2020-06-10T08:31:43-05:00 2019-12-31 861065772 DELOITTE TAX LLP 655 WEST BROADWAY SUITE 700 SAN DIEGO CA 921018590 990PF 2019-01-01 330386127 LUCILLE AND RONALD NEELEY FOUNDATION LUCI 8587559933 PO BOX 371347 SAN DIEGO CA 921371347 LUCILLE NEELEY PRESIDENT 8587559933 2020-06-09 1 JULIE KEENEY P00649556 6192326500 2019 2022-09-23 18:48:47Z X 3524792 X 6009000 6289 4985 111128 111128 28219 14471427 9990506 546 546 6155182 10107165 0 0 0 33901 33901 0 100912 933 0 14548 11818 360 149361 46652 360 5108500 7608500 5257861 46652 7608860 897321 10060513 959708 65690 65690 1397 4000000 1451 1451 121441 3457651 3457651 5082546 3524792 3524792 4000000 1500000 8647 0 4008647 1500000 X 1073899 2024792 1073899 2024792 5082546 3524792 1073899 897321 53572 2024792 0 2024792 51,500 SHARES HOME DEPOT STOCK 10009907 10009907 10009907 WELLS FARGO #3942-8193 - ALL OTHER SECURITIES 2259965 2260011 -46 -46 WELLS FARGO #3942-3362 - ALL OTHER SECURITIES 2200070 2220910 -20840 -20840 CAPITAL GAINS DIVIDENDS P 1485 1485 1485 9990506 0 5678402 1259548 4.508286 1500021 1733647 0.865240 1473776 593570 2.482902 1574553 1448260 1.087203 3589371 3796207 0.945515 9.889146 1.977829 3007717 5948750 100605 6049355 7608860 X 100605 0 100605 0 100605 102337 0 0 102337 X 0 1732 1732 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A COLLEEN LILLY 6197570072 PO BOX 371347 SAN DIEGO CA 92137 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 2263823 789697 0 3053520 0 0 3053520 45803 3007717 150386 150386 100605 100605 49781 0 49781 0 49781 7608860 0 7608860 100605 7508255 49781 0 0 4365324 4365324 7608860 0 0 7608860 0 0 49781 49781 11924403 0 0 0 0 0 9962287 0 1962116 1962116 LUCILLE NEELEY RONALD NEELEY X AMASE SAN DIEGO 6701 CONVOY CT SAN DIEGO CA 92111 NONE PC GENERAL SUPPORT, MUSIC & ARTS FOR INDIVIDUALS WITH SPECIAL NEEDS 1000 ART OF ELAN 3116 DWIGHT ST SAN DIEGO CA 92104 NONE PC GENERAL SUPPORT 5000 FOUNDATION OF LA JOLLA HIGH SCHOOL 750 NAUTILUS STREET LA JOLLA CA 92037 NONE PC UNDERWRITING OF SPRING FUNDRAISER 2500 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 50000 LA JOLLA PLAYHOUSE PO BOX 12039 SAN DIEGO CA 92039 NONE PC GENERAL SUPPORT 50000 MINGEI INTERNATIONAL MUSEUM 1439 EI PRADO SAN DIEGO CA 92101 NONE PC CAPITAL CAMPAIGN TO SUPPORT CONSTRUCTION OF MULTI PURPOSE THEATRE & GARDEN COURTYARD 5000000 PROJECT CONCERN INTERNATIONAL 5151 MURPHY CANYON RD SUITE 320 SAN DIEGO CA 92123 NONE PC TO SUPPORT PREVENTING HUMAN TRAFFICKING PROGRAM 500000 PROJECT CONCERN INTERNATIONAL 5151 MURPHY CANYON RD SUITE 320 SAN DIEGO CA 92123 NONE PC TO SUPPORT ADOLESCENT GIRLS PROGRAM 1000000 PROJECT CONCERN INTERNATIONAL 5151 MURPHY CANYON RD SUITE 320 SAN DIEGO CA 92123 NONE PC TO SUPPORT WOMEN EMPOWERED (WE) INITIATIVE 1000000 7608500 PROJECT CONCERN INTERNATIONAL 5151 MURPHY CANYON RD SUITE 320 SAN DIEGO CA 92123 NONE PC TO SUPPORT WOMEN EMPOWERED (WE) INITIATIVE 500000 PROJECT CONCERN INTERNATIONAL 5151 MURPHY CANYON RD SUITE 320 SAN DIEGO CA 92123 NONE PC TO SUPPORT ADOLESCENT GIRLS PROGRAM 1000000 1500000 14 6289 14 111128 18 546 18 28219 0 146182 0 146182 0 0 0 0 0 0 0 0 0 0 X X 1 LUCILLE AND RONALD NEELEY PO BOX 371347 SAN DIEGO CA 921371347 1287930 X X 2 LUCILLE AND RONALD NEELEY PO BOX 371347 SAN DIEGO CA 921371347 855495 X X 3 LUCILLE AND RONALD NEELEY PO BOX 371347 SAN DIEGO CA 921371347 1901100 X X 4 LUCILLE AND RONALD NEELEY PO BOX 371347 SAN DIEGO CA 921371347 2946712 X X 5 LUCILLE AND RONALD NEELEY PO BOX 371347 SAN DIEGO CA 921371347 1964475 X X 6 LUCILLE AND RONALD NEELEY PO BOX 371347 SAN DIEGO CA 921371347 1006575 X X 1 7000 SHS HOME DEPOT INC 1287930 2019-02-01 2 4500 SHS HOME DEPOT INC 855495 2019-03-25 3 10000 SHS HOME DEPOT INC 1901100 2019-03-25 4 15000 SHS HOME DEPOT INC 2946712 2019-04-03 5 10000 SHS HOME DEPOT INC 1964475 2019-04-03 6 5000 SHS HOME DEPOT INC 1006575 2019-05-03 ACCOUNTING FEES 33901 33901 0 SEE GENERAL EXPLANATION STATEMENT 11 FORM 990PF PART XIII LINE 4C - ELECTION UNDER REG SEC 53.4942(A)-3(D)(2) 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 CORPORATE STOCKS FMV 1599029 1599029 MUTUAL FUNDS FMV 1858622 1858622 LICENSES & FEES 360 0 360 INVESTMENT FEES 11818 11818 0 MISCELLANEOUS DEDUCTIONS 2370 0 0 OTHER INCOME 546 546 546 UNREALIZED LOSSES 53572 EXCISE TAX 8647 0 EXCISE TAX 99979 0 0 FOREIGN TAXES PAID 933 933 0