WITH HEARING LOSS IS IDENTIFIED, AMPLIFIED AND RECEIVING HELP, THE MORE OPPORTUNITIES THAT CHILD WILL HAVE. IN OCTOBER 2015, OBERKOTTER LAUNCHED ITS WHOLLY-OWNED SUBSIDIARY, HEARING FIRST (WWW.HEARINGFIRST.ORG) TO HELP CARING ADULTS SUPPORT INFANTS AND TODDLERS WHO ARE DEAF OR HARD OF HEARING TO HAVE THE SAME LISTENING, SPOKEN LANGUAGE, AND LITERACY OPPORTUNITIES AS THEIR HEARING FRIENDS. FOR CHILDREN WITH HEARING LOSS, THE FIRST DAYS, WEEKS AND MONTHS OF LIFE ARE CRITICAL. HEARING FIRST SUPPORTS FAMILIES DURING THIS PERIOD AND ALL ALONG THEIR JOURNEY RAISING THEIR CHILD. ENTIRELY ONLINE, HEARING FIRST IS AVAILABLE FOR FAMILIES WHEN THEY NEED INFORMATION, A RESOURCE, A CONNECTION WITH ANOTHER FAMILY OR SIMPLY SOMEONE TO TELL THEM WHAT TO DO NEXT. HEARING FIRST REACHES FAMILIES THROUGH THE HEARING FIRST COMMUNITY, ITS SOCIAL PLATFORMS AND, IMPORTANTLY, THE PROFESSIONALS IN A FAMILY'S LIFE. HEARING FIRST EQUIPS PROFESSIONALS WITH THE RESOURCES, COMMUNITY AND LEARNING EXPERIENCES THEY NEED TO IMPROVE OUTCOMES FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING THROUGH LSL. FAMILY SUPPORT: HEARING FIRST EMPLOYS A VARIETY OF TOOLS, ACTIVITIES AND RESOURCES TO SUPPORT FAMILIES OF CHILDREN WHO ARE DEAF OR HARD OF HEARING AND WHO ARE SEEKING A LISTENING AND SPOKEN LANGUAGE OUTCOME. THE HEARING FIRST FAMILY SUPPORT COMMUNITY HAS OVER 1,700 MEMBERS AND THE PRIVATE FACEBOOK GROUP HAS APPROXIMATELY 723 MEMBERS. THE LSL LIFE VIDEO SERIES, PROFILING 12 FAMILIES, HAS BEEN VIEWED OVER 18,500 TIMES; AND THE TWO-SEASON PODCAST, POWERING POTENTIAL, WHICH SHARES THE EXPERIENCES OF FAMILIES AND YOUNG ADULTS WITH HEARING LOSS WHO LISTEN AND TALK, HAS BEEN ACCESSED OVER 13,000 TIMES. OUR MOST POPULAR FAMILY-DIRECTED RESOURCES, SUCH AS THE FAMILIAR SOUNDS AUDIOGRAM EBOOK AND THE LSL STRATEGIES AND TECHNIQUES DOCUMENT HAVE BEEN DOWNLOADED THOUSANDS OF TIMES. LEARNING EXPERIENCES: HEARING FIRST OFFERS A VARIETY OF LSL & AUDIOLOGY LEARNING EXPERIENCES TO BOTH FAMILIES AND PROFESSIONALS. IN 2022, WE LAUNCHED A NEW PEDIATRIC AUDIOLOGY-FOCUSED LEARNING SERIES AS WELL AS SELF-STUDY OPTIONS FOR PREVIOUSLY PRODUCED COURSES. DURING THE YEAR, WE ALSO CONTINUED TO OFFER THE LSL FUNDAMENTALS LEARNING SERIES WHICH HAVE BEEN PROVIDED MULTIPLE TIMES AND WIDELY POPULAR; BRINGING OUR TOTAL OFFERED LEARNING EXPERIENCES FOR THE YEAR TO 20 COURSES. WE BECAME AN APPROVED PROVIDER WITH AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION (ASHA) SO THAT WE ARE NOW ABLE TO PROVIDE CONTINUING EDUCATION CREDITS FOR THREE