2025-11-14T08:50:19-06:00 2024-12-31 934967814 ATA Advisory LLC 227 Oil Well Road Jackson TN 38305 990PF 2024-01-01 921393500 H&M Foundation H&MF 7316603136 50 Security Drive Jackson TN 38305 Michael Farris Secretary 7316603136 2025-11-13 1 0 Mike Hewitt P00083268 7314278571 2025-11-13 2024 2025-03-06 01:10:19Z X 3183199 X 1000000 41269 41269 69680 69680 79209 1003459 79209 1190158 190158 0 0 0 268 268 0 1710 0 0 1978 268 0 130000 130000 131978 268 130000 1058180 189890 519401 478215 478215 650007 1000003 1002655 825264 1589588 1718277 -1975 -16929 -15948 1992697 3050877 3183199 0 0 X 1992697 3050877 1992697 3050877 1992697 3050877 1992697 1058180 0 3050877 0 3050877 Call Bank of America 2024-09-20 2024-09-20 1181 1181 1181 Call Caterpillar 2024-06-21 2024-06-21 725 725 725 Call Caterpillar 2024-09-19 2024-09-20 630 -630 -630 Call Caterpillar 2024-11-11 2024-11-18 752 752 752 Call Chevron 2024-08-02 2024-08-02 190 190 190 Call Chevron 2024-12-20 2024-12-20 308 308 308 Call Dow Inc 2024-09-20 2024-09-20 686 686 686 Call Dow Inc 2024-12-20 2024-12-20 460 460 460 Call Duke Energy 2024-10-16 2024-10-17 1690 -1690 -1690 Call International Paper 2024-09-20 2024-09-20 765 765 765 Call Nvidia Corp 2024-02-23 2024-06-04 26798 8322 18476 18476 Call Nvidia Corp 2024-05-17 2024-05-17 955 955 955 Call Nvidia Corp 2024-10-18 2024-10-21 1033 1033 1033 Call Nvidia Corp 2024-12-20 2024-12-20 4782 4782 4782 Call Pioneer Natural Resources 2024-03-15 2024-03-18 430 430 430 Call Verizon Communications 2024-12-20 2024-12-20 669 669 669 Call Exxon Mobil 2024-10-18 2024-10-18 2142 2142 2142 Call Pioneer 2024-06-21 2024-06-21 2063 2063 2063 Put Chevron 2024-05-17 2024-05-17 1101 1101 1101 Put Duke Energy 2024-06-21 2024-06-21 1880 1880 1880 Put Duke Energy 2024-10-18 2024-10-18 665 665 665 Put Devon Energy 2024-01-19 2024-01-19 1975 1975 1975 Put Devon Energy 2024-05-17 2024-05-17 1915 1915 1915 Put Fedex Corp 2024-04-19 2024-04-19 1120 1120 1120 Put Barrick Gold Corp 2024-06-21 2024-06-21 1015 1015 1015 Put Marvell Tech 2024-06-21 2024-06-21 5042 5042 5042 Put Microsoft Corp 2024-10-18 2024-10-18 3243 3243 3243 Put Nvidia Corp 2024-05-17 2024-05-17 3890 3890 3890 Put Nvidia Corp 2024-10-18 2024-10-18 2571 2571 2571 Put Verizon Communications 2024-04-19 2024-04-19 1475 1475 1475 Exxon Mobile Corp 2023-06-16 2024-05-07 71 52 19 19 First Savings Bank 2024-01-25 2024-06-28 200000 200000 0 0 Kroger Co 2024-03-19 2024-03-19 5298 4359 939 939 Pimco Short Term 2024-03-28 2024-04-23 79980 79917 63 63 Pimco Short Term 2024-03-28 2024-06-03 39980 39959 21 21 Pimco Short Term 2024-03-28 2024-08-06 30980 31000 -20 -20 Pimco Short Term 2024-03-28 2024-08-08 66980 67000 -20 -20 Pimco Short Term 2024-03-28 2024-09-12 41980 42000 -20 -20 Bank of America Corp 2023-12-04 2024-12-05 68190 53806 14384 14384 Bank United 2023-03-06 2024-03-07 200000 200000 0 0 Kroger Co 2023-01-25 2024-03-15 49343 45241 4102 4102 Kroger Co 2023-03-01 2024-03-19 341 260 81 81 MFRS & Traders 2023-01-18 2024-01-19 150000 150000 0 0 Call Chevron 2024-06-21 2024-06-21 460 460 460 Bank of America Corp 2023-09-11 2024-12-09 25 14 11 11 79209 2639 0 2639 0 2639 840 0 0 0 840 0 1799 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A Michael Farris 7316646300 50 Security Dr Jackson TN 38305 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Jim Campbell 50 Security Drive Jackson TN 38305 President/Direcctor 0.00 0 0 0 Chris Carroll 50 Security Drive Jackson TN 38305 Director 0.00 0 0 0 Mike Farris 50 Security Drive Jackson TN 38305 Secretary/Director 0.00 0 0 0 Matt Fite 50 Security Drive Jackson TN 38305 Treasurer/Director 0.00 0 0 0 Jeb Campbell 50 Security Drive Jackson TN 38305 Director 0.00 0 0 0 James Kirkland 50 Security Drive Jackson TN 38305 Director 0.00 0 0 0 NONE 0 NONE 0 0 2100235 493810 0 2594045 0 0 2594045 38911 2555134 127757 127757 2639 2639 125118 0 125118 0 125118 130000 0 130000 125118 1527 0 0 130000 1527 0 0 125118 3355 0 0 3355 0 0 0 0 0 0 0 3355 3355 Mike Farris 50 Security Drive Jackson TN 38305 7316646300 mfarris@hmcompany.com Grant application avaialable from foundation by request. Application must be submitted 30 days prior to board of directors meeting. Only one application per calendar year. Use of funds in accordance with application must be certified. Funds not used by specified deadline must be returned. Friends of Heart PO Box 12393 Jackson TN 38308 None PC Operations 5000 Jackson-Madison County Humane Socie 23 Pinnacle Drive Jackson TN 38305 None PC Operations 1500 Jackson-Madison County Sports Hall of Fame PO Box 10085 Jackson TN 38308 None PC Operations 3000 American Heart Association 4728 Spootswood 214 Memphis TN 38117 None PC Operations 10000 Regional Interfaith Association 133 Airways Blvd Jackson TN 38301 None PC Operations 10000 Scarlet Rope Projecct PO Box 7937 Jackson TN 38301 None PC Operations 10000 The Dream Center 59 Oil Well Rd Jackson TN 38305 None PC Operations 23500 The Jackson Symphony Association 207 E Lafayette Jacckson TN 38301 None PC Operations 23500 Union University 1050 Union University Dr Jackson TN 38305 None PC Capital Campaign 10000 University of Tennessee 554 University St Martin TN 38237 None PC Scholarship Endowment at UTM 8000 University School of Jackson 232 McClellan Rd Jackson TN 38305 None PC Annual fund 20000 Mayo Clinic PO Box 790339 St Louis MO 631790339 None PC General Operations 2500 Young Life 120 North Star Drive Jackson TN 38305 Bibe PC Operations 3000 130000 0 41269 69680 79209 0 0 190158 190158 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 H&M Company Inc 50 Security Drive Jackson TN 38305 1000000 X Cadence Bank 5.5% Ser A NC Pfd 227277 224402 Caterpillar Inc 28311 35560 Devon Energy Corp 31345 22924 Dow Inc 89185 68279 Duke Energy Corp 34472 43096 First Horizon Corp Dep Shs NC F Pfd 91898 107046 Pfizer Inc 172401 148594 Verizon Communications 127656 127995 Call Nvidia Corporation 28820 35560 Chevron Corporation 42943 43452 Eaton Corp 63983 66374 Emerson Electric 42842 49572 International Paper Co 29592 43056 Marvell Technology 58882 99405 Truist Financial Corporation 64709 78084 United Parcel Service 58065 50440 Pimco Short Term Cl A 155512 156307 Energy Transfer Ltd 92096 143007 Exxon Mobil Corp 149599 175124 Devon Energy Corp Puts -1975 Call Caterpillar -620 -18 Call Devon Energy -700 -455 Call Duke Energy -805 -20 Call Exxon Mobil -1705 -20 Call International Paper -1045 -1800 Call Nvidia Corp -2334 -1995 Put Chevron Corp -4015 -3650 Put Dow Inc -1185 -1260 Put Microsoft Corp -2930 -430 Put Nucor Corp -1590 -6300 Excise Tax 1710 0 0