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· Private foundation

The Optima Charitable Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$10k
Granted FY2025still arriving
2
Grants FY2025still arriving
1
States reached
$5k
Largest
01What you fund
0199% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20182025.

Health$279kEducation$200kAnimals$173kArts & Culture$73kReligion$46kYouth Development$21kRecreation & Sports$10kFood & Nutrition$9kOther$0
02FY2025 · 2 grants

Where the money goes

Your grants by size, and where they go.

$5,000
Median grant
1
States reached
$10k
Total assets
Largest grants
RecipientAmount
LINC$5,000
FOOD BANK OF NEW YORK CITY$5,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY23–24, $14k) land where the poverty rate runs at 17%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%HETRICK-MARTIN INSTITUTE: $13k → 17%HETRICK - MARTIN INSTITUTE: $1k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

NY
CT
CA
VA
MD
NC
DC
LA
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

88%of every dollar goes to organizations you’ve funded before.
$720k · 18 repeat orgs$97k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +16% since the first grant, against +3% for the ones you funded once.

18 repeat relationships — 1 still active in FY2025, 17 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

18
23

Total granted

$720k
$92k

Median revenue growth · since first grant

+16%
+3%

Still filing today

61%
74%

New vs renewed · share of each year

In FY2025, 50% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’18’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’20’21’22’23’24’25
HealthEducationArts & CultureAnimalsYouth DevelopmentPhilanthropyOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • TA
    THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    5× · 2018–2023 · $149k · revenue +67%
  • PB
    PALM BEACH DAY ACADEMY INC
    4× · 2020–2023 · $70k · revenue +96%
  • GA
    Glades Academy Foundation Inc
    5× · 2018–2023 · $40k · revenue +76%

Funded once

  • TF
    THE FOUNDATION FOR AIDS RESEARCH
    one grant, 2022 · $20k · revenue -21%
  • BP
    BASCOM PALMER EYE INSTITUTE
    one grant, 2021 · $10k
  • WP
    WEST PALM BEACH FOOTBALL CLUB
    one grant, 2023 · $10k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education
2
New York Genome Center Inc

Operate a state-of-the-art, world-class genomic research center that creates and uses advanced genomics to understand the genetic basis of disease. for more information, see schedule o.

Health
3
Neurology Associates of Stony Brook University Faculty Practice Corp

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
4
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
5
Stony Brook Surgical Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
6
Stony Brook Ophthalmology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
7
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

8
Stony Brook Childrens Services University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
9
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

10
Stony Brook Urology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
11
Nyu Langone Hospitals

The board adopted mission statement is: nyu langone hospitals (the "hospital") will operate with new york university's medical schools a health system ("nyu langone health") devoted to excellence in patient care, education and research. in…

Health
12
University Associates in Obstetrics and Gynecology University Faculty Pract ice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health

For reference, the grantee most central to the portfolio’s shape is National Center for Learning Disabilities Inc and the most unlike its peers is The Foundation for Aids Research. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyCommunity Arts OrganizationsLgbtq+ Community CentersCancer Support OrganizationsElementary Literacy TutoringFood Pantries & AssistanceIndependent K-8 SchoolsSenior Support ServicesDevelopmental Disabilities …Land Conservation Organizat…Youth Development CentersFaith-Based Liberal Arts Co…Community Health CentersAnimal Rescue and Adoption
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 42 years old; the field is 18. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number19%0%<5yr14%7%5–10yr20%10%10–20yr19%21%20–35yr13%35%35–55yr16%28%55yr+
THE FIELDby orgYOUR MONEYby value19%0%<5yr14%16%5–10yr20%9%10–20yr19%9%20–35yr13%12%35–55yr16%55%55yr+

The field is 19% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 10% of the field you don’t fund.

orgs you fund
0.0%0/31
the rest of the field
10%
11,858/120,729

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

29 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 29 of the 42 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
29/29
Grantees still filing
16/29
Grew since you first funded

