FURP.ORG / PUBLIC DATA EXPLORER

FIRTH-LINK FAMILY FOUNDATION TRUST: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FIRTH-LINK FAMILY FOUNDATION TRUST (EIN 46-0980164)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-06
IRS object ID
202323109349100047
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-06T12:23:05-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN300014946PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REHFELDT GROUP CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13201 26TH ST WESTAddressLine1Txt
CityBRADENTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34205ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN460980164EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIRTH-LINK FAMILY FOUNDATION TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFIRTBusinessNameControlTxt
Phone9413469232PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11260 HIDDEN HARBOR WAYAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34242ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROLYN L FIRTHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9413469232PhoneNum
Signature2023-10-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLYNPersonFirstNm
Person LastFIRTHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA HODGE CPAPreparerPersonNm
PTINP00001682PTIN
Phone9417390920PhoneNum
Preparation2023-10-27PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$297,264FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,019ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,884DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,884DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,884DividendsAdjNetIncmAmt
Total Rev And Expnss$26,903TotalRevAndExpnssAmt
Total Net Invst Incm$6,884TotalNetInvstIncmAmt
Total Adj Net Incm$6,884TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,035AccountingFeesRevAndExpnssAmt
Interest Rev And Expnss$3InterestRevAndExpnssAmt
Taxes Rev And Expnss$88TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$559OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,685TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,685TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,218ExcessRevenueOverExpensesAmt
Net Investment Income$6,884NetInvestmentIncomeAmt
Adjusted Net Income$6,884AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$23,980SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,198SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,198SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$12,000AcctRcvblAmt
Acct Rcvbl EOY$12,000AcctRcvblEOYAmt
Corporate Stock BOY$131,342CorporateStockBOYAmt
Corporate Stock EOY$131,342CorporateStockEOYAmt
Corporate Stock EOYFMV$277,066CorporateStockEOYFMVAmt
Total Assets BOY$155,322TotalAssetsBOYAmt
Total Assets EOY$163,540TotalAssetsEOYAmt
Total Assets EOYFMV$297,264TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$155,322NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$163,540NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$155,322TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$163,540TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$155,322TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$163,540TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$155,322TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,218ExcessRevenueOverExpensesAmt
Subtotal$163,540SubtotalAmt
Tot Net Ast Or Fund Balances EOY$163,540TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$96InvestmentIncomeExciseTaxAmt
Subtotal$96SubtotalAmt
Tax Based On Investment Income$96TaxBasedOnInvestmentIncomeAmt
Tax Due$96TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAROLYN L FIRTHIndividualWithBooksNm
Phone9413469232PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11260 HIDDEN HARBOR WAYAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP342421429ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROLYN L FIRTH
1260 HIDDEN HARBOR WAYSARASOTAFL342421429TRUSTEE1.00$0$0$0
WILLIAM T FIRTH
1260 HIDDEN HARBOR WAYSARASOTAFL342421429TRUSTEE1.00$0$0$0
CHELSEA FIRTH STEADMAN
1260 HIDDEN HARBOR WAYSARASOTAFL342421429TRUSTEE1.00$0$0$0
BRIAN L FIRTH
1260 HIDDEN HARBOR WAYSARASOTAFL342421429TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$291,299AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,636AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$297,935TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$297,935AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,469CashDeemedCharitableAmt
Net Vl Noncharitable Assets$293,466NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,673MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,673MinimumInvestmentReturnAmt
Tax Based On Investment Income$96TaxBasedOnInvestmentIncomeAmt
Total Tax$96TotalTaxAmt
Distributable Before Adj$14,577DistributableBeforeAdjAmt
Distributable Before Ded$14,577DistributableBeforeDedAmt
Distributable As Adjusted$14,577DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,000ExpensesAndContributionsAmt
Qualifying Distributions$16,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,577DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,899ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,197ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,684ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,467ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,273ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,520TotalExcessDistributionCyovAmt
Qualifying Distributions$16,000QualifyingDistributionsAmt
Applied To Current Year$14,577AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,423RemainingDistriFromCorpusAmt
Total Corpus$9,943TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,899ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,044ExcessDistriCyovToNextYrAmt
Excess From Year4$1,197ExcessFromYear4Amt
Excess From Year3$2,684ExcessFromYear3Amt
Excess From Year2$1,467ExcessFromYear2Amt
Excess From Year1$1,273ExcessFromYear1Amt
Excess From Current Year$1,423ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCAROLYN FIRTHContributingManagerNm
Contributing ManagerWILLIAM FIRTHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FLORIDA SHERIFFS YOUTH RANCHES INC
PO BOX 2000BOYS RANCHFL32064NONE501(C)(3)GENERAL NEED$2,000
CORAL RESTORATION FOUNDATION
5 SEAGATE BLVDKEY LARGOFL33037NONE501(C)(3)CONSERVATION$8,000
FRIENDS OF THE POOL INC
217 MATECUMBE AVEISLAMORADAFL33036NONE501(C)(3)ALLIGATOR LIGHTHOUSE RESTORATION$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,884ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,884ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,884TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGEORGE HICKS LINK FAMILY LEGACY TRUContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11260 HIDDEN HARBOR WAYAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34242ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$2,035Amt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIREDExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$131,342EOYBookValueAmt
EOYFMV$277,066EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
PENALTIES ON LATE PAYMENT$559

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$88Amt