What is the EIN of ORANGE COUNTY COMMUNITY FOUNDATION?

The employer identification number (EIN) of ORANGE COUNTY COMMUNITY FOUNDATION is 33-0378778.

Is ORANGE COUNTY COMMUNITY FOUNDATION tax-exempt?

Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.

Are donations to ORANGE COUNTY COMMUNITY FOUNDATION tax-deductible?

Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).

When is the next return of ORANGE COUNTY COMMUNITY FOUNDATION due?

The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.

When did ORANGE COUNTY COMMUNITY FOUNDATION last file with the IRS?

The latest return in the IRS public files is the 990 for the year ended June 2025.

Who is the principal officer of ORANGE COUNTY COMMUNITY FOUNDATION?

The 990 for the year ended June 30, 2025 names SHELLEY HOSS.

Who are the officers and directors of ORANGE COUNTY COMMUNITY FOUNDATION?

The 990 for the year ended June 30, 2025 lists 28 people; 10 received compensation from the organization, the highest $471,533 (SHELLEY HOSS, CHIEF EXECUTIVE OFFICER).

How much revenue does ORANGE COUNTY COMMUNITY FOUNDATION have?

On its 990 for the year ended June 30, 2025 it reported revenue of $138,490,195, expenses of $135,407,788 and total assets of $743,598,109 at year end.

Nonprofit · EIN 33-0378778

ORANGE COUNTY COMMUNITY FOUNDATION

Tax-exempt · IRVINE, CA 92612

Financials

Revenue Expenses · by fiscal year end

Financials of ORANGE COUNTY COMMUNITY FOUNDATION by year, from its e-filed returns
Year ended	Form	Revenue	Expenses	Net income	Total assets	Liabilities	Net assets
June 30, 2025	990	$138,490,195	$135,407,788	$3,082,407	$743,598,109	$28,850,239	$714,747,870
June 30, 2024	990	$167,906,641	$94,966,139	$72,940,502	$688,161,320	$29,258,758	$658,902,562

Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants: $122,227,652
of which government grants: $176,618
Program service revenue: $0
Investment income: $15,800,783
Net gain from sales of assets: $4,825,558
Net income from fundraising events: -$235,339
Other revenue: $461,760

Expenses

Grants and similar amounts paid: $125,278,676
Compensation of officers, directors and key employees: $1,845,144
Other salaries and wages: $2,704,662
Salaries, compensation and benefits (total): $5,258,225
Professional fundraising fees: $0
Legal fees: $52,014
Accounting fees: $84,226
Occupancy: $662,389
Depreciation: $273,573
Program services (functional): $128,931,206
Management and general (functional): $5,109,585
Fundraising (functional): $1,366,997

Balance sheet and other

Total assets, start of year: $688,161,320
Total assets, end of year: $743,598,109
Total liabilities, end of year: $28,850,239
Net assets, end of year: $714,747,870
Land, buildings and equipment: $832,347
Publicly traded securities: $243,777,239
Net assets without donor restrictions: $508,053,870
Net assets with donor restrictions: $206,694,000
Gross unrelated business income: $661,775
Gross receipts: $238,982,042
Employees: 37
Volunteers: 50
Year formed: 1989
State of legal domicile: CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

Name	Title	Hours / week	Compensation	Other / benefits
SHELLEY HOSS	CHIEF EXECUTIVE OFFICER Officer	40	$471,533	$89,830
TAMMY TUMBLING	PRESIDENT Officer	40	$329,244	$30,514
TRACY BRANSON	CFO (THRU 06/08/25) Officer	40	$250,155	$33,910
CATHLEEN OTERO	CHIEF OPERATING OFFICER Officer	40	$215,465	$30,997
MARGITA LABHARD	SR. DIRECTOR, PHILANTHROPIC STRATEGY Highest-paid employee	40	$188,033	$28,979
GREG CRAVENS	CONTROLLER Highest-paid employee	40	$167,059	$33,308
MONICA SEELY	SR. DIRECTOR, MARKETING AND COMMUNICATIONS Highest-paid employee	40	$133,298	$26,397
UZOMA ISEBOR	SR. SALESFORCE DEVELOPER Highest-paid employee	40	$145,407	$5,816
SHARON JOHNSON	CHIEF HUMAN RESOURCES OFFICER Officer	40	$130,176	$14,486
NICOLE PERRY	ACCOUNTING MANAGER Highest-paid employee	40	$134,938	$6,836
RACHID CHAMTIEH	CHAIR Trustee or director, Officer	2	$0	$0
JOHN WILLIAMS	VICE CHAIR & SECRETARY Trustee or director, Officer	1	$0	$0
DAN BOLAR	PAST CHAIR (THRU 09/25/24) Trustee or director, Officer	0.5	$0	$0
KATE DUCHENE	FINANCE CHAIR Trustee or director	0.5	$0	$0
ANNA CABRAL	BOARD MEMBER Trustee or director	0.5	$0	$0

13 more people on this return

Name	Title	Hours / week	Compensation
PAUL KAGOO	BOARD MEMBER (THRU 09/25/24) Trustee or director	0.5	$0
JOANNA KONG	BOARD MEMBER Trustee or director	0.5	$0
DR MARIA MINON	BOARD MEMBER Trustee or director	0.5	$0
KRISTEN MONSON	BOARD MEMBER Trustee or director	0.5	$0
TAM NGUYEN	BOARD MEMBER Trustee or director	0.5	$0
ARNOLD PINKSTON	BOARD MEMBER Trustee or director	0.5	$0
CHRISTOPHER TOWER	BOARD MEMBER (AS OF 03/26/25) Trustee or director	0.5	$0
GADDI VASQUEZ	BOARD MEMBER Trustee or director	0.5	$0
FRAM VIRJEE	BOARD MEMBER Trustee or director	0.5	$0
PAUL WESTHEAD	BOARD MEMBER Trustee or director	0.5	$0
BOB WHALEN	BOARD MEMBER Trustee or director	0.5	$0
BRIAN SCHAEFGEN	CFO (AS OF 06/09/25) Officer	40	$0
NANCY TRUJILLO	INTERIM CFO Officer	40	$0

990 for the year ended June 30, 2024: 27 people

Name	Title	Hours / week	Compensation	Other / benefits
SHELLEY HOSS	CHIEF EXECUTIVE OFFICER Officer	40	$446,829	$74,850
TAMMY TUMBLING	PRESIDENT Officer	40	$281,619	$27,288
TRACY BRANSON	CHIEF FINANCIAL OFFICER Officer	40	$231,843	$35,191
CATHLEEN OTERO	CHIEF OPERATING OFFICER Officer	40	$195,863	$28,325
MARGITA BLATTNER	SR. DIRECTOR PHILANTHROPIC STRATEGY Highest-paid employee	40	$177,779	$26,798
GREG CRAVENS	CONTROLLER Highest-paid employee	40	$157,960	$31,150
MONICA SEELY	SR. DIRECTOR, MARKETING AND COMMUNICATIONS Highest-paid employee	40	$124,031	$24,037
CAROL FERGUSON	SR. DIRECTOR, DONOR & COMMUNITY ENGAGEMENT Highest-paid employee	40	$113,335	$25,933
NICOLE PERRY	ACCOUNTING MANAGER Highest-paid employee	40	$128,398	$6,503
RACHID CHAMTIEH	CHAIR (AS OF 9/20/23) Trustee or director, Officer	2	$0	$0
JOHN WILLIAMS	VICE CHAIR & SECRETARY Trustee or director, Officer	1	$0	$0
DAN BOLAR	PAST CHAIR Trustee or director, Officer	0.5	$0	$0
HERBERT BEDOLFE	BOARD MEMBER (THRU 09/20/23) Trustee or director	0.5	$0	$0
RESHMA BLOCK	BOARD MEMBER (THRU 09/20/23) Trustee or director	0.5	$0	$0
ANNA CABRAL	BOARD MEMBER (AS OF 03/20/24) Trustee or director	0.5	$0	$0
DEANNA COLGLAZIER	BOARD MEMBER (THRU 09/20/23) Trustee or director	0.5	$0	$0
KATE DUCHENE	FINANCE CHAIR Trustee or director	0.5	$0	$0
PAUL KAGOO	BOARD MEMBER Trustee or director	0.5	$0	$0
JOANNA KONG	BOARD MEMBER Trustee or director	0.5	$0	$0
DR MARIA MINON	BOARD MEMBER Trustee or director	0.5	$0	$0
KRISTEN MONSON	BOARD MEMBER Trustee or director	0.5	$0	$0
TAM NGUYEN	BOARD MEMBER (AS OF 03/20/24) Trustee or director	0.5	$0	$0
ARNOLD PINKSTON	BOARD MEMBER Trustee or director	0.5	$0	$0
GADDI VASQUEZ	BOARD MEMBER Trustee or director	0.5	$0	$0
FRAM VIRJEE	BOARD MEMBER (AS OF 03/20/24) Trustee or director	0.5	$0	$0
PAUL WESTHEAD	BOARD MEMBER Trustee or director	0.5	$0	$0
BOB WHALEN	BOARD MEMBER Trustee or director	0.5	$0	$0

Address and contacts

Address (IRS master file): 19200 VON KARMAN AVE STE 700, IRVINE, CA 92612-8518
In care of: % SHELLEY HOSS
Principal officer (990 for 2024): SHELLEY HOSS, 19200 VON KARMAN AVENUE SUITE 700, IRVINE, CA 92612
Signed the 990: BRIAN SCHAEFGEN, CFO
Phone: (949) 553-4202
Return prepared by: BAKER TILLY ADVISORY GROUP LP

Mission

TRANSFORMING OUR COMMUNITY'S HEARTFELT INTENTION INTO GREATER IMPACT FOR GOOD.
990 for the year ended June 30, 2025

