Bernard and Effie Jo Wade Family Fdn Ltd is a private foundation focused on Human Services, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $773K in total assets. In 2024, it awarded 1 grants totaling $43K. Net investment income was $36K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$773K
+4.0% YoY
Annual Giving
$43K
+21.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$43K
+21.4% YoY
About Bernard and Effie Jo Wade Family Fdn Ltd
Based on IRS filings
Bernard and Effie Jo Wade Family Fdn Ltd is a private foundation focused on Human Services, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $773K in total assets. In 2024, it awarded 1 grants totaling $43K. Net investment income was $36K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $772,735 | $743,286 | $690,402 |
| Revenue | $53,218 | $20,457 | $19,218 |
| Expenses | $60,753 | $59,090 | $69,976 |
| Qualifying Distributions | $43,398 | $36,186 | $47,163 |
| Net Investment Income | $35,863 | — | — |
| Distributable Amount | $36,834 | $35,415 | $38,431 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM R WADE | DIRECTOR / PRESIDENT | 2 | $6,000 |
| RICHARD L WADE | DIRECTOR / SECRETARY / TREASURER | 2 | $6,000 |
| KYLE W STEPHENS | DIRECTOR / VICE PRESIDENT | 1 | $500 |
| DAVID A CARPENTER | DIRECTOR / GENERAL COUNSEL | 2 | $750 |
Subject Areas
Focus areas based on grantmaking activity
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—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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