2024-02-13T14:59:20-05:00 2021-12-31 593266324 HMS CERTIFIED PUBLIC ACCOUNTANTS PA 457 LAKE HOWELL RD MAITLAND FL 32751 990 2021-01-01 753033804 ADVOCATES & GUARDIANS FOR THE ELDERLY & DISABLED INC ADVO 4076824111 1607 CHERRYWOOD LANE LONGWOOD FL 32750 NICK BARTON EXECUTIVE DIRECTOR 4076824111 2022-11-30 true NICK BARTON XXX-XX-XXXX KARLA HENNING STARKEY P00248336 4075714080 2024-02-12 2021 2023-04-26 12:10:37Z ALICE DEXTER 604 CHESNUT OAK CIRCLE ALTAMONTE SPRINGS FL 32701 4032364 false X WWW.TRUSTAGED.ORG X 2003 FL PROVIDE ADMINISTRATION AND TRUSTEE SERVICES FOR POOLED SPECIAL NEEDS TRUSTS IN ACCORDANCE WITH OMNIBUS RECONCILIATION ACT OF 1993 US CODE 1496P(D)4(C). 5 5 19 0 0 2071395 3317447 26284 128699 0 2097679 3446146 0 0 1029472 1080597 0 0 583147 829307 1612619 1909904 485060 1536242 2941875 4268197 538171 335425 2403704 3932772 PROVIDE ADMINISTRATION AND TRUSTEE SERVICES FOR POOLED SPECIAL NEEDS TRUSTS IN ACCORDANCE WITH OMNIBUS RECONCILIATION ACT OF 1993 US CODE 1496P(D)4(C). false false 1879567 3317447 PROVIDE DIRECT FUNDING FOR PROFESSIONAL GUARDIANSHIP SERVICES FOR INDIGENT WARDS UNDER COURT ORDER IN FLORIDA. CREATE AND DISTRIBUTE RESOURCE LITERATURE FOR SENIOR AND DISABLED SERVICES THROUGHOUT FLORIDA FREE OF CHARGE TO VARIOUS ORGANIZATIONS AND AT MEETINGS THROUGHOUT THE STATE. PROVIDE TRAINING AND CEU'S TO GUARDIANS, CARE MANAGERS, RN'S AND CPA'S. HELP SENIOR AND DISABLED INDIVIDUALS WITH MEDICAID APPLICATIONS. CONTRIBUTE SUPPORT AND RESOURCES TO LOCAL NON-PROFITS THAT PROVIDE HELP AND SERVICES TO SENIOR AND/OR DISABLED INDIVIDUALS. 1879567 true false false false false false false false false false true true false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 28 0 19 true false false false false false false false false X 5 5 false false false false false true false true true false false true true true true true true true false false X NICK BARTON 4076824111 1201 HOMOSASSA COURT LONGWOOD FL 32779 X CYNTHIA CHASE TREASURER 1.00 X 0 0 0 ALICE DEXTER PRESIDENT 1.00 X 0 0 0 TERRI LEWIS MEMBER 1.00 X 0 0 0 DAVID PILCHER MEMBER 1.00 X 0 0 0 LAURIE RENZI SECRETARY 1.00 X 0 0 0 1 false false false RETAINED TRUSTS 624100 2231075 2231075 ACCT MAINT FEES 624100 938184 938184 ACCT SET UP FEES 624100 78500 78500 FLORIDA PUBLIC GUARDIAN FEES 624100 69249 69249 MISCELLANEOUS 624100 257 257 182 182 3317447 25609 25609 666432 22876 549169 37049 117263 -14173 103090 99214 3876 3446146 3416661 29485 149581 149581 785347 785347 73694 73694 71975 71975 7222 7222 97500 97500 6414 6414 25000 25000 33736 33736 35750 35750 29854 29854 33055 33055 125208 125208 40198 40198 4638 4638 16324 16324 11226 11226 20323 20323 ELDER CARE/GUARDIAN SUPPO 138080 138080 FDN FOR INDIGENT GUARDIAN 107126 107126 COMMUNITY SUPPORT PROGRAM 33857 33857 CHG PROGRAM 16120 16120 47676 47193 483 1909904 1879567 30337 0 270932 268348 23513 32107 764526 724037 764526 1024777 1856032 898616 1347184 2941875 4268197 538171 335425 538171 335425 X 2403704 3932772 2403704 3932772 2941875 4268197 1536242 -7174 X false false false X 1493429 1394971 1740287 2071395 3317447 10017529 1493429 1394971 1740287 2071395 3317447 10017529 10017529 15343 21429 23073 18645 25608 104098 15343 21429 23073 18645 25608 104098 1508772 1416400 1763360 2090040 3343055 10121627 0.98970 0.99020 0.01000 0.01000 X 89526 89526 549460 549460 125540 125540 764526 RETAINED FUNDS 1347184 1347184 N/P- WELLS FARGO 284457 RETAINED FOR OTHER TRUST 42277 CREDIT CARD PAYABLE-AMEX 8450 WELLS FARGO CC - NB 241 335425 FORM 990, PAGE 6, PART VI, LINE 7A ONCE APPROVED BY THE GOVERNING BODY, MEMBERS ARE ELECTED BY SIMPLE MAJORITY OF THOSE IN ATTENDANCE AND ELIGIBLE TO VOTE. FORM 990, PAGE 6, PART VI, LINE 11B OFFICERS ARE PROVIDED AN OPPORTUNITY TO REVEIW THE TAX RETURN PRIOR TO FILING. ANY AND ALL QUESTIONS AND CONCERNS ARE RESOLVED PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICTS OF INTEREST AMOUNG MEMBERS AND OFFICERS ARE REVIEWED ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A ALL SALARIES ARE REVIEWED AND APPROVED BY THE GOVERNING BOARD. FORM 990, PAGE 6, PART VI, LINE 19 ALL MINUTES AND TAX RETURNS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUESTS. SUCH REQUESTS ARE NORMALLY HANDLED WITHIN 72 HOURS.