NonprofitsOrange County Community Foundation

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.

Expenses: $6.4MGrants: $5.3M

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.

Expenses: $82.0MGrants: $80.2M

Financials

FY 2023

Revenue

Contributions & grants$160.2M
Program service revenue
Investment income$7.9M
Other revenue
Total revenue$167.9M

Expenses

Grants paid$86.0M
Salaries & benefits$4.7M
Fundraising$1.3M
Other expenses$4.3M
Total expenses$95.0M
Total assets$688.2M
Net assets$658.9M

People

27 listed

NameRoleCompensation

SHELLEY HOSS

CHIEF EXECUTIVE OFFICER

Board

$447K

40 hrs/wk

TAMMY TUMBLING

PRESIDENT

Board

$282K

40 hrs/wk

TRACY BRANSON

CHIEF FINANCIAL OFFICER

Board

$232K

40 hrs/wk

CATHLEEN OTERO

CHIEF OPERATING OFFICER

Board

$196K

40 hrs/wk

JOANNA KONG

BOARD MEMBER

Board

0.5 hrs/wk

DR MARIA MINON

BOARD MEMBER

Board

0.5 hrs/wk

KRISTEN MONSON

BOARD MEMBER

Board

0.5 hrs/wk

TAM NGUYEN

BOARD MEMBER (AS OF 03/20/24)

Board

0.5 hrs/wk

RACHID CHAMTIEH

CHAIR (AS OF 9/20/23)

Board

2 hrs/wk

GADDI VASQUEZ

BOARD MEMBER

Board

0.5 hrs/wk

FRAM VIRJEE

BOARD MEMBER (AS OF 03/20/24)

Board

0.5 hrs/wk

PAUL WESTHEAD

BOARD MEMBER

Board

0.5 hrs/wk

BOB WHALEN

BOARD MEMBER

Board

0.5 hrs/wk

ARNOLD PINKSTON

BOARD MEMBER

Board

0.5 hrs/wk

JOHN WILLIAMS

VICE CHAIR & SECRETARY

Board

1 hrs/wk

DAN BOLAR

PAST CHAIR

Board

0.5 hrs/wk

HERBERT BEDOLFE

BOARD MEMBER (THRU 09/20/23)

Board

0.5 hrs/wk

RESHMA BLOCK

BOARD MEMBER (THRU 09/20/23)

Board

0.5 hrs/wk

ANNA CABRAL

BOARD MEMBER (AS OF 03/20/24)

Board

0.5 hrs/wk

DEANNA COLGLAZIER

BOARD MEMBER (THRU 09/20/23)

