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509(a)(2) LSL Support - General 1400032 Atlanta Speech School 3160 Northside Parkway NW Atlanta GA 30327 PC - 509(a)(1) LSL Support - Services for Children 150000 Auditory-Oral School of New York 3321 Avenue M Brooklyn NY 11210 PC - 509(a)(1) LSL Support - Services for Children 875000 Buffalo Hearing and Speech Center 50 E North Street Buffalo NY 14203 PC - 509(a)(1) LSL Support - Services for Children 70000 The Carle Foundation 611 W Park Street Urbana IL 61801 PC - 509(a)(1) LSL Support - Services for Children 75000 Childaid - CORAL 917 SW Oak St Suite 208 Portland OR 97205 PC - 509(a)(1) LSL Support - Services for Children 59000 Child's Voice 180 Hansen Court Wood Dale IL 60191 PC - 509(a)(1) LSL Support - Services for Children 650000 Children's Hospital of Philadelphia 34th St and Civic Center Blvd Philadelphia PA 19104 PC - 509(a)(1) LSL Support - Services for Children 542710 Clarke School for the Deaf 47 Round Hill Road Northhampton MA 010602199 PC - 509(a)(1) LSL Support - Services for Children 2832805 Desert Voices 3426 East Shea Blvd Phoenix AZ 850283327 PC - 509(a)(1) LSL Support - Services for Children 107500 Fontbonne University 6800 Wydown Blvd St Louis MO 631053098 PC - 509(a)(1) LSL Support - Professional Learning 532862 Jean W Peninsula Oral School for the Deaf 3518 Jefferson Ave Redwood City CA 94062 PC - 509(a)(1) LSL Support - Services for Children 769438 CCHAT Center Sacramento 3518 Jefferson Ave Redwood City CA 94062 PC - 509(a)(1) LSL Support - Organizational Capacity Building 650000 Hands and Voices of Pennsylvania PO Box 15063 Pittsburgh PA 15237 PC - 509(a)(1) LSL Support - Services for Children 8000 HEAR in New Hampshire 1650 Elm Street Suite 303 Manchester NH 03101 PC - 509(a)(1) LSL Support - Services for Children 100845 Hear ME Now PO Box 896 Portland ME 04104 PC - 509(a)(1) LSL Support - Services for Children 187551 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 285000 HOPE School 310 N Riverpoint Blvd Box V Spokane WA 99202 PC - 509(a)(1) LSL Support - Services for Children 116250 John Tracy Clinic 806 W Adams Blvd Los Angeles CA 900072505 PC - 509(a)(1) LSL Support - Services for Children 12000 LaSalle University 1900 West Olney Avenue Philadelphia PA 19141 PC - 509(a)(1) LSL Support - Professional Learning 52800 Listen and Talk 8610 8th Avenue NE Seattle WA 98115 PC - 509(a)(1) LSL Support - Services for Children 678446 Listen Foundation Inc 6950 E Belleview Ave Ste 203 Greenwood Village CO 80120 PC - 509(a)(1) LSL Support - Services for Children 25000 Magnolia Speech School for the Deaf 733 Flag Chapel Road Jackson MS 39209 PC - 509(a)(1) LSL Support - Services for Children 331780 Mayo Clinic 200 First Street SW Rochester MN 55905 PC - 509(a)(2) Research 98406 Castle 5501 Fortunes ridge drive suite a durham NC 27713 PC - 509(a)(1) LSL Support - Services for Children 165398 Memphis Oral School for the Deaf 7901 Poplar Ave Germantown TN 38138 PC - 509(a)(1) LSL Support - Services for Children 275000 Montreal Oral School for the Deaf 4760 St Catherine Street West Westmount QU CA H3Z 1S5 Canadian Charity LSL Support - Services for Children 31250 The Moog Center for Deaf Education 12300 South Forty Drive St Louis MO 63141 PC - 509(a)(1) LSL Support - Services for Children 462600 New Orleans Oral School 4000 West Esplanade Avenue Metairie LA 70002 PC - 509(a)(1) LSL Support - Services for Children 231945 No Limits Theater Group 9801 Washington Blvd 2nd Flr Culver City CA 90232 PC - 509(a)(1) LSL Support - Mainstream Services 100000 Northern Voices 1600 West County Road B Roseville MN 551131714 PC - 509(a)(1) LSL Support - Services for Children 283821 Ohio Valley Voices 6642 Branch Hill Guinea Loveland OH 45140 PC - 509(a)(1) LSL Support - Services for Children 316806 OPTION Schools Inc 11205 Wright Circle Suite 140 Omaha NE 68144 PC - 509(a)(2) LSL Support - General 66360 Oralingua School for the Hearing Impaired Inc 7056 South Washington Ave Whittier CA 906021415 PC - 509(a)(1) LSL Support - Services for Children 100000 Presbyterian Ear Institute 415 Cedar St SE Albuquerque NM 87106 PC - 509(a)(1) LSL Support - Services for Children 238082 St Joseph Institute for the Deaf - Indianapolis 1809 Clarkson Rd St Louis MO 630175065 PC - 509(a)(1) LSL Support - Services for Children 