2023-09-13T13:07:17-05:00 2022-12-31 910189318 MOSS ADAMS LLP 3121 W MARCH LANE SUITE 200 STOCKTON CA 95219 990PF 2022-01-01 770476093 DAVID E & MARY C GALLO FOUNDATION DAVI 2093413050 PO BOX 1130 MODESTO CA 95353 MARY C GALLO DIRECTOR 2093413050 2023-08-31 1 MARY GALLO XXX-XX-XXXX 0 TRACY S PAGLIA P00366884 2099556100 2023-08-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 30945014 X 1000000 26 26 787092 788595 7107202 42087142 7109187 6301 0 8900621 7897808 0 0 0 15669 7835 7834 34473 34473 0 126372 9937 0 462 0 462 176976 52245 8296 1081150 1081150 1258126 52245 1089446 7642495 7845563 2806959 2480436 2480436 14142706 20696454 20802326 6384730 7800000 7662252 23334395 30976890 30945014 0 0 X 23334395 30976890 23334395 30976890 23334395 30976890 23334395 7642495 0 30976890 0 30976890 PUBLICLY TRADED SECURITIES 41931415 34977955 6953460 6953460 CAPITAL GAINS DIVIDENDS P 155727 155727 155727 7109187 109053 0 109053 0 109053 121758 0 15000 0 136758 0 27705 27705 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A LINDSAY WICKBOLDT 2093413050 600 YOSEMITE BLVD MODESTO CA 95354 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 30168794 2053049 0 32221843 0 0 32221843 483328 31738515 1586926 1586926 109053 109053 1477873 0 1477873 0 1477873 1089446 0 1089446 1477873 207093 0 0 1089446 207093 0 0 882353 0 0 0 0 0 0 0 0 595520 0 0 0 MARY C GALLO THERESA M GALLO CHRISTOPHER D GALLO X AMERICAN FOUNDATION FOR THE BLIND 1401 S CLARK STREET SUITE 730 ARLINGTON VA 22202 PC GENERAL SUPPORT 750 AMERICAN INSTITUTE FOR CANCER RESEARCH PO BOX 96110 WASHIGTON DC 20077 PC GENERAL SUPPORT 450 CATHOLIC CHARITIES DIOCESE OF STOCKTON 1106 N EL DORADO STREET STOCKTON CA 95202 PC RELIGIOUS SUPPORT 5000 CATHOLIC RELIEF SERVICE PO BOX 17152 BALTIMORE MD 21298 PC RELIGIOUS SUPPORT 2500 CENTRAL CATHOLIC HIGH SCHOOL FOUNDATION 200 S CARPENTER ROAD MODESTO CA 95351 PC EDUCATIONAL SUPPORT 10000 CONSERVATION INTERNATIONAL 1919 M STREET NW SUITE 600 WASHIGTON DC 20036 PC GENERAL SUPPORT 525000 DAUGHTERS OF CHARITY FOUNDATION 2131 WEST THIRD STREET LOS ANGELES CA 90057 PC RELIGIOUS SUPPORT 10000 DAUGHTERS OF ST PAUL 3079 OAK KNOLL DRIVE REDWOOD CITY CA 94062 PC RELIGIOUS SUPPORT 5000 DIOCESE OF STOCKTON 212 N SAN JOAQUIN STREET STOCKTON CA 95202 PC RELIGIOUS SUPPORT 3500 DOCTORS WITHOUT BORDERS 333 SEVENTH AVENUE 2ND FLOOR NEW YORK NY 10001 PC GENERAL SUPPORT 3000 EPILEPSY FOUNDATION OF AMERICA 8301 PROFESSIONAL PLACE EAST SUITE 200 LANDOVER MD 20785 PC GENERAL SUPPORT 2500 FOOD FOR THE POOR 6401 LYONS ROAD COCONUT CREEK FL 33073 PC GENERAL SUPPORT 5000 FRANCISCAN FRIARS OF THE ATONEMENT PO BOX 301 GARRISON NY 10524 PC RELIGIOUS SUPPORT 25000 KVIE INC 2030 W EL CAMINO AVENUE SACRAMENTO CA 95833 PC GENERAL SUPPORT 40000 LUCILLE PACKARD CHILDREN'S HOSPITAL 400 HAMILTON AVENUE SUITE 340 PALO ALTO CA 94301 PC GENERAL SUPPORT 20000 MEMORIAL HOSPITAL FOUNDATION 1329 SPANOS COURT MODESTO CA 95355 PC GENERAL SUPPORT 10000 MEMORIAL SLOAN-KETTERING CANCER CENTER 633 THIRD AVENUE 28TH FLOOR NEW YORK NY 10017 PC GENERAL SUPPORT 1000 MISSIONARY OBLATES OF MARY