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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$5,048,051J 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) 466,220
2 Check bullet.............
3 Interest on savings and temporary cash investments 12 12 12
4 Dividends and interest from securities... 74,040 72,587 74,040
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 254,848
b Gross sales price for all assets on line 6a 973,686
7 Capital gain net income (from Part IV, line 2)... 256,758
8 Net short-term capital gain......... 81
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 515 0 515
12 Total. Add lines 1 through 11........ 795,635 329,357 74,648
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 139,101 0 0 139,101
14 Other employee salaries and wages...... 212,719 0 0 212,719
15 Pension plans, employee benefits....... 35,398 0 0 35,398
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 12,250 6,125 0 6,125
c Other professional fees (attach schedule).... Click to see attachment 62,640 20,613 0 42,027
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 26,328 49 0 26,328
19 Depreciation (attach schedule) and depletion... Click to see attachment 17,762 0 926
20 Occupancy.............. 32,489 0 0 32,489
21 Travel, conferences, and meetings....... 41,726 0 0 41,726
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 415,126 0 73,722 341,404
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 995,539 26,787 74,648 877,317
25 Contributions, gifts, grants paid....... 50,000 50,000
26 Total expenses and disbursements. Add lines 24 and 25 1,045,539 26,787 74,648 927,317
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -249,904
b Net investment income (if negative, enter -0-) 302,570
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 92,244 187,453 187,453
2 Savings and temporary cash investments......... 123,009 69,426 69,426
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)....... 3,403,503 Click to see attachment2,988,199 2,988,199
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).......... 1,457,326 Click to see attachment1,774,017 1,774,017
14 Land, buildings, and equipment: basis bullet143,609
Less: accumulated depreciation (attach schedule) bullet117,853 43,518 Click to see attachment25,756 25,756
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,122,800 5,048,051 5,048,051
Liabilities 17 Accounts payable and accrued expenses.......... 38,048 6,105
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......   65,791
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 38,048 71,896
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 5,084,752 4,976,155
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,084,752 4,976,155
30 Total liabilities and net assets/fund balances (see instructions). 5,122,800 5,048,051
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,084,752
2
Enter amount from Part I, line 27a .....................
2
-249,904
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
141,307
4
Add lines 1, 2, and 3 ..........................
4
4,976,155
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,976,155
Form 990-PF (2020)
Form 990-PF (2020)
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 P    
b PUBLICLY TRADED SECURITIES P    
c UNUM GROUP P    
d CAPITAL GAINS DIVIDENDS P    
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 181,000   180,919 81
b 787,183   535,053 252,130
c 2,765   956 1,809
d 2,738     2,738
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       81
b       252,130
c       1,809
d       2,738
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 2 256,758
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 81
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,206
c All other domestic foundations enter 1.39% 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 4,206
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 4,206
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,396
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,896
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 10 690
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet690 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletMARLENE HURLEY Telephone no.bullet (617) 730-4120

