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.
Key facts about The Optimus Foundation
- EIN
- 27-3415722
- Latest 990 filing
- Form 990-EZ, 2025
- Total assets
- $171,521
Data from IRS Form 990-EZ, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-EZ · View filing
Total Assets
$172K
+18.6% YoY
Revenue
$37K
+18.0% YoY
Expenses
$7K
How The Optimus Foundation gives
- Giving grew 618% from 2019 to 2022. Method
From the foundation's IRS Form 990 filings. Methodology.
Ready to take the next step with The Optimus Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $171,521 | $144,568 | $138,463 |
| Revenue | $36,534 | $30,961 | $32,143 |
| Expenses | $7,077 | — | — |
Data update history
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)
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.
Here's the math on researching The Optimus Foundation by hand.
Explore Open Grants
Browse active grant opportunities in The Optimus Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Connecticut
The Stamford Hospital
Stamford, CT
Together with our physicians we provide a broad range of high-quality health and wellness services focused on the needs of our communities.
Assets
$1.3B
Grants
1
Total Given
$2.0M
Community Health Network of Connecticut Inc
Wallingford, CT
The organization improves the health of the residents of Connecticut and promotes the availability of high-quality, comprehensive, cost-effective health care services to a charitable population of over 940,000 Connecticut residents.
Assets
$56.6M
Grants
7
Total Given
$1.2M
Apex Community Care Inc
Danbury CT, CT
Apex coummunity care provides temporary housing,housing assistance, and counseling to persons with aids and those who are hiv positive. Apex also provides aids & hiv education to the general public in the greater danbury area.
Assets
$3.7M
Grants
7
Total Given
$1.3M
Community Health Network of Connecticut Holdings Inc
Wallingford, CT
The corporation has not adopted a separate mission statement. However, the corporation's charitable purpose is to support 501(c)(3) tax-exempt federally qualified health centers.
Assets
$4.2M
Grants
7
Total Given
$2.0M
The Capture Cares Foundation
San Antonio, TX
The Capture Cares Foundation supported projects directly advancing 340B safety-net providers’ missions, including community health, medication adherence, audits, and related initiatives. In 2020, grants ranged from $500 to $250,000, with a median of $20,000, and went to organizations in multiple states, especially Texas; the grant program is paused and it is not accepting new applications.
Assets
—
Grants
20
Total Given
$511K
School-Based Health Alliance
Washington, DC
The School-Based Health Alliance funds organizations expanding access to school-based primary, behavioral, oral, vision, and other essential health services, with recent grants concentrated in Connecticut and additional awards in several other states. In 2025, its 36 grants ranged from $9,000 to $862,821, with a median of $88,070; the profile does not state whether it accepts unsolicited requests.
Assets
$22.5M
Grants
36
Total Given
$5.6M
Tauck Family Foundation
Wilton, CT
The Tauck Family Foundation funds education and community engagement that help communities affected by climate and environmental challenges build healthy ecosystems and regenerative land-use practices. In 2025, grants ranged from $100 to $110,900, with a median award of $20,000; recipients were based across the U.S., including New Hampshire and Connecticut. It does not accept unsolicited requests.
Assets
$26.3M
Grants
46
Total Given
$1.2M
Harvard Pilgrim Health Care Foundation Inc
Canton, MA
The foundation funded community health and wellness work, including food access, healthy aging, health disparities, and community programs, in Connecticut, Maine, Massachusetts, and New Hampshire. Available filings do not establish a typical grant size, and the profile does not state whether it accepted unsolicited requests. It dissolved in 2022, transferring its assets and operations to Point32Health Foundation.
Assets
—
Grants
49
Total Given
$2.5M
Fairfield County's Community Foundation Inc
Norwalk, CT
Fairfield County’s Community Foundation funds local nonprofits addressing education and careers, economic security, health equity, housing, civic engagement, and related community needs in Fairfield County, Connecticut. Awards vary widely: capacity-building grants are up to $10,000, Community Impact Grants are $10,000–$15,000, and reported 2025 grants had a median of $24,080. It accepts unsolicited applications for some programs, including rolling capacity-building and small-grant opportunities; Strategic Partner Grants are invitation-only.
Assets
$291.4M
Grants
448
Total Given
$25.7M
Direct Relief
Santa Barbara, CA
Direct Relief supports healthcare providers serving people affected by poverty or emergencies, including community health centers, clinics, and grassroots organizations, with medicines, supplies, and funding for health access and equity. In 2025, its grants had a median award of about $65,000, and its work spans all 50 U.S. states and countries around the world; the profile does not state whether it accepts unsolicited requests.
Assets
$1.3B
Grants
1,367
Total Given
$337.4M
Americares Foundation Inc
Stamford, CT
Americares funds health care organizations and programs focused on disaster preparedness and recovery, access to medicines and medical supplies, and community health services. In 2025, its grants ranged from $5,073 to $3.86 million, with a median of about $58,700; it works in the United States and internationally, reaching an average of 80 countries each year. The profile does not state whether it accepts unsolicited requests.
Assets
$372.5M
Grants
635
Total Given
$113.3M
American Savings Foundation Inc
New Britain, CT
The foundation funds education, human services, and arts and culture, especially programs serving children, youth, and families, with a primary focus on New Britain and Waterbury and grants across 64 Connecticut towns. In 2025, its grants ranged from $238 to $150,000, with a median of $1,750; it also offers Community Grants of up to $5,000.
Assets
$107.0M
Grants
613
Total Given
$3.4M
More Funders in Connecticut
The Optimus Foundation down — hundreds of funders to go?