2026-09-04T11:29:21-05:00 2025-12-31 PwC US Tax LLP 655 NEW YORK AVE NW SUITE 1100 WASHINGTON DC 20001 990PF 2025-01-01 680065687 THE GEORGE LUCAS EDUCATIONAL FOUNDATION % LILLY FU GEOR 4156621600 PO BOX 3494 SAN RAFAEL CA 94912 STEPHEN D ARNOLD VICE CHAIR/CFO 4156621600 2026-09-03 true MICHAEL D HOFFMAN P01345551 2024141000 2026-07-31 2025 X 3151642 X 8368470 217984 217984 27640 6029 666 666 8592483 218650 28306 388044 388044 4020479 3849734 969088 937096 58640 0 0 53646 72110 0 0 72110 2895037 2707887 6929 34216 260029 260020 1105772 1071805 9810344 0 0 9340342 0 0 9810344 0 0 9340342 -1217861 218650 28306 3706600 2454014 2454014 556760 584087 584087 5340 12501 5340 5340 43516 70220 70220 500806 462825 51760 37981 37981 4371137 3151642 3151642 738419 706868 0 0 738419 706868 X 3632718 2444774 0 0 3632718 2444774 4371137 3151642 3632718 -1217861 29917 2444774 2444774 3039 3039 3039 3500 0 3500 X 35 426 426 0 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 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 388044 42913 0 STEPHEN MERRILL PO BOX 3494 SAN RAFAEL CA 94912 GM & CCO, EDUTOPIA 50.0 358298 38815 0 MAAROOF FAKHRI PO BOX 3494 SAN RAFAEL CA 94212 GM, LUCAS LEARNING 50.0 325871 20537 0 JOEL SADLER PO BOX 3494 SAN RAFAEL CA 94912 CTO, LUCAS LEARNING 50.0 295224 40115 0 LILLY FU PO BOX 3494 SAN RAFAEL CA 94912 SR DIRECTOR, FIN 50.0 283076 34062 0 KENIE RICHARDS PO BOX 3494 SAN RAFAEL CA 94912 CMO, EDUTOPIA 50.0 220845 13443 0 20 TREW KNOWLEDGE 372 RICHMOND ST W STE 210 TORONTO ONTARIO CA M5V 1X6 WEB DEVELOPMENT SERV 527924 YETI CGI INC 1300 MICHIGAN ST NE STE 100 GRAND RAPIDS MI 49503 SOFTWARE DEVELOPMENT 330000 VOX TELEVISION 50 HUNT STREET WATERTOWN MA 02472 VIDEO PRODUCTION SER 316403 ELSEVIER INC 1600 JOHN F KENNEDY BOULEVARD SUIT PHILADELPHIA PA 19103 SOFTWARE DEVELOPMENT 137500 ORANGE YOU GLAD LLC 463 DEGRAW ST BROOKLYN NY 11217 BRANDING & DESIGN 129145 7 EDUTOPIA, LUCAS LEARNING, & LUCAS EDU. RESEARCH. SEE ATTACH. 9340342 0 7454489 0 7454489 0 7454489 111817 7342672 367134 X 9340342 0 20437 0 0 9360779 1993-08-30 X 28306 6504 21239 269356 325405 24060 5528 18053 228953 276594 9360779 8549864 9338979 9910262 37159884 0 0 1003547 2057819 3061366 9360779 8549864 8335432 7852443 34098518 0 0 0 0 0 0 244756 231576 209245 179570 865147 0 0 0 0 GEORGE W LUCAS JR X 14 217984 ROYALTY 15 666 CREDIT CARD REBATE 1526 REIMBURSEMENTS 3837 218650 5363 224013 11C ANNUAL REBATE ON COMMERCIAL CREDIT CARD. 11D EMPLOYEE BUSINESS EXPENSE REIMBURSEMENT. 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 8358420 X 2 CHARLESPATRICIA NELSON FOUNDATION 2403 WASHINGTON COURT ANACORTES WA 98221 10000 X PWC US TAX LLP 72110 72110 NONE 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 DISCLOSURE ORGANIZATION MISSION AND OTHER DISCLOSURE GLEF'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 ACTIVITIES PART VIII-A: SUMMARY OF DIRECT CHARITABLE ACTIVITIES EDUTOPIA: 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. MORRISON & FOERSTER LLP 47086 42092 ADLER & COLVIN 519 519 SHARTSIS FRIESE LLP 6729 6729 OGLETREE,DEAKINS,NASH,SMOAK&ST 4306 4306 OP SUP & MATERIALS & PRINT 20471 12563 FURNITURE AND EQUIPMENT 11839 11762 EMPLOYEE RECRUITING 34360 34360 AD & PROMOTION 467541 455327 HONORARIA AND STIPENDS 3500 3500 REPAIR AND MAINTENANCE 4615 4150 EQUIP AND FACILITIES RENTAL 56 56 TELEPHONE AND WIFI ACCESS 41883 40821 INSURANCE PREMIUMS 30027 30027 WEB APPS, DUES, FEES, LIC 474592 462351 POSTAGE AND DELIVERY 8234 8234 CONTINGENCY & OTH MISC. EXP. 4084 4084 EMPLOYEE TEAM BUILDING 4132 4132 BANK CHARGES 438 438 ROYALTY INCOME 666 666 666 CREDIT CARD REBATE 1526 REIMBURSEMENTS 3837 UNREALIZED GAINS ON INVESTMENT 2277 GRANT REFUNDS 27640 TREW KNOWLEDGE INC. 527924 498324 YETI CGI INC. 330000 330000 VOX TELEVISION INC. 316403 260028 ELSEVIER INC. 137500 137500 ORANGE YOU GLAD LLC 129145 124645 ARABELLA ADVISORS, LLC 107469 107469 HIRED GUNS MK CONSULT GP LLC 84488 77603 MICHELSON, MARK 77353 74555 JEFFREY HEPBURN 65636 51567 FALSTEIN, NOAH 60000 54000 NATHAN ROLL 51510 44030 FIELD STUDIO LLC 50482 50482 TALL GIRL SHORTS LLC 47426 47426 HYLTON KOPSHINSKY, DANIELLE 46294 42494 CLANCY, KELLY 46186 46186 SHULTZ, ALEXANDER 41125 37475 WELSCH MEDIA LLC 38620 38620 MASA FILMS LLC 38591 36490 RACHEL STAUB 31820 29420 TARANTO, SARAH 31411 31411 OVEREASY EDITORIAL, LLC 30660 30660 CONCORD CONSORTIUM, THE 30000 30000 GENTRY FAITH CREATIVE LLC 26978 26978 MATTHEW OMERNICK 25850 22025 GOTT ADVERTISING, LLC 25654 21824 REYES-CERON, DOUGLAS 22500 22500 EDITCETERA 21511 20013 THOMAS, LAURA 20115 18697 CURRIE, BENJAMIN 18108 17685 BRADLEY, LAURA MASLIN 17604 15606 JONES IT CONSULTING, LLC 17270 17270 LEE, REBEKAH 13095 11025 THING-MAN LLC 13000 13000 KIWI PTRN, DIV OF VIT IMPT LLC 12670 11620 BOTTEGA, MASSIMILIANO 11500 11500 LACERTE, MARCIA 11500 11500 BIG THINKERS SOCIETY LLC 10672 10672 GRIFFIN STRATEGY GROUP 10175 10175 TOTAL OF PROF'L SVC <$10,000 296792 265412 FEDERAL EXCISE TAX 6929