    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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     		0 0 713
    271 BEVERLY ROAD
    CHESTNUT HILL,MA02467
    JOHN FANIKOS RPH MBA TREASURER
    1.00     		2,000 0 713
    8 OAK STREET
    WAKEFIELD,MA01880
    CHRISTIAN RUFF MD MPH DIRECTOR
    1.00     		0 0 713
    368 BOYLSTON ST
    BROOKLINE,MA02445
    JAWED FAREED PHD VICE PRESIDENT; DIRECTOR
    0.25     		0 0 713
    2 OAK BROOK CLUB DRIVE
    OAK BROOK,IL60523
    KATHRYN MIKKELSEN EXECUTIVE DIRECTOR
    50.00     		134,856 7,078 0
    368 BOYLSTON ST
    BROOKLINE,MA02445
    GREGORY PIAZZA MD DIRECTOR; EDUCATION CHAIR
    1.00     		2,245 0 958
    368 BOYLSTON ST
    BROOKLINE,MA02445
    JEANINE M WALENGA PHD DIRECTOR
    0.25     		0 0 713
    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 (2020)
    Form 990-PF (2020)
    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 COVID-19 EDUCATION AND OUTREACH: NATF WORKED CLOSELY WITH THOUGHT LEADERS IN THE FIELDS OF CARDIOLOGY, VASCULAR MEDICINE, AND HEMATOLOGY TO PUT TOGETHER A SERIES OF ONLINE EDUCATIONAL VIDEOS AND WRITTEN MATERIALS FOR HEALTHCARE PROVIDERS AND PATIENTS ON COVID-19, WITH A FOCUS ON THE LINK BETWEEN COVID-19 AND THROMBOSIS. THESE EDUCATIONAL RESOURCES WERE VIEWED BY PHYSICIANS, NURSES, PHARMACISTS, AND PAS, PATIENTS AND CAREGIVERS. ALL VIDEOS ARE HOSTED ON THE NATF WEBSITE (WWW.NATFONLINE.ORG ) AND NATF YOUTUBE CHANNEL. 600,608
    2 PATIENT RESOURCES: IN ADDITION TO CREATING MANY VIRTUAL RESOURCES ONCOVID-19, NATF CONTINUED TO PUBLISH OUR BI-MONTHLY NEWSLETTER, "THE BEAT". NATF ALSO CONTINUED TO HOST OUR MONTHLY ONLINE AND IN-PERSON PATIENTS SUPPORT GROUPS AND DEVELOPED DOZENS OF OTHER VIRTUAL RESOURCES FOR PATIENTS ON TOPICS SUCH AS ATRIAL FIBRILLATION, GENETICS, AND CANCER ASSOCIATED THROMBOSIS. 144,480
    3 CANCER ASSOCIATED THROMBOSIS (CAT) PUBLICATION: NATF WORKED WITH A GROUPOF 20 CLINICIANS AND RESEARCHERS TO DRAFT A 4-PART MANUSCRIPT THAT WAS PUBLISHED IN THE ONCOLOGIST. THESE REVIEWS ADDRESS SEVERAL DISTINCT ASPECTS OF CAT MANAGEMENT, INCLUDING RISK PREDICTION, STRATEGIES FOR CAT PROPHYLAXIS AND TREATMENT, AND APPROACHES TO PATIENTS WITH UNIQUE CLINICAL CHALLENGES. THE SERIES CONCLUDES WITH A COMPREHENSIVE REVIEW OF CANCER-SPECIFIC GUIDELINES AND OUTLINES AREAS WHERE ADDITIONAL GUIDANCE IS WARRANTED. NATF ALSO DEVELOPED A SERIES OF EDUCATIONAL VIDEOS FEATURING INTERVIEWS WITH SEVERAL MEMBERS OF THE WRITING COMMITTEE. 29,829
    4 COVID-19 RESEARCH AWARDS: IN 2020, NATF WAS PLEASED SPONSOR TWO AWARDS TO SUPPORT OUTSTANDING RESEARCH AND CAREER DEVELOPMENT AMONG CLINICIANS AND SCIENTISTS IN CARDIOVASCULAR MEDICINE, VASCULAR MEDICINE, HEMATOLOGY, PULMONOLOGY, INTERNAL MEDICINE, HOSPITALIST MEDICINE, NEUROLOGY, EPIDEMIOLOGY, AND CRITICAL CARE MEDICINE AT THE EARLY STAGE OF THEIR PROFESSIONAL CAREERS. WE REQUIRED THEY BE THROMBOSIS-FOCUSED APPLICANTS WHO WOULD CONTRIBUTE TO UNDERSTANDING THE PATHOGENESIS, DIAGNOSIS, PREVENTION, TREATMENT, AND MANAGEMENT (INCLUDING CRITICAL CARE MANAGEMENT) OF COVID-19-ASSOCIATED THROMBOSIS. GIVEN THE URGENCY OF THIS ISSUE, WE LOOKED FOR INNOVATIVE, HIGHLY IMPACTFUL PROPOSALS THAT COULD BE COMPLETED WITHIN 9-12 MONTHS. THE RESULTS OF THESE RESEARCH AWARDS ARE IN THE PROCESS OF BEING SUBMITTED TO PEER-REVIEWED MEDICAL JOURNALS FOR PUBLICATION. 50,000
    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 (2020)
    Form 990-PF (2020)
    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
    4,304,782
    b
    Average of monthly cash balances.......................
    1b
    188,545
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,493,327
    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
    4,493,327
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    67,400
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,425,927
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    221,296
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (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
    927,317
    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
    927,317
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    927,317
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, 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 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		 
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
    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 .....     		927,317 1,210,562 858,556 605,211 3,601,646
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		50,000 0 0 0 50,000
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		877,317 1,210,562 858,556 605,211 3,551,646
    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...     		147,531 170,021 162,133 136,831 616,516
    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 (2020)
    Form 990-PF (2020)
    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
    UNIVERSITY OF CINCINNATI
    3235 EDEN AVE
    CINCINNATI,OH45229     		  PC CASH SUPPORT FOR COVID-19 25,000
    BETH ISRAEL DEACONESS MEDICAL CENTER
    330 BROOKLINE AVE
    BOSTON,MA02215     		  PC CASH SUPPORT FOR COVID-19 25,000
    Total .................................bullet 3a 50,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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         515
    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 12  
    4 Dividends and interest from securities....     14 74,040  
    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 ............     		    18 254,848  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 328,900 515
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    329,415
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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
    2020
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    NORTH AMERICAN THROMBOSIS FORUM INC
          		Employer identification number
    20-4818196
    Part I
    Contributors
    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
    BRISTOL-MYERS SQUIBB COMPANY
     
