MONA RATCLIFF CAMPBELL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MONA RATCLIFF CAMPBELL FAMILY FOUNDATION (EIN 26-3889180)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349100531
- Schema version
- 2024v5.2
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T08:15:25-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 Jr | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7316689939 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mike Hewitt | PreparerPersonNm |
| PTIN | P00083268 | PTIN |
| Phone | 7314278571 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $11,153,218 | 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 | $386,248 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22,524 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,524 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $274,014 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $274,014 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $231,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,921,510 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $231,782 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $914,568 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $528,320 | 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 |
| Taxes Rev And Expnss | $20,342 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,357 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $420,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $420,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $440,857 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $473,711 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $528,305 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $810,193 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $454,762 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $454,762 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,551,859 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,360,560 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,698,846 | CorporateStockEOYFMVAmt |
| Other Assets BOY | -$23,292 | OtherAssetsBOYAmt |
| Other Assets EOY | -$2,851 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$390 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,338,760 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,812,471 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,153,218 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,338,760 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,812,471 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,338,760 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,812,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,338,760 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,812,471 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,338,760 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $473,711 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,812,471 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,812,471 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| Caterpillar Calls | 2024-01-17 | 2024-01-17 | $7,040 | $7,040 | $7,040 | ||
| Caterpillar Calls | 2004-03-22 | 2024-03-21 | -$35,914 | -$35,914 | $35,914 | ||
| Caterpillar Calls | 2024-05-01 | 2024-05-01 | $15,693 | $15,693 | $15,693 | ||
| Caterpillar Calls | 2024-11-15 | 2024-11-15 | $7,071 | $7,071 | $7,071 | ||
| Ford Motor Company Calls | 2024-06-21 | 2024-06-21 | $2,211 | $2,211 | $2,211 | ||
| Nucor Corp Calls | 2024-02-14 | 2024-02-14 | $6,679 | $6,679 | $6,679 | ||
| Nucor Corp Calls | 2024-05-01 | 2024-05-01 | $10,663 | $10,663 | $10,663 | ||
| Bremer Bank NA | 2024-11-18 | 2024-08-09 | $250,000 | $0 | $0 | $250,000 | |
| Cadence Bank | 2024-11-14 | 2024-11-14 | $49,187 | -$239 | -$239 | $49,426 | |
| Caterpillar Inc | 2024-09-19 | 2024-03-22 | $110,944 | $1,576 | $1,576 | $109,368 | |
| Caterpillar Inc | 2024-11-13 | 2024-03-22 | $50,201 | -$39,794 | -$39,794 | $89,995 | |
| City NB FL | 2024-08-12 | 2024-05-03 | $250,000 | $0 | $0 | $250,000 | |
| JP Morgan Chase & Co | 2024-11-13 | 2024-11-13 | $48,288 | -$19,081 | -$19,081 | $67,369 | |
| Merch Bank IN | 2024-08-09 | 2024-05-01 | $250,000 | $0 | $0 | $250,000 | |
| MidFirst Bank | 2024-11-15 | 2024-08-14 | $250,000 | $0 | $0 | $250,000 | |
| Broadcom Inc | 2024-09-23 | 2020-02-28 | $171,266 | $144,460 | $144,460 | $26,806 | |
| Caterpillar Inc | 2024-03-21 | $72,267 | $28,147 | $28,147 | $44,120 | ||
| Caterpillar Inc | 2024-03-22 | $108,131 | $78,554 | $78,554 | $29,577 | ||
| Caterpillar Inc | 2024-09-19 | 2017-10-19 | $18,491 | $14,983 | $14,983 | $3,508 | |
| Ford Motor Company | 2024-03-01 | 2016-02-01 | $42,243 | $1,104 | $1,104 | $41,139 | |
| Intel Corp | 2024-12-03 | $79,795 | -$17,084 | -$17,084 | $96,879 | ||
| Intel Corp | 2024-12-10 | $59,637 | $17,495 | $17,495 | $42,142 | ||
| Unilever PLC | 2024-08-14 | 2021-02-05 | $54,313 | $828 | $828 | $53,485 | |
| Capital Gains Dividends | $7,390 | $7,390 | $7,390 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $231,782 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,343 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,343 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,343 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,924 | 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 | $12,924 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $412 | EsPenaltyAmt |
