OBERKOTTER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OBERKOTTER FOUNDATION (EIN 23-2686151)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2023-07-21
- IRS object ID
- 202342029349100504
- Schema version
- 2020v4.2
- 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
- Acty Not Previously Rpt Expln
- General Explanation Attachment
- 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 | 2023-07-21T09:36:28-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | 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 | 2020-12-01 | 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 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037286 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE ROSENFELD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2157512080 | PhoneNum |
| Signature | 2023-07-05 | 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 | ROSENFELD | 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 | 2023-07-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $211,183,048 | 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 | $6,656,749 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22,041 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,041 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,944,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,379,040 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,377,691 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $80,832,600 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,737,693 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,303,509 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$232,351 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $30,304,806 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,906,423 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,021,161 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $976,161 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,777,369 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,027 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,765,342 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $384,944 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $460 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $384,484 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $63,312 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $63,312 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,130 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,395 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,735 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,835,948 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $536,090 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,337,832 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $315,300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,619 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $151,369 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $151,369 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,447 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,447 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,740,077 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,740,077 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,339,057 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $630,591 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,461,759 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,613,916 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,613,916 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,952,973 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $630,591 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,075,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,351,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,275,832 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,014,689 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $37,386,027 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,256,403 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,256,403 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $80,746,283 | CorporateStockBOYAmt |
