2025-02-26T10:28:55-06:00 2024-11-30 412113128 SANDERS & COMPANY LLC 3710 RAWLINS SUITE 1210 DALLAS TX 75219 990PF 2023-12-01 710938986 JAMES C & NORMA I SMITH FOUNDATION JAME 2145269090 PO BOX 190369 DALLAS TX 75219 JAMES C SMITH PRESIDENT 2145269090 2025-02-26 1 0 JOSEPH C MURRAY P01228443 9724041636 2023 2025-03-06 01:10:19Z X 101891224 X 2941228 539615 539615 40032163 44568926 40032163 43513006 40571778 0 195000 0 0 0 788 0 0 0 11621 0 0 0 17622 0 0 0 13410 0 0 0 238441 0 0 0 3470000 3470000 3708441 0 0 3470000 39804565 40571778 0 873182 426878 426878 2118965 20811812 20811812 3459134 80652534 80652534 6451281 101891224 101891224 0 0 X 0 0 0 0 6451281 101891224 6451281 101891224 6451281 101891224 6451281 39804565 55635378 101891224 0 101891224 6000 SHARES GARTNER INC.COM D 2006-02-10 2024-03-08 2819677 79906 2739771 2739771 6250 SHARES GARTNER INC.COM D 2006-02-13 2024-03-08 2937164 82857 2854307 2854307 12250 SHARES GARTNER INC.COM D 2006-02-13 2024-03-12 5756841 162400 5594441 5594441 6600 SHARES GARTNER INC. COM D 2006-05-26 2024-06-06 2903589 92728 2810861 2810861 3400 SHARES GARTNER INC.COM D 2006-02-13 2024-06-06 1495788 45074 1450714 1450714 10000 SHARES GARTNER INC.COM D 2006-05-26 2024-08-08 4742194 140497 4601697 4601697 10000 SHARES GARTNER INC.COM D 2006-05-26 2024-11-11 5485014 140497 5344517 5344517 15000 SHARES GARTNER INC. COM D 2006-05-26 2024-11-12 8275227 210745 8064482 8064482 3486 SHARES GARTNER INC.COM D 2006-05-26 2024-11-13 1927380 48977 1878403 1878403 US TREASURY NOTE (CUSP 912797 HEO) P 2024-03-15 2024-10-31 3392585 3392585 0 0 10000 SHARES GARTNER INC.COM D 2006-05-26 2024-09-06 4833467 140497 4692970 4692970 40032163 563948 0 563948 0 563948 563223 0 0 0 563223 X 0 725 0 0 0 0 0 0 0 0 0 0 1 1 TX 0 0 0 0 0 1 N/A AUGUST NISELL AND CHRISTINA NISELL 2145269090 415 NW MARLBOROUGH AVE PORTLAND OR 97210 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES C SMITH PO BOX 190369 DALLAS TX 75219 PRESIDENT/DIRECTOR 0.00 0 0 0 AUGUST J NISELL 415 NW MARLBOROUGH AVE PORTLAND OR 97210 EXECUTIVE DIRECTOR/DIRECTOR 40.00 97500 0 0 CHRISTINA A NISELL 415 NW MARLBOROUGH AVE PORTLAND OR 97210 SECRETARY/TREASURER 40.00 97500 0 0 NORMA I SMITH PO BOX 190369 DALLAS TX 75219 DIRECTOR 0.00 0 0 0 JOSEPH WHITTERS PO BOX 190369 DALLAS TX 75219 DIRECTOR 0.00 0 0 0 HILL A FEINBERG PO BOX 190369 DALLAS TX 75219 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 93629861 4660400 0 98290261 0 0 98290261 1474354 96815907 4840795 4840795 563948 563948 4276847 0 4276847 0 4276847 3470000 0 3470000 4276847 3466345 0 0 3470000 3466345 0 0 3655 0 0 0 0 0 0 0 0 4273192 0 0 0 JAMES C SMITH NORMA I SMITH X 412 FOOD RESCUE 6140 STATION STREET PITTSBURG PA 15206 N/A PUBLIC CHARITY GENERAL SUPPORT 75000 ARIZONA ANIMAL WELFARE LEAGUE 25 NORTH 40 TH STREET PHOENIX AZ 85034 N/A PUBLIC CHARITY GENERAL SUPPORT. 