Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
NORTH AMERICAN THROMBOSIS FORUM INC
 
Number and street (or P.O. box number if mail is not delivered to street address)368 BOYLSTON ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLINE, MA02445
A Employer identification number

20-4818196
B Telephone number (see instructions)

(617) 525-8326
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,800,815J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,418,165
2 Check bullet.............
3 Interest on savings and temporary cash investments 464 464 464
4 Dividends and interest from securities... 84,745 84,745 84,745
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -7,666
b Gross sales price for all assets on line 6a 616,369
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 19,116 0 19,116
12 Total. Add lines 1 through 11........ 1,514,824 85,209 104,325
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 115,123 0 0 115,123
14 Other employee salaries and wages...... 167,934 0 0 167,934
15 Pension plans, employee benefits....... 23,470 0 0 23,470
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 16,900 8,450 0 8,450
c Other professional fees (attach schedule).... Click to see attachment 66,662 23,624 0 43,038
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 26,323 0 0 24,470
19 Depreciation (attach schedule) and depletion... Click to see attachment 14,678 0 0
20 Occupancy.............. 41,245 0 0 41,245
21 Travel, conferences, and meetings....... 95,299 0 0 95,299
22 Printing and publications.......... 130 0 0 130
23 Other expenses (attach schedule)....... Click to see attachment 443,772 0 104,325 339,397
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,011,536 32,074 104,325 858,556
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,011,536 32,074 104,325 858,556
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 503,288
b Net investment income (if negative, enter -0-) 53,135
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 135,863 257,414 257,414
2 Savings and temporary cash investments......... 83,913 98,443 98,443
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 3,200 3,200 3,200
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,714,050 Click to see attachment2,702,419 2,702,419
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,699,311 Click to see attachment1,683,286 1,683,286
14 Land, buildings, and equipment: basis bullet140,831
Less: accumulated depreciation (attach schedule) bullet84,778 64,409 Click to see attachment56,053 56,053
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,700,746 4,800,815 4,800,815
Liabilities 17 Accounts payable and accrued expenses.......... 18,603 46,087
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 18,603 46,087
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 4,682,143 4,754,728
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 4,682,143 4,754,728
31 Total liabilities and net assets/fund balances (see instructions). 4,700,746 4,800,815
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,682,143
2
Enter amount from Part I, line 27a .....................
2
503,288
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,185,431
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
430,703
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,754,728
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES: UBS 47827 P    
b PUBLICLY TRADED SECURITIES: UBS 47827 P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 114,353   115,884 -1,531
b 485,766   508,151 -22,385
c 16,250     16,250
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,531
b       -22,385
c       16,250
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -7,666
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -1,531
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 605,211 4,104,945 0.147435
2016 591,526 3,509,456 0.168552
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
0.315987
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.157994
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,863,985
5
Multiply line 4 by line 3......................
5
768,480
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
531
7
Add lines 5 and 6........................
7
769,011
8
Enter qualifying distributions from Part XII, line 4,.............
8
858,556
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 531
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 531
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 531
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,200
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,700
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,169
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,169 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.NATFONLINE.ORG
    14
    The books are in care ofbulletDENNIS HURLEY Telephone no.bullet (617) 525-8326

