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Optivest Foundation

Dana Point, California  ·  EIN 260011296  ·  Private foundation

Optivest Foundation is a private foundation based in Dana Point, California. Its indexed IRS summary (FY2025) lists $48K in giving and $233K in assets. Bespoke Grants tracks 175 individual grants from this funder — $5.7M awarded across 2017–2024 — including its support for adult education. This public overview includes selected grant examples.

$48K
Indexed giving (FY2025)
$233K
Assets (FY2025)
175
Grants tracked
2024
Latest grant in this overview

What Optivest Foundation funds

Optivest Foundation's giving carries a documented focus on adult education, arts & culture, disability services, education, disaster relief & emergency aid, and related causes.

Adult EducationArts & CultureDisability ServicesEducationDisaster Relief & Emergency AidEnvironment & ConservationFaith-Based (Christian)Faith-BasedFood & AgricultureHealth Care

Populations it has supported include children, disabled, families, homeless population, immigrants & refugees, low-income communities.

childrendisabledfamilieshomeless populationimmigrants & refugeeslow-income communitiesrural communitiesolder adults

Selected grant examples

Up to three historical grant examples from public IRS filings are shown below, ordered by amount. This sample is not a complete funding history.

RecipientLocationGrantYear
National Christian Foundation
Scholarship - Donor Advised Fund: Expert guidance and creative giving solutions so Christian donors can maximize their philanthropic impact.
Costa Mesa, CA$372K2022
National Christian Foundation
Scholarship - Donor Advised Fund: Expert guidance and creative giving solutions so Christian donors can maximize their philanthropic impact.
Costa Mesa, CA$231K2023
National Christian Foundation
Scholarship - Donor Advised Fund: Expert guidance and creative giving solutions so Christian donors can maximize their philanthropic impact.
Costa Mesa, CA$168K2018

How to apply for funding from Optivest Foundation

Optivest Foundation's public IRS filing does not spell out a formal application process. That does not establish that applications are open. Check the foundation's official website or contact it directly for current guidelines before preparing or sending a request. You can review the foundation directly at optivestfoundation.org.

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Frequently asked questions about Optivest Foundation

Does Optivest Foundation accept grant applications?
Optivest Foundation's public filing does not specify an application process. A filing alone cannot confirm whether applications are currently open. Check the foundation's official website or contact it for current guidelines.
What does Optivest Foundation fund?
Optivest Foundation's grants focus on adult education. Example recipients include National Christian Foundation. Up to three historical grant examples appear above. Full indexed grant histories require All access at $19/month.
How much does Optivest Foundation give in grants?
Optivest Foundation's indexed IRS summary for FY2025 lists $48K in giving. Across all years in our data it has awarded $5.7M over 175 grants.
Where is Optivest Foundation located?
Optivest Foundation is based in Dana Point, California. Its IRS employer identification number (EIN) is 260011296.
How can I find foundations similar to Optivest Foundation?
Compare priorities, past recipients, and grant sizes with your program. Bespoke Grants includes one free successful search per account, for life, with up to three sourced matches. No card. Further searches and full research cost $19/month.

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About this profile. This page is built from Optivest Foundation's public IRS Form 990-PF and 990 filings, indexed by Bespoke Grants. Grant figures reflect filings available to date; Filings describe past activity and arrive with a lag. Financial summaries and grant records can cover different years. Bespoke Grants is not affiliated with Optivest Foundation. Always confirm current giving priorities and application procedures with the foundation directly before applying.