OBERKOTTER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OBERKOTTER FOUNDATION (EIN 23-2686151)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-04-10
- IRS object ID
- 202041019349100109
- Schema version
- 2018v3.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-10T11:48:53-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | 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 | 2018-12-01 | 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 |
| Phone | 2157512601 | PhoneNum |
| Signature | 2020-04-08 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.233.84.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 23695320201015000014 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-04-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7436F4B0685F3F8E14F212202952A276B0B489BB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 560A5221E85C69B18852755D46CE5F4776D286E5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $171,194,615 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,390,674 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $375,022 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $375,022 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,496,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,075,212 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,941,084 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,586,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,866,404 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $108,802 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$230,872 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,311,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,085,766 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $981,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $69,150 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $912,350 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,201,033 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,201,033 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $243,269 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,631 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $238,638 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,455 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $29,455 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $159,231 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,569 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $127,663 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,641,119 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $407,268 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,254,284 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,383 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,357 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $89,165 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $89,165 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $253,668 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $253,668 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $525,300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $525,300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,125,397 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $541,001 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,631,556 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,314,143 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,314,143 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,439,540 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $541,001 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,945,699 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,872,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,544,765 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $772,221 | CashEOYAmt |
| Cash EOYFMV | $772,221 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $27,761,931 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,489,462 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,489,462 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $78,061,086 | CorporateStockBOYAmt |
| Corporate Stock EOY | $83,384,694 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $148,926,930 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,189 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,615 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,932 | LandBOYAmt |
| Land EOY | $1,574 | LandEOYAmt |
| Land EOYFMV | $1,574 | LandEOYFMVAmt |
| Other Assets BOY | $4,428 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,428 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,428 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $105,830,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,652,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $171,194,615 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,718 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,718 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $105,830,377 | CapitalStockBOYAmt |
| Capital Stock EOY | $105,646,661 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $105,830,377 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $105,646,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $105,830,377 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,652,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $105,830,377 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,872,067 | ExcessRevenueOverExpensesAmt |
| Subtotal | $107,702,444 | SubtotalAmt |
| Other Decreases | $2,055,783 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $105,646,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| L GS TACS ENHANCED DIV US LC | $35,027 | |||
| 1818 PARTNERS LP | $1,147,274 | |||
| SPRUCEGROVE NON US EQUITY | -$37,797 | |||
| DYNAMIC EQUITY MGRS PORTFOLIO | $197,382 | |||
| CONTINUUM PARTNERS, L.P. | $104,599 | |||
| BBH SELECT EQUITY | $405,461 | |||
| BBH BURGUNDY | -$3,187 | |||
| WELLINGTON (FKA VONTOBEL) | $34,138 | |||
| VINTAGE V OFFSHORE LP | $42,422 | |||
| BROWN BROTHERS HARRIMAN & CO | $4,038,395 | $15,507,579 | $11,469,184 | $4,038,395 |
| GOLDMAN SACHS | $2,581,473 | $9,956,339 | $7,374,866 | $2,581,473 |
| HAVERFORD TRUST COMPANY | $80,641 | $34,882,154 | $34,801,513 | $80,641 |
| BBH CAPITAL GAIN DISTRIBUTIONS | $193,033 | $193,033 | $0 | $193,033 |
| GS CAPITAL GAIN DISTRIBUTIONS | $47,543 | $47,543 | $0 | $47,543 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,866,404 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,652,483 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $164,026,528 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.095427 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,280,035 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $155,643,440 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078899 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,669,504 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $147,644,122 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085811 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,268,772 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $159,319,399 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083284 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,329,070 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $162,975,508 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07565 | DistributionYr5Rt |
| Total Distribution | 0.419071 | TotalDistributionRt |
| Average Distribution | 0.083814 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $158,628,151 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,295,260 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $115,448 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,410,708 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,945,699 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $115,448 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $115,448 | SubtotalAmt |