200000 BIRCH COMMUNITY SERVICES 17780 NE SAN RAFAEL ST PORTLAND OR 97230 N/A PUBLIC CHARITY GENERAL SUPPORT 100000 BOYS & GIRLS CLUB OF THE VALLEY 4309 E BELLEVIEW STREET BLDG 14 PHOENIX AZ 85008 N/A PUBLIC CHARITY GENERAL SUPPORT. 25000 CAROLE ROBERTSON CENTER FOR LEARNING 1111 S WESTERN AVE SUITE B CHICAGO IL 60612 N/A PUBLIC CHARITY GENERAL SUPPORT 75000 CHEF ANN FOUNDATION 5485 CONESTOGA CT 110F BOULDER CO 80301 N/A PUBLIC CHARITY GENERAL SUPPORT 75000 CHICAGO YOUTH PROGRAMS 5350 SOUTH PRAIRIE AVENUE CHICAGO IL 60615 N/A PUBLIC CHARITY GENERAL SUPPORT 75000 DC CENTRAL KITCHEN PO BOX 417406 BOSTON MA 022417406 N/A PUBLIC CHARITY GENERAL SUPPORT 75000 DALLAS PETS ALIVE 11700 PRESTON RD SUITE 660263 DALLAS TX 75230 N/A PUBLIC CHARITY GENERAL SUPPORT 75000 DION'S CHICAGO DREAM 6235 S HOMAN AVE CHICAGO IL 60629 N/A PUBLIC CHARITY GENERAL SUPPORT 125000 EYE CARE FOR KIDS 6911 SOUTH STATE STREET SALT LAKE CITY UT 84047 N/A PUBLIC CHARITY GENERAL SUPPORT 75000 FOOD RECOVERY NETWORK 1012 14 TH ST NWSUITE 903 WASHINGTON DC 20005 N/A PUBLIC CHARITY GENERAL SUPPORT 85000 HARVEST AGAINST HUNGER PO BOX 4098 SEATTLE WA 98194 N/A PUBLIC CHARITY GENERAL SUPPORT 50000 HONORHEALTH DESERT MISSION 8125 N HAYDEN ROAD SCOTTSDALE AZ 85258 N/A PUBLIC CHARITY GENERAL SUPPORT. 50000 HOSPICE OF THE VALLEY 1510 E FLOWER ST PHOENIX AZ 85014 N/A PUBLIC CHARITY GENERAL SUPPORT. 100000 JOB TRAIN 1200 OBRIEN DRIVE MENLO PARK CA 94025 N/A PUBLIC CHARITY GENERAL SUPPORT 75000 JUMPSTART 308 CONGRESS STREET 6 TH FLOOR BOSTON MA 02210 N/A PUBLIC CHARITY GENERAL SUPPORT 75000 KITCHENS FOR GOOD 2799 HEALTH CENTER DR SAN DIEGO CA 92123 N/A PUBLIC CHARITY GENERAL SUPPORT 75000 LIFT 999 NORTH CAPITOL STREET NE SUITE 310 WASHINGTON DC 20002 N/A PUBLIC CHARITY GENERAL SUPPORT 75000 MAYO CLINIC 13400 EAST SHEA BLVD SCOTTSDALE AZ 85259 N/A PUBLIC CHARITY GENERAL SUPPORT. 700000 MCDOWELL SONORAN CONSERVANCY 15300 NORTH 90 TH ST SUITE 400 SCOTTSDALE AZ 85260 N/A PUBLIC CHARITY GENERAL SUPPORT. 10000 MEDECINS SANS FRONTIERS USA 40 RECTOR STREET 16 TH FLOOR NEW YORK NY 100061705 N/A PUBLIC CHARITY GENERAL SUPPORT. 150000 PAWS CHICAGO 1933 NORTH MARCEY STREET CHICAGO IL 60614 N/A PUBLIC CHARITY GENERAL SUPPORT 125000 PEAR 338 NW 6 TH AVENUE PORTLAND OR 97209 N/A PUBLIC CHARITY GENERAL SUPPORT 25000 PHOENIX HOUSE TEXAS 2345 REAGAN STREET DALLAS TX 75219 N/A PUBLIC CHARITY GENERAL SUPPORT. 50000 ST MARY'S FOOD BANK ALLIANCE 2831 NORTH 31 ST AVENUE PHOENIX AZ 85009 N/A PUBLIC CHARITY GENERAL SUPPORT. 150000 STRAYDOG PO BOX 1465 GUN BARREL CITY TX 75147 N/A PUBLIC CHARITY GENERAL SUPPORT 75000 THE BLOC 1345 N KARLOV AVENUE CHICAGO IL 60651 N/A PUBLIC CHARITY GENERAL SUPPORT 100000 THE FARMLINK PROJECT PO BOX 744772 LOS ANGELES CA 900744772 N/A PUBLIC CHARITY GENERAL SUPPORT 75000 THE VISITING NURSE ASSOCIATION OF TEXAS 1420 WEST MOCKINGBIRD LANE 700 DALLAS TX 75219 N/A PUBLIC CHARITY GENERAL SUPPORT. 25000 URBAN GLEANERS PO BOX 6344 PORTLAND OR 97228 N/A PUBLIC CHARITY GENERAL SUPPORT 75000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7 THE FLOOR WASHINGTON DC 20001 N/A PUBLIC CHARITY GENERAL SUPPORT 150000 OPERATION KINDNESS 3201 EARHART DRIVE CARROLLTON TX 75006 N/A PUBLIC CHARITY GENERAL SUPPORT 50000 OREGON HUMANE SOCIETY 2345 REAGAN STREET DALLAS TX 75219 N/A PUBLIC CHARITY GENERAL SUPPORT 50000 PORTLAND OIC 717 N KILLINGSWORTH CT PORTLAND OR 97217 N/A PUBLIC CHARITY GENERAL SUPPORT 50000 LUTHER COLLEGE NURSING PROGRAM 700 COLLEGE DRIVE DECORAH IA 52101 N/A PUBLIC CHARITY GENERAL SUPPORT 25000 SUTTER ROSEVILLE MEDICAL CENTER FOUNDATION PO BOX 160045 SACRAMENTO CA 95816 N/A PUBLIC CHARITY GENERAL SUPPORT 25000 3470000 0 539615 40032163 0 0 40571778 40571778 8 TO FURTHER CHARITABLE PURPOSE BY PROVIDING FUNDING FOR GRANTS. 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES AND NORMA SMITH PO BOX 190369 DALLAS TX 75219 20000 X 2 GARTNER INC 13200 PAUL J DOHERTY PARKWAY FORT MYERS FL 33913 20000 X 3 JAMES AND NORMA SMITH 3510 TURTLE CREEK BOULEVARD APT 8B DALLAS TX 75219 2901228 X 3 6,600 SHARES OF GARTNER, INC. STOCK (NYSE:IT)CLOSING PRICE OF $439.58 PER SHARE. 2901228 2023-12-04 ACCOUNTING FEES 11621 0 0 0 NON PROFIT CORPORATIONS ARE GENERALLY NOT REQUIRED TO FILE FORM 990 WITH THE TEXAS ATTORNEY GENERAL OR THE SECRETARY OF STATE. 9,914 SHARES GARTNER INC. 5134758 5134758 106,600 SHARES GARTNER INC. 55211338 55211338 40000 INVESCO S & P 500 EQUAL WEIGHT ETF 7504800 7504800 10000 INVESCO S & P 500 EQUAL WEIGHT ETF 1876200 1876200 50000 US TREASURY SECURITIES 5026250 5026250 62500 US TREASURY SECURITIES 5899188 5899188 LEGAL FEES 788 0 0 0 INSURANCE EXPENSE 12193 0 0 0 OTHER EXPENSES 1217 0 0 0 ADJUSTMENT TO FAIR VALUE 55635378 PAYROLL TAXES 17622 0 0 0