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.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
SCOTTSDALE
State or province
AZ
Country  
ZIP or foreign postal code
85262
A Employer identification number

22-6869577
B Telephone number (see instructions)

4805857660
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$6,318,397J 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 .................
3 Interest on savings and temporary cash investments 37,911 37,911  
4 Dividends and interest from securities... 55,795 55,795  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 400,392
b Gross sales price for all assets on line 6a 2,838,738
7 Capital gain net income (from Part IV, line 2)... 400,392
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
510 510  
12 Total. Add lines 1 through 11........ 494,608 494,608  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
86,643 86,643   0
17 Interest............... 41 0   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,871 2,871   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,009 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 119,564 89,514   0
25 Contributions, gifts, grants paid....... 386,000 386,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 505,564 89,514   386,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,956
b Net investment income (if negative, enter -0-) 405,094
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 46,316 27,061 27,061
2 Savings and temporary cash investments......... 48,604 114,321 114,321
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) 500,101 Click to see attachment
List of Attached Documents:
// Content
793,415 		808,073
b Investments—corporate stock (attach schedule)....... 2,940,893 Click to see attachment
List of Attached Documents:
// Content
2,868,529 		4,651,358
c Investments—corporate bonds (attach schedule)....... 739,835 Click to see attachment
List of Attached Documents:
// Content
461,467 		461,166
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 198,845 Click to see attachment
List of Attached Documents:
// Content
198,845 		256,418
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) 4,474,594 4,463,638 6,318,397
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances 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 4,474,594 4,463,638
29 Total net assets or fund balances (see instructions)..... 4,474,594 4,463,638
30 Total liabilities and net assets/fund balances (see instructions). 4,474,594 4,463,638
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
4,474,594
2
Enter amount from Part I, line 27a .....................
2
-10,956
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,463,638
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,463,638
Form 990-PF (2025)
Form 990-PF (2025)
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 ABB LTD ADR 167 SH   2024-06-06 2025-05-09
b ABBVIE INC 2950 26NV21 $2,000   2025-06-30 2025-10-30
c ACCENTURE PLC IRELAND CL 6 SH   2024-07-15 2025-06-16
d AES CORP 72 SH   2024-03-22 2025-02-05
e AIRBNB INC CL 52.002 SH   2024-12-12 2025-10-28
ALPHABET INC CL A 50 SH   2025-09-03 2025-10-07
AMAZON COM INC 3150 27AU22   2024-10-15 2025-09-16
AMERICAN TOWER CORP 40 SH   2024-06-18 2025-05-08
APPLE INC 41 SH   2024-07-26 2025-10-14
APPLOVIN CORP 27.793 SH   2024-12-03 2025-11-04
ARGENIX SE ADR 9.135 SH   2024-12-20 2025-08-29
ASICS CORP ADR 209 SH   2024-09-19 2025-03-14
ASML HOLDING NV NY REG .808SH   2024-09-26 2025-01-28
ASTRAZENECA PLC ADR 24.18 SH   2024-04-23 2025-02-04
AT&T INC 1700 26MH25 $2,000   2024-09-30 2025-03-25
BANCO BILBAO VIZ ARG SA ADS   2024-05-15 2025-07-22
BLOCK INC CL A 93 SH   2025-01-16 2025-07-23
BOEING CO 69.163 SH   2024-04-18 2025-01-07
BROADCOM INC   2025-04-08 2025-11-19
BYD COMPANY LTD 0.385 SH   2025-02-24 2025-07-30
CANADIAN PACIFIC KANSAS CITY   2024-04-23 2025-02-05
CAPITAL ONE FINANCIAL CORP   2025-01-08 2025-03-04
CELESTICA INC 5.549 SH   2025-08-11 2025-12-11
CHARLES SCHWAB NEW 59 SH   2024-11-12 2025-05-08
CHARTER COMMUNICATIONS 78 SH   2025-06-06 2025-11-14
CHIPOTLE MEXICAN GRILL INC 73 SH   2024-10-22 2025-08-26
CLEAN HARBORS 22 SH   2024-09-12 2025-05-08
COMPASS GROUP PLC SPD ADR 134 SH   2024-09-18 2025-07-17
CONSTELLATION BRANDS INC CL   2024-11-13 2025-09-23
CORCEPT THERAPEUTICS INC 310 SH   2025-04-15 2025-12-31
COREBRIDGE FINL INC 166 SH   2024-11-07 2025-05-08
CORTEVA INC 44 SH   2025-01-08 2025-05-08
COTY INC COM 184 SH   2024-12-09 2025-03-03
CVS HEALTH CORP COM 33 SH   2025-05-07 2025-12-29
DANONE SPON ADR 188 SH   2024-11-05 2025-06-25
DEUTSCHE TELEKOM AG ADR 31 SH   2025-08-01 2025-08-26
DEVON ENERGY CORP 5200 34SP15   2024-09-10 2025-05-08
DRAFTKINGS INC CL 441 SH   2025-01-10 2025-10-22
EASTMAN CHEMICAL CO 12 SH   2024-12-20 2025-01-10
EATON CORP PLC SHS 16.227 SH   2025-03-04 2025-05-08
EQT CORPORATION 291 SH   2024-09-30 2025-05-08
EXPEDIA GROUP INC 158 SH   2025-04-09 2025-08-29
FAIRFAX FIN HLDG SUB VTG 4.886 SH   2025-01-14 2025-05-08
FISERV INC 12 SH   2025-07-23 2025-11-04
FLUENCE ENERGY INC 650 SH   2025-01-13 2025-02-11
FREEPORT MCMORAN CL 69.002 SH   2024-12-03 2025-01-10
GILEAD SCIENCE 91 SH   2025-01-13 2025-05-09
GLOBAL PAYMENT INC 243 SH   2024-11-06 2025-04-23
GLOBANT SA 101 SH   2025-04-23 2025-08-06
GOLDMAN SACHS GRP INC 64.571 SH   2024-01-25 2025-01-07
HDFC BANK LTD ADR 36 SH   2024-11-27 2025-08-25
HERMES INTL SCA UNSPON 5.907 SH   2025-01-22 2025-10-01
ICON PLC 53 SH   2025-08-05 2025-12-31
INTEL CORP 1595 SH   2025-03-14 2025-09-03
INTESA SANPAOLO SPA 22 SH   2024-05-14 2025-03-14
INTUIT INC 8.91 SH   2024-06-24 2025-05-08
INTUITIVE SURGICAL INC 8.713 SH   2025-04-24 2025-05-13
JOHNSON & JOHNSON 64 SH   2024-05-09 2025-05-14
JOHNSON CTLS INTL PLC 81 SH   2024-08-01 2025-05-08
JONES LANG LASALLE 76.123 SH   2025-01-28 2025-05-22
L OREAL CO ADR 15 SH   2024-12-02 2025-05-14
LAMB WESTON HLDGS INC 300 SH   2024-09-20 2025-01-14
LENOVO GROUP LTD SPONS 87 SH   2025-02-25 2025-12-22
LINDE PLC 16.623 SH   2025-06-04 2025-11-19
LLOYDS BANKING GRP INC 3390 SH   2024-09-12 2025-05-12
LVMH MOET HENNESSY LOUIS   2024-12-02 2025-05-28
MAGNUM ICE CREAM CO 15 SH   2025-07-10 2025-12-11
MARUBENI CORP ADR 28.66 SH   2025-01-24 2025-05-08
MARVELL TECHNOLOGY INC 62.066 SH   2025-01-14 2025-12-31
META PLATFORMS INC 15.001 SH   2025-04-29 2025-11-14
MICROCHIP TECHNOLOGY 235 SH   2025-02-19 2025-08-05
MICRON TECH INC 117 SH   2025-01-06 2025-07-17
MICROSOFT CORP 5 SH   2025-08-11 2025-12-03
MITSUBISHI HEAVY INDS LTD 241 SH   2025-03-19 2025-11-25
NATWEST GROUP PLC ADR 7 SH   2025-06-25 2025-08-29
NOBLE CORP NEW 289 SH   2024-10-04 2025-03-05
NOVO NORDISK ADR 632 SH   2024-08-13 2025-08-06
OLD DOMINION FREIGHT LINE 26.393 SH   2024-10-09 2025-09-09
ORACLE CORP 6 SH   2025-01-15 2025-01-27
PALANTIR TECHNOLOGIES INC 135.433 SH   2024-12-23 2025-11-04
PAYLOCITY HOLDING CORP .745 SH   2025-02-04 2025-10-08
PAYPAL HLDGS INC 272 SH   2025-01-15 2025-11-24
PEPSICO INC NC 207 SH   2025-03-04 2025-06-11
PINTEREST INC CL 144 SH   2024-07-02 2025-10-28
PPL CORPORATION 169 SH   2025-01-16 2025-05-08
PUBLICIS GROUPE ADR 11 SH   2024-10-21 2025-06-01
ROBINHOOD MKTS INC 94 SH   2025-02-25 2025-11-04
SALESFORCE INC 5 SH   2024-12-17 2025-06-09
SCHNEIDER ELEC SA ADR 20 SH   2024-03-19 2025-01-28
SEA LIMITED ADR 10.68 SH   2024-09-25 2025-04-04
SEAGATE TECHNOLOGY PLC 110 SH   2024-04-15 2025-04-07
SERVICENOW INC 2.649 SH   2024-03-04 2025-02-25
SHOPIFY INC 11.283SH   2024-11-01 2025-03-04
SIEMENS AKTIENGESELLSCHAFT   2024-12-18 2025-05-08
SIKA AG ADR 151 SH   2025-03-06 2025-06-26
SKYWORKS SOLUTIONS INC 81 SH   2024-12-11 2025-02-06
SOFTBANK CORP ADR 28.323 SH   2025-09-16 2025-11-13
SONY FINANCIAL GRP INC 131.8 SH   2025-09-29 2025-10-08
SPOTIFY TECHNOLOGY SA 15.278 SH   2025-01-16 2025-08-01
STARBUCKS CORP WASH 26 SH   2025-08-07 2025-12-10
STRAUMANN HLDG ADR 64 SH   2024-11-05 2025-08-08
TAIWAN SMCNDCTR MFG 88.089 SH   2024-05-15 2025-04-11
TALEN ENERGY CORP 29.227 SH   2024-10-23 2025-09-23
TARGET CORPORATION 11 SH   2024-03-01 2025-01-17
TESLA INC 22.777 SH   2024-10-09 2025-05-08
TG THERAPEUTICS INC 379 SH   2025-09-02 2025-11-26
TOKI MARINE HOLDING 63 SH   2024-12-03 2025-11-20
TOKYO ELECTRON LTD 26.812 SH   2025-07-18 2025-12-12
TRANE TECHNOLOGIES PLC 24.972 SH   2025-01-08 2025-12-17
UBER TECHNOLOGIES INC 371 SH   2024-05-20 2025-04-09
UNICREDIT SPA ADR 279 SH   2025-06-25 2025-12-08
UNION PACIFIC CORP 7.297 SH   2024-10-29 2025-08-11
UNITEDHEALTH GP INC 85.999 SH   2024-12-05 2025-09-18
US TSY NOTE 0750 26MY31   2024-07-09 2025-05-19
US TSY NOTE 3500 26SP30   2024-10-08 2025-06-04
US TSY NOTE 3875 27MY31   2025-06-04 2025-09-16
US TSY NOTE 4000 28FB29   2024-08-27 2025-05-08
US TSY NOTE 4125 29NV30   2024-12-05 2025-05-08
VENTURE GLOBAL INC 1264 SH   2025-01-27 2025-04-10
VISA INC CL 13 SH   2024-08-09 2025-01-07
VISTRA CORP 154.001 SH   2025-01-17 2025-09-23
WW GRAINGER INC 4.029 SH   2025-03-10 2025-06-17
WALT DISNEY CO 86 SH   2025-02-28 2025-05-08
WELLS FARGO & CO 2393 28JN02   2024-08-20 2025-05-08
WILLSCOT HLDGS CORP 554 SH   2024-09-20 2025-04-15
WORKDAY INC CL 10.966 SH   2024-12-16 2025-08-11
ZAI LAB LTD ADR 45H   2025-06-11 2025-12-19
ABBVIE INC 2950 26NV21 $32,000   2023-11-15 2025-10-30
ABBVIE INC COM 275 SH   2020-05-11 2025-07-25
ACCENTURE PLC IRELAND CL 91.544 SH   2023-07-25 2025-09-25
ADOBE INC 30.019 SH   2015-08-26 2025-04-28
AES CORP 1356 SH   2023-10-23 2025-02-11
AIR LIQUIDE ADR 314 SH   2021-05-04 2025-01-08
ALCON INC 237 SH   2023-10-24 2025-03-31
AMAZON COM INC 89 SH   2014-04-28 2025-01-23
AMAZON COM INC 3150 27AU22   2018-09-05 2025-09-16
AMER INTL GP INC 517 SH   2020-03-19 2025-11-11
AMERICAN HOMES 4 RENT 139 SH   2015-06-30 2025-01-08
APPLE INC 24 SH   2025-04-09 2025-10-14
ARGENIX SE ADR 8.092 SH   2023-07-18 2025-12-02
ASML HOLDING NV NY REG 16.529 SH   2023-11-02 2025-07-24
ASTRAZENECA PLC ADR 25.82 SH   2023-08-09 2025-02-03
AT&T INC 1700 26MH25 $24,000   2023-06-05 2025-03-25
ATLAS COPCO AS ADR 591 SH   2020-12-09 2025-06-17
ATLAS ENERGY AOLUTIONS INC 581 SH   2023-03-15 2025-07-24
AUTODESK INC DELA 13 SH   2021-12-16 2025-02-25
BANCO BILBAO VIZ ARG SA ADS   2024-05-15 2025-07-08
BANK OF AMERICA 3419 28DE20   2019-12-11 2025-05-08
BLOCK INC CL A 40 SH   2023-04-03 2025-07-23
BROADCOM INC 53 SH   2013-12-16 2025-11-19
CANADIAN PACIFIC KANSAS CITY   2023-06-21 2025-03-25
CAPITAL ONE FINFNCIAL 151 SH   2022-06-24 2025-03-06
CHARLES RIVER LABS INTL 37.055 SH   2021-11-03 2025-06-25
CHEVRON CORP .20 SH   2022-09-13 2025-07-21
CITIGROUP INC FXD 2572 31JN03   2021-06-08 2025-05-08
COMCAST CORP 4800 33MY15   2023-05-17 2025-05-08
COMPASS GROUP PLC ADR 246 SH   2024-06-06 2025-09-04
CONSTELLATION BRANDS INC CL   2024-07-12 2025-09-23
CORTEVA INC 46 SH   2022-03-16 2025-05-08
COTY INC COM CL 1842 SH   2023-06-27 2025-03-03
CRH PLC 132 SH   2021-01-27 2025-05-09
CROWDSTRIKE HLDGS INC CL 44.317 SH   2022-01-14 2025-10-07
CVS HEALTH CORP 5300 33JN01   2023-08-07 2025-05-08
CVS HEALTH CORP 38 SH   2024-12-10 2025-12-29
DEUTSCHE BOERSE AG ADR 475 SH   2022-03-18 2025-06-06
DEUTSCHE TELEKOM AG ADR 458 SH   2022-09-16 2025-10-03
DOLBY CLA COM STK 113 SH   2013-04-25 2025-03-12
EATON CORP PLC SHS .393 SH   2021-04-19 2025-05-08
EDP SA ADR 286 SH   2020-06-17 2025-05-09