ORGANIZATIONS WHICH ALSO INCLUDE AMERICAN ACADEMY OF AUDIOLOGY AND THE AG BELL ACADEMY FOR LISTENING AND SPOKEN LANGUAGE ENTIRELY FOR FREE. THERE HAS BEEN A TOTAL OF OVER 21,900 COURSE REGISTRATIONS SINCE LAUNCHING ONLINE LEARNING. PROFESSIONAL LEARNING COMMUNITY: SINCE ITS LAUNCH IN OCTOBER 2016, THE PROFESSIONAL LEARNING COMMUNITY HAS INCREASED TO ALMOST 8,000 PROFESSIONAL MEMBERS WHO PROVIDE SERVICES TO CHILDREN WHO ARE DEAF OR HARD OF HEARING AND THEIR FAMILIES. THE COMMUNITY OFFERS A PROFESSIONAL HOME FOR LSL & AUDIOLOGY PROFESSIONALS TO SHARE IDEAS, DISCUSS IMPORTANT TOPICS AND IMPROVE THEIR PRACTICE. PROFESSIONS REPRESENTED INCLUDE: DEAF EDUCATION, SPEECH LANGUAGE PATHOLOGY, AUDIOLOGY, EARLY CHILDHOOD EDUCATION, HIGHER EDUCATION, BEHAVIORAL HEALTH, CHILDCARE AND HEALTHCARE. STARTS HEAR AWARENESS CAMPAIGN: IN FEBRUARY 2022, HEARING FIRST BEGAN THE SECOND YEAR OF THE STARTS HEAR AWARENESS CAMPAIGN (WWW.STARTSHEAR.ORG). THIS CAMPAIGN TARGETS EXPECTANT MOMS TO INFORM THEM ABOUT THE IMPORTANCE OF HEARING FOR BRAIN DEVELOPMENT TO RAISE AWARENESS OF THE NEWBORN HEARING SCREENING (NHS) THEIR CHILD WILL UNDERGO SHORTLY AFTER BIRTH, AND HOW TO FOLLOW UP IN THE EVENT THEIR BABY FAILS THE NHS SCREENING. THE STARTS HEAR AWARENESS CAMPAIGN ALSO PROVIDES INFORMATION DIRECTLY TO NEW PARENTS SO THAT THEY DON'T HAVE TO SEARCH FOR IT. THE CAMPAIGN IS CONDUCTED ENTIRELY ONLINE THROUGH SOCIAL MEDIA AND PAID DIGITAL ADVERTISING CHANNELS TO REACH EXPECTANT MOMS WITH THE MESSAGE ABOUT THE IMPORTANCE OF HEARING HEALTH FOR A CHILD'S DEVELOPMENT. IN ITS SECOND YEAR, THE CAMPAIGN CREATIVE HAS BEEN REFRESHED AND ADS OPTIMIZED, WITH CONTINUED EXPLORATION OF WAYS TO EXPAND FOR ITS THIRD YEAR. THE CAMPAIGN HAS BEEN ENDORSED BY SUCH ORGANIZATIONS AS: AMERICAN ACADEMY OF AUDIOLOGY, ZERO TO THREE, BRAZELTON TOUCHPOINTS CENTER AND CENTER FOR EARLY LEARNING AND PUBLIC HEALTH. THROUGH CAMPAIGN CHANNELS AND PARTNERSHIPS OUR MESSAGES HAVE GARNERED OVER 410 MILLION IMPRESSIONS WITH OUR AUDIENCE TO DATE. THE CAMPAIGN'S 15 SECOND VIDEOS HAVE BEEN VIEWED ALL THE WAY THROUGH NEARLY 30 MILLION TIMES WITH A COLLECTIVE VIEW TIME OF OVER 39,000 HOURS. RECOGNIZING THAT OVER 3.5 MILLION BABIES ARE BORN EACH YEAR IN THE UNITED STATES AND THAT APPROXIMATELY 60,000 BABIES DO NOT PASS THEIR NHS IN THE HOSPITAL, WE PLAN TO CONTINUE THE STARTS HEAR CAMPAIGN THROUGH 2023 AND LIKELY BEYOND. WE'LL CONTINUE TO CONSIDER HOW TO EXPAND THE CAMPAIGN TO REACH EVEN MORE EXPECTANT MOMS AND TO CONTINUE RAISING AWARENESS ABOUT THE IMPORTANCE OF HEARING FOR A BABY'S BRAIN DEVELOPMENT. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BBH LIMITED DURATION FUND CL I, 487381.01 SH | BondNm |
| EOY Book Value | $4,994,222 | EOYBookValueAmt |
| EOYFMV | $4,994,222 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (81 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES, 4839 SH | $588,998 | $520,580 |
| ACCENTURE LTD, 6520 SH | $247,958 | $1,962,064 |
| ADOBE INC, 1315 SH | $517,815 | $453,583 |
| AIR PRODUCTS & CHEMICALS INC, 1990 SH | $265,330 | $617,218 |
| ALCON INC COM STK, 11699 SH | $541,974 | $805,944 |
| ALPHABET INC CL C, 12340 SH | $177,620 | $1,251,893 |
| AMAZON.COM INC, 4489 SH | $683,304 | $433,368 |
| AO SMITH CORP COM STK, 7254 SH | $320,885 | $440,608 |
| AON PLC SHS CL A, 1975 SH | $533,104 | $608,853 |
| APPLE INC, 24205 SH | $427,655 | $3,583,066 |
| ARTHUR J GALLAGHER & CO, 4682 SH | $419,087 | $932,233 |
| BAXTER INTERNATIONAL INC, 14220 SH | $947,599 | $803,857 |
| BBH PARTNER FUND - INTERNATIONAL EQUITY, 127819.222 SH | $1,570,714 | $1,834,206 |
| BECTON DICKINSON & CO, 2650 SH | $180,361 | $660,751 |
| BERKSHIRE HATHAWAY INC-CL B, 4244 SH | $246,449 | $1,352,138 |
| BLACKROCK INC, 2200 SH | $330,609 | $1,575,200 |
| BOOKING HOLDINGS INC COM STK, 271 SH | $496,832 | $563,531 |
| CELANESE CORP COM STK, 4978 SH | $201,093 | $534,139 |
| COCA-COLA CO, 9900 SH | $199,650 | $629,739 |
| CONTINUUM PARTNERS, 2498.2366 SH | $3,000,000 | $4,481,138 |
| COPART INC COM STK, 9024 SH | $221,537 | $600,637 |
| COSTCO WHOLESALE CORP, 3990 SH | $1,253,202 | $2,151,608 |
| CVS HEALTH CORP, 14880 SH | $612,333 | $1,515,974 |
| DIAGEO PLC- SPONSORED ADR, 2610 SH | $141,514 | $486,896 |
| DOLLAR GENERAL CORP, 4775 SH | $557,971 | $1,220,872 |
| DOLLAR GENERAL CORP COM STK, 2386 SH | $292,776 | $610,052 |
| DUPONT DE NEMOURS INC, 9114 SH | $396,496 | $642,628 |
| DYNAMIC EQUITY MANAGERS: PORTFOLIO 1 OFFSHORE L.P., 4891.273 SH | $171,650 | $2,808,749 |
| GOLDMAN SACHS ACTIVEBETA EM ETF, 23130 SH | $837,526 | $674,471 |
| GQG PARTNERS EMERGING MARKETS EQUITY SERIES - BBH WS, 2366481.39 SH | $1,815,151 | $2,366,481 |
| GRACO INC COMMON STOCK, 7482 SH | $520,044 | $523,516 |
| GS TACTICAL TILT OVERLAY FUND CLASS P, 81854.172 SH | $788,611 | $845,554 |
| HONEYWELL INTERNATIONAL INC, 5820 SH | $853,456 | $1,277,781 |
| ISHARES CORE MSCI EAFE ETF, 40000 SH | $2,316,709 | $2,522,000 |
| ISHARES CORE MSCI EMERGING MARKET ETF, 84645 SH | $3,554,367 | $4,110,361 |
| ISHARES CORE S&P MID-CAP ETF, 6655 SH | $663,243 | $1,710,335 |
