2018-11-15T16:01:46-06:00 2017-12-31 861065772 DELOITTE TAX LLP 555 MISSION STREET SAN FRANCISCO CA 94105 990PF 2017-01-01 954610378 CARL & ROBERTA DEUTSCH FOUNDATION CARL 3104530055 2444 WILSHIRE BLVD NO 600 SANTA MONICA CA 90403 KRISTINA DEUTSCH SECRETARY 3104530055 2018-11-14 1 JOAN S MCMAHON P00966494 4157834000 75.27.242.128 2018-11-14 22:29:52 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 40B1CA659B6B02CC8A600264B1F205665E55F07D 2017 2019-02-21 02:37:17Z X 136593987 X X 1742390 1742390 8234425 9468605 0 1198459 9976815 12409454 0 0 0 197346 0 197346 16956 0 16956 1393 0 1393 123280 0 123280 643780 271150 372630 413945 3298 0 29976 0 29976 50550 567789 50550 1477226 842237 792131 6140800 6140800 7618026 842237 6932931 2358789 11567217 138235 309233 309233 25432 23225 25432 25432 120119715 136259322 136259322 120281175 136593987 136593987 252914 526522 252914 526522 X 120028261 136067465 120028261 136067465 120281175 136593987 120028261 2358789 13680415 136067465 0 136067465 CAPITAL GAINS FROM PARTNERSHIPS P 1234180 1234180 CAPITAL GAINS FROM PUBLICLY TRADED SECURITIES P 8234425 8234425 9468605 0 6016062 115751717 0.051974 6355083 122771195 0.051764 6346569 126197861 0.050291 6100199 117023948 0.052128 5523533 107193438 0.051529 0.257686 0.051537 126865505 6538268 115672 6653940 6932931 X 115672 0 115672 0 115672 125200 100000 0 225200 X 742 108786 108786 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 1 N/A WILLIAM HOLLER 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 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 WILLIAM E HOLLER 2444 WILSHIRE BLVD SUITE 600 SANTA MONICA CA 90403 VP/TREAS 1.00 0 0 0 NONE 0 JMC PHILANTHROPIC ADVISORS 2444 WILSHIRE BOULEVARD SUITE 622 SANTA MONICA CA 90403 CONSULTING 180000 DELOITTE & TOUCHE LLP 555 W 5TH STREET SUITE 2700 LOS ANGELES CA 90013 PROFESSIONAL FEES 123280 BLUE GARNET 8055 WEST MANCHESTER AVENUE SUITE 430 LOS ANGELES CA 90293 CONSULTING 83584 AELD LLC 2444 WILSHIRE BOULEVARD SUITE 600 SANTA MONICA CA 90403 ACCOUNTING FEES 50927 0 0 128681041 90994 25432 128797467 0 0 128797467 1931962 126865505 6343275 6343275 115672 115672 6227603 0 6227603 0 6227603 6932931 0 6932931 115672 6817259 6227603 3711042 0 0 6932931 3711042 0 0 3221889 0 0 0 0 0 0 0 0 3005714 0 0 0 CARL DEUTSCH X 24TH STREET THEATRE COMPANY 1117 WEST 24TH STREET LOS ANGELES CA 90007 NONE PC ARTS EDUCATION 40000 ADVANCEMENT THROUGH OPPORTUNITY AND KNOWLEDGE 1200 WEST 37TH PLACE LOS ANGELES CA 90007 NONE PC YOUTH DEVELOPMENT 75000 ASSISTANCE LEAGUE OF LOS ANGELES 826 COLE AVENUE LOS ANGELES CA 90038 NONE PC SOCIAL SERVICES 1000 BRIGHT PROSPECT SCHOLAR SUPPORT 1460 EAST HOLT AVENUE POMONA CA 91767 NONE PC YOUTH DEVELOPMENT 110000 