BOB AND MARIE GALLO FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BOB AND MARIE GALLO FOUNDATION (EIN 91-2048972)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-23
- IRS object ID
- 202541749349100709
- Schema version
- 2024v5.1
- 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 Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-23T16:12:07-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1400 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912048972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOB & MARIE GALLO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOB& | BusinessNameControlTxt |
| Phone | 2099851140 | 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 | JOHN R GALLO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2099851140 | PhoneNum |
| Signature | 2025-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | MAGGIE ELLIOTT | PreparerPersonNm |
| PTIN | P01790721 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2025-06-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,231,605 | 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 | $196,400 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,354 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,254 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $430,059 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $417,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $601,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,869,704 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $601,777 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,243,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,049,226 | 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 | $23,514 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,757 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,757 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $160,718 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $160,702 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,267 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,267 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $792 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,032 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $792 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $208,291 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $189,758 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,549 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,049,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,049,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,257,891 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $189,758 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,062,149 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $859,468 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,346 | CashBOYAmt |
| Cash EOY | $8,071 | CashEOYAmt |
| Cash EOYFMV | $8,071 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $141,875 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,202,675 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,202,675 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,499,512 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,753,568 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,781,178 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,498,984 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,387,564 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,138,636 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,329,481 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $110,019 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $101,045 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $18,476,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,461,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,231,605 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,909,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,909,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,567,198 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,552,897 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,476,198 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,461,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,476,198 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,461,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,476,198 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,301 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,461,897 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,461,897 | 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 | $4,869,704 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,267,927 | CostOrOtherBasisAmt |
| Gain Or Loss | $601,777 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $601,777 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $601,777 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,947 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,947 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,947 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,624 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,624 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,677 | OverpaymentAmt |
