Investment Committee

Paul C. Heeschen (Chair)
Managing Partner, Heeschen & Associates

Michael Berchtold
CEO, Berchtold Capital Partners 

Jeffrey A. Dankberg
Partner, Deloitte LLP

Ranney Draper
Chairman, Spring Creek Investors LLC

Richard A. Gadbois, III
Argyle Street Management Limited

Timothy J. Kay
Partner, Snell & Wilmer L.L.P.

Greg Palmer
Managing Partner, GPalmer and Associates

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

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Financials at a Glance

Founded: 1989

Background

  • One of more than 750 U.S. community foundations; tenth most active in grants awarded in 2011
  • Tax-exempt public charity created by the people of a region to provide philanthropic support for community needs
  • One of the first community foundations to receive certification for achieving National Standards for Community Foundations through the Council on Foundations

Financial Highlights

At June 30, 2013

  • Total assets: $200 million
  • Grants 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