CLL Global Research Foundation C/o William Wierda

What it reported doing in 2025

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.

Financial Efficiency

• Mission deployment rate: 100%; rating input score 100
• Program expense ratio: 96.2%; rating input score 96
• Fundraising efficiency: $59.02 raised per $1 spent on fundraising; rating input score 82; 82nd percentile among comparable filings

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
• Pay-setting controls: 0 of 6 controls in place; rating input score 0
  • Compensation committee: Missing
  • Independent consultant: Missing
  • Other Form 990s reviewed: Missing
  • Written employment contract: Missing
  • Compensation survey or study: Missing
  • Board or committee approval: Missing
• Foreign activity oversight: 2 of 8 controls in place; rating input score 25
  • Claims monitoring procedures: Pass
  • Requires narrative reports: Pass
  • Conducts field audits: Fail
  • May suspend future funding: Fail
  • Requires financial reports: Fail
  • Conducts site visits: Fail
  • Requires grant agreements: Fail
  • May require repayment: Fail
• Grant itemization coverage: 100%; rating input score 100; 75th percentile among comparable filings
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 90.9%; rating input score 91; 22nd percentile among comparable filings
• Governance controls: 8 of 9 controls in place; rating input score 89
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: Fail
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: -24.4%; rating input score 4; 4th percentile among comparable filings
• Total-asset coverage ratio: 2.77; rating input score 68; 68th percentile among comparable filings
• Liabilities to assets ratio: 0.16; rating input score 40; 40th percentile among comparable filings
• Officer compensation ratio: 3.8%; rating input score 64; 64th percentile among comparable filings

Growth

• Program expense growth: 6.4% per year; rating input score 100; 44th percentile among comparable filings
• Revenue growth: 2.5% per year; rating input score 100; 19th percentile among comparable filings
• Asset growth: 2.4% per year; rating input score 100; 19th percentile among comparable filings