FURP.ORG / PUBLIC DATA EXPLORER

FIRTH-LINK FAMILY FOUNDATION TRUST: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FIRTH-LINK FAMILY FOUNDATION TRUST (EIN 46-0980164)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-09
IRS object ID
202011919349100411
Schema version
2019v5.0
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)
Return2020-07-09T09:46:02-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN651060239PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HYNTON POOL & SMITH CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15410 26TH STREET WESTAddressLine1Txt
CityBRADENTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34207ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-06-10SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM B SMITHPreparerPersonNm
PTINP00203592PTIN
Phone9417539566PhoneNum
Preparation2020-06-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.99.224.17IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-09IPDt
IP Tm09:46:02IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id311F1AE705B24ABB3228F56E9A1FAA50D53733A4AtSubmissionCreationDeviceId
At Submission Filing Device IdEDD4F5F07A95CFE7F2E7B4DF176E33279E5994C4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$273,436FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$5,148DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,148DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,148DividendsAdjNetIncmAmt
Total Rev And Expnss$30,154TotalRevAndExpnssAmt
Total Net Invst Incm$5,154TotalNetInvstIncmAmt
Total Adj Net Incm$5,154TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$406AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$406TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,906TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,248ExcessRevenueOverExpensesAmt
Net Investment Income$5,154NetInvestmentIncomeAmt
Adjusted Net Income$5,154AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$680CashBOYAmt
Sav And Temp Cash Invst BOY$1,808SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,645SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,645SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$131,342CorporateStockBOYAmt
Corporate Stock EOY$131,342CorporateStockEOYAmt
Corporate Stock EOYFMV$255,791CorporateStockEOYFMVAmt
Total Assets BOY$133,830TotalAssetsBOYAmt
Total Assets EOY$148,987TotalAssetsEOYAmt
Total Assets EOYFMV$273,436TotalAssetsEOYFMVAmt
Accounts Payable BOY$91AccountsPayableBOYAmt
Total Liabilities BOY$91TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$133,739NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$148,987NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$133,739TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$148,987TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$133,830TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$148,987TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$133,739TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,248ExcessRevenueOverExpensesAmt
Subtotal$148,987SubtotalAmt
Tot Net Ast Or Fund Balances EOY$148,987TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$197,884NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055588DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$163,520NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.061155DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,966AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$94,496NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.084300DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$93,450NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.064205DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$73,926NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.067635DistributionYr5Rt
Total Distribution0.332883TotalDistributionRt
Average Distribution0.066577AverageDistributionRt
Net Vl Noncharitable Assets$238,371NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$15,870AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$52NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$15,922AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$103InvestmentIncomeExciseTaxAmt
Subtotal$103SubtotalAmt
Tax Based On Investment Income$103TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$103ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$103TotalPaymentsAndCreditsAmt

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 FIRTHIndividualWithBooksNm
Phone9413469232PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11260 HIDDEN HARBOR WAYAddressLine1Txt
Address Line21260 HIDDEN HARBOR WAYAddressLine2Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34242ZIPCd
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 WAYSARASOTAFL342421429TRUSTEE000.00$0$0$0
WILLIAM T FIRTH
1260 HIDDEN HARBOR WAYSARASOTAFL342421429TRUSTEE000.00$0$0$0
CHELSEA A FIRTH
1260 HIDDEN HARBOR WAYSARASOTAFL342421429TRUSTEE000.00$0$0$0
BRIAN L FIRTH
1260 HIDDEN HARBOR WAYSARASOTAFL342421429TRUSTEE000.00$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$235,466AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,535AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$242,001TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$242,001AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,630CashDeemedCharitableAmt
Net Vl Noncharitable Assets$238,371NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,919MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,919MinimumInvestmentReturnAmt
Tax Based On Investment Income$103TaxBasedOnInvestmentIncomeAmt
Total Tax$103TotalTaxAmt
Distributable Before Adj$11,816DistributableBeforeAdjAmt
Distributable Before Ded$11,816DistributableBeforeDedAmt
Distributable As Adjusted$11,816DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,500ExpensesAndContributionsAmt
Qualifying Distributions$14,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$14,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,816DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,352ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,385ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,309ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,899ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,197ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,142TotalExcessDistributionCyovAmt
Qualifying Distributions$14,500QualifyingDistributionsAmt
Applied To Current Year$11,816AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,684RemainingDistriFromCorpusAmt
Total Corpus$11,826TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,352ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,474ExcessDistriCyovToNextYrAmt
Excess From Year4$1,385ExcessFromYear4Amt
Excess From Year3$3,309ExcessFromYear3Amt
Excess From Year2$1,899ExcessFromYear2Amt
Excess From Year1$1,197ExcessFromYear1Amt
Excess From Current Year$2,684ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CORAL RESTORATION FOUNDATION
CORAL RESTORATION FOUNDATION5 SEAGATE BLVD5 SEAGATE BLVDKEY LARGOFL33037NONE501(C)3CONSERVATION$8,000
FLORIDA SHERIFFS YOUTH RANCHES IN
FLORIDA SHERIFFS YOUTH RNACHES INCPO BOX 2000PO BOX 2000BOYS RANCHFL32064NONE501(C)(3)GENERAL NEED$1,500
SAVE OUR SEABIRDS INC
SAVE OUR SEABIRDS INC1708 KEN THOMPSON PARKWAY1708 KEN THOMPSON PARWAYSARASOTAFL34236NONE501(C)(3)GENERAL NEED$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,148ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,154ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,154TotalIncomeProducingActyAmt

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 PersonWILLIAM CAROLYN FIRTHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11260 HIDDEN HARBOR WAYAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34242ZIPCd
FieldValueIRS element (for citing)
Total Contributions$25,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$406Amt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIREDExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
100SH ILLINOIS TOOL WORKS$14,805$17,963
130SH APTARGROUP INC$10,048$15,031
250SH NEXTERA ENERGY INC$20,615$60,540
500SH VERIZON$25,312$30,700
585 SH HARRIS CORPORATION$45,115$115,754
99SH PNC FINL SERVICES$15,447$15,803