LUCILLE AND RONALD NEELEY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: LUCILLE AND RONALD NEELEY FOUNDATION (EIN 33-0386127)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-05-11
IRS object ID: 202131319349103223
Schema version: 2020v4.1
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
Distribution From Corpus Election
General Explanation Attachment
Investments Other Schedule2
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-11T21:21:42-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	861065772	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	12830 EL CAMINO REAL SUITE 600	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	921302978	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	330386127	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LUCILLE AND RONALD NEELEY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LUCI	BusinessNameControlTxt
Phone	8587559933	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 371347	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	921371347	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LUCILLE NEELEY	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8587559933	PhoneNum
Signature	2021-05-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	LUCILLE	PersonFirstNm
Person Last	NEELEY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JULIE KEENEY	PreparerPersonNm
PTIN	P00649556	PTIN
Phone	6192326500	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,805,425	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	$1,091,260	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$23,092	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$50	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$78,880	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$78,880	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$189,485	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,601,914	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$356,145	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,003,747	TotalRevAndExpnssAmt
Total Net Invst Incm	$435,075	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
Accounting Fees Rev And Expnss	$19,486	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$19,486	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$2,292	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$831	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$12,894	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$12,554	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$340	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$34,672	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$32,871	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$340	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$253,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,753,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$287,672	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$32,871	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,753,340	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$716,075	ExcessRevenueOverExpensesAmt
Net Investment Income	$402,204	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$65,690	CashBOYAmt
Cash EOY	$599,107	CashEOYAmt
Cash EOYFMV	$599,107	CashEOYFMVAmt
Prepaid Expenses BOY	$1,451	PrepaidExpensesBOYAmt
Other Investments BOY	$3,457,651	OtherInvestmentsBOYAmt
Other Investments EOY	$2,206,318	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,206,318	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$3,524,792	TotalAssetsBOYAmt
Total Assets EOY	$2,805,425	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,805,425	TotalAssetsEOYFMVAmt
Grants Payable BOY	$1,500,000	GrantsPayableBOYAmt
Total Liabilities BOY	$1,500,000	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$2,024,792	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$2,805,425	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,024,792	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,805,425	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,524,792	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,805,425	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,024,792	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$716,075	ExcessRevenueOverExpensesAmt
Other Increases	$64,558	OtherIncreasesAmt
Subtotal	$2,805,425	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,805,425	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt	How AcquiredHowAcquiredCd
2000 SHARES HOME DEPOT STOCK	$547,681	$547,681	$547,681
WELLS FARGO #3942-8193 - ALL OTHER SECURITIES	$204,507	-$10	-$10	$204,517
WELLS FARGO #3942-3362 - ALL OTHER SECURITIES	$2,849,089	-$192,163	-$192,163	$3,041,252
CAPITAL GAINS DIVIDENDS	$637	$637	$637		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$356,145	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,591	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$5,591	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$5,591	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,732	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,732	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Tax Due	$3,859	TaxDueAmt

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	COLLEEN LILLY	IndividualWithBooksNm
Phone	6197570072	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 371347	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92137	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
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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
LUCILLE NEELEY
PO BOX 371347	SAN DIEGO	CA	92137	PRESIDENT,CHAIRMAN/BOARD	1.00	$0	$0	$0
RONALD NEELEY
PO BOX 371347	SAN DIEGO	CA	92137	VICE PRESIDENT, CFO	1.00	$0	$0	$0
ALISON NEELEY
PO BOX 8109	LA JOLLA	CA	92038	SECRETARY	1.00	$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

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	$2,627,619	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$115,422	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,091,260	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,834,301	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$3,834,301	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$57,515	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,776,786	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$188,839	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$188,839	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,591	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,591	TotalTaxAmt
Distributable Before Adj	$183,248	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$183,248	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$183,248	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,753,340	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,753,340	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,753,340	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$183,248	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$1,962,116	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,962,116	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,753,340	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$1,091,260	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$183,248	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$478,832	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$3,532,208	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$1,091,260	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,440,948	ExcessDistriCyovToNextYrAmt
Excess From Year1	$870,856	ExcessFromYear1Amt
Excess From Current Year	$1,570,092	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	LUCILLE NEELEY	ContributingManagerNm
Contributing Manager	RONALD NEELEY	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
CHILDREN HELPING CHILDREN INT'L
1331 INDIA STREET	SAN DIEGO	CA	92101	NONE	PC	PRODUCED PROTECTIVE FACE SHIELDS FOR COVID-19 PANDEMIC	$1,000
PROJECT CONCERN INTERNATIONAL
5151 MURPHY CANYON RD SUITE 320	SAN DIEGO	CA	92123	NONE	PC	TO SUPPORT WOMEN EMPOWERED (WE) INITIATIVE	$1,000,000
PROJECT CONCERN INTERNATIONAL
5151 MURPHY CANYON RD SUITE 320	SAN DIEGO	CA	92123	NONE	PC	TO SUPPORT ADOLESCENT GIRLS PROGRAM	$500,000
SAN DIEGO FOUNDATION
2508 HISTORIC DECATUR RD STE 200	SAN DIEGO	CA	92106	NONE	PC	FUND CONTRIBUTION TO MAINTAIN ACCOUNT	$1,000	SAN DIEGO CA
SAN DIEGO HUNGER COALITION
4305 UNIVERSITY AVE	SAN DIEGO	CA	92105	NONE	PC	DEVELOPMENT OF NEW DATA SYSTEMS & FOOD NAVIGATOR PROGRAM	$125,000
SAN DIEGO HUNGER COALITION
4305 UNIVERSITY AVE	SAN DIEGO	CA	92105	NONE	PC	DEVELOPMENT OF NEW DATA SYSTEMS & FOOD NAVIGATOR PROGRAM	$125,000
THE HUNGER COALITION
121 HONEYSUCKLE STREET	BELLEVUE	ID	83313	NONE	PC	SUPPORT OF FOOD PANTRY	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,753,000	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	$23,092	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$78,880	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$189,485	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	-$87,513	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$87,513	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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LUCILLE AND RONALD NEELEY	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 371347	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	921371347	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,091,260	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	4000 SHS HOME DEPOT INC	NoncashPropertyDesc
Fair Market Value	$1,091,260	FairMarketValueAmt
Received	2020-12-17	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$19,486	Amt
Net Investment Income	$19,486	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

Field	Value	IRS element (for citing)
Election	SEE GENERAL EXPLANATION STATEMENT 10	ElectionDesc

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990PF PART XIII LINE 4C - ELECTION UNDER REG SEC 53.4942(A)-3(D)(2)	FormAndLineReferenceDesc
Medium Explanation	ELECTION UNDER REG SECTION 53.4942(A)-3(D)(2) TO TREAT EXCESS QUALIFYING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUSSTATEMENT REGARDING QUALIFYING STATUS AS A CONDUIT PRIVATE FOUNDATIONPURSUANT TO IRC SECTION 4942(H) AND TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2), THE TAXPAYER HEREBY ELECTS TO TREAT THE CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $1,091,260 AS BEING MADE OUT OF CORPUS.AS SUCH, THE TAXPAYER MEETS THE REQUIREMENTS OF IRC SECTION 170(B)(1)(A)(VII), 170(B)(1)(F)(II), AND 4942(H) IN THAT (A) THE TAXPAYER HAD NO REMAINING UNDSITRIBUTABLE INCOME FROM ANY PRIOR TAX YEAR, (B) THE TAXPAYER DISTRIBUTED ALL OF ITS DISTRIBUTABLE AMOUNT FOR 2020, SO THAT THERE WAS NO UNDISTRIBUTABLE AMOUNT FOR 2020, AND (C) THE TAXPAYER MADE QUALIFYING DISTRIBUTIONS OUT OF CORPUS IN AN AMOUNT EQUAL TO 100% OF ALL CONTRIBUTIONS RECEIVED BY THE TAXPAYER DURING 2020. THEREFORE, THE TAXPAYER IS A CONDUIT PRIVATE FOUNDATION IN 2020 AND QUALIFIES AS A 50% CHARITY.__________________________________________SIGNATURE OF FOUNDATION OFFICER	MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
CORPORATE STOCKS	FMV	$1,369,158	$1,369,158
MUTUAL FUNDS	FMV	$837,160	$837,160

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSES & FEES	$340	$0	$340
INVESTMENT FEES	$12,554	$12,554	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSSES	Desc
Amt	$64,558	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX	$1,461	$0	$0
FOREIGN TAXES PAID	$831	$831	$0