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EIN 26-0011296

Optivest Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Dana Point
State
California
Year formed
2002
Most recent tax filings
2023-12-01
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
$1,411,670
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
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 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
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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