2024-01-30T08:49:00-06:00 2022-12-31 593204548 JAMES MOORE & CO PL 5931 NW 1ST PL GAINESVILLE FL 326072063 990 2022-01-01 043625771 GUARDIAN TRUST FOUNDATION INC GUAR 7272101185 901 CHESTNUT ST C CLEARWATER FL 33756 TRAVIS FINCHUM PRESIDENT 7272101185 2024-01-29 1 TRAVIS FINCHUM 999009999 0 CORINNE LAROCHE P01500189 3523781331 2024-01-29 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRAVIS FINCHUM 901 CHESTNUT ST C CLEARWATER FL 33756 2872289 0 X WWW.GUARDIANTRUSTS.ORG X 2002 FL SEE SCHEDULE O 5 3 2 5 0 0 458950 385000 0 2487289 0 0 0 0 458950 2872289 472470 379135 0 0 0 158003 0 0 0 0 2238502 472470 2775640 -13520 96649 13470 169638 0 59519 13470 110119 X 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. 1 0 2676054 379135 2487289 THE GUARDIAN TRUST FOUNDATION SUPPORTS CHARTIABLE ACTIVITIES AND ORGANIZATIONS THAT PROVIDE GOODS, SERVICES OR FUNDING FOR THE UNDERPRIVILEDGED, 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. 2676054 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 1 0 0 1 1 0 1 1 0 0 1 1 0 0 1 1 0 0 0 FL X X THE ORGANIZATION 7272101185 901 CHESTNUT ST STE C CLEARWATER FL 33756 X TRAVIS FINCHUM PRESIDENT/SECRETARY 20.00 X X 70357 0 0 KOLE LONG VICE-PRESIDENT/TREASURER 20.00 X X 47225 0 0 JENNIFER RUIZ SECRETARY/TREASURER, UNTIL 6/2022 3.00 X X 0 0 0 ASHLEY GONNELI DIRECTOR, UNTIL 6/2022 1.00 X 0 0 0 ROB RAWLINGS DIRECTOR, AS OF 6/2022 1.00 X 0 0 0 KIM KUREY DIRECTOR, AS OF 6/2022 1.00 X 0 0 0 PAUL BURMEISTER DIRECTOR, AS OF 6/2022 1.00 X 0 0 0 117582 0 0 0 0 0 0 ELITE TRUST SERVICES INC 901 CHESTNUT ST SUITE B CLEARWATER FL 33756 MGMT/INVEST MGMT FEES 1857307 CADARET GRANT & CO INC 100 MADISON ST SUITE 1300 SYRACUSE NY 13202 INVESTMENT MGMT FEES 192882 2 385000 385000 TRUSTEE FEES 525920 2487289 2487289 2487289 2872289 2487289 0 0 379135 379135 117583 77198 40385 317 317 40103 26366 13737 1857307 1857307 19300 19300 34700 34700 233755 233755 10764 10764 23361 23361 24445 24445 31620 31620 OPERATING EXPENSE 3250 3250 2775640 2676054 99586 0 13470 169638 13470 169638 59519 0 59519 X 0 0 0 0 13470 110119 13470 110119 13470 169638 96649 0 X 0 0 0 X 388724 479279 573917 458950 385000 2285870 388724 479279 573917 458950 385000 2285870 227999 2057871 2285870 2487289 0.90030 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 ADULT ADVOCATE ALLIANCE (FORMERLLY 10TH CIRCUIT PUBLIC GUARDIAN) 33 AVENUE 1 SE WINTERHAVEN FL 33880 861709051 501(C)(3) 25000 0 GENERAL DONATION AFIRE SERVING PERSONS WITH DEVELOPMENT DISABILITIES INC 2050 CORONET LANE CLEARWATER FL 33758 592466322 501(C)(3) 10000 0 SCHOLARSHIPS JUNE 2022 AGING SOLUTIONS 19001 SUNLAKE BLVD LUTZ FL 33558 043587900 501(C)(3) 25000 0 GENERAL DONATION - SEPT/OCT 2022 ARC TAMPA BAY FOUNDATION 1501 N BELCHER RD SUITE 244 CLEARWATER FL 33765 592174961 501(C)(3) 35000 0 GENERAL DONATION BROWARD COUNTY GUARDIANSHIP ASSOC 2881 E OAKLAND PARK BLVD STE 316 FORT LAUDERDALE FL 33306 650304731 501(C)(3) 15000 0 GENERAL DONATION JUNE 2022 CLEARWATER FREE CLINIC 1218 COURT ST CLEARWATER FL 33756 591852871 501(C)(3) 22000 0 MAY 2022 GOLF SPONSOR (BIRDIE) PD MARCH 2022, $2,000 AND GENERAL SPONSOR $25,000, OCTOBER COMMUNITY DENTAL CLINIC 1008 WOODLAN ST CLEARWATER FL 33756 453340613 501(C)(3) 10000 0 $2,500 VIRTUAL RWB EVENT 2022; $7,500 GENERAL JAN 2022 FIFTH CIRCUIT PUBLIC GUARDIAN 500 NE 8TH AVE OCALA FL 34470 593706138 501(C)(3) 20000 0 GENERAL DONATION - OCTOBER 2022 FLORIDA GUARDIAN AD LITEM FOUNDATION INC 600 SOUTH CALHOUN ST SUITE 265 TALLAHASSE FL 32339 450501348 501(C)(3) 25000 0 TRIUMPH AWARD - MAY 2022 FLORIDA'S CHILDREN FIRST INC 1801 N UNIVERSITY DR 3RD FLOOR CORAL SPRINGS FL 33071 522372998 501(C)(3) 25000 0 STATEWIDE SPONSOR JAN 2022 GIGI'S PLAYHOUSE TAMPA 2350 W HIGGINS ROAD HOFFMAN ESTATES IL 60169 200058563 501(C)(3) 7500 0 CHEER GEMS / AUG 2022 LUTHERAN SERVICES FLORIDA INC 3627A WEST WATERS AVENUE TAMPA FL 33614 592198911 501(C)(3) 40000 0 GENERAL DONATION OFFICE OF PUBLIC GUARDIAN - NORTH FLORIDA 1425 EAST PIEDMONT DRIVE SUITE 201-B TALLAHASSE FL 32808 161652866 501(C)(3) 25000 0 GENERAL DONATION SAGES THEATER INC 2618 COVE CAY DRIVE SUITE 207 CLEARWATER FL 33760 834113218 501(C)(3) 10000 0 JAN 2022 ENCORE SPONSOR YMCA OF THE SUNCOAST 2469 ENTERPRISE RD CLEARWATER FL 33763 590810731 501(C)(3) 30000 0 GENERAL DONATION LIFT ACADEMY & LIFT UNIVERSITY 1005 S HIGHLAND AVENUE CLEARWATER FL 33756 461088977 501(C)(3) 20000 0 GENERAL DONATION 16 0 PART I, LINE 2: 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. ELITE TRUST SERVICES INC ENTITY 100% OWNED BY TRAVIS FINCHUM, PRESIDENT 1857307 MANAGEMENT FEES 0 ELITE TRUST SERVICES INC ENTITY 100% OWNED BY TRAVIS FINCHUM, PRESIDENT 204025 REIMBURSEMENT OF OPERATING AND OCCUPANCY EXPENSES 0 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 III, LINE 2 IN 2022, THE GUARDIAN TRUST FOUNDATION (FOUNDATION) BECAME THE CONDUIT THROUGH WHICH SEVERAL SPECIAL NEEDS POOLED TRUSTS' TRUSTEE FEES WERE COLLECTED AND PAID TO A THIRD PARTY PROVIDER. THIS ACTIVITY IS AN EXTENSION OF THE FOUNDATION'S APPOINTMENT AS TRUSTEE OF SEVERAL SPECIAL NEEDS POOLED TRUSTS (SNPT). AS A TRUSTEE OF SNPT'S, THE FOUNDATION PRUDENTLY MANAGES ASSETS OF THE SNPT'S, ENSURING THE LONG-TERM FINANCIAL WELL-BEING OF THE SNPT BENEFICIARIES. 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 FORM 990, PART VII, SECTION A, LINE 1A: A PORTION OF OFFICER SALARIES WERE REPORTED ON FORM W-2 BY THE FOUNDATION. THE REMAINDER OF THE OFFICER SALARIES WERE REPORTED ON FORM W-2 USING ELITE TRUST SERVICES AS THE COMMON PAYMASTER.