2026-07-29T16:37:06-04:00 2025-12-31 631134001 THE KBA GROUP PC 720 EXECUTIVE PARK DR MOBILE AL 366062800 990PF 2025-01-01 631212621 THE RICHARD D WELLS FOUNDATION RICH 0251476031 3224 EXECUTIVE PARK CIRCLE MOBILE AL 36606 PAUL KALIFEH VP 2026-04-30 true PAUL KALIFEH P01379847 2514760314 2026-07-29 2025 2025-03-06 01:10:19Z X 383194 X X 19 19 10222 10222 6460 138916 3283 16701 13524 800 3773 4573 0 0 47500 47500 52073 0 47500 -35372 13524 14071 18217 18217 378460 335861 364977 392531 354078 383194 0 X 392531 354078 392531 354078 392531 354078 392531 -35372 357159 3081 354078 3283 188 188 188 139 139 49 false false false false false false true true AL true false false false false true N/A PAUL KALIFEH 2515105554 1506 CAPTAIN ONEAL DR DAPHNE AL 36526 false false false false false false false false false false false false false false false false false false false false PAUL KALIFEH 1506 CAPTAIN ONEAL DR DAPHNE AL 36526 VP 000.00 0 0 0 NONE NONE N/A 31932 1500 0 33432 33432 501 32931 1647 1647 188 188 1459 1459 1459 47500 47500 1459 47500 1459 46041 46041 0 46041 46041 X ARCHANGEL RADIO MAIN ST FAIRHOPE AL 36532 POF FUND RAISER 1500 CHRIST THE KING BOOSTER 711 COLLEGE AVE DAPHNE AL 36526 POF FUND RAISER 4500 CTK VOCATION MINISTRY 711 COLLEGE AVE DAPHNE AL 36526 POF FUND RAISER 1500 ST MICHAEL SCHOOL 11732 ST MICHAEL WAY DAPHNE AL 36526 POF FUND RAISER 40000 47500 19 10222 6460 16701 16701 false false false false false false false false false false TAX PREPARATION 800 FEDERATED HERMES 2024-10 PURCHASE 2025-02 FEDERALTED HERMES 17423 17443 -20 HARTFORD 2025-02 PURCHASE 2025-11 2830 2832 -2 JANUS HENDERSON 2024-10 PURCHASE 2025-02 7358 7605 -247 MFS NEW DISCOVERY 2024-10 PURCHASE 2025-02 4241 4394 -153 NUANCE MIDCAP 2024-10 PURCHASE 2025-02 45254 46748 -1494 ISHARES 2024-10 PURCHASE 2025-11 503 493 10 JANUS HENDERSON 2024-10 PURCHASE 2025-11 2969 3011 -42 MFS NEW DISCOVERY 2024-10 PURCHASE 2025-11 6175 6702 -527 SALES FORCE 2024-05 PURCHASE 2025-08 48880 43228 5652 STOCKS 43228 BONDS 209273 172475 189871 ETPS 125959 163386 175106 CAPITAL GAIN DISTRIBUTION. 3081 EXPENSES INV FEES-856 3521 INV FEES 384 252