OBERKOTTER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OBERKOTTER FOUNDATION (EIN 23-2686151)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-04-28
- IRS object ID
- 202621189349101307
- Schema version
- 2024v5.5
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets 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 | 2026-04-28T14:40:10-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WARNER ROAD SUITE 310 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | 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) |
|---|---|---|
| Business Name Control | OBER | BusinessNameControlTxt |
| Phone | 4054184151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 SOUTH BROAD STREET 1500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA CARAWAY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4054184151 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $293,211,588 | 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 | $49,841 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $268,082 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $268,082 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,900,630 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,094,999 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,985,731 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,807,266 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,394,683 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $931,999 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,809 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,136,283 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,768,573 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $841,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,875 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $809,875 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,936,531 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,359 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,913,172 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $765,894 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,446 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $763,448 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $36,923 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $36,923 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,484 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $828 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,656 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,158,799 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $852,885 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,442,329 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $425,300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,890 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $154,373 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $154,373 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $402,387 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $402,387 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,885,907 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,829 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,883,802 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,618,348 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $938,112 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,415,965 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,371,737 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,371,737 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,990,085 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $938,112 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,787,702 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $146,198 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,830,461 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,650,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,572,738 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,572,738 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $177,066,302 | CorporateStockBOYAmt |
| Corporate Stock EOY | $181,169,408 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $260,029,625 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,011,929 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,255,682 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,581,222 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $38,295 | OtherAssetsBOYAmt |
| Other Assets EOY | $28,003 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $28,003 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $213,766,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $214,025,831 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $293,211,588 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,394 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $133,311 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,394 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $133,311 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $213,746,322 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $213,892,520 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $213,746,322 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $213,892,520 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $213,766,716 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $214,025,831 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $213,746,322 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $146,198 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $213,892,520 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $213,892,520 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $19,426,967 | $13,821,535 | $5,605,432 | $5,605,432 | |||
| EIN 83-1942961 | $233,155 | $233,155 | $233,155 | P | 2020-01-01 | 2024-12-31 | |
| EIN 52-2281716 | $1,982,723 | $1,982,723 | $1,982,723 | P | 2011-01-01 | 2024-12-31 | |
| EIN 47-4952889 | $193,074 | $193,074 | $193,074 | P | 2016-01-01 | 2024-12-31 | |
| CAPITAL GAINS DIVIDENDS | $3,380,299 | $3,380,299 | $3,380,299 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,394,683 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $220,043 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $220,043 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $220,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $329,220 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $329,220 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $109,177 | OverpaymentAmt |
| Applied To ES Tax | $109,177 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OBERKOTTERFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERESA CARAWAY CEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4054184151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 SOUTH BROAD STREET 1500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| TERESA CARAWAY | ||||||||
| 123 SOUTH BROAD ST 1500 | PHILADELPHIA | PA | 19109 | CEO | 40.00 | $523,000 | $121,468 | $900 |
| DAVID PIERSON | ||||||||
| 123 SOUTH BROAD ST 1500 | PHILADELPHIA | PA | 19109 | TRUSTEE | 10.00 | $75,000 | $0 | $0 |
| LYDIA DENWORTH | ||||||||
| 123 SOUTH BROAD ST 1500 | PHILADELPHIA | PA | 19109 | TRUSTEE | 10.00 | $75,000 | $0 | $0 |
| CEDRIC PRITCHETT | ||||||||
| 123 SOUTH BROAD ST 1500 | PHILADELPHIA | PA | 19109 | TRUSTEE AS OF JAN 2025 | 10.00 | $68,750 | $0 | $0 |
| BRUCE ROSENFIELD | ||||||||
| 123 SOUTH BROAD ST 1500 | PHILADELPHIA | PA | 19109 | TRUSTEE | 10.00 | $100,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JACE WOLFE | ||||||||
| 123 SOUTH BROAD ST 1500 | PHILADELPHIA | PA | 19109 | SR. VP OF INNOVATION | 40.00 | $381,078 | $27,871 | $0 |
| ALBERT SUH | ||||||||
| 123 SOUTH BROAD ST 1500 | PHILADELPHIA | PA | 19109 | VP ADMINISTRATION/GE | 40.00 | $349,923 | $17,108 | $0 |
| ANDREA DUNN | ||||||||
| 123 SOUTH BROAD ST 1500 | PHILADELPHIA | PA | 19109 | VP PROGRAMS | 40.00 | $250,517 | $23,617 | $0 |
| JENNIFER RANSLEY | ||||||||
| 123 SOUTH BROAD ST 1500 | PHILADELPHIA | PA | 19109 | VP HEARING FIRST | 40.00 | $238,589 | $8,707 | $0 |
| COURTNEY LAUB | ||||||||
| 123 SOUTH BROAD ST 1500 | PHILADELPHIA | PA | 19109 | ASSOCIATE VP, FINANC | 40.00 | $233,587 | $8,549 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 19 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCKINNEY VENTURES LLC | |||||
| 318 BLACKWELL STREET | DURHAM | NC | 27701 | PAID MEDIA CONSULTANT | $2,027,860 |
| EVERYDAY HEALTH INC | |||||
| 114 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10011 | MARKETING AND COMMUNICATIONS CONS. | $1,414,995 |
| GOLDMAN SACHS | |||||
| 1735 MARKET STREET 29TH FLOOR | PHILADELPHIA | PA | 19103 | INVESTMENT ADVISOR AND MANAGER | $367,883 |
| EMERGENCE CREATIVE INC | |||||
| 1725 YORK AVENUE | NEW YORK | NY | 10128 | SOCIAL IMPACT AGENCY | $296,621 |
| HAVERFORD TRUST COMPANY | |||||
| 3 RADNOR CORPORATE CENTER 450 | RADNOR | PA | 19087 | INVESTMENT ADVISOR AND MANAGER | $271,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 8 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT FAMILIES TO IMPROVE OUTCOMES FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING THROUGH LISTENING AND SPOKEN LANGUAGE THROUGH HEARING FIRST | Description1Txt |
| Expenses1 | $4,600,621 | Expenses1Amt |
| Description2 | SUPPORT FOR STARTS HEAR PUBLIC AWARENESS CAMPAIGN ABOUT THE IMPORTANCE OF HEARING TO BRAIN DEVELOPMENT AND KNOWING THE STATUS OF A NEWBORN'S HEARING SCREENING | Description2Txt |
| Expenses2 | $3,559,769 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $257,265,013 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,700,127 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $277,965,140 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $277,965,140 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,169,477 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $273,795,663 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,689,783 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,689,783 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $220,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $220,043 | TotalTaxAmt |
| Distributable Before Adj | $13,469,740 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $18,374 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,488,114 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,488,114 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,787,702 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,787,702 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,488,114 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $798,608 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $62,449,060 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,378,272 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,511,305 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,137,245 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,787,702 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,488,114 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $299,588 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $78,436,833 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $78,436,833 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $798,608 | ExcessFromYear4Amt |
| Excess From Year3 | $62,449,060 | ExcessFromYear3Amt |
| Excess From Year2 | $7,378,272 | ExcessFromYear2Amt |
| Excess From Year1 | $7,511,305 | ExcessFromYear1Amt |
| Excess From Current Year | $299,588 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AG BELL ASSOCIATION FOR THE DEAF AND HARD OF HEARING | ||||||
| 3417 VOLTA PLACE | WASHINGTON | DC | 20007 | PC | LSL SUPPORT-CHILDREN AND FAMILIES | $1,440,000 |
| ATLANTA SPEECH SCHOOL | ||||||
| 3160 NORTHSIDE PARKWAY NW | ATLANTA | GA | 30327 | PC | LSL SUPPORT-CHILDREN AND FAMILIES | $155,200 |
| BUTLER UNIVERSITY | ||||||
| 4600 SUNSET AVENUE | INDIANAOPLIS | IN | 46208 | PC | DEAF EDUCATION PROGRAM | $71,978 |
| HANDS & VOICES | ||||||
| PO BOX 3093 | BOULDER | CO | 80307 | PC | LSL SUPPORT-CHILDREN AND FAMILIES | $54,000 |
| MAYO CLINIC ROCHESTERDIVISION OF GASTROENTEROLOGY & HEPATOLOGY | ||||||
| 200 FIRST STREET SOUTHWEST | ROCHESTER | MN | 55905 | PC | RESEARCH | $250,000 |
| THE UNIVERSITY OF CHICAGO | ||||||
| 5801 SOUTH ELLIS AVENUE | CHICAGO | IL | 60637 | PC | RESEARCH | $332,667 |
| VANDERBILT UNIVERSITY MEDICAL CENTER | ||||||
| PO BOX 121236 | DALLAS | TX | 75312 | PC | LSL SUPPORT-CHILDREN AND FAMILIES | $67,892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,371,737 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE UNIVERSITY OF CHICAGO | ||||||
| 5801 SOUTH ELLIS AVENUE | CHICAGO | IL | 60637 | PC | RESEARCH | $665,333 |
| VANDERBILT UNIVERSITY MEDICAL CENTER | ||||||
| PO BOX 121236 | DALLAS | TX | 75312 | PC | LSL SUPPORT-CHILDREN AND FAMILIES | $67,892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $733,225 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,082 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,900,630 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,985,731 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| RETURN OF CAPITAL - ALTERNATIVE INVESTMENTS | 01 | $902,472 |
| RETURN OF GRANTS | 01 | $18,374 |
| CLASS ACTION SETTLEMENTS | 01 | $1,263 |
| CASH BACK REWARDS - CREDIT CARD | 01 | $2,420 |
| SALE OF RETIRED COMPUTER EQUIPMENT | 01 | $450 |
| OTHER INVESTMENT INCOME | 01 | $7,020 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,086,442 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,086,442 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILDRED L OBERKOTTER TUA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $49,841 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $10,484 | Amt |
| Net Investment Income | $828 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,656 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| OBERKOTTER FOUNDATION'S EXEMPT PURPOSE | FORM 990-PF, PART VIII-A | THE MISSION OF THE OBERKOTTER FOUNDATION (WWW.OBERKOTTERFOUNDATION.ORG) IS TO HELP FAMILIES ENSURE THEIR CHILDREN WHO ARE DEAF OR HARD OF HEARING HAVE OPPORTUNITIES TO REACH THEIR FULL POTENTIAL THROUGH LISTENING AND SPOKEN LANGUAGE (LSL). |
| EXPLANATION OF CHARITABLE ACTIVITIES | FORM 990-PF, PART VIII-A | FAMILIES' NEEDSEARLY LEARNING IS CRITICAL TO A CHILD'S LANGUAGE DEVELOPMENT AND LIFETIME SUCCESS, AND CHILDREN WHO ARE DEAF OR HARD OF HEARING MUST HAVE THE SAME OPPORTUNITIES AS THEIR HEARING PEERS TO CAPITALIZE ON THE CRITICAL EARLY PERIOD FOR BRAIN DEVELOPMENT. FAMILIES MUST HAVE ACCESS TO QUALITY PEDIATRIC AUDIOLOGY AND LISTENING AND SPOKEN LANGUAGE INTERVENTION AS CLOSE TO THEIR BABY'S BIRTH OR ACQUIRED HEARING LOSS AS POSSIBLE. AND FAMILIES MUST BE EMPOWERED AND EQUIPPED TO EFFECTIVELY SUPPORT THEIR BABY'S LEARNING, LANGUAGE AND LITERACY DEVELOPMENT. IT IS A FUNDAMENTAL PRINCIPLE AT OBERKOTTER THAT PARENTS DECIDE THE LANGUAGE AND MODALITY FOR THEIR CHILD TO PURSUE. ALL OF OBERKOTTER'S ACTIVITIES AND INVESTMENTS ARE INTEGRATED AND COORDINATED IN FURTHERANCE OF OUR GOAL OF HELPING CARING ADULTS TO SUPPORT INFANTS AND TODDLERS WHO ARE DEAF OR HARD OF HEARING TO HAVE THE SAME LISTENING, SPOKEN LANGUAGE AND LITERACY OPPORTUNITIES AS THEIR HEARING PEERS. WE CONDUCT OUR WORK BY SUPPORTING PROGRAMS AND PROJECTS THAT RAISE AWARENESS AND INCREASE ACCESS TO EDUCATION, RESOURCES, HEARING TECHNOLOGY AND COORDINATED SERVICES. OUR WORKSINCE OUR FOUNDING, THE TRUSTEES OF THE OBERKOTTER FOUNDATION HAVE BEEN COMMITTED TO CARRYING OUT THE OBERKOTTER FAMILY'S VISION THAT CHILDREN WHO ARE DEAF OR HARD OF HEARING SHOULD HAVE ACCESS TO LISTENING AND SPOKEN LANGUAGE SERVICES IN THEIR COMMUNITY. OVER OUR 40-YEAR HISTORY, WE HAVE PROVIDED OVER $500 MILLION TO ORGANIZATIONS SERVING FAMILIES. (CONTINUED)IN JUNE 2023, THE BOARD OF TRUSTEES ADOPTED THE 2023-2027 OBERKOTTER FOUNDATION STRATEGIC PLAN GROUNDED IN OUR MISSION TO HELP FAMILIES ENSURE THEIR CHILDREN WHO ARE DEAF OR HARD OF HEARING HAVE OPPORTUNITIES TO REACH THEIR FULL POTENTIAL THROUGH LISTENING AND SPOKEN LANGUAGE. THE PLAN IS DRIVEN BY A SET OF VISIONARY GOALS AND BOLD ACTIONS TO GROW OUR IMPACT AND PAVE THE WAY FOR A MORE INCLUSIVE AND SUPPORTIVE FUTURE FOR CHILDREN AND THEIR FAMILIES: 1. ADVANCE SCIENCE AND INNOVATION TO IMPROVE AUDIOLOGICAL, LISTENING, AND SPOKEN LANGUAGE (LSL), AND LITERACY OUTCOMES FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING. 2. RAISE AWARENESS BROADLY OF THE NEWBORN HEARING SCREENING, THE IMPORTANCE OF HEARING TO BRAIN DEVELOPMENT, AND THAT BABIES WHO ARE DEAF OR HARD OF HEARING ARE LEARNING TO LISTEN AND TALK. 3. INCREASE NATIONWIDE ACCESS TO HEARING TECHNOLOGY, COORDINATED PEDIATRIC AUDIOLOGY AND LSL SERVICES, AND FAMILY SUPPORT. 