2015-10-14T11:10:35-05:00 2014-11-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990PF 2013-12-01 232686151 OBERKOTTER FOUNDATION % BRUCE A ROSENFIELD EXEC DI OBER 2157512601 1600 MARKET STREET PHILADELPHIA PA 191037286 BRUCE A ROSENFIELD EXECUTIVE DIRECTOR 2157512601 2015-10-12 true Russlee Armstrong P00288383 2157512601 2013 2016-02-25 16:41:14Z X 170398175 X 9996396 3090283 3202767 9270139 10730232 198347 -20960 22555165 13912039 953326 60333 892993 419970 419970 99064 1928 97136 91277 25004 0 66273 134085 0 0 134085 1224531 363608 860923 721153 1153 44104 44104 196607 196607 93108 93108 3977225 452026 0 2805199 9612621 9523871 13589846 452026 0 12329070 8965319 13460013 12865674 12917712 12917712 90804836 89019180 157479047 1416 1416 1416 103670510 101938308 170398175 1799719 0 1799719 0 X 101870791 101938308 101870791 101938308 103670510 101938308 101870791 8965319 110836110 8897802 101938308 BROWN BROTHERS HARRIMAN & CO. 2033380 GOLDMAN SACHS 98238 HAVERFORD TRUST COMPANY 7138521 TACS ENHANCED DIV (LARGE) 247245 1818 PARTNERS LP 1079044 SPRUCEGROVE NON-US EQUITY 11560 DYNAMIC EQ MGRS 106459 REAL ESTATE MEZZ PARTNERS -27 VINTAGE FUND V OFFSHORE -1461 VONTOBEL NON-US EQUITY OFFSHORE 17273 10730232 false 19174089 149092651 0.128605 13136102 133191867 0.098625 19013605 131522223 0.144566 16652261 125547529 0.132637 20118411 110967649 0.1813 0.685733 0.137147 162975508 22351602 134600 22486202 12329070 269200 269200 269200 323524 323524 54324 54324 false false false 0 0 0 false false false false true true PA true false false false false true www.oberkotterfoundation.org BRUCE A ROSENFIELD EXEC DIR 2157512601 1600 MARKET ST STE 3600 PHILADELPHIA PA 191037286 false false false false true false false false false false false false false false false false true false true true false false false 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 350000 0 0 David Pierson 1600 MARKET STREET PHILADELPHIA PA 191037286 TRUSTEE 10.0 50000 0 0 Amy Newnam 1600 MARKET STREET PHILADELPHIA PA 19103 Assoc. Exec. Director 40.0 203326 1304 6419 TERESA CARAWAY 1600 MARKET STREET PHILADELPHIA PA 191037286 CEO, EDUCATIONAL ENDEAVOR 40.0 178000 0 0 CARIANNE MUSE 1600 MARKET STREET PHILADELPHIA PA 191037286 DIRECTOR, FAMILY ENGAGEMENT 40.0 172000 35356 0 WENDY DEMOSS 1600 MARKET ST STE 3600 PHILADELPHIA PA 19103 DIR, LEARNING PROG 40.0 135000 0 0 MARY ELLEN NEVINS 1600 MARKET ST STE 3600 PHILADELPHIA PA 19103 SR. STRAT PROF DEV 32.0 80889 0 0 ROSANNE DIMARTINO 1600 MARKET ST STE 3600 PHILADELPHIA PA 19103 EXECUTIVE ASSISTANT 40.0 60718 4599 0 MEGAN OWEN 1600 MARKET ST STE 3600 PHILADELPHIA PA 19103 EXECUTIVE ASSISTANT 40.0 52831 0 0 0 The Mom Complex 3324 west cary street RICHMOND VA 23219 MARKETING 140461 Booz Allen Hamilton PO Box 8500 PHILADELPHIA PA 19178 TECHNOLOGY CONSULT 130000 Stephen Barry CPA LLC PO Box 961 VOORHEES NJ 08043 finan cons/accting 101285 21st Century Collaborative 4068 Bridgehampton Lane VIRGINIA BEACH VA 23455 LEARNING CONSULTANT 94555 Martin Sussman PO BOX 50215 PALO ALTO CA 94303 STRATEGIC ADVISOR 93102 3 SUPPORT FOR LISTENING AND SPOKEN LANGUAGE SERVICES TO CHILDREN AND FAMILIES (SEE ATTACHMENT 17) 6562006 SUPPORT FOR FAMILY ENGAGEMENT IN LISTENING AND SPOKEN LANGUAGE, INCLUDING AWARENESS, COMMUNITY BUILDING, LEARNING OPPORTUNITIES AND PROFESSIONAL ENGAGEMENT(SEE ATTACHMENT 17) 4504070 153456458 12000911 0 165457369 0 165457369 2481861 162975508 8148775 8148775 269200 269200 7879575 7879575 7879575 12329070 0 0 0 0 12329070 12329070 7879575 0 2011 2010 2009 0 14488528 10190704 12731910 6629864 12548981 56589987 12329070 0 7879575 4449495 61039482 0 0 0 0 14488528 46550954 10190704 12731910 6629864 12548981 4449495 MILDRED L OBERKOTTER NONE X A G Bell Association for the Deaf & Hard of hear 3417 Volta Place NW Washington DC 20007 n/a PC LSL Support - Children and Families 1129625 Arkansas Children's