Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE SMITH-KETTLEWELL EYE RESEARCH
INSTITUTE
Number and street (or P.O. box number if mail is not delivered to street address)2318 FILLMORE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94115
A Employer identification number

94-6127237
B Telephone number (see instructions)

(415) 345-2000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$20,461,123J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 4,796,292
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 564,633 564,633 564,633
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 66,044
b Gross sales price for all assets on line 6a 5,394,265
7 Capital gain net income (from Part IV, line 2)... 66,044
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,073 0 11,073
12 Total. Add lines 1 through 11........ 5,438,042 630,677 575,706
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 757,593 0 0 757,593
14 Other employee salaries and wages...... 2,832,074 0 0 2,832,074
15 Pension plans, employee benefits....... 1,307,364 0 0 1,307,364
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
41,511 0 0 41,511
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
57,300 0 0 57,300
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,129,096 97,904 97,904 1,031,192
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... 353,793 0 0
20 Occupancy.............. 252,260 0 0 252,260
21 Travel, conferences, and meetings....... 130,570 0 0 130,570
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
772,220 0 0 772,220
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,633,781 97,904 97,904 7,182,084
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 7,633,781 97,904 97,904 7,182,084
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,195,739
b Net investment income (if negative, enter -0-) 532,773
c Adjusted net income (if negative, enter -0-)... 477,802
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 118,007 362,292 362,292
2 Savings and temporary cash investments......... 645,702 780,012 780,012
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable................. 369,857 52,910 52,910
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 231,004 127,509 127,509
10a Investments—U.S. and state government obligations (attach schedule) 1,368,907 Click to see attachment
List of Attached Documents:
// Content
854,276 		854,276
b Investments—corporate stock (attach schedule)....... 12,915,189 Click to see attachment
List of Attached Documents:
// Content
12,058,778 		12,058,778
c Investments—corporate bonds (attach schedule)....... 3,480,090 Click to see attachment
List of Attached Documents:
// Content
3,573,882 		3,573,882
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow18,450,702
Less: accumulated depreciation (attach schedule) right arrow15,799,238 2,510,055 Click to see attachment
List of Attached Documents:
// Content
2,651,464 		2,651,464
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,638,811 20,461,123 20,461,123
Liabilities 17 Accounts payable and accrued expenses.......... 719,718 576,859
18 Grants payable.................    
19 Deferred revenue................. 73,229 212,956
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
210 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 793,157 789,815
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 6,135,460 4,794,255
25 Net assets with donor restrictions............ 14,710,194 14,877,053
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 20,845,654 19,671,308
30 Total liabilities and net assets/fund balances (see instructions). 21,638,811 20,461,123
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
20,845,654
2
Enter amount from Part I, line 27a .....................
2
-2,195,739
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,021,393
4
Add lines 1, 2, and 3 ..........................
4
19,671,308
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,671,308
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,394,265   5,328,221 66,044
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       66,044
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 66,044
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter: 1985-10-24(attach copy of letter if necessary–see instructions) 1 N/A
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.SKI.ORG
14
The books are in care ofright arrowWILLIAM GOOD Telephone no.right arrow (415) 345-2000

Located atright arrow2318 FILLMORE STREETSAN FRANCISCOCA ZIP+4right arrow94115
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN BRABYN CEO/EXECUTIVE DIRECTOR
32.00 		304,144 34,971 0
2318 FILLMORE STREET
SAN FRANCISCO,CA94115
CORAZON DEVIS CHIEF OPERATIONS OFFICER
40.00 		209,030 46,413 0
2318 FILLMORE STREET
SAN FRANCISCO,CA94115
WILLIAM GOOD SECRETARY/SR SCIENTIST
28.00 		220,681 46,772 0
2318 FILLMORE STREET
SAN FRANCISCO,CA94115
ARVIND CHANDNA TREASURER/SR. CLINICAL RES
20.00 		23,738 3,890 0
2318 FILLMORE STREET
SAN FRANCISCO,CA94115
GUNILLA HAEGERSTROM-PORTNOY CHAIRMAN FINANCE COMMITTEE
8.00 		0 0 0
2318 FILLMORE STREET
SAN FRANCISCO,CA94115
DAVID GUYTON BOARD MEMBER
2.00 		0 0 0
2318 FILLMORE STREET
SAN FRANCISCO,CA94115
J VERNON ODOM BOARD MEMBER
2.00 		0 0 0
2318 FILLMORE STREET
SAN FRANCISCO,CA94115
SUSAN DAY SR VICE PRESIDENT
2.00 		0 0 0
2318 FILLMORE STREET
SAN FRANCISCO,CA94115
FREDERICK JOHN ELSAS BOARD MEMBER
2.00 		0 0 0
2318 FILLMORE STREET
SAN FRANCISCO,CA94115
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
JAMES COUGHLAN SR SCIENTIST
40.00 		215,915 46,208 0
2319 FILLMORE STREET
SAN FRANCISCO,CA94115
STEPHEN J HEINEN SR SCIENTIST
40.00 		199,424 20,602 0
2319 FILLMORE STREET
SAN FRANCISCO,CA94115
HOU CHUAN SR SCIENTIST
40.00 		158,964 42,399 0
2319 FILLMORE STREET
SAN FRANCISCO,CA94115
NATELA M SCANIDZE SCIENTIST
40.00 		158,835 33,695 0
2319 FILLMORE STREET
SAN FRANCISCO,CA94115
JOHN BEATRIZ SR RESEARCH ADMIN
40.00 		153,084 26,793 0
2319 FILLMORE STREET
SAN FRANCISCO,CA94115
Total number of other employees paid over $50,000...................right arrow 26
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
YOUR PART-TIME CONTROLLER LLC ACCOUNTING SERVICES 214,204
PO BOX 7247
PHILADELPHIA,PA191700001
COBALTIX PRIME LLC IT SECURITY 87,819
1095 FOLSOM STREET
SAN FRANCISCO,CA94103
ELIZABETH WARNER FUNDRAISING CONSULTANT 68,623
3425 SW COMUS STREET
PORTLAND,OR97219
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 BASIC RESEARCH - BASIC SCIENTIFIC RESEARCH TO INCREASE THE UNDERSTANDING OF NORMAL VISION IN SUPPORT OF VISION DISORDERS. 2,175,516
2 CLINICAL - CLINICAL RESEARCH TO DEVELOP NEW DIAGNOSTIC PROCEDURES AND TREATMENTS FOR VISUAL AND OTHER SENSORY DISORDERS. 744,900
3 REHABILITATIVE ENGINEERING RESEARCH CENTER - ENGINEERING RESEARCH TO PRODUCE BETTER TECHNIQUES FOR AID AND REHABILITATION OF THE BLIND AND PARTIALLY SIGHTED. 1,868,644
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
17,368,625
b
Average of monthly cash balances.......................
1b
819,942
c
Fair market value of all other assets (see instructions)................
1c
127,509
d
Total (add lines 1a, b, and c).........................
1d
18,316,076
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
18,316,076
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
274,741
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,041,335
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
902,067
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
7,182,084
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
495,202
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
7,677,286
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
1966-06-01
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
477,802 515,754 513,709 608,499 2,115,764
b 85% (0.85) of line 2a ......... 406,132 438,391 436,653 517,224 1,798,399
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		7,677,286 7,360,984 6,884,149 6,704,297 28,626,716
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		7,677,286 7,360,984 6,884,149 6,704,297 28,626,716
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		601,378 575,105 600,445 731,495 2,508,423
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
Total .................................right arrow 3a 0
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 564,633  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 66,044  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCONFERENCE, SYMPOSIUM, LECTURE 		        11,073
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 630,677 11,073
13Total. Add line 12, columns (b), (d), and (e)..................
13
641,750
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11A CONFERENCE, SYMPOSIUM, LECTURES
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE SMITH-KETTLEWELL EYE RESEARCH
INSTITUTE
Employer identification number

94-6127237
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE SMITH-KETTLEWELL EYE RESEARCH
INSTITUTE 		Employer identification number
94-6127237
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
NATIONAL INSTITUTES OF HEALTH
 
7700 WISCONSIN AVENUE SUITE 10104
 
BETHESDA, MD20852

$ 3,676,389


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ADMINISTRATION FOR COMMUNITY LIVING
 
330 C ST SW
 
WASHINGTON, DC20201

$ 1,071,574


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
EAST BAY COMMUNITY FOUNDATION
 
200 FRANK H OGAWA PLAZA
 
OAKLAND, CA94612

$ 6,654


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE SMITH-KETTLEWELL EYE RESEARCH
INSTITUTE 		Employer identification number

94-6127237
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE SMITH-KETTLEWELL EYE RESEARCH
INSTITUTE 		Employer identification number

94-6127237
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE SMITH-KETTLEWELL EYE RESEARCH
 
INSTITUTE
EIN:
94-6127237
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 57,300 0 0 57,300

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE SMITH-KETTLEWELL EYE RESEARCH
 
INSTITUTE
EIN:
94-6127237
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 5,934 5,934
AMERICAN EXPRESS CO 37,848 37,848
AMERICAN TOWER CORPORATION 66,530 66,530
AMGEN INC 36,244 36,244
ANHEUSER-BUSCH INBEV FIN INC 46,164 46,164
APPLE INC 32,989 32,989
AT&T INC 39,154 39,154
AT&T INC 36,480 36,480
BANK OF AMERICA CORP 79,143 79,143
BROADCOM INC 52,183 52,183
CIGNA CORP 21,000 21,000
CITIGROUP INC 56,946 56,946
COMCAST CORP 36,478 36,478
COMCAST CORP 23,196 23,196
COMMONWEALTH EDISON CO 16,406 16,406
CVS HEALTH CORP 12,594 12,594
CVS HEALTH CORP 50,821 50,821
DIAMONDBACK ENERGY INC 49,093 49,093
DUKE ENERGY CORP 51,238 51,238
ENBRIDGE INC 10,116 10,116
ENBRIDGE INC 33,132 33,132
ENTERGY MISS INC 61,923 61,923
ENTERPRISE PRODUCTS 31,861 31,861
FHLMC 30YR UMBS SUPER 65,861 65,861
FHLMC 30YR UMBS SUPER 190,064 190,064
FHLMC FG G08810 10,254 10,254
FHLMC FG V84335 12,673 12,673
FHLMC FR QBO130 68,929 68,929
FHLMC FR SD8299 231,057 231,057
FNMA 25,696 25,696
FNMA 30YR UMBS 87,845 87,845
FNMA 30YR UMBS 37,567 37,567
FNMA 30YR UMBS 109,934 109,934
FNMA 30YR UMBS 117,570 117,570
FNMA 30YR UMBS 205,112 205,112
FNMA 30YR UMBS SUPER 124,502 124,502
FNMA FN CA4358 19,598 19,598
FNMA FN MA2833 15,349 15,349
FNMA FN MA3148 24,843 24,843
FNMA FN MA3536 52,283 52,283
FNMA FN MA3745 14,286 14,286
FNMA FN MA3873 25,520 25,520
FNMA FN MA4210 107,518 107,518
FNMA FN MA4238 70,284 70,284
GOLDMAN SACHS GROUP INC/THE 67,737 67,737
HOME DEPOT INC 19,540 19,540
HP ENTERPRISE CO 24,380 24,380
JP MORGAN CHASE & CO 104,039 104,039
KINDER MORGAN INC 52,831 52,831
LOCKHEED MARTIN CORP 48,555 48,555
MICROSOFT CORP 19,135 19,135
MORGAN STANLEY 76,418 76,418
NEXTERA ENERGY CAPITAL HOLDING 52,838 52,838
ORACLE CORPORATION 51,927 51,927
PFIZER INVESTMENT ENTER 41,627 41,627
PHILIP MORRIS INTERNATIONAL IN 25,053 25,053
PNC FINANCIAL SERVICES 15,127 15,127
PPL ELECTRIC UTILITIES CORPORATION 50,673 50,673
RAYTHEON TECH CORP 29,197 29,197
SHELL INTL FIN B V 23,823 23,823
SIMON PROPERTY GROUP LP 50,225 50,225
T-MOBILE USA INC 47,018 47,018
TRUIST FINANCIAL CORP 25,414 25,414
UBER TECHNOLOGIES INC 48,370 48,370
UNITEDHEALTH GROUP INC 47,807 47,807
VERIZON COMMUNICATIONS INC 36,806 36,806
VISA INC 30,830 30,830
WALMART INC 36,197 36,197
WELLS FARGO & COMPANY 44,097 44,097

TY 2024 InvestmentsCorpStockSchedule
Name:
THE SMITH-KETTLEWELL EYE RESEARCH
 
INSTITUTE
EIN:
94-6127237
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC 22,193 22,193
3M COMPANY 15,878 15,878
ABBOTT LABORATORIES 25,563 25,563
ACADIA HEALTHCARE CO INC 12,529 12,529
ACCENTURE PLC IRELAND SHS CL A 16,534 16,534
ACCURACY INC CALIF 2,643 2,643
ADEIA INC 10,821 10,821
ADYEN NV-UNSPON ADR 24,805 24,805
AERCAP HOLDINGS NV 29,571 29,571
AGILENT TECHNOLOGIES INC 11,956 11,956
AGNICO EAGLE MINES LTD 4,927 4,927
AIR LEASE CORPORATION CL A 20,200 20,200
AIR LIQUIDE ADR 5,612 5,612
AIRBUS SE ADR USD 17,886 17,886
ALIGHT INC - CLASS A 7,633 7,633
ALLETE INC 10,433 10,433
ALLIANT ENERGY CORP 4,495 4,495
ALLISON TRANSMISSION HOLDINGS INC 16,425 16,425
ALLSTATE CORP 15,809 15,809
ALPHABET INC CLASS A COMMON STOCK 146,897 146,897
ALPHABET INC CLASS C CAPITAL STOCK 101,695 101,695
AMAZON.COM INC 206,227 206,227
AMERICA ELECTRIC POWER CO INC 6,825 6,825
AMERICAN INTERNATIONAL GROUP INC 26,416 26,416
AMNEAL PHARMACEUTICALS INC 7,484 7,484
AMPHENMOL CORP NEW-CL A 13,473 13,473
ANALOG DEVICES INC 23,796 23,796
AON PLC 67,522 67,522
APOLLO GLOBAL MANAGEMENT INC 8,258 8,258
APPLE INC 303,259 303,259
APPLIED MATERIALS INC 14,311 14,311
APTIV HOLDINGS LTD 7,379 7,379
ARCH CAPITAL GROUP LTD 18,747 18,747
ARCOSA INC 14,027 14,027
ARTISAN PARTNERS FDS INC INTL VALUE FD ADV SH 431,693 431,693
ASM INTERNATIONAL NV 10,415 10,415
ASML HOLDINGS NVNY REGISTRY 22,179 22,179
ASSURANT INC 8,955 8,955
ASTRAZENECA PLC SPONSORED ADR 36,888 36,888
AT&T INC 25,705 25,705
ATLAS ENERGY SOLUTIONS INC 21,071 21,071
ATLASSIAN CORP PLC-CLASS A TEAM 18,984 18,984
ATMOS ENERGY CORP 13,927 13,927
ATRICURE INC 6,479 6,479
AUTODESK INC 5,616 5,616
AVANOS MEDICAL INC 3,709 3,709
AVANTOR INC 3,455 3,455
AVERY DENNISON CORP 28,257 28,257
BABCOCK & WILCOX ENTERPR 2,560 2,560
BAE SYSTEMS PLC SPONSORED ADR 16,519 16,519
BANC OF CALIFORNIA INC 9,740 9,740
BANK NEW YORK MELLON CORP 4,456 4,456
BANK OF AMER CORP 44,697 44,697
BIOMA RIN PHARMACEUTICAL INC 2,169 2,169
BLACKROCK INC 12,301 12,301
BLOOM ENERGY CORP-A 8,595 8,595
BOEING CO 8,850 8,850
BOOKING HOLDINGS INC 19,874 19,874
BOSTON SCIENTIFIC CORP 44,213 44,213
BOX INC CL A 7,047 7,047
BREAD FINANCIAL HOLDINGS INC 6,167 6,167
BRISTOL MYERS SQUIBB CO 13,292 13,292
BROADCOM INC 70,711 70,711
BROOKFIELD CORP 2,470 2,470
BROOKFIELD INFRASTRUCTURE-A 22,366 22,366
BRUNSWICK CORP 15,135 15,135
BUILDERS FIRSTSOURCE INC 3,716 3,716
BWX TECHNOLOGIES INC COM 22,501 22,501
CABOT CORP 18,901 18,901
CALERES INC COM 4,794 4,794
CANADIAN NATURAL RESOURCES LTD 12,595 12,595
CANADIAN PACIFIC KANSAS CIT 28,224 28,224
CANNA E HOLDINGS INC 2,939 2,939
CARNIVAL CORP COMMON PAIRED CTF 16,871 16,871
CARRIER GLOBAL CORP 11,946 11,946
CASEYS GENERAL STORES INC 17,830 17,830
CATERPILLAR INC 24,305 24,305
CDW CORPORATION COM 4,525 4,525
CENTERPOINT ENERGY INC 4,252 4,252
CESNTENE CORP 7,088 7,088
CEVA INC 6,026 6,026
CHARLES RIVER LABORATORIES INTERNATIONAL INC 7,938 7,938
CHECKPOINT SOFTWARE TECHNOLOGIES LTD 8,402 8,402
CHEMED CORPORATION NEW 23,311 23,311
CHENIERE ENERGY INC 4,512 4,512
CHESAPEAKE UTILITIES CORP 16,504 16,504
CHEVRON CORPORATION 18,105 18,105
CHIPOTLE MEXICAN GRILL INC CL A 15,075 15,075
CIENA CORPORATION NEW 34,602 34,602
CISCO SYSTEMS INC 17,227 17,227
CITIGROUP INC COM 14,712 14,712
CITIZENS FINANCIAL GROUP INC 4,682 4,682
CLEAN HARBORS INC 8,975 8,975
CLEAR SECURE INC- CLASS A 11,535 11,535
CLEVELAND-CLIFFS INC 8,911 8,911
CNX RESOURCES CORP 15,291 15,291
COCA-COLA CO 26,025 26,025
COGNEX CORP 16,388 16,388
COGNYTE SOFTWARE LTD 10,700 10,700
COHEN & STEERS INC 24,932 24,932
COHERENT CORP 7,389 7,389
COLGATE PALMOLIVE CO 20,455 20,455
COMPASS GROUP PLC SPON ADR 16,358 16,358
CONCENTRIX CORP 16,832 16,832
CONDUENT INC 12,047 12,047
CONMED CORP 4,928 4,928
CONOCOPHILLIPS 11,504 11,504
CONSTELLATION ENERGY CORP COM 5,369 5,369
CONSTELLATION SOFTWARE INC 21,634 21,634
COOPER COS INC/THE 13,238 13,238
COSTCO WHOLESALE CORP-NEW 38,483 38,483
COUPANG LLC - A 17,078 17,078
CRA INTERNATIONAL INC 23,026 23,026
CRH PLC - ORD 14,063 14,063
CRITERO S A SPONSORED ADRS 33,626 33,626
CROWDSTRIKE HOLDINGS INC - A 18,477 18,477
CROWN HOLDINGS INC 2,481 2,481
CSX CORP 8,939 8,939
CVS HEALTH CORP 9,696 9,696
CYTOSORBENTS CORPORATION COMMON 314 314
DEERE & CO 17,372 17,372
DELTA AIRLINES INC DEL COM 14,641 14,641
DEUTSCHE TELEKOM AG SPONSORED ADR 20,985 20,985
DEVON ENERGY CORPORATION 11,783 11,783
DEXCOM INC 6,999 6,999
DIAMONDBACK ENERGY INC COM 6,717 6,717
DOLLAR TREE INC 10,267 10,267
DRAFTKINGS INC 23,250 23,250
DT MIDSTREAM INC W/I 2,585 2,585
DTE ENERGY CO 4,106 4,106
DUKE ENERGY CORPORATION HOLDING 7,219 7,219
EATON CORPORATION PLC 28,209 28,209
ECOLAB INC 5,858 5,858
ELECTRONIC ARTS 5,413 5,413
ELEMENT SOLUTIONS INC 4,476 4,476
ELEVANCE HEALTH INC 8,485 8,485
ELI LILLY & CO 57,900 57,900
ENCOMPASS HEALTH CORP 38,602 38,602
ENSIGN GROUP INC COM 22,852 22,852
ENTEGRIS INC 4,854 4,854
ENTERGY CORP 6,217 6,217
ENVIRI CORP 8,963 8,963
EOG RESOURCES INC 24,884 24,884
EQT CORP 4,749 4,749
EQUIFAX INC 6,626 6,626
EQUITY LIFESTYLE PROPERTIES INC 5,461 5,461
EQUITY RESIDENTIAL TRUST 3,229 3,229
EXP REALTY INTERNATIONAL CORPORATION 10,981 10,981
EXPERIAN GROUP LIMITED SPONSORED ADR 10,597 10,597
EXXON MOBIL CORP 34,530 34,530
FEDERAL AGRICULTURAL MORTGAGE 27,179 27,179
FEDEX CORP 7,877 7,877
FERGUSON ENTERPRISES INC 12,534 12,534
FERRARI NV COM 27,615 27,615
FIRSTENERGY CORP 4,097 4,097
FIRSTSERVICE CORP 17,378 17,378
FISERV INC 31,224 31,224
FORTUNE BRANDS HOME & SEC INC 1,845 1,845
FOUR CORNERS PROPERTY TRUST INC 4,668 4,668
FREEPORT MCMORAN COPPER & GOLD INC 6,816 6,816
FRONTIER COMMUNICATIONS PARE 4,650 4,650
GARTNER INC 10,174 10,174
GENERAL ELECTRIC CO 31,857 31,857
GENERAL MOTORS COMPANY 26,049 26,049
GLOBE LIFE INC 9,561 9,561
GOLDMAN SACHS GROUP INC 14,888 14,888
GXO LOGISTICS INC 1,697 1,697
HAEMONETICS CORP-MASS 13,430 13,430
HAIN CELESTIAL GROUP INC 4,096 4,096
HAMILTON LANE INC-CLASS A 21,615 21,615
HARMONIC INC 1,388 1,388
HCA HEALTHCARE INC 8,404 8,404
HEALTHSTREAM INC 4,229 4,229
HELIOS TECHNOLOGIES INC 5,134 5,134
HEXCEL CORP NEW 14,484 14,484
HOME BANCSHARES INC 24,480 24,480
HOME DEPOT INC 42,400 42,400
HUMANA INC-W/RTS 6,596 6,596
HUNTINGTON BANCSHARES INC 15,945 15,945
ICICI BANK LTD SPONSORED ADRT 16,304 16,304
ICON PLC ORD EURO.06 22,020 22,020
INDIE SEMICONDUCTOR INC-A 5,087 5,087
INGERSOLL-RAND INC 11,760 11,760
INNOVEX INTERNATIONAL INC 2,501 2,501
INNOVIZ TECHNOLOGIES LTD 1,720 1,720
INSPERITY INC 8,991 8,991
INTEGRA LIFE SCIENCES HOLDINGS CORP 4,604 4,604
INTERCONTINENTAL EXCHANGE GROUP INC 27,418 27,418
INTERNATIONAL BUSINESS MACHINES CORP 13,629 13,629
INTERNATIONAL GAME TECHNOLOGY PLC 21,422 21,422
INTUIT INC 20,741 20,741
INVITATION HOMES INC 3,581 3,581
IONIS PHARMACEUTICALS INC COM 3,916 3,916
IOVIA HOLDINGS INC 4,913 4,913
IPG PHOTONICS CORP 7,272 7,272
IRADIMED CORPORATION COM 8,140 8,140
ISHARES CORE MSCI EAFE ETF 1,021,098 1,021,098
ISHARES TRUST ISHARES MSCI ACQI INDEX FUND 386,693 386,693
ISHARES TRUST RUSSELL 1000 INDEX FUND 16,752 16,752
ITRON INC 9,012 9,012
JACOBS SOLUTIONS INC 6,280 6,280
JOHNSON & JOHNSON 29,647 29,647
JP MORGAN CHASE & CO 50,099 50,099
KBR INC 25,837 25,837
KEURIG DR PEPPER INC 5,814 5,814
KFORCE.COM INC 14,515 14,515
KINSALE CAPITAL GROUP INC 22,791 22,791
KKR & CO INC 23,814 23,814
KULICKE & SOFFA INDUSTRIES 16,844 16,844
KYNDRYL HOLDINGS INC 37,852 37,852
LAKELAND FINANCIAL CORP 20,903 20,903
LAM RESEARCH CORP 14,446 14,446
LANDSTAR SYSTEMS INC 17,530 17,530
LAS VEGAS SANDS CORP 11,967 11,967
LEMAITRE VASCULAR INC 29,116 29,116
LENNAR CORP CL A 6,409 6,409
LIONS GATE ENTERTAINMENT-B 11,053 11,053
LITTELFUSE INC 16,496 16,496
LOCKHEED MARTIN CORP 8,747 8,747
LONDON STK EXCHANGE GROUP A DR 8,244 8,244
LOREAL CO-ADR 8,590 8,590
LVMH MOET HENNESSY LOUIS VUITTON 10,063 10,063
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 19,357 19,357
MARTIN MARIETTTA MATERIAL INC 8,264 8,264
MASTERCARD INC 40,546 40,546
MATADOR RESOURCES COMPANY 15,415 15,415
MATCH GROUP INC 4,710 4,710
MATERION CORPORATION 17,798 17,798
MCDONALDS CORP 28,699 28,699
MCKESSON CORP 7,979 7,979
MEDTRONIC PLC COM 21,568 21,568
MEITUAN DIANPING 19,677 19,677
MERCADOLIBRE INC 22,106 22,106
MERCK & CO INC NEW 17,409 17,409
MERCURY COMPUTER SYSTEMS INC 10,542 10,542
META PLATFORMS INC CL A 28,690 28,690
METLIFE INC 7,860 7,860
MICROSOFT CORP 271,025 271,025
MITSUBISHI HEAVY INDUSTRIES 22,320 22,320
MOBILEYE GLOBAL INC-A 8,426 8,426
MOLINA HEALTHCARE INC 16,590 16,590
MONDAY.COM LTD 15,569 15,569
MONDELEZ INTERNATIONAL INC COM 9,437 9,437
MOODYS CORP 10,888 10,888
MOTOROLA SOLUTIONS INC 23,574 23,574
MSA SAFETY INC 12,930 12,930
NAPCO SECURITY SYSTEMS INC 18,918 18,918
NASDAQ STOCK MARKET INC COM 10,978 10,978
NB SHORT DURATION INCOME ETF 101,634 101,634
NESTLE SA 4,575 4,575
NETFLIX COM INC 40,109 40,109
NEUBERGER BERMAN EQUITY FDS LARGE CAP VALUE FUND INSTL CL 529,976 529,976
NEUBERGER BERMAN INCOME FDS EMRGNG MKT DEBT FD 693,579 693,579
NEUBERGER BERMAN INCOME FDS FLOATING RATE INC FD 738,817 738,817
NEUBERGER BERMAN OPT STR ETF 673,295 673,295
NEUBERGER BERMAN STRATEGIC INCOME FD 306,327 306,327
NEVENT ELECTRIC PLC 20,721 20,721
NEW JERSEY RESOURCES CORP 12,875 12,875
NEW LINDE PLC 39,355 39,355
NEXPOINT RESIDENTIAL TRUST INC 15,239 15,239
NEXSTAR MEDIA GROUP INC CLA A 18,640 18,640
NEXTERA ENERGY INC 20,647 20,647
NIKE INC-CL B 15,815 15,815
NLIGHT INC 3,105 3,105
NORFOLK SOUTHERN CORP 9,388 9,388
NORTHERN OIL AND GAS INC 21,924 21,924
NORTHWESTERN CORP NEW 12,617 12,617
NOVO NORDISK A/S 31,483 31,483
NU HOLDINGS LTD 11,230 11,230
NUCOR CORP 2,918 2,918
NVIDIA CORP 297,318 297,318
O REILLY AUTOMOTIVE INC NEW 8,301 8,301
ODP CORP/THE 4,662 4,662
ONEOK INC 5,120 5,120
ONESPAN INC 7,472 7,472
OPENLANE INC 17,261 17,261
ORACLE CORP 48,992 48,992
ORASURE TECHNOLOGIES INC 3,166 3,166
ORMAT TECHNOLOGIES INC 22,686 22,686
OSI SYSTEMS INC 13,227 13,227
PARKER HANNIFIN CORP 15,901 15,901
PATRICK INDUSTRIES INC 12,213 12,213
PATTERSON COMPANIES INC 10,616 10,616
PATTERSON-UTI ENERGY INC 3,560 3,560
PERRIGO COMPANY PLC 14,860 14,860
PG&E CORP 5,550 5,550
PHILLIPS 66 COM 5,013 5,013
PNC FINANCIAL SVCS GROUP INC 10,414 10,414
PORTLAND GENERAL ELECTRIC CO NEW 11,865 11,865
POWER INTEGRATIONS INC 20,670 20,670
PRICESMART INC 22,213 22,213
PROCTER & GAMBLE CO 40,907 40,907
PROLOGIS INC 12,790 12,790
PUBLIC SERVICE ENTERPRISE GROUP 5,745 5,745
QUAKER HOUGHTON 12,950 12,950
