CARL AND ROBERTA DEUTSCH FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CARL AND ROBERTA DEUTSCH FOUNDATION (EIN 95-4610378)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201603199349103160
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T17:25:14-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | William E Holler | PersonNm |
| Person Title | VP/SEC/TREAS | PersonTitleTxt |
| Phone | 3104530055 | PhoneNum |
| Signature | 2016-11-07 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $117,936,411 | 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 | $2,716,431 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,716,431 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,416,521 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $5,590,955 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $34,090 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,915,162 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,167,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,222,548 | 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 | $191,382 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $191,382 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,453 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,453 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $54,796 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $54,796 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $197,224 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $197,224 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $705,272 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $394,040 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $311,232 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Net Invst Incm | $14,105 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $11,273 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,273 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $84,450 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $463,183 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $84,450 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,260,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $871,328 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $866,810 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,581,785 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,581,785 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,842,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $871,328 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,448,595 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $324,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,351,220 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $153,096 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,780 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,780 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $82,321 | AcctRcvblAmt |
| Acct Rcvbl BOY | $59,520 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $82,321 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $82,321 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $126,065,645 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,842,310 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $117,842,310 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $126,278,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,936,411 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,936,411 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $404,957 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $228,917 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $404,957 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $228,917 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $125,873,304 | UnrestrictedBOYAmt |
| Unrestricted EOY | $117,707,494 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $125,873,304 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $117,707,494 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $126,278,261 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $117,936,411 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $125,873,304 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $324,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $126,197,711 | SubtotalAmt |
| Other Decreases | $8,490,217 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $117,707,494 | 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 | $1,174,434 | $1,174,434 |
