Civic Intelligence

Pauline Mcfarlin Walter Memorial Trust 10910

990T • Fiscal year 2021 • EIN 73-6202627

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 21, 2022

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

(412) 644-7800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$75,634,855
Liabilities$0
Net Assets$75,634,855
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$4,694,070
Expenses$4,389,133
Net Income$304,937
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 21, 2022
Return Version
2021v4.3
Mission and Program Overview

Mission

Provides direct and permanent support to the named beneficiaries.

Filing and Contact Details

Filer

Filer Name
Pauline McFarlin Memorial Trust 486005AC5
EIN
73-6202627
Phone
4126447800
Address
PO BOX 1620, TULSA, OK 74101-1620

Signing Officer

Name
Bokf Na
Title
Trustee
Signed
2022-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Laurie a Adatepe
Phone
4126447800
Raw XML Appendix92 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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IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt0-57
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt04390
IRS1041ScheduleD/Form4797GainOrLossAmt02127
IRS1041ScheduleD/LTGainOrLossFromFormsAmt0-5
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt04447
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IRS1041ScheduleD/NetSTCapitalGainOrLossAmt0-57
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt0-54
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IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0-57
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt04390
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BOKF NA
IRS990T/BooksInCareOfDetail/PhoneNum09186191526
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1620
IRS990T/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0741011620
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt02271
IRS990T/ExtsnRequestIncomeTaxPaidAmt01900
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt01900
IRS990T/OverpaymentSection/OverpaymentAmt01900
IRS990TScheduleA/CapitalGainNetIncomeAmt02093
IRS990TScheduleA/CapitalGainNetIncomeAmt12297
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IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-2119
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IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1178
IRS990TScheduleA/TotUnrltTrdBusIncmAmt02093
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1178
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0INCOME (LOSS) FROM PARTNERSHIPS
IRS990TScheduleA/TradeOrBusinessDesc1CHAPMAN REAL ASSETS, LLC
IRS990TScheduleA/UBIBeforeNOLDedAmt02093
IRS990TScheduleA/UBIBeforeNOLDedAmt1178
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02093
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1178
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalPaymentsAmt01900
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt02271
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BOKF NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pauline McFarlin Memorial Trust 486005AC5
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0736202627
ReturnHeader/Filer/PhoneNum04126447800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1620
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0741011620
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126447800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURIE A ADATEPE
ReturnHeader/ReturnTs02022-11-11T12:19:10-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BOKF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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