BETA

BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD (EIN 46-4209907)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-10
IRS object ID
202011629349100316
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-10T09:32:40-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474609457PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Halley McDaniel & Cuite PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12727 E 21st Street Suite 102AddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464209907EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERNARD AND EFFIE JO WADE FAMILY FDN LTDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBERNBusinessNameControlTxt
Phone9182981001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16108 SOUTH MEMORIAL DRIVEAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74133ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID A CARPENTERPersonNm
Person TitleDIR/GEN CNSLPersonTitleTxt
Signature2020-06-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY JANE HALLEY CPAPreparerPersonNm
PTINP00094907PTIN
Phone9184880809PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$820,480FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$17,216DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,216DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$139,274NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$487,763GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$139,274CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$156,490TotalRevAndExpnssAmt
Total Net Invst Incm$156,490TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$13,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$12,350CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$650CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$925AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$50AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,261OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,998OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$263OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$680TaxesRevAndExpnssAmt
Taxes Net Invst Incm$371TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$19,916TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,644TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$963TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,874ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,874ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,790TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,644TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$41,837TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$95,700ExcessRevenueOverExpensesAmt
Net Investment Income$137,846NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,343CashBOYAmt
Cash EOY$5,337CashEOYAmt
Cash EOYFMV$5,337CashEOYFMVAmt
Other Investments BOY$686,407OtherInvestmentsBOYAmt
Other Investments EOY$798,113OtherInvestmentsEOYAmt
Other Investments EOYFMV$815,143OtherInvestmentsEOYFMVAmt
Total Assets BOY$707,750TotalAssetsBOYAmt
Total Assets EOY$803,450TotalAssetsEOYAmt
Total Assets EOYFMV$820,480TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$707,750RetainedEarningBOYAmt
Retained Earning EOY$803,450RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$707,750TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$803,450TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$707,750TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$803,450TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$707,750TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$95,700ExcessRevenueOverExpensesAmt
Subtotal$803,450SubtotalAmt
Tot Net Ast Or Fund Balances EOY$803,450TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LONG TERM CAPITAL GAIN DIVIDENDSP2015-01-012019-02-01$481,544$348,489$133,055$133,055
CAPITAL GAIN DISTRIBUTIONSP$6,219$6,219$6,219
FieldValueIRS element (for citing)
Capital Gain Net Income$139,274CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,757InvestmentIncomeExciseTaxAmt
Subtotal$2,757SubtotalAmt
Tax Based On Investment Income$2,757TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$12EsPenaltyAmt
Tax Due$2,769TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM R WADEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8329931105PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line131501 S HIGHWAY 125 CHATEAU 14AddressLine1Txt
CityAFTONCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74331ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WILLIAM R WADE
31501 S HIGHWAY 125 14AFTONOK74331DIR & PRES2.00$6,000
RICHARD L WADE
12714 232ND PL NEREDMONDWA98053DIR & SEC/TREAS2.00$6,000
KYLE W STEPHENS
PO BOX 806COFFEYVILLEKS67337Director1.00$500
DAVID A CARPENTER
6108 S MEMORIAL DRTULSAOK741331933DIR/GEN CNSL2.00$500
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$798,031AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,366AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$820,397TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$820,397AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,306CashDeemedCharitableAmt
Net Vl Noncharitable Assets$808,091NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,405MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,405MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,757TaxBasedOnInvestmentIncomeAmt
Total Tax$2,757TotalTaxAmt
Distributable Before Adj$37,648DistributableBeforeAdjAmt
Distributable Before Ded$37,648DistributableBeforeDedAmt
Distributable As Adjusted$37,648DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,837ExpensesAndContributionsAmt
Qualifying Distributions$41,837QualifyingDistributionsAmt
Adjusted Qualifying Distri$41,837AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,648DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$575ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$575TotalExcessDistributionCyovAmt
Qualifying Distributions$41,837QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,648AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,189RemainingDistriFromCorpusAmt
Total Corpus$4,764TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,764ExcessDistriCyovToNextYrAmt
Excess From Year4$575ExcessFromYear4Amt
Excess From Current Year$4,189ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1COFFEYVILLE AREA COMMUNITY FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 635AddressLine1Txt
CityCOFFEYVILLECityNm
State AbbreviationKSStateAbbreviationCd
ZIP67337ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLEGrantOrContributionPurposeTxt
Amt$40,874Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,874TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,216ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$139,274ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$156,490ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$156,490TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$975Amt
Net Investment Income$925NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$50DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCORPORATE STOCKSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$798,113BookValueAmt
EOYFMV$815,143EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEECategoryTxt
Amt$5,261Amt
Net Investment Income$4,998NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$263DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX$309
FOREIGN TAX PAID$371$371

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