BETA

GEORGE LUCAS EDUCATIONAL FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GEORGE LUCAS EDUCATIONAL FOUNDATION (EIN 68-0065687)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-12
IRS object ID
202342559349100104
Schema version
2022v5.0
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)
Return2023-09-12T08:09:07-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-09-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHEN DPersonFirstNm
Person LastARNOLDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS L PATTONPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
Preparation2023-09-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,198,520FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,453,895ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,399InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,399InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$756NetGainSaleAstRevAndExpnssAmt
Incm Modifications Adj Net Incm$273,410IncmModificationsAdjNetIncmAmt
Other Income Rev And Expnss$4,694OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$149OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$149OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$7,463,232TotalRevAndExpnssAmt
Total Net Invst Incm$5,548TotalNetInvstIncmAmt
Total Adj Net Incm$273,559TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$680,348CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$680,348CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$3,096,052OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$3,063,800OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$885,853PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$880,441PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$127,014LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$118,905LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$66,964AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$66,964AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,883,678OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$1,828,521OtherProfFeesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$40,664DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$84,532TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$80,986TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,000,226OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,073,121OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,865,331TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,793,086TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,659,409ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,057,819ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,524,740TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$9,850,905TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,061,508ExcessRevenueOverExpensesAmt
Net Investment Income$5,548NetInvestmentIncomeAmt
Adjusted Net Income$273,559AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,743,554CashBOYAmt
Cash EOY$3,486,645CashEOYAmt
Cash EOYFMV$3,486,645CashEOYFMVAmt
Sav And Temp Cash Invst BOY$499,768SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$504,007SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$504,007SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,749AcctRcvblAmt
Acct Rcvbl EOY$1,749AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,749AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$138,120PrepaidExpensesBOYAmt
Prepaid Expenses EOY$145,891PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$145,891PrepaidExpensesEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$484,647LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$424,419LandBldgEquipAccumDeprecAmt
Land BOY$44,367LandBOYAmt
Land EOY$60,228LandEOYAmt
Land EOYFMV$60,228LandEOYFMVAmt
Total Assets BOY$6,425,809TotalAssetsBOYAmt
Total Assets EOY$4,198,520TotalAssetsEOYAmt
Total Assets EOYFMV$4,198,520TotalAssetsEOYFMVAmt
Accounts Payable BOY$443,617AccountsPayableBOYAmt
Accounts Payable EOY$404,228AccountsPayableEOYAmt
Grants Payable BOY$125,000GrantsPayableBOYAmt
Grants Payable EOY$0GrantsPayableEOYAmt
Total Liabilities BOY$568,617TotalLiabilitiesBOYAmt
Total Liabilities EOY$404,228TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,857,192NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,613,956NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$4,000,000DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$180,336DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,857,192TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,794,292TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,425,809TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,198,520TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,857,192TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,061,508ExcessRevenueOverExpensesAmt
Subtotal$3,795,684SubtotalAmt
Other Decreases$1,392OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,794,292TotNetAstOrFundBalancesEOYAmt
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$77InvestmentIncomeExciseTaxAmt
Subtotal$77SubtotalAmt
Tax Based On Investment Income$77TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$77TaxDueAmt

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 StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
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 AddressWWW.EDUTOPIA.ORG & WWW.LUCASEDRESEARCH.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 RAFAELCA94912DIRECTOR0$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/EDUTOPIA EXEC. DIR.50.0$344,199$50,772$0
KRISTIN DE VIVO
PO BOX 3494SAN RAFAELCA94912LER EXECUTIVE DIR.50.0$336,149$32,621$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 RAFAELCA94912CHIEF CONTENT OFC50.0$284,152$32,198$0
LILLY FU
PO BOX 3494SAN RAFAELCA94912SR. DIR. FIN & ADMIN50.0$236,232$33,100$0
KARISSA SPARKS
PO BOX 3494SAN RAFAELCA94912HEAD MKG & ANALYTICS50.0$189,600$28,401$0
NATHAN WARNER
PO BOX 3494SAN RAFAELCA94912DIR. TEACHING & LRN50.0$174,455$35,178$0
SHEREE SANTOS
PO BOX 3494SAN RAFAELCA94912DIR. CURRICULUM/TECH50.0$153,676$18,449$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k20OtherEmployeePaidOver50kCnt

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 1X6SOFTWARE DEVELOPMENT$371,394
LULLABOT INC
SOFTWARE DEVELOPMENT$209,125PO BOX 417568BOSTONMA02241
RTI INTERNATIONAL
SOFTWARE DEVELOPMENT$134,243PO BOX 900002RALEIGHNC27675
HEATHER RILEY
VIDEOGRAPHY$107,51323 SNOW ROADNORTH GRAFTANMA01536
VOX TELEVISION
VIDEOGRAPHY$86,04550 HUNT STREETWATERTOWNMA02472
FieldValueIRS element (for citing)
Contractor Paid Over50k1ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EDUTOPIA AND LUCAS EDUCATION RESEARCH. (SEE ATTACHMENT)Description1Txt
Expenses1$7,793,086Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,469,141AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,469,141TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,469,141AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$82,037CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,387,104NetVlNoncharitableAssetsAmt
Minimum Investment Return$269,355MinimumInvestmentReturnAmt

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$9,850,905ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$59,357CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$9,910,262QualifyingDistributionsAmt

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$269,356CurrentYearAmt
Year1$129Year1Amt
Year2$143Year2Amt
Year3$770Year3Amt
Total$270,398TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$228,953CurrentYearAmt
Year1$110Year1Amt
Year2$122Year2Amt
Year3$655Year3Amt
Total$229,840TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$9,910,262CurrentYearAmt
Year1$11,544,594Year1Amt
Year2$10,873,842Year2Amt
Year3$10,105,905Year3Amt
Total$42,434,603TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$2,057,819CurrentYearAmt
Year1$2,713,246Year1Amt
Year2$2,911,313Year2Amt
Year3$3,100,537Year3Amt
Total$10,782,915TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$7,852,443CurrentYearAmt
Year1$8,831,348Year1Amt
Year2$7,962,529Year2Amt
Year3$7,005,368Year3Amt
Total$31,651,688TotalAmt

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$179,570CurrentYearAmt
Year1$144,952Year1Amt
Year2$140,800Year2Amt
Year3$171,919Year3Amt
Total$637,241TotalAmt

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 (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
HARVARD UNIVERSITY
1033 MASSACHUSETTS AVENUE 5TH FLOOCAMBRIDGEMA02138PCDEMOCRATIC KNOWLEDGE PROJECT$1,115,000
MICHIGAN STATE UNIVERSITY
INSTITUTE FOR RESEARCH ON TEACHINGEAST LANSINGMI48824GOVMULTIPLE LITERACIES IN PROJECT-BASED LEARNING COURSE ADAPTATION FOR VIRTUAL AND HYBRID ENVIRONMENTS$135,622620 FARM LANE ERICKSON HALL ROOM
THE CONCORD CONSORTIUM
25 LOVE LANECONCORDMA01742PCINTERDISCIPLINARY PROJECT-BASED DATA SCIENCE EDUCATION$146,698
UNIVERSITY OF CALIFORNIA BERKELEY
1608 FOURTH STREETBERKELEYCA94710PCTHE COMPUTING AS MULTILITERACIES PARTNERSHIP$150,000
UNIVERSITY OF COLORADO - BOULDER
3100 MARINE STREET 572 UCBBOULDERCO80309GOVDESIGNING EQUITY-CENTERED LEARNING & TEACHER DEVELOPMENT$100,000
NORTHWESTERN UNIVERSITY
750 N LAKE SHORE DRIVE RUBLOFF 7CHICAGOIL60611PCDESIGNING EQUITY-CENTERED LEARNING & TEACHER DEVELOPMENT$100,000
NEW YORK UNIVERSITY
665 BROADWAYNEW YORKNY10012PCTHE COMPUTING AS MULTILITERACIES PARTNERSHIP$100,000
UNIVERSITY OF TEXAS - AUSTIN
3925 W BRAKER LANE STREET 3340AUSTINTX78759GOVUSING DATA SCIENCE TO EMPOWER STUDENTS$25,000
MATH ACTION
4118 LYMAN ROADOAKLANDCA94602PCTOWARDS ZERO HUNGER DATA SCIENCE PROJECT$25,000
STANFORD UNIVERSITY
485 BROADWAY 3RD FLOORREDWOOD CITYCA94063PCCO-DESIGN HIGH SCHOOL CURRICULUM WITH FOCUS ON ASSESSMENTS$10,000
UNIVERSITY OF GEORGIA
310 EAST CAMPUS ROADATHENSGA30602GOVMULTIPLE LITERACIES IN PROJECT-BASED LEARNING COURSE ADAPTATION DESIGN PRINCIPLES$50,499TUCKER HALL ROOM 312
UNIVERSITY OF CALIFORNIA LOS ANGELES
520 PORTOLA PLAZALOS ANGELESCA90095GOVHISTORY THROUGH THE LENS OF DATA$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,057,819TotalGrantOrContriPdDurYrAmt

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$5,399ExclusionAmt
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 Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$756ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
ROYALTY15$149
MISCELLANEOUS$4,545

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,792ExclusionAmt
Related Or Exempt Function Incm$4,545RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,337TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndAddress Line1ContributorForeignAddress/AddressLine1TxtCityContributorForeignAddress/CityNmCountryContributorForeignAddress/CountryCdForeign PostalContributorForeignAddress/ForeignPostalCd
SCHWAB CHARITABLE GIFT FUND
1211 MAIN STREET FL 10SAN FRANCISCOCA94105$7,191,000Yes (X)
LEGO FOUNDATION
2$261,895Yes (X)HOJMARKSVEJ 8BILLUNDDA7190

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPRICEWATERHOUSECOOPERS LLPCategoryTxt
Amt$66,964Amt
Disbursements Charitable Prps$66,964DisbursementsCharitablePrpsAmt

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 215,560 (215,560) SL/5 YR - & EQUIPMENT COMP EQUIP. VARIOUS 261,753 (201,988) SL/3 YR 38,811 SOFTWARE VARIOUS 7,334 (6,871) SL/3 YR 1,853 ------- --------- ------- TOTAL 484,647 (424,419) 40,664 ======= ========= =======
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 $107,856. 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 DISCLOSUREDESCRIPTION OF ORGANIZATION MISSION: THE GEORGE LUCAS EDUCATIONAL FOUNDATION ("GLEF") IS A NONPROFIT OPERATING FOUNDATION CREATED IN 1991. GLEF IS DEDICATED TO TRANSFORMING PRE-KINDERGARTEN THROUGH 12TH-GRADE EDUCATION SO ALL STUDENTS CAN THRIVE IN THEIR STUDIES, CAREERS, AND ADULT LIVES. GLEF PROVIDES TRUSTED INFORMATION AND INNOVATIVE TOOLS TO HELP STUDENTS ACQUIRE AND EFFECTIVELY APPLY THE KNOWLEDGE, ATTITUDES, SKILLS AND BELIEFS TO ACHIEVE THEIR FULL POTENTIAL. GLEF'S WORK CENTERS AROUND ITS CORE STRATEGIES FOR BETTER SCHOOLS: PROJECT-BASED LEARNING, SOCIAL AND EMOTIONAL LEARNING, INTEGRATED STUDIES, TEACHER LEADERS, TECHNOLOGY INTEGRATION, AND COMPREHENSIVE ASSESSMENT. GLEF'S AUDIENCE EXTENDS TO A WIDE ARRAY OF STAKEHOLDERS COMMITTED TO SCHOOL IMPROVEMENT, INCLUDING EDUCATORS, ADMINISTRATORS, SCHOOL BOARD MEMBERS, HIGHER EDUCATION FACULTY, RESEARCHERS, ENGAGED PARENTS, AS WELL AS LEADERS IN BUSINESS, GOVERNMENT, AND NONPROFIT SECTORS.
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 IN AMERICA FOR INSPIRING, INFORMATIVE, AND PRACTICAL STRATEGIES IN EDUCATION THROUGH A DIVERSE ARRAY OF ACTIVITIES. IN 2022, EDUTOPIA PRODUCED, PUBLISHED, AND PROMOTED A RANGE OF CONTENT, INCLUDING VIDEOS, ARTICLES, AND SOCIAL MEDIA SHORTS ACROSS VARIOUS GRADE LEVELS AND TOPICS. WE SERVED 18.7 MILLION USERS ON EDUTOPIA.ORG, GENERATING OVER 35 MILLION WEBSITE SESSIONS. OUR MISSION IS TO PROVIDE RELIABLE INFORMATION AND INSIGHTFUL PERSPECTIVES TO EQUIP TEACHERS, SCHOOL ADMINISTRATORS, COMMITTED PARENTS, AND OTHERS WHO STRIVE FOR BETTER LEARNING AND TEACHING SOLUTIONS. OUR CONTENT WAS ALSO SHARED WIDELY THROUGH SOCIAL MEDIA CHANNELS AND VIA PARTNERSHIP AGREEMENTS WITH ORGANIZATIONS SHARING OUR VISION FOR EDUCATION. LUCAS EDUCATION RESEARCH: LUCAS EDUCATION RESEARCH (LER) COLLABORATES WITH EDUCATIONAL RESEARCHERS AND PRACTITIONERS TO DESIGN AND STUDY THE IMPACT OF PROGRESSIVE PRACTICES IN K-12 SCHOOLS. THESE COLLABORATIONS HAVE PROVEN SUCCESSFUL AND ACHIEVED THE MISSION TO BUILD AN EVIDENCE BASE THAT SUPPORTS SUCH PRACTICES. OVER THE LAST TWO YEARS, THE DIVISION HAS SHARED THE RESEARCH FINDINGS BROADLY TO ENSURE THEY ARE TAKEN UP BY PUBLISHERS AND KEY STAKEHOLDERS ACROSS THE COUNTRY. IN 2022, LER MAINTAINED EXISTING COLLABORATIONS WITH PARTNERS CONDUCTING EDUCATIONAL RESEARCH IN K-12 PUBLIC SCHOOLS IN MICHIGAN AND MASSACHUSETTS. IN ADDITION, LER SUPPORTED NEW PARTNERSHIPS RELATED TO THE STUDY OF EQUITABLE PRACTICES AND INTERDISCIPLINARY DATA SCIENCES FOR PROJECT-BASED LEARNING. WITH A SHIFT IN FOCUS TO BEGIN NEW PARTNERSHIPS RELATED TO INTEGRATED OR CROSS-CURRICULAR STUDIES, LER COMMISSIONED A LANDSCAPE ANALYSIS AND LITERATURE REVIEW. THIS WAS COMPLETED IN THE FIRST QUARTER OF 2022 AND INCORPORATED IN A NEW STRATEGIC PLAN FOR THIS TRANSITION OF THE RESEARCH PROGRAM. NEW DIVISION: IN 2022, GLEF EMBARKED ON THE ESTABLISHMENT OF A NEW DIVISION DEDICATED TO THE CREATION OF INNOVATIVE LEARNING SIMULATIONS, DRAWING FROM DESIGN PRINCIPLES AFFIRMED BY PROJECT-BASED LEARNING RESEARCH. AS WE SHAPE OUR PLANS, OUR AIM IS TO FORGE STRATEGIC PARTNERSHIPS THAT WILL ENABLE US TO LEVERAGE EXISTING EXPERTISE AND PLATFORMS.

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (6 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DELANGES, LINDER & DUEY, LLP$3,896$1,328
OLG, DEA, NAS, SMO & STE, P.C.$23,089$23,089
MORRISON AND FOERSTER LLP$24,451$23,021
COBALT LLP$2,040$2,040
SHARTSIS FRIESE LLP$21,125$17,014
REED SMITH LLP$52,413$52,413

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED LOSS ON INVESTMENT$983
PRIOR PERIOD ADJUSTMENT$409

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE PREMIUMS$23,896$23,896
BANK CHARGES-$107-$107
OP SUPPLIES MATERIALS & PRINT$28,338$15,036
FURNITURE AND EQUIPMENT$5,526$4,213
EMPLOYEE RECRUITING$129,285$120,573
ADVERTISING AND PROMOTION$239,464$322,872
HONORARIA AND STIPENDS$5,000$5,000
REPAIR AND MAINTENANCE$4,225$4,209
TELEPHONE AND WIFI ACCESS$40,378$40,366
WEB APPS, DUES, FEES, LICENSES$519,446$533,218
POSTAGE AND DELIVERY$4,775$3,845

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTY INCOME$149$149$149
MISCELLANEOUS INCOME$4,545$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (34 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TREW KNOWLEDGE INC.$371,394$309,881
LULLABOT, INC.$209,125$209,125
RTI INTERNATIONAL$134,243$134,243
RILEY, HEATHER$107,513$107,513
VOX TELEVISION, INC.$86,045$86,045
MENLO EDUCATION RESEARCH, LLC$50,538$50,538
OVEREASY EDITORIAL, LLC$48,090$48,090
HYLTON KOPSHINSKY, DANIELLE$42,936$53,600
GIBSON, MARVA HINTON$42,741$42,741
ELMORE, INC.$40,000$40,000
CLANCEY, KELLY$38,186$38,186
REYES-CERON, DOUGLAS$33,750$33,750
MILLER, JENNIFER$32,430$32,430
KULMAN, LINDA$31,500$31,500
CREATIVE COMMONS$28,750$28,750
KIWI PARTNERS$26,563$26,563
HR OPTIONS$25,594$25,594
ARABELLA ADVISORS$25,081$25,081
ABD SHARED HR$24,925$24,925
GOTT ADVERTISING, LLC$21,428$21,428
TARANTO, SARAH$20,634$20,634
JACKSON, LEE$19,150$19,150
DESIGNLOUNGE, INC.$18,818$18,818
EDITCETERA$17,588$17,588
JONES IT CONSULTING, LLC$17,413$17,413
THOMAS, LAURA$16,376$16,376
CHUN, MARC$16,350$16,350
ZUCKERBROD, NANCY$15,600$15,600
EDUCATION FIRST$15,000$15,000
BRADLEY, LAURA$10,372$10,372
NATHAN BALFOUR$10,100$10,100
TIERNEY, GAVIN$10,000$10,000
ARENBERG, POLLY$10,000$10,000
TOTAL OF PROF'L SVC <$10,000$265,445$261,137

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.