Mar Vista Investment Partners Charitable
Mar Vista Investment Partners Charitable is a private foundation based in Minnetonka, Minnesota. It supports charitable organizations through grants; its 2025 filing lists grants to organizations in Minnesota, California, North Dakota, Washington, D.C., and Texas.
Mar Vista Investment Partners Charitable at a glance
In short: Mar Vista Investment Partners Charitable gave $9K across 11 grants in 2025 (avg $849.091), mostly in Minnesota. 64% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $9,340
- -77.1% vs 2024
- Grants made (2025)
- 11
- +0.0% vs 2024
- Average grant
- $849
- -77.1% vs 2024
- Median grant
- $350
- Total assets
- $344,553
- +31.9% vs 2024
- New grantees (estimate)
- 64% first-time grantees (7 of 11, 2025; small sample)
- Primary geography
- Minnesota (69% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Mar Vista Investment Partners Charitable
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. No application process or materials are specified.
- Contact
Mailing address: 6001 Shady Oak Rd 200, Minnetonka, MN 55343-9241
Phone: (952) 230-6143
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Mar Vista Investment Partners Charitable funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Down Syndrome Association of Minnesota ($5K). Together the top 10 received $9K.
Grant Size Distribution
81 grants across all recorded years
The most common grant size was under $50K: 81 grants of 81 (100%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went primarily to Minnesota recipients (69%) and California recipients (21%). North Dakota received 5%, Washington, D.C. 3%, and Texas 2%.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
States
Cities
Is Mar Vista Investment Partners Charitable open to new grantees?
64%
first-time grantees, 2025
In 2025, 7 of 11 grantees (64%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $300; repeat grants $2K. How we count
Medians: $293 first-time, $1K repeat.
- 36% of 2025 grantees were also funded in 2024. Method
- Giving fell 88% from 2022 to 2025. Method
- In 2025 it paid out 53% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $9K (2025) to $81K (2021). In 2025 it made 11 grants totaling $9K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Down Syndrome Association of Minnesota Saint Paul, MN | Support of Public Programs | $5,000 |
| Free Wheelchair Mission Irvine, CA | Support of Public Programs | $1,500 |
| Dakota Medical Foundation - 463 Foundation Fargo, ND | Support of Public Programs | $500 |
| Eden Prairie Boys Volleyball Eden Prairie, MN | Support of Public Programs | $500 |
| St Joseph Catholic Church & School Waconia, MN | Support of Public Programs | $500 |
| S V Temple Edina, MN | Support of Public Programs | $350 |
| Mammoth Mountains Ski Patrol Alumni Mammoth Lakes, CA | Support of Public Programs | $293 |
| Clean Water Fund Washington, DC | Support of Public Programs | $240 |
| Mammoth Community Foundation Mammoth Lakes, CA | Support of Public Programs | $207 |
| VT Seva Coppell, TX | Support of Public Programs | $150 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $344,553 | $93,622 | $9,857 | $9,340 | 11 | $9,655 | $73,575 | $18,061 |
| 2024 | $261,255 | $95,193 | $44,099 | $40,740 | 11 | $42,783 | $14,537 | $15,573 |
| 2023 | $210,728 | $93,647 | $78,577 | $76,722 | 20 | $78,097 | $13,214 | $13,381 |
| 2022 | $195,658 | $83,811 | $76,811 | $75,080 | 17 | $76,417 | $3,417 | $11,707 |
| 2021 | $189,148 | $107,933 | $82,157 | $80,946 | 22 | $81,793 | $30,620 | $11,991 |
| 2020 | $163,372 | $62,730 | $71,640 | $68,750 | 24 | — | $275 | $9,972 |
Under IRS private-foundation payout rules, Mar Vista Investment Partners Charitable reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included organizations working on disability inclusion and mobility, clean water, community interests, health, education, and other public programs. For example, the Down Syndrome Association of Minnesota describes its mission as empowering individuals and families and helping people with Down syndrome reach their potential in an accepting and inclusive community. Free Wheelchair Mission says it provides mobility to people with disabilities in developing nations. Clean Water Fund says it promotes clean, safe, and affordable water, while Mammoth Community Foundation says it advances the educational, sociological, and cultural interests of Mammoth Lakes and the surrounding area.
Grantmaking
In filing year 2025, the foundation gave $9,340 across 11 grants. Grant amounts ranged from $100 to $5,000, with a median grant of $350. The largest awards were $5,000 to the Down Syndrome Association of Minnesota, $1,500 to Free Wheelchair Mission, and $500 each to Dakota Medical Foundation – 463 Foundation, Eden Prairie Boys Volleyball, and St Joseph Catholic Church & School. All listed grants were designated for support of public programs.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Robert Schmaltz as president, Brooke Clements as vice president/treasurer, and Silas A Myers as director.
Mar Vista Investment Partners Charitable is led by Robert Schmaltz, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Robert Schmaltz
President
On filings since 2020
1 hr/week
No compensation reported
Silas A. Myers
Director
On filings since 2020
1 hr/week
No compensation reported
Brooke Clements
Vice President & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: James Redington (2020–2024) — Secretary & Treasurer
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Mar Vista Investment Partners Charitable
How much does Mar Vista Investment Partners Charitable give each year?
Mar Vista Investment Partners Charitable gave $9K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $41K across 11 grants.
What is Mar Vista Investment Partners Charitable's typical grant size?
Mar Vista Investment Partners Charitable's median grant in 2025 was $350, and its average grant was $849, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Mar Vista Investment Partners Charitable that year got $300 on average.
Where does Mar Vista Investment Partners Charitable give grants?
Mar Vista Investment Partners Charitable gives mostly in Minnesota: 69% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (21%) and North Dakota (5%). The most frequent recipient cities were Mammoth Lakes, CA (2 grants).
Does Mar Vista Investment Partners Charitable give general operating support?
Not in 2025: none of the 11 grants with a stated purpose on Mar Vista Investment Partners Charitable's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support of Public Programs" (11 grants).
Who are Mar Vista Investment Partners Charitable's largest grantees?
Mar Vista Investment Partners Charitable's largest 2025 grantees include Down Syndrome Association of Minnesota ($5,000), Free Wheelchair Mission ($1,500) and Dakota Medical Foundation - 463 Foundation ($500), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is Mar Vista Investment Partners Charitable?
Mar Vista Investment Partners Charitable reported $345K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Mar Vista Investment Partners Charitable fund?
No mission statement for the foundation is provided. Its 2025 grants included organizations working on disability inclusion and mobility, clean water, community interests, health, education, and other public programs. See mission & focus areas ↑
How do I apply for a grant from Mar Vista Investment Partners Charitable?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Mar Vista Investment Partners Charitable's EIN?
Mar Vista Investment Partners Charitable's EIN (Employer Identification Number) is 95-4715090. IRS Form 990 filing data is available on this page for 2020–2025.
Does Mar Vista Investment Partners Charitable accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Mar Vista Investment Partners Charitable funds
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