GUARDIAN TRUST FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GUARDIAN TRUST FOUNDATION INC (EIN 04-3625771)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-18
- IRS object ID
- 202511089349300601
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-18T00:14:55-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593204548 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MOORE & CO PL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5931 NW 1ST PL | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326072063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043625771 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUARDIAN TRUST FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUAR | BusinessNameControlTxt |
| Phone | 7272101185 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 CHESTNUT ST C | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337565618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRAVIS FINCHUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7272101185 | PhoneNum |
| Signature | 2025-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CORINNE LAROCHE | PreparerPersonNm |
| PTIN | P01500189 | PTIN |
| Phone | 3523781331 | PhoneNum |
| Preparation | 2025-04-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRAVIS FINCHUM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 CHESTNUT ST C | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337565618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,047,803 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GUARDIANTRUSTS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $787,545 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,144,706 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,911,014 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,903,097 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,698,559 | PYTotalRevenueAmt |
| CY Total Revenue | $5,047,803 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $872,745 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,266,200 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $266,838 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $278,305 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,498,273 | PYOtherExpensesAmt |
| CY Other Expenses | $3,592,463 | CYOtherExpensesAmt |
| PY Total Expenses | $4,637,856 | PYTotalExpensesAmt |
| CY Total Expenses | $5,136,968 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $60,703 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$89,165 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $203,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,657 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,357 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $170,822 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $81,657 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE, FURTHER, AND SUPPORT SELECTED CHARITABLE ACTIVITIES AND ORGANIZATIONS THAT PROVIDE GOODS, SERVICES OR FUNDING FOR INDIVIDUALS THAT MEET THE SOCIAL SECURITY DEFINITION OF DISABLED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,655,704 | ExpenseAmt |
| Grant | $1,266,200 | GrantAmt |
| Revenue | $3,903,097 | RevenueAmt |
| Desc | THE GUARDIAN TRUST FOUNDATION SUPPORTS CHARITABLE ACTIVITIES AND ORGANIZATIONS THAT PROVIDE GOODS, SERVICES OR FUNDING FOR THE UNDERPRIVILEGED, THE DISADVANTAGED, AND FOR INDIVIDUALS OF ANY AGE WHO ARE DISABLED. ACTIVITIES INCLUDE: PROVIDING GRANTS TO LOCAL NON-PROFITS SERVING DISABLED PERSONS, SUPPORTING LOCAL NON-PROFITS SERVING DISABLED PERSONS, AND ACTING AS TRUSTEE OF SEVERAL SPECIAL NEEDS POOLED TRUSTS (SNPT) TO PRUDENTLY MANAGE ASSETS, ENSURING THE LONG-TERM FINANCIAL WELL-BEING OF SNPT BENEFICIARIES. | Desc |
| Total Program Service Expenses | $4,655,704 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7272101185 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 CHESTNUT ST STE C | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33756 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TRAVIS FINCHUM | ||||||
| PRESIDENT/SECRETARY | 20.00 | Yes (X) | Yes (X) | $125,000 | $0 | $0 |
| KOLE LONG | ||||||
| VICE-PRESIDENT/TREASURER | 20.00 | Yes (X) | Yes (X) | $100,000 | $0 | $33,546 |
| ROB RAWLINGS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIM KUREY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL BURMEISTER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $225,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $33,546 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ELITE TRUST SERVICES | |||||
| 901 CHESTNUT ST SUITE B | CLEARWATER | FL | 33756 | MGMT/INVEST MGMT FEES | $2,944,909 |
| CADARET GRANT & CO INC | |||||
| 100 MADISON ST SUITE 1300 | SYRACUSE | NY | 13202 | INVESTMENT MGMT FEES | $257,996 |
| CBIZ INC | |||||
| 4849 GREENVILLE AVE SUITE 1000 | DALLAS | TX | 75206 | PROFESSIONAL SERVICES PROVIDER | $122,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,144,706 | AllOtherContributionsAmt |
| Total Contributions | $1,144,706 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUSTEE FEES | Desc |
| Business | 525920 | BusinessCd |
| Total Revenue Column | $3,903,097 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,903,097 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,903,097 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,047,803 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,903,097 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,266,200 | TotalAmt |
| Program Services | $1,266,200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,546 | TotalAmt |
| Management And General | $258,546 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $807 | TotalAmt |
| Management And General | $807 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,952 | TotalAmt |
| Management And General | $18,952 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,944,909 | TotalAmt |
| Program Services | $2,944,909 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,852 | TotalAmt |
| Management And General | $193,852 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,219 | TotalAmt |
| Program Services | $320,219 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,107 | TotalAmt |
| Management And General | $9,107 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,922 | TotalAmt |
| Program Services | $59,922 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,485 | TotalAmt |
| Program Services | $28,485 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,241 | TotalAmt |
| Program Services | $3,241 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,289 | TotalAmt |
| Program Services | $29,289 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| OPERATING EXPENSE | $3,000 | $3,000 |
| TRUST REIMBURSEMENT | $409 | $409 |
| MEALS AND ENTERTAINMENT | $30 | $30 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,136,968 | TotalAmt |
| Program Services | $4,655,704 | ProgramServicesAmt |
| Management And General | $481,264 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,179 | BOYAmt |
| EOY | $81,657 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,179 | BOYAmt |
| EOY | $81,657 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,357 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,357 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,822 | BOYAmt |
| EOY | $81,657 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,822 | BOYAmt |
| EOY | $81,657 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,179 | BOYAmt |
| EOY | $81,657 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$89,165 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $573,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $458,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $385,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $787,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,144,706 | CurrentTaxYearAmt |
| Total | $3,350,118 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $573,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $458,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $385,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $787,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,144,706 | CurrentTaxYearAmt |
| Total | $3,350,118 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $802,352 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,547,766 | PublicSupportTotal170Amt |
| Total Support | $3,350,118 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,301,400 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80010 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ADULT ADVOCATE ALLIANCE | ||||||||
| 33 AVENUE 1 SE | WINTERHAVEN | FL | 33880 | 861709051 | 501(C)(3) | $50,000 | $0 | PARTICIPATING ORGANIZATION |
| AGING SOLUTIONS | ||||||||
| 19001 SUNLAKE BLVD | LUTZ | FL | 33558 | 043987500 | 501(C)(3) | $100,000 | $0 | PARTICIPATING ORGANIZATION |
| ARC FLORIDA | ||||||||
| 2898 MAHAN DRIVE SUITE 1 | TALLAHASSEE | FL | 32308 | 590830741 | 501(C)(3) | $50,000 | $0 | GENERAL DONATION |
| ARC MARION INC | ||||||||
| 2800 SE MARICAMP ROAD | OCALA | FL | 34471 | 593246094 | 501(C)(3) | $20,000 | $0 | GENERAL DONATION |
| ARC TAMPA BAY FOUNDATION | ||||||||
| 1501 N BELCHER RD SUITE 244 | CLEARWATER | FL | 33765 | 592174961 | 501(C)(3) | $50,000 | $0 | GENERAL DONATION |
| BROWARD COUNTY GUARDIANSHIP ASSOC | ||||||||
| 2881 E OAKLAND PARK BLVD STE 316 | FORT LAUDERDALE | FL | 33306 | 650304731 | 501(C)(3) | $25,000 | $0 | GENERAL DONATION |
| CLEARWATER FREE CLINIC | ||||||||
| 1218 COURT ST | CLEARWATER | FL | 33756 | 591852871 | 501(C)(3) | $50,000 | $0 | GENERAL DONATION |
| COMMUNITY DENTAL CLINIC | ||||||||
| 1008 WOODLAWN ST | CLEARWATER | FL | 33756 | 453340613 | 501(C)(3) | $25,000 | $0 | GENERAL DONATION |
| CUP INC | ||||||||
| PO BOX 10249 | CLEARWATER | FL | 336790249 | 873296836 | 501(C)(3) | $25,000 | $0 | PARTICIPATING ORGANIZATION |
| FIFTH CIRCUIT PUBLIC GUARDIAN | ||||||||
| PO BOX 4985 | OCALA | FL | 34478 | 593706138 | 501(C)(3) | $50,000 | $0 | GENERAL DONATION |
| FLORIDA GUARDIAN AD LITEM FOUNDATION INC | ||||||||
| 600 SOUTH CALHOUN ST SUITE 274 | TALLAHASSE | FL | 32301 | 450501348 | 501(C)(3) | $50,000 | $0 | GENERAL DONATION |
| FLORIDA'S CHILDREN FIRST INC | ||||||||
| 1801 N UNIVERSITY DR 3RD FLOOR | CORAL SPRINGS | FL | 33071 | 522372998 | 501(C)(3) | $50,000 | $0 | GENERAL DONATION |
| FREEDOM SAILING CAMP OF FLORIDA INC | ||||||||
| 1730 LOMBARDY DR | CLEARWATER | FL | 33755 | 462219305 | 501(C)(3) | $10,000 | $0 | GENERAL DONATION |
| FRIENDS OF TACACHALE | ||||||||
| 1621 NE WALDO RD | GAINESVILLE | FL | 32609 | 331112045 | 501(C)(3) | $10,000 | $0 | GENERAL DONATION |
| GIGI'S PLAYHOUSE TAMPA FOR CHEER GEMS | ||||||||
| 2350 W HIGGINS ROAD | HOFFMAN ESTATES | IL | 60169 | 200058563 | 501(C)(3) | $25,000 | $0 | GENERAL DONATION |
| GREAT EXPLORATIONS CHILDREN'S MUSEUM | ||||||||
| 1925 4TH STREET NORTH | ST PETERSBURG | FL | 33704 | 592763359 | 501(C)(3) | $15,000 | $0 | GENERAL DONATION |
| HABITAT FOR HUMANITY | ||||||||
| 13355 49TH ST N SUITE B | CLEARWATER | FL | 33762 | 911914868 | 501(C)(3) | $25,000 | $0 | GENERAL DONATION |
| LIFE CONCEPTS INC DBA QUEST INC | ||||||||
| 1509 E COLONIAL DR STE 300 | TAMPA | FL | 33770 | 592013160 | 501(C)(3) | $50,000 | $0 | GENERAL DONATION |
| LEARNING INDEPENDENCE FOR TOMORROW INC | ||||||||
| 1005 S HIGHLAND AVENUE | CLEARWATER | FL | 33756 | 461088977 | 501(C)(3) | $40,000 | $0 | GENERAL DONATION |
| LIGHTHOUSE OF PINELLAS | ||||||||
| 6925 112TH CIRCLE NORTH SUITE 103 | LARGO | FL | 33773 | 237042938 | 501(C)(3) | $25,000 | $0 | GENERAL DONATION |
| LUTHERAN SERVICES 12TH AND 13TH CIRCUITS | ||||||||
| 5104 N LOCKWOOD RIDGE RD SUITE 307 | SARASOATA | FL | 34234 | 592198911 | 501(C)(3) | $50,000 | $0 | GENERAL DONATION |
| LUTHERAN SERVICES 1ST CIRCUIT | ||||||||
| 3627 WEST WATERS AVENUE | TAMPA | FL | 33614 | 592198911 | 501(C)(3) | $50,000 | $0 | GENERAL DONATION |
