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Nonprofit · EIN 87-0481479

THE STEVEN B ACHELIS FOUNDATION

Tax-exempt · HOLLADAY, UT 84121

Financials

$227K$163K2023$222K$215K2024
Revenue Expenses · by fiscal year end
Financials of THE STEVEN B ACHELIS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$222,423$214,631$7,792$1,110,650$0$1,110,650
June 30, 2024990-PF$226,696$162,700$63,996$1,102,858$0$1,102,858
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$53,306
Net gain from sales of assets
$169,117

Expenses

Grants and similar amounts paid
$189,994
Disbursements for charitable purposes
$190,179
Excise tax on investment income
$2,752

Balance sheet and other

Total assets, start of year
$1,102,858
Total assets, end of year
$1,110,650
Total liabilities, end of year
$0
Net assets, end of year
$1,110,650
Fair market value of assets
$3,242,016
Qualifying distributions
$190,179
Net investment income
$222,423

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
STEVEN B ACHELIS
PO BOX 71342, SALT LAKE CITY, UT 841710342
Trustee2$0
ELIZABETH L FRANK
6154 S OAK CANYON DR, HOLLADAY, UT 84121
Director1$0
ERIC S ACHELIS
605 CEDAR STREET, APTOS, CA 95003
Director1$0
JENNIFER A HUFFINE
11808 QUINTANA CV, AUSTIN, TX 78739
Director1$0
KIMBERLY A ACHELIS
1894 E TERRACE DR, SANDY, UT 84093
Director1$0
MICHAEL D ACHELIS
12 GROVER CT, WALNUT CREEK, CA 94596
Director1$0
990-PF for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
STEVEN B ACHELIS
PO BOX 71342, SALT LAKE CITY, UT 841710342
Trustee2$0
ELIZABETH L FRANK
6154 S OAK CANYON DR, HOLLADAY, UT 84121
Director1$0
ERIC S ACHELIS
605 CEDAR STREET, APTOS, CA 95003
Director1$0
JENNIFER A HUFFINE
11808 QUINTANA CV, AUSTIN, TX 78739
Director1$0
KIMBERLY A ACHELIS
1894 E TERRACE DR, SANDY, UT 84093
Director1$0
MICHAEL D ACHELIS
12 GROVER CT, WALNUT CREEK, CA 94596
Director1$0

Address and contacts

Address (IRS master file)
6154 S OAK CANYON DR, HOLLADAY, UT 84121-6344
In care of
% STEVEN B ACHELIS
Signed the 990-PF
STEVE ACHELIS, Trustee
Phone
(801) 560-5733
Return prepared by
HAYNIE & COMPANY

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
87-0481479
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1991
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$1,110,650
Income (IRS master file)
$361,966

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$222,423$214,631$1,110,650XML
990-PFJune 2024$226,696$162,700$1,102,858XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––IRS
990-PFJune 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-0481479).

Questions about THE STEVEN B ACHELIS FOUNDATION

What is the EIN of THE STEVEN B ACHELIS FOUNDATION?
The employer identification number (EIN) of THE STEVEN B ACHELIS FOUNDATION is 87-0481479.
Is THE STEVEN B ACHELIS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to THE STEVEN B ACHELIS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE STEVEN B ACHELIS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE STEVEN B ACHELIS FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE STEVEN B ACHELIS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of THE STEVEN B ACHELIS FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does THE STEVEN B ACHELIS FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $222,423, expenses of $214,631 and total assets of $1,110,650 at year end.

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