DAVID E GALLO FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DAVID E GALLO FOUNDATION (EIN 77-0476093)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-22
- IRS object ID
- 202422049349100132
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-22T15:56:27-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W MARCH LANE SUITE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770476093 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID E & MARY C GALLO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 9257190731 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1130 | AddressLine1Txt |
| City | MODESTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95353 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY C GALLO | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9257190731 | PhoneNum |
| Signature | 2024-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | GALLO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2024-07-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,061,110 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $60 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $851,253 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $851,253 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $695,672 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,999,678 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $695,672 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $108 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $108 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,547,093 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,547,093 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,988 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,494 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,494 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,051 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,051 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,193 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $154,632 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $130,738 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,894 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,186,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,186,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,340,882 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $130,738 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,195,144 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $206,211 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,416,355 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $39,562 | CashEOYAmt |
| Cash EOYFMV | $39,562 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,480,436 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,948,965 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,948,965 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,696,454 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,394,574 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,237,628 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,800,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,800,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,834,437 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $518 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,976,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,183,101 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,061,110 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,976,890 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $31,183,101 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,976,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,183,101 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,976,890 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,183,101 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,976,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $206,211 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,183,101 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,183,101 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $5,999,678 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,304,006 | CostOrOtherBasisAmt |
| Gain Or Loss | $695,672 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $695,672 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $695,672 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,687 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,687 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,687 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,705 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,705 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,018 | OverpaymentAmt |
| Applied To ES Tax | $8,018 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LINDSAY WICKBOLDT | IndividualWithBooksNm |
| Phone | 9257190731 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 YOSEMITE BLVD | AddressLine1Txt |
| City | MODESTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY C GALLO | ||||||||
| 865 CLAUS RD | MODESTO | CA | 95357 | CHAIR & DIRECTOR | 4.00 | $0 | $0 | $0 |
| THERESA M GALLO | ||||||||
| 600 YOSEMITE BLVD | MODESTO | CA | 95354 | SECRETARY & DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER D GALLO | ||||||||
