CARL AND ROBERTA DEUTSCH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CARL AND ROBERTA DEUTSCH FOUNDATION (EIN 95-4610378)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349106581
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T21:48:12-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 TOWN CENTER DRIVE SUITE 1000 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954610378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARL & ROBERTA DEUTSCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 3104530055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2444 WILSHIRE BLVD 600 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTINA DEUTSCH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3104530055 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA KARANTONIS | PreparerPersonNm |
| PTIN | P00969387 | PTIN |
| Phone | 7144367100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $178,985,199 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,981,439 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $941,097 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $941,097 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,441,129 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,332,340 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,848,852 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,892,703 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,363,665 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,682,652 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $364,124 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $364,124 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,568 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,568 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $87,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $87,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $951,206 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $271,001 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $680,205 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $270,811 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $126,427 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,300 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,300 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,933 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $945,051 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,269 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,727,342 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,342,479 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,214,891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,034,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,954,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,761,542 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,342,479 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,169,091 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,602,123 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,340,173 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $722,698 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $683,435 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $683,435 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $161,328,029 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $178,187,390 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $178,187,390 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $82,429 | OtherAssetsBOYAmt |
| Other Assets EOY | $114,374 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $114,374 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $162,133,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $178,985,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $178,985,199 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $27,620 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $78,284 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $856,399 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,052,358 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $884,019 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,130,642 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $161,249,137 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $177,854,557 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $161,249,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $177,854,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $162,133,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $178,985,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $161,249,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,602,123 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,003,297 | OtherIncreasesAmt |
| Subtotal | $177,854,557 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $177,854,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $12,332,340 | $11,764,621 | $567,719 | $567,719 | |
| CAPITAL GAINS FROM PARTNERSHIPS | $5,281,133 | $5,281,133 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,848,852 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $129,828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $129,828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $129,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $189,187 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $214,187 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $84,359 | OverpaymentAmt |
| Applied To ES Tax | $84,359 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KRISTINA DEUTSCH | IndividualWithBooksNm |
| Phone | 3104530055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2444 WILSHIRE BLVD SUITE 600 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CARL DEUTSCH | ||||||||
| 2444 WILSHIRE BLVD SUITE 600 | SANTA MONICA | CA | 90403 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KRISTINA DEUTSCH | ||||||||
| 2444 WILSHIRE BLVD SUITE 600 | SANTA MONICA | CA | 90403 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JANIS MINTON | ||||||||
| 2444 WILSHIRE BLVD SUITE 600 | SANTA MONICA | CA | 90403 | TRUSTEE | 1.00 | $260,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JACQUELINE CHUN | ||||||||
| 2444 WILSHIRE BLVD SUITE 600 | SANTA MONICA | CA | 90403 | CHIEF PROGRAMS & OPE | 40.00 | $229,177 | $0 | $0 |
| KELLY LI LUU | ||||||||
| 2444 WILSHIRE BLVD SUITE 600 | SANTA MONICA | CA | 90403 | ADMINISTRATIVE ASSIS | 40.00 | $65,922 | $0 | $0 |
| ALYSSA GIBBONS | ||||||||
| 2444 WILSHIRE BLVD SUITE 600 | SANTA MONICA | CA | 90403 | PROGRAM ASSOCIATE | 40.00 | $50,467 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS AND CO LLC | ||||||
| 10100 SANTA MONICA BOULEVARD SUITE | 2600 | LOS ANGELES | CA | 90067 | INVESTMENT MANAGEMENT | $271,001 |
| JEFF SCHEAFER CONSULTING | ||||||
| 2444 WILSHIRE BLVD 622 | SANTA MONICA | CA | 90403 | CONSULTING | $206,250 | |
| BLUE GARNET | ||||||
| 8055 WEST MANCHESTER AVENUE SUITE | 430 | LOS ANGELES | CA | 90293 | CONSULTING | $91,420 |
| DELOITTE & TOUCHE LLP | ||||||
| 555 W 5TH STREET SUITE 2700 | LOS ANGELES | CA | 90013 | PROFESSIONAL FEES | $87,400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,521,252 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,135,675 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $146,914,168 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $173,571,095 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $173,571,095 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,603,566 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $170,967,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,548,376 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,548,376 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $129,828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $129,828 | TotalTaxAmt |
| Distributable Before Adj | $8,418,548 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,418,548 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,418,548 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,169,091 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,169,091 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,418,548 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $446,495 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $446,495 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,169,091 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,418,548 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,750,543 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,197,038 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,197,038 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $446,495 | ExcessFromYear1Amt |
| Excess From Current Year | $1,750,543 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARL DEUTSCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 24TH STREET THEATRE COMPANY | ||||||||
| 1117 WEST 24TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | ARTS EDUCATION | $60,000 | |
| ADVANCEMENT THROUGH OPPORTUNITY AND KNOWLEDGE INC | ||||||||
| 1200 W 37TH PL | LOS ANGELES | CA | 90007 | NONE | PC | YOUTH DEVELOPMENT | $100,000 | |
| ARTS FOR INCARCERATED YOUTH NETWORK | ||||||||
| 830 TRACTION AVENUE SUITE 3A | LOS ANGELES | CA | 90013 | NONE | PC | YOUTH DEVELOPMENT | $125,000 | |
| ASSISTANCE LEAGUE OF LOS ANGELES | ||||||||
| 6640 SUNSET BLVD | LOS ANGELES | CA | 90028 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| BOYS & GIRLS CLUBS OF CARSON | ||||||||
| 1950 E 220TH STREET SUITE 207 | CARSON | CA | 90810 | NONE | PC | YOUTH DEVELOPMENT | $25,000 | |
| CALIFORNIA HERITAGE MUSEUM | ||||||||
| 2612 MAIN ST | SANTA MONICA | CA | 90405 | NONE | PC | EDUCATION | $5,000 | |
| CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION | ||||||||
| 1401 S GRAND AVE | LOS ANGELES | CA | 90015 | NONE | PC | HEALTH | $90,000 | |
| CALIFORNIA WILDLIFE CENTER | ||||||||
| PO BOX 2022 | MALIBU | CA | 90265 | NONE | PC | WELFARE | $5,000 | |
| CASA OF LOS ANGELES | ||||||||
| 201 CENTRE PLAZA DRIVE 1100 | MONTEREY PARK | CA | 91754 | NONE | PC | YOUTH DEVELOPMENT | $95,000 | |
| CATHOLIC CHARITIES OF LOS ANGELES INC | ||||||||
| 1531 JAMES M WOOD BLVD | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| CCF COMMUNITY INITIATIVES FUND | ||||||||
| 717 W TEMPLE STREET | LOS ANGELES | CA | 90012 | NONE | PC | COMMUNITY DEVELOPMENT | $305,000 | |
| CENTER FOR NONVIOLENT EDUCATION AND PARENTING | ||||||||
| 1000 SUNSET BOULEVARD 201 | LOS ANGELES | CA | 90012 | NONE | PC | EDUCATION | $50,000 | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | NONE | PC | YOUTH DEVELOPMENT | $115,000 | |
| CHRYSALIS CENTER | ||||||||
| 522 SOUTH MAIN STREET | LOS ANGELES | CA | 90012 | NONE | PC | HEALTH | $87,000 | |
| CITY OF HOPE | ||||||||
| 1500 EASTE DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| COALITION FOR RESPONSIBLE COMMUNITY DEVELOPMENT | ||||||||
| 3101 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90007 | NONE | PC | COMMUNITY DEVELOPMENT | $250,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 NORTH ALAMEDA ST 240 | LOS ANGELES | CA | 90012 | NONE | PC | WELFARE | $275,000 | |
| DOOR OF HOPE | ||||||||
| PO BOX 90455 | PASADENA | CA | 91109 | NONE | PC | SOCIAL WELFARE | $125,000 | |
| DOWNTOWN WOMEN'S CENTER | ||||||||
| 442 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PC | SOCIAL SERVICES | $125,000 | |
| ETM-LA INC | ||||||||
| 2501 W BURBANK BLVD 301 | BURBANK | CA | 91505 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| EVERYBODY DANCE LA | ||||||||
| 2955 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | NONE | PC | ARTS EDUCATION | $105,000 | |
| EVERYCHILD FOUNDATION | ||||||||
| PO BOX 1808 | PACIFIC PALISADES | CA | 90272 | NONE | PC | CHILD WELFARE | $12,000 | |
| EXCEPTIONAL CHILDREN'S FOUNDATION | ||||||||
| 8740 WASHINGTON BOULEVARD | CULVER CITY | CA | 90232 | NONE | PC | WELFARE | $35,000 | |
| FAMILIES FORWARD FAMILY LEARNING CENTER | ||||||||
| 980 NORTH FAIR OAKS AVENUE | PASADENA | CA | 91103 | NONE | PC | SOCIAL SERVICES | $75,000 | |
| FERNANDO POLLUM COMMUNITY ARTS CENTER | ||||||||
| 3351 WEST 43RD STREET | LOS ANGELES | CA | 90008 | NONE | PC | ARTS EDUCATION | $20,000 | |
| FIRST PLACE FOR YOUTH | ||||||||
| 426 17TH STREET NUMBER 100 | OAKLAND | CA | 94612 | NONE | PC | YOUTH DEVELOPMENT | $100,000 | |
| FOOTHILL FAMILY SERVICE | ||||||||
| 2500 EAST FOOTHILL BOULEVARD SUITE | PASADENA | CA | 91107 | NONE | PC | SOCIAL WELFARE | $125,000 | 300 |
| FOSTERING MEDIA CONNECTIONS | ||||||||
| 412 WEST 6TH STREET SUITE 925 | LOS ANGELES | CA | 90014 | NONE | PC | CHILD WELFARE | $65,000 | |
| FOUNTAIN THEATRE | ||||||||
| 5060 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| FRIENDS OF CABRILLO MARINE AQUARIUM | ||||||||
| 3720 STEPHEN WHITE WAY | SAN PEDRO | CA | 90731 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FRIENDS OF MALIBU URGENT CARE | ||||||||
| PO BOX 6836 | MALIBU | CA | 90264 | NONE | PC | HEALTH | $5,000 | |
| FRIENDS OF THE CHILDREN | ||||||||
| 111 QUINT ST | SAN FRANCISCO | CA | 94124 | NONE | PC | YOUTH DEVELOPMENT | $25,000 | |
| FULCRUM ARTS | ||||||||
| 495 EAST COLORADO BOULEVARD | PASADENA | CA | 91101 | NONE | PC | ARTS EDUCATION | $150,000 | |
| GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA | ||||||||
| 342 NORTH SAN FERNANDO ROAD | LOS ANGELES | CA | 90031 | NONE | PC | WELFARE | $140,000 | |
| GRAND PERFORMANCES | ||||||||
| 350 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90071 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 8739 ARTESIA BLVD | BELLFLOWER | CA | 90706 | NONE | PC | COMMUNITY DEVELOPMENT | $1,000 | |
| HARMONY PROJECT | ||||||||
| 325 N LARCHMONT BLVD 604 | LOS ANGELES | CA | 90004 | NONE | PC | YOUTH DEVELOPMENT | $100,000 | |
| HARVEST HOME INC | ||||||||
| 2118 WILSHIRE BLVD 358 | SANTA MONICA | CA | 90403 | NONE | PC | HOMELESS SERVICES | $100,000 | |
| HATHAWAY-SYCAMORES CHILD & FAMILY SERVICES | ||||||||
| 100 WEST WALNUT STREET | PASADENA | CA | 91124 | NONE | PC | SOCIAL SERVICES | $120,000 | |
| HEART OF LOS ANGELES YOUTH INC | ||||||||
| 2701 WILSHIRE BOULEVARD SUITE 100 | LOS ANGELES | CA | 90057 | NONE | PC | YOUTH DEVELOPMENT | $70,000 | |
| HILLSIDES | ||||||||
| 5400 EAST OLYMPIC BOULEVARD 1ST | LOS ANGELES | CA | 90022 | NONE | PC | HEALTH | $100,000 | FLOOR |
| HOMEBOY INDUSTRIES | ||||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | PC | COMMUNITY DEVELOPMENT | $175,000 | |
| ICAN CALIFORNIA ABILITIES NETWORK | ||||||||
| 2375 W SEPULVEDA | TORRANCE | CA | 90501 | NONE | PC | SOCIAL SERVICES | $25,000 | |
| IFOSTER | ||||||||
| PO BOX 159 | TRUCKEE | CA | 96160 | NONE | PC | YOUTH DEVELOPMENT | $100,000 | |
| IMAGINE LOS ANGELES | ||||||||
| 672 SOUTH LAFAYETTE PARK PLACE UNIT | LOS ANGELES | CA | 90057 | NONE | PC | HOMELESS SERVICES | $160,000 | 28 |
| INNER-CITY ARTS | ||||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | NONE | PC | ARTS EDUCATION | $95,000 | |
| JEWISH FEDERATION OF GREATER LA | ||||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | NONE | PC | RELIGIOUS | $100,000 | |
| JOVENES INC | ||||||||
| 1208 PLEASANT AVENUE | LOS ANGELES | CA | 90033 | NONE | PC | COMMUNITY SERVICES | $120,000 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 6250 FOREST LAWN DRIVE | LOS ANGELES | CA | 90068 | NONE | PC | YOUTH DEVELOPMENT | $75,000 | |
| JVS SOCAL | ||||||||
| 6505 WILSHIRE BOULEVARD SUITE 200 | LOS ANGELES | CA | 90048 | NONE | PC | SOCIAL SERVICES | $125,000 | |
| KOREATOWN YOUTH AND COMMUNITY CENTER | ||||||||
| 3727 WEST SIXTH STREET | LOS ANGELES | CA | 90020 | NONE | PC | SOCIAL SERVICES | $100,000 | |
| LACNETS | ||||||||
| PO BOX 370466 | DENVER | CO | 80237 | NONE | PC | HEALTH | $5,000 | |
| LEADERSUP | ||||||||
| PO BOX 862190 | LOS ANGELES | CA | 90086 | NONE | PC | YOUTH DEVELOPMENT | $150,000 | |
| LONG BEACH DAY NURSERY | ||||||||
| 1548 CHESTNUT AVENUE | LONG BEACH | CA | 90813 | NONE | PC | YOUTH SERVICES | $125,000 | |
| LOS ANGELES JEWISH HOME FOR THE AGING | ||||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | PC | COMMUNITY WELFARE | $15,000 | |
| LOS ANGELES SHERIFF'S FOUNDATION | ||||||||
| 10960 WILSHIRE BLVD FL 5 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL SUPPORT | $6,300 | |
| LOS ANGELES YOUTH NETWORK | ||||||||
| 1754 TAFT STREET | LOS ANGELES | CA | 90028 | NONE | PC | EARLY EDUCATION | $155,000 | |
| LOST ANGELS CHILDREN'S PROJECT | ||||||||
| 45059 TREVOR AVENUE | LANCASTER | CA | 93534 | NONE | PC | SOCIAL SERVICES | $100,000 | |
| LTSC COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 231 E THIRD ST STE G106 | LOS ANGELES | CA | 90013 | NONE | PC | COMMMUNITY DEVELOPMENT | $25,000 | |
| NANCY PAINTER FOUNDATION | ||||||||
| 4804 LAUREL CANYON BLVD 308 | VALLEY VILLAGE | CA | 91607 | NONE | PC | WELFARE | $2,000 | |
| NATIONAL PHILANTHROPIC TRUST | ||||||||
| 165 TOWNSHIP LINE RD STE 1200 | JENKINTOWN | PA | 19046 | NONE | PC | PHILANTHROPY | $100,000 | |
| OPERATION JUMP START | ||||||||
| 3515 LINDEN AVENUE | LONG BEACH | CA | 90807 | NONE | PC | EDUCATION | $120,000 | |
| OREGON COMMUNITY FOUNDATION | ||||||||
| 1221 SOUTHWEST YAMHILL STREET 100 | PORTLAND | OR | 97205 | NONE | PC | COMMUNITY IMPROVEMENT | $100,000 | |
| PS ARTS | ||||||||
| 6701 CENTER DRIVE SUITE 550 | LOS ANGELES | CA | 90045 | NONE | PC | ARTS EDUCATION | $85,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 555 CAPITAL MALL SUITE 350 | SACRAMENTO | CA | 95814 | NONE | PC | EDUCATION | $50,000 | |
| PARA LOS NINOS | ||||||||
| 5000 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90027 | NONE | PC | YOUTH DEVELOPMENT | $125,000 | |
| PEOPLE ASSISTING THE HOMELESS | ||||||||
| 340 NORTH MADISON AVENUE | LOS ANGELES | CA | 90004 | NONE | PC | WELFARE | $150,000 | |
| PEOPLE CONCERN | ||||||||
| 2116 ARLINGTON AVENUE | LOS ANGELES | CA | 90018 | NONE | PC | GENERAL SUPPORT | $175,000 | |
| PROVIDENCE ST JOHN'S HEALTH CENTER | ||||||||
| PO BOX 389672 | SEATTLE | WA | 98138 | NONE | PC | HEALTH | $80,000 | |
| PUBLIC COUNSEL | ||||||||
| 610 SOUTH ARDMORE AVENUE | LOS ANGELES | CA | 90005 | NONE | PC | HEALTH | $90,000 | |
| REDF | ||||||||
| TWO EMBARCADERO CENTER SUITE 650 | SAN FRANCISCO | CA | 94111 | NONE | PC | SOCIAL SERVICES | $80,000 | |
| SAFE PLACE FOR YOUTH | ||||||||
| 2469 LINCOLN BOULEVARD | LOS ANGELES | CA | 90291 | NONE | PC | SOCIAL WELFARE | $100,000 | |
| SALVATION ARMY | ||||||||
| 906 SOUTH FRANCISCO STREET | LOS ANGELES | CA | 90071 | NONE | PC | SOCIAL WELFARE | $125,000 | |
| SANCTUARY OF HOPE | ||||||||
| PO BOX 431038 | LOS ANGELES | CA | 90043 | NONE | PC | SOCIAL WELFARE | $75,000 | |
