CAROL AND DAVID ADELSON FAMILY FOUNDATION: Form 990PF, tax year 2025
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- Organization
- CAROL AND DAVID ADELSON FAMILY FOUNDATION (EIN 82-3708339)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-04
- IRS object ID
- 202621249349101792
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-04T14:44:21-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823708339 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL AND DAVID ADELSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ZUNIS CAPITAL MANAGEMENT INC | InCareOfNm |
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 9185249001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1924 SOUTH UTICA AVE STE 530 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL M ADELSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9185249001 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,534,284 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,294,144 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,525 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,525 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,010,858 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,429,203 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,010,858 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,394,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,100,841 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,698 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,849 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,849 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,051 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,051 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $23 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,772 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,864 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $187,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $187,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $202,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $193,364 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,192,713 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,091,933 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,000 | CashBOYAmt |
| Cash EOY | $10,455 | CashEOYAmt |
| Cash EOYFMV | $10,455 | CashEOYFMVAmt |
| US Government Obligations BOY | $304,854 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $244,144 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $248,829 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,648,583 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,275,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,275,000 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,984,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,529,599 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,534,284 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $56,953 | CapitalStockBOYAmt |
| Capital Stock EOY | $56,953 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,927,484 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,472,646 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,984,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,529,599 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,984,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,529,599 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,984,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,192,713 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,177,150 | SubtotalAmt |
| Other Decreases | $1,647,551 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,529,599 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB S/T | 2025-01-01 | 2025-12-31 | $153,483 | $118,285 | $35,198 | $35,198 |
| CHARLES SCHWAB L/T | 2024-01-01 | 2025-12-31 | $6,275,720 | $3,300,060 | $2,975,660 | $2,975,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,010,858 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,978 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $42,978 | SubtotalAmt |
| Tax Based On Investment Income | $42,978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,740 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,740 | TotalPaymentsAndCreditsAmt |
| Tax Due | $34,238 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZUNIS CAPITAL MANAGEMENT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9185249001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1924 SOUTH UTICA AVE STE 530 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID M ADELSON | ||||||||
| 1924 SOUTH UTICA AVE STE 530 | TULSA | OK | 74104 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| CAROL M ADELSON | ||||||||
| 1924 SOUTH UTICA AVE STE 530 | TULSA | OK | 74104 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ANNE E ADELSON | ||||||||
| 1924 SOUTH UTICA AVE STE 530 | TULSA | OK | 74104 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JOSEPH H ADELSON | ||||||||
| 1924 SOUTH UTICA AVE STE 530 | TULSA | OK | 74104 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| PETER A ADELSON | ||||||||
| 1924 SOUTH UTICA AVE STE 530 | TULSA | OK | 74104 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,098,528 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,281 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,207,809 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,207,809 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,144,692 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $207,235 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $207,235 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,978 | TotalTaxAmt |
| Distributable Before Adj | $164,257 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $164,257 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $164,257 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $193,364 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $193,364 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $164,257 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $187,348 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $193,364 | QualifyingDistributionsAmt |
| Applied To Year1 | $187,348 | AppliedToYear1Amt |
| Applied To Current Year | $6,016 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $158,241 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALL RECIPIENTS ARE 501(c)(3) ORGS SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | SEE ATTACHMENT | GrantOrContributionPurposeTxt |
| Amt | $187,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $187,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,525 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,458 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,010,858 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,100,841 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,100,841 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID M ADELSON | |||||||
| 1 | 1924 South Utica Ave STE 530 | TULSA | OK | 74104 | $1,834,892 | Yes (X) | |
| CAROL M ADELSON | |||||||
| 2 | 1924 South Utica Ave STE 530 | TULSA | OK | 74104 | $459,252 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | See Attached | NoncashPropertyDesc |
| Fair Market Value | $0 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,698 | Amt |
| Net Investment Income | $5,849 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,849 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOSTON OMAHA CORP | ||
| DFA GLOBAL REAL ESTATE SECURIT | ||
| DFA INVT DIMENSIONS GROUP INCE | ||
| DFA INVT DIMENSIONS GROUP INC | ||
| HARDING LOEVNER FDS INC INTL E | ||
| VANGUARD 500 INDEX FUND ADMIRA | ||
| VANGUARD SMALL-CAP INDEX FUND | ||
| VANGUARD SMALL-CAP VALUE INDEX | ||
| EFT SERIES DISTILLATE US FUNDA | ||
| DFA INVT DIMENSIONS GROUP INC | ||
| DFA INVT DIMENSIONS GROUP INC | ||
| VANGUARD INDEX FDS TOT STKIDX | ||
| VANGUARD REIT ETF | ||
| JPMORGAN MORTGAGE BKED SEC CL | ||
| BLACKSTONE ANNEX OFFSHORE FUND | $6,275,000 | $6,275,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $244,144 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $248,829 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS 2025 STOCK CONTRIB. | Desc |
| Amt | $1,647,551 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ANNUAL CHARITABLE REGISTRATION | $15 | $15 | |
| POSTAGE & DELIVERY | $8 | $8 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $3,051 | Amt |
| Net Investment Income | $3,051 | NetInvestmentIncomeAmt |
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