Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
Name of foundation
THE ROBERT AND JOYCE OBERKOTTER FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 45
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWPORT, NH03773
A Employer identification number

82-0577634
B Telephone number (see instructions)

(603) 863-2340
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$13,850,872J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,735 2,735  
4 Dividends and interest from securities... 353,130 353,130  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 627,464
b Gross sales price for all assets on line 6a 1,455,228
7 Capital gain net income (from Part IV, line 2)... 627,464
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 983,329 983,329  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
54,732 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,500 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
19,822 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,000 13,000   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
628 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,682 13,000   0
25 Contributions, gifts, grants paid....... 595,000 595,000
26 Total expenses and disbursements. Add lines 24 and 25 689,682 13,000   595,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 293,647
b Net investment income (if negative, enter -0-) 970,329
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   1 1
2 Savings and temporary cash investments......... -187,817 -296,912 -296,912
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,618,545 Click to see attachment
List of Attached Documents:
// Content
14,147,783 		14,147,783
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,430,728 13,850,872 13,850,872
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,628,892 12,628,892
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 801,836 1,221,980
29 Total net assets or fund balances (see instructions)..... 13,430,728 13,850,872
30 Total liabilities and net assets/fund balances (see instructions). 13,430,728 13,850,872
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,430,728
2
Enter amount from Part I, line 27a .....................
2
293,647
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
126,497
4
Add lines 1, 2, and 3 ..........................
4
13,850,872
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,850,872
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 146.235 SHS FRANKLIN MGD TR RISING DIVIDS PORTFOLIO CL A   2010-10-15 2023-07-19
b 331.510 SHS FRANKLIN MGD TR RISING DIVIDS PORTFOLIO CL A   2019-12-03 2023-07-19
c 3.059 SHS FRANKLIN MGD TR RISING DIVIDS PORTFOLIO CL A   2019-12-03 2023-07-19
d 628.406 SHS FRANKLIN MGD TR RISING DIVIDS PORTFOLIO CL A   2021-12-02 2023-07-19
e 1.161 SHS FRANKLIN MGD TR RISING DIVIDS PORTFOLIO CL A   2021-12-02 2023-07-19
111.000 SHS UNITED PARCEL SERVICE-B   1960-01-01 2023-07-25
1,542.000 SHS UNITED PARCEL SERVICE-B   1960-01-01 2023-07-25
547.000 SHS UNITED PARCEL SERVICE-B   1960-01-01 2023-07-25
1,171.372 SHS FRANKLIN MGD TR RISING DIVIDS PORTFOLIO CL A   2010-10-15 2023-11-13
1,747.11894 SHS NEW WORLD FUND CLASS A   2013-10-21 2023-11-13
1,054.78606 SHS NEW WORLD FUND CLASS A   2013-10-21 2023-11-13
36,810.607 SHS TEMPLETON GLOBAL BOND FUND CL A   2014-10-09 2023-11-13
98.161 SHS TEMPLETON GLOBAL BOND FUND CL A   2014-12-16 2023-11-13
952.626 SHS WASH MUTUAL INVS FD INC CLASS A   2021-06-17 2023-11-13
601.821 SHS WASH MUTUAL INVS FD INC CLASS A   2021-12-20 2023-11-13
289.211 SHS WASH MUTUAL INVS FD INC CLASS A   2022-06-16 2023-11-13
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 13,169   4,625 8,544
b 29,854   22,307 7,547
c 275   206 69
d 56,590   57,455 -865
e 105   106 -1
20,843   209 20,634
289,616   2,899 286,717
102,737   1,028 101,709
100,000   37,050 62,950
124,709   104,722 19,987
75,291   63,225 12,066
262,460   429,908 -167,448
700   1,044 -344
51,667   53,052 -1,385
32,640   35,285 -2,645
15,686   14,643 1,043
278,886     278,886
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       8,544
b       7,547
c       69
d       -865
e       -1
      20,634
      286,717
      101,709
      62,950
      19,987
      12,066
      -167,448
      -344
      -1,385
      -2,645
      1,043
      278,886
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 627,464
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 13,488
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 13,488
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,488
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 18,014
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,014
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,526
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,526 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowROBERT J MCDEVITT Telephone no.right arrow (603) 863-2340