| CAPITAL GAINS FROM PUBLICLY TRADED SECURITES | P | $4,416,521 | $4,416,521 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,590,955 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,346,569 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $126,197,861 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050291 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,100,199 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $117,023,948 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052128 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,523,533 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $107,193,438 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051529 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,980,830 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $110,498,859 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045076 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,010,287 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $101,367,706 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039562 | DistributionYr5Rt |
| Total Distribution | 0.238586 | TotalDistributionRt |
| Average Distribution | 0.047717 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $122,771,195 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,858,273 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $93,512 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,951,785 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,448,595 | 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 | $93,512 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $93,512 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $93,512 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $103,088 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $50,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $153,088 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $141 | EsPenaltyAmt |
| Overpayment | $59,435 | OverpaymentAmt |
| Applied To ES Tax | $59,435 | 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 (5 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 | $95,525 | |
| DELOITTE TAX LLP | ||||||
| 555 W 5TH STREET SUITE 2700 | LOS ANGELES | CA | 90013 | PROFESSIONAL FEES | $79,625 | |
| BLUE GARNETT | ||||||
| 8055 WEST MANCHESTER AVENUE SUITE | LOS ANGELES | CA | 90293 | CONSULTING | $61,180 | 430 |
| LOEB & LOEB llp | ||||||
| 10100 SANTA MONICA BOULEVARD SUITE | LOS ANGELES | CA | 90067 | PROFESSIONAL FEES | $54,796 | 2200 |
| 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 | $124,576,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $124,640,807 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $124,640,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,869,612 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $122,771,195 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,138,560 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,138,560 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $93,512 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $93,512 | TotalTaxAmt |
| Distributable Before Adj | $6,045,048 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,045,048 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,045,048 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,448,595 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,448,595 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $93,512 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,355,083 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,045,048 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,521,535 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,448,595 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,521,535 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,927,060 | 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 | $4,117,988 | 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 (106 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 | Welfare | $40,000 | |
| Advancement Project | ||||||||
| 1545 Wilshire BOULEVARD 800 | Los Angeles | CA | 90017 | None | PC | Welfare | $5,000 | |
| Alliance for Children's Right | ||||||||
| 3333 wilshire Boulevard 550 | Los Angeles | CA | 90010 | None | PC | Education | $100,000 | |
| Asian Pacific Community Fund Of SOUTHERN CALIFORNIA | ||||||||
| 1145 Wilshire Boulevard Suite 105 | Los Angeles | CA | 90017 | None | PC | Welfare | $250 | |
| 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 | |
| Audubon Society of Portland | ||||||||
| 5151 NW Cornell Road | Porland | OR | 97210 | None | PC | Environmental Protection | $10,000 | |
