Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
GARTNER FAMILY FOUNDATION
% MICHAEL G GARTNER
Number and street (or P.O. box number if mail is not delivered to street address)100 MARKET STREET 515
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DES MOINES, IA503094766
A Employer identification number

42-1422699
B Telephone number (see instructions)

(515) 279-6155
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$12,679,805J 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) 462,623
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 337,692 337,692  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 64,076
b Gross sales price for all assets on line 6a 384,903
7 Capital gain net income (from Part IV, line 2)... 64,076
8 Net short-term capital gain.........  
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........ 864,391 401,768  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,000 6,000   24,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,240 3,620   3,620
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
18,798 1,984   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 56,058 11,604   27,620
25 Contributions, gifts, grants paid....... 568,800 568,800
26 Total expenses and disbursements. Add lines 24 and 25 624,858 11,604   596,420
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 239,533
b Net investment income (if negative, enter -0-) 390,164
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 363,697 334,736 334,736
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 2,972,688 Click to see attachment
List of Attached Documents:
// Content
3,435,296 		7,767,881
c Investments—corporate bonds (attach schedule)....... 824,849 Click to see attachment
List of Attached Documents:
// Content
572,943 		528,337
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,268,206 Click to see attachment
List of Attached Documents:
// Content
3,358,113 		4,048,851
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,429,440 7,701,088 12,679,805
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
150,000 		Click to see attachment
List of Attached Documents:
// Content
186,638
23 Total liabilities (add lines 17 through 22)......... 150,000 186,638
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,279,440 7,514,450
29 Total net assets or fund balances (see instructions)..... 7,279,440 7,514,450
30 Total liabilities and net assets/fund balances (see instructions). 7,429,440 7,701,088
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
7,279,440
2
Enter amount from Part I, line 27a .....................
2
239,533
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,518,973
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,523
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,514,450
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 72,235   71,690 545
b 248,418   249,137 -719
c 64,250     64,250
d
e
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       545
b       -719
c       64,250
d
e
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 64,076
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 right arrow 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 5,423
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 5,423
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 5,423
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 11,440
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,440
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 109
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,908
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,908 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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)
right arrowIA
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 2023 or the taxable year beginning in 2023? 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 addressright arrowN/A
14
The books are in care ofright arrowMICHAEL G GARTNER Telephone no.right arrow (515) 279-6155

Located atright arrow100 MARKET STREET 515DES MOINESIA ZIP+4right arrow50309
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
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 ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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 .........right arrow
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
MICHAEL G GARTNER TREASURER
1.00 		0 0 0
100 MARKET STREET 515
DES MOINES,IA50309
BARBARA M GARTNER SECRETARY
1.00 		0 0 0
100 MARKET STREET 515
DES MOINES,IA50309
MICHAEL C GARTNER PRESIDENT
1.00 		10,000 0 0
117 SW 51ST STREET
DES MOINES,IA50312
RIVER M GARTNER DIRECTOR
1.00 		10,000 0 0
100 MARKET STREET 515
DES MOINES,IA50309
MICHELLE GARTNER DIRECTOR
1.00 		10,000 0 0
100 MARKET STREET 515
DES MOINES,IA50309
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
11,693,217
b
Average of monthly cash balances.......................
1b
130,754
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,823,971
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
11,823,971
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
177,360
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,646,611
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
582,331
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
582,331
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,423
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,423
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
576,908
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
576,908
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
576,908
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, column (d), line 26 ..........
1a
596,420
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
596,420
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 576,908
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 4,377
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 596,420
a Applied to 2022, but not more than line 2a 4,377
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 2023 distributable amount..... 576,908
e Remaining amount distributed out of corpus 15,135
5 Excess distributions carryover applied to 2023. 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 15,135
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		15,135
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 15,135
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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, b, or c 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).)
MICHAEL G GARTNER
BARBARA M GARTNER
MICHAEL C GARTNER
RIVER M GARTNER
MICHELLE GARTNER
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
GARTNER FAMILY FOUNDATION
100 MARKET STREET
DES MOINES,IA50309
(515) 279-6155
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD CONTAIN ALL NECESSARY INFORMATION CONCERNING THE PURPOSE THE GRANT, LOAN, ETC., INCLUDING WHERE THE APPLICANT CAN BE CONTACTED.
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS WILL BE MADE TO 501(C)(3) ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS.
Form 990-PF (2023)
Form 990-PF (2023)
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

ALLIANCE FOR A BETTER IOWA EDUCATION FUND

PO BOX 8267
DES MOINES,IA503018267 		N/A PC GENERAL FUND 25,000

AMERICAN CIVIL LIBERTIES UNION OF IOWA

505 FIFTH AVENUE 901
DES MOINES,IA50309 		N/A PC GENERAL FUND TO SUPPORT PUBLIC EDUCATION AND ADVOCACY TO ASSURE THE RIGHTS OF EVERYONE IN IOWA 10,000

ANIMAL RESCUE LEAGUE OF IOWA

5452 NE 22ND ST
DES MOINES,IA50313 		N/A PC SUPPORT ANIMAL RESCUE PROGRAMS 1,500

ASSISTANCE DOGS OF HAWAII

675 KEALALOA AVE
MAKAWAO,HI96768 		N/A PC DEVELOPMENT OF SERVICE DOGS 95,000

BERGMAN ACADEMY

100 45TH STREET
DES MOINES,IA50312 		N/A PC GENERAL FUND 30,000

BLANK PARK ZOO

7401 SW 9TH ST
DES MOINES,IA50315 		N/A PC GENERAL FUND 50,000

CARLETON COLLEGE ALUMNI ANNUAL FUND

1 N COLLEGE ST
NORTHFIELD,MN55057 		N/A PC GENERAL FUND TO HELP PROVIDE AN IMMERSIVE AND SUPPORTIVE LEARNING ENVIRONMENT 10,000

CENTRAL IOWA WATERWORKS TRAIL PROJECT

301 GRAND AVENUE
WEST DES MOINES,IA50265 		N/A PC TRAIL PROJECT 30,000

CENTRAL PRESBYTERIAN CHURCH

3829 GRAND AVE
DES MOINES,IA50312 		N/A PC GENERAL FUND PLEDGE 50,000

DES MOINES PUBLIC LIBRARY FOUNDATION

10TH AND GRAND
DES MOINES,IA50312 		N/A PC SUPPORT THE CAPABILITIES, RESOURCES, AND SERVICES OF THE DES MOINES PUBLIC LIBRARY SYSTEM 10,000

DES MOINES UNIVERSITY

3200 GRAND AVE
DES MOINES,IA50312 		N/A PC SUPPORT EDUCATION OF MEDICAL STUDENTS 50,000

DRAKE BULLDOG CLUB

2507 UNIVERSITY AVE
DES MOINES,IA50311 		N/A PC GENERAL FUND 10,000

DRAKE UNIVERSITY

25TH AND UNIVERSITY
DES MOINES,IA50311 		N/A PC ROBERT D & BILLIE RAY CENTER 40,000

DRAKE UNIVERSITY

25TH AND UNIVERSITY
DES MOINES,IA50311 		N/A PC INTERNSHIP ENDOWMENT 20,000

FIRST FRIDAY BREAKFAST CLUB

PO BOX 41611
DES MOINES,IA50311 		N/A PC GENERAL FUND 1,000

FRIENDS OF IOWA PBS

6450 CORPORATE DRIVE PO BOX 6450
JOHNSTON,IA501316400 		N/A PC SUPPORT FOR IOWA PUBLIC BROADCAST SYSTEM 2,500

HARKIN CENTER

2800 UNIVERSITY AVE
DES MOINES,IA50311 		N/A PC HARKIN CENTER ENDOWMENT 15,000

IOWA FREEDOM OF INFORMATION COUNCIL

2805 UNIVERSITY AVE
DES MOINES,IA50311 		N/A PC SUPPORT OF OPEN RECORDS AND INFORMATION 51,500

IOWA LEGAL AID FOUNDATION

666 WALNUT ST FLOOR 25
DES MOINES,IA50309 		N/A PC GENERAL FUND 10,000

KEAWALAI CONGREGATIONAL CHURCH

5300 MAKENA RD
MAKENA,HI96753 		N/A PC GENERAL FUND 2,000

MIND & SPIRIT COUNSELING CENTER

8553 URBANDALE AVE
URBANDALE,IA50322 		N/A PC SUPPORT OF MIND AND SPIRIT COUNSELING SERVICES 10,000

NEW YORK CITY CENTER

131 W 55TH ST
NEW YORK,NY10019 		N/A PC SUPPORT OF THE ARTISTS, EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS 7,500

ONE IOWA

PO BOX 1419
DES MOINES,IA50305 		N/A PC SUPPORT LGBTQ EQUALITY IN IOWA 5,000

ORCHARD PLACE

2116 GRAND AVENUE
DES MOINES,IA50312 		N/A PC GENERAL FUND 1,500

OUTER BANKS COMMUNITY FOUNDATION

704 HWY 64/264 S
MANTEO,NC27954 		N/A PC NOLAN MEMORIAL SCHOLARSHIP FUND 1,000

PROGRESSNOW

614 SEYMOUR AVE
LANSING,MI48933 		N/A PC GENERAL FUND 5,000

SALISBURY HOUSE FOUNDATION

4025 TONAWANDA DRIVE
DES MOINES,IA50312 		N/A PC GENERAL FUND 1,000

STREET COLLECTIVE

506 E 6TH ST
DES MOINES,IA50309 		N/A PC GENERAL FUND 300

THE GUTS GEAR FOUNDATION

1442 PARK AVENUE
DES MOINES,IA50315 		N/A PC GENERAL FUND 250

UNITED WAY OF CENTRAL IOWA

1111 NINTH STREET SUITE 100
DES MOINES,IA50314 		N/A PC COMMUNITY ESSENTIAL NEEDS 15,000

UNIVERSITY OF SOUTH CAROLINA

1600 HAMPTON STREET SUITE 736
COLUMBIA,SC29208 		N/A PC DON BROWNE SCHOLARSHIP FUND 7,500

VILLAGE PRESERVATION FOUNDATION

1309 JERSEY RIDGE ROAD
DAVENPORT,IA52803 		N/A PC ARCHITECTURAL HERITAGE AND CULTURAL HISTORY PRESERVATION 1,000

YOUNG WOMEN'S RESOURCE CENTER

818 5TH AVE
DES MOINES,IA50309 		N/A PC GENERAL FUND 250
Total .................................right arrow 3a 568,800
bApproved for future payment

ALLIANCE FOR A BETTER IOWA EDUCATION FUND
PO BOX 8267
DES MOINES,IA503018267 		N/A PC GENERAL FUND 25,000

BLANK PARK ZOO
7401 SW 9TH ST
DES MOINES,IA50315 		N/A PC GENERAL FUND 25,000

CITY OF DES MOINES
400 ROBERT D RAY DR
DES MOINES,IA50309 		N/A GOV TRANSITIONAL HOUSING 100,000

DRAKE UNIVERSITY
2800 UNIVERSITY AVE
DES MOINES,IA50311 		N/A PC ROBERT D & BILLIE RAY CENTER 20,000

DRAKE UNIVERSITY
2800 UNIVERSITY AVE
DES MOINES,IA50311 		N/A PC INTERNSHIP ENDOWMENT 10,000

IOWA FREEDOM OF INFORMATION COUNCIL
2805 UNIVERSITY AVE
DES MOINES,IA50311 		N/A PC SUPPORT OF OPEN RECORDS AND INFORMATION 50,000
Total ................................. right arrow 3b 230,000
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 337,692  
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 64,076  
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) .. 0 401,768 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
401,768
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
GARTNER FAMILY FOUNDATION
% MICHAEL G GARTNER
Employer identification number

42-1422699
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
GARTNER FAMILY FOUNDATION
% MICHAEL G GARTNER 		Employer identification number
42-1422699
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
MICHAEL G GARTNER
100 MARKET STREET
 
DES MOINES, IA50309

$ 90,061


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
BARBARA GARTNER
100 MARKET STREET
 
DES MOINES, IA50309

$ 90,523


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
MICHAEL C GARTNER
117 SW 51ST STREET
 
DES MOINES, IA50312

$ 282,039


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
GARTNER FAMILY FOUNDATION
% MICHAEL G GARTNER 		Employer identification number

42-1422699
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 193 SH AUTOMATIC DATA PROCESSING, 792 SH CARRIER GLOBAL CORP $ 90,061 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 388 SH CONOCOPHILLIPS, 190 SH EATON CORP PLC $ 90,523 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 980.757 SH ABBVIE INC., 862.104 SH CLOROX COMPANY, 78 SH TJX COMPANIES INC. $ 282,039 2023-12-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
GARTNER FAMILY FOUNDATION
% MICHAEL G GARTNER 		Employer identification number

42-1422699
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
GARTNER FAMILY FOUNDATION
 
% MICHAEL G GARTNER
EIN:
42-1422699
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 7,240 3,620   3,620

TY 2023 InvestmentsCorpBondsSchedule
Name:
GARTNER FAMILY FOUNDATION
 
% MICHAEL G GARTNER
EIN:
42-1422699
Name of Bond End of Year Book Value End of Year Fair Market Value
CDK GLOBAL INC. MULTISTEP CPN BOND 99,769 90,670
FIRST INTERSTATE BANCSYS SUBORDINATED BONDS 100,724 93,289
FORD MOTOR CREDIT CO LLC 50,000 49,353
FORD MOTOR CREDIT CO LLC 100,000 98,855
NATIONWIDE FINL SCVS INC. JR. SUB DEBENTURES 222,450 196,170

TY 2023 InvestmentsCorpStockSchedule
Name:
GARTNER FAMILY FOUNDATION
 
% MICHAEL G GARTNER
EIN:
42-1422699
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 10,561 48,651
ABBVIE INC. 203,569 418,536
AMCOR PLC 77,962 126,689
ARCHER-DANIELS-MIDLND CO. 165,614 379,083
AUTOMATIC DATA PROCESSING 73,344 200,296
BANK OF AMERICA CORP 110,484 94,545
BECKTON DICKINSON & CO. 23,556 76,806
BRISTOL MYERS SQUIBB CO. 70,653 112,933
CATERPILLAR INC. 24,078 90,771
CHEVRON CORPORATION 39,261 56,084
CINCINNATI FINCL CORP. 162,906 428,324
CLOROX COMPANY 168,688 217,465
COCA-COLA COMPANY 90,292 89,102
COLGATE-PALMOLIVE CO. 14,300 28,696
CONSOLIDATED EDISON INC. 50,419 92,516
CUMMINS INC. 24,042 62,767
DARLING INGREDIENTS INC. 5,955 74,760
DEERE & CO. 44,977 255,517
DOW INC. 32,254 52,263
DUKE ENERGY CORP. 11,730 26,492
EMERSON ELECTRIC CO. 26,356 50,612
EXXON MOBIL CORP 21,169 54,989
FIRST INTERSTATE BANCSYS INC.-CLASS A 90,405 60,424
GENERAL ELEC CO NEW 15,831 91,894
GENUINE PARTS CO. COM. 74,651 159,691
HNI CORP. 69,339 100,517
INTEL CORP. 27,271 65,024
INTERNATIONAL BUSINESS MACHINE CORP. 90,384 106,308
JOHNSON & JOHNSON 59,294 147,649
KIMBERLY-CLARK CORP. 24,131 48,129
MDU RESOURCES GROUP INC. 42,516 59,044
MEDTRONIC PLC 50,322 54,783
MERCK & CO. INC. NEW 45,294 135,948
MGE ENERGY INC. 20,195 68,116
MICROSOFT CORP. 24,109 343,325
NOVARTIS AG SPON ADR 76,575 148,426
PAYCHEX INC. 15,123 44,547
PFIZER INCORPORATED 86,594 63,671
PRINCIPAL FINANCIAL GROUP 100,853 270,861
PROCTER & GAMBLE CO 14,228 31,946
QCR HOLDINGS INC. 121,501 583,906
RAYTHEON TECHNOLOGIES CORP. 13,353 26,252
SYSCO CORPORATION 24,879 64,062
TEGNA INC. 16,017 191,250
UNITED FIRE GRP INC. 59,740 66,899
UNITED PARCEL SERVICE-B 69,439 100,627
US BANCORP NEW 95,463 106,209
WALMART INC. 290,560 1,008,960
WELLS FARGO & CO. NEW 70,194 129,252
WEST BANCORPORATION INC. 104,788 157,092
XCEL ENERGY INC. 20,196 74,292
CARRIER GLOBAL CORP 44,950 45,500
CONOCOPHILLIPS COP 45,652 45,035
EATON CORP PLC 44,871 45,756
GE HEALTHCARE TECHS INC 4,175 18,557
KNIFE RIV HLDG CO 18,690 49,304
SANDOZ GROUP AG 4,224 9,411
TJX INC. 7,319 7,317

TY 2023 InvestmentsOtherSchedule2
Name:
GARTNER FAMILY FOUNDATION
 
% MICHAEL G GARTNER
EIN:
42-1422699
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CAPITAL INCOME BLDR AT COST 618,707 724,053
EUROPACIFIC GROWTH FD CLASS A AT COST 261,871 296,738
FRANKLIN MUTUAL EUROPEAN FUND CLASS A AT COST 354,254 416,590
INCOME FUND AMER. INC. CLASS A AT COST 562,639 710,859
INTL GROWTH & INCOME FUND CLASS A AT COST 485,000 544,505
WASH MUTL. INVS FD. INC. CLASS A AT COST 1,075,642 1,356,106

TY 2023 OtherDecreasesSchedule
Name:
GARTNER FAMILY FOUNDATION
 
% MICHAEL G GARTNER
EIN:
42-1422699
Description Amount
PRIOR PERIOD ADJUSTMENT 4,523


TY 2023 OtherExpensesSchedule
Name:
GARTNER FAMILY FOUNDATION
 
% MICHAEL G GARTNER
EIN:
42-1422699
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 20 0   0


TY 2023 OtherLiabilitiesSchedule
Name:
GARTNER FAMILY FOUNDATION
 
% MICHAEL G GARTNER
EIN:
42-1422699
Description Beginning of Year - Book Value End of Year - Book Value
CHECKS IN TRANSIT 150,000 186,638


TY 2023 TaxesSchedule
Name:
GARTNER FAMILY FOUNDATION
 
% MICHAEL G GARTNER
EIN:
42-1422699
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 16,814 0   0
FOREIGN TAXES 1,984 1,984   0