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· Private foundation

The Moca Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$325k
Granted FY2018
20
Grants FY2018
3
States reached
$40k
Largest

Read this first · the figures below need context

84% of The Moca Foundation’s FY2025 grant dollars went to Schwab Charitable Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 5 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2018, the last year The Moca Foundation named its own grantees at scale: 12 organizations, $325k. It is dated, not current.

Organizations named directly on the return

8
17
12
18
20
19
24
20
17
21
9
22
8
23
5
24
5
25

Amber years are those where most dollars went to a sponsor.

01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172025.

Philanthropy$6.9MHealth$1.7MEducation$871kArts & Culture$664kYouth Development$333kHuman Services$267kHousing & Shelter$175kRecreation & Sports$80kOther$0
02FY2018 · 20 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2018

  • Under $10k10 grants · $61k
  • $10k–50k10 grants · $264k
$15,000
Median grant
3
States reached
$26M
Total assets
Largest grants
RecipientAmount
Project Sunshine Inc$40,000
Marian Regional Medical Center Fdtn$30,000
Mills College$30,000
Family House Inc$27,700
National Osteoporosis Foundation$26,100
East Palo Alto Tennis Tutoring$25,000
San Francisco Conservatory of Music$25,000
University of California San Franci$25,000
Support for Families of Children wD$20,000
Jewish Community Center of SLO$15,000
Kara$7,500
Youth Science Institute$7,500
Camping Unlimited$7,500
Central Coast Autism Spectrum Cente$7,500
Okizu Foundation$7,500
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY18–21, $183k) land where the poverty rate runs at 10%, against an area that typically sits at 9%. 86% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 9%Camp Kesem: $7k → 14%Support for Families of Children wD: $20k → 10%Camp Kesem: $5k → 14%Camp Kesem: $4k → 14%A Nonprofit Group Enriching Lives I: $25k → 8%Exeptional Needs Network: $5k → 10%Exeptional Needs Network: $5k → 10%Exeptional Needs Network: $3k → 10%At the Crossroads: $50k → 10%At the Crossroads: $35k → 10%At the Crossroads: $20k → 10%At the Crossroads: $4k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

79%of every dollar goes to organizations you’ve funded before.
$3.5M · 33 repeat orgs$954k to everyone else

33 repeat relationships — 14 still active in FY2018, 19 since wound down; 35 grantees were first funded in FY2018 (too recent to call). Read against FY2018, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

33
3

Total granted

$3.5M
$53k

Median revenue growth · since first grant

+34%
+54%

Still filing today

73%
67%

New vs renewed · share of each year

In FY2025, 39% of grant dollars renewed an existing relationship; $110k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
HealthArts & CultureHuman ServicesEducationRecreation & SportsFood & NutritionOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • FH
    FAMILY HOUSE INC
    6× · 2018–2023 · $328k · revenue +736%
  • PROJECT SUNSHINE INC
    5× · 2017–2021 · $205k · revenue +63%
  • CC
    CANCER CAREPOINT INC
    6× · 2019–2025 · $198k · revenue +7%

Funded once

  • SLO NOOR FOUNDATION A NON-PROFIT CORPORATIONgraduated
    one grant, 2017 · $20k · revenue +54%
  • NG
    National Guild for Community Arts E
    one grant, 2017 · $18k
  • ST
    SOL TREASURES INC
    one grant, 2017 · $15k · revenue +23%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
2
California Pacific Medical Center Foundation

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

Health
3
Hearing and Speech Center of Northern California

To provide life long professional services to support all people with hearing or communication challenges in achieving their goals.

4
Chac Fka Community Health Awareness Council

Chac seeks to improve lives and strengthen communities through access to comprehensive and culturally responsive mental health services in northern santa clara county.

Health
5
Community Medical Centers Inc

The organization provides primary medical, behavior health, and dental care to the population of san joaquin, and solano counties without regard to patients' ability to pay.

Health
6
California Dental Association

The california dental association is committed to the success of our members in service to their patients and the public.

Community Improvement
7
South Central Family Health Center

To improve the quality of life for the diverse communities we serve providing affordable and comprehensive healthcare and education in a welcoming multi-cultural environment.

Health
8
Kaiser Foundation for the Advancement of Integrated Health Care

Kaiser foundation for the advancement of integrated health care is a nonprofit 501(c)(4) advocacy organization to engage in proactive advocacy to promote understanding of the benefits of integrated care and coverage, and support of the…

Health
9
The California Channel

To distribute public affairs and other educational information in order to create an electronic bridge between californians and their public officials, and, in the process educate a new generation of voting citizens and civic leaders who…

10
Association of California School Administrators

The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.

11
Altamed Health Services Corporation

To eliminate disparities in health care access and outcomes by providing superior quality health and human services through an integrated world-class delivery system for latino, multi-ethnic underserved communities in southern california.