QUALCOMM INC 31,031 31,031
QUEST DIAGNOSTICS INC 7,845 7,845
QUIDELORTHO CORP 3,698 3,698
RADWARE LTD 6,196 6,196
RAMBUS INC 17,127 17,127
REGNERON PHARMACEUTICALS INC 7,836 7,836
REPUBLIC SERVICES INC CL A 5,633 5,633
RESIDEO TECHNOLOGIES INC 22,497 22,497
RIBBON COMMUNICATIONS INC SONUS NETWORKS INC 12,676 12,676
ROLLS ROYCE PLC 23,114 23,114
S&P GLOBAL INC COM 26,396 26,396
SAFRAN SA 26,651 26,651
SAIA INC 6,380 6,380
SALESFORCE INC 47,141 47,141
SAP AKTIENGESELLSCHAFT 29,053 29,053
SCHLUMBERGER LTD 6,940 6,940
SCHNEIDER ELECTRIC SA 17,573 17,573
SCHNEIDER NATIONAL INC-CL B 21,169 21,169
SEA LTD 30,239 30,239
SEAWORLD ENTERTAINMENT INC COM 7,473 7,473
SEMPRA ENERGY 7,105 7,105
SEMTECH CORP 10,020 10,020
SENSATA TECHNOLOGIES HOLDINGS PLC 12,083 12,083
SERVICENOW INC COM 40,285 40,285
SHELL PLC 11,966 11,966
SHERWIN WILLIAMS CO 7,818 7,818
SHOE CARNIVAL INC 17,202 17,202
SHUTTERSTOCK INC COM 12,808 12,808
SIEMENS ENERGY AG 19,769 19,769
SMARTSHEET INC- CLASS A 2,914 2,914
SOHO HOUSE & CO INC 3,092 3,092
SONY GROUP CORP 9,416 9,416
SPOTIFY TECHNOLOGY SA 26,843 26,843
STANDARD BIOTOOLS INC 2,034 2,034
STANDEX INTERNATIONAL CORP 16,829 16,829
STARWOOD PROPERTY TRUST INC 4,150 4,150
STEEL DYNAMICS INC 3,308 3,308
STERIS PLC 15,211 15,211
STRATASYS LTD 9,637 9,637
SYNOPSYS INC 14,561 14,561
T MOBILE US INC 28,253 28,253
TAIWAN SEMICONDUCTOR MFG 52,335 52,335
TALEN ENERGY CORP 1,813 1,813
TANGER INC 6,826 6,826
TARGA RESOURCES CORP 3,392 3,392
TECHNIPFMC PLC 19,129 19,129
TELEDYNE TECHNOLOGIES INC 8,354 8,354
TEMPURPEDIC INTERNATIONAL INC 12,302 12,302
TERRENO REALTY CORPORATION 18,688 18,688
TETRA TECH IN NEW 15,976 15,976
TETRA TECHNOLOGIES INC-DEL 7,429 7,429
TEXAS CAPITAL BANCSHARES INC 17,908 17,908
TEXAS INSTRUMENTS INC 20,064 20,064
THERMO FISHER SCIENTIFIC INC 30,694 30,694
TJX COMPANIES INC NEW 26,216 26,216
TKO GROUP HOLDINGS INC 11,227 11,227
TOLL BROTHERS INC 2,015 2,015
TRADEWEB MARKETS INC 4,582 4,582
TRAIN TECHNOLOGIES PLC 15,513 15,513
TRANSDIGM GROUP INC 29,147 29,147
TRANSUNION COM 16,039 16,039
TRAVEL - LEISURE CO 19,020 19,020
TREEHOUSE FOODS INC 10,153 10,153
UBER TECHNOLOGIES INC 40,776 40,776
UBS GROUP A G SHS 15,918 15,918
UFP INDUSTRIES INC 14,982 14,982
UGI CORP HOLDING CO 1,778 1,778
UIPATH INC - CLASS A 7,296 7,296
ULTA BEAUTY INC 17,397 17,397
UMH PROPERTIES INC 23,147 23,147
UNDER ARMOR INC CLAS C 6,490 6,490
UNIFIRST CORP - MA SS 17,964 17,964
UNILEVER PLC 19,562 19,562
UNISYS CORPORATION 7,457 7,457
UNITED RENTALS INC 14,089 14,089
UNIVERSAL DISPLAY CORP 14,474 14,474
UNUM GROUP 32,279 32,279
US PHYSICAL THERAPY INC 17,210 17,210
UTZ BRANDS INC 24,915 24,915
VALMONT INDUSTRIES INC 18,707 18,707
VAREX IMAGING CORP 4,319 4,319
VARONIC SYSTEMS INC 4,665 4,665
VEECO INSTRUMENTS INC-DEL 21,172 21,172
VENTAS INC 6,890 6,890
VERINT SYSTEMS INC 8,427 8,427
VERISK ANALYTICS INC CL A 6,335 6,335
VERTEX PHARMACEUTICALS INC 12,886 12,886
VIASAT INC 10,110 10,110
VIAVI SOLUTIONS INC COM 6,525 6,525
VISA INC CL A 61,312 61,312
VISTRA CORP 20,267 20,267
WARBY PARKER INC - CLASS A 5,423 5,423
WASTE CONNECTIONS INC 20,761 20,761
WAYSTAR HOLDING CORP 5,468 5,468
WELLS FARGO & CO-NEW 36,455 36,455
WEYERHAEUSER CO 2,224 2,224
WHIRLPOOL CORP 7,441 7,441
WILLIAMS COMPANIES INC 5,304 5,304
WINGSTOP INC COM 16,484 16,484
WINMARK CORP 9,434 9,434
WIX.COM LTD 18,880 18,880
WOLFSPEED INC 4,249 4,249
WYNDHAM HOTELS & RESORTS INC 18,041 18,041
XPERI INC 6,563 6,563
ZIMMER BIOMET HOLDGS INC 14,471 14,471
ZIMVIE INC 3,669 3,669

TY 2024 InvestmentsGovtObligationsSch
Name:
THE SMITH-KETTLEWELL EYE RESEARCH
 
INSTITUTE
EIN:
94-6127237
US Government Securities - End of Year Book Value:

854,276
US Government Securities - End of Year Fair Market Value:

854,276
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 LandEtcSchedule2
Name:
THE SMITH-KETTLEWELL EYE RESEARCH
 
INSTITUTE
EIN:
94-6127237
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND 1,154,889 0 1,154,889 1,154,889
BUILDING 11,157,866 9,884,022 1,273,844 1,273,844
EQUIPMENT & FURNITURE 6,137,947 5,915,216 222,731 222,731


TY 2024 LegalFeesSchedule
Name:
THE SMITH-KETTLEWELL EYE RESEARCH
 
INSTITUTE
EIN:
94-6127237
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 41,511 0 0 41,511


TY 2024 OtherExpensesSchedule
Name:
THE SMITH-KETTLEWELL EYE RESEARCH
 
INSTITUTE
EIN:
94-6127237
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRAINEE STIPENDS 272,729 0 0 272,729
OFFICE EXPENSE 213,352 0 0 213,352
INSURANCE 103,757 0 0 103,757
OTHER EXPENSE 5,030 0 0 5,030
DUES AND SUBSCRIPTIONS 46,857 0 0 46,857
REPAIRS AND MAINTENANCE 130,495 0 0 130,495


TY 2024 OtherIncomeSchedule2
Name:
THE SMITH-KETTLEWELL EYE RESEARCH
 
INSTITUTE
EIN:
94-6127237
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CONFERENCE, SYMPOSIUM, LECTURE 11,073   11,073


TY 2024 OtherIncreasesSchedule
Name:
THE SMITH-KETTLEWELL EYE RESEARCH
 
INSTITUTE
EIN:
94-6127237
Description Amount
UNREALIZED GAINS ON INVESTMENT 1,021,393


TY 2024 OtherLiabilitiesSchedule
Name:
THE SMITH-KETTLEWELL EYE RESEARCH
 
INSTITUTE
EIN:
94-6127237
Description Beginning of Year - Book Value End of Year - Book Value
SALES AND USE TAX LIABILITY 210 0


TY 2024 OtherProfessionalFeesSchedule
Name:
THE SMITH-KETTLEWELL EYE RESEARCH
 
INSTITUTE
EIN:
94-6127237
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTANTS/COLLABORATORS 681,053 0 0 681,053
INVESTMENT MANAGEMENT FEES 97,904 97,904 97,904 0
OTHER PROFESSIONAL SERVICES 44,253 0 0 44,253
CONSORTIUM/CONTRACTUAL COST 305,886 0 0 305,886