LUMINA FOUNDATION FOR EDUCATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LUMINA FOUNDATION FOR EDUCATION INC (EIN 35-1813228)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349104529
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T12:10:27+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 S Bemiston Ave Suite 800 | AddressLine1Txt |
| City | Clayton | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351813228 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lumina Foundation for Education Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUMI | BusinessNameControlTxt |
| Phone | 3179515300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 Massachusetts Ave Suite 1390 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jamie Merisotis | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2024-11-15 | 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 | Steve Lenivy | PreparerPersonNm |
| PTIN | P01635350 | PTIN |
| Phone | 3148022000 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,447,572,232 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $135,360 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $135,360 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,159,694 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,392,955 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,020,517 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $624,909,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,168,263 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $16,092 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,336,684 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $54,331,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,033,262 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,765,951 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $125,752 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,625,760 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $7,415,379 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $391,955 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,900,501 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,506,910 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $160,489 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,166,105 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $611,752 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $130,108 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $447,198 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $250,368 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,860 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $18,737 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,061,866 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,202,177 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,403,171 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $225,467 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $225,467 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,198,804 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $384,758 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $170,572 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $573,936 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $904,744 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $81,155 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $813,914 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,183,314 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,972 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,763,495 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $576,730 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $493,269 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,639,273 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,319,193 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,649,398 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,511,130 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,396,355 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,507,015 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,831,247 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,173,681 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,342,377 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,396,355 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,680,696 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,010,714 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,636,907 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,669,565 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,902,794 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,902,794 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,321,928 | AcctRcvblAmt |
| Acct Rcvbl BOY | $403,362 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,321,928 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,321,928 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $343,769 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $425,217 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $425,217 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $9,382,008 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $19,829,005 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $19,829,005 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $373,651,417 | CorporateStockBOYAmt |
| Corporate Stock EOY | $313,996,528 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $313,996,528 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $44,753,056 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $39,577,647 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $39,577,647 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $903,160,141 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $990,675,400 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $990,675,400 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,905,219 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,511,095 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $332,016 | LandBOYAmt |
| Land EOY | $394,124 | LandEOYAmt |
| Land EOYFMV | $394,124 | LandEOYFMVAmt |
| Other Assets BOY | $58,515,834 | OtherAssetsBOYAmt |
| Other Assets EOY | $68,449,589 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $68,449,589 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,413,211,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,447,572,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,447,572,232 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $36,703,399 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,520,034 | AccountsPayableEOYAmt |
| Grants Payable BOY | $354,700 | GrantsPayableBOYAmt |
| Grants Payable EOY | $725,000 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $3,167,547 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,496,821 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $40,225,646 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,741,855 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,372,985,522 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,437,830,377 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,372,985,522 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,437,830,377 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,413,211,168 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,447,572,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,372,985,522 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,010,714 | ExcessRevenueOverExpensesAmt |
| Other Increases | $322,001,646 | OtherIncreasesAmt |
| Subtotal | $1,658,976,454 | SubtotalAmt |
| Other Decreases | $221,146,077 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,437,830,377 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| TOTAL PUBLICLY TRADED SECURITIES | P | $624,909,000 | $602,353,176 | $22,555,824 | $0 | $22,555,824 |
| CAPITAL GAINS FROM K-1'S | P | $5,612,439 | $5,612,439 | $0 | $5,612,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,168,263 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $523,153 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $523,153 | SubtotalAmt |
| Tax Based On Investment Income | $523,153 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,564,337 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,564,337 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,041,184 | OverpaymentAmt |
| Applied To ES Tax | $2,041,184 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LUMINAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ERIN ARCHER | IndividualWithBooksNm |
| Phone | 3179515300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 Massachusetts Avenue Suite 1390 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | false | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Alisa Miller | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Director | 2.000 | $42,250 | $0 | $0 |
| Allan Hubbard | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Director | 1.000 | $28,000 | $0 | $0 |
| Austan Goolsbee | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Director | 1.000 | $28,000 | $0 | $0 |
| Carmen Ambar Twillie | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Director | 1.000 | $28,000 | $0 | $0 |
| Christine Pambianchi | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Director | 1.000 | $28,000 | $0 | $0 |
| David Wilson | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Director | 1.000 | $32,500 | $0 | $0 |
| Joseph Boateng | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Director | 2.000 | $34,000 | $0 | $0 |
| Justin Christian | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Director | 1.000 | $28,000 | $0 | $0 |
| Kathy Davis | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Director | 2.000 | $36,500 | $0 | $0 |
| Matt Breitfelder | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Director | 2.000 | $34,000 | $0 | $0 |
| Matthew Goldberg | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Director | 1.000 | $28,000 | $0 | $0 |
| William Serrata | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Director | 1.000 | $28,000 | $0 | $0 |
| Chauncy Lennon | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | VP for the Future of Learning and Work & Sr. Stratgeic Advisor | 40.000 | $384,821 | $99,652 | $0 |
| Courtney Brown | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | VP of Impact & Planning | 40.000 | $385,382 | $101,242 | $3,433 |
| Debra Humphreys | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | VP of Strategic Engagement | 40.000 | $347,660 | $71,236 | $0 |
| Erin Archer | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | VP for Fin and Invest/CFO (as of 8/7/23) | 40.000 | $167,803 | $8,537 | $10,012 |
| Holiday McKiernan | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Exec VP/COO/ General Counsel/Secretary (until 2/28/23) | 40.000 | $151,007 | $7,532 | $420 |
| Hong Linh Nguyen | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | VP, Equity Culture, & Talent | 40.000 | $336,383 | $60,119 | $2,520 |
| Jamie Merisotis | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | President/CEO | 40.000 | $1,040,873 | $118,707 | $2,520 |
| Michelle Cooper | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | VP, Public Policy & Executive Director | 40.000 | $336,696 | $58,481 | $3,071 |
| Timothy Robinson | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | VP General Counsel & Chief of Staff | 40.000 | $321,872 | $85,555 | $3,584 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| Cody Coppotelli | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Dir. of Investments | 40.000 | $240,274 | $77,542 | $2,308 |
| Kevin Corcoran | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Strategy Director | 40.000 | $215,225 | $102,271 | $3,372 |
| Shelley Lloyd | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Dir of HR & Fac | 40.000 | $210,661 | $109,341 | $2,308 |
| Susan Johnson | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Dir Op & Grant Admin | 40.000 | $207,522 | $84,729 | $2,308 |
| Thomas Major | |||||||||
| 820 Massachusetts Ave | Suite 1390 | Indianapolis | IN | 46204 | Assoc Gen Counsel | 40.000 | $204,137 | $51,223 | $3,372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 48 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| CornerStone Partners | ||||||
| 675 Jefferson Parkway | Charlottesville | VA | 22911 | Investment consulting and advisory services | $2,692,962 | |
| Shiel Sexton Company Inc | ||||||
| 902 N Capitol Ave | Indianapolis | IN | 46204 | Consutruction Contractor for new office location | $1,343,728 | |
| HCM Strategists LLC | ||||||
| 501 Congress Ave | Austin | TX | 78701 | Support Lumina's state policy agenda | $1,288,587 | Suite 257 |
| Kite Washington LLC | ||||||
| 30 S MERIDIAN ST 1100 | Indianapolis | IN | 46204 | Rental property manager | $589,437 | |
| Moser Consulting Inc | ||||||
