2024-11-14T14:30:07-08:00 2024-06-30 870325228 HAYNIE & COMPANY 1785 WEST 2300 SOUTH SALT LAKE CITY UT 84119 990PF 2023-07-01 870481479 ACHELIS FOUNDATION DBA STEVEN B ACHELIS FOUNDATION ACHE 8015605733 6154 OAK CANYON DRIVE SALT LAKE CITY UT 84121 STEVE ACHELIS Trustee 2024-11-14 true true Kent M Christensen CPA P00439999 8019724800 2023 2024-10-15 13:58:12Z X 3247926 X X 49667 49667 177029 308322 177029 226696 226696 1800 1800 4672 4672 18218 17840 378 24690 24312 378 138010 138010 162700 24312 138388 63996 202384 29086 23095 23095 707352 670973 2824606 302424 397190 388625 11600 11600 1038862 1102858 3247926 0 X 1038862 1102858 1038862 1102858 1038862 1102858 1038862 63996 1102858 1102858 950 APPLE COMPUTER INC P 2020-07-01 2024-06-30 176555 13005 163550 163550 .37 KENVUE P 2009-07-22 2023-08-24 9 3 6 6 414 LINCOLN NATIONAL P 2013-06-26 2023-12-26 10022 14940 -4918 -4918 234 PAYPAL P 2018-06-01 2023-11-21 13011 19399 -6388 -6388 1307 PHYSICIANS REITC P 2018-05-22 2023-09-18 16912 16740 172 172 100 SANDOZ P 2011-04-12 2023-12-31 3113 1299 1814 1814 58 VERALTO P 2015-12-02 2023-12-31 4511 1503 3008 3008 93 WALMART INC COM P 2009-08-21 2024-01-25 15073 4801 10272 10272 830 SCHWAB ST TREASURY SCHO P 2023-02-09 2024-06-26 39909 40089 -180 -180 191 VANGUARD DIV APPREC. ETF P 2018-05-17 2023-10-31 29207 19514 9693 9693 177029 2813 2813 2813 2400 2400 413 0 false false false false false false false true true true false false false false true www.stevesfoundation.org STEVE ACHELIS 8015605733 6154 OAK CANYON DRIVE SALT LAKE CITY UT 841216344 false false false false false false false false false false false false false false false false false false false false false false STEVEN B ACHELIS PO BOX 71342 SALT LAKE CITY UT 841710342 Trustee 2.00 0 ELIZABETH L FRANK 6154 S OAK CANYON DR HOLLADAY UT 84121 Director 1.00 0 ERIC S ACHELIS 605 CEDAR STREET APTOS CA 95003 Director 1.00 0 JENNIFER A HUFFINE 11808 QUINTANA CV AUSTIN TX 78739 Director 1.00 0 KIMBERLY A ACHELIS 1894 E TERRACE DR SANDY UT 84093 Director 1.00 0 MICHAEL D ACHELIS 12 GROVER CT WALNUT CREEK CA 94596 Director 1.00 0 NONE NONE BUILDING YOUTH AROUND THE WORLD198 EAST 4500 SOUTHMURRAY, UT 84107BUILDYOUTH.ORG 7000 BSO ORCHKIDS1212 CATHEDRAL STBALITMORE, MD 21201orchkids.org 8000 BSO ORCHKIDS1212 CATHEDRAL STBALITMORE, MD 21201https://orchkids.org/ 10000 PAUL SHERWEN PROJECT2 PARK LN STE 301HILTON HEAD, SC 29928paulsherwenproject.com 10000 2861654 110079 0 2971733 0 2971733 44576 2927157 146358 146358 2813 2813 143545 143545 143545 138388 138388 143545 121868 138388 121868 0 16520 127025 X STEVE ACHELIS PO BOX 71342 SALT LAKE CITY UT 84171 NONE THE FOUNDATION HAS GENERAL GUIDELINES WHICH IT MODIFIES PERIODICALLY. DONEE ORGANIZATIONS MUST HAVE A 501(C)(3) TAX EXEMPTION DETERMINATION LETTER. ORGANIZATIONS THAT IMPROVE THE OPPORTUNITIES FOR AMERICA'S DISADVANTAGED YOUTH UNDER THE PREMISE THAT FEW ARE ENTITLED TO A HANDOUT, YET ALL ARE ENTITLED TO A HAND UP. ORGANIZATIONS THAT SEEK TO IMPROVE PEOPLE'S LIVES BASED ON THE PREMISE THAT IF YOU GIVE SOMEONE A FISH, THEY'LL BE FED TODAY BUT IF YOU TEACH SOMEONE TO FISH, THEY'LL BE FED FOR LIFE. ORGANIZATIONS THAT FOCUS ON CHILDREN, IN THE BELIEF THAT THE EARLIER ASSISTANCE IS