BETA

GEORGE LUCAS EDUCATIONAL FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GEORGE LUCAS EDUCATIONAL FOUNDATION (EIN 68-0065687)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-18
IRS object ID
202412929349100621
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-18T16:26:34-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PwC US Tax LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 NEW YORK AVE NW SUITE 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680065687EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GEORGE LUCAS EDUCATIONAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% LILLY FUInCareOfNm
Business Name ControlGEORBusinessNameControlTxt
Phone4156621600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3494AddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94912ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN D ARNOLDPersonNm
Person TitleVICE CHAIR/CFOPersonTitleTxt
Phone4156621600PhoneNum
Signature2024-10-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS L PATTONPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
Preparation2024-10-07PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,717,099FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,755,404ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$174,165InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$174,165InterestOnSavNetInvstIncmAmt
Incm Modifications Adj Net Incm$21,110IncmModificationsAdjNetIncmAmt
Other Income Rev And Expnss$129OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$129OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$129OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$11,929,698TotalRevAndExpnssAmt
Total Net Invst Incm$174,294TotalNetInvstIncmAmt
Total Adj Net Incm$21,239TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$953,023CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$953,023CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,933,529OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,839,996OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$752,773PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$751,137PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$115,120LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$108,957LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$72,802AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$72,802AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,455,879OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$2,355,372OtherProfFeesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$39,477DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$168,067TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$166,891TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,072,220OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,047,192OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,562,890TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,295,370TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$982,437ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,003,547ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,545,327TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$9,298,917TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,384,371ExcessRevenueOverExpensesAmt
Net Investment Income$174,294NetInvestmentIncomeAmt
Adjusted Net Income$21,239AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,486,645CashBOYAmt
Cash EOY$6,020,382CashEOYAmt
Cash EOYFMV$6,020,382CashEOYFMVAmt
Sav And Temp Cash Invst BOY$504,007SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$528,264SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$528,264SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$20,897AcctRcvblAmt
Acct Rcvbl BOY$1,749AcctRcvblBOYAmt
Acct Rcvbl EOY$20,897AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$20,897AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$145,891PrepaidExpensesBOYAmt
Prepaid Expenses EOY$78,943PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$78,943PrepaidExpensesEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$503,875LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$435,262LandBldgEquipAccumDeprecAmt
