DARRYL AND JULIE CHRISTNER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DARRYL AND JULIE CHRISTNER FAMILY FOUNDATION (EIN 92-0581000)
- Tax period
- 2022-12-20 to 2022-12-31
- Filed
- 2023-06-07
- IRS object ID
- 202311589349100526
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-07T16:00:27-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-20 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 920581000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARRYL AND JULIE CHRISTNER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARRYL A CHRISTNER | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2023-05-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2023-05-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,009,502 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $32,721 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,721 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,684 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,684 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $25,038,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,405 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $394 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $236 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $157 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $237 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $157 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $237 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,038,010 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,168 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $10,151 | CashEOYAmt |
| Cash EOYFMV | $10,151 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $22,661,833 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,661,833 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations EOY | $29,567 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $29,514 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $896,187 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $903,887 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $278,274 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $277,538 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $1,133,138 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,126,579 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $25,009,150 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,009,502 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock EOY | $25,009,150 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,009,150 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,009,150 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $25,038,010 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8 | OtherIncreasesAmt |
| Subtotal | $25,038,018 | SubtotalAmt |
| Other Decreases | $28,868 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,009,150 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $5,684 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,684 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $531 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $531 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $531 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $531 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $531 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DARRYL ALLEN CHRISTNER | ||||||
| 2440 E 29TH ST | TULSA | OK | 741145619 | CO-TRUSTEE | 1 | $0 |
| JULIE ELIZABETH CHRISTNER | ||||||
| 2440 E 29TH ST | TULSA | OK | 741145619 | CO-TRUSTEE | 1 | $0 |
| JOSHUA LOWE CHRISTNER | ||||||
| 9820 E THOMPSON PEAK PKWY UNIT 646 | SCOTTSDALE | AZ | 852556654 | CO-TRUSTEE | 40 | $0 |
| JOEL ALLEN LOWE CHRISTNER | ||||||
| 2440 E 29TH ST | TULSA | AZ | 741145619 | CO-TRUSTEE | 1 | $0 |
| JILLIAN ELIZABETH LOWE CHRISTNER | ||||||
| 2440 E 29TH ST | TULSA | AZ | 741145619 | CO-TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,337,517 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,671,984 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,009,501 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,009,501 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $375,143 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,634,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,495 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,495 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $531 | TotalTaxAmt |
| Distributable Before Adj | $39,964 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,964 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,964 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $157 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $157 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,964 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $157 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $157 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $39,807 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,684 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,405 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,405 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DARRYL A CHRISTNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2440 E 29TH STREET | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741145619 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (43 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 452308AX7 ILLINOIS TOOL WORKS | $7,455 | $7,440 |
| 38141GZM9 GOLDMAN SACHS GROUP | $2,464 | $2,444 |
| 61747YEL5 MORGAN STANLEY | $4,057 | $4,059 |
| 46647PCU8 JPMORGAN CHASE & CO | $7,377 | $7,340 |
| 91159HHN3 US BANCORP | $7,413 | $7,391 |
| 883556CL4 THERMO FISHER SCIENT | $7,314 | $7,320 |
| 00206RGQ9 AT&T INC | $7,570 | $7,558 |
| 92343VES9 VERIZON COMMUNICATIO | $2,834 | $2,821 |
| 68389XBV6 ORACLE CORP | $2,575 | $2,570 |
| 110122CP1 BRISTOL-MYERS SQUIBB | $1,864 | $1,859 |
| 46647PDH6 JPMORGAN CHASE & CO | $1,907 | $1,913 |
| 22160KAM7 COSTCO WHOLESALE COR | $7,570 | $7,534 |
| 20030NCT6 COMCAST CORP | $7,710 | $7,686 |
| 316773CX6 FIFTH THIRD BANCORP | $6,916 | $6,893 |
| 65339KBM1 NEXTERA ENERGY CAPIT | $7,828 | $7,806 |
| 42824CAW9 HP ENTERPRISE CO | $6,950 | $6,939 |
| 30231GBN1 EXXON MOBIL CORPORAT | $7,019 | $7,003 |
| 89114TZJ4 TORONTO-DOMINION BAN | $7,110 | $7,091 |
| 031162DE7 AMGEN INC | $7,022 | $7,012 |
| 14040HBT1 CAPITAL ONE FINANCIA | $7,739 | $7,725 |
| 95000U2U6 WELLS FARGO & COMPAN | $4,248 | $4,227 |
| 87612EBE5 TARGET CORP | $7,511 | $7,499 |
| 717081ET6 PFIZER INC | $7,570 | $7,538 |
| 035240AV2 ANHEUSER-BUSCH INBEV | $7,324 | $7,304 |
| 61746BEF9 MORGAN STANLEY | $7,583 | $7,553 |
| 747525BP7 QUALCOMM INC | $6,979 | $6,979 |
| 91324PCP5 UNITEDHEALTH GROUP I | $6,868 | $6,848 |
| 59156RBZ0 METLIFE INC | $6,951 | $6,912 |
| 38141GVM3 GOLDMAN SACHS GROUP | $6,925 | $6,908 |
| 037833DK3 APPLE INC | $7,491 | $7,478 |
| 693475AW5 PNC FINANCIAL SERVIC | $7,380 | $7,340 |
| 94974BGA2 WELLS FARGO & COMPAN | $7,786 | $7,763 |
| 92343VFL3 VERIZON COMMUNICATIO | $7,034 | $7,021 |
| 45866FAT1 INTERCONTINENTALEXCH | $7,833 | $7,814 |
| 26441CAN5 DUKE ENERGY CORP | $7,874 | $7,860 |
| 548661DM6 LOWE'S COS INC | $7,482 | $7,465 |
| 126650CX6 CVS HEALTH CORP | $7,756 | $7,751 |
| 25746UDG1 DOMINION ENERGY INC | $4,415 | $4,418 |
| 931142EE9 WALMART INC | $7,777 | $7,744 |
| 037833EF3 APPLE INC | $2,000 | $1,989 |
| 05565QDN5 BP CAPITAL MARKETS P | $7,566 | $7,533 |
| 172967LP4 CITIGROUP INC | $7,385 | $7,365 |
| 913017DD8 UNITED TECHNOLOGIES | $7,842 | $7,825 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (138 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 12572Q105 CME GROUP INC | $3,103 | $3,027 |
| 191216100 COCA-COLA CO/THE | $11,122 | $11,195 |
| 233331107 DTE ENERGY CO | $1,164 | $1,175 |
| 26875P101 EOG RESOURCES INC | $4,286 | $4,404 |
| 68389X105 ORACLE CORP | $5,691 | $5,804 |
| 743315103 PROGRESSIVE CORP/THE | $11,403 | $11,544 |
| 294429105 EQUIFAX INC | $772 | $777 |
| H1467J104 CHUBB LTD | $4,334 | $4,412 |
| 482480100 KLA-TENCOR CORP | $4,469 | $4,524 |
| 693475105 PNC FINANCIAL SERVIC | $5,399 | $5,528 |
| 11135F101 BROADCOM INC | $13,810 | $13,978 |
| 60937P106 MONGODB INC | $584 | $591 |
| 931142103 WAL MART STORES INC | $10,311 | $10,209 |
| 902973304 US BANCORP DEL | $5,001 | $5,102 |
| 824348106 SHERWIN-WILLIAMS CO/ | $1,921 | $1,899 |
| 053332102 AUTOZONE INC | $7,173 | $7,399 |
| 571903202 MARRIOTT INTERNATION | $2,934 | $2,978 |
| 46625H100 J P MORGAN CHASE & C | $26,180 | $26,954 |
| 00287Y109 ABBVIE INC | $15,777 | $15,676 |
| 539830109 LOCKHEED MARTIN CORP | $3,823 | $3,892 |
| 594918104 MICROSOFT CORP COM | $54,601 | $55,159 |
| 30040W108 EVERSOURCE ENERGY | $1,573 | $1,593 |
| 285512109 ELECTRONIC ARTS | $1,454 | $1,466 |
| 58155Q103 MCKESSON CORP | $6,869 | $6,752 |
| 580135101 MC DONALDS CORPORATI | $11,676 | $11,595 |
| 595017104 MICROCHIP TECHNOLOGY | $3,138 | $3,161 |
| 773903109 ROCKWELL AUTOMATION | $1,533 | $1,545 |
| 742718109 PROCTER & GAMBLE CO/ | $16,704 | $16,672 |
| 244199105 DEERE & CO | $12,180 | $12,005 |
| 007903107 ADVANCED MICRO DEVIC | $2,738 | $2,785 |
| 609207105 MONDELEZ INTERNATION | $3,460 | $3,466 |
| 871607107 SYNOPSYS INC COM | $3,202 | $3,193 |
| 891160509 TORONTO-DOMINION BAN | $10,647 | $10,750 |
| 98978V103 ZOETIS INC | $10,972 | $11,138 |
| 98389B100 XCEL ENERGY INC | $5,850 | $5,889 |
| 512807108 LAM RESH CORP COM | $4,492 | $4,623 |
| 74340W103 PROLOGIS INC | $5,628 | $5,637 |
| 92345Y106 VERISK ANALYTICS INC | $2,434 | $2,470 |
| 037833100 APPLE INC | $48,041 | $47,424 |
| 075887109 BECTON DICKINSON AND | $3,790 | $3,815 |
| 192446102 COGNIZANT TECHNOLOGY | $1,765 | $1,830 |
| 14040H105 CAPITAL ONE FINANCIA | $534 | $558 |
| 75886F107 REGENERON PHARMACEUT | $6,585 | $6,493 |
| 023608102 AMEREN CORP | $1,846 | $1,867 |
| G8994E103 TRANE TECHNOLOGIES P | $5,236 | $5,211 |
| 571748102 MARSH & MCLENNAN COS | $5,109 | $5,130 |
| G5960L103 MEDTRONIC PLC SHS | $3,772 | $3,808 |
| 693506107 PPG INDUSTRIES INC | $2,126 | $2,138 |
| 126650100 CVS HEALTH CORP | $3,731 | $3,728 |
| 166764100 CHEVRONTEXACO CORP | $18,206 | $19,026 |
| 16411R208 CHENIERE ENERGY INC | $1,821 | $1,800 |
| 125523100 CIGNA CORP | $12,951 | $12,922 |
| 91913Y100 VALERO ENERGY CORP | $2,990 | $3,172 |
| 22160K105 COSTCO WHSL CORP NEW | $11,892 | $11,869 |
| 40412C101 HCA HEALTHCARE INC | $4,325 | $4,319 |
| 032654105 ANALOG DEVICES INC | $3,917 | $3,937 |
| 110122108 BRISTOL-MYERS SQUIBB | $11,173 | $10,936 |
| 911312106 UNITED PARCEL SERVIC | $9,097 | $9,040 |
| 92826C839 VISA INC | $13,896 | $14,128 |
| 20030N101 COMCAST CORP | $5,874 | $5,910 |
| 92343V104 VERIZON COMMUNICATIO | $2,253 | $2,325 |
| 053015103 AUTOMATIC DATA PROCE | $6,656 | $6,688 |
| 053611109 AVERY DENNISON CORP | $1,784 | $1,810 |
| 097023105 BOEING CO/THE | $3,932 | $4,000 |
| 231021106 CUMMINS INC | $2,644 | $2,665 |
| 701094104 PARKER-HANNIFIN CORP | $8,682 | $8,730 |
| 718172109 PHILIP MORRIS INTERN | $3,717 | $3,745 |
| 88160R101 TESLA MTRS INC | $3,997 | $3,942 |
| 58933Y105 MERCK AND CO INC SHS | $6,780 | $6,768 |
| 518439104 ESTEE LAUDER COS INC | $725 | $744 |
| 43300A203 HILTON WORLDWIDE HOL | $7,162 | $7,203 |
| G29183103 EATON CORP PLC | $2,641 | $2,668 |
| 666807102 NORTHROP GRUMMAN COR | $11,653 | $12,003 |
| 855244109 STARBUCKS CORP | $8,278 | $8,432 |
| 79466L302 SALESFORCE COM INC | $1,671 | $1,724 |
| 169656105 CHIPOTLE MEXICAN GRI | $4,208 | $4,162 |
| 29355A107 ENPHASE ENERGY INC | $1,193 | $1,060 |
| 009066101 AIRBNB INC | $507 | $513 |
| 125896100 CMS ENERGY CORP | $1,369 | $1,393 |
| 91324P102 UNITEDHEALTH GROUP I | $12,080 | $12,194 |
| 235851102 DANAHER CORP | $7,220 | $7,432 |
| 548661107 LOWES COMPANIES INC | $6,345 | $6,376 |
| 573874104 MARVELL TECH INC | $5,522 | $5,519 |
| 025537101 AMERICAN ELECTRIC PO | $2,348 | $2,374 |
| 032095101 AMPHENOL CORP | $3,107 | $3,122 |
| 88339J105 TRADE (THE) DESK INC | $938 | $941 |
| 461202103 INTUIT INC | $2,294 | $2,335 |
| 02079K305 ALPHABET INC SHS | $16,928 | $17,117 |
| 02043Q107 ALNYLAM PHARMACEUTIC | $1,198 | $1,188 |
| 532457108 ELI LILLY & CO | $9,858 | $9,878 |
| 665859104 NORTHERN TRUST CORP | $2,523 | $2,566 |
| 808513105 CHARLES SCHWAB CORP/ | $11,661 | $12,073 |
| 882508104 TEXAS INSTRUMENTS IN | $6,086 | $6,113 |
| 023135106 AMAZON COM INC | $20,486 | $20,664 |
| 30063P105 EXACT SCIENCES CORP | $631 | $594 |
| 61174X109 MONSTER BEVERAGE SHS | $3,013 | $3,046 |
| 053484101 AVALONBAY COMMUNITIE | $1,451 | $1,454 |
| 654106103 NIKE INC CL B | $1,280 | $1,287 |
| 949746101 WELLS FARGO & CO NEW | $3,619 | $3,675 |
| 92939U106 WEC ENERGY GROUP INC | $1,978 | $1,969 |
| 459200101 INTERNATIONAL BUSINE | $8,282 | $8,313 |
| 907818108 UNION PACIFIC CORP | $14,311 | $14,288 |
| G1151C101 ACCENTURE PLC SHS | $2,900 | $2,935 |
| 22822V101 CROWN CASTLE INTERNA | $1,483 | $1,492 |
| 036752103 ANTHEM INC | $9,677 | $9,746 |
| N07059210 ASML HLDG NV NY REG | $1,662 | $1,639 |
| 099502106 BOOZ ALLEN HAMILTON | $1,243 | $1,254 |
| 30231G102 EXXON MOBIL CORP | $5,923 | $6,177 |
| 67066G104 NVIDIA CORP | $3,371 | $3,215 |
| 806857108 SCHLUMBERGER LTD | $5,743 | $5,988 |
| 002824100 ABBOTT LABORATORIES | $6,896 | $7,027 |
| 438516106 HONEYWELL INTERNATIO | $18,189 | $18,430 |
| 78486Q101 SVB FINL GROUP | $1,717 | $1,841 |
| G5494J103 LINDE PLC REG SHS | $3,263 | $3,262 |
| 031162100 AMGEN INC | $4,499 | $4,465 |
| 20825C104 CONOCOPHILLIPS | $16,447 | $17,228 |
| 09247X101 BLACKROCK INC | $8,416 | $8,504 |
| 697435105 PALO ALTO NETWORKS I | $6,581 | $6,419 |
| 09260D107 BLACKSTONE GROUP INC | $2,149 | $2,152 |
| 29364G103 ENTERGY CORP | $1,794 | $1,800 |
| 35671D857 FREEPORT-MCMORAN INC | $4,127 | $4,180 |
| 02079K107 ALPHABET INC SHS | $8,074 | $8,163 |
| 617446448 MORGAN STANLEY | $4,835 | $4,761 |
| 65339F101 NEXTERA ENERGY INC | $12,254 | $12,373 |
| 81181C104 SEAGEN INC | $1,428 | $1,414 |
| 87612E106 TARGET CORP | $4,228 | $4,471 |
| 94106L109 WASTE MANAGEMENT INC | $3,457 | $3,451 |
| 437076102 HOME DEPOT INC/THE | $11,027 | $11,055 |
| 695156109 PACKAGING CORP OF AM | $1,014 | $1,023 |
| 713448108 PEPSICO INC | $3,429 | $3,433 |
| 55354G100 MSCI INC | $1,381 | $1,396 |
| 46120E602 INTUITIVE SURGICAL I | $1,842 | $1,857 |
| 876030107 TAPESTRY INC | $1,491 | $1,523 |
| 17275R102 CISCO SYSTEMS INC | $6,607 | $6,670 |
| 252131107 DEXCOM INC | $1,134 | $1,132 |
| 67103H107 O'REILLY AUTOMOTIVE | $5,752 | $5,908 |
| 883556102 THERMO FISHER SCIENT | $12,347 | $12,666 |
| 478160104 JOHNSON & JOHNSON | $9,711 | $9,716 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $29,567 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $29,514 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 025076845 AMERICAN CENTURY SMA | AT COST | $11,197 | $11,334 |
| 922908736 VANGUARD GROWTH ETF | AT COST | $174,483 | $175,390 |
| 92206C409 VANGUARD SHORT-TERM | AT COST | $7,036 | $6,993 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $62,936 | $63,092 |
| 410227763 JH MANAGED ACCT SHS | AT COST | $33,938 | $33,900 |
| 464287432 ISHARES 20 YEAR TREA | AT COST | $9,133 | $8,761 |
| 464288588 ISHARES MBS ETF | AT COST | $7,045 | $6,956 |
| 92203J407 VANGUARD TOTAL INTER | AT COST | $7,012 | $6,925 |
| 92206C870 VANGUARD INTRMDIATE- | AT COST | $3,461 | $3,410 |
| 128119880 CALAMOS MARKET NEUTR | AT COST | $49,497 | $49,605 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $125,849 | $126,115 |
| 949921571 WELLS FARGO SMALL CO | AT COST | $8,369 | $8,432 |
| 922908595 VANGUARD SMALL-CAP G | AT COST | $20,935 | $21,057 |
| 233051432 XTRACKERS USD HIGH Y | AT COST | $3,497 | $3,472 |
| 464287242 ISHARES IBOXX INVEST | AT COST | $10,528 | $10,332 |
| 464287630 ISHARES RUSSELL 2000 | AT COST | $5,638 | $5,685 |
| 4812C0571 JPMORGAN SMALL CAP G | AT COST | $8,387 | $8,460 |
| 38147N293 GS GQG PARTNERS | AT COST | $49,498 | $49,498 |
| 410227755 JH MANAGED ACCT SHS | AT COST | $29,996 | $29,776 |
| 410227771 JH MANAGED ACCT SHS | AT COST | $31,561 | $31,486 |
| 808524862 SCHWAB SHORT-TERM U. | AT COST | $25,875 | $25,808 |
| 63872T729 ASG MANAGED FUTURES | AT COST | $49,503 | $37,968 |
| 94975P447 WELLS FARGO SPECIAL | AT COST | $11,177 | $11,269 |
| 92189F437 VANECK VECTORS FALLE | AT COST | $3,493 | $3,459 |
| 00203H602 AQR DIVERSIFIED ARBI | AT COST | $49,497 | $49,624 |
| 62827P816 CATALYST/MILLBURN HE | AT COST | $49,468 | $50,432 |
| 464287648 ISHARES RUSSELL 2000 | AT COST | $4,262 | $4,290 |
| 317609667 ALPS JAM COMMODITY S | AT COST | $49,494 | $50,112 |
| 922908744 VANGUARD VALUE ETF | AT COST | $209,443 | $211,818 |
| 922908611 VANGUARD SMALL-CAP V | AT COST | $20,930 | $21,120 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TYE INCOME ADJUSTMENT | $26,072 |
| ACCRUED INCOME | $2,796 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $8 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $394 | Amt |
| Net Investment Income | $236 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $157 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES ON NONQUALIFIED | CategoryTxt |
| Amt | $1 | Amt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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