2021-10-01T12:26:35-05:00 2020-12-31 PricewaterhouseCoopers LLP 655 NEW YORK AVE NW SUITE 1100 WASHINGTON DC 20001 990PF 2020-01-01 680065687 THE GEORGE LUCAS EDUCATIONAL FOUNDATION % LILLY FU GEOR 4156621600 PO BOX 3494 SAN RAFAEL CA 94912 STEPHEN D ARNOLD VICE CHAIR/CFO 4156621600 2021-09-21 true STEPHEN D ARNOLD 999009999 MICHELLE G MICHALOWSKI P00755304 2024141000 2 2020 2022-09-23 18:48:47Z X 3596192 X 10510232 347 143 143 10510579 143 143 665885 665885 3263140 3152082 919476 913618 119701 0 0 79894 65700 0 0 65700 2130456 1923157 41226 52280 52280 1024932 1079671 8282796 0 0 7932287 3052813 2911313 11335609 0 0 10843600 -825030 143 143 4853485 3446382 3446382 105100 92756 92756 498299 441245 68038 57054 57054 5026623 3596192 3596192 906160 559259 400000 141500 1306160 700759 X 3596719 2895433 123744 0 3720463 2895433 5026623 3596192 3720463 -825030 2895433 2895433 2 2 2 0 0 2 false false false 0 0 0 false false false false true true CA DC NY true true false false false true WWW.EDUTOPIA.ORG LILLY FU 4156621614 PO BOX 3494 SAN RAFAEL CA 94912 false false false true true false false false false false false false false false false false false false false false false GEORGE W LUCAS JR PO BOX 3494 SAN RAFAEL CA 94912 CHAIRMAN 1.0 0 0 0 STEPHEN D ARNOLD PO BOX 3494 SAN RAFAEL CA 94912 VICE-CHAIR/CFO 7.0 0 0 0 MARSHALL TURNER PO BOX 3494 SAN RAFAEL CA 94912 DIRECTOR 1.0 0 0 0 ANDREA WISHOM PO BOX 3494 SAN RAFAEL CA 94912 DIRECTOR 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 SECRETARY/EDUTOPIC EXEC DIR. 50.0 341560 51499 0 KRISTIN DE VIVO PO BOX 3494 SAN RAFAEL CA 94912 LER EXECUTIVE DIRECTOR 50.0 324325 29281 0 STEVEN MERRILL PO BOX 3494 SAN RAFAEL CA 94912 CHIEF CONTENT OFC 50.0 243450 25364 0 LILLY FU PO BOX 3494 SAN RAFAEL CA 94912 SR. DIR. FIN & ADMIN 50.0 220778 41380 0 KARISSA SPARKS PO BOX 3494 SAN RAFAEL CA 94912 HEAD MKG & ANALYTICS 50.0 189270 25619 0 ERIC HESTENES PO BOX 3494 SAN RAFAEL CA 94912 DIR. OF ENGINEERING 50.0 187580 34723 0 PAMELA HASTINGS PO BOX 3494 SAN RAFAEL CA 94912 DIR. USER EXPERIENCE 50.0 155962 26885 0 29 RTI INTERNATIONAL PO BOX 900002 RALEIGH NC 27675 SOFTWARE DEVELOPMENT 247728 LULLABOT PO BOX 417568 BOSTON MA 02241 SOFTWARE DEVELOPMENT 184373 MENLO EDUCATION RESEARCH LLC 2143 HARKINS AVE MENLO PARK CA 94025 RESEARCH ADVISORY 164584 BIOLOGICAL SCIENCES CURRICULUM STUDY 5415 MARK DABLING BLVD COLORADO SPRINGS CO 80918 CURRICULUM REVIEW 144700 VOX TELEVISION 50 HUNT STREET WATERTOWN MA 02472 VIDEO PRODUCTION 125691 10 EDUTOPIA