CALIFORNIA COMMUNITY FOUNDATION 221 SOUTH FIGUEROA STREET SUITE 400 LOS ANGELES CA 90012 NONE PC COMMUNITY IMPROVEMENT 190000 CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION 1401 SOUTH GRAND AVENUE LOS ANGELES CA 90015 NONE PC HEALTH 88000 CALIFORNIA WILDLIFE CENTER PO BOX 2022 MALIBU CA 90265 NONE PC WELFARE 5000 CATHOLIC CHARITIES OF LOS ANGELES 1531 JAMES M WOOD BOULEVARD LOS ANGELES CA 90015 NONE PC RELIGIOUS 35000 CHILDREN'S BUREAU 1575 DR MARTIN LUTHER KING JR STREET INDIANAPOLIS IN 46202 NONE PC HUMAN SERVICES 75000 CHRYSALIS CENTER 522 SOUTH MAIN STREET LOS ANGELES CA 90013 NONE PC HUMAN SERVICES 87000 CITY OF HOPE 1055 WILSHIRE BOULEVARD LOS ANGELES CA 90017 NONE PC HEALTH 10000 COALITION FOR RESPONSIBLE COMMUNITY DEVELOPMENT 3101 SOUTH GRAND AVENUE LOS ANGELES CA 90007 NONE PC COMMUNITY IMPROVEMENT 130000 COMMUNITY PARTNERS 1000 NORTH ALAMEDA STREET 240 LOS ANGELES CA 90012 NONE PC WELFARE 155000 ETM-LA 2501 WEST BURBANK BOULEVARD SUITE 301 BURBANK CA 91505 NONE PC ARTS EDUCATION 60000 EVERYCHILD FOUNDATION PO BOX 1808 PACIFIC PALISADES CA 90272 NONE PC EDUCATION 10000 EXCEPTIONAL CHILDREN'S FOUNDATION 8740 WASHINGTON BOULEVARD CULVER CITY CA 90232 NONE PC WELFARE 35000 FERNANDO PULLUM 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 60000 FOOTHILL FAMILY 2500 EAST FOOTHILL BOULEVARD SUITE 300 PASADENA CA 91107 NONE PC SOCIAL WELFARE 90000 FRIENDS OF CABRILLO MARINE AQUARIUM 3720 STEPHEN WHITE WAY SAN PEDRO CA 90731 NONE PC WELFARE 10000 FRIENDS OF MALIBU URGENT CARE CENTER PO BOX 6836 MALIBU CA 90264 NONE PC MEDICAL 10000 GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA 342 NORTH SAN FERNANDO ROAD LOS ANGELES CA 90031 NONE PC WELFARE 100000 HARMONY PROJECT 4322 WILSHIRE BOULEVARD SUITE 101 LOS ANGELES CA 90010 NONE PC YOUTH DEVELOPMENT 60000 HARPS FOUNDATION 4101 GROVE AVENUE RICHMOND VA 23221 NONE PC YOUTH DEVELOPMENT 15000 HATHAWAY-SYCAMORES CHILD AND FAMILY SERVICES 100 WEST WALNUT STREET PASADENA CA 91124 NONE PC SOCIAL SERVICES 220000 HEART OF LOS ANGELES YOUTH 2701 WILSHIRE BOULEVARD SUITE 100 LOS ANGELES CA 90057 NONE PC YOUTH DEVELOPMENT 25000 HILLSIDES 940 AVENUE 64 PASADENA CA 91105 NONE PC YOUTH DEVELOPMENT 200000 HOPE OF THE VALLEY RESCUE MISSION 11134 SEPULVEDA BOULEVARD MISSION HILLS CA 91345 NONE PC SOCIAL SERVICES 10000 IFOSTER PO BOX 159 TRUCKEE CA 96160 NONE PC YOUTH DEVELOPMENT 50000 INNER-CITY ARTS 720 KOHLER STREET LOS ANGELES CA 90021 NONE PC ARTS EDUCATION 65000 JEWISH FREE LOAN ASSOCIATION 6505 WILSHIRE BOULEVARD 715 LOS ANGELES CA 90048 NONE PC SOCIAL SERVICES 5000 JEWISH VOCATIONAL SERVICE 6505 WILSHIRE BOULEVARD SUITE 200 LOS ANGELES CA 90048 NONE PC EDUCATION 100000 JUNIOR BLIND OF AMERICA 5300 ANGELES VISTA