2024-05-08T15:34:16-04:00 2023-12-31 631143683 LYONS & MORGAN PC 105 MAE STREET CENTRE AL 35960 990PF 2023-01-01 631082768 CLAUDE L NELSON CHARITABLE FOUNDATION CLAU 9319621060 3328 SOUTHBEND CIRCLE VESTAVIA HILLS AL 35216 LESA NELSON AGEE PRES-DIR 9319621060 2024-04-10 LESA N AGEE XXX-XX-XXXX false WALLACE E LYONS P01373687 2564909817 2024-05-08 2023 2023-04-26 12:10:37Z X 174956 X 5000 27 27 5219 5219 5483 96455 5483 15729 10729 12000 12000 918 918 100 100 1036 1036 130 130 14184 1036 13148 14000 14000 28184 1036 27148 -12455 9693 11922 11644 11644 165112 154295 163312 1360 178394 165939 174956 999 999 999 999 X 177395 164940 177395 164940 178394 165939 177395 -12455 164940 164940 SCHWAB SHORT TERM P 2023-01-15 2023-07-15 58038 55679 2359 2359 SCHWAB LONG TERM P 2022-01-15 2023-07-15 38417 35293 3124 3124 5483 2359 135 135 135 135 false false false false false false true true AL true false false false false true N/A LESA NELSON AGEE 9316075213 700 12TH AVE S UNIT 1212 NASHVILLE TN 372033432 false false false false false false false false false false false false false false false false false false false false LESA NELSON AGEE 700 12TH AVE S UNIT 1212 NASHVILLE TN 372033432 PRES-DIR 1.00 0 0 0 WILLIAM HENRY AGEE 700 12TH AVE S UNIT 1212 NASHVILLE TN 372033432 SEC-DIR 1.00 0 0 0 NELSON AGEE 2837 CROSS BRIDGE DRIVE VESTAVIA HILLS AL 352167103 DIRECTOR 1.00 0 0 0 CLAY S AGEE 10 SCHWAEMMLE DRIVE MOBILE AL 366082878 TREAS-DIR 1.00 0 0 0 ANNA M AGEE 10 SCHWAEMMLE DRIVE MOBILE AL 366082878 VICE PRES 10.00 12000 0 0 NONE NONE N/A 169236 5858 0 175094 175094 2626 172468 8623 8623 135 135 8488 8488 8488 27148 27148 8488 16703 15478 16602 7841 56624 27148 8488 18660 75284 0 75284 16703 15478 16602 7841 18660 X ARC OF CALHOUN CLEBURNE COUNTIES 20 W 14TH ST ANNISTON AL 36201 SUPPORT FOR PEOPLE WITH DISABILITIES 1000 CIRCLE OF LOVE FOUNDATION 15 SOUTHLAKE LANE SUITE 200 HOOVER AL 35244 SUPPLIES & TOYS FOR NEEDY CHILDREN 1000 UNICEF 125 MAIDEN LANE NEW YORK NY 10038 SUPPORT FOR WORLD'S KIDS 250 FEEDING AMERICA 161 N CLARK ST CHICAGO IL 60601 FOOD FOR THE HUNGRY 1000 FOOD FOR THE POOR 6401 LYONS RD COCONUT CREEK FL 33073 FOOD FOR THE POOR 1000 LUKEMIA LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 MEDICAL RESEARCH & PATIENT SUPPORT 1000 SMILE TRAIN 633 THIRD AVENUE 9TH FLOOR NEW YORK NY 10017 CLEFT CARE FOR BABIES 250 ST ANDREWS SCHOOL 290 QUINTARD ROAD SEWANEE TN 37375 EDUCATION SUPPORT 500 RANDOLPH COUNTY AL DHR 865 HILLCREST AVE WEDOWEE AL 36278 ASSISTANCE FOR FOSTER CHILDREN 8000 14000 14 27 14 5219 14 5483 10729 10729 false false false false false false false false false false X X 1 WILLIAM HENRY AND LESA AGEE 700 12TH AVE S UNIT 1212 NASHVILLE TN 372033432 5000 X INDIRECT ACCOUNTING FEES 100 100 EQUITIES 58484 60523 EXCHANGE TRADED FUNDS 95811 102789 SIMON PPTY GROUP AT COST MONEY MANAGER FEE 1036 1036 990PF 130 130