Guardian Trust Foundation Inc
- Assets
- $169.6k
- Revenue
- $2.9m
- Investments
- $0.0
- Employees
- 2
- Location
- Clearwater, FL
- Founding
- 07/2003
- Data as of
- 12/2022
- EIN
- 04-3625771
Organization Overview
Guardian Trust Foundation Inc is located in Clearwater, FL. The organization was established in 2003. According to its NTEE Classification (P80) the organization is classified as: Centers to Support the Independence of Specific Populations, under the broad grouping of Human Services and related organizations. As of 12/2022, Guardian Trust Foundation Inc employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Guardian Trust Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Guardian Trust Foundation Inc generated $2.9m in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 27.6% each year . All expenses for the organization totaled $2.8m during the year ending 12/2022. While expenses have increased by 28.8% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Guardian Trust Foundation Inc has awarded 261 individual grants totaling $3,806,584. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
SEE SCHEDULE O
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Travis Finchum President/secretary | OfficerTrustee | 20 | $70,357 |
Kole Long Vice-President/treasurer | OfficerTrustee | 20 | $47,225 |
Jennifer Ruiz Secretary/treasurer, Until 6/2022 | OfficerTrustee | 3 | $0 |
Ashley Gonneli Director, Until 6/2022 | Trustee | 1 | $0 |
Rob Rawlings Director, As Of 6/2022 | Trustee | 1 | $0 |
Kim Kurey Director, As Of 6/2022 | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Elite Trust Services Inc Mgmt/invest Mgmt Fees | 12/30/22 | $1,857,307 |
Cadaret Grant & Co Inc Investment Mgmt Fees | 12/30/22 | $192,882 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $385,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $385,000 |
| Total Program Service Revenue | $2,487,289 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,872,289 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $379,135 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $117,583 |
| Compensation of current officers, directors, key employees. | $40,385 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $317 |
| Payroll taxes | $40,103 |
| Fees for services: Management | $1,857,307 |
| Fees for services: Legal | $19,300 |
| Fees for services: Accounting | $34,700 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $233,755 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $10,764 |
| Information technology | $23,361 |
| Royalties | $0 |
| Occupancy | $24,445 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $31,620 |
| All other expenses | $3,250 |
| Total functional expenses | $2,775,640 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $169,638 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $169,638 |
| Accounts payable and accrued expenses | $59,519 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $59,519 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $110,119 |
| Total liabilities and net assets/fund balances | $169,638 |
Grants Awarded
Over the last fiscal year, Guardian Trust Foundation Inc has awarded $344,500 in support to 16 organizations.
| Grant Recipient | Amount |
|---|---|
ADULT ADVOCATE ALLIANCE (FORMERLLY 10TH CIRCUIT PUBLIC GUARDIAN) PURPOSE: GENERAL DONATION | $25,000 |
AFIRE SERVING PERSONS WITH DEVELOPMENT DISABILITIES INC PURPOSE: SCHOLARSHIPS JUNE 2022 | $10,000 |
ARC TAMPA BAY FOUNDATION PURPOSE: GENERAL DONATION | $35,000 |
AGING SOLUTIONS PURPOSE: GENERAL DONATION - SEPT/OCT 2022 | $25,000 |
BROWARD COUNTY GUARDIANSHIP ASSOC PURPOSE: GENERAL DONATION JUNE 2022 | $15,000 |
CLEARWATER FREE CLINIC PURPOSE: MAY 2022 GOLF SPONSOR (BIRDIE) PD MARCH 2022, $2,000 AND GENERAL SPONSOR $25,000, OCTOBER | $22,000 |