Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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 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$24,656,493J 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) 5,231
2 Check bullet.............
3 Interest on savings and temporary cash investments 839 839  
4 Dividends and interest from securities... 507,521 507,521  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,002,580
b Gross sales price for all assets on line 6a 7,782,427
7 Capital gain net income (from Part IV, line 2)... 1,002,580
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)....... Click to see attachment 1,670 1,670  
12 Total. Add lines 1 through 11........ 1,517,841 1,512,610  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 245,847 36,877   208,970
14 Other employee salaries and wages...... 60,640 0   60,640
15 Pension plans, employee benefits....... 26,989 3,247   23,741
16a Legal fees (attach schedule)......... Click to see attachment 10,023 0   10,023
b Accounting fees (attach schedule)....... Click to see attachment 6,684 3,342   3,342
c Other professional fees (attach schedule).... Click to see attachment 301,403 112,575   188,828
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 60,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 17,644 0   17,644
21 Travel, conferences, and meetings....... 1,447 0   1,447
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 230,432 0   230,432
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 961,109 156,041   745,067
25 Contributions, gifts, grants paid....... 488,844 488,844
26 Total expenses and disbursements. Add lines 24 and 25 1,449,953 156,041   1,233,911
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 67,888
b Net investment income (if negative, enter -0-) 1,356,569
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 40,633 42,229 42,229
2 Savings and temporary cash investments......... 839,517 6,202 6,202
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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).....   3,463 3,463
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)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 16,764,118 Click to see attachment18,424,021 24,604,599
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,644,268 18,475,915 24,656,493
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 522,420 522,420
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment268,704 Click to see attachment93,704
23 Total liabilities (add lines 17 through 22)......... 791,124 616,124
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 16,853,144 17,859,791
29 Total net assets or fund balances (see instructions)..... 16,853,144 17,859,791
30 Total liabilities and net assets/fund balances (see instructions). 17,644,268 18,475,915
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,853,144
2
Enter amount from Part I, line 27a .....................
2
67,888
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
938,759
4
Add lines 1, 2, and 3 ..........................
4
17,859,791
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,859,791
Form 990-PF (2021)
Form 990-PF (2021)
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(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 7,782,427   6,779,847 1,002,580
b
c
d
e
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       1,002,580
b
c
d
e
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 1,002,580
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 18,856
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 18,856
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 30,726
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 30,726
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 11,870
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet11,870 RefundedBullet 11 0
Part VI-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 the instructions
for the 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
    Yes
     
    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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.AUTOIMMUNEINSTITUTE.ORG
    14
    The books are in care ofbulletSANDRA B WERNESS Telephone no.bullet (703) 402-3745

    Located atbullet6819 ELM STREET 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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
    Yes
     
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 EXECUTIVE DIRECTOR
    50.00     		190,000 55,847 0
    10020 PARK ROYAL DRIVE
    GREAT FALLS,VA22066
    ALFREDA JONES MD TREASURER
    3.00     		0 0 0
    1008 BELLEVIEW ROAD
    MCLEAN,VA22102
    MARLENE BEKEY DIRECTOR
    2.00     		0 0 0
    4624 QUARTER CHARGE DRIVE
    ANNANDALE,VA22003
    DOROTHY WEINSTEIN DIRECTOR
    5.00     		0 0 0
    9705 LARMAR COURT
    BETHESDA,MD20817
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    LUKSHMI SOLOS PROGRAM DEVELOPMENT & STRATEGIST 59,048
    305 EAST 56TH STREET
    NEW YORK,NY10022
    MARGAUX THIEME-BURDETTE WEB PLATFORM MGMT & CONTENT DEVELOP 58,748
    527 10TH AVENUE APT 209
    SAN DIEGO,CA92101
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 EDUCATION AND COMMUNITY SUPPORT, WITH A FOCUS ON COVIDA. OUR WEBSITE AUTOIMMUNEINSTITUTE.ORG IS A UNIQUELY VALUABLE SOURCE OF INFORMATION AND SUPPORT FOR OUR AUTOIMMUNE DISEASE COMMUNITY. GAI ADDRESSES THE NEEDS AND CONCERNS DURING THE COVID PANDEMIC WITH OUR COVID AND AUTOIMMUNE DISEASE TIMELINE, IDENTIFYING AND SUMMARIZING PRIMARY SOURCE PEER REVIEWED SCIENCE AND MEDICAL STUDIES AND FACTS; PUBLISHING ORIGINAL ARTICLES ON IMPORTANT TOPICS AND DEVELOPING AND BUILDING OUT OTHER POPULAR FEATURES INCLUDING OUR SCIENCE AND MEDICINE BASED AUTOIMMUNE A-Z LIST, RESOURCE LISTS, AND MORE. WE ARE A RECOGNIZED AUTHORITY ON AUTOIMMUNE DISEASE, FIELDING INQUIRIES FROM REPORTERS AND THE GENERAL PUBLIC; AND QUICKLY RESPONDING TO TRENDS OF NEEDS AND CONCERNS OF OUR COMMUNITY. DURING 2021 WE AVERAGED 15,000 ACTIVE VIEWERS/MONTH, WITH APROXIMATELY 90,000 PAGE VIEWS. (CONTINUED) 249,000
    2 COMMUNITY ENGAGEMENT, EDUCATION AND SUPPORTSOCIAL MEDIA, COMMUNICATIONS AND OUTREACH: RAISED AWARENESS OF AD THROUGH EDUCATIONAL CAMPAIGNS AND INCREASING ENGAGEMENT ON SOCIAL MEDIA PLATFORMS INCLUDING INSTAGRAM (UP TO 170,000 VIEWS ON POSTINGS), LINKED IN, TWITTER, FACEBOOK, MEETUP, TIKTOK, AND NEWSLETTERS; PARTICIPATED IN CONFERENCES, MEETINGS, CONSENSUS GROUPS; GAVE VIRTUAL PRESENTATIONS TO INTERESTED GROUPS; CONTINUED OUR POPULAR INTERNSHIP PROGRAM FOR PUBLIC HEALTH STUDENTS. 125,000
    3 SCIENTIFIC EDUCATION AND RAISING AWARENESS OF AUTOIMMUNE DISEASESPONSORED FIRST NATURE OUTLOOK ON AUTOIMMUNE DISEASE WITH PUBLIC FREE ONLINE ACCESS FOR SIX MONTHS, INCLUDING VIA A LINK FROM OUR WEBSITE, AND PRODUCED ORIGINAL MATERIALS RAISING AWARENESS AND INFORMING THE SCIENCE AND MEDICINE COMMUNITY ABOUT OUR MISSION AND ACTIVITIES; NATURE IS A LEADING JOURNAL IN THE WORLD FOR PEER REVIEWED STUDIES, SUBSCRIBED TO BY MANY THOUSANDS OF INSTITUTIONS AND INDIVIDUALS, BOTH IN PRINT AND ONLINE. 305,000
    4 COMPLETED FUNDING OF GRANT FOR CLINICAL RESEARCH STUDY AT BOSTON CHILDREN'S HOSPITAL VIA VANGUARD CHARITABLE FOUNDATION DAF; RESEARCHED, EXPLORED, MET, AND COLLABORATED ON DEVELOPING FUTURE PROPOSALS TO FUND, WITH A SELECT GROUP OF POTENTIAL GRANTEES; MONITORED PROGRESS OF ONGOING FUNDED INVESTIGATIONS AND CHARITABLE ACTIVITIES OF OUR GRANTS ALREADY MADE; MADE LARGE DISTRIBUTION FOR GRANTS TO BE DESIGNATED IN THE FUTURE VIA VANGUARD CHARITABLE FOUNDATION DAF. 65,000
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    20,039,609
    b
    Average of monthly cash balances.......................
    1b
    342,909
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,382,518
    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
    20,382,518
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    305,738
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    20,076,780
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,003,839
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,003,839
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    18,856
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,856
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    984,983
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    984,983
    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 XII, line 1 ...
    7
    984,983
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 984,983
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 108,207
    e From 2020......  
    f Total of lines 3a through e ........ 108,207
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,233,911
    a Applied to 2020, but not more than line 2a 0
    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 2021 distributable amount..... 984,983
    e Remaining amount distributed out of corpus 248,928
    5 Excess distributions carryover applied to 2021. 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 5 357,135
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		357,135
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 108,207
    d Excess from 2020....  
    e Excess from 2021.... 248,928
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    TUDOR PLACE
    1644 31ST STREET NW
    WASHINGTON,DC20007     		  PC GENERAL SUPPORT 1,000
    PHILANTHROPIC ROUNDTABLE
    1120 20TH STREET NW SUITE 550 SOUTH
    WASHINGTON,DC20036     		  PC GENERAL SUPPORT 2,239
    BOBBY JONES CHIARI & SYRINGOMELIA FOUNDATION
    29 CREST LOOP
    STATEN ISLAND,NY10312     		  PC GENERAL SUPPORT 2,000
    ORDER OF ST JOHN USA PRIORY
    1850 M STREET NW SUITE 1070
    WASHINGTON DC,DC200365856     		  PC GENERAL SUPPORT 3,225
    VANGUARD CHARITABLE FUND
    2670 WARWICK AVENUE
    WARWICK,RI028899509     		  PC TO DESIGNATE THE FUNDS FOR A RESEARCH PROJECT 480,000
    WETA RADIO
    3939 CAMPBELL AVENUE
    ARLINGTON,VA22206     		  PC GENERAL SUPPORT 30
    ARCS FOUNDATION METRO WASHINGTON CHAPTER
    10221 RIVER ROAD
    POTOMAC,MD208590868     		  PC GENERAL SUPPORT 350
    Total .................................bullet 3a 488,844
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 839  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    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 ............     		    18 1,002,580  
    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 1,512,610 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,512,610
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    7 NONE
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
    INSTITUTE
    Employer identification number

    54-1075268
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
    INSTITUTE         		Employer identification number
    54-1075268
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ROBERT J MEYER FOUNDATION
    9800 SOTWEED DRIVE
     
    POTOMAC, MD20854

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
    INSTITUTE         		Employer identification number

    54-1075268
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
    INSTITUTE         		Employer identification number

    54-1075268
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 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 6,684 3,342   3,342

    TY 2021 GeneralExplanationAttachment
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Identifier Return Reference Explanation
    EDUCATION AND COMMUNITY SUPPORT, WITH A FOCUS OF COVID (CONTINUED0 FORM 990PF - SUMMARY OF DIRECT CHARITABLE ACTIVITIES B. COLLABORATED ON PODCASTS FOR PATIENTS, FAMILIES, PHYSICIANS AND OTHER HEALTH CARE PROVIDERS AT BOSTON CHILDREN'S HOSPITAL, PROJECTED TO REACH TENS OF THOUSANDS OF LISTENERS, TO ROLL OUT IN 2022; EXECUTED THIS FUNDING (VIA VANGUARD CHARITABLE FOUNDATION DAF).C. COMPLETED AND PUBLISHED AUTOIMMUNE DISEASE TOOLKIT, A FREE DOWNLOADABLE GUIDE TO NAVIGATING AD AND CHRONIC ILLNESS, ON WEBSITE AND VIA LINKS IN OUR NEWSLETTERS.D. HELD MONTHLY VIRTUAL SUPPORT GROUPS LED BY A PSYCHOLOGIST.

    TY 2021 InvestmentsOtherSchedule2
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AB GLOBAL BOND FUND AT COST 1,466,097 1,427,812
    BERNSTEIN INTERMEDIATE DURATION PORTFOLIO AT COST 1,422,412 1,415,819
    AB CASH AT COST 33,941 33,941
    AB DISCOVERY VALUE FUND AT COST 74,200 97,055
    AB DISCOVERY GROWTH FUND AT COST 75,126 91,734
    AB SMALL CAP CORE PORTFOLIO AT COST 49,792 67,944
    ADOBE INC AT COST 13,259 18,713
    AECOM AT COST 8,103 16,940
    ALIGN TECHNOLOGY AT COST 10,851 11,829
    ALPHABET TECHNOLOGY INC AT COST 34,572 89,701
    AMAZON.COM, INC. AT COST 39,185 56,684
    AMERICAN CAMPUS COMMUNITIES AT COST 6,359 9,338
    AMERICAN ELECTRIC POWER AT COST 12,122 15,392
    AMERICAN TOWER CORPORATION AT COST 9,275 11,408
    ANALOG DEVICES, INC. AT COST 7,182 7,734
    ANTHEM, INC AT COST 11,196 21,323
    APPLE, INC. AT COST 16,555 74,047
    AUTOZONE, INC. AT COST 7,290 18,868
    BANK OF AMERICA CORP AT COST 19,350 33,812
    BOOZ ALLEN HAMILTON HOLDLING AT COST 9,069 9,751
    CDW CORPORATION AT COST 5,111 13,311
    CHEGG, INC. AT COST 9,717 3,316
    CHEVRON CORPORATION AT COST 14,858 14,903
    CITIGROUP, INC. AT COST 11,860 10,085
    CITRIX SYSTEMS, INC. AT COST 11,745 10,121
    CME GROUP, INC. AT COST 8,289 10,966
    COCA COLA COMPANY AT COST 18,565 20,072
    COMCAST CORPORATION AT COST 19,153 24,611
    CONSTELLATION BRANDS INC AT COST 8,861 10,290
    COSTCO WHOLESALE CORP - NEW AT COST 5,631 13,625
    CSX CORPORATION AT COST 17,759 24,402
    DECKERS OUTDOOR CORPORATION AT COST 4,145 7,326
    EATON CORPORATION PLC AT COST 11,053 21,603
    EBAY, INC. AT COST 9,518 10,906
    EDWARD LIFE SCIENCES CORP AT COST 5,844 15,028
    ELECTRONC ARTS INC, AT COST 7,775 8,178
    EOG RES INC. AT COST 12,174 14,657
    ETSY INC AT COST 4,674 6,349
    FLEETCOR TECHNOLOGIES INC AT COST 8,255 7,163
    GENPACT LIMITED AT COST 9,754 14,172
    GOLDMAN SACHS GROUP INC. AT COST 19,800 33,282
    GOODYEAR TIRE & RUBBER CO AT COST 7,438 9,935
    HOME DEPOT INC. AT COST 18,338 42,746
    JOHNSON & JOHNSON AT COST 9,331 11,120
    KLA CORPORATION AT COST 8,240 10,753
    KNIGHT SWIFT TRANSPORTATION AT COST 8,741 12,736
    LINDE PLC AT COST 16,184 19,054
    LPL FINANCIAL HOLDINGS AT COST 9,213 14,088
    MEDTRONIC PLC AT COST 24,146 22,345
    META PLATFORMS INC AT COST 29,754 51,798
    MICROSOFT CORP AT COST 39,745 125,784
    MID AMERICA APARTMENT AT COST 5,136 11,931
    NEXTERA ENERGY INC AT COST 13,002 18,485
    NIKE INC AT COST 9,156 24,834
    NORTON LIFELOCK INC AT COST 17,637 16,679
    NVIDIA CORP AT COST 6,575 28,235
    NXP SEMICONDUCTORS NV AT COST 9,229 18,906
    ORACLE CORPORATION AT COST 8,605 14,477
    OSHKOSH CORPORATION AT COST 12,181 12,736
    PAYPAL HOLDINGS AT COST 8,704 13,578
    PNC FINANCIAL SERVICES GROUP AT COST 9,087 12,633
    PROCTOR & GAMBLE CO AT COST 15,408 21,429
    PROGRESSIVE CORP - OHIO AT COST 7,853 11,805
    PROLOGIS INC AT COST 7,161 13,974
    QUALCOMM, INC. AT COST 12,265 23,224
    RAYTHEON TECHNOLOGIES AT COST 20,827 20,396
    REGAL REXNORD CORPORATION AT COST 13,765 16,167
    REGENERION PHARMACEUTICALS INC AT COST 5,123 8,841
    ROBERT HALF INTERNATIONAL AT COST 8,431 13,494
    ROCHE HOLDINGS LTD AT COST 19,175 25,952
    STELLANTIS NV AT COST 11,826 13,188
    T MOBILE USA INC. AT COST 15,440 14,034
    TAKE TWO INTERACTIVE SOFTWARE AT COST 11,442 13,329
    TJX COMPANIES INC. NEW AT COST 7,178 11,844
    UNITED HEALTHCARE GROUP, INC. AT COST 27,608 54,231
    VERTEX PHARMACEURTICALS INC AT COST 14,325 14,494
    VISA INC AT COST 29,404 42,258
    WALMART INC AT COST 19,556 26,623
    WELLS FARGO & CO AT COST 24,552 24,854
    WESTERN DIGITAL AT COST 13,445 12,977
    ZIMMER BIOMER HOLDING, INC, AT COST 14,103 11,307
    ZOETIS, INC. AT COST 6,083 19,522
    ISHARES RUSSELL 2000 ETF AT COST 258,559 403,747
    SPDR S & P 500 ETF TRUST AT COST 1,404,479 2,704,420
    AB SUSTAINABLE GROWTH GLOBAL THEMATIC FUND AT COST 500,757 798,794
    AB INTERNATIONAL STRATEGIC EQ PORTFOLIO AT COST 561,723 602,658
    AB INTERNATIONAL SMALL CAP PORTFOLIO AT COST 138,858 151,060
    ISHARES TRUST CORE MSCI EAFE ETF AT COST 669,363 802,231
    AB CAP FUND INC - ALL CHINA EQUITY PORTFOLIO AT COST 157,331 172,080
    WF CASH AT COST 10,857 10,857
    INDUSTRY SELECT SECTOR SPDR ETF AT COST 197,172 214,089
    INVESCO QQQ TR UNIT SER 1 ETF AT COST 773,561 932,198
    ISHARES TR SHORT TERM CORP BOND ETF AT COST 166,298 164,030
    PIMCO 1-5 YR TIPS INDEX ETF AT COST 587,388 590,768
    SELECT SECTOR SPDR CONSUMER DISCRETIONARY ETF AT COST 153,755 256,611
    SPDR S & P DIVIDEND ETF AT COST 231,826 265,600
    VANGUARD DIVIDEND APPRECIATION ETF AT COST 633,557 847,842
    VANGUARD DIVIDEND ETF AT COST 1,023,184 1,994,259
    VANGUARD HEALTH CARE ETF AT COST 188,208 284,452
    VANGUARD INDEX FDS - S & P 500 ETF AT COST 1,065,600 1,643,934
    VANGUARD INFORMATION TECHNOLOGY ETF AT COST 743,395 1,313,285
    VANGUARD INTERMEDIATE TERM CORP BOND ETF AT COST 1,039,405 1,043,729
    VANGUARD MID-CAP ETF AT COST 331,733 471,515
    VANGUARD RUSSELL 1000 VALUE ETF AT COST 632,723 837,169
    VANGUARD RUSSELL 1000 GROWTH ETF AT COST 536,461 981,229
    VANGUARD SMALL CAP WB ETF AT COST 327,268 427,220
    AMERICAN FUNDS - WASHINGTON MUTUAL FUND AT COST 70,900 96,992
    LORD ABBETT INVT TR- SHORT DURATION INCOME FD - CLASS J AT COST 561,359 545,958
    PIMCO FDS PAC INVT MGMT SER LOW DURATION FD - CLASS CL AT COST 626,544 617,163
    PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD - CLASS CL AT COST 280,914 278,191
    PIMCO SHORT TERM FD INSTL CL AT COST 424,954 421,511

    TY 2021 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 10,023 0   10,023


    TY 2021 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
    OFFICE EXPENSE 6,586 0   6,586
    SOFTWARE AND INTERNET SERVICES 5,284 0   5,284
    DUES, SUBSCRIPTIONS, OFFICE PUBLICATIONS 4,741 0   4,741
    EQUIPMENT 2,646 0   2,646
    INSURANCE 5,196 0   5,196
    NATURE OUTLOOK 205,000 0   205,000
    PROFESSIONAL DEVELOPMENT 979 0   979


    TY 2021 OtherIncomeSchedule2
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 1,670 1,670 1,670


    TY 2021 OtherIncreasesSchedule
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Description Amount
    GRANTS REFUNDED 36,407
    ADJUSTMENT TO BEGINNNG COST BASIS OF INVESTMENTS 902,352


    TY 2021 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 268,704 93,704


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 112,575 112,575   0
    OTHER PROFESSIONAL FEES 188,828 0   188,828


    TY 2021 TaxesSchedule
    Name:
    WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE
     
    INSTITUTE
    EIN:
    54-1075268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 60,000 0   0