WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE INSTITUTE: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE INSTITUTE (EIN 54-1075268)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202523119349101232
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Loans From Officers Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T10:02:30-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 BETHESDA METRO CENTER SUITE 910 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541075268 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 7034023745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6819 ELM STREET 10 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA BOEK WERNESS | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7034023745 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 3016549000 | PhoneNum |
| Preparation | 2025-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,143,335 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $467,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $467,463 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $170,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,776,334 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $170,396 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $171 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $171 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $643,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $638,030 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $287,451 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,745 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $258,706 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $85,072 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $85,072 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,076 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,408 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $30,668 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $34,395 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $34,395 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,187 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,093 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,094 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $184,259 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96,756 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $87,503 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,420 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $20,947 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $20,947 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,196 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,196 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81,462 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,435 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $80,027 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $779,465 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $142,437 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $633,608 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $964,039 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $964,039 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,743,504 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $142,437 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,597,647 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,100,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $495,593 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,523 | CashBOYAmt |
| Cash EOY | $56,745 | CashEOYAmt |
| Cash EOYFMV | $56,745 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,130 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,835 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,835 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,218,877 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,070,275 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,075,760 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,070,068 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,963,783 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,559,682 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,292,147 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,394,584 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,418,313 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $16,610,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,518,222 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,143,335 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,001 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $522,420 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $522,420 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $522,420 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $523,421 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,088,325 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,994,801 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,088,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,994,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,610,745 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,518,222 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,088,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,100,474 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,950 | OtherIncreasesAmt |
| Subtotal | $14,994,801 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,994,801 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,776,334 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,605,938 | CostOrOtherBasisAmt |
| Gain Or Loss | $170,396 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $170,396 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $170,396 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,889 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,889 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,889 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $156 | EsPenaltyAmt |
| Overpayment | $4,355 | OverpaymentAmt |
| Applied To ES Tax | $4,355 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.AUTOIMMUNEINSTITUTE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDRA B WERNESS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7034023745 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6819 ELM STREET 10 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SANDRA BOEK WERNESS | ||||||||
| 10020 PARK ROYAL DRIVE | GREAT FALLS | VA | 22066 | EXECUTIVE DIRECTOR | 50.00 | $260,000 | $27,451 | $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 |
| 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN SERRAINO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6819 ELM STREET SUITE 10 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR OF RESEARCH | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $76,469 | CompensationAmt |
| Employee Benefits | $12,450 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1753 PINNACLE DRIVE 4TH FLOOR | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY FEE | ServiceTypeTxt |
| Compensation | $104,737 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COMMUNITY ENGAGEMENT, EDUCATION AND SUPPORT: OUR WEBSITE IS A UNIQUELY VALUABLE SOURCE OF INFORMATION AND SUPPORT FOR OUR INTERNATIONAL COMMUNITY. AS A WELL RECOGNIZED AUTHORITY ON AUTOIMMUNE DISEASE, WE ARE NIMBLE, ACCURATE, CURRENT, AND COMPREHENSIVE IN OUR RESPONSE TO CHANGING AND PRESSING NEEDS. WE COMPLETED A REDESIGN IN 2024, IN ORDER TO INCREASE CONTENT AND FUNCTIONALITY. WE CONTINUE TO HAVE VERY STRONG VIEWERSHIP. WE SENT OUT OUR MONTHLY NEWSLETTER TO THOUSANDS OF SUBSCRIBERS, ENGAGED IN SOCIAL MEDIA, PARTICIPATED IN MEETINGS AND CONFERENCES, HOSTED DINNERS, AND CONTINUED TO OFFER OUR RAISING CELIAC PODCAST BY BOSTON CHILDREN'S HOSPITAL. | Description1Txt |