| ISHARES CORE S&P SMALL-CAP ETF, 33605 SH | $963,221 | $3,422,333 |
| ISHARES CORE U.S. AGGREGATE BOND ETF, 15085 SH | $1,631,170 | $1,482,705 |
| ISHARES MSCI EAFE ETF, 2030 SH | $100,424 | $136,254 |
| ISHARES RUSSELL 2000 ETF, 7160 SH | $689,527 | $1,341,569 |
| ISHARES S&P 500 INDEX FUND CLASS G, 11200.431 SH | $3,907,148 | $5,374,415 |
| J.P. MORGAN CHASE & CO, 10635 SH | $565,018 | $1,469,544 |
| JOHNSON & JOHNSON, 3478 SH | $16,868 | $619,084 |
| KLA CORPORATION, 1685 SH | $315,691 | $662,457 |
| LINDE PLC COM STK, 2971 SH | $485,635 | $999,682 |
| LOWE'S COMPANIES INC, 6800 SH | $571,270 | $1,445,340 |
| MASTERCARD, 5045 SH | $353,867 | $1,798,038 |
| MASTERCARD INCORPORATED, 3654 SH | $1,017,178 | $1,302,286 |
| MEDTRONIC PLC, 6875 SH | $577,383 | $543,400 |
| MICROSOFT CORP, 11944 SH | $2,559,252 | $3,047,392 |
| NESTLE S A SPONS ADR, 2994 SH | $96,116 | $356,256 |
| NIKE INC, 5910 SH | $846,358 | $648,268 |
| NIKE INC CL B, 5400 SH | $412,202 | $592,326 |
| ORACLE CORP, 7287 SH | $266,623 | $605,040 |
| ORACLE CORPORATION, 11800 SH | $446,373 | $979,754 |
| PEPSICO INC, 5490 SH | $241,709 | $1,018,450 |
| PROGRESSIVE CORP OHIO, 5801 SH | $424,869 | $766,602 |
| RAYTHEON TECHNOLOGIES CORP, 14450 SH | $1,039,986 | $1,426,504 |
| S&P GLOBAL INC, 1460 SH | $363,898 | $515,088 |
| S&P GLOBAL INC COM STK, 1491 SH | $517,834 | $526,025 |
| SELECT EQUITY SERIES - BBH WS, 4033903.87 SH | $2,663,176 | $4,033,904 |
| SETANTA: NON US EQUITY OFFSHORE L.P., 4355.243 SH | $838,668 | $688,303 |
| SIGNATURE BANK COM STK, 2363 SH | $702,712 | $329,639 |
| STARBUCKS CORP, 6300 SH | $360,120 | $643,860 |
| STATE STREET HEDGED INTERNATL DEVELOPED EQUITY INDEX FD CLA K, 12603.335 SH | $1,127,725 | $1,518,828 |
| T. ROWE PRICE INSTL HIGH YLD MUTUAL FUND CLASS I SHARES, 150587.312 SH | $1,269,071 | $1,121,875 |
| TEXAS INSTRUMENTS INC, 7177 SH | $1,301,082 | $1,295,160 |
| THE 1818 PARTNERS FUND, 6417022.6 SH | $2,457,698 | $6,417,023 |
| THERMO FISHER SCIENTIFIC INC, 2519 SH | $1,245,186 | $1,411,194 |
| TJX COMPANIES, 8750 SH | $208,863 | $700,438 |
| UNITED PARCEL SERVICE INC CLASS B, 68837 SH | $472,933 | $13,060,444 |
| UNITEDHEALTH GROUP INC, 3750 SH | $214,368 | $2,054,100 |
| VANGUARD FTSE ALL-WORLD EX-US SMALL CAP INDEX ETF, 8000 SH | $749,032 | $856,800 |
| VANGUARD FTSE EUROPE ETF, 9950 SH | $686,807 | $565,060 |
| VANGUARD FTSE PACIFIC ETF, 10000 SH | $569,092 | $666,400 |
| VANGUARD GLOBAL EX-US REAL ESTATE ETF ETF, 7619 SH | $374,390 | $322,284 |
| VANGUARD REIT INDEX FUND CMN, 3590 SH | $207,592 | $316,207 |
| VANGUARD SHORT TERM CMN SERIES - CORPORATE BOND ETF, 21140 SH | $1,668,392 | $1,596,070 |
| WASTE MANAGEMENT INC, 4236 SH | $226,677 | $710,462 |
| WELLINGTON: NON-US EQUITY OFFSHORE LP, 5544.676 SH | $245,302 | $1,060,203 |
| ZOETIS INC COM STK, 5327 SH | $220,443 | $821,104 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $21,135 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,135 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT - RENTAL SPACE AND VENUE | Desc |
| BOY Book Value | $13,076 | BOYBookValueAmt |
| EOY Book Value | $12,850 | EOYBookValueAmt |
| EOYFMV | $12,850 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED STOCK ADJUSTMENT-FMV TO COST | Desc |
| Amt | $280,860 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAID MEDIA AND AWARENESS EXPENSES | $2,964,662 | $0 | $2,964,662 |
| SOFTWARE FOR OBERKOTTER AND HEARING FIRST PLATFORMS | $92,981 | $0 | $92,981 |
| INSURANCE | $59,369 | $0 | $59,369 |
| STAFF COMPUTER AND SOFTWARE EXPENSES | $111,325 | $0 | $111,325 |
| OFFICE SUPPLIES | $2,920 | $0 | $2,920 |
| BOOKS, SUBSCRIPTIONS AND MEMBERSHIPS | $7,886 | $0 | $7,886 |
| POSTAGE AND DELIVERY | $1,378 | $0 | $1,378 |
| EQUIPMENT RENTAL | $1,854 | $0 | $1,854 |
| PRINTING AND COPYING | $1,771 | $0 | $1,771 |
| BANK FEES | $2,155 | $2,155 | $0 |
| LICENSES AND FEES | $444 | $0 | $444 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER ALTERNATIVE INVESTMENT INCOME | $0 | -$145,880 | $0 |
| CLASS ACTION SETTLEMENTS | $49 | $49 | $49 |
| CREDIT CARD POINT REDEMPTION | $5,083 | $5,083 | |
| RETURN OF CAPITAL - ALTERNATIVE INVESTMENTS | $7,086,126 | $7,086,126 | |
| OTHER INVESTMENT INCOME | $514 | $514 | $514 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 401(K) PLAN CONTRIBUTIONS | Desc |
| BOY Book Value | $11,062 | BOYBookValueAmt |
| EOY Book Value | $12,595 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AWARENESS INITIATIVE CONSULTATIVE SERVICES | $538,500 | $0 | $538,500 |
| HF DIGITAL ECOSYSTEM CONSULTATIVE SERVICES | $445,791 | $0 | $445,791 |
| INVESTMENT FEES | $412,761 | $412,761 | $0 |
| ORGANIZATIONAL SUPPORT CONSULTANT SERVICES | $136,408 | $0 | $136,408 |
| IT CONSULTATIVE SERVICES | $30,675 | $0 | $30,675 |
| PAYROLL FEES | $7,257 | $0 | $7,257 |
| ALT INVESTMENT MGMT FEES | $0 | $196,034 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $120,000 | $0 | $0 |
| DE FRANCHISE TAX | $300 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $32,480 | $0 |
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