4. EXPAND THE KNOWLEDGE, SKILLS, AND CONNECTIONS AMONG FAMILIES OF CHILDREN WHO ARE DEAF OR HARD OF HEARING AND THE PROFESSIONALS WHO SUPPORT THEM. 5. EXERCISE NATIONAL LEADERSHIP AS AN EXEMPLARY FOUNDATION. WE KNOW THAT EARLY LEARNING IS CRITICAL TO A CHILD'S LANGUAGE DEVELOPMENT AND LIFETIME SUCCESS, AND CHILDREN WHO ARE DEAF OR HARD OF HEARING SHOULD HAVE THE SAME OPPORTUNITIES AS THEIR HEARING PEERS TO CAPITALIZE ON THE CRITICAL EARLY PERIOD FOR BRAIN DEVELOPMENT. OUR VISION FOR THE FUTURE IS THAT QUALITY PEDIATRIC AUDIOLOGY AND LISTENING AND SPOKEN LANGUAGE INTERVENTION WILL BE AVAILABLE AND AFFORDABLE FOR ALL FAMILIES AS CLOSE AS POSSIBLE TO THEIR BABY'S BIRTH OR ACQUIRED HEARING LOSS, AND FAMILIES WILL BE EMPOWERED AND EQUIPPED TO EFFECTIVELY SUPPORT THEIR BABY'S LEARNING, SPOKEN LANGUAGE, AND LITERACY DEVELOPMENT. IN PURSUIT OF OUR MISSION AND VISION, THE OBERKOTTER FOUNDATION IS POISED TO CREATE TRANSFORMATIVE IMPACT BY DRIVING SCIENCE AND INNOVATION, SPEARHEADING GROUNDBREAKING IMPACT, INFLUENCING POLICY, AND FOSTERING COLLABORATIONS TO IMPROVE AUDIOLOGICAL OUTCOMES AND ENHANCE THE DEVELOPMENT OF LISTENING AND SPOKEN LANGUAGE AND LITERACY SKILLS FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING. HEARING FIRST: EVERY PARENT NEEDS TO KNOW THE STATUS OF THEIR BABY'S HEARING FIRST, BECAUSE THE EARLIER A CHILD WITH HEARING LOSS IS IDENTIFIED, AMPLIFIED, AND RECEIVING HELP, THE MORE OPPORTUNITIES THAT CHILD WILL HAVE. IN OCTOBER 2015, OBERKOTTER LAUNCHED ITS WHOLLY-OWNED SUBSIDIARY, HEARING FIRST (WWW.HEARINGFIRST.ORG) TO HELP CARING ADULTS SUPPORT INFANTS AND TODDLERS WHO ARE DEAF OR HARD OF HEARING TO HAVE THE SAME LISTENING, SPOKEN LANGUAGE, AND LITERACY OPPORTUNITIES AS THEIR HEARING FRIENDS. FOR CHILDREN WITH HEARING LOSS, THE FIRST DAYS, WEEKS, AND MONTHS OF LIFE ARE CRITICAL. HEARING FIRST SUPPORTS FAMILIES DURING THIS PERIOD AND THROUGHOUT THEIR JOURNEY OF RAISING THEIR CHILD. ENTIRELY ONLINE, HEARING FIRST IS AVAILABLE FOR FAMILIES WHEN THEY NEED INFORMATION, A RESOURCE, A CONNECTION WITH ANOTHER FAMILY OR SIMPLY SOMEONE TO GUIDE THEM IN WHAT TO DO NEXT. HEARING FIRST REACHES FAMILIES THROUGH THE HEARING FIRST COMMUNITY, ITS SOCIAL PLATFORMS, AND, IMPORTANTLY, THE PROFESSIONALS IN A FAMILY'S LIFE. HEARING FIRST EQUIPS PROFESSIONALS WITH THE RESOURCES, COMMUNITY, AND LEARNING EXPERIENCES THEY NEED TO IMPROVE OUTCOMES FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING THROUGH LISTENING AND SPOKEN LANGUAGE (LSL). FAMILY SUPPORT: HEARING FIRST EMPLOYS A VARIETY OF TOOLS, ACTIVITIES, AND RESOURCES TO SUPPORT FAMILIES OF CHILDREN WHO ARE DEAF OR HARD OF HEARING AND WHO ARE SEEKING A LISTENING AND SPOKEN LANGUAGE OUTCOME. IN 2025, HEARING FIRST LAUNCHED FIRST LSL LESSONS, A SERIES OF LESSONS DESIGNED TO GUIDE FAMILIES AS THEY NAVIGATE THEIR CHILD'S HEARING LOSS. FIRST LSL LESSONS SERVES AS AN INTERACTIVE, STEP-BY-STEP RESOURCE TOOL THAT BUILDS FOUNDATIONAL LSL KNOWLEDGE AND SKILLS WHILE LINKING TO RELEVANT HEARING FIRST CONTENT. HEARING FIRST ALSO SHARES VIDEOS AND RESOURCES ON YOUTUBE, FACEBOOK AND OTHER SOCIAL MEDIA RESOURCES TO ANSWER COMMON QUESTIONS PARENTS HAVE ABOUT NAVIGATING THEIR JOURNEY WITH THEIR CHILD WHO IS DEAF OR HARD OF HEARING. THE HEARING FIRST FAMILY SUPPORT COMMUNITY HAS OVER 2,348 MEMBERS. THE FAMILY-DIRECTED RESOURCES AVAILABLE ON OUR WEBSITE HAVE BEEN DOWNLOADED OVER 506,415 TIMES. LEARNING EXPERIENCES: HEARING FIRST CONTINUES TO OFFER LEARNING EXPERIENCES (LES) IN LISTENING AND SPOKEN LANGUAGE (LSL) AND PEDIATRIC AUDIOLOGY TO BOTH FAMILY AND PROFESSIONALS. IN 2025, WE PROVIDED NEW AND VARIED COURSES WITH HIGH-QUALITY, EVIDENCE-BASED EDUCATIONAL CONTENT TO ADVANCE THE LISTENING AND SPOKEN LANGUAGE OUTCOMES OF INFANTS AND CHILDREN WITH HEARING LOSS. THESE LEARNING EXPERIENCES CONTINUE TO HIGHLIGHT THE ADVANCEMENTS AND INNOVATIONS IN THE PEDIATRIC AUDIOLOGY AND LSL INTERVENTIONS. HEARING FIRST IS AN APPROVED CONTINUING EDUCATION PROVIDER WITH THE AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION (ASHA), AMERICAN ACADEMY OF AUDIOLOGY (AAA), AND THE AG BELL ACADEMY FOR LISTENING AND SPOKEN LANGUAGE AT NO COST TO LEARNERS. THERE HAVE BEEN OVER 64,075 COURSE REGISTRATIONS SINCE THE LAUNCH OF HEARING FIRST ONLINE LEARNING. SELF-STUDY LEARNING EXPERIENCES (LES): HEARING FIRST ADDED SELF-STUDY LES AS AN OPTION FOR PROFESSIONAL AND FAMILY LEARNING. THE SELF-STUDY LES ARE THE SAME HIGH-QUALITY, EVIDENCE-BASED EDUCATIONAL CONTENT AND ARE APPROVED FOR CONTINUING EDUCATION CREDITS FROM ASHA, AAA, AND AG BELL. THIS OPTION PROVIDES FLEXIBILITY FOR PROFESSIONAL AND FAMILY LEARNERS TO ENGAGE WITH THE COURSE MATERIAL AT THEIR OWN PACE, ACCOMMODATING DIFFERENT SCHEDULES AND LEARNING PREFERENCES. THE LEARNERS CAN REVISIT KEY CONCEPTS AS NEEDED WHILE STILL GAINING ACCESS TO THE SAME HIGH-QUALITY CONTENT OFFERED IN LIVE SESSIONS. THERE HAVE BEEN OVER 15,094 SELF-STUDY COURSE REGISTRATIONS SINCE THE LAUNCH OF HEARING FIRST SELF-STUDY LES. PROFESSIONAL LEARNING COMMUNITY: SINCE ITS LAUNCH IN OCTOBER 2016, THE PROFESSIONAL LEARNING COMMUNITY (PLC) HAS INCREASED TO 14,753 PROFESSIONAL MEMBERS WHO PROVIDE SERVICES TO CHILDREN WHO ARE DEAF OR HARD OF HEARING AND THEIR FAMILIES. THE PLC OFFERS A PROFESSIONAL HOME FOR LSL & PEDIATRIC AUDIOLOGY PROFESSIONALS TO SHARE IDEAS, DISCUSS IMPORTANT TOPICS, AND IMPROVE THEIR PRACTICE. PROFESSIONS REPRESENTED INCLUDE SPEECH-LANGUAGE PATHOLOGY, PEDIATRIC AUDIOLOGY, DEAF EDUCATION, EARLY INTERVENTION, EARLY CHILDHOOD EDUCATION, PSYCHOLOGY, BEHAVIORAL HEALTH, CHILDCARE, AND ANCILLARY HEALTHCARE PROVIDERS. STARTS HEAR AWARENESS CAMPAIGN: IN FEBRUARY 2025, HEARING FIRST BEGAN THE FIFTH YEAR OF THE STARTS HEAR AWARENESS CAMPAIGN (WWW.STARTSHEAR.ORG). THIS CAMPAIGN TARGETS EXPECTANT MOMS TO INFORM THEM ABOUT THE IMPORTANCE OF HEARING FOR BRAIN DEVELOPMENT TO RAISE AWARENESS OF THE NEWBORN HEARING SCREENING (NHS) THEIR CHILD WILL UNDERGO SHORTLY AFTER BIRTH, AND HOW TO FOLLOW UP IN THE EVENT THEIR BABY FAILS THE NHS SCREENING. THE STARTS HEAR AWARENESS CAMPAIGN IS CONDUCTED ENTIRELY ONLINE THROUGH SOCIAL MEDIA AND PAID DIGITAL ADVERTISING CHANNELS TO REACH EXPECTANT MOMS WITH THE MESSAGE ABOUT THE IMPORTANCE OF HEARING HEALTH FOR A CHILD'S DEVELOPMENT. IN YEAR FOUR, THE STARTS HEAR CAMPAIGN CONTINUED TO SHARE CAMPAIGN MESSAGES IN SPANISH ON BABYCENTER EN ESPAOL, A PARENTING SITE FOR NATIVE SPANISH-SPEAKING FAMILIES. THE CAMPAIGN HAS BEEN ENDORSED BY SUCH ORGANIZATIONS AS: AMERICAN ACADEMY OF AUDIOLOGY, ZERO TO THREE, BRAZELTON TOUCHPOINTS CENTER, AND CENTER FOR EARLY LEARNING AND PUBLIC HEALTH. THROUGH CAMPAIGN CHANNELS AND PARTNERSHIPS INCLUDING BABYCENTER, WHAT TO EXPECT, AND THE BUMP, OUR MESSAGES HAVE GARNERED OVER 1.2 BILLION IMPRESSIONS WITH OUR AUDIENCE TO DATE. THE CAMPAIGN'S 15 SECOND VIDEOS HAVE BEEN VIEWED OVER 150 MILLION TIMES. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BBH LIMITED DURATION FUND CL I - 256,592.848 SH | $2,633,305 | $2,696,791 |
| ISHARES CORE U.S. AGGREGATE BOND ETF - 59,540 SH | $5,882,591 | $6,002,823 |
| VANGUARD SHORT TERM CMN SERIES CORPORATE BOND ETF - 73,465 SH | $5,739,786 | $5,881,608 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (120 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES - 1,362 SH | $154,012 | $175,562 |
| ACCENTURE PLC - 7,674 SH | $639,788 | $1,918,500 |
| ADOBE INC - 582 SH | $227,641 | $186,316 |
| ADVANCED DRAINAGE SYSTEM INC COM - 1,100 SH | $151,885 | $167,618 |
| AIR PRODUCTS & CHEMICALS INC - 3,440 SH | $626,213 | $898,012 |
| ALCON INC COM STK - 2,793 SH | $81,677 | $221,513 |
| ALPHABET INC CL C - 3,170 SH | $45,024 | $1,014,780 |
| ALPHABET INC CLASS A - 9,075 SH | $1,584,381 | $2,905,633 |
| AMAZON.COM INC - 2,465 SH | $371,200 | $574,887 |
| ANALOG DEVICES INC - 289 SH | $51,126 | $76,683 |
| AON PLC - 3,555 SH | $986,049 | $1,258,186 |
| APPLE COMPUTER INC - 1,642 SH | $326,374 | $457,872 |
| APPLE INC - 26,820 SH | $1,999,837 | $7,478,757 |
| APPLIED MATERIALS INC - 1,948 SH | $343,568 | $491,383 |
| APTARGROUP INC COM - 948 SH | $146,311 | $118,263 |
| ARISTA NETWORKS INC COM SHS - 1,245 SH | $114,688 | $162,697 |
| ARTHUR J GALLAGHER & CO - 1,371 SH | $120,368 | $339,487 |
| ARTISAN INTERNATIONAL VALUE FUND INSTITUTIONAL CLASS - 130,499.38 SH | $6,530,000 | $6,842,082 |
| AUTOMATIC DATA PROCESSING INC - 1,053 SH | $264,716 | $268,831 |
| AVANTIS EMERGING MARKETS EQUITY ETF - 69,655 SH | $3,879,266 | $5,349,504 |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF - 36,980 SH | $2,227,440 | $3,427,676 |
| BBH PARTNER FUND - INTERNATIONAL EQUITY - 171,060.432 SH | $2,794,104 | $3,477,659 |
| BERKSHIRE HATHAWAY INC-CL B - 897 SH | $52,089 | $460,888 |
| BJ'S WHOLESALE CLUB HOLDINGS COM STK - 1,491 SH | $144,970 | $133,042 |
| BLACKROCK ADVANTAGE SMALL CAP CORE FUND INSTITUTIONAL - 161,673.823 SH | $3,100,000 | $3,385,450 |
| BLACKROCK INC - 2,999 SH | $1,214,327 | $3,140,853 |
| BOOKING HOLDINGS INC COM STK - 92 SH | $161,611 | $452,151 |
| BROWN & BROWN INC - 2,35 SH | $222,000 | $190,217 |
| CADENCE DESIGN SYS INC - 803 SH | $221,663 | $250,407 |
| CBRE GROUP INC CL A - 1,614 SH | $173,065 | $261,194 |
| CHEVRON CORP - 8,039 SH | $1,325,223 | $1,214,934 |
| COCA COLA COMPANY - 17,100 SH | $652,981 | $1,250,352 |
| COCA-COLA CO - 1,213 SH | $86,737 | $88,695 |
| COSTCO WHOLESALE CORP - 223 SH | $45,524 | $203,731 |
| COSTCO WHOLESALE CORP - 2,925 SH | $1,393,085 | $2,672,251 |
| DARLING INGREDIENTS INC COM - 4,020 SH | $153,740 | $147,172 |
| DFA US SMALL CAP PORTFOLIO INSTITUTIONAL - 609,05.993 SH | $3,095,000 | $3,191,474 |
| EATON CORP PLC - 5,400 SH | $1,326,955 | $1,867,806 |
| ECOLAB INC - 210 SH | $54,979 | $57,784 |
| ELI LILLY & CO - 257 SH | $195,586 | $276,396 |
| ELI LILLY AND COMPANY - 1,909 SH | $1,364,892 | $2,053,072 |
| ENTEGRIS INC COM STK - 1,676 SH | $187,314 | $129,287 |
| GFL ENVIRONMENTAL COM STK - 4,578 SH | $178,642 | $208,162 |
| GQG PARTNERS EMERGING MARKETS EQUITY SERIES - 1,655,637.23 SH | $759,455 | $1,655,637 |
| GS EQUITY INCOME FUND CLASS P - 344,321.929 SH | $17,930,000 | $17,942,616 |
| GS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FUND CLASS P - 77,353.723 SH | $1,520,430 | $1,810,077 |
| GUIDEWIRE SOFTWARE INC COM STK - 1,232 SH | $184,265 | $266,087 |
| GXO LOGISTICS INCORPORATED COMMON STOCK - 4,451 SH | $213,847 | $225,844 |
| HEICO CORP CL A - 606 SH | $107,716 | $149,664 |
| HONEYWELL INTERNATIONAL - 9,890 SH | $1,575,357 | $1,900,759 |
| ICON PLC COM STK - 1,010 SH | $228,820 | $186,850 |
| ISHARES CORE MSCI EAFE ETF - 80,186 SH | $5,257,113 | $7,123,724 |
| ISHARES CORE MSCI EMERGING MARKETS ETF - 71,865 SH | $2,998,613 | $4,822,141 |
| ISHARES CORE S&P 500 - 5,418 SH | $2,963,137 | $3,721,516 |
| ISHARES CORE S&P MID-CAP ETF - 58,104 SH | $2,149,815 | $3,854,619 |
| ISHARES CORE S&P SMALL-CAP ETF - 34,390 SH | $1,988,183 | $4,156,719 |
| ISHARES MSCI EAFE INTERNATIONAL INDEX FUND CLASS G - 1,091,584.553 SH | $17,238,725 | $21,377,985 |
| ISHARES MSCI INTL DEVELOPED QUALITY FACTOR ETF - 23,054 SH | $984,290 | $1,035,816 |
| ISHARES MSCI USA QUALITY FACTOR ETF - 22,141 SH | $3,799,893 | $4,385,689 |
| ISHARES S&P 500 INDEX FUND CLASS G - 51,544.17 SH | $31,693,090 | $41,369,866 |
| ITT INC COM STK - 832 SH | $140,163 | $153,221 |
| JOHNSON & JOHNSON - 5,878 SH | $375,668 | $1,216,276 |
| JP MORGAN CHASE & CO. - 11,122 SH | $1,057,010 | $3,482,076 |
| KEYSIGHT TECHNOLOGIES INC COM - 905 SH | $130,941 | $179,145 |
| KLA CORPORATION - 469 SH | $45,380 | $551,294 |
| LINDE PLC - 1,066 SH | $506,103 | $437,401 |
| LINDE PLC - 1,071 SH | $175,066 | $439,453 |
| LOWE'S COMPANIES INC - 7,962 SH | $1,073,309 | $1,930,626 |
| LPL FINANCIAL HOLDINGS INC COM STK - 495 SH | $117,012 | $176,240 |
| MASTERCARD INC - 5,030 SH | $1,018,230 | $2,769,166 |
| MASTERCARD INCORPORATED - 1,671 SH | $421,641 | $919,936 |
| MCDONALD'S CORP - 378 SH | $115,064 | $117,868 |
| MCKESSON CORPORATION - 1,475 SH | $668,109 | $1,299,652 |
| MEDTRONIC PLC - 10,572 SH | $807,028 | $1,113,549 |
| META PLATFORMS INC - 1,324 SH | $983,276 | $857,886 |
| MICROSOFT CORP - 11,509 SH | $2,850,256 | $5,662,543 |
| MICROSOFT CORP - 1,633 SH | $467,966 | $803,452 |
| MISTER CAR WASH INC COM - 4,734 SH | $32,061 | $25,280 |
| NEXTERA ENERGY INC - 19,130 SH | $1,276,375 | $1,650,728 |
| NIKE INC CL B - 3,376 SH | $240,988 | $218,191 |
| NOVO NORDISK SPONS ADR - 694 SH | $56,008 | $34,249 |
| NVIDIA CORP - 6,760 SH | $760,401 | $1,196,520 |
| NVIDIA CORP COM STK - 1,299 SH | $132,565 | $229,923 |
| ORACLE CORP - 2,164 SH | $77,803 | $437,020 |
| ORACLE CORPORATION - 9,212 SH | $348,473 | $1,860,363 |
| OTIS WORLDWIDE CORPORATION COM - 2,400 SH | $230,150 | $213,240 |
| PARNASSUS CORE EQUITY FUND INVESTOR CLASS - 300,639.614 SH | $19,118,771 | $20,115,797 |
| PEPSICO INCORPORATED - 10,745 SH | $1,175,785 | $1,598,211 |
| PRINCIPAL LIFETIME HYBRID 2030 INST FUND- 7,272.767 SH | $109,092 | $109,092 |
| PROCTER & GAMBLE CO - 961 SH | $161,934 | $142,382 |
| PROGRESSIVE CORP OHIO - 921 SH | $67,032 | $210,716 |
| RTX CORPORATION - 16,517 SH | $1,320,836 | $2,888,988 |
| S&P GLOBAL INC - 2,920 SH | $945,412 | $1,456,584 |
| S&P GLOBAL INC COM STK - 865 SH | $297,141 | $431,488 |
| SERVICENOW INC COM STK - 284 SH | $253,528 | $230,724 |
| SHIFT4 PAYMENTS INC CL A - 3,216 SH | $265,739 | $237,276 |
| SOLSTICE ADVANCED MATERIALS INC - 2,472 SH | $98,577 | $117,865 |
| STRYKER CORP - 2,541 SH | $807,780 | $943,168 |
| TAKE-TWO INTERACTIVE SOFTWRE COM STOCK - 752 SH | $123,570 | $185,045 |
| TEXAS INSTRUMENTS INC - 1,837 SH | $304,730 | $309,112 |
| TEXAS INSTRUMENTS INC - 6,415 SH | $1,210,883 | $1,079,452 |
| THE 1818 PARTNERS FUND - 10,600,254.68 SH | $3,070,709 | $10,600,255 |
| THERMO FISHER SCIENTIFIC INC - 2,220 SH | $1,209,134 | $1,311,643 |
| THERMO FISHER SCIENTIFIC INC - 441 SH | $191,954 | $260,556 |
| TJX COMPANIES INC - 15,680 SH | $904,842 | $2,382,106 |
| TRADEWEB MARKETS INC CL A - 993 SH | $108,699 | $108,098 |
| UL SOLUTIONS INC. CLASS A COM SHS - 1,868 SH | $92,473 | $170,380 |
| UNITED PARCEL SERVICE INC - 70,692 SH | $747,130 | $6,771,587 |
| VANGUARD EUROPEAN STOCK - 11,050 SH | $762,047 | $900,906 |
| VANGUARD PACIFIC STOCK - 16,700 SH | $1,061,994 | $1,516,861 |
| VULCAN MATERIALS CO - 468 SH | $124,277 | $139,108 |
| WALMART INC - 2,389 SH | $231,821 | $264,008 |
| WASTE MANAGEMENT INC - 1,966 SH | $52,626 | $428,332 |
| WASTE MANAGEMENT INC - 2,181 SH | $508,805 | $475,174 |
| WATSCO INC COM STK - 766 SH | $325,001 | $265,342 |
| WEST PHARMACEUTICAL SVCS INC - 786 SH | $193,475 | $217,918 |
| WILLSCOT MOBILE MINI HOLDINGS CO COM CL A - 5,486 SH | $170,095 | $108,348 |
| WYNDHAM HOTELS & RESORTS INC COM STK - 2,714 SH | $230,048 | $198,665 |
| ZEBRA TECHNOLOGIES CORP COM - 358 SH | $127,146 | $90,484 |
| ZOETIS INC COM STK - 2,776 SH | $80,476 | $355,828 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $36,923 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,923 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT - RENTAL SPACE AND VENUE | Desc |
| BOY Book Value | $38,295 | BOYBookValueAmt |
| EOY Book Value | $28,003 | EOYBookValueAmt |
| EOYFMV | $28,003 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAID MEDIA AND AWARENESS EXPENSES | $3,437,238 | $0 | $3,437,238 |
| SOFTWARE FOR OBERKOTTER AND HEARING FIRST PLATFORMS | $312,064 | $0 | $312,064 |
| INSURANCE | $79,907 | $0 | $79,907 |
| STAFF COMPUTER AND SOFTWARE EXPENSES | $35,432 | $0 | $35,432 |
| OFFICE SUPPLIES | $3,959 | $0 | $3,959 |
| BOOKS, SUBSCRIPTIONS AND MEMBERSHIPS | $6,551 | $0 | $6,551 |
| POSTAGE, DELIVERY | $2,811 | $0 | $2,811 |
| EQUIPMENT RENTAL | $1,864 | $0 | $1,864 |
| PRINTING AND COPYING | $2,491 | $0 | $2,491 |
| BANK FEES | $2,105 | $2,105 | $0 |
| LICENSES AND FEES | $1,485 | $0 | $1,485 |
| ALTERNATIVE INVESTMENT EXPENSES | $0 | $3,724 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME - ALTERNATIVE INVESTMENTS | $0 | $106 | $0 |
| RETURN OF CAPITAL - ALTERNATIVE INVESTMENTS | $902,472 | $902,472 | |
| RETURN OF GRANTS | $18,374 | $18,374 | |
| CLASS ACTION SETTLEMENTS | $1,263 | $1,263 | $1,263 |
| CASH BACK REWARDS - CREDIT CARD | $2,420 | $2,420 | $2,420 |
| SALE OF RETIRED COMPUTER EQUIPMENT | $450 | $450 | |
| OTHER INVESTMENT INCOME | $7,020 | $7,020 | $7,020 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| 401(K) PLAN CONTRIBUTIONS | $20,394 | $20,781 |
| FLEXIBLE SPENDING PLAN CONTRIBUTIONS | $0 | $3,882 |
| DEFERRED COMPENSATION - 457 PLAN | $0 | $108,648 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AWARENESS INITIATIVE CONSULTATIVE SERVICES | $275,215 | $0 | $275,215 |
| HF DIGITAL ECOSYSTEM CONSULTATIVE SERVICES | $434,924 | $0 | $434,924 |
| INVESTMENT FEES | $716,470 | $716,470 | $0 |
| ORGANIZATIONAL SUPPORT CONSULTANT SERVICES | $665,614 | $0 | $665,614 |
| IT CONSULTATIVE SERVICES | $51,414 | $0 | $51,414 |
| PAYROLL FEES | $15,162 | $0 | $15,162 |
| ALTERNATIVE INVESTMENT MANAGEMENT FEES | $0 | $136,415 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $425,000 | $0 | $0 |
| DELAWARE FRANCHISE TAX | $300 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $20,890 | $0 |