TY 2014 Form 990PF

- TIN:

Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2014

Open to Public Inspection

For calendar year 2014, or tax year beginning 2014, and ending , 20

Name of foundation
The Moca Foundation

Number and street (or P.O. box number if mail is not delivered to street address)1361 S Winchester Blvd Room/suite

City or town, state or province, country, and ZIP or foreign postal code
San Jose, CA95128

A Employer identification number

94-3356929

B Telephone number (see instructions)

(408) 981-2885

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$10,884,443J Accounting method: Cash Accrual
Other (specify)Modified Cash
(Part I, column (d) must be on cash basis.)

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach
	schedule)..............
2	Check
	Sch. B ...............
3	Interest on savings and temporary cash investments	3,036		3,036
4	Dividends and interest from securities......	296,179		295,858
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		28,431
b	Gross sales price for all assets on line 6a 4,070,576
7	Capital gain net income (from Part IV, line 2)...			28,431
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		10,795
12	Total. Add lines 1 through 11........	338,441		327,325
13	Compensation of officers, directors, trustees, etc.	49,905			49,905
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		3,135		3,135
c	Other professional fees (attach schedule)....		47,262	47,262
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		7,055	123
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	2,400			2,400
21	Travel, conferences, and meetings.......	17,751			17,751
22	Printing and publications..........	180			180
23	Other expenses (attach schedule).......		6,310		6,310
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	133,998		47,385	79,681
25	Contributions, gifts, grants paid........	515,000			515,000
26	Total expenses and disbursements. Add lines 24 and 25	648,998		47,385	594,681
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-310,557
b	Net investment income (if negative, enter -0-)			279,940
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2014)

Form 990-PF (2014)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............
	2	Savings and temporary cash investments..........	3,468,759	1,458,357	1,458,357
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....	201	490	490
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule)........	3,353,061	4,354,316	4,354,316
	c	Investments—corporate bonds (attach schedule)........
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........	4,150,164	5,071,280	5,071,280
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	10,972,185	10,884,443	10,884,443
	17	Accounts payable and accrued expenses..........
	18	Grants payable..................
	19	Deferred revenue..................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22)..........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted...................	222,185	134,443
	25	Temporarily restricted................
	26	Permanently restricted................	10,750,000	10,750,000
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds
	30	Total net assets or fund balances (see instructions)......	10,972,185	10,884,443
	31	Total liabilities and net assets/fund balances (see instructions)..	10,972,185	10,884,443

Part III	Analysis of Changes in Net Assets or Fund Balances
1	Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
	with end-of-year figure reported on prior year’s return)...............	1	10,972,185
2	Enter amount from Part I, line 27a.....................	2	-310,557
3	Other increases not included in line 2 (itemize)	3	222,815
4	Add lines 1, 2, and 3..........................	4	10,884,443
5	Decreases not included in line 2 (itemize)	5
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	10,884,443

Form 990-PF (2014)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1a
b
c
d
e

(e) Gross sales price		(f) Depreciation allowed (or allowable)	(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	28,431
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . . . .		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2013	600,563	10,991,080	0.05464
2012	218,473	8,091,927	0.02700
2011	667,121	1,117,057	0.59721
2010	249,468	603,992	0.41303
2009	11,602	240,176	0.04831

2	Total of line 1, column (d) ......................	2	1.14019
3	Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years. . .	3	0.22804
4	Enter the net value of noncharitable-use assets for 2014 from Part X, line 5.....	4	10,936,456
5	Multiply line 4 by line 3.......................	5	2,493,928
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	2,799
7	Add lines 5 and 6.........................	7	2,496,727
8	Enter qualifying distributions from Part XII, line 4..............	8	594,681
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

Form 990-PF (2014)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	5,599
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	5,599
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	5,599
6	Credits/Payments:

a	2014 estimated tax payments and 2013 overpayment credited to 2014	6a	6,144
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	6,144
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	545
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax545	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions

for definition)?.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

Form 990-PF (2014)

Page 5

Part VII-A

Statements Regarding Activities (continued)

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement (see instructions).................

Yes

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

May van Scherrenburg Telephone no. bullet

(408) 981-2885

Located at bullet

1361 S Winchester Blvd Ste 105San JoseCA ZIP+4 bullet

95128

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country?

16 No

See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet

Form 990-PF (2014)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?.................YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).........YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........

Organizations relying on a current notice regarding disaster assistance check here......... bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2014?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2014, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2014?...............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?........................YesNo

If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2014.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? (see instructions)..................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?............YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.......................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2014)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
Mary L Bianco	President 12.00	35,000
1361 S Winchester Blvd San Jose,CA95128	President 12.00	35,000
Rob Fletcher	Treasurer 2.00	0
1361 S Winchester Blvd San Jose,CA95128	Treasurer 2.00	0
Marc Vogl	Trustee 2.00	0
1361 S Winchester Blvd San Jose,CA95128	Trustee 2.00	0
Lisa Deutsch	Trustee 2.00	0
1361 S Winchester Blvd San Jose,CA95128	Trustee 2.00	0
Claudia Looney	Trustee 2.00	0
1361 S Winchester Blvd San Jose,CA95128	Trustee 2.00	0
May van Scherrenburg	Secretary 5.00	14,905
1361 S Winchester Blvd San Jose,CA95128	Secretary 5.00	14,905

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.		Expenses
1


2


3


4

Form 990-PF (2014)

Page 8

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.		Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

8,918,013

Average of monthly cash balances.......................

2,184,498

Fair market value of all other assets (see instructions)................

490

Total (add lines 1a, b, and c).........................

11,103,001

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

11,103,001

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

166,545

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

10,936,456

Minimum investment return. Enter 5% of line 5..................

546,823

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

546,823

Tax on investment income for 2014 from Part VI, line 5......

5,599

Income tax for 2014. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

5,599

Distributable amount before adjustments. Subtract line 2c from line 1............

541,224

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

541,224

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

541,224

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

594,681

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

594,681

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b (see instructions).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

594,681

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2014)

Page 9

Part XIII

Undistributed Income (see instructions)

	(a) Corpus	(c) 2013	(d) 2014
1 Distributable amount for 2014 from Part XI, line 7			541,224
2 Undistributed income, if any, as of the end of 2014:
a Enter amount for 2013 only.......		59,779
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2014:
a From 2009.......
b From 2010.......
c From 2011.......
d From 2012.......
e From 2013.......
fTotal of lines 3a through e.........
4Qualifying distributions for 2014 from Part
XII, line 4: $ 594,681
a Applied to 2013, but not more than line 2a			59,779
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions).........	0
d Applied to 2014 distributable amount.....			534,902
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2014.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2013. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2014. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2015 ..........			6,322
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8Excess distributions carryover from 2009 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2015. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2010....
b Excess from 2011....
c Excess from 2012....
d Excess from 2013....
e Excess from 2014....

Form 990-PF (2014)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2014, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2014	(b) 2013	(c) 2012	(d) 2011	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ...........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

Mary L Bianco

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2014)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Schwab Charitable Fund 211 Main Street San Francisco,CA94105	N/A	PC	Discretionary Grants	200,000
Schwab Charitable Fund 211 Main Street San Francisco,CA94105	N/A	PC	Discretionary Grants	150,000
Schwab Charitable Fund 211 Main Street San Francisco,CA94105	N/A	PC	Discretionary Grants	90,000
Allan Hancock College 800 S College Dr Santa Maria,CA93454	N/A	PC	General Support	25,000
San Luis Obispo County Community FD 550 Dana Street San Luis Obispo,CA93401	N/A	PC	General Support	10,000
Women's Community Clinic 1833 Fillmore Street San Francisco,CA94115	N/A	PC	General Support	20,000
Woods Humane Society 875 Oklahoma Ave San Luis Obispo,CA93405	N/A	PC	General Support	20,000
Total ................................. 3a				515,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2014)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ............			14	3,036
4 Dividends and interest from securities....			14	296,179
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property .............
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory .............			18	28,431
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: aReturn of Capital			18	10,795
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				338,441

13Total. Add line 12, columns (b), (d), and (e)..................

13338,441

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2014)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political

Yes

organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........YesNo

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2014)

Additional Data

Software ID:	14000265
Software Version:	2014v5.0

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2014 AccountingFeesSchedule

Name:

The Moca Foundation

EIN: 94-3356929

Software ID:14000265

Software Version:2014v5.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Tax Preparation	3,135	0	0	3,135

- TIN:

TY 2014 CompensationExplanation

Name:

The Moca Foundation

EIN: 94-3356929

Software ID:14000265

Software Version:2014v5.0

Person Name	Explanation
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).

- TIN:

TY 2014 InvestmentsCorpStockSchedule

Name:

The Moca Foundation

EIN: 94-3356929

Software ID:14000265

Software Version:2014v5.0

Name of Stock	End of Year Book Value	End of Year Fair Market Value
AT&T, 519 Sh	17,433	17,433
Abbott Laboratories, 463 Sh	20,844	20,844
American Water Works, 776 Sh	41,361	41,361
Bank Montreal Quebec, 276 Sh	19,521	19,521
Baxter International, 256 Sh	18,762	18,762
CME Group Inc, 336 Sh	29,786	29,786
General Electric Co, 1,419 Sh	35,858	35,858
Glaxosmithkline PLC, 471 Sh	20,131	20,131
Intel Corp, 414 Sh	15,024	15,024
Jonson & Johnson, 300 Sh	31,371	31,371
Kinder Morgan Mgmt LLC, 1,307 Sh	55,299	55,299
Maxim Intergrated Prod, 503 Sh	16,031	16,031
Merck & Co, 594 Sh	33,733	33,733
Microchip Technologies Inc, 480 Sh	21,653	21,653
Nisource Inc, 664 Sh	28,167	28,167
Oneok Inc, 839 Sh	41,774	41,774
Pembina Pipeline Corp, 306 Sh	11,141	11,141
Pfizer Inc, 591 Sh	18,410	18,410
Spectra Energy Corp, 1,153 Sh	41,854	41,854
Vodafone Group, 515 Sh	17,598	17,598
Williams Companies, 885 Sh	39,772	39,772
Digital Realty Trust Inc, 399 Sh	26,454	26,454
HCP Inc, 346 Sh	27,078	27,078
Hospitality Pptys Trust, 701 Sh	21,731	21,731
Omega Healthcare Invs Inc, 273 Sh	10,666	10,666
Senior Housing Pptys, 399 Sh	8,822	8,822
Stag Indl Inc, 19,050 Sh	466,725	466,725
Realty Income Corp, 11,497 Sh	548,522	548,522
American Intl Group Inc, 451 Sh	25,261	25,261
Archer Daniels Midland, 442 Sh	22,984	22,984
AT&T Inc, 522 Sh	17,534	17,534
Bank of New York Mellon, 658 Sh	26,695	26,695
Chevron Corp, 93 Sh	10,433	10,433
Chubb Corp, 131 Sh	13,555	13,555
Covidien PLC, 236 Sh	24,138	24,138
Gannett Company Inc, 446 Sh	14,241	14,241
General Electric Co, 708 Sh	17,891	17,891
Johnson & Johnson, 360 Sh	37,645	37,645
Kroger Co, 248 Sh	15,924	15,924
Merck & Co, 485 Sh	27,543	27,543
Nestle SA, 189 Sh	13,876	13,876
Packaging Corp, 287 Sh	22,400	22,400
Pepsi Co, 244 Sh	23,073	23,073
Procter & Gamble Co, 288 Sh	26,234	26,234
Raytheon Co, 188 Sh	20,336	20,336
Suncor Energy Inc, 405 Sh	12,871	12,871
Wal Mart Stores Inc, 279 Sh	23,961	23,961
Gladstone Coml Corp, 16,208 Sh	278,291	278,291
Lexington Rlty, 40,240 Sh	441,835	441,835
Select Income REIT, 20,807 Sh	507,899	507,899
Corning Inc, 794 Sh	18,206	18,206
Du Pont, 153 Sh	11,313	11,313
Golar Lng Ltd, 302 Sh	11,014	11,014
PNC Financial Svcs, 244 Sh	22,260	22,260
Zimmer Hldgs Inc, 180 Sh	20,416	20,416
Johnson Ctls Inc, 378 Sh	18,273	18,273
BCE Inc, 188 Sh	8,622	8,622
Cisco Systems Inc, 821 Sh	22,836	22,836
Ensco PLC, 253 Sh	7,577	7,577
Golar Lng Ltd, 229 Sh	8,352	8,352
Peoples United Finl Inc, 937 Sh	14,224	14,224
Ventas Inc, 311 Sh	22,299	22,299
Best Buy Inc, 29 Sh	13,097	13,097
General MTRS Co, 390 Sh	13,615	13,615
Microsoft Corp, 269 Sh	12,495	12,495
United Technologies Corp, 117 Sh	13,455	13,455
Abbvie Inc, 381 Sh	24,933	24,933
Ares Capital Corp, 590 Sh	9,207	9,207
Covanta Holding Corp, 462 Sh	10,169	10,169
Eaton Corp PLC, 266 Sh	18,077	18,077
Lyondellbasell INDS, 384 Sh	30,486	30,486
Microsoft Corp, 631 Sh	29,310	29,310
Novartis A G Spon, 228 Sh	21,126	21,126
Seagate Technology PLC, 361 Sh	24,007	24,007
Verizon Communications, 248 Sh	11,601	11,601
Host Hotels & Resorts, 941 Sh	22,368	22,368
Lamar Advertising, 639 Sh	34,276	34,276
Weyerhaeuser Co, 883 Sh	31,691	31,691
AON PLC, 300 Sh	28,449	28,449
Alibaba Group HLDG, 50 Sh	5,197	5,197
Altera Corporation, 200 Sh	7,388	7,388
Amazon Com Inc, 40 Sh	12,414	12,414
Andarko Petroleum Corp, 50 Sh	4,125	4,125
Berkley WR Corporation, 250 Sh	12,815	12,815
Berkshire Hathaway B, 225 Sh	33,784	33,784
Citigroup Inc, 525 Sh	28,408	28,408
Coca Cola Company, 450 Sh	18,999	18,999
Comcast CP, 300 Sh	17,267	17,267
Constellation Brand CL A, 125 Sh	12,271	12,271
Dish Network Corp, 150 Sh	10,934	10,934
Ecolab Inc, 175 Sh	18,291	18,291
Goldman Sachs Group, 50 Sh	9,692	9,692
Google Inc, 29 Sh	15,266	15,266
Google Inc Class A, 14 Sh	7,429	7,429
JP Morgan Chase & Co, 100 Sh	6,258	6,258
Liberty Global Inc, 625 Sh	30,194	30,194
Loews Corporation, 200 Sh	8,404	8,404
Microsoft Corp, 625 Sh	29,031	29,031
Mondelez INTL Inc, 425 Sh	15,438	15,438
Morgan Stanley, 475 Sh	18,430	18,430
Nestle S A Reg B, 200 Sh	14,590	14,590
Noble Energy Inc, 300 Sh	14,229	14,229
Oracle Corporation, 875 Sh	39,349	39,349
Pepsico Incorporated, 175 Sh	16,548	16,548
Praxair Inc, 100 Sh	12,956	12,956
Thermo Fisher Scientific, 75 Sh	9,397	9,397
Unitedhealth Group, 225 Sh	22,745	22,745
Valeant Pharma Intl, 75 Sh	10,733	10,733
Wal-Mart Stores Inc, 150 Sh	12,882	12,882
21st Cent Fox Cl B, 725 Sh	26,745	26,745
3M Company, 50 Sh	8,212	8,212

- TIN:

TY 2014 InvestmentsOtherSchedule2

Name:

The Moca Foundation

EIN: 94-3356929

Software ID:14000265

Software Version:2014v5.0

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
IVA International Fund 16,021.766 Sh	FMV	263,077	263,077
Aberdeen Emerging Mkts Fd, 54,415.018 Sh	FMV	734,059	734,059
Templeton Global Bond Fund 40,658.749 Sh	FMV	507,828	507,828
SPDR S&P 500, 3,346 Sh	FMV	687,737	687,737
Eaton Vance Tax Managed, 1,994 Sh	FMV	21,974	21,974
Edgewood Growth Fd Instit, 6,988.014 Sh	FMV	141,717	141,717
SPDR S&P 500, 744 Sh	FMV	152,922	152,922
Grandeur Peak Intl, 23,972.863 Sh	FMV	75,035	75,035
Thornburg Developing World, 2,334.735 Sh	FMV	43,146	43,146
Wisdomtree Japan Hedged, 2,812 Sh	FMV	138,435	138,435
Grandeur Peak Intl, 65,078.883 Sh	FMV	203,697	203,697
Thornburg Developing World, 7,370.857 Sh	FMV	136,213	136,213
Wisdomtree Japan Hedged, 346 Sh	FMV	17,034	17,034
Ishares TR MSCI Emerg, 2,588 Sh	FMV	101,683	101,683
Ishares TR MSCI EAFE ETF, 5,465 Sh	FMV	332,491	332,491
Kopernik Global All-Cap, 4688.953 Sh	FMV	36,996	36,996
IVA International Fund, 5,353.820	FMV	87,910	87,910
Lyrical U.S. Value Equity, 9749.870 Sh	FMV	157,948	157,948
Ishares TR Core S&P 500, 1,470 Sh	FMV	304,099	304,099
Ishares TR MSCI EAFE, 1,567 Sh	FMV	95,336	95,336
Wisdomtree TR Japan Hedged, 910 Sh	FMV	44,799	44,799
One Liberty PPTYS Inc, 12,750 Sh	FMV	301,793	301,793
Thornburg Developing World, 27,639.580	FMV	485,351	485,351

- TIN:

TY 2014 OtherExpensesSchedule

Name:

The Moca Foundation

EIN: 94-3356929

Software ID:14000265

Software Version:2014v5.0

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
Dues & Subscriptions	75	75
Filing Fees	105	105
Grantee Sponsorships	1,792	1,792
Insurance	960	960
Miscellaneous Expenses	772	772
Office Equipment	1,219	1,219
Office Supplies	992	992
Other Bank Fees	332	332
Postage & Delivery	63	63

- TIN:

TY 2014 OtherIncomeSchedule2

Name:

The Moca Foundation

EIN: 94-3356929

Software ID:14000265

Software Version:2014v5.0

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
Return of Capital	10,795

- TIN:

TY 2014 OtherProfessionalFeesSchedule

Name:

The Moca Foundation

EIN: 94-3356929

Software ID:14000265

Software Version:2014v5.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Investment Managment Fees	47,262	47,262	0	0

- TIN:

TY 2014 OtherReceivablesOfficersSch

Name:

The Moca Foundation

EIN: 94-3356929

Software ID:14000265

Software Version:2014v5.0

Travel Advance to Officers:

Item No.	1
Borrower's Name	Mary Bianco
Borrower's Title	President
Original Amount of Loan	288
Balance Due	490
Date of Note
Maturity Date
Repayment Terms
Interest Rate
Security Provided by Borrower
Purpose of Loan	Reimbursable Expenses
Description of Lender Consideration
Consideration FMV

- TIN:

TY 2014 TaxesSchedule

Name:

The Moca Foundation

EIN: 94-3356929

Software ID:14000265

Software Version:2014v5.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Excise Tax	6,932
Foreign Tax Dividends	123	123