2026-03-12T19:38:05-05:00 2025-11-30 412113128 SANDERS & COMPANY LLC 3710 RAWLINS SUITE 1210 DALLAS TX 75219 990PF 2024-12-01 710938986 JAMES C & NORMA I SMITH FOUNDATION JAME 2145269090 PO BOX 190369 DALLAS TX 75219 JAMES C SMITH PRESIDENT 2145269090 2026-03-12 1 0 JOSEPH C MURRAY P01228443 9724041636 2024 2025-03-06 01:10:19Z X 76433079 X 14534100 1166032 1166032 4621850 76997745 4621850 20321982 5787882 0 200000 0 0 0 2841 0 0 0 12880 0 0 0 18043 0 0 0 23819 0 0 0 257583 0 0 0 4275000 4275000 4532583 0 0 4275000 15789399 5787882 0 426878 225040 225040 20811812 163229 163229 80652534 76044810 76044810 101891224 76433079 76433079 0 0 X 0 0 0 0 101891224 76433079 101891224 76433079 101891224 76433079 101891224 15789399 0 117680623 41247544 76433079 5000 SHARES GARTNER INC.COM D 2007-02-22 2025-05-12 2220989 109609 2111380 2111380 5000 SHARES GARTNER INC.COM D 2007-02-22 2025-05-27 2225950 109609 2116341 2116341 7500 INVESCO S & P 500 P 2024-03-15 2025-10-01 1422413 1234241 188172 188172 1000 SHARES GARTNER INC .COM D 2007-02-22 2025-11-07 227879 21922 205957 205957 238416.86 SHARES JPM US GOVT MM FD P 2025-01-29 2025-02-25 238417 238417 0 0 10,000,000 SHARES JPM USGOVT MM FD P 2025-01-29 2025-05-28 10000000 10000000 0 0 10,000,000 SHARES JP MORGAN CHASE BANK P 2025-05-28 2025-07-09 10050409 10050409 0 0 10033602.45 JP MORGAN CHASE BANK P 2025-06-25 2025-07-23 10033602 10033602 0 0 9895678.75 JPM US GOVT MM FD P 2025-01-29 2025-07-23 9895679 9895679 0 0 4500000 JPM US GOVT MM FD P 2025-05-28 2025-09-18 4500000 4500000 0 0 500050000 US TREASURY 5% P 2024-08-15 2025-10-31 5000000 5000000 0 0 JPM US GOVT P 2025-05-28 2025-10-01 1165620 1165620 0 0 JP MORGAN CHASE BANK P 2025-05-28 2025-06-11 10000000 10000000 0 0 JP MORGAN CHASE BANK P 2025-06-11 2025-06-25 10016787 10016787 0 0 4621850 80452 0 80452 0 80452 78000 0 0 0 78000 0 2452 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 100000 0 0 CHRISTINA A NISELL 415 NW MARLBOROUGH AVE PORTLAND OR 97210 SECRETARY/TREASURER 40.00 100000 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 80732246 3414167 0 84146413 0 0 84146413 1262196 82884217 4144211 4144211 80452 80452 4063759 0 4063759 0 4063759 4275000 0 4275000 4063759 4273192 0 0 4275000 4273192 0 0 1808 0 0 0 0 0 0 0 0 4061951 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. 250000 BIRCH COMMUNITY SERVICES 17780 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NEW YORK NY 100061705 N/A PUBLIC CHARITY GENERAL SUPPORT. 200000 OPERATION KINDNESS 3201 EARHART DRIVE CARROLLTON TX 75006 N/A PUBLIC CHARITY GENERAL SUPPORT 100000 OREGON HUMANE SOCIETY 1067 NE COLUMBIA BLVD PORTLAND OR 97211 N/A PUBLIC CHARITY GENERAL SUPPORT 100000 PAWS CHICAGO 1933 NORTH MARCEY STREET CHICAGO IL 60614 N/A PUBLIC CHARITY GENERAL SUPPORT 150000 PHOENIX HOUSE TEXAS 2345 REAGAN STREET DALLAS TX 75219 N/A PUBLIC CHARITY GENERAL SUPPORT. 75000 PORTLAND OIC 717 N KILLINGSWORTH CT PORTLAND OR 97217 N/A PUBLIC CHARITY GENERAL SUPPORT 100000 ST MARY'S FOOD BANK ALLIANCE 2831 NORTH 31 ST AVENUE PHOENIX AZ 85009 N/A PUBLIC CHARITY GENERAL SUPPORT. 200000 STRAYDOG PO BOX 1465 GUN BARREL CITY TX 75147 N/A PUBLIC CHARITY GENERAL SUPPORT 75000 SUTTER ROSEVILLE MEDICAL CENTER FOUNDATION PO BOX 160045 SACRAMENTO CA 95816 N/A PUBLIC CHARITY GENERAL SUPPORT 40000 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 100000 THE VISITING NURSE ASSOCIATION OF TEXAS 1420 WEST MOCKINGBIRD LANE 700 DALLAS TX 75247 N/A PUBLIC CHARITY GENERAL SUPPORT. 