| Corporate Stock EOY | $69,503,614 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $149,913,569 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $12,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,076 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,076 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $119,159,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,773,093 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $211,183,048 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,217 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,062 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,217 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,062 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $119,151,282 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $130,762,031 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $119,151,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $130,762,031 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $119,159,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,773,093 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $119,151,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,351,833 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $131,503,115 | SubtotalAmt |
| Other Decreases | $741,084 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $130,762,031 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | P | $55,521,563 | $44,886,244 | $10,635,319 | $10,635,319 |
| HAVERFORD TRUST COMPANY | P | $25,166,761 | $15,452,075 | $9,714,686 | $9,714,686 |
| GOLDAMN SACHS | P | $144,276 | $116,590 | $27,686 | $27,686 |
| BBH GQG PARTNERS EMERGING MARKETS SERIES | P | -$33,761 | -$33,761 | ||
| 1818 PARTNERS LP | P | $78,809 | $78,809 | ||
| SPRUCEGROVE NON US EQUITY | P | -$49,252 | -$49,252 | ||
| DYNAMIC EQUITY MGRS PORTFOLIO | P | $267,312 | $267,312 | ||
| CONTINUUM PARTNERS, L.P. | P | -$90,344 | -$90,344 | ||
| BBH SELECT EQUITY | P | $478,873 | $478,873 | ||
| BBH BURGUNDY | P | -$343,323 | -$343,323 | ||
| BBH CEDAR ROCK | P | $34,523 | $34,523 | ||
| WELLINGTON (FKA VONTOBEL) | P | $17,165 | $17,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,737,693 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $309,634 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $309,634 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $309,634 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $369,391 | 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 | $369,391 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $59,757 | OverpaymentAmt |
| Applied To ES Tax | $59,757 | 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 | Yes (1) | 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 A 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 | 16900 MARKET STREET STE 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 (5 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 A ROSENFIELD | ||||||||
| 1600 MARKET STREET STE 3600 | PHILADELPHIA | PA | 191037286 | TRUSTEE & EXECUTIVE DIRECTOR | 40.00 | $400,000 | $4,011 | $0 |
| DAVID PIERSON | ||||||||
| 1600 MARKET STREET STE 3600 | PHILADELPHIA | PA | 191037286 | TRUSTEE | 10.00 | $50,000 | $0 | $0 |
| AMY NEWNAM | ||||||||
| 1600 MARKET STREET STE 3600 | PHILADELPHIA | PA | 191037286 | ASSOC. EXEC. DIRECTOR | 40.00 | $261,150 | $15,605 | $0 |
| TERESA CARAWAY | ||||||||
| 1600 MARKET STREET STE 3600 | PHILADELPHIA | PA | 191037286 | CEO, HEARING FIRST | 40.00 | $310,011 | $25,625 | $675 |
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 |
|---|---|---|---|---|---|---|---|---|
| LUKE DAVIDSON | ||||||||
| 1600 MARKET ST STE 3600 | PHILADELPHIA | PA | 19103 | WEB DVLMT DIR, HF | 40.00 | $176,692 | $18,792 | $0 |
| WENDELYN DEMOSS | ||||||||
| 1600 MARKET ST STE 3600 | PHILADELPHIA | PA | 19103 | PROGRAMS OFFICER HF | 40.00 | $172,460 | $20,159 | $0 |
| CHRISTEN DANIELS | ||||||||
| 1600 MARKET ST STE 3600 | PHILADELPHIA | PA | 19103 | MCO, HF | 40.00 | $168,197 | $16,055 | $0 |
| MARJORIE EDWARDS | ||||||||
| 1600 MARKET ST STE 3600 | PHILADELPHIA | PA | 19103 | PROGRAMS LEADER HF | 40.00 | $124,616 | $4,468 | $0 |
| COURTNEY LAUB | ||||||||
| 1600 MARKET ST STE 3600 | PHILADELPHIA | PA | 19103 | ACCTING & FIN. MANAG | 40.00 | $120,271 | $590 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 11 | 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 & COMMUNICATIONS CONSULTANT | $1,307,000 |
| TAILWIND | |||||
| 740 S MILL AVE 210 | TEMPE | AZ | 85281 | PAID MEDIA CONSULTANT | $412,250 |
| HAVERFORD TRUST COMPANY | |||||
| 3 RADNOR CORPORATE CENTER STE 450 | RADNOR | PA | 19087 | INVESTMENT ADVISOR & MANAGER | $194,530 |
| BROWN BROTHERS HARRIMAN & CO | |||||
| ONE LOGAN SQUARE 14TH FLOOR | PHILADELPHIA | PA | 19103 | INVESTMENT ADVISOR & MANAGER | $187,963 |
| KALEIDOSCOPE TRAINING AND CONSULTING | |||||
| 2570 HARRIS ROAD | PALMYRA | NY | 14522 | E-LEARNING CONSULTANT | $156,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HEARING FIRST'S "STARTS HEAR" PUBLIC AWARENESS CAMPAIGN ABOUT THE IMPORTANCE OF HEARING TO BRAIN DEVELOPMENT AND KNOWING THE STATUS OF A NEWBORN'S HEARING SCREENING. (SEE STATEMENT 16.) | Description1Txt |
| Expenses1 | $4,206,768 | Expenses1Amt |
| Description2 | HEARING FIRST'S EDUCATIONAL AND COMMUNITY BUILDING ACTIVITIES TO SUPPORT FAMILIES AND IMPROVE OUTCOMES FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING THROUGH LISTENING AND SPOKEN LANGUAGE. (SEE STATEMENT 16.) | Description2Txt |
| Expenses2 | $3,132,578 | 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 | $166,153,783 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,496,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $207,650,207 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $207,650,207 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,114,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $204,535,454 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,226,773 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,226,773 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $309,634 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $309,634 | TotalTaxAmt |
| Distributable Before Adj | $9,917,139 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $202,518 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,119,657 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,119,657 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,075,675 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,075,675 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,075,675 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,119,657 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,238,170 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,129,739 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,203,952 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,571,861 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,075,675 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,119,657 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,956,018 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,527,879 | 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 | $6,656,749 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,871,130 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,711,160 | ExcessFromYear2Amt |
| Excess From Year1 | $6,203,952 | ExcessFromYear1Amt |
| Excess From Current Year | $6,956,018 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A G BELL ASSCO FOR THE DEAF AND HARD OF HEARING | ||||||
| 3417 VOLTA PLACE NW | WASHINGTON | DC | 200072778 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $1,425,000 |
| AMERICAN COCHLEAR IMPLANT ALLIANCE | ||||||
| PO BOX 103 | MCLEAN | VA | 22101 | PC | RESEARCH | $77,500 |
| AUDITORY ORAL SCHOOL OF NEW YORK | ||||||
| 3321 AVENUE M | BROOKLYN | NY | 11210 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $550,000 |
| AUDITORY-VERBAL CENTER INC | ||||||
| 1901 CENTURY BLVD SUITE 20 | ATLANTA | GA | 30345 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $102,500 |
| CALLIER CENTER FOR COMMUNICATION DISORDERS | ||||||
| 1966 INWOOD ROAD | DALLAS | TX | 75235 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $131,589 |
| CCHAT CENTER - SACRAMENTO | ||||||
| 11100 COLOMA ROAD | RANCHO CORDOVA | CA | 95670 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $350,000 |
| CENTER FOR HEARING AND COMMUNICATION | ||||||
| 50 BROADWAY 6TH FLOOR | NEW YORK | NY | 10004 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $150,000 |
| 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 | $90,000 |
| CHILD'S VOICE | ||||||
| 180 HANSEN COURT | WOOD DALE | IL | 60191 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $318,000 |
| 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 | $452,271 |
| COLUMBIA UNIVERSITY MEDICAL CENTER | ||||||
| 180 FORT WASHINGTON AVE HP7 | NEW YORK | NY | 10032 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $121,046 |
