FURP.ORG / PUBLIC DATA EXPLORER

FIRTH-LINK FAMILY FOUNDATION TRUST: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FIRTH-LINK FAMILY FOUNDATION TRUST (EIN 46-0980164)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-01
IRS object ID
202511829349100211
Schema version
2024v5.0
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)
Return2025-07-01T13:54:26-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA HODGE CPAPreparerPersonNm
PTINP00001682PTIN
Phone9417390920PhoneNum
Preparation2025-05-28PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$348,654FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$40,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$161InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$161InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$161InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$7,528DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,528DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,528DividendsAdjNetIncmAmt
Total Rev And Expnss$47,689TotalRevAndExpnssAmt
Total Net Invst Incm$7,689TotalNetInvstIncmAmt
Total Adj Net Incm$7,689TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,975AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$101TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,076TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,076TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$26,613ExcessRevenueOverExpensesAmt
Net Investment Income$7,689NetInvestmentIncomeAmt
Adjusted Net Income$7,689AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$42,471SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$69,084SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$69,084SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$131,342CorporateStockBOYAmt
Corporate Stock EOY$131,342CorporateStockEOYAmt
Corporate Stock EOYFMV$279,570CorporateStockEOYFMVAmt
Total Assets BOY$173,813TotalAssetsBOYAmt
Total Assets EOY$200,426TotalAssetsEOYAmt
Total Assets EOYFMV$348,654TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$173,813NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$200,426NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$173,813TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$200,426TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$173,813TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$200,426TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$173,813TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$26,613ExcessRevenueOverExpensesAmt
Subtotal$200,426SubtotalAmt
Tot Net Ast Or Fund Balances EOY$200,426TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$107InvestmentIncomeExciseTaxAmt
Subtotal$107SubtotalAmt
Tax Based On Investment Income$107TaxBasedOnInvestmentIncomeAmt
Tax Due$107TaxDueAmt

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$284,965AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$46,180AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$331,145TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$331,145AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,967CashDeemedCharitableAmt
Net Vl Noncharitable Assets$326,178NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,309MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,309MinimumInvestmentReturnAmt
Tax Based On Investment Income$107TaxBasedOnInvestmentIncomeAmt
Total Tax$107TotalTaxAmt
Distributable Before Adj$16,202DistributableBeforeAdjAmt
Distributable Before Ded$16,202DistributableBeforeDedAmt
Distributable As Adjusted$16,202DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,000ExpensesAndContributionsAmt
Qualifying Distributions$19,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,202DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,684ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,467ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,273ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,423ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,453ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,300TotalExcessDistributionCyovAmt
Qualifying Distributions$19,000QualifyingDistributionsAmt
Applied To Current Year$16,202AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,798RemainingDistriFromCorpusAmt
Total Corpus$13,098TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,684ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,414ExcessDistriCyovToNextYrAmt
Excess From Year4$1,467ExcessFromYear4Amt
Excess From Year3$1,273ExcessFromYear3Amt
Excess From Year2$1,423ExcessFromYear2Amt
Excess From Year1$3,453ExcessFromYear1Amt
Excess From Current Year$2,798ExcessFromCurrentYearAmt

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 (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
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$10,000
SERTOMA SPEECH & HEARING FOUNDATION
5211 US HWY 19 STE 200NEW PORT RICHEYFL34652NONE501(C)(3)HEARING AIDS FOR CHILDREN$2,000OF FLORIDA INC
AMERICAN FRIENDS OF THE OCEAN
PO BOX 104142PASADENACA911894142NONE501(C)(3)SUPPORT$5,000FOUNDATION
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$161ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,528ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,689ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,689TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
GEORGE HICKS LINK FAMILY LEGACY TRU
11260 HIDDEN HARBOR WAYSARASOTAFL34242$20,000Yes (X)
WILLIAM FIRTH
21260 HIDDEN HARBOR WAYSARASOTAFL34242$20,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,975Amt

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$279,570EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAXCategoryTxt
Amt$101Amt