Orange County Community Foundation logo

Orange County Community Foundation

IRVINE, CA EIN: 33-0378778 Website

The Orange County Community Foundation (OCCF) is a 501(c)(3) community foundation established in 1989 and headquartered in Irvine, California. The organization serves as a philanthropic intermediary, facilitating charitable giving and grantmaking throughout Orange County. OCCF operates donor-advised funds and manages endowments for individual donors and nonprofit organizations.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$688.2M

+21.2% YoY

Annual Giving

$80.3M

-16.7% YoY

Grant Count

894

+5.2% YoY

Avg Grant Size

$90K

-20.8% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

Mission: Transforming our community's heartfelt intention into greater impact for good.

The foundation supports a broad range of causes including:

  • Human Services
  • Arts and Culture
  • Education
  • Environment and Animal Welfare
  • Veterans services
  • Immigrant integration and economic opportunity

OCCF directs discretionary resources toward multiple strategic initiatives, including the OC Veterans Initiative (providing referral, transition support, health, and career advancement for veterans), the OC Opportunity Initiative (helping immigrants successfully integrate into economic and civic life), and the Avanzar Board Leadership Academy (equipping emerging leaders for nonprofit board service).

Grantmaking

OCCF awarded grants totaling $86 million in fiscal year 2024 and celebrated a record $125 million in grants and scholarships in 2025. Since its founding in 1989, the foundation has granted over $1.1 billion.

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Geographic Focus

Where this funder awards grants

The foundation primarily serves Orange County, California. However, donors can recommend grants to nonprofit organizations without geographic restrictions, allowing for national and international giving.

Grant Distribution by State

47states
+39 more states

Cities

Agora HillsAgoura HillsAlamedaAlbanyAlbert LeaAlbuquerqueAlexandriaAlhambraAliso ViejoAlpharettaAlpineAltadenaAnaheimAnaheim HillsAnchorageAnn ArborApple ValleyArcadiaArcataArden

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total Assets: $688,161,320
  • Total Revenues: $167,906,641
  • Total Expenses: $94,966,139
  • Staff: 39 employees

As of 2023:

  • Total Assets: $568 million
  • Total Revenues: $167 million
  • Total Expenses: $111 million

The foundation maintains current status with all IRS and California State required filings. Annual audits are conducted by Moss Adams LLP.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$46M$92M$139M$185M201920202021202220232024
Metric202420232022
Total Assets$688,161,320$567,674,947$472,269,104
Revenue$167,906,641$166,637,065$121,228,987
Expenses$94,966,139$110,872,689$83,265,675
Qualifying Distributions
Net Investment Income$7,941,154$2,063,134$3,529,354
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$24M$48M$72M$96M781 grants2019842 grants2020809 grants2021799 grants2022850 grants2023894 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ADVANCE DEMOCRACY INC$2.3MADVOCATE CHARITABLE FOUN…$550KANAHEIM ELEMENTARY SCHOO…$222KALBUQUERQUE COMMUNITY FO…$200KAMERICAN FRIENDS SERVICE…$175KAMERICAN RED CROSS$173KANAHEIM COMMUNITY FOUNDA…$150KALZHEIMER'S ORANGE COUNTY$118KACRES OF LOVE$100KACHIEVEMENT INSTITUTE FO…$65K

Grant Size Distribution

250 grants across all recorded years

179<$50K34$50–100K27$100–250K2$250–500K4$500K–1M4$1–5M$5M+

Open Grants

9 open opportunities from Orange County Community Foundation

Show all 9 →

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • CEO: Shelley Hoss
  • President: Tammy Tumbling

Compensation Overview

From 2024 IRS filing

SHELLEY HOSSCHIEF EXECUTIVE OFFICER$447KTAMMY TUMBLINGPRESIDENT$282KTRACY BRANSONCHIEF FINANCIAL OFFICER$232KCATHLEEN OTEROCHIEF OPERATING OFFICER$196KMARGITA BLATTNERSR. DIRECTOR PHILANTHROPIC S…$178KGREG CRAVENSCONTROLLER$158KNICOLE PERRYACCOUNTING MANAGER$128KMONICA SEELYSR. DIRECTOR, MARKETING AND …$124KCAROL FERGUSONSR. DIRECTOR, DONOR & COMMUN…$113K

From 2024 filing

NameTitleHoursCompensation
RACHID CHAMTIEHCHAIR (AS OF 9/20/23)2
JOHN WILLIAMSVICE CHAIR & SECRETARY1
DAN BOLARPAST CHAIR0.5
HERBERT BEDOLFEBOARD MEMBER (THRU 09/20/23)0.5
RESHMA BLOCKBOARD MEMBER (THRU 09/20/23)0.5
ANNA CABRALBOARD MEMBER (AS OF 03/20/24)0.5
DEANNA COLGLAZIERBOARD MEMBER (THRU 09/20/23)0.5
KATE DUCHENEFINANCE CHAIR0.5
PAUL KAGOOBOARD MEMBER0.5
JOANNA KONGBOARD MEMBER0.5
DR MARIA MINONBOARD MEMBER0.5
KRISTEN MONSONBOARD MEMBER0.5
TAM NGUYENBOARD MEMBER (AS OF 03/20/24)0.5
ARNOLD PINKSTONBOARD MEMBER0.5
GADDI VASQUEZBOARD MEMBER0.5
FRAM VIRJEEBOARD MEMBER (AS OF 03/20/24)0.5
PAUL WESTHEADBOARD MEMBER0.5
BOB WHALENBOARD MEMBER0.5
SHELLEY HOSSCHIEF EXECUTIVE OFFICER40$446,829
TAMMY TUMBLINGPRESIDENT40$281,619
TRACY BRANSONCHIEF FINANCIAL OFFICER40$231,843
CATHLEEN OTEROCHIEF OPERATING OFFICER40$195,863
MARGITA BLATTNERSR. DIRECTOR PHILANTHROPIC STRATEGY40$177,779
GREG CRAVENSCONTROLLER40$157,960
NICOLE PERRYACCOUNTING MANAGER40$128,398
CAROL FERGUSONSR. DIRECTOR, DONOR & COMMUNITY ENGAGEMENT40$113,335
MONICA SEELYSR. DIRECTOR, MARKETING AND COMMUNICATIONS40$124,031

Recent News & Activity

Recent developments and announcements

2025

In 2025, OCCF celebrated a record $125 million in grants and scholarships

OCCF Celebrates a Record $125 Million in Grants and Scholarships ...
2024

In fiscal year 2024, the foundation awarded $86 million in grants while celebrating 35 years of impact with $1.1 billion granted since 1989

OCCF Celebrates a Record $125 Million in Grants and Scholarships ...
2026

Robin Brown was named 2026 Orange County Philanthropist of the Year

Robin Brown named 2026 Orange County Philanthropist of the Year!

The foundation continues to support local nonprofits through OC Nonprofit Central, a publicly available database of over 600 nonprofits located in or serving Orange County

Robin Brown named 2026 Orange County Philanthropist of the Year!

OCCF organizes collaborative giving days supporting a broad range of community causes and needs

Promising Futures Orange County Fund 2025 Grantees | Orange County Community

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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