2019-05-13T20:25:43-05:00 2018-06-30 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DRIVE SUITE 1300 SAN DIEGO CA 92121 990 2017-07-01 300119295 SEACREST FOUNDATION SEAC 7606320081 211 SAXONY ROAD ENCINITAS CA 92024 BRADLEY BLOSE CFO 7606320081 2019-05-13 1 PATRICIA J MAYER P00188643 8586271400 12.129.7.100 2019-05-13 19:09:50 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5AA2B9289D373ED9AECE1682C470BAAD2873C4EE 2017 2019-02-21 02:37:17Z BRADLEY BLOSE 211 SAXONY ROAD ENCINITAS CA 92024 9413692 0 X N/A X 2002 CA TO SUPPORT SAN DIEGO HEBREW HOMES, SEACREST AT HOME AND GUARDIANS OF SAN DIEGO IN ITS PROVISION OF SERVICE TO THE ELDERLY COMMUNITY OF SAN DIEGO COUNTY. 18 18 0 50 0 0 2516816 3508447 0 0 770036 1190716 -104966 -243743 3181886 4455420 1500024 1648497 0 0 0 0 0 0 502212 662104 721933 2162128 2370430 1019758 2084990 25773739 28341385 189691 180183 25584048 28161202 TO SUPPORT SAN DIEGO HEBREW HOMES, SEACREST AT HOME AND GUARDIANS OF SAN DIEGO IN ITS PROVISION OF SERVICE TO THE ELDERLY COMMUNITY OF SAN DIEGO COUNTY. 0 0 1596158 1596158 0 PROVIDE SUPPORTING GRANTS TO SAN DIEGO HEBREW HOMES. 52339 52339 0 PROVIDE SUPPORTING GRANTS TO JEWISH HOME CARE SERVICES, INC. 1648497 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 1 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X BRADLEY BOSE 7606320081 211 SAXONY ROAD ENCINITAS CA 92024 ANNE NAGORNER DIRECTOR 1.00 X 0 0 0 CINDY BLOCH DIRECTOR 1.00 X 0 0 0 DAVID ELLMAN DIRECTOR 1.00 X 0 0 0 DEBBY CUSHMAN-PARISH DIRECTOR 1.00 X 0 0 0 DEVIN CHODOROW TREASURER 1.00 X 0 0 0 DINA MOSKOWITZ THRU 5118 SECRETARY AND TREASURER 1.00 X 0 0 0 DONA ALPERT SECRETARY 1.00 X 0 0 0 EARL ALTSHULER DIRECTOR 1.00 X 0 0 0 ESTHER FISCHER DIRECTOR 1.00 X 0 0 0 JANE OTTENSTEIN DIRECTOR 1.00 X 0 0 0 JON HALBERG DIRECTOR 1.00 X 0 0 0 LINDA PLATT DIRECTOR 1.00 X 0 0 0 MARY EPSTEN DIRECTOR 1.00 X 0 0 0 ROBERT HAIMSOHN PRESIDENT 1.00 X X 0 0 0 SCOTT SILVERMAN THRU 63018 DIRECTOR 1.00 X 0 0 0 STANLEY PAPPELBAUM MD DIRECTOR 1.00 X 0 0 0 SUZI COHEN DIRECTOR 1.00 X 0 0 0 SYLVIA GEFFEN THRU 63018 IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 WAYNE OTCHIS DIRECTOR 1.00 X 0 0 0 BRADLEY BLOSE CFO 1.00 40.00 X 0 178556 5879 PAM FERRIS PRESIDENT/CEO 1.00 40.00 X 0 280534 79370 ROBIN ISRAEL CHIEF FOUNDATION OFFICER 1.00 40.00 X 0 181681 720 0 640771 85969 0 0 1 0 SAN DIEGO HEBREW HOMES 211 SAXONY ROAD ENCINITAS CA 92024 PHILANTHROPIC AND MANAGEMENT 594275 1 2057610 1450837 718645 3508447 757423 757423 5064377 4631084 433293 433293 433293 83445 2057610 327188 -243743 -243743 4455420 0 0 946973 1648497 1648497 594275 105000 489275 2845 2845 24000 24000 82763 82763 5113 5113 12937 12937 2370430 1648497 219721 502212 317992 863909 2151547 1778729 272283 692136 50711 47885 16828224 18886049 6091655 6011838 61327 60839 25773739 28341385 24005 18000 117273 47777 48413 114406 189691 180183 X 20254237 21123435 3485256 4588703 1844555 