LUCILLE AND RONALD NEELEY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: LUCILLE AND RONALD NEELEY FOUNDATION (EIN 33-0386127)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-06-10
IRS object ID: 202021629349100307
Schema version: 2019v5.1
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 Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-06-10T08:31:43-05:00	ReturnTs
Tax Period End	2019-12-31	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	655 WEST BROADWAY SUITE 700	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	921018590	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-01-01	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	2020-06-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Field	Value	IRS element (for citing)
Tax	2019	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	$3,524,792	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	$6,009,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$6,289	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$4,985	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$111,128	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$111,128	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$28,219	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$14,471,427	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$9,990,506	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$546	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$546	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$6,155,182	TotalRevAndExpnssAmt
Total Net Invst Incm	$10,107,165	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	$33,901	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$33,901	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$100,912	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$933	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$14,548	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$11,818	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$360	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$149,361	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$46,652	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$360	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$5,108,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,608,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$5,257,861	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$46,652	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$7,608,860	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$897,321	ExcessRevenueOverExpensesAmt
Net Investment Income	$10,060,513	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$959,708	CashBOYAmt
Cash EOY	$65,690	CashEOYAmt
Cash EOYFMV	$65,690	CashEOYFMVAmt
Acct Rcvbl BOY	$1,397	AcctRcvblBOYAmt
Pledges Rcvbl BOY	$4,000,000	PledgesRcvblBOYAmt
Prepaid Expenses EOY	$1,451	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$1,451	PrepaidExpensesEOYFMVAmt
Other Investments BOY	$121,441	OtherInvestmentsBOYAmt
Other Investments EOY	$3,457,651	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$3,457,651	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$5,082,546	TotalAssetsBOYAmt
Total Assets EOY	$3,524,792	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,524,792	TotalAssetsEOYFMVAmt
Grants Payable BOY	$4,000,000	GrantsPayableBOYAmt
Grants Payable EOY	$1,500,000	GrantsPayableEOYAmt
Other Liabilities BOY	$8,647	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$4,008,647	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,500,000	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,073,899	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$2,024,792	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,073,899	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,024,792	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,082,546	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,524,792	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,073,899	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$897,321	ExcessRevenueOverExpensesAmt
Other Increases	$53,572	OtherIncreasesAmt
Subtotal	$2,024,792	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,024,792	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
51,500 SHARES HOME DEPOT STOCK	$10,009,907	$10,009,907	$10,009,907
WELLS FARGO #3942-8193 - ALL OTHER SECURITIES	$2,259,965	-$46	-$46	$2,260,011
WELLS FARGO #3942-3362 - ALL OTHER SECURITIES	$2,200,070	-$20,840	-$20,840	$2,220,910
CAPITAL GAINS DIVIDENDS	$1,485	$1,485	$1,485		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$9,990,506	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$5,678,402	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,259,548	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	4.508286	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,500,021	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,733,647	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.865240	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,473,776	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$593,570	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	2.482902	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,574,553	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,448,260	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	1.087203	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$3,589,371	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$3,796,207	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.945515	DistributionYr5Rt
Total Distribution	9.889146	TotalDistributionRt
Average Distribution	1.977829	AverageDistributionRt
Net Vl Noncharitable Assets	$3,007,717	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$5,948,750	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$100,605	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$6,049,355	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$7,608,860	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	$100,605	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$100,605	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$100,605	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$102,337	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$102,337	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$1,732	OverpaymentAmt
Applied To ES Tax	$1,732	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	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	$2,263,823	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$789,697	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,053,520	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$3,053,520	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$45,803	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,007,717	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$150,386	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$150,386	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$100,605	TaxBasedOnInvestmentIncomeAmt
Total Tax	$100,605	TotalTaxAmt
Distributable Before Adj	$49,781	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$49,781	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$49,781	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,608,860	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$7,608,860	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$100,605	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$7,508,255	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$49,781	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$4,365,324	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$4,365,324	TotalExcessDistributionCyovAmt
Qualifying Distributions	$7,608,860	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$7,608,860	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$0	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$49,781	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$49,781	ExcessDistributionCyovAppCYAmt
Total Corpus	$11,924,403	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	$9,962,287	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,962,116	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$1,962,116	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 (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMASE SAN DIEGO
6701 CONVOY CT	SAN DIEGO	CA	92111	NONE	PC	GENERAL SUPPORT, MUSIC & ARTS FOR INDIVIDUALS WITH SPECIAL NEEDS	$1,000
ART OF ELAN
3116 DWIGHT ST	SAN DIEGO	CA	92104	NONE	PC	GENERAL SUPPORT	$5,000
FOUNDATION OF LA JOLLA HIGH SCHOOL
750 NAUTILUS STREET	LA JOLLA	CA	92037	NONE	PC	UNDERWRITING OF SPRING FUNDRAISER	$2,500
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACE BOX 1049	NEW YORK	NY	10029	NONE	PC	SUPPORT EQUALLY BOTH THE MINIMALLY INVASIVE UROLOGIC ONCOLOGY RESEARCH & THE BLADDER CANCER CENTER OF EXCELLENCE	$50,000
LA JOLLA PLAYHOUSE
PO BOX 12039	SAN DIEGO	CA	92039	NONE	PC	GENERAL SUPPORT	$50,000
MINGEI INTERNATIONAL MUSEUM
1439 EI PRADO	SAN DIEGO	CA	92101	NONE	PC	CAPITAL CAMPAIGN TO SUPPORT CONSTRUCTION OF MULTI PURPOSE THEATRE & GARDEN COURTYARD	$5,000,000
PROJECT CONCERN INTERNATIONAL
5151 MURPHY CANYON RD SUITE 320	SAN DIEGO	CA	92123	NONE	PC	TO SUPPORT PREVENTING HUMAN TRAFFICKING PROGRAM	$500,000
PROJECT CONCERN INTERNATIONAL
5151 MURPHY CANYON RD SUITE 320	SAN DIEGO	CA	92123	NONE	PC	TO SUPPORT ADOLESCENT GIRLS PROGRAM	$1,000,000
PROJECT CONCERN INTERNATIONAL
5151 MURPHY CANYON RD SUITE 320	SAN DIEGO	CA	92123	NONE	PC	TO SUPPORT WOMEN EMPOWERED (WE) INITIATIVE	$1,000,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,608,500	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
PROJECT CONCERN INTERNATIONAL
5151 MURPHY CANYON RD SUITE 320	SAN DIEGO	CA	92123	NONE	PC	TO SUPPORT WOMEN EMPOWERED (WE) INITIATIVE	$500,000
PROJECT CONCERN INTERNATIONAL
5151 MURPHY CANYON RD SUITE 320	SAN DIEGO	CA	92123	NONE	PC	TO SUPPORT ADOLESCENT GIRLS PROGRAM	$1,000,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$1,500,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$6,289	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$111,128	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$546	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$28,219	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$146,182	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$146,182	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 (6 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
LUCILLE AND RONALD NEELEY
1	PO BOX 371347	SAN DIEGO	CA	921371347	$1,287,930	Yes (X)	Yes (X)
LUCILLE AND RONALD NEELEY
2	PO BOX 371347	SAN DIEGO	CA	921371347	$855,495	Yes (X)	Yes (X)
LUCILLE AND RONALD NEELEY
3	PO BOX 371347	SAN DIEGO	CA	921371347	$1,901,100	Yes (X)	Yes (X)
LUCILLE AND RONALD NEELEY
4	PO BOX 371347	SAN DIEGO	CA	921371347	$2,946,712	Yes (X)	Yes (X)
LUCILLE AND RONALD NEELEY
5	PO BOX 371347	SAN DIEGO	CA	921371347	$1,964,475	Yes (X)	Yes (X)
LUCILLE AND RONALD NEELEY
6	PO BOX 371347	SAN DIEGO	CA	921371347	$1,006,575	Yes (X)	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	7000 SHS HOME DEPOT INC	$1,287,930	2019-02-01
2	4500 SHS HOME DEPOT INC	$855,495	2019-03-25
3	10000 SHS HOME DEPOT INC	$1,901,100	2019-03-25
4	15000 SHS HOME DEPOT INC	$2,946,712	2019-04-03
5	10000 SHS HOME DEPOT INC	$1,964,475	2019-04-03
6	5000 SHS HOME DEPOT INC	$1,006,575	2019-05-03

