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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 it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

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

Where the money goes

Grants by size, and the largest recipients.

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
Mills College$30,000
Marian Regional Medical Center Fdtn$30,000
Family House Inc$27,700
National Osteoporosis Foundation$26,100
University of California San Franci$25,000
San Francisco Conservatory of Music$25,000
East Palo Alto Tennis Tutoring$25,000
Support for Families of Children wD$20,000
Jewish Community Center of SLO$15,000
Central Coast Autism Spectrum Cente$7,500
Kara$7,500
Okizu Foundation$7,500
Youth Science Institute$7,500
Camping Unlimited$7,500
02The need
03

Does the money reach high-need areas?

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

show:

Its 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 its 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
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

79%of every dollar goes to organizations it has 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
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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%
How this is measured

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

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. 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
How this is measured
The grantee most central to the portfolio’s shape is Project Sunshine Inc; 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.
04the grantee network

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

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

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

Where the money sits, by cause and 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 & CultureYERBA BUENA CENTER FOR THE ARTS: $25,000 · Arts & CultureMarin Museum of Contemporary Art: $25,000 · Arts & CultureLobster Theater Project Killing My Lobster: $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 ServicesCHRONICLE SEASON OF SHARING FUND: $50,000 · Food & NutritionSECOND HARVEST FOOD BANK OF ORANGE COUNTY INC: $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 grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's 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 budgetCHRONICLE SEASON OF SHARING FUND: $50,000 over 1y, 0.3% 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 budgetSECOND HARVEST FOOD BANK OF ORANGE COUNTY INC: $50,000 over 2y, 0.0% of budgetHOSPICE OF SAN LUIS OBISPO COUNTY: $50,000 over 2y, 4.5% of budgetCENTRAL COAST AUTISM SPECTRUM CENTER: $41,000 over 4y, 23% of budgetIFWHENHOW: $30,000 over 1y, 0.2% of budgetMILLS COLLEGE: $30,000 over 1y, 0.0% of budgetNOVA UKRAINE: $30,000 over 1y, 0.0% of budgetHuman Investment Project Inc: $30,000 over 1y, 0.6% of budgetBONE HEALTH AND OSTEOPOROSIS FOUNDATION: $29,000 over 1y, 0.6% of budgetSAN FRANCISCO FOOD BANK: $25,000 over 1y, 0.0% of budgetYERBA BUENA CENTER FOR THE ARTS: $25,000 over 1y, 0.2% of budgetLobster Theater Project Killing My Lobster: $25,000 over 1y, 9.4% of budgetRAREGIVERS INC: $25,000 over 1y, 15% 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 budgetSLO NOOR FOUNDATION A NON-PROFIT CORPORATION: $20,000 over 1y, 2.4% of budgetSupport for Families of Children with Disabilities: $20,000 over 1y, 0.4% of budgetA WOMAN'S NATION: $20,000 over 1y, 5.4% of budgetGEFFEN PLAYHOUSE INC: $20,000 over 1y, 0.1% of budgetJF SHEA THERAPEUTIC RIDING CENTER INC FKA FRAN JOSWICK THERAP RIDING CTR INC: $20,000 over 1y, 0.2% 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 budgetRISE SAN LUIS OBISPO COUNTY: $6,500 over 2y, 0.2% of budgetMIDTOWN FAMILY SERVICES: $6,500 over 2y, 0.4% of budgetFLYAWAY PRODUCTIONS: $5,000 over 1y, 2.6% of budget
Grantee by grantee: a decade per organization, before and after funding

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

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: 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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Moca Foundation funds: left to right is the share of its income from government, bottom to top the share from The Moca Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%5%11%20%funder's 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, FY20–25
    How this is measured
    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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 72 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its 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.

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

    Source object · view filing

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