2025-11-13T08:15:25-06:00 2024-12-31 934967814 ATA Advisory LLC 227 Oil Well Road Jackson TN 38305 990PF 2024-01-01 263889180 James E Campbell Family Foundation 26-3889180 JAME 7316689939 100 Charleston Place Jackson TN 38305 James E Campbell Jr President 7316689939 2025-11-12 1 0 Mike Hewitt P00083268 7314278571 2025-11-12 2024 2025-03-06 01:10:19Z X 11153218 X 386248 22524 22524 274014 274014 231782 1921510 231782 914568 528320 0 0 0 20342 0 0 15 15 0 20357 15 0 420500 420500 440857 15 420500 473711 528305 810193 454762 454762 6551859 7360560 10698846 -23292 -2851 -390 7338760 7812471 11153218 0 0 X 7338760 7812471 7338760 7812471 7338760 7812471 7338760 473711 0 7812471 0 7812471 Caterpillar Calls 2024-01-17 2024-01-17 7040 7040 7040 Caterpillar Calls 2004-03-22 2024-03-21 35914 -35914 -35914 Caterpillar Calls 2024-05-01 2024-05-01 15693 15693 15693 Caterpillar Calls 2024-11-15 2024-11-15 7071 7071 7071 Ford Motor Company Calls 2024-06-21 2024-06-21 2211 2211 2211 Nucor Corp Calls 2024-02-14 2024-02-14 6679 6679 6679 Nucor Corp Calls 2024-05-01 2024-05-01 10663 10663 10663 Bremer Bank NA 2024-11-18 2024-08-09 250000 250000 0 0 Cadence Bank 2024-11-14 2024-11-14 49187 49426 -239 -239 Caterpillar Inc 2024-09-19 2024-03-22 110944 109368 1576 1576 Caterpillar Inc 2024-11-13 2024-03-22 50201 89995 -39794 -39794 City NB FL 2024-08-12 2024-05-03 250000 250000 0 0 JP Morgan Chase & Co 2024-11-13 2024-11-13 48288 67369 -19081 -19081 Merch Bank IN 2024-08-09 2024-05-01 250000 250000 0 0 MidFirst Bank 2024-11-15 2024-08-14 250000 250000 0 0 Broadcom Inc 2024-09-23 2020-02-28 171266 26806 144460 144460 Caterpillar Inc 2024-03-21 72267 44120 28147 28147 Caterpillar Inc 2024-03-22 108131 29577 78554 78554 Caterpillar Inc 2024-09-19 2017-10-19 18491 3508 14983 14983 Ford Motor Company 2024-03-01 2016-02-01 42243 41139 1104 1104 Intel Corp 2024-12-03 79795 96879 -17084 -17084 Intel Corp 2024-12-10 59637 42142 17495 17495 Unilever PLC 2024-08-14 2021-02-05 54313 53485 828 828 Capital Gains Dividends P 7390 7390 7390 231782 7343 0 7343 0 7343 12924 0 0 0 12924 412 5169 5169 0 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 Mona Campbell 100 Charleston Place Jackson TN 383058838 Sec-Director 1.00 0 0 0 NONE 0 NONE 0 0 10367394 479033 0 10846427 0 0 10846427 162696 10683731 534187 534187 7343 7343 526844 0 526844 0 526844 420500 0 420500 526844 416471 0 0 420500 416471 0 0 4029 0 0 0 0 0 0 0 0 522815 0 0 0 James Campbell Mona 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 40000 Dream Center 1970 N Highland Suite E Jackson TN 38305 NA PC Capital campaign 100000 Exchange-Club Carl Perkins Center PO Box 477 Jackson TN 38305 NA PC Unrestricted operations 1000 First Presbyterian Church 1573 N Highland Jackson TN 38301 NA PC Century Fund 170000 Jackson Symphony Association 207 E Lafayette St Jackson TN 38301 NA PC Unrestricted operations 35000 University School of Jackson 232 McClellan Rd Jackson TN 38305 NA PC Unrestricted operations 40000 West Cancer Foundation 7945 Wolf River Blvd Germantown TN 38138 NA PC Unrestricted operations 7500 420500 0 22524 274014 231782 0 0 528320 528320 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 386248 X 1 300 Shares of Caterpillar Inc 107433 2024-03-22 1 350 Shares of Caterpillar Inc 130658 2024-09-20 1 130 Shares of Caterpillar Inc 50357 2024-11-13 1 200 Shares of JP Morgan Chase Inc 48374 2014-11-13 1 1300 Shares of Cadence Bank Inc. 49426 2014-11-13 Advanced Micro Devices 424719 362370 Amazon Inc 298753 405872 Apple Inc 126365 225378 AT&T Inc 155808 177606 BP PLC 233840 180316 Broadcom Inc 99750 1159200 Cadence Bank Pfd 111823 113220 Caterpillar Inc 218981 798072 Chevron Corp 426605 514906 Cisco Systems Inc 153682 307840 Danaher Corp 51035 45910 Devon Energy Corp 51768 31094 Dow Inc 392726 368514 Duke Energy Corp 24823 26935 Dupont De Nemours Inc 128881 216016 First Horizon Pfd 78665 89200 Ford Motor Co 36299 29700 Gilead Sciences Inc. 150534 221688 International Business Machines Corp 178529 244011 International Paper Co 306880 406341 JP Morgan Chase 487173 1090681 Keycorp Pfd 33584 31980 Micron Technologies Inc Com 69293 75744 Microsoft Corp 499789 653325 Nucor Corp 718959 840312 Nvidia Corp 122738 349154 Pfizer Inc 198414 185710 Pinnacle Financial Partners 33463 32711 Qualcomm Inc 75256 75274 Royal Dutch Shell 301592 297588 Truist Finl Corp Com 26649 21690 Veralto Corp 6669 6722 Verizon Communications 728305 611847 Fidelity Advisor New Insightes Fd 94481 98244 SPDR S&P 500 ETF 261256 366300 T Rowe Price ETF Inc Blue Chip Growth 52473 37375 Open option contracts -23292 -2851 -390 Postage 15 15 0 TN Secretary of State 41 0 0 Federal excise tax 20301 0 0