2024-05-15T15:32:40-07:00 2023-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2023-01-01 943356929 The Moca Foundation MOCA 4089812885 7500 Monterey Street Gilroy CA 95020 Mary L Bianco President 2024-05-15 false Mary L Bianco 999009999 true Carol Duffield P01257136 4159830200 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 22563360 X X 7762 7762 694321 694321 -463309 1891460 238774 702083 68142 68142 1053 1053 3260 3260 65223 65223 30797 828 828 13458 13458 24854 65 24789 207615 65288 111530 2043378 2043378 2250993 65288 2154908 -2012219 636795 696767 821157 821157 305 1952 1952 9809013 10095906 10095906 11422023 11602528 11602528 45551 41817 41817 21973659 22563360 22563360 0 X 12236423 12826124 9737236 9737236 21973659 22563360 21973659 22563360 21973659 -2012219 2601920 22563360 22563360 Sales of Publicly Traded Securities P 2000-01-01 2023-12-31 1891460 2354769 -463309 -463309 -463309 8851 8851 8851 22364 22364 X 13513 13513 false false false false false false false true true CA true false false false true true N/A May van Scherrenburg 4089812885 7500 Monterey Street Gilroy CA 95020 false false false true true false false false false false false false false false false false false false false false false false Mary L Bianco 7500 Monterey Street Gilroy CA 95020 Trustee/Pres 12.00 35000 Alexandra Morgan 7500 Monterey Street Gilroy CA 95020 Trustee 2.00 0 Marc Vogl 7500 Monterey Street Gilroy CA 95020 Trustee 2.00 0 Carol Duffield 7500 Monterey Street Gilroy CA 95020 Trustee/Tres 2.00 0 Claudia Looney 7500 Monterey Street Gilroy CA 95020 Trustee 2.00 0 May van Scherrenburg 7500 Monterey Street Gilroy CA 95020 Secretary 8.00 27632 5510 James Brescia 7500 Monterey Street Gilroy CA 95020 Trustee 2.00 0 NONE Charles Schwab 211 Main Street San Francisco CA 94105 Investment Advice 65223 21605863 563774 0 22169637 0 22169637 332545 21837092 1091855 1091855 8851 8851 1083004 1083004 1083004 2154908 2154908 1083004 782216 951225 514228 2247669 2154908 0 1083004 1071904 3319573 0 3319573 782216 951225 514228 1071904 Mary L Bianco X Schwab Charitable Fund 211 Main Street San Francisco CA 94105 N/A PC Discretionary Grants 301567 Schwab Charitable Fund 211 Main Street San Francisco CA 94105 N/A PC Discretionary Grants 245807 Yonkers Partners in Education 86 Main Street 301 Yonkers NY 10701 N/A PC Career Connector 30000 Schwab Charitable Fund 211 Main Street San Francisco CA 94105 N/A PC Discretionary Grants 866004 Childrens Hospital Los Angeles 4650 Sunset Blvd Los Angeles CA 90027 N/A PC Eating Disorders Program 35000 San Luis Obispo County Office of Ed 3350 Education Drive San Luis Obispo CA 93405 N/A GOV Scholarships & Raising a Reader 100000 Marian Regional Medical Center Fdtn 1400 E Church Street Santa Maria CA 93454 N/A PC Medical Equipment 100000 Family House Inc 540 Mission Bay Blvd San Francisco CA 94158 N/A PC Food & Transportation Costs 25000 Cancer CAREpoint Inc 2505 Samaritan Drive Suite 402 San Jose CA 95124 N/A PC Classes & Moving Expenses 30000 Girls Incorporated of Orange County 1801 E Edinger Avenue Suite 255A Santa Ana CA 92705 N/A PC Eureka! School Year Program 100000 Lucile Packard Fdn for Children's H 400 Hamilton Avenue Suite 340 Palo Alto CA 94301 N/A PC Uninsured Diabetic Pediatric Patients Fund 50000 Alameda County Office of Education 313 West Winton Ave Hayward CA 94544 N/A GOV Summer 2023 Internships/Apprenticeships 25000 Future Talent of Silicon Valley 1922 The Alameda Suite 214 San Jose CA 95126 N/A PC Course Curriculum & Facility Improvements 25000 Children's Hospital Foundation 1 Inventa Place 6th Floor Silver Spring MD 20910 N/A PC Child Life Specialist 90000 J F Shea Therapeutic Riding Center 26284 Oso Road San Juan Capistrano CA 92675 N/A PC Mental Health Program 20000 2043378 14 7762 14 694321 18 -463309 238774 238774 false false false false false false false false false false Tax Preparation 3260 0 0 3260 Mary L Bianco The President, who is a disqualified person under Treasury Regulation Section 53.4941(d)-2(d)(3)in relation to the Foundation, was compensated $35,000 as Executive Director of the Foundation. Compensation to a disqualified person for services which are necessary to carry out the exempt purpose of the Foundation if not excessive is not self dealing under Regulation 53.4941(d)-3(c). Abbott Laboratories, 941 Sh 103576 103576 Johnson & Johnson, 992 Sh 155486 155486 Cisco Systems Inc, 2,215 Sh 111902 111902 Microsoft Corp, 660 Sh 248186 248186 Oracle Corporation, 1,582 Sh 166790 166790 Thermo Fisher Scientific, 105 Sh 55733 55733 Accenture PLC, 442 Sh 155102 155102 Lockhead Martin Corp, 313 Sh 141864 141864 Nestle SA, 753 Sh 87307 87307 Omnicom Group Inc, 937 Sh 81060 81060 Parker-Hannifin Corp, 432 Sh 199022 199022 Texas Instruments, 797 Sh 135857 135857 3M Company, 287 Sh 31375 31375 Ansys Inc, 306 Sh 111041 111041 Ball Corp, 1,970 Sh 113314 113314 Danaher Corp, 464 Sh 107342 107342 Diageo PLC, 1,584 Sh 230725 230725 Fiserv Inc, 2,609 Sh 346580 346580 Markel Corp, 101 Sh 143410 143410 O Reilly Automotive, 33 Sh 31353 31353 Ross Stores Inc, 1,838 Sh 254361 254361 Sherwin Williams Company, 798 Sh 248896 248896 Teleflex Inc, 581 Sh 144866 144866 U S Bancorp, 4,701 Sh 203459 203459 Visa Inc, 1,203 Sh 313201 313201 White Mountains Insurance, 372 Sh 559864 559864 Steris PLC, 817 Sh 179617 179617 Motorola Solutions, 698 Sh 218537 218537 Watsco, Inc, 177 Sh 75839 75839 Mastercard Inc, 451 Sh 192356 192356 TJX Companies Inc, 5,397 Sh 506292 506292 Verisk Analytics Inc, 585 Sh 139733 139733 Alphabet Inc, 2,260 Sh 318502 318502 Kinder Morgan Inc, 4,110 Sh 72500 72500 Procter & Gamble Co, 1,047 Sh 153427 153427 Wal-Mart Stores, 883 Sh 139205 139205 Cooper Companies, 467 Sh 176731 176731 Berkshire Hathaway, 200 Sh 1085250 1085250 Ametek Inc, 1,036 Sh 170826 170826 CDW Corp, 814 Sh 185038 185038 Home Depot Inc, 361 Sh 125105 125105 McDonalds Corp, 312 Sh 92511 92511 Roche Hldg, 814 Sh 29491 29491 Allstate Corp, 800 Sh 111984 111984 Apple Inc, 638 Sh 122834 122834 Arch Capital, 700 Sh 51989 51989 Autozone Inc, 50 Sh 129281 129281 Deckers Outdoor Corp, 50 Sh 33422 33422 Dell Technologies Inc, 500 Sh 38250 38250 Expeditors Intl Wash, 1,300 Sh 165360 165360 FTI Consulting Inc, 100 Sh 19915 19915 Gilead Sciences Inc, 250 Sh 20253 20253 Hershey Co, 300 Sh 55932 55932 HP Inc, 4,250 Sh 127883 127883 Interpublic Group, 2,000 Sh 65280 65280 Jabil Inc, 300 Sh 38220 38220 Jacobs Solutions Inc, 100 Sh 12980 12980 Kroger Co, 1,200 Sh 54852 54852 Lab Co of America, 200 Sh 45458 45458 Landstar Systems, 100 Sh 19365 19365 Louisiana Pacific Co, 1,000 Sh 70830 70830 Mastec Inc, 175 Sh 13251 13251 McKesson Corp, 100 Sh 46298 46298 Mondelez Intl, 750 Sh 54322 54322 Netapp Inc, 250 Sh 22040 22040 Northrop Grumman Corp, 250 Sh 117035 117035 Old Dominion Freight, 50 Sh 20266 20266 Old Republic Intl, 2,500 Sh 73500 73500 Williams Sonoma, 125 Sh 25222 25222 Lilly Eli & Co, 87 Sh 50715 50715 RTX Corp, 1,591 Sh 133868 133868 Veralto Corp, 154 Sh 12669 12669 Omega Healthcare Invs Inc, 23,538 Sh FMV 721675 721675 Gladstone Coml Corp, 72,908 Sh FMV 965302 965302 One Liberty PPTYS Inc, 25,307 Sh FMV 554476 554476 Stag Industrial Inc, 18,415 Sh FMV 722973 722973 Vanguard Small Cap ETF, 4,346 Sh FMV 927132 927132 Vanguard Total Stock, 2,151 Sh FMV 510260 510260 EPR Properties, 19,421 Sh FMV 940947 940947 Iron Mountain, 16,240 Sh FMV 1136475 1136475 Getty Realty Corp, 23,480 Sh FMV 686086 686086 Terreno Realty Corp, 5,026 Sh FMV 314979 314979 LXP Industrial Trust, 76,000 Sh FMV 753920 753920 Clearway Energy Inc, 16,700 Sh FMV 427186 427186 Rexford Indl Realty, 5,000 Sh FMV 280500 280500 iShares Micro Cap, 125 Sh FMV 14504 14504 iShares Russell 3000, 2,054 Sh FMV 562262 562262 SPDR S&P 500 ETF, 1,689 Sh FMV 802799 802799 Vanguard Large Cap, 2,187 Sh FMV 477094 477094 Vanguard Mid Cap Val, 3,379 Sh FMV 489989 489989 Vanguard Small Cap Val, 381 Sh FMV 68569 68569 Vanguard Value ETF, 200 Sh FMV 29900 29900 NNN REIT Inc, 5,000 Sh FMV 215500 215500 Legal Fees 1053 0 0 1053 Accrued Income 45551 41817 41817 Computer Expense 442 442 Dues & Subscriptions 233 233 Filing Fees 200 200 Grantee Sponsorships 20473 20473 Insurance 1822 1822 Miscellaneous Expenses 182 182 Office Equipment 83 83 Office Supplies 633 633 Other Investment Expenses 65 65 Postage & Delivery 22 22 Telephone 699 699 Investment Managment Fees 65223 65223 0 0 Mary Bianco President 1952 Reimbursable Expenses Excise Tax 30797