2022-11-15T13:05:53-06:00 2021-12-31 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2021-01-01 522059102 NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST FUND NATI 3019076977 4550 MONTGOMERY AVE N TOWER 700 BETHESDA MD 20814 MICHAEL GROGAN CHIEF OPERATING OFFICER 3019076977 2022-11-14 1 MICHAEL GROGAN 999009999 ELIZABETH W HELLER P00397829 2022932200 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DEBRA BENAVRAM 4550 MONTGOMERY AVE N TOWER 700 BETHESDA MD 20814 616602 0 X N/A X 1997 MD THE NBFRET IS A PRIVATE TRUST ORGANIZED FOR CHARITABLE PURPOSES AND IS CLASSIFIED AS A "TYPE III" SUPPORTING ORGANIZATION OPERATING EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. 9 9 0 9 0 0 478800 616602 0 0 913480 0 0 0 1392280 616602 599998 449759 0 0 0 0 0 0 0 273028 142644 873026 592403 519254 24199 17478142 19338197 0 0 17478142 19338197 X THE NBFRET'S PURPOSES ARE TO ENGAGE IN THE FOLLOWING ACTIVITIES AS A SUPPORTING ORGANIZATION OF THE AMERICAN ASSOCIATION OF BLOOD BANKS, A PUBLIC 501(C)(3) CHARITABLE ORGANIZATION ("AABB"): (I) TO FUND RESEARCH, EDUCATION, AND TRAINING IN ALL ASPECTS OF BLOOD BANKING; TRANSFUSION MEDICINE; HEMATOPOIETIC, CELLULAR, AND GENE THERAPIES; AND TISSUE TRANSPLANTATION; (II) TO ENCOURAGE THE VOLUNTARY DONATION OF BLOOD AND OTHER TISSUES AND ORGANS THROUGH EDUCATION, DISSEMINATION OF PUBLIC INFORMATION AND RESEARCH; (III) TO ENCOURAGE THROUGH RESEARCH AND EDUCATION THE MOST APPROPRIATE USE OF BLOOD AND BLOOD DERIVATIVES; (IV) TO IMPROVE THE QUALITY OF TRANSFUSIONS BY ENCOURAGING EDUCATION AND RESEARCH REGARDING THE APPROPRIATE MEANS OF ENSURING THE SAFEST TRANSFUSIONS POSSIBLE; AND (V) TO ACTIVELY SUPPORT RESEARCH AND EDUCATION THROUGH ITS OWN PROGRAMS AND WORK WITH OTHER ORGANIZATIONS IN AREAS OF RESEARCH AND EDUCATION IN BLOOD BANKING. 0 0 574031 449759 GRANT AWARDS:SIX (6) GRANTS WERE AWARDED TO SIX (6) PRINCIPAL INVESTIGATORS AT SIX (6) INSTITUTIONS FOR EARLY-CAREER SCIENTIFIC RESEARCH AND STRATEGIC RESEARCH AND EDUCATION. THE RESEARCH FINDINGS ARE PUBLISHED BY AMERICAN ASSOCIATION OF BLOOD BANKS AND OTHER BLOOD TRANSFUSION AND SCIENTIFIC JOURNALS AND PERIODICALS. IN JULY OF EACH YEAR, A "REQUEST FOR PROPOSALS NOTICE IS ISSUED FOR THE SCIENTIFIC RESEARCH GRANT PROGRAM, IN THE FIELDS OF TRANSFUSION MEDICINE, CELLULAR THERAPIES AND PATIENT BLOOD MANAGEMENT. APPLICATIONS ARE ACCEPTED FROM JULY THROUGH DECEMBER 1ST. IN OCTOBER, THE GRANT PROGRAM IS MARKETED DURING THE AABB ANNUAL MEETING AND IT OFFERS CME CREDITS FOR ATTENDEES TO THE GRANT RECIPIENTS' LECTURE AND LUNCHEON WHERE THREE PRIOR GRANT RECIPIENTS PRESENT THEIR RESEARCH. BASED UPON THE RESEARCH PROJECT AREAS SUBMITTED, THE GRANT REVIEW COMMITTEE CHAIR DEVELOPS THE COMMITTEE TO ENSURE THAT THE COMMITTEE CONSISTS OF THE EXPERTISE NEEDED TO REVIEW THE SUBMITTED RESEARCH. THE APPLICATION REVIEW PROCESS BEGINS AT THE FIRST OF THE YEAR. 574031 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 0 0 0 X THE ORGANIZATION 3019076977 4550 MONTGOMERY AVE N TOWER 700 BETHESDA MD 20814 CHRIS HROUDA CHAIR 2.00 X X 0 0 0 JOSE A CANCELAS PEREZ TRUSTEE 1.00 3.00 X 0 0 0 COL G MICHAEL FITZPATRICK TRUSTEE 1.00 X 0 0 0 KEENYN MCFARLANE TRUSTEE 1.00 X 0 0 0 AARON TOBIAN TRUSTEE 1.00 3.00 X 0 0 0 MICHELLE WEATHERSBY TRUSTEE 1.00 X 0 0 0 BRADLEY KENDREX TRUSTEE 1.00 X 0 0 0 MARY VEAZIE TRUSTEE 1.00 X 0 0 0 KARINA YAZDANBAKHSH TRUSTEE 1.00 X 0 0 0 DEBRA BENAVRAM CEO 2.00 35.50 X 0 690066 138069 0 690066 138069 0 0 1 0 MERRILL LYNCH 200 JOSEPHINE STREET DENVER CO 80206 INVESTMENT MANAGEMENT 127826 1 616602 616602 616602 0 0 0 X 449759 449759 18372 18372 65752 65752 8519 8519 MISCELLANEOUS 50001 50001 592403 574031 18372 0 347669 322936 50 170 16625477 18403222 309551 367662 195395 244207 17478142 19338197 0 0 X 15853571 17639519 1624571 1698678 17478142 19338197 17478142 19338197 24199 1835856 0 X X 0 1 X 1 0 X X 1 AMERICAN ASSOCIATION OF BLOOD BANKS 362384118 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART IV, SECTION E, LINE 2A: THE NBFRET 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 NBFRET DID NOT PERFORM THEM. AABB DESIGNATES ONE INDIVIDUAL FROM THEIR BOARD OF DIRECTORS TO SERVE ON THE NBFRET'S BOARD OF TRUSTEES. PART IV, SECTION E, LINE 2B: THE NBFRET PROVIDED SUPPORT TO AABB BY ENGAGING IN GRANTMAKING ACTIVITIES THAT ARE CONSISTENT WITH THE MISSION OF AABB. THE NBFRET ACTIVELY SUPPORTS RESEARCH, EDUCATION, AND TRAINING AND MANAGES THE INVESTMENTS AND THE ENDOWMENTS THAT PROVIDE AWARDS TO INDIVIDUALS THAT HAVE MADE MAJOR CONTRIBUTIONS TO THE FIELDS OF BLOOD TRANSFUSION MEDICINE AND RELATED THERAPIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1211957 1211957 1099913 325 140112 28393 1211957 943094 2000 187801 32982 1099913 994649 11348 -50952 11951 943094 969430 470 28627 3878 994649 0.00000 0.57760 0.42240 0 0 0 2452458 1835856 1835856 616602 0 616602 592403 0 592403 0 592403 PART V, LINE 4: NET ASSETS WITH DONOR RESTRICTIONS HELD IN PERPETUITY CONSIST OF CONTRIBUTIONS RECEIVED FOR THE HEMPHILL-JORDAN LEADERSHIP AWARD, THE EMILY COOLEY MEMORIAL AWARD AND LECTURESHIP, THE TIBOR GREENWALT MEMORIAL AWARD AND LECTURESHIP, IN MEMORY OF SALLY FRANK, AND CONTRIBUTIONS MADE BY THE ESTATE OF BERNICE HEMPHILL. THE EARNINGS OF EACH ARE DEFINED BELOW: THE HEMPHILL-JORDAN EARNINGS ARE 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 EMILY COOLEY EARNINGS ARE 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 TIBOR GREENWALT EARNINGS ARE 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 SALLY FRANK EARNINGS ARE RESTRICTED FOR THE PURPOSE OF SUPPORTING A BI-ANNUAL AWARD AND LECTURESHIP. THE BERNICE HEMPHILL ESTATE EARNINGS ARE RESTRICTED FOR THE PURPOSE OF ESTABLISHING A BLOOD-BANKING MUSEUM AT THE NATIONAL HEADQUARTERS. 