SEACREST FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SEACREST FOUNDATION (EIN 30-0119295)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-04-10
IRS object ID
201721009349301317
Schema version
2015v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-04-10T20:30:38-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Moss Adams LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14747 Executive Drive Suite 1300AddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92121ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300119295EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Seacrest FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSEACBusinessNameControlTxt
Phone7606320081PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1211 Saxony RoadAddressLine1Txt
CityEncinitasCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRADLEY BLOSEPersonNm
Person TitleCFOPersonTitleTxt
Phone7606320081PhoneNum
Signature2017-04-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPatricia J MayerPreparerPersonNm
PTINP00188643PTIN
Phone8586271400PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBradley BlosePrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1211 Saxony RoadAddressLine1Txt
CityEncinitasCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92024ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,424,403GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addressn/aWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO 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.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$340,949PYContributionsGrantsAmt
CY Contributions Grants$493,766CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,693,302PYInvestmentIncomeAmt
CY Investment Income$767,615CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,034,251PYTotalRevenueAmt
CY Total Revenue$1,261,381CYTotalRevenueAmt
PY Grants And Similar Paid$312,300PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$796,991CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$154,580PYOtherExpensesAmt
CY Other Expenses$141,171CYOtherExpensesAmt
PY Total Expenses$466,880PYTotalExpensesAmt
CY Total Expenses$938,162CYTotalExpensesAmt
PY Revenues Less Expenses$1,567,371PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$323,219CYRevenuesLessExpensesAmt
Total Assets BOY$22,951,905TotalAssetsBOYAmt
Total Assets EOY$23,758,826TotalAssetsEOYAmt
Total Liabilities BOY$19,200TotalLiabilitiesBOYAmt
Total Liabilities EOY$817,991TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$22,932,705NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$22,940,835NetAssetsOrFundBalancesEOYAmt
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$786,991ExpenseAmt
Grant$786,991GrantAmt
DescPROVIDE SUPPORTING GRANTS TO SAN DIEGO HEBREW HOMES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$10,000ExpenseAmt
Grant$10,000GrantAmt
DescPROVIDE SUPPORTING GRANTS TO JEWISH HOME CARE SERVICES, INC. DBA SEACREST AT HOME.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$796,991TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bradley BoseBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7606320081PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1211 Saxony RoadAddressLine1Txt
CityEncinitasCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92024ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
David Ellman
Director1.00Yes (X)$0$0$0
Dina Moskowitz
Secretary1.00Yes (X)$0$0$0Yes (X)
EVAN STONE THRU 6616
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
FRANK GOLDBERG THRU 13116
DIRECTOR1.00Yes (X)$0$0$0
Len Gregory
Director1.00Yes (X)$0$0$0
Michael Berlin
Treasurer1.00Yes (X)$0$0$0Yes (X)
Robin Weiner
Director1.00Yes (X)$0$0$0
Sylvia Geffen
Chair1.00Yes (X)$0$0$0Yes (X)
BRADLEY BLOSE
CFO1.00$0$181,659$10,436Yes (X)40.00
Pam Ferris
President/CEO1.00$0$211,338$53,372Yes (X)40.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$392,997TotReportableCompRltdOrgAmt
Total Other Compensation$63,808TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$493,766AllOtherContributionsAmt
Noncash Contributions$101,804NoncashContributionsAmt
Total Contributions$493,766TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$654,455TotalRevenueColumnAmt
Exclusion$654,455ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,276,182SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,163,022SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$113,160SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$113,160TotalRevenueColumnAmt
Exclusion$113,160ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,261,381TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$767,615ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$796,991TotalAmt
Program Services$796,991ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Management And General$30,000ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$14,310TotalAmt
Management And General$14,310ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,350TotalAmt
Management And General$21,350ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$68,590TotalAmt
Management And General$68,590ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,390TotalAmt
Management And General$3,390ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,531TotalAmt
Management And General$3,531ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$938,162TotalAmt
Program Services$796,991ProgramServicesAmt
Management And General$141,171ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,673,392BOYAmt
EOY$3,449,799EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$438,171BOYAmt
EOY$361,775EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$79,051BOYAmt
EOY$209,470EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,342,551BOYAmt
EOY$13,675,205EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$6,362,259BOYAmt
EOY$5,999,213EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$56,481BOYAmt
EOY$63,364EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,951,905BOYAmt
EOY$23,758,826EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,200BOYAmt
EOY$21,000EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
EOY$796,991EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$19,200BOYAmt
EOY$817,991EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,369,278BOYAmt
EOY$18,672,618EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,919,572BOYAmt
EOY$3,524,362EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$643,855BOYAmt
EOY$743,855EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,932,705BOYAmt
EOY$22,940,835EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,951,905BOYAmt