| Tax Based On Investment Income | $115,448 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $262,884 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $262,884 | TotalPaymentsAndCreditsAmt |
| Overpayment | $147,436 | OverpaymentAmt |
| Applied To ES Tax | $147,436 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Mildred L Oberkotter | ||||||||
| 1600 MARKET STREET | PHILADELPHIA | PA | 191037286 | TRUSTEE | 10.0 | $0 | $0 | $0 |
| Bruce Rosenfield | ||||||||
| 1600 MARKET STREET | PHILADELPHIA | PA | 191037286 | TRUSTEE & EXECUTIVE DIRECTOR | 25.0 | $400,000 | $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 | $241,500 | $27,928 | $18,383 |
| Teresa Caraway | ||||||||
| 1600 MARKET STREET | PHILADELPHIA | PA | 191037286 | CEO, HEARING FIRST | 40.0 | $290,000 | $14,506 | $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 |
|---|---|---|---|---|---|---|---|---|
| LUKE DAVIDSON | ||||||||
| 1600 MARKET ST | PHILADELPHIA | PA | 19103 | WEB DVLMT DIR,HF | 40.0 | $163,752 | $11,129 | $0 |
| WENDELYN DEMOSS | ||||||||
| 1600 MARKET ST | PHILADELPHIA | PA | 19103 | PROGRAMS OFFICER HF | 40.0 | $162,754 | $0 | $0 |
| LYNN WOOD | ||||||||
| 1600 MARKET ST | PHILADELPHIA | PA | 19103 | PROGRAMS LEADER, HF | 40.0 | $127,702 | $8,916 | $0 |
| JENNIFER RANSLEY | ||||||||
| 1600 MARKET ST | PHILADELPHIA | PA | 19103 | PLANNING LEADER, HF | 40.0 | $100,771 | $6,595 | $0 |
| MARJORIE EDWARDS | ||||||||
| 1600 MARKET ST | PHILADELPHIA | PA | 19103 | PROGRAM LEADER, HF | 40.0 | $96,771 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Fivestone | |||||
| 390 Fifth ave ste 803 | NEW YORK | NY | 10018 | Marketing & Communic | $1,315,231 |
| Arabella Advisors LLC | |||||
| 1201 Connecticut Ave NW Suite 30 | WASHINGTON | DC | 20036 | PHILANTHROPY CONSULT | $334,000 |
| Brown Brothers Harriman & Co | |||||
| One Logan Square 14th Floor | PHILADELPHIA | PA | 19103 | Investment Advisor | $165,980 |
| Haverford Trust Company | |||||
| 3 Radnor Corporate Center Ste 450 | RADNOR | PA | 19087 | Investment Advisor | $152,852 |
| Kaleidoscope Training and Consulting | |||||
| 2570 Harris Road | PALMYRA | NY | 14522 | e-Learning Consult. | $144,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT FOR LISTENING AND SPOKEN LANGUAGE SERVICES TO CHILDREN AND FAMILIES (SEE ATTACHMENT) | Description1Txt |
| Expenses1 | $8,727,562 | Expenses1Amt |
| Description2 | SUPPORTING FAMILIES TO IMPROVE OUTCOMES FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING THROUGH LISTENING AND SPOKEN LANGUAGE THROUGH HEARING FIRST (SEE ATTACHMENT) | Description2Txt |
| Expenses2 | $3,941,981 | 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 | $136,092,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,951,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $161,043,808 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $161,043,808 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,415,657 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $158,628,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,931,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,931,408 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $115,448 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $115,448 | TotalTaxAmt |
| Distributable Before Adj | $7,815,960 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,815,960 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,815,960 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,945,699 | 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 | $13,945,699 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $115,448 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,830,251 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,815,960 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,449,495 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,490,296 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,498,852 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,819,548 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,798,571 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,056,762 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,945,699 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $7,815,960 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,129,739 | RemainingDistriFromCorpusAmt |
