2025-05-13T14:34:51-04:00 2024-06-30 PwC US Tax LLP 655 NEW YORK AVE NW STE 1100 WASHINGTON DC 20001 990 2023-07-01 204366551 ARCHIVAL FOUNDATION % ANDREW HORN ARCH 3102473000 8949 WILSHIRE BOULEVARD BEVERLY HILLS CA 902111972 ANDREW HORN CFO 3102473000 2025-04-02 true true MICHAEL HOFFMAN P01345551 2133566000 2025-04-02 2023 2025-03-06 01:10:19Z BILL KRAMER 8949 WILSHIRE BOULEVARD BEVERLY HILLS CA 902111972 18129859 false X WWW.OSCARS.ORG X 2006 CA TO SERVE AS A SUPPORTING ORGANIZATION OF THE ACADEMY FOUNDATION. IT MANAGES THE DOUGLAS FAIRBANKS CTR. FOR MOT- ION PICTURE STUDY, MARGARET HERRICK LIBRARY, & ACADEMY FILM ARCHIVE. 9 9 0 31 0 0 18470576 17703957 186066 268672 -25171 4536 0 84 18631471 17977249 320216 1009314 0 0 12670780 12078041 0 0 0 5858840 5670731 18849836 18758086 -218365 -780837 61548290 64293793 5837124 2943470 55711166 61350323 X SEE SCHEDULE O false false 8878343 0 46483 OPERATION AND MANAGEMENT OF THE MARGARET HERRICK LIBRARY. FOR MORE INFORMATION, SEE SCHEDULE O. 6071526 0 222189 OPERATION AND MANAGEMENT OF THE ACADEMY FILM ARCHIVE. FOR MORE INFORMATION, SEE SCHEDULE O. 1226864 0 0 MANAGE DIGITIZATION OF THE ACADEMY'S COLLECTIONS AND THE CREATION, MANAGEMENT, AND ENHANCEMENT OF THE DMS SYSTEM. 1012123 0 0 OPERATION OF FAIRBANKS CENTER 8530 8530 0 GRANTS TO ACADEMY MUSEUM FOUNDATION 1000784 784 0 GRANTS TO VINE STREET ARCHIVE FDN 2021437 9314 0 18198170 true true false false false false false true false true true true false true true true false true false false false false false false false false false true false true false false false false false false false false true true false false false true false true false true 4 0 0 false false false false false false false false false false false false false X 9 9 false false true 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 BILL KRAMER CHIEF EXECUTIVE OFFICER 5.0 40.0 X 0 1088599 55184 BRENDAN CONNELL JR CHIEF OPERATING OFFICER 5.0 40.0 X 0 556363 58116 ANDREW HORN CHIEF FINANCIAL OFFICER 5.0 40.0 X 0 450701 110667 L SCOTT MILLER GEN. COUNSEL & CHIEF ADMIN OFF 5.0 40.0 X 0 364270 86935 DAWN HUDSON FMR CHIEF EXECUTIVE OFFICER 0.0 0.0 X 0 427872 22573 BEVERLY KITE CHIEF INFORMATION OFFICER 5.0 40.0 X 0 364938 75671 JENNIFER DAVIDSON CHIEF COMMUNICATIONS OFFICER 5.0 40.0 X 0 354168 67074 RANDY HABERKAMP SVP, PRESERV & FOUNDATIN PROGR 30.0 15.0 X 0 266930 67933 JENNY GALANTE CHIEF REVENUE OFFICER 5.0 50.0 X 0 265155 65359 MATT SEVERSON DIRECTOR OF LIBRARY 45.0 0.0 X 0 191439 63209 CHRISTINE SIMMONS FMR CHIEF OPERATING OFFICER 0.0 0.0 X 0 160547 7430 ISIS MUSSENDEN PRESIDENT (UNTIL 8/23) 1.0 9.0 X X 0 0 0 HOWARD BERGER VP (UNTIL 8/23), PRES. (9/23) 1.0 4.0 X X 0 0 0 BROOKE BRETON SECRETARY 1.0 3.0 X X 0 0 0 TOM DUFFIELD TREASURER (AS OF 8/23) 1.0 4.0 X X 0 0 0 DONNA GIGLIOTTI VICE PRESIDENT (AS OF 8/23) 1.0 3.0 X X 0 0 0 LARRY KARASZEWSKI VICE PRESIDENT (UNTIL 8/23) 1.0 4.0 X X 0 0 0 DAVID LINDE TREASURER (UNTIL 8/23) 1.0 4.0 X X 0 0 0 