TY 2015 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

2015

Open to Public Inspection

For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015

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

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

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

$9,737,236J Accounting method: Cash Accrual
Other (specify)Modified Cash
(Part I, column (d) must be on cash basis.)

	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	892		892
4	Dividends and interest from securities...	322,072		322,072
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		292,312
b	Gross sales price for all assets on line 6a 525,775
7	Capital gain net income (from Part IV, line 2)...			292,312
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).......
12	Total. Add lines 1 through 11........	615,276		615,276
13	Compensation of officers, directors, trustees, etc.	45,711			45,711
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		3,525		3,525
c	Other professional fees (attach schedule)....		50,432	50,432
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		5,605	550
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	2,400			2,400
21	Travel, conferences, and meetings.......	23,591			23,591
22	Printing and publications..........
23	Other expenses (attach schedule).......		3,218		3,218
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	134,482		50,982	78,445
25	Contributions, gifts, grants paid.......	566,525			566,525
26	Total expenses and disbursements. Add lines 24 and 25	701,007		50,982	644,970
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-85,731
b	Net investment income (if negative, enter -0-)			564,294
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2015)

Form 990-PF (2015)

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.........	1,458,357	968,254	968,254
	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).....	490	737	737
	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).......	4,354,316	3,994,209	3,994,209
	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)..........	5,071,280	4,774,036	4,774,036
	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)	10,884,443	9,737,236	9,737,236
	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..................	134,443
	25	Temporarily restricted...............
	26	Permanently restricted...............	10,750,000	9,737,236
		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).....	10,884,443	9,737,236
	31	Total liabilities and net assets/fund balances (see instructions).	10,884,443	9,737,236

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

10,884,443

Enter amount from Part I, line 27a .....................

-85,731

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

10,798,712

Decreases not included in line 2 (itemize) bullet

1,061,476

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

9,737,236

Form 990-PF (2015)

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.)
1 a	Capital Gain Distributions	P	2000-01-01	2015-12-31
b	Sales of Publicly Traded Secuties	P	2001-01-01	2015-12-31
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	63,159		63,159
b	462,616	233,463	229,153
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(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			63,159
b			229,153
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	292,312
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))
2014	594,681	10,936,456	0.05438
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

Total of line 1, column (d) .....................

21.146261

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 . . .

0.229252

Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....

10,356,162

Multiply line 4 by line 3......................

2,374,171

Enter 1% of net investment income (1% of Part I, line 27b)...........

5,643

Add lines 5 and 6........................

2,379,814

Enter qualifying distributions from Part XII, line 4.............

644,970

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 (2015)

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 here and 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	11,286
	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	11,286
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	11,286
6	Credits/Payments:

a	2015 estimated tax payments and 2014 overpayment credited to 2015	6a	5,600
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	5,600
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	5,686
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax	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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?

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

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

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

Form 990-PF (2015)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 2015, 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

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 2015?.............

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 2015, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2015?.............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 2015 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 2015.)..................

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 2015?

Form 990-PF (2015)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (Continued)

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 (2015)

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-)
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
Carol Duffield	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	10,711
1361 S Winchester Blvd San Jose,CA95128	Secretary 5.00	10,711

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

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

Form 990-PF (2015)

Page 8

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...................

9,137,078

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

1,376,055

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

737

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

10,513,870

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.........................

10,513,870

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

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

157,708

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

10,356,162

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

517,808

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....................

517,808

Tax on investment income for 2015 from Part VI, line 5......

11,286

Income tax for 2015. (This does not include the tax from Part VI.)...

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

11,286

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

506,522

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

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

506,522

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

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

506,522

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 ..........

644,970

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

644,970

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..............

644,970

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 (2015)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(c) 2014	(d) 2015
1 Distributable amount for 2015 from Part XI, line 7				506,522
2 Undistributed income, if any, as of the end of 2015:
a Enter amount for 2014 only.......			6,322
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2015:
a From 2010......
b From 2011......
c From 2012......
d From 2013......
e From 2014......
fTotal of lines 3a through e........
4Qualifying distributions for 2015 from Part
XII, line 4: $ 644,970
a Applied to 2014, but not more than line 2a			6,322
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 2015 distributable amount.....				506,522
e Remaining amount distributed out of corpus		132,126
5 Excess distributions carryover applied to 2015.
(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		132,126
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 2014. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2016. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2015 ..........				0
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 2010 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2016. Subtract lines 7 and 8 from line 6a ......		132,126
10 Analysis of line 9:
a Excess from 2011....
b Excess from 2012....
c Excess from 2013....
d Excess from 2014....
e Excess from 2015....	132,126

Form 990-PF (2015)

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 2015, 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) 2015	(b) 2014	(c) 2013	(d) 2012	(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 (2015)

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
American Cancer Society 1710 Webster Street Oakland,CA94612	N/A	PC	General Support	100
Sarah Lawrence College 1 Meadway Bronxville,NY10708	N/A	PC	General Support	75
San Francisco Suicide Prevention PO Box 191350 San Francisco,CA94119	N/A	PC	General Support	1,100
Schwab Charitable Fund 211 Main Street San Francisco,CA94105	N/A	PC	Discretionary Grants	475,000
University of California San Franci 505 Parnassus Avenue San Francisco,CA94122	N/A	PC	To assist low-income populations defray the expenses for cleft and craniofacial procedures	15,000
Ojai Music Festival 201 S Signal St Ojai,CA93023	N/A	PC	General Support	250
California Alliance for Arts Educat 495 East Colorado Boulevard Pasadena,CA91101	N/A	PC	General Support	10,000
Vancouver Symphony Orchestra PO BOX 525 Vancouver,WA98666	N/A	PC	VSO Institute at Whistler	10,000
The Tech Museum of Innovation 201 South Market Street San Jose,CA95113	N/A	PC	Scholarship supported field trips for Title 1 Schools	15,000
Raising a Reader 330 Twin Dolphin Drive No 147 Redwood City,CA94065	N/A	PC	RAR Program in San Jose	10,000
Vida Verde Nature Education 3540 La Honda San Gregorio,CA94074	N/A	PC	To sponsor one class of low-income youth and support instructor professional development	15,000
Public Health Institute 555 12th Street 10th Floor Oakland,CA94607	N/A	PC	To support the Natural Progression of Celiac Disease in a Multi-Generational Cohort Study	15,000
Total ................................. 3a				566,525

bApproved for future payment

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

Form 990-PF (2015)

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	892
4 Dividends and interest from securities....			14	322,072
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	292,312
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				615,276

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

13615,276

(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 (2015)

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 organizations?

Yes

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 EIN
	Firm's address				Phone no.

Form 990-PF (2015)

Additional Data

Software ID:	15000324
Software Version:	2015v2.0

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2015 AccountingFeesSchedule

Name:

The Moca Foundation

EIN:

94-3356929

Software ID:

15000324

Software Version:

2015v2.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Tax Preparation	3,525	0	0	3,525

- TIN:

TY 2015 CompensationExplanation

Name:

The Moca Foundation

EIN:

94-3356929

Software ID:

15000324

Software Version:

2015v2.0

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 2015 InvestmentsCorpStockSchedule

Name:

The Moca Foundation

EIN:

94-3356929

Software ID:

15000324

Software Version:

2015v2.0

Name of Stock	End of Year Book Value	End of Year Fair Market Value
AT&T, 519 Sh	17,859	17,859
Abbott Laboratories, 443 Sh	19,895	19,895
American Water Works, 298 Sh	17,806	17,806
Bank Montreal Quebec, 276 Sh	15,572	15,572
CME Group Inc, 182 Sh	16,489	16,489
General Electric Co, 1,268 Sh	39,498	39,498
Glaxosmithkline PLC, 471 Sh	19,005	19,005
Jonson & Johnson, 300 Sh	30,816	30,816
Maxim Intergrated Prod, 244 Sh	9,272	9,272
Merck & Co, 594 Sh	31,375	31,375
Microchip Technologies Inc, 480 Sh	22,339	22,339
Nisource Inc, 664 Sh	12,955	12,955
Oneok Inc, 839 Sh	20,690	20,690
Pembina Pipeline Corp, 306 Sh	6,659	6,659
Pfizer Inc, 591 Sh	19,077	19,077
Spectra Energy Corp, 1,153 Sh	27,603	27,603
Vodafone Group, 515 Sh	16,614	16,614
Williams Companies, 885 Sh	22,745	22,745
Digital Realty Trust Inc, 399 Sh	30,172	30,172
HCP Inc, 615 Sh	23,518	23,518
Hospitality Pptys Trust, 701 Sh	18,331	18,331
Omega Healthcare Invs Inc, 273 Sh	9,550	9,550
Senior Housing Pptys, 399 Sh	5,921	5,921
Stag Indl Inc, 19,050 Sh	351,473	351,473
Realty Income Corp, 11,497 Sh	593,590	593,590
American Intl Group Inc, 425 Sh	26,337	26,337
Archer Daniels Midland, 420 Sh	15,406	15,406
AT&T Inc, 501 Sh	17,239	17,239
Bank of New York Mellon, 625 Sh	25,763	25,763
Chevron Corp, 93 Sh	8,366	8,366
Chubb Corp, 131 Sh	17,376	17,376
General Electric Co, 676 Sh	21,057	21,057
Johnson & Johnson, 253 Sh	25,988	25,988
Merck & Co, 465 Sh	24,561	24,561
Pepsi Co, 132 Sh	13,189	13,189
Procter & Gamble Co, 142 Sh	11,276	11,276
Raytheon Co, 180 Sh	22,415	22,415
Wal Mart Stores Inc, 268 Sh	16,428	16,428
Gladstone Coml Corp, 16,208 Sh	236,475	236,475
Lexington Rlty, 40,240 Sh	321,920	321,920
Select Income REIT, 20,807 Sh	452,035	452,035
Corning Inc, 759 Sh	13,875	13,875
Golar Lng Ltd, 302 Sh	4,769	4,769
PNC Financial Svcs, 233 Sh	22,207	22,207
Zimmer Hldgs Inc, 174 Sh	17,851	17,851
Johnson Ctls Inc, 523 Sh	20,653	20,653
BCE Inc, 188 Sh	7,261	7,261
Cisco Systems Inc, 1,248 Sh	33,889	33,889
Peoples United Finl Inc, 937 Sh	15,133	15,133
Ventas Inc, 311 Sh	17,550	17,550
Best Buy Inc, 336 Sh	10,231	10,231
Microsoft Corp, 269 Sh	14,924	14,924
United Technologies Corp, 162 Sh	15,563	15,563
Abbvie Inc, 560 Sh	33,174	33,174
Ares Capital Corp, 590 Sh	8,408	8,408
Covanta Holding Corp, 462 Sh	7,156	7,156
Eaton Corp PLC, 266 Sh	13,843	13,843
Lyondellbasell INDS, 300 Sh	26,070	26,070
Microsoft Corp, 631 Sh	35,008	35,008
Novartis A G Spon, 228 Sh	19,617	19,617
Seagate Technology PLC, 361 Sh	13,234	13,234
Verizon Communications, 248 Sh	11,463	11,463
Host Hotels & Resorts, 941 Sh	14,435	14,435
Lamar Advertising, 639 Sh	38,327	38,327
Weyerhaeuser Co, 1,268 Sh	38,015	38,015
AON PLC, 300 Sh	27,663	27,663
Alibaba Group HLDG, 175 Sh	14,222	14,222
Amazon Com Inc, 40 Sh	27,036	27,036
Andarko Petroleum Corp, 50 Sh	2,429	2,429
Berkley WR Corporation, 150 Sh	8,213	8,213
Berkshire Hathaway B, 250 Sh	33,010	33,010
Citigroup Inc, 525 Sh	27,169	27,169
Constellation Brand CL A, 35 Sh	4,985	4,985
Dish Network Corp, 325 Sh	18,584	18,584
Ecolab Inc, 175 Sh	20,017	20,017
Goldman Sachs Group, 50 Sh	9,012	9,012
JP Morgan Chase & Co, 200 Sh	13,206	13,206
Liberty Global Inc, 850 Sh	34,655	34,655
Microsoft Corp, 625 Sh	34,675	34,675
Mondelez INTL Inc, 425 Sh	19,057	19,057
Morgan Stanley, 475 Sh	15,110	15,110
Noble Energy Inc, 400 Sh	13,172	13,172
Oracle Corporation, 1,050 Sh	38,357	38,357
Pepsico Incorporated, 175 Sh	17,486	17,486
Thermo Fisher Scientific, 75 Sh	10,639	10,639
Unitedhealth Group, 175 Sh	20,587	20,587
Valeant Pharma Intl, 150 Sh	15,248	15,248
21st Cent Fox Cl B, 875 Sh	23,826	23,826
Alphabet Inc, Class A, 14 Sh	10,892	10,892
Alphabet Inc, Class C, 39 Sh	29,596	29,596
Bank of America Corp, 700 Sh	11,781	11,781
Discovery Comm Inc, 250 Sh	6,670	6,670
Liberty Global Inc. Class F, 31 Sh	1,333	1,333
Care Capital Property, 77 Sh	2,354	2,354
Coach Inc, 666 Sh	21,798	21,798
Domtar Corporation Class F, 530 Sh	19,584	19,584
J M Smucker Co, 189 Sh	23,311	23,311
Plains GO HLDGS L P, 1,012 Sh	9,563	9,563
Proctor & Gamble, 405 Sh	32,161	32,161
R M R Group Inc, 15 Sh	216	216
Stimicroelectronics F, 632 Sh	4,209	4,209
Toronto Dominion Bank, 218 Sh	8,539	8,539
Northstar Rlty Europe Corp Com, 2,300 Sh	27,163	27,163
Northstar Rlty Fin Corp Com Par 6,900 Sh	117,507	117,507
Bank of Amer Corp Com, 1,529 Sh	25,733	25,733
Delta Airlines Inc Com New, 314 Sh	15,917	15,917
Dunkin Brands Group Inc Com, 233 Sh	9,923	9,923
Medtronic PLC, Sh 217 Sh	16,692	16,692
PBF Energy Inc CL A, 442 Sh	16,270	16,270
Tegna Inc Com, Shs 446 Sh	11,382	11,382
Tyson Foods Inc CL A, 299 Sh	15,946	15,946

