Orange County Community Foundation
The Orange County Community Foundation (OCCF) is a public charity based in Irvine, California, formed in 1989. It works with donors and community partners to support charitable giving and grantmaking in Orange County and beyond, through donor-advised, scholarship, field-of-interest, legacy, and other funds.
Orange County Community Foundation at a glance
In short: Orange County Community Foundation gave $120.4M across 975 grants in 2025 (avg $124K), mostly in California. 25% of 2025 grantees were new. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $120,423,780
- +50.0% vs 2024
- Grants made (2025)
- 975
- +9.1% vs 2024
- Average grant
- $123,512
- +37.5% vs 2024
- Median grant
- $25,000
- Total assets
- $743,598,109
- +8.1% vs 2024
- New grantees (estimate)
- 25% first-time grantees (246 of 975, 2025)
- Primary geography
- California (79% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Orange County Community Foundation
- Accepts unsolicited proposals
- No
- Review Cycle
- The listed 2026 application deadline for the Jane Deming and Marshall funds was April 17, 2026, a past deadline as of October 2, 2026. The available information also lists the San Clemente fund’s 2026 application window, but does not provide its deadline.
- Deadline
- The listed 2026 application deadline for the Jane Deming and Marshall funds was April 17, 2026, a past deadline as of…
- Contact
Mailing address: 19200 Von Karman Avenue Suite 700, Irvine, CA 92612
Phone: (949) 553-4202
Website: https://oc-cf.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
9 open opportunities from Orange County Community Foundation
Arts & Culture- San Clemente History, Arts & Culture Fund Grant
Orange County Community Foundation
Amount
Varies
Deadline
Deadline not published
Arts and Culture- Robert and Doreen Marshall Fund for Dramatic Arts and Classical Music Grants
Orange County Community Foundation
Amount
Varies
Deadline
Deadline not published
Black Student Scholarship Fund for Cal State Fullerton Students Grant
Orange County Community Foundation
Amount
US $1,500
Deadline
Deadline not published
Who Orange County Community Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Surfing Heritage and Culture Center ($11.0M). Together the top 10 received $56.9M.
Grant Size Distribution
4,327 grants across all recorded years
The most common grant size was under $50K: 2,914 grants of 4,327 (67%).
Geographic Focus
Where this funder awards grants
OCCF’s website describes grant opportunities and community initiatives focused on Orange County, while its mission statement refers to impact in Orange County and beyond. In 2025, 79% of grant dollars went to recipients in California; the next-largest reported shares were 6% to Washington, D.C., and 5% to Illinois.
Grant Distribution by State
Share of 2025 grant dollars across all 975 itemized grants.
States
Cities
Is Orange County Community Foundation open to new grantees?
25%
first-time grantees, 2025
In 2025, 246 of 975 grantees (25%) were first-time recipients. First grants averaged $108K; repeat grants $129K. How we count
Medians: $15K first-time, $30K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $64.9M (2019) to $120.4M (2025). In 2025 it made 975 grants totaling $120.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Surfing Heritage and Culture Center San Clemente, CA | Arts and Culture | $11,021,000 |
| City of Anaheim Anaheim, CA | Community Improvement and Development | $10,855,000 |
| Stanford University Stanford, CA | Education | $10,110,000 |
| Pimco Foundation Newport Beach, CA | Community Improvement and Development | $7,048,098 |
| Advocate Charitable Foundation Oak Brook, IL | Health and Wellness | $6,148,428 |
| Hoag Hospital Foundation Newport Beach, CA | Health and Wellness | $4,743,000 |
| University of California Irvine Foundation Irvine, CA | Health and Wellness | $2,122,000 |
| Strut Cares Inc San Clemente, CA | Community Improvement and Development | $1,910,000 |
| National Down Syndrome Society Washington, DC | Human Services | $1,636,509 |
| Neighborhood Housing Services of Orange County Inc Orange, CA | Human Services | $1,346,542 |
Ready to take the next step with Orange County Community Foundation?
Financial History
Multi-year comparison from IRS filings
IRS filing data reports the following figures by filing year. OCCF’s website separately reports total assets of $850 million as of December 31, 2025.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $743,598,109 | $138,490,195 | $135,407,788 | $120,423,780 | 975 | $15,800,783 |
| 2024 | $688,161,320 | $167,906,641 | $94,966,139 | $80,300,538 | 894 | $7,941,154 |
| 2023 | $567,674,947 | $166,637,065 | $110,872,689 | $96,435,337 | 850 | $2,063,134 |
| 2022 | $472,269,104 | $121,228,987 | $83,265,675 | $69,664,220 | 799 | $3,529,354 |
| 2021 | $457,446,426 | $112,983,825 | $104,997,634 | $89,353,515 | 809 | $6,693,747 |
| 2020 | $365,423,567 | $141,757,091 | $108,548,508 | $94,379,829 | 842 | $1,447,949 |
| 2019 | $329,675,877 | $90,583,726 | $78,807,701 | $64,928,208 | 781 | $2,928,458 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
OCCF’s mission is “Transforming our Community’s Heartfelt Intention into Greater Impact for Good.” Its 2024 filing says field-of-interest and legacy funds award grants in arts and culture, education, environment, health, human services, special needs, and nonprofit capacity building. It also describes discretionary support for workforce development, veterans, and immigrant integration initiatives.
Examples of supported organizations illustrate the range of its grants. The Surfing Heritage and Culture Center, which received $11,021,000 in 2025, says its mission is to preserve surfing history through collections and documentation for current and future generations. Hoag Hospital Foundation, which received $4,743,000, says its primary purpose is to raise funds for Hoag Memorial Hospital Presbyterian. The National Down Syndrome Society, which received $1,636,509, says it empowers people with Down syndrome and their families through policy change, resources, community engagement, and public awareness.
Grantmaking
OCCF’s IRS filing reports 975 grants totaling $120,423,780 in 2025. Grant amounts ranged from $5,075 to $11,021,000, with a median of $25,000. Separately, OCCF’s website reports $125 million in grants and scholarships awarded in FY2025.
Among the largest 2025 grants were $10,855,000 to the City of Anaheim for community improvement and development; $10,110,000 to Stanford University for education; $7,048,098 to the PIMCO Foundation for community improvement and development; and $6,148,428 to Advocate Charitable Foundation for health and wellness. Other large grants included $2,122,000 to the University of California Irvine Foundation and $1,346,542 to Neighborhood Housing Services of Orange County.
The foundation’s website says most grantmaking is made at the recommendation of donors. Other applications are considered from 501(c)(3) nonprofits whose work aligns with OCCF’s mission and priority impact areas. Grant programs may offer project, capacity-building, or core operating/general support, depending on the program. OCCF does not award grants to individuals and does not accept unsolicited requests. Applicants must complete a Nonprofit Central profile and review each opportunity’s guidelines and eligibility requirements.
OCCF lists grant opportunities for the Jane Deming Fund, the Robert and Doreen Marshall Fund for Dramatic Arts and Classical Music, and the San Clemente History, Arts & Culture Fund. The Jane Deming Fund supports musical activities or music education for underserved youth in Orange County, with special consideration for programs involving stringed instruments, music camps and workshops, instruments for promising students, or performances reaching new or underserved communities. The Marshall Fund focuses on dramatic arts and classical music in Orange County, including opera, choral and symphonic performances, dramatic arts groups, and youth arts education. The San Clemente fund supports charities located in or providing services in San Clemente through arts and culture activities, performing arts, or arts education.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Rachid Chamtieh as chair, John Williams as vice chair and secretary, and Kate Duchene as finance chair. It also lists Anna Cabral, Joanna Kong, Dr. Maria Minon, Kristen Monson, and Tam Nguyen as board members. Dan Bolar is listed as past chair through September 25, 2024, and Paul Kagoo as a board member through that date.
Orange County Community Foundation is led by Shelley Hoss, Chief Executive Officer since 2024 (on filings since 2019); 10 of 28 officers listed in 2025 are compensated.
Officers on the 2025 filing
Shelley Hoss
Chief Executive Officer
President → President & CEO, 2020
President & CEO → Chief Executive Officer, 2024
On filings since 2019
40 hrs/week
$372K (2019) → $472K (2025)
Tammy Tumbling
President
Executive Vice President & COO → President, 2024
On filings since 2021
40 hrs/week
$245K (2021) → $329K (2025)
Kate Duchene
Finance Chair
Board Member → Finance Chair, 2024
On filings since 2019
0.5 hrs/week
No compensation reported
Rachid Chamtieh
Chair
Finance Chair → Vice Chair, 2022
Vice Chair → Chair, 2024
On filings since 2019
2 hrs/week
No compensation reported
Monica Seely
Senior Director, Marketing & Communications
On filings since 2024
40 hrs/week
$124K (2024) → $133K (2025)
Margita Labhard
Senior Director & Philanthropic Strategy
New on the 2025 filing
40 hrs/week
$188K (2025)
Cathleen Otero
Chief Operating Officer
Vice President Donor Relations & Programs → Senior Vice President, Donor & Community Engagement, 2022
Senior Vice President, Donor & Community Engagement → Chief Operating Officer, 2024
On filings since 2019
40 hrs/week
$152K (2019) → $215K (2025)
Greg Cravens
Controller
On filings since 2019
40 hrs/week
$128K (2019) → $167K (2025)
Tracy Branson
CFO
Vice President Finance & Administration → Chief Financial Officer, 2020
Chief Financial Officer → CFO, 2025
On filings since 2019
40 hrs/week
$203K (2019) → $250K (2025)
Nicole Perry
Accounting Manager
On filings since 2021
40 hrs/week
$111K (2021) → $135K (2025)
Sharon Johnson
Chief Human Resources Officer
New on the 2025 filing
40 hrs/week
$130K (2025)
Uzoma Isebor
Senior Salesforce Developer
New on the 2025 filing
40 hrs/week
$145K (2025)
Dan Bolar
Past Chair
Vice Chair → Chair, 2022
Chair → Past Chair, 2024
On filings since 2019
0.5 hrs/week
No compensation reported
John Williams
Vice Chair & Secretary
Secretary → Secretary & Finance Chair, 2022
Secretary & Finance Chair → Vice Chair & Secretary, 2024
On filings since 2019
1 hr/week
No compensation reported
Paul Kagoo
Board Member
On filings since 2019
0.5 hrs/week
No compensation reported
Paul Westhead
Board Member
On filings since 2019
0.5 hrs/week
No compensation reported
Arnold Pinkston
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Maria Minon
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Gaddi Vasquez
Board Member
On filings since 2021
0.5 hrs/week
No compensation reported
Bob Whalen
Board Member
On filings since 2022
0.5 hrs/week
No compensation reported
Joanna Kong
Board Member
On filings since 2022
0.5 hrs/week
No compensation reported
Kristen Monson
Board Member
On filings since 2022
0.5 hrs/week
No compensation reported
Anna Cabral
Board Member
On filings since 2024
0.5 hrs/week
No compensation reported
Fram Virjee
Board Member
On filings since 2024
0.5 hrs/week
No compensation reported
Tam Nguyen
Board Member
On filings since 2024
0.5 hrs/week
No compensation reported
Brian Schaefgen
CFO
New on the 2025 filing
40 hrs/week
No compensation reported
Christopher Tower
Board Member
New on the 2025 filing
0.5 hrs/week
No compensation reported
Nancy Trujillo
Interim CFO
New on the 2025 filing
40 hrs/week
No compensation reported
Former officers (17)
- Former: Deanna Colglazier (2019–2024) — Board Member
- Former: Herbert M. Bedolfe (2019–2024) — Board Member
- Former: Reshma Block (2019–2024) — Board Member
- Former: Margita Blattner (2022–2024) — Senior Director Philanthropic Strategy
- Former: Carol Ferguson (2024) — Senior Director, Donor & Community Engagement
- Former: Elizabeth McKibbin (2023) — Gift Planning Officer
- Former: Alberto Manetta (2019–2022) — Board Member
- Former: Keith Swayne (2019–2022) — Board Member
- Former: Susanna Vakili (2019–2022) — Board Member
- Former: Todd Hanson (2019–2022) — Vice President Engaged Philanthropy
- Former: Greg Palmer (2019–2020) — Board Member
- Former: Manuel Gomez (2019–2020) — Board Member
