MARY PICKFORD PRIVATE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: MARY PICKFORD PRIVATE FOUNDATION (EIN 81-1171385)
Tax period: 2018-06-01 to 2019-05-31
Filed: 2020-04-06
IRS object ID: 202030979349100808
Schema version: 2018v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Expln Of Non Filing With AG Stmt
General Explanation Attachment
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-04-06T12:20:59-05:00	ReturnTs
Tax Period End	2019-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MICHAEL BERRY CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 5045	AddressLine1Txt
City	CULVER CITY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90230	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	811171385	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARY PICKFORD PRIVATE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MARY	BusinessNameControlTxt
Phone	9514616637	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	40836 CALLE BANDIDO	AddressLine1Txt
City	MURRIETA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92562	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	HENRY STOTSENBERG	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	9514616637	PhoneNum
Signature	2020-04-06	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL BERRY	PreparerPersonNm
PTIN	P00179412	PTIN
Phone	3107454027	PhoneNum
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$15,365,815	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$6,221	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$6,221	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$202,803	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$202,803	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$864,818	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$6,439,711	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$864,818	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$5,585	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$5,585	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,079,427	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,079,427	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$240,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$48,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$192,000	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$117,164	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$12,945	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$104,219	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$51,923	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$3,893	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$48,030	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$8,966	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$8,966	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$17,026	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$17,026	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$136,141	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$133,641	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$2,500	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$32,711	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$10,115	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$22,035	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$3,140	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$5,494	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$5,494	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$248,720	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,131	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$218,231	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$861,285	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$209,725	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$618,501	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$170,543	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$214,993	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,031,828	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$209,725	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$833,494	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$47,599	ExcessRevenueOverExpensesAmt
Net Investment Income	$869,702	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$689	CashBOYAmt
Cash EOY	$408,209	CashEOYAmt
Cash EOYFMV	$408,209	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$453,109	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$197,709	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$197,709	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$11,415,023	CorporateStockBOYAmt
Corporate Stock EOY	$7,683,062	CorporateStockEOYAmt
Corporate Stock EOYFMV	$7,683,062	CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis	$5,483,443	InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY	$3,018,128	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY	$5,483,443	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$5,483,443	LandBldgInvestmentsEOYFMVAmt
Mortgage Loans BOY	$45,762	MortgageLoansBOYAmt
Mortgage Loans EOY	$20,208	MortgageLoansEOYAmt
Mortgage Loans EOYFMV	$20,208	MortgageLoansEOYFMVAmt
Other Investments BOY	$50,000	OtherInvestmentsBOYAmt
Other Investments EOY	$50,000	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$50,000	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$27,937	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$27,937	LandBldgEquipAccumDeprecAmt
Land BOY	$3,140	LandBOYAmt
Land EOY	$0	LandEOYAmt
Land EOYFMV	$0	LandEOYFMVAmt
Other Assets BOY	$1,285,804	OtherAssetsBOYAmt
Other Assets EOY	$1,523,184	OtherAssetsEOYAmt
Other Assets EOYFMV	$1,523,184	OtherAssetsEOYFMVAmt
Total Assets BOY	$16,271,655	TotalAssetsBOYAmt
Total Assets EOY	$15,365,815	TotalAssetsEOYAmt
Total Assets EOYFMV	$15,365,815	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$1,291	AccountsPayableBOYAmt
Accounts Payable EOY	$11,327	AccountsPayableEOYAmt
Grants Payable BOY	$138,755	GrantsPayableBOYAmt
Grants Payable EOY	$94,305	GrantsPayableEOYAmt
Other Liabilities BOY	$57,862	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$52,223	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$197,908	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$157,855	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$16,073,747	UnrestrictedBOYAmt
Unrestricted EOY	$15,207,960	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$16,073,747	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$15,207,960	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$16,271,655	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$15,365,815	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$16,073,747	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$47,599	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$16,121,346	SubtotalAmt
Other Decreases	$913,386	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$15,207,960	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JP MORGAN #639	$3,737,439	$3,314,579	$422,860	$422,860
JP MORGAN #640	$2,702,179	$2,260,314	$441,865	$441,865
CASH IN LIEU	$93		$93	$93

Field	Value	IRS element (for citing)
Capital Gain Net Income	$864,818	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,040,117	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$15,900,535	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.065414	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$830,598	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$13,836,788	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.060028	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$481,607	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$13,918,519	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.034602	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$2,962,094	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$13,860,757	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.213704	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$859,184	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$15,494,648	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.055450	DistributionYr5Rt
Total Distribution	0.429198	TotalDistributionRt
Average Distribution	0.085840	AverageDistributionRt
Net Vl Noncharitable Assets	$15,576,707	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,337,105	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$8,697	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,345,802	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,046,247	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$17,394	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$17,394	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$17,394	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$19,089	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$5,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$24,089	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$6,695	OverpaymentAmt
Applied To ES Tax	$6,695	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	0	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	Yes (1)	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	HTTP://MARYPICKFORD.ORG	WebsiteAddressTxt
Individual With Books	HENRY STOTSENBERG	IndividualWithBooksNm
Phone	9514616637	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	40836 CALLE BANDIDO	AddressLine1Txt
City	MURRIETA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92562	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
HENRY STOTSENBERG
40836 CALLE BANDIDO	MURRIETA	CA	92562	DIRECTOR, PRESIDENT	30.00	$120,000	$0	$0
KEITH LAWRENCE
40836 CALLE BANDIDO	MURRIETA	CA	92562	DIRECTOR, SECRETARY & TREA	30.00	$120,000	$25,317	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JP MORGAN CHASE	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2029 CENTURY PARK EAST 3700	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90067	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT MANAGEMENT	ServiceTypeTxt
Compensation	$133,641	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	CONTINUING WITH THE RESTORATION OF SEVERAL MARY PICKFORD FILMS AND THE SCREENING OF SEVERAL MARY PICKFORD RESTORED FILMS FOR VARIOUS ORGANIZATIONS AS WELL AS SCORING PICKFORD BIOGRAPHS BY WORKING WITH YOUNG AND STUDENT MUSICIANS (INCLUDING 22,753 OF COSTS CAPITALIZED AS WELL AS 190,000 PAID TO MARY PICKFORD COMPANY AS PRODUCTION ADVANCES FOR WORK ON SUCH RESTORED FILMS AND BIOGRAPHS).	Description1Txt
Expenses1	$212,753	Expenses1Amt
Description2	MAINTAINING A WEBSITE CLEARING HOUSE FOR ARCHIVAL INSTITUTIONS AND LIBRARIES RESEARCH REGARDING MARY PICKFORD AND SILENT FILM.	Description2Txt
Expenses2	$152,224	Expenses2Amt
Description3	ESTABLISHING RELATIONSHIPS AND WORKING WITH ARCHIVES AROUND THE WORLD INCLUDING THE EXAMINATION OF MARY PICKFORD PRIVATE FOUNDATION'S FILM HOLDINGS WORLDWIDE AND CREATION OF A SEARCHABLE SPREADSHEET.	Description3Txt
Expenses3	$155,424	Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$9,620,353	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$673,355	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$5,520,208	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$15,813,916	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$15,813,916	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$237,209	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$15,576,707	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$778,835	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$778,835	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$17,394	TaxBasedOnInvestmentIncomeAmt
Total Tax	$17,394	TotalTaxAmt
Distributable Before Adj	$761,441	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$761,441	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$761,441	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$833,494	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$212,753	CharitableAssetsAcquisPaidAmt
Qualifying Distributions	$1,046,247	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,046,247	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$761,441	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr4	$926,263	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$250,887	ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov	$1,177,150	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,046,247	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$761,441	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$284,806	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,461,956	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,461,956	ExcessDistriCyovToNextYrAmt
Excess From Year4	$926,263	ExcessFromYear4Amt
Excess From Year3	$250,887	ExcessFromYear3Amt
Excess From Current Year	$284,806	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ART CENTER COLLEGE OF DESIGN
1700 LIDA STREET	PASADENA	CA	91103	NONE	PC	GENERAL SUPPORT	$20,000
MOTION PICTURE AND TELEVISION FUND
23338 MULHOLLAND DRIVE	WOODLAND HILLS	CA	91364	NONE	PC	GENERAL SUPPORT	$60,000
USC SCHOOL OF CINEMA AND TELEVISION
930 WEST 34TH STREET	LOS ANGELES	CA	90089	NONE	PC	GENERAL SUPPORT	$50,000
ART DIVISION
PO BOX 57630	LOS ANGELES	CA	90057	NONE	PC	GENERAL SUPPORT	$40,000
SELF HELP GRAPHICS AND ART
1300 E FIRST STREET	LOS ANGELES	CA	90033	NONE	PC	GENERAL SUPPORT	$40,000
UNIVERSITY OF WISCONSIN
821 UNIVERSITY AVE	MADISON	WI	53706	NONE	PC	GENERAL SUPPORT	$4,993

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$214,993	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$6,221	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$202,803	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	15	ExclusionCd
Exclusion	$5,585	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$864,818	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,079,427	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,079,427	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$17,026	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$17,026	DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Explanation	NO ACTIVITIES WERE CONDUCTED BY THE ORGANIZATION IN DELAWARE DURING THE YEAR. THEREFORE, A COPY OF THE 990-PF IS NOT REQUIRED TO BE FILED IN DELAWARE. A COPY OF SUCH FORM WAS PROVIDED TO THE STATE OF CALIFORNIA ATTORNEY GENERAL'S OFFICE.	ExplanationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (4 entries)

IdentifierIdentifierTxt	Form And Line ReferenceFormAndLineReferenceDesc	Medium ExplanationMediumExplanationTxt
SUMMARY OF EXPENDITURES CHARITABLE PURPOSES	PART 1, LINES 24 AND 25 (D)	TOTAL OF CHARITABLE EXPENDITURES SHOWN IN PART IX-A ( SUMMARY OF DIRECT CHARITABLE EXPENDITURES ) 520,401 LESS: AMOUNT CAPITALIZED INCLUDING PRODUCTION ADVANCES (212,753) LESS: DEPRECIATION- INLCUDED IN PART IX-A BUT NOT PART I, LINE 24(D) (3,140) _______ CHARITABLE EXPENDITURES INCLUDED IN PART IX-A INCLUDED IN PART I, LINE 24 (D) 304,508 CONTIBUTIONS, GIFTS, AND GRANTS 214,993 ________TOTAL CHARITABLE EXPENDITURES 519,501 LESS: EXPENDITURES IN PART IX-A INCLUDED IN PART I, LINE 24 -304,508 ________ REPORTED ON PART I, LINE 25(D) 214,993 =======PART I, LINE 24(D) SUMMARYCHARITABLE EXPENDITURES INLCUDED IN PART IX-A (ABOVE) 304,508 ADMINISTATIVE AND OTHER 313,593 _________REPORTED ON PART I, LINE 24(D) 618,501 ========
SECTION 4940 REDUCED TAX	PART V	PART V OF FORM 990-PF REFLECTS THE LAST FIVE TAX YEAR'SACTIVITY OF PREDECESSOR ORGANIZATION, MARY PICKFORDFOUNDATION. ONE OF THOSE YEARS, THE FINAL YEAR OF SEPTEMBER30, 2016, WAS A SHORT YEAR.
EXPENDITURE RESPONSIBILITY STATEMENT	PART VII-B, LINE 5(C )	THE ORGANIZATION IS TAKING EXPENDITURE RESPONSIBILITY ON50,000 STOCK INVESTMENT MADE ON DECEMBER 14, 2017 INTO MARYPICKFORD COMPANY, A WHOLLY OWNED CONTROLLED FUNCTIONALLYRELATED BUSINESS THAT PROVIDES PRODUCTION OF ARTISTIC WORKSSERVICES TO THE ORGANIZATION. SUCH FUNDS WILL BE USED WHENNEEDED FOR WORKING CAPITAL.THE ORGANIZATION RECEIVED AN ANNUAL ACCOUNTING FOR THE YEARENDING DECEMBER 31, 2018 FROM THE RECIPIENT AND IS NOT AWARE OF ANY DIVERSIONS. THE PROGRAMS AND ACCOUNTING ARE PERFORMED BY INDIVIDUALS WHO ARE ALSO EMPLOYEES OF THE ORGANIZATION.
SCHEDULE OF CONTROLLED ENTITIES AND RELATED TRANSFERS	PART VII-A, LINE 11	THE ORGANIZATION OWNS 100% OF MARY PICKFORD COMPANY (ID# 37-1874735), IN WHICH ITS ADDRESS IS 40836 CALLE BANDIDO, MURRIETA, CALIFORNIA 92652. SUCH COMPANY IS A FUNCTIONALLY RELATED BUSINESS OF THE ORGANIZATION AND THEREFORE IS NOT AN EXCESS BUSINESS HOLDING. DURING THE YEAR, THE ORGANIZATION TRANSFERRED 190,000 OF PRODUCTION ADVANCES TO MARY PICKFORD COMPANY.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	JP MORGAN	StockNm
EOY Book Value	$7,683,062	EOYBookValueAmt
EOYFMV	$7,683,062	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	MARY PICKFORD COMPANY	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$50,000	BookValueAmt
EOYFMV	$50,000	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL	CategoryTxt
Legal Fees	$8,966	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$8,966	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (6 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
FILM LIBRARY	$4,484	$4,484	$4,484
MEMORABILIA ITEMS	$59,609	$59,609	$59,609
PREPAIDS AND OTHERS	$22,385	$47,011	$47,011
BOOK	$135,977	$135,977	$135,977
RESTORED FILMS AND BIOGRAPH DOCUMENTARY	$1,023,349	$1,046,103	$1,046,103
PRODUCTION ADVANCES	$40,000	$230,000	$230,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	CHANGE IN UNREALIZED GAINS AND LOSSES	Desc
Amt	$913,386	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING	$180	$0	$180
INFORMATION TECHNOLOGY	$21,559	$0	$21,559
INSURANCE	$8,930	$319	$8,611
AUTO AND TRAVEL	$9,249	$0	$9,249
OFFICE	$9,604	$0	$9,604
TEMPORARY HELP	$1,135	$0	$1,135
TELEPHONE	$20,718	$0	$20,718
MEALS	$1,717	$687	$1,030
DIRECT CHARITABLE ACTIVITIES INCLUDED IN PART IX OTHER THAN OFFICER SALARIES	$168,893	$0	$168,893
SOCIAL MEDIA	$4,189	$0	$4,189
PARKING	$1,921	$0	$1,921
ACCRUAL TO CASH ADJUSTMENT	$0	$0	-$29,358
PROMOTION	$500	$0	$500
INVESTMENT EXPENSES-OTHER	$125	$125	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
MELGOZA NOTE	$2,969	$2,969	$2,969
OTHER	$2,000	$2,000	$2,000
ROYALTIES	$616	$616	$616

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
ACCRUED VACATION	$24,862	$37,223
DEFERRED TAXES	$33,000	$15,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SOCIAL MEDIA CONSULTING	$2,500	$0	$2,500
INVESTMENT MANAGEMENT	$133,641	$133,641	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX	$561	$0	$0
FORIEGN	$5,095	$5,095	$0
PAYROLL	$26,855	$5,020	$21,835
REGISTRATION FEES AND OTHERS	$200	$0	$200