FAMILY INVESTMENT FOUNDATION INC: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FAMILY INVESTMENT FOUNDATION INC (EIN 32-0071235)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-12-21
- IRS object ID
- 202333559349200023
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-21T15:14:52-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621142155 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUGH & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 N CEDAR BLUFF RD SUITE 200 | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320071235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMILY INVESTMENT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FAMI | BusinessNameControlTxt |
| Phone | 8654031100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 N BROADWAY | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 379176663 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN BENTLEY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8654031100 | PhoneNum |
| Signature | 2023-12-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BENJAMIN | PersonFirstNm |
| Person Last | BENTLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A TUCKER CPA | PreparerPersonNm |
| PTIN | P01015909 | PTIN |
| Phone | 8657690660 | PhoneNum |
| Preparation | 2023-12-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $155,900 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $154,115 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $1,785 | InvestmentIncomeAmt |
| Total Revenue | $155,900 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $9,172 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $2,567 | OtherExpensesTotalAmt |
| Total Expenses | $11,739 | TotalExpensesAmt |
| Excess Or Deficit For Year | $144,161 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $20,313 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $164,474 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,060 | BOYAmt |
| EOY | $182,135 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253 | BOYAmt |
| EOY | $634 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,313 | BOYAmt |
| EOY | $182,769 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $18,295 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,313 | BOYAmt |
| EOY | $164,474 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | FOUNDED IN 2003, THE FAMILY INVESTMENT FOUNDATION, INC. (THE "FOUNDATION") IS A COLLABORATIVE EFFORT BETWEEN THE FOUNDATION, INDIVIDUALS AND BUSINESSES WITHIN THE COMMUNITY, LOCAL GOVERNMENT AND LOCAL GOVERNMENT AGENCIES TO SUPPLEMENT AND COMPLEMENT LOCAL GOVERNMENT EFFORTS TO ADDRESS THE SOCIAL, EDUCATIONAL, ECONOMIC AND HEALTH ISSUES AND NEEDS OF THE GREATER KNOXVILLE, TENNESSEE COMMUNITY. THE FOUNDATION IS A 501(C)3 COMPONENT UNIT OF KCDC.KCDC IS THE HOUSING AUTHORITY FOR KNOXVILLE AND KNOX COUNTY AND THE REDEVELOPMENT AGENCY FOR THE CITY OF KNOXVILLE. THE FOUNDATION WAS CREATED TO ASSIST IN SERVICES TO THOSE INDIVIDUALS LIVING IN KCDC HOUSING WITH AMI'S OF 50% OR BELOW, INCLUDING ACCESS TO SOCIAL SERVICES, HEALTH SERVICES, AFFORDABLE HOUSING, FOOD ACCESS, AND OTHER COMMUNITY SERVICES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE FOUNDATION WAS CREATED TO ASSIST IN SERVICES TO THOSE INDIVIDUALS LIVING IN KCDC HOUSING WITH AMI'S OF 50% OR BELOW, INCLUDING ACCESS TO SOCIAL SERVICES, HEALTH SERVICES, AFFORDABLE HOUSING, FOOD ACCESS, AND OTHER COMMUNITY SERVICES. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $9,172 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,172 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| HOUSTON SMELCER | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOSHALYN HUNDLEY | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| MARISA MOAZEN | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| ELLEN MCINTYRE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| LILIANA BURBANO | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRAD PETERS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| BENJAMIN BENTLEY | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MCANDREWS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 N BROADWAY | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37917 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8654031100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Other Employee Paid Over100k | 0 | OtherEmployeePaidOver100kCnt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $154,515 | CurrentTaxYearAmt |
| Total | $176,806 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $154,515 | CurrentTaxYearAmt |
| Total | $176,806 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $134,281 | SubstantialContributorsTotAmt |
| Public Support Total170 | $42,525 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,785 | CurrentTaxYearAmt |
| Total | $1,852 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $178,658 | TotalSupportAmt |
| Public Support CY170 | 0.23800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99670 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST. AMOUNT: 1,785. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: MONTGOMERY VILLAGE FIRE ASSISTANCE. GRANTEE NAME: KCDC. GRANTEE ADDRESS: 901 N. BROADWAY KNOXVILLE, TN 37927. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 9,172. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: MEMBERSHIP, DUES, AND FEES. AMOUNT: 41. DESCRIPTION: BANK SERVICE FEES. AMOUNT: 120. DESCRIPTION: INSURANCE. AMOUNT: 2,406. TOTAL TO FORM 990-EZ, LINE 16: 2,567. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: PREPAID INSURANCE. BEG. OF YEAR AMOUNT: 253. END OF YEAR AMOUNT: 634. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: KCDC PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 18,295. |