BETA

NATIONAL BLOOD FOUNDATION RESEARCH AND: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
NATIONAL BLOOD FOUNDATION RESEARCH AND (EIN 52-2059102)
Tax period
2014-10-01 to 2015-09-30
Filed
2016-08-12
IRS object ID
201622259349302017
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-12T10:03:04-05:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14250 N FAIRFAX DRIVE SUITE 1020AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22203ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522059102EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL BLOOD FOUNDATION RESEARCH ANDBusinessNameLine1Txt
Business Name Line2EDUCATION TRUST FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone3019076977PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18101 GLENBROOK ROADAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS L HOPKINSPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone3019076977PhoneNum
Signature2016-08-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA KATEBINI CPAPreparerPersonNm
PTINP01714127PTIN
Phone5712279500PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMIRIAM MARKOWITZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18101 GLENBROOK ROADAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,504,357GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AABB.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1997FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTO ADVANCE, THROUGH SCIENTIFIC RESEARCH, THE PRACTICE AND STANDARDS OF TRANSFUSION MEDICINE AND CELLULAR AND RELATED BIOLOGICAL THERAPIES.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers27TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$830,599PYContributionsGrantsAmt
CY Contributions Grants$781,630CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,062,732PYInvestmentIncomeAmt
CY Investment Income$717,633CYInvestmentIncomeAmt
PY Other Revenue$7,263PYOtherRevenueAmt
CY Other Revenue$5,094CYOtherRevenueAmt
PY Total Revenue$1,900,594PYTotalRevenueAmt
CY Total Revenue$1,504,357CYTotalRevenueAmt
PY Grants And Similar Paid$516,587PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$375,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$70,347CYTotalFundraisingExpenseAmt
PY Other Expenses$173,752PYOtherExpensesAmt
CY Other Expenses$155,609CYOtherExpensesAmt
PY Total Expenses$690,339PYTotalExpensesAmt
CY Total Expenses$530,609CYTotalExpensesAmt
PY Revenues Less Expenses$1,210,255PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$973,748CYRevenuesLessExpensesAmt
Total Assets BOY$11,317,084TotalAssetsBOYAmt
Total Assets EOY$11,185,066TotalAssetsEOYAmt
Total Liabilities BOY$18,367TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,298,717NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,185,066NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$419,770ExpenseAmt
Grant$375,000GrantAmt
DescFIVE (5) GRANTS WERE AWARDED TO FIVE (5) PRINCIPAL INVESTIGATORS AT FIVE INSTITUTIONS. THREE (3) WERE AWARDED FOR BLOOD TRANSFUSION RESEARCH AND TWO (2) 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.Desc
Total Program Service Expenses$419,770TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS HOPKINSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2403336615PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18101 GLENBROOK RDAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
JEANNE HENDRICKSON MD
TRUSTEE1.00Yes (X)$0$0$0
CALVIN L COLE
TRUSTEE1.00Yes (X)$0$0$0
LOUSI M KATZ MD
TRUSTEE1.00Yes (X)$0$0$0
THOMAS PUCKETT
TRUSTEE1.00Yes (X)$0$0$0
DAVID PEREZ
CHAIR1.00Yes (X)$0$0$0Yes (X)
RONALD SACHER MD
TRUSTEE1.00Yes (X)$0$0$0Yes (X)
BARRY SHATZ
TRUSTEE1.00Yes (X)$0$0$0Yes (X)
ZBIGNIEW SZCZEPIORKOWSKI MD
TRUSTEE1.00Yes (X)$0$0$02.00
CAROL SHOR PHD
TRUSTEE1.00Yes (X)$0$0$0
THOMAS HOPKINS
CFO2.00$0$71,688$19,445Yes (X)40.00
MIRIAM MARKOWITZ
CEO, EX-OFFICIO TRUSTEE2.00$0$396,164$27,878Yes (X)40.00
MARK CONHEADY
FORMER CFO2.00$0$97,719$9,461Yes (X)40.00
KAREN L SHOOS
FORMER CEO2.00$0$185,906$19,437Yes (X)40.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$751,477TotReportableCompRltdOrgAmt
Total Other Compensation$76,221TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$781,630AllOtherContributionsAmt
Total Contributions$781,630TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$717,633TotalRevenueColumnAmt
Exclusion$717,633ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$5,094TotalRevenueColumnAmt
Exclusion$5,094ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,094OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,504,357TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$722,727ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$375,000TotalAmt
Program Services$375,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,010TotalAmt
Management And General$12,010ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$117,245TotalAmt
Program Services$18,416ProgramServicesAmt
Management And General$28,482ManagementAndGeneralAmt
Fundraising$70,347FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,664TotalAmt
Program Services$1,664ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescAWARD FEESDesc
Total$24,690TotalAmt
Program Services$24,690ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$530,609TotalAmt
Program Services$419,770ProgramServicesAmt
Management And General$40,492ManagementAndGeneralAmt
