OBERKOTTER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OBERKOTTER FOUNDATION (EIN 23-2686151)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-07-15
- IRS object ID
- 201431969349100018
- Schema version
- 2012v2.3
- 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
- Compensation Explanation
- Depreciation Schedule
- Employee Compensation Expln
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-15T13:55:19-05:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232686151 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OBERKOTTER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % BRUCE A ROSENFIELD EXEC DI | InCareOfName |
| Name Control | OBER | NameControl |
| Phone | 2157512601 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET | AddressLine1 |
| Address Line2 | c/o B ROSENFIELD EX DIRECTOR Suit | AddressLine2 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191037286 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | bruce rosenfield | Name |
| Title | executive director | Title |
| Phone | 2157512601 | Phone |
| Date Signed | 2014-07-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Russlee Armstrong | Name |
| Phone | 2155614200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 161624373 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 9968216 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 3986729 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3986729 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 37984324 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 71431932 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 37984324 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 275693 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 54569 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 52214962 | TotalRevenueAndExpenses |
| Total Net Investment Income | 42025622 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 565672 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 56567 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 509105 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 544209 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 544209 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 88665 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 2480 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 86185 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 21700 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 10850 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 10850 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 47436 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 47436 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1478746 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 365002 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1113744 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 393876 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 18876 | TaxesNetInvstIncm |
| Occupancy Rev And Expnss | 37205 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 37205 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 248430 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 248430 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 232749 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 232749 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 173616 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 95600 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 78016 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3832304 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 549375 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2907929 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 16297410 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 16266160 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 20129714 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 549375 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 19174089 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 32085248 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 41476247 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2657719 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 12865674 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 12865674 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 77956920 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 90804836 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 148758699 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 80614639 | TotalAssetsBOY |
