Optio Caritas Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MCHENRY, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $414K in total assets. In 2024, it awarded 15 grants totaling $24K. Net investment income was $11K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$414K
-2.9% YoY
Annual Giving
$24K
-26.8% YoY
Grant Count
15
+15.4% YoY
Avg Grant Size
$2K
-36.5% YoY
Under IRS private-foundation payout rules, Optio Caritas Foundation reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
About Optio Caritas Foundation
Based on IRS filings
Optio Caritas Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MCHENRY, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $414K in total assets. In 2024, it awarded 15 grants totaling $24K. Net investment income was $11K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $413,571 | $426,079 | $447,984 |
| Revenue | $12,078 | $11,829 | $-26,081 |
| Expenses | $24,586 | $33,734 | $23,219 |
| Qualifying Distributions | $23,500 | $32,235 | $22,116 |
| Net Investment Income | $10,992 | $11,157 | $2,049 |
| Distributable Amount | $22,056 | $21,086 | $22,501 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
57 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Dynamic Catholic ($6,000), Ewtn ($5,000), WSFI (BVM Helping Hands) ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 1st Way Life Support Johnsburg, IL | Donation | $100 |
| Conventual Franciscan Friars of Marytown Libertyville, IL | Donation | $1,100 |
| Dynamic Catholic Erlanger, KY | Donation | $6,000 |
| EWTN Irondale, AL | Donation | $5,000 |
| Knights of Columbus McHenry, IL | Donation | $650 |
| Mundelein Seminary Mundelein, IL | Donation | $2,100 |
| N'tl Shrine of Our Lady of Good Help New Franken, WI | Donation | $100 |
| WKNOM Anchorage, AK | Donation | $1,000 |
| WSFI (BVM Helping Hands) Libertyville, IL | Donation | $5,000 |
| FRANCISCAN MISSIONS MOUNT VERNON, NY | RELIGIOUS | $50 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Samantha Adams | Director | 1 | — |
| Benton Adams | President | 1 | — |
| Eric Adams | Vice President | 1 | — |
| Mark Adams | Secretary | 1 | — |
| Claire Adams | Treasurer | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Optio Caritas Foundation?
Optio Caritas Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MCHENRY, IL. It holds $414K in total assets as of 2024.
How large is Optio Caritas Foundation?
As of 2024, Optio Caritas Foundation holds $414K in total assets with $12K in annual revenue. It awarded 15 grants totaling $24K in 2024.
Where does Optio Caritas Foundation operate?
Optio Caritas Foundation has awarded grants in Alaska, Alabama, Arkansas, District of Columbia, Illinois, Indiana, Kentucky, Michigan, Missouri, Mississippi, Montana, New Hampshire, New York, Wisconsin.
What size grants does Optio Caritas Foundation award?
In 2024, Optio Caritas Foundation awarded 15 grants totaling $24K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Optio Caritas Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Optio Caritas Foundation reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Optio Caritas Foundation's EIN?
Optio Caritas Foundation's EIN (Employer Identification Number) is 82-5133034. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Optio Caritas Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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