Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
INSTITUTE
Number and street (or P.O. box number if mail is not delivered to street address)6819 ELM STREET NO 10
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MCLEAN, VA22101
A Employer identification number

54-1075268
B Telephone number (see instructions)

(703) 402-3745
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$19,307,931J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 26,965 26,965 26,965
4 Dividends and interest from securities... 381,825 381,825 381,825
5a Gross rents............ 30,800 30,800 30,800
b Net rental income or (loss) -14,659
6a Net gain or (loss) from sale of assets not on line 10 353,832
b Gross sales price for all assets on line 6a 1,926,966
7 Capital gain net income (from Part IV, line 2)... 353,832
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 793,422 793,422 439,590
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 193,654 38,731 38,731 116,192
14 Other employee salaries and wages...... 46,805 0 0 46,805
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 17,362 2,083 2,083 13,196
b Accounting fees (attach schedule)....... Click to see attachment 14,648 7,324 7,324 0
c Other professional fees (attach schedule).... Click to see attachment 36,158 0 0 36,158
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 20,834 13,378 20,834 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 6,535 6,535 6,535
20 Occupancy.............. 37,490 25,546 26,290 11,200
21 Travel, conferences, and meetings....... 15,983 0 0 15,983
22 Printing and publications.......... 4,393 0 0 4,393
23 Other expenses (attach schedule)....... Click to see attachment 137,496 0 0 76,496
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 531,358 93,597 101,797 320,423
25 Contributions, gifts, grants paid....... 909,231 909,231
26 Total expenses and disbursements. Add lines 24 and 25 1,440,589 93,597 101,797 1,229,654
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -647,167
b Net investment income (if negative, enter -0-) 699,825
c Adjusted net income (if negative, enter -0-)... 337,793
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 50,400 3,139 3,139
2 Savings and temporary cash investments......... 3,250,244 1,915,518 1,915,518
3 Accounts receivable bullet151,800
Less: allowance for doubtful accounts bullet   153,991 151,800 151,800
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 243,545 0 0
b Investments—corporate stock (attach schedule)....... 14,254,281 Click to see attachment14,567,299 13,445,160
c Investments—corporate bonds (attach schedule)....... 2,112,567 Click to see attachment2,185,143 2,112,290
11 Investments—land, buildings, and equipment: basis bullet293,831
Less: accumulated depreciation (attach schedule) bullet129,555   Click to see attachment164,276 1,680,024
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet   170,811 0 0
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,235,839 18,987,175 19,307,931
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 674,220 674,220
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,377,529 Click to see attachment1,227,529
23 Total liabilities (add lines 17 through 22)......... 2,051,749 1,901,749
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 18,184,090 17,085,426
30 Total net assets or fund balances (see instructions)..... 18,184,090 17,085,426
31 Total liabilities and net assets/fund balances (see instructions). 20,235,839 18,987,175
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,184,090
2
Enter amount from Part I, line 27a .....................
2
-647,167
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,536,923
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
451,497
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
17,085,426
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a AB DISCOVERY GROWTH FUND - ADV P 2017-07-21 2018-06-12
b PRICELINE GROUP INC/THE P 2017-07-21 2018-02-20
c PRICELINE GROUP INC/THE P 2017-07-21 2018-02-16
d PROCTER & GAMBLE CO/THE P 2017-07-21 2018-05-21
e PROGRESSIVE CORP P 2017-07-21 2018-10-19
PROGRESSIVE CORP P 2017-07-21 2018-11-06
QUEST DIAGNOSTICS INC. P 2017-11-01 2018-04-02
QUEST DIAGNOSTICS INC. P 2017-08-14 2018-04-02
QUEST DIAGNOSTICS INC. P 2017-07-21 2018-04-02
QUEST DIAGNOSTICS INC. P 2017-12-13 2018-04-02
RESIDEO TECHNOLOGIES INC P 2017-07-21 2018-10-30
S&P GLOBAL INC P 2017-07-21 2018-09-28
SCHLUMBERGER LTD P 2017-07-21 2018-09-07
PIMCO INVT GRADE CORP CLASS I P 2017-11-01 2018-01-31
SCHLUMBERGER LTD P 2017-07-21 2018-09-10
TEXAS INSTRUMENTS INC P 2017-07-21 2018-05-11
TYSON FOODS INC. - CL A P 2017-07-21 2018-07-23
TYSON FOODS INC. - CL A P 2018-05-15 2018-07-23
TYSON FOODS INC. - CL A P 2017-07-21 2018-01-16
TYSON FOODS INC. - CL A P 2018-06-05 2018-07-23
TYSON FOODS INC. - CL A P 2017-10-03 2018-07-23
UNIVERSITY VA P 2009-01-23 2018-06-01
US BANCORP P 2017-07-21 2018-01-11
VERIZON COMMUNICATIONS INC P 2018-05-21 2018-10-12
VISA INC - CLASS A SHARES P 2017-07-21 2018-09-07
VISA INC - CLASS A SHARES P 2017-07-21 2018-08-01
WALMART INC P 2017-07-21 2018-11-12
TEXAS INSTRUMENTS INC P 2017-07-21 2018-07-19
PIMCO INVT GRADE CORP CLASS I P 2017-12-28 2018-01-31
PIMCO INVT GRADE CORP CLASS I P 2017-09-01 2018-01-31
PIMCO INVT GRADE CORP CLASS I P 2017-10-02 2018-01-31
LORD ABBETT INV P 2017-08-29 2018-04-13
LORD ABBETT INVT TR P 2017-08-29 2018-10-12
MARATHON PETROLEUM CORP P 2017-07-21 2018-04-18
MARATHON PETROLEUM CORP P 2017-07-21 2018-09-28
MCKESSON CROP P 2017-07-21 2018-06-06
MCKESSON CROP P 2017-07-21 2018-06-18
MCKESSON CROP P 2017-07-21 2018-06-15
MERCK & CO INC. P 2017-07-21 2018-04-19
MERCK & CO INC. P 2017-07-21 2018-06-07
MERCK & CO INC. P 2017-07-21 2018-06-06
NORFOLK SOUTHERN CORP P 2017-07-21 2018-04-26
NORFOLK SOUTHERN CORP P 2017-07-21 2018-05-15
NORFOLK SOUTHERN CORP P 2017-07-21 2018-09-28
NORTHROP GRUMMAN CORP P 2017-07-21 2018-09-07
ORACLE CORP P 2017-07-21 2018-06-14
OSHKOSH CORP P 2017-07-21 2018-01-16
OVERLAY A PORTFOLIO P 2017-07-21 2018-04-24
OVERLAY A PORTFOLIO P 2017-07-21 2018-07-24
OVERLAY A PORTFOLIO P 2017-07-21 2018-10-23
PIMCO ETF TRUST P 2017-07-07 2018-01-09
PIMCO ETF TRUST P 2017-07-07 2018-01-09
PIMCO FDS PAC INVT P 2017-08-29 2018-07-13
PIMCO INVT GRADE CORP CLASS I P 2017-12-14 2018-01-31
PIMCO INVT GRADE CORP CLASS I P 2018-01-02 2018-01-31
PIMCO INVT GRADE CORP CLASS I P 2017-08-29 2018-01-31
PIMCO INVT GRADE CORP CLASS I P 2017-12-14 2018-01-31
PIMCO INVT GRADE CORP CLASS I P 2017-12-01 2018-01-31
WEITZ FDS PARTNERS P 2017-12-28 2018-01-09
WEITZ FDS PARTNERS P 2015-06-26 2018-01-09
WEITZ FDS PARTNERS P 2014-12-29 2018-01-09
WEITZ FDS PARTNERS P 2014-06-26 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 1998-10-28 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2002-09-23 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2003-09-22 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2000-06-23 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2009-03-16 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2003-06-23 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2002-03-25 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2001-10-03 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2004-03-22 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2001-06-22 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2001-03-23 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2006-03-20 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2005-09-19 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 1999-12-27 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2008-03-17 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2005-12-19 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2004-09-20 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2004-06-21 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2003-12-22 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 1999-02-09 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 1999-02-09 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 1999-03-24 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2001-12-21 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2000-12-22 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2006-06-19 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2004-12-20 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2002-12-23 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2002-06-24 2018-01-09
LORD ABBETT INV P 2017-08-29 2018-07-13
WELLS FARGO DIVERSIFIED CAPITAL P 2003-03-24 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 1999-06-25 2018-01-09
WEITZ FDS PARTNERS P   2018-01-09
WEITZ FDS PARTNERS P 2015-12-29 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2005-06-20 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2006-09-18 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2007-06-18 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2007-03-19 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2007-11-19 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2008-11-20 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2008-09-15 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2007-12-17 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2008-12-15 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2005-03-21 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 1998-11-27 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2005-03-21 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2005-04-14 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2007-09-17 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2005-12-19 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2009-06-15 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 1999-09-23 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2005-09-19 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2005-04-14 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2008-06-16 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2006-12-18 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2005-06-20 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2000-03-24 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 2000-09-22 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 1998-12-24 2018-01-09
WELLS FARGO DIVERSIFIED CAPITAL P 1998-11-27 2018-01-09
L3 TECHNOLOGIES INC P 2017-07-21 2018-01-10
KIMBERLY-CLARK CORP P 2017-07-21 2018-01-11
JPMORGAN CHASE & CO P 2017-07-21 2018-11-06
BROADRIDGE FINANCIAL SOLUTIO P 2018-10-12 2018-12-26
CAPITAL DISTRIBUTION - AB P   2018-12-31
CAPITAL DISTRIBUTION - WELLS FARGO P   2018-12-31
CARNIVAL CORP P 2018-04-03 2018-07-24
CARNIVAL CORP P 2018-04-03 2018-07-23
CARNIVAL CORP P 2018-04-03 2018-07-19
CBS CORP-CLASS B NON VOTING P 2017-07-21 2018-05-11
CBS CORP-CLASS B NON VOTING P 2017-07-21 2018-05-07
CBS CORP-CLASS B NON VOTING P 2017-07-21 2018-05-14
CBS CORP-CLASS B NON VOTING P 2017-07-21 2018-05-07
CDW CORP/DE P 2017-07-21 2018-05-23
CDW CORP/DE P 2017-07-21 2018-05-21
CDW CORP/DE P 2017-07-21 2018-05-21
CERNER CORP P 2017-09-06 2018-05-11
CERNER CORP P 2017-09-06 2018-04-09
CERNER CORP P 2017-09-15 2018-05-15
CERNER CORP P 2017-08-31 2018-04-09
CERNER CORP P 2017-09-06 2018-05-15
CIGNA CORP P 2017-07-21 2018-04-04
CIGNA CORP P 2017-07-21 2018-04-05
CIGNA CORP P 2017-07-21 2018-09-28
CISCO SYSTEMS INC P 2017-07-21 2018-11-06
CITIGROUP INC P 2018-01-11 2018-07-19
CME GROUP INC P 2018-05-22 2018-11-06
CME GROUP INC P 2018-04-27 2018-11-06
CME GROUP INC P 2018-04-26 2018-11-06
CME GROUP INC P 2018-04-18 2018-11-06
BROADRIDGE FINANCIAL SOLUTIO P 2018-10-24 2018-12-28
COSTCO WHOLESALE CORP P 2017-07-21 2018-09-07
BROADRIDGE FINANCIAL SOLUTIO P 2018-10-18 2018-12-26
BOEING CO/THE P 2017-08-02 2018-07-19
AB DISCOVERY GROWTH FUND - ADV P 2017-07-21 2018-06-07
AB DISCOVERY GROWTH FUND - ADV P 2017-07-21 2018-05-18
AETNA INC P 2017-07-21 2018-04-02
AETNA INC P 2017-07-21 2018-04-04
AETNA INC P 2017-07-21 2018-10-12
AETNA INC P 2017-07-21 2018-11-29
ALLSTATE CORP P 2017-09-29 2018-01-23
ALLSTATE CORP P 2017-07-21 2018-01-23
ALPHABET INC-CL C P 2017-07-21 2018-08-01
ALPHABET INC-CL C P 2017-07-21 2018-08-16
ALPHABET INC-CL C P 2017-07-21 2018-09-07
ALTRIA GROUP INC. P 2017-07-21 2018-06-11
ALTRIA GROUP INC. P 2017-07-21 2018-06-18
AMERICAN INTERNATIONAL GROUP P 2017-07-21 2018-06-05
AMERICAN INTERNATIONAL GROUP P 2017-07-21 2018-06-14
AMERICAN INTERNATIONAL GROUP P 2017-07-21 2018-06-15
APPLE INC P 2017-07-21 2018-04-02
APPLE INC P 2017-07-21 2018-05-11
APPLE INC P 2017-07-21 2018-05-02
APPLE INC P 2017-07-21 2018-04-18
BANK OF AMERICA CORP P 2017-07-21 2018-04-18
BANK OF AMERICA CORP P 2017-07-21 2018-09-28
BANK OF AMERICA CORP P 2017-07-21 2018-10-12
BERNSTEIN INTERMEDIATE P 2017-07-21 2018-04-24
BERNSTEIN INTERMEDIATE P 2017-07-21 2018-07-24
BERNSTEIN INTERMEDIATE P 2017-07-21 2018-10-23
BIOGEN INC. P 2017-07-21 2018-07-09
BROADRIDGE FINANCIAL SOLUTIO P 2018-10-18 2018-12-28
XILINX INC P 2017-07-21 2018-09-28
CROWN CASTLE INTL CORP P 2017-11-20 2018-10-18
CROWN CASTLE INTL CORP P 2018-02-26 2018-10-18
GARRETT MOTION INC P   2018-10-09
GNMA PASS THRU POOL P   2018-12-31
HEALTH CARE FUND ADM P   2018-12-31
HEALTH CARE FUND ADM P   2018-12-31
HESS CORP P 2017-07-21 2018-02-23
HESS CORP P 2017-07-21 2018-02-26
HP INC P 2017-07-21 2018-02-23
INTEL CORP P 2017-07-21 2018-02-20
INTEL CORP P 2017-07-21 2018-10-12
INTEL CORP P 2017-07-21 2018-09-07
INTUITIVE SURGICAL INC P 2017-07-21 2018-08-16
ISHARES SELECT P 2017-12-26 2018-01-31
ISHARES SELECT P 2017-06-30 2018-01-31
ISHARES SELECT P 2017-07-12 2018-01-31
ISHARES SELECT P 2017-05-15 2018-01-31
ISHARES SELECT P 2018-01-09 2018-01-31
ISHARES SELECT P 2018-01-09 2018-01-31
ISHARES SELECT P 2017-09-29 2018-01-31
JOHNSON & JOHNSON P 2017-07-21 2018-02-20
JOHNSON & JOHNSON P 2017-09-25 2018-05-21
JOHNSON & JOHNSON P 2017-09-22 2018-05-21
JOHNSON & JOHNSON P 2017-10-06 2018-05-22
JOHNSON & JOHNSON P 2017-07-21 2018-02-16
JOHNSON & JOHNSON P 2017-07-21 2018-05-21
JOHNSON & JOHNSON P 2017-09-25 2018-05-22
JOHNSON & JOHNSON P 2017-07-21 2018-02-21
JOHNSON & JOHNSON P 2017-07-21 2018-05-02
GARRETT MOTION INC P 2017-07-21 2018-11-02
CROWN CASTLE INTL CORP P 2017-11-01 2018-10-18
FISERV INC P 2017-07-21 2018-02-02
FACEBOOK INC-A P 2017-07-21 2018-09-07
CROWN CASTLE INTL CORP P 2017-10-13 2018-10-18
CROWN CASTLE INTL CORP P 2017-10-04 2018-10-18
CROWN CASTLE INTL CORP P 2017-10-31 2018-10-18
CVS HEALTH CORP P 2018-11-29 2018-12-21
CVS HEALTH CORP P   2018-12-10
DEVON ENERGY CORPORATION P 2017-07-21 2018-02-16
DEVON ENERGY CORPORATION P 2017-07-21 2018-05-02
DOW DUPONT INC P 2017-09-14 2018-07-23
DOW DUPONT INC P 2017-07-21 2018-07-20
DOW DUPONT INC P 2017-07-21 2018-07-23
DOW DUPONT INC P 2017-09-14 2018-07-24
DOW DUPONT INC P 2017-07-21 2018-07-19
DOW DUPONT INC P 2017-07-21 2018-04-19
EATON CORP P 2017-07-21 2018-04-02
EBAY INC P 2017-07-21 2018-10-01
EBAY INC P 2017-07-21 2018-10-02
EDISON INTERNATIONAL P 2017-07-25 2018-02-21
EDISON INTERNATIONAL P 2017-07-25 2018-07-02
EDISON INTERNATIONAL P 2017-07-25 2018-02-21
EDISON INTERNATIONAL P 2017-07-25 2018-11-08
EDISON INTERNATIONAL P 2017-07-25 2018-11-06
EDISON INTERNATIONAL P 2017-07-25 2018-11-07
EDWARDS LIFESCIENCES P 2017-07-21 2018-06-05
EDWARDS LIFESCIENCES P 2017-07-21 2018-08-16
EOG RESOURCES INC P 2017-07-21 2018-06-05
EXXON MOBIL CORP P 2017-12-07 2018-12-21
EXXON MOBIL CORP P 2017-12-06 2018-12-21
FACEBOOK INC-A P 2017-07-21 2018-08-01
XILINX INC P 2017-07-21 2018-08-01
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,895   1,476 419
b 1,900   1,999 -99
c 5,651   5,998 -347
d 2,062   2,477 -415
e 1,344   881 463
2,441   1,622 819
1,370   1,305 65
1,370   1,493 -123
4,305   4,814 -509
2,544   2,532 12
379   438 -59
3,355   2,605 750
3,091   3,462 -371
735   749 -14
3,370   3,729 -359
3,278   2,450 828
4,598   4,395 203
1,405   1,471 -66
4,444   3,418 1,026
2,618   2,823 -205
1,149   1,288 -139
240,000   240,000 0
10,807   9,951 856
2,187   1,977 210
3,157   2,198 959
1,794   1,299 495
1,359   988 371
2,535   1,796 739
26   26 0
48   50 -2
756   771 -15
6,685   6,829 -144
7,173   7,415 -242
1,508   1,054 454
5,306   3,605 1,701
2,905   3,317 -412
4,247   4,810 -563
1,652   1,825 -173
1,468   1,568 -100
1,485   1,506 -21
3,141   3,200 -59
1,318   1,058 260
1,955   1,529 426
3,615   2,352 1,263
1,804   1,588 216
4,083   4,473 -390
6,345   4,826 1,519
4,315   4,056 259
974   910 64
983   979 4
17,773   17,789 -16
312,305   312,574 -269
2,179   2,254 -75
943   955 -12
806   814 -8
244,836   250,000 -5,164
950   962 -12
787   799 -12
3,553   3,447 106
10,923   11,021 -98
6,103   6,420 -317
1,109   1,144 -35
32,700   24,411 8,289
756   500 256
589   429 160
683   557 126
2,041   784 1,257
496   357 139
770   563 207
763   529 234
541   417 124
729   552 177
760   557 203
1,107   939 168
510   416 94
894   721 173
717   563 154
78   65 13
750   572 178
729   547 182
646   485 161
9,370   7,347 2,023
16,526   12,943 3,583
682   535 147
833   605 228
461   360 101
1,005   822 183
991   785 206
754   502 252
825   576 249
4,919   5,049 -130
713   476 237
650   527 123
116,930     116,930
19,598   16,457 3,141
487   394 93
1,301   1,094 207
1,179   1,096 83
893   783 110
15,453   13,183 2,270
45,605   17,119 28,486
852   600 252
1,412   1,225 187
1,855   705 1,150
289   228 61
196   155 41
503   397 106
80   63 17
1,011   920 91
881   736 145
1,134   536 598
785   608 177
222   181 41
40   31 9
1,346   1,166 180
673   599 74
207   167 40
522   442 80
923   760 163
603   474 129
76   60 16
6,771   5,832 939
6,151   6,728 -577
3,782   3,193 589
1,877   2,338 -461
117,884     117,884
3,170     3,170
2,145   2,383 -238
1,687   1,868 -181
1,708   1,868 -160
2,146   2,676 -530
52   65 -13
1,277   1,566 -289
3,638   4,568 -930
1,507   1,205 302
1,672   1,332 340
1,346   1,078 268
1,701   1,900 -199
1,710   2,035 -325
1,280   1,576 -296
1,311   1,551 -240
1,280   1,493 -213
2,018   2,091 -73
2,709   2,788 -79
4,944   4,182 762
1,525   1,052 473
2,903   3,168 -265
2,239   1,917 322
2,426   2,043 383
4,292   3,654 638
2,426   2,148 278
1,715   2,106 -391
1,936   1,204 732
469   593 -124
2,863   1,923 940
1,290   1,024 266
1,435   1,178 257
2,017   1,874 143
2,207   2,031 176
2,604   2,031 573
12,488   9,216 3,272
3,039   2,752 287
10,839   9,550 1,289
3,647   2,911 736
6,087   4,852 1,235
5,822   4,852 970
3,732   4,700 -968
5,476   7,123 -1,647
1,290   1,538 -248
6,357   7,436 -1,079
3,146   3,654 -508
1,680   1,502 178
3,201   2,553 648
2,486   2,102 384
2,851   2,402 449
1,273   1,025 248
3,379   2,717 662
3,339   2,765 574
1,149   1,188 -39
4,485   4,639 -154
4,657   4,885 -228
1,396   1,129 267
953   1,186 -233
2,646   2,136 510
2,133   2,214 -81
3,092   3,096 -4
3     3
3,188   3,225 -37
1,998     1,998
29,602     29,602
1,572   1,446 126
4,645   4,251 394
5,059   4,304 755
4,521   3,402 1,119
2,252   1,736 516
3,602   2,673 929
6,291   3,729 2,562
903   883 20
436   400 36
54,975   50,065 4,910
55,177   49,998 5,179
32,702   32,294 408
17,940   17,715 225
858   799 59
1,972   2,029 -57
1,119   1,183 -64
1,119   1,182 -63
1,110   1,194 -84
3,586   3,653 -67
2,860   3,112 -252
987   1,052 -65
2,877   2,976 -99
4,832   5,276 -444
148   155 -7
1,386   1,367 19
10,671   9,790 881
3,559   3,619 -60
1,813   1,750 63
2,559   2,434 125
1,813   1,825 -12
3,161   3,933 -772
34     34
3,957   3,675 282
3,416   2,844 572
66   70 -4
3,161   3,177 -16
1,576   1,589 -13
1,998   2,100 -102
3,354   3,376 -22
1,669   1,655 14
12,106   11,989 117
3,700   4,100 -400
2,374   2,649 -275
3,465   4,544 -1,079
3,030   3,760 -730
60   78 -18
3,129   3,525 -396
1,437   1,645 -208
1,388   1,567 -179
1,702   1,417 285
2,800   2,362 438
1,627   1,303 324
3,568   4,290 -722
3,499   4,208 -709
5,846   5,593 253
1,706   1,553 153
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       419
b       -99
c       -347
d       -415
e       463
      819
      65
      -123
      -509
      12
      -59
      750
      -371
      -14
      -359
      828
      203
      -66
      1,026
      -205
      -139
      0
      856
      210
      959
      495
      371
      739
      0
      -2
      -15
      -144
      -242
      454
      1,701
      -412
      -563
      -173
      -100
      -21
      -59
      260
      426
      1,263
      216
      -390
      1,519
      259
      64
      4
      -16
      -269
      -75
      -12
      -8
      -5,164
      -12
      -12
      106
      -98
      -317
      -35
      8,289
      256
      160
      126
      1,257
      139
      207
      234
      124
      177
      203
      168
      94
      173
      154
      13
      178
      182
      161
      2,023
      3,583
      147
      228
      101
      183
      206
      252
      249
      -130
      237
      123
      116,930
      3,141
      93
      207
      83
      110
      2,270
      28,486
      252
      187
      1,150
      61
      41
      106
      17
      91
      145
      598
      177
      41
      9
      180
      74
      40
      80
      163
      129
      16
      939
      -577
      589
      -461
      117,884
      3,170
      -238
      -181
      -160
      -530
      -13
      -289
      -930
      302
      340
      268
      -199
      -325
      -296
      -240
      -213
      -73
      -79
      762
      473
      -265
      322
      383
      638
      278
      -391
      732
      -124
      940
      266
      257
      143
      176
      573
      3,272
      287
      1,289
      736
      1,235
      970
      -968
      -1,647
      -248
      -1,079
      -508
      178
      648
      384
      449
      248
      662
      574
      -39
      -154
      -228
      267
      -233
      510
      -81
      -4
      3
      -37
      1,998
      29,602
      126
      394
      755
      1,119
      516
      929
      2,562
      20
      36
      4,910
      5,179
      408
      225
      59
      -57
      -64
      -63
      -84
      -67
      -252
      -65
      -99
      -444
      -7
      19
      881
      -60
      63
      125
      -12
      -772
      34
      282
      572
      -4
      -16
      -13
      -102
      -22
      14
      117
      -400
      -275
      -1,079
      -730
      -18
      -396
      -208
      -179
      285
      438
      324
      -722
      -709
      253
      153
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 353,832
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 277,655
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,097,414 22,211,019 0.049409
2016 680,591 23,125,459 0.029430
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
0.078839
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.039420
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
19,374,355
5
Multiply line 4 by line 3......................
5
763,737
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,998
7
Add lines 5 and 6........................
7
770,735
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,229,654
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 6,998
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,998
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,998
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 286
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 7,284
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.AUTOIMMUEINSTITUTE.ORG
    14
    The books are in care ofbulletSANDRA B WERNESS Telephone no.bullet (703) 402-3745

    Located atbullet6819 ELM STREET NO 10MCLEANVA ZIP+4bullet22101
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SANDRA BOEK WERNESS PRESIDENT & CEO
    70.00     		193,654 0 0
    10020 PARK ROYAL DRIVE
    GREAT FALLS,VA22066
    ALFREDA JONES MD TREASURER
    5.00     		0 0 0
    1008 BELLEVIEW ROAD
    MCLEAN,VA22102
    SUSAN GERBER SECRETARY
    1.00     		0 0 0
    122 ALDEBARON DRIVE
    MCLEAN,VA22101
    MARLENE BEKEY GOVENOR
    1.00     		0 0 0
    4624 QUARTER CHARGE DRIVE
    ANNADALE,VA22003
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 SEE STATEMENT 14 FOR DESCRIPTION OF CHARITABLE ACTIVITIES. 309,223
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    16,658,888
    b
    Average of monthly cash balances.......................
    1b
    3,010,508
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,669,396
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    19,669,396
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    295,041
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,374,355
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    968,718
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    968,718
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,998
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,998
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    961,720
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    961,720
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    961,720
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,229,654
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,229,654
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    6,998
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,222,656
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 961,720
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 205,276
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,229,654
    a Applied to 2017, but not more than line 2a 205,276
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 961,720
    e Remaining amount distributed out of corpus 62,658
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 62,658
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		62,658
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 62,658
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CHILDREN'S NATIONAL MEDICAL CENTER
    111 MICHIGAN AVE NW
    WASHINGTON,DC20010     		    1. TO FUND SCIENTIFIC RESEARCH IN AUTOIMMUNE DISEASE FOCUSING ON IMMUNOLOGY OF CELIAC DISEASE PATIENTS2. TO FUND OPERATION OF MULTIDISCIPLINARY CLINIC FOR CELIAC DISEASE PATIENTS, WHICH INCLUDES GASTROENTEROLOGIST, NEUROLOGIST, NUTRITIONIST OR DIETICIAN, PHD PSYCHOLOGIST, AND CELIAC DISEASE EDUCATION SPECIALIST ONSITE.3. TO FUND REMOTE OUTREACH OF GI HEATH CARE SERVICES TO LESSER SERVED COMMUNITIES SUCH AS ST. MARY'S COUNTY, MARYLAND.4. CO-PRODUCTION OF EDUCATIONAL PROGRAMMING INCLUDING PODCASTS, AND OTHER COLLABORATIONS, ON AUTOIMMUNE DISEASE RELATED SUBJECTS. 600,000
    JOHNS HOPKINS UNIVERSITY CO AMY M HELSEL
    550 NORTH BROADWAY SUITE 736A
    BALTIMORE,MD21205     		    GRANT TO FUND THREE YEARS OF POSTDOCTURAL STUDY USING MICE MODELS TO MONITOR THE DEVELOPMENT OF AUTOIMMUNE DISEASE WHICH FREQUENTLY OCCURS WITHIN SIX MONTHS OF CANCER IMMUNOTHERAPY. THIS STUDY IS UNIQUE IN THAT IT TRACKS THE INITIAL BEGINNINGS OF THE DEVELOPMENT OF AUTOIMMUNE DISEASE. SUPERVISING PHYSICIAN SCIENTIST: PATRICIO CATUREGLI, DIRECTOR OF IMMUNOLOGY LABORATORY, AUTOIMMUNE DISEASE RESEARCH CENTER. 300,000
    ARCS FOUNDATION METRO WASHINGTON CHAPTER
    PO BOX 60868
    POTOMAC,MD20859     		    SUPPORT/FUNDING FOR POSTGRADUATE (SOME COLLEGE SENIORS) STUDENTS' RESEARCH IN SCIENCE AND ENGINEERING AT FIVE AREA UNIVERSITIES. RESEARCH PROJECTS INCLUDE INVESTIGATIONS OF ASPECTS OF AUTOIMMUNE DISEASE. 1,089
    US DEPARTMENT OF STATE
    2201 C STREET NW
    WASHINGTON,DC20520     		    TO NETWORK WITH VERY ACTIVE PHILANTHROPIC COMMUNITY TO PROMOTE AWARENESS OF GAI, ITS IMPORTANCE AND ACCOMPLISHMENTS, AND DEVELOP FUNDRAISING NETWORK 1,000
    REFUGEES INTERNATIONAL
    2001 S STREET NW SUITE 700
    WASHINGTON,DC20009     		    TO SUPPORT THE PUBLICIZING OF THE HEALTH CONDITIONS OF REFUGEE POPULATIONS; TO NETWORK WITH VERY ACTIVE PHILANTHROPIC COMMUNITY TO PROMOTE AWARENESS OF GAI, ITS IMPORTANCE AND ACCOMPLISHMENTS, FOR FURTHER DEVELOPMENT OF GAI'S FUNDRAISING NETWORK. 1,302
    LEGAL INFORMATION INSTITUTE
    477 MYRON TAYLOR HALL CORNELL LAW
    SCHOOL
    ITHACA,NY14853     		    TO SUPPORT THIS ORGANIZATION WITH APPRECIATION FOR FREE LEGAL RESEARCH THEY PROVIDE IN THE AREA OF NONPROFIT ORGANIZATIONS. 15
    ORDER OF ST JOHN USA PRIORY
    1850 M STREET NW SUITE 1070
    WASHINGTON,DC200365856     		    TO FUND AND SUPPORT THE JERUSALEM EYE HOSPITAL WHICH TREATS AUTOIMMUNE DISEASES AFFECTING THE EYES, INCLUDING RESULTING FROM UNTREATED DIABETES OF POOR AND UNDERSERVED POPULATIONS OF PALESTINIANS. THIS IS A DEDICATED AND HONORARY PHILANTHROPIC SOCIETY WHICH HAS BEEN IN EXISTENCE FOR HUNDREDS OF YEARS, TO WHICH GAI'S EXECUTIVE DIRECTOR HAS BEEN INDUCTED, ON BEHALF OF GAI. 1,325
    CROHN'S AND COLITIS FOUNDATION OF WASHINGTON DCVVIRGINIA
    11900 PARKLAWN DRIVE SUITE 360
    ROCKVILLE,MD20852     		    SUPPORT AND FUNDING OF ORGANIZATION WHICH BENEFITS PATIENTS AND FUNDS IMPORTANT SCIENTIFIC RESEARCH IN SERIOUS AUTOIMMUNE RELATED CONDITION. GAI HAS A STRONG INTEREST IN DIGESTION/GUT RELATED AUTOIMMUNE DISEASES. 2,500
    BOBBY JONES CHIARI & SYRINGOMYELIA FOUNDATION
    29 CREST LOOP
    STATEN ISLAND,NY10312     		    TO SUPPORT AND FUND THIS ORGANIZATION'S FURTHERANCE OF LIFESAVING PATIENT SUPPORT, PUBLIC AWARENESS, EXPLORATION AND DEVELOPMENT OF TREATMENT, AND RESEARCH DEVELOPMENT AND FUNDING FOR, A LITTLE UNDERSTOOD AND UNDERTREATED SERIOUS AUTOIMMUNE CONDITION WITHIN THE FAMILY OF AUTOIMMUNE EHLERS DANLOS DISEASE. 2,000
    Total .................................bullet 3a 909,231
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 26,965  
    4 Dividends and interest from securities....     14 381,825  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......     14 -14,659  
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 353,832  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 747,963 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    747,963
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 14,648 7,324 7,324 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    CHILDREN'S FURNITURE   17,500 17,500 SL 5.000000000000 0 0 0  
    5011 LOWELL STREET PROPERTY   77,742 77,742 SL 40.000000000000 0 0 0  
    EQUIPMENT 2013-08-15 3,180 2,809 SL 5.000000000000 371 371 371  
    EQUIPMENT 2014-01-30 1,399 1,095 SL 5.000000000000 280 280 280  
    FURNITURE 2014-02-21 17,500 17,500 SL 5.000000000000 0 0 0  
    5011 LOWELL STREET REMODELLING 2016-11-30 176,510 6,374 SL 30.000000000000 5,884 5,884 5,884  

    TY 2018 GeneralExplanationAttachment
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Identifier Return Reference Explanation
      PART IX-A C, LINE 1 THE ORGANIZATION CONTINUED ITS PARTNERSHIP WITH THE CHILDREN'S NATIONAL MEDICAL CENTER (CNMC) MAKING POSSIBLE ITS ESTABLISHMENT AND CONTINUED OPERATION OF A MULTIDISCIPLINARY CLINIC FOR CELIAC DISEASE PATIENTS, THE FIRST SUCH IN THE WORLD, NOW SERVING AS THE INTERNATIONAL GOLD STANDARD FOR CELIAC DISEASE TREATMENT AND CARE. THIS HAS LEAD TO THE ESTABLISHMENT OF A FRUITFUL AND DEDICATED COOPERATIVE COALITION OF TWELVE MAJOR CHILDREN'S HOSPITALS IN THE U.S. THIS HAS EMBARKED ON SEVERAL IMPORTANT INITIATIVES, WHICH HAVE CONTINUED TO DEVELOP AND PROGRESS (THEIR WORK INCLUDES PROJECTS INCLUDING DEVELOPMENT OF STANDARDS FOR USE OF GLUTEN CONTAINING MATERIALS IN ELEMENTARY SCHOOL CLASSROOMS, AND A SURVEY TO DETERMINE ADVERSE REACTIONS TO AND FREQUENCY OF CROSS CONTAMINATION. THE NEW MULTIDISCIPLINARY CLINIC, IN COOPERATION WITH THE RESEARCH ARM OF THE CNMC, IS ALSO CONTINUING TO CARRY OUT ITS CLINIC RESEARCH STUDY ON IMMUNOLOGICAL ASPECTS OF CELIAC DISEASE, AND TO GROW ITS PATIENT SAMPLE REGISTRY. ALSO IN PARTNERSHIP AND COLLABORATION WITH CNMC, THE ORGANIZATION IS CO-PRODUCING EDUCATIONAL MATERIALS IN AUTOIMMUNE DISEASE INCLUDING REGULAR PODCASTS, WEBINARS, WRITTEN MATERIALS, AN APP, AND AN ANNUAL GLUTEN FREE EDUCATION DAY CONFERENCE. THE ORGANIZATION FUNDED THREE YEARS OF POST-DOCTORAL RESEARCH AT JOHNS HOPKINS MEDICINE, DEPARTMENT OF IMMUNOLOGY/AUTOIMMUNE DISEASE. THE HOPE IS THAT THIS INVESTIGATION WILL RESULT IN A BREAKTHROUGH IN THE DISCOVERY OF THE PROCESS OF THE INITIAL DEVELOPMENT OF AUTOIMMUNE DISEASE, USING MOUSE MODELS, FOLLOWING CANCER IMMUNOTHERAPY. THE ORGANIZATION CONTINUED TO ATTEND PROFESSIONAL GATHERINGS INCLUDING CUTTING EDGE CONFERENCES FEATURING LEADING EXPERTS IN SCIENCE AND MEDICINE IMPACTING AUTOIMMUNE DISEASE SCIENCE AND MEDICAL TREATMENT, SO AS TO IDENTIFY THE MOST EFFECTIVE EMPLOYMENT OF ITS RESOURCES, PARTICULARLY IN SCIENTIFIC INVESTIGATIONS, AS WELL AS TO BETTER ABLE TO DEVELOP COALITIONS OF GROUPS WITH ALIGNED GOALS, AND TO LAY THE FOUNDATION FOR DEVELOPMENT OF EDUCATIONAL SYMPOSIA AND EVENTS IN THE FUTURE. ORGANIZATION EMBARKED ON DEVELOPMENT OF ITS COMPREHENSIVE NEW WEBSITE TO INFORM, SUPPORT AND EDUCATE (DISSEMINATE ITS EDUCATIONAL MATERIALS AND OTHERS) THE AUTOIMMUNE DISEASE SUFFERER AND MEDICAL PROFESSIONAL POPULATION. IN ADDITION, THE ORGANIZATION BEGAN TO DEVELOP PLANS FOR COMMUNITY SUPPORT ORGANIZATIONS FOR AUTOIMMUNE DISEASE SUFFERERS TO BEGIN MEETINGS IN 2019.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Name of Bond End of Year Book Value End of Year Fair Market Value
      2,185,143 2,112,290

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Name of Stock End of Year Book Value End of Year Fair Market Value
      14,567,299 13,445,160

    TY 2018 InvestmentsLandSchedule2
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    CHILDREN'S FURNITURE 17,500 17,500 0 0
    5011 LOWELL STREET PROPERTY 77,742 77,742 0 0
    EQUIPMENT 3,180 3,180 0 0
    EQUIPMENT 1,399 1,375 24 24
    FURNITURE 17,500 17,500 0 0
    5011 LOWELL STREET REMODELLING 176,510 12,258 164,252 1,680,000

    TY 2018 LegalFeesSchedule
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL EXPENSES 17,362 2,083 2,083 13,196


    TY 2018 OtherDecreasesSchedule
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Description Amount
    UNREALIZED GAINS AND LOSSES 451,497


    TY 2018 OtherExpensesSchedule
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 67,275 0 0 6,275
    INSURANCE 10,411 0 0 10,411
    EQUIPMENT 1,565 0 0 1,565
    FURNITURE 10,825 0 0 10,825
    GIFTS 969 0 0 969
    MILEAGE REIMBURSEMENT 565 0 0 565
    MOVING/STORAGE 4,174 0 0 4,174
    POSTAGE AND MAILING SERVICES 231 0 0 231
    REPAIRS AND MAINTENANCE 521 0 0 521
    SECURITY DEPOSIT 1,600 0 0 1,600
    SOFTWARE AND INTERNET SERVICES 2,506 0 0 2,506
    OFFICE SUPPLIES 8,218 0 0 8,218
    EMPLOYER LIABILITY 24,752 0 0 24,752
    PROFESSIONAL DEVELOPMENT 2,756 0 0 2,756
    NETWORKING/ADVISORS 1,128 0 0 1,128


    TY 2018 OtherLiabilitiesSchedule
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Description Beginning of Year - Book Value End of Year - Book Value
    AMOUNT DUE UNDER EMPLOYMENT AGREEMENTS 1,377,529 1,227,529


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTANTS 33,177 0 0 33,177
    PAYROLL SERVICE FEES 2,981 0 0 2,981


    TY 2018 TaxesSchedule
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INCOME TAXES 7,376 0 7,376 0
    LICENSES AND FEES 80 0 80 0
    PROPERTY TAXES 13,378 13,378 13,378 0