2025-09-09T15:03:24-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2024-01-01 046042338 HERMAN KNAPP TESTIMONIAL FUND HERM 4155618578 655 BEACH STREET SAN FRANCISCO CA 94109 DAVID WILSON MD SECRETARY-TREASURER 4155618578 2025-09-09 1 0 MICHAEL LUMSDEN P01262236 4159561500 2025-09-09 2024 2025-03-06 01:10:19Z DAVID K WALLACE MD MPH 655 BEACH STREET SAN FRANCISCO CA 94109 753926 0 X WWW.AOSONLINE.ORG X 1912 MD THE FUND IS ORGANIZED TO SUPPORT THE PURPOSES AND FUNCTIONS OF THE AMERICAN OPHTHALMOLOGICAL SOCIETY BY: RAISING THE STANDARDS OF MEDICAL CARE OF THE OCULAR SICK BY PROMOTING AND ADVANCING THE ART AND SCIENCE OF OPHTHALMOLOGY; ADVANCING THE ART AND PRACTICE OF OPHTHALMIC TEACHING; PROMOTING AND SUPPORTING ADVANCED STUDY AND RESEARCH IN THE FIELDS OF OCULAR AND RELATED DISEASES; AND BY PROVIDING FOR PRIZES AND MEDALS TO PERSONS EXCELLING IN ONE OR MORE OF SUCH ENDEAVORS. 7 6 0 100 0 0 0 0 0 0 399282 480737 0 0 399282 480737 20233 30170 0 0 0 0 0 0 0 82040 65902 102273 96072 297009 384665 10160073 10869328 0 0 10160073 10869328 THE FUND IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY TO SUPPORT, BENEFIT, PERFORM, AND ASSIST IN CARRYING OUT THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES AND FUNCTIONS OF THE AMERICAN OPHTHALMOLOGICAL SOCIETY. 0 0 28695 0 0 THE HERMAN KNAPP FUND SUPPORTS THE AMERICAN OPHTHALMOLOGICAL SOCIETY THROUGH THE SUPPORT OF SCIENTIFIC AND EDUCATIONAL SYMPOSIA AND HONORARY LECTURES PRESENTED AT THE ANNUAL MEETING. 20707 20707 0 THE HERMAN KNAPP FUND PROVIDES SUPPORT FOR THE RESIDENT RETREAT OF THE HEED OPHTHALMIC FOUNDATION TO ENCOURAGE PURSUIT OF ACADEMIC CAREERS. ADDITIONALLY, THE HERMAN KNAPP FUND PROVIDES SUPPORT TO OTHER ORGANIZATIONS WITHIN THE OPHTHALMOLOGICAL FIELD. 9463 9463 0 THE HERMAN KNAPP FUND SUPPORTS TRAVEL AWARDS FOR NON-MEMBER, YOUNG INVESTIGATORS FROM THEIR RESIDENCIES TO PARTICIPATE IN THE AOS ANNUAL MEETING. 58865 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X WAJHMA ABOUD 4155618587 655 BEACH STREET SAN FRANCISCO CA 94109 DAVID J WILSON MD SECRETARY / TREASURER 1.00 2.00 X X 0 50000 0 PRESTON H BLOMQUIST MD PRESIDENT THROUGH 5/2024 1.00 2.00 X X 0 0 0 EMILY Y CHEW MD PRESIDENT START 5/2024 1.00 2.00 X X 0 0 0 JULIA A HALLER MD TRUSTEE START 5/2024 1.00 2.00 X 0 0 0 MARY E HARTNETT MD TRUSTEE 1.00 2.00 X 0 0 0 PETER A NETLAND MD PHD TRUSTEE 1.00 2.00 X 0 0 0 TIMOTHY W OLSEN MD TRUSTEE THROUGH 5/2024 1.00 2.00 X 0 0 0 DAVID K WALLACE MD MPH TRUSTEE 1.00 2.00 X 0 0 0 JAYNE S WEISS MD TRUSTEE START 5/2024 1.00 2.00 X 0 0 0 0 50000 0 0 0 0 0 0 229081 229081 524845 273189 251656 251656 251656 480737 0 0 480737 20707 20707 9463 9463 12693 12693 23805 23805 28695 28695 709 709 96072 58865 37207 0 7958048 8299569 2202025 2569759 10160073 10869328 0 0 X 10160073 10869328 10160073 10869328 10160073 10869328 384665 324589 0 X 0 1 X 1 0 X X 1 AMERICAN OPHTHALMOLOGICAL SOCIETY 411235482 10 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE HERMAN KNAPP TESTIMONIAL FUND MADE GRANTS TO THE FOLLOWING ORGANIZATIONS, WHICH HAVE A SIMILAR EXEMPT PURPOSE AS ITS SUPPORTED ORGANIZATION (THE AMERICAN OPHTHALMOLOGICAL SOCIETY) OF ADVANCING OPHTHALMOLOGICAL CAUSES: DONEE'S NAME: THE HEED OPHTHALMIC FOUNDATION DONEE'S ADDRESS: 120 S. LASALLE STREET, 7TH FLOOR CHICAGO, IL 60603 EIN: 36-6012426 IRC SECTION: 501(C)(3) AMOUNT OF GRANT: $5,000 TYPE OF GRANT: CASH SPECIFIC PURPOSE: RESEARCH GRANT DONEE'S NAME: THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY DONEE'S ADDRESS: 655 BEACH STREET, SAN FRANCISCO, CA 94109 EIN: 94-2682387 IRC SECTION: 501(C)(3) AMOUNT OF GRANT: $13,207 TYPE OF GRANT: CASH SPECIFIC PURPOSE: EDUCATIONAL GRANT DONEE'S NAME: AMERICAN ACADEMY OF OPHTHALMOLOGY DONEE'S ADDRESS: 655 BEACH STREET, SAN FRANCISCO, CA 94109 EIN: 41-1336784 IRC SECTION: 501(C)(6) AMOUNT OF GRANT: $2,500 TYPE OF GRANT: CASH SPECIFIC PURPOSE: SUPPORT SURGICAL SCOPE FUND 0 DUE FROM RELATED ORGANIZATION 2569759 2569759 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) IN THE INTERNAL REVENUE CODE (IRC). THE CES FUND AND KNAPP FUND ARE BOTH SUPPORTING ORGANIZATIONS OF AOS, UNDER SECTION 501(A)(3) OF THE IRC. HOWEVER, INCOME FROM ACTIVITIES NOT RELATED TO ITS TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME SUBJECT TO TAXATION FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. 1 FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY 655 BEACH STREET SAN FRANCISCO CA 94109 942682387 501(C)(3) 13207 0 EDUCATION 1 0 GUEST LECTURER HONORARIUMS 5 9463 PART I, LINE 2: ALL GRANTS ARE REVIEWED AND APPROVED BY THE COUNCIL. PROPER USE OF GRANT FUNDS ARE MONITORED BY A CONTINUOUS, CLOSE-WORKING RELATIONSHIP WITH THE GRANTEE. FORM 990, PART VI, SECTION A, LINE 3 THE HERMAN KNAPP TESTIMONIAL FUND HAS A MANAGEMENT CONTRACT WITH SAN FRANCISCO ASSOCIATION MANAGEMENT SERVICES (SF-AMS). UNDER THE ANNUAL CONTRACT, ALL PERSONNEL DECISIONS AND FINANCIAL OPERATIONS ARE THE RESPONSIBILITY OF SF-AMS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS. HOWEVER, THE FORM 990 INSTRUCTIONS FURTHER DEFINES A "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WHO HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE OR TO RECEIVE DISTRIBUTIONS OF INCOME OR ASSETS FROM THE ORGANIZATION. ACCORDINGLY, THE HERMAN KNAPP TESTIMONIAL FUND HAS ONE SOLE MEMBER: THE AMERICAN OPHTHALMOLOGICAL SOCIETY. FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES OF THE ORGANIZATION ARE COMPRISED SOLELY OF INDIVIDUALS WHO ARE CURRENTLY ELECTED BOARD MEMBERS OF THE AMERICAN OPHTHALMOLOGICAL SOCIETY, THE SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BYLAWS OF THE HERMAN KNAPP TESTIMONIAL FUND MUST BE APPROVED BY THE AMERICAN OPHTHALMOLOGICAL SOCIETY BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE FINANCE AND ACCOUNTING STAFF OF THE ORGANIZATION'S MANAGEMENT COMPANY, WITH QUESTIONS REFERRED TO THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C HKTF HAS A PROFOUND DUTY TO ITS COUNCIL MEMBERS, THE LARGER MEDICAL COMMUNITY, AND THE PUBLIC TO ENSURE THE INTEGRITY OF ITS SCIENTIFIC, EDUCATIONAL, AND CONSUMER INFORMATION ACTIVITIES AND MATERIALS. THUS, EACH HKTF COUNCIL MEMBER AND OFFICER MUST DISCLOSE AND MANAGE CONFLICTS OF INTEREST OR THE APPEARANCE OF CONFLICTS OF INTEREST THAT AFFECT THIS INTEGRITY. ALL HKTF LEADERS MUST DISCLOSE SIGNIFICANT FINANCIAL RELATIONSHIPS TO HKTF ANNUALLY. WHERE SUCH CONFLICTS OR PERCEIVED CONFLICTS EXIST, THEY MUST BE APPROPRIATELY AND FULLY DISCLOSED AND RESOLVED. HKTF HAS DETERMINED THAT A FINANCIAL RELATIONSHIP SHOULD NOT RESTRICT EXPERT SCIENTIFIC, CLINICAL, OR NON-CLINICAL CONTRIBUTIONS TO HKTF'S ACTIVITIES PROVIDED THAT APPROPRIATE DISCLOSURE OF SUCH RELATIONSHIPS IS MADE. SIMILARLY, IT SHOULD NOT RESTRICT PARTICIPATION IN HKTF LEADERSHIP AND GOVERNANCE, SO LONG AS APPROPRIATE DISCLOSURE IS MADE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AMERICAN OPHTHALMOLOGICAL SOCIETY 655 BEACH STREET SAN FRANCISCO CA 94109 411235482 PROMOTES OPHTHALMOLOGIC EDUCATION AND RESEARCH MN 501(C)(3) LINE 10 N/A 1 AOS CHARITABLE EDUC AND SCIENTIFIC FUND 655 BEACH STREET SAN FRANCISCO CA 94109 411872794 SUPPORT OF AOS MN 501(C)(3) LINE 12A, I AMERICAN OPHTHALMOLOGICAL SOCIETY 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 AMERICAN OPHTHALMOLOGICAL SOCIETY D 2569759 BOOK VALUE