2025-05-13T14:31:22-07:00 2024-12-31 202850969 FITZPATRICK & TUCKER INC 4040 MOORPARK AVE STE 112 SAN JOSE CA 95117 990PF 2024-01-01 770456278 Charles and Linda Corbalis Family Foundation CHAR 4089309471 PO Box 104 Star ID 83669 LINDA J CORBALIS Secretary 2025-05-13 true true Kathleen Fitzpatrick P00448977 4082495300 2024 2025-03-06 01:10:19Z X 6522712 X X 4994 4994 164900 164900 46952 1055309 46952 216846 216846 80000 8000 68000 10755 755 10000 72678 72678 13033 5672 5302 1896 958 929 178362 88063 84231 228953 228953 407315 88063 313184 -190469 128783 127477 56940 56940 1186629 1476628 1269959 1749097 1699043 3528561 1786922 1503922 1368559 368087 292665 298693 5218212 5029198 6522712 0 X 5218212 5029198 5218212 5029198 5218212 5029198 5218212 -190469 1455 5029198 5029198 UBS Short-Term P 2024-01-01 2024-06-01 143916 147940 -4024 -4024 UBS Long-Term P 2000-01-01 2024-06-01 911393 860417 50976 50976 46952 -4024 1790 1790 1790 4920 4920 3130 3130 false false false false false false false true true CA ID true false false false false true N/A Linda Corbalis 4089309471 PO Box 104 Star ID 83669 false false false false true false false false false false false false false false false false false false false false false false CHARLES M CORBALIS PO BOX 2426 SARATOGA CA 95070 Chairman 8.00 40000 LINDA J CORBALIS PO BOX 2426 SARATOGA CA 95070 Secretary 8.00 40000 NONE Fisher Investments 13100 Skyline Blvd Woodside CA 94062 Investment Advisors 72678 6398370 110929 0 6509299 0 6509299 97639 6411660 320583 320583 1790 1790 318793 318793 318793 313184 313184 318793 2823 4955 7778 313184 0 313184 5609 5609 2169 0 2169 2169 CHARLES M CORBALIS LINDA J CORBALIS X REGNUM CHRISTI SPIRITUALITY CENTER 525 TRIBBLE GAP ROAD STE 1466 CUMMING GA 30028 NONE PC TO SUPPORT PROGRAMS OF THE CATHOLIC FAITH 2000 SAINT PATRICK'S SEMINARY UNIVERSITY 320 MIDDLEFIELD RD MENLO PARK CA 94025 NONE PC TO SUPPORT PROGRAMS OF THE CATHOLIC FAITH 10000 ORDER OF MALTA 465 CALIFORNIA STREET STE 818 SAN FRANCISCO CA 94104 NONE PC TO PROVIDE COMMUNITY SUPPORT 1953 CANYON HEIGHTS ACADEMY 775 WALDO RD CAMPBELL CA 95008 NONE PC TO SUPPORT EDUCATIONAL ACTIVITIES 30000 LIVE ACTION 2200 WILSON BOULEVARD STE 102 ARLINGTON VA 22201 NONE PC TO PROVIDE COMMUNITY SUPPORT 5000 FAITH AND REASON INSTITUTE 1730 M Street NW Washington DC 20036 NONE PC TO SUPPORT PROGRAMS OF THE CATHOLIC FAITH 5000 ST ANTHONY'S FOUNDATION 150 GOLDEN GATE AVENUE SAN FRANCISCO CA 94102 NONE PC To provide support for food, clothing, shelter, health care and access to technology to vulnerable individuals in San Francisco. 5000 WORD ON FIRE 25 Northwest Point Blvd Ste 1025 Elk Grove Village IL 60007 NONE PC TO SUPPORT PROGRAMS OF THE CATHOLIC FAITH 2000 AVILA FOUNDATION PO BOX 803 HELENA AL 35080 NONE PC TO SUPPORT PROGRAMS OF THE CATHOLIC FAITH 10000 FOOD FOR THE POOR 6401 LYONS ROAD COCONUT CREEK FL 33073 NONE PC To provide support for third world poverty 5000 THE CULTURE PROJECT INTL PO Box86 Wynnewood PA 19096 NONE PC TO SUPPORT THE PROMOTION OF CATHOLIC EDUCATION 12000 Institute of Catholic Culture PO Box 10101 McLean VA 22102 NONE PC Producing & streaming on-line Catholic educational programs 10000 St Paul's Catholic church 1515 8th Street S Nampa ID 83651 NONE PC to support intellectual and spiritual formation of Catholic laypersons and clergy 9000 The Ruth Institute 4845 Lake Street Suite 217 Lake charles LA 70605 NONE PC support of outreach and educational programs assisting the victims of the sexual revolution 2000 Polaris Project PO Box 65323 Washington DC 20035 NONE PC TO SUPPORT PROGRAMS IN THE MOVEMENT AGAINST HUMAN TRAFFICKING. 5000 Salt Light Radio Inc PO Box 714 Boise ID 83701 NONE PC TO SUPPORT THE RADIO BROADCASTING WITH CONTENT RELATED TO THE CATHOLIC FAITH. 5000 World Vision 34834 Weyerhaeuser Way S Federal Way WA 98063 NONE PC To provide support for third world poverty 5000 Diocese of Boise 1501 S Federal Way Boise ID 83705 None PC TO SUPPORT PROGRAMS OF THE CATHOLIC FAITH 10000 Oakland Elizabeth House 6423 Colby St Oakland CA 94618 None PC Offers residence to women and children who have experienced poverty of homelessness, violence and addiction. 5000 Star Outreach PO Box 345 Star ID 83669 None PC Food assistance 5000 Institute on Religion and Public Li 9 East 40th Street 10th Floor New York NY 10016 None PC Advance a religiously informed public philosophy for the ordering of society. 10000 BirthRight of Boise 1530 W State St Ste A Meridian ID 83642 PC provide support and resources to women of unplanned pregnancies 5000 Idaho Diaper Bank 599 E King St Ste 150 Meridian ID 83642 PC providing families access to basic hygiene to keep babies clean and healthy 5000 Samaritans Purse PO Box 3000 Boone NC 28607 None PC To support victims of Hurricane Helene 5000 StPaul's Outreach 2520 Lexington Ave S Mendota Heights MN 55120 NONE To support SPO's Summer Ministry Training Program 30000 St Paul's Catholic School 810 15th Ave S Nampa ID 83651 NONE To support Catholic education for youth 30000 228953 14 4994 14 164900 18 46952 216846 216846 false false false false false false false false false false Accounting Fees 10755 755 0 10000 UBS CORPORATE BONDS 1503922 1368559 UBS COMMON STOCK 1699043 3528561 1476628 1269959 UBS FIXED INCOME MUTUAL FUNDS AT COST 292665 298693 ADR Fees 941 941 FEES PAID TO THE ADVISORY BOARD 600 600 PO BOX 182 182 Workers Comp 173 17 147 Securities cost basis adjustment 1455 Investment Managment Fees 72678 72678 0 0 CA Filing Fees 100 100 Excise Tax 1753 Foreign Tax 5060 5060 Payroll Tax 6120 612 5202