Robert And Joyce Oberkotter Family Foundation
- Assets
- $12.6m
- Revenue
- $751.4k
- Investments
- $12.5m
- Employees
- 0
- Location
- Newport, NH
- Founding
- 09/2003
- Data as of
- 06/2022
- EIN
- 82-0577634
Organization Overview
Robert And Joyce Oberkotter Family Foundation is located in Newport, NH. The organization was established in 2003. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Robert And Joyce Oberkotter Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Robert And Joyce Oberkotter Family Foundation generated $751.4k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 19.6% each year . All expenses for the organization totaled $683.1k during the year ending 06/2022. While expenses have increased by 3.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Robert And Joyce Oberkotter Family Foundation has awarded 34 individual grants totaling $4,278,285. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
EDUCATION GRANTS (SEE ATTACHED)
UNITY ELEMENTARY SCHOOL ( TOWN PUBLIC SCHOOL)
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert Mcdevitt Treasurer | 1 | $0 | |
Caryl Mcdevitt President | 1 | $0 | |
Caryl A Mcdevitt Lawrence Daughter Director | 1 | $0 | |
Katelin Mcdevitt Mcguire Daughter Director | 1 | $0 | |
Anu Mullikin Secretary | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $751,411 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $104,882 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $751,411 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $54,969 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $16,089 |
| Total operating and administrative expenses | $89,273 |
| Contributions, gifts, grants paid | $593,830 |
| Total expenses and disbursements | $683,103 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $164,939 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $12,628,892 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Robert And Joyce Oberkotter Family Foundation has awarded $593,830 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
SEE ATTACHED SHEETS PURPOSE: COLLEGE SCHOLARSHIP | $533,830 |
TOWN OF UNITY SCHOOLNH PURPOSE: SCHOOL IMPROVEMENT | $60,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Harold Grinspoon Foundation Agawam, MA | $968,665,027 | $58,159,410 |
Lynch Foundation Boston, MA | $176,006,196 | $42,142,694 |
Trustees Under The Will Of Herman Dana Newton, MA | $0 | $3,151,156 |
Davis Family Foundation Yarmouth, ME | $94,934,752 | $3,904,982 |
Herman And Frieda L Miller Foundation Boston, MA | $0 | $1,453,299 |
Carl Benton Straub Charitable Trust Brunswick, ME | $0 | $2,800,114 |
Elizabeth Deblois Charitable Trust Dtd 113068 Boston, MA | $42,663,522 | $5,064,165 |
Jobson Family Foundation Wellesley, MA | $38,480,789 | $7,536,069 |
Scott A Nathan Charitable Tr Boston, MA | $6,622,498 | $4,024 |
The Marion Institute Inc Marion, MA | $1,815,280 | $2,011,287 |
Evans Fam Foundation Boston, MA | $4,637,148 | $3,192,838 |
G Gorham Peters Trust Uw Boston, MA | $11,494,096 | $1,330,629 |