Mar Vista Investment Partners Charitable
Mar Vista Investment Partners Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MINNETONKA, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $261K in total assets. In 2024, it awarded 11 grants totaling $41K. Net investment income was $15K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$261K
+24.0% YoY
Annual Giving
$41K
-46.9% YoY
Grant Count
11
-45.0% YoY
Avg Grant Size
$4K
-3.5% YoY
Under IRS private-foundation payout rules, Mar Vista Investment Partners Charitable reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.
About Mar Vista Investment Partners Charitable
Based on IRS filings
Mar Vista Investment Partners Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MINNETONKA, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $261K in total assets. In 2024, it awarded 11 grants totaling $41K. Net investment income was $15K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $261,255 | $210,728 | $195,658 |
| Revenue | $95,193 | $93,647 | $83,811 |
| Expenses | $44,099 | $78,577 | $76,811 |
| Qualifying Distributions | $42,783 | $78,097 | $76,417 |
| Net Investment Income | $14,537 | $13,214 | $3,417 |
| Distributable Amount | $15,573 | $13,381 | $11,707 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
94 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Soulnic Foundation ($15,000), Big Brother Big Sisters of Greater Los Angeles Inc ($10,000), Council of Urban Professionals Inc ($7,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ASHTALAKSHMI TEMPLE SUGAR LAND, TX | STATUE OF UNION | $460 |
| BIG BROTHER BIG SISTERS OF GREATER LOS ANGELES INC LOS ANGELES, CA | 2024 GOLF CLASSIC | $10,000 |
| BRANDON VALLEY SCHOOL DISTRICT BRANDON, SD | CHILD NUTRITION ANGEL FUND | $500 |
| CLEAN WATER FUND WASHINGTON, DC | SUPPORT OF PUBLIC PROGRAMS | $240 |
| COUNCIL OF URBAN PROFESSIONALS INC NEW YORK, NY | 2024 CORPORATE SPONSORSHIP | $7,000 |
| DOWN SYNDROME ASSOCIATION OF MINNESOTA SAINT PAUL, MN | 2024 STEP UP FOR DS | $5,000 |
| FREE WHEELCHAIR MISSION IRVINE, CA | 2024 MIRACLE OF MOBILITY SPONSORSHIP | $1,500 |
| SAMSKRITA BHARATHI BELLEVUE, WA | SUPPORT OF PUBLIC PROGRAMS | $40 |
| ST JOSEPH CATHOLIC CHURCH & SCHOOL WACONIA, MN | SUPPORT OF PUBLIC PROGRAMS | $500 |
| THE LUSKIN ORTHOPAEDIC INSTITUTE FOR CHILDREN LOS ANGELES, CA | TOYS & JOY | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT SCHMALTZ | PRESIDENT | 1 | — |
| BROOKE CLEMENTS | VICE PRESIDENT/TREASURER | 1 | — |
| SILAS A MYERS | DIRECTOR | 1 | — |
| JAMES REDINGTON | SECRETARY/TREASURER (UNTIL 8/1/24) | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Mar Vista Investment Partners Charitable?
Mar Vista Investment Partners Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MINNETONKA, MN. It holds $261K in total assets as of 2024.
How large is Mar Vista Investment Partners Charitable?
As of 2024, Mar Vista Investment Partners Charitable holds $261K in total assets with $95K in annual revenue. It awarded 11 grants totaling $41K in 2024.
Where does Mar Vista Investment Partners Charitable operate?
Mar Vista Investment Partners Charitable has awarded grants in California, Colorado, District of Columbia, Florida, Illinois, Massachusetts, Minnesota, New York, South Dakota, Texas, Washington.
What size grants does Mar Vista Investment Partners Charitable award?
In 2024, Mar Vista Investment Partners Charitable awarded 11 grants totaling $41K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Mar Vista Investment Partners Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Mar Vista Investment Partners Charitable reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Mar Vista Investment Partners Charitable's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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