Public nonprofit record
OPTIVEST FOUNDATION
EIN 26-0011296 · Private Grantmaking Foundations (T20)
What they do
OPTIVEST FOUNDATION .
Money
Tax year 2025Financial picture
Revenue$67,262
Expenses$56,933
Assets$232,526
Income$67,262
Contributions$67,262
Grants given$7,503,589
Average grant$31,661
Stocks and bonds$50,000
About this charity
- Recognized since
- January 2002
- Location
- 24921 Dana Point Harbor Dr B220, Dana Point, CA 92629
- County
- Orange
- In care of
- Tricia Van Mourick
- Primary officer
- Tricia Van Mourick, Secretary
How to reach them
Filing and classification
- Latest tax year
- 2025
- Tax period began
- January 1, 2025
- Return type
- 990PF
- Tax preparer
- WERTZ & COMPANY LLP
- NTEE classification
- Private Grantmaking Foundations (T20)
- IRS tax category
- Private Grantmaking Foundations
- Grant-giving organization
- Yes
More public IRS record details
These are classification codes from the organization’s public nonprofit record.
- Subsection
- 03
- Affiliation
- 3
- Classification
- 1200
- Deductibility
- 1
- Foundation
- 04
- Organization
- 1
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