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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 most recent IRS Form 990-PF reports $757K in grants paid and $285K in total assets. Bespoke Grants tracks 175 individual grants from this funder — $5.7M awarded across 2017–2024 — including its support for adult education. Below is its full funding profile.

$757K
Annual giving (FY2020)
$285K
Total assets
175
Grants tracked
2024
Most recent grant

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

Grant history

The largest grants Bespoke Grants has on record for Optivest Foundation, by amount:

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
National Christian Foundation
Scholarship - Donor Advised Fund: Expert guidance and creative giving solutions so Christian donors can maximize their philanthropic impact.
Costa Mesa, CA$149K2020
Northrise University
Missions - Providing quality, Christ-centered education opportunities and growing leaders in Zambia
Scottsdale, AZ$125K2022
Lori Schenkenberger
Benevolence - assist the Schenkenberger family purchase a Sprinter Van in order to be able to transport Steve to medical appointments; assis
San Juan Capistrano, CA$124K2017
Operation Mobilization USA
Missions - Christ-centered rehabilitation for disabled Afghan refugees & crisis response in Bangladesh
Tyrone, GA$100K2022
Justice Rising International
Humanitarian Aid - Educating children living in war zones to provide alternatives from poverty, child soldiering, and reverse the effects of
Los Angeles, CA$100K2022
Northrise University
Missions - Providing quality, Christ-centered education opportunities and growing leaders in Zambia
Scottsdale, AZ$100K2023
National Christian Foundation
Scholarship - Donor Advised Fund: Expert guidance and creative giving solutions so Christian donors can maximize their philanthropic impact.
Costa Mesa, CA$95K2024
Northrise University
Missions - providing a Christ-centered education and equipping men and women to work in ministry
Irvine, CA$92K2017
Northrise University
Missions - Providing quality, Christ-centered education opportunities and growing leaders in Zambia
Scottsdale, AZ$91K2020
Northrise University
Missions - Providing quality, Christ-centered education opportunities and growing leaders in Zambia
Irvine, CA$90K2018
Hope International
Religious - Helping people escape proverty by Biblical training, savings opportunities & microloans.
Lancaster, PA$88K2022
Children's Hunger Fund
Humanitarian Aid - Gospel-centered mercy ministry delivering food to hungry children across US and globally.
Pasadena, CA$88K2022

Optivest Foundation giving by year

Total grants Bespoke Grants has indexed for each filing year:

2017$801K
2018$827K
2020$757K
2022$1.7M
2023$1.2M
2024$386K

How to apply for funding from Optivest Foundation

Optivest Foundation's public IRS filing does not spell out a formal application process. Foundations of this size often give primarily to organizations they already know, so a concise letter of inquiry or a warm introduction is usually the best first contact — not a full proposal. 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 brief letter of inquiry or a warm introduction is usually the best first step with a private foundation of this size.
What does Optivest Foundation fund?
Optivest Foundation's grants focus on adult education. Recent recipients include National Christian Foundation, National Christian Foundation, National Christian Foundation. Its full grant history is listed above.
How much does Optivest Foundation give in grants?
Optivest Foundation reported $757K in grants in its most recent IRS filing (FY2020). 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?
Bespoke Grants matches your nonprofit against 225,000+ foundations like Optivest Foundation, ranking each by how well it fits your mission, location, and budget — with the reasoning shown. It is free to search.

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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 alongside 13M+ grants from 225,000+ U.S. foundations. Grant figures reflect filings available to date; IRS data publishes on a 1–2 year lag. Bespoke Grants is not affiliated with Optivest Foundation. Always confirm current giving priorities and application procedures with the foundation directly before applying.