Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,137,455J 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 right arrow.............
3 Interest on savings and temporary cash investments 32,798 32,798  
4 Dividends and interest from securities... 61,847 59,832  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 595,165
b Gross sales price for all assets on line 6a 2,688,213
7 Capital gain net income (from Part IV, line 2)... 595,165
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
List of Attached Documents:
// Content
282 282  
12 Total. Add lines 1 through 11........ 690,092 688,077  
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
List of Attached Documents:
// Content
700 0   0
c Other professional fees (attach schedule)....   81,870    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...   3,185    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,437 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
207 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,344 85,055   0
25 Contributions, gifts, grants paid....... 375,000 375,000
26 Total expenses and disbursements. Add lines 24 and 25 383,344 85,055   375,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 306,748
b Net investment income (if negative, enter -0-) 603,022
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 57,645 46,316 46,316
2 Savings and temporary cash investments......... 91,052 48,604 48,604
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 524,771 Click to see attachment
List of Attached Documents:
// Content
500,101 		479,427
b Investments—corporate stock (attach schedule)....... 2,635,535 Click to see attachment
List of Attached Documents:
// Content
2,940,893 		4,532,257
c Investments—corporate bonds (attach schedule)....... 659,998 Click to see attachment
List of Attached Documents:
// Content
739,835 		777,842
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 198,845 Click to see attachment
List of Attached Documents:
// Content
198,845 		253,009
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,167,846 4,474,594 6,137,455
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 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 4,167,846 4,474,594
29 Total net assets or fund balances (see instructions)..... 4,167,846 4,474,594
30 Total liabilities and net assets/fund balances (see instructions). 4,167,846 4,474,594
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
4,167,846
2
Enter amount from Part I, line 27a .....................
2
306,748
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,474,594
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,474,594
Form 990-PF (2024)
Form 990-PF (2024)
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 ABBOTT LABORATORIES 287 SH   2024-07-16 2024-07-30
b ACCENTURE PLC IRELAND 9.274 SH   2023-11-29 2024-10-14
c AES CORP 372 SH   2024-01-31 2024-05-22
d AGNC INVESTMENT CORP 392 SH   2023-06-22 2024-05-16
e AIR LIQUIDE ADR 211.2 SH   2024-03-05 2024-12-19
AIRBNB INC CL A 13.74 SH   2023-12-04 2024-08-07
AIRBUS SE UNSPONSORED ADR 102.002 SH   2023-11-29 2024-04-22
ALASKA AIR GROUP INC 131 SH   2023-11-27 2024-07-23
AMADEUS IT GROUP SA ADR 4 SH   2023-03-07 2024-02-02
AMAZON COM INC 85 SH   2023-08-11 2024-05-22
AMER INTL GP INC NEW 28 SH   2024-01-31 2024-05-22
APA CORPORATION 371 SH   2023-12-04 2024-01-29
ASML HOLDING NV NY REG 4.09 SH   2024-09-26 2024-10-22
