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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
CKKO FOUNDATION
C/O 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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,086,591J Accounting method:
 
(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 bullet.............
3 Interest on savings and temporary cash investments 24,151 24,151  
4 Dividends and interest from securities... 73,658 73,658  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 238,879
b Gross sales price for all assets on line 6a 1,797,933
7 Capital gain net income (from Part IV, line 2)... 238,879
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 162 162  
12 Total. Add lines 1 through 11........ 336,850 336,850  
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)....... Click to see attachment 1,400 0   0
c Other professional fees (attach schedule).... Click to see attachment 39,762 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,015 0   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 98 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,275 0   0
25 Contributions, gifts, grants paid....... 317,000 317,000
26 Total expenses and disbursements. Add lines 24 and 25 360,275 0   317,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -23,425
b Net investment income (if negative, enter -0-) 336,850
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 18,455 52,213 52,213
2 Savings and temporary cash investments......... 200,688 140,501 140,501
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) 638,968 Click to see attachment626,340 655,014
b Investments—corporate stock (attach schedule)....... 2,589,094 Click to see attachment2,580,058 4,515,573
c Investments—corporate bonds (attach schedule)....... 420,697 Click to see attachment447,075 478,278
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 198,845 Click to see attachment198,845 245,012
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) 4,066,747 4,045,032 6,086,591
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 Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,066,747 4,045,032
29 Total net assets or fund balances (see instructions)..... 4,066,747 4,045,032
30 Total liabilities and net assets/fund balances (see instructions). 4,066,747 4,045,032
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
4,066,747
2
Enter amount from Part I, line 27a .....................
2
-23,425
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,710
4
Add lines 1, 2, and 3 ..........................
4
4,045,032
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 29 .
6
4,045,032
Form 990-PF (2020)
Form 990-PF (2020)
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 0.426 SH ABBVIE INC COM P 2020-05-11 2020-05-11
b 40 SH ADVANCE AUTO PARTS P 2019-05-02 2020-04-30
c 92 SH AES CORP P 2020-01-13 2020-11-05
d 89 SH ALASKA AIR GROUP INCORPORATED P 2019-07-24 2020-04-20
e 13 SH ALEXION PHARM INC P 2019-05-29 2020-04-30
4 SH MAZON COM INC P 2019-10-25 2020-04-30
37 SH AMDOCS LIMITED ORD P 2019-08-26 2020-06-18
90 SH AMER INTL GP INC NEW P 2019-05-28 2020-04-30
5 SH AMERICAN EXPRESS CO P 2020-03-19 2020-12-15
261 SH AMERICAN HOMES 4 RENT CL A P 2020-03-19 2020-05-27
18 SH APPLE INC P 2019-12-19 2020-04-30
43 SH BROADCOM INC P 2019-05-22 2020-04-30
183 SH CARRIER GLOBAL CORPORATION P 2020-02-26 2020-04-09
