Investment Committee

Paul C. Heeschen, Chair
Managing Partner
Heeschen & Associates


Michael Berchtold
CEO
Berchtold Capital Partners

 

Ranney Draper
Chairman
Spring Creek Investors LLC

 

Richard A. Gadbois, III
Argyle Street Management Limited


Timothy J. Kay

Partner
Snell & Wilmer

 

Greg Palmer
Managing Partner
GPalmer & Associates

 

Andrew Policano
Dean's Leadership Circle
Endowed Professor & Director
Center for Investment & Wealth Management
University of California, Irvine

 

Paul Westhead
Managing Director
Rimrock Capital Management, LLC

 

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Financials at a Glance

Founded in 1989, fall 2014 marks the 25th Anniversary of the Orange County Community Foundation.

Financial Highlights

As of December 31, 2013

  • Total assets: $210 million
  • Cumulative granting (since 1989): $280 million

For fiscal year ended June 30, 2013

  • Grants and scholarships awarded: $32 million
  • Contributions $76.5 million*
    *Includes a $30 million estate gift - the largest single gift in OCCF history.
Since 1989, OCCF has awarded $280 million in grants and scholarships in Orange County, across the U.S. and around the world.

Impact

In fiscal year 2013, OCCF granted $32 million in partnership with local donors to the following areas:

  • Human Services
  • Education
  • Health & Wellness
  • Arts & Culture
  • Environment & Animal Welfare
  • Community Improvement & Development
  • Religion & Spiritual Development
  • Scholarships