Hospital 1 Childrens Way Slot 113 Little Rock AR 72202 n/a PC LSL Support - Children and Families 15000 Atlanta Speech School 3160 Northside Parkway NW Atlanta GA 30327 n/a PC LSL Support - Children and Families 222500 Auditory Oral School of New York 3321 Avenue M Brooklyn NY 11210 n/a PC LSL Support - Children and Families 250000 Bergen County Special Services District GodwinHig 41 East Center Street Midland Park NJ 07432 n/a PC LSL Support - Children and Families 97500 Buffalo Hearing & Speech Center 50 E North Street Buffalo NY 14203 n/a PC LSL Support - Children and Families 52500 Carle Auditory Oral School 611 W Park Street Urbana IL 61801 n/a PC LSL Support - Children and Families 26250 CASTLE 5501 Fortunes Ridge Drive Suite A Durham NC 27713 n/a PC LSL Support - Children and Families 93750 CCHAT Center - Sacramento 11100 Coloma Road Rancho Cordova CA 95670 n/a PC LSL Support - Children and Families 432806 Child's Voice 180 Hansen Court Wood Dale IL 60191 n/a PC LSL Support - Children and Families 343750 Child Aid 917 SW Oak Street Suite 208 Portland OR 97205 n/a PC LSL Support - Children and Families 75000 Clarke Schools for Hearing and Speech 45 Round Hill Road Northampton MA 01060 n/a PC LSL Support - Children and Families 962810 Desert Voices 3426 E Shea Blvd Phoenix AZ 85028 n/a PC LSL Support - Children and Families 19000 Fontbonne University 6800 Wydown Blvd St Louis MO 631053098 n/a PC LSL Support - Professional Learning 52325 Foundation for Hearing Research Inc 3518 Jefferson Avenue Redwood City CA 94062 n/a PC LSL Support - Children and Families 652350 Hands & Voices PO Box 3093 Boulder CO 80307 n/a PC LSL Support - Children and Families 85000 HEAR in New Hampshire 1650 Elm Street Suite 203 Manchester NH 031011217 n/a PC LSL Support - Children and Families 21000 Hear ME Now PO Box 896 Portland ME 04104 n/a PC LSL Support - Children and Families 50000 Hearts for Hearing 3525 NW 56th Street Suite A-150 Oklahoma City OK 73112 n/a PC LSL Support - Children and Families 450720 HOPE School 310 N Riverpoint Blvd Box V Spokane WA 99202 n/a PC LSL Support - Children and Families 66250 Listen and Talk 8610 8th Avenue NE Seattle WA 98115 n/a PC LSL Support - Children and Families 402500 Listen Foundation Inc 6950 E Belleview Ave Ste 203 Greenwood Village CO 80120 n/a PC LSL Support - Children and Families 25000 Magnolia Speech School 733 Flag Chapel Road Jackson MS 39209 n/a PC LSL Support - Children and Families 42500 Mayo Clinic Rochester 200 First Street Southwest Rochester MN 55905 n/a PC Research 250000 Memphis Oral School for the Deaf 7901 Poplar Avenue Germantown TN 38138 n/a PC LSL Support - Children and Families 37500 Montreal Oral School for the Deaf Inc 4670 St Catherine Street West Westmount QUEBEC CA H3Z 1S5 n/a NC LSL Support - Children and Families 18750 New Orleans Oral School 4000 W Esplanade Ave Metairie LA 70002 n/a PC LSL Support - Children and Families 45000 Northern Voices 1660 W County Rd B Roseville MN 55113 n/a PC LSL Support - Children and Families 261000 Ohio Valley Voices 6642 Branch Hill-Guinea Pike Loveland OH 45140 n/a PC LSL Support - Children and Families 303328 OPTION Schools Inc 11205 Wright Circle Suite 140 Omaha NE 68144 n/a PC LSL Support - Children and Families 33783 Presbyterian Ear Institute Oral School 415 Cedar St SE Albuquerque NM 87106 n/a PC LSL Support - Children and Families 150000 Smith College Office of Corporate and Foundation Northampton MA 01063 n/a PC LSL Support - Professional Learning 406511 St Joseph Institute for the Deaf 9192 Waldemar Road Indianapolis IN 46268 n/a PC LSL Support - Children and Families 353750 St Joseph Institute for the Deaf 9192 Waldemar Road Indianapolis IN 46268 n/a PC LSL Support - Children and Families 244816 Summit Speech School 705 Central Avenue New Providence NJ 07974 n/a PC LSL Support - Children and Families 80595 The Moog Center for Deaf Education 12300 South Forty Drive St Louis MO 63141 n/a PC LSL Support - Children and Families 372500 The Tucker-Maxon Oral School 2860 SE Holgate Boulevard Portland OR 97202 n/a PC LSL Support - Children and Families 165293 University of Southern California 3500 S Figueroa St Suite 102 Los Angeles CA 900898001 n/a PC LSL Support - Children and Families 97000 University of Texas Health Science Center at San A 8300 Floyd Curl Drive Mail Code 777 San Antonio TX 78229 n/a PC LSL Support - Professional Learning 86950 Utah State University 2615 Old Main Hill Logan UT 84322 n/a PC LSL Support - Children and Families 247510 Utah State University 2615 Old Main Hill Logan UT 84322 n/a PC LSL Support - Professional Learning 26680 Vanderbilt University Medical Center 1215 21st Avenue South Nashville TN 37232 n/a PC LSL Support - Children and Families 172500 Vanderbilt University Medical Center 1215 21st Avenue South Nashville TN 37232 n/a PC LSL Support - Professional Learning 177659 Vermilion Films Inc 820 N River Street 201 Portland OR 97227 n/a NC Other LSL Support 70000 WASHINGTON UNIVERSITY SCHOOL OF MEDICINE 660 S Euclid Ave Campus Box 8042 St Louis MO 63110 n/a PC LSL Support - Professional Learning 443360 9612621 A G Bell Association for the Deaf & Hard of HeAR 3417 Volta Place NW Washington DC 200072778 n/a PC LSL Support - Children and Families 910000 Atlanta Speech School 3160 Northside Parkway NW Atlanta GA 30327 n/a PC LSL Support - Children and Families 37500 Auditory Oral School of New York 3321 Avenue M Brooklyn NY 11210 n/a PC LSL Support - Children and Families 250000 Bergen County Special Services District 41 East Center Street Midland Park NJ 07432 n/a PC LSL Support - Children and Families 48750 CASTLE 5501 Fortunes Ridge Drive Suite A Durham NC 27713 n/a PC LSL Support - Children and Families 37500 CCHAT Center - Sacramento 11100 Coloma Road Rancho Cordova CA 95670 n/a PC LSL Support - Children and Families 224750 Chicago Hearing Society-a division of Anixter CTR 2001 N Clybourn Ave Chicago IL 60614 n/a PC LSL Support - Children and Families 20000 Child's Voice 180 Hansen Court Wood Dale IL 60191 n/a PC LSL Support - Children and Families 243750 Clarke Schools for Hearing and Speech 45 Round Hill Road Northampton MA 01060 n/a PC LSL Support - Children and Families 375382 Desert Voices 3426 E Shea Blvd Phoenix AZ 85028 n/a PC LSL Support - Children and Families 19000 Fontbonne University 6800 Wydown Blvd St Louis MO 631053098 n/a PC LSL Support - Professional Learning 52325 Foundation for Hearing Research Inc 3518 Jefferson Avenue Redwood City CA 94062 n/a PC LSL Support - Children and Families 434900 Hands & Voices PO Box 3093 Boulder CO 80307 n/a PC LSL Support - Children and Families 47500 HEAR in New Hampshire 1650 Elm Street Suite 203 Manchester NH 031011217 n/a PC LSL Support - Children and Families 21000 Hear ME Now PO Box 896 Portland ME 04104 n/a PC LSL Support - Children and Families 107500 Hearts for Hearing 3525 NW 56th Street Suite A-150 Oklahoma City OK 73112 n/a PC LSL Support - Children and Families 72730 HOPE School 310 N Riverpoint Blvd Box V Spokane WA 99202 n/a PC LSL Support - Children and Families 50000 Listen and Talk 8610 8th Avenue NE Seattle WA 98115 n/a PC LSL Support - Children and Families 334224 Listen Foundation Inc 6950 E Belleview Ave Ste 203 Greenwood Village CO 80120 n/a PC LSL Support - Children and Families 12500 Magnolia Speech School 733 Flag Chapel Road Jackson MS 39209 n/a PC LSL Support - Children and Families 42500 Memphis Oral School for the Deaf 7901 Poplar Avenue Germantown TN 38138 n/a PC LSL Support - Children and Families 37500 Montreal Oral School for the Deaf Inc 4670 St Catherine Street West Westmount QUEBEC CA H3Z 1S5 n/a NC LSL Support - Children and Families 7500 New Orleans Oral School 4000 W Esplanade Ave Metairie LA 70002 n/a PC