KIM TAYLOR-COLEMAN TRUSTEE(UNTIL 8/23), VP(8/23) 1.0 3.0 X X 0 0 0 WENDY AYLSWORTH TRUSTEE (AS OF 8/23) 1.0 3.0 X 0 0 0 LAURA KIM TRUSTEE (UNTIL 8/23) 1.0 3.0 X 0 0 0 STEVEN RIVKIN TRUSTEE (AS OF 8/23) 1.0 3.0 X 0 0 0 WYNN THOMAS TRUSTEE (UNTIL 8/23) 1.0 4.0 X 0 0 0 MARLON WEST TRUSTEE (AS OF 8/23) 1.0 3.0 X 0 0 0 JANET YANG TRUSTEE 1.0 23.0 X 0 0 0 MICHAEL POGORZELSKI DIRECTOR OF FILM ARCHIVE 45.0 0.0 X 0 0 0 0 4490982 680151 0 true true false ROUNDABOUT ENTERTAINMENT INC 217 S LAKE ST BURBANK CA 91502 DIGITAL RESTORATION 291018 RMI INTERNATIONAL 8125 SOMERSET BLVD PARAMOUNT CA 90723 SECURITY SERVICES 256203 FOTOKEM 2801 W ALAMEDA AVE BURBANK CA 91505 DIGITAL RESTORATION 207323 BLACKHAWK FILMS 2710 W BURBANK BLVD BURBANK CA 91505 DIGITAL RESTORATION 190585 LORD CULTURAL RESOURCES PLANNING 125 PARK VE STE 2553 NEW YORK NY 10017 CONSULTNG SERVICES 131085 8 17685075 18882 0 17703957 LIBRARY SERVICES 611710 46483 46483 FILM ARCHIVE SERVICES 611710 222189 222189 268672 4100 4100 0 0 0 0 0 153046 152610 436 436 436 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 84 84 84 17977249 268672 4620 1009314 1009314 0 0 0 1331370 967061 364309 0 8051208 7914760 136448 1743512 1743512 308974 289667 19307 642977 633426 9551 0 0 29257 29257 0 0 338 338 166666 166666 231809 231809 199828 199828 968861 968861 0 616170 616170 27182 27182 0 0 0 0 1518712 1518712 243783 243783 PRESERVATION AND RESTORATION 1063673 1063673 ACQUISITION OF MATERIAL 369484 369484 LIBRARY MATERIAL 112606 112606 EDITING SUPPLIES 61928 61928 60434 59728 706 18758086 18198170 559916 0 0 0 80353 161258 0 0 552 552 0 0 0 0 0 0 0 0 0 0 11487464 10409322 1123805 1078142 163100 4908 0 0 0 0 0 0 60180480 63048933 61548290 64293793 5579920 2735535 0 0 0 0 0 0 0 0 0 0 0 0 0 0 257204 207935 5837124 2943470 X 42137766 47202123 13573400 14148200 55711166 61350323 61548290 64293793 X -780837 5289921 1130073 X false true X true false X X X 1 ACADEMY FOUNDATION 952243698 7 true 18758086 0 1 18758086 0 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 56397005 5289921 2372200 59314726 54284217 2938288 825500 56397005 66453975 -10674257 1495501 54284217 56694379 11309596 1550000 66453975 58268922 91965 1666508 56694379 0.76000 0.22000 0.02000 false true true 0 0 6900942 6815474 85468 4586522 3593848 992674 1078142 POOLED INV. WITH RELATED PARTY 62840998 RIGHT OF USE ASSETS 207935 63048933 0 LEASE LIABILITIES 207935 207935 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 ARE INCLUDED IN THE ACADEMY MUSEUM EXHIBITIONS. THESE COLLECTIONS ARE DONATED TO, PRESERVED AND MAINTAINED BY THE FOUNDATION, AND ARE CARRIED AT NO VALUE ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. IF AN ITEM IS DEACCESSIONED FROM THE COLLECTION AND SOLD, THE PROCEEDS ARE TO BE USED TO FUND NEW COLLECTION PURCHASES. SCHEDULE D, PART III, LINE 4 DETAIL DESCRIPTION OF THE ORGANIZATION'S COLLECTIONS: THE ARCHIVAL FOUNDATION'S COLLECTIONS CONSIST OF A WIDE RANGE OF MATERIALS DOCUMENTING FILM AS BOTH AN ART FORM AND AN INDUSTRY. THE COLLECTIONS CONSIST OF OVER 13 MILLION PHOTOGRAPHS, 370,000 CLIPPING FILES, 90,000 SCREENPLAYS, 66,000 MOVIE POSTERS, 40,000 BOOKS, AND 240,000 FILM ELEMENTS COVERING 109,000 TITLES. THE COLLECTIONS ARE SPLIT INTO LIBRARY AND FILM ARCHIVE HOLDINGS. SCHEDULE D, PART V, LINE 4 DETAIL INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO FUND THE OPERATIONS OF THE FAIRBANKS CENTER FOR MOTION PICTURE STUDY AND THE MARGARET HERRICK LIBRARY. SCHEDULE D, PART X, LINE 2 DETAIL FIN 48 (ASC 740) FOOTNOTE: ARCHIVAL FOUNDATION HAS NO OPEN TAX POSITIONS THAT RESULT IN MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES. true ACADEMY MUSEUM FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 202605026 501(C)(3) 8530 TO SUPPORT THE ORG. VINE STREET ARCHIVE FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 954860162 501(C)(3) 1000784 TO SUPPORT THE ORG. 1 SCHEDULE I, PART I, LINE 2 DETAIL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN U.S.: ARCHIVAL FOUNDATION MADE GRANTS TO OTHER SUPPORTING ORGANIZATIONS OF ARCHIVAL'S SUPPORTED ORGANIZATION ACADEMY FOUNDATION. BUDGETS AND RESULTS OF GRANTEES ARE CLOSELY MONITORED BY THE SUPPORTED ORGANIZATION. true false false false false false false false false DAWN HUDSON FMR CHIEF EXECUTIVE OFFICER 0 0 0 0 0 427872 0 10675 0 11898 0 450445 0 427872 BILL KRAMER CHIEF EXECUTIVE OFFICER 0 1012593 0 38003 0 0 0 32320 0 22864 0 1105780 0 0 CHRISTINE SIMMONS FMR CHIEF OPERATING OFFICER 0 0 0 0 0 160547 0 7430 0 0 0 167977 0 160547 BRENDAN CONNELL JR CHIEF OPERATING OFFICER 0 556363 0 0 0 0 0 33565 0 24551 0 614479 0 0 JENNIFER DAVIDSON CHIEF COMMUNICATIONS OFFICER 0 354168 0 0 0 0 0 32084 0 34990 0 421242 0 0 JENNY GALANTE CHIEF REVENUE OFFICER 0 265155 0 0 0 0 0 30369 0 34990 0 330514 0 0 BEVERLY KITE CHIEF INFORMATION OFFICER 0 364938 0 0 0 0 0 40681 0 34990 0 440609 0 0 ANDREW HORN CHIEF FINANCIAL OFFICER 0 400831 0 24935 0 0 0 75677 0 34990 0 536433 0 0 L SCOTT MILLER CHIEF LEGAL OFFICER 0 364270 0 0 0 0 0 75650 0 11285 0 451205 0 0 MATT SEVERSON DIRECTOR OF LIBRARY 0 191439 0 0 0 0 0 38667 0 24542 0 254648 0 0 MICHAEL POGORZELSKI DIRECTOR OF FILM ARCHIVE 0 187250 0 0 0 0 0 40815 0 29309 0 257374 0 0 RANDY HABERKAMP EVP, LIBRARY ARCHIVE & SCITECH 0 266930 0 0 0 0 0 56648 0 11285 0 334863 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 2023: DAWN HUDSON $427,872 CHRISTINE SIMMONS $160,547 X 1057 FMV 0 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 ARCHIVAL FOUNDATION ARE NOT VALUED AND THEREFORE NOT INCLUDED IN REVENUE. FORM 990, PART III, LINES 1 AND 4 DETAIL ARCHIVAL FOUNDATION WAS CREATED TO SERVE AS A SUPPORTING ORGANIZATION OF THE ACADEMY FOUNDATION. BEGINNING JULY 1, 2006, THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO OPERATE AND MANAGE THE DOUGLAS FAIRBANKS CENTER FOR MOTION PICTURE STUDY (FAIRBANKS CENTER), THE MARGARET HERRICK LIBRARY, AND THE ACADEMY FILM ARCHIVE. THE LIBRARY AND FILM ARCHIVE SERVE AS CENTRAL SOURCES OF INFORMATION ON ALL FACETS OF MOTION PICTURES. THE FAIRBANKS CENTER HOUSES THE MARGARET HERRICK LIBRARY. FOUNDED IN 1931, THE LIBRARY'S WORLD-RENOWNED NON-CIRCULATING REFERENCE AND RESEARCH COLLECTION IS DEVOTED TO HISTORY AND DEVELOPMENT OF THE MOTION PICTURE AS AN ART FORM AND INDUSTRY. IT IS ONE OF THE MOST COMPLETE COLLECTIONS OF FILM-RELATED MATERIALS EVER ASSEMBLED. IT INCLUDES BOOKS, PAMPHLETS, PERIODICALS, STILL PHOTOGRAPHS, SCRIPTS, CLIPPINGS FILES, PERSONAL AND BUSINESS CORRESPONDENCE, PRODUCTION MEMORANDA, SKETCHES, SHEET MUSIC, MUSIC SCORES, AND SCRAPBOOKS. THE LIBRARY IS OPEN TO THE PUBLIC AND IS HEAVILY USED BY SCHOLARS, EDUCATORS, STUDENTS, MEMBERS OF THE ENTERTAINMENT INDUSTRY AND REPRESENTATIVES OF THE PRESS, AS WELL AS BY ACADEMY OF MOTION PICTURE ARTS AND SCIENCES' MEMBERS. THE ACADEMY FILM ARCHIVE FOCUSES ON THE COLLECTION, PRESERVATION, DOCUMENTATION AND EXHIBITION OF FILMS, AND ON RESEARCH ACCESS TO THEM. MOST OF THE ARCHIVE'S ACQUISITIONS ARE MOTION PICTURE FEATURES AND SHORTS DISTRIBUTED IN THE U.S. THE TOTAL COLLECTION CURRENTLY COMPRISES OVER 240,000 ITEMS COVERING SOME 109,000 INDIVIDUAL TITLES. FORM 990, PART VI, SECTION A, LINE 4 DETAIL THE NUMBER OF TRUSTEES WAS CHANGED FROM 9 TO BETWEEN 9 AND 12. FORM 990, PART VI, SECTION A, LINE 7A DETAIL PERSONS WHO MAY ELECT MEMBERS OF THE GOVERNING BODY: ARCHIVAL FOUNDATION IS A TYPE I SUPPORTING ORGANIZATION. ITS GOVERNORS ARE ELECTED 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: ARCHIVAL 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 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. 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: A RELATED ORGANIZATION PAYS THE TOP MANAGEMENT OFFICIAL. ALTHOUGH ARCHIVAL FOUNDATION COMPENSATES KEY EMPLOYEES, THE COMPENSATION PROCESS IS MANAGED BY A RELATED ORGANIZATION. 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 XI, LINE 9 DETAIL OTHER CHANGES IN NET ASSETS OR FUND BALANCES: BENEFIT PLAN ACTUARIAL ADJUSTMENT- $ 1,130,073 AMPAS 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 950473280 MEMBERSHIP CA 501(C)(6) N/A NA false ACADEMY FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 952243698 CHARITABLE CA 501(C)(3) 7 AMPAS false ACADEMY MUSEUM FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 202605026 MUSEUM 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 false false false false false false false false false true true false false true true ACADEMY OF MOTION PICTURE ARTS AND SCIENCES S 2372200 CASH SCHEDULE R, PART V, LINES 2(1) & 2(2) DETAIL FOR THE YEAR ENDED JUNE 30, 2024, THE ARCHIVAL FOUNDATION RECEIVES A MONTHLY INCOME CREDIT BASED ON AMPAS'S ACTUAL INVESTMENT RATE OF RETURN, WHICH WAS 9.0% OR $5,289,921 FOR FY24. DURING THE YEAR, AMPAS ALSO TRANSFERRED $2,372,200 OF THE ARCHIVAL FOUNDATION'S INVESTED FUNDS BACK TO ARCHIVAL. OF WHICH, ARCHIVAL TRANSFERRED $1,000,000 TO THE VINE STREET ARCHIVE FOUNDATION.