Carl And Roberta Deutsch Foundation in Santa Monica, California (CA)

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Carl And Roberta Deutsch Foundation
Employer Identification Number (EIN)954610378
Name of OrganizationCarl And Roberta Deutsch Foundation
In Care of NameW E Holler
Address2444 Wilshire Blvd Ste 600, Santa Monica, CA 90403-5814
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date03/1997
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$50,000,000 to greater
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$125,570,120
Amount of Income$3,254,352
Form 990 Revenue Amount$3,140,556
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2013: $3,254,352 (it was $2,912,450 in 2012)
This organization: 

 $3,254,352
Other organizations performing similar types of work: 

 $182,919

Assets in 2013: $125,570,120 (it was $110,813,574 in 2012)
This organization: 

 $125,570,120
Other organizations performing similar types of work: 

 $564,464

Expenses in 2013: $7,123,841
This organization: 

 $7,123,841
Other organizations performing similar types of work: 

 $67,216

Income to expenses ratio in 2013: 0.5
Carl And Roberta Deutsch Foundation: 

 0.5
Other organizations performing similar types of work: 

 2.9

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$5,666,682$7,858,984$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$56
Dividends and interest from securities$3,254,296
Gross rents$0
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$0
Other$2,412,330
Total expenses and disbursements$7,123,841$608,398$0$6,172,705
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$0
Depreciation$14,017
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$1,689,049$608,398$737,913
Contributions, gifts, grants paid$5,434,792
Excess of revenue over expenses and disbursements$-1,457,159
Net investment income$7,250,586
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$102,764,472$102,764,472$110,813,574$110,820,028$125,570,120$125,570,120
Cash - non-interest-bearing$0$0$0
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$0$0$0
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$102,576,882$110,686,941$125,527,735
Other assets$0$0
Total liabilities$99,410$124,423$442,621
Mortgages and other notes payable$0$0$0
Other liabilities$124,423$442,621
Total liabilities and net assets/fund balances$102,665,062$110,689,151$125,127,499
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$419,585$4,439,659$2,412,330
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$38,743$72,386$72,506
Total credits and payments$122,192$98,449$73,063
Current year estimated tax payments and previous year's overpayment credited to current year$87,192$98,449$41,063
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$35,000$0$32,000
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$0$0
Overpayment$26,063$557
Amount to be credited to next year's estimated tax$83,449$26,063$557
Statements Regarding Activities
201120122013
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoYes
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?YesYesYes
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?YesNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$112,181,583$108,825,825$118,806,039
Net value of noncharitable-use assets$107,193,438$117,023,948
Minimum investment return$5,524,943$5,359,672$5,851,197
Distributable Amount
201120122013
Distributable amount$5,486,200$5,287,286$5,778,691
Undistributed Income
201120122013
Distributable amount for this year$5,486,200$5,287,286$5,778,691
Undistributed income for this year. This amount must be distributed in the next year$5,486,200$5,194,967$4,800,953
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$56$0
Dividends and interest from securities$3,254,296$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The Murphy Family FoundationPO BOX 73, New York, NY 10274-0073NY1995-01$4,225,123
2James And Joan Lindsey Family FoundationPO BOX 50309, Santa Barbara, CA 93150-0309CA1995-01$4,046,549
3Tracy Family FoundationPO BOX 25, Mt Sterling, IL 62353-0025IL1997-12$3,593,976
4Turn 2 Foundation Inc1360 East 9th St, Cleveland, OH 44114-1782OH1997-07$3,402,750
5Vivian L Smith Foundation For Neurologic Research1900 West Loop S Ste 1050, Houston, TX 77027-3295TX1981-03$3,383,098
6Carl And Roberta Deutsch Foundation2444 Wilshire Blvd Ste 600, Santa Monica, CA 90403-5814CA1997-03$3,254,352
7The Moshe And Frady Kalter Foundation IncC/O Moshe Kalter 1621 54th Street, Brooklyn, NY 11204NY1995-09$2,798,732
8S P & Estelle Yates Family Foundation101 South 4th Street Suite B, Artesia, NM 88210-2177NM1995-11$2,668,068
9Redman Foundation IncPO BOX 38567, Dallas, TX 75238-0567TX1995-11$2,300,377
10Collingwood Foundation8882 Collingwood Dr, Los Angeles, CA 90069-1244CA1995-01$1,064,930
11Lawrence P Frank Foundation11537 Seminole Cir, Northridge, CA 91326-1419CA1995-01$1,018,906
12Joseph B Patterson Foundation, Patterson Joseph B Ttee11100 Santa Monica Blvd Ste 1950, Los Angeles, CA 90025-3987CA1995-01$636,894
13Hall Charitable Tr, Hall Julia Louis-Dreyfus Et Al Ttee2811 Wilshire Blvd Ste 700, Santa Monica, CA 90403-4804CA1998-08$601,589
14Delzell Foundation Inc200 E Carrillo St Ste 303, Santa Barbara, CA 93101-9100CA1998-02$390,272
15Gary Troy Foundation1448 15th St, Santa Monica, CA 90404-2756CA1998-11$346,708
16William & Patricia Martindale Family Foundation75 Vine St, Vacaville, CA 95688-9301CA1995-01$25,000
17Alfred D Banks Memorial Food For The Hungry Foundation520 S Sepulveda, Los Angeles, CA 90049-3521CA1998-01$7,499
18Adaptec Foundation691 South Milpitas Blvd Ste Ms 25, Milpitas, CA 95035CA1996-10$4,361
19Hollencrest Foundation100 Bayview Cir Ste 500, Newport Beach, CA 92660-8903CA1998-03$690
20Christian Ministry Fellowship731 Syracuse Dr, Vacaville, CA 95687-4652CA1998-10$0
Number of organizations performing similar types of work
Alabama1
Arizona1
California17
Colorado8
Connecticut6
Delaware1
Florida9
Iowa1
Illinois8
Indiana1
Kansas3
Louisiana1
Massachusetts14
Maryland6
Maine1
Minnesota3
Missouri1
North Carolina7
New Hampshire2
New Jersey8
New Mexico1
New York56
Ohio1
Oklahoma5
Oregon1
Pennsylvania15
Rhode Island5
South Carolina1
Texas22
Utah2
Virginia4
Vermont1
Washington4
Wisconsin1
Wyoming2
International1
Total221

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