2017-08-11T16:20:52-05:00 2016-09-30 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2015-10-01 522059102 NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST FUND NATI 3019076977 4550 MONTGOMERY AVE N TOWER NO 700 BETHESDA MD 20814 THOMAS L HOPKINS INTERIM CEO 3019076977 2017-08-11 1 PATRICIA KATEBINI CPA P01714127 5712279500 2015 2021-01-29 14:40:06Z X THOMAS L HOPKINS 4550 MONTGOMERY AVE N TOWER NO 700 BETHESDA MD 20814 1019478 0 X HTTP://WWW.AABB.ORG/RESEARCH/NBF X 1997 MD FUELING INNOVATION IN TRANS- FUSION MEDICINE & CELLULAR THERAPIES TO BENEFIT PATIENTS AND DONORS. 9 9 0 45 0 0 781630 563147 0 0 717633 456331 5094 0 1504357 1019478 375000 374050 0 0 0 0 0 0 29097 155609 119030 530609 493080 973748 526398 11185066 12193477 0 270724 11185066 11922753 X THE TRUST OPERATES EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES, PROVIDED, HOWEVER, THAT THE TRUST, SUBJECT TO THE FOREGOING, ENGAGES ONLY IN ACTIVITIES IN FURTHERANCE OF THE FOLLOWING PURPOSES:1. TO FUND RESEARCH, EDUCATION AND TRAINING IN ALL ASPECTS OF BLOOD BANKING; TRANSFUSION MEDICINE; HEMATOPOIETIC, CELLULAR AND GENE THERAPIES; AND TISSUE TRANSPLANTATION;2. TO ENCOURAGE THE VOLUNTARY DONATION OF BLOOD AND OTHER TISSUES AND ORGANS THROUGH EDUCATION, DISSEMINATION OF PUBLIC INFORMATION AND RESEARCH;3. TO ENCOURAGE, THROUGH RESEARCH AND EDUCATION, THE MOST APPROPRIATE USE OF BLOOD, BLOOD COMPONENTS, AND BLOOD DERIVATIVES;4. TO IMPROVE THE QUALITY OF TRANSFUSIONS BY ENCOURAGING EDUCATION AND RESEARCH REGARDING THE APPROPRIATE MEANS OF ENSURING THE SAFEST TRANSFUSION POSSIBLE; AND5. TO ACTIVELY SUPPORT RESEARCH AND EDUCATION THROUGH ITS OWN PROGRAMS AND WORK WITH OTHER ORGANIZATIONS IN AREAS OF RESEARCH AND EDUCATION IN BLOOD BANKING SERVICES. 0 0 427336 374050 GRANT AWARDS:FIVE (5) GRANTS WERE AWARDED TO FIVE (5) PRINCIPAL INVESTIGATORS AT FIVE (5)INSTITUTIONS. ONE (1) WAS AWARDED FOR BLOOD TRANSFUSION RESEARCH AND FOUR (4) WERE AWARDED FOR CELLULAR THERAPY RESEARCH. THE RESEARCH FINDINGS ARE PUBLISHED BY AMERICAN ASSOCIATION OF BLOOD BANKS AND OTHER BLOOD TRANSFUSION AND SCIENTIFIC JOURNALS AND PERIODICALS. 427336 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 12 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 X JOHN LIESKE INTERIM CFO 3012156495 4550 MONTGOMERY AVE STE 700 NORTH BETHESDA MD 20814 CALVIN COLE TRUSTEE 2.00 X 0 0 0 LOUIS KATZ TRUSTEE 2.00 X 0 0 0 KEENAN MCFARLANE TRUSTEE 2.00 X 0 0 0 DAVID PEREZ CHAIR 4.00 X X 0 0 0 THOMAS PUCKETT TRUSTEE 2.00 X 0 0 0 RONALD SACHER TRUSTEE 2.00 X 0 0 0 MICHELLE WEATHERSBY TRUSTEE 2.00 X 0 0 0 KARINA YAZDANBAKHSH TRUSTEE 2.00 X 0 0 0 JAMES ZIMRING TRUSTEE 2.00 2.00 X 0 0 0 THOMAS HOPKINS CHIEF FINANCIAL OFFICER 2.00 37.50 X 0 181327 26849 MIRIAM MARKOWITZ CEO, EX-OFFICIO TRUSTEE 2.00 37.50 X 0 434986 29360 0 616313 56209 0 0 1 0 0 563147 563147 456331 456331 1019478 0 0 456331 374050 374050 25008 25008 48495 7759 11639 29097 45527 45527 493080 427336 36647 29097 376043 754283 75000 