2017-04-10T20:30:38-05:00 2016-06-30 910189318 Moss Adams LLP 4747 Executive Drive Suite 1300 San Diego CA 92121 990 2015-07-01 300119295 Seacrest Foundation SEAC 7606320081 211 Saxony Road Encinitas CA 92024 BRADLEY BLOSE CFO 7606320081 2017-04-10 1 Patricia J Mayer P00188643 8586271400 2015 2021-01-29 14:40:06Z Bradley Blose 211 Saxony Road Encinitas CA 92024 3424403 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. 6 6 0 30 0 0 340949 493766 0 0 1693302 767615 0 0 2034251 1261381 312300 796991 0 0 0 0 0 0 0 154580 141171 466880 938162 1567371 323219 22951905 23758826 19200 817991 22932705 22940835 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 786991 786991 PROVIDE SUPPORTING GRANTS TO SAN DIEGO HEBREW HOMES. 10000 10000 PROVIDE SUPPORTING GRANTS TO JEWISH HOME CARE SERVICES, INC. DBA SEACREST AT HOME. 796991 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 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 0 0 0 0 0 X 6 6 0 0 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 David Ellman Director 1.00 X 0 0 0 Dina Moskowitz Secretary 1.00 X X 0 0 0 EVAN STONE THRU 6616 VICE CHAIR 1.00 X X 0 0 0 FRANK GOLDBERG THRU 13116 DIRECTOR 1.00 X 0 0 0 Len Gregory Director 1.00 X 0 0 0 Michael Berlin Treasurer 1.00 X X 0 0 0 Robin Weiner Director 1.00 X 0 0 0 Sylvia Geffen Chair 1.00 X X 0 0 0 BRADLEY BLOSE CFO 1.00 40.00 X 0 181659 10436 Pam Ferris President/CEO 1.00 40.00 X 0 211338 53372 0 392997 63808 0 0 1 0 0 493766 101804 493766 654455 654455 2276182 2163022 113160 113160 113160 1261381 0 0 767615 796991 796991 30000 30000 14310 14310 21350 21350 68590 68590 3390 3390 3531 3531 938162 796991 141171 0 2673392 3449799 438171 361775 79051 209470 13342551 13675205 6362259 5999213 56481 63364 22951905 23758826 19200 21000 796991 19200 817991 X 18369278 18672618 3919572 3524362 643855 743855 22932705 22940835 22951905 23758826 323219 -315089 0 X 0 1 X 1 0 X 1917771 423004 814130 340949 493766 3989620 1917771 423004 814130 340949 493766 3989620 1487134 2502486 504201 470639 496163 527784 654455 2653242 6642862 0.37670 0.48450 X Schedule A, Part II, Section A, Line 1 FYE 06/30/2013 - Unusual Grant $277,534 Schedule A, Part I SEACREST 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 705356 100000 8015 6689 806682 672822 33405 17129 18000 705356 610450 62372 672822 0.00000 0.92220 0.07780 0 0 0 CORPORATE BONDS 5823900 F CORPORATE TRUSTS 175313 F 5999213 X 877702 -315089 -315089 1192791 68590 68590 1261381 869572 0 869572 68590 68590 938162 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. 1 San Diego Hebrew Homes 211 Saxony Road Encinitas CA 92024 951455284 501(c)(3) 786991 Skilled Nursing Building Refurbishment Jewish Home Care Services Inc 211 Saxony Road encinitas CA 92024 330352393 501(c)(3) 10000 Support for financial assistance program 2 Part I, Line 2: ALL GRANTS ARE GIVEN TO RELATED CHARITY. NO OTHER GRANTS GIVEN OUT. 0 1 0 0 0 0 0 0 0 BRADLEY BLOSE CFO 0 181659 0 0 0 0 0 5398 0 5038 0 192095 0 0 Pam Ferris President/CEO 0 211338 0 0 0 0 0 36264 0 17108 0 264710 0 0 Part I, Line 4b RELATED 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 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 1 101804 FMV OF DONATED SHARES 0 0 1 Part I, Line 32b: THE ORGANIZATION'S BROKERAGE FIRM SELLS THE PUBLICLY TRADED SECURITIES. Form 990, Part VI, Section A, line 4 The 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 11 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 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 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 9 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 9 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 11a, I N/A 0 0 1 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 San diego hebrew homes B 786991 cash san diego hebrew homes E 564488 outstanding balance san diego hebrew homes M 30000 cash JEWISH HOME CARE SERVICES INC B 10000 CASH