2025-11-05T08:36:10-08:00 2025-06-30 612119901 WHITE OAK RESOURCES LLC 8171 MAPLE LAWN BLVD STE 375 FULTON MD 20759 990PF 2024-07-01 522287352 The Mental Wellness Foundation Inc MENT 2402951600 8171 Maple Lawn Blvd Fulton MD 20759 Mary C Acker Treasurer 2402951600 2025-11-04 true true Colleen McCarthy P01075410 2402951613 2024 2025-03-06 01:10:19Z X 25462379 X 2650500 20021 20021 365703 365703 -41422 912194 0 0 0 -540 -540 2994262 385184 0 0 17005 784 16221 0 70791 5791 0 57899 57333 188 145695 63908 16409 1845000 1845000 1990695 63908 1861409 1003567 321276 0 4253426 1687337 1687337 0 -20108 0 0 0 0 98800 336910 336910 17880185 22316883 22316883 346413 496490 496490 0 588523 624759 624759 0 0 0 0 23147239 25462379 25462379 132000 20108 0 0 0 0 132000 20108 X 23015239 25442271 23015239 25442271 23147239 25462379 23015239 1003567 1423465 25442271 25442271 See Attached P 2024-07-01 2025-06-30 371511 0 429712 -58201 0 0 0 -58201 See Attached P 2023-07-01 2025-06-30 534801 0 520361 14440 0 0 0 14440 Azolla Ventures Full-Cycle I K-1 ST P 2024-07-01 2025-06-30 515 0 0 515 0 0 0 515 Azolla Ventures Full-Cycle I K-1 LT P 2023-07-01 2025-06-30 5368 0 0 5368 0 0 0 5368 Tertium Fund I K-1 LT P 2023-07-01 2025-06-30 0 0 3544 -3544 0 0 0 -3544 -41422 -57686 4466 0 4466 0 4466 4480 15000 19480 -19480 15014 15014 false false false false false false false true true MD true false true false false true N/A White Oak Resources LLC 2402951600 8171 Maple Lawn Blvd Fulton MD 20759 false false false true true false false false false false false false false false false false false false true false false true false false false false Barbara Bainum 8171 Maple Lawn BlvdFulton MD 20759 President/Director 0.50 0 0 0 Mary Acker 8171 Maple Lawn BlvdFulton MD 20759 Sec/Treas 0.50 0 0 0 Wilfried Busse 8171 Maple Lawn BlvdFulton MD 20759 Director 0.50 0 0 0 Scott Renschler 8171 Maple Lawn BlvdFulton MD 20759 Director 0.50 0 0 0 Katherine Renschler 8171 Maple Lawn BlvdFulton MD 20759 Chair 0.50 0 0 0 Todd Renschler 8171 Maple Lawn BlvdFulton MD 20759 Director 0.50 0 0 0 Amanda Renschler 8171 Maple Lawn Blvd 375 Fulton MD 20759 Director 0.50 0 0 0 NONE 0 NONE 0 None None None 0 22919537 3035289 473770 26428596 0 26428596 396429 26032167 1301608 1301608 4466 4466 1297142 1297142 1297142 1861409 1861409 1297142 0 0 0 0 2946724 2946724 1861409 0 1297142 564267 3510991 0 0 0 0 0 3510991 0 0 0 2946724 564267 See Attached Barbara Bainum Wilfried Busse White contributed 2 of the total contribu Director Scott Renschler is a stock Barbara Bainum and Todd Renschler a All Directors and Jane Bainum have None X See Attached Schedule 2 1012 Torney Avenue San Francisco CA 94129 0 See Attached 1845000 1845000 See Attached Sch 3 400 E Lexington Street Baltimore MD 21202 501c3 See Attached 1285000 1285000 None 14 20021 14 365703 18 -41422 K-1 Income 900000 -540 18 -540 344302 343762 false false false false false false false false false true Wellness Advocacy Fund 501c4 Common officers & directors X X 1 Estate of Jane Bainum 8171 Maple Lawn Blvd STE 375 Fulton MD 20759 2650500 X White Oak Resources Accounting Services 16392 784 15608 Shreve Bowersox Accounting Services 613 613 Dante Dieso Foundation 199 Woodcrest Drive Melrose MA 02176 2025-06-19 45000 Provide college scholarships 0 No IN PROCESS N/A Dante Dieso Foundation 199 Woodcrest Drive Melrose MA 02176 2024-06-19 40000 Provide college scholarships 40000 No 6/30/24 2025-10-29 ALL OF THESE FUNDS WERE EXPENDED BY THE ORGANIZATION AND USED FOR THEIR INTENDED PURPOSE. Dante Dieso Foundation 199 Woodcrest Drive Melrose MA 02176 2025-06-19 45000 Provide college scholarships 0 No IN PROCESS N/A Dante Dieso Foundation 199 Woodcrest Drive Melrose MA 02176 2024-06-19 40000 Provide college scholarships 40000 No 6/30/24 2025-10-29 ALL OF THESE FUNDS WERE EXPENDED BY THE ORGANIZATION AND USED FOR THEIR INTENDED PURPOSE. 912194 953616 -41422 Chevy Chase Trust - See Attached Details 496490 496490 Chevy Chase Trust - See Attached Details 5695603 5695603 Choice Hotels International stock 16621280 16621280 102880 102880 234030 234030 Tertium Fund I LLC Private Equity 0 0 Tertium Fund II LLC Private Equity 390303 390303 Prime Coalition Recoverable Grant (PRI) 141894 141894 Azolla Ventures Full Cycle Fnd I- Private Equity 92562 92562 Investment Fees 57333 57333 Domain Name/Licenses 188 188 Tax Software 378 Supplies Legal Expenses K-1 Income -540 -540 Change in unrealized gain on investment 1423465 Federal Tax Expense 65000 Foreign Tax Withheld 5791 5791