| Overpayment | $5,169 | OverpaymentAmt |
| Applied To ES Tax | $5,169 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 (2 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 |
| Mona Campbell | ||||||||
| 100 Charleston Place | Jackson | TN | 383058838 | Sec-Director | 1.00 | $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 | $10,367,394 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $479,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,846,427 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,846,427 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,683,731 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $534,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $534,187 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,343 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,343 | TotalTaxAmt |
| Distributable Before Adj | $526,844 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $526,844 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $526,844 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $420,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $526,844 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $416,471 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $420,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $416,471 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,029 | 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 | $522,815 | 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 | Mona 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 StatusRecipientFoundationStatusTxt | 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 | $40,000 |
| Dream Center | |||||||
| 1970 N Highland Suite E | Jackson | TN | 38305 | NA | PC | Capital campaign | $100,000 |
| Exchange-Club Carl Perkins Center | |||||||
| PO Box 477 | Jackson | TN | 38305 | NA | PC | Unrestricted operations | $1,000 |
| First Presbyterian Church | |||||||
| 1573 N Highland | Jackson | TN | 38301 | NA | PC | Century Fund | $170,000 |
| Jackson Symphony Association | |||||||
| 207 E Lafayette St | Jackson | TN | 38301 | NA | PC | Unrestricted operations | $35,000 |
| University School of Jackson | |||||||
| 232 McClellan Rd | Jackson | TN | 38305 | NA | PC | Unrestricted operations | $40,000 |
| West Cancer Foundation | |||||||
| 7945 Wolf River Blvd | Germantown | TN | 38138 | NA | PC | Unrestricted operations | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $420,500 | 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 | $22,524 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $274,014 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $231,782 | 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 | $528,320 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $528,320 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | James and Mona Campbell | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $386,248 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 300 Shares of Caterpillar Inc | $107,433 | 2024-03-22 |
| 1 | 350 Shares of Caterpillar Inc | $130,658 | 2024-09-20 |
| 1 | 130 Shares of Caterpillar Inc | $50,357 | 2024-11-13 |
| 1 | 200 Shares of JP Morgan Chase Inc | $48,374 | 2014-11-13 |
| 1 | 1300 Shares of Cadence Bank Inc. | $49,426 | 2014-11-13 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Advanced Micro Devices | $424,719 | $362,370 |
| Amazon Inc | $298,753 | $405,872 |
| Apple Inc | $126,365 | $225,378 |
| AT&T Inc | $155,808 | $177,606 |
| BP PLC | $233,840 | $180,316 |
| Broadcom Inc | $99,750 | $1,159,200 |
| Cadence Bank Pfd | $111,823 | $113,220 |
| Caterpillar Inc | $218,981 | $798,072 |
| Chevron Corp | $426,605 | $514,906 |
| Cisco Systems Inc | $153,682 | $307,840 |
| Danaher Corp | $51,035 | $45,910 |
| Devon Energy Corp | $51,768 | $31,094 |
| Dow Inc | $392,726 | $368,514 |
| Duke Energy Corp | $24,823 | $26,935 |
| Dupont De Nemours Inc | $128,881 | $216,016 |
| First Horizon Pfd | $78,665 | $89,200 |
| Ford Motor Co | $36,299 | $29,700 |
| Gilead Sciences Inc. | $150,534 | $221,688 |
| International Business Machines Corp | $178,529 | $244,011 |
| International Paper Co | $306,880 | $406,341 |
| JP Morgan Chase | $487,173 | $1,090,681 |
| Keycorp Pfd | $33,584 | $31,980 |
| Micron Technologies Inc Com | $69,293 | $75,744 |
| Microsoft Corp | $499,789 | $653,325 |
| Nucor Corp | $718,959 | $840,312 |
| Nvidia Corp | $122,738 | $349,154 |
| Pfizer Inc | $198,414 | $185,710 |
| Pinnacle Financial Partners | $33,463 | $32,711 |
| Qualcomm Inc | $75,256 | $75,274 |
| Royal Dutch Shell | $301,592 | $297,588 |
| Truist Finl Corp Com | $26,649 | $21,690 |
| Veralto Corp | $6,669 | $6,722 |
| Verizon Communications | $728,305 | $611,847 |
| Fidelity Advisor New Insightes Fd | $94,481 | $98,244 |
| SPDR S&P 500 ETF | $261,256 | $366,300 |
| T Rowe Price ETF Inc Blue Chip Growth | $52,473 | $37,375 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Open option contracts | Desc |
| BOY Book Value | -$23,292 | BOYBookValueAmt |
| EOY Book Value | -$2,851 | EOYBookValueAmt |
| EOYFMV | -$390 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Postage | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TN Secretary of State | $41 | $0 | $0 |
| Federal excise tax | $20,301 | $0 | $0 |