IMMACULATE PO BOX 730 BELLEVILLE IL 62222 PC RELIGIOUS SUPPORT 25000 MODESTO JUNIOR COLLEGE FOUNDATION 435 COLLEGE AVENUE MODESTO CA 95350 PC EDUCATIONAL SUPPORT 15000 MSGR WP KENNEDY EDUCATION FOUNDATION 501 W GRANGER AVENUE MODESTO CA 95350 PC EDUCATIONAL SUPPORT 35000 NATIONAL FEDERATION OF THE BLIND INC 1800 JOHNSON STREET BALTIMORE MD 21227 PC GENERAL SUPPORT 1500 NATIONAL TRUST FOR HISTORIC PRESERVATION PO BOX 5043 HANGERSTOWN MD 21741 PC GENERAL SUPPORT 1500 POLLINATOR PARTNERSHIP 423 WASHINGTON STREET 5TH FLOOR SAN FRANCISCO CA 94111 PC GENERAL SUPPORT 2000 SISTERS OF THE CROSS 1320 MAZE BOULEVARD MODESTO CA 95351 PC RELIGIOUS SUPPORT 2000 SISTERS OF THE HOLY CROSS 407 BERTRAND HALL NOTRE DAME ID 46556 PC RELIGIOUS SUPPORT 10000 SISTERS OF THE HOLY FAMILY PO BOX 3248 FREMONT CA 94539 PC RELIGIOUS SUPPORT 2000 SOUTHERN CALIFORNIA RENEWAL COMMUNITIES 9795 CABRINI DRIVE SUITE 208 BURBANK CA 91504 PC GENERAL SUPPORT 500 ST ELIZABETH'S CHURCH 810 N HIGHWAY 118 CENTRAL VALLEY UT 84754 PC RELIGIOUS SUPPORT 1000 ST JOSEPH'S CHURCH 1813 OAKDALE ROAD MODESTO CA 95355 PC RELIGIOUS SUPPORT 41500 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 PC GENERAL SUPPORT 15000 ST VINCENT MEALS ON WHEELS 2200 W THIRD STREET SUITE 200 LOS ANGELES CA 90057 PC GENERAL SUPPORT 6500 STANISLAUS COUNTY LIBRARY FOUNDATION PO BOX 4862 MODESTO CA 95352 PC GENERAL SUPPORT 5000 STANISLAUS WILDLIFE CARE CENTER PO BOX 298 HUGHSON CA 95326 PC GENERAL SUPPORT 450 SUSAN G KOMEN BREAST CANCER FOUNDATION PO BOX 96216 WASHINGTON DC 20090 PC GENERAL SUPPORT 2500 THE JOHNS HOPKINS UNIVERSITY DEPARTMENT OF MEDICINE 5200 EASTERN AVENUE SUITE 353 BALTIMORE MD 21224 PC GENERAL SUPPORT 200000 UC DAVIS FOUNDATION 202 COUSTEAU PLACE SUITE 185 DAVIS CA 95618 PC EDUCATIONAL SUPPORT 12500 UNITED SAMARITANS FOUNDATION 220 S BROADWAY TURLOCK CA 95380 PC GENERAL SUPPORT 25000 WOMAN FOR WOMAN INTERNATIONAL PO BOX 9224 CENTRAL ISLIP NY 11722 PC GENERAL SUPPORT 2000 WORLD WILDLIFE FUND INC 1250 24TH STREET NW WASHINGTON DC 20037 PC GENERAL SUPPORT 500 YOSEMITE CONSERVANCY 101 MONTGOMERY STREET SUITE 1700 SAN FRANCISCO CA 94101 PC GENERAL SUPPORT 6000 1081150 0 14 26 14 787092 18 7107202 EXCISE TAX REFUND 01 6301 0 7900621 0 7900621 0 0 0 0 0 0 0 0 0 0 X X 1 E & J GALLO WINERY 600 YOSEMITE BLVD MODESTO CA 95354 1000000 X ACCOUNTING & BOOKKEEPING 15669 7835 7834 ISHARES US AGGREGATE BOND INDEX FUND K SHARES 7800000 7662252 AMEX HEALTH CARE SELECT SECTOR 'SPDR' FUND 320158 332833 ISHARES S&P 500 GROWTH ETF 5304007 5048550 ISHARES TRUST-ISHARES CURRENCY HEDGED MSCI EAFE ETF 1383329 1188000 TECHNOLOGY SELECT INDEX 'SPDR' 157662 149328 THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND ETF 160414 139171 VANGUAR VANGUARD MID-CAP ETF 1241963 1263622 VANGUAR VANGUARD SMALL-CAP ETF 1234077 1266426 VANGUAR VANGUARD VALUE ETF 6092801 6457020 VANGUARD FTSE DEVELOPED MKTS CMN ETF 4184627 4364880 VANGUARD FTSE EMERGING MKTS ETF 617416 592496 FILING/REGISTRATION FEES 462 0 462 EXCISE TAX REFUND 6301 6301 INVESTMENT FEES 34473 34473 0 FOREIGN TAX 11372 9937 0 EXCISE TAX 115000 0 0