14 SH CH ROBINSON WORLDWIDE INC NEW P 2020-05-20 2020-11-24
44 SH CHARLES SCHWAB NEW P 2019-03-20 2020-03-05
35 SH CITRIX SYSTEMS INC P 2020-03-11 2020-04-30
334 SH COMCAST CORP CLASS A P 2020-01-15 2020-12-07
227 SH CONAGRA BRANDS INC P 2020-03-25 2020-12-03
511 SH COVETRUS INC P 2019-10-04 2020-04-30
1297 SH CREDIT AGRICOLE SA UNSP ADR P 2019-10-21 2020-05-20
144 SH EDP ENERGAS DE PORTUGAL SA P 2020-04-16 2020-08-20
775 SH EQT CORPORATION COM NEW P 2019-10-30 2020-04-30
49 SH ERSTE GROUP BANK AG SPONS ADR P 2019-10-21 2020-10-02
135 SH FLUOR CORP NEW P 2019-07-24 2020-02-28
$4,000 FNMA 1500 20JN22 P 2019-04-29 2020-04-13
202 SH FOOT LOCKER INC P 2020-03-19 2020-12-04
$4,000 GECC 5300 21FB11 P 2019-01-30 2020-01-07
$26,000 GENERAL ELECT CO 3375 24MH11 P 2020-01-07 2020-05-13
10 SH HDFC BANK LTD ADR P 2019-11-07 2020-03-09
14 SH HEXAGON AB ADR P 2019-12-13 2020-04-03
110 SH JOHNSON & JOHNSON P 2020-01-16 2020-03-13
67 SH KBC GROUP NV UNSPONS ADR P 2019-09-20 2020-03-20
544 SH KINDER MORGAN INCORP P 2019-07-30 2020-04-30
6.016 SH LIBERTY MEDIA CORP DEL P 2020-03-19 2020-05-26
14 SH LOGMEIN INC COM P 2019-07-24 2020-02-26
21 SH LVMH MOET HENNESSY LOUIS VUITT P 2019-06-05 2020-02-05
$2,000 MCDONALDS CORP 2750 20DE09 P 2019-02-26 2020-02-06
609 SH MGIC INVT CORP P 2020-03-19 2020-05-06
24 SH NOVARTIS AG ADR P 2019-11-07 2020-09-18
$2,000 OCCIDENTAL PETR 34 26AP15 P 2019-10-30 2020-08-05
377 SH OCCIDENTAL PETROLEUM COPR DE P 2019-08-09 2020-04-29
17 SH ONEMAIN HLDGS INC P 2020-01-17 2020-10-19
91.5 SH OTIS WORLDWIDE CORP P 2020-02-26 2020-06-01
3727 SH OVINITIV INC P 2019-07-24 2020-03-27
1071 SH PEBBLEBROOK HOTEL TR COM P 2020-03-19 2020-05-13
62 SH PIONEER NATRUAL RESOURCES CO P 2019-05-08 2020-04-20
185 SH QUALCOMM INC P 2019-08-01 2020-04-09
348 SH QURATE RETAIL INC SER A P 2019-07-24 2020-04-30
8 SH QUARATE RETAIL INC CUM PFD P 2020-03-19 2020-09-24
277 SH REYNOLDS CONSURMER PRODS P 2020-01-31 2020-11-12
37 SH SCHLUMBERGER LTD P 2019-09-27 2020-03-11
13 SH SERVICE CORP INTL P 2020-03-19 2020-04-15
4 SH SHOPIFY INC P 2019-10-31 2020-02-24
9 SH SOLAREDGE TECHNOLOGIES INC P 2020-07-08 2020-10-20
230 SH SYBCHRONY FINANCIAL P 2019-05-28 2020-04-30
2 SH TECHNOPRO HLDGS INC ADR P 2020-03-19 2020-11-24
$28,000 US TSY NOTE 0259 21AP30 P 2019-06-18 2020-04-28
$41,000 US TSY NOTE 1375 22OC15 P 2019-10-17 2020-05-21
$26,000 US TSY NOTE 1625 21JN30 P 2019-07-09 2020-05-01
$11,000 US TSY NOTE 1625 29AU15 P 2019-09-13 2020-03-17
$8,000 US TSY NOTE 1750 24DE31 P 2020-02-06 2020-03-17
$12,000 US TSY NOTE 1750 24JN30 P 2019-07-09 2020-03-17
$2,000 VERIZON COMMUNICA 2625 26AU15 P 2019-10-29 2020-05-01
108 SH VERIZON COMMINCATIONS P 2019-05-28 2020-02-13
182 SH WHEATON PRECIOUS METALS CORP P 2020-01-31 2020-11-23
36 SH ADOBE INC P 2015-08-25 2020-04-30
112 SH ADYEN NV UNSPONSORED ADR P 2019-10-07 2020-11-12
468 SH AES CORP P 2015-04-22 2020-11-05
88 SH AKAMAI TECHNOLOGIES INC P 2016-09-29 2020-12-22
190 SH ALASKA AIR GROUP INCORPORATED P 2013-07-10 2020-04-17
157 SH ALEXION PHARM INC P 2016-01-28 2020-12-22
59 SH ALIBABA GROUP HLDG LTD P 2018-08-27 2020-11-02
$25,000 ALLERGAN FUNDING 3450 22MH15 P 2017-08-29 2020-05-08
203 SH ALLERGAN PLC SHS P 2016-11-01 2020-05-11
4 SH ALPHABET INC CL A P 2015-01-20 2020-06-18
6 SH ALPHABET INC CL C P 2015-01-12 2020-04-30
11 SH AMAZON COM INC P 2018-12-21 2020-08-31
