NATIONAL BLOOD FOUNDATION RESEARCH AND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
NATIONAL BLOOD FOUNDATION RESEARCH AND (EIN 52-2059102)
Tax period
2011-10-01 to 2012-09-30
Filed
2013-08-13
IRS object ID
201322259349301137
Schema version
2011v1.5
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)
Timestamp2013-08-13T13:04:11-05:00Timestamp
Tax Period End Date2012-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN410746749EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14250 N FAIRFAX DRIVE SUITE 1020AddressLine1
CityARLINGTONCity
StateVAState
ZIP Code22203ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN522059102EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NATIONAL BLOOD FOUNDATION RESEARCH ANDBusinessNameLine1
Business Name Line2EDUCATION TRUST FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlNATINameControl
Phone3019076977Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line18101 GLENBROOK ROADAddressLine1
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARK R CONHEADYName
TitleCHIEF FINANCIAL OFFICERTitle
Phone3019076977Phone
Date Signed2013-08-09DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKAREN GRIESName
PTINP00078514PTIN
Phone5712279500Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMIRIAM MARKOWITZNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line18101 GLENBROOK ROADAddressLine1
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode
FieldValueIRS element (for citing)
Gross Receipts4571017GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.AABB.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1997YearFormation
State Legal DomicileMDStateLegalDomicile
Activity Or Mission DescriptionTO FUND BLOOD RESEARCH, EDUCATION AND TRAINING.ActivityOrMissionDescription
Nbr Voting Members Governing Body8NbrVotingMembersGoverningBody
Nbr Independent Voting Members8NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers8TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year762618ContributionsGrantsPriorYear
Contributions Grants Current Year752580ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year389511InvestmentIncomePriorYear
Investment Income Current Year432998InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year1152129TotalRevenuePriorYear
Total Revenue Current Year1185578TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year440500GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY443052GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year67731TotalFundrsngExpCurrentYear
Other Expense Prior Year219080OtherExpensePriorYear
Other Expenses Current Year225139OtherExpensesCurrentYear
Total Expenses Prior Year659580TotalExpensesPriorYear
Total Expenses Current Year668191TotalExpensesCurrentYear
Revenues Less Expenses Prior Year492549RevenuesLessExpensesPriorYear
Revenues Less Expenses CY517387RevenuesLessExpensesCY
Total Assets BOY7918535TotalAssetsBOY
Total Assets EOY9206930TotalAssetsEOY
Total Liabilities BOY23868TotalLiabilitiesBOY
Total Liabilities EOY91514TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY7894667NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY9115416NetAssetsOrFundBalancesEOY
Mission DescriptionTO ADVANCE, THROUGH SCIENTIFIC RESEARCH, THE PRACTICE AND STANDARDS OF TRANSFUSION MEDICINE AND CELLULAR AND RELATED BIOLOGICAL THERAPIES.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense496757Expense
Grants443052Grants
DescriptionSIX GRANTS WERE AWARDED TO SIX PRINCIPAL INVESTIGATORS AT FIVE INSTITUTIONS. TWO WERE AWARDED FOR BLOOD TRANSFUSION RESEARCH AND FOUR 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.Description
Total Program Service Expense496757TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals1MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members8NbrVotingGoverningBodyMembers
Number Independent Voting Members8NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MARK R CONHEADYBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2403336615TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line18101 GLENBROOK RDAddressLine1
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (10 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
JACK MCGUIRE MBA
TRUSTEE1.00X000
DALE MALLOY DPA
TRUSTEE1.00X000
TOM GRAHAM MBA
TRUSTEE1.00X000
ROBERT JONES MBA
TRUSTEE1.00X000
NORA HIRSCHLER MD
TRUSTEE1.00X000
DAVID H MCKENNA MD
TRUSTEE1.00X000
J DANIEL CONNOR MBA
CHAIR1.00X000X
GREG SUNSET
TRUSTEE'S AGENT1.00X000X
KAREN L SHOOS JD
EX-OFFICIO DIRECTOR2.00050314844079X
MARK R CONHEADY
CFO2.00017091221695X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs674060TotalReportableCompFrmRltdOrgs
Total Other Compensation65774TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions752580AllOtherContributions
Total Contributions752580TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column166324TotalRevenueColumn
Exclusion$166,324ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities3652113Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3385439Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities266674Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column266674TotalRevenueColumn
Exclusion$266,674ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1185578TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$432,998ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total368052Total
Program Services368052ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total75000Total
Program Services75000ProgramServices

