Guardian Trust Foundation Inc logo

Guardian Trust Foundation Inc

Public charity · Grantmaker Clearwater, FL EIN: 04-3625771 Website

Guardian Trust Foundation Inc is a Clearwater, Florida-based public charity that supports charitable activities and organizations serving people with disabilities. Its work also includes serving as trustee of special needs pooled trusts, according to its 2025 filing.

Key facts about Guardian Trust Foundation Inc

In short: Guardian Trust Foundation Inc gave $845K across 13 grants in 2025 (avg $65K), mostly in Florida. 8% of 2025 grantees were new. Source: 2025 IRS Form 990.

EIN
04-3625771
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$845,000
Grants made (2025)
13
Average grant
$65,000
Median grant
$50,000
New grantees (estimate)
8% first-time grantees (1 of 13, 2025)
Total assets
$152,155
Primary geography
Florida (100% of itemized 2025 grant dollars)
How to apply
The foundation says donation requests are submitted using its online form and reviewed by its board at bi-monthly meetings. Full details ↓

Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$152K

+86.3% YoY

Annual Giving

$845K

-21.8% YoY

Grant Count

13

-56.7% YoY

Avg Grant Size

$65K

+80.6% YoY

Is Guardian Trust Foundation Inc open to new grantees?

8%

first-time grantees, 2025

In 2025, 1 of 13 grantees (8%) were first-time recipients. First grants averaged $15K; repeat grants $69K. How we count

Medians: $15K first-time, $50K repeat.

  • 92% of 2025 grantees were also funded in 2024. Method
  • Giving grew 145% from 2022 to 2025. Method

Estimate from itemized grant lists in IRS Form 990 filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The mission stated in the 2025 filing is to promote and support selected charitable activities and organizations that provide goods, services, or funding for people meeting the Social Security definition of disabled. The filing also describes support for organizations serving underprivileged and disadvantaged people, and says the foundation acts as trustee of special needs pooled trusts to manage assets for beneficiaries’ long-term financial well-being.

The foundation says it researches organizations receiving support and maintains contact with them to ensure funds are used properly. Its 2025 grants included organizations with varied missions. For example, Florida’s Children First describes its work as protecting and advancing the rights of children and youth affected by child welfare, juvenile justice, and disability systems. Lighthouse of Pinellas describes providing rehabilitation services to people who are blind or visually impaired, while ReConnections Education Center describes providing therapeutic and academic support to students with special needs.

Grantmaking

In 2025, the foundation reported 13 grants totaling $845,000. Grant amounts ranged from $10,000 to $375,000, with a median grant of $50,000.

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Geographic Focus

Where this funder awards grants

All reported 2025 grant dollars went to recipients in Florida. The foundation is based in Clearwater, Florida.

Grant Distribution by State

3states

Share of 2025 grant dollars across all 13 itemized grants.

Cities

ClearwaterTampaOcalaTallahasseTallahasseeCoral SpringsLutzSt PetersburgFort LauderdaleWinter HavenLargoPinellas ParkNew Port RicheyHoffman EstatesChicagoSeminolePensacolaRiverviewSarasoataAvon

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M38 grants2019 26 grants2020 19 grants2021 16 grants2022 26 grants2023 30 grants2024 13 grants2025

From 2019 to 2025, annual grant giving ranged from $345K (2022) to $1.1M (2024). In 2025 it made 13 grants totaling $845K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Arc Tampa Bay Foundation: $375KArc Tampa Bay Foundation$375KYMCA of the Suncoast: $100KYMCA of the Suncoast$100KFlorida Guardian Ad Litem Foundation Inc: $50KFlorida Guardian Ad LitemFoundation Inc$50KFlorida's Children First Inc: $50KFlorida's Children First Inc$50KLife Concepts Inc DBA Quest Inc: $50KLife Concepts Inc DBA QuestInc$50KLutheran Services 12TH and 13TH Circuits: $50KLutheran Services 12TH and13TH Circuits$50KOffice of Public Guardian - North Florida: $50KOffice of Public Guardian -North Florida$50KSages Theater Inc: $30KSages Theater Inc$30KLighthouse of Pinellas: $25KLighthouse of Pinellas$25KGreat Explorations Children's Museum: $20KGreat Explorations Children'sMuseum$20K

The largest 2025 recipient was Arc Tampa Bay Foundation ($375K). Together the top 10 received $800K.

Grant Size Distribution

104 grants across all recorded years

82<$50K19$50–100K2$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 82 grants of 104 (79%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Arc Tampa Bay Foundation Clearwater, FLGeneral Donation$375,000
YMCA of the Suncoast Clearwater, FLGeneral Donation$100,000
Florida Guardian Ad Litem Foundation Inc Tallahasse, FL7TH Annual Triumph Award$50,000
Florida's Children First Inc Coral Springs, FLGeneral Donation$50,000
Life Concepts Inc DBA Quest Inc Tampa, FLGeneral Donation$50,000
Lutheran Services 12TH and 13TH Circuits Tampa, FLGeneral Donation$50,000
Office of Public Guardian - North Florida Tallahasse, FLParticipating Organization$50,000
Sages Theater Inc Pinellas Park, FLGeneral Donation$30,000
Lighthouse of Pinellas Largo, FLGeneral Donation$25,000
Great Explorations Children's Museum St Petersburg, FLGeneral Donation$20,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $152,155 $5,005,714 $4,980,216 $845,000
2024 $81,657 $5,047,803 $5,136,968 $1,080,000
2023 $203,179 $4,698,559 $4,637,856 $666,427

The filing type is Form 990 (a public charity).

Revenue
Expenses
$0$2M$4M$6M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$152,155$81,657$203,179
Revenue$5,005,714$5,047,803$4,698,559
Expenses$4,980,216$5,136,968$4,637,856

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS June 21, 2021)
  2. Updated Form 990 for fiscal year 2022 (received by the IRS January 30, 2024)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS November 5, 2024)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS April 18, 2025)
  5. Added Form 990 for fiscal year 2019 (received by the IRS June 1, 2020)
  6. Updated Form 990 for fiscal year 2021 (received by the IRS September 1, 2022)
  7. Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)
  8. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Travis Finchum as president, Kole Long as vice-president/treasurer, Paul Burmeister as secretary, and Rob Rawlings and Kim Kurey as directors. The filing also states that Finchum owns Elite Trust Services, Inc., which provides trust and administration management services to the foundation.

Guardian Trust Foundation Inc is led by Travis Finchum, President since 2025 (on filings since 2019); 2 of 5 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Travis Finchum

    President

    President → President & Secretary, 2022

    President & Secretary → President, 2025

    On filings since 2019

    20 hrs/week

    $70K (2022) → $128K (2025)

  • Kim Kurey

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Rob Rawlings

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Kole Long

    Vice President & Treasurer

    Vice President → Vice President & Treasurer, 2022

    On filings since 2019

    20 hrs/week

    $47K (2022) → $102K (2025)

  • Paul Burmeister

    Secretary

    Director → Secretary, 2025

    On filings since 2022

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: Ashley Gonneli (2019–2022) — Director
  • Former: Jennifer Ruiz (2019–2022) — Secretary & Treasurer

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Travis Finchum — President: $128KTravis FinchumPresident$128KKole Long — Vice-President/Treasurer: $102KKole LongVice-President/Treasurer$102K

The highest reported compensation on the 2025 filing was $128K, to Travis Finchum (President). 2 officers or directors reported compensation on that filing.

Contact

Mailing address: 901 Chestnut St C, Clearwater, FL 33756-5618
Phone: (727) 210-1185
Website: https://guardiantrusts.org

Frequently asked questions about Guardian Trust Foundation Inc

How much does Guardian Trust Foundation Inc give each year?

Guardian Trust Foundation Inc gave $845K across 13 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $1.1M across 30 grants.

What is Guardian Trust Foundation Inc's typical grant size?

Guardian Trust Foundation Inc's median grant in 2025 was $50,000, and its average grant was $65,000, across 13 grants on its 2025 IRS Form 990. Organizations receiving their first grant from Guardian Trust Foundation Inc that year got $15K on average.

Where does Guardian Trust Foundation Inc give grants?

Guardian Trust Foundation Inc gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Tampa, FL (3 grants), Clearwater, FL (2 grants), Tallahasse, FL (2 grants) and Pinellas Park, FL (2 grants).

Does Guardian Trust Foundation Inc give general operating support?

Yes: 85% of Guardian Trust Foundation Inc's 2025 grants with a stated purpose (11 of 13) were for general or operating support, per its 2025 IRS Form 990.

Who are Guardian Trust Foundation Inc's largest grantees?

Guardian Trust Foundation Inc's largest 2025 grantees include Arc Tampa Bay Foundation ($375,000), YMCA of the Suncoast ($100,000) and Florida Guardian Ad Litem Foundation Inc ($50,000), according to its 2025 IRS Form 990. Together they received 62% of its itemized 2025 grant dollars.

How large is Guardian Trust Foundation Inc?

Guardian Trust Foundation Inc reported $152K in total assets on its 2025 IRS Form 990. Its revenue that year was $5.0M.

What does Guardian Trust Foundation Inc fund?

The mission stated in the 2025 filing is to promote and support selected charitable activities and organizations that provide goods, services, or funding for people meeting the Social Security definition of disabled. See mission & focus areas ↑

How do I apply for a grant from Guardian Trust Foundation Inc?

The foundation says donation requests are submitted using its online form and reviewed by its board at bi-monthly meetings. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Guardian Trust Foundation Inc's EIN?

Guardian Trust Foundation Inc's EIN (Employer Identification Number) is 04-3625771. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

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