Fundraising$70,347FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$250,202BOYAmt
EOY$376,043EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,817,811BOYAmt
EOY$10,440,763EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$249,071BOYAmt
EOY$255,825EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$112,435EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,317,084BOYAmt
EOY$11,185,066EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,367BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,367BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,056,680BOYAmt
EOY$10,011,573EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$542,037BOYAmt
EOY$473,493EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$700,000BOYAmt
EOY$700,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,298,717BOYAmt
EOY$11,185,066EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,317,084BOYAmt
EOY$11,185,066EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$973,748ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,087,399NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION OF BLOOD BANKSBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN362384118EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$375,000OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$375,000OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (1)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Activities TestYes (X)ActivitiesTestInd
Activities Further Exempt PrpsYes (1)ActivitiesFurtherExemptPrpsInd
Activities Engaged Org InvlmntYes (1)ActivitiesEngagedOrgInvlmntInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCH A, PART IV, SECTION A, LINE 6THE TRUST PROVIDED SUPPORT TO OTHER ORGANIZATIONS BASED ON ALIGNMENT WITH ITS MISSION AND OPERATIONS. SEE FURTHER DETAIL ON SCH I.
SCH A, PART IV, SECTION D, LINE 3AMERICAN 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 2ATHE 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 2BTHE 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.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$905,593BeginningYearBalanceAmt
Contributions$125ContributionsAmt
Investment Earnings Or Losses-$28,618InvestmentEarningsOrLossesAmt
Other Expenditures$16,701OtherExpendituresAmt
Administrative Expenses$15,426AdministrativeExpensesAmt
End Year Balance$844,973EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$886,598BeginningYearBalanceAmt
Contributions$25ContributionsAmt
Investment Earnings Or Losses$45,618InvestmentEarningsOrLossesAmt
Other Expenditures$11,000OtherExpendituresAmt
Administrative Expenses$15,648AdministrativeExpensesAmt
End Year Balance$905,593EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$800,765BeginningYearBalanceAmt
Contributions$1,395ContributionsAmt
Investment Earnings Or Losses$98,012InvestmentEarningsOrLossesAmt
Administrative Expenses$13,574AdministrativeExpensesAmt
End Year Balance$886,598EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$633,023BeginningYearBalanceAmt
Contributions$101,664ContributionsAmt
Investment Earnings Or Losses$91,083InvestmentEarningsOrLossesAmt
Administrative Expenses$25,005AdministrativeExpensesAmt
End Year Balance$800,765EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$689,125BeginningYearBalanceAmt
Investment Earnings Or Losses-$19,605InvestmentEarningsOrLossesAmt
Administrative Expenses$36,497AdministrativeExpensesAmt
End Year Balance$633,023EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.82840PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.17160TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,504,357TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$1,504,357RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,504,357TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$530,608TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$530,608ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$530,608TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
ELUCIDATING THE ROLE OF FOXO3 IN RESTORING THE POTENCY OF IN VITRO EXPANDED MESENCHYMAL STEM CELLS1$75,000
NEUTRALIZING SERPINE2: A NEW MEDICAL CONCEPT OF TREATING HAEMOPHILIA1$75,000
PROTHROMBIN ACTIVATION IN VIVO: CONTRIBUTION OF MEMBRANE BINDING FOR EFFECTIVE HEMOSTASIS AND DEVELOPMENT OF A NOVEL WARFARIN REVERSAL STRATEGY1$75,000
NEW STRATEGIES TO AUGMENT EFFICACY OF STEM CELL THERAPY FOR THERAPEUTIC REVASCULARIZATION1$75,000
AEROALLERGEN-SPECIFIC ANTIBODIES IN ALLERGIC TRANSFUSION REACTIONS1$75,000

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MIRIAM MARKOWITZ
CEO, EX-OFFICIO TRUSTEE$0$396,164$0$0$0$0$0$14,476$0$13,402$0$424,042$0$0
KAREN L SHOOS
FORMER CEO$0$185,906$0$0$0$0$0$18,699$0$738$0$205,343$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11THE 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 12CTHE 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 19GOVERNING DOCUMENTS AND CONFLICT OF INTEREST IS LISTED ON OUR WEBSITE. THE FINANCIAL STATETMENTS ARE LISTED ONLY IN THE 990 FILED YEARLY.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION OF BLOOD BANKSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18101 GLENDBROOK ROADAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
EIN362384118EIN
Primary ActivitiesPATIENT SAFETYPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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