LUCAS MUSEUM OF NARRATIVE ART: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LUCAS MUSEUM OF NARRATIVE ART (EIN 45-5600818)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202423179349103332
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T19:16:00-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 NEW YORK AVE NW SUITE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455600818 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCAS MUSEUM OF NARRATIVE ART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DOLF RENAUD | InCareOfNm |
| Business Name Control | LUCA | BusinessNameControlTxt |
| Phone | 2137846575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET Suite STE 2400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOLF RENAUD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2137846575 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS L PATTON | PreparerPersonNm |
| PTIN | P00369623 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Preparation | 2024-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,349,736,740 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $150,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,537,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,537,255 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,537,255 | DividendsAdjNetIncmAmt |
| Other Income Rev And Expnss | $277,795 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $36,582 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $154,815,050 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,537,255 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,573,837 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $957,195 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $957,195 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $9,546,803 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $9,311,641 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,284,234 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,224,717 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $399,197 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $278,443 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $308,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $308,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,248,309 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $190,957,129 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,400 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,600 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $84,538 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,345,776 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,550,115 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $915,893 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $837,495 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,678,357 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,405,260 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,772,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $209,833,345 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,772,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,833,345 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $131,042,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,537,255 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,573,837 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,404,481 | CashBOYAmt |
| Cash EOY | $5,932,072 | CashEOYAmt |
| Cash EOYFMV | $5,932,072 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $141,302,421 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,522,872 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,522,872 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $85,649 | AcctRcvblAmt |
| Acct Rcvbl BOY | $135,294 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $85,649 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $85,649 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $200,970 | InventoriesBOYAmt |
| Inventories EOY | $200,970 | InventoriesEOYAmt |
| Inventories EOYFMV | $200,970 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $2,179,813 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,133,345 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,133,345 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $77,019,989 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,042,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $80,042,989 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $22,766,705 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,862,433 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,862,433 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,153,030,103 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $497,116 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $989,919,055 | LandBOYAmt |
| Land EOY | $1,152,532,987 | LandEOYAmt |
| Land EOYFMV | $1,152,532,987 | LandEOYFMVAmt |
