2018-02-12T16:03:36-06:00 2017-06-30 910189318 Moss Adams LLP 4747 Executive Drive Suite 1300 San Diego CA 92121 990 2016-07-01 300119295 Seacrest Foundation SEAC 7606320081 211 Saxony Road Encinitas CA 92024 Bradley Blose CFO 7606320081 2018-02-09 1 Patricia J Mayer P00188643 8586271400 12.129.7.100 2018-02-09 13:27:07 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 ED85290F1BF437B386438BF9C8938E630B1A2BE5 2016 2021-01-29 14:40:06Z Bradley Blose 211 Saxony Road Encinitas CA 92024 8483215 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. 20 20 0 30 0 0 493766 2516816 0 0 767615 770036 0 -104966 1261381 3181886 796991 1500024 0 0 0 0 0 0 451875 141171 662104 938162 2162128 323219 1019758 23758826 25773739 817991 189691 22940835 25584048 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 1469369 1469369 PROVIDE SUPPORTING GRANTS TO SAN DIEGO HEBREW HOMES. 30655 30655 PROVIDE SUPPORTING GRANTS TO GUARDIANS OF SAN DIEGO, INC. 1500024 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 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 20 20 1 1 0 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 Sylvia Geffen Immediate Past President 1.00 X X 0 0 0 Dina Moskowitz Secretary and Treasurer 1.00 X X 0 0 0 Dona Alpert Director 1.00 X 0 0 0 Earl Altshuler Director 1.00 X 0 0 0 Michael Berlin thru 1116 Director 1.00 X 0 0 0 Cindy Bloch Director 1.00 X 0 0 0 Devin Chodorow Director 1.00 X 0 0 0 Suzi Cohen Director 1.00 X 0 0 0 David Ellman Director 1.00 X 0 0 0 Mary Epsten Director 1.00 X 0 0 0 Esther Fischer Director 1.00 X 0 0 0 Len Gregory Director 1.00 X 0 0 0 Anne Nagorner Director 1.00 X 0 0 0 Wayne Otchis Director 1.00 X 0 0 0 Jane Ottenstein Director 1.00 X 0 0 0 Stanley Pappelbaum MD Director 1.00 X 0 0 0 Debby Cushman-Parish Director 1.00 X 0 0 0 Linda Platt Director 1.00 X 0 0 0 Shearn Platt thru 417 Director 1.00 X 0 0 0 Scott Silverman Director 1.00 X 0 0 0 Robin Weiner Director 1.00 X 0 0 0 Robert Haimsohn President 1.00 X 0 0 0 Pam Ferris President/CEO 1.00 40.00 X 0 208881 44042 Bradley Blose CFO 1.00 40.00 X 0 181599 4943 Robin Israel Chief Foundation Officer 40.00 1.00 X 0 179500 0 0 569980 48985 0 0 1 0 San Diego Hebrew Homes 211 Saxony Road Encinitas CA 92024 Philanthropic and Management 556874 1 473151 2043665 101478 2516816 619675 619675 5280426 5130065 150361 150361 150361 66298 473151 171264 -104966 -104966 3181886 0 0 665070 1500024 1500024 556875 105000 451875 1016 1016 30142 30142 69692 69692 86 86 4293 4293 2162128 1500024 210229 451875 317992 3449799 2151547 361775 272283 209470 0 0 50711 13675205 16828224 5999213 6091655 63364 61327 23758826 25773739 21000 24005 796991 0 0 117273 48413 817991 189691 X 18672618 20254237 3524362 3485256 743855 1844555 22940835 25584048 23758826 25773739 1019758 1623455 0 X 0 1 X 1 0 X 423004 814130 340949 493766 2583114 4654963 423004 814130 340949 493766 2583114 4654963 661937 3993026 470639 496163 527784 654455 619675 2768716 7423679 0.53790 0.37670 X Schedule A, Part II, Section A, Line 1 FYE 06/30/2013 - Unusual Grant $277,534 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 806682 1100700 181464 36000 7152 2045694 705356 100000 8015 -6689 806682 672822 33405 17129 18000 705356 610450 62372 672822 0.90170 0.09830 1 0 0 CORPORATE BONDS 5990460 F CORPORATE TRUSTS 101195 F 6091655 X 4906913 1623455 1623455 3283458 69692 -171264 -101572 3181886 2263700 171264 171264 2092436 69692 69692 2162128 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, 2017 and 2016. 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, 2017. 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 -171,264. Part XII, Line 2d - Other Adjustments: Special Events Expenses 171,264. Gala 539449 473151 66298 65122 21000 85142 539449 473151 66298 65122 21000 85142 171264 -104966 1 San Diego Hebrew Homes 211 Saxony Road Encinitas CA 92024 951455284 501(c)(3) 1469369 RESIDENT ASSISTANCE PROGRAM, OPERATIONS, EXPANSION GUARDIANS OF SAN DIEGO INC 211 Saxony Road encinitas CA 92024 330296029 501(c)(3) 30655 2016 GOLF & TENNIS TOURNAMENT BENEFITTING SAN DIEGO HEBREW HOMES RESIDENT ASSISTANCE PROGRAM 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 Pam Ferris President/CEO 0 208881 0 0 0 0 0 26405 0 17637 0 252923 0 0 Bradley Blose CFO 0 181599 0 0 0 0 0 4655 0 288 0 186542 0 0 Robin Israel Chief Foundation Officer 0 179500 0 0 0 0 0 0 0 0 0 179500 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, 2017. CONTRIBUTIONS OF $26,405 WERE MADE BY SAN DIEGO HEBREW HOMES. 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 4 101478 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 2 Linda and Shearn Platt have a family relationship. 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 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, SEACREST AT HOME AND GUARDIANS OF SAN DIEGO 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, JEWISH HOME CARE SERVICES, INC. DBA SEACREST AT HOME AND GUARDIANS OF SAN DIEGO'S PROGRAMS AND SERVICES. SEACREST FOUNDATION SUCCESSFULLY GENERATED APPROXIMATELY $2 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, JEWISH HOME CARE SERVICES, INC. DBA SEACREST AT HOME AND GUARDIANS OF SAN DIEGO'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 N/A 0 0 1 0 0 1 0 0 0 0 0 0 1 1 1 1 1 0 0 0 SAN DIEGO HEBREW HOMES B 1469369 CASH GUARDIANS OF SAN DIEGO B 30655 CASH SAN DIEGO HEBREW HOMES E 48431 YEAR END BALANCE SAN DIEGO HEBREW HOMES M 30000 CASH SAN DIEGO HEBREW HOMES L 744417 CASH SAN DIEGO HEBREW HOMES P 171264 CASH