    Located atbullet368 BOYLSTON STBROOKLINEMA ZIP+4bullet02445
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SAMUEL Z GOLDHABER MD PRESIDENT
    1.00     		10,000 0 4,582
    271 BEVERLY ROAD
    CHESTNUT HILL,MA02467
    JOHN FANIKOS RPH MBA TREASURER
    1.00     		6,000 0 4,392
    8 OAK STREET
    WAKEFIELD,MA01880
    CHRISTIAN RUFF MD MPH DIRECTOR
    1.00     		0 0 4,275
    368 BOYLSTON ST
    BROOKLINE,MA02445
    JAWED FAREED PHD VICE PRESIDENT; DIRECTOR
    0.25     		0 0 4,275
    2 OAK BROOK CLUB DRIVE
    OAK BROOK,IL60523
    KATHRYN MIKKELSEN EXECUTIVE DIRECTOR
    50.00     		94,623 7,573 0
    368 BOYLSTON ST
    BROOKLINE,MA02445
    GREGORY PIAZZA MD DIRECTOR; EDUCATION CHAIR
    1.00     		4,500 0 4,390
    368 BOYLSTON ST
    BROOKLINE,MA02445
    JEANINE M WALENGA PHD DIRECTOR
    0.25     		0 0 4,275
    368 BOYLSTON ST
    BROOKLINE,MA02445
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 HEALTHCARE PROVIDER EDUCATION PROGRAMS: NATF PLANNED AND HOSTED A SERIES OF ONE DAY EDUCATIONAL PROGRAMS FOR HEALTHCARE PROVIDERS ACROSS DIFFERENT SPECIALTIES IN THE FIELDS OF THROMBOSIS AND CARDIOVASCULAR MEDICINE. NATF WORKED CLOSELY WITH THOUGHT LEADERS IN THE FIELDS OF CARDIOLOGY, VASCULAR MEDICINE, HEART FAILURE, AND HEMATOLOGY TO PUT TOGETHER THESE EDUCATIONAL PROGRAMS WHICH WERE ATTENDED BY PHYSICIANS, NURSES, PHARMACISTS, AND PAS. ALL PROGRAMS WERE HELD IN USA, BUT WERE ATTENDED BY INDIVIDUALS THROUGHOUT NORTH AMERICA AND AS FAR AWAY AS ISRAEL. EACH ATTENDEE WAS ALSO GIVEN A PROGRAM SYLLABUS WHICH INCLUDED ALL THE PRESENTERS SLIDES, SPEAKER BIOS AND CONTACT INFORMATION, AS WELL AS LITERATURE FOR ADDITIONAL READING. 480,094
    2 PATIENT EDUCATION/OUTREACH: IN 2018, NATF DEVELOPED NEW EDUCATIONAL & OUTREACH PROGRAMS FOR PATIENTS THAT INCLUDED: A ONE-DAY EDUCATIONAL EVENT IN BOSTON, MA ON PERIPHERAL ARTERIAL DISEASE; HOST MONTHLY ONLINE & IN-PERSON SUPPORT GROUPS, & CREATED NEW PRINTED & ONLINE MATERIALS. FOR THE LIVE EDUCATIONAL PROGRAM, FOCUS WAS ON PATIENTS WITH PERIPHERAL ARTERIAL DISEASE & AT A HIGH RISK TO EXPERIENCE SERIOUS CARDIOVASCULAR EVENTS. WE RECRUITED FACULTY WHO WERE LEADING EXPERTS IN THIS FIELD. THIS EVENING PROGRAM WAS ATTENDED BY 224 PATIENTS, FAMILY MEMBERS, & FRIENDS. NATF CREATED OVER 60 NEW EDUCATIONAL ARTICLES FOR PATIENTS. WE PUBLISHED A NEW BOOKLET OF INFORMATION FOR PATIENTS WHO ARE NEWLY DIAGNOSED WITH BLOOD CLOTS. WE PUBLISHED A BI-MONTHLY NEWSLETTER. WE ALSO CONTINUED TO HOST MONTHLY ONLINE & IN-PERSON PATIENTS SUPPORT GROUPS. IN TOTAL, WE EDUCATED OVER 20,000 PATIENTS IN 2018 THROUGH A COMBINATION OF LIVE PROGRAMS, ONLINE PROGRAMS, OUR WEBSITE, & PRINTED MATERIALS. 110,547
    3 THROMBOSIS SUMMIT: THIS SPECIAL TWO-DAY PROGRAM PROVIDED A COMPREHENSIVE REVIEW OF THE MOST IMPORTANT CHANGES AND ADVANCES IMPACTING THE CARE OF PATIENTS WHO HAVE, OR ARE AT RISK FOR, THROMBOSIS, CARDIOVASCULAR DISEASE, AND DIABETES. UPDATES IN TREATMENT, DIAGNOSIS, AND PREVENTION WERE GIVEN BY LEADING EXPERTS IN THE FIELDS OF VASCULAR MEDICINE, CARDIOLOGY, AND ENDOCRINOLOGY. THIS CME ACCREDITED PROGRAM WAS FOR ANY HEALTHCARE PROVIDER INVOLVED IN THE CARE OF PATIENTS WITH, OR AT RISK FOR DEVELOPING, THROMBOSIS, CARDIOVASCULAR DISEASE, ATRIAL FIBRILLATION AND STROKE. WE WERE FORTUNATE TO HAVE 6 WORLD RENOWNED FACULTY FROM ACROSS THE US GIVE STATE-OF-THE ART LECTURES. THERE WERE 360 HEALTHCARE PROVIDERS REGISTERED TO ATTEND THIS PROGRAM. EACH ATTENDEE WAS ALSO GIVEN A PROGRAM SYLLABUS WHICH INCLUDED ALL THE PRESENTERS SLIDES, SPEAKER BIOS AND CONTACT INFORMATION, AS WELL AS LITERATURE FOR ADDITIONAL READING. 94,277
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,585,418
    b
    Average of monthly cash balances.......................
    1b
    352,638
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,938,056
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,938,056
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    74,071
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,863,985
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    243,199
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    858,556
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    858,556
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    531
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    858,025
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$  
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
    2019-05-03
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
    0 0 0 0 0
    b 85% of line 2a ......... 0 0 0 0 0
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		858,556 605,211 591,526 270,160 2,325,453
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		858,556 605,211 591,526 270,160 2,325,453
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		162,133 136,831 116,982 110,716 526,662
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aEXHIBITOR FEES         4,000
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 464  
    4 Dividends and interest from securities....     14 84,745  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -7,666  
    9 Net income or (loss) from special events:     01 -59,930  
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS     		    01   216
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 17,613 4,216
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    21,829
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1 EDUCATIONAL CONFERENCES, SEMINARS AND MEETINGS PROVIDE OPPORTUNITIES
    1 FOR EXCHANGE OF INFORMATION REGARDING PROPHYLAXIS MEASURES AND
    1 CRITICAL DEVELOPMENTS IN THE DIAGNOSIS, TREATMENT, AND PREVENTION OF
    1 THROMBOTIC DISORDERS. MANY PROGRAMS ARE CME ACCREDITED FOR PHYSICIANS,
    1 NURSES, AND PHARMACISTS, REFLECTING THE ORGANIZATION'S MULTI-
    1 DISCIPLINARY APPROACH. PROGRAM CONTENT IS MADE AVAILABLE EITHER ON
    1 THE ORGANIZATION'S WEBSITE OR THROUGH CD-ROM AVAILABLE THROUGH THE
    1 ORGANIZATION.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    NORTH AMERICAN THROMBOSIS FORUM INC
     
