Question 1

Is Optivest Legacy Foundation a tax-exempt 501(c)(3)?

Accepted Answer

Yes — Optivest Legacy Foundation is recognised by the IRS as a 501(c)(3) organisation (EIN 99-4920246). The IRS recognised Optivest Legacy Foundation as tax-exempt in September 2025.

Question 2

What is Optivest Legacy Foundation's EIN?

Accepted Answer

Optivest Legacy Foundation's Employer Identification Number (EIN) is 99-4920246. The EIN was assigned by the IRS in September 2025. Donors and grantmakers use the EIN to verify tax-exempt status with the IRS.

Question 3

What does Optivest Legacy Foundation do?

Accepted Answer

Providing a free 1,300 square foot venue retreat center/event space for use by Christian-based non profit organizations for ministry programming, leadership retreats and training, and ministry development.

Question 4

Where is Optivest Legacy Foundation located?

Accepted Answer

Optivest Legacy Foundation is located at 24921 Dana Point Harbor Dr Ste B220, Dana Point, CA, 92629.

Question 5

When was Optivest Legacy Foundation founded or recognised by the IRS?

Accepted Answer

Optivest Legacy Foundation was recognised by the IRS as a tax-exempt organisation in September 2025. The IRS ruling date is the earliest authoritative date available for most US nonprofits.

Question 6

What is Optivest Legacy Foundation's annual revenue?

Accepted Answer

On its most recent Form 990 (fiscal year 2024), Optivest Legacy Foundation reported $2.9M in total revenue and $75K in total expenses.

Question 7

Has Optivest Legacy Foundation been auto-revoked by the IRS?

Accepted Answer

No — Optivest Legacy Foundation (EIN 99-4920246) does not appear on the IRS Auto-Revocation List. Givalgo Discover cross-references the IRS Auto-Revocation List on every profile load; if status changes, this page reflects it.

Question 8

Is Optivest Legacy Foundation listed in IRS Publication 78?

Accepted Answer

Yes — Optivest Legacy Foundation is listed in IRS Publication 78 as an organisation eligible to receive tax-deductible charitable contributions. Pub 78 status is the canonical IRS signal that donations to an org are deductible.

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Optivest Legacy Foundation

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