Totals
- Total revenue
- $5,005,714
- Total expenses
- $4,980,216
- Contributions and grants received
- $1,027,221
- Grants paid
- $912,393
- Program service revenue
- $3,978,493
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $152,155
- Total liabilities, end of year
- $45,000
- Net assets or fund balances, end of year
- $107,155
- Program services expenses (Part IX)
- $4,425,968
- Management and general expenses
- $554,248
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,425,968
Program services were 88.9% 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
$1,027,221
-
2a · Program service revenue: TRUSTEE FEES
total $3,978,493 · related or exempt $3,978,493
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $862,393 · program services $862,393
-
2 · Grants to domestic individuals
total $50,000 · program services $50,000
-
5 · Compensation of officers, directors and key employees
total $310,121 · management and general $310,121
-
9 · Other employee benefits
total $774 · management and general $774
-
10 · Payroll taxes
total $18,106 · management and general $18,106
-
11a · Fees: management
total $2,983,867 · program services $2,983,867
-
11b · Fees: legal
total $15,805 · program services $15,805
-
11c · Fees: accounting
total $176,958 · management and general $176,958
-
11f · Fees: investment management
total $447,953 · program services $447,953
-
11g · Fees: other
total $45,000 · management and general $45,000
-
13 · Office expenses
total $3,289 · management and general $3,289
-
16 · Occupancy
total $28,485 · program services $28,485
-
17 · Travel
total $2,834 · program services $2,834
-
23 · Insurance
total $31,421 · program services $31,421
-
24a · Other expenses: OPERATING EXPENSE
total $3,000 · program services $3,000
-
24b · Other expenses: MEALS AND ENTERTAINMENT
total $210 · program services $210
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $81,657 · end of year $138,237
-
9 · Prepaid expenses and deferred charges
end of year $13,918
-
17 · Accounts payable and accrued expenses
end of year $45,000
-
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 $81,657 · end of year $107,155
Mission and programs · 2025
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 $4,425,968 · Grants $912,393 · Revenue $3,978,493
As filed on the 2025 return.
Listed in Part VII
-
Travis FinchumTRAVIS FINCHUM
PRESIDENT
- Total calculated
- $153,029
- From this org
- $128,029
- From related orgs
- $0
- Other
- $25,000
- Hours/week
- 20
Schedule J breakdown matched by us
- Base
- $128,029
- Bonus
- $0
- Other
- $0
- Deferred
- $25,000
- Nontaxable benefits
- $0
- Filer's total
- $153,029
-
Kole LongKOLE LONG
VICE-PRESIDENT/TREASURER
- Total calculated
- $156,812
- From this org
- $102,143
- From related orgs
- $0
- Other
- $54,669
- Hours/week
- 20
Schedule J breakdown matched by us
- Base
- $102,143
- Bonus
- $0
- Other
- $0
- Deferred
- $23,584
- Nontaxable benefits
- $31,085
- Filer's total
- $156,812
-
Paul BurmeisterPAUL BURMEISTER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Rob RawlingsROB RAWLINGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kim KureyKIM KUREY
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$375,000
GENERAL DONATION
-
$100,000
GENERAL DONATION
-
LIFE CONCEPTS INC DBA QUEST INC
$50,000
GENERAL DONATION
-
GENERAL DONATION
-
PARTICIPATING ORGANIZATION
-
7TH ANNUAL TRIUMPH AWARD
-
$50,000
GENERAL DONATION
-
$30,000
GENERAL DONATION
-
$25,000
GENERAL DONATION
-
GENERAL DONATION
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 13 May 2026
- IRS schema version
- 2025v4.1
- Source object
- 202601349349311335
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.