Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
CKKO FOUNDATION CO HAROLD F OBERKFELL
 

Number and street (or P.O. box number if mail is not delivered to street address)10107 E CINDER CONE TRAIL   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SCOTTSDALE, AZ85262
A Employer identification number

22-6869577
B Telephone number (see instructions)

(480) 585-7659
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,482,780J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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) 215,944
2 Check bullet
3 Interest on savings and temporary cash investments 24,047 24,047  
4 Dividends and interest from securities...... 36,442 36,442  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 166,932
b Gross sales price for all assets on line 6a 792,701
7 Capital gain net income (from Part IV, line 2)... 166,932
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)....... Click to see attachment 19 19  
12 Total. Add lines 1 through 11........ 443,384 227,440  
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).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 22,896 22,896   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,156 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,215 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 869 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,136 22,896   0
25 Contributions, gifts, grants paid........ 144,500 144,500
26 Total expenses and disbursements. Add lines 24 and 25 170,636 22,896   144,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 272,748
b Net investment income (if negative, enter -0-) 204,544
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 23,612 25,431 25,431
2 Savings and temporary cash investments.......... 25,652 34,211 34,211
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 307,336 Click to see attachment381,244 376,633
b Investments—corporate stock (attach schedule)........ 1,460,120 Click to see attachment1,556,857 2,581,049
c Investments—corporate bonds (attach schedule)........ 195,257 Click to see attachment274,433 278,000
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 150,000 Click to see attachment163,349 187,456
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,161,977 2,435,525 3,482,780
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 bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 2,161,977 2,435,525
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,161,977 2,435,525
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,161,977 2,435,525
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,161,977
2 Enter amount from Part I, line 27a..................... 2 272,748
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 800
4 Add lines 1, 2, and 3.......................... 4 2,435,525
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,435,525
Form 990-PF (2013)
Form 990-PF (2013)
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 32 SH APACHE CORP P 2013-04-18 2013-08-15
b 250 SH BROADCOM CORP CL P 2013-04-25 2013-11-13
c 59 SH CANON INC P 2013-04-25 2013-11-06
d CRH PLC ADR P 2013-04-25 2013-09-11
e 71 SH DANONE SPONSORED ADR P 2013-04-25 2013-12-18
49 SH DEERE & CO P 2012-09-14 2013-07-25
1 SH DOVER CORP P 2013-04-25 2013-09-23
14 SH EMERSON ELECTRIC CO P 2013-04-25 2013-07-19
13 SH ENSCO PLC CLASS A P 2013-04-25 2013-10-02
23 SH EOG RESOURCES INC P 2012-06-15 2013-04-18
117 SH GREENHILL & CO INC P 2012-07-23 2013-04-10
12 SH GUESS INC P 2013-04-25 2013-05-31
1 SH INTUIT INC P 2013-04-25 2013-11-22
161 SH ISHARES RUSSELL 1000 GRW P 2013-11-13 2013-12-19
158 SH ISHARES RUSSELL 3000 GRW P 2013-11-13 2013-12-16
129 SH KOMATSU LTD SPON ADR P 2012-12-19 2013-11-06
74 SH PETROLEO BRAS SA ADS P 2012-04-30 2013-01-29
109 SH ROYAL DUTCH SHELL PLC P 2013-01-29 2013-11-06
13 SH SMITH & NEPHEW PLC P 2012-04-30 2013-03-05
20 SH TEVA PHARMACEUTICALS ADR P 2012-04-30 2013-01-29
21 SH THE MOSAIC CO P 2013-04-25 2013-10-10
24 SH TOTAL SA SPON ADR P 2012-04-30 2013-01-29
64 SH VEECO INSTRUMENTS INC P 2012-10-22 2013-04-19
AMERICAN EXPRESS 7250 14MY20 P 2013-01-16 2013-08-09
FRACTIONAL SH ASML HOLDING NV P 2013-03-25 2013-03-25
AT&T 5500 18FB01 P 2013-05-22 2013-12-19
28 SH BARCLAYS PLC RT PUR ADR P 2013-03-05 2013-09-25
BB&T CORP 3950 16AP29 P 2012-08-30 2013-03-14
41 SH EATON CORP PLC P 2012-12-03 2013-05-31
FHLMC 5000 14JA30 P 2012-04-30 2013-03-20
FNMA 2625 14NV20 P 2013-03-20 2013-11-21
FNMA 2750 14MH13 P 2013-01-16 2013-03-20
GOLDMAN SACHS 6150 18AP01 P 2013-07-16 2013-12-17
PEPSICO 1250 17AU13 P 2012-09-14 2013-02-27
TIME WARNER CABLE 6750 18JL01 P 2013-02-27 2013-10-16
US TSY NOTE 1250 14AP15 P 2012-12-27 2013-11-06
US TSY NOTE 2625 20AU15 P 2012-08-16 2013-06-11
US TSY NOTE 4250 13AU15 P 2012-09-27 2013-06-20
VERIZON WIRELESS 5550 14FB01 P 2013-04-26 2013-11-06
WACHOVIA CORP 5250 14AU01 P 2012-05-02 2013-01-14
FRACTIONAL SH WOLSELEY PLC JERSEY P 2013-12-03 2013-12-03
140 SH APACHE CORP P 2011-03-17 2013-08-19
2 SH BHP BILLITON LTD P 2011-06-29 2013-12-18
390 SH BROADCOM CORP P 2011-05-17 2013-11-13
58 SH CANON ADR NEW P 2011-04-18 2013-11-06
298 SH CISCO SYS INC P 2011-05-26 2013-04-22
205 SH CRH PLC ADR P 2011-04-18 2013-09-11
63 SH DANONE SPONSORED ADR P 2011-04-18 2013-12-18
36 SH DEERE & CO P 2012-04-30 2013-07-17
5 SH DOVER CORP P 2012-04-30 2013-09-23
29 SH EMERSON ELECTRIC CO P 2011-05-31 2013-07-18
122 SH ENSCO PLC CLASS P 2012-01-26 2013-10-02
74 SH EOG RESOURCES INC P 2011-10-04 2013-04-18
54 SH EXPRESS SCRIPTS HLDG P 2012-01-04 2013-07-29
64 SH GAP INC P 2011-07-27 2013-01-11
7 SH GREENHILL & CO P 2011-07-26 2013-01-25
61 SH GRUPO TELEVISA SA GLOBAL P 2011-04-18 2013-12-09
54 SH GUESS INC P 2012-04-02 2013-05-31
105 SH HALLIBURTON CO P 2011-08-10 2013-04-04
180 SH INTUIT INC P 2011-08-22 2013-11-22
50 SH JUNIPER NETWORKS P 2011-04-18 2013-11-18
68 SH KLA TENCOR CORP P 2011-09-26 2013-04-08
156 SH KOMATSU LTD SPON P 2012-04-17 2013-11-06
43 SH NIKE INC P 2011-06-24 2013-09-23
217 SH ORACLE CORP P 2011-11-08 2013-07-31
120 SH OSHKOSH CORP P 2011-05-19 2013-08-16
85 SH PEBBLEBROOK HOTEL TR COM P 2011-07-13 2013-01-23
39 SH PETROLEO BRAS SA ADS P 2011-03-24 2013-01-29
8 SH PROCTER & GAMBLE P 2012-04-30 2013-12-12
16 SH SMITH & NEPHEW PLC ADR P 2011-04-18 2013-03-05
67 SH SYMANTEC CORP P 2011-03-10 2013-03-07
84 SH TEVA PHARMACEUTICALS ADR P 2011-03-31 2013-01-29
34 SH MOSAIC CO P 2012-06-05 2013-10-10
27 SH TOTAL SA SPON ADR P 2011-03-24 2013-01-29
20 SH XILINX INC P 2012-06-06 2013-09-19
90 AKAMAI TECHNOLOGIES INC P 2009-07-10 2013-09-19
14 SH AMAZON COM INC P 2006-06-08 2013-07-17
AMERICAN EXPRESS 7250 14MY20 P 2009-05-28 2013-08-09
77 SH APACHE CORP P 2010-07-23 2013-03-01
AT&T INC 5500 18FB01 P 2009-01-28 2013-12-19
134 SH ATLAS COPCO AB SP ADR P 2009-09-17 2013-12-09
82 SH BARCLAYS PLC RT PUR ADR P 2011-03-18 2013-09-25
BB&T CORP 3950 16AP29 P 2010-04-27 2013-03-14
88 SH BED BATH & BEYOND INC P 2005-03-17 2013-09-23
60 SH BHP BILLITON LTD P 2009-03-25 2013-12-18
247 SH BIOGEN IDEC INC P 2002-07-08 2013-05-03
200 SH BROADCOM CORP CL A P 2006-07-14 2013-11-13
90 SH CANON INC ADR NEW P 2004-06-24 2013-10-25
50 SH CARNIVAL CP NEW PAIRED COM P 2009-03-24 2013-12-13
139 SH CELGENE CORP P 2008-12-02 2013-09-18
46 SH CHARLES SCHWAB NEW P 2009-01-29 2013-05-31
312 SH CISCO SYS INC P 2006-05-31 2013-04-22
245 SH COMCAST CORP CL A SPECIAL P 2002-04-19 2013-02-07
125 SH CRH PLC ADR P 2005-03-17 2013-09-10
250 SH DANONE SPONSORED ADR P 2004-06-24 2013-12-18
165 SH DEERE & CO P 2009-12-03 2013-07-17
90 SH DOVER CORP P 2007-06-07 2013-09-23
70 SH EBAY INC P 2008-07-17 2013-08-13
