2024-11-26T15:51:12-06:00 2024-06-30 TRAVIS J WILSON CPA CFP POST OFFICE BOX 22807 SANTA BARBARA CA 93121 990PF 2023-07-01 770472102 BIALIS CHARITABLE TRUST BIAL 8054527830 POST OFFICE BOX 22807 SANTA BARBARA CA 93121 GARY C BIALIS TRUSTEE 8054527830 2024-11-26 1 1 TRAVIS J WILSON P00544237 8054527830 X 2023 2024-10-15 13:58:12Z X 6697935 X X 119717 119717 162181 7110792 162181 281898 281898 0 0 0 3500 0 0 75 0 0 3575 0 0 276583 276583 280158 0 276583 1740 281898 154951 174793 174793 31895 256350 256350 641988 246844 248672 0 323100 333840 3948764 3778251 5684280 4777598 4779338 6697935 0 0 X 4777598 4779338 0 0 0 0 4777598 4779338 4777598 4779338 4777598 1740 0 4779338 0 4779338 CHARLES SCHWAB - DETAIL AVAILABLE UPON REQUEST 2023-07-01 2024-06-30 7110792 6948611 162181 162181 162181 3918 0 3918 0 3918 7126 0 0 0 7126 0 3208 3208 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 1 1 N/A TRAVIS J WILSON CPA 8054527830 25 EL PASEO SANTA BARBARA CA 93101 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARY C BIALIS PO BOX 30590 SANTA BARBARA CA 93130 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 6107153 120723 0 6227876 0 0 6227876 93418 6134458 306723 306723 3918 3918 302805 0 302805 0 302805 276583 0 276583 302805 0 0 815785 815785 276583 0 0 0 276583 0 26222 26222 789563 0 0 0 0 0 0 0 789563 789563 GARY C BIALIS X SCHWAB CHARITABLE FOUNDATION PO BOX 628298 ORLANDO FL 32862 NONE 501(C)(3) DONOR ADVISED FUND 100000 THE GREGORY SCHOOL 3231 N CRAYCROFT ROAD TUCSON AZ 85712 NONE 501(C)(3) GENERAL SUPPORT 1083 AURELIA FOUNDATION 2708 WILSHIRE BLVD SUITE 419 SANTA MONICA CA 90403 NONE 501(C)(3) GENERAL SUPPORT 10000 ASSOCIATION OF AMERICAN INDIAN PHYSICIANS 1225 SOVEREIGN ROW SUITE 103 OKLAHOMA CITY OK 73108 NONE 501(C)(3) GENERAL SUPPORT 25000 TUCSON JEWISH FREE LOAN 5049 E BROADWAY SUITE 154 TUCSON AZ 85711 NONE 501(C)(3) GENERAL SUPPORT 37500 REDWOOD COAST LAND CONSERVANCY PO BOX 1511 GUALALA CA 95445 NONE 501(C)(3) GENERAL SUPPORT 5000 TEMPLE EMANU-EL 1580 SPALDING DRIVE ATLANTA GA 30350 NONE 501(C)(3) GENERAL SUPPORT 18000 SANTA BARBARA BASEBALL PARENTS ASSOCIATION PO BOX 3233 SANTA BARBARA CA 93130 NONE 501(C)(3) GENERAL SUPPORT 5000 JAZZ HANDS FOR AUTISM 10220 CULVER BLVD SUITE 101 CULVER CITY CA 90232 NONE 501(C)(3) GENERAL SUPPORT 75000 276583 0 14 119717 18 162181 0 281898 0 281898 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3500 0 0 FORM 990-PF, PART VI-B, LINE 1(A)(3): THE TRUSTEE, GARY C. BIALIS, PROVIDED OFFICE SPACE, INVESTMENT MANAGEMENT, AND OTHER SERVICES TO THE FOUNDATION AT NO COST. CORPORATE STOCK 323100 333840 246844 248672 0 0 EXCHANGE TRADED FUNDS AT COST 3670041 5580969 BOND FUNDS AT COST 108210 103311 FILING FEES 75 0 0