Private Foundation

Optivest Foundation

Optivest Foundation is a private foundation categorized as Private Foundation based in Dana Point, CA. Its most recent IRS filing (2025) reports revenue of $67K, expenses of $57K, total assets of $233K. Imperigo tracks 207 reported grants from this foundation totaling approximately $6.5M.

EIN: 260011296 Dana Point, CA Latest filing: 2025
Total Revenue$67K
Total Expenses$57K
Total Assets$233K
Grants Given207
Grant Total$6.5M
Filing Years2020–2025

Sample Grants Given

Harbor Point Church
San Juan Capistrano, CA · 2025
LOCAL CHURCH NONPROFIT SERVING THE SAN JUAN CAPISTRANO AND LOCAL COMMUNITIES.
$13,000
NORTHRISE UNIVERSITY INITIATIVE
SCOTTSDALE, AZ · 2025
Providing quality, Christ-centered education opportunities and growing leaders in Zambia.
$12,500
CEDARS-SINAI MEDICAL CENTER
LOS ANGELES, CA · 2025
providing medical assitance to the sick and those in need.
$5,000
KHURSHED Zokirov
Snellville, GA · 2025
Missionary support working in Tajikistan to build a church, spread the Gospel and provide aid to those in need in hilltop villages.
$5,000
UNITED SERVANTS ABROAD
WEST PALM BEACH, FL · 2025
Support non-profit initiatives for those in need in Cuba
$4,500

Showing up to 5 of 207 total records — full history available with membership.

Officers & Directors

President Mark Van Mourick
Secretary Tricia Van Mourick

Officer compensation and complete director data available with membership.

Top Grant Purposes

Scholarship - Donor Advised Fund: Expert guidance and creative giving solutions so Christian donors can maximize their philanthropic impact.
$1,188,593 6 grants
Missions - Providing quality, Christ-centered education opportunities and growing leaders in Zambia
$557,110 6 grants
Religious - Helping people escape proverty by Biblical training, savings opportunities & microloans.
$357,500 6 grants
Humanitarian Aid - Christ-centered care for orphaned children in South Africa by way of "Forever Family" homes.
$344,375 5 grants
Religious - Spread the word of God to all ages through camp experiences.
$325,000 6 grants

Financial Trends

Year Revenue Expenses Assets
2025 $67K $57K $233K
2024 $409K $524K $224K
2023 $1.4M $1.4M $343K
2022 $1.8M $1.8M $330K
2020 $900K $818K $285K

Between 2020 and 2025, reported annual revenue declined from $900K to $67K (-93%), with total assets most recently reported at $233K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AZ, CA, CO, DC, FL, GA, and 4 other states.

AZCACODCFLGAHIILKSMI

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for Optivest Foundation

Complete financials, all 207 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
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