2023-04-13T18:59:43-05:00 2022-11-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990PF 2021-12-01 232686151 OBERKOTTER FOUNDATION OBER 2157512080 1600 MARKET STREET 3600 PHILADELPHIA PA 191037286 BRUCE ROSENFIELD EXECUTIVE DIRECTOR 2157512080 2023-04-11 1 BRUCE ROSENFIELD 999009999 CONNIE M LIRA P00481097 2156433900 2023-04-11 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 139288745 X 9235475 13886 13886 2385888 2958148 4281992 20013803 8590384 7091772 -145317 23009013 11417101 1131500 47292 1084208 2122437 13944 2108493 435568 1352 434216 21135 0 21135 20160 1500 18660 1571392 608795 1158631 120300 32480 0 153388 0 153388 74059 0 74059 3246745 2155 3244590 8896684 707518 8297380 61584972 61584972 70481656 707518 69882352 -47472643 10709583 61256403 14901479 14901479 69503614 63112572 119380194 0 4994222 4994222 13076 12850 12850 130773093 83021123 139288745 11062 12595 11062 12595 X 130762031 83008528 130762031 83008528 130773093 83021123 130762031 -47472643 0 83289388 280860 83008528 PUBLICLY TRADED SECURITIES 20013803 11423419 8590384 8590384 8590384 148863 0 148863 0 148863 179757 0 0 0 179757 X 0 30894 30894 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 WWW.OBERKOTTERFOUNDATION.ORG BRUCE ROSENFIELD 2157512080 1600 MARKET STREET 3600 PHILADELPHIA PA 191037286 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 400000 8700 0 DAVID PIERSON 1600 MARKET STREET STE 3600 PHILADELPHIA PA 191037286 TRUSTEE 10.00 50000 0 0 LYDIA DENWORTH 1600 MARKET STREET STE 3600 PHILADELPHIA PA 191037286 TRUSTEE 10.00 45837 0 0 AMY NEWNAM 1600 MARKET STREET STE 3600 PHILADELPHIA PA 191037286 ASSOCIATE EXECUTIVE DIRECTOR 40.00 279163 7834 0 TERESA CARAWAY 1600 MARKET STREET STE 3600 PHILADELPHIA PA 191037286 CEO, HEARING FIRST 40.00 356500 8700 825 WESTON ROYER 1600 MARKET ST 3600 PHILADELPHIA PA 191037286 DIRECTOR OF TECHNOLO 40.00 237848 0 0 TERESA A ZWOLAN 1600 MARKET ST 3600 PHILADELPHIA PA 191037286 DIRECTOR OF AUDIOLOG 40.00 213728 0 0 LUKE DAVIDSON 1600 MARKET ST 3600 PHILADELPHIA PA 191037286 DIRECTOR OF WEB DEVE 40.00 183345 5219 0 WENDELYN DEMOSS 1600 MARKET ST 3600 PHILADELPHIA PA 191037286 PROGRAMS OFFICER-LSL 40.00 180297 5183 0 CHRISTEN DANIELS 1600 MARKET ST 3600 PHILADELPHIA PA 191037286 COMMUNICATIONS OFFIC 40.00 176016 5055 0 8 FIVESTONE 367 WINDSOR HIGHWAY SUITE 422 NEW WINDSOR NY 12553 MARKETING AND COMMUNICATIONS CONS. 285000 TAILWIND PO BOX 1680 TEMPE AZ 85280 PAID MEDIA CONSULTANT 283500 HAVERFORD TRUST COMPANY 3 RADNOR CORPORATE CENTER STE 450 RADNOR PA 19087 INVESTMENT ADVISOR AND MANAGER 191793 KALEIDOSCOPE TRAINING & CONSULTING 2570 HARRIS ROAD PALMYRA NY 14522 E-LEARNING CONSULTANT 139800 BROWN BROTHER HARRIMAN & CO ONE LOGAN SQUARE 14TH FLOOR PHILADELPHIA PA 19103 INVESTMENT ADVISOR AND MANAGER 110725 3 SUPPORT FAMILIES TO IMPROVE OUTCOMES FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING THROUGH LISTENING AND SPOKEN LANGUAGE THROUGH HEARING FIRST 3570622 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 3503162 0 130546713 23405682 0 153952395 0 0 153952395 2309286 151643109 7582155 7582155 148863 148863 7433292 0 7433292 0 7433292 69882352 0 69882352 7433292 0 0 3711160 6203952 6956018 16871130 69882352 0 0 0 7433292 62449060 0 0 79320190 0 0 0 0 0 9235475 0 70084715 679637 6956018 62449060 MILDRED L OBERKOTTER X AG BELL ASSOCIATION FOR THE DEAF AND HARD OF HEARING 3417 VOLTA PLACE WASHINGTON DC 20007 PC LSL SUPPORT - CHILDREN AND FAMILIES 1567000 ALL EARS LISTENING & LANGUAGE CENTER 4881 W PANTHER CREEK DRIVE PO BOX 131602 THE WOODLANDS TX 77380 PC LSL SUPPORT - CHILDREN AND FAMILIES 250000 ATLANTA SPEECH SCHOOL 3160 NORTHSIDE PARKWAY NW ATLANTA GA 30327 PC LSL SUPPORT - CHILDREN AND FAMILIES 2000000 AUDITORY ORAL SCHOOL OF NEW YORK 3321 AVENUE M BROOKLYN NY 11210 PC LSL SUPPORT - CHILDREN AND FAMILIES 5500000 AUDITORY-VERBAL CENTER INC 1901 CENTURY BLVD SUITE 20 ATLANTA GA 30345 PC LSL SUPPORT - CHILDREN AND FAMILIES 500000 BUFFALO HEARING & SPEECH CENTER 50 E NORTH STREET BUFFALO NY 14203 PC LSL SUPPORT - CHILDREN AND FAMILIES 250000 CARLE AUDITORY ORAL SCHOOL C/O THE CARLE FOUNDATION 611 W PARK STREET URBANA IL 61801 PC LSL SUPPORT - CHILDREN AND FAMILIES 250000 CCHAT CENTER - SACRAMENTO 11100 COLOMA ROAD RANCHO CORDOVA CA 95670 PC LSL SUPPORT - CHILDREN AND FAMILIES 5250000 CENTER FOR HEARING AND COMMUNICATION 50 BORADWAY 6TH FLOOR NEW YORK NY 10004 PC LSL SUPPORT - CHILDREN AND FAMILIES 562500 CENTRAL INSTITUTE FOR THE DEAF 825 SOUTH TAYLOR AVE ST LOUIS MO 63110 PC LSL SUPPORT - CHILDREN AND FAMILIES 500000 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 102400 CHILD'S VOICE 180 HANSEN COURT WOOD DALE IL 60191 PC LSL SUPPORT - CHILDREN AND FAMILIES 5352500 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 5140741 DEPAUL SCHOOL FOR HEARING AND SPEECH 6202 ALDER STREET PITTSBURGH PA 152064389 PC LSL SUPPORT - CHILDREN AND FAMILIES 250000 DESERT VOICES 3426 E SHEA BLVD PHOENIX AZ 85028 PC LSL SUPPORT - CHILDREN AND FAMILIES 250000 FOUNDATION FOR HEARING RESEARCH INC WEINGARTEN CHILDREN'S CENTER 3518 JEFFERSON AVE REDWOOD CITY CA 94062 PC LSL SUPPORT - CHILDREN AND FAMILIES 5200000 FOUNDATION OF THE MASSACHUSETTS EYE AND EAR 243 CHARLES STREET BOSTON MA 02114 PC LSL SUPPORT - CHILDREN AND FAMILIES 85000 HANDS & VOICES PO BOX 3093 BOULDER CO 80307 PC LSL SUPPORT - CHILDREN AND FAMILIES 50000 HASKINS LABORATORIES INC 300 GEORGE STREET SUITE 900 NEW HAVEN CT 06511 PC RESEARCH 799785 HEAR ME NOW POBOX 896 PORTLAND ME 04104 PC LSL SUPPORT - CHILDREN AND FAMILIES 500000 HEARTS FOR HEARING 11500 N PORTLAND OKLAHOMA CITY OK 73120 PC LSL SUPPORT - CHILDREN AND FAMILIES 7250000 HOPE SCHOOL 1821 E SPRAGUE SPOKANE WA 99202 PC LSL SUPPORT - CHILDREN AND FAMILIES 555800 JOHN TRACY CENTER 2160 W ADAMS BLVD LOS ANGELES CA 90018 PC LSL SUPPORT - CHILDREN AND