2019-11-12T09:14:15-06:00 2018-12-31 861065772 DELOITTE TAX LLP 555 MISSION STREET SAN FRANCISCO CA 94105 990PF 2018-01-01 954610378 CARL & ROBERTA DEUTSCH FOUNDATION CARL 3104530055 2444 WILSHIRE BLVD NO 600 SANTA MONICA CA 90403 KRISTINA DEUTSCH SECRETARY 3104530055 2019-11-11 1 JOAN S MCMAHON P00966494 4157834000 136.60.231.30 2019-11-11 16:06:41 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 87DB4FFEC0637B039E2FB2FD960410C81AE80F2F 2018 2020-01-14 16:20:31Z X 139782018 X 8853798 1355848 1355848 998546 30407630 8477308 0 2506155 11208192 12339311 0 0 0 172514 0 172514 14695 0 14695 768 0 768 118000 0 118000 631159 280562 350597 226799 51154 20 16865 0 16865 65147 697115 65147 1245947 1028831 738606 5849700 5849700 7095647 1028831 6588306 4112545 11310480 309233 175326 175326 55443 25432 55443 55443 136259322 133161289 133161289 0 6389960 6389960 136593987 139782018 139782018 526522 6772745 526522 6772745 X 136067465 133009273 136067465 133009273 136593987 139782018 136067465 4112545 0 140180010 7170737 133009273 CAPITAL GAINS FROM PARTNERSHIPS P 2046710 2046710 CAPITAL GAINS FROM PUBLICLY TRADED SECURITIES P 24394864 23277046 1117818 1117818 CAPITAL GAINS FROM PUBLICLY TRADED SECURITIES D 6012766 699986 5312780 5312780 8477308 0 6817259 126865505 0.053736 6016062 115751717 0.051974 6355083 122771195 0.051764 6346569 126197861 0.050291 6100199 117023948 0.052128 0.259893 0.051979 132720117 6898659 113105 7011764 6588306 226210 0 226210 0 226210 108786 225000 0 333786 X 0 107576 107576 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 0 CARL DEUTSCH 2444 WILSHIRE BLVD SUITE 600 SANTA MONICA CA 90403 PRESIDENT 1.00 0 0 0 KRISTINA DEUTSCH 2444 WILSHIRE BLVD SUITE 600 SANTA MONICA CA 90403 SECRETARY 1.00 0 0 0 WILLIAM E HOLLER 2444 WILSHIRE BLVD SUITE 600 SANTA MONICA CA 90403 VP/TREAS 1.00 0 0 0 NONE 0 CHARLES SCHWAB 211 MAIN STREET SAN FRANCISCO CA 94105 INVESTMENT MANAGEMENT 221931 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 118000 BLUE GARNET 8055 WEST MANCHESTER AVENUE SUITE 430 LOS ANGELES CA 90293 CONSULTING 88350 ANGELES INVESTMENT ADVISORS LLC 429 SANTA MONICA BOULEVARD SUITE 650 SANTA MONICA CA 90401 INVESTMENT MANAGEMENT 58582 0 0 134542482 143311 6445403 141131196 0 6389960 134741236 2021119 132720117 6636006 6636006 226210 226210 6409796 0 6409796 0 6409796 6588306 0 6588306 0 6588306 6409796 3005714 0 0 6588306 3005714 0 0 3582592 0 0 0 0 0 0 0 0 2827204 0 0 0 CARL DEUTSCH X 24TH STREET THEATRE COMPANY 1117 WEST 24TH STREET LOS ANGELES CA 90007 NONE PC ARTS EDUCATION 40000 A PLACE CALLED HOME 2830 SOUTH CENTRAL AVENUE LOS ANGELES CA 90011 NONE PC SOCIAL SERVICES 25000 ADVANCEMENT THROUGH OPPORTUNITY AND KNOWLEDGE 1200 WEST 37TH PLACE LOS ANGELES CA 90007 NONE PC YOUTH DEVELOPMENT 5000 ARTS FOR INCARCERATED YOUTH NETWORK 830 TRACTION AVENUE SUITE 3A LOS ANGELES CA 90013 NONE PC YOUTH DEVELOPMENT 100000 BEAUTY FOR FREEDOM 300 EAST 89TH STREET 4B NEW YORK NY 10128 NONE PC SOCIAL SERVICES 1000 