2026-05-04T14:44:21-04:00 2025-12-31 990PF 2025-01-01 823708339 CAROL AND DAVID ADELSON FAMILY FOUNDATION % ZUNIS CAPITAL MANAGEMENT INC CARO 9185249001 1924 SOUTH UTICA AVE STE 530 TULSA OK 74104 CAROL M ADELSON DIRECTOR 9185249001 2026-04-28 2025 2025-03-06 01:10:19Z X 6534284 X 2294144 14525 14525 75458 75458 3010858 6429203 3010858 5394985 3100841 0 11698 5849 0 5849 3051 3051 23 8 15 14772 8908 0 5864 187500 187500 202272 8908 0 193364 5192713 3091933 0 31000 10455 10455 304854 244144 248829 2648583 6275000 6275000 2984437 6529599 6534284 0 0 X 56953 56953 2927484 6472646 2984437 6529599 2984437 6529599 2984437 5192713 8177150 1647551 6529599 CHARLES SCHWAB S/T 2025-01-01 2025-12-31 153483 118285 35198 35198 CHARLES SCHWAB L/T 2024-01-01 2025-12-31 6275720 3300060 2975660 2975660 3010858 42978 42978 42978 8740 0 8740 34238 0 false false false false false false false true true PA true false false false false true N/A ZUNIS CAPITAL MANAGEMENT INC 9185249001 1924 SOUTH UTICA AVE STE 530 TULSA OK 74104 false false false false false false false false false false false false false false false false false false false false false 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 4098528 109281 0 4207809 0 4207809 63117 4144692 207235 207235 42978 42978 164257 164257 164257 193364 0 0 0 0 193364 164257 187348 2023 2022 2021 0 0 193364 187348 6016 0 0 0 0 158241 0 0 X ALL RECIPIENTS ARE 501(c)(3) ORGS SEE ATTACHED SEE ATTACHED TULSA OK 74104 PC SEE ATTACHMENT 187500 187500 14 14525 14 75458 18 3010858 3100841 3100841 false false false false false false false false false false X X 1 DAVID M ADELSON 1924 South Utica Ave STE 530 TULSA OK 74104 1834892 X 2 CAROL M ADELSON 1924 South Utica Ave STE 530 TULSA OK 74104 459252 X X 1 See Attached 0 ACCOUNTING FEES 11698 5849 5849 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 6275000 6275000 244144 248829 UNREALIZED GAIN/LOSS 2025 STOCK CONTRIB. 1647551 ANNUAL CHARITABLE REGISTRATION 15 15 POSTAGE & DELIVERY 8 8 FEDERAL TAX REFUND FOREIGN TAXES PAID 3051 3051