| OFFICE OF PUBLIC GUARDIAN - NORTH FLORIDA | ||||||||
| 1425 PIEDMONT DRIVE EAST | TALLAHASSE | FL | 32808 | 161652866 | 501(C)(3) | $50,000 | $0 | PARTICIPATING ORGANIZATION |
| NEW TAMPA PLAYERS INC - PENGUIN PROJECT | ||||||||
| PO BOX 48502 | TAMPA | FL | 33646 | 205433506 | 501(C)(3) | $15,000 | $0 | GENERAL DONATION |
| READY FOR LIFE | ||||||||
| 2300 TALL PINES DR 100 | LARGO | FL | 33771 | 264032979 | 501(C)(3) | $10,000 | $0 | GENERAL DONATION |
| RECONNECTIONS EDUCATION CENTER | ||||||||
| 2114 SEVEN SPRINGS BLVD STE 200 | NEW PORT RICHEY | FL | 34655 | 825108869 | 501(C)(3) | $10,000 | $0 | GENERAL DONATION |
| SAGES THEATER INC | ||||||||
| 2618 COVE CAY DRIVE SUITE 207 | CLEARWATER | FL | 33760 | 834113218 | 501(C)(3) | $25,000 | $0 | GENERAL DONATION |
| SOUTH FLORIDA GUARDIANSHIP | ||||||||
| 3601 W COMMERCIAL BLVD | FT LAUDERDALE | FL | 33309 | 650306024 | 501(C)(3) | $50,000 | $0 | GENERAL DONATION |
| TENNIS FOR FUN | ||||||||
| 5822 BUTTERFIELD ST | RIVERVIEW | FL | 33578 | 821030690 | 501(C)(3) | $25,000 | $0 | GENERAL DONATION |
| YMCA OF THE SUNCOAST | ||||||||
| 2469 ENTERPRISE RD | CLEARWATER | FL | 33763 | 590810731 | 501(C)(3) | $50,000 | $0 | GENERAL DONATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION CONDUCTS RESEARCH AND EXAMINATION INTO EACH ORGANIZATION THAT RECEIVES SUPPORT. THE FOUNDATION MAINTAINS CONTACT WITH VARIOUS RECIPIENT ORGANIZATIONS TO ENSURE THAT FUNDS ARE BEING USED PROPERLY. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ELITE TRUST SERVICES INC | |||
| ENTITY 100% OWNED BY TRAVIS FINCHUM, PRESIDENT | $2,944,909 | MANAGEMENT FEES | 0 |
| ELITE TRUST SERVICES INC | |||
| ENTITY 100% OWNED BY TRAVIS FINCHUM, PRESIDENT | $31,485 | REIMBURSEMENT OF OPERATING AND OCCUPANCY EXPENSES | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | TO PROMOTE, FURTHER AND SUPPORT SELECTED CHARITABLE ACTIVITIES AND ORGANIZATIONS THAT PROVIDE GOODS, SERVICES OR FUNDING FOR INDIVIDUALS THAT MEET THE SOCIAL SECURITY DEFINITION OF DISABLED (42 USC 1382(C)(A)(3)); TO FORM AND SERVE AS TRUSTEE OF A POOLED TRUST AS THAT TERM IS DEFINED IN 42 USC 1396P(D)(4)(C) TO SERVE DISABLED INDIVIDUALS; TO RECEIVE, ACCEPT, HOLD, INVEST, REINVEST AND ADMINISTER ANY GIFTS, BEQUESTS, DEVISES AND PROPERTY OF ANY SORT WITHOUT LIMITATION AS TO AMOUNT OR VALUE AND USE, DISBURSE OR DONATE THE INCOME OR PRINCIPAL THEREOF EXCLUSIVELY FOR CHARITABLE PURPOSES BY SUPPORTING ORGANIZATIONS SERVING DISABLED INDIVIDUALS; TO RAISE FUNDS AND SOLICIT DONATIONS FROM INTERESTED PERSONS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ORGANIZATIONS AND FOUNDATIONS AND TO EXPEND SUCH FUNDS IN FURTHERANCE OF THE CORPORATE GOALS AND PURPOSES. |
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS TRAVIS FINCHUM AND KOLE LONG HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE BOARD PRESIDENT, TRAVIS FINCHUM, IS OWNER OF ELITE TRUST SERVICES, INC. (ETS). ETS PROVIDES TRUST AND ADMINISTRATION MANAGEMENT SERVICES TO GUARDIAN TRUST FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH MEMBER ENTITLES THE HOLDER TO ONE VOTE. IN THE ELECTION OF DIRECTORS, A PLURALITY OF THE VOTES CAST SHALL ELECT. ANY OR ALL OF THE MEMBERS OF THE BOARD OF DIRECTORS MAY BE REMOVED WITH OR WITHOUT CAUSE BY VOTE OF THE MEMBERS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION BOARD OF DIRECTORS WAS FURNISHED WITH A COPY OF THE FORM 990 FOR REVIEW PRIOR TO THE FILING WITH FLORIDA AND THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12 | ALL TRANSACTIONS RESULTING IN POTENTIAL OR PERCEIVED CONFLICTS OF INTEREST MUST BE FULLY DISCLOSED TO THE BOARD OF DIRECTORS UPON DISCOVERY AND SHALL AT ALL TIMES REMAIN AVAILABLE TO THE BOARD FOR EXAMINATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD REVIEWS AND APPROVES COMPENSATION FOR THE ORGANIZATION'S OFFICERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST |
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