2024-11-15T12:10:43-06:00 2023-12-31 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990PF 2023-01-01 204818196 NORTH AMERICAN THROMBOSIS FORUM INC NORT 6177304120 368 BOYLSTON ST BROOKLINE MA 02445 JOHN FANIKOS RPH MBA TREASURER 6177304120 2024-11-13 1 1 HOWARD L CHENEY P00381206 4135368510 2024-11-13 2023 2024-10-15 13:58:12Z X 3762873 X 597399 82 86 82 87143 94077 87143 1177656 4124604 1177656 0 1862280 1271819 87225 186477 0 0 186477 299263 0 0 299263 39435 0 0 39435 13200 6600 6600 6600 81501 25743 25743 55758 42336 1008 1008 39982 10190 0 0 34515 0 0 34515 91418 0 0 91418 479839 0 0 479839 1278174 33351 33351 1233287 100000 100000 1378174 33351 33351 1333287 484106 1238468 53874 241771 119203 119203 260276 80675 80675 3200 3200 3200 2632892 2217842 2217842 875805 1311330 1311330 184724 154101 40813 30623 30623 4054757 3762873 3762873 79713 5777 79713 5777 X 3975044 3757096 3975044 3757096 4054757 3762873 3975044 484106 0 4459150 702054 3757096 PUBLICLY TRADED SECURITIES P 842 842 0 0 PUBLICLY TRADED SECURITIES P 442041 248330 193711 193711 PUBLICLY TRADED SECURITIES P 430422 431266 -844 -844 PUBLICLY TRADED SECURITIES P 3189395 2222959 966436 966436 PUBLICLY TRADED SECURITIES P 50891 43551 7340 7340 CAPITAL GAINS DIVIDENDS P 11013 11013 11013 1177656 -844 17215 0 17215 0 17215 2800 0 17840 0 20640 0 3425 3425 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 1 0 0 0 1 WWW.THROMBOSIS.ORG MARLENE HURLEY 6177304120 368 BOYLSTON ST BROOKLINE MA 02445 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAMUEL Z GOLDHABER MD 271 BEVERLY ROAD CHESTNUT HILL MA 02467 PRESIDENT END 4/28/23 0.50 0 0 3725 JOHN FANIKOS RPH MBA 8 OAK STREET WAKEFIELD MA 01880 TREASURER 0.50 0 0 3791 CHRISTIAN RUFF MD MPH 2 COLBY ROAD WELLESLEY MA 02482 DIRECTOR; PRESIDENT 4/28/23 0.50 1500 0 3725 JAWED FAREED PHD 11061 EATON COURT WESTCHESTER IL 60154 VICE PRESIDENT 0.50 0 0 3725 KATHRYN MIKKELSEN 7 HENCHMAN STREET 405 BOSTON MA 02113 EXECUTIVE DIRECTOR 40.00 183853 13266 3725 GREGORY PIAZZA MD 8 OAKDALE AVE WELLESLEY MA 02482 DIRECTOR; EDU. CHAIR END 4/28/23 0.50 0 0 3725 JOELLE HOCHMAN 82 NEWBERN AVE 2 MEDFORD MA 02155 DIRECTOR 0.50 0 0 4086 JELENA SPYROPOULOS 94 STONEWALL CIRCLE WEST HARRISON NY 10604 DIRECTOR 0.50 0 0 4422 NATHAN CONNELL 10 BRADFORD ST UNIT 1 BOSTON MA 02118 DIRECTOR START 5/2023 0.50 0 0 3725 AVIVA SCHWARTZ 80 HOPE AVENUE 605 WALTHAM MA 02453 CONTENT & EDUCATION 40.00 112922 3298 75 COURTNEY ANDERSON 176 LAURIE LN HANOVER MA 02339 DIRECTOR OF OPERATIO 40.00 100575 2979 7792 MARGARET NEWBERG 4557 DAVIS ST APT 917 LONG ISLAND CITY NY 11101 DIRECTOR OF MARKETIN 40.00 85766 2527 7792 0 BENTLEY UNIVERSITY 175 FOREST ST WALTHAM MA 02452 STRATEGIC ANALYSIS 51743 0 PATIENT EDUCATION: OUR PATIENT EDUCATION INITIATIVES EXPAND ACROSS ONLINE MATERIALS SUCH AS OUR WEBSITE, PODCASTS, SOCIAL MEDIA AND ON PRINTED MATERIALS. NATF PUBLISHES A BI-MONTHLY NEWSLETTER, THE BEAT, WHERE PATIENTS CAN LEARN ABOUT GROUNDBREAKING RESEARCH IN THE THROMBOSIS FIELD AND GET A FIRST-HAND LOOK AT NATF'S UPCOMING EVENTS AND INITIATIVES. OUR WEBSITE, THROMBOSIS.ORG, IS OUR BIGGEST EDUCATIONAL TOOL FOR PATIENTS. IN 2023, WE'VE EXPANDED ON OUR RELATED CONDITIONS CATEGORIES FOR PATIENTS TO INCLUDE PERIPHERAL ARTERIAL DISEASE (PAD), CANCER AND THROMBOSIS, AND TRANSGENDER HEALTH AND BLOOD CLOT RISK. WE RUN ADS TO PROMOTE OUR PATIENT MATERIALS SUCH AS THE BEAT, ONLINE ARTICLES, OUR PATIENT SUPPORT GROUPS, AND RELATED CONDITIONS WE'VE FOCUSED ON. 269738 BWH RESEARCH AND FELLOWSHIP: THE NORTH AMERICAN THROMBOSIS FORUM MADE A CHARITABLE DONATION OF $100,000 TO BRIGHAM AND WOMEN'S HOSPITAL TO SUPPORT RESEARCH AND FELLOWSHIP IN HONOR OF DR. SAMUEL Z. GOLDHABER. THIS DONATION ESTABLISHES THE SAMUEL Z. GOLDHABER, MD, FELLOW SUPPORT FUND, A PERMANENTLY RESTRICTED ENDOWMENT WITHIN THE DEPARTMENT OF MEDICINE. THE ANNUAL DISTRIBUTIONS FROM THIS FUND WILL SUPPORT THE EDUCATION AND TRAINING OF A VASCULAR MEDICINE FELLOW OR A CARDIOVASCULAR MEDICINE FELLOW, THEREBY ADVANCING THE NATF'S EDUCATIONAL MISSION. 100000 CME PROGRAMS $317 THOUSAND: PART OF NATF'S MISSION IS TO EDUCATE HEALTHCARE PROFESSIONALS THROUGH OUR INNOVATIVE PROGRAMMING. THIS CATEGORY INCLUDES THE CONTINUING MEDICAL EDUCATION PROGRAMS WE OFFERED THROUGHOUT THE YEAR. OUR PROGRAMS BROUGHT TOGETHER OVER 30 WORLD-RENOWNED FACULTY TO EDUCATE AN AUDIENCE OF CLINICAL AND RESEARCH PROFESSIONALS WHO STUDY AND/OR CARE FOR PATIENTS WITH RIGHT HEART DISEASE, CONGENITAL HEART DISEASE, PULMONARY HYPERTENSION, CARDIOMETABOLIC DISEASE, AND ASSOCIATED DISORDERS RELATING TO THROMBOSIS. 553645 CHOLESTEROL CONVERSATIONS: NATF LAUNCHED CHOLESTEROL CONVERSATIONS, A LIMITED-SERIES PODCAST FOR HEALTHCARE PROFESSIONALS DISCUSSING THE LATEST GUIDANCE ON ASCVD MANAGEMENT AND AVAILABLE TREATMENT OPTIONS FOR OPTIMAL LDL-C LOWERING. NEW DATA ON THE EFFICACY OF NOVEL AGENTS AND COMBINATION THERAPY WAS ALSO HIGHLIGHTED. 72000 0 3669944 228250 0 3898194 0 0 3898194 58473 3839721 191986 X 1333287 0 1333287 2019-05-03 X 53874 50238 39695 0 143807 45793 42702 33741 0 122236 1333287 1341685 1122695 927317 4724984 100000 0 100000 50000 250000 1233287 1341685 1022695 877317 4474984 0 0 127991 147971 178087 147531 601580 0 0 0 0 X BRINGHAM & WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 MEDICAL RESEARCH FELLOWSHIP 100000 100000 0 14 82 14 87143 18 1177656 0 1264881 0 1264881 0 0 0 0 0 0 0 0 0 0 X X 1 BRISTOL-MYERS SQUIBB COMPANY RT 206 AND PROVINCE LINE RD PRINCETON NJ 08543 200000 X 2 BETH AND JOSEPH KENNEDY 225 OCEAN VIEW AVE COTUIT MA 02636 10000 X 3 BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 70180 X 4 BAYER 100 BAYER BOULEVARD WHIPPANY NJ 07981 50000 X 5 UNITED THERAPEUTICS CORP 1040 SPRING ST SILVER SPRING MD 20910 30000 X 6 LESLEE AND RANDY GREEN 136 WINDING WAY APT 1 NAPLES FL 34112 5000 X 7 JOHNSON AND JOHNSON 1 JOHNSON AND JOHNSON PLAZA NEW BRUNSWICK NJ 08933 97500 X 8 ARIA CV INC 2334 UNIVERSITY AVE W SUITE 190 ST PAUL MN 55114 5000 X 9 AL THERAPEUTICS 101 COLLEGE STREET SUITE 210 NEW HAVEN CT 06510 5000 X 10 ESPERION 3891 RANCHERO DRIVE SUITE 150 ANN ARBOR MI 48108 99170 X 11 LIQUIDIA 419 DAVIS DRIVE MORRISVILLE NC 27560 5000 X 12 MERCK 126 E LINCOLN AVE RAHWAY NJ 07065 10000 X 13 PHARMOSA BIOPHARM INC 3F-3 NO 66 SANCHONG RD TAPEI CITY TW 11502 10000 X ACCOUNTING FEES 13200 6600 6600 6600 LEASEHOLD IMPROVEMENTS 2011-02-01 10325 10325 SL 15.000000000000 0 0 0 TELEPHONE SYSTEM 2011-02-01 1193 1193 SL 7.000000000000 0 0 0 PRINTER 2011-02-01 1720 1720 SL 7.000000000000 0 0 0 OFFICE FURNITURE 2011-02-01 9305 9305 SL 7.000000000000 0 0 0 LAPTOPS 2011-09-19 5647 5647 SL 7.000000000000 0 0 0 COMPUTER SOFTWARE 2012-09-20 31325 31325 SL 3.000000000000 0 0 0 COMPUTER EQUIP 2014-07-01 6291 6291 SL 3.000000000000 0 0 0 ELECTRICAL WORK 2015-02-24 3472 2501 SL 10.000000000000 347 0 0 INTERIOR DESIGN 2015-09-08 1950 1315 SL 10.000000000000 195 0 0 RENOVATIONS 2015-10-27 3413 2275 SL 10.000000000000 341 0 0 SIGNAGE 2015-12-03 1485 973 SL 10.000000000000 149 0 0 MAC BOOK PRO 2015-06-14 2348 2348 SL 3.000000000000 0 0 0 DESKS 2016-08-18 743 202 SL 7.000000000000 53 0 0 RENOVATIONS 2016-02-11 3024 2017 SL 10.000000000000 302 0 0 APPLE COMPUTERS 2016-11-11 2898 2898 SL 3.000000000000 0 0 0 APPLE OFFICE EQUIPMENT 2017-08-07 2378 2378 SL 3.000000000000 0 0 0 WEBSITE DEVELOPMENT COSTS 2017-07-01 46992 46992 SL 5.000000000000 0 0 0 SHELVING 2018-02-22 1146 216 SL 7.000000000000 164 0 0 APPLE OFFICE EQUIPMENT 2018-03-06 2268 2268 SL 3.000000000000 0 0 0 APPLE COMPUTERS 2018-11-14 2908 2908 SL 3.000000000000 0 0 0 APPLE COMPUTERS 2019-07-24 2778 2778 SL 3.000000000000 0 0 0 OFFICE EQUIPMENT 2021-09-14 3115 1536 SL 3.000000000000 1039 0 0 SOFTWARE 2021-04-09 10000 1184 SL 5.000000000000 2000 0 0 SOFTWARE 2021-09-13 10000 1184 SL 5.000000000000 2000 0 0 SOFTWARE 2021-10-22 18000 2132 SL 5.000000000000 3600 0 0 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. VANGUARD TOTAL INTL BOND ETF 309448 309448 VANGUARD TOTAL BOND MKT ETF 281697 281697 SPDR S&P 500 ETF 772379 772379 INVESCO S&P 500 EQUAL WEIGHT 104148 104148 INVESCO VARIABLE RATE PREFERRED 85396 85396 VANGUARD TTL STK MKT ETF 489859 489859 VANGUARD VALUE ETF INDEX 174915 174915 AMER CENT SMALL CAP GRW I FMV 69403 69403 AMERICAN EUROPACIFIC GRW F2 FMV 155215 155215 JPMORGAN UNDSC MNGR BEHV VL I FMV 71239 71239 LOOMIS SAYLES CORE PLUS BD Y FMV 155306 155306 MFS INTL DIVERSIFICATION FMV 154759 154759 PIMCO INCOME 12 FMV 170216 170216 PIMCO MORTGAGE OPP & BD12 FMV 159838 159838 MSIF ULTRA-SHORT INCOME IR FMV 217446 217446 FIRST EAGLE GLOBAL I FMV 136391 136391 CERTIFICATES OF DEPOSIT & SHARE CERTIFICATES FMV 21517 21517 LEASEHOLD IMPROVEMENTS 10325 10325 0 TELEPHONE SYSTEM 1193 1193 0 PRINTER 1720 1720 0 OFFICE FURNITURE 9305 9305 0 LAPTOPS 5647 5647 0 COMPUTER SOFTWARE 31325 31325 0 COMPUTER EQUIP 6291 6291 0 ELECTRICAL WORK 3472 2848 624 INTERIOR DESIGN 1950 1510 440 RENOVATIONS 3413 2616 797 SIGNAGE 1485 1122 363 MAC BOOK PRO 2348 2348 0 DESKS 743 255 488 RENOVATIONS 3024 2319 705 APPLE COMPUTERS 2898 2898 0 APPLE OFFICE EQUIPMENT 2378 2378 0 WEBSITE DEVELOPMENT COSTS 46992 46992 0 SHELVING 1146 380 766 APPLE OFFICE EQUIPMENT 2268 2268 0 APPLE COMPUTERS 2908 2908 0 APPLE COMPUTERS 2778 2778 0 OFFICE EQUIPMENT 3115 2575 540 SOFTWARE 10000 3184 6816 SOFTWARE 10000 3184 6816 SOFTWARE 18000 5732 12268 UNREALIZED LOSS 702054 CONFERENCES/MEETINGS/EVENTS 244484 0 0 244484 INSURANCE 11716 0 0 11716 MARKETING 195201 0 0 195201 OFFICE SUPPLIES 1314 0 0 1314 BANK FEES 860 0 0 860 CREDIT CARD FEES 3467 0 0 3467 COMPUTER EXPENSE 6618 0 0 6618 POSTAGE, MAILING 186 0 0 186 FUNDRAISING, ANNUAL FUND 6035 0 0 6035 ANNUAL REPORT FEES 15 0 0 15 DATABASE, WEBSITE 3028 0 0 3028 MISCELLANEOUS 5909 0 0 5909 FILING FEES 1006 0 0 1006 INVESTMENT FEES 21188 21188 21188 0 PAYROLL SERVICE 8003 0 0 8003 FINANCIAL CONSULTING 45550 4555 4555 40995 HEADHUNTERS 6760 0 0 6760 PAYROLL TAXES 39982 0 0 39982 FOREIGN TAXES WITHHELD 1008 1008 1008 0 2022 FORM 990-PF EXTENSION TAX PAYMENTS 1000 0 0 0 CURRENT YEAR ESTIMATED TAX PAYMENT 346 0 0 0