BETA

GEORGE LUCAS EDUCATIONAL FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
GEORGE LUCAS EDUCATIONAL FOUNDATION (EIN 68-0065687)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-04
IRS object ID
202602479349100105
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-04T11:29:21-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PwC US Tax 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 Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-09-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL D HOFFMANPreparerPersonNm
PTINP01345551PTIN
Phone2024141000PhoneNum
Preparation2026-07-31PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,151,642FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,368,470ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$217,984InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$217,984InterestOnSavNetInvstIncmAmt
Incm Modifications Adj Net Incm$27,640IncmModificationsAdjNetIncmAmt
Other Income Rev And Expnss$6,029OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$666OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$666OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$8,592,483TotalRevAndExpnssAmt
Total Net Invst Incm$218,650TotalNetInvstIncmAmt
Total Adj Net Incm$28,306TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$388,044CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$388,044CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$4,020,479OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$3,849,734OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$969,088PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$937,096PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$58,640LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$53,646LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$72,110AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$72,110AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,895,037OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$2,707,887OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,929TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$34,216DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$260,029TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$260,020TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,105,772OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,071,805OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,810,344TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,340,342TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,810,344TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$9,340,342TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,217,861ExcessRevenueOverExpensesAmt
Net Investment Income$218,650NetInvestmentIncomeAmt
Adjusted Net Income$28,306AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,706,600CashBOYAmt
Cash EOY$2,454,014CashEOYAmt
Cash EOYFMV$2,454,014CashEOYFMVAmt
Sav And Temp Cash Invst BOY$556,760SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$584,087SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$584,087SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$5,340AcctRcvblAmt
Acct Rcvbl BOY$12,501AcctRcvblBOYAmt
Acct Rcvbl EOY$5,340AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$5,340AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$43,516PrepaidExpensesBOYAmt
Prepaid Expenses EOY$70,220PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$70,220PrepaidExpensesEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$500,806LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$462,825LandBldgEquipAccumDeprecAmt
Land BOY$51,760LandBOYAmt
Land EOY$37,981LandEOYAmt
Land EOYFMV$37,981LandEOYFMVAmt
Total Assets BOY$4,371,137TotalAssetsBOYAmt
Total Assets EOY$3,151,642TotalAssetsEOYAmt
Total Assets EOYFMV$3,151,642TotalAssetsEOYFMVAmt
Accounts Payable BOY$738,419AccountsPayableBOYAmt
Accounts Payable EOY$706,868AccountsPayableEOYAmt
Grants Payable BOY$0GrantsPayableBOYAmt
Grants Payable EOY$0GrantsPayableEOYAmt
Total Liabilities BOY$738,419TotalLiabilitiesBOYAmt
Total Liabilities EOY$706,868TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,632,718NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,444,774NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$0DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$0DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,632,718TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,444,774TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,371,137TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,151,642TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,632,718TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,217,861ExcessRevenueOverExpensesAmt
Other Increases$29,917OtherIncreasesAmt
Subtotal$2,444,774SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,444,774TotNetAstOrFundBalancesEOYAmt
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$3,039InvestmentIncomeExciseTaxAmt
Subtotal$3,039SubtotalAmt
Tax Based On Investment Income$3,039TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$3,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$35EsPenaltyAmt
Overpayment$426OverpaymentAmt
Applied To ES Tax$426AppliedToESTaxAmt
Refund$0RefundAmt

