EIN 33-0378778

Orange County Community Foundation (OCCF)

IRS 501(c) type
501(c)(3)
Num. employees
40
City
Year formed
1989
Most recent tax filings
2022-06-01
NTEE code, primary
Description
The Orange County Community Foundation's (OCCF) mission is to encourage, support, and facilitate philanthropy in Orange County.
Total revenues
$121,228,987
2022
Total expenses
$83,265,675
2022
Total assets
$472,269,104
2022
Num. employees
40
2022

Program areas at OCCF

Discretionaryin alignment with our mission to catalyze sustainable Community impact, occf continued to direct its discretionary resources toward multiple initiatives: 1) workforce development initiative, $285,000 to connect educational institutions and workforce development programs to in-demand, middle-skills jobs within targeted sectors in Orange County via formalized pipelines; 2) oc veterans initiative, $261,600 toward assessment, referral, transition support, health, and career advancement for veterans returning to Orange County; and 3) oc opportunity initiative, $784,000 toward ensuring immigrants successfully integrate into the economic and civic life of our Community. These initiatives are much more than responsive grant programs. In each of these initiatives, occf is the trusted Community partner with the relationships to both assemble and leverage funding resources, and the capacity to facilitate stronger partnership between nonprofits to achieve collective impact. With a relatively modest investment of our discretionary grant funds, occf leveraged the contributions of a broad array of donors and funders to magnify our collective impact. In addition, occf continues to support local nonprofits though oc nonprofit central, a publicly available database of over 600 nonprofits located in or serving Orange County.
Donor advised and scholarship funds contributions to donor advised funds (endowed and nonendowed) were $91,282,000. Grants from donor advised funds were $90,148,000. Occf also has over 85 scholarship funds that helped more than 400 students with scholarships totaling $1,457,000. Other granting totaled $1,963,000. Occf facilitates customized programs for donors with special interests including the oc social innovation fund and the Orange County promise fund. In addition, we administer two countywide scholarship programs: 1) the hispanic education endowment fund and 2) the avid scholarship program.
Field of interest and legacy in alignment with our mission 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. Total grants made through a competitive selection process from unrestricted and field of interest funds were $3,198,000. This included $608,975 to protect endangered species and $384,000 to support the health, education, and social welfare of women in Orange County.

Grants made by OCCF

GranteeGrant descriptionAmount
PIMCO FoundationCommunity Improvement & Development$9,168,426
University of California Irvine FoundationHealth & Wellness$2,083,500
Hoag Hospital Foundation (HHF)Health & Wellness$1,764,550
...and 780 more grants made totalling $68,828,606

Who funds Orange County Community Foundation (OCCF)

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Brethren Community FoundationGeneral Fund$17,993,179
The Keith and Judy Swayne Family FoundationTo Further Donee Organization's Exempt Purpose$9,374,215
The Marisla FoundationMarisla Fund$7,455,000
...and 81 more grants received totalling $53,150,650

Personnel at OCCF

NameTitleCompensation
Shelley HossPresident and Chief Executive Officer$443,422
Tammy TumblingExecutive Vice President and Chief Operating Officer$254,908
Tracy BransonChief Financial Officer$212,668
Todd HansonVice President Engaged Philanthropy$230,363
Cathleen OteroSenior Vice President , Donor and Communit$174,196
...and 9 more key personnel

Financials for OCCF

RevenuesFYE 06/2022
Total grants, contributions, etc.$117,857,462
Program services$0
Investment income and dividends$2,641,560
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$15,377
Net gain from sale of non-inventory assets$887,794
Net income from fundraising events$-34,496
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$-138,710
Total revenues$121,228,987

Form 990s for OCCF

Fiscal year endingDate received by IRSFormPDF link
2022-062023-05-12990View PDF
2020-062021-05-20990View PDF
2019-062020-09-01990View PDF
2018-062019-06-19990View PDF
2017-062018-10-16990View PDF
...and 7 more Form 990s
Data update history
May 16, 2023
Updated personnel
Identified 4 new personnel
May 5, 2023
Received grants
Identified 1 new grant, including a grant for $52,200 from Greinke Family Foundation
August 3, 2022
Received grants
Identified 10 new grant, including a grant for $1,865,000 from The Linda and Mike Mussallem Foundation
November 22, 2021
Updated personnel
Identified 5 new personnel
October 3, 2021
Received grants
Identified 38 new grant, including a grant for $22,553,171 from OCCF Supporting Organization
Nonprofit Types
Grantmaking organizationsCommunity foundationsCharities
Issues
Community improvementHomelessness
Characteristics
Operates donor advised fundsProvides grantsFundraising eventsOperates internationallyState / local levelReceives government fundingEndowed supportCommunity engagement / volunteeringProvides scholarshipsTax deductible donations
General information
Address
19200 Von Karman Ave Suite 700
Irvine, CA 92612
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Orange County, CA
Website URL
oc-cf.org/ 
Phone
(949) 553-4202
Facebook page
OCCommunityFdn 
Twitter profile
@occommunityfdn 
IRS details
EIN
33-0378778
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1989
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T31: Community Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
Free account sign-up

Want updates when OCCF has new information, or want to find more organizations like Orange County Community Foundation (OCCF)?

Create free Cause IQ account