# Orange County Community Foundation

Orange County Community Foundation is an Endowment / Foundation based in Irvine, United States.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** Irvine, United States
- **Region:** North America
- **Address:** Irvine, CA, United States
- **Founded:** 1989
- **Assets under management:** $820M
- **Website:** oc-cf.org
- **LinkedIn:** https://www.linkedin.com/company/orange-county-community-foundation

## Regulatory record

- **Reports private funds:** No

## About

Founded in 1989 and based in Irvine, California, the Orange County Community Foundation operates as both a grantmaking institution and an active investor. CEO Shelley M. Hoss oversees the strategic vision, while Investment Committee Chair Paul C. Westhead guides the endowment. The foundation's wealth originates from aggregated donor-advised funds and community contributions rather than a single-family fortune. The foundation pursues a multi-asset strategy spanning real estate, private energy and minerals, venture capital, distressed debt, and secondaries. It engages across the full investment lifecycle — from seed-stage venture to buyouts and special situations — often through direct co-investments and fund commitments. Confirmed holdings include a Section 8 residential portfolio in the United States and a California apartment complex portfolio. The geographic footprint extends across North America, with global exposure through private energy and minerals. With an estimated $549 million in assets, the foundation has granted over $1 billion cumulatively. The investment committee is chaired by Paul C. Westhead, a managing director at Rimrock Capital Management. Professional affiliations include the Council on Foundations, where OCCF holds accreditation from the Community Foundations National Standards Board. In May 2024, the foundation continued to leverage its Family Foundation Alliance — a peer network for local philanthropists — signaling an emphasis on collaborative donor stewardship. What distinguishes OCCF is its endowment's operational posture: it does not outsource all investment decisions to an OCIO but maintains a dedicated investment committee that allocates directly to real assets, private equity, and natural resources. This internalized decision-making, layered on a community-foundation chassis, creates a structure more commonly seen in private foundations.

## Sectors

- Real Estate
- Private Energy
- Venture Capital
- Distressed Debt

## People

- Shelley M. Hoss — CEO
- Rachid Chamtieh — Board Chair
- Anna Escobedo Cabral — Board Member
- John M. Williams — Board Member
- Paul C. Westhead — Investment Committee Chair
- Tammy Tumbling — President

## Questions

### Who runs investment decisions at the Orange County Community Foundation?

The investment committee is chaired by Paul C. Westhead, a managing director at Rimrock Capital Management. The committee operates under the foundation's board, which includes professionals from Deloitte, Gibson Dunn, and the former Treasurer of the United States. CEO Shelley M. Hoss leads overall strategic direction.

### How does OCCF source its deal flow?

OCCF sources investments through its professional network, including the Family Foundation Alliance — a peer group of local family foundations it facilitates — and relationships maintained by its investment committee. It also participates in fund commitments, which broaden access to private markets deal flow. Direct real estate acquisitions appear to be locally sourced in Southern California.

### Does OCCF participate in fund commitments or only direct deals?

OCCF uses both approaches. The foundation makes direct co-investments and also commits to external funds, as indicated by its fund-of-funds and venture capital activities. Its portfolio includes direct real estate holdings like a Section 8 residential portfolio and a California apartment complex.

### What sectors does OCCF typically target?

The foundation invests across real estate, private energy and minerals, and venture capital. Within venture, it covers early-stage to growth-stage companies. Its real estate exposure is concentrated in residential assets, including affordable housing. Distressed debt and special situations round out the opportunistic portion of the portfolio.

## Related profiles

- [J.W. McConnell Family Foundation](https://altss.com/profile/j-w-mcconnell-family-foundation)
- [Community Foundation of North Texas](https://altss.com/profile/community-foundation-of-north-texas-ntxcf)

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Last updated: 2026-07-08T22:21:36.364Z

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