STEPHEN AND LYNNE DOYLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN AND LYNNE DOYLE FOUNDATION (EIN 20-2063200)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-11
- IRS object ID
- 201622249349100137
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-11T13:44:02-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 701 B STREET SUITE 1300 | 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 | 2015-01-01 | 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 | 2016-08-05 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,608,172 | 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 | $102,302 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,852 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,852 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,618 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,936 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$64,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,542,453 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $812 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $812 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $150,801 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,600 | 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 |
| Legal Fees Rev And Expnss | $645 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,773 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,748 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,748 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,028 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $63,850 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $124 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,872 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $215,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $215,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $328,594 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,872 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $215,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$177,793 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,728 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $291,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $388,658 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $388,658 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,510,087 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,235,448 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,219,514 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,801,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,624,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,608,172 | 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 | $3,801,899 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,624,106 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,801,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,624,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,801,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,624,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,801,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$177,793 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,624,106 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,624,106 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| TD AMERITRADE - SEE ATTACHED | P | $308,684 | $293,492 | $15,192 | $15,192 |
| TD AMERITRADE - SEE ATTACHED | P | $10,167,624 | $10,302,580 | -$134,956 | -$134,956 |
| CITY NATIONAL BANK - SEE ATTACHED DETAIL | P | $56,609 | $56,609 | $56,609 | |
| CITY NATIONAL BANK - SEE ATTACHED DETAIL | P | $11,164 | -$11,164 | -$11,164 | |
| CAPITAL GAINS DIVIDENDS | P | $9,536 | $9,536 | $9,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$64,783 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,853,312 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.017647 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $58,125 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,841,398 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020456 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $74,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,216,252 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033390 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,961,260 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027788 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,669,359 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011681 | DistributionYr5Rt |
| Total Distribution | 0.110962 | TotalDistributionRt |
| Average Distribution | 0.022192 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,823,117 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $84,843 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $707 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $85,550 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $215,550 | 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 | $707 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $707 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $707 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,108 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,108 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,401 | OverpaymentAmt |
| Applied To ES Tax | $720 | AppliedToESTaxAmt |
| Refund | $681 | 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 | $3,535,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $346,092 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,881,337 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,881,337 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,220 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,823,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,156 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,156 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $707 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $707 | TotalTaxAmt |
| Distributable Before Adj | $190,449 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $190,449 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $190,449 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $215,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $215,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $707 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $214,843 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $190,449 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,874 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $215,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,874 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $188,676 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $1,773 | 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 P DOYLE | ContributingManagerNm |
| Contributing Manager | LYNNE GEREN DOYLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 4950 MURPHY CANYON RDSTE 250 | SAN DIEGO | CA | 92123 | PUBLIC CHARITY | TO ELIMINATE DISEASE THROUGH RESEARCH. | $2,500 |
| CALIFORNIA HOMEBUILDING FOUNDATION | ||||||
| 1215 K ST STE 1201 | SACRAMENTO | CA | 95814 | PUBLIC CHARITY | RESEARCH AND EDUCATION CENTER FOR CALIFORNIA'S HOMES. | $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. | $7,800 |
| JUST IN TIME FOR FOSTER YOUTH | ||||||
| PO BOX 81292 | SAN DIEGO | CA | 92138 | PUBLIC CHARITY | TO PROVIDE SUPPORT FOR FOSTER CARE CHILDREN. | $13,400 |
| 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 |
| DORIS A HOWELL FOUNDATION | ||||||
| PMB 320 7514 GIRARD AVENUE 1 | LA JOLLA | CA | 92037 | PUBLIC CHARITY | TO FUND UNDERGRADUATE SCIENTISTS IN THEIR RESEARCH AND TO EDUCATE WOMEN. | $200 |
| MAKI INTERNATIONAL | ||||||
| PO BOX 2301 | DEL MAR | CA | 92014 | PUBLIC CHARITY | TO EMPOWER IMPOVERISHED WOMEN IN AYACUCHO, PERU THROUGH VIABLE ENTERPRISE. | $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. | $5,000 |
| SDSU CAMPANILE FOUNDATION (CE DEPT) | ||||||
| 5500 CAMPANILE DR | SAN DIEGO | CA | 92182 | PUBLIC CHARITY | MONITORS AND MANAGES SDSU FOUNDATION FUNDS. | $110,000 |
| 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. | $30,000 |
| USD SCHOOL OF LAW | ||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | PUBLIC CHARITY | TO MAINTAIN THE STANDARD OF EDUCATIONAL EXCELLENCE. | $10,000 |
| 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 |
| OPTIMIST CLUB FOUNDATION OF POINT LOMA | ||||||
| PO BOX 6141 | SAN DIEGO | CA | 92166 | PUBLIC CHARITY | TO PROVIDE FINANCIAL SUPPORT FOR THE YOUTH IN THE POINT LOMA AREA. | $1,000 |
| NTC FOUNDATION | ||||||
| 2825 DEWEY RD SUITE 207 | SAN DIEGO | CA | 92106 | PUBLIC CHARITY | TO PROVIDE PRESERVATION AND RENOVATION OF 26 HISTORICAL BUILDINGS. | $1,000 |
| 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. | $1,150 |
| 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. | $2,000 |
| 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. | $500 |
| 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. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $215,550 | 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 | $12,852 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,618 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $812 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$64,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,499 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,499 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| LYNNE G DOYLE INTERVIVOS CHARITABLE | ||||||
| 1 | 3311 HARBOR VIEW DRIVE | SAN DIEGO | CA | 92106 | $51,151 | Yes (X) |
| STEPHEN P DOYLE INTERVIVOS CHARITAB | ||||||
| 2 | 3311 HARBOR VIEW DRIVE | SAN DIEGO | CA | 92106 | $51,151 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STOCK INVESTMENTS | $37,773 | 2015-11-24 |
| 1 | STOCK INVESTMENTS | $13,378 | 2015-12-03 |
| 2 | STOCK INVESTMENTS | $37,772 | 2015-11-24 |
| 2 | STOCK INVESTMENTS | $13,379 | 2015-12-03 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,773 | 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 | $3,235,448 | BookValueAmt |
| EOYFMV | $3,219,514 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $645 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ATTORNEY GENERAL REGISTRATION FEE | $50 | $0 | $0 |
| 2% PORTFOLIO DEDUCTIONS | $124 | $124 | $0 |
| MISCELLANEOUS EXPENSES | $63,676 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TD AMERITRADE X3889 | $1,477 | $1,477 | $1,477 |
| POWERSHARES DB US DOLLAR INDEX BULLISH FUND | -$665 | -$665 | -$665 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $37,748 | Amt |
| Net Investment Income | $37,748 | 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 | $1,502 | $0 | $0 |
| STATE TAXES | $26 | $0 | $0 |
| US TREASURY | $2,500 | $0 | $0 |