2024-11-15T11:05:16-08:00 2023-12-31 861778331 Archibald Advisory LLC 2961 E Cullumber St Gilbert AZ 85234 990PF 2023-01-01 953466880 The Steele Foundation Inc STEE 6028509804 4131 N 36th St 1 PHOENIX AZ 85018 marianne cracchiolo mago President 2024-11-15 true true Kelli Archibald P00180332 4808770021 2023 2024-10-15 13:58:12Z X 89716940 X X 4968 4968 555726 555726 198388 198388 137501 2157432 2211644 2157166 -183455 -165510 2733059 2750738 472673 94535 378138 423051 84500 338551 154091 16198 137893 620 496 124 20555 12003 8552 328366 227766 100600 44944 13547 7623 108247 76048 14552 14552 16279 16279 146426 65405 81020 1729804 606777 1067053 3586920 3586920 5316724 606777 4653973 -2583665 2143961 71370 17800 17820 1485234 773678 773678 926499 96016 96016 1047605 4674000 4674000 4674000 7320000 1712564 1712564 1712564 56336538 54847609 76014104 3744523 599712 3253058 3144811 1904520 150 150 150 67628930 65266628 89716940 15984 15510 5948 5949 21932 21459 X 67606998 65245169 67606998 65245169 67628930 65266628 67606998 -2583665 221836 65245169 65245169 Arrowstreet Sec 1256 Loss P 2023-01-01 2023-12-31 13184 -13184 -13184 Arrowstreet LT Gain P 2023-01-01 2023-12-31 57544 57544 57544 Arrowstreet ST Loss P 2023-01-01 2023-12-31 24168 -24168 -24168 Blumberg II LT Gain P 2023-01-01 2023-12-31 109713 109713 109713 Blumberg III LT Gain P 2023-01-01 2023-12-31 17656 17656 17656 Blumberg IV ST Loss P 2023-01-01 2023-12-31 15334 -15334 -15334 Blumberg IV LT Loss P 2023-01-01 2023-12-31 12325 -12325 -12325 Davidson Kempne ST Loss P 2023-01-01 2023-12-31 15103 -15103 -15103 Davidson Kempne LT Gain P 2023-01-01 2023-12-31 4359 4359 4359 Davidson Kempne Sec 1256 Gain P 2023-01-01 2023-12-31 71 71 71 Farallon ST Gain P 2023-01-01 2023-12-31 11031 11031 11031 Farallon LT Gain P 2023-01-01 2023-12-31 19967 19967 19967 Farallon Sec 1256 Loss P 2023-01-01 2023-12-31 1169 -1169 -1169 LL Mortgage ST Gain P 2023-01-01 2023-12-31 4914 4914 4914 LL Mortgage LT Loss P 2023-01-01 2023-12-31 18480 -18480 -18480 LL Mortgage Sec 1256 Gain P 2023-01-01 2023-12-31 5575 5575 5575 Lone Cascade ST Gain P 2023-01-01 2023-12-31 110395 110395 110395 Lone Cascade LT Gain P 2023-01-01 2023-12-31 143586 143586 143586 Moonrise 2 ST Loss P 2023-01-01 2023-12-31 5 -5 -5 Moonrise 2 LT Gain P 2023-01-01 2023-12-31 16150 16150 16150 Moonrise 3 ST Loss P 2023-01-01 2023-12-31 32 -32 -32 Moonrise 3 LT Loss P 2023-01-01 2023-12-31 1220 -1220 -1220 Wellington ST Loss P 2023-01-01 2023-12-31 998 -998 -998 Wellington LT Gain P 2023-01-01 2023-12-31 133 133 133 Wellington Sec 1256 Loss P 2023-01-01 2023-12-31 6443 -6443 -6443 Wellington 2 ST Gain P 2023-01-01 2023-12-31 4611 4611 4611 Wellington 2 LT Gain P 2023-01-01 2023-12-31 67973 67973 67973 Marina Coves Loss P 2023-01-01 2023-12-31 24904 -24904 -24904 Accolade ST Gain P 2023-01-01 2023-12-31 360 360 360 Accolade LT Gain P 2023-01-01 2023-12-31 5791 5791 5791 Accolade Real Estate Loss P 2023-01-01 2023-12-31 