CARL AND ROBERTA DEUTSCH FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CARL AND ROBERTA DEUTSCH FOUNDATION (EIN 95-4610378)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349103630
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T15:22:26-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 555 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 No 600 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL DEUTSCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104530055 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN S MCMAHON | PreparerPersonNm |
| PTIN | P00966494 | PTIN |
| Phone | 4157834000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.203.115.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 14:27:33 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 82C618081E23B0DF6B59A913B4A32651ADCE35D1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $120,281,175 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,785,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,785,184 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,851,780 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $6,051,459 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $1,878,711 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,636,964 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,715,354 | 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 | $155,553 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $155,553 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,277 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,277 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,683 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,683 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $86,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $86,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $654,513 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $317,703 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $336,810 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $151,965 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,338 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33,693 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,693 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,661 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $465,803 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,661 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,152,945 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $791,844 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $683,297 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,422,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,422,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,574,945 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $791,844 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,105,297 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,062,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,923,510 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,780 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $138,235 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $138,235 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $23,225 | AcctRcvblAmt |
| Acct Rcvbl BOY | $82,321 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $23,225 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $23,225 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $117,842,310 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $120,119,715 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $120,119,715 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $117,936,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $120,281,175 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $120,281,175 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $228,917 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $252,914 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $228,917 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $252,914 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $117,707,494 | UnrestrictedBOYAmt |
| Unrestricted EOY | $120,028,261 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,707,494 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $120,028,261 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,936,411 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $120,281,175 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,707,494 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,062,019 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,258,748 | OtherIncreasesAmt |
