GEORGE LUCAS EDUCATIONAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE LUCAS EDUCATIONAL FOUNDATION (EIN 68-0065687)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-08
- IRS object ID
- 202532519349100623
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- General Explanation Attachment
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-08T12:58:24-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680065687 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE LUCAS EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LILLY FU | InCareOfNm |
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 4156621600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3494 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94912 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN D ARNOLD | PersonNm |
| Person Title | VICE CHAIR/CFO | PersonTitleTxt |
| Phone | 4156621600 | PhoneNum |
| Signature | 2025-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL D HOFFMAN | PreparerPersonNm |
| PTIN | P01345551 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Preparation | 2025-08-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,371,137 | 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 | $6,273,765 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $240,663 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $240,663 | InterestOnSavNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $5,683 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,324 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $821 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $821 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,518,752 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $241,484 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,504 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $376,017 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $376,017 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,661,020 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,427,173 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $915,816 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $888,131 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $127,649 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $119,768 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $71,093 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $71,093 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,481,290 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,312,631 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,428 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $42,659 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $211,687 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $202,920 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,182,858 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,126,325 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,072,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,524,058 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,072,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,524,058 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,553,765 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $241,484 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,504 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,020,382 | CashBOYAmt |
| Cash EOY | $3,706,600 | CashEOYAmt |
| Cash EOYFMV | $3,706,600 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $528,264 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $556,760 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $556,760 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $12,501 | AcctRcvblAmt |
| Acct Rcvbl BOY | $20,897 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $12,501 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $12,501 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $78,943 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $43,516 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $43,516 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $497,452 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $445,692 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $68,613 | LandBOYAmt |
