Private foundation (trust)EIN 872445692Est. 2022-07
OPTIMA CARES FOUNDATION
SANTA ANA, CA 92707
Total Assets
$3K
FY 2023
Annual Giving
—
FY 2023
Grants Made
0
FY 2023
Avg Grant
—
FY 2023
Grant Range
—
Typical
Deadlines
—
Applications
Programs & Activities
Program 1
Foundation will be a non-operating charitable foundation whose exempt activities will include granting funds to us public charities that support the charitable activities of the employees of optima financial group, llc. Public charities will be selected by a committee which is made up of employees of optima financial group, llc. The selection process is currently being developed but will be either by an application process whereby public charities may submit application for consideration of funding or by research conducted by employees of optima financial group, llc to select public charities that support and exemplify the charitable goals of the employees of the company.
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$7K
Total Expenses
$7K
Qualifying Distributions
$5K
Distributable Amount
$191
Min. Investment Return
$191
Payout rate
Qualifying distributions as a share of distributable amount.
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