EIN 33-0378778

Orange County Community Foundation (OCCF)

IRS 501(c) type
501(c)(3)
Num. employees
31
Year formed
1989
Most recent tax filings
2020-06
NTEE code, primary
Description
The Orange County Community Foundation's (OCCF) mission is to encourage, support, and facilitate philanthropy in Orange County.

Program areas at OCCF

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.
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.
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.

Form 990s for OCCF

Fiscal year endingDate received by IRSFormPDF link
2019-062020-09-01990View PDF
2018-062019-06-19990View PDF
2017-062018-10-16990View PDF
2016-062017-09-25990View PDF
2015-062016-08-04990View PDF
...and 5 more Form 990s

Who funds Orange County Community Foundation (OCCF)

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Schwab Charitable FundPublic, Societal Benefit$27,778,177
 Subscribe to view████ ████$99,999,999
 Subscribe to view█ ███ ██ ███████ ███ ███$9,999,999
...and 64 more grants received

Grants made by OCCF

GranteeGrant descriptionAmount
Memorial Medical Center FoundationHealth & Wellness$15,000,000
 Subscribe to view█████ ██████ █ ██████$9,999,999
 Subscribe to view██████ █ ███ ███$9,999,999
 Subscribe to view███ ████$9,999,999
 Subscribe to view██████ █ ███ ███$9,999,999
...and 812 more grants made

Financials for OCCF

RevenuesFYE 06/2020
Total grants, contributions, etc.$140,561,471
Program services$0
Investment income and dividends$3,131,264
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$39,408
Net gain from sale of non-inventory assets$-1,683,315
Net income from fundraising events$-90,659
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$-201,078
Total revenues$141,757,091

Personnel at OCCF

NameTitleCompensation
Tracy BransonVice President Finance and Administr$202,902
Cathleen OteroVice President Donor Relations and Programs$151,920
Todd HansonVice President Center for Engaged Philanthropy$177,531
 Subscribe to viewVice President Philanthropic Planning and External$188,352
 Subscribe to viewPresident$371,913
...and 7 more key personnel

Organizations like OCCF

OrganizationLocationRevenue
The Community Foundation for Greater AtlantaAtlanta, GA$182,835,333
California Community FoundationLos Angeles, CA$440,080,131
Greater Washington Community FoundationWashington, DC$81,678,306
The Chicago Community TrustChicago, IL$564,214,027
Greater Houston Community FoundationHouston, TX$205,503,819
New York Community TrustNew York, NY$257,618,823
Arkansas Community FoundationLittle Rock, AR$36,585,354
The Miami FoundationMiami, FL$71,214,256
Community Foundation of Collier CountyNaples, FL$48,461,607
Austin Community FoundationAustin, TX$73,533,997
Community Foundation of New JerseyMorristown, NJ$121,914,293
The Greater Cincinnati FoundationCincinnati, OH$137,413,135
Sioux Falls Area Community Foundation (SFACF)Sioux Falls, SD$47,515,001
Foundation for the CarolinasCharlotte, NC$289,696,942
Greater Kansas City Community FoundationKansas City, MO$372,296,655
The Denver FoundationDenver, CO$146,305,774
Community Foundation of North Texas (NTXCF)Fort Worth, TX$45,000,711
Community Foundation of Elkhart County (CFEC)Elkhart, IN$38,036,936
San Francisco Foundation (TSFF)San Francisco, CA$190,328,961
Greater Green Bay Community Foundation (GGBCF)Green Bay, WI$45,114,463
Tulsa Community FoundationTulsa, OK$164,263,183
Community Foundation of Greater Des MoinesDes Moines, IA$97,760,217
Community Foundation of Middle Tennessee (CFMT)Nashville, TN$62,530,849
The Community Foundation of SarasotaSarasota, FL$59,062,479
The Winston-Salem FoundationWinstonsalem, NC$52,612,576
Nonprofit Types
Issues
Characteristics
Key performance indicators
Total revenues
$141,757,091
2020
Yearly growth
56.5%
% of revenues
n/a
Total expenses
$108,548,508
2020
Yearly growth
37.7%
% of expenses
n/a
Total assets
$365,423,567
2020
Yearly growth
10.8%
% of assets
n/a
Num. employees
31
2020
Yearly growth
10.7%
% of total
n/a
General information
Address
4041 Macarthur Blvd Suite 510
Newport Beach, CA 92660
Metro area
Los Angeles-Long Beach-Anaheim, CA
Website URL
oc-cf.org/ 
Phone
(949) 553-4202
Facebook page
OCCommunityFdn 
Twitter profile
@occommunityfdn 
IRS details
EIN
33-0378778
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1989
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T31: Community Foundations
NAICS code, primary
813319: Social Advocacy Organizations
Parent/child status
Independent