249966 St Joseph Institute for the Deaf - St Louis 1809 Clarkson Rd St Louis MO 630175065 PC - 509(a)(1) LSL Support - Services for Children 321743 Smith College Graduate Teacher Education Program Northhampton MA 01063 PC - 509(a)(1) LSL Support - Professional Learning 406852 Training and Advocacy Group (TAG) 11693 San Vicente Blvd 539 Los Angeles CA 90049 PC - 509(a)(1) LSL Support - Mainstream Services 123106 Tucker-Maxon Oral School 2860 SE Holgate Blvd Portland OR 97202 PC - 509(a)(1) LSL Support - Services for Children 414629 University of Akron Foundation 302 Buchtel Mall Akron OH 44325 PC - 509(a)(1) LSL Support - Services for Children 100000 University of Central Florida Foundation Inc 12424 Research Parkway Suite 250 Orlando FL 32826 PC - 509(a)(1) LSL Support - Services for Children 72000 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 95000 University of Southern Mississippi 118 College Drive 5092 Hattiesburg MS 394060001 PC - 509(a)(1) LSL Support - Professional Learning 48309 University of South Florida Inc 4202 E Fowler Ave ALC100 Tampa FL 336205455 PC - 509(a)(1) LSL Support - Services for Children 74932 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 99750 Utah State University 2880 Old Main Hill Logan UT 84322 PC - 509(a)(1) LSL Support - Professional Learning 448733 Vanderbilt University Medical Center 1215 21st Ave S 8310 Med Ctr E Nashville TN 37232 PC - 509(a)(1) LSL Support - Professional Learning 489282 Washington University School of Medicine 660 S Euclid Ave Campus Box 804 St Louis MO 63110 PC - 509(a)(1) LSL Support - Professional Learning 471421 16297410 AG Bell Assoc for the Deaf and Hard of Hearing 3417 Volta Place NW Washington DC 200072778 PC - 509(a)(2) LSL Support - General 2313415 Atlanta Speech School 3160 Northside Parkway NW Atlanta GA 30327 PC - 509(a)(1) LSL Support - Services for Children 230000 Auditory Oral School of New York 3321 Avenue M Brooklyn NY 11210 PC - 509(a)(1) LSL Support - Services for Children 1500000 Bergen County Special Services District 41 East Center Street Midland Park NJ 07432 PC - 509(a)(1) LSL Support - Services for Children 292500 Buffalo Hearing & Speech Center 50 E North Street Buffalo NY 14203 PC - 509(a)(1) LSL Support - Services for Children 87500 Carle Auditory Oral School 611 W Park Street Urbana IL 61801 PC - 509(a)(1) LSL Support - Services for Children 43750 CASTLE 5501 Fortunes Ridge Drive suite A Durham NC 27713 PC -509(A)(1) General Support 131250 CCHAT Sacramento 11100 Coloma Rd Rancho Cordova CA 95670 PC - 509(a)(1) LSL Support - Services for Children 587500 Child Aid 917 SW Oak St Suite 208 Portland OR 97205 PC - 509(a)(1) LSL Support - Services for Children 199000 Child's Voice 180 Hansen Court Wood Dale IL 60191 PC - 509(a)(1) LSL Support - Services for Children 725000 Clarke Schools for Hearing and Speech 47 Round Hill Road Northhampton MA 010602199 PC - 509(a)(1) LSL Support - Services for Children 2360000 Desert Voices 3426 East Shea Blvd Phoenix AZ 850283327 PC - 509(a)(1) LSL Support - Services for Children 43750 Fontbonne University 6800 Wydown Blvd St Louis MO 631053098 PC - 509(a)(1) LSL Support - Professional Learning 253308 Foundation for Hearing Research 3518 Jefferson Ave Redwood City CA 940623136 PC - 509(a)(1) LSL Support - Services for Children 1377850 Hands & Voices of Pennsylvania PO Box 15063 Pittsburgh PA 15237 PC - 509(a)(1) LSL Support - Services for Children 4000 Hands & Voices PO Box 15063 Pittsburgh PA 15237 PC - 509(a)(1) LSL Support - Services for Children 85000 HEAR in New Hampshire 1650 Elm Street Suite 303 Manchester NH 03101 PC - 509(a)(1) LSL Support - Services for Children 73500 Hear ME Now PO Box 896 Portland ME 04104 PC - 509(a)(1) LSL Support - Services for Children 112500 Hearts for Hearing 3525 N W 56th St Suite A-150 Oklahoma City OK 73112 PC - 509(a)(1) LSL Support - Services for Children 827740 HOPE School 310 N Riverpoint Blvd Box V Spokane WA 99202 PC - 509(a)(1) LSL Support - Services for Children 116250 LaSalle University 1900 West Olney Avenue Philadelphia PA 19141 PC - 509(a)(1) LSL Support - Professional Learning 17600 Listen and Talk 8610 8th Avenue NE Seattle WA 98115 PC - 509(a)(1) LSL Support - Services for Children 602500 Listen Foundation Inc 6950 E Belleview Ave Ste 203 Greenwood Village CO 80120 PC - 509(a)(1) LSL Support - Services for Children 75000 Magnolia Speech School for the Deaf 733 Flag Chapel Road Jackson MS 39209 PC - 509(a)(1) LSL Support - Services for Children 180890 Mayo Clinic 200 First Street SW Rochester MN 55905 PC - 509(a)(2) Research 250000 Memphis Oral School for the Deaf 7901 Poplar Ave Germantown TN 38138 PC - 509(a)(1) LSL Support - Services for Children 200000 Montreal Oral School for the Deaf Inc 4760 St Catherine Street West Westmount QU CA H3Z 1S5 Canadian Charity LSL Support - Services for Children 26250 New Orleans Oral School 4000 West Esplanade Avenue Metairie LA 70002 PC - 509(a)(1) LSL Support - Services for Children 157500 No Limits 9801 Washington Blvd 2nd Flr Culver City CA 90232 PC - 509(a)(1) LSL Support - Mainstream Services 100000 Northern Voices 1600 West County Road B Roseville MN 551131714 PC - 509(a)(1) LSL Support - Services for Children 325000 Ohio Valley Voices 6642 Branch Hill Guinea Loveland OH 45140 PC - 509(a)(1) LSL Support - Services for Children 369800 OPTION Schools Inc 11205 Wright Circle Suite 140 Omaha NE 68144 PC - 509(a)(2) LSL Support - General 33783 Presbyterian Ear Institute 415 Cedar St SE Albuquerque NM 87106 PC - 509(a)(1) LSL Support - Services for Children 275000 Smith College Graduate Teacher Education Program Northhampton MA 01063 PC - 509(a)(1) LSL Support - Professional Learning 609700 St Joseph Institute for the Deaf-Indianapolis 1809 Clarkson Rd St Louis MO 630175065 PC - 509(a)(1) LSL Support - Services for Children 291066 St Joseph Institute for the Deaf 1809 Clarkson Rd St Louis MO 630175065 PC - 509(a)(1) LSL Support - Services for Children 456250 TAG Training and Advocacy Group 11693 San Vicente Blvd 539 Los Angeles CA 90049 PC - 509(a)(1) LSL Support - Mainstream Services 42315 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 160121 The Moog Center for Deaf Education 12300 South Forty Drive St Louis MO 63141 PC - 509(a)(1) LSL Support - Services for Children 487500 The Tucker-Maxon Oral School 2860 SE Holgate Blvd Portland OR 97202 PC - 509(a)(1) LSL Support - Services for Children 306250 University of Akron Foundation 302 Buchtel Mall Akron OH 44325 PC - 509(a)(1) LSL Support - Services for Children 50000 University of South Florida Foundation Inc 4202 E Fowler Ave ALC100 Tampa FL 336205455 PC - 509(a)(1) LSL Support - Services for Children 37466 University of Southern California 1520 San Pablo St suite 4600 Los Angeles CA 900039411 PC - 509(a)(1) LSL Support - Professional Learning 298560 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 79800 Utah State University 2880 Old Main Hill Logan UT 84322 PC - 509(a)(1) LSL Support - Professional Learning 508224 Vanderbilt University Medical Center 1215 21st Ave S 8310 Med Ctr E south tower Nashville TN 37232 PC - 509(a)(1) LSL Support - Professional Learning 465159 Washington University School of Medicine 660 S Euclid Ave Campus Box 804 St Louis MO 63110 PC - 509(a)(1) LSL Support - Professional Learning 648398 18417945 14 3986729 18 37984324 PREVIOUS GRANTS RETURNED TO FOUNDATION 221124 LITIGATION PROCEEDS 01 12024 FROM PARTNERSHIPS 01 42545 42025622 221124 42246746 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 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 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 47436 47436 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. Amy Newnam * 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. ROSANNE DIMARTINO * 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. BROWN BROTHERS HARRIMAN-ATT 19 54336217 93921062 HAVERFORD TRUST CO-ATTACHMT 19 26067370 41793861 GOLDMAN SACHS-ATTACHMENT 19 10401249 13043776 LEGAL AND ADMINISTRATIVE 21700 10850 10850 SUPPORT FEES UPS STOCK - DIFFERENCE IN FMV AND COST 9167378 GAINS AND LOSS FROM PASS THROUGHS 1220346 INCOME FROM PASS THROUGHS 42545 DIVIDENDS AND INTEREST FROM PASS THROUGH 338422 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 PREVIOUS GRANTS RETURNED TO FOUNDATION 221124 litigation proceeds 12024 12024 From Partnerships 42545 42545 EXPENSES/FEES - PASS THROUGH AMOUNTS 125409 OUTSTANDING CHECKS 185814 1799719 FILMS, MATERIALS & PR 344929 344929 FOUNDATION ADMINISTRATION 133313 133313 PROFESSIONAL LEARNING CONSLTS 635502 635502 INVESTMENT MANAGEMENT 365002 365002 FEDERAL EXCISE TAX 375000 FOREIGN TAXES ON DIVIDENDS 18876 18876