SEACREST FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SEACREST FOUNDATION (EIN 30-0119295)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-29
- IRS object ID
- 202041509349301464
- Schema version
- 2018v3.1
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-29T18:19:44-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 EXECUTIVE DR SUITE 1300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300119295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEACREST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEAC | BusinessNameControlTxt |
| Phone | 7606320081 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SAXONY ROAD | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY BLOSE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7606320081 | PhoneNum |
| Signature | 2020-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA J MAYER | PreparerPersonNm |
| PTIN | P00188643 | PTIN |
| Phone | 8586271400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.90.17.200 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-27 | IPDt |
| IP Tm | 19:30:35 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 45A0DEE88EBA5BC01B2D6E064F66B43F0304238A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRADLEY BLOSE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SAXONY ROAD | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,703,343 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT SAN DIEGO HEBREW HOMES AND JEWISH HOME CARE SERVICES, INC. IN ITS PROVISION OF SERVICES TO THE ELDERLY COMMUNITY OF SAN DIEGO COUNTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,508,447 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,118,888 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,190,716 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,139,624 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$243,743 | PYOtherRevenueAmt |
| CY Other Revenue | -$60,974 | CYOtherRevenueAmt |
| PY Total Revenue | $4,455,420 | PYTotalRevenueAmt |
| CY Total Revenue | $5,197,538 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,648,497 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,824,461 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $489,036 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $721,933 | PYOtherExpensesAmt |
| CY Other Expenses | $716,354 | CYOtherExpensesAmt |
| PY Total Expenses | $2,370,430 | PYTotalExpensesAmt |
| CY Total Expenses | $2,540,815 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,084,990 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,656,723 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,341,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,646,568 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $180,183 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $201,793 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,161,202 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,444,775 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT SAN DIEGO HEBREW HOMES AND JEWISH HOME CARE SERVICES, INC. IN ITS PROVISION OF SERVICES TO THE ELDERLY COMMUNITY OF SAN DIEGO COUNTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,599,732 | ExpenseAmt |
| Grant | $1,599,732 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PROVIDE SUPPORTING GRANTS TO SAN DIEGO HEBREW HOMES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $224,729 | ExpenseAmt |
| Grant | $224,729 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PROVIDE SUPPORTING GRANTS TO JEWISH HOME CARE SERVICES, INC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,824,461 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY BOSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7606320081 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SAXONY ROAD | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| ANNE NAGORNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY BLOCH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ELLMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBBY CUSHMAN-PARISH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEVIN CHODOROW | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DONA ALPERT PHD | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| EARL ALTSHULER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ESTHER FISCHER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE OTTENSTEIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY LIPINSKY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JON HALBERG THRU 63019 | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |
| LINDA PLATT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY EPSTEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MITCH SUROWITZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HAIMSOHN | |||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | 2.00 |
| SHEILA LIPINSKY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STANLEY PAPPELBAUM MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZI COHEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE OTCHIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRADLEY BLOSE | |||||||
| CFO | 1.00 | $0 | $177,145 | $6,401 | Yes (X) | 40.00 | |
| PAM FERRIS | |||||||
| PRESIDENT/CEO | 1.00 | $0 | $311,774 | $75,953 | Yes (X) | 41.00 | |
| ROBIN ISRAEL | |||||||
| CHIEF FOUNDATION OFFICER | 1.00 | $0 | $171,019 | $720 | Yes (X) | 40.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $659,938 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $83,074 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO HEBREW HOMES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SAXONY ROAD | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PHILANTHROPIC AND MANAGEMENT | ServicesDesc |
| Compensation | $594,037 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $355,801 | FundraisingAmt |
| Related Organizations | $65,000 | RelatedOrganizationsAmt |
| All Other Contributions | $3,698,087 | AllOtherContributionsAmt |
| Noncash Contributions | $713,193 | NoncashContributionsAmt |
| Total Contributions | $4,118,888 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $715,324 | TotalRevenueColumnAmt |
| Exclusion | $715,324 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,841,706 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,417,406 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $424,300 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $424,300 | TotalRevenueColumnAmt |
