Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
CASE & ELFREDA ZANDBERGEN CHARITABLE
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1620
  Room/suite
City or town
TULSA
State or province
OK
Country  
ZIP or foreign postal code
741011620
A Employer identification number

73-6300138
B Telephone number (see instructions)

9186191526
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,589,481J 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)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 59,816 59,768  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 119,209
b Gross sales price for all assets on line 6a 391,432
7 Capital gain net income (from Part IV, line 2)... 119,209
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).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 179,025 178,977  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,824 20,868   6,956
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,750 0 0 1,750
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,445 516   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,019 21,384 0 8,706
25 Contributions, gifts, grants paid....... 122,500 122,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 154,519 21,384 0 131,206
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 24,506
b Net investment income (if negative, enter -0-) 157,593
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 85,486 148,262 148,262
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 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)....... 948,703 Click to see attachment
List of Attached Documents:
// Content
946,504 		1,584,021
c Investments—corporate bonds (attach schedule)....... 721,454 Click to see attachment
List of Attached Documents:
// Content
702,497 		670,745
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 169,095 Click to see attachment
List of Attached Documents:
// Content
142,378 		186,453
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,924,738 1,939,641 2,589,481
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,924,738 1,939,641
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,924,738 1,939,641
30 Total liabilities and net assets/fund balances (see instructions). 1,924,738 1,939,641
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,924,738
2
Enter amount from Part I, line 27a .....................
2
24,506
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,861
4
Add lines 1, 2, and 3 ..........................
4
1,952,105
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
12,464
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,939,641
Form 990-PF (2025)
Form 990-PF (2025)
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 26. ADVANCED MICRO DEVICES INC COM   2024-06-21 2025-01-16
b 25. ADVANCED MICRO DEVICES INC COM   2024-01-11 2025-01-16
c 15. ADVANCED MICRO DEVICES INC COM   2024-01-11 2025-01-16
d 23. ALPHABET INC CL C   2010-09-10 2025-01-16
e 7. ALPHABET INC CL C   2010-09-10 2025-01-16
41. AMENTUM HOLDINGS INC   2020-05-07 2025-01-16
4. AMENTUM HOLDINGS INC   2020-04-29 2025-01-16
36. ARISTA NETWORKS INC   2024-01-12 2025-01-16
10. ARISTA NETWORKS INC   2024-01-12 2025-01-16
20. CONSTELLATION BRANDS-A COM   2023-07-06 2025-01-16
6. CONSTELLATION BRANDS-A COM   2022-10-12 2025-01-16
5. SERVICENOW INC   2024-01-11 2025-01-16
1. SERVICENOW INC   2024-01-11 2025-01-16
45. ON HOLDING AG-A   2024-01-11 2025-01-16
13. ON HOLDING AG-A   2024-01-11 2025-01-16
590. JOHN HANCOCK DISC VAL M/C-R6 #6006   2023-12-20 2025-01-21
221. VANGUARD M/C INDX-INST #0864   2008-11-06 2025-01-21
11. IQVIA HOLDINGS INC   2018-11-19 2025-01-30
18. IQVIA HOLDINGS INC   2024-09-10 2025-01-30
22. IQVIA HOLDINGS INC   2018-11-19 2025-01-30
42. XYLEM INC   2024-01-12 2025-01-30
12. XYLEM INC   2024-01-11 2025-01-30
10. GOLDMAN SACHS GROUP, INC.   2024-01-11 2025-02-20
6. BERKSHIRE HATHAWAY INC-CL B   2021-04-01 2025-03-06
3. T-MOBILE US INC   2021-02-26 2025-03-06
18. T-MOBILE US INC   2021-02-26 2025-03-06
26. CHURCH & DWIGHT INC COM   2023-08-31 2025-03-20
16. DISNEY, WALT COMPANY   2024-04-12 2025-03-20
13. DISNEY, WALT COMPANY   2022-05-05 2025-03-20
34. CHURCH & DWIGHT INC COM   2023-01-25 2025-03-27
13. CHURCH & DWIGHT INC COM   2023-01-23 2025-03-27
1. DIAMONDBACK ENERGY INC   2023-11-02 2025-03-27
83. DIAMONDBACK ENERGY INC   2023-11-02 2025-03-27
6. KEYSIGHT TECHNOLOGIES INC WI   2025-01-30 2025-04-10
4. KEYSIGHT TECHNOLOGIES INC WI   2025-01-30 2025-04-10
9. KEYSIGHT TECHNOLOGIES INC WI   2017-04-10 2025-04-10
4. THERMO ELECTRON CORP   2024-08-01 2025-04-10
2. THERMO ELECTRON CORP   2024-09-10 2025-04-10
14. ZOETIS INC   2024-09-10 2025-04-10
5. ZOETIS INC   2019-11-26 2025-04-10
45. ZOETIS INC   2020-03-25 2025-04-10
33. COTERRA ENERGY INC   2023-02-24 2025-05-08
445. COTERRA ENERGY INC   2023-11-02 2025-05-08
6. UNITEDHEALTH GROUP INC COM   2025-01-30 2025-05-22
10. UNITEDHEALTH GROUP INC COM   2025-04-10 2025-05-22
.285 AMENTUM HOLDINGS INC   2025-05-16 2025-06-04
14. TRACTOR SUPPLY COMPANY   2024-03-14 2025-06-05
41. TRACTOR SUPPLY COMPANY   2024-03-14 2025-06-05
8. CARDINAL HEALTH INC   2023-03-23 2025-06-13
11. CARDINAL HEALTH INC   2023-03-23 2025-06-13
4. MCDONALDS CORP   2023-03-23 2025-06-13
6. MCDONALDS CORP   2023-07-06 2025-06-13
24. ABBOTT LABORATORIES   2016-05-17 2025-07-31
10. ABBOTT LABORATORIES   2023-05-11 2025-07-31
21. AMPHENOL CORP NEW CL A   2019-01-28 2025-07-31
9. AMPHENOL CORP NEW CL A   2019-01-28 2025-07-31
26. BROWN & BROWN INC   2025-06-13 2025-07-31
4. BROWN & BROWN INC   2025-06-13 2025-07-31
57. BROWN & BROWN INC   2024-06-21 2025-07-31
20. CARDINAL HEALTH INC   2023-03-23 2025-07-31
8. CARDINAL HEALTH INC   2023-03-23 2025-07-31
11. PALO ALTO NETWORKS   2018-01-19 2025-07-31
5. PALO ALTO NETWORKS   2018-01-19 2025-07-31
4. STRYKER CORP   2023-08-31 2025-07-31
8. STRYKER CORP   2023-02-22 2025-07-31
3. AMENTUM HOLDINGS INC   2025-05-16 2025-08-01
4. ROPER INDS INC   2025-03-27 2025-09-11
113. ON HOLDING AG-A   2024-01-11 2025-09-11
21. DISNEY, WALT COMPANY   2022-05-05 2025-09-18
6. T-MOBILE US INC   2021-02-26 2025-09-18
14. ROPER INDS INC   2024-06-21 2025-10-23
1447.057 INVESCO DEV MKT-R6 #7038   2021-12-14 2025-11-07
2000. CAVANAL HILL LTD DUR-INST #0047   2019-05-31 2025-11-07
1929.233 NEUBERGER L/S-INST #1830   2023-12-22 2025-11-07
56. DISNEY, WALT COMPANY   2023-09-13 2025-11-13
CAPITAL GAIN DIVIDENDS P    
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(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 3,098   4,212 -1,114
b 2,979   3,613 -634
c 1,788   2,168 -380
d 4,495   273 4,222
e 1,368   83 1,285
954   577 377
93   59 34
4,275   2,253 2,022
1,188   630 558
3,686   4,703 -1,017
1,111   1,343 -232
5,305   3,596 1,709
1,061   719 342
2,521   1,287 1,234
729   372 357
16,709   13,650 3,059
16,774   2,606 14,168
2,196   1,287 909
3,601   4,396 -795
4,402   2,690 1,712
5,121   4,689 432
1,464   1,338 126
6,685   3,311 3,374
2,970   1,549 1,421
785   358 427
4,672   2,149 2,523
2,793   2,270 523
1,590   1,831 -241
1,292   1,456 -164
3,660   2,796 864
1,400   1,081 319
162   163 -1
13,399   13,441 -42
790   1,024 -234
528   682 -154
1,188   325 863
1,691   2,478 -787
844   1,246 -402
2,023   2,657 -634
722   605 117
6,503   5,202 1,301
759   826 -67
10,192   12,882 -2,690
1,769   3,245 -1,476
2,966   5,654 -2,688
6   6  
722   710 12
2,116   2,050 66
1,293   559 734
1,778   769 1,009
1,209   1,081 128
1,815   1,740 75
3,079   909 2,170
1,283   524 759
2,260   449 1,811
969   192 777
2,379   2,790 -411
366   429 -63
5,214   5,278 -64
3,161   1,397 1,764
1,265   559 706
1,935   289 1,646
879   131 748
1,598   1,099 499
3,195   2,092 1,103
73   62 11
2,067   2,355 -288
4,892   3,196 1,696
2,402   2,196 206
1,442   716 726
6,637   7,880 -1,243
68,272   54,836 13,436
18,780   18,957 -177
38,855   31,403 7,452
5,935   3,794 2,141
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
      51,254
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       -1,114
b       -634
c       -380
d       4,222
e       1,285
      377
      34
      2,022
      558
      -1,017
      -232
      1,709
      342
      1,234
      357
      3,059
      14,168
      909
      -795
      1,712
      432
      126
      3,374
      1,421
      427
      2,523
      523
      -241
      -164
      864
      319
      -1
      -42
      -234
      -154
      863
      -787
      -402
      -634
      117
      1,301
      -67
      -2,690
      -1,476
      -2,688
       