$2,000 AMAZON COM INC 3150 27AU22 P 2018-09-05 2020-05-01
78 SH AMDOCS LIMITED ORD P 2019-01-18 2020-07-07
275 SH AMER INTL GP INC NEW P 2018-02-06 2020-04-30
208 SH AMERICAN EXPRRESS CO P 2015-07-06 2020-12-15
1010 SH AMERICAN HOMES 4 RENT CL A P 2017-11-16 2020-11-12
23 SH ANHEUSER BUSCH INBEV SA SPON P 2016-11-02 2020-03-09
69 SH APPLE INC P 2017-08-23 2020-09-03
11 SH ASML HOLDING NV NY REG NEW P 2017-06-26 2020-02-24
27 SH AUTODESK INC DEL P 2012-08-28 2020-04-09
376 SH BANK OZK P 2017-04-19 2020-02-19
49 SH BIOGEN INC COM P 2015-08-24 2020-04-09
28 SH BLACKROCK INC P 2014-05-06 2020-01-13
80 SH BOEING CO P 2014-12-17 2020-03-12
503 SH BRISTOL MYERS SQUIBB CO P 2018-02-09 2020-10-21
109 SH CH ROBINSON WORLDWIDE INC NEW P 2019-05-08 2020-11-24
56 SH CHARLES SCHWAB NEW P 2019-01-22 2020-06-05
$2,000 CITIGROUP INC 3520 28OC 27 P 2017-10-31 2020-05-01
173 SH CITIGROUP INC NEW P 2013-05-08 2020-04-30
504 SH CONAGRA BRANDS INC P 2019-02-15 2020-11-11
13 SH COSTCO WHOLESALE CORP NEW P 2019-01-04 2020-04-30
60 SH COVETRUS INC P 2019-10-04 2020-11-11
154 SH CREE RESEARCH INC P 2011-04-18 2020-04-30
31 SH DIAGEO PLC SPON ADR NEW P 2016-08-12 2020-08-03
252 SH ETRADE FINANCIAL CORP NEW COM P 2019-01-31 2020-02-21
14 SH ECOLAB INC P 2016-01-04 2020-02-27
503 SH EPIROC AKTIEBOLAG ADR P 2018-10-18 2020-05-29
9 SH EQUINOX INC COM P 2018-02-13 2020-04-30
298 SH ERSTE GROUP BANK AG SPONS ADR P 2017-05-11 2020-11-06
43 SH FACEBOOK INC CL A P 2018-09-25 2020-04-30
153 SH FLOUR CORP NEW P 2011-10-04 2020-02-28
$35,000 FNMA 1500 20JN22 P 2015-06-12 2020-04-13
264 SH FOOT LOCKER INC P 2018-01-23 2020-12-04
832 SH FREEPORT MCMORAN CL B P 2015-01-20 2020-07-30
$12,000 GECC 5300 21FB11 P 2014-09-25 2020-01-07
71 SH GIVAUDAN SA ADR P 2017-09-20 2020-04-03
114 SH HDFC BANK LTD ADR P 2018-06-01 2020-03-23
17 SH HOME DEPOT INC P 2011-06-15 2020-04-06
225 SH HONEYWELL INTERNATIONAL INC P 2019-01-31 2020-06-16
22 SH ICON PLC P 2011-04-18 2020-09-25
93 SH JOHNSON & JOHNSON P 2019-08-27 2020-12-02
328 SH JOHNSON CTLS INTL PLC P 2017-02-09 2020-07-30
$27,000 JPMORGAN CHASE CO 3625 24MY13 P 2015-06-12 2020-10-27
49 SH KBC GROUP NV UNSPONS ADR P 2018-09-20 2020-03-20
1087 SH KEYCORP NEW P 2014-05-06 2020-06-19
731 SH KINDER MORGAN INCORP P 2017-10-23 2020-10-28
20 SH LOREAL CO ADR P 2018-10-19 2020-02-03
2.716 SH LIBERTY MEDIA CORP DEL P 2015-01-20 2020-05-26
110 SH LINDE PLC P 2018-01-25 2020-09-18
17 SH LOGMEIN INC COM P 2013-10-09 2020-02-26
17 SH LVMH MOET HENNESSEY LOUIS VUITT P 2018-04-30 2020-02-05
70 SH L3HARRIS TECHNOLOGIES INC P 2011-04-18 2020-04-30
75 SH MCCORMICK AND CO NON VOTING P 2019-02-05 2020-03-18
$24,000 MCDONALS CORP 2750 20DE09 P 2016-05-09 2020-02-06
222 SH MERCK & CO INC NEW COM P 2015-06-23 2020-10-21
123 SH MGIC INVT CORP P 2017-10-30 2020-05-04
173 SH MICROSOFT CORP P 2015-08-27 2020-04-02
62 SH MONOTARO CO LTD ADR P 2018-07-25 2020-12-03
286 SH NIDEC CORP P 2017-10-16 2020-12-02
25 SH NOVARTIS AG ADR P 2019-03-27 2020-09-18
329 SH NUTANIX INC CL A P 2018-10-04 2020-04-30
22 SH NVIDIA CORPORATION P 2018-11-16 2020-04-20
$25,000 OCCIDENTAL PETR 3400 26AP15 P 2017-05-24 2020-08-05
340 SH ONEMAIN HLDGS INC P 2015-04-29 2020-10-19
895 SH ORACLE CORP P 2017-12-15 2020-03-25
834.2 SH OVINTIV INC P 2018-01-08 2020-03-27
19 SH PALO ALTO NETWORKS INC P 2016-09-01 2020-02-03