| 600 YOSEMITE BLVD | MODESTO | CA | 95354 | CFO & DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS & CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 CALIFORNIA STREET 45TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $108,051 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,125,013 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,373,323 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $518 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,498,854 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,498,854 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $487,483 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,011,371 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,600,569 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,600,569 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,687 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,687 | TotalTaxAmt |
| Distributable Before Adj | $1,580,882 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,580,882 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,580,882 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,195,144 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,195,144 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,580,882 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $595,520 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,195,144 | QualifyingDistributionsAmt |
| Applied To Year1 | $595,520 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,580,882 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,742 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,742 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,742 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $18,742 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY C GALLO | ContributingManagerNm |
| Contributing Manager | THERESA M GALLO | ContributingManagerNm |
| Contributing Manager | CHRISTOPHER D GALLO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR THE BLIND | ||||||
| 1401 S CLARK STREET SUITE 730 | ARLINGTON | VA | 22202 | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN INSTITUTE FOR CANCER RESEARCH | ||||||
| PO BOX 96110 | WASHINGTON | DC | 20077 | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN LUNG ASSOCIATION | ||||||
| 55 W WACKER DRIVE SUITE 1150 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $500 |
| AMERICAN RED CROSS | ||||||
| 431 18TH STREET NW | WASHIGTON | DC | 20006 | PC | GENERAL SUPPORT | $250 |
| ASSOCIATION OF MARIAN HELPERS | ||||||
| EDEN HILL | STOCKBRIDGE | MA | 01263 | PC | RELIGIOUS SUPPORT | $500 |
| BASILICA OF THE NATIONAL SHRINE OF THE IMMACULATE CONCEPTION | ||||||
| 400 MICHIGAN AVENUE NE | WASHINGTON | DC | 20017 | PC | RELIGIOUS SUPPORT | $25,000 |
| CATHOLIC CHARITIES DIOCESE OF STOCKTON | ||||||
| 1106 N EL DORADO STREET | STOCKTON | CA | 95202 | PC | RELIGIOUS SUPPORT | $7,500 |
| CATHOLIC RELIEF SERVICES | ||||||
| PO BOX 5200 | HARLAN | IA | 51593 | PC | RELIGIOUS SUPPORT | $3,000 |
| CATHOLIC SOCIAL SERVICE GUILD | ||||||
| 1833 COVINGTON WAY | MODESTO | CA | 95355 | PC | RELIGIOUS SUPPORT | $5,000 |
| CENTER FOR HUMAN SERVICES | ||||||
| 1500 EWING DRIVE | SEDALIA | MO | 65301 | PC | GENERAL SUPPORT | $2,500 |
| CENTRAL CATHOLIC HIGH SCHOOL | ||||||
| 1403 N ST MARYS STREET | SAN ANTONIO | TX | 78215 | PC | EDUCATIONAL SUPPORT | $10,000 |
| CONSERVATION INTERNATIONAL | ||||||
| 1919 M STREET NW SUITE 600 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $600,000 |
| DAUGHTERS OF CHARITY FOUNDATION | ||||||
| 2131 WEST THIRD STREET | LOS ANGELES | CA | 90057 | PC | RELIGIOUS SUPPORT | $20,000 |
| DAUGHTERS OF ST PAUL | ||||||
| 5945 BALBOA AVENUE | SAN DIEGO | CA | 92111 | PC | RELIGIOUS SUPPORT | $5,500 |
| DIOCESE OF STOCKTON | ||||||
| 212 N SAN JOAQUIN STREET | STOCKTON | CA | 95202 | PC | RELIGIOUS SUPPORT | $4,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $5,000 |
| EPILEPSY FOUNDATION | ||||||
| 3540 CRAIN HIGHWAY SUITE 675 | BOWIE | MD | 20716 | PC | GENERAL SUPPORT | $5,000 |
| FOOD FOR THE POOR | ||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | PC | GENERAL SUPPORT | $7,500 |
| FRANCISCAN FRIARS OF THE ATONEMENT | ||||||
| PO BOX 301 | GARRISON | NY | 10524 | PC | RELIGIOUS SUPPORT | $50,000 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 3910 KESWICK ROAD SUITE N2100 | BALTIMORE | MD | 21211 | PC | DEPARTMENT OF MEDICINE | $960,000 |
| KVIE INC | ||||||
| 2030 W EL CAMINO AVENUE | SACRAMENTO | CA | 95833 | PC | GENERAL SUPPORT | $60,000 |
| L PACKARD CHILDREN'S FOUNDATION | ||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | PC | GENERAL SUPPORT | $30,000 |
| MEMORIAL HOSPITAL FOUNDATION | ||||||
| 1329 SPANOS COURT | MODESTO | CA | 95355 | PC | GENERAL SUPPORT | $15,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||
| 633 THIRD AVENUE 28TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $2,000 |
| MISSIONARY OBLATES MARY IMMACULATE | ||||||
| 267 8TH STREET E | SAINT PAUL | MN | 55101 | PC | RELIGIOUS SUPPORT | $30,000 |
| MJC FOUNDATION | ||||||
| 435 COLLEGE AVENUE | MODESTO | CA | 95350 | PC | EDUCATIONAL SUPPORT | $20,000 |
| MONSIGNOR WILLIAM P KENNEDY EDUCATION FOUNDATION | ||||||
| 501 W GRANGER AVENUE | MODESTO | CA | 95350 | PC | EDUCATIONAL SUPPORT | $40,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||
