STEPHEN AND LYNNE DOYLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN AND LYNNE DOYLE FOUNDATION (EIN 20-2063200)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-06
- IRS object ID
- 201742799349100514
- Schema version
- 2016v3.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-06T17:24:38-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953159181 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVITZACKS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 B STREET SUITE 500 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 P DOYLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6195647456 | PhoneNum |
| Signature | 2017-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL C FRIEDMAN | PreparerPersonNm |
| PTIN | P00283655 | PTIN |
| Phone | 6192381077 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.12.202.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-04 | IPDt |
| IP Tm | 16:30:32 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2B9C1F5717435BE988B700B2743E139928CAA2EA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2B9C1F5717435BE988B700B2743E139928CAA2EA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,566,506 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14,894 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,894 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $70,495 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,172 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,558 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,468,839 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,558 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $136 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $136 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $138,083 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,760 | 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 | $7,456 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,907 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,907 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,094 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $87,652 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,395 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $128,109 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,302 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $174,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $302,109 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,302 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $174,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$164,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,458 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $388,658 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $213,114 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $213,114 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,235,448 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,246,966 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,353,392 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,624,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,460,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,566,506 | 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 | $3,624,106 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,460,080 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,624,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,460,080 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,624,106 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,460,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,624,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$164,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,460,080 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,460,080 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| TD AMERITRADE - SEE ATTACHED | P | $6,181,587 | $6,186,545 | -$4,958 | -$4,958 |
| TD AMERITRADE - SEE ATTACHED | P | $239,661 | $229,728 | $9,933 | $9,933 |
| TD AMERITRADE - SEE ATTACHED | P | $49 | $49 | $49 | |
| CITY NATIONAL BANK - SEE ATTACHED | P | $37,809 | $37,809 | $37,809 | |
| CITY NATIONAL BANK - SEE ATTACHED | P | $8,272 | $8,272 | $8,272 | |
| ALETHEA BIOTECH FUND, L.P. | P | $8 | -$8 | -$8 | |
| CAPITAL GAINS DIVIDENDS | P | $1,461 | $1,461 | $1,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,558 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $214,843 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,823,117 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056196 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $68,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,853,312 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.017647 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $58,125 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,841,398 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020456 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $74,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,216,252 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033390 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,961,260 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027788 | DistributionYr5Rt |
| Total Distribution | 0.155477 | TotalDistributionRt |
| Average Distribution | 0.031095 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,250,778 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $101,083 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $625 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $101,708 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $174,000 | 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 | $625 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $625 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $625 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $720 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,220 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,595 | OverpaymentAmt |
| Applied To ES Tax | $640 | AppliedToESTaxAmt |
| Refund | $1,955 | 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 P 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 P DOYLE | ||||||||
| 3311 HARBOR VIEW DRIVE | SAN DIEGO | CA | 92106 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| LYNNE GEREN 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 | $2,943,403 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $356,879 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,300,282 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,300,282 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,504 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,250,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,539 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,539 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $625 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $625 | TotalTaxAmt |
| Distributable Before Adj | $161,914 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $161,914 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $161,914 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $174,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $174,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $625 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $173,375 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $161,914 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,773 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $174,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,773 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $161,914 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,313 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,313 | 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 | $10,313 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $10,313 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN P DOYLE | ContributingManagerNm |
| Contributing Manager | LYNNE GEREN DOYLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 4950 MURPHY CANYON RDSTE 250 | SAN DIEGO | CA | 92123 | PUBLIC CHARITY | TO ELIMINATE DISEASE THROUGH RESEARCH. | $5,000 | |
| CALIFORNIA HOMEBUILDING FOUNDATION | |||||||
| 1215 K ST STE 1201 | SACRAMENTO | CA | 95814 | PUBLIC CHARITY | RESEARCH AND EDUCATION CENTER FOR CALIFORNIA'S HOMES. | $5,000 | |
| GIRL SCOUTS SAN DIEGO | |||||||
| 1231 UPAS STREET | SAN DIEGO | CA | 92103 | PUBLIC CHARITY | TO BUILD GIRLS COURAGE, CONFIDENCE, AND CHARACTER, MAKING THE WORLD A BETTER PLACE. | $2,500 | |
| HOME OF GUIDING HANDS | |||||||
| 1825 GILLESPIE WAY STE 200 | EL CAJON | CA | 92020 | PUBLIC CHARITY | SVS, TRAINING & ADVOCACY FOR PEOPLE WITH DEV. PROBLEMS. | $5,000 | |
| JUST IN TIME FOR FOSTER YOUTH | |||||||
| PO BOX 81292 | SAN DIEGO | CA | 92138 | PUBLIC CHARITY | TO PROVIDE SUPPORT FOR FOSTER CARE CHILDREN. | $10,000 | |
| MAKI INTERNATIONAL | |||||||
| PO BOX 2301 | DEL MAR | CA | 92014 | PUBLIC CHARITY | TO EMPOWER IMPOVERISHED WOMEN IN AYACUCHO, PERU THROUGH VIABLE ENTERPRISE. | $1,000 | |
| POINT LOMA ASSEMBLY | |||||||
| PO BOX 60174 | SAN DIEGO | CA | 92166 | PUBLIC CHARITY | TO PROMOTE LITERARY, SOCIAL, EDUCATIONAL, PHILANTHROPIC, CIVIC, AND ARTISTIC WORK AND TO RESTORE AND MAINTAIN THE BUILDING AT 3035 TALBOT STREET. | $2,500 | |
| PROMISES2KIDS | |||||||
| 9400 RUFFIN COURT SUITE A | SAN DIEGO | CA | 92123 | PUBLIC CHARITY | TO CREATE A BRIGHTER FUTURE FOR FOSTER CHILDREN. | $5,000 | |
| SAN DIEGO FOOD BANK | |||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | PUBLIC CHARITY | TO PROVIDE FOOD TO PEOPLE IN NEED AND CONNECT THEM TO HEALTH SERVICE PROVIDERS. | $1,000 | |
| SAN DIEGO POLICE FOUNDATION | |||||||
| 444 W BEECH ST 250 | SAN DIEGO | CA | 92101 | PUBLIC CHARITY | TO SUPPORT AND FINANCIALLY ASSIST THE SAN DIEGO POLICE DEPARTMENT. | $10,000 | |
| SDSU CAMPANILE FOUNDATION | |||||||
