Bernard and Effie Jo Wade Family Fdn Ltd

TULSA, OK EIN: 46-4209907

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

+0.0% YoY

Avg Grant Size

$43K

+21.4% YoY

Under IRS private-foundation payout rules, Bernard and Effie Jo Wade Family Fdn Ltd reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.

About Bernard and Effie Jo Wade Family Fdn Ltd

Based on IRS filings

Focus Areas

Human Services

Ready to take the next step with Bernard and Effie Jo Wade Family Fdn Ltd?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kansas $206K (100%)

States

Kansas

Cities

Coffeyville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Coffeyville Area Community Foundation ($42,500).

Recipient	Purpose	Amount
COFFEYVILLE AREA COMMUNITY FOUNDATION COFFEYVILLE, KS	CHARITABLE	$42,500

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

Human Services

Frequently Asked Questions

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 $773K in total assets as of 2024.

How large is Bernard and Effie Jo Wade Family Fdn Ltd?

As of 2024, Bernard and Effie Jo Wade Family Fdn Ltd holds $773K in total assets with $53K in annual revenue. It awarded 1 grants totaling $43K in 2024.

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 size grants does Bernard and Effie Jo Wade Family Fdn Ltd award?

In 2024, Bernard and Effie Jo Wade Family Fdn Ltd awarded 1 grants totaling $43K — an average of about $43K per grant, based on its IRS Form 990 filings.

How much is Bernard and Effie Jo Wade Family Fdn Ltd required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernard and Effie Jo Wade Family Fdn Ltd reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.