Located atright arrowPO BOX 45NEWPORTNH ZIP+4right arrow03773
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CARYL E MCDEVITT PRESIDENT
1.00 		0 0 0
267 GILMAN POND ROAD
NEWPORT,NH03773
ANU MULLIKIN VICE PRESIDENT
2.00 		0 0 0
C/O DEVIN MILLIMET BRANDON PA PO
BOX 719
MANCHESTER,NH03105
ROBERT J MCDEVITT TREASURER
1.00 		0 0 0
267 GILMAN POND ROAD
NEWPORT,NH03773
CARYL A MCDEVITT LAWRENCE DISTRIBUTION DIRECTOR
1.00 		0 0 0
PO BOX 164
SPRINGFIELD,NH03284
KATELIN MCGUIRE DIRECTOR
1.00 		0 0 0
21 OLESEN ROAD
DERRY,NH03038
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
DEVINE MILLIMET LEGAL SERVICES 54,732
111 AMHERST ST
MANCHESTER,NH03101
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 EDUCATION GRANTS (SEE ATTACHED) 595,000
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
13,527,255
b
Average of monthly cash balances.......................
1b
279,767
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,807,022
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
13,807,022
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
207,105
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,599,917
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
679,996
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
679,996
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,488
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,488
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
666,508
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
666,508
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
666,508
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
595,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
595,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 666,508
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 24,117
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 24,117
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 595,000
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 595,000
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 24,117 24,117
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		47,391
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ANU MULLIKIN
111 AMHERST ST
MANCHESTER,NH03101
(603) 695-8536
OBERKOTTERFAMILYFOUN@DEVINEMILLIMET.COM
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS MAY BE SUMITTED VIA EMAIL OR PAPER MAIL. APPLICATIONS SHOULD INCLUDE TRANSCRIPT(S), LETTERS OF RECOMMENDATION, AND A NARRATIVE ESSAY.
cAny submission deadlines:
FEBRUARY 1 FOR DECISIONS MADE BY APRIL 30. SEPTEMBER 1 FOR ALL OTHER APPLICANTS
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARD LIMIT IS $3,500 PER RECIPIENT, AND RECIPIENT MUST HAVE ATTENDED ONE THE FOLLOWING SCHOOLS: FALL MOUNTAIN REGIONAL HS, KEARSARGE REGIONAL HS, KIMBALL UNION ACADEMY, MID-VERMONT CHRISTIAN SCHOOL, MOUNT ROYAL ACADEMY, NEWPORT MIDDLE HS, SETVENS HS, LEBANAN HS, MASCOMA VALLEY REGIONAL HS, WINDSOR HS, PROCTOR ACADEMY, THE BLOCK ISLAND SCHOOL, CLAREMONT CHRISTIAN ACADEMY, HARTFORD HS, SPRINGFIELD HS, SUNAPEE HS, HANOVER HS.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ISABELLA ADAMS

