Skip to content
Nonprofiteer
← HERMAN KNAPP TESTAMONIAL FUND

Form 990 for tax year 2022

Filed by HERMAN KNAPP TESTAMONIAL FUND.

Totals

Total revenue
$276,178
Total expenses
$352,582
Contributions and grants received
$0
Grants paid
$270,430
Program service revenue
$0
Investment income
$276,178
Other revenue
$0
Total assets, end of year
$9,139,674
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$9,139,674
Program services expenses (Part IX)
$320,632
Management and general expenses
$31,950
Fundraising expenses
$0
Program service expenses (Part III)
$320,632

Program services were 90.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $166,094 · excluded $166,094

  • 7a · Gross sales of assets other than inventory

    securities $455,159

  • 7b · Less cost or other basis and sales expenses

    securities $345,075

  • 7c · Gain or loss

    securities $110,084

  • 7d · Net gain or loss

    total $110,084 · excluded $110,084

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $265,930 · program services $265,930

  • 2 · Grants to domestic individuals

    total $4,500 · program services $4,500

  • 11c · Fees: accounting

    total $6,118 · management and general $6,118

  • 11f · Fees: investment management

    total $23,830 · management and general $23,830

  • 19 · Conferences, conventions and meetings

    total $50,202 · program services $50,202

  • 23 · Insurance

    total $654 · management and general $654

  • 24e · All other expenses

    total $1,348 · management and general $1,348

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $9,218,502 · end of year $7,259,196

  • 15 · Other assets

    beginning of year $1,769,231 · end of year $1,880,478

  • 27 · Net assets without donor restrictions

    beginning of year $10,987,733 · end of year $9,139,674

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

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.

  • THE HERMAN KNAPP FUND PROVIDES SUPPORT TO OUTSIDE ORGANIZATIONS, INCLUDING THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY (FOR SUPPORT OF THE MUSEUM OF THE EYE) AND THE HEED OPHTHALMIC FOUNDATION (FOR SUPPORT OF RESIDENT RETREATS).

    Expenses $265,930 · Grants $265,930

  • 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.

    Expenses $50,202

  • THE HERMAN KNAPP FUND SUPPORTS TRAVEL AWARDS FOR NON-MEMBER, YOUNG INVESTIGATORS FROM THEIR RESIDENCIES TO PARTICIPATE IN THE AOS ANNUAL MEETING.

    Expenses $4,500 · Grants $4,500

As filed on the 2022 return.

Listed in Part VII

  • David J Wilson MD

    SECRETARY/TREASURER START 5/2022

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    1 + 2 related

  • Hans E Grossniklaus MD MBA

    SECRETARY/TREASURER THROUGH 5/2022

    Total calculated
    $22,000
    From this org
    $0
    From related orgs
    $22,000
    Other
    $0
    Hours/week
    1 + 2 related

  • Julia A Haller MD

    CHAIR THROUGH 5/2022

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • William F Mieler MD

    CHAIR START 5/2022

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Preston H Blomquist MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Emily Y Chew MD

    TRUSTEE START 5/2022

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Anne L Coleman MD PhD

    TRUSTEE THROUGH 5/2022

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Mary E Hartnett MD

    TRUSTEE START 5/2022

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Stephen D McLeod MD

    TRUSTEE THROUGH 5/2022

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • David K Wallace MD MPH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Marco A Zarbin MD

    TRUSTEE START 5/2022

    Total calculated
    $0
    Hours/week
    1 + 2 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
23 August 2023
IRS schema version
2022v5.0
Source object
202302359349301120

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.