Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
The Steele Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)4131 N 36th St 1
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85018
A Employer identification number

95-3466880
B Telephone number (see instructions)

(602) 850-9804
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$89,716,940J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,968 4,968  
4 Dividends and interest from securities... 555,726 555,726  
5a Gross rents............ 198,388 198,388  
b Net rental income or (loss) 137,501
6a Net gain or (loss) from sale of assets not on line 10 2,157,432
b Gross sales price for all assets on line 6a 2,211,644
7 Capital gain net income (from Part IV, line 2)... 2,157,166
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-183,455 -165,510  
12 Total. Add lines 1 through 11........ 2,733,059 2,750,738  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 472,673 94,535   378,138
14 Other employee salaries and wages...... 423,051 84,500   338,551
15 Pension plans, employee benefits....... 154,091 16,198   137,893
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
620 496   124
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,555 12,003   8,552
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
328,366 227,766   100,600
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
44,944 13,547   7,623
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
108,247 76,048  
20 Occupancy.............. 14,552     14,552
21 Travel, conferences, and meetings....... 16,279 16,279    
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
146,426 65,405   81,020
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,729,804 606,777   1,067,053
25 Contributions, gifts, grants paid....... 3,586,920 3,586,920
26 Total expenses and disbursements. Add lines 24 and 25 5,316,724 606,777   4,653,973
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,583,665
b Net investment income (if negative, enter -0-) 2,143,961
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 71,370 17,800 17,820
2 Savings and temporary cash investments......... 1,485,234 773,678 773,678
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow       926,499
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 96,016 Click to see attachment
List of Attached Documents:
// Content
96,016 		1,047,605
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow4,674,000
Less: accumulated depreciation (attach schedule) right arrow   4,674,000 Click to see attachment
List of Attached Documents:
// Content
4,674,000 		7,320,000
12 Investments—mortgage loans............. 1,712,564 1,712,564 1,712,564
13 Investments—other (attach schedule).......... 56,336,538 Click to see attachment
List of Attached Documents:
// Content
54,847,609 		76,014,104
14 Land, buildings, and equipment: basis right arrow3,744,523
Less: accumulated depreciation (attach schedule) right arrow599,712 3,253,058 Click to see attachment
List of Attached Documents:
// Content
3,144,811 		1,904,520
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
150 		Click to see attachment
List of Attached Documents:
// Content
150 		Click to see attachment
List of Attached Documents:
// Content
150
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 67,628,930 65,266,628 89,716,940
Liabilities 17 Accounts payable and accrued expenses.......... 15,984 15,510
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,948 		Click to see attachment
List of Attached Documents:
// Content
5,949
23 Total liabilities (add lines 17 through 22)......... 21,932 21,459
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 67,606,998 65,245,169
29 Total net assets or fund balances (see instructions)..... 67,606,998 65,245,169
30 Total liabilities and net assets/fund balances (see instructions). 67,628,930 65,266,628
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
67,606,998
2
Enter amount from Part I, line 27a .....................
2
-2,583,665
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
221,836
4
Add lines 1, 2, and 3 ..........................
4
65,245,169
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
65,245,169
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Arrowstreet Sec 1256 Loss P 2023-01-01 2023-12-31
b Arrowstreet LT Gain P 2023-01-01 2023-12-31
c Arrowstreet ST Loss P 2023-01-01 2023-12-31
d Blumberg II LT Gain P 2023-01-01 2023-12-31
e Blumberg III LT Gain P 2023-01-01 2023-12-31
Blumberg IV ST Loss P 2023-01-01 2023-12-31
Blumberg IV LT Loss P 2023-01-01 2023-12-31
Davidson Kempne ST Loss P 2023-01-01 2023-12-31
Davidson Kempne LT Gain P 2023-01-01 2023-12-31
Davidson Kempne Sec 1256 Gain P 2023-01-01 2023-12-31
Farallon ST Gain P 2023-01-01 2023-12-31
Farallon LT Gain P 2023-01-01 2023-12-31
Farallon Sec 1256 Loss P 2023-01-01 2023-12-31
LL Mortgage ST Gain P 2023-01-01 2023-12-31
LL Mortgage LT Loss P 2023-01-01 2023-12-31
LL Mortgage Sec 1256 Gain P 2023-01-01 2023-12-31
Lone Cascade ST Gain P 2023-01-01 2023-12-31
Lone Cascade LT Gain P 2023-01-01 2023-12-31
Moonrise 2 ST Loss P 2023-01-01 2023-12-31
Moonrise 2 LT Gain P 2023-01-01 2023-12-31
Moonrise 3 ST Loss P 2023-01-01 2023-12-31
Moonrise 3 LT Loss P 2023-01-01 2023-12-31
Wellington ST Loss P 2023-01-01 2023-12-31
Wellington LT Gain P 2023-01-01 2023-12-31
Wellington Sec 1256 Loss P 2023-01-01 2023-12-31
Wellington 2 ST Gain P 2023-01-01 2023-12-31
Wellington 2 LT Gain P 2023-01-01 2023-12-31
Marina Coves Loss P 2023-01-01 2023-12-31
Accolade ST Gain P 2023-01-01 2023-12-31
Accolade LT Gain P 2023-01-01 2023-12-31
Accolade Real Estate Loss P 2023-01-01 2023-12-31
Accolade 2 LT Loss P 2023-01-01 2023-12-31
Accolade 2 Real Estate Gain P 2023-01-01 2023-12-31
Accolade 2 ST Loss P 2023-01-01 2023-12-31
Kline Hill Gain P 2023-01-01 2023-12-31
Redwheel LT Gain P 2023-01-01 2023-12-31
Causeway Loss P 2023-01-01 2023-12-31
Publicly Traded Securities P 2023-01-01 2023-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 13,184     -13,184
b 57,544     57,544
c 24,168     -24,168
d 109,713     109,713
e 17,656     17,656
15,334     -15,334
12,325     -12,325
15,103     -15,103
4,359     4,359
71     71
11,031     11,031
19,967     19,967
1,169     -1,169
4,914     4,914
18,480     -18,480
5,575     5,575
110,395     110,395
143,586     143,586
5     -5
16,150     16,150
32     -32
1,220     -1,220
998     -998
133     133
6,443     -6,443
4,611     4,611
67,973     67,973
24,904     -24,904
360     360
5,791     5,791
7     -7
14     -14
14     14
708     -708
90,829     90,829
1,050,410     1,050,410
151,679     -151,679
776,069   54,212 721,857
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -13,184
b       57,544
c       -24,168
d       109,713
e       17,656
      -15,334
      -12,325
      -15,103
      4,359
      71
      11,031
      19,967
      -1,169
      4,914
      -18,480
      5,575
      110,395
      143,586
      -5
      16,150
      -32
      -1,220
      -998
      133
      -6,443
      4,611
      67,973
      -24,904
      360
      5,791
      -7
      -14
      14
      -708
      90,829
      1,050,410
      -151,679
      721,857
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,157,166
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 29,801
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 29,801
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 29,801
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 50,313
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 50,313
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 20,512
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow20,512 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAZ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowwww.steeleaz.org
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (602) 850-9804

Located atright arrow4131 N 36th StPHOENIXAZ ZIP+4right arrow85018
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Marianne Cracchiolo Mago President
40.00 		472,673 47,089  
4131 N 36th Street 1
phoenix,AZ85018
Andy Abraham Secretary
1.00 		0    
4131 N 36th Street 1
phoenix,AZ85018
Andy Cracchiolo Director
1.00 		0    
4131 N 36th Street 1
phoenix,AZ85018
Jeff Fishman Director
1.00 		0    
4131 N 36th Street 1
Phoenix,AZ85018
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
Holly Tullis Finance Director
40.00 		169,000 6,745  
4131 N 36th Street 1
Phoenix,AZ85018
Amber Skalsky Program Manager
40.00 		169,000 34,159  
4131 N 36th Street 1
Phoenix,AZ85018
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
Cambridge Associates Investment Advisory SVCS 218,750
125 High Street
Boston,MA02110
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 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. 34,290
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,122,250
b
Average of monthly cash balances.......................
1b
2,732,222
c
Fair market value of all other assets (see instructions)................
1c
86,229,201
d
Total (add lines 1a, b, and c).........................
1d
90,083,673
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
90,083,673
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,351,255
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
88,732,418
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,436,621
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,436,621
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
29,801
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
29,801
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,406,820
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
4,406,820
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,406,820
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
4,653,973
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,653,973
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,406,820
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 136,602
b From 2019......  
c From 2020......  
d From 2021...... 53,944
e From 2022...... 667,184
f Total of lines 3a through e ........ 857,730
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,653,973
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 4,406,820
e Remaining amount distributed out of corpus 247,153
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,104,883
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		136,602
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		968,281
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 53,944
d Excess from 2022.... 667,184
e Excess from 2023.... 247,153
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
Arizona Science Center


600 E Washington St
Phoenix,AZ85004 		NONE PC Chevy Humphrey 3rd Grade Scholarships 250,000
ASU Foundation


PO Box 2260
Tempe,AZ85280 		NONE PC Daniel Cracchiolo Chair in Civil & Criminal Law 100,000
Barrow Neurological Foundation


350 West Thomas Rd
Phoenix,AZ85013 		NONE PC DC/PG Fellowship Endowment 500,000
Camp Stone Scholarship Fund


2437 S Green Road
Beachwood,OH44122 		NONE PC Scholarship Fund 5,000
Childsplay


990 South Mitchell Drive
Tempe,AZ85281 		NONE PC Storybook Preview Performances 30,000
Heard Museum


2301 N Central Avenue
Phoenix,AZ85004 		NONE PC Family and Youth Engagement Project 100,000
Literacy Connects


200 E Yavapai Road
Tucson,AZ85705 		NONE PC Capacity Bldg Reading Seed Program 75,000
Mesa Arts Center Foundation


1 East Main Street
Mesa,AZ85201 		NONE PC Project Literacy 52,578
Sharsheret


1086 Teaneck Rd
Teaneck,NJ07666 		NONE PC General Support 5,000
Support My Club


5070 North 40th Street Ste 110
Phoenix,AZ85018 		NONE PC General Support 2,500
The Salvation Army


4650 North 65th Street
Scottsdale,AZ85251 		NONE PC Christmas Angel Program 25,000
University of Arizona Foundation


1111 North Cherry Avenue
Tucson,AZ85721 		NONE PC The DC Institute 2,000,000
DC Scholar - Bryan


4131 North 36th Street Ste 1
Phoenix,AZ85018 		NONE I Scholarship 7,228
DC Scholar - Charlie


4131 North 36th Street Ste 1
Phoenix,AZ85018 		NONE I Scholarship 7,380
DC Scholar - Daniel


4131 North 36th Street Ste 1
Phoenix,AZ85018 		NONE I Scholarship 10,037
DC Scholar - Sergio


4131 North 36th Street Ste 1
Phoenix,AZ85018 		NONE I Scholarship 9,645
Arizona Jewish Historical Society


122 E Culver St
Phoenix,AZ85004 		NONE PC Hilton Holocaust Education Center 12,500
Blue Watermelon Project Inc


1834 E Willetta St
Phoenix,AZ85006 		NONE PC Colabl Coaching Sessions 3,500
Education Forward Arizona


4747 N 32nd Street Suite 150
Phoenix,AZ85018 		NONE PC Scholarship Funding 4,000
Support My Club


5070 North 40th Street Ste 110
Phoenix,AZ85018 		None PC General Support 10,000
Jewish National Fund


78 Randall Ave
Rockville Center,NY11570 		None PC General Support 18,000
Blue Watermelon Project


6106 S 32nd St
Phoenix,AZ85042 		None PC General Support 37,052
College Vista Preparatory Inc


812 S 6th Ave
Phoenix,AZ85003 		None PC Books, shelving, seating 5,000
Read On Arizona


1202 E Missouri Ave
Phoenix,AZ85014 		None PC General Support 250,000
Temple Solel


6805 E McDonald Dr
Paradise Valley,AZ85253 		None PC Preschool scholarship fund 12,500
American Friends of NATAL Inc


1120 6th Ave 4th Floor
New York,NY10036 		None PC General Support 5,000
BainBridge Island Parks and Trails


221 Winslow Way West Ste 104
Bainbridge Island,WA98110 		None PC General Support 5,000
Shalhevet High School


910 S Fairfax Ave
Los Angeles,CA90036 		None PC Trip Scholarship 5,000
St Francis Xavier School


4715 N Central Ave
Phoenix,AZ85012 		None PC General Support 10,000
Cardozo School of Law


55 5th Ave
New York,NY10003 		None   General Support 5,000
Nourish Phoenix


501 S 9th Ave
Phoenix,AZ85007 		None PC Program Director Salary 25,000
Total .................................right arrow 3a 3,586,920
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 4,968  
4 Dividends and interest from securities ....     14 555,726  
5 Net rental income or (loss) from real estate:
aDebt-financed property......     16 198,388  
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		525990 266 18 2,157,166  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMortgage Loan Interest 		    14 127,458  
bPartnership Income 525990 -17,945 1 -292,968  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -17,679 2,750,738  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,733,059
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017518
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
The Steele Foundation Inc
EIN:
95-3466880
Software ID:
23017518
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Archibald Advisory 14,750 7,375 0 7,375
BOSS Advisors 55 28 0 27
Metz & Assoc 5,750 4,600 0 1,150

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
The Steele Foundation Inc
EIN:
95-3466880
Software ID:
23017518
Software Version:
2023v5.1
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
Steele Building 2018-09-30 2,762,674 331,076 SL 2.56 % 70,835 56,668    
Land Improvements- ABCO 2018-09-30 189,065 56,746 SL 6.67 % 12,611 10,089    
Building Improvements 2019-11-19 175,010 14,023 SL 2.56 % 4,487 3,590    
Mac Laptop MCM 2018-01-17 1,988 1,791 SL 10.00 % 197 39    
Printer 2018-01-17 3,693 3,325 SL 10.00 % 368 74    
Mac Computer 2018-02-14 3,217 2,894 SL 10.00 % 323 65    
iPad MCM 2018-04-18 1,364 1,228 SL 10.00 % 136 27    
Phone System 2018-04-18 1,956 1,760 SL 10.00 % 196 39    
Computer LR 2018-06-20 1,772 1,593 SL 10.00 % 179 36    
Lights 2018-09-30 2,198 1,413 SL 14.28 % 314 63    
Cabinetry and Millwork 2018-09-30 63,465 40,803 SL 14.28 % 9,063 1,813    
Kitchen Appliances 2018-09-30 6,740 4,332 SL 14.28 % 962 192    
Wooden Chest foyer 2018-10-24 4,561 2,933 SL 14.28 % 651 130    
Medical Cabinet bathroom 2018-10-24 1,466 941 SL 14.28 % 209 42    
Cole Steele File Cabinet 2018-10-24 1,520 977 SL 14.28 % 217 43    
9 Section Black Bookcase 2018-10-24 1,195 769 SL 14.28 % 171 34    
Desk MCM 2018-10-24 2,268 1,458 SL 14.28 % 324 65    
Office Chairs LR 2018-11-28 2,519 1,620 SL 14.28 % 360 72    
Artwork 2018-11-28 2,159 1,389 SL 14.28 % 308 62    
Artwork 2018-12-11 6,125 3,938 SL 14.28 % 875 175    
White Desk, mirrors, planters 2018-12-11 7,745 4,980 SL 14.28 % 1,106 221    
4 Drawer Desk foyer 2018-12-19 2,473 1,589 SL 14.28 % 353 71    
Land Improvements 2019-03-21 13,207 3,083 SL 6.67 % 881 705    
Building Improvements - Suite 1 2019-11-19 10,223 819 SL 2.56 % 262 210    
2021 Building Improvements 2021-06-30 3,425 136 SL 2.56 % 88 70    
2021 Office Equipment 2021-06-30 5,795 1,739 SL 20.00 % 1,159 927    
Dell Computer 2022-02-16 3,720 372 SL 20.00 % 744 149    
GHA Computer 2022-06-28 2,646 265 SL 20.00 % 529 106    
Sound Paneling 2022-10-04 13,232 71 SL 2.56 % 339 271    