FAMILIES 250000 LISTEN AND TALK 8244 122ND AVE NE KIRKLAND WA 98033 PC LSL SUPPORT - CHILDREN AND FAMILIES 5000000 LISTEN FOUNDATION INC 6950 BELLEVIEW AVE STE 203 GREENWOOD VILLAGE CO 80120 PC LSL SUPPORT - CHILDREN AND FAMILIES 530000 MAGNOLIA SPEECH SCHOOL 733 FLAG CHAPEL ROAD JACKSON MS 39209 PC LSL SUPPORT - CHILDREN AND FAMILIES 250000 MAYO CLINIC ROCHESTER DIVISION OF GASTROENTEROLOGY & HEPATOLOGY 200 FIRST STREET SOUTHWEST ROCHESTER MN 55905 PC RESEARCH 250000 MEMPHIS ORAL SCHOOL FOR THE DEAF 7901 POPLAR AVENUE GERMANTOWN TN 38138 PC LSL SUPPORT - CHILDREN AND FAMILIES 500000 NEW YORK-PRESBYTERIAN FUND INC 525 E 68TH ST 123 NEW YORK NY 100654870 PC LSL SUPPORT - CHILDREN AND FAMILIES 274773 NORTHERN VOICES 1660 WEST COUNTY ROAD B ROSEVILLE MN 55113 PC LSL SUPPORT - CHILDREN AND FAMILIES 250000 OHIO VALLEY VOICES 6642 BRANCH HILL-GUINEA PIKE LOVELAND OH 45140 PC LSL SUPPORT - CHILDREN AND FAMILIES 500000 PRESBYTERIAN EAR INSTITUTE ORAL SCHOOL 415 CEDAR ST SE ALBUQUERQUE NM 87106 PC LSL SUPPORT - CHILDREN AND FAMILIES 250000 RADY CHILDREN'S HOSPITAL FOUNDATION 3020 CHILDRENS WAY MC5005 SAN DIEGO CA 92123 PC LSL SUPPORT - CHILDREN AND FAMILIES 110080 ST JOSEPH INSTITUTE FOR THE DEAF 9192 WALDEMAR ROAD INDIANAPOLIS IN 46268 PC LSL SUPPORT - CHILDREN AND FAMILIES 500000 SUMMIT SPEECH SCHOOL 705 CENTRAL AVENUE NEW PROVIDENCE NJ 07974 PC LSL SUPPORT - CHILDREN AND FAMILIES 250000 SUNSHINE COTTAGE SCHOOL FOR DEAF CHILDREN 603 E HILDEBRAND AVENUE SAN ANTONIO TX 78212 PC LSL SUPPORT - CHILDREN AND FAMILIES 300000 TEXAS HEARING INSTITUTE 3100 SHENANDOAH ST HOUSTON TX 77021 PC LSL SUPPORT - CHILDREN AND FAMILIES 250000 THE CHILDREN'S COCHLEAR IMPLANT CENTER AT UNC 5501 FORTUNES RIDGE DRIVE SUITE A DURHAM NC 27713 PC LSL SUPPORT - CHILDREN AND FAMILIES 500000 THE HEARING AND SPEECH CENTER 350 HENTRY CLAY BLVD LEXINGTON KY 40502 PC LSL SUPPORT - CHILDREN AND FAMILIES 550000 THE MOOG CENTER FOR DEAF EDUCATION 12300 SOUTH FORTY DRIVE ST LOUIS MO 63141 PC LSL SUPPORT - CHILDREN AND FAMILIES 7200000 THE UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION 118 COLLEGE DRIVE BOX 5210 HATTIESBURG MS 39406 PC LSL SUPPORT - CHILDREN AND FAMILIES 6643 TUCKER MAXON SCHOOL 2860 SE HOLGATE BLVD PORTLAND OR 97202 PC LSL SUPPORT - CHILDREN AND FAMILIES 250000 UNIVERSITY OF MIAMI 1120 NW 14 ST CRB 5TH FLOOR MIAMI FL 33136 PC LSL SUPPORT - CHILDREN AND FAMILIES 250000 UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK STREET SE SUITE 500 MINNEAPOLIS MN 55455 PC LSL SUPPORT - CHILDREN AND FAMILIES 64000 UTAH STATE UNIVERSITY 2615 OLD MAIN HILL LOGAN UT 84322 PC LSL SUPPORT - CHILDREN AND FAMILIES 650000 VANDERBILT UNIVERSITY MEDICAL CENTER PO BOX 121236 DALLAS TX 753121236 PC LSL SUPPORT - CHILDREN AND FAMILIES 250000 WOOLLEY INSTITUTE FOR SPOKEN-LANGUAGE EDUCATION 2305 MONTEVALLO RD BIRMINGHAM AL 35223 PC LSL SUPPORT - CHILDREN AND FAMILIES 233750 61584972 HASKINS