    Employer identification number

    20-4818196
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    NORTH AMERICAN THROMBOSIS FORUM INC
          		Employer identification number
    20-4818196
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    BOEHRINGER INGELHEIM USA
     
    900 RIDGEBURY ROAD
     
    RIDGEFIELD, CT06877

    		$ 61,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    BRISTOL-MYERS SQUIBB COMPANY
     
    ROUTE 206 AND PROVINCE LINE ROAD
     
    PRINCETON, NJ08543

    		$ 22,720


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    JANSSEN PHARMACEUTICALS
     
    1000 US ROUTE 202 SOUTH
     
    RARITAN, NJ08869

    		$ 95,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    JOSE ALVAREZ-STELLING  
    1333 SOUTH MIAMI AVE
     
    MIAMI, FL33130

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    CHARLES BINDER  
    242 E 48TH ST
     
    NEW YORK, NY10026

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    BETH AND JOSEPH KENNEDY  
    73 BIGELOW STREET
     
    BRIGHTON, MA02135

    		$ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    NORTH AMERICAN THROMBOSIS FORUM INC
          		Employer identification number
    20-4818196
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    ALAN MARSHALL MECKLER  
    435 EAST 52ND STREET
     
    NEW YORK, NY10022

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    LAURA AND GREG MILMOE  
    287 LANGLEY ROAD 17
     
    NEWTON, MA02459

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    LISA J AND MARK A WALSH  
    15 W 63RD STREET APT 26A
     
    NEW YORK, NY10023

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    ROSEMARY PYE  
    1200 N NASH STREET APT 522
     
    ARLINGTON, VA22209

    		$ 5,106


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    SAMUEL GOLDHABER  
    271 BEVERLY ROAD
     
    CHESTNUT HILL, MA02467

    		$ 11,530


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    PORTOLA PHARMACEUTICALS
     
    270 EAST GRAND AVE
     
    SAN FRANCISCO, CA94080

    		$ 400,550


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    NORTH AMERICAN THROMBOSIS FORUM INC
          		Employer identification number
    20-4818196
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    13
    MEDSCAPE
     
    825 EIGHTH AVENUE 11TH FLOOR
     
    NEW YORK, NY10019

    		$ 54,372


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
    ASTRA ZENECA
     
    1800 CONCORD PIKE FOC W1-556
     
    WILMINGTON, DE19803

    		$ 60,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
    BAYER ISRAEL LTD
     
    HACHARASH 36 PO BOX 7325
     
      , HOD HASHARON4527702IS

    		$ 39,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
    BEHNOOD BIKDELI MD  
    601 W 164TH STREET APT 48
     
    NEW YORK, NY10032

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    17
    BRIGHAM AND WOMEN'S HOSPOTAL
     
    75 FRANCIS STREET
     
    BOSTON, MA02115

    		$ 7,250


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    18
    CITIZENS ENERGY CORP
     
    88 BLACK FALCON AVENUE
     
    BOSTON, MA02210

    		$ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    NORTH AMERICAN THROMBOSIS FORUM INC
          		Employer identification number
    20-4818196
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    19
    GEORGIEANNE AND STEVE ROBERTS  
    115 OVERBROOK ROAD
     
    LONGMEADOW, MA01106

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    20
    MBRE HEALTHCARE
     
    181 WEST MADISON STREET SUITE 4700
     
    CHICAGO, IL60602

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    21
    MICHAEL O'BRIEN  
    2 SEAGATE ROAD
     
    DARIEN, CT06820

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    22
    NATIONAL STORAGE AFFILIATES
     
    8400 EAST PRENTICE AVENUE
     
    GREENWOOD VILLAGE, CO80111

    		$ 25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    23
    NOVO NORDISK
     
    800 SCUDDERS MILL ROAD
     
    PLAINSBORO, NJ08536

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    24
    NSCI GROUP
     
    1313 LORD STERLING RD SUITE 1
     
    WASHINGTON CROSSING, PA18977

    		$ 78,597


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    NORTH AMERICAN THROMBOSIS FORUM INC
          		Employer identification number
    20-4818196
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    25
    RONALD FEINSTEIN  
    2 WILLOW ROAD
     
    WESTON, MA02493

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    NORTH AMERICAN THROMBOSIS FORUM INC
          		Employer identification number

    20-4818196
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    NORTH AMERICAN THROMBOSIS FORUM INC
          		Employer identification number

    20-4818196
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    NORTH AMERICAN THROMBOSIS FORUM INC
    EIN:
    20-4818196
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 16,900 8,450 0 8,450

