TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

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) 585-7660

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$5,769,122J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	22,795		22,795
4	Dividends and interest from securities...	62,700		59,543
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		125,580
b	Gross sales price for all assets on line 6a 1,480,212
7	Capital gain net income (from Part IV, line 2)...			125,580
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).......	List of Attached Documents: // Content	166	166
12	Total. Add lines 1 through 11........	211,241		208,084
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).......	List of Attached Documents: // Content	700	0	0
c	Other professional fees (attach schedule)....			64,149
17	Interest...............
18	Taxes (attach schedule) (see instructions)...			2,755
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	5,761		0	0
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	52	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	6,513		66,904	0
25	Contributions, gifts, grants paid.......	315,000			315,000
26	Total expenses and disbursements. Add lines 24 and 25	321,513		66,904	315,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-110,272
b	Net investment income (if negative, enter -0-)			141,180
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	35,838	57,645	57,645
	2	Savings and temporary cash investments.........	127,863	91,052	91,052
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	683,210	List of Attached Documents: // Content 524,771	483,472
	b	Investments—corporate stock (attach schedule).......	2,736,479	List of Attached Documents: // Content 2,635,535	4,258,464
	c	Investments—corporate bonds (attach schedule).......	491,573	List of Attached Documents: // Content 659,998	627,345
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	198,845	List of Attached Documents: // Content 198,845	251,144
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,273,808	4,167,846	5,769,122
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		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	4,273,808	4,167,846
	29	Total net assets or fund balances (see instructions).....	4,273,808	4,167,846
	30	Total liabilities and net assets/fund balances (see instructions).	4,273,808	4,167,846

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

4,273,808

Enter amount from Part I, line 27a .....................

-110,272

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

4,310

Add lines 1, 2, and 3 ..........................

