2023-11-14T14:18:43-06:00 2022-12-31 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1000 COSTA MESA CA 92626 990PF 2022-01-01 954610378 CARL & ROBERTA DEUTSCH FOUNDATION CARL 3104530055 2444 WILSHIRE BLVD 600 SANTA MONICA CA 90403 KRISTINA DEUTSCH SECRETARY 3104530055 2023-11-07 1 KRISTINA DEUTSCH 999009999 0 JESSICA KARANTONIS P00969387 7144367100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 162133156 X X 251006 251006 3191493 35189538 0 393695 4405559 3836194 4656565 0 0 0 373950 0 373950 3982 0 3982 121900 0 121900 530386 156525 373861 105947 14708 0 14708 57993 1098211 30374 1102919 1360683 918775 8780652 8780652 9883571 1360683 9699427 -6047377 3295882 2556235 722698 722698 188112541 161328029 161328029 9000000 82429 82429 199668776 162133156 162133156 1375672 27620 1357420 856399 2733092 884019 X 196935684 161249137 196935684 161249137 199668776 162133156 196935684 -6047377 0 190888307 29639170 161249137 CAPITAL GAINS FROM PUBLICLY TRADED SECURITIES P 2215838 2244891 -29053 -29053 CAPITAL GAINS FROM PUBLICLY TRADED SECURITIES P 32973700 33485249 -511549 -511549 CAPITAL GAINS FROM PARTNERSHIPS P -2664429 -2664429 -3205031 45813 0 45813 0 45813 130000 0 105000 0 235000 X 0 189187 189187 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A KRISTINA DEUTSCH 3104530055 2444 WILSHIRE BLVD SUITE 600 SANTA MONICA CA 90403 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 JACQUELINE CHUN 2444 WILSHIRE BLVD SUITE 600 SANTA MONICA CA 90403 CHIEF PROGRAMS & OPE 40.00 219179 0 0 ALYSSA GIBBONS 2444 WILSHIRE BLVD SUITE 600 SANTA MONICA CA 90403 PROGRAM ASSOCIATE 40.00 89064 0 0 KELLY LI LUU 2444 WILSHIRE BLVD SUITE 600 SANTA MONICA CA 90403 ADMINISTRATIVE ASSIS 40.00 65843 0 0 0 JMC PHILANTHROPIC ADVISORS 2444 WILSHIRE BOULEVARD SUITE 622 SANTA MONICA CA 90403 CONSULTING 225000 ANGELES INVESTMENT ADVISORS LLC 429 SANTA MONICA BLVD SUITE 650 SANTA MONICA CA 90401 INVESTMENT MANAGEMENT 156525 DELOITTE & TOUCHE LLP 555 W 5TH STREET SUITE 2700 LOS ANGELES CA 90013 PROFESSIONAL FEES 104900 BLUE GARNET 8055 WEST MANCHESTER AVENUE SUITE 430 LOS ANGELES CA 90293 CONSULTING 80230 0 0 172642129 1538797 82429 174263355 0 0 174263355 2613950 171649405 8582470 8582470 45813 45813 8536657 0 8536657 0 8536657 9699427 0 9699427 8536657 716275 0 0 9699427 716275 0 0 8536657 446495 0 0 446495 0 0 0 0 0 0 0 446495 446495 CARL DEUTSCH X 24TH STREET THEATRE COMPANY 1117 WEST 24TH STREET LOS ANGELES CA 90007 NONE PC ARTS EDUCATION 60000 ADVANCEMENT THROUGH OPPORTUNITY AND KNOWLEDGE INC 1200 W 37TH PLACE LOS ANGELES CA 90007 NONE PC YOUTH DEVELOPMENT 100000 ALLIES FOR EVERY CHILD 5721 W SLAUSON AVENUE CULVER CITY CA 90230 NONE PC YOUTH DEVELOPMENT 100000 ALMA BACKYARD FARMS 453 NORTH ALMA AVENUE LOS ANGELES CA 90063 NONE PC COMMUNITY DEVELOPMENT 10000 ARTS FOR