| Expenses1 | $570,247 | Expenses1Amt |
| Description2 | CLINICAL AND BASIC SCIENTIFIC RESEARCH: GAI PROVIDED SUPPORT FOR MULTICENTER CLINICAL RESEARCH STUDIES IN NEUROIMMUNOLOGY AT THE CHILDREN'S NATIONAL MEDICAL CENTER, AND A NEW NEUROSCIENCE FELLOWSHIP, ALREADY IN LARGE DEMAND. GAI FUNDED TWO NEW STUDIES AT JOHNS HOPKINS MEDICAL, DEPARTMENT OF PATHOLOGY, EXPECTED TO RESULT IN PUBLICATIONS IN PROMINENT SCIENTIFIC JOURNALS. IN ADDITION, GAI FUNDED A FIVE YEAR SCIENTIFIC LECTURE SERIES AT THE LA JOLLA INSTITUTE FOR IMMUNOLOGY, TO BRING TOGETHER RESEARCH SCIENTISTS IN AUTOIMMUNE DISEASE AND RELATED IMMUNOLOGY IN THE SAN DIEGO AREA 12-24 TIMES/YEAR. GAI ALSO PROVIDED NEEDED FUNDING FOR THE PURCHASE OF THE STATE OF THE ART MASS SPECTROMETER AT THE LA JOLLA INSTITUTE OF IMMUNOLOGY (LJI). GAI DISTRIBUTED FUNDS FROM ITS DAF, CREATED DURING THE COVID PANDEMIC, TO SUPPORT A NAMED ASSISTANT PROFESSORSHIP, EXPERT IN MASS SPECTROMETRY PROTEOMICS, TO STUDY CELLULAR DECISION MAKING, CRITICAL FOR PREVENTION AND UNDERSTANDING OF AUTOIMMUNE DISEASE, AT LJI. | Description2Txt |
| Expenses2 | $63,361 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,430,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,314 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,472,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,472,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $352,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,120,293 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,156,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,156,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,889 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,889 | TotalTaxAmt |
| Distributable Before Adj | $1,149,126 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,149,126 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,149,126 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,597,647 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,597,647 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,149,126 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $36,969 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $116,189 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $153,158 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,597,647 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,149,126 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $448,521 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $601,679 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $601,679 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $36,969 | ExcessFromYear3Amt |
| Excess From Year1 | $116,189 | ExcessFromYear1Amt |
| Excess From Current Year | $448,521 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION INC | ||||||
| PO BOX 29405 | SAN FRANCISCO | CA | 94129 | PC | GENERAL SUPPORT | $1,026 |
| CHILDREN'S NATIONAL MEDICAL CENTER | ||||||
| 111 MICHIGAN AVENUE NW | WASHINGTON | DC | 20010 | PC | NEUROIMMUNOLOGY FELLOWSHIP AND CLINICAL STUDY COORDINATOR | $20,997 |
| JOHNS HOPKINS MEDICINE | ||||||
| 3910 KESWICK RD S BLDG 4300A | BALTIMORE | MD | 21211 | PC | SCIENTIFIC RESEARCH | $217,000 |
| LA JOLLA INSTITUTE FOR IMMUNOLOGY | ||||||
| 9420 ATHENA CIRCLE | LA JOLLA | CA | 920371387 | PC | LECTURE SERIES AND NAMED ASSISTANT PROFESSORSHIP | $725,000 |
| WIKIMEDIA FOUNDATION INC | ||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $16 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $964,039 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $467,463 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $170,396 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $171 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $638,030 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $638,030 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT J MEYER FOUNDATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9800 SOTWEED DRIVE | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION AND ACCOUNTING | CategoryTxt |
| Amt | $24,187 | Amt |
| Net Investment Income | $12,093 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,094 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDS WASHINGTON MUTUAL FD F2 | $94,675 | $124,588 |
| LORD ABBETT INVT TR SHORT DURATION INCOME FD CLASS I | $1,102,183 | $1,099,597 |
| PIMCO FDS PAC INVT MGMT SER LOW DURATION FD | $1,397,726 | $1,393,714 |
| PIMCO SHORT TERM FD INST CL PTSHX | $800,000 | $800,414 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET TECHNOLOGY INC | $94,341 | $182,611 |
| AMAZON.COM, INC. | $122,233 | $184,726 |
| APPLE INC | $16,023 | $93,223 |
| COSTCO WHOLESALE CORP | $5,785 | $20,756 |
| ENERGY SELECT SECTOR SPDR ETF | $240,923 | $259,589 |
| INDUSTRY SELECT SECTOR SPDR ETF | $208,287 | $280,132 |
| INVESCO QQQ TR ETF UNIT SER 1 QQQ | $791,358 | $1,222,207 |
| ISHARES ETF RUSSELL 2000 IWM | $549,702 | $767,026 |
| ISHARES ETF U.S. AEROSPACE & DEFENSE | $695,694 | $872,622 |
| ISHARES RUSSELL MIDCAP IWR | $153,331 | $198,812 |
| META PLATFORMS INC | $23,236 | $66,407 |
| MICROSOFT CORP | $44,959 | $146,747 |
| SPDR S & P 500 ETF TRUST | $1,389,271 | $3,252,187 |
| SPDR S & P AEROSPACE & DEFENSE ETF | $213,723 | $286,044 |
| SPDR S & P DIVIDEND ETF | $252,905 | $293,901 |
| VANGUARD DIVIDEND APPRECIATION ETF | $888,053 | $1,278,725 |
| VANGUARD GROWTH VUG | $1,258,039 | $2,886,457 |
| VANGUARD HEALTH CARE ETF | $295,101 | $385,883 |
| VANGUARD INDEX FDS - S & P 500 ETF | $1,093,060 | $1,961,803 |
| VANGUARD INFORMATION TECHNOLOGY ETF | $873,050 | $1,964,999 |
| VANGUARD INTERMEDIATE TERM CORP BOND ETF | $10,998 | $11,142 |
| VANGUARD MID-CAP ETF | $426,359 | $572,919 |
| VANGUARD RUSSELL ETF 1000 VALUE | $662,141 | $1,466,701 |
| VANGUARD RUSSELL ETF 1000 VALUE | $655,211 | $904,063 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,070,275 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,075,760 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE AND COUNSEL | CategoryTxt |
| Legal Fees | $34,395 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,395 | DisbursementsCharitablePrpsAmt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | JEAN BOEK DECEASED 2022 | LenderPersonNm |
| Title | NONE | TitleTxt |
| Loan Original | $522,420 | LoanOriginalAmt |
| Balance Due | $522,420 | BalanceDueAmt |
| Note | 2017-12 | NoteDt |
| Loan Maturity | 2023-06 | LoanMaturityDt |
| Repayment Terms | NONE STATED | RepaymentTermsTxt |
| Interest | 0.000000000000 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | WORKING CAPITAL WHEN ORGANIZATION OPERATED AS A PUBLIC CHARITY | LoanPurposeTxt |
| Lender Consideration | NONE | LenderConsiderationDesc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,998 | $150 | $2,848 |
| LEGAL SETTLEMENT | $52,500 | $0 | $52,500 |
| OFFICE EXPENSES | $25,704 | $1,285 | $24,419 |
| STATE FILING FEES | $260 | $0 | $260 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $171 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $171 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $171 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT FROM PRIOR YEAR | Desc |
| Amt | $6,950 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $96,756 | $96,756 | $0 |
| PROGRAM CONSULTANTS | $68,581 | $0 | $68,581 |
| WEBSITE REDESIGN | $18,922 | $0 | $18,922 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $3,420 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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