Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 189,547,300 | 215,071,925 | 210,101,801 | 249,868,305 | 78,320,491 | 942,909,822 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 189,547,300 | 215,071,925 | 210,101,801 | 249,868,305 | 78,320,491 | 942,909,822 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 724,148,573 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 218,761,249 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 189,547,300 | 215,071,925 | 210,101,801 | 249,868,305 | 78,320,491 | 942,909,822 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 2,188,517 | 304,318 | 928,822 | 363,801 | 159,062 | 3,944,520 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | 946,854,342 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
|---|---|
| SCHEDULE A PART II LINE 17A | THIS STATEMENT IS ATTACHED IN ACCORDANCE WITH THE INSTRUCTIONS FOR SCHEDULE A (FORM 990)REGARDING AN ORGANIZATION THAT BELIEVES IT IS PUBLICLY SUPPORTED ACCORDING TO APPLICABLE REGULATIONS. TREAS. REG. SEC. 1.170A-9(E)(3) PROVIDES THAT AN ORGANIZATIONS WILL BE TREATED AS "PUBLICLY SUPPORTED" UNDER THE FACTS AND CIRCUMSTANCES TEST EVEN IF IT FAILS TO MEET THE 33 1/3 PERCENT MECHANICAL TEST. UNDER THE FACTS AND CIRCUMSTANCES TEST, AN ORGANIZATION WILL BE TREATED AS PUBLICLY SUPPORTED IF IT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM GOVERNMENTAL UNITS, FROM DIRECT OR INDIRECT CONTRIBUTIONS FROM THE GENERAL PUBLIC, OR FROM A COMBINATION OF THESE SOURCES, AND MEETS CERTAIN OTHER REQUIREMENTS. THE PERTINENT FACTORS SET FORTH IN THE REGULATIONS ARE DISCUSSED BELOW: I) TEN PERCENT-OF-SUPPORT LIMITATION: THE PUBLIC SUPPORT RECEIVED BY THE ORGANIZATION EQUALS AT LEAST 10% OF THE TOTAL SUPPORT RECEIVED BY THE ORGANIZATION. II) ATTRACTION OF PUBLIC SUPPORT: THE ORGANIZATION IS ORGANIZED AND OPERATED TO APPEAL TO A VARIETY OF PUBLIC SUPPORTERS, BOTH NEW AND EXISTING ON AN ON-GOING BASIS. THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. III) PERCENT OF FINANCIAL SUPPORT: UNDER THE REGULATIONS, THE HIGHER THE PERCENTAGE OF SUPPORT ABOVE THE 10% REQUIREMENT FROM PUBLIC SOURCES THE LESSER WILL BE THE BURDEN OF ESTABLISHING THE PUBLICLY SUPPORTED NATURE OF THE ORGANIZATION THROUGH OTHER FACTORS. THE PUBLIC SUPPORT % FOR 2014 IS IN EXCESS OF 20%. IV) SOURCES OF SUPPORT: THE ORGANIZATION'S PURPOSE IS TO PROVIDE COPAY ASSISTANCE FOR THE UNDERINSURED, WHICH APPEALS TO A BROAD CROSS-SECTION OF THE POPULATION, AND THE ORGANIZATION RECEIVES SUPPORT FROM A VAST NUMBER OF UNRELATED DONORS. V) REPRESENTATIVE GOVERNING BODY: THE ORGANIZATION'S GOVERNING BODY REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. VI) AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES: THE ORGANIZATION PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS AND MAINTAINS A DEFINITIVE PROGRAM FOR ACCOMPLISHING THAT WORK NATIONWIDE. VII) ADDITIONAL FACTORS PERTINENT TO MEMBERSHIP ORGANIZATIONS: THIS FACTOR IS NOT APPLICABLE TO THE ORGANIZATION BECAUSE IT IS NOT A MEMBERSHIP ORGANIZATION. |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE CHRONIC DISEASE FUND FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTANT BASED ON DATA PROVIDED BY THE ORGANIZATION. THE PREPARED FORM 990 IS THEN REVIEWED THE ORGANIZATION'S LEADERSHIP AND THE ORGANIZATION'S LEGAL COUNSEL, VENABLE LLP. THEN A COPY OF THE PREPARED FORM 990 IS PROVIDED TO EACH MEMBER OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CHRONIC DISEASE FUND HAS A CONFLICT OF INTEREST POLICY ("POLICY") COVERING MEMBER OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES ("COVERED INDIVIDUALS"). PURSUANT TO THE POLICY, EACH COVERED INDIVIDUAL SHALL FILE WITH THE BOARD OF DIRECTORS A STATEMENT OF DISCLOSURE ON A FORM PROVIDED BY THE ORGANIZATION PRIOR TO THE COVERED INDIVIDUAL'S INITIAL ELECTION, APPOINTMENT, OR HIRING. ADDITIONALLY, EACH COVERED INDIVIDUAL IS REQUIRED TO FILE AN ANNUAL STATEMENT OF DISCLOSURE ANNUALLY. THE INITIAL AND ANNUAL STATEMENT OF DISCLOSURE REQUIRES COVERED INDIVIDUALS TO DISCLOSE ALL MATERIAL FACTS RELATING TO: (1) ALL ENTITIES IN WHICH THE COVERED INDIVIDUAL IS AN OFFICER, DIRECTOR, TRUSTEE, MEMBER, OR OWNER; (2) ANY CHRONIC DISEASE FUND TRANSACTIONS IN WHICH THE COVERED INDIVIDUAL MAY HAVE A CONFLICTING INTEREST; AND (3) ANY OTHER FACTS OR CIRCUMSTANCES THAT MIGHT CONSTITUTE A CONFLICT OF INTEREST, INCLUDING BUT NOT LIMITED TO: (A) ANY OUTSIDE EMPLOYMENT OR CONSULTING ACTIVITIES WHICH MAY RESULT IN A CONFLICT OF INTEREST; AND (B) ANY AFFILIATION WITH OTHER ENTITIES WHICH MAY CONSTITUTE A CONFLICT OF INTEREST. UPON DISCLOSURE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS WILL MAKE A DETERMINATION AS TO WHETHER A CONFLICT OF INTERESTS EXISTS. IN SITUATIONS WHERE THE BOARD OF DIRECTORS DETERMINES THAT A CONFLICT OF INTEREST EXISTS WITH RESPECT TO A TRANSACTION, THE BOARD WILL DOCUMENT ITS DETERMINATION REGARDING THE EXISTENCE OF A CONFLICT OF INTEREST IN ITS MEETING MINUTES AND THE CONFLICTED INDIVIDUAL WILL BE REQUIRED TO RECUSE THEMSELVES FROM ALL DISCUSSIONS AND DECISIONS RELATED TO THE TRANSACTION. SUCH RECUSAL PROHIBITS THE PRESENCE AND PARTICIPATION OF THE CONFLICTED INDIVIDUAL IN ANY BOARD OR COMMITTEE DELIBERATIONS THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST, PROHIBITS THE PRESENCE AND PARTICIPATION OF THE CONFLICTED INDIVIDUAL IN ANY VOTE ON THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST, AND PROHIBITS THE CONFLICTED INDIVIDUAL FROM MAKING ANY OTHER ATTEMPT TO INFLUENCE THE DELIBERATION OR VOTE ON THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS BY WHICH THE CHRONIC DISEASE FUND APPROVES THE AMOUNT OF COMPENSATION PROVIDED TO ITS EXECUTIVE DIRECTOR, CLORINDA WALLEY, FOLLOWS THE GUIDANCE PROVIDED IN TREASURY REGULATIONS SECTION 53.4958-6, RELATED TO THE REBUTTABLE PRESUMPTION OF REASONABLENESS. AS SUCH, THE PROCESS BY WHICH THE CHRONIC DISEASE FUND BOARD OF DIRECTORS DETERMINES AND APPROVES THE APPROPRIATE AMOUNT OF COMPENSATION TO PROVIDE TO ITS EXECUTIVE DIRECTOR INCLUDES: (1) APPROVAL BY INDEPENDENT MEMBERS OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS PRIOR TO PAYMENT; (2) THE CONSIDERATION OF APPROPRIATE COMPARABILITY DATA IN DETERMINING THE TOTAL AMOUNT OF COMPENSATION TO BE PROVIDED TO THE EXECUTIVE DIRECTOR; AND (3) THE DOCUMENTATION OF ITS DECISION AND THE BASIS FOR ITS DECISION REGARDING THE AMOUNT OF COMPENSATION PROVIDED TO THE CHRONIC DISEASE FUND EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CHRONIC DISEASE FUND COMPLIES WITH THE PUBLIC INSPECTION REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 6104 BY MAKING ITS FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, DETERMINATION LETTER FROM THE IRS, AND ITS FORMS 990 FOR ITS THREE MOST RECENTLY COMPLETED TAX PERIODS AVAILABLE TO THE PUBLIC. HOWEVER, AS SECTION 6104 DOES NOT REQUIRE AN ORGANIZATION EXEMPT UNDER SECTION 501(C)(3) TO DISCLOSE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, OR FINANCIAL STATEMENTS, THE CHRONIC DISEASE FUND HAS CHOSEN NOT TO MAKE SUCH INFORMATION AVAILABLE FOR PUBLIC INSPECTION. |
| FORM 990, PART X, LINE 34 | THE INFORMATION REPORTED IN PART X, LINE 34 DEMONSTRATES THAT IN 2014, THE CHRONIC DISEASE FUND NET ASSETS DECREASED BY MORE THAN 25%. ALTHOUGH THERE WAS A SIGNIFICANT REDUCTION IN THE ORGANIZATION'S NET ASSETS IN 2014, THE ORGANIZATION IS NOT REQUIRED TO COMPLETE SCHEDULE N BECAUSE THE DECREASED VALUE OF THE CHRONIC DISEASE FUND'S NET ASSETS WAS THE RESULT OF GRANTS AND OTHER ASSISTANCE MADE IN THE ORDINARY COURSE OF THE ORGANIZATION'S EXEMPT ACTIVITIES TO ACCOMPLISH ITS EXEMPT MISSION OF PROVIDING CO-PAY ASSISTANCE TO LOW AND MODERATE INCOME INDIVIDUALS SUFFERING FROM CHRONIC DISEASES. SPECIFICALLY, THE REDUCTION IN THE VALUE OF THE CHRONIC DISEASE FUND'S NET ASSETS WAS THE RESULT OF A SUBSTANTIAL DECREASE IN THE AMOUNT OF CHARITABLE CONTRIBUTIONS RECEIVED BY THE ORGANIZATION IN 2014 WITHOUT A CORRESPONDING REDUCTION IN THE AMOUNT OF GRANTS AND FINANCIAL ASSISTANCE THE THAT ORGANIZATION PROVIDED TO INDIVIDUALS SUFFERING FROM CHRONIC DISEASES, CANCER, OR OTHER LIFE-ALTERING CONDITIONS SO THAT SUCH INDIVIDUALS COULD AFFORD AND OBTAIN THE LIFE-SAVING OR LIFE-SUSTAINING FDA-APPROVED DRUGS NECESSARY FOR THE TREATMENT OF THEIR CONDITION. |
| SCHEDULE L PART II ADDITIONAL EXPLANATION | NAME OF PERSON: THE MICHAEL H. BANIGAN FAMILY DELAWARE TRUST RELATIONSHIP: THE 2008 MICHAEL H. BANIGAN FAMILY DELAWARE TRUST IS AN INTERESTED PERSON BECAUSE IT IS CONTROLLED BY MICHAEL BANIGAN WHO FORMERLY SERVED AS THE CHAIR AND SECRETARY OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS. AS OF DECEMBER 2013, MICHAEL BANIGAN HAS NOT HELD ANY POSITION WITHIN CHRONIC DISEASE FUND AND HAS RECEIVED NO COMPENSATION FOR THE PERFORMANCE OF SERVICES TO THE ORGANIZATION. DESCRIPTION OF TRANSACTION: THE CHRONIC DISEASE FUND'S TRANSACTION WITH THE 2008 MICHAEL H. BANIGAN FAMILY DELAWARE TRUST RELATES TO A NOTE PAYABLE RESULTING FROM THE CHRONIC DISEASE FUND'S PURCHASE OF DISEASETRAK, A CORPORATION FORMERLY OWNED BY MICHAEL BANIGAN. AS NOTED IN THE BOARD OF DIRECTOR MEETING MINUTES, THE PURCHASE OF DISEASETRAK WAS APPROVED BY INDEPENDENT MEMBERS OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS PRIOR TO THE TRANSACTION AND THE AMOUNT OF THE PURCHASE PRICE OF DISEASETRAK WAS DETERMINED AFTER OBTAINING AND REVIEWING APPROPRIATE DATA REGARDING THE VALUE OF DISEASETRAK. |
| SCHEDULE L PART IV ADDITIONAL EXPLANATION | NAME OF PERSON: FOURTH FLOOR REALTY RELATIONSHIP: FOURTH FLOOR REALTY IS AN INTERESTED PERSON BECAUSE IT IS CONTROLLED BY MICHAEL BANIGAN WHO FORMERLY SERVED AS THE CHAIR AND SECRETARY OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS. AS OF DECEMBER 2013, MICHAEL BANIGAN HAS NOT HELD ANY POSITION WITHIN CHRONIC DISEASE FUND AND HAS RECEIVED NO COMPENSATION FOR THE PERFORMANCE OF SERVICES TO THE ORGANIZATION. DESCRIPTION OF THE TRANSACTION: THIS TRANSACTION RELATES TO AMOUNTS PAID TO FOURTH FLOOR REALTY FOR RENT, UTILITIES, ADMINISTRATIVE SUPPORT, AND SHARED SERVICES. |
| SCHEDULE L PART IV ADDITIONAL EXPLANATION | NAME OF PERSON: SONEXUS (FORMERLY CDF SERVICES) RELATIONSHIP: SONEXUS WAS AN INTERESTED PERSON BECAUSE IT WAS CONTROLLED BY MICHAEL BANIGAN WHO FORMERLY SERVED AS THE CHAIR AND SECRETARY OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS. AS OF DECEMBER 2013, MICHAEL BANIGAN HAS NOT HELD ANY POSITION WITHIN CHRONIC DISEASE FUND AND HAS RECEIVED NO COMPENSATION FOR THE PERFORMANCE OF SERVICES TO THE ORGANIZATION. DESCRIPTION OF THE TRANSACTION: THIS TRANSACTION RELATES PASS THROUGH PAYMENTS RELATED TO CO-PAY ASSISTANCE. |
| SCHEDULE L PART IV ADDITIONAL EXPLANATION | NAME OF PERSON: THE MICHAEL H. BANIGAN FAMILY DELAWARE TRUST RELATIONSHIP: THE 2008 MICHAEL H. BANIGAN FAMILY DELAWARE TRUST IS AN INTERESTED PERSON BECAUSE IT IS CONTROLLED BY MICHAEL BANIGAN WHO FORMERLY SERVED AS THE CHAIR AND SECRETARY OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS. AS OF DECEMBER 2013, MICHAEL BANIGAN HAS NOT HELD ANY POSITION WITHIN CHRONIC DISEASE FUND AND HAS RECEIVED NO COMPENSATION FOR THE PERFORMANCE OF SERVICES TO THE ORGANIZATION. DESCRIPTION OF THE TRANSACTION: THE CHRONIC DISEASE FUND'S TRANSACTION WITH THE 2008 MICHAEL H. BANIGAN FAMILY DELAWARE TRUST RELATES TO A NOTE PAYABLE RESULTING FROM THE CHRONIC DISEASE FUND'S PURCHASE OF DISEASETRAK, A CORPORATION FORMERLY OWNED BY MICHAEL BANIGAN. AS NOTED IN THE BOARD OF DIRECTOR MEETING MINUTES, THE PURCHASE OF DISEASETRAK WAS APPROVED BY INDEPENDENT MEMBERS OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS PRIOR TO THE TRANSACTION AND THE AMOUNT OF THE PURCHASE PRICE OF DISEASETRAK WAS DETERMINED AFTER OBTAINING AND REVIEWING APPROPRIATE DATA REGARDING THE VALUE OF DISEASETRAK. |
| SCHEDULE L PART IV ADDITIONAL EXPLANATION | NAME OF PERSON: MICHAEL BANIGAN RELATIONSHIP: MICHAEL BANIGAN IS AN INTERESTED PERSON BECAUSE HE FORMERLY SERVED AS THE CHAIR AND SECRETARY OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS. AS OF DECEMBER 2013, MICHAEL BANIGAN HAS NOT HELD ANY POSITION WITHIN CHRONIC DISEASE FUND AND HAS RECEIVED NO COMPENSATION FOR THE PERFORMANCE OF SERVICES TO THE ORGANIZATION. DESCRIPTION OF THE TRANSACTION: THIS TRANSACTION RELATES TO AMOUNTS PAID AS THE REIMBURSEMENT OF EXPENSES INCURRED BY MICHAEL BANIGAN WHILE SERVING AS AN OFFICER AND DIRECTOR OF THE CHRONIC DISEASE FUND. |
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