CALIFORNIA COMMUNITY FOUNDATION 221 SOUTH FIGUEROA STREET SUITE 400 LOS ANGELES CA 90012 NONE PC COMMUNITY IMPROVEMENT 307000 CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION 1401 SOUTH GRAND AVENUE LOS ANGELES CA 90015 NONE PC HEALTH 90000 CALIFORNIA WILDLIFE CENTER PO BOX 2022 MALIBU CA 90265 NONE PC WELFARE 5000 CASA OF LOS ANGELES 201 CENTRE PLAZA DRIVE 1100 MONTEREY PARK CA 91754 NONE PC YOUTH DEVELOPMENT 100000 CENTER FOR NONVIOLENT EDUCATION AND PARENTING 1000 SUNSET BOULEVARD 201 LOS ANGELES CA 90012 NONE PC EDUCATION 60000 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 130000 DOOR OF HOPE PO BOX 90455 PASADENA CA 91109 NONE PC SOCIAL WELFARE 75000 DOWNTOWN WOMEN'S CENTER 442 SOUTH SAN PEDRO STREET LOS ANGELES CA 90013 NONE PC SOCIAL SERVICES 100000 ENCORPS 608 MEYER LANE 204B REDONDO BEACH CA 90278 NONE PC EDUCATION 25000 ESPERANZA COMMUNITY HOUSING 3655 SOUTH GRAND AVENUE SUITE 280 LOS ANGELES CA 90007 NONE PC COMMUNITY DEVELOPMENT 100000 ETM-LA 2501 WEST BURBANK BOULEVARD SUITE 301 BURBANK CA 91505 NONE PC ARTS EDUCATION 60000 EVERYCHILD FOUNDATION PO BOX 1808 PACIFIC PALISADES CA 90272 NONE PC EDUCATION 10000 EXCEPTIONAL CHILDREN'S FOUNDATION 8740 WASHINGTON BOULEVARD CULVER CITY CA 90232 NONE PC WELFARE 35000 FERNANDO PULLUM COMMUNITY ARTS CENTER 3351 WEST 43RD STREET LOS ANGELES CA 90008 NONE PC ARTS EDUCATION 20000 FIRST PLACE FOR YOUTH 426 17TH STREET NUMBER 100 OAKLAND CA 94612 NONE PC YOUTH DEVELOPMENT 30000 FOOD ON FOOT 9663 SANTA MONICA BOULEVARD 743 BEVERLY HILLS CA 90210 NONE PC SOCIAL WELFARE 25000 FOOTHILL FAMILY 2500 EAST FOOTHILL BOULEVARD SUITE 300 PASADENA CA 91107 NONE PC SOCIAL WELFARE 90000 FOSTERING MEDIA CONNECTIONS 412 WEST 6TH STREET SUITE 925 LOS ANGELES CA 90014 NONE PC CHILD WELFARE 32500 FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES 1102 Q STREET SUITE 4800 SACRAMENTO CA 95811 NONE PC EDUCATION 90000 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 YOUTH DEVELOPMENT 10000 FULCRUM ARTS 495 EAST COLORADO BOULEVARD PASADENA CA 91101 NONE PC ARTS EDUCATION 100000 GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA 342 NORTH SAN FERNANDO ROAD LOS ANGELES CA 90031 NONE PC WELFARE 100000 HARMONY PROJECT 4322 WILSHIRE BOULEVARD SUITE 101 LOS ANGELES CA 90010 NONE PC YOUTH DEVELOPMENT 100000 HATHAWAY-SYCAMORES CHILD AND FAMILY SERVICES 100 WEST WALNUT STREET PASADENA CA 91124 NONE PC SOCIAL SERVICES 101000 HILLSIDES 940 AVENUE 64 PASADENA CA 91105 NONE PC YOUTH DEVELOPMENT 100000 HOMEBOY INDUSTRIES 130 WEST BRUNO STREET LOS ANGELES CA 90012 NONE PC YOUTH DEVELOPMENT 100000 IFOSTER PO BOX 159 TRUCKEE CA 96160 NONE PC YOUTH DEVELOPMENT 75000 IMAGINE LOS ANGELES 672 SOUTH LAFAYETTE PARK PLACE UNIT 28 LOS ANGELES CA 90057 NONE PC HOMELESS SERVICES 46000 INNER-CITY ARTS 720 KOHLER STREET LOS ANGELES CA 90021 NONE PC ARTS EDUCATION 65000 INTERNATIONAL MEDICAL CORPS 12400 WILSHIRE BOULEVARD SUITE 1500 LOS ANGELES CA 90025 NONE PC INTERNATIONAL RELIEF 20000 JEWISH FREE LOAN ASSOCIATION 6505 WILSHIRE BOULEVARD 715 LOS ANGELES CA 90048 NONE PC SOCIAL SERVICES 5000 JOVENES INC 1208 PLEASANT AVENUE LOS ANGELES CA 90033 NONE PC COMMUNITY SERVICES 100000 JVS SOCAL 6505 WILSHIRE BOULEVARD SUITE 200 LOS ANGELES CA 90048 NONE PC SOCIAL SERVICES 100000 KOREATOWN SENIOR AND COMMUNITY CENTER 965 SOUTH NORMANDIE AVENUE SUITE 200 LOS ANGELES CA 90006 NONE PC SOCIAL SERVICES 4000 KOREATOWN YOUTH AND COMMUNITY CENTER 3727 WEST SIXTH STREET LOS ANGELES CA 90020 NONE PC WELFARE 75000 LA UNITED METHODIST URBAN FOUNDATION 714 WEST OLYMPIC BOULEVARD LOS ANGELES CA 90015 NONE PC SOCIAL WELFARE 25000 LAKE AVENUE COMMUNITY FOUNDATION 712 EAST VILLA STREET PASADENA CA 91101 NONE PC YOUTH SERVICES 50000 LEARNING RIGHTS LAW CENTER 205 SOUTH BROADWAY AVENUE 808 LOS ANGELES CA 90012 NONE PC SOCIAL WELFARE 25000 LONG BEACH DAY NURSERY 1548 CHESTNUT AVENUE LONG BEACH CA 90813 NONE PC YOUTH SERVICES 100000 LOS ANGELES JEWISH HOME FOR THE AGING 7150 TAMPA AVENUE RESEDA CA 91335 NONE PC SOCIAL SERVICES 15000 LOS ANGELES YOUTH NETWORK 1754 TAFT STREET LOS ANGELES CA 90028 NONE PC EARLY EDUCATION 100000 MOTHERS' CLUB FAMILY LEARNING CENTER 980 NORTH FAIR OAKS AVENUE PASADENA CA 91103 NONE PC SOCIAL SERVICES 60000 NEW DIRECTIONS 11303 WILSHIRE BOULEVARD BUILDING 116 LOS ANGELES CA 90073 NONE PC WELFARE 45000 OCEAN PARK COMMUNITY CENTER 1453 16TH STREET SANTA MONICA CA 90404 NONE PC WELFARE 150000 OPERATION JUMP START 3515 LINDEN AVENUE LONG BEACH CA 90807 NONE PC EDUCATION 75000 OREGON COMMUNITY FOUNDATION 1221 SOUTHWEST YAMHILL STREET 100 PORTLAND OR 97205 NONE PC COMMUNITY IMPROVEMENT 100000 PS ARTS 6701 CENTER DRIVE SUITE 550 LOS ANGELES CA 90045 NONE PC ARTS EDUCATION 70000 PACIFIC LEGAL FOUNDATION 555 CAPITAL MALL SUITE 350 SACRAMENTO CA 95814 NONE PC EDUCATION 50000 PAINTED BRAIN 1180 SOUTH BEVERLY DRIVE SUITE 608 LOS ANGELES CA 90035 NONE PC HEALTH 7500 PARA LOS NINOS 5000 HOLLYWOOD BOULEVARD LOS ANGELES CA 90027 NONE PC YOUTH DEVELOPMENT 75000 PEOPLE ASSISTING THE HOMELESS 340 NORTH MADISON AVENUE LOS ANGELES CA 90004 NONE PC WELFARE 100000 PEOPLE ORGANIZED FOR WESTSIDE RENEWAL (POWER) 5617 HOLLYWOOD BOULEVARD SUITE 107 LOS ANGELES CA 90028 NONE PC SOCIAL WELFARE 25000 PHOENIX OF SANTA BARBARA 107 EAST MICHELTORENA STREET SANTA BARBARA CA 93101 NONE PC HEALTH 10000 PROFESSIONAL DANCER SOCIETY PO BOX 15605 BEVERLY HILLS CA 90209 NONE PC WELFARE 8700 PUBLIC COUNSEL 610 SOUTH ARDMORE AVENUE LOS ANGELES CA 90005 NONE PC HEALTH 75000 RAPE FOUNDATION 1223 WILSHIRE BOULEVARD 410 SANTA MONICA CA 90403 NONE PC SOCIAL WELFARE 140000 REDF TWO EMBARCADERO CENTER SUITE 650 SAN FRANCISCO CA 94111 NONE PC SOCIAL SERVICES 60000 SAINT JOHN'S HOSPITAL HEALTH CENTER 2121 SANTA MONICA BOULEVARD SANTA MONICA CA 90404 NONE PC HEALTH 60000 SALVATION ARMY 906 SOUTH FRANCISCO STREET LOS ANGELES CA 90071 NONE PC SOCIAL WELFARE 100000 SECOND CHANCE PO BOX 643 NEWARK CA 94560 NONE PC HEALTH 41000 SHARE INCORPORATION 165 WEST 46TH STREET SUITE 