2022-04-08T15:34:46-05:00 2020-06-30 PricewaterhouseCoopers LLP 601 SOUTH FIGUEROA STREET LOS ANGELES CA 90017 990 2019-07-01 202605026 ACADEMY MUSEUM FOUNDATION % ANDREW HORN ACAD 3102473000 8949 WILSHIRE BOULEVARD BEVERLY HILLS CA 902111972 ANDREW HORN CFO 2022-03-10 true RICK ROSAS P00640984 2133566000 2022-03-17 2019 2022-09-23 18:48:47Z X WILLIAM KRAMER 8949 WILSHIRE BOULEVARD BEVERLY HILLS CA 902111972 45683665 false X www.oscars.org X 2005 CA TO SERVE AS A SUPPORTING ORGANIZATION OF THE ACADEMY FOUNDATION. ITS PRIMARY PURPOSE IS TO OWN AND OPERATE A MUSEUM DEDICATED TO THE ARTS AND SCIENCES OF MOTION PICTURES. 22 21 106 55 0 0 39636165 43220068 0 0 2425033 2422751 16461 9075 42077659 45651894 0 7560 0 0 8444763 11514798 463250 334245 3436066 11123872 11683928 20031885 23540531 22045774 22111363 514558416 666597541 376323897 506012591 138234519 160584950 ACADEMY MUSEUM FOUNDATION WAS CREATED TO SERVE AS A SUPPORTING ORGANIZATION OF THE ACADEMY FOUNDATION. THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO OWN AND OPERATE A MUSEUM DEDICATED TO THE ARTS AND SCIENCES OF MOTION PICTURES. THE MUSEUM WILL BE DEVOTED TO THE HISTORY OF THE MOTION PICTURE INDUSTRY, EDUCATIONAL EXHIBITS AND ACTIVITIES RELATING TO HOW MOTION PICTURES ARE MADE, DISPLAYS MEMORABILIA, AND OTHER FUNCTIONS THAT WILL PERMIT VISITORS TO EXPERIENCE THE ARTS AND SCIENCES OF MOTION PICTURES. false false 19713352 0 0 THE ACADEMY MUSEUM OF MOTION PICTURES WILL CELEBRATE THE ARTS AND SCIENCES OF MOVIES -- PAST, PRESENT, AND FUTURE. ITS EXHIBITIONS AND PROGRAMS WILL CONVEY THE MAGIC OF CINEMA AND OFFER A GLIMPSE BEHIND THE SCREEN, ILLUMINATING THE CREATIVE AND COLLABORATIVE PROCESS OF FILMMAKING. THE MUSEUM WILL SEEK TO INSPIRE, ENTERTAIN, AND EDUCATE ALL VISITORS ABOUT THE RICH HISTORY OF MOTION PICTURES AND THEIR ESSENTIAL ROLE IN OUR CULTURE. 7560 7560 0 GRANT TO RELATED ORGANIZATION IN SUPPORT OF ACTIVITIES TO PROMOTE AND FURTHER THE STUDY AND IMPORTANCE OF MOTION PICTURES IN THE LIFE OF THE PUBLIC. 19720912 true true false false false false false true false true true false false true false true false true false false false false false true false false false true false true true false false false false false false false false true false false false true false true false true 85 0 106 false false false false false false false false false false false true false X 22 21 false false false false false true true true true false false true true true true true true false false false CA X ANDREW HORN 3102473000 8949 WILSHIRE BLVD BEVERLY HILLS CA 902111972 X KERRY BROUGHER MUSEUM DIR. (UNTIL 09/2019) 45.0 0.0 X 641748 0 493246 DAWN HUDSON TRUSTEE 1.0 40.0 X 0 706572 238182 ANDREW HORN CHIEF FINANCIAL OFFICER 5.0 40.0 X 0 357998 150132 KATHARINE DESHAW DPTY DIR., ADVNMENT & EXT REL. 45.0 0.0 X 364390 0 51012 DEBORAH HOROWITZ DPTY DIR. CC&P (UNTIL 04/2019) 45.0 0.0 X 278319 0 98820 BEVERLY KITE CHIEF INFORMATION OFFICER 5.0 40.0 X 0 300654 66282 BRENDAN CONNELL JR CHIEF OPERATING OFFICER 45.0 0.0 X 342861 0 14534 ANDREW WERNER VP, BUILDING OPERATIONS 45.0 0.0 X 190760 0 49649 SHRADDA ARYAL VP, EXHIBITION DESIGN & PROD. 45.0 0.0 X 170884 0 50603 SARAH TINSLEY VP, PEOPLE AND CULTURE & OPS. 45.0 0.0 X 162630 0 31062 SUSAN JENKINS VP, EXHIBITION PLANNING 45.0 0.0 X 152699 0 26726 SHAWN ANDERSON VP, MARKETING & COMMUNICATIONS 45.0 0.0 X 150339 0 16162 WILLIAM KRAMER PRES/MUSM DIR (AS OF 10/2019) 45.0 0.0 X 91600 0 0 RON MEYER CHAIRMAN 1.0 0.0 X X 0 0 0 TED SARANDOS VICE CHAIRMAN 1.0 0.0 X X 0 0 0 KIMBERLY STEWARD SECRETARY 1.0 0.0 X X 0 0 0 JASON BLUM TREASURER 1.0 0.0 X X 0 0 0 JOHN BAILEY TRUSTEE (UNTIL 08/2019) 1.0 23.0 X 0 0 0 ARNAUD BOETSCH TRUSTEE (AS OF 03/2020) 1.0 0.0 X 0 0 0 LAURA DERN TRUSTEE 1.0 4.0 X 0 0 0 DAVID DOLBY TRUSTEE 1.0 0.0 X 0 0 0 SIDONIE DUMAS TRUSTEE 1.0 0.0 X 0 0 0 JIM GIANOPULOS TRUSTEE 1.0 4.0 X 0 0 0 RAY HALBRITTER TRUSTEE (AS OF 05/2020) 1.0 0.0 X 0 0 0 TOM HANKS TRUSTEE 1.0 0.0 X 0 0 0 MARK JOHNSON TRUSTEE (AS OF 08/2019) 1.0 5.0 X 0 0 0 MIE-KYUNG LEE TRUSTEE 1.0 0.0 X 0 0 0 DOMINIC NG TRUSTEE 1.0 0.0 X 0 0 0 KATHERINE OLIVER TRUSTEE 1.0 0.0 X 0 0 0 ALEJANDRO RAMIREZ MAGANA TRUSTEE 1.0 0.0 X 0 0 0 DAVID RUBIN TRUSTEE (AS OF 08/2019) 1.0 23.0 X 0 0 0 REGINA SCULLY TRUSTEE (AS OF 12/2019) 1.0 0.0 X 0 0 0 EMMA THOMAS TRUSTEE 1.0 0.0 X 0 0 0 DIANE VON FURSTENBERG TRUSTEE 1.0 0.0 X 0 0 0 KEVIN YEAMAN TRUSTEE 1.0 0.0 X 0 0 0 2546230 1365224 1286410 19 false true false MATT CONSTRUCTION CORPORATION 9614 NORWALK BLVD 100 SANTA FE SPRINGS CA 90670 CONSTRUCTION SVCS. 76408582 ELECTROSONIC INC DEPT CH 19029 PALANTINE IL 60055 AUDIO VISUAL SVCS. 1833242 SLALOM CONSULTING PO BOX 101416 PASADENA CA 91189 IT CONSULTING SVCS. 1404291 DESIGN AND PRODUCTION INC 7110 RAINWATER PL LORTON VA 22079 EXHIBIT CONSTRUCTION 1393505 GENSLER FILE 57109 LOS ANGELES CA 90074 ARCHITECTURAL SVCS. 1327686 30 42618006 602062 0 43220068 0 2384844 2384844 0 0 0 0 0 69678 31771 37907 37907 37907 0 0 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 713990 9075 9075 9075 45651894 2431826 7560 7560 0 0 0 1504852 979834 94304 430714 0 8107264 6308213 240239 1558812 347058 274176 72882 1011301 777881 32193 201227 544323 415879 16817 111627 0 191569 170237 21332 46383 46383 0 334245 334245 59357 59357 1194265 1014265 180000 1006477 1006477 293277 291125 2152 1073094 890323 182771 0 1803938 1803938 163776 146438 17338 0 242210 35239 206971 2687048 2687048 0 718861 718861 645390 645390 MUSEUM PURCHASES 506908 506908 COLLECTION EXPENSES 267358 267358 COLLECTION STORAGE 254156 254156 RETAIL DEVELOPMENT 142570 142570 387291 271296 115995 23540531 19720912 383553 3436066 0 0 1586431 965500 0 0 41216 41216 0 0 0 0 40723201 40723201 0 0 152328 318656 488948230 393970 404151778 488554260 29430229 38740405 0 0 0 0 0 0 38473233 97254303 514558416 666597541 20595544 13750074 0 0 175350 316530 355553003 491945987 0 0 0 0 0 0 0 0 0 0 376323897 506012591 X 135631249 155468012 2603270 5116938 138234519 160584950 514558416 666597541 X 22111363 296217 -57149 X false true X true false X X X 1 ACADEMY FOUNDATION 952243698 7 true 23540531 0 1 23540531 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 5226461 13440 5239901 1517555 3627180 81726 5226461 500000 1000000 17555 1517555 500000 500000 0.95000 0.05000 false true true 0 0 0 0 0 0 0 0 1588590 393970 1194620 487359640 487359640 488554260 NET DEFERRED LEASE PAYMENTS 22931523 POOLED INV. W/ REL. 3RD PARTY 70447329 BOND ISSUANCE COSTS 3875451 97254303 0 0 X SCHEDULE D, PART III, LINE 1A DETAIL DESCRIPTION OF COLLECTION OF ART, HISTORICAL TREASURES OR OTHER SIMILAR ASSETS: THE ACADEMY COLLECTIONS CONSIST OF THE HOLDINGS OF THE ACADEMY MUSEUM, THE MARGARET HERRICK LIBRARY AND THE ACADEMY FILM ARCHIVE THE HOLDINGS CONSIST OF SIGNIFICANT THREE DIMENSIONAL MOTION PICTURE OBJECTS, DOCUMENTS, PHOTOGRAPHS AND MOTION PICTURES. THE HOLDINGS ARE MADE AVAILABLE TO STUDENTS AND SCHOLARS FOR MOTION PICTURE INDUSTRY AND ART FORM RESEARCH AND WILL BE AVAILABLE TO THE ACADEMY MUSEUM WHEN OPENED. THESE COLLECTIONS ARE DONATED TO, PRESERVED AND MAINTAINED BY THE FOUNDATION, AND ARE CARRIED AT NO VALUE ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. SCHEDULE D, PART III, LINE 4 DETAIL DESCRIPTION OF THE ORGANIZATION'S COLLECTIONS: THE MUSEUM MAINTAINS A COLLECTION OF OVER 1,500 THREE-DIMENSIONAL ARTIFACTS ASSOCIATED WITH FILMMAKING HISTORY AS WELL AS WITH THE ACADEMY ITSELF. THIS INCLUDES FILM PRODUCTION MATERIALS (PROPS, SET, COSTUMES, MAKE-UP, MODELS, PAINTINGS, EQUIPMENT, FURNITURE, SIGNAGE, ETC.), MARKETING AND PROMOTIONAL PIECES, ACADEMY-RELATED OBJECTS AND PERSONAL ITEMS OF HISTORIC VALUE. PRIORITY IS GIVEN TO ITEMS WITH HIGH EXHIBIT VALUE AND THAT CAN BE PROPERLY STORED AND CONSERVED BY THE ACADEMY IN PERPETUITY. SCHEDULE D, PART V, LINE 4 DETAIL THE PURPOSE OF THE ENDOWMENT IS TO FUND AN EDUCATIONAL PROGRAM FOR THE ACADEMY MUSEUM OF MOTION PICTURES. SCHEDULE D, PART X, LINE 2 DETAIL FIN 48 (ASC 740) FOOTNOTE: ACADEMY MUSEUM FOUNDATION HAS NO OPEN TAX POSITIONS THAT RESULT IN MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES. X X X X X true THE LUKENS COMPANY 2800 SHIRLINGTON RD 900 ARLINGTON VA 22206 false 562373 279863 282510 CREATIVE FUNDRAISING ADVISORS 90 DALE ST SOUTH ST PAUL MN 55102 false 54382 562373 334245 282510 All States true THE VINE STREET ARCHIVE FOUNDATION 8949 WILSHIRE BOULEVARD BEVERLY HILLS CA 902111972 954860162 501(C)(3) 7560 TO SUPPORT THE ORG. 1 SCHEDULE I, PART I, LINE 2 DETAIL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S.: ACADEMY MUSEUM FOUNDATION MADE GRANTS TO OTHER SUPPORTING ORGANIZATIONS OF THE FOUNDATION'S SUPPORTED ORGANIZATION ACADEMY FOUNDATION. BUDGETS AND RESULTS OF GRANTEES ARE CLOSELY MONITORED BY THE SUPPORTED ORGANIZATION. X X X true false false false false false false false false DAWN HUDSON TRUSTEE 0 675050 0 0 0 31522 0 213591 0 24591 0 944754 0 0 ANDREW HORN CHIEF FINANCIAL OFFICER 0 334779 0 0 0 23219 0 114442 0 35690 0 508130 0 0 BEVERLY KITE CHIEF INFORMATION OFFICER 0 300654 0 0 0 0 0 30592 0 35690 0 366936 0 0 KERRY BROUGHER MUSEUM DIR. (UNTIL 09/2019) 434748 0 0 0 207000 0 493097 0 149 0 1134994 0 0 0 BRENDAN CONNELL JR CHIEF OPERATING OFFICER 342861 0 0 0 0 0 3920 0 10614 0 357395 0 0 0 KATHARINE DESHAW DPTY DIR., ADVNMENT & EXT REL. 364390 0 0 0 0 0 27721 0 23291 0 415402 0 0 0 DEBORAH HOROWITZ DPTY DIR. CC&P (UNTIL 04/2019) 105909 0 0 0 172410 0 98820 0 0 0 377139 0 0 0 SHAWN ANDERSON VP, MARKETING & COMMUNICATIONS 150339 0 0 0 0 0 4135 0 12027 0 166501 0 0 0 SHRADDA ARYAL VP, EXHIBITION DESIGN & PROD. 170884 0 0 0 0 0 15148 0 35455 0 221487 0 0 0 SUSAN JENKINS VP, EXHIBITION PLANNING 152699 0 0 0 0 0 14699 0 12027 0 179425 0 0 0 SARAH TINSLEY VP, PEOPLE AND CULTURE & OPS. 162630 0 0 0 0 0 19035 0 12027 0 193692 0 0 0 ANDREW WERNER VP, BUILDING OPERATIONS 190760 0 0 0 0 0 14285 0 35364 0 240409 0 0 0 SCHEDULE J, PART I, LINE 4A DETAIL KERRY BROUGHER RECEIVED SEVERANCE PAYMENTS TOTALING $207,000 IN CALENDAR YEAR 2019. HE RECEIVED ADDITIONAL PAYMENTS TOTALING $479,250 IN CALENDAR YEAR 2020 THAT ARE REPORTED IN SCHEDULE J, PART II COLUMN(C) AS DEFERRED COMPENSATION. DEBORAH HOROWITZ RECEIVED SEVERANCE PAYMENTS TOTALING $172,410 IN CALENDAR YEAR 2019. SHE RECEIVED ADDITIONAL PAYMENTS TOTALING $83,742 IN CALENDAR YEAR 2020 THAT ARE REPORTED IN SCHEDULE J, PART II COLUMN(C) AS DEFERRED COMPENSATION. A CA INFRASTRUCTURE & ECONOMIC DEVELOPMENT BANK 630304653 13034AGT1 2015-10-22 340960000 CONSTRTN & REFINANCING 2008 BONDS false false false B CA INFRASTRUCTURE & ECONOMIC DEVELOPMENT BANK 630304653 13034AE71 2020-03-10 100000000 CONSTRTN & REFINANCING 2008 BONDS false false false A 0 0 359525433 0 0 0 2697902 0 0 235263814 121563717 0 true false true true B 0 0 138578000 0 0 0 1431058 0 0 37797076 91170956 8178910 false false false true A false false false false 0 false false false true B false false false false 0 false false false true A false true true false 0 false 0 false true B false true false false 0 false 0 false true A true B true SCHEDULE K, PART II, LINE 3, COLUMNS A & B DETAIL THESE AMOUNTS DIFFER FROM THE ISSUE PRICES BECAUSE THE BONDS WERE OFFERED AT A PREMIUM. X 15 0 SEE PART II 1 false false false SCHEDULE M, PART I, COLUMN (B) DETAIL NUMBER OF CONTRIBUTIONS OR NUMBER OF ITEMS CONTRIBUTED: THE NUMBERS REPORTED IN COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS AND NOT NECESSARILY THE NUMBER OF ITEMS CONTRIBUTED. SCHEDULE M, PART I, LINE 33 DETAIL IN ACCORDANCE WITH PRACTICES GENERALLY FOLLOWED BY ART MUSEUMS, ART OBJECTS DONATED TO THE ACADEMY MUSEUM FOUNDATION ARE NOT VALUED AND THEREFORE NOT INCLUDED IN REVENUE. REASON FOR AMENDED RETURN PART VII AND SCHEDULE J HAVE BEEN AMENDED TO CORRECT AN ERROR IN REPORTED COMPENSATION FROM A RELATED ORGANIZATION, FOR A TRUSTEE. THE AMOUNT REPORTED AS BASE COMPENSATION FROM A RELATED