AND LUCAS EDUCATION RESEARCH. (SEE ATTACHMENT) 7932287 NONE 0 4288340 0 4288340 0 4288340 64325 4224015 211201 X 10843600 0 30242 0 0 10873842 0 10873842 1993-08-30 X 143 770 414 61436 62763 122 655 352 52221 53350 10873842 10105905 11222794 13234797 45437338 2911313 3100537 3864713 4078210 13954773 7962529 7005368 7358081 9156587 31482565 0 0 0 0 0 0 140800 171919 162487 135917 611123 0 0 0 0 GEORGE W LUCAS JR X UNIVERSITY OF COLORADO 3100 MARINE STREET 572 UCB BOUDLER CO 80309 GOV EXPLORING THE ENABLING CONDITIONS FOR HIGH-QUALITY PBL 10000 UNIVERSITY OF COLORADO 3100 MARINE STREET 572 UCB BOULDER CO 80309 GOV PROJECT BASED LEARNING 9TH GRADE COURSE IN ENGLISH LANGUAGE ARTS: DESIGN, DEVELOPMENT, AND EVALUATION 100000 MICHIGAN STATE UNIVERSITY INSTITUTE FOR RESEARCH ON TEACHING 620 FARM LANE ERICKSON HALL ROOM EAST LANSING MI 48824 GOV PROJECT BASED LEARNING 3RD AND 4TH GRADE INTERDISCIPLINARY COURSES: DESIGN, DEVELOPMENT, AND EVALUATION 700234 MICHIGAN STATE UNIVERSITY INSTITUTE FOR RESEARCH ON TEACHING 620 FARM LANE ERICKSON HALL ROOM EAST LANSING MI 48824 GOV 5TH GRADE ENGINEERING COURSE: DESIGN, DEVELOPMENT, AND EVALUATION 250000 UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET ROOM P-221 PHILADELPHIA PA 191046205 PC EXPLORING THE ENABLING CONDITIONS FOR HIGH-QUALITY PBL 10000 UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET ROOM P-221 PHILADELPHIA PA 191046205 PC PROJECT BASED LEARNING TEACHING CORE PRACTICES FRAMEWORK 880347 UNIVERSITY OF SOUTHERN CALIFORNIA 3720 SOUTH FLOWER STREET 3RD FLOOR LOS ANGELES CA 900890701 PC PROJECT BASED LEARNING KNOWLEDGE IN ACTION MATURATION STUDY 593905 UNIVERSITY OF SOUTHERN CALIFORNIA 3720 SOUTH FLOWER STREET 3RD FLOOR LOS ANGELES CA 900890701 PC EFFICACY STUDY OF THE KNOWLEDGE IN ACTION AP U.S. PHYSICS 87608 SAN FRANCISCO UNIFIED SCHOOL DISTRICT 25TH AVENUE SAN FRANCISCO CA 94121 GOV PROJECT BASED LEARNING MIDDLE SCHOOL SCIENCE IMPLEMENTATION IN DISTRICT 39081 MICHIGAN STATE UNIVERSITY INSTITUTE FOR RESEARCH ON TEACHING 620 FARM LANE ERICKSON HALL ROOM EAST LANSING MI 48824 GOV MULTIPLE LITERACIES IN PROJECT-BASED LEARNING COURSE ADAPTATION FOR VIRTUAL AND HYBRID ENVIRONMENTS 150000 UNIVERSITY OF WISCONSIN-MADISON 21 N PARK STREET SUITE 6401 MADISON WI 537151218 GOV EXPLORING THE ENABLING CONDITIONS FOR HIGH-QUALITY PBL 10000 UNIVERSITY OF SOUTHERN CALIFORNIA 3720 SOUTH FLOWER ST 3RD FLOOR LOS ANGELES CA 900890701 PC LOS ANGELES UNITIED SCHOOL DISTRICT - KNOWLEDGE IN ACTION CASE STUDY, WAVE 3 AND POLL STUDY 80138 2911313 HARVARD UNIVERSITY 1033 MASSACHUSETTS AVENUE 5TH FLOO CAMBRIDGE MA 02138 PC DEMOCRATIC KNOWLEDGE PROJECT 141500 141500 ROYALTY 15 143 OTHER INCOME 204 143 204 347 false false false false false false false false false false X X 1 SCHWAB CHARITABLE GIFT FUND 211 MAIN STREET FL 10 SAN FRANCISCO CA 94105 10510000 X 2 OTHER PUBLIC CONTRIBUTIONS 5000 PO BOX 3494 SAN RAFAEL CA 94912 232 X PRICEWATERHOUSECOOPERS LLP 65700 65700 NONE 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 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 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. DELANGES, LINDER & DUEY, LLP 4901 3941 MORGAN, LEWIS & BOCKIUS LLP 5496 3814 MORRISON AND FOERSTER LLP 77547 40382 ADLER & COLVIN 5888 5888 SHARTSIS FRIESE LLP 25869 25869 INSURANCE PREMIUMS 29967 29967 BANK CHARGES 2048 2048 OP SUPPLIES MATERIALS & PRINT 7532 7197 FURNITURE AND EQUIPMENT 9991 9991 EMPLOYEE RECRUITING 3400 3221 ADVERTISING AND PROMOTION 535950 513150 HONORARIA AND STIPENDS 18500 18500 REPAIR AND MAINTENANCE 2778 2730 EQUIPMENT & FACILITIES RENTAL 260 260 TELEPHONE AND WIFI ACCESS 7762 7752 WEB APPS, DUES, FEES, LICENSES 376218 455083 POSTAGE AND DELIVERY 5841 5087 EXPENSES PAID TO NON STAFF 56 56 COVID-19 REMOTE OFFICE EXPENSE 24629 24629 ROYALTY 143 143 143 OTHER INCOME 204 0 0 RTI INTERNATIONAL 247728 247728 LULLABOT, INC. 184373 184373 MENLO EDUCATION RESEARCH, LLC 164584 139161 BIOLOGICAL SCI. CURRIC. STUDY 144700 107950 VOX TELEVISION INC. 125691 125691 UP UP COMMUNICATIONS LLC 124750 104250 RILEY, HEATHER J. 103696 96125 HR OPTIONS INC. 103672 103672 ABD SHARED HR 59485 54720 TIERNEY, GAVIN 58059 51509 MCVEY, JANE 42298 42298 TIPTON STATISTICAL CONSUL, LLC 41500 41500 PROZES, GILLIAN 34000 0 TARANTO, SARAH 32085 30450 GIBSON, MARVA HINTON 31525 27575 ZUCKERBROD, NANCY 31425 28800 LASLOCKY, MEGHAN 30842 22832 MILLER, JENNIFER 29055 26813 SLADE BAIRD, WILLIAM 28250 25750 DESIGNLOUNGE, INC 27228 25250 BOGENREUTHER, HANNAH 21599 21599 SPUTNIK MOMENT LLC 21500 21500 AMERICA ACHIEVES, INC. 19425 19425 KAPLAN, EMILY 19353 19353 ARIZMENDI, GUSTAVO 19157 19157 GOTT ADVERTISING, LLC 16250 16250 MONIQUE WRAY STUDIO LLC DBA SM 15500 15500 CHUN, MARC 15000 15000 SEGAL COMPANY INC., THE 14323 14323 THOMAS, LAURA 13785 13785 DIGITAL DEVEL. COMMUNICATIONS 13132 13132 OLABUENAGA, GINA 12000 4000 PBL WORKS 11902 11902 DAYTON, TODD 11800 11800 SCHEER, RACHEL 10500 10500 THIRD SECTORY STRATEGY LLC 10000 0 TOTAL OF PROF'L SVC <$10,000 240284 209484 FEDERAL EXCISE TAX