Nonprofit · EIN 88-0517430
CLL GLOBAL RESEARCH FOUNDATION
Tax-exempt · HOUSTON, TX 77030
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,170,285 | $3,943,865 | -$773,580 | $10,922,467 | $1,728,136 | $9,194,331 |
| December 31, 2024 | 990 | $3,057,835 | $3,450,542 | -$392,707 | $11,594,434 | $2,181,290 | $9,413,144 |
| December 31, 2023 | 990 | $2,535,609 | $3,129,589 | -$593,980 | $12,019,246 | $2,876,858 | $9,142,388 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,554,060
- Program service revenue
- $0
- Investment income
- $616,225
- Net gain from sales of assets
- $265,380
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,527,489
- Compensation of officers, directors and key employees
- $80,000
- Salaries, compensation and benefits (total)
- $110,000
- Professional fundraising fees
- $0
- Legal fees
- $6,530
- Accounting fees
- $19,221
- Travel
- $92,736
- Program services (functional)
- $3,795,469
- Management and general (functional)
- $105,125
- Fundraising (functional)
- $43,271
Balance sheet and other
- Total assets, start of year
- $11,594,434
- Total assets, end of year
- $10,922,467
- Total liabilities, end of year
- $1,728,136
- Net assets, end of year
- $9,194,331
- Publicly traded securities
- $8,183,311
- Net assets without donor restrictions
- $9,019,331
- Net assets with donor restrictions
- $175,000
- Gross receipts
- $6,880,337
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2003
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sam Margaret Pace | CDO Officer | 35 | $135,000 |
| William Wierda | President & CEO Trustee or director, Officer | 4 | $16,406 |
| Michael J Keating | Founding Director Trustee or director, Officer | 2 | $0 |
| Phyllis Cohen | Director Trustee or director | 1 | $0 |
| Richard Evans | Director Trustee or director | 1 | $0 |
| Louis Katopodis | Director Trustee or director | 1 | $0 |
| Diane Lee Kraitman | Director Trustee or director | 1 | $0 |
| Richard Marschner | Director Trustee or director | 1 | $0 |
| Robert Nichols | Director Trustee or director | 1 | $0 |
| William Plunkett | Director Trustee or director | 1 | $0 |
| Martin Raber | Director Trustee or director | 1 | $0 |
| Steve Winfield | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sam Margaret Pace | CDO Officer | 35 | $168,500 |
| William Wierda | President & CEO Trustee or director, Officer | 4 | $16,406 |
| Michael J Keating | Founding Director Trustee or director, Officer | 2 | $0 |
| Phyllis Cohen | Director Trustee or director | 1 | $0 |
| Richard Evans | Director Trustee or director | 1 | $0 |
| Louis Katopodis | Director Trustee or director | 1 | $0 |
| Diane Lee Kraitman | Director Trustee or director | 1 | $0 |
| Richard Marschner | Director Trustee or director | 1 | $0 |
| Robert Nichols | Director Trustee or director | 1 | $0 |
| William Plunkett | Director Trustee or director | 1 | $0 |
| Martin Raber | Director Trustee or director | 1 | $0 |
| Steve Winfield | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sam Margaret Pace | CDO Officer | 35 | $145,850 |
| William Wierda | President & CEO Trustee or director, Officer | 4 | $14,531 |
| Michael J Keating | Founding Director Trustee or director, Officer | 2 | $0 |
| Phyllis Cohen | Director Trustee or director | 1 | $0 |
| Richard Evans | Director Trustee or director | 1 | $0 |
| Louis Katopodis | Director Trustee or director | 1 | $0 |
| Diane Lee Kraitman | Director Trustee or director | 1 | $0 |
| Richard Marschner | Director Trustee or director | 1 | $0 |
| Robert Nichols | Director Trustee or director | 1 | $0 |
| William Plunkett | Director Trustee or director | 1 | $0 |
| Martin Raber | Director Trustee or director | 1 | $0 |
| Steve Winfield | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1515 HOLCOMBE BLVD UNIT 428, HOUSTON, TX 77030-4028
- In care of
- % MICHAEL J KEATING
- Principal officer (990 for 2025)
- Dr William Wierda, 1515 Holcombe Blvd Unit 428, Houston, TX 77030
- Signed the 990
- Dr William Wierda, President and CEO
- Phone
- (713) 745-2376
- Website
- www.cllglobal.org
- Return prepared by
- Blazek & Vetterling
Mission
CLL Global's mission is to abolish chronic lymphocytic leukemia (CLL) as a threat to the life and health of patients by accelerating CLL research.
