Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
The JADA Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)504 NW 19th
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Oklahoma City, OK73103
A Employer identification number

26-0602878
B Telephone number (see instructions)

(405) 232-8686
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,586J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 21,747
2 Check bullet.............
3 Interest on savings and temporary cash investments 9 9 9
4 Dividends and interest from securities... 0    
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -708
b Gross sales price for all assets on line 6a 20,381
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0    
12 Total. Add lines 1 through 11........ 21,048 9 9
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... Click to see attachment 600     600
c Other professional fees (attach schedule).... 0      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 0      
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 0      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 600 0   600
25 Contributions, gifts, grants paid....... 20,344 20,344
26 Total expenses and disbursements. Add lines 24 and 25 20,944 0   20,944
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 104
b Net investment income (if negative, enter -0-) 9
c Adjusted net income (if negative, enter -0-)... 9
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,540 Click to see attachment2,644 2,586
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,540 2,644 2,586
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 2,540 2,644
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 2,540 2,644
31 Total liabilities and net assets/fund balances (see instructions). 2,540 2,644
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,540
2
Enter amount from Part I, line 27a .....................
2
104
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,644
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,644
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Liberty Broadband D 2018-01-31 2018-05-25
b Liberty Broadband D 2018-01-31 2018-01-31
c Liberty Media D 2018-01-31 2018-04-18
d Liberty Media D 2018-01-31 2018-01-31
e Liberty Media D 2018-01-31 2018-05-25
Liberty Media D 2018-01-31 2018-05-25
Autodesk Inc D 2018-09-28 2018-09-28
Procter & Gamble Co D 2018-05-24 2018-05-25
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 295 0 469 -174
b 896 0 954 -58
c 347 0 442 -95
d 2,306 0 2,416 -110
e 502 0 680 -178
198 0 288 -90
4,937 0 4,996 -59
10,900 0 10,844 56
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 -174
b 0 0 0 -58
c 0 0 0 -95
d 0 0 0 -110
e 0 0 0 -178
0 0 0 -90
0 0 0 -59
0 0 0 56
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -708
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -708
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 9,150 0 0.000000
2016 12,880 1,939 6.642599
2015 10,430 5,527 1.887100
2014 12,888 15,704 0.820683
2013 7,692 10,801 0.712156
2
Total of line 1, column (d) .....................
2
10.062538
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
2.012508
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
0
5
Multiply line 4 by line 3......................
5
0
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
0
7
Add lines 5 and 6........................
7
0
8
Enter qualifying distributions from Part XII, line 4,.............
8
20,944
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
     
    No
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
     
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletFoundation Telephone no.bullet (405) 232-8686

    Located atbullet504 NW 19th StreetOklahoma CityOK ZIP+4bullet73103
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    David Edmonds Trustee
    1.00     		0 0 0
    504 NW 15th Street
    Oklahoma City,OK73103
    Jane Edmonds Trustee
    1.00     		0 0 0
    504 NW 15th Street
    Oklahoma City,OK73103
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 Our Lady's of Perpetual Help Direct Cash Payment 3,100
    2 Catholic Charities Direct Cash Payment 11,250
    3 Bishop John Carroll School Direct Cash Payment 1,055
    4 Teen Referral Center Direct Cash Payment 500
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    0
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    0
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    0
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    0
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    0
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    20,944
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    20,944
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    20,944
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 0
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 7,765
    b From 2014...... 12,958
    c From 2015...... 10,497
    d From 2016...... 12,880
    e From 2017...... 9,150
    fTotal of lines 3a through e........ 53,250
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 20,944
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount.....  
    e Remaining amount distributed out of corpus 20,944
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 74,194
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		7,765
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		66,429
    10 Analysis of line 9:
    a Excess from 2014.... 12,958
    b Excess from 2015.... 10,497
    c Excess from 2016.... 12,880
    d Excess from 2017.... 9,150
    e Excess from 2018.... 20,944
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
    0 0 12 154 166
    b 85% of line 2a ......... 0 0 10 131 141
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		20,944 9,150 12,880 10,497 53,471
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		20,944 9,150 12,880 10,497 53,471
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 2,586 2,540 3,406 532 9,064
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 2,586 2,540 3,406 532 9,064
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		0 0 97 276 373
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		21,747 8,342 18,845 1,961 50,895
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		0 0 0 0 0
    (3) Largest amount of support
    from an exempt organization    		 0 0 0 0 0
    (4) Gross investment income 0 0 2,415 6,722 9,137
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    David Edmonds
    Jane Edmonds
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Bishop John Carroll School
    1100 NW 32th St
    Oklahoma City,OK73118     		  Public Educational 1,055
    Bishop Mcguiness High School
    801 NW 50th St
    Oklahoma City,OK73118     		  Public Educational 300
    World Neighbors
    4127 NW 122nd St
    Oklahoma City,OK73120     		  Public Charitable 50
    Mount St Mary High School
    2801 s Shartel Ave
    Oklahoma City,OK73109     		  Public Educational 0
    Sisters of Benedict
    728 Richland Road SW
    Piedmont,OK73078     		  Public Religious 0
    Infant Crisis Services Inc
    1933 NW 39th St
    Oklahoma City,OK73118     		  Public Charitable 130
    Vinita Public Schools Educational Fd
    PO Box 408
    Vinta,OK74301     		  Public Educational 0
    Oklahoma Outreach Foundation
    1700 W Britton Road
    Oklahoma City,OK73120     		  Public Charitable 0
    Payne County Education Center
    315 W 6th
    Stillwater,OK74074     		  Public Educational 0
    Vinta Public Schools Educational Foundation
    PO Box 408
    Vinita,OK74301     		  Public Educational 0
    Westminster School
    600 NW 44th Street
    Oklahoma City,OK73118     		  Public Educational 0
    Archdiocese of Oklahoma City
    PO Box 32180
    Oklahoma City,OK73123     		  Public Religious 10,000
    Celebrations Preschool Inc
    5716 South Wstern Ave
    Oklahoma City,OK73189     		  Public Educational 0
    A Chance to Change
    5228 Classen Circle
    Oklahoma City,OK73118     		  Public Educational 0
    University of Oklahoma Foundation
    100 Timberdell Rd
    Norman,OK73019     		  Public Educational 0
    American Heart Association
    5700 N Prtland Ave 203
    Oklahoma City,OK73112     		  Public Medical 0
    Allied Arts Oklahoma
    1015 N Broadway 200
    Oklahoma City,OK73102     		  Public Educational 0
    Historical Preservation Fund
    2401 N Laird Ave
    Oklahoma City,OK73105     		  Public Educational 0
    Little Light House
    5120 E 36th St
    Tulsa,OK74135     		  Public Educational 0
    Notre Dame Club of Oklahoma City
    5400 N Grand Blvd Ste 545
    Oklahoma City,OK73112     		  Public Educational 35
    Overholser Mansion Preservation
    405 NW 15th Street
    Oklahoma City,OK73103     		  Public Educational 160
    Oklahoma Zoological Society
    2101 NE 50th St
    Oklahoma City,OK73111     		  Public Educational 0
    Oklahoma City University
    2501 N Blackwelder Ave
    Oklahoma City,OK73105     		  Public Educational 0
    Umiversity of Oklahoma Sooner Club
    180 W Brooks
    Norman,OK73019     		  Public Educational 0
    St Patricks Church
    2121 N Portland Ave
    Oklahoma City,OK73107     		  Public Religious 455
    Tourette Syndrome Association
    42 Bell Blvd 205
    Bayside,NY11361     		  Public Educational 0
    American Diabetes Association
    1701 N Beauregard St
    Alexandra,VA22331     		  Public Medical 0