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total112887Total
Program Services33865ProgramServices
Management And General11291ManagementAndGeneral
Fundraising67731Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total22606Total
Management And General22606ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total57146Total
Management And General57146ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total103Total
Management And General103ManagementAndGeneral

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionAWARD FEESDescription
Total19840Total
Program Services19840ProgramServices

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total12557Total
Management And General12557ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total668191Total
Program Services496757ProgramServices
Management And General103703ManagementAndGeneral
Fundraising67731Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY126182BOY
EOY22921EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY802315BOY
EOY1322311EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY6496663BOY
EOY7528735EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY493375BOY
EOY332963EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY7918535BOY
EOY9206930EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY23868BOY
EOY91514EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY23868BOY
EOY91514EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY6854514BOY
EOY8004752EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY446282BOY
EOY410664EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY593871BOY
EOY700000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7894667BOY
EOY9115416EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7918535BOY
EOY9206930EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses517387ReconcilationRevenueExpenses
Reconcilation Other Changes703362ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1AMER ASSOC BLOOD BANKSBusinessNameLine1
FieldValueIRS element (for citing)
EIN362384118EIN
Type Of Organization7TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$0Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts0SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance633023BeginningOfYearBalance
Contributions101664Contributions
Investment Earnings Or Losses91083InvestmentEarningsOrLosses
Administrative Expenses25005AdministrativeExpenses
End Of Year Balance800765EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance689125BeginningOfYearBalance
Investment Earnings Or Losses-19605InvestmentEarningsOrLosses
Administrative Expenses36497AdministrativeExpenses
End Of Year Balance633023EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance656633BeginningOfYearBalance
Contributions3990Contributions
Investment Earnings Or Losses53204InvestmentEarningsOrLosses
Administrative Expenses24702AdministrativeExpenses
End Of Year Balance689125EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance643529BeginningOfYearBalance
Contributions25Contributions
Investment Earnings Or Losses26355InvestmentEarningsOrLosses
Administrative Expenses13276AdministrativeExpenses
End Of Year Balance656633EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.87600PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.12400TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Total Revenue1185578TotalRevenue
Total Expenses668191TotalExpenses
Excess Or Deficit For Year517387ExcessOrDeficitForYear
Net Unrealized GL On Investments703362NetUnrealizedGLOnInvestments
Total Adjustments703362TotalAdjustments
Excess Or Deficit Per FS1220749ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1128432TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal1128432RevenueSubtotal
Investment Expenses Not Included57146InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt57146RevenueNotRptdOnFinStmt
Total Revenue Per Form9901185578TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt611045TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal611045ExpensesSubtotal
Investment Expenses Not Included257146InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt57146ExpensesNotRptdOnFinStmt
Total Expenses Per Form990668191TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: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.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X: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. THE TAX RETURNS FOR THE FISCAL YEARS 2009 THROUGH 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionEUROPE (INCLUDING ICELAND & GREENLAND)Region
Number Of Offices0NumberOfOffices
Number Of Employees0NumberOfEmployees
Type Of Activities ConductedGRANT TO RECIPIENTS LOCATED IN THE REGIONTypeOfActivitiesConducted
Specific Services ProvidedGRANT TO SUPPORT EXEMPT PURPOSE MISSIONSpecificServicesProvided
Total Expenditures75000TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent75000SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent75000TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS

FieldValueIRS element (for citing)
Type Of AssistanceSCIENTIFIC RESEARCH GRANTTypeOfAssistance
RegionEUROPERegion
Number Of Recipients1NumberOfRecipients
Amount Of Cash Grant75000AmountOfCashGrant
Manner Of Cash DisbursementCHECKMannerOfCashDisbursement
Description Of Non Cash AssistanceN/ADescriptionOfNonCashAssistance
Method Of ValuationN/AMethodOfValuation
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:Identifier
ExplanationSCHEDULE F, PART I, LINE 2: AN APPLICANT MUST BE A DOCTOR (MD OR PHD), MEDICAL TECHNOLOGIST, OR TRANFUSION MEDICINE PROFESSIONAL. ALL APPLICANTS ARE CONSIDERED REGARDLESS OF AGE, RACE, GENDER, NATIONAL ORIGIN, OR RELIGION. EMPHASIS WILL BE GIVEN TO FIRST TIME APPLICANTS WHO HAVE SUBMITTED A STRONG PROGRESS REPORT. PRIORITY IN AWARDING GRANTS WILL BE GIVEN TO INNOVATIVE AND/OR NEW PROJECTS. AT NO TIME WILL AN APPLICATION BE CONSIDERED AFTER HAVING BEEN SUBMITTED THREE TIMES. GRANTS WILL NOT BE GIVEN TO ANY ONE INVESTIGATOR MORE THAN TWICE. AWARDS WILL NOT BE MADE TO INCREASE THE FUNDING AVAILABLE FOR CURRENTLY FUNDED RESEARCH PROJECTS. THESE GRANTS ARE INTENDED TO PROVIDE "SEED"-TYPE FUNDING THAT ALLOWS THE PRINCIPAL INVESTIGATOR TO ENHANCE PRELIMINARY DATA. THIS DATA MAY THEN BE USEFUL IN APPLYING FOR LARGER GRANTS. GRANT RECIPIENTS ARE REQUIRED TO PROVIDE A FINAL REPORT ON THE RESEARCH AND UTILIZATION OF FUNDING WITHIN 60 DAYS OF THE END OF THE FUNDING PERIOD. GRANT TERMS MAY BE FOR ONE OR TWO YEARS, WITH A MAXIMUM TOTAL AWARD PER GRANT LIMITED TO $75,000 TO BE USED EXCLUSIVELY FOR RESEARCH. GRANTS AWARDED MAY NOT COVER COSTS SUCH AS TRAVEL OR PUBLICATION FEES. EQUIPMENT EXPENDITURES MAY NOT EXCEED $8,000 PER GRANT. NO AMOUNT OF THE AWARD MAY BE USED FOR INSTITUTIONAL OVERHEAD. ALL DOCUMENTS MUST BE SUBMITTED IN ENGLISH. ALL GRANT APPLICATIONS ARE REVIEWED BY THE NATIONAL BLOOD FOUNDATION (NBF) GRANTS REVIEW COMMITTEE (GRC). THIS COMMITTEE MEETS ONCE A YEAR TO SELECT AWARD RECEIPIENTS. OUTSIDE REVIEWERS MAY BE CONSULTED AT THE DISCRETION OF THE COMMITTEE. THE NBF BOARD OF TRUSTEES MUST APPROVE AND THE ORGANIZATION (NBFRET) MUST ACCEPT THE GRC'S RECOMMENDATIONS BEFORE OFFICIAL AWARDS CAN BE MADE. APPLICANTS ARE JUDGED ON THE ABILITY TO MEET ELIGIBILITY CRITERIA, SCIENTIFIC MERIT, RELEVANCE TO AND IMPACT ON TRANFUSION SCIENCE, FOCUS AND APPROPRIATENESS TO THE SCOPE OF FUNDING, LIKELIHOOD OF MEANINGFUL DATA, AND LIKELIHOOD OF FUTURE FUNDING POTENTIAL.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCIENTIFIC RESEARCH GRANTSTypeOfGrant
Number Of Recipients5NumberOfRecipients
Amount Of Cash Grant368052AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: AN APPLICANT MUST BE A DOCTOR (MD OR PHD), MEDICAL TECHNOLOGIST, OR TRANFUSION MEDICINE PROFESSIONAL. ALL APPLICANTS ARE CONSIDERED REGARDLESS OF AGE, RACE, GENDER, NATIONAL ORIGIN, OR RELIGION. EMPHASIS WILL BE GIVEN TO FIRST TIME APPLICANTS WHO HAVE SUBMITTED A STRONG PROGRESS REPORT. PRIORITY IN AWARDING GRANTS WILL BE GIVEN TO INNOVATIVE AND/OR NEW PROJECTS. AT NO TIME WILL AN APPLICATION BE CONSIDERED AFTER HAVING BEEN SUBMITTED THREE TIMES. GRANTS WILL NOT BE GIVEN TO ANY ONE INVESTIGATOR MORE THAN TWICE. AWARDS WILL NOT BE MADE TO INCREASE THE FUNDING AVAILABLE FOR CURRENTLY FUNDED RESEARCH PROJECTS. THESE GRANTS ARE INTENDED TO PROVIDE "SEED"-TYPE FUNDING THAT ALLOWS THE PRINCIPAL INVESTIGATOR TO ENHANCE PRELIMINARY DATA. THIS DATA MAY THEN BE USEFUL IN APPLYING FOR LARGER GRANTS. GRANT RECIPIENTS ARE REQUIRED TO PROVIDE A FINAL REPORT ON THE RESEARCH AND UTILIZATION OF FUNDING WITHIN 60 DAYS OF THE END OF THE FUNDING PERIOD. GRANT TERMS MAY BE FOR ONE OR TWO YEARS, WITH A MAXIMUM TOTAL AWARD PER GRANT LIMITED TO $75,000 TO BE USED EXCLUSIVELY FOR RESEARCH. GRANTS AWARDED MAY NOT COVER COSTS SUCH AS TRAVEL OR PUBLICATION FEES. EQUIPMENT EXPENDITURES MAY NOT EXCEED $8,000 PER GRANT. NO AMOUNT OF THE AWARD MAY BE USED FOR INSTITUTIONAL OVERHEAD. ALL DOCUMENTS MUST BE SUBMITTED IN ENGLISH. ALL GRANT APPLICATIONS ARE REVIEWED BY THE NATIONAL BLOOD FOUNDATION (NBF) GRANTS REVIEW COMMITTEE (GRC). THIS COMMITTEE MEETS ONCE A YEAR TO SELECT AWARD RECEIPIENTS. OUTSIDE REVIEWERS MAY BE CONSULTED AT THE DISCRETION OF THE COMMITTEE. THE NBF BOARD OF TRUSTEES MUST APPROVE AND THE ORGANIZATION (NBFRET) MUST ACCEPT THE GRC'S RECOMMENDATIONS BEFORE OFFICIAL AWARDS CAN BE MADE. APPLICANTS ARE JUDGED ON THE ABILITY TO MEET ELIGIBILITY CRITERIA, SCIENTIFIC MERIT, RELEVANCE TO AND IMPACT ON TRANFUSION SCIENCE, FOCUS AND APPROPRIATENESS TO THE SCOPE OF FUNDING, LIKELIHOOD OF MEANINGFUL DATA, AND LIKELIHOOD OF FUTURE FUNDING POTENTIAL.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
KAREN L SHOOS JD
0349343000153805031656012423054722700
MARK R CONHEADY
01597120112000001386307832019260700

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 4BKAREN L. SHOOS PAYOUT OF A NONQUALIFIED DEFERRED COMPENSATION PLAN $153,805.
PART IIIPART I, LINE 3: THE CEO RECEIVES NO COMPENSATION FROM NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST (NBFRET). THE CEO RECEIVES COMPENSATION FROM NBFRET'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 FEBRUARY 2010 FOR THE CEO.SUPPLEMENTAL INFORMATION

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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 FORM 990 IS PREPARED BY THEIR OUTSIDE PUBLIC ACCOUNTING FIRM, REVIEWED BY MANAGEMENT AND SENT TO THE BOARD FOLLOWED BY A PERIOD FOR COMMENT. ONCE THE PERIOD OF COMMENT IS COMPLETE AND NO ADDITIONAL CHANGES ARE NOTED, THE RETURN IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CALL 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.
PART VI, LINE 15: THERE ARE NO PAID OFFICERS OR KEY EMPLOYEES AT THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE AMERICAN ASSOCIATION OF BLOOD BANKS' WEBSITE (WWW.AABB.ORG).
FORM 990, PART VII, COLUMN (B):THE FOLLOWING TWO INDIVIDUALS DEVOTED TIME TO THE NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST FUND AS WELL AS ITS RELATED PARTY AMERICAN ASSOCIATION OF BLOOD BANKS. THE HOURS DEVOTED IS AS FOLLOWS: KAREN L. SHOOS AMERICAN ASSOCIATION OF BLOOD BANKS 40HRS/WEEK NAT'L BLOOD FOUNDATION RESEARCH & EDUCATION TRUST FUND 2HRS/WEEK MARK R. CONHEADY AMERICAN ASSOCIATION OF BLOOD BANKS 40HRS/WEEK NAT'L BLOOD FOUNDATION RESEARCH & EDUCATION TRUST FUND 2HRS/WEEKHOURS WORKED
FORM 990, PART XI, LINE 5:NET UNREALIZED GAINS ON INVESTMENTS: 703,362.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.AUDIT OVERSIGHT COMMITTEE

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION OF BLOOD BANKSBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line18101 GLENDBROOK ROADAddressLine1
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode
FieldValueIRS element (for citing)
EIN362384118EIN
Primary ActivitiesPATIENT SAFETYPrimaryActivities
Legal Domicile StateILLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity StatusLINE 7PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.