10440763 11121384 255825 242810 112435 0 11185066 12193477 0 270724 0 270724 X 10011573 10714777 473493 507976 700000 700000 11185066 11922753 11185066 12193477 526398 211289 0 X 0 1 X 1 0 X X 1 AMERICAN ASSOCIATION OF BLOOD BANKS 362384118 7 1 0 374050 1 0 374050 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCH A, PART IV, SECTION D, LINE 3 AMERICAN ASSOCIATION OF BLOOD BANKS (AABB), THE TRUST'S SUPPORTED ORGANIZATION, DESIGNATES ONE INDIVIDUAL FROM ITS BOARD OF DIRECTORS TO SERVE ON THE TRUST'S BOARD OF TRUSTEES. AABB ALSO PROVIDES ADMINISTRATIVE SERVICES INCLUDING RECORDKEEPING, DOCUMENT RETENTION, AND QUALITY SYSTEMS AND ALSO MANAGES FUNDRAISING ACTIVITIES AND SUCH OTHER SERVICES THAT MAY BE REQUIRED FROM TIME TO TIME. SCH A, PART IV, SECTION E, LINE 2A THE TRUST PROVIDED SUPPORT TO AABB BY ENGAGING IN ACTIVITIES TO PERFORM THE FUNCTIONS OF OR THAT CARRY OUT THE PURPOSES OF AABB AND PERFORMING FUNCTIONS THAT AABB WOULD OTHERWISE PERFORM IF THE TRUST DID NOT PERFORM THEM. AABB DESIGNATES ONE INDIVIDUAL FROM THEIR BOARD OF DIRECTORS TO SERVE ON THE TRUST'S BOARD OF TRUSTEES. SCH A, PART IV, SECTION E, LINE 2B THE TRUST PROVIDED SUPPORT TO AABB BY ENGAGING IN GRANTMAKING ACTIVITIES THAT ARE CONSISTENT WITH THE MISSION OF AABB. THE TRUST ACTIVELY SUPPORTS RESEARCH, EDUCATION, AND TRAINING BY MANAGING THE INVESTMENTS AND THE ENDOWMENTS THAT PROVIDE AWARDS TO INDIVIDUALS THAT HAVE MADE MAJOR CONTRIBUTIONS TO THE FIELDS OF BLOOD TRANSFUSION MEDICINE AND RELATED THERAPIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 844973 1800 50323 13278 15267 868551 905593 125 -28618 16701 15426 844973 886598 25 45618 11000 15648 905593 800765 1395 98012 13574 886598 633023 101664 91083 25005 800765 0.80590 0.19410 0 0 0 DUE TO RELATED PARTY 270724 270724 X 1019478 0 1019478 0 1019478 493080 0 493080 0 493080 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS REPRESENTS CONTRIBUTIONS RECEIVED FOR THE HEMPHILL-JORDAN LEADERSHIP AWARD, THE EMILY COOLEY MEMORIAL AWARD AND LECTURESHIP, THE TIBOR GREENWALT MEMORIAL AWARD AND LECTURESHIP, AND A CONTRIBUTION MADE BY THE ESTATE OF BERNICE HEMPHILL. THE EARNINGS FROM THE HEMPHILL-JORDAN CONTRIBUTIONS ARE TEMPORARILY RESTRICTED FOR THE PURPOSE OF HONORING LEADERS FROM THE BLOOD BANKING AND TRANSFUSION MEDICINE COMMUNITY WHO HAVE MADE SIGNIFICANT CONTRIBUTIONS IN THE AREAS OF ADMINISTRATION, QUALITY PROGRAMS, LAW, AND/OR GOVERNMENT AFFAIRS. THE EARNINGS FROM THE EMILY COOLEY CONTRIBUTION ARE TEMPORARILY RESTRICTED FOR THE PURPOSE OF HONORING AN INDIVIDUAL WHO HAS DEMONSTRATED TEACHING ABILITY AND HAS MADE A MAJOR CONTRIBUTION TO THE FIELD OF IMMUNOHEMATOLOGY AND TRANSFUSION MEDICINE OR CELLULAR THERAPIES. THE EARNINGS ON THE TIBOR GREENWALT CONTRIBUTION ARE TO BE ADDED TO THE ENDOWMENT UNTIL THE TOTAL ENDOWMENT REACHES $100,000, AT WHICH TIME ANY FUTURE EARNINGS WILL BE TEMPORARILY RESTRICTED FOR THE PURPOSE OF THE AWARD AND LECTURESHIP HONORING AN INDIVIDUAL WHO HAS MADE MAJOR