LABORATORIES INC 300 GEORGE STREET SUITE 900 NEW HAVEN CT 06511 PC RESEARCH 799785 799785 14 13886 14 2385888 18 4281992 CLASS ACTION SETTLEMENTS 01 49 CREDIT CARD POINT REDEMPTION 01 5083 RETURN OF CAPITAL - ALTERNATIVE INVESTMENTS 01 7086126 OTHER INVESTMENT INCOME 01 514 0 13773538 0 13773538 0 0 0 0 0 0 0 0 0 0 X X 1 MILDRED L OBERKOTTER 1600 MARKET STREET SUITE 3600 PHILADELPHIA PA 191037286 9235475 X X 1 SECURITIES 1135475 2022-02-09 TAX PREPARATION FEES 20160 1500 18660 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. BBH LIMITED DURATION FUND CL I, 487381.01 SH 4994222 4994222 ABBOTT LABORATORIES, 4839 SH 588998 520580 ACCENTURE LTD, 6520 SH 247958 1962064 ADOBE INC, 1315 SH 517815 453583 AIR PRODUCTS & CHEMICALS INC, 1990 SH 265330 617218 ALCON INC COM STK, 11699 SH 541974 805944 ALPHABET INC CL C, 12340 SH 177620 1251893 AMAZON.COM INC, 4489 SH 683304 433368 AO SMITH CORP COM STK, 7254 SH 320885 440608 AON PLC SHS CL A, 1975 SH 533104 608853 APPLE INC, 24205 SH 427655 3583066 ARTHUR J GALLAGHER & CO, 4682 SH 419087 932233 BAXTER INTERNATIONAL INC, 14220 SH 947599 803857 BBH PARTNER FUND - INTERNATIONAL EQUITY, 127819.222 SH 1570714 1834206 BECTON DICKINSON & CO, 2650 SH 180361 660751 BERKSHIRE HATHAWAY INC-CL B, 4244 SH 246449 1352138 BLACKROCK INC, 2200 SH 330609 1575200 BOOKING HOLDINGS INC COM STK, 271 SH 496832 563531 CELANESE CORP COM STK, 4978 SH 201093 534139 COCA-COLA CO, 9900 SH 199650 629739 CONTINUUM PARTNERS, 2498.2366 SH 3000000 4481138 COPART INC COM STK, 9024 SH 221537 600637 COSTCO WHOLESALE CORP, 3990 SH 1253202 2151608 CVS HEALTH CORP, 14880 SH 612333 1515974 DIAGEO PLC- SPONSORED ADR, 2610 SH 141514 486896 DOLLAR GENERAL CORP, 4775 SH 557971 1220872 DOLLAR GENERAL CORP COM STK, 2386 SH 292776 610052 DUPONT DE NEMOURS INC, 9114 SH 396496 642628 DYNAMIC EQUITY MANAGERS: PORTFOLIO 1 OFFSHORE L.P., 4891.273 SH 171650 2808749 GOLDMAN SACHS ACTIVEBETA EM ETF, 23130 SH 837526 674471 GQG PARTNERS EMERGING MARKETS EQUITY SERIES - BBH WS, 2366481.39 SH 1815151 2366481 GRACO INC COMMON STOCK, 7482 SH 520044 523516 GS TACTICAL TILT OVERLAY FUND CLASS P, 81854.172 SH 788611 845554 HONEYWELL INTERNATIONAL INC, 5820 SH 853456 1277781 ISHARES CORE MSCI EAFE ETF, 40000 SH 2316709 2522000 ISHARES CORE MSCI EMERGING MARKET ETF, 84645 SH 3554367 4110361 ISHARES CORE S&P MID-CAP ETF, 6655 SH 663243 1710335 ISHARES CORE S&P SMALL-CAP ETF, 33605 SH 963221 3422333 ISHARES CORE U.S. AGGREGATE BOND ETF, 15085 SH 1631170 1482705 ISHARES MSCI EAFE ETF, 2030 SH 100424 136254 ISHARES RUSSELL 2000 ETF, 7160 SH 689527 1341569 ISHARES S&P 500 INDEX FUND CLASS G, 11200.431 SH 3907148 5374415 J.P. MORGAN CHASE & CO, 10635 SH 565018 1469544 JOHNSON & JOHNSON, 3478 SH 16868 619084 KLA CORPORATION, 1685 SH 315691 662457 LINDE PLC COM STK, 2971 SH 485635 999682 LOWE'S COMPANIES INC, 6800 SH 571270 1445340 MASTERCARD, 5045 SH 353867 1798038 MASTERCARD INCORPORATED, 3654 SH 1017178 1302286 MEDTRONIC PLC, 6875 SH 577383 543400 MICROSOFT CORP, 11944 SH 2559252 3047392 NESTLE S A SPONS ADR, 2994 SH 96116 356256 NIKE INC, 5910 SH 846358 648268 NIKE INC CL B, 5400 SH 412202 592326 ORACLE CORP, 7287 SH 266623 605040 ORACLE CORPORATION, 11800 SH 446373 979754 PEPSICO INC, 5490 SH 241709 1018450 PROGRESSIVE CORP OHIO, 5801 SH 424869 766602 RAYTHEON TECHNOLOGIES CORP, 14450 SH 1039986 1426504 S&P GLOBAL INC, 1460 SH 363898 515088 S&P GLOBAL INC COM STK, 1491 SH 517834 526025 SELECT EQUITY SERIES - BBH WS, 4033903.87 SH 2663176 4033904 SETANTA: NON US EQUITY OFFSHORE L.P., 4355.243 SH 838668 688303 SIGNATURE BANK COM STK, 2363 SH 702712 329639 STARBUCKS CORP, 6300 SH 360120 643860 STATE STREET HEDGED INTERNATL DEVELOPED EQUITY INDEX FD CLA K, 12603.335 SH 1127725 1518828 T. ROWE PRICE INSTL HIGH YLD MUTUAL FUND CLASS I SHARES, 150587.312 SH 1269071 1121875 TEXAS INSTRUMENTS INC, 7177 SH 1301082 1295160 THE 1818 PARTNERS FUND, 6417022.6 SH 2457698 6417023 THERMO FISHER SCIENTIFIC INC, 2519 SH 1245186 1411194 TJX COMPANIES, 8750 SH 208863 700438 UNITED PARCEL SERVICE INC CLASS B, 68837 SH 472933 13060444 UNITEDHEALTH GROUP INC, 3750 SH 214368 2054100 VANGUARD FTSE ALL-WORLD EX-US SMALL CAP INDEX ETF, 8000 SH 749032 856800 VANGUARD FTSE EUROPE ETF, 9950 SH 686807 565060 VANGUARD FTSE PACIFIC ETF, 10000 SH 569092 666400 VANGUARD GLOBAL EX-US REAL ESTATE ETF ETF, 7619 SH 374390 322284 VANGUARD REIT INDEX FUND CMN, 3590 SH 207592 316207 VANGUARD SHORT TERM CMN SERIES - CORPORATE BOND ETF, 21140 SH 1668392 1596070 WASTE MANAGEMENT INC, 4236 SH 226677 710462 WELLINGTON: NON-US EQUITY OFFSHORE LP, 5544.676 SH 245302 1060203 ZOETIS INC COM STK, 5327 SH 220443 821104 LEGAL FEES 21135 0 21135 DEPOSIT - RENTAL SPACE AND VENUE 13076 12850 12850 DONATED STOCK ADJUSTMENT-FMV TO COST 280860 PAID MEDIA AND AWARENESS EXPENSES 2964662 0 2964662 SOFTWARE FOR OBERKOTTER AND HEARING FIRST PLATFORMS 92981 0 92981 INSURANCE 59369 0 59369 STAFF COMPUTER AND SOFTWARE EXPENSES 111325 0 111325 OFFICE SUPPLIES 2920 0 2920 BOOKS, SUBSCRIPTIONS AND MEMBERSHIPS 7886 0 7886 POSTAGE AND DELIVERY 1378 0 1378 EQUIPMENT RENTAL 1854 0 1854 PRINTING AND COPYING 1771 0 1771 BANK FEES 2155 2155 0 LICENSES AND FEES 444 0 444 OTHER ALTERNATIVE INVESTMENT INCOME 0 -145880 0 CLASS ACTION SETTLEMENTS 49 49 49 CREDIT CARD POINT REDEMPTION 5083 5083 RETURN OF CAPITAL - ALTERNATIVE INVESTMENTS 7086126 7086126 OTHER INVESTMENT INCOME 514 514 514 401(K) PLAN CONTRIBUTIONS 11062 12595 AWARENESS INITIATIVE CONSULTATIVE SERVICES 538500 0 538500 HF DIGITAL ECOSYSTEM CONSULTATIVE SERVICES 445791 0 445791 INVESTMENT FEES 412761 412761 0 ORGANIZATIONAL SUPPORT CONSULTANT SERVICES 136408 0 136408 IT CONSULTATIVE SERVICES 30675 0 30675 PAYROLL FEES 7257 0 7257 ALT INVESTMENT MGMT FEES 0 196034 0 FEDERAL EXCISE TAXES 120000 0 0 DE FRANCHISE TAX 300 0 0 FOREIGN TAXES PAID 0 32480 0