Orange County Community Foundation
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.
Key facts about Orange County Community Foundation
- EIN
- 33-0378778
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $120,423,780
- Grants made (2025)
- 975
- Average grant
- $123,512
- Median grant
- $25,000
- New grantees (estimate)
- 26% first-time grantees (250 of 975, 2025)
- Total assets
- $743,598,109
- Primary geography
- California (79% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Orange County Community Foundation funds
By grant dollars, the top recipient states for Orange County Community Foundation's 975 itemized 2025 grants were California (79%), 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). 0% of grants with a stated purpose were for general or operating support. Recurring purposes include "Human Services" (314 grants), "Education" (180 grants) and "Community Improvement and Development" (120 grants).
Is Orange County Community Foundation open to new grantees?
26%
first-time grantees, 2025
In 2025, 250 of 975 grantees (26%) were first-time recipients. First grants averaged $107K; 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.
Next steps with Orange County Community Foundation
- How to evaluate Orange County Community Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Orange County Community Foundation with AI
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- Track this opportunity in a free grant tracker
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Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$743.6M
+8.1% YoY
Annual Giving
$120.4M
+50.0% YoY
Grant Count
975
+9.1% YoY
Avg Grant Size
$124K
+37.5% YoY
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.
Ready to take the next step with Orange County Community Foundation?
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
Share of all 975 itemized 2025 grant dollars.
States
Cities
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.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $743,598,109 | $688,161,320 | $567,674,947 |
| Revenue | $138,490,195 | $167,906,641 | $166,637,065 |
| Expenses | $135,407,788 | $94,966,139 | $110,872,689 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $15,800,783 | $7,941,154 | $2,063,134 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2019–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
4,327 grants across all recorded years
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
Rolling / Open
Arts and Culture- Robert and Doreen Marshall Fund for Dramatic Arts and Classical Music Grants
Orange County Community Foundation
Amount
Varies
Deadline
Rolling / Open
Black Student Scholarship Fund for Cal State Fullerton Students Grant
Orange County Community Foundation
Amount
US $1,500
Deadline
Rolling / Open
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Surfing Heritage and Culture Center ($11,021,000), City of Anaheim ($10,855,000), Stanford University ($10,110,000).
| 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 |
Leadership & Key People
Leadership team and compensation from IRS filings
- CEO: Shelley Hoss
- President: Tammy Tumbling
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
Recent News & Activity
Recent developments and announcements
In 2025, OCCF celebrated a record $125 million in grants and scholarships
OCCF Celebrates a Record $125 Million in Grants and Scholarships ...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 ...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 CommunitySubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Orange County Community Foundation fund?
**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)…
How do I apply for a grant from Orange County Community Foundation?
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. The foundation manages various fund types for donors: • **Donor-Advised Funds:** Allow donors to direct distribution of funds to nonprofits of their choice without geographic restrictions • **Designated Nonprofit Funds:** Enable automatic grants to specific nonprofits in perpetuity • **Nonp…
Where does Orange County Community Foundation make 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.
What size grants does Orange County Community Foundation award?
In 2025, Orange County Community Foundation awarded 975 grants totaling $120.4M — an average of about $124K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in Orange County Community Foundation's focus areas in our free grants database
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Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated April 2026.