| Subtotal | $120,028,261 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $120,028,261 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| CAPITAL GAINS FROM PARTNERSHIPS | P | $199,679 | $199,679 |
| CAPITAL GAINS FROM PUBLICLY TRADED SECURITES | P | $5,851,780 | $5,851,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,051,459 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,355,083 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $122,771,195 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051764 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,346,569 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $126,197,861 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050291 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,100,199 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $117,023,948 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052128 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,523,533 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $107,193,438 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051529 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,980,830 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $110,498,859 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045076 | DistributionYr5Rt |
| Total Distribution | 0.250788 | TotalDistributionRt |
| Average Distribution | 0.050158 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $115,751,717 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,805,875 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $89,235 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,895,110 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,105,297 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $89,235 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $89,235 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $89,235 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $99,435 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $25,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $124,435 | TotalPaymentsAndCreditsAmt |
| Overpayment | $35,200 | OverpaymentAmt |
| Applied To ES Tax | $35,200 | 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 | William Holler | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
| WILLIAM E HOLLER | ||||||||
| 2444 WILSHIRE BLVD SUITE 600 | SANTA MONCIA | CA | 90403 | VP/SEC/TREAS | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| JMC Philanthropic Advisors | ||||||
| 2444 Wilshire Boulevard SUITE 622 | Santa Monica | CA | 90403 | CONSULTING | $180,000 | |
| DELOITTE & TOUCHE LLP | ||||||
| 555 W 5TH STREET SUITE 2700 | LOS ANGELES | CA | 90013 | PROFESSIONAL FEES | $86,600 | |
| BLUE GARNET | ||||||
| 8055 WEST MANCHESTER AVENUE SUITE | LOS ANGELES | CA | 90293 | CONSULTING | $72,240 | 430 |
| LYNN ALVAREZ | ||||||
| 221 NORTH FIGUEROA STREET SUITE 350 | LOS ANGELES | CA | 90012 | CONSULTING | $60,996 | |
| 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 | $117,353,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,699 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $117,514,433 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $117,514,433 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,762,716 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $115,751,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,787,586 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,787,586 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $89,235 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $89,235 | TotalTaxAmt |
| Distributable Before Adj | $5,698,351 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,698,351 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,698,351 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,105,297 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,105,297 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $89,235 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,016,062 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,698,351 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,117,988 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,105,297 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,117,988 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,987,309 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,711,042 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Advancement Project | ||||||||
| 1545 Wilshire BOULEVARD 800 | Los Angeles | CA | 90017 | None | PC | Welfare | $5,000 | |
| Advancement Through Opportunity AND KNOWLEDGE | ||||||||
| 1200 WEST 37TH PLACE | Los Angeles | CA | 90007 | None | PC | Youth Development | $75,000 | |
