2025-11-10T14:34:09-06:00 2024-12-31 593096580 BAKER HYATT HOMRICH & ZOKVIC PA 2203 EAST MICHIGAN STREET ORLANDO FL 328064944 990PF 2024-01-01 461524225 WELLS CHARITABLE FOUNDATION INC WELL 4078963386 5151 DORWIN PLACE ORLANDO FL 32814 TIMOTHY R WELLS TRUSTEE 4078963386 2025-10-20 1 0 CRAIG H ZOKVIC CPA P00779777 4074255200 2024 2025-03-06 01:10:19Z X 2913942 X 154500 28984 28984 52485 52485 4680 324029 4680 240649 86149 0 0 0 3950 2962 988 550 0 0 11513 11305 0 16013 14267 988 119000 119000 135013 14267 119988 105636 71882 129941 160735 160735 2027978 2102820 2753207 2157919 2263555 2913942 145 145 145 145 X 0 0 0 0 2157774 2263410 2157774 2263410 2157919 2263555 2157774 105636 0 2263410 0 2263410 SALE OF SECURITIES - SCHWAB ACCOUNT P 29 27 2 2 SALE OF SECURITIES - SCHWAB ACCOUNT P 120000 120000 0 0 SALE OF SECURITIES - SCHWAB ACCOUNT P 204000 199322 4678 4678 4680 999 0 999 0 999 581 0 1500 0 2081 0 1082 1082 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 4078947878 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 1006 TEMPLE GROVE WINTER PARK FL 32789 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 2646101 127312 0 2773413 0 0 2773413 41601 2731812 136591 136591 999 999 135592 0 135592 0 135592 119988 0 119988 135592 0 0 5335 7227 1471 9601 23634 119988 0 0 0 119988 0 15604 15604 8030 0 0 0 0 0 0 0 8030 8030 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 ACTIVATE GOOD 1053 E WHITAKER MILL RD STE 115 RALEIGH NC 27604 NONE PC GENERAL CHARITABLE PURPOSES 1000 BELOVED ASHEVILLE PO BOX 6386 ASHEVILLE NC 28816 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 1000 BUILDING HOMES FOR HEROES 4584 AUSTIN BLVD ISLAND PARK NY 11558 NONE PC GENERAL CHARITABLE PURPOSES 1000 CANNONBALL KIDS' CANCER FOUNDATION INC 1555 HOWELL BRANCH RD SUITE C202 WINTER PARK FL 32789 NONE PC GENERAL CHARITABLE PURPOSES 1000 CATHOLIC RELIEF SERVICES 228 WEST LEXINGTON STREET BALTIMORE MD 21201 NONE PC GENERAL CHARITABLE PURPOSES 3000 CENTRAL UNION MISSION PO BOX 96796 WASHINGTON DC 200906763 NONE PC GENERAL CHARITABLE PURPOSES 1500 CHRISTIAN SERVICE CENTER 808 W CENTRAL BLVD ORLANDO FL 32805 NONE PC GENERAL CHARITABLE PURPOSES 2500 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 500 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 1000 FELLOWSHIP OF CHRISTIAN ATHLETES (FCA) 8701 LEEDS ROAD KANSAS CITY MO 64129 NONE PC GENERAL CHARITABLE PURPOSES 1000 FOUNDATION FOR INTERNATIONAL COMMUNITY ASSISTANCE 1201 15TH STREET NW 8TH FLOOR WASHINGTON DC 200054383 NONE PC GENERAL CHARITABLE PURPOSES 1000 GRACE MEDICAL HOME 1417 E CONCORD STREET ORLANDO FL 32803 NONE PC GENERAL CHARITABLE PURPOSES 4000 GROUND FORCE HUMANITARIAN AID 4400-A 342 AMBASSADOR CAFFERY PKWY LAFAYETTE LA 70508 NONE PC GENERAL CHARITABLE PURPOSES 1000 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 1000 INUA PARTNERS CO FUMCWP 124 N INTERLACHEN AVE WINTER PARK FL 32789 NONE PC GENERAL CHARITABLE PURPOSES 2000 MATTHEW 25 MINISTRIES 11060 KENWOOD ROAD BLUE ASH OH 45242 NONE PC GENERAL CHARITABLE PURPOSES 2000 MOUNTAIN SEED FOUNDATION 14737 PICKETS POST RD CENTRVILLE VA 20121 NONE PC GENERAL CHARITABLE PURPOSES 1000 MUSIC MISSION KIEV 286 WILSHIRE BLVD CASSELBERRY FL 327075362 NONE PC GENERAL CHARITABLE PURPOSES 5000 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 4000 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 1500 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 GIFT PROCESSING CENTER PO BOX 392710 PITTSBURG PA 15251 NONE PC GENERAL CHARITABLE PURPOSES 7000 PORT ROYAL SOUND FOUNDATION 310 OKATIE HIGHWAY OKATIE SC 299093915 NONE PC GENERAL CHARITABLE PURPOSES 500 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 2500 SALVATION ARMY PO BOX 5180 HARLAN IA 51593 NONE PC GENERAL CHARITABLE PURPOSES 1500 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC GENERAL CHARITABLE PURPOSES 500 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 2000 SPORTXCHANGE PO BOX 710 WEST PALM BEACH FL 33402 NONE PC GENERAL CHARITABLE PURPOSES 1000 THE JASON PROJECT INC 13245 ATLANTIC BLVD STE 4-144 JACKSONVILLE FL 32225 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 2500 URBAN YOUTH IMPACT PO BOX 222592 WEST PALM BEACH FL 33407 NONE PC GENERAL CHARITABLE PURPOSES 6000 USA FOR UNHCR (UKRAINE) 1310 L STREET NW S-450 WASHINGTON DC 200054383 NONE PC GENERAL CHARITABLE PURPOSES 1500 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 500 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 1500 Z MINISTRIES INC (Z883) 1065 RAINER DRIVE ALTAMONTE SPRINGS FL 32714 NONE PC GENERAL CHARITABLE PURPOSES 2000 119000 0 14 28984 14 52485 18 4680 0 86149 0 86149 0 0 0 0 0 0 0 0 0 0 X X 1 TIMOTHY AND CHERYLL WELLS 5151 DORWIN PLACE ORLANDO FL 32814 150000 X 2 ROBERT AND KARA WELLS 2639 HOPE LANE W PALM BEACH GARDENS FL 33410 2000 X ACCOUNTING FEES 3950 2962 988 PUBLICLY TRADED SECURITIES - CHARLES SCHWAB AT COST 2102820 2753207 LICENSES 70 0 0 INVESTMENT MANAGEMENT FEES 11305 11305 0 OFFICE EXPENSES 93 0 0 BANK SERVICE FEES 45 0 0 EXPENSE REIMBURSEMENT 145 145 TIMOTHY R CHERYLL J WELLS 5151 DORWIN PLACE ORLANDO FL 32814 EXCISE TAX 550 0 0