| SANTA MONICA COLLEGE FOUNDATION | ||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PC | EDUCATION | $10,000 | |
| SHIELDS OF FAMILIES INC | ||||||||
| PO BOX 59129 | LOS ANGELES | CA | 90059 | NONE | PC | GENERAL SUPPORT | $135,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 NORTH ALAMEDA STREET SUITE 230 | LOS ANGELES | CA | 90012 | NONE | PC | SOCIAL SERVICES | $280,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | NONE | PC | COMMUNICATION | $70,000 | |
| SPECIAL SERVICE FOR GROUPS INC | ||||||||
| 905 E 8TH STREET | LOS ANGELES | CA | 90021 | NONE | PC | COMMUNITY DEVELOPMENT | $100,000 | |
| ST ANNE'S MATERNITY HOME | ||||||||
| 155 NORTH OCCIDENTAL BOULEVARD | LOS ANGELES | CA | 90026 | NONE | PC | WELFARE | $115,000 | |
| STEP UP ON SECOND STREET | ||||||||
| 1328 SECOND STREET | SANTA MONICA | CA | 90401 | NONE | PC | SOCIAL WELFARE | $155,000 | |
| STREET POETS | ||||||||
| 2116 ARLINGTON AVENUE SUITE 310 | LOS ANGELES | CA | 90018 | NONE | PC | ARTS EDUCATION | $40,000 | |
| THE ALLIANCE FOR CHILDRENS RIGHTS | ||||||||
| 3333 WILSHIRE BOULEVARD NUMBER 550 | LOS ANGELES | CA | 90010 | NONE | PC | YOUTH DEVELOPMENT | $125,000 | |
| THE GIVING SPIRIT | ||||||||
| 11693 SAN VICENTE BLVD 113 | LOS ANGELES | CA | 90049 | NONE | PC | WELFARE | $25,000 | |
| THE UNUSUAL SUSPECTS THEATRE COMPANY | ||||||||
| 3719 VERDUGO ROAD | LOS ANGELES | CA | 90065 | NONE | PC | ARTS EDUCATION | $60,000 | |
| UCLA FOUNDATION | ||||||||
| PO BOX 951784 | LOS ANGELES | CA | 90096 | NONE | PC | HEALTH | $249,900 | |
| UCLA JONSSON CANCER CENTER FOUNDATION | ||||||||
| PO BOX 951780 | LOS ANGELES | CA | 90095 | NONE | PC | HEALTH | $150,000 | |
| UNION STATION HOMELESS SERVICES | ||||||||
| 825 EAST ORANGE GROVE BOULEVARD | PASADENA | CA | 91104 | NONE | PC | COMMUNITY DEVELOPMENT | $100,000 | |
| UNITE LA | ||||||||
| 350 SOUTH BIXEL STREET 200 | LOS ANGELES | CA | 90017 | NONE | PC | EDUCATION | $100,000 | |
| UNITED FRIENDS OF THE CHILDREN | ||||||||
| 1055 WILSHIRE BOULEVARD SUITE 1955 | LOS ANGELES | CA | 90017 | NONE | PC | YOUTH DEVELOPMENT | $165,000 | |
| UNITED STATES VETERANS INITIATIVE | ||||||||
| 800 WEST 6TH STREET SUITE 1505 | LOS ANGELES | CA | 90017 | NONE | PC | WELFARE | $115,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 3551 TROUSDALE PARKWAY SUITE 160 | LOS ANGELES | CA | 90089 | NONE | PC | EDUCATION | $85,000 | |
| WATTS LABOR COMMUNITY ACTION COMMITTEE | ||||||||
| 10950 S CENTRAL AVENUE | LOS ANGELES | CA | 90059 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| WAYFINDER FAMILY SERVICES | ||||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | NONE | PC | FAMILY SUPPORT | $80,000 | |
| WESTSIDE INFANT-FAMILY NETWORK | ||||||||
| 8611 WASHINGTON BOULEVARD | CULVER CITY | CA | 90232 | NONE | PC | SOCIAL SERVICES | $150,000 | |
| WESTSIDE NEIGHBORHOOD SCHOOL | ||||||||
| 5401 BEETHOVEN ST | LOS ANGELES | CA | 90066 | NONE | PC | EDUCATION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,954,200 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH CENTRAL LOS ANGELES MINISTRY PROJECT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 892 E 48TH STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | RELIGIOUS | GrantOrContributionPurposeTxt |
| Amt | $80,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $80,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $941,097 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,441,129 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,382,226 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,382,226 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CARL DEUTSCH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2444 WILSHIRE BOULEVARD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,981,439 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED STOCK | NoncashPropertyDesc |
