The Robert and Joyce Oberkotter Family logo

The Robert and Joyce Oberkotter Family

NEWPORT, NH EIN: 82-0577634 Website

The Robert and Joyce Oberkotter Family Foundation is a private foundation established in 2002, based in Newport, New Hampshire. The foundation operates as a 501(c)(3) organization focused on educational grants and scholarships for high school seniors in the New England region.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$14.2M

+2.8% YoY

Annual Giving

$810K

+36.1% YoY

Grant Count

189

+11.2% YoY

Avg Grant Size

$4K

+22.4% YoY

Under IRS private-foundation payout rules, The Robert and Joyce Oberkotter Family reported a distributable amount of $691K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation funds school improvement, educational donations, and college scholarships. Primary funding areas include:

  • Education grants with emphasis on improving extracurricular activities and underfunded educational areas
  • Music, art, and athletics programs in schools
  • College scholarships for high school seniors

Grantmaking

The foundation provides scholarships to seniors at the following schools:

How to Apply

**

Ready to take the next step with The Robert and Joyce Oberkotter Family?

Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations and scholarships in:

  • New Hampshire
  • Vermont
  • Rhode Island
  • Massachusetts

Grant Distribution by State

18states
+10 more states

Cities

AlsteadAmherstAndoverBellows FallBendBeverlyBlock IslandBostonBoulderBradfordBrunswickCamdenCanaanCentervilleCharlestownChicagoClaremontCohassetColumbiaConcord

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year Ending June 2025:

  • Total assets: $14,236,676
  • Total revenues: $1,165,697
  • Total expenses: $875,548
  • Investment income and dividends: $376,098
  • Net gain from sale of non-inventory assets: $789,599

Staff: The foundation operates with 0 employees.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$321K$641K$962K$1M20212022202320242025
Metric202520242023
Total Assets$14,236,676$13,850,872$13,430,728
Revenue$1,165,697$983,329$502,612
Expenses$875,548$689,682$634,177
Qualifying Distributions$810,000$595,000$620,771
Net Investment Income$1,155,697$970,329$502,612
Distributable Amount$690,517$666,508$649,405

Giving Over Time

Total grant dollars and number of grants per year

$0$203K$405K$608K$810K2 grants20212 grants20222 grants2023170 grants2024189 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

AARON FRISCH$4KAMELIA GELINA$4KANDREW BOYCE$4KANYA RENDAHL$4KAVERY MOSENTHAL$4KBENJAMIN CARLSON$4KBETHANY DAVIS$4KBRENDAN MOOREHOUSE$4KBRYNN SMITH$4KCAROLINE HAMILTON$4K

Grant Size Distribution

106 grants across all recorded years

100<$50K3$50–100K$100–250K$250–500K3$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Aaron Frisch ($4,000), Amelia Gelina ($4,000), Andrew Boyce ($4,000).

RecipientPurposeAmount
AARON FRISCH CLAREMONT, NHCOLLEGE SCHOLARSHIP$4,000
AMELIA GELINA NEWPORT, NHCOLLEGE SCHOLARSHIP$4,000
ANDREW BOYCE WHITE RIVER JCT, VTCOLLEGE SCHOLARSHIP$4,000
ANYA RENDAHL PLAINFIELD, NHCOLLEGE SCHOLARSHIP$4,000
AVERY MOSENTHAL WHITE RIVER JCT, VTCOLLEGE SCHOLARSHIP$4,000
BENJAMIN CARLSON CORNISH FLAT, NHCOLLEGE SCHOLARSHIP$4,000
BETHANY DAVIS WHITE RIVER JCT, VTCOLLEGE SCHOLARSHIP$4,000
BRENDAN MOOREHOUSE SUNAPEE, NHCOLLEGE SCHOLARSHIP$4,000
BRYNN SMITH SUNAPEE, NHCOLLEGE SCHOLARSHIP$4,000
CAROLINE HAMILTON WHITE RIVER JCT, VTCOLLEGE SCHOLARSHIP$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
CARYL E MCDEVITTPRESIDENT1
ANU MULLIKINVICE PRESIDENT2
ROBERT J MCDEVITTTREASURER1
CARYL A MCDEVITT LAWRENCEDISTRIBUTION DIRECTOR1
KATELIN MCGUIREDIRECTOR1

Contact Information

  • Address: PO Box 45, Newport, NH 03773-0045
  • Telephone: 603-863-2340

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does The Robert and Joyce Oberkotter Family fund?

The foundation funds school improvement, educational donations, and college scholarships. Primary funding areas include: • **Education grants** with emphasis on improving extracurricular activities and underfunded educational areas • **Music, art, and athletics** programs in schools • **College scholarships** for high school seniors

How do I apply for a grant from The Robert and Joyce Oberkotter Family?

**Grant Characteristics:** • Typical award range: $3,500–$50,000 • Total annual giving: $810,000 (most recent fiscal year) **Eligible Recipients:** The foundation provides scholarships to seniors at the following schools: • Fall Mountain Regional High School • Kearsarge High School • Kimball Union Academy • Mid-Vermont Christian School • Mount Royal Academy • Newport Middle High School • Stevens High School (Claremont) • Lebanon High School • Mascoma Valley Regional High School • Sunapee High S…

Where does The Robert and Joyce Oberkotter Family make grants?

The foundation primarily funds organizations and scholarships in: • New Hampshire • Vermont • Rhode Island • Massachusetts

What size grants does The Robert and Joyce Oberkotter Family award?

In 2025, The Robert and Joyce Oberkotter Family awarded 189 grants totaling $810K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is The Robert and Joyce Oberkotter Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Robert and Joyce Oberkotter Family reported a distributable amount of $691K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Robert and Joyce Oberkotter Family's EIN?

The Robert and Joyce Oberkotter Family's EIN (Employer Identification Number) is 82-0577634. IRS Form 990 filing data is available on this page for 2021–2025.

Explore Open Grants

Browse active grant opportunities in The Robert and Joyce Oberkotter Family's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

What could you do with The Robert and Joyce Oberkotter Family on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching The Robert and Joyce Oberkotter Family to a real strategy.

Plan your approach