| Other Assets BOY | $2,885,060 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,423,423 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,423,423 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,238,813,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,349,736,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,349,736,740 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $79,092,483 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $58,555,739 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,921,587 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,346,805 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $82,014,070 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,902,544 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,156,766,113 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,286,806,741 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $33,605 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $27,455 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,156,799,718 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,286,834,196 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,238,813,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,349,736,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,156,799,718 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $131,042,598 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,095,070 | OtherIncreasesAmt |
| Subtotal | $1,293,937,386 | SubtotalAmt |
| Other Decreases | $7,103,190 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,286,834,196 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $63,068 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $63,068 | SubtotalAmt |
| Tax Based On Investment Income | $63,068 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,590 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $56,590 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $216 | EsPenaltyAmt |
| Tax Due | $6,694 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LUCASMUSEUM.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOLF RENAUD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2136317448 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 2400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| MELLODY HOBSON | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | CO-CHAIR/DIRECTOR | 1.0 | $0 | $0 | $0 |
| GEORGE LUCAS JR | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | CO-CHAIR/DIRECTOR | 1.0 | $0 | $0 | $0 |
| ANDREA WISHOM | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | VICE-CHAIR/VP/DIRECTOR | 1.0 | $0 | $0 | $0 |
| ANGELO GARCIA | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | VP | 1.0 | $0 | $0 | $0 |
| MICHAEL RIDER | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | TREASURER | 1.0 | $0 | $0 | $0 |
| NATALIE TALBOTT | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | SECRETARY | 1.0 | $0 | $0 | $0 |
| JOHN MCCARTER JR | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| HENRY BIENEN | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ARNE DUNCAN | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| STEVEN SPIELBERG | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| GUILLERMO DEL TORO | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MICHAEL GOVAN | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SANDRA JACKSON-DUMONT | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | DIRECTOR AND CEO | 40.0 | $957,195 | $16,749 | $448 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID THURM | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | CHIEF OPP. OFFICER | 40.0 | $564,904 | $48,115 | $118,976 |
| KAREN PILAR TOMPKINS | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | CHIEF CURATOR/DP DIR | 40.0 | $325,202 | $47,025 | $448 |
| REGAN HAIMAIN PRO | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | DEP. DIR. PROGRAMS | 40.0 | $314,711 | $40,035 | $448 |
| JAMES GERARD HUSE | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | DIRECTOR OF SECURITY | 40.0 | $282,692 | $16,634 | $345 |
| DANIEL ELLIOT INUKAI | ||||||||
| 700 S FLOWER STREET | LOS ANGELES | CA | 90017 | MANAGING DIR. TECH | 40.0 | $262,260 | $25,268 | $448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 69 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HATHAWAY DINWIDDIE CONSTRUCTION COMPANY | |||||
| 275 BATTERY STREET SUITE 300 | SAN FRANCISCO | CA | 94111 | CONSTRUCTION | $289,049,625 |
| KREYSLER & ASSOCIATES | |||||
| 501 GREEN ISLAND ROAD | AMERICAN CANYON | CA | 94503 | CONSTRUCTION | $33,516,737 |
| STANTEC ARCHITECTURE INC | |||||
| 100 CALIFORNIA ST 1000 | SAN FRANCISCO | CA | 94111 | CONSTRUCTION | $5,667,803 |
| WHY ARCHITECTURE WORKSHOP INC | |||||
| 9520 JEFFERSON BLVD STE C | CULVER CITY | CA | 90232 | CONSTRUCTION | $3,939,648 |
| JONES LANG LASALLE AMERICAS INC | |||||
| 2049 CENTURY PARK E | LOS ANGELES | CA | 90067 | CONSTRUCTION | $3,487,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 97 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LUCAS MUSEUM OF NARRATIVE ART PLANNING AND PROJECT DEVELOPMENT FOR THE DESIGN AND CONSTRUCTION OF LUCAS MUSEUM OF NARRATIVE ART. | Description1Txt |
| Expenses1 | $217,125,839 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $104,736,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,763,002 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $180,499,782 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $180,499,782 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,707,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $177,792,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,889,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,833,345 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $7,292,494 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $217,125,839 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2012-05-21 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,573,837 | CurrentYearAmt |
| Year1 | $2,388,001 | Year1Amt |
| Year2 | $537,054 | Year2Amt |
