2016-11-14T17:25:14-06:00 2015-12-31 861065772 DELOITTE TAX LLP 555 MISSION STREET SAN FRANCISCO CA 94105 990PF 2015-01-01 954610378 CARL & ROBERTA DEUTSCH FOUNDATION CARL 3104530055 2444 WILSHIRE BLVD No 600 SANTA MONICA CA 90403 William E Holler VP/SEC/TREAS 3104530055 2016-11-07 1 JOAN S MCMAHON P00966494 4157834000 2015 2017-02-10 21:41:12Z X 117936411 X X 2716431 2716431 4416521 5590955 34090 1915162 7167042 10222548 0 0 0 191382 0 191382 16453 0 16453 54796 0 54796 197224 0 197224 705272 394040 311232 14105 11273 0 11273 84450 463183 84450 1260850 871328 866810 5581785 5581785 6842635 871328 6448595 324407 9351220 153096 11780 11780 82321 59520 82321 82321 126065645 117842310 117842310 126278261 117936411 117936411 404957 228917 404957 228917 X 125873304 117707494 125873304 117707494 126278261 117936411 125873304 324407 0 126197711 8490217 117707494 CAPITAL GAINS FROM PARTNERSHIPS P 1174434 1174434 CAPITAL GAINS FROM PUBLICLY TRADED SECURITES P 4416521 4416521 5590955 0 6346569 126197861 0.050291 6100199 117023948 0.052128 5523533 107193438 0.051529 4980830 110498859 0.045076 4010287 101367706 0.039562 0.238586 0.047717 122771195 5858273 93512 5951785 6448595 X 93512 0 93512 0 93512 103088 50000 153088 X 141 59435 59435 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 WILLIAM E HOLLER 2444 WILSHIRE BLVD SUITE 600 SANTA MONCIA CA 90403 VP/SEC/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 95525 DELOITTE TAX LLP 555 W 5TH STREET SUITE 2700 LOS ANGELES CA 90013 PROFESSIONAL FEES 79625 BLUE GARNETT 8055 WEST MANCHESTER AVENUE SUITE 430 LOS ANGELES CA 90293 CONSULTING 61180 LOEB & LOEB llp 10100 SANTA MONICA BOULEVARD SUITE 2200 LOS ANGELES CA 90067 PROFESSIONAL FEES 54796 0 0 124576292 64515 0 124640807 0 0 124640807 1869612 122771195 6138560 6138560 93512 93512 6045048 0 6045048 0 6045048 6448595 0 6448595 93512 6355083 6045048 4521535 0 0 6448595 4521535 0 0 1927060 0 0 0 0 0 0 0 0 4117988 0 0 0 CARL DEUTSCH X 24th Street Theatre Company 1117 WEST 24th StREET Los Angeles CA 90007 None PC Welfare 40000 Advancement Project 1545 Wilshire BOULEVARD 800 Los Angeles CA 90017 None PC Welfare 5000 Alliance for Children's Right 3333 wilshire Boulevard 550 Los Angeles CA 90010 None PC Education 100000 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 1000 Assistance League of Palm Springs Area PO Box 3056 Rancho Mirage CA 92270 None PC Social Services 10000 Audubon Society of Portland 5151 NW Cornell Road Porland OR 97210 None PC Environmental Protection 10000 Beyond Toxics PO Box 1106 Eugene OR 97440 None PC Environmental Protection 2000 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 215000 California Wildlife Center PO Box 2022 Malibu CA 90265 None PC Welfare 10000 CASA of Los Angeles 201 Centre Plaza Drive Room 1100 Montery Park CA 91754 None PC Human Services 100000 Center for Food Safety 660 Pennsylvania Avenue SE SuiTE 302 Washington DC 20003 None PC HUMAN SERVICES 2500 CENTER FOR NON-VIOLENT EDUCATION & PARENTING 1000 SUNSET BouLeVarD 201 LOS ANGELES CA 90012 None PC EDUCATION 50000 Center for Study of Responsive Law