STEPHEN AND LYNNE DOYLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN AND LYNNE DOYLE FOUNDATION (EIN 20-2063200)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-15
- IRS object ID
- 202533199349101308
- Schema version
- 2024v5.2
- 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 | 2025-11-15T14:07:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-14 | 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 | 2025-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,494,798 | 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 | $26,700 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,700 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,033 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,033 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,123 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $807,248 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,123 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,295 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,295 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $145,151 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,151 | 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 | $4,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,788 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,788 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,946 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,349 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,734 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $218,549 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $218,549 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $288,898 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,734 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $218,549 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$143,747 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,417 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $84,816 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,973 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,973 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,522,958 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,378,057 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,431,826 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,607,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,441,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,494,798 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $23,750 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $750 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $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 | $2,584,026 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,440,279 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,584,026 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,440,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,607,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,441,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,584,026 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$143,747 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,440,279 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,440,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BLACKSTONE INC | 2021-03-18 | 2024-09-20 | $15,908 | $7,610 | $8,298 | $8,298 |
| COMCAST CORP | 2020-01-01 | 2024-03-12 | $10,621 | $7,950 | $2,671 | $2,671 |
| DANAHER CORP | 2020-01-01 | 2024-03-12 | $12,730 | $5,467 | $7,263 | $7,263 |
| EDWARDS LIFESCIENCES CORP | 2020-01-01 | 2024-03-12 | $9,098 | $5,833 | $3,265 | $3,265 |
| GILEAD SCIENCES INC | 2020-01-01 | 2024-03-12 | $7,675 | $6,637 | $1,038 | $1,038 |
| SHERWIN WILLIAMS CO | 2020-01-01 | 2024-03-12 | $10,403 | $7,166 | $3,237 | $3,237 |
| TRANSUNION | 2020-01-01 | 2024-03-12 | $9,269 | $10,534 | -$1,265 | -$1,265 |
| SANTANDER UK PLC | 2020-01-01 | 2024-03-13 | $10,000 | $9,957 | $43 | $43 |
| ACCENTURE PLC | 2020-01-01 | 2024-05-16 | $13,884 | $8,037 | $5,847 | $5,847 |
| EQUINIX INC REIT | 2020-01-01 | 2024-05-16 | $7,874 | $5,194 | $2,680 | $2,680 |
| EXXON MOBIL CORP | 2020-01-01 | 2024-05-23 | $27 | $25 | $2 | $2 |
| US TREASURY NOTES | 2021-03-18 | 2024-09-20 | $19,195 | $19,891 | -$696 | -$696 |
| US TREASURY NOTES | 2020-01-01 | 2024-09-20 | $29,818 | $29,980 | -$162 | -$162 |
| GENERAL MILLS INC | 2020-01-01 | 2024-09-20 | $19,908 | $20,087 | -$179 | -$179 |
| KLA-TENCOR CORP | 2021-07-13 | 2024-09-20 | $4,997 | $5,000 | -$3 | -$3 |
| VERIZON COMM INC | 2021-01-20 | 2024-09-20 | $9,935 | $10,100 | -$165 | -$165 |
| CNR FIXED INCOME OPPORT | 2022-01-14 | 2024-09-27 | $6,404 | $7,280 | -$876 | -$876 |
| ADOBE INC | 2016-01-22 | 2024-12-09 | $2,758 | $447 | $2,311 | $2,311 |
| APPLE INC | 2016-01-06 | 2024-08-26 | $12,427 | $1,376 | $11,051 | $11,051 |
| CINTAS CORP | 2016-08-04 | 2024-12-09 | $4,621 | $586 | $4,035 | $4,035 |
