Nonprofit · EIN 82-0577634
ROBERT AND JOYCE OBERKOTTER FAMILY FOUNDATION
Tax-exempt · NEWPORT, NH 03773
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,165,697 | $875,548 | $290,149 | $14,236,676 | $0 | $14,236,676 |
| June 30, 2024 | 990-PF | $983,329 | $689,682 | $293,647 | $13,850,872 | $0 | $13,850,872 |
| June 30, 2023 | 990-PF | $502,612 | $634,177 | -$131,565 | $13,430,728 | $0 | $13,430,728 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $375,703
- Interest
- $395
- Net gain from sales of assets
- $789,599
Expenses
- Grants and similar amounts paid
- $810,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $810,000
- Excise tax on investment income
- $16,064
Balance sheet and other
- Total assets, start of year
- $13,850,872
- Total assets, end of year
- $14,236,676
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,236,676
- Fair market value of assets
- $14,236,676
- Qualifying distributions
- $810,000
- Net investment income
- $1,165,697
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARYL E MCDEVITT 267 GILMAN POND ROAD, NEWPORT, NH 03773 | PRESIDENT | 1 | $0 |
| ANU MULLIKIN C/O DEVIN MILLIMET BRANDON PA PO, BOX 719, MANCHESTER, NH 03105 | VICE PRESIDENT | 2 | $0 |
| ROBERT J MCDEVITT 267 GILMAN POND ROAD, NEWPORT, NH 03773 | TREASURER | 1 | $0 |
| CARYL A MCDEVITT LAWRENCE PO BOX 164, SPRINGFIELD, NH 03284 | DISTRIBUTION DIRECTOR | 1 | $0 |
| KATELIN MCGUIRE 21 OLESEN ROAD, DERRY, NH 03038 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARYL E MCDEVITT 267 GILMAN POND ROAD, NEWPORT, NH 03773 | PRESIDENT | 1 | $0 |
| ANU MULLIKIN C/O DEVIN MILLIMET BRANDON PA PO, BOX 719, MANCHESTER, NH 03105 | VICE PRESIDENT | 2 | $0 |
| ROBERT J MCDEVITT 267 GILMAN POND ROAD, NEWPORT, NH 03773 | TREASURER | 1 | $0 |
| CARYL A MCDEVITT LAWRENCE PO BOX 164, SPRINGFIELD, NH 03284 | DISTRIBUTION DIRECTOR | 1 | $0 |
| KATELIN MCGUIRE 21 OLESEN ROAD, DERRY, NH 03038 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Caryl A McDevitt Lawrence Daughter PO Box 164, Springfield, NH 03284 | Director | 1 | $2,400 |
| Anu Mullikin C/O Devine Millimet BranchPA PO Box, Manchester, NH 03105 | Secretary | 2 | $0 |
| Robert McDevitt 267 Gilman Pond Road, Newport, NH 03773 | Treasurer | 1 | $0 |
| Caryl McDevitt 267 Gilman Pond Road, Newport, NH 03773 | President | 1 | $0 |
| Katelin McDevitt McGuire Daughter 21 Olesen Road, Derry, NH 03038 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 45, NEWPORT, NH 03773-0045
- In care of
- % ROBERT J MCDEVITT
- Signed the 990-PF
- ROBERT MCDEVITT, PRESIDENT
- Phone
- (603) 863-2340
- Return prepared by
- AM PEISCH & COMPANY 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 82-0577634
- 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
- 2003
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $14,236,676
- Income (IRS master file)
- $2,928,827
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,165,697 | $875,548 | $14,236,676 | IRS |
| 990-PF | June 2024 | $983,329 | $689,682 | $13,850,872 | XML |
| 990-PF | June 2023 | $502,612 | $634,177 | $13,430,728 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 82-0577634).
Questions about ROBERT AND JOYCE OBERKOTTER FAMILY FOUNDATION
- What is the EIN of ROBERT AND JOYCE OBERKOTTER FAMILY FOUNDATION?
- The employer identification number (EIN) of ROBERT AND JOYCE OBERKOTTER FAMILY FOUNDATION is 82-0577634.
- Is ROBERT AND JOYCE OBERKOTTER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to ROBERT AND JOYCE OBERKOTTER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT AND JOYCE OBERKOTTER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT AND JOYCE OBERKOTTER FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT AND JOYCE OBERKOTTER FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ROBERT AND JOYCE OBERKOTTER FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ROBERT AND JOYCE OBERKOTTER FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,165,697, expenses of $875,548 and total assets of $14,236,676 at year end.
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