| 6220 Castleway Drive | Indianapolis | IN | 46250 | Information Technology/Helpdesk Services | $542,321 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 36 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TECHNICAL ASSISTANCE: THE FOUNDATION PROVIDES TECHNICAL ASSISTANCE BASED ON NONPARTISAN RESEARCH AND ANALYSES TO STAKEHOLDERS IN THE FIELD OF POST-SECONDARY EDUCATION, AS WELL AS TO POLICYMAKERS WHO ARE TASKED WITH DEVELOPING POLICY OPTIONS RELATED TO INCREASING ATTAINMENT. FOUNDATION EXECUTIVES AND STAFF REGULARLY PROVIDE TECHNICAL ADVICE AND ASSISTANCE ABOUT CRITICAL ISSUES SUCH AS THE STATE OF ACCESS TO EDUCATION BEYOND HIGH SCHOOL, THE RANGE OF PROGRAMS THAT HAVE BEEN INITIATED TO INCREASE SUCH ACCESS, AND EFFORTS TO ENHANCE THE LIKELIHOOD OF STUDENT SUCCESS. THIS INCLUDES PROVIDING BRIEFINGS AND TESTIMONY AT THE REQUEST OF POLICYMAKERS ON MATTERS WITHIN THE FOUNDATION'S EXPERTISE. THE FOUNDATION USES NONPARTISAN RESEARCH AND ANALYSES TO PROVIDE BACKGROUND AND EDUCATIONAL INFORMATION ON A WIDE ARRAY OF ISSUES AFFECTING POSTSECONDARY EDUCATION. | Description1Txt |
| Expenses1 | $11,039,664 | Expenses1Amt |
| Description2 | RESEARCH AND PUBLICATIONS: THE FOUNDATION CONDUCTS SUBSTANTIAL NONPARTISAN RESEARCH AND ANALYSES ON ISSUES AFFECTING POST-SECONDARY EDUCATION AND MAKES THIS RESEARCH WIDELY AVAILABLE AT NO CHARGE. THE FOUNDATION RELEASED ITS BENCHMARK REPORT, "A STRONGER NATION: LEARNING BEYOND HIGH SCHOOL BUILDS AMERICAN TALENT," AS AN ONLINE DATA VISUALIZATION TOOL. THIS REPORT, BASED ON FEDERAL DATA, OFFERS A COMPELLING CASE FOR THE NEED TO DRAMATICALLY INCREASE THE SHARE OF AMERICANS WITH WORKFORCE CERTIFICATES, COLLEGE DEGREES, AND OTHER HIGH-QUALITY POST-SECONDARY CREDENTIALS. THE TOOL, WHICH WAS WIDELY SHARED THROUGH MEDIA PITCHING AND SOCIAL MEDIA OUTREACH, OFFERS STATE-BY-STATE ANALYSES OF THE EDUCATION LEVELS OF EACH STATE'S RESIDENTS, HIGHLIGHTING THE WORK THAT MUST BE DONE TO ACHIEVE EDUCATIONAL ATTAINMENT OF 60 PERCENT. THE FOUNDATION RELEASED TWO ISSUES OF FOCUS MAGAZINE, A PUBLICATION WHICH HIGHLIGHTS SIGNIFICANT ISSUES FACING POST-SECONDARY EDUCATION. | Description2Txt |
| Expenses2 | $2,934,288 | Expenses2Amt |
| Description3 | CONFERENCES AND CONVENINGS: THE FOUNDATION CONVENES POST-SECONDARY EDUCATION LEADERS, POLICYMAKERS, RESEARCHERS, AND OTHERS WHO ARE INFLUENTIAL AND ACTIVELY INVOLVED IN EFFORTS TO EXPAND ACCESS TO AND SUCCESS IN POST-SECONDARY EDUCATION, PARTICULARLY AMONG DIFFICULT-TO-REACH POPULATIONS SUCH AS STUDENTS OF COLOR, ADULTS WHO DELAY THEIR PURSUIT OF EDUCATION BEYOND HIGH SCHOOL, FIRST-GENERATION STUDENTS, AND STUDENTS FROM LOW-INCOME FAMILIES. THESE CONVENINGS ARE FOCUSED ON BRINGING TOGETHER STAKEHOLDERS AROUND A RANGE OF TOPICS WITH THE OBJECTIVES OF LEARNING, BUILDING, SHARING, AND ACTING. TOPICS COVERED RANGE FROM OVERCOMING BARRIERS TO POST-SECONDARY EDUCATION TO INCREASING RATES OF PERSISTENCE AND COMPLETION AMONG STUDENTS WHO ENROLL IN COLLEGE OR OTHER POST-SECONDARY PROGRAMS. | Description3Txt |
| Expenses3 | $1,186,454 | Expenses3Amt |
| Description4 | PHILANTHROPY: THE FOUNDATION ACTIVELY SUPPORTS THE PHILANTHROPIC SECTOR AS WELL AS ORGANIZATIONS INVOLVED IN THE FIELD OF POST-SECONDARY EDUCATION. FOUNDATION EXECUTIVES AND EMPLOYEES ARE ACTIVE WITH PHILANTHROPIC ORGANIZATIONS IN INDIANAPOLIS, WHERE THE FOUNDATION IS HEADQUARTERED, AND IN THE VICINITY OF THE DISTRICT OF COLUMBIA, WHERE IT HAS A SATELLITE OFFICE. FOUNDATION EXECUTIVES AND STAFF MEMBERS ALSO SERVE ON THE BOARDS OF LOCAL, NATIONAL AND INTERNATIONAL CHARITABLE ORGANIZATIONS. FOR EXAMPLE, THE FOUNDATION'S PRESIDENT AND CEO SERVES ON THE BOARD OF DITCHLEY FOUNDATION IN THE UNITED KINGDOM, AS PAST CHAIRMAN AND TRUSTEE EMERITUS OF THE COUNCIL ON FOUNDATIONS, AND ON THE BOARDS OF ACT AND THE CENTRAL INDIANA CORPORATE PARTNERSHIP. OTHER LUMINA STAFF SERVE ON BOARDS SUCH AS THE NELLIE MAE FOUNDATION, INDY CHAMBER, AND THE ARNOLT CENTER FOR INVESTIGATIVE JOURNALISM AT INDIANA UNIVERSITY. | Description4Txt |
| Expenses4 | $883,954 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Reinvestment Fund, Inc: PRI loan to address the level of philanthropic, government, and other financial support to HBCUs. | Description1Txt |
| Expenses1 | $1,000,000 | Expenses1Amt |
| Description2 | Savi Solutions: Early stage company that has financial technology which makes it easier to navigate the complex landscape of student loan forgiveness and repayment. | Description2Txt |
| Expenses2 | $500,000 | Expenses2Amt |
| Total | $1,500,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,365,955,472 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,216,123 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,667,854 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,390,839,449 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,390,839,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,862,592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,369,976,857 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,498,843 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,498,843 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $523,153 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $523,153 | TotalTaxAmt |
| Distributable Before Adj | $67,975,690 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,386,815 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,362,505 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $69,362,505 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,680,696 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,500,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,684,846 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $89,865,542 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,362,505 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,044,755 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,158,428 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,587,827 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,381,849 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $72,172,859 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,865,542 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,362,505 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,503,037 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $92,675,896 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $21,044,755 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $71,631,141 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,158,428 | ExcessFromYear4Amt |
| Excess From Year3 | $10,587,827 | ExcessFromYear3Amt |
| Excess From Year2 | $10,381,849 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $20,503,037 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PROGRAM OFFICE NEW INQUIRY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LUMINA FOUNDATION FOR EDUCATION PO | AddressLine1Txt |
| Address Line2 | Box 1806 | AddressLine2Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462061806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | Lumina Foundation does not have a formal letter of inquiry (LOI) policy. However, we do review unsolicited requests. Unsolicited requests are reviewed by the grants management team for alignment with the Foundation's current strategic priorities. If the request aligns with current work, it is referred to a program officer for further review. Requests considered viable are invited to submit concept papers for further consideration by Lumina Executive Team members. Formal invitations for full proposal may be advanced following initial evaluation. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | UNSOLICITED INQUIRIES RECEIVED BY THE END OF SEPTEMBER FOR THE YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | Lumina carefully reviews every grant inquiry that meets foundation guidelines. Following the initial review, we will inform applicants within two months of receipt whether the inquiry fits our current priorities and resources. Due to limited resources, we cannot request proposals from all inquiries that meet our criteria. If we decide to request a full proposal, a Program Officer will contact the applicant to request additional information and to provide instructions on applying for a grant. An invitation to submit a proposal does not guarantee funding. Lumina carefully considers all solicited proposals; occasionally, we invite external experts to review proposals as well. We are diligent in our efforts to respond promptly to proposals. Assuming potential grantees' timely responses to requests for information, the entire review and approval process typically takes approximately six months. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (335 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Blackbaud Giving Fund | ||||||||||
| 2000 Daniel Island Dr Suite 100 | Charleston | SC | 29492 | PC | Public charity conduit for lumina staff, board and retiree gifts to public charities. | $2,300,133 | ||||
| Georgetown University | ||||||||||
| 37th O Streets Northwest Box 571168 | Washington | DC | 20057 | PC | To examine attainment challenges to meet the needs of the modern workforce. | $2,000,000 | ||||
| National Skills Coalition | ||||||||||
| 1250 Connecticut Avenue Northwest S | Washington | DC | 20036 | PC | To mobilize a diverse set of cross-sector teams from 15-20 states committed to expanding equitable access to and completion of quality non-degree credentials. | $1,200,000 | uite 200 | |||
| National Student Clearinghouse Research Center | ||||||||||
| 2300 Dulles Station Boulevard Suit | Herndon | DC | 20036 | PC | To produce 2024 & 2025 SCNC reports and add race/ethnicity to the 2024 & 2025 Undergraduate Degree Earners report. | $1,007,500 | ||||
| Ithaka SR | ||||||||||
| One Liberty Plaza 165 Broadway 5th | New York | NY | 10004 | PC | To support scaling of stranded credit clearinghouse | $1,000,000 | Floor | |||
| Louisiana Community and Technical College System Foundation | ||||||||||
| 265 South Foster Drive | Baton Rouge | LA | 70801 | PC | To improve the brand-building efforts of the 12 colleges in the Louisiana Community and Technical College System to support enrollment of adult learners. | $1,000,000 | ||||
| Association of Chamber of Commerce Executives Foundation | ||||||||||
| 1330 Braddock Place Suite 300 | Alexandria | VA | 22202 | PC | To support 10-12 new communities to drive growth of credentialing and degree programs in their regions. | $994,000 | ||||
| Hechinger Report The | ||||||||||
| 525 W 120th Street Box 127 | New York | NY | 10004 | PC | To support in-depth national coverage on improving educational opportunities beyond high school. | $850,000 | ||||
| US Chamber of Commerce Foundation | ||||||||||
| 1615 H Street Northwest | Washington | DC | 20005 | PC | To continue developing and implementing resources to states and community college partners for application of the Talent Pipeline Management framework. | $835,000 | ||||
| Foundation for California Community Colleges | ||||||||||
| 1102 Q Street Suite 4800 | Sacramento | CA | 95811 | PC | To strengthen the three selected High Road Construction Careers partnership models between the State Building Trades, California Workforce Development Board, and other community organizations. | $800,000 | ||||
| Higher Learning Advocates | ||||||||||
| 1201 Connecticut Ave NW Suite 651 | Washington | DC | 20036 | PC | To support the organization's operations, strategic redevelopment, organizational planning, and responsive capacity changes. | $750,000 | ||||
| National Fund for Workforce Solutions | ||||||||||
| 1250 Connecticut Ave NW suite 200 | Washington | DC | 20036 | PC | To drive coordinated policy and practice changes across workplaces, workforce, and postsecondary education systems to ensure that race does not dictate employment outcomes. | $700,000 | ||||
| New America Foundation | ||||||||||
| 740 15th Street Northwest Suite 90 | Washington | DC | 20005 | PC | To support a cohort of community colleges in strengthen, modernize, and update business models to enhance workforce development offerings. | $700,000 | ||||
| University of Pittsburgh | ||||||||||
| Office of Sponsored Programs Admini | Pittsburgh | PA | 15260 | PC | To support the implementation of the REACH Deeper college cohort | $698,500 | 300 Murdoch One Bldg | |||
| American Institutes for Research | ||||||||||
| 1400 Crystal Drive 10th Floor | Arlington | VA | 22202 | PC | To research institutional change efforts that support adult learner participation | $675,000 | ||||
| Century Foundation Inc The | ||||||||||
| One Whitehall Street 15th Floor | New York | NY | 10004 | PC | To expand the current Industry and Inclusion cohort to serve three community college systems in geographic regions that have large federal investments through the Build Back Better and Good Jobs Challenge programs. | $650,000 | ||||
| Education Writers Association | ||||||||||
| 1825 K Street NW Suite 200 | Washington | DC | 20006 | PC | To support training for journalists that fosters informed, in-depth coverage of higher education and workforce training issues. | $650,000 | ||||
| New America Foundation | ||||||||||
| 740 15th Street Northwest Suite 90 | Washington | DC | 20005 | PC | To support research, policy analysis, and nonpartisan advocacy that advances federal policies that support today's students | $650,000 | ||||
| Century Foundation Inc The | ||||||||||
| One Whitehall Street 15th Floor | New York | NY | 10004 | PC | To support research, policy analysis, and nonpartisan advocacy that advances federal policies that support today's students. | $625,000 | ||||
| Research Foundation of State University of New York | ||||||||||
| PO Box 9 | Albany | NY | 122010009 | PC | To support the implementation of Strategic Enrollment Management plans at SUNY Community Colleges. | $613,000 | ||||
| American University | ||||||||||
| 4400 Massachusetts Avenue NW | Washington | DC | 200168033 | PC | To support expansion and use of a toolkit for higher education to respond to rising anti-democratic attitudes and beliefs. | $600,000 | ||||
| Behavioral Ideas Lab Inc | ||||||||||
| 80 Broad Street 30th Floor | New York | NY | 10004 | PC | To transform admissions processes using behavioral science to increase adult enrollment in BA programs | $600,000 | ||||
| Education Trust Inc The | ||||||||||
| 1501 K Street NW Suite 200 | Washington | DC | 20005 | PC | To support Ed Trust's capacity to engage with state and federal policymakers to preserve and advance equity in higher education policy | $600,000 | ||||
| Foundation for California Community Colleges | ||||||||||
| 1102 Q Street Suite 4800 | Sacramento | CA | 95811 | PC | To support participation through the continuation of the strategic enrollment management work with an emphasis on implementation. | $600,000 | ||||
| Foundation for California Community Colleges | ||||||||||
| 1102 Q Street Suite 4800 | Sacramento | CA | 95811 | PC | To support the California Community College System's deeper participation in the REACH Collaborative. | $600,000 | ||||
| State Higher Education Executive Officers | ||||||||||
| 3035 Center Green Drive Suite 100 | Boulder | CO | 80301 | PC | To promote improved student mental health through state/system policy recommendations. | $600,000 | ||||
| Research Foundation of State University of New York | ||||||||||
| PO Box 9 | Albany | NY | 122010009 | PC | To support the New York Student Success Center's deeper participation in the REACH Collaborative. | $595,000 | ||||
| American Association of State Colleges and Universities | ||||||||||
| 1717 Rhode Island Ave NW Suite 700 | Washington | DC | 20036 | PC | To prepare higher education leaders to create the conditions for an inclusive, equitable, and just democracy. | $575,000 | ||||
| Colorado Community College System Foundation The | ||||||||||
| 9101 E Lowry Boulevard | Denver | CO | 80230 | PC | To support the Colorado Community College System's deeper participation in the REACH Collaborative. | $565,000 | ||||
| Corporation for a Skilled Workforce | ||||||||||
| PO Box 17 | Hartland | MI | 48353 | PC | To extend and expand the ACE-UP community of practice. | $550,000 | ||||
| Institute for College Access and Success The | ||||||||||
| 1300 Clay Street Suite 1020 | Oakland | CA | 94612 | PC | To support research, policy analysis, and nonpartisan advocacy that advances federal policies that support today's students. | $550,000 | ||||
| University of Texas System The | ||||||||||
| 210 W 7th Street | Austin | TX | 78701 | PC | To further advance the University of Texas System's Equitable Student Pathways Project. | $550,000 | ||||
| American Association of Colleges and Universities | ||||||||||
| 1818 R Street Northwest | Washington | DC | 20009 | PC | To develop campus models connecting curricula to career preparation. | $507,000 | ||||
| Campaign for College Opportunity | ||||||||||
| 1149 South Hill Street Suite 925 | Los Angeles | CA | 90015 | PC | To support the Campaign for College Opportunity's state policy efforts and affirmative action research | $500,000 | ||||
| Free Press Indiana Inc | ||||||||||
| 805 N Audubon Rd | Indianapolis | IN | 46219 | PC | To support collaboration among news outlets in Indiana through editorial partnerships and coordinated coverage. | $500,000 | ||||
| MDRC | ||||||||||
| 200 Vesey Street 23rd Floor | New York | NY | 10281 | PC | To conduct research on promising programs and policies that community college are implementing for part-time students | $500,000 | ||||
| North Carolina Community Colleges System Office | ||||||||||
| 200 W Jones Street | Raleigh | NC | 27603 | PC | To support the North Carolina Community College System's deeper participation in the REACH Collaborative. | $500,000 | ||||
| Roadtrip Nation | ||||||||||
| 1626 Placentia Avenue | Costa Mesa | CA | 92627 | PC | To support a roadtrip documentary following Black male students exploring options for learning beyond high school. | $500,000 | ||||
| San Diego State University Research Foundation | ||||||||||
| 5250 Campanile Drive | San Diego | CA | 921821931 | SO III FI | To support the National Consortium on College Men of Color (NCCMC). | $500,000 | ||||
| Texas Community College Education Initiative | ||||||||||
| 1304 San Antonio St Ste 201 | Austin | TX | 787011686 | PC | To support the Texas Success Center's deeper participation in the REACH Collaborative. | $500,000 | ||||
| Virginia Community College System | ||||||||||
| 300 Arboretum Place Suite 200 | Richmond | VA | 23236 | PC | To support the Virginia Community College System's deeper participation in the REACH Collaborative. | $500,000 | ||||
| Complete College America | ||||||||||
| 350 Massachusetts Ave Suite 300 | Indianapolis | IN | 46204 | PC | To conduct research on colleges closing equity gaps between adult learners of color and their peers. | $495,000 | ||||
| Rutgers The State University of New Jersey | ||||||||||
| Office of Research and Sponsored Pr | New Brunswick | NJ | 089018554 | PC | To research student perspectives on community college noncredit programs | $486,000 | 57 US Highway 1 | |||
| PEN America | ||||||||||
| 588 Broadway Suite 303 | New York | NY | 10012 | PC | To defend against educational censorship and uplift the first principles of democracy. | $484,000 | ||||
| Washington University | ||||||||||
| 1 Brookings Drive | St Louis | MO | 631304899 | PC | To research credential quality and equity implications. | $474,200 | ||||
| Second Nature Inc | ||||||||||
| 160 Alewife Brook Parkway 1182 | Cambridge | MA | 02138 | PC | To drive equitable, holistic climate solutions across institution types and assets. | $447,808 | ||||
| Center for American Progress | ||||||||||
| 1333 H Street Northwest Suite 100E | Washington | DC | 20005 | PC | To support research, policy analysis and nonpartisan advocacy in support of efforts to increase equitable distribution of funding and accountability in higher education. | $425,000 | ||||
| Candid | ||||||||||
| PO Box 22799 | New York | NY | 100872799 | PC | To provide operational support in the programmatic expansion of Candid and Demographics via Candid. | $400,000 | ||||
| Jobs to Move America | ||||||||||
| 525 South Hewitt Street | Los Angeles | CA | 90013 | PC | To empower workers, communities, and community colleges in Alabama to provide pre-apprenticeship coursework around careers in the green industrial economy. | $400,000 | ||||
| Postsecondary National Policy Institute | ||||||||||
| 1828 L Street NW Suite 300-E c/o Ne | Washington | DC | 20036 | SO I | To support non-partisan efforts to provide professional development on higher education policy to Congressional staff and policymakers | $400,000 | w Venture Fund | |||
| Young Invincibles | ||||||||||
| 1025 Connecticut Avenue NW Suite | Washington | DC | 200365405 | PC | To elevate student voices in federal and state higher education policy pertaining to college affordability and basic needs. | $400,000 | ||||
| National Association of Student Personnel Administrators | ||||||||||
| 111K Street Northeast 10th Floor | Washington | DC | 200024409 | PC | To expand and support NASPA's Advising Success Network. | $396,750 | ||||
| Campus Compact | ||||||||||
| 89 South Street Suite 103 | Boston | MA | 02111 | PC | To build infrastructure, increase student engagement, and complete a landscape analysis of community college civic/democracy supports. | $372,500 | ||||
| Regents of the University of Michigan | ||||||||||
| 3003 S State Street | Ann Arbor | MI | 481091274 | PC | To understand the paths noncredit students take by leveraging administrative data for 5 states. | $370,000 | ||||
| Multiplier | ||||||||||
| 548 Market St PMB 81178 | San Francisco | CA | 94101 | PC | To scale Climate Wayfinding leveraging higher education. | $365,000 | ||||
| EdSource | ||||||||||
| 436 14th Street Suite 310 | Oakland | CA | 94612 | PC | To support coverage of higher education issues in California. | $350,000 | ||||
| James B Hunt Jr Institute for Educational Leadership and Policy Foundatio | ||||||||||
| 4000 Centregreen Way Suite 301 | Cary | NC | 27513 | PC | To support the Hunt Institute in creating meaningful platforms to engage policymakers | $350,000 | ||||
| Jobs for the Future Inc | ||||||||||
| 50 Milk Street Floor 17 | Boston | MA | 02109 | PC | To support non-partisan efforts to provide professional development on workforce and higher education policy to Congressional staff, executive branch staff, and policymakers | $350,000 | ||||
| New America Foundation | ||||||||||
| 740 15th Street Northwest Suite 90 | Washington | DC | 20005 | PC | To build capacity to reimagine the American narrative and to bring inclusive wellbeing frameworks into policy conversations | $350,000 | ||||
| State Higher Education Executive Officers | ||||||||||
| 3035 Center Green Drive Suite 100 | Boulder | CO | 80301 | PC | To support state higher education funding formula equity audits and national conferences. | $350,000 | ||||
| Temple University - of The Commonwealth System of Higher Education | ||||||||||
| 1805 N Broad Street | Philadephia | PA | 191226104 | PC | To support the Hope Center's policy efforts around meeting the basic needs of students. | $350,000 | ||||
| The Conversation US Inc | ||||||||||
| 303 Wyman Street Suite 300 | Waltham | MA | 02451 | PC | To support higher education researchers sharing their expertise on postsecondary access, attainment, and affordability with mainstream audiences. | $350,000 | ||||
| Volcker Alliance Inc | ||||||||||
| 39 Broadway Suite 1930 | New York | NY | 10006 | PC | To strengthen the Next Generation Service Corps national network and prepare for an impact evaluation. | $350,000 | ||||
| Aspen Institute The | ||||||||||
| 2300 N Street NW Suite 700 | Washington | DC | 20037 | PC | To launch a new task force on higher education and climate action | $340,000 | ||||
| Urban Institute The | ||||||||||
| 500 LEnfant Plaza SW | Washington | DC | 20024 | PC | To support four-year institutions in collecting student parent data to improve and inform policy and practice. | $330,000 | ||||
| Minnesota Humanities Center | ||||||||||
| 987 Ivy Avenue East | St Paul | MN | 55106 | PC | To support institutions in Indiana and nationally implement a new curricular intervention that promotes civic agency. | $300,000 | ||||
| National Association for College Admission Counseling | ||||||||||
| 1050 North Highland Street Suite 4 | Arlington | VA | 22201 | PC | To design NACAC's Center for Reimagining College Access | $300,000 | ||||
| National Conference of State Legislatures | ||||||||||
| 7700 East First Place | Denver | CO | 802307143 | NC | To advance Lumina's public policy priorities among state legislators. | $300,000 | ||||
| Open Campus Media Inc | ||||||||||
| One Thomas Circle NW 700 | Washington DC | IN | 20005 | PC | To support in-depth coverage of race and equity in higher education, and higher education coverage in Indiana. | $275,000 | ||||
| American Council on Education | ||||||||||
| One Dupont Circle NW Suite 800 | Washington | DC | 200361193 | PC | To generate a series of data products designed to identify potential leavers for public policy solutions and institutional strategies. | $250,000 | ||||
| Campus Compact | ||||||||||
| 89 South Street Suite 103 | Boston | MA | 02111 | PC | To implement the College Renaissance Corps in partnership with community college systems. | $250,000 | ||||
| Century Foundation Inc The | ||||||||||
| One Whitehall Street 15th Floor | New York | NY | 10004 | PC | To support the third cohort of Next100 policy entrepreneurs and apply research on inclusive policymaking with partner organizations. | $250,000 | ||||
| Council for Opportunity in Education | ||||||||||
| 1025 Vermont Ave NW Suite 400 | Washington | DC | 20005 | PC | To conduct research with Black, Hispanic, and Indigenous learners on the value of postsecondary education. | $250,000 | ||||
| Higher Learning Commission | ||||||||||
| 230 South LaSalle Street Suite 7-5 | Chicago | IL | 60604 | PC | To create a new business model focused on short-term credentials that include and expand beyond traditional programs and degrees. | $250,000 | ||||
| NALEO Educational Fund | ||||||||||
| 1122 West Washington Boulevard Thi | Los Angeles | CA | 90015 | PC | To support NALEO Education Fund's policymaker education and professional development on talent development and racial equity for Latino elected/appointed officials | $250,000 | ||||
| Pennsylvania State University | ||||||||||
| 110 Technology Center Building | University Park | PA | 16802 | PC | Supporting academic policy research leading to more equitable higher education funding policies. | $250,000 | ||||
| Texas Tribune The | ||||||||||
| 919 Congress Avenue 6th Floor | Austin | TX | 78701 | PC | To support in-depth, student-centered reporting on postsecondary pathways in Texas. | $250,000 | ||||
| Urban Institute The | ||||||||||
| 500 LEnfant Plaza SW | Washington | DC | 20024 | PC | To align new and existing trend data across multiple federal entities and produce analyses using the data | $250,000 | ||||
| Texas Community College Education Initiative | ||||||||||
| 1304 San Antonio St Ste 201 | Austin | TX | 787011686 | PC | To support the Texas Association of Community Colleges (TACC) to provide technical assistance to implement the new community college funding formula. | $225,000 | ||||