      12
      66
      734
      1,009
      128
      75
      2,170
      759
      1,811
      777
      -411
      -63
      -64
      1,764
      706
      1,646
      748
      499
      1,103
      11
      -288
      1,696
      206
      726
      -1,243
      13,436
      -177
      7,452
      2,141
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 119,209
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  
Part V
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 and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,191
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 2,191
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 2,191
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,340
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 2,340
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 149
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax149 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-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 the instructions
for the 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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OK
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
Yes
 
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 address  
14
The books are in care ofBOKF NA Telephone no. (918) 619-1526

Located at6242 E 41ST STTULSAOK ZIP+4741011620
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
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 2025? .............
1d
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
BOKF NA TRUSTEE
15 		27,824    
PO BOX 1620
TULSA,OK741011620
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
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.............right arrow0
Part VIII-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  
2  
3  
4  
Part VIII-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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
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
2,425,260
b
Average of monthly cash balances.......................
1b
127,298
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,552,558
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
0
3
Subtract line 2 from line 1d.........................
3
2,552,558
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
38,288
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,514,270
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
125,714
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
125,714
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,191
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,191
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
123,523
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
123,523
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
123,523
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
131,206
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
131,206
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 123,523
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 4,498
c From 2022...... 2,831
d From 2023...... 1,632
e From 2024...... 0
f Total of lines 3a through e ........ 8,961
4Qualifying distributions for 2025 from Part
XI, line 4: $ 131,206
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 123,523
e Remaining amount distributed out of corpus 7,683
5 Excess distributions carryover applied to 2025. 0 0
(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 16,644
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		16,644
10 Analysis of line 9:
a Excess from 2021 .... 4,498
b Excess from 2022 .... 2,831
c Excess from 2023 .... 1,632
d Excess from 2024 .... 0
e Excess from 2025 .... 7,683
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2025, enter the date of the ruling ......
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
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 .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
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) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
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).)
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
Page 11
Part XIV
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

