LUCAS MUSEUM OF NARRATIVE ART: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: LUCAS MUSEUM OF NARRATIVE ART (EIN 45-5600818)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-11
IRS object ID: 202243159349102929
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-11T17:05:03-06:00	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	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	% MICHAEL RIDER	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	MICHAEL RIDER	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	2137846575	PhoneNum
Signature	2022-11-09	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MICHAEL	PersonFirstNm
Person Last	RIDER	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	2022-11-05	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	$1,047,180,873	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	$200,000,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$293,744	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$293,744	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$293,744	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	-$224,887	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$93,301,018	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$246,800	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$206,408	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$246,800	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$200,315,657	TotalRevAndExpnssAmt
Total Net Invst Incm	$500,152	TotalNetInvstIncmAmt
Total Adj Net Incm	$540,544	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$927,568	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$927,568	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$6,655,994	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$6,689,516	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$1,375,108	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl	$1,449,643	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$746,561	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$808,087	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$192,634	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$166,674	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$2,400,271	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$171,681,564	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$28,247	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3,490	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$3,490	TaxesAdjNetIncmAmt
Deprec And Dpltn Rev And Expnss	$183,700	DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss	$721,283	OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl	$861,832	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$189,388	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$181,331	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$2,480,790	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$2,587,206	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$15,901,544	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,490	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$3,490	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$185,353,421	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$15,901,544	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,490	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$3,490	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$185,353,421	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$184,414,113	ExcessRevenueOverExpensesAmt
Net Investment Income	$496,662	NetInvestmentIncomeAmt
Adjusted Net Income	$537,054	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$2,044,360	CashBOYAmt
Cash EOY	$4,197,315	CashEOYAmt
Cash EOYFMV	$4,197,315	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$132,315,870	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$73,157,480	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$73,157,480	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$137,201	AcctRcvblAmt
Acct Rcvbl BOY	$134,092	AcctRcvblBOYAmt
Acct Rcvbl EOY	$137,201	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$137,201	AcctRcvblEOYFMVAmt
Inventories BOY	$200,970	InventoriesBOYAmt
Inventories EOY	$200,970	InventoriesEOYAmt
Inventories EOYFMV	$200,970	InventoriesEOYFMVAmt
Prepaid Expenses BOY	$1,444,766	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$1,617,224	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$1,617,224	PrepaidExpensesEOYFMVAmt
Corporate Stock BOY	$160,617,882	CorporateStockBOYAmt
Corporate Stock EOY	$137,311,534	CorporateStockEOYAmt
Corporate Stock EOYFMV	$137,311,534	CorporateStockEOYFMVAmt
Corporate Bonds EOY	$45,072,891	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$45,072,891	CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$785,784,622	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$298,364	LandBldgEquipAccumDeprecAmt
Land BOY	$602,574,023	LandBOYAmt
Land EOY	$785,486,258	LandEOYAmt
Land EOYFMV	$785,486,258	LandEOYFMVAmt
Other Assets BOY	$5,935	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$899,337,898	TotalAssetsBOYAmt
Total Assets EOY	$1,047,180,873	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,047,180,873	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$40,421,765	AccountsPayableBOYAmt
Accounts Payable EOY	$59,889,823	AccountsPayableEOYAmt
Total Liabilities BOY	$40,421,765	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$59,889,823	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$858,822,894	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$987,236,801	NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY	$93,239	DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY	$54,249	DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY	$858,916,133	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$987,291,050	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$899,337,898	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,047,180,873	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$858,916,133	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$184,414,113	ExcessRevenueOverExpensesAmt
Subtotal	$1,043,330,246	SubtotalAmt
Other Decreases	$56,039,196	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$987,291,050	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
How Acquired	P	HowAcquiredCd
Gain Or Loss	$0	GainOrLossAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$0	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$0	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$6,904	InvestmentIncomeExciseTaxAmt
Subtotal	$6,904	SubtotalAmt
Tax Based On Investment Income	$6,904	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$95,281	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$95,281	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$88,377	OverpaymentAmt
Applied To ES Tax	$88,377	AppliedToESTaxAmt

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	MICHAEL RIDER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2137846575	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	$927,568	$17,743	$24,776

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
EMMETT D CARSON
700 S FLOWER STREET	LOS ANGELES	CA	90017	CHIEF OPER. OFFICER	40.0	$742,574	$10,314	$103
KAREN PILAR TOMPKINS
700 S FLOWER STREET	LOS ANGELES	CA	90017	CHIEF CURATOR	40.0	$310,000	$41,146	$448
KEITH L PREWITT
700 S FLOWER STREET	LOS ANGELES	CA	90017	MD SECURITY	40.0	$257,028	$16,559	$337
DANIEL ELLIOT INUKAI
700 S FLOWER STREET	LOS ANGELES	CA	90017	TECHNOLOGY	40.0	$255,100	$16,069	$410
GERMONIQUE REDEANIA ULMER
700 S FLOWER STREET	LOS ANGELES	CA	90017	MD SOCIAL IMPACT	40.0	$216,400	$34,677	$338

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	42	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	$132,832,845
KREYSLER & ASSOCIATES
501 GREEN ISLAND ROAD	AMERICAN CANYON	CA	94503	CONSTRUCTION	$15,869,922
STANTEC ARCHITECTURE INC
100 CALIFORNIA ST 1000	SAN FRANCISCO	CA	94111	CONSTRUCTION	$3,331,736
LESLIE E ROBERTSON
40 WALL STREET	NEW YORK	NY	10005	CONSTRUCTION	$2,153,131
JONES LANG LASALLE AMERICAS INC
2049 CENTURY PARK E	LOS ANGELES	CA	90067	CONSTRUCTION	$1,766,617

Field	Value	IRS element (for citing)
Contractor Paid Over50k	70	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	$217,996,370	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	$156,324,017	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$142,446,826	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$298,770,843	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$298,770,843	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,481,563	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$294,289,280	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$14,714,464	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	$185,353,421	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$32,644,949	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$217,998,370	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	$537,054	CurrentYearAmt
Year1	$2,352,145	Year1Amt
Year2	$13,926,941	Year2Amt
Year3	$1,502,311	Year3Amt
Total	$18,318,451	TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

Field	Value	IRS element (for citing)
Current Year	$456,496	CurrentYearAmt
Year1	$1,999,323	Year1Amt
Year2	$11,837,900	Year2Amt
Year3	$1,276,964	Year3Amt
Total	$15,570,683	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$217,998,370	CurrentYearAmt
Year1	$297,038,083	Year1Amt
Year2	$326,124,969	Year2Amt
Year3	$239,928,606	Year3Amt
Total	$1,081,090,028	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	$217,998,370	CurrentYearAmt
Year1	$297,038,083	Year1Amt
Year2	$326,124,969	Year2Amt
Year3	$239,928,606	Year3Amt
Total	$1,081,090,028	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	$9,809,643	CurrentYearAmt
Year1	$9,992,767	Year1Amt
Year2	$9,284,628	Year2Amt
Year3	$3,826,558	Year3Amt
Total	$32,913,596	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

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	$293,744	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

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$224,887	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt	Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
ROYALTIES	15	$206,408
MISCELLANEOUS INCOME			$40,392

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$275,265	ExclusionAmt
Related Or Exempt Function Incm	$40,392	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$315,657	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	11C	LineNumberTxt
Relationship Statement	REFUNDS	RelationshipStatementTxt

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	JP MORGAN CHARITABLE GIVING FUND	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	165 TOWNSHIP LINE ROAD SUITE 1200	AddressLine1Txt
City	JENKINTOWN	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19046	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$200,000,000	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	$192,634	Amt
Disbursements Charitable Prps	$166,674	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 504,691 298,364 206,327 CIP - BUILDING PROJECT 785,279,931 --------------------------------------------- TOTAL 504,691 298,364 785,486,258 ============================================= FORM 990-PF, PART I, LINE 19 ---------------------------- DEPRECIATION EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2021: 183,700	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	$45,072,891	EOYBookValueAmt
EOYFMV	$45,072,891	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	$137,311,534	EOYBookValueAmt
EOYFMV	$137,311,534	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (12 entries)

CategoryCategoryTxt	Legal FeesLegalFeesAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADLER & COLVIN	$16,481	$18,806
DELAGNES, LINDER & DUEY, LLP	$122,176	$127,363
GOLAN CHRISTIE TAGLIA LLP	$18,759	$27,584
GONSOWSKI LAW, PLLC	$69,687	$66,274
GORDON & REES	$185,145	$194,518
HIRSCHFELD KRAEMER LLP	$28,066	$28,066
KASTNER KIM LLP	$2,970	$2,970
LAGERLOFF LLP	$17,670	$20,640
PBW&T LLP	$55,392	$70,497
REED SMITH LLP	$225,430	$246,584
SHARTSIS FRIESE LLP	$1,001	$1,001
STOUT THOMAS & JOHNSON	$3,784	$3,784

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
ART ACQUISITION AND LOGISTIC COSTS	$32,577,623
UNREALIZED LOSS	$23,461,573

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES	$385,855	$312,359
BANK FEES	$135
EQUIPMENT AND SOFTWARE	$358,074	$353,004
LICENCES, FEES & PERMITS	$30,702	$30,702
INSURANCE	$488,775	$598,402
ART STORAGE AND TRANSPORT	$1,184,192	$1,257,309
MISCELLANEOUS EXPENSE	$33,057	$35,430

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
ROYALTIES	$206,408	$206,408	$206,408
MISCELLANEOUS INCOME	$40,392		$40,392

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXHIBITION/MUSEUM FEES	$186,445	$231,756
PUBLIC RELATIONS	$250,000	$250,000
RECRUITING	$19,340	$19,750
OTHER	$855,273	$887,683
STRATEGIC PLANNING	$1,071,878	$1,122,878
COMMUNICATION	$17,335	$18,215
MUSEUM DESIGN AND DEVELOPMENT		$169,151,282

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
FEDERAL EXCISE TAX	$24,757
CALIFORNIA INCOME TAX	$3,490	$3,490	$3,490