BOULEVARD LOS ANGELES CA 90043 NONE PC SOCIAL SERVICES 30000 KOREA TOWN SENIOR AND COMMUNITY CENTER 965 SOUTH NORMANDIE AVENUE SUITE 200 LOS ANGELES CA 90006 NONE PC SOCIAL SERVICES 4000 KOREATOWN YOUTH AND COMMUNITY CENTER 3727 WEST SIXTH STREET LOS ANGELES CA 90020 NONE PC WELFARE 60000 LOS ANGELES CENTER FOR LAW AND JUSTICE 5301 WHITTIER BOULEVARD 4TH FLOOR LOS ANGELES CA 90022 NONE PC SOCIAL SERVICES 25000 LOS ANGELES JEWISH HOME FOR THE AGING 7150 TAMPA AVENUE RESEDA CA 91335 NONE PC SOCIAL SERVICES 15000 LOS ANGELES LGBT CENTER 1625 SCHRADER BOULEVARD LOS ANGELES CA 90028 NONE PC WELFARE 100000 LOS ANGELES YOUTH NETWORK 1754 TAFT STREET LOS ANGELES CA 90028 NONE PC EARLY EDUCATION 255000 MAR VISTA FAMILY CENTER 5075 SOUTH SLAUSON AVENUE CULVER CITY CA 90230 NONE PC YOUTH DEVELOPMENT 55000 MOTHERS' CLUB FAMILY LEARNING CENTER 980 NORTH FAIR OAKS AVENUE PASADENA CA 91103 NONE PC SOCIAL SERVICES 60000 NATURE BRIDGE 11741 WHEATFIELD LOOP HUDSON FL 34667 NONE PC SOCIAL SERVICES 5000 NEW DIRECTIONS 11303 WILSHIRE BOULEVARD BUILDING 116 LOS ANGELES CA 90073 NONE PC WELFARE 75000 OAKLAND ELIZABETH HOUSE 6423 COLBY STREET OAKLAND CA 94618 NONE PC SOCIAL SERVICES 25000 OCEAN PARK COMMUNITY CENTER 1453 16TH STREET SANTA MONICA CA 90404 NONE PC WELFARE 150000 ONE VOICE 1228 15TH STREET SUITE C SANTA MONICA CA 90404 NONE PC HUMAN SERVICES 70000 OPEN PATHS COUNSELING CENTER 5731 WEST SLAUSON AVENUE CULVER CITY CA 90230 NONE PC SOCIAL SERVICES 10000 OPERATION JUMP START 3515 LINDEN AVENUE LONG BEACH CA 90807 NONE PC EDUCATION 50000 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 50000 PACIFIC LEGAL FOUNDATION 555 CAPITAL MALL SUITE 350 SACRAMENTO CA 95814 NONE PC EDUCATION 50000 PASADENA ARTS COUNCIL 65 SOUTH GRAND AVENUE PASADENA CA 91105 NONE PC ARTS EDUCATION 100000 PASADENA EDUCATIONAL FOUNDATION 351 SOUTH HUDSON AVENUE NUMBER 153 PASADENA CA 91101 NONE PC EDUCATION 25000 PEOPLE ASSISTING THE HOMELESS 340 NORTH MADISON AVENUE LOS ANGELES CA 90004 NONE PC WELFARE 100000 PROFESSIONAL DANCER SOCIETY PO BOX 15605 BEVERLY HILLS CA 90209 NONE PC WELFARE 8500 PUBLIC COUNSEL 610 SOUTH ARDMORE AVENUE LOS ANGELES CA 90005 NONE PC HEALTH 75000 RANCHO SANTA ANA BOTANIC GARDEN 1500 NORTH COLLEGE AVENUE CLAREMONT CA 91711 NONE PC SOCIAL SERVICES 25000 RAPE FOUNDATION 1223 WILSHIRE BOULEVARD 410 SANTA MONICA CA 90403 NONE PC SOCIAL WELFARE 140000 RYMAN ARTS 1933 SOUTH BROADWAY SUITE 1138 LOS ANGELES CA 90007 NONE PC ARTS EDUCATION 50000 SALVATION ARMY 906 SOUTH FRANCISCO STREET LOS ANGELES CA 90071 NONE PC SOCIAL WELFARE 100000 SHARE INCORPORATION 165 WEST 46TH STREET SUITE 712 NEW YORK NY 10036 NONE PC HEALTH 25000 SKID ROW HOUSING TRUST 1317 EAST SEVENTH STREET LOS ANGELES CA 90021 