WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE INSTITUTE: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE INSTITUTE (EIN 54-1075268)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-23
IRS object ID
202412369349100506
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-23T11:43:52-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 BETHESDA METRO CENTER 11TH FLOORAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541075268EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WALTER AND JEAN BOEK GLOBAL AUTOIMMUNEBusinessNameLine1Txt
Business Name Line2INSTITUTEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWALTBusinessNameControlTxt
Phone7034023745PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16819 ELM STREET 10AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDRA BOEK WERNESSPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone7034023745PhoneNum
Signature2024-08-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN J GIGANTIPreparerPersonNm
PTINP00646609PTIN
Phone3016549000PhoneNum
Preparation2024-08-22PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$21,823,258FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,287ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$14,801InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14,801InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$356,202DividendsRevAndExpnssAmt
Dividends Net Invst Incm$356,202DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$547,872NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,125,981GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$279OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$171,303TotalRevAndExpnssAmt
Total Net Invst Incm$371,003TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$274,350CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$41,153CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$233,197CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$83,077OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$83,077OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$25,338PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$3,624PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$21,714PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$22,126LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$22,126LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$35,123AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$17,562AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$17,561AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$184,642OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$108,388OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$76,254OtherProfFeesDsbrsChrtblAmt
Occupancy Rev And Expnss$20,950OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$20,950OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,876TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,876TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$60,557OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,123OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$59,434OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$710,039TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$171,850TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$538,189TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$603,404ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$603,404ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,313,443TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$171,850TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,141,593TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,484,746ExcessRevenueOverExpensesAmt
Net Investment Income$199,153NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$49,913CashBOYAmt
Cash EOY$4,523CashEOYAmt
Cash EOYFMV$4,523CashEOYFMVAmt
Sav And Temp Cash Invst BOY$34,234SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$25,130SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$25,130SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$5,890RcvblFromOfficersBOYAmt
US Government Obligations BOY$200,344USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,218,877USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,247,589USGovtObligationsEOYFMVAmt
Corporate Stock BOY$12,228,184CorporateStockBOYAmt
Corporate Stock EOY$10,961,301CorporateStockEOYAmt
Corporate Stock EOYFMV$16,232,748CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,562,683CorporateBondsBOYAmt
Corporate Bonds EOY$1,400,914CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,313,268CorporateBondsEOYFMVAmt
Total Assets BOY$18,081,248TotalAssetsBOYAmt
Total Assets EOY$16,610,745TotalAssetsEOYAmt
Total Assets EOYFMV$21,823,258TotalAssetsEOYFMVAmt
Loans From Officers BOY$522,420LoansFromOfficersBOYAmt
Loans From Officers EOY$522,420LoansFromOfficersEOYAmt
Total Liabilities BOY$522,420TotalLiabilitiesBOYAmt
Total Liabilities EOY$522,420TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$17,558,828RetainedEarningBOYAmt
Retained Earning EOY$16,088,325RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$17,558,828TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,088,325TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,081,248TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,610,745TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,558,828TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,484,746ExcessRevenueOverExpensesAmt
Other Increases$14,243OtherIncreasesAmt
Subtotal$16,088,325SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,088,325TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$9,125,981GrossSalesPriceAmt
Cost Or Other Basis$9,673,853CostOrOtherBasisAmt
Gain Or Loss-$547,872GainOrLossAmt
