STEPHEN AND LYNNE DOYLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN AND LYNNE DOYLE FOUNDATION (EIN 20-2063200)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833209349100403
- Schema version
- 2017v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T21:15:42-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330294665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRK H RILEY ATTORNEY AT LAW | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1268 | AddressLine1Txt |
| City | LA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 919441268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 FOUNDATION | BusinessNameLine1Txt |
| 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 | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES C HARLAN III | PreparerPersonNm |
| PTIN | P00570269 | PTIN |
| Phone | 6193035040 | PhoneNum |
| Preparation | 2018-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.250.161.204 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 11:49:50 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8A4EB8BD264177A7B1074CA46F6641AD2C86477B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8A4EB8BD264177A7B1074CA46F6641AD2C86477B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,017,827 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $269,941 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23,221 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,221 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,870 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,666 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $225,019 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,268,486 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $225,019 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $588,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $315,906 | 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 | $7,837 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,455 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,455 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $948 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,954 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,840 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,295 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $248,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,295 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $339,857 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $248,611 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $213,114 | CashBOYAmt |
| Cash EOY | $278,920 | CashEOYAmt |
| Cash EOYFMV | $278,920 | CashEOYFMVAmt |
| Other Investments BOY | $3,246,966 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,396,244 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,738,907 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,460,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,675,164 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,017,827 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $3,460,080 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,675,164 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,460,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,675,164 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,460,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,675,164 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,460,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $339,857 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,799,937 | SubtotalAmt |
| Other Decreases | $124,773 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,675,164 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| TD AMERITRADE STATEMENT ATTACHED | $2,471,835 | $2,396,439 | $75,396 | $75,396 | |
| TD AMERITRADE STATEMENT ATTACHED | $148,920 | $150,789 | -$1,869 | -$1,869 | |
| CITY NATIONAL BANK - SHORT-TERM | $132,322 | $131,375 | $947 | $947 | |
| CITY NATIONAL BANK - LONG-TERM | $515,346 | $364,864 | $150,482 | $150,482 | |
| CAPITAL GAINS DIVIDENDS | $63 | $63 | $63 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $225,019 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $173,375 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,250,778 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053333 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $214,843 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,823,117 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056196 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $68,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,853,312 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.017647 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $58,125 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,841,398 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020456 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $74,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,216,252 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033390 | DistributionYr5Rt |
| Total Distribution | 0.181022 | TotalDistributionRt |
| Average Distribution | 0.036204 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,815,915 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $138,151 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,486 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $140,637 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $172,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,486 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,486 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,486 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $735 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,735 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $3,245 | OverpaymentAmt |
| Applied To ES Tax | $3,245 | 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 | 0 | BusinessHoldingsInd |
| 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 |
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 | $3,502,484 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $371,541 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,874,025 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,874,025 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,815,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $190,796 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $190,796 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,486 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,486 | TotalTaxAmt |
| Distributable Before Adj | $188,310 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $188,310 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $188,310 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $172,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,486 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $169,514 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $188,310 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $10,313 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,313 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $172,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $172,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,313 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,313 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,997 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JUST IN TIME FOR FOSTER YOUTH | ||||||
| PO BOX 81292 | SAN DIEGO | CA | 92138 | PC | TO PROVIDE SUPPORT FOR FOSTER CAR CHILDREN | $5,000 |
| CALIFORNIA HOMEBUILDING FOUNDATION (CIRB) | ||||||
| 1215 E ST STE 1201 | SACRAMENTO | CA | 95814 | PC | RESEARCH AND EDUCATION CENTER FOR CALIFORNIA HOMEBUILDERS | $3,500 |
| SALVATION ARMY | ||||||
| 727 E ST | SAN DIEGO | CA | 92101 | PC | TO MEET HUMAN NEEDS WHEREVER, WHENEVER AND HOWEVER | $1,000 |
| 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 | $15,000 |
| NEXSTAR LEGACY FOUNDATION | ||||||
| 101 5TH ST E 2100 | ST PAUL | MN | 55101 | PC | PROVIDES COMPREHENSIVE CAREER INFORMATION FOR THOSE PURSUING THE FIELD OF PHCE THROUGH GRANTS | $2,500 |
| DORIS A HOWELL FOUNDATION | ||||||
| 7514 GIRARD AVE STE 1 | LA JOLLA | CA | 92037 | PC | DEDICATED TO MAKING A LONG-TERM POSITIVE IMPACT ON WOMEN'S HEALTH | $125 |
| GIRL SCOUTS OF SAN DIEGO | ||||||
| 1231 UPAS ST | SAN DIEGO | CA | 92103 | PC | TO BUILD GIRLS COURAGE, CONFIDENCE AND CHARACTER MAKING THE WORLD A BETTER PLACE | $125 |
| PROMISES TO KIDS | ||||||
| 9400 RUFFIN COURT STE A | SAN DIEGO | CA | 92123 | PC | TO CREATE A BRIGHTER FUTURE FOR FOSTER CHILDREN | $2,500 |
| ST MADELINE SOPHIE'S CENTER | ||||||
| 2119 EAST MADISON AVE | EL CAJON | CA | 920191111 | PC | TO PROVIDE QUALITY SERVICES AND PROGRAMS FOR ADULTS WITH DEVELOPMENTAL DISABILITIES | $500 |
| 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 | $6,000 |
| USO SAN DIEGO | ||||||
| 303 A STREET STE 100 | SAN DIEGO | CA | 92101 | PC | TO PROVIDE MORAL AND SUPPORT SERVICES FOR ALL MILITARY FORCES AND THEIR FAMILIES | $5,000 |
| SHARP MARY BIRCH 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 | $1,000 |
| MEALS ON WHEELS | ||||||
| 1550 CRYSTAL DR STE 1004 | ARLINGTON | VA | 22202 | PC | TO EMPOWER LOCAL COMMUNITY PROGRAMS TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF SENIORS | $250 |
| TARIQ KHAMISA FOUNDATION | ||||||
| 9948 HIBERT ST STE 103 | SAN DIEGO | CA | 92131 | PC | TO EDUCATE AND INSPIRE CHILDREN IN THE RESTORATIVE PRINCIPLES OF ACCOUNTABILITY AND COMPASSION TO STOP TEEN VIOLENCE | $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 |
| POINT LOMA OPTIMISTS FOUNDATION | ||||||
| PO BOX 6141 | SAN DIEGO | CA | 92166 | PC | EDUCATION NEEDS OF CHILDREN | $1,000 |
| USD FOR VETERANS | ||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | PC | EDUCATION NEEDS FOR MILITARY AND VETERANS | $2,500 |
| USD SCHOOL OF LAW | ||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | PC | TO MAINTAIN THE STANDARD OF EDUCATIONAL EXCELLENCE | $50,000 |
| CAMPANILE FOUNDATION | ||||||
| 5500 CAMPANILLE DR | SAN DIEGO | CA | 92182 | PC | MANAGES SDSU FOUNDATION FUNDS | $25,000 |
| 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 | $5,000 |
| SECOND CHANCE FIELDS | ||||||
| PO BOX 9297 | SAN DIEGO | CA | 92169 | PC | DEDICATED TO SERVING THE COMMUNITY THROUGH SPORTS | $500 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 4950 MURPHY CANYON RD STE 250 | SAN DIEGO | CA | 92123 | PC | TO ELIMINATE DISEASE THROUGH RESEARCH | $5,000 |
| BLUE DEVILS PERFORMING ARTS | ||||||
| 4065 NELSON AVE | CONCORD | CA | 94520 | PC | YOUTH DEVELOPMENT THROUGH MUSIC AND PERFORMING ARTS | $2,500 |
| VOICES FOR CHILDREN | ||||||
| 2851 MEADOW LARK DR | SAN DIEGO | CA | 92123 | PC | TO TRANSFORM THE LIVES OF ABUSED CHILDREN BY PROVIDING THEM WITH SPECIAL ADVOCATES | $5,000 |
| RADY CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 3020 CHILDRENS WAY MC 5005 | SAN DIEGO | CA | 92123 | PC | TO HELP FUND LIFESAVING TECHNOLOGY AND RESEARCH FOR CHILDREN | $5,000 |
| SAN DIEGO HUMANE SOCIETY | ||||||
| 5500 GAINES ST | SAN DIEGO | CA | 92110 | PC | ANIMAL SHELTER TO END ANIMAL SUFFERING AND PREVENTION OF ANIMAL HOMELESSNESS | $1,000 |
| MAKI INTERNATIONAL | ||||||
| PO BOX 2301 | DEL MAR | CA | 92014 | PC | TO EMPOWER IMPOVERISHED WOMEN IN AYACUCHO ENTERPRISE | $1,000 |
| SAN DIEGO FOOD BANK | ||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | PC | TO PROVIDE NUTRITIOUS FOOD TO PEOPLE IN NEED | $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 | $5,000 |
| FATHER JOE'S VILLAGE | ||||||
| 3350 E ST | SAN DIEGO | CA | 92102 | PC | TO PREVENT AND END HOMELESSNESS | $5,000 |
| CHAMPIONS FOR YOUTH | ||||||
| 3255 WING ST | SAN DIEGO | CA | 92110 | PC | TO HELP AT-RISK YOUTH AND THEIR FAMILIES BECOME SELF-SUFFICIENT AND REACH THEIR HIGHEST POTENTIAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,000 | 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 | $23,221 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,870 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $225,019 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $318,110 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $318,110 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| STEPHEN LYNNE DOYLE | ||||||
| 1 | 3311 HARBOR VIEW DR | SAN DIEGO | CA | 92106 | $150,005 | Yes (X) |
| STEPHEN LYNNE DOYLE | ||||||
| 2 | 3311 HARBOR VIEW DR | SAN DIEGO | CA | 92106 | $107,647 | Yes (X) |
| STEPHEN LYNNE DOYLE | ||||||
| 3 | 3311 HARBOR VIEW DR | SAN DIEGO | CA | 92106 | $12,289 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLIC STOCK | $150,005 | 2017-01-03 |
| 2 | PUBLIC STOCK | $107,647 | 2017-11-15 |
| 3 | PUBLIC STOCK | $12,289 | 2017-11-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,837 | 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 | $3,396,244 | BookValueAmt |
| EOYFMV | $3,738,907 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN FROM CONTRIBUTION OF APPRECIATED PUBLIC STOCK | Desc |
| Amt | $124,773 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US POSTAL SERVICE | $64 | $0 | $0 |
| AG REGISTRY OF CHARITABLE TRUSTS | $50 | $0 | $0 |
| ALETHEA BIOTECH FUND LP | $28,791 | $28,791 | $0 |
| ALETHEA BIOTECH FUND II LP | $7,850 | $7,850 | $0 |
| ALETHEA MEDTECH FUND LP | $202 | $202 | $0 |
| OTHER | $1,997 | $1,997 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $28,455 | Amt |
| Net Investment Income | $28,455 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $10 | $0 | $0 |
| IRS TAXES | $640 | $0 | $0 |
| FOREIGN TAXES PAID | $298 | $0 | $0 |