Program accomplishments

DONOR ADVISED AND SCHOLARSHIP FUNDSCONTRIBUTIONS TO DONOR ADVISED FUNDS (ENDOWED AND NONENDOWED) WERE $114,600,000. GRANTS FROM DONOR ADVISED FUNDS WERE $112,300,000. OCCF ALSO HAS OVER 60 SCHOLARSHIP FUNDS THAT HELPED MORE THAN 420 STUDENTS WITH SCHOLARSHIPS TOTALING $2,000,000. OTHER GRANTING TOTALED $5,800,000. OCCF FACILITATES CUSTOMIZED PROGRAMS FOR DONORS WITH SPECIAL INTERESTS AND ALSO ADMINISTERS TWO COUNTYWIDE SCHOLARSHIP PROGRAMS: 1) THE HISPANIC EDUCATION ENDOWMENT FUND AND 2) THE AVID SCHOLARSHIP PROGRAM.
Expenses $122,424,384 · grants $120,122,117 · revenue $35,324
FIELD OF INTEREST AND LEGACY IN ALIGNMENT WITH OUR COMMITMENT TO FAITHFULLY STEWARD THE INTENTIONS OF OUR DONORS, OCCF MAINTAINS SEVERAL FIELD OF INTEREST AND LEGACY FUNDS THAT AWARD GRANTS 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 $5,000,000.
Expenses $6,325,646 · grants $5,012,890
DISCRETIONARYIN ALIGNMENT WITH OUR MISSION TO TRANSFORM OUR COMMUNITY'S HEARTFELT INTENTION INTO GREATER IMPACT FOR GOOD, OCCF CONTINUED TO DIRECT ITS DISCRETIONARY RESOURCES TOWARD MULTIPLE LOCAL INITIATIVES: 1) WORKFORCE DEVELOPMENT INITIATIVE, TO CONNECT EDUCATIONAL INSTITUTIONS AND WORKFORCE DEVELOPMENT PROGRAMS TO IN-DEMAND, MIDDLE-SKILLS JOBS WITHIN TARGETED SECTORS IN ORANGE COUNTY VIA FORMALIZED PIPELINES; 2) OC VETERANS INITIATIVE TOWARD ASSESSMENT, REFERRAL, TRANSITION SUPPORT, HEALTH, AND CAREER ADVANCEMENT FOR VETERANS RETURNING TO OC; AND 3) OC OPPORTUNITY INITIATIVE, 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 THOUGH OC NONPROFIT CENTRAL, A PUBLICLY AVAILABLE DATABASE OF OVER 600 NONPROFITS LOCATED IN OR SERVING ORANGE COUNTY.
Expenses $181,176 · grants $143,669

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax year	Year ended	Due	IRS public records
2025	June 30, 2026	November 16, 2026	Not due yet
2024	June 30, 2025	November 17, 2025	990 on file
2023	June 30, 2024	November 15, 2024	990 on file

IRS record

EIN: 33-0378778
Tax-exempt status: 501(c)(3): Charitable, religious, educational or scientific organization
Foundation status: Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78): Public charity, 50% deduction limit
Exempt since: 1994
Accounting year ends: June
Files: Form 990 or 990-EZ
Category (NTEE): Philanthropy, voluntarism and grantmaking foundations (T310)
Assets (IRS master file): $743,598,109
Income (IRS master file): $238,982,042

Filing history

Form	Year ended	Revenue	Expenses	Assets	Return
990	June 2025	–	–	–	IRS
990-T	June 2025	–	–	–	IRS
990	June 2024	–	–	–	IRS
990-T	June 2024	–	–	–	IRS
990	June 2023	$166,637,065	$110,872,689	$567,674,947	IRS
990-T	June 2023	–	–	–	IRS
990	June 2022	$121,228,987	$83,265,675	$472,269,104	IRS
990-T	June 2022	–	–	–	IRS
990	June 2021	–	–	–	IRS
990-T	June 2021	–	–	–	IRS
990	June 2020	–	–	–	IRS
990	June 2019	–	–	–	IRS
990	June 2018	–	–	–	IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about ORANGE COUNTY COMMUNITY FOUNDATION

What is the EIN of ORANGE COUNTY COMMUNITY FOUNDATION?: The employer identification number (EIN) of ORANGE COUNTY COMMUNITY FOUNDATION is 33-0378778.
Is ORANGE COUNTY COMMUNITY FOUNDATION tax-exempt?: Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to ORANGE COUNTY COMMUNITY FOUNDATION tax-deductible?: Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ORANGE COUNTY COMMUNITY FOUNDATION file?: Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ORANGE COUNTY COMMUNITY FOUNDATION due?: The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ORANGE COUNTY COMMUNITY FOUNDATION last file with the IRS?: The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ORANGE COUNTY COMMUNITY FOUNDATION?: The 990 for the year ended June 30, 2025 names SHELLEY HOSS.
Who are the officers and directors of ORANGE COUNTY COMMUNITY FOUNDATION?: The 990 for the year ended June 30, 2025 lists 28 people; 10 received compensation from the organization, the highest $471,533 (SHELLEY HOSS, CHIEF EXECUTIVE OFFICER).
How much revenue does ORANGE COUNTY COMMUNITY FOUNDATION have?: On its 990 for the year ended June 30, 2025 it reported revenue of $138,490,195, expenses of $135,407,788 and total assets of $743,598,109 at year end.

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