| Year3 | $2,352,145 | Year3Amt |
| Total | $9,851,037 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,887,761 | CurrentYearAmt |
| Year1 | $2,029,801 | Year1Amt |
| Year2 | $456,496 | Year2Amt |
| Year3 | $1,999,323 | Year3Amt |
| Total | $8,373,381 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $217,125,839 | CurrentYearAmt |
| Year1 | $204,279,751 | Year1Amt |
| Year2 | $217,998,370 | Year2Amt |
| Year3 | $297,038,083 | Year3Amt |
| Total | $936,442,043 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distri Not Used Drt | QualifyingDistriNotUsedDrtGrp |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $217,125,839 | CurrentYearAmt |
| Year1 | $204,279,751 | Year1Amt |
| Year2 | $217,998,370 | Year2Amt |
| Year3 | $297,038,083 | Year3Amt |
| Total | $936,442,043 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,926,409 | CurrentYearAmt |
| Year1 | $9,023,949 | Year1Amt |
| Year2 | $9,809,643 | Year2Amt |
| Year3 | $9,992,767 | Year3Amt |
| Total | $34,752,768 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE W LUCAS JR | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,537,255 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| FEDERAL TAX REFUND | $241,213 |
| MISC INCOME | $36,582 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,537,255 | ExclusionAmt |
| Related Or Exempt Function Incm | $277,795 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,815,050 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11B | FEDERAL TAX REFUND |
| 11C | IN FY23 THE MUSEUM HAD MISCELLANEOUS INCOME OF 2 CREDIT CARD REBATES OF $2,410 AND $4,070, A REFUNDED LEGAL FEES OF $20,000, AND A FY19 TAX REFUND OF $10,102. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JP MORGAN CHARITABLE GIVING FUND | ||||||
| 1 | 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | $35,000,000 | Yes (X) |
| SCHWAB CHARITABLE | ||||||
| 2 | 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | $115,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRICEWATERHOUSECOOPERS LLP | CategoryTxt |
| Amt | $308,750 | Amt |
| Disbursements Charitable Prps | $308,750 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART II, LINE 14 AND PART I, LINE 19: DEPRECIATION | IdentifierTxt |
| Form And Line Reference | PART II, LINE 14 AND PART I, LINE 19: DEPRECIATION | FormAndLineReferenceDesc |
| Medium Explanation | ----------------------------- ACCUMULATED BASIS DEPRECIATION ASSETS ---------- ---------------- ---------- EQUIPMENT 742,368 497,116 245,252 CIP - BUILDING PROJECT 1,152,287,735 --------------------------------------------- TOTAL 742,368 497,116 1,152,532,987 ============================================= FORM 990-PF, PART I, LINE 19 ---------------------------- DEPRECIATION EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2023: 84,538 | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPM MANAGED INCOME FD-USD-L | BondNm |
| EOY Book Value | $23,862,433 | EOYBookValueAmt |
| EOYFMV | $23,862,433 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | THE WALT DISNEY COMPANY | StockNm |
| EOY Book Value | $80,042,989 | EOYBookValueAmt |
| EOYFMV | $80,042,989 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (14 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADLER & COLVIN | $23,101 | $23,101 |
| COVINGTON & BURLING LLP | $18,085 | $18,085 |
| DELANGNES, LINDER & DUEY LLP | $109,219 | $67,929 |
| DLA PIPER LLP US | $14,886 | $0 |
| GONSOWSKI LAW PC | $24,609 | $25,497 |
| GREENBERG TRAURIG LLP | $29,547 | $17,070 |
| HARRIS WINCK HARRIS LLP | $57,758 | $0 |
| HIRSCHFELD KRAEMER LLP | $43,570 | $46,639 |
| LAW OFFICES OF JOSEPH P COSTA | $13,372 | $13,372 |
| MCGUIREWOODS LLP | $29,925 | $29,925 |
| PATTERSON BELKNAP WEBB & TYLER | $20,850 | $21,025 |
| PAZZANI & SANDHU LLP | $2,660 | $2,660 |
| REED SMITH LLP | $10,988 | $12,513 |
| SKLAR KIRSH LLP | $627 | $627 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE ASSETS | Desc |
| BOY Book Value | $2,885,060 | BOYBookValueAmt |
| EOY Book Value | $3,423,423 | EOYBookValueAmt |
| EOYFMV | $3,423,423 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART ACQUISITION AND LOGISTIC COSTS | Desc |
| Amt | $7,103,190 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE EXPENSES | $659,079 | $622,552 |
| BANK FEES | $5,364 | $0 |
| EQUIPMENT AND SOFTWARE | $863,589 | $930,192 |
| LICENCES, FEES & PERMITS | $35,341 | $30,896 |
| INSURANCE | $683,369 | $426,064 |
| ART STORAGE AND TRANSPORT | $1,377,122 | $1,341,063 |
| MISCELLANEOUS EXPENSE | $54,493 | $54,493 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FEDERAL TAX REFUND | $241,213 | |
| MISCELLANEOUS INCOME | $36,582 | $36,582 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $3,095,070 |
| DONATED ARTWORK | $3,000,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE LIABILITIES | Desc |
| BOY Book Value | $2,921,587 | BOYBookValueAmt |
| EOY Book Value | $4,346,805 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXHIBITION/MUSEUM FEES | $626,998 | $610,745 |
| PUBLIC RELATIONS | $240,187 | $240,187 |
| RECRUITING | $95,828 | $212,909 |
| OTHER | $2,116,523 | $1,813,212 |
| STRATEGIC PLANNING | $1,167,587 | $1,155,248 |
| COMMUNICATION | $1,186 | $2,186 |
| MUSEUM DESIGN AND DEVELOPMENT | $186,922,642 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CA LLC/REGISTRATION FEES | CategoryTxt |
| Amt | $3,400 | Amt |
| Disbursements Charitable Prps | $2,600 | DisbursementsCharitablePrpsAmt |
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