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Nonprofiteer
← WELLNESS ADVOCACY FUND

Form 990 for tax year 2024

Filed by WELLNESS ADVOCACY FUND.

Totals

Total revenue
$8,860,819
Total expenses
$5,408,109
Contributions and grants received
$0
Grants paid
$5,250,000
Program service revenue
$0
Investment income
$8,841,261
Other revenue
$19,558
Total assets, end of year
$28,841,102
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$28,841,102
Program services expenses (Part IX)
$5,394,717
Management and general expenses
$13,392
Fundraising expenses
$0
Program service expenses (Part III)
$5,394,717

Program services were 99.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $478,710 · unrelated business $0 · excluded $478,710

  • 7a · Gross sales of assets other than inventory

    securities $13,010,236

  • 7b · Less cost or other basis and sales expenses

    securities $4,647,685

  • 7c · Gain or loss

    securities $8,362,551

  • 7d · Net gain or loss

    total $8,362,551 · related or exempt $0 · unrelated business $0 · excluded $8,362,551

  • 11a · Other revenue: TAX REFUND

    total $19,558 · related or exempt $0 · unrelated business $0 · excluded $19,558

  • 11e · Other revenue, total

    $19,558

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,250,000 · program services $5,250,000

  • 11a · Fees: management

    total $119,625 · program services $119,625 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $25,092 · program services $25,092 · management and general $0 · fundraising $0

  • 11f · Fees: investment management

    total $9,935 · program services $0 · management and general $9,935 · fundraising $0

  • 13 · Office expenses

    total $2,888 · program services $0 · management and general $2,888 · fundraising $0

  • 24a · Other expenses: Foreign taxes

    total $261 · program services $0 · management and general $261 · fundraising $0

  • 24b · Other expenses: FIT

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24c · Other expenses: Software

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24d · Other expenses: State registration fees

    total $308 · program services $0 · management and general $308 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $164,153 · end of year $8,957

  • 4 · Accounts receivable

    beginning of year $1,010 · end of year $18,959

  • 11 · Investments: publicly traded securities

    beginning of year $1,247,642 · end of year $4,844,406

  • 12 · Investments: other securities

    beginning of year $26,650,199 · end of year $23,968,780

  • 31 · Retained earnings, endowment or other funds

    beginning of year $28,063,004 · end of year $28,841,102

Mission and programs · 2024

Mission

Promotion of social welfare to other 501(c)(3) and (c)(4) organizations

  • The Organization currently focuses on supporting voting rights and access for communities and leaders of color, climate action, and redistricting. Grants are made to other 501(c)(3), 501 (c)(4) or 527 organizations to accomplish these purposes.

    Expenses $5,394,717 · Grants $5,250,000

As filed on the 2024 return.

Listed in Part VII

  • Mary C Acker

    Treasurer/Secretary

    Total calculated
    $0
    Hours/week
    2

  • David J Korotkin

    Asst Secretary

    Total calculated
    $0
    Hours/week
    0.25

  • Barbara Bainum

    President and Director

    Total calculated
    $0
    Hours/week
    1

  • Wilfried Busse

    Director

    Total calculated
    $0
    Hours/week
    1

  • Scott Renschler

    Director

    Total calculated
    $0
    Hours/week
    1

  • Todd Renschler

    Director

    Total calculated
    $0
    Hours/week
    1

  • Katherine Renschler

    Director

    Total calculated
    $0
    Hours/week
    1

  • Amanda Renschler

    Director

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
5 May 2025
IRS schema version
2024v5.1
Source object
202521269349301702

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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