2025-11-15T21:43:19-08:00 2025-06-30 870325228 HAYNIE & COMPANY 1785 WEST 2300 SOUTH SALT LAKE CITY UT 84119 990PF 2024-07-01 870481479 ACHELIS FOUNDATION DBA STEVEN B ACHELIS FOUNDATION ACHE 8015605733 6154 OAK CANYON DRIVE SALT LAKE CITY UT 84121 STEVE ACHELIS Trustee 2025-11-15 true true Kent M Christensen CPA P00439999 8019724800 2024 2025-03-06 01:10:19Z X 3242016 X X 53306 53306 169117 308660 169117 94 222423 222423 94 2300 2300 2920 2920 19417 19232 185 24637 24452 185 189994 189994 214631 24452 190179 7792 197971 94 23095 17467 15162 670973 684393 2819234 397190 397190 396020 11600 11600 11600 1102858 1110650 3242016 0 X 1102858 1110650 1102858 1110650 1102858 1110650 1102858 7792 1110650 1110650 97 Accenture Plc P 2024-09-27 2025-03-06 33444 34232 -788 -788 190 Alphabet (Google) Class C P 2011-06-28 2025-05-28 33144 2342 30802 30802 170 Apple Computer Inc P 2010-06-08 2024-07-23 38178 1511 36667 36667 170 Apple Computer Inc P 2010-06-08 2024-07-24 37138 1511 35627 35627 150 Apple Computer Inc P 2010-06-08 2024-10-21 35417 1333 34084 34084 150 Apple Computer Inc P 2010-06-08 2025-03-11 32793 1333 31460 31460 246 Aptiv Plc P 2019-03-28 2025-02-28 15886 19301 -3415 -3415 20000 Charles Schwab Bank 6/17/2025 5.35% P 2024-06-11 2025-06-17 20000 20000 777 Corning Inc P 2024-06-17 2025-04-07 30843 29961 882 882 91 Home Depot Inc P 2023-06-26 2025-03-18 31817 28019 3798 3798 169117 94 2752 2752 2752 X 146 2898 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 Blessing Hands 1008 E Bustamante St Laredo TX, 78041 10000 BSO ORCHKIDS1212 CATHEDRAL STBALITMORE, MD 21201orchkids.org 10000 STEMblazers 9249 S. Broadway #200-266 Highlands Ranch CO, 80129 10000 PAUL SHERWEN PROJECT2 PARK LN STE 301HILTON HEAD, SC 29928paulsherwenproject.com 10000 3261300 128864 0 3390164 0 3390164 50852 3339312 166966 166966 2752 2752 164214 164214 164214 190179 190179 164214 127025 190179 127025 0 63154 101060 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 5000 SAVE OUR CANYONS 824 SOUTH 400 WEST SUITE B115 SALT LAKE CITY UT 84101 NO RELATIONSHIP NONE TO BENEFIT CHARITY 5170 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 5000 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 200 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 318 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 5000 GIRL RISING 28 VERADAH PLACE BROOKLYN NY 11201 NO RELATIONSHIP NONE TO BENEFIT CHARITY 7000 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 5000 GIRLS SCOUTS OF UTAH 445 EAST 4500 SOUTH SUITE 125 SALT LAKE CITY UT 84107 NO RELATIONSHIP NONE TO BENEFIT CHARITY 9000 THE SALT LAKE TRIBUNE 90 S 400 WEST SUITE 700 SALT LAKE CITY UT 84101 NO RELATIONSHIP NONE TO BENEFIT CHARITY 1000 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 206 Paul Sherwen Project 2 PARK LN STE 301 Hilton Head SC 29928 NO RELATIONSHIP NONE TO BENEFIT CHARITY 10000 STEMBLAZERS 9249 S BROADWAY 200-266 HIGHLANDS RANCH CO 80129 NO RELATIONSHIP NONE TO BENEFIT CHARITY. 10000 BLESSING HANDS 1008 E BUSTAMANTE ST LAREDO TX 78041 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 10000 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 10000 Chatham County Partnership for Chil 220 Chatham Business Dr Pittsboro NC 27312 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 5000 Committee to Protect Journalists 509 W 38th St New York City NY 10018 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 500 Protect Democracy Project 2020 Pennsylvania Ave NW 163 Washington DC 20006 NONE NONE TO AID IN CHARITABLE PURPOSE 10000 EMPOWER MALI 10412 N Oak Circle Highland UT 84003 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 10000 FAMILY SCHOLAR HOUSE 403 Reg Smith Cir Louisville KY 40208 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 10000 FRIENDS OF THE CHILDREN - UTAH 5361 S 4220 W suite b Kearns UT 84118 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 5000 LIFTING HAND INTERNATIONAL 1167 W Brooklyn Ave Salt Lake City UT 84104 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 10000 SCHOLARS LATINO INITIATIVE PO Box 1245 Harrisonburg VA 22803 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 5000 UNDER THE SAME TREE 4021 Connecticut St Saint Louis MO 63116 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 5000 SAINT JUDE CHILDREN'S RESEARCH HOSP 501 St Jude Place Memphis TN 38105 NO RELATIONSHIP NONE TO AID IN CHARITABLE PURPOSE 200 189994 53306 169117 222423 222423 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 2300 2300 0 0 MERCK & CO 14632 39580 SPDR GOLD TRUST 19398 135040 ISHARES SILVER TRUST 23304 72510 THE CHARLES SCHWAB CORP 18404 99908 JOHNSON & JOHNSON 19441 52546 THERMO FISHER SCIENTIFIC 9149 99338 WAL-MART STORES INC 20600 117043 SANOFI AVENTIS ADR 26854 42271 GOOGLE INC 18952 269992 NOVARTIS AG ADR 23095 60747 ORACLE CORPORATION 29526 234153 ZIONS BANCORP 15536 42071 APPLE COMPUTER INC 23859 550881 ISHARES RUSELL MICROCAP 14935 36894 METLIFE INC 26788 72137 SPROTT GOLD 44000 100088 AMGEN INCORPORATED 16894 29596 DANAHER CORP DEL 11384 34570 META PLATFORMS (FACEBOOK INC) 35205 211094 VANGUARD DI APPREC. ETF 20433 40934 ALCON INC 16430 27808 AMERICAN WATER WORKS 19433 31022 REALTY INCM CORP 17958 16707 MICROSOFT 21022 66653 ABBVIE 21597 46405 FIRSTENERGY CORP 25024 25887 EQUITABLE HLDGS INC 10093 17784 KENVUE 5875 17477 MASTERCARD INC 13124 17982 NOVO-NORDISK A-S ADR 2442 110432 MOTLEY FOOL CPT EFIC 100 33300 34287 SCHWAB INTL EQUITY ETF 33693 34410 ISHARES PREFERRED INCOME 32013 30987 MET WEST LOW DURATION BOND AT COST 25642 28070 FIDELITY FLOATING RATE AT COST 30000 28025 VANGUARD ST CORP BOND ETF AT COST 79250 79182 PIMCO INVEST GRADE CORP AT COST 34601 32015 VANGUARD TOTAL INTL BOND AT COST 37952 34162 SCHWAB ST TREASURY AT COST 136831 138576 SCHWAB 5 10 YEAR CORP AT COST 52914 55990 oTHER RECEIVABLE 11600 11600 11600 INTERNET HOSTING 94 94 LICENSES AND PERMITS 18 18 OFFICE SUPPLIES 73 73 OTHER COSTS 124 124 SCHWAB ADVISORY FEES 19108 19108 FOREIGN TAX 1533 1533 INCOME TAX 1387 1387