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 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