SCIENTIFIC OR CLINICAL CONTRIBUTIONS TO HEMATOLOGY AND TRANSFUSION MEDICINE. THE EARNINGS FROM THE BERNICE HEMPHILL ESTATE CONTRIBUTION ARE TEMPORARILY RESTRICTED FOR THE PURPOSE OF ESTABLISHING A BLOOD-BANKING MUSEUM AT THE NATIONAL HEADQUARTERS. PART X, LINE 2: THE TRUST HAS ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN INCOME TAX POSITIONS. THE TRUST HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THEY ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE TRUST'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TRUST IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE TRUST IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. 0 THE ROLE OF ADENOSINE SIGNALING IN THE PRESERVATION OF ENERGY METABOLISM OF STORED ERYTHROCYTES 1 75000 CHARACTERIZING INNATE IMMUNE MECHANISMS UNDERLYING THE LINK BETWEEN INFLAMMATION AND RBC ALLOIMMUNIZATION 1 75000 SEPARATION OF GVHD FROM GVT RESPONSES BY MODULATION OF T CELL SIGNALING PATHWAYS 1 75000 ADIPOKINE REGULATION OF HEMATOPOIETIC CELL HOMING 1 75000 BARCODED MACAQUE TRANSPLANTS: A NOVEL APPROACH TO STUDY HUMAN UMBILICAL VEIN ENDOTHELIAL CELL (HUVEC) EXPANDED HEMATOPOIETIC STEM AND PROGENITOR CELL (HSPC) ENGRAFTMENT AND REPOPULATION KINETICS 1 74050 0 0 0 0 0 0 0 0 0 THOMAS HOPKINS CHIEF FINANCIAL OFFICER 0 181327 0 0 0 0 0 5440 0 21409 0 208176 0 0 MIRIAM MARKOWITZ CEO, EX-OFFICIO TRUSTEE 0 434986 0 0 0 0 0 13050 0 16310 0 464346 0 0 PART I, LINE 3 THE CEO RECEIVES NO COMPENSATION FROM NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST (NBF). THE CEO RECEIVES COMPENSATION FROM NBF'S RELATED ORGANIZATION, AMERICAN ASSOCIATION OF BLOOD BANKS (AABB). AABB'S PROCEDURE FOR DETERMINING THE COMPENSATION OF THE CEO IS: AT LEAST EVERY TWO YEARS, A COMPENSATION AND BENEFITS SPECIALIST REVIEWS ALL JOB AND JOB DESCRIPTIONS AND ENSURES THAT THE SALARY RANGE FOR EACH JOB IS COMPETITIVE WITH MARKET CONDITIONS. AABB'S HUMAN RESOURCES COMMITTEE ANNUALLY REVIEWS THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THE PROCESS WAS LAST UNDERTAKEN IN 2013 FOR THE CEO. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT AND ETHICS COMMITTEE WILL MEET AND APPROVE THE 990 AND AFTER THAT WILL PRESENT THE ACTION TAKEN AS A REPORT OF THE COMMITTEE TO THE FULL BOARD AT ITS NEXT REGULARLY SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS ADOPTED THE POLICY OF ITS RELATED ORGANIZATION, AMERICAN ASSOCIATION OF BLOOD BANKS. ALL CONFLICT OF INTEREST FORMS ARE FILLED OUT ANNUALLY. TWICE A YEAR AT THE BOARD MEETINGS, THERE IS A POLICY TO ASK THAT ANYONE WITH A PERCEIVED CONFLICT OF INTEREST ABSTAIN FROM VOTING AND IN SOME CASES, THEY ARE ASKED TO LEAVE THE ROOM. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST IS LISTED ON OUR WEBSITE. THE FINANCIAL STATETMENTS ARE LISTED ONLY IN THE 990 FILED YEARLY. AMERICAN ASSOCIATION OF BLOOD BANKS 4550 MONTGOMERY AVE STE 700 NORTH T BETHESDA MD 20814 362384118 PATIENT SAFETY IL 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0