Program accomplishments
- RESEARCH GRANTS: The CLL Global Research Foundation's primary activity is to accelerate research. The need is urgent to accelerate promising, untapped areas of research. CLL Global provides grants through several mechanisms to fund novel, patient-oriented concepts. The intention is to fund the best CLL science in the world. In particular, CLL Global targets monoclonal antibodies, prognostic factors, vaccines & gene therapy, CLL survival pathway, genetics, molecular targets, and drug development. Continued on Schedule O A Scientific Advisory Board (SAB) develops the research priorities and oversees the development and implementation of the submission, evaluation and funding process for grant application cycles. SAB members have extensive experience in treating CLL patients, developing new drugs and other tools, and studying various aspects of the disease. The research grant section also allows support of postdoctoral fellows conducting a CLL-specific project. In 2025, CLL Global awarded new research/individual grants ranging from $100,000-$250,000. Applicants intially submit proposals for grants up to $150,000 in funding for one year. Applicants identify project milestones. Upon demonstration of sufficient progress, investigators will be considered for a second year of funding. For accounting purposes, CLL Global expenses grants at the time of completion of a sponsored research agreement.Expenses $3,527,489 · grants $3,527,489
- ALLIANCE: The US/European Alliance for the Therapy of CLL (Alliance) is comprised of 20 individuals from the United States and Europe, representing the world's experts in CLL research. The members are divided into working groups focusing on one of five big ideas in CLL research (refractory disease, immune dysfunction and restoration, novel therapeutic targets and approaches, Richter's transformation, high risk and genomically complex disease). The Alliance was built to encourage close collaboration between and among working groups. As such, meetings are held annually to bring investigators together to collaborate.Expenses $242,980
- EDUCATION: CLL Global Research Foundation hosts annual interactive patient education events where CLL patients learn about emerging therapies, current treatment options and support resources from leading CLL experts. Events are recorded and recordings made available on the foundation's website. Three events were held in 2025.Expenses $25,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 88-0517430
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Medical research (H30)
- Assets (IRS master file)
- $10,922,467
- Income (IRS master file)
- $6,880,337
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,170,285 | $3,943,865 | $10,922,467 | IRS |
| 990 | December 2024 | $3,057,835 | $3,450,542 | $11,594,434 | IRS |
| 990 | December 2023 | $2,535,609 | $3,129,589 | $12,019,246 | IRS |
| 990 | December 2022 | $1,719,451 | $2,136,724 | $10,938,772 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 88-0517430).
Questions about CLL GLOBAL RESEARCH FOUNDATION
- What is the EIN of CLL GLOBAL RESEARCH FOUNDATION?
- The employer identification number (EIN) of CLL GLOBAL RESEARCH FOUNDATION is 88-0517430.
- Is CLL GLOBAL RESEARCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to CLL GLOBAL RESEARCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CLL GLOBAL RESEARCH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CLL GLOBAL RESEARCH FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CLL GLOBAL RESEARCH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CLL GLOBAL RESEARCH FOUNDATION?
- The 990 for the year ended December 31, 2025 names Dr William Wierda.
- Who are the officers and directors of CLL GLOBAL RESEARCH FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 12 people; 2 received compensation from the organization, the highest $135,000 (Sam Margaret Pace, CDO).
- How much revenue does CLL GLOBAL RESEARCH FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,170,285, expenses of $3,943,865 and total assets of $10,922,467 at year end.
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