10000 URBAN GLEANERS PO BOX 6344 PORTLAND OR 97228 N/A PUBLIC CHARITY GENERAL SUPPORT 75000 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 200906538 N/A PUBLIC CHARITY GENERAL SUPPORT 150000 PORTLAND FRUIT TREE PROJECT 5431 NORTHEAST 20 TH AVENUE PORTLAND OR 97211 N/A PUBLIC CHARITY GENERAL SUPPORT 15000 LIFT UP 3448 NW YEON AVE PORTLAND OR 97210 N/A PUBLIC CHARITY GENERAL SUPPORT 30000 4275000 0 1166032 4621850 0 0 5787882 5787882 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 3510 TURTLE CREEK BOULEVARD APT 8B DALLAS TX 75219 14534100 X 1 30,000 SHARES OF GARTNER, INC. STOCK (NYSE:IT)CLOSING PRICE OF $484.47 PER SHARE. 14534100 2024-12-31 ACCOUNTING FEES 12880 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. 2438051 2438051 125,600 SHARES GARTNER INC. 30887552 30887552 40000 INVESCO S & P 500 EQUAL WEIGHT ETF 7661200 7661200 2500 INVESCO S & P 500 EQUAL WEIGHT ETF 478825 478825 62500 US TREASURY SECURITIES 6108252 6108252 3600 TWDC ENTERPRISES 18 CORP 359153 359153 3650 STRYKER CORP 364283 364283 3650 ENTERGY AR LLC 364194 364194 2600 BOOKING HOLDINGS INC 259336 259336 3650 AMERN HONDA FIN 367667 367667 3650 CATERPILLAR FINL SVC 367734 367734 3750 ADOBE INC 368317 368317 3700 WELLTOWER LLC 364850 364850 3600 KMCO RLTY OP LLC 359323 359323 3650 AMAZON COM INC 362924 362924 2500 PNC FINL SERVICES 251380 251380 3650 META PLATFORMS INC 363813 363813 2300 US BANCORP 235391 235391 3250 CISCO SYS INC 330469 330469 4150 MASTERCARD INC 413199 413199 3650 UNITED HEALTH GROUP INC 369388 369388 3550 AMERN EXPRESS CO 360937 360937 3600 ZOETIS INC 360097 360097 3600 ANHEUSER BUSH INBEV WOR 368121 368121 3620 CSX CORP 365620 365620 3700 TRANE TECH FIN LTD 367330 367330 3600 S&P GLOBAL INC 362325 362325 3750 PUB SVC ELEC 365881 365881 3800 VERIZON COMMUNICATION 364496 364496 3800 KIMBERLY -CLARK CORP 365983 365983 3600 WALMART 366946 366946 3900 CENCORGA INC 368269 368269 3600 ANALOG DEVICES INC 366258 366258 4050 EIDP INC 375454 375454 2100 PEPSICO INC 212762 212762 2200 THERMO FISHER SCIENTIFIC 228285 228285 3650 ENTERPRISE PRODUCTS OPER 370340 370340 3450 PHILIP MORRIS INTL INC 358637 358637 3400 AON NORTH AMER INC 354733 354733 4350 WELLS FARGO & CO 439741 439741 4250 WASTE CONNECTIONS INC 376802 376802 4050 TYCO ELECTRONICS GROUP 365271 365271 3400 MID AMERICA APARTMENTS 355749 355749 4750 GOLDMAN SACHS GROUP INC 434432 434432 3600 ERO RES INC 369637 369637 3450 ATMOS ENERGY 366550 366550 3500 DUKE ENERGY OH ONC 365745 365745 3600 CITIGROUP INC 366624 366624 6400 BANK OF AMERICA CORP 658490 658490 5350 MORGAN STANLEY 590925 590925 3550 BANK OF NY MELLON CORP 359105 359105 3550 LOCKHEED MARTIN CORP 360998 360998 2600 ABBVIE INC 269659 269659 3900 HOME DEPOT INC 401372 401372 3550 NETFLIX INC 368238 368238 1850 AMERN WTR CAP 191657 191657 3500 PAYPAL HOLDINGS INC 358124 358124 3650 FL PWR LT CO 374384 374384 3500 COMCAST CORP 368753 368753 3600 GILEAD SCIENCES INC 372443 372443 2750 ROYAL BANK OF CANADA 284185 284185 30000 VANGUARD FTSE DEVELOPMENT ETF 1847100 1847100 15000 VANGAURD FTSE EMERGING MARKE 814500 814500 5,626,550.86 JPM US GOVT MM FD 5626551 5626551 LEGAL FEES 2841 0 0 0 ADJUSTMENT TO FAIR VALUE 41247544 INSURANCE EXPENSE 12531 0 0 0 OTHER EXPENSES 1061 0 0 0 FEES & COMMISSION 10227 0 0 0 PAYROLL TAXES 18043 0 0 0