7 -7 -7 Accolade 2 LT Loss P 2023-01-01 2023-12-31 14 -14 -14 Accolade 2 Real Estate Gain P 2023-01-01 2023-12-31 14 14 14 Accolade 2 ST Loss P 2023-01-01 2023-12-31 708 -708 -708 Kline Hill Gain P 2023-01-01 2023-12-31 90829 90829 90829 Redwheel LT Gain P 2023-01-01 2023-12-31 1050410 1050410 1050410 Causeway Loss P 2023-01-01 2023-12-31 151679 -151679 -151679 Publicly Traded Securities P 2023-01-01 2023-12-31 776069 54212 721857 721857 2157166 29801 29801 29801 50313 50313 X 20512 20512 false false false false false true true false true true AZ true false false false false true www.steeleaz.org THE FOUNDATION 6028509804 4131 N 36th St PHOENIX AZ 85018 false false false false true false false false false false false false false false false false false false false false false false Marianne Cracchiolo Mago 4131 N 36th Street 1 phoenix AZ 85018 President 40.00 472673 47089 Andy Abraham 4131 N 36th Street 1 phoenix AZ 85018 Secretary 1.00 0 Andy Cracchiolo 4131 N 36th Street 1 phoenix AZ 85018 Director 1.00 0 Jeff Fishman 4131 N 36th Street 1 Phoenix AZ 85018 Director 1.00 0 Holly Tullis 4131 N 36th Street 1 Phoenix AZ 85018 Finance Director 40.00 169000 6745 Amber Skalsky 4131 N 36th Street 1 Phoenix AZ 85018 Program Manager 40.00 169000 34159 Cambridge Associates 125 High Street Boston MA 02110 Investment Advisory SVCS 218750 DC SCHOLARSHIP PROGRAM THE PURPOSE OF THE SCHOLARSHIP PROGRAM IS TO AWARD SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS WHO HAVE SHOWN THE PASSION TO SUCCEED DESPITE FACING ECONOMIC CHALLENGES. BECAUSE MANY OF THESE STUDENTS RECEIVE INSUFFICIENT FUNDS TO COVER BASIC TUITION AND FEES FOR THE SCHOOL, THE FOUNDATION MAKES GRANTS TO COVER SOME OR ALL OF THE GAP BETWEEN THE STUDENT'S COSTS AND THE SCHOOL'S FINANCIAL AID, SUCH AS BASIC SUPPLIES, TRANSPORTATION, TRAVEL, AND LIVING EXPENSES. IN 2023, THE SCHOLARSHIP PROGRAM HELPED FOUR STUDENTS WITH THEIR COLLEGE EXPENSES, PROVIDING SUPPORT TOTALING $34,290. THE FOUNDATION STRICTLY FOLLOWS ITS SCHOLARSHIP GRANTING PROCEDURES AS OUTLINED IN ITS IRS ADVANCE APPROVAL LETTER, INCLUDING THE USE OF A GRANT SELECTION COMMITTEE, STUDENT GPA AND REPORTING REQUIREMENTS, AND MONITORING USE OF FUNDS, AMONG OTHER THINGS. 34290 1122250 2732222 86229201 90083673 0 90083673 1351255 88732418 4436621 4436621 29801 29801 4406820 4406820 4406820 4653973 4653973 4406820 136602 53944 667184 857730 4653973 0 4406820 247153 1104883 0 136602 968281 53944 667184 247153 X Arizona Science Center 600 E Washington St Phoenix AZ 85004 NONE PC Chevy Humphrey 3rd Grade Scholarships 250000 ASU Foundation PO Box 2260 Tempe AZ 85280 NONE PC Daniel Cracchiolo Chair in Civil & Criminal Law 100000 Barrow Neurological Foundation 350 West Thomas Rd Phoenix AZ 85013 NONE PC DC/PG Fellowship Endowment 500000 Camp Stone Scholarship Fund 2437 S Green Road Beachwood OH 44122 NONE PC Scholarship Fund 5000 Childsplay 990 South Mitchell Drive Tempe AZ 85281 NONE PC Storybook Preview Performances 30000 Heard Museum 2301 N Central Avenue Phoenix AZ 85004 NONE PC Family and Youth Engagement Project 100000 Literacy Connects 200 E Yavapai Road Tucson AZ 85705 NONE PC Capacity Bldg Reading Seed Program 75000 Mesa Arts Center Foundation 1 East Main Street Mesa AZ 85201 NONE PC Project Literacy 52578 Sharsheret 1086 Teaneck Rd Teaneck NJ 07666 NONE PC General Support 5000 Support My Club 5070 North 40th Street Ste 110 Phoenix AZ 85018 NONE PC General Support 2500 The Salvation Army 4650 North 65th Street Scottsdale AZ 85251 NONE PC Christmas Angel Program 25000 University of Arizona Foundation 1111 North Cherry Avenue Tucson AZ 85721 NONE PC The DC Institute 2000000 DC Scholar - Bryan 4131 North 36th Street Ste 1 Phoenix AZ 85018 NONE I Scholarship 7228 DC Scholar - Charlie 4131 North 36th Street Ste 1 Phoenix AZ 85018 NONE I Scholarship 7380 DC Scholar - Daniel 4131 North 36th Street Ste 1 Phoenix AZ 85018 NONE I Scholarship 10037 DC Scholar - Sergio 4131 North 36th Street Ste 1 Phoenix AZ 85018 NONE I Scholarship 9645 Arizona Jewish Historical Society 122 E Culver St Phoenix AZ 85004 NONE PC Hilton Holocaust Education Center 12500 Blue Watermelon Project Inc 1834 E Willetta St Phoenix AZ 85006 NONE PC Colabl Coaching Sessions 3500 Education Forward Arizona 4747 N 32nd Street Suite 150 Phoenix AZ 85018 NONE PC Scholarship Funding 4000 Support My Club 5070 North 40th Street Ste 110 Phoenix AZ 85018 None PC General Support 10000 Jewish National Fund 78 Randall Ave Rockville Center NY 11570 None PC General Support 18000 Blue Watermelon Project 6106 S 32nd St Phoenix AZ 85042 None PC General Support 37052 College Vista Preparatory Inc 812 S 6th Ave Phoenix AZ 85003 None PC Books, shelving, seating 5000 Read On Arizona 1202 E Missouri Ave Phoenix AZ 85014 None PC General Support 250000 Temple Solel 6805 E McDonald Dr Paradise Valley AZ 85253 None PC Preschool scholarship fund 12500 American Friends of NATAL Inc 1120 6th Ave 4th Floor New York NY 10036 None PC General Support 5000 BainBridge Island Parks and Trails 221 Winslow Way West Ste 104 Bainbridge Island WA 98110 None PC General Support 5000 Shalhevet High School 910 S Fairfax Ave Los Angeles CA 90036 None PC Trip Scholarship 5000 St Francis Xavier School 4715 N Central Ave Phoenix AZ 85012 None PC General Support 10000 Cardozo School of Law 55 5th Ave New York NY 10003 None General Support 5000 Nourish Phoenix 501 S 9th Ave Phoenix AZ 85007 None PC Program Director Salary 25000 3586920 14 4968 14 555726 16 198388 525990 266 18 2157166 Mortgage Loan Interest 14 127458 Partnership Income 525990 -17945 1 -292968 -17679 2750738 2733059 false false false false false false false false false false Archibald Advisory 14750 7375 0 7375 BOSS Advisors 55 28 0 27 Metz & Assoc 5750 4600 0 1150 Steele Building 2018-09-30 2762674 331076 SL 0.0256 70835 56668 Land Improvements- ABCO 2018-09-30 189065 56746 SL 0.0667 12611 10089 Building Improvements 