2025-08-20T14:38:09-05:00 2024-12-31 631034180 HORTON LEE BURNETT ET AL PC 3800 COLONNADE PKWY SUITE 500 BIRMINGHAM AL 35243 990PF 2024-01-01 821876196 THE WENDELL AND CELIA ELLIS FAMILY FOUNDATION WEND 2052742084 1665 RENEAU RD ONEONTA AL 35121 WENDELL ELLIS PRESIDENT 2052742084 2025-08-11 1 0 LEE BENSON P01231759 2059679744 2025-08-11 2024 2025-03-06 01:10:19Z X 943043 X 349664 94 94 17017 17017 32994 32994 399769 50105 0 0 0 2575 0 0 7322 7322 0 9897 7322 0 465000 465000 474897 7322 465000 -75128 42783 17289 9021 9021 710872 671443 929666 7818 7818 4356 735979 688282 943043 0 0 X 735979 688282 735979 688282 735979 688282 735979 -75128 27431 688282 0 688282 CHARLES SCHWAB P -2965 -2965 CHARLES SCHWAB P 35959 35959 32994 595 0 595 0 595 705 0 0 0 705 0 110 110 0 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 NA WENDELL ELLIS 2052742084 1665 RENEAU ROAD ONEONTA AL 35121 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HOWARD WENDELL ELLIS 1665 RENEAU RD ONEONTA AL 35121 PRESIDENT/TREASURER 2.00 0 0 0 CELIA C ELLIS 1665 RENEAU RD ONEONTA AL 35121 VICE PRESIDENT/SECRETARY 2.00 0 0 0 AMELIA HUNTER WYRICK 11115 CRESTWATER CIRCLE MAGNOLIA TX 77354 DIRECTOR 2.00 0 0 0 NEIL CARTER ELLIS 1956 CAHABA CREST DRIVE BIRMINGHAM AL 35242 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 1033218 38611 0 1071829 0 0 1071829 16077 1055752 52788 52788 595 595 52193 0 52193 0 52193 465000 0 465000 52193 0 0 298158 156236 153147 289870 161075 1058486 465000 0 0 0 52193 412807 0 0 1471293 0 0 0 0 0 0 298158 1173135 156236 153147 289870 161075 412807 X ONEONTA PUBLIC LIBRARY 221 SECOND STREET SOUTH ONEONTA AL 35121 NONE EXEMPT PUBLIC CHARIT GENERAL CONTRIBUTION 15000 LESTER MEMORIAL UNITED METHODIST CHURCH 108 THIRD AVE EAST ONEONTA AL 35121 NONE EXEMPT PUBLIC CHARIT GENERAL CONTRIBUTION 60000 LESTER MEMORIAL UNITED METHODIST CHURCH 108 THIRD AVE EAST ONEONTA AL 35121 NONE EXEMPT PUBLIC CHARIT GENERAL CONTRIBUTION 60000 AUBURN UNIVERSITY FOUNDATION 317 S COLLEGE STREET AUBURN AL 36849 NONE EXEMPT PUBLIC CHARIT GENERAL CONTRIBUTION 200000 LESTER MEMORIAL UNITED METHODIST CHURCH 108 THIRD AVE EAST ONEONTA AL 35121 NONE EXEMPT PUBLIC CHARIT GENERAL CONTRIBUTION 60000 BLOUNT COUNTY CHILDREN'S CENTER 106 FIRST AVENUE WEST ONEONTA AL 35121 NONE EXEMPT PUBLIC CHARIT GENERAL CONTRIBUTION 10000 LESTER MEMORIAL UNITED METHODIST CHURCH 108 THIRD AVE EAST ONEONTA AL 35121 NONE EXEMPT PUBLIC CHARIT GENERAL CONTRIBUTION 60000 465000 0 14 94 14 17017 18 32994 0 50105 0 50105 0 0 0 0 0 0 0 0 0 0 X X 1 WENDELL ELLIS 1665 RENEAU ROAD ONEONTA AL 35121 50333 X 2 WENDELL ELLIS 1665 RENEAU ROAD ONEONTA AL 35121 49219 X 3 WENDELL ELLIS 1665 RENEAU ROAD ONEONTA AL 35121 250112 X 1 STOCK 50333 2024-01-12 2 STOCK 49219 2024-01-12 3 STOCK 250112 2024-07-12 ACCOUNTING FEES 2575 0 0 EQUITIES 671443 929666 OTHER ASSETS AT COST 7818 4356 CHANGES IN STOCK BASIS 27431 INVESTMENT FEES 7322 7322 0