Where your money sits — by cause, then by grantee

MEMORIAL SLOAN KETTERING CANCER CENTER — $150,500 · OtherMEMORIAL SLOAN KETTERING CANCER CENTERTHE ADMINISTRATORS - TULANE ED FUND — $45,000 · OtherTHE ADMINISTRATORS - TULANE ED FUNDST JOHN'S OF LATTINGTOWN — $34,000 · OtherST JOHN'S OF LATTINGTOWNWEILL CORNELL MEDICAL COLLEGE — $27,500 · OtherWEILL CORNELL MEDICAL COLLEGE+18 more — $75,150 · Other+18 moreTHE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS — $148,500 · AnimalsTHE AMERICAN SOCIETY FO…THE ANIMAL MEDICAL CENTER — $20,000 · AnimalsTHE ANIMAL MEDICAL CENT…PALM BEACH DAY ACADEMY INC — $70,000 · EducationPALM BEACH DAY ACADE…Glades Academy Foundation Inc — $40,000 · EducationGlades Academy Found…THE CHAPIN SCHOOL LTD — $30,000 · EducationTHE CHAPIN SCHOOL LT…STUDENT ADVOCACY INC — $5,000 · EducationLITERACY INC — $5,000 · EducationNEW YORK-PRESBYTERIAN FUND INC — $26,000 · HealthNEW YORK-P…THE FOUNDATION FOR AIDS RESEARCH — $20,000 · HealthTHE FOUNDA…EMPIRE DRAGONS NYC INC — $20,000 · HealthEMPIRE DRA…PANCREATIC CANCER ACTION NETWORK INC — $5,000 · HealthPANCREATIC…+3 more — $4,500 · Health+3 moreNew Wave Artist Residency Inc — $70,000 · Arts & CultureNew Wave A…+3 more — $2,500 · Arts & CultureTHE HETRICK-MARTIN INSTITUTE INC — $13,500 · Human ServicesFOOD BANK FOR NEW YORK CITY — $5,000 · Community Improvement
Other$332,150Animals$168,500Education$150,000Health$75,500Arts & Culture$72,500Human Services$13,500Community Improvement$5,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetTHE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS — $148,500 over 5y, 0.0% of budgetNew Wave Artist Residency Inc — $70,000 over 3y, 19% of budgetPALM BEACH DAY ACADEMY INC — $70,000 over 4y, 0.1% of budgetGlades Academy Foundation Inc — $40,000 over 5y, 1.5% of budgetTHE CHAPIN SCHOOL LTD — $30,000 over 2y, 0.0% of budgetNEW YORK-PRESBYTERIAN FUND INC — $26,000 over 2y, 0.0% of budgetTHE ANIMAL MEDICAL CENTER — $20,000 over 4y, 0.0% of budgetTHE FOUNDATION FOR AIDS RESEARCH — $20,000 over 1y, 0.1% of budgetEMPIRE DRAGONS NYC INC — $20,000 over 3y, 6.3% of budgetTHE HETRICK-MARTIN INSTITUTE INC — $13,500 over 2y, 0.1% of budgetSTUDENT ADVOCACY INC — $5,000 over 1y, 0.3% of budgetNATIONAL CENTER FOR LEARNING DISABILITIES INC — $5,000 over 1y, 0.0% of budgetLITERACY INC — $5,000 over 1y, 0.1% of budgetFOOD BANK FOR NEW YORK CITY — $5,000 over 1y, 0.0% of budgetTHE AMERICAN UNIVERSITY OF PARIS — $5,000 over 1y, 0.0% of budgetTHE BOYS' CLUB OF NEW YORK — $5,000 over 1y, 0.0% of budgetPANCREATIC CANCER ACTION NETWORK INC — $5,000 over 1y, 0.0% of budgetNEW HOPE CHARITIES INC — $4,500 over 3y, 0.1% of budgetTHE BREAST CANCER RESEARCH FOUNDATION INC — $4,500 over 3y, 0.0% of budgetCITYMEALS-ON-WHEELS — $3,750 over 1y, 0.0% of budgetPROJECT PURPLE INC — $2,500 over 1y, 0.1% of budgetSTARLIGHT CHILDREN'S FOUNDATION — $2,000 over 1y, 0.0% of budgetGLEN COVE HOSPITAL — $1,000 over 1y, 0.0% of budgetSOLVING KIDS' CANCER INC — $1,000 over 1y, 0.1% of budgetFRIENDS OF THE UPPER EAST SIDE HISTORIC DISTRICTS INC — $1,000 over 1y, 0.2% of budgetOPPORTUNITIES INC — $1,000 over 1y, 0.0% of budgetFoundation for Art and Preservation in Embassies — $1,000 over 1y, 0.0% of budgetSOCIETY FOR THE PRESERVATION OF LONG ISLAND ANTIQUITIES — $500 over 1y, 0.1% of budgetTHE NORTH SHORE LAND ALLIANCE INC — $400 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

The Bessemer Giving FundNJ14.2× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Bessemer Giving Fund · Jewish Communal Fund · National Philanthropic Trust · The Ayco Charitable Foundation · Jpmorgan Chase Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Vanguard Charitable Endowment Program · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · American Endowment Foundation · Network for Good · Fidelity Investments Charitable Gift Fund

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The Optima Charitable Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 30%1%5%11%20%your share of their income ↑0%5%10%15%20%share of the org’s income from governmentmedian 0%
  • New Hope Charities Inc0% of income from government
  • Palm Beach Day Academy Inc0% of income from government
no gov moneyreceives it· size = income
3get no government money at all
11report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–20%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The Optima Charitable Foundation?

Find your warmest path to The Optima Charitable Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 42 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph