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
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
Spicola Family Foundation
MINNETONKA, MN
Assets
—
Grants
3
Total Given
$410K
The Geyer Family Foundation
EDINA, MN
Assets
—
Grants
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Total Given
$35K
Love 4 One Another Charities
CHANHASSEN, MN
Assets
$8.5M
Grants
1
Total Given
$90K
Donald and Luella Zibell Family Foundation
NORTHFIELD, MN
Assets
—
Grants
8
Total Given
$80K
Minnesota Citizens Concerned
MINNEAPOLIS, MN
Assets
$745K
Grants
2
Total Given
$942K
Clearway Minnesota (sm)
MINNEAPOLIS, MN
Assets
—
Grants
6
Total Given
$442K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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