2025-09-08T12:58:24-04:00 2024-12-31 PwC US Tax LLP 655 NEW YORK AVE NW SUITE 1100 WASHINGTON DC 20001 990PF 2024-01-01 680065687 THE GEORGE LUCAS EDUCATIONAL FOUNDATION % LILLY FU GEOR 4156621600 PO BOX 3494 SAN RAFAEL CA 94912 STEPHEN D ARNOLD VICE CHAIR/CFO 4156621600 2025-09-06 true true MICHAEL D HOFFMAN P01345551 2024141000 2025-08-25 2024 2025-03-06 01:10:19Z X 4371137 X 6273765 240663 240663 5683 4324 821 821 6518752 241484 6504 376017 376017 3661020 3427173 915816 888131 127649 0 0 119768 71093 0 0 71093 2481290 2312631 2428 42659 211687 202920 1182858 1126325 9072517 0 0 8524058 0 0 9072517 0 0 8524058 -2553765 241484 6504 6020382 3706600 3706600 528264 556760 556760 12501 20897 12501 12501 78943 43516 43516 497452 445692 68613 51760 51760 6717099 4371137 4371137 536841 738419 0 0 536841 738419 X 6180258 3632718 0 0 6180258 3632718 6717099 4371137 6180258 -2553765 6225 3632718 3632718 3357 3357 3357 3000 0 3000 X 72 429 false false false 0 0 0 false false false false true true CA NY true true false false false true GLEF.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 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 376017 42622 0 STEPHEN MERRILL PO BOX 3494 SAN RAFAEL CA 94912 GEN MNG&CHF CNTN OFF 50.0 332399 33232 0 MAAROOF FAKHRI PO BOX 3494 SAN RAFAEL CA 94912 GM, LUCAS LEARNING 50.0 267506 17699 0 JOEL SADLER PO BOX 3494 SAN RAFAEL CA 94912 CTO, LUCAS LEARNING 50.0 284271 38844 0 LILLY FU PO BOX 3494 SAN RAFAEL CA 94912 SR DR, FIN & ADMIN 50.0 262961 29903 0 KENIE RICHARDS PO BOX 3494 SAN RAFAEL CA 94912 CMO, EDUTOPIA 50.0 218908 12901 0 20 YETI CGI INC 1300 MICHIGAN ST NE STE 100 GRAND RAPIDS MI 49503 SOFTWARE DEVELOPMENT 460000 TREW KNOWLEDGE 372 RICHMOND ST W STE 210 TORONTO ONTARIO CA M5V 1X6 WEB DEVELOPMENT SERV 443690 VOX TELEVISION 50 HUNT STREET WATERTOWN MA 02472 VIDEO PRODUC. SVC. 268748 ELSEVIER INC 1600 JOHN F KENNEDY BOULEVARD STE PHILADELPHIA PA 19103 SOFTWARE DEVELOPMENT 262500 ARABELLA ADVISORS LLC 275 7TH AVE 15TH FLOOR NEW YORK NY 77712 HR & ACC CONSULT SER 77712 2 EDUTOPIA, LUCAS LEARNING, & LUCAS EDU. RESEARCH. SEE ATTACH. 8524058 0 7053072 0 7053072 0 7053072 105796 6947276 347364 X 8524058 0 25806 0 0 8549864 1993-08-30 X 6504 21239 269356 129 297228 5528 18053 228953 110 252644 8549864 9338979 9910262 11544594 39343699 0 1003547 2057819 2713246 5774612 8549864 8335432 7852443 8831348 33569087 0 0 0 0 0 0 231576 209245 179570 144952 765343 0 0 0 0 GEORGE W LUCAS JR X 14 240663 ROYALTY 15 821 CREDIT CARD REBATE 3503 241484 3503 244987 11C ANNUAL REBATE ON COMMERCIAL CREDIT CARD. 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 6260000 X 2 LEGO FOUNDATION HOJMARKSVEJ 8 BILLUND DA 7190 13765 X PWC US TAX LLP 71093 71093 NONE 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. MORRISON & FOERSTER LLP 100451 92570 ADLER & COLVIN 1567 1567 SHARTSIS FRIESE LLP 22360 22360 OGLETREE,DEAKINS,NASH,SMOAK&ST 3271 3271 INSURANCE PREMIUMS 29762 29762 BANK CHARGES 559 559 OP SUPPLIES&MATERIALS&PRINTING 38583 36322 FURNITURE AND EQUIPMENT 3348 3348 EMPLOYEE RECRUITING 78229 61354 ADVERTISING AND PROMOTION 433270 408763 REPAIR AND MAINTENANCE 4812 4812 TELEPHONE AND WIFI ACCESS 47159 46218 WEB APPS, DUES, FEES, LICENSES 483624 471904 POSTAGE AND DELIVERY 15151 14922 EXPENSES PAID FOR NON STAFF 526 526 DONATIONS 1000 1000 SPONSORED EVENTS 36142 36142 EQUIPMENT & FACILITIES RENTAL 767 767 EMPLOYEE TEAM BUILDING 9926 9926 ROYALTY INCOME 821 821 821 CREDIT CARD REBATE 3503 UNREALIZED GAINS ON INVESTMENT 542 GRANT REFUND 5683 YETI CGI INC. 460000 420000 TREW KNOWLEDGE INC. 443690 387690 VOX TELEVISION INC. 268748 219426 ELSEVIER INC. 262500 262500 ARABELLA ADVISORS, LLC 77712 77712 FIELD STUDIO LLC 55027 55027 CLANCY, KELLY 53128 53128 OVEREASY EDITORIAL, LLC 48720 48720 HYLTON KOPSHINSKY, DANIELLE 45367 45367 MILLER, JENNIFER 38990 38990 BIG THINKERS SOCIETY LLC 38881 38881 MAC N CHEESE GAMES GMBH 31925 31925 GIBSON, MARVA HINTON 31855 31855 REYES-CERON, DOUGLAS 31000 31000 HR OPTIONS INC. 30479 30479 GENTRY FAITH CREATIVE LLC 29400 29400 WILSON, AILEEN 27900 27405 THOMAS, LAURA 26380 25651 GOTT ADVERTISING, LLC 23567 20117 TARANTO, SARAH 23335 21515 LACEY, ELENA 21500 21500 FAR CREATIVE INC. 21210 17867 BRADLEY, LAURA MASLIN 20522 20522 JONES IT CONSULTING, LLC 18635 18635 EDITCETERA 18538 18538 BREAD AND BUTTER DIGITAL, LLC 17500 17500 UPPER SKY STUDIOS, LLC 14080 14080 OSBORN CREATIVE LLC 13000 9080 COLLINS LLC, BRITTANY R. 11004 11004 THING-MAN LLC 10200 10200 TOTAL OF PROF'L SVC <$10,000 266497 256917 FEDERAL EXCISE TAX 2428