Gains Minus Excess Or Losses-$547,872GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$547,872CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,768InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,768SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,768TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$161EsPenaltyAmt
Tax Due$2,929TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.AUTOIMMUNEINSTITUTE.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SANDRA B WERNESSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7034023745PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16819 ELM STREET 10AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SANDRA BOEK WERNESS
10020 PARK ROYAL DRIVEGREAT FALLSVA22066EXECUTIVE DIRECTOR50.00$260,000$14,350$0
ALFREDA JONES MD
1008 BELLEVIEW ROADMCLEANVA22102TREASURER3.00$0$0$0
MARLENE BEKEY
4624 QUARTER CHARGE DRIVEANNANDALEVA22003DIRECTOR2.00$0$0$0
DOROTHY WEINSTEIN
9705 LARMAR COURTBETHESDAMD20817DIRECTOR3.00$0$0$0
MARICA V MAYO
2770 52D STREETNWWASHINGTONDC20008DIRECTOR3.00$0$0$0
ELIZABETH LOFTUS
1809 WATERVALE WAYVIENNAVA22182DIRECTOR3.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonCAROLYN SERRAINOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16819 ELM STREET SUITE 10AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22101ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTOR OF RESEARCHTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$75,000CompensationAmt
Employee Benefits$3,933EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELLS FARGO ADVISORSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11753 PINNACLE DRIVE 4TH FLOORAddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORY FEEServiceTypeTxt
Compensation$65,068CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1COMMUNITY ENGAGEMENT, EDUCATION AND SUPPORT:OUR WEBSITE AUTOIMMUNEINSTITUTE.ORG IS A UNIQUELY VALUABLE SOURCE OF INFORMATION AND SUPPORT FOR OUR INTERNATIONAL COMMUNITY, INCLUDING OUR COVID TIMELINE, A-Z LIST, IDENTIFYING AND SUMMARIZING PRIMARY SOURCE PEER REVIEWED STUDIES, OUR ORIGINAL ARTICLES, RESOURCE LISTS, AND MORE. IN 2023 WE BEGAN A MAJOR REDESIGN TO INCREASE WEBSITE FUNCTIONALITY AND ADD CONTENT. WE QUICKLY RESPOND TO TRENDING NEEDS AND ARE A RECOGNIZED AUTHORITY ON AUTOIMMUNE DISEASE. ACCORDING TO GOOGLE ANALYTICS, WE HAVE HAD MILLIONS OF VIEWERS. IN ADDITION, THE GAI-FUNDED PODCAST "RAISING CELIAC" CONTINUED ITS POPULARITY. WE ENGAGED IN SOCIAL MEDIA, HOSTED AND PARTICIPATED IN MEETINGS, SENT OUT OUR MONTHLY NEWSLETTER, CONTINUED OUR INTERNSHIP PROGRAM, AND OFFERED OUR FREE DOWNLOADABLE TOOLKIT FOR MANAGING ASPECTS OF AUTOIMMUNE DISEASE.Description1Txt
Expenses1$484,370Expenses1Amt
Description2CLINICAL AND BASIC SCIENTIFIC RESEARCH:GAI CONTINUED SUPPORT OF MULTI-CENTER CLINICAL RESEARCH STUDY, DEPART. NEUROIMMUNOLOGY, CHILDREN'S NATIONAL HOSPITAL (CNH); GAI FUNDED JOHN'S HOPKINS MEDICINE (JHM) STUDY "THREE-DIMENSIONAL ANALYSIS FOR CARDIAC SARCOIDOSIS AND GIANT CELL MYOCARDITIS; JHM COMPLETED GAI FUNDED STUDIES POST-ACUTE SEQUELAE OF SARS-COV-2 (LONG COVID), AND CANCER THERAPY INDUCED AUTOIMMUNE MYOCARDITIS, SEE, CELL REPORTS, DEC. 2022, "CARDIAC MYOSIN-SPECIFIC AUTOIMMUNE T CELLS CONTRIBUTE TO IMMUNE-CHECKPOINT-INHIBITOR-ASSOCIATED MYOCARDITIS." CONTINUED RESEARCH, OUTREACH, COLLABORATIONS TO IDENTIFY KEY AREAS FOR FUTURE FUNDING; MONITORED PROGRESS OF ONGOING GRANTS.Description2Txt
Expenses2$53,819Expenses2Amt
Expenses4$0Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,834,423AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,163AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,876,586TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,876,586AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$313,149CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,563,437NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,028,172MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,028,172MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,768TaxBasedOnInvestmentIncomeAmt
Total Tax$2,768TotalTaxAmt
Distributable Before Adj$1,025,404DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,025,404DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,025,404DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,141,593ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,141,593QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,025,404DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$36,969ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$36,969TotalExcessDistributionCyovAmt
Qualifying Distributions$1,141,593QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,025,404AppliedToCurrentYearAmt
Remaining Distri From Corpus$116,189RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$153,158TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$153,158ExcessDistriCyovToNextYrAmt
Excess From Year2$36,969ExcessFromYear2Amt
Excess From Current Year$116,189ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BOBBY JONES & CHIARI SYRINGOMYELIA FOUNDATION
29 CREST LOOPSTATEN ISLANDNY10312PCGENERAL SUPPORT$1,000
FRIENDS OF THE ENDOWMENT OF THE DIPLOMATIC RECEPTION
US DEPARTMENT OF STATE M/FA-ROOMWASHINGTONDC20520PCGENERAL SUPPORT$1,0008213 2201 C STREET
MCLEAN VOLUNTEER FIRE DEPARTMENT
1455 LAUGHLIN AVENUEMCLEANVA22101PCGENERAL SUPPORT$100
METRO WASHINGTON CHAPTER
10221 RIVER ROAD P O 60868POTOMACMD208590868PCGENERAL SUPPORT$200
THE CHILDREN'S LAW CENTER INC
501 3RD STREET NW 8TH FLOORWASHINGTONDC20001PCGENERAL SUPPORT$1,000
VANGUARD CHARITABLE ENDOWMENT
P O BOX 9509WARWICKRI028899509PCRESEARCH AND EUCATION IN AUTOIMMUNE DISEASES$600,000
WIKIMEDIA
C/O WIKIMEDIA FOUNDATION 1SAN FRANCISCOCA94104PCGENERAL SUPPORT$104MONTGOMERY STREET SUITE 1600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$603,404TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,801ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$356,202ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$547,872ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
OTHER INCOME01$38
TAX REFUND01$241

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$176,590ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$176,590TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERT J MEYER FOUNDATIONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19800 SOTWEED DRIVEAddressLine1Txt
CityPOTOMACCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20854ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATION AND ACCOUNTINGCategoryTxt
Amt$35,123Amt
Net Investment Income$17,562NetInvestmentIncomeAmt
Disbursements Charitable Prps$17,561DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES TR SHORT TERM CORP BOND ETF$158,168$149,129
PIMCO 1-5 YR TIPS INDEX ETF$631,425$590,729
PIMCO FDS PAC INVT MGMT SER LOW DURATION FD - CLASS CL$324,898$302,025
PIMCO SHORT TERM FD INSTL CL$177,656$173,720
VANGUARD INTERMEDIATE TERM CORP BOND ETF$108,767$97,665

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET TECHNOLOGY INC$35,362$78,639
AMAZON.COM, INC.$42,865$51,963
AMERICAN FUNDS - WASHINGTON MUTUAL FUND$82,777$104,492
APPLE INC$15,656$71,326
COSTCO WHOLESALE CORP - NEW$5,352$14,548
ENERGY SELECT SECTOR SPDR ETF$232,382$246,044
INDUSTRY SELECT SECTOR SPDR ETF$204,287$238,828
INVESCO QQQ TR ETF UNIT SER 1 QQQ$784,066$972,733
ISHARES ETF RUSSELL 2000 IWM$554,413$707,423
ISHARES ETF U.S. AEROSPACE & DEFENSE$432,091$500,663
ISHARES CORE MSCI ETF EAFE ETF IEFA$247,159$278,222
ISHARES RUSSELL MIDCAP IWR$150,819$172,528
META PLATFORMS INC$23,010$39,997
MICROSOFT CORP$43,891$129,994
SPDR S & P 500 ETF TRUST$1,350,708$2,602,798
SPDR S & P AEROSPACE & DEFENSE ETF$211,840$231,978
SPDR S & P DIVIDEND ETF$245,498$271,059
VANGUARD DIVIDEND APPRECIATION ETF$866,228$1,093,067
VANGUARD GROWTH VUG$1,244,629$2,175,366
VANGUARD HEALTH CARE ETF$289,268$375,867
VANGUARD INDEX FDS - S & P 500 ETF$1,195,766$1,786,726
VANGUARD INFORMATION TECHNOLOGY ETF$861,356$1,519,579
VANGUARD MID-CAP ETF$417,888$496,896
VANGUARD RUSSELL ETF 1000 VALUE VONG$654,043$1,101,134
VANGUARD RUSSELL ETF 1000 VALUE VONV$769,947$970,878

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$4,218,877USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$4,247,589USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL GOVERNANCE AND COUNSELCategoryTxt
Legal Fees$22,126LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$22,126DisbursementsCharitablePrpsAmt

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonJEAN BOEK DECEASED 2022LenderPersonNm
TitleNONETitleTxt
Loan Original$522,420LoanOriginalAmt
Balance Due$522,420BalanceDueAmt
Note2017-12NoteDt
Loan Maturity2022-06LoanMaturityDt
Repayment TermsNONE STATEDRepaymentTermsTxt
Interest0.000000000000InterestRt
Security Provided BorrowerNONESecurityProvidedBorrowerTxt
Loan PurposeWORKING CAPITAL WHEN ORGANIZATION OPERATED AS A PUBLIC CHARITYLoanPurposeTxt
Lender ConsiderationNONELenderConsiderationDesc

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$15,703$785$14,918
INSURANCE$6,766$338$6,428
WEBSITE DEVELOPMENT$38,088$0$38,088

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME$38$38
TAX REFUND$241$241

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENT FROM PRIOR YEARDesc
Amt$14,243Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$108,388$108,388$0
PROGRAM CONSULTANTS$76,254$0$76,254

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