PROVIDED THE MORE LEVERAGE THAT ASSISTANCE WILL HAVE. COST EFFECTIVE PROGRAMS WHERE A SMALL CONTRIBUTION CAN MAKE A SIGNIFICANT DIFFERENCE. ORGANIZATIONS WHERE A LARGE PERCENTAGE OF FUNDING GOES DIRECTLY TO ACHIEVE THESE GOALS. REFER TO FOUNDATION'S WEBSITE AT HTTP://STEVESFOUNDATION.ORG TO FIND OUT THE GUIDELINES FOR THE AWARDING OF GRANTS. ROWLAND HALL ST MARKS 970 E 800 S SALT LAKE CITY UT 84102 NO RELATIONSHIP NONE TO ASSIST SCHOOL'S CAPITAL CAMPAIGN 6500 NATURE CONSERVANCY OF UTAH 559 EAST SOUTH TEMPLE SALT LAKE CITY UT 84102 NO RELATIONSHIP NONE TO BENEFIT CHARITY 4000 BOYS GIRLS CLUB UT 1275 PEACHTREE STREET NE ATLANTA GA 30309 NO RELATIONSHIP NONE TO BENEFIT CHARITY 2000 SAVE OUR CANYONS 824 SOUTH 400 WEST SUITE B115 SALT LAKE CITY UT 84101 NO RELATIONSHIP NONE TO BENEFIT CHARITY 5310 STUDENTS RISING ABOVE PO BOX 29174 SAN FRANCISCO CA 94129 NO RELATIONSHIP NONE TO BENEFIT CHARITY 3000 THE ROAD HOME 210 SOUTH RIO GRANDE STREET SALT LAKE CITY UT 84101 NO RELATIONSHIP NONE TO BENEFIT CHARITY 3500 CROSSROADS URBAN CENTER 347 SOUTH 400 EAST SALT LAKE CITY UT 84111 NO RELATIONSHIP NONE TO BENEFIT CHARITY 4000 ART OF YOGA PROJECT 555 BRYANT STREET 232 PALO ALTO CA 94301 NO RELATIONSHIP NONE TO BENEFIT CHARITY 2000 KUED TV 101 S WASATCH DRIVE SALT LAKE CITY UT 84112 NO RELATIONSHIP NONE TO BENEFIT CHARITY 160 BIKE UTAH PO BOX 4523 SALT LAKE CITY UT 84110 NO RELATIONSHIP NONE TO BENEFIT CHARITY 200 UTAH AVALANCHE CENTER 2242 WEST NORTH TEMPLE SALT LAKE CITY UT 84116 NO RELATIONSHIP NONE TO BENEFIT CHARITY 300 FIT TO RECOVER 789 WEST 1390 SOUTH SALT LAKE CITY UT 84104 NO RELATIONSHIP NONE TO BENEFIT CHARITY 2000 RIGHT TO PLAY 49 WEST 27TH STREET SUITE 930 NEW YORK NY 10001 NO RELATIONSHIP NONE TO BENEFIT CHARITY 5000 MIKVA CHALLENGE 332 S MICHAIGAN AVENUE STE 400 CHICAGO IL 60604 NO RELATIONSHIP NONE TO BENEFIT CHARITY 3000 SOCCER WITHOUT BORDERS 281 SUMMER ST 2ND FLOOR BOSTON MA 02210 NO RELATIONSHIP NONE TO BENEFIT CHARITY 5000 GIRL RISING 28 VERADAH PLACE BROOKLYN NY 11201 NO RELATIONSHIP NONE TO BENEFIT CHARITY 5000 UT BLUES SOCIETY 11232 GUNN TRAIL CIR SOUTH JORDAN UT 84095 NO RELATIONSHIP NONE TO BENEFIT CHARITY 100 ANN RICHARDS SCHOOL FOUNDATION 2206 PRATHER LANE AUSTIN TX 78704 NO RELATIONSHIP NONE TO BENEFIT CHARITY 5000 AUSTIN KIDS CAN 2303 RANCH RD 620 S 160-147 LAKEWAY TX 78734 NO RELATIONSHIP NONE TO BENEFIT CHARITY 5000 BSO ORCHKIDS 1212 CATHEDRAL STREET BALTIMORE MD 21201 NO RELATIONSHIP NONE TO BENEFIT CHARITY 10000 BUILDING YOUTH AROUND THE WORLD 2780 9000 S WEST JORDAN UT 84088 NO RELATIONSHIP NONE TO BENEFIT CHARITY 7000 THE SALT LAKE TRIBUNE 90 S 400 WEST SUITE 700 SALT LAKE CITY UT 84101 NO RELATIONSHIP NONE TO BENEFIT CHARITY 500 Catalino Tapia Scholarship Foundati 727 INDUSTRIAL ROAD STE117 SAN CARLOS CA 94070 NO RELATIONSHIP NONE TO BENEFIT CHARITY 8000 Dignity House 10 BLUFF LANE PEMBROKE HM BD 09 NO RELATIONSHIP NONE TO BENEFIT CHARITY 4000 KRCL 909 FM 509 W 300 N Salt Lake City UT 84116 NO RELATIONSHIP NONE TO BENEFIT CHARITY 150 Paul Sherwen Project 2 PARK LN STE 301 Hilton Head SC 29928 NO RELATIONSHIP NONE TO BENEFIT CHARITY 10000 Seager Memorial Clinic 539 24th St Ogden UT 84401 NO RELATIONSHIP NONE TO BENEFIT CHARITY 3000 SOAP2HOPE 1540 MAIN STREET SALT LAKE CITY UT 84115 NO RELATIONSHIP NONE TO BENEFIT CHARITY 3000 STEMBLAZERS 9249 S BROADWAY 200-266 HIGHLANDS RANCH CO 80129 NO RELATIONSHIP NONE TO BENEFIT CHARITY. 