| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INDIRECT ACCOUNTING FEES | 2,885 | 2,885 |
| Person Name | Explanation |
|---|---|
| CHARLES CAMPBELL | |
| DEBBY CAMPBELL |
| Identifier | Return Reference | Explanation |
|---|---|---|
| GENERAL ELECTIONS | YEAR ENDED: DECEMBER 31, 2012 26-3889103 CHARLES & DEBBY CAMPBELL FAMILY FOUNDATION 26 OKEENA DRIVE JACKSON, TN 38305 TREATMENT OF QUALIFYING DISTRIBUTIONS ELECTION UNDER IRC SECTION 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE NONOPERATING PRIVATE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF: UNDISTRIBUTED INCOME FROM THE TAX YEARS ENDING: TAX YEAR AMOUNT ________ ___________ ________ ___________ ________ ___________ CORPUS /S/ ______________________________ NAME ______________________________ TITLE ______________________________ |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| AT&T INC | 208,838 | 269,680 |
| BP PLC | 231,285 | 166,560 |
| CATERPILLAR INC | 95,584 | 250,904 |
| CONOCO PHILLIPS | 69,744 | 74,865 |
| GOLDMANS SACHS GROUP | 99,054 | 109,610 |
| INTEL CORP | 99,519 | 94,852 |
| JP MORGAN CHASE & CO | 193,720 | 219,845 |
| KIMBERLY CLARK CORP | ||
| MICROSOFT CORP | ||
| NUCOR CORP | 224,405 | 258,960 |
| PROCTER & GAMBLE | 73,722 | 81,468 |
| GOLDMANSACHS GROUP INC 6.2% PFD | 100,557 | 113,175 |
| JPMORGAN CHASE CAP 6.35% TR PFD | 102,107 | 118,816 |
| WELLS FARGO & CO PFD | 100,685 | 132,075 |
| ABBOTT LABS CALLS | ||
| BANK OF AMERICA CORP CALLS | 55,461 | 59,346 |
| BP PLC CALLS | 81,842 | 72,910 |
| CATERPILLAR INC CALLS | 88,714 | 117,444 |
| CISCO SYSTEMS INC CALLS | 42,106 | 47,144 |
| GENERAL MILLS INC CALLS | ||
| INTEL CORP CALLS | 52,949 | 41,160 |
| JP MORGAN CHASE & CO CALLS | 42,004 | 61,382 |
| KIMBERLY CLARK CORP CALLS | ||
| KRAFT FOOD CALLS | ||
| MICROSOFT CORP CALLS | 43,958 | 37,056 |
| NUCOR CORP CALLS | 34,993 | 58,540 |
| PROCTER & GAMBLE CO CALLS | ||
| SPDR S&P 500 ETF CALLS | 93,396 | 119,683 |
| WALGREEN CO CALLS | 55,734 | 74,910 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXCISE TAX | 14,594 |