BETA

GEORGE LUCAS EDUCATIONAL FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GEORGE LUCAS EDUCATIONAL FOUNDATION (EIN 68-0065687)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-01
IRS object ID
202122749349100407
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-01T12:26:35-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers 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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-09-21SignatureDt
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 PersonMICHELLE G MICHALOWSKIPreparerPersonNm
PTINP00755304PTIN
Phone2024141000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,596,192FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,510,232ContriRcvdRevAndExpnssAmt
Other Income Rev And Expnss$347OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$143OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$143OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$10,510,579TotalRevAndExpnssAmt
Total Net Invst Incm$143TotalNetInvstIncmAmt
Total Adj Net Incm$143TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$665,885CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$665,885CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$3,263,140OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$3,152,082OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$919,476PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$913,618PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$119,701LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$79,894LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$65,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$65,700AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,130,456OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$1,923,157OtherProfFeesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$41,226DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$52,280TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$52,280TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,024,932OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,079,671OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,282,796TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,932,287TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,052,813ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,911,313ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,335,609TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,843,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$825,030ExcessRevenueOverExpensesAmt
Net Investment Income$143NetInvestmentIncomeAmt
Adjusted Net Income$143AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,853,485CashBOYAmt
Cash EOY$3,446,382CashEOYAmt
Cash EOYFMV$3,446,382CashEOYFMVAmt
Prepaid Expenses BOY$105,100PrepaidExpensesBOYAmt
Prepaid Expenses EOY$92,756PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$92,756PrepaidExpensesEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$498,299LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$441,245LandBldgEquipAccumDeprecAmt
Land BOY$68,038LandBOYAmt
Land EOY$57,054LandEOYAmt
Land EOYFMV$57,054LandEOYFMVAmt
Total Assets BOY$5,026,623TotalAssetsBOYAmt
Total Assets EOY$3,596,192TotalAssetsEOYAmt
Total Assets EOYFMV$3,596,192TotalAssetsEOYFMVAmt
Accounts Payable BOY$906,160AccountsPayableBOYAmt
Accounts Payable EOY$559,259AccountsPayableEOYAmt
Grants Payable BOY$400,000GrantsPayableBOYAmt
Grants Payable EOY$141,500GrantsPayableEOYAmt
Total Liabilities BOY$1,306,160TotalLiabilitiesBOYAmt
Total Liabilities EOY$700,759TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,596,719NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,895,433NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$123,744DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$0DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,720,463TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,895,433TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,026,623TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,596,192TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,720,463TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$825,030ExcessRevenueOverExpensesAmt
Subtotal$2,895,433SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,895,433TotNetAstOrFundBalancesEOYAmt
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$2InvestmentIncomeExciseTaxAmt
Subtotal$2SubtotalAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$2TaxDueAmt

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 StateDCOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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.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 RAFAELCA94912DIRECTOR1.0$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/EDUTOPIC EXEC DIR.50.0$341,560$51,499$0
KRISTIN DE VIVO
PO BOX 3494SAN RAFAELCA94912LER EXECUTIVE DIRECTOR50.0$324,325$29,281$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
STEVEN MERRILL
PO BOX 3494SAN RAFAELCA94912CHIEF CONTENT OFC50.0$243,450$25,364$0
LILLY FU
PO BOX 3494SAN RAFAELCA94912SR. DIR. FIN & ADMIN50.0$220,778$41,380$0
KARISSA SPARKS
PO BOX 3494SAN RAFAELCA94912HEAD MKG & ANALYTICS50.0$189,270$25,619$0
ERIC HESTENES
PO BOX 3494SAN RAFAELCA94912DIR. OF ENGINEERING50.0$187,580$34,723$0
PAMELA HASTINGS
PO BOX 3494SAN RAFAELCA94912DIR. USER EXPERIENCE50.0$155,962$26,885$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k29OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
RTI INTERNATIONAL
PO BOX 900002RALEIGHNC27675SOFTWARE DEVELOPMENT$247,728
LULLABOT
PO BOX 417568BOSTONMA02241SOFTWARE DEVELOPMENT$184,373
MENLO EDUCATION RESEARCH LLC
2143 HARKINS AVEMENLO PARKCA94025RESEARCH ADVISORY$164,584
BIOLOGICAL SCIENCES CURRICULUM STUDY
5415 MARK DABLING BLVDCOLORADO SPRINGSCO80918CURRICULUM REVIEW$144,700
VOX TELEVISION
50 HUNT STREETWATERTOWNMA02472VIDEO PRODUCTION$125,691
FieldValueIRS element (for citing)
Contractor Paid Over50k10ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EDUTOPIA AND LUCAS EDUCATION RESEARCH. (SEE ATTACHMENT)Description1Txt
Expenses1$7,932,287Expenses1Amt

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$4,288,340AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,288,340TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,288,340AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$64,325CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,224,015NetVlNoncharitableAssetsAmt
Minimum Investment Return$211,201MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,843,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$30,242CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$10,873,842QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,873,842AdjustedQualifyingDistriAmt

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$143CurrentYearAmt
Year1$770Year1Amt
Year2$414Year2Amt
Year3$61,436Year3Amt
Total$62,763TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$122CurrentYearAmt
Year1$655Year1Amt
Year2$352Year2Amt
Year3$52,221Year3Amt
Total$53,350TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$10,873,842CurrentYearAmt
Year1$10,105,905Year1Amt
Year2$11,222,794Year2Amt
Year3$13,234,797Year3Amt
Total$45,437,338TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$2,911,313CurrentYearAmt
Year1$3,100,537Year1Amt
Year2$3,864,713Year2Amt
Year3$4,078,210Year3Amt
Total$13,954,773TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$7,962,529CurrentYearAmt
Year1$7,005,368Year1Amt
Year2$7,358,081Year2Amt
Year3$9,156,587Year3Amt
Total$31,482,565TotalAmt

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$140,800CurrentYearAmt
Year1$171,919Year1Amt
Year2$162,487Year2Amt
Year3$135,917Year3Amt
Total$611,123TotalAmt

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
UNIVERSITY OF COLORADO
3100 MARINE STREET 572 UCBBOUDLERCO80309GOVEXPLORING THE ENABLING CONDITIONS FOR HIGH-QUALITY PBL$10,000
UNIVERSITY OF COLORADO
3100 MARINE STREET 572 UCBBOULDERCO80309GOVPROJECT BASED LEARNING 9TH GRADE COURSE IN ENGLISH LANGUAGE ARTS: DESIGN, DEVELOPMENT, AND EVALUATION$100,000
MICHIGAN STATE UNIVERSITY
INSTITUTE FOR RESEARCH ON TEACHINGEAST LANSINGMI48824GOVPROJECT BASED LEARNING 3RD AND 4TH GRADE INTERDISCIPLINARY COURSES: DESIGN, DEVELOPMENT, AND EVALUATION$700,234620 FARM LANE ERICKSON HALL ROOM
MICHIGAN STATE UNIVERSITY
INSTITUTE FOR RESEARCH ON TEACHINGEAST LANSINGMI48824GOV5TH GRADE ENGINEERING COURSE: DESIGN, DEVELOPMENT, AND EVALUATION$250,000620 FARM LANE ERICKSON HALL ROOM
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET ROOM P-221PHILADELPHIAPA191046205PCEXPLORING THE ENABLING CONDITIONS FOR HIGH-QUALITY PBL$10,000
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET ROOM P-221PHILADELPHIAPA191046205PCPROJECT BASED LEARNING TEACHING CORE PRACTICES FRAMEWORK$880,347
UNIVERSITY OF SOUTHERN CALIFORNIA
3720 SOUTH FLOWER STREET 3RD FLOORLOS ANGELESCA900890701PCPROJECT BASED LEARNING KNOWLEDGE IN ACTION MATURATION STUDY$593,905
UNIVERSITY OF SOUTHERN CALIFORNIA
3720 SOUTH FLOWER STREET 3RD FLOORLOS ANGELESCA900890701PCEFFICACY STUDY OF THE KNOWLEDGE IN ACTION AP U.S. PHYSICS$87,608
SAN FRANCISCO UNIFIED SCHOOL DISTRICT
25TH AVENUESAN FRANCISCOCA94121GOVPROJECT BASED LEARNING MIDDLE SCHOOL SCIENCE IMPLEMENTATION IN DISTRICT$39,081
MICHIGAN STATE UNIVERSITY
INSTITUTE FOR RESEARCH ON TEACHINGEAST LANSINGMI48824GOVMULTIPLE LITERACIES IN PROJECT-BASED LEARNING COURSE ADAPTATION FOR VIRTUAL AND HYBRID ENVIRONMENTS$150,000620 FARM LANE ERICKSON HALL ROOM
UNIVERSITY OF WISCONSIN-MADISON
21 N PARK STREET SUITE 6401MADISONWI537151218GOVEXPLORING THE ENABLING CONDITIONS FOR HIGH-QUALITY PBL$10,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3720 SOUTH FLOWER ST 3RD FLOORLOS ANGELESCA900890701PCLOS ANGELES UNITIED SCHOOL DISTRICT - KNOWLEDGE IN ACTION CASE STUDY, WAVE 3 AND POLL STUDY$80,138
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,911,313TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1HARVARD UNIVERSITYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11033 MASSACHUSETTS AVENUE 5TH FLOOAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeDEMOCRATIC KNOWLEDGE PROJECTGrantOrContributionPurposeTxt
Amt$141,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$141,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
ROYALTY15$143
OTHER INCOME$204

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$143ExclusionAmt
Related Or Exempt Function Incm$204RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$347TotalIncomeProducingActyAmt

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 ContributionPersonContributionInd
SCHWAB CHARITABLE GIFT FUND
1211 MAIN STREET FL 10SAN FRANCISCOCA94105$10,510,000Yes (X)
OTHER PUBLIC CONTRIBUTIONS 5000
2PO BOX 3494SAN RAFAELCA94912$232Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPRICEWATERHOUSECOOPERS LLPCategoryTxt
Amt$65,700Amt
Disbursements Charitable Prps$65,700DisbursementsCharitablePrpsAmt

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 225,407 (221,584) SL/5 YR 10,640 & EQUIPMENT COMP EQUIP. VARIOUS 265,558 (216,496) SL/3 YR 29,196 SOFTWARE VARIOUS 7,334 (3,165) SL/3 YR 1,390 ------- --------- ------- TOTAL 498,299 (441,245) 41,226 ======= ========= =======
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 $345,600. 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 (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 ACTIVITIESPART IX-A: SUMMARY OF DIRECT CHARITABLE ACTIVITIESEDUTOPIA: 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 2020, WITH SCHOOLS SHIFTING TO REMOTE LEARNING DUE TO THE COVID-19 PANDEMIC AND A RECKONING ON RACIAL INJUSTICE, EDUTOPIA RESPONDED WITH AN INCREASE IN ITS PRODUCTION OF CONTENT, ACROSS GRADE LEVELS AND TOPICS, BY 37%. WE PROVIDED TRUSTED INFORMATION AND THOUGHTFUL PERSPECTIVE TO EMPOWER TEACHERS, SCHOOL ADMINISTRATORS, ACTIVE PARENTS, AND OTHERS WHO WERE SEEKING SOLUTIONS FOR LEARNING AND TEACHING, DURING THIS UNPRECEDENTED YEAR. EDUTOPIA ALSO LAUNCHED AN IMPROVED WEBSITE EXPERIENCE WITH PERSONALIZATION FEATURES SO ITS AUDIENCE COULD HAVE A STRONGER, MORE RELEVANT CONNECTION AND RECEIVE EDUTOPIA CONTENT BY GRADE LEVEL PREFERENCE. EDUTOPIA'S AUDIENCE IN 2020 AVERAGED A MONTHLY REACH OF 13.9 MILLION ACROSS EDUTOPIA'S WEBSITE, SOCIAL MEDIA PLATFORMS, AND WEEKLY NEWSLETTER. 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 2020, LER MAINTAINED COLLABORATIONS WITH MAJOR PARTNERSHIPS CONDUCTING EDUCATIONAL RESEARCH IN k-12 PUBLIC SCHOOLS IN CALIFORNIA, MICHIGAN, PENNSYLVANIA, WISCONSIN, AND MASSACHUSETTS. THE SHIFT TO REMOTE LEARNING, DUE TO THE COVID-19 PANDEMIC, REQUIRED QUICK AND NIMBLE ACTIONS TO SUPPORT ONGOING FIELD RESEARCH, WITH ALL BUT ONE PROJECT SUCCESSFULLY PIVOTING THEIR PROGRAM TO SUPPORT ALTERNATE METHODS FOR DATA GATHERING. ANALYSES FROM FOUR MAJOR STUDIES THAT WERE COMPLETED PRIOR TO THE PANDEMIC REVEAL POSITIVE, SIGNIFICANT, AND ROBUST EFFECTS FOR STUDENTS FROM ALL TYPES OF BACKGROUNDS AND ACROSS VARIOUS REGIONS OF THE COUNTRY. A COMMUNICATION PLAN FOR THE RELEASE OF THESE MAJOR FINDINGS WAS DEVELOPED AND INCLUDED THE LAUNCH OF A NEW WEBSITE TO HOST RESEARCH BRIEFS AND WHITE PAPERS IN PREPARATION FOR A Q1 2021 PRESS RELEASE. IN ADDITION, A VERSION UPDATE TO THE DIGITAL PLATFORM THAT HOSTS RELEVANT CURRICULUM MATERIALS WAS DESIGNED TO SUPPORT OPEN ACCESS TO THE MANY COURSES AVAILABLE FOR USE BY K-12 EDUCATORS ACROSS THE COUNTRY.

