MONA RATCLIFF CAMPBELL FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MONA RATCLIFF CAMPBELL FAMILY FOUNDATION (EIN 26-3889180)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-11-24
- IRS object ID
- 202533289349100163
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-24T17:59:51-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621110839 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 OIL WELL RD | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | 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 | 7316689399 | 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 CAMPBELL | PersonNm |
| Person Title | PRES-DIRECTOR | PersonTitleTxt |
| Phone | 7316689939 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL M HEWITT | PreparerPersonNm |
| PTIN | P00083268 | PTIN |
| Phone | 7314278571 | PhoneNum |
| Preparation | 2025-11-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,747,679 | 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 | $325,279 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,525 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,525 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $282,167 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $282,167 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $648,878 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,011,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $648,878 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,257,849 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $932,570 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,955 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,806 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,955 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $374,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $374,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $383,111 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,955 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $374,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $874,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $929,615 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $303,616 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $810,193 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $810,193 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,393,307 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,551,859 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,962,736 | CorporateStockEOYFMVAmt |
| Other Assets BOY | -$32,328 | OtherAssetsBOYAmt |
| Other Assets EOY | -$23,292 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$25,250 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,664,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,338,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,747,679 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,664,595 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,338,760 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,664,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,338,760 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,664,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,338,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,664,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $874,738 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,539,333 | SubtotalAmt |
| Other Decreases | $200,573 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,338,760 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CATERPILLAR INC 2500 SH | P | 2022-07-01 | 2023-01-18 | $608,206 | $108,222 | $499,984 | $499,984 |
| NUCOR CORP CALLS | P | 2023-01-20 | 2023-01-20 | $21,403 | $21,403 | $21,403 | |
| NUCOR CORP CALLS | P | 2023-04-21 | 2023-04-21 | $19,952 | $19,952 | $19,952 | |
| CATERPILLAR PUTS | P | 2023-06-05 | 2023-06-06 | $9,185 | $9,185 | $9,185 | |
| CATERPILLAR INC 300 SH | P | 2023-03-16 | 2023-07-13 | $75,750 | $66,191 | $9,559 | $9,559 |
| NUCOR CORP 300 SH | P | 2021-07-01 | 2023-07-13 | $50,578 | $33,810 | $16,768 | $16,768 |
| CATERPILLAR CALLS | P | 2023-09-13 | 2023-09-14 | $9,793 | -$9,793 | -$9,793 | |
| VERALTO CORP .667 SH | P | 2022-01-18 | 2023-10-01 | $49 | $67 | -$18 | -$18 |
| BROADCOM CALLS | P | 2022-07-01 | 2023-10-20 | $10,059 | $10,059 | $10,059 | |
| NUCOR CORP CALLS | P | 2022-07-01 | 2023-10-20 | $9,721 | $9,721 | $9,721 | |
| CATERPILLAR INC 500 SH | P | 2023-03-16 | 2023-12-27 | $148,092 | $110,306 | $37,786 | $37,786 |
| NURCOR COPR 300 SH | P | 2021-12-23 | 2023-12-27 | $53,035 | $34,290 | $18,745 | $18,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $648,878 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $588,076 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,922 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,922 | SubtotalAmt |
| Tax Based On Investment Income | $12,922 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,168 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,922 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $6,754 | OriginalReturnTaxPaidAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2022 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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-DIRECTO | 000.00 | $0 | $0 | $0 |
