2024-11-07T10:30:07-06:00 2023-12-31 593096580 BAKER HYATT HOMRICH & ZOKVIC PA 2203 EAST MICHIGAN STREET ORLANDO FL 328064944 990PF 2023-01-01 461524225 WELLS CHARITABLE FOUNDATION INC WELL 4078963386 5151 DORWIN PLACE ORLANDO FL 32814 TIMOTHY R WELLS TRUSTEE 4078963386 2024-11-01 1 0 CRAIG H ZOKVIC CPA P00779777 4074255200 2023 2024-10-15 13:58:12Z X 2593353 X 113331 11030 11030 39903 39903 -44498 460262 0 119766 50933 0 0 0 3025 2269 756 880 280 0 10489 10158 0 14394 12707 756 116000 116000 130394 12707 116756 -10628 38226 361667 129941 129941 1806980 2027978 2463412 2168647 2157919 2593353 245 145 245 145 X 0 0 0 0 2168402 2157774 2168402 2157774 2168647 2157919 2168402 -10628 0 2157774 0 2157774 SALE OF SECURITIES - TD AMERITRADE ACCT P 391385 425756 -34371 -34371 SALE OF SECURITIES - SCHWAB ACCT P 792 792 0 0 SALE OF SECURITIES - SCHWAB ACCT P 67794 78212 -10418 -10418 CASH LIQUIDATION - TD AMERITRADE ACCT P 291 291 291 -44498 531 0 531 0 531 562 0 550 0 1112 0 581 581 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 1 N/A TIMOTHY R WELLS 4078963386 5151 DORWIN PLACE ORLANDO FL 32814 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TIMOTHY R WELLS 5151 DORWIN PLACE ORLANDO FL 32814 PRESIDENT, DIRECTOR 5.00 0 0 0 CHERYLL J WELLS 5151 DORWIN PLACE ORLANDO FL 32814 SEC/TREAS, DIRECTOR 5.00 0 0 0 ROBERT WELLS 2639 HOPE LANE W PALM BEACH GARDENS FL 33410 DIRECTOR 0.50 0 0 0 AMANDA VILLAGOMEZ 5189 FENWOOD LANE ORLANDO FL 32814 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 2335461 116715 0 2452176 0 0 2452176 36783 2415393 120770 120770 531 531 120239 0 120239 0 120239 116756 0 116756 120239 0 0 9223 5335 7227 1471 9601 32857 116756 0 0 0 116756 0 3483 3483 29374 0 0 0 0 0 0 5740 23634 5335 7227 1471 9601 TIMOTHY R WELLS CHERYLL J WELLS X A GIFT FOR TEACHING 6501 MAGIC WAY BLDG 400C ORLANDO FL 32809 NONE PC GENERAL CHARITABLE PURPOSES 1000 BUILDING FOR THE ARTS NY INC- MUSIC AND THE BRAIN 412 WEST 42ND STREET 5TH FLOOR NEW YORK NY 10036 NONE PC GENERAL CHARITABLE PURPOSES 2000 BUILDING HOMES FOR HEROES 4584 AUSTIN BLVD ISLAND PARK NY 11558 NONE PC GENERAL CHARITABLE PURPOSES 2000 CANNONBALL KIDS' CANCER FOUNDATION INC PO BOX 547797 ORLANDO FL 32854 NONE PC GENERAL CHARITABLE PURPOSES 1000 CATHOLIC RELIEF SERVICES 228 WEST LEXINGTON STREET BALTIMORE MD 21201 NONE PC GENERAL CHARITABLE PURPOSES 2000 CENTRAL UNION MISSION 65 MASSACHUSETTS AVE NW WASHINGTON DC 20001 NONE PC GENERAL CHARITABLE PURPOSES 1500 CHRISTIAN SERVICE CENTER 808 W CENTRAL BLVD ORLANDO FL 32805 NONE PC GENERAL CHARITABLE PURPOSES 1000 CHRISTIAN SHARING CENTER INC 600 N HWY 17-92 / STE 130 LONGWOOD FL 32750 NONE PC GENERAL CHARITABLE PURPOSES 3000 DISABLED AMERICAN VETERANS PO BOX 14301 CINCINNATI OH 45250 NONE PC GENERAL CHARITABLE PURPOSES 1000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE PC GENERAL CHARITABLE PURPOSES 3000 FEEDING AMERICA 161 N CLARK STREET SUITE 700 CHICAGO IL 60601 NONE PC GENERAL CHARITABLE PURPOSES 2000 FELLOWSHIP OF CHRISTIAN ATHLETES (FCA) 8701 LEEDS ROAD KANSAS CITY MO 64129 NONE PC GENERAL CHARITABLE PURPOSES 1000 GRACE MEDICAL HOME 1417 E CONCORD STREET ORLANDO FL 32803 NONE PC GENERAL CHARITABLE PURPOSES 4000 GUIDE DOG FOUNDATION FOR THE BLIND INC 371 E JERICHO TURNPIKE SMITHTOWN NY 11787 NONE PC GENERAL CHARITABLE PURPOSES 3000 HARBOR HOUSE OF CENTRAL FLORIDA PO BOX 680748 ORLANDO FL 32868 NONE PC GENERAL CHARITABLE PURPOSES 6000 HUMBOLT AREA FOUNDATION 363 INDIANOLA RD BAYSIDE CA 95524 NONE PC GENERAL CHARITABLE PURPOSES 2000 INNOCENT LIVES FOUNDATION 3956 TOWN CENTER BLVD 171 ORLANDO FL 32868 NONR PC GENERAL CHARITABLE PURPOSES 2000 INUA PARTNERS CO FUMCWP 124 N INTERLACHEN AVE WINTER PARK FL 32789 NONE PC GENERAL CHARITABLE PURPOSES 2000 MATTHEW 25 MINISTRIES 11060 KENWOOD ROAD CINCINNATI OH 45242 NONE PC GENERAL CHARITABLE PURPOSES 2000 MOUNTAIN SEED FOUNDATION 14737 PICKETS POST RD CENTRVILLE VA 20121 NONE PC GENERAL CHARITABLE PURPOSES 2000 MUSIC MISSION KIEV 286 WILSHIRE BLVD CASSELBERRY FL 327075362 NONE PC GENERAL CHARITABLE PURPOSES 4000 MUSIC4LIFE 422 FIRST AVENUE WEST NO 101 SEATTLE WA 98119 NONE PC GENERAL CHARITABLE PURPOSES 1000 NATIONAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET 11TH FLOOR NEW YORK NY 10011 NONE PC GENERAL CHARITABLE PURPOSES 2000 NORTH PALM YOUTH SYMPHONY 4260 APPLECREST DR NORTH PALM BEACH FL 33410 NONE PC GENERAL CHARITABLE PURPOSES 1000 OPPORTUNITY MUSIC PROJECT 4 WEST 43RD STREET NEW YORK NY 10036 NONE PC GENERAL CHARITABLE PURPOSES 3000 ORLANDO UNION RESCUE MISSION INC 1521 W WASHINGTON ST ORLANDO FL 32805 NONE PC GENERAL CHARITABLE PURPOSES 2000 PAVING THE WAY FOUNDATION 12301 LAKE UNDERHILL RD STE 213 ORLANDO FL 32828 NONE PC GENERAL CHARITABLE PURPOSES 2000 PLACE OF HOPE INC 9078 ISAIAH LANE PALM BEACH GARDENS FL 33418 NONE PC GENERAL CHARITABLE PURPOSES 5000 POLARIS PROJECT PO BOX 65323 WASHINGTON DC 20035 NONE PC GENERAL CHARITABLE PURPOSES 8000 PORT ROYAL SOUND FOUNDATION 310 OKATIE HIGHWAY OKATIE SC 299093915 NONE PC GENERAL CHARITABLE PURPOSES 1000 RAZOM INC FOR UKRAINE 140 SECOND AVE SUITE 305 NEW YORK NY 10003 NONE PC GENERAL CHARITABLE PURPOSES 1000 REVIVED SOLDIERS UKRAINE 426 RAEHN STREET ORLANDO FL 32806 NONE PC GENERAL CHARITABLE PURPOSES 2500 ROEVER FOUNDATION PO BOX 136130 FORT WORTH TX 76136 NONE PC GENERAL CHARITABLE PURPOSES 2000 SALVATION ARMY PO BOX 5180 HARLAN IA 51593 NONE PC GENERAL CHARITABLE PURPOSES 3000 SCOTT CHRISTIAN YOUTH CENTER PO BOX 6727 MILWAUKEE WI 53206 NONE PC GENERAL CHARITABLE PURPOSES 3000 SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA 411 MERCY DRIVE ORLANDO FL 32805 NONE PC GENERAL CHARITABLE PURPOSES 2000 SOME INC 71 O STREET NW WASHINGTON DC 20001 NONE PC GENERAL CHARITABLE PURPOSES 1500 SPORTXCHANGE PO BOX 710 WEST PALM BEACH FL 33402 NONE PC GENERAL CHARITABLE PURPOSES 1000 THE LIFEBOAT PROJECT PO BOX 1083 APOPKA FL 32704 NONE PC GENERAL CHARITABLE PURPOSES 2000 THE MUSTARD SEED OF CENTRAL FLORIDA 12 MUSTARD SEED LANE ORLANDO FL 32810 NONE PC GENERAL CHARITABLE PURPOSES 2000 UKRAINIAN NATIONAL WOMEN'S LEAGUE OF AMERICA 203 SECOND AVENUE NEW YORK NY 10003 NONE PC GENERAL CHARITABLE PURPOSES 4000 URBAN YOUTH IMPACT PO BOX 222592 WEST PALM BEACH FL 33407 NONE PC GENERAL CHARITABLE PURPOSES 5000 USA FOR UNHCR (UKRAINE) 1310 L STREET NW WASHINGTON DC 200054383 NONE PC GENERAL CHARITABLE PURPOSES 1000 UW PARKSIDE PO BOX 2000 KENOSHA WI 531412000 NONE PC GENERAL CHARITABLE PURPOSES 5000 VFW 406 W 34TH STREET KANSAS CITY MO 64111 NONE PC GENERAL CHARITABLE PURPOSES 1000 WASHINGTON NATIONAL CATHEDRAL 3101 WISCONSIN AVE NW WASHINGTON DC 20016 NONE PC GENERAL CHARITABLE PURPOSES 2000 WATER MISSION 1050 MOLLY GREENE WAY BLDG 1605 CHARLOTTE NC 29405 NONE PC GENERAL CHARITABLE PURPOSES 2500 WETA 3939 CAMPBELL AVENUE ARLINGTON VA 22206 NONE PC GENERAL CHARITABLE PURPOSES 1000 Z MINISTRIES INC (Z883) 1065 RAINER DRIVE ALTAMONTE SPRINGS FL 32714 NONE PC GENERAL CHARITABLE PURPOSES 2000 116000 0 14 11030 14 39903 18 -44498 0 6435 0 6435 0 0 0 0 0 0 0 0 0 0 X X 1 TIMOTHY & CHERYLL WELLS 5151 DORWIN PLACE ORLANDO FL 32814 100035 X 2 JAMES GREG BACH 7544 EXCITEMENT DR REUNION FL 34747 10001 X ACCOUNTING FEES 3025 2269 756 PUBLICLY TRADED SECURITIES - CHARLES SCHWAB AT COST 2027978 2463412 LICENSES 61 0 0 INVESTMENT MANAGEMENT FEES 10158 10158 0 OFFICE EXPENSES 110 0 0 BANK SERVICE FEES 160 0 0 EXPENSE REIMBURSEMENT 245 145 TIMOTHY R CHERYLL J WELLS 5151 DORWIN PLACE ORLANDO FL 32814 EXCISE TAX 600 0 0 FOREIGN TAX PAID 280 280 0