Optivest Legacy Foundation in Dana Point, California (CA)
| Employer Identification Number (EIN) | 99-4920246 |
| Name of Organization | Optivest Legacy Foundation |
| Address | 24921 Dana Point Harbor Dr Ste B220, Dana Point, CA 92629-2933 |
| Subsection(s) / Classification | Charitable Organization Educational Organization Religious Organization |
| Affiliation | Independent |
| Ruling Date | 09/2025 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2024 |
| Asset | $1,000,000 to $4,999,999 |
| 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 | $2,314,902 |
| Income Amount | $2,886,721 |
| Form 990 Revenue Amount | $0 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Operating Foundations |
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Organizations performing similar types of work - median values
- Income amount
- Similar organizations: $83,182
This organization: $2,886,721 - Asset amount
- Similar organizations: $195,506
This organization: $2,314,902