EIN 26-0011296

Optivest Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2002
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Optivest Foundation is a corporate foundation of Optivest Wealth Management located in Dana Point, CA, that primarily funds benevolence and scholarships. It provides expert guidance and creative giving solutions to help Christian donors maximize their philanthropic impact. Last year, it made 27 grants to various grantees, including the National Christian Foundation.
Total revenues
$1,411,670
2023
Total expenses
$1,359,370
2023
Total assets
$342,764
2023
Num. employees
0
2023

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$100,000
Hope InternationalReligious - Helping People Escape Proverty By Biblical Training, Savings Opportunities & Microloans.$70,000
Children's Hunger FundHumanitarian Aid - Gospel-Centered Mercy Ministry Delivering Food To Hungry Children Across Us and Globally.$70,000
...and 16 more grants made

Personnel at Optivest Foundation

NameTitleCompensation
Tricia van MourickSecretary$0

Financials for Optivest Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$1,411,670
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$1,411,670

Form 990s for Optivest Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-14990PFView PDF
2022-122023-11-14990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-11-12990PFView PDF
2019-122021-06-14990PFView PDF
...and 8 more Form 990s

Organizations like Optivest Foundation

OrganizationLocationRevenue
KBL Mission FoundationNacogdoches, TX$1,201,578
Designetics Cares FoundationHolland, OH$608,131
Christian Brothers Automotive FoundationHouston, TX$5,583,677
Tarlton FoundationMenlo Park, CA$430,480
Rosztoczy FoundationAvondale, AZ$2,141,502
Ford Meter Box FoundationWabash, IN$558,809
Incrediblebank FoundationWausau, WI$425,200
The Taylor FoundationMcdonough, GA$2,225,903
B Robert Williamson JR FoundationNew York, NY$407,743
The John and Katherine Duda FoundationOviedo, FL$1,195,983
Data update history
August 20, 2024
Posted financials
Added Form 990PF for fiscal year 2023
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
Nonprofit Types
Grantmaking organizationsPrivate foundationsCorporate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
ChristianReligiousProvides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
24921 Dana Point Harbor Dr B220
Dana Point, CA 92629
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Orange County, 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
T21: Corporate foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
119571
FTB Entity ID
2369880
AB 488 data last updated ("as-of") date
2024-12-04
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