| Total Assets EOY | 103670510 | TotalAssetsEOY |
| Total Assets EOYFMV | 161624373 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 185814 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 1799719 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 185814 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1799719 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 80428825 | CapitalStockBOY |
| Capital Stock EOY | 101870791 | CapitalStockEOY |
| Total Net Assets BOY | 80428825 | TotalNetAssetsBOY |
| Total Net Assets EOY | 101870791 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 80614639 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 103670510 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 80428825 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 32085248 | ExcessOfRevenueOverExpenses |
| Other Increases | 125409 | OtherIncreases |
| Subtotal | 112639482 | Subtotal |
| Other Decreases | 10768691 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 101870791 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| BBH - PUB TRADED SECURITIES | P | 31687416 | 11759291 | 19928125 | 19928125 |
| GS - PUB TRADED SECURITIES | P | 4145234 | 4765104 | -619870 | -619870 |
| HTC - PUB TRADED SECURITIES | P | 35599282 | 18143559 | 17455723 | 17455723 |
| ST LOSS - GS TACS ENHANCED DIV | P | -55169 | |||
| LT GAIN - GS TACS ENHANCED DIV | P | 564002 | |||
| ST LOSS - 1818 PARTNERS LP | P | -8175 | |||
| LT GAIN - 1818 PARTNERS LP | P | 454386 | |||
| ST LOSS - SPRUCEGROVE EQUITY | P | -1688 | |||
| LT LOSS - SPRUCEGROVE EQUITY | P | -4934 | |||
| ST LOSS - TRILOGY NONUS EQUITY | P | -1345 | |||
| LT LOSS - TRILOGY NONUS EQUITY | P | 125118 | |||
| ST GAIN - DYAMIC EQ MGERS PORT | P | 8862 | |||
| LT GAIN - DYAMIC EQ MGERS PORT | P | 62226 | |||
| LT GAIN - GS RE MEZZ PARTNERS | P | 3030 | |||
| LT GAIN - GS VIN FUND V OS | P | 543 | |||
| ST LOSS - VONTOBEL NONUS EQUIT | -777 | ||||
| LT GAIN - VONTOBEL NONUS EQUIT | P | 74074 | |||
| 1250 GAIN - GS TACS | P | 193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 37984324 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 13136102 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 133191867 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.098625 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 19013605 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 131522223 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.144566 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 16652261 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 125547529 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.132637 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 20118411 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 110967649 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.1813 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 23022927 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 177849325 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.129452 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.68658 | TotalDistributionRatio |
| Average Distribution Ratio | 0.137316 | AverageDistributionRatio |
| Net Noncharitable Assets | 149092651 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 20472806 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 414762 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 20887568 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 19174089 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 829525 | InvestmentIncomeExciseTax |
| Subtotal | 829525 | Subtotal |
| Tax Based On Investment Income | 829525 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 434459 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 600000 | TaxPaidWithExtension |
| Total Credits And Payments | 1034459 | TotalCreditsAndPayments |
| Overpayment | 204934 | Overpayment |
| Amount Credited To Next Year | 204934 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | true | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | www.oberkotterfoundation.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE A ROSENFIELD EXEC DIR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2157512601 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET ST STE 3600 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191037286 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | true | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | true | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | true | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 165672 | 8145 | 6057 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (5 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| CARIANNE MUSE | 1600 MARKET ST STE 3600 | PHILADELPHIA | PA | 19103 | DIR. FAM ENGAGEMENT | 40.0 | 172000 | 0 | 0 |
| MARY ELLEN NEVINS | 1600 MARKET ST STE 3600 | PHILADELPHIA | PA | 19103 | SR. STRAT PROF DEV | 32.0 | 138667 | 0 | 0 |
| KATHY SUSSMAN | 1600 MARKET ST STE 3600 | PHILADELPHIA | PA | 19103 | LSL PROGRAM ADVISOR | 24.0 | 102996 | 10026 | 1625 |
| JOY KEARNS | 1600 MARKET ST STE 3600 | PHILADELPHIA | PA | 19103 | DEP. STRAT PROF DEV | 32.0 | 64000 | 5082 | 600 |
| ROSANNE DIMARTINO | 1600 MARKET ST STE 3600 | PHILADELPHIA | PA | 19103 | EXECUTIVE ASSISTANT | 40.0 | 57952 | 4582 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| GREAT LAKES INTEGRATED | |||||
| PO BOX 74155-S | CLEVELAND | OH | 44194 | PRINTING & DISTRIB. | 232749 |
| The Mom Complex | |||||
| One Shockoe Plaza | RICHMOND | VA | 23219 | marketing | 198625 |
| Learning Innovation Associates Inc | |||||
| 13033 Twisted Oak Road | OKLAHOMA CITY | OK | 73120 | consult. prof learn | 167466 |
| MARTIN SUSSMAN | |||||
| PO BOX 50215 | PALO ALTO | CA | 94303 | MATERIAL DISTRB MGMT | 132804 |
| DeMoss Consulting LLC | |||||
| 10802 Quail Plaza Ste 116 | OKLAHOMA CITY | OK | 73120 | consult. prof learn | 130000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 3 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LISTENING AND SPOKEN LANGUAGE SUPPORT FOR SERVICES TO CHILDREN AND FAMILIES (SEE ATTACHED STATEMENT) | Description1 |
| Expenses1 | 14519137 | Expenses1 |
| Description2 | LISTENING AND SPOKEN LANGUAGE SUPPORT FOR PROFESSIONAL LEARNING OPPORTUNITIES (SEE ATTACHED STATEMENT) | Description2 |
| Expenses2 | 3657151 | Expenses2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 145733348 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5629749 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 151363097 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 151363097 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2270446 | CashDeemedCharitable |
| Net Noncharitable Assets | 149092651 | NetNoncharitableAssets |
| Minimum Investment Return | 7454633 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 7454633 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 829525 | TaxBasedOnInvestmentIncome |
| Total Tax | 829525 | TotalTax |
| Distributable Amount Before Adj | 6625108 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 6625108 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 6625108 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 19174089 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 19174089 | QualifyingDistributions |
| Adj Qualifying Distributions | 19174089 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 6625108 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 13988064 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 14488528 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 10190704 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 12731910 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 6629864 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 58029070 | TotalExcessDistriCarryover |
| Qualifying Distributions | 19174089 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 6625108 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 12548981 | RemainingDistriFromCorpus |
| Total Corpus | 70578051 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 9968216 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 4019848 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 56589987 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 14488528 | ExcessFromYear4 |
| Excess From Year3 | 10190704 | ExcessFromYear3 |
| Excess From Year2 | 12731910 | ExcessFromYear2 |
| Excess From Year1 | 6629864 | ExcessFromYear1 |
| Excess From Current Year | 12548981 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MILDRED L OBERKOTTER | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (49 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AG Bell Assoc for the Deaf and Hard of Hearing | |||||||||||
| 3417 Volta Place NW | Washington | DC | 200072778 | PC - 509(a)(2) | LSL Support - General | $1,400,032 | |||||
| Atlanta Speech School | |||||||||||
| 3160 Northside Parkway NW | Atlanta | GA | 30327 | PC - 509(a)(1) | LSL Support - Services for Children | $150,000 | |||||
| Auditory-Oral School of New York | |||||||||||
| 3321 Avenue M | Brooklyn | NY | 11210 | PC - 509(a)(1) | LSL Support - Services for Children | $875,000 | |||||
| Buffalo Hearing and Speech Center | |||||||||||
| 50 E North Street | Buffalo | NY | 14203 | PC - 509(a)(1) | LSL Support - Services for Children | $70,000 | |||||
| The Carle Foundation | |||||||||||
| 611 W Park Street | Urbana | IL | 61801 | PC - 509(a)(1) | LSL Support - Services for Children | $75,000 | |||||
| Childaid - CORAL | |||||||||||
| 917 SW Oak St Suite 208 | Portland | OR | 97205 | PC - 509(a)(1) | LSL Support - Services for Children | $59,000 | |||||
| Child's Voice | |||||||||||
| 180 Hansen Court | Wood Dale | IL | 60191 | PC - 509(a)(1) | LSL Support - Services for Children | $650,000 | |||||
| Children's Hospital of Philadelphia | |||||||||||
| 34th St and Civic Center Blvd | Philadelphia | PA | 19104 | PC - 509(a)(1) | LSL Support - Services for Children | $542,710 | |||||
| Clarke School for the Deaf | |||||||||||
| 47 Round Hill Road | Northhampton | MA | 010602199 | PC - 509(a)(1) | LSL Support - Services for Children | $2,832,805 | |||||
| Desert Voices | |||||||||||
| 3426 East Shea Blvd | Phoenix | AZ | 850283327 | PC - 509(a)(1) | LSL Support - Services for Children | $107,500 | |||||
| Fontbonne University | |||||||||||
| 6800 Wydown Blvd | St Louis | MO | 631053098 | PC - 509(a)(1) | LSL Support - Professional Learning | $532,862 | |||||
| Jean W Peninsula Oral School for the Deaf | |||||||||||
| 3518 Jefferson Ave | Redwood City | CA | 94062 | PC - 509(a)(1) | LSL Support - Services for Children | $769,438 | |||||
| CCHAT Center Sacramento | |||||||||||
| 3518 Jefferson Ave | Redwood City | CA | 94062 | PC - 509(a)(1) | LSL Support - Organizational Capacity Building | $650,000 | |||||
| Hands and Voices of Pennsylvania | |||||||||||
| PO Box 15063 | Pittsburgh | PA | 15237 | PC - 509(a)(1) | LSL Support - Services for Children | $8,000 | |||||
| HEAR in New Hampshire | |||||||||||
| 1650 Elm Street Suite 303 | Manchester | NH | 03101 | PC - 509(a)(1) | LSL Support - Services for Children | $100,845 | |||||
| Hear ME Now | |||||||||||
| PO Box 896 | Portland | ME | 04104 | PC - 509(a)(1) | LSL Support - Services for Children | $187,551 | |||||
| Hearts for Hearing Foundation | |||||||||||
| 3525 N W 56th St Suite A-150 | Oklahoma City | OK | 73112 | PC - 509(a)(1) | LSL Support - Services for Children | $285,000 | |||||
| HOPE School | |||||||||||
| 310 N Riverpoint Blvd Box V | Spokane | WA | 99202 | PC - 509(a)(1) | LSL Support - Services for Children | $116,250 | |||||
| John Tracy Clinic | |||||||||||
| 806 W Adams Blvd | Los Angeles | CA | 900072505 | PC - 509(a)(1) | LSL Support - Services for Children | $12,000 | |||||
| LaSalle University | |||||||||||
| 1900 West Olney Avenue | Philadelphia | PA | 19141 | PC - 509(a)(1) | LSL Support - Professional Learning | $52,800 | |||||
| Listen and Talk | |||||||||||
| 8610 8th Avenue NE | Seattle | WA | 98115 | PC - 509(a)(1) | LSL Support - Services for Children | $678,446 | |||||
| Listen Foundation Inc | |||||||||||
| 6950 E Belleview Ave Ste 203 | Greenwood Village | CO | 80120 | PC - 509(a)(1) | LSL Support - Services for Children | $25,000 | |||||
| Magnolia Speech School for the Deaf | |||||||||||
| 733 Flag Chapel Road | Jackson | MS | 39209 | PC - 509(a)(1) | LSL Support - Services for Children | $331,780 | |||||
| Mayo Clinic | |||||||||||
| 200 First Street SW | Rochester | MN | 55905 | PC - 509(a)(2) | Research | $98,406 | |||||
| Castle | |||||||||||
| 5501 Fortunes ridge drive suite a | durham | NC | 27713 | PC - 509(a)(1) | LSL Support - Services for Children | $165,398 | |||||
| Memphis Oral School for the Deaf | |||||||||||
| 7901 Poplar Ave | Germantown | TN | 38138 | PC - 509(a)(1) | LSL Support - Services for Children | $275,000 | |||||
| Montreal Oral School for the Deaf | |||||||||||
| Canadian Charity | LSL Support - Services for Children | $31,250 | 4760 St Catherine Street West | Westmount | QU | CA | H3Z 1S5 | ||||
| The Moog Center for Deaf Education | |||||||||||
| 12300 South Forty Drive | St Louis | MO | 63141 | PC - 509(a)(1) | LSL Support - Services for Children | $462,600 | |||||
| New Orleans Oral School | |||||||||||
| 4000 West Esplanade Avenue | Metairie | LA | 70002 | PC - 509(a)(1) | LSL Support - Services for Children | $231,945 | |||||
| No Limits Theater Group | |||||||||||
| 9801 Washington Blvd 2nd Flr | Culver City | CA | 90232 | PC - 509(a)(1) | LSL Support - Mainstream Services | $100,000 | |||||
| Northern Voices | |||||||||||
| 1600 West County Road B | Roseville | MN | 551131714 | PC - 509(a)(1) | LSL Support - Services for Children | $283,821 | |||||
| Ohio Valley Voices | |||||||||||
| 6642 Branch Hill Guinea | Loveland | OH | 45140 | PC - 509(a)(1) | LSL Support - Services for Children | $316,806 | |||||
| OPTION Schools Inc | |||||||||||
| 11205 Wright Circle Suite 140 | Omaha | NE | 68144 | PC - 509(a)(2) | LSL Support - General | $66,360 | |||||
| Oralingua School for the Hearing Impaired Inc | |||||||||||
| 7056 South Washington Ave | Whittier | CA | 906021415 | PC - 509(a)(1) | LSL Support - Services for Children | $100,000 | |||||
| Presbyterian Ear Institute | |||||||||||
| 415 Cedar St SE | Albuquerque | NM | 87106 | PC - 509(a)(1) | LSL Support - Services for Children | $238,082 | |||||
| St Joseph Institute for the Deaf - Indianapolis | |||||||||||
| 1809 Clarkson Rd | St Louis | MO | 630175065 | PC - 509(a)(1) | LSL Support - Services for Children | $249,966 | |||||
| St Joseph Institute for the Deaf - St Louis | |||||||||||
| 1809 Clarkson Rd | St Louis | MO | 630175065 | PC - 509(a)(1) | LSL Support - Services for Children | $321,743 | |||||
| Smith College | |||||||||||
| Graduate Teacher Education Program | Northhampton | MA | 01063 | PC - 509(a)(1) | LSL Support - Professional Learning | $406,852 | |||||
| Training and Advocacy Group (TAG) | |||||||||||
| 11693 San Vicente Blvd 539 | Los Angeles | CA | 90049 | PC - 509(a)(1) | LSL Support - Mainstream Services | $123,106 | |||||
| Tucker-Maxon Oral School | |||||||||||
| 2860 SE Holgate Blvd | Portland | OR | 97202 | PC - 509(a)(1) | LSL Support - Services for Children | $414,629 | |||||
| University of Akron Foundation | |||||||||||
| 302 Buchtel Mall | Akron | OH | 44325 | PC - 509(a)(1) | LSL Support - Services for Children | $100,000 | |||||
| University of Central Florida Foundation Inc | |||||||||||
| 12424 Research Parkway Suite 250 | Orlando | FL | 32826 | PC - 509(a)(1) | LSL Support - Services for Children | $72,000 | |||||
| University of North Carolina at Chapel Hill | |||||||||||
| Division of Speech and Hearing Scie | Chapel Hill | NC | 275997190 | PC - 509(a)(1) | LSL Support - Professional Learning | $95,000 | |||||
| University of Southern Mississippi | |||||||||||
| 118 College Drive 5092 | Hattiesburg | MS | 394060001 | PC - 509(a)(1) | LSL Support - Professional Learning | $48,309 | |||||
| University of South Florida Inc | |||||||||||
| 4202 E Fowler Ave ALC100 | Tampa | FL | 336205455 | PC - 509(a)(1) | LSL Support - Services for Children | $74,932 | |||||
| Univ of TX Health Science Center at San Antonio | |||||||||||
| School of Health Professions 7703 | San Antonio | TX | 782293900 | PC - 509(a)(1) | LSL Support - Professional Learning | $99,750 | |||||
| Utah State University | |||||||||||
| 2880 Old Main Hill | Logan | UT | 84322 | PC - 509(a)(1) | LSL Support - Professional Learning | $448,733 | |||||
| Vanderbilt University Medical Center | |||||||||||
| 1215 21st Ave S 8310 Med Ctr E | Nashville | TN | 37232 | PC - 509(a)(1) | LSL Support - Professional Learning | $489,282 | |||||
| Washington University School of Medicine | |||||||||||
| 660 S Euclid Ave Campus Box 804 | St Louis | MO | 63110 | PC - 509(a)(1) | LSL Support - Professional Learning | $471,421 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 16297410 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (47 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AG Bell Assoc for the Deaf and Hard of Hearing | ||||||||||||
| 3417 Volta Place NW | Washington | DC | 200072778 | PC - 509(a)(2) | LSL Support - General | $2,313,415 | ||||||
| Atlanta Speech School | ||||||||||||
| 3160 Northside Parkway NW | Atlanta | GA | 30327 | PC - 509(a)(1) | LSL Support - Services for Children | $230,000 | ||||||