EOY$23,758,826EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$323,219ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$315,089NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,917,771CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$423,004CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$814,130CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$340,949CurrentTaxYearMinus1YearAmt
Current Tax Year$493,766CurrentTaxYearAmt
Total$3,989,620TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,917,771CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$423,004CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$814,130CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$340,949CurrentTaxYearMinus1YearAmt
Current Tax Year$493,766CurrentTaxYearAmt
Total$3,989,620TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,487,134SubstantialContributorsTotAmt
Public Support Total170$2,502,486PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$504,201CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$470,639CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$496,163CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$527,784CurrentTaxYearMinus1YearAmt
Current Tax Year$654,455CurrentTaxYearAmt
Total$2,653,242TotalAmt
FieldValueIRS element (for citing)
Total Support$6,642,862TotalSupportAmt
Public Support CY1700.37670PublicSupportCY170Pct
Public Support PY1700.48450PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part II, Section A, Line 1FYE 06/30/2013 - Unusual Grant $277,534
Schedule A, Part ISEACREST FOUNDATION IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS A SUPPORTING ORGANIZATION UNDER 509(A)(3). THE ORGANIZATION MEETS THE PUBLIC SUPPPORT TEST UNDER 509(A)(1) FOR THE CURRENT YEAR THEREFORE WE ARE REPORTING AS SUCH ON THE CURRENT YEAR TAX RETURN. THE ORGANIZATION MET THE 509(A)(1) PUBLIC SUPPORT TEST FOR THE PRIOR YEAR AS WELL. THE ORGANIZATION'S BY-LAWS WERE AMENDED IN APRIL 2016 TO REFLECT JEWISH HOME CARE SERVICES, INC. (EIN: 33-0352393) AND GUARDIANS OF SAN DIEGO, INC. (EIN: 33-0296029) IN ADDITION TO SAN DIEGO HEBREW HOMES (EIN: 95-1455284) AS SUPPORTED ORGANIZATIONS WHICH ARE LISTED ON SCHEDULE O AND SCHEDULE R.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$705,356BeginningYearBalanceAmt
Contributions$100,000ContributionsAmt
Investment Earnings Or Losses$8,015InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,689GrantsOrScholarshipsAmt
End Year Balance$806,682EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$672,822BeginningYearBalanceAmt
Contributions$33,405ContributionsAmt
Investment Earnings Or Losses$17,129InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,000GrantsOrScholarshipsAmt
End Year Balance$705,356EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$610,450ContributionsAmt
Investment Earnings Or Losses$62,372InvestmentEarningsOrLossesAmt
End Year Balance$672,822EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.92220PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.07780TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CORPORATE BONDS$5,823,900F
CORPORATE TRUSTS$175,313F
FieldValueIRS element (for citing)
Total Book Value Securities$5,999,213TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$877,702TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$315,089NetUnrealizedGainsInvstAmt
Revenue Not Reported-$315,089RevenueNotReportedAmt
Revenue Subtotal$1,192,791RevenueSubtotalAmt
Investment Expenses Not Incld$68,590InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$68,590RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,261,381TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$869,572TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$869,572ExpensesSubtotalAmt
Investment Expenses Not Incld2$68,590InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$68,590ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$938,162TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:FOR THE SAN DIEGO HEBREW HOMES' RESIDENT ASSISTANCE FUND.
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 YEAR ENDED JUNE 30, 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, 2016. THE FOUNDATION FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE UNITED STATES AND VARIOUS STATE AND LOCAL JURISDICTIONS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
San Diego Hebrew Homes
211 Saxony RoadEncinitasCA92024951455284501(c)(3)$786,991Skilled Nursing Building Refurbishment
Jewish Home Care Services Inc
211 Saxony RoadencinitasCA92024330352393501(c)(3)$10,000Support for financial assistance program
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationALL GRANTS ARE GIVEN TO RELATED CHARITY. NO OTHER GRANTS GIVEN OUT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BRADLEY BLOSE
CFO$0$181,659$0$0$0$0$0$5,398$0$5,038$0$192,095$0$0
Pam Ferris
President/CEO$0$211,338$0$0$0$0$0$36,264$0$17,108$0$264,710$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 4bRELATED ORGANIZATION SAN DIEGO HEBREW HOMES'S PRESIDENT/CEO PAM FERRIS PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN DURING TAX YEAR ENDED JUNE 30, 2016. CONTRIBUTIONS OF $28,467 WERE MADE BY SAN DIEGO HEBREW HOMES.
PART I, LINE 3SEACREST 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$101,804NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV OF DONATED SHARESMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 32b:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION'S BROKERAGE FIRM SELLS THE PUBLICLY TRADED SECURITIES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 4The Foundation amended its by-laws to reflect number of trustees and to reflect Jewish Home Care Services, Inc. (EIN:33-0352393) and Guardians of San Diego, Inc. (EIN: 33-0296029) as supported organizations.
Form 990, Part VI, Section B, line 11The 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 12cBOARD MEMBERS ARE REQUIRED ANNUALLY TO COMPLETE A CONFLICT OF INTEREST FORM. THE CHIEF FOUNDATION OFFICER IS RESPONSIBLE FOR ALERTING THE BOARD CHAIR AS TO ANY POSSIBLE CONFLICTS. IF ANY PERSON HAS A CONFLICT THEY ARE NOT ALLOWED TO VOTE ON THE TRANSACTION.
Form 990, Part VI, Section C, line 19THE 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
San Diego Hebrew Homes
211 Saxony RoadEncinitasCA92024951455284Provides senior health care and housing to San Diego elderlyCA501(c)(3)Line 9N/A0
Jewish Home Care Services Inc
211 Saxony RoadEncinitasCA92024330352393Provides personal care services to San Diego CountyCA501(c)(3)Line 9N/A0
Guardians of San Diego
211 Saxony RoadEncinitasCA92024330296029Supporting org of San Diego Hebrew HomesCA501(c)(3)Line 11a, IN/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
San diego hebrew homes
B$786,991cash
san diego hebrew homes
E$564,488outstanding balance
san diego hebrew homes
M$30,000cash
JEWISH HOME CARE SERVICES INC
B$10,000CASH

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