| Total Corpus | $34,186,501 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $6,390,674 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov To Next Yr | $27,795,827 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,549,117 | ExcessFromYear4Amt |
| Excess From Year3 | $5,498,852 | ExcessFromYear3Amt |
| Excess From Year2 | $4,819,548 | ExcessFromYear2Amt |
| Excess From Year1 | $7,798,571 | ExcessFromYear1Amt |
| Excess From Current Year | $6,129,739 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A G Bell Assco for the Deaf and Hard of Hearing | |||||||
| 3417 Volta Place NW | Washington | DC | 200072778 | N/A | PC | LSL Support -- Children and Families | $1,450,000 |
| Atlanta Speech School | |||||||
| 3160 Northside Parkway NW | Atlanta | GA | 30327 | N/A | PC | LSL Support -- Children and Families | $175,000 |
| Auditory-Verbal Center Inc | |||||||
| 1901 Century Blvd Suite 20 | Atlanta | GA | 30345 | N/A | PC | LSL Support -- Children and Families | $50,000 |
| Callier Center for Communication Disorders | |||||||
| 1966 Inwood ROAD | Dallas | TX | 75235 | N/A | PC | LSL Support -- Children and Families | $200,000 |
| CCHAT Center - Sacramento | |||||||
| 11100 Coloma Road | Rancho Cordova | CA | 95670 | N/A | PC | LSL Support -- Children and Families | $337,000 |
| Center for Hearing and Communication | |||||||
| 50 Broadway 6th Floor | New York | NY | 10004 | N/A | PC | LSL Support -- Children and Families | $84,571 |
| Center for Hearing and Speech | |||||||
| 3636 West Dallas Street | Houston | TX | 77019 | N/A | PC | LSL Support -- Children and Families | $25,000 |
| Child's Voice | |||||||
| 180 Hansen Court | Wood Dale | IL | 60191 | N/A | PC | LSL Support -- Children and Families | $355,000 |
| Clarke Schools for Hearing and Speech | |||||||
| 45 Round Hill Road | Northampton | MA | 01060 | N/A | PC | LSL Support -- Children and Families | $376,286 |
| Columbia University Medical Center | |||||||
| 180 Fort Washington Avenue HP7 | New York | NY | 10032 | N/A | PC | LSL Support -- Children and Families | $92,872 |
| Cook Children's Health Foundation | |||||||
| 801 7th Avenue | Fort Worth | TX | 76104 | N/A | PC | LSL Support -- Children and Families | $299,295 |
| Foundation for Hearing Research Inc - Weingarten | |||||||
| 3518 Jefferson Avenue | Redwood City | CA | 94062 | N/A | PC | LSL Support -- Children and Families | $230,350 |
| Hands & Voices | |||||||
| PO Box 3093 | Boulder | CO | 80307 | N/A | PC | LSL Support -- Children and Families | $50,000 |
| Haskins Laboratories Inc | |||||||
| 300 George Street Suite 900 | New Haven | CT | 06511 | N/A | PC | Research | $318,631 |
| Hear ME Now | |||||||
| PO Box 896 | Portland | ME | 04104 | N/A | PC | LSL Support -- Children and Families | $237,161 |
| Hearts for Hearing | |||||||
| 11500 N Portland | Oklahoma City | OK | 73120 | N/A | PC | LSL Support -- Children and Families | $776,169 |
| Idaho State University | |||||||
| 921 S 8th Ave STOP 8046 | Pocatello | ID | 832098046 | N/A | PC | LSL Support -- Children and Families | $147,387 |
| ISDH Healthy Hoosiers Foundation (HHF) | |||||||
| 2 North Meridian St | Indianapolis | IN | 46204 | N/A | SO I | LSL Support -- Children and Families | $34,250 |
| Lexington Hearing & Speech Center | |||||||
| 350 Henry Clay Blvd | Lexington | KY | 40502 | N/A | PC | LSL Support -- Children and Families | $75,000 |
| Listen and Talk | |||||||
| 8610 8th Avenue NE | Seattle | WA | 98115 | N/A | PC | LSL Support -- Children and Families | $905,000 |
| Listen Foundation Inc | |||||||
| 6950 E Belleview Ave Ste 203 | Greenwood Village | CO | 80120 | N/A | PC | LSL Support -- Children and Families | $50,000 |
