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Nonprofiteer
← OCCF SUPPORTING ORGANIZATION

Form 990 for tax year 2022

Filed by OCCF SUPPORTING ORGANIZATION.

Totals

Total revenue
$1,362,136
Total expenses
$52,071,639
Contributions and grants received
$13,020
Grants paid
$52,058,639
Program service revenue
$0
Investment income
$860,057
Other revenue
$489,059
Total assets, end of year
$4,159,975
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,159,975
Program services expenses (Part IX)
$52,058,639
Management and general expenses
$13,000
Fundraising expenses
$0
Program service expenses (Part III)
$52,058,639

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $13,000

  • 1f · All other contributions, gifts and grants

    $20

  • 3 · Investment income

    total $57 · excluded $57

  • 6a · Gross rents

    real property $458,562

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $458,562

  • 6d · Net rental income or loss

    total $458,562 · excluded $458,562

  • 7a · Gross sales of assets other than inventory

    securities $51,600,000

  • 7b · Less cost or other basis and sales expenses

    securities $50,740,000

  • 7c · Gain or loss

    securities $860,000

  • 7d · Net gain or loss

    total $860,000 · excluded $860,000

  • 11a · Other revenue: K-1 PASSTHROUGH

    total $30,497 · unrelated business $30,497

  • 11e · Other revenue, total

    $30,497

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $52,058,639 · program services $52,058,639

  • 24a · Other expenses: TAXES

    total $13,000 · management and general $13,000

Balance sheet

Part X, book values.

  • 12 · Investments: other securities

    beginning of year $54,899,975 · end of year $4,159,975

  • 27 · Net assets without donor restrictions

    beginning of year $54,899,975 · end of year $4,159,975

Mission and programs · 2022

Mission

TO SUPPORT THE ORANGE COUNTY COMMUNITY FOUNDATION, A 501(C)(3) PUBLIC CHARITY.

  • TO PROVIDE SUPPORT TO THE ORANGE COUNTY COMMUNITY FOUNDATION.

    Expenses $52,058,639 · Grants $52,058,639

As filed on the 2022 return.

Listed in Part VII

  • Shelley Hoss

    PRESIDENT

    Total calculated
    $488,689
    From this org
    $0
    From related orgs
    $421,999
    Other
    $66,690
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $421,999 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $37,851 related
    Nontaxable benefits
    $0 + $28,839 related
    Filer's total
    $0 + $488,689 related

  • Dan Bolar

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2.5 related

  • Rachid Chamtieh

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • John Williams

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Reshma Block

    PAST BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202431289349301903

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