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Orange County Trial Lawyers Charities

Foundation · Grantmaker Newport Beach, CA EIN: 85-1220761 Website

THE PRIMARY PURPOSE OF THE ORANGE COUNTY TRIAL LAWYERS' CHARITIES (OCTLC) IS TO MAKE A POSITIVE DIFFERENCE IN THE QUALITY OF LIFE FOR PEOPLE WITHIN THE GREATER ORANGE COUNTY AREA, FOCUSING ON ISSUES RELATED TO EDUCATION, CHILDREN, SURVIVORS OF ABUSE, PERSONS WITH DISABILITIES, AND HOMELESSNES. OCTLC PROVIDES FINANCIAL SUPPORT AND VOLUNTEER SERVICE TO LOCAL NON-PROFIT ORGANIZATIONS TO REALLY IMPACT THE LOCAL COMMUNITY AND GIVE BACK.

Key facts about Orange County Trial Lawyers Charities

EIN
85-1220761
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$65,950
Grants made (2025)
7
Average grant
$9,421
Median grant
$10,000
Total assets
$37,708
Primary geography
California (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Orange County Trial Lawyers Charities funds

By grant dollars, the top recipient states for Orange County Trial Lawyers Charities's 7 itemized 2025 grants were California (100%). The most frequent recipient cities were Santa Ana, CA (2 grants). None of its 7 grants with a stated purpose were described as general or operating support. Recurring purposes include "Financial Support" (7 grants).

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$38K

-27.1% YoY

Annual Giving

$66K

+1.5% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$9K

+1.5% YoY

About Orange County Trial Lawyers Charities

Based on IRS filings

Orange County Trial Lawyers Charities is a nonprofit organization focused on Human Services, based in Newport Beach, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $38K in total assets. In 2025, it awarded 7 grants totaling $66K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 7 itemized 2025 grant dollars.

States

Cities

Santa AnaIrvineOrangeHuntington BeachMission ViejoLake ForestSan Juan CapistranoValencia

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$61K$122K$182K$243K20212022202320242025
Metric202520242023
Total Assets$37,708$51,697$107,595
Revenue$148,176$177,297$133,357
Expenses$173,142$221,200$174,004
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2021 (received by the IRS November 1, 2022)
  2. Updated Form 990-EZ for fiscal year 2022 (received by the IRS October 2, 2023)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS August 8, 2024)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS October 13, 2025)
  5. Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)

Giving Over Time

Total grant dollars and number of grants per year

$0$16K$33K$49K$66KTotal only20210 grants20225 grants20237 grants20247 grants2025

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Jessie Rees Foundation Negu: $13KJessie Rees Foundation Negu$13KOperation Helping Hands: $11KOperation Helping Hands$11KBoys and Girls Club of Capistrano Valley: $10KBoys and Girls Club ofCapistrano Valley$10KOc Special Stokes: $10KOc Special Stokes$10KOcbar Foundation Project Self: $10KOcbar Foundation Project Self$10KChildren's Hospital of Orange County: $7KChildren's Hospital of OrangeCounty$7KHabitat for Humanity: $5KHabitat for Humanity$5K

Grant Size Distribution

19 grants across all recorded years

19<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Jessie Rees Foundation Negu ($13,090), Operation Helping Hands ($11,200), Boys and Girls Club of Capistrano Valley ($10,000).

RecipientPurposeAmount
JESSIE REES FOUNDATION NEGU Irvine, CAFINANCIAL SUPPORT$13,090
OPERATION HELPING HANDS Mission Viejo, CAFINANCIAL SUPPORT$11,200
BOYS AND GIRLS CLUB OF CAPISTRANO VALLEY San Juan Capistrano, CAFINANCIAL SUPPORT$10,000
OC SPECIAL STOKES Lake Forest, CAFINANCIAL SUPPORT$10,000
OCBAR FOUNDATION PROJECT SELF Santa Ana, CAFINANCIAL SUPPORT$10,000
CHILDREN'S HOSPITAL OF ORANGE COUNTY Orange, CAFINANCIAL SUPPORT$6,500
HABITAT FOR HUMANITY Santa Ana, CAFINANCIAL SUPPORT$5,160

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2025 IRS filing

NameTitleHoursCompensation
Michelle M WestPresident12—
Jonathan DworkTreasurer2—
Neyleen Ortiz-BelajevSecretary2—
Allegra RineerDirector1—
Cynthia CraigDirector1—
Jennifer JohnsonDirector1—
Kim ValentineDirector2—
Lakshmi OderaDirector2—
Puneet ToorDirector2—
Susan KelleyDirector12—
Whit BertchDirector2—
Shaun PhillipsDirector1—
Darren CampbellDirector2—
Aaron HicksDirector2—
Atticus WegmanDirector (Until 02/19/25)1—
Geraldine LyDirector (Until 07/16/25)1—

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Orange County Trial Lawyers Charities?

Orange County Trial Lawyers Charities is a nonprofit organization focused on Human Services, based in Newport Beach, CA. It holds $38K in total assets as of 2025.

How large is Orange County Trial Lawyers Charities?

As of 2025, Orange County Trial Lawyers Charities holds $38K in total assets with $148K in annual revenue. It awarded 7 grants totaling $66K in 2025.

Where does Orange County Trial Lawyers Charities operate?

Orange County Trial Lawyers Charities has awarded grants in California.

What size grants does Orange County Trial Lawyers Charities award?

In 2025, Orange County Trial Lawyers Charities awarded 7 grants totaling $66K — an average of about $9K per grant, based on its IRS Form 990 filings.

What is Orange County Trial Lawyers Charities's EIN?

Orange County Trial Lawyers Charities's EIN (Employer Identification Number) is 85-1220761. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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