STEPHEN AND LYNNE DOYLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN AND LYNNE DOYLE FOUNDATION (EIN 20-2063200)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202413189349103846
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T18:14:08-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823569528 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES C HARLAN III CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1672 MAIN ST SUITE E250 | AddressLine1Txt |
| City | RAMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202063200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEPHEN AND LYNNE DOYLE FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 6195647456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 80605 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921380605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN DOYLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6195647456 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES C HARLAN III | PreparerPersonNm |
| PTIN | P00570269 | PTIN |
| Phone | 6199906900 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,331,866 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21,528 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,528 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,748 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,748 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$454,197 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $302,493 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $949 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $949 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$407,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,225 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,373 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,373 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $53 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $53 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,422 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,232 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,173 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,658 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $221,143 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $221,143 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $283,316 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,658 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $221,143 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$691,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $218,025 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,816 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,816 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,057,289 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,522,958 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,247,048 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,275,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,607,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,331,866 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,750 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,750 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,275,314 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,584,026 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,275,314 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,584,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,275,314 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,607,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,275,314 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$691,288 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,584,026 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,584,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| TD AMERITRADE - LONG TERM | 2020-01-01 | 2023-07-05 | $22,164 | $25,091 | -$2,927 | -$2,927 | |
| SCHWAB - LONG TERM | 2020-01-01 | 2023-12-07 | $61,044 | $7,605 | $53,439 | $53,439 | |
| AON PLC | 2020-01-01 | 2023-08-07 | $3,517 | $2,303 | $1,214 | $1,214 | |
| OLD DOMINION FREIGHT LINE INC | 2020-01-01 | 2023-08-07 | $10,352 | $5,540 | $4,812 | $4,812 | |
| US TREASURY NOTES | 2020-01-01 | 1953-08-15 | $54,065 | $54,830 | -$765 | -$765 | |
| BLACKROCK ULTRA ST BOND ETF | 2023-01-01 | 2023-02-03 | $150,126 | $150,108 | $18 | $18 | |
| VERALTO CORPORATION | 2020-01-01 | 2023-10-13 | $48 | $18 | $30 | $30 | |
| VERALTO CORPORATION | 2020-01-01 | 2023-10-19 | $1,177 | $704 | $473 | $473 | |
| ALETHEA BIOTECH FUND II LP K-1 | 2017-06-01 | 2023-12-31 | $510,491 | -$510,491 | -$510,491 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$454,197 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,350 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,350 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,350 | OverpaymentAmt |
| Applied To ES Tax | $1,350 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN DOYLE | IndividualWithBooksNm |
| Phone | 6195647456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3311 HARBOR VIEW DRIVE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN DOYLE | ||||||||
| 3311 HARBOR VIEW DRIVE | SAN DIEGO | CA | 92106 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| LYNNE DOYLE | ||||||||
| 3311 HARBOR VIEW DRIVE | SAN DIEGO | CA | 92106 | SECRETARY & CFO | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION WAS FORMED IN ORDER TO MAKE DONATIONS TO OTHER FEDERALLY TAX-EXEMPT SECTION 501(C)(3) ORGANIZATIONS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,096,864 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $185,099 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,281,963 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,281,963 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,229 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,217,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $210,887 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $210,887 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $210,887 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $210,887 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $210,887 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $221,143 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $221,143 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $210,887 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,680 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $21,744 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $24,424 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $221,143 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $210,887 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,256 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,680 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,680 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $21,744 | ExcessFromYear3Amt |
| Excess From Current Year | $10,256 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN DOYLE | ContributingManagerNm |
| Contributing Manager | LYNNE DOYLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CAMPANILE FOUNDATION | ||||||
| 5500 CAMPANILLE DR | SAN DIEGO | CA | 92182 | PC | MANAGES SDSU FOUNDATION FUNDS | $100,000 |
| CASA OF HARRISON & STONE COUNTIES | ||||||
| 47 MAPLES DRIVE | GULFPORT | MS | 39507 | PC | ASSISTANCE FOR ABUSED AND NEGLECTED CHILDREN | $5,000 |
| FATHER JOE'S VILLAGE | ||||||
| 3350 E ST | SAN DIEGO | CA | 92102 | PC | TO PREVENT AND END HOMELESSNESS | $5,000 |
| HOME OF GUIDING HANDS | ||||||
| 1825 GILLESPIE WAY STE 200 | EL CAJON | CA | 92020 | PC | TRAINING AND ADVOCACY FOR PEOPLE WITH DEVELOPMENT PROBLEMS | $5,000 |
| JUST IN TIME FOR FOSTER YOUTH | ||||||
| PO BOX 81292 | SAN DIEGO | CA | 92138 | PC | TO PROVIDE SUPPORT FOR FOSTER CAR CHILDREN | $5,500 |
| PATRONS OF THE PRADO | ||||||
| PO BOX 928530 | SAN DIEGO | CA | 92192 | PC | TO HELP EMPOWER AND SUSTAIN THE ARTS IN SAN DIEGO THROUGH LASTING LEGACY OF CULTURAL ENRICHMENT | $5,000 |
| POINT LOMA ASSOCIATION | ||||||
| PO BOX 60212 | SAN DIEGO | CA | 921660212 | PC | IMPROVE THE QUALITY OF LIFE IN THE POINT LOMA COMMUNITY OF SAN DIEGO THROUGH BEAUTIFICATION, EDUCATION, CHARITABLE ACTIVITIES, AND CIVIC COLLABORATION. | $1,000 |
| PROMISES TO KIDS | ||||||
| 9400 RUFFIN COURT STE A | SAN DIEGO | CA | 92123 | PC | TO CREATE A BRIGHTER FUTURE FOR FOSTER CHILDREN | $12,500 |
| SALVATION ARMY | ||||||
| 727 E ST | SAN DIEGO | CA | 92101 | PC | TO MEET HUMAN NEEDS WHEREVER, WHENEVER AND HOWEVER | $10,000 |
| SAN DIEGO AUTOMOTIVE MUSEUM | ||||||
| 2080 PAM AMERICAN PLAZA 12 | SAN DIEGO | CA | 92101 | PC | FUNDING TO SUPPORT ORGANIZATION'S MISSION OF EDUCATION OF THE HISTORY OF THE AUTOMOBILE. | $6,200 |
| SAN DIEGO FOOD BANK | ||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | PC | TO PROVIDE NUTRITIOUS FOOD TO PEOPLE IN NEED | $10,000 |
| SAN DIEGO HUMANE SOCIETY | ||||||
| 5500 GAINES ST | SAN DIEGO | CA | 92110 | PC | ANIMAL SHELTER TO END ANIMAL SUFFERING AND PREVENTION OF ANIMAL HOMELESSNESS | $2,500 |
| SAN DIEGO MUSEUM OF ART | ||||||
