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Bernard And Effie Jo Wade Family Foundation Ltd is a private corporation based in TULSA, OK. The foundation received its IRS ruling in 2014. The principal officer is David A Carpenter. It holds total assets of $826K. Annual income is reported at $23K. Total assets have grown from $21K in 2013 to $743K in 2023. The foundation is governed by 4 officers and trustees. The foundation operates in the area of human services. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Bernard And Effie Jo Wade Family Foundation Ltd has made 5 grants totaling $209K, with a median grant of $41K. The foundation has distributed between $35K and $92K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $92K distributed across 2 grants. Individual grants have ranged from $35K to $46K, with an average award of $42K. Grant recipients are concentrated in Kansas. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Bernard And Effie Jo Wade Family Foundation Ltd primarily funds organizations in the area of human services. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in KS.
Bernard And Effie Jo Wade Family Foundation Ltd has distributed a total of $209K across 5 grants. The median grant size is $41K, with an average of $42K. Individual grants have ranged from $35K to $46K.
Bernard And Effie Jo Wade Family Foundation Ltd typically selects its grantees rather than accepting unsolicited proposals.
Bernard And Effie Jo Wade Family Foundation Ltd is headquartered in TULSA, OK.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| William R Wade | DIRECTOR / PRESIDENT | $6K | $0 | $6K |
| Richard L Wade | DIRECTOR / SECRETARY / TREASURER | $6K | $0 | $6K |
| David A Carpenter | DIRECTOR / GENERAL COUNSEL | $750 | $0 | $750 |
| Kyle W Stephens | DIRECTOR / VICE PRESIDENT | $500 | $0 | $500 |
Total Giving
$59K
Total Assets
$743K
Fair Market Value
$743K
Net Worth
$743K
Grants Paid
$35K
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
$35K
Total Grants
5
Total Giving
$209K
Average Grant
$42K
Median Grant
$41K
Unique Recipients
1
Most Common Grant
$46K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Coffeyville Area Community FoundationCHARITABLE | Coffeyville, KS | $35K | 2023 |