MOCA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MOCA FOUNDATION (EIN 94-3356929)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202311359349105731
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T15:16:43-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371420474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery Street Suite 1305 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943356929 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Moca Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOCA | BusinessNameControlTxt |
| Phone | 4089812885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 Monterey Street | AddressLine1Txt |
| City | Gilroy | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary L Bianco | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mary L | PersonFirstNm |
| Person Last | Bianco | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carol Duffield | PreparerPersonNm |
| PTIN | P01257136 | PTIN |
| Phone | 4159830200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,973,659 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $895 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $895 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $850,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $850,442 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $811,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,350,204 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $811,390 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $78,411 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,741,138 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,662,727 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $53,973 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $53,973 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,373 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,373 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,970 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,503 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,258 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,258 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,062 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,062 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,254 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,254 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $147,040 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,876 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $73,697 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,562,446 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,562,446 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,709,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,876 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,636,143 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,652 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,608,851 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,858,326 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $696,767 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $696,767 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $117 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $305 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $305 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $12,146,557 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,809,013 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,809,013 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,608,026 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,422,023 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,422,023 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $39,183 | OtherAssetsBOYAmt |
| Other Assets EOY | $45,551 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $45,551 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,652,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,973,659 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,973,659 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,914,973 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,236,423 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $9,737,236 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $9,737,236 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,652,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,973,659 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,652,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,973,659 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,652,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,652 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,683,861 | SubtotalAmt |
| Other Decreases | $4,710,202 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,973,659 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sales of Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $4,350,204 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,538,814 | CostOrOtherBasisAmt |
| Gain Or Loss | $811,390 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $811,390 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $811,390 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,363 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,363 | SubtotalAmt |
| Tax Based On Investment Income | $22,363 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,232 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,232 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $302 | EsPenaltyAmt |
| Tax Due | $8,433 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | May van Scherrenburg | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4089812885 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 Monterey Street | AddressLine1Txt |
| City | Gilroy | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Mary L Bianco | |||||||
| 7500 Monterey Street | San Jose | CA | 95020 | Trustee/Pres | 12.00 | $25,000 | |
| 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 | $23,582 | $5,391 |
| James Brescia | |||||||
| 7500 Monterey Street | Gilroy | CA | 95020 | Trustee | 2.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles Schwab | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 Main Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Advice | ServiceTypeTxt |
| Compensation | $52,373 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,290,684 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $943,388 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,234,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $23,234,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $348,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,885,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,144,278 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,144,278 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,363 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,363 | TotalTaxAmt |
| Distributable Before Adj | $1,121,915 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,121,915 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,121,915 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,636,143 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,636,143 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,121,915 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $782,216 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $951,225 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,733,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,636,143 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,121,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $514,228 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,247,669 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,247,669 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $782,216 | ExcessFromYear2Amt |
| Excess From Year1 | $951,225 | ExcessFromYear1Amt |
| Excess From Current Year | $514,228 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Mary L Bianco | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Schwab Charitable Fund | |||||||
| 211 Main Street | San Francisco | CA | 94105 | N/A | PC | Discretionary Grants | $1,125,446 |
| Yonkers Partners in Education | |||||||
| 86 Main Street 301 | Yonkers | NY | 10701 | N/A | PC | Student Support | $30,000 |
| Family House Inc | |||||||
| 540 Mission Bay Blvd | San Francisco | CA | 94158 | N/A | PC | Food & Transportation Costs | $50,000 |
| Family House Inc | |||||||
| 540 Mission Bay Blvd | San Francisco | CA | 94158 | N/A | PC | Grant for increased food costs | $45,000 |
| Kara | |||||||
| 457 Kingsley Avenue | Palo Alto | CA | 94301 | N/A | PC | Spanish Language Services and Journeys Program | $25,000 |
| Cancer CAREpoint Inc | |||||||
| 2505 Samaritan Drive Suite 402 | San Jose | CA | 95124 | N/A | PC | Classes & Media Equipment | $32,000 |
| Girls Incorporated of Orange County | |||||||
| 1801 E Edinger Avenue Suite 255A | Santa Ana | CA | 92705 | N/A | PC | Girls Meet the Workforce & Project Accelerate | $25,000 |
| Lucile Packard Fdn for Children's H | |||||||
| 400 Hamilton Avenue Suite 340 | Palo Alto | CA | 94301 | N/A | PC | Uninsured Diabetic Pediatric Patients Fund | $35,000 |
| National Foundation for Celiac Awar | |||||||
| 20350 Ventura Boulevard Ste 240 | Woodland Hills | CA | 91364 | N/A | PC | Community Engagement Coordinator | $20,000 |
| A Woman's Nation | |||||||
| 1880 Century Park E Ste 1600 | Los Angeles | CA | 90067 | N/A | PC | "10 Things" Guide | $20,000 |
| Hospice of San Luis Obispo County | |||||||
| 1304 Pacific Street | San Luis Obispo | CA | 93401 | N/A | PC | Therapist | $25,000 |
| Protestant Episcopal Church in Dioc | |||||||
| 1055 Taylor Street | San Francisco | CA | 94108 | N/A | PC | Choir Fieldtrip Sponsorship and Translation Services | $40,000 |
| San Luis Obispo Repertory Theater | |||||||
| 888 Morro Street | San Luis Obispo | CA | 93401 | N/A | PC | Staffing Support | $30,000 |
| Nova Ukraine | |||||||
| 963 Mears Ct | Stanford | CA | 94305 | N/A | PC | Emergency Housing & Adopt-A-Family (Ukrainian Refugee Support) | $30,000 |
| IfWhenHow | |||||||
| 1714 Franklin Street 100-393 | Oakland | CA | 94612 | N/A | PC | Repro Legal Defense Fund | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,562,446 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $895 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $850,442 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $811,390 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Return of Capital REITs | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,411 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,741,138 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,741,138 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $3,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,150 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary L Bianco | PersonNm |
| Short Explanation | The President, who is a disqualified person under Treasury Regulation Section 53.4941(d)-2(d)(3)in relation to the Foundation, was compensated $25,000 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). | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (101 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbott Laboratories, 941 Sh | $103,312 | $103,312 |
| Johnson & Johnson, 992 Sh | $175,237 | $175,237 |
| Raytheon Co, 1,591 Sh | $160,564 | $160,564 |
| Cisco Systems Inc, 2,215 Sh | $105,523 | $105,523 |
| Microsoft Corp, 509 Sh | $122,068 | $122,068 |
| Oracle Corporation, 1,582 Sh | $129,313 | $129,313 |
| Thermo Fisher Scientific, 105 Sh | $57,822 | $57,822 |
| CVS Health Corp, 900 Sh | $83,871 | $83,871 |
| Accenture PLC, 442 Sh | $117,943 | $117,943 |
| Arthur J Gallagher & Co, 727 Sh | $137,067 | $137,067 |
| Lockhead Martin Corp, 313 Sh | $152,271 | $152,271 |
| Nestle SA, 753 Sh | $87,265 | $87,265 |
| Omnicom Group Inc, 937 Sh | $76,431 | $76,431 |
| Parker-Hannifin Corp, 432 Sh | $125,712 | $125,712 |
| Texas Instruments, 797 Sh | $131,680 | $131,680 |
| 3M Company, 287 Sh | $34,417 | $34,417 |
| Ansys Inc, 306 Sh | $73,927 | $73,927 |
| Ball Corp, 1,970 Sh | $100,746 | $100,746 |
| Danaher Corp, 464 Sh | $123,155 | $123,155 |
| Diageo PLC, 1,584 Sh | $282,253 | $282,253 |
| Fiserv Inc, 2,609 Sh | $263,692 | $263,692 |
| Markel Corp, 101 Sh | $133,066 | $133,066 |
| O Reilly Automotive, 310 Sh | $261,649 | $261,649 |
| Ross Stores Inc, 1,838 Sh | $213,337 | $213,337 |
| Sherwin Williams Company, 798 Sh | $189,389 | $189,389 |
| Teleflex Inc, 581 Sh | $145,035 | $145,035 |
| U S Bancorp, 4,701 Sh | $205,011 | $205,011 |
| Visa Inc, 1,203 Sh | $249,935 | $249,935 |
| White Mountains Insurance, 372 Sh | $526,131 | $526,131 |
| Steris PLC, 817 Sh | $150,892 | $150,892 |
| Motorola Solutions, 698 Sh | $179,882 | $179,882 |
| Watsco, Inc, 177 Sh | $44,144 | $44,144 |
| Mastercard Inc, 451 Sh | $156,826 | $156,826 |
| TJX Companies Inc, 5,397 Sh | $429,601 | $429,601 |
| Verisk Analytics Inc, 585 Sh | $103,206 | $103,206 |
| Alphabet Inc, 2,260 Sh | $200,530 | $200,530 |
| Kinder Morgan Inc, 4,110 Sh | $74,309 | $74,309 |
| Procter & Gamble Co, 1,047 Sh | $158,683 | $158,683 |
| Wal-Mart Stores, 883 Sh | $125,201 | $125,201 |
| Cooper Companies, 467 Sh | $154,423 | $154,423 |
| Berkshire Hathaway, 200 Sh | $937,422 | $937,422 |
| Ametek Inc, 1,036 Sh | $144,750 | $144,750 |
| CDW Corp, 814 Sh | $145,364 | $145,364 |
| Home Depot Inc, 361 Sh | $114,025 | $114,025 |
| McDonalds Corp, 312 Sh | $82,221 | $82,221 |
| Roche Hldg, 814 Sh | $31,868 | $31,868 |
| Albertsons Co, 1,000 Sh | $20,740 | $20,740 |
| Allstate Corp, 800 Sh | $108,480 | $108,480 |
| American Financial, 200 Sh | $27,456 | $27,456 |
| Apple Inc, 100 Sh | $12,993 | $12,993 |
| Applied Materials, 120 Sh | $11,686 | $11,686 |
| Arch Capital, 700 Sh | $43,946 | $43,946 |
| Archer Daniels Midln, 200 Sh | $18,570 | $18,570 |
| Autozone Inc, 50 Sh | $123,309 | $123,309 |
| Blackrock Inc, 25 Sh | $17,716 | $17,716 |
| Bristol-Myers Squibb, 200 Sh | $14,390 | $14,390 |
| Bunge Limited, 100 Sh | $9,977 | $9,977 |
| CBOE Global Markets Inc, 125 Sh | $15,684 | $15,684 |
| Cincinnati Financial, 750 Sh | $76,793 | $76,793 |
| Deckers Outdoor Corp, 50 Sh | $19,958 | $19,958 |
| Dell Technologies Inc, 500 Sh | $20,110 | $20,110 |
| Dicks Sporting Goods, 150 Sh | $18,044 | $18,044 |
| Dominos Pizza Inc, 60 Sh | $20,784 | $20,784 |
| Embecta Corp, 58 Sh | $1,467 | $1,467 |
| Expeditors Intl Wash, 1,300 Sh | $135,096 | $135,096 |
| FTI Consulting Inc, 100 Sh | $15,880 | $15,880 |
| General Dynamics Co, 70 Sh | $17,368 | $17,368 |
| Gilead Sciences Inc, 250 Sh | $21,462 | $21,462 |
| Hanover Insurance, 100 Sh | $13,513 | $13,513 |
| HCA Healthcare Inc, 70 Sh | $16,797 | $16,797 |
| Hershey Co, 300 Sh | $69,471 | $69,471 |
| HP Inc, 4,250 Sh | $114,198 | $114,198 |
| Huntington Ingalls, 300 Sh | $69,204 | $69,204 |
| Interpublic Group, 2,000 Sh | $66,620 | $66,620 |
| JM Smucker Co, 125 Sh | $19,807 | $19,807 |
| Jabil Inc, 300 Sh | $20,460 | $20,460 |
| Jacobs Solutions Inc, 100 Sh | $12,007 | $12,007 |
| Juniper Networks, 500 Sh | $15,980 | $15,980 |
| Knight Swift Transportation, 400 Sh | $20,964 | $20,964 |
| Kroger Co, 1,200 Sh | $53,496 | $53,496 |
| Lab Co of America, 200 Sh | $47,096 | $47,096 |
| Landstar Systems, 100 Sh | $16,290 | $16,290 |
| Louisiana Pacific Co, 1,000 Sh | $59,200 | $59,200 |
| L3Harris Technologies, 500 Sh | $104,105 | $104,105 |
| Mastec Inc, 175 Sh | $14,933 | $14,933 |
| McKesson Corp, 100 Sh | $37,512 | $37,512 |
| Meta Platforms Inc, 80 Sh | $9,627 | $9,627 |
| Mondelez Intl, 750 Sh | $49,987 | $49,987 |
| NASDAQ Inc, 300 Sh | $18,405 | $18,405 |
| Netapp Inc, 250 Sh | $15,015 | $15,015 |
| Northrop Grumman Corp, 250 Sh | $136,402 | $136,402 |
| Old Dominion Freight, 50 Sh | $14,189 | $14,189 |
| Old Republic Intl, 2,500 Sh | $60,375 | $60,375 |
| Otis Worldwide Corp, 200 Sh | $15,662 | $15,662 |
| Republic Services, 100 Sh | $12,899 | $12,899 |
| Stifel Financial, 200 Sh | $11,674 | $11,674 |
| T Rowe Price Group, 250 Sh | $27,265 | $27,265 |
| Target Corp, 300 Sh | $44,712 | $44,712 |
| Tractor Supply Co, 100 Sh | $22,497 | $22,497 |
| Walgreens Boots Alliance, 300 Sh | $11,208 | $11,208 |
| Williams Sonoma, 125 Sh | $14,365 | $14,365 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Omega Healthcare Invs Inc, 23,538 Sh | FMV | $657,887 | $657,887 |
| Gladstone Coml Corp, 40,608 Sh | FMV | $751,248 | $751,248 |
| One Liberty PPTYS Inc, 25,307 Sh | FMV | $562,322 | $562,322 |
| Stag Industrial Inc, 18,415 Sh | FMV | $594,989 | $594,989 |
| Vanguard Small Cap ETF, 5,135 Sh | FMV | $942,478 | $942,478 |
| Vanguard Total Stock, 2,893 Sh | FMV | $553,113 | $553,113 |
| EPR Properties, 16,421 Sh | FMV | $732,560 | $732,560 |
| Iron Mountain, 16,240 Sh | FMV | $809,564 | $809,564 |
| Getty Realty Corp, 23,480 Sh | FMV | $794,798 | $794,798 |
| Terreno Realty Corp, 5,026 Sh | FMV | $285,829 | $285,829 |
| WP Carey Inc, 7,583 Sh | FMV | $592,611 | $592,611 |
| Public Storage REIT, 30 Sh | FMV | $8,406 | $8,406 |
| Broadstone Net Lease Inc, 15,000 Sh | FMV | $243,150 | $243,150 |
| LXP Industrial Trust, 73,455 Sh | FMV | $736,019 | $736,019 |
| Clearway Energy Inc, 7,700 Sh | FMV | $230,384 | $230,384 |
| National Retail Ppty, 3,000 Sh | FMV | $137,280 | $137,280 |
| Rexford Indl Realty, 4,000 Sh | FMV | $218,560 | $218,560 |
| iShares Micro Cap, 125 Sh | FMV | $13,479 | $13,479 |
| iShares Russell 3000, 4,463 Sh | FMV | $984,895 | $984,895 |
| SPDR S&P 500 ETF, 1,689 Sh | FMV | $645,924 | $645,924 |
| Vanguard Large Cap, 2,187 Sh | FMV | $380,975 | $380,975 |
| Vanguard Mid Cap Val, 3,379 Sh | FMV | $456,976 | $456,976 |
| Vanguard Small Cap Val, 381 Sh | FMV | $60,503 | $60,503 |
| Vanguard Value ETF, 200 Sh | FMV | $28,073 | $28,073 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Income | Desc |
| BOY Book Value | $39,183 | BOYBookValueAmt |
| EOY Book Value | $45,551 | EOYBookValueAmt |
| EOYFMV | $45,551 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Filing Fees | $220 | $220 |
| Grantee Sponsorships | $3,870 | $3,870 |
| Insurance | $1,621 | $1,621 |
| Miscellaneous Expenses | $422 | $422 |
| Office Equipment | $919 | $919 |
| Office Supplies | $565 | $565 |
| Postage & Delivery | $18 | $18 |
| Telephone | $619 | $619 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Return of Capital REITs | Desc |
| Revenue And Expenses Per Books | $78,411 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Managment Fees | CategoryTxt |
| Amt | $52,373 | Amt |
| Net Investment Income | $52,373 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $19,467 | |
| Taxes w/h on Foreign Dividends | $1,503 | $1,503 |