Nonprofit · EIN 23-2686151
OBERKOTTER FOUNDATION
Tax-exempt · PHILADELPHIA, PA 19109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $15,136,283 | $14,990,085 | $146,198 | $214,025,831 | $133,311 | $213,892,520 |
| November 30, 2024 | 990-PF | $150,007,629 | $15,881,852 | $134,125,777 | $213,766,716 | $20,394 | $213,746,322 |
| November 30, 2023 | 990-PF | $23,640,065 | $14,743,294 | $8,896,771 | $89,391,385 | $17,165 | $89,374,220 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $49,841
- Dividends
- $4,900,630
- Interest
- $268,082
- Net gain from sales of assets
- $8,985,731
- Other income
- $931,999
Expenses
- Grants and similar amounts paid
- $2,371,737
- Compensation of officers, directors and key employees
- $841,750
- Salaries, compensation and benefits (total)
- $3,936,531
- Disbursements for charitable purposes
- $13,787,702
- Excise tax on investment income
- $220,043
Balance sheet and other
- Total assets, start of year
- $213,766,716
- Total assets, end of year
- $214,025,831
- Total liabilities, end of year
- $133,311
- Net assets, end of year
- $213,892,520
- Fair market value of assets
- $293,211,588
- Qualifying distributions
- $13,787,702
- Net investment income
- $16,768,573
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERESA CARAWAY 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | CEO | 40 | $523,000 | $121,468 |
| JACE WOLFE 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | SR. VP OF INNOVATION Highest-paid employee | 40 | $381,078 | $27,871 |
| ALBERT SUH 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | VP ADMINISTRATION/GE Highest-paid employee | 40 | $349,923 | $17,108 |
| ANDREA DUNN 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | VP PROGRAMS Highest-paid employee | 40 | $250,517 | $23,617 |
| JENNIFER RANSLEY 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | VP HEARING FIRST Highest-paid employee | 40 | $238,589 | $8,707 |
| COURTNEY LAUB 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | ASSOCIATE VP, FINANC Highest-paid employee | 40 | $233,587 | $8,549 |
| BRUCE ROSENFIELD 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | TRUSTEE | 10 | $100,000 | $0 |
| DAVID PIERSON 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | TRUSTEE | 10 | $75,000 | $0 |
| LYDIA DENWORTH 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | TRUSTEE | 10 | $75,000 | $0 |
| CEDRIC PRITCHETT 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | TRUSTEE AS OF JAN 2025 | 10 | $68,750 | $0 |
990-PF for the year ended November 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERESA CARAWAY 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | CEO | 40 | $508,104 | $9,900 |
| JACE WOLFE 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | SR. VP OF INNOVATION Highest-paid employee | 40 | $363,911 | $2,633 |
| ALBERT SUH 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | VP ADMINISTRATION/GE Highest-paid employee | 40 | $313,271 | $0 |
| ANDREA DUNN 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | VP PROGRAMS Highest-paid employee | 40 | $238,893 | $0 |
| JENNIFER RANSLEY 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | VP HEARING FIRST Highest-paid employee | 40 | $215,904 | $5,241 |
| COURTNEY LAUB 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | SR. DIRECTOR FINANCE Highest-paid employee | 40 | $211,320 | $5,250 |
| BRUCE ROSENFIELD 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | TRUSTEE | 10 | $100,000 | $0 |
| DAVID PIERSON 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | TRUSTEE | 10 | $75,000 | $0 |
| LYDIA DENWORTH 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | TRUSTEE | 10 | $75,000 | $0 |
| MILDRED L OBERKOTTER 123 SOUTH BROAD ST 1500, PHILADELPHIA, PA 19109 | TRUSTEE TO MAY 2024 | 1 | $0 | $0 |
990-PF for the year ended November 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRUCE ROSENFIELD 1500 MARKET STREET STE 3500E, PHILADELPHIA, PA 19102 | TRUSTEE AND EXECUTIVE DIRECTOR | 40 | $400,000 | $9,150 |
| AMY NEWNAM 1500 MARKET STREET STE 3500E, PHILADELPHIA, PA 19102 | ASSOCIATE EXECUTIVE DIR. TO FEB 2023 | 40 | $350,567 | $8,423 |
| TERESA CARAWAY 1500 MARKET STREET STE 3500E, PHILADELPHIA, PA 19102 | CEO | 40 | $342,896 | $9,150 |
| JACE WOLFE 1500 MARKET ST 3500E, PHILADELPHIA, PA 19102 | SR. VP OF INNOVATION Highest-paid employee | 40 | $233,333 | $0 |
| LUKE DAVIDSON 1500 MARKET ST 3500E, PHILADELPHIA, PA 19102 | SR. MANAGER, SOFTWAR Highest-paid employee | 40 | $195,812 | $5,518 |
| WENDELYN DEMOSS 1500 MARKET ST 3500E, PHILADELPHIA, PA 19102 | SR. DIRECTOR, SPECIA Highest-paid employee | 40 | $189,162 | $5,423 |
| CHRISTEN DANIELS 1500 MARKET ST 3500E, PHILADELPHIA, PA 19102 | SR. DIRECTOR, COMMUN Highest-paid employee | 40 | $182,257 | $5,293 |
| WESTON ROYER 1500 MARKET ST 3500E, PHILADELPHIA, PA 19102 | DIRECTOR OF TECHNOLO Highest-paid employee | 40 | $176,256 | $4,785 |
| DAVID PIERSON 1500 MARKET STREET STE 3500E, PHILADELPHIA, PA 19102 | TRUSTEE | 10 | $75,000 | $0 |
| LYDIA DENWORTH 1500 MARKET STREET STE 3500E, PHILADELPHIA, PA 19102 | TRUSTEE | 10 | $75,000 | $0 |
| MILDRED L OBERKOTTER 1500 MARKET STREET STE 3500E, PHILADELPHIA, PA 19102 | TRUSTEE | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 123 SOUTH BROAD STREET 1500, PHILADELPHIA, PA 19109-1029
- In care of
- % BRUCE A ROSENFIELD EXEC DI
- Signed the 990-PF
- TERESA CARAWAY, CEO
- Phone
- (405) 418-4151
- Website
- WWW.OBERKOTTERFOUNDATION.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-2686151
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $214,025,831
- Income (IRS master file)
- $28,957,818
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $15,136,283 | $14,990,085 | $214,025,831 | IRS |
| 990-PF | November 2024 | $150,007,629 | $15,881,852 | $213,766,716 | IRS |
| 990-PF | November 2023 | $23,640,065 | $14,743,294 | $89,391,385 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2019 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2686151).
Questions about OBERKOTTER FOUNDATION
- What is the EIN of OBERKOTTER FOUNDATION?
- The employer identification number (EIN) of OBERKOTTER FOUNDATION is 23-2686151.
- Is OBERKOTTER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to OBERKOTTER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OBERKOTTER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OBERKOTTER FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OBERKOTTER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of OBERKOTTER FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 10 people; 10 received compensation from the organization, the highest $523,000 (TERESA CARAWAY, CEO).
- How much revenue does OBERKOTTER FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $15,136,283, expenses of $14,990,085 and total assets of $214,025,831 at year end.
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