FURP.ORG / PUBLIC DATA EXPLORER

FIRTH-LINK FAMILY FOUNDATION TRUST: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
FIRTH-LINK FAMILY FOUNDATION TRUST (EIN 46-0980164)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-13
IRS object ID
201903179349100430
Schema version
2018v3.1
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)
Return2019-11-13T08:40:29-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-11-05SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM B SMITHPreparerPersonNm
PTINP00203592PTIN
Phone9417539566PhoneNum
Preparation2019-11-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.99.224.17IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-13IPDt
IP Tm08:40:29IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3711AB13C48C242A61946CDDFE6AE919C75FFCE9AtSubmissionCreationDeviceId
At Submission Filing Device IdEDD4F5F07A95CFE7F2E7B4DF176E33279E5994C4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$189,295FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$4,533DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,533DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,533DividendsAdjNetIncmAmt
Total Rev And Expnss$14,540TotalRevAndExpnssAmt
Total Net Invst Incm$4,540TotalNetInvstIncmAmt
Total Adj Net Incm$4,540TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$380AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$380TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,380TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,160ExcessRevenueOverExpensesAmt
Net Investment Income$4,540NetInvestmentIncomeAmt
Adjusted Net Income$4,540AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$680CashEOYAmt
Cash EOYFMV$680CashEOYFMVAmt
Sav And Temp Cash Invst BOY$14,966SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,808SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,808SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$115,895CorporateStockBOYAmt
Corporate Stock EOY$131,342CorporateStockEOYAmt
Corporate Stock EOYFMV$186,807CorporateStockEOYFMVAmt
Total Assets BOY$130,861TotalAssetsBOYAmt
Total Assets EOY$133,830TotalAssetsEOYAmt
Total Assets EOYFMV$189,295TotalAssetsEOYFMVAmt
Accounts Payable BOY$282AccountsPayableBOYAmt
Accounts Payable EOY$91AccountsPayableEOYAmt
Total Liabilities BOY$282TotalLiabilitiesBOYAmt
Total Liabilities EOY$91TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$130,579UnrestrictedBOYAmt
Unrestricted EOY$133,739UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$130,579TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$133,739TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$130,861TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$133,830TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$130,579TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,160ExcessRevenueOverExpensesAmt
Subtotal$133,739SubtotalAmt
Tot Net Ast Or Fund Balances EOY$133,739TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$163,520NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.061155DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,966AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$94,496NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.084300DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$93,450NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.064205DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$73,926NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.067635DistributionYr4Rt
Total Distribution0.277295TotalDistributionRt
Average Distribution0.069324AverageDistributionRt
Net Vl Noncharitable Assets$197,884NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,718AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$45NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,763AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$11,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$91InvestmentIncomeExciseTaxAmt
Subtotal$91SubtotalAmt
Tax Based On Investment Income$91TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$85EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$6ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$91TotalPaymentsAndCreditsAmt

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 GenYes (true)Form990PFFiledWithAttyGenInd
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$196,653AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,244AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$200,897TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$200,897AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,013CashDeemedCharitableAmt
Net Vl Noncharitable Assets$197,884NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,894MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,894MinimumInvestmentReturnAmt
Tax Based On Investment Income$91TaxBasedOnInvestmentIncomeAmt
Total Tax$91TotalTaxAmt
Distributable Before Adj$9,803DistributableBeforeAdjAmt
Distributable Before Ded$9,803DistributableBeforeDedAmt
Distributable As Adjusted$9,803DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,000ExpensesAndContributionsAmt
Qualifying Distributions$11,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$11,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,803DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,778ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,352ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,385ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,309ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,899ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,723TotalExcessDistributionCyovAmt
Qualifying Distributions$11,000QualifyingDistributionsAmt
Applied To Current Year$9,803AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,197RemainingDistriFromCorpusAmt
Total Corpus$10,920TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,778ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,142ExcessDistriCyovToNextYrAmt
Excess From Year4$1,352ExcessFromYear4Amt
Excess From Year3$1,385ExcessFromYear3Amt
Excess From Year2$3,309ExcessFromYear2Amt
Excess From Year1$1,899ExcessFromYear1Amt
Excess From Current Year$1,197ExcessFromCurrentYearAmt

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
SERTOMA SPEECH & HEARING FOUNDATION
SERTOMA SPEECH & HEARING FOUNDATION6333 RIVER ROAD6333 RIVER ROADNEW PORT RICHEYFL34652NONE501(C)(3)GENERAL NEED$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,533ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,540ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,540TotalIncomeProducingActyAmt

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$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$380Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
100SH ILLINOIS TOOL WORKS$14,805$12,669
130SH APTARGROUP INC$10,048$12,229
250SH NEXTERA ENERGY INC$20,615$43,455
500SH VERIZON$25,312$28,110
585 SH HARRIS CORPORATION$45,115$78,770
99SH PNC FINL SERVICES$15,447$11,574