Private Foundation

THE OPTIMA CHARITABLE FOUNDATION C/O OPTIMA ASSET MANAGEMENT LLC

THE OPTIMA CHARITABLE FOUNDATION C/O OPTIMA ASSET MANAGEMENT LLC is a Private Foundation headquartered in NEW YORK, NY. Financial data from the 2025 filing: $227 revenue, $10K expenses, $10K total assets. IRS filings disclose 57 grants awarded by this foundation, totaling roughly $580K.

EIN: 261266975 NEW YORK, NY Latest filing: 2025

Total Revenue$227

Total Expenses$10K

Total Assets$10K

Grants Given57

Grant Total$580K

Filing Years2020–2025

Sample Grants Given

LINC

NEW YORK, NY · 2024

FOR DONEE'S EXEMPT PURPOSE

$5,000

FOOD BANK OF NEW YORK CITY

BRONX, NY · 2024

FOR DONEE'S EXEMPT PURPOSE

$5,000

NEW WAVE ARTIST RESIDENCY INC

PALM BEACH, FL · 2023

FOR DONEE'S EXEMPT PURPOSE

$10,000

LINC

NEW YORK, NY · 2023

FOR DONEE'S EXEMPT PURPOSE

$5,000

CITYMEALS ON WHEELS

NEW YORK, NY · 2023

FOR DONEE'S EXEMPT PURPOSE

$3,750

Showing up to 5 of 57 total records — full history available with membership.

Officers & Directors

DIRECTOR Arriana Boardman

PRESIDENT D Dixon Boardman

DIRECTOR Keith M Bloomfield

VICE PRESIDENT Nancy Littman

Officer compensation and complete director data available with membership.

Top Grant Purposes

FOR DONEE'S EXEMPT PURPOSE

$579,650 57 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$227	$10K	$10K
2024	$434	$29K	$20K
2023	$52K	$106K	$48K
2021	$378K	$219K	$344K
2020	$107K	$72K	$184K

Between 2020 and 2025, reported annual revenue declined from $107K to $227 (-100%), with total assets most recently reported at $10K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CT, DC, FL, LA, NC, NY.

CTDCFLLANCNY

Full geographic grant map with state-by-state breakdown available with membership.

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