Cll Global Research Foundation FY2023 filing

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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.

Form 990 Part I, line 1, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 88-0517430) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
$160K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
0 of 6
filings with a surplus
Average deficit $423K a year · 16% of revenue · last 6 filings
A surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
96%
of spending
96% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$160K
to officers and key staff · 5% of spending
Pay to officers and key staff is 5% of spending.
Part VII, Section A
11.3 mo
of spending, in cash
Plus $8.6M in investments, Pt X · Ln 11–13
11.3 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
9
named funders · $189K
9 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$2.9M
24% of total assets
Liabilities are 24% of assets.
Pt X · Ln 26
Independent board members
10
of 11 voting members
10 of 11 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$2.5M
+47% vs prior year
Spent
$3.1M
To programs
96%
Net assets
$9.1M
By yearFY2020–FY2025
Revenue
$2.5M
FY2023▲ +47%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.3M
FY2021$2.7M
FY2022$1.7M
FY2023$2.5M
FY2024$3.1M
FY2025$3.2M
Expenses
$3.1M
FY2023▲ +46%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.4M
FY2021$3.0M
FY2022$2.1M
FY2023$3.1M
FY2024$3.5M
FY2025$3.9M
Net assets
$9.1M
FY2023▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$10.5M
FY2021$10.4M
FY2022$8.9M
FY2023$9.1M
FY2024$9.4M
FY2025$9.2M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $3.0M Management & general 3% · $83K Fundraising 1% · $43K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990; $160K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
$145,850Pt VII · Sec A
President & CEO
$14,531Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Founding Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Sam Margaret Pace’s $135K as Cdo is at the 32nd percentile of top reported officer pay among 360 $1–10M medical research nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Sam Margaret Pace$135,000$168,500$145,850$123,957$122,340$117,339
William Wierda$16,406$16,406$14,531$14,531$15,500$15,500

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Cll Global Research Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Speeds progress toward controlling and curing chronic lymphocytic leukemia.

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3 programs · $3.0M · in their own filed words · FY2023
01

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.

Form 990 Part III, line 4, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 88-0517430) · Dispute this line
$2.8Mprogram expense
02

Alliance

The US/European Alliance for the Therapy of CLL (Alliance) is comprised of 25 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 (new drugs, gene/vaccine therapy, genetics, CLL-stromal interactions…

Form 990 Part III, line 4, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 88-0517430) · Dispute this line
$146Kprogram expense
03

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. Both virtual and in-person events were held in 2023.

Form 990 Part III, line 4, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 88-0517430) · Dispute this line
$25Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 9 funders →
Grants paid · 22 grants · $14.3M · 2020–2025
Ut MD Anderson Cancer CenterFY2025$1,710,000
The Ohio State UniversityOH · FY2025$600,000
Cornell UniversityNY · FY2025$100,000
Ut MD Anderson Cancer CenterFY2024$1,510,000
Cornell UniversityNY · FY2024$100,000
The Ohio State UniversityOH · FY2024$100,000
Ut MD Anderson Cancer CenterFY2023$2,267,011
The Ohio State UniversityOH · FY2023$350,000
Ut MD Anderson Cancer CenterFY2022$1,459,348
MD Anderson Cancer CenterFY2021$1,407,548
University of WashingtonFY2021$706,563
See all 22 grants →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$2.5M
Ln 12
Gifts and grantsLn 1h$2.5M
Investment incomeLn 3$66K
Money outPt IX
$3.1M
Ln 25
Programscol B$3.0M
Managementcol C$83K
Fundraisingcol D$43K
Owns and owesPt X
$9.1M
net assets · Ln 32
Cash and savingsLn 1–2$2.9M
Total assetsLn 16$12.0M
LiabilitiesLn 26$2.9M
PeoplePt VI, VII
12
listed · VII A
PaidVII A2
Voting boardVI 1a11
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.5M
Investment incomeLn 3$66K
Gains on assetsLn 7−$231K
Total revenueLn 12$2.5M
Assets in detailPt X, end of year
CashLn 1$2.5M
SavingsLn 2$400K
Cash and savings togetherLn 1–2$2.9M
Pledges and grants receivableLn 3$505K
Prepaid expenses and deferred chargesLn 9$4K
InvestmentsLn 11–13$8.6M
Total assetsLn 16$12.0M
LiabilitiesLn 26$2.9M
Net assetsLn 32$9.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 610
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Grants to other countriesSch F Pt II–III$100K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$3.4M$2.9M
InvestmentsLn 11–13$6.9M$8.6M
Total assetsLn 16$10.9M$12.0M
LiabilitiesLn 26$2.1M$2.9M
Net assetsLn 32$8.9M$9.1M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2.7M$2.7M
Grants and assistance to foreign recipientsLn 3$100K$100K
Pay of officers and key staff (Part IX, line 5)Ln 5$60K$38K$11K$11K
Other salaries and wagesLn 7$20K$18K$1K$1K
Accounting feesLn 11c$20K$20K
Investment management feesLn 11f$13K$13K
Other fees for servicesLn 11g$7K$7K
Office expensesLn 13$16K$733$10K$5K
Information technologyLn 14$39K$13K$7K$19K
TravelLn 17$56K$56K
Conferences, conventions and meetingsLn 19$63K$46K$18K
InsuranceLn 23$3K$3K
Total functional expensesLn 25$3.1M$3.0M$83K$43K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Apr 24, 2026 $3.2M$3.9M−$774K$9.2M 990 PDF
FY2024Filed with the IRS Apr 30, 2025 $3.1M$3.5M−$393K$9.4M 990 PDF
FY2023 ViewingFiled with the IRS Apr 9, 2024 $2.5M$3.1M−$594K$9.1M 990 PDF
FY2022Filed with the IRS May 14, 2023 $1.7M$2.1M−$417K$8.9M 990 PDF
FY2021Filed with the IRS May 6, 2022 $2.7M$3.0M−$261K$10.4M 990 PDF
FY2020Filed with the IRS May 12, 2021 $2.3M$2.4M−$98K$10.5M 990 PDF

Schedules filed Part IV

A · Public support F · Foreign I · Grants O · Explanations
See the full FY2023 990
Part I · Summary $2,535,609 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,693,348$2,469,879
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year −$973,897$65,730
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,719,451$2,535,609
I-13 Grants and similar amounts paidPrior year $1,903,748$2,832,011
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $70,000$80,000
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $162,976$217,578
I-18 Total expensesPrior year $2,136,724$3,129,589
I-19 Revenue less expensesPrior year −$417,273−$593,980
Part VI · Governance 10 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,535,609 across 5 lines filed
VIII-1f All other contributions, gifts and grants$2,469,879
VIII-1h Total contributions, gifts and grants$2,469,879
VIII-3 Investment incomeExcluded from tax $296,996$296,996
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$231,266−$231,266
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $65,730$2,535,609
Part IX · Statement of functional expenses $3,129,589 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $2,732,011$2,732,011
IX-3 Grants and assistance to foreign recipientsPrograms $100,000$100,000
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $38,400 · Management $10,800 · Fundraising $10,800$60,000
IX-7 Other salaries and wagesPrograms $17,600 · Management $1,200 · Fundraising $1,200$20,000
IX-11c Accounting feesManagement $19,532$19,532
IX-11f Investment management feesManagement $13,149$13,149
IX-11g Other fees for servicesFundraising $7,255$7,255
IX-13 Office expensesPrograms $733 · Management $10,131 · Fundraising $4,837$15,701
IX-14 Information technologyPrograms $13,239 · Management $7,488 · Fundraising $18,766$39,493
IX-17 TravelPrograms $56,006$56,006
IX-19 Conferences, conventions and meetingsPrograms $45,704 · Management $17,722$63,426
IX-23 InsuranceManagement $3,016$3,016
IX-25 Total functional expensesPrograms $3,003,693 · Management $83,038 · Fundraising $42,858$3,129,589
Part X · Balance sheet $12,019,246 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $1,699,949$2,540,044
X-2 Savings and temporary cash investmentsStart of year $1,719,119$399,559
X-3 Pledges and grants receivableStart of year $659,721$504,594
X-9 Prepaid expenses and deferred chargesStart of year $1,700$4,500
X-11 Publicly traded securitiesStart of year $6,858,283$8,570,549
X-16 Total assetsStart of year $10,938,772$12,019,246
X-17 Accounts payable and accrued expensesStart of year $20,786$34,852
X-18 Grants payableStart of year $2,067,930$2,842,006
X-26 Total liabilitiesStart of year $2,088,716$2,876,858
X-27 Net assets without donor restrictionsStart of year $8,190,335$8,637,794
X-28 Net assets with donor restrictionsStart of year $659,721$504,594
X-32 Total net assets or fund balancesStart of year $8,850,056$9,142,388
X-33 Total liabilities and net assetsStart of year $10,938,772$12,019,246
Part XI · Reconciliation of net assets $9,142,388 net assets at year end
XI-1 Total revenue$2,535,609
XI-2 Total expenses$3,129,589
XI-3 Revenue less expenses−$593,980
XI-4 Net assets at start of year$8,850,056
XI-5 Net unrealized gains (losses) on investments$886,312
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$9,142,388

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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