118 RENIHAN MEADOWS
LEBANON,NH03766 		NONE   COLLEGE SCHOLARSHIP 3,500

BENJAMIN ALMSTROM

405 CROSS ROAD
GOSHEN,NH03752 		NONE   COLLEGE SCHOLARSHIP 3,500

GWENDOLYN AMBROSE

61 ASCUTNEY STREET
WINDSOR,VT05089 		NONE   COLLEGE SCHOLARSHIP 3,500

AVERY BEAN

1406 NH ROUTE 120
CORNISH,NH03745 		NONE   COLLEGE SCHOLARSHIP 3,500

SAYAN BHATTACHARYA

67 GREENSBORO ROAD
HANOVER,NH03775 		NONE   COLLEGE SCHOLARSHIP 3,500

ABAGAIL CARMICHAEL

165 SOUTH MAIN STREET UNIT 5
NEWPORT,NH03773 		NONE   COLLEGE SCHOLARSHIP 3,500

AUBREY CONANT

74 WEST STREET
CHARLESTOWN,NH03603 		NONE   COLLEGE SCHOLARSHIP 3,500

JORDAN DAVIS

47 ACORN STREET
WHITE RIVER JCT,VT05001 		NONE   COLLEGE SCHOLARSHIP 3,500

JASON DEMARS

24 MANN COURT
CLAREMONT,NH03743 		NONE   COLLEGE SCHOLARSHIP 3,500

FAITH DOUGLAS

11 CLEARWATER DRIVE
GRANTHAM,NH03753 		NONE   COLLEGE SCHOLARSHIP 3,500

TEEGAN DUFFY

75 NORTH GROVE STREET
RUTLAND,VT05701 		NONE   COLLEGE SCHOLARSHIP 3,500

RILEY DUPONT

4572 MCARTHUR DRIVE
BOULDER,CO80303 		NONE   COLLEGE SCHOLARSHIP 3,500

CAMERON FERLAND

184 BROAD STREET
CLAREMONT,NH03743 		NONE   COLLEGE SCHOLARSHIP 3,500

GABRIELLA GARDNER

140 CHANDLER ROAD
WHITE RIVER JCT,VT05001 		NONE   COLLEGE SCHOLARSHIP 3,500

JODIE GRATTON

204 MAIN STREET
ANDOVER,NH03216 		NONE   COLLEGE SCHOLARSHIP 3,500

KAILYN GUYOTTE

222 JABE MEADOW ROAD
CHARLESTOWN,NH03603 		NONE   COLLEGE SCHOLARSHIP 3,500

MADISON JEWELL

934 STAGE ROAD
PLAINFIELD,NH03781 		NONE   COLLEGE SCHOLARSHIP 3,500

ZACHARY JOHNSON

76 HOWE LANE
TUMBRIDGE,VT05077 		NONE   COLLEGE SCHOLARSHIP 3,500

DELIA LESLIE

63 BEACH ROAD
CROYDON,NH03773 		NONE   COLLEGE SCHOLARSHIP 3,500

BETHANY LESSARD

55 HILL ROAD
ALSTEAD,NH03602 		NONE   COLLEGE SCHOLARSHIP 3,500

EMILY LEWIS

259 ASTER DRIVE
WHITE RIVER JCT,VT05001 		NONE   COLLEGE SCHOLARSHIP 3,500

TYLER-JAY MADIN

1122 US ROUTE 4
CANAAN,NH03741 		NONE   COLLEGE SCHOLARSHIP 3,500

BRYSON MARTIN

55 CLAYTON LANE
CHARLESTOWN,NH03603 		NONE   COLLEGE SCHOLARSHIP 3,500

CAROLINE MCMAHON

96 NORTH ROAD
SUNAPEE,NH03782 		NONE   COLLEGE SCHOLARSHIP 3,500

HAILEY MILLER

16 HILL VIEW DRIVE
CANAAN,NH03741 		NONE   COLLEGE SCHOLARSHIP 3,500

KARA MILLER

165 JAMES WAY
GRAFTON,NH03240 		NONE   COLLEGE SCHOLARSHIP 3,500

TORI MONTAGNA

70 WEST SIDE DRIVE
NEW LONDON,NH03557 		NONE   COLLEGE SCHOLARSHIP 3,500

EMMAH O'CONNOR

115 BALL PARK ROAD
GOSHEN,NH03752 		NONE   COLLEGE SCHOLARSHIP 3,500

GABRIEL OUELLETTE

483 GILLINGHAM DRIVE
NEWBURY,NH03255 		NONE   COLLEGE SCHOLARSHIP 3,500

BAILEY PAYNE

388 HIGH STREET
NEW SHOREHAM,RI02807 		NONE   COLLEGE SCHOLARSHIP 3,500

GABRIELLA PIERCE

440 TURNPIKE ROAD
CANAAN,NH03741 		NONE   COLLEGE SCHOLARSHIP 3,500

ADDY PIFER

162 HAYWARD ROAD
CROYDON,NH03773 		NONE   COLLEGE SCHOLARSHIP 3,500

