BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD

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Plain text BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD. furp.org, nonprofit organization profile, tax years 2014–2025. https://furp.org/org/bernard-and-effie-jo-wade-family-foundation-ltd-464209907. Retrieved 2026-10-31.

APA furp.org. (n.d.). BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD [Nonprofit organization profile; tax years 2014–2025]. Retrieved October 31, 2026, from https://furp.org/org/bernard-and-effie-jo-wade-family-foundation-ltd-464209907

MLA “BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD.” furp.org, tax years 2014–2025, https://furp.org/org/bernard-and-effie-jo-wade-family-foundation-ltd-464209907. Accessed 31 Oct. 2026.

Retrieved 2026-10-31; covers tax years 2014–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $23K · expenses $58K · assets $826K

EIN
46-4209907
Address
1437 S BOULDER AVE STE 1200, TULSA, OK 74119-3636
NTEE code
P99
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
May 2014 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

7 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
William R Wade DIRECTOR / PRESIDENT2014-2025 $6,000$74,000 1
Richard L Wade DIRECTOR / SECRETARY / TREASURER2014-2025 $6,000$74,000 1
Allison Hess DIRECTOR2025 $1,000$1,000 1
Tracy Wade DIRECTOR2025 $1,000$1,000 1
Brian Wade DIRECTOR2025 $1,000$1,000 1
Kyle W Stephens (former) DIRECTOR / VICE PRESIDENT2014-2024 $500$5,500 1
David A Carpenter (former) DIRECTOR / GENERAL COUNSEL2014-2024 $750$5,100 2

People by year

2025 · 5 people listed · 5 paid, $15K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM R WADE DIRECTOR / PRESIDENT2 $6,000-$0 $6,0001
RICHARD L WADE DIRECTOR / SECRETARY / TREASURER2 $6,000-$0 $6,0001
ALLISON HESS DIRECTOR1 $1,000-$0 $1,0001
TRACY WADE DIRECTOR1 $1,000-$0 $1,0001
BRIAN WADE DIRECTOR1 $1,000-$0 $1,0001
2024 · 4 people listed · 4 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM R WADE DIRECTOR / PRESIDENT2 $6,000-$0 $6,0001
RICHARD L WADE DIRECTOR / SECRETARY / TREASURER2 $6,000-$0 $6,0001
DAVID A CARPENTER DIRECTOR / GENERAL COUNSEL2 $750-$0 $7502
KYLE W STEPHENS DIRECTOR / VICE PRESIDENT1 $500-$0 $5001
2023 · 4 people listed · 4 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM R WADE DIRECTOR / PRESIDENT2 $6,000-$0 $6,0001
RICHARD L WADE DIRECTOR / SECRETARY / TREASURER2 $6,000-$0 $6,0001
DAVID A CARPENTER DIRECTOR / GENERAL COUNSEL2 $750-$0 $7502
KYLE W STEPHENS DIRECTOR / VICE PRESIDENT1 $500-$0 $5001
2022 · 4 people listed · 4 paid, $17K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM R WADE DIR & PRES2 $8,000-- $8,0001
RICHARD L WADE DIR & SEC/TREAS2 $8,000-- $8,0001
DAVID A CARPENTER DIR/GEN CNSL2 $750-- $7502
KYLE W STEPHENS DIR & V.P.1 $500-- $5001
2021 · 4 people listed · 4 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM R WADE DIR & PRES2 $6,000-- $6,0001
RICHARD L WADE DIR & SEC/TREAS2 $6,000-- $6,0001
DAVID A CARPENTER DIR/GEN CNSL2 $750-- $7502
KYLE W STEPHENS DIR & V.P.1 $500-- $5001
2020 · 4 people listed · 4 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM R WADE DIR & PRES2 $6,000-- $6,0001
RICHARD L WADE DIR & SEC/TREAS2 $6,000-- $6,0001
KYLE W STEPHENS Director1 $500-- $5001
DAVID A CARPENTER DIR/GEN CNSL2 $500-- $5002
2019 · 4 people listed · 4 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM R WADE DIR & PRES2 $6,000-- $6,0001
RICHARD L WADE DIR & SEC/TREAS2 $6,000-- $6,0001
KYLE W STEPHENS Director1 $500-- $5001
DAVID A CARPENTER DIR/GEN CNSL2 $500-- $5002
2018 · 4 people listed · 4 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM R WADE DIR & PRES2 $6,000-- $6,0001
RICHARD L WADE DIR & SEC/TREAS2 $6,000-- $6,0001
KYLE W STEPHENS Director1 $500-- $5001
DAVID A CARPENTER DIR/GEN CNSL2 $500-- $5002
2017 · 4 people listed · 4 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM R WADE DIR & PRES2 $6,000-- $6,0001
RICHARD L WADE DIR & SEC/TREAS2 $6,000-- $6,0001
DAVID A CARPENTER DIR/GEN CNSL2 $600-- $6002
KYLE W STEPHENS Director1 $500-- $5001
2016 · 4 people listed · 3 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM R WADE DIR & PRES2 $6,000-- $6,0001
RICHARD L WADE DIR & SEC/TREAS2 $6,000-- $6,0001
KYLE W STEPHENS Director1 $500-- $5001
DAVID A CARPENTER DIR/GEN CNSL2 $0-- $02
2015 · 4 people listed · 3 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM R WADE DIR & PRES2 $6,000-- $6,0001
RICHARD L WADE DIR & SEC/TREAS2 $6,000-- $6,0001
KYLE W STEPHENS Director1 $500-- $5001
DAVID A CARPENTER DIR/GEN CNSL2 $0-- $02
2014 · 4 people listed · 3 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM R WADE DIR & PRES2 $6,000-- $6,0001
RICHARD L WADE DIR & SEC/TREAS2 $6,000-- $6,0001
KYLE W STEPHENS Director1 $500-- $5001
DAVID A CARPENTER DIR/GEN CNSL2 $0-- $02

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 1 grant to organizations · $39K
2024 · 1 grant to organizations · $42K
2023 · 1 grant to organizations · $35K
2022 · 1 grant to organizations · $46K
2021 · 1 grant to organizations · $41K
2020 · 1 grant to organizations · $41K
2019 · 1 grant to organizations · $41K
2018 · 1 grant to organizations · $40K
2017 · 1 grant to organizations · $42K
2016 · 1 grant to organizations · $40K
2015 · 1 grant to organizations · $46K
2014 · 4 grants to organizations · $45K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2014 · 1 contributor · $863K
#ContributorTypeCity, stateTotalNoncashSource
1 BERNARD EFFIE JOAN WADE CRUT Person TULSA, OK $862,963$842,518 Form 990PF Sch. B, 2014 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$23,337$58,469 $825,833$825,833 -- $15,000--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$53,218$60,753 $772,735$772,735 -- $13,250--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$20,457$59,090 $743,286$743,286 -- $13,250--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$19,218$69,976 $690,402$690,402 -- $17,250--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$46,202$61,243 $741,160$741,160 -- $13,250--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$15,832$65,842 $753,440$753,440 -- $13,000--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$156,490$60,790 $803,450$803,450 -- $13,000--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$34,474$60,350 $707,750$707,750 -- $13,000--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$38,104$64,298 $736,958$733,626 -- $13,100--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$27,130$62,119 $804,564$759,820 -- $12,500--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$16,984$67,829 $868,724$794,809 -- $12,500--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$888,567$64,397 $852,067$845,654 $862,963- $12,500--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SHEPARDS WATCH FOUNDATIONOKP99 $13,741- DIRECTOR$0 Same NTEE code P99, revenue within 2x, same state
MOORE CHAMBER FOUNDATIONOKP99 $13,104$5,311 Chair$0 Same NTEE code P99, revenue within 2x, same state
INTEGRATED COUNSELING & EDUCATIONAL SERVICES INCOKP99 $40,730$28,944 PRESIDENT$0 Same NTEE code P99, revenue within 2x, same state
LEFLORE COUNTY BRIDGES OUT OF POVERTY LLCOKP99 $20,077$15,954 Executive Director$0 Same NTEE code P99, revenue within 2x, same state
LIANG WANG FAMILY FOUNDATION INCCAP99 $20,000$32,097 CEO$0 Same NTEE code P99, revenue within 2x
PACK FAMILY FOUNDATIONTXP99 $20,000$9,788 DIRECTOR$0 Same NTEE code P99, revenue within 2x
MCCLOUGHAN FAMILY FOUNDATIONMNP99 $13,793$10,025 PRESIDENT & DIRECTOR$0 Same NTEE code P99, revenue within 2x
MULAMOOTTIL FAMILY FOUNDATIONCAP99 $20,000$46,315 TRUSTEE$0 Same NTEE code P99, revenue within 2x
PEIRANO FAMILY FOUNDATION INCFLP99 $29,537$33,196 SECRETARY$0 Same NTEE code P99, revenue within 2x
KIRKPATRICK FAMILY FOUNDATIONCAP99 $40,255$49,124 PRESIDENT$0 Same NTEE code P99, revenue within 2x
BE FABULOUS FOUNDATION INCNYP99 $32,855$32,620 PRESIDENTTREASURER$0 Same NTEE code P99, revenue within 2x