| ASSistance League of LOS ANGELES | ||||||||
| 826 COLE AVENUE | LOS ANGELES | CA | 90038 | None | PC | SOCIAL SERVICES | $1,000 | |
| Assistance League of Palm Springs Area | ||||||||
| PO Box 3056 | Rancho Mirage | CA | 92270 | None | PC | Social Services | $10,000 | |
| AVON PRODUCTS FOUNDATION | ||||||||
| 777 THIRD AVENUE | NEW YORK | NY | 10017 | None | PC | Health | $1,000 | |
| Bright Prospect Scholar Support | ||||||||
| 1460 East Holt Avenue | Pomona | CA | 91767 | None | PC | Youth Development | $110,000 | |
| California Community Foundation | ||||||||
| 221 South Figueroa Street Suite 400 | Los Angeles | CA | 90012 | None | PC | Community Improvement | $90,000 | |
| California Hospital Medical CENTER FOUNDATION | ||||||||
| 1401 SOUTH GRAND AVENUE | Los Angeles | CA | 90015 | None | PC | Health | $85,000 | |
| California State University Northridge Foundation | ||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | None | PC | Education | $25,000 | |
| California Wildlife Center | ||||||||
| PO Box 2022 | Malibu | CA | 90265 | None | PC | Welfare | $10,000 | |
| CASA of Los Angeles | ||||||||
| 201 Centre Plaza Drive Room 1100 | Montery Park | CA | 91754 | None | PC | Human Services | $100,000 | |
| CENTER FOR NON-VIOLENT EDUCATION AND PARENTING | ||||||||
| 1226 NORTH ALVARADO STREET | Los Angeles | CA | 90026 | None | PC | Youth Development | $55,000 | |
| Centinela Youth Services Incorporation | ||||||||
| 11539 HAWTHORNE BOULEVARD 5TH FLOOR | HAWTHORNE | CA | 90250 | None | PC | Youth Development | $25,000 | |
| Children's Bureau | ||||||||
| 1575 Dr Martin Luther King Jr | Indianapolis | IN | 46202 | None | PC | Human Services | $75,000 | StREET |
| Chrysalis Center | ||||||||
| 522 SOUTH MAIN STREET | LOS Angeles | CA | 90013 | None | PC | Human Services | $87,000 | |
| City Of Hope | ||||||||
| 1055 Wilshire BOUlEvARd | Los Angeles | CA | 90017 | None | PC | Health | $10,000 | |
| Coalition for Responsible Community Development | ||||||||
| 3101 SOUTH GRAND AVENUE | Los Angeles | CA | 90007 | None | PC | Community Improvement | $105,000 | |
| Community Partners | ||||||||
| 1000 NORTH Alameda STREET 240 | Los Angeles | CA | 90012 | None | PC | Welfare | $25,000 | |
| Compassion & Choices | ||||||||
| 4155 EAST JEWELL AVENUE SUITE 200 | DENVER | CO | 80222 | None | PC | Health | $1,000 | |
| DKMS Americas | ||||||||
| 100 BROADWAY 6TH FLOOR | NEW YORK | NY | 10005 | None | PC | Health | $5,000 | |
| DOWNTOWN WOMENS CENTER | ||||||||
| 442 SOUTH SAN PEDRO STREET | LOS ANgeles | CA | 90013 | None | PC | WELFARE | $75,000 | |
| Esperanza Community Housing Corporation | ||||||||
| 2337 SOUTH Figueroa Street | Los Angeles | CA | 90007 | None | PC | Social Services | $100,000 | |
| Everychild Foundation | ||||||||
| P O Box 1808 | Pacific Palisades | CA | 90272 | None | PC | Education | $10,000 | |
| Exceptional Children's Foundation | ||||||||
| 8740 Washington BOULEVARD | Culver City | CA | 90232 | None | PC | Welfare | $60,000 | |
| FOOD FORWARD | ||||||||
| 7412 FULTON AVENUE 3 | NORTH HOLLYWOOD | CA | 91605 | None | PC | SOCIAL SERVICES | $10,000 | |
| Foothill Family | ||||||||
| 2500 EAST FOOTHILL BOULEVARD SUITE | PASADENA | CA | 91107 | None | PC | Social Welfare | $75,000 | 300 |
| Foothill Unity Center | ||||||||
| 415 WEST CHESTNUT AVENUE | MONROVIA | CA | 91016 | None | PC | Community Improvement | $25,000 | |
| FORD THEATRE FOUNDATION | ||||||||
| 2580 CAHUENGA BOULEVARD EAST | HOLLYWOOD | CA | 90068 | NONe | PC | WELFARE | $100,000 | |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | ||||||||
| 1102 Q STREET SUITE 4800 | SACramento | CA | 95811 | None | PC | EDUCATION | $90,000 | |
| Friends of Cabrillo Marine Aquarium | ||||||||
| 3720 Stephen White Way | San Pedro | CA | 90731 | None | PC | Welfare | $10,000 | |
| GARDEN CONSERVANCY | ||||||||
| PO BOX 219 | COLD SPRING | NY | 10516 | NONe | PC | EDUCATION | $5,000 | |
| Good Shepherd Shelter of Los Angeles | ||||||||
| 2561 VENICE BOULEVARD | Los Angeles | CA | 90019 | None | PC | Welfare | $60,000 | |
| Goodwill Industries Of Southern California | ||||||||
| 342 NORTH San Fernando Road | Los Angeles | CA | 90031 | None | PC | Welfare | $85,000 | |
| Harmony Project | ||||||||
| 4322 WILSHIRE BOULEVARD SUITE 101 | Los Angeles | CA | 90010 | None | PC | Youth Development | $60,000 | |
| Harps Foundation | ||||||||
| 4101 GROVE AVENUE | RICHMOND | VA | 23221 | None | PC | Youth Development | $25,000 | |
| Heart of Los Angeles Youth | ||||||||
| 2701 WILSHIRE BOULEVARD SUITE 100 | Los Angeles | CA | 90057 | None | PC | Youth Development | $5,000 | |
| Homeboy Industries | ||||||||
| 1916 EAST First Street | Los Angeles | CA | 90033 | None | PC | Social Services | $100,000 | |
| HUMAN-I-T | ||||||||
| 130 PINE AVENUE SUITE 200 | LONG BEACH | CA | 90802 | None | PC | Community Improvement | $25,000 | |
| Imagine Los Angeles | ||||||||
| 5455 Wilshire BOUlEvARd Suite 1001 | Los Angeles | CA | 90036 | None | PC | Human Services | $45,000 | |
| International Medical Corps | ||||||||
| 1919 Santa Monica Boulevard | Santa Monica | CA | 90404 | None | PC | Health | $25,000 | |
| Jewish Free Loan Association | ||||||||
| 6505 Wilshire BOULEVARD 715 | Los Angeles | CA | 90048 | None | PC | Social Services | $5,000 | |
| Jewish Homes for Aging of Great Washington DC | ||||||||
| 12320 Parklawn DrIVE | Rockville | MD | 20852 | None | PC | Social Service | $15,000 | |
| Jewish Vocational Service | ||||||||
| 6505 Wilshire BOUlEvARd Suite 200 | Los Angeles | CA | 90048 | None | PC | Education | $100,000 | |
| Jovenes incorporation | ||||||||
| 1208 Pleasant AveNUE | Los Angeles | CA | 90033 | None | PC | Human Services | $90,000 | |
| JULES AND DORIS STEIN UCLA SUPPORT GROUP | ||||||||
| PO BOX 30 | Beverly Hills | CA | 90213 | None | PC | Health | $25,000 | |
| JUNIOR BLIND OF AMERICA | ||||||||
| 5300 ANGELES VISTA BOULEVARD | LOS ANGELES | CA | 90043 | None | PC | SOCIAL SERVICES | $30,000 | |
| KOREATOWN YOUTH AND COMMUNITY CENTER | ||||||||
| 3727 WEST Sixth Street | Los Angeles | CA | 90020 | None | PC | Welfare | $3,000 | |
| LAKE AVENUE FOUNDATION | ||||||||
| 712 EAST VILLA STREET | PASADENA | CA | 91101 | None | PC | Community Improvement | $25,000 | |
| Long Beach Day Nursery | ||||||||
| 1548 Chestnut AveNUE | Long Beach | CA | 90813 | None | PC | Educational | $80,000 | |
| LOS ANGELES LGBT CENTER | ||||||||
| 1625 SCHRADER BOULEVARD | LOS ANGELES | CA | 90028 | None | PC | WELFARE | $100,000 | |
| Los Angeles Youth Network | ||||||||
| 1754 Taft Street | Los Angeles | CA | 90028 | None | PC | Early Education | $55,000 | |
| Lutheran Social Service of SOUTHERN CALIFORNIA | ||||||||
| 2560 NORTH Santiago BOULEVARD | Orange | CA | 92867 | None | PC | Religious | $18,000 | |
| MAR VISTA FAMILY CENTER | ||||||||
| 5075 SOUTH SLAUSON AVENUE | CULVER CITY | CA | 90230 | None | PC | Youth Development | $55,000 | |
| Medicine For Humanity | ||||||||
| 22866 Beckledge Terrace | Malibu | CA | 90265 | None | PC | Education | $4,000 | |
| Nature Bridge | ||||||||
| 11741 Wheatfield Loop | Hudson | FL | 34667 | None | PC | Social Service | $5,000 | |
| New Directions | ||||||||
| 11303 Wilshire BOUlEvARd BUIldINg | Los Angeles | CA | 90073 | None | PC | Welfare | $75,000 | 116 |
| OCEAN PARK COMMUNITY CENTER | ||||||||
| 1453 16TH STREET | SANTA MONICA | CA | 90404 | None | PC | WELFARE | $125,000 | |
| Old Town Artisan Studio | ||||||||
| 78-100 Main Street 104 | La quinta | CA | 92253 | None | PC | Education | $15,000 | |
| One Voice | ||||||||
| 1228 15th StREET SUIte C | Santa Monica | CA | 90404 | None | PC | Human Services | $70,000 | |
| OPERATION JUMP START | ||||||||
| 3515 LINDEN AVENUE | LONG BEACH | CA | 90807 | None | PC | Education | $40,000 | |
| OREGON BALLET THEATRE | ||||||||
| 0720 SOUTHWEST BANCROFT STREET | PORTLAND | OR | 97239 | None | PC | Arts Education | $2,500 | |
| 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 | $50,000 | |
| Pacific Legal Foundation | ||||||||
| 555 Capital Mall Suite 350 | Sacramento | CA | 95814 | None | PC | Education | $50,000 | |
| People Assisting The Homeless | ||||||||
| 340 North Madison Avenue | Los Angeles | CA | 90004 | None | PC | Welfare | $75,000 | |
| Professional Dancer Society | ||||||||
| PO Box 15605 | Beverly Hills | CA | 90209 | None | PC | Welfare | $25,000 | |
| Public Counsel | ||||||||
| 610 South Ardmore AveNUE | Los Angeles | CA | 90005 | None | PC | Health | $115,000 | |
| PUPPIES BEHIND BARS INC | ||||||||
| 263 WEST 38TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | None | PC | Social Service | $5,000 | |
| Rape Foundation | ||||||||
| 1223 Wilshire BOULEVARD 410 | Santa Monica | CA | 90403 | None | PC | Social Welfare | $140,000 | |
| REDF - Woodcock Foundation | ||||||||
| 221 MAIN STREET SUITE 1550 | SAN FRANCISCO | CA | 94105 | None | PC | Social Welfare | $60,000 | |
| RYMAN ARTS | ||||||||
| 1933 SOUTH BROADWAY SUITE 1138 | Los Angeles | CA | 90007 | None | PC | Arts Education | $50,000 | |
| Salvation Army | ||||||||
| 906 South Francisco Street | Los Angeles | CA | 90071 | None | PC | Social Welfare | $100,000 | |
| SHARE incorporation | ||||||||
| 165 WEST 46TH STREET SUITE 712 | NEW YORK | NY | 10036 | None | PC | HEALTH | $50,000 | |
| SKID ROW HOUSING TRUST | ||||||||
| 1317 EAST SEVENTH STREET | LOS Angeles | CA | 90021 | None | PC | SOCIAL WELFARE | $70,000 | |
| SOPHIA T SALVIN SPECIAL EDUCATION CENTER | ||||||||
| 1925 S BUDLONG AVENUE | LOS ANGELES | CA | 90007 | None | PC | EDUCATION | $10,000 | |
| SOUTH CENTRAL LOS ANGELES MINISTRY PROJECT | ||||||||
| 892 EAST 48TH STREET | Los Angeles | CA | 90011 | None | PC | Religious | $55,000 | |
| Southern California Public Radio | ||||||||
| 474 SOUTH Raymond Avenue | Pasadena | CA | 91105 | None | PC | Communication | $65,000 | |
| St Anne's Maternity Home | ||||||||
| 155 NORTH Occidental BOULEVARD | Los Angeles | CA | 90026 | None | PC | Welfare | $72,500 | |
| ST JOHN'S HOSPITAL HEALTH CENTER | ||||||||
| 3075 NW 35TH AVENUE | LAUD LAKES | FL | 33311 | None | PC | MEDICAL | $50,000 | |
| ST JOSEPH CENTER | ||||||||
| 204 HAMPTON DRIVE | VEnice | CA | 90291 | None | PC | WELFARE | $75,000 | |
| STEP UP ON SECOND STREET | ||||||||
| 1328 SECOND STREET | SANTA MONICA | CA | 90401 | None | PC | Social Welfare | $110,000 | |
| STREET POETS | ||||||||
| 2116 ARLINGTON AVENUE SUITE 310 | Los Angeles | CA | 90018 | None | PC | Arts Education | $40,000 | |
| THE NANCY PAINTER HOME FOR MOTHERS | ||||||||
| 14100 DICKENS STREET NUMBER 4 | SHERMAN OAKS | CA | 91423 | None | PC | Social Welfare | $1,000 | |
| UC Regents | ||||||||
| 10945 La conte Ave 3132 | Los Angeles | CA | 90095 | None | PC | Education | $500,000 | |
| UCLA Foundation | ||||||||
| PO Box 951784 | Los Angeles | CA | 90096 | None | PC | Health | $106,000 | |
| UCLA JONSSON CANCER CENTER FOUNDATION | ||||||||
| PO BOX 951780 | Los Angeles | CA | 90095 | None | PC | Health | $105,000 | |
| UNITED FRIENDS OF THE CHILDREN | ||||||||
| 1055 WILSHIRE BOULEVARD SUITE 1955 | Los Angeles | CA | 90017 | None | PC | Youth Development | $110,000 | |
| United States Veterans Initiative | ||||||||
| 800 WEST 6th Street | Los Angeles | CA | 90017 | None | PC | Welfare | $100,000 | |
| United Way | ||||||||
| 1150 SOUTH Olive Street T500 | Los Angeles | CA | 90015 | None | PC | Human Services | $50,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY GARDENS | Los Angeles | CA | 90089 | None | PC | Education | $60,000 | |
| Venice Family Clinic | ||||||||
| 604 Rose Avenue | Venice | CA | 90291 | None | PC | Medical | $100,000 | |
| WOMEN IN NEED | ||||||||
| 115 WEST 31ST STREET | NEW YORK | NY | 10001 | None | PC | Social Welfare | $5,000 | |
| Wooden Floor for Youth Movement | ||||||||
| 1810 NORTH Main Street | Santa Ana | CA | 92706 | None | PC | Social Welfare | $90,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,422,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,785,184 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,851,780 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,636,964 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,636,964 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $86,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $86,600 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| 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 2016 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 2016 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. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $57,588,518 | $57,588,518 |
| FUND OF FUNDS | FMV | $18,253,199 | $18,253,199 |
| PRIVATE EQUITY | FMV | $21,205,179 | $21,205,179 |
| GLOBAL EQUITY | FMV | $19,029,779 | $19,029,779 |
| US EQUITY FUNDS | FMV | $4,043,040 | $4,043,040 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,683 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,683 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE & COURIER | $3,446 | $0 | $3,446 |
| INSURANCE | $1,135 | $0 | $1,135 |
| OFFICE SUPPLIES | $10,992 | $0 | $10,992 |
| CHECKING ACCOUNT FEES | $952 | $0 | $952 |
| PAYROLL PREP FEE | $1,724 | $0 | $1,724 |
| PARKING | $5,058 | $0 | $5,058 |
| TELEPHONE | $12,330 | $0 | $12,330 |
| OFFICE PLANTS | $3,430 | $0 | $3,430 |
| MISCELLANEOUS EXPENSES | $9,594 | $0 | $9,594 |
| PARTNERSHIP EXPENSES | $0 | $465,803 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Net unrealized Gain (Loss) | $1,258,144 |
| Prior Period Adjustment | $604 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILTY | Desc |
| BOY Book Value | $228,917 | BOYBookValueAmt |
| EOY Book Value | $252,914 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $180,000 | $0 | $180,000 |
| INVESTMENT EXPENSE | $317,703 | $317,703 | $0 |
| Other Professional Fees | $156,810 | $0 | $156,810 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $0 | $8,338 | $0 |
| TAX PROVISION | $151,945 | $0 | $0 |
| FILING FEES | $20 | $0 | $20 |