2025-11-05T09:33:25-05:00 2024-12-31 630942462 MASON & COMPANY PC POBOX 387 SELMA AL 36702 990PF 2024-01-01 630738970 MARY E W EDWARDS CHARITABLE TRUST MARY 2055350815 2609 CARDINAL CIRCLE VESTAVIA AL 35243 KATHERINE G ROBERTSON TRUSTEE 2055350815 2025-10-20 true false JOHN WESTON MASON II P02011788 3348746621 2025-10-20 2024 2025-03-06 01:10:19Z X 1577224 X X 1108 1108 1108 50899 50899 50899 137023 766638 16578 9403 9403 198433 68585 61410 2000 1750 250 575 250 325 12339 12339 14914 0 2000 12914 73990 73990 88904 0 2000 86904 109529 68585 59410 23613 25835 25835 79221 85116 85116 1145818 1247230 1431592 33649 33649 34681 1282301 1391830 1577224 0 X 1282301 1391830 1282301 1391830 1282301 1391830 1282301 109529 1391830 1391830 16578 953 953 953 X 45 998 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 1466273 118347 0 1584620 1584620 23769 1560851 78043 78043 953 953 77090 77090 77090 86904 86904 77090 7402 86904 7402 77090 2412 2412 0 2412 2412 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 38990 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 3000 ALABAMA TEEN CHALLENGE 3888 COUNTY RD 261 JONES AL 36749 ORGANIZATION CONTRIBUTION 2000 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 2000 SHILOH BAPTIST CHURCH 5441 AL HWY 41 SARDIS AL 36775 CHURCH CONTRIBUTION 8500 GRAND CANYON UNIVERSITY 3300 W CAMELBACK ROAD PHOENIX AZ 85017 UNIVERSITY SCHOLARSHIP 500 WESTMINSTER SCHOOL AT OAK MTN 5080 CAHABA VALLEY TRACE BIRMINGHAM AL 35242 SCHOOL CONTRIBUTION 2500 FOOD BANK OF EAST ALABAMA 355 INDUSTRY DRIVE AUBURN AL 36832 CHARITABLE CONTRIBUTION 2500 VOCAL P O BOX 4449 MONTGOMERY AL 36103 CHARITABLE CONTRIBUTION 500 73990 TOWER RENT 1 9403 1108 50899 137023 9403 189030 198433 false false false false false false false false false false MASON & COMPANY 250 250 TOWER RENT 1750 1750 RAYMOND JAMES 762 PURCHASE 16354 16283 71 RAYMOND JAMES 762 PURCHASE 14795 11533 3262 RAYMOND JAMES 674 PURCHASE 2409 2847 -438 RAYMOND JAMES 595 PURCHASE 157755 151004 6751 RAYMOND JAMES 595 PURCHASE 513112 429729 83383 RAYMOND JAMES 595 PURCHASE 45635 18219 27416 WELLS FARGO/RAYMOND JAMES 33649 34681 RAYMOND JAMES 1247230 1431592 EXPENSES ADVISORY FEES 12339 12339 TOWER RENT 9403 9403 FOREIGN TAX PAID ON DIVIDENDS 325 325 TOWER RENT 250 250