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Nonprofiteer
← GUARDIAN TRUST FOUNDATION INC

Form 990 for tax year 2022

Filed by GUARDIAN TRUST FOUNDATION INC.

Totals

Total revenue
$2,872,289
Total expenses
$2,775,640
Contributions and grants received
$385,000
Grants paid
$379,135
Program service revenue
$2,487,289
Investment income
$0
Other revenue
$0
Total assets, end of year
$169,638
Total liabilities, end of year
$59,519
Net assets or fund balances, end of year
$110,119
Program services expenses (Part IX)
$2,676,054
Management and general expenses
$99,586
Fundraising expenses
$0
Program service expenses (Part III)
$2,676,054

Program services were 96.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $385,000

  • 2a · Program service revenue: TRUSTEE FEES

    total $2,487,289 · related or exempt $2,487,289

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $379,135 · program services $379,135

  • 5 · Compensation of officers, directors and key employees

    total $117,583 · program services $77,198 · management and general $40,385

  • 9 · Other employee benefits

    total $317 · program services $317

  • 10 · Payroll taxes

    total $40,103 · program services $26,366 · management and general $13,737

  • 11a · Fees: management

    total $1,857,307 · program services $1,857,307

  • 11b · Fees: legal

    total $19,300 · program services $19,300

  • 11c · Fees: accounting

    total $34,700 · management and general $34,700

  • 11f · Fees: investment management

    total $233,755 · program services $233,755

  • 13 · Office expenses

    total $10,764 · management and general $10,764

  • 14 · Information technology

    total $23,361 · program services $23,361

  • 16 · Occupancy

    total $24,445 · program services $24,445

  • 23 · Insurance

    total $31,620 · program services $31,620

  • 24a · Other expenses: OPERATING EXPENSE

    total $3,250 · program services $3,250

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,470 · end of year $169,638

  • 17 · Accounts payable and accrued expenses

    end of year $59,519

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $13,470 · end of year $110,119

Mission and programs · 2022

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.

Activities or mission (Part I)

SEE SCHEDULE O

  • 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.

    Expenses $2,676,054 · Grants $379,135 · Revenue $2,487,289

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Travis Finchum

    PRESIDENT/SECRETARY

    Total calculated
    $70,357
    From this org
    $70,357
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Kole Long

    VICE-PRESIDENT/TREASURER

    Total calculated
    $47,225
    From this org
    $47,225
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Jennifer Ruiz

    SECRETARY/TREASURER, UNTIL 6/2022

    Total calculated
    $0
    Hours/week
    3

  • Ashley Gonneli

    DIRECTOR, UNTIL 6/2022

    Total calculated
    $0
    Hours/week
    1

  • Rob Rawlings

    DIRECTOR, AS OF 6/2022

    Total calculated
    $0
    Hours/week
    1

  • Kim Kurey

    DIRECTOR, AS OF 6/2022

    Total calculated
    $0
    Hours/week
    1

  • Paul Burmeister

    DIRECTOR, AS OF 6/2022

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
29 January 2024
IRS schema version
2022v5.0
Source object
202420309349300322

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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