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 Private Grantmaking Foundations NTEE: T20 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

Education
$2,579,866 51 grants
International Aid & Development
$852,421 26 grants
Religion & Spirituality
$684,436 34 grants
Food Assistance & Nutrition
$478,624 11 grants
Youth Development
$477,000 13 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.

Similar Organizations in CA

WENHUA FOUNDATION
SAN JOSE, CA · Private Grantmaking Foundations
EDWARD K MARTIN FOUNDATION INC
Clovis, CA · Private Grantmaking Foundations
THE CHRIS AND MELODY MALACHOWSKY FAMILY FOUNDATION
CAMPBELL, CA · Private Grantmaking Foundations
CM CHEN FOUNDATION INC CO PHILIP L CHAN CPA
PASADENA, CA · Private Grantmaking Foundations
THE YU FAMILY FOUNDATION
MILPITAS, CA · Private Grantmaking Foundations

Browse all nonprofits & foundations in Dana Point, →

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 880,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
Start Free Trial → Log In
7-day free trial Cancel any time