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Nonprofit · EIN 36-6012426

THOMAS HEED OPHTHALMIC FOUNDATION 2620066500

Tax-exempt · BOSTON, MA 02110

Financials

$243K$334K2023$340K$329K2024$346K$323K2025
Revenue Expenses · by fiscal year end
Financials of THOMAS HEED OPHTHALMIC FOUNDATION 2620066500 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$346,393$323,425$22,968$4,196,606$0$4,196,606
December 31, 2024990-PF$339,859$329,464$10,395$4,184,705$0$4,184,705
December 31, 2023990-PF$243,332$334,306-$90,974$4,173,262$0$4,173,262
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$90,048
Dividends
$168,624
Net gain from sales of assets
$86,250
Other income
$1,471

Expenses

Grants and similar amounts paid
$209,334
Compensation of officers, directors and key employees
$68,240
Disbursements for charitable purposes
$298,198
Excise tax on investment income
$3,237

Balance sheet and other

Total assets, start of year
$4,184,705
Total assets, end of year
$4,196,606
Total liabilities, end of year
$0
Net assets, end of year
$4,196,606
Fair market value of assets
$5,985,737
Qualifying distributions
$298,198
Net investment income
$253,043

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CIBC NATIONAL TRUST COMPANY
181 W MADISON STREET 35th Fl, CHICAGO, IL 60602
TRUSTEE2$36,200
DAVID J WILSON MD
3375 SW TERWILLIGER BLVD, PORTLAND, OR 97239
EXECUTIVE SECRETARY2$32,040
STEPHEN D MCLEOD MD
10 KORET WAY K-301, SAN FRANCISCO, CA 94143
OFFICER2$0
EDUARDO C ALFONSO MD
900 NW 19TH ST, MIAMI, FL 33136
OFFICER2$0
JOAN W MILLER MD
243 CHARLES STREET, BOSTON, MA 021143096
OFFICER2$0
NICHOLAS J VOLPE MD
645 N MICHIGAN AVENUE SUITE 440, CHICAGO, IL 60611
OFFICER2$0
LISA BROWN SF AMS
655 BEACH STREET, SAN FRANCISCO, CA 94109
ADMINISTRATOR2$0
JULIA A HALLER MD
840 WALNUT STREET STE 1510, PHILADELPHIA, PA 191075109
OFFICER2$0
FRONCIE A GUTMAN MD
16800 KNOLLS WAY, CHAGRIN FALLS, OH 44203
EXECUTIVE SECRETARY2$0
990-PF for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
CIBC NATIONAL TRUST COMPANY
120 S LASALLE STREET, CHICAGO, IL 60603
TRUSTEE2$66,521
DAVID J WILSON MD
3375 SW TERWILLIGER BLVD, PORTLAND, OR 97239
EXECUTIVE SECRETARY2$0
STEPHEN D MCLEOD MD
10 KORET WAY K-301, SAN FRANCISCO, CA 94143
OFFICER2$0
EDUARDO C ALFONSO MD
900 NW 19TH ST, MIAMI, FL 33136
OFFICER2$0
JOAN W MILLER MD
243 CHARLES STREET, BOSTON, MA 021143096
OFFICER2$0
NICHOLAS J VOLPE MD
645 N MICHIGAN AVENUE SUITE 440, CHICAGO, IL 60611
OFFICER2$0
LISA BROWN SF AMS
655 BEACH STREET, SAN FRANCISCO, CA 94109
ADMINISTRATOR2$0
JULIA A HALLER MD
840 WALNUT STREET STE 1510, PHILADELPHIA, PA 191075109
OFFICER2$0
FRONCIE A GUTMAN MD
16800 KNOLLS WAY, CHAGRIN FALLS, OH 44203
EXECUTIVE SECRETARY2$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
DAVID J WILSON MD
3375 SW TERWILLIGER BLVD, PORTLAND, OR 97239
EXECUTIVE SECRETARY2$32,040
CIBC NATIONAL TRUST COMPANY
120 S LASALLE STREET, CHICAGO, IL 60603
TRUSTEE2$31,828
STEPHEN D MCLEOD MD
10 KORET WAY K-301, SAN FRANCISCO, CA 94143
OFFICER2$0
EDUARDO C ALFONSO MD
900 NW 19TH ST, MIAMI, FL 33136
OFFICER2$0
JOAN W MILLER MD
243 CHARLES STREET, BOSTON, MA 021143096
OFFICER2$0
NICHOLAS J VOLPE MD
645 N MICHIGAN AVENUE SUITE 440, CHICAGO, IL 60611
OFFICER2$0
LISA BROWN SF AMS
655 BEACH STREET, SAN FRANCISCO, CA 94109
ADMINISTRATOR2$0
JULIA A HALLER MD
840 WALNUT STREET STE 1510, PHILADELPHIA, PA 191075109
OFFICER2$0
FRONCIE A GUTMAN MD
16800 KNOLLS WAY, CHAGRIN FALLS, OH 44203
EXECUTIVE SECRETARY2$0

Address and contacts

Address (IRS master file)
100 FEDERAL ST 31ST FLOOR, BOSTON, MA 02110-1883
In care of
% THE PRIVATEBANK
Signed the 990-PF
AARON SHIELDS, MANAGING DIRECT
Phone
(312) 564-2143
Return prepared by
ERNST & YOUNG US LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-6012426
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1948
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,196,606
Income (IRS master file)
$464,845

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$346,393$323,425$4,196,606XML
990-PFDecember 2024$339,859$329,464$4,184,705XML
990-PFDecember 2023$243,332$334,306$4,173,262XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-6012426).

Questions about THOMAS HEED OPHTHALMIC FOUNDATION 2620066500

What is the EIN of THOMAS HEED OPHTHALMIC FOUNDATION 2620066500?
The employer identification number (EIN) of THOMAS HEED OPHTHALMIC FOUNDATION 2620066500 is 36-6012426.
Is THOMAS HEED OPHTHALMIC FOUNDATION 2620066500 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1948.
Are donations to THOMAS HEED OPHTHALMIC FOUNDATION 2620066500 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THOMAS HEED OPHTHALMIC FOUNDATION 2620066500 file?
Form 990-PF. Private foundations file every year.
When is the next return of THOMAS HEED OPHTHALMIC FOUNDATION 2620066500 due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THOMAS HEED OPHTHALMIC FOUNDATION 2620066500 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THOMAS HEED OPHTHALMIC FOUNDATION 2620066500?
The 990-PF for the year ended December 31, 2025 lists 9 people; 2 received compensation from the organization, the highest $36,200 (CIBC NATIONAL TRUST COMPANY, TRUSTEE).
How much revenue does THOMAS HEED OPHTHALMIC FOUNDATION 2620066500 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $346,393, expenses of $323,425 and total assets of $4,196,606 at year end.

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