4,167,846

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,167,846

Form 990-PF (2023)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	$2000 ABBVIE INC 3750 23 NV14		2023-06-14	2023-11-14
b	28 SH AIA GROUP LTD SPON ADR		2022-03-24	2023-03-08
c	151 SH AIRBUS SE UNSPONSORED ADR		2023-01-09	2023-11-28
d	4 SH ASML HOLDING NV NY NEW		2022-11-08	2023-02-06
e	.55 SH ATLANTA BRAVES HLDG SER C		2022-09-12	2023-07-25
	128 SH BARRICK GOLD CORP		2022-12-02	2023-07-26
	147 SH BLACK KNIGHT INC		2023-01-26	2023-08-01
	$2000 CVS HEALTH CORP 2625 24AU15		2023-07-18	2023-08-07
	13 SH CVS HEALTH CORP COM		2022-10-13	2023-07-17
	4 SH DIAGEO PLC SPON ADR NEW		2022-12-13	2023-07-26
	21 SH EATON CORP PLC SHS		2023-03-30	2023-05-03
	12 SH EQUITABLE HLDGS INC		2023-06-27	2023-09-27
	148 SH GENERAL MTRSW CO		2022-04-25	2023-01-24
	20 SH HONG KONG EXCHANGES & CLEARINGS		2023-02-02	2023-12-05
	33 SH KERING SA ADR NEW		2023-03-30	2023-11-02
	.813 SH LIBERTY MEDIA COR SER C LBRT L		2022-09-12	2023-08-15
	30 SH LYFT INC CL A		2022-03-23	2023-03-14
	26 SH M&T BANK CORP		2022-07-21	2023-03-09
	44.679 SH MARSH & MCLENNAN COS INC		2022-11-29	2023-09-01
	159 SH MARVELL TECHNOLOGY GROUP LTD		2023-04-18	2023-06-13
	185 SH META PLATFORMS INC CL A		2022-08-05	2023-06-23
	67 SH MICROSOFT CORP		2022-08-10	2023-05-03
	117 SH NOBLE CORP NEW A		2023-03-02	2023-07-17
	14 SH NOVO NORDISK AS ADR		2022-10-26	2023-09-21
	38 SH ORACLE CORP		2022-06-23	2023-05-03
	45 SH RELX PLC SPONSORED ADR		2022-08-22	2023-07-13
	70 SH SANDVIK AB SPONS ADR		2023-08-22	2023-12-19
	69 SH SIGNATURE BANK NY NY		2022-06-28	2023-03-28
	21 SH STRIKER CORP		2022-05-05	2023-05-03
	61 SH TE CONNECTIVITY LTD NEW		2022-07-12	2023-05-17
	159 SH TENCENT HLDGS LTD UNSPON ADR		2023-01-31	2023-12-05
	26.983 SH TESLA INC		2022-11-21	2023-07-17
	.588 SH TKO GROUP HOLDINGS INC CL A		2023-05-10	2023-09-12
	19 SH TOKYO ELECTRON LTD UNSPON ADR		2023-07-31	2023-09-22
	$3000 US TSY NOTE		2022-05-09	2023-05-04
	$24000 US TSY NOTE		2022-08-12	2023-06-28
	$2000 US TSY NOTE		2022-09-22	2023-05-04
	$3000 US TSY NOTE		2023-02-16	2023-05-04
	31 SH WELLS FARGO & CO NEW		2022-04-08	2023-03-09
	286 SH WESTERN ALLIANCE BANCORP		2022-04-27	2023-03-13
	21 SH ZOETIS INC CLASS A		2022-02-28	2023-02-22
	$27000 ABBVIE INC 3750 23NV14		2020-05-08	2023-11-14
	46 SH ADIDAS AG		2016-08-12	2023-02-02
	198 SH ADVANCE AUTO PARTS		2019-03-18	2023-08-02
	425 SH ADYEN NV UNSPONSORED ADR		2019-10-07	2023-10-27
	398 SH AES CORP		2015-05-13	2023-05-16
	112 SH AIA GROUP LTD SPON ADR		2018-05-14	2023-12-05
	175 SH AIR LIQUIDE ADR		2021-05-07	2023-05-03
	7 SH AIRBUS SE UNSPONOSORED ADR		2019-09-09	2023-11-28
	70 SH ALCON INC		2021-01-25	2023-05-30
	201 SH AMAZON COM INC		2014-04-25	2023-06-13
	$2000 AMAZON COM INC 3150 27AU22		2018-09-05	2023-05-04
	79 SH AMC NETWORKS INC CL A		2019-07-24	2023-06-23
	64 SH AMER INTL GP INC NEW		2018-11-14	2023-07-28
	42 SH APPLE INC		2017-08-23	2023-05-03
	3 SH ASML HOLDING NV NY REG NEW		2020-11-02	2023-02-06
	.518 SH ATLANTA BRAVES HLDG INC SER C		2015-01-20	2023-07-25
	498 SH ATLAS COPCO AS A ADR		2021-01-08	2023-01-26
	39 SH ATLASSIAN CORPORATION CL A		2021-01-07	2023-06-28
	175 SH BAKER HUGHES COMPANY CL A		2022-03-08	2023-07-26
	$2000 BANK OF AMERICA 3419 28DE20		2019-12-11	2023-05-04
	179 SH BARRICK GOLD CORP		2022-06-03	2023-07-26
	212 SH BLOOMINBRANDS INC COM		2021-02-05	2023-05-03
	468 SH BNP PARIBAS SP ADR REPSTG		2021-05-14	2023-08-29
