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Nonprofiteer
← GUARDIAN TRUST FOUNDATION INC

Form 990 for tax year 2023

Filed by GUARDIAN TRUST FOUNDATION INC.

Totals

Total revenue
$4,698,559
Total expenses
$4,637,856
Contributions and grants received
$787,545
Grants paid
$872,745
Program service revenue
$3,911,014
Investment income
$0
Other revenue
$0
Total assets, end of year
$203,179
Total liabilities, end of year
$32,357
Net assets or fund balances, end of year
$170,822
Program services expenses (Part IX)
$4,258,745
Management and general expenses
$379,111
Fundraising expenses
$0
Program service expenses (Part III)
$4,258,745

Program services were 91.8% 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

    $787,545

  • 2a · Program service revenue: TRUSTEE FEES

    total $3,911,014 · related or exempt $3,911,014

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $872,745 · program services $872,745

  • 5 · Compensation of officers, directors and key employees

    total $253,661 · management and general $253,661

  • 9 · Other employee benefits

    total $847 · management and general $847

  • 10 · Payroll taxes

    total $12,330 · management and general $12,330

  • 11a · Fees: management

    total $2,932,748 · program services $2,932,748

  • 11b · Fees: legal

    total $15,293 · program services $6,035 · management and general $9,258

  • 11c · Fees: accounting

    total $90,244 · management and general $90,244

  • 11f · Fees: investment management

    total $397,538 · program services $397,538

  • 13 · Office expenses

    total $12,771 · management and general $12,771

  • 14 · Information technology

    total $17,642 · program services $17,642

  • 16 · Occupancy

    total $28,856 · program services $28,856

  • 23 · Insurance

    total $131 · program services $131

  • 24a · Other expenses: OPERATING EXPENSE

    total $3,050 · program services $3,050

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $169,638 · end of year $203,179

  • 17 · Accounts payable and accrued expenses

    beginning of year $59,519 · end of year $32,357

  • 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 $110,119 · end of year $170,822

Mission and programs · 2023

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 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.

    Expenses $4,258,745 · Grants $872,745 · Revenue $3,911,014

As filed on the 2023 return.

Listed in Part VII

  • Travis Finchum

    PRESIDENT/SECRETARY

    Total calculated
    $125,000
    From this org
    $125,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Kole Long

    VICE-PRESIDENT/TREASURER

    Total calculated
    $128,660
    From this org
    $90,192
    From related orgs
    $0
    Other
    $38,468
    Hours/week
    20

  • Rob Rawlings

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kim Kurey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Burmeister

    DIRECTOR

    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
2023
Filed
16 October 2024
IRS schema version
2023v5.1
Source object
202433119349300503

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

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