2024-11-15T12:10:27+00:00 2023-12-31 350921680 CROWE LLP 231 S Bemiston Ave Suite 800 Clayton MO 63105 990PF 2023-01-01 351813228 Lumina Foundation for Education Inc LUMI 3179515300 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Jamie Merisotis CEO 2024-11-15 true true Steve Lenivy P01635350 3148022000 2024-11-15 2023 2024-10-15 13:58:12Z X X 1447572232 X 135360 135360 12159694 15392955 42020517 624909000 28168263 0 0 0 16092 10336684 0 54331663 54033262 0 3765951 125752 3625760 7415379 391955 6900501 1506910 160489 3166105 611752 130108 0 447198 250368 22860 0 18737 5061866 3202177 0 1403171 225467 225467 1198804 384758 0 0 170572 573936 0 904744 81155 813914 1183314 3972 1763495 576730 493269 12639273 11319193 0 12649398 35511130 16396355 0 31507015 54831247 55173681 90342377 16396355 0 86680696 -36010714 37636907 0 22669565 12902794 12902794 1321928 403362 1321928 1321928 0 0 0 0 0 0 0 0 0 0 0 343769 425217 425217 9382008 19829005 19829005 373651417 313996528 313996528 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Massachusetts Ave Suite 1390 Indianapolis IN 46204 Director 2.000 42250 0 0 Allan Hubbard 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Director 1.000 28000 0 0 Austan Goolsbee 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Director 1.000 28000 0 0 Carmen Ambar Twillie 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Director 1.000 28000 0 0 Christine Pambianchi 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Director 1.000 28000 0 0 David Wilson 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Director 1.000 32500 0 0 Joseph Boateng 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Director 2.000 34000 0 0 Justin Christian 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Director 1.000 28000 0 0 Kathy Davis 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Director 2.000 36500 0 0 Matt Breitfelder 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Director 2.000 34000 0 0 Matthew Goldberg 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Director 1.000 28000 0 0 William Serrata 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Director 1.000 28000 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 384821 99652 0 Courtney Brown 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 VP of Impact & Planning 40.000 385382 101242 3433 Debra Humphreys 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 VP of Strategic Engagement 40.000 347660 71236 0 Erin Archer 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 VP for Fin and Invest/CFO (as of 8/7/23) 40.000 167803 8537 10012 Holiday McKiernan 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Exec VP/COO/ General Counsel/Secretary (until 2/28/23) 40.000 151007 7532 420 Hong Linh Nguyen 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 VP, Equity Culture, & Talent 40.000 336383 60119 2520 Jamie Merisotis 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 President/CEO 40.000 1040873 118707 2520 Michelle Cooper 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 VP, Public Policy & Executive Director 40.000 336696 58481 3071 Timothy Robinson 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 VP General Counsel & Chief of Staff 40.000 321872 85555 3584 Cody Coppotelli 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Dir. of Investments 40.000 240274 77542 2308 Kevin Corcoran 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Strategy Director 40.000 215225 102271 3372 Shelley Lloyd 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Dir of HR & Fac 40.000 210661 109341 2308 Susan Johnson 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Dir Op & Grant Admin 40.000 207522 84729 2308 Thomas Major 820 Massachusetts Ave Suite 1390 Indianapolis IN 46204 Assoc Gen Counsel 40.000 204137 51223 3372 48 CornerStone Partners 675 Jefferson Parkway Charlottesville VA 22911 Investment consulting and advisory services 2692962 Shiel Sexton Company Inc 902 N Capitol Ave Indianapolis IN 46204 Consutruction Contractor for new office location 1343728 HCM Strategists LLC 501 Congress Ave Suite 257 Austin TX 78701 Support Lumina's state policy agenda 1288587 Kite Washington LLC 30 S MERIDIAN ST 1100 Indianapolis IN 46204 Rental property manager 589437 Moser Consulting Inc 6220 Castleway Drive Indianapolis IN 46250 Information Technology/Helpdesk Services 542321 36 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. 11039664 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. 2934288 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. 1186454 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. 883954 The Reinvestment Fund, Inc: PRI loan to address the level of philanthropic, government, and other financial support to HBCUs. 1000000 Savi Solutions: Early stage company that has financial technology which makes it easier to navigate the complex landscape of student loan forgiveness and repayment. 500000 1500000 1365955472 17216123 7667854 1390839449 0 1390839449 20862592 1369976857 68498843 68498843 523153 523153 67975690 1386815 69362505 69362505 86680696 1500000 1684846 0 89865542 69362505 0 2021 2020 2019 0 21044755 30158428 10587827 10381849 0 72172859 89865542 0 0 0 69362505 20503037 0 92675896 0 0 0 0 0 21044755 71631141 30158428 10587827 10381849 0 20503037 PROGRAM OFFICE NEW INQUIRY LUMINA FOUNDATION FOR EDUCATION PO Box 1806 Indianapolis IN 462061806 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. UNSOLICITED INQUIRIES RECEIVED BY THE END OF SEPTEMBER FOR THE YEAR 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. 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. 2300133 Georgetown University 37th O Streets Northwest Box 571168 Washington DC 20057 PC To examine attainment challenges to meet the needs of the modern workforce. 