| Research Foundation of CUNY | ||||||||||
| 230 West 41st Street 7th Floor | New York | NY | 10036 | PC | To support CUNY's Second Year Success Campaign and CUNY's Lecturer Hiring Initiative | $204,700 | ||||
| Amalgamated Foundation | ||||||||||
| 1825 K Street NW | Washington | DC | 20006 | PC | To address philanthropy's historical practices through a transparent, self-critical process. | $200,000 | ||||
| Institute for Higher Education Policy | ||||||||||
| 1615 L Street NW Suite 310 | Washington | DC | 20036 | PC | To examine higher education's role and activating policy change to narrow the racial wealth gap | $200,000 | ||||
| Massachusetts Alliance for Early College Inc | ||||||||||
| 588 Boston Post Road Suite 150 | Weston | MA | 02493 | PC | To facilitate cross-site learning and faculty professional development for Massachusetts's equity-minded early college programs | $200,000 | ||||
| Phi Theta Kappa Foundation | ||||||||||
| 1625 Eastover Drive | Jackson | MS | 39211 | PC | To improve the way colleges promote community college enrollment and attendance. | $200,000 | ||||
| Seattle Foundation The | ||||||||||
| 1601 Fifth Avenue Suite 1900 | Seattle | WA | 981013615 | PC | To support the Equitable Evaluation Initiative. | $200,000 | ||||
| Southern Education Foundation Inc | ||||||||||
| 101 Marietta Street NW Suite 1650 | Atlanta | GA | 30303 | PC | To explore how greater K12 integration may support higher education access, diversity, and completion | $200,000 | ||||
| State of Idaho Board of Education | ||||||||||
| 650 W State Street PO 83720 | Boise | ID | 837200037 | PC | To expand Idaho's direct admissions program and create a regional multi-state direct admissions compact | $200,000 | ||||
| Urban Institute The | ||||||||||
| 500 LEnfant Plaza SW | Washington | DC | 20024 | PC | To expand data collection activities and support with the ACE-UP community colleges cohort. | $200,000 | ||||
| Veterans Education Success | ||||||||||
| 1501 K Street NW Suite 200 | Washington | DC | 20005 | PC | To support engagement with Department of Education negotiated rulemaking. | $200,000 | ||||
| Bipartisan Policy Center Inc | ||||||||||
| 1225 Eye Street NW Suite 1000 | Washington | DC | 20005 | PC | To develop and advance policy solutions designed to improve college completion and college affordability | $195,000 | ||||
| University of Notre Dame | ||||||||||
| Finance Office1100 Grace Hall | Notre Dame | IN | 465565612 | PC | To support the Wilson Sheehan Lab for Economic Opportunities (LEO). | $190,000 | ||||
| Arizona State University Foundation for A New American University | ||||||||||
| PO Box 2260 300 East University Dri | Tempe | AZ | 852802260 | PC | To provide operational support to the Academy for Innovative Higher Education Leadership. | $185,000 | ||||
| Rutgers The State University of New Jersey | ||||||||||
| Office of Research and Sponsored Pr | New Brunswick | NJ | 089018554 | PC | To serve as the central hub to disseminate data and research on noncredit education. | $185,000 | 57 US Highway 1 | |||
| Rockefeller Philanthropy Advisors Inc | ||||||||||
| 90 Church Street Floor 1 7082 | New York | NY | 10008 | PC | To enhance the design of college promise programs to foster greater effectiveness and success outcomes | $180,000 | ||||
| Minnesota Office of Higher Education | ||||||||||
| 1450 Energy Park DriveSuite 350 | St Paul | MN | 55108 | NC | To expand Minnesota's direct admissions program and develop a standardized financial aid letter | $170,000 | ||||
| New York University (Marron Institute) | ||||||||||
| 370 Jay Street 12th Floor | Brooklyn | NY | 11201 | PC | To support a book on the crumbling American promise to provide college opportunity for all. | $155,000 | ||||
| Bismarck State College | ||||||||||
| 1500 Edwards Ave | Bismarck | ND | 58501 | PC | To support community colleges in improving their capacity to engage and enroll potential students through enhanced digital presence, mobile design and accessibility. | $150,000 | ||||
| Blackhawk Technical College | ||||||||||
| 6004 S County Road G PO Box 5009 | Janesville | WI | 535475009 | PC | To support community colleges in improving their capacity to engage and enroll potential students through enhanced digital presence, mobile design and accessibility. | $150,000 | ||||
| Central Wyoming College Foundation | ||||||||||
| 2660 Peck Avenue | Riverton | WY | 82501 | PC | To support community colleges in improving their capacity to engage and enroll potential students through enhanced digital presence, mobile design and accessibility. | $150,000 | ||||
| College of Eastern Idaho | ||||||||||
| 1600 South 25th East | Idaho Falls | ID | 83404 | PC | To support marketing and brand-building efforts around increased enrollment of adult learners. | $150,000 | ||||
| Community College of Rhode Island Foundation | ||||||||||
| 1762 Louisquisset Pike | Lincoln | RI | 02865 | PC | To support brand-building efforts through the built environment to increase the engagement and enrollment of adult learners. | $150,000 | ||||
| County College of Morris Foundation | ||||||||||
| 214 Center Grove Road | Randolph | NJ | 07869 | PC | To support marketing and brand-building efforts around the increased enrollment of adult learners. | $150,000 | ||||
| Great Falls College - Montana State University | ||||||||||
| 2100 16th Avenue South | Great Falls | MT | 59405 | PC | To support marketing, brand-building, and digital access efforts and ultimately increase enrollment of adult learners. | $150,000 | ||||
| Institute for Citizens and Scholars The | ||||||||||
| 104 Carnegie Center Suite 301 | Princeton | NJ | 08540 | PC | To support the Citizen Preparation Assessment Working Group. | $150,000 | ||||
| Iowa Lakes Community College | ||||||||||
| 19 South 7th Street | Estherville | IA | 51334 | PC | To support community colleges in improving their capacity to engage and enroll potential students through enhanced digital presence, mobile design and accessibility. | $150,000 | ||||
| Madison Area Technical College | ||||||||||
| 1701 Wright Street | Madison | WI | 53704 | PC | To improve knowledge and develop sustainable strategies to implement data informed adult student enrollment efforts. | $150,000 | ||||
| Northwest-Shoals Community College | ||||||||||
| 800 George Wallace Blvd | Muscle Shoals | AL | 35661 | PC | To support marketing and brand-building efforts to ultimately increase enrollment of adult learners. | $150,000 | ||||
| Quality Education for Minorities Network | ||||||||||
| 1818 N St NW Suite 350 | Washington | DC | 20036 | PC | To develop a framework for Indigenous student success | $150,000 | ||||
| Regents of the University of California - Los Angeles | ||||||||||
| 10920 Wilshire Blvd Suite 500 | Los Angeles | CA | 90024 | PC | To build a repository of data and evidence for interventions to support mental health in student populations. | $150,000 | ||||
| Reporters Committee for Freedom of the Press | ||||||||||
| 1156 15th Street Northwest 1020 | Washington | DC | 20005 | PC | To support the newsgathering rights of journalists and news organizations in Indiana through legal resources and training. | $150,000 | ||||
| South Piedmont Community College Foundation Inc | ||||||||||
| 680 Highway 74 West | Polkton | NC | 28135 | PC | To support community colleges in improving their capacity to engage and enroll potential students through enhanced digital presence, mobile design and accessibility. | $150,000 | ||||
| Student Organizing Inc | ||||||||||
| 44 Winter StreetFloor 4 | Boston | MA | 02108 | PC | To support Student PIRGs' training, education, and federal advocacy efforts. | $150,000 | ||||
| Vassar College | ||||||||||
| 124 Raymond Avenue Box 12 | Poughkeepsie | NY | 12604 | PC | To identify and conduct research on positive deviants in four-year institutions | $125,000 | ||||
| Loyola University of Chicago | ||||||||||
| 820 North Michigan Avenue Lewis Tow | Chicago | IL | 60611 | PC | To support a study on faculty and student perspectives on the intersections of equity, student success, and democratic engagement. | $120,000 | ||||
| America Achieves Inc | ||||||||||
| 244 Fifth Avenue Suite F71 | New York | NY | 10001 | PC | To provide general operating support to America Achieves. | $110,000 | ||||
| Indiana Town Halls Inc | ||||||||||
| 207 Buckingham Drive | Indianapolis | IN | 462083625 | PC | To support a nonpartisan platform for civic engagement in democracy through interactive dialogue. | $110,000 | ||||
| Association of Governing Boards of Universities and Colleges | ||||||||||
| 1133 20th Street NorthwestSuite 30 | Washington | DC | 20036 | PC | To support the work of the AGB Higher Education as a Strategic Asset Council. | $100,000 | ||||
| CareerVillage Inc | ||||||||||
| 1475 Columbia Ct | Palo Alto | CA | 94304 | PC | To provide operational support for the CareerVillage, Inc. online community. | $100,000 | ||||
| Center for Effective Philanthropy The | ||||||||||
| 675 Massachusetts Ave Eleventh Flo | Cambridge | MA | 02139 | PC | To provide operational support to the Center for Effective Philanthropy. | $100,000 | ||||
| Child Advocates | ||||||||||
| 8200 Haverstick RoadSuite 240 | Indianapolis | IN | 46240 | PC | To cover additional film production costs for "Old White Man Gets Woke." | $100,000 | ||||
| Clackamas Community College | ||||||||||
| 19600 Molalla Avenue | Oregon City | OR | 970457998 | PC | To continue to support website redesign efforts in support of adult student participation. | $100,000 | ||||
| Colorado Succeeds | ||||||||||
| 730 17th St Suite 950 | Denver | CO | 80202 | PC | To support Colorado Succeeds' talent development policy research and advocacy efforts | $100,000 | ||||
| Complete College America | ||||||||||
| 350 Massachusetts Ave Suite 300 | Indianapolis | IN | 46204 | PC | To support the creation of a stock photo archive that illustrates today's college students. | $100,000 | ||||
| Education Reform Now Inc | ||||||||||
| 276 5th Avenue Suite 704 915 | New York | NY | 10001 | PC | To conduct research and disseminate reports aimed at federal and state policy that responds to the SCOTUS decision. | $100,000 | ||||
| Excelencia in Education Inc | ||||||||||
| 1156 15th Street NW Suite 1001 | Washington | DC | 20005 | PC | To support Excelencia in Education's Celebracion de Excelencia and National Policy Forum | $100,000 | ||||
| Fond du Lac Tribal and Community College | ||||||||||
| 2101 14th Street | Cloquet | MN | 55720 | PC | To improve participation through college website optimization. | $100,000 | ||||
| Indian Hills Community College | ||||||||||
| 525 Grandview Ave | Ottumwa | IA | 52501 | PC | To continue to support website redesign efforts in support of adult student participation. | $100,000 | ||||
| Linn-Benton Community College Foundation | ||||||||||
| 6500 Pacific Blvd SW | Albany | OR | 97321 | PC | To support website redesign efforts in support of adult student participation. | $100,000 | ||||
| Minnesota State Colleges and Universities | ||||||||||
| 30 East 7th Street Suite 350 | St Paul | MN | 55101 | PC | To support participation through the continuation of the strategic enrollment management work with an emphasis on implementation. | $100,000 | ||||
| National League of Cities Institute | ||||||||||
| 660 North Capitol Street NW | Washington | DC | 20002 | PC | To support the National League of Cities in the implementation of the Good Jobs, Great Cities project. | $100,000 | ||||
| New Venture Fund | ||||||||||
| 1201 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | To support the U.S Impact Investing Alliance. | $100,000 | ||||
| Northwestern Michigan College Foundation | ||||||||||
| 1701 E Front Street | Traverse City | MI | 49686 | PC | To update the Northwestern Michigan College (NMC) brand to improve the prospective student's initial encounter with NMC. | $100,000 | ||||
| Oconee Fall Line Technical College | ||||||||||
| 1189 Deepstep Rd | Sandersville | GA | 31082 | PC | To support website and campus navigation improvements in support of adult student participation. | $100,000 | ||||
| Rockefeller Philanthropy Advisors Inc | ||||||||||
| 90 Church Street Floor 1 7082 | New York | NY | 10008 | PC | To support a strong pathways field | $100,000 | ||||
| Roosevelt Institute The | ||||||||||
| 570 Lexington Avenue 5th Floor | New York | NY | 10022 | PC | To convene a working session to elevate the education and training needs to implement federal industrial policy | $100,000 | ||||
| University of Virginia | ||||||||||
| 914 Emmet StreetBox 400195 | Charlottesville | VA | 229034829 | PC | To support a meeting of higher education leaders, democracy movement representatives, and philanthropic leaders during Democracy 360 | $100,000 | ||||
| Western Interstate Commission for Higher Education | ||||||||||
| 3035 Center Green Drive Suite 200 | Boulder | CO | 803012204 | PC | to support a mental health policy roundtable for WICHE member states. | $100,000 | ||||
| Western Nevada College Foundation | ||||||||||
| 2201 West College Parkway | Carson City | NV | 89703 | PC | To support website redesign and digital information access efforts in support of adult student participation | $100,000 | ||||
| National Association of College and University Attorneys | ||||||||||
| 1 Dupont Circle NW Suite 620 | Washington | DC | 20036 | PC | To support the development of the Leadership Development Institute pilot | $99,000 | ||||
| New America Foundation | ||||||||||
| 740 15th Street Northwest Suite 90 | Washington | DC | 20005 | PC | To support events and trainings across the country to illuminate how democracy and climate are intertwined | $99,000 | ||||
| Michigan Department of Labor and Economic Opportunity | ||||||||||
| 2501 Woodlake Circle | Okemos | MI | 48864 | PC | To continue the growth and implementation of the Talent Pipeline Management framework in Michigan. | $95,000 | ||||
| Council for Opportunity in Education | ||||||||||
| 1025 Vermont Ave NW Suite 400 | Washington | DC | 20005 | PC | To pilot the inaugural undergraduate National Student Leadership Congress | $90,000 | ||||
| United Nations Educational Scientific and Cultural Organization | ||||||||||
| GOV | Support the collection of best practices across the globe to combat discrimination in tertiary education and share the learnings at a global launch event. | $90,000 | 7 Place de Fontenoy | Paris SP | FR | |||||
| Colorado State University | ||||||||||
| 6003 Campus Delivery 555 S Howes St | Fort Collins | CO | 805236003 | PC | To support the national conference for the Association of Undergraduate Education at Research Universities and the HBCU Student Success Pre-Conference. | $85,000 | reet | |||
| GSV Summit LLC | ||||||||||
| 875 North Michigan Avenue Suite 352 | Chicago | IL | 60611 | PC | To support the 2024 ASU-GSV Summit. | $80,000 | ||||
| Sagamore Institute Inc | ||||||||||
| 1630 North Meridian StreetSuite 450 | Indianapolis | IN | 46202 | PC | To support the Workforce 2040: Pathways to Prosperity project. | $75,000 | ||||
| Brookings Institution The | ||||||||||
| 1775 Massachusetts Ave NW | Washington | DC | 200362188 | PC | To host a public event to launch a nationwide indicator of vulnerability to misinformation | $70,000 | ||||
| Regents of the University of California - Irvine | ||||||||||
| Office of Research 160 Aldrich Hall | Irvine | CA | 926977600 | PC | To support a pilot institute to explore strategies to advance the mission of higher education in nationally and locally politically polarized environments | $60,300 | ||||
| American Association of Colleges and Universities | ||||||||||
| 1818 R Street Northwest | Washington | DC | 20009 | PC | To support the evaluation efforts of Truth, Racial Healing, and Transformation Campus Centers | $50,000 | ||||
| Community Learning Partnerships Inc | ||||||||||
| 710 Canyon Oaks Drive Unit G | Oakland | CA | 94605 | PC | To support a national convening for 10 states with interest in adopting the California Youth Leadership Corps model | $50,000 | ||||
| Philanthropy for Active Civic Engagement | ||||||||||
| 611 Pennsylvania Ave SE 372 | Washington | DC | 20003 | PC | To support the release of the updated Civic Language Perceptions Project. Events are yet to be determined, but the previous release involved a half-dozen webinars and related materials. | $50,000 | ||||
| Public Policy Institute of California | ||||||||||
| 500 Washington Street Suite 600 | San Francisco | CA | 94111 | PC | To support PPIC's research on higher education finance in California. | $50,000 | ||||
| Urban Institute The | ||||||||||
| 500 LEnfant Plaza SW | Washington | DC | 20024 | PC | To support a Post SCOTUS Affirmative Action Decision Convening hosted by the Urban Institute. | $50,000 | ||||
| Campus Compact | ||||||||||
| 89 South Street Suite 103 | Boston | MA | 02111 | PC | To support community college participation and leadership at Compact24 | $40,000 | ||||
| Organisation for Economic Cooperation and Development | ||||||||||
| GOV | To support a convening on the role of colleges in regional SDG efforts | $40,000 | 2 rue Andre-Pascal | F Paris Cedix | FR | |||||
| United Way of Central Indiana | ||||||||||
| 2955 N Meridian Street Suite 300 | Indianapolis | IN | 46208 | PC | To support the 2022 United Way Campaign. | $30,429 | ||||
| Association of Research Libraries | ||||||||||
| 21 Dupont Circle NW Suite 800 | Washington | DC | 20036 | PC | To support the inaugural Executive Institute of the Association of Research Libraries, "Research Libraries Navigating Challenges to Free Expression, Academic Freedom, and Inclusion." | $30,000 | ||||
| Hope Chicago | ||||||||||
| 303 East Wacker Drive Suite 360 | Chicago | IL | 60601 | PC | To provide program support. | $28,000 | ||||
| America's Promise | ||||||||||
| 1110 Vermont Avenue NorthwestSuite | Washington | DC | 20005 | PC | To support the convening to develop America's Promise Alliance 2024 research agenda. | $25,000 | ||||
| CAPACES Leadership Institute | ||||||||||
| 356 Young Street | Woodburn | OR | 97071 | PC | Part of the TA Fund | $25,000 | ||||
| Child Advocates | ||||||||||
| 8200 Haverstick RoadSuite 240 | Indianapolis | IN | 46240 | PC | To support the Interrupting Racism for Children Youth Workshops. | $25,000 | ||||
| Columbus Learning Center Management Corporation | ||||||||||
| 4555 Central Avenue Suite 2100 | Columbus | IN | 47203 | SO I | To support the CivicLab - Talent Hubs 2023 Annual Convening | $25,000 | ||||
| Complete College America | ||||||||||
| 350 Massachusetts Ave Suite 300 | Indianapolis | IN | 46204 | PC | To support the Women of Color Leadership Summit | $25,000 | ||||
| Complete College America | ||||||||||
| 350 Massachusetts Ave Suite 300 | Indianapolis | IN | 46204 | PC | To support the Complete College America 2023 Annual Convening. | $25,000 | ||||
| GEORGIA PARTNERSHIP FOR EXCELLENCE IN EDUCATION INC | ||||||||||
| 270 Peachtree Street NW | Atlanta | GA | 30303 | PC | This Grant will support the Black Learner Success Community Conversation Summit which will be developing community-based strategies to address the decline in Black enrollment in postsecondary, vocational, and career pathways in Georgia. The convening will bring together key stakeholders from community-based organizations, Historically Black Colleges and Universities, businesses, and policymakers from across Georgia to address the issue of barriers to college and career access in the state. This is the first opportunity for a state to amplify the work of HCM Strategists, LEVEL UP and Get REAL: Leveraging Explicit Value for Every Black Learner, Unapologetically and share the case-making document and national call to action. | $25,000 | ||||
| Louisiana Board of Regents | ||||||||||
| PO Box 3677 | Baton Rouge | LA | 70821 | GOV | Sponsoring the inaugural Louisiana Meauxmentum Summit, Baton Rouge, LA. | $25,000 | ||||
| Missouri College and Career Attainment Network | ||||||||||
| 555 Vandiver Drive | Columbia | MO | 65202 | PC | As part of the Technical Assistance Fund. | $25,000 | ||||
| Missouri Department of Higher Education & Workforce Development | ||||||||||
| 301 W High Street Suite 860 | Jefferson City | MO | 65101 | GOV | The state public financing model has not been restructured since the early 1990s. The state legislature asked for a study to identify and propose a new student-centered model with performance metrics for the institutions, reflecting goals connected to state workforce, economic, and community needs. Funds will help support this study. | $25,000 | ||||
| PA Association for College Admission Counseling | ||||||||||
| PO Box 859 | Enola | PA | 17025 | PC | To provide Technical Assistance to Pennsylvania aligned with Lumina's public policy priorities. | $25,000 | ||||
| Public Education Forum of Mississippi Inc | ||||||||||
| PO Box 23276 | Jackson | MS | 39225 | PC | Support for a postsecondary enrollment marketing campaign targeting African American students in Mississippi. | $25,000 | ||||
| Six Sigma Racial Equity Institute Inc | ||||||||||
| 9783 E 116th St 167 | Fishers | IN | 46037 | PC | To support the Six Sigma Racial Equity Institute. | $25,000 | ||||
| Steve Fund The | ||||||||||
| PO Box 9070 | Providence | RI | 02940 | PC | To support a convening regarding post-Affirmative action and student well being | $25,000 | ||||
| National Association Of State Directors Of CTE Consortium | ||||||||||
| 8484 Georgia Ave Suite 620 | Silver Springs | MD | 20910 | PC | To create a network scan of states' lists of credentials eligible for federal funding and develop a database of "credentials of value." | $25,000 | ||||
| United States Department of Education | ||||||||||
| 400 Maryland Avenue SouthwestRoom 7 | Washington | DC | 20202 | PC | To support the National Summit on Equal Opportunity in Higher Education. | $25,000 | ||||
| Alamo Community College District Foundation | ||||||||||
| 201 West Sheridan | San Antonio | TX | 482041429 | PC | To support the 30th Anniversary Celebration at the 2024 Community College Futures Assembly | $20,000 | ||||
| American Association Of Blacks in Higher Education | ||||||||||
| 1155 F St NW | Washington | DC | 20004 | PC | To support the 2023 AABHE Annual Conference. | $20,000 | ||||
| American Association of Colleges for Teacher Education | ||||||||||
| 1602 L Street NW - Suite 601 | Washington | DC | 20036 | PC | To support keynote for AACTE's 2023 annual meeting in Indianapolis | $20,000 | ||||
| Community-Engaged Alliance | ||||||||||
| 777 Indiana Ave | Indianapolis | IN | 46202 | PC | To support the 2023 Summit and Research Symposium | $20,000 | ||||
| Concordia Summit Inc | ||||||||||
| 134 E 40th Street Floor 5 | New York | NY | 10016 | PC | Annual membership to Concordia's annual and regional summits. | $20,000 | ||||
| GSV Summit LLC | ||||||||||
| 875 North Michigan Avenue Suite 352 | Chicago | IL | 60611 | PC | To support the 2023 ASU-GSV Summit. | $20,000 | ||||
| Myfuturenc Inc | ||||||||||
| 301 N WILMINGTON ST | Raleigh | NC | 27601 | PC | To support myFutureNC's inaugural financial aid summit for practitioners | $20,000 | ||||
| Scholarship America | ||||||||||
| 1550 American Boulevard EastSuite 1 | Minneapolis | MN | 554251197 | PC | To discuss critical issues in the private scholarship space, foster collaboration, and share Scholarship America's vision for an equity and data-driven future | $20,000 | ||||
| Indianapolis Public Schools Education Foundation Inc | ||||||||||
| 120 East Walnut Street Room 104B | Indianapolis | IN | 46204 | PC | To support the IPS All-City Band Band Camp | $18,700 | ||||
| Association for Institutional Research | ||||||||||
| 2241 North Monroe St PMB 1413 | Tallahassee | FL | 32303 | PC | To support the world's largest gathering of higher education professionals working in institutional research, effectiveness, assessment, and planning. | $16,000 | ||||
| Alamo Community College District Foundation | ||||||||||
| 201 West Sheridan | San Antonio | TX | 482041429 | PC | To support the annual Community College Futures Assembly | $15,000 | ||||
| Indiana Black Expo | ||||||||||
| 601 N Shortridge Rd | Indianapolis | IN | 46219 | PC | To support IBE 2023 Summer Celebration. | $15,000 | ||||
| Indiana Latino Expo Inc | ||||||||||
| 1113 E 86th St 111 | Indianapolis | IN | 46240 | PC | To provide general support for 2023 ILE events. | $15,000 | ||||
| Indiana Latino Institute Inc | ||||||||||
| 2126 N Meridian Street Suite 100 | Indianapolis | IN | 46202 | PC | To support the 2023 ILI Education Summit | $15,000 | ||||
| Indiana University Lilly Family School of Philanthropy | ||||||||||
| 301 University BoulevardUniversity | Indianapolis | IN | 46202 | PC | To support the Opportunity and Innovation in Higher Education Philanthropy Workshop. | $15,000 | ||||
| InnoPower Indy Inc | ||||||||||
| 5868 E 71st Suite E-356 | Indianapolis | IN | 46220 | PC | To support the 5th ANNUAL INNOPOWER MINORITY BUSINESS CONFERENCE | $15,000 | ||||
| Ivy Tech Foundation | ||||||||||
| 50 West Fall Creek Parkway North Dr | Indianapolis | IN | 46208 | PC | To support the Ivy Tech Community College 60th Anniversary Gala. | $15,000 | ||||
| Joint Center for Political and Economic Studies Inc | ||||||||||
| 1090 Vermont Avenue NorthwestSuite | Washington | DC | 200054928 | PC | To support the Joint Center's Future of Black Communities Summit. | $15,000 | ||||
| National Conference of State Legislatures | ||||||||||
| 7700 East First Place | Denver | CO | 802307143 | NC | To sponsor NCSL's Legislative Summit 2023. | $15,000 | ||||
| TeenWorks Inc | ||||||||||
| 2820 North Meridian St Suite 1250 | Indianapolis | IN | 46208 | SO I | To support TeenWorks' College Prep Boot Camp which provides an opportunity for students to gain the knowledge and skills to be ready for college. | $15,000 | ||||
| Texas Higher Education Foundation | ||||||||||
| 1801 Congress Ave | Austin | TX | 78701 | PC | To support the Higher EDge 2023: Leading Texas' Future pre-conference | $15,000 | ||||
| Urban Manufacturing Alliance | ||||||||||
| 608 Henry St | Brooklyn | NY | 11231 | PC | To support Urban Manufacturing Alliance's 2023 Baltimore Gathering. | $15,000 | ||||
| Minnesota Office of Higher Education | ||||||||||
| 1450 Energy Park DriveSuite 350 | St Paul | MN | 55108 | NC | To meet in-person with national P-20 council leaders that I have connected with. These visits are intended to inform Minnesota's P-20 strategic planning process by providing us with benchmarks about other states' approaches, operations, outcomes, and measures. Ultimately the goal is to inform planning in articulating a clearer philosophical and operational approach for Minnesota's P-20 council. | $14,966 | ||||
| Center for Leadership Development | ||||||||||
| 2425 Dr Martin Luther King Jr Str | Indianapolis | IN | 462085546 | PC | To support the 43rd Annual Minority Achievers Awards and Scholarship Gala. | $12,500 | ||||
| Accrediting Commission for Community and Junior Colleges | ||||||||||
| 428 J Street 4th Floor | Sacramento | CA | 95814 | PC | 2024 ACCJC Partners in Excellence Conference colloquium on best practices in promoting equitable outcomes. | $10,000 | ||||
| American Association of Colleges and Universities | ||||||||||
| 1818 R Street Northwest | Washington | DC | 20009 | PC | To support the annual AAC&U Presidents' Trust Symposium | $10,000 | ||||
| American Evaluation Association | ||||||||||
| 2001 K Street NW 3rd Floor | Ft Washington | MD | 20744 | PC | To support the 2023 American Evaluation Association conference. | $10,000 | ||||
| Asian AmericansPacific Islanders in Philanthropy | ||||||||||
| 2201 Broadway 720 | Oakland | CA | 94612 | PC | To support the 2023 AAPIP Network Convening. | $10,000 | ||||
| Association for the Study of Higher Education | ||||||||||
| 4505 S Maryland Parkway Box 45306 | Las Vegas | NV | 891543068 | PC | To support the Association for the Study of Higher Education's annual conference. | $10,000 | ||||
| Association of Black Foundation Executives Inc | ||||||||||
| 55 Exchange Place Suite 401 | New York | NY | 10005 | PC | To support the 2023 ABFE Harambee Conference. | $10,000 | ||||
| Be Nimble Foundation Inc | ||||||||||
| 520 East Washington Street | Indianapolis | IN | 46204 | PC | To provide general partnership Seed Sponsorship for Black Innovation Week + Garden Pardi. | $10,000 | ||||
| CareerVillage Inc | ||||||||||
| 1475 Columbia Ct | Palo Alto | CA | 94304 | PC | To support the development of materials that promote the Let's Talk Series. | $10,000 | ||||
| Central Indiana Community Foundation | ||||||||||
| 615 N Alabama St 119 | Indianapolis | IN | 46204 | PC | To support the discussion on "Weathering: The Extraordinary Stress of Ordinary Life in an Unjust Society" by Dr. Arline Geronimus. | $10,000 | ||||
| Christian Theological Seminary | ||||||||||
| 1000 West 42nd Street | Indianapolis | IN | 46208 | PC | To support the Faith & Action Fall Event | $10,000 | ||||
| Coburn Place Safe Haven II Inc | ||||||||||
| 604 East 38th Street | Indianapolis | IN | 46205 | PC | To provide support through an apartment sponsorship. | $10,000 | ||||
| Coleridge Initiative Inc | ||||||||||
| 1740 Broadway 15th Floor | New York | NY | 10019 | PC | To highlight the transformative potential of collaborations between federal and state agencies and researchers that use linked administrative data to produce actionable insights to improve government programs. | $10,000 | ||||
| Community Partners | ||||||||||
| 1000 Alameda Street Suite 240 | Los Angeles | CA | 90012 | PC | To support California Competes' higher education policy institutes | $10,000 | ||||
| Council for Opportunity in Education | ||||||||||
| 1025 Vermont Ave NW Suite 400 | Washington | DC | 20005 | PC | To support the annual COE conference | $10,000 | ||||
| District of Columbia College Access Program | ||||||||||
| 1425 K Street NW Suite 200 | Washington | DC | 20005 | PC | To support the Beating the Odds summit. | $10,000 | ||||
| Economic Club of Indiana The | ||||||||||
| 1630 North Meridian Street | Indianapolis | IN | 46202 | PC | To support the 2023-2024 Economic Club luncheon series. | $10,000 | ||||
| Five Pearls Foundation | ||||||||||
| PO Box 2271 | Indianapolis | IN | 46206 | PC | To support the Iota Zeta chapter annual Youth Step Down Competition | $10,000 | ||||
| Funders Together to End Homelessness Inc | ||||||||||
| 89 South Street Suite 603 | Boston | MA | 02111 | PC | Membership dues for 2023-24 for Workforce Matters Funder Network | $10,000 | ||||
| Grantmakers for Education | ||||||||||
| 400 SE 103rd Drive 33348 | Portland | OR | 97216 | PC | To suppport the 2023 GFE Annual Conference. | $10,000 | ||||
| Grantmakers for Effective Organizations | ||||||||||
| 1725 DeSales Street Northwest Sui | Washington | DC | 200364406 | PC | To support the 2023 GEO Learning Conference. | $10,000 | ||||
| Hispanics in Philanthropy | ||||||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | PC | To support the CHANGE Philanthropy's 2023 Unity Summit. | $10,000 | ||||
| Horton's Kids Inc | ||||||||||
| 2233 Hunter Place SE | Washington | DC | 20020 | PC | To support the 15th Annual Home Runs for Horton's Kids. | $10,000 | ||||
| Indiana Conference for Women LTD | ||||||||||
| 9245 North Meridian Street Suite 3 | Indianapolis | IN | 46260 | PC | To support the 2023 Indiana Conference for Women. | $10,000 | ||||
| Indiana Humanities Council | ||||||||||
| 1500 North Delaware | Indianapolis | IN | 46202 | PC | To support the 2023 National Humanities Conference | $10,000 | ||||
| Indiana University Foundation | ||||||||||
| PO Box 500 | Bloomington | IN | 47402 | PC | To support The Arnolt Center for Investigative Journalism's annual symposium | $10,000 | ||||
| La Plaza Inc | ||||||||||
| 8902 East 38th Street | Indianapolis | IN | 46226 | PC | To support the Night of the Americas and FIESTA Indianapolis events | $10,000 | ||||
| Madam Walker Legacy Center | ||||||||||
| 617 Indiana Avenue Suite 320 | Indianapolis | IN | 462023173 | PC | To support the 2023 MWLC Legacy Fest. | $10,000 | ||||
| Martin University | ||||||||||
| 2186 North Sherman Drive | Indianapolis | IN | 46218 | PC | To support the Martin University 2023 Empowering Excellence Gala | $10,000 | ||||
| Mass Ave Cultural Arts District | ||||||||||
| 342 Mass Ave | Indianapolis | IN | 46204 | PC | To provide general support to the Mass Ave Cultural Arts District | $10,000 | ||||
| Men of Vision Empowering | ||||||||||
| 2427 Ross Common Ct | Indianapolis | IN | 46229 | PC | To support Men of Vision Empowering's activities mentoring young Black males. | $10,000 | ||||
| National Association of Student Personnel Administrators | ||||||||||
| 111K Street Northeast 10th Floor | Washington | DC | 200024409 | PC | To support the 2024 NASPA Community Colleges Institute | $10,000 | ||||
| One World Education | ||||||||||
| 1800 KENYON ST NW | Washington | DC | 20010 | PC | To support the One World Education Graduation Celebration and Fundraiser | $10,000 | ||||
| Phila Hospital and Health Care District 1199C Training and Upgrading Fund | ||||||||||
| 100 South Broad Street 10th Floor | Philadelphia | PA | 19110 | PC | District 1199C Training Fund (Philadelphia, PA), 3rd place winner of Lumina Foundation's Beautiful Minds competition, in partnership with Freethink. | $10,000 | ||||
| Scholarship America | ||||||||||
| 1550 American Boulevard EastSuite 1 | Minneapolis | MN | 554251197 | PC | To support the 2023 An Evening with Scholarship America | $10,000 | ||||
| School on Wheels (SOW) | ||||||||||
| 2955 N Meridian Street Suite 250 | Indianapolis | IN | 46208 | PC | To provide support for the Brightlane Learning Education Celebration Speaker | $10,000 | ||||
| Southern Regional Education Board | ||||||||||
| 592 Tenth Street Northwest | Atlanta | GA | 303185790 | PC | To support the 2nd annual SREB Student Success Summit. | $10,000 | ||||
| Teach Indy Inc | ||||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | PC | To support the 2023 Teach Indy Educators Conference | $10,000 | ||||
| The Common Application Inc | ||||||||||
| 3003 Washington Blvd Suite 1000 | Arlington | VA | 22201 | PC | To support 2023 College Signing Day. | $10,000 | ||||
| United Philanthropy Forum | ||||||||||
| 1020 19th Street NW Suite 360 | Washington | DC | 20036 | PC | To support the 20th Annual Foundations on the Hill. | $10,000 | ||||
| United States Department of Education | ||||||||||
| 400 Maryland Avenue SouthwestRoom | Washington | DC | 20202 | PC | To support the Raise the Bar Data Summit | $10,000 | ||||
| UNITE-LA | ||||||||||
| 350 South Bixel Street Suite 160 | Los Angeles | CA | 90017 | PC | Celebrating the Future of Collaboration symposium, marking 25th anniversary of UNITE-LA. | $10,000 | ||||
| Research Foundation of CUNY | ||||||||||
| 230 West 41st Street 7th Floor | New York | NY | 10036 | PC | To support the 2024 CUNY Teaching and Learning Conference designed to support, elevate, and recognize faculty teaching excellence. | $9,700 | ||||
| Afghan American Community Center Inc | ||||||||||
| 7710 Hackbury Court Unit A | Indianapolis | IN | 46227 | PC | To support a new Indy-area nonprofit assisting Afghan refugees. | $7,500 | ||||
| Indiana Bar Foundation | ||||||||||
| 615 North Alabama Suite 426 | Indianapolis | IN | 46204 | PC | To support the Mock Trial Diversity Initiative | $7,500 | ||||
| Indianapolis Press Club Foundation Inc | ||||||||||
| PO Box 40923 | Indianapolis | IN | 462400923 | PC | To support the 2023 Thomas R. Keating Competition. | $7,500 | ||||
| Madam Walker Legacy Center | ||||||||||
| 617 Indiana Avenue Suite 320 | Indianapolis | IN | 462023173 | PC | To support educational and cultural programming. | $7,500 | ||||
| OutCare Health Inc | ||||||||||
| 7050 Wildridge Dr | Indianapolis | IN | 46256 | PC | To support OutCare's LGBTQ+ initiatives. | $7,500 | ||||
| United Negro College Fund | ||||||||||
| 3737 North Meridian Street Suite 5 | Indianapolis | IN | 46208 | PC | To support the 2023 UNCF Indy Masked Ball. | $7,500 | ||||
| American Association of Community Colleges | ||||||||||
| One Dupont Circle NW Suite 700 | Washington | DC | 20036 | PC | To support the Post-Conference Session: Elevating the Role of Community Colleges in the Semiconductor Ecosystem | $6,500 | ||||
| Generation Patient | ||||||||||
| 1962 Dockside Dr | Greenwood | IN | 46143 | PC | To support the 2023 Generation Patient Virtual Health Advocacy Summit | $6,000 | ||||
| Lawrence Township School Foundation | ||||||||||
| 6501 Sunnyside Road | Indianapolis | IN | 46236 | PC | To support students competing in the VEX World Robotics Competition | $6,000 | ||||
| Cancer Support Community of Central Indiana | ||||||||||
| 5150 West 71st Street | Indianapolis | IN | 46268 | PC | To support the 2023 Laughing Matters fundraiser. | $5,500 | ||||
| Foster Success | ||||||||||
| 546 East 17th Street Suite 206 | Indianapolis | IN | 46202 | PC | To support the Breaking Down Barriers event. | $5,500 | ||||
| Arts Council of Indianapolis | ||||||||||
| 924 North Pennsylvania Street | Indianapolis | IN | 46204 | PC | To support the 2023 Start with Art event. | $5,000 | ||||
| Association of Public and Land-grant Universities | ||||||||||
| 1307 New York Avenue Northwest Su | Washington | DC | 200054722 | PC | Engaging campus leaders to consider how systemic changes can lead to positive and sustainable outcomes in equitable student success, affordability and access. | $5,000 | ||||
| Ball State University | ||||||||||
| 2000 W University Avenue | Muncie | IN | 473061099 | PC | To support The Partnership Project, a special edition by the Ball State Daily News. | $5,000 | ||||
| Big Brothers Big Sisters of Central Indiana Inc | ||||||||||
| 1433 N Meridian Street | Indianapolis | IN | 462084715 | PC | To support The Main Event 2023. | $5,000 | ||||
| Bloomington Pearl Foundation | ||||||||||
| PO Box 1044 | Bloomington | IN | 47402 | PC | To support the 2023 Finer Womanhood Celebration | $5,000 | ||||
| Casa Chirilagua | ||||||||||
| 4109 Mount Vernon Ave | Alexandria | VA | 22305 | PC | To support the Local Leaders Program. | $5,000 | ||||
| Central Indiana Community Foundation | ||||||||||
| 615 N Alabama St 119 | Indianapolis | IN | 46204 | PC | To support the 2023 Power of Women Event | $5,000 | ||||
| Central Indiana Corporate Partnership Foundation | ||||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | PC | To support the 2023 Mira Awards. | $5,000 | ||||
| Children's Bureau Inc | ||||||||||
| 1575 Dr Martin Luther King Jr Str | Indianapolis | IN | 46202 | PC | To support the 14th Annual Firefly Children & Family Alliance Trivia Night | $5,000 | ||||
| Children's Museum of Indianapolis Inc | ||||||||||
| 3000 North Meridian Street | Indianapolis | IN | 46208 | PC | To support 2023 Museum by Moonlight. | $5,000 | ||||
| College Mentors for Kids Inc | ||||||||||
| 6081 East 82nd Street Suite 420 | Indianapolis | IN | 46250 | PC | To support the 2023 College Mentors for Kids National Conference | $5,000 | ||||
| Collegiate Directions Inc | ||||||||||
| 4827 Rugby Avenue Ste 001 | Bethesda | MD | 20814 | PC | To support the CDI Scholars Annual Benefit. | $5,000 | ||||
| Conner Prairie Museum Inc | ||||||||||
| 13400 Allisonville Road | Fishers | IN | 46038 | PC | To support the Conner Prairie Museum Theatre. | $5,000 | ||||
| Cornell University School of Industrial and Labor Relations | ||||||||||
| ILR Deans Office 309 Ives Hall | Ithaca | NY | 14853 | PC | To support the ILR Awards Ceremony in honor of Lumina Director, Christy Pambianchi. | $5,000 | ||||
| Courageous Conversation Global Foundation | ||||||||||
| 8465 West Sahara STE 111-324 | Las Vegas | NV | 89117 | PC | To support and evening of celebration and conversation. | $5,000 | ||||
| DePauw University | ||||||||||
| 313 Locust StreetPO Box 37 | Greencastle | IN | 461350037 | PC | To honor the retirement of Holiday Hart McKiernan. | $5,000 | ||||
| El Sistema Indianapolis | ||||||||||
| 4835 N Illinois Street | Indianapolis | IN | 46208 | PC | To support the summer camp of free ensemble music education for underserved students. | $5,000 | ||||
| EmployIndy | ||||||||||
| 101 W Washington Street Suite 120 | Indianapolis | IN | 46204 | PC | To support the 22nd Annual Mayor's Celebration of Diversity. | $5,000 | ||||
| Foster Success | ||||||||||
| 546 East 17th Street Suite 206 | Indianapolis | IN | 46202 | PC | To support Foster Success's efforts to assist young adults transition our of foster care. | $5,000 | ||||
| Glendale College Foundation | ||||||||||
| 1500 North Verdugo Road | Glendale | CA | 912082894 | PC | To support publication of student-led El Vaquero Newspaper at Glendale Community College | $5,000 | ||||
| Grantmakers for Education | ||||||||||
| 400 SE 103rd Drive 33348 | Portland | OR | 97216 | PC | To support, along with other foundations, a GFE/SREE fellow to conduct a study of joint interest. | $5,000 | ||||
| Heartland Film Inc | ||||||||||
| 8950 Otis Ave | Indianapolis | IN | 46216 | PC | To support the 2023 Heartland Film Festival | $5,000 | ||||
| Indiana Fiscal Policy Institute | ||||||||||
| 601 South Meridian Street Suite 1E | Indianapolis | IN | 46225 | PC | To support the Indiana Fiscal Policy Institute Annual Luncheon | $5,000 | ||||
| Indianapolis Downtown Inc | ||||||||||
| 111 Monument Circle Suite 250 | Indianapolis | IN | 46204 | PC | To support the 2023 State of Downtown Indy and 30th Anniversary Celebration | $5,000 | ||||
| Indy Reads | ||||||||||
| 40 East Saint Claire Street | Indianapolis | IN | 46204 | PC | To support the Indy Reads' Literacy Foundations, Community Classrooms, High School Equivalency, and Workforce Certifications | $5,000 | ||||
| Jobs for America's Graduates Inc | ||||||||||
| 1600 Duke Street Suite 210 | Alexandria | VA | 223142720 | PC | To support the Jobs for America's Graduates National Student Leadership Academy | $5,000 | ||||
| Latino Community Development Corporation | ||||||||||
| 9445 Champton Dr | Indianapolis | IN | 46254 | PC | To support the 2023 Santa Comes to Town event. | $5,000 | ||||
| Leadership Conference Education Fund The | ||||||||||
| 1620 L Street NW 1100 | Washington | DC | 20036 | PC | To support the We The Majority: Annual Fundraising Reception | $5,000 | ||||
| Miami Nation of Indians of the State of Indiana Inc | ||||||||||
| PO Box 41 | Peru | IN | 46970 | PC | To support the Miami Nation of Indiana with a land acknowledgment gift. | $5,000 | ||||
| Mitch Daniels Leadership Foundation | ||||||||||
| 880 Monon Green Blvd Suite 101 | Carmel | IN | 46032 | PC | To support the annual MDLF event honoring the 2023 Daniels Prize Award recipient Teresa Lubbers. | $5,000 | ||||
| Mount Moriah Missionary Baptist Church | ||||||||||
| 2349-51 North Keystone Way | Indianapolis | IN | 46218 | PC | To support free/low-cost community enrichment programs including home economics, job readiness, violence prevention and youth programs. | $5,000 | ||||
| Naptown African American Theatre Collective Inc | ||||||||||
| PO Box 44495 | Indianapolis | IN | 46244 | PC | To support the Detroit '67 production. | $5,000 | ||||
| New Venture Fund | ||||||||||
| 1201 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | To support the CJSF Annual Partner Convening. | $5,000 | ||||
| Outreach Inc | ||||||||||
| PO Box 11416 | Indianapolis | IN | 46201 | PC | To support the 2023 Walking for Dreams. | $5,000 | ||||
| PAVE Inc | ||||||||||
| 1342 Florida Ave NW | Washington | DC | 20009 | PC | To support the PAVE Parent Power Gala | $5,000 | ||||
| Pennsylvania State University | ||||||||||
| 110 Technology Center Building | University Park | PA | 16802 | PC | To support an Academy focused on how to recruit, advance, and retain Faculty of Color. | $5,000 | ||||
| RAND Corporation | ||||||||||
| 1776 Main StreetPO Box 2138 | Santa Monica | CA | 904072138 | PC | To support a webinar presenting research findings from the Strengthening the Manufacturing Workforce in Ohio, for the Ohio Manufacturing Association (OMA) | $5,000 | ||||
| Steward Speakers Inc | ||||||||||
| PO Box 88104 | Indianapolis | IN | 46208 | PC | To support the 2023 Steward Speakers Annual Gala. | $5,000 | ||||
| Tennessee State Collaborative on Reforming Education | ||||||||||
| 1207 18th Avenue South Suite 326 | Nashville | TN | 37212 | PC | The summit will elevate ways for education to workforce pathways to be transformed so that Tennesseans are prepared for the jobs of the future and discuss how business leaders can lead that needed transformation. | $5,000 | ||||
| United Negro College Fund | ||||||||||
| 8260 Willow Oaks Corporate DrivePO | Fairfax | VA | 220318044 | PC | To support the UNCF UNITE Conference | $5,000 | ||||
| Grantmakers for Effective Organizations | ||||||||||
| 1725 DeSales Street Northwest Sui | Washington | DC | 200364406 | PC | To support a cocktail reception after the American Evaluation Association conference that brings together evaluations directors in philanthropy and the Center for Evaluation Innovation. | $4,800 | ||||
| Iibada Dancers Inc | ||||||||||
| PO Box 22265 | Indianapolis | IN | 46222 | PC | To support the Iibada 2023 Spring Production. | $4,500 | ||||
| Indiana Natural Resources Foundation | ||||||||||
| 402 West Washington W256 | Indianapolis | IN | 46204 | PC | To provide general support. | $4,500 | ||||
| Indiana Natural Resources Foundation | ||||||||||
| 402 West Washington W256 | Indianapolis | IN | 46204 | PC | To provide program support. | $4,500 | ||||
| NAFSA Association of International Educators | ||||||||||
| 1425 K Street NW | Washington | DC | 20005 | PC | Support a session to promote equity practices across the globe at the NAFSA national conference. | $4,500 | ||||
| NAFSA Association of International Educators | ||||||||||
| 1425 K Street NW | Washington | DC | 20005 | PC | Global Partnership Program is a key tool NAFSA uses to help forge strategic alliances with the broader NAFSA membership and other organizations engaged in the field. | $4,500 | ||||
| Indiana Philanthropy Alliance | ||||||||||
| 1100 Symphony Centre32 East Washing | Indianapolis | IN | 462043583 | PC | This sponsorship will support several member-focused events scheduled for the remainder of the year. | $4,000 | ||||
| Make-A-Wish Foundation of Ohio Kentucky and Indiana | ||||||||||
| 2545 Farmers DriveSuite 300 | Columbus | OH | 43235 | PC | To support the 2023 Wish Gala. | $4,000 | ||||
| Association for Career and Technical Education | ||||||||||
| 1410 King Street | Alexandria | VA | 22314 | PC | To support ACTE's Postsecondary CTE convening. | $3,000 | ||||
| Hope Academy Inc | ||||||||||
| 3919 Madison Avenue Suite 100 | Indianapolis | IN | 46227 | PC | To support the 2023 Rise & Shine for Hope breakfast. | $3,000 | ||||
| Indianapolis Professional Association | ||||||||||
| PO Box 20712 | Indianapolis | IN | 46220 | PC | To support the IPA Spring & Fall Annual Networking Events | $3,000 | ||||
| Mentoring Women's Network Foundation | ||||||||||
| 202 East Market Street | Indianapolis | IN | 46204 | PC | To support the International Women's Day Breakfast. | $3,000 | ||||
| Cathedral High School | ||||||||||
| 5225 E 56th Street | Indianapolis | IN | 46226 | PC | To support the 10th Annual Trivia Night fundraiser | $2,500 | ||||
| Catholic University of America The | ||||||||||
| 620 Michigan Ave NE | Washington | DC | 20064 | PC | To support the launch of the Africana Studies & Research program. | $2,500 | ||||
| Council for the Study of Community Colleges (CSCC) | ||||||||||
| 51 Gerty Drive Room 113 c/o Office | Champaign | IL | 61820 | PC | To support the 2023 Council for the Study of Community Colleges annual conference | $2,500 | of Community College Res | |||
| Council for the Study of Community Colleges (CSCC) | ||||||||||
| 51 Gerty Drive Room 113 c/o Office | Champaign | IL | 61820 | PC | To support the 2024 Council for the Study of Community Colleges annual conference | $2,500 | of Community College Res | |||
| Delta Research and Education Foundation | ||||||||||
| 1703 New Hampshire Ave NW | Washington | DC | 20009 | PC | To support Impact Indy-H.O.M.E. for Delta Sigma Theta 56th National Convention in Indianapolis, IN. | $2,500 | ||||
| Indiana Civil Rights Commission | ||||||||||
| 100 N Senate Ave Room N300 | Indianapolis | IN | 46202 | PC | To support the 2023 Indiana Civil Rights Commission Annual Conference | $2,500 | ||||
| Indiana State Chamber of Commerce Foundation Inc | ||||||||||
| 115 West Washington Street Suite 8 | Indianapolis | IN | 46204 | SO I | To support the 2023 Diversity, Equity & Inclusion Summit | $2,500 | ||||
| Indy Black Professionals Inc | ||||||||||
| 6101 North Keystone Ste 100 1423 | Indianapolis | IN | 46220 | PC | To support AfroBall Indy 2023 | $2,500 | ||||
| Indy Eleven Foundation | ||||||||||
| 47 South Pennsylvania Street Suite | Indianapolis | IN | 46204 | PC | To support the Indy Eleven Community Ticket Block Program | $2,500 | ||||
| LifeSmart Youth | ||||||||||
| 615 North Alabama Street 228 | Indianapolis | IN | 46204 | PC | To support LifeSmart Youth's 80th Anniversary Celebration. | $2,500 | ||||
| March on Washington Film Festival | ||||||||||
| 525 9th Street NW 7th Floor | Washington | DC | 20004 | PC | To support the Annual March on Washington Film Festival. | $2,500 | ||||
| Michigan College Access Network | ||||||||||
| 200 N Washington Sq Ste 210 | Lansing | MI | 48933 | PC | To support MCAN's 12th Annual Conference | $2,500 | ||||
| National Archives Foundation | ||||||||||
| 700 Pennsylvania Avenue NW Room G12 | Washington | DC | 20408 | PC | To support the National Archives Foundation | $2,500 | ||||
| Special Olympics of Indiana | ||||||||||
| 6200 Technology Center Drive Suite | Indianapolis | IN | 46278 | PC | To support the Special Olympics of Indiana 2023 Summer Games | $2,500 | ||||
| TCC Gives Inc | ||||||||||
| 10300 Kincaid Drive Suite 203 | Fishers | IN | 46037 | PC | To support the 2023 More Than a Tailgate event. | $2,500 | ||||
| Indianapolis Chess Club & Scholastic Center Inc | ||||||||||
| PO Box 40663 | Indianapolis | IN | 46240 | PC | To provide Inclusion Sponsorship for Chess Camps and Tournaments. | $2,000 | ||||
| Eskenazi Health Foundation | ||||||||||
| 720 Eskenazi AvenueFifth Third Bank | Indianapolis | IN | 46202 | PC | To support the Gregory S. Fehribach Center Internship Networking Event at Victory Field. | $1,500 | ||||
| Exodus Refugee Immigration | ||||||||||
| 2457 East Washington Street Suite | Indianapolis | IN | 46201 | PC | To support the 2023 Celebrate the Life Ahead Gala | $1,250 | ||||
| Florida Association for Institutional Research Inc | ||||||||||
| 1000 College Blvd | Pensacola | FL | 32504 | PC | To support the 2023 Florida Association for Institutional Research annual conference. | $1,000 | ||||
| Indiana Sports Corporation | ||||||||||
| 201 South Capitol Avenue Suite 1200 | Indianapolis | IN | 46225 | PC | To support the 2023 Indiana Sports Corporation's Corporate Challenge. | $1,000 | ||||
| Greater Indianapolis Chamber of Commerce Foundation | ||||||||||
| 111 Monument Circle Suite 1950 | Indianapolis | IN | 46204 | SO I | To provide support. | $500 | ||||
| HVAF of Indiana Inc | ||||||||||
| 964 Pennsylvania St | Indianapolis | IN | 46204 | PC | Donation in Lieu of flowers | $500 | ||||
| HVAF of Indiana Inc | ||||||||||
| 964 North Pennsylvania Street | Indianapolis | IN | 46204 | PC | To provide program support. | $500 | ||||
| St Mark's United Methodist Church | ||||||||||
| 100 North Highway 46 Bypass | Bloomington | IN | 47408 | PC | To support the nursery school fund. | $375 | ||||
| Social and Environmental Entrepreneurs | ||||||||||
| 23564 Calabasas Road Suite 201 | Calabasas | CA | 91302 | PC | To support Solitary Watch. | $300 | ||||
| Society for the Propagation of the Faith | ||||||||||
| 70 West 36th Street 8th Floor | New York | NY | 10018 | PC | To provide support. | $300 | ||||
| National Multiple Sclerosis Society -New York | ||||||||||
| 733rd Avenue 3rd Floor | New York | NY | 10017 | PC | To provide general support. | $270 | ||||
| American Diabetes Association | ||||||||||
| PO Box 7023 | Merrifield | VA | 221167023 | PC | To provide program support in memory of Nancy L. Tingle. | $100 | ||||
| Firefly Children & Family Alliance Foundation Board (fka Children's Bureau | ||||||||||
| 1575 Dr Martin Luther King Jr Str | Indianapolis | IN | 46202 | PC | In memory of Stephen Andrew Page. | $100 | ||||
| Guam Community College | ||||||||||
| PC | To support community colleges in improving their capacity to engage and enroll potential students through enhanced digital presence, mobile design and accessibility. | $150,000 | PO Box 23069 | Barrigada | GQ | |||||
| Guam Community College | ||||||||||
| PC | To support the multimedia equipment and software upgrades for the communications and promotions office. | $15,000 | PO Box 23069 | Barrigada | GQ | |||||
| Ditchley Foundation The | ||||||||||
| PC | To explore shared systemic challenges among the US, UK, and other democracies. | $600,000 | Ditchley Park Enstone | Chipping Norton | UK | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,173,681 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Open Campus Media Inc | ||||||
| One Thomas Circle NW 700 | Washington | DC | 20005 | PC | To support in-depth coverage of race and equity in higher education, and higher education coverage in Indiana. | $275,000 |
| Rutgers The State University of New Jersey | ||||||
| 57 US Highway 1 | New Brunswick | NJ | 08854 | PC | To support sustainability efforts of the Non-degree Credentials Research Network (NCRN) | $350,000 |
| Tennessee Board of Regents | ||||||
| 1 Bridgestone Park 3rd Floor | Nashville | TN | 37214 | GOV | to build capacity to digitally engage adult learners in support of participation. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $725,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $135,360 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $233,060 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,926,634 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $174,254 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,846,263 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $16,092 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $407,314 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $53,924,349 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,331,663 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | 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 |
Transfer Schedule Detail TransferScheduleDetail (9 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| AICPA | ||
| 1a(1) | $978 | organizational membership dues |
| American Payroll Institute Inc | ||
| 1a(1) | $298 | organizational membership dues |
| Chartered Alt Investment Analyst Association | ||
| 1a(1) | $350 | organizational membership dues |
| Indiana Chamber Services Inc | ||
| 1a(1) | $661 | organizational membership dues |
| Indiana CPA Society (INCPAS) | ||
| 1a(1) | $982 | organizational membership dues |
| Indy Chamber | ||
| 1a(1) | $2,000 | organizational membership dues |
| Mass Ave Business and Merchants Association | ||
| 1a(1) | $3,500 | organizational membership dues |
| SHRM-Society for Human Resource Mgmt | ||
| 1a(1) | $458 | organizational membership dues |
| Visit Indy | ||
| 1a(1) | $5,000 | organizational membership dues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $250,368 | Amt |
| Net Investment Income | $22,860 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,737 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DEPRECIATION EXPENSE- COMPUTER EQUIPMENT | $170,572 | $15,300 |
| DEPLETION | $558,636 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (23 entries)
| GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Bitwise | ||||||||||
| 2018-12-21 | $1,500,000 | Support growth and expansion of technology training focused on women and minorities. | $1,500,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 2023-03-31T00:00:00 | No further reports required. Filed for Chapter 7 bankruptcy in June 2023. | ||||
| Brighthive | ||||||||||
| 2019-12-23 | $500,000 | Software product that enables multi-party data networks between education providers, employers, government agencies and learners. | $500,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 3/31/23; 4/18/23; 5/16/23; 7/7/23; 9/29/23; 10/19/23; 12/13/23; 12/15/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||
| Brighthive | ||||||||||
| 2018-11-19 | $999,995 | Software product that enables multi-party data networks between education providers, employers, government agencies and learners. | $999,995 | To the knowledge of the foundation, no portion of the funds have been diverted. | 3/31/23; 4/18/23; 5/16/23; 7/7/23; 9/29/23; 10/19/23; 12/13/23; 12/15/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||
| Care Academy | ||||||||||
| 2017-08-09 | $500,000 | High quality training for in-home caregivers | $500,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 2/26/23; 3/31/23; 5/18/23; 9/29/23; 12/13/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | 281 Summer Street | Boston | MA | 02210 |
| Care Academy | ||||||||||
| 2018-10-25 | $250,000 | High quality training for in-home caregivers. | $250,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 2/26/23; 3/31/23; 5/18/23; 9/29/23; 12/13/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | 281 Summer Street | Boston | MA | 02210 |
| Cell-Ed | ||||||||||
| 2018-06-01 | $1,000,000 | Platform for employers and education providers to upskill and retain workers through delivery of micro-lessons. | $1,000,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 2/27/23; 3/31/23; 5/22/23; 8/10/23; 9/29/23; 10/5/23; 10/27/23; 12/6/23; 12/13/23; 12/18/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||
| Cell-ed | ||||||||||
| 2019-12-20 | $375,000 | Platform for employers and education providers to up-skill and retain workers through delivery of micro-lessons. | $375,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 2/27/23; 3/31/23; 5/22/23; 8/10/23; 9/29/23; 10/5/23; 10/27/23; 12/6/23; 12/13/23; 12/18/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||
| College Consortium Inc Acadeum | ||||||||||
| 2019-12-19 | $1,000,000 | On-line course sharing among college networks. | $1,000,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 1/13/23; 1/27; 3/31/23; 4/18/23; 5/8/23; 5/22/23; 7/27/23; 8/9/23; 9/29/23; 11/3/23; 12/13; 12/14/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||
| College Consortium Inc Acadeum | ||||||||||
| 2021-02-12 | $300,000 | On-line course sharing among college networks. | $300,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 1/13/23; 1/27; 3/31/23; 4/18/23; 5/8/23; 5/22/23; 7/27/23; 8/9/23; 9/29/23; 11/3/23; 12/13; 12/14/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||
| Edovo | ||||||||||
| 2019-04-12 | $349,997 | Online education and self-improvement tools for prison inmates. | $349,997 | To the knowledge of the foundation, no portion of the funds have been diverted. | 3/31/23; 4/13/23; 4/25/23; 8/14/23; 9/29/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. EDOVO DISSOLVED AS A COMPANY IN SEPTEMBER 2023. | ||||
| Edovo | ||||||||||
| 2017-07-18 | $750,000 | Meaningful access to education, communication, and self-improvement tools for those affected by incarceration | $750,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 3/31/23; 4/13/23; 4/25/23; 8/14/23; 9/29/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. EDOVO DISSOLVED AS A COMPANY IN SEPTEMBER 2023. | ||||
| Edquity | ||||||||||
| 2019-04-25 | $200,000 | Platform providing financial tools and resources to support post-secondary completion rates. | $200,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 3/12/23; 3/17/23; 3/31/23; 4/16/23; 5/1/23; 7/13/23; 8/7/23; 9/29/23; 10/10/23; 11/28/23; 12/13/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||
| Edquity | ||||||||||
| 2020-11-03 | $300,000 | Platform providing financial tools and resources to support post-secondary completion rates. | $300,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 3/12/23; 3/17/23; 3/31/23; 4/16/23; 5/1/23; 7/13/23; 8/7/23; 9/29/23; 10/10/23; 11/28/23; 12/13/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||
| Edquity | ||||||||||
| 2021-10-30 | $500,000 | Platform providing financial tools and resources to support postsecondary completion rates. | $500,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 3/12/23; 3/17/23; 3/31/23; 4/16/23; 5/1/23; 7/13/23; 8/7/23; 9/29/23; 10/10/23; 11/28/23; 12/13/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||
| EduNav | ||||||||||
| 2019-09-01 | $1,500,000 | Academic planning software to provide students, advisors, and institutions timely data to increase learner on-time completion rates. | $1,500,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 2/27/23; 3/31/23; 4/18/23; 6/9/23; 9/29/23; 11/28/23; 12/13/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||
| EduNav | ||||||||||
| 2020-12-22 | $100,000 | Academic planning software to provide students, advisors, and institutions timely data to increase learner on-time completion rates. | $100,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 2/27/23; 3/31/23; 4/18/23; 6/9/23; 9/29/23; 11/28/23; 12/13/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||
| Edvisorly | ||||||||||
| 2022-12-16 | $500,000 | Software platform connects students with 2YR and 4YR partners for degree completion. | $500,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 3/1/23; 3/31/23; 4/18/23; 7/13/23; 9/25/23; 9/29/23; 12/13/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||
| Mentor Collective | ||||||||||
| 2019-08-28 | $999,999 | Scalable mentorship programs partnering with postsecondary institutions targeting Lumina's focused learner demographics. | $999,999 | To the knowledge of the foundation, no portion of the funds have been diverted. | 2/3/23; 3/31/23; 4/12/23; 8/1/8/23; 8/22/23; 9/29/23; 11/9/23; 12/13/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | 294 Washington St Suite 607 | Boston | MA | 02108 |
| Mentor Collective | ||||||||||
| 2020-11-24 | $250,000 | Scalable mentorship programs partnering with postsecondary institutions targeting Lumina's focused learner demographics. | $250,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 2/3/23; 3/31/23; 4/12/23; 8/1/8/23; 8/22/23; 9/29/23; 11/9/23; 12/13/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | 294 Washington St Suite 607 | Boston | MA | 02108 |
| Savi Solutions | ||||||||||
| 2023-06-28 | $500,000 | Technology that makes it easier to navigate the complex landscape of student loan forgiveness and repayment. | $500,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 4/18/23; 6/1/23; 8/24/23; 12/13/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||
| Upswing | ||||||||||
| 2017-07-06 | $750,000 | Technology focused on improving student success through mentoring, advising and tutoring | $750,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 3/31/23; 4/17/23; 8/3/23; 9/29/23; 10/31/23; 12/13/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||
| Upswing | ||||||||||
| 2018-11-19 | $500,000 | Technology focused on improving student success through mentoring, advising and tutoring | $500,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 3/31/23; 4/17/23; 8/3/23; 9/29/23; 10/31/23; 12/13/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||
| Upswing | ||||||||||
| 2020-12-29 | $340,000 | Technology focused on improving student success through mentoring, advising and tutoring | $340,000 | To the knowledge of the foundation, no portion of the funds have been diverted. | 3/31/23; 4/17/23; 8/3/23; 9/29/23; 10/31/23; 12/13/23 | To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $42,020,517 | GrossSalesPriceAmt |
| Total Net | $42,020,517 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $39,577,647 | EOYBookValueAmt |
| EOYFMV | $39,577,647 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate stock | StockNm |
| EOY Book Value | $313,996,528 | EOYBookValueAmt |
| EOYFMV | $313,996,528 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,829,005 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $19,829,005 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Other | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $990,675,400 | BookValueAmt |
| EOYFMV | $990,675,400 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND EQUIPMENT | $1,391,969 | $1,243,568 | $148,401 | $148,401 |
| LEASEHOLD IMPROVEMENTS | $4,501,537 | $4,414,841 | $86,696 | $86,696 |
| OTHER ASSETS | $2,011,713 | $1,852,686 | $159,027 | $159,027 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $611,752 | LegalFeesAmt |
| Net Investment Income | $130,108 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $447,198 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $26,557,485 | $22,746,639 | $22,746,639 |
| CHARITABLE REMAINDER TRUST | $607,802 | $730,011 | $730,011 |
| OTHER ASSETS | $0 | $1,809,456 | $1,809,456 |
| OPERATING LEASE RIGHT-OF-USE ASSET | $3,041,120 | $2,264,964 | $2,264,964 |
| INVESTMENT PROCEEDS RECEIVABLE | $28,309,427 | $39,446,354 | $39,446,354 |
| CIP/WIP | $0 | $1,452,165 | $1,452,165 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $221,146,077 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PROGRAM DEVELOPMENT | $10,201,587 | $10,201,587 | |
| RECRUTING/STAFF DEVELOPMENT | $825,231 | $825,231 | |
| COMMUNICATIONS/TECHNOLOGY | $770,836 | $702,133 | $61,627 |
| DUES | $400,777 | $525,955 | $13,455 |
| OTHER MISCELLANEOUS EXPENSE | $180,775 | $134,775 | |
| INSURANCE EXPENSE | $150,124 | $150,124 | |
| OFFICE EXPENSE | $109,943 | $109,593 | $314 |
| OTHER EXPENSES FROM K-1'S | $11,243,797 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INVESTMENT INCOME/LOSS | $16,092 | $16,092 |
| TOTAL OF OTHER INCOME LISTED ON K-1'S | $10,320,592 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $321,879,437 |
| CHARITABLE REMAINDER TRUST | $122,209 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| BOY Book Value | $3,167,547 | BOYBookValueAmt |
| EOY Book Value | $2,496,821 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGER FEES | $3,531,541 | $3,202,177 | |
| VARIOUS OTHER PROFESSIONAL/CONSULTING FEES | $1,530,325 | $0 | $1,403,171 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt |
|---|---|---|
| FOREIGN TAXES PAID ON K-1'S | $384,758 | |
| TAX EXPENSE | $1,198,804 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIA Alpha LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 Main St | AddressLine1Txt |
| City | Peapack | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079770131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260648552 | EIN |
| Desc | 99% ownership interest in partnership | Desc |
| Amt | $0 | Amt |