2024-11-13T16:44:13-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 5550 WILD ROSE LANE SUITE 300 WEST DES MOINES IA 50266 990PF 2023-01-01 421422699 GARTNER FAMILY FOUNDATION % MICHAEL G GARTNER GART 5152796155 100 MARKET STREET 515 DES MOINES IA 503094766 MICHAEL C GARTNER TREASURER 5152796155 2024-11-12 1 1 TREVOR HUISMAN CPA P01247282 5152224400 2024-11-12 2023 2024-10-15 13:58:12Z X X 12679805 X 462623 337692 337692 64076 384903 64076 864391 401768 30000 6000 24000 7240 3620 3620 18798 1984 0 20 0 0 56058 11604 27620 568800 568800 624858 11604 596420 239533 390164 363697 334736 334736 2972688 3435296 7767881 824849 572943 528337 3268206 3358113 4048851 7429440 7701088 12679805 150000 186638 150000 186638 X 0 0 0 0 7279440 7514450 7279440 7514450 7429440 7701088 7279440 239533 0 7518973 4523 7514450 PUBLICLY TRADED SECURITIES P 72235 71690 545 545 PUBLICLY TRADED SECURITIES P 248418 249137 -719 -719 CAPITAL GAINS DIVIDENDS P 64250 64250 64250 64076 5423 0 5423 0 5423 11440 0 0 0 5532 109 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 N/A MICHAEL G GARTNER 5152796155 100 MARKET STREET 515 DES MOINES IA 50309 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL G GARTNER 100 MARKET STREET 515 DES MOINES IA 50309 TREASURER 1.00 0 0 0 BARBARA M GARTNER 100 MARKET STREET 515 DES MOINES IA 50309 SECRETARY 1.00 0 0 0 MICHAEL C GARTNER 117 SW 51ST STREET DES MOINES IA 50312 PRESIDENT 1.00 10000 0 0 RIVER M GARTNER 100 MARKET STREET 515 DES MOINES IA 50309 DIRECTOR 1.00 10000 0 0 MICHELLE GARTNER 100 MARKET STREET 515 DES MOINES IA 50309 DIRECTOR 1.00 10000 0 0 NONE 0 NONE 0 0 11693217 130754 0 11823971 0 0 11823971 177360 11646611 582331 582331 5423 5423 576908 0 576908 0 576908 596420 0 596420 576908 4377 0 0 596420 4377 0 0 576908 15135 0 0 15135 0 0 0 0 0 0 0 15135 15135 MICHAEL G GARTNER BARBARA M GARTNER MICHAEL C GARTNER RIVER M GARTNER MICHELLE GARTNER GARTNER FAMILY FOUNDATION 100 MARKET STREET DES MOINES IA 50309 5152796155 APPLICATIONS SHOULD CONTAIN ALL NECESSARY INFORMATION CONCERNING THE PURPOSE THE GRANT, LOAN, ETC., INCLUDING WHERE THE APPLICANT CAN BE CONTACTED. N/A GRANTS WILL BE MADE TO 501(C)(3) ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. 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MULTISTEP CPN BOND 99769 90670 FIRST INTERSTATE BANCSYS SUBORDINATED BONDS 100724 93289 FORD MOTOR CREDIT CO LLC 50000 49353 FORD MOTOR CREDIT CO LLC 100000 98855 NATIONWIDE FINL SCVS INC. JR. 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COM. 74651 159691 HNI CORP. 69339 100517 INTEL CORP. 27271 65024 INTERNATIONAL BUSINESS MACHINE CORP. 90384 106308 JOHNSON & JOHNSON 59294 147649 KIMBERLY-CLARK CORP. 24131 48129 MDU RESOURCES GROUP INC. 42516 59044 MEDTRONIC PLC 50322 54783 MERCK & CO. INC. NEW 45294 135948 MGE ENERGY INC. 20195 68116 MICROSOFT CORP. 24109 343325 NOVARTIS AG SPON ADR 76575 148426 PAYCHEX INC. 15123 44547 PFIZER INCORPORATED 86594 63671 PRINCIPAL FINANCIAL GROUP 100853 270861 PROCTER & GAMBLE CO 14228 31946 QCR HOLDINGS INC. 121501 583906 RAYTHEON TECHNOLOGIES CORP. 13353 26252 SYSCO CORPORATION 24879 64062 TEGNA INC. 16017 191250 UNITED FIRE GRP INC. 59740 66899 UNITED PARCEL SERVICE-B 69439 100627 US BANCORP NEW 95463 106209 WALMART INC. 290560 1008960 WELLS FARGO & CO. NEW 70194 129252 WEST BANCORPORATION INC. 104788 157092 XCEL ENERGY INC. 20196 74292 CARRIER GLOBAL CORP 44950 45500 CONOCOPHILLIPS COP 45652 45035 EATON CORP PLC 44871 45756 GE HEALTHCARE TECHS INC 4175 18557 KNIFE RIV HLDG CO 18690 49304 SANDOZ GROUP AG 4224 9411 TJX INC. 7319 7317 CAPITAL INCOME BLDR AT COST 618707 724053 EUROPACIFIC GROWTH FD CLASS A AT COST 261871 296738 FRANKLIN MUTUAL EUROPEAN FUND CLASS A AT COST 354254 416590 INCOME FUND AMER. INC. CLASS A AT COST 562639 710859 INTL GROWTH & INCOME FUND CLASS A AT COST 485000 544505 WASH MUTL. INVS FD. INC. CLASS A AT COST 1075642 1356106 PRIOR PERIOD ADJUSTMENT 4523 MISCELLANEOUS 20 0 0 CHECKS IN TRANSIT 150000 186638 FEDERAL TAXES 16814 0 0 FOREIGN TAXES 1984 1984 0