2000000 National Skills Coalition 1250 Connecticut Avenue Northwest S uite 200 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. 1200000 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. 1007500 Ithaka SR One Liberty Plaza 165 Broadway 5th Floor New York NY 10004 PC To support scaling of stranded credit clearinghouse 1000000 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. 1000000 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. 994000 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. 850000 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. 835000 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. 800000 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. 750000 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. 700000 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. 700000 University of Pittsburgh Office of Sponsored Programs Admini 300 Murdoch One Bldg Pittsburgh PA 15260 PC To support the implementation of the REACH Deeper college cohort 698500 American Institutes for Research 1400 Crystal Drive 10th Floor Arlington VA 22202 PC To research institutional change efforts that support adult learner participation 675000 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. 650000 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. 650000 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 650000 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. 625000 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. 613000 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. 600000 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 600000 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 600000 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. 600000 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. 600000 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. 600000 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. 595000 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. 575000 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. 565000 Corporation for a Skilled Workforce PO Box 17 Hartland MI 48353 PC To extend and expand the ACE-UP community of practice. 550000 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. 550000 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. 550000 American Association of Colleges and Universities 1818 R Street Northwest Washington DC 20009 PC To develop campus models connecting curricula to career preparation. 507000 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 500000 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. 500000 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 500000 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. 500000 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. 500000 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). 500000 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. 500000 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. 500000 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. 495000 Rutgers The State University of New Jersey Office of Research and Sponsored Pr 57 US Highway 1 New Brunswick NJ 089018554 PC To research student perspectives on community college noncredit programs 486000 PEN America 588 Broadway Suite 303 New York NY 10012 PC To defend against educational censorship and uplift the first principles of democracy. 484000 Washington University 1 Brookings Drive St Louis MO 631304899 PC To research credential quality and equity implications. 474200 Second Nature Inc 160 Alewife Brook Parkway 1182 Cambridge MA 02138 PC To drive equitable, holistic climate solutions across institution types and assets. 447808 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. 425000 Candid PO Box 22799 New York NY 100872799 PC To provide operational support in the programmatic expansion of Candid and Demographics via Candid. 400000 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. 400000 Postsecondary National Policy Institute 1828 L Street NW Suite 300-E c/o Ne w Venture Fund Washington DC 20036 SO I To support non-partisan efforts to provide professional development on higher education policy to Congressional staff and policymakers 400000 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. 400000 National Association of Student Personnel Administrators 111K Street Northeast 10th Floor Washington DC 200024409 PC To expand and support NASPA's Advising Success Network. 396750 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. 372500 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. 370000 Multiplier 548 Market St PMB 81178 San Francisco CA 94101 PC To scale Climate Wayfinding leveraging higher education. 365000 EdSource 436 14th Street Suite 310 Oakland CA 94612 PC To support coverage of higher education issues in California. 350000 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 350000 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 350000 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 350000 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. 350000 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. 350000 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. 350000 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. 350000 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 340000 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. 330000 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. 300000 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 300000 National Conference of State Legislatures 7700 East First Place Denver CO 802307143 NC To advance Lumina's public policy priorities among state legislators. 300000 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. 275000 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. 250000 Campus Compact 89 South Street Suite 103 Boston MA 02111 PC To implement the College Renaissance Corps in partnership with community college systems. 250000 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. 250000 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. 250000 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. 250000 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 250000 Pennsylvania State University 110 Technology Center Building University Park PA 16802 PC Supporting academic policy research leading to more equitable higher education funding policies. 250000 Texas Tribune The 919 Congress Avenue 6th Floor Austin TX 78701 PC To support in-depth, student-centered reporting on postsecondary pathways in Texas. 250000 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 250000 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. 225000 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 204700 Amalgamated Foundation 1825 K Street NW Washington DC 20006 PC To address philanthropy's historical practices through a transparent, self-critical process. 200000 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 200000 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 200000 Phi Theta Kappa Foundation 1625 Eastover Drive Jackson MS 39211 PC To improve the way colleges promote community college enrollment and attendance. 200000 Seattle Foundation The 1601 Fifth Avenue Suite 1900 Seattle WA 981013615 PC To support the Equitable Evaluation Initiative. 200000 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 200000 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 200000 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. 200000 Veterans Education Success 1501 K Street NW Suite 200 Washington DC 20005 PC To support engagement with Department of Education negotiated rulemaking. 200000 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 195000 University of Notre Dame Finance Office1100 Grace Hall Notre Dame IN 465565612 PC To support the Wilson Sheehan Lab for Economic Opportunities (LEO). 190000 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. 185000 Rutgers The State University of New Jersey Office of Research and Sponsored Pr 57 US Highway 1 New Brunswick NJ 089018554 PC To serve as the central hub to disseminate data and research on noncredit education. 185000 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 180000 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 170000 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. 155000 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. 150000 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. 150000 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. 150000 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. 150000 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. 150000 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. 150000 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. 150000 Institute for Citizens and Scholars The 104 Carnegie Center Suite 301 Princeton NJ 08540 PC To support the Citizen Preparation Assessment Working Group. 150000 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. 150000 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. 150000 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. 150000 Quality Education for Minorities Network 1818 N St NW Suite 350 Washington DC 20036 PC To develop a framework for Indigenous student success 150000 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. 150000 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. 150000 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. 150000 Student Organizing Inc 44 Winter StreetFloor 4 Boston MA 02108 PC To support Student PIRGs' training, education, and federal advocacy efforts. 150000 Vassar College 124 Raymond Avenue Box 12 Poughkeepsie NY 12604 PC To identify and conduct research on positive deviants in four-year institutions 125000 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. 120000 America Achieves Inc 244 Fifth Avenue Suite F71 New York NY 10001 PC To provide general operating support to America Achieves. 110000 Indiana Town Halls Inc 207 Buckingham Drive Indianapolis IN 462083625 PC To support a nonpartisan platform for civic engagement in democracy through interactive dialogue. 110000 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. 100000 CareerVillage Inc 1475 Columbia Ct Palo Alto CA 94304 PC To provide operational support for the CareerVillage, Inc. online community. 100000 Center for Effective Philanthropy The 675 Massachusetts Ave Eleventh Flo Cambridge MA 02139 PC To provide operational support to the Center for Effective Philanthropy. 100000 Child Advocates 8200 Haverstick RoadSuite 240 Indianapolis IN 46240 PC To cover additional film production costs for "Old White Man Gets Woke." 100000 Clackamas Community College 19600 Molalla Avenue Oregon City OR 970457998 PC To continue to support website redesign efforts in support of adult student participation. 100000 Colorado Succeeds 730 17th St Suite 950 Denver CO 80202 PC To support Colorado Succeeds' talent development policy research and advocacy efforts 100000 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. 100000 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. 100000 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 100000 Fond du Lac Tribal and Community College 2101 14th Street Cloquet MN 55720 PC To improve participation through college website optimization. 100000 Indian Hills Community College 525 Grandview Ave Ottumwa IA 52501 PC To continue to support website redesign efforts in support of adult student participation. 100000 Linn-Benton Community College Foundation 6500 Pacific Blvd SW Albany OR 97321 PC To support website redesign efforts in support of adult student participation. 