OBERKOTTER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- OBERKOTTER FOUNDATION (EIN 23-2686151)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-03-01
- IRS object ID
- 201720609349100112
- Schema version
- 2015v3.0
- 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
- Compensation Explanation
- Depreciation Schedule
- Employee Compensation Expln
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-01T22:30:40-06:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | 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) |
|---|---|---|
| In Care Of | % BRUCE A ROSENFIELD EXEC DI | InCareOfNm |
| Business Name Control | OBER | BusinessNameControlTxt |
| Phone | 2157512601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET Suite Ste 3600 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037286 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE A ROSENFIELD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Signature | 2017-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Russlee Armstrong | PreparerPersonNm |
| PTIN | P00288383 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $153,028,749 | 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 | $1,000,300 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,217,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,330,524 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,684,965 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $7,718,138 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,431 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$21,463 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,912,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,027,199 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $895,542 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,054 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $831,488 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $653,925 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $653,925 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $50,276 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,250 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $47,026 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $49,505 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,348 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $44,157 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $139,488 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,188 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $113,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,496,978 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $342,458 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,171,864 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $195,244 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,183 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,543 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $88,098 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $88,098 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $163,767 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $163,767 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $299,574 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $299,574 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,033,940 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $449,481 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,413,199 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,256,305 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,256,305 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,290,245 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $449,481 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,669,504 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,377,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,577,718 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,021,466 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,929,765 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,929,765 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $83,997,710 | CorporateStockBOYAmt |
| Corporate Stock EOY | $75,713,547 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $133,088,910 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,189 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,543 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,189 | LandBOYAmt |
| Land EOY | $5,646 | LandEOYAmt |
| Land EOYFMV | $5,646 | LandEOYFMVAmt |
| Other Assets BOY | $4,428 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,428 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,428 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $98,030,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,653,386 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $153,028,749 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $98,030,793 | CapitalStockBOYAmt |
| Capital Stock EOY | $95,653,386 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $98,030,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $95,653,386 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $98,030,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $95,653,386 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $98,030,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,377,407 | ExcessRevenueOverExpensesAmt |
| Subtotal | $95,653,386 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $95,653,386 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt |
|---|---|
| BROWN BROTHERS HARRIMAN & CO. | $2,472,070 |
| HAVERFORD TRUST COMPANY | $4,646,797 |
| GOLDMAN SACHS | -$433,902 |
| GS TACS ENHANCED DIV (LARGE) | $1,124 |
| 1818 PARTNERS LP | $764,557 |
| SPRUCEGROVE NON-US EQUITY | $51,560 |
| DYNAMIC EQ MGRS | $208,618 |
| GS RE MEZZ PARTNERS | -$2,063 |
| VONTOBEL NON-US EQUITY OFFSHORE | $9,377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,718,138 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,268,772 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $159,319,399 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083284 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,329,070 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $162,975,508 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07565 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,174,089 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $149,092,651 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.128605 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,136,102 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $133,191,867 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.098625 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,013,605 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $131,522,223 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.144566 | DistributionYr5Rt |
| Total Distribution | 0.53073 | TotalDistributionRt |
| Average Distribution | 0.106146 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $147,644,122 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,671,833 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $105,777 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,777,610 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,669,504 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $211,554 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $211,554 | SubtotalAmt |
| Tax Based On Investment Income | $211,554 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $214,830 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $214,830 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,276 | OverpaymentAmt |
| Applied To ES Tax | $3,276 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.oberkotterfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE A ROSENFIELD EXEC DIR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157512601 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET ST STE 3600 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | PHILADELPHIA | PA | 191037286 | TRUSTEE | 10.0 | $0 | $0 | $0 |
| Bruce Rosenfield | ||||||||
| 1600 MARKET STREET | PHILADELPHIA | PA | 191037286 | TRUSTEE & EXECUTIVE DIRECTOR | 25.0 | $350,000 | $0 | $0 |
| David Pierson | ||||||||
| 1600 MARKET STREET | PHILADELPHIA | PA | 191037286 | TRUSTEE | 10.0 | $50,000 | $0 | $0 |
| Amy Newnam | ||||||||
| 1600 MARKET STREET | PHILADELPHIA | PA | 191037286 | Assoc. Exec. Director | 40.0 | $240,542 | $13,915 | $18,585 |
| Teresa Caraway | ||||||||
| 1600 MARKET STREET | PHILADELPHIA | PA | 191037286 | CEO, HEARING FIRST | 40.0 | $255,000 | $0 | $0 |
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 |
|---|---|---|---|---|---|---|---|---|
| WENDY DEMOSS | ||||||||
| 1600 MARKET ST | PHILADELPHIA | PA | 19103 | DIR, LEARNING PROG | 40.0 | $158,333 | $0 | $0 |
| KATHRYN WILSON | ||||||||
| 1600 MARKET ST | PHILADELPHIA | PA | 19103 | COACH & MENTOR DIR | 40.0 | $105,117 | $0 | $0 |
| JENNIFER REISWIG | ||||||||
| 1600 MARKET ST | PHILADELPHIA | PA | 19103 | PLANNING SPECIALIST | 40.0 | $93,500 | $0 | $0 |
| KATHLEEN BUSSEY | ||||||||
| 1600 MARKET ST | PHILADELPHIA | PA | 19103 | COMMUNITY LEADER | 40.0 | $64,506 | $0 | $0 |
| ROSANNE DIMARTINO | ||||||||
| 1600 MARKET ST | PHILADELPHIA | PA | 19103 | EXEC. ASSISTANT | 40.0 | $61,848 | $4,855 | $5,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Authentic | |||||
| 101 W 7th St | RICHMOND | VA | 23224 | Digital Strategy | $1,489,267 |
| Koch Communications | |||||
| 1 E Sheridan Ave 500 | OKLAHOMA CITY | OK | 73104 | Commun. Consultant | $273,791 |
| Brown Brothers Harriman & Co | |||||
| One Logan Square 14th Floor | PHILADELPHIA | PA | 19103 | Investment Advisor | $145,740 |
| Haverford Trust Company | |||||
| 3 Radnor Corporate Center Ste 450 | RADNOR | PA | 19087 | Investment Advisor | $119,225 |
| Stephen Barry CPA LLC | |||||
| PO Box 961 | VOORHEES | NJ | 08043 | Accounting Services | $114,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT FOR LISTENING AND SPOKEN LANGUAGE SERVICES TO CHILDREN AND FAMILIES (SEE ATTACHMENT 16) | Description1Txt |
| Expenses1 | $8,256,305 | Expenses1Amt |
| Description2 | SUPPORT FOR HEARING FIRST, A VIRTUAL CONNECTION POINT FOR FAMILIES AND PROFESSIONALS TO IMPROVE OUTCOMES FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING THROUGH LSL(ATT 16) | Description2Txt |
| Expenses2 | $3,368,581 | Expenses2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $134,336,413 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,556,097 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $149,892,510 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $149,892,510 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,248,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $147,644,122 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,382,206 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,382,206 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $211,554 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $211,554 | TotalTaxAmt |
| Distributable Before Adj | $7,170,652 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,170,652 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,170,652 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,669,504 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $12,669,504 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,669,504 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,170,652 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,731,910 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,629,864 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,548,981 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,449,495 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,490,296 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $41,850,546 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,669,504 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $7,170,652 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,498,852 | RemainingDistriFromCorpusAmt |
| Total Corpus | $47,349,398 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $1,000,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $11,731,910 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,617,488 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,629,864 | ExcessFromYear4Amt |
| Excess From Year3 | $12,548,981 | ExcessFromYear3Amt |
| Excess From Year2 | $4,449,495 | ExcessFromYear2Amt |
| Excess From Year1 | $5,490,296 | ExcessFromYear1Amt |
| Excess From Current Year | $5,498,852 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MILDRED L OBERKOTTER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AG Bell Assoc for the Deaf and Hard of Hearing | ||||||||
| 3417 Volta Place NW | Washington | DC | 200072778 | N/A | PC | LSL Support -- Children and Families | $1,480,000 | |
| Atlanta Speech School | ||||||||
| 3160 Northside Parkway NW | Atlanta | GA | 30327 | N/A | PC | LSL Support -- Children and Families | $205,000 | |
| Auditory Oral Foundation | ||||||||
| 3321 Avenue M | Brooklyn | NY | 11210 | N/A | PC | LSL Support -- Children and Families | $500,000 | |
| Auditory Oral School of New York | ||||||||
| 3321 Avenue M | Brooklyn | NY | 11210 | N/A | PC | LSL Support -- Children and Families | $250,000 | |
| BEGINNINGS | ||||||||
| 156 Wind Chime Court | Raleigh | NC | 27615 | N/A | PC | LSL Support -- Children and Families | $33,200 | Suite A |
| Bergen County Special Services District | ||||||||
| 41 East Center Street | Midland Park | NJ | 07432 | N/A | PC | LSL Support -- Children and Families | $200,116 | |
| CCHAT Center - Sacramento | ||||||||
| 11100 Coloma Road | Rancho Cordova | CA | 95670 | N/A | PC | LSL Support -- Children and Families | $375,000 | |
| Center for Communication Hearing & Deafness | ||||||||
| 10243 W National Ave | West Allis | WI | 53227 | N/A | PC | LSL Support -- Children and Families | $36,000 | |
| Chicago Hearing Society-a division of Anixter Ctr | ||||||||
| 2001 N Clybourn Ave | Chicago | IL | 60614 | N/A | PC | LSL Support -- Children and Families | $40,000 | |
| Child's Voice | ||||||||
| 180 Hansen Court | Wood Dale | IL | 60191 | N/A | PC | LSL Support -- Children and Families | $319,795 | |
| Clarke Schools for Hearing and Speech | ||||||||
| 45 Round Hill Road | Northampton | MA | 01060 | N/A | PC | LSL Support -- Children and Families | $635,954 | |
| Desert Voices | ||||||||
| 3426 E Shea Blvd | Phoenix | AZ | 85028 | N/A | PC | LSL Support -- Children and Families | $6,000 | |
| FDN for Hearing Research-Weingarten Children's CTR | ||||||||
| 3518 Jefferson Avenue | Redwood City | CA | 94062 | N/A | PC | LSL Support -- Children and Families | $656,000 | |
| Hands & Voices | ||||||||
| PO Box 3093 | Boulder | CO | 80307 | N/A | PC | LSL Support -- Children and Families | $95,000 | |
| Hear ME Now | ||||||||
| PO Box 896 | Portland | ME | 04104 | N/A | PC | LSL Support -- Children and Families | $105,000 | |
| Hearts for Hearing | ||||||||
| 11500 N Portland | Oklahoma City | OK | 73120 | N/A | PC | LSL Support -- Children and Families | $499,060 | |
| HOPE School | ||||||||
| 310 N Riverpoint Blvd | Spokane | WA | 99202 | N/A | PC | LSL Support -- Children and Families | $75,070 | Box V |
| Idaho State University | ||||||||
| 921 S 8th Ave | Pocatello | ID | 832098046 | N/A | PC | LSL Support -- Children and Families | $73,771 | STOP 8046 |
| Listen and Talk | ||||||||
| 8610 8th Avenue NE | Seattle | WA | 98115 | N/A | PC | LSL Support -- Children and Families | $515,000 | |
| Listen Foundation Inc | ||||||||
| 6950 E Belleview Ave | Greenwood Village | CO | 80120 | N/A | PC | LSL Support -- Children and Families | $35,000 | Ste 203 |
| Mayo Clinic Rochester | ||||||||
| 200 First Street Southwest | Rochester | MN | 55905 | N/A | PC | Research | $250,000 | |
| Memphis Oral School for the Deaf | ||||||||
| 7901 Poplar Avenue | Germantown | TN | 38138 | N/A | PC | LSL Support -- Children and Families | $50,000 | |
| Northern Voices | ||||||||
| 1660 W County Rd B | Roseville | MN | 55113 | N/A | PC | LSL Support -- Children and Families | $87,500 | |
| Ohio Valley Voices | ||||||||
| 6642 Branch Hill-Guinea Pike | Loveland | OH | 45140 | N/A | PC | LSL Support -- Children and Families | $197,500 | |
| OPTION Schools Inc | ||||||||
| 11225 Davenport Street | Omaha | NE | 68154 | N/A | PC | LSL Support -- Research | $2,500 | Suite 108 |
| Placer County Office of Education Infant Program | ||||||||
| 360 Nevada Street | Auburn | CA | 95603 | N/A | PC | LSL Support -- Children and Families | $103,500 | |
| Presbyterian Ear Institute Oral School | ||||||||
| 415 Cedar St SE | Albuquerque | NM | 87106 | N/A | PC | LSL Support -- Children and Families | $60,000 | |
| St Joseph Institute for the Deaf | ||||||||
| 9192 Waldemar Road | Indianapolis | IN | 46268 | N/A | PC | LSL Support -- Children and Families | $51,808 | |
| The Children's Cochlear Implant Center at UNC | ||||||||
| 5501 Fortunes Ridge Drive | Durham | NC | 27713 | N/A | PC | LSL Support -- Children and Families | $107,480 | Suite A |
| The Moog Center for Deaf Education | ||||||||
| 12300 South Forty Drive | StLouis | MO | 63141 | N/A | PC | LSL Support -- Children and Families | $380,698 | |
| Tucker Maxon School | ||||||||
| 2860 SE Holgate Boulevard | Portland | OR | 97202 | N/A | PC | LSL Support -- Children and Families | $120,000 | |
| University of Southern California | ||||||||
| 3500 S Figueroa St | Los Angeles | CA | 900898001 | N/A | PC | LSL Support -- Children and Families | $243,772 | Suite 102 |
| University of Texas Health Science Ctr-San Antonio | ||||||||
| 8300 Floyd Curl Drive | San Antonio | TX | 78229 | N/A | PC | LSL Support -- Professional Learning | $56,250 | Mail Code 7777 |
| University of Vermont Medical Center Inc | ||||||||
| 128 Lakeside Ave | Burlington | VT | 05401 | N/A | PC | LSL Support -- Children and Families | $41,721 | Suite 106 |
| Utah State University | ||||||||
| 2615 Old Main Hill | Logan | UT | 84322 | N/A | PC | LSL Support -- Children and Families | $192,062 | |
| Vanderbilt University Medical Center | ||||||||
| PO Box 121236 | Dallas | TX | 753121236 | N/A | PC | LSL Support -- Children and Families | $36,598 | |
| WA State Center for Childhood Deafness & Hearing | ||||||||
| 611 Grand Blvd | Vancouver | WA | 98661 | N/A | PC | LSL Support -- Children and Families | $135,250 | |
| Washtenaw Intermediate School District DHH | ||||||||
| 1819 South Wagner Road | Ann Arbor | MI | 48106 | N/A | PC | LSL Support -- Children and Families | $4,700 | PO Box 1406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,256,305 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AG Bell Assoc for the Deaf and Hard of Hearing | ||||||||
| 3417 Volta Place NW | Washington | DC | 200072778 | N/A | PC | LSL Support -- Children and Families | $3,290,000 | |
| Atlanta Speech School | ||||||||
| 3160 Northside Parkway NW | Atlanta | GA | 30327 | N/A | PC | LSL Support -- Children and Families | $190,000 | |
| Auditory-Verbal Center Inc | ||||||||
| 1901 Century Blvd | Atlanta | GA | 30345 | N/A | PC | LSL Support -- Children and Families | $150,000 | Suite 20 |
| Auditory Oral School of New York | ||||||||
| 3321 Avenue M | Brooklyn | NY | 11210 | N/A | PC | LSL Support -- Children and Families | $1,250,000 | |
| Bergen County Special Services District | ||||||||
| 41 East Center Street | Midland Park | NJ | 07432 | N/A | PC | LSL Support -- Children and Families | $48,750 | |
| CCHAT Center - Sacramento | ||||||||
| 11100 Coloma Road | Rancho Cordova | CA | 95670 | N/A | PC | LSL Support -- Children and Families | $595,500 | |
| Center for Communication Hearing & Deafness | ||||||||
| 10243 W National Ave | West Allis | WI | 53227 | N/A | PC | LSL Support -- Children and Families | $114,000 | |
| Chicago Hearing Society-a division of Anixter Ctr | ||||||||
| 2001 N Clybourn Ave | Chicago | IL | 60614 | N/A | PC | LSL Support -- Children and Families | $40,000 | |
| Child's Voice | ||||||||
| 180 Hansen Court | Wood Dale | IL | 60191 | N/A | PC | LSL Support -- Children and Families | $408,162 | |
| Clarke Schools for Hearing and Speech | ||||||||
| 45 Round Hill Road | Northampton | MA | 01060 | N/A | PC | LSL Support -- Children and Families | $1,042,049 | |
| Depaul School for Hearing and Speech | ||||||||
| 6202 Alder Street | Pittsburgh | PA | 152064389 | N/A | PC | LSL Support -- Children and Families | $50,000 | |
| Fdn for Hearing Research-Weingarten Children's Ctr | ||||||||
| 3518 Jefferson Avenue | Redwood City | CA | 94062 | N/A | PC | LSL Support -- Children and Families | $550,000 | |
| Hands & Voices | ||||||||
| PO Box 3093 | Boulder | CO | 80307 | N/A | PC | LSL Support -- Children and Families | $25,000 | |
| Hear ME Now | ||||||||
