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Nonprofiteer
← OCCF SUPPORTING ORGANIZATION

Form 990 for tax year 2023

Filed by OCCF SUPPORTING ORGANIZATION.

Totals

Total revenue
$601,223
Total expenses
$569,133
Contributions and grants received
$1,008
Grants paid
$569,133
Program service revenue
$0
Investment income
$3,257
Other revenue
$596,958
Total assets, end of year
$4,160,975
Total liabilities, end of year
$1,000
Net assets or fund balances, end of year
$4,159,975
Program services expenses (Part IX)
$569,133
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$569,133

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

    $1,000

  • 1f · All other contributions, gifts and grants

    $8

  • 3 · Investment income

    total $3,257 · excluded $3,257

  • 6a · Gross rents

    real property $533,612

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $533,612

  • 6d · Net rental income or loss

    total $533,612 · excluded $533,612

  • 11a · Other revenue: K-1 PASSTHROUGH

    total $32,090 · unrelated business $32,090

  • 11b · Other revenue: TAX REFUNDS

    total $31,256 · excluded $31,256

  • 11e · Other revenue, total

    $63,346

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $569,133 · program services $569,133

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    end of year $1,000

  • 12 · Investments: other securities

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

  • 17 · Accounts payable and accrued expenses

    end of year $1,000

  • 27 · Net assets without donor restrictions

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

Mission and programs · 2023

Mission

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

  • TO PROVIDE SUPPORT TO THE ORANGE COUNTY COMMUNITY FOUNDATION.

    Expenses $569,133 · Grants $569,133

As filed on the 2023 return.

Listed in Part VII

  • Shelley Hoss

    PRESIDENT

    Total calculated
    $521,679
    From this org
    $0
    From related orgs
    $446,829
    Other
    $74,850
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $446,829 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $44,349 related
    Nontaxable benefits
    $0 + $30,501 related
    Filer's total
    $0 + $521,679 related

  • Rachid Chamtieh

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • John Williams

    SECRETARY AND VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Dan Bolar

    PAST BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Reshma Block

    BOARD MEMBER (THRU 9/20/23)

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Kate Duchene

    BOARD MEMBER (AS OF 9/20/23)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 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
2023
Filed
26 March 2025
IRS schema version
2023v6.0
Source object
202520879349301532

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