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Nonprofit · EIN 73-6090533

IDA M MCFARLIN MEMORIAL TRUST

Tax-exempt · TULSA, OK 74101

Financials

$698K$989K2023$1.1M$985K2024
Revenue Expenses · by fiscal year end
Financials of IDA M MCFARLIN MEMORIAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,131,286$984,594$146,692$17,149,297$0$17,149,297
December 31, 2023990$697,733$988,714-$290,981$17,015,364$0$17,015,364
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$909,558
Net gain from sales of assets
$530,800
Other revenue
$221,728

Expenses

Grants and similar amounts paid
$899,618
Compensation of officers, directors and key employees
$64,286
Salaries, compensation and benefits (total)
$64,286
Professional fundraising fees
$0
Legal fees
$870
Accounting fees
$2,250
Program services (functional)
$899,618
Management and general (functional)
$84,976

Balance sheet and other

Total assets, start of year
$17,015,364
Total assets, end of year
$17,149,297
Total liabilities, end of year
$0
Net assets, end of year
$17,149,297
Publicly traded securities
$11,444,365
Gross unrelated business income
$7,090
Gross receipts
$5,309,310
Employees
0
Year formed
1951
State of legal domicile
OK

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
BANK OF OKLAHOMA NA BOKCORPORATE TRUSTEE
Institutional trustee
40$64,286
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF OKLAHOMA NA BOKCORPORATE TRUSTEE
Institutional trustee
40$60,346

Address and contacts

Address (IRS master file)
PO BOX 1620, TULSA, OK 74101-1620
In care of
% BOKF NA
Principal officer (990 for 2024)
BOKF NA, PO BOX 1620, TULSA, OK 741011620
Signed the 990
BOKF NA, TRUSTEE
Phone
(918) 619-1526
Return prepared by
ERNST & YOUNG US LLP

Mission

PROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES.

990 for the year ended December 31, 2024

Program accomplishments

  • FINANCIAL SUPPORT TO TULSA FOUNDATION FOR HEALTH CARE SERVICES
    Expenses $280,000 · grants $280,000
  • FINANCIAL SUPPORT TO FAMILY AND CHILDREN'S SERVICES
    Expenses $260,000 · grants $260,000
  • FINANCIAL SUPPORT TO TULSA COMMUNITY FOUNDAITON
    Expenses $189,618 · grants $189,618

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
73-6090533
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1952
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$17,149,297
Income (IRS master file)
$5,309,310

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,131,286$984,594$17,149,297XML
990-TDecember 2024–––IRS
990December 2023$697,733$988,714$17,015,364XML
990-TDecember 2023–––IRS
990December 2022$840,336$1,001,887$17,325,381IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––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 73-6090533).

Questions about IDA M MCFARLIN MEMORIAL TRUST

What is the EIN of IDA M MCFARLIN MEMORIAL TRUST?
The employer identification number (EIN) of IDA M MCFARLIN MEMORIAL TRUST is 73-6090533.
Is IDA M MCFARLIN MEMORIAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
Are donations to IDA M MCFARLIN MEMORIAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does IDA M MCFARLIN MEMORIAL TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of IDA M MCFARLIN MEMORIAL TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did IDA M MCFARLIN MEMORIAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of IDA M MCFARLIN MEMORIAL TRUST?
The 990 for the year ended December 31, 2024 names BOKF NA.
Who are the officers and directors of IDA M MCFARLIN MEMORIAL TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $64,286 (BANK OF OKLAHOMA NA BOK, CORPORATE TRUSTEE).
How much revenue does IDA M MCFARLIN MEMORIAL TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,131,286, expenses of $984,594 and total assets of $17,149,297 at year end.

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