AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC (EIN 43-0768182)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202601359349305880
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T10:41:32-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 393647910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430768182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF OPTOMETRY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3213194870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 S SEMORAN BLVD 120 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32792 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRISH SHOMION | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 3213194870 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRISH SHOMION | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 S SEMORAN BLVD 120 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32792 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,232,129 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AAOPT.ORG/ABOUT-US/FOUNDATION/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO DEVELOP AND PROVIDE FINANCIAL SUPPORT FOR OPTOMETRIC RESEARCH AND EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,501,929 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,845,781 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $341,359 | PYInvestmentIncomeAmt |
| CY Investment Income | $596,462 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,843,288 | PYTotalRevenueAmt |
| CY Total Revenue | $3,442,243 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $861,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $751,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $293,464 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $160,661 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $104,413 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $283,663 | PYOtherExpensesAmt |
| CY Other Expenses | $237,702 | CYOtherExpensesAmt |
| PY Total Expenses | $1,438,377 | PYTotalExpensesAmt |
| CY Total Expenses | $1,149,363 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $404,911 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,292,880 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,951,028 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,244,822 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $672,201 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $288,917 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,278,827 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,955,905 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO DEVELOP AND PROVIDE FINANCIAL SUPPORT FOR OPTOMETRIC RESEARCH AND EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $902,857 | ExpenseAmt |
| Grant | $751,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE AMERICAN ACADEMY OF OPTOMETRY FOUNDATION, INC. (FOUNDATION) PROMOTES THE ADVANCEMENT OF VISION SCIENCE BY PROVIDING FELLOWSHIPS, SCHOLARSHIPS, AND RESEARCH GRANTS TO OUTSTANDING GRADUATE STUDENTS OF OPTOMETRY AND VISION SCIENCE, AND THROUGH PUBLICATIONS, THE ACADEMY NEWSLETTER, AND WEBSITE. | Desc |
| Total Program Service Expenses | $902,857 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 125 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD JONES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3213194870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 S SEMORAN BLVD SUITE 120 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32792 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| VALERIE SHARPE | |||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LORETTA SZCZOTKA-FLYNN | |||||||
| PRESIDENT-ELECT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KERRY GIEDD | |||||||
| SECRETARY/TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RACHEL COULTER | |||||||
| IMMEDIATE PAST PRES. | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WENDY HARRISON | |||||||