Land BOY$60,228LandBOYAmt
Land EOY$68,613LandEOYAmt
Land EOYFMV$68,613LandEOYFMVAmt
Total Assets BOY$4,198,520TotalAssetsBOYAmt
Total Assets EOY$6,717,099TotalAssetsEOYAmt
Total Assets EOYFMV$6,717,099TotalAssetsEOYFMVAmt
Accounts Payable BOY$404,228AccountsPayableBOYAmt
Accounts Payable EOY$536,841AccountsPayableEOYAmt
Grants Payable BOY$0GrantsPayableBOYAmt
Grants Payable EOY$0GrantsPayableEOYAmt
Total Liabilities BOY$404,228TotalLiabilitiesBOYAmt
Total Liabilities EOY$536,841TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,613,956NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,180,258NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$180,336DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$0DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,794,292TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,180,258TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,198,520TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,717,099TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,794,292TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,384,371ExcessRevenueOverExpensesAmt
Other Increases$1,595OtherIncreasesAmt
Subtotal$6,180,258SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,180,258TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,423InvestmentIncomeExciseTaxAmt
Subtotal$2,423SubtotalAmt
Tax Based On Investment Income$2,423TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$5EsPenaltyAmt
Tax Due$2,428TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressGLEF.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LILLY FUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4156621614PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3494AddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94912ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GEORGE W LUCAS JR
PO BOX 3494SAN RAFAELCA94912CHAIRMAN1.0$0$0$0
STEPHEN D ARNOLD
PO BOX 3494SAN RAFAELCA94912VICE-CHAIR/CFO7.0$0$0$0
MARSHALL TURNER
PO BOX 3494SAN RAFAELCA94912DIRECTOR1.0$0$0$0
ANDREA WISHOM
PO BOX 3494SAN RAFAELCA94912DIRECTOR1.0$0$0$0
ROBERT BRADLEY
PO BOX 3494SAN RAFAELCA94912DIRECTOR1.0$0$0$0
KIM MEREDITH
PO BOX 3494SAN RAFAELCA94912DIRECTOR1.0$0$0$0
KATE NYEGAARD
PO BOX 3494SAN RAFAELCA94912DIRECTOR1.0$0$0$0
MELLODY HOBSON
PO BOX 3494SAN RAFAELCA94912DIRECTOR1.0$0$0$0
CYNTHIA JOHANSON IRISH
PO BOX 3494SAN RAFAELCA94912SECRETARY/EXEC. DIR.50.0$355,088$39,384$0
KRISTIN DE VIVO
PO BOX 3494SAN RAFAELCA94912LER EXECUTIVE DIR.50.0$597,935$17,560$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
STEPHEN MERRILL
PO BOX 3494SAN RAFAELCA94912GEN MNG&CHF CNTN OFF50.0$293,519$27,407$0
LILLY FU
PO BOX 3494SAN RAFAELCA94912SR.DRTR,FIN&ADMIN50.0$247,586$28,404$0
TOM BERGER
PO BOX 3494SAN RAFAELCA94912MANAGING EDITOR50.0$150,365$30,597$0
SARAH GONSER
PO BOX 3494SAN RAFAELCA94912MANAGING EDITOR50.0$149,865$9,876$0
KARISSA SPARKS
PO BOX 3494SAN RAFAELCA94912HEAD OF MKT&ANALYTIC50.0$149,432$7,718$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k24OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
TREW KNOWLEDGE
372 RICHMOND ST W STE 210TORONTOONTARIOCAM5V 1X6WEB DEVELOPMENT SERV$342,650
MAC N CHEESE GAMES GMBH
SEEFELDSTRASSE 25ZURICHSZ8008MANAGING CONSULTANT$295,726
VOX TELEVISION
VIDEO PRODUC. SVC.$208,60150 HUNT STREETWATERTOWNMA02472
YETI CGI INC
SOFTWARE DEVELOPMENT$207,5001300 MICHIGAN ST NE STE 100GRAND RAPIDSMI49503
RTI INTERNATIONAL
WEB DEVELOPMENT SERV$124,431PO BOX 900002RALEIGHNC276759000
FieldValueIRS element (for citing)
Contractor Paid Over50k5ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EDUTOPIA, LUCAS LEARNING, & LUCAS EDU. RESEARCH. SEE ATTACH.Description1Txt
Expenses1$8,295,370Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,372,927AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,372,927TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,372,927AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$95,594CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,277,333NetVlNoncharitableAssetsAmt
