The California State Capitol

Form 990-PFTax year 2025EIN 26-0011296

Optivest Foundation

A private foundation in Dana Point, CA. Its return for tax year 2025 lists 10 grants and $47,995 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $47,995

    Grants listed
    10
    Assets, end of year
    $232,526
  • Tax year 2024

    $385,527

    Grants listed
    18
    Assets, end of year
    $223,983
  • Tax year 2023

    $1,232,221

    Grants listed
    27
    Assets, end of year
    $342,764
  • Tax year 2022

    $1,677,859

    Grants listed
    31
    Assets, end of year
    $329,631
  • Tax year 2021

    $1,041,896

    Grants listed
    30
    Assets, end of year
    $380,425
  • Tax year 2020

    $757,153

    Grants listed
    19
    Assets, end of year
    $285,092
  • Tax year 2019

    $732,446

    Grants listed
    22
    Assets, end of year
    $188,405
  • Tax year 2018

    $827,009

    Grants listed
    33
    Assets, end of year
    $135,148

Grants paid in 2025

10 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Harbor Point ChurchSan Juan Capo, CA

    Local church nonprofit serving the san juan capistrano and local communities.

    $13,000
  2. Northrise University InitiativeBelton, TX

    Providing quality, Christ-centered education opportunities and growing leaders in Zambia.

    $12,500
  3. Cedars-Sinai Medical CenterW Hollywood, CA

    providing medical assitance to the sick and those in need.

    $5,000
  4. Individual

    Missionary support working in Tajikistan to build a church, spread the Gospel and provide aid to those in need in hilltop villages.

    $5,000
  5. United Servants AbroadWellington, FL

    Support non-profit initiatives for those in need in Cuba

    $4,500
  6. Individual

    Financial support for R. Hunter who cannot work due to terminal illness.

    $2,500
  7. 3 Crosses ChurchCastro Valley, CA

    Church providing service and missions opportunities abroad.

    $2,500
  8. Individual

    Scholarship

    $1,925
  9. Capistrano Valley Christian SchoolSan Juan Capistrano, CA

    Christian education

    $570
  10. HomeWordSan Juan Capo, 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

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Religion1 grant $13,00037% of the total
  2. Education1 grant $12,50035% of the total
  3. Health1 grant $5,00014% of the total
  4. International aid1 grant $4,50013% of the total
  5. Youth development1 grant $5001% of the total

By State

Grants to organizations with a US address, latest year.

  1. California5 grants $21,570
  2. Arizona1 grant $12,500
  3. Florida1 grant $4,500

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Mark Van MourickPresident Hours 2Pay $0
  • Tricia Van MourickSecretary Hours 2Pay $0

The return

More foundations

Similar foundations

Same main cause (religion), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. The John and Margaret Snyder FoundationDana Point, CA 12 grants Preselected only $62,721 giving
  2. Henian FoundationFremont, CA 4 grants Preselected only $48,000 giving
  3. Konowiecki Family FoundationPacific Palisades, CA 2 grants Preselected only $48,500 giving
  4. Siman Charitable OrganizationCypress, CA 9 grants Preselected only $47,446 giving
  5. Doc Hentschl FoundationSan Diego, CA 9 grants Preselected only $47,200 giving