| 1450 EL PRADO | SAN DIEGO | CA | 92101 | PC | SUPPORT AND PRESERVATION OF ARTWORK | $6,000 |
| SAN DIEGO POLICE FOUNDATION | ||||||
| 444 W BEECH ST STE 250 | SAN DIEGO | CA | 92101 | PC | TO SUPPORT AND FINANCIALLY ASSIST THE SAN DIEGO POLICE DEPARTMENT | $1,553 |
| SHARP HEALTH CARE FOUNDATION | ||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | PC | TO ENHANCE THE CURRENT AND FUTURE HEALTH CARE NEEDS OF SAN DIEGANS THROUGH SUPPORT OF CRITICAL MEDICAL NEEDS | $5,500 |
| SUSAN G KOMEN FOUNDATION | ||||||
| 4699 MURPHY CANYON RD | SAN DIEGO | CA | 92123 | PC | BREAST CANCER RESEARCH AND PREVENTION | $500 |
| THE ARC OF SAN DIEGO | ||||||
| 3030 MARKET STREET | SAN DIEGO | CA | 92102 | PC | PROVIDE SERVICES TO CHILDREN AND ADULTS WITH DISABILITIES | $1,000 |
| USD BURNHAM-MOORES CENTER FOR REAL ESTATE | ||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | PC | TO CREATE PERSONALIZED EDUCATION AND CAREER SERVICES AND PROMOTE SOCIALLY RESPONSIBLE LEADERSHIP | $10,000 |
| USD SCHOOL OF LAW | ||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | PC | TO MAINTAIN THE STANDARD OF EDUCATIONAL EXCELLENCE | $5,000 |
| ZOOLOGICAL SOCIETY OF SAN DIEGO | ||||||
| 2920 ZOO DRIVE | SAN DIEGO | CA | 92101 | PC | ENDANGERED SPECIES PRESERVATION | $10,000 |
| CHALLENGED ATHLETES ORGANIZATION | ||||||
| 9591 WAPLES ST | SAN DIEGO | CA | 92121 | PC | TO PROVIDE OPPORTUNITIES AND SUPPORT TO PEOPLE WITH PHYSICAL DISABILITIES IN ORDER TO PURSUE ACTIVE LIFESTYLES THROUGH PHYSICAL FITNESS AND COMPETITIVE ATHLETICS. | $500 |
| CRISIS HOUSE | ||||||
| 9550 CUYAMACA STREET SUITE 101 | SANTEE | CA | 92071 | PC | TO PROVIDE HUMANITARIAN SERVICES TO THOSE IN CRISIS IN EAST SAN DIEGO COUNTY | $2,250 |
| SAN DIEGO FLEETWEEK FOUNDATION | ||||||
| 3639 MIDWAY DR B-429 | SAN DIEGO | CA | 92110 | PC | TO HONOR, CELEBRATE, AND THANK THE MEN AND WOMEN OF THE MILTARY THROUGH PUBLIC EVENTS AND ALLIANCES THAT INCREASE PUBLIC AWARENESS OF THE MILITARY TO THE SAN DIEGO REGION. | $2,700 |
| HABITAT FOR HUMANITY HAWAIIMAUI | ||||||
| 1162 LOWER MAIN STREET | WAILUKU | HI | 96793 | PC | TO BUILD DECENT HOUSING AND TO RENOVATE SUBSTANDARD HOUSING ON MAUI TO HELP ELIMINATE HOMELESSNESS | $1,000 |
| HELEN WOODWARD ANIMAL CENTER | ||||||
| 6461 EL APAJO | RANCHO SANTA FE | CA | 92067 | PC | TO PROVIDE EDUCATIONAL AND THERAPEUTIC PROGRAMS FOR PEOPLE, AS WELL AS HUMANE CARE AND ADOPTION FOR HOMELESS ANIMALS. | $500 |
| THE OPTIMIST CLUB OF SAN DIEGO | ||||||
| PO BOX 6141 | SAN DIEGO | CA | 92166 | PC | TO SUPPORT THE YOUTH OF OUR COMMUNITY THROUGH SUPPORT OF SCHOOLS AND ORGANIZATIONS THAT PROMOTE EXCELLENCE IN ATHLETICS, MUSIC, AND ACADEMICS. | $5,100 |
| PET NETWORK HUMANE SOCIETY | ||||||
| 401 VILLAGE BLVD | INCLINE VILLAGE | NV | 89451 | PC | TO ENABLE PETS AND PEOPLE TO CONNECT AND THRIVE THROUGH COMPASSIONATE CARE. | $350 |
| SPORTS 4 KIDS | ||||||
| 10121 CARROLL CANYON RD | SAN DIEGO | CA | 92131 | PC | TO PROVIDE OPPORTUNITIES FOR LOW-INCOME YOUTH AND HOMELESS KIDS TO PLAY SPORTS, BUILDING PHYSICAL AND SOCIAL SKILLS FOR A LIFETIME. | $1,000 |
| TOYS FOR TOTS | ||||||
| 9955 POMERADO RD | SAN DIEGO | CA | 92131 | PC | TO DISTRIBUTE TOYS TO ECONOMICALLY DISADVANTAGED CHILDREN AT CHRISTMAS. | $490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $221,143 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,528 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,748 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $949 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$454,197 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$407,972 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$407,972 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,325 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STOCK AND FIXED INCOME INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,522,958 | BookValueAmt |
| EOYFMV | $4,247,048 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US POSTAL SERVICE | $190 | $0 | $0 |
| ALETHEA MEDTECH FUND LP | $9,509 | $9,509 | $0 |
| ALETHEA FULCRUM FUND LP | $14,723 | $14,723 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENTS | Desc |
| Revenue And Expenses Per Books | $949 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $949 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $949 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $23,750 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE ADVISORY FEES | CategoryTxt |
| Amt | $33,373 | Amt |
| Net Investment Income | $33,373 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $53 | Amt |
| Net Investment Income | $53 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |