Bernard and Effie Jo Wade Family Fdn Ltd
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 2019 through 2025. As of 2025, the organization holds $826K in total assets. In 2025, it awarded 1 grant totaling $39K. Net investment income was $5K.
Bernard and Effie Jo Wade Family Fdn Ltd at a glance
In short: Bernard and Effie Jo Wade Family Fdn Ltd gave $39K across 1 grant in 2025 (avg $39K), mostly in Kansas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $39,000
- -8.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $39,000
- -8.2% vs 2024
- Median grant
- $39,000
- Total assets
- $825,833
- +6.9% vs 2024
- Primary geography
- Kansas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bernard and Effie Jo Wade Family Fdn Ltd funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Coffeyville Area Community Foundation ($39K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Bernard and Effie Jo Wade Family Fdn Ltd gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $35K (2023) to $46K (2022). In 2025 it made 1 grant totaling $39K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Coffeyville Area Community Foundation Coffeyville, KS | Charitable | $39,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $825,833 | $23,337 | $58,469 | $39,000 | 1 | $39,948 | $4,816 | $39,298 |
| 2024 | $772,735 | $53,218 | $60,753 | $42,500 | 1 | $43,398 | $35,863 | $36,834 |
| 2023 | $743,286 | $20,457 | $59,090 | $35,000 | 1 | $36,186 | — | $35,415 |
| 2022 | $690,402 | $19,218 | $69,976 | $46,000 | 1 | $47,163 | — | $38,431 |
| 2021 | $741,160 | $46,202 | $61,243 | $41,250 | 1 | $42,235 | $27,193 | $43,040 |
| 2020 | $753,440 | $15,832 | $65,842 | $41,024 | 1 | — | — | $38,410 |
| 2019 | $803,450 | $156,490 | $60,790 | $40,874 | 1 | — | $137,846 | $37,648 |
Under IRS private-foundation payout rules, Bernard and Effie Jo Wade Family Fdn Ltd reported a distributable amount of $39K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bernard and Effie Jo Wade Family Fdn Ltd is led by William R. Wade, Director & President on every filing since 2019; all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
William R. Wade
Director & President
On filings since 2019
2 hrs/week
$6K (2019) → $6K (2025)
Richard L. Wade
Director, Secretary & Treasurer
On filings since 2019
2 hrs/week
$6K (2019) → $6K (2025)
Allison Hess
Director
New on the 2025 filing
1 hr/week
$1K (2025)
Brian Wade
Director
New on the 2025 filing
1 hr/week
$1K (2025)
Tracy Wade
Director
New on the 2025 filing
1 hr/week
$1K (2025)
Former officers (2)
- Former: David A. Carpenter (2019–2024) — Director & General Counsel
- Former: Kyle W. Stephens (2019–2024) — Director & Vice President
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to William R Wade (Director / President). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Bernard and Effie Jo Wade Family Fdn Ltd
How much does Bernard and Effie Jo Wade Family Fdn Ltd give each year?
Bernard and Effie Jo Wade Family Fdn Ltd gave $39K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $43K across 1 grant.
How large is Bernard and Effie Jo Wade Family Fdn Ltd?
Bernard and Effie Jo Wade Family Fdn Ltd reported $826K in total assets on its 2025 IRS Form 990-PF. It paid out $40K in qualifying distributions that year, against a required minimum of $39K (roughly 5% of its investment assets).
What is Bernard and Effie Jo Wade Family Fdn Ltd?
Bernard and Effie Jo Wade Family Fdn Ltd is a private foundation focused on Human Services, based in Tulsa, OK. It holds $826K in total assets as of 2025.
Where does Bernard and Effie Jo Wade Family Fdn Ltd operate?
Bernard and Effie Jo Wade Family Fdn Ltd has awarded grants in Kansas.
What is Bernard and Effie Jo Wade Family Fdn Ltd's EIN?
Bernard and Effie Jo Wade Family Fdn Ltd's EIN (Employer Identification Number) is 46-4209907. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
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