Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 12-01-2024 , and ending 11-30-2025
Name of foundation
OBERKOTTER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)123 SOUTH BROAD STREET 1500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19109
A Employer identification number

23-2686151
B Telephone number (see instructions)

(405) 418-4151
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$293,211,588J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 49,841
2 Check right arrow.............
3 Interest on savings and temporary cash investments 268,082 268,082  
4 Dividends and interest from securities... 4,900,630 5,094,999  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,985,731
b Gross sales price for all assets on line 6a 22,807,266
7 Capital gain net income (from Part IV, line 2)... 11,394,683
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
931,999 10,809  
12 Total. Add lines 1 through 11........ 15,136,283 16,768,573  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 841,750 31,875   809,875
14 Other employee salaries and wages...... 3,936,531 23,359   3,913,172
15 Pension plans, employee benefits....... 765,894 2,446   763,448
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
36,923 0   36,923
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,484 828   9,656
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,158,799 852,885   1,442,329
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
425,300 20,890   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 154,373 0   154,373
21 Travel, conferences, and meetings....... 402,387 0   402,387
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,885,907 5,829   3,883,802
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,618,348 938,112   11,415,965
25 Contributions, gifts, grants paid....... 2,371,737 2,371,737
26 Total expenses and disbursements. Add lines 24 and 25 14,990,085 938,112   13,787,702
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 146,198
b Net investment income (if negative, enter -0-) 15,830,461
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 21,650,190 18,572,738 18,572,738
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 177,066,302 Click to see attachment
List of Attached Documents:
// Content
181,169,408 		260,029,625
c Investments—corporate bonds (attach schedule)....... 15,011,929 Click to see attachment
List of Attached Documents:
// Content
14,255,682 		14,581,222
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
38,295 		Click to see attachment
List of Attached Documents:
// Content
28,003 		Click to see attachment
List of Attached Documents:
// Content
28,003
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 213,766,716 214,025,831 293,211,588
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
20,394 		Click to see attachment
List of Attached Documents:
// Content
133,311
23 Total liabilities (add lines 17 through 22)......... 20,394 133,311
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 213,746,322 213,892,520
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 213,746,322 213,892,520
30 Total liabilities and net assets/fund balances (see instructions). 213,766,716 214,025,831
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
213,746,322
2
Enter amount from Part I, line 27a .....................
2
146,198
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
213,892,520
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
213,892,520
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b EIN 83-1942961 P 2020-01-01 2024-12-31
c EIN 52-2281716 P 2011-01-01 2024-12-31
d EIN 47-4952889 P 2016-01-01 2024-12-31
e CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 19,426,967   13,821,535 5,605,432
b 233,155     233,155
c 1,982,723     1,982,723
d 193,074     193,074
e 3,380,299     3,380,299
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       5,605,432
b       233,155
c       1,982,723
d       193,074
e       3,380,299
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 11,394,683
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 220,043
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 220,043
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 220,043
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 329,220
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 329,220
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 109,177
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow109,177 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.OBERKOTTERFOUNDATION.ORG
14
The books are in care ofright arrowTERESA CARAWAY CEO Telephone no.right arrow (405) 418-4151

Located atright arrow123 SOUTH BROAD STREET 1500PHILADELPHIAPA ZIP+4right arrow19109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
TERESA CARAWAY CEO
40.00 		523,000 121,468 900
123 SOUTH BROAD ST 1500
PHILADELPHIA,PA19109
DAVID PIERSON TRUSTEE
10.00 		75,000 0 0
123 SOUTH BROAD ST 1500
PHILADELPHIA,PA19109
LYDIA DENWORTH TRUSTEE
10.00 		75,000 0 0
123 SOUTH BROAD ST 1500
PHILADELPHIA,PA19109
CEDRIC PRITCHETT TRUSTEE AS OF JAN 2025
10.00 		68,750 0 0
123 SOUTH BROAD ST 1500
PHILADELPHIA,PA19109
BRUCE ROSENFIELD TRUSTEE
10.00 		100,000 0 0
123 SOUTH BROAD ST 1500
PHILADELPHIA,PA19109
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
JACE WOLFE SR. VP OF INNOVATION
40.00 		381,078 27,871 0
123 SOUTH BROAD ST 1500
PHILADELPHIA,PA19109
ALBERT SUH VP ADMINISTRATION/GE
40.00 		349,923 17,108 0
123 SOUTH BROAD ST 1500
PHILADELPHIA,PA19109
ANDREA DUNN VP PROGRAMS
40.00 		250,517 23,617 0
123 SOUTH BROAD ST 1500
PHILADELPHIA,PA19109
JENNIFER RANSLEY VP HEARING FIRST
40.00 		238,589 8,707 0
123 SOUTH BROAD ST 1500
PHILADELPHIA,PA19109
COURTNEY LAUB ASSOCIATE VP, FINANC
40.00 		233,587 8,549 0
123 SOUTH BROAD ST 1500
PHILADELPHIA,PA19109
Total number of other employees paid over $50,000...................right arrow 19
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
MCKINNEY VENTURES LLC PAID MEDIA CONSULTANT 2,027,860
318 BLACKWELL STREET
DURHAM,NC27701
EVERYDAY HEALTH INC MARKETING AND COMMUNICATIONS CONS. 1,414,995
114 FIFTH AVENUE 15TH FLOOR
NEW YORK,NY10011
GOLDMAN SACHS INVESTMENT ADVISOR AND MANAGER 367,883
1735 MARKET STREET 29TH FLOOR
PHILADELPHIA,PA19103
EMERGENCE CREATIVE INC SOCIAL IMPACT AGENCY 296,621
1725 YORK AVENUE
NEW YORK,NY10128
HAVERFORD TRUST COMPANY INVESTMENT ADVISOR AND MANAGER 271,330
3 RADNOR CORPORATE CENTER 450
RADNOR,PA19087
Total number of others receiving over $50,000 for professional services.............right arrow8
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 SUPPORT FAMILIES TO IMPROVE OUTCOMES FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING THROUGH LISTENING AND SPOKEN LANGUAGE THROUGH HEARING FIRST 4,600,621
2 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 3,559,769
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
257,265,013
b
Average of monthly cash balances.......................
1b
20,700,127
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
277,965,140
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
277,965,140
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,169,477
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
273,795,663
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
13,689,783
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
13,689,783
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
220,043
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
220,043
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
13,469,740
4
Recoveries of amounts treated as qualifying distributions................
4
18,374
5
Add lines 3 and 4............................
5
13,488,114
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
13,488,114
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
13,787,702
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
13,787,702
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 13,488,114
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 798,608
c From 2021...... 62,449,060
d From 2022...... 7,378,272
e From 2023...... 7,511,305
f Total of lines 3a through e ........ 78,137,245
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 13,787,702
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 13,488,114
e Remaining amount distributed out of corpus 299,588
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 78,436,833
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		78,436,833
10 Analysis of line 9:
a Excess from 2020.... 798,608
b Excess from 2021.... 62,449,060
c Excess from 2022.... 7,378,272
d Excess from 2023.... 7,511,305
e Excess from 2024.... 299,588
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AG BELL ASSOCIATION FOR THE DEAF AND HARD OF HEARING

3417 VOLTA PLACE
WASHINGTON,DC20007 		  PC LSL SUPPORT-CHILDREN AND FAMILIES 1,440,000

ATLANTA SPEECH SCHOOL

3160 NORTHSIDE PARKWAY NW
ATLANTA,GA30327 		  PC LSL SUPPORT-CHILDREN AND FAMILIES 155,200

BUTLER UNIVERSITY

4600 SUNSET AVENUE
INDIANAOPLIS,IN46208 		  PC DEAF EDUCATION PROGRAM 71,978

HANDS & VOICES

PO BOX 3093
BOULDER,CO80307 		  PC LSL SUPPORT-CHILDREN AND FAMILIES 54,000

MAYO CLINIC ROCHESTERDIVISION OF GASTROENTEROLOGY & HEPATOLOGY

200 FIRST STREET SOUTHWEST
ROCHESTER,MN55905 		  PC RESEARCH 250,000

THE UNIVERSITY OF CHICAGO

5801 SOUTH ELLIS AVENUE
CHICAGO,IL60637 		  PC RESEARCH 332,667

VANDERBILT UNIVERSITY MEDICAL CENTER

PO BOX 121236
DALLAS,TX75312 		  PC LSL SUPPORT-CHILDREN AND FAMILIES 67,892
Total .................................right arrow 3a 2,371,737
bApproved for future payment

THE UNIVERSITY OF CHICAGO
5801 SOUTH ELLIS AVENUE
CHICAGO,IL60637 		  PC RESEARCH 665,333

VANDERBILT UNIVERSITY MEDICAL CENTER
PO BOX 121236
DALLAS,TX75312 		  PC LSL SUPPORT-CHILDREN AND FAMILIES 67,892
Total ................................. right arrow 3b 733,225
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 268,082  
4 Dividends and interest from securities ....     14 4,900,630  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 8,985,731  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRETURN OF CAPITAL - ALTERNATIVE INVESTMENTS 		    01 902,472  
bRETURN OF GRANTS     01 18,374  
cCLASS ACTION SETTLEMENTS     01 1,263  
dCASH BACK REWARDS - CREDIT CARD     01 2,420  
eSALE OF RETIRED COMPUTER EQUIPMENT     01 450  
fOTHER INVESTMENT INCOME     01 7,020  
12 Subtotal. Add columns (b), (d), and (e) .. 0 15,086,442 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
15,086,442
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
OBERKOTTER FOUNDATION
 
Employer identification number

23-2686151
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
OBERKOTTER FOUNDATION
  		Employer identification number
23-2686151
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
MILDRED L OBERKOTTER TUA
 
1650 MARKET ST 1200
 
PHILADELPHIA, PA19103

$ 49,841


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
OBERKOTTER FOUNDATION
  		Employer identification number

23-2686151
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
OBERKOTTER FOUNDATION
  		Employer identification number

23-2686151
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
OBERKOTTER FOUNDATION
EIN:
23-2686151
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 10,484 828   9,656

TY 2024 GeneralExplanationAttachment
Name:
OBERKOTTER FOUNDATION
EIN:
23-2686151
Identifier Return Reference Explanation
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.

TY 2024 InvestmentsCorpBondsSchedule
Name:
OBERKOTTER FOUNDATION
EIN:
23-2686151
Name of Bond End of Year Book Value End of Year Fair Market Value
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

TY 2024 InvestmentsCorpStockSchedule
Name:
OBERKOTTER FOUNDATION
EIN:
23-2686151
Name of Stock End of Year Book Value End of Year Fair Market Value
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

TY 2024 LegalFeesSchedule
Name:
OBERKOTTER FOUNDATION
EIN:
23-2686151
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 36,923 0   36,923


TY 2024 OtherAssetsSchedule
Name:
OBERKOTTER FOUNDATION
EIN:
23-2686151
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DEPOSIT - RENTAL SPACE AND VENUE 38,295 28,003 28,003


TY 2024 OtherExpensesSchedule
Name:
OBERKOTTER FOUNDATION
EIN:
23-2686151
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
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


TY 2024 OtherIncomeSchedule2
Name:
OBERKOTTER FOUNDATION
EIN:
23-2686151
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
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


TY 2024 OtherLiabilitiesSchedule
Name:
OBERKOTTER FOUNDATION
EIN:
23-2686151
Description Beginning of Year - Book Value End of Year - Book Value
401(K) PLAN CONTRIBUTIONS 20,394 20,781
FLEXIBLE SPENDING PLAN CONTRIBUTIONS 0 3,882
DEFERRED COMPENSATION - 457 PLAN 0 108,648


TY 2024 OtherProfessionalFeesSchedule
Name:
OBERKOTTER FOUNDATION
EIN:
23-2686151
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
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


TY 2024 TaxesSchedule
Name:
OBERKOTTER FOUNDATION
EIN:
23-2686151
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 425,000 0   0
DELAWARE FRANCHISE TAX 300 0   0
FOREIGN TAXES PAID 0 20,890   0