EIN 33-0378778

Orange County Community Foundation (OCCF)

IRS 501(c) type
501(c)(3)
Num. employees
41
City
Year formed
1989
Most recent tax filings
2023-06-01
NTEE code, primary
Description
The Orange County Community Foundation's (OCCF) mission is to encourage, support, and facilitate philanthropy in Orange County.
Total revenues
$166,637,065
2023
Total expenses
$110,872,689
2023
Total assets
$567,674,947
2023
Num. employees
41
2023

Program areas at OCCF

Discretionaryin alignment with our mission to transform our Community's heartfelt intention into greater impact for good, occf continued to direct its discretionary resources toward multiple initiatives: 1) workforce development initiative, $425,000 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, $100,000 toward assessment, referral, transition support, health, and career advancement for veterans returning to oc; and 3) oc opportunity initiative, $100,000 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 partnerships 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 $105,600,000. Grants from donor advised funds were $93,600,000. Occf also has over 65 scholarship funds that helped more than 320 students with scholarships totaling $1,200,000. Other granting totaled $3,600,000. Occf facilitates customized programs for donors with special interests including the oc social justice 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 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. Total grants made through a competitive selection process from unrestricted and field of interest funds were $3,400,000. This included $595,000 to protect endangered species and $456,000 to support the health, education, and social welfare of women in Orange County.

Grants made by OCCF

GranteeGrant descriptionAmount
Walking SofterEnvironment$20,000,000
Rockefeller Philanthropy Advisors (RPA)Community Improvement and Development$9,000,000
PIMCO FoundationCommunity Improvement and Development$7,523,480
...and 827 more grants made totalling $95,529,652

Who funds Orange County Community Foundation (OCCF)

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
OCCF Supporting OrganizationProgram Support$52,058,639
Brethren Community FoundationGeneral Fund$17,993,179
The Keith and Judy Swayne Family FoundationTo Further Donee Organization's Exempt Purpose$9,374,215
...and 39 more grants received totalling $91,274,990

Personnel at OCCF

NameTitleCompensation
Shelley HossChief Executive Officer$421,999
Tammy TumblingExecutive Vice$266,239
Holiday HellerExecutive Assistant for the Office of Chief Financial Officer
Tracy Branson, CPACPA Chief Financial Officer$223,295
Todd HansonVice President Engaged Philanthropy$230,363
...and 16 more key personnel

Financials for OCCF

RevenuesFYE 06/2023
Total grants, contributions, etc.$165,666,639
Program services$0
Investment income and dividends$5,214,417
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$9,260
Net gain from sale of non-inventory assets$-3,151,283
Net income from fundraising events$-83,908
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$-1,018,060
Total revenues$166,637,065

Form 990s for OCCF

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-13990View PDF
2022-062023-05-12990View PDF
2021-062022-05-11990View PDF
2020-062021-05-20990View PDF
2019-062020-09-01990View PDF
...and 9 more Form 990s
Data update history
July 15, 2024
Posted financials
Added Form 990 for fiscal year 2023
July 10, 2024
Used new vendors
Identified 2 new vendors, including , and
July 9, 2024
Received grants
Identified 12 new grant, including a grant for $52,058,639 from OCCF Supporting Organization
October 25, 2023
Received grants
Identified 1 new grant, including a grant for $26,000 from American Endowment Foundation
September 8, 2023
Updated personnel
Identified 7 new personnel
Nonprofit Types
Grantmaking organizationsCommunity foundationsHeadquarter / parent organizationsCharities
Issues
Community improvementHomelessness
Characteristics
Operates donor advised fundsProvides grantsFundraising eventsOperates internationallyState / local levelReceives government fundingEndowed supportCommunity engagement / volunteeringProvides scholarshipsTax deductible donationsAccepts online 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
Central organization
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
074590
FTB Entity ID
1649708
AB 488 data last updated ("as-of") date
2024-10-16
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