GEORGE LUCAS EDUCATIONAL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE LUCAS EDUCATIONAL FOUNDATION (EIN 68-0065687)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-17
- IRS object ID
- 202212909349100746
- Schema version
- 2021v4.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-17T13:31:48-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680065687 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE LUCAS EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LILLY FU | InCareOfNm |
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 4156621600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3494 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94912 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN D ARNOLD | PersonNm |
| Person Title | VICE CHAIR/CFO | PersonTitleTxt |
| Phone | 4156621600 | PhoneNum |
| Signature | 2022-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN D | PersonFirstNm |
| Person Last | ARNOLD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS L PATTON | PreparerPersonNm |
| PTIN | P00369623 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Preparation | 2022-09-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,425,809 | 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 | $14,665,000 | ContriRcvdRevAndExpnssAmt |
| Incm Modifications Adj Net Incm | $231 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $129 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $129 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $360 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $14,665,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $591 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $658,150 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $658,150 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,401,798 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,397,620 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $973,841 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $968,723 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $115,511 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $101,730 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61,587 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $61,587 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,743,393 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,725,615 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $38,148 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $33,206 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,898 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $839,721 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $859,796 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,865,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,806,119 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,838,015 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,713,246 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,703,370 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,519,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,961,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $129 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $591 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,446,382 | CashBOYAmt |
| Cash EOY | $5,743,554 | CashEOYAmt |
| Cash EOYFMV | $5,743,554 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $499,768 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $499,768 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $92,756 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $138,120 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $138,120 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $523,759 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $479,392 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $57,054 | LandBOYAmt |
| Land EOY | $44,367 | LandEOYAmt |
| Land EOYFMV | $44,367 | LandEOYFMVAmt |
| Total Assets BOY | $3,596,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,425,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,425,809 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $559,259 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $443,617 | AccountsPayableEOYAmt |
| Grants Payable BOY | $141,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $125,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $700,759 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $568,617 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,895,433 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,857,192 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $4,000,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,895,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,857,192 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,596,192 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,425,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,895,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,961,759 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,857,192 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,857,192 | 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 | $2 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2 | SubtotalAmt |
| Tax Based On Investment Income | $2 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2 | 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 |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | 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.EDUTOPIA.ORG & WWW.LUCASEDRESEARCH.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LILLY FU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156621614 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3494 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94912 | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 1.0 | $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 | EDUTOPIA EXECUTIVE DIRECTOR | 50.0 | $337,506 | $47,928 | $0 |
| KRISTIN DE VIVO | ||||||||
| PO BOX 3494 | SAN RAFAEL | CA | 94912 | SECRETARY/LER EXECUTIVE DIR. | 50.0 | $320,644 | $33,131 | $0 |
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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN MERRILL | ||||||||
| PO BOX 3494 | SAN RAFAEL | CA | 94912 | CHIEF CONTENT OFC | 50.0 | $250,779 | $26,651 | $0 |
| LILLY FU | ||||||||
| PO BOX 3494 | SAN RAFAEL | CA | 94912 | SR. DIR. FIN & ADMIN | 50.0 | $214,909 | $31,030 | $0 |
| KARISSA SPARKS | ||||||||
| PO BOX 3494 | SAN RAFAEL | CA | 94912 | HEAD MKG & ANALYTICS | 50.0 | $184,220 | $28,808 | $0 |
| ERIC HESTENES | ||||||||
| PO BOX 3494 | SAN RAFAEL | CA | 94912 | DIR. OF ENGINEERING | 50.0 | $169,885 | $24,926 | $0 |
| SHEREE SANTOS | ||||||||
| PO BOX 3494 | SAN RAFAEL | CA | 94912 | DIR. USER EXPERIENCE | 50.0 | $145,116 | $17,109 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 26 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LULLABOT INC | |||||
| PO BOX 417568 | BOSTON | MA | 02241 | SOFTWARE DEVELOPMENT | $553,175 |
| RTI INTERNATIONAL | |||||
| PO BOX 900002 | RALEIGH | NC | 276759000 | SOFTWARE DEVELOPMENT | $455,940 |
| UP UP COMMUNICATIONS | |||||
| 317 WEST 93RD STREET 4B | NEW YORK | NY | 10025 | COMMUNICATION CONSLT | $154,975 |
| MENLO EDUCATION RESEARCH LLC | |||||
| 2143 HARKINS AVE | MENLO PARK | CA | 94025 | RESEARCH ADVISORY | $146,481 |
| SCOUT LEARNING LLC | |||||
| 1214 W BOSTON POST ROAD 219 | MAMARONECK | NY | 10543 | PARTNERSHIP DEVELMNT | $106,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUTOPIA AND LUCAS EDUCATION RESEARCH. (SEE ATTACHMENT) | Description1Txt |
| Expenses1 | $8,806,119 | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,414,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,414,755 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,414,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,348,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,427 | 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 | $11,519,365 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $25,459 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $11,544,824 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1993-08-30 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $129 | CurrentYearAmt |
| Year1 | $143 | Year1Amt |
| Year2 | $770 | Year2Amt |
| Year3 | $414 | Year3Amt |
| Total | $1,456 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $110 | CurrentYearAmt |
| Year1 | $122 | Year1Amt |
| Year2 | $655 | Year2Amt |
| Year3 | $352 | Year3Amt |
| Total | $1,239 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,544,594 | CurrentYearAmt |
| Year1 | $10,873,842 | Year1Amt |
| Year2 | $10,105,905 | Year2Amt |
| Year3 | $11,222,794 | Year3Amt |
| Total | $43,747,135 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,713,015 | CurrentYearAmt |
| Year1 | $2,911,313 | Year1Amt |
| Year2 | $3,100,537 | Year2Amt |
| Year3 | $3,864,713 | Year3Amt |
| Total | $12,589,578 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,831,579 | CurrentYearAmt |
| Year1 | $7,962,529 | Year1Amt |
| Year2 | $7,005,368 | Year2Amt |
| Year3 | $7,358,081 | Year3Amt |
| Total | $31,157,557 | 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 | $144,952 | CurrentYearAmt |
| Year1 | $140,800 | Year1Amt |
| Year2 | $171,919 | Year2Amt |
| Year3 | $162,487 | Year3Amt |
| Total | $620,158 | 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 |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| HARVARD UNIVERSITY | |||||||
| 1033 MASSACHUSETTS AVENUE 5TH FLOO | CAMBRIDGE | MA | 02138 | PC | DEMOCRATIC KNOWLEDGE PROJECT | $1,100,000 | |
| MICHIGAN STATE UNIVERSITY | |||||||
| INSTITUTE FOR RESEARCH ON TEACHING | EAST LANSING | MI | 48824 | GOV | MULTIPLE LITERACIES IN PROJECT-BASED LEARNING COURSE ADAPTATION FOR VIRTUAL AND HYBRID ENVIRONMENTS | $564,378 | 620 FARM LANE ERICKSON HALL ROOM |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT ST ROOM P-221 | PHILADELPHIA | PA | 191046205 | PC | PROJECT BASED LEARNING TEACHING CORE PRACTICES FRAMEWORK | $473,649 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3720 SOUTH FLOWER ST 3RD FLOOR | LOS ANGELES | CA | 900890701 | PC | PROJECT BASED LEARNING KNOWLEDGE IN ACTION MATURATION STUDY | $185,219 | |
| UNIVERSITY OF COLORADO - BOULDER | |||||||
| 3100 MARINE STREET 572 UCB | BOULDER | CO | 80309 | GOV | EQUITY RESEARCH FOR INTERDISCIPLINARY PBL | $50,000 | |
| NORTHWESTERN UNIVERSITY | |||||||
| 750 N LAKE SHORE DRIVE RUBLOFF 7 | CHICAGO | IL | 60611 | PC | EQUITY RESEARCH FOR INTERDISCIPLINARY PBL | $50,000 | |
| NEW YORK UNIVERSITY | |||||||
| 665 BROADWAY | NEW YORK | NY | 10012 | PC | EQUITY RESEARCH FOR INTERDISCIPLINARY PBL | $50,000 | |
| UNIVERSITY OF TEXAS - AUSTIN | |||||||
| 3925 W BRAKER LANE STREET 3340 | AUSTIN | TX | 78759 | GOV | USING DATA SCIENCE TO EMPOWER STUDENTS | $75,000 | |
| MATH ACTION | |||||||
| 4118 LYMAN ROAD | OAKLAND | CA | 94602 | PC | TOWARDS ZERO HUNGER DATA SCIENCE PROJECT | $75,000 | |
| STANFORD UNIVERSITY | |||||||
| 485 BROADWAY 3RD FLOOR | REDWOOD CITY | CA | 94063 | PC | CO-DESIGN HIGH SCHOOL CURRICULUM WITH FOCUS ON ASSESSMENTS | $90,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,713,246 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNIVERSITY OF CALIFORNIA - BERKELEY | ||||||
| 1608 FOURTH STREET | BERKELEY | CA | 94710 | GOV | EQUITY RESEARCH FOR INTERDISCIPLINARY PBL | $50,000 |
| UNIVERSITY OF CALIFORNIA - LOS ANGELES | ||||||
| 520 PORTOLA PLAZA | LOS ANGELES | CA | 90095 | GOV | HISTORY THROUGH THE LENS OF DATA | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $125,000 | TotalGrantOrContriApprvFutAmt |
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 | |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $129 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $129 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SCHWAB CHARITABLE GIFT FUND | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 MAIN STREET FL 10 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,665,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRICEWATERHOUSECOOPERS LLP | CategoryTxt |
| Amt | $61,587 | Amt |
| Disbursements Charitable Prps | $61,587 | 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 (4 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| PART I, LINE 19: | PART I, LINE 19: | DESCRIPTION DATE COST ACCUMULATED METHOD/LIFE CURRENT YR ACQUIRED DEPRECIATION DEPRECIATION ----------------------------------------------------------------- MACHINERY VARIOUS 225,407 (225,407) SL/5 YR 3,824 & EQUIPMENT COMP EQUIP. VARIOUS 291,017 (248,967) SL/3 YR 32,471 SOFTWARE VARIOUS 7,335 (5,018) SL/3 YR 1,853 ------- --------- ------- TOTAL 523,759 (479,392) 38,148 ======= ========= ======= |
| PART I, LINE 20 & PART VII-B, LINE 1(A)(3): | PART I, LINE 20 & PART VII-B, LINE 1(A)(3): | DUE TO GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE BOOKS OF THE FOUNDATION REFLECT OCCUPANCY/RENT EXPENSE OF $352,511. 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 (PRE-K THROUGH 12) EDUCATION SO ALL STUDENTS CAN THRIVE IN THEIR STUDIES, CAREERS, AND ADULT LIVES. GLEF FOCUSES ON PRACTICES AND PROGRAMS THAT HELP STUDENTS ACQUIRE AND EFFECTIVELY APPLY THE KNOWLEDGE, ATTITUDES, SKILLS AND BELIEFS TO ACHIEVE THEIR FULL POTENTIAL. GLEF'S PRIMARY ACTIVITIES INCLUDE: 1) IDENTIFYING, DESCRIBING, AND PROMOTING EFFECTIVE MODELS AND INNOVATIONS IN PRE-K THROUGH 12 EDUCATION BY PRODUCING VIDEO AND OTHER DIGITAL MEDIA; AND 2) FUNDING AND DEVELOPING RESEARCH TO IDENTIFY AND EVALUATE RIGOROUS PRACTICES FOR LEARNERS, EDUCATORS AND SCHOOLS. GLEF'S INTENTION IS TO SHARE A LARGER VISION (ENHANCED BY RESEARCH AND CASE STUDIES) OF THE LEARNING PROCESS TO STIMULATE THE UNDERSTANDING AND INVOLVEMENT OF STAKEHOLDERS AND TO GUIDE THEIR CHOICES IN REDESIGNING SCHOOLS AND SCHOOL SYSTEMS. GLEF'S WORK IS ORGANIZED AROUND ITS CORE STRATEGIES FOR BETTER SCHOOLS: PROJECT-BASED LEARNING, SOCIAL AND EMOTIONAL LEARNING, COMPREHENSIVE ASSESSMENT, INTEGRATED STUDIES, TEACHER LEADERS, AND TECHNOLOGY INTEGRATION. GLEF'S AUDIENCE INCLUDES DIVERSE STAKEHOLDERS INVOLVED IN SCHOOL IMPROVEMENT, INCLUDING PRE-K THROUGH 12 EDUCATORS (TEACHERS AND ADMINISTRATORS), SCHOOL BOARD MEMBERS, COLLEGE FACULTY, RESEARCHERS, ACTIVE PARENTS, AND LEADERS IN BUSINESS, GOVERNMENT, AND NONPROFIT ORGANIZATIONS. |
| PART IX-A: SUMMARY OF DIRECT CHARITABLE ACTIVITIES | PART IX-A: SUMMARY OF DIRECT CHARITABLE ACTIVITIES | EDUTOPIA: EDUTOPIA HAS UNDERTAKEN A WIDE RANGE OF ACTIVITIES THAT HAVE LED TO ITS STEADY GROWTH THROUGH THE YEARS AS ONE OF AMERICA'S PREEMINENT SOURCES FOR INSPIRATION, INFORMATION, AND PRACTICAL STRATEGIES ABOUT WHAT WORKS IN PREK-12 EDUCATION. IN 2021, EDUTOPIA PRODUCED, PUBLISHED AND PROMOTED 700 NEW PIECES OF CONTENT (VIDEOS, ARTICLES, SOCIAL MEDIA SHORTS), ACROSS GRADE LEVELS AND TOPICS, SERVING MORE THAN 22 MILLION EDUTOPIA.ORG USERS AND GENERATING MORE THAN 42 MILLION WEBSITE SESSIONS. WE PROVIDED TRUSTED INFORMATION AND THOUGHTFUL PERSPECTIVE TO EMPOWER TEACHERS, SCHOOL ADMINISTRATORS, ACTIVE PARENTS, AND OTHERS WHO SEEK SOLUTIONS FOR LEARNING AND TEACHING. DURING THIS YEAR, EDUTOPIA LAUNCHED THE RESEARCH IS IN, A MONTHLY NEWSLETTER CHALLENGING ASSUMPTIONS AND PROPOSING BOLD, EVIDENCE-BASED STRATEGIES THAT CHANGE MINDS AND TRANSFORM CLASSROOMS VIA A COMPILATION OF FEATURE STORIES AND VIDEOS, INTERVIEWS WITH LEADING RESEARCHERS, HIGHLIGHTS FROM LEADING JOURNALS AND ORGANIZATIONS, AND COMPELLING DATA VISUALIZATIONS. EDUTOPIA CONTENT WAS ALSO DISSEMINATED ACROSS SOCIAL MEDIA CHANNELS AND REPOSTED OR REPRINTED BY INFLUENTIAL ORGANIZATIONS INCLUDING THE U.S. DEPARTMENT OF EDUCATION, THE WASHINGTON POST, THE NEW TEACHER CENTER, AND MANY GRADUATE SCHOOLS OF EDUCATION AND PROFESSIONAL DEVELOPMENT PROVIDERS. LUCAS EDUCATION RESEARCH: AT LUCAS EDUCATION RESEARCH (LER), WE BELIEVE AUTHENTIC, CHALLENGING, AND ACTIVE LEARNING EXPERIENCES OPTIMIZE OPPORTUNITIES FOR ALL STUDENTS TO PRODUCTIVELY PARTICIPATE AND LEAD IN AN INCREASINGLY DIVERSE AND DYNAMIC SOCIETY. IN ORDER TO BUILD AN EVIDENCE BASE TO SUPPORT THESE PRACTICES, WE PROVIDE HIGHLY SELECTIVE AND COLLABORATIVE GRANTS DESIGNED TO DEVELOP PROJECT-BASED PROGRAMS AND TO STUDY THEIR EFFECTIVENESS IN K-12 SCHOOLS. IN 2021, LER MAINTAINED COLLABORATIONS WITH MAJOR PARTNERSHIPS CONDUCTING EDUCATIONAL RESEARCH IN K-12 PUBLIC SCHOOLS IN CALIFORNIA, MICHIGAN, PENNSYLVANIA, WISCONSIN, AND MASSACHUSETTS. IN ADDITION, LER LAUNCHED NEW PARTNERSHIPS RELATED TO THE STUDY OF EQUITABLE PRACTICES AND INTERDISCIPLINARY DATA SCIENCES FOR PROJECT-BASED LEARNING. IN FEBRUARY, A PRESS RELEASE RELATED TO PROJECT-BASED LEARNING RESEARCH FINDINGS RESULTED IN SIGNIFICANT PICK-UP IN EDUCATION RELATED MAGAZINES AND OTHER NEWS ORGANIZATIONS. A COLLABORATION WITH EDUTOPIA ALSO FACILITATED THE CAMPAIGN TO RAISE AWARENESS ABOUT THE IMPLICATIONS OF THESE RESEARCH FINDINGS. UPON COMPLETION OF THIS CAMPAIGN, LER SHIFTED THE FOCUS TO NEW PARTNERSHIPS FOCUSED ON THE DESIGN AND STUDY OF INTEGRATED STUDIES IN PROJECT BASED LEARNING. THIS WORK STARTED WITH A LANDSCAPE ANALYSIS AND LITERATURE REVIEW TO DEVELOP THE STRATEGIC PLAN FOR THIS TRANSITION OF THE RESEARCH PROGRAMS FOR 2022. |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (6 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DELANGES, LINDER & DUEY, LLP | $13,271 | $8,445 |
| OLG, DEA, NAS, SMO & STE, P.C. | $18,765 | $17,310 |
| MORRISON AND FOERSTER LLP | $20,961 | $16,786 |
| ADLER & COLVIN | $145 | $145 |
| SHARTSIS FRIESE LLP | $11,375 | $8,050 |
| REED SMITH LLP | $50,994 | $50,994 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE PREMIUMS | $29,984 | $29,984 |
| BANK CHARGES | -$491 | -$491 |
| OP SUPPLIES MATERIALS & PRINT | $39,381 | $34,287 |
| FURNITURE AND EQUIPMENT | $5,956 | $5,533 |
| EMPLOYEE RECRUITING | $2,575 | $2,575 |
| ADVERTISING AND PROMOTION | $221,083 | $205,193 |
| HONORARIA AND STIPENDS | $76,000 | $76,000 |
| REPAIR AND MAINTENANCE | $6,228 | $6,228 |
| LEGAL SETTLEMENT | $4,651 | $0 |
| TELEPHONE AND WIFI ACCESS | $8,096 | $8,086 |
| WEB APPS, DUES, FEES, LICENSES | $410,116 | $456,956 |
| POSTAGE AND DELIVERY | $4,827 | $4,130 |
| EXPENSES PAID TO NON STAFF | $1,105 | $1,105 |
| COVID-19 REMOTE OFFICE EXPENSE | $29,963 | $29,963 |
| DONATIONS | $247 | $247 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (41 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LULLABOT, INC. | $553,175 | $553,175 |
| RTI INTERNATIONAL | $455,940 | $455,940 |
| UP UP COMMUNICATIONS LLC | $154,975 | $154,975 |
| MENLO EDUCATION RESEARCH, LLC | $146,481 | $146,481 |
| PROZES, GILLIAN | $106,000 | $106,000 |
| RILEY, HEATHER J. | $92,700 | $92,700 |
| LASLOCKY, MEGHAN | $63,865 | $63,865 |
| ABD SHARED HR | $59,380 | $59,380 |
| THIRD SECTOR STRATEGY LLC | $53,600 | $53,600 |
| DESIGNLOUNGE, INC | $50,628 | $50,628 |
| VOX TELEVISION INC. | $42,185 | $42,185 |
| REYES-CERON, DOUGLAS | $41,500 | $41,500 |
| JACKSON, LEE | $41,350 | $41,350 |
| GIBSON, MARVA HINTON | $39,950 | $39,950 |
| OVEREASY EDITORIAL, LLC | $37,893 | $37,893 |
| ZUCKERBROD, NANCY | $37,425 | $37,425 |
| CHUN, MARC | $32,000 | $32,000 |
| ARENBERG, POLLY | $30,000 | $30,000 |
| GOTT ADVERTISING, LLC | $29,907 | $29,907 |
| MILLER, JENNIFER | $29,575 | $29,575 |
| SOVDE, DOUGLAS | $27,300 | $27,300 |
| EDUCATION FIRST | $25,000 | $25,000 |
| NANSEN LLC | $24,938 | $24,938 |
| TIERNEY, GAVIN | $24,725 | $24,725 |
| TREW KNOWLEDGE INC. | $24,675 | $24,675 |
| TARANTO, SARAH | $24,321 | $24,321 |
| BRIDGES CONSULTING, LLC | $22,713 | $22,713 |
| MCVEY, JANE | $21,910 | $21,910 |
| THING-MAN LLC | $19,875 | $19,875 |
| THOMAS, LAURA | $18,510 | $18,510 |
| AFRIDI, SARA | $15,200 | $15,200 |
| FELD, CAROLE | $14,828 | $14,828 |
| HYLTON KOPSHINSKY, DANIELLE | $14,417 | $14,417 |
| EDITCETERA | $14,388 | $14,388 |
| COLLABORATIVE COMM GROUP, INC. | $14,050 | $14,050 |
| PROCORE HR SOLUTIONS | $13,950 | $13,950 |
| JUNTILLA, CARLO JEROME | $13,350 | $13,350 |
| SCHEER, RACHEL | $13,200 | $13,200 |
| JONES IT CONSULTING, LLC | $11,150 | $11,150 |
| BIO SCIENCES CURRICULUM STUDY | $10,000 | $10,000 |
| TOTAL OF PROF'L SVC <$10,000 | $276,364 | $258,586 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
Comments