| IMMEDIATE PAST PRES. (THRU 10/24) | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHERRY DAY | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| APRIL JASPER | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| EVAN KAPLAN | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| A MIKA MOY | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE SATTLER | |||||||
| BOARD MEMBER (THRU 10/24) | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDSAY SICKS | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DANNE VENTURA | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILLIP YUHAS | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| TRISH SHOMION | |||||||
| CHIEF EXECUTIVE OFFICER | 15.00 | Yes (X) | $0 | $253,930 | $27,582 | 25.00 | |
| RICHARD JONES | |||||||
| CHIEF FINANCIAL OFFICER | 14.00 | Yes (X) | $0 | $185,107 | $27,463 | 26.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $439,037 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $55,045 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,700 | RelatedOrganizationsAmt |
| All Other Contributions | $2,843,081 | AllOtherContributionsAmt |
| Total Contributions | $2,845,781 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $365,147 | TotalRevenueColumnAmt |
| Exclusion | $365,147 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,021,201 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $789,886 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $231,315 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $231,315 | TotalRevenueColumnAmt |
| Exclusion | $231,315 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,442,243 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $596,462 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,000 | TotalAmt |
| Program Services | $490,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,500 | TotalAmt |
| Program Services | $196,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,500 | TotalAmt |
| Program Services | $64,500 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,292 | TotalAmt |
| Program Services | $70,333 | ProgramServicesAmt |
| Management And General | $21,250 | ManagementAndGeneralAmt |
| Fundraising | $34,709 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,369 | TotalAmt |
| Program Services | $19,140 | ProgramServicesAmt |
| Management And General | $5,783 | ManagementAndGeneralAmt |
| Fundraising | $9,446 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,902 | TotalAmt |
| Management And General | $10,902 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,439 | TotalAmt |
| Management And General | $22,439 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,306 | TotalAmt |
| Management And General | $38,306 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,036 | TotalAmt |
| Program Services | $4,938 | ProgramServicesAmt |
| Management And General | $1,250 | ManagementAndGeneralAmt |
| Fundraising | $5,848 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,651 | TotalAmt |
| Program Services | $2,034 | ProgramServicesAmt |
| Management And General | $614 | ManagementAndGeneralAmt |
| Fundraising | $1,003 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,655 | TotalAmt |
| Program Services | $39,127 | ProgramServicesAmt |
| Management And General | $580 | ManagementAndGeneralAmt |
| Fundraising | $948 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,527 | TotalAmt |
| Management And General | $17,180 | ManagementAndGeneralAmt |
| Fundraising | $1,347 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,894 | TotalAmt |
| Program Services | $11,319 | ProgramServicesAmt |
| Management And General | $6,463 | ManagementAndGeneralAmt |
| Fundraising | $51,112 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $17,326 | $17,326 | |
| SPEAKERS | $4,621 | $4,621 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345 | TotalAmt |
| Program Services | $345 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,149,363 | TotalAmt |
| Program Services | $902,857 | ProgramServicesAmt |
| Management And General | $142,093 | ManagementAndGeneralAmt |
| Fundraising | $104,413 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $841,027 | BOYAmt |
| EOY | $2,412,445 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,140 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $712,308 | BOYAmt |
| EOY | $886,276 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,975 | BOYAmt |
| EOY | $4,125 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,986,482 | BOYAmt |
| EOY | $9,941,976 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,096 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,951,028 | BOYAmt |
| EOY | $13,244,822 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,376 | BOYAmt |
| EOY | $26,800 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,750 | BOYAmt |
| EOY | $253,750 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611,075 | BOYAmt |
| EOY | $8,367 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $672,201 | BOYAmt |
| EOY | $288,917 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,309,506 | BOYAmt |
| EOY | $2,618,531 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,969,321 | BOYAmt |
| EOY | $10,337,374 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,278,827 | BOYAmt |
| EOY | $12,955,905 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,951,028 | BOYAmt |
| EOY | $13,244,822 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,292,880 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $384,198 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,021,037 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,094,842 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,513,320 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,501,929 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,845,781 | CurrentTaxYearAmt |
| Total | $7,976,909 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,021,037 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,094,842 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,513,320 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,501,929 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,845,781 | CurrentTaxYearAmt |
| Total | $7,976,909 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,059,425 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,917,484 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $265,464 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $372,320 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $218,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $292,337 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $365,147 | CurrentTaxYearAmt |
| Total | $1,513,896 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,490,805 | TotalSupportAmt |
| Public Support CY170 | 0.30740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.35780 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $601,632 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $24,497 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,375 | GrantsOrScholarshipsAmt |
| End Year Balance | $616,754 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $576,498 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $30,059 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,925 | GrantsOrScholarshipsAmt |
| End Year Balance | $601,632 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $558,213 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,785 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $576,498 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $609,917 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $38,204 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $558,213 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $565,460 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $57,207 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,750 | GrantsOrScholarshipsAmt |
| End Year Balance | $609,917 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.48701 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.34287 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17012 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AAOF | Desc |