| PO Box 896 | Portland | ME | 04104 | N/A | PC | LSL Support -- Children and Families | $113,000 | |
| Hearts for Hearing | ||||||||
| 11500 N Portland | Oklahoma City | OK | 73120 | N/A | PC | LSL Support -- Children and Families | $1,325,000 | |
| HOPE School | ||||||||
| 310 N Riverpoint Blvd | Spokane | WA | 99202 | N/A | PC | LSL Support -- Children and Families | $53,987 | Box V |
| Idaho State University | ||||||||
| 921 S 8th Ave | Pocatello | ID | 832098046 | N/A | PC | LSL Support -- Children and Families | $125,800 | STOP 8046 |
| Listen and Talk | ||||||||
| 8610 8th Avenue NE | Seattle | WA | 98115 | N/A | PC | LSL Support -- Children and Families | $915,000 | |
| Listen Foundation Inc | ||||||||
| 6950 E Belleview Ave | Greenwood Village | CO | 80120 | N/A | PC | LSL Support -- Children and Families | $90,000 | Ste 203 |
| Mayo Clinic Rochester | ||||||||
| 200 First Street Southwest | Rochester | MN | 55905 | N/A | PC | Research | $500,000 | |
| Memphis Oral School for the Deaf | ||||||||
| 7901 Poplar Avenue | Germantown | TN | 38138 | N/A | PC | LSL Support -- Children and Families | $75,000 | |
| Northern Voices | ||||||||
| 1660 W County Rd B | Roseville | MN | 55113 | N/A | PC | LSL Support -- Children and Families | $87,500 | |
| Ohio Valley Voices | ||||||||
| 6642 Branch Hill-Guinea Pike | Loveland | OH | 45140 | N/A | PC | LSL Support -- Children and Families | $192,500 | |
| Placer County Office of Education Infant Program | ||||||||
| 360 Nevada Street | Auburn | CA | 95603 | N/A | PC | LSL Support -- Children and Families | $207,000 | |
| Presbyterian Ear Institute Oral School | ||||||||
| 415 Cedar St SE | Albuquerque | NM | 87106 | N/A | PC | LSL Support -- Children and Families | $30,000 | |
| St Joseph Institute for the Deaf | ||||||||
| 9192 Waldemar Road | Indianapolis | IN | 46268 | N/A | PC | LSL Support -- Children and Families | $235,412 | |
| The CARE Project | ||||||||
| 716 Staley Court | Raleigh | NC | 27609 | N/A | PC | LSL Support -- Children and Families | $297,500 | |
| The Children's Cochlear Implant Center at UNC | ||||||||
| 5501 Fortunes Ridge Drive | Durham | NC | 27713 | N/A | PC | LSL Support -- Children and Families | $280,000 | Suite A |
| The Moog Center for Deaf Education | ||||||||
| 12300 South Forty Drive | StLouis | MO | 63141 | N/A | PC | LSL Support -- Children and Families | $680,042 | |
| Tucker Maxon School | ||||||||
| 2860 SE Holgate Boulevard | Portland | OR | 97202 | N/A | PC | LSL Support -- Children and Families | $60,000 | |
| University of Southern California | ||||||||
| 3500 S Figueroa St | Los Angeles | CA | 900898001 | N/A | PC | LSL Support -- Children and Families | $129,277 | Suite 102 |
| University of Vermont Medical Center Inc | ||||||||
| 128 Lakeside Ave | Burlington | VT | 05401 | N/A | PC | LSL Support -- Children and Families | $41,721 | Suite 106 |
| Utah State University | ||||||||
| 2615 Old Main Hill | Logan | UT | 84322 | N/A | PC | LSL Support -- Children and Families | $279,860 | |
| Vanderbilt University Medical Center | ||||||||
| Dept 1236 | Dallas | TX | 753121236 | N/A | PC | LSL Support -- Children and Families | $54,897 | PO Box 121236 |
| Washtenaw Intermediate School District DHH | ||||||||
| 1819 South Wagner Road | Ann Arbor | MI | 48106 | N/A | PC | LSL Support -- Children and Families | $4,700 | PO Box 1406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $13,531,657 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,217,142 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,684,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $10,431 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,912,538 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,912,538 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 STE 3600 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $139,488 | Amt |
| Net Investment Income | $26,188 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $113,300 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Teresa Caraway | PersonNm |
