WILLIAM AND KATHY DOYLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WILLIAM AND KATHY DOYLE FOUNDATION (EIN 35-2260044)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202301359349102175
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T14:55:53-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mowery & Schoenfeld LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1475 Half Day Road Suite 500AddressLine1Txt
CityLincolnshireCityNm
State AbbreviationILStateAbbreviationCd
ZIP60069ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352260044EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1William and Kathy Doyle FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WILLIAM J DOYLEInCareOfNm
Business Name ControlWILLBusinessNameControlTxt
Phone8478774588PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13535 Hiawatha Avenue Suite 203AddressLine1Txt
CityCoconut GroveCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWilliam DoylePersonNm
Person TitlePresidentPersonTitleTxt
Phone8478774588PhoneNum
Signature2022-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWilliamPersonFirstNm
Person LastDoylePersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGary S HartPreparerPersonNm
PTINP01265427PTIN
Phone8472478959PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,438,244FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$116,384DividendsRevAndExpnssAmt
Dividends Net Invst Incm$115,205DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$292,721NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,936,671GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$378,196CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$409,105TotalRevAndExpnssAmt
Total Net Invst Incm$493,401TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$7,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$7,600AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,262TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,262TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$28,440OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28,410OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$30OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$38,302TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,672TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,630TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$515,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$515,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$554,102TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,672TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$523,430TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$144,997ExcessRevenueOverExpensesAmt
Net Investment Income$462,729NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$125,815SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$103,066SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$103,066SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,414,989CorporateStockBOYAmt
Corporate Stock EOY$5,335,178CorporateStockEOYAmt
Corporate Stock EOYFMV$5,335,178CorporateStockEOYFMVAmt
Total Assets BOY$7,540,804TotalAssetsBOYAmt
Total Assets EOY$5,438,244TotalAssetsEOYAmt
Total Assets EOYFMV$5,438,244TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$7,540,804RetainedEarningBOYAmt
Retained Earning EOY$5,438,244RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,540,804TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,438,244TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,540,804TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,438,244TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,540,804TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$144,997ExcessRevenueOverExpensesAmt
Subtotal$7,395,807SubtotalAmt
Other Decreases$1,957,563OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,438,244TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SEE STATEMENT ATTACHED2022-12-31$354,451$377,772-$23,321-$23,321
SEE STATEMENT ATTACHED2022-12-31$1,377,660$1,120,865$256,795$256,795
SEE STATEMENT ATTACHED2022-12-31$201,121$59,838$141,283$141,283
CAPITAL GAIN DIVIDENDS$3,439P
CAPITAL GAIN DIVIDENDS$3,439P
CAPITAL GAIN DIVIDENDS$3,439P
FieldValueIRS element (for citing)
Capital Gain Net Income$378,196CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,432InvestmentIncomeExciseTaxAmt
Subtotal$6,432SubtotalAmt
Tax Based On Investment Income$6,432TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,615EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$5,615TotalPaymentsAndCreditsAmt
Tax Due$817TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM J DOYLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8478774588PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13535 HIAWATHA AVENUE UNIT 203AddressLine1Txt
CityCoconut GroveCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM J DOYLE
3535 Hiawatha Avenue Unit 203Coconut GroveFL33133DIRECTOR, PRESIDENT & Trea0.5$0$0$0
KATHY A DOYLE
3535 Hiawatha Avenue Unit 203Coconut GroveFL33133DIRECTOR, SECRETARY0.0$0$0$0
ERIN DOYLE
150 THORN TREE LANEWINNETKAIL60093DIRECTOR0.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,123,240AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$163,290AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,286,530TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,286,530AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$94,298CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,192,232NetVlNoncharitableAssetsAmt
Minimum Investment Return$309,612MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$309,612MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,432TaxBasedOnInvestmentIncomeAmt
Total Tax$6,432TotalTaxAmt
Distributable Before Adj$303,180DistributableBeforeAdjAmt
Distributable Before Ded$303,180DistributableBeforeDedAmt
Distributable As Adjusted$303,180DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$523,430ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$523,430QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$303,180DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$421,512ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$405,095ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$416,739ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$328,528ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$192,439ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,764,313TotalExcessDistributionCyovAmt
Qualifying Distributions$523,430QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$303,180AppliedToCurrentYearAmt
Remaining Distri From Corpus$220,250RemainingDistriFromCorpusAmt
Total Corpus$1,984,563TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$421,512ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,563,051ExcessDistriCyovToNextYrAmt
Excess From Year4$405,095ExcessFromYear4Amt
Excess From Year3$416,739ExcessFromYear3Amt
Excess From Year2$328,528ExcessFromYear2Amt
Excess From Year1$192,439ExcessFromYear1Amt
Excess From Current Year$220,250ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM J DOYLEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE STATEMENT ATTACHEDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE STATEMENT ATTACHEDAddressLine1Txt
CityNACityNm
State AbbreviationILStateAbbreviationCd
ZIP60069ZIPCd
FieldValueIRS element (for citing)
Recipient Relationshipnone - 501(c)(3)RecipientRelationshipTxt
Grant Or Contribution PurposeGENERALGrantOrContributionPurposeTxt
Amt$515,800Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$515,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$116,384ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$292,721ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$409,105ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$409,105TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,600Amt
Disbursements Charitable Prps$7,600DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SEE STATEMENT ATTACHED$5,277,849$5,277,849
785 SHS NUTRIEN LTD$57,329$57,329

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
NET DECREASE IN UNREALIZED$0
APPRECIATION OF SECURITIES$1,957,563

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$28,410$28,410
FILING FEES$30$30

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFOREIGN TAXES PAYABLEDesc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$2,262Amt
Net Investment Income$2,262NetInvestmentIncomeAmt

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