491 SH PEBBLEBROOK HOTEL TR COM P 2011-07-13 2020-04-30
122 SH PIONEER NATURAL RESOURCES CO P 2018-04-23 2020-04-30
18 SH QURATE RETAIL INC SER A P 2015-01-20 2020-04-30
104 SH RENTOKIL GROUP PLC SP ADR P 2016-07-29 2020-01-13
137 SH ROCHE HOLDINGS ADR P 2019-04-30 2020-12-01
164 SH ROGERS COMM INC CL B P 2018-11-15 2020-07-09
58 SH SAP AG P 2012-04-30 2020-07-09
79 SH SEAGATE TECHNOLOGY PLC P 2015-07-22 2020-04-30
518 SH SERVICE CORP INTL P 2015-10-29 2020-07-27
125 SH SHISEIDO LTD SPON ADR P 2015-10-07 2020-12-23
57 SH SOCIEDAD QUIMCA Y MINERA ADS P 2018-02-07 2020-12-31
13 SH SPOTIFY TECHNOLOGY SA P 2019-03-06 2020-06-03
90 SH STONECO LTD CL A P 2019-04-01 2020-12-22
947 SH SUNCOR ENERGY INC P 2012-04-30 2020-06-29
344 SH SYNCHRONY FINANCIAL P 2015-01-20 2020-04-30
394 SH TECHNOPRO HLDGS INC ADR P 2018-05-31 2020-11-24
10 SH THERMO FISHER SCIENTIFIC P 2012-04-30 2020-04-30
172 SH TWITTER INC P 2015-12-03 2020-04-30
151 SH UNICORE SA ADR P 2017-09-20 2020-02-10
93 SH UNILEVER PLC ADS P 2019-05-31 2020-11-23
41 SH UNITED PARCEL SER INC CL B P 2019-08-26 2020-12-07
27 SH UNITEHEALTH GP INC P 2013-10-21 2020-04-30
$14,000 US TSY NOTE 1750 21NV30 P 2017-01-25 2020-03-17
$40,000 US TSY NOTE 1875 22SP30 P 2017-11-14 2020-05-21
$10,000 US TSY NOTE 2125 24NV30 P 2018-09-05 2020-03-17
$15,000 US TSY NOTE 2250 25NV15 P 2016-04-21 2020-03-17
$21,000 US TSY NOTE 2375 24AU15 P 2014-12-23 2020-03-17
$12,000 US TSY NOTE 3125 28NV15 P 2019-02-20 2020-03-17
249 SH VERIZON COMMUNICATIONS P 2019-08-15 2020-12-03
55 SH VERTEX PHARMACEUTICALS P 2012-04-30 2020-04-30
30 SH VISA INC CL A P 2011-03-07 2020-04-30
11 SH WW GRAINGER INC P 2018-10-17 2020-03-09
45 SH WALT DISNEY CO HLDG CO P 2016-08-30 2020-04-09
106 SH WELLS FARGO & CO NEW P 2018-02-09 2020-01-14
26 SH ALPHABET INC CL A P 2010-04-21 2020-06-18
30 SH ALPHABET INC CL C P 2010-04-21 2020-08-03
57 SH AUTODESK INC DELAWARE P 2008-02-27 2020-04-09
388 SH CHARLES SCHWAB NEW P 2010-05-21 2020-06-24
116 SH FLOUR CORP NEW P 2009-01-07 2020-02-28
180 SH FREEPORT MCMORN CL B P 2009-01-20 2020-07-30
10,000 GECC 5300 21FB11 P 2011-02-09 2020-01-07
13 SH HONEYWELL INTERNATIONAL INC P 2006-04-19 2020-06-16
14 SH ICON PLC P 2010-04-21 2020-06-04
.40 SH LIBERTY BROADBAND CORP SC P 2009-01-28 2020-12-21
14.268 SH LIBERTY MEDIA CORP DEL P 2009-01-30 2020-05-26
157 SH QURATE RETAIL INC SER A P 2009-01-28 2020-04-30
3.51 SH QURATE RETAIL INC 8.0 CUM PFD P 2009-01-28 2020-09-24
100 SH SAP AG P 2007-04-17 2020-11-17
57 SH SUNCOR ENERGY INC P 2009-09-01 2020-04-30
17 SH THERMO FISHER SCIENTIFIC P 2010-10-13 2020-04-30
48 SH UNITEDHEALTH GP INC P 2007-05-15 2020-04-30
$27,000 HSBC TND AX32Y 4000 22MH30 P 2011-02-09 2020-11-30
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 37   36 1
b 4,764   5,872 -1,108
c 1,952   1,869 83
d 2,524   2,973 -449
e 1,403   1,588 -185
9,202   7,112 2,090
2,350   2,354 -4
2,330   4,723 -2,393
589   385 204
6,365   5,343 1,022
5,209   5,041 168
11,564   11,473 91
2,663   4,119 -1,456
1,320   1,095 225
1,543   1,993 -450
5,007   4,022 985
17,224   15,420 1,804
7,998   6,074 1,924
5,951   5,630 321
4,825   7,408 -2,583
165     165
10,931   8,295 2,636
509   860 -351
1,273   4,448 -3,175
4,009   3,997 12
8,297   4,466 3,831
4,128   4,080 48
26,168   26,976 -808
495   624 -129
551   854 -303
14,344   16,150 -1,806
1,993   2,260 -267
8,305   10,952 -2,647
49     49