NONE PC SOCIAL WELFARE 70000 SOCIAL VENTURE PARTNERS LOS ANGELES 8055 WEST MANCHESTER AVENUE NUMBER 405 LOS ANGELES CA 90293 NONE PC SOCIAL SERVICES 3500 SOUTH CENTRAL LOS ANGELES MINISTRY PROJECT 892 EAST 48TH STREET LOS ANGELES CA 90011 NONE PC RELIGIOUS 65000 SOUTHERN CALIFORNIA GRANTMAKERS 1000 NORTH ALAMEDA STREET NUMBER 230 LOS ANGELES CA 90012 NONE PC SOCIAL SERVICES 2500 SOUTHERN CALIFORNIA PUBLIC RADIO 474 SOUTH RAYMOND AVENUE PASADENA CA 91105 NONE PC COMMUNICATION 65000 ST ANNE'S MATERNITY HOME 155 NORTH OCCIDENTAL BOULEVARD LOS ANGELES CA 90026 NONE PC WELFARE 326000 ST JOSEPH CENTER 204 HAMPTON DRIVE VENICE CA 90291 NONE PC WELFARE 75000 STEP UP ON SECOND STREET 1328 SECOND STREET SANTA MONICA CA 90401 NONE PC SOCIAL WELFARE 110000 STREET POETS 2116 ARLINGTON AVENUE SUITE 310 LOS ANGELES CA 90018 NONE PC ARTS EDUCATION 40000 TEAM RUBICON 6171 WEST CENTURY BOULEVARD NUMBER 310 LOS ANGELES CA 90045 NONE PC VETERAN SERVICES 1000 THE ALLIANCE FOR CHILDREN'S RIGHTS 3333 WILSHIRE BOULEVARD NUMBER 550 LOS ANGELES CA 90010 NONE PC YOUTH DEVELOPMENT 218000 THE GABRIELLA FOUNDATION 639 SOUTH COMMONWEALTH AVENUE LOS ANGELES CA 90005 NONE PC ARTS EDUCATION 105000 THE NANCY PAINTER HOME FOR MOTHERS 14100 DICKENS STREET NUMBER 4 SHERMAN OAKS CA 91423 NONE PC SOCIAL WELFARE 1000 THE UNUSUAL SUSPECTS THEATRE COMPANY 3719 VERDUGO ROAD LOS ANGELES CA 90065 NONE PC ARTS EDUCATION 35000 UC REGENTS 10945 LA CONTE AVENUE 3132 LOS ANGELES CA 90095 NONE PC EDUCATION 25000 UCLA FOUNDATION PO BOX 951784 LOS ANGELES CA 90096 NONE PC HEALTH 100300 UCLA JONSSON CANCER CENTER FOUNDATION PO BOX 951780 LOS ANGELES CA 90095 NONE PC HEALTH 120000 UNITED FRIENDS OF THE CHILDREN 1055 WILSHIRE BOULEVARD SUITE 1955 LOS ANGELES CA 90017 NONE PC YOUTH DEVELOPMENT 110000 UNITED STATES VETERANS INITIATIVE 800 WEST 6TH STREET LOS ANGELES CA 90017 NONE PC WELFARE 115000 UNITED WAY 1150 SOUTH OLIVE STREET T500 LOS ANGELES CA 90015 NONE PC HUMAN SERVICES 75000 UNIVERSITY OF SOUTHERN CALIFORNIA 3551 TROUSDALE PARKWAY SUITE 160 LOS ANGELES CA 90089 NONE PC EDUCATION 135000 VENICE FAMILY CLINIC 604 ROSE AVENUE VENICE CA 90291 NONE PC MEDICAL 100000 WESTSIDE INFANT - FAMILY NETWORK 8611 WASHINGTON BOULEVARD CULVER CITY CA 90232 NONE PC SOCIAL SERVICES 120000 WILDWOOD SCHOOL 11811 WEST OLYMPIC BOULEVARD LOS ANGELES CA 90064 NONE PC EDUCATION 50000 WOODEN FLOOR FOR YOUTH MOVEMENT 1810 NORTH MAIN STREET SANTA ANA CA 92706 NONE PC SOCIAL WELFARE 90000 6140800 0 14 1742390 18 8234425 0 9976815 0 9976815 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 123280 0 123280 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 PART VII-B, QUESTION 1(A)(3) AELD, INC., A RELATED PARTY TO THE FOUNDATION, DONATED OFFICE SPACE AND ADMINISTRATIVE SERVICES IN THE AMOUNT OF $89,900 TO THE CARL & ROBERTA DEUTSCH FOUNDATION DURING 2017 AT NO CHARGE. THIS IS AN EXCEPTED ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(C). TANGIBLE PROPERTY REGULATIONS: SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONTAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR.SECTION 1.263(A)-3(N) CAPITALIZATION ELECTIONTAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. PART VII-B, QUESTION 1(A)(4): DURING THE 2017 TAX YEAR, THE FOUNDATION PAID COMPENSATION IN THE AMOUNT OF $180,000 TO JANIS MINTON CONSULTING, INC. ("JMC"), A CORPORATION THAT IS WHOLLY OWNED BY ONE OF THE FOUNDATION'S DIRECTORS, JANIS MINTON. JMC PROVIDED (AND CONTINUES TO PROVIDE) SUBSTANTIAL CORE WORK FUNCTIONS FOR THE FOUNDATION, WHICH INCLUDE BUT ARE NOT LIMITED TO, GENERAL FOUNDATION LEADERSHIP AND MANAGEMENT DUTIES, OVERSIGHT AND MANAGEMENT OF THE FOUNDATION'S GRANTMAKING AND OPERATIONAL PLAN, FOUNDATION ADMINISTRATION, PROGRAM MANAGEMENT, BOARD OF DIRECTOR SUPPORT (INCLUDING MEETING FACILITATION), WORKING WITH LEGAL AND OTHER ADVISORS, AND PROVIDING TRAINING AND EDUCATION TO ADVISORY BOARD MEMBERS. JMC IS ADDITIONALLY RESPONSIBLE FOR PROGRAMMATIC ACTIVITIES THAT INCLUDE CREATING GRANT SYSTEMS, CONDUCTING DUE DILIGENCE, AND PROVIDING STRATEGIC DIRECTION.UPON ADVICE OF COUNSEL, THE FOUNDATION'S BOARD OF DIRECTORS (THE "BOARD") HAS DETERMINED THAT THE PAYMENTS TO JMC ARE PROPERLY CLASSIFIED AS PAYMENTS TO A DISQUALIFIED PERSON FOR PERSONAL SERVICES WITHIN THE MEANING OF TREAS. REG. 53.4941(D)-3(C) AND THEREFORE QUALIFY FOR THE EXCEPTION TO SELF-DEALING SET FORTH IN IRC 4941(D)(2)(E). JMC'S SERVICES ARE REASONABLE AND NECESSARY TO CARRY OUT THE FOUNDATION'S EXEMPT PURPOSES. THE FOUNDATION HAS OBTAINED A COMPENSATION STUDY FOR THE RELEVANT PERIOD THAT CONFIRMS THAT THE LEVEL OF COMPENSATION TO JMC IS WELL BELOW MARKET RATE FOR THE EXTENT OF SERVICES PROVIDED, AND IS THEREFORE REASONABLE AND NOT EXCESSIVE. MUTUAL FUNDS FMV 34326414 34326414 FUND OF FUNDS FMV 20729344 20729344 PRIVATE EQUITY FMV 25591682 25591682 GLOBAL EQUITY FMV 51807312 51807312 US EQUITY FUNDS FMV 3804570 3804570 LEGAL FEES 1393 0 1393 POSTAGE & COURIER 5426 0 5426 INSURANCE 2010 0 2010 OFFICE SUPPLIES 17672 0 17672 CHECKING ACCOUNT FEES 678 0 678 PAYROLL PREP FEE 1406 0 1406 PARKING 5668 0 5668 TELEPHONE 12139 0 12139 OFFICE PLANTS 3305 0 3305 MISCELLANEOUS EXPENSES 2246 0 2246 PARTNERSHIP EXPENSES 0 567789 0 PARTNERSHIP INCOME 1198459 NET UNREALIZED GAIN (LOSS) 13680415 DEFERRED TAX LIABILTY 252914 526522 CONSULTING 185000 0 185000 INVESTMENT EXPENSE 271150 271150 0 OTHER PROFESSIONAL FEES 187630 0 187630 FOREIGN TAXES 0 3298 0 TAX PROVISION 413945 0 0