2021-06-14T07:32:22-07:00 2020-12-31 474609457 Halley McDaniel & Cuite PLLC 2727 E 21st Street Suite 102 Tulsa OK 74114 990PF 2020-01-01 464209907 BERNARD AND EFFIE JO WADE FAMILY FDN LTD BERN 9182981001 1437 S BOULDER AVE SUITE 1200 TULSA OK 74119 DAVID A CARPENTER DIR/GEN CNSL 2021-06-14 true DAVID A CARPENTER 999009999 MARY JANE HALLEY CPA P00094907 9184880809 X 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X X 817049 X X 9008 9008 6824 67009 6824 15832 15832 13000 12350 650 975 925 50 5071 4817 254 4 4 5768 239 24818 18335 954 41024 41024 65842 18335 41978 -50010 0 5337 4211 4211 798113 749229 812838 803450 753440 817049 0 X 803450 753440 803450 753440 803450 753440 803450 -50010 753440 753440 LONG TERM CAPITAL GAIN DIVIDENDS P 2018-01-01 2020-12-31 146 146 146 382.749 SH DIMENSIONAL FUND ADVISORS FIVE-YEAR GLOB P 2019-11-25 2020-06-10 4139 4201 -62 -62 1848.626 SH DIMENSIONAL FUND ADVISORS US CORE EQTY P 2016-11-25 2020-12-15 49108 43481 5627 5627 1101.504 SH DIMENSIONAL FUND ADVISORS WORLD EX US CO P 2019-11-25 2020-12-15 13616 12503 1113 1113 6824 -62 0 2760 2760 2760 2760 false false false false false false false true true OK true false false false false true N/A WILLIAM R WADE 8329931105 31501 S HIGHWAY 125 CHATEAU 14 AFTON OK 74331 false false false false false false false false false false false false false false false false false false false false false false WILLIAM R WADE 31501 S HIGHWAY 125 14 AFTON OK 74331 DIR & PRES 2.00 6000 RICHARD L WADE 12714 232ND PL NE REDMOND WA 98053 DIR & SEC/TREAS 2.00 6000 KYLE W STEPHENS PO BOX 806 COFFEYVILLE KS 67337 Director 1.00 500 DAVID A CARPENTER 6108 S MEMORIAL DR TULSA OK 741331933 DIR/GEN CNSL 2.00 500 NONE NONE 777003 2895 0 779898 0 779898 11698 768200 38410 38410 38410 38410 38410 41978 41978 41978 38410 575 4189 4764 41978 0 38410 3568 8332 0 575 7757 4189 3568 X COFFEYVILLE AREA COMMUNITY FOUNDATION PO BOX 635 COFFEYVILLE KS 67337 NONE PC CHARITABLE 41024 41024 14 9008 18 6824 15832 15832 false false false false false false false false false false TAX PREPARATION 975 925 0 50 CORPORATE STOCKS AT COST 749229 812838 MANAGEMENT FEE 5071 4817 0 254 FEDERAL EXCISE TAX 5529 FOREIGN TAX PAID 239 239