2023-05-15T15:16:43-07:00 2022-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2022-01-01 943356929 The Moca Foundation MOCA 4089812885 7500 Monterey Street Gilroy CA 95020 Mary L Bianco President 2023-05-15 false Mary L Bianco 999009999 true Carol Duffield P01257136 4159830200 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 21973659 X X 895 895 850442 850442 811390 4350204 811390 78411 1741138 1662727 53973 53973 3150 3150 52373 52373 20970 1503 1258 1258 7062 7062 8254 8254 147040 53876 73697 1562446 1562446 1709486 53876 1636143 31652 1608851 1858326 696767 696767 117 305 305 12146557 9809013 9809013 12608026 11422023 11422023 39183 45551 45551 26652209 21973659 21973659 0 X 16914973 12236423 9737236 9737236 26652209 21973659 26652209 21973659 26652209 31652 26683861 4710202 21973659 Sales of Publicly Traded Securities P 2000-01-01 2022-12-31 4350204 3538814 811390 811390 811390 22363 22363 22363 14232 14232 X 302 8433 0 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 San Jose CA 95020 Trustee/Pres 12.00 25000 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 23582 5391 James Brescia 7500 Monterey Street Gilroy CA 95020 Trustee 2.00 0 NONE Charles Schwab 211 Main Street San Francisco CA 94105 Investment Advice 52373 22290684 943388 0 23234072 0 23234072 348511 22885561 1144278 1144278 22363 22363 1121915 1121915 1121915 1636143 1636143 1121915 782216 951225 1733441 1636143 0 1121915 514228 2247669 0 2247669 782216 951225 514228 Mary L Bianco X Schwab Charitable Fund 211 Main Street San Francisco CA 94105 N/A PC Discretionary Grants 1125446 Yonkers Partners in Education 86 Main Street 301 Yonkers NY 10701 N/A PC Student Support 30000 Family House Inc 540 Mission Bay Blvd San Francisco CA 94158 N/A PC Food & Transportation Costs 50000 Family House Inc 540 Mission Bay Blvd San Francisco CA 94158 N/A PC Grant for increased food costs 45000 Kara 457 Kingsley Avenue Palo Alto CA 94301 N/A PC Spanish Language Services and Journeys Program 25000 Cancer CAREpoint Inc 2505 Samaritan Drive Suite 402 San Jose CA 95124 N/A PC Classes & Media Equipment 32000 Girls Incorporated of Orange County 1801 E Edinger Avenue Suite 255A Santa Ana CA 92705 N/A PC Girls Meet the Workforce & Project Accelerate 25000 Lucile Packard Fdn for Children's H 400 Hamilton Avenue Suite 340 Palo Alto CA 94301 N/A PC Uninsured Diabetic Pediatric Patients Fund 35000 National Foundation for Celiac Awar 20350 Ventura Boulevard Ste 240 Woodland Hills CA 91364 N/A PC Community Engagement Coordinator 20000 A Woman's Nation 1880 Century Park E Ste 1600 Los Angeles CA 90067 N/A PC "10 Things" Guide 20000 Hospice of San Luis Obispo County 1304 Pacific Street San Luis Obispo CA 93401 N/A PC Therapist 25000 Protestant Episcopal Church in Dioc 1055 Taylor Street San Francisco CA 94108 N/A PC Choir Fieldtrip Sponsorship and Translation Services 40000 San Luis Obispo Repertory Theater 888 Morro Street