2026-05-15T15:56:31-05:00 2025-12-31 934967814 ATA Advisory LLC 227 Oil Well Road Jackson TN 38305 990PF 2025-01-01 263889180 James E Campbell Family Foundation 26-3889180 JAME 7316689939 100 Charleston Place Jackson TN 38305 James E Campbell III President 7316689939 2026-05-15 1 John Whybrew P00708357 7314278571 2026-05-15 2025 2025-03-06 01:10:19Z X 15088332 X 1567944 19966 19966 283031 283031 2316308 2661337 2316308 4187249 2619305 0 0 0 81 81 0 1779 0 0 4735 58 0 6595 139 0 562705 562705 569300 139 562705 3617949 2619166 454762 2102085 2102085 7360560 8036725 12927937 -2851 30079 58310 7812471 10168889 15088332 0 0 X 7812471 10168889 7812471 10168889 7812471 10168889 7812471 3617949 0 11430420 1261531 10168889 Broadcom Inc - 500 sh 2020-02-28 2025-02-05 115278 13403 101875 101875 Broadcom Inc - 330 sh 2020-02-28 2025-04-30 62914 8846 54068 54068 Broadcom Inc - 478 sh 2020-02-28 2025-09-05 159388 12813 146575 146575 Broadcom Inc - 200 sh 2020-02-28 2025-09-05 66694 5361 61333 61333 Broadcom Inc - 198 sh 2020-02-28 2025-09-05 66021 5308 60713 60713 Broadcom Inc - 122 sh 2020-02-28 2025-09-05 40683 3270 37413 37413 Broadcom Inc - 2 sh 2020-02-28 2025-09-05 667 54 613 613 Broadcom Inc - 300 sh 2020-02-28 2025-09-16 106896 8042 98854 98854 Broadcom Inc - 700 sh 2020-02-28 2025-11-24 257546 18764 238782 238782 Broadcom Inc - 170 sh 2020-03-09 2025-04-30 32410 4305 28105 28105 Broadcom Inc - 300 sh 2020-03-09 2025-05-12 65377 7597 57780 57780 Broadcom Inc - 500 sh 2020-03-09 2025-06-10 121317 12662 108655 108655 Broadcom Inc - 30 sh 2020-03-09 2025-08-05 8944 760 8184 8184 Broadcom Inc - 500 sh 2020-03-09 2025-11-24 118867 7597 111270 111270 Broadcom Inc - 1970 sh 2020-03-09 2025-11-24 587355 32425 554930 554930 Broadcom Inc - 1200 sh 2020-03-09 2025-09-16 441507 19751 421756 421756 Broadcom Inc - 100 sh 2020-03-09 2025-09-16 36792 1646 35146 35146 Calls Broadcom 2025-06-27 2025-09-16 3699 23941 -20242 -20242 Calls Broadcom 2024-06-27 2025-09-16 2481 15961 -13480 -13480 Calls Broadcom 2025-09-16 2025-11-07 20371 5080 15291 15291 JP Morgan Chase - 500 sh 2019-12-31 2025-08-15 143509 57690 85819 85819 Jp Morgan Chase - 500 sh 2019-12-31 2025-09-19 152465 57690 94775 94775 Calls JPMorgan Chase 2024-11-21 2025-01-17 2851 11 2840 2840 Calls JPMorgan Chase 2025-01-17 2025-01-17 58 -58 -58 Calls JPMorgan Chase 2025-01-21 2025-05-16 6992 6992 6992 Calls JPMorgan Chase 2025-05-30 2025-07-01 4165 11188 -7023 -7023 Calls JPMorgan Chase 2025-07-01 2025-09-12 3595 3885 -290 -290 Puts JPMorgan Chase 2025-08-18 2025-10-17 4428 4428 4428 Calls JPMorgan Chase 2025-09-12 2025-11-21 3369 3369 3369 Puts JPMorgan Chase 2025-10-21 2025-12-19 2310 2310 2310 Qnity Electronics 2008-10-22 2025-11-01 48 24 24 24 Veralto Corp 2022-01-18 2025-10-08 6832 6868 -36 -36 Energy Transfer LP 2025-01-01 2025-12-31 29 -29 -29 Capital Gains Dividends P 15566 15566 15566 2316308 36406 0 36406 0 36406 6948 0 0 0 6948 17 29475 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A James Campbell 7316689399 100 Charleston Place Jackson TN 38305 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 11874226 998778 0 12873004 0 0 12873004 193095 12679909 633995 633995 36406 36406 597589 0 597589 0 597589 562705 0 562705 597589 522815 0 0 562705 522815 0 0 39890 0 0 0 0 0 0 0 0 557699 0 0 0 James Campbell Jeb Campbell James Campbell 100 Charleston Place Jackson TN 38305 7316689399 jmcampbell@hmcompany.com Grant application prescribed by bylaws including history of organization, nature of the request and the proposed use of the funds. None None Biblical Training Organization 523 NE Everett St Camas WA 98607 NA PC Unrestricted operations 10000 Birth Choice 391 Wallace Rd Jackson TN 38305 NA PC Unrestricted operations 10000 Boy Scouts of America 1995 Hollywood St Jackson TN 38305 NA PC Unrestricted operations 6000 Boys & Girls Club 832 Lexington St Jackson TN 38301 NA PC Unrestricted operations 1000 Cleveland Clinic Foundation 9500 Euclid Ave Mail Code Cleveland OH 44195 NA PC Unrestricted operations 90000 Dream Center 1970 N Highland Suite E Jackson TN 38305 NA PC Capital campaign and unrestricted operations 240000 Exchange-Club Carl Perkins Center PO Box 477 Jackson TN 38305 NA PC Unrestricted operations 1600 First Presbyterian Church 1573 N Highland Jackson TN 38301 NA PC Century Fund and Unrestricted operations 159100 Jackson Symphony Association 207 E Lafayette St Jackson TN 38301 NA PC Unrestricted operations 35000 West Cancer Foundation 7945 Wolf River Blvd Germantown TN 38138 NA PC Unrestricted operations 10000 Energy Transfer LP Passthrough 8111 Westchester Drive Dallax TX 75225 NA PC 501(c)(3) organizations 5 562705 0 19966 283031 2316308 0 0 2619305 2619305 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 0 0 0 0 0 0 0 0 0 0 X X 1 James and Mona Campbell 100 Charleston Place Jackson TN 38305 1367944 X 2 James and Mona Campbell 100 Charleston Place Jackson TN 38305 200000 X 1 Broadcom, Inc. given 900 shares on 2/25/25, 2,000 shares on 8/15/25, and 1,500 shares on 11/24/25 1367944 2025-11-24 Advanced Micro Devices 424719 642480 Amazon Inc 350355 484722 Apple Inc 126365 244674 AT&T Inc 155808 193752 BP PLC 233840 211853 Broadcom Inc 43556 692200 Cadence Bank Pfd 111823 119325 Caterpillar Inc 218981 1260314 Chevron Corp 426605 541818 Cisco Systems Inc 153682 400556 Danaher Corp 51035 45784 Devon Energy Corp 51768 34799 Dow Inc 392726 214699 Duke Energy Corp 24823 29303 Dupont De Nemours Inc 52973 113887 First Horizon Pfd 154979 158310 Ford Motor Co 36299 39360 Gilead Sciences Inc. 150534 294576 International Business Machines Corp 309018 476898 International Paper Co 306879 297395 JP Morgan Chase 371792 1143881 Keycorp Pfd 33584 31890 Micron Technologies Inc Com 69293 256869 Microsoft Corp 499789 749611 Nucor Corp 718959 1174392 Nvidia Corp 122738 484900 Pfizer Inc 198414 174300 Pinnacle Financial Partners 33463 33777 Qualcomm Inc 75256 83815 Royal Dutch Shell 301592 349030 Truist Finl Corp Com 26649 24605 Verizon Communications 728305 623169 Fidelity Advisor New Insightes Fd 110047 119630 SPDR S&P 500 ETF 312141 487573 T Rowe Price ETF Inc Blue Chip Growth 52474 79776 Bristol Meyers Squib 69541 64728 Costco Wholesale Corp 92658 86234 Fifth Third Bankcorp Pfd 74938 67690 Qnity Electronics 75884 115616 Wells Fargo & Co Pfd 75034 72113 Energy Transfer LP 142417 138513 Truist Finl Corp Pfd 74989 69120 Open option contracts -2851 30079 58310 Adjustment of cost basis of donated assets to donor's basis 1261531 Energy Transfer losses 4735 58 0 Federal excise tax 1779 0 0