2024-11-14T11:32:13-05:00 2023-12-31 630942462 MASON & COMPANY PC POBOX 387 SELMA AL 36702 990PF 2023-01-01 630738970 MARY E W EDWARDS CHARITABLE TRUST MARY 2055350815 2609 CARDINAL CIRCLE VESTAVIA AL 35243 KATHERINE G ROBERTSON TRUSTEE 2055350815 2024-11-04 true false JOHN WESTON MASON II P02011788 3348746621 2024-11-04 2023 2024-10-15 13:58:12Z X X 1485532 X X 770 245 770 46252 46182 46252 5255 145453 10175 9403 9403 61680 56602 56425 1000 750 250 477 180 297 11444 11444 12921 0 930 11991 72000 72000 84921 0 930 83991 -23241 56602 55495 15000 23613 23613 115666 79221 79221 1139876 1145818 1348505 35000 33649 34193 1305542 1282301 1485532 0 X 1305542 1282301 1305542 1282301 1305542 1282301 1305542 -23241 1282301 1282301 10175 787 787 787 X 43 830 false false false false false false false true true true false false false false true N/A KATHERINE G ROBERTSON 2055350815 2069 LAKEWOOD DRIVE VESTAVIA HILLS AL 35216 false false false false false false false false false false false false false false false false false false false false KATHERINE G ROBERTSON 2069 LAKEWOOD DRIVE VESTAVIA HILLS AL 35216 TRUSTEE 000.00 0 0 0 CECIL M YARBROUGH 360 SHELL TOOMER PARKWAY AUBURN AL 36830 TRUSTEE 000.00 0 0 0 JAMES BURT ODOM JR DALLAS COUNTY SARDIS AL 36775 TRUSTEE 000.00 0 0 0 NONE NONE N/A 1382698 118778 0 1501476 1501476 22522 1478954 73948 73948 787 787 73161 73161 73161 83991 83991 73161 18232 83991 18232 65759 7402 X KATHERINE ROBERTSON 2069 LAKEWOOD DRIVE VESTAVIA HILLS AL 35216 2055350815 KATHERINE.G.ROBERTSON@GMAIL.COM DECEMBER 31ST AUBURN UNIVERSITY AUBURN UNIVERSITY AUBURN AL 36849 UNIVERSITY SCHOLARSHIP 49000 UNIVERSITY OF MARY HARDIN - BAYLOR 900 COLLEGE STREET BELTON TX 76513 UNIVERSITY SCHOLARSHIP 3000 SELMA-DALLAS CO PUBLIC LIBRARY 1103 SELMA AVENUE SELMA AL 36701 LIBRARY CONTRIBUTION 10000 BENTON BAPTIST CHURCH 188 CALHOUN STREET BENTON AL 36785 CHURCH CONTRIBUTION 1500 ALABAMA TEEN CHALLENGE 3888 COUNTY RD 261 JONES AL 36749 ORGANIZATION CONTRIBUTION 1000 FISHERS OF MEN INTERNATIONAL P O BOX 387 SELMA AL 36702 ORGANIZATION CONTRIBUTION 500 UA SCHOOL OF LIBRARY SCIENCE UNIVERSITY OF ALABAMA TUSCALOOSA AL 35487 UNIVERSITY SCHOLARSHIP 3500 SHILOH BAPTIST CHURCH 5441 AL HWY 41 SARDIS AL 36775 CHURCH CONTRIBUTION 3000 GRAND CANYON UNIVERSITY 3300 W CAMELBACK ROAD PHOENIX AZ 85017 UNIVERSITY SCHOLARSHIP 500 72000 TOWER RENT 1 9403 770 46252 5255 9403 52277 61680 false false false false false false false false false false MASON & COMPANY 250 250 TOWER RENT 750 750 RAYMOND JAMES PURCHASE 14995 15545 -550 RAYMOND JAMES PURCHASE 59037 61726 -2689 RAYMOND JAMES PURCHASE 1869 2922 -1053 RAYMOND JAMES PURCHASE 24377 25005 -628 RAYMOND JAMES PURCHASE 35000 35000 WELLS FARGO/RAYMOND JAMES 33649 34193 RAYMOND JAMES 1145818 1348505 EXPENSES ADVISORY FEES 11444 11444 TOWER RENT 9403 9403 FOREIGN TAX PAID ON DIVIDENDS 297 297 TOWER RENT 180 180