ELI LILLY & CO 27.034 SH   2023-03-01 2025-07-22
ENTERPRISE PRODUC 3125 29JL31   2019-09-17 2025-05-08
EQT CORPORATION COM 32 SH   2023-11-28 2025-02-06
EQUINIX INC .656 SH   2018-02-13 2025-04-07
EXELON CORP 742 SH   2016-06-24 2025-01-13
FISERV INC 173 SH   2021-11-18 2025-11-04
FREEPORT MCMORAN CL 254 SH   2023-03-30 2025-12-29
GATX CORP 116 SH   2016-08-23 2025-01-23
GILEAD SCIENCE 46 SH   2023-07-18 2025-05-09
GIVAUDAN SA ADR 42.446 SH   2017-09-20 2025-12-19
GOLDMAN SACHS GRO 1948 27OC21   2021-11-09 2025-05-08
HALEON PLC ADR 834 SH   2022-09-13 2025-05-09
HDFC BANK LTD ADR 118 SH   2024-06-25 2025-08-25
HOYA CORP SPON ADR 31.323 SH   2024-01-12 2025-09-10
HUBSPOT INC   2021-09-14 2025-10-14
ICON PLC 134 SH   2024-02-27 2025-12-29
INDUSTRIA DE DISENO TEXTIL IND   2023-11-29 2025-03-06
INTERCONTINENTAL EXCHANGE INC 57.49 SH   2023-10-23 2025-01-16
INTESA SANPAOLO SPA 97 SH   2021-11-11 2025-08-29
INTUITIVE SURGICAL INC 1.649 SH   2024-01-16 2025-03-07
IONIS PHARMACEUTICALS INC 104 SH   2011-04-18 2025-03-27
JPMORGAN CHASE & 2739 30OC15   2020-10-27 2025-05-08
L OREAL CO ADR 39.427 SH   2018-10-22 2025-09-10
LENOVO GRP LTD ADR 1 SH   2024-10-21 2025-12-22
LINDE PLC 4.768 SH   2017-11-13 2025-05-28
LITHIA MTRS INC 55 SH   2020-10-01 2025-01-21
LONDON STK EXCH GRP 440 SH   2017-01-30 2025-09-11
LVMH MOET HENNESSY LOUIS   2018-03-12 2025-06-11
M&T BANK CORP 127 SH   2021-12-09 2025-10-21
MAGNUM ICE CREAM CO 35.8 SH   2024-04-25 2025-12-11
MARSH & MCLENNAN COS INC 31.306 SH   2022-11-29 2025-06-26
MARVELL TECHNOLOGY INC 227 SH   2023-04-13 2025-01-27
MCDONALDS CORP 3500 27JL01   2020-08-05 2025-05-08
META PLATFORMS INC 79 SH   2013-04-10 2025-11-14
MGIC INVT CORP 220 SH   2016-09-01 2025-05-08
MICRON TECH INC 130 SH   2022-09-30 2025-11-07
MICROSOFT CORP 37 SH   2015-08-31 2025-05-08
MONGODB INC CL 20.96 SH   2024-03-06 2025-06-24
MONOTARO CO ADR 149 SH   2018-05-31 2025-05-28
MONSTER BEVERAGE CORP 171 SH   2020-03-05 2025-11-07
MURPHY USA INC 16.959 SH   2015-06-30 2025-01-22
NESTLE SPON ADR REP 124 SH   2024-04-09 2025-04-15
NETFLIX INC 15.197 SH   2023-09-25 2025-11-17
NOBLE CORP NEW 717 SH   2023-01-17 2025-03-13
NOVO NORDISK ADR 76 SH   2013-10-24 2025-08-13
OLD DOMINION FREIGHT LINE 61.551 SH   2024-03-05 2025-12-02
OLYMPUS CORP ADR 549 SH   2022-03-02 2025-04-01
ONEMAIN HOLDINGS INC 246 SH   2016-01-15 2025-12-22
ORACLE CORP 209 SH   2017-01-20 2025-03-04
ORACLE CORP 4500 28MY06   2023-06-28 2025-05-08
PALO ALTO NETWORKS INC 24.486 SH   2016-06-27 2025-05-08
PAYLOCITY HOLDING CORP 24.486 SH   2023-11-01 2025-10-15
PAYPAL HLDGS INC 424 SH   2021-12-16 2025-12-31
PINTEREST INC CL 78 SH   2024-02-15 2025-10-28
PUBLICIS GROUPE ADR 259 SH   2024-04-23 2025-06-17
RELX PLC SPON ADR 81 SH   2023-09-08 2025-11-14
RENTOKIL INITIAL ADR 113 SH   2016-07-29 2025-04-23
RTX CORPORATION 55 SH   2020-02-28 2025-06-18
S&P GLOBAL INC 20.691 SH   2018-11-14 2025-10-29
SALESFORCE INC 55.78 SH   2019-11-25 2025-08-25
SAP AG 12.091 SH   2023-11-29 2025-04-11
SERVICENOW INC 4.268 SH   2023-10-24 2025-12-18
SHOPIFY INC CL 60.717 SH   2024-02-15 2025-09-09
SILGAN HOLDINGS INC 185 SH   2024-07-29 2025-10-13
SKYWORKS SOLUTIONS INC 168 SH   2024-01-22 2025-02-06
SMC CORP JAPAN ADR 297 SH   2023-09-01 2025-02-28
SNOWFLAKE INC CL   2022-05-05 2025-05-19
SONY GROUP CORP ADR 271 SH   2020-05-06 2025-05-08
STARBUCKS CORP WASH 152.377 SH   2023-06-21 2025-12-10
STRAUMANN HLDG ADR 380 SH   2022-08-04 2025-09-19
STRYKER CORP 13.03 SH   2022-05-06 2025-07-24
T-MOBILE US INC 208 SH   2021-01-26 2025-06-12
TARGET CORPORATION 320 SH   2023-10-25 2025-05-20
THERMO FISHER SCIENTIFIC 1.113 SH   2023-10-25 2025-02-06
THOMPSON REUTERS CORP 64 SH   2019-09-09 2025-07-29
TOKI MARINE HOLDING 188 SH   2024-08-20 2025-11-20