| CME GROUP INC | 2016-12-16 | 2024-12-09 | $6,596 | $3,433 | $3,163 | $3,163 |
| HCA HEALTHCARE INC | 2021-01-25 | 2024-12-09 | $5,118 | $2,666 | $2,452 | $2,452 |
| MASTERCARD INC | 2014-05-15 | 2024-08-26 | $11,753 | $1,825 | $9,928 | $9,928 |
| MICROSOFT CORP | 2016-01-22 | 2024-08-26 | $16,546 | $2,085 | $14,461 | $14,461 |
| PEPSICO INC | 2016-12-16 | 2024-12-09 | $1,918 | $1,269 | $649 | $649 |
| ROPER TECHNOLOGIES INC | 2018-12-10 | 2024-12-09 | $3,294 | $1,708 | $1,586 | $1,586 |
| STARBUCKS CORP | 2021-01-25 | 2024-08-26 | $14,803 | $16,018 | -$1,215 | -$1,215 |
| TRANE TECHNOLOGIES PLC | 2017-04-05 | 2024-12-09 | $3,181 | $512 | $2,669 | $2,669 |
| UNITEDHEALTH GROUP INC | 2015-03-05 | 2024-12-09 | $4,395 | $918 | $3,477 | $3,477 |
| VISA INC | 2020-01-01 | 2024-08-26 | $13,450 | $4,168 | $9,282 | $9,282 |
| ASSERTIO HLDGS INC | 2020-01-01 | 2024-11-08 | $4,373 | $88,904 | -$84,531 | -$84,531 |
| AVIDITY BIOSCIENCES INC | 2020-01-01 | 2024-03-14 | $25,270 | $221 | $25,049 | $25,049 |
| AVIDITY BIOSCIENCES INC | 2020-01-01 | 2024-05-22 | $15,252 | $99 | $15,153 | $15,153 |
| AVIDITY BIOSCIENCES INC | 2020-01-01 | 2024-06-13 | $18,262 | $100 | $18,162 | $18,162 |
| AVIDITY BIOSCIENCES INC | 2020-01-01 | 2024-06-14 | $20,356 | $99 | $20,257 | $20,257 |
| AVIDITY BIOSCIENCES INC | 2020-01-01 | 2024-06-17 | $26,730 | $130 | $26,600 | $26,600 |
| AVIDITY BIOSCIENCES INC | 2020-01-01 | 2024-06-18 | $11,617 | $56 | $11,561 | $11,561 |
| AVIDITY BIOSCIENCES INC | 2020-01-01 | 2024-06-24 | $3,793 | $18 | $3,775 | $3,775 |
| AVIDITY BIOSCIENCES INC | 2020-01-01 | 2024-06-26 | $7,648 | $37 | $7,611 | $7,611 |
| AVIDITY BIOSCIENCES INC | 2020-01-01 | 2024-06-28 | $7,690 | $37 | $7,653 | $7,653 |
| AVIDITY BIOSCIENCES INC | 2020-01-01 | 2024-07-01 | $3,889 | $19 | $3,870 | $3,870 |
| AVIDITY BIOSCIENCES INC | 2020-01-01 | 2024-07-02 | $16,691 | $80 | $16,611 | $16,611 |
| AVIDITY BIOSCIENCES INC | 2020-01-01 | 2024-07-03 | $1,118 | $6 | $1,112 | $1,112 |
| AVIDITY BIOSCIENCES INC | 2020-01-01 | 2024-07-11 | $24,936 | $117 | $24,819 | $24,819 |
| AVIDITY BIOSCIENCES INC | 2020-01-01 | 2024-10-03 | $518 | $2 | $516 | $516 |
| CIDARA THERAPEUTICS INC | 2020-01-01 | 2024-12-09 | $32,409 | $114,669 | -$82,260 | -$82,260 |
| ISHARES 20 PLS YEAR | 2020-01-01 | 2024-01-03 | $3,154 | $4,544 | -$1,390 | -$1,390 |
| KURA ONCOLOGY | 2020-01-01 | 2024-02-01 | $7,921 | $4,765 | $3,156 | $3,156 |
| KURA ONCOLOGY | 2020-01-01 | 2024-02-02 | $6,771 | $4,254 | $2,517 | $2,517 |
| KURA ONCOLOGY INC | 2024-06-01 | 2024-12-13 | $34,060 | $68,826 | -$34,766 | -$34,766 |
| SPDR BLOOMBERG 13 MNTH | 2024-01-01 | 2024-04-04 | $4,389 | $4,402 | -$13 | -$13 |
| SPDR BLOOMBERG 13 MNTH | 2024-01-01 | 2024-08-02 | $19,927 | $20,002 | -$75 | -$75 |
| SPDR BLOOMBERG 13 MNTH | 2024-01-01 | 2024-08-05 | $23,139 | $23,201 | -$62 | -$62 |
| SPDR BLOOMBERG 13 MNTH | 2024-01-01 | 2024-08-06 | $24,879 | $24,939 | -$60 | -$60 |
| SPDR BLOOMBERG 13 MNTH | 2024-01-01 | 2024-08-07 | $13,264 | $13,288 | -$24 | -$24 |
| SPDR BLOOMBERG 13 MNTH | 2024-01-01 | 2024-08-08 | $19,306 | $19,331 | -$25 | -$25 |
| SPDR BLOOMBERG 13 MNTH | 2024-01-01 | 2024-08-09 | $17,568 | $17,588 | -$20 | -$20 |
| SPDR BLOOMBERG 13 MNTH | 2024-01-01 | 2024-08-12 | $15,378 | $15,384 | -$6 | -$6 |
| SPDR BLOOMBERG 13 MNTH | 2024-01-01 | 2024-09-09 | $3,203 | $3,204 | -$1 | -$1 |
| SPDR BLOOMBERG 13 MNTH | 2024-01-01 | 2024-09-26 | $16,149 | $16,113 | $36 | $36 |
| SPDR BLOOMBERG 13 MNTH | 2024-01-01 | 2024-09-24 | $16,059 | $16,019 | $40 | $40 |
| SPDR BLOOMBERG 13 MNTH | 2024-01-01 | 2024-09-30 | $19,553 | $19,491 | $62 | $62 |
| SPDR BLOOMBERG 13 MNTH | 2024-01-01 | 2024-10-02 | $2,173 | $2,172 | $1 | $1 |
| SPDR BLOOMBERG 13 MNTH | 2024-01-01 | 2024-12-13 | $34,257 | $34,249 | $8 | $8 |
| CITY NATIONAL BANK CG DISTRIBUTION | 2020-01-01 | 2024-12-31 | $6,901 | $6,901 | $6,901 | |
| CITY NATIONAL BANK CG DISTRIBUTION | 2024-01-01 | 2024-12-31 | $39 | $39 | $39 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,123 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,104 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,104 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,104 | 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 | $246 | OverpaymentAmt |
| Applied To ES Tax | $246 | 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 | $4,655,355 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,174 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,747,529 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,747,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,213 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,676,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $233,816 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $233,816 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,104 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,104 | TotalTaxAmt |
| Distributable Before Adj | $232,712 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $232,712 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $232,712 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $218,549 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $218,549 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,712 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $21,744 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $10,256 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $218,549 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $218,549 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $14,163 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,163 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,837 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,837 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,581 | ExcessFromYear4Amt |
| Excess From Year1 | $10,256 | ExcessFromYear1Amt |
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 (26 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 |
| CRISIS HOUSE | ||||||
| 9550 CUYAMACA STREET SUITE 101 | SANTEE | CA | 92071 | PC | TO PROVIDE HUMANITARIAN SERVICES TO THOSE IN CRISIS IN EAST SAN DIEGO COUNTY | $5,000 |
| 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 | $1,000 |
| 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 | $16,125 |
| 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 | $8,000 |
| 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. | $500 |
| POINT LOMA OPTIMISTS FOUNDATION | ||||||
| PO BOX 6141 | SAN DIEGO | CA | 92166 | PC | EDUCATION NEEDS OF CHILDREN | $9,241 |
| PROMISES TO KIDS | ||||||
| 9400 RUFFIN COURT STE A | SAN DIEGO | CA | 92123 | PC | TO CREATE A BRIGHTER FUTURE FOR FOSTER CHILDREN | $20,500 |
| RADY CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 3020 CHILDRENS WAY MC 5005 | SAN DIEGO | CA | 92123 | PC | TO HELP FUND LIFESAVING TECHNOLOGY AND RESEARCH FOR CHILDREN | $10,000 |
| SALVATION ARMY | ||||||
| 727 E ST | SAN DIEGO | CA | 92101 | PC | TO MEET HUMAN NEEDS WHEREVER, WHENEVER AND HOWEVER | $2,500 |
| 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. | $2,500 |
| SAN DIEGO FOOD BANK | ||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | PC | TO PROVIDE NUTRITIOUS FOOD TO PEOPLE IN NEED | $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 | $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 | $6,500 |
| 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 | $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 | $250 |
| THE THURSDAY CLUB FOUNDATION | ||||||
| 1224 SANTA BARBARA ST | SAN DIEGO | CA | 92107 | PC | FACILITATE VOLUNTEER EFFORTS IN SUPPORTING COMMUNITY IMPROVEMENTS | $200 |
| 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 |
| SAN DIEGO BRAIN INJURY FOUNDATION | ||||||
| PO BOX 84601 | SAN DIEGO | CA | 92138 | PC | TO IMPROVE THE QUALITY OF LIFE FOR BRAIN INJURY SURVIVORS AND THEIR FAMILIES | $350 |
| MUSIC IS UNITY FOUNDATION | ||||||
| 10866 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | PC | TO UPLIFT AND AND EMPOWER FOSTER YOUTH AS THEY TRANSITION INTO ADULTHOOD | $533 |
| INADCURE FOUNDATION | ||||||
| 12 SCOTT CT | FAIRFIELD | NJ | 070041970 | PC | TO SUPPORT THE DEVELOPMENT OF TREATMENTS FOR INFANTILE NEUROAXONAL DYSTROPHY AND OTHER FORMS OF PLA2G6-RELATED NEURODEGENERATION | $500 |
| NTC FOUNDATION | ||||||
| 2825 DEWEY RD | SAN DIEGO | CA | 92106 | PC | RENOVATING HISTORIC BUILDINGS AT THE FORMER NTC TO CREATE, FACILITATE AND OPERATE A BROAD-BASED ARTS DISTRICT TO SERVE SAN DIEGO REGION | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $218,549 | 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 | $26,700 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,033 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,295 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,123 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $145,151 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,151 | 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 | $4,375 | 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 | $2,378,057 | BookValueAmt |
| EOYFMV | $4,431,826 | 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 | $170 | $0 | $0 |
| ALETHEA MEDTECH FUND LP | $11,410 | $11,410 | $0 |
| ALETHEA FULCRUM FUND LP | $17,536 | $17,536 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENTS | Desc |
| Revenue And Expenses Per Books | $3,295 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,295 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,295 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $23,750 | BOYBookValueAmt |
| EOY Book Value | $750 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE ADVISORY FEES | CategoryTxt |
| Amt | $36,788 | Amt |
| Net Investment Income | $36,788 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $70 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |