The Optimus Foundation
The Optimus Foundation is a public charity, based in Stratford, CT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $172K in total assets.
The Optimus Foundation at a glance
- Total assets
- $171,521
- +18.6% vs 2024
- Revenue (2025)
- $36,534
- +18.0% vs 2024
- Expenses (2025)
- $7,077
- Latest 990 filing
- Form 990-EZ, 2025 View filing
Data from IRS Form 990-EZ, 2025; updated September 2026.
Who The Optimus Foundation funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How The Optimus Foundation gives
- Giving grew 618% from 2019 to 2022. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2022, annual grant giving ranged from $6K (2019) to $45K (2022). In 2022 it made 1 grant totaling $45K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Optimus Health Care Inc Bridgeport, CT | To Support Optimus Health Care | $45,352 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants |
|---|---|---|---|---|---|
| 2025 | $171,521 | $36,534 | $7,077 | — | — |
| 2024 | $144,568 | $30,961 | — | — | — |
| 2023 | $138,463 | $32,143 | — | — | — |
| 2022 | $74,345 | $45,352 | $45,352 | $45,352 | 1 |
| 2021 | — | $12,969 | $12,969 | $12,969 | 1 |
| 2020 | — | $9,376 | $9,376 | $8,576 | 1 |
| 2019 | — | $6,316 | $6,316 | $6,316 | 1 |
Leadership & Key People
Officers and directors from IRS filings
The Optimus Foundation is led by Karen Daley, Chief Executive Officer since 2024 (on filings since 2019); none of the 12 officers listed in 2025 report compensation.
Officers on the 2025 filing
Karen Daley
Chief Executive Officer
Chief Operating Officer → Ceo-Ex-Officio Member, 2022
Ceo-Ex-Officio Member → Chief Executive Officer, 2024
On filings since 2019
$240K (2021) → $0 (2025)
Jessica M. McCauley
Board Chair
Treasurer → Board Chair, 2024
On filings since 2021
No compensation reported
Bertcelis Morales
Director
On filings since 2024
No compensation reported
Colleen Ebanks-Shippey
Director
On filings since 2024
No compensation reported
Casey D. Parker
Director
New on the 2025 filing
No compensation reported
Ezechiel Dominique
Director
New on the 2025 filing
No compensation reported
Henry H. Yoon
Director
New on the 2025 filing
No compensation reported
Pauline Jones-Hatton
Director
New on the 2025 filing
No compensation reported
Shanice Maxwell
Director
New on the 2025 filing
No compensation reported
Carlos T. De La Iglesia
Vice Chair
Treasurer → Vice Chair, 2021
On filings since 2019
No compensation reported
Brenda Burton-Seldon
Secretary
On filings since 2022
No compensation reported
Gary R. Smart
Treasurer
On filings since 2022
No compensation reported
Former officers (22)
- Former: Casey D. Parker Comsumer (2024) — Director
- Former: Dominique Ezechiel (2024) — Director
- Former: Yoon Henry H. (2024) — Director
- Former: David Felu (2022–2023) — Board Member
- Former: Lisa Emmons (2022–2023) — Chair
- Former: Mathew Mackay (2022–2023) — Board Member
- Former: Maureen Oboyle (2022–2023) — Board Member
- Former: Robert Scinto (2022–2023) — Board Member
- Former: Charles Rose (2019–2022) — Chief Financial Officer
- Former: Cari Ann Rose Bulzone (2022) — Chief Compliance Officer
- Former: Elizabeth Rivera Rodriguez (2022) — Chief Operating Officer
- Former: Julia Claire Dicola (2019–2021) — Chair
- Former: Ludwig Spinelli (2019–2021) — Chief Executive Officer
- Former: Maria Xavier-Dowski (2020–2021) — Chief Compliance Officer
- Former: Brenda Burton Seldon (2021) — Secretary
- Former: Julio Carballo (2019–2020) — Chair
- Former: Karen McNamara (2019–2020) — Comptroller
- Former: Lydia Martinez (2019–2020) — Secretary
- Former: Katherine Golar (2020) — Chief Medical Officer
- Former: Karen Michaels Ashwood (2019) — Chief Medical Officer
- Former: Margarita Torres (2019) — Chief Compliance Officer
- Former: Maria Xavier Dowski (2019) — Human Resources Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2021 IRS filing
The highest reported compensation on the 2021 filing was $269K, to Ludwig Spinelli (Chief Executive Officer). 4 officers or directors reported compensation on that filing.
Frequently asked questions about The Optimus Foundation
How large is The Optimus Foundation?
The Optimus Foundation reported $172K in total assets on its 2025 IRS Form 990-EZ. Its revenue that year was $37K.
Where does The Optimus Foundation operate?
The Optimus Foundation has awarded grants in Connecticut.
What is The Optimus Foundation's EIN?
The Optimus Foundation's EIN (Employer Identification Number) is 27-3415722. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-EZ for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-EZ for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-EZ for fiscal year 2025 (received by the IRS January 30, 2026)
- Updated Form 990 for fiscal year 2019 (received by the IRS May 29, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS May 16, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS April 19, 2023)
Live grants for the work The Optimus Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in The Optimus Foundation's focus areas in our free grants database
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