100000 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. 100000 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. 100000 New Venture Fund 1201 Connecticut Avenue NW Suite Washington DC 20036 PC To support the U.S Impact Investing Alliance. 100000 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. 100000 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. 100000 Rockefeller Philanthropy Advisors Inc 90 Church Street Floor 1 7082 New York NY 10008 PC To support a strong pathways field 100000 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 100000 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 100000 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. 100000 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 100000 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 99000 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 99000 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. 95000 Council for Opportunity in Education 1025 Vermont Ave NW Suite 400 Washington DC 20005 PC To pilot the inaugural undergraduate National Student Leadership Congress 90000 United Nations Educational Scientific and Cultural Organization 7 Place de Fontenoy Paris SP FR 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. 90000 Colorado State University 6003 Campus Delivery 555 S Howes St reet 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. 85000 GSV Summit LLC 875 North Michigan Avenue Suite 352 Chicago IL 60611 PC To support the 2024 ASU-GSV Summit. 80000 Sagamore Institute Inc 1630 North Meridian StreetSuite 450 Indianapolis IN 46202 PC To support the Workforce 2040: Pathways to Prosperity project. 75000 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 70000 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 60300 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 50000 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 50000 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. 50000 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. 50000 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. 50000 Campus Compact 89 South Street Suite 103 Boston MA 02111 PC To support community college participation and leadership at Compact24 40000 Organisation for Economic Cooperation and Development 2 rue Andre-Pascal F Paris Cedix FR GOV To support a convening on the role of colleges in regional SDG efforts 40000 United Way of Central Indiana 2955 N Meridian Street Suite 300 Indianapolis IN 46208 PC To support the 2022 United Way Campaign. 30429 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." 30000 Hope Chicago 303 East Wacker Drive Suite 360 Chicago IL 60601 PC To provide program support. 28000 America's Promise 1110 Vermont Avenue NorthwestSuite Washington DC 20005 PC To support the convening to develop America's Promise Alliance 2024 research agenda. 25000 CAPACES Leadership Institute 356 Young Street Woodburn OR 97071 PC Part of the TA Fund 25000 Child Advocates 8200 Haverstick RoadSuite 240 Indianapolis IN 46240 PC To support the Interrupting Racism for Children Youth Workshops. 25000 Columbus Learning Center Management Corporation 4555 Central Avenue Suite 2100 Columbus IN 47203 SO I To support the CivicLab - Talent Hubs 2023 Annual Convening 25000 Complete College America 350 Massachusetts Ave Suite 300 Indianapolis IN 46204 PC To support the Women of Color Leadership Summit 25000 Complete College America 350 Massachusetts Ave Suite 300 Indianapolis IN 46204 PC To support the Complete College America 2023 Annual Convening. 25000 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. 25000 Louisiana Board of Regents PO Box 3677 Baton Rouge LA 70821 GOV Sponsoring the inaugural Louisiana Meauxmentum Summit, Baton Rouge, LA. 25000 Missouri College and Career Attainment Network 555 Vandiver Drive Columbia MO 65202 PC As part of the Technical Assistance Fund. 25000 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. 25000 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. 25000 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. 25000 Six Sigma Racial Equity Institute Inc 9783 E 116th St 167 Fishers IN 46037 PC To support the Six Sigma Racial Equity Institute. 25000 Steve Fund The PO Box 9070 Providence RI 02940 PC To support a convening regarding post-Affirmative action and student well being 25000 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." 25000 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. 25000 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 20000 American Association Of Blacks in Higher Education 1155 F St NW Washington DC 20004 PC To support the 2023 AABHE Annual Conference. 20000 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 20000 Community-Engaged Alliance 777 Indiana Ave Indianapolis IN 46202 PC To support the 2023 Summit and Research Symposium 20000 Concordia Summit Inc 134 E 40th Street Floor 5 New York NY 10016 PC Annual membership to Concordia's annual and regional summits. 20000 GSV Summit LLC 875 North Michigan Avenue Suite 352 Chicago IL 60611 PC To support the 2023 ASU-GSV Summit. 20000 Myfuturenc Inc 301 N WILMINGTON ST Raleigh NC 27601 PC To support myFutureNC's inaugural financial aid summit for practitioners 20000 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 20000 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 18700 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. 16000 Alamo Community College District Foundation 201 West Sheridan San Antonio TX 482041429 PC To support the annual Community College Futures Assembly 15000 Indiana Black Expo 601 N Shortridge Rd Indianapolis IN 46219 PC To support IBE 2023 Summer Celebration. 15000 Indiana Latino Expo Inc 1113 E 86th St 111 Indianapolis IN 46240 PC To provide general support for 2023 ILE events. 15000 Indiana Latino Institute Inc 2126 N Meridian Street Suite 100 Indianapolis IN 46202 PC To support the 2023 ILI Education Summit 15000 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. 15000 InnoPower Indy Inc 5868 E 71st Suite E-356 Indianapolis IN 46220 PC To support the 5th ANNUAL INNOPOWER MINORITY BUSINESS CONFERENCE 15000 Ivy Tech Foundation 50 West Fall Creek Parkway North Dr Indianapolis IN 46208 PC To support the Ivy Tech Community College 60th Anniversary Gala. 15000 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. 15000 National Conference of State Legislatures 7700 East First Place Denver CO 802307143 NC To sponsor NCSL's Legislative Summit 2023. 15000 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. 15000 Texas Higher Education Foundation 1801 Congress Ave Austin TX 78701 PC To support the Higher EDge 2023: Leading Texas' Future pre-conference 15000 Urban Manufacturing Alliance 608 Henry St Brooklyn NY 11231 PC To support Urban Manufacturing Alliance's 2023 Baltimore Gathering. 15000 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. 14966 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. 12500 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. 10000 American Association of Colleges and Universities 1818 R Street Northwest Washington DC 20009 PC To support the annual AAC&U Presidents' Trust Symposium 10000 American Evaluation Association 2001 K Street NW 3rd Floor Ft Washington MD 20744 PC To support the 2023 American Evaluation Association conference. 10000 Asian AmericansPacific Islanders in Philanthropy 2201 Broadway 720 Oakland CA 94612 PC To support the 2023 AAPIP Network Convening. 10000 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. 10000 Association of Black Foundation Executives Inc 55 Exchange Place Suite 401 New York NY 10005 PC To support the 2023 ABFE Harambee Conference. 10000 Be Nimble Foundation Inc 520 East Washington Street Indianapolis IN 46204 PC To provide general partnership Seed Sponsorship for Black Innovation Week + Garden Pardi. 10000 CareerVillage Inc 1475 Columbia Ct Palo Alto CA 94304 PC To support the development of materials that promote the Let's Talk Series. 10000 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. 10000 Christian Theological Seminary 1000 West 42nd Street Indianapolis IN 46208 PC To support the Faith & Action Fall Event 10000 Coburn Place Safe Haven II Inc 604 East 38th Street Indianapolis IN 46205 PC To provide support through an apartment sponsorship. 10000 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. 10000 Community Partners 1000 Alameda Street Suite 240 Los Angeles CA 90012 PC To support California Competes' higher education policy institutes 10000 Council for Opportunity in Education 1025 Vermont Ave NW Suite 400 Washington DC 20005 PC To support the annual COE conference 10000 District of Columbia College Access Program 1425 K Street NW Suite 200 Washington DC 20005 PC To support the Beating the Odds summit. 10000 Economic Club of Indiana The 1630 North Meridian Street Indianapolis IN 46202 PC To support the 2023-2024 Economic Club luncheon series. 10000 Five Pearls Foundation PO Box 2271 Indianapolis IN 46206 PC To support the Iota Zeta chapter annual Youth Step Down Competition 10000 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 10000 Grantmakers for Education 400 SE 103rd Drive 33348 Portland OR 97216 PC To suppport the 2023 GFE Annual Conference. 10000 Grantmakers for Effective Organizations 1725 DeSales Street Northwest Sui Washington DC 200364406 PC To support the 2023 GEO Learning Conference. 10000 Hispanics in Philanthropy 414 13th Street Suite 200 Oakland CA 94612 PC To support the CHANGE Philanthropy's 2023 Unity Summit. 10000 Horton's Kids Inc 2233 Hunter Place SE Washington DC 20020 PC To support the 15th Annual Home Runs for Horton's Kids. 10000 Indiana Conference for Women LTD 9245 North Meridian Street Suite 3 Indianapolis IN 46260 PC To support the 2023 Indiana Conference for Women. 10000 Indiana Humanities Council 1500 North Delaware Indianapolis IN 46202 PC To support the 2023 National Humanities Conference 10000 Indiana University Foundation PO Box 500 Bloomington IN 47402 PC To support The Arnolt Center for Investigative Journalism's annual symposium 10000 La Plaza Inc 8902 East 38th Street Indianapolis IN 46226 PC To support the Night of the Americas and FIESTA Indianapolis events 10000 Madam Walker Legacy Center 617 Indiana Avenue Suite 320 Indianapolis IN 462023173 PC To support the 2023 MWLC Legacy Fest. 10000 Martin University 2186 North Sherman Drive Indianapolis IN 46218 PC To support the Martin University 2023 Empowering Excellence Gala 10000 Mass Ave Cultural Arts District 342 Mass Ave Indianapolis IN 46204 PC To provide general support to the Mass Ave Cultural Arts District 10000 Men of Vision Empowering 2427 Ross Common Ct Indianapolis IN 46229 PC To support Men of Vision Empowering's activities mentoring young Black males. 10000 National Association of Student Personnel Administrators 111K Street Northeast 10th Floor Washington DC 200024409 PC To support the 2024 NASPA Community Colleges Institute 10000 One World Education 1800 KENYON ST NW Washington DC 20010 PC To support the One World Education Graduation Celebration and Fundraiser 10000 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. 10000 Scholarship America 1550 American Boulevard EastSuite 1 Minneapolis MN 554251197 PC To support the 2023 An Evening with Scholarship America 10000 School on Wheels (SOW) 2955 N Meridian Street Suite 250 Indianapolis IN 46208 PC To provide support for the Brightlane Learning Education Celebration Speaker 10000 Southern Regional Education Board 592 Tenth Street Northwest Atlanta GA 303185790 PC To support the 2nd annual SREB Student Success Summit. 10000 Teach Indy Inc 1630 N Meridian Street Suite 450 Indianapolis IN 46202 PC To support the 2023 Teach Indy Educators Conference 10000 The Common Application Inc 3003 Washington Blvd Suite 1000 Arlington VA 22201 PC To support 2023 College Signing Day. 10000 United Philanthropy Forum 1020 19th Street NW Suite 360 Washington DC 20036 PC To support the 20th Annual Foundations on the Hill. 10000 United States Department of Education 400 Maryland Avenue SouthwestRoom Washington DC 20202 PC To support the Raise the Bar Data Summit 10000 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. 10000 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. 9700 Afghan American Community Center Inc 7710 Hackbury Court Unit A Indianapolis IN 46227 PC To support a new Indy-area nonprofit assisting Afghan refugees. 7500 Indiana Bar Foundation 615 North Alabama Suite 426 Indianapolis IN 46204 PC To support the Mock Trial Diversity Initiative 7500 Indianapolis Press Club Foundation Inc PO Box 40923 Indianapolis IN 462400923 PC To support the 2023 Thomas R. Keating Competition. 7500 Madam Walker Legacy Center 617 Indiana Avenue Suite 320 Indianapolis IN 462023173 PC To support educational and cultural programming. 7500 OutCare Health Inc 7050 Wildridge Dr Indianapolis IN 46256 PC To support OutCare's LGBTQ+ initiatives. 7500 United Negro College Fund 3737 North Meridian Street Suite 5 Indianapolis IN 46208 PC To support the 2023 UNCF Indy Masked Ball. 7500 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 6500 Generation Patient 1962 Dockside Dr Greenwood IN 46143 PC To support the 2023 Generation Patient Virtual Health Advocacy Summit 6000 Lawrence Township School Foundation 6501 Sunnyside Road Indianapolis IN 46236 PC To support students competing in the VEX World Robotics Competition 6000 Cancer Support Community of Central Indiana 5150 West 71st Street Indianapolis IN 46268 PC To support the 2023 Laughing Matters fundraiser. 5500 Foster Success 546 East 17th Street Suite 206 Indianapolis IN 46202 PC To support the Breaking Down Barriers event. 5500 Arts Council of Indianapolis 924 North Pennsylvania Street Indianapolis IN 46204 PC To support the 2023 Start with Art event. 5000 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. 5000 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. 5000 Big Brothers Big Sisters of Central Indiana Inc 1433 N Meridian Street Indianapolis IN 462084715 PC To support The Main Event 2023. 5000 Bloomington Pearl Foundation PO Box 1044 Bloomington IN 47402 PC To support the 2023 Finer Womanhood Celebration 5000 Casa Chirilagua 4109 Mount Vernon Ave Alexandria VA 22305 PC To support the Local Leaders Program. 5000 Central Indiana Community Foundation 615 N Alabama St 119 Indianapolis IN 46204 PC To support the 2023 Power of Women Event 5000 Central Indiana Corporate Partnership Foundation 1210 Waterway Blvd Suite 5000 Indianapolis IN 46202 PC To support the 2023 Mira Awards. 5000 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 5000 Children's Museum of Indianapolis Inc 3000 North Meridian Street Indianapolis IN 46208 PC To support 2023 Museum by Moonlight. 5000 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 5000 Collegiate Directions Inc 4827 Rugby Avenue Ste 001 Bethesda MD 20814 PC To support the CDI Scholars Annual Benefit. 5000 Conner Prairie Museum Inc 13400 Allisonville Road Fishers IN 46038 PC To support the Conner Prairie Museum Theatre. 5000 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. 5000 Courageous Conversation Global Foundation 8465 West Sahara STE 111-324 Las Vegas NV 89117 PC To support and evening of celebration and conversation. 5000 DePauw University 313 Locust StreetPO Box 37 Greencastle IN 461350037 PC To honor the retirement of Holiday Hart McKiernan. 5000 El Sistema Indianapolis 4835 N Illinois Street Indianapolis IN 46208 PC To support the summer camp of free ensemble music education for underserved students. 5000 EmployIndy 101 W Washington Street Suite 120 Indianapolis IN 46204 PC To support the 22nd Annual Mayor's Celebration of Diversity. 5000 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. 5000 Glendale College Foundation 1500 North Verdugo Road Glendale CA 912082894 PC To support publication of student-led El Vaquero Newspaper at Glendale Community College 5000 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. 5000 Heartland Film Inc 8950 Otis Ave Indianapolis IN 46216 PC To support the 2023 Heartland Film Festival 5000 Indiana Fiscal Policy Institute 601 South Meridian Street Suite 1E Indianapolis IN 46225 PC To support the Indiana Fiscal Policy Institute Annual Luncheon 5000 Indianapolis Downtown Inc 111 Monument Circle Suite 250 Indianapolis IN 46204 PC To support the 2023 State of Downtown Indy and 30th Anniversary Celebration 5000 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 5000 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 5000 Latino Community Development Corporation 9445 Champton Dr Indianapolis IN 46254 PC To support the 2023 Santa Comes to Town event. 5000 Leadership Conference Education Fund The 1620 L Street NW 1100 Washington DC 20036 PC To support the We The Majority: Annual Fundraising Reception 5000 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. 5000 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. 5000 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. 5000 Naptown African American Theatre Collective Inc PO Box 44495 Indianapolis IN 46244 PC To support the Detroit '67 production. 5000 New Venture Fund 1201 Connecticut Avenue NW Suite Washington DC 20036 PC To support the CJSF Annual Partner Convening. 5000 Outreach Inc PO Box 11416 Indianapolis IN 46201 PC To support the 2023 Walking for Dreams. 5000 PAVE Inc 1342 Florida Ave NW Washington DC 20009 PC To support the PAVE Parent Power Gala 5000 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. 5000 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) 5000 Steward Speakers Inc PO Box 88104 Indianapolis IN 46208 PC To support the 2023 Steward Speakers Annual Gala. 5000 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. 5000 United Negro College Fund 8260 Willow Oaks Corporate DrivePO Fairfax VA 220318044 PC To support the UNCF UNITE Conference 5000 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. 4800 Iibada Dancers Inc PO Box 22265 Indianapolis IN 46222 PC To support the Iibada 2023 Spring Production. 4500 Indiana Natural Resources Foundation 402 West Washington W256 Indianapolis IN 46204 PC To provide general support. 4500 Indiana Natural Resources Foundation 402 West Washington W256 Indianapolis IN 46204 PC To provide program support. 4500 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. 4500 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. 4500 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. 4000 Make-A-Wish Foundation of Ohio Kentucky and Indiana 2545 Farmers DriveSuite 300 Columbus OH 43235 PC To support the 2023 Wish Gala. 4000 Association for Career and Technical Education 1410 King Street Alexandria VA 22314 PC To support ACTE's Postsecondary CTE convening. 3000 Hope Academy Inc 3919 Madison Avenue Suite 100 Indianapolis IN 46227 PC To support the 2023 Rise & Shine for Hope breakfast. 3000 Indianapolis Professional Association PO Box 20712 Indianapolis IN 46220 PC To support the IPA Spring & Fall Annual Networking Events 3000 Mentoring Women's Network Foundation 202 East Market Street Indianapolis IN 46204 PC To support the International Women's Day Breakfast. 3000 Cathedral High School 5225 E 56th Street Indianapolis IN 46226 PC To support the 10th Annual Trivia Night fundraiser 2500 Catholic University of America The 620 Michigan Ave NE Washington DC 20064 PC To support the launch of the Africana Studies & Research program. 2500 Council for the Study of Community Colleges (CSCC) 51 Gerty Drive Room 113 c/o Office of Community College Res Champaign IL 61820 PC To support the 2023 Council for the Study of Community Colleges annual conference 2500 Council for the Study of Community Colleges (CSCC) 51 Gerty Drive Room 113 c/o Office of Community College Res Champaign IL 61820 PC To support the 2024 Council for the Study of Community Colleges annual conference 2500 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. 2500 Indiana Civil Rights Commission 100 N Senate Ave Room N300 Indianapolis IN 46202 PC To support the 2023 Indiana Civil Rights Commission Annual Conference 2500 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 2500 Indy Black Professionals Inc 6101 North Keystone Ste 100 1423 Indianapolis IN 46220 PC To support AfroBall Indy 2023 2500 Indy Eleven Foundation 47 South Pennsylvania Street Suite Indianapolis IN 46204 PC To support the Indy Eleven Community Ticket Block Program 2500 LifeSmart Youth 615 North Alabama Street 228 Indianapolis IN 46204 PC To support LifeSmart Youth's 80th Anniversary Celebration. 2500 March on Washington Film Festival 525 9th Street NW 7th Floor Washington DC 20004 PC To support the Annual March on Washington Film Festival. 2500 Michigan College Access Network 200 N Washington Sq Ste 210 Lansing MI 48933 PC To support MCAN's 12th Annual Conference 2500 National Archives Foundation 700 Pennsylvania Avenue NW Room G12 Washington DC 20408 PC To support the National Archives Foundation 2500 Special Olympics of Indiana 6200 Technology Center Drive Suite Indianapolis IN 46278 PC To support the Special Olympics of Indiana 2023 Summer Games 2500 TCC Gives Inc 10300 Kincaid Drive Suite 203 Fishers IN 46037 PC To support the 2023 More Than a Tailgate event. 2500 Indianapolis Chess Club & Scholastic Center Inc PO Box 40663 Indianapolis IN 46240 PC To provide Inclusion Sponsorship for Chess Camps and Tournaments. 2000 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. 1500 Exodus Refugee Immigration 2457 East Washington Street Suite Indianapolis IN 46201 PC To support the 2023 Celebrate the Life Ahead Gala 1250 Florida Association for Institutional Research Inc 1000 College Blvd Pensacola FL 32504 PC To support the 2023 Florida Association for Institutional Research annual conference. 1000 Indiana Sports Corporation 201 South Capitol Avenue Suite 1200 Indianapolis IN 46225 PC To support the 2023 Indiana Sports Corporation's Corporate Challenge. 1000 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 PO Box 23069 Barrigada GQ PC To support community colleges in improving their capacity to engage and enroll potential students through enhanced digital presence, mobile design and accessibility. 150000 Guam Community College PO Box 23069 Barrigada GQ PC To support the multimedia equipment and software upgrades for the communications and promotions office. 15000 Ditchley Foundation The Ditchley Park Enstone Chipping Norton UK PC To explore shared systemic challenges among the US, UK, and other democracies. 600000 55173681 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. 275000 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) 350000 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. 100000 725000 135360 901101 233060 14 11926634 901101 174254 18 41846263 15 16092 407314 53924349 0 54331663 true false false false false false false false false 1a(1) 978 AICPA organizational membership dues 1a(1) 298 American Payroll Institute Inc organizational membership dues 1a(1) 350 Chartered Alt Investment Analyst Association organizational membership dues 1a(1) 661 Indiana Chamber Services Inc organizational membership dues 1a(1) 982 Indiana CPA Society (INCPAS) organizational membership dues 1a(1) 2000 Indy Chamber organizational membership dues 1a(1) 3500 Mass Ave Business and Merchants Association organizational membership dues 1a(1) 458 SHRM-Society for Human Resource Mgmt organizational membership dues 1a(1) 5000 Visit Indy organizational membership dues false ACCOUNTING FEES 250368 22860 18737 DEPRECIATION EXPENSE- COMPUTER EQUIPMENT 170572 15300 DEPLETION 558636 Bitwise 2018-12-21 1500000 Support growth and expansion of technology training focused on women and minorities. 1500000 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 500000 Software product that enables multi-party data networks between education providers, employers, government agencies and learners. 500000 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 999995 Software product that enables multi-party data networks between education providers, employers, government agencies and learners. 999995 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 281 Summer Street Boston MA 02210 2017-08-09 500000 High quality training for in-home caregivers 500000 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. Care Academy 281 Summer Street Boston MA 02210 2018-10-25 250000 High quality training for in-home caregivers. 250000 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. Cell-Ed 2018-06-01 1000000 Platform for employers and education providers to upskill and retain workers through delivery of micro-lessons. 1000000 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 375000 Platform for employers and education providers to up-skill and retain workers through delivery of micro-lessons. 375000 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 1000000 On-line course sharing among college networks. 1000000 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 300000 On-line course sharing among college networks. 300000 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 349997 Online education and self-improvement tools for prison inmates. 349997 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 750000 Meaningful access to education, communication, and self-improvement tools for those affected by incarceration 750000 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 200000 Platform providing financial tools and resources to support post-secondary completion rates. 200000 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 300000 Platform providing financial tools and resources to support post-secondary completion rates. 300000 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 500000 Platform providing financial tools and resources to support postsecondary completion rates. 500000 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 1500000 Academic planning software to provide students, advisors, and institutions timely data to increase learner on-time completion rates. 1500000 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 100000 Academic planning software to provide students, advisors, and institutions timely data to increase learner on-time completion rates. 100000 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 500000 Software platform connects students with 2YR and 4YR partners for degree completion. 500000 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 294 Washington St Suite 607 Boston MA 02108 2019-08-28 999999 Scalable mentorship programs partnering with postsecondary institutions targeting Lumina's focused learner demographics. 999999 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. Mentor Collective 294 Washington St Suite 607 Boston MA 02108 2020-11-24 250000 Scalable mentorship programs partnering with postsecondary institutions targeting Lumina's focused learner demographics. 250000 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. Savi Solutions 2023-06-28 500000 Technology that makes it easier to navigate the complex landscape of student loan forgiveness and repayment. 500000 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 750000 Technology focused on improving student success through mentoring, advising and tutoring 750000 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 500000 Technology focused on improving student success through mentoring, advising and tutoring 500000 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 340000 Technology focused on improving student success through mentoring, advising and tutoring 340000 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. 42020517 42020517 Corporate bonds 39577647 39577647 Corporate stock 313996528 313996528 19829005 19829005 0 0 Other FMV 990675400 990675400 FURNITURE AND EQUIPMENT 1391969 1243568 148401 148401 LEASEHOLD IMPROVEMENTS 4501537 4414841 86696 86696 OTHER ASSETS 2011713 1852686 159027 159027 LEGAL FEES 611752 130108 447198 PROGRAM RELATED INVESTMENTS 26557485 22746639 22746639 CHARITABLE REMAINDER TRUST 607802 730011 730011 OTHER ASSETS 0 1809456 1809456 OPERATING LEASE RIGHT-OF-USE ASSET 3041120 2264964 2264964 INVESTMENT PROCEEDS RECEIVABLE 28309427 39446354 39446354 CIP/WIP 0 1452165 1452165 UNREALIZED LOSS 221146077 PROGRAM DEVELOPMENT 10201587 10201587 RECRUTING/STAFF DEVELOPMENT 825231 825231 COMMUNICATIONS/TECHNOLOGY 770836 61627 702133 DUES 400777 13455 525955 OTHER MISCELLANEOUS EXPENSE 180775 134775 INSURANCE EXPENSE 150124 150124 OFFICE EXPENSE 109943 314 109593 OTHER EXPENSES FROM K-1'S 11243797 OTHER INVESTMENT INCOME/LOSS 16092 16092 TOTAL OF OTHER INCOME LISTED ON K-1'S 10320592 UNREALIZED GAIN 321879437 CHARITABLE REMAINDER TRUST 122209 OPERATING LEASE LIABILITY 3167547 2496821 INVESTMENT MANAGER FEES 3531541 3202177 VARIOUS OTHER PROFESSIONAL/CONSULTING FEES 1530325 0 1403171 FOREIGN TAXES PAID ON K-1'S 384758 TAX EXPENSE 1198804 VIA Alpha LP 88 Main St Peapack NJ 079770131 260648552 99% ownership interest in partnership 0