Civic Intelligence

Wells Legacy Foundation C/O Robert G Wells

990PF • Fiscal year 2018 • EIN 82-3602316

Jan 01, 2018 to Dec 31, 2018 • Filed on May 04, 2019

Organization Profile
2415 Pimlico LaneMelbourne, FL 32934

(321) 432-8085

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$461,800

Flat from 2018

Net Assets

Flat

$461,800

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$490,910

Flat from 2018

Expenses

Flat

$42,123

Flat from 2018

Net Income

Flat

$448,787

Flat from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2018: $461,800Liabilities 2018: $0Net Assets 2018: $461,8002018Assets 2018: $461,800Liabilities 2018: $0Net Assets 2018: $461,8002018Assets 2019: $441,253Liabilities 2019: $1Net Assets 2019: $441,2532019Assets 2020: $399,582Liabilities 2020: $1Net Assets 2020: $399,5822020Assets 2021: $363,274Liabilities 2021: $1Net Assets 2021: $363,2742021Assets 2022: $317,719Liabilities 2022: $1Net Assets 2022: $317,7192022Assets 2023: $229,565Liabilities 2023: $1Net Assets 2023: $229,5652023Assets 2024: $142,608Liabilities 2024: $0Net Assets 2024: $142,6082024

Highlighted filing

2018

Assets$461,800
Liabilities$0
Net Assets$461,800
Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2018: $490,910Expenses 2018: $42,123Net Income 2018: $448,7872018Revenue 2018: $490,910Expenses 2018: $42,123Net Income 2018: $448,7872018Revenue 2019: $20,382Expenses 2019: $71,758Net Income 2019: -$51,3762019Revenue 2020: $15,439Expenses 2020: $70,050Net Income 2020: -$54,6112020Revenue 2021: $25,709Expenses 2021: $76,598Net Income 2021: -$50,8892021Revenue 2022: $29,995Expenses 2022: $78,621Net Income 2022: -$48,6262022Revenue 2023: $14,493Expenses 2023: $116,887Net Income 2023: -$102,3942023Revenue 2024: $366,479Expenses 2024: $327,765Net Income 2024: $38,7142024

Highlighted filing

2018

Revenue$490,910
Expenses$42,123
Net Income$448,787
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 4, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G WELLSOfficer/Trus-$0--
Filing and Contact Details

Filer

Filer Name
Wells Legacy Foundation
EIN
82-3602316
Phone
3214328085
Address
2415 PIMLICO LANE, MELBOURNE, FL 32934

Signing Officer

Name
Robert G Wells
Title
Officer/trustee
Phone
3214328085
Signed
2019-05-04
Discuss with paid preparer
Yes

Preparer

Firm
The Valentino Group
Address
2725 E AUBURN ST, PHILADELPHIA, PA 19134-5620
Preparer
Anthony C Valentino
Phone
2153779322
Raw XML Appendix240 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
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/PhoneNum03214328085
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021336
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021336
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THE HARRY AND LOIS FAMILY FOUNDATION
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2Txt06225 SMITH AVENUE
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt037237
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MARKET VALUE ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLS LEGACY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROBERT G WELLS
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0823602316
ReturnHeader/Filer/PhoneNum03214328085
ReturnHeader/Filer/USAddress/AddressLine1Txt02415 PIMLICO LANE
ReturnHeader/Filer/USAddress/CityNm0MELBOURNE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:31:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461447691
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE VALENTINO GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02725 E AUBURN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191345620
ReturnHeader/PreparerPersonGrp/PhoneNum02153779322
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY C VALENTINO
ReturnHeader/ReturnTs02019-05-09T11:31:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$461,800
Liabilities
$0
Net assets
$461,800
Revenue
$490,910
Expenses
$42,123
Net income
$448,787
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$3.66$3.28$0.39
2023Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.14$1.17$1.02
2022Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.30$0.79$0.49
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.26$0.77$0.51
2020Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.15$0.70$0.55
2019Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.20$0.72$0.51
2018Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$4.91$0.42$4.49
2018Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$4.91$0.42$4.49