Funder DirectoryTHE ROBERT AND JOYCE OBERKOTTER FAMILY
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Private foundation (trust)EIN 820577634Est. 2003-09

THE ROBERT AND JOYCE OBERKOTTER FAMILY

NEWPORT, NH 03773

Accepts unsolicited proposals

Total Assets

$13.9M

FY 2023

Annual Giving

$595K

FY 2023

Grants Made

170

FY 2023

Avg Grant

$4K

FY 2023

Grant Range

$4K–$4K

Typical

Deadlines

February 1 for decisions made by april…

Applications

Programs & Activities

Program 1

$595K

Education grants (see attached)

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$983K

Total Expenses

$690K

Qualifying Distributions

$595K

Distributable Amount

$667K

Min. Investment Return

$680K

Undistributed Income

$47K

Payout rate 89%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.89%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2018 to 2023. Peak $611K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

179 grants

Recipient names are missing from the available filing data for some grants.

Town of Unity SchoolNH
$165K
3 grants
HANNAH MILLER
$4K
1 grant
KAYLA TABER
$4K
1 grant
KEENAN THYGESEN
$4K
1 grant
EMMA THYGESEN
$4K
1 grant
OLIVIA TRUMMEL
$4K
1 grant
KATHERINE VLACICH
$4K
1 grant
CALLY WEBER
$4K
1 grant

Grant Size Distribution

176 grants

<$10K
170
grants
$10–50K
2
grants
$50–250K
1
grants
$250K–1M
3
grants
$1–5M
$5M+

Geographic Focus

15 states

New Hampshire
$2.2M
92% of total
Vermont
$95K
4% of total
Rhode Island
$28K
1% of total
Massachusetts
$21K
1% of total
Colorado
$7K
0% of total
New York
$7K
0% of total
Maine
$4K
0% of total
Virginia
$4K
0% of total
Oregon
$4K
0% of total
New Jersey
$4K
0% of total

+5 more states

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THE ROBERT AND JOYCE OBERKOTTER FAMILY — Grants, Financials & Contact | Grantivo