GARDNER TAX AND FINANCIAL LLC S-CORP · from the PDF
TAX AND FINANCIAL SERVICES · 1545 GRAND AVE, SAN DIEGO, CA 92109 · PRESIDENT-OWNER
Value $100,001–$1,000,000 · gross income over $100,000
Gardner Osborne › Form 700
Gardner Osborne: 2026 Candidate statement
- Candidate 2026
- Board Member, Equalization Board · due 2026-03-06
- Filed
- 2026-03-03 · signed 03/03/2026 10:24 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (13 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 44
| Name | Business | Value | |
|---|---|---|---|
| AGREE REALTY CORP | REIT | $10,001–$100,000 | |
| BRIXMOR PROPERTY GROUP | REIT | $10,001–$100,000 | |
| AMERICOLD REALTY TRUST | REIT | $10,001–$100,000 | |
| BROOKFIELD RENEWABLE ENERGY | RENEWABLE ENERGY PRODUCER | $10,001–$100,000 | |
| BXP INC | REIT | $10,001–$100,000 | |
| CAMDEN PROPERTY | REIT | $10,001–$100,000 | |
| CURBLINE PROPERTIES | REIT | $2,000–$10,000 | |
| HEALTHPEAK PROPERTIES | REIT | $10,001–$100,000 | |
| ENERGY TRANSFER | PIPELINES | $100,001–$1,000,000 | |
| DIVERSIFIED HEALTHCARE | REIT | $10,001–$100,000 | |
| ENTERPRISE PRODUCTS INC | PIPELINES | $10,001–$100,000 | |
| EXELON CORP | UTILITY | $2,000–$10,000 | |
| GLIDEN ACTIVEWEAR | CLOTHING | $2,000–$10,000 | |
| IRON MOUNTAIN | REIT | $10,001–$100,000 | |
| KIMCO REALTY | REIT | $10,001–$100,000 | |
| HEALTHCARE REALTY TRUST | REIT | $10,001–$100,000 | |
| KRAFT HEINZ | FOOD-STAPLES | $2,000–$10,000 | |
| KINDER MORGAN | PIPELINES | $10,001–$100,000 | |
| KIMCO REALTY | REIT | $10,001–$100,000 | |
| MID AMERICAN APARTMENTS | REIT | $10,001–$100,000 | |
| MEDICAL PROPERTIES TRUST | REIT | $10,001–$100,000 | |
| LXP INDUSTRIAL | REIT | $10,001–$100,000 | |
| MPLX INC | PIPELINES | $10,001–$100,000 | |
| REALTY INCOME | REIT | $10,001–$100,000 | |
| ORION PROPERTIES | REIT | $2,000–$10,000 | |
| PLAIN ALL AMERICAN | PIPELINES | $100,001–$1,000,000 | |
| RMR GROUP | REIT MANAGER | $2,000–$10,000 | |
| OUSTER INC | TECHNOLOGY-LIDAR | $100,001–$1,000,000 | |
| REXFORD INDUSTRIAL | REIT | $2,000–$10,000 | |
| SAFEHOLD INC | REIT | $10,001–$100,000 | |
| SERVICE PROPERTIES | REIT | $2,000–$10,000 | |
| TELEPHONICA SA | TELECOM | $2,000–$10,000 | |
| UNILEVER | FOOD-HOUSEHOLD GOODS | $2,000–$10,000 | |
| AT&T | TELECOM | $10,001–$100,000 | |
| UGI CORP | PROPANE DISTRIBUTION | $2,000–$10,000 | |
| UNITI GROUP | FIBER OPTICS | $10,001–$100,000 | |
| DIVERSIFIED HEALTHCARE | REIT · BOND | $10,001–$100,000 | |
| OFFICE PROPERTY | REIT · BOND | $2,000–$10,000 | |
| VODAFONE | TELECOM | $10,001–$100,000 | |
| HORMEL FOODS | FOOD | $2,000–$10,000 | |
| LINEAGE INC | REIT | $2,000–$10,000 | |
| BRITISH AMERICAN TOBACCO | TOBACCO | $2,000–$10,000 | |
| INDUSTRIAL LOGISTICS | REIT | $2,000–$10,000 | |
| PIEDMONT REALTY | REIT | $2,000–$10,000 |
Schedule A-2 · Businesses & trusts (10% or more) 1
Schedule B · Real property 1
| Property | Value | Rental income | |
|---|---|---|---|
| 237-463-08-00-5, TEHACHAPI Ownership/Deed of Trust | $2,000–$10,000 | $0–$499 |
Schedule C · Income and business positions 1
| Source | Income | |
|---|---|---|
| GARDNER TAX AND FINANCIAL LLC TAX AND FINANCIAL SERVICES · PRESIDENT-OWNER · 1545 GRAND AVE, SAN DIEGO, CA 92109 | over $100,000 Salary: S-CORP DISTRIBUTIONS |
Schedule C · Loans received 1
| Lender | Highest balance | |
|---|---|---|
| SMALL BUSINESS ADMINISTRATION LENDING TO SMALL BUSINESS · 30 YEAR · 3.75% · Guarantor | over $100,000 |
Form 700-P · Arrangements for prospective employment 1
| BOARD OF EQUALIZATION, DISTRICT 4 BOARD OF EQUALIZATION · CANDIDATE FOR DISTRICT 4 · 700 BANNON ST, SACRAMENTO, CA 94279 | accepted 2026-11-03 |