5000 AIRLINK INC 915 FRONT ST SAN FRANCISCO CA 94111 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 1000 BASKETBALL TO UPLIFT THE YOUTH 637 DAHLIA ST NW WASHINGTON DC 20012 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 3090 BLESSING HANDS 1008 E BUSTAMANTE ST LAREDO TX 78041 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 5000 HEALTH IN HARMONY PO BOX 96176 PORTLAND OR 97296 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 1000 HIGH SCHOOL TO COLLEGE GUIDE FOUNDA 8787 S REDWOOD RD WEST JORDAN UT 84088 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 5000 JACKSON HOLE COMMUNITY HOUSING PO BOX 4498 JACKSON WY 83001 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 1000 KUER 901 FM 101 S WASATCH DR SALT LAKE CITY UT 84112 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 200 TANDIKA REVITALIZATION FUND 4090 S 1500 E MILLCREKK UT 84124 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 5000 UNITED WAY OF JACKSON COUNTY 536 N JACKSON ST JACKSON MI 49201 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 5000 138010 49667 177029 226696 226696 4 THE FOUNDATION PAYS OUT THE INVESTMENT INCOME IT EARNS TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS. DONATIONS ARE MADE DIRECTLY TO THE ORGANIZATIONS PROVIDING THE CHARITABLE OR EDUCATIONAL SERVICE OR PROGRAMS. 8 THE FOUNDATION PAYS OUT THE INVESTMENT INCOME IT EARNS TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS. DONATIONS ARE MADE DIRECTLY TO THE ORGANIZATIONS PROVIDING THE CHARITABLE OR EDUCATIONAL SERVICE OR PROGRAMS. false false false false false false false false false false ACCOUNTING FEES 1800 1800 0 0 MERCK & CO 14632 61900 SPDR GOLD TRUST 19398 95249 ISHARES SILVER TRUST 23304 58720 THE CHARLES SCHWAB CORP 18404 80691 JOHNSON & JOHNSON 19441 50279 THERMO FISHER SCIENTIFIC 9149 135485 WAL-MART STORES INC 20600 81049 SANOFI AVENTIS ADR 26854 42455 GOOGLE INC 21294 313933 NOVARTIS AG ADR 23095 53443 ORACLE CORPORATION 29526 151225 ZIONS BANCORP 15536 35130 APPLE COMPUTER INC 29546 700312 ISHARES RUSELL MICROCAP 14935 32946 METLIFE INC 26788 62960 SPROTT GOLD 44000 62239 AMGEN INCORPORATED 16894 33120 DANAHER CORP DEL 11384 43724 META PLATFORMS (FACEBOOK INC) 35205 144207 VANGUARD DI APPREC. ETF 20433 36510 ALCON INC 16430 28060 AMERICAN WATER WORKS 19433 28803 APTIV PLC 19301 17323 REALTY INCM CORP 18234 15318 MICROSOFT 21022 59891 ABBVIE 21597 42880 FIRSTENERGY CORP 25024 24608 HOME DEPOT INC 28019 31326 CORNING INC 29961 30186 EQUITABLE HLDGS INC 10093 12953 KENVUE 5875 15180 MASTERCARD INC 13124 14117 NOVO-NORDISK A-S ADR 2442 228384 MET WEST LOW DURATION BOND AT COST 25642 27471 FIDELITY FLOATING RATE AT COST 30000 28300 VANGUARD ST CORP BOND ETF AT COST 79250 76966 PIMCO INVEST GRADE CORP AT COST 34601 31278 VANGUARD TOTAL INTL BOND AT COST 37952 33582 SCHWAB ST TREASURY AT COST 136831 136785 SCHWAB 5 10 YEAR CORP AT COST 52914 54243 oTHER RECEIVABLE 11600 11600 LICENSES AND PERMITS 10 10 OFFICE SUPPLIES 368 368 SCHWAB ADVISORY FEES 17840 17840 FOREIGN TAX 1157 1157 INCOME TAX 3515 3515