2024-08-23T11:43:52-05:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 2 BETHESDA METRO CENTER 11TH FLOOR BETHESDA MD 20814 990PF 2023-01-01 541075268 WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE INSTITUTE WALT 7034023745 6819 ELM STREET 10 MCLEAN VA 22101 SANDRA BOEK WERNESS PRESIDENT & CEO 7034023745 2024-08-22 1 1 BRIAN J GIGANTI P00646609 3016549000 2024-08-22 2023 2024-08-08 14:25:15Z X 21823258 X 5287 14801 14801 356202 356202 -547872 9125981 0 279 0 -171303 371003 274350 41153 233197 83077 0 83077 25338 3624 21714 22126 0 22126 35123 17562 17561 184642 108388 76254 20950 0 20950 3876 0 3876 60557 1123 59434 710039 171850 538189 603404 603404 1313443 171850 1141593 -1484746 199153 49913 4523 4523 34234 25130 25130 5890 200344 4218877 4247589 12228184 10961301 16232748 5562683 1400914 1313268 18081248 16610745 21823258 522420 522420 522420 522420 X 0 0 0 0 17558828 16088325 17558828 16088325 18081248 16610745 17558828 -1484746 14243 16088325 0 16088325 PUBLICLY TRADED SECURITIES 9125981 9673853 -547872 -547872 -547872 2768 0 2768 0 2768 0 0 0 0 0 161 2929 0 0 0 0 0 0 0 1 0 0 1 1 DC VA 1 0 0 0 1 1 WWW.AUTOIMMUNEINSTITUTE.ORG SANDRA B WERNESS 7034023745 6819 ELM STREET 10 MCLEAN VA 22101 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SANDRA BOEK WERNESS 10020 PARK ROYAL DRIVE GREAT FALLS VA 22066 EXECUTIVE DIRECTOR 50.00 260000 14350 0 ALFREDA JONES MD 1008 BELLEVIEW ROAD MCLEAN VA 22102 TREASURER 3.00 0 0 0 MARLENE BEKEY 4624 QUARTER CHARGE DRIVE ANNANDALE VA 22003 DIRECTOR 2.00 0 0 0 DOROTHY WEINSTEIN 9705 LARMAR COURT BETHESDA MD 20817 DIRECTOR 3.00 0 0 0 MARICA V MAYO 2770 52D STREETNW WASHINGTON DC 20008 DIRECTOR 3.00 0 0 0 ELIZABETH LOFTUS 1809 WATERVALE WAY VIENNA VA 22182 DIRECTOR 3.00 0 0 0 CAROLYN SERRAINO 6819 ELM STREET SUITE 10 MCLEAN VA 22101 DIRECTOR OF RESEARCH 40.00 75000 3933 0 0 WELLS FARGO ADVISORS 1753 PINNACLE DRIVE 4TH FLOOR MCLEAN VA 22102 INVESTMENT ADVISORY FEE 65068 0 COMMUNITY 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. 484370 CLINICAL 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. 53819 0 0 20834423 42163 0 20876586 0 0 20876586 313149 20563437 1028172 1028172 2768 2768 1025404 0 1025404 0 1025404 1141593 0 1141593 1025404 0 0 36969 36969 1141593 0 0 0 1025404 116189 0 0 153158 0 0 0 0 0 0 0 153158 36969 116189 X BOBBY JONES & CHIARI SYRINGOMYELIA FOUNDATION 29 CREST LOOP STATEN ISLAND NY 10312 PC GENERAL SUPPORT 1000 FRIENDS OF THE ENDOWMENT OF THE DIPLOMATIC RECEPTION US DEPARTMENT OF STATE M/FA-ROOM 8213 2201 C STREET WASHINGTON DC 20520 PC GENERAL SUPPORT 1000 MCLEAN VOLUNTEER FIRE DEPARTMENT 1455 LAUGHLIN AVENUE MCLEAN VA 22101 PC GENERAL SUPPORT 100 METRO WASHINGTON CHAPTER 10221 RIVER ROAD P O 60868 POTOMAC MD 208590868 PC GENERAL SUPPORT 200 THE CHILDREN'S LAW CENTER INC 501 3RD STREET NW 8TH FLOOR WASHINGTON DC 20001 PC GENERAL SUPPORT 1000 VANGUARD CHARITABLE ENDOWMENT P O BOX 9509 WARWICK RI 028899509 PC RESEARCH AND EUCATION IN AUTOIMMUNE DISEASES 600000 WIKIMEDIA C/O WIKIMEDIA FOUNDATION 1 MONTGOMERY STREET SUITE 1600 SAN FRANCISCO CA 94104 PC GENERAL SUPPORT 104 603404 0 14 14801 14 356202 18 -547872 OTHER INCOME 01 38 TAX REFUND 01 241 0 -176590 0 -176590 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT J MEYER FOUNDATION 9800 SOTWEED DRIVE POTOMAC MD 20854 5000 X TAX RETURN PREPARATION AND ACCOUNTING 35123 17562 17561 ISHARES TR SHORT TERM CORP BOND ETF 158168 149129 PIMCO 1-5 YR TIPS INDEX ETF 631425 590729 PIMCO FDS PAC INVT MGMT SER LOW DURATION FD - CLASS CL 324898 302025 PIMCO SHORT TERM FD INSTL CL 177656 173720 VANGUARD INTERMEDIATE TERM CORP BOND ETF 108767 97665 ALPHABET TECHNOLOGY INC 35362 78639 AMAZON.COM, INC. 42865 51963 AMERICAN FUNDS - WASHINGTON MUTUAL FUND 82777 104492 APPLE INC 15656 71326 COSTCO WHOLESALE CORP - NEW 5352 14548 ENERGY SELECT SECTOR SPDR ETF 232382 246044 INDUSTRY SELECT SECTOR SPDR ETF 204287 238828 INVESCO QQQ TR ETF UNIT SER 1 QQQ 784066 972733 ISHARES ETF RUSSELL 2000 IWM 554413 707423 ISHARES ETF U.S. AEROSPACE & DEFENSE 432091 500663 ISHARES CORE MSCI ETF EAFE ETF IEFA 247159 278222 ISHARES RUSSELL MIDCAP IWR 150819 172528 META PLATFORMS INC 23010 39997 MICROSOFT CORP 43891 129994 SPDR S & P 500 ETF TRUST 1350708 2602798 SPDR S & P AEROSPACE & DEFENSE ETF 211840 231978 SPDR S & P DIVIDEND ETF 245498 271059 VANGUARD DIVIDEND APPRECIATION ETF 866228 1093067 VANGUARD GROWTH VUG 1244629 2175366 VANGUARD HEALTH CARE ETF 289268 375867 VANGUARD INDEX FDS - S & P 500 ETF 1195766 1786726 VANGUARD INFORMATION TECHNOLOGY ETF 861356 1519579 VANGUARD MID-CAP ETF 417888 496896 VANGUARD RUSSELL ETF 1000 VALUE VONG 654043 1101134 VANGUARD RUSSELL ETF 1000 VALUE VONV 769947 970878 4218877 4247589 0 0 GENERAL GOVERNANCE AND COUNSEL 22126 0 22126 JEAN BOEK DECEASED 2022 NONE 522420 522420 2017-12 2022-06 NONE STATED 0.000000000000 NONE WORKING CAPITAL WHEN ORGANIZATION OPERATED AS A PUBLIC CHARITY NONE OFFICE EXPENSE 15703 785 14918 INSURANCE 6766 338 6428 WEBSITE DEVELOPMENT 38088 0 38088 OTHER INCOME 38 38 TAX REFUND 241 241 COST BASIS ADJUSTMENT FROM PRIOR YEAR 14243 INVESTMENT MANAGEMENT FEES 108388 108388 0 PROGRAM CONSULTANTS 76254 0 76254