Civic Intelligence

Orange County Community Foundation

990T • Fiscal year 2024 • EIN 33-0378778

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 16, 2025

Organization ProfileWWW.OC-CF.ORG

View Organization Page

19200 Von Karman Avenue Suite 700Irvine, CA 92612

(949) 553-4202

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2012: $141,029,689Liabilities 2012: $9,917,507Net Assets 2012: $131,112,1822012Assets 2013: $194,476,457Liabilities 2013: $12,457,629Net Assets 2013: $182,018,8282013Assets 2014: $225,400,281Liabilities 2014: $18,402,904Net Assets 2014: $206,997,3772014Assets 2015: $243,375,925Liabilities 2015: $20,951,236Net Assets 2015: $222,424,6892015Assets 2016: $256,376,270Liabilities 2016: $22,383,347Net Assets 2016: $233,992,9232016Assets 2017: $278,862,108Liabilities 2017: $17,589,385Net Assets 2017: $261,272,7232017Assets 2018: $307,718,762Liabilities 2018: $23,327,506Net Assets 2018: $284,391,2562018Assets 2019: $329,675,877Liabilities 2019: $21,386,448Net Assets 2019: $308,289,4292019Assets 2020: $365,423,567Liabilities 2020: $25,025,768Net Assets 2020: $340,397,7992020Assets 2021: $457,446,426Liabilities 2021: $24,613,017Net Assets 2021: $432,833,4092021Assets 2022: $472,269,104Liabilities 2022: $24,244,037Net Assets 2022: $448,025,0672022Assets 2023: $567,674,947Liabilities 2023: $27,862,450Net Assets 2023: $539,812,4972023Assets 2024: $688,161,320Liabilities 2024: $29,258,758Net Assets 2024: $658,902,5622024

Latest loaded filing

2024

Assets$688,161,320
Liabilities$29,258,758
Net Assets$658,902,562
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$150M$100M$50M$0Expenses 2012: $32,166,1902012Expenses 2013: $35,773,7562013Revenue 2014: $61,712,857Expenses 2014: $50,869,612Net Income 2014: $10,843,2452014Revenue 2015: $98,864,985Expenses 2015: $63,766,612Net Income 2015: $35,098,3732015Revenue 2016: $73,706,222Expenses 2016: $65,037,944Net Income 2016: $8,668,2782016Revenue 2017: $72,975,137Expenses 2017: $64,365,979Net Income 2017: $8,609,1582017Revenue 2018: $94,808,676Expenses 2018: $84,680,327Net Income 2018: $10,128,3492018Revenue 2019: $90,583,726Expenses 2019: $78,807,701Net Income 2019: $11,776,0252019Revenue 2020: $141,757,091Expenses 2020: $108,548,508Net Income 2020: $33,208,5832020Revenue 2021: $112,983,825Expenses 2021: $104,997,634Net Income 2021: $7,986,1912021Revenue 2022: $121,228,987Expenses 2022: $83,265,675Net Income 2022: $37,963,3122022Revenue 2023: $166,637,065Expenses 2023: $110,872,689Net Income 2023: $55,764,3762023Revenue 2024: $167,906,641Expenses 2024: $94,966,139Net Income 2024: $72,940,5022024

Latest loaded filing

2024

Revenue$167,906,641
Expenses$94,966,139
Net Income$72,940,502
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 16, 2025
Return Version
2023v8.0
Mission and Program Overview

Mission

We inspire a passion for lifelong philanthropy, faithfully steward the intentions of our donors, and catalyze sustainable community impact.

Filing and Contact Details

Filer

Filer Name
Orange County Community Foundation
EIN
33-0378778
Phone
9495534202
Address
19200 VON KARMAN AVENUE SUITE 700, IRVINE, CA 92612

Signing Officer

Name
Shelley Hoss
Title
CEO
Phone
9495534202
Signed
2025-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
4747 EXECUTIVE DR SUITE 1300, SAN DIEGO, CA 92121
Preparer
Patricia J Mayer
Phone
8586271400
Raw XML Appendix143 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt01194
IRS1120ScheduleD/Form4797GainOrLossAmt016971
IRS1120ScheduleD/NetCapitalGainAmt079202
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt079202
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt01194
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt062231
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt01194
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt016956
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt125169
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt216683
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt33224
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0DOVER STREET IX
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1DOVER STREET X
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2HARBOURVEST REAL ASSETS FUND IV LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3RCP SECONDARY OPPORTUNITY FUND II, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4INDUSTRY VENTURES PARTNERSHIP HOLDINGS V
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5NECICF II AIV2, LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt062231
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0DOVER STREET IX
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IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt01194
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt0173687
IRS990T/BooksInCareOfDetail/PersonNm0SHELLEY HOSS CEO
IRS990T/BooksInCareOfDetail/PhoneNum09495534202
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt019200 VON KARMAN AVENUE SUITE 700
IRS990T/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd092612
IRS990T/BookValueAssetsEOYAmt0688161320
IRS990T/CharitableContributionsDedAmt00
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IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt02408257
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt14433
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0520000
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd1523000
IRS990TScheduleA/CapitalGainNetIncomeAmt080396
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/OtherDeductionsAmt024082
IRS990TScheduleA/PrincipalBusinessActivityCd0520000
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IRS990TScheduleA/SequenceReferenceNum01
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IRS990TScheduleA/SequenceTotalNum02
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IRS990TScheduleA/TaxesAndLicensesAmt02377
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt026459
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-207424
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-127028
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt10
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IRS990TScheduleA/TotUnrltTrdBusIncmAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN LIMITED PARTNERSHIPS
IRS990TScheduleA/TradeOrBusinessDesc1RENTAL REAL ESTATE INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt0-153487
IRS990TScheduleA/UBIBeforeNOLDedAmt10
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-153487
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
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IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
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ReturnHeader/BusinessOfficerGrp/PhoneNum09495534202
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-16
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ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0330378778
ReturnHeader/Filer/PhoneNum09495534202
ReturnHeader/Filer/USAddress/AddressLine1Txt019200 VON KARMAN AVENUE SUITE 700
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum08586271400
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ReturnHeader/ReturnTs02025-04-18T11:39:05-05:00
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ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$688$29.3$659$168$95.0$72.9
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$568$27.9$540$167$111$55.8
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$472$24.2$448$121$83.3$38.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$457$24.6$433$113$105$7.99
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$365$25.0$340$142$109$33.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$330$21.4$308$90.6$78.8$11.8
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$308$23.3$284$94.8$84.7$10.1
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$279$17.6$261$73.0$64.4$8.61
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$256$22.4$234$73.7$65.0$8.67
2015Detailed filing. Detailed filing data is available for this year.$243$21.0$222$98.9$63.8$35.1
2014Detailed filing. Detailed filing data is available for this year.$225$18.4$207$61.7$50.9$10.8
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$194$12.5$182$35.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$141$9.92$131$32.2