AT&T INC 2,000 26MH25   2023-06-05 2024-05-22
ATLASSIAN CORPORATION CL A .261 SH   2024-03-19 2024-07-12
BANK OF AMERICA CORP 182 SH   2024-04-09 2024-05-22
BIOGEN INC COM 12 SH   2023-07-17 2024-07-16
BLOOMINBRANDS INC COM 247 SH   2023-06-29 2024-02-29
BOEING CO 14.465 SH   2024-04-18 2024-10-15
BWX TECHNOLOGIES INC COM 10 SH   2023-11-29 2024-04-05
CINTAS CORP .14 SH   2023-10-10 2024-09-12
CNH INDL NV SHS 149 SH   2023-11-28 2024-04-29
COREBRIDGE FINL INC 252 SH   2023-11-06 2024-05-22
CRH PLC 35 SH   2024-01-11 2024-05-22
CVS HEALTH CORP $2,000   2023-08-07 2024-05-22
CVS HEALTH CORP COM 389 SH   2024-01-26 2024-05-01
DAIICHI SANKYO CO LTD SPON 18 SH   2023-04-24 2024-03-01
DEUTSCHE BOERSE AG UNSPON 29 SH   2024-08-15 2024-12-04
DEUTSCHE TELEKOM AG ADR 30 SH   2024-03-11 2024-05-08
DIAGEO PLC SPON ADR 12 SH   2023-01-16 2024-01-16
EATOM CORP PLC SHS 14 SH   2023-11-29 2024-01-22
EDENRED SA ADR 36SH   2023-06-28 2024-03-05
ELI LILLY & CO 1.124 SH   2024-02-14 2024-11-19
EQUINIX INC 1.118 SH   2024-04-10 2024-10-21
EQUITABLE HLDGS INC   2023-06-27 2024-01-25
ESSILORLUXOTTICA ADR 4.203SH   2023-11-17 2024-10-04
ESTEE LAUDER CO INC CL A 39SH   2023-11-10 2024-09-13
FREEPORT MCMORAN CL B 49SH   2024-07-02 2024-07-25
GE VERNOVA INC 105SH   2024-04-18 2024-12-05
GOLDMAN SACHS GRP INC 7.564SH   2024-01-25 2024-05-22
HALEON PLC ADR 825SH   2023-12-04 2024-11-19
HONG KONG EXCHANGES & CLEARING 28SH   2023-03-17 2024-02-02
INTEL CORP 92SH   2024-01-08 2024-04-30
INTEL CORP $4,000 25MH25   2023-07-18 2024-03-13
INTUIT INC 5.579SH   2023-06-23 2024-05-22
JOHNSON & JOHNSON 22SH   2024-05-09 2024-05-22
KERING SA ADR NEW 94.848SH   2023-08-08 2024-06-06
LVMH MOET HENNESSEY LOUIS VUITT 16SH   2023-11-20 2024-09-06
MEDTRONIC PLC SHS 6SH   2023-11-27 2024-07-11
META PLATFORMS INC CL A 26SH   2023-08-21 2024-06-21
MGIC INVT CORP 194SH   2023-11-27 2024-08-12
MONDAY COM LTD 18.016SH   2024-02-16 2024-09-05
NESTLE SON ADR REP REG 179SH   2024-01-08 2024-09-25
OLD DOMINION FREIGHT LINE .766SH   2024-03-05 2024-03-28
ORACLE CORP 108SH   2023-11-27 2024-07-17
PEPSICO INC $4,000 25MH19   2023-06-14 2024-02-07
PIONEER NATURAL RESOURCES CO 6.935SH   2023-11-29 2024-01-22
QUIDELORTHO CORP 151SH   2023-07-24 2024-04-29
RTX CORPORATION 26SH   2024-01-25 2024-05-22
SAFRAN SA 75SH   2024-04-22 2024-07-15
SANDVIK AB SPONS ADR 121SH   2023-08-22 2024-01-17
SCHNEIDER ELEC SA UNSP 19SH   2024-08-27 2024-10-16
SEAGATE TECHNOLOGY HLDINGS PLC 117SH   2024-04-12 2024-07-24
SENSATA TECHNOLOGIES HLDG PLC 282SH   2023-03-30 2024-03-04
SHELL INTERNATION $4,000 30AP06   2023-11-30 2024-09-10
SHISEIDO LTD SPON ADR 23SH   2023-02-21 2024-01-18
SMART GLOBAL HOLDINGS INC 274SH   2023-12-04 2024-02-02
SUNCOR ENERGY INC 29SH   2023-11-29 2024-01-11
TAIWAN SMCNDCTR MFG CO LTD 56SH   2024-06-18 2024-12-04
TALEN ENERGY CORP 34.652SH   2024-11-06 2024-11-25
THERMO FISHER SCIENTIFIC 12.696SH   2023-09-21 2024-05-29
TOKYO ELECTRON LTD UNSPON 56SH   2023-07-31 2024-04-22
TRACTOR SUPLLY CO .168SH   2024-03-05 2024-12-20
UBER TECHNOLOGIES INC 66SH   2024-05-20 2024-10-15
UNITED PARCEL SER INC 247.364SH   2024-01-23 2024-06-06
UNITED HEALTH GP INC 34SH   2024-05-07 2024-11-07
US TSY NOTE $4,000 26JL31   2024-01-03 2024-07-09
US TSY NOTE $2,000 24JN30   2023-06-14 2024-01-18
US TSY NOTE $6,000 24NV30   2023-06-09 2024-02-07
US TSY NOTE $10,000 25NV15   2023-11-30 2024-10-08