200 SH EMERSON ELECTRIC CO P 2004-09-22 2013-07-18
420 SH ERICSSON LM TEL ADR CL P 2008-09-17 2013-04-24
FHLMC 5000 14JA30 P 2007-12-07 2013-03-20
33 SH FLOUR CORP NEW P 2008-11-19 2013-09-27
FNMA 2750 14MH13 P 2011-11-29 2013-03-20
FNMA 5250 16SP15 P 2007-11-29 2013-05-08
76 SH GAP INC P 2008-07-17 2013-01-11
GOLDMAN SACHS 6150 18AP01 P 2009-12-09 2013-12-17
140 SH GRUPO TELEVISA SA GLOBAL P 2006-06-14 2013-12-09
70 SH HESS CORPORATION P 2009-06-24 2013-04-26
25 SH HOME DEPOT INC P 2003-06-06 2013-06-21
31 SH HONEYWELL INTERNATINOAL INC P 2003-02-04 2013-11-13
19 SH JONES LANG LASALLE INC P 2009-06-11 2013-03-07
585 SH LIBERTY INTERACTIVE CO INTER P 2002-04-19 2013-12-18
218 SH LIBERTY MEDIA CORP SER A P 2004-05-06 2013-12-18
15.625 SH MALLINCKRODT PUBLIC LTD CO P 2005-12-27 2013-07-03
91 SH MATTEL INC P 2009-10-15 2013-01-15
255 SH MICROSOFT CORP P 2005-03-17 2013-10-10
59 SH NEWS CORPORATION CL B P 2008-05-02 2013-07-02
5 SH ORACLE CORP P 2010-11-29 2013-07-31
15 SH PEBBLEBROOK HOTEL TR COM P 2010-08-19 2013-01-23
75 SH PETOLEO BRAS SA ADS P 2009-03-13 2013-01-29
91 SH PROCTER & GAMBLE P 2006-05-31 2013-12-12
630 SH SAFEWAY INC COM NEW P 2009-05-21 2013-09-18
140 SH SCHLUMBERGER LTD P 2008-10-22 2013-03-26
350 SH SEAGATE TECHNOLOGY PLC P 2002-04-19 2013-11-19
60 SH SMITH & NEPHEW PLC ADR P 2005-01-24 2013-03-05
245 SH TEXAS INSTRUMENTS P 2004-05-04 2013-03-14
31 SH THERMO FISHER SCIENTIFIC INC P 2010-06-10 2013-07-17
40 SH TOTAL SA SPON ADR P 2006-06-15 2013-01-29
60 SH UBS AG NEW P 2006-06-20 2013-11-13
US TSY NOTE 1250 14AP15 P 2011-05-24 2013-11-06
US TSY NOTE 4250 13AU15 P 2009-09-02 2013-06-20
VERIZON WIRELESS 5550 14FB01 P 2010-03-19 2013-11-06
32 SH VISA INC CL A P 2010-05-26 2013-07-17
WACHOVIA CORP 5250 14AU01 P 2008-01-16 2013-01-14
110 SH WALT DISNEY CO HLDG CO P 2002-07-25 2013-07-17
129 SH WEYERHAEUSER CO P 2010-07-22 2013-03-27
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 2,579   2,265 314
b 6,891   7,995 -1,104
c 1,838   2,155 -317
d 444   410 34
e 986   1,021 -35
4,029   4,007 22
91   70 21
806   776 30
700   724 -24
2,594   2,194 400
6,669   4,886 1,783
379   323 56
72   57 15
13,408   13,265 143
10,731   10,676 55
2,722   3,229 -507
1,428   1,738 -310
7,612   7,985 -373
706   640 66
750   882 -132
971   1,281 -310
1,290   1,155 135
2,080   1,860 220
4,204   4,203 1
2     2
4,528   4,574 -46
155   159 -4
1,091   1,082 9
2,740   2,107 633
5,207   5,230 -23
12,292   12,282 10
2,050   2,050 0
2,310   2,257 53
13,044   13,053 -9
13,392   14,459 -1,067
7,035   7,051 -16
21,303   21,601 -298
6,038   6,131 -93
2,021   2,021 0
1,067   1,053 14
2     2
11,114   15,538 -4,424
129   186 -57
10,750   12,349 -1,599
1,818   2,514 -696
6,061   4,851 1,210
4,795   4,492 303
875   871 4
2,961   2,963 -2
455   313 142
1,668   1,556 112
6,568   6,642 -74
8,999   5,215 3,784
3,590   2,573 1,017
2,020   1,235 785
415   336 79
1,771   1,359 412
1,707   1,701 6
4,118   3,687 431
12,893   7,863 5,030
985   1,918 -933
3,507   2,712 795
3,292   4,439 -1,147
2,942   1,759 1,183
6,991   6,910 81
5,476   3,140 2,336
2,062   1,713 349
752   1,532 -780
660   508 152
869   885 -16
1,641   1,224 417
3,149   4,217 -1,068
1,573   1,580 -7
1,451   1,626 -175
952   648 304
4,473   1,638 2,835
4,291   466 3,825
11,561   11,226 335
5,666   7,136 -1,470
12,451   11,506 945
3,251   1,630 1,621
454   429 25
12,006   11,086 920
6,382   3,348 3,034
3,869   3,928 -59
44,350   9,216 35,134
5,513   5,794 -281
2,870   3,204 -334
1,796   1,265 531
17,498   7,007 10,491
930   643 287
6,470   6,391 79
8,999   4,797 4,202
2,928   3,460 -532
3,472   2,299 1,173
13,631   9,009 4,622
8,126   4,460 3,666
3,717   1,676 2,041
11,439   6,619 4,820
5,296   3,941 1,355
21,868   21,260 608
2,345   1,089 1,256
14,350   14,301 49
13,896   12,263 1,633
2,371   1,226 1,145
13,860   12,579 1,281
4,037   2,323 1,714
4,822   3,739 1,083
1,839   822 1,017
2,505   746 1,759
1,860   667 1,193
16,570   10,171 6,399
29,232   2,648 26,584
660   403 257
3,350   1,805 1,545
7,926   6,135 1,791
890   522 368
161   136 25
364   257 107
1,447   2,236 -789
7,481   4,939 2,542
15,159   12,488 2,671
10,362   7,509 2,853
16,714   6,944 9,770
3,258   2,860 398
8,461   5,981 2,480
2,714   1,592 1,122
2,150   2,464 -314
1,111   2,958 -1,847
25,124   25,062 62
26,178   26,120 58
12,124   12,080 44
5,777   2,379 3,398
11,733   11,129 604
7,146   1,795 5,351
3,940   2,005 1,935
211     211
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       314
b       -1,104
c       -317
d       34
e       -35
      22
      21
      30
      -24
      400
      1,783
      56
      15
      143
      55
      -507
      -310
      -373
      66
      -132
      -310
      135
      220
      1
      2
      -46
      -4
      9
      633
      -23
      10
      0
      53
      -9
      -1,067
      -16
      -298
      -93
      0
      14
      2
      -4,424
      -57
      -1,599
      -696
      1,210
      303
      4
      -2
      142
      112
      -74
      3,784
      1,017
      785
      79
      412
      6
      431
      5,030
      -933
      795
      -1,147
      1,183
      81
      2,336
      349
      -780
      152
      -16
      417
      -1,068
      -7
      -175
      304
      2,835
      3,825
      335
      -1,470
      945
      1,621
      25
      920
      3,034
      -59
      35,134
      -281
      -334
      531
      10,491
      287
      79
      4,202
      -532
      1,173
      4,622
      3,666
      2,041
      4,820
      1,355
      608
      1,256
      49
      1,633
      1,145
      1,281
      1,714
      1,083
      1,017
      1,759
      1,193
      6,399
      26,584
      257
      1,545
      1,791
      368
      25
      107
      -789
      2,542
      2,671
      2,853
      9,770
      398
      2,480
      1,122
      -314
      -1,847
      62
      58
      44
      3,398
      604
      5,351
      1,935
      211
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 2 166,932
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 131,162 2,557,827 0.051279
2011 112,000 2,299,297 0.048711
2010 95,900 1,984,093 0.048334
2009 81,850 1,658,704 0.049346
2008 90,300 1,552,110 0.058179
2 Total of line 1, column (d) ...................... 2 0.255849
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.051170
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 3,078,279
5 Multiply line 4 by line 3....................... 5 157,516
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,045
7 Add lines 5 and 6......................... 7 159,561
8 Enter qualifying distributions from Part XII, line 4.............. 8 144,500
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 4,091
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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 4,091
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 4,091
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 882
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 882
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,209
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-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 page 19 of
the instructions for 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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:
  • By language in the governing instrument, or
  • 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 XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAZ
    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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.Click to see attachment
    10
    Yes
     
    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 addressbulletGUIDESTAR.ORG
    14
    The books are in care ofbulletHAROLD F OBERKFELL TRUSTEE Telephone no.bullet (480) 585-7659
    Located atbullet10107 E CINDER CONE TRAILSCOTTSDALEAZ ZIP+4bullet85262
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, 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 instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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 page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    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 2013?.............
    1c
     
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?.........................
    b
    If "Yes," did it have excess business holdings in 2013 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 2013.)....................
    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 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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
     
     
    .........bullet
    c
    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?............
    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?........................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    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
    HAROLD F OBERKFELL TRUSTEE
    0.00     		0 0 0
    10107 E CINDER CONE TRAIL
    SCOTTSDALE,AZ85262
    VERITY A OBERKFELL TRUSTEE
    0.00     		0 0 0
    10107 E CINDER CONE TRAIL
    SCOTTSDALE,AZ85262
    BETTY J ZIMMER TRUSTEE
    0.00     		0 0 0
    38 HIGHWAY 133
    WESTPHALIA,MO65085
    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...................bullet 0
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-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
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-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 page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    153,914
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,091
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,091
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    149,823
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    149,823
    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 XIII,
    line 1................................
    7
    149,823
    Part XII
    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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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 V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 149,823
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 11,034
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012....... 4,947
    fTotal of lines 3a through e......... 15,981
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 144,500
    a Applied to 2012, 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 2013 distributable amount..... 144,500
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 5,323 5,323
    (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 10,658
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		5,711
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		4,947
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012.... 4,947
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2013, enter the date of the ruling.......bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    Supplementary Information (Complete this part only if the organization 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).)
    HAROLD F OBERKFELL
    VERITY A OBERKFELL
    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.
    HAROLD F OBERKFELL
    VERITY A OBERKFELL
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CKKO FOUNDATION CO HAROLD F OBERKFE
    10107 E CINDER CONE TRAIL
    SCOTTSDALE,AZ85262
    (480) 585-7659
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    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
    AID ATLANTA
    1605 PEACHTREE STREET NE
    ATLANTA,GA30309     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 5,000
    TEMPLE SINAI
    5645 DUPREE DR
    SANDY SPRINGS,GA30327     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 2,500
    ALLIANCE THEATER
    1280 PEACHTREE ST
    ATLANTA,GA30309     		N/A PUBLIC ANNUAL FUNDANNUAL FUND 5,000
    ALZHEIMERS ASSOCIATION OF THE SOUTHWEST
    1028 E MCDOWELL
    PHOENIX,AZ85006     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 16,000
    ARCH
    1550 W COLTER ST
    PHOENIX,AZ85015     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 10,000
    ARTHRITIS FOUNDATION SE REGION
    2970 PEACHTREE RD NW
    ATLANTA,GA30305     		  PUBLIC ANNUAL FUND OPERATIONS 5,000
    ARTS AND SCIENCE COUNCIL OF CHARLOTTE
    227 W TRADE ST SUITE 250
    CHARLOTTE,NC28202     		N/A PUBLIC ANNUAL OPERATING AND SPECIAL PROJECT SUPPORT 5,000
    ASSOCIATION OF SMALL FOUNDATIONS
    1720 N STREET NW
    WASHINGTON,DC20036     		N/A PUBLIC PROMOTE SMALL FOUNDATION EFFORTS 1,000
    AUTISM SPEAKS
    2 PARK AVENUE 11TH FLOOR
    NEW YORK,NY10016     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 5,000
    CHARLOTTE SYMPHONY
    1300 BAXTER STREET SIUTE 300
    CHARLOTTE,NC28204     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 10,000
    DESERT SOUNDS PERFORMING ARTS INC
    PO BOX 7526
    CHANDLER,AZ85246     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 5,000
    EASTSIDE BASEBALL ASSOC
    PO BOX 71443
    MARIETTA,GA30007     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 3,000
    HUMANE SOCIETY OF CHARLOTTE
    2700 TOOMEY AVE
    CHARLOTTE,NC28203     		N/A PUBLIC ANNUAL OPERATING AND SPECIAL PROJECT SUPPORT 5,000
    JEWISH FEDERATION OF ATLANTA
    1440 SPRING ST NW
    ATLANTA,GA30309     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 2,000
    MCDOWELL SONORAN CONSERVANCY
    16435 N SCOTTSDALE RD
    SCOTTSDALE,AZ85254     		  PUBLIC ANNUAL FUND OPERATIONS 5,000
    OVARIAN CANCER RES INST
    960 JOHNSON FERRY RD
    ATLANTA,GA30342     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 3,000
    PHOENIX CONSERVATORY OF MUSIC
    PO BOX 1163
    LITCHFIELD PARK,AZ85340     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 3,000
    SINGLETON MOMS
    7579 E MAIN STREET
    SCOTTSDALE,AZ85251     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 5,000
    SOUTHWEST WILDLIFE FOUNDATION
    8711 E PINNACLE PEAK RD
    SCOTTSDALE,AZ85255     		N/A PUBLIC PURCHASE SURGERY EQUIPMENT 11,000
    SPAY NEUTER CHARLOTTE
    2017 N DAVIDSON
    CHARLOTTE,NC28205     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 3,000
    ST VINCENT DE PAUL SOCIETY FOOD BANK
    420 W WATKINS RD
    PHOENIX,AZ85002     		N/A PUBLIC ANNUAL FUND OPERATIONS 5,000
    WILD AT HEART INC
    31840 NO 45TH ST
    CAVE CREEK,AZ85331     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 10,000
    WOODWARD ACADEMY
    1662 RUGBY AVENUE
    ATLANTA,GA30337     		N/A PUBLIC CAPTIAL CAMPAIGN 5,000
    YMCA-CAMP SEAGULLCAMP SEAFARER
    218 SEAGULL LANDING
    ARAPAHOE,NC28510     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 5,000
    SECOND HARVEST FOOD BANK
    500-B SPRATT ST
    CHARLOTTE,NC28206     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 3,000
    MUSICAL INSTRUMENT MUSEUM
    4725 E MAYO BLVD
    PHOENIX,AZ85050     		N/A PUBLIC ANNUAL FUND FOR OPERATION 4,000
    ML4 FOUNDATION
    35 PIEDMONT RD
    ATLANTA,GA30305     		N/A PUBLIC ANNUAL FUND FOR OPERATION 3,000
    Total .................................bullet 3a 144,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-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 24,047  
    4 Dividends and interest from securities....     14 36,442  
    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.....     14 19  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    14 166,932  
    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).. 0 227,440 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13227,440
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    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) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    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) of the Code (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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    CKKO FOUNDATION CO HAROLD F OBERKFELL
     
    Employer identification number

    22-6869577
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    CKKO FOUNDATION CO HAROLD F OBERKFELL
          		Employer identification number

    22-6869577
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    THE OBERKFELL FAMILY 2000 CHARITABL  
    5032 SOUTH BUR OAK PLACE
     
    SIOUX FALLS, SD57108

    		$215,935


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    CKKO FOUNDATION CO HAROLD F OBERKFELL
          		Employer identification number

    22-6869577
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    CKKO FOUNDATION CO HAROLD F OBERKFELL
          		Employer identification number

    22-6869577
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    CKKO FOUNDATION CO HAROLD F OBERKFELL
    EIN: 22-6869577
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME SECURITIES 274,433 278,000

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    CKKO FOUNDATION CO HAROLD F OBERKFELL
    EIN: 22-6869577
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY SECURITIES 1,556,857 2,581,049

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    CKKO FOUNDATION CO HAROLD F OBERKFELL
    EIN: 22-6869577
    US Government Securities - End of Year Book Value:

    381,244
    US Government Securities - End of Year Fair Market Value:

    376,633
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 InvestmentsOtherSchedule2
    Name:
    CKKO FOUNDATION CO HAROLD F OBERKFELL
    EIN: 22-6869577
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ANNUITY AT COST 163,349 187,456

    TY 2013 OtherExpensesSchedule
    Name:
    CKKO FOUNDATION CO HAROLD F OBERKFELL
    EIN: 22-6869577
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MEMBERSHIP FEES 725 0   0
    MISCELLANEOUS 110 0   0
    OFFICE COSTS 34 0   0


    TY 2013 OtherIncomeSchedule2
    Name:
    CKKO FOUNDATION CO HAROLD F OBERKFELL
    EIN: 22-6869577
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SEC SETTLEMENTS 19 19 19


    TY 2013 OtherIncreasesSchedule
    Name:
    CKKO FOUNDATION CO HAROLD F OBERKFELL
    EIN: 22-6869577
    Description Amount
    FEDERAL TAXES PAID 800


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    CKKO FOUNDATION CO HAROLD F OBERKFELL
    EIN: 22-6869577
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 22,896 22,896   0


    TY 2013 SubstantialContributorsSch
    Name:
    CKKO FOUNDATION CO HAROLD F OBERKFELL
    EIN: 22-6869577
    Name Address
    THE OBERKFELL FAMILY 2000 CHARITABLE TRUST
          		5032 S BUR OAK PL SUITE 131
    SIOUX FALLS,SD57108


    TY 2013 TaxesSchedule
    Name:
    CKKO FOUNDATION CO HAROLD F OBERKFELL
    EIN: 22-6869577
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 1,156 0   0