| Short Explanation | *THE EXECUTIVE DIRECTOR (B ROSENFIELD) AND THE ASSOCIATE EXECUTIVE DIRECTOR (A NEWNAM), REFERRED TO IN PART I, LINE 13 AND PART VIII, LINE 1, AND THE ADMINISTRATIVE ASSISTANT, REFERRED TO IN PART I, LINE 16C AND PART VIII, LINE 2, ARE PARTNERS OR EMPLOYEES OF THE LAW FIRM SCHNADER HARRISON SEGAL & LEWIS, LLP ("SCHNADER"). THE OBERKOTTER FOUNDATION ("FOUNDATION") HAS CONTRACTED WITH SCHNADER TO LEASE A PERCENTAGE OF EACH INDIVIDUAL'S TIME FOR MATTERS RELATING TO THE ADMINISTRATION OF THE FOUNDATION. THE FOUNDATION PAYS ITS SHARE OF THE COMPENSATION AND RELATED EXPENSES, AS APPLICABLE, FOR EACH INDIVIDUAL AND SCHNADER ASSUMES THE APPROPRIATE PAYROLL RESPONSIBILITIES. THESE PAYMENTS TO SCHNADER ARE SEPARATE FROM THE PAYMENTS SHOWN AT PART I, LINE 16A FOR LEGAL AND OTHER ADMINISTRATIVE SUPPORT FEES. ** THE CEO OF THE FOUNDATION'S EDUCATIONAL ENDEAVOR (T CARAWAY), REFERRED TO IN PART I, LINE 13 AND PART VIII, LINE 1, IS AN EMPLOYEE OF LEARNING INNOVATION ASSOCIATES, LLC ("LIA"). THE FOUNDAT | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Employee | ROSANNE DIMARTINO | EmployeeNm |
| Explanation | *Foundation employee R DiMartino is an employee of the law firm of Schnader Harrison Segal & Lewis, LLP ("Schnader"). The Oberkotter Foundation ("Foundation") has contracted with Schnader to lease a percentage of her time for matters relating to the administration of the Foundation. The Foundation pays its share of the compensation and related expenses, as applicable, and Schnader assumes the appropriate payroll responsibilities. These payments to Schnader are separate from the payments shown at Part I, Line 16a for legal and other administrative support fees. | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Depreciation Detail | Part I, Line 19, Depreciation Expense | Office Furniture $388 Office Equipment (Telephone) $1,155 Total Depreciation Expense $1,543 |
| 2 | 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'S MISSION AND APPLICABLE FUNDING CRITERIA AND GRANT REQUIREMENTS. |
| Part XIII, Line 7 | Part XIII, Line 7 | DISTRIBUTIONS FROM CORPUS ELECTION: IN ORDER TO SATISFY THE DISTRIBUTION REQUIREMENTS UNDER INTERNAL REVENUE CODE SECTION 170(B)(1)(F), THE FOUNDATION ELECTS UNDER TREASURY REGULATION SECTION 53.4942(A)-3(C)(2)(IV) TO TREAT $1,000,000 FROM THE 2010 EXCESS DISTRIBUTIONS AS A CURRENT DISTRIBUTION OUT OF CORPUS. THE 2010 DISTRIBUTIONS WERE TREATED AS DISTRIBUTIONS OUT OF CORPUS IN THAT FISCAL YEAR UNDER TREASURY REGULATION SECTION 53.4942(A)-3(D)(1)(III). _________________________________ _______________ BRUCE ROSENFIELD DATE CO-TRUSTEE & EXECUTIVE DIRECTOR |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (86 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $467,773 | $1,468,989 |
| AIR PRODS & CHEMS INC COM | $573,325 | $621,178 |
| ALGERIAN MLP ETF | $1,365,248 | $1,392,972 |
| ALPHABET INC CL C | $773,973 | $1,591,884 |
| ANHEUSER-BUSCH INBEV SPN ADR | $722,995 | $660,928 |
| APPLE INC | $1,050,544 | $1,508,598 |
| BARCLAYS CAPITAL US AGGREGATE | $912,130 | $927,076 |
| BAXTER INTL INC | $482,085 | $576,810 |
| BBH INTERNATIONAL EQUITY FUND | $1,748,181 | $2,076,354 |
| BBH LIMITED DURATION FUND CL I | $4,825,657 | $4,739,370 |
| BBH LIMITED DURATION FUND CL N | $3,750,000 | $3,723,257 |
| BECTON DICKINSON & CO | $166,963 | $693,310 |
| BED BATH & BEYOND INC | $913,469 | $716,646 |
| BERKSHIRE HATHAWAY INC-CL B | $905,890 | $2,456,064 |
| BLACKROCK INC | $447,081 | $1,075,291 |
| BURGUNDY EMERGING MARKETS SERI | $1,600,000 | $1,577,994 |
| CELANESE CORP SERIES A | $534,840 | $991,500 |
| COCA COLA CO | $280,351 | $560,865 |
| COMCAST CORP CL A | $278,155 | $973,140 |
| COMCAST CORP NEW - CL. A | $1,003,594 | $1,265,082 |
| CVS HEALTH CORPORATION | $461,440 | $984,192 |
| DENTSPLY INTL INC | $139,960 | $327,321 |
| DIAGEO PLC- SPONSORED ADR | $431,687 | $761,831 |
| DISCOVERY COMMUNICATIONS -C | $941,818 | $943,908 |
| DISNEY WALT CO | $213,654 | $971,376 |
| DJ GBL EX-US SELECT REAL ESTAT | $421,616 | $420,102 |
| DOW JONES US REAL ESTATE INDEX | $373,561 | $449,474 |
| DU PONT E I DE NEMOURS & CO | $375,714 | $979,013 |
| DYNAMIC EQUITY MANAGERS: PORTF | $435,876 | $1,341,476 |
| EXXON MOBIL CORP | $225,230 | $794,430 |
| FLEETCOR TECHNOLOGIES INC COM | $305,608 | $353,338 |
