| 2024 | Occf Supporting Organization | 990 | President | 1 | $0 | $471,533 | View return |
| 2024 | Orange County Shared Spaces Foundation | 990 | Secretary And Treasurer | 2 | $0 | $471,533 | View return |
| 2024 | Schoellerman Foundation | 990 | CFO | 0 | $0 | $0 | View return |
| 2023 | Orange County Community Foundation | 990 | Chief Executive Officer | 40 | $446,829 | $0 | View return |
| 2023 | Orange County Shared Spaces Foundation | 990 | Secretary And Treasurer | 2 | $0 | $446,829 | View return |
| 2023 | Occf Supporting Organization | 990 | President | 1 | $0 | $446,829 | View return |
| 2023 | The Beall Family Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Schoellerman Foundation | 990 | CFO | 0 | $0 | $0 | View return |
| 2022 | Orange County Community Foundation | 990 | President & CEO | 40 | $421,999 | $0 | View return |
| 2022 | Occf Supporting Organization | 990 | President | 1 | $0 | $421,999 | View return |
| 2022 | Orange County Shared Spaces Foundation | 990 | Secretary And Treasurer | 2 | $0 | $421,999 | View return |
| 2022 | The Beall Family Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Schoellerman Foundation | 990 | Director, CFO | 0 | $0 | $0 | View return |
| 2021 | Orange County Community Foundation | 990 | President & CEO | 40 | $443,422 | $0 | View return |
| 2021 | Occf Supporting Organization | 990 | President | 1 | $0 | $443,422 | View return |
| 2021 | Orange County Shared Spaces Foundation | 990 | Secretary And Treasurer | 2 | $0 | $443,422 | View return |
| 2021 | Schoellerman Foundation | 990 | Director, CFO | 1 | $0 | $0 | View return |
| 2021 | The Beall Family Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Orange County Community Foundation | 990 | President & CEO | 40 | $394,043 | $0 | View return |
| 2020 | Occf Supporting Organization | 990 | President | 1 | $0 | $394,043 | View return |
| 2020 | Orange County Shared Spaces Foundation | 990 | Secretary And Treasurer | 2 | $0 | $394,043 | View return |
| 2020 | The Beall Family Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Schoellerman Foundation | 990 | Director, CFO | 1 | $0 | $0 | View return |
| 2019 | Orange County Community Foundation | 990 | President & CEO | 40 | $395,841 | $0 | View return |
| 2019 | Occf Supporting Organization | 990 | Board Member | 1 | $0 | $395,841 | View return |
| 2019 | Orange County Shared Spaces Foundation | 990 | Secretary And Treasurer | 2 | $0 | $395,841 | View return |
| 2019 | The Beall Family Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Orange County Community Foundation | 990 | President | 40 | $371,913 | $0 | View return |
| 2018 | Occf Supporting Organization | 990 | Board Member | 1 | $0 | $371,913 | View return |
| 2018 | Orange County Shared Spaces Foundation | 990 | Secretary And Treasurer | 2 | $0 | $371,913 | View return |
| 2018 | The Beall Family Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | League of California Community Foundations | 990EZ | Director | 1 | $0 | - | View return |
| 2018 | The Elliott Family Foundation | 990 | Director - 5/Yr | 0 | $0 | $0 | View return |
| 2017 | Orange County Community Foundation | 990 | President | 40 | $358,198 | $0 | View return |
| 2017 | Orange County Shared Spaces Foundation | 990 | Secretary And Treasurer | 2 | $0 | $358,198 | View return |
| 2017 | Occf Supporting Organization | 990 | Board Member | 1 | $0 | $358,198 | View return |
| 2017 | League of California Community Foundations | 990EZ | Director | 1 | $0 | - | View return |
| 2017 | The Beall Family Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Orange County Community Foundation | 990 | President | 40 | $323,439 | $0 | View return |
| 2016 | Occf Supporting Organization | 990 | Board Member | 1 | $0 | $323,439 | View return |
| 2016 | Orange County Shared Spaces Foundation | 990 | Secretary And Treasurer | 2 | $0 | $323,438 | View return |
| 2016 | League of California Community Foundations | 990EZ | Director | 0 | $0 | - | View return |
| 2016 | The Beall Family Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Orange County Community Foundation | 990 | President | 40 | $299,140 | $0 | View return |
| 2015 | Orange County Shared Spaces Foundation | 990 | CFO/Treasurer | 1 | $0 | $299,140 | View return |
| 2015 | Occf Supporting Organization | 990 | Secretary (Thru 9/23/15) | 1 | $0 | $299,140 | View return |
| 2015 | The Beall Family Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | League of California Community Foundations | 990EZ | Director | 0 | $0 | - | View return |
| 2014 | Orange County Community Foundation | 990 | President | 40 | $298,604 | $0 | View return |
| 2014 | Orange County Shared Spaces Foundation | 990 | CFO/Treasurer | 1 | $0 | $298,604 | View return |
| 2014 | Occf Supporting Organization | 990 | Secretary | 1 | $0 | $298,604 | View return |
| 2014 | League of California Community Foundations | 990EZ | Director | 1 | $0 | - | View return |
| 2014 | The Beall Family Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Orange County Community Foundation | 990 | President | 40 | $241,614 | $0 | View return |
| 2013 | Occf Supporting Organization | 990 | Secretary | 1 | $0 | $241,614 | View return |
| 2013 | Orange County Shared Spaces Foundation | 990 | CFO/Treasurer | 1 | $0 | $241,614 | View return |
| 2013 | League of California Community Foundations | 990EZ | Director | 0 | $0 | - | View return |
| 2013 | The Beall Family Foundation | 990 | Director | 1 | $0 | $0 | View return |