Optivest Foundation
Optivest Foundation is a private foundation based in Dana Point, California. Established in 2007, it funds strategic opportunities that it describes as holistic, collaborative, and Christ-honoring, and specifically gives to Christian ministries defined by their service, outreach, and mission.
Optivest Foundation at a glance
In short: Optivest Foundation gave $48K across 10 grants in 2025 (avg $5K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $47,995
- -87.6% vs 2024
- Grants made (2025)
- 10
- -44.4% vs 2024
- Average grant
- $4,800
- -77.6% vs 2024
- Median grant
- $3,500
- Total assets
- $232,526
- +3.8% vs 2024
- Primary geography
- California (54% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Optivest Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds. It states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 24921 Dana Point Harbor Dr B220, Dana Point, CA 92629
Phone: (949) 363-8686
Website: https://optivestfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Optivest Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Harbor Point Church ($13K). Together the top 10 received $48K.
Grant Size Distribution
116 grants across all recorded years
The most common grant size was under $50K: 78 grants of 116 (67%).
Geographic Focus
Where this funder awards grants
The foundation’s 2025 grants went to recipients in California, Arizona, Georgia, and Florida. California accounted for 54% of grant dollars, Arizona 26%, Georgia 10%, and Florida 9%. Its website also lists current projects in locations including Moldova, Malawi, Zambia, Latin America, Africa, Eastern Europe, Asia, California, South Africa, Madagascar, the Dominican Republic, and Tanzania.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
States
Cities
How Optivest Foundation gives
- Giving fell 97% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $48K (2025) to $1.7M (2022). In 2025 it made 10 grants totaling $48K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Harbor Point Church San Juan Capistrano, CA | Local church nonprofit serving the san juan capistrano and local communities. | $13,000 |
| Northrise University Initiative Scottsdale, AZ | Providing quality, Christ-centered education opportunities and growing leaders in Zambia. | $12,500 |
| Cedars-Sinai Medical Center Los Angeles, CA | providing medical assitance to the sick and those in need. | $5,000 |
| KHURSHED Zokirov Snellville, GA | Missionary support working in Tajikistan to build a church, spread the Gospel and provide aid to those in need in hilltop villages. | $5,000 |
| United Servants Abroad West Palm Beach, FL | Support non-profit initiatives for those in need in Cuba | $4,500 |
| Cash Distributions Dana Point, CA | Financial support for R. Hunter who cannot work due to terminal illness. | $2,500 |
| 3 Crosses Church Castro Valley, CA | Church providing service and missions opportunities abroad. | $2,500 |
| Emerald Cove Camp Star Rock Ministr San Clemente, CA | Scholarship | $1,925 |
| Capistrano Valley Christian School San Juan Capistrano, CA | Christian Education | $570 |
| 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. | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $232,526 | $67,262 | $56,933 | $47,995 | 10 | $54,665 | $3,097 |
| 2024 | $223,983 | $408,757 | $523,994 | $385,527 | 18 | $521,746 | $14,040 |
| 2023 | $342,764 | $1,411,670 | $1,359,370 | $1,232,221 | 27 | $1,357,139 | $17,599 |
| 2022 | $329,631 | $1,751,460 | $1,832,527 | $1,677,859 | 31 | $1,830,559 | $22,027 |
| 2021 | $380,425 | $1,222,271 | $1,127,261 | $1,041,896 | 30 | $1,126,115 | $18,066 |
| 2020 | $285,092 | $900,140 | $817,648 | $757,153 | 19 | — | $10,791 |
Under IRS private-foundation payout rules, Optivest Foundation reported a distributable amount of $3K 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
The foundation’s stated vision is to make an impact through financial investments that change lives, for today and for eternity. Its website says its giving is directed to Christian ministries and that its approach aims to address the needs of communities and individuals while empowering sustainable change.
Its 2025 grants included support for churches, Christian education, missionary work, medical assistance, international aid, and individual assistance. Grantee descriptions provide further examples: Cedars-Sinai Medical Center describes its mission as elevating the health status of communities through healthcare, research, and education; United Servants Abroad says it sends short-term mission teams to support churches overseas; and HomeWord says it works to educate, equip, and encourage parents and churches to build God-honoring families.
Grantmaking
In filing year 2025, the foundation reported 10 grants totaling $47,995. Grants ranged from $500 to $13,000, with a median of $3,500. Notable awards included $13,000 to Harbor Point Church in San Juan Capistrano, California; $12,500 to Northrise University Initiative in Scottsdale, Arizona, for Christ-centered education opportunities and leadership development in Zambia; and $5,000 each to Cedars-Sinai Medical Center and missionary Khurshed Zokirov.
Other 2025 grants included $4,500 to United Servants Abroad for nonprofit initiatives serving people in Cuba; $2,500 to 3 Crosses Church; $1,925 to Emerald Cove Camp Star Rock Ministries for a scholarship; $570 to Capistrano Valley Christian School; and $500 to HomeWord.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Mark Van Mourick as president and Tricia Van Mourick as secretary. The foundation’s website identifies Mark and Trish Van Mourick as founders and lists Shannon Kavlich as a current board member.
Optivest Foundation is led by Mark Van Mourick, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Mark Van Mourick
President
On filings since 2020
2 hrs/week
No compensation reported
Tricia Van Mourick
Secretary
On filings since 2020
2 hrs/week
No compensation reported
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 Optivest Foundation
How much does Optivest Foundation give each year?
Optivest Foundation gave $48K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $386K across 18 grants.
What is Optivest Foundation's typical grant size?
Optivest Foundation's median grant in 2025 was $3,500, and its average grant was $4,800, across 10 grants on its 2025 IRS Form 990-PF.
Where does Optivest Foundation give grants?
Optivest Foundation gives mostly in California: 54% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Arizona (26%) and Georgia (10%). The most frequent recipient cities were San Juan Capistrano, CA (3 grants).
Does Optivest Foundation give general operating support?
Not in 2025: none of the 10 grants with a stated purpose on Optivest Foundation's 2025 IRS Form 990-PF were described as general or operating support.
Who are Optivest Foundation's largest grantees?
Optivest Foundation's largest 2025 grantees include Harbor Point Church ($13,000), Northrise University Initiative ($12,500) and Cedars-Sinai Medical Center ($5,000), according to its 2025 IRS Form 990-PF. Together they received 64% of its itemized 2025 grant dollars.
How large is Optivest Foundation?
Optivest Foundation reported $233K in total assets on its 2025 IRS Form 990-PF. It paid out $55K in qualifying distributions that year, against a required minimum of $3K (roughly 5% of its investment assets).
What does Optivest Foundation fund?
The foundation’s stated vision is to make an impact through financial investments that change lives, for today and for eternity. See mission & focus areas ↑
How do I apply for a grant from Optivest Foundation?
The foundation does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Optivest Foundation 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
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