2024-05-14T11:45:19-05:00 2023-06-30 PwC US Tax LLP 601 SOUTH FIGUEROA STREET LOS ANGELES CA 90017 990 2022-07-01 952243698 ACADEMY FOUNDATION % ANDREW HORN ACAD 3102473000 8949 WILSHIRE BOULEVARD BEVERLY HILLS CA 902111972 ANDREW HORN CFO 3102473000 2024-05-10 true ANDREW HORN 999009999 RICK ROSAS P00640984 2133566000 2024-05-09 2 2022 2023-04-26 12:10:37Z BILL KRAMER 8949 WILSHIRE BOULEVARD BEVERLY HILLS CA 902111972 79221156 false X WWW.OSCARS.ORG X 1944 CA TO ORGANIZE AND OVERSEE THE EDUCATIONAL AND CULTURAL ACTIVITIES OF THE MOTION PICTURE INDUSTRY, INCLUDING PRESENTATION OF ITS HISTORY AND PROMOTION OF ITS FUTURE. 9 9 251 165 0 0 108234726 78584765 0 0 34570 -4853 72562 72154 108341858 78652066 106425080 87524471 0 0 3166060 3553912 0 0 0 1485816 1475941 111076956 92554324 -2735098 -13902258 92997387 79053909 1005921 814410 91991466 78239499 X THE ACADEMY FOUNDATION WAS ESTABLISHED WITH THE PURPOSE OF ORGANIZING AND OVERSEEING THE EDUCATIONAL AND CULTURAL ACTIVITIES OF THE MOTION PICTURE INDUSTRY, INCLUDING THE PRESENTATION OF ITS HISTORY AND THE PROMOTION OF ITS FUTURE INCLUDING THE MARGARET HERRICK LIBRARY, THE PRINT AND FILM ARCHIVES AND THE ACADEMY MUSEUM OF MOTION PICTURES. false true 54489788 54489788 0 GRANT TO RELATED ORGANIZATION IN SUPPORT OF OPERATION OF A MUSEUM DEDICATED TO THE ARTS AND SCIENCES MOTION PICTURES. 23124987 23124987 0 GRANT TO RELATED ORGANIZATION IN SUPPORT OF THE MANAGEMENT OF THE DOUGLAS FAIRBANKS CENTER FOR MOTION PICTURE HISTORY, MARGARET HERRICK LIBRARY, AND ACADEMY FILM ARCHIVE. 9729681 9729681 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. 1687130 142015 0 ACADEMY GOLD PROGRAM 722627 0 0 VISUAL HISTORIES 851438 38000 0 STUDENT ACADEMY AWARDS 671898 0 0 EDUCATION PROGRAMS 3933093 180015 0 91277549 true true false false false false false false false false true false false false false true false true false false true true true false false false false true true true false false false false false false false false true true false false false true true true true false true 70 0 251 true false false false false false true true false false false false false false X 9 9 false false false false true 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 DAWN HUDSON CEO (UNTIL 06/2022) 0.0 0.0 X 0 741541 525147 BILL KRAMER CEO (AS OF 07/2022) 5.0 40.0 X 0 813869 51699 CHRISTINE SIMMONS COO (UNTIL 07/2022) 0.0 0.0 X 0 535415 174692 BRENDAN CONNELL JR COO (AS OF 07/2022) 40.0 5.0 X 0 469977 52322 JENNIFER DAVIDSON CHIEF COMMUNICATIONS OFFICER 5.0 40.0 X 0 321548 72766 BEVERLY KITE CHIEF INFORMATION OFFICER 5.0 45.0 X 0 343365 50509 ANDREW HORN CHIEF FINANCIAL OFFICER 5.0 45.0 X 0 404509 -32482 L SCOTT MILLER CHIEF LEGAL OFFICER 5.0 40.0 X 0 344598 -95887 GEORGE JOBLOVE VP, TECHNOLOGY AND STANDARDS 0.0 45.0 X 192186 0 41442 ANDREW MALTZ SVP - SCIENCE & TECH. COUNCIL 0.0 45.0 X 295548 0 -83182 MATT SEVERSON DIRECTOR OF LIBRARY 0.0 45.0 X 186452 0 4050 ALEX FORSYTHE DIRECTOR - IMAGING TECHNOLOGY 0.0 45.0 X 186088 0 2773 RANDY HABERKAMP EVP, LIBRARY ARCHIVE & SCITECH 0.0 45.0 X 259972 0 -219335 LAURA DERN PRESIDENT (UNTIL 08/2022) 1.0 2.0 X X 0 0 0 ISIS MUSSENDEN PRESIDENT (AS OF 08/2022) 1.0 5.0 X X 0 0 0 HOWARD BERGER VICE PRESIDENT 1.0 3.0 X X 0 0 0 LARRY KARASZEWSKI TRUSTEE, VP (AS OF 08/2022) 1.0 5.0 X X 0 0 0 NANCY UTLEY VICE PRESIDENT (UNTIL 08/2022) 1.0 2.0 X X 0 0 0 DAVID LINDE TREASURER 1.0 4.0 X X 0 0 0 JAN PASCALE SECRETARY (UNTIL 08/2022) 1.0 2.0 X X 0 0 0 KIM TAYLOR - COLEMAN TRUSTEE (AS OF 08/2022) 1.0 3.0 X 0 0 0 WYNN THOMAS TRUSTEE 1.0 4.0 X 0 0 0 JANET YANG TRUSTEE (AS OF 08/2022) 1.0 23.0 X 0 0 0 BROOKE BRETON SECRETARY (AS OF 08/2022) 1.0 3.0 X X 0 0 0 LAURA KIM TRUSTEE (AS OF 08/2022) 1.0 3.0 X 0 0 0 DAVID RUBIN TRUSTEE (UNTIL 8/2022) 1.0 22.0 X 0 0 0 1120246 3974822 544514 20 true true false 0 61275683 191403 17117679 5377597 78584765 0 258 258 0 0 72000 72000 0 72000 72000 563979 569090 -5111 -5111 -5111 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 154 154 154 78652066 67301 87344456 87344456 125000 125000 55015 55015 0 329576 0 329576 0 2309089 1772804 536285 0 281304 252752 28552 461646 386903 74743 172297 115232 57065 0 0 25000 25000 0 0 0 0 145480 145480 24971 24608 363 704889 481339 223550 0 0 350 350 0 10965 10965 0 0 754 754 0 GOLD RISING PROGRAM 237042 237042 VISUAL HISTORIES 181908 181908 CATERING 141839 141839 OTHER 2743 1102 1641 92554324 91277549 1276775 0 1312550 848374 0 0 91281133 77919050 11195 79 0 0 0 0 0 0 0 0 17535 160287 784665 658857 126562 125808 0 311 0 0 0 0 0 0 248412 0 92997387 79053909 1005921 814410 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1005921 814410 X 70950669 60302930 21040797 17936569 91991466 78239499 92997387 79053909 X -13902258 150291 X false true X true false X 95247773 70931822 80904579 108234726 78584765 433903665 0 0 95247773 70931822 80904579 108234726 78584765 433903665 270867169 163036496 185863 113189 132318 75835 72258 579463 0 7000 26254 0 562 154 33970 434517098 50775 0.37521 0.39464 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 124553 124553 625547 625547 34565 33310 1255 125808 0 0 X SCHEDULE D, PART X, LINE 2 DETAIL FIN 48 (ASC 740) FOOTNOTE: ACADEMY FOUNDATION HAS NO OPEN TAX POSITIONS THAT RESULT IN MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES. true Europe (Including Iceland and Greenland) 0 0 Grantmaking 36515 South Asia 0 0 Grantmaking 10750 East Asia and the Pacific 0 0 Grantmaking 5000 North America 0 0 Grantmaking 2750 0 0 0 0 55015 55015 GOLD FELLOWSHIP Europe (Including Iceland and Greenland) 1 24515 WIRE/ACH SAA WINNERS Europe (Including Iceland and Greenland) 4 11000 WIRE/ACH SAA WINNERS South Asia 1 5000 WIRE/ACH SAA WINNERS North