Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 272,385 | 333,094 | 82,090 | 163,340 | 127,329 | 978,238 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 272,385 | 333,094 | 82,090 | 163,340 | 127,329 | 978,238 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | 786,585 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 191,653 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 272,385 | 333,094 | 82,090 | 163,340 | 127,329 | 978,238 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 11,143 | 6,027 | 1,161 | 1,003 | 620 | 19,954 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 0 | 0 | 0 | 0 | 0 | 0 |
| 11 | Total support. Add lines 7 through 10 | 998,192 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Schedule A, Part II, Line 17a | PURSUANT TO THE FACTS-AND-CIRCUMSTANCES TEST DESCRIBED IN REGULATIONS SECTION 1.170A-9(F)(3), GLOBAL BLOOD FUND (GBF) IS A PUBLICLY SUPPORTED ORGANIZATION. GBF MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR THE SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC AND OTHER PUBLIC CHARITIES. GBF'S MAIN SOURCES OF SUPPORT ARE CONTRIBUTIONS FROM THE GENERAL PUBLIC AND GBF'S RELATED ENTITY, OKLAHOMA BLOOD INSTITUTE, WHICH IS A SECTION 501(C)(3) PUBLIC CHARITY DESCRIBED IN SECTION 509(A)(2). GBF HAS A DIVERSE GOVERNING BODY COMPRISED OF COMMUNITY LEADERS AND PERSONS HAVING SPECIAL KNOWLEDGE IN THE FIELD OF BIOPHARMACEUTICALS, WHO TOGETHER REPRESENT THE INTERESTS OF THE GENERAL PUBLIC. GBF PROVIDES SERVICES DIRECTLY TO THE GENERAL PUBLIC ON A CONTINUING BASIS. THE SERVICES PROVIDED ARE OUTLINED IN FORM 990, PART III, LINES 4A-4D. |
| Schedule A, Part II | GLOBAL BLOOD FUND CHANGED THE DATE OF THEIR YEAR END TO MATCH THAT OF OBI HOLDING COMPANY TO HAVE A NEW YEAR END OF 03/31. THE 2022 COLUMN INCLUDES ACTIVITY FROM 1/1/2022 THROUGH 3/31/2023. |
| Software ID: | 23017437 |
| Software Version: | 2023v6.0 |
| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 18,118 including grants of $ 4,378) MUCH OF GBF'S ACTIVITY RELATES TO ITS ABILITY TO CREATE AND GALVANIZE NETWORKS IN THE US, EUROPE, AND AUSTRALASIA (NATIONAL AND REGIONAL BLOOD SERVICES, INDUSTRY SUPPLIERS, REGULATORY BODIES ETC.) TO ASSIST DEVELOPING-WORLD BLOOD COLLECTION ORGANIZATIONS. WORKING BOTH DIRECTLY AND THROUGH PAN-NATIONAL AND PROFESSIONAL ASSOCIATIONS, GBF IS ABLE TO ASSEMBLE MULTI-AGENCY COLLABORATIONS, WITH OBJECTIVES AND CONFIGURATIONS DIFFERING BY PROJECT. OVER THE PERIOD, CLOSE RELATIONSHIPS WERE NURTURED WITH ASBT (AFRICA SOCIETY FOR BLOOD TRANSFUSION), ISBT (INTERNATIONAL SOCIETY FOR BLOOD TRANSFUSION), COBA (COALITION OF BLOOD FOR AFRICA), AABB (ASSOCIATION FOR THE ADVANCEMENT OF BLOOD AND BIOTHERAPIES), ADRP (ASSOCIATION OF BLOOD DONOR PROFESSIONALS), GCIAMT (GRUPO COOPERATIVO IBEROAMERICANO DE MEDICINA TRANSFUSIONAL), ETC. A FORMAL MEMORANDUM OF UNDERSTAND WAS SIGNED WITH GCIAMT TO REFLECT GBF'S INCREASED FOCUS ON THE LATIN AMERICA REGION. GBF ALSO PARTNERED WITH A FRENCH MANUFACTURER OF ABO/RH TESTING TECHNOLOGY, DIAGAST, TO SUPPORT A PILOT IN GHANA OF PRE-DONATION BLOOD TYPING AS A RECRUITMENT STRATEGY. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 9,059 including grants of $ 2,188) GBF'S "OPEN ARMS" PROGRAM GIVES BLOOD CENTERS ACROSS THE U.S. AND IN OTHER PARTS OF THE WORLD AN OPPORTUNITY TO OFFER THEIR BLOOD DONORS A CHARITABLE ALTERNATIVE TO THE USUAL RECOGNITION ITEMS OF PRINTED T-SHIRTS, ETC. THIS PROGRAM CREATES A VIRTUOUS CIRCLE OF ACTIVITY SUCH AS IMPROVING DONOR CHOICE, MOTIVATING COLLECTION STAFF, SAVING BLOOD CENTERS MONEY, PROVIDING A DIVERSITY PLATFORM TO ENCOURAGE BLOOD DONATION FROM MINORITY COMMUNITIES AND PROVIDING RESOURCES FOR INTERNATIONAL DEVELOPMENT WORK IN AN AREA OF INTEREST TO ALL PARTIES. HOWEVER, BLOOD COLLECTORS ARE INCREASING LOOKING TO RAISE CHARITABLE FUNDS TO RESOURCE THEIR OWN CORE-MISSION, LEADING TO A REDUCTION IN THE WILLINGNESS TO ENCOURAGE THEIR DONORS AND OTHER STAKEHOLDERS TO GIVE TO THIRD-PARTY ORGANIZATIONS, HOWEVER RELEVANT THE CAUSE. IN RESPONSE, GBF HAS SWITCHED ITS STRATEGY AWAY FROM, FOR EXAMPLE, A PASSIVE BRANDED PRESENCE IN POINT-REDEMPTION STORES, TO INSTEAD OFFER TACTICAL SUPPORT ON A CAUSE-SPECIFIC BASIS THAT WILL ENGAGE BLOOD DONORS AND THEREBY IMPROVE COLLECTION, OR DELIVER AGAINST SOME OTHER SPECIFIC BUISNESS OBJECTIVE. SUPPORT FOR UKRAINE WAS A SUCCESSFUL EXAMPLE OF THIS APPROACH, THOUGH THE SALIENCE OF THIS CAUSE WANED DURING 2023. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | OBI HOLDING COMPANY IS THE SOLE MEMBER OF GBF. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | As the Sole Member of GBF, OBI Holding Company HAS THE AUTHORITY TO APPOINT BOARD MEMBERS. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | GBF'S FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED INTERNALLY PRIOR TO DISTRIBUTING TO THE BOARD. SUBSEQUENT TO REVIEW, ALL UPDATES ARE INCORPORATED INTO THE FORM 990 AND ARE PROVIDED TO BOARD MEMBERS PRIOR TO FILING WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | GBF HAS A CONFLICT OF INTEREST POLICY THAT ESTABLISHES GUIDELINES AND PROCEDURES APPLICABLE TO TRANSACTIONS OR ARRANGEMENTS THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR TRUSTEE OF THE ORGANIZATION. INDIVIDUALS CONSIDERING A TRANSACTION SHALL APPOINT A DISINTERESTED PERSON TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER THE CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE, BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES, WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE BEST INTEREST OF THE ORGANIZATION AND WHETHER THE TRANSACTION IS FAIR TO THE ORGANIZATION. EACH TRUSTEE, OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH A PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY AND UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IF THE BOARD OR THE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST AS REQUIRED BY THIS POLICY, THE BOARD OR COMMITTEE SHALL INQUIRE, INVESTIGATE AND TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, AS NECESSARY. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE VOLUNTEER BOARD MEMBERS AND OFFICERS ARE COMPENSATED BY A RELATED ORGANIZATION. NO PART OF THE RELATED ENTITY COMPENSATION IS FOR SERVICES RENDERED TO THE FILING ORGANIZATION. THE EXECUTIVE COMPENSATION FOR THOSE INDIVIDUALS IS PAID BY A RELATED ORGANIZATION (OKLAHOMA BLOOD INSTITUTE -"OBI") OF GBF'S SOLE CORPORATE MEMBER. THE OBI POLICY IS AS FOLLOWS: AS LEADERS OF THE STATE'S LARGEST BIOPHARMACEUTICAL ORGANIZATION, A 900-PLUS STAFF ENTITY, THE ROLES OF CEO AND OTHER PHYSICIANS AND EXECUTIVES REQUIRE A RARE BLEND OF ASTUTE ORGANIZATIONAL LEADERSHIP, VISION, FIDUCIARY MANAGEMENT, ADVANCED MEDICAL SPECIALIZATION AND EXPERTISE IN THE UNIQUE SCIENTIFIC FIELD OF TRANSFUSION MEDICINE. EXECUTIVES HAVE RESPONSIBILITY FOR FIFTEEN OPERATIONAL FACILITIES ACROSS THREE STATES AND TEN MAJOR MARKETS IN THE REGION AND THE DAY-TO-DAY PROVISION OF A SAFE AND SUFFICIENT BLOOD SUPPLY TO MEET THE NEEDS OF PATIENTS IN MORE THAN 212 FACILITIES SERVED. THE COMPENSATION OF THE CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS COMPRISING COMMUNITY LEADERS, BUSINESS EXECUTIVES AND PHYSICIANS WITH EXEMPLARY ETHICAL AND FIDUCIARY STANDARDS. CEO COMPENSATION IS BASED ON COMPARATIVE SALARY DATA FROM SIMILAR HEALTH CARE ORGANIZATIONS USING IRS FORM 990S AND INDUSTRY SALARY SURVEYS. SIMILARLY, COMPENSATION FOR EXECUTIVES REPORTING TO THE CEO IS PROPOSED BY THE CEO BASED ON COMPARABLE NATIONAL AND LOCAL SALARIES FOR POSITIONS AND APPROVED BY THE EXECUTIVE COMMITTEE. CHANGES TO COMPENSATION ARE REVIEWED AND FORMALLY APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE RELATED ORGANIZATION'S BOARD OF DIRECTORS. GBF'S CONTRACT EXECUTIVE DIRECTOR IS AN INDEPENDENT CONTRACTOR. HIS COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| Software ID: | 23017437 |
| Software Version: | 2023v6.0 |