| GILEAD SCIENCES INC | $923,727 | $795,960 |
| GS TACTICAL TILT/PRIVATE EQ | $935,582 | $1,157,293 |
| HENRY SCHEIN INC COM STK | $190,415 | $450,604 |
| ISHARES CORE MSCI EAFE ETF | $1,648,755 | $1,585,800 |
| ISHARES CORE MSCI EMERGING | $1,810,385 | $2,163,500 |
| ISHARES MSCI EMERG MKT MIN | $1,673,843 | $1,657,260 |
| ISHARES S&P MIDCAP 400 INDEX | $945,760 | $1,885,232 |
| ISHARES S&P SMALLCAP 600 FND | $714,026 | $2,002,950 |
| JOHNSON & JOHNSON | $349,465 | $1,591,590 |
| JPMORGAN CHASE & CO | $704,881 | $1,370,907 |
| LIBERTY GLOBAL PLC-SERIES C | $535,430 | $525,506 |
| LIBERTY INTERACTIVE CORP Q-A | $343,007 | $616,495 |
| LONGLEAD PARTNERS SMALL CAP FD | $2,085,000 | $2,123,695 |
| MASTERCARD INC CLASS A | $820,160 | $1,103,760 |
| MEDTRONIC PLC | $984,154 | $985,635 |
| MICROSOFT CORP | $548,975 | $1,410,084 |
| MONDELEZ INTERNATIONAL INC | $166,060 | $164,960 |
| NESTLE S A SPONS ADR | $375,100 | $1,043,150 |
| NIKE INC | $309,532 | $300,420 |
| NOVARTIS AG- ADR | $820,077 | $1,156,887 |
| ORACLE CORP (BBH) | $1,764,842 | $1,817,834 |
| ORACLE CORP (HTC) | $586,337 | $622,945 |
| PAYPAL HOLDINGS INC- COM STK | $529,091 | $810,778 |
| PEPSICO INC | $552,675 | $1,171,170 |
| PERRIGO CO PLC COM STK | $667,806 | $576,060 |
| PRAXAIR INC | $805,886 | $914,280 |
| PROCTER & GAMBLE CO | $360,683 | $931,798 |
| PROGRESSIVE CORP OHIO | $505,064 | $975,690 |
| QUALCOMM INC | $1,095,443 | $1,268,853 |
| RUSSELL 2000 INDEX FUND (ISHAR | $511,480 | $814,666 |
| SCHLUMBERGER LTD | $625,652 | $680,805 |
| SELECT EQUITY SERIES BBH WEALT | $2,400,000 | $2,446,268 |
| SHORT-TERM CORPORATE BOND (VAN | $1,698,415 | $1,694,426 |
| SPRUCEGROVE: NON-US EQUITY LLC | $838,668 | $618,911 |
| SSGA HEDGED INTL DEV EQ INDEX | $1,000,000 | $1,081,464 |
| T. ROWE PRICE HIGH YIELD FUND | $1,249,886 | $1,138,346 |
| TACS: LARGE CAP CORE (ENHANCED | $1,220,000 | $2,983,117 |
| THE 1818 PARTNERS FUND | $5,000,000 | $9,601,546 |
| TJX COS INC NEW | $595,768 | $955,748 |
| U S BANCORP | $885,352 | $1,962,471 |
| UNILEVER N V-NY SHARES | $508,327 | $529,739 |
| UNITED HEALTH GROUP INC | $601,995 | $1,551,536 |
| UNITED PARCEL SERVICE INC | $210,246 | $24,686,555 |
| UNITED TECHNOLOGIES CORP | $605,481 | $1,061,042 |
| VANGUARD FTSE ALL WORLD EX-U S | $749,032 | $755,920 |
| VANGUARD FTSE EUROPE ETF | $1,306,959 | $1,147,750 |
| VANGUARD FTSE PACIFIC ETF | $569,092 | $592,000 |
| VERSUM MATERIALS, INC | $51,070 | $52,589 |
| WAL-MART STORES INC | $549,483 | $743,811 |
| WASTE MANAGEMENT INC | $227,850 | $579,866 |
| WELLINGTON: NON-US EQUITY LLC | $245,302 | $670,207 |
| WELLS FARGO & CO | $1,271,988 | $2,132,676 |
| WELLS FARGO & CO NEW | $573,641 | $1,497,636 |
| WW GRAINGER INC | $479,452 | $576,425 |
| ZOETIS INC COM STK | $857,829 | $1,428,525 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL AND ADMINISTRATIVE | |||
| SUPPORT FEES | $49,505 | $5,348 | $44,157 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT-RENTAL SPACE (PROGRAM) | Desc |
| BOY Book Value | $4,428 | BOYBookValueAmt |
| EOY Book Value | $4,428 | EOYBookValueAmt |
| EOYFMV | $4,428 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| SOFTWARE SUBSCRIPTIONS & REF | $195,609 | $195,609 |
| INSURANCE | $53,468 | $53,468 |
| COMPUTER EXPENSES | $16,803 | $16,803 |
| EQUIPMENT RENTAL | $1,854 | $1,854 |
| BOOKS & SUBSCRIPTIONS | $292 | $292 |
| OFFICE SUPPLIES | $3,313 | $3,313 |
| FURNISHINGS & EQUIPMENT | $13,443 | $13,443 |
| POSTAGE, DELIVERY | $1,665 | $1,665 |
| LICENSES & FEES | $303 | $303 |
| MISCELLANEOUS | $11,795 | $11,795 |
| PRINTING AND COPYING | $1,029 | $1,029 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| Ordinary Income FROM PARTNERSHIPS | $58,611 | |
| Miscellaneous Revenue | $10,431 | $10,431 |
| Other Income/(Expense) from partnerships | -$90,505 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| HEARING FIRST DEVELOP & ADMIN | $2,034,239 | $2,034,239 | |
| FOUNDATION ADMINISTRATION | $137,625 | $137,625 | |
| INVESTMENT MANAGEMENT | $325,114 | $342,458 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $192,415 | |
| FOREIGN TAXES PAID | $2,529 | $8,183 |
| DE FRANCHISE TAX | $300 |
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