ORANGE COUNTY COMMUNITY FOUNDATION
4041 MACARTHUR BLVD SUITE 510, NEWPORT BEACH, CA 92660 www.oc-cf.org

Total Revenue
$141,757,091
Total Expenses
$108,548,508
Net Assets
$340,397,799

Organizations Filed Purposes: WE INSPIRE A PASSION FOR LIFELONG PHILANTHROPY, FAITHFULLY STEWARD THE INTENTIONS OF OUR DONORS, AND CATALYZE SUSTAINABLE COMMUNITY IMPACT.

DISCRETIONARYIN ALIGNMENT WITH OUR MISSION TO CATALYZE SUSTAINABLE COMMUNITY IMPACT, OCCF CONTINUED TO DIRECT ITS DISCRETIONARY RESOURCES TOWARD MULTIPLE INITIATIVES: 1) ACT ANAHEIM, $156,000 TOWARD BUILDING A BETTER FUTURE FOR THE YOUTH OF ANAHEIM; 2) OC VETERANS INITIATIVE, $375,000 TOWARD ASSESSMENT, REFERRAL, TRANSITION SUPPORT, HEALTH, AND CAREER ADVANCEMENT FOR VETERANS RETURNING TO OC; AND 3) OC OPPORTUNITY INITIATIVE, $869,000 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 THROUGH OC NONPROFIT CENTRAL, A PUBLICALLY AVAILABLE DATABASE OF OVER 500 NONPROFITS LOCATED IN OR SERVING ORANGE COUNTY.

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 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 $4,024,000. THIS INCLUDED $531,000 TO PROTECT ENDANGERED SPECIES AND $748,000 TO SUPPORT THE HEALTH, EDUCATION, AND SOCIAL WELFARE OF WOMEN IN ORANGE COUNTY.

DONOR ADVISED AND SCHOLARSHIP FUNDS CONTRIBUTIONS TO DONOR ADVISED FUNDS (ENDOWED AND NONENDOWED) WERE $111,007,000. GRANTS FROM DONOR ADVISED FUNDS WERE $90,868,000. OCCF ALSO HAS OVER 85 SCHOLARSHIP FUNDS THAT HELPED MORE THAN 500 STUDENTS WITH SCHOLARSHIPS TOTALING $3,262,000. OTHER GRANTING TOTALED$2,471,000. OCCF FACILITATES CUSTOMIZED PROGRAMS FOR DONORS WITH SPECIAL INTERESTS INCLUDING THE OC SOCIAL INNOVATION FUND AND THE ORANGE COUNTY PROMISE FUND. THIS YEAR WE ALSO PARTNERED ON FUNDING TO HELP PEOPLE IMPACTED BY THE PANDEMIC, WHICH INCLUDED THE ORANGE COUNTY COMMUNITY RESILIENCE FUND AND ORANGE COUNTY ARTS AND CULTURE RESILIENCE FUND. IN ADDITION WE ADMINISTER TWO COUNTYWIDE SCHOLARSHIP PROGRAMS: 1) THE HISPANIC EDUCATION ENDOWMENT FUND AND 2) THE AVID SCHOLARSHIP PROGRAM.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Shelley HossPRESIDENT & CEO40$395,841
Tracy BransonCHIEF FINANCIAL OFFICER40$208,832
Mary Jacobson Thru 0120VICE PRESIDENT PHILANTHROPIC PLANNING AND EXTERNAL40$193,652
Todd HansonVICE PRESIDENT CENTER FOR ENGAGED PHILANTHROPY40$192,811
Cathleen OteroVICE PRESIDENT DONOR RELATIONS AND PROGRAMS40$159,682
Greg CravensCONTROLLER40$133,002
Heather EstusDIRECTOR, GIFT PLANNING (THRU 03/20)40$121,198
Dan BolarVICE CHAIR1$0
Reshma BlockCHAIR2$0
John WilliamsSECRETARY1$0
Michael BerchtoldSECRETARY (THRU 09/19)1$0
Rachid ChamtiehFINANCE CHAIR1$0
Keith SwaynePAST CHAIR0.5$0
Paul WestheadBOARD MEMBER0.5$0
Susanna VakiliBOARD MEMBER0.5$0
Arnold PinkstonBOARD MEMBER (AS OF 12/19)0.5$0
Greg PalmerBOARD MEMBER (THRU 09/19)0.5$0
Dr Maria MinonBOARD MEMBER (AS OF 12/19)0.5$0
Dr Alberto ManettaBOARD MEMBER0.5$0
Paul KagooBOARD MEMBER0.5$0
Dr Manuel GomezBOARD MEMBER (THRU 09/19)0.5$0
Kate DucheneBOARD MEMBER0.5$0
Deanna ColglazierBOARD MEMBER0.5$0
Herbert BedolfeBOARD MEMBER0.5$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202141329349303684_public.xml