2021-11-15T12:25:46-06:00 2020-12-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-01-01 522059102 NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST FUND NATI 3019076977 4550 MONTGOMERY AVE N TOWER NO BETHESDA MD 20814 DEBRA BENAVRAM CEO 3019076977 2021-11-15 1 DEBRA BENAVRAM XXX-XX-XXXX ELIZABETH W HELLER P00397829 2022932200 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DEBRA BENAVRAM 4550 MONTGOMERY AVE N TOWER NO 700 BETHESDA MD 20814 5444154 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 429358 478800 0 0 490699 913480 0 0 920057 1392280 449936 599998 0 0 0 0 0 0 49842 216477 273028 666413 873026 253644 519254 15867222 17478142 0 0 15867222 17478142 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 681918 599998 GRANT AWARDS:EIGHT (8) GRANTS WERE AWARDED TO EIGHT (8) PRINCIPAL INVESTIGATORS AT EIGHT (8) 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. 681918 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 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 NO 700 BETHESDA MD 20814 CHRIS HROUDA CHAIR 2.00 X X 0 0 0 JOSE CANCELAS PEREZ TRUSTEE 1.00 2.00 X 0 0 0 CALVIN COLE TRUSTEE 1.00 X 0 0 0 COL G MICHAEL FITZPATRICK TRUSTEE 1.00 X 0 0 0 BRADLEY KENDREX TRUSTEE 1.00 X 0 0 0 KEENYN MCFARLANE TRUSTEE 1.00 X 0 0 0 AARON TOBIAN TRUSTEE 1.00 2.00 X 0 0 0 MICHELLE WEATHERSBY 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 429298 23857 0 429298 23857 0 0 1 0 MERRILL LYNCH 200 JOSEPHINE STREET DENVER CO 80206 INVESTMENT MANAGEMENT 113112 1 478800 478800 539226 539226 4426128 4051874 374254 374254 374254 1392280 0 0 913480 524988 524988 75010 75010 19847 19847 113112 113112 83071 24922 8307 49842 56998 56998 873026 681918 141266 49842 721669 347669 350 50 14758909 16625477 284083 309551 102211 195395 15867222 17478142 0 0 X 14315534 15853571 1551688 1624571 15867222 17478142 15867222 17478142 519254 1091666 0 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 1099913 325 140112 28393 1211957 943094 2000 187801 32982 1099913 994649 11348 -50952 11951 943094 969430 470 28627 3878 994649 868551 1881 114510 15512 969430 0.57760 0.42240 0 0 0 2370834 1091666 1091666 1279168 113112 113112 1392280 759914 0 759914 113112 113112 873026 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 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 RESEARCH GRANTS 75010 0 0 0 0 0 0 75010 0 75010 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH GRANT 75010 CHECK 1 0 0 0 0 0 0 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. PART III ACCOUNTING METHOD: 1 BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVE BCH 3158 BOSTON MA 021155724 042774441 501C3 75000 EARLY-CAREER SCIENTIFIC RESEARCH GRANT TO ADVANCE THE FIELD OF BLOOD AND BIOTHERAPIES NEW YORK BLOOD CENTER 10 E 67TH ST NEW YORK NY 10065 131949477 501C3 75000 EARLY-CAREER SCIENTIFIC RESEARCH GRANT TO ADVANCE THE FIELD OF BLOOD AND BIOTHERAPIES BOSTON MEDICAL CENTER 660 HARRISON GAMBRO 211 BOSTON MA 021182908 043314093 501C3 75000 EARLY-CAREER SCIENTIFIC RESEARCH GRANT TO ADVANCE THE FIELD OF BLOOD AND BIOTHERAPIES STANFORD UNIVERSITY 455 BROADWAY ST DISCOVERY HALL 2ND FLOOR REDWOOD CITY CA 940633126 941156365 501C3 75000 EARLY-CAREER SCIENTIFIC RESEARCH GRANT TO ADVANCE THE FIELD OF BLOOD AND BIOTHERAPIES UNIVERSITY OF NORTH CAROLINA 104 AIRPORT DRIVE SUITE 2200 CAMPUS BOX 1350 CHAPEL HILL NC 275991350 566001393 501C3 75000 EARLY-CAREER SCIENTIFIC RESEARCH GRANT TO ADVANCE THE FIELD OF BLOOD AND BIOTHERAPIES EMORY UNIVERSITY 1599 CLIFTON ROAD NE 4TH FLOOR 1599-001-1BA ATLANTA GA 303224250 580566256 501C3 74988 EARLY-CAREER SCIENTIFIC RESEARCH GRANT TO ADVANCE THE FIELD OF BLOOD AND BIOTHERAPIES COLUMBIA UNIVERSITY 77 FORT WASHINGTON AVE MILSTEIN HOSPITAL BUILDING 8GS-300 NEW YORK NY 10032 135598093 501C3 75000 EARLY-CAREER SCIENTIFIC RESEARCH GRANT TO ADVANCE THE FIELD OF BLOOD AND BIOTHERAPIES 7 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 332026 0 97272 0 0 0 0 0 24094 0 453392 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 PARTICIPATED IN A SECTION 457(F) PLAN. 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. 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