2026-04-22T15:38:54-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2024-07-01 260564840 OCCF SUPPORTING ORGANIZATION OCCF 9495534202 19200 VON KARMAN AVENUE 700 IRVINE CA 92612 BRIAN SCHAEFGEN CFO 9495534202 2026-04-21 1 0 PATRICIA J MAYER P00188643 8586271400 2024 2025-03-06 01:10:19Z SHELLEY HOSS 19200 VON KARMAN AVENUE 700 IRVINE CA 92612 42860666 0 X NONE X 2006 CA TO SUPPORT THE ORANGE COUNTY COMMUNITY FOUNDATION, A 501(C)(3) PUBLIC CHARITY. 5 4 0 5 35107 27396 1008 42255000 0 0 3257 0 596958 605666 601223 42860666 569133 570559 0 0 0 0 0 0 0 0 0 569133 570559 32090 42290107 4160975 46414975 1000 0 4159975 46414975 TO SUPPORT THE ORANGE COUNTY COMMUNITY FOUNDATION, A 501(C)(3) PUBLIC CHARITY. 0 0 570559 570559 0 TO PROVIDE SUPPORT TO THE ORANGE COUNTY COMMUNITY FOUNDATION. 570559 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X SHELLEY HOSS 9495534202 19200 VON KARMAN AVENUE SUITE 700 IRVINE CA 92612 SHELLEY HOSS PRESIDENT 1.00 42.00 X X 0 471533 89830 RACHID CHAMTIEH CHAIR 1.00 2.00 X X 0 0 0 JOHN WILLIAMS SECRETARY AND VICE CHAIR 0.50 0.00 X X 0 0 0 KATE DUCHENE BOARD MEMBER 0.50 0.00 X 0 0 0 BOB WHALEN BOARD MEMBER (AS OF 9/25/24) 0.50 0.00 X 0 0 0 DAN BOLAR BOARD MEMBER (THRU 9/25/24) 0.50 1.00 X 0 0 0 0 471533 89830 0 0 1 0 0 42255000 42255000 42255000 552842 0 552842 552842 552842 K-1 PASSTHROUGH 525990 35107 35107 TAX REFUNDS 900099 17717 17717 52824 42860666 0 35107 570559 570559 570559 570559 570559 0 0 1000 4159975 46414975 4160975 46414975 1000 0 1000 0 X 4159975 46414975 4159975 46414975 4160975 46414975 X 42290107 -35107 X 0 1 X 1 0 X X X 1 ORANGE COUNTY COMMUNITY FND 330378778 8 1 570559 0 1 570559 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 LP INTEREST IN REAL ESTATE 46414975 F 46414975 X PART X, LINE 2: THE COMMUNITY FOUNDATION AND ITS SUPPORTING ORGANIZATIONS DO NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE COMMUNITY FOUNDATION AND ITS SUPPORTING ORGANIZATIONS FILE INFORMATIONAL ORGANIZATION RETURNS AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURNS IN THE UNITED STATES FEDERAL JURISDICTION AND WITH THE FRANCHISE TAX BOARD IN THE STATE OF CALIFORNIA. 1 ORANGE COUNTY COMMUNITY FOUNDATION 19200 VON KARMAN AVENUE SUITE 700 IRVINE CA 92612 330378778 501(C)(3) 570559 0 PROGRAM SUPPORT 1 0 PART I, LINE 2: GRANTS ARE PAID TO THE ORANGE COUNTY COMMUNITY FOUNDATION, WHICH IS THE SUPPORTED ORGANIZATION OF OCCF SUPPORTING ORGANIZATION. 0 0 0 0 0 0 0 0 0 SHELLEY HOSS PRESIDENT 0 471533 0 0 0 0 0 57251 0 32579 0 561363 0 0 X 1 42255000 APPRAISAL 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN WAS REVIEWED IN DETAIL BY THE CEO AND CFO OF THE ORANGE COUNTY COMMUNITY FOUNDATION (OCCF). IT WAS THEN FORWARDED TO ALL OCCF SUPPORTING ORGANIZATION BOARD MEMBERS WHO REVIEWED THE RETURN PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE COVERED UNDER ORANGE COUNTY COMMUNITY FOUNDATION'S CONFLICT OF INTEREST POLICY AND ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM. IN ADDITION, THE FIRST AGENDA ITEM FOR ALL BOARD AND BOARD COMMITTEE MEETINGS IS A DECLARATION REGARDING ANY POTENTIAL CONFLICT BASED ON THE AGENDA. ANY POTENTIAL CONFLICT IS DISCUSSED AT THAT TIME. BOARD MEMBERS WITH A CONFLICT ARE NOT PERMITTED TO VOTE OR ACT ON A RELATED TOPIC THAT WOULD GIVE RISE TO A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS NO EMPLOYEES AND ALL WORK IS DONE BY ORANGE COUNTY COMMUNITY FOUNDATION. PRESIDENT SHELLEY HOSS IS NOT PAID COMPENSATION BY OCCF SUPPORTING ORGANIZATION. THE COMPENSATION REPORTED ON FORM 990, PART VII, SECTION A IS FROM HER ROLE AS CEO OF RELATED ORGANIZATION, THE ORANGE COUNTY COMMUNITY FOUNDATION. IN HER ROLE AS CEO OF THE ORANGE COUNTY COMMUNITY FOUNDATION HER COMPENSATION IS APPROVED BY THE OCCF BOARD OF GOVERNORS AFTER REVIEW BY AN INDEPENDENT FINANCE COMMITTEE INCLUDING ANALYSIS OF COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THERE ARE NO SEPARATE COMPANY AUDITED FINANCIAL STATEMENTS. GOVERNING DOCUMENTS, CONSOLIDATED FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDIT IS ON A CONSOLIDATED BASIS WITH ORANGE COUNTY COMMUNITY FOUNDATION. OCCF'S AUDIT COMMITTEE HAS OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANTS. FORM 990, PART XI, LINE 9: K-1 PASSTHROUGH -35,107. ORANGE COUNTY COMMUNITY FOUNDATION 19200 VON KARMAN AVENUE SUITE 700 IRVINE CA 92612 330378778 PUBLIC CHARITY AND PHILANTHROPY IN ORANGE COUNTY, CA CA 501(C)(3) LINE 8 N/A 0 ORANGE COUNTY SHARED SPACES FOUNDATION 19200 VON KARMAN AVENUE SUITE 700 IRVINE CA 92612 262690961 STABLE MULTI-TENANT NFP CENTERS & SUPPORT ORG. OF OCCF CA 501(C)(3) LINE 12A, I N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0