Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
JOHN & JANE CAMPBELL FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)43 LAURELWOOD COVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSON, TN38305
A Employer identification number

26-3889261
B Telephone number (see instructions)

(731) 668-2799
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,331,453
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 368 368  
4 Dividends and interest from securities... 112,918 112,918  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -11,448
b Gross sales price for all assets on line 6a 1,635,593
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 101,838 113,286  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,950 2,950    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,782      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 84 84    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,816 3,034   0
25 Contributions, gifts, grants paid....... 184,102 184,102
26 Total expenses and disbursements. Add lines 24 and 25 191,918 3,034   184,102
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -90,080
b Net investment income (if negative, enter -0-) 110,252
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 360,614 391,294 391,294
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,904,019 Click to see attachment2,782,487 2,940,159
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,264,633 3,173,781 3,331,453
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment772  
23 Total liabilities (add lines 17 through 22)......... 772 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 3,263,861 3,173,781
30 Total net assets or fund balances (see instructions)..... 3,263,861 3,173,781
31 Total liabilities and net assets/fund balances (see instructions). 3,264,633 3,173,781
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,263,861
2
Enter amount from Part I, line 27a .....................
2
-90,080
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,173,781
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,173,781
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a PUT INTERN ATIONAL 01-17-15 185.00 P 2014-10-06 2015-01-06
b CALL NUCOR CORP COM 01-17-15 57.50 P 2014-09-17 2015-01-20
c CALL DOW CHEM CO EXP 03-20-15 52.5 P 2014-12-24 2015-01-26
d CALL INTERN ATIONAL 02-20-15 170.00 P 2014-12-24 2015-02-23
e CALL CHEVRON CORP NE 03-20-15 115.0 P 2015-01-16 2015-03-23
CALL PFIZER INC COM 06-19-15 33.00 P 2015-01-28 2015-04-23
CALL JP MORGAN CHASE 06-19-15 65.0 P 2015-03-23 2015-06-17
CALL PFIZER INC COM 07-17-15 37.00 P 2015-04-13 2015-07-20
CALL PFIZER INC COM 09-18-15 36.00 P 2015-07-20 2015-08-04
CALL CATERP ILLAR INC 08-21-15 87. P 2015-05-14 2015-08-24
CALL AT&T INC COM 10-16-15 37.00 P 2015-07-20 2015-10-19
MICROSOFT CORP COM P 2013-05-09 2015-11-16
CALL PFIZER INC COM 01-15-16 23.00 P 2014-05-16 2015-11-23
CALL DOW CHEM CO EXP 01-17-15 25.0 P 2013-02-25 2015-01-09
CALL VERIZON COMMUNI 01-17-15 52.5 P 2014-08-08 2015-01-20
CALL PFIZER INC COM 03-20-15 31.00 P 2014-12-19 2015-01-28
CALL INTEL CORP COM 02-20-15 37.00 P 2014-12-19 2015-02-23
CALL JP MORGAN CHASE 03-20-15 65.0 P 2014-12-30 2015-03-23
CALL PFIZER INC COM 01-15-16 23.00 P 2014-05-16 2015-04-23
CALL JP MORGAN CHASE 01-15-16 40.0 P 2014-05-16 2015-06-18
CALL NUCOR CORP COM 07-17-15 55.00 P 2015-02-11 2015-07-20
CALL PFIZER INC COM 09-18-15 36.00 P 2015-04-23 2015-08-04
PUT DOW CHEM CO EXP 09-18-15 46.0 P 2015-07-24 2015-09-02
CALL AT&T INC COM 10-16-15 37.00 P 2015-07-06 2015-10-19
CALL AMERICAN EAGLE 01-15-16 8.00 P 2014-05-01 2015-11-19
CALL DOW CHEM CO EXP 12-18-15 50.0 P 2015-09-18 2015-12-15
CALL CATERP ILLAR INC 01-17-15 60. P 2013-03-06 2015-01-09
CALL CURREN CYSHARES 01-17-15 85.0 P 2013-05-24 2015-01-20
CALL PFIZER INC COM 01-15-16 23.00 P 2014-05-16 2015-01-28
CALL INTEL CORP COM 02-20-15 36.00 P 2014-11-04 2015-02-23
CALL BANK AMER CORP 04-17-15 17.00 P 2015-02-20 2015-03-30
CALL BP PLC SPONS AD 07-17-15 42.0 P 2015-02-04 2015-05-04
CALL CHEVRON CORP NE 06-19-15 115.0 P 2015-03-23 2015-06-22
CALL NUCOR CORP COM 07-17-15 52.50 P 2015-02-05 2015-07-20
CALL PFIZER INC COM 01-15-16 23.00 P 2014-05-16 2015-08-04
CALL CATERP ILLAR INC 11-20-15 80. P 2015-09-14 2015-09-17
CALL CISCO SYSTEMS I 10-16-15 30.0 P 2015-06-22 2015-10-19
CALL NUCOR CORP COM 01-15-16 40.00 P 2014-01-24 2015-11-19
CALL DOW CHEM CO EXP 12-18-15 50.0 P 2015-10-15 2015-12-15
PUT INTERN ATIONAL 01-17-15 160.00 P 2014-11-21 2015-01-14
CALL NUCOR CORP COM 01-17-15 60.00 P 2014-09-17 2015-01-20
CALL BP PLC SPONS AD 03-20-15 40.0 P 2015-01-16 2015-02-04
CALL BANK AMER CORP 02-20-15 18.00 P 2014-11-21 2015-02-23
CALL PFIZER INC COM 04-17-15 33.00 P 2015-01-15 2015-04-13
CALL BP PLC SPONS AD 07-17-15 43.0 P 2015-02-10 2015-05-05
CALL INTEL CORP COM 06-19-15 34.00 P 2015-04-20 2015-06-22
CALL NUCOR CORP COM 07-17-15 50.00 P 2015-04-23 2015-07-20
CALL INTERN ATIONAL 10-16-15 175.00 P 2015-07-15 2015-08-11
CALL CATERP ILLAR INC 11-20-15 80. P 2015-09-14 2015-09-17
PUT NUCOR CORP COM 10-16-15 41.00 P 2015-07-17 2015-10-19
CALL BANK AMER CORP 01-15-16 5.00 P 2014-05-16 2015-11-20
CALL AT&T INC COM 01-15-16 28.00 P 2014-02-12 2015-12-15
CALL INTERN ATIONAL 01-17-15 180.00 P 2014-10-31 2015-01-14
CALL CHEVRON CORP NE 01-17-15 120.0 P 2014-10-28 2015-01-20
CALL BP PLC SPONS AD 04-17-15 40.0 P 2015-01-16 2015-02-04
WAL MART STORES INC COM P 2015-03-10 2015-03-11
CALL PFIZER INC COM 01-15-16 23.00 P 2014-05-16 2015-04-13
CALL CATERP ILLAR INC 05-15-15 85. P 2015-03-23 2015-05-14
CALL CISCO SYSTEMS I 06-19-15 30.0 P 2015-03-23 2015-06-22
CALL BP PLC SPONS AD 07-17-15 45.0 P 2015-04-20 2015-07-20
CALL BP PLC SPONS AD 10-16-15 44.0 P 2015-05-05 2015-08-11
CALL CATERP ILLAR INC 11-20-15 80. P 2015-09-14 2015-09-17
CALL NUCOR CORP COM 10-16-15 52.50 P 2015-04-23 2015-10-19
CALL BANK AMER CORP 01-15-16 5.00 P 2014-08-08 2015-11-20
CALL BP PLC SPONS AD 12-18-15 38.0 P 2015-10-19 2015-12-21
CALL INTERN ATIONAL 01-17-15 180.00 P 2014-10-31 2015-01-14
CALL AMERICAN EAGLE 01-17-15 15.00 P 2014-09-19 2015-01-20
CALL CATERP ILLAR INC 03-20-15 95. P 2015-01-09 2015-02-10
CALL AMERICAN EAGLE 03-20-15 15.00 P 2015-01-16 2015-03-17
CALL INTERN ATIONAL 04-17-15 170.00 P 2015-02-20 2015-04-15
CALL INTEL CORP COM 05-15-15 37.00 P 2015-02-20 2015-05-18
CALL DOW CHEM CO EXP 09-18-15 50.0 P 2015-03-23 2015-06-23
CALL AT&T INC COM 07-17-15 36.00 P 2015-04-24 2015-07-20
CALL BP PLC SPONS AD 10-16-15 44.0 P 2015-05-04 2015-08-11
CALL INTEL CORP COM 09-18-15 30.00 P 2015-07-22 2015-09-21
CALL NUCOR CORP COM 10-16-15 47.00 P 2015-07-22 2015-10-19
JP MORGAN CHASE & CO COM ISINUS4662 P 2015-11-20 2015-11-23
CALL INTERN ATIONAL 12-18-15 160.00 P 2015-10-15 2015-12-21
CALL INTERN ATIONAL 01-17-15 180.00 P 2014-10-31 2015-01-14
CALL CATERP ILLAR INC 01-17-15 110. P 2014-07-16 2015-01-20
CALL BP PLC SPONS AD 03-20-15 40.0 P 2015-01-16 2015-02-10
CALL AMERICAN EAGLE 01-15-16 8.00 P 2014-05-01 2015-03-17
CALL AT&T INC COM 04-17-15 36.00 P 2015-01-16 2015-04-20
CALL MICROS OFT CORP 06-19-15 46.0 P 2015-04-23 2015-05-18
CALL DOW CHEM CO EXP 01-20-17 25.0 P 2014-12-24 2015-06-23
CALL INTEL CORP COM 07-17-15 35.00 P 2015-04-20 2015-07-20
CALL INTERN ATIONAL 01-15-16 150.00 P 2014-10-31 2015-08-11
CALL INTERN ATIONAL 09-18-15 175.00 P 2015-07-15 2015-09-21
CALL BP PLC SPONS AD 11-20-15 35.0 P 2015-09-18 2015-11-02
JP MORGAN CHASE & CO COM ISINUS4662 P 2015-11-20 2015-11-23
CALL CATERP ILLAR INC 12-18-15 75. P 2015-11-23 2015-12-21
CALL INTERN ATIONAL 01-17-15 180.00 P 2014-10-31 2015-01-14
CALL AT&T INC COM 01-17-15 37.00 P 2014-07-21 2015-01-20
CALL CATERP ILLAR INC 02-20-15 115. P 2014-11-21 2015-02-10
CALL INTERN ATIONAL 03-20-15 170.00 P 2015-01-16 2015-03-23
CALL MICROS OFT CORP 04-17-15 49.0 P 2015-01-16 2015-04-20
PUT BP PLC SPONS AD 05-15-15 39.0 P 2015-03-25 2015-05-18
CALL AT&T INC COM 07-17-15 35.00 P 2015-04-20 2015-07-06
CALL INTEL CORP COM 07-17-15 35.00 P 2015-05-20 2015-07-20
CALL INTERN ATIONAL 01-15-16 150.00 P 2014-05-29 2015-08-11
CALL BP PLC SPONS AD 09-18-15 41.0 P 2015-07-22 2015-09-21
CALL BP PLC SPONS AD 11-20-15 34.0 P 2015-09-14 2015-11-02
PUT NUCOR CORP COM 11-20-15 39.00 P 2015-10-19 2015-11-23
CALL CURREN CYSHARES 12-18-15 75.0 P 2015-09-18 2015-12-21
CALL INTERN ATIONAL 01-17-15 180.00 P 2014-10-31 2015-01-14
CALL INTERN ATIONAL 01-17-15 180.00 P 2014-10-31 2015-01-20
CALL CATERP ILLAR INC 02-20-15 115. P 2014-11-21 2015-02-10
CALL INTERN ATIONAL 03-20-15 170.00 P 2015-01-09 2015-03-23
CALL INTEL CORP COM 04-17-15 36.00 P 2015-02-20 2015-04-20
CALL BANK AMER CORP 05-15-15 17.00 P 2015-02-20 2015-05-18
CALL AT&T INC COM 07-17-15 35.00 P 2015-04-24 2015-07-06
CALL VERIZON COMMUNI 07-17-15 52.5 P 2015-04-20 2015-07-20
CALL INTERN ATIONAL 01-15-16 150.00 P 2014-01-15 2015-08-11
CALL MICROS OFT CORP 09-18-15 48.0 P 2015-05-18 2015-09-21
CALL INTEL CORP COM 11-20-15 32.00 P 2015-09-18 2015-11-02
CALL NUCOR CORP COM 11-20-15 45.00 P 2015-10-16 2015-11-23
PUT DOW CHEM CO EXP 12-18-15 44.0 P 2015-09-02 2015-12-21
CALL INTEL CORP COM 01-17-15 36.00 P 2014-10-28 2015-01-15
CALL INTERN ATIONAL 01-17-15 175.00 P 2014-10-31 2015-01-20
CALL CATERP ILLAR INC 02-20-15 115. P 2014-11-21 2015-02-10
CALL CATERP ILLAR INC 03-20-15 95. P 2015-01-16 2015-03-23
CALL VERIZON COMMUNI 04-17-15 50.0 P 2015-01-16 2015-04-20
CALL AMERICAN EAGLE 05-15-15 18.00 P 2015-03-17 2015-05-18
CALL AT&T INC COM 01-15-16 28.00 P 2014-02-12 2015-07-06
CALL DOW CHEM CO EXP 09-18-15 55.0 P 2015-06-23 2015-07-21
PUT BP PLC SPONS AD 08-21-15 39.0 P 2015-05-26 2015-08-18
CALL CURREN CYSHARES 09-18-15 81.0 P 2015-04-23 2015-09-21
CALL BP PLC SPONS AD 01-15-16 42.0 P 2014-08-04 2015-11-03
CALL INTERN ATIONAL 11-20-15 160.00 P 2015-09-18 2015-11-23
CALL INTEL CORP COM 12-18-15 35.00 P 2015-10-16 2015-12-21
CALL PFIZER INC COM 01-17-15 32.00 P 2014-09-19 2015-01-15
CALL BP PLC SPONS AD 01-17-15 45.0 P 2014-10-31 2015-01-20
CALL CATERP ILLAR INC 02-20-15 115. P 2014-11-21 2015-02-10
CALL CATERP ILLAR INC 03-20-15 95. P 2015-01-09 2015-03-23
CALL INTEL CORP COM 04-17-15 37.00 P 2015-01-15 2015-04-20
CALL NUCOR CORP COM 07-17-15 55.00 P 2015-02-11 2015-05-26
CALL INTERN ATIONAL 07-17-15 175.00 P 2015-04-15 2015-07-15
CALL DOW CHEM CO EXP 09-18-15 55.0 P 2015-06-23 2015-07-21
CALL AMERICAN EAGLE 08-21-15 18.00 P 2015-05-20 2015-08-18
CALL DOW CHEM CO EXP 09-18-15 50.0 P 2015-07-31 2015-09-21
CALL BP PLC SPONS AD 01-15-16 40.0 P 2014-09-05 2015-11-03
CALL PFIZER INC COM 11-20-15 37.00 P 2015-08-04 2015-11-23
CALL CISCO SYSTEMS I 12-18-15 30.0 P 2015-10-16 2015-12-21
CALL MICROS OFT CORP 01-17-15 46.0 P 2014-10-17 2015-01-16
CALL INTERN ATIONAL 02-20-15 170.00 P 2014-12-24 2015-01-22
CALL BP PLC SPONS AD 04-17-15 41.0 P 2015-01-16 2015-02-10
CALL CISCO SYSTEMS I 03-20-15 29.0 P 2014-12-30 2015-03-23
PUT INTERN ATIONAL 04-17-15 160.00 P 2015-01-14 2015-04-20
CALL CATERP ILLAR INC 06-19-15 87. P 2015-04-13 2015-05-26
CALL INTERN ATIONAL 07-17-15 175.00 P 2015-03-23 2015-07-15
CALL DOW CHEM CO EXP 09-18-15 55.0 P 2015-06-17 2015-07-21
CALL BANK AMER CORP 08-21-15 17.00 P 2015-05-20 2015-08-18
CALL CHEVRON CORP NE 09-18-15 115.0 P 2015-03-23 2015-09-21
CALL BP PLC SPONS AD 01-15-16 35.0 P 2015-11-02 2015-11-03
CALL CATERP ILLAR INC 11-20-15 80. P 2015-09-14 2015-11-23
CALL AT&T INC COM 12-18-15 35.00 P 2015-10-16 2015-12-21
CALL AT&T INC COM 01-17-15 36.00 P 2014-10-17 2015-01-20
CALL INTERN ATIONAL 02-20-15 170.00 P 2014-12-24 2015-01-22
CALL NUCOR CORP COM 04-17-15 50.00 P 2015-01-16 2015-02-17
CALL DOW CHEM CO EXP 03-20-15 49.0 P 2015-01-09 2015-03-23
CALL NUCOR CORP COM 04-17-15 50.00 P 2015-01-16 2015-04-20
CALL CATERP ILLAR INC 06-19-15 87. P 2015-04-13 2015-05-26
PUT NUCOR CORP COM 07-17-15 43.00 P 2015-03-25 2015-07-17
CALL DOW CHEM CO EXP 09-18-15 55.0 P 2015-06-17 2015-07-21
CALL AMERICAN EAGLE 01-15-16 8.00 P 2014-05-01 2015-08-18
CALL CHEVRON CORP NE 09-18-15 105.0 P 2015-06-22 2015-09-21
CALL CATERP ILLAR INC 11-20-15 80. P 2015-09-14 2015-11-11
CALL AMERICAN EAGLE 11-20-15 19.00 P 2015-08-18 2015-11-23
CALL DOW CHEM CO COM 02-19-16 52.5 P 2015-12-15 2015-12-29
CALL BP PLC SPONS AD 01-17-15 46.0 P 2014-10-17 2015-01-20
CALL DOW CHEM CO EXP 03-20-15 52.5 P 2014-12-24 2015-01-22
CALL NUCOR CORP COM 04-17-15 50.00 P 2015-01-16 2015-02-17
CALL DOW CHEM CO EXP 03-20-15 48.0 P 2015-01-26 2015-03-23
CALL BP PLC SPONS AD 04-17-15 43.0 P 2015-01-26 2015-04-20
CALL DOW CHEM CO EXP 01-20-17 25.0 P 2014-12-24 2015-06-17
CALL BANK AMER CORP 07-17-15 17.00 P 2015-04-13 2015-07-17
CALL DOW CHEM CO EXP 09-18-15 55.0 P 2015-06-17 2015-07-21
CALL BANK AMER CORP 01-15-16 5.00 P 2014-08-08 2015-08-18
CALL JP MORGAN CHASE 09-18-15 70.0 P 2015-06-17 2015-09-21
CALL CHEVRON CORP NE 12-18-15 85.0 P 2015-09-18 2015-11-13
CALL BANK AMER CORP 11-20-15 19.00 P 2015-08-18 2015-11-23
CALL BP PLC SPONS AD 01-17-15 44.0 P 2014-11-21 2015-01-20
CALL DOW CHEM CO EXP 03-20-15 52.5 P 2014-12-24 2015-01-22
CALL NUCOR CORP COM 04-17-15 50.00 P 2015-01-16 2015-02-17
CALL CHEVRON CORP NE 03-20-15 120.0 P 2014-11-07 2015-03-23
CALL BP PLC SPONS AD 04-17-15 43.0 P 2014-12-24 2015-04-20
CALL DOW CHEM CO EXP 06-19-15 49.0 P 2015-03-23 2015-06-17
CALL BANK AMER CORP 01-15-16 5.00 P 2014-08-08 2015-07-17
CALL DOW CHEM CO EXP 09-18-15 55.0 P 2015-06-23 2015-07-31
PUT AMERICAN EAGLE 08-21-15 14.00 P 2015-05-20 2015-08-24
CALL INTEL CORP COM 10-16-15 34.00 P 2015-06-22 2015-10-19
CALL CHEVRON CORP NE 01-15-16 85.0 P 2014-10-16 2015-11-13
CALL BANK AMER CORP 11-20-15 19.00 P 2015-07-17 2015-11-23
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 924   5,822 -4,898
b 12,811     12,811
c 399   102 297
d 9,806     9,806
e 704     704
2,867   8,027 -5,160
2,412   13,635 -11,223
897     897
751   1,752 -1,001
16,928     16,928
1,180     1,180
47,931   27,415 20,516
33,259   26,609 6,650
9,573   3,827 5,746
1,365     1,365
6,771   5,856 915
6,012     6,012
4,276     4,276
11,837   6,652 5,185
27,797   13,963 13,834
498     498
2,022   1,752 270
1,284   4,722 -3,438
2,585     2,585
35,918   20,112 15,806
1,547   5,532 -3,985
13,648   15,666 -2,018
    48,272 -48,272
7,955   5,987 1,968
3,682     3,682
1,955   355 1,600
10,518   15,158 -4,640
654     654
3,436     3,436
12,871   6,652 6,219
76   107 -31
2,786     2,786
7,524   29,874 -22,350
4,477   7,113 -2,636
2,442   3,821 -1,379
6,971     6,971
1,595   5,175 -3,580
4,030     4,030
3,252   9,591 -6,339
5,399   5,967 -568
1,197     1,197
2,563     2,563
30,425   3,517 26,908
4,115   5,780 -1,665
2,754     2,754
75,625   58,498 17,127
40,300   37,678 2,622
95   8 87
1,881     1,881
2,908   7,414 -4,506
305,119   280,298 24,821
22,518   12,639 9,879
4,504   16,020 -11,516
2,153     2,153
3,860     3,860
5,936   241 5,695
610   858 -248
1,733     1,733
50,417   41,430 8,987
252     252
95   8 87
8,194     8,194
297   69 228
4,701   20,731 -16,030
7,952   432 7,520
1,287     1,287
1,390   4,143 -2,753
2,128     2,128
10,651   406 10,245
1,257     1,257
1,149     1,149
67,425   53,963 13,462
8,127     8,127
95   8 87
9,630     9,630
281   1,035 -754
35,032   16,089 18,943
3,963     3,963
242   2,070 -1,828
28,197   21,502 6,695
2,306     2,306
33,271   67,917 -34,646
1,587     1,587
715   3,748 -3,033
134,850   112,042 22,808
3,670     3,670
47   4 43
3,668     3,668
183   9 174
5,456     5,456
777     777
1,645     1,645
1,562   4,063 -2,501
1,287     1,287
27,222   99,983 -72,761
609     609
4,089   19,221 -15,132
1,197     1,197
517     517
189   18 171
899     899
183   9 174
2,175     2,175
2,801     2,801
2,865     2,865
2,646   3,503 -857
597     597
33,271   137,417 -104,146
1,822     1,822
597   6,732 -6,135
2,352     2,352
5,060     5,060
1,354   2,733 -1,379
3,008     3,008
183   9 174
951     951
957     957
1,735     1,735
28,226   20,454 7,772
429   156 273
1,071   5,818 -4,747
605     605
1,043   48,105 -47,062
480     480
927     927
1,712   2,160 -448
1,420     1,420
275   15 260
2,373     2,373
4,192     4,192
1,162   255 907
8,919   360 8,559
107   39 68
2,540   6,485 -3,945
2,658     2,658
1,606   26,068 -24,462
2,876     2,876
1,121     1,121
772   246 526
1,886   90 1,796
1,897   5,725 -3,828
3,011     3,011
7,664     7,664
836   1,522 -686
15,848   529 15,319
359   117 242
2,954   5,325 -2,371
1,695     1,695
11,846   21,198 -9,352
1,905     1,905
1,465     1,465
2,804     2,804
189   12 177
428   1,189 -761
895     895
973     973
93   172 -79
1,498   376 1,122
120   39 81
10,162   4,022 6,140
772     772
1,295   139 1,156
4,911     4,911
15,346   21,076 -5,730
1,347     1,347
319   104 215
350   975 -625
300     300
877     877
14,058   10,751 3,307
1,535   7,845 -6,310
717   236 481
18,746   15,536 3,210
4,281     4,281
2,087   10,284 -8,197
1,316     1,316
1,783     1,783
279   93 186
311   865 -554
3,464     3,464
1,846     1,846
1,469   6,876 -5,407
32,127   25,893 6,234
1,072   175 897
1,316     1,316
2,247     2,247
11,688   53,955 -42,267
1,706     1,706
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       -4,898
b       12,811
c       297
d       9,806
e       704
      -5,160
      -11,223
      897
      -1,001
      16,928
      1,180
      20,516
      6,650
      5,746
      1,365
      915
      6,012
      4,276
      5,185
      13,834
      498
      270
      -3,438
      2,585
      15,806
      -3,985
      -2,018
      -48,272
      1,968
      3,682
      1,600
      -4,640
      654
      3,436
      6,219
      -31
      2,786
      -22,350
      -2,636
      -1,379
      6,971
      -3,580
      4,030
      -6,339
      -568
      1,197
      2,563
      26,908
      -1,665
      2,754
      17,127
      2,622
      87
      1,881
      -4,506
      24,821
      9,879
      -11,516
      2,153
      3,860
      5,695
      -248
      1,733
      8,987
      252
      87
      8,194
      228
      -16,030
      7,520
      1,287
      -2,753
      2,128
      10,245
      1,257
      1,149
      13,462
      8,127
      87
      9,630
      -754
      18,943
      3,963
      -1,828
      6,695
      2,306
      -34,646
      1,587
      -3,033
      22,808
      3,670
      43
      3,668
      174
      5,456
      777
      1,645
      -2,501
      1,287
      -72,761
      609
      -15,132
      1,197
      517
      171
      899
      174
      2,175
      2,801
      2,865
      -857
      597
      -104,146
      1,822
      -6,135
      2,352
      5,060
      -1,379
      3,008
      174
      951
      957
      1,735
      7,772
      273
      -4,747
      605
      -47,062
      480
      927
      -448
      1,420
      260
      2,373
      4,192
      907
      8,559
      68
      -3,945
      2,658
      -24,462
      2,876
      1,121
      526
      1,796
      -3,828
      3,011
      7,664
      -686
      15,319
      242
      -2,371
      1,695
      -9,352
      1,905
      1,465
      2,804
      177
      -761
      895
      973
      -79
      1,122
      81
      6,140
      772
      1,156
      4,911
      -5,730
      1,347
      215
      -625
      300
      877
      3,307
      -6,310
      481
      3,210
      4,281
      -8,197
      1,316
      1,783
      186
      -554
      3,464
      1,846
      -5,407
      6,234
      897
      1,316
      2,247
      -42,267
      1,706
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -11,448
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 237,261
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014      
2013      
2012      
2011      
2010      
2
Total of line 1, column (d) .....................
2  
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
 
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4.............
8
 
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,205
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,205
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,205
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 6,416
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,416
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,211
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet4,211 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOHN CAMPBELL Telephone no.bullet (731) 423-4900

    Located atbullet43 LAURELWOOD COVEJACKSONTN ZIP+4bullet38305
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN CAMPBELL PRES-DIRECTO
    1.00
    0 0 0
    43 LAURELWOOD COVE
    JACKSON,TN38305
    JANE CAMPBELL SEC-DIRECTOR
    1.00
    0 0 0
    43 LAURELWOOD COVE
    JACKSON,TN38305
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,196,573
    b
    Average of monthly cash balances.......................
    1b
    362,085
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,558,658
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,558,658
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    53,380
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,505,278
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    175,264
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    175,264
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    2,205
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,205
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    173,059
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    173,059
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    173,059
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    184,102
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    184,102
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    184,102
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 173,059
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 184,102
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 184,102
    a Applied to 2014, but not more than line 2a 184,102
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2015 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    173,059
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JOHN CAMPBELL
    43 LAURELWOOD COVE
    JACKSON,TN38305
    (731) 668-2799
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT APPLICATION PRESCRIBED IN BYLAWS INCLUDING HISTORY OF ORGANIZATION, NATURE OF THE REQUEST AND THE PROPOSED USE OF THE FUNDS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    MADISON COUNTY FIRE DEPT
    142 LOWER BROWNSVILLE RD
    JACKSON,TN38301
    NA GOV GENERAL FUND 2,000
    BIRTH CHOICE
    391 WALLACE RD
    JACKSON,TN38301
    NA PC BANQUET SPONSOR 5,000
    YOUTHTOWN
    3641 YOUTH TOWN RD
    PINSON,TN38366
    NA PC GENERAL FUND 3,250
    HOPE & HEALING HELLENGLADE
    30 HILLENGLADE DRIVE
    NASHVILLE,TN37207
    NA PC GENERAL FUND 10,000
    MADISON COUNTY FIRE DEPT
    142 LOWER BROWNSVILLE RD
    JACKSON,TN38301
    NA PC GENERAL FUND 800
    WEST TN HEALTH CARE FOUNDATION
    620 SKYLINE DRIVE
    JACKSON,TN38301
    NA PC JOHN SIMPSON CHARITABLE FUND 2,500
    ENGLEWOOD BAPTIST CHURCH
    2239 N HIGHLAND
    JACKSON,TN38301
    NA PC GENERAL FUND 2,500
    RIFA
    133 AIRWAYS BLVD
    JACKSON,TN38301
    NA PC GENERAL FUND 2,200
    HENDERSONVILLE CHRISTIAN ACADEMY
    355 OLD SHACKLE RD
    HENDERSONVILLE,TN37075
    NA PC GENERAL FUND 10,000
    FELLOWSHIP OF CHRISTIAN ATHELETES
    11 MURRAY GUARD DRIVE
    JACKSON,TN38305
    NA PC GENERAL FUND 5,000
    TRINITY CHRISTIAN ACADEMY
    10 WINDY CITY RD
    JACKSON,TN38305