| 1016 W JACKSON BOULEVARD SUITE 3550 | CHICAGO | IL | 60607 | PC | GENERAL SUPPORT | $7,500 |
| NATIONAL FEDERATION OF THE BLIND | ||||||
| 1800 JOHNSON STREET | BALTIMORE | MD | 21230 | PC | GENERAL SUPPORT | $1,500 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||
| PO BOX 5043 | HANGERSTOWN | MD | 21741 | PC | GENERAL SUPPORT | $1,500 |
| OPERATION SMILE | ||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | PC | GENERAL SUPPORT | $1,000 |
| OUR LADY OF FATIMA SCHOOL | ||||||
| 505 W GRANGER AVENUE | MODESTO | CA | 95350 | PC | EDUCATIONAL SUPPORT | $5,000 |
| POLLINATOR PARTNERSHIP | ||||||
| 423 WASHINGTON STREET 5TH FLOOR | SAN FRANCISCO | CA | 94111 | PC | GENERAL SUPPORT | $2,500 |
| SALESIAN MISSIONS | ||||||
| 2 LEFEVRE LANE | NEW ROCHELLE | NY | 10801 | PC | RELIGIOUS SUPPORT | $500 |
| SOUTHERN CALIFORNIA RENEWAL COMMUNITIES | ||||||
| 9795 CABRINI DRIVE SUITE 208 | BURBANK | CA | 91504 | PC | GENERAL SUPPORT | $500 |
| SISTERS OF THE CROSS | ||||||
| 1320 MAZE BOULEVARD | MODESTO | CA | 95351 | PC | RELIGIOUS SUPPORT | $8,000 |
| SISTERS OF THE HOLY CROSS | ||||||
| 407 BERTRAND HALL | NOTRE DAME | ID | 46556 | PC | RELIGIOUS SUPPORT | $10,000 |
| SISTERS OF THE HOLY FAMILY | ||||||
| PO BOX 3248 | FREMONT | CA | 94539 | PC | RELIGIOUS SUPPORT | $2,500 |
| ST ELIZABETH CHURCH | ||||||
| 3331 NE 10TH TERRACE | POMPANO BEACH | FL | 33064 | PC | RELIGIOUS SUPPORT | $1,000 |
| ST JOSEPH'S CHURCH | ||||||
| 3159 ROUTE 9N | GREENFIELD CENTER | NY | 12833 | PC | RELIGIOUS SUPPORT | $32,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | GENERAL SUPPORT | $25,000 |
| ST VINCENT MEALS ON WHEELS | ||||||
| 2303 MIRAMAR STREET | LOS ANGELES | CA | 90057 | PC | GENERAL SUPPORT | $6,500 |
| STANISLAUS LIBRARY FOUNDATION | ||||||
| PO BOX 4862 | MODESTO | CA | 95352 | PC | GENERAL SUPPORT | $5,000 |
| STANISLAUS WILDLIFE CARE CENTER | ||||||
| PO BOX 298 | HUGHSON | CA | 95326 | PC | GENERAL SUPPORT | $500 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | ||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | PC | GENERAL SUPPORT | $3,000 |
| UNIVERSITY OF CALIFORNIA-DAVIS | ||||||
| 202 COUSTEAU PLACE SUITE 185 | DAVIS | CA | 95618 | GOV | EDUCATIONAL SUPPORT | $12,500 |
| UCSF FOUNDATION | ||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | PC | GENERAL SUPPORT | $56,000 |
| UNITED SAMARITANS FOUNDATION | ||||||
| 220 S BROADWAY | TURLOCK | CA | 95380 | PC | GENERAL SUPPORT | $80,000 |
| WASHINGTON NATIONAL CATHEDRAL | ||||||
| 3101 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | PC | RELIGIOUS SUPPORT | $1,000 |
| WOMEN FOR WOMEN INTERNATIONAL | ||||||
| 2000 M STREET NW SUITE 200 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $4,000 |
| WORLD WILDLIFE FUND | ||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | PC | GENERAL SUPPORT | $1,000 |
| YOSEMITE CONSERVANCY | ||||||
| 101 MONTGOMERY STREET SUITE 1700 | SAN FRANCISCO | CA | 94101 | PC | GENERAL SUPPORT | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,186,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $851,253 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $108 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $695,672 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,547,093 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,547,093 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E & J GALLO WINERY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 YOSEMITE BLVD | AddressLine1Txt |
| City | MODESTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & BOOKKEEPING | CategoryTxt |
| Amt | $16,988 | Amt |
| Net Investment Income | $8,494 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,494 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ISHARES US AGGREGATE BOND INDEX FUND K SHARES | BondNm |
| EOY Book Value | $7,800,000 | EOYBookValueAmt |
| EOYFMV | $7,834,437 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMEX HEALTH CARE SELECT SECTOR 'SPDR' FUND | $320,158 | $334,131 |
| ISHARES TRUST-ISHARES CURRENCY HEDGED MSCI EAFE ETF | $1,383,329 | $1,386,440 |
| TECHNOLOGY SELECT INDEX 'SPDR' | $157,662 | $230,976 |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND ETF | $160,414 | $210,714 |
| VANGUAR VANGUARD MID-CAP ETF | $1,241,963 | $1,442,368 |
| VANGUAR VANGUARD SMALL-CAP ETF | $1,234,077 | $1,471,977 |
| VANGUAR VANGUARD VALUE ETF | $6,092,801 | $6,877,000 |
| VANGUARD FTSE DEVELOPED MKTS CMN ETF | $4,184,627 | $4,981,600 |
| VANGUARD FTSE EMERGING MKTS ETF | $617,416 | $624,720 |
| VANGUARD VANGUARD GROWTH ETF | $6,002,127 | $6,677,702 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCRUED INTEREST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $518 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING/REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $400 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH IN LIEU | Desc |
| Revenue And Expenses Per Books | $108 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $108 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $108 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $108,051 | Amt |
| Net Investment Income | $108,051 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $14,193 | $14,193 | $0 |
| EXCISE TAX | $15,000 | $0 | $0 |