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$33,901	Amt
Net Investment Income	$33,901	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

Field	Value	IRS element (for citing)
Election	SEE GENERAL EXPLANATION STATEMENT 11	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 $9,962,287 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 2019, SO THAT THERE WAS NO UNDISTRIBUTABLE AMOUNT FOR 2019, AND (C) THE TAXPAYER MADE QUALIFYING DISTRIBUTIONS OUT OF CORPUS IN AN AMOUNT EQUAL TO 100% OF ALL CONTRIBUTIONS RECEIVED BY THE TAXPAYER DURING 2019. THEREFORE, THE TAXPAYER IS A CONDUIT PRIVATE FOUNDATION IN 2019 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	$1,599,029	$1,599,029
MUTUAL FUNDS	FMV	$1,858,622	$1,858,622

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSES & FEES	$360	$0	$360
INVESTMENT FEES	$11,818	$11,818	$0
MISCELLANEOUS DEDUCTIONS	$2,370	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$546	RevenueAndExpensesPerBooksAmt
Net Investment Income	$546	NetInvestmentIncomeAmt
Adjusted Net Income	$546	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSSES	Desc
Amt	$53,572	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	EXCISE TAX	Desc
BOY Book Value	$8,647	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX	$99,979	$0	$0
FOREIGN TAXES PAID	$933	$933	$0