2021-11-15T13:29:56-08:00 2020-12-31 823709663 Payne Huebsch 1955 S Val Vista Dr Ste 121 Mesa AZ 85204 990PF 2020-01-01 953466880 The Steele Foundation Inc STEE 6028509804 4131 N 36th St 1 Phoenix AZ 85018 Marianne C Mago President 2021-11-15 true Marianne C Mago 999009999 Adam Brown P01866266 6026994829 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 92321019 X X 1426 1426 467507 467507 157506 157506 97486 2202227 5309660 2200834 25095 33009 2853761 2860282 413992 41399 372593 80000 80000 42583 42583 2834 2834 91273 47775 43498 243408 227958 15450 62078 36764 5355 107137 18774 18773 103125 72985 30140 1165204 429715 608392 2981271 2981271 4146475 429715 3589663 -1292714 2430567 10504 410472 410753 2197980 84940 84940 7518 7518 7518 449354 325833 1571863 5294000 5294000 5294000 6407824 3437972 3399204 1701704 51787034 52468157 80586267 3715704 275298 3547543 3440406 1550000 150 150 150 66724537 65430680 92321019 11035 9892 5948 5948 16983 15840 X 66707554 65414840 66707554 65414840 66724537 65430680 66707554 -1292714 65414840 65414840 Publicly traded securities P 2019-01-01 2020-12-31 3853622 3107436 746186 746186 Accolade LT Gain P 2019-01-01 2020-12-31 24 24 24 Accolade ST Gain P 2020-01-01 2020-12-31 168 168 168 Adamas LT Gain P 2019-01-01 2020-12-31 77114 77114 77114 Adamas ST Gain P 2020-01-01 2020-12-31 4293 4293 4293 Adamas 1256 Loss P 2019-01-01 2020-12-31 2160 -2160 -2160 Adamas 1231 Gain P 2019-01-01 2020-12-31 20 20 20 ALJ LT Loss P 2019-01-01 2020-12-31 58418 -58418 -58418 Arrowstreet LT Gain P 2019-01-01 2020-12-31 170307 170307 170307 Arrowstreet ST Gain P 2020-01-01 2020-12-31 151430 151430 151430 Arrowstreet 1256 Gain P 2019-01-01 2020-12-31 1780 1780 1780 Blumberg Capital II LT Gain P 2019-01-01 2020-12-31 436295 436295 436295 Blumberg Capital III LT Gain P 2019-01-01 2020-12-31 42680 42680 42680 Blumberg Capital III ST Gain P 2020-01-01 2020-12-31 17747 17747 17747 Blumberg Capital IV LT Loss P 2019-01-01 2020-12-31 20246 -20246 -20246 Farallon LT Gain P 2019-01-01 2020-12-31 26354 26354 26354 Farallon ST Gain P 2020-01-01 2020-12-31 27904 27904 27904 Farallon 1256 Loss P 2019-01-01 2020-12-31 22439 -22439 -22439 Lone Cascade LT Gain P 2019-01-01 2020-12-31 155071 155071 155071 Lone Cascade ST Gain P 2020-01-01 2020-12-31 226205 226205 226205 Lone Cascade 1256 Loss P 2019-01-01 2020-12-31 828 -828 -828 Moonrise LT Gain P 2019-01-01 2020-12-31 13 13 13 Moonrise ST Gain P 2020-01-01 2020-12-31 53 53 53 Steel Canyon LT Loss P 2019-01-01 2020-12-31 1178 -1178 -1178 Steel Canyon ST Loss P 2020-01-01 2020-12-31 35844 -35844 -35844 TallWave LT Gain P 2019-01-01 2020-12-31 15495 15495 15495 Wellington LT Loss P 2019-01-01 2020-12-31 1911 -1911 -1911 Wellington ST Gain P 2020-01-01 2020-12-31 50122 50122 50122 Wellington 1256 Gain P 2019-01-01 2020-12-31 46162 46162 46162 Dover Gain Distribution P 2019-01-01 2020-12-31 3325 3325 3325 Davidson Kempner LT Gain P 2019-01-01 2020-12-31 22252 22252 22252 Davidson Kempner ST Gain P 2020-01-01 2020-12-31 116676 116676 116676 Davidson Kempner 1256 Gain P 2019-01-01 2020-12-31 6182 6182 6182 2200834 33785 33785 33785 83429 83429 X 49644 49644 false false false false false false false true true AZ true false false false false true steeleaz.org BOSS Advisors 6026994829 4824 E Baseline Rd Ste 101 Mesa AZ 85206 false false false false true false false false false false false false false false false false false false false false false false DANIEL CRACCHIOLO PO BOX 1112 PHOENIX AZ 85001 Chairman 0.10 0 MARIANNE CRACCHIOLO MAGO PO BOX 1112 PHOENIX AZ 85001 President 40.00 413992 22510 ANDY ABRAHAM PO BOX 1112 PHOENIX AZ 85001 Director 1.50 0 W BRYANT STOOKS PO BOX 1112 PHOENIX AZ 85001 Director 1.50 0 ANDY CRACCHIOLO PO BOX 1112 PHOENIX AZ 85001 Director 0.10 0 DIANE MOON PO BOX 1112 PHOENIX AZ 85001 EXEC. ASST. 40.00 80000 9406 CAMBRIDGE ASSOCIATES 125 HIGH STREET BOSTON MA 02110 INVESTMENT ADVISORY SVCS 218750 BOSS ADVISORS 4824 E BASELINE RD STE 101 MESA AZ 85206 ACCOUNTING 74596 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 2020, the scholarship program helped three students with their college expenses, providing support totaling $34,300. 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. 34300 2900794 1383038 76559375 80843207 0 80843207 1212648 79630559 3981528 3981528 33785 33785 3947743 3947743 3947743 3589663 3589663 3589663 3947743 333732 160950 494682 3589663 0 3589663 358080 358080 136602 0 136602 136602 X A New Leaf 858 E University Dr Mesa AZ 85203 None PC COVID 19 Support- Phoenix Day Preschool 50000 ACT ONE FOUNDATION 910 EAST OSBORN RD STE C PHOENIX AZ 85014 NONE PC General Operating Support 50000 ALL SAINT'S EPISCOPAL DAY SCHOOL 6300 N Central Ave Phoenix AZ 85012 None PC Capital Campaign 250000 ARIZONA COMMUNITY FOUNDATION 2201 EAST CAMELBACK RD STE 405B PHOENIX AZ 85016 NONE PC Summer Youth Program 25000 ARIZONA COMMUNITY FOUNDATION 2201 EAST CAMELBACK RD STE 405B PHOENIX AZ 85016 NONE PC 2020 Arizona Together for Impact Fund 10000 ARIZONA COMMUNITY FOUNDATION 2201 EAST CAMELBACK RD STE 405B PHOENIX AZ 85016 NONE PC COVID-19 Emergency Fund 100000 ARIZONA FRIENDS OF FOSTER CARE 360 E Coronado Rd 190 Phoenix AZ 85004 None PC COVID 19 Support 10000 ARIZONA HELPING HANDS INC 3110 E THUNDERBIRD RD PHOENIX AZ 85032 NONE PC COVID 19 Support 10000 ARIZONA SCIENCE CENTER 600 E Washington St Phoenix AZ 85004 None PC Grand Canyon Free Student Admission Endowment 250000 ASU FOUNDATION PO BOX 2260 TEMPE AZ 85280 NONE PC Arizona PBS /At Home Learning 25000 ASU FOUNDATION PO BOX 2260 TEMPE AZ 85280 NONE PC Daniel Cracchiolo Chair in Civil and Criminal Law 200000 BARROW NEUROLOGICAL FOUNDATION 350 WEST THOMAS RD PHOENIX AZ 85013 NONE PC Grant- Women's Board 2021 Grand Ball 25000 BOYS GIRLS CLUB OF THE VALLEY 4309 E BELLEVIEW ST BLDG 14 PHOENIX AZ 85008 NONE PC COVID 19 Support 75000 BOYS HOPE GIRLS HOPE 3443 N Central Ave Arcade 7 Phoenix AZ 85004 None PC COVID 19 Student Family Support 10000 BROPHY COLLEGE PREPARATORY 4701 NORTH CENTRAL AVENUE PHOENIX AZ 85012 NONE PC Brophy Generations Endowment Fund 250000 CENTRAL ARIZONA SHELTER SERVICES 230 S 12th Ave Phoenix AZ 85007 None PC COVID 19 Project Haven 50000 CHALLENGE FOUNDATION 6300 N Central Ave Phoenix AZ 85012 None PC COVID 19 Family Support Funds 20000 CHILDREN'S ACTION ALLIANCE 4001 N 3rd St Ste 160 Phoenix AZ 85013 NONE PC COVID 19 Support 10000 CHILDREN'S MUSEUM OF PHOENIX 215 N 7th St Phoenix AZ 85034 NONE PC Adventure Play - COVID Funding 60000 CHILDSPLAY 990 SOUTH MITCHELL DRIVE TEMPE AZ 85281 NONE PC Storybook Preview 30000 CHILDSPLAY 990 SOUTH MITCHELL DRIVE TEMPE AZ 85281 NONE PC Virtual Field Trips COVID Funding 40000 COCHISE COLLEGE 4190 WEST STATE HIGHWAY 80 DOUGLAS AZ 85607 NONE PC Andrea Cracchiolo Library Fund 25000 COLLEGE SUCCESS ARIZONA 4040 EAST CAMELBACK ROAD STE 220 PHOENIX AZ 85018 None PC St. John Vianney Scholarship Program 15000 COMMUNITY FOOD BANK OF SOUTHERN ARI 3003 S Country Club Rd Tucson AZ 85713 None PC COVID 19 Support 70000 DIGITAL CITIZENS ACADEMY FOUNDATION 8757 E Bell Rd Scottsdale AZ 85260 None PC Planning Grant for School Based Expansion 25000 FAMILY PROMISE 7221 E BELLEVIEW STREET PHOENIX AZ 85257 NONE PC COVID 19 Support Funds 10000 FLORENCE IMMIGRANT REFUGEE RIGHTS PO BOX 86299 TUCSON AZ 85754 NONE PC Legal/Social Svc. for Families & Separated Children 139971 FREE ARTS FOR ABUSED CHILDREN 352 E CAMELBACK RD STE 101 PHOENIX AZ 85012 NONE PC Building Purchase & Renovation Campaign 100000 KINO BORDER INITIATIVE 81 N Terrace Ave Nogales AZ 85621 None PC COVID 19 Support 10000 MAGGIE'S PLACE 4001 N 30th St Phoenix AZ 85016 None PC COVID 19 The Support Strong Children Program 10000 MAKE WAY FOR BOOKS 700 N STONE AVENUE TUCSON AZ 85705 NONE PC Digital Learning Project: COVID Funding 50000 NEIGHBORHOOD MINISTRIES 1918 W Van Buren St Phoenix AZ 85009 None PC COVID 19 Support Neighbors at Work/Discretionary 50000 NOURISH PHX 501 s 9th ave phoenix AZ 85007 None PC COVID 19 Support 25000 PARADISE VALLEY UNITED METHODIST 4455 LINCOLN DR PARADISE VALLEY AZ 85253 none PC GENERAL SUPPORT [BOARD MEMBER DIRECTED CONTRIBUTION] 15000 SAVE THE FAMILY 125 E UNIVERSITY DRIVE MESA AZ 85201 NONE PC COVID 19 Support Relief Fund 25000 SOUTHWEST HUMAN DEVELOPMENT 2850 N 24th St Phoenix AZ 85008 None PC covid 19 support 35000 ST JOHN VIANNEY CATHOLIC CHURCH 639 LA PASADA BLVD GOODYEAR AZ 85338 NONE PC Steele/St. John Vianney Scholarship Fund 57000 ST MARY'S FOOD BANK 2831 N 31ST AVENUE PHOENIX AZ 85002 NONE PC COVID 19 SUPPORT 20000 ST VINCENT DE PAUL 420 W Watkins Rd PHOENIX AZ 85003 NONE PC TURKEY TUESDAY 15000 ST VINCENT DE PAUL PO BOX 13600 PHOENIX AZ 85002 NONE PC COVID 19 FAMILY EVICTION PREVENTION PROGRAM 50000 SUPPORT MY CLUB 5070 N 40TH STREET STE 110 PHOENIX AZ 85018 None PC GENERAL SUPPORT - BOARD DESIGNATION 10000 TEACH FOR AMERICA 3030 N CENTRAL AVENUE STE 100 PHOENIX AZ 85012 NONE PC SUMMER INSTITUTE 100000 TEMPLE SOLEI 6805 E McDonald Dr Paradise Valley AZ 85253 None PC preschool program/covid 19 support 25000 THE SALVATION ARMY 4650 N 65th St Scottsdale AZ 85251 None PC covid 19 support 20000 THE SALVATION ARMY 4650 N 65th St Scottsdale AZ 85251 None PC Christmas Angel Program 50000 THE UNITED FOOD BANK 245 S Nina Dr Mesa AZ 85210 None PC covid 19 support 70000 UMOM NEW DAY CENTERS INC 3333 E Van Buren St Phoenix AZ 85008 None PC covid 19 support 35000 UNIVERSITY OF ARIZONA FOUNDATION 1111 NORTH CHERRY AVENUE TUCSON AZ 85721 NONE PC PANDA'S "CHILDREN HELPING CHILDREN" FASHION SHOW 25000 VALLEY OF THE SUN YMCA 350 N 1st Ave Phoenix AZ 85003 None PC covid 19 support 10000 VISTA COLLEGE PREPARATORY 812 SOUTH 6TH AVENUE PHOENIX AZ 85003 NONE PC FINANCIAL CONSULTANT INTERIM CFO 135000 YEAR UP AZ 1245 E BUCKEYE RD PHOENIX AZ 85034 NONE PC PROGRAMMATIC SUPPORT 100000 YUMA COMMUNITY FOOD BANK 2404 E 24th St Yuma AZ 85265 None PC covid 19 support 70000 DC Scholar - Brandon 4131 N 36th St 1 Phoenix AZ 85018 None I Scholarship 8677 DC Scholar - Nelson 4131 N 36th St 1 Phoenix AZ 85018 None I Scholarship 6301 DC Scholar - Robert 4131 N 36th St 1 Phoenix AZ 85018 None I Scholarship 9707 DC Scholar - Sebastian 4131 N 36th St 1 Phoenix AZ 85018 None I Scholarship 9615 2981271 14 1426 14 467507 16 97486 525990 1390 18 2200837 Mortgage Loan Interest 14 91598 Partnership Income 525990 -7914 1 -58589 -6524 2800265 2793741 false false false false false false false false false false BOSS ADVISORS 74596 37298 0 37298 gail flinn, cpa 900 450 0 450 McAvoy Rule & Company 4277 4277 0 0 metz & associates 11500 5750 0 5750 Steele Building 2018-09-30 2762674 118571 SL 0.0256 70835 Land Improvements- ABCO 2018-09-30 189065 18913 SL 0.0667 12611 Building Improvements 2019-11-19 175010 562 SL 0.0256 4487 Mac Mini 2015-04-21 499 449 SL 0.1000 50 27 in iMac MCM 2015-09-30 2903 2613 SL 0.1000 290 Mac Laptop MCM 2018-01-17 1988 597 SL 0.2000 398 Printer 2018-01-17 3693 1108 SL 0.2000 739 Mac Computer 2018-02-14 3217 965 SL 0.2000 643 iPad MCM 2018-04-18 1364 409 SL 0.2000 273 Phone System 2018-04-18 1956 587 SL 0.2000 391 Computer LR 2018-06-20 1772 531 SL 0.2000 354 Lights 2018-09-30 2198 471 SL 0.1429 314 Cabinetry and Millwork 2018-09-30 63465 13602 SL 0.1429 9069 Kitchen Appliances 2018-09-30 6740 1444 SL 0.1429 963 Wooden Chest foyer 2018-10-24 4561 978 SL 0.1429 652 Medical Cabinet bathroom 2018-10-24 1466 314 SL 0.1429 209 Cole Steele File Cabinet 2018-10-24 1520 326 SL 0.1429 217 9 Section Black Bookcase 2018-10-24 1195 256 SL 0.1429 171 Desk MCM 2018-10-24 2268 486 SL 0.1429 324 Office Chairs LR 2018-11-28 2519 540 SL 0.1429 360 Artwork 2018-11-28 2159 463 SL 0.1429 309 Artwork 2018-12-11 6125 1313 SL 0.1429 875 White Desk, mirrors, planters 2018-12-11 7745 1660 SL 0.1429 1107 4 Drawer Desk foyer 2018-12-19 2473 530 SL 0.1429 353 Land Improvements 2019-03-21 13207 440 SL 0.0667 881 Building Improvements - Suite 1 2019-11-19 10223 33 SL 0.0256 262 EXXON MOBILE 90421 462612 CHEVRON 235412 1109251 Land 5294000 5294000 6407824 Vanguard Intermediate Term ETF AT COST 6907844 6954882 VANGUARD SHORT TERM INFLATION TIPS AT COST 1621039 1676355 ARTISAN GLOBAL VALUE FUND AT COST 2123069 2721611 CAUSEWAY EMERGING MARKETS FUND AT COST 882185 1107810 Bailey Gifford AT COST 250000 286485 Furniture and Fixtures 104434 37305 67129 Machinery and Equipment 17392 10397 6995 Buildings 2947907 190001 2757906 1550000 Improvements 202271 37595 164676 Land 443700 443700 Burch & Cracchiolo, P.A. 2834 2834 0 0 SECURITY DEPOSIT 150 150 150 Bank Charges 826 826 Dues & Subscriptions 8138 8138 Insurance 2929 2929 Meals 1700 1700 Office Expense 7897 7897 Office Supplies 5951 5951 Payroll Service Expense 552 552 Postage & Delivery 112 112 Real Estate Expenses 12139 12139 Rental Expenses 60020 60020 Repairs & Maintenance 1261 1261 Training 1600 1600 Mortgage Loan Interest 91598 91598 Partnership Income -66503 -58589 SECURITY DEPOSITS 5948 5948 Cambridge Management Fee 218750 218750 0 0 Duffy Consulting 1650 0 0 1650 Ewing Consulting 7500 0 0 7500 HAPI 1500 0 0 1500 TB Consulting 4800 0 0 4800 Wellington Management Fee 9208 9208 0 0 Federal UBI Tax 19959 Property Tax 42119 36764 5355