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 $0
National Taxonomy of Exempt Entities (NTEE) Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations
Created with Highcharts 7.0.3Amount ($)Financial snapshotRevenueAssetsExpenses2004200620072008200920102011201220132014201520172018201920202021202220230200k400k600k800k

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Organizations performing similar types of work - median values

Income amount
Similar organizations: $188,500
This organization: $1,411,670
Asset amount
Similar organizations: $679,927
This organization: $342,764