712 NEW YORK NY 10036 NONE PC HEALTH 25000 SILICON VALLEY COMMUNITY FOUNDATION 2440 WEST EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 94040 NONE PC SOCIAL SERVICES 10000 SKID ROW HOUSING TRUST 1317 EAST SEVENTH STREET LOS ANGELES CA 90021 NONE PC SOCIAL WELFARE 70000 SOUTH CENTRAL LOS ANGELES MINISTRY PROJECT 892 EAST 48TH STREET LOS ANGELES CA 90011 NONE PC RELIGIOUS 65000 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 100000 ST JOSEPH CENTER 204 HAMPTON DRIVE VENICE CA 90291 NONE PC WELFARE 75000 STEP UP ON SECOND STREET 1328 SECOND STREET SANTA MONICA CA 90401 NONE PC SOCIAL WELFARE 130000 THE ALLIANCE FOR CHILDREN'S RIGHTS 3333 WILSHIRE BOULEVARD NUMBER 550 LOS ANGELES CA 90010 NONE PC YOUTH DEVELOPMENT 125000 THE GABRIELLA FOUNDATION 639 SOUTH COMMONWEALTH AVENUE LOS ANGELES CA 90005 NONE PC ARTS EDUCATION 105000 THE UNUSUAL SUSPECTS THEATRE COMPANY 3719 VERDUGO ROAD LOS ANGELES CA 90065 NONE PC ARTS EDUCATION 50000 UC REGENTS 10945 LA CONTE AVENUE 3132 LOS ANGELES CA 90095 NONE PC EDUCATION 25000 UCLA FOUNDATION PO BOX 951784 LOS ANGELES CA 90096 NONE PC HEALTH 220000 UCLA JONSSON CANCER CENTER FOUNDATION PO BOX 951780 LOS ANGELES CA 90095 NONE PC HEALTH 120000 UNITE LA 350 SOUTH BIXEL STREET 200 LOS ANGELES CA 90017 NONE PC EDUCATION 10000 UNITED STATES VETERANS INITIATIVE 800 WEST 6TH STREET LOS ANGELES CA 90017 NONE PC WELFARE 115000 UNITED WAY 1150 SOUTH OLIVE STREET T500 LOS ANGELES CA 90015 NONE PC HUMAN SERVICES 100000 UNIVERSITY OF SOUTHERN CALIFORNIA 3551 TROUSDALE PARKWAY SUITE 160 LOS ANGELES CA 90089 NONE PC EDUCATION 81000 WESTSIDE INFANT - FAMILY NETWORK 8611 WASHINGTON BOULEVARD CULVER CITY CA 90232 NONE PC SOCIAL SERVICES 115000 5849700 0 14 1355848 18 998546 0 2354394 0 2354394 0 0 0 0 0 0 0 0 0 0 X X 1 CARL DEUTSCH 2444 WILSHIRE BOULEVARD SANTA MONICA CA 90403 8853798 X X 1 PUBLICLY TRADED STOCK 5853798 2018-12-31 ACCOUNTING FEES 118000 0 118000 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 $97,740 TO THE CARL & ROBERTA DEUTSCH FOUNDATION DURING 2018 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 2018 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 42550730 42550730 FUND OF FUNDS FMV 18078683 18078683 PRIVATE EQUITY FMV 25214089 25214089 US EQUITY FUNDS FMV 86134 86134 GLOBAL EQUITY FMV 47231653 47231653 LEGAL FEES 768 0 768 ADVANCE SUBSCRIPTION RECEIVABLES 0 6389960 6389960 NET UNREALIZED GAIN (LOSS) 7170737 POSTAGE & COURIER 3855 0 3855 INSURANCE 2022 0 2022 OFFICE SUPPLIES 9698 0 9698 CHECKING ACCOUNT FEES 328 0 328 PAYROLL PREP FEE 1437 0 1437 PARKING 6526 0 6526 TELEPHONE 13321 0 13321 HALO PROGRAM 22290 0 22290 MISCELLANEOUS EXPENSES 2200 0 2200 PARTNERSHIP EXPENSES 0 697115 0 OFFICE PLANTS 3470 0 3470 PARTNERSHIP INCOME 2506155 DEFERRED TAX LIABILTY 526522 382785 DUE TO BROKER 0 6389960 CONSULTING 268350 0 268350 INVESTMENT EXPENSE 280562 280562 0 OTHER PROFESSIONAL FEES 82247 0 82247 FOREIGN TAXES 0 51154 0 TAX PROVISION 226779 0 0 TAX FILING FEES 20 0 20