STEPHEN AND LYNNE DOYLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN AND LYNNE DOYLE FOUNDATION (EIN 20-2063200)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-06
- IRS object ID
- 201532189349100723
- Schema version
- 2014v5.0
- 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
- Legal Fees Schedule
- 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 | 2015-08-06T16:08:38-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-08-03 | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,950,383 | 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 | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,895 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,895 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $118,709 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,614 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,571,009 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,100 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,164 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,164 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $194,868 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,773 | 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 | $1,505 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,049 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,503 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,503 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,104 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,541 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,703 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,511 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $130,703 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,511 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $64,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,262 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,503,951 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $291,812 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $291,812 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,237,714 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,510,087 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,658,571 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,741,665 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,801,899 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,950,383 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,931 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,931 | 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 | $3,737,734 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,801,899 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,737,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,801,899 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,741,665 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,801,899 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,737,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $64,165 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,801,899 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,801,899 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| TD AMERITRADE CLEARING INC - SEE ATTACHED | P | $7,235,546 | $7,175,917 | $59,629 | $59,629 |
| CITY NATIONAL BANK - SEE ATTACHED | P | $312,245 | $312,771 | -$526 | -$526 |
| THE BLACKSTONE GROUP L.P. | P | $213 | $213 | $213 | |
| THE BLACKSTONE GROUP L.P. | P | $46 | $46 | $46 | |
| TD AMERITRADE CLEARING INC - SEE ATTACHED | P | $20,221 | $20,221 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $2,738 | $2,738 | $2,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,100 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $58,125 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,841,398 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020456 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $74,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,216,252 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033390 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,961,260 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.027788 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,669,359 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.011681 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $161,289 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,336,480 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.120682 | DistributionYr5Rt |
| Total Distribution | 0.213997 | TotalDistributionRt |
| Average Distribution | 0.042799 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,853,312 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $164,918 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,453 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $166,371 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $68,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,905 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,905 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,905 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,520 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,020 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $1,108 | OverpaymentAmt |
| Applied To ES Tax | $1,108 | 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 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 | $3,295,618 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $616,374 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,911,992 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,911,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,853,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,666 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,666 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,905 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,905 | TotalTaxAmt |
| Distributable Before Adj | $189,761 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $189,761 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $189,761 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $68,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,761 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $94,887 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $94,887 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $94,887 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $94,887 | 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 | $26,874 | 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 (12 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. | $1,000 |
| 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. | $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 |
| MAKUA - FRIENDS OF VOICES FOR CHILDREN | ||||||
| PO BOX 83971 | SAN DIEGO | CA | 92138 | PUBLIC CHARITY | TO HELP FOSTER YOUTH REALIZE HOPE FOR A POSITIVE FUTURE. | $500 |
| 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. | $5,500 |
| SDSU CAMPANILE FOUNDATION (CE DEPT) | ||||||
| 5500 CAMPANILE DR | SAN DIEGO | CA | 92182 | PUBLIC CHARITY | MONITORS AND MANAGES SDSU FOUNDATION FUNDS. | $10,000 |
| 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. | $15,000 |
| 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 |
| PEDAL THE CAUSE | ||||||
| 512 VIA DE LA VALLE SUITE 302 | SOLANA BEACH | CA | 92075 | PUBLIC CHARITY | TO PROVIDE FUNDING FOR CANCER RESEARCH AT NATIONAL CANCER INSTITUTE-DESIGNATED CANCER CENTERS. | $500 |
| RAMONA POP WARNER | ||||||
| PO BOX 1284 | RAMONA | CA | 92065 | PUBLIC CHARITY | TO PROVIDE ATHLETIC LEARNING OPPORTUNITIES FOR AND EMPHASIZE THE IMPORTANCE OF ACADEMIC SUCCESS. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,000 | 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 | $9,895 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,709 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,164 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,100 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $192,868 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $192,868 | 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 | $6,049 | 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 | $3,510,087 | BookValueAmt |
| EOYFMV | $3,658,571 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,505 | 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 | $150 | $0 | $0 |
| 2% PORTFOLIO DEDUCTIONS | $8 | $8 | $0 |
| MISCELLANEOUS EXPENSES | $10,383 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| US NATURAL GAS FUND, LP | $2,106 | $2,106 | $2,106 |
| THE BLACKSTONE GROUP, LP | $58 | $58 | $58 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHORT POSITIONS OPTIONS | Desc |
| BOY Book Value | $3,931 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $39,503 | Amt |
| Net Investment Income | $39,503 | 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 | $501 | $0 | $0 |
| STATE TAXES | $1,134 | $0 | $0 |
| US TREASURY | $3,469 | $0 | $0 |