    NA PC GENERAL FUND 17,000
    SERMON ON THE MOUNT
    RTE 4 BOX 650
    ANADARKO,OK73005
    NA PC GENERAL FUND 13,000
    GRACE CHRISTIAN ACADEMY
    3279 SOUTHALL RD
    FRANKLIN,TN37064
    NA PC GENERAL FUND 10,000
    BIRTH CHOICE
    391 WALLACE RD
    JACKSON,TN38301
    NA PC GENERAL FUND 10,000
    THE CARE CENTER
    351 NORTH LIBERTY ST
    JACKSON,TN38301
    NA PC GENERAL FUND 7,000
    DOWNTOWN DOG RESCUE
    PO BOX 3043
    JACKSON,TN38303
    NA PC GENERAL FUND 1,000
    WEST TN HEALTH CARE FOUNDATION
    620 SKYLINE DRIVE
    JACKSON,TN38301
    NA PC SAM BOMAR MEMORIAL SCHOLARSHIP 2,000
    FELLOWSHIP BIBLE CHURCH
    141 PLEASANT PLAINS
    JACKSON,TN38305
    NA PC GROWING A LEGACY FUND 80,852
    Total .................................bullet 3a 184,102
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
            368
    4 Dividends and interest from securities....         112,918
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
            -11,448
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     101,838
    13Total. Add line 12, columns (b), (d), and (e)..................
    13101,838
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    JOHN & JANE CAMPBELL FAMILY
     
    FOUNDATION
    EIN:
    26-3889261
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,950 2,950    

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    JOHN & JANE CAMPBELL FAMILY
     
    FOUNDATION
    EIN:
    26-3889261
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT&T INC 206,228 271,839
    BP PLC 261,354 206,316
    CATERPILLAR INC 137,838 217,472
    CISCO SYSTEMS INC CALLS 99,680 122,198
    DOW CHEMICAL CO 32,655 51,480
    INTEL CORP 107,713 189,475
    INTERNATIONAL BUSINESS MACHINES CORP 139,120 123,858
    MICROSOFT CORP    
    NUCOR CORP 274,770 310,310
    BB&T CORPDEP SHS PFD SER G 100,253 128,775
    BANK AMERICA CROP 6.2040% PFD 200,945 214,389
    BANK NEW YOIR MELLON CORP PFD SER C 100,163 129,100
    GOLDMANSACHS GROUP INC 6.2% PFD 201,501 226,373
    JP MORGAN CHASE & CO PFD SER P 121,035 118,628
    WELLS FARGO & CO PFD SER J 100,685 126,360
    AMERICAN EAGLE OUTFITTERS CALLS    
    AT&T INC CALLS 40,370 38,290
    BANK OF AMERICA CORP CALLS    
    BP PLC CALLS 37,289 16,029
    CATERPILLAR INC CALLS 24,844 12,827
    CHEVRON CORP CALLS    
    CISCO SYSTEMS INC CALLS    
    CURRENCYSHARES CALLS    
    DOW CHEMICAL CO CALLS 111,721 166,804
    IBM CALLS 313,618 119,135
    INTEL CORP CALLS 39,519 52,020
    JP MORGAN CHASE & CO CALLS    
    NUCOR CORP CALLS    
    PRFIZER INC CALLS    
    VERIZON COMM CALLS 29,344 25,512
    WAL MART STORES CALLS    
    CURRENCYSHARES AUSTRALIAN DLR TR 101,842 72,969

    TY 2015 OtherExpensesSchedule
    Name:
    JOHN & JANE CAMPBELL FAMILY
     
    FOUNDATION
    EIN:
    26-3889261
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK FEES 84 84    


    TY 2015 OtherLiabilitiesSchedule
    Name:
    JOHN & JANE CAMPBELL FAMILY
     
    FOUNDATION
    EIN:
    26-3889261
    Description Beginning of Year - Book Value End of Year - Book Value
    OBLIGATION UNDER STOCK SHORT SALE 772  


    TY 2015 TaxesSchedule
    Name:
    JOHN & JANE CAMPBELL FAMILY
     
    FOUNDATION
    EIN:
    26-3889261
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 4,782