2025-11-14T12:53:57-06:00 2024-12-31 934967814 ATA Advisory LLC 227 Oil Well Road Jackson TN 38305 990PF 2024-01-01 263889103 Charles & Debby Campbell Family Foundation CHAR 7316688934 26 Okeena Drive Jackson TN 38305 Charles Campbell President 7316688934 2025-11-12 1 0 Mike Hewitt P00083268 7314278571 2025-11-12 2024 2025-03-06 01:10:19Z X 11033533 X 384677 18849 18849 273083 273083 247600 1928780 247600 924209 539532 0 0 0 3490 3490 0 17213 0 0 20703 3490 0 410410 410410 431113 3490 410410 493096 536042 628090 327038 327038 6444663 7319736 10706885 -23363 -2950 -390 7049390 7643824 11033533 0 0 X 7049390 7643824 7049390 7643824 7049390 7643824 7049390 493096 101338 7643824 0 7643824 Caterpillar Calls 2024-01-17 1931-10-28 6808 6808 6808 Caterpillar Calls 2004-03-22 2024-03-21 35844 -35844 -35844 Caterpillar Calls 2024-05-01 2017-10-16 15883 15883 15883 Caterpillar Calls 2024-11-15 2024-11-15 7212 7212 7212 Ford Motor Company Calls 2024-06-21 2024-06-21 2152 2152 2152 Nucor Corp Calls 2024-02-14 2024-02-14 6750 6750 6750 Nucor Corp Calls 2024-05-01 2024-04-30 10623 10623 10623 Bremer Bank NA 2024-11-18 2024-08-09 250000 250000 0 0 Cadence Bank 2024-11-14 2024-11-14 49173 49426 -253 -253 Caterpillar Inc 2024-09-19 2024-03-22 129343 127596 1747 1747 Caterpillar Inc 2024-11-13 2024-03-22 50096 89995 -39899 -39899 City NB FL 2024-08-12 2024-05-03 250000 250000 0 0 JP Morgan Chase & Co 2024-11-13 2024-11-13 48317 67368 -19051 -19051 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 171306 26806 144500 144500 Caterpillar Inc 2024-03-21 72288 44108 28180 28180 Caterpillar Inc 2024-03-28 2016-04-20 108715 21048 87667 87667 Ford Motor Company 1994-09-19 2016-02-01 42227 41139 1088 1088 Intel Corp 2024-12-03 79719 81497 -1778 -1778 Intel Corp 2024-12-10 59553 39662 19891 19891 Unilever PLC 2024-08-14 2021-02-05 54313 50021 4292 4292 Veralto Corp 2024-07-29 2022-01-18 6912 6670 242 242 Capital Gains Dividends P 7390 7390 7390 247600 7451 0 7451 0 7451 11656 0 0 0 11656 0 4205 4205 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A Charles Campbell 7316688934 26 OKeena Drive Jackson TN 38305 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Charles Campbell 26 OKeena Drive Jackson TN 38305 Pres-Director 3.00 0 0 0 Debby Campbell 26 OKenna Drive Jackson TN 38305 Sec-Director 1.00 0 0 0 NONE 0 NONE 0 0 10341348 319995 0 10661343 0 0 10661343 159920 10501423 525071 525071 7451 7451 517620 0 517620 0 517620 410410 0 410410 517620 406208 0 0 410410 406208 0 0 4202 0 0 0 0 0 0 0 0 513418 0 0 0 Charles Campbell Debby Campbell Charles Campbell 26 OKeena Drive Jackson TN 38305 7316688934 ccampbell@williams-steel-co.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 20 E Airport Rd Lebanon OR 97355 NA PC General Fund and Matching Gifts 67410 Birth Choice 391 Wallace Rd Jackson TN 38305 NA PC General Fund 10000 Dream Center of Jackson PO Box 3621 Jackson TN 38303 NA PC Capital Campaign 200000 Fellowship Bible Church 141 Pleasant Plains Rd Jackson TN 38305 NA PC General Fund 35000 Fellowship of Christian Athletes 11 Murray Guard Drive Jackson TN 38305 NA PC Org # 10754100 25000 First Baptist Church 1627 N Highland Jackson TN 38301 NA PC Brazil mission trip 3000 Mission of Hope Hatai P O Box 170500 Austin TX 78717 NA PC General Fund and Workmans 50000 Samaritan's Purse 801 Bamboo Road Boone NC 28607 PC General Fund 10000 Scarlet Rope Project PO Box 7937 Jackson TN 38302 PC General Fund 10000 410410 0 18849 273083 247600 0 0 539532 539532 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 Charles and Debby Campbell 26 Okeena Drive Jackson TN 38305 384677 X 1 300 shares of Caterpillar Inc 107433 2024-03-22 1 350 shares of Caterpillar Inc 129087 2024-09-20 1 1,300 shares of Cadence Bank Inc 49426 2024-11-13 1 130 shares of Caterpillar Inc 50357 2024-11-13 1 200 shares of JP Morgan Chase Inc 48374 2024-11-13 Accounting fees 3490 3490 0 Advanced Micro Devices Inc 424722 362370 Amazon.com Inc. 298725 405872 Apple Inc 126365 225378 AT&T Inc 155808 177606 BP PLC 232351 180316 Broadcom Inc 99750 1159200 Cadence Bank 5.5% Pfd 111833 113220 Caterpillar Inc 236244 798072 Chevron Corp 426605 514906 Cisco Systems Inc 185150 307840 Danaher Corp 51035 45910 Devon Energy Corp 51768 31094 Dow Inc 391605 368514 Duke Enegry Corp 24823 26935 Dupont De Nemours Inc 127236 216016 First Horizon Corp Pfd 4.7% 78666 89200 Ford Motor Co 36299 29700 Gilead Sciences Inc. 150534 221688 International Business Machines 161978 244011 International Paper Co 327801 433251 JP Morgan Chase 487174 1090681 Key Corp Pfd 33584 31980 Micron Technologies Inc 69293 75744 Microsoft Corp 457919 611175 Nucor Corp 677811 840312 Nvidia Corp 122729 349154 Pfizer Inc 198452 185710 Pinnacle Financial Partners Pfd 33463 32711 Qualcomm Inc 75256 75274 Royal Dutch Shell 301592 297588 Truist Finl Corp 26649 21690 Verizon Communications 728305 611847 Fidelity Advisor New Insights Fund 94481 98244 SPDR S&P 500 ETF 261256 366300 T Rowe Price ETF Inc Blue Chip Growth 52474 67376 Open Option Contracts -23363 -2950 -390 Correction of errors in basis of investments 101338 Federal excise tax 17213 0 0