2025-04-18T00:14:55-05:00 2024-12-31 593204548 JAMES MOORE & CO PL 5931 NW 1ST PL GAINESVILLE FL 326072063 990 2024-01-01 043625771 GUARDIAN TRUST FOUNDATION INC GUAR 7272101185 901 CHESTNUT ST C CLEARWATER FL 337565618 TRAVIS FINCHUM PRESIDENT 7272101185 2025-04-16 1 1 CORINNE LAROCHE P01500189 3523781331 2025-04-16 2024 2025-03-06 01:10:19Z TRAVIS FINCHUM 901 CHESTNUT ST C CLEARWATER FL 337565618 5047803 0 X WWW.GUARDIANTRUSTS.ORG X 2002 FL SEE SCHEDULE O 5 3 2 3 0 0 787545 1144706 3911014 3903097 0 0 0 0 4698559 5047803 872745 1266200 0 0 266838 278305 0 0 0 3498273 3592463 4637856 5136968 60703 -89165 203179 81657 32357 0 170822 81657 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. 0 0 4655704 1266200 3903097 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. 4655704 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 1 0 1 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 TRAVIS FINCHUM PRESIDENT/SECRETARY 20.00 X X 125000 0 0 KOLE LONG VICE-PRESIDENT/TREASURER 20.00 X X 100000 0 33546 ROB RAWLINGS DIRECTOR 1.00 X 0 0 0 KIM KUREY DIRECTOR 1.00 X 0 0 0 PAUL BURMEISTER DIRECTOR 1.00 X 0 0 0 225000 0 33546 1 0 0 0 ELITE TRUST SERVICES 901 CHESTNUT ST SUITE B CLEARWATER FL 33756 MGMT/INVEST MGMT FEES 2944909 CADARET GRANT & CO INC 100 MADISON ST SUITE 1300 SYRACUSE NY 13202 INVESTMENT MGMT FEES 257996 CBIZ INC 4849 GREENVILLE AVE SUITE 1000 DALLAS TX 75206 PROFESSIONAL SERVICES PROVIDER 122275 3 1144706 1144706 TRUSTEE FEES 525920 3903097 3903097 3903097 5047803 3903097 0 0 1266200 1266200 258546 258546 807 807 18952 18952 2944909 2944909 193852 193852 320219 320219 9107 9107 59922 59922 28485 28485 3241 3241 29289 29289 OPERATING EXPENSE 3000 3000 TRUST REIMBURSEMENT 409 409 MEALS AND ENTERTAINMENT 30 30 5136968 4655704 481264 0 203179 81657 203179 81657 32357 0 32357 0 X 0 0 0 0 170822 81657 170822 81657 203179 81657 -89165 0 X 0 0 0 X 573917 458950 385000 787545 1144706 3350118 573917 458950 385000 787545 1144706 3350118 802352 2547766 3350118 10301400 0.76050 0.80010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 ADULT ADVOCATE ALLIANCE 33 AVENUE 1 SE WINTERHAVEN FL 33880 861709051 501(C)(3) 50000 0 PARTICIPATING ORGANIZATION AGING SOLUTIONS 19001 SUNLAKE BLVD LUTZ FL 33558 043987500 501(C)(3) 100000 0 PARTICIPATING ORGANIZATION ARC FLORIDA 2898 MAHAN DRIVE SUITE 1 TALLAHASSEE FL 32308 590830741 501(C)(3) 50000 0 GENERAL DONATION ARC MARION INC 2800 SE MARICAMP ROAD OCALA FL 34471 593246094 501(C)(3) 20000 0 GENERAL DONATION ARC TAMPA BAY FOUNDATION 1501 N BELCHER RD SUITE 244 CLEARWATER FL 33765 592174961 501(C)(3) 50000 0 GENERAL DONATION BROWARD COUNTY GUARDIANSHIP ASSOC 2881 E OAKLAND PARK BLVD STE 316 FORT LAUDERDALE FL 33306 650304731 501(C)(3) 25000 0 GENERAL DONATION CLEARWATER FREE CLINIC 1218 COURT ST CLEARWATER FL 33756 591852871 501(C)(3) 50000 0 GENERAL DONATION COMMUNITY DENTAL CLINIC 1008 WOODLAWN ST CLEARWATER FL 33756 453340613 501(C)(3) 25000 0 GENERAL DONATION CUP INC PO BOX 10249 CLEARWATER FL 336790249 873296836 501(C)(3) 25000 0 PARTICIPATING ORGANIZATION FIFTH CIRCUIT PUBLIC GUARDIAN PO BOX 4985 OCALA FL 34478 593706138 501(C)(3) 50000 0 GENERAL DONATION FLORIDA GUARDIAN AD LITEM FOUNDATION INC 600 SOUTH CALHOUN ST SUITE 274 TALLAHASSE FL 32301 450501348 501(C)(3) 50000 0 GENERAL DONATION FLORIDA'S CHILDREN FIRST INC 1801 N UNIVERSITY DR 3RD FLOOR CORAL SPRINGS FL 33071 522372998 501(C)(3) 50000 0 GENERAL DONATION FREEDOM SAILING CAMP OF FLORIDA INC 1730 LOMBARDY DR CLEARWATER FL 33755 462219305 501(C)(3) 10000 0 GENERAL DONATION FRIENDS OF TACACHALE 1621 NE WALDO RD GAINESVILLE FL 32609 331112045 501(C)(3) 10000 0 GENERAL DONATION GIGI'S PLAYHOUSE TAMPA FOR CHEER GEMS 2350 W HIGGINS ROAD HOFFMAN ESTATES IL 60169 200058563 501(C)(3) 25000 0 GENERAL DONATION GREAT EXPLORATIONS CHILDREN'S MUSEUM 1925 4TH STREET NORTH ST PETERSBURG FL 33704 592763359 501(C)(3) 15000 0 GENERAL DONATION HABITAT FOR HUMANITY 13355 49TH ST N SUITE B CLEARWATER FL 33762 911914868 501(C)(3) 25000 0 GENERAL DONATION LIFE CONCEPTS INC DBA QUEST INC 1509 E COLONIAL DR STE 300 TAMPA FL 33770 592013160 501(C)(3) 50000 0 GENERAL DONATION LEARNING INDEPENDENCE FOR TOMORROW INC 1005 S HIGHLAND AVENUE CLEARWATER FL 33756 461088977 501(C)(3) 40000 0 GENERAL DONATION LIGHTHOUSE OF PINELLAS 6925 112TH CIRCLE NORTH SUITE 103 LARGO FL 33773 237042938 501(C)(3) 25000 0 GENERAL DONATION LUTHERAN SERVICES 12TH AND 13TH CIRCUITS 5104 N LOCKWOOD RIDGE RD SUITE 307 SARASOATA FL 34234 592198911 501(C)(3) 50000 0 GENERAL DONATION LUTHERAN SERVICES 1ST CIRCUIT 3627 WEST WATERS AVENUE TAMPA FL 33614 592198911 501(C)(3) 50000 0 GENERAL DONATION OFFICE OF PUBLIC GUARDIAN - NORTH FLORIDA 1425 PIEDMONT DRIVE EAST TALLAHASSE FL 32808 161652866 501(C)(3) 50000 0 PARTICIPATING ORGANIZATION NEW TAMPA PLAYERS INC - PENGUIN PROJECT PO BOX 48502 TAMPA FL 33646 205433506 501(C)(3) 15000 0 GENERAL DONATION READY FOR LIFE 2300 TALL PINES DR 100 LARGO FL 33771 264032979 501(C)(3) 10000 0 GENERAL DONATION RECONNECTIONS EDUCATION CENTER 2114 SEVEN SPRINGS BLVD STE 200 NEW PORT RICHEY FL 34655 825108869 501(C)(3) 10000 0 GENERAL DONATION SAGES THEATER INC 2618 COVE CAY DRIVE SUITE 207 CLEARWATER FL 33760 834113218 501(C)(3) 25000 0 GENERAL DONATION SOUTH FLORIDA GUARDIANSHIP 3601 W COMMERCIAL BLVD FT LAUDERDALE FL 33309 650306024 501(C)(3) 50000 0 GENERAL DONATION TENNIS FOR FUN 5822 BUTTERFIELD ST RIVERVIEW FL 33578 821030690 501(C)(3) 25000 0 GENERAL DONATION YMCA OF THE SUNCOAST 2469 ENTERPRISE RD CLEARWATER FL 33763 590810731 501(C)(3) 50000 0 GENERAL DONATION 30 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 2944909 MANAGEMENT FEES 0 ELITE TRUST SERVICES INC ENTITY 100% OWNED BY TRAVIS FINCHUM, PRESIDENT 31485 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 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