2017-11-15T15:22:26-06:00 2016-12-31 861065772 DELOITTE TAX LLP 555 MISSION STREET SAN FRANCISCO CA 94105 990PF 2016-01-01 954610378 CARL & ROBERTA DEUTSCH FOUNDATION CARL 3104530055 2444 WILSHIRE BLVD No 600 SANTA MONICA CA 90403 CARL DEUTSCH PRESIDENT 3104530055 2017-11-15 1 JOAN S MCMAHON P00966494 4157834000 12.203.115.26 2017-11-15 14:27:33 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 82C618081E23B0DF6B59A913B4A32651ADCE35D1 2016 2017-02-10 21:41:12Z X 120281175 X X 1785184 1785184 5851780 6051459 1878711 7636964 9715354 0 0 0 155553 0 155553 13277 0 13277 8683 0 8683 86600 0 86600 654513 317703 336810 151965 8338 20 33693 0 33693 48661 465803 48661 1152945 791844 683297 5422000 5422000 6574945 791844 6105297 1062019 8923510 11780 138235 138235 23225 82321 23225 23225 117842310 120119715 120119715 117936411 120281175 120281175 228917 252914 228917 252914 X 117707494 120028261 117707494 120028261 117936411 120281175 117707494 1062019 1258748 120028261 0 120028261 CAPITAL GAINS FROM PARTNERSHIPS P 199679 199679 CAPITAL GAINS FROM PUBLICLY TRADED SECURITES P 5851780 5851780 6051459 0 6355083 122771195 0.051764 6346569 126197861 0.050291 6100199 117023948 0.052128 5523533 107193438 0.051529 4980830 110498859 0.045076 0.250788 0.050158 115751717 5805875 89235 5895110 6105297 X 89235 0 89235 0 89235 99435 25000 124435 35200 35200 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 86600 BLUE GARNET 8055 WEST MANCHESTER AVENUE SUITE 430 LOS ANGELES CA 90293 CONSULTING 72240 LYNN ALVAREZ 221 NORTH FIGUEROA STREET SUITE 350 LOS ANGELES CA 90012 CONSULTING 60996 0 0 117353734 160699 0 117514433 0 0 117514433 1762716 115751717 5787586 5787586 89235 89235 5698351 0 5698351 0 5698351 6105297 0 6105297 89235 6016062 5698351 4117988 0 0 6105297 4117988 0 0 1987309 0 0 0 0 0 0 0 0 3711042 0 0 0 CARL DEUTSCH X Advancement Project 1545 Wilshire BOULEVARD 800 Los Angeles CA 90017 None PC Welfare 5000 Advancement Through Opportunity AND KNOWLEDGE 1200 WEST 37TH PLACE Los Angeles CA 90007 None PC Youth Development 75000 ASSistance League of LOS ANGELES 826 COLE AVENUE LOS ANGELES CA 90038 None PC SOCIAL SERVICES 1000 Assistance League of Palm Springs Area PO Box 3056 Rancho Mirage CA 92270 None PC Social Services 10000 AVON PRODUCTS FOUNDATION 777 THIRD AVENUE NEW YORK NY 10017 None PC Health 1000 Bright Prospect Scholar Support 1460 East Holt Avenue Pomona CA 91767 None PC Youth Development 110000 California Community Foundation 221 South Figueroa Street Suite 400 Los Angeles CA 90012 None PC Community Improvement 90000 California Hospital Medical CENTER FOUNDATION 1401 SOUTH GRAND AVENUE Los Angeles CA 90015 None PC Health 85000 California State University Northridge Foundation 18111 NORDHOFF STREET NORTHRIDGE CA 91330 None PC Education 25000 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 NON-VIOLENT EDUCATION AND PARENTING 1226 NORTH ALVARADO STREET Los Angeles CA 90026 None PC Youth Development 55000 Centinela Youth Services Incorporation 11539 HAWTHORNE BOULEVARD 5TH FLOOR HAWTHORNE CA 90250 None PC Youth Development 25000 Children's Bureau 1575 Dr Martin Luther King Jr StREET Indianapolis IN 46202 None PC Human Services 75000 Chrysalis Center 522 SOUTH MAIN STREET LOS Angeles CA 90013 None PC Human Services 87000 City Of Hope 1055 Wilshire BOUlEvARd Los Angeles CA 90017 None PC Health 10000 Coalition for Responsible Community Development 3101 SOUTH GRAND AVENUE Los Angeles CA 90007 None PC Community Improvement 105000 Community Partners 1000 NORTH Alameda STREET 240 Los Angeles CA 90012 None PC Welfare 25000 Compassion & Choices 4155 EAST JEWELL AVENUE SUITE 200 DENVER CO 80222 None PC Health 1000 DKMS Americas 100 BROADWAY 6TH FLOOR NEW YORK NY 10005 None PC Health 5000 