    ROUTE 206 AND PROVINCE LINE ROAD
     
    PRINCETON, NJ08543

    		$ 102,600


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    JANSSEN PHARMACEUTICALS
     
    1000 US ROUTE 202 SOUTH
     
    RARITAN, NJ08869

    		$ 105,750


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    CHARLES BINDER
    242 E 48TH ST
     
    NEW YORK, NY10026

    		$ 18,000


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

    		$ 5,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    PORTOLA PHARMACEUTICALS
     
    270 EAST GRAND AVE
     
    SAN FRANCISCO, CA94080

    		$ 89,725


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    BAYER ISRAEL LTD
     
    HACHARASH 36 PO BOX 7325
     
      , HOD HASHARON4527702IS

    		$ 53,500


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    NORTH AMERICAN THROMBOSIS FORUM INC
          		Employer identification number
    20-4818196
    Part I
    Contributors
    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
    ACTELION PHARMACEUTICALS US INC
     
    5000 SHORELINE COURT SUITE 200
     
    SOUTH SAN FRANCISCO, CA94080

    		$ 30,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    ACCELERON PHARMA INC
     
    128 SIDNEY ST
     
    CAMBRIDGE, MA02139

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    JOHN FANIKOS
    8 OAK ST
     
    WAKEFIELD, MA01880

    		$ 5,250


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    CARDINAL HEALTH
     
    5452 BETSY ROSS DR
     
    SANTA CLARA, CA95054

    		$ 5,000


    (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.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    NORTH AMERICAN THROMBOSIS FORUM INC
    EIN:
    20-4818196
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,250 6,125 0 6,125

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

    TY 2020 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 5,026 SL 15.000000000000 3,174 0 0  
    TELEPHONE SYSTEM 2011-02-01 1,193 1,192 SL 7.000000000000 0 0 0  
    PRINTER 2011-02-01 1,720 1,720 SL 7.000000000000 0 0 0  
    OFFICE FURNITURE 2011-02-01 9,305 9,305 SL 7.000000000000 0 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 850 0 0  
    ELECTRICAL WORK 2015-02-24 3,472 1,678 SL 15.000000000000 347 0 0  
    INTERIOR DESIGN 2015-09-08 1,950 845 SL 15.000000000000 195 0 0  
    RENOVATIONS 2015-10-27 3,412 1,450 SL 15.000000000000 341 0 0  
    SIGNAGE 2015-12-03 1,485 613 SL 15.000000000000 149 0 0  
    MAC BOOK PRO 2015-06-14 2,348 2,348 SL 3.000000000000 0 0 0  
    DESKS 2016-08-18 743 362 SL 7.000000000000 106 0 0  
    RENOVATIONS 2016-02-11 3,870 1,536 SL 15.000000000000 387 0 0  
    APPLE COMPUTERS 2016-11-11 2,898 2,898 SL 3.000000000000 0 0 0  
    APPLE OFFICE EQUIPMENT 2017-08-07 2,378 1,916 SL 3.000000000000 0 0 0  
    WEBSITE DEVELOPMENT COSTS 2017-07-01 46,992 23,495 SL 5.000000000000 9,398 0 0  
    SHELVING 2018-02-22 1,146 314 SL 7.000000000000 164 0 0  
    APPLE OFFICE EQUIPMENT 2018-03-06 2,268 1,386 SL 3.000000000000 756 0 0  
    APPLE COMPUTERS 2018-11-14 2,908 1,131 SL 3.000000000000 969 0 0  
    APPLE COMPUTERS 2019-07-24 2,778 463 SL 3.000000000000 926 0 926  

    TY 2020 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 2020 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 678,044 678,044
    ISHARES RUSSELL 1000 GROWTH ETF 664,823 664,823
    SPDR S&P 500 ETF 185,818 185,818
    VANGUARD REIT ETF 222,347 222,347
    VANGUARD S&P SMALL CAP 600 ETF 603,301 603,301
    VANGUARD S&P MID CAP 400 ETF 633,866 633,866

    TY 2020 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 354,751 354,751
    INVESCO DEVELOPING MARKETS FMV 313,276 313,276
    LOOMIS SAYLES STRATEGIC INCOME FD FMV 346,495 346,495
    CERTIFICATES OF DEPOSIT & SHARE CERTIFICATES FMV 519,620 519,620
    BOND FUND CLASS F FMV 90,405 90,405
    PUTNAM ULTRA SHORT DURATION INCOME FUND FMV 149,470 149,470

    TY 2020 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 8,200 1,280 1,280
    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 6,091 0 0
    ELECTRICAL WORK 3,472 2,025 1,447 1,447
    INTERIOR DESIGN 1,950 1,040 910 910
    RENOVATIONS 3,412 1,791 1,621 1,621
    SIGNAGE 1,485 762 723 723
    MAC BOOK PRO 2,348 2,348 0 0
    DESKS 743 468 275 275
    RENOVATIONS 3,870 1,923 1,947 1,947
    APPLE COMPUTERS 2,898 2,898 0 0
    APPLE OFFICE EQUIPMENT 2,378 1,916 462 462
    WEBSITE DEVELOPMENT COSTS 46,992 32,893 14,099 14,099
    SHELVING 1,146 478 668 668
    APPLE OFFICE EQUIPMENT 2,268 2,142 126 126
    APPLE COMPUTERS 2,908 2,100 808 808
    APPLE COMPUTERS 2,778 1,389 1,389 1,389


    TY 2020 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 82,433 0 73,722 8,711
    INSURANCE 7,742 0 0 7,742
    MARKETING 305,203 0 0 305,203
    OFFICE SUPPLIES 3,062 0 0 3,062
    BANK FEES 46 0 0 46
    CREDIT CARD FEES 3,739 0 0 3,739
    COMPUTER EXPENSE 3,744 0 0 3,744
    POSTAGE, MAILING 1,721 0 0 1,721
    FUNDRAISING, ANNUAL FUND 6,772 0 0 6,772
    FILING FEES 250 0 0 250
    DATABASE, WEBSITE 414 0 0 414


    TY 2020 OtherIncomeSchedule2
    Name:
    NORTH AMERICAN THROMBOSIS FORUM INC
    EIN:
    20-4818196
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EXHIBITOR FEES 515   515


    TY 2020 OtherIncreasesSchedule
    Name:
    NORTH AMERICAN THROMBOSIS FORUM INC
    EIN:
    20-4818196
    Description Amount
    UNREALIZED GAIN 141,307


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    NORTH AMERICAN THROMBOSIS FORUM INC
    EIN:
    20-4818196
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 20,613 20,613 0 0
    PAYROLL SERVICE 6,827 0 0 6,827
    FINANCIAL CONSULTING 35,200 0 0 35,200


    TY 2020 TaxesSchedule
    Name:
    NORTH AMERICAN THROMBOSIS FORUM INC
    EIN:
    20-4818196
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 26,328 0 0 26,328
    FOREIGN TAXES WITHHELD 0 49 0 0