LSL Support - Children and Families 45000 Northern Voices 1660 W County Rd B Roseville MN 55113 n/a PC LSL Support - Children and Families 86000 OPTION Schools Inc 11205 Wright Circle Suite 140 Omaha NE 68144 n/a PC Other LSL Support 41433 Presbyterian Ear Institute Oral School 415 Cedar St SE Albuquerque NM 87106 n/a PC LSL Support - Children and Families 25000 Smith College Office of Corporate and Foundation Northampton MA 01063 n/a PC LSL Support - Professional Learning 203189 St Joseph Institute for the Deaf 9192 Waldemar Road Indianapolis IN 46268 n/a PC LSL Support - Children and Families 102500 St Joseph Institute for the Deaf 9192 Waldemar Road Indianapolis IN 46268 n/a PC LSL Support - Children and Families 96250 The Moog Center for Deaf Education 12300 South Forty Drive St Louis MO 63141 n/a PC LSL Support - Children and Families 115000 The Tucker-Maxon Oral School 2860 SE Holgate Boulevard Portland OR 97202 n/a PC LSL Support - Children and Families 36250 University of Southern California 3500 S Figueroa St Suite 102 Los Angeles CA 900898001 n/a PC LSL Support - Children and Families 49646 University of Texas Health Science Center at San A 8300 Floyd Curl Drive Mail Code 77 San Antonio TX 78229 n/a PC LSL Support - Professional Learning 86950 Utah State University 2615 Old Main Hill Logan UT 84322 n/a PC LSL Support - Children and Families 130721 WA State Center for Childhood Deafness & Hearing 611 Grand Blvd Vancouver WA 98661 n/a PC LSL Support - Children and Families Community GRANT 30000 Washington University School of Medicine 660 S Euclid Ave Campus Box 8042 St Louis MO 63110 n/a PC LSL Support - Professional Learning 123988 CHILD AID 917 SW OAK ST STE 208 PORTLAND OR 97205 N/A PC OTHER LSL SUPPORT 37500 4596238 14 3090283 18 9270139 PREVIOUS GRANTS RETURNED TO FOUNDATION 184675 MISCELLANEOUS REVENUE 01 13672 12374094 184675 12558769 11 grants that have been returned to the foundation for a variety of acceptable reasons. false false false false false false false false false false X X 1 MILDRED L OBERKOTTER 1600 MARKET STREET STE 1600 PHILADELPHIA PA 19103 4991357 X X 2 MILDRED L OBERKOTTER 1600 MARKET STREET STE 3600 PHILADELPHIA PA 19103 1000000 X 3 MILDRED L OBERKOTTER 1600 MARKET STREET STE 1600 PHILADELPHIA PA 19103 4005039 X X 1 48,228 SHS UPS CL B 4991357 2014-01-03 3 38,258 SHS UPS CL B 4005039 2014-07-16 ACCOUNTING FEES 134085 134085 CARIANNE MUSE *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 MEGAN OWEN *Wendy DeMoss was an independent contractor of the Foundation for the first part of the year. She was then hired as an employee of the Foundation and has been determined to be a highest compensated employee for purposes of the Form 990 PF. The total compensation above includes her services as an independent contractor and as an employee. ** FOUNDATION EMPLOYEE ROSANNE 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 MS. DIMARTINO'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 MS. DIMARTINO 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. BROWN BROTHERS HARRIMAN-ATT 19 51481825 94870624 HAVERFORD TRUST CO-ATTACHMT 19 27085074 48867133 GOLDMAN SACHS-ATTACHMENT 19 10452281 13741290 LEGAL AND ADMINISTRATIVE SUPPORT FEES 91277 25004 66273 UPS STOCK - DIFFERENCE IN FMV AND COST 8897802 COMPUTER RELATED EXPENSES 24154 24154 INSURANCE 50397 50397 BANK FEES 219 219 OFFICE SUPPLIES 4493 4493 EQUIPMENT RENTAL 270 270 FEES 3751 3751 MISCELLANEOUS 1353 1353 SOFTWARE SUBSCRIPTIONS & REFERENCE MATERIALS 8471 8471 PREVIOUS GRANTS RETURNED TO FOUNDATION 184675 Ordinary Income FROM PARTNERSHIPS 0 41540 Miscellaneous Revenue 13672 13672 Other Income/(Expense) from partnerships 0 -76172 OUTSTANDING CHECKS 1799719 0 FOUNDATION ADMINISTRATION & DEVELOPMENT OF LEARNING CTR 860506 860506 INVESTMENT MANAGEMENT 364025 363608 417 FEDERAL EXCISE TAX 720000 FOREIGN TAXES ON DIVIDENDS 1153 1153