1 THE UNIVERSITY OF UTAH 201 S PRESIDENTS CIR ROOM 406 SALT LAKE CITY UT 84112 876000525 501C3 75000 0 2021 NBF GRANT DANA-FARBER CANCER INSTITUTE INC 450 BROOKLINE AVE BP425F BOSTON MA 02215 042263040 501C3 75000 0 NBF CAREER GRANT BOARD OF TRUSTEES OF THE LELAND STANFORD JRUNIVERSITY 485 BROADWAY UNIVERSITY HALL 3RD FL REDWOOD CITY CA 94063 941156365 501C3 75000 0 NBF CAREER GRANT AUBURN UNIVERSITY 540 DEVALL DRIVE SUITE 200 AUBURN AL 36832 636000724 501C3 74868 0 NBF CAREER GRANT MAYO CLINIC PO BOX 860334 MINNEAPOLIS MN 55905 416011702 501C3 74891 0 2021 NBF GRANT REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO 2000 CLAYTON ROAD CONCORD CA 94520 943067788 501C3 75000 0 UCSF AWARD 6 0 PART I, LINE 2: EVERY APPLICANT PROVIDES A BUDGET FOR THEIR PROJECT THAT IS EVALUATED BY THE SCIENTIFIC RESEARCH GRANTS REVIEW COMMITTEE. IF FUNDED, AN AWARDEE WHO WANTS TO CHANGE THEIR BUDGET ALLOCATION, NEEDS TO SUBMIT A CHANGE REQUEST FORM JUSTIFYING THE NEED. TYPICALLY, AFTER CONSULTATION WITH THE CHAIR OF THE SCIENTIFIC RESEARCH GRANTS REVIEW COMMITTEE, THE NBF DIRECTOR SENDS AN APPROVAL (OR NON-APPROVAL) LETTER. THE NBFRET DOES NOT REQUIRE A FINANCIAL REPORT AT THE END OF THE GRANT PERIOD, HOWEVER SOME INSTITUTIONS PROVIDE THEM AND THEY ARE FILED ALONG WITH THE GRANT RECIPIENT'S RESEARCH FINAL REPORT. GRANT RECIPIENTS SIGN AN AGREEMENT BEFORE ANY FUNDS ARE RELEASED. AS PART OF THIS AGREEMENT, THEY AGREE TO RETURN ANY UNUSED FUNDS. EVERY GRANT RECIPIENT PROVIDES A FINAL REPORT AT THE END OF THEIR FUNDING PERIOD. TWO-YEAR GRANT RECIPIENTS ALSO PROVIDE AN INTERIM REPORT AFTER THE COMPLETION OF THEIR FIRST YEAR. 0 1 0 0 0 0 0 0 0 DEBRA BENAVRAM CEO 0 574060 0 116006 0 0 0 135319 0 2750 0 828135 0 0 PART I, LINE 3 THE CEO RECEIVES NO COMPENSATION FROM THE NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST (NBFRET). THE CEO RECEIVED 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 JOBS AND JOB DESCRIPTIONS AND ENSURES THAT THE SALARY RANGE FOR EACH JOB IS COMPETITIVE WITH MARKET CONDITIONS. THE AMERICAN ASSOCIATION OF BLOOD BANKS' HUMAN RESOURCES COMMITTEE ANNUALLY REVIEWS THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. PART I, LINE 4B DEBRA BENAVRAM RECEIVED $126,619 IN SECTION 457(F) PLAN CONTRIBUTIONS IN 2021. 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 11B THE BOARD OF DIRECTORS WILL DISCUSS AND APPROVE THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS ADOPTED THE POLICY OF ITS RELATED ORGANIZATION, AMERICAN ASSOCIATION OF BLOOD BANKS. ALL CONFLICT OF INTEREST FORMS ARE FILLED OUT ANNUALLY. TWICE A YEAR AT THE BOARD MEETINGS, THERE IS A POLICY TO ASK THAT ANYONE WITH A PERCEIVED CONFLICT OF INTEREST ABSTAIN FROM VOTING AND IN SOME CASES, THEY ARE ASKED TO LEAVE THE ROOM. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE NOT AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 65,752. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,752. PART XII, LINE 2B AS OF THE DATE OF THIS FILING, THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2021, WERE BEING PREPARED. AMERICAN ASSOCIATION OF BLOOD BANKS 4550 MONTGOMERY AVE STE 700 BETHESDA MD 20814 362384118 PATIENT SAFETY IL 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0