| Land EOY | $51,760 | LandEOYAmt |
| Land EOYFMV | $51,760 | LandEOYFMVAmt |
| Total Assets BOY | $6,717,099 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,371,137 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,371,137 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $536,841 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $738,419 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $536,841 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $738,419 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,180,258 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,632,718 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,180,258 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,632,718 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,717,099 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,371,137 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,180,258 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,553,765 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,225 | OtherIncreasesAmt |
| Subtotal | $3,632,718 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,632,718 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,357 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,357 | SubtotalAmt |
| Tax Based On Investment Income | $3,357 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $72 | EsPenaltyAmt |
| Tax Due | $429 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 | GLEF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LILLY FU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156621614 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3494 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GEORGE W LUCAS JR | ||||||||
| PO BOX 3494 | SAN RAFAEL | DE | 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 (UNTIL 9/30/2024) | 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/EXEC. DIR. | 50.0 | $376,017 | $42,622 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN MERRILL | ||||||||
| PO BOX 3494 | SAN RAFAEL | CA | 94912 | GEN MNG&CHF CNTN OFF | 50.0 | $332,399 | $33,232 | $0 |
| MAAROOF FAKHRI | ||||||||
| PO BOX 3494 | SAN RAFAEL | CA | 94912 | GM, LUCAS LEARNING | 50.0 | $267,506 | $17,699 | $0 |
| JOEL SADLER | ||||||||
| PO BOX 3494 | SAN RAFAEL | CA | 94912 | CTO, LUCAS LEARNING | 50.0 | $284,271 | $38,844 | $0 |
| LILLY FU | ||||||||
| PO BOX 3494 | SAN RAFAEL | CA | 94912 | SR DR, FIN & ADMIN | 50.0 | $262,961 | $29,903 | $0 |
| KENIE RICHARDS | ||||||||
| PO BOX 3494 | SAN RAFAEL | CA | 94912 | CMO, EDUTOPIA | 50.0 | $218,908 | $12,901 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 20 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| YETI CGI INC | ||||||||||
| 1300 MICHIGAN ST NE STE 100 | GRAND RAPIDS | MI | 49503 | SOFTWARE DEVELOPMENT | $460,000 | |||||
| TREW KNOWLEDGE | ||||||||||
| WEB DEVELOPMENT SERV | $443,690 | 372 RICHMOND ST W STE 210 | TORONTO | ONTARIO | CA | M5V 1X6 | ||||
| VOX TELEVISION | ||||||||||
| 50 HUNT STREET | WATERTOWN | MA | 02472 | VIDEO PRODUC. SVC. | $268,748 | |||||
| ELSEVIER INC | ||||||||||
| 1600 JOHN F KENNEDY BOULEVARD STE | PHILADELPHIA | PA | 19103 | SOFTWARE DEVELOPMENT | $262,500 | |||||
| ARABELLA ADVISORS LLC | ||||||||||
| 275 7TH AVE 15TH FLOOR | NEW YORK | NY | 77712 | HR & ACC CONSULT SER | $77,712 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUTOPIA, LUCAS LEARNING, & LUCAS EDU. RESEARCH. SEE ATTACH. | Description1Txt |
| Expenses1 | $8,524,058 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,053,072 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,053,072 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,053,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,796 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,947,276 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $347,364 | 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 | $8,524,058 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $25,806 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,549,864 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1993-08-30 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,504 | CurrentYearAmt |
| Year1 | $21,239 | Year1Amt |
| Year2 | $269,356 | Year2Amt |
| Year3 | $129 | Year3Amt |
| Total | $297,228 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,528 | CurrentYearAmt |
| Year1 | $18,053 | Year1Amt |
| Year2 | $228,953 | Year2Amt |
| Year3 | $110 | Year3Amt |
| Total | $252,644 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,549,864 | CurrentYearAmt |
| Year1 | $9,338,979 | Year1Amt |
| Year2 | $9,910,262 | Year2Amt |
| Year3 | $11,544,594 | Year3Amt |
| Total | $39,343,699 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $1,003,547 | Year1Amt |
| Year2 | $2,057,819 | Year2Amt |
| Year3 | $2,713,246 | Year3Amt |
| Total | $5,774,612 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,549,864 | CurrentYearAmt |
| Year1 | $8,335,432 | Year1Amt |
| Year2 | $7,852,443 | Year2Amt |
| Year3 | $8,831,348 | Year3Amt |
| Total | $33,569,087 | 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 | $231,576 | CurrentYearAmt |
| Year1 | $209,245 | Year1Amt |
| Year2 | $179,570 | Year2Amt |
| Year3 | $144,952 | Year3Amt |
| Total | $765,343 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| ROYALTY | 15 | $821 | |
| CREDIT CARD REBATE | $3,503 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $241,484 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,503 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $244,987 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11C | LineNumberTxt |
| Relationship Statement | ANNUAL REBATE ON COMMERCIAL CREDIT CARD. | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| SCHWAB CHARITABLE GIFT FUND | ||||||||||
| 1 | 211 MAIN STREET FL 10 | SAN FRANCISCO | CA | 94105 | $6,260,000 | Yes (X) | ||||
| LEGO FOUNDATION | ||||||||||
| 2 | $13,765 | Yes (X) | HOJMARKSVEJ 8 | BILLUND | DA | 7190 | ||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PWC US TAX LLP | CategoryTxt |
| Amt | $71,093 | Amt |
| Disbursements Charitable Prps | $71,093 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| PART I, LINE 19: | PART I, LINE 19: | DESCRIPTION DATE COST ACCUMULATED METHOD/LIFE CURRENT YR ACQUIRED DEPRECIATION DEPRECIATION ----------------------------------------------------------------- MACHINERY VARIOUS 217,805 (215,836) SL/5 YR 1,476 & EQUIPMENT COMP EQUIP. VARIOUS 273,665 (223,874) SL/3 YR 41,183 SOFTWARE VARIOUS 5,982 (5,982) SL/3 YR ------- --------- ------- TOTAL 497,452 (445,692) 42,659 ======= ========= ======= |
| 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 $113,291. 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 | THE GEORGE LUCAS EDUCATIONAL FOUNDATION (GLEF) IS A PRIVATE OPERATING FOUNDATION CREATED IN 1991. GLEF IS DEDICATED TO IMPROVING THE PRE-K-12 LEARNING PROCESS BY ACTIVELY WORKING TO: -FIND, DESCRIBE, AND PROMOTE EFFECTIVE MODELS AND INNOVATIONS THROUGH STORIES OF WHAT WORKS. -IDENTIFY AND EVALUATE EVIDENCE THAT SUPPORTS EFFECTIVE LEARNING PRACTICES FOR LEARNERS, EDUCATORS, AND SCHOOLS. -DEVELOP ADVANCED SOFTWARE, TECHNOLOGY, AND MATERIALS FOR EDUCATIONAL PURPOSES AS EXEMPLARS TO GUIDE INNOVATIONS AND INSPIRE OTHERS IN THE FIELD. GLEF AIMS TO ADVANCE A VISION WHERE STUDENTS BECOME LIFELONG LEARNERS AND DEVELOP FUNDAMENTAL SKILLS FOR TODAY'S AND TOMORROW'S CHALLENGES. GLEF'S AUDIENCE INCLUDES A WIDE ARRAY OF STAKEHOLDERS COMMITTED TO SCHOOL IMPROVEMENT, SUCH AS EDUCATORS, ADMINISTRATORS, SCHOOL BOARD MEMBERS, HIGHER EDUCATION FACULTY, RESEARCHERS, ENGAGED PARENTS, AND LEADERS IN BUSINESS, GOVERNMENT, NONPROFITS, TECHNOLOGY, AND CURRICULUM PUBLISHING. |
| PART VIII-A: SUMMARY OF DIRECT CHARITABLE ACTIVITIES | PART VIII-A: SUMMARY OF DIRECT CHARITABLE ACTIVITIES | EDUTOPIA: EDUTOPIA IS A FREE WEBSITE AND SOCIAL MEDIA RESOURCE DEDICATED TO 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 2024, EDUTOPIA PRODUCED HUNDREDS OF ARTICLES, VIDEOS, AND MULTIMEDIA RESOURCES FEATURING CLASSROOM STRATEGIES, INNOVATIVE EDUCATIONAL PRACTICES, AND RESEARCH-BASED APPROACHES TO TEACHING AND LEARNING. THE PLATFORM GREW ITS EDUCATOR COMMUNITY BY OVER 100,000 NEW MEMBERS, WITH CONTENT REACHING EDUCATORS WORLDWIDE. EDUTOPIA ALSO DELIVERED SEVERAL NEWSLETTERS AND HOSTED VIRTUAL PROFESSIONAL DEVELOPMENT EVENTS FOR THOUSANDS OF EDUCATORS, WITH A PARTICULAR FOCUS ON SUPPORTING NEW TEACHERS. EDUCATORS REGULARLY REPORT USING EDUTOPIA'S RESOURCES TO IMPROVE THEIR TEACHING PRACTICES, CREATE MORE ENGAGING CLASSROOMS, AND BETTER SUPPORT STUDENT LEARNING. 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. INTEGRATED AI ASSISTANTS PROVIDE PERSONALIZED SUPPORT, TRACK STUDENT PROGRESS, AND ENHANCE THE LEARNING EXPERIENCE THROUGH INTERACTIVE ROLE-PLAY, DELIVERING GUIDANCE BASED ON NGSS STANDARDS. IN 2024, LUCAS LEARNING ADVANCED FROM CONCEPTUAL DESIGN TO THE DEVELOPMENT PHASE; EARLY USER TESTING DEMONSTRATED INCREASED STUDENT ENGAGEMENT AND UNDERSTANDING OF COMPLEX TOPICS. THE FIRST COMPLETE MODULE, TO SERVE MIDDLE SCHOOL LEARNERS, WILL BE SCHEDULED FOR STUDENT AND TEACHER TESTING IN 2025. 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)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MORRISON & FOERSTER LLP | $100,451 | $92,570 |
| ADLER & COLVIN | $1,567 | $1,567 |
| SHARTSIS FRIESE LLP | $22,360 | $22,360 |
| OGLETREE,DEAKINS,NASH,SMOAK&ST | $3,271 | $3,271 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE PREMIUMS | $29,762 | $29,762 |
| BANK CHARGES | $559 | $559 |
| OP SUPPLIES&MATERIALS&PRINTING | $38,583 | $36,322 |
| FURNITURE AND EQUIPMENT | $3,348 | $3,348 |
| EMPLOYEE RECRUITING | $78,229 | $61,354 |
| ADVERTISING AND PROMOTION | $433,270 | $408,763 |
| REPAIR AND MAINTENANCE | $4,812 | $4,812 |
| TELEPHONE AND WIFI ACCESS | $47,159 | $46,218 |
| WEB APPS, DUES, FEES, LICENSES | $483,624 | $471,904 |
| POSTAGE AND DELIVERY | $15,151 | $14,922 |
| EXPENSES PAID FOR NON STAFF | $526 | $526 |
| DONATIONS | $1,000 | $1,000 |
| SPONSORED EVENTS | $36,142 | $36,142 |
| EQUIPMENT & FACILITIES RENTAL | $767 | $767 |
| EMPLOYEE TEAM BUILDING | $9,926 | $9,926 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $821 | $821 | $821 |
| CREDIT CARD REBATE | $3,503 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS ON INVESTMENT | $542 |
| GRANT REFUND | $5,683 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (31 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| YETI CGI INC. | $460,000 | $420,000 |
| TREW KNOWLEDGE INC. | $443,690 | $387,690 |
| VOX TELEVISION INC. | $268,748 | $219,426 |
| ELSEVIER INC. | $262,500 | $262,500 |
| ARABELLA ADVISORS, LLC | $77,712 | $77,712 |
| FIELD STUDIO LLC | $55,027 | $55,027 |
| CLANCY, KELLY | $53,128 | $53,128 |
| OVEREASY EDITORIAL, LLC | $48,720 | $48,720 |
| HYLTON KOPSHINSKY, DANIELLE | $45,367 | $45,367 |
| MILLER, JENNIFER | $38,990 | $38,990 |
| BIG THINKERS SOCIETY LLC | $38,881 | $38,881 |
| MAC N CHEESE GAMES GMBH | $31,925 | $31,925 |
| GIBSON, MARVA HINTON | $31,855 | $31,855 |
| REYES-CERON, DOUGLAS | $31,000 | $31,000 |
| HR OPTIONS INC. | $30,479 | $30,479 |
| GENTRY FAITH CREATIVE LLC | $29,400 | $29,400 |
| WILSON, AILEEN | $27,900 | $27,405 |
| THOMAS, LAURA | $26,380 | $25,651 |
| GOTT ADVERTISING, LLC | $23,567 | $20,117 |
| TARANTO, SARAH | $23,335 | $21,515 |
| LACEY, ELENA | $21,500 | $21,500 |
| FAR CREATIVE INC. | $21,210 | $17,867 |
| BRADLEY, LAURA MASLIN | $20,522 | $20,522 |
| JONES IT CONSULTING, LLC | $18,635 | $18,635 |
| EDITCETERA | $18,538 | $18,538 |
| BREAD AND BUTTER DIGITAL, LLC | $17,500 | $17,500 |
| UPPER SKY STUDIOS, LLC | $14,080 | $14,080 |
| OSBORN CREATIVE LLC | $13,000 | $9,080 |
| COLLINS LLC, BRITTANY R. | $11,004 | $11,004 |
| THING-MAN LLC | $10,200 | $10,200 |
| TOTAL OF PROF'L SVC <$10,000 | $266,497 | $256,917 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,428 | Amt |