Civic Intelligence

Claude L Nelson Charitable

EIN 63-1082768 • Vestavia Hills, AL

3328 Southbend CircleVestavia Hills, AL 35216
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.06x

Higher debt load relative to revenue than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

19th percentile

-35%

Higher net margin than 19% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

47th percentile

-3.6%

Faster asset growth than 47% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

7.4%

Faster revenue growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$160,047

Down $5,892 (-3.6%) from 2023

Liabilities

Flat

$999

Flat from 2023

Net Assets

Down

$159,048

Down $5,892 (-3.6%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin19th percentile

Revenue

Up

$16,893

Up $1,164 (+7.4%) from 2023

Expenses

Down

$22,785

Down $5,399 (-19%) from 2023

Net Income

Up

-$5,892

Up $6,563 (+53%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $37,127Liabilities 2010: $0Net Assets 2010: $37,1272010Assets 2011: $80,054Liabilities 2011: $0Net Assets 2011: $80,0542011Assets 2012: $86,572Liabilities 2012: $0Net Assets 2012: $86,5722012Assets 2013: $92,182Liabilities 2013: $1Net Assets 2013: $92,1822013Assets 2014: $99,707Liabilities 2014: $1Net Assets 2014: $99,7072014Assets 2015: $110,945Liabilities 2015: $1Net Assets 2015: $110,9452015Assets 2016: $127,314Liabilities 2016: $0Net Assets 2016: $127,3142016Assets 2018: $217,883Liabilities 2018: $999Net Assets 2018: $216,8842018Assets 2019: $210,769Liabilities 2019: $999Net Assets 2019: $209,7702019Assets 2020: $190,508Liabilities 2020: $999Net Assets 2020: $189,5092020Assets 2021: $186,321Liabilities 2021: $999Net Assets 2021: $185,3222021Assets 2022: $178,394Liabilities 2022: $999Net Assets 2022: $177,3952022Assets 2023: $165,939Liabilities 2023: $999Net Assets 2023: $164,9402023Assets 2024: $160,047Liabilities 2024: $999Net Assets 2024: $159,0482024

Highlighted filing

2024

Assets$160,047
Liabilities$999
Net Assets$159,048
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KExpenses 2010: $1512010Expenses 2011: $3102011Expenses 2012: $6852012Revenue 2013: $6,399Expenses 2013: $789Net Income 2013: $5,6102013Revenue 2014: $13,906Expenses 2014: $6,381Net Income 2014: $7,5252014Revenue 2015: $18,702Expenses 2015: $7,464Net Income 2015: $11,2382015Revenue 2016: $23,729Expenses 2016: $7,360Net Income 2016: $16,3692016Revenue 2018: $6,685Expenses 2018: $12,710Net Income 2018: -$6,0252018Revenue 2019: $22,001Expenses 2019: $29,115Net Income 2019: -$7,1142019Revenue 2020: $6,176Expenses 2020: $26,437Net Income 2020: -$20,2612020Revenue 2021: $24,508Expenses 2021: $28,695Net Income 2021: -$4,1872021Revenue 2022: $10,557Expenses 2022: $18,484Net Income 2022: -$7,9272022Revenue 2023: $15,729Expenses 2023: $28,184Net Income 2023: -$12,4552023Revenue 2024: $16,893Expenses 2024: $22,785Net Income 2024: -$5,8922024

Highlighted filing

2024

Revenue$16,893
Expenses$22,785
Net Income-$5,892
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$160,047
Liabilities
$999
Net assets
$159,048
Revenue
$16,893
Expenses
$22,785
Net income
-$5,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.01$1.59$0.17$0.23$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.01$1.65$0.16$0.28$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.01$1.77$0.11$0.18$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.86$0.01$1.85$0.25$0.29$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.91$0.01$1.90$0.06$0.26$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.11$0.01$2.10$0.22$0.29$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.18$0.01$2.17$0.07$0.13$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.24$0.07$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.19$0.07$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.14$0.06$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.06$0.01$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 1, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNA M AGEEVice PresPT$12,000-$12,000
LESA NELSON AGEEPres-Director-$0--
WILLIAM HENRY AGEESec-Director-$0--
NELSON AGEEDirector-$0--
CLAY S AGEETreas-Director-$0--
Filing and Contact Details