| Exclusion | $424,300 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $27,425 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $355,801 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $88,399 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$60,974 | TotalRevenueColumnAmt |
| Exclusion | -$60,974 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,197,538 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,078,650 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,824,461 | TotalAmt |
| Program Services | $1,824,461 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,036 | TotalAmt |
| Management And General | $105,000 | ManagementAndGeneralAmt |
| Fundraising | $489,036 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $639 | TotalAmt |
| Management And General | $639 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,503 | TotalAmt |
| Management And General | $28,503 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,176 | TotalAmt |
| Management And General | $93,176 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,540,815 | TotalAmt |
| Program Services | $1,824,461 | ProgramServicesAmt |
| Management And General | $227,318 | ManagementAndGeneralAmt |
| Fundraising | $489,036 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $863,909 | BOYAmt |
| EOY | $513,557 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,778,729 | BOYAmt |
| EOY | $2,151,108 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,136 | BOYAmt |
| EOY | $501,959 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,885 | BOYAmt |
| EOY | $79,522 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,886,049 | BOYAmt |
| EOY | $21,463,765 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,011,838 | BOYAmt |
| EOY | $6,888,893 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,839 | BOYAmt |
| EOY | $47,764 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,341,385 | BOYAmt |
| EOY | $31,646,568 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,000 | BOYAmt |
| EOY | $19,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,777 | BOYAmt |
| EOY | $147,710 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,406 | BOYAmt |
| EOY | $35,083 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,183 | BOYAmt |
| EOY | $201,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,123,435 | BOYAmt |
| EOY | $22,001,337 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,588,703 | BOYAmt |
| EOY | $6,242,606 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,449,064 | BOYAmt |
| EOY | $3,200,832 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,161,202 | BOYAmt |
| EOY | $31,444,775 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,341,385 | BOYAmt |
| EOY | $31,646,568 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,656,723 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $626,850 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $340,949 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $493,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,583,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,508,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,118,888 | CurrentTaxYearAmt |
| Total | $11,045,163 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $340,949 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $493,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,583,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,508,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,118,888 | CurrentTaxYearAmt |
| Total | $11,045,163 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,044,382 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,000,781 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $527,784 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $654,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $619,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $757,423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $715,324 | CurrentTaxYearAmt |
| Total | $3,274,661 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,319,824 | TotalSupportAmt |
| Public Support CY170 | 0.62860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,794,175 | BeginningYearBalanceAmt |
| Contributions | $751,766 | ContributionsAmt |
| Investment Earnings Or Losses | $190,047 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $16,981 | AdministrativeExpensesAmt |
| End Year Balance | $3,719,007 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,045,694 | BeginningYearBalanceAmt |
| Contributions | $604,509 | ContributionsAmt |
| Investment Earnings Or Losses | $156,910 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $12,938 | AdministrativeExpensesAmt |
| End Year Balance | $2,794,175 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $806,682 | BeginningYearBalanceAmt |
| Contributions | $1,100,700 | ContributionsAmt |
| Investment Earnings Or Losses | $181,464 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $36,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,152 | AdministrativeExpensesAmt |
| End Year Balance | $2,045,694 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $705,356 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $8,015 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$6,689 | GrantsOrScholarshipsAmt |
| End Year Balance | $820,060 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $672,822 | BeginningYearBalanceAmt |
| Contributions | $33,405 | ContributionsAmt |
| Investment Earnings Or Losses | $17,129 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $705,356 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORPORATE BONDS | Desc |
| Book Value | $6,888,893 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,888,893 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO SAN DIEGO HEBREW HOMES | Desc |
| Amt | $35,083 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $35,083 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,731,212 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $626,850 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $626,850 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,104,362 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $93,176 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $93,176 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,197,538 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,447,639 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,447,639 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $93,176 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $93,176 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,540,815 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE SUPPORT TO THE SAN DIEGO HEBREW HOMES' RESIDENT ASSISTANCE PROGRAM. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION MAY BE SUBJECT TO TAX ON INCOME WHICH IS NOT RELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION REPORTED NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2019 AND 2018. THE FOUNDATION FOLLOWS ACCOUNTING STANDARDS RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THESE STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON THE INCOME TAX RETURNS. THE FOUNDATION WILL RECORD A LIABILITY FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WOULD NOT BE SUSTAINED IF EXAMINED BY THE TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2019. THE FOUNDATION FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE UNITED STATES AND VARIOUS STATE AND LOCAL JURISDICTIONS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $174,430 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $147,005 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $27,425 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $8,142 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $23,854 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $19,618 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $11,492 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF & TENNIS | Event2Nm |
| Gross Receipts Event2 | $208,796 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $208,796 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $25,293 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $383,226 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $355,801 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $27,425 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $8,142 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $23,854 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $19,618 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $36,785 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $88,399 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$60,974 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SAN DIEGO HEBREW HOMES | |||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92103 | 951455284 | 501(C)(3) | $1,599,732 | RESIDENT ASSISTANCE PROGRAM, OPERATIONS, EXPANSION |
| JEWISH HOME CARE SERVICES INC | |||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92103 | 330352393 | 501(C)(3) | $224,729 | CLIENT FINANCIAL ASSISTANCE, OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANT REQUESTS RECEIVED BY THE ORGANIZATION ARE REVIEWED BY THE GRANTS COMMITTEE. THE GRANTS COMMITTEE WILL PRESENT TO THE BOARD THOSE GRANT REQUESTS IN COMPLIANCE WITH THE ORGANIZATION'S PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRADLEY BLOSE | ||||||||||||||
| CFO | $0 | $177,145 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,401 | $0 | $183,546 | $0 | $0 |
| PAM FERRIS | ||||||||||||||
| PRESIDENT/CEO | $0 | $311,774 | $0 | $0 | $0 | $0 | $0 | $33,287 | $0 | $42,666 | $0 | $387,727 | $0 | $0 |
| ROBIN ISRAEL | ||||||||||||||
| CHIEF FOUNDATION OFFICER | $0 | $171,019 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $720 | $0 | $171,739 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | RELATED ORGANIZATION SAN DIEGO HEBREW HOMES' PRESIDENT/CEO PAM FERRIS PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN DURING TAX YEAR ENDED JUNE 30, 2019. CONTRIBUTIONS OF $33,287 WERE MADE BY SAN DIEGO HEBREW HOMES FOR THE 2018 CALENDAR YEAR. |
| PART I, LINE 3 | SEACREST FOUNDATION DOES NOT HAVE ANY PAID EMPLOYEES. SAN DIEGO HEBREW HOMES, A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES AND HAS A FORMAL COMPENSATION REVIEW POLICY. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $713,193 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV OF DONATED SHARES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S BROKERAGE FIRM SELLS THE PUBLICLY TRADED SECURITIES. ALL OTHER NON-CASH RECEIPTS (AUTOS, ART) ARE SOLD VIA A THIRD PARTY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JEFFREY AND SHEILA LIPINSKY HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 3 | EMPLOYEES OF SAN DIEGO HEBREW HOMES PERFORM FUNDRAISING AND MANAGEMENT ACTIVITIES FOR SEACREST FOUNDATION, UNDER CONTRACT. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED IN DETAIL BY THE CFO, A CPA, OF SAN DIEGO HEBREW HOMES (RELATED ENTITY). |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED ANNUALLY TO COMPLETE A CONFLICT OF INTEREST FORM. THE CHIEF FOUNDAITON OFFICER IS RESPONSIBLE FOR ALERTING THE BOARD CHAIR AS TO ANY POSSIBLE CONFLICTS. IF ANY PERSON HAS A CONFLICT OF THEY ARE NOT ALLOWED TO VOTE ON THE TRANSACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FORM 990, FORM 1023 AND AUDITED FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE AT THE ORGANIZATION'S OFFICE DURING NORMAL BUSINESS HOURS. THE CONFLICT OF INTEREST DOCUMENTS ARE PUBLICLY AVAILABLE AT THE ORGANIZATION'S OFFICE DURING NORMAL BUSINESS HOURS. |
| OTHER INFORMATION: | SEACREST FOUNDATION'S MISSION IS TO SUPPORT SAN DIEGO HEBREW HOMES AND JEWISH HOME CARE SERVICES, INC. IN ITS PROVISION OF SERVICE TO THE ELDERLY COMMUNITY OF SAN DIEGO COUNTY. SEACREST FOUNDATION OPERATIONS ARE SOLELY FOCUSED ON RAISING MONEY, REVIEWING INVESTMENT PERFORMANCE AND PROMOTING AWARENESS OF SAN DIEGO HEBREW HOMES AND JEWISH HOME CARE SERVICES, INC. DBA SEACREST AT HOME'S PROGRAMS AND SERVICES. SEACREST FOUNDATION SUCCESSFULLY GENERATED OVER $5 MILLION FROM CONTRIBUTIONS AND INVESTMENT INCOME. SEACREST FOUNDATION'S SUCCESSFUL FUNDRAISING EFFORTS, MINDFUL FIDUCIARY MANAGEMENT AND THOUGHTFUL GRANT AWARDS ARE SIGNIFICANT TO SAN DIEGO HEBREW HOMES AND JEWISH HOME CARE SERVICES, INC. DBA SEACREST AT HOME'S FINANCIAL AND PROGRAMMATIC PERFORMANCES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SAN DIEGO HEBREW HOMES | |||||||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | 951455284 | PROVIDES SENIOR HEALTH CARE AND HOUSING TO SAN DIEGO ELDERLY | CA | 501(C)(3) | LINE 10 | N/A | 0 | |
| JEWISH HOME CARE SERVICES INC | |||||||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | 330352393 | PROVIDES PERSONAL CARE SERVICES TO SAN DIEGO COUNTY | CA | 501(C)(3) | LINE 10 | N/A | 0 | |
| GUARDIANS OF SAN DIEGO | |||||||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | 330296029 | SUPPORTING ORG OF SEACREST FOUNDATION | CA | 501(C)(3) | LINE 12A, I | Yes (1) | SEACREST FOUNDATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUARDIANS OF SAN DIEGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $65,000 | InvolvedAmt |
| Method Of Amount Determination | BOOK VALUE | MethodOfAmountDeterminationTxt |
Comments