Civic Intelligence

Pauline Mcfarlin Walter Memorial Trust 10910

990 • Fiscal year 2020 • EIN 73-6202627

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

Organization ProfileN/A
PO Box 1620Tulsa, OK 74101-1620

(918) 619-1526

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

4th percentile

-76%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

32nd percentile

$250,376

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

16th percentile

-2.7%

Faster asset growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-51%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Down

$73,602,090

Down $2,021,047 (-2.7%) from 2019

Net Assets

Down

$73,602,090

Down $2,021,047 (-2.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin4th percentile

Revenue

Down

$2,259,833

Down $2,318,323 (-51%) from 2019

Expenses

Up

$3,975,286

Up $118,968 (+3.1%) from 2019

Net Income

Down

-$1,715,453

Down $2,437,291 (-338%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $65,365,308Liabilities 2010: $1,306,479Net Assets 2010: $64,058,8292010Assets 2011: $64,886,929Liabilities 2011: $1,306,479Net Assets 2011: $63,580,4502011Assets 2012: $64,959,943Liabilities 2012: $1,306,479Net Assets 2012: $63,653,4642012Assets 2013: $67,636,104Liabilities 2013: $0Net Assets 2013: $67,636,1042013Assets 2014: $70,116,617Liabilities 2014: $0Net Assets 2014: $70,116,6172014Assets 2015: $71,961,088Liabilities 2015: $0Net Assets 2015: $71,961,0882015Assets 2016: $70,154,571Liabilities 2016: $0Net Assets 2016: $70,154,5712016Assets 2017: $70,362,743Liabilities 2017: $0Net Assets 2017: $70,362,7432017Assets 2018: $74,742,335Liabilities 2018: $0Net Assets 2018: $74,742,3352018Assets 2019: $75,623,137Liabilities 2019: $0Net Assets 2019: $75,623,1372019Assets 2020: $73,602,090Liabilities 2020: $0Net Assets 2020: $73,602,0902020Assets 2021: $77,675,534Liabilities 2021: $0Net Assets 2021: $77,675,5342021Assets 2022: $76,840,377Liabilities 2022: $0Net Assets 2022: $76,840,3772022Assets 2023: $75,413,475Liabilities 2023: $0Net Assets 2023: $75,413,4752023Assets 2024: $75,634,855Liabilities 2024: $0Net Assets 2024: $75,634,8552024

Highlighted filing

2020

Assets$73,602,090
Liabilities$0
Net Assets$73,602,090
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2010: $3,155,598Expenses 2010: $3,691,780Net Income 2010: -$536,1822010Revenue 2011: $3,343,647Expenses 2011: $3,374,434Net Income 2011: -$30,7872011Revenue 2012: $3,343,883Expenses 2012: $3,435,770Net Income 2012: -$91,8872012Revenue 2013: $7,010,764Expenses 2013: $3,479,397Net Income 2013: $3,531,3672013Revenue 2014: $5,772,616Expenses 2014: $3,618,647Net Income 2014: $2,153,9692014Revenue 2015: $4,832,486Expenses 2015: $3,811,507Net Income 2015: $1,020,9792015Revenue 2016: $2,360,969Expenses 2016: $3,872,556Net Income 2016: -$1,511,5872016Revenue 2017: $4,519,978Expenses 2017: $3,846,783Net Income 2017: $673,1952017Revenue 2018: $7,406,915Expenses 2018: $3,870,297Net Income 2018: $3,536,6182018Revenue 2019: $4,578,156Expenses 2019: $3,856,318Net Income 2019: $721,8382019Revenue 2020: $2,259,833Expenses 2020: $3,975,286Net Income 2020: -$1,715,4532020Revenue 2021: $8,407,780Expenses 2021: $4,128,203Net Income 2021: $4,279,5772021Revenue 2022: $3,952,981Expenses 2022: $4,430,011Net Income 2022: -$477,0302022Revenue 2023: $3,038,915Expenses 2023: $4,379,718Net Income 2023: -$1,340,8032023Revenue 2024: $4,694,070Expenses 2024: $4,389,133Net Income 2024: $304,9372024

Highlighted filing

2020

Revenue$2,259,833
Expenses$3,975,286
Net Income-$1,715,453
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.1
Gross Receipts
$26,325,484
Mission and Program Overview

Mission

Provides direct and permanent support to the named beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$75,623,137$73,602,090▼ $2,021,047
Investments in Publicly Traded Securities$52,803,238$48,604,306▼ $4,198,932
Investments Other Securities$19,548,112$22,191,201▲ $2,643,089
Savings and Temporary Cash Investments$3,271,583$2,806,583▼ $465,000
Cash and Non-Interest-Bearing Accounts$204$0▼ $204
Total Assets$75,623,137$73,602,090▼ $2,021,047
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$75,623,137$73,602,090▼ $2,021,047
Total Liabilities and Net Assets / Fund Balance$75,623,137$73,602,090▼ $2,021,047

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,884,524--
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bank of Oklahoma N a BokCorporate TrusteeFT$250,376$250,376
Frederic DorwartIndividual TrusteeFT$11,439$11,439
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,879,658
Other Revenue
$380,175
Change in Net Assets
$-1,715,453
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,688,508
Salaries, Compensation, and Employee Benefits$261,816
Other Expenses$24,962
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,688,508--$3,688,508
Current Officers, Directors, Trustees, and Key Employees-$261,816-$261,816
All Other Expenses-$14,012-$14,012
Fees for Service Investment Mgmnt Fees-$5,750-$5,750
Fees for Services Accounting-$5,200-$5,200
Total Functional Expenses$3,688,508$286,778$0$3,975,286
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holland HallTulsa, OK501(c)(3)Support School$1,844,254
University of TulsaTulsa, OK501(c)(3)Support University$1,844,254
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Trading Position-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Prepared internally and reviewed jointly by trustees.”

Explanation for Form 990, Page 6, Part VI, Line 9

“Frederic dorwart 124 e 4th st tulsa, ok 74103”

FORM 990, PAGE 6, PART VI, LINE 15A

“There are no employees compensated. The only compensation from the entity is the institutional and individual trustee fees.”

Form 990, Page 6, Part VI, Line 18

“The organization makes its forms 990 and 990-t available to the public upon request at the organization's office care of bank of oklahoma, n.a.”

Form 990, Page 6, Part VI, Line 19

“The organization makes it governing documents, conflict of interestpolicy and financial statements available to public upon request at the organization's office care of bank of oklahoma, n.a.”

Form 990, Page 7, Part VII, Section A

“Bank of oklahoma - 40 hours per week. Frederic dorwart 40 hours per week in conjunction with staff members”

Filing and Contact Details

Filer

Filer Name
Pauline Mcfarlin Memorial Trust 486005ac5
EIN
73-6202627
Phone
9186191526
Address
PO BOX 1620, TULSA, OK 74101-1620

Signing Officer

Name
Bokf N a Trustee
Title
Vice President
Phone
9186191526
Signed
2021-11-02

Organization Details

Formed
1980
Legal Domicile
Ok
Voting Board Members
2
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Additional Text to Be Added to Schedule R Entry for Bok.

“Institutional trustee also serves as sole trustee on approximately 40 charitable trusts unrelated to this filing organization.”

Explanation for Form 990, Part XI, Line 9

“Unrealized gains & losses from pass-through entities and non-taxable income (municipal interest & principal distributions)”

Raw XML Appendix393 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/DescribedInSection501c3Ind0true
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The officers, directors, and trustees of the supported organizations h ave a significant voice in the investment policies of the supporting o rganization through annual meetings and regular communications regardi ng the supporting organization's investments and plans for distributio ns.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The trustees are on the Board of Tulsa University. The organization ma intains a close and continuous working relationship with Holland Hall through frequent meeting regarding distributions received from the tru st. In addition, monthly statements are provided regarding the transac tions in the trust.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2SEE ATTACHED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V SECTION D LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt080958363
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt03860252
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt077098111
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt01214375
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt079743988
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt02791040
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt080958363
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt02791040
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0730527459
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1730579298
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd15
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01844254
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt11844254
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOLLAND HALL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIVERSITY OF TULSA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt03688508
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TRADING POSITION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07182456
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt29124220
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt35884524
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHAPMAN HEDGED LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1DOCUMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PRIVATE EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CHAPMAN REAL ASSETS LLC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/TotalBookValueSecuritiesAmt022191201
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt01844254
IRS990ScheduleI/RecipientTable/CashGrantAmt11844254
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT SCHOOL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLLAND HALL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF TULSA
IRS990ScheduleI/RecipientTable/RecipientEIN0730527459
IRS990ScheduleI/RecipientTable/RecipientEIN1730579298
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05666 EAST 81ST STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1800 S TUCKER DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TULSA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1TULSA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd074137
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd174104
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THIS ENTITY WORKS CLOSELY WITH THE ORGANIZATIONS IT SUPPORTS. THUS IT IS CONSTANTLY AWARE OF THE USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSTITUTIONAL TRUSTEE ALSO SERVES AS SOLE TRUSTEE ON APPROXIMATELY 40 CHARITABLE TRUSTS UNRELATED TO THIS FILING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPARED INTERNALLY AND REVIEWED JOINTLY BY TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FREDERIC DORWART 124 E 4TH ST TULSA, OK 74103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO EMPLOYEES COMPENSATED. THE ONLY COMPENSATION FROM THE ENTITY IS THE INSTITUTIONAL AND INDIVIDUAL TRUSTEE FEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS FORMS 990 AND 990-T AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE CARE OF BANK OF OKLAHOMA, N.A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTERESTPOLICY AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE CARE OF BANK OF OKLAHOMA, N.A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK OF OKLAHOMA - 40 HOURS PER WEEK. FREDERIC DORWART 40 HOURS PER WEEK IN CONJUNCTION WITH STAFF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UNREALIZED GAINS & LOSSES FROM PASS-THROUGH ENTITIES AND NON-TAXABLE INCOME (MUNICIPAL INTEREST & PRINCIPAL DISTRIBUTIONS)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0ADDITIONAL TEXT TO BE ADDED TO SCHEDULE R ENTRY FOR BOK.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt075623137
IRS990/TotalAssetsEOYAmt073602090
IRS990/TotalAssetsGrp/BOYAmt075623137
IRS990/TotalAssetsGrp/EOYAmt073602090
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0286778
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03688508
IRS990/TotalFunctionalExpensesGrp/TotalAmt03975286
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt075623137
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt073602090
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03688508
IRS990/TotalReportableCompFromOrgAmt0261815
IRS990/TotalRevenueGrp/ExclusionAmt02259833
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02259833
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt075623137
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt073602090
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BOKF N A TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09186191526
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAULINE MCFARLIN MEMORIAL TRUST 486005AC5
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0736202627
ReturnHeader/Filer/PhoneNum09186191526
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1620
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0741011620
ReturnHeader/ReturnTs02021-11-12T13:00:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,602,090
Liabilities
$0
Net assets
$73,602,090
Revenue
$2,259,833
Expenses
$3,975,286
Net income
-$1,715,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$75.6$0.00$75.6$4.69$4.39$0.30
2023Detailed filing. Detailed filing data is available for this year.$75.4$0.00$75.4$3.04$4.38$1.34
2022Detailed filing. Detailed filing data is available for this year.$76.8$0.00$76.8$3.95$4.43$0.48
2021Detailed filing. Detailed filing data is available for this year.$77.7$0.00$77.7$8.41$4.13$4.28
2020Detailed filing. Detailed filing data is available for this year.$73.6$0.00$73.6$2.26$3.98$1.72
2019Detailed filing. Detailed filing data is available for this year.$75.6$0.00$75.6$4.58$3.86$0.72
2018Summary only. Only limited summary data is available for this year.$74.7$0.00$74.7$7.41$3.87$3.54
2017Summary only. Only limited summary data is available for this year.$70.4$0.00$70.4$4.52$3.85$0.67
2016Summary only. Only limited summary data is available for this year.$70.2$0.00$70.2$2.36$3.87$1.51
2015Summary only. Only limited summary data is available for this year.$72.0$0.00$72.0$4.83$3.81$1.02
2014Summary only. Only limited summary data is available for this year.$70.1$0.00$70.1$5.77$3.62$2.15
2013Summary only. Only limited summary data is available for this year.$67.6$0.00$67.6$7.01$3.48$3.53
2012Summary only. Only limited summary data is available for this year.$65.0$1.31$63.7$3.34$3.44$0.09
2011Summary only. Only limited summary data is available for this year.$64.9$1.31$63.6$3.34$3.37$0.03
2010Summary only. Only limited summary data is available for this year.$65.4$1.31$64.1$3.16$3.69$0.54