| Amt | $8,367 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,367 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,095,596 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $384,198 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $307,461 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $691,659 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,403,937 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $38,306 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $38,306 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,442,243 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,418,518 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $307,461 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $307,461 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,111,057 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $38,306 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $38,306 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,149,363 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION HAS MANY SEPARATE FUNDS, SOME OF WHICH ARE ENDOWED. ALL FUNDS ARE ESTABLISHED FOR DIRECT FINANCIAL SUPPORT (AWARDS, GRANTS, AND ASSISTANCE) TOWARDS RESEARCH AND EDUCATION. |
| PART X, LINE 2: | MANAGEMENT HAS REVIEWED TAX POSITIONS TAKEN IN FILINGS WITH FEDERAL AND STATE JURISDICTIONS AND BELIEVES THOSE POSITIONS WOULD BE SUSTAINED SHOULD THE FILINGS BE EXAMINED BY THE RELEVANT TAXING AUTHORITY. OPEN PERIODS SUBJECT TO AUDIT FOR FEDERAL PURPOSES ARE GENERALLY THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. MANAGEMENT DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 AND 2024. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTMAKING | $10,250 |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | $25,750 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $25,500 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $64,500 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $64,500 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CANADA | RegionTxt |
| Purpose Of Grant | FELLOWSHIP AWARD | PurposeOfGrantTxt |
| Cash Grant | $11,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| FELLOWSHIP AWARDS | EUROPE (INCLUDING ICELAND & GREENLAND) | 3 | $10,250 | WIRE |
| FELLOWSHIP AWARDS | NORTH AMERICA | 10 | $25,750 | WIRE |
| FELLOWSHIP AWARDS | EAST ASIA AND THE PACIFIC | 12 | $25,500 | WIRE |
| FELLOWSHIP AWARDS | SUB-SAHARAN AFRICA | 2 | $3,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RESEARCH GRANTS: GRANTS ARE ALWAYS AWARDED TO AN "OVERSEEING" INSTITUTION (USUALLY A COLLEGE, MEDICAL ORG, OR RESEARCH INSTITUTION) AND NOT DIRECTLY TO THE PERSON. ALSO, THE INSTITUTION MUST SIGN A CONTRACT AFFIRMING THEIR INTENT, AND THE INDIVIDUAL MUST PROVIDE POST-GRANT REPORTS UPON REQUEST. SCHOLARSHIPS/FELLOWSHIPS: THESE ARE ONLY AWARDED TO STUDENTS AT ELIGIBLE UNIVERSITIES, AND WE MAINTAIN RELATIONSHIPS WITH EACH OF THOSE UNIVERSITIES TO ENSURE COMPLIANCE. APPLICANTS MUST ALSO AGREE TO THE TERMS WHEN APPLYING. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (25 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||||
| 1720 2ND AVENUE SOUTH - 801 | FINANCIAL SERVICES BLDG BOX 16 | BIRMINGHAM | AL | 35233 | 636005396 | 501(C)(3) | $25,000 | $0 | EDUCATIONAL SCHOLARSHIP |
| INDIANA UNIVERSITY SCHOOL OF OPTOMETRY | |||||||||
| ATTN KRISTY DUNLAP - 800 EAST | ATWATER AVENUE | BLOOMINGTON | IN | 47405 | 356002673 | 501(C)(3) | $12,500 | $0 | EDUCATIONAL SCHOLARSHIP |
| SUNY STATE COLLEGE OF OPTOMETRY NEW YORK | |||||||||
| ATTN ERIN ANGAROLA - 33 WEST 42ND | STREET | NEW YORK | NY | 10036 | 146013200 | 501(C)(3) | $11,000 | $0 | EDUCATIONAL SCHOLARSHIP |
| STANFORD UNIVERSITY | |||||||||
| 485 BROADWAY - MAIL CODE 8838 | REDWOOD CITY | CA | 94063 | 941156365 | 501(C)(3) | $10,000 | $0 | EDUCATIONAL SCHOLARSHIP | |
| UNIVERSITY OF CALIFORNIA - BERKELEY SCHOOL OF OPTOMETRY | |||||||||
| ATTN SANDHYA ANDREWS - 380 MINOR | LANE | BERKELEY | CA | 94720 | 940002123 | 501(C)(3) | $10,000 | $0 | EDUCATIONAL SCHOLARSHIP |
| THE OHIO STATE UNIVERSITY COLLEGE OF OPTOMETRY | |||||||||
| ATTN JENNIFER BENNETT ASSISTANT | DEAN OF STUDENT SERVICES - 338 WEST | COLUMBUS | OH | 43210 | 316025986 | 501(C)(3) | $9,500 | $0 | EDUCATIONAL SCHOLARSHIP |
| ILLINOIS COLLEGE OF OPTOMETRY | |||||||||
| ATTN RUBY DELGADO - 3241 S MICHIGAN | AVE | CHICAGO | IL | 60616 | 362310478 | 501(C)(3) | $9,000 | $0 | EDUCATIONAL SCHOLARSHIP |
| UNIVERSITY OF PIKEVILLE | |||||||||
| 147 SYCAMORE STREET | PIKEVILLE | KY | 41501 | 610444788 | 501(C)(3) | $9,000 | $0 | EDUCATIONAL SCHOLARSHIP | |
| NEW ENGLAND COLLEGE OF OPTOMETRY | |||||||||
| ATTN ESTHER BANDOO-GOMES - 424 | BEACON STREET | BOSTON | MA | 02115 | 041591060 | 501(C)(3) | $8,250 | $0 | EDUCATIONAL SCHOLARSHIP |
| MARSHALL B KETCHUM UNIVERSITY | |||||||||
| ATTN JOAN RUBIO - 2575 YORBA LINDA | BLVD | FULLERTON | CA | 92831 | 951644593 | 501(C)(3) | $8,000 | $0 | EDUCATIONAL SCHOLARSHIP |
| MASSACHUSETTS COLLEGE OF PHARMACY AND HEALTH SCIENCES | |||||||||
| 10 LINCOLN SQUARE | WORCHESTER | MA | 01608 | 042104700 | 501(C)(3) | $8,000 | $0 | EDUCATIONAL SCHOLARSHIP | |
| MICHIGAN COLLEGE OF OPTOMETRY | |||||||||
| 1124 SOUTH STATE STREET | BIG RAPIDS | MI | 49307 | 386005159 | 501(C)(3) | $8,000 | $0 | EDUCATIONAL SCHOLARSHIP | |
| MIDWESTERN UNIVERSITY ARIZONA COLLEGE OF OPTOMETRY | |||||||||
| ATTN GRACE LIAO - 5865 W UTOPIA | ROAD | GLENDALE | AZ | 85308 | 363377698 | 501(C)(3) | $8,000 | $0 | EDUCATIONAL SCHOLARSHIP |
| NORTHEASTERN STATE UNIVERSITY | |||||||||
| ATTN MINDY LATTY - 1001 NORTH GRAND | AVENUE | TAHLEQUAH | OK | 74464 | 911898417 | 501(C)(3) | $8,000 | $0 | EDUCATIONAL SCHOLARSHIP |
| NOVA SOUTHEASTERN COLLEGE OF OPTOMETRY | |||||||||
| 3300 S UNIVERSITY DRIVE - TERRY | BUILDING 1402 | FORT LAUDERDALE | FL | 33328 | 591083502 | 501(C)(3) | $8,000 | $0 | EDUCATIONAL SCHOLARSHIP |
| PACIFIC UNIVERSITY - COLLEGE OF OPTOMETRY | |||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | 930386892 | 501(C)(3) | $8,000 | $0 | EDUCATIONAL SCHOLARSHIP | |
| SOUTHERN COLLEGE OF OPTOMETRY | |||||||||
| ATTN LAUREN TROWBRIDGE - 1245 | MADISON AVENUE | MEMPHIS | TN | 38104 | 620548917 | 501(C)(3) | $8,000 | $0 | EDUCATIONAL SCHOLARSHIP |
| UNIVERSITY OF ALABAMA - BIRMINGHAM SCHOOL OF OPTOMETRY | |||||||||
| ATTN CANDICE TURNER - 1716 | UNIVERSITY BOULEVARD HPB - 520 | BIRMINGHAM | AL | 35124 | 636005396 | 501(C)(3) | $8,000 | $0 | EDUCATIONAL SCHOLARSHIP |
| UNIVERSITY OF MISSOURI - STLOUIS COLLEGE OF OPTOMETRY | |||||||||
| ONE UNIVERSITY BOULEVARD - | OPTOMETRY 331MH | ST LOUIS | MO | 63121 | 436003859 | 501(C)(3) | $8,000 | $0 | EDUCATIONAL SCHOLARSHIP |
| CHICAGO COLLEGE OF OPTOMETRY AT MIDWESTERN UNIVERSITY | |||||||||
| 555 31ST STREET - WHITE OAK HALL | SUITE 306-K | DOWNERS GROVE | IL | 60515 | 363377698 | 501(C)(3) | $7,000 | $0 | EDUCATIONAL SCHOLARSHIP |
| PENNSYLVANIA COLLEGE OF OPTOMETRY AT SALUS UNIVERSITY | |||||||||
| 8360 OLD YORK ROAD | ELKINS PARK | PA | 19027 | 231413680 | 501(C)(3) | $7,000 | $0 | EDUCATIONAL SCHOLARSHIP | |
| UNIVERSITY OF HOUSTON COLLEGE OF OPTOMETRY | |||||||||
| ATTN SCHOLARSHIPS FINANCIAL AID | ACCOUNTING TEAM - PO BOX 1426 | HOUSTON | TX | 772511426 | 746001399 | 501(C)(3) | $7,000 | $0 | EDUCATIONAL SCHOLARSHIP |
| INTER AMERICAN UNIVERSITY OF PUERTO RICO SCHOOL OF OPTOMETRY | |||||||||
| ATTN DR IRIS CABELLO RIVAS STUDENT | SERVICES OFFICE - 500 JOHN WILL HAR | BAYAMON | PR | 009576257 | 660177776 | 501(C)(3) | $6,500 | $0 | EDUCATIONAL SCHOLARSHIP |
| UNIVERSITY OF THE INCARNATE WORD | |||||||||
| ATTN ASHLEIGH YATES - 9725 | DATAPOINT DRIVE | SAN ANTONIO | TX | 78209 | 741109661 | 501(C)(3) | $6,500 | $0 | EDUCATIONAL SCHOLARSHIP |
| WESTERN UNIVERSITY OF HEALTH SCIENCES | |||||||||
| ATTN LORI REES - 701 E SECOND | STREET | POMONA | CA | 91766 | 953127273 | 501(C)(3) | $6,500 | $0 | EDUCATIONAL SCHOLARSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 25 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| TRAVEL FELLOWSHIP | 111 | $84,000 |
| COLLEGE FELLOWSHIP | 19 | $110,000 |
| ACHIEVEMENT AWARD | 1 | $2,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RESEARCH GRANTS: GRANTS ARE ALWAYS AWARDED TO AN "OVERSEEING" INSTITUTION (USUALLY A COLLEGE, MEDICAL ORG, OR RESEARCH INSTITUTION) AND NOT DIRECTLY TO THE PERSON. ALSO, THE INSTITUTION MUST SIGN A CONTRACT AFFIRMING THEIR INTENT, AND THE INDIVIDUAL MUST PROVIDE POST-GRANT REPORTS UPON REQUEST. SCHOLARSHIPS/FELLOWSHIPS: THESE ARE ONLY AWARDED TO STUDENTS AT ELIGIBLE UNIVERSITIES, AND WE MAINTAIN RELATIONSHIPS WITH EACH OF THOSE UNIVERSITIES TO ENSURE COMPLIANCE. APPLICANTS MUST ALSO AGREE TO THE TERMS WHEN APPLYING. TRAVEL AWARDS: TRAVEL AWARDS ARE ONLY DISTRIBUTED AFTER THE TRAVEL HAS OCCURRED. FOR EXAMPLE, OUR ANNUAL MEETING TRAVEL AWARDS ARE PAID AFTER THE MEETING ONCE ATTENDANCE HAS BEEN CONFIRMED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRISH SHOMION | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $0 | $253,930 | $0 | $0 | $0 | $0 | $0 | $15,296 | $0 | $12,286 | $0 | $281,512 | $0 | $0 |
| RICHARD JONES | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $185,107 | $0 | $0 | $0 | $0 | $0 | $14,820 | $0 | $12,643 | $0 | $212,570 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE AMERICAN CONDUCTED ANNUALLY USING A 360-DEGREE EVALUATION BY STAFF, COMMITTEES AND RECOMMENDATION TO THE BOARD, TAKING INTO ACCOUNT A REVIEW OF COMPARABLE THE MANAGEMENT COMMITTEE'S RECOMMENDATION. THE DECISION APPROVAL IS ACADEMY OF OPTOMETRY, A RELATED ORGANIZATION. A PERFORMANCE EVALUATION IS SECTION OFFICERS, AS WELL AS THE BOARD. THE MANAGEMENT COMMITTEE MAKES A SALARIES PROVIDED IN SALARY SURVEYS OF NOT-FOR-PROFITS. THE BOARD REVIEWS DOCUMENTED IN THE MINUTES AND IN THE CHIEF EXECUTIVE OFFICER CONTRACT. THIS PROCESS LAST OCCURRED IN 2025. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE AMERICAN ACADEMY OF OPTOMETRY BOARD OF DIRECTORS APPOINTS THE FOUNDATION BOARD MEMBERS FOR TWO-YEAR TERMS AND DESIGNATES A MEMBER OF ITS BOARD OF DIRECTORS AS LIAISON TO THE FOUNDATION BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO BEING FILED, THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND PRESENTED TO THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION FOLLOWS THE CONFLICT OF INTEREST POLICY OF THE AMERICAN ACADEMY OF OPTOMETRY. WHEN ANY INTEREST ON THE PART OF THE BOARD OF DIRECTORS MEMBER, COMMITTEE MEMBER OR SECTION OFFICER, OR THE EXECUTIVE DIRECTOR, OR OTHER STAFF MEMBER, OR A MEMBER OF THEIR IMMEDIATE FAMILY, POSES A CONFLICT OR AN APPEARANCE OF A CONFLICT WITH THE INDIVIDUAL'S AAO RESPONSIBILITIES, THE BOARD MEMBER, COMMITTEE MEMBER OR SECTION OFFICER, OR EXECUTIVE DIRECTOR WILL: PROMPTLY CALL THE CONFLICT OR APPEARANCE OF THE CONFLICT TO THE ATTENTION OF THE BOARD MEMBERS WHO ARE PARTICIPATING IN OR VOTING ON THE ISSUE WITH POSES THE POSSIBLE CONFLICT AND ABSTAIN FROM PARTICIPATION IN OR VOTING ON THE ISSUE. THE OFFICIAL MINUTES OF ANY MEETING AT WHICH A DISCLOSURE OF CONFLICT WAS MADE WILL NOTE THAT FACT AND THAT THE BOARD MEMBER, COMMITTEE OR SECTION OFFICER, OR EXECUTIVE DIRECTOR ABSTAINED FROM ANY PARTICIPATION IN THE ISSUE. EACH MEMBER OF THE BOARD OF DOCTORS, COMMITTEE MEMBER AND SECTION OFFICERS, AND THE ACADEMY STAFF WILL COMPLETE AND RETURN A CONFIDENTIAL "CONFLICT OF INTEREST DISCLOSURE FORM" TO THE ACADEMY OFFICE ANNUALLY, WHERE IT WAS MAINTAINED IN A CONFIDENTIAL FILE AVAILABLE FOR REVIEW ONLY IF A CHALLENGE IS RAISED. |
| FORM 990, PART VI, SECTION B, LINE 15 | KEY EMPLOYEE SALARY IS DETERMINED BY THE AMERICAN ACADEMY OF OPTOMETRY, A RELATED ORGANIZATION. A PERFORMANCE EVALUATION IS CONDUCTED ANNUALLY WITH THE CHIEF EXECUTIVE OFFICER. THE CHIEF EXECUTIVE OFFICER THEN MAKES A SALARY DETERMINATION, TAKING INTO ACCOUNT EMPLOYEE PERFORMANCE AND RELEVANT MARKET DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF OPTOMETRY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 S SEMORAN BLVD SUITE 120 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32792 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411227642 | EIN |
| Primary Activities | OPTOMETRIC RESEARCH & SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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