    United Way of Oklahoma City
    1315 N Broadway Place
    Oklahoma City,OK73103     		  Public Charitable 110
    Christmas Cheer
    PO Box
    Oklahoma City,OK73123     		  Public Charitable 0
    Heritage Hills Association
    131 NW 18th
    Oklahoma City,OK73103     		  Public Charitable 300
    Oklahoma City Museum of Arts
    415 Couch Dr
    Oklahoma City,OK73102     		  Public Educational 0
    Catholic Charities
    1501 N Classen Blvd
    Oklahoma City,OK73106     		  Public Religious 1,250
    Multiple Sclerosis Society
    4606 E 67th St
    Tulsa,OK74136     		  Public Medical 0
    American Cancer Society
    6525 N Meridian
    Oklahoma City,OK73116     		  Public Medical 0
    Fairview Cemetery
    123 S 6th Ave
    Fairview,OK73737     		  Public Charitable 0
    Jesus House
    1335 W Sheridan Ave
    Oklahoma City,OK73106     		  Public Charitable 0
    Monte Cassino School
    2206 S Lewis Ave
    Tulsa,OK74114     		  Public Educational 0
    Rosemont Early Childhood PTA
    719 N Montclair Ave
    Dallas,TX75208     		  Public Educational 0
    Southern Poverty Law Center
    400 Washington Ave
    Montgomery,AL36104     		  Public Charitable 0
    St Eugenes School
    2400 W Hefner Rd
    Oklahoma City,OK73120     		  Public Educational 0
    Gand Lake Community Ministries
    268 W Broadway
    Langley,OK74350     		  Public Religious 0
    Christ the King School
    8005 Dorset Dr
    Oklahoma City,OK73120     		  Public Educational 0
    Classen School of Fine Arts
    1901 N Ellison St
    Oklahoma City,OK73106     		  Public Educational 0
    Mount St Marys High School
    2801 S Shartel Ave
    Oklahoma City,OK73109     		  Public Educational 0
    Oklahoma Institute for Child Advocacy
    3909 N Classen Blvd
    Oklahoma City,OK73118     		  Public Educational 0
    Our Lady's of Perpetual Help
    3214 N Lake
    Oklahoma City,OK73118     		  Public Religious 3,100
    Rainbow Fleet
    3024 Paseo
    Oklahoma City,OK73103     		  Public Educational 0
    Red Plains Spiritual Central
    728 Richland Rd SW
    Piedmont,OK73078     		  Public Religious 0
    St Mary of the Woods
    1 St Mary of the Woods
    St Mary of the Woods,IN47876     		  Public Educational 200
    Susan G Komen Foundation
    115 Park Ave
    Oklahoma City,OK73102     		  Public Medical 0
    Touchstone Youth Project
    PO Box 643
    Oklahoma City,OK73101     		  Public Educational 0
    Nation Trust for Historic Preservation
    1785 Massachusetts Ave NW
    Washington,DC20036     		  Public Educational 0
    ACLU of Oklahoma
    3000 Paseo DR
    Oklahoma City,OK73103     		  Public Educational 0
    Eastern Golf Club
    PO Box 20129
    Oklahoma City,OK73156     		  Public Educational 0
    East Central University
    1100 E 14th
    Ada,OK74820     		  Public Educational 0
    Monte Cassino School
    2206 S Lewis Ave
    Tulsa,OK74114     		  Public Educational 0
    Nichols Hills United Methodist Church
    1212 Bedford Dr
    Oklahoma City,OK73116     		  Public Religious 0
    Oklahoma City Food Bank
    3355 S Purdue St
    Oklahoma City,OK73137     		  Public Charitable 0
    St Francis Roman Catholic Church
    1901 NW 18th
    Oklahoma City,OK73106     		  Public Religious 125
    St Charles Borromeo
    5024 N Grove Ave
    Warr Arces,OK73122     		  Public Religious 0
    KGOU
    860 Van Vleet Oval
    Norman,OK73019     		  Public Educational 120
    Oklahoma Catholic Broadcasting
    PO Box 1428
    Guthrie,OK73044     		  Public Religious 75
    Heartline Inc
    PO Box 12832
    Oklahoma City,OK73157     		  Public Medical 0
    St Luke's
    222 NW 15th
    Oklahoma City,OK73112     		  Pub;ic Religious 0
    Teen Recovery Solutions
    720 W Wilshire Blvd
    Oklahoma City,OK73116     		  Public Educational 300
    Myriad Botanical Gardens
    301 West Reno
    Oklahoma City,OK73102     		  Public Educational 0
    St Joseph Peruvian Mission Fund
    8008 Lakehurst Dr
    Oklahoma City,OK73120     		  Public Educational 0
    Good Shepherd Ministries
    1201 N Robinson
    Oklahoma City,OK73103     		  Public Medical 0
    Wesleyan University
    45 Wyllys Ave
    Middletown,CT06459     		  Public Educational 0
    Sally's List
    PO Box18327
    Oklahoma City,OK73154     		  Public Educational 0
    Edmond Memorial High School
    1000 E 15th St
    Edmond,OK73013     		  Public Educational 100
    Fairview Baptist Church
    1230 N Sooner Rd
    Edmond,OK73034     		  Public Religious 0
    Arts Council of Wilson
    124 Nash St SW
    Wilson,NC27893     		  Public Educational 0
    The Recovery Center
    1215 NW 25th St
    Oklahoma City,OK73106     		  Public Educational 500
    OETA Foundation
    PO Box 14190
    Oklahoma City,OK73113     		  Public Educational 125
    PASS Learning Center
    203 N LaSalle
    Chicago,IL60601     		  Public Educational 25
    Grace Covenant Church
    5949 NW 39th St
    Oklahoma City,OK73122     		  Public Religious 0
    ALS Association
    1275 K Street NW
    Washington,DC20005     		  Public Educational 0
    Oklahoma Historical Society
    800 Nazih Zuhdi Drive
    Oklahoma City,OK73105     		  Public Educational 50
    Delta Tau Delta Fraternity
    10000 Allisonville Rd
    Fishers,IN46038     		  Public Educational 0
    Cleora Community Fire Department
    30577 S Highway 85
    Cleora,OK74331     		  Public Charitable 0
    Red Andrews Christmas Dinner Foundation
    PO Box 5369
    Norman,OK73070     		  Public Charitable 0
    Sister BJ's Pantry
    819 NW 4th St
    Oklahoma City,OK73106     		  Public Charitable 0
    Central Okla American Indian Health Council Inc
    4913 W Reno
    Oklahoma City,OK73127     		  Medical Charitable 0
    Brotherhood Elite Athletic Inc
    220 Beard Dr
    Oklahoma City,OK73110     		  Public Charitable 0
    Peaceful Animal Adoption Shelter
    PO Box 491
    Vinita,OK74301     		  Public Charitable 0
    Oklahoma City Beautiful
    3535 N Classen Blvd
    Oklahoma City,OK73118     		  Public Educational 0
    Preservation Oklahoma
    405 NW 15th St
    Oklahoma City,OK73103     		  Public Educational 500
    Mayo Clinic
    200 First St
    Rochester,MN55905     		  Public Medical Research 0
    Foundation for Alcholism Research
    PO Box 31135
    Chicago,IL60631     		  Public Educational 0
    Blue House Foundation Inc
    PO Box 1045
    Sayville,NY11782     		  Public Charitable 10
    Diocesan Publications
    1050 74th St SW
    Byron Center,MI49315     		  Public Religious 325
    Oklahoma City Community Foundation
    1000 N Broadway Ave
    Oklahoma City,OK73102     		  Public Charitable 369
    Leukemia & Lymphoma Socity
    500 N Broadway Suite 250
    Oklahoma City,OK73102     		  Public Medical Research 100
    Vinnie Ream Cultural Center
    1110 W Canadian
    Vinita,OK74301     		  Public Educational 450
    Tourette Syndrome Association
    42 Bell Blvd Ste 205
    Bayside,NY11361     		  Public Medical Research 25
    Total .................................bullet 3a 20,344
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities.... 900001 0 14 0  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900001 -708 14 -708 -708
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -708 -708 -708
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -2,124
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    4 & 8 Earnings needed to extend the principal funds for future Caritable gifts.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    The JADA Foundation
    EIN:
    26-0602878
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Michael Dallman Tax Compliance 600     600

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    The JADA Foundation
    EIN:
    26-0602878
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Liberty Broadband 2018-01 Donated 2018-05   295 469     -174  
    Liberty Broadband 2018-01 Donated 2018-01   896 954     -58  
    Liberty Media 2018-01 Donated 2018-04   347 442     -95  
    Liberty Media 2018-01 Donated 2018-01   2,306 2,416     -110  
    Liberty Media 2018-01 Donated 2018-05   502 680     -178  
    Liberty Media 2018-01 Donated 2018-05   198 288     -90  
    Autodesk Inc 2018-09 Donated 2018-09   4,937 4,996     -59  
    Procter & Gamble Co 2018-05 Donated 2018-05   10,900 10,844     56  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    The JADA Foundation
    EIN:
    26-0602878
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Wells Fargo Advisors brokerage account 2,644 2,586