PO Box 19367 Washington DC 20036 None PC Consumer Protection and Saftey 10000 Center for the Pacific Asian Family 543 North Fairfax Avenue Los Angeles CA 90036 None PC Human Services 3000 CENTER FOR THE PARTIALLY SIGHTED 6101 West CENTINELA AVEnue CULVER CITY CA 90230 None PC human service 63364 CENTRAL AMERICAN RESOURCE CENTER 2845 WEST SEVENTH STREET LOS ANGELES CA 90005 None PC SOCIAL AND CIVIC SERVICES 25000 Children's Bureau 1575 Dr Martin Luther King Jr StREET Indianapolis IN 46202 None PC Human Services 100000 CHILDREN'S INSTITUTE 2121 WEST TEMPLE STREET LOS Angeles CA 90026 None PC WELFARE 100000 Chrysalis Center 522 SOUTH MAIN STREET LOS Angeles CA 90013 None PC Human Services 85000 City Of Hope 1055 Wilshire BOUlEvARd Los Angeles CA 90017 None PC Health 10000 Community Partners 1000 NORTH Alameda STREET 240 Los Angeles CA 90012 None PC Welfare 80000 DOWNTOWN WOMENS CENTER 442 SOUTH SAN PEDRO STREET LOS ANgeles CA 90013 None PC WELFARE 75000 Esperanza Community Housing Corp 2337 SOUTH Figueroa Street Los Angeles CA 90007 None PC Social Services 102921 ETM-LA 847 NORTH Hollywood Way 206 Burbank CA 91505 None PC Social Services 45000 Everychild Foundation P O 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 Exotic Bird Rescue PO Box 14863 Portland OR 97293 None PC Animal Services 1000 First Place for Youth 426 17th Street Suite 100 Oakland CA 94612 None PC Social Services 30000 FOOD FORWARD 7412 FULTON AVENUE 3 NORTH HOLLYWOOD CA 91605 None PC SOCIAL SERVICES 40000 FORD THEATRE FOUNDATION 2580 CAHUENGA BOULEVARD EAST HOLLYWOOD CA 90068 NONe PC WELFARE 75000 Freedom of Press Foundation 222 sutter StREET SUIte 600 San Francisco CA 94108 None PC Human Services 2000 Friends of Cabrillo Marine Aquarium 3720 Stephen White Way San Pedro CA 90731 None PC Welfare 10000 FRIENDS OF EXPO CENTER 3980 BILL ROBERTSON LANE SUITE 203 LOS ANGELES CA 90037 NONe PC COMMUNITY PROGRAMS 10000 Gabriella Foundation 639 SOUTH Commonwealth AveNUE Suite B Los Angeles CA 90005 None PC Youth Development 105000 GARDEN CONSERVANCY PO BOX 219 COLD SPRING NY 10516 NONe PC EDUCATION 25000 Goodwill Industries Of Southern California 342 NORTH San Fernando Road Los Angeles CA 90031 None PC Welfare 85000 Hathaway-Sycamores Child & Family Service 210 SOUTH DeLacey AveNUE 110 Pasadena CA 91105 None PC Social Services 110000 Healing Reins Therapeutic Riding Center PO Box 5593 Bend OR 97708 None PC General and Rehabilitative 5000 Hillsides 940 Avenue 64 Pasadena CA 91105 None PC Social Services 100000 Homeboy Industries 1916 EAST First Street Los Angeles CA 90033 None PC Social Services 100000 Imagine Los Angeles 5455 Wilshire BOUlEvARd Suite 1001 Los Angeles CA 90036 None PC Human Services 40000 In Defense of Animals 3010 Kerner BOUlEvARd San Rafael CA 94901 None PC Animal Welfare 5000 INLAND EMPIRE (SAN BERNARDINO) SYMPHONY ORCHESTRA 198 NORTH ARROWHEAD AVENUE SUITE 2-B SAN BERNARDINO CA 92408 NONe PC ARTS 25000 Inner City Arts 720 Kohler StREET Los Angeles CA 90021 None PC Education 50000 International Medical Corps 1919 Santa Monica Boulevard Santa Monica CA 90404 None PC Health 25000 Jewish Free Loan Association 6505 Wilshire BOULEVARD 715 Los Angeles CA 90048 None PC Social Services 5000 Jewish Homes for Aging of Great Washington DC 12320 Parklawn DrIVE Rockville MD 20852 None PC Social Service 40000 Jewish Vocational Service 6505 Wilshire BOUlEvARd Suite 200 Los Angeles CA 90048 None PC Education 100000 JONSSON CANCER CENTER FOUNDATION 8-950 Factor Building Box 951780 Los Angeles CA 90095 None PC Health 100000 Jovenes 1208 Pleasant AveNUE Los Angeles CA 90033 None PC Human Services 90000 JUNIOR BLIND OF AMERICA 5300 ANGELES VISTA BOULEVARD LOS ANGELES CA 90043 None PC SOCIAL SERVICES 30000 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 64000 Learn to Be Foundation 1268 NORTH Lakeview AveNUE Suite 201 Anaheim CA 92807 None PC Educational Services 5000 Long Beach Day Nursery 1548 Chestnut AveNUE Long Beach CA 90813 None PC Educational 80000 LOS ANGELES ALLIANCE FOR A NEW ECONOMY 464 LUCAS AVENUE 202 LOS ANGELES CA 90017 None PC COMMUNITY PROGRAMS 35000 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 100000 Lutheran Social Service of SOUTHERN CALIFORNIA 2560 NORTH Santiago BOULEVARD Orange CA 92867 None PC Religious 18000 Medicine For Humanity 22866 Beckledge Terrace Malibu CA 90265 None PC Education 4000 Mother's Club Family Learning Center 980 NORTH Fair Oaks AveNUE Pasadena CA 91103 None PC Social Service 60000 My Sister My Friend Breast Cancer Support 4000 Long Beach BOULEVARD SUITE 214 Long Beach CA 90807 None PC Human Services 5000 Nami-Westside LA 941 West Wood BOULEVARD Los Angeles CA 90024 None PC Mental Health 17000 Nature Bridge 11741 Wheatfield Loop Hudson FL 34667 None PC Social Service 13300 New Directions 11303 Wilshire BOUlEvARd BUIldINg 116 Los Angeles CA 90073 None PC Welfare 75000 NORTHRIDGE HOSPITAL FOUNDATION 18300 ROSCOE BOULEVARD NORTHRIDGE CA 91328 None SO I HEALTH 100000 OCEAN PARK COMMUNITY CENTER 1453 16TH STREET SANTA MONICA CA 90404 None PC WELFARE 150000 Old Town Artisan Studio 78-100 Main Street 104 La quinta CA 92253 None PC Education 15000 ONE HOUSE OF PEACE PO BOX 14351 PORTLAND OR 97293 None PC SOCIAL SERVICE 5000 ONE IN LONG BEACH 2017 EAST FOURTH STREET LONg Beach CA 90814 None PC EDUCATION 25000 One Voice 1228 15th StREET SUIte C Santa Monica CA 90404 None PC Human Services 70000 Oregon Environmental Council 222 NW Davis 309 Portland OR 97209 None PC Social Service 2500 Orlo Foundation 810 SE Belmont STREET STUDIO 5 Portland OR 97214 None PC Environmental 2200 Pacific Clinics 800 SOUTH Santa Anita AveNUE Arcadia CA 91006 None PC Welfare 100000 Pacific Legal Foundation 555 Capital Mall Suite 350 Sacramento CA 95814 None PC Education 50000 People Assisting The Homeless 340 North Madison Avenue Los Angeles CA 90004 None PC Welfare 75000 PEPPERDINE UNIVERSITY 24255 PACIFIC COAST HIGHWAY MALIBU CA 90263 None PC EDUCATION AND SOCIAL WELFARE 5000 Portland Piano International PO Box 6469 Portland OR 97228 None PC Social Service 2500 Professional Dancer Society PO Box 15605 Beverly Hills CA 90209 None PC Welfare 8500 Project Motivate PO Box FN Garden Grove CA 92842 None PC Youth Development 5000 Public Counsel 610 South Ardmore AveNUE Los Angeles CA 90005 None PC Health 90000 Rape Foundation 1223 Wilshire BOULEVARD 410 Santa Monica CA 90403 None PC Social Welfare 210000 Salvation Army 906 South Francisco Street Los Angeles CA 90071 None PC Social Welfare 100000 SANTA CLARITA VALLEY COMMITTEE 22900 MARKET STREET NEWHALL CA 91321 None PC SOCIAL WELFARE 1000 Share PO Box 1342 Beverly Hills CA 90213 None PC Education 50000 SKID ROW HOUSING TRUST 1317 EAST SEVENTH STREET LOS Angeles CA 90021 None PC SOCIAL WELFARE 60000 SOUTHERN CALIFORNIA FOSTER FAMILY AGENCY 155 NORTH Occidental BOULEVARD LOS Angeles CA 90026 NOne PC WELFARE 30000 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 168000 ST JOHN'S HOSPITAL HEALTH CENTER 3075 NW 35TH AVENUE LAUD LAKES FL 33311 None PC MEDICAL 50000 ST JOSEPH CENTER 204 HAMPTON DRIVE VEnice CA 90291 None PC WELFARE 75000 Steinway Society of Riverside County PO Box 3015 Rancho Mirage CA 92270 None PC Education 10000 UC Regents 10945 La conte Ave 3132 Los Angeles CA 90095 None PC Education 60000 UCLA Foundation PO Box 951784 Los Angeles CA 90096 None PC Health 145000 United States Veterans Initiative 800 WEST 6th Street Los Angeles CA 90017 None PC Welfare 100000 United Way 1150 SOUTH Olive Street T500 Los Angeles CA 90015 None PC Human Services 100000 Unusual Suspects Theatre Company 617 SOUTH Olive Street Suite 812 Los Angeles CA 90014 None PC Health 50000 VALLEY FAMILY CENTER 302 SOUTH BRAND BOULEVARD SAN FERNANDO CA 91340 None PC EDUCATION 25000 Venice Family Clinic 604 Rose Avenue Venice CA 90291 None PC Medical 100000 Weston A Price Foundation 4200 Wisconsin AveNUE NW Washington DC 20016 None PC Nutrition 2000 Westside Infant-Family Network 5721 WEST Slauson AveNUE SUIte 200 Culver city CA 90230 None PC Mental Health 105000 Wildwood School 12201 Washington place Los Angeles CA 90066 None PC Education 60000 Wooden Floor for Youth Movement 1810 NORTH Main Street Santa Ana CA 92706 None PC Social Welfare 75000 ZERO TO THREE-WESTERN OFFICE 1255 23RD STREET NW SUITE 350 WASHINGTON DC 20037 None PC SOCIAL SERVICE 50000 5581785 0 14 2716431 18 4416521 DEFERRED TAX 01 34090 0 7167042 0 7167042 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 197224 0 197224 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 $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. MUTUAL FUNDS FMV 67647396 67647396 FUND OF FUNDS FMV 19466712 19466712 PRIVATE EQUITY FMV 16551117 16551117 GLOBAL EQUITY FMV 6340180 6340180 US EQUITY FUNDS FMV 7836905 7836905 LEGAL FEES 54796 0 54796 Net unrealized Gain (Loss) 8490217 POSTAGE & COURIER 5863 0 5863 INSURANCE 17266 0 17266 OFFICE SUPPLIES 16807 0 16807 CHECKING ACCOUNT FEES 1127 0 1127 PAYROLL PREP FEE 1384 0 1384 PARKING 11367 0 11367 TELEPHONE 22813 0 22813 OFFICE PLANTS 3635 0 3635 BANK FEES -496 0 -496 MISCELLANEOUS EXPENSES 4684 0 4684 PARTNERSHIP EXPENSES 0 463183 0 DEFERRED TAX 34090 34090 DEFERRED TAX LIABILTY 404957 228917 CONSULTING 180000 0 180000 INVESTMENT EXPENSE 394040 394040 0 Other Professional Fees 131232 0 131232