Civic Intelligence

Carol and David Adelson Family Foundation

EIN 82-3708339 • Tulsa, OK

Pub. 78 Eligible
1924 South Utica Ave Ste 530Tulsa, OK 74104
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-67%

Higher net margin than 7% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

29th percentile

-2.4%

Faster asset growth than 29% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

18%

Faster revenue growth than 62% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,984,437

Down $73,501 (-2.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,984,437

Down $73,501 (-2.4%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin7th percentile

Revenue

Up

$109,896

Up $16,486 (+18%) from 2023

Expenses

Up

$183,397

Up $7,360 (+4.2%) from 2023

Net Income

Up

-$73,501

Up $9,126 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $485,201Liabilities 2019: $0Net Assets 2019: $485,2012019Assets 2020: $1,663,208Liabilities 2020: $0Net Assets 2020: $1,663,2082020Assets 2021: $3,689,576Liabilities 2021: $265,000Net Assets 2021: $3,424,5762021Assets 2022: $3,140,565Liabilities 2022: $0Net Assets 2022: $3,140,5652022Assets 2023: $3,057,938Liabilities 2023: $0Net Assets 2023: $3,057,9382023Assets 2024: $2,984,437Liabilities 2024: $0Net Assets 2024: $2,984,4372024

Highlighted filing

2024

Assets$2,984,437
Liabilities$0
Net Assets$2,984,437
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $705,399Expenses 2019: $650Net Income 2019: $704,7492019Revenue 2020: $1,857,847Expenses 2020: $22,501Net Income 2020: $1,835,3462020Revenue 2021: $2,949,313Expenses 2021: $79,065Net Income 2021: $2,870,2482021Revenue 2022: $251,109Expenses 2022: $168,670Net Income 2022: $82,4392022Revenue 2023: $93,410Expenses 2023: $176,037Net Income 2023: -$82,6272023Revenue 2024: $109,896Expenses 2024: $183,397Net Income 2024: -$73,5012024

Highlighted filing

2024

Revenue$109,896
Expenses$183,397
Net Income-$73,501
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,984,437
Liabilities
$0
Net assets
$2,984,437
Revenue
$109,896
Expenses
$183,397
Net income
-$73,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.11$0.18$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.09$0.18$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.25$0.17$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.69$0.27$3.42$2.95$0.08$2.87
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$1.86$0.02$1.84
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.71$0.00$0.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID M ADELSONDirector-$0--
CAROL M ADELSONDirector-$0--
ANNE E ADELSONDirector-$0--
JOSEPH H ADELSONDirector-$0--
PETER A ADELSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Carol and David Adelson Family Foundation
EIN
82-3708339
In Care Of
% ZUNIS CAPITAL MANAGEMENT INC
Phone
9185249001
Address
1924 SOUTH UTICA AVE STE 530, TULSA, OK 74104

Signing Officer

Name
Carol M Adelson
Title
Director
Phone
9185249001
Signed
2025-05-14
Raw XML Appendix333 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt06693
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03346
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0315541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2222478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3262781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5207705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt613621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt756891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8268857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9219671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10128200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11533524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12185034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13120000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0403449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2238310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3335528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4104416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5336589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt620946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt783017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8337781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9303532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10169112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11849698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12207111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13125088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BOSTON OMAHA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DFA GLOBAL REAL ESTATE SECURIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DFA INVT DIMENSIONS GROUP INCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DFA INVT DIMENSIONS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4HARDING LOEVNER FDS INC INTL E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5VANGUARD 500 INDEX FUND ADMIRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VANGUARD SMALL-CAP INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7VANGUARD SMALL-CAP VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8EFT SERIES DISTILLATE US FUNDA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DFA INVT DIMENSIONS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DFA INVT DIMENSIONS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11VANGUARD INDEX FDS TOT STKIDX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13JPMORGAN MORTGAGE BKED SEC CL
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0304854
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0307012
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt076730
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt019091
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt013575
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0109396
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0109396
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03346
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03347
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06693
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt019091
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0173000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0173000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt076730
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt076730
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-73501
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0150511
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt013575
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt013575
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt019091
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0102360
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt024
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03680
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0176361
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07036
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0183397
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0109396
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0109896
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03361
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07036
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt056420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt175000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt068613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt175000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BOSTON OMAHA CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1US TREASURY NOTE 3.0%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt019091
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-73501
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02984437
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03057938
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02984437
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0191056
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0191056
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0191056
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0192479
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01423
IRS990PF/DistributableAmountGrp/TotalTaxAmt01423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010163
IRS990PF/FMVAssetsEOYAmt03867101
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01271
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt056953
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt056953
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt038820
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt031000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt031000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02705003
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02648583
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03529089
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03000985
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02927484
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03057938
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02984437
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03867101
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03057938
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02984437
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03057938
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02984437
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0312844
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0304854
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0307012
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03908202
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt064805
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03843397
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt058623
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0192479
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03849579
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03908202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID M ADELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROL M ADELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANNE E ADELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOSEPH H ADELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4PETER A ADELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01924 SOUTH UTICA AVE STE 530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11924 SOUTH UTICA AVE STE 530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21924 SOUTH UTICA AVE STE 530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31924 SOUTH UTICA AVE STE 530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41924 SOUTH UTICA AVE STE 530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd074104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd174104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd274104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd374104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd474104
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0176361
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0176361
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01924 SOUTH UTICA AVE STE 530
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TULSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ZUNIS CAPITAL MANAGEMENT INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum09185249001
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0173000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALL RECIPIENTS ARE 501(c)(3) ORGS SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0173000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03708
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0172653
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0191056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0176361
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0187348
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0172653
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL CHARITABLE REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE & DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
TaxesSchedule/TaxesDetail/Amt03680
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03680
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL M ADELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09185249001
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROL AND DAVID ADELSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0823708339
ReturnHeader/Filer/InCareOfNm0% ZUNIS CAPITAL MANAGEMENT INC
ReturnHeader/Filer/PhoneNum09185249001
ReturnHeader/Filer/USAddress/AddressLine1Txt01924 SOUTH UTICA AVE STE 530
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-05-14T16:32:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.