2026-07-20T11:53:46-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2050 MAIN STREET SUITE 700 IRVINE CA 92614 990 2025-01-01 953976190 JULES AND DORIS STEIN UCLA SUPPORT GROUP JULE 3102759389 28632 ROADSIDE DRIVE 143 AGOURA HILLS CA 91301 BARTLY MONDINO MD PRESIDENT 3102759389 2026-07-07 1 BRIAN YACKER P00401346 9492222999 2026-07-07 2025 2025-03-06 01:10:19Z BARTLY MONDINO MD 28632 ROADSIDE DRIVE 143 AGOURA HILLS CA 91301 205121 0 X N/A X 1985 CA PROVIDE FUNDS FOR MEDICAL EQUIPMENT, RESEARCH, PROGRAM SERVICES AND COMMUNITY OUTREACH, OPERATIONS AND BUILDING MAINTENANCE FOR THE JULES STEIN EYE INSTITUTE TO PRESERVE SIGHT AND PREVENT BLINDNESS. 9 7 0 70 0 0 0 104101 0 0 106073 101020 0 0 106073 205121 669 8480 0 0 0 0 0 0 0 145308 122546 145977 131026 -39904 74095 2555252 2664040 426 13115 2554826 2650925 PROVIDE FUNDS FOR MEDICAL EQUIPMENT, RESEARCH, PROGRAM SERVICES AND COMMUNITY OUTREACH. 0 0 97543 8480 PRESCHOOL VISION SCREENING - 25 VOLUNTEERS SCREENED 440 CHILDREN IN 19 PRESCHOOLS. THE COMPREHENSIVE SCREENING PROCESS INCLUDES AN ACUITY TEST AND AUTO REFRACTIVE SCREENING UNDER THE GUIDANCE OF OUR DEDICATED VOLUNTEER OPTOMETRISTS. IN ADDITION, THE SCREENING PROCESS UTILIZES THE CANELLA SOFTWARE FOR THE VISUAL ACUITY PORTION OF EACH SCREENING TO INCREASE THE ACCURACY OF THE RESULTS. 3470 VISION IN-SCHOOL - 24 VOLUNTEERS PRESENTED TO 913 STUDENTS (4TH - 6TH GRADE). THE PROGRAM INCLUDED BOVINE COW EYES, PURCHASED OUT OF STATE AND SHIPPED OVERNIGHT. INSTEAD OF PASSING OUT PENCILS, THE PROGRAM PROVIDED STUDENTS WITH A TROLLI CANDY EYE TO TAKE HOME, WHICH HAS A SIMILAR TEXTURE TO A BOVINE EYE, OPPORTUNITY TO DISSECT THE CANDY EYE WITH THEIR PARENT(S) AND ENSURING A REALISTIC EXPERIENCE: A CLASSROOM PROJECT TO BUILD A PAPER EYE MODEL AFTER THE PRESENTATION. THIS INNOVATIVE APPROACH ENHANCES THE STUDENT'S LEARNING EXPERIENCE AND FOSTERS THEIR CREATIVITY. 6998 DR. TEDDY PROGRAM THE SUPPORT GROUP UNDERWRITES THE MAKE SURGERY BEARABLE PROGRAM WHICH SPONSORS DR. TEDDY BEARS WHICH ARE DISTRIBUTED TO EACH PEDIATRIC PATIENT UNDERGOING EYE SURGERY. IN ADDITION, THE ILLUSTRATED "MAKING EYE SURGERY BEARABLE" CHILDREN'S BOOK WHICH WAS TRANSLATED INTO SPANISH IS DELIVERED TO EACH PEDIATRIC PATIENT IN EITHER ENGLISH OR SPANISH DEPENDING ON WHICH IS APPROPRIATE FOR THE PEDIATRIC PATIENT AND THEIR PARENTS. THE BOOK AND DR. TEDDY HELP ALLEVIATE FEARS AND CONCERNS FOR PEDIATRIC PATIENTS AND THEIR PARENTS BY ILLUSTRATING THE SURGICAL PROCESS PRIOR TO SURGERY. IN 2025 APPROXIMATELY 260 BEARS AND BOOKS WERE DISTRIBUTED. 108011 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X STEPHEN P PETTY 3102759389 28632 ROADSIDE DRIVE AGOURA HILLS CA 91301 X BARTLY MONDINO MD PRESIDENT 2.00 60.00 X X 0 159930 0 ANNE L COLEMAN MD PHD TRUSTEE/SECRETARY 1.00 60.00 X X 0 813085 0 NORMAN ABRAMS ESQ TRUSTEE/TREASURER 1.00 X X 0 0 0 RONALD L OLSON ESQ TRUSTEE 1.00 X 0 0 0 CHARLES T FOSCUE TRUSTEE 1.00 X 0 0 0 KATRINA VANDEN HEUVEL TRUSTEE 1.00 X 0 0 0 CASEY WASSERMAN TRUSTEE 1.00 X 0 0 0 BART H WILLIAMS ESQ TRUSTEE 1.00 X 0 0 0 MARISSA GOLDBERG TRUSTEE 1.00 X 0 0 0 0 973015 0 0 0 1 0 0 104101 104101 101020 101020 205121 0 0 101020 X 8480 8480 15915 15915 5000 5000 93747 93747 1993 1693 300 1296 1296 2795 2795 1725 1725 FILING FEES 75 75 131026 108011 23015 0 4176 6441 4380 5080 2546696 2652519 2555252 2664040 426 13115 426 13115 