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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

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$7K

Total Expenses

$7K

Qualifying Distributions

$5K

Distributable Amount

$191

Min. Investment Return

$191

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

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OPTIMA CARES FOUNDATION — Grants, Financials & Contact | Grantivo