US TSY NOTE $4,000 24AU15   2023-02-28 2024-01-18
US TSY NOTE $9,000 25SP15   2023-12-18 2024-08-27
US TSY NOTE $3,000 28AP30   2023-05-24 2024-05-22
US TSY NOTE $2,000 34FB15   2024-03-13 2024-05-22
US TSY NOTE $31,000 25MY31   2023-05-30 2024-05-23
US TSY NOTE $66,000 26JA31   2024-02-07 2024-12-05
WW GRAINGER INC 4.398SH   2024-02-01 2024-08-16
WALMART INC 80SH   2023-11-29 2024-09-26
WELLS FARGO & CO $2,000 25OC30   2024-02-28 2024-08-20
WELLS FARGO & CO 63SH   2023-11-28 2024-04-08
ZEBRA TECH CL A 3.091SH   2023-11-28 2024-07-16
ZOETIS INCCL A 7SH   2024-04-16 2024-05-22
3I GROUP PLC UNSPON 74SH   2024-01-26 2024-07-16
ABBVIE INC COM 141SH   2022-09-12 2024-10-08
ACCENTURE PLC IRELAND 34.039 SH   2022-02-09 2024-10-14
ADOBE INC 24.981SH   2015-08-26 2024-12-23
AES CORP 202 SH   2015-05-13 2024-05-22
AGNC INVESTMENT CORP 1,544 SH   2023-01-20 2024-05-15
AIA GROUP LTD SPON 233SH   2018-04-12 2024-08-01
AIR LIQUIDE ADR 200.8 SH   2021-05-05 2024-12-18
AIRBNB INC CL A 59.26 SH   2022-04-22 2024-08-07
AIRBUS SE UNSPONSORED ADR 721 SH   2023-01-09 2024-06-25
ALASKA AIR GROUP INC 364 SH   2022-01-25 2024-07-17
ALCON INC 219SH   2021-01-25 2024-12-06
AMADEUS IT GROUP SA ADR 140 SH   2017-11-08 2024-03-27
AMAZON COM INC 16 SH   2014-04-25 2024-05-22
AMAZON COM INC $3,000 27AU22   2018-09-05 2024-05-22
AMER INTL GP INC NEW 224 SH   2018-11-14 2024-08-05
APA CORPORATION 398 SH   2022-12-12 2024-01-24
APPLE INC 68SH   2013-03-19 2024-05-29
APPLIED MATERIALS INC 97SH   2021-01-19 2024-01-22
APTIV PLC 128SH   2020-03-04 2024-08-01
ASML HOLDING NV NY REG 1.923 SH   2022-10-24 2024-04-19
ATLAS ENERGY SOLUTIONS INC   2023-03-15 2024-05-22
ATLASSIAN CORPORATION CL A 69 SH   2021-01-27 2024-08-02
BAKER HUGHES COMPANY CL A 990SH   2022-03-08 2024-12-10
BANK OF AMERICA $2,000   2019-12-11 2024-05-22
BIOGEN INC COM 33 SH   2023-07-17 2024-09-20
BLOCK INC CL A 92SH   2023-04-04 2024-05-22
BLOOMINBRANDS INC COM 618 SH   2021-02-03 2024-03-05
BROADCOM INC 95.483SH   2013-12-16 2024-12-30
BWX TECHNOLOGIES INC COM 218 SH   2022-11-01 2024-04-16
CAPITAL ONE FINANCIAL CORP 37SH   2022-06-24 2024-05-22
CHARLES RIVER LABS INTL INC 18.945SH   2021-10-07 2024-10-22
CITIGROUP INC $2,000   2021-06-08 2024-05-22
CLEAN HARBORS 27.29SH   2023-04-20 2024-05-22
CNH INDL NV SHS 788SH   2022-01-06 2024-04-29
COMPUTERSHARE LTD SPN 196SH   2022-11-09 2024-08-21
CONSTELLATION ENERGY CORP 238SH   2022-09-30 2024-10-23
CORTEVA INC 61SH   2022-03-16 2024-05-22
CRH PLC 13 SH   2021-02-03 2024-12-12
CROWDSTRIKE HLDGS INC CL A 67.132SH   2021-11-23 2024-11-26
DAIICHI SANKYO CO LTD SPON 303 SH   2022-11-18 2024-06-12
DEUTSCHE BOERSE AG UNSPON 161 SH   2022-03-16 2024-12-04
DEUTSCHE TELEKOM AG ADR 179 SH   2022-09-09 2024-05-23
DIAGEO PLC SPON ADR 57 SH   2022-06-07 2024-06-25
DOLBY CLA A COM 45SH   2013-04-25 2024-05-22
DTE ENERGY COMPANY 115SH   2020-05-27 2024-05-14
EATON CORP PLC SHS 119.997SH   2021-07-16 2024-08-15
ELI LILLY & CO 1.966 SH   2023-03-06 2024-11-19
ENTERPRISE PRODUC $2,000   2019-09-17 2024-05-22
EQUINIX INC 2.475 SH   2018-02-13 2024-10-21
EQUITABLE HLDGS INC 322SH   2020-01-21 2024-01-30
ESSILORLUXOTTICA ADR 75SH   2021-10-20 2024-10-04
ESTEE LAUDER CO INC CL A 85SH   2022-11-04 2024-09-12
ETSY INC COM 110SH   2021-10-12 2024-10-30
EURONET WORLDWIDE INC 156SH   2019-09-23 2024-07-19
EVEREST GROUP LTD 49.511SH   2023-08-01 2024-11-11
FISERV INC 186SH   2021-11-16 2024-11-26
FREEPORT MCMORAN CL B 334SH   2023-03-30 2024-07-25
GEN DIGITAL INC 1112SH   2021-02-09 2024-12-12
GOLDMAN SACHS GRP INC $2,000   2021-11-09 2024-05-22
GUARDANT HEALTH INC 199SH   2020-02-26 2024-02-01
HALEON PLC ADR 2736SH   2022-12-08 2024-12-12
HILLMAN SOLUTIONS CORP 1257SH   2023-03-01 2024-08-30
HONG KONG EXCHANGES & CLEARING 130SH   2022-11-15 2024-02-05
IBERDROLA SA SPON ADR 108SH   2022-06-06 2024-01-24
INTEL CORP 234SH   2022-03-25 2024-04-30
INTEL CORP $26,000 25MH25   2020-05-21 2024-03-13
INTUITIVE SURGICAL INC 15.989SH   2021-10-06 2024-10-29
KONIS PHARMACEUTICALS INC 154SH   2019-04-18 2024-07-12
JOHNSON CTLS INTL PLC 353SH   2020-03-30 2024-04-26
JPMORGAN CHASE $2,000   2020-10-27 2024-05-22
KERING SA ADR NEW 30.152SHSH   2023-03-24 2024-06-06
LEGRAND SA   2018-06-05 2024-09-18
LIBERTY BROADBAND CORP 7.64SH   2015-01-20 2024-01-23
LINDE PLC   2017-11-13 2024-12-12
LONDON STK EXCHANGE GROUP 53SH   2017-01-30 2024-12-02
LVMH MOET HENNESSEY LOUIS VUITT 26.938SH   2018-03-12 2024-11-01
L3HARRIS TECHNOLOGIES INC 3SH   2012-04-30 2024-05-22
M&T BANK CORP 40SH   2022-07-21 2024-07-02
MARVELL TECHNOLOGY INC 80SH   2023-04-14 2024-12-18
MCDONALDS CORP $2,000   2020-08-05 2024-05-22
MEDTRONIC PLC SHS 274SH   2021-12-16 2024-07-12
META PLATFORMS INC CL A 23SH   2022-08-05 2024-03-22
MICRON TECH INC 224SH   2023-03-29 2024-07-26
MOCROSOFT CORP 57SH   2015-08-31 2024-05-22
MURPHY USA INC 32.988SH   2015-06-30 2024-09-19
NCR ARLEOS CORPORATION 251SH   2021-10-04 2024-02-29
NCR VOYIX CORPORATION 502SH   2021-10-04 2024-02-29
NESTLE SPON ADR REP REG 3SH   2018-10-17 2024-03-19
NETFLIX INC 29.788SH   2021-08-19 2024-12-12
NEXTERA ENERGY INC 215SH   2023-02-15 2024-12-17
NICE LTD ADR 23SH   2021-11-15 2024-06-27
NICE INC B 175SH   2021-10-07 2024-05-22
NOVO NORDISK A/S ADR 39SH   2013-10-24 2024-05-22
NVIDIA CORPORATION 182.65SH   2018-12-10 2024-11-08
OLIN CORPORATION 225SH   2021-07-29 2024-08-05
OLYMPUS CORP ADR 72SH   2022-03-02 2024-11-13
ORACLE CORP 109SH   2015-07-07 2024-07-19
PALO ALTO NETWORKS INC 38SH   2016-06-24 2024-12-16
PEPSICO INC $26,000   2020-05-21 2024-02-07
PIONEER NATURAL RESOURCES CO 88SH   2020-03-19 2024-01-23
RENTOKIL INITIAL PLC ADR 197SH   2017-01-27 2024-10-02
RTX CORPORATION 17SH   2020-02-28 2024-09-24
S&P GLOBAL INC COM 11.332SH   2018-10-30 2024-01-17
SANFRAN SA 84SH   2023-01-26 2024-10-29
SAP AG 16.841SH   2023-03-30 2024-11-01
SHELL INTERNATION $31,000 30AP06   2022-01-04 2024-09-10
SHERWIN WILLIAMS COMPANY OHIO 15.628SH   2022-04-29 2024-08-07
SHISEIDO LTD SPON ADR 145SH   2015-08-28 2024-08-20
SHOPIFY INC 33SH   2023-11-08 2024-12-12
SMART GLOBAL HOLDINGS INC 104SH   2022-01-06 2024-01-31
SONY GROUP CORPORATION ADR 212SH   2022-07-29 2024-04-22
SPLUNK INC 69.752SH   2017-06-15 2024-01-31
STRYKER CORP 10.182SH   2022-05-06 2024-05-22
SUNCOR ENERGY INC 1420SH   2020-03-19 2024-06-25
TOKYO ELECTRON LTD UNSPON 48.405SH   2023-04-21 2024-06-03
TOTALENERGIES SE SPON ADS 564SH   2020-07-23 2024-10-21
UNITED PARCEL SER INC 90.636SH   2011-04-18 2024-06-14
UNITEDHEALTH GP INC 19SH   2021-12-03 2024-01-26
UNITEDHEALTH GP INC $2,000   2020-12-08 2024-05-22
US TSY NOTE $37,000 26JL31   2021-09-21 2024-07-09
US TSY NOTE $4,000 26MY31   2021-06-24 2024-05-22
US TSY NOTE $4,000 30NV15   2021-02-10 2024-05-22
US TSY NOTE $2,000 27FB28   2020-04-28 2024-05-22
US TSY NOTE $2,000 28MY31   2021-06-24 2024-05-22
US TSY NOTE $2,000 29AU15   2019-09-13 2024-05-22
US TSY NOTE $15,000 25NV15   2020-06-30 2024-01-18
US TSY NOTE $2,000 32FB15   2022-05-09 2024-05-22
US TSY NOTE $47,000 24NV30   2019-02-25 2024-02-07
US TSY NOTE $70,000 25NV15   2016-11-21 2024-10-08
US TSY NOTE $31,000 24AU15   2022-08-12 2024-01-18
US TSY NOTE $3,000 27AU31   2022-09-22 2024-05-22
US TSY NOTE $5,000 28NV15   2019-02-20 2024-05-22
US TSY NOTE $60,000 25SP15   2022-09-22 2024-08-27
US TSY NOTE $3,000 33FB15   2023-02-16 2024-05-22
VERIZON COMMUNICATION $2,000   2021-09-14 2024-05-22
VERTEX PHARMACEUTICALS 29SH   2020-10-15 2024-08-06
VISA INC CL A 16SH   2011-03-07 2024-05-22
VISTRA CORP 895SH   2019-05-31 2024-11-26
VULCAN MATERIALS CO 160SH   2020-09-23 2024-10-24
WALMART INC 283SH   2023-08-01 2024-09-26
WARNER BROS DISCOVERY INC SER 568SH   2020-05-14 2024-01-31
WELLS FARGO & CO $29,000 25OC30   2021-03-10 2024-08-20
WELLS FARGO & CO NEW 1040SH   2016-10-11 2024-04-09
WOLFSPEED INC 142SH   2011-12-12 2024-09-10
ZEBRA TECH CL A 57SH   2023-01-23 2024-07-16
BIOGEN INC COM 84 SH   2007-05-15 2024-12-10
COMCAST CORP CL A 715SH   2009-10-05 2024-12-17
DIAGEO PLC SPON ADR 50 SH   2004-06-24 2024-07-23
IONIS PHARMACEUTICALS INC 26SH   2010-10-19 2024-07-11
JOHNSON CTLS INTL PLC 4SH   2005-12-27 2024-04-25
LIBERTY BROADBAND CORP 36.36SH   2009-01-28 2024-02-02
L3HARRIS TECHNOLOGIES INC 13.757SH   2006-05-31 2024-05-22
TE CONNECTIVITY LTD NEW 21SH   2005-12-27 2024-05-22
UNITED HEALTH GP INC 81SH   2008-05-01 2024-05-22
WOLFSPEED INC 103SH   2005-01-14 2024-09-10
SIX FLAGS ENTERTAINMENT CORP 359.6SH   2020-06-16 2024-07-19
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 29,980   29,666 314
b 2,656   3,161 -505
c 7,873   6,115 1,758
d 3,868   3,965 -97
e 6,921   7,927 -1,006
1,540   1,891 -351
4,238   3,795 443
4,984   4,826 158
280   259 21
15,623   11,757 3,866
2,219   1,962 257
11,786   12,859 -1,073
2,954   3,486 -532
1,870   1,870 0
47   51 -4
7,201   6,835 366
2,718   3,347 -629
6,750   6,683 67
2,191   2,470 -279
1,007   769 238
29   18 11
1,739   1,568 171
7,898   5,013 2,885
2,763   2,407 356
1,956   1,974 -18
21,705   28,500 -6,795
594   645 -51
673   610 63
696   717 -21
1,701   2,097 -396
3,422   3,168 254
949   1,191 -242
813   849 -36
985   868 117
3,620   2,890 730
486   411 75
3,287   4,448 -1,161
2,186   2,381 -195
30,431   14,333 16,098
3,522   2,900 622
7,219   6,973 246
839   1,180 -341
3,035   4,071 -1,036
3,923   3,923 0
3,748   2,532 1,216
3,376   3,293 83
3,581   5,607 -2,026
2,513   2,520 -7
467   474 -7
12,960   7,486 5,474
4,576   3,585 991
4,543   4,060 483
18,180   19,292 -1,112
169   166 3
14,372   12,046 2,326
3,889   3,888 1
1,497   1,607 -110
6,021   13,236 -7,215
2,761   2,348 413
4,049   4,112 -63
2,422   2,252 170
986   960 26
11,531   9,993 1,538
9,731   13,467 -3,736
3,727   3,615 112
616   1,053 -437
5,398   4,643 755
945   956 -11
10,794   9,783 1,011
7,319   6,522 797
7,457   5,647 1,810
6,514   4,207 2,307
9   8 1
5,502   4,355 1,147
33,857   38,530 -4,673
19,558   18,953 605
3,690   3,690 0
1,970   1,969 1
5,864   5,862 2
9,790   9,764 26
3,938   3,938 0
8,920   8,889 31
2,888   2,967 -79
1,931   1,972 -41
30,707   30,824 -117
65,915   65,875 40
4,157   4,029 128
5,672   4,220 1,452
1,988   1,971 17
3,634   2,724 910
1,034   720 314
1,211   1,068 143
1,485   1,153 332
24,478   16,009 8,469
11,156   12,182 -1,026
11,348   4,516 6,832
4,275   2,579 1,696
14,955   17,580 -2,625
6,685   8,475 -1,790
6,640   5,717 923
6,642   8,355 -1,713
29,493   18,989 10,504
14,097   18,259 -4,162
19,966   15,479 4,487
8,773   7,389 1,384
2,941   241 2,700
2,845   2,893 -48
16,422   6,883 9,539
12,298   17,413 -5,115
12,722   1,606 11,116
16,357   10,444 5,913
9,280   11,031 -1,751
1,660   900 760
5,589   3,705 1,884
11,272   13,855 -2,583
42,301   31,643 10,658
1,873   2,059 -186
6,787   9,172 -2,385
6,320   6,324 -4
17,182   13,811 3,371
43,612   1,903 41,709
21,180   12,437 8,743
5,205   4,072 1,133
3,579   7,806 -4,227
1,708   2,026 -318
5,842   3,950 1,892
8,992   12,218 -3,226
3,520   3,272 248
56,315   10,975 45,340
3,464   3,341 123
1,117   616 501
22,456   13,917 8,539
10,371   8,994 1,377
3,316   2,886 430
4,178   3,522 656
7,801   8,799 -998
3,675   2,355 1,320
13,302   10,377 2,925
30,968   17,638 13,330
1,421   626 795
1,829   2,024 -195
2,181   1,848 333
10,711   4,228 6,483
8,621   7,007 1,614
7,743   18,257 -10,514
5,577   19,894 -14,317
15,664   20,356 -4,692
18,253   17,790 463
34,864   19,900 14,964
17,015   13,518 3,497
32,636   23,631 9,005
1,839   2,009 -170
4,348   18,555 -14,207
26,543   19,910 6,633
12,090   10,601 1,489
3,834   4,638 -804
5,365   5,032 333
7,524   11,820 -4,296
25,499   26,715 -1,216
8,161   5,319 2,842
6,410   8,588 -2,178
19,603   9,137 10,466
1,762   2,107 -345
1,071   1,882 -811
7,564   5,404 2,160
605   495 110
3,194   1,187 2,007
1,908   772 1,136
3,609   1,750 1,859
675   163 512
6,030   6,710 -680
6,077   3,309 2,768
1,907   2,152 -245
21,222   25,076 -3,854
11,677   3,861 7,816
28,111   14,091 14,020
24,010   3,670 20,340
16,338   2,075 14,263
5,474   7,147 -1,673
7,326   11,165 -3,839
317   239 78
20,897   12,079 8,818
16,681   16,210 471
3,803   7,103 -3,300
16,067   23,208 -7,141
5,245   1,250 3,995
63,254   3,989 59,265
9,463   10,544 -1,081
1,173   1,499 -326
15,154   4,350 10,804
10,987   1,496 9,491
25,281   26,410 -1,129
19,155   5,204 13,951
4,867   3,180 1,687
1,982   1,210 772
4,897   2,033 2,864
4,544   3,061 1,483
3,549   2,255 1,294
28,800   31,605 -2,805
4,972   4,362 610
3,822   3,102 720
3,804   2,054 1,750
2,079   3,294 -1,215
17,351   19,117 -1,766
10,658   3,988 6,670
3,402   2,436 966
52,935   24,039 28,896
5,387   2,942 2,445
37,208   24,254 12,954
12,341   6,486 5,855
9,497   8,519 978
1,687   2,084 -397
34,107   36,498 -2,391
3,687   3,974 -287
3,208   3,902 -694
1,818   2,033 -215
1,761   2,000 -239
1,740   1,953 -213
14,773   15,094 -321
1,667   1,795 -128
45,935   47,587 -1,652
68,439   69,796 -1,357
30,520   30,520 0
2,866   2,897 -31
4,723   5,100 -377
59,424   59,395 29
2,797   2,917 -120
1,608   1,948 -340
12,677   6,237 6,440
4,440   298 4,142
82,523   19,408 63,115
40,948   22,759 18,189
22,667   15,044 7,623
5,782   12,437 -6,655
28,811   29,276 -465
58,509   39,074 19,435
1,062   9,298 -8,236
18,892   17,835 1,057
15,314   3,391 11,923
29,663   5,206 24,457
6,393   2,579 3,814
1,185   244 941
258   95 163
2,579   101 2,478
3,096   740 2,356
3,206   712 2,494
40,293   2,351 37,942
770   2,431 -1,661
18,273   19,829 -1,556
252     252
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       314
b       -505
c       1,758
d       -97
e       -1,006
      -351
      443
      158
      21