| MONA CAMPBELL | ||||||||
| 100 CHARLESTON PLACE | JACKSON | TN | 383058838 | SEC-DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,001,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $716,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,718,644 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,718,644 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,780 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,587,864 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $429,393 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $429,393 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,922 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,922 | TotalTaxAmt |
| Distributable Before Adj | $416,471 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $416,471 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $416,471 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $374,350 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $374,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $416,471 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $376,426 | UndistributedIncomePYAmt |
| Qualifying Distributions | $374,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $374,350 | AppliedToYear1Amt |
| Taxable2 | $2,076 | Taxable2Amt |
| Undistributed Income CY | $416,471 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES AND 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 | $750 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE MAIL CODE | CLEVELAND | OH | 44195 | NA | PC | UNRESTRICTED OPERATIONS | $25,000 |
| 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 | $600 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 1573 N HIGHLAND | JACKSON | TN | 38301 | NA | PC | CENTURY FUND | $150,000 |
| JACKSON SYMPHONY ASSOCIATION | |||||||
| 207 E LAFAYETTE ST | JACKSON | TN | 38301 | NA | PC | UNRESTRICTED OPERATIONS | $25,000 |
| 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 | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $374,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,525 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $282,167 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $648,878 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $932,570 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $932,570 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 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 | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 AMD 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 | $325,279 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 300 SHARES OF CATERPILLAR INC | $76,944 | 2023-07-14 |
| 1 | 300 SHARES OF NUCOR INC. | $49,737 | 2023-07-14 |
| 1 | 500 SHARES OF CATERPILLAR INC. | $145,155 | 2023-12-22 |
| 1 | 300 SHARES OF NUCOR INC. | $53,443 | 2023-12-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,955 | Amt |
| Net Investment Income | $2,955 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES | $59,801 | $73,705 |
| AMAZON INC | $248,708 | $243,104 |
| APPLE INC | $126,365 | $173,277 |
| AT&T INC | $155,808 | $130,884 |
| BP PLC | $233,840 | $215,940 |
| BROADCOM INC | $126,556 | $669,750 |
| CADENCE BANK PFD | $111,823 | $107,670 |
| CATERPILLAR INC | $210,517 | $709,608 |
| CHEVRON CORP | $327,972 | $428,089 |
| CISCO SYSTEMS INC | $153,682 | $262,704 |
| DANAHER CORP | $51,035 | $46,268 |
| DEVON ENERGY CORP | $51,768 | $43,035 |
| DOW INC | $392,726 | $503,596 |
| DUKE ENERGY CORP | $24,823 | $24,260 |
| DUPONT DE NEMOURS INC | $128,881 | $217,943 |
| FIRST HORIZON PFD | $78,665 | $86,100 |
| FORD MOTOR CO | $77,438 | $78,016 |
| GILEAD SCIENCES INC. | $150,534 | $194,424 |
| INTEL CORP | $139,021 | $326,625 |
| INTERNATIONAL BUSINESS MACHINES CORP | $178,529 | $181,541 |
| INTERNATIONAL PAPER CO | $306,880 | $272,933 |
| JP MORGAN CHASE | $506,168 | $773,955 |
| KEYCORP PFD | $33,584 | $30,030 |
| MICRON TECHNOLOGIES INC COM | $69,293 | $76,806 |
| MICROSOFT CORP | $312,885 | $413,644 |
| NUCOR CORP | $522,839 | $1,009,432 |
| NVIDIA CORP | $52,299 | $99,044 |
| PFIZER INC | $96,667 | $92,128 |
| PINNACLE FINANCIAL PARTNERS | $33,463 | $30,510 |
| QUALCOMM INC | $75,256 | $70,869 |
| ROYAL DUTCH SHELL | $301,592 | $312,550 |
| TRUIST FINL CORP COM | $26,649 | $18,460 |
| UNILEVER PLC | $50,046 | $43,632 |
| VERALTO CORP | $6,669 | $5,429 |
| VERIZON COMMUNICATIONS | $728,305 | $576,810 |
| FIDELITY ADVISOR NEW INSIGHTES FD | $87,042 | $73,376 |
| SPDR S&P 500 ETF | $261,256 | $297,069 |
| T ROWE PRICE ETF INC BLUE CHIP GROWT | $52,474 | $49,520 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPEN OPTION CONTRACT | Desc |
| BOY Book Value | -$32,328 | BOYBookValueAmt |
| EOY Book Value | -$23,292 | EOYBookValueAmt |
| EOYFMV | -$25,250 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECTION OF ERRORS IN COST BASIS | Desc |
| Amt | $200,573 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| TN SECRETARY OF STATE | $20 |
| FEDERAL EXCISE TAX | $5,786 |