TOKYO ELECTRON LTD 59.48 SH   2023-05-18 2025-12-12
UBER TECHNOLOGIES INC 124 SH   2019-06-04 2025-05-13
UNILEVER PLC ADR .778 SH   2024-04-25 2025-12-09
UNION PACIFIC CORP 80.635 SH   2023-07-26 2025-09-12
UNITEDHEALTH GP INC 1.001 SH   2024-07-25 2025-09-18
UNITEDHEALTH GROU 2000 30MY15   2020-12-08 2025-05-08
US TSY NOTE 0750 26MY31   2021-06-24 2025-05-19
US TSY NOTE 0875 30NV15   2021-02-10 2025-12-08
US TSY NOTE 1125 27FB28   2020-04-28 2025-05-08
US TSY NOTE 1250 28MY31   2021-06-24 2025-05-08
US TSY NOTE 1625 29AU15   2019-09-13 2025-05-08
US TSY NOTE 1875 32FB15   2022-05-09 2025-05-08
US TSY NOTE 3125 27AU31   2022-09-22 2025-05-08
US TSY NOTE 3125 28NV15   2019-02-20 2025-11-12
US TSY NOTE 3500 28AP30   2023-05-24 2025-05-08
US TSY NOTE 3500 33FB15   2023-02-16 2025-05-08
US TSY NOTE 4000 34FB15   2024-03-13 2025-05-08
VERIZON COMMUNICA 1750 13JA20   2021-09-14 2025-05-08
VERTEX PHARMACEUTICALS 18.453 SH   2021-02-22 2025-04-29
VERTIV HOLDINGS LLC CL 32 SH   2024-06-18 2025-10-21
VISA INC CL 56 SH   2011-03-07 2025-12-03
VISTRA CORP 96 SH   2023-06-27 2025-02-25
WW GRAINGER INC 3.098 SH   2024-02-01 2025-06-17
WESTERN DIGITAL CORP 109 SH   2020-03-19 2025-02-20
WHEATON PRECIOUS METALS 303 SH   2020-02-05 2025-01-24
WORKDAY INC CL A 83 SH   2021-02-26 2025-09-17
ZOETIS INC CL A 115 SH   2014-02-25 2025-07-11
NOVO NORDISK ADR 126 SH   2005-03-17 2025-11-05
SEAGATE TECHNOLOGY PLC 131 SH   2010-08-23 2025-04-08
TE CONNECTIVITY PLC 50 SH   2005-12-27 2025-10-21
THERMO FISHER SCIENTIFIC 18.88 SH   2010-08-27 2025-05-15
UNITEDHEALTH GP INC 40 SH   2009-04-01 2025-09-18
AMAZON COM INC 50 SH   2025-07-15 2025-10-17
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 8,926   9,431 -505
b 1,979   1,975 4
c 1,883   1,903 -20
d 761   1,168 -407
e 6,967   7,072 -105
12,480   11,455 1,025
3,958   3,918 40
8,776   7,862 914
8,569   8,133 436
10,207   10,326 -119
6,477   5,720 757
4,609   3,944 665
550   689 -139
1,675   1,747 -72
1,944   1,944 0
7,982   5,601 2,381
6,346   8,043 -1,697
11,956   11,796 160
23,724   20,006 3,718
5   6 -1
1,757   1,918 -161
555   539 16
1,821   1,136 685
5,006   4,605 401
15,957   27,997 -12,040
3,100   3,100 0
5,026   5,094 -68
4,585   4,432 153
8,197   12,247 -4,050
10,892   21,200 -10,308
5,245   5,278 -33
2,917   2,505 412
1,025   1,452 -427
2,628   2,198 430
3,042   2,924 118
1,141   1,118 23
1,881   1,996 -115
14,991   16,900 -1,909
1,049   1,049 0
5,016   4,481 535
15,318   10,814 4,504
33,736   23,781 9,955
7,773   6,738 1,035
772   1,677 -905
4,484   10,656 -6,172
2,703   3,029 -326
8,881   8,185 696
17,319   25,565 -8,246
7,996   11,123 -3,127
37,463   24,599 12,864
2,653   2,356 297
1,446   1,611 -165
9,802   13,165 -3,363
37,840   36,330 1,510
687   533 154
5,848   5,773 75
4,937   4,407 530
9,962   9,505 457
7,410   5,627 1,783
16,864   21,116 -4,252
1,254   1,072 182
18,405   18,120 285
2,092   2,877 -785
6,977   7,086 -109
12,953   9,996 2,957
2,173   2,609 -436
234   247 -13
5,358   4,230 1,128
5,433   5,182 251
9,086   8,408 678
13,558   12,909 649
12,269   11,571 698
2,408   2,616 -208
6,445   4,477 1,968
97   97 0
6,777   10,901 -4,124
34,355   61,833 -27,478
3,859   4,582 -723
963   950 13
18,120   13,488 4,632
115   156 -41
16,230   22,723 -6,493
26,968   32,004 -5,036
4,832   5,454 -622
6,089   5,557 532
310   302 8
7,922   4,163 3,759
1,363   1,759 -396
952   940 12
1,145   1,002 143
7,749   9,237 -1,488
2,429   1,995 434
1,138   893 245
8,892   7,552 1,340
4,032   4,032 0
5,330   7,270 -1,940
1,832   1,808 24
663   675 -12
9,332   6,231 3,101
2,176   2,338 -162
797   873 -76
13,104   13,581 -477
9,328   5,328 4,000
1,456   1,700 -244
6,569   6,268 301
12,216   11,154 1,062
2,353   2,432 -79
3,382   3,148 234
