Ckko Foundation Tr Agreement, Oberkfell Harold F & Verity A Ttee in Scottsdale, Arizona (AZ)

Organization representatives - add corrected or new information about Ckko Foundation Tr Agreement, Oberkfell Harold F & Verity A Ttee »

Non-representatives - add comments about Ckko Foundation Tr Agreement, Oberkfell Harold F & Verity A Ttee»

Ckko Foundation Tr Agreement, Oberkfell Harold F & Verity A Ttee
Employer Identification Number (EIN)226869577
Name of OrganizationCkko Foundation Tr Agreement
Secondary NameOberkfell Harold F & Verity A Ttee
In Care of NameHarold F Oberkfell
Address10107 E Cinder Cone Trl, Scottsdale, AZ 85262-4580
SubsectionCharitable Organization
Ruling Date05/2001
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$1,000,000 to $4,999,999
Income$500,000 to $999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$2,161,977
Amount of Income$644,199
Form 990 Revenue Amount$275,849
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations

Non-representatives - add comments:


Your IP address will be logged.

Amount of income in 2012: $644,199 (it was $783,919 in 2011)
This organization: 

Other organizations performing similar types of work: 


Assets in 2012: $2,161,977 (it was $2,005,211 in 2011)
This organization: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$275,849$64,362$0
Contributions, gifts, grants, etc., received$211,487
Interest on savings and temporary cash investments$17,466
Dividends and interest from securities$25,944
Gross rents$0
Gross profit from sales of goods$0
Other income$55
Total expenses and disbursements$137,020$22,846$0$112,000
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$25,020$22,846$0
Contributions, gifts, grants paid$112,000
Excess of revenue over expenses and disbursements$138,829
Net investment income$41,516
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$2,005,211$2,289,460
Cash - non-interest-bearing$24,847
Investments-U.S. and state government obligations$430,273
Investments-corporate stock$1,385,217
Investments-corporate bonds$0
Investments-mortgage loans$0
Total liabilities$1
Mortgages and other notes payable$0
Total liabilities and net assets/fund balances$2,005,211
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$20,897
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$830
Total credits and payments$1,150
2011 estimated tax payments and 2010 overpayment credited to 2011$1,150
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Amount to be credited to 2012 estimated tax$320
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
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 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$2,334,312
Net value of noncharitable-use assets$2,299,300
Minimum investment return$114,965
Distributable Amount (for 2011)
Distributable amount$114,135
Undistributed Income (for 2011)
Distributable amount for 2011$114,135
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated


Your Review

Would you recommend Ckko Foundation Tr Agreement, Oberkfell Harold F & Verity A Ttee to others? (optional)
Add photo of Ckko Foundation Tr Agreement, Oberkfell Harold F & Verity A Ttee (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Marine Toys For Tots Foundation18251 Quantico Gateway Drive, Triangle, VA 22172-1776VA2006-04$295,012,655
2Connecticut Health Foundation Inc100 Pearl Street, Hartford, CT 06103-4506CT2002-10$174,299,539
3Williamsburg Community Health Foundation Inc5308 Discovery Park Blvd, Williamsburg, VA 23188-2880VA1997-02$156,093,653
4Osteopathic Heritage Foundation1500 Lake Shore Dr Ste 230, Columbus, OH 43204-3800OH2004-03$141,668,418
5United Israel Appeal Of Canada IncToronto On M2r 3v3, Canadainternational2001-05$54,245,721
6United Methodist Retirement Homes Incorporated2600 Croasdaile Farm Pkwy No A-500, Durham, NC 27705-1331NC2011-08$46,081,175
7Charles A Cannon Charitable Trust No One1525 W Wt Harris Blvd D1114, Charlotte, NC 28288-0001NC1981-09$43,447,640
8The American Electric Power System Retiree Medical Benefit Trust For, Certain Union EmployeesPO BOX 535007, Pittsburgh, PA 15253-5007PA2004-09$27,602,685
9Uga Real Estate Foundation IncSuite 200, Athens, GA 30601GA1999-12$26,390,599
10Amar Inc-Infinity Foundation5025 N Central Ave 471, Phoenix, AZ 85012-1520AZ1998-11$1,956,702
11The Hickey Family Foundation530 E Huber St, Mesa, AZ 85203-3648AZ2004-12$70,289,134
12Rodel Foundation6720 N Scottsdale Rd Ste 310, Scottsdale, AZ 85253-4473AZ2002-01$17,584,488
13Ahearn Fam Foundation, Michael J & Gayle Ahearn Ttee2390 E Camelback Rd Ste 203, Phoenix, AZ 85016-3450AZ2008-01$13,837,209
14Ben And Catherine Ivy Foundation6710 N Scottsdale Rd Ste 235, Scottsdale, AZ 85253-4407AZ2007-05$12,027,271
15Thomas R Brown Family Private Foundation6720 E Camino Principal Ste 203, Tucson, AZ 85715-3900AZ2005-08$6,903,112
16Every Voice In Action Foundation1300 S Belvedere Ave, Tucson, AZ 85711-5701AZ2000-08$3,728,822
17C & J Foundation, Quayle James C & C P Quale Ttee1665 S Maguire Dr, Wickenburg, AZ 85390-3139AZ2001-08$3,064,052
18Maureen And Paul Rubeli Foundationinc8112 N 65th St, Paradise Vly, AZ 85253-2611AZ2007-07$3,035,111
19Domer Family Foundation10040 E Happy Valley Rd Unit 1035, Scottsdale, AZ 85255-8404AZ2008-03$2,964,585
20Jw Johnson Family Charitable Trust, Joel W Johnson Ttee10813 E Windgate Pass Dr, Scottsdale, AZ 85255-7144AZ2008-11$2,829,882
Number of organizations performing similar types of work
District of Columbia106
North Carolina519
North Dakota20
New Hampshire72
New Jersey843
New Mexico87
New York2,482
Rhode Island172
South Carolina161
South Dakota27
West Virginia66
Total20,864 is not associated with, endorsed by, or sponsored by Ckko Foundation Tr Agreement, Oberkfell Harold F & Verity A Ttee and has no official or unofficial affiliation with Ckko Foundation Tr Agreement, Oberkfell Harold F & Verity A Ttee