X 964242 798152 1590584 1852773 2554826 2650925 2555252 2664040 74095 22004 0 X 0 0 0 X X 1 UCLA 956006143 2 1 0 108011 1 0 108011 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1590584 101286 75273 10468 1756675 1543116 71304 23836 1590584 644409 875000 31141 7434 1543116 680695 -34821 1465 644409 686015 40 -4160 1200 680695 0.02210 0.80780 0.17010 0 0 0 PUBLICLY TRADED SECURITIES 2652519 F 2652519 PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD IN RESTRICTED ACCOUNTS FOR THE JULES STEIN INSTITUTE BUILDING MAINTENANCE. THEY ARE RELEASED BASED ON THE INSTITUTE'S NEEDS BASED ON THE INDIVIDUAL FUND RESTRICTIONS. 0 UCLA - JULES STEIN EYE INSTITUTE 100 STEIN PLAZA DRIVEWAY LOS ANGELES CA 90095 956006143 2 8480 0 GENERAL ASSISTANCE 1 0 0 0 0 0 0 0 0 0 ANNE L COLEMAN MD PHD TRUSTEE/SECRETARY 0 813085 0 0 0 0 0 0 0 0 0 813085 0 0 BARTLY MONDINO MD PRESIDENT 0 159930 0 0 0 0 0 0 0 0 0 159930 0 0 FORM 990, PART VI, SECTION A, LINE 3 SYSTEMS DESIGN ASSOCIATES, INC. PROVIDES MANAGEMENT SERVICES UNDER AN AGREEMENT DATED JANUARY 1, 1989. THESE SERVICES INCLUDE: MAINTAINING THE ACCOUNTING RECORDS AND ASSISTING IN THE TAX RETURN PREPARATION; PROVIDING ASSISTANCE TO THE "AFFILIATES" SUPPORT GROUP; AND PROVIDING PERSONNEL TO SUPPORT THE VARIOUS PROGRAM SERVICES. THE TRUSTEES HAVE DETERMINED THAT THESE SERVICES ARE FAIR AND EQUITABLE AND COMPETIVELY PRICED. THE TOTAL COST FOR THESE SERVICES IN 2025 WAS $14,266. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE WILL PERSONALLY MEET WITH THE PREPARER, OR THEIR REPRESENTATIVE, WHO WILL REVIEW THE FORM 990 IN DETAIL AND ANSWER TRUSTEE QUESTIONS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. PRIOR TO THE FINANCE COMMITTEE MEETING, A FINAL AND COMPLETE COPY OF FORM 990 WILL BE DELIVERED TO ALL TRUSTEES WITH THE OPPORTUNITY FOR THEM TO EITHER ATTEND OR TO DELIVER SPECIFIC QUESTIONS OR COMMENTS TO THE FINANCE COMMITTEE FOR RESOLUTION AT THEIR MEETING WITH THE PREPARER. THE FINANCE COMMITTEE WILL MAKE A PRESENTATION AT THE NEXT FULL TRUSTEE MEETING TO UPDATE THE MEMBERS ON THEIR REVIEW OF THE FORM 990 AND THEN THE TRUSTEES WILL VOTE FOR APPROVAL OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL BOARD MEMBERS AT THE DECEMBER MEETING WITH INSTRUCTIONS TO COMPLETE THE CONFLICT OF INTEREST FORM AND RETURN SUCH TO THE SUPPORT GROUP'S LEGAL COUNSEL FOR REVIEW AND DISPOSITION. ONCE IDENTIFIED, ANY CONFLICTS OF INTEREST ARE ADDRESSED AS SET FORTH IN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE REQUIRED ORGANIZATIONAL DOCUMENTS AND THE FORM 990 (PREVIOUS THREE YEARS) WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICES DURING NORMAL BUSINESS HOURS AT NO CHARGE. WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST, THE ORGANIZATION SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. PART VII, LINE 1 BARTLY MONDINO, MD IS THE RETIRED DIRECTOR, STEIN EYE INSTITUTE. ANNE L. COLEMAN, MD, PHD IS THE CHAIR, DEPARTMENT OF OPHTHALMOLOGY OF THE UNIVERSITY OF CALIFORNIA AT LOS ANGELES, AND DIRECTOR, STEIN EYE INSTITUTE OF THE DEPARTMENT OF OPHTHALMOLOGY. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 93,747. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 93,747. JULES STEIN EYE INSTITUTE 100 STEIN PLAZA LOS ANGELES CA 90024 956016143 UNIVERSITY CA 501(C)(3) LINE 2 UCLA 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0