Civic Intelligence

A&T Family Foundation Inc.

EIN 33-1924470 • Maryville, TN

Pub. 78 Eligible
4275 Panoramic View DriveMaryville, TN 37804
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

$10,733,741

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$10,733,741

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue20th percentileNet Margin100th percentile

Revenue

$12,005,731

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$12,005,731

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2024: $10,733,741Liabilities 2024: $0Net Assets 2024: $10,733,7412024

Highlighted filing

2024

Assets$10,733,741
Liabilities$0
Net Assets$10,733,741
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Revenue 2024: $12,005,731Expenses 2024: $0Net Income 2024: $12,005,7312024

Highlighted filing

2024

Revenue$12,005,731
Expenses$0
Net Income$12,005,731
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,733,741
Liabilities
$0
Net assets
$10,733,741
Revenue
$12,005,731
Expenses
$0
Net income
$12,005,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$12.0$0.00$12.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 9, 2024 to Dec 31, 2024
Signed
Oct 31, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALANA D MARSHPresident-$0--
TRICIA K LAWLERSecretary/Treasurer-$0--
P NEWMAN BANKSTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
A&T Family Foundation Inc
EIN
33-1924470
In Care Of
% CAPFINANCIAL PARTNERS LLC
Phone
9726614600
Address
4275 PANORAMIC VIEW DRIVE, MARYVILLE, TN 37804

Signing Officer

Name
Tricia Lawler
Title
Trustee
Phone
9726614600
Signed
2025-10-31
Discuss with paid preparer
Yes

Preparer

Firm
CapFinancial Partners LLC
Address
5005 LBJ FREEWAY SUITE 1313, DALLAS, TX 75244
Preparer
Kelly H Pattillo
Phone
9726614600
Raw XML Appendix381 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2027758
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2124316
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2230503
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2320606
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2426384
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2512228
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2632698
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2719314
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2823025
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0414 shs ishares msci eafe small cap etf stock. FMV on the date of transfer was $60.72 per share or $
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1682 shs ishares msci emerging markets etf stock. FMV on the date of transfer was $42.56 per share or
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2601 shs ishares russell 1000 growth etf stock. FMV on the date of transfer was $414.545 per share or
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3957 shs ishares russell 1000 value etf stock. FMV on the date of transfer was $186.52 per share or $
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4593 shs ishares russell mid cap value etf stock. FMV on the date of transfer was $130.41 per share o
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc52,431 shs harris assoc invt tr stock. FMV on the date of transfer was $24.86 per share or $60,435.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc62,810 shs schwab us small cap etf stock . FMV on the date of transfer was $26.05 per share or $73,20
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc7391.861 shs rowe t price mid-cap growth fd stock. FMV on the date of transfer was $101.97 per share
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc8512.912 shs vanguard world fd stock. FMV on the date of transfer was $103.59 per share or $53,133.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc913,319.43 shs diamond hill funds stock. FMV on the date of transfer was $27.92 per share or $371,878
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc109,335.58 shs dodge & cox fds stock. FMV on the date of transfer was $50.14 per share or $468,086.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc113,958 shs ishares tr stock. FMV on the date of transfer was $98.22 per share or $388,755.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc121,066 shs ishares russell mid cap value etf stock. FMV on the date of transfer was $130.905 per shar
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc131,929 shs ishares s&p small cap 600 etf stock. FMV on the date of transfer was $109.375 per share or
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc141,246 shs ishares s&p smll cap 600 grth etf stock. FMV on the date of transfer was $137.72 per share
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc156,083 shs ishares inc stock. FMV on the date of transfer was $58.39 per share or $355,186.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc166,021 shs schwab strategic tr stock. FMV on the date of transfer was $34.42 per share or $207,243.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1717,254 shs schwab strategic tr stock. FMV on the date of transfer was $28.855 per share or $497,865.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc18201 shs abbott laboratories stock. FMV on the date of transfer was $114.945 per share or $23,104.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc19726 shs axalta coating systems ltd stock. FMV on the date of transfer was $34.46 per share or $25,01
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc20684 shs baker hughes co stock. FMV on the date of transfer was $40.5825 per share or $27,758.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc21751 shs centerpoint energy inc stock. FMV on the date of transfer was $32.3775 per share or $24,316.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc22110 shs chubb ltd stock. FMV on the date of transfer was $277.30 per share or $30,503.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc23345 shs cisco systems inc stock. FMV on the date of transfer was $59.7275 per share or $20,606.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc24342 shs dupont de nemours inc stock. FMV on the date pf transfer was $77.145 per share or $26,384.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc25176 shs fortune brands innovations inc stock. FMV on the date of transfer was $69.48 per share or $1
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc26525 shs kroger co stock. FMV on the date of transfer was $62.2825 per share or $32,698.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc27322 shs mondelez international inc stock. FMV on the date of transfer was $59.9825 per share or $19,
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc28368 shs coca-cola co stock. FMV on the date of transfer was $62.5675 per share or $23,025.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12025-12-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22024-12-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32024-12-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42024-12-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52024-12-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62024-12-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt72024-12-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt82024-12-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt92024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt102024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt112024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt122024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt132024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt142024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt152024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt162024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt172024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt182024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt192024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt202024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt212024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt222024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt232024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt242024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt252024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt262024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt272024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt282024-12-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11271990
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE IN FMV AND COST BASIS OF
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CONTRIBUTION RECEIVED
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0TRICIA K LAWLER
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1ALANA D MARSH
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm2TRICIA K LAWLER
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm3ALANA D MARSH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt04270 PANORAMIC DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt14275 PANORAMIC VIEW DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt24270 PANORAMIC DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt34275 PANORAMIC VIEW DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MARYVILLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1MARYVILLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2MARYVILLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm3MARYVILLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0TN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1TN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2TN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd3TN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd037804
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd137804
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd237804
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd337804
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRICIA LAWLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09726614600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0A&T Family Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0A&TF
ReturnHeader/Filer/EIN0331924470
ReturnHeader/Filer/InCareOfNm0% CAPFINANCIAL PARTNERS LLC
ReturnHeader/Filer/PhoneNum09726614600
ReturnHeader/Filer/USAddress/AddressLine1Txt04275 PANORAMIC VIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0MARYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037804
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CapFinancial Partners LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05005 LBJ FREEWAY SUITE 1313
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075244
ReturnHeader/PreparerPersonGrp/PhoneNum09726614600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly H Pattillo
ReturnHeader/ReturnTs02025-11-05T11:21:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-09
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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