2019-11-14T15:03:29-06:00 2018-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2018-01-01 522059102 NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST FUND NATI 3019076977 4550 MONTGOMERY AVE N TOWER NO 700 BETHESDA MD 20814 DEBRA BENAVRAM CEO 3019076977 2019-11-14 1 ELIZABETH HELLER P00397829 2022932200 216.59.105.130 2019-11-14 15:03:26 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8B6C6DF7A8E3B84B5AE7D1943EC3750B5C691B8F 2018 2020-04-17 16:48:07Z DEBRA BENAVRAM 4550 MONTGOMERY AVE N TOWER NO 700 BETHESDA MD 20814 1082754 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 161556 624422 0 0 103238 457995 98 337 264892 1082754 0 524416 0 0 0 0 0 0 56229 113964 262302 113964 786718 150928 296036 14322697 13474808 30 52482 14322667 13422326 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 595655 524416 GRANT AWARDS:SEVEN (7) GRANTS WERE AWARDED TO SEVEN (7) PRINCIPAL INVESTIGATORS AT SEVEN (7) 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. 595655 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 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 X 0 0 0 CALVIN COLE TRUSTEE 1.00 X 0 0 0 LOUIS KATZ TRUSTEE 1.00 X 0 0 0 KEENYN MCFARLANE TRUSTEE 1.00 X 0 0 0 THOMAS PUCKETT TRUSTEE 1.00 X 0 0 0 ZBIGNIEW SZCZEPIORKOWSKI 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 (AS OF 6/18) 2.00 35.50 X 0 239255 31772 THOMAS HOPKINS CFO (THRU 10/18) 2.00 35.50 X 0 238841 25239 0 478096 57011 0 0 1 0 MERRILL LYNCH 200 JOSEPHINE STREET DENVER CO 80206 INVESTMENT MANAGEMENT 112919 1 624422 624422 457995 457995 MISCELLANEOUS INCOME 900099 337 337 337 1082754 0 0 458332 X 449416 449416 75000 75000 15000 15000 106117 106117 93714 28114 9371 56229 4166 4166 43125 43125 MISCELLANEOUS EXPENSES 180 180 786718 595655 134834 56229 606569 926209 225000 75050 13066061 12205272 251987 268277 173080 0 14322697 13474808 30 0 0 52482 30 52482 X 12974483 12079638 648184 642688 700000 700000 14322667 13422326 14322697 13474808 296036 -1196377 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 TRUST PROVIDED SUPPORT TO AABB BY ENGAGING IN ACTIVITIES TO PERFORM THE FUNCTIONS OF OR THAT CARRY OUT THE PURPOSES OF AABB AND PERFORMING FUNCTIONS THAT AABB WOULD OTHERWISE PERFORM IF THE TRUST DID NOT PERFORM THEM. AABB DESIGNATES ONE INDIVIDUAL FROM THEIR BOARD OF DIRECTORS TO SERVE ON THE TRUST'S BOARD OF TRUSTEES. PART IV, SECTION E, LINE 2B: THE TRUST PROVIDED SUPPORT TO AABB BY ENGAGING IN GRANTMAKING ACTIVITIES THAT ARE CONSISTENT WITH THE MISSION OF AABB. THE TRUST ACTIVELY SUPPORTS RESEARCH, EDUCATION, AND TRAINING 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 994649 11348 -50952 11951 943094 969430 470 28627 3878 994649 868551 1881 114510 15512 969430 844973 1800 50323 13278 15267 868551 905593 125 -28618 16701 15426 844973 0.74220 0.25780 0 0 0 DUE TO AABB 52482 52482 -219740 -1196377 -1196377 976637 106117 106117 1082754 680601 0 680601 106117 106117 786718 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. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 RESEARCH GRANTS 93539 0 0 0 0 0 0 93539 0 93539 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESEARCH GRANT 75000 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. 1 THE JACKSON LABORATORY 600 MAIN STREET BAR HARBOR ME 04609 010211513 501C3 75000 FUELING INNOVATION IN TRANSFUSION MEDICINE AND CELLULAR THERAPIES FOR THE BENEFIT OF PATIENTS AND DONORS BY PROVIDING GRANT FUNDING FOR EARLY-STAGE INVESTIGATORS ON A PATH TOWARD RESEARCH INDEPENDENCE. THE CHILDREN'S NATIONAL HEALTH SYSTEM (CHILDREN'S RESEARCH INSTITUTE) 111 MICHIGAN AVE NW WASHINGTON DC 20010 521640403 501C3 75000 FUELING INNOVATION IN TRANSFUSION MEDICINE AND CELLULAR THERAPIES FOR THE BENEFIT OF PATIENTS AND DONORS BY PROVIDING GRANT FUNDING FOR EARLY-STAGE INVESTIGATORS ON A PATH TOWARD RESEARCH INDEPENDENCE. CHILDREN'S HOSPITAL CORP (BOSTON CHILDREN'S HOSPITAL) PO BOX 414413 BOSTON MA 02241 042774441 501C3 75000 FUELING INNOVATION IN TRANSFUSION MEDICINE AND CELLULAR THERAPIES FOR THE BENEFIT OF PATIENTS AND DONORS BY PROVIDING GRANT FUNDING FOR EARLY-STAGE INVESTIGATORS ON A PATH TOWARD RESEARCH INDEPENDENCE. NEW YORK BLOOD CENTER (LINDSLEY F KIMBALL RESEARCH INSTITUTE) 310 EAST 67TH STREET NEW YORK NY 10065 131949477 501C3 75000 FUELING INNOVATION IN TRANSFUSION MEDICINE AND CELLULAR THERAPIES FOR THE BENEFIT OF PATIENTS AND DONORS BY PROVIDING GRANT FUNDING FOR EARLY-STAGE INVESTIGATORS ON A PATH TOWARD RESEARCH INDEPENDENCE. UNIVERSITY OF PENNSYLVANIA 3620 HAMILTON WALK PHILADELPHIA PA 19104 231352685 501C3 75000 FUELING INNOVATION IN TRANSFUSION MEDICINE AND CELLULAR THERAPIES FOR THE BENEFIT OF PATIENTS AND DONORS BY PROVIDING GRANT FUNDING FOR EARLY-STAGE INVESTIGATORS ON A PATH TOWARD RESEARCH INDEPENDENCE. BLOODWORKS NORTHWEST RESEARCH INSTITUTE 921 TERRY AVENUE SEATTLE WA 98104 911019655 501C3 74416 FUELING INNOVATION IN TRANSFUSION MEDICINE AND CELLULAR THERAPIES FOR THE BENEFIT OF PATIENTS AND DONORS BY PROVIDING GRANT FUNDING FOR EARLY-STAGE INVESTIGATORS ON A PATH TOWARD RESEARCH INDEPENDENCE. 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 (AS OF 6/18) 0 230231 0 0 0 9024 0 14894 0 19415 0 273564 0 0 THOMAS HOPKINS CFO (THRU 10/18) 0 163978 0 58333 0 16530 0 5445 0 21573 0 265859 0 0 PART I, LINE 3 THE CEO RECEIVES NO COMPENSATION FROM THE 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 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 AND AABB CONTRIBUTED $14,894 IN 2018. 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 28,114. MANAGEMENT AND GENERAL EXPENSES 9,371. FUNDRAISING EXPENSES 56,229. TOTAL EXPENSES 93,714. 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