DOWNTOWN WOMENS CENTER 442 SOUTH SAN PEDRO STREET LOS ANgeles CA 90013 None PC WELFARE 75000 Esperanza Community Housing Corporation 2337 SOUTH Figueroa Street Los Angeles CA 90007 None PC Social Services 100000 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 60000 FOOD FORWARD 7412 FULTON AVENUE 3 NORTH HOLLYWOOD CA 91605 None PC SOCIAL SERVICES 10000 Foothill Family 2500 EAST FOOTHILL BOULEVARD SUITE 300 PASADENA CA 91107 None PC Social Welfare 75000 Foothill Unity Center 415 WEST CHESTNUT AVENUE MONROVIA CA 91016 None PC Community Improvement 25000 FORD THEATRE FOUNDATION 2580 CAHUENGA BOULEVARD EAST HOLLYWOOD CA 90068 NONe PC WELFARE 100000 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 GARDEN CONSERVANCY PO BOX 219 COLD SPRING NY 10516 NONe PC EDUCATION 5000 Good Shepherd Shelter of Los Angeles 2561 VENICE BOULEVARD Los Angeles CA 90019 None PC Welfare 60000 Goodwill Industries Of Southern California 342 NORTH San Fernando Road Los Angeles CA 90031 None PC Welfare 85000 Harmony Project 4322 WILSHIRE BOULEVARD SUITE 101 Los Angeles CA 90010 None PC Youth Development 60000 Harps Foundation 4101 GROVE AVENUE RICHMOND VA 23221 None PC Youth Development 25000 Heart of Los Angeles Youth 2701 WILSHIRE BOULEVARD SUITE 100 Los Angeles CA 90057 None PC Youth Development 5000 Homeboy Industries 1916 EAST First Street Los Angeles CA 90033 None PC Social Services 100000 HUMAN-I-T 130 PINE AVENUE SUITE 200 LONG BEACH CA 90802 None PC Community Improvement 25000 Imagine Los Angeles 5455 Wilshire BOUlEvARd Suite 1001 Los Angeles CA 90036 None PC Human Services 45000 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 15000 Jewish Vocational Service 6505 Wilshire BOUlEvARd Suite 200 Los Angeles CA 90048 None PC Education 100000 Jovenes incorporation 1208 Pleasant AveNUE Los Angeles CA 90033 None PC Human Services 90000 JULES AND DORIS STEIN UCLA SUPPORT GROUP PO BOX 30 Beverly Hills CA 90213 None PC Health 25000 JUNIOR BLIND OF AMERICA 5300 ANGELES VISTA BOULEVARD LOS ANGELES CA 90043 None PC SOCIAL SERVICES 30000 KOREATOWN YOUTH AND COMMUNITY CENTER 3727 WEST Sixth Street Los Angeles CA 90020 None PC Welfare 3000 LAKE AVENUE FOUNDATION 712 EAST VILLA STREET PASADENA CA 91101 None PC Community Improvement 25000 Long Beach Day Nursery 1548 Chestnut AveNUE Long Beach CA 90813 None PC Educational 80000 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 55000 Lutheran Social Service of SOUTHERN CALIFORNIA 2560 NORTH Santiago BOULEVARD Orange CA 92867 None PC Religious 18000 MAR VISTA FAMILY CENTER 5075 SOUTH SLAUSON AVENUE CULVER CITY CA 90230 None PC Youth Development 55000 Medicine For Humanity 22866 Beckledge Terrace Malibu CA 90265 None PC Education 4000 Nature Bridge 11741 Wheatfield Loop Hudson FL 34667 None PC Social Service 5000 New Directions 11303 Wilshire BOUlEvARd BUIldINg 116 Los Angeles CA 90073 None PC Welfare 75000 OCEAN PARK COMMUNITY CENTER 1453 16TH STREET SANTA MONICA CA 90404 None PC WELFARE 125000 Old Town Artisan Studio 78-100 Main Street 104 La quinta CA 92253 None PC Education 15000 One Voice 1228 15th StREET SUIte C Santa Monica CA 90404 None PC Human Services 70000 OPERATION JUMP START 3515 LINDEN AVENUE LONG BEACH CA 90807 None PC Education 40000 OREGON BALLET THEATRE 0720 SOUTHWEST BANCROFT STREET PORTLAND OR 97239 None PC Arts Education 2500 OREGON COMMUNITY FOUNDATION 1221 SOUTHWEST YAMHILL STREET 100 PORTLAND OR 97205 None PC Community Improvement 100000 PS ARTS 6701 CENTER DRIVE SUITE 550 Los Angeles CA 90045 None PC Arts Education 50000 Pacific Legal Foundation 555 Capital Mall Suite 350 Sacramento CA 95814 None PC Education 50000 People Assisting The Homeless 340 North Madison Avenue Los Angeles CA 90004 None PC Welfare 75000 Professional Dancer Society PO Box 15605 Beverly Hills CA 90209 None PC Welfare 25000 Public Counsel 610 South Ardmore AveNUE Los Angeles CA 90005 None PC Health 115000 PUPPIES BEHIND BARS INC 263 WEST 38TH STREET 4TH FLOOR NEW YORK NY 10018 None PC Social Service 5000 Rape Foundation 1223 Wilshire BOULEVARD 410 Santa Monica CA 90403 None PC Social Welfare 140000 REDF - Woodcock Foundation 221 MAIN STREET SUITE 1550 SAN FRANCISCO CA 94105 None PC Social Welfare 60000 RYMAN ARTS 1933 SOUTH BROADWAY SUITE 1138 Los Angeles CA 90007 None PC Arts Education 50000 Salvation Army 906 South Francisco Street Los Angeles CA 90071 None PC Social Welfare 100000 SHARE incorporation 165 WEST 46TH STREET SUITE 712 NEW YORK NY 10036 None PC HEALTH 50000 SKID ROW HOUSING TRUST 1317 EAST SEVENTH STREET LOS Angeles CA 90021 None PC SOCIAL WELFARE 70000 SOPHIA T SALVIN SPECIAL EDUCATION CENTER 1925 S BUDLONG AVENUE LOS ANGELES CA 90007 None PC EDUCATION 10000 SOUTH CENTRAL LOS ANGELES MINISTRY PROJECT 892 EAST 48TH STREET Los Angeles CA 90011 None PC Religious 55000 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 72500 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 STEP UP ON SECOND STREET 1328 SECOND STREET SANTA MONICA CA 90401 None PC Social Welfare 110000 STREET POETS 2116 ARLINGTON AVENUE SUITE 310 Los Angeles CA 90018 None PC Arts Education 40000 THE NANCY PAINTER HOME FOR MOTHERS 14100 DICKENS STREET NUMBER 4 SHERMAN OAKS CA 91423 None PC Social Welfare 1000 UC Regents 10945 La conte Ave 3132 Los Angeles CA 90095 None PC Education 500000 UCLA Foundation PO Box 951784 Los Angeles CA 90096 None PC Health 106000 UCLA JONSSON CANCER CENTER FOUNDATION PO BOX 951780 Los Angeles CA 90095 None PC Health 105000 UNITED FRIENDS OF THE CHILDREN 1055 WILSHIRE BOULEVARD SUITE 1955 Los Angeles CA 90017 None PC Youth Development 110000 United States Veterans Initiative 800 WEST 6th Street Los Angeles CA 90017 None PC Welfare 100000 United Way 1150 SOUTH Olive Street T500 Los Angeles CA 90015 None PC Human Services 50000 UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS Los Angeles CA 90089 None PC Education 60000 Venice Family Clinic 604 Rose Avenue Venice CA 90291 None PC Medical 100000 WOMEN IN NEED 115 WEST 31ST STREET NEW YORK NY 10001 None PC Social Welfare 5000 Wooden Floor for Youth Movement 1810 NORTH Main Street Santa Ana CA 92706 None PC Social Welfare 90000 5422000 0 14 1785184 18 5851780 0 7636964 0 7636964 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 86600 0 86600 PURSUANT TO CODE SECTION 4942(H)(2) AND REG. SEC. 53.4942(A)-3(D)(2), THE CARL AND ROBERTA DEUTSCH FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM PRIOR YEAR'S UNDISTRIBUTED INCOME AS FOLLOWS:12/31/2010: $17,400AUTHORIZED SIGNATURE PART VII-B, QUESTION 1(A)(3) AELD, INC., A RELATED PARTY TO THE FOUNDATION, DONATED OFFICE SPACE AND ADMINISTRATIVE SERVICES IN THE AMOUNT OF $89,900 TO THE CARL & ROBERTA DEUTSCH FOUNDATION DURING 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. MUTUAL FUNDS FMV 57588518 57588518 FUND OF FUNDS FMV 18253199 18253199 PRIVATE EQUITY FMV 21205179 21205179 GLOBAL EQUITY FMV 19029779 19029779 US EQUITY FUNDS FMV 4043040 4043040 LEGAL FEES 8683 0 8683 POSTAGE & COURIER 3446 0 3446 INSURANCE 1135 0 1135 OFFICE SUPPLIES 10992 0 10992 CHECKING ACCOUNT FEES 952 0 952 PAYROLL PREP FEE 1724 0 1724 PARKING 5058 0 5058 TELEPHONE 12330 0 12330 OFFICE PLANTS 3430 0 3430 MISCELLANEOUS EXPENSES 9594 0 9594 PARTNERSHIP EXPENSES 0 465803 0 Net unrealized Gain (Loss) 1258144 Prior Period Adjustment 604 DEFERRED TAX LIABILTY 228917 252914 CONSULTING 180000 0 180000 INVESTMENT EXPENSE 317703 317703 0 Other Professional Fees 156810 0 156810 Foreign Taxes 0 8338 0 TAX PROVISION 151945 0 0 FILING FEES 20 0 20