2025-10-15T09:39:34-05:00 2024-11-30 332443397 AKM ADVISORS 200 WEST 41ST STREET - STE 1801 NEW YORK NY 10036 990PF 2023-12-01 133057951 CHARLOTTE AND JOSEPH GARDNER FOUNDATION C/O AKM ADVISORS CHAR 2127512479 200 WEST 41ST STREET - STE 1801 NEW YORK NY 10036 DANIELLE GARDNER PRESIDENT 2123664833 2025-10-15 1 1 DAVID E MOND CPA P00054379 2123820404 2025-10-15 2023 2025-03-06 01:10:19Z X 235918 X X 9926 9926 1229 1229 -18716 272196 0 -7561 11155 0 0 0 2945 0 0 400 0 0 152 0 0 3497 0 0 31809 31809 35306 0 31809 -42867 11155 839 50321 50321 273221 180872 185597 274060 231193 235918 0 0 X 0 0 0 0 274060 231193 274060 231193 274060 231193 274060 -42867 0 231193 0 231193 BMO SPX RTY P 2024-05-30 2024-11-29 50000 50000 0 0 BOFA AMZN P 2024-07-26 2024-10-31 40000 40000 0 0 JPM NVIDIA P 2024-07-26 2024-10-31 40000 40000 0 0 BNP MTN P 2023-07-21 2024-07-29 70363 65000 5363 5363 BMO TSLA P 2023-08-30 2024-09-30 20000 20000 0 0 BOFA GDX SLV P 2022-05-25 2024-05-31 25000 25000 0 0 JPM TDOC P 2021-05-26 2024-05-31 1915 25000 -23085 -23085 ISHS FLTG RT BOND P 2023-02-24 2023-12-22 24918 25912 -994 -994 -18716 155 0 155 0 155 975 0 300 0 1275 0 1120 1120 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A AKM ADVISORS 2123820404 200 WEST 41ST STREET - STE 1801 NEW YORK NY 10036 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANIELLE GARDNER 230 WEST 15TH STREET NEW YORK NY 10011 PRESIDENT 0.00 0 0 0 LYDIA SNAPE 230 WEST 15TH STREET NEW YORK NY 10011 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 206750 12898 0 219648 0 0 219648 3295 216353 10818 10818 155 155 10663 0 10663 0 10663 31809 0 31809 10663 0 0 1415 11193 12608 31809 0 0 0 10663 21146 0 0 33754 0 0 0 0 0 0 1415 32339 11193 21146 X DANIELLE GARDNER 230 WEST 15TH STREET NEW YORK NY 10011 2123664833 N/A N/A NEW YORK CITY AREA; EDUCATION AMERICAN MUSEUM OF NATURAL HISTORY CENTRAL PARK WEST AT 79TH STREET NEW YORK NY 10024 PUBLIC CHARITY GENERAL PURPOSE 600 IS 8 BASKETBALL INC 108-35 167TH STREET JAMAICA NY 11433 PUBLIC CHARITY GENERAL PURPOSE 23625 POSITIVE DIRECTION OF QUEENS COUNTY INC 13725 BROOKVILLE BLD ROSEDALE NY 11422 PUBLIC CHARITY GENERAL PURPOSE 940 USATEESCOM 6509 11TH AVENUE BROOKLYN NY 11219 PUBLIC CHARITY GENERAL PURPOSE 4594 YOUTH RENEWAL FUND 250 WEST 5TH STREET NEW YORK NY 10107 PUBLIC CHARITY GENERAL PURPOSE 1000 EMPIRE RISES INC 683 BARBEY ST APT 615 BROOKLYN NY 11207 PUBLIC CHARITY GENERAL PURPOSE 1050 31809 0 14 9926 14 1229 18 -18716 0 -7561 0 -7561 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2945 0 0 THE CHARLOTTE AND JOSEPH GARDNER FOUNDATION ("FOUNDATION") HEREBY ELECTS, PURSUANT TO TREASURY REG. SECTION 53.4942(A)-3(D)(2) AND THE INSTRUCTIONS FOR FORM 990-PF, PART XIII, LINE 4C, TO TREAT $5,983 OF ITS QUALIFYING DISTRIBUTIONS FOR THE TAXABLE YEAR ENDING NOVEMBER 30, 2015 AS DISTRIBUTIONS OUT OF CORPUS IN CONNECTION WITH THE "PASS THROUGH" REQUIREMENTS IMPOSED UPON THE FOUNDATION UNDER TREASURY REG. SECTION 53.4942(A)-3(C) INVESTMENT IN JANNEY 180872 185597 SUNDRY 152 0 0 EXCISE TAX 400 0 0