TY 2023 InvestmentsCorpStockSchedule
Name:
The Steele Foundation Inc
EIN:
95-3466880
Software ID:
23017518
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
EXXON MOBILE 20,835 258,548
CHEVRON 75,181 789,056

TY 2023 InvestmentsLandSchedule2
Name:
The Steele Foundation Inc
EIN:
95-3466880
Software ID:
23017518
Software Version:
2023v5.1
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Land 4,674,000   4,674,000 7,320,000

TY 2023 InvestmentsOtherSchedule2
Name:
The Steele Foundation Inc
EIN:
95-3466880
Software ID:
23017518
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Vanguard Intermediate Term ETF AT COST 9,268,849 8,198,986
VANGUARD SHORT TERM INFLATION TIPS AT COST 2,120,384 2,054,944
ARTISAN GLOBAL VALUE FUND AT COST 3,145,756 4,025,999
CAUSEWAY EMERGING MARKETS FUND AT COST    
Baillie Gifford AT COST 1,750,000 1,723,932
PIMCO Income Instl AT COST 1,340,848 1,360,379

TY 2023 LandEtcSchedule2
Name:
The Steele Foundation Inc
EIN:
95-3466880
Software ID:
23017518
Software Version:
2023v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Furniture and Fixtures 104,434 82,055 22,379 114,226
Machinery and Equipment 23,758 19,302 4,456 23,187
Buildings 2,762,674 401,911 2,360,763 1,670,000
Improvements 409,957 96,444 313,513 97,107
Land 443,700   443,700  


TY 2023 LegalFeesSchedule
Name:
The Steele Foundation Inc
EIN:
95-3466880
Software ID:
23017518
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Burch and Cracchiolo 620 496 0 124


TY 2023 OtherAssetsSchedule
Name:
The Steele Foundation Inc
EIN:
95-3466880
Software ID:
23017518
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Security Deposit 150 150 150


TY 2023 OtherExpensesSchedule
Name:
The Steele Foundation Inc
EIN:
95-3466880
Software ID:
23017518
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank Charges 316 316    
Dues 24,036     24,036
Insurance 5,178 1,036   4,142
Meals 13,083     13,083
Office Supplies 2,763     2,763
Other Expenses 31,633     31,633
Payroll Service 1,317 263   1,053
Postage 301     301
Real Estate Expenses 2,903 2,903    
Rental Expenses 60,887 60,887    
Repairs 802     802
Training 3,207     3,207


TY 2023 OtherIncomeSchedule2
Name:
The Steele Foundation Inc
EIN:
95-3466880
Software ID:
23017518
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Mortgage Loan Interest 127,458 127,458  
Partnership Income -310,913 -292,968  


TY 2023 OtherIncreasesSchedule
Name:
The Steele Foundation Inc
EIN:
95-3466880
Software ID:
23017518
Software Version:
2023v5.1
Description Amount
Partnerships Basis Adjustment 221,836


TY 2023 OtherLiabilitiesSchedule
Name:
The Steele Foundation Inc
EIN:
95-3466880
Software ID:
23017518
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value
Security Deposits - Rental Prop 5,948 5,948
Rounding   1


TY 2023 OtherProfessionalFeesSchedule
Name:
The Steele Foundation Inc
EIN:
95-3466880
Software ID:
23017518
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Alloy Systems 2,500 0 0 2,500
Arizona State University 34,400 0 0 34,400
Blackbaud, Inc 245 0 0 245
Eric Van Meter 3,333 0 0 3,333
Greer Method 44,500 0 0 44,500
MGKS 1,800 0 0 1,800
Norberg Inc 11,200 0 0 11,200
Skyhook 160 0 0 160
Southwest Agricultural Services 5,400 5,400 0 0
Ubiquity 3,078 616 0 2,462
Valbridge Property Advisors 3,000 3,000 0 0
Wellington 218,750 218,750 0 0


TY 2023 TaxesSchedule
Name:
The Steele Foundation Inc
EIN:
95-3466880
Software ID:
23017518
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise Tax 29,774      
Property Tax 21,170 13,547   7,623
UBI Tax 6,000