Health
12
Community Foundation Santa Cruz County

To promote philanthropy to make santa cruz county a better place to live, now and in the future.we bring together people, ideas, and resources to inspire philanthropy and accomplish great things.

Philanthropy

For reference, the grantee most central to the portfolio’s shape is Project Sunshine Inc and the most unlike its peers is Flyaway Productions. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 34 years old; the field is 13. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number24%0%<5yr15%2%5–10yr20%19%10–20yr17%31%20–35yr11%21%35–55yr12%27%55yr+
THE FIELDby orgYOUR MONEYby value24%0%<5yr15%0%5–10yr20%5%10–20yr17%75%20–35yr11%8%35–55yr12%12%55yr+

The field is 24% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 14% of the field you don’t fund.

orgs you fund
0.0%0/53
the rest of the field
14%
14,235/102,606

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

53 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 53 of the 72 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
13
Early backer (in before they grew)
51/53
Grantees still filing
34/53
Grew since you first funded

Where your money sits — by cause, then by grantee

DONOR ADVISED CHARITABLE GIVING INC — $6,940,403 · PhilanthropyDONOR ADVISED CHARITABLE GIVING INCSan Luis Obispo County Office of Ed — $570,000 · OtherSan Luis Obispo County…GIRLS INCORPORATED OF ORANGE COUNTY — $307,500 · OtherGIRLS INCORPORATED OF …Marian Regional Medical Center Fdtn — $167,500 · OtherMarian Regional Medica…Lucile Packard Fdn for Children's H — $150,000 · OtherLucile Packard Fdn for…KARA — $122,500 · OtherKARAEast Palo Alto Tennis Tutoring — $96,000 · OtherUniversity of California San Franci — $82,000 · Other+32 more — $789,780 · Other+32 moreFAMILY HOUSE INC — $327,510 · HealthFAMILY HOUS…PROJECT SUNSHINE INC — $205,000 · HealthPROJECT SUN…CANCER CAREPOINT INC — $197,600 · HealthCANCER CARE…Children's Hospital Los Angeles — $115,000 · HealthChildren's …CHILDREN'S HOSPITAL FOUNDATION — $90,000 · HealthCHILDREN'S …ARROYO GRANDE COMMUNITY HOSPITAL FOUNDATION — $50,000 · HealthPLANNED PARENTHOOD MAR MONTE INC — $50,000 · HealthCENTRAL COAST AUTISM SPECTRUM CENTER — $41,000 · Health+4 more — $79,000 · Health+4 moreEast Bay Center for the Performing Arts — $111,000 · Arts & CultureCOMMUNITY MUSIC CENTER — $110,000 · Arts & CultureTHE MUSIC CONSERVATORY OF WESTCHESTER INC — $75,000 · Arts & CultureLobster Theater Project Killing My Lobster — $25,000 · Arts & CultureYERBA BUENA CENTER FOR THE ARTS — $25,000 · Arts & CultureMarin Museum of Contemporary Art — $25,000 · Arts & CultureGEFFEN PLAYHOUSE INC — $20,000 · Arts & CultureSOL TREASURES INC — $15,000 · Arts & Culture+1 more — $5,000 · Arts & CultureSAN FRANCISCO CONSERVATORY OF MUSIC — $147,000 · EducationJUILLIARD SCHOOL — $140,000 · EducationYONKERS PARTNERS IN EDUCATION INC — $60,000 · EducationAT THE CROSSROADS — $109,000 · Human ServicesRAREGIVERS INC — $25,000 · Human ServicesSupport for Families of Children with Disabilities — $20,000 · Human ServicesCamp Kesem National — $16,000 · Human ServicesEXCEPTIONAL NEEDS NETWORK — $12,500 · Human Services+1 more — $4,000 · Human ServicesSECOND HARVEST FOOD BANK OF ORANGE COUNTY INC — $50,000 · Food & NutritionCHRONICLE SEASON OF SHARING FUND — $50,000 · Food & Nutrition
