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EIN 26-0011296

Optivest Foundation

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Dana Point
State
California
Year formed
2002
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
The Optivest Foundation is a private foundation that primarily funds scholarships. It is located in Dana Point, CA and made 22 grants last year. Its grantees include the National Christian Foundation and others.
Total revenues
$1,751,460
2022
Total expenses
$1,832,527
2022
Total assets
$329,631
2022
Num. employees
n/a

Program areas at Optivest Foundation

No direct charitable activities

Grants made by Optivest Foundation

GranteeGrant descriptionAmount
Northrise University InitiativeMissions - Providing Quality, Christ-Centered Education Opportunities and Growing Leaders in Zambia$125,000
Justice Rising InternationalHumanitarian Aid - Educating Children Living in War Zones To Provide Alternatives From Poverty, Child Soldiering, and Reverse the Effects of War.$100,000
Children's Hunger FundHumanitarian Aid - Gospel-Centered Mercy Ministry Delivering Food To Hungry Children Across Us and Globally.$87,500
...and 15 more grants made

Personnel at Optivest Foundation

NameTitleCompensation
Tricia van MourickSecretary$0

Financials for Optivest Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$1,751,460
Investment income and dividends$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,751,460

Form 990s for Optivest Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-14990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-11-12990PFView PDF
2019-122021-06-14990PFView PDF
2018-122019-10-12990PFView PDF
...and 7 more Form 990s

Organizations like Optivest Foundation

OrganizationLocationRevenue
The Christian Education Foundation of the NorthwestNampa, ID$1,014,226
Christian Brothers Automotive FoundationHouston, TX$4,526,097
Lockwood Partners FoundationColumbus, GA$3,609,704
Designetics Cares FoundationHolland, OH$602,030
God Loving ChildrenFullerton, CA$470,000
Kwon FoundationPort Washington, NY$3,894,855
Kengena FoundationIrving, TX$568,496
Bancroft-Clair FoundationAustin, TX$893,708
Saltsgiver Family FoundationWilliamsport, PA$722,761
Dancing Llama FoundationPark City, UT$1,621,583
Data update history
December 25, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 17, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 30, 2023
Posted financials
Added Form 990PF for fiscal year 2020
October 21, 2021
Posted financials
Added Form 990PF for fiscal year 2019
November 24, 2019
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
ChristianReligiousProvides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
24921 Dana Point Harbor Dr B220
Dana Point, CA 92629
Metro area
Los Angeles-Long Beach-Anaheim, CA
Website URL
optivestfoundation.org/ 
Phone
(949) 363-8686
IRS details
EIN
26-0011296
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2002
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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