Nonprofit · EIN 20-3974070
TRUSTBRIDGE FOUNDATION INC
Also known as TRUSTBRIDGE HOSPICE FOUNDATION
Tax-exempt · LAKEWOOD RANCH, FL 34202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $22,943,602 | $9,786,732 | $13,156,870 | $206,608,575 | $2,858,007 | $203,750,568 |
| September 30, 2024 | 990 | $9,606,365 | $6,765,387 | $2,840,978 | $177,182,109 | $1,977,829 | $175,204,280 |
| December 31, 2023 | 990 | $10,534,805 | $6,794,291 | $3,740,514 | $158,688,795 | $1,212,224 | $157,476,571 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $17,512,842
- Program service revenue
- $0
- Investment income
- $5,359,683
- Net gain from sales of assets
- $44,789
- Net income from fundraising events
- $71,077
- Other revenue
- $71,077
Expenses
- Grants and similar amounts paid
- $6,182,776
- Compensation of officers, directors and key employees
- $548,876
- Other salaries and wages
- $720,289
- Salaries, compensation and benefits (total)
- $1,611,011
- Professional fundraising fees
- $0
- Legal fees
- $3,598
- Accounting fees
- $40,004
- Occupancy
- $639,001
- Travel
- $750
- Depreciation
- $20,835
- Program services (functional)
- $8,484,817
- Management and general (functional)
- $982,579
- Fundraising (functional)
- $319,336
Balance sheet and other
- Total assets, start of year
- $177,182,109
- Total assets, end of year
- $206,608,575
- Total liabilities, end of year
- $2,858,007
- Net assets, end of year
- $203,750,568
- Land, buildings and equipment
- $76,222
- Publicly traded securities
- $173,562,988
- Net assets without donor restrictions
- $198,953,209
- Net assets with donor restrictions
- $4,797,359
- Gross receipts
- $24,934,803
- Employees
- 15
- Volunteers
- 105
- Year formed
- 2005
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID FIELDING | FORMER CEO Former | 0 | $0 | $1,247,922 | $14,184 |
| JONATHAN FLEECE | PRESIDENT/CEO Officer | 1 | $0 | $727,103 | $65,307 |
| TARRAH L LOWRY | CHIEF OPERATING OFFICER Officer | 1 | $0 | $616,625 | $54,771 |
| SAIDA BOUHAMID | CFO Officer | 1 | $0 | $452,474 | $56,023 |
| CHRISTY HENDRICKS | CHIEF LEGAL OFFICER Officer | 1 | $0 | $407,068 | $54,425 |
| DEBORAH JOHNSON | PRESIDENT TRUSTBRIDGE FOUNDATION Officer | 50 | $353,868 | $0 | $67,817 |
| GREGORY E LEACH | VP STRATEGY FOUNDATION Officer | 50 | $78,867 | $0 | $14,675 |
| CHRIS CALLAHAN | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DARI BOWMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MEREDITH TUCKER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STUART B KLEIN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ADOLFO ZARALEGUI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BISHOP OSHEA GRANGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| F MALCOLM CUNNINGHAM JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY M BISHOP | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER BRANCACCIO | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA LERNER | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN DILALLO | DIRECTOR Trustee or director | 1 | $0 |
| MARK COOK | DIRECTOR Trustee or director | 1 | $0 |
| NAISHADH LALWANI | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK J FRANKLIN | DIRECTOR Trustee or director | 1 | $0 |
| PETER CLARKE | DIRECTOR Trustee or director | 1 | $0 |
| PETER SACHS | DIRECTOR Trustee or director | 1 | $0 |
| SHARI COHEN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS CALLAHAN | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| DARI BOWMAN | SECRETARY Trustee or director, Officer | 1 | $0 |
| MEREDITH TUCKER | TREASURER Trustee or director, Officer | 1 | $0 |
| STUART B KLEIN | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| ADOLFO ZARALEGUI | DIRECTOR Trustee or director | 1 | $0 |
| BISHOP OSHEA GRANGER | DIRECTOR Trustee or director | 1 | $0 |
| F MALCOLM CUNNINGHAM JR | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY M BISHOP | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER BRANCACCIO | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA LERNER | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN DILALLO | DIRECTOR Trustee or director | 1 | $0 |
| MARK COOK | DIRECTOR Trustee or director | 1 | $0 |
| NAISHADH LALWANI | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK J FRANKLIN | DIRECTOR Trustee or director | 1 | $0 |
| PETER CLARKE | DIRECTOR Trustee or director | 1 | $0 |
| PETER SACHS | DIRECTOR Trustee or director | 1 | $0 |
| SHARI COHEN | DIRECTOR Trustee or director | 1 | $0 |
| Christy Hendricks | CHIEF LEGAL OFFICER Officer | 1 | $0 |
| DEBORAH JOHNSON | PRESIDENT TRUSTBRIDGE FOUNDATION Officer | 50 | $0 |
| GREGORY E LEACH | VP STRATEGY FOUNDATION Officer | 50 | $0 |
| JONATHAN FLEECE | PRESIDENT/CEO Officer | 1 | $0 |
| MARK R HUNTLEY | FORMER CFO Officer | 10 | $0 |
| Saida Bouhamid | CFO Officer | 1 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Mark R Huntley | CFO Officer | 10 | $0 | $450,862 | $38,087 |
| Deborah Johnson | President TrustBridge Foundation Officer | 50 | $249,414 | $0 | $22,389 |
| Pedro A Herrera | Former Officer Former | 0 | $0 | $249,960 | $12,975 |
| Valerie A Vitale | Foundation Vice President Key employee | 40 | $185,317 | $0 | $12,240 |
| Gregory E Leach | VP Strategy Foundation Officer | 50 | $165,700 | $0 | $19,743 |
| Allyson Harman | Director of Philanthropy Highest-paid employee | 40 | $104,195 | $0 | $5,269 |
| Cathy L Olsen | Sr. Director of Resale Operations Highest-paid employee | 40 | $104,605 | $0 | $3,175 |
| Chris Callahan | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Dari Bowman | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Meredith Tucker | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Robert M Friedman CLU | Chairman Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Stuart B Klein | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Adolfo Zaralegui | Director Trustee or director | 1 | $0 | $0 | $0 |
| Bishop Oshea Granger | Director Trustee or director | 1 | $0 | $0 | $0 |
| F Malcolm Cunningham Jr | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jeffrey M Bishop | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jennifer Brancaccio | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jessica Lerner | Director Trustee or director | 1 | $0 | $0 | $0 |
| Kevin Dilallo | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mark Cook | Director Trustee or director | 1 | $0 | $0 | $0 |
| Patrick J Franklin | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6310 CAPITAL DRIVE, LAKEWOOD RANCH, FL 34202-5013
- In care of
- % RICHARD F CALCOTE CPA
- Principal officer (990 for 2024)
- JONATHAN FLEECE, 6310 CAPITAL DRIVE, LAKEWOOD RANCH, FL 34202
- Signed the 990
- SAIDA BOUHAMID, CHIEF FINANCIAL OFFICER
- Phone
- (352) 873-7400
- Return prepared by
- FORVIS MAZARS LLP
Mission
THE MISSION IS TO RAISE AND MANAGE CHARITABLE DONATIONS TO SUPPORT NONPROFIT END OF LIFE CARE PROVIDER TRUSTBRIDGE, INC AND ITS SUBSIDIARIES, INCLUDING HOSPICE OF PALM BEACH COUNTY AND HOSPICE BY THE SEA. THESE HOSPICE ENTITIES PROVIDED COMPASSIONATE CARE PATIENTS AND THEIR FAMILIES INCLUDING 100% COVERAGE FOR PATIENTS WITHOUT INSURANCE WHO QUALIFIED FOR CHARITY CARE.
Program accomplishments
- TRUSTBRIDGE FOUNDATION SEEKS TO FOSTER RELATIONSHIP BUILDING TO SUPPORT COMMUNITY INVESTMENTS THAT HELP PROVIDE FINANCIAL SUPPORT TO FAMILIES WITH LIMITED RESOURCES, UNFUNDED SERVICES AND RESOURCES TO TRUSTBRIDGE, INC. FOR START UP SERVICES TO BE ABLE TO CONTINUE AN INTEGRATED NETWORK OF HOSPICE AND PALLIATIVE CARE WITHIN THE COMMUNITY ITS SERVES.Expenses $8,484,817 · grants $6,182,776
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 20-3974070
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P112)
- Assets (IRS master file)
- $206,608,575
- Income (IRS master file)
- $24,934,803
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | – | – | – | IRS |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | – | – | – | IRS |
| 990 | December 2023 | $10,534,805 | $6,794,291 | $158,688,795 | IRS |
| 990 | December 2022 | $3,882,103 | $9,353,445 | $142,814,537 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about TRUSTBRIDGE FOUNDATION INC
- What is the EIN of TRUSTBRIDGE FOUNDATION INC?
- The employer identification number (EIN) of TRUSTBRIDGE FOUNDATION INC is 20-3974070.
- Is TRUSTBRIDGE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to TRUSTBRIDGE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRUSTBRIDGE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRUSTBRIDGE FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUSTBRIDGE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of TRUSTBRIDGE FOUNDATION INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLEECE.
- Who are the officers and directors of TRUSTBRIDGE FOUNDATION INC?
- The 990 for the year ended September 30, 2025 lists 24 people; 2 received compensation from the organization.
- How much revenue does TRUSTBRIDGE FOUNDATION INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $22,943,602, expenses of $9,786,732 and total assets of $206,608,575 at year end.
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