EIN 87-2445692

Optima Cares Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2022
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Optima Cares Foundation is a private foundation located in Santa Ana, CA. Its purpose is to grant funds to US public charities as a non-operating charitable foundation.
Total revenues
$6,552
2023
Total expenses
$6,552
2023
Total assets
$2,601
2023
Num. employees
0
2023

Program areas at Optima Cares Foundation

Foundation will be a non-operating charitable Foundation whose exempt activities will include granting funds to us public charities that support the charitable activities of the employees of Optima financial group, llc. Public charities will be selected by a committee which is made up of employees of Optima financial group, llc. The selection process is currently being developed but will be either by an application process whereby public charities may submit application for consideration of funding or by research conducted by employees of Optima financial group, llc to select public charities that support and exemplify the charitable goals of the employees of the company.

Personnel at Optima Cares Foundation

NameTitleCompensation
Jesse E StockwellDirector$0

Financials for Optima Cares Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$6,552
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$6,552

Form 990s for Optima Cares Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-15990PFView PDF
2022-122023-11-13990PFView PDF
2021-122022-11-09990PFView PDF

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Data update history
July 9, 2024
Posted financials
Added Form 990PF for fiscal year 2023
December 24, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 28, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 6, 2023
Updated personnel
Identified 3 new personnel
May 21, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
6 Hutton Centre Dr 200
Santa Ana, CA 92707
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Orange County, CA
Phone
(800) 536-0734
IRS details
EIN
87-2445692
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2022
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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