2025-10-22T13:01:28-05:00 2024-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990PF 2024-01-01 366012426 THE HEED OPHTHALMIC FOUNDATION HEED 3125642143 100 FEDERAL ST 37TH FLOOR BOSTON MA 02110 AARON SHIELDS MANAGING DIRECT 3125642143 2025-10-21 true true KELLY KOWALCZYK P01387686 3128792000 2025-10-21 2024 2025-03-06 01:10:19Z X 5403427 30000 145968 144257 153140 541925 153140 0 10751 10751 339859 308148 66521 16719 49802 0 0 0 0 0 0 650 0 0 650 24601 24601 0 6036 3326 0 0 0 0 0 0 0 8144 8144 105952 20045 0 83197 223512 223512 329464 20045 0 306709 10395 288103 0 834 834 31152 432097 432097 0 0 0 0 4142110 3751774 4970496 4173262 4184705 5403427 0 X 4173262 4184705 4173262 4184705 4173262 4184705 4173262 10395 2502 4186159 1454 4184705 868. VANGUARD FTSE DEVELOPED ETF 2018-05-02 2024-02-28 42197 38976 3221 3221 372. VANGUARD FTSE EMERGING MARKE 2018-05-02 2024-02-28 15235 19034 -3799 -3799 223. VANGUARD S&P 500 ETF 2019-10-30 2024-02-28 103832 62090 41742 41742 112. VANGUARD MID-CAP ETF 2018-05-02 2024-02-28 26825 18926 7899 7899 62. VANGUARD SMALL-CAP ETF 2018-05-02 2024-02-28 13571 12497 1074 1074 12042. JPMORGAN ALERIAN MLP INDEX 2018-05-02 2024-05-24 337983 237262 100721 100721 CAPITAL GAIN DIVIDENDS P 2282 CAPITAL GAIN DIVIDENDS P 2282 CAPITAL GAIN DIVIDENDS P 2282 CAPITAL GAIN DIVIDENDS P 2282 CAPITAL GAIN DIVIDENDS P 2282 CAPITAL GAIN DIVIDENDS P 2282 153140 4005 0 4005 0 4005 2500 0 0 2500 0 1505 0 0 false false false false false false false true true IL true false false false false true WWW.HEED.ORG CIBC NATIONAL TRUST COMPANY TRUSTEE 3125642143 120 SOUTH LASALLE STREET CHICAGO IL 60603 false false false false true false false false false false false false false false false true false false false false false false false CIBC NATIONAL TRUST COMPANY 120 S LASALLE STREET CHICAGO IL 60603 TRUSTEE 2 66521 DAVID J WILSON MD 3375 SW TERWILLIGER BLVD PORTLAND OR 97239 EXECUTIVE SECRETARY 2 0 STEPHEN D MCLEOD MD 10 KORET WAY K-301 SAN FRANCISCO CA 94143 OFFICER 2 0 EDUARDO C ALFONSO MD 900 NW 19TH ST MIAMI FL 33136 OFFICER 2 0 JOAN W MILLER MD 243 CHARLES STREET BOSTON MA 021143096 OFFICER 2 0 NICHOLAS J VOLPE MD 645 N MICHIGAN AVENUE SUITE 440 CHICAGO IL 60611 OFFICER 2 0 LISA BROWN SF AMS 655 BEACH STREET SAN FRANCISCO CA 94109 ADMINISTRATOR 2 0 JULIA A HALLER MD 840 WALNUT STREET STE 1510 PHILADELPHIA PA 191075109 OFFICER 2 0 FRONCIE A GUTMAN MD 16800 KNOLLS WAY CHAGRIN FALLS OH 44203 EXECUTIVE SECRETARY 2 0 NONE 0 NONE 0 4968936 335254 0 5304190 0 0 5304190 79563 5224627 261231 261231 4005 4005 257226 3336 260562 0 260562 306709 0 0 0 0 306709 260562 0 0 56894 76576 16501 144558 81673 376202 306709 0 0 0 260562 46147 0 0 422349 0 0 0 0 0 0 56894 365455 76576 16501 144558 81673 46147 NONE NONE DAVID J WILSON M D 3375 SW TERWILLIGER BLVD PORTLAND OR 97239 5034943051 APPLICATION FORMS ARE AVAILABLE VIA THE WEB AT WWW.HEED.ORG N//A THE FELLOWSHIP MUST BE COMPLETED WITHIN 3 YEARS OF RESIDENCY THE FELLOWSHIP MUST BE CONDUCTED IN THE UNITED STATES A MINIMUM OF 20% OF THE FELLOWSHIP MUST BE SPENT IN RESEARCH RITHAMBARA RAMACHANDRAN 2788 BARCLAY WAY ANN ARBOR MI 48105 NONE I EDUCATION 4170 RACHEL DOWNES 3252 CHADBOURNE ROAD SHAKER HEIGHTS OH 44120 NONE I EDUCATION 4170 LUCIANO CUSTO GREIG 170 BROOKLINE AVE APT 717 BOSTON MA 02215 NONE I EDUCATION 4170 ADAM HANIF 4828 SE CARUTHERS ST PORTLAND OR 97215 NONE I EDUCATION 4170 ADRIAN AU 11825 ROWLES CT LOS ANGELES CA 90066 NONE I EDUCATION 4170 EUN CHOI 2610 ERWIN RD UNIT 206 DURHAM NC 277053847 NONE I EDUCATION 4170 DAVID DOOBIN 50 CAUSEWAY STREET BOSTON MA 02114 NONE I EDUCATION 4170 MEDI ESLANI 8875 COSTA VERDE BLVD 805 SAN DIEGO CA 92122 NONE I EDUCATION 4170 JASON FAN 3060 MATILITA ST MIAMI FL 33133 NONE I EDUCATION 4170 OTANA JAKPOR 434 KELLOGG ST APT 117 ANN ARBOR MI 48105 NONE I EDUCATION 4170 OLIVIA KILLEEN 3122 MANCHESTER DR DURHAM NC 27707 NONE I EDUCATION 4170 BENJAMIN LIN 619 SW 20TH RD MIAMI FL 33129 NONE I EDUCATION 4170 MATHEW MARGOLIS BYERS EYE INSTITUE 2452 WATSON CT ST 2200 PALO ALTO CA 94303 NONE I EDUCATION 4170 ANTHONY MARTE 420 E 120 ST APT 3 NEW YORK NY 10035 NONE I EDUCATION 4170 LOUIS MARTINEZ-VELAZQUEZ 205 H CHARLES ST APT 2 CAMBRIDGE MA 02141 NONE I EDUCATION 4170 JENNIFER HU 50 CAUSEWAY ST APT 1416 BOSTON MA 02114 NONE I EDUCATION 4170 LEANGELO NICHOLAS HALL 16220 SW 286 ST MIAMI FL 33033 NONE I EDUCATION 4170 LINDSAY CHUN 415 MARATHON ST APT 118 LOS ANGELES CA 90029 NONE I EDUCATION 4170 LUCIE GUO 1806 EDGEWOOD LN MENO PARK CA 94025 NONE I EDUCATION 4170 TANIA E PADILLA CONDE 584 TWIN PINES WAY LEXINGTON KY 40514 NONE I EDUCATION 4170 MARISSA SHOJI PO BOX 590175 NEWTON MA 02459 NONE I EDUCATION 4170 JEANNETTE STALLWORTH 4626 144TH PL SE BELLEVUE WA 98006 NONE I EDUCATION 4170 LOKA THANGAMATHESVARAN 824 N CALVERT ST BALTIMARE MD 21202 NONE I EDUCATION 4170 RACHANA HALIYUR 5527 ARBOR CHASE DR Ann Arbor MI 48103 NONE I EDUCATION 5838 Daniel Balikov 300 S BISCAYNE BLVD UNIT 3110 Miami FL 33131 NONE I EDUCATION 5838 Paul Micevych 648 NW CAPITOL ST Salt Lake City UT 84103 NONE I EDUCATION 5838 Lisa Lin 2 HAWTHORNE PLACE APT 9C Boston MA 02114 NONE I EDUCATION 5838 Olufemi Adams APT 0722 Chestnut Street PA 19107 NONE I EDUCATION 5838 Warren Pan 2801 