Philanthropy$6,940,403Other$2,285,280Health$1,155,110Arts & Culture$411,000Education$347,000Human Services$186,500Food & Nutrition$100,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetDONOR ADVISED CHARITABLE GIVING INC — $6,940,403 over 7y, 0.0% of budgetFAMILY HOUSE INC — $327,510 over 6y, 1.0% of budgetGIRLS INCORPORATED OF ORANGE COUNTY — $307,500 over 5y, 2.9% of budgetPROJECT SUNSHINE INC — $205,000 over 5y, 2.0% of budgetCANCER CAREPOINT INC — $197,600 over 6y, 3.2% of budgetSAN FRANCISCO CONSERVATORY OF MUSIC — $147,000 over 5y, 0.1% of budgetJUILLIARD SCHOOL — $140,000 over 4y, 0.0% of budgetKARA — $122,500 over 5y, 2.7% of budgetChildren's Hospital Los Angeles — $115,000 over 3y, 0.0% of budgetEast Bay Center for the Performing Arts — $111,000 over 3y, 1.2% of budgetCOMMUNITY MUSIC CENTER — $110,000 over 3y, 0.8% of budgetAT THE CROSSROADS — $109,000 over 3y, 3.2% of budgetCHILDREN'S HOSPITAL FOUNDATION — $90,000 over 1y, 0.1% of budgetTHE MUSIC CONSERVATORY OF WESTCHESTER INC — $75,000 over 2y, 2.0% of budgetWOODS HUMANE SOCIETY INC — $75,000 over 2y, 1.2% of budgetYONKERS PARTNERS IN EDUCATION INC — $60,000 over 2y, 0.9% of budgetARROYO GRANDE COMMUNITY HOSPITAL FOUNDATION — $50,000 over 2y, 1.7% of budgetPLANNED PARENTHOOD MAR MONTE INC — $50,000 over 1y, 0.0% of budgetHOSPICE OF SAN LUIS OBISPO COUNTY — $50,000 over 2y, 4.5% of budgetSECOND HARVEST FOOD BANK OF ORANGE COUNTY INC — $50,000 over 2y, 0.0% of budgetCHRONICLE SEASON OF SHARING FUND — $50,000 over 1y, 0.3% of budgetCENTRAL COAST AUTISM SPECTRUM CENTER — $41,000 over 4y, 23% of budgetHuman Investment Project Inc — $30,000 over 1y, 0.6% of budgetMILLS COLLEGE — $30,000 over 1y, 0.0% of budgetNOVA UKRAINE — $30,000 over 1y, 0.0% of budgetIFWHENHOW — $30,000 over 1y, 0.2% of budgetBONE HEALTH AND OSTEOPOROSIS FOUNDATION — $29,000 over 1y, 0.6% of budgetLobster Theater Project Killing My Lobster — $25,000 over 1y, 9.4% of budgetSAN FRANCISCO FOOD BANK — $25,000 over 1y, 0.0% of budgetRAREGIVERS INC — $25,000 over 1y, 15% of budgetYERBA BUENA CENTER FOR THE ARTS — $25,000 over 1y, 0.2% of budgetFuture Talent of Silicon Valley — $25,000 over 1y, 1.8% of budgetTOLOSA CHILDREN'S DENTAL CENTER OF SAN LUIS OBISPO COUNTY — $23,000 over 1y, 1.3% of budgetYOUTH SCIENCE INSTITUTE — $22,500 over 3y, 0.8% of budgetATASCADERO GREYHOUND FOUNDATION — $21,000 over 1y, 6.4% of budgetJF SHEA THERAPEUTIC RIDING CENTER INC FKA FRAN JOSWICK THERAP RIDING CTR INC — $20,000 over 1y, 0.2% of budgetSupport for Families of Children with Disabilities — $20,000 over 1y, 0.4% of budgetGEFFEN PLAYHOUSE INC — $20,000 over 1y, 0.1% of budgetSLO NOOR FOUNDATION A NON-PROFIT CORPORATION — $20,000 over 1y, 2.4% of budgetA WOMAN'S NATION — $20,000 over 1y, 5.4% of budgetOKIZU FOUNDATION — $19,500 over 3y, 0.3% of budgetCamp Kesem National — $16,000 over 2y, 0.1% of budgetSOL TREASURES INC — $15,000 over 1y, 5.1% of budgetEXCEPTIONAL NEEDS NETWORK — $12,500 over 3y, 6.4% of budgetBreathe California of the Bay Area Golden Gate and Central Coast — $10,000 over 2y, 0.9% of budgetMIDTOWN FAMILY SERVICES — $6,500 over 2y, 0.4% of budgetRISE SAN LUIS OBISPO COUNTY — $6,500 over 2y, 0.2% of budgetFLYAWAY PRODUCTIONS — $5,000 over 1y, 2.6% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

The Community Foundation San Luis ObispoCA21.7× affinity8 shared granteesties to 6 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation San Luis Obispo · Silicon Valley Community Foundation · The San Francisco Foundation · The William & Flora Hewlett Foundation · The Zellerbach Family Foundation · Kaiser Foundation Hospitals · Marin Community Foundation · The Taylor Family Foundation · The Morris Stulsaft Foundation · Kenneth Rainin Foundation · Koret Foundation · Bothin Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The Moca Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 00%1%5%11%20%your share of their income ↑0%8%15%22%30%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    19report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–30%
    typical government reliance, FY2025

    Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to The Moca Foundation?

    Find your warmest path to The Moca Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 72 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2018, released 2018. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph