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Also known as: FOUNDATION
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Carol And David Adelson Family Foundation is a private corporation based in TULSA, OK. The foundation received its IRS ruling in 2019. The principal officer is Zunis Capital Management Inc.. It holds total assets of $3M. Annual income is reported at $241K. Total assets have grown from $485K in 2019 to $3.1M in 2023. The foundation is governed by 5 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, Carol And David Adelson Family Foundation has made 17 grants totaling $471K, with a median grant of $14K. Annual giving has grown from $21K in 2020 to $158K in 2023. Grantmaking activity was highest in 2022 with $250K distributed across 8 grants. Individual grants have ranged from $500 to $100K, with an average award of $28K. The foundation has supported 8 unique organizations. The foundation primarily supports organizations in Georgia, Washington, New York, which account for 65% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Carol And David Adelson Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 17 grants. Its grantmaking reaches organizations primarily in GA, WA, NY.
Carol And David Adelson Family Foundation has distributed a total of $471K across 17 grants. The median grant size is $14K, with an average of $28K. Individual grants have ranged from $500 to $100K.
Carol And David Adelson Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Carol And David Adelson Family Foundation is headquartered in TULSA, OK. While based in OK, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Anne E Adelson | DIRECTOR | $0 | $0 | N/A |
| Joseph H Adelson | DIRECTOR | $0 | $0 | N/A |
| David M Adelson | DIRECTOR | $0 | $0 | N/A |
| Carol M Adelson | DIRECTOR | $0 | $0 | N/A |
| Peter A Adelson | DIRECTOR | $0 | $0 | N/A |
Total Giving
$176K
Total Assets
$3.1M
Fair Market Value
$3.7M
Net Worth
$3.1M
Grants Paid
$158K
Contributions
N/A
Net Investment Income
$83K
Distribution Amount
$181K
Total: $3M
Total Grants
17
Total Giving
$471K
Average Grant
$28K
Median Grant
$14K
Unique Recipients
8
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Emory UniversityEDUCATION | Atlanta, GA | $100K | 2023 |
| Ohsu FoundationEDUCATION | Portland, OR | $30K | 2023 |
| Bloedel ReserveENVIRONMENTAL | Bainbridge Island, WA | $16K | 2023 |
| Cornell University Chairman'S CouncilEDUCATION | Ithaca, NY | $10K | 2023 |
| Oregon SymphonyCULTURAL | Portland, OR | $2K | 2023 |
| Longue Vue House And GardensEDUCATION | New Orleans, LA | $1K | 2022 |
| Jefferson Medical CenterGENERAL OPERATING EXPENSES | Ransom, WV | $20K | 2020 |
| Pearl Neighbors For Design IntegrityGENERAL OPERATING EXPENSES | Portland, OR | $500 | 2020 |
TULSA, OK
ARDMORE, OK
OKLAHOMA CITY, OK