- Former: Mary Jacobson (2019–2020) — Vice President Philanthropic Planning & External · Filing note: Thru 1/2020
- Former: Michael Berchtold (2019–2020) — Secretary
- Former: Heather Estus (2020) — Director & Gift Planning
- Former: Anoosheh Oskouian (2019) — Board Member
- Former: Doug Holte (2019) — Board Member
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $472K, to Shelley Hoss (Chief Executive Officer). 10 officers or directors reported compensation on that filing.
Frequently asked questions about Orange County Community Foundation
How much does Orange County Community Foundation give each year?
Orange County Community Foundation gave $120.4M across 975 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $80.3M across 894 grants.
What is Orange County Community Foundation's typical grant size?
Orange County Community Foundation's median grant in 2025 was $25,000, and its average grant was $123,512, across 975 grants on its 2025 IRS Form 990. Organizations receiving their first grant from Orange County Community Foundation that year got $108K on average.
Where does Orange County Community Foundation give grants?
Orange County Community Foundation gives mostly in California: 79% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest states were District of Columbia (6%) and Illinois (5%). The most frequent recipient cities were Santa Ana, CA (73 grants), Los Angeles, CA (69 grants), Washington, DC (47 grants) and Irvine, CA (46 grants).
Does Orange County Community Foundation give general operating support?
Occasionally: 0% of Orange County Community Foundation's 2025 grants with a stated purpose (1 of 975) were for general or operating support, per its 2025 IRS Form 990. Recurring purposes include "Human Services" (314 grants), "Education" (180 grants) and "Community Improvement and Development" (120 grants).
Who are Orange County Community Foundation's largest grantees?
Orange County Community Foundation's largest 2025 grantees include Surfing Heritage and Culture Center ($11,021,000), City of Anaheim ($10,855,000) and Stanford University ($10,110,000), according to its 2025 IRS Form 990. Together they received 27% of its itemized 2025 grant dollars.
How large is Orange County Community Foundation?
Orange County Community Foundation reported $743.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $138.5M.
What does Orange County Community Foundation fund?
OCCF’s mission is “Transforming our Community’s Heartfelt Intention into Greater Impact for Good.” Its 2024 filing says field-of-interest and legacy funds award grants in arts and culture, education, environment, health, human services, special needs, and nonprofit capacity building. See mission & focus areas ↑
How do I apply for a grant from Orange County Community Foundation?
Orange County Community Foundation does not accept unsolicited proposals, according to Grantable's research on its published guidelines. Check oc-cf.org for any change to that policy.
What is Orange County Community Foundation's EIN?
Orange County Community Foundation's EIN (Employer Identification Number) is 33-0378778. IRS Form 990 filing data is available on this page for 2019–2025.
Does Orange County Community Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS May 27, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 18, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Orange County Community Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Orange County Community Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Orange County Community Foundation funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/orange-county-community-foundation-morg_7c5cafb723aa4d299e48f20e68166865
BibTeX
@misc{grantable_330378778_2026,
author = {{Grantable}},
title = {{Orange County Community Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/orange-county-community-foundation-morg_7c5cafb723aa4d299e48f20e68166865},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Orange County Community Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Orange County Community Foundation down — hundreds of funders to go?