MONA RATCLIFF CAMPBELL FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MONA RATCLIFF CAMPBELL FAMILY FOUNDATION (EIN 26-3889180)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202641359349103784
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T15:56:31-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 934967814 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATA Advisory LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 Oil Well Road | AddressLine1Txt |
| City | Jackson | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263889180 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James E Campbell Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | 26-3889180 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 7316689939 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Charleston Place | AddressLine1Txt |
| City | Jackson | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James E Campbell III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7316689939 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John Whybrew | PreparerPersonNm |
| PTIN | P00708357 | PTIN |
| Phone | 7314278571 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,088,332 | 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 | $1,567,944 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,966 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,966 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $283,031 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $283,031 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,316,308 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,661,337 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,316,308 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,187,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,619,305 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $81 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $81 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,779 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,735 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $58 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $139 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $562,705 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $562,705 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $569,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $139 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $562,705 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,617,949 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,619,166 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $454,762 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,102,085 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,102,085 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,360,560 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,036,725 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,927,937 | CorporateStockEOYFMVAmt |
| Other Assets BOY | -$2,851 | OtherAssetsBOYAmt |
| Other Assets EOY | $30,079 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $58,310 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,812,471 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,168,889 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,088,332 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,812,471 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,168,889 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,812,471 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,168,889 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,812,471 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,168,889 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,812,471 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,617,949 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,430,420 | SubtotalAmt |
| Other Decreases | $1,261,531 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,168,889 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| Broadcom Inc - 500 sh | 2020-02-28 | 2025-02-05 | $115,278 | $13,403 | $101,875 | $101,875 | |
| Broadcom Inc - 330 sh | 2020-02-28 | 2025-04-30 | $62,914 | $8,846 | $54,068 | $54,068 | |
| Broadcom Inc - 478 sh | 2020-02-28 | 2025-09-05 | $159,388 | $12,813 | $146,575 | $146,575 | |
| Broadcom Inc - 200 sh | 2020-02-28 | 2025-09-05 | $66,694 | $5,361 | $61,333 | $61,333 | |
| Broadcom Inc - 198 sh | 2020-02-28 | 2025-09-05 | $66,021 | $5,308 | $60,713 | $60,713 | |
| Broadcom Inc - 122 sh | 2020-02-28 | 2025-09-05 | $40,683 | $3,270 | $37,413 | $37,413 | |
| Broadcom Inc - 2 sh | 2020-02-28 | 2025-09-05 | $667 | $54 | $613 | $613 | |
| Broadcom Inc - 300 sh | 2020-02-28 | 2025-09-16 | $106,896 | $8,042 | $98,854 | $98,854 | |
| Broadcom Inc - 700 sh | 2020-02-28 | 2025-11-24 | $257,546 | $18,764 | $238,782 | $238,782 | |
| Broadcom Inc - 170 sh | 2020-03-09 | 2025-04-30 | $32,410 | $4,305 | $28,105 | $28,105 | |
| Broadcom Inc - 300 sh | 2020-03-09 | 2025-05-12 | $65,377 | $7,597 | $57,780 | $57,780 | |
| Broadcom Inc - 500 sh | 2020-03-09 | 2025-06-10 | $121,317 | $12,662 | $108,655 | $108,655 | |
| Broadcom Inc - 30 sh | 2020-03-09 | 2025-08-05 | $8,944 | $760 | $8,184 | $8,184 | |
| Broadcom Inc - 500 sh | 2020-03-09 | 2025-11-24 | $118,867 | $7,597 | $111,270 | $111,270 | |
| Broadcom Inc - 1970 sh | 2020-03-09 | 2025-11-24 | $587,355 | $32,425 | $554,930 | $554,930 | |
| Broadcom Inc - 1200 sh | 2020-03-09 | 2025-09-16 | $441,507 | $19,751 | $421,756 | $421,756 | |
| Broadcom Inc - 100 sh | 2020-03-09 | 2025-09-16 | $36,792 | $1,646 | $35,146 | $35,146 | |
| Calls Broadcom | 2025-06-27 | 2025-09-16 | $3,699 | $23,941 | -$20,242 | -$20,242 | |
| Calls Broadcom | 2024-06-27 | 2025-09-16 | $2,481 | $15,961 | -$13,480 | -$13,480 | |
| Calls Broadcom | 2025-09-16 | 2025-11-07 | $20,371 | $5,080 | $15,291 | $15,291 | |
| JP Morgan Chase - 500 sh | 2019-12-31 | 2025-08-15 | $143,509 | $57,690 | $85,819 | $85,819 | |
| Jp Morgan Chase - 500 sh | 2019-12-31 | 2025-09-19 | $152,465 | $57,690 | $94,775 | $94,775 | |
| Calls JPMorgan Chase | 2024-11-21 | 2025-01-17 | $2,851 | $11 | $2,840 | $2,840 | |
| Calls JPMorgan Chase | 2025-01-17 | 2025-01-17 | $58 | -$58 | -$58 | ||
| Calls JPMorgan Chase | 2025-01-21 | 2025-05-16 | $6,992 | $6,992 | $6,992 | ||
| Calls JPMorgan Chase | 2025-05-30 | 2025-07-01 | $4,165 | $11,188 | -$7,023 | -$7,023 | |
| Calls JPMorgan Chase | 2025-07-01 | 2025-09-12 | $3,595 | $3,885 | -$290 | -$290 | |
| Puts JPMorgan Chase | 2025-08-18 | 2025-10-17 | $4,428 | $4,428 | $4,428 | ||
| Calls JPMorgan Chase | 2025-09-12 | 2025-11-21 | $3,369 | $3,369 | $3,369 | ||
| Puts JPMorgan Chase | 2025-10-21 | 2025-12-19 | $2,310 | $2,310 | $2,310 | ||
| Qnity Electronics | 2008-10-22 | 2025-11-01 | $48 | $24 | $24 | $24 | |
| Veralto Corp | 2022-01-18 | 2025-10-08 | $6,832 | $6,868 | -$36 | -$36 | |
| Energy Transfer LP | 2025-01-01 | 2025-12-31 | $29 | -$29 | -$29 | ||
| Capital Gains Dividends | $15,566 | $15,566 | $15,566 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,316,308 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,406 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,406 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,406 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,948 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,948 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $29,475 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | James Campbell | IndividualWithBooksNm |
| Phone | 7316689399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Charleston Place | AddressLine1Txt |
| City | Jackson | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| James Campbell | ||||||||
| 100 Charleston Place | Jackson | TN | 383058838 | Pres-Director | 3.00 | $0 | $0 | $0 |
| Jeb Campbell | ||||||||
| 766 Ashport Rd | Jackson | TN | 38305 | Sec-Director | 0.50 | $0 | $0 | $0 |
| Tiffany Strieter | ||||||||
| 275 Burbetty Glen Blvd | Nolensville | TN | 37135 | Vice Pres-director | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,874,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $998,778 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,873,004 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,873,004 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,095 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,679,909 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $633,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $633,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,406 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,406 | TotalTaxAmt |
| Distributable Before Adj | $597,589 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $597,589 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $597,589 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $562,705 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $562,705 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $597,589 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $522,815 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $562,705 | QualifyingDistributionsAmt |
| Applied To Year1 | $522,815 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,890 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $557,699 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | James Campbell | ContributingManagerNm |
| Contributing Manager | Jeb Campbell | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | James Campbell | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Charleston Place | AddressLine1Txt |
| City | Jackson | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7316689399 | RecipientPhoneNum |
| Recipient Email Address | jmcampbell@hmcompany.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Grant application prescribed by bylaws including history of organization, nature of the request and the proposed use of the funds. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Biblical Training Organization | |||||||
| 523 NE Everett St | Camas | WA | 98607 | NA | PC | Unrestricted operations | $10,000 |
| Birth Choice | |||||||
| 391 Wallace Rd | Jackson | TN | 38305 | NA | PC | Unrestricted operations | $10,000 |
| Boy Scouts of America | |||||||
| 1995 Hollywood St | Jackson | TN | 38305 | NA | PC | Unrestricted operations | $6,000 |
| Boys & Girls Club | |||||||
| 832 Lexington St | Jackson | TN | 38301 | NA | PC | Unrestricted operations | $1,000 |
| Cleveland Clinic Foundation | |||||||
| 9500 Euclid Ave Mail Code | Cleveland | OH | 44195 | NA | PC | Unrestricted operations | $90,000 |
| Dream Center | |||||||
| 1970 N Highland Suite E | Jackson | TN | 38305 | NA | PC | Capital campaign and unrestricted operations | $240,000 |
| Exchange-Club Carl Perkins Center | |||||||
| PO Box 477 | Jackson | TN | 38305 | NA | PC | Unrestricted operations | $1,600 |
| First Presbyterian Church | |||||||
| 1573 N Highland | Jackson | TN | 38301 | NA | PC | Century Fund and Unrestricted operations | $159,100 |
| Jackson Symphony Association | |||||||
| 207 E Lafayette St | Jackson | TN | 38301 | NA | PC | Unrestricted operations | $35,000 |
| West Cancer Foundation | |||||||
| 7945 Wolf River Blvd | Germantown | TN | 38138 | NA | PC | Unrestricted operations | $10,000 |
| Energy Transfer LP Passthrough | |||||||
| 8111 Westchester Drive | Dallax | TX | 75225 | NA | PC | 501(c)(3) organizations | $5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $562,705 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,966 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $283,031 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,316,308 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,619,305 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,619,305 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Income and growth investments fund the charitable purpose |
| 4 | Income and growth investments fund the charitable purpose |
| 8 | Income and growth investments fund the charitable purpose |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| James and Mona Campbell | |||||||
| 1 | 100 Charleston Place | Jackson | TN | 38305 | $1,367,944 | Yes (X) | |
| James and Mona Campbell | |||||||
| 2 | 100 Charleston Place | Jackson | TN | 38305 | $200,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Broadcom, Inc. given 900 shares on 2/25/25, 2,000 shares on 8/15/25, and 1,500 shares on 11/24/25 | NoncashPropertyDesc |
| Fair Market Value | $1,367,944 | FairMarketValueAmt |
| Received | 2025-11-24 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Advanced Micro Devices | $424,719 | $642,480 |
| Amazon Inc | $350,355 | $484,722 |
| Apple Inc | $126,365 | $244,674 |
| AT&T Inc | $155,808 | $193,752 |
| BP PLC | $233,840 | $211,853 |
| Broadcom Inc | $43,556 | $692,200 |
| Cadence Bank Pfd | $111,823 | $119,325 |
| Caterpillar Inc | $218,981 | $1,260,314 |
| Chevron Corp | $426,605 | $541,818 |
| Cisco Systems Inc | $153,682 | $400,556 |
| Danaher Corp | $51,035 | $45,784 |
| Devon Energy Corp | $51,768 | $34,799 |
| Dow Inc | $392,726 | $214,699 |
| Duke Energy Corp | $24,823 | $29,303 |
| Dupont De Nemours Inc | $52,973 | $113,887 |
| First Horizon Pfd | $154,979 | $158,310 |
| Ford Motor Co | $36,299 | $39,360 |
| Gilead Sciences Inc. | $150,534 | $294,576 |
| International Business Machines Corp | $309,018 | $476,898 |
| International Paper Co | $306,879 | $297,395 |
| JP Morgan Chase | $371,792 | $1,143,881 |
| Keycorp Pfd | $33,584 | $31,890 |
| Micron Technologies Inc Com | $69,293 | $256,869 |
| Microsoft Corp | $499,789 | $749,611 |
| Nucor Corp | $718,959 | $1,174,392 |
| Nvidia Corp | $122,738 | $484,900 |
| Pfizer Inc | $198,414 | $174,300 |
| Pinnacle Financial Partners | $33,463 | $33,777 |
| Qualcomm Inc | $75,256 | $83,815 |
| Royal Dutch Shell | $301,592 | $349,030 |
| Truist Finl Corp Com | $26,649 | $24,605 |
| Verizon Communications | $728,305 | $623,169 |
| Fidelity Advisor New Insightes Fd | $110,047 | $119,630 |
| SPDR S&P 500 ETF | $312,141 | $487,573 |
| T Rowe Price ETF Inc Blue Chip Growth | $52,474 | $79,776 |
| Bristol Meyers Squib | $69,541 | $64,728 |
| Costco Wholesale Corp | $92,658 | $86,234 |
| Fifth Third Bankcorp Pfd | $74,938 | $67,690 |
| Qnity Electronics | $75,884 | $115,616 |
| Wells Fargo & Co Pfd | $75,034 | $72,113 |
| Energy Transfer LP | $142,417 | $138,513 |
| Truist Finl Corp Pfd | $74,989 | $69,120 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Open option contracts | Desc |
| BOY Book Value | -$2,851 | BOYBookValueAmt |
| EOY Book Value | $30,079 | EOYBookValueAmt |
| EOYFMV | $58,310 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment of cost basis of donated assets to donor's basis | Desc |
| Amt | $1,261,531 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Energy Transfer losses | Desc |
| Revenue And Expenses Per Books | $4,735 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $58 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal excise tax | CategoryTxt |
| Amt | $1,779 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |