FIRTH-LINK FAMILY FOUNDATION TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FIRTH-LINK FAMILY FOUNDATION TRUST (EIN 46-0980164)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-08
- IRS object ID
- 201402519349100200
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-08T06:06:11-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HYNTON POOL & SMITH CPAS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5410 26TH ST WEST | AddressLine1 |
| City | BRADENTON | City |
| State | FL | State |
| ZIP Code | 34207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460980164 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRTH-LINK FAMILY FOUNDATION TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIRT | BusinessNameControlTxt |
| Phone | 9413469232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1260 HIDDEN HARBOR WAY | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34242 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN L FIRTH | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM B SMITH | PreparerPersonNm |
| PTIN | P00203592 | PTIN |
| Phone | 9417539566 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $68,083 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $30,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $19 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,414 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,414 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,414 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $31,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,433 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,433 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,035 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $850 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,885 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,548 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,433 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,433 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,671 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $611 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $611 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $30,424 | CorporateStockBOYAmt |
| Corporate Stock EOY | $59,908 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $67,472 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $124 | OtherAssetsEOYAmt |
| Total Assets BOY | $36,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,083 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $36,095 | UnrestrictedBOYAmt |
| Unrestricted EOY | $60,643 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,643 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,548 | ExcessRevenueOverExpensesAmt |
| Subtotal | $60,643 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $60,643 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29 | SubtotalAmt |
| Tax Based On Investment Income | $29 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $29 | AppliedToEsTaxAmt |
| Total Payments And Credits | $29 | TotalPaymentsAndCreditsAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN FIRTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9413469232 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1260 HIDDEN HARBOR WAY | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34242 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CAROLYN L FIRTH | ||||||
| 1260 HIDDEN HARBOR WAY | SARASOTA | FL | 342421429 | Trustee | 0.00 | $0 |
| WILLIAM T FIRTH | ||||||
| 1260 HIDDEN HARBOR WAY | SARASOTA | FL | 342421429 | Trustee | 0.00 | $0 |
| CHELSEA A FIRTH | ||||||
| 1260 HIDDEN HARBOR WAY | SARASOTA | FL | 342421429 | Trustee | 0.00 | $0 |
| BRIAN L FIRTH | ||||||
| 1260 HIDDEN HARBOR WAY | SARASOTA | FL | 342421429 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $66,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $990 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,251 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,251 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29 | TotalTaxAmt |
| Distributable Before Adj | $3,222 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,222 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,222 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,222 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $3,453 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,453 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,222 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,778 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,231 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $3,453 | ExcessFromYear1Amt |
| Excess From Current Year | $1,778 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROLYN L FIRTH | ContributingManagerNm |
| Contributing Manager | WILLIAM T FIRTH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERTOMA SPEECH & HEARING FOUNDATION | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4443 ROWAN ROAD | AddressLine1 |
| City | NEW PORT RICHEY | City |
| State | FL | State |
| ZIP Code | 34653 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | N/A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FURTHER THE EXEMPT PURPOSE OF THE CHARITABLE ORGANIZATION | GrantOrContributionPurposeTxt |
| Amt | $5,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,414 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,433 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,433 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GEORGE LINK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1260 HIDDEN HARBOR WAY | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34242 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN FEE | CategoryTxt |
| Amt | $1,035 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK MONTREAL QUEBEC F | $10,246 | $11,665 |
| BP PLC ADR F | $9,969 | $11,666 |
| NEXTERA ENERGY INC | $10,209 | $12,843 |
| BAXTER INTERNATIONAL INC | $29,484 | $31,298 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| EOY Book Value | $124 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS FEE FOR FORM 1023 | Desc |
| Revenue And Expenses Per Books | $850 | RevenueAndExpensesPerBooksAmt |