Optivest Foundation is a private 501(c)(3) grantmaking foundation based in Dana Point, California. Established in 2007, the foundation operates as a corporate foundation affiliated with Optivest Wealth Management. The organization functions as a philanthropic vehicle for strategic charitable giving, with a focus on Christian-centered causes and community impact initiatives.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$224K
-34.7% YoY
Annual Giving
$386K
-68.7% YoY
Grant Count
18
-33.3% YoY
Avg Grant Size
$21K
-53.1% YoY
Under IRS private-foundation payout rules, Optivest Foundation reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's vision is to make an impact through financial investments that change lives, for today and for eternity. The organization funds strategic opportunities that are holistic, collaborative, and Christ-honoring.
The foundation specifically directs grants to Christian ministries, defined by their service, outreach, and mission. Primary funding areas include:
- Christian causes and ministries
- Benevolence and humanitarian aid
- Scholarships and educational opportunities
- Missions and international development
- Gospel-centered mercy ministries
The foundation's approach emphasizes projects that fully address community and individual needs while empowering sustainable change.
Grantmaking
Funds are distributed for donations and scholarships toward great commission (evangelism) and great commandment (benevolence). Christian causes are expected to be the recipients of donations and scholarships.
Grant Range
s have ranged from $2,000 to $372,000, with an average award of approximately $44,000 and a median grant of $25,000
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Geographic Focus
Where this funder awards grants
The foundation primarily supports organizations in California, Georgia, and Arizona, which account for 76% of all grants. Grantmaking reaches organizations across nine states, including:
- California
- Georgia
- Arizona
- Colorado
- Kansas
- North Carolina
- New York
- Pennsylvania
- Texas
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Financial Data (2023):
- Total Assets: $342,764
- Total Revenue: $1,411,670
- Total Expenses: $1,359,370
- Expense Ratio: 96.3% of total revenue spent on programs
Asset Growth: Total assets have grown from $2,000 in 2010 to $224,000-$343,000 in recent years.
Annual Giving Trends:
- 2020: $757,000
- 2023: $1.2 million
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $223,983 | $342,764 | $329,631 |
| Revenue | $408,757 | $1,411,670 | $1,751,460 |
| Expenses | $523,994 | $1,359,370 | $1,832,527 |
| Qualifying Distributions | $521,746 | $1,357,139 | $1,830,559 |
| Net Investment Income | — | — | — |
| Distributable Amount | $14,040 | $17,599 | $22,027 |
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
125 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include National Christian Foundation ($95,277), Hope International ($50,000), Northrise University ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Forest Home Foundation Redlands, CA | Religious - Spread the word of God to all ages through camp experiences. | $40,000 |
| Hope International Lancaster, PA | Religious - Helping people escape proverty by Biblical training, savings opportunities & microloans. | $50,000 |
| Northrise University Scottsdale, AZ | Missions - Providing quality, Christ-centered education opportunities and growing leaders in Zambia | $50,000 |
| PB J Irvine, CA | Humanitarian Aid - Eradicating severe acute malnutrition via distribution of fortified peanut butter paste & Gospel in Malawi. | $5,000 |
| Congo Initiative Raleigh, NC | Religious - Build transformative leadership in the Democratic Republic of Congo. | $10,000 |
| Edify San Diego, CA | Religious - Building Christ-centered schools to education & opportunity for impoverished children across the globe. | $25,000 |
| HomeWord San Juan Capistrano, CA | Religious - advance the work of God in the world by educating, equipping, and encouraging parents and churches to build God-honoring families from generation to generation. | $25,000 |
| National Christian Foundation Costa Mesa, CA | Scholarship - Donor Advised Fund: Expert guidance and creative giving solutions so Christian donors can maximize their philanthropic impact. | $95,277 |
| Sedera Voahary Jesus Family Kingdom | In support of individual charity work & medical services in Madagascar. | $12,500 |
| Su Refugio Ministries San Diego, CA | Christ-centered aid to women and children in rural areas of Paruguay and Uraguay. Provide clothing, shelter and education opportunities. | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Board Members:
- Mark Van Mourick (Founder, President)
- Tricia Van Mourick (Secretary)
Both serve without compensation. The foundation is governed by 2 officers and trustees.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Mark Van Mourick | President | 2 | — |
| Tricia Van Mourick | Secretary | 2 | — |
Recent News & Activity
Recent developments and announcements
Optivest Wealth Management, the affiliated organization, operates under a unique business model that directs 10% of every client's fee toward philanthropy through the foundation. This approach creates a consistent funding mechanism for the foundation's grantmaking activities.
Press | Optivest Wealth ManagementSubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Optivest Foundation fund?
The foundation's vision is to make an impact through financial investments that change lives, for today and for eternity. The organization funds strategic opportunities that are holistic, collaborative, and Christ-honoring. The foundation specifically directs grants to Christian ministries, defined by their service, outreach, and mission. Primary funding areas include: • Christian causes and ministries • Benevolence and humanitarian aid • Scholarships and educational opportunities • Missions an…
How do I apply for a grant from Optivest Foundation?
**Grant Activity:** • Since inception in 2007, the foundation has invested over $10 million in people, projects, and causes • Made 27 grants in 2023 totaling approximately $1.2 million • Historical grantmaking activity peaked in 2022 with $1.7 million distributed across 31 grants • Grant sizes have ranged from $2,000 to $372,000, with an average award of approximately $44,000 and a median grant of $25,000 • The foundation has supported 46 unique organizations across its history **Recent Grant E…
Where does Optivest Foundation make grants?
The foundation primarily supports organizations in California, Georgia, and Arizona, which account for 76% of all grants. Grantmaking reaches organizations across nine states, including: • California • Georgia • Arizona • Colorado • Kansas • North Carolina • New York • Pennsylvania • Texas
What size grants does Optivest Foundation award?
In 2024, Optivest Foundation awarded 18 grants totaling $386K — an average of about $21K per grant, based on its IRS Form 990 filings.
How much is Optivest Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Optivest Foundation reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Optivest Foundation's EIN?
Optivest Foundation's EIN (Employer Identification Number) is 26-0011296. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Optivest Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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