2025-06-23T16:12:07-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990PF 2024-01-01 912048972 BOB & MARIE GALLO FOUNDATION BOB& 2099851140 PO BOX 1130 MODESTO CA 95353 JOHN R GALLO CFO 2099851140 2025-06-18 1 1 MAGGIE ELLIOTT P01790721 5032421447 2025-06-18 2024 2025-03-06 01:10:19Z X 33231605 X 196400 15354 30254 430059 417195 601777 4869704 601777 1243590 1049226 0 0 0 23514 11757 11757 160718 160702 0 23267 15267 0 792 2032 792 208291 189758 12549 1049600 1049600 1257891 189758 1062149 -14301 859468 6346 8071 8071 141875 1202675 1202675 1499512 1753568 1781178 15498984 15387564 30138636 1329481 110019 101045 18476198 18461897 33231605 0 0 X 7909000 7909000 0 0 10567198 10552897 18476198 18461897 18476198 18461897 18476198 -14301 0 18461897 0 18461897 PUBLICLY TRADED SECURITIES 4869704 4267927 601777 601777 601777 11947 0 11947 0 11947 7624 0 25000 0 32624 X 0 20677 20677 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A KURT ESKES 2099851140 600 YOSEMITE BOULEVARD MODESTO CA 95354 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 PERSHING ADVISOR SOLUTIONS LLC ONE PERSHING PLAZA JERSEY CITY NJ 07399 INVESTMENT MANAGEMENT 160702 0 0 31546147 704677 0 32250824 0 0 32250824 483762 31767062 1588353 1588353 11947 11947 1576406 0 1576406 0 1576406 1062149 0 1062149 1576406 161620 0 0 1062149 161620 0 0 900529 0 0 0 0 0 0 0 0 675877 0 0 0 X ANOVA 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CONCORD CA 94521 PC GENERAL SUPPORT 2500 DUCKS UNLIMITED INC 3074 GOLD CANAL DRIVE RANCHO CORDOVA CA 95670 PC GENERAL SUPPORT 10000 GALLO CENTER FOR THE ARTS INC 1000 I STREET MODESTO CA 95354 PC GENERAL SUPPORT 41200 GRIOT ARTS INC 278 SUNFLOWER AVENUE CLARKSDALE MS 38614 PC GENERAL SUPPORT 6000 HEALDSBURG FOOD PANTRY 1505 HEALDSBURG AVENUE HEALDSBURG CA 95448 PC GENERAL SUPPORT 5000 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 1000 KNIGHTS OF COLUMBUS 1 COLUMBUS PLAZA NEW HAVEN CT 06510 PC GENERAL SUPPORT 1000 MODESTO UNION GOSPEL MISSION 1400 YOSEMITE BOULEVARD MODESTO CA 95354 PC GENERAL SUPPORT 2000 MUST CHARITIES PO BOX 1540 TEMPLETON CA 93465 PC GENERAL SUPPORT 1000 NAPA HIGH CHORAL BOOSTERS 209 VERONA WAY NAPA CA 94558 PC GENERAL SUPPORT 7500 REDWOOD GOSPEL MISSION PO BOX 493 SANTA ROSA CA 95402 PC GENERAL SUPPORT 10000 RIVERS OF RECOVERY PO BOX 22326 EAGAN MN 55122 PC GENERAL SUPPORT 3000 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 PC GENERAL SUPPORT 25000 SISTERS OF THE CROSS OF THE SACRED HEART OF JESUS 1320 MAZE BOULEVARD MODESTO CA 95351 PC GENERAL SUPPORT 30825 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 10000 SONOMA COUNTY VINTNERS FOUNDATION 400 AVIATION BOULEVARD SUITE 500 SANTA ROSA CA 95403 PC GENERAL SUPPORT 17000 ST JOHN THE BAPTIST CATHOLIC CHURCH 208 MATHESON STREET HEALDSBURG CA 95448 PC GENERAL SUPPORT 15000 ST JOHN THE BAPTIST CATHOLIC SCHOOL 217 FITCH STREET HEALDSBURG CA 95448 PC GENERAL SUPPORT 15000 ST JOSEPH'S CATHOLIC CHURCH 1813 OAKDALE ROAD MODESTO CA 95355 PC GENERAL SUPPORT 5000 ST STANISLAUS CATHOLIC CHURCH 709 J STREET MODESTO CA 95354 PC GENERAL SUPPORT 122075 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 25000 UCSF FOUNDATION PO BOX 45339 SAN FRANCISCO CA 94145 PC GENERAL SUPPORT 10000 UNITED SAMARITANS FOUNDATION 220 SOUTH BROADWAY TURLOCK CA 95380 PC GENERAL SUPPORT 5000 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 4000 WILSON ELEMENTARY SCHOOL 201 WILSON AVENUE MODESTO CA 95354 GOV GENERAL SUPPORT 200000 1049600 0 14 15354 14 430059 18 601777 0 1047190 0 1047190 0 0 0 0 0 0 0 0 0 0 X X 1 E&J GALLO WINERY 700 S SANTA CRUZ AVE MODESTO CA 95354 196000 X ACCOUNTING FEES 23514 11757 11757 CONSERVATION FUND 110019 101045 AON PLC 471423 817089 ACCENTURE PLC IRELAND 561760 580454 ALPHABET INC 640518 2380500 AMAZON COM INC 357177 877560 ANHEUSER BUSCH INBEV 928574 813638 BECTON DICKINSON & CO COM 579657 567175 BERKSHIRE HATHAWAY INC 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