The Optima Charitable Foundation
The Optima Charitable Foundation is a private foundation, based in New York, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $10K in total assets. In 2025, it awarded 2 grants totaling $10K. Net investment income was $93.
The Optima Charitable Foundation at a glance
In short: The Optima Charitable Foundation gave $10K across 2 grants in 2025 (avg $5K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,000
- -55.1% vs 2024
- Grants made (2025)
- 2
- -60.0% vs 2024
- Average grant
- $5,000
- +12.4% vs 2024
- Median grant
- $5,000
- Total assets
- $9,748
- -50.7% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Optima Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Food Bank of New York City ($5K). Together the top 2 received $10K.
Grant Size Distribution
49 grants across all recorded years
The most common grant size was under $50K: 46 grants of 49 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How The Optima Charitable Foundation gives
- Giving fell 96% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $10K (2025) to $238K (2022). In 2025 it made 2 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Food Bank of New York City Bronx, NY | For Donee's Exempt Purpose | $5,000 |
| Linc New York, NY | For Donee's Exempt Purpose | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $9,748 | $227 | $10,233 | $10,000 | 2 | $10,099 | $93 | $878 |
| 2024 | $19,754 | $434 | $28,536 | $22,250 | 5 | $25,464 | — | $1,554 |
| 2023 | $47,856 | $51,643 | $105,626 | $100,500 | 10 | $103,032 | — | $4,839 |
| 2022 | $101,839 | $223 | $242,322 | $237,500 | 18 | $239,917 | — | $9,296 |
| 2021 | $343,938 | $377,996 | $218,523 | $213,500 | 14 | — | — | $12,750 |
Under IRS private-foundation payout rules, The Optima Charitable Foundation reported a distributable amount of $878 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Optima Charitable Foundation is led by D. Dixon Boardman, President on every filing since 2021; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
D. Dixon Boardman
President
On filings since 2021
2 hrs/week
No compensation reported
Arriana Boardman
Director
On filings since 2021
2 hrs/week
No compensation reported
Keith M. Bloomfield
Director
On filings since 2021
2 hrs/week
No compensation reported
Nancy Littman
Vice President
On filings since 2021
2 hrs/week
No compensation reported
Former officers (3)
- Former: Frank Rocchio (2021–2023) — Treasurer
- Former: Kathleen Keating (2021–2022) — Secretary
- Former: Mark N. Kaplan (2021–2022) — Director
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Optima Charitable Foundation
How much does The Optima Charitable Foundation give each year?
The Optima Charitable Foundation gave $10K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 5 grants.
How large is The Optima Charitable Foundation?
The Optima Charitable Foundation reported $10K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $878 (roughly 5% of its investment assets).
Where does The Optima Charitable Foundation operate?
The Optima Charitable Foundation has awarded grants in California, Connecticut, Florida, Louisiana, Maryland, North Carolina, New York, Virginia.
What is The Optima Charitable Foundation's EIN?
The Optima Charitable Foundation's EIN (Employer Identification Number) is 26-1266975. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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