| Fair Market Value | $7,981,439 | FairMarketValueAmt |
| Received | 2023-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $87,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $87,400 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SECTION 4942(H)(2) AND REG. SEC. 53.4942(A)-3(D)(2), THE CARL AND ROBERTA DEUTSCH FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM PRIOR YEAR'S UNDISTRIBUTED INCOME AS FOLLOWS:12/31/2010: $17,400AUTHORIZED SIGNATURE | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD PRIMECAP CORE | FMV | $2,655,735 | $2,655,735 |
| VANGUARD TOTAL INTL STK | FMV | $3,485,429 | $3,485,429 |
| VANGUARD 500 INDEX FD | FMV | $2,818,959 | $2,818,959 |
| PATHWAY PRIVATE EQUITY FUND - PRIVATE EQUITY INVESTMENT PARTNERSHIPS | FMV | $4,767,216 | $4,767,216 |
| ANGELES ABSOLUTE RETURN FUND - OFFSHORE HEDGE FUND VEHICLES | FMV | $6,291,946 | $6,291,946 |
| ANGELES GLOBAL EQUITY OPPORTUNITES FUND | FMV | $72,593,317 | $72,593,317 |
| LONE STAR REAL ESTATE FUND III | FMV | $11,020 | $11,020 |
| LONE STAR REAL ESTATE FUND IV | FMV | $611,892 | $611,892 |
| SCULPTOR REAL ESTATE PARALLEL FUND III B, LP | FMV | $292,340 | $292,340 |
| HARBOURVEST PARTNERS - DOVER STREET VIII | FMV | $366,903 | $366,903 |
| HARBOURVEST GLOBAL ANNUAL PRIVATE EQUITY FUND LP | FMV | $4,833,995 | $4,833,995 |
| PORTFOLIO ADVISORS REAL ESTATE FUND V, LP | FMV | $488,174 | $488,174 |
| BROOKFIELD CAPITAL PARTNERS FUND | FMV | $1,381,834 | $1,381,834 |
| ANGELES PRIVATE MARKETS FUND 1, LP | FMV | $4,444,689 | $4,444,689 |
| ANGELES PRIVATE MARKETS FUND 2, LP | FMV | $18,025,511 | $18,025,511 |
| ANGELES PRIVATE MARKETS FUND 3, LP | FMV | $8,714,624 | $8,714,624 |
| ANGELES DIVERSIFIED INCOME FUND | FMV | $13,896,380 | $13,896,380 |
| ANGELES PRIVATE MARKETS FUND 4, LP | FMV | $3,022,967 | $3,022,967 |
| ANGELES PRIVATE CREDIT FUND | FMV | $4,217,642 | $4,217,642 |
| ANGELES PRIVATE CREDIT FUND 2 | FMV | $2,816,092 | $2,816,092 |
| CHARLES SCHWAB TREASURY BILLS | FMV | $14,218,541 | $14,218,541 |
| ANGELES PRIVATE CREDIT FUND 3 | FMV | $242,438 | $242,438 |
| APPLE, INC. | FMV | $3,966,118 | $3,966,118 |
| MICROSOFT CORP. | FMV | $4,023,628 | $4,023,628 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,568 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,568 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES RECEIVABLE | Desc |
| BOY Book Value | $82,429 | BOYBookValueAmt |
| EOY Book Value | $114,374 | EOYBookValueAmt |
| EOYFMV | $114,374 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE & COURIER | $778 | $0 | $778 |
| INSURANCE | $10,338 | $0 | $12,452 |
| OFFICE SUPPLIES | $425 | $0 | $496 |
| PARKING | $1,590 | $0 | $1,590 |
| PAYROLL PREP FEE | $1,608 | $0 | $1,608 |
| TELEPHONE | $4,572 | $0 | $5,582 |
| HALO PROGRAM | $10,818 | $0 | $10,818 |
| MISCELLANEOUS EXPENSES | $5,804 | $0 | $31,945 |
| PARTNERSHIP EXPENSES | $0 | $945,051 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Net Investment Income | $3,892,703 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN (LOSS) | Desc |
| Amt | $14,003,297 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILTY | Desc |
| BOY Book Value | $856,399 | BOYBookValueAmt |
| EOY Book Value | $1,052,358 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $297,670 | $0 | $297,670 |
| INVESTMENT EXPENSE | $271,001 | $271,001 | $0 |
| OTHER PROFESSIONAL FEES | $382,535 | $0 | $382,535 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $0 | $126,427 | $0 |
| TAX PROVISION | $270,786 | $0 | $0 |
| FILING FEES | $25 | $0 | $25 |