2025-11-14T08:49:53-06:00 2024-12-31 934967814 ATA Advisory LLC 227 Oil Well Road Jackson TN 38305 990PF 2024-01-01 921124183 Farris Family Foundation FARR 7312174513 100 Greendale Dr Jackson TN 38305 Michael Farris President 7312174513 2025-11-13 1 0 Mike Hewitt P00083268 7314278571 2025-11-13 2024 2025-03-06 01:10:19Z X 1110562 X 300000 14094 14094 32026 32026 43738 403601 43738 389858 89858 0 0 0 455 0 0 455 0 0 49800 49800 50255 0 49800 339603 89858 124351 143372 143372 150000 150004 150000 414432 744574 827195 -2340 -11904 -10005 686443 1026046 1110562 0 0 X 686443 1026046 686443 1026046 686443 1026046 686443 339603 0 1026046 0 1026046 Call Chevron Corp 2024-06-21 2024-06-21 478 478 478 Call Chevron Corp 2024-09-20 2024-09-20 565 565 565 Call Duke Energy 2024-10-16 2024-10-17 1906 -1906 -1906 Call International Paper 2024-09-20 2024-09-20 965 965 965 Call Nvidia Corp 2024-12-17 2024-12-17 29839 8248 21591 21591 Call Nvidia Corp 2024-05-17 2024-05-17 955 955 955 Call Nvidia Corp 2024-07-10 2024-07-11 15773 -15773 -15773 CAll Nvidia Corp 2024-10-18 2024-10-18 12202 12202 12202 Call Nvidia Corp 2024-12-17 2024-12-18 2634 2634 2634 Call Nvidia Corp 2024-12-20 2024-12-20 6188 6188 6188 Call Pioneer National Resources 2024-03-15 2024-03-18 80 80 80 Call Verizon Communications 2024-12-20 2024-12-20 166 166 166 Call Exxon Mobil Corp 2024-10-18 2024-10-18 931 931 931 Call Pioneer 2024-06-21 2024-06-21 585 585 585 Put Allstate Corp 2024-07-19 2024-07-19 785 785 785 Put Chevron Corp 2024-05-17 2024-05-17 553 553 553 Put Devon Energy Corp 2024-01-19 2024-01-19 1985 1985 1985 Put Emerson Electric Co 2024-12-20 2024-12-20 1525 1525 1525 Put Barrick Gold Corp 2024-06-21 2024-06-21 511 511 511 Put Microsoft Corp 2024-10-18 2024-10-18 1665 1665 1665 Put Nividia Corp 2024-05-17 2024-05-17 3878 3878 3878 Put Pfizer Inc 2024-04-19 2024-04-19 1936 1936 1936 Put Schlumberger 2024-10-04 2024-10-04 826 826 826 Put Target 2024-01-19 2024-01-19 355 355 355 JPM Chase Bank 2024-02-05 2014-11-12 150000 150000 0 0 Bank American Corp 2023-01-18 2024-05-17 33992 33934 58 58 Exxon Mobil Corp 2023-04-04 2024-05-07 2 2 0 0 Mfrs & Traders 2023-07-27 2024-01-31 150000 150000 0 0 43738 1249 0 1249 0 1249 240 0 0 0 240 0 1009 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A Michael A Farris 7312174513 100 Greendale 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 Michael A Farris 100 Greendale Dr Jackson TN 38305 President/Director 0.00 0 0 0 Jessia F Salonus 48 Darlington Cv Jackson TN 38305 Secretary/Director 0.00 0 0 0 Matthew A Farris 1180 Mintmere Dr Collierville TN 38017 Treasurer/Director 0.00 0 0 0 Lisa T Farris 100 Greendale Dr Jackson TN 38305 Director 0.00 0 0 0 NONE 0 NONE 0 0 899964 133862 0 1033826 0 0 1033826 15507 1018319 50916 50916 1249 1249 49667 0 49667 0 49667 49800 0 49800 49667 0 0 1881 1881 49800 0 0 0 49667 133 0 0 2014 0 0 0 0 0 0 0 2014 1881 133 Michael A Farris Lisa T Farris Michael Farris 100 Greendale Dr Jackson TN 38305 7312174513 mfarris@hmcompany.com Forms available from Foundation offices. No particular deadline but a 30 day notice before a board meeting is required. One application per calendar year. Certification and report of the use of funds in accordance with tersm of the grant request required. The Peyton Project Iinc PO Box 22293 Knoxville TN 37933 None PC Operations 3000 The Dream Center 59 Oil Well Rd Jackson TN 38305 None PC Capital Campaign 16400 The Jackson Symphony 207 E Lafayette St Jackson TN 38301 None PC Operations 25300 University School of Jackson 232 McClellan Rd Jackson TN 38305 None PC Operations 5000 United Way of West Tennessee 470 North Parkway Jackson TN 38305 None PC Unrestricted 100 49800 0 14094 32026 43738 0 0 89858 89858 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 Michael A Farris 100 Greendale Dr Jackson TN 38305 300000 X Bank of America Corp 220 338 Cadence Bank 5.5 Series A NC Pfd 103774 102016 Chevron Corp 44929 45357 Devon Energy Corp 32355 23723 Duke Energy Corp 45778 56612 Eaton Corp 64191 66540 Energy Transfer Ltd 55573 84710 Exxon Mobil Corp 67905 76895 First Horizon Corp 20436 40280 First Horizon Corp NC F Pfd 69652 89200 International Paper Company 38887 56044 Nvidia Corp Calls 40970 44240 Pfizer Inc 106119 79602 Truist Financial Corp 38428 45642 Verizon Communications 15357 15996 Chevron Corp Puts -1240 -1095 Devon Energy Corp Puts -1985 Dow Inc Puts -1265 -1260 Duke Energy Calls -1015 -25 Exxon Mobil Corp Calls -979 -12 International Paper Co Calls -1335 -2250 Lam Research Corp Puts -2044 -2440 Nvidia Corp Calls -3111 -2793 Target Corp Puts -355 Truist Financial Corp Calls -915 -130 Excise tax 455 0 0