EVER AFTER FOUNDATIONNVP99 $16,500- PRESIDENT$0 Same NTEE code P99, revenue within 2x
ASAC FOUNDATIONVAP99 $38,554$50,409 DIRECTOR$0 Same NTEE code P99, revenue within 2x
FARSITE FOUNDATIONCAP99 $36,539$57,167 President$0 Same NTEE code P99, revenue within 2x
LA JOLLA WOMANS CLUB FOUNDATION INCCAP99 $39,361$23,257 President$0 Same NTEE code P99, revenue within 2x
THE LAMONT AND KRISSENDA SOLOMON FOUNDATIONMIP99 $23,000$20,857 PRESIDENT$0 Same NTEE code P99, revenue within 2x
BOUNDLESS FOUNDATIONTNP99 $21,673$21,940 President$0 Same NTEE code P99, revenue within 2x
JQ FOUNDATION CORPFLP99 $35,911$19,264 PRESIDENT$0 Same NTEE code P99, revenue within 2x
JOSEPH DANIEL HOWARD FOUNDATION INCGAP99 $15,998$4,283 PRESIDENT$0 Same NTEE code P99, revenue within 2x
THE@JULIE A GESSNER FOUNDATIONMNP99 $22,178$8,174 TRUSTEE$4,350 Same NTEE code P99, revenue within 2x
DMR FOUNDATIONMOP99 $30,000$13,761 PRESIDENT$0 Same NTEE code P99, revenue within 2x
MNJ FOUNDATIONCAP99 $15,677$7,300 President$0 Same NTEE code P99, revenue within 2x
HRA FOUNDATIONGAP99 $38,523$34,260 TRUSTEE$0 Same NTEE code P99, revenue within 2x
THE PROMISE LAND FOUNDATION INCFLP99 $13,454$14,536 PRESIDENT$0 Same NTEE code P99, revenue within 2x
VAID FOUNDATIONCAP99 $24,863$4,852 President$0 Same NTEE code P99, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
GIVE BACK FOUNDATION DAF sponsor$698,4427 12018–2024 ROGER L VON AMELUNXEN FOUNDATION INC
FORGOOD INC DAF sponsor$322,38911 32017–2024 MAME JAARA FOUNDATION; SAN ANTONIO AMPUTEE FOUNDATION; SANTEE-LAKESIDE ROTARY CLUB FOUNDATION
UNITED WAY OF PALM BEACH COUNTY INC DAF sponsor$297,3325 12011–2015 ROGER L VON AMELUNXEN FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$254,06615 42019–2025 ORP CHARITABLE FOUNDATION; SHEILA BYRD FOUNDATION FOR BETTER VISION; SOUTOURA FOUNDATION; MANSARAY FOUNDATION INC
GLOBAL IMPACT DAF sponsor$237,3317 22009–2019 ROGER L VON AMELUNXEN FOUNDATION INC; NF TEAM FOUNDATION
RSF SOCIAL FINANCE INC DAF sponsor$188,0002 12023–2024 CIRCLE OF HEARTS FOUNDATION
IMPACTASSETS INC DAF sponsor$130,9002 12023–2024 CIRCLE OF HEARTS FOUNDATION
THE BLACKBAUD GIVING FUND DAF sponsor$53,5052 12023–2025 BOUNDLESS FOUNDATION
MILE HIGH UNITED WAY INC DAF sponsor$50,0002 12019–2020 RICKS FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$45,3004 32021–2024 VERB FOUNDATION; CIRCLE OF HEARTS FOUNDATION; JUSTIN HOPE FOUNDATION
GARY NFP Private foundation$37,5002 12021–2022 CIRCLE OF HEARTS FOUNDATION
UNITED WAY OF NEW YORK CITY DAF sponsor$31,8702 12009–2010 ROGER L VON AMELUNXEN FOUNDATION INC
COMMUNITIES FOUNDATION OF OKLAHOMA INC DAF sponsor$26,9861 12021–2021 MOORE CHAMBER FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$25,0001 12020–2020 CIRCLE OF HEARTS FOUNDATION
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$25,0001 12021–2021 CIRCLE OF HEARTS FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $58,469 spent · pay $15,000 · grants $39,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $39,000 66.7%
Pay: officers, directors, trustees $15,000 25.7%
Fees: other professional $3,256 5.6%
Fees: accounting $700 1.2%
Taxes $498 0.9%
Interest $15 0.0%
Total$58,469100%

View the filing

2024 · Form 990PF · $60,753 spent · pay $13,250 · grants $42,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $42,500 70.0%
Pay: officers, directors, trustees $13,250 21.8%
Fees: other professional $3,138 5.2%
Fees: accounting $900 1.5%
Other expenses $682 1.1%
Taxes $283 0.5%
Total$60,753100%

View the filing

2023 · Form 990PF · $59,090 spent · pay $13,250 · grants $35,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $35,000 59.2%
Pay: officers, directors, trustees $13,250 22.4%
Other expenses $6,318 10.7%
Fees: other professional $3,178 5.4%
Fees: accounting $975 1.7%
Taxes $369 0.6%
Total$59,090100%

View the filing

2022 · Form 990PF · $69,976 spent · pay $17,250 · grants $46,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $46,000 65.7%
Pay: officers, directors, trustees $17,250 24.7%
Fees: other professional $5,036 7.2%
Fees: accounting $975 1.4%
Taxes $715 1.0%
Total$69,976100%

View the filing

2021 · Form 990PF · $61,243 spent · pay $13,250 · grants $41,250 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $41,250 67.4%
Pay: officers, directors, trustees $13,250 21.6%
Fees: other professional $5,461 8.9%
Fees: accounting $975 1.6%
Taxes $307 0.5%
Total$61,243100%

View the filing

2020 · Form 990PF · $65,842 spent · pay $13,000 · grants $41,024 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $41,024 62.3%
Pay: officers, directors, trustees $13,000 19.7%
Taxes $5,768 8.8%
Fees: other professional $5,071 7.7%
Fees: accounting $975 1.5%
Interest $4 0.0%
Total$65,842100%

View the filing

2019 · Form 990PF · $60,790 spent · pay $13,000 · grants $40,874 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $40,874 67.2%
Pay: officers, directors, trustees $13,000 21.4%
Fees: other professional $5,261 8.7%
Fees: accounting $975 1.6%
Taxes $680 1.1%
Total$60,790100%

View the filing

2018 · Form 990PF · $60,350 spent · pay $13,000 · grants $40,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $40,000 66.3%
Pay: officers, directors, trustees $13,000 21.5%
Fees: other professional $5,536 9.2%
Fees: accounting $975 1.6%
Taxes $647 1.1%
Interest $192 0.3%
Total$60,350100%

View the filing

2017 · Form 990PF · $64,298 spent · pay $13,100 · grants $42,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $42,500 66.1%
Pay: officers, directors, trustees $13,100 20.4%
Fees: other professional $5,730 8.9%
Interest $1,506 2.3%
Fees: accounting $975 1.5%
Taxes $487 0.8%
Total$64,298100%

View the filing

2016 · Form 990PF · $62,119 spent · pay $12,500 · grants $40,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $40,500 65.2%
Pay: officers, directors, trustees $12,500 20.1%
Fees: other professional $6,598 10.6%
Interest $1,207 1.9%
Fees: accounting $975 1.6%
Taxes $339 0.5%
Total$62,119100%

View the filing

2015 · Form 990PF · $67,829 spent · pay $12,500 · grants $45,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $45,500 67.1%
Pay: officers, directors, trustees $12,500 18.4%
Fees: other professional $5,554 8.2%
Fees: legal $2,000 2.9%
Fees: accounting $1,260 1.9%
Interest $544 0.8%
Taxes $471 0.7%
Total$67,829100%

View the filing

2014 · Form 990PF · $64,397 spent · pay $12,500 · grants $45,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $45,000 69.9%
Pay: officers, directors, trustees $12,500 19.4%
Fees: other professional $4,115 6.4%
Fees: legal $2,000 3.1%
Fees: accounting $775 1.2%
Interest $4 0.0%
Other expenses $3 0.0%
Total$64,397100%

View the filing

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