2449064 25584048 28161202 25773739 28341385 2084990 492164 0 X 0 1 X 1 0 X 814130 340949 493766 2583114 3508446 7740405 814130 340949 493766 2583114 3508446 7740405 899675 6840730 496163 527784 654455 619675 757423 3055500 10795905 0.63360 0.53790 X 2045694 604509 156910 12938 2794175 806682 1100700 181464 36000 7152 2045694 705356 100000 8015 -6689 820060 672822 33405 17129 18000 705356 610450 62372 672822 0.00000 0.87650 0.12350 1 0 0 CORPORATE BONDS 5969447 F CORPORATE TRUSTS 42391 F 6011838 DUE TO SAN DIEGO HEBREW HOMES 114406 114406 X 5192009 492164 492164 4699845 82763 -327188 -244425 4455420 2614855 327188 327188 2287667 82763 82763 2370430 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, 2018 AND 2017. 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, 2018. THE FOUNDATION FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE UNITED STATES AND VARIOUS STATE AND LOCAL JURISDICTIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES -327,188. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 327,188. GALA 1973819 1917119 56700 105954 19922 150246 GOLF & TENNIS 167236 140491 26745 8917 10000 22414 9735 2141055 2057610 83445 8917 10000 128368 19922 159981 327188 -243743 1 SAN DIEGO HEBREW HOMES 211 SAXONY ROAD ENCINITAS CA 92103 951455284 501(C)(3) 1596158 RESIDENT ASSISTANCE PROGRAM, OPERATIONS, EXPANSION JEWISH HOME CARE SERVICES INC 211 SAXONY ROAD ENCINITAS CA 92103 330352393 501(C)(3) 52339 CLIENT FINANCIAL ASSISTANCE, OPERATIONS 2 0 PART I, LINE 2: 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. 0 1 0 0 0 0 0 0 0 BRADLEY BLOSE CFO 0 178556 0 0 0 0 0 0 0 5879 0 184435 0 0 PAM FERRIS PRESIDENT/CEO 0 280534 0 0 0 0 0 32594 0 46776 0 359904 0 0 ROBIN ISRAEL CHIEF FOUNDATION OFFICER 0 181681 0 0 0 0 0 0 0 720 0 182401 0 0 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, 2018. CONTRIBUTIONS OF $32,594 WERE MADE BY SAN DIEGO HEBREW HOMES FOR THE 2017 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. X 3 718645 FMV OF DONATED SHARES 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION'S BROKERAGE FIRM SELLS THE PUBLICLY TRADED SECURITIES. FORM 990, PART VI, SECTION A, LINE 3 SEACREST FOUNDATION CONTRACTED WITH SAN DIEGO HEBREW HOMES TO PROVIDE PHILANTHROPIC AND MANAGEMENT SERVICES, EFFECTIVE JULY 1, 2016. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED THE FOLLOWING ARTICLES IN ITS BYLAWS ON JANUARY 16, 2018: -AMENDED ARTICLE 4.3.1 EX-OFFICIO DIRECTORS -AMENDED ARTICLE 4.4 VACANCIES -ADDED ARTICLE 6.3 AUDIT COMMITTEE -AMENDED ARTICLE 7.7 SPENDING GUIDELINES 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). A COPY IS THEN FORWARDED TO ALL BOARD MEMBERS PRIOR TO IRS FILING. 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. 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 SAN DIEGO HEBREW HOMES CA 501(C)(3) LINE 12A, I SEACREST FOUNDATION 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 1 1 0 0 0