| COOK CHILDREN'S HEALTH FOUNDATION | ||||||
| 801 7TH AVENUE | FORT WORTH | TX | 76104 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $50,000 |
| FOUNDATION FOR HEARING RESEARCH INC WEINGARTEN CHILDREN'S CENTER | ||||||
| 3518 JEFFERSON AVENUE | REDWOOD CITY | CA | 94062 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $275,000 |
| 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 | $669,200 |
| HEAR ME NOW | ||||||
| PO BOX 896 | PORTLAND | ME | 04104 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $122,133 |
| HEARTS FOR HEARING | ||||||
| 11500 N PORTLAND | OKLAHOMA CITY | OK | 73120 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $450,000 |
| HOPE SCHOOL | ||||||
| 1821 E SPRAGUE | SPOKANE | WA | 99202 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $114,250 |
| IDAHO STATE UNIVERSITY | ||||||
| 921 S 8TH AVE STOP 8046 | POCATELLO | ID | 832098046 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $94,858 |
| LISTEN AND TALK | ||||||
| 8244 122ND AVE NE | KIRKLAND | WA | 98033 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $275,000 |
| LISTEN FOUNDATION INC | ||||||
| 6950 E BELLEVIEW AVE STE 203 | GREENWOOD VILLAGE | CO | 80120 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $80,000 |
| 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 | $100,000 |
| NEW YORK-PRESBYTERIAN FUND INC | ||||||
| 525 E 68TH ST 123 | NEW YORK | NY | 100654870 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $267,953 |
| NORTHERN VOICES | ||||||
| 1660 WEST COUNTY ROAD B | ROSEVILLE | MN | 55113 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $50,000 |
| OHIO VALLEY VOICES | ||||||
| 6642 BRANCH HILL-GUINEA PIKE | LOVELAND | OH | 45140 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $100,000 |
| 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 | $50,000 |
| SUNSHINE COTTAGE SCHOOL FOR DEAF CHILDREN | ||||||
| 603 E HILDEBRAND AVENUE | SAN ANTONIO | TX | 78212 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $100,000 |
| TEXAS HEARING INSTITUTE | ||||||
| 3100 SHENANDOAH ST | HOUSTON | TX | 77021 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $35,000 |
| THE HEARING AND SPEECH CENTER | ||||||
| 350 HENRY CLAY BLVD | LEXINGTON | KY | 40502 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $100,000 |
| THE MOOG CENTER FOR DEAF EDUCATION | ||||||
| 12300 SOUTH FORTY DRIVE | ST LOUIS | MO | 63141 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $510,000 |
| THE UNIVERSITY OF CHICAGO | ||||||
| 5801 SOUTH ELLIS AVENUE | CHICAGO | IL | 60637 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $315,000 |
| THE UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | ||||||
| 118 COLLEGE DRIVE PO BOX 5210 | HATTIESBURG | MS | 39406 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $19,928 |
| 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 | $274,858 |
| WOOLLEY INSTITUTE FOR SPOKEN-LANGUAGE EDUCATION | ||||||
| 2305 MONTEVALLO ROAD | BIRMINGHAM | AL | 35223 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $233,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,613,916 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A G BELL ASSCO FOR THE DEAF AND HARD OF HEARING | |||||||
| 3417 VOLTA PLACE NW | WASHINGTON | DC | 200072778 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $7,200,000 | |
| ALL EARS LISTENING & LANGUAGE CENTER | |||||||
| PO BOX 131602 4881 W PANTHER CREEK | THE WOODLANDS | TX | 77380 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | DRIVE |
| 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 | $5,000,000 | |
| 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 | ST |
| CCHAT CENTER - SACRAMENTO | |||||||
| 11100 COLOMA ROAD | RANCHO CORDOVA | CA | 95670 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $5,550,000 | |
| CENTER FOR HEARING AND COMMUNICATION | |||||||
| 50 BROADWAY 6TH FLOOR | NEW YORK | NY | 10004 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $500,000 | |
| CENTRAL INSTITUTE FOR THE DEAF | |||||||
| 825 SOUTH TAYLOR AVE | ST LOUIS | MO | 63110 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $500,000 | |
| CHILD'S VOICE | |||||||
| 180 HANSEN COURT | WOOD DALE | IL | 60191 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $5,822,500 | |
| 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 | $5,000,000 | |
| 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 AVENUE | REDWOOD CITY | CA | 94062 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $5,500,000 | |
| HANDS & VOICES | |||||||
| PO BOX 3093 | BOULDER | CO | 80307 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $50,000 | |
| HEAR ME NOW | |||||||
| PO BOX 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 | $7,000,000 | |
| HOPE SCHOOL | |||||||
| 1821 E SPRAGUE | SPOKANE | WA | 99202 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $641,200 | |
| 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 E BELLEVIEW AVE STE 203 | GREENWOOD VILLAGE | CO | 80120 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $500,000 | |
| MAGNOLIA SPEECH SCHOOL | |||||||
| 733 FLAG CHAPEL ROAD | JACKSON | MS | 39209 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | |
| MEMPHIS ORAL SCHOOL FOR THE DEAF | |||||||
| 7901 POPLAR AVENUE | GERMANTOWN | TN | 38138 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $500,000 | |
| 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 | |
| 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 HENRY CLAY BLVD | LEXINGTON | KY | 40502 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $625,000 | |
| THE MOOG CENTER FOR DEAF EDUCATION | |||||||
| 12300 SOUTH FORTY DRIVE | ST LOUIS | MO | 63141 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $7,500,000 | |
| THE UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | |||||||
| 118 COLLEGE DRIVE PO BOX 5210 | HATTIESBURG | MS | 39406 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $6,643 | |
| TUCKER MAXON SCHOOL | |||||||
| 2860 SE HOLGATE BOULEVARD | 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 | |
| UTAH STATE UNIVERSITY | |||||||
| 2615 OLD MAIN HILL | LOGAN | UT | 84322 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $500,000 | |
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||
| VANDERBILT UNIVERSITY/FINANCIAL | DALLAS | TX | 753121236 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $250,000 | MANAGEMENT DEPT 1236 PO BOX 121236 |
| WOOLLEY INSTITUTE FOR SPOKEN-LANGUAGE EDUCATION | |||||||
| 2305 MONTEVALLO ROAD | BIRMINGHAM | AL | 35223 | PC | LSL SUPPORT - CHILDREN AND FAMILIES | $233,750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $65,929,093 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,041 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,944,816 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,377,691 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| OTHER INCOME (CLASS ACTIONS SETTLEMENTS) | 01 | $5,167 | |
| PREVIOUS GRANTS RETURNED TO FOUNDATION | $202,518 | ||
| CREDIT CARD POINT REDEMPTION | 01 | $1,401 | |
| OTHER INCOME (RETURN OF CAPITAL-ALT INVESTMENTS) | 01 | $1,094,423 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,445,539 | ExclusionAmt |
| Related Or Exempt Function Incm | $202,518 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,648,057 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | GRANTS PREVIOUSLY ISSUED BUT RETURNED TO THE FOUNDATION | RelationshipStatementTxt |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILDRED L OBERKOTTER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET STE 3600 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,656,749 | 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 | $2,656,749 | FairMarketValueAmt |
| Received | 2021-03-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT THORNTON, LLP | $23,330 | $1,995 | $21,335 |
| STEPHEN BARRY CPA, LLC | $8,800 | $4,400 | $4,400 |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DURING FISCAL YEAR 2021, THE OBERKOTTER FOUNDATION LAUNCHED ITS DIRECT CHARITABLE ACTIVITY, HEARING FIRST'S "STARTS HEAR" PUBLIC AWARENESS CAMPAIGN. THE PURPOSE OF THE CAMPAIGN IS TO BRING AWARENESS TO THE PUBLIC ABOUT THE IMPORTANCE OF HEARING TO BRAIN DEVELOPMENT AND KNOWING THE STATUS OF A NEWBORN'S HEARING SCREENING. | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| ELECTION UNDER REG 53.4942(A)-3(C)(2)(VI) | FORM 990-PF, PART XIII, 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: $4,238,170TAX YEAR: 2019 AMOUNT: $2,418,579SIGNED: BRUCE ROSENFIELD, EXECUTIVE DIRECTORDATE: JULY 5, 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. |
| FORM 990-PF, PART IX-A: - SUMMARY OF DIRECT CHARITABLE ACTIVITIES | OBERKOTTER FOUNDATION'S CHARITABLE ACTIVITIESTHE 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). 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 OUR36-YEAR HISTORY, WE HAVE AWARDED OVER $400 MILLION TO ORGANIZATIONS SERVING FAMILIES.IN THE LAST YEAR, WE AWARDED $8.5 MILLION TO 38 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 GRANTMAKINGINITIATIVE 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 WILL BE 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 USING LSL. THE HEARING FIRST FAMILY SUPPORT COMMUNITY HAS OVER 1,500 MEMBERS AND THE PRIVATE FACEBOOK PAGE HAS ALMOST 400 MEMBERS. THE LSL LIFE VIDEO SERIES, PROFILING 12 FAMILIES, HAS BEEN VIEWED OVER 14,500 TIMES; AND THE TWO-SEASON PODCAST, POWERING POTENTIAL, WHICH SHARES THE EXPERIENCES OF FAMILIES AND ALSO YOUNG LSL ADULTS, HAS BEEN ACCESSED OVER 11,300 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 LEARNING EXPERIENCES BASED ON LEARNER NEEDS TO BOTH FAMILIES AND PROFESSIONALS. IN 2021, WE LAUNCHED THE LSL LIVING FAMILY LEARNING SERIES TO PROVIDE RELEVANT INFORMATION FOR FAMILIES WITH A NEW DIAGNOSIS OR BEGINNINGTHEIR LSL JOURNEY. COLLECTIVELY, THE FIVE, ONE-HOUR WEBINARS HAD OVER 1,500 REGISTRATIONS, OR AN AVERAGE OF ALMOST 400 PER WEBINAR.DURING THE YEAR, WE ALSO CONTINUED TO OFFER THE LSL FUNDAMENTALS LEARNING SERIES. A SERIES WITH 12 SEPARATE, 4-WEEK BASED COURSES THAT TAKES APPROXIMATELY 18 MONTHS TO COMPLETE, LSL FUNDAMENTALS HAS BEEN OFFERED TWICE AND A THIRD OFFERING IS PLANNED FOR 2022. A NUMBER OF OUR MORE POPULAR LEARNING EXPERIENCES WERE RE-OFFERED IN 2021, BRINGING OUR TOTAL FOR THE YEAR TO 22. PROVIDED ENTIRELY FOR FREE AND OFTEN WITH AN OPPORTUNITY TO EARN CONTINUING EDUCATION UNITS FROM PROFESSIONAL ORGANIZATIONS SUCH AS THE AMERICAN ACADEMY OF AUDIOLOGY AND THE AG BELL ACADEMY FOR LISTENING AND SPOKEN LANGUAGE, OUR LEARNING EXPERIENCES HAVE HAD A TOTAL OF OVER 15,400 REGISTRANTS SINCE WE FIRST LAUNCHED THEM. IN 2022, A SERIES OF NEW LEARNING EXPERIENCES IS PLANNED RELATED TO THE DELIVERY OF PEDIATRIC AUDIOLOGY FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING. IN ADDITION, CONTINUING EDUCATION UNITS FROM THE AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION (ASHA) WILL BE AVAILABLE TO LEARNERS IN HEARING FIRST LEARNING EXPERIENCES BEGINNING IN 2022.PROFESSIONAL LEARNING COMMUNITY: SINCE ITS LAUNCH IN OCTOBER 2016, THE PROFESSIONAL LEARNING COMMUNITY HAS INCREASED TO ALMOST 7,000 PROFESSIONAL MEMBERS WHO WORK WITH CHILDREN WHO ARE DEAF OR HARD OF HEARING AND THEIR FAMILIES. THE COMMUNITY OFFERS A PROFESSIONAL HOME FOR LSL 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, CHILDCARE AND HEALTHCARE. STARTS HEAR AWARENESS CAMPAIGN: IN FEBRUARY 2021, HEARING FIRST LAUNCHED THE STARTS HEAR CAMPAIGN (WWW.STARTSHEAR.ORG) TO RAISE AWARENESS AMONG PREGNANT WOMEN AND FAMILIES OF NEWBORNS ABOUT THE IMPORTANCE OF HEARING FOR BRAIN DEVELOPMENT AND HOW TO FOLLOW UP IN THE EVENT A BABY FAILS THE NEWBORN HEARING SCREENING (NHS). WITH A GOAL OF RAISING AWARENESS AND ALSO PUTTING INFORMATION INTO THE HANDS OF NEW PARENTS SO THAT THEY DON'T HAVE TO SEARCH FOR IT, THE CAMPAIGN IS CONDUCTED ENTIRELY ONLINE AND THROUGH SOCIAL MEDIA AND PAID DIGITALADVERTISING CHANNELS TO REACH OUR AUDIENCE WITH OUR MESSAGE.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. AND TO DATE, THROUGH OUR CHANNELS AND PARTNERSHIPS, OUR MESSAGES HAVE GARNERED ALMOST 200MILLION IMPRESSIONS WITH OUR AUDIENCE. OUR 15 SECOND VIDEOS HAVE BEEN VIEWED ALL THE WAY THROUGH MORE THAN 13 MILLION TIMES AND THEY HAVE A COLLECTIVE VIEW TIME OF OVER 22,000 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 2022 AND LIKELY BEYOND TO ENSURE PARENTS OF NEWBORNS ARE EQUIPPED WITH KNOWLEDGE AND INFORMATION ABOUT THE NHS, ABOUT THE IMPORTANCE OF HEARING TO BRAIN DEVELOPMENT AND ABOUT WHAT TO DO IF THEIR BABY DOES NOT PASS THE NHS.WHAT'S NEXT: LOOKING AHEAD, THE TRUSTEES OF OBERKOTTER ARE PARTICULARLY INTERESTED IN SUPPORTING AUDACIOUS AND INNOVATIVE PROJECTS TO IMPROVE FAMILIES' ACCESS TO COORDINATED AUDIOLOGY AND LSL INTERVENTION SERVICES FOR THEIR CHILDREN. IN ALL OF OUR ACTIVITIES AND COLLABORATIONS WITH GRANTEES AND PARTNERS, WE ARE SEEKING TO SOLVE PROBLEMS THAT WILL BETTER MEET THE NEEDS OF FAMILIES AND ENSURE THAT ALL CHILDREN BENE | |
| FORM 990-PF, PART XV, LINE 2: | THE OBERKOTTER FOUNDATION DOES NOT ACCEPT UNSOLICITED PROPOSALS. INTERESTED APPLICANTS SHOULD VISIT THE WEBSITE WWW.OBERKOTTERFOUNDATION.ORG FOR INFORMATION ON THE FOUNDATION'SMISSION AND APPLICABLE FUNDING CRITERIA AND GRANT REQUIREMENTS. | |
| AMENDED RETURN | THIS RETURN HAS BEEN AMENDED AS FOLLOWS:BOX G - THE AMENDED RETURN BOX HAS BEEN CHECKED.PART II - THE BOX "FOUNDATIONS THAT FOLLOW FASB ASC 958, CHECK HERE AND COMPLETE LINES 24, 25, 29, AND 30" HAS BEEN CHECKED. IT WAS PREVIOUSLY UNCHECKED.PART II, LINE 24, COLUMN (A) - THE AMOUNT INCREASED BY $119,151,282 FROM $0 TO $119,151,282.PART II, LINE 24, COLUMN (B) - THE AMOUNT INCREASED BY $130,762,031 FROM $0 TO $130,762,031.PART II - THE BOX "FOUNDATIONS THAT DO NOT FOLLOW FASB ASC 958, CHECK HERE AND COMPLETE LINES 26 THROUGH 30" HAS BEEN UNCHECKED. IT WAS PREVIOUSLY CHECKED.PART II, LINE 26, COLUMN (A) - THE AMOUNT DECREASED BY $119,151,282 FROM $119,151,282 TO $0.PART II, LINE 26, COLUMN (B) - THE AMOUNT DECREASED BY $130,762,031 FROM $130,762,031 TO $0.PART VII-A, LINE 14 - THE BOOKS IN CARE OF NAME WAS UPDATED FROM BRUCE ROSENFIELD TO BRUCE A. ROSENFIELD.PART VIII, LINE 1 - THE NAME OF THE TRUSTEE & EXECUTIVE DIRECTOR BRUCE ROSENFIELD WAS UPDATED TO BRUCE A. ROSENFIELD.PART VIII, LINE 3 THE SPELLING OF "SQAURE" IN THE ADDRESS FOR BROWN BROTHERS HARRIMAN & CO WAS CORRECTED TO "SQUARE."PART XVI-B - THE LINE NO. REFERENCED WAS UPDATED FROM 11B TO 11A.PAID PREPARER - THE PAID PREPARER WAS UPDATED FROM RUSSLEE ARMSTRONG, PTIN P00288383, GRANT THORNTON LLP, 2001 MARKET STREET, SUITE 700, PHILADELPHIA, PA 19103, FIRM'S EIN 36-6055558, PHONE NO. (215) 561-4200 TO CONNIE M. LIRA, PTIN P00481097, CLIFTONLARSONALLEN LLP, 150 S WARNER ROAD, SUITE 310, KING OF PRUSSIA, PA 19406, FIRMS EIN 41-0746749, PHONE NO. (215) 643-3900.FORM 5471, FORM 8992, FORM 2848, AND A REASONABLE CAUSE STATEMENT EXPLAINING THE DETAILS OF THE NECESSITY TO AMEND THE FORM 990-PF HAVE BEEN ATTACHED TO THIS AMENDED RETURN, NONE OF THESE ITEMS WERE INCLUDED WITH THE ORIGINAL FILING. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (87 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $680,274 | $700,790 |
| ACCENTURE PLC ADR | $247,958 | $2,330,248 |
| AIR PRODS & CHEMS INC COM | $265,330 | $572,006 |
| ALCON INC COM STK | $560,376 | $973,493 |
| ALPHABET INC CL C | $221,593 | $2,188,063 |
| AMAZON.COM INC | $1,373,721 | $1,525,575 |
| AO SMITH CORP COM STK | $401,293 | $714,296 |
| APPLE INC COM | $464,323 | $4,297,800 |
| ARTHUR J GALLAGHER & CO | $707,451 | $1,274,530 |
| BAXTER INTL INC | $522,123 | $522,363 |
| BAXTER INTL INC COM | $947,599 | $1,060,385 |
| BBH LIMITED DURATION FUND CL I | $306,876 | $308,073 |
| BBH PARTNER FUND - INTERNATIONAL EQUITY | $1,160,714 | $1,975,976 |
| BECTON DICKINSON & CO COM | $184,629 | $628,421 |
| BERKSHIRE HATHAWAY INC-CL B | $311,196 | $1,482,782 |
| BLACKROCK INC | $330,609 | $1,990,142 |
| BOOKING HOLDINGS INC COM STK | $566,290 | $611,638 |
| BROWN-FORMAN CORP CLASS B COMMON STOCK | $393,305 | $603,759 |
| CEDAR ROCK PARTNERS SERIES - BBH WS | $2,409,777 | $3,089,992 |
| CELANESE CORP COM STK | $185,039 | $735,912 |
| COCA COLA CO COM | $199,650 | $519,255 |
| COLGATE PALMOLIVE CO | $481,446 | $571,952 |
| COMCAST CORP NEW - CL. A | $655,134 | $1,249,500 |
| CONTINUUM PARTNERS | $3,000,000 | $4,721,193 |
| COPART INC COM STK | $389,617 | $1,127,167 |
| COSTCO WHOLESALE CORP | $437,855 | $1,025,361 |
| COSTCO WHSL CORP NEW COM | $488,107 | $871,099 |
| CVS HEALTH CORPORATION | $612,333 | $1,325,213 |
| DIAGEO PLC- SPONSORED ADR | $172,328 | $640,189 |
| DOLLAR GENERAL CORP | $557,971 | $1,056,708 |
| DOLLAR GENERAL CORP COM STK | $229,752 | $508,547 |
| DUPONT DE NEMOURS INC | $761,476 | $1,114,873 |
| DYNAMIC EQUITY MANAGERS: PORTFOLIO 1 OFFSHORE L.P. | $435,876 | $3,021,251 |
| ECOLAB INC | $373,870 | $442,940 |
| GOLDMAN SACHS ACTIVEBETA | $837,526 | $832,449 |
| GQG PARTNERS EMERGING MARKETS EQUITY SERIES - BBH WS | $1,815,151 | $2,662,485 |
| GRACO INC COMMON STOCK | $491,835 | $516,207 |
| GS TACTICAL TILT OVERLAY FUND CLASS P | $788,611 | $845,554 |
| HONEYWELL INTL INC COM | $662,325 | $990,976 |
| INTERCONTINENTAL EXCHANGE GROUP | $519,422 | $611,770 |
| ISHARES CORE MSCI EAFE ETF | $2,316,709 | $2,919,200 |
| ISHARES CORE MSCI EMERGING | $3,899,756 | $5,477,233 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | $1,631,170 | $1,731,305 |
| ISHARES MSCI EAFE ETF | $118,728 | $184,416 |
| ISHARES RUSSELL 2000 ETF | $689,527 | $1,562,097 |
| ISHARES S&P 500 INDEX FUND CLASS G | $3,888,120 | $6,033,663 |
| ISHARES S&P MIDCAP 400 INDEX | $322,091 | $1,449,838 |
| ISHARES S&P SMALLCAP 600 FND | $963,221 | $3,706,968 |
| JOHNSON & JOHNSON COM | $16,868 | $542,325 |
| JPMORGAN CHASE & CO COM | $318,420 | $1,429,470 |
| KLA CORPORATION | $136,138 | $571,382 |
| LINDE PLC COM STK | $626,697 | $1,219,749 |
| LOWES COS INC COM | $571,270 | $1,663,212 |
| MASTERCARD INC CLASS A | $353,867 | $1,588,771 |
| MASTERCARD INCORPORATED | $1,304,230 | $1,398,560 |
| MEDTRONIC PLC ADR | $299,814 | $456,143 |
| MICROSOFT CORP COM | $1,554,653 | $2,843,074 |
| NESTLE S A SPONS ADR | $83,587 | $443,839 |
| NIKE INC CL B | $353,521 | $795,936 |
| ORACLE CORP | $326,850 | $804,864 |
| ORACLE CORP COM | $446,373 | $1,070,732 |
| PEPSICO INC COM | $281,322 | $1,020,195 |
| PROGRESSIVE CORP OHIO | $534,368 | $676,324 |
| RAYTHEON TECHNOLOGIES CORP | $1,064,600 | $1,196,969 |
| S&P GLOBAL INC | $398,792 | $729,168 |
| S&P GLOBAL INC COM STK | $530,726 | $701,369 |
| SELECT EQUITY SERIES - - BBH WS | $3,914,219 | $6,652,552 |
| SETANTA: NON US EQUITY OFFSHORE L.P. | $838,668 | $782,223 |
| SHERWIN WILLIAMS CO | $495,939 | $690,967 |
| STARBUCKS CORP | $1,018,004 | $1,443,849 |
| STATE STREET HEDGED INTERNATIONAL DEVELOPED EQUITY I.F. CLASS K | $1,127,725 | $1,505,720 |
| T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD M.F. CLASS I | $1,269,071 | $1,308,604 |
| TEXAS INSTRS INC COM | $437,823 | $447,260 |
| THE 1818 PARTNERS FUND | $5,000,000 | $16,717,136 |
| THERMO FISHER SCIENTIFIC INC | $1,035,966 | $1,389,062 |
| TJX COS INC NEW COM | $275,818 | $801,917 |
| UNITED PARCEL SERVICE INC CL B | $54,946 | $13,190,018 |
| UNITEDHEALTH GROUP INC COM | $267,817 | $2,081,171 |
| VANGUARD FTSE ALL-WORLD EX-US SMCAP | $749,032 | $1,053,840 |
| VANGUARD FTSE EUROPE ETF | $686,807 | $652,123 |
| VANGUARD FTSE PACIFIC ETF | $569,092 | $771,800 |
| VANGUARD GLOBAL EX-US REAL ESTATE ETF ETF | $374,390 | $420,493 |
| VANGUARD REIT INDEX FUND CMN | $246,021 | $432,297 |
| VANGUARD SHORT TERM CMN SERIES CORP BOND ETF | $1,668,392 | $1,723,967 |
| WASTE MANAGEMENT INC | $113,176 | $679,313 |
| VINTAGE V OFFSHORE LP/WELLINGTON: NON-US EQUITY | $69 | $1,347,755 |
| ZOETIS INC COM STK | $178,460 | $1,363,767 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OBERKOTTER FDN | $31,895 | $0 | $31,895 |
| HEARING FIRST LLC | $31,417 | $0 | $31,417 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT-RENTAL SPACE & VENUE | Desc |
| BOY Book Value | $12,500 | BOYBookValueAmt |
| EOY Book Value | $13,076 | EOYBookValueAmt |
| EOYFMV | $13,076 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED STOCK ADJUSTMENT-FMV TO COST | Desc |
| Amt | $741,084 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HEARING FIRST PLATFORM - SOFTWARE | $115,231 | $0 | $115,231 |
| PAID MEDIA | $2,456,918 | $0 | $2,456,918 |
| INSURANCE | $58,738 | $0 | $58,738 |
| STAFF COMPUTER & SOFTWARE | $82,361 | $0 | $82,361 |
| OFFICE SUPPLIES | $12,769 | $0 | $12,769 |
| POSTAGE AND DELIVERY | $2,603 | $0 | $2,603 |
| PRINTING AND COPYING | $1,736 | $0 | $1,736 |
| EQUIPMENT RENTAL | $1,742 | $0 | $1,742 |
| BOOKS AND SUBSCRIPTIONS | $6,304 | $0 | $6,304 |
| BANK FEES | $1,115 | $0 | $1,115 |
| LICENSES AND FEES | $560 | $0 | $560 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME/(EXPENSE) FROM PARTNERSHIPS | $0 | -$237,518 | $0 |
| OTHER INCOME (CLASS ACTIONS SETTLEMENTS) | $5,167 | $5,167 | $5,167 |
| PREVIOUS GRANTS RETURNED TO FOUNDATION | $202,518 | $202,518 | |
| CREDIT CARD POINT REDEMPTION | $1,401 | $1,401 | |
| OTHER INCOME (RETURN OF CAPITAL-ALT INVESTMENTS) | $1,094,423 | $1,094,423 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 401K PLAN CONTRIBUTIONS | Desc |
| BOY Book Value | $8,217 | BOYBookValueAmt |
| EOY Book Value | $11,062 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HF DIGI ECOSYSTEM CONSULTING | $519,165 | $0 | $519,165 |
| AWARENESS INITIATIVE CONSULTING | $1,749,850 | $0 | $1,749,850 |
| GRANTEE ENGAGEMENT CONSULTING | $19,788 | $0 | $19,788 |
| INVESTMENT MANAGEMENT FEES | $498,116 | $498,116 | $0 |
| ALT INVESTMENT MGMT FEES | $0 | $37,974 | $0 |
| IT CONSULTING SERVICES | $24,474 | $0 | $24,474 |
| TRUSTEE COACHING CONSULTING SERVICES | $18,198 | $0 | $18,198 |
| PAYROLL SERVICES FEES | $6,357 | $0 | $6,357 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $315,000 | $0 | $0 |
| DE FRANCHISE TAX | $300 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $30,619 | $0 |
Comments