America 1 5000 WIRE/ACH ACADEMY GOLD South Asia 6 5750 WIRE/ACH ACADEMY GOLD North America 3 2750 WIRE/ACH ACADEMY GOLD Europe (Including Iceland and Greenland) 1 1000 WIRE/ACH false false false false false false SCHEDULE F, PART I, LINE 2 DETAIL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S.: STUDENT ACADEMY AWARD WINNERS - THE GRANT IS MADE AT THE COMPLETION OF A FILM CONTEST. THERE ARE NO FURTHER REQUIREMENTS FOR THE GRANT. GOLD FELLOWSHIP - THE GRANT IS MADE BY A SELECTION COMMITTEE. THERE ARE NO FURTHER REQUIREMENTS FOR THE GRANT. ACADEMY GOLD - THE ACADEMY PAYS THE GRANT AT THE BEGINNING OF THE PROGRAM. THE GRANTEE'S PARTICIPATION IS MONITORED DURING THE PROGRAM'S TERM. true VINE STREET ARCHIVE FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 954860162 501(C)(3) 9729681 FMV SUP. OF RELATED ORG ARCHIVAL FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 204366551 501(C)(3) 18469943 4655044 FMV VARIOUS SUP. OF RELATED ORG ACADEMY MUSEUM FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 202605026 501(C)(3) 53767235 722553 FMV VARIOUS SUP. OF RELATED ORG 3 STUDENT ACADEMY AWARD WINNERS 6 17000 GOLD FELLOWSHIP 1 35000 ACADEMY GOLD 72 73000 SCHEDULE I, PART III DETAIL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S.: STUDENT ACADEMY AWARD WINNERS - THE GRANT IS MADE AT THE COMPLETION OF A FILM CONTEST. THERE ARE NO FURTHER REQUIREMENTS FOR THE GRANT. GOLD FELLOWSHIP - THE GRANT IS MADE BY A SELECTION COMMITTEE. THERE ARE NO FURTHER REQUIREMENTS FOR THE GRANT. ACADEMY GOLD - THE ACADEMY PAYS THE GRANT AT THE BEGINNING OF THE PROGRAM. THE GRANTEE'S PARTICIPATION IS MONITORED DURING THE PROGRAM'S TERM. true false false false false false false DAWN HUDSON CEO (UNTIL 06/2022) 0 469811 0 18226 0 253504 0 500900 0 24247 0 1266688 0 0 BILL KRAMER CEO (AS OF 07/2022) 0 784596 0 29273 0 0 0 27933 0 23766 0 865568 0 0 ANDREW HORN CHIEF FINANCIAL OFFICER 0 379574 0 24935 0 0 0 -67875 0 35393 0 372027 0 0 BRENDAN CONNELL JR COO (AS OF 07/2022) 0 469977 0 0 0 0 0 28070 0 24252 0 522299 0 0 CHRISTINE SIMMONS COO (UNTIL 07/2022) 0 285293 0 9302 0 240820 0 168872 0 5820 0 710107 0 0 BEVERLY KITE CHIEF INFORMATION OFFICER 0 343365 0 0 0 0 0 15116 0 35393 0 393874 0 0 L SCOTT MILLER CHIEF LEGAL OFFICER 0 344598 0 0 0 0 0 -107666 0 11779 0 248711 0 0 JENNIFER DAVIDSON CHIEF COMMUNICATIONS OFFICER 0 321548 0 0 0 0 0 37373 0 35393 0 394314 0 0 MATT SEVERSON DIRECTOR OF LIBRARY 186452 0 0 0 0 0 -20935 0 24985 0 190502 0 0 0 GEORGE JOBLOVE VP, TECHNOLOGY AND STANDARDS 192186 0 0 0 0 0 16457 0 24985 0 233628 0 0 0 ANDREW MALTZ SVP - SCIENCE & TECH. COUNCIL 295548 0 0 0 0 0 -118575 0 35393 0 212366 0 0 0 ALEX FORSYTHE DIRECTOR - IMAGING TECHNOLOGY 186088 0 0 0 0 0 -7017 0 9790 0 188861 0 0 0 SCHEDULE J, PART I, LINE 3 DETAIL METHODS USED TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: A RELATED ORGANIZATION COMPENSATES THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL. THE RELATED ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OF GOVERNORS. SCHEDULE J, PART I, LINE 4A DETAIL THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2022: DAWN HUDSON $253,504 CHRISTINE SIMMONS $240,820 SCHEDULE J, PART II, COLUMN C THE NEGATIVE AMOUNTS IN PART II COLUMN C FOR CERTAIN EMPLOYEES REFLECT THE DECREASE IN ACTUARIAL VALUE OF A DEFINED BENEFIT PLAN. X 1149 5377597 FMV 6 false true 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. FORM 990, PART III, LINE 3 THE ACADEMEY HAS CEASED ACTIVELY DISTRIBUTING GRANTS. THERE ARE SOME MULTI-YEAR FILM SCOLAR GRANTS STILL BEING DISTRIBUTED. FORM 990, PART VI, SECTION A, LINE 7A AND 7B DETAIL ORGANIZATION MEMBERS & MEMBER AUTHORITY THE MEMBERS OF A RELATED ORGANZATION ALSO SERVE AS MEMBERS OF THE ACADEMY FOUNDATION. ACADEMY FOUNDATION MEMBERS SELECT THE ORGANIZATION'S TRUSTEES AND A TWO-THIRDS MAJORITY OF MEMBERS MAY REPEAL, AMEND, OR ADOPT NEW BY-LAWS FOR THE ACADEMY FOUNDATION. 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 PWC US TAX 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. 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: A RELATED ORGANIZATION PAYS THE TOP MANAGEMENT OFFICIAL AND KEY EMPLOYEES. THE RELATED ORGANIZATION'S COMPENSATION PROCESS INCLUDED A REVIEW AND APPROVAL BY THE BOARD, 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 VIII, LINE 1 DETAIL STATEMENT OF REVENUE - CONTRIBUTIONS: A SUPPORTING ORGANIZATION OF THE ACADEMY FOUNDATION CONDUCTS FUNDRAISING EVENTS ON BEHALF OF THE ACADEMY FOUNDATION. CONTRIBUTIONS RESULTING FROM THE FUNDRAISING EVENTS ARE REPORTED DIRECTLY BY ACADEMY FOUNDATION. FORM 990, PART XI, LINE 9 DETAIL OTHER CHANGES IN NET ASSETS OR FUND BALANCES: BENEFIT PLAN ACTUARIAL ADJUSTMENT- $150,291 AMPAS 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 950473280 MEMBERSHIP CA 501(C)(6) N/A NA false ARCHIVAL FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 204366551 FILM LIBRARY CA 501(C)(3) 12-I ACAD FND true ACADEMY MUSEUM FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 202605026 MUSEUM CA 5O1(C)(3) 12-I ACAD FND true VINE STREET ARCHIVE FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 954860162 FILM STUDY CA 501(C)(3) 12-I ACAD FND true false true true false false false false false false false false false false true true false false true true AMPAS C, N, 61275683 CASH AMPAS S 248412 SEE PART VII ARCHIVAL FOUNDATION B 18469943 CASH ARCHIVAL FOUNDATION B 4655044 FMV ACADEMY MUSEUM FOUNDATION B 53767235 CASH ACADEMY MUSEUM FOUNDATION B 722553 FMV VINE STREET ARCHIVE FOUNDATION B 9729681 CASH SCHEDULE R, PART V, LINES 2(1) & 2(2) DETAIL DURING THE YEAR, AMPAS TRANSFERRED ($248,412) OF THE ACADEMY FOUNDATION'S INVESTED FUNDS BACK TO ACADEMY FOUNDATION.