	28.195 SH BROADCOM INC		2013-12-16	2023-11-14
	168 SH BURBERRY GROUP PLC SPONS ADR		2017-06-27	2023-01-13
	37 SH CDN PACIFIC RY LTD NEW		2021-03-09	2023-01-27
	226 SH CELLNEX TELECOM SA UNS ADR		2020-12-01	2023-11-28
	778 SH CISCO SYS INC		2021-07-23	2023-04-18
	$3000 CITIGROUP INC FXD 2572 31JN03		2021-06-08	2023-05-04
	82 SH COMCAST CORP CLASS A		2011-06-17	2023-09-05
	$28000 COMCAST TDR 3700 24AP15		2019-02-20	2023-05-10
	265 SH COMPASS GROUP PLC SPD ADR		2021-05-05	2023-09-15
	520SH CONSTELLATION ENERGY CORP		2022-09-30	2023-10-23
	795 SH COTY INC COM CL A		2021-12-06	2023-05-03
	156 SH CRH PLC ADR		2021-01-07	2023-05-03
	20 SH CROWDSTRIKE HLDGS INC CL A		2021-11-16	2023-11-14
	$28000 CVS HEALTH CORP 24AU15		2019-10-10	2023-08-07
	397 SH CVS HEALTH CORP COM		2019-08-16	2023-07-20
	204 SH DEXCOM INC		2021-05-27	2023-10-30
	18 SH DIAGEO PLC SPON ADR NEW		2021-10-12	2023-07-26
	974 SH DXC TECHNOLOGY COMPANY		2020-03-11	2023-05-08
	70 SH EATON CORP PLC SHS		2021-08-10	2023-08-01
	42 SH ELASTIC NV		2020-02-05	2023-01-23
	$2000 ENTERPRISE PRODUC 29JL31		2019-09-17	2023-05-04
	380 SH EQT CORPORATION COM NEW		2019-10-30	2023-06-20
	335 SH EQUITABLE HLDGS INC		2020-01-16	2023-11-06
	36 SH ESSILORLUXOTTICA ADR		2021-10-20	2023-02-28
	15 SH FAIRFAX FIN HLDG SUB VTG		2017-11-22	2023-05-03
	121 SH GATX CORP		2016-08-23	2023-02-14
	345 SH GENERAL MTRS CO		2021-11-17	2023-01-23
	127 SH GILEAD SCIENCE		2021-01-08	2023-05-03
	$3000 GOLDMAN SACHS GRO 27OC21		2021-11-09	2023-05-04
	918 SH GRAY TELEVISION CL B COM		2019-08-16	2023-04-06
	81 SH HOYA CORP SPONS ADR		2013-11-07	2023-05-09
	58 SH IBERDROLA SA SPON ADR		2022-05-25	2023-12-13
	55 SH ICON PLC		2011-04-18	2023-05-30
	$2000 INTEL CORP 25MH25		2020-05-21	2023-05-04
	283 SH INTESA SANPAOLO SPA ADR		2021-06-25	2023-09-26
	15 SH INTUITIVE SURGICAL INC		2021-10-20	2023-05-03
	$2000 JPMORGAN CHASE 30OC15		2020-10-27	2023-05-04
	289 SH LEGRAND SA		2018-06-05	2023-10-25
	34 SH LIBERTY MEDIA C SER A SIRIUSXM		2015-01-20	2023-05-18
	56 SH LIBERTY MEDIA C SER C SIRIUSXM		2015-01-20	2023-05-18
	.597 SH LIBERTY MEDIA COR SER A LBTY L		2015-01-20	2023-08-15
	.169 SH LIBERTY MEDIA COR SER C LBRT L		2015-01-20	2023-08-15
	1 SH LINDE PLC		2018-02-06	2023-01-10
	8 SH LINDE PLC		2018-02-06	2023-04-05
	24 SH LVMH MOET HENNESSEY LOUIS VUITT		2018-04-30	2023-05-03
	270 SH LYFT INC CL A		2021-06-14	2023-05-22
	$2000 MCDONALDS CORP 27JL01		2020-04-13	2023-05-04
	49 SH META PLATFORMS INC CL A		2018-11-15	2023-05-03
	492 SH MGIC INVT CORP		2016-09-01	2023-05-03
	15 SH MICROSOFT CORP		2021-10-14	2023-05-03
	232 SH MONSTER BEVERAGE CORP NEW COM		2020-03-05	2023-09-22
	15.902 SH MURPHY USA INC COM		2019-05-31	2023-11-06
	35 SH NESTLE SPON ADR REP REG SHR		2018-10-11	2023-05-03
	46.965 SH NETFLIX INC		2021-08-23	2023-11-17
	76 SH NIKE INC B		2021-10-07	2023-09-05
	16 SH NOVO NORDISK AS ADR		2022-08-16	2023-09-08
	86 SH NUCOR CORPORATION		2020-03-19	2023-01-18
	98 SH NVIDIA CORPORATION		2018-11-16	2023-10-25
	424 SH ONEMAN HOLDINGS INC		2016-01-15	2023-07-28
	91 SH ORACLE CORP		2015-07-07	2023-05-03
	64 SH PALO ALTO NETWORKS INC		2016-06-29	2023-08-07
	$3000 PEPSICO INC		2020-05-21	2023-05-04
	33 SH PIONEER NATURAL RESOURCES CO		2020-03-19	2023-03-01
	229 SH QUANTA SERVICES INC		2021-06-24	2023-09-22
	1319 SH RECRUIT HOLDINGS CO LTD ADR		2021-05-26	2023-11-14
	288 SH ROCHE HOLDINGS ADR		2018-11-01	2023-08-21
	95 SH RTX CORPORATION		2020-02-26	2023-09-13
	21.705 SH S&P GLOBAL INC COM		2018-10-30	2023-09-22
	48 SH SALESFORCE INC		2020-02-06	2023-12-14
	152 SH SEA LIMITED ADR		2021-03-11	2023-09-27
	2 SH SEAGATE TECHNOLOGY HLDNGS PLC		2015-10-20	2023-01-04
	$2000 SHELL INTERNATIONAL 30AP06		2022-01-04	2023-05-04
	147 SH SIGNATURE BANK NY NY		2021-03-08	2023-03-28
	14 SH SOLAREDGE TECHNOLOGIES INC		2022-03-18	2023-10-10
	204 SH SPIRIT AEROSYSTEMS HLD CLA A		2020-11-12	2023-01-12
	90.248 SH SPLUNK INC		2017-05-26	2023-10-12
	38 SH TE CONNECTIVITY LTD NEW		2015-07-22	2023-05-17
	79 SH TELEPERFPRMANCE SA UNSPON ADR		2018-07-25	2023-08-22
	14.415 SH THOMSON REUTERS CORP		2019-09-09	2023-06-27
	.585 SH THOMSON REUTERS CORP		2019-09-09	2023-06-27
	155 SH TOTALENERGIES SE SPONSORED ADS		2020-07-27	2023-05-03
	41 SH TRACTOR SUPPLY CO		2021-02-16	2023-01-19
	272 SH UBER TECHNOLOGIES INC		2019-05-10	2023-05-03
	135 SH UNILEVER PLC ADS		2011-03-15	2023-04-04
	52.364 SH UNITED PARCEL SER INC CL B		2011-05-17	2023-10-24
	25 SH UNITEDHELATH GP INC		2021-12-03	2023-10-11
	$2000 UNITEDHEALTH GROU 30MY15		2020-12-08	2023-05-04
	113 SH UNITY SOFTWARE INC		2022-01-14	2023-10-19
	394 SH UNUMPROVIDENT CORP		2021-04-13	2023-03-30
	$34000 US TSY NOTE 23JA31		2021-02-10	2023-01-09
	$35000 UA TSY NOTE 23NV30		2021-12-20	2023-05-24
	$3000 US TSY NOTE 26JL31		2021-09-21	2023-05-04
	$6000 US TSY NOTE 26MY31		2021-06-24	2023-05-04
	$6000 US TSY NOTE 30NV15		2021-02-10	2023-05-04
	$2000 US TSY NOTE 27FB28		2020-04-28	2023-05-04
	$3000 US TSY NOTE 28MY31		2021-06-24	2023-05-04
	$3000 US TSY NOTE 29AU15		2019-09-13	2023-05-04
	$29000 US TSY NOTE 24DE31		2020-02-06	2023-03-13
	$19000 US TSY NOTE 24JN30		2019-07-09	2023-08-07
	$4000 US TSY NOTE 24NV30		2018-09-05	2023-05-04
	$4000 US TSY NOTE 25NV15		2016-11-21	2023-05-04
	$22000 US TSY NOTE 24AU15		2020-12-01	2023-06-05
	$3000 US TSY NOTE 28NV15		2019-02-20	2023-05-04
	$3000 VERIZON COMMUNICA 31JA20		2021-09-14	2023-05-04
	16 SH VERTEX PHARMACEUTICALS		2020-09-24	2023-10-17
	71 SH VISA INC CL A		2011-03-07	2023-08-11
	329 SH VOYA FINL INC		2017-11-15	2023-01-12
	9.091 SH WW GRAINGER INC		2013-12-18	2023-07-20
	$2000 WELLS FARGO & CO 25OC30		2021-03-10	2023-05-04
	465 SH WELLS FARGO & CO NEW		2016-10-10	2023-07-18
	60 SH WESTERN DIGITAL CORPORATION		2020-03-19	2023-10-24
	411 SH WEYERHAEUSER CO		2011-12-12	2023-03-31
	92 SH WHEATON PRECIOUS METALS CORP		2020-02-04	2023-05-03
	74 SH ZOETIS INC CLASS A		2013-10-30	2023-07-10
	158 SH 10X GENOMICS INC CL A		2021-10-04	2023-03-29
	38 SH AMC NETWORKS INC CL A		2004-06-24	2023-06-23
	1.046 SH ATLANTA BRAVES HLDG INC SER C		2009-01-30	2023-07-20
	209 SH COMCAST CORP CLASS A		2005-06-01	2023-10-11
	30 SH GCI LIBERTY INC CL A		2009-01-28	2023-07-10
	36 SH JOHSON & JOHNSON		2005-11-04	2023-05-03
	49 SH LIBERTY MEDIA C SER A SIRIUSXM		2009-01-30	2023-06-27
	17 SH LIBERTY MEDIA C SER C SIRIUS XM		2009-01-30	2023-05-18
	.516 SH LIBERTY MEDIA COR SER A LBTY L		2009-01-30	2023-08-15
	21.28 SH LIBERTY MEDIA COR SER C LBRT L		2009-01-30	2023-08-15
	81 SH LIBERTY MEDIA COR SER C LBRT S		2009-01-30	2023-10-02
	189 SH SEAGATE TECHNOLOGY HLDNGS PLC		2010-08-18	2023-10-26
	18 SH TE CONNECTIVITY LTD NEW		2005-12-27	2023-05-25
	14 SH THERMO FISHER SCIENTIFIC		2010-08-27	2023-05-01
	306 SH UNILEVER PLC ADS		2006-06-02	2023-04-12
	33 SH WEYERHAEUSER CO		2010-07-22	2023-03-31
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,000	1,987	13
b	1,206	1,181	25
c	5,570	4,828	742
d	2,653	2,002	651