2019-11-19 175010 14023 SL 0.0256 4487 3590 Mac Laptop MCM 2018-01-17 1988 1791 SL 0.1000 197 39 Printer 2018-01-17 3693 3325 SL 0.1000 368 74 Mac Computer 2018-02-14 3217 2894 SL 0.1000 323 65 iPad MCM 2018-04-18 1364 1228 SL 0.1000 136 27 Phone System 2018-04-18 1956 1760 SL 0.1000 196 39 Computer LR 2018-06-20 1772 1593 SL 0.1000 179 36 Lights 2018-09-30 2198 1413 SL 0.1428 314 63 Cabinetry and Millwork 2018-09-30 63465 40803 SL 0.1428 9063 1813 Kitchen Appliances 2018-09-30 6740 4332 SL 0.1428 962 192 Wooden Chest foyer 2018-10-24 4561 2933 SL 0.1428 651 130 Medical Cabinet bathroom 2018-10-24 1466 941 SL 0.1428 209 42 Cole Steele File Cabinet 2018-10-24 1520 977 SL 0.1428 217 43 9 Section Black Bookcase 2018-10-24 1195 769 SL 0.1428 171 34 Desk MCM 2018-10-24 2268 1458 SL 0.1428 324 65 Office Chairs LR 2018-11-28 2519 1620 SL 0.1428 360 72 Artwork 2018-11-28 2159 1389 SL 0.1428 308 62 Artwork 2018-12-11 6125 3938 SL 0.1428 875 175 White Desk, mirrors, planters 2018-12-11 7745 4980 SL 0.1428 1106 221 4 Drawer Desk foyer 2018-12-19 2473 1589 SL 0.1428 353 71 Land Improvements 2019-03-21 13207 3083 SL 0.0667 881 705 Building Improvements - Suite 1 2019-11-19 10223 819 SL 0.0256 262 210 2021 Building Improvements 2021-06-30 3425 136 SL 0.0256 88 70 2021 Office Equipment 2021-06-30 5795 1739 SL 0.2000 1159 927 Dell Computer 2022-02-16 3720 372 SL 0.2000 744 149 GHA Computer 2022-06-28 2646 265 SL 0.2000 529 106 Sound Paneling 2022-10-04 13232 71 SL 0.0256 339 271 EXXON MOBILE 20835 258548 CHEVRON 75181 789056 Land 4674000 4674000 7320000 Vanguard Intermediate Term ETF AT COST 9268849 8198986 VANGUARD SHORT TERM INFLATION TIPS AT COST 2120384 2054944 ARTISAN GLOBAL VALUE FUND AT COST 3145756 4025999 CAUSEWAY EMERGING MARKETS FUND AT COST Baillie Gifford AT COST 1750000 1723932 PIMCO Income Instl AT COST 1340848 1360379 Furniture and Fixtures 104434 82055 22379 114226 Machinery and Equipment 23758 19302 4456 23187 Buildings 2762674 401911 2360763 1670000 Improvements 409957 96444 313513 97107 Land 443700 443700 Burch and Cracchiolo 620 496 0 124 Security Deposit 150 150 150 Bank Charges 316 316 Dues 24036 24036 Insurance 5178 1036 4142 Meals 13083 13083 Office Supplies 2763 2763 Other Expenses 31633 31633 Payroll Service 1317 263 1053 Postage 301 301 Real Estate Expenses 2903 2903 Rental Expenses 60887 60887 Repairs 802 802 Training 3207 3207 Mortgage Loan Interest 127458 127458 Partnership Income -310913 -292968 Partnerships Basis Adjustment 221836 Security Deposits - Rental Prop 5948 5948 Rounding 1 Alloy Systems 2500 0 0 2500 Arizona State University 34400 0 0 34400 Blackbaud, Inc 245 0 0 245 Eric Van Meter 3333 0 0 3333 Greer Method 44500 0 0 44500 MGKS 1800 0 0 1800 Norberg Inc 11200 0 0 11200 Skyhook 160 0 0 160 Southwest Agricultural Services 5400 5400 0 0 Ubiquity 3078 616 0 2462 Valbridge Property Advisors 3000 3000 0 0 Wellington 218750 218750 0 0 Excise Tax 29774 Property Tax 21170 13547 7623 UBI Tax 6000