San Luis Obispo CA 93401 N/A PC Staffing Support 30000 Nova Ukraine 963 Mears Ct Stanford CA 94305 N/A PC Emergency Housing & Adopt-A-Family (Ukrainian Refugee Support) 30000 IfWhenHow 1714 Franklin Street 100-393 Oakland CA 94612 N/A PC Repro Legal Defense Fund 30000 1562446 14 895 14 850442 18 811390 Return of Capital REITs 18 78411 1741138 1741138 false false false false false false false false false false Tax Preparation 3150 0 0 3150 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 $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). Abbott Laboratories, 941 Sh 103312 103312 Johnson & Johnson, 992 Sh 175237 175237 Raytheon Co, 1,591 Sh 160564 160564 Cisco Systems Inc, 2,215 Sh 105523 105523 Microsoft Corp, 509 Sh 122068 122068 Oracle Corporation, 1,582 Sh 129313 129313 Thermo Fisher Scientific, 105 Sh 57822 57822 CVS Health Corp, 900 Sh 83871 83871 Accenture PLC, 442 Sh 117943 117943 Arthur J Gallagher & Co, 727 Sh 137067 137067 Lockhead Martin Corp, 313 Sh 152271 152271 Nestle SA, 753 Sh 87265 87265 Omnicom Group Inc, 937 Sh 76431 76431 Parker-Hannifin Corp, 432 Sh 125712 125712 Texas Instruments, 797 Sh 131680 131680 3M Company, 287 Sh 34417 34417 Ansys Inc, 306 Sh 73927 73927 Ball Corp, 1,970 Sh 100746 100746 Danaher Corp, 464 Sh 123155 123155 Diageo PLC, 1,584 Sh 282253 282253 Fiserv Inc, 2,609 Sh 263692 263692 Markel Corp, 101 Sh 133066 133066 O Reilly Automotive, 310 Sh 261649 261649 Ross Stores Inc, 1,838 Sh 213337 213337 Sherwin Williams Company, 798 Sh 189389 189389 Teleflex Inc, 581 Sh 145035 145035 U S Bancorp, 4,701 Sh 205011 205011 Visa Inc, 1,203 Sh 249935 249935 White Mountains Insurance, 372 Sh 526131 526131 Steris PLC, 817 Sh 150892 150892 Motorola Solutions, 698 Sh 179882 179882 Watsco, Inc, 177 Sh 44144 44144 Mastercard Inc, 451 Sh 156826 156826 TJX Companies Inc, 5,397 Sh 429601 429601 Verisk Analytics Inc, 585 Sh 103206 103206 Alphabet Inc, 2,260 Sh 200530 200530 Kinder Morgan Inc, 4,110 Sh 74309 74309 Procter & Gamble Co, 1,047 Sh 158683 158683 Wal-Mart Stores, 883 Sh 125201 125201 Cooper Companies, 467 Sh 154423 154423 Berkshire Hathaway, 200 Sh 937422 937422 Ametek Inc, 1,036 Sh 144750 144750 CDW Corp, 814 Sh 145364 145364 Home Depot Inc, 361 Sh 114025 114025 McDonalds Corp, 312 Sh 82221 82221 Roche Hldg, 814 Sh 31868 31868 Albertsons Co, 1,000 Sh 20740 20740 Allstate Corp, 800 Sh 108480 108480 American Financial, 200 Sh 27456 27456 Apple Inc, 100 Sh 12993 12993 Applied Materials, 120 Sh 11686 11686 Arch Capital, 700 Sh 43946 43946 Archer Daniels Midln, 200 Sh 18570 18570 Autozone Inc, 50 Sh 123309 123309 Blackrock Inc, 25 Sh 17716 17716 Bristol-Myers Squibb, 200 Sh 14390 14390 Bunge Limited, 100 Sh 9977 9977 CBOE Global Markets Inc, 125 Sh 15684 15684 Cincinnati Financial, 750 Sh 76793 76793 Deckers Outdoor Corp, 50 Sh 19958 19958 Dell Technologies Inc, 500 Sh 20110 20110 Dicks Sporting Goods, 150 Sh 18044 18044 Dominos Pizza Inc, 60 Sh 