| Applied To ES Tax | $20,677 | 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 | KURT ESKES | IndividualWithBooksNm |
| Phone | 2099851140 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 YOSEMITE BOULEVARD | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J GALLO | ||||||||
| PO BOX 1130 | MODESTO | CA | 95353 | CEO UNTIL JUNE 2024 | 2.00 | $0 | $0 | $0 |
| MATTHEW I FRIEDRICH | ||||||||
| PO BOX 1130 | MODESTO | CA | 95353 | SECRETARY | 2.00 | $0 | $0 | $0 |
| JULIE G VANDER WALL | ||||||||
| PO BOX 1130 | MODESTO | CA | 95353 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN R GALLO | ||||||||
| PO BOX 1130 | MODESTO | CA | 95353 | CFO | 2.00 | $0 | $0 | $0 |
| MATTHEW J GALLO | ||||||||
| PO BOX 1130 | MODESTO | CA | 95353 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| THOMAS J GALLO | ||||||||
| PO BOX 1130 | MODESTO | CA | 95353 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GINA M GALLO | ||||||||
| PO BOX 1130 | MODESTO | CA | 95353 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| AMY M GALLO | ||||||||
| PO BOX 1130 | MODESTO | CA | 95353 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARY E GALLO | ||||||||
| PO BOX 1130 | MODESTO | CA | 95353 | 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 | PERSHING ADVISOR SOLUTIONS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PERSHING PLAZA | AddressLine1Txt |
| City | JERSEY CITY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $160,702 | 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 | $31,546,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $704,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,250,824 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,250,824 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $483,762 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,767,062 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,588,353 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,588,353 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,947 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,947 | TotalTaxAmt |
| Distributable Before Adj | $1,576,406 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,576,406 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,576,406 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,062,149 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,062,149 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,576,406 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $161,620 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,062,149 | QualifyingDistributionsAmt |
| Applied To Year1 | $161,620 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $900,529 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $675,877 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANOVA EDUCATION | ||||||
| 220 CONCOURSE BOULEVARD | SANTA ROSA | CA | 95403 | PC | GENERAL SUPPORT | $150,000 |
| AUDUBON CALIFORNIA | ||||||
| 220 MONTGOMERY STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $10,000 |
| BEST BUDDIES INTERNATIONAL INC | ||||||
| 100 SE 2ND STREET SUITE 2200 | MIAMI | FL | 33131 | PC | GENERAL SUPPORT | $7,500 |
| BISHOP'S MINISTRY APPEAL | ||||||
| 212 NORTH SAN JOAQUIN STREET | STOCKTON | CA | 95202 | PC | GENERAL SUPPORT | $20,000 |
| CAL POLY FOUNDATION | ||||||
| 1 GRAND AVENUE | SAN LUIS OBISPO | CA | 93407 | PC | GENERAL SUPPORT | $15,000 |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY | ||||||
| HERON HALL ONE GRAND AVENUE | SAN LUIS OBISPO | CA | 93407 | GOV | GENERAL SUPPORT | $50,000 |
| CAPRADIO | ||||||
| 7055 FOLSOM BOULEVARD | SACRAMENTO | CA | 95826 | PC | GENERAL SUPPORT | $5,000 |
| COMMUNITY FOUNDATION SONOMA COUNTY | ||||||
| 120 STONY POINT ROAD SUITE 220 | SANTA ROSA | CA | 95401 | PC | GENERAL SUPPORT | $200,000 |
| CRICKETS HOPE INC | ||||||
| 133 DOWNEY AVENUE | MODESTO | CA | 95354 | PC | GENERAL SUPPORT | $2,000 |
| DAUGHTERS OF CHARITY FOUNDATION | ||||||
| 2131 WEST THIRD STREET | LOS ANGELES | CA | 90057 | PC | GENERAL SUPPORT | $15,000 |
| DIABETIES YOUTH FAMILIES | ||||||
| 5167 CLAYTON ROAD SUITE F | CONCORD | CA | 94521 | PC | GENERAL SUPPORT | $2,500 |
| DUCKS UNLIMITED INC | ||||||
| 3074 GOLD CANAL DRIVE | RANCHO CORDOVA | CA | 95670 | PC | GENERAL SUPPORT | $10,000 |
| GALLO CENTER FOR THE ARTS INC | ||||||
| 1000 I STREET | MODESTO | CA | 95354 | PC | GENERAL SUPPORT | $41,200 |
| GRIOT ARTS INC | ||||||
| 278 SUNFLOWER AVENUE | CLARKSDALE | MS | 38614 | PC | GENERAL SUPPORT | $6,000 |
| HEALDSBURG FOOD PANTRY | ||||||
| 1505 HEALDSBURG AVENUE | HEALDSBURG | CA | 95448 | PC | GENERAL SUPPORT | $5,000 |
| HOLY TRINITY CATHOLIC CHURCH | ||||||
| 2875 SOUTH JAMES DRIVE | NEW BERLIN | WI | 53151 | PC | GENERAL SUPPORT | $250 |
| IN MY SHOES INC | ||||||
| PO BOX 227301 | DALLAS | TX | 75222 | PC | GENERAL SUPPORT | $100 |
| KNIGHT'S FERRY HISTORY AND MUSEUM ASSOCIATES | ||||||
| PO BOX 861 | KNIGHTS FERRY | CA | 95361 | PC | GENERAL SUPPORT | $1,000 |
| KNIGHTS OF COLUMBUS | ||||||
| 1 COLUMBUS PLAZA | NEW HAVEN | CT | 06510 | PC | GENERAL SUPPORT | $1,000 |
| MODESTO UNION GOSPEL MISSION | ||||||
| 1400 YOSEMITE BOULEVARD | MODESTO | CA | 95354 | PC | GENERAL SUPPORT | $2,000 |
| MUST CHARITIES | ||||||
| PO BOX 1540 | TEMPLETON | CA | 93465 | PC | GENERAL SUPPORT | $1,000 |
| NAPA HIGH CHORAL BOOSTERS | ||||||
| 209 VERONA WAY | NAPA | CA | 94558 | PC | GENERAL SUPPORT | $7,500 |
| REDWOOD GOSPEL MISSION | ||||||
| PO BOX 493 | SANTA ROSA | CA | 95402 | PC | GENERAL SUPPORT | $10,000 |
| RIVERS OF RECOVERY | ||||||
| PO BOX 22326 | EAGAN | MN | 55122 | PC | GENERAL SUPPORT | $3,000 |
| SANTA CLARA UNIVERSITY | ||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | PC | GENERAL SUPPORT | $25,000 |
| SISTERS OF THE CROSS OF THE SACRED HEART OF JESUS | ||||||
| 1320 MAZE BOULEVARD | MODESTO | CA | 95351 | PC | GENERAL SUPPORT | $30,825 |
| SMU COX SCHOOL OF BUSINESS | ||||||
| PO BOX 750100 | DALLAS | TX | 75275 | PC | GENERAL SUPPORT | $200 |
| SOCIETY OF ST VINCENT DE PAUL | ||||||
| PO BOX 1095 | ROHNERT PARK | CA | 94927 | PC | GENERAL SUPPORT | $10,000 |
| SONOMA COUNTY VINTNERS FOUNDATION | ||||||
| 400 AVIATION BOULEVARD SUITE 500 | SANTA ROSA | CA | 95403 | PC | GENERAL SUPPORT | $17,000 |
| ST JOHN THE BAPTIST CATHOLIC CHURCH | ||||||
| 208 MATHESON STREET | HEALDSBURG | CA | 95448 | PC | GENERAL SUPPORT | $15,000 |
| ST JOHN THE BAPTIST CATHOLIC SCHOOL | ||||||
| 217 FITCH STREET | HEALDSBURG | CA | 95448 | PC | GENERAL SUPPORT | $15,000 |
| ST JOSEPH'S CATHOLIC CHURCH | ||||||
| 1813 OAKDALE ROAD | MODESTO | CA | 95355 | PC | GENERAL SUPPORT | $5,000 |
| ST STANISLAUS CATHOLIC CHURCH | ||||||
| 709 J STREET | MODESTO | CA | 95354 | PC | GENERAL SUPPORT | $122,075 |
| ST VINCENT DE PAUL | ||||||
| 3052 W NORTHWEST HIGHWAY | DALLAS | TX | 75220 | PC | GENERAL SUPPORT | $250 |
| THE SALVATION ARMY | ||||||
| 590 FRANKLIN STREET | NAPA | CA | 94559 | PC | GENERAL SUPPORT | $25,000 |
| UCSF FOUNDATION | ||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | PC | GENERAL SUPPORT | $10,000 |
| UNITED SAMARITANS FOUNDATION | ||||||
| 220 SOUTH BROADWAY | TURLOCK | CA | 95380 | PC | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF NOTRE DAME | ||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46446 | PC | GENERAL SUPPORT | $200 |
| UNIVERSITY OF TEXAS FOUNDATION | ||||||
| 9011 MOUNTAIN RIDGE | AUSTIN | TX | 78759 | PC | GENERAL SUPPORT | $4,000 |
| WILSON ELEMENTARY SCHOOL | ||||||
| 201 WILSON AVENUE | MODESTO | CA | 95354 | GOV | GENERAL SUPPORT | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,049,600 | 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 | $15,354 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $430,059 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $601,777 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,047,190 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,047,190 | 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 | 700 S SANTA CRUZ AVE | AddressLine1Txt |
| City | MODESTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $196,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,514 | Amt |
| Net Investment Income | $11,757 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,757 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CONSERVATION FUND | BondNm |
| EOY Book Value | $110,019 | EOYBookValueAmt |
| EOYFMV | $101,045 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AON PLC | $471,423 | $817,089 |
| ACCENTURE PLC IRELAND | $561,760 | $580,454 |
| ALPHABET INC | $640,518 | $2,380,500 |
| AMAZON COM INC | $357,177 | $877,560 |
| ANHEUSER BUSCH INBEV | $928,574 | $813,638 |
| BECTON DICKINSON & CO COM | $579,657 | $567,175 |
| BERKSHIRE HATHAWAY INC | $1,975,403 | $4,646,120 |
| BROOKFIELD ASSET MANAGEMENT | $268,806 | $460,820 |
| CANADIAN NATL RY CO | $505,656 | $675,042 |
| COMPAGINE FINANIERE RICHEMONT | $378,074 | $379,500 |
| COSTCO WHOLESALE CORP | $320,173 | $1,603,473 |
| DEERE & CO | $291,277 | $953,325 |
| FASTENAL CO | $316,014 | $898,875 |
| IQVIA HLDGS INC | $514,759 | $491,275 |
| MARKEL CORP | $622,731 | $1,122,050 |
| MARTIN MARIETTA MATLS INC | $313,855 | $477,763 |
| MASTERCARD INC | $378,585 | $1,211,111 |
| MICROSOFT CORP | $283,844 | $1,348,800 |
| MONSTER BEVERAGE CORP | $213,345 | $367,920 |
| NESTLE | $965,794 | $980,400 |
| NETFLIX INC | $553,305 | $2,228,300 |
| ROPER INDS INC | $234,109 | $389,888 |
| S&P GLOBAL INC | $403,150 | $622,538 |
| SHERWIN-WILLIAMS CO | $913,563 | $1,308,731 |
| TEXAS PAC LD CORP | $607,608 | $1,161,258 |
| TRACTOR SUPPLY CO | $533,217 | $663,250 |
| TRANSDIGM GROUP INC | $431,407 | $950,460 |
| UBER TECHNOLOGIES | $397,396 | $754,000 |
| ZOETIS INC | $426,384 | $407,321 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,753,568 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,781,178 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AMORTIZATION OF PREMIUMS/DISCOUNTS | $0 | $2,032 | $0 |
| INSURANCE EXPENSE | $586 | $0 | $586 |
| LICENSES & FEES | $200 | $0 | $200 |
| DUES & SUBSCRIPTIONS | $6 | $0 | $6 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $160,718 | Amt |
| Net Investment Income | $160,702 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $15,267 | $15,267 | $0 |
| EXCISE TAXES | $8,000 | $0 | $0 |