2023-09-12T08:09:07-05:00 2022-12-31 PwC US Tax LLP 655 NEW YORK AVE NW SUITE 1100 WASHINGTON DC 20001 990PF 2022-01-01 680065687 THE GEORGE LUCAS EDUCATIONAL FOUNDATION % LILLY FU GEOR 4156621600 PO BOX 3494 SAN RAFAEL CA 94912 STEPHEN D ARNOLD VICE CHAIR/CFO 4156621600 2023-09-07 true STEPHEN D ARNOLD 999009999 TRAVIS L PATTON P00369623 2024141000 2023-09-04 2 2022 2023-04-26 12:10:37Z X 4198520 X 7453895 5399 5399 -756 273410 4694 149 149 7463232 5548 273559 680348 680348 3096052 3063800 885853 880441 127014 0 0 118905 66964 0 0 66964 1883678 1828521 40664 84532 80986 1000226 1073121 7865331 0 0 7793086 1659409 2057819 9524740 0 0 9850905 -2061508 5548 273559 5743554 3486645 3486645 499768 504007 504007 1749 1749 1749 138120 145891 145891 484647 424419 44367 60228 60228 6425809 4198520 4198520 443617 404228 125000 0 568617 404228 X 1857192 3613956 4000000 180336 5857192 3794292 6425809 4198520 5857192 -2061508 3795684 1392 3794292 77 77 77 0 0 77 false false false 0 0 0 false false false false true true CA MD NY OR TX true true false false false true WWW.EDUTOPIA.ORG & WWW.LUCASEDRESEARCH.ORG LILLY FU 4156621614 PO BOX 3494 SAN RAFAEL CA 94912 false false false true true false false false false false false false false false false false false false false false false GEORGE W LUCAS JR PO BOX 3494 SAN RAFAEL CA 94912 CHAIRMAN 1.0 0 0 0 STEPHEN D ARNOLD PO BOX 3494 SAN RAFAEL CA 94912 VICE-CHAIR/CFO 7.0 0 0 0 MARSHALL TURNER PO BOX 3494 SAN RAFAEL CA 94912 DIRECTOR 1.0 0 0 0 ANDREA WISHOM PO BOX 3494 SAN RAFAEL CA 94912 DIRECTOR 0 0 0 0 ROBERT BRADLEY PO BOX 3494 SAN RAFAEL CA 94912 DIRECTOR 1.0 0 0 0 KIM MEREDITH PO BOX 3494 SAN RAFAEL CA 94912 DIRECTOR 1.0 0 0 0 KATE NYEGAARD PO BOX 3494 SAN RAFAEL CA 94912 DIRECTOR 1.0 0 0 0 MELLODY HOBSON PO BOX 3494 SAN RAFAEL CA 94912 DIRECTOR 1.0 0 0 0 CYNTHIA JOHANSON IRISH PO BOX 3494 SAN RAFAEL CA 94912 SECRETARY/EDUTOPIA EXEC. DIR. 50.0 344199 50772 0 KRISTIN DE VIVO PO BOX 3494 SAN RAFAEL CA 94912 LER EXECUTIVE DIR. 50.0 336149 32621 0 STEPHEN MERRILL PO BOX 3494 SAN RAFAEL CA 94912 CHIEF CONTENT OFC 50.0 284152 32198 0 LILLY FU PO BOX 3494 SAN RAFAEL CA 94912 SR. DIR. FIN & ADMIN 50.0 236232 33100 0 KARISSA SPARKS PO BOX 3494 SAN RAFAEL CA 94912 HEAD MKG & ANALYTICS 50.0 189600 28401 0 NATHAN WARNER PO BOX 3494 SAN RAFAEL CA 94912 DIR. TEACHING & LRN 50.0 174455 35178 0 SHEREE SANTOS PO BOX 3494 SAN RAFAEL CA 94912 DIR. CURRICULUM/TECH 50.0 153676 18449 0 20 TREW KNOWLEDGE 372 RICHMOND ST W STE 210 TORONTO ONTARIO CA M5V 1X6 SOFTWARE DEVELOPMENT 371394 LULLABOT INC PO BOX 417568 BOSTON MA 02241 SOFTWARE DEVELOPMENT 209125 RTI INTERNATIONAL PO BOX 900002 RALEIGH NC 27675 SOFTWARE DEVELOPMENT 134243 HEATHER RILEY 23 SNOW ROAD NORTH GRAFTAN MA 01536 VIDEOGRAPHY 107513 VOX TELEVISION 50 HUNT STREET WATERTOWN MA 02472 VIDEOGRAPHY 86045 1 EDUTOPIA AND LUCAS EDUCATION RESEARCH. (SEE ATTACHMENT) 7793086 NONE 0 5469141 0 5469141 0 5469141 82037 5387104 269355 X 9850905 0 59357 0 0 9910262 1993-08-30 X 269356 129 143 770 270398 228953 110 122 655 229840 9910262 11544594 10873842 10105905 42434603 2057819 2713246 2911313 3100537 10782915 7852443 8831348 7962529 7005368 31651688 0 0 0 0 0 0 179570 144952 140800 171919 637241 0 0 0 0 GEORGE W LUCAS JR X HARVARD UNIVERSITY 1033 MASSACHUSETTS AVENUE 5TH FLOO CAMBRIDGE MA 02138 PC DEMOCRATIC KNOWLEDGE PROJECT 1115000 MICHIGAN STATE UNIVERSITY INSTITUTE FOR RESEARCH ON TEACHING 620 FARM LANE ERICKSON HALL ROOM EAST LANSING MI 48824 GOV MULTIPLE LITERACIES IN PROJECT-BASED LEARNING COURSE ADAPTATION FOR VIRTUAL AND HYBRID ENVIRONMENTS 135622 THE CONCORD CONSORTIUM 25 LOVE LANE CONCORD MA 01742 PC INTERDISCIPLINARY PROJECT-BASED DATA SCIENCE EDUCATION 146698 UNIVERSITY OF CALIFORNIA BERKELEY 1608 FOURTH STREET BERKELEY CA 94710 PC THE COMPUTING AS MULTILITERACIES PARTNERSHIP 150000 UNIVERSITY OF COLORADO - BOULDER 3100 MARINE STREET 572 UCB BOULDER CO 80309 GOV DESIGNING EQUITY-CENTERED LEARNING & TEACHER DEVELOPMENT 100000 NORTHWESTERN UNIVERSITY 750 N LAKE SHORE DRIVE RUBLOFF 7 CHICAGO IL 60611 PC DESIGNING EQUITY-CENTERED LEARNING & TEACHER DEVELOPMENT 100000 NEW YORK UNIVERSITY 665 BROADWAY NEW YORK NY 10012 PC THE COMPUTING AS MULTILITERACIES PARTNERSHIP 100000 UNIVERSITY OF TEXAS - AUSTIN 3925 W BRAKER LANE STREET 3340 AUSTIN TX 78759 GOV USING DATA SCIENCE TO EMPOWER STUDENTS 25000 MATH ACTION 4118 LYMAN ROAD OAKLAND CA 94602 PC TOWARDS ZERO HUNGER DATA SCIENCE PROJECT 25000 STANFORD UNIVERSITY 485 BROADWAY 3RD FLOOR REDWOOD CITY CA 94063 PC CO-DESIGN HIGH SCHOOL CURRICULUM WITH FOCUS ON ASSESSMENTS 10000 UNIVERSITY OF GEORGIA 310 EAST CAMPUS ROAD TUCKER HALL ROOM 312 ATHENS GA 30602 GOV MULTIPLE LITERACIES IN PROJECT-BASED LEARNING COURSE ADAPTATION DESIGN PRINCIPLES 50499 UNIVERSITY OF CALIFORNIA LOS ANGELES 520 PORTOLA PLAZA LOS ANGELES CA 90095 GOV HISTORY THROUGH THE LENS OF DATA 100000 2057819 14 5399 18 -756 ROYALTY 15 149 MISCELLANEOUS 4545 4792 4545 9337 false false false false false false false false false false X X 1 SCHWAB CHARITABLE GIFT FUND 211 MAIN STREET FL 10 SAN FRANCISCO CA 94105 7191000 X 2 LEGO FOUNDATION HOJMARKSVEJ 8 BILLUND DA 7190 261895 X PRICEWATERHOUSECOOPERS LLP 66964 66964 NONE 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 DISCLOSURE ORGANIZATION MISSION AND OTHER DISCLOSURE DESCRIPTION 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 ACTIVITIES PART VIII-A: SUMMARY OF DIRECT CHARITABLE ACTIVITIES EDUTOPIA: 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. DELANGES, LINDER & DUEY, LLP 3896 1328 OLG, DEA, NAS, SMO & STE, P.C. 23089 23089 MORRISON AND FOERSTER LLP 24451 23021 COBALT LLP 2040 2040 SHARTSIS FRIESE LLP 21125 17014 REED SMITH LLP 52413 52413 UNREALIZED LOSS ON INVESTMENT 983 PRIOR PERIOD ADJUSTMENT 409 INSURANCE PREMIUMS 23896 23896 BANK CHARGES -107 -107 OP SUPPLIES MATERIALS & PRINT 28338 15036 FURNITURE AND EQUIPMENT 5526 4213 EMPLOYEE RECRUITING 129285 120573 ADVERTISING AND PROMOTION 239464 322872 HONORARIA AND STIPENDS 5000 5000 REPAIR AND MAINTENANCE 4225 4209 TELEPHONE AND WIFI ACCESS 40378 40366 WEB APPS, DUES, FEES, LICENSES 519446 533218 POSTAGE AND DELIVERY 4775 3845 ROYALTY INCOME 149 149 149 MISCELLANEOUS INCOME 4545 0 0 TREW KNOWLEDGE INC. 371394 309881 LULLABOT, INC. 209125 209125 RTI INTERNATIONAL 134243 134243 RILEY, HEATHER 107513 107513 VOX TELEVISION, INC. 86045 86045 MENLO EDUCATION RESEARCH, LLC 50538 50538 OVEREASY EDITORIAL, LLC 48090 48090 HYLTON KOPSHINSKY, DANIELLE 42936 53600 GIBSON, MARVA HINTON 42741 42741 ELMORE, INC. 40000 40000 CLANCEY, KELLY 38186 38186 REYES-CERON, DOUGLAS 33750 33750 MILLER, JENNIFER 32430 32430 KULMAN, LINDA 31500 31500 CREATIVE COMMONS 28750 28750 KIWI PARTNERS 26563 26563 HR OPTIONS 25594 25594 ARABELLA ADVISORS 25081 25081 ABD SHARED HR 24925 24925 GOTT ADVERTISING, LLC 21428 21428 TARANTO, SARAH 20634 20634 JACKSON, LEE 19150 19150 DESIGNLOUNGE, INC. 18818 18818 EDITCETERA 17588 17588 JONES IT CONSULTING, LLC 17413 17413 THOMAS, LAURA 16376 16376 CHUN, MARC 16350 16350 ZUCKERBROD, NANCY 15600 15600 EDUCATION FIRST 15000 15000 BRADLEY, LAURA 10372 10372 NATHAN BALFOUR 10100 10100 TIERNEY, GAVIN 10000 10000 ARENBERG, POLLY 10000 10000 TOTAL OF PROF'L SVC <$10,000 265445 261137