Robert And Joyce Oberkotter Family Foundation

Newport, NH
Tax-exempt since Sept. 2003
EIN: 82-0577634

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.17M (2025)

Expenses

$876k (2025)

Total Assets

$14.2M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

$1,165,697

Expenses

$875,548

Net Income

$290,149

Net Assets

$14,236,676

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$395	0.0%
Dividends	$375,703	32.2%
Sales of Assets	$789,599	67.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$810,000	92.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,236,676
Total Liabilities	$0
Net Assets	$14,236,676

Compensation

Key Employees and Officers	Compensation	Other
Caryl E Mcdevitt (President)	$0	$0
Anu Mullikin (Vice President)	$0	$0
Robert J Mcdevitt (Treasurer)	$0	$0
Caryl A Mcdevitt Lawrence (Distribution Director)	$0	$0
Katelin Mcguire (Director)	$0	$0

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990-PF

Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2024

Revenue

$983,329

Expenses

$689,682

Net Income

$293,647

Net Assets

$13,850,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,735	0.3%
Dividends	$353,130	35.9%
Sales of Assets	$627,464	63.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$595,000	86.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,850,872
Total Liabilities	$0
Net Assets	$13,850,872

Compensation

Key Employees and Officers	Compensation	Other
Caryl E Mcdevitt (President)	$0	$0
Anu Mullikin (Vice President)	$0	$0
Robert J Mcdevitt (Treasurer)	$0	$0
Caryl A Mcdevitt Lawrence (Distribution Director)	$0	$0
Katelin Mcguire (Director)	$0	$0

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990-PF

Filed on Nov. 11, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2023

Revenue

$502,612

Expenses

$634,177

Net Income

-$131,565

Net Assets

$13,430,728

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,153	0.6%
Dividends	$499,459	99.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$620,771	97.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,430,728
Total Liabilities	$0
Net Assets	$13,430,728

Compensation

Key Employees and Officers	Compensation	Other
Caryl A Mc Devitt Lawrence Daughter (Director)	$2,400	$0
Anu Mullikin (Secretary)	$0	$0
Robert Mc Devitt (Treasurer)	$0	$0
Caryl Mc Devitt (President)	$0	$0
Katelin Mc Devitt Mc Guire Daughter (Director)	$0	$0

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990-PF

Filed on Feb. 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$751,411

Expenses

$683,103

Net Income

$68,308

Net Assets

$12,628,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$751,411	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$593,830	86.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,628,892
Total Liabilities	$0
Net Assets	$12,628,892

Compensation

Key Employees and Officers	Compensation	Other
Anu Mullikin (Secretary)	$0	$0
Robert Mc Devitt (Treasurer)	$0	$0
Caryl Mc Devitt (President)	$0	$0
Caryl A Mc Devitt Lawrence Daughter (Director)	$0	$0
Katelin Mc Devitt Mc Guire Daughter (Director)	$0	$0

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990-PF

Filed on Dec. 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$366,598

Expenses

$641,348

Net Income

-$274,750

Net Assets

$15,469,694

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$366,598	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$641,148	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,469,695
Total Liabilities	$1
Net Assets	$15,469,694

Compensation

Key Employees and Officers	Compensation	Other
Anu Mullikin (Secretary)	$20,694	$0
Robert Mc Devitt (Treasurer)	$0	$0
Caryl Mc Devitt (President)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending June
2020

Revenue

$461,134

Expenses

$781,640

Net Income

-$320,506

Net Assets

$11,601,353

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$461,134	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$781,640	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,601,354
Total Liabilities	$1
Net Assets	$11,601,353

Compensation

Key Employees and Officers	Compensation	Other
Anu Mullikin (Secretary)	$0	$0
Robert Mc Devitt (Treasurer)	$0	$0
Caryl Mc Devitt (President)	$0	$0

990-PF

Filed on Nov. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2019

Revenue

$537,000

Expenses

$634,479

Net Income

-$97,479

Net Assets

$12,101,455

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,355	1.0%
Interest Revenue	$0
Dividends	$531,645	99.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$634,479	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,101,455
Total Liabilities	$0
Net Assets	$12,101,455

Compensation

Key Employees and Officers	Compensation	Other
Anu Mullikin (Secretary)	$0	$0
Robert Mc Devitt (Treasurer)	$0	$0
Caryl Mc Devitt (President)	$0	$0

990-PF

Filed on Nov. 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$512,357

Expenses

$695,203

Net Income

-$182,846

Net Assets

$12,232,127

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$512,357	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$696,953	> 100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,232,127
Total Liabilities	$0
Net Assets	$12,232,127

Compensation

Key Employees and Officers	Compensation	Other
Anu Mullikin (Secretary)	$0	$0
Robert Mcdevitt (Treasurer)	$0	$0
Caryl Mcdevitt (President)	$0	$0

990-PF

Filed on Nov. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending June
2017

Revenue

$406,198

Expenses

$633,192

Net Income

-$226,994

Net Assets

$11,788,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$75	0.0%
Dividends	$406,123	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$633,192	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,788,647
Total Liabilities	$0
Net Assets	$11,788,647

Compensation

Key Employees and Officers	Compensation	Other
Anu Mullikin (Secretary)	$0	$0
Robert Mcdevitt (Treasurer)	$0	$0
Caryl Mcdevitt (President)	$0	$0

990-PF

Filed on Nov. 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$214,382

Expenses

$550,634

Net Income

-$336,252

Net Assets

$10,303,250

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$214,382	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$550,634	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,303,250
Total Liabilities	$0
Net Assets	$10,303,250

Compensation

Key Employees and Officers	Compensation	Other
Anu Mullikin (Secretary)	$0	$0
Robert Mcdevitt (Treasurer)	$0	$0
Caryl Mcdevitt (President)	$0	$0

990-PF

Filed on Nov. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$259,196

Expenses

$487,867

Net Income

-$228,671

Net Assets

$10,581,322

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$259,196	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$487,867	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,581,322
Total Liabilities	$0
Net Assets	$10,581,322

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$325,011

Expenses

$539,654

Net Income

-$214,643

Net Assets

$11,322,429

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$325,011	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$539,654	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,322,429
Total Liabilities	$0
Net Assets	$11,322,429

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$253,293

Expenses

$476,268

Net Income

-$222,975

Net Assets

$9,972,779

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$253,293	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$476,268	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,972,780
Total Liabilities	$1
Net Assets	$9,972,779

990-PF

Filed on Jan. 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

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PDF XML

Fiscal Year Ending June
2012

Revenue

$274,930

Expenses

$519,983

Net Income

-$245,053

Net Assets

$9,307,905

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$274,930	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$475,000	91.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,307,906
Total Liabilities	$1
Net Assets	$9,307,905

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated March 23, 2026

Robert And Joyce Oberkotter Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.17M (2025)

Expenses $876k (2025)

Total Assets $14.2M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Revenue

$1.17M (2025)

Expenses

$876k (2025)

Total Assets

$14.2M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003