INCARCERATED YOUTH NETWORK 830 TRACTION AVENUE SUITE 3A LOS ANGELES CA 90013 NONE PC YOUTH DEVELOPMENT 125000 ASSISTANCE LEAGUE OF LOS ANGELES 6640 SUNSET BLVD LOS ANGELES CA 90028 NONE PC SOCIAL SERVICES 1000 CALIFORNIA COMMUNITY FOUNDATION 221 SOUTH FIGUEROA STREET SUITE 400 LOS ANGELES CA 90012 NONE PC COMMUNITY IMPROVEMENT 520000 CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 2244 N STATE COLLEGE BLVD FULLERTON CA 92831 NONE PC GENERAL SUPPORT 1000 CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION 1401 SOUTH GRAND AVENUE LOS ANGELES CA 90015 NONE PC HEALTH 90000 CALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATION 18111 NORDHOFF STREET NORTHRIDGE CA 91330 NONE PC EDUCATION 250000 CALIFORNIA WILDLIFE CENTER PO BOX 2022 MALIBU CA 90265 NONE PC WELFARE 5000 CATHOLIC CHARITIES OF LOS ANGELES INC 1531 JAMES M WOOD BLVD LOS ANGELES CA 90015 NONE PC RELIGIOUS 75000 CCF COMMUNITY INITIATIVES FUND 717 W TEMPLE STREET LOS ANGELES CA 90012 NONE PC COMMUNITY DEVELOPMENT 40000 CENTER FOR NONVIOLENT EDUCATION AND PARENTING 1000 SUNSET BOULEVARD 201 LOS ANGELES CA 90012 NONE PC EDUCATION 50000 CHILD LANE 2501 CHERRY AVENUE 350 SIGNAL HILL CA 90755 NONE PC YOUTH DEVELOPMENT 75000 CHILDREN'S BUREAU 1910 MAGNOLIA AVENUE LOS ANGELES CA 90007 NONE PC YOUTH DEVELOPMENT 100000 CHRYSALIS CENTER 522 SOUTH MAIN STREET LOS ANGELES CA 90012 NONE PC HEALTH 87000 CITY OF HOPE 1500 EASTE DUARTE ROAD DUARTE CA 91010 NONE PC SOCIAL SERVICES 10000 COALITION FOR HUMANE IMMIGRANT RIGHTS 2533 WEST THIRD STREET 101 LOS ANGELES CA 90057 NONE PC WELFARE 25000 COALITION FOR RESPONSIBLE COMMUNITY DEVELOPMENT 3101 SOUTH GRAND AVENUE LOS ANGELES CA 90007 NONE PC COMMUNITY DEVELOPMENT 160000 COMMUNITIES IN SCHOOLS OF LOS ANGELES INC 2000 AVENUE OF THE STARS LOS ANGELES CA 90067 NONE PC EDUCATION 25000 COMMUNITY PARTNERS 1000 NORTH ALAMEDA ST 240 LOS ANGELES CA 90012 NONE PC WELFARE 202500 DOOR OF HOPE PO BOX 90455 PASADENA CA 91109 NONE PC SOCIAL WELFARE 125000 ELIZABETH HOUSE PO BOX 94077 PASADENA CA 91109 NONE PC HOMELESS SERVICES 75000 ETM-LA INC 2501 W BURBANK BLVD 301 BURBANK CA 91505 NONE PC GENERAL SUPPORT 125000 EVERYBODY DANCE LA 2955 WILSHIRE BOULEVARD LOS ANGELES CA 90010 NONE PC ARTS EDUCATION 105000 EVERYCHILD FOUNDATION PO BOX 1808 PACIFIC PALISADES CA 90272 NONE PC CHILD WELFARE 12000 EXCEPTIONAL CHILDREN'S FOUNDATION 8740 WASHINGTON BOULEVARD CULVER CITY CA 90232 NONE PC WELFARE 35000 FAMILIES FORWARD FAMILY LEARNING CENTER 980 NORTH FAIR OAKS AVENUE PASADENA CA 91103 NONE PC SOCIAL SERVICES 75000 FERNANDO POLLUM COMMUNITY ARTS CENTER 3351 WEST 43RD STREET LOS ANGELES CA 90008 NONE PC ARTS EDUCATION 20000 FIRST PLACE FOR YOUTH 426 17TH STREET NUMBER 100 OAKLAND CA 94612 NONE PC YOUTH DEVELOPMENT 100000 FOOTHILL FAMILY SERVICE 2500 EAST FOOTHILL BOULEVARD SUITE 300 PASADENA CA 91107 NONE PC SOCIAL WELFARE 125000 FOSTERING MEDIA CONNECTIONS 412 WEST 6TH STREET SUITE 925 LOS ANGELES CA 90014 NONE PC CHILD WELFARE 65000 FRIENDS OF CABRILLO MARINE AQUARIUM 3720 STEPHEN WHITE WAY SAN PEDRO CA 90731 NONE PC GENERAL SUPPORT 10000 FULCRUM ARTS 495 EAST COLORADO BOULEVARD PASADENA CA 91101 NONE PC ARTS EDUCATION 150000 FULFILLMENT FUND 6100 WILSHIRE BLVD 600 LOS ANGELES CA 90048 NONE PC EDUCATION 50000 GABRIELLA CHARTER SCHOOLS 1435 LOGAN STREET LOS ANGELES CA 90026 NONE PC GENERAL SUPPORT 30000 GOLDMAN SACHS PHILANTHROTY FUND 200 WEST STREET 15TH FLOOR NEW YORK NY 10282 NONE PC GENERAL SUPPORT 100000 GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA 342 NORTH SAN FERNANDO ROAD LOS ANGELES CA 90031 NONE PC WELFARE 140000 GRAND PERFORMANCES 350 SOUTH GRAND AVENUE LOS ANGELES CA 90071 NONE PC GENERAL SUPPORT 5000 HARVEST HOME INC 2118 WILSHIRE BLVD 358 SANTA MONICA CA 90403 NONE PC HOMELESS SERVICES 100000 HATHAWAY-SYCAMORES CHILD & FAMILY SERVICES 100 WEST WALNUT STREET PASADENA CA 91124 NONE PC SOCIAL SERVICES 120000 HEART OF LOS ANGELES YOUTH INC 2701 WILSHIRE BOULEVARD SUITE 100 LOS ANGELES CA 90057 NONE PC YOUTH DEVELOPMENT 50000 HILLSIDES 5400 EAST OLYMPIC BOULEVARD 1ST FLOOR LOS ANGELES CA 90022 NONE PC HEALTH 100000 IFOSTER PO BOX 159 TRUCKEE CA 96160 NONE PC YOUTH DEVELOPMENT 100000 IMAGINE LOS ANGELES 672 SOUTH LAFAYETTE PARK PLACE UNIT 28 LOS ANGELES CA 90057 NONE PC HOMELESS SERVICES 160000 INNER-CITY ARTS 720 KOHLER STREET LOS ANGELES CA 90021 NONE PC ARTS EDUCATION 95000 JUNIOR ACHIEVEMENT 6250 FOREST LAWN DRIVE LOS ANGELES CA 90068 NONE PC YOUTH DEVELOPMENT 75000 JVS SOCAL 6505 WILSHIRE BOULEVARD SUITE 200 LOS ANGELES CA 90048 NONE PC SOCIAL SERVICES 125000 LA FAMILY HOUSING 7843 LANKERSHIM BLVD NORTH HOLLYWOOD CA 91605 NONE PC HOMELESS SERVICES 25000 LAKE AVENUE COMMUNITY FOUNDATION 712 EAST VILLA STREET PASADENA CA 91101 NONE PC YOUTH SERVICES 75000 LEADERSUP PO BOX 862190 LOS ANGELES CA 90086 NONE PC YOUTH DEVELOPMENT 150000 LOS ANGELES JEWISH HOME FOR THE AGING 7150 TAMPA AVENUE RESEDA CA 91335 NONE PC COMMUNITY WELFARE 15000 LOS ANGELES LGBT CENTER 1625 SCHRADER BOULEVARD LOS ANGELES CA 90028 NONE PC COMMUNITY SERVICES 100000 LOS ANGELES ROOM & BOARD 862 HILGARD AVENUE LOS ANGELES CA 90024 NONE PC EDUCATION 10000 LOS ANGELES YOUTH NETWORK 1754 TAFT STREET LOS ANGELES CA 90028 NONE PC EARLY EDUCATION 100000 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 NONE PC PHILANTHROPY 200000 ONE VOICE 1228 15TH STREET SUITE C SANTA MONICA CA 90404 NONE PC HUMAN SERVICES 70000 OPERATION JUMP START 3515 LINDEN AVENUE LONG BEACH CA 90807 NONE PC EDUCATION 120000 OREGON COMMUNITY FOUNDATION 1221 SOUTHWEST YAMHILL STREET 100 PORTLAND OR 97205 NONE PC COMMUNITY IMPROVEMENT 100000 PS ARTS 6701 CENTER DRIVE SUITE 550 LOS ANGELES CA 90045 NONE PC ARTS EDUCATION 70000 PACIFIC LEGAL FOUNDATION 555 CAPITAL MALL SUITE 350 SACRAMENTO CA 95814 NONE PC EDUCATION 50000 PARA LOS NINOS 5000 HOLLYWOOD BOULEVARD LOS ANGELES CA 90027 NONE PC YOUTH DEVELOPMENT 125000 PARTNERS FOR CHILDREN SOUTH LA 808 W 58TH STREET LOS ANGELES CA 90037 NONE PC YOUTH DEVELOPMENT 121000 PASADENA CONSERVATORY OF MUSIC 100 N HILL AVE PASADENA CA 91106 NONE PC ARTS EDUCATION 22500 PEOPLE ASSISTING THE HOMELESS 340 NORTH MADISON AVENUE LOS ANGELES CA 90004 NONE PC WELFARE 125000 PEOPLE CONCERN 2116 ARLINGTON AVENUE LOS ANGELES CA 90018 NONE PC GENERAL SUPPORT 175000 PEPPERDINE UNIVERSITY 24255 PACIFIC COAST HIGHWAY MALIBU CA 90263 NONE PC EDUCATION 1000 PUBLIC COUNSEL 610 SOUTH ARDMORE AVENUE LOS ANGELES CA 90005 NONE PC HEALTH 90000 PUENTE LEARNING CENTER 501 SOUTH BOYLE AVENUE LOS ANGELES CA 90033 NONE PC SOCIAL WELFARE 85000 RAINBOW LABS MENTORING INC 1037 N GARDNER ST APT 1 WEST HOLLYWOOD CA 90046 NONE PC YOUTH DEVELOPMENT 25000 RAPE FOUNDATION 1223 WILSHIRE BOULEVARD 410 SANTA MONICA CA 90403 NONE PC SOCIAL WELFARE 150000 REDF TWO EMBARCADERO CENTER SUITE 650 SAN FRANCISCO CA 94111 NONE PC SOCIAL SERVICES 60000 SAFE PLACE FOR YOUTH 2469 LINCOLN BOULEVARD LOS ANGELES CA 90291 NONE PC SOCIAL WELFARE 100000 SALVATION ARMY 906 SOUTH FRANCISCO STREET LOS ANGELES CA 90071 NONE PC SOCIAL WELFARE 125000 SANCTUARY OF HOPE PO BOX 431038 LOS ANGELES CA 90043 NONE PC SOCIAL WELFARE 75000 SHIELDS OF FAMILIES INC PO BOX 59129 LOS ANGELES CA 90059 NONE PC GENERAL SUPPORT 125000 SOUTH CENTRAL LOS ANGELES MINISTRY PROJECT 892 E 48TH STREET LOS ANGELES CA 90011 NONE PC RELIGIOUS 80000 SOUTHERN CALIFORNIA GRANTMAKERS 1000 NORTH ALAMEDA STREET SUITE 230 LOS ANGELES CA 90012 NONE PC SOCIAL SERVICES 50000 SOUTHERN CALIFORNIA PUBLIC RADIO 474 SOUTH RAYMOND AVENUE PASADENA CA 91105 NONE PC COMMUNICATION 70000 SPROUTS OF PROMISE FOUNDATION 4712 ADMIRALTY WAY MARINA DEL REY CA 90292 NONE PC HEALTH 25000 ST ANNE'S MATERNITY HOME 155 NORTH OCCIDENTAL BOULEVARD LOS ANGELES CA 90026 NONE PC WELFARE 115000 ST JOHN'S HOSPITAL HEALTH CTR 2121 SANTA MONICA BOULEVARD SANTA MONICA CA 90404 NONE PC HEALTH 80000 STEP UP ON SECOND STREET 1328 SECOND STREET SANTA MONICA CA 90401 NONE PC SOCIAL WELFARE 150000 STUDENT MOJO 1562 N LOS ROBLES AVENUE PASADENA CA 91104 NONE PC YOUTH DEVELOPMENT 10000 THE ALLIANCE FOR CHILDREN'S RIGHTS 3333 WILSHIRE BOULEVARD NUMBER 550 LOS ANGELES CA 90010 NONE PC YOUTH DEVELOPMENT 125000 THE UNUSUAL SUSPECTS THEATRE COMPANY 3719 VERDUGO ROAD LOS ANGELES CA 90065 NONE PC ARTS EDUCATION 60000 UCLA FOUNDATION PO BOX 951784 LOS ANGELES CA 90096 NONE PC HEALTH 172652 UCLA JONSSON CANCER CENTER FOUNDATION PO BOX 951780 LOS ANGELES CA 90095 NONE PC HEALTH 150000 UNITE LA 350 SOUTH BIXEL STREET 200 LOS ANGELES CA 90017 NONE PC EDUCATION 100000 UNITED STATES VETERANS INITIATIVE 800 WEST 6TH STREET SUITE 1505 LOS ANGELES CA 90017 NONE PC WELFARE 115000 UNIVERSITY OF SOUTHERN CALIFORNIA 3551 TROUSDALE PARKWAY SUITE 160 LOS ANGELES CA 90089 NONE PC EDUCATION 85000 VENICE FAMILY CLINIC 604 ROSE AVENUE VENICE CA 90291 NONE PC HEALTH 125000 WAYFINDER FAMILY SERVICES 5300 ANGELES VISTA BLVD LOS ANGELES CA 90043 NONE PC FAMILY SUPPORT 80000 WESTSIDE INFANT-FAMILY NETWORK 8611 WASHINGTON BOULEVARD CULVER CITY CA 90232 NONE PC SOCIAL SERVICES 150000 WILDWOOD SCHOOL 11811 W OLYMPIC BLVD LOS ANGELES CA 90064 NONE PC EDUCATION 50000 WOODEN FLOOR FOR YOUTH MOVEMENT 1810 NORTH MAIN STREET SANTA ANA CA 92706 NONE PC YOUTH DEVELOPMENT 115000 8780652 0 14 251006 18 3191493 FEDERAL EXCISE TAX BENEFIT 01 393695 0 3836194 0 3836194 11A FEDERAL EXCISE TAX BENEFIT 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 121900 0 121900 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 VANGUARD PRIMECAP CORE FMV 2150146 2150146 VANGUARD TOTAL INTL STK FMV 2001106 2001106 VANGUARD 500 INDEX FD FMV 830639 830639 PATHWAY PRIVATE EQUITY FUND - PRIVATE EQUITY INVESTMENT PARTNERSHIPS FMV 5622439 5622439 ANGELES ABSOLUTE RETURN FUND - OFFSHORE HEDGE FUND VEHICLES FMV 8460937 8460937 ANGELES GLOBAL EQUITY OPPORTUNITES FUND FMV 67016649 67016649 LONE STAR REAL ESTATE FUND III FMV 12019 12019 LONE STAR REAL ESTATE FUND IV FMV 655740 655740 SCULPTOR REAL ESTATE PARALLEL FUND III B, LP FMV 673771 673771 HARBOURVEST PARTNERS - DOVER STREET VIII FMV 597226 597226 HARBOURVEST GLOBAL ANNUAL PRIVATE EQUITY FUND LP FMV 5013974 5013974 PORTFOLIO ADVISORS REAL ESTATE FUND V, LP FMV 541483 541483 BROOKFIELD CAPITAL PARTNERS FUND IV FMV 2386017 2386017 ANGELES PRIVATE MARKETS FUND 1, LP FMV 4284184 4284184 ANGELES PRIVATE MARKETS FUND 2, LP FMV 15511128 15511128 ANGELES PRIVATE MARKETS FUND 3, LP FMV 8026784 8026784 ANGELES DIVERSIFIED INCOME FUND FMV 13037078 13037078 ANGELES PRIVATE MARKETS FUND 4, LP FMV 2233082 2233082 ANGELES PRIVATE CREDIT FUND FMV 3935454 3935454 ANGELES PRIVATE CREDIT FUND 2 FMV 1975134 1975134 CHARLES SCHWAB TREASURY BILLS FMV 16363039 16363039 LEGAL FEES 3982 0 3982 REDEMPTION RECEIVABLE 9000000 0 0 TAXES RECEIVABLE 0 82429 82429 NET UNREALIZED GAIN (LOSS) 29639170 POSTAGE & COURIER 4781 0 4781 INSURANCE 3657 0 3657 OFFICE SUPPLIES 821 0 749 CHECKING ACCOUNT FEES 175 0 175 PARKING 3960 0 3960 PAYROLL PREP FEE 1562 0 1562 TELEPHONE 12584 0 11574 HALO PROGRAM 1450 0 1450 MISCELLANEOUS EXPENSES 29003 0 2466 PARTNERSHIP EXPENSES 0 1098211 0 PARTNERSHIP INCOME 4405559 FEDERAL EXCISE TAX BENEFIT 393695 393695 DEFERRED TAX LIABILTY 1268382 856399 TAXES PAYABLE 89038 0 CONSULTING 305230 0 305230 INVESTMENT EXPENSE 156525 156525 0 OTHER PROFESSIONAL FEES 68631 0 68631