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Foundations / California

Optivest Foundation

Preselected recipients only Dana Point, California · EIN 260011296

Optivest Foundation is a private foundation in Dana Point, California. In tax year 2025 it gave $47,995 in 10 grants; the typical grant was $3,500 and the largest $13,000. It only gives to organizations it selects itself and does not accept unsolicited applications.

From its IRS Form 990-PF for tax year 2025.

Giving in 2025 was down from $385,527 the year before.

75% of its 2025 grantees had not received a grant from it the year before, a sign it is open to new organizations.

Giving by year

Tax yearGrants paidNumber of grantsAssets
2023$1.2 million27$342,764
2024$385,52718$223,983
2025$47,99510$232,526

How to apply

Optivest Foundation says in its IRS filing that it only makes contributions to preselected organizations, so unsolicited applications are unlikely to be considered. Organizations it funds are usually invited.

Foundation website IRS filings on ProPublica

What Optivest Foundation funds

Where it gives

Its grants went to recipients in 4 states, the most to California.

StateGrantsAmount
California7$25,995
Arizona1$12,500
Georgia1$5,000
Florida1$4,500

Grants paid in 2025

All 10 grants
RecipientPurposeAmount
Harbor Point Church
San Juan Capistrano, CA
Local church nonprofit serving the san juan capistrano and local communities.$13,000
Northrise University Initiative
Scottsdale, AZ
Providing quality, Christ-centered education opportunities and growing leaders in Zambia.$12,500
Cedars-Sinai Medical Center
Los Angeles, CA
providing medical assitance to the sick and those in need.$5,000
Individual
GA
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
Support non-profit initiatives for those in need in Cuba$4,500
Individual
CA
Financial support for R. Hunter who cannot work due to terminal illness.$2,500
3 Crosses Church
Castro Valley, CA
Church providing service and missions opportunities abroad.$2,500
Emerald Cove Camp Star Rock Ministr
San Clemente, CA
Scholarship$1,925
Capistrano Valley Christian School
San Juan Capistrano, CA
Christian education$570
HomeWord
San Juan Capistrano, CA
Religious - 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.$500

Officers and trustees

As listed in Part VIII of the 2025 filing.

Questions people ask

Does Optivest Foundation accept grant applications?

No. Its IRS filing says it only makes contributions to preselected organizations.

How much does Optivest Foundation give?

$47,995 in tax year 2025, across 10 grants, with a typical grant of $3,500.

Who runs Optivest Foundation?

Its 2025 filing lists Mark Van Mourick (President) and Tricia Van Mourick (Secretary).

What does Optivest Foundation fund?

Based on its grants, mainly faith communities and education.

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