Nonprofit · EIN 46-4209907
BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD
Tax-exempt · TULSA, OK 74119
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $23,337 | $58,469 | -$35,132 | $825,833 | $0 | $825,833 |
| December 31, 2024 | 990-PF | $53,218 | $60,753 | -$7,535 | $772,735 | $0 | $772,735 |
| December 31, 2023 | 990-PF | $20,457 | $59,090 | -$38,633 | $743,286 | $0 | $743,286 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $23,337
Expenses
- Grants and similar amounts paid
- $39,000
- Compensation of officers, directors and key employees
- $15,000
- Disbursements for charitable purposes
- $39,948
- Excise tax on investment income
- $67
Balance sheet and other
- Total assets, start of year
- $772,735
- Total assets, end of year
- $825,833
- Total liabilities, end of year
- $0
- Net assets, end of year
- $825,833
- Fair market value of assets
- $825,833
- Qualifying distributions
- $39,948
- Net investment income
- $23,337
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R WADE 31501 S HIGHWAY 125 CHATEAU 14, AFTON, OK 74331 | DIRECTOR / PRESIDENT | 2 | $6,000 |
| RICHARD L WADE 12714 232ND PL NE, REDMOND, WA 98053 | DIRECTOR / SECRETARY / TREASURER | 2 | $6,000 |
| ALLISON HESS 4609 GREEN TREE BLVD, MIDLAND, TX 79707 | DIRECTOR | 1 | $1,000 |
| TRACY WADE 17352 COYOTE LAKES PKWY, SURPRISE, AZ 85378 | DIRECTOR | 1 | $1,000 |
| BRIAN WADE 4334 SW FRONTENAC ST, SEATTLE, WA 98136 | DIRECTOR | 1 | $1,000 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R WADE 31501 S HIGHWAY 125 CHATEAU 14, AFTON, OK 74331 | DIRECTOR / PRESIDENT | 2 | $6,000 |
| RICHARD L WADE 12714 232ND PL NE, REDMOND, WA 98053 | DIRECTOR / SECRETARY / TREASURER | 2 | $6,000 |
| DAVID A CARPENTER 1437 S BOULDER AVE 1200, TULSA, OK 74119 | DIRECTOR / GENERAL COUNSEL | 2 | $750 |
| KYLE W STEPHENS PO BOX 806, COFFEYVILLE, KS 67337 | DIRECTOR / VICE PRESIDENT | 1 | $500 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R WADE 31501 S HIGHWAY 125 CHATEAU 14, AFTON, OK 74331 | DIRECTOR / PRESIDENT | 2 | $6,000 |
| RICHARD L WADE 12714 232ND PL NE, REDMOND, WA 98053 | DIRECTOR / SECRETARY / TREASURER | 2 | $6,000 |
| DAVID A CARPENTER 1437 S BOULDER AVE 1200, TULSA, OK 74119 | DIRECTOR / GENERAL COUNSEL | 2 | $750 |
| KYLE W STEPHENS PO BOX 806, COFFEYVILLE, KS 67337 | DIRECTOR / VICE PRESIDENT | 1 | $500 |
Address and contacts
- Address (IRS master file)
- 1437 S BOULDER AVE STE 1200, TULSA, OK 74119-3636
- In care of
- % DAVID A CARPENTER
- Signed the 990-PF
- WILLIAM R WADE, DIRECTOR
- Phone
- (832) 993-1105
- Return prepared by
- GARY C RICHTER CPA PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-4209907
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P99)
- Assets (IRS master file)
- $825,833
- Income (IRS master file)
- $23,337
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $23,337 | $58,469 | $825,833 | IRS |
| 990-PF | December 2024 | $53,218 | $60,753 | $772,735 | IRS |
| 990-PF | December 2023 | $20,457 | $59,090 | $743,286 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4209907).
Questions about BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD
- What is the EIN of BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD?
- The employer identification number (EIN) of BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD is 46-4209907.
- Is BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $6,000 (WILLIAM R WADE, DIRECTOR / PRESIDENT).
- How much revenue does BERNARD AND EFFIE JO WADE FAMILY FOUNDATION LTD have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,337, expenses of $58,469 and total assets of $825,833 at year end.
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