The Optima Charitable Foundation

NEW YORK, NY EIN: 26-1266975

The Optima Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$10K

-50.7% YoY

Annual Giving

$10K

-55.1% YoY

Grant Count

2

-60.0% YoY

Avg Grant Size

$5K

+12.4% YoY

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.

About The Optima Charitable Foundation

Based on IRS filings

The Optima Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

BronxCold Spring HarborCulver CityElmsfordGlen CoveLanhamLocust ValleyManhattan BeachNew OrleansNew YorkPalm BeachRichmondSeymourWest Palm BeachWilmington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$104K$208K$312K$416K20212022202320242025
Metric202520242023
Total Assets$9,748$19,754$47,856
Revenue$227$434$51,643
Expenses$10,233$28,536$105,626
Qualifying Distributions$10,099$25,464$103,032
Net Investment Income$93
Distributable Amount$878$1,554$4,839

Giving Over Time

Total grant dollars and number of grants per year

$0$59K$119K$178K$238K14 grants202118 grants202210 grants20235 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

FOOD BANK OF NEW YORK CITY$5KLINC$5K

Grant Size Distribution

49 grants across all recorded years

46<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Food Bank of New York City ($5,000), Linc ($5,000).

RecipientPurposeAmount
FOOD BANK OF NEW YORK CITY BRONX, NYFOR DONEE'S EXEMPT PURPOSE$5,000
LINC NEW YORK, NYFOR DONEE'S EXEMPT PURPOSE$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
D DIXON BOARDMANPRESIDENT2
NANCY LITTMANVICE PRESIDENT2
KEITH M BLOOMFIELDDIRECTOR2
ARRIANA BOARDMANDIRECTOR2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Optima Charitable Foundation?

The Optima Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds $10K in total assets as of 2025.

How large is The Optima Charitable Foundation?

As of 2025, The Optima Charitable Foundation holds $10K in total assets with $227 in annual revenue. It awarded 2 grants totaling $10K in 2025.

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 size grants does The Optima Charitable Foundation award?

In 2025, The Optima Charitable Foundation awarded 2 grants totaling $10K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is The Optima Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Optima Charitable Foundation reported a distributable amount of $878 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

Explore Open Grants

Browse active grant opportunities in The Optima Charitable Foundation's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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