1,192   1,017 175
1,912   1,657 255
2,015   2,000 15
4,116   4,824 -708
2,184   2,090 94
1,815   2,029 -214
6,169   9,737 -3,568
606   735 -129
4,755   5,759 -1,004
9,959   13,503 -3,544
11,836   8,340 3,496
4,494   9,466 -4,972
13,406   13,591 -185
2,758   4,726 -1,968
3,409   1,840 1,569
8,767   7,854 913
6,521   12,653 -6,132
495   471 24
2,047   1,250 797
2,670   1,379 1,291
4,612   7,981 -3,369
32   20 12
28,003   27,987 16
41,926   40,787 1,139
26,379   25,918 461
11,522   10,756 766
8,368   8,102 266
12,502   11,942 560
2,112   2,032 80
6,322   6,222 100
7,196   5,289 1,907
13,006   2,760 10,246
4,342   1,550 2,792
9,931   5,988 3,943
8,892   4,462 4,430
5,498   6,853 -1,355
21,224   20,956 268
16,313   10,265 6,048
25,728   25,357 371
38,998   37,219 1,779
5,634   1,304 4,330
7,957   3,773 4,184
32,442   7,685 24,757
2,244   1,941 303
4,745   4,655 90
7,119   16,654 -9,535
22,935   15,724 7,211
26,336   19,744 6,592
1,133   2,659 -1,526
8,578   2,996 5,582
3,213   1,609 1,604
4,563   849 3,714
10,505   17,054 -6,549
15,615   12,964 2,651
14,440   8,321 6,119
13,100   10,445 2,655
30,263   26,896 3,367
10,491   8,912 1,579
2,158   1,596 562
2,119   1,998 121
8,370   8,716 -346
17,633   12,011 5,622
3,956   2,672 1,284
1,567   660 907
6,854   5,283 1,571
4,517   3,524 993
13,510   11,825 1,685
2,638   1,571 1,067
5,089   5,180 -91
5,998   3,908 2,090
3,117   5,153 -2,036
8,778   6,587 2,191
1,442   7,463 -6,021
35,077   34,979 98
10,844   12,201 -1,357
10,736   9,883 853
12,383   12,357 26
4,638   3,210 1,428
4,461   5,922 -1,461
3,209   927 2,282
32,409   26,930 5,479
3,705   503 3,202
13,770   11,995 1,775
12,242   13,652 -1,410
29,769   27,242 2,527
1,376   1,690 -314
13,105   16,056 -2,951
10,311   12,296 -1,985
1,126   885 241
22     22
22,198   17,995 4,203
1,448   1,173 275
1,548   1,188 360
13,478   3,887 9,591
10,577   8,616 1,961
24,178   24,182 -4
17,961   13,327 4,634
795   1,757 -962
27,359   7,543 19,816
3,635   1,518 2,117
8,135   4,711 3,424
2,275   2,086 189
6,691   12,980 -6,289
6,392   3,765 2,627
22,687   25,302 -2,615
12,129   17,328 -5,199
45,575   38,509 7,066
2,322   25,463 -23,141
4,475   2,568 1,907
5,859   11,939 -6,080
9,834   21,729 -11,895
143   495 -352
3,042   1,513 1,529
6,125   4,492 1,633
6,569   8,685 -2,116
8,108   4,102 4,006
3,961   3,873 88
19,781   14,388 5,393
8,121   2,964 5,157
2,776   3,070 -294
2,412   1,896 516
7,683   3,810 3,873
16,290   28,034 -11,744
6,898   10,817 -3,919
5,512   5,094 418
3,332   555 2,777
4,958   4,419 539
1,794   1,818 -24
5,475   5,665 -190
6,850   4,693 2,157
7,819   1,846 5,973
14,277   13,933 344
41,456   39,417 2,039
10,613   9,694 919
16,078   15,276 802
22,454   21,372 1,082
13,993   12,441 1,552
15,286   13,866 1,420
13,719   3,170 10,549
5,365   3,067 2,298
2,850   3,049 -199
4,744   4,538 206
5,284   5,893 -609
36,786   5,839 30,947
43,611   6,807 36,804
9,634   1,881 7,753
14,032   5,373 8,659
1,174   5,160 -3,986
2,323   2,134 189
10,320   10,088 232
1,945   543 1,402
2,358   375 1,983
64   2 62
116     116
1,244   406 838
324   100 224
12,907   4,023 8,884
1,022   1,757 -735
5,665   839 4,826
13,901   2,297 11,604
28,351   27,000 1,351
526     526
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       1
b       -1,108
c       83
d       -449
e       -185
      2,090
      -4
      -2,393
      204
      1,022
      168
      91
      -1,456
      225
      -450
      985
      1,804
      1,924
      321
      -2,583
      165
      2,636
      -351
      -3,175
      12
      3,831
      48
      -808
      -129
      -303
      -1,806
      -267
      -2,647
      49
      175
      255
      15
      -708
      94
      -214
      -3,568
      -129
      -1,004
      -3,544
      3,496
      -4,972
      -185
      -1,968
      1,569
      913
      -6,132
      24
      797
      1,291
      -3,369
      12
      16
      1,139
      461
      766
      266
      560
      80
      100
      1,907
      10,246
      2,792
      3,943
      4,430
      -1,355
      268
      6,048
      371
      1,779
      4,330
      4,184
      24,757
      303
      90
      -9,535
      7,211
      6,592
      -1,526
      5,582
      1,604
      3,714
      -6,549
      2,651
      6,119
      2,655
      3,367
      1,579
      562
      121
      -346
      5,622
      1,284
      907
      1,571
      993
      1,685
      1,067
      -91
      2,090
      -2,036
      2,191
      -6,021
      98
      -1,357
      853
      26
      1,428
      -1,461
      2,282
      5,479
      3,202
      1,775
      -1,410
      2,527
      -314
      -2,951
      -1,985
      241
      22
      4,203
      275
      360
      9,591
      1,961
      -4
      4,634
      -962
      19,816
      2,117
      3,424
      189
      -6,289
      2,627
      -2,615
      -5,199
      7,066
      -23,141
      1,907
      -6,080
      -11,895
      -352
      1,529
      1,633
      -2,116
      4,006
      88
      5,393
      5,157
      -294
      516
      3,873
      -11,744
      -3,919
      418
      2,777
      539
      -24
      -190
      2,157
      5,973
      344
      2,039
      919
      802
      1,082
      1,552
      1,420
      10,549
      2,298
      -199
      206
      -609
      30,947
      36,804
      7,753
      8,659
      -3,986
      189
      232
      1,402
      1,983
      62
      116
      838
      224
      8,884
      -735
      4,826
      11,604
      1,351
      526
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 2 238,879
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Bullet 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)
b Reserved................................ 1 4,682
c All other domestic foundations enter 1.39% 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 4,682
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 4,682
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,710
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 1,710
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.......Bullet 9 2,972
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 2021 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 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. 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 2020 or the taxable year beginning in 2020? See the 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. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 bullet
    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 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (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 4945(d)(4)(A)? 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
     