| 5500 CAMPANILE DR | SAN DIEGO | CA | 92182 | PUBLIC CHARITY | MONITORS AND MANAGES SDSU FOUNDATION FUNDS. | $25,000 | |
| SHARP HEALTHCARE FOUNDATION | |||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | PUBLIC CHARITY | TO ENHANCE THE CURRENT AND FUTURE HEALTH CARE NEEDS OF SAN DIEGANS THROUGH SUPPORT OF CRITICAL MEDICAL SERVICES, CLINICAL RESEARCH AND HEALTH EDUCATION. | $5,000 | |
| USD BURNHAM-MOORES CENTER FOR REAL ESTATE | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | PUBLIC CHARITY | 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 | PUBLIC CHARITY | TO MAINTAIN THE STANDARD OF EDUCATIONAL EXCELLENCE. | $51,000 | |
| USO SAN DIEGO | |||||||
| 303 A STREET STE 100 | SAN DIEGO | CA | 92101 | PUBLIC CHARITY | TO PROVIDE MORALE AND SUPPORT SERVICES FOR ALL MEMBERS OF THE U.S. ARMED FORCES AND THEIR FAMILIES. | $7,500 | |
| VOICES FOR CHILDREN | |||||||
| 2851 MEADOW LARK DRIVE | SAN DIEGO | CA | 92123 | PUBLIC CHARITY | TO TRANSFORM THE LIVES OF ABUSED CHILDREN BY PROVIDING THEM WITH SPECIAL ADVOCATES. | $5,000 | |
| BD PERFORMING ARTS | |||||||
| 4065 NELSON AVE | CONCORD | CA | 94520 | PUBLIC CHARITY | TO ENRICH THE LIVES OF YOUNG PEOPLE THROUGH A COMMITMENT TO YOUTH DEVELOPMENT AND PERFORMANCE EXCELLENCE. | $2,500 | |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | PUBLIC CHARITY | TO TRANSFORM THE FUTURE OF HEALTH. | $2,500 | |
| CYCLE FOR SURVIVAL - MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 885 SECOND AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | PUBLIC CHARITY | TO FUND LIFESAVING RARE CANCER RESEARCH. | $500 | |
| HELEN WOODWARD ANIMAL CENTER | |||||||
| 6461 EL APAJO RD | RANCHO SANTA FE | CA | 92067 | PUBLIC CHARITY | TO INSPIRE AND TEACH THE IMPORTANCE OF THE ANIMAL-HUMAN BOND. | $500 | |
| MEALS ON WHEELS | |||||||
| 1550 CRYSTAL DRIVE SUITE 1004 | ARLINGTON | VA | 22202 | PUBLIC CHARITY | TO EMPOWER LOCAL COMMUNITY PROGRAMS TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE SENIORS THEY SERVE SO THAT NO ONE IS LEFT HUNGRY OR ISOLATED. | $500 | |
| PATRONS OF THE PRADO | |||||||
| PO BOX 928530 | SAN DIEGO | CA | 92192 | PUBLIC CHARITY | TO HELP EMPOWER AND SUSTAIN THE ARTS IN SAN DIEGO BY PROVIDING A LASTING LEGACY OF CULTURAL ENRICHMENT TO THE COMMUNITY. | $2,500 | |
| RADY CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 3020 CHILDRENS WAY MC 5005 | SAN DIEGO | CA | 92123 | PUBLIC CHARITY | TO HELP FUND LIFESAVING TECHNOLOGY AND RESEARCH, PROVIDE A SAFETY NET FOR CHILDREN WITH LITTLE OR NO PRIVATE MEDICAL INSURANCE AND CREATE A HEALING ENVIRONMENT FOR PATIENTS AND THEIR FAMILIES. | $2,500 | |
| SCRIPPS HEALTH FOUNDATION | |||||||
| PO BOX 2669 | LA JOLLA | CA | 92038 | PUBLIC CHARITY | TO MAKE BREAKTHROUGHS IN MEDICINE AND PROVIDE A QUALITY, CARING ENVIRONMENT FOCUSED AROUND PATIENT'S NEEDS. | $2,500 | |
| SAN DIEGO CIVIC YOUTH BALLET | |||||||
| 1650 EL PRADO SUITE 209 | SAN DIEGO | CA | 92101 | PUBLIC CHARITY | TO PROVIDE THE YOUTH OF SAN DIEGO WITH AN OPPORTUNITY TO STUDY, UNDERSTAND AND APPRECIATE, THROUGH EDUCATION AND PARTICIPATION, THE ART OF BALLET, AND TO ENRICH THE CULTURAL LIFE OF THE COMMUNITY. | $1,000 | |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 SOUTH MAYFLOWER AVENUE SUITE | MONROVIA | CA | 91016 | PUBLIC CHARITY | TO FUND RESEARCH TO FIND CURES FOR CHILDHOOD CANCERS AND GIVE SURVIVORS LONG, HEALTHY LIVES. | $500 | 400 |
| ST VINCENT DE PAUL VILLAGES | |||||||
| 3350 E STREET | SAN DIEGO | CA | 92102 | PUBLIC CHARITY | TO HELP END HOMELESSNESS IN SAN DIEGO. | $5,000 | |
| THE THURSDAY CLUB FOUNDATION | |||||||
| 1224 SANTA BARBARA STREET | SAN DIEGO | CA | 92107 | PUBLIC CHARITY | TO HELP FACILITATE THE VOLUNTEER EFFORTS SUPPORTING CHARITABLE ACTIVITIES. | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,000 | 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 | $14,894 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,495 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,558 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $138,083 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $138,083 | 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 | CategoryTxt |
| Amt | $7,456 | 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 | $3,246,966 | BookValueAmt |
| EOYFMV | $3,353,392 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ATTORNEY GENERAL REGISTRATION FEE | $70 | $0 | $0 |
| 2% PORTFOLIO DEDUCTIONS | $3,385 | $3,385 | $0 |
| MISCELLANEOUS EXPENSES | $47,187 | $0 | $0 |
| ALETHEA BIOTECH FUND, L.P. ORDINARY INCOME LOSS | $37,010 | $37,010 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TD AMERITRADE X3889 | Desc |
| Revenue And Expenses Per Books | $136 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $136 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $31,907 | Amt |
| Net Investment Income | $31,907 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $84 | $0 | $0 |
| STATE TAXES | $10 | $0 | $0 |
| US TREASURY | $1,000 | $0 | $0 |