Filer

Filer Name
Claude L Nelson Charitable
EIN
63-1082768
Phone
9319621060
Address
3328 SOUTHBEND CIRCLE, VESTAVIA HILLS, AL 35216

Signing Officer

Name
Lesa Nelson Agee
Title
Pres-Director
Phone
9319621060
Signed
2025-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Lyons & Morgan Pc
Address
675 MCSPADDEN CIRCLE, CENTRE, AL 35960
Preparer
Wallace E Lyons
Phone
2564909817
Raw XML Appendix334 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0100
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt054461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt191917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt062449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt196773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EXCHANGE TRADED FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SIMON PPTY GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt05615
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06261
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt017
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt011893
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt011893
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06261
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05615
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05615
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5892
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt073861
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt017
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt017
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06261
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010761
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01028
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01028
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0918
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0918
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0135
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0104
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0239
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt021653
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt022785
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011893
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt016893
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt013153
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01132
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt058000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt063397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SCHWAB LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SCHWAB SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06261
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0864
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5892
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0159048
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0164940
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0159048
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08472
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08472
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08472
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08622
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0150
IRS990PF/DistributableAmountGrp/TotalTaxAmt0150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0150
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0150
IRS990PF/FMVAssetsEOYAmt0159222
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0999
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0999
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0154295
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0146378
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0159222
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0744
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0164940
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0159048
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt011644
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012925
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0160047
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0159222
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0999
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0999
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0165939
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0160047
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05195
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0169869
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02626
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08622
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0172438
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0175064
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LESA NELSON AGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM HENRY AGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NELSON AGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CLAY S AGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ANNA M AGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES-DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC-DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREAS-DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0700 12TH AVE S UNIT 1212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1700 12TH AVE S UNIT 1212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22837 CROSS BRIDGE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt310 SCHWAEMMLE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt410 SCHWAEMMLE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NASHVILLE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MOBILE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4AL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4366082878
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt021653
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09316075213
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR PEOPLE WITH DISABILITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPLIES & TOYS FOR NEEDY CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2MEDICAL RESEARCH & PATIENT SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ASSISTANCE FOR FOSTER CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ARC OF CALHOUN CLEBURNE COUNTIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CIRCLE OF LOVE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2LUKEMIA LYMPHOMA SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ST ANDREWS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4RANDOLPH COUNTY AL DHR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5INTESTITIAL CYSTITIS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020 W 14TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115 SOUTHLAKE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23 INTERNATIONAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3290 QUINTARD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4865 HILLCREST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51660 INTERNATIONAL DR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANNISTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RYE BROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SEWANEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WEDOWEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MCCLEAN
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016703
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016703
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt071762
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013181
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07841
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016602
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015478
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021653
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013181
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt088465
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt075284
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WILLIAM HENRY AND LESA AGEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0700 12TH AVE S UNIT 1212
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NASHVILLE
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0372033432
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01028
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MONEY MANAGER FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01028
TaxesSchedule/TaxesDetail/Amt0135
TaxesSchedule/TaxesDetail/Amt1104
TaxesSchedule/TaxesDetail/CategoryTxt0990PF
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0135
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0104
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LESA NELSON AGEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES-DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09319621060
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAUDE L NELSON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CLAU
ReturnHeader/Filer/EIN0631082768
ReturnHeader/Filer/PhoneNum09319621060
ReturnHeader/Filer/USAddress/AddressLine1Txt03328 SOUTHBEND CIRCLE
ReturnHeader/Filer/USAddress/CityNm0VESTAVIA HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035216
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631143683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYONS & MORGAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0675 MCSPADDEN CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CENTRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035960
ReturnHeader/PreparerPersonGrp/PhoneNum02564909817
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALLACE E LYONS
ReturnHeader/ReturnTs02025-05-06T17:49:29-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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