Nonprofit · EIN 22-6869577
CKKO FOUNDATION TR AGREEMENT
Also known as OBERKFELL HAROLD F & VERITY A TTEE
Tax-exempt · SCOTTSDALE, AZ 85262
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $494,608 | $505,564 | -$10,956 | $4,463,638 | $0 | $4,463,638 |
| December 31, 2024 | 990-PF | $690,092 | $383,344 | $306,748 | $4,474,594 | $0 | $4,474,594 |
| December 31, 2023 | 990-PF | $211,241 | $321,513 | -$110,272 | $4,167,846 | $0 | $4,167,846 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $55,795
- Interest
- $37,911
- Net gain from sales of assets
- $400,392
- Other income
- $510
Expenses
- Grants and similar amounts paid
- $386,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $386,000
- Excise tax on investment income
- $5,631
Balance sheet and other
- Total assets, start of year
- $4,474,594
- Total assets, end of year
- $4,463,638
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,463,638
- Fair market value of assets
- $6,318,397
- Qualifying distributions
- $386,000
- Net investment income
- $494,608
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HAROLD F OBERKFELL 10107 E CINDER CONE TRAIL, SCOTTSDALE, AZ 85262 | TRUSTEE | 0 | $0 |
| VERITY A OBERKFELL 10107 E CINDER CONE TRAIL, SCOTTSDALE, AZ 85262 | TRUSTEE | 0 | $0 |
| BETTY J ZIMMER 38 HIGHWAY 133, WESTPHALIA, MO 65085 | TRUSTEE | 0 | $0 |
| KEITH OBERKFELL 3839 COLUMBINE CIRCLE, CHARLOTTE, NC 28211 | TRUSTEE | 0 | $0 |
| CHRISTOPHER OBERKFELL 440LANGLEY OAKS DR, MARIETTA, GA 30067 | TRUSTEE | 0 | $0 |
| KELLY OBERKFELL 28616 N 92ND PLACE, SCOTTSDALE, AZ 85262 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HAROLD F OBERKFELL 10107 E CINDER CONE TRAIL, SCOTTSDALE, AZ 85262 | TRUSTEE | 0 | $0 |
| VERITY A OBERKFELL 10107 E CINDER CONE TRAIL, SCOTTSDALE, AZ 85262 | TRUSTEE | 0 | $0 |
| BETTY J ZIMMER 38 HIGHWAY 133, WESTPHALIA, MO 65085 | TRUSTEE | 0 | $0 |
| KEITH OBERKFELL 3839 COLUMBINE CIRCLE, CHARLOTTE, NC 28211 | TRUSTEE | 0 | $0 |
| CHRISTOPHER OBERKFELL 440LANGLEY OAKS DR, MARIETTA, GA 30067 | TRUSTEE | 0 | $0 |
| KELLY OBERKFELL 19475 NO GRAYHAWK DR 1026, SCOTTSDALE, AZ 85255 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HAROLD F OBERKFELL 10107 E CINDER CONE TRAIL, SCOTTSDALE, AZ 85262 | TRUSTEE | 0 | $0 |
| VERITY A OBERKFELL 10107 E CINDER CONE TRAIL, SCOTTSDALE, AZ 85262 | TRUSTEE | 0 | $0 |
| BETTY J ZIMMER 38 HIGHWAY 133, WESTPHALIA, MO 65085 | TRUSTEE | 0 | $0 |
| KEITH OBERKFELL 3839 COLUMBINE CIRCLE, CHARLOTTE, NC 28211 | TRUSTEE | 0 | $0 |
| CHRISTOPHER OBERKFELL 440LANGLEY OAKS DR, MARIETTA, GA 30067 | TRUSTEE | 0 | $0 |
| KELLY OBERKFELL 19475 NO GRAYHAWK DR 1026, SCOTTSDALE, AZ 85255 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 10107 E CINDER CONE TRL, SCOTTSDALE, AZ 85262-4580
- In care of
- % HAROLD F OBERKFELL
- Signed the 990-PF
- HAROLD F OBERKFELL JR, TRUSTEE
- Phone
- (480) 585-7660
- Website
- GUIDESTAR.ORG
- Return prepared by
- OBERKFELL FINANCIAL ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-6869577
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,463,638
- Income (IRS master file)
- $2,932,954
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $494,608 | $505,564 | $4,463,638 | IRS |
| 990-PF | December 2024 | $690,092 | $383,344 | $4,474,594 | XML |
| 990-PF | December 2023 | $211,241 | $321,513 | $4,167,846 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-6869577).
Questions about CKKO FOUNDATION TR AGREEMENT
- What is the EIN of CKKO FOUNDATION TR AGREEMENT?
- The employer identification number (EIN) of CKKO FOUNDATION TR AGREEMENT is 22-6869577.
- Is CKKO FOUNDATION TR AGREEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to CKKO FOUNDATION TR AGREEMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CKKO FOUNDATION TR AGREEMENT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CKKO FOUNDATION TR AGREEMENT due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CKKO FOUNDATION TR AGREEMENT last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CKKO FOUNDATION TR AGREEMENT?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does CKKO FOUNDATION TR AGREEMENT have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $494,608, expenses of $505,564 and total assets of $4,463,638 at year end.
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