Private foundation (trust)EIN 260011296Est. 2002-09
Optivest Foundation
Dana Point, CA 92629
Total Assets
$224K
FY 2024
Annual Giving
$386K
FY 2024
Grants Made
18
FY 2024
Avg Grant
$21K
FY 2024
Grant Range
$500–$95K
Typical
Deadlines
—
Applications
Programs & Activities
Program 1
No direct charitable activities
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$409K
Total Expenses
$524K
Qualifying Distributions
$522K
Distributable Amount
$14K
Min. Investment Return
$14K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
18 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
128 grants
Grant Size Distribution
128 grants
Geographic Focus
14 states
+4 more states
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