ANNA PREECE

72 CABOT DRIVE
WINDSOR,VT05089 		NONE   COLLEGE SCHOLARSHIP 3,500

GRACE PRUNIER

15 RICHARDS LN
CROYDON,NH03773 		NONE   COLLEGE SCHOLARSHIP 3,500

CHARLES REEVE

84 TODD FARM LANE
NEW LONDON,NH03257 		NONE   COLLEGE SCHOLARSHIP 3,500

BEATRICE ROBBLEE

1376 SKYLINE DRIVE
SPRINGFIELD,VT05156 		NONE   COLLEGE SCHOLARSHIP 3,500

CORA RYAN

1339 SNAKE HOLE ROAD
NEW SHOREHAM,RI02807 		NONE   COLLEGE SCHOLARSHIP 3,500

SYDNEY SANDOR

888 BEAVER MEADOW ROAD
NORWICH,VT05055 		NONE   COLLEGE SCHOLARSHIP 3,500

KATIE SHARRON

353 W UNITY ROAD
UNITY,NH03743 		NONE   COLLEGE SCHOLARSHIP 3,500

THOMAS SHEPERD

5 TILLINGHAST ROAD
NORTH SUTTON,NH03260 		NONE   COLLEGE SCHOLARSHIP 3,500

BRENEE SHIPLEY

76 BOMHOWER ST EXT
LEBANON,NH03766 		NONE   COLLEGE SCHOLARSHIP 3,500

CARLY SOLOMON

119 STONE BRIDGE ROAD
WILMONT,NH03287 		NONE   COLLEGE SCHOLARSHIP 3,500

NICOLE SUCKOW

50 MARSH HILL ROAD
PLAINFIELD,NH03781 		NONE   COLLEGE SCHOLARSHIP 3,500

MORGAN SUMMERTON

8 ELM STREET
SUNAPEE,NH03782 		NONE   COLLEGE SCHOLARSHIP 3,500

MICHENADER SYLVAIN

4 BRAEMAR ROAD
BRUNSWICK,ME04011 		NONE   COLLEGE SCHOLARSHIP 3,500

DANIELLE VARELA

8 MANOR DRIVE APT 5
CLAREMONT,NH03743 		NONE   COLLEGE SCHOLARSHIP 3,500

MATTHEW WILMOT

565 HANOVER STREET
CLAREMONT,NH03743 		NONE   COLLEGE SCHOLARSHIP 3,500

GABRIEL OLIN

10 BIRCH HILL ROAD
WARNER,NH03278 		NONE   COLLEGE SCHOLARSHIP 3,500

HENRY MULLOY

20 RIVERDALE PARKWAY
LEBANON,NH03766 		NONE   COLLEGE SCHOLARSHIP 3,500

LESLIE ANGUS

142 JOB SEAMAN ACRES
NEW LONDON,NH03257 		NONE   COLLEGE SCHOLARSHIP 3,500

ZINA ASANTE

69 SAGAMORE AVE
MEDFORD,MA02115 		NONE   COLLEGE SCHOLARSHIP 3,500

ELIZABETH BENNETT

1911 SOUTH JOSEPHINE ST APT 201
DENVER,CO80210 		NONE   COLLEGE SCHOLARSHIP 3,500

LOGAN FALZARANO

485 MERIDEN RD
LEBANON,NH03766 		NONE   COLLEGE SCHOLARSHIP 3,500

MICHAELA GREGORY

355 ELM AVE SW
ROANOKE,VA24016 		NONE   COLLEGE SCHOLARSHIP 3,500

AMANDA HINDS

13 WYLIE STREET
HAMILTON,NY13346 		NONE   COLLEGE SCHOLARSHIP 3,500

NICHOLAS HO

903 NW NEWPORT AVE
BEND,OR97703 		NONE   COLLEGE SCHOLARSHIP 3,500

JACINTA HOGAN

84 LAUREL STREET
NEWPORT,NH03773 		NONE   COLLEGE SCHOLARSHIP 3,500

DARIEN HUBERT

179 SPRINGFIELD RD
NEWPORT,NH03773 		NONE   COLLEGE SCHOLARSHIP 3,500

ALEXIS MATTE

330 COPPER ST
CAMDEN,NJ08102 		NONE   COLLEGE SCHOLARSHIP 3,500

SILAS MONJE

97 IRVING AVE
PROVIDENCE,RI02906 		NONE   COLLEGE SCHOLARSHIP 3,500

ANDREW NORMANDIN

12 RIDGELAND RD
SMITHFIELD,RI02917 		NONE   COLLEGE SCHOLARSHIP 3,500

ELYSE ROBCHINUK

650 SARATOGA RD APT 1
SCHENECTADY,NY12302 		NONE   COLLEGE SCHOLARSHIP 3,500

HANNAH SCOTT

103 LEDGEWOOD RD
CLAREMONT,NH03743 		NONE   COLLEGE SCHOLARSHIP 3,500

ALEXIS ABELLA

25 LEWIS PLACE
CLAREMONT,NH03743 		NONE   COLLEGE SCHOLARSHIP 3,500

ELIZABETH ANGUS

142 JOB SEAMAN ACRES
NEW LONDON,NH03257 		NONE   COLLEGE SCHOLARSHIP 3,500

JACKSON BLACH

6 RICE ROAD
HARTLAND,VT05048 		NONE   COLLEGE SCHOLARSHIP 3,500

BAILEY BEAKES

90 WOODS RUN
ROLLINSFORD,NH03869 		NONE   COLLEGE SCHOLARSHIP 3,500

LAIKEN BECKER

246 TWISTBACK ROAD
CLAREMONT,NH03743 		NONE   COLLEGE SCHOLARSHIP 3,500

MATTHEW BECKER

246 TWISTBACK ROAD
CLAREMONT,NH03743 		NONE   COLLEGE SCHOLARSHIP 3,500

BRICE BENDIXSEN

42 TUCKER MOUNTAIN RD
ANDOVER,NH03216 		NONE   COLLEGE SCHOLARSHIP 3,500

NOELL BERGERON

99 YOUNG HILL RD
SUNAPEE,NH03782 		NONE   COLLEGE SCHOLARSHIP 3,500

TANNER BESETTE

345 COLONIAL DRIVE
WHITE RIVER JCT,VT05001 		NONE   COLLEGE SCHOLARSHIP 3,500

CATHERINE BLISS

7 EASTMAN LOOP
NEWPORT,NH03773 		NONE   COLLEGE SCHOLARSHIP 3,500

ANDREW BOYCE

246 OZZY LANE
WHITE RIVER JCT,VT05001 		NONE   COLLEGE SCHOLARSHIP 3,500

SYDNIE BRAHAN

PO BOX 382
NORTH SUTTON,NH03260 		NONE   COLLEGE SCHOLARSHIP 3,500

ISABEL BUSHWAY

2 JAMSE STREET
CHARLESTOWN,NH03603 		NONE   COLLEGE SCHOLARSHIP 3,500

ELIZA CARDILLO

173 SEAMANS RD
NEW LONDON,NH03257 		NONE   COLLEGE SCHOLARSHIP 3,500

BENJAMIN CARLSON

PO BOX 98
CORNISH FLAT,NH03746 		NONE   COLLEGE SCHOLARSHIP 3,500

SOPHIA CARNEVALE

8 ALPINE COURT
SUNAPEE,NH03782 		NONE   COLLEGE SCHOLARSHIP 3,500

SAUL CHAVEZ MUNOZ

7022 JEANNETTE STREET
NEW ORLEANS,LA70118 		NONE   COLLEGE SCHOLARSHIP 3,500

TREY CHICKERING

581 DUNBAR HILL ROAD
GRATHAM,NH03753 		NONE   COLLEGE SCHOLARSHIP 3,500

MADISON CLARK

9 EDGEBROOK PARK
BELLOWS FALL,VT05101 		NONE   COLLEGE SCHOLARSHIP 3,500

MEGHAN CLOUGH

126 JONES HILL ROAD
ENFIELD,NH03748 		NONE   COLLEGE SCHOLARSHIP 3,500

CARTHERINE COLE

450 POVERTY LANE
LEBANON,NH03766 		NONE   COLLEGE SCHOLARSHIP 3,500

KELSEY COUITT

128 NUTTING ROAD
SUNAPEE,NH03782 		NONE   COLLEGE SCHOLARSHIP 3,500

RORY CRAWFORD

1277 SPRING STREET
BLOCK ISLAND,RI02807 		NONE   COLLEGE SCHOLARSHIP 3,500

TYLER CURRIER

PO BOX 742
NEWPORT,NH03773 		NONE   COLLEGE SCHOLARSHIP 3,500

BETHANY DAVIS

47 ACORN STREET
WHITE RIVER JCT,VT05001 		NONE   COLLEGE SCHOLARSHIP 3,500

KAI DORON

3300 RACE ST RM 217 B-1
PHILADELPHIA,PA19104 		NONE   COLLEGE SCHOLARSHIP 3,500

NORA DUNNINGAN

25 MARCH HILL RD
ALSTEAD,NH03602 		NONE   COLLEGE SCHOLARSHIP 3,500

BRAEDEN FALZARANO

485 MERIDEN RD
LEBANON,NH03766 		NONE   COLLEGE SCHOLARSHIP 3,500

WILLIAM FINGER

88 ANDERSON HILL RD
ENFIELD,NH03748 		NONE   COLLEGE SCHOLARSHIP 3,500

KATHERINE FLANAGAN

7 DEE RD
LEXINGTON,MA02420 		NONE   COLLEGE SCHOLARSHIP 3,500

NORA FLANAGAON

7 DEE RD
LEXINGTON,MA02420 		NONE   COLLEGE SCHOLARSHIP 3,500

HARPER FLINT

32 CENTRAL ST
SUNAPEE,NH03782 		NONE   COLLEGE SCHOLARSHIP 3,500

JONAH FLINT

32 CENTRAL ST
SUNAPEE,NH03782 		NONE   COLLEGE SCHOLARSHIP 3,500

JESSE FOOTE

65 RIDGE AVE
CLAREMONT,NH03743 		NONE   COLLEGE SCHOLARSHIP 3,500

AARON FRISCH

9 BOND ST
CLAREMONT,NH03743 		NONE   COLLEGE SCHOLARSHIP 3,500

AMELIA GELINA

12 BLUEBERRY RIDGE RD
NEWPORT,NH03773 		NONE   COLLEGE SCHOLARSHIP 3,500

MAKENNA GRILLONE

140 BLACKJACK CROSSING
WALPOLE,NH03608 		NONE   COLLEGE SCHOLARSHIP 3,500

CHARLOTTE HALL

PO BOX 584
BLOCK ISLAND,RI02807 		NONE   COLLEGE SCHOLARSHIP 3,500

CAROLINE HAMILTON

304 COLONIAL DRIVE
WHITE RIVER JCT,VT05001 		NONE   COLLEGE SCHOLARSHIP 3,500

ELOISE HAMPTON

46 CHAMBERLAIN ST
ST ANDREWS FIFE,SCOTLANDKY16 8JG
UK 		NONE   COLLEGE SCHOLARSHIP 3,500

JULIETTE HAMPTON

10 OLD STAGE COACH RD
PLAINFI,NH03781 		NONE   COLLEGE SCHOLARSHIP 3,500

SPENCER HARRINGTON

PO BOX 144
WALPOLE,NH03608 		NONE   COLLEGE SCHOLARSHIP 3,500

LYLA HOLOBOWICZ

20 MELODY LANE
SUNAPEE,NH03782 		NONE   COLLEGE SCHOLARSHIP 3,500

GUDINESH HORNER-RICHARDSON

25 MILL VILLAGE RD
CORNISH,NH03745 		NONE   COLLEGE SCHOLARSHIP 3,500

KALEB HOULE-LAWRENCE

54 MECHANIC STREET
ALSTEAD,NH03602 		NONE   COLLEGE SCHOLARSHIP 3,500

NOAH HUEBNER

1403 CHURCHILL RD
WEST WINDSOR,VT05037 		NONE   COLLEGE SCHOLARSHIP 3,500

ENRIQUE INGRAM MENDEZ

81 KINGSBURY RD
WALPOLE,NH03608 		NONE   COLLEGE SCHOLARSHIP 3,500

MATTHEW JACHIM-GALLAGHER

39 ZINN ROAD
SPOFFORD,NH03462 		NONE   COLLEGE SCHOLARSHIP 3,500

DARREN JANICKE

PO BOX 308
NEWPORT,NH03773 		NONE   COLLEGE SCHOLARSHIP 3,500

ALEXA JENKINS

PO BOX 14
GRANTHAM,NH03752 		NONE   COLLEGE SCHOLARSHIP 3,500

PAIGE JETTE

245 METHODIST HILL RD
ED,NH03748 		NONE   COLLEGE SCHOLARSHIP 3,500

CASSIDY JOSLIN

299 FORREST AVE
COHASSET,MA02025 		NONE   COLLEGE SCHOLARSHIP 3,500

AVERY KANTOR

8 WELLINGTON CIRCLE
LEBANON,NH03766 		NONE   COLLEGE SCHOLARSHIP 3,500

PARKER KEHOE

32 SPRUCE ST
WHITE RIVER JCT,VT05001 		NONE   COLLEGE SCHOLARSHIP 3,500

JAGER KLEMA

PO BOX 77
CHARLESTOWN,NH03603 		NONE   COLLEGE SCHOLARSHIP 3,500

ETHAN LAMB

60 SHORE DRIVE
GRANTHAM,NH03753 		NONE   COLLEGE SCHOLARSHIP 3,500

ELLA LOWMAN

392 MAPLE STREET
ANDOVER,NH03216 		NONE   COLLEGE SCHOLARSHIP 3,500

HILLARY MACKALL

36 GOODRICH FOUR CORNERS RD
NORWICH,VT05055 		NONE   COLLEGE SCHOLARSHIP 3,500

NELSON MAKECHNIE

TIMBLE CREEK DR
WEST JORDAN,UT84088 		NONE   COLLEGE SCHOLARSHIP 3,500

KATERINA MANIATIS

8525 AVE SAN-FRANSISCO
SAN FRANSISCO,BROSSARD QCJ4X 1W4
CA 		NONE   COLLEGE SCHOLARSHIP 3,500

DONALD MCCARTHY

34 BROOKS RD
LINCOLN,MA01773 		NONE   COLLEGE SCHOLARSHIP 3,500

JESSE MCDONNELL

PO BOX 796
GRANTHAM,NH03753 		NONE   COLLEGE SCHOLARSHIP 3,500

MICA MCGINLEY-SMITH

52 RIVER RD
HANOVER,NH03755 		NONE   COLLEGE SCHOLARSHIP 3,500

MORGAN MCKEEN

321 GREEN VALLEY RD