9,950   9,420 530
25,226   23,971 1,255
10,310   8,656 1,654
1,602   1,702 -100
43,029   47,585 -4,556
29,943   29,817 126
78,460   78,456 4
43,215   42,996 219
8,024   8,056 -32
9,057   9,008 49
9,648   24,495 -14,847
4,066   3,385 681
30,079   21,567 8,512
4,106   4,045 61
9,049   9,049 0
4,774   4,762 12
13,530   21,214 -7,684
2,359   3,045 -686
782   1,785 -1,003
31,638   31,247 391
53,167   22,082 31,085
23,596   26,736 -3,140
11,040   2,235 8,805
14,323   14,624 -301
10,265   8,778 1,487
21,671   13,759 7,912
20,821   1,293 19,528
29,655   29,957 -302
40,282   10,831 29,451
4,998   3,349 1,649
5,939   4,955 984
6,938   4,130 2,808
12,160   7,277 4,883
1,813   1,842 -29
23,323   23,218 105
9,416   8,049 1,367
9,751   9,620 131
3,800   3,512 288
3,487   2,507 980
3,872   4,094 -222
3,180   2,695 485
12,837   343 12,494
12,071   12,682 -611
27,062   16,356 10,706
4,653   11,123 -6,470
30   24 6
4,450   4,814 -364
4,898   4,995 -97
8,405   5,394 3,011
15,258   29,373 -14,115
3,050   2,520 530
10,483   18,607 -8,124
12,199   6,422 5,777
19,669   7,109 12,560
4,938   4,935 3
3,026   2,093 933
14,353   8,333 6,020
16,286   8,395 7,891
9,181   3,665 5,516
121   55 66
9,073   13,345 -4,272
20,745   8,528 12,217
2,835   3,029 -194
1,644   1,280 364
489   285 204
27,828   20,076 7,752
14,396   17,052 -2,656
11,101   9,759 1,342
18,778   5,309 13,469
4,466   3,594 872
3,530   1,940 1,590
3,843   3,971 -128
8,478   4,978 3,500
8,781   6,942 1,839
4,134   3,832 302
16,147   17,383 -1,236
23,937   36,504 -12,567
9,421   6,864 2,557
8,440   6,281 2,159
3,354   1,866 1,488
852   596 256
3,352   869 2,483
3,671   4,184 -513
3,409   1,736 1,673
24   30 -6
2,216   779 1,437
19,558   14,039 5,519
15,395   4,340 11,055
7,139   4,027 3,112
23,390   19,275 4,115
559   503 56
7,033   5,189 1,844
23,305   9,373 13,932
4,911   5,193 -282
51,181   2,352 48,829
5,839   2,572 3,267
22,065   7,978 14,087
16,359   1,612 14,747
4,234   8,301 -4,067
3,087   1,505 1,582
10,809   5,552 5,257
8,188   954 7,234
12,985   12,830 155
15,650   5,809 9,841
16,687   29,888 -13,201
3,523   1,386 2,137
9,391   12,782 -3,391
7,599   10,440 -2,841
12,454   7,941 4,513
33,533   8,164 25,369
3,006   2,955 51
6,984   722 6,262
3,702   3,878 -176
28,569   52,670 -24,101
2,628   2,713 -85
7,221   7,002 219
3,534   2,823 711
2,574   1,626 948
7,677   3,579 4,098
10,371   3,699 6,672
14,505   9,395 5,110
3,262   1,826 1,436
3,657   2,432 1,225
7,747   4,265 3,482
7,780   9,211 -1,431
11,056   18,295 -7,239
5,427   7,161 -1,734
5,804   5,132 672
6,698   3,623 3,075
12,699   14,882 -2,183
4,449   4,973 -524
5,184   3,141 2,043
46,965   27,519 19,446
32,359   44,604 -12,245
639   479 160
12,769   4,399 8,370
6,839   7,069 -230
5,906   5,073 833
9,727   5,086 4,641
50   42 8
17,565   18,525 -960
340   564 -224
3,530   4,142 -612
60,820   62,176 -1,356
40,723   42,572 -1,849
3,806   4,043 -237
4,622   4,849 -227
4,553   4,818 -265
8,654   8,912 -258
7,866   7,864 2
15,613   16,585 -972
4,945   4,945 0
5,709   5,792 -83
5,864   5,915 -51
4,236   4,870 -634
8,234   3,937 4,297
5,618   3,042 2,576
19,204   1,043 18,161
15,300   2,413 12,887
3,255   2,839 416
7,325   3,505 3,820
17,853   9,162 8,691
18,831   19,665 -834
18,472   4,285 14,187
6,112   370 5,742
8,869   1,436 7,433
10,368   1,574 8,794
9,694   812 8,882
13,595   828 12,767
10,993   11,206 -213
230     230
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       -505
b       4
c       -20
d       -407
e       -105
      1,025
      40
      914
      436
      -119
      757
      665
      -139
      -72
      0
      2,381
      -1,697
      160
      3,718
      -1
      -161
      16
      685
      401
      -12,040
      0
      -68
      153
      -4,050