e	21	22	-1
	2,203	2,170	33
	10,312	8,939	1,373
	1,939	1,942	-3
	925	1,159	-234
	707	754	-47
	3,430	3,586	-156
	332	318	14
	5,373	5,832	-459
	649	896	-247
	1,402	2,131	-729
	28	27	1
	259	1,153	-894
	3,495	4,388	-893
	8,843	7,746	1,097
	10,046	6,662	3,384
	41,926	34,173	7,753
	20,410	18,093	2,317
	5,696	5,158	538
	1,590	920	670
	3,598	2,552	1,046
	1,479	1,289	190
	1,498	1,335	163
	12	10,310	-10,298
	6,035	5,056	979
	7,512	6,921	591
	6,342	7,615	-1,273
	7,691	4,588	3,103
	48	62	-14
	1,299	1,432	-133
	2,671	2,693	-22
	23,233	23,610	-377
	1,983	1,931	52
	3,035	2,917	118
	1,293	1,506	-213
	8,449	20,848	-12,399
	3,507	4,061	-554
	26,983	27,024	-41
	3,811	3,800	11
	14,069	35,598	-21,529
	3,099	4,763	-1,664
	8,629	5,114	3,515
	3,660	4,549	-889
	6,267	5,542	725
	258	245	13
	5,503	5,486	17
	22,994	25,173	-2,179
	1,937	1,929	8
	835	2,667	-1,832
	3,838	2,702	1,136
	7,057	1,679	5,378
	1,990	1,097	893
	19	6	13
	6,315	7,240	-925
	6,430	8,966	-2,536
	6,198	6,121	77
	1,863	2,071	-208
	3,157	3,713	-556
	5,205	4,963	242
	14,645	16,120	-1,475
	22,258	3,815	18,443
	4,551	3,331	1,220
	2,893	2,776	117
	3,686	7,002	-3,316
	39,245	42,302	-3,057
	2,533	3,044	-511
	3,666	917	2,749
	27,725	28,267	-542
	6,702	5,669	1,033
	5,839	4,344	1,495
	9,501	8,047	1,454
	7,418	7,099	319
	4,136	5,124	-988
	27,161	28,123	-962
	29,016	25,882	3,134
	18,608	18,900	-292
	3,180	3,445	-265
	23,813	14,005	9,808
	13,355	11,253	2,102
	2,266	2,658	-392
	1,847	2,028	-181
	13,776	6,372	7,404
	9,242	8,958	284
	3,141	3,786	-645
	10,342	6,390	3,952
	13,775	8,787	4,988
	12,358	21,773	-9,415
	10,066	7,968	2,098
	2,703	3,018	-315
	7,722	12,942	-5,220
	8,587	2,111	6,476
	2,935	2,815	120
	11,798	1,246	10,552
	1,976	2,098	-122
	4,143	4,888	-745
	4,577	5,131	-554
	1,758	2,124	-366
	5,512	4,376	1,136
	963	932	31
	1,590	1,595	-5
	21	6	15
	6	1	5
	321	163	158
	2,838	1,308	1,530
	4,650	1,678	2,972
	2,212	13,441	-11,229
	1,955	2,165	-210
	11,183	7,937	3,246
	7,225	3,973	3,252
	4,569	4,519	50
	13,263	9,237	4,026
	5,947	1,274	4,673
	4,576	3,492	1,084
	19,538	26,200	-6,662
	7,650	12,295	-4,645
	3,123	1,687	1,436
	13,353	2,655	10,698
	35,501	4,067	31,434
	17,771	22,687	-4,916
	8,617	3,636	4,981
	13,151	2,636	10,515
	2,904	3,080	-176
	6,753	2,449	4,304
	42,511	20,567	21,944
	7,552	12,849	-5,297
	10,687	8,836	1,851
	7,215	7,099	116
	8,844	6,867	1,977
	10,594	9,214	1,380
	6,079	27,975	-21,896
	106	77	29
	1,829	2,066	-237
	25	34,796	-34,771
	1,861	4,336	-2,475
	6,766	5,606	1,160
	13,119	6,524	6,595
	4,654	3,816	838
	5,788	6,901	-1,113
	1,765	1,001	764
	81	41	40
	9,328	7,629	1,699
	8,892	6,550	2,342
	10,314	11,786	-1,472
	7,091	4,748	2,343
	8,273	4,202	4,071
	12,530	11,341	1,189
	1,725	2,098	-373
	3,158	12,398	-9,240
	15,316	11,195	4,121
	33,915	33,997	-82
	34,158	34,845	-687
	2,744	2,975	-231
	5,530	5,961	-431
	5,057	5,854	-797
	1,841	2,045	-204
	2,711	3,001	-290
	2,718	2,930	-212
	27,774	29,427	-1,653
	18,411	19,043	-632
	3,886	3,841	45
	3,872	3,978	-106
	21,360	22,522	-1,162
	2,967	3,073	-106
	2,415	2,922	-507
	5,976	3,740	2,236
	16,509	10,457	6,052
	21,776	13,246	8,530
	6,909	2,277	4,632
	1,916	2,050	-134
	19,091	22,270	-3,179
	2,226	1,929	297
	11,796	7,042	4,754
	4,633	2,641	1,992
	12,404	2,361	10,043
	2,865	7,104	-4,239
	402	592	-190
	38	1	37
	9,261	1,910	7,351
	27		27
	5,797	2,181	3,616
	1,485	49	1,436
	483	16	467
	18		18
	741	20	721
	2,053	58	1,995
	11,360	2,078	9,282
	2,144	611	1,533
	7,811	640	7,171
	16,328	6,643	9,685
	985	496	489
	764		764