      3,866
      257
      -1,073
      -532
      0
      -4
      366
      -629
      67
      -279
      238
      11
      171
      2,885
      356
      -18
      -6,795
      -51
      63
      -21
      -396
      254
      -242
      -36
      117
      730
      75
      -1,161
      -195
      16,098
      622
      246
      -341
      -1,036
      0
      1,216
      83
      -2,026
      -7
      -7
      5,474
      991
      483
      -1,112
      3
      2,326
      1
      -110
      -7,215
      413
      -63
      170
      26
      1,538
      -3,736
      112
      -437
      755
      -11
      1,011
      797
      1,810
      2,307
      1
      1,147
      -4,673
      605
      0
      1
      2
      26
      0
      31
      -79
      -41
      -117
      40
      128
      1,452
      17
      910
      314
      143
      332
      8,469
      -1,026
      6,832
      1,696
      -2,625
      -1,790
      923
      -1,713
      10,504
      -4,162
      4,487
      1,384
      2,700
      -48
      9,539
      -5,115
      11,116
      5,913
      -1,751
      760
      1,884
      -2,583
      10,658
      -186
      -2,385
      -4
      3,371
      41,709
      8,743
      1,133
      -4,227
      -318
      1,892
      -3,226
      248
      45,340
      123
      501
      8,539
      1,377
      430
      656
      -998
      1,320
      2,925
      13,330
      795
      -195
      333
      6,483
      1,614
      -10,514
      -14,317
      -4,692
      463
      14,964
      3,497
      9,005
      -170
      -14,207
      6,633
      1,489
      -804
      333
      -4,296
      -1,216
      2,842
      -2,178
      10,466
      -345
      -811
      2,160
      110
      2,007
      1,136
      1,859
      512
      -680
      2,768
      -245
      -3,854
      7,816
      14,020
      20,340
      14,263
      -1,673
      -3,839
      78
      8,818
      471
      -3,300
      -7,141
      3,995
      59,265
      -1,081
      -326
      10,804
      9,491
      -1,129
      13,951
      1,687
      772
      2,864
      1,483
      1,294
      -2,805
      610
      720
      1,750
      -1,215
      -1,766
      6,670
      966
      28,896
      2,445
      12,954
      5,855
      978
      -397
      -2,391
      -287
      -694
      -215
      -239
      -213
      -321
      -128
      -1,652
      -1,357
      0
      -31
      -377
      29
      -120
      -340
      6,440
      4,142
      63,115
      18,189
      7,623
      -6,655
      -465
      19,435
      -8,236
      1,057
      11,923
      24,457
      3,814
      941
      163
      2,478
      2,356
      2,494
      37,942
      -1,661
      -1,556
      252
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 2 595,165
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 8,382
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 8,382
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 8,382
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,198
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 3,198
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 5,184
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAZ
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowGUIDESTAR.ORG
14
The books are in care ofright arrowHAROLD F OBERKFELL TRUSTEE Telephone no.right arrow (480) 585-7659

