2025-11-24T17:59:51-05:00 2023-12-31 621110839 ATA PLLC 227 OIL WELL RD JACKSON TN 38305 990PF 2023-01-01 263889180 JAMES E CAMPBELL FAMILY FOUNDATION 26-3889180 JAME 7316689399 100 CHARLESTON PLACE JACKSON TN 38305 JAMES CAMPBELL PRES-DIRECTOR 7316689939 2025-11-11 true false MICHAEL M HEWITT P00083268 7314278571 2025-11-24 2023 2025-03-06 01:10:19Z X X 9747679 X 325279 1525 1525 282167 282167 648878 1011557 648878 1257849 932570 2955 2955 5806 8761 2955 0 374350 374350 383111 2955 374350 874738 929615 303616 810193 810193 6393307 6551859 8962736 -32328 -23292 -25250 6664595 7338760 9747679 0 X 6664595 7338760 6664595 7338760 6664595 7338760 6664595 874738 7539333 200573 7338760 CATERPILLAR INC 2500 SH P 2022-07-01 2023-01-18 608206 108222 499984 499984 NUCOR CORP CALLS P 2023-01-20 2023-01-20 21403 21403 21403 NUCOR CORP CALLS P 2023-04-21 2023-04-21 19952 19952 19952 CATERPILLAR PUTS P 2023-06-05 2023-06-06 9185 9185 9185 CATERPILLAR INC 300 SH P 2023-03-16 2023-07-13 75750 66191 9559 9559 NUCOR CORP 300 SH P 2021-07-01 2023-07-13 50578 33810 16768 16768 CATERPILLAR CALLS P 2023-09-13 2023-09-14 9793 -9793 -9793 VERALTO CORP .667 SH P 2022-01-18 2023-10-01 49 67 -18 -18 BROADCOM CALLS P 2022-07-01 2023-10-20 10059 10059 10059 NUCOR CORP CALLS P 2022-07-01 2023-10-20 9721 9721 9721 CATERPILLAR INC 500 SH P 2023-03-16 2023-12-27 148092 110306 37786 37786 NURCOR COPR 300 SH P 2021-12-23 2023-12-27 53035 34290 18745 18745 648878 588076 12922 12922 12922 6168 12922 6754 false false false false false false false true true TN true false false false false true N/A JAMES CAMPBELL 7316689399 100 CHARLESTON PLACE JACKSON TN 38305 false false false false false false false true 2022 true false false false false false false false false false false false false 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 NONE NONE N/A 8001679 716965 0 8718644 8718644 130780 8587864 429393 429393 12922 12922 416471 416471 416471 374350 374350 416471 376426 374350 374350 2076 416471 JAMES AND 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 750 CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVE MAIL CODE CLEVELAND OH 44195 NA PC UNRESTRICTED OPERATIONS 25000 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 600 FIRST PRESBYTERIAN CHURCH 1573 N HIGHLAND JACKSON TN 38301 NA PC CENTURY FUND 150000 JACKSON SYMPHONY ASSOCIATION 207 E LAFAYETTE ST JACKSON TN 38301 NA PC UNRESTRICTED OPERATIONS 25000 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 7000 374350 1525 282167 648878 932570 932570 4 INCOME AND GROWTH INVESTMENTS FUND THE CHARITABLE PURPOSE 8 INCOME AND GROWTH INVESTMENTS FUND THE CHARITABLE PURPOSE false false false false false false false false false false X X 1 JAMES AMD MONA CAMPBELL 100 CHARLESTON PLACE JACKSON TN 38305 325279 X 1 300 SHARES OF CATERPILLAR INC 76944 2023-07-14 1 300 SHARES OF NUCOR INC. 49737 2023-07-14 1 500 SHARES OF CATERPILLAR INC. 145155 2023-12-22 1 300 SHARES OF NUCOR INC. 53443 2023-12-22 ACCOUNTING FEES 2955 2955 ADVANCED MICRO DEVICES 59801 73705 AMAZON INC 248708 243104 APPLE INC 126365 173277 AT&T INC 155808 130884 BP PLC 233840 215940 BROADCOM INC 126556 669750 CADENCE BANK PFD 111823 107670 CATERPILLAR INC 210517 709608 CHEVRON CORP 327972 428089 CISCO SYSTEMS INC 153682 262704 DANAHER CORP 51035 46268 DEVON ENERGY CORP 51768 43035 DOW INC 392726 503596 DUKE ENERGY CORP 24823 24260 DUPONT DE NEMOURS INC 128881 217943 FIRST HORIZON PFD 78665 86100 FORD MOTOR CO 77438 78016 GILEAD SCIENCES INC. 150534 194424 INTEL CORP 139021 326625 INTERNATIONAL BUSINESS MACHINES CORP 178529 181541 INTERNATIONAL PAPER CO 306880 272933 JP MORGAN CHASE 506168 773955 KEYCORP PFD 33584 30030 MICRON TECHNOLOGIES INC COM 69293 76806 MICROSOFT CORP 312885 413644 NUCOR CORP 522839 1009432 NVIDIA CORP 52299 99044 PFIZER INC 96667 92128 PINNACLE FINANCIAL PARTNERS 33463 30510 QUALCOMM INC 75256 70869 ROYAL DUTCH SHELL 301592 312550 TRUIST FINL CORP COM 26649 18460 UNILEVER PLC 50046 43632 VERALTO CORP 6669 5429 VERIZON COMMUNICATIONS 728305 576810 FIDELITY ADVISOR NEW INSIGHTES FD 87042 73376 SPDR S&P 500 ETF 261256 297069 T ROWE PRICE ETF INC BLUE CHIP GROWT 52474 49520 OPEN OPTION CONTRACT -32328 -23292 -25250 CORRECTION OF ERRORS IN COST BASIS 200573 TN SECRETARY OF STATE 20 FEDERAL EXCISE TAX 5786