NATIONAL BLOOD FOUNDATION RESEARCH AND: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL BLOOD FOUNDATION RESEARCH AND (EIN 52-2059102)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-15
- IRS object ID
- 201102279349303630
- Schema version
- 2009v1.7
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-15T15:36:43-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 SOUTH QUINCY ST SUITE 150 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522059102 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Blood Foundation Research and | BusinessNameLine1 |
| Business Name Line2 | Education Trust Fund | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 3019076977 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8101 Glenbrook Road | AddressLine1 |
| City | Bethesda | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK R CONHEADY | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 3019076977 | Phone |
| Date Signed | 2011-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7039985100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | karen shoos lipton | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8101 Glenbrook Road | AddressLine1 |
| City | Bethesda | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4260573 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.aabb.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | TO FUND BLOOD RESEARCH AND EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 9 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1009744 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 928800 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -342050 | InvestmentIncomePriorYear |
| Investment Income Current Year | 382683 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 26725 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4358 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 694419 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1315841 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 522285 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 599750 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 92932 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 253151 | OtherExpensePriorYear |
| Other Expenses Current Year | 241568 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 775436 | TotalExpensesPriorYear |
| Total Expenses Current Year | 841318 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -81017 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 474523 | RevenuesLessExpensesCY |
| Total Assets BOY | 7287446 | TotalAssetsBOY |
| Total Assets EOY | 7981596 | TotalAssetsEOY |
| Total Liabilities EOY | 16018 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7287446 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7965578 | NetAssetsOrFundBalancesEOY |
| Mission Description | To advance, through scientific research, the practice and standards of transfusion medicine and cellular and related biological therapies. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 666151 | Expense |
| Grants | 599750 | Grants |
| Description | EIGHT GRANTS WERE AWARDED TO EIGHT PRINCIPAL INVESTIGATORS AT EIGHT INSTITUTIONS. SIX WERE AWARDED FOR BLOOD TRANSFUSION RESEARCH AND TWO 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 Expense | 666151 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark Conheady | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2403336615 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8101 Glenbrook RD | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Greg Sunset | ||||||
| Trustee's agent | 1.00 | X | X | 0 | 0 | 0 |
| Jack mcGuire MBA | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Susan Roseff MD | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Dale Malloy DPA | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Tom Graham MBA | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Robert jones mba | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| NORA HIRSCHLER MD | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| J DANIEL CONNOR MBA | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| Karen Shoos Lipton JD | ||||||
| EX-OFFICIO DIRECTOR | 2.00 | X | 0 | 335501 | 34777 | |
| mark conheady | ||||||
| CFO-AMER ASSOC OF BLOOD BANKS | 2.00 | X | 0 | 152616 | 7428 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 488117 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 42205 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 928800 | AllOtherContributions |
| Total Contributions | 928800 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 140366 | TotalRevenueColumn |
| Exclusion | $140,366 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3187049 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2944732 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 242317 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 242317 | TotalRevenueColumn |
| Exclusion | $242,317 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4358 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4358 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4358 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1315841 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4358 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $382,683 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524750 | Total |
| Program Services | 524750 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75000 | Total |
| Program Services | 75000 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154886 | Total |
| Program Services | 46466 | ProgramServices |
| Management And General | 15488 | ManagementAndGeneral |
| Fundraising | 92932 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19585 | Total |
| Management And General | 19585 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47070 | Total |
| Management And General | 47070 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| AWARD FEES | 19935 | 19935 | |
| BANK CHARGES | 92 | 92 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 841318 | Total |
| Program Services | 666151 | ProgramServices |
| Management And General | 82235 | ManagementAndGeneral |
| Fundraising | 92932 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126228 | BOY |
| EOY | 248205 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 957585 | BOY |
| EOY | 666681 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 271391 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5301001 | BOY |
| EOY | 6433359 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 631241 | BOY |
| EOY | 633351 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7287446 | BOY |
| EOY | 7981596 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 16018 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 16018 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6254979 | BOY |
| EOY | 6888002 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 442243 | BOY |
| EOY | 480925 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 590224 | BOY |
| EOY | 596651 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7287446 | BOY |
| EOY | 7965578 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7287446 | BOY |
| EOY | 7981596 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amer Assoc Blood Banks | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362384118 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 656633 | BeginningOfYearBalance |
| Contributions | 3990 | Contributions |
| Investment Earnings Or Losses | 53204 | InvestmentEarningsOrLosses |
| Administrative Expenses | 24702 | AdministrativeExpenses |
| End Of Year Balance | 689125 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 643529 | BeginningOfYearBalance |
| Contributions | 25 | Contributions |
| Investment Earnings Or Losses | 26355 | InvestmentEarningsOrLosses |
| Administrative Expenses | 13276 | AdministrativeExpenses |
| End Of Year Balance | 656633 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.86580 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13850 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Securities not publicly traded | Description |
| Book Value | 633351 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 633351 | TotalOfBookValueSecurities |
| Total Revenue | 1315841 | TotalRevenue |
| Total Expenses | 841318 | TotalExpenses |
| Excess Or Deficit For Year | 474523 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 203609 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 203609 | TotalAdjustments |
| Excess Or Deficit Per FS | 678132 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1268771 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 1268771 | RevenueSubtotal |
| Investment Expenses Not Included | 47070 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 47070 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1315841 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 794248 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 794248 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 47070 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 47070 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 841318 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | 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: | Description of Uncertain Tax Positions Under FIN 48: | 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 ended 2007 through 2009 are open to examination by federal and state authorities. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | north america | Region |
| Type Of Activities Conducted | grantmaking | TypeOfActivitiesConducted |
| Specific Services Provided | grant awarded for blood transfusion research | SpecificServicesProvided |
| Total Expenditures | 75000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 75000 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Scientific Research grant | TypeOfAssistance |
| Region | north america | Region |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 75000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants Outside the U.S.: | Identifier |
| Explanation | Schedule 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 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. APPLIANTS 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCIENTIFIC RESEARCH GRANTs | TypeOfGrant |
| Number Of Recipients | 7 | NumberOfRecipients |
| Amount Of Cash Grant | 524750 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule 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 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. APPLIANTS 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Karen Shoos Lipton JD | |||||||||||||
| 0 | 335501 | 0 | 0 | 0 | 0 | 0 | 19584 | 0 | 15193 | 0 | 370278 | 0 | 0 |
| mark conheady | |||||||||||||
| 0 | 152616 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 7428 | 0 | 160044 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Return Reference | Part III | ReturnReference |
| Explanation | pART 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 | Copies are sent to the Board followed by a period for comment. |
| Form 990, Part VI, Section B, line 12c | 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. |
| Part VI, Line 15: There are no paid officers or key employees at the organization. | |
| Form 990, Part VI, Section C, line 19 | THE 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 | The estimated average hours per week devoted to American Association of Blood Banks (AABB), a related organization of National Blood Foundation Research and Education Trust (NBFRET), by Susan Roseff, MD, AND j. DANIEL CONNOR, MBA, RESPECTIVELY, is 10. The estimated average hours per week devoted to AABB by Karen Shoos Lipton, JD, and Mark Royal Conheady, RESPECTIVELY, is 37.5. |
| FORM 990, PART XI, LINE 2C | The process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Association of Blood Banks | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8101 GLENDBROOK ROAD | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362384118 | EIN |
| Primary Activities | Patient Safety | PrimaryActivities |
| Legal Domicile State | MD | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
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