Minimum Investment Return$313,867MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,298,917ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$40,062CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$9,338,979QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling1993-08-30PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$21,239CurrentYearAmt
Year1$269,356Year1Amt
Year2$129Year2Amt
Year3$143Year3Amt
Total$290,867TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$18,053CurrentYearAmt
Year1$228,953Year1Amt
Year2$110Year2Amt
Year3$122Year3Amt
Total$247,238TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$9,338,979CurrentYearAmt
Year1$9,910,262Year1Amt
Year2$11,544,594Year2Amt
Year3$10,873,842Year3Amt
Total$41,667,677TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$1,003,547CurrentYearAmt
Year1$2,057,819Year1Amt
Year2$2,713,246Year2Amt
Year3$2,911,313Year3Amt
Total$8,685,925TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$8,335,432CurrentYearAmt
Year1$7,852,443Year1Amt
Year2$8,831,348Year2Amt
Year3$7,962,529Year3Amt
Total$32,981,752TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$209,245CurrentYearAmt
Year1$179,570Year1Amt
Year2$144,952Year2Amt
Year3$140,800Year3Amt
Total$674,567TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGEORGE W LUCAS JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
HARVARD UNIVERSITY
1033 MASSACHUSETTS AVENUE 5TH FLOOCAMBRIDGEMA02138PCDEMOCRATIC KNOWLEDGE PROJECT$503,048
MICHIGAN STATE UNIVERSITY
INSTITUTE FOR RESEARCH ON TEACHINGEAST LANSINGMI48824GOVMULTIPLE LITERACIES IN PROJECT-BASED LEARNING COURSE ADAPTATION FOR VIRTUAL AND HYBRID ENVIRONMENTS$100,000620 FARM LANE ERICKSON HALL ROOM
THE CONCORD CONSORTIUM
25 LOVE LANECONCORDMA01742PCINTERDISCIPLINARY PROJECT-BASED DATA SCIENCE EDUCATION$150,000
UNIVERSITY OF CALIFORNIA BERKELEY
1608 FOURTH STREETBERKELEYCA94710GOVTHE COMPUTING AS MULTILITERACIES PARTNERSHIP$50,000
UNIVERSITY OF COLORADO - BOULDER
3100 MARINE STREET 572 UCBBOULDERCO80309GOVDESIGNING EQUITY-CENTERED LEARNING & TEACHER DEVELOPMENT$50,000
NORTHWESTERN UNIVERSITY
750 N LAKE SHORE DRIVE RUBLOFF 7CHICAGOIL60611PCDESIGNING EQUITY-CENTERED LEARNING & TEACHER DEVELOPMENT$50,000
NEW YORK UNIVERSITY
665 BROADWAYNEW YORKNY10012PCTHE COMPUTING AS MULTILITERACIES PARTNERSHIP$50,000
UNIVERSITY OF GEORGIA
310 EAST CAMPUS ROADATHENSGA30602GOVMULTIPLE LITERACIES IN PROJECT-BASED LEARNING COURSE ADAPTATION DESIGN PRINCIPLES$50,499TUCKER HALL ROOM 312
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,003,547TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$174,165ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescROYALTYDesc
Exclusion15ExclusionCd
Exclusion$129ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$174,294ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$174,294TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSCHWAB CHARITABLE GIFT FUNDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1211 MAIN STREET FL 10AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Total Contributions$11,750,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPWC US TAX LLPCategoryTxt
Amt$72,802Amt
Disbursements Charitable Prps$72,802DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (4 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
PART I, LINE 19:PART I, LINE 19:DESCRIPTION DATE COST ACCUMULATED METHOD/LIFE CURRENT YR ACQUIRED DEPRECIATION DEPRECIATION ----------------------------------------------------------------- MACHINERY VARIOUS 217,805 (214,360) SL/5 YR 984 & EQUIPMENT COMP EQUIP. VARIOUS 280,088 (214,920) SL/3 YR 38,030 SOFTWARE VARIOUS 5,982 (5,982) SL/3 YR 463 ------- --------- ------- TOTAL 503,875 (435,262) 39,477 ======= ========= =======
PART I, LINE 20 & PART VI-B, LINE 1(A)(3):PART I, LINE 20 & PART VI-B, LINE 1(A)(3):DUE TO GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE BOOKS OF THE FOUNDATION REFLECT OCCUPANCY/RENT EXPENSE OF $112,171. THIS REPRESENTS THE VALUE OF THE FOUNDATION'S OCCUPANCY AT ITS LOCATION IN NICASIO, CALIFORNIA. NO ACTUAL OUTLAY OF FUNDS OCCURRED FOR OCCUPANCY/RENT.
ORGANIZATION MISSION AND OTHER DISCLOSUREORGANIZATION MISSION AND OTHER DISCLOSURETHE GEORGE LUCAS EDUCATIONAL FOUNDATION (GLEF) IS A PRIVATE OPERATING FOUNDATION CREATED IN 1991. GLEF IS DEDICATED TO IMPROVING THE PRE-K-12 LEARNING PROCESS BY ACTIVELY WORKING TO: -FIND, DESCRIBE, AND PROMOTE EFFECTIVE MODELS AND INNOVATIONS THROUGH STORIES OF WHAT WORKS. -IDENTIFY AND EVALUATE EVIDENCE THAT SUPPORTS EFFECTIVE LEARNING PRACTICES FOR LEARNERS, EDUCATORS, AND SCHOOLS. -DEVELOP ADVANCED SOFTWARE, TECHNOLOGY, AND MATERIALS FOR EDUCATIONAL PURPOSES AS EXEMPLARS TO GUIDE INNOVATIONS AND INSPIRE OTHERS IN THE FIELD. GLEF'S WORK CENTERS AROUND ITS CORE STRATEGIES FOR BUILDING BETTER SCHOOLS: PROJECT-BASED LEARNING, SOCIAL AND EMOTIONAL LEARNING, INTEGRATED STUDIES, TEACHER LEADERS, TECHNOLOGY INTEGRATION, AND COMPREHENSIVE ASSESSMENT. GLEF'S AUDIENCE INCLUDES A WIDE ARRAY OF STAKEHOLDERS COMMITTED TO SCHOOL IMPROVEMENT, SUCH AS EDUCATORS, ADMINISTRATORS, SCHOOL BOARD MEMBERS, HIGHER EDUCATION FACULTY, RESEARCHERS, ENGAGED PARENTS, AND LEADERS IN BUSINESS, GOVERNMENT, NONPROFITS, TECHNOLOGY, AND CURRICULUM PUBLISHING.
PART VIII-A: SUMMARY OF DIRECT CHARITABLE ACTIVITIESPART VIII-A: SUMMARY OF DIRECT CHARITABLE ACTIVITIESEDUTOPIA: EDUTOPIA HAS STEADILY GROWN OVER THE YEARS, BECOMING A TRUSTED SOURCE FOR INSPIRING, INFORMATIVE, AND PRACTICAL STRATEGIES IN EDUCATION. IN 2023, EDUTOPIA PRODUCED, PUBLISHED, AND PROMOTED A RANGE OF CONTENT, INCLUDING VIDEOS, ARTICLES, AND SOCIAL MEDIA POSTS ACROSS VARIOUS GRADE LEVELS AND TOPICS. WE REACHED AN AVERAGE OF 11.5 MILLION PEOPLE EACH MONTH ON EDUTOPIA.ORG, SOCIAL MEDIA PLATFORMS AND NEWSLETTERS WORLDWIDE. IN AN ANNUAL SURVEY OF MORE THAN 3,000 SUBSCRIBERS: -94% SAID EDUTOPIA HAS INCREASED THEIR UNDERSTANDING OF EDUCATIONAL STRATEGIES, AND -92% SAID EDUTOPIA GIVES THEM TIPS AND STRATEGIES THEY HAVE IMPLEMENTED. LUCAS LEARNING: IN 2023, LUCAS LEARNING EMBARKED ON THE INITIAL DESIGN AND DEVELOPMENT PHASE OF AN INNOVATIVE EDUCATIONAL PROGRAM AIMED AT REVOLUTIONIZING LEARNING EXPERIENCES FOR STUDENTS ACROSS ALL GRADE LEVELS. DURING THIS PHASE, WE STARTED CREATING AN EARLY-STAGE PROTOTYPE AND EXPLORING POTENTIAL PARTNERS FOR DEVELOPMENT AND DISTRIBUTION. OUR INTENTION IS TO INSPIRE AND GUIDE PARTNERS AS THEY DEVELOP CUTTING-EDGE 3D IMMERSIVE SIMULATIONS INTEGRATED WITH ARTIFICIAL INTELLIGENCE TO CREATE SCALABLE, STUDENT-DRIVEN LEARNING EXPERIENCES. THESE SIMULATIONS ARE ROOTED IN VALIDATED PROJECT-BASED LEARNING PRINCIPLES, INITIALLY FOCUSING ON 8TH-GRADE STUDENTS BUT DESIGNED TO EVENTUALLY ENCOMPASS ELEMENTARY, MIDDLE, AND SECONDARY EDUCATION. LUCAS EDUCATION RESEARCH: IN 2023, LUCAS EDUCATION RESEARCH SUCCESSFULLY TRANSITIONED TO PROVIDE A ROBUST ARCHIVE OF RESEARCH FINDINGS AND ADDITIONAL MATERIALS. THIS ARCHIVE IS BASED ON A DECADE OF COLLABORATIVE RESEARCH WITH ESTEEMED UNIVERSITY EDUCATION RESEARCHERS. THE BODY OF WORK PROVIDES A COMPREHENSIVE EVIDENCE BASE FOR PROJECT-BASED LEARNING AS AN EFFECTIVE APPROACH FOR ALL STUDENTS, PARTICULARLY THOSE FROM ECONOMICALLY UNDERSERVED COMMUNITIES AND UNDERREPRESENTED RACIAL AND ETHNIC GROUPS.

