Community Foundations
Orange County Community Foundation
IRVINE, CA
Total revenue
$167.9M
Total expenses
$95.0M
Net assets
$658.9M
Grants received
$281.3M
396 grants
EIN
330378778
Tax year
2023
Mission
See schedule o
Programs
2 programs
Field of interest and legacy in alignment with our commitment to faithfully steward the intentions of our donors, occf maintains several field of interest and legacy funds that award grants in arts and culture, education, environment, health, human services, special needs and nonprofit capacity building. Areas of focus over the past year have included a workforce development initiative to connect un- and under-employed oc residents to in-demand, middle-skills jobs, the oc social justice fund to strengthen local grassroots organizations, and the promising futures oc fund to support educational attainment for underserved youth. Total grants made through a competitive selection process from unrestricted and field of interest funds were $5,300,000.
Donor advised and scholarship funds contributions to donor advised funds (endowed and nonendowed) were $155,200,000. Grants from donor advised funds were $77,400,000. Occf also has over 60 scholarship funds that helped more than 325 students with scholarships totaling $1,300,000, including two countywide scholarship programs: 1) the hispanic education endowment fund and 2) the avid scholarship program. Other granting totaled $1,500,000.
Financials
FY 2023
Revenue
Expenses
People
27 listed
SHELLEY HOSS
CHIEF EXECUTIVE OFFICER
$447K
40 hrs/wk
TAMMY TUMBLING
PRESIDENT
$282K
40 hrs/wk
TRACY BRANSON
CHIEF FINANCIAL OFFICER
$232K
40 hrs/wk
CATHLEEN OTERO
CHIEF OPERATING OFFICER
$196K
40 hrs/wk
JOANNA KONG
BOARD MEMBER
—
0.5 hrs/wk
DR MARIA MINON
BOARD MEMBER
—
0.5 hrs/wk
KRISTEN MONSON
BOARD MEMBER
—
0.5 hrs/wk
TAM NGUYEN
BOARD MEMBER (AS OF 03/20/24)
—
0.5 hrs/wk
RACHID CHAMTIEH
CHAIR (AS OF 9/20/23)
—
2 hrs/wk
GADDI VASQUEZ
BOARD MEMBER
—
0.5 hrs/wk
FRAM VIRJEE
BOARD MEMBER (AS OF 03/20/24)
—
0.5 hrs/wk
PAUL WESTHEAD
BOARD MEMBER
—
0.5 hrs/wk
BOB WHALEN
BOARD MEMBER
—
0.5 hrs/wk
ARNOLD PINKSTON
BOARD MEMBER
—
0.5 hrs/wk
JOHN WILLIAMS
VICE CHAIR & SECRETARY
—
1 hrs/wk
DAN BOLAR
PAST CHAIR
—
0.5 hrs/wk
HERBERT BEDOLFE
BOARD MEMBER (THRU 09/20/23)
—
0.5 hrs/wk
RESHMA BLOCK
BOARD MEMBER (THRU 09/20/23)
—
0.5 hrs/wk
ANNA CABRAL
BOARD MEMBER (AS OF 03/20/24)
—
0.5 hrs/wk
DEANNA COLGLAZIER
BOARD MEMBER (THRU 09/20/23)
—
0.5 hrs/wk
KATE DUCHENE
FINANCE CHAIR
—
0.5 hrs/wk
PAUL KAGOO
BOARD MEMBER
—
0.5 hrs/wk
MARGITA BLATTNER
SR. DIRECTOR PHILANTHROPIC STRATEGY
$178K
40 hrs/wk
GREG CRAVENS
CONTROLLER
$158K
40 hrs/wk
NICOLE PERRY
ACCOUNTING MANAGER
$128K
40 hrs/wk
MONICA SEELY
SR. DIRECTOR, MARKETING AND COMMUNICATIONS
$124K
40 hrs/wk
CAROL FERGUSON
SR. DIRECTOR, DONOR & COMMUNITY ENGAGEMENT
$113K
40 hrs/wk
Independent contractors
CAMBRIDGE ASSOCIATES
INVESTMENT MANAGEMENT SERVICES
MOSS ADAMS LLP
ACCOUNTING & TAX SERVICES
Grants received
Showing 200 of 396
Funded by
$281.3M from 163 funders · 396 grants · 2017–2024
$82.2M · 7 grants · 2017–2023
$44.4M · 1 grant · 2023
$33.0M · 7 grants · 2017–2023
$30.1M · 5 grants · 2020–2024
$18.0M · 1 grant · 2020
$9.4M · 1 grant · 2018
$8.9M · 4 grants · 2020–2023
$7.8M · 8 grants · 2017–2023