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			13
b			25
c			742
d			651
e			-1
			33
			1,373
			-3
			-234
			-47
			-156
			14
			-459
			-247
			-729
			1
			-894
			-893
			1,097
			3,384
			7,753
			2,317
			538
			670
			1,046
			190
			163
			-10,298
			979
			591
			-1,273
			3,103
			-14
			-133
			-22
			-377
			52
			118
			-213
			-12,399
			-554
			-41
			11
			-21,529
			-1,664
			3,515
			-889
			725
			13
			17
			-2,179
			8
			-1,832
			1,136
			5,378
			893
			13
			-925
			-2,536
			77
			-208
			-556
			242
			-1,475
			18,443
			1,220
			117
			-3,316
			-3,057
			-511
			2,749
			-542
			1,033
			1,495
			1,454
			319
			-988
			-962
			3,134
			-292
			-265
			9,808
			2,102
			-392
			-181
			7,404
			284
			-645
			3,952
			4,988
			-9,415
			2,098
			-315
			-5,220
			6,476
			120
			10,552
			-122
			-745
			-554
			-366
			1,136
			31
			-5
			15
			5
			158
			1,530
			2,972
			-11,229
			-210
			3,246
			3,252
			50
			4,026
			4,673
			1,084
			-6,662
			-4,645
			1,436
			10,698
			31,434
			-4,916
			4,981
			10,515
			-176
			4,304
			21,944
			-5,297
			1,851
			116
			1,977
			1,380
			-21,896
			29
			-237
			-34,771
			-2,475
			1,160
			6,595
			838
			-1,113
			764
			40
			1,699
			2,342
			-1,472
			2,343
			4,071
			1,189
			-373
			-9,240
			4,121
			-82
			-687
			-231
			-431
			-797
			-204
			-290
			-212
			-1,653
			-632
			45
			-106
			-1,162
			-106
			-507
			2,236
			6,052
			8,530
			4,632
			-134
			-3,179
			297
			4,754
			1,992
			10,043
			-4,239
			-190
			37
			7,351
			27
			3,616
			1,436
			467
			18
			721
			1,995
			9,282
			1,533
			7,171
			9,685
			489
			764