PERKINSVILLE,VT05151 		NONE   COLLEGE SCHOLARSHIP 3,500

GRACE MCMENAMAN

645 PLEASANT STREET
NEW LONDON,NH03257 		NONE   COLLEGE SCHOLARSHIP 3,500

LYDIA MELLON

PO BOX 1791
GRANTHAM,NH03753 		NONE   COLLEGE SCHOLARSHIP 3,500

MARIA MENDEZ

81 KINGSBURY RD
WALPOLE,NH03608 		NONE   COLLEGE SCHOLARSHIP 3,500

SADIE MIELCARZ

12 HOUGH ST
LEBANON,NH03766 		NONE   COLLEGE SCHOLARSHIP 3,500

HANNAH MILLER

65 RIDGE AVE
CLAREMONT,NH03743 		NONE   COLLEGE SCHOLARSHIP 3,500

MADISON MILLER

277 EAST MOUNTAIN RD
NEWPORT,NH03773 		NONE   COLLEGE SCHOLARSHIP 3,500

EMMET MOEYKENS

8 LOWELL ST
WINDSOR,VT05089 		NONE   COLLEGE SCHOLARSHIP 3,500

MARISSA MONTAGNA

70 WEST SIDE DRIVE
NEW LONDON,NH03257 		NONE   COLLEGE SCHOLARSHIP 3,500

BRENDAN MOOREHOUSE

56 SUNNY LANE
SUNAPEE,NH03782 		NONE   COLLEGE SCHOLARSHIP 3,500

AVERY MOSENTHAL

107 BERRY HILL
WHITE RIVER JCT,VT05001 		NONE   COLLEGE SCHOLARSHIP 3,500

SEAN MOYNIHAN

216 RYDER CORNER RD
SUNAPEE,NH03782 		NONE   COLLEGE SCHOLARSHIP 3,500

MEGAN NORRIS

233 STONEY BROOK RD
NEW LONDON,NH03257 		NONE   COLLEGE SCHOLARSHIP 3,500

ISABELLA OSGOOD

PO BOX 1015
GOSHEN,NH03752 		NONE   COLLEGE SCHOLARSHIP 3,500

LIAM OUELLETE

483 GILLINGHAM DRIVE
NEWBURY,NH03255 		NONE   COLLEGE SCHOLARSHIP 3,500

EVELYN PAGE

1587 HUNT ROAD
WINDSOR,VT05089 		NONE   COLLEGE SCHOLARSHIP 3,500

LYNDSEY PATTEN

486 BRADFORD
NEWPORT,NH03773 		NONE   COLLEGE SCHOLARSHIP 3,500

VANESSA POLLARI

4 DOWD LANE
SUNAPEE,NH03782 		NONE   COLLEGE SCHOLARSHIP 3,500

MADELIN PRAK

PO BOX 500
SOUTH SUTTON,NH03273 		NONE   COLLEGE SCHOLARSHIP 3,500

DOMINIC PUKSTA

10 PETRIN HEIGHTS ROAD
CLAREMONT,NH03743 		NONE   COLLEGE SCHOLARSHIP 3,500

MELANIE REED

81 SARGENT ROAD
SUNAPEE,NH03782 		NONE   COLLEGE SCHOLARSHIP 3,500

MOLLY REED

PO BOX 493559
MOUNT BERRY,GA30149 		NONE   COLLEGE SCHOLARSHIP 3,500

ANYA RENDAHL

224 ROUTE 120
PLAINFIELD,NH03781 		NONE   COLLEGE SCHOLARSHIP 3,500

PEYTON RICHARDSON

364 BACK MOUNTAIN ROAD
WINDSOR,VT05089 		NONE   COLLEGE SCHOLARSHIP 3,500

LUCY RIGBY LEATHER

PO BOX 897
BLOCK ISLAND,RI02807 		NONE   COLLEGE SCHOLARSHIP 3,500

MARY RONNING

86 CHURCH STREET
NORTH WALPOLE,NH03609 		NONE   COLLEGE SCHOLARSHIP 3,500

GRACE SCHAD

PO BOX 354
ELKINS,NH03233 		NONE   COLLEGE SCHOLARSHIP 3,500

IZABELLE SERRENTINO

1717 E SPEEDWAY BLVD
TUSCON,AZ85719 		NONE   COLLEGE SCHOLARSHIP 3,500

FORD SIMANO

64 WEST MEADOW ROAD
BRADFORD,NH03221 		NONE   COLLEGE SCHOLARSHIP 3,500

RIELY SKARIN

PO BOX 1045
NEWPORT,NH03773 		NONE   COLLEGE SCHOLARSHIP 3,500

BRYNN SMITH

PO BOX 1485
WILDER,VT05088 		NONE   COLLEGE SCHOLARSHIP 3,500

JACKSON SMITH

PO BOX 485
WILDER,VT05088 		NONE   COLLEGE SCHOLARSHIP 3,500

CAMERON STEBBINS

270 US ROUTE 4
ENFIELD,NH03748 		NONE   COLLEGE SCHOLARSHIP 3,500

AVERY STEWART

538 HOLDEN HILL ROAD
LANGDON,NH03602 		NONE   COLLEGE SCHOLARSHIP 3,500

ANNEMARIE SWEET

567 TANDY BROOK ROAD
CORNISH,NH03745 		NONE   COLLEGE SCHOLARSHIP 3,500

KAYLA TABER

20 HAYWARD ROAD
PLAINFIELD,NH03781 		NONE   COLLEGE SCHOLARSHIP 3,500

KEENAN THYGESEN

104 FALLS HILL ROAD
TUNBRIDGE,VT05077 		NONE   COLLEGE SCHOLARSHIP 3,500

EMMA THYGESEN

160 WINDING BROOK ROAD
NEWBURY,NH03255 		NONE   COLLEGE SCHOLARSHIP 3,500

OLIVIA TRUMMEL

22 LEYARD LANE
HANOVER,NH03755 		NONE   COLLEGE SCHOLARSHIP 3,500

KATHERINE VLACICH

160 SNOW POND ROAD
CONCORD,NH03301 		NONE   COLLEGE SCHOLARSHIP 3,500

CALLY WEBER

50 LOWER COLLEGE ROAD UNIT 5429
KINGSTON,RI02881 		NONE   COLLEGE SCHOLARSHIP 3,500

CECILIA WENDLING

96 GROUT ROAD
HARTLAND,VT05048 		NONE   COLLEGE SCHOLARSHIP 3,500

HUDSON WILLETT

336 RAMSAY HILL ROAD
WALPOLE,NH03608 		NONE   COLLEGE SCHOLARSHIP 3,500

WENSHI ZHAO

16 BARRETT HILL DRIVE AC 1990 KEEFE
CAMPUS CENTER
AMHERST,MA01002 		NONE   COLLEGE SCHOLARSHIP 3,500
Total .................................right arrow 3a 595,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 2,735  
4 Dividends and interest from securities ....     14 353,130  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 627,464  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 983,329 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
983,329
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1 N/A
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE ROBERT AND JOYCE OBERKOTTER FAMILY
 
FOUNDATION
EIN:
82-0577634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 6,500 0   0

TY 2023 InvestmentsCorpStockSchedule
Name:
THE ROBERT AND JOYCE OBERKOTTER FAMILY
 
FOUNDATION
EIN:
82-0577634
Name of Stock End of Year Book Value End of Year Fair Market Value
WELLS FARGO INVESTMENT ACCOUNT 14,147,783 14,147,783

TY 2023 LegalFeesSchedule
Name:
THE ROBERT AND JOYCE OBERKOTTER FAMILY
 
FOUNDATION
EIN:
82-0577634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 54,732 0   0


TY 2023 OtherExpensesSchedule
Name:
THE ROBERT AND JOYCE OBERKOTTER FAMILY
 
FOUNDATION
EIN:
82-0577634
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 628 0   0


TY 2023 OtherIncreasesSchedule
Name:
THE ROBERT AND JOYCE OBERKOTTER FAMILY
 
FOUNDATION
EIN:
82-0577634
Description Amount
CHANGE IN UNREALIZED GAINS AND LOSSES 45,464
PRIOR PERIOD ADJUSTMENT TO ADJUST NET ASSETS TO ACTUAL 81,033


TY 2023 OtherProfessionalFeesSchedule
Name:
THE ROBERT AND JOYCE OBERKOTTER FAMILY
 
FOUNDATION
EIN:
82-0577634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 19,822 0   0


TY 2023 TaxesSchedule
Name:
THE ROBERT AND JOYCE OBERKOTTER FAMILY
 
FOUNDATION
EIN:
82-0577634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 13,000 13,000   0