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 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 AddressGLEF.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 (8 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 RAFAELDE94912CHAIRMAN1.0$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
MELLODY HOBSON
PO BOX 3494SAN RAFAELCA94912DIRECTOR1.0$0$0$0
CYNTHIA JOHANSON IRISH
PO BOX 3494SAN RAFAELCA94912SECRETARY/EXEC. DIR.50.0$388,044$42,913$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
STEPHEN MERRILL
PO BOX 3494SAN RAFAELCA94912GM & CCO, EDUTOPIA50.0$358,298$38,815$0
MAAROOF FAKHRI
PO BOX 3494SAN RAFAELCA94212GM, LUCAS LEARNING50.0$325,871$20,537$0
JOEL SADLER
PO BOX 3494SAN RAFAELCA94912CTO, LUCAS LEARNING50.0$295,224$40,115$0
LILLY FU
PO BOX 3494SAN RAFAELCA94912SR DIRECTOR, FIN50.0$283,076$34,062$0
KENIE RICHARDS
PO BOX 3494SAN RAFAELCA94912CMO, EDUTOPIA50.0$220,845$13,443$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k20OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
TREW KNOWLEDGE
372 RICHMOND ST W STE 210TORONTOONTARIOCAM5V 1X6WEB DEVELOPMENT SERV$527,924
YETI CGI INC
SOFTWARE DEVELOPMENT$330,0001300 MICHIGAN ST NE STE 100GRAND RAPIDSMI49503
VOX TELEVISION
VIDEO PRODUCTION SER$316,40350 HUNT STREETWATERTOWNMA02472
ELSEVIER INC
SOFTWARE DEVELOPMENT$137,5001600 JOHN F KENNEDY BOULEVARD SUITPHILADELPHIAPA19103
ORANGE YOU GLAD LLC
BRANDING & DESIGN$129,145463 DEGRAW STBROOKLYNNY11217
FieldValueIRS element (for citing)
Contractor Paid Over50k7ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EDUTOPIA, LUCAS LEARNING, & LUCAS EDU. RESEARCH. SEE ATTACH.Description1Txt
Expenses1$9,340,342Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,454,489AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,454,489TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,454,489AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$111,817CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,342,672NetVlNoncharitableAssetsAmt
Minimum Investment Return$367,134MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

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

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,340,342ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$20,437CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$9,360,779QualifyingDistributionsAmt

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$28,306CurrentYearAmt
Year1$6,504Year1Amt
Year2$21,239Year2Amt
Year3$269,356Year3Amt
Total$325,405TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$24,060CurrentYearAmt
Year1$5,528Year1Amt
Year2$18,053Year2Amt
Year3$228,953Year3Amt
Total$276,594TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$9,360,779CurrentYearAmt
Year1$8,549,864Year1Amt
Year2$9,338,979Year2Amt
Year3$9,910,262Year3Amt
Total$37,159,884TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$1,003,547Year2Amt
Year3$2,057,819Year3Amt
Total$3,061,366TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$9,360,779CurrentYearAmt
Year1$8,549,864Year1Amt
Year2$8,335,432Year2Amt
Year3$7,852,443Year3Amt
Total$34,098,518TotalAmt

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$244,756CurrentYearAmt
Year1$231,576Year1Amt
Year2$209,245Year2Amt
Year3$179,570Year3Amt
Total$865,147TotalAmt

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$217,984ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
ROYALTY15$666
CREDIT CARD REBATE$1,526
REIMBURSEMENTS$3,837

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$218,650ExclusionAmt
Related Or Exempt Function Incm$5,363RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$224,013TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
11CANNUAL REBATE ON COMMERCIAL CREDIT CARD.
11DEMPLOYEE BUSINESS EXPENSE REIMBURSEMENT.

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$8,358,420Yes (X)
CHARLESPATRICIA NELSON FOUNDATION
22403 WASHINGTON COURTANACORTESWA98221$10,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPWC US TAX LLPCategoryTxt
Amt$72,110Amt
Disbursements Charitable Prps$72,110DisbursementsCharitablePrpsAmt

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 217,805 (217,313) SL/5 YR 1,476 & EQUIPMENT COMP EQUIP. VARIOUS 277,019 (239,530) SL/3 YR 32,740 SOFTWARE VARIOUS 5,982 (5,982) SL/3 YR ------- --------- ------- TOTAL 500,806 (462,825) 34,216 ======= ========= =======
PART I, LINE 20 & PART VI-B, LINE 1(A)(3):PART I, LINE 20 & PART VI-B, LINE 1(A)(3):DUE TO GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE BOOKS OF THE FOUNDATION REFLECT OCCUPANCY/RENT EXPENSE OF $113,292. 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 DISCLOSUREGLEF'S MISSION IS TO IMPROVE PREK-12 EDUCATION SO THAT ALL STUDENTS CAN THRIVE IN SCHOOL AND IN LIFE. GLEF ADVANCES THIS MISSION THROUGH ITS EDUTOPIA AND LUCAS LEARNING INITIATIVES, AND MAINTAINS THE LUCAS EDUCATION RESEARCH ARCHIVE, WORKING TOWARD A VISION WHERE STUDENTS BECOME LIFELONG LEARNERS AND DEVELOP FUNDAMENTAL SKILLS FOR TODAY'S AND TOMORROW'S CHALLENGES. GLEF'S AUDIENCE INCLUDES A WIDE RANGE OF STAKEHOLDERS COMMITTED TO SCHOOL IMPROVEMENT, SUCH AS EDUCATORS, ADMINISTRATORS, SCHOOL BOARD MEMBERS, COLLEGE OF EDUCATION FACULTY, RESEARCHERS, ENGAGED PARENTS, AND LEADERS IN BUSINESS, GOVERNMENT, NONPROFITS, TECHNOLOGY, AND CURRICULUM PUBLISHING.
PART VIII-A: SUMMARY OF DIRECT CHARITABLE ACTIVITIESPART VIII-A: SUMMARY OF DIRECT CHARITABLE ACTIVITIESEDUTOPIA: EDUTOPIA IS A FREE WEBSITE, NEWSLETTER, AND SOCIAL MEDIA RESOURCE COMMITTED TO SHARING WHAT WORKS IN EDUCATION, PROVIDING PRACTICAL, EVIDENCE-BASED CONTENT AND INSPIRING STORIES ABOUT SUCCESSFUL LEARNING AND TEACHING PRACTICES WHILE CONNECTING A COMMUNITY OF STAKEHOLDERS COMMITTED TO IMPROVING EDUCATION. IN 2025, EDUTOPIA'S TOTAL REACH ACROSS ITS WEBSITE AND SOCIAL MEDIA CHANNELS AVERAGED 19 MILLION PER MONTH, AND ITS EDUCATOR COMMUNITY GREW TO NEARLY 975,000 MEMBERS. EDUTOPIA PUBLISHED MORE THAN 650 PRACTITIONER POSTS ON CLASSROOM STRATEGIES, ALONGSIDE 100+ ARTICLES AND MULTIMEDIA EXTENSIONS, 80+ VIDEOS, 280+ SOCIAL MEDIA VIDEOS, CAROUSELS AND INFOGRAPHICS, AND LAUNCHED THE SCHOOL OF PRACTICE PODCAST. EDUTOPIA ALSO INTRODUCED NEW TOOLS TO HELP EDUCATORS FIND AND SAVE RELEVANT CONTENT, INCLUDING A PERSONALIZED CONTENT RECOMMENDATION ENGINE AND A COMMUNITY DISCUSSION FORUM. EDUTOPIA HOSTED FIVE VIRTUAL PROFESSIONAL DEVELOPMENT EVENTS, AND PARTICIPATED IN MULTIPLE EDUCATOR CONFERENCES. MORE THAN 90% OF SURVEYED EDUCATORS REPORTED IMPLEMENTING EDUTOPIA STRATEGIES IN THEIR CLASSROOMS. LUCAS LEARNING: LUCAS LEARNING IS CREATING STUDENT-CENTERED SIMULATIONS GROUNDED IN RIGOROUS PROJECT-BASED LEARNING PRINCIPLES. THESE SIMULATIONS CHALLENGE STUDENTS WITH REAL-WORLD PROBLEMS TO SOLVE COLLABORATIVELY IN TEAMS, WHILE THE TEACHER SERVES AS A SUPPORTIVE COACH, FACILITATING INQUIRY, GUIDING REFLECTION, AND MONITORING GROUP PROGRESS. IN 2025, LUCAS LEARNING COMPLETED INITIAL PROTOTYPES OF PROJECT-BASED SIMULATIONS DESIGNED FOR 8TH GRADE STUDENTS, CONDUCTED EARLY CLASSROOM TESTING, AND COLLABORATED WITH CONTENT AND RESEARCH PARTNERS TO ADAPT STEM CONTENT AND EMBED RESEARCH-INFORMED SIMULATION MODELS. LOOKING AHEAD, LUCAS LEARNING WILL BUILD ON THE CONCEPTS AND LEARNINGS FROM ITS 2025 PROTOTYPES TO DEVELOP A NEW GENERATION OF CLASSROOM-READY SIMULATIONS. LUCAS EDUCATION RESEARCH: THE LUCAS EDUCATION RESEARCH ARCHIVE REMAINS AVAILABLE AS A RESOURCE, PROVIDING ACCESS TO A DECADE OF RESEARCH DEMONSTRATING THE EFFECTIVENESS OF PROJECT-BASED LEARNING.

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (4 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MORRISON & FOERSTER LLP$47,086$42,092
ADLER & COLVIN$519$519
SHARTSIS FRIESE LLP$6,729$6,729
OGLETREE,DEAKINS,NASH,SMOAK&ST$4,306$4,306

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OP SUP & MATERIALS & PRINT$20,471$12,563
FURNITURE AND EQUIPMENT$11,839$11,762
EMPLOYEE RECRUITING$34,360$34,360
AD & PROMOTION$467,541$455,327
HONORARIA AND STIPENDS$3,500$3,500
REPAIR AND MAINTENANCE$4,615$4,150
EQUIP AND FACILITIES RENTAL$56$56
TELEPHONE AND WIFI ACCESS$41,883$40,821
INSURANCE PREMIUMS$30,027$30,027
WEB APPS, DUES, FEES, LIC$474,592$462,351
POSTAGE AND DELIVERY$8,234$8,234
CONTINGENCY & OTH MISC. EXP.$4,084$4,084
EMPLOYEE TEAM BUILDING$4,132$4,132
BANK CHARGES$438$438

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTY INCOME$666$666$666
CREDIT CARD REBATE$1,526
REIMBURSEMENTS$3,837

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAINS ON INVESTMENT$2,277
GRANT REFUNDS$27,640

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (39 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TREW KNOWLEDGE INC.$527,924$498,324
YETI CGI INC.$330,000$330,000
VOX TELEVISION INC.$316,403$260,028
ELSEVIER INC.$137,500$137,500
ORANGE YOU GLAD LLC$129,145$124,645
ARABELLA ADVISORS, LLC$107,469$107,469
HIRED GUNS MK CONSULT GP LLC$84,488$77,603
MICHELSON, MARK$77,353$74,555
JEFFREY HEPBURN$65,636$51,567
FALSTEIN, NOAH$60,000$54,000
NATHAN ROLL$51,510$44,030
FIELD STUDIO LLC$50,482$50,482
TALL GIRL SHORTS LLC$47,426$47,426
HYLTON KOPSHINSKY, DANIELLE$46,294$42,494
CLANCY, KELLY$46,186$46,186
SHULTZ, ALEXANDER$41,125$37,475
WELSCH MEDIA LLC$38,620$38,620
MASA FILMS LLC$38,591$36,490
RACHEL STAUB$31,820$29,420
TARANTO, SARAH$31,411$31,411
OVEREASY EDITORIAL, LLC$30,660$30,660
CONCORD CONSORTIUM, THE$30,000$30,000
GENTRY FAITH CREATIVE LLC$26,978$26,978
MATTHEW OMERNICK$25,850$22,025
GOTT ADVERTISING, LLC$25,654$21,824
REYES-CERON, DOUGLAS$22,500$22,500
EDITCETERA$21,511$20,013
THOMAS, LAURA$20,115$18,697
CURRIE, BENJAMIN$18,108$17,685
BRADLEY, LAURA MASLIN$17,604$15,606
JONES IT CONSULTING, LLC$17,270$17,270
LEE, REBEKAH$13,095$11,025
THING-MAN LLC$13,000$13,000
KIWI PTRN, DIV OF VIT IMPT LLC$12,670$11,620
BOTTEGA, MASSIMILIANO$11,500$11,500
LACERTE, MARCIA$11,500$11,500
BIG THINKERS SOCIETY LLC$10,672$10,672
GRIFFIN STRATEGY GROUP$10,175$10,175
TOTAL OF PROF'L SVC <$10,000$296,792$265,412

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$6,929Amt

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