      -10,308
      -33
      412
      -427
      430
      118
      23
      -115
      -1,909
      0
      535
      4,504
      9,955
      1,035
      -905
      -6,172
      -326
      696
      -8,246
      -3,127
      12,864
      297
      -165
      -3,363
      1,510
      154
      75
      530
      457
      1,783
      -4,252
      182
      285
      -785
      -109
      2,957
      -436
      -13
      1,128
      251
      678
      649
      698
      -208
      1,968
      0
      -4,124
      -27,478
      -723
      13
      4,632
      -41
      -6,493
      -5,036
      -622
      532
      8
      3,759
      -396
      12
      143
      -1,488
      434
      245
      1,340
      0
      -1,940
      24
      -12
      3,101
      -162
      -76
      -477
      4,000
      -244
      301
      1,062
      -79
      234
      530
      1,255
      1,654
      -100
      -4,556
      126
      4
      219
      -32
      49
      -14,847
      681
      8,512
      61
      0
      12
      -7,684
      -686
      -1,003
      391
      31,085
      -3,140
      8,805
      -301
      1,487
      7,912
      19,528
      -302
      29,451
      1,649
      984
      2,808
      4,883
      -29
      105
      1,367
      131
      288
      980
      -222
      485
      12,494
      -611
      10,706
      -6,470
      6
      -364
      -97
      3,011
      -14,115
      530
      -8,124
      5,777
      12,560
      3
      933
      6,020
      7,891
      5,516
      66
      -4,272
      12,217
      -194
      364
      204
      7,752
      -2,656
      1,342
      13,469
      872
      1,590
      -128
      3,500
      1,839
      302
      -1,236
      -12,567
      2,557
      2,159
      1,488
      256
      2,483
      -513
      1,673
      -6
      1,437
      5,519
      11,055
      3,112
      4,115
      56
      1,844
      13,932
      -282
      48,829
      3,267
      14,087
      14,747
      -4,067
      1,582
      5,257
      7,234
      155
      9,841
      -13,201
      2,137
      -3,391
      -2,841
      4,513
      25,369
      51
      6,262
      -176
      -24,101
      -85
      219
      711
      948
      4,098
      6,672
      5,110
      1,436
      1,225
      3,482
      -1,431
      -7,239
      -1,734
      672
      3,075
      -2,183
      -524
      2,043
      19,446
      -12,245
      160
      8,370
      -230
      833
      4,641
      8
      -960
      -224
      -612
      -1,356
      -1,849
      -237
      -227
      -265
      -258
      2
      -972
      0
      -83
      -51
      -634
      4,297
      2,576
      18,161
      12,887
      416
      3,820
      8,691
      -834
      14,187
      5,742
      7,433
      8,794
      8,882
      12,767
      -213
      230
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 2 400,392
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 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 5,631
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 5,631
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 5,631
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 21,984
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 21,984
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 24
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 16,329
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax16,329 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
AZ
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 2025 or the taxable year beginning in 2025? 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 addressGUIDESTAR.ORG
14
The books are in care ofHAROLD F OBERKFELL TRUSTEE Telephone no. (480) 585-7659