| Beyond Toxics | ||||||||
| PO Box 1106 | Eugene | OR | 97440 | None | PC | Environmental Protection | $2,000 | |
| 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 | $215,000 | |
| 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 Food Safety | ||||||||
| 660 Pennsylvania Avenue SE SuiTE | Washington | DC | 20003 | None | PC | HUMAN SERVICES | $2,500 | 302 |
| CENTER FOR NON-VIOLENT EDUCATION & PARENTING | ||||||||
| 1000 SUNSET BouLeVarD 201 | LOS ANGELES | CA | 90012 | None | PC | EDUCATION | $50,000 | |
| Center for Study of Responsive Law | ||||||||
| PO Box 19367 | Washington | DC | 20036 | None | PC | Consumer Protection and Saftey | $10,000 | |
| Center for the Pacific Asian Family | ||||||||
| 543 North Fairfax Avenue | Los Angeles | CA | 90036 | None | PC | Human Services | $3,000 | |
| CENTER FOR THE PARTIALLY SIGHTED | ||||||||
| 6101 West CENTINELA AVEnue | CULVER CITY | CA | 90230 | None | PC | human service | $63,364 | |
| CENTRAL AMERICAN RESOURCE CENTER | ||||||||
| 2845 WEST SEVENTH STREET | LOS ANGELES | CA | 90005 | None | PC | SOCIAL AND CIVIC SERVICES | $25,000 | |
| Children's Bureau | ||||||||
| 1575 Dr Martin Luther King Jr | Indianapolis | IN | 46202 | None | PC | Human Services | $100,000 | StREET |
| CHILDREN'S INSTITUTE | ||||||||
| 2121 WEST TEMPLE STREET | LOS Angeles | CA | 90026 | None | PC | WELFARE | $100,000 | |
| Chrysalis Center | ||||||||
| 522 SOUTH MAIN STREET | LOS Angeles | CA | 90013 | None | PC | Human Services | $85,000 | |
| City Of Hope | ||||||||
| 1055 Wilshire BOUlEvARd | Los Angeles | CA | 90017 | None | PC | Health | $10,000 | |
| Community Partners | ||||||||
| 1000 NORTH Alameda STREET 240 | Los Angeles | CA | 90012 | None | PC | Welfare | $80,000 | |
| DOWNTOWN WOMENS CENTER | ||||||||
| 442 SOUTH SAN PEDRO STREET | LOS ANgeles | CA | 90013 | None | PC | WELFARE | $75,000 | |
| Esperanza Community Housing Corp | ||||||||
| 2337 SOUTH Figueroa Street | Los Angeles | CA | 90007 | None | PC | Social Services | $102,921 | |
| ETM-LA | ||||||||
| 847 NORTH Hollywood Way 206 | Burbank | CA | 91505 | None | PC | Social Services | $45,000 | |
| 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 | $35,000 | |
| Exotic Bird Rescue | ||||||||
| PO Box 14863 | Portland | OR | 97293 | None | PC | Animal Services | $1,000 | |
| First Place for Youth | ||||||||
| 426 17th Street Suite 100 | Oakland | CA | 94612 | None | PC | Social Services | $30,000 | |
| FOOD FORWARD | ||||||||
| 7412 FULTON AVENUE 3 | NORTH HOLLYWOOD | CA | 91605 | None | PC | SOCIAL SERVICES | $40,000 | |
| FORD THEATRE FOUNDATION | ||||||||
| 2580 CAHUENGA BOULEVARD EAST | HOLLYWOOD | CA | 90068 | NONe | PC | WELFARE | $75,000 | |
| Freedom of Press Foundation | ||||||||
| 222 sutter StREET SUIte 600 | San Francisco | CA | 94108 | None | PC | Human Services | $2,000 | |
| Friends of Cabrillo Marine Aquarium | ||||||||
| 3720 Stephen White Way | San Pedro | CA | 90731 | None | PC | Welfare | $10,000 | |
| FRIENDS OF EXPO CENTER | ||||||||
| 3980 BILL ROBERTSON LANE SUITE 203 | LOS ANGELES | CA | 90037 | NONe | PC | COMMUNITY PROGRAMS | $10,000 | |
| Gabriella Foundation | ||||||||
| 639 SOUTH Commonwealth AveNUE Suite | Los Angeles | CA | 90005 | None | PC | Youth Development | $105,000 | B |
| GARDEN CONSERVANCY | ||||||||
| PO BOX 219 | COLD SPRING | NY | 10516 | NONe | PC | EDUCATION | $25,000 | |
| Goodwill Industries Of Southern California | ||||||||
| 342 NORTH San Fernando Road | Los Angeles | CA | 90031 | None | PC | Welfare | $85,000 | |
| Hathaway-Sycamores Child & Family Service | ||||||||
| 210 SOUTH DeLacey AveNUE 110 | Pasadena | CA | 91105 | None | PC | Social Services | $110,000 | |
| Healing Reins Therapeutic Riding Center | ||||||||
| PO Box 5593 | Bend | OR | 97708 | None | PC | General and Rehabilitative | $5,000 | |
| Hillsides | ||||||||
| 940 Avenue 64 | Pasadena | CA | 91105 | None | PC | Social Services | $100,000 | |
| Homeboy Industries | ||||||||
| 1916 EAST First Street | Los Angeles | CA | 90033 | None | PC | Social Services | $100,000 | |
| Imagine Los Angeles | ||||||||
| 5455 Wilshire BOUlEvARd Suite 1001 | Los Angeles | CA | 90036 | None | PC | Human Services | $40,000 | |
| In Defense of Animals | ||||||||
| 3010 Kerner BOUlEvARd | San Rafael | CA | 94901 | None | PC | Animal Welfare | $5,000 | |
| INLAND EMPIRE (SAN BERNARDINO) SYMPHONY ORCHESTRA | ||||||||
| 198 NORTH ARROWHEAD AVENUE SUITE | SAN BERNARDINO | CA | 92408 | NONe | PC | ARTS | $25,000 | 2-B |
| Inner City Arts | ||||||||
| 720 Kohler StREET | Los Angeles | CA | 90021 | None | PC | Education | $50,000 | |
| 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 | $40,000 | |
| Jewish Vocational Service | ||||||||
| 6505 Wilshire BOUlEvARd Suite 200 | Los Angeles | CA | 90048 | None | PC | Education | $100,000 | |
| JONSSON CANCER CENTER FOUNDATION | ||||||||
| 8-950 Factor Building Box 951780 | Los Angeles | CA | 90095 | None | PC | Health | $100,000 | |
| Jovenes | ||||||||
| 1208 Pleasant AveNUE | Los Angeles | CA | 90033 | None | PC | Human Services | $90,000 | |
| JUNIOR BLIND OF AMERICA | ||||||||
| 5300 ANGELES VISTA BOULEVARD | LOS ANGELES | CA | 90043 | None | PC | SOCIAL SERVICES | $30,000 | |
| Kayamanan Ng Lahi Philipine Folk Art | ||||||||
| 1338 Braddock drive | Culver City | CA | 90230 | None | PC | Welfare | $750 | |
| KOREATOWN YOUTH AND COMMUNITY CENTER | ||||||||
| 3727 WEST Sixth Street | Los Angeles | CA | 90020 | None | PC | Welfare | $64,000 | |
| Learn to Be Foundation | ||||||||
| 1268 NORTH Lakeview AveNUE Suite | Anaheim | CA | 92807 | None | PC | Educational Services | $5,000 | 201 |
| Long Beach Day Nursery | ||||||||
| 1548 Chestnut AveNUE | Long Beach | CA | 90813 | None | PC | Educational | $80,000 | |
| LOS ANGELES ALLIANCE FOR A NEW ECONOMY | ||||||||
| 464 LUCAS AVENUE 202 | LOS ANGELES | CA | 90017 | None | PC | COMMUNITY PROGRAMS | $35,000 | |
| 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 | $100,000 | |
| Lutheran Social Service of SOUTHERN CALIFORNIA | ||||||||
| 2560 NORTH Santiago BOULEVARD | Orange | CA | 92867 | None | PC | Religious | $18,000 | |
| Medicine For Humanity | ||||||||
| 22866 Beckledge Terrace | Malibu | CA | 90265 | None | PC | Education | $4,000 | |
| Mother's Club Family Learning Center | ||||||||
| 980 NORTH Fair Oaks AveNUE | Pasadena | CA | 91103 | None | PC | Social Service | $60,000 | |
| My Sister My Friend Breast Cancer Support | ||||||||
| 4000 Long Beach BOULEVARD SUITE 214 | Long Beach | CA | 90807 | None | PC | Human Services | $5,000 | |
| Nami-Westside LA | ||||||||
| 941 West Wood BOULEVARD | Los Angeles | CA | 90024 | None | PC | Mental Health | $17,000 | |
| Nature Bridge | ||||||||
| 11741 Wheatfield Loop | Hudson | FL | 34667 | None | PC | Social Service | $13,300 | |
| New Directions | ||||||||
| 11303 Wilshire BOUlEvARd BUIldINg | Los Angeles | CA | 90073 | None | PC | Welfare | $75,000 | 116 |
| NORTHRIDGE HOSPITAL FOUNDATION | ||||||||
| 18300 ROSCOE BOULEVARD | NORTHRIDGE | CA | 91328 | None | SO I | HEALTH | $100,000 | |
| OCEAN PARK COMMUNITY CENTER | ||||||||
| 1453 16TH STREET | SANTA MONICA | CA | 90404 | None | PC | WELFARE | $150,000 | |
| Old Town Artisan Studio | ||||||||
| 78-100 Main Street 104 | La quinta | CA | 92253 | None | PC | Education | $15,000 | |
| ONE HOUSE OF PEACE | ||||||||
| PO BOX 14351 | PORTLAND | OR | 97293 | None | PC | SOCIAL SERVICE | $5,000 | |
| ONE IN LONG BEACH | ||||||||
| 2017 EAST FOURTH STREET | LONg Beach | CA | 90814 | None | PC | EDUCATION | $25,000 | |
| One Voice | ||||||||
| 1228 15th StREET SUIte C | Santa Monica | CA | 90404 | None | PC | Human Services | $70,000 | |
| Oregon Environmental Council | ||||||||
| 222 NW Davis 309 | Portland | OR | 97209 | None | PC | Social Service | $2,500 | |
| Orlo Foundation | ||||||||
| 810 SE Belmont STREET STUDIO 5 | Portland | OR | 97214 | None | PC | Environmental | $2,200 | |
| Pacific Clinics | ||||||||
| 800 SOUTH Santa Anita AveNUE | Arcadia | CA | 91006 | None | PC | Welfare | $100,000 | |
| 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 | |
| PEPPERDINE UNIVERSITY | ||||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | None | PC | EDUCATION AND SOCIAL WELFARE | $5,000 | |
| Portland Piano International | ||||||||
| PO Box 6469 | Portland | OR | 97228 | None | PC | Social Service | $2,500 | |
| Professional Dancer Society | ||||||||
| PO Box 15605 | Beverly Hills | CA | 90209 | None | PC | Welfare | $8,500 | |
| Project Motivate | ||||||||
| PO Box FN | Garden Grove | CA | 92842 | None | PC | Youth Development | $5,000 | |
| Public Counsel | ||||||||
| 610 South Ardmore AveNUE | Los Angeles | CA | 90005 | None | PC | Health | $90,000 | |
| Rape Foundation | ||||||||
| 1223 Wilshire BOULEVARD 410 | Santa Monica | CA | 90403 | None | PC | Social Welfare | $210,000 | |
| Salvation Army | ||||||||
| 906 South Francisco Street | Los Angeles | CA | 90071 | None | PC | Social Welfare | $100,000 | |
| SANTA CLARITA VALLEY COMMITTEE | ||||||||
| 22900 MARKET STREET | NEWHALL | CA | 91321 | None | PC | SOCIAL WELFARE | $1,000 | |
| Share | ||||||||
| PO Box 1342 | Beverly Hills | CA | 90213 | None | PC | Education | $50,000 | |
| SKID ROW HOUSING TRUST | ||||||||
| 1317 EAST SEVENTH STREET | LOS Angeles | CA | 90021 | None | PC | SOCIAL WELFARE | $60,000 | |
| SOUTHERN CALIFORNIA FOSTER FAMILY AGENCY | ||||||||
| 155 NORTH Occidental BOULEVARD | LOS Angeles | CA | 90026 | NOne | PC | WELFARE | $30,000 | |
| 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 | $168,000 | |
| 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 | |
| Steinway Society of Riverside County | ||||||||
| PO Box 3015 | Rancho Mirage | CA | 92270 | None | PC | Education | $10,000 | |
| UC Regents | ||||||||
| 10945 La conte Ave 3132 | Los Angeles | CA | 90095 | None | PC | Education | $60,000 | |
| UCLA Foundation | ||||||||
| PO Box 951784 | Los Angeles | CA | 90096 | None | PC | Health | $145,000 | |
| 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 | $100,000 | |
| Unusual Suspects Theatre Company | ||||||||
| 617 SOUTH Olive Street Suite 812 | Los Angeles | CA | 90014 | None | PC | Health | $50,000 | |
| VALLEY FAMILY CENTER | ||||||||
| 302 SOUTH BRAND BOULEVARD | SAN FERNANDO | CA | 91340 | None | PC | EDUCATION | $25,000 | |
| Venice Family Clinic | ||||||||
| 604 Rose Avenue | Venice | CA | 90291 | None | PC | Medical | $100,000 | |
| Weston A Price Foundation | ||||||||
| 4200 Wisconsin AveNUE NW | Washington | DC | 20016 | None | PC | Nutrition | $2,000 | |
| Westside Infant-Family Network | ||||||||
| 5721 WEST Slauson AveNUE SUIte 200 | Culver city | CA | 90230 | None | PC | Mental Health | $105,000 | |
| Wildwood School | ||||||||
| 12201 Washington place | Los Angeles | CA | 90066 | None | PC | Education | $60,000 | |
| Wooden Floor for Youth Movement | ||||||||
| 1810 NORTH Main Street | Santa Ana | CA | 92706 | None | PC | Social Welfare | $75,000 | |
| ZERO TO THREE-WESTERN OFFICE | ||||||||
| 1255 23RD STREET NW SUITE 350 | WASHINGTON | DC | 20037 | None | PC | SOCIAL SERVICE | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,581,785 | 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 | $2,716,431 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,416,521 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $34,090 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,167,042 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,167,042 | 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 | $197,224 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $197,224 | 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 $87,790 TO THE CARL & ROBERTA DEUTSCH FOUNDATION DURING 2015 AT NO CHARGE. THIS IS AN EXCEPTED ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(C). |
| TANGIBLE PROPERTY REGULATIONS: | Pursuant to the small business exception under section 10.11(6)(b)(iii) of Rev. Proc. 2015-20, the taxpayer is changing to adopt the final tangible property regulations prospectively with its tax year beginning January 1, 2014, and without filing a Form 3115.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 2015 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 | $67,647,396 | $67,647,396 |
| FUND OF FUNDS | FMV | $19,466,712 | $19,466,712 |
| PRIVATE EQUITY | FMV | $16,551,117 | $16,551,117 |
| GLOBAL EQUITY | FMV | $6,340,180 | $6,340,180 |
| US EQUITY FUNDS | FMV | $7,836,905 | $7,836,905 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $54,796 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $54,796 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net unrealized Gain (Loss) | Desc |
| Amt | $8,490,217 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE & COURIER | $5,863 | $0 | $5,863 |
| INSURANCE | $17,266 | $0 | $17,266 |
| OFFICE SUPPLIES | $16,807 | $0 | $16,807 |
| CHECKING ACCOUNT FEES | $1,127 | $0 | $1,127 |
| PAYROLL PREP FEE | $1,384 | $0 | $1,384 |
| PARKING | $11,367 | $0 | $11,367 |
| TELEPHONE | $22,813 | $0 | $22,813 |
| OFFICE PLANTS | $3,635 | $0 | $3,635 |
| BANK FEES | -$496 | $0 | -$496 |
| MISCELLANEOUS EXPENSES | $4,684 | $0 | $4,684 |
| PARTNERSHIP EXPENSES | $0 | $463,183 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX | Desc |
| Revenue And Expenses Per Books | $34,090 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $34,090 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILTY | Desc |
| BOY Book Value | $404,957 | BOYBookValueAmt |
| EOY Book Value | $228,917 | 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 | $394,040 | $394,040 | $0 |
| Other Professional Fees | $131,232 | $0 | $131,232 |