Civic Intelligence

American Optical Foundation

990PF • Fiscal year 2021 • EIN 04-6028058

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 28, 2022

80 Optical Drive Suite 2Southbridge, MA 01550

(508) 765-7085

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

89th percentile

65%

Higher net margin than 89% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

55th percentile

9.0%

Faster asset growth than 55% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

67%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,478,975

Up $121,521 (+9.0%) from 2020

Net Assets

Up

$1,478,975

Up $121,521 (+9.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$239,829

Up $96,000 (+67%) from 2020

Expenses

Down

$83,557

Down $14,462 (-15%) from 2020

Net Income

Up

$156,272

Up $110,462 (+241%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,125,990Liabilities 2011: $02011Assets 2012: $1,190,287Liabilities 2012: $02012Assets 2013: $1,362,063Liabilities 2013: $02013Assets 2014: $1,353,366Liabilities 2014: $02014Assets 2015: $1,233,790Liabilities 2015: $02015Assets 2016: $1,156,138Liabilities 2016: $0Net Assets 2016: $1,156,1382016Assets 2017: $1,271,751Liabilities 2017: $0Net Assets 2017: $1,271,7512017Assets 2018: $1,096,565Liabilities 2018: $0Net Assets 2018: $1,096,5652018Assets 2019: $1,198,787Liabilities 2019: $0Net Assets 2019: $1,198,7872019Assets 2020: $1,357,454Liabilities 2020: $0Net Assets 2020: $1,357,4542020Assets 2021: $1,478,975Liabilities 2021: $0Net Assets 2021: $1,478,9752021Assets 2022: $1,120,780Liabilities 2022: $0Net Assets 2022: $1,120,7802022Assets 2023: $1,272,358Liabilities 2023: $0Net Assets 2023: $1,272,3582023Assets 2024: $1,388,184Liabilities 2024: $0Net Assets 2024: $1,388,1842024

Highlighted filing

2021

Assets$1,478,975
Liabilities$0
Net Assets$1,478,975

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $18,848Expenses 2011: $89,490Net Income 2011: -$70,6422011Revenue 2012: $22,141Expenses 2012: $89,673Net Income 2012: -$67,5322012Revenue 2013: $104,243Expenses 2013: $107,826Net Income 2013: -$3,5832013Revenue 2014: $136,027Expenses 2014: $98,643Net Income 2014: $37,3842014Revenue 2015: $156,317Expenses 2015: $132,117Net Income 2015: $24,2002015Revenue 2016: $38,321Expenses 2016: $123,407Net Income 2016: -$85,0862016Revenue 2017: $117,282Expenses 2017: $117,128Net Income 2017: $1542017Revenue 2018: $147,693Expenses 2018: $112,967Net Income 2018: $34,7262018Revenue 2019: $117,682Expenses 2019: $125,022Net Income 2019: -$7,3402019Revenue 2020: $143,829Expenses 2020: $98,019Net Income 2020: $45,8102020Revenue 2021: $239,829Expenses 2021: $83,557Net Income 2021: $156,2722021Revenue 2022: $197,950Expenses 2022: $95,095Net Income 2022: $102,8552022Revenue 2023: -$10,069Expenses 2023: $74,657Net Income 2023: -$84,7262023Revenue 2024: $123,551Expenses 2024: $81,098Net Income 2024: $42,4532024

Highlighted filing

2021

Revenue$239,829
Expenses$83,557
Net Income$156,272
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 28, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY BRIDGMANTrustee-$0--
JOHN VAN DYKETrustee-$0--
ALLEN SKOTTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
American Optical Foundation
EIN
04-6028058
Phone
5087657085
Address
80 OPTICAL DRIVE SUITE 2, SOUTHBRIDGE, MA 01550

Signing Officer

Name
Gary Bridgman
Title
Trustee
Signed
2022-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Bisceglia Steiman & Fudeman Llp
Address
339 MAIN STREET SUITE 110, WORCESTER, MA 01608
Preparer
Harold L Hough CPA
Phone
5087992491
Raw XML Appendix286 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02175
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt045318
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0194511
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0239829
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0239829
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02175
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt045515
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0194511
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt063850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt063850
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt045318
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt045318
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt045318
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0156272
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0260379
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0194511
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0222419
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0197
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt013687
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt013687
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03723
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt045515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt063850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017410
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt083557
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0239829
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0239829
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017410
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt064689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt024463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1169851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt024463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1169851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt089152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1169851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0L/T - SCHEDULE AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DISTRIBUTIONS - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2137.729 SHS PACE HIGH YIELD INV.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0194511
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0197
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0156272
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt034751
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01513726
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01357454
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01478975
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt066755
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt066755
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt066755
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt069847
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03092
IRS990PF/DistributableAmountGrp/TotalTaxAmt03092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01252
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01840
IRS990PF/FMVAssetsEOYAmt01478975
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0108866
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt038995
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt038995
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01357454
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01478975
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01248588
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01439980
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01439980
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01357454
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01478975
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01478975
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01357454
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01478975
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01357454
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01478975
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01418215
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt073931
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01344284
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021273
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt069847
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01396942
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01418215
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GARY BRIDGMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN VAN DYKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALLEN SKOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt080 OPTICAL DRIVE SUITE 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1JOHN VAN DYKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2ALLEN SKOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SOUTHBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DARIEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FAIRFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206824
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt063850
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt063850
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt080 OPTICAL DRIVE SUITE 2
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTHBRIDGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0015502583
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0AMERICAN OPTICAL FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum05087659711
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CHARITABLE ACTIVITIES ARE LIMITED TO THE SELECTION OF ORGANIZATIONS AND INDIVIDUALS FOR DONATIONS OR SCHOLARSHIPS/EDUCATIONAL AWARDS. EXPENSES ARE MINIMAL.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0TWO LETTERS OF RECOMMENDATION; TRANSCRIPTS; FORMAL LETTER OF APPLICATION; SAT SCORES; ESSAY ON CAREER OBJECTIVE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GARY BRIDGMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05087657085
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt014 MECHANIC STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SOUTHBRIDGE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001550
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHILDREN OF AMERICAN OPTICAL EMPLOYEES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 25TH ANNUALLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt051500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE DONATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101550
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt063850
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt063850
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt066755
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02905
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027540
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt053615
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt037187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt043947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt051387
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02905
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt048482
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0162289
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027540
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt053615
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt037187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt043947
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063850
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0210771
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0213676
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MASSACHUSETTS PC FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt187
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013687
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013687
TaxesSchedule/TaxesDetail/Amt03723
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX ON INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03723
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY BRIDGMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN OPTICAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0046028058
ReturnHeader/Filer/PhoneNum05087657085
ReturnHeader/Filer/USAddress/AddressLine1Txt080 OPTICAL DRIVE SUITE 2
ReturnHeader/Filer/USAddress/CityNm0SOUTHBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001550
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043338777
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BISCEGLIA STEIMAN & FUDEMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0339 MAIN STREET SUITE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087992491
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HAROLD L HOUGH CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-02-28T13:18:04-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRIDGMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.12$0.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.01$0.07$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.20$0.10$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.24$0.08$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.14$0.10$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.12$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.15$0.11$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.12$0.12$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.12$0.09
2015Summary only. Only limited summary data is available for this year.$1.23$0.00$0.16$0.13$0.02
2014Summary only. Only limited summary data is available for this year.$1.35$0.00$0.14$0.10$0.04
2013Summary only. Only limited summary data is available for this year.$1.36$0.00$0.10$0.11$0.00
2012Summary only. Only limited summary data is available for this year.$1.19$0.00$0.02$0.09$0.07
2011Summary only. Only limited summary data is available for this year.$1.13$0.00$0.02$0.09$0.07