Located at10107 E CINDER CONE TRAILSCOTTSDALEAZ ZIP+485262
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
28616 N 92ND PLACE
SCOTTSDALE,AZ85262
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 (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
6,127,360
b
Average of monthly cash balances.......................
1b
88,926
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,216,286
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
6,216,286
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
93,244
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,123,042
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
306,152
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
306,152
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
5,631
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,631
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
300,521
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
300,521
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
300,521
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, line 26, column (d) ..........
1a
386,000
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
386,000
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 300,521
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 57,690
b From 2021...... 19,950
c From 2022...... 134,007
d From 2023...... 52,971
e From 2024...... 73,626
f Total of lines 3a through e ........ 338,244
4Qualifying distributions for 2025 from Part
XI, line 4: $ 386,000
a Applied to 2024, 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 2025 distributable amount..... 300,521
e Remaining amount distributed out of corpus 85,479
5 Excess distributions carryover applied to 2025. 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 5 423,723
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		57,690
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		366,033
10 Analysis of line 9:
a Excess from 2021 .... 19,950
b Excess from 2022 .... 134,007
c Excess from 2023 .... 52,971
d Excess from 2024 .... 73,626
e Excess from 2025 .... 85,479
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

CHARLOTTE SYMPHONY

1300 BAXTER STREET SIUTE 300
CHARLOTTE,NC28204 		N/A   ANNUAL FUND FOR OPERATIONS 12,000

JEWISH FEDERATION OF ATLANTA

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

ARIZONA RECREATION CENTER FOR THE HANDICAPPED

1550 W COLTER ST
PHOENIX,AZ85015 		N/A   ANNUAL FUND FOR OPERATIONS 12,000

THE GIBBON CONSERVATION CENTER

19100 ESGUERRA RD
SANTA CLARITA,CA91390 		N/A   ANNUAL FUND FOR OPERATIONS 10,000

STAND FOR ANIMALS VET CLINIC

2017 N DAVIDSON
CHARLOTTE,NC28205 		N/A   ANNUAL FUNDANNUAL FUND 10,000

HUMANE SOCIETY OF CHARLOTTE

2700 TOOMEY AVE
CHARLOTTE,NC28203 		N/A   ANNUAL OPERATING AND SPECIAL PROJECT SUPPORT 10,000

AMERICAN MOBILITY PROJECT

2891 PORT ROYAL RD
ADAMS,TN37010 		N/A   ANNUAL FUND FOR OPERATIONS 10,000

SOUTHWEST AUTISM RESEARCH & RESOURCE CENTER

300 N 18TH STREET
PHOENIX,AZ85006 		N/A   ANNUAL FUND FOR OPERATIONS 30,000

LIFELINE ANIMAL PROJECT

3180 PRESIDENTIAL DRIVE
ATLANTA,GA30340 		N/A   ANNUAL FUND FOR OPERATIONS 5,000

WILD AT HEART INC

31840 N 45TH ST
CAVE CREEK,AZ85331 		N/A   ANNUAL FUND FOR OPERATIONS 15,000

NORTH CAROLINA COMMUNITY FOUNDATION

3737 GLENWOOD AVE SUITE 460
RALEIGH,NC27612 		N/A   ANNUAL FUND FOR OPERATIONS 60,000

ST VINCENT DE PAUL SOCIETY FOOD BANK

420 W WATKINS RD
PHOENIX,AZ85002 		N/A   ANNUAL FUND OPERATIONS 50,000

LOS NINOS PRIMEROS INC

471 MOUNT VERNON HIGHWAY NE
SANDY SPRINGS,GA30328 		N/A   ANNUAL FUND FOR OPERATIONS 5,000

MUSICAL INSTRUMENT MUSEUM

4725 E MAYO BOULEVARD
PHOENIX,AZ85050 		N/A   ANNUAL FUND FOR OPERATIONS 5,000

A CURE IN OUR LIFETIME CO JENNIFER FINK

5102 SAPPHIRE DR
MARRIETTA,GA30068 		N/A   ANNUAL FUND FOR OPERATIONS 10,000

FUND #16517-PROJECT 24 CO MERKAZ HATZEDAKA CORP

5308 13TH AVE SUITE 299
BROOKLYN,NY11219 		N/A   ANNUAL FUND FOR OPERATIONS 10,000

MARCUS JEWISH COMMUNITY CENTER OF ATLANTA

5342 TILLY MILL ROAD
DUNWOODY,GA30338 		N/A   ANNUAL FUND FOR OPERATIONS 5,000

TEMPLE SINAI

5645 DUPREE DR
SANDY SPRINGS,GA30327 		N/A   ANNUAL FUND OPERATIONANNUAL FUND FOR OPERATIONS 10,000

YOUNG JUDEA

575 8TH AVE
NEW YORK,NY10018 		N/A   ANNUAL FUND FOR OPERATIONS 10,000

SOLDIER'S BEST FRIEND

5955 W PEORIA AVE 6242
GLENDALE,AZ85312 		N/A   ANNUAL FUND FOR OPERATIONS 10,000

RHODE ISLAND FREE CLINIC INC

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

CHARLOTTE BALLET

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

BIRTHRIGHT ISRAEL FOUNDATION

711 3RD AVE 10TH FL
NEW YORK,NY10017 		N/A   ANNUAL FUND FOR OPERATIONS 5,000

SOUTHWEST WILDLIFE FOUNDATION

8711 E PINNACLE PEAK RD
SCOTTSDALE,AZ85255 		N/A   ANNUAL FUND FOR OPERATIONS 30,000

PHOENIX CONSERVATORY OF MUSIC

PO BOX 1163
LITCHFIELD PARK,AZ85340 		N/A   ANNUAL FUND FOR OPERATIONS 10,000

REFUGEE SUPPORT SERVICE INC

PO BOX 220224
CHARLOTTE,NC28222 		N/A   ANNUAL FUND FOR OPERATIONS 20,000

DESERT SOUNDS PERFORMING ARTS INC

PO BOX 7526
CHANDLER,AZ85246 		N/A   ANNUAL FUND FOR OPERATIONS 12,000
Total ................................. 3a 386,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 37,911  
4 Dividends and interest from securities ....     14 55,795  
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 .....     14 510  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 400,392  
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) .. 0 494,608 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
494,608
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only 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 (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 461,467 461,166

TY 2025 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 2,868,529 4,651,358

TY 2025 InvestmentsGovtObligationsSch
Name:
CKKO FOUNDATION
 
C/O HAROLD F OBERKFELL
EIN:
22-6869577
US Government Securities - End of Year Book Value:

793,415
US Government Securities - End of Year Fair Market Value:

808,073
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 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 198,845 256,418

TY 2025 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 205 0   0
LATE FEE 7,820 0   0
FEDERAL TAXES PAID 21,984 0   0


TY 2025 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 510 510 510


TY 2025 OtherProfessionalFeesSchedule
Name:
CKKO FOUNDATION
 
C/O HAROLD F OBERKFELL
EIN:
22-6869577
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 86,643 86,643   0


TY 2025 TaxesSchedule
Name:
CKKO FOUNDATION
 
C/O HAROLD F OBERKFELL
EIN:
22-6869577
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 2,871 2,871   0