Located atright arrow10107 E CINDER CONE TRAILSCOTTSDALEAZ ZIP+4right arrow85262
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,206,685
b
Average of monthly cash balances.......................
1b
82,776
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,289,461
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
6,289,461
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
94,342
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,195,119
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
309,756
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
309,756
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,382
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,382
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
301,374
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
301,374
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
301,374
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
375,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
375,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 301,374
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 28,741
b From 2020...... 57,690
c From 2021...... 19,950
d From 2022...... 134,007
e From 2023...... 52,971
f Total of lines 3a through e ........ 293,359
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 375,000
a Applied to 2023, 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 2024 distributable amount..... 301,374
e Remaining amount distributed out of corpus 73,626
5 Excess distributions carryover applied to 2024. 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 5 366,985
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		28,741
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		338,244
10 Analysis of line 9:
a Excess from 2020.... 57,690
b Excess from 2021.... 19,950
c Excess from 2022.... 134,007
d Excess from 2023.... 52,971
e Excess from 2024.... 73,626
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

LIFELINE ANIMAL PROJECT

3180 PRESIDENTIAL DRIVE
ATLANTA,GA30340 		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

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 BALLET

701 N TRYON ST
CHARLOTTE,NC28202 		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 10,000

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

FIRST TEE METRO ATLANTA

1053 CASCADE CIRCLE SW
ATLANTA,GA30311 		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 5,000

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

LOS NINOS PRIMEROS INC

471 MOUNT VERNON HIGHWAY NE
SANDY SPRINGS,GA30328 		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 4,000

JEWISH FEDERATION OF ATLANTA

1440 SPRING ST NW
ATLANTA,GA30309 		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 5,000

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 60,000

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

RHODE ISLAND FREE CLINIC INC

655 BROAD STREET
PROVIDENCE,RI02907 		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 5,000

BIRTHRIGHT ISRAEL FOUNDATION

711 3RD AVE 10TH FL
NEW YORK,NY10017 		N/A PUBLIC ANNUAL FUND FOR OPERATIONS 5,000
Total .................................right arrow 3a 375,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 32,798  
4 Dividends and interest from securities ....     14 61,847  
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 .....     14 282  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 595,165  
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) .. 0 690,092 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
690,092
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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

TY 2024 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 739,835 777,842

TY 2024 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 2,940,893 4,532,257

TY 2024 InvestmentsGovtObligationsSch
Name:
CKKO FOUNDATION
 
C/O HAROLD F OBERKFELL
EIN:
22-6869577
US Government Securities - End of Year Book Value:

500,101
US Government Securities - End of Year Fair Market Value:

479,427
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 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 198,845 253,009

TY 2024 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 207 0   0


TY 2024 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 282 282 282