20784 20784 Embecta Corp, 58 Sh 1467 1467 Expeditors Intl Wash, 1,300 Sh 135096 135096 FTI Consulting Inc, 100 Sh 15880 15880 General Dynamics Co, 70 Sh 17368 17368 Gilead Sciences Inc, 250 Sh 21462 21462 Hanover Insurance, 100 Sh 13513 13513 HCA Healthcare Inc, 70 Sh 16797 16797 Hershey Co, 300 Sh 69471 69471 HP Inc, 4,250 Sh 114198 114198 Huntington Ingalls, 300 Sh 69204 69204 Interpublic Group, 2,000 Sh 66620 66620 JM Smucker Co, 125 Sh 19807 19807 Jabil Inc, 300 Sh 20460 20460 Jacobs Solutions Inc, 100 Sh 12007 12007 Juniper Networks, 500 Sh 15980 15980 Knight Swift Transportation, 400 Sh 20964 20964 Kroger Co, 1,200 Sh 53496 53496 Lab Co of America, 200 Sh 47096 47096 Landstar Systems, 100 Sh 16290 16290 Louisiana Pacific Co, 1,000 Sh 59200 59200 L3Harris Technologies, 500 Sh 104105 104105 Mastec Inc, 175 Sh 14933 14933 McKesson Corp, 100 Sh 37512 37512 Meta Platforms Inc, 80 Sh 9627 9627 Mondelez Intl, 750 Sh 49987 49987 NASDAQ Inc, 300 Sh 18405 18405 Netapp Inc, 250 Sh 15015 15015 Northrop Grumman Corp, 250 Sh 136402 136402 Old Dominion Freight, 50 Sh 14189 14189 Old Republic Intl, 2,500 Sh 60375 60375 Otis Worldwide Corp, 200 Sh 15662 15662 Republic Services, 100 Sh 12899 12899 Stifel Financial, 200 Sh 11674 11674 T Rowe Price Group, 250 Sh 27265 27265 Target Corp, 300 Sh 44712 44712 Tractor Supply Co, 100 Sh 22497 22497 Walgreens Boots Alliance, 300 Sh 11208 11208 Williams Sonoma, 125 Sh 14365 14365 Omega Healthcare Invs Inc, 23,538 Sh FMV 657887 657887 Gladstone Coml Corp, 40,608 Sh FMV 751248 751248 One Liberty PPTYS Inc, 25,307 Sh FMV 562322 562322 Stag Industrial Inc, 18,415 Sh FMV 594989 594989 Vanguard Small Cap ETF, 5,135 Sh FMV 942478 942478 Vanguard Total Stock, 2,893 Sh FMV 553113 553113 EPR Properties, 16,421 Sh FMV 732560 732560 Iron Mountain, 16,240 Sh FMV 809564 809564 Getty Realty Corp, 23,480 Sh FMV 794798 794798 Terreno Realty Corp, 5,026 Sh FMV 285829 285829 WP Carey Inc, 7,583 Sh FMV 592611 592611 Public Storage REIT, 30 Sh FMV 8406 8406 Broadstone Net Lease Inc, 15,000 Sh FMV 243150 243150 LXP Industrial Trust, 73,455 Sh FMV 736019 736019 Clearway Energy Inc, 7,700 Sh FMV 230384 230384 National Retail Ppty, 3,000 Sh FMV 137280 137280 Rexford Indl Realty, 4,000 Sh FMV 218560 218560 iShares Micro Cap, 125 Sh FMV 13479 13479 iShares Russell 3000, 4,463 Sh FMV 984895 984895 SPDR S&P 500 ETF, 1,689 Sh FMV 645924 645924 Vanguard Large Cap, 2,187 Sh FMV 380975 380975 Vanguard Mid Cap Val, 3,379 Sh FMV 456976 456976 Vanguard Small Cap Val, 381 Sh FMV 60503 60503 Vanguard Value ETF, 200 Sh FMV 28073 28073 Accrued Income 39183 45551 45551 Filing Fees 220 220 Grantee Sponsorships 3870 3870 Insurance 1621 1621 Miscellaneous Expenses 422 422 Office Equipment 919 919 Office Supplies 565 565 Postage & Delivery 18 18 Telephone 619 619 Return of Capital REITs 78411 Investment Managment Fees 52373 52373 0 0 Excise Tax 19467 Taxes w/h on Foreign Dividends 1503 1503