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (5 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DELANGES, LINDER & DUEY, LLP$4,901$3,941
MORGAN, LEWIS & BOCKIUS LLP$5,496$3,814
MORRISON AND FOERSTER LLP$77,547$40,382
ADLER & COLVIN$5,888$5,888
SHARTSIS FRIESE LLP$25,869$25,869

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE PREMIUMS$29,967$29,967
BANK CHARGES$2,048$2,048
OP SUPPLIES MATERIALS & PRINT$7,532$7,197
FURNITURE AND EQUIPMENT$9,991$9,991
EMPLOYEE RECRUITING$3,400$3,221
ADVERTISING AND PROMOTION$535,950$513,150
HONORARIA AND STIPENDS$18,500$18,500
REPAIR AND MAINTENANCE$2,778$2,730
EQUIPMENT & FACILITIES RENTAL$260$260
TELEPHONE AND WIFI ACCESS$7,762$7,752
WEB APPS, DUES, FEES, LICENSES$376,218$455,083
POSTAGE AND DELIVERY$5,841$5,087
EXPENSES PAID TO NON STAFF$56$56
COVID-19 REMOTE OFFICE EXPENSE$24,629$24,629

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTY$143$143$143
OTHER INCOME$204$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (37 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
RTI INTERNATIONAL$247,728$247,728
LULLABOT, INC.$184,373$184,373
MENLO EDUCATION RESEARCH, LLC$164,584$139,161
BIOLOGICAL SCI. CURRIC. STUDY$144,700$107,950
VOX TELEVISION INC.$125,691$125,691
UP UP COMMUNICATIONS LLC$124,750$104,250
RILEY, HEATHER J.$103,696$96,125
HR OPTIONS INC.$103,672$103,672
ABD SHARED HR$59,485$54,720
TIERNEY, GAVIN$58,059$51,509
MCVEY, JANE$42,298$42,298
TIPTON STATISTICAL CONSUL, LLC$41,500$41,500
PROZES, GILLIAN$34,000$0
TARANTO, SARAH$32,085$30,450
GIBSON, MARVA HINTON$31,525$27,575
ZUCKERBROD, NANCY$31,425$28,800
LASLOCKY, MEGHAN$30,842$22,832
MILLER, JENNIFER$29,055$26,813
SLADE BAIRD, WILLIAM$28,250$25,750
DESIGNLOUNGE, INC$27,228$25,250
BOGENREUTHER, HANNAH$21,599$21,599
SPUTNIK MOMENT LLC$21,500$21,500
AMERICA ACHIEVES, INC.$19,425$19,425
KAPLAN, EMILY$19,353$19,353
ARIZMENDI, GUSTAVO$19,157$19,157
GOTT ADVERTISING, LLC$16,250$16,250
MONIQUE WRAY STUDIO LLC DBA SM$15,500$15,500
CHUN, MARC$15,000$15,000
SEGAL COMPANY INC., THE$14,323$14,323
THOMAS, LAURA$13,785$13,785
DIGITAL DEVEL. COMMUNICATIONS$13,132$13,132
OLABUENAGA, GINA$12,000$4,000
PBL WORKS$11,902$11,902
DAYTON, TODD$11,800$11,800
SCHEER, RACHEL$10,500$10,500
THIRD SECTORY STRATEGY LLC$10,000$0
TOTAL OF PROF'L SVC <$10,000$240,284$209,484

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt

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