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	125,580
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 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,962
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	1,962
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	1,962
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	5,160
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	5,160
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	3,198
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax3,198	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

GUIDESTAR.ORG

The books are in care of right arrow

HAROLD F OBERKFELL TRUSTEE Telephone no. right arrow

(480) 585-7659

Located at right arrow

10107 E CINDER CONE TRAILSCOTTSDALEAZ ZIP+4 right arrow

85262

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2023)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2023? .............

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)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2023.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
HAROLD F OBERKFELL	TRUSTEE 0.00	0	0	0
10107 E CINDER CONE TRAIL SCOTTSDALE,AZ85262	TRUSTEE 0.00	0	0	0
VERITY A OBERKFELL	TRUSTEE 0.00	0	0	0
10107 E CINDER CONE TRAIL SCOTTSDALE,AZ85262	TRUSTEE 0.00	0	0	0
BETTY J ZIMMER	TRUSTEE 0.00	0	0	0
38 HIGHWAY 133 WESTPHALIA,MO65085	TRUSTEE 0.00	0	0	0
KEITH OBERKFELL	TRUSTEE 0.00	0	0	0
3839 COLUMBINE CIRCLE CHARLOTTE,NC28211	TRUSTEE 0.00	0	0	0
CHRISTOPHER OBERKFELL	TRUSTEE 0.00	0	0	0
440LANGLEY OAKS DR MARIETTA,GA30067	TRUSTEE 0.00	0	0	0
KELLY OBERKFELL	TRUSTEE 0.00	0	0	0
19475 NO GRAYHAWK DR 1026 SCOTTSDALE,AZ85255	TRUSTEE 0.00	0	0	0

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...................				0

Form 990-PF (2023)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,314,429

Average of monthly cash balances.......................

45,787

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

5,360,216

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

5,360,216

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

80,403

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

5,279,813

Minimum investment return. Enter 5% (0.05) of line 5................

263,991

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

263,991

Tax on investment income for 2022 from Part V, line 5.......

1,962

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,962

Distributable amount before adjustments. Subtract line 2c from line 1............

262,029

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

262,029

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

262,029

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

315,000

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

315,000

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					262,029
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	28,537
b From 2019......	28,741
c From 2020......	57,690
d From 2021......	19,950
e From 2022......	134,007
f Total of lines 3a through e ........		268,925
4Qualifying distributions for 2023 from Part
XI, line 4: $ 315,000
a Applied to 2022, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2023 distributable amount.....					262,029
e Remaining amount distributed out of corpus		52,971
5 Excess distributions carryover applied to 2023.		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		321,896
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					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 2018 not applied on line 5 or line 7 (see instructions) ...		28,537
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		293,359
10 Analysis of line 9:
a Excess from 2019....	28,741
b Excess from 2020....	57,690
c Excess from 2021....	19,950
d Excess from 2022....	134,007
e Excess from 2023....	52,971

Form 990-PF (2023)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

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 right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2023)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
FIRST TEE METRO ATLANTA 1053 CASCADE CIRCLE SW ATLANTA,GA30311	N/A	PUBLIC	ANNUAL FUND FOR OPERATIONS	5,000
A CURE IN OUR LIFETIME C/O JENNIFER FINK 5102 SAPPHIRE DR MARRIETTA,GA30068	N/A	PUBLIC	ANNUAL FUND FOR OPERATIONS	10,000
CHARLOTTE BALLET 701 N TRYON ST CHARLOTTE,NC28202	N/A	PUBLIC	ANNUAL FUND FOR OPERATIONS	10,000
AMERICAN MOBILITY PROJECT 2891 PORT ROYAL RD ADAMS,TN37010	N/A	PUBLIC	ANNUAL FUND FOR OPERATIONS	10,000
ARCH 1550 W COLTER ST PHOENIX,AZ85015	N/A	PUBLIC	ANNUAL FUND FOR OPERATIONS	12,000
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	12,000
HORSES HELP THERAPY RIDING PROGRAM PO BOX 71005 PHOENIX,AZ85050	N/A	PUBLIC	ANNUAL FUND FOR OPERATIONS	10,000
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	4,000
MUSICAL INSTRUMENT MUSEUM 4725 E MAYO BOULEVARD PHOENIX,AZ85050	N/A	PUBLIC	ANNUAL FUND FOR OPERATIONSANNUAL FUND FOR OPERATION	5,000
PHOENIX CONSERVATORY OF MUSIC PO BOX 1163 LITCHFIELD PARK,AZ85340	N/A	PUBLIC	ANNUAL FUND FOR AOPERATIONS	10,000
PHOENIX ZOO 455 N GALVIN PARKWAY PHOENIX,AZ85008	N/A	PUBLIC	ANNUAL FUND FOR OPERATIONS	10,000
REFUGEE SUPPORT SERVICE INC PO BOX 220224 CHARLOTTE,NC28222	N/A	PUBLIC	ANNUAL FUND FOR OPERATIONS	10,000
SARRC 300 N 18TH STREET PHOENIX,AZ85006	N/A	PUBLIC	ANNUAL FUND FOR OPERATIONS	30,000
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	40,000
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 GIBBON CONSERVATION CENTER 19100 ESGUERRA RD SANTA CLARITA,CA91390	N/A	PUBLIC	ANNUAL FUND FOR OPERATIONS	10,000
THE WEBER SCHOOL 6751 ROSWELL RD ATLANTA,GA30328	N/A	PUBLIC	ANNUAL FUND FOR OPERATIONS	15,000
WILD AT HEART INC 31840 N 45TH ST CAVE CREEK,AZ85331	N/A	PUBLIC	ANNUAL FUND FOR OPERATIONS	15,000
YOUNG JUDEA 575 8TH AVE NEW YORK,NY10018	N/A	PUBLIC	ANNUAL FUND FOR OPERATIONS	10,000
Total ................................. 3a				315,000

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2023)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
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	22,795
4 Dividends and interest from securities ....			14	62,700
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	166
8 Gain or (loss) from sales of assets other than inventory ............			14	125,580
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		211,241	0

13Total. Add line 12, columns (b), (d), and (e)..................

211,241

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 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	700	0		0

- TIN:

TY 2023 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	659,998	627,345

- TIN:

TY 2023 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	2,635,535	4,258,464

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

CKKO FOUNDATION

C/O HAROLD F OBERKFELL

EIN:

22-6869577

US Government Securities - End of Year Book Value:

524,771

US Government Securities - End of Year Fair Market Value:

483,472

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

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

- TIN:

TY 2023 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	251,144

- TIN:

TY 2023 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	52	0		0

- TIN:

TY 2023 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	166	166	166

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

CKKO FOUNDATION

C/O HAROLD F OBERKFELL

EIN:

22-6869577

Description	Amount
FEDERAL TAXES PAID	4,310