BARCLAY WAY Ann Arbor MI 48105 NONE I EDUCATION 5838 Kasetty Venkatkrish 200 RIVERFRONT DRIVE APT 18H Detroit MI 48226 NONE I EDUCATION 5838 Prashant Tailor 8110 ST MARLO COUNTRY CLUB PARKWAY Duluth GA 30097 NONE I EDUCATION 5838 Amy Pohodich 8917 SOUTHWEST 51ST AVENUE Portland OR 97219 NONE I EDUCATION 5838 Elizabeth Bolton 21 E HURON STREET APT 3905 Chicago IL 60611 NONE I EDUCATION 5838 Sean Rodriguez 2283 HOLIDAY ROAD Coralville IA 52241 NONE I EDUCATION 5838 Nikhil Bommakanti 1101 LUDLOW STREET UNIT 1417 Philadelphia PA 19107 NONE I EDUCATION 5838 Tyler Etheridge 480 N WALL STREET C203 Salt Lake City UT 84103 NONE I EDUCATION 5838 Landon Rohowetz 10910 NW 18TH CT PLANTATION FL 33322 NONE I EDUCATION 5838 Yi Stephanie Zhang 35 LOMASNEY WAY UNIT 1104 Boston MA 02114 NONE I EDUCATION 5004 Jonathan Lin 37 POOLE STREET Medford MA 02155 NONE I EDUCATION 5838 Daniel Savage 41 PONTIAC STREET Webster NY 14580 NONE I EDUCATION 5838 William Foulsham 201 BROOKLINE STREET UNIT 6 Cambridge MA 02139 NONE I EDUCATION 5838 Angela Gupta 1500 CHESTNUT STREET 18D Philadelphia PA 19102 NONE I EDUCATION 5838 Reid Wilson 8917 SW 51ST AVE Portland OR 97219 NONE I EDUCATION 5838 Anfei Li 409 EAST 69TH STREET APT 2E New York NY 10021 NONE I EDUCATION 5838 Luis Acaba Berrocal 834 CHESTNUT STREET APT 1219 Philadelphia PA 19107 NONE I EDUCATION 5838 223512 14 145968 18 153140 OTHER INCOME 900099 14 10751 309859 309859 false false false false false false false false false false X X 1 AMERICAN OPHTHALMOLOGICAL SOCIERY 655 BEACH STREET SAN FRANCISCO CA 94109 10000 X 2 Research to Prevent Blindness 360 LEXINGTON AVENUE 22ND FL NEW YORK NY 10017 20000 X TAX PREPARATION FEE (NON-ALLOC 650 650 19247U106 COHEN & STEERS INST 206559 205010 215698 46625H365 JPMORGAN ALERIAN MLP 237262 0 0 52106N459 LAZARD GL LIST INFRA 231179 231179 231279 XXX-XX-XXXX VANGUARD FTSE DEVELO 609317 570341 615109 XXX-XX-XXXX VANGUARD I/T INVEST 438659 438659 377141 XXX-XX-XXXX VANGUARD S/T INVEST 874204 874204 858671 XXX-XX-XXXX VANGUARD FTSE EMERGI 235648 216614 243805 XXX-XX-XXXX VANGUARD S&P 500 ETF 891626 829535 1779151 XXX-XX-XXXX VANGUARD MID-CAP ETF 271342 252415 432909 XXX-XX-XXXX VANGUARD SMALL-CAP E 146314 133817 216733 INTRAPERIOD ADJUSTMENT 1448 ROUNDING 6 OTHER NON-ALLOCABLE EXPENSE - 8144 0 8144 OTHER REVENUE 200 200 JPMORGAN ALERIAN MLP INDEX 10551 10551 RECOVERY 2502 INVESTMNT MNGMNT FEES (NON-DED 24601 24601 STATE INCOME TAXES - PRINCIPAL 15 15 0 FEDERAL TAX PAYMENT - PRIOR YE 210 0 0 FEDERAL ESTIMATES - PRINCIPAL 2500 0 0 FOREIGN TAXES ON QUALIFIED FOR 2261 2261 0 FOREIGN TAXES ON NONQUALIFIED 1050 1050 0