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (6 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MORRISON & FOERSTER LLP$47,710$46,236
REED SMITH LLP$31,208$31,208
SHARTSIS FRIESE LLP$17,744$15,247
OGLETREE,DEAKINS,NASH,SMOAK&ST$16,016$16,016
DELANGES, LINDER & DUEY, LLP$2,192$0
GREEN AND SPIGEL U.S., LLC$250$250

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE PREMIUMS$28,867$28,867
BANK CHARGES-$1,033-$1,033
OP SUPPLIES&MATERIALS&PRINTING$9,894$9,695
FURNITURE AND EQUIPMENT$15,539$7,819
EMPLOYEE RECRUITING$85,938$85,908
ADVERTISING AND PROMOTION$352,700$320,041
REPAIR AND MAINTENANCE$5,392$5,030
TELEPHONE AND WIFI ACCESS$34,660$34,648
WEB APPS, DUES, FEES, LICENSES$497,875$513,872
POSTAGE AND DELIVERY$7,073$7,030
EXPENSES PAID FOR NON STAFF$14,989$14,989
COVID19 REMOTE OFFICE EXPENSE$26$26
DONATIONS$300$300
SPONSORED EVENTS$20,000$20,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescROYALTY INCOMEDesc
Revenue And Expenses Per Books$129RevenueAndExpensesPerBooksAmt
Net Investment Income$129NetInvestmentIncomeAmt
Adjusted Net Income$129AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTDesc
Amt$1,595Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (37 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TREW KNOWLEDGE INC.$342,650$342,650
MAC N CHEESE GAMES GMBH$295,726$263,627
VOX TELEVISION INC.$208,601$193,053
YETI CGI INC.$207,500$173,750
RTI INTERNATIONAL$124,431$124,431
BREAD AND BUTTER DIGITAL, LLC$102,500$102,500
HR OPTIONS INC.$72,999$72,999
SADLER, JOEL$64,634$64,634
SOUTHLEFT, LLC$53,234$53,234
RILEY, HEATHER J.$50,249$50,249
OVEREASY EDITORIAL, LLC$46,440$46,440
CLANCY, KELLY$45,910$45,910
CAMPBELL, JACQWI$44,770$44,770
GIBSON, MARVA HINTON$43,405$43,405
ARABELLA ADVISORS, LLC$43,332$43,332
HYLTON KOPSHINSKY, DANIELLE$41,590$41,590
TWILIO$40,000$40,000
MILLER, JENNIFER$37,730$37,730
FIELD STUDIO LLC$34,019$34,019
THOMAS, LAURA$26,355$24,094
GOTT ADVERTISING, LLC$25,498$25,498
JONES IT CONSULTING, LLC$22,749$19,406
REYES-CERON, DOUGLAS$22,000$22,000
TARANTO, SARAH$20,988$20,988
GENTRY FAITH CREATIVE LLC$20,341$18,691
SPARKS, KARISSA$20,060$20,060
EDITCETERA$18,650$18,650
FALLOUT PICTURES LLC$17,622$17,622
UPPER SKY STUDIOS, LLC$16,640$16,640
THING-MAN LLC$16,575$16,575
COLLINS LLC, BRITTANY R.$15,719$15,719
INSPERITY$15,257$15,257
MENLO EDUCATION RESEARCH, LLC$15,144$15,144
BRADLEY, LAURA MASLIN$14,534$14,534
KOLLER, NIC$11,900$11,900
THOMAS, JOHN$11,704$11,704
TOTAL OF PROF'L SVC <$10,000$244,423$232,567

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