2017-10-06T17:24:38-05:00 2016-12-31 953159181 LEVITZACKS 450 B STREET SUITE 500 SAN DIEGO CA 92101 990PF 2016-01-01 202063200 THE STEPHEN AND LYNNE DOYLE FOUNDATION STEP 6195647456 PO BOX 80605 SAN DIEGO CA 921380605 STEPHEN P DOYLE PRESIDENT 6195647456 2017-10-04 1 MICHAEL C FRIEDMAN P00283655 6192381077 12.12.202.140 2017-10-04 16:30:32 PD P 2B9C1F5717435BE988B700B2743E139928CAA2EA 2B9C1F5717435BE988B700B2743E139928CAA2EA 2016 2021-01-29 14:40:06Z X 3566506 X 0 X 14894 14894 70495 67172 52558 6468839 52558 136 136 138083 134760 0 0 0 7456 0 0 31907 31907 0 1094 0 0 87652 40395 0 128109 72302 0 174000 174000 302109 72302 174000 -164026 62458 388658 213114 213114 3235448 3246966 3353392 3624106 3460080 3566506 0 0 X 0 0 0 0 3624106 3460080 3624106 3460080 3624106 3460080 3624106 -164026 0 3460080 0 3460080 TD AMERITRADE - SEE ATTACHED P 6181587 6186545 -4958 -4958 TD AMERITRADE - SEE ATTACHED P 239661 229728 9933 9933 TD AMERITRADE - SEE ATTACHED P 49 49 49 CITY NATIONAL BANK - SEE ATTACHED P 37809 37809 37809 CITY NATIONAL BANK - SEE ATTACHED P 8272 8272 8272 ALETHEA BIOTECH FUND, L.P. P 8 -8 -8 CAPITAL GAINS DIVIDENDS P 1461 1461 1461 52558 0 214843 3823117 0.056196 68000 3853312 0.017647 58125 2841398 0.020456 74000 2216252 0.033390 54500 1961260 0.027788 0.155477 0.031095 3250778 101083 625 101708 174000 X 625 0 625 0 625 720 2500 3220 2595 640 1955 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A STEPHEN P DOYLE 6195647456 3311 HARBOR VIEW DRIVE SAN DIEGO CA 92106 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 THE FOUNDATION WAS FORMED IN ORDER TO MAKE DONATIONS TO OTHER FEDERALLY TAX-EXEMPT SECTION 501(C)(3) ORGANIZATIONS. 0 0 2943403 356879 0 3300282 0 0 3300282 49504 3250778 162539 162539 625 625 161914 0 161914 0 161914 174000 0 174000 625 173375 161914 1773 0 0 174000 1773 0 0 161914 10313 0 0 10313 0 0 0 0 0 0 0 10313 10313 STEPHEN P DOYLE LYNNE GEREN DOYLE X ALZHEIMER'S ASSOCIATION 4950 MURPHY CANYON RDSTE 250 SAN DIEGO CA 92123 PUBLIC CHARITY TO ELIMINATE DISEASE THROUGH RESEARCH. 5000 CALIFORNIA HOMEBUILDING FOUNDATION 1215 K ST STE 1201 SACRAMENTO CA 95814 PUBLIC CHARITY RESEARCH AND EDUCATION CENTER FOR CALIFORNIA'S HOMES. 5000 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. 2500 HOME OF GUIDING HANDS 1825 GILLESPIE WAY STE 200 EL CAJON CA 92020 PUBLIC CHARITY SVS, TRAINING & ADVOCACY FOR PEOPLE WITH DEV. PROBLEMS. 5000 JUST IN TIME FOR FOSTER YOUTH PO BOX 81292 SAN DIEGO CA 92138 PUBLIC CHARITY TO PROVIDE SUPPORT FOR FOSTER CARE CHILDREN. 10000 MAKI INTERNATIONAL PO BOX 2301 DEL MAR CA 92014 PUBLIC CHARITY TO EMPOWER IMPOVERISHED WOMEN IN AYACUCHO, PERU THROUGH VIABLE ENTERPRISE. 1000 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. 2500 PROMISES2KIDS 9400 RUFFIN COURT SUITE A SAN DIEGO CA 92123 PUBLIC CHARITY TO CREATE A BRIGHTER FUTURE FOR FOSTER CHILDREN. 5000 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. 1000 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. 10000 SDSU CAMPANILE FOUNDATION 5500 CAMPANILE DR SAN DIEGO CA 92182 PUBLIC CHARITY MONITORS AND MANAGES SDSU FOUNDATION FUNDS. 25000 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. 5000 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. 10000 USD SCHOOL OF LAW 5998 ALCALA PARK SAN DIEGO CA 92110 PUBLIC CHARITY TO MAINTAIN THE STANDARD OF EDUCATIONAL EXCELLENCE. 51000 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. 7500 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. 5000 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. 2500 CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 PUBLIC CHARITY TO TRANSFORM THE FUTURE OF HEALTH. 2500 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. 2500 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. 2500 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. 2500 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. 1000 ST BALDRICK'S FOUNDATION 1333 SOUTH MAYFLOWER AVENUE SUITE 400 MONROVIA CA 91016 PUBLIC CHARITY TO FUND RESEARCH TO FIND CURES FOR CHILDHOOD CANCERS AND GIVE SURVIVORS LONG, HEALTHY LIVES. 500 ST VINCENT DE PAUL VILLAGES 3350 E STREET SAN DIEGO CA 92102 PUBLIC CHARITY TO HELP END HOMELESSNESS IN SAN DIEGO. 5000 THE THURSDAY CLUB FOUNDATION 1224 SANTA BARBARA STREET SAN DIEGO CA 92107 PUBLIC CHARITY TO HELP FACILITATE THE VOLUNTEER EFFORTS SUPPORTING CHARITABLE ACTIVITIES. 3000 174000 0 14 14894 14 70495 14 136 18 52558 0 138083 0 138083 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 7456 0 0 STOCK AND FIXED INCOME INVESTMENTS FMV 3246966 3353392 ATTORNEY GENERAL REGISTRATION FEE 70 0 0 2% PORTFOLIO DEDUCTIONS 3385 3385 0 MISCELLANEOUS EXPENSES 47187 0 0 ALETHEA BIOTECH FUND, L.P. ORDINARY INCOME LOSS 37010 37010 0 TD AMERITRADE X3889 136 136 136 MANAGEMENT FEES 31907 31907 0 FOREIGN TAXES PAID 84 0 0 STATE TAXES 10 0 0 US TREASURY 1000 0 0