2025-09-03T09:33:33-05:00 2024-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2024-01-01 541784426 THE INTERNATIONAL WALDENSTROM'S MACROGLOBULINEMIA FOUNDATION INC INTE 9419274963 6144 CLARK CENTER AVE SARASOTA FL 34238 CARL LISMAN SECRETARY/TREASURER 9419274963 2025-08-21 1 1 REBECCA U STONER P00585910 9413654617 2024 2025-03-06 01:10:19Z NEWTON GUERIN 6144 CLARK CENTER AVE SARASOTA FL 34238 4470097 0 X IWMF.COM X 1998 FL SUPPORT AND EDUCATE EVERYONE AFFECTED BY WALDENSTROM'S MACROGLOBULINEMIA WHILE ADVANCING THE SEARCH FOR A CURE. 15 15 11 221 0 0 2867539 4103100 201349 52956 226174 305481 -2931 1837 3292131 4463374 1822967 2887764 62859 74092 750116 931468 0 0 297926 1430767 1604407 4066709 5497731 -774578 -1034357 8329477 7467490 235524 389657 8093953 7077833 X MISSION OBJECTIVES: (A) OFFER SUPPORT AND ENCOURAGEMENT TO THE WALDENSTROM'S MACROGLOBULINEMIA COMMUNITY AND OTHERS WITH AN INTEREST IN THE DISEASE, (B) TO PROVIDE INFORMATION AND EDUCATIONAL PROGRAMS THAT ADDRESS PATIENTS AND CAREGIVERS' CONCERNS AND (C) TO PROVIDE AND SUPPORT RESEARCH LEADING TO BETTER TREATMENTS AND ULTIMATELY A CURE. 0 0 2887764 2887764 0 PROVIDED 44 PAYMENTS TOWARDS 28 DIFFERENT GRANTS TO FURTHER RESEARCH IN WALDENSTROM'S MACROGLOBULINEMIA: TOWARD A RATIONAL TARGETED THERAPY, DIRECT TARGETING THE MYD88 L265P DRIVER MUTATION IN WM, ANTI-TUMOR AND IMMUNE MICROENVIRONMENT RESPONSES, CRISPR-BASED FUNCTIONAL CHARACTERIZATION OF WM CELLS, ORIGINS AND IMMUNOTHERAPY, FROM BIOLOGY TO TREATMENT, MODULATION OF T-CELL FUNCTION, NOVEL ANTIBODY-TARGETED INTERFERONS, SINGLE-CELL NEXT GENERATION, TARGETING THE TUMOR MICROENVIRONMENT AND CORAX IN LYMPHOMA. 338713 0 52956 EDUCATIONAL FORUMS HOSTED A NATIONAL EDUCATIONAL FORUM FOR WALDENSTROM'S MACROGLOBULINEMIA PATIENTS AND PROVIDED A GRANT TO FUND PATIENT EDUCATIONAL FORUMS. THE 2024 EDUCATION FORUM GENERATED $237,956 IN GROSS RECEIPTS, INCLUDING $185,000 IN SPONSORSHIP CONTRIBUTIONS 66489 0 0 IWMF PUBLICATIONS SERVE TO EDUCATE AND SUPPORT PATIENTS AND CAREGIVERS. IWMF TORCH IS A QUARTERLY MAGAZINE WHICH COVERS THE LATEST INFORMATION ON WALDENSTROM'S MACROGLOBULINEMIA EDUCATION, RESEARCH, ACTIVITIES AND TREATMENTS. 1537691 0 0 OTHER PROGRAM SERVICES FOR INTERNATIONAL OUTREACH AND OTHER PROGRAM SERVICES FOR SUPPORT GROUPS. 1537691 0 0 4830657 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 11 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL AK AL AR CA CO CT GA HI IL KS KY LA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC UT VA WA WI WV X X X ROBIN TUCKER 9419274963 6144 CLARK CENTER AVE SARASOTA FL 34238 STEPHEN ANSELL MD PHD TRUSTEE 15.00 X 0 0 0 GLENN CANTOR DVM PHD TRUSTEE 15.00 X 0 0 0 SHIRLEY GANSE TRUSTEE 15.00 X 0 0 0 CAROL WELSH GRAY TRUSTEE 15.00 X 0 0 0 MEG MANGIN TRUSTEE 15.00 X 0 0 0 LINDA NELSON TRUSTEE 15.00 X 0 0 0 SAURABH SEROO TRUSTEE 15.00 X 0 0 0 ROBERT PERRY TRUSTEE 15.00 X 0 0 0 CRAIG PRIZANT TRUSTEE 15.00 X 0 0 0 DAVID SCHNELL TRUSTEE 15.00 X 0 0 0 EILEEN SULLIVAN TRUSTEE 15.00 X 0 0 0 JOHN ZIMMERMAN TRUSTEE 15.00 X 0 0 0 PAUL KITCHEN CHAIRMAN 30.00 X X 0 0 0 CARL HARRINGTON VICE-CHAIR FUNDRAISING 15.00 X X 0 0 0 THOMAS HOFFMAN MD VICE-CHAIR RESEARCH 15.00 X X 0 0 0 LISA WISE VICE-CHAIR INFO & SUPPORT 15.00 X X 0 0 0 CARL LISMAN SECRETARY/TREASURER 15.00 X X 0 0 0 LOUIE NEWTON GUERIN PRESIDENT/CEO 40.00 X 156951 0 4672 ANNETTE PRESTON DIR. OF DEVELOPMENT 40.00 X 111145 0 0 268096 0 4672 2 0 1 0 0 82449 4020651 4103100 EDUCATION FORUM 611430 52956 52956 52956 305481 305481 0 82449 6723 -6723 -6723 CASH REWARDS & REBATES 900099 5869 5869 ONLINE STORE 900099 2691 2691 8560 4463374 52956 0 307318 2143879 2143879 743885 743885 74092 74092 161623 96974 16162 48487 655925 469172 94307 92446 44494 18083 21428 4983 69426 46639 11244 11543 23375 23375 328040 242721 75688 9631 114194 70777 26333 17084 66477 34042 23219 9216 32537 16992 12353 3192 148493 99322 21430 27741 207763 207763 24233 2042 22191 21396 2750 18646 EDUCATION FORUM EXPENSE 338714 338714 INTERNATIONAL OUTREACH 165375 165375 PRINTING 96756 55955 2387 38414 FUNDRAISING CULTIVATION 18590 18590 18464 1480 385 16599 5497731 4830657 369148 297926 372237 481239 7010813 5559397 716265 1162620 118577 203205 172316 141487 53939 30829 57646 30200 8329477 7467490 158461 361393 21500 0 55563 28264 235524 389657 X 5533712 5803156 2560241 1274677 8093953 7077833 8329477 7467490 -1034357 18237 0 X X 0 1 X 1 0 X 3842620 4187632 3930369 2867539 4103100 18931260 3842620 4187632 3930369 2867539 4103100 18931260 387963 18543297 7114 3028 30904 226174 305481 572701 4053 8560 12613 19516574 254305 0.95010 0.98060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66449 66449 60117 6332 66449 22017 16286 5731 150299 125201 25098 30829 LEASE LIABILITIES 28264 28264 X 4490494 18237 2160 20397 4470097 -6723 -6723 4463374 5506614 8883 8883 5497731 0 5497731 PART V, LINE 4: TO PROVIDE FINANCIAL ASSISTANCE ON AN ANNUAL BASIS FOR ACTIVITIES, STRATEGIES, PEOPLE AND PROGRAMS ASSOCIATED WITH THE FOUNDATION. PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE FOUNDATION AND AFFILIATE HAVE REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RETURN OF GRANTS 2,160. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST 990 REVENUE -6,723. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST 990 REVENUE 6,723. RETURN OF GRANTS REPORTED WITH REVENUE IN FS 2,160. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO RECIPENTS RESEARCH PROJECTS 712285 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES EDUCATIONAL FORUMS 124560 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPENTS RESEARCH PROJECTS 31600 0 0 0 0 0 0 868445 0 868445 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESEARCH 96000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESEARCH 30000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESEARCH 63000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESEARCH 15000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESEARCH 30000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESEARCH 26380 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESEARCH 191500 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESEARCH 60000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESEARCH 63000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESEARCH 137405 WIRE TRANSFER 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES RESEARCH 31600 WIRE TRANSFER 0 11 0 0 0 0 0 0 PART I, LINE 2: PROGRESS REPORTS ARE REQUIRED BY THE RESEARCH COMMITTEE BEFORE ADDITIONAL PAYMENTS ARE MADE ON GRANTS GIVEN. WALK FOR WALDENSTROM'S 82449 82449 6723 82449 82449 6723 6723 -6723 1 DANA FARBER CANCER INSTITUTE PO BOX 412846 BOSTON MA 022412846 042263040 501(C)(3) 1262440 0 RESEARCH MAYO CLINIC PO BOX 860334 MINEAPOLIS MN 554860334 416011702 501(C)(3) 421489 0 RESEARCH NYU SCHOOL OF MEDICINE PO BOX 41506 BOSTON MA 022410526 135562308 501(C)(3) 320000 0 RESEARCH THE OHIO STATE UNIVERSITY 1960 KENNY RD COLUMBUS OH 43210 316025986 501(C)(3) 79950 0 RESEARCH UNIVERSITY OF CA SAN DIEGO 9500 GILMAN DR LA JOLLA CA 920930009 956006144 501(C)(3) 30000 0 RESEARCH MEMORIAL SLOAN-KETTERING CANCER CENTER 1275 YORK AVE NEW YORK NY 100656007 131924236 501(C)(3) 30000 0 RESEARCH 6 0 PART I, LINE 2: WE HAVE WRITTEN CONTRACTS ON HOW THE FUNDS CAN BE USED. 6 MONTH PROGRESS REPORTS ARE REQUIRED FOR EVERY RESEARCH GRANT. PRIOR TO THE START OF EACH PROJECT A CONTRACT IS SIGNED BY BOTH PARTIES OUTLINING HOW THE FUNDS ARE TO BE USED. WHEN THE PROJECT IS COMPLETED, THE RESEARCHERS MUST SUBMIT A SUMMARY OF EXPENSES AND HOW THE FUNDS HAVE BEEN ALLOCATED. X 0 0 0 0 0 0 0 0 0 LOUIE NEWTON GUERIN PRESIDENT/CEO 156951 0 0 0 0 0 4672 0 0 0 161623 0 0 0 THE MAYO FOUNDATION BOARD TRUSTEE EMPLOYED BY THE ORGANIZATION 210322 RESEARCH AWARENESS AGREEMENT RESEARCH SCHEDULE L, PART III, LINE 1B THE FOUNDATION HAS ENTERED INTO RESEARCH AWARD AGREEMENTS WITH A CLINIC WHERE A MEMBER OF THE BOARD OF TRUSTEES IS EMPLOYED. THE TOTAL RESEARCH GRANT RECOGNIZED IN 2024 WAS $210,322. THE OUTSTANDING BALANCE AT 12/31/2024 IS $210,324. FORM 990, PART I, LINE 6 VOLUNTEERS MOST OF OUR VOLUNTEERS ARE SUPPORT GROUP LEADERS. THEY FACILITATE ONLINE AND IN-PERSON MEETINGS FOR PATIENTS AND CAREGIVERS, PROVIDING FACE TO FACE EMOTIONAL SUPPORT AND EDUCATION MATERIALS. WE ALSO HAVE LIFELINE VOLUNTEERS WHO AGREE TO HAVE THEIR NAME AND PHONE NUMBER POSTED WITH A SPECIFIC TOPIC THEY SPECIALIZE IN. THEY PROVIDE EMOTIONAL SUPPORT AND EDUCATION OVER THE PHONE. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP ORGANIZATION - NO FEES ASSOCIATED WITH MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B KEY OFFICER WILL REVIEW AND BOARD WILL APPROVE THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C SIGNATURE ON ANNUAL DISCLOSURE FORM REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. PLACID POINT RD LLC 6144 CLARK CENTER AVE SARASOTA FL 34238 463578332 TO HOLD DONATED LAND UNTIL SOLD FL 0 0 THE INTERNATIONAL WALDENSTROM'S MACROGLOULINEMIA FOUNDATION