| Mayo Clinic RochesterDivision of Gastroenterology | |||||||
| 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 | $75,000 |
| St Joseph Institute for the Deaf | |||||||
| 9192 Waldemar Road | Indianapolis | IN | 46268 | N/A | PC | LSL Support -- Children and Families | $67,481 |
| The CARE Project | |||||||
| 716 Staley Court | Raleigh | NC | 27609 | N/A | PC | LSL Support -- Children and Families | $100,000 |
| The Children's Cochlear Implant Center at UNC | |||||||
| 5501 Fortunes Ridge Drive Suite A | Durham | NC | 27713 | N/A | PC | LSL Support -- Children and Families | $98,500 |
| The Moog Center for Deaf Education | |||||||
| 12300 South Forty Drive | St Louis | MO | 63141 | N/A | PC | LSL Support -- Children and Families | $756,380 |
| The New York and Presbyterian Hospital | |||||||
| 850 Third Avenue 12th Floor | New York | NY | 10022 | N/A | PC | LSL Support -- Children and Families | $300,000 |
| Treehouse Project | |||||||
| 1806B NW 32nd Avenue | Portland | OR | 97210 | N/A | PC | LSL Support -- Children and Families | $220,000 |
| Tucker Maxon School | |||||||
| 2860 SE Holgate Boulevard | Portland | OR | 97202 | N/A | PC | LSL Support -- Children and Families | $36,386 |
| University of Vermont Medical Center Inc | |||||||
| 128 Lakeside Ave Suite 106 | Burlington | VT | 05401 | N/A | PC | LSL Support -- Children and Families | $45,044 |
| Utah State University | |||||||
| 2615 Old Main Hill | Logan | UT | 84322 | N/A | PC | LSL Support -- Children and Families | $96,380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,314,143 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Auditory Oral School of New York | |||||||
| 3321 Avenue M | Brooklyn | NY | 11210 | N/A | PC | LSL Support -- Children and Families | $1,500,000 |
| Center for Hearing and Speech | |||||||
| 3636 West Dallas Street | Houston | TX | 77019 | N/A | PC | LSL Support -- Children and Families | $50,000 |
| Child's Voice | |||||||
| 180 Hansen Court | Wood Dale | IL | 60191 | N/A | PC | LSL Support -- Children and Families | $310,000 |
| Clarke Schools for Hearing and Speech | |||||||
| 45 Round Hill Road | Northampton | MA | 01060 | N/A | PC | LSL Support -- Children and Families | $654,042 |
| Foundation for Hearing Research Inc - Weingarten | |||||||
| 3518 Jefferson Avenue | Redwood City | CA | 94062 | N/A | PC | LSL Support -- Children and Families | $119,650 |
| Hands & Voices | |||||||
| PO Box 3093 | Boulder | CO | 80307 | N/A | PC | LSL Support -- Children and Families | $50,000 |
| Hear ME Now | |||||||
| PO Box 896 | Portland | ME | 04104 | N/A | PC | LSL Support -- Children and Families | $144,266 |
| Listen and Talk | |||||||
| 8610 8th Avenue NE | Seattle | WA | 98115 | N/A | PC | LSL Support -- Children and Families | $225,000 |
| Listen Foundation Inc | |||||||
| 6950 E Belleview Ave Ste 203 | Greenwood Village | CO | 80120 | N/A | PC | LSL Support -- Children and Families | $90,000 |
| Mayo Clinic RochesterDivision of Gastroenterology | |||||||
| 200 First Street Southwest | Rochester | MN | 55905 | N/A | PC | LSL Support -- Children and Families | $750,000 |
| Northern Voices | |||||||
| 1660 County B Rd W | Roseville | MN | 55113 | N/A | PC | LSL Support -- Children and Families | $80,000 |
| Sunshine Cottage School for Deaf Children | |||||||
| 603 E Hildebrand Ave | San Antonio | TX | 78212 | N/A | PC | LSL Support -- Children and Families | $100,000 |
| University of Southern California | |||||||
| 3551 Trousdale Pkwy | Los Angeles | CA | 90089 | N/A | PC | LSL Support -- Children and Families | $81,806 |
| Utah State University | |||||||
| 2615 Old Main Hill | Logan | UT | 84322 | N/A | PC | LSL Support -- Children and Families | $300,000 |
| Hearts for Hearing | |||||||
| 11500 Portland Ave | Oklahoma City | OK | 73120 | N/A | PC | LSL Support -- Children and Families | $650,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,104,764 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $375,022 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,496,025 | 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 | $6,941,084 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 01 | $23,824 | |
| PREVIOUS GRANTS RETURNED TO FOUNDATION | $84,978 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,835,955 | ExclusionAmt |
| Related Or Exempt Function Incm | $84,978 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,920,933 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | GRANTS PREVIOUSLY ISSUED, BUT RETURNED TO THE FOUNDATION | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 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 | $6,390,674 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $5,390,674 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $159,231 | Amt |
| Net Investment Income | $31,569 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $127,663 | 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. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Part I, Line 19 | Part I, Line 19 | Depreciation Expense Per Books $1,357 Part II, Line 14 Furniture and Equipment $ 7,189 Accumulated Depreciation $(5,615) -------- Net Land, Buildings and Equipment $ 1,574 ======== |
| Part XV, Line 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 $4,449,495 FROM THE 2013 EXCESS DISTRIBUTIONS AND $1,941,179 FROM THE 2014 EXCESS DISTRIBUTIONS AS A CURRENT DISTRIBUTION OUT OF CORPUS. THE 2013 AND 2014 DISTRIBUTIONS WERE TREATED AS DISTRIBUTIONS OUT OF CORPUS IN THOSE FISCAL YEARS 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 (91 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC ADR | $316,413 | $1,673,651 |
| AIR PRODS & CHEMS INC COM | $357,995 | $634,546 |
| ALCON INC COM STK | $533,821 | $600,726 |
| ALLEGION PLC- COM STK | $849,615 | $1,188,297 |
| ALPHABET INC CL C | $739,138 | $2,368,502 |
| AO SMITH CORP COM STK | $696,889 | $745,360 |
| APPLE INC COM | $767,132 | $2,725,950 |
| ARTHUR J GALLAGHER & CO | $1,008,866 | $1,035,297 |
| BAXTER INTL INC COM | $445,002 | $983,640 |
| BBH LIMITED DURATION FUND CL I | $1,485,000 | $1,485,000 |
| BBH PARTNER FUND - INTERNATION | $1,748,181 | $2,437,909 |
| BECTON DICKINSON & CO COM | $154,746 | $982,300 |
| BERKSHIRE HATHAWAY INC-CL B | $760,715 | $2,885,930 |
| BLACKROCK INC | $412,514 | $1,336,257 |
| BOOKING HOLDINGS INC COM STK | $630,021 | $651,178 |
| BRIGHT HORIZONS FAMILY SOLUT | $409,101 | $400,985 |
| BROWN-FORMAN CORP CLASS B | $822,752 | $1,143,377 |
| BURGUNDY EMERGING MARKETS SERI | $2,750,000 | $2,707,578 |
| CEDAR ROCK PARTNERS SERIES BBH | $3,000,000 | $3,423,905 |
| CELANESE CORP COM STK | $366,457 | $1,029,674 |
| COCA COLA CO COM | $280,351 | $742,260 |
| COLGATE PALMOLIVE CO | $712,765 | $755,854 |
| COMCAST CORP CL A | $1,063,835 | $2,226,264 |
| COMCAST CORP NEW - CL. A | $945,517 | $1,523,175 |
| CONTINUUM PARTNERS | $2,000,000 | $2,676,925 |
| COPART INC COM STK | $1,002,024 | $1,708,800 |
| COSTCO WHOLESALE CORP | $337,697 | $465,605 |
| CVS HEALTH CORPORATION | $1,072,906 | $1,646,908 |
| DIAGEO PLC- SPONSORED ADR | $424,224 | $1,209,456 |
| DISNEY WALT CO COM DISNEY | $122,811 | $957,834 |
| DOLLAR GENERAL CORP | $573,746 | $772,638 |
| DOLLAR GENERAL CORP COM STK | $625,957 | $946,206 |
| DOWDUPONT INC | $184,305 | $366,112 |
| DYNAMIC EQUITY MANAGERS: PORTF | $435,876 | $2,013,052 |
| EMERSON ELEC CO COM | $713,465 | $720,135 |
| EXXON MOBIL CORP COM | $225,230 | $619,983 |
| FLEETCOR TECHNOLOGIES INC COM | $660,956 | $1,514,650 |
| GS FINANCIAL SQUARE- SFT SHARE | $25,363 | $25,363 |
| GS TACTICAL TILT OVERLAY FUND | $713,611 | $719,293 |
| HENRY SCHEIN INC COM STK | $622,144 | $1,009,385 |
| HONEYWELL INTL INC COM | $486,464 | $624,925 |
| INTL FLAVORS & FRAGRANCES | $610,176 | $700,501 |
| ISHARES CORE MSCI EAFE ETF | $2,316,709 | $2,552,800 |
| ISHARES CORE MSCI EMERGING | $2,707,498 | $3,587,273 |
| ISHARES CORE U.S. AGGREGATE BO | $1,409,569 | $1,490,881 |
| ISHARES MSCI ACWI | $2,435,711 | $2,651,082 |
| ISHARES RUSSELL 2000 ETF | $458,597 | $897,824 |
| ISHARES S&P 500 INDEX FUND | $287,284 | $300,257 |
| ISHARES S&P 500 FUND - CLASS G | $3,346,744 | $3,704,000 |
| ISHARES S&P MIDCAP 400 INDEX | $540,680 | $1,588,690 |
| ISHARES S&P SMALLCAP 600 FND | $963,221 | $2,749,225 |
| ISHARES U.S. REAL ESTATE ETF | $235,051 | $361,150 |
| JOHNSON & JOHNSON COM | $24,143 | $684,425 |
| JPMORGAN CHASE & CO COM | $481,683 | $1,712,880 |
| KLA-TENCOR CORP | $334,429 | $556,226 |
| LINDE PLC COM STK | $1,160,531 | $1,464,091 |
| LONGLEAF PARTNERS SMALL CAP FD | $2,085,000 | $1,840,330 |
| LOWES COS INC COM | $1,159,150 | $1,478,106 |
| MASTERCARD INC CLASS A | $452,066 | $1,883,422 |
| MASTERCARD INCORPORATED | $710,698 | $818,244 |
| MEDTRONIC PLC ADR | $471,495 | $743,528 |
| MICROSOFT CORP COM | $74,264 | $151,380 |
| NESTLE S A SPONS ADR | $182,710 | $784,747 |
| NOVARTIS AG - ADR | $548,126 | $1,197,593 |
| ORACLE CORP | $1,736,000 | $2,501,037 |
| ORACLE CORP COM | $559,857 | $830,872 |
| PEPSICO INC COM | $432,334 | $1,315,514 |
| PERRIGO CO PLC COM STK | $275,732 | $282,920 |
| S&P GLOBAL INC | $598,188 | $635,160 |
| SELECT EQUITY SERIES - BBH WEA | $5,250,000 | $7,188,252 |
| SPDR TR UNIT SER 1 | $2,152,805 | $2,483,049 |
| SPRUCEGROVE: NON-US EQUITY OFF | $838,668 | $690,794 |
| STARBUCKS CORP | $571,619 | $854,300 |
| STATE STREET HEDGED INTERNATIO | $910,856 | $1,161,422 |
| T. ROWE PRICE FUNDS T. ROWE PR | $1,302,391 | $1,356,711 |
| THE 1818 PARTNERS FUND | $5,000,000 | $13,805,759 |
| TJX COS INC NEW COM | $595,768 | $1,491,572 |
| U S BANCORP | $737,006 | $1,995,998 |
| UNILEVER N V-NY SHARES | $718,952 | $999,575 |
| UNITED PARCEL SERVICE INC CL B | $78,066 | $10,729,245 |
| UNITED TECHNOLOGIES CORP | $573,397 | $1,416,647 |
| UNITEDHEALTH GROUP INC COM | $336,415 | $1,647,035 |
| US BANCORP DEL COM NEW | $935,735 | $990,495 |
| VANGUARD FTSE ALL WORLD EX-U S | $749,032 | $860,320 |
| VANGUARD FTSE PACIFIC ETF | $569,092 | $689,500 |
| VANGUARD GLOBAL EX-US REAL EST | $288,623 | $353,631 |
| VANGUARD MSCI EUROPE PACIFIC | $1,147,469 | $1,897,211 |
| VANGUARD SHORT TERM CMN SERIES | $2,023,756 | $2,070,783 |
| WASTE MANAGEMENT INC | $148,679 | $625,521 |
| VINTAGE V/WELLINGTON NON-US EQ | $18,856 | $1,009,315 |
| ZOETIS INC COM STK | $356,258 | $1,460,752 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LEGAL FEES OBERKOTTER | $2,429 | $2,429 |
| LEGAL FEES FOR HEARING FIRST | $27,026 | $27,026 |
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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTED STOCK - DIFF. FMV AND COST | Desc |
| Amt | $2,055,783 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| HEARING FIRST PLATFORM - SOFTW | $235,346 | $235,346 |
| PAID MEDIA | $119,363 | $119,363 |
| INSURANCE | $49,973 | $49,973 |
| STAFF COMPUTER & SOFTWARE EXP | $25,183 | $25,183 |
| OFFICE SUPPLIES | $6,153 | $6,153 |
| CONSULTANT MISC. EXP REIMBURSE | $73,734 | $73,734 |
| POSTAGE AND DELIVERY | $3,488 | $3,488 |
| PRINTING AND COPYING | $3,928 | $3,928 |
| EQUIPMENT RENTAL | $1,554 | $1,554 |
| BOOKS AND SUBSCRIPTIONS | $5,510 | $5,510 |
| BANK FEES | $853 | $853 |
| LICENSES AND FEES | $215 | $215 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Misc Investment Income | $23,824 | $23,824 |
| Other Income/(Expense) from partnerships | -$254,696 | |
| Grant Refunds | $84,978 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 401K PLAN CONTRIBUTIONS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $5,718 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| HF DIGI ECOSYSTEM CONSULTING | $1,510,818 | $1,510,818 | |
| AWARENESS INITIATVE CONSULTING | $300,000 | $300,000 | |
| ORGANIZATIONAL CONSULTING | $109,466 | $109,466 | |
| GRANTEE ENGAGEMENT CONSULTING | $334,000 | $334,000 | |
| INVESTMENT MANAGEMENT FEES | $386,835 | $386,835 | |
| ALT INVESTMENT MGMT FEES | $20,433 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt |
|---|---|---|
| FOREIGN TAXES PAID | $28,383 | |
| DE FRANCHISE TAX | $300 |