2024-04-19T16:23:17-05:00 2023-06-30 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2022-07-01 300119295 SEACREST FOUNDATION SEAC 7606320081 211 SAXONY ROAD ENCINITAS CA 92024 BRADLEY BLOSE CFO 7606320081 2024-04-18 1 BRADLEY BLOSE 999009999 0 PATRICIA J MAYER P00188643 8586271400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRADLEY BLOSE 211 SAXONY ROAD ENCINITAS CA 92024 8304978 0 X N/A X 2002 CA 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. 17 17 0 40 0 0 2737223 1659618 0 0 2269316 1190179 -126991 -46506 4879548 2803291 2115979 2466622 0 0 0 0 0 0 533746 695382 765257 2811361 3231879 2068187 -428588 36338181 38558401 238425 726298 36099756 37832103 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. 0 0 2361482 2361482 0 PROVIDE SUPPORTING GRANTS TO SAN DIEGO HEBREW HOMES. 105140 105140 0 PROVIDE SUPPORTING GRANTS TO JEWISH HOME CARE SERVICES, INC. 2466622 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 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 1 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X BRADLEY BLOSE 7606320081 211 SAXONY ROAD ENCINITAS CA 92024 PAM FERRIS PRESIDENT/CEO 1.00 40.00 X 0 319375 92981 BRADLEY BLOSE CFO 1.00 40.00 X 0 166883 31942 ROBIN ISRAEL CHIEF FOUNDATION OFFICER 1.00 40.00 X 0 159048 25813 ANNE NAGORNER DIRECTOR 1.00 0.00 X 0 0 0 CINDY BLOCH PRESIDENT 1.00 1.00 X X 0 0 0 DEBBY CUSHMAN-PARRISH DIRECTOR 1.00 0.00 X 0 0 0 DEVIN CHODOROW DIRECTOR 1.00 0.00 X 0 0 0 DONA ALPERT SECRETARY 1.00 0.00 X X 0 0 0 EARL ALTSHULER DIRECTOR 1.00 0.00 X 0 0 0 JANE OTTENSTEIN DIRECTOR 1.00 0.00 X 0 0 0 JEANNE GAYLIS DIRECTOR (THRU 06/23) 1.00 0.00 X 0 0 0 JEFFREY LIPINSKY DIRECTOR 1.00 0.00 X 0 0 0 MARY EPSTEN DIRECTOR 1.00 0.00 X 0 0 0 MITCH SUROWITZ DIRECTOR 1.00 0.00 X 0 0 0 ROBERT HAIMSOHN DIRECTOR 1.00 0.00 X 0 0 0 SHEILA LIPINSKY DIRECTOR 1.00 0.00 X 0 0 0 STEVEN STEINBERG MD DIRECTOR 1.00 1.00 X 0 0 0 STEVEN RATNER DIRECTOR 1.00 1.00 X 0 0 0 SUZANNE COHEN TREASURER 1.00 0.00 X X 0 0 0 WAYNE OTCHIS DIRECTOR 1.00 0.00 X 0 0 0 0 645306 150736 0 0 1 0 SAN DIEGO HEBREW HOMES 211 SAXONY ROAD ENCINITAS CA 92024 PHILANTHROPIC AND MANAGEMENT 891377 1 343649 70000 1245969 47587 1659618 1112614 1112614 5508376 5430811 77565 77565 77565 24370 343649 70876 -46506 -46506 2803291 0 0 1143673 2466622 2466622 638746 105000 533746 32400 32400 84416 84416 9695 9695 3231879 2466622 231511 533746 294593 61623 2371683 1608860 338383 194026 11250 410553 25260411 28218397 7979291 7976645 82570 88297 36338181 38558401 18540 23286 77450 563633 142435 139379 238425 726298 X 23898505 26313532 12201251 11518571 36099756 37832103 36338181 38558401 -428588 2160935 0 X 0 1 X 1 0 X 4118888 2819352 3976310 2737223 1659618 15311391 4118888 2819352 3976310 2737223 1659618 15311391 1626843 13684548 715324 819387 1004882 1151713 1112614 4803920 20115311 0.68030 0.69250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4414281 38000 365845 110000 4708126 5076158 108200 -662077 108000 4414281 4001723 109000 1026950 61515 5076158 3719007 157660 125056 4001723 2794175 751766 190047 16981 3719007 0.00000 1.00000 0.00000 1 0 0 CORPORATE BONDS 7976645 F 7976645 DUE TO SAN DIEGO HEBREW HOMES 139379 139379 X 4879810 2160935 2160935 2718875 84416 84416 2803291 3147463 0 3147463 84416 84416 3231879 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 A 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, 2023 AND 2022. THE FOUNDATION FOLLOWS ACCOUNTING STANDARDS RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THESE STANDARDS PROVIDE DETAILED GUIDANCE FOR COMBINED 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, 2023. THE FOUNDATION FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE UNITED STATES AND VARIOUS STATE AND LOCAL JURISDICTIONS. GALA 203377 203377 2845 GOLF& TENNIS 164642 140272 24370 7936 21645 27030 11420 368019 343649 24370 7936 21645 27030 14265 70876 -46506 1 SAN DIEGO HEBREW HOMES 211 SAXONY ROAD ENCINITAS CA 92103 951455284 501(C)(3) 2361482 0 RESIDENT ASSISTANCE PROGRAM, OPERATIONS, EXPANSION JEWISH HOME CARE SERVICES INC 211 SAXONY ROAD ENCINITAS CA 92103 330352393 501(C)(3) 105140 0 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 PAM FERRIS PRESIDENT/CEO 0 319375 0 0 0 0 0 63507 0 29474 0 412356 0 0 BRADLEY BLOSE CFO 0 166883 0 0 0 0 0 25277 0 6665 0 198825 0 0 ROBIN ISRAEL CHIEF FOUNDATION OFFICER 0 159048 0 0 0 0 0 25040 0 773 0 184861 0 0 PART I, LINE 4B SAN DIEGO HEBREW HOMES HAS A NONQUALIFIED RETIREMENT PLAN TO PROVIDE BENEFITS TO THOSE EMPLOYEES WITH GREATER THAN 20 YEARS OF SERVICE. NO ONE RECEIVED PAYMENTS DURING THE YEAR BUT PAM FERRIS, BRADLEY BLOSE, AND ROBIN ISRAEL PARTICIPATED IN THIS PLAN. 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 5 47587 FMV OF DONATED SHARE 0 0 1 1 PART I, COLUMN (B): THE TOTALS REPORTED IN COLUMN (B) REPRESENT THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 32B: THE ORGANIZATION'S BROKERAGE FIRM SELLS THE PUBLICLY TRADED SECURITIES. ALL OTHER NON-CASH RECEIPTS (AUTOS, ART) ARE SOLD VIA A THIRD PARTY. 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 FOUNDATION OFFICER IS RESPONSIBLE FOR ALERTING THE BOARD CHAIR AS TO ANY POSSIBLE CONFLICTS. IF ANY PERSON HAS A CONFLICT OF INTEREST 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'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 SEACREST FOUNDATION CA 501(C)(3) LINE 12A, I SEACREST FOUNDATION 1 0 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 GUARDIANS OF SAN DIEGO C 70000 BOOK VALUE