2025-11-07T10:02:30-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 2 BETHESDA METRO CENTER SUITE 910 BETHESDA MD 20814 990PF 2024-01-01 541075268 WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE INSTITUTE WALT 7034023745 6819 ELM STREET 10 MCLEAN VA 22101 SANDRA BOEK WERNESS PRESIDENT & CEO 7034023745 2025-11-05 1 1 AMANDA ADAMS P00748038 3016549000 2025-11-05 2024 2025-03-06 01:10:19Z X 24143335 X 5000 467463 467463 170396 2776334 170396 171 171 643030 638030 287451 28745 258706 85072 0 85072 34076 3408 30668 34395 0 34395 24187 12093 12094 184259 96756 87503 3420 0 0 20947 0 20947 24196 0 24196 81462 1435 80027 779465 142437 633608 964039 964039 1743504 142437 1597647 -1100474 495593 4523 56745 56745 25130 32835 32835 4218877 1070275 1075760 11070068 10963783 19559682 1292147 3394584 3418313 16610745 15518222 24143335 1001 522420 522420 522420 523421 X 0 0 0 0 16088325 14994801 16088325 14994801 16610745 15518222 16088325 -1100474 6950 14994801 0 14994801 PUBLICLY TRADED SECURITIES P 2776334 2605938 170396 170396 170396 6889 0 6889 0 6889 0 0 11400 0 11400 156 4355 4355 0 0 0 0 0 0 0 0 0 0 0 1 1 DC VA 1 0 0 0 0 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 27451 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 CAROLYN SERRAINO 6819 ELM STREET SUITE 10 MCLEAN VA 22101 DIRECTOR OF RESEARCH 40.00 76469 12450 0 0 WELLS FARGO ADVISORS 1753 PINNACLE DRIVE 4TH FLOOR MCLEAN VA 22102 INVESTMENT ADVISORY FEE 104737 0 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. 570247 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. 63361 0 23430065 42314 0 23472379 0 0 23472379 352086 23120293 1156015 1156015 6889 6889 1149126 0 1149126 0 1149126 1597647 0 1597647 1149126 0 0 36969 116189 153158 1597647 0 0 0 1149126 448521 0 0 601679 0 0 0 0 0 0 0 601679 36969 116189 448521 X ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION INC PO BOX 29405 SAN FRANCISCO CA 94129 PC GENERAL SUPPORT 1026 CHILDREN'S NATIONAL MEDICAL CENTER 111 MICHIGAN AVENUE NW WASHINGTON DC 20010 PC NEUROIMMUNOLOGY FELLOWSHIP AND CLINICAL STUDY COORDINATOR 20997 JOHNS HOPKINS MEDICINE 3910 KESWICK RD S BLDG 4300A BALTIMORE MD 21211 PC SCIENTIFIC RESEARCH 217000 LA JOLLA INSTITUTE FOR IMMUNOLOGY 9420 ATHENA CIRCLE LA JOLLA CA 920371387 PC LECTURE SERIES AND NAMED ASSISTANT PROFESSORSHIP 725000 WIKIMEDIA FOUNDATION INC 1 MONTGOMERY STREET SUITE 1600 SAN FRANCISCO CA 94104 PC GENERAL SUPPORT 16 964039 0 14 467463 18 170396 CLASS ACTION SETTLEMENT 01 171 0 638030 0 638030 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 24187 12093 12094 AMERICAN FUNDS WASHINGTON MUTUAL FD F2 94675 124588 LORD ABBETT INVT TR SHORT DURATION INCOME FD CLASS I 1102183 1099597 PIMCO FDS PAC INVT MGMT SER LOW DURATION FD 1397726 1393714 PIMCO SHORT TERM FD INST CL PTSHX 800000 800414 ALPHABET TECHNOLOGY INC 94341 182611 AMAZON.COM, INC. 122233 184726 APPLE INC 16023 93223 COSTCO WHOLESALE CORP 5785 20756 ENERGY SELECT SECTOR SPDR ETF 240923 259589 INDUSTRY SELECT SECTOR SPDR ETF 208287 280132 INVESCO QQQ TR ETF UNIT SER 1 QQQ 791358 1222207 ISHARES ETF RUSSELL 2000 IWM 549702 767026 ISHARES ETF U.S. AEROSPACE & DEFENSE 695694 872622 ISHARES RUSSELL MIDCAP IWR 153331 198812 META PLATFORMS INC 23236 66407 MICROSOFT CORP 44959 146747 SPDR S & P 500 ETF TRUST 1389271 3252187 SPDR S & P AEROSPACE & DEFENSE ETF 213723 286044 SPDR S & P DIVIDEND ETF 252905 293901 VANGUARD DIVIDEND APPRECIATION ETF 888053 1278725 VANGUARD GROWTH VUG 1258039 2886457 VANGUARD HEALTH CARE ETF 295101 385883 VANGUARD INDEX FDS - S & P 500 ETF 1093060 1961803 VANGUARD INFORMATION TECHNOLOGY ETF 873050 1964999 VANGUARD INTERMEDIATE TERM CORP BOND ETF 10998 11142 VANGUARD MID-CAP ETF 426359 572919 VANGUARD RUSSELL ETF 1000 VALUE 662141 1466701 VANGUARD RUSSELL ETF 1000 VALUE 655211 904063 1070275 1075760 0 0 GENERAL GOVERNANCE AND COUNSEL 34395 0 34395 JEAN BOEK DECEASED 2022 NONE 522420 522420 2017-12 2023-06 NONE STATED 0.000000000000 NONE WORKING CAPITAL WHEN ORGANIZATION OPERATED AS A PUBLIC CHARITY NONE INSURANCE 2998 150 2848 LEGAL SETTLEMENT 52500 0 52500 OFFICE EXPENSES 25704 1285 24419 STATE FILING FEES 260 0 260 CLASS ACTION SETTLEMENT 171 171 171 COST BASIS ADJUSTMENT FROM PRIOR YEAR 6950 INVESTMENT MANAGEMENT FEES 96756 96756 0 PROGRAM CONSULTANTS 68581 0 68581 WEBSITE REDESIGN 18922 0 18922 EXCISE TAX 3420 0 0