Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Pt VI, Line 2 | Barbara Bainum and Wilfried Busse are married and Barbara's 2 adult children, including spouses are Scott and Katherine, and Todd and Amanda Renschler. All serve as Directors.The organization delegated control of certain management functions to a management company - Realty Investment Company, Inc. Realty is owned 25% by the Directors and trusts for their benefit. The balance of Realty is owned by descendants of Barbara's parents. Three of the officers are employed by Realty. |
| Pt VI, Line 3 | Certain management duties for the Wellness Advocacy Fund are performed by Realty Investment Company, Inc.primarily with respect to finance, administration and tax. |
| Pt VI, Line 6 | There is one class of Members. The Board is a separate governing body elected by the Members. |
| Pt VI, Line 7a | The Members of the Corporation have the right and the duty to: fix the authorized number of Directors; elect the Directors of the Corporation upon any vacancies on the Board of Directors; appoint the Board Chair, who serves at the pleasure of the Members, from among the Directors they elect; and remove any or all of the Directors with or without cause. |
| Pt VI, Line 7b | The Members have the right to: set the mission and policy statement of the Corporation; approve any changes to the Corporation's Certificate of Incorporation or the Bylaws; approve dissolution of the Corporation and the related distribution of assets, material sales of asset, mergers, consolidations, conversions, or domestications; and approve any other fundamental transactions of the Corporation. |
| Pt VI, Line 11b | The Treasurer and Secretary prepare and review the return and then a copy of the Form 990 is made available to the full governing body before filing with the Internal Revenue Service. |
| Pt VI, Line 12c | Annual questionnaires document each Director and Officer's compliance and disclosures. |
| Pt VI, Line 15a | There are no employees. Officers and Directors are not compensated. |
| Pt VI, Line 19 | The Fund makes the organizational and governing documents available upon request. |
| Pt XI | Line 9 represents Wash sales of $681 as well as an adjustment of $1,806,548 to reflect Donor cost basis for contributed shares which were sold during the year. |
| Software ID: | 22015534 |
| Software Version: |