2024-10-18T16:26:34-05:00 2023-12-31 PwC US Tax LLP 655 NEW YORK AVE NW SUITE 1100 WASHINGTON DC 20001 990PF 2023-01-01 680065687 THE GEORGE LUCAS EDUCATIONAL FOUNDATION % LILLY FU GEOR 4156621600 PO BOX 3494 SAN RAFAEL CA 94912 STEPHEN D ARNOLD VICE CHAIR/CFO 4156621600 2024-10-07 true true TRAVIS L PATTON P00369623 2024141000 2024-10-07 2023 2024-10-15 13:58:12Z X 6717099 X 11755404 174165 174165 21110 129 129 129 11929698 174294 21239 953023 953023 2933529 2839996 752773 751137 115120 0 0 108957 72802 0 0 72802 2455879 2355372 39477 168067 166891 1072220 1047192 8562890 0 0 8295370 982437 1003547 9545327 0 0 9298917 2384371 174294 21239 3486645 6020382 6020382 504007 528264 528264 20897 1749 20897 20897 145891 78943 78943 503875 435262 60228 68613 68613 4198520 6717099 6717099 404228 536841 0 0 404228 536841 X 3613956 6180258 180336 0 3794292 6180258 4198520 6717099 3794292 2384371 1595 6180258 0 6180258 2423 2423 2423 0 0 X 5 2428 false false false 0 0 0 false false false false true true CA DC FL MD NY OR VA WA 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 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/EXEC. DIR. 50.0 355088 39384 0 KRISTIN DE VIVO PO BOX 3494 SAN RAFAEL CA 94912 LER EXECUTIVE DIR. 50.0 597935 17560 0 STEPHEN MERRILL PO BOX 3494 SAN RAFAEL CA 94912 GEN MNG&CHF CNTN OFF 50.0 293519 27407 0 LILLY FU PO BOX 3494 SAN RAFAEL CA 94912 SR.DRTR,FIN&ADMIN 50.0 247586 28404 0 TOM BERGER PO BOX 3494 SAN RAFAEL CA 94912 MANAGING EDITOR 50.0 150365 30597 0 SARAH GONSER PO BOX 3494 SAN RAFAEL CA 94912 MANAGING EDITOR 50.0 149865 9876 0 KARISSA SPARKS PO BOX 3494 SAN RAFAEL CA 94912 HEAD OF MKT&ANALYTIC 50.0 149432 7718 0 24 TREW KNOWLEDGE 372 RICHMOND ST W STE 210 TORONTO ONTARIO CA M5V 1X6 WEB DEVELOPMENT SERV 342650 MAC N CHEESE GAMES GMBH SEEFELDSTRASSE 25 ZURICH SZ 8008 MANAGING CONSULTANT 295726 VOX TELEVISION 50 HUNT STREET WATERTOWN MA 02472 VIDEO PRODUC. SVC. 208601 YETI CGI INC 1300 MICHIGAN ST NE STE 100 GRAND RAPIDS MI 49503 SOFTWARE DEVELOPMENT 207500 RTI INTERNATIONAL PO BOX 900002 RALEIGH NC 276759000 WEB DEVELOPMENT SERV 124431 5 EDUTOPIA, LUCAS LEARNING, & LUCAS EDU. RESEARCH. SEE ATTACH. 8295370 0 6372927 0 6372927 0 6372927 95594 6277333 313867 X 9298917 0 40062 0 0 9338979 1993-08-30 X 21239 269356 129 143 290867 18053 228953 110 122 247238 9338979 9910262 11544594 10873842 41667677 1003547 2057819 2713246 2911313 8685925 8335432 7852443 8831348 7962529 32981752 0 0 0 0 0 0 209245 179570 144952 140800 674567 0 0 0 0 GEORGE W LUCAS JR X HARVARD UNIVERSITY 1033 MASSACHUSETTS AVENUE 5TH FLOO CAMBRIDGE MA 02138 PC DEMOCRATIC KNOWLEDGE PROJECT 503048 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 100000 THE CONCORD CONSORTIUM 25 LOVE LANE CONCORD MA 01742 PC INTERDISCIPLINARY PROJECT-BASED DATA SCIENCE EDUCATION 150000 UNIVERSITY OF CALIFORNIA BERKELEY 1608 FOURTH STREET BERKELEY CA 94710 GOV THE COMPUTING AS MULTILITERACIES PARTNERSHIP 50000 UNIVERSITY OF COLORADO - BOULDER 3100 MARINE STREET 572 UCB BOULDER CO 80309 GOV DESIGNING EQUITY-CENTERED LEARNING & TEACHER DEVELOPMENT 50000 NORTHWESTERN UNIVERSITY 750 N LAKE SHORE DRIVE RUBLOFF 7 CHICAGO IL 60611 PC DESIGNING EQUITY-CENTERED LEARNING & TEACHER DEVELOPMENT 50000 NEW YORK UNIVERSITY 665 BROADWAY NEW YORK NY 10012 PC THE COMPUTING AS MULTILITERACIES PARTNERSHIP 50000 UNIVERSITY OF GEORGIA 310 EAST CAMPUS ROAD TUCKER HALL ROOM 312 ATHENS GA 30602 GOV MULTIPLE LITERACIES IN PROJECT-BASED LEARNING COURSE ADAPTATION DESIGN PRINCIPLES 50499 1003547 14 174165 ROYALTY 15 129 174294 174294 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 11750000 X PWC US TAX LLP 72802 72802 NONE PART I, LINE 19: PART I, LINE 19: DESCRIPTION DATE COST ACCUMULATED METHOD/LIFE CURRENT YR ACQUIRED DEPRECIATION DEPRECIATION ----------------------------------------------------------------- MACHINERY VARIOUS 217,805 (214,360) SL/5 YR 984 & EQUIPMENT COMP EQUIP. VARIOUS 280,088 (214,920) SL/3 YR 38,030 SOFTWARE VARIOUS 5,982 (5,982) SL/3 YR 463 ------- --------- ------- TOTAL 503,875 (435,262) 39,477 ======= ========= ======= 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 $112,171. 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'S WORK CENTERS AROUND ITS CORE STRATEGIES FOR BUILDING BETTER SCHOOLS: PROJECT-BASED LEARNING, SOCIAL AND EMOTIONAL LEARNING, INTEGRATED STUDIES, TEACHER LEADERS, TECHNOLOGY INTEGRATION, AND COMPREHENSIVE ASSESSMENT. 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 HAS STEADILY GROWN OVER THE YEARS, BECOMING A TRUSTED SOURCE FOR INSPIRING, INFORMATIVE, AND PRACTICAL STRATEGIES IN EDUCATION. IN 2023, EDUTOPIA PRODUCED, PUBLISHED, AND PROMOTED A RANGE OF CONTENT, INCLUDING VIDEOS, ARTICLES, AND SOCIAL MEDIA POSTS ACROSS VARIOUS GRADE LEVELS AND TOPICS. WE REACHED AN AVERAGE OF 11.5 MILLION PEOPLE EACH MONTH ON EDUTOPIA.ORG, SOCIAL MEDIA PLATFORMS AND NEWSLETTERS WORLDWIDE. IN AN ANNUAL SURVEY OF MORE THAN 3,000 SUBSCRIBERS: -94% SAID EDUTOPIA HAS INCREASED THEIR UNDERSTANDING OF EDUCATIONAL STRATEGIES, AND -92% SAID EDUTOPIA GIVES THEM TIPS AND STRATEGIES THEY HAVE IMPLEMENTED. LUCAS LEARNING: IN 2023, LUCAS LEARNING EMBARKED ON THE INITIAL DESIGN AND DEVELOPMENT PHASE OF AN INNOVATIVE EDUCATIONAL PROGRAM AIMED AT REVOLUTIONIZING LEARNING EXPERIENCES FOR STUDENTS ACROSS ALL GRADE LEVELS. DURING THIS PHASE, WE STARTED CREATING AN EARLY-STAGE PROTOTYPE AND EXPLORING POTENTIAL PARTNERS FOR DEVELOPMENT AND DISTRIBUTION. OUR INTENTION IS TO INSPIRE AND GUIDE PARTNERS AS THEY DEVELOP