WILLIAM AND KATHY DOYLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WILLIAM AND KATHY DOYLE FOUNDATION (EIN 35-2260044)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202231369349105668
Schema version
2021v4.2
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)
Return2022-05-16T16:51:17-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2021-05-16SignatureDt
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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,540,804FMVAssetsEOYAmt
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$142,422DividendsRevAndExpnssAmt
Dividends Net Invst Incm$142,276DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$191,447NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$429,681GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$195,322CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$333,869TotalRevAndExpnssAmt
Total Net Invst Incm$337,598TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$8,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$8,750AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$11,986TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,322TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$36,623OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36,623OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$57,359TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$37,945TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$550,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$550,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$607,359TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$37,945TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$558,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$273,490ExcessRevenueOverExpensesAmt
Net Investment Income$299,653NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$143,063SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$125,815SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$125,815SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,749,584CorporateStockBOYAmt
Corporate Stock EOY$7,414,989CorporateStockEOYAmt
Corporate Stock EOYFMV$7,414,989CorporateStockEOYFMVAmt
Total Assets BOY$6,892,647TotalAssetsBOYAmt
Total Assets EOY$7,540,804TotalAssetsEOYAmt
Total Assets EOYFMV$7,540,804TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$6,892,647RetainedEarningBOYAmt
Retained Earning EOY$7,540,804RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,892,647TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,540,804TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,892,647TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,540,804TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,892,647TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$273,490ExcessRevenueOverExpensesAmt
Other Increases$921,647OtherIncreasesAmt
Subtotal$7,540,804SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,540,804TotNetAstOrFundBalancesEOYAmt

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 ATTACHED2021-12-31$132,915$95,508$37,407$37,407
SEE STATEMENT ATTACHED2021-12-31$224,203$135,872$88,331$88,331
SEE STATEMENT ATTACHED2021-12-31$14,792$2,979$11,813$11,813
CAPITAL GAIN DIVIDENDS$57,771P
CAPITAL GAIN DIVIDENDS$57,771P
CAPITAL GAIN DIVIDENDS$57,771P
FieldValueIRS element (for citing)
Capital Gain Net Income$195,322CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,165InvestmentIncomeExciseTaxAmt
Subtotal$4,165SubtotalAmt
Tax Based On Investment Income$4,165TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,780EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$9,780TotalPaymentsAndCreditsAmt
Overpayment$5,615OverpaymentAmt
Applied To ES Tax$5,615AppliedToESTaxAmt

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$7,377,702AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$144,656AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,522,358TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,522,358AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$112,835CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,409,523NetVlNoncharitableAssetsAmt
Minimum Investment Return$370,476MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$370,476MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,165TaxBasedOnInvestmentIncomeAmt
Total Tax$4,165TotalTaxAmt
Distributable Before Adj$366,311DistributableBeforeAdjAmt
Distributable Before Ded$366,311DistributableBeforeDedAmt
Distributable As Adjusted$366,311DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$558,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$558,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$366,311DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$642,206ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$421,512ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$405,095ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$416,739ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$328,528ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,214,080TotalExcessDistributionCyovAmt
Qualifying Distributions$558,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$366,311AppliedToCurrentYearAmt
Remaining Distri From Corpus$192,439RemainingDistriFromCorpusAmt
Total Corpus$2,406,519TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$642,206ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,764,313ExcessDistriCyovToNextYrAmt
Excess From Year4$421,512ExcessFromYear4Amt
Excess From Year3$405,095ExcessFromYear3Amt
Excess From Year2$416,739ExcessFromYear2Amt
Excess From Year1$328,528ExcessFromYear1Amt
Excess From Current Year$192,439ExcessFromCurrentYearAmt
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$550,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$550,000TotalGrantOrContriPdDurYrAmt

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$142,422ExclusionAmt
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$191,447ExclusionAmt
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$333,869ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$333,869TotalIncomeProducingActyAmt

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$8,750Amt
Disbursements Charitable Prps$8,750DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SEE STATEMENT ATTACHED$7,355,957$7,355,957
785 SHS NUTRIEN LTD$59,032$59,032

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT ADVISORY FEESDesc
Revenue And Expenses Per Books$36,623RevenueAndExpensesPerBooksAmt
Net Investment Income$36,623NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NET INCREASE IN UNREALIZED$0
APPRECIATION OF SECURITIES$921,647

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFOREIGN TAXES PAYABLEDesc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$1,322$1,322
FEDERAL TAXES$10,664

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.