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    NORTH AMERICAN THROMBOSIS FORUM INC
    EIN:
    20-4818196
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LEASEHOLD IMPROVEMENTS 2011-02-01 9,480 3,980 SL 15.000000000000 603 0 0  
    TELEPHONE SYSTEM 2011-02-01 1,193 1,178 SL 7.000000000000 14 0 0  
    PRINTER 2011-02-01 1,720 1,720 SL 7.000000000000 0 0 0  
    OFFICE FURNITURE 2011-02-01 9,305 9,194 SL 7.000000000000 111 0 0  
    LAPTOPS 2011-09-19 5,847 5,847 SL 7.000000000000 0 0 0  
    COMPUTER SOFTWARE 2012-09-20 31,325 31,325 SL 3.000000000000 0 0 0  
    COMPUTER EQUIP 2014-07-01 6,091 5,241 SL 3.000000000000 0 0 0  
    ELECTRICAL WORK 2015-02-24 3,472 984 SL 15.000000000000 347 0 0  
    INTERIOR DESIGN 2015-09-08 1,950 455 SL 15.000000000000 195 0 0  
    RENOVATIONS 2015-10-27 3,412 768 SL 15.000000000000 341 0 0  
    SIGNAGE 2015-12-03 1,485 315 SL 15.000000000000 149 0 0  
    MAC BOOK PRO 2015-06-14 2,348 2,022 SL 3.000000000000 326 0 0  
    DESKS 2016-08-18 743 150 SL 7.000000000000 106 0 0  
    RENOVATIONS 2016-02-11 3,870 765 SL 15.000000000000 387 0 0  
    APPLE COMPUTERS 2016-11-11 2,898 1,127 SL 3.000000000000 966 0 0  
    APPLE OFFICE EQUIPMENT 2017-08-07 2,378 330 SL 3.000000000000 793 0 0  
    WEBSITE DEVELOPMENT COSTS 2017-07-01 46,992 4,699 SL 5.000000000000 9,398 0 0  
    SHELVING 2018-02-22 1,146   SL 7.000000000000 150 0 0  
    APPLE OFFICE EQUIPMENT 2018-03-06 2,268   SL 3.000000000000 630 0 0  
    APPLE COMPUTERS 2018-11-14 2,908   SL 3.000000000000 162 0 0  

    TY 2018 GeneralExplanationAttachment
    Name:
    NORTH AMERICAN THROMBOSIS FORUM INC
    EIN:
    20-4818196
    Identifier Return Reference Explanation
      FORM 990-PF, PART VIII BOARD MEMBER COMPENSATION IS FOR PROFESSIONAL SERVICES RENDERED OTHER THAN IN HIS OR HER CAPACITY AS A BOARD MEMBER. COLUMN (C) COMPENSATION REPRESENTS PAYMENT FOR SPEAKING ENGAGEMENTS.COLUMN (E) REPRESENTS THE COST OF DIRECTORS AND OFFICERS LIABILITY INSURANCE.

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    NORTH AMERICAN THROMBOSIS FORUM INC
    EIN:
    20-4818196
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ISHARES RUSSELL 1000 VALUE ETF 547,143 547,143
    ISHARES RUSSELL 1000 GROWTH ETF 597,473 597,473
    SPDR S&P 500 ETF 135,956 135,956
    VANGUARD REIT ETF 200,966 200,966
    VANGUARD S&P SMALL CAP 600 ETF 473,612 473,612
    VANGUARD S&P MID CAP 400 ETF 488,045 488,045
    SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 36,882 36,882
    VANGUARD TOTAL INTL BOND ETF 121,032 121,032
    VANGUARD TOTAL BOND MKT EFT 101,310 101,310

    TY 2018 InvestmentsOtherSchedule2
    Name:
    NORTH AMERICAN THROMBOSIS FORUM INC
    EIN:
    20-4818196
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OAKMARK INTL FD FMV 298,519 298,519
    OPPENHEIMER DEVELOPING MARKETS FMV 235,074 235,074
    LOOMIS SAYLES STRATEGIC INCOME FD FMV 389,643 389,643
    LORD ABBETT SHORT DURATION INC FD FMV 282,148 282,148
    CERTIFICATES OF DEPOSIT & SHARE CERTIFICATES FMV 477,902 477,902

    TY 2018 LandEtcSchedule2
    Name:
    NORTH AMERICAN THROMBOSIS FORUM INC
    EIN:
    20-4818196
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVEMENTS 9,480 4,583 4,897 4,897
    TELEPHONE SYSTEM 1,193 1,192 1 1
    PRINTER 1,720 1,720 0 0
    OFFICE FURNITURE 9,305 9,305 0 0
    LAPTOPS 5,847 5,847 0 0
    COMPUTER SOFTWARE 31,325 31,325 0 0
    COMPUTER EQUIP 6,091 5,241 850 850
    ELECTRICAL WORK 3,472 1,331 2,141 2,141
    INTERIOR DESIGN 1,950 650 1,300 1,300
    RENOVATIONS 3,412 1,109 2,303 2,303
    SIGNAGE 1,485 464 1,021 1,021
    MAC BOOK PRO 2,348 2,348 0 0
    DESKS 743 256 487 487
    RENOVATIONS 3,870 1,152 2,718 2,718
    APPLE COMPUTERS 2,898 2,093 805 805
    APPLE OFFICE EQUIPMENT 2,378 1,123 1,255 1,255
    WEBSITE DEVELOPMENT COSTS 46,992 14,097 32,895 32,895
    SHELVING 1,146 150 996 996
    APPLE OFFICE EQUIPMENT 2,268 630 1,638 1,638
    APPLE COMPUTERS 2,908 162 2,746 2,746


    TY 2018 OtherDecreasesSchedule
    Name:
    NORTH AMERICAN THROMBOSIS FORUM INC
    EIN:
    20-4818196
    Description Amount
    UNREALIZED LOSS 430,703


    TY 2018 OtherExpensesSchedule
    Name:
    NORTH AMERICAN THROMBOSIS FORUM INC
    EIN:
    20-4818196
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONFERENCES/MEETINGS/EVENTS 209,955 0 89,425 120,530
    INSURANCE 7,142 0 0 7,142
    MARKETING 98,085 0 0 98,085
    OFFICE SUPPLIES 5,786 0 0 5,786
    BANK FEES 513 0 0 513
    CREDIT CARD FEES 7,648 0 0 7,648
    COMPUTER EXPENSE 4,609 0 0 4,609
    POSTAGE, MAILING 4,008 0 0 4,008
    FUNDRAISING, ANNUAL FUND 22,561 0 0 22,561
    FILING FEES 500 0 0 500
    FUNDRAISING EVENT EXPENSES 74,830 0 14,900 59,930
    DEVELOPMENT FEES 8,085 0 0 8,085
    2016 TAX PENALTIES 50 0 0 0


    TY 2018 OtherIncomeSchedule2
    Name:
    NORTH AMERICAN THROMBOSIS FORUM INC
    EIN:
    20-4818196
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EXHIBITOR FEES 4,000   4,000
    MISCELLANEOUS 216   216
    GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 14,900   14,900


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    NORTH AMERICAN THROMBOSIS FORUM INC
    EIN:
    20-4818196
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HEAD HUNTERS 13,000 0 0 13,000
    INVESTMENT FEES 23,624 23,624 0 0
    PAYROLL SERVICE 2,438 0 0 2,438
    FINANCIAL CONSULTING 27,600 0 0 27,600


    TY 2018 TaxesSchedule
    Name:
    NORTH AMERICAN THROMBOSIS FORUM INC
    EIN:
    20-4818196
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 24,470 0 0 24,470
    BALANCE DUE 2017 FORM 990-PF 1,026 0 0 0
    2018 FORM 990-PF ESTIMATED TAX PAYMENTS 427 0 0 0
    BALANCE DUE 2016 FORM 990-PF 400 0 0 0