2020-05-19T17:55:05-05:00 2019-06-30 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2018-07-01 260564840 OCCF SUPPORTING ORGANIZATION OCCF 9495534202 4041 MACARTHUR BLVD SUITE 510 NEWPORT BEACH CA 92660 SHELLEY HOSS BOARD MEMBER 9495534202 2020-05-18 1 PATRICIA J MAYER P00188643 8586271400 76.93.178.95 2020-05-18 20:18:29 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6B76EF6C5C90AF9682C9A74185CCBCF07F3880A4 2018 2020-09-23 17:36:50Z SHELLEY HOSS 4041 MACARTHUR BLVD SUITE 510 NEWPORT BEACH CA 92660 9603080 0 X NONE X 2006 CA TO SUPPORT THE ORANGE COUNTY COMMUNITY FOUNDATION A 501(C)(3) PUBLIC CHARITY. 5 4 0 5 14854 12469 46470000 5814146 0 0 27500 -57745 0 539341 46497500 6295742 256327 4067181 0 0 0 0 0 0 0 18673 203 275000 4067384 46222500 2228358 67200000 71893504 0 0 67200000 71893504 TO SUPPORT THE ORANGE COUNTY COMMUNITY FOUNDATION A 501(C)(3) PUBLIC CHARITY. 0 0 4067181 4067181 TO PROVIDE SUPPORT TO THE ORANGE COUNTY COMMUNITY FOUNDATION. 4067181 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 1 1 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 4041 MACARTHUR BLVD SUITE 510 NEWPORT BEACH CA 92660 DAN BOLAR AS OF 0918 BOARD MEMBER 0.50 X 0 0 0 DOUG HOLTE THRU 0918 BOARD MEMBER 0.50 X 0 0 0 KEITH SWAYNE CHAIR 0.50 X X 0 0 0 MICHAEL BERCHTOLD SECRETARY 0.50 X X 0 0 0 RESHMA BLOCK VICE CHAIR 0.50 X X 0 0 0 SHELLEY HOSS BOARD MEMBER 1.00 40.00 X 0 371913 26217 0 371913 26217 0 0 1 0 0 4159975 1654171 5262276 5814146 49593 49593 524487 0 524487 524487 524487 3200000 3307338 -107338 -107338 -107338 K-1 PASSTHROUGH 900099 14854 14854 14854 6295742 0 14854 466742 4067181 4067181 BANK FEES 203 203 4067384 4067181 203 0 0 1053529 0 3000000 64200000 70839975 67200000 71893504 0 0 X 67200000 71893504 67200000 71893504 67200000 71893504 X 2228358 2480000 -14854 X 0 1 X 1 0 X X X 1 ORANGE COUNTY COMMUNITY FND 330378778 8 1 4067181 0 1 4067181 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 INTEREST IN TRACY GROUP LLC 66680000 F LP INTEREST IN REAL ESTATE 4159975 F 70839975 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 4041 MACARTHUR BLVD SUITE 510 NEWPORT BEACH CA 92660 330378778 501(C)(3) 4067181 PROGRAM SUPPORT 1 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 BOARD MEMBER 0 371913 0 0 0 0 0 2750 0 23467 0 398130 0 0 X 8 4159975 APPRAISAL X NOTES RECEIVABLE 4 1102301 APPRAISAL 2 0 1 1 PART I, LINE 32B: GIFT ACCEPTANCE: THE ORGANIZATION FOLLOWS OCCF'S GIFT ACCEPTANCE POLICY. GIFTS ARE ACCEPTED BY THE ORGANIZATION BASED ON OCCF'S DETERMINATION. SCHEDULE M, LINE 31: THE ORGANIZATION HIRED A REAL ESTATE AGENT TO SELL A CONTRIBUTED PROPERTY. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN WAS REVIEWED IN DETAIL BY THE PRESIDENT AND VICE PRESIDENT OF FINANCE OF THE ORANGE COUNTY COMMUNITY FOUNDATION. 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 AND OFFICERS ARE COVERED UNDER THE 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. 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). OCCF'S AUDIT COMMITTEE HAS OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANTS. FORM 990, PART XI, LINE 9: K-1 PASSTHROUGH -14,854. FORM 990, PART VI, SECTION B, LINE 8B EACH COMMITTEE OF OCCF IS AN INDEPENDENT/SUBSET OF THE BOARD OF DIRECTORS AND ITS RECOMMENDATIONS ARE APPROVED BY THE BOARD OF DIRECTORS. EACH COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY UPON BOARD APPROVAL. HOWEVER, THE ORGANIZATION DID NOT HAVE ANY SEPARATE COMMITTEES FOR THE REPORTING YEAR. ORANGE COUNTY COMMUNITY FOUNDATION 4041 MACARTHUR BLVD SUITE 510 NEWPORT BEACH CA 92660 330378778 PUBLIC CHARITY AND PHILANTHROPY IN ORANGE COUNTY, CA CA 501(C)(3) LINE 8 N/A 0 ORANGE COUNTY SHARED SPACES FOUNDATION 4041 MACARTHUR BLVD SUITE 510 NEWPORT BEACH CA 92660 262690961 STABLE MULTI-TENANT NFP CENTERS & SUPPORT ORG. OF OCCF CA 501(C)(3) LINE 12A, I N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0