Carrie E Mcfarland Charitable Trust 4201 Fort Worth Natl Bank Ttee

Chicago, IL
Tax-exempt since Aug. 1979
EIN: 75-6262201

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Revenue

$583k (2025)

Expenses

$619k (2025)

Total Assets

$8.9M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2025

Revenue

$582,991

Expenses

$618,698

Net Income

-$35,707

Net Assets

$8,901,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$302,090	51.8%
Sales of Assets	$146,455	25.1%
Other Income	$134,446	23.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$521,156	84.2%
Compensation of Officers*	$100,702	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,901,120
Total Liabilities	$0
Net Assets	$8,901,120

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$100,702	$0

990-PF

Filed on Aug. 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2024

Revenue

$393,746

Expenses

$426,190

Net Income

-$32,444

Net Assets

$8,936,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$255,787	65.0%
Sales of Assets	$600	0.2%
Other Income	$137,359	34.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$333,102	78.2%
Compensation of Officers*	$84,745	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,936,822
Total Liabilities	$0
Net Assets	$8,936,822

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$84,745	$0

990-PF

Filed on Aug. 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2023

Revenue

$510,574

Expenses

$757,099

Net Income

-$246,525

Net Assets

$8,969,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$214,227	42.0%
Sales of Assets	-$122,718
Other Income	$419,065	82.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$619,263	81.8%
Compensation of Officers*	$78,947	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,969,286
Total Liabilities	$0
Net Assets	$8,969,286

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$78,947	$0

990-PF

Filed on Aug. 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2022

Revenue

$2,133,191

Expenses

$626,740

Net Income

$1,506,451

Net Assets

$9,215,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$167,615	7.9%
Sales of Assets	$1,696,497	79.5%
Other Income	$269,079	12.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$523,137	83.5%
Compensation of Officers*	$88,603	14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,215,811
Total Liabilities	$0
Net Assets	$9,215,811

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$88,603	$0

990-PF

Filed on Aug. 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2021

Revenue

$590,741

Expenses

$510,016

Net Income

$80,725

Net Assets

$7,710,423

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$171,484	29.0%
Sales of Assets	$241,202	40.8%
Other Income	$178,055	30.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$417,371	81.8%
Compensation of Officers*	$73,594	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,710,424
Total Liabilities	$1
Net Assets	$7,710,423

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$73,594	$0

990-PF

Filed on Aug. 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2020

Revenue

$475,696

Expenses

$513,002

Net Income

-$37,306

Net Assets

$7,629,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$183,085	38.5%
Sales of Assets	$76,466	16.1%
Other Income	$216,145	45.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$427,952	83.4%
Compensation of Officers*	$67,669	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,629,761
Total Liabilities	$1
Net Assets	$7,629,760

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$67,669	$0

990-PF

Filed on Aug. 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2019

Revenue

$489,695

Expenses

$543,561

Net Income

-$53,866

Net Assets

$7,667,068

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$166,817	34.1%
Sales of Assets	$68,325	14.0%
Other Income	$254,553	52.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$443,877	81.7%
Compensation of Officers*	$79,275	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,667,068
Total Liabilities	$0
Net Assets	$7,667,068

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$79,275	$0

990-PF

Filed on Aug. 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2018

Revenue

$1,899,644

Expenses

$759,433

Net Income

$1,140,211

Net Assets

$7,720,934

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$132,203	7.0%
Sales of Assets	$1,278,282	67.3%
Other Income	$482,109	25.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$656,611	86.5%
Compensation of Officers*	$57,478	7.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,720,934
Total Liabilities	$0
Net Assets	$7,720,934

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$57,478	$0

990-PF

Filed on Feb. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2015

Revenue

$731,659

Expenses

$712,489

Net Income

$19,170

Net Assets

$6,575,422

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$144,167	19.7%
Sales of Assets	$162,486	22.2%
Other Income	$425,006	58.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$578,468	81.2%
Compensation of Officers*	$90,575	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,575,422
Total Liabilities	$0
Net Assets	$6,575,422

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2014

Revenue

$946,843

Expenses

$685,035

Net Income

$261,808

Net Assets

$6,556,252

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$177,797	18.8%
Sales of Assets	$297,617	31.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$575,059	83.9%
Compensation of Officers*	$87,119	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,556,252
Total Liabilities	$0
Net Assets	$6,556,252

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2013

Revenue

$563,864

Expenses

$637,612

Net Income

-$73,748

Net Assets

$6,294,484

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$70,509	12.5%
Bond Proceeds	$0
Royalties	$458,542	81.3%
Rental Property Income	-$5,710
Net Fundraising	$0
Sales of Assets	$40,523	7.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$85,676	13.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$6,294,484
Total Liabilities	$0
Net Assets	$6,294,484

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2012

Revenue

$899,979

Expenses

$978,352

Net Income

-$78,373

Net Assets

$6,331,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$109,273	12.1%
Bond Proceeds	$0
Royalties	$762,312	84.7%
Rental Property Income	$45,912	5.1%
Net Fundraising	$0
Sales of Assets	-$26,518
Net Inventory Sales	$0
Other Revenue	$9,000	1.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$54,050	5.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$6,331,345
Total Liabilities	$0
Net Assets	$6,331,345

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Types of Nonprofits

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Updated January 26, 2026

Carrie E Mcfarland Charitable Trust 4201 Fort Worth Natl Bank Ttee

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $583k (2025)

Expenses $619k (2025)

Total Assets $8.9M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending March 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$583k (2025)

Expenses

$619k (2025)

Total Assets

$8.9M (2025)

Total Liabilities

$0 (2025)

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2025

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2024

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2018

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2016

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2015

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2014

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2013

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2012

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