CUTTING-EDGE 3D IMMERSIVE SIMULATIONS INTEGRATED WITH ARTIFICIAL INTELLIGENCE TO CREATE SCALABLE, STUDENT-DRIVEN LEARNING EXPERIENCES. THESE SIMULATIONS ARE ROOTED IN VALIDATED PROJECT-BASED LEARNING PRINCIPLES, INITIALLY FOCUSING ON 8TH-GRADE STUDENTS BUT DESIGNED TO EVENTUALLY ENCOMPASS ELEMENTARY, MIDDLE, AND SECONDARY EDUCATION. LUCAS EDUCATION RESEARCH: IN 2023, LUCAS EDUCATION RESEARCH SUCCESSFULLY TRANSITIONED TO PROVIDE A ROBUST ARCHIVE OF RESEARCH FINDINGS AND ADDITIONAL MATERIALS. THIS ARCHIVE IS BASED ON A DECADE OF COLLABORATIVE RESEARCH WITH ESTEEMED UNIVERSITY EDUCATION RESEARCHERS. THE BODY OF WORK PROVIDES A COMPREHENSIVE EVIDENCE BASE FOR PROJECT-BASED LEARNING AS AN EFFECTIVE APPROACH FOR ALL STUDENTS, PARTICULARLY THOSE FROM ECONOMICALLY UNDERSERVED COMMUNITIES AND UNDERREPRESENTED RACIAL AND ETHNIC GROUPS. MORRISON & FOERSTER LLP 47710 46236 REED SMITH LLP 31208 31208 SHARTSIS FRIESE LLP 17744 15247 OGLETREE,DEAKINS,NASH,SMOAK&ST 16016 16016 DELANGES, LINDER & DUEY, LLP 2192 0 GREEN AND SPIGEL U.S., LLC 250 250 INSURANCE PREMIUMS 28867 28867 BANK CHARGES -1033 -1033 OP SUPPLIES&MATERIALS&PRINTING 9894 9695 FURNITURE AND EQUIPMENT 15539 7819 EMPLOYEE RECRUITING 85938 85908 ADVERTISING AND PROMOTION 352700 320041 REPAIR AND MAINTENANCE 5392 5030 TELEPHONE AND WIFI ACCESS 34660 34648 WEB APPS, DUES, FEES, LICENSES 497875 513872 POSTAGE AND DELIVERY 7073 7030 EXPENSES PAID FOR NON STAFF 14989 14989 COVID19 REMOTE OFFICE EXPENSE 26 26 DONATIONS 300 300 SPONSORED EVENTS 20000 20000 ROYALTY INCOME 129 129 129 UNREALIZED GAIN ON INVESTMENT 1595 TREW KNOWLEDGE INC. 342650 342650 MAC N CHEESE GAMES GMBH 295726 263627 VOX TELEVISION INC. 208601 193053 YETI CGI INC. 207500 173750 RTI INTERNATIONAL 124431 124431 BREAD AND BUTTER DIGITAL, LLC 102500 102500 HR OPTIONS INC. 72999 72999 SADLER, JOEL 64634 64634 SOUTHLEFT, LLC 53234 53234 RILEY, HEATHER J. 50249 50249 OVEREASY EDITORIAL, LLC 46440 46440 CLANCY, KELLY 45910 45910 CAMPBELL, JACQWI 44770 44770 GIBSON, MARVA HINTON 43405 43405 ARABELLA ADVISORS, LLC 43332 43332 HYLTON KOPSHINSKY, DANIELLE 41590 41590 TWILIO 40000 40000 MILLER, JENNIFER 37730 37730 FIELD STUDIO LLC 34019 34019 THOMAS, LAURA 26355 24094 GOTT ADVERTISING, LLC 25498 25498 JONES IT CONSULTING, LLC 22749 19406 REYES-CERON, DOUGLAS 22000 22000 TARANTO, SARAH 20988 20988 GENTRY FAITH CREATIVE LLC 20341 18691 SPARKS, KARISSA 20060 20060 EDITCETERA 18650 18650 FALLOUT PICTURES LLC 17622 17622 UPPER SKY STUDIOS, LLC 16640 16640 THING-MAN LLC 16575 16575 COLLINS LLC, BRITTANY R. 15719 15719 INSPERITY 15257 15257 MENLO EDUCATION RESEARCH, LLC 15144 15144 BRADLEY, LAURA MASLIN 14534 14534 KOLLER, NIC 11900 11900 THOMAS, JOHN 11704 11704 TOTAL OF PROF'L SVC <$10,000 244423 232567