| Auditory Oral School of New York | ||||||||||||
| 3321 Avenue M | Brooklyn | NY | 11210 | PC - 509(a)(1) | LSL Support - Services for Children | $1,500,000 | ||||||
| Bergen County Special Services District | ||||||||||||
| 41 East Center Street | Midland Park | NJ | 07432 | PC - 509(a)(1) | LSL Support - Services for Children | $292,500 | ||||||
| Buffalo Hearing & Speech Center | ||||||||||||
| 50 E North Street | Buffalo | NY | 14203 | PC - 509(a)(1) | LSL Support - Services for Children | $87,500 | ||||||
| Carle Auditory Oral School | ||||||||||||
| 611 W Park Street | Urbana | IL | 61801 | PC - 509(a)(1) | LSL Support - Services for Children | $43,750 | ||||||
| CASTLE | ||||||||||||
| 5501 Fortunes Ridge Drive suite A | Durham | NC | 27713 | PC -509(A)(1) | General Support | $131,250 | ||||||
| CCHAT Sacramento | ||||||||||||
| 11100 Coloma Rd | Rancho Cordova | CA | 95670 | PC - 509(a)(1) | LSL Support - Services for Children | $587,500 | ||||||
| Child Aid | ||||||||||||
| 917 SW Oak St Suite 208 | Portland | OR | 97205 | PC - 509(a)(1) | LSL Support - Services for Children | $199,000 | ||||||
| Child's Voice | ||||||||||||
| 180 Hansen Court | Wood Dale | IL | 60191 | PC - 509(a)(1) | LSL Support - Services for Children | $725,000 | ||||||
| Clarke Schools for Hearing and Speech | ||||||||||||
| 47 Round Hill Road | Northhampton | MA | 010602199 | PC - 509(a)(1) | LSL Support - Services for Children | $2,360,000 | ||||||
| Desert Voices | ||||||||||||
| 3426 East Shea Blvd | Phoenix | AZ | 850283327 | PC - 509(a)(1) | LSL Support - Services for Children | $43,750 | ||||||
| Fontbonne University | ||||||||||||
| 6800 Wydown Blvd | St Louis | MO | 631053098 | PC - 509(a)(1) | LSL Support - Professional Learning | $253,308 | ||||||
| Foundation for Hearing Research | ||||||||||||
| 3518 Jefferson Ave | Redwood City | CA | 940623136 | PC - 509(a)(1) | LSL Support - Services for Children | $1,377,850 | ||||||
| Hands & Voices of Pennsylvania | ||||||||||||
| PO Box 15063 | Pittsburgh | PA | 15237 | PC - 509(a)(1) | LSL Support - Services for Children | $4,000 | ||||||
| Hands & Voices | ||||||||||||
| PO Box 15063 | Pittsburgh | PA | 15237 | PC - 509(a)(1) | LSL Support - Services for Children | $85,000 | ||||||
| HEAR in New Hampshire | ||||||||||||
| 1650 Elm Street Suite 303 | Manchester | NH | 03101 | PC - 509(a)(1) | LSL Support - Services for Children | $73,500 | ||||||
| Hear ME Now | ||||||||||||
| PO Box 896 | Portland | ME | 04104 | PC - 509(a)(1) | LSL Support - Services for Children | $112,500 | ||||||
| Hearts for Hearing | ||||||||||||
| 3525 N W 56th St Suite A-150 | Oklahoma City | OK | 73112 | PC - 509(a)(1) | LSL Support - Services for Children | $827,740 | ||||||
| HOPE School | ||||||||||||
| 310 N Riverpoint Blvd Box V | Spokane | WA | 99202 | PC - 509(a)(1) | LSL Support - Services for Children | $116,250 | ||||||
| LaSalle University | ||||||||||||
| 1900 West Olney Avenue | Philadelphia | PA | 19141 | PC - 509(a)(1) | LSL Support - Professional Learning | $17,600 | ||||||
| Listen and Talk | ||||||||||||
| 8610 8th Avenue NE | Seattle | WA | 98115 | PC - 509(a)(1) | LSL Support - Services for Children | $602,500 | ||||||
| Listen Foundation Inc | ||||||||||||
| 6950 E Belleview Ave Ste 203 | Greenwood Village | CO | 80120 | PC - 509(a)(1) | LSL Support - Services for Children | $75,000 | ||||||
| Magnolia Speech School for the Deaf | ||||||||||||
| 733 Flag Chapel Road | Jackson | MS | 39209 | PC - 509(a)(1) | LSL Support - Services for Children | $180,890 | ||||||
| Mayo Clinic | ||||||||||||
| 200 First Street SW | Rochester | MN | 55905 | PC - 509(a)(2) | Research | $250,000 | ||||||
| Memphis Oral School for the Deaf | ||||||||||||
| 7901 Poplar Ave | Germantown | TN | 38138 | PC - 509(a)(1) | LSL Support - Services for Children | $200,000 | ||||||
| Montreal Oral School for the Deaf Inc | ||||||||||||
| Canadian Charity | LSL Support - Services for Children | $26,250 | 4760 St Catherine Street West | Westmount | QU | CA | H3Z 1S5 | |||||
| New Orleans Oral School | ||||||||||||
| 4000 West Esplanade Avenue | Metairie | LA | 70002 | PC - 509(a)(1) | LSL Support - Services for Children | $157,500 | ||||||
| No Limits | ||||||||||||
| 9801 Washington Blvd 2nd Flr | Culver City | CA | 90232 | PC - 509(a)(1) | LSL Support - Mainstream Services | $100,000 | ||||||
| Northern Voices | ||||||||||||
| 1600 West County Road B | Roseville | MN | 551131714 | PC - 509(a)(1) | LSL Support - Services for Children | $325,000 | ||||||
| Ohio Valley Voices | ||||||||||||
| 6642 Branch Hill Guinea | Loveland | OH | 45140 | PC - 509(a)(1) | LSL Support - Services for Children | $369,800 | ||||||
| OPTION Schools Inc | ||||||||||||
| 11205 Wright Circle Suite 140 | Omaha | NE | 68144 | PC - 509(a)(2) | LSL Support - General | $33,783 | ||||||
| Presbyterian Ear Institute | ||||||||||||
| 415 Cedar St SE | Albuquerque | NM | 87106 | PC - 509(a)(1) | LSL Support - Services for Children | $275,000 | ||||||
| Smith College | ||||||||||||
| Graduate Teacher Education Program | Northhampton | MA | 01063 | PC - 509(a)(1) | LSL Support - Professional Learning | $609,700 | ||||||
| St Joseph Institute for the Deaf-Indianapolis | ||||||||||||
| 1809 Clarkson Rd | St Louis | MO | 630175065 | PC - 509(a)(1) | LSL Support - Services for Children | $291,066 | ||||||
| St Joseph Institute for the Deaf | ||||||||||||
| 1809 Clarkson Rd | St Louis | MO | 630175065 | PC - 509(a)(1) | LSL Support - Services for Children | $456,250 | ||||||
| TAG Training and Advocacy Group | ||||||||||||
| 11693 San Vicente Blvd 539 | Los Angeles | CA | 90049 | PC - 509(a)(1) | LSL Support - Mainstream Services | $42,315 | ||||||
| The Children's Hospital of Philadelphia (CHOP) | ||||||||||||
| 34th St and Civic Center Blvd | Philadelphia | PA | 19104 | PC - 509(a)(1) | LSL Support - Services for Children | $160,121 | ||||||
| The Moog Center for Deaf Education | ||||||||||||
| 12300 South Forty Drive | St Louis | MO | 63141 | PC - 509(a)(1) | LSL Support - Services for Children | $487,500 | ||||||
| The Tucker-Maxon Oral School | ||||||||||||
| 2860 SE Holgate Blvd | Portland | OR | 97202 | PC - 509(a)(1) | LSL Support - Services for Children | $306,250 | ||||||
| University of Akron Foundation | ||||||||||||
| 302 Buchtel Mall | Akron | OH | 44325 | PC - 509(a)(1) | LSL Support - Services for Children | $50,000 | ||||||
| University of South Florida Foundation Inc | ||||||||||||
| 4202 E Fowler Ave ALC100 | Tampa | FL | 336205455 | PC - 509(a)(1) | LSL Support - Services for Children | $37,466 | ||||||
| University of Southern California | ||||||||||||
| 1520 San Pablo St suite 4600 | Los Angeles | CA | 900039411 | PC - 509(a)(1) | LSL Support - Professional Learning | $298,560 | ||||||
| Univ of TX Health Science Center at San Antonio | ||||||||||||
| School of Health Professions 7703 | San Antonio | TX | 782293900 | PC - 509(a)(1) | LSL Support - Professional Learning | $79,800 | ||||||
| Utah State University | ||||||||||||
| 2880 Old Main Hill | Logan | UT | 84322 | PC - 509(a)(1) | LSL Support - Professional Learning | $508,224 | ||||||
| Vanderbilt University Medical Center | ||||||||||||
| 1215 21st Ave S 8310 Med Ctr E | Nashville | TN | 37232 | PC - 509(a)(1) | LSL Support - Professional Learning | $465,159 | south tower | |||||
| Washington University School of Medicine | ||||||||||||
| 660 S Euclid Ave Campus Box 804 | St Louis | MO | 63110 | PC - 509(a)(1) | LSL Support - Professional Learning | $648,398 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 18417945 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,986,729 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $37,984,324 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed (3 entries)
| DescriptionDescription | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|---|
| PREVIOUS GRANTS RETURNED TO FOUNDATION | 221124 | ||
| LITIGATION PROCEEDS | 01 | $12,024 | |
| FROM PARTNERSHIPS | 01 | $42,545 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $42,025,622 | ExclusionAmount |
| Related Or Exempt Function Income | 221124 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 42246746 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumber |
| Relationship Statement | GRANTS THAT HAVE BEEN RETURNED TO THE FOUNDATION FOR A VARIETY OF ACCEPTABLE REASONS. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | MILDRED L OBERKOTTER | 1600 MARKET STREET STE 1600 | PHILADELPHIA | PA | 19103 | 2493842 | X | X |
| 2 | MILDRED L OBERKOTTER | 1600 MARKET STREET STE 3600 | PHILADELPHIA | PA | 19103 | 2500334 | X | X |
| 3 | MILDRED L OBERKOTTER | 1600 MARKET STREET STE 1600 | PHILADELPHIA | PA | 19103 | 1999234 | X | X |
| 4 | MILDRED L OBERKOTTER | 1600 MARKET STREET STE 1600 | PHILADELPHIA | PA | 19103 | 675000 | X | |
| 5 | MILDRED L OBERKOTTER | 1600 MARKET STREET STE 1600 | PHILADELPHIA | PA | 19103 | 2299806 | X | X |
Noncash Property NoncashProperty (4 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 30,300 shs UPS Cl B | 2493842 | 2013-01-28 |
| 2 | 29,704 shs UPS Cl B | 2500334 | 2013-02-19 |
| 3 | 23,782 shs UPS Cl B | 1999234 | 2013-03-22 |
| 5 | 27,047 shs UPS Cl B | 2299806 | 2013-04-25 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $47,436 | Amount |
| Disbursements Charitable Prps | 47436 | DisbursementsCharitablePrps |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DURING THE FISCAL YEAR, THE OBERKOTTER FOUNDATION FORMED A SINGLE MEMBER LLC IN DELAWARE TO HOUSE THE FOUNDATION'S ACTIVITIES TO SUPPORT LISTENING AND SPOKEN LANGUAGE LEARNING OPPORTUNITIES FOR PROFESSIONALS WORKING WITH CHILDREN WHO ARE DEAF OR HARD OF HEARING AND THEIR FAMILIES. CURRENTLY KNOWN AS THE "PROFESSIONAL LEARNING CENTER, LLC" UNTIL BRANDING IS COMPLETE, THE CENTER WILL DELIVER A COMPREHENSIVE SYSTEM OF PROFESSIONAL PREPARATION AND ONGOING LEARNING AND SUPPORT TO PROFESSIONALS USING LISTENING AND SPOKEN LANGUAGE SKILLS AND KNOWLEDGE TO TEACH CHILDREN WHO ARE DEAF OR HARD OF HEARING. THE CENTER WILL INCORPORATE 21ST CENTURY TOOLS, TECHNIQUES AND PRACTICES INCLUDING PRE- AND IN-SERVICE ONLINE LEARNING AND TECHNOLOGY-ENABLED COACHING AND MENTORING. COMMUNIITIES OF PRACTICE WILL BE A PARTICULAR FOCUS OF THE CENTER AND WILL BE DEVELOPED AND SUPPORTED IN DIFFERENT WAYS. ALL EXPENSES ASSOCIATED WITH THE ADMINISTRATION OF THE CENTER ARE INCLUDED ON THIS RETURN AS PART OF THE FOUNDATION'S OVERALL BUDGET. | Explanation |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Amy Newnam | PersonName |
| Explanation | * THE EXECUTIVE DIRECTOR (BRUCE ROSENFIELD) AND THE ASSOCIATE EXECUTIVE DIRECTOR (AMY 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 OF 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. | Explanation |
Depreciation Schedule DepreciationSchedule
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Employee Name | ROSANNE DIMARTINO | EmployeeName |
| Explanation | * THE FOUNDATION LEASES THE FOLLOWING EMPLOYEES FROM THE FOUNDATION FOR HEARING RESEARCH ORGANIZATION: KATHY SUSSMAN AND JOY KEARNS. The foundation pays its share of the compensation and related expenses, as applicable, for each individual and FOUNDATION FOR HEARING RESEARCH assumes the appropriate payroll responsibilities. ** 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. | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BROWN BROTHERS HARRIMAN-ATT 19 | 54336217 | 93921062 |
| HAVERFORD TRUST CO-ATTACHMT 19 | 26067370 | 41793861 |
| GOLDMAN SACHS-ATTACHMENT 19 | 10401249 | 13043776 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| LEGAL AND ADMINISTRATIVE | $21,700 | 10850 | 10850 |
| SUPPORT FEES |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UPS STOCK - DIFFERENCE IN FMV AND COST | $9,167,378 |
| GAINS AND LOSS FROM PASS THROUGHS | $1,220,346 |
| INCOME FROM PASS THROUGHS | $42,545 |
| DIVIDENDS AND INTEREST FROM PASS THROUGH | $338,422 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| COMPUTER RELATED EXPENSES | 30475 | 30475 | |
| INSURANCE | 44489 | 44489 | |
| BANK FEES | 130 | 130 | |
| OFFICE SUPPLIES | 2244 | 2244 | |
| STATE REGISTRATION | 15 | 15 | |
| INVESTMENT EXPENSES | 95600 | 95600 | |
| MISCELLANEOUS EXPENSES | 663 | 663 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PREVIOUS GRANTS RETURNED TO FOUNDATION | 221124 | |
| litigation proceeds | 12024 | 12024 |
| From Partnerships | 42545 | 42545 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXPENSES/FEES - PASS THROUGH AMOUNTS | Description |
| Amount | $125,409 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OUTSTANDING CHECKS | Description |
| BOY Book Value | 185814 | BOYBookValue |
| EOY Book Value | 1799719 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (4 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| FILMS, MATERIALS & PR | $344,929 | 344929 | |
| FOUNDATION ADMINISTRATION | $133,313 | 133313 | |
| PROFESSIONAL LEARNING CONSLTS | $635,502 | 635502 | |
| INVESTMENT MANAGEMENT | $365,002 | 365002 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL EXCISE TAX | $375,000 | |
| FOREIGN TAXES ON DIVIDENDS | $18,876 | 18876 |
Comments