Board

0.5 hrs/wk

KATE DUCHENE

FINANCE CHAIR

Board

0.5 hrs/wk

PAUL KAGOO

BOARD MEMBER

Board

0.5 hrs/wk

MARGITA BLATTNER

SR. DIRECTOR PHILANTHROPIC STRATEGY

Staff

$178K

40 hrs/wk

GREG CRAVENS

CONTROLLER

Staff

$158K

40 hrs/wk

NICOLE PERRY

ACCOUNTING MANAGER

Staff

$128K

40 hrs/wk

MONICA SEELY

SR. DIRECTOR, MARKETING AND COMMUNICATIONS

Staff

$124K

40 hrs/wk

CAROL FERGUSON

SR. DIRECTOR, DONOR & COMMUNITY ENGAGEMENT

Staff

$113K

40 hrs/wk

Independent contractors

CAMBRIDGE ASSOCIATES

INVESTMENT MANAGEMENT SERVICES

$531K

MOSS ADAMS LLP

ACCOUNTING & TAX SERVICES

$126K

Grants received

Showing 200 of 396

FromAmountPurposeYear
$9.9M
GENERAL SUPPORT
2024
$3.9M
GENERAL PURPOSE
2024
$1.3M
SUPPORT CHARITABLE ORGANIZATIONS EXEMPT PURPOSE
2024
$1.2M
GENERAL OPERATING
2024
$400K
CIVIC ENGAGEMENT
2024
$380K
COMMUNITY & HUMAN SERVICES
2024
$300K
General Support of Charity
2024
$300K
General Support of Charity
2024
$200K
GENERAL OPERATION
2024
$200K
TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
2024
$171K
GENERAL OPERATIONS
2024
$150K
SUPPORT FOR THE AFRICAN AMERICAN ALLIANCE FUND
2024
$122K
TRUSTEE RECOMMENDED GRANTS
2024
$120K
SEE SCHEDULE O MISSION STATEMENT.
2024
$115K
WORK FORCE DEVELOPMENT
2024
$81K
ANNUAL MEETING / POWERING GOOD CAMPAIGN/ EDUCATION
2024
$70K
General Operations
2024
$50K
Public, Societal Benefit
2024
$50K
SUPPORT POWERING GOOD FUND AND ENVIRONMENT FUND
2024
$42K
UNRESTRICTED
2024
$42K
GRANTS FOR PHILANTHROPIC PURPOSES
2024
$30K
BCCC SCHOLARSHIP & POWERING FOR GOOD FUND
2024
$30K
GENERAL FUND
2024
$28K
GENERAL SUPPORT
2024
$25K
GENERAL SUPPORT
2024
$21K
TO FUND EXEMPT PURPOSE PROGRAM.
2024
$20K
GENERAL SUPPORT
2024
$10K
POWERING GOOD & 35TH ANNIVERSARY PARTNER EVENT AT THE SILVER SPONSORSHIP LEVEL
2024
$6K
SHADY CANYON EMPLOYEE SCHOLARSHIP FUND
2024
$5K
GENERAL OPERATIONS FOR THE EMPLOYEE SCHOLARSHIP FUND
2024
$5K
GENERAL SUPPORT
2024
$4K
PROFESSIONAL DEVELOPMENT
2024
$3K
SUPPORT LOCAL COMMUNITY CHARITIES
2024
$2K
2024 FAMILY FOUNDATION ALLIANCE SPONSORSHIP
2024
$1K
GENERAL FUND
2024
$1K
PACIFIC CLUB EMPLOYEE SCHOLARSHIP FUND
2024
$1K
GENERAL PROGRAM SUPPORT
2024
$1K
BIG CANYON COUNTRY CLUB SCHOLARSHIP FUND
2024
$1K
FAMILY FOUNDATION ALLIANCE
2024
$1K
Philanthropy Education
2024
$1K
GENERAL OPERATING
2024
$600
SUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION
2024
$500
COMMUNITY FOUNDATION SUPPORT.
2024
$200
GENERAL SUPPORT
2024
$44.4M
CHERESE MARI LAULHERE DAF
2023
$7.5M
GENERAL SUPPORT
2023
$1.5M
George and Bob fund (see general explanation)
2023
$1.5M
George and Bob Fund
2023
$1.3M
GENERAL OPERATING
2023
$1.1M
For grant recipient's exempt purposes
2023
$1.0M
SUPPORT ORGANIZATION-DAF
2023
$569K
PROGRAM SUPPORT
2023
$500K
GENERAL DONATION
2023
$473K
PUBLIC, SOCIETAL BENEFIT
2023
$356K
COMMUNITY & HUMAN SERVICES
2023
$300K
SUPPORTING CHARITABLE ORGANIZATION'S EXEMPT PURPOSES
2023
$250K
General Support of Charity
2023
$200K
2023 OPERATIONAL DEFICIT
2023
$200K
GENERAL OPERATION
2023
$165K
GENERAL OPERATING
2023
$115K
GENERAL SUPPORT OF CHARITY
2023
$110K
WORK FORCE DEVELOPMENT
2023
$100K
SUPPORT FOR THE AFRICAN AMERICAN ALLIANCE FUND
2023
$100K
COMMUNITY & HUMAN SERVICES
2023
$94K
PUBLIC, SOCIETAL BENEFIT
2023
$92K
GENERAL OPERATIONS
2023
$84K
General Operations
2023
$83K
UNRESTRICTED
2023
$83K
PROGRAM SUPPORT
2023
$70K
GENERAL CONTRIBUTION
2023
$68K
EDUCATION / IMPACT PHILANTHROPY GRANT POOL
2023
$65K
GENERAL CHARITABLE PURPOSES
2023
$61K
TRUSTEE RECOMMENDED GRANTS
2023
$60K
PIMCO - The Leadership Fund
2023
$60K
UNRESTRICTED GENERAL SUPPORT
2023
$50K
GENERAL FUND
2023
$45K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$44K
GENERAL SUPPORT
2023
$28K
GENERAL SUPPORT
2023
$25K
GENERAL SUPPORT
2023
$25K
FOR SUPPORTING COMMUNITY NEEDS AND PHILANTHROPY IN ORANGE COUNTY.
2023
$25K
DONATION FOR AREA OF GREATEST NEED.
2023
$24K
GENERAL OPERATIONS
2023
$23K
TRUSTEE RECOMMENDED GRANTS
2023
$23K
TRUSTEE RECOMMENDED GRANTS
2023
$20K
OC OPPORTUNITY INITIATIVE AND OCCF 2023 ANNUAL MEETING
2023
$20K
SCHOLARSHIP FUND
2023
$18K
TRUSTEE RECOMMENDED GRANTS
2023
$15K
GENERAL CONTRIBUTION
2023
$10K
ANNUAL MEETING / POWERING GOOD CAMPAIGN/ EDUCATION
2023
$10K
OC Workforce Development through Hispanic Education endowment fund
2023
$8K
PIMCO - The Leadership Fund
2023
$6K
SUPPORT FOR EDUCATIONAL PURPOSES DESCRIBED IN BYLAWS
2023
$5K
TO PROVIDE FUNDS FOR THE ENTITY'S OPERATIONS AND SUPPORT ITS MISSION.
2023
$5K
Contribution to General Fund.
2023
$5K
GRANTS FOR PHILANTHROPIC PURPOSES
2023
$4K
PROFESSIONAL DEVELOPMENT
2023
$3K
Impact Philanthropy Fund
2023
$2K
GENERAL SUPPORT
2023
$2K
SUPPORT LOCAL COMMUNITY CHARITIES
2023
$2K
GENERAL FUND
2023
$1K
General Operating
2023
$1K
FAMILY FOUNDATION ALLIANCE
2023
$1K
GENERAL OPERATING SUPPORT
2023
$1K
SCHOLARSHIP FUND
2023
$1K
PACIFIC CLUB EMPLOYEE SCHOLARSHIP FUND
2023
$1K
Philanthropy Education
2023
$1K
BIG CANYON COUNTRY CLUB SCHOLARSHIP FUND
2023
$500
COMMUNITY FOUNDATION SUPPORT.
2023
$500
Community Betterment
2023
$500
GENERAL SUPPORT TO SUPPORT THE FOUNDATION IN PROVIDING LONG-TERM LEADERSHIP IN MANY AREAS OF ORANGE COUNTY SUCH AS HUMAN SERVICES, EDUCATION, HEALTH AND WELLNESS, ENVIRONMENT, THE ARTS, AND COMMUNITY DEVELOPMENT.
2023
$500
SUPPORT OF OTHER CHARITABLE ORGANIZATIONS
2023
$250
EDUCATION
2023
General Fund
2023
$52.1M
PROGRAM SUPPORT
2022
$5.3M
MARISLA FUND
2022
$4.1M
donor adviser fund - George and Bob Fund
2022
$1.7M
GENERAL OPERATING
2022
$1.1M
CHARITABLE PURPOSE
2022
$1.1M
For grant recipient's exempt purposes
2022
$492K
PUBLIC, SOCIETAL BENEFIT
2022
$432K
PHILANTHROPIC ACTIVITY
2022
$400K
To support workforce development
2022
$400K
GENERAL OPERATING SUPPORT
2022
$335K
GENERAL OPERATING
2022
$302K
COMMUNITY & HUMAN SERVICES
2022
$250K
General Support of Charity
2022
$225K
GENERAL OPERATIONS
2022
$222K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$208K
GENERAL SUPPORT OF CHARITY
2022
$200K
TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
2022
$195K
SUPPORTING CHARITABLE ORGANIZATION'S EXEMPT PURPOSES
2022
$180K
EDUCATION / IMPACT PHILANTHROPY GRANT POOL
2022
$160K
CONNECTING DONORS WITH NONPROFITS WORKING TO ENHANCE THE QUALITY OF LIFE IN THE ORANGE COUNTY COMMUNITY.
2022
$135K
PUBLIC, SOCIETAL BENEFIT
2022
$126K
COMMUNITY FOUNDATIONS
2022
$125K
PROMOTING HEALTH FOR RACIAL AND IMMIGRANT JUSTICE: TO SUPPORT INCLUSIVE, HEALTH-PROMOTING NARRATIVE CHANGE, STRATEGIC COMMUNICATIONS, LEGAL SERVICES AND MOVEMENT BUILDING AROUND IMMIGRATION RELIEF IN CALIFORNIA AND TO SUPPORT GRASSROOTS BLACK POWER BUILDING AND ORGANIZING THAT ADVANCES HEALTH AND RACIAL JUSTICE IN ORANGE COUNTY.
2022
$110K
GENERAL OPERATIONS
2022
$106K
General Operations
2022
$100K
WORK FORCE DEVELOPMENT
2022
$78K
GENERAL OPERATIONS
2022
$75K
TRANSFER TO DAF
2022
$70K
GENERAL CHARITABLE PURPOSES
2022
$68K
PROGRAM SUPPORT
2022
$61K
TRUSTEE RECOMMENDED GRANTS
2022
$57K
SUPPORT FOR ORGANIZATION
2022
$55K
PROGRAM SUPPORT
2022
$50K
NEEDY
2022
$38K
GENERAL SUPPORT
2022
$31K
TRUSTEE RECOMMENDED GRANT
2022
$26K
PHILANTHROPY
2022
$20K
TRUSTEE RECOMMENDED GRANTS
2022
$20K
OC OPPORTUNITY INITIATIVE AND OCCF 2022 ANNUAL MEETING
2022
$18K
SCHOLARSHIP FUND; MASTERS PROGRAM
2022
$15K
ANNUAL MEETING / POWERING GOOD CAMPAIGN/ EDUCATION
2022
$15K
Support Organization
2022
$10K
TRUSTEE RECOMMENDED GRANTS
2022
$10K
OC Workforce Development through Hispanic Education endowment
2022
$10K
The TK Foundation Spirit Fund
2022
$10K
TO PROVIDE FUNDING TO THE UKRAINE FREEDOM FOUNDATION
2022
$7K
COOK ENDOWED FUND
2022
$5K
TO PROVIDE FUNDS FOR THE ENTITY'S OPERATIONS AND SUPPORT ITS MISSION.
2022
$5K
BOARD LEADERSHIP MATCH
2022
$5K
UNRESTRICTED GENERAL SUPPORT
2022
$5K
KYLE BOLLAR CHANGES THE WORLD
2022
$5K
CHARITABLE
2022
$5K
OCCF - Annual Meeting (fund raising for OC community needs)
2022
$4K
PROFESSIONAL DEVELOPMENT
2022
$3K
SOCIAL SERVICES
2022
$2K
GENERAL SUPPORT
2022
$2K
ENHANCE THE QUALITY OF LIFE IN ORANGE COUNTY
2022
$2K
SUPPORT LOCAL COMMUNITY CHARITIES
2022
$1K
FOUNDATION GOAL
2022
$1K
SUPPORT FOR EDUCATIONAL PURPOSES DESCRIBED IN BYLAWS
2022
$1K
BIG CANYON COUNTY CLUB SCHOLARSHIP FUND
2022
$1K
BIG CANYON COUNTRY CLUB SCHOLARSHIP
2022
$1K
EDUCATION/YOUTH DEVELOPMENT
2022
$1K
Ukraine Freedom Foundation fund
2022
$1K
GENERAL DONATION
2022
$1K
GENERAL OPERATING SUPPORT
2022

Funded by

$281.3M from 163 funders · 396 grants · 2017–2024

Occf Supporting Organization

$82.2M · 7 grants · 2017–2023

Cherese Mari Laulhere Foundation

$44.4M · 1 grant · 2023

Donor Advised Charitable Giving Inc

$33.0M · 7 grants · 2017–2023

The Marisla Foundation

$30.1M · 5 grants · 2020–2024

Brethren Community Foundation Inc

$18.0M · 1 grant · 2020

The Keith And Judy Swayne Family

$9.4M · 1 grant · 2018

The Linda and Mike Mussallem Foundation

$8.9M · 4 grants · 2020–2023

Fidelity Investments Charitable Gift Fund

$7.8M · 8 grants · 2017–2023

Details

EIN330378778
NTEE codeT310
Subsection03
Ruling date1994-11
Formed1989
Employees39
Volunteers100
ORANGE COUNTY COMMUNITY FOUNDATION — Mission, Financials & Grants Received | Grantivo