     
    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? .................
    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
    KEITH OBERKFELL TRUSTEE
    0.00     		0 0 0
    3839 COLUMBINE CIRCLE
    CHARLOTTE,NC28211
    CHRISTOPHER OBERKFELL TRUSTEE
    0.00     		0 0 0
    440LANGLEY OAKS DR
    MARIETTA,GA30067
    KELLY OBERKFELL TRUSTEE
    0.00     		0 0 0
    19475 NO GRAYHAWK DR 1026
    SCOTTSDALE,AZ85255
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    5,308,543
    b
    Average of monthly cash balances.......................
    1b
    51,707
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,360,250
    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
    5,360,250
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    80,404
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,279,846
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    263,992
    Part XI
    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 X, line 6....................
    1
    263,992
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,682
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,682
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    259,310
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    259,310
    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
    259,310
    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
    317,000
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    317,000
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    317,000
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 259,310
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 33,335
    b From 2016...... 34,889
    c From 2017...... 19,110
    d From 2018...... 28,537
    e From 2019...... 28,741
    fTotal of lines 3a through e........ 144,612
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 317,000
    a Applied to 2019, 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 2020 distributable amount..... 259,310
    e Remaining amount distributed out of corpus 57,690
    5 Excess distributions carryover applied to 2020. 0 0
    (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 5 202,302
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		33,335
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		168,967
    10 Analysis of line 9:
    a Excess from 2016.... 34,889
    b Excess from 2017.... 19,110
    c Excess from 2018.... 28,537
    d Excess from 2019.... 28,741
    e Excess from 2020.... 57,690
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 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).)
    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 (2020)
    Form 990-PF (2020)
    Page 11
    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
    A CURE IN OUR LIFETIME
    60 DEVOE RD
    CHAPPAQUA,NY10514     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 10,000
    AID ATLANTA
    1605 PEACHTREE STREET NE
    ATLANTA,GA30309     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 5,000
    ALZHEIMERS ASSOCIATION OF THE SOUTHWEST
    1028 E MCDOWELL
    PHOENIX,AZ85006     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 25,000
    ARCH
    1550 W COLTER ST
    PHOENIX,AZ85015     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 12,000
    ARTS AND SCIENCE COUNCIL OF CHARLOTTE
    227 W TRADE ST SUITE 250
    CHARLOTTE,NC28202     		N/A PUBLIC ANNUAL OPERATING AND SPECIAL PROJECT SUPPORT 8,000
    THE GIBBON CONSERVATION CENTER
    19100 ESGUERRA RD
    SANTA CLARITA,CA91390     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 35,000
    CHARLOTTE SYMPHONY
    1300 BAXTER STREET SIUTE 300
    CHARLOTTE,NC28204     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 12,000
    DESERT SOUNDS PERFORMING ARTS INC
    PO BOX 7526
    CHANDLER,AZ85246     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 8,000
    HORSES HELP THERAPY RIDING PROGRAM
    PO BOX 71005
    PHOENIX,AZ85050     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 7,000
    HUMANE SOCIETY OF CHARLOTTE
    2700 TOOMEY AVE
    CHARLOTTE,NC28203     		N/A PUBLIC ANNUAL OPERATING AND SPECIAL PROJECT SUPPORT 10,000
    ISRAEL GUIDE DOG CENTER
    968 EASTON RD STE H
    WARRINGTON,PA18976     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 5,000
    JEWISH FEDERATION OF ATLANTA
    1440 SPRING ST NW
    ATLANTA,GA30309     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 2,000
    MUSICAL INSTRUMENT MUSEUM
    4725 E MAYO BOULEVARD
    PHOENIX,AZ85050     		N/A PUBLIC ANNUAL FUND FOR OPERATIONSANNUAL FUND FOR OPERATION 5,000
    NORTH CAROLINA DANCE THEATRE
    701 N TRYON ST
    CHARLOTTE,NC28202     		N/A PUBLIC ANNUAL FUND FOR 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 AOPERATIONS 5,000
    PHOENIX ZOO
    455 N GALVIN PARKWAY
    PHOENIX,AZ85008     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 10,000
    REFUGEE SPPORT SERVICE INC
    PO BOX 220224
    CHARLOTTE,NC28222     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 5,000
    SARRC
    300 N 18TH STREET
    PHOENIX,AZ85006     		  PUBLIC ANNUAL FUND FOR OPERATIONS 25,000
    SOLDIER'S BEST FRIEND
    5955 W PEORIA AVE 6242
    GLENDALE,AZ85312     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 10,000
    SOUTHWEST WILDLIFE FOUNDATION
    8711 E PINNACLE PEAK RD
    SCOTTSDALE,AZ85255     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 30,000
    ST VINCENT DE PAUL SOCIETY FOOD BANK
    420 W WATKINS RD
    PHOENIX,AZ85002     		N/A PUBLIC ANNUAL FUND OPERATIONS 30,000
    STAND FOR ANIMALS VET CLINIC
    2017 N DAVIDSON
    CHARLOTTE,NC28205     		N/A PUBLIC ANNUAL FUNDANNUAL FUND 10,000
    TEMPLE SINAI
    5645 DUPREE DR
    SANDY SPRINGS,GA30327     		N/A PUBLIC ANNUAL FUND OPERATIONANNUAL FUND FOR OPERATIONS 10,000
    THE WEBER SCHOOL
    6751 ROSWELL RD
    ATLANTA,GA30328     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 10,000
    THERAPEUTIC HARP FOUNDATION
    200 E MITCHELL DR
    PHOENIX,AZ85012     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 5,000
    VALLEYLIFE
    1142 W HATCHER RD
    PHOENIX,AZ85021     		N/A PUBLIC ANNUAL FUND FOR OPERATION 5,000
    WILD AT HEART INC
    31840 N 45TH ST
    CAVE CREEK,AZ85331     		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 10,000
    Total .................................bullet 3a 317,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    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 24,151  
    4 Dividends and interest from securities....     14 73,658  
    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.....     14 162  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 238,879  
    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).. 0 336,850 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    336,850
    (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 (2020)
    Form 990-PF (2020)
    Page 13
    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) (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.
    Bullet Bullet
    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 PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    CKKO FOUNDATION
     
    C/O HAROLD F OBERKFELL
    EIN:
    22-6869577
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,400 0   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    CKKO FOUNDATION
     
    C/O HAROLD F OBERKFELL
    EIN:
    22-6869577
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME SECURITIES 447,075 478,278

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CKKO FOUNDATION
     
    C/O HAROLD F OBERKFELL
    EIN:
    22-6869577
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY SECURITIES 2,580,058 4,515,573

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    CKKO FOUNDATION
     
    C/O HAROLD F OBERKFELL
    EIN:
    22-6869577
    US Government Securities - End of Year Book Value:

    626,340
    US Government Securities - End of Year Fair Market Value:

    655,014
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    CKKO FOUNDATION
     
    C/O HAROLD F OBERKFELL
    EIN:
    22-6869577
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ANNUITY AT COST 198,845 245,012

    TY 2020 OtherExpensesSchedule
    Name:
    CKKO FOUNDATION
     
    C/O HAROLD F OBERKFELL
    EIN:
    22-6869577
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE COSTS 98 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    CKKO FOUNDATION
     
    C/O HAROLD F OBERKFELL
    EIN:
    22-6869577
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SEC SETTLEMENTS 162 162 162


    TY 2020 OtherIncreasesSchedule
    Name:
    CKKO FOUNDATION
     
    C/O HAROLD F OBERKFELL
    EIN:
    22-6869577
    Description Amount
    FEDERAL TAXES PAID 1,710


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    CKKO FOUNDATION
     
    C/O HAROLD F OBERKFELL
    EIN:
    22-6869577
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 39,762 0   0


    TY 2020 TaxesSchedule
    Name:
    CKKO FOUNDATION
     
    C/O HAROLD F OBERKFELL
    EIN:
    22-6869577
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 2,015 0   0