Optivest Foundation in Dana Point, California (CA)
| Employer Identification Number (EIN) | 26-0011296 |
| Name of Organization | Optivest Foundation |
| Previous Names | Mark Van Mourick Foundation (2004 - 2010) |
| Address | 24921 Dana Point Harbor Dr B220, Dana Point, CA 92629-2933 |
| Previous Addresses | 24921 Dana Point Harbor Dr B220, Dana Point, CA 92629-0000 (2022) 24921 Dana Point Harbor Dr B220, Dana Point, CA 92629-2933 (2020 - 2021) 24901 Dana Point Harbor Dr Ste 200, Dana Point, CA 92629-2930 (2018 - 2019) 24901 Dana Point Harbor Dr Ste 230, Dana Point, CA 92629-2930 (2017) 24901 Dana Pt Hbr Dr Ste 230, Dana Point, CA 92629-2930 (2012 - 2015) 24901 Dana Point Harbor Dr Ste 230, Dana Point, CA 92629-2930 (2008 - 2010) 2490 Dana Point Harbor Dr 230, Dana Point, CA 92629-0000 (2007) 30131 Town Center Dr Ste 145, Laguna Niguel, CA 92677-2010 (2004 - 2006) |
| Subsection(s) / Classification | Charitable Organization Educational Organization |
| Affiliation | Independent |
| Ruling Date | 09/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2023 |
| Asset | $100,000 to $499,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Accounting Period | December (12) |
| Asset Amount | $342,764 |
| Income Amount | $1,411,670 |
| Form 990 Revenue Amount | $0 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Organizations performing similar types of work
| Munger Charitable Tr Number Eight, William H Borthwick Ttee | Pasadena | CA |
| Munger Charitable Tr Number Two, William H Borthwick Ttee | Pasadena | CA |
| Munger Charitable Tr Number One, William H Borthwick Ttee | Pasadena | CA |
| Munger Charitable Tr Number Three, William H Borthwick Ttee | Pasadena | CA |
| Munger Charitable Tr Number Six, William H Borthwick Ttee | Pasadena | CA |
| Munger Charitable Tr Number Seven, William H Borthwick Ttee | Pasadena | CA |
| Munger Charitable Tr Number Four, William H Borthwick Ttee | Pasadena | CA |
| Munger Charitable Tr Number Five, William H Borthwick Ttee | Pasadena | CA |
| Management As A Liberal Art Foundation | Pasadena | CA |
| Khp Foundation | Palo Alto | CA |
Organizations performing similar types of work - median values
- Income amount
- Similar organizations: $205,180
This organization: $1,411,670 - Asset amount
- Similar organizations: $700,794
This organization: $342,764