- TIN:

TY 2015 InvestmentsOtherSchedule2

Name:

The Moca Foundation

EIN:

94-3356929

Software ID:

15000324

Software Version:

2015v2.0

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
IVA International Fund, 33,746.660 Sh	FMV	525,768	525,768
Aberdeen Emerging Mkts Fd, 55,776.665 Sh	FMV	633,623	633,623
Templeton Global Bond Fund 41,716.286 Sh	FMV	483,909	483,909
SPDR S&P 500, 2,168 Sh	FMV	441,990	441,990
Eaton Vance Tax Managed, 1,909 Sh	FMV	21,438	21,438
Edgewood Growth Fd Instit, 5,542.645 Sh	FMV	121,384	121,384
SPDR S&P 500, 744 Sh	FMV	151,679	151,679
Grandeur Peak Intl, 15,193.062 Sh	FMV	46,643	46,643
Grandeur Peak Intl, 40,136.095 Sh	FMV	123,218	123,218
Ishares TR MSCI EAFE ETF, 3,755 Sh	FMV	220,494	220,494
IVA International Fund, 12,416.087	FMV	193,443	193,443
Lyrical U.S. Value Equity, 5,447.442 Sh	FMV	80,295	80,295
One Liberty PPTYS Inc, 15,113 Sh	FMV	324,325	324,325
Henderson Euro. Fcs. Fd Cl. A, 8,926.140	FMV	300,097	300,097
ISHARES INC MSCI Japan ETF, 12,512 Sh	FMV	151,645	151,645
FPA Crescent Portfolio, 10,345.506 Sh	FMV	321,331	321,331
Henderson Euro. Fcs. Fd CL A, 4,186.587	FMV	140,753	140,753
ISHARES INC MSCI Japan ETF, 4,742 Sh	FMV	57,473	57,473
ISHARES TR MSCI EAFE ETF, 7,400 Sh	FMV	434,528	434,528

- TIN:

TY 2015 OtherExpensesSchedule

Name:

The Moca Foundation

EIN:

94-3356929

Software ID:

15000324

Software Version:

2015v2.0

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
Computer Consulting	135	135
Dues & Subscriptions	125	125
Filing Fees	85	85
Grantee Sponsorships	422	422
Insurance	997	997
Miscellaneous Expenses	379	379
Office Equipment	367	367
Office Supplies	510	510
Other Bank Fees	175	175
Postage & Delivery	23	23

- TIN:

TY 2015 OtherProfessionalFeesSchedule

Name:

The Moca Foundation

EIN:

94-3356929

Software ID:

15000324

Software Version:

2015v2.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Investment Managment Fees	50,432	50,432	0	0

- TIN:

TY 2015 OtherReceivablesOfficersSch

Name:

The Moca Foundation

EIN:

94-3356929

Software ID:

15000324

Software Version:

2015v2.0

Travel Advance to Officers:

Item No.	1
Borrower's Name	Mary Bianco
Borrower's Title	President
Original Amount of Loan	288
Balance Due	737
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 2015 TaxesSchedule

Name:

The Moca Foundation

EIN:

94-3356929

Software ID:

15000324

Software Version:

2015v2.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Excise Tax	5,055
Foreign Tax Dividends	550	550