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Optivest Foundation is a private corporation based in DANA POINT, CA. The foundation received its IRS ruling in 2002. It holds total assets of $224K. Annual income is reported at $409K. Total assets have grown from $2K in 2010 to $224K in 2024. The foundation is governed by 2 officers and trustees. No direct charitable activities. Tax records are available from 2017 to 2024. The foundation primarily funds organizations in California and Georgia. According to available records, Optivest Foundation has made 107 grants totaling $4.7M, with a median grant of $25K. Annual giving has grown from $757K in 2020 to $1.2M in 2023. Grantmaking activity was highest in 2022 with $1.7M distributed across 31 grants. Individual grants have ranged from $2K to $372K, with an average award of $44K. The foundation has supported 46 unique organizations. The foundation primarily supports organizations in California, Georgia, Arizona, which account for 76% of all grants. Grantmaking reaches organizations across 9 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$18K
Average Grant
$35K
Largest Grant
$213K
Based on 30 grants from the most recent 990-PF filing.
No direct charitable activities
No direct charitable activities. Based on available records, the foundation has funded 107 grants. Its grantmaking reaches organizations primarily in CA, GA, AZ.
Optivest Foundation has distributed a total of $4.7M across 107 grants. The median grant size is $25K, with an average of $44K. Individual grants have ranged from $2K to $372K.
Funds are distributed for donations/scholarships toward great commission (evangelism) and great commandment (benevolence). Christian causes are expected to be the recipient of said donations/scholarships.
Optivest Foundation is headquartered in DANA POINT, CA. While based in CA, the foundation distributes grants to organizations across 9 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Tricia Van Mourick | Secretary | $0 | $0 | N/A |
| Mark Van Mourick | President | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$224K
Fair Market Value
N/A
Net Worth
$222K
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
107
Total Giving
$4.7M
Average Grant
$44K
Median Grant
$25K
Unique Recipients
46
Most Common Grant
$50K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Hope InternationalReligious - Helping people escape proverty by Biblical training, savings opportunities & microloans. | Lancaster, PA | $70K | 2023 |
| National Christian FoundationScholarship - Donor Advised Fund: Expert guidance and creative giving solutions so Christian donors can maximize their philanthropic impact. | Costa Mesa, CA | $231K | 2023 |
| Northrise UniversityMissions - Providing quality, Christ-centered education opportunities and growing leaders in Zambia | Scottsdale, AZ | $100K | 2023 |
| Operation Mobilization UsaMissions - Christ-centered rehabilitation for disabled Afghan refugees & crisis response in Bangladesh | Tyrone, GA | $75K | 2023 |
| Children'S Hunger FundHumanitarian Aid - Gospel-centered mercy ministry delivering food to hungry children across US and globally. | Pasadena, CA | $70K | 2023 |
| Acres Of LoveHumanitarian Aid - Christ-centered care for orphaned children in South Africa by way of "Forever Family" homes. | San Juan Capistrano, CA | $68K | 2023 |
| Sedera Voahary Jesus Family KingdomIn support of individual charity work & medical services in Madagascar. | Antananarivo | $62K | 2023 |
| Forest Home FoundationReligious - Spread the word of God to all ages through camp experiences. | Redlands, CA | $60K | 2023 |
| EdifyReligious - Building Christ-centered schools to education & opportunity for impoverished children across the globe. | San Diego, CA | $60K | 2023 |
| Justice Rising InternationalHumanitarian Aid - Educating children living in war zones to provide alternatives from poverty, child soldiering, and reverse the effects of war. | Los Angeles, CA | $60K | 2023 |
| Plant With PurposeHumanitarian Aid - Equip rural poor to increase farm yields, heal damaged ecosystems, improve nutrition, increase household savings opportunities. | San Diego, CA | $55K | 2023 |
| Congo InitiativeReligious - Build transformative leadership in the Democratic Republic of Congo. | Raleigh, NC | $50K | 2023 |
| Freedom ChallengeChrist-centered non-profit focused on freeing oppressed and enslaved women and children by raising funds and awareness on the global sex trafficking crisis | Tyrone, GA | $43K | 2023 |
| Novo MissionMissionary training focused on evangelism in restrictive parts of the world where Chrsitianity is not known or allowed. | Anaheim, CA | $40K | 2023 |
| Care For ChildrenHumanitarian Aid - Placement of child orphans into Christ-centered homes in Asia | Leawood, KS | $35K | 2023 |
| Water MissionSafe water solutions for rural communities and refugee camps where municipal-grade, clean water systems have not yet been established. | Charlotte, NC | $25K | 2023 |
| Riverbank OrganizationProvide household and kitchen items to families in need. | San Juan Capistrano, CA | $20K | 2023 |
| Hitching Post MinistriesHumanitarian Aid - Provide positive mentoring relationships, offer restoration, hope and healing via a ranch lifestyle | Rancho Mission Viejo, CA | $20K | 2023 |
| Robert Bub KunsBenevolence | Aliso Viejo, CA | $20K | 2023 |
| Milele InternationalHelping people living on the streets in Kenya to finish school and reacclamate to society and healthy family units. | Trabuco Canyon, CA | $10K | 2023 |
| Many HopesJustice initiative focused on the rescue of children in oppressed situations across the globe, offering rehabilitation and education opportunities. | Bronxville, NY | $10K | 2023 |
| Kids Alive InternationalHelp trafficked girls and women in Central America to heal from their trauma, finish schooling and provide a trade for their future. | Alpharetta, GA | $10K | 2023 |
| Su Refugio MinistriesChrist-centered aid to women and children in rural areas of Paruguay and Uraguay. Provide clothing, shelter and education opportunities. | San Diego, CA | $10K | 2023 |
| HomewordReligious - advance the work of God in the world by educating, equipping, and encouraging parents and churches to build God-honoring families from generation to generation. | San Juan Capistrano, CA | $10K | 2023 |
| Logos Wilderness TherapyRehabilitation and trauma program offered to sexually abused women via outdoor therapy. | Littleton, CO | $10K | 2023 |
| Orange County Rescue MissionAssistance to local homeless community including food, supplies and resources for people in difficult financial situations | Tustin, CA | $5K | 2023 |
| Kristi HennesseyBenevolence | San Clemente, CA | $4K | 2023 |
| California Baptist UniversityScholarship funding provided to females to advance their opportunities for undergraduate or graduate education. | Riverside, CA | $25K | 2022 |
| Orange Country Rescue MissionAssistance to local homeless community including food, supplies and resources for people in difficult financial situations | Tustin, CA | $23K | 2022 |
| Cash DistributionsSpecial giving project to fund Christmas gifts and meals to local families. | Dana Point, CA | $20K | 2022 |
| Hrc FertilitySponsorship of a couple struggling to become pregnant naturally. | Newport Beach, CA | $18K | 2022 |
| Extreme Response InternationalConnecting Christian missionaries with business leaders across the globe at the annual Leader Mundial. | Snelville, GA | $13K | 2022 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA