2026-05-14T16:24:20-05:00 2025-12-31 593204548 JAMES MOORE & CO PL 5931 NW 1ST PL GAINESVILLE FL 326072063 990 2025-01-01 043625771 GUARDIAN TRUST FOUNDATION INC GUAR 7272101185 901 CHESTNUT ST C CLEARWATER FL 337565618 TRAVIS FINCHUM PRESIDENT 7272101185 2026-05-13 1 CORINNE LAROCHE P01500189 3523781331 2026-05-13 2025 2025-03-06 01:10:19Z TRAVIS FINCHUM 901 CHESTNUT ST C CLEARWATER FL 337565618 5005714 0 X WWW.GUARDIANTRUSTS.ORG X 2002 FL SEE SCHEDULE O 5 3 2 3 0 0 1144706 1027221 3903097 3978493 0 0 0 0 5047803 5005714 1266200 912393 0 0 278305 329001 0 0 0 3592463 3738822 5136968 4980216 -89165 25498 81657 152155 0 45000 81657 107155 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 4425968 912393 3978493 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. 4425968 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 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 3 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 1 1 1 1 1 1 0 FL X X THE ORGANIZATION 7272101185 901 CHESTNUT ST STE C CLEARWATER FL 33756 TRAVIS FINCHUM PRESIDENT 20.00 X X 128029 0 25000 KOLE LONG VICE-PRESIDENT/TREASURER 20.00 X X 102143 0 54669 PAUL BURMEISTER SECRETARY 1.00 X X 0 0 0 ROB RAWLINGS DIRECTOR 1.00 X 0 0 0 KIM KUREY DIRECTOR 1.00 X 0 0 0 230172 0 79669 2 0 1 0 ELITE TRUST SERVICES 901 CHESTNUT ST SUITE C CLEARWATER FL 33756 MGMT/INVSTMT MGMT FEES 2983867 LPL FINANCIAL 4890 W KENNEDY BLVD STE 860 TAMPA FL 33609 INVESTMENT MGMT FEES 198408 CADARET GRANT & CO INC 100 MADISON ST SUITE 1300 SYRACUSE NY 13202 INVESTMENT MGMT FEES 194726 JAMES MOORE & CO PL 5931 NW 1ST PL GAINSVILLE FL 32607 ACCOUNTING FEES 114735 4 1027221 1027221 TRUSTEE FEES 525920 3978493 3978493 3978493 5005714 3978493 0 0 862393 862393 50000 50000 310121 310121 774 774 18106 18106 2983867 2983867 15805 15805 176958 176958 447953 447953 45000 45000 3289 3289 28485 28485 2834 2834 31421 31421 OPERATING EXPENSE 3000 3000 MEALS AND ENTERTAINMENT 210 210 4980216 4425968 554248 0 81657 138237 13918 81657 152155 45000 0 45000 X 0 0 0 0 81657 107155 81657 107155 81657 152155 25498 0 X 0 0 0 X 458950 385000 787545 1144706 1027221 3803422 458950 385000 787545 1144706 1027221 3803422 1037275 2766147 3803422 14279893 0.72730 0.76050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 FLORIDA GUARDIAN AD LITEM FOUNDATION INC PO BOX 10688 TALLAHASSE FL 32301 450501348 501(C)(3) 50000 0 7TH ANNUAL TRIUMPH AWARD FLORIDA'S CHILDREN FIRST INC 1801 N UNIVERSITY DR 3RD FLOOR CORAL SPRINGS FL 33071 522372998 501(C)(3) 50000 0 GENERAL DONATION GREAT EXPLORATIONS CHILDREN'S MUSEUM 1925 4TH STREET NORTH ST PETERSBURG FL 33704 592763359 501(C)(3) 20000 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 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 3627 WEST WATERS AVENUE TAMPA FL 33614 592198911 501(C)(3) 50000 0 GENERAL DONATION MORNING STAR CATHOLIC SCHOOL 4661 80TH AVE N PINELLAS PARK FL 33781 591274421 501(C)(3) 15000 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) 20000 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 10143 43RD STREET N PINELLAS PARK FL 33782 834113218 501(C)(3) 30000 0 GENERAL DONATION YMCA OF THE SUNCOAST 2469 ENTERPRISE RD CLEARWATER FL 33763 590810731 501(C)(3) 100000 0 GENERAL DONATION ARC TAMPA BAY FOUNDATION 1501 N BELCHER RD SUITE 244 CLEARWATER FL 33765 592174961 501(C)(3) 375000 0 GENERAL DONATION 13 0 CASH DONATION TO TRUST PARTICIPANT 1 50000 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. 0 0 0 0 0 0 0 0 0 KOLE LONG VICE-PRESIDENT/TREASURER 102143 0 0 0 0 0 23584 0 31085 0 156812 0 0 0 TRAVIS FINCHUM PRESIDENT 128029 0 0 0 0 0 25000 0 0 0 153029 0 0 0 ELITE TRUST SERVICES INC ENTITY 95% OWNED BY TRAVIS FINCHUM, PRESIDENT 2983867 MANAGEMENT FEES 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 12C 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. THE BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS AND APPROVES COMPENSATION FOR THE ORGANIZATION'S OFFICERS. THE BOARD CONDUCTS AN INDEPENDENT, DOCUMENTED REVIEW USING A COMPENSATION MATRIX TIES TO DEFINED PERFORMANCE GOALS. 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