ORGANIZATION FOR THE TRUSTEE INADVERTENTLY DOUBLE COUNTED AMOUNTS INCLUDED IN OTHER REPORTABLE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 7A DETAIL PERSONS WHO MAY ELECT MEMBERS OF THE GOVERNING BODY: ACADEMY MUSEUM FOUNDATION IS A TYPE I SUPPORTING ORGANIZATION. ITS TRUSTEES MUST BE APPROVED BY THE MEMBERS OF ITS SUPPORTED ORGANIZATION, ACADEMY FOUNDATION (95-2243698). FORM 990, PART VI, SECTION A, LINE 7B DETAIL DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL: ACADEMY MUSEUM FOUNDATION IS A TYPE I SUPPORTING ORGANIZATION. ITS BUDGETARY AND OTHER SIGNIFICANT DECISIONS ARE SUBJECT TO APPROVAL BY ITS SUPPORTED ORGANIZATION, ACADEMY FOUNDATION (95-2243698). FORM 990, PART VI, SECTION B, LINE 11B DETAIL PROCESS USED TO REVIEW FORM 990: THE FORM 990 IS PREPARED BY MANAGEMENT AND REVIEWED BY ITS INDEPENDENT TAX ADVISORS, INCLUDING PRICEWATERHOUSECOOPERS LLP. THE FINANCE COMMITTEE REVIEWS THE FORM. THE BOARD RECEIVES A COPY OF THE FORM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DETAIL PROCESS USED TO MONITOR AND ENFORCE WRITTEN CONFLICT OF INTEREST POLICY: TRUSTEES ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST WHEN THEY OCCUR. TRUSTEES ANNUALLY COMPLETE AN INDEPENDENCE QUESTIONNAIRE. IN ADDITION, MANAGEMENT REVIEWS THE BOOKS AND RECORDS FOR ANY CONFLICTS OF INTEREST. THE FULL BOARD IS NOTIFIED WHEN THERE IS A CONFLICT. FORM 990, PART VI, SECTION B, LINES 15A & B DETAIL PROCESS FOR DETERMINING COMPENSATION: THE ORGANIZATION'S COMPENSATION PROCESS INCLUDED A REVIEW AND APPROVAL BY THE BOARD OF TRUSTEES OF THE ACADEMY MUSEUM FOUNDATION, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 19 DETAIL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS: THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9 DETAIL OTHER CHANGES IN NET ASSETS OR FUND BALANCES: BENEFIT PLAN ACTUARIAL EXPENSE - ($57,149) --------- TOTAL ($57,149) AMPAS 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 950473280 MEMBERSHIP CA 501(C)(6) 12-I NA false ACADEMY FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 952243698 CHARITABLE CA 501(C)(3) 7 AMPAS false ARCHIVAL FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 204366551 FILM LIBRARY CA 501(C)(3) 12-I ACAD FND false VINE STREET ARCHIVE FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 954860162 FILM STUDY CA 501(C)(3) 12-I ACAD FND false false true true false true false false false false false false false false true true false false true true AMPAS R 155174595 SEE PART VII AMPAS S 97071679 SEE PART VII SCHEDULE R, PART V, LINES 2(1) & 2(2) DETAIL FOR THE YEAR ENDED JUNE 30, 2020, AMPAS RECEIVED $155,174,595 TO INVEST ON BEHALF OF THE ACADEMY MUSEUM FOUNDATION. THE ACADEMY MUSEUM FOUNDATION RECEIVES A MONTHLY INCOME CREDIT BASED ON AMPAS'S ACTUAL INVESTMENT RATE OF RETURN, WHICH WAS 0.51% OR $1,528,344 FOR FY20. DURING THE YEAR, AMPAS ALSO TRANSFERRED $97,071,679 OF THE ACADEMY MUSEUM FOUNDATION'S INVESTED FUNDS BACK TO THE MUSEUM.