2025-03-19T12:44:05-07:00 2024-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2024-01-01 943356929 The Moca Foundation MOCA 4089812885 7500 Monterey Street Gilroy CA 95020 Mary L Bianco President 2025-03-19 true true Carol Duffield P01257136 4159830200 2024 2025-03-06 01:10:19Z X 24943950 X X 6123 6123 715964 715964 440630 3713754 440630 1162717 1162717 68571 68571 3380 3380 65710 65710 3000 744 744 26808 26808 97 97 26550 3269 23281 194860 68979 122881 1259522 1259522 1454382 68979 1382403 -291665 1093738 821157 774493 774493 1952 2205 2205 932 932 10095906 10705741 10705741 11602528 13416308 13416308 41817 44271 44271 22563360 24943950 24943950 0 X 12826124 15206714 9737236 9737236 22563360 24943950 22563360 24943950 22563360 -291665 2679025 24950720 6770 24943950 Sales of Publicly Traded Securities P 2000-01-01 2024-12-31 3713754 3273124 440630 440630 440630 15203 15203 15203 16513 16513 X 1310 1310 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 40000 Alexandra Morgan 7500 Monterey Street Gilroy CA 95020 Trustee 6.00 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 6.00 0 May van Scherrenburg 7500 Monterey Street Gilroy CA 95020 Secretary 8.00 24531 4040 James Brescia 7500 Monterey Street Gilroy CA 95020 Trustee 6.00 0 Rob Fletcher 7500 Monterey Street Gilroy CA 95020 Trustee 8.00 0 NONE CC LLC 30262 Crown Valley Pkwy Ste B-116 Laguna Niguel CA 92677 Investment Advice 65710 23682199 757483 0 24439682 0 24439682 366595 24073087 1203654 1203654 15203 15203 1188451 1188451 1188451 1382403 1382403 1188451 782216 951225 514228 1071904 3319573 1382403 0 1188451 193952 3513525 0 3513525 782216 951225 514228 1071904 193952 Mary L Bianco X Jewish Family Children's Svc 1710 Scott Street San Francisco CA 94115 N/A PC Staff Development & Training 37100 Community Music Center 544 Capp Street San Francisco CA 94110 N/A PC Staff Development & Piano Scholarships 35000 Schwab Charitable Fund 211 Main Street San Francisco CA 94105 N/A PC Discretionary Grants 849922 Childrens Hospital Los Angeles 4650 Sunset Blvd Los Angeles CA 90027 N/A PC Eating Disorders Program and Vision Center 55000 San Luis Obispo County Office of Ed 3350 Education Drive San Luis Obispo CA 93405 N/A GOV Scholarships & Raising a Reader 100000 Kara 457 Kingsley Avenue Palo Alto CA 94301 N/A PC New Finance and Operations Staff Position 57500 Girls Incorporated of Orange County 1801 E Edinger Avenue Suite 255A Santa Ana CA 92705 N/A PC Eureka! School Year Program 100000 Hospice of San Luis Obispo County 1304 Pacific Street San Luis Obispo CA 93401 N/A PC Electronic Health Records Software and Counselor Stipends 25000 1259522 14 6123 14 715964 18 440630 1162717 1162717 false false false false false false false false false false Tax Preparation 3380 0 0 3380 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 $40,000 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 106437 106437 Johnson & Johnson, 992 Sh 143463 143463 Cisco Systems Inc, 2,215 Sh 131128 131128 Microsoft Corp, 660 Sh 278190 278190 Oracle Corporation, 1,582 Sh 263624 263624 Thermo Fisher Scientific, 105 Sh 54624 54624 Accenture PLC, 442 Sh 155491 155491 Lockhead Martin Corp, 313 Sh 152099 152099 Nestle SA, 753 Sh 61008 61008 Omnicom Group Inc, 937 Sh 80619 80619 Parker-Hannifin Corp, 432 Sh 274765 274765 Texas Instruments, 797 Sh 149445 149445 Ansys Inc, 306 Sh 103223 103223 Ball Corp, 1,970 Sh 108606 108606 Danaher Corp, 464 Sh 106511 106511 Diageo PLC, 1,584 Sh 201374 201374 Fiserv Inc, 1,750 Sh 359485 359485 Markel Corp, 101 Sh 174349 174349 O Reilly Automotive, 33 Sh 39131 39131 Ross Stores Inc, 1,838 Sh 278034 278034 Sherwin Williams Company, 798 Sh 271264 271264 Teleflex Inc, 581 Sh 103406 103406 U S Bancorp, 4,701 Sh 224849 224849 Visa Inc, 1,203 Sh 380196 380196 White Mountains Insurance, 343 Sh 667156 667156 Steris PLC, 817 Sh 167943 167943 Motorola Solutions, 698 Sh 322637 322637 Watsco, Inc, 177 Sh 83879 83879 Mastercard Inc, 451 Sh 237483 237483 TJX Companies Inc, 4,120 Sh 497737 497737 Verisk Analytics Inc, 585 Sh 161127 161127 Alphabet Inc, 2,260 Sh 430394 430394 Kinder Morgan Inc, 4,110 Sh 112614 112614 Procter & Gamble Co, 1,047 Sh 175530 175530 Wal-Mart Stores, 2,649 Sh 239337 239337 Cooper Companies, 1,868 Sh 171725 171725 Berkshire Hathaway, 2,239 Sh 1014894 1014894 Ametek Inc, 1,036 Sh 186749 186749 CDW Corp, 814 Sh 141669 141669 Home Depot Inc, 361 Sh 140425 140425 Allstate Corp, 800 Sh 154232 154232 Apple Inc, 638 Sh 159768 159768 Arch Capital, 700 Sh 64645 64645 Autozone Inc, 50 Sh 160100 160100 Deckers Outdoor Corp, 300 Sh 60927 60927 Dell Technologies Inc, 500 Sh 57620 57620 Expeditors Intl Wash, 1,300 Sh 144001 144001 Interpublic Group, 2,000 Sh 56040 56040 Jabil Inc, 300 Sh 43170 43170 Kroger Co, 1,200 Sh 73380 73380 Louisiana Pacific Co, 1,000 Sh 103550 103550 Mastec Inc, 175 Sh 23825 23825 McKesson Corp, 100 Sh 56991 56991 Mondelez Intl, 750 Sh 44798 44798 Netapp Inc, 250 Sh 29020 29020 Northrop Grumman Corp, 250 Sh 117323 117323 Old Republic Intl, 2,500 Sh 90475 90475 Williams Sonoma, 250 Sh 46295 46295 RTX Corp, 1,591 Sh 184111 184111 Veralto Corp, 154 Sh 15685 15685 Eli Lilly and Co, 87 Sh 67165 67165 Omega Healthcare Invs Inc, 23,538 Sh FMV 890913 890913 Gladstone Coml Corp, 68,908 Sh FMV 1119066 1119066 One Liberty PPTYS Inc, 25,307 Sh FMV 689363 689363 Stag Industrial Inc, 18,415 Sh FMV 622795 622795 Vanguard Small Cap ETF, 2,976 Sh FMV 715073 715073 Vanguard Total Stock, 2,151 Sh FMV 623381 623381 EPR Properties, 18,421 Sh FMV 815682 815682 Iron Mountain, 6,250 Sh FMV 656938 656938 Getty Realty Corp, 33,480 Sh FMV 1008752 1008752 Terreno Realty Corp, 13,100 Sh FMV 774734 774734 LXP Industrial Trust, 117,500 Sh FMV 954100 954100 Clearway Energy Inc, 43,000 Sh FMV 1051350 1051350 iShares Russell 3000, 2,054 Sh FMV 686550 686550 SPDR S&P 500 ETF, 1,689 Sh FMV 989889 989889 Vanguard Large Cap, 2,187 Sh FMV 589834 589834 Vanguard Mid Cap Val, 3,379 Sh FMV 546621 546621 Vanguard Small Cap Val, 381 Sh FMV 75507 75507 Vanguard Value ETF, 200 Sh FMV 33860 33860 NNN REIT Inc, 14,000 Sh FMV 571900 571900 Accrued Income 41817 44271 44271 Bank Fees 3203 3203 Computer Expense 900 900 Dues & Subscriptions 380 380 Filing Fees 95 95 Grantee Sponsorships 19365 19365 Insurance 1225 1225 Office Equipment 108 108 Office Supplies 360 360 Other Investment Fees 66 66 Postage & Delivery 6 6 Telephone 842 842 Investment Managment Fees 65710 65710 0 0 Mary Bianco President 2205 Reimbursable Expenses Excise Tax 3000