THE SALVATION ARMY

6601 N BROADWAY EXTENSION SUITE 300
OKLAHOMA CITY,OK73116 		NONE   GENERAL SUPPORT 22,000

SOUTH GRAND LAKE

PO BOX 548
KETCHUM,OK74349 		NONE   SUPPORT 5,000

AMERICAN RED CROSS

431 18TH STREET NW
WASHINGTON,DC20006 		NONE   SUPPORT 17,000

TULSA BOYS HOME

PO BOX 1101
TULSA,OK741011101 		NONE   SUPPORT 15,000

FAMILY AND CHILDREN'S SERVICES INC

5310 E 31ST STREET SUITE 600
TULSA,OK74135 		NONE   SUPPORT 5,500

MEALS ON WHEELS OF METRO TULSA

5151 E 51ST ST
TULSA,OK741352307 		NONE   SUPPORT 12,000

COMMUNITY FOOD BANK OF EASTERN OKLAHOMA

1304 N KENOSHA
TULSA,OK74106 		NONE   SUPPORT 7,000

VINITA SENIOR CITIZENS CENTER

222 W SEQUOYAH
VINITA,OK74301 		NONE   SUPPORT 3,000

HUMANE SOCIETY OF GROVE AND GR LAKE
PETE BROWER TREASURER
64301 E 290 ROAD
GROVE,OK74344 		NONE   SUPPORT 20,000

GRAND LAKE COMMUNITY MINISTRY INC
ATTN ELLEN WOLFE
268 W BROADWAY
LANGLEY,OK74350 		NONE   GENERAL SUPPORT 10,000

BOSTON AVENUE HELPING HANDS INC

709 SOUTH BOSTON AVE
TULSA,OK74119 		NONE   SUPPORT 6,000
Total ................................. 3a 122,500
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-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 ....     14 59,816  
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 ............ 		    18 119,209  
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) ..   179,025  
13Total. Add line 12, columns (b), (d), and (e)..................
13
179,025
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
CASE & ELFREDA ZANDBERGEN CHARITABLE
EIN:
73-6300138
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,750     1,750

TY 2025 InvestmentsCorpBondsSchedule
Name:
CASE & ELFREDA ZANDBERGEN CHARITABLE
EIN:
73-6300138
Name of Bond End of Year Book Value End of Year Fair Market Value
14956P406 CAVANAL HILL LTD DUR 132,698 137,107
14956P851 CAVANAL HILL BOND-IN 155,271 148,729
31420B847 FEDERATED HERMES HI 47,641 45,704
592905509 TCW MET WEST TOT RET 193,465 174,551
72201F490 PIMCO INC-INST #1821 89,480 85,716
92203J308 VANGUARD TOT INTL BD 83,942 78,938

TY 2025 InvestmentsCorpStockSchedule
Name:
CASE & ELFREDA ZANDBERGEN CHARITABLE
EIN:
73-6300138
Name of Stock End of Year Book Value End of Year Fair Market Value
002824100 ABBOTT LABORATORIES 5,083 10,274
02079K107 ALPHABET INC CL C 4,769 16,318
02079K305 ALPHABET INC CL A 478 12,520
023135106 AMAZON.COM INC 8,668 28,853
032095101 AMPHENOL CORP-CL A 2,203 13,919
037833100 APPLE INC COM 7,857 34,254
040413205 ARISTA NETWORKS INC 6,429 12,841
060505104 BANK OF AMERICA CORP 6,573 6,765
084670702 BERKSHIRE HATHAWAY I 5,679 11,058
101137107 BOSTON SCIENTIFIC CO 7,507 6,770
11135F101 BROADCOM INC 1,849 21,804
14149Y108 CARDINAL HEALTH INC 6,279 12,536
165167735 EXPAND ENERGY CORPOR 8,216 8,277
22160K105 COSTCO WHOLESALE COR 5,935 9,486
233203595 DFA US TARGETED VAL- 13,121 21,263
253868103 DIGITAL REALTY TRUST 6,902 6,034
256206103 DODGE & COX INTL STO 53,423 93,830
256219106 DODGE & COX STOCK-I 117,270 217,841
278865100 ECOLAB INC 1,701 9,976
291011104 EMERSON ELECTRIC CO 9,226 13,537
29977A105 EVERCORE INC - CL A 8,644 11,909
30303M102 META PLATFORMS INC 14,869 18,483
316071109 FIDELITY CONTRAFUND- 75,407 139,989
36828A101 GE VERNOVA INC 7,783 13,071
38141G104 GOLDMAN SACHS GROUP 5,444 20,217
438516106 HONEYWELL INTERNATIO 4,474 10,925
45866F104 INTERCONTINENTAL EXC 6,522 13,767
461202103 INTUIT INC 9,064 7,949
46625H100 JPMORGAN CHASE & CO 2,048 20,622
46982L108 JACOBS SOLUTIONS INC 6,484 9,537
47803W703 JOHN HANCOCK DISC VA 56,597 76,848
49338L103 KEYSIGHT TECHNOLOGIE 3,850 11,785
532457108 ELI LILLY & CO 10,432 13,971
548661107 LOWE'S COS INC 1,896 6,270
552981383 MFS INTL NEW DISCOVE 69,950 72,934
57630A592 MASSMUTUAL M/C GRWTH 97,153 76,372
57636Q104 MASTERCARD INC - CLA 3,616 9,134
580135101 MCDONALD'S CORP 6,432 7,335
594918104 MICROSOFT CORP 13,714 40,624
620076307 MOTOROLA SOLUTIONS I 7,850 8,816
64110L106 NETFLIX INC 8,448 8,438
67066G104 NVIDIA CORP 26,531 39,352
68389X105 ORACLE CORP 7,694 5,457
697435105 PALO ALTO NETWORKS 1,884 13,631
713448108 PEPSICO INC 4,245 5,597
74624M102 EVERPURE INC 7,669 9,046
754730109 RAYMOND JAMES FINANC 7,760 10,117
775711104 ROLLINS INC 8,724 9,183
81762P102 SERVICENOW INC 6,659 6,894
83443Q103 SOLSTICE ADVANCED MA 280 680
863667101 STRYKER CORP 6,762 9,138
872590104 T-MOBILE US INC 3,343 5,685
883556102 THERMO FISHER SCIENT 973 7,533
892356106 TRACTOR SUPPLY COMPA 5,637 6,001
90353T100 UBER TECHNOLOGIES IN 6,964 6,455
907818108 UNION PACIFIC CORP 5,835 11,103
91324P102 UNITEDHEALTH GROUP I 6,400 5,942
921926200 VANGUARD EXPLORER-AD 11,590 18,647
921943809 VANGUARD DEV MKTS IN 69,281 105,540
922908835 VANGUARD M/C INDX-IN 9,872 66,464
922908876 VANGUARD S/C INDX-IN 22,958 39,669
92532F100 VERTEX PHARMACEUTICA 7,847 10,427
931142103 WALMART INC 7,750 14,149
969457100 WILLIAMS COS INC 10,001 10,159

TY 2025 InvestmentsOtherSchedule2
Name:
CASE & ELFREDA ZANDBERGEN CHARITABLE
EIN:
73-6300138
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
128119880 CALAMOS MKT NEUTRAL AT COST 81,956 101,265
32008F606 FIRST EAGLE GLBL-I # AT COST 60,422 85,188

TY 2025 OtherDecreasesSchedule
Name:
CASE & ELFREDA ZANDBERGEN CHARITABLE
EIN:
73-6300138
Description Amount
2025 TRANSACTIONS POSTED IN 2026 3,791
2024 CAP GAINS DIST REVERSED 8,572
COST BASIS ADJUSTMENT 101


TY 2025 OtherIncreasesSchedule
Name:
CASE & ELFREDA ZANDBERGEN CHARITABLE
EIN:
73-6300138
Description Amount
2024 TRANSACTIONS POSTED IN 2025 2,852
ROUNDING 9


TY 2025 TaxesSchedule
Name:
CASE & ELFREDA ZANDBERGEN CHARITABLE
EIN:
73-6300138
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL 1,929 0   0
FOREIGN TAXES ON QUALIFIED FOR 332 332   0
FOREIGN TAXES ON NONQUALIFIED 184 184   0