Public nonprofit record
OPTIVEST LEGACY FOUNDATION
EIN 99-4920246 · Private Operating Foundations (T23)
What they do
OPTIVEST LEGACY FOUNDATION
Money
Tax year 2024Financial picture
Revenue$2,886,721
Expenses$74,935
Assets$2,314,902
Income$2,886,721
Contributions$2,852,520
Stocks and bonds$2,274,676
About this charity
- Recognized since
- January 2025
- Location
- 24921 Dana Point Harbor Dr Ste B220, Dana Point, CA 92629
- County
- Orange
- In care of
- Tricia Van Mourick
- Primary officer
- Tricia Van Mourick, Treasurer
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- September 12, 2024
- Return type
- 990PF
- Tax preparer
- WERTZ & COMPANY LLP
- NTEE classification
- Private Operating Foundations (T23)
- IRS tax category
- Private